Research Billing Compliance Summit

November 16-17, 2022 | Virtual Event


The Research Billing Compliance Summit brought the billing community back together in August at the Regency Hyatt in Denver. Twenty seven were represented at the first in person event since COVID started nearly two and half years ago! With over 30 speakers, the vast variety of topics included: device trials, pediatrics, invoicing and AR management, budgeting, deploying A3 for problem solving, training, coverage analysis and patient financial risks.

The challenges sites are facing with losing staff to CRO/Sponsors, the cost of turnover, and how to keep a site running were discussed as well. With a panel discussion centered around billing, coding, coverage analysis and compliance with information points from different types of sites across the country, attendees experienced round table discussions and had the ability to ask specific questions of experts in all different areas of billing compliance.

Attendees enjoyed hearing what other institutions have centralized billing compliance operations and the coverage analysis process overall.  Discussing frustrations that lie in the benefits of an established billing compliance program brought the community back together to share best practices and commiserate! Reviewing operational silos and comprehensive challenges in billing compliance were highlights of the conference. Where were you?

Make plans to join us at all of the future events as this is THE billing compliance community to be a part of! Join us at the Research Compliance EDGE Clinical Billing Group on LinkedIn to keep up with what is going on in research billing compliance!

Kelly Willenberg
Kelly Willenberg
Bryon Main

The Compliance Certification Board (CCB)® has approved this event. Granting of prior approval in no way constitutes endorsement by CCB of this event content or of the event sponsor.

This program has the prior approval of AAPC. Granting of prior approval in no way constitutes endorsement by AAPC of the program content or the program sponsor.


“The great information and the confirmation that others are dealing with similar complexities and trying to do the best for our patients and organizations.”

Manager, Molecular Genetics Billing
Boston Children’s Hospital

“I like how much more interactive it was and the participation in each session. Also enjoyed the break out of beginner to advanced level sessions. Looking forward to future in person, virtual, or hybrid summits.”

Investigator Grants Manager
Exelixis, Inc.

“Very well organized. Great speakers and topics! Kept a ‘dull” subject hopping!”

Network Program Manager-Neuroscience Research
HonorHealth Research Institute

“I feel fortunate to be with a team that allows for professional growth. This conference has been a wealth of clinicaltrial compliance knowledge”

Clinical Trials Manager
Denver Health

“Having a blast sharing my thoughts and experiences with others at the Research Billing Compliance Summit!”

Director, Finance – Research
Spectrum Health

Speaker Highlights

Conference Chairperson:Kelly Willenberg
Conference Chairperson:
Kelly Willenberg


Lora Black
Lora Black
Executive Director, Clinical Research


Karen Brautcheck, MS, CPC, CHRC
Karen Brautcheck, MS, CPC, CHRC
Compliance Specialist


Christina Brennan, MD, MBA
Christina Brennan, MD, MBA
Vice President, Clinical Research


Shanna Ford, MHA, CHRC
Shanna Ford, MHA, CHRC
Associate Director of Finance


Joe Fugitt
Joe Fugitt
Director, Finance -Research, Office of Research and Education


Kaye Mottola
Kaye Mottola
Manager, Research Education


Dawn N. L. Pittinger MBA, CHRC, CRCP
Dawn N. L. Pittinger MBA, CHRC, CRCP
Research Financial Compliance Officer


Key Takeaways

  • Continually Improve the Site/Sponsor Relationships
  • Improve Coverage Analysis and Protocol Development Processes
  • Updates on the Changing Landscape in Medicare Coverage
  • Building an Internal Culture of Billing Compliance
  • Preparing for Billing Compliance Audits
  • Analyze the Best Business Tools for Accountability and Compliance
  • Gain Key Tips and Tools to Simplify the Billing Compliance Process
  • And so much more!

Who Should ATTEND

This summit is designed for professionals from Sites, Payers, CROs and Sponsors with roles and responsibilities in the following areas:

✔ Clinical Research Billing
✔ Clinical Trials Offices
✔ Research Finance
✔ Contracts & Budgeting
✔ Research Compliance
✔ Quality Assurance
✔ Investigator Sites
✔ Consulting Groups
✔ Coverage Analysis Teams
✔ Grants Management
✔ Research Administration
✔ Compliance Operations

✔ Site Relations
✔ Legal & Regulatory
✔ Institutional Review Boards
✔ Site Management Organizations
✔ Coding and Claims Management
✔ Information Management
✔ Research Nurse
✔ Principal Investigators
✔ Ethics Officers
✔ Revenue Cycle Auditors
✔ Lead Academic Organizations
✔ Clinical Research Organizations


Sponsorship Opportunities are Available! If you are interested, please contact Lauren Arcady at for more information.


✔ Virtual Matchmaking: Visit our virtual lobby and connect with fellow attendees using our platform’s matchmaking technology. You can chat, video, and even make a list of the people you want to meet and the knowledge you’re looking to gain through our bespoke 1:1 match-making services

✔ Roundtable Networking throughout the Summit will give you the chance to connect and meet in-depth your fellow attendees as well as our Sponsors and Speakers

✔ The platform we use allows us to make polls, QA, and chat during the sessions.

How Will The Virtual Event Work

Designed to provide a fully immersive experience that expands beyond the traditional video conferencing platform, Momemtum Virtual Events take place on a platform that includes the latest advancements to deliver a seamless and simple user interface to increase engagement across all participants.

  • Exclusive event hub page accessible via desktop, tablet or mobile device
  • Virtual lobby with topic streams that creates a “community” atmosphere
  • Dedicated live stream session content
  • Live Q&A & Interactive Polling
  • Embedded AI powered match-making 1:1 meeting facilitation
  • Embedded video and/ or audio chat
  • Direct messaging
  • And much more…

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