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112W27-Logo_Web-Mar-25-2026-08-48-58-2449-PM

 

 

 

 

February 22-24, 2027

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

 

Trusted by Billing Compliance, Research Sites,Trial Sponsors, IRB's, CTMS's, Academic Research for 20+ Years

Play for a quick event audio overview!
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Organized in Partnership by


Kelly
momentum

 Building on the incredible success of our 20th anniversary celebration in New Orleans, we are thrilled to bring you the 21st Annual Clinical Research Billing Compliance Summit at the iconic Margaritaville Resort Orlando โ€” a fun, relaxed, and unforgettable setting to learn, connect, and recharge. We can't wait to see you there!

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 is where billing compliance and related professionals come to share, learn, and innovate, solving real problems and finding a trusted home in the community.

โœ… Practical, implementable compliance strategies based on industry benchmarks
๐Ÿค Rich networking opportunities
๐Ÿ“ˆ Latest regulatory updates and best practices

8

History

We consistently meet the learning and networking needs for this community. Quick stats from our 2026 event:

โญ 97% of attendees rated their experience as โ€œexcellentโ€
๐Ÿ‘ฅ 230+ industry executives in attendance
๐Ÿ“ˆ Average session rating: 4.2 out of 5

 

9

Current Topics

We gather valuable feedback from previous participants to shape our agenda so it:

๐Ÿ” Explores latest trends, challenges, and opportunities 

๐ŸŒ Focuses on critical issues for the community 

๐Ÿ’ก Equips participants with insights and strategies to take back to the office


 

Florida Icon-1

Local Flavor

This summit has made Floridaโ€™s vibrant coast a frequent stop, and thereโ€™s a reason we keep coming back ๐ŸŒด

  • Tropical resort setting with lagoon pools, a beach club, and a full water park (Island H2O Live!) ๐ŸŒด
  • Complimentary resort trolley and easy access to Walt Disney World, Universal Orlando & SeaWorld ๐ŸŽก
  • Sunset Walk Promenade โ€” shopping, dining & entertainment steps from your room ๐Ÿน
  • Welcome cocktail upon arrival for all registered attendees ๐Ÿน
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Networking

Networking at this event offers valuable opportunities to build meaningful professional connections and friendships.

  • 21st Annual Networking Gala ๐ŸŽ‰
  • Mentorship opportunities for first time attendees ๐Ÿค
  • Industry roundtables and group exercises ๐Ÿ—ฃ๏ธ
  • Our new mobile app to enhance networking! ๐Ÿ“ฑ

 

Brochure

Agenda Content Highlights

  • Expert panels with industry pioneers to continue pushing your career development ๐ŸŒŸ
  • Themed workshop sessions ๐ŸŽจ
  • Special programming for 1st time attendees and mentor assignment ๐Ÿ‘ฅ
  • Future-focused innovation spotlight ๐Ÿš€

 

We attract a diverse audience of business executives working in clinical research.

๐ŸŒ Past Attendees typically represent one of the following areas 

  • Clinical Research Billing

  • Clinical Trials Offices

  • Research Finance

  • Contracts & Budgeting

  • Research Compliance

  • Quality Assurance

  • Investigator Sites

  • Coverage Analysis Teams

  • Grants Management

  • Research Administration

  • Site Relations

  • Legal & Regulatory

  • IRBs

  • Coding and Claims

  • CROs and Sponsors

 

Continuing Education Credits

 

We are proud to partner with both of these organizations supporting our continuing education needs.  Application for 2027 is in progress.

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)ยฎ 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. 
  • SOCRA (Certification of Clinical Research Professionals โ€“ 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. 

Our Chairperson

 

Kelly Willenberg-1
Kelly Willenberg
CEO
KELLY WILLENBERG & ASSOCIATES

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 โ€œexcellentโ€
  • 230+ industry executives in attendance
  • Average session rating of 4.2 out of 5
Statistics

Programming Themes for 2027:

 

Informed by attendee feedback, industry trends, and 20 years of programming expertise โ€” hereโ€™s what weโ€™re building into the 2027 curriculum.

โœ“CMS & Medicare Policy Updates for 2027
โœ“CAR-T & Cell Therapy Billing Compliance
โœ“AI & Automation in Clinical Research Operations
โœ“Clinical Trial Budgeting & Financial Performance
โœ“Coverage Analysis Best Practices
โœ“CTMS & Technology Integration
โœ“Contracting & Negotiation Strategies
โœ“Billing Compliance Audits & Risk Management
โœ“Study Startup Optimization & Reducing Whitespace
โœ“Medicare Advantage & Complex Payer Scenarios
โœ“Real-World Case Studies & Interactive Workshops
โœ“Building & Leading Effective Compliance Teams

Location, Location!

 

Going Back to Margaritaville for our 21st Annual Summit!

Margaritaville Resort Orlando

8000 Fins Up Circle,

Kissimmee, FL 34747

 

112W27-Margaritaville

โ˜€๏ธMargaritaville Resort Orlando offers a one-of-a-kind Caribbean-inspired escape in the heart of Florida. Featuring 265 guest rooms and suites with floor-to-ceiling windows, private balconies, and sweeping views of lush lagoon pools, this resort brings the island life to every attendee. A discounted group resort fee ($20/night, reg. $48) is included for our room block guests, along with complimentary self-parking, resort Wi-Fi, and access to pools and pool towels.

Amenities:

     โ€ข Complimentary welcome cocktail on arrival ๐Ÿน
     โ€ข Access to Island H2O Live Water Park ๐Ÿ’ฆ
     โ€ข Spa: St. Somewhere Spa (10% discount for group attendees) ๐Ÿ’†
     โ€ข Trolley service around the resort ๐Ÿšƒ
     โ€ข Transportation to Disney World, Universal, and SeaWorld ๐ŸšŒ

Please note there is only one official, exclusive housing block for this event. Any other channels for booking reservations are not authorized. If you are contacted by a 3rd party housing company claiming to have a relationship with Momentum Events Group LLC, its event and/or Margaritaville Resort Orlando; these companies and others like it are not in any way affiliated with us.

2026 Sponsors

 

WCG D Dots Elevate Verily-1 CITI-Program-logo Suvoda_Logo-1 upsite_clinical_logo Contract Network Advarra (2) Vitalief logo

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?



The Momentum Custom App

clinical billing
Your all-access pass to maximize connections, meetings, and opportunities โ€” all from the palm of your hand. Designed to elevate your event experience, the Momentum app puts you in complete control of your time, your schedule, and your success.  

Want direct access to every power player on site โ€” and the freedom to connect on your own terms? Youโ€™ve got it. This is networking, redefined.
  • โœจ AI-Powered Matchmaking
  • ๐Ÿค Unlimited Meetings
  • ๐Ÿ—“๏ธ Custom Agendas
  • ๐Ÿ“ Seamless Navigation

 

Past Attendee Comments

 

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

Pricing

Academic & Non-Profit

Super Early Bird Rate

Register by 10/23/2026

$1,295

$600 off

On-Site

Register in Location

$1,895

 

Corporate

Standard Rate

Register by 10/23/2026

$1,595

$600 off

On-Site

Register in Location

$2,195

 

Click here to view the cancellation/refund/transfer policy 

Current Sponsors

 

Frequently Asked Questions