Breakout Session III
Take a deeper dive into the topics that matter most to your organization. These interactive sessions are designed to share targeted insights and encourage collaborative discussions.
AI Amplified: Advanced Implementation
This advanced session covers real-world AI implementation, sponsor restrictions, and build-versus-buy decisions. Learn how sites deploy AI for training generation, protocol setup, feasibility analysis, and workflow optimization while addressing sponsor AI restrictions and data privacy concerns. Discover when to build in-house versus leverage vendor tools, how to document compliant usage, and strategies for contractual limitations. Expect honest discussion about what’s working and what’s not.
Care By Design: Integrating Oncology & Clinical Trials Into Site Strategy
As clinical trials become pathways to care, sites must move beyond reactive feasibility toward earlier, more intentional decision-making. This session reframes site strategy — aligning patient identification, physician engagement, and portfolio selection with modern care delivery. Learn how to evaluate trial fit across patient population relevance, competing standards of care, operational burden, and institutional mission, shifting the question from “Can we run this trial?” to “Should this trial exist here, and how does it function as care?”
Define Your Difference: Showcasing Your Site’s Unique Value
What truly makes your site memorable? Move beyond generic metrics to showcase what makes your organization unique: retention strategies, community ties, operational approaches. Hear from standout sites about what actually breaks through the noise, then refine your elevator pitch with narrative elements that make your site stand out.
Financial Strategies For Site Success
Build the financial foundation for long-term site success. This session covers business fundamentals that determine whether sites thrive or merely survive: contract structures that protect profitability, financial forecasting and essential KPIs, study-level profitability tracking, and cash flow strategies. Learn to implement systems that capture critical financial data, make informed decisions quickly, and prepare for the unexpected. Understand why financial strength differentiates your site and how larger sites now undergo financial due diligence as part of vendor risk management.
Invoicing Essentials: How To Secure Funding For Study Success
Successful clinical research requires adequate funding for essential activities, yet many sites hesitate to ask for what they truly need to execute a study effectively. Leveraging insights from the SCRS Site Invoiceables Guide, we’ll review invoicing essentials, negotiation tactics, and best practices for improving collections. Sponsors and CROs will share their perspectives on common funding requests and trending errors leading to rejections, while sites will share their own negotiation successes.
Leadership Roundtables (Site Managers, Executive Leaders, Business Development)
An exclusive roundtable where site leaders discuss operational challenges and co-create solutions. Leaders across different models (network, independent, academic medical centers) share real challenges in engaging specialists, operational excellence, staff expectations, project management, and leadership pressures. Learn how different site types approach similar problems and build meaningful connections with peers.
Meeting Patients Where They Are: Trials In Community-Based Populations
The patients most underrepresented in clinical trials are often already being served, however, just not by traditional research sites. Rural clinics and community health workers have deep, trusted relationships with the populations they serve, and populations research has historically failed to reach, and the opportunity is in meeting them there. This case study panel explores how sites have built sustainable collaborations with community health providers to bring trials directly to underserved populations — covering partnership models, how trust is established on both sides, and the operational realities of taking research beyond the traditional site setting.
Record Retention Reality Check
This facilitated dialogue tackles a growing breaking point for research sites: record retention after regulatory obligations end. Most sites lack the infrastructure to support long-term storage, and electronic archiving has proven far more complex and costly than expected. Yet contractual pressure continues to rise. Bringing together site leaders, sponsors, and CROs, this session confronts why current practices are failing, examines what is driving retention demands, and works toward practical, shared solutions that reduce burden on sites while meeting regulatory needs.
Recruitment Revolution: Innovation & Recovery
Traditional recruitment processes aren’t keeping pace with enrollment demands. This session tackles two critical angles: deploying innovations that drive enrollment success and rapidly recovering when challenges emerge. Learn to recognize early warning signs within 30-60 days, master lead conversion, navigate budget advocacy, and implement collaborative problem-solving. Sites and recruitment specialists share stories with enrollment data, costs, and honest discussion about what’s working, what’s backfiring, and how to pivot quickly.
Stack Smarter: Scaling Site Technology
Explore how a site’s technology ecosystem matures from early-stage operations to fully developed, multi-location networks. This session unpacks which tools sites adopt as they grow, how leaders decide between all-in-one platforms versus best-in-class modular approaches, and how to invest in tech that scales. Learn which technologies are essential versus enhanced at different growth stages, practical strategies for securing sponsor reimbursement, and how to operationalize tools you already have. Expect discussion on what truly scales, what doesn’t, and how to future-proof your tech stack.