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Clinical Research
February 23-25, 2026
 New Orleans, LA
 

Bringing Together Sites, Payers and Sponsors to Address Keys to Success in Building a Compliant Research and Billing Infrastructure

Previous Attendees

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Trusted by Billing Executives,Compliance Executives,Research Executives,Clinical Trial Sponsors,Regulatory Executives, CRO's,IRB's for 20 Years.

Organized in Partnership by:


Kelly
momentum

As your co-hosts, and having had the immense pleasure of organizing this event for an incredible 20 years, we are absolutely thrilled to welcome you! Building on the tremendous success and collaborative energy we witnessed at our 2025 gathering, we are excited to take our summit to new heights as we celebrate two decades of advancing clinical research billing compliance and fostering this truly wonderful community.

Join us in New Orleans for what promises to be an unforgettable 20th anniversary milestone event, where we are enthusiastic about bringing even more value, innovation, and community building in 2026.  We have some fun networking events, parties and a few tricks up our sleeve to ensure you achieve your clinical billing goals at the 20th anniversary event experience. Let's do this! 

Kelly Willenberg-1
Kelly Willenberg
CEO
KELLY WILLENBERG & ASSOCIATES
Screenshot 2025-06-27 at 7.12.51 AM
 Bryon Main
CEO
MOMENTUM EVENTS
112W25-attend

Why attend?

The summit delivering exceptional value in the following core areas:

✅ Practical, implementable compliance strategies based on expert advice
🤝 Rich networking opportunities
📈 Latest regulatory updates and best practices

8

History

We consistently meet the learning and networking needs for this community. Quick stats from our 2025 event:

⭐ 97% of attendees rated their experience as “excellent”
👥 230+ industry executives in attendance
📈 Average session rating: 4.2 out of 5

 

9

Current Topics

We conduct comprehensive research with past attendees to refine our agenda to ensure it:

🔍 Explores latest trends, challenges, and opportunities 

🌐 Focuses on critical issues for the community 

💡 Equips participants with insights and strategies to take back to the office


 

New Olreans Experience

Local Flavor

This summit has made "The Big Easy" a frequent stop, and there's a reason we come back 😈

  • Cultural immersion activities 🎭

  • Host hotel a short walk to Bourbon Street 🚶‍♂️

  • Themed local gala dinner event 🎉

10

Networking

  • 20th Anniversary gala dinner 🎉
  • Mentorship opportunities for first time attendees 🤝
  • Industry roundtables and group exercises 🗣️
  • Our new mobile app to enhance networking! 📱

 

Brochure

Education

  • Expert panels with industry pioneers 🌟
  • Themed workshop sessions 🎨
  • Special programming for 1st time attendees and mentor assignment 👥
  • Future-focused innovation spotlight 🚀

 

 

Continuing Education Credits

 

We are proud to partner with both of these organizations supporting our continuing education needs.  Application for 2026 program is still pending.

CCB-1
AAPC-1

Momentum offers a variety of continuing education to meet the needs of our compliance professionals attending and we are awaiting final hours approval once the program agenda is finalized.  

  • The Compliance Certification Board (CCB)® and APPC offer credits for this event. Continuing Education Units are awarded based on individual attendance records. Granting of prior approval in no way constitutes endorsement by CCB/AAPC of this event content or of the event sponsor.  (Approved for 19.5 credits in 2025)
  • SOCRA (Certification of Clinical Research Professionals – CCRP)
    Learners seeking CCRP recertification credits from SOCRA should request Declaration Form and provide a certificate of attendance along with a list of sessions attended. 

Confirmed Faculty to date:

 

Filter Speakers:
Vicky Awalt
Vicky Awalt

Director Research Revenue Cycle

Orlando Health

Candida Barlow
Candida Barlow, PhD, MSN, CRN-BC, CTN, RN

Director Clinical Research

Oklahoma State University Center for Health Sciences 

Catherine Cohen
Katherine Cohen, JD, CHC, CHRC

Chief Compliance Officer

SIU School of Medicine

Joshua Cook
Joshua Cook, MBA

Clinical Trial Finance Manager

University of Iowa Health Care 

Isaiah Costner
Isaiah Costner, MBA, CCRP

Senior Director, Research Finance

St. Jude Children's Research Hospital 

Patrik Garren
Patrik Garren

Research Analyst

Gibbs Cancer Center and Research Institute

Dequita Hall
Dequita Hall, MBA, COC

Manager, Coverage Analysis

Houston Methodist Research Institute

Kathleen Hurtado
Kathleen Hurtado RPh

Associate Vice President, Office of Research Administration

Cancer Treatment Centers of America

Rene Jooste
Rene Jooste, PhD

VP, Research Finance

St Jude Children's Research Hospital

Kathy Kronmal
Kathy Kronmal, RN, BSN, MBA, CCRP

Clinical Research Director

Providence Swedish Cancer Institute

Cynthie Lawson, BSBM, CHRC, CPC
Cynthie Lawson, BSBM, CHRC, CPC

Independent Contractor

Kelly Willenberg & Associates

Chris Longspaugh, PharmD
Chris Longspaugh, PharmD

Independent Contractor

Kelly Willenberg & Associates

Brandy Martin
Brandy Martin, CCRP, CHRC

Research Manager

Community Grand Junction

Kaye Mottola
Kaye Mottola

Research, Policy & Education

Boston Medical Center 

Paige Nielsen
Paige Nielsen

Director Research Quality and Compliance

Honor Health Research Institute

Kendall Perry
Kendall Perry, MS, CHRC, CPCO

Research Compliance Officer

Children's Hospital Colorado

Dawn Pittinger
Dawn Pittinger,  DBA, MBA-HA, CHRC, CCP, CHC, CHA

Director, Research Compliance -Enterprise

Nemours Children’s Health

Wendy Portier
Wendy Portier

Independent Contractor

Kelly Willenberg & Associates

Denise Quint
Denise Quint

Independent Contractor

Denise Quint, LLC

Tara Rabe
Tara Rabe, MAOM

Administrator, Legal Contract Administration/Research Administration

Mayo Clinic

Suzanne Rose
Suzanne J. Rose, MS, PhD, CCRC, FACRP

Executive Director of Research

Stamford Health

Erin Sargent
Erin Sargent, M.S., CCRP

Research Administration Manager, Oncology Clinical Trials Support Unit

Michigan Medicine Rogel Cancer Center

Jennifer Sexton
Jennifer Sexton

Director Research Operations

Ohio Health Director

Bryant Shields
Bryant Shields

Project Manager

Boston Medical Center

Rochelle Tarascou
D. Rochelle Tarascou, RN, MSN/MBA-HCM

Director, Clinical Research Operations and Medical Education

Community Health System

Valerie Tucker
Valerie Tucker

Research Operations Director

New Mexico Oncology Hematology Consultants Ltd

Jamie Valentine
Jamie Valentine

Manager, Pre-Award, Clinical Research Support Office

Seattle Children's Research Institute 

Candice Vance
Candice M. Vance, MBA, CHRC

Senior Director, Research Revenue Cycle and eResearch Systems

MedStar Health Research Institute 

Maricelly Vargas
Maricelly Vargas

Director, Clinical Trials Administration

City of Hope

AGENDA DEVELOPMENT IN-PROGRESS

 

Day One: Pre-Conference

February 23, 2026

10:00 am - 12:30 pm
Seminar: The CAR-T and Cell Therapy Crash Course: Real Talk About Science, Care, and Reimbursement

Curious about CAR-T and other advanced cell therapies but tired of jargon-filled presentations that leave you with more questions than answers? This lunch and learn crash course breaks down the entire journey—without the fluff.

*This add-on activity has an additional cost of $200 and it can be selected during registration*

1:00 pm- 5:00pm
WORKSHOP A: Bridging the Gaps: Tackling Pediatric Clinical Trial Challenges Head-On

This comprehensive workshop is tailored for pediatric studies. It will cover the unique regulatory and financial hurdles in pediatric clinical trials, including navigating coverage analysis without formal guidelines, managing sponsor obligations, and handling payer variability. You'll also learn to build a robust billing compliance program and craft a narrative to gain stakeholder trust.

 

1:00 pm-3:00 pm
WORKSHOP B: Clinical Trial Budgeting- A Treasure Map

This interactive session provides the tools to create smart, efficient budgets for clinical trials. You'll learn to identify hidden costs, define total trial budgets, plan for financial contingencies, and present your budget persuasively to sponsors and stakeholders to expedite negotiations.

3:00 pm - 3:30 pm
Networking Break & Refreshments Connect, Refresh, and Energize!
Take a moment to connect with colleagues and recharge.
3:30 pm - 5:30 pm
WORKSHOP C: Sharpening the Edge: Training for Excellence in Billing Compliance

This strategic session focuses on the critical role of targeted, ongoing training in billing compliance. You'll learn how to build a culture of compliance through education and practical tools to reduce risk, improve accuracy, and protect revenue in an era of increasing audits and regulatory scrutiny.

 

5:30 pm
Workshop Sessions Conclude, End of Day One

Day Two: Main Conference

February 24, 2026

7:15 am
Registration & Breakfast
8:00 am
Chairperson's Opening Remarks and Official Welcome
8:15 am
CMS Update

Join this keynote session with Medical Directors from Medicare Contractor Jurisdictions as they share valuable insights on the intricacies of clinical trial billing. Analyze new hurdles with CMS. Gain a deeper knowledge in overcoming challenges in billing compliance. Hear from a front-line compliance officer at a Medicare Contract and their views on compliance

9:15 am
AI in Action: Transforming Contracting from Insight to Implementation

This session would explore how artificial intelligence is revolutionizing the end-to-end contracting process—from the way insights are gathered and analyzed, to how contracts are authored, negotiated, and executed. Expect an engaging journey through the lifecycle of a contract, showcasing how AI can drive smarter decisions and faster outcomes.

10:00 am
Networking Break & Refreshments Connect, Refresh, and Energize!
10:30 am
Maximizing Clinical Research. Billing Compliance: Journey to Success

Hear from two sites that successfully created centralized research compliance programs. This session will show you how to forge collaboration across departments to prevent billing errors and ensure compliance.

11:15 am
Evaluating and Optimizing Financial Performance

Learn how to use acuity models and key performance indicators (KPIs) to make informed decisions about clinical research billing compliance. The session will also equip you with the tools to implement these models in your own programs.

12:00 pm
Lunch Break
1:15 pm
Assembling the DREAM team for SAE Reporting and Billing

To build a solid team for SAE (Serious Adverse Event) reporting and billing, you’ll want a smart blend of scientific rigor, regulatory savvy, and financial precision.

  • Define and understand the different roles and responsibilities in SAE oversight
  • Identify critical competencies for effective SAE management
  • Develop strategies for building and coordinating a high-performing SAE oversight team
2:00 pm
Plenary Session: To Be Announced
2:45 pm
Networking Break & Refreshments
Connect, Refresh, and Energize!
3:15 pm
Coverage Analysis Crossroads: Navigating Drugs and Investigational Devices with Ease

This session will delve into the complexities of billing determinations for drugs and investigational devices. You'll gain a deeper understanding of coverage analysis and its pivotal role in billing decisions.

4:00 pm
Plenary Session: To Be Announced
5:00 pm
20th Anniversary Dinner Party and Celebration at Mulate’s

Join us for a special celebration to cap off our day of sessions! We're returning to Mulate's to mark our 20th anniversary—a venue that holds a special place in our history. In fact, when we hosted our 10-year party here, it was such a festive night that one of our attendees ended up getting married!

Come join us to connect, and celebrate two decades of building a strong and supportive community. Mulate's offers the perfect setting for a memorable evening of great food,  music, and good company. 

Day Three: Main Conference

February 25, 2026

8:00 am
Morning Coffee & Breakfast

 

8:30 am
🚀 Medicare Discussion 2025

Stay ahead of the curve with a comprehensive update on the latest trends and developments in Medicare coverage. This session is designed to help you navigate the ever-changing transitional coverage landscape.

9:15 am
20 Years In: Lessons Learned, Gaps Remaining, and the Road Ahead

A reflective look at the last two decades of progress in billing integrity. The session will highlight key milestones, identify persistent challenges, and introduce innovations in billing automation and payer engagement.

10:00 am
Networking Break & Refreshments
Connect, Refresh, and Energize!
10:30 am
Plenary Session: To Be Announced

 

 

11:15 am
Roundtables Group Discussion
Engage in interactive discussions on various topics with peers and experts.
12:00 pm
Lunch Break
1:15 pm
Don’t Wait for Change. Lead it!

Learn how to be an agent of change in your organization by effectively communicating purpose and action. This session will provide strategies for building a strong billing compliance program and fostering a culture of positive change.

 

2:00 pm
CTMS and EMR - The Techie in All of Us
Explore the world of clinical trial management systems (CTMS) and electronic medical records (EMR). This session will highlight how these technologies can be leveraged to streamline research billing operations and share best practices and the impact of AI.
2:45 pm
Networking Break & Refreshments
Connect, Refresh, and Energize!
3:15 pm
Plenary Session: To Be Announced
4:00 pm
Plenary Session: To Be Announced
4:45 pm
Closing Remarks by Conference Chairperson and Organizer

ROI & Business Impact


The summit delivered exceptional value through:

  • Practical, implementable compliance strategies
  • Rich networking opportunities
  • Access to industry thought leaders
  • Latest regulatory updates and best practices
  • Innovative solutions to common challenges

Key Statistics


  • 97% of attendees rated their experience as “excellent”
  • 230+ industry executives in attendance
  • Average session rating of 4.2 out of 5
Statistics

 

Location, Location!

 

Interested in Becoming Part of the Speaking Faculty?

Program Agenda: Day One

October 13th

 

10:00AM
Welcome
with Sam Smith

 Master cleanse kombucha tumeric brooklyn whatever selvage, portland quinoa. Austin mlkshk pour-over kickstarter beard, put a bird on it palo santo lomo single-origin coffee master cleanse fashion axe keffiyeh hexagon art party activated charcoal.

10:00AM
Welcome
with Sam Smith

 Master cleanse kombucha tumeric brooklyn whatever selvage, portland quinoa. Austin mlkshk pour-over kickstarter beard, put a bird on it palo santo lomo single-origin coffee master cleanse fashion axe keffiyeh hexagon art party activated charcoal.

10:00AM
Welcome
with Sam Smith

 Master cleanse kombucha tumeric brooklyn whatever selvage, portland quinoa. Austin mlkshk pour-over kickstarter beard, put a bird on it palo santo lomo single-origin coffee master cleanse fashion axe keffiyeh hexagon art party activated charcoal.

10:00AM
Welcome
with Sam Smith

 Master cleanse kombucha tumeric brooklyn whatever selvage, portland quinoa. Austin mlkshk pour-over kickstarter beard, put a bird on it palo santo lomo single-origin coffee master cleanse fashion axe keffiyeh hexagon art party activated charcoal.

10:00AM
Welcome
with Sam Smith

 Master cleanse kombucha tumeric brooklyn whatever selvage, portland quinoa. Austin mlkshk pour-over kickstarter beard, put a bird on it palo santo lomo single-origin coffee master cleanse fashion axe keffiyeh hexagon art party activated charcoal.

10:00AM
Welcome
with Sam Smith

 Master cleanse kombucha tumeric brooklyn whatever selvage, portland quinoa. Austin mlkshk pour-over kickstarter beard, put a bird on it palo santo lomo single-origin coffee master cleanse fashion axe keffiyeh hexagon art party activated charcoal.

10:00AM
Welcome
with Sam Smith

 Master cleanse kombucha tumeric brooklyn whatever selvage, portland quinoa. Austin mlkshk pour-over kickstarter beard, put a bird on it palo santo lomo single-origin coffee master cleanse fashion axe keffiyeh hexagon art party activated charcoal.

10:00AM
Welcome
with Sam Smith

 Master cleanse kombucha tumeric brooklyn whatever selvage, portland quinoa. Austin mlkshk pour-over kickstarter beard, put a bird on it palo santo lomo single-origin coffee master cleanse fashion axe keffiyeh hexagon art party activated charcoal.

Program Agenda: Day One

October 13th

 

10:00AM
Welcome
with Sam Smith

 Master cleanse kombucha tumeric brooklyn whatever selvage, portland quinoa. Austin mlkshk pour-over kickstarter beard, put a bird on it palo santo lomo single-origin coffee master cleanse fashion axe keffiyeh hexagon art party activated charcoal.

10:00AM
Welcome
with Sam Smith

 Master cleanse kombucha tumeric brooklyn whatever selvage, portland quinoa. Austin mlkshk pour-over kickstarter beard, put a bird on it palo santo lomo single-origin coffee master cleanse fashion axe keffiyeh hexagon art party activated charcoal.

10:00AM
Welcome
with Sam Smith

 Master cleanse kombucha tumeric brooklyn whatever selvage, portland quinoa. Austin mlkshk pour-over kickstarter beard, put a bird on it palo santo lomo single-origin coffee master cleanse fashion axe keffiyeh hexagon art party activated charcoal.

10:00AM
Welcome
with Sam Smith

 Master cleanse kombucha tumeric brooklyn whatever selvage, portland quinoa. Austin mlkshk pour-over kickstarter beard, put a bird on it palo santo lomo single-origin coffee master cleanse fashion axe keffiyeh hexagon art party activated charcoal.

10:00AM
Welcome
with Sam Smith

 Master cleanse kombucha tumeric brooklyn whatever selvage, portland quinoa. Austin mlkshk pour-over kickstarter beard, put a bird on it palo santo lomo single-origin coffee master cleanse fashion axe keffiyeh hexagon art party activated charcoal.

10:00AM
Welcome
with Sam Smith

 Master cleanse kombucha tumeric brooklyn whatever selvage, portland quinoa. Austin mlkshk pour-over kickstarter beard, put a bird on it palo santo lomo single-origin coffee master cleanse fashion axe keffiyeh hexagon art party activated charcoal.

10:00AM
Welcome
with Sam Smith

 Master cleanse kombucha tumeric brooklyn whatever selvage, portland quinoa. Austin mlkshk pour-over kickstarter beard, put a bird on it palo santo lomo single-origin coffee master cleanse fashion axe keffiyeh hexagon art party activated charcoal.

10:00AM
Welcome
with Sam Smith

 Master cleanse kombucha tumeric brooklyn whatever selvage, portland quinoa. Austin mlkshk pour-over kickstarter beard, put a bird on it palo santo lomo single-origin coffee master cleanse fashion axe keffiyeh hexagon art party activated charcoal.

We’re Back in New Orleans for Our 20th Anniversary Event!

New Orleans Marriott Warehouse Arts District Hotel

859 Convention Center Boulevard
New Orleans, LA 70130, US

New Orleans Marriott Warehouse Arts District Hotel

🎉 The 20th Clinical Research Billing and Compliance Summit is making its grand return to the New Orleans Marriott Warehouse Arts District Hotel, the beloved venue where we celebrated our 10th anniversary! 🏨✨

This stunning 19th-century warehouse-turned-hotel captures the vibrant spirit of New Orleans, offering modern amenities, breathtaking views of downtown NOLA 🌆, and is just a stone's throw from the French Quarter and Garden District. 🌿 It's no wonder this venue left a lasting impression a decade ago! 💫

🛏️ A limited and exclusive room block is available for our 20th Clinical Research Billing until February 1st, 2026. To secure our discounted room rate, please click the button below. 🔗

Thank you to our Sponsors

 

Gold Sponsor

Bronze Sponsor

Patron Sponsor

Our event thrives thanks to the continued support of leading industry partners, service providers, and technology vendors. These organizations have not only showcased the value of their solutions but have also greatly enhanced the event experience year after year. If your products or services are aimed at professionals in research, billing, or research compliance, this is the premier platform to connect with your target audience.

 

 

Interested in learning how you can connect with our audience?

 

Past Attendee Comments

 

"The best conference for Research Billing professionals I've attended - relevant content, actionable insights, and valuable networking opportunities."
★★★★★
"The speakers were phenomenal, particularly the session on Medicare coverage updates."
★★★★★
"Extremely educational and a fun experience! Will definitely recommend to my colleagues."
★★★★★

Pricing

This event has passed!

Register now. Super Early Bird Rate ends in…

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Academic & Non-Profit

20th Anniversary Super Early Rate

Register by 10/17/2025

$1,195

$500 savings

Early Bird!

Register by 12/19/2025

$1,295

$400 off

Advanced Rate

Register by 01/23/2026

$1,395

$300 off

Standard Rate

Register after 02/22/2026

$1,495

$200 off

On-Site

Register in Location

$1,695

 

Corporate

20th Anniversary Super Early Rate

Register by 10/17/2025

$1,595

$500 savings

Early Bird!

Register by 12/19/2025

$1,795

$300 off

Advanced Rate

Register by 01/23/2026

$1,895

$200 off

Standard Rate

Register after 02/22/2026

$1,995

$100 off

On-Site

Register in Location

$2,095

 

Register by August 19th, and receive access to our Virtual Billing conference valued at $495.  Chat for details!

Click here to view the cancellation/refund/transfer policy 

 

Frequently Asked Questions

 

Current Sponsors

 

Frequently Asked Questions

 

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