Hero banner of Research Billing Compliance Summit

Over 175 executives journeyed to Tampa, Florida for three days of networking, professional development, and fun! Participants had the chance to engage in informative workshops and discussions on topics such as coverage analysis, prior authorizations, pre-determinations, notifications, attestations, communications and other relevant topics. This event provided an exclusive platform to acquire valuable insights and knowledge about the industry.

Our team is currently locking in a date and location for our next in-person event in February 2024 and we will be designing the content based on feedback received from our 2023 event attendees. If you work in research billing compliance, this event is an excellent opportunity for attendees to network, learn best practices, and engage in discussions about the latest issues related to research billing compliance. Don’t miss out on this chance to expand your knowledge and connections in the industry at the only event that consistently delivers ROI for our attendees.

95% of our attendees said they will be back again and would recommend this event to a friend or colleague.

Kelly Willenberg

CEO
KELLY WILLENBERG & ASSOCIATES

Bryon Main

COO
MOMENTUM EVENTS
.

A Glimpse of our February 2023 Summit

Continuing Educations Units

“The Compliance Certification Board (CCB)® has approved this event for up to 19.5 Live CCB CEUs each based on a 50-minute hour, each.. Continuing Education Units are awarded based on individual attendance records. Granting of prior approval in no way constitutes endorsement by CCB of this event content or of the event sponsor.”

The AAPC has approved this event for 17.0 CEU(s). The index number(s) MNTE0120231251A approval is valid from 2/27/2023 to 2/29/2024.

TESTIMONIALS

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

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

Thank You to Our 2023 Speaking Faculty

Olatokunbo Awodele

Position: Contractor Medical Director
NATIONAL GOVERNMENT SERVICE
Categories: Speakers
Location: Speakers

Olatokunbo Awodele

Contractor Medical Director
NATIONAL GOVERNMENT SERVICE

Candi Barlow, MSN, RN

Position: OKLAHOMA UNIVERSITY COLLEGE OF NURSING
Categories: Home, Speakers
Location: Home, Speakers

Candi Barlow, MSN, RN

OKLAHOMA UNIVERSITY COLLEGE OF NURSING

Tracie Bistany

Position: Senior Oncology Finance Manager
ATRIUM HEALTH
Categories: Speakers
Location: Speakers

Tracie Bistany

Senior Oncology Finance Manager
ATRIUM HEALTH

Lora Black

Position: Executive Director, Clinical Research
SANFORD HEALTH
Categories: Speakers
Location: Speakers

Lora Black

Executive Director, Clinical Research
SANFORD HEALTH

Karen Brautcheck, MS, CHRC, CPC

Position: Research Compliance Analyst Office of Compliance
THE UNIVERSITY OF VERMONT HEALTH NETWORK
Categories: Home, Speakers
Location: Home, Speakers

Karen Brautcheck, MS, CHRC, CPC

Research Compliance Analyst Office of Compliance
THE UNIVERSITY OF VERMONT HEALTH NETWORK

Christina M. Brennan, MD, MBA

Position: Senior Vice President, Clinical Research
NORTHWELL HEALTH
Categories: Speakers
Location: Speakers

Christina M. Brennan, MD, MBA

Senior Vice President, Clinical Research
NORTHWELL HEALTH

Jenny Chow

Position: ADVARRA
Categories: Speakers
Location: Speakers

Jenny Chow

ADVARRA

Katherine Cohen, JD, CHC, CHRC

Position: Chief Compliance Officer
SOUTHERN ILLINOIS UNIVERSITY SCHOOL OF MEDICINE
Categories: Home, Speakers
Location: Home, Speakers

Katherine Cohen, JD, CHC, CHRC

Chief Compliance Officer
SOUTHERN ILLINOIS UNIVERSITY SCHOOL OF MEDICINE

Gina Cravey, BSN, RN, CHRC, CCRC

Position: Director Clinical Trials and Research Compliance
BSA HEALTH SYSTEM
Categories: Speakers
Location: Speakers

Gina Cravey, BSN, RN, CHRC, CCRC

Director Clinical Trials and Research Compliance
BSA HEALTH SYSTEM

Cassie Cruz-Montes, MHA

Position: YCCI Research Billing Compliance Analyst
YALE SCHOOL OF MEDICINE, YALE CENTER FOR CLINICAL INVESTIGATION
Categories: Speakers
Location: Speakers

Cassie Cruz-Montes, MHA

YCCI Research Billing Compliance Analyst
YALE SCHOOL OF MEDICINE, YALE CENTER FOR CLINICAL INVESTIGATION

Kelly Denney, CCR

Position: Senior Coverage Analyst
IU OFFICE OF CLINICAL RESEARCH
Categories: Speakers
Location: Speakers

Kelly Denney, CCR

Senior Coverage Analyst
IU OFFICE OF CLINICAL RESEARCH

Ann Deshler

Position: Research Practice and Quality Assurance Consultant
HEALTHPARTNERS INSTITUTE
Categories: Home, Speakers
Location: Home, Speakers

Ann Deshler

Research Practice and Quality Assurance Consultant
HEALTHPARTNERS INSTITUTE

Kim Deyling

Position: Research Billing Compliance Auditor II
MOFFITT CANCER CENTER
Categories: Speakers
Location: Speakers

Kim Deyling

Research Billing Compliance Auditor II
MOFFITT CANCER CENTER

Amber S. Fifer, PharmD, ACRP-CP

Position: Associate Director, Center for Clinical Research
SOUTHERN ILLINOIS UNIVERSITY SCHOOL OF MEDICINE
Categories: Home, Speakers
Location: Home, Speakers

Amber S. Fifer, PharmD, ACRP-CP

Associate Director, Center for Clinical Research
SOUTHERN ILLINOIS UNIVERSITY SCHOOL OF MEDICINE

Kevin Gardner

Position: Director, College of Medicine Clinical Trials Office
PENN STATE COLLEGE OF MEDICINE
Categories: Speakers
Location: Speakers

Kevin Gardner

Director, College of Medicine Clinical Trials Office
PENN STATE COLLEGE OF MEDICINE

Sarah Marie Huban

Position: Director, Clinical Trials
EMORY UNIVERSITY
Categories: Speakers
Location: Speakers

Sarah Marie Huban

Director, Clinical Trials
EMORY UNIVERSITY

Christina Jackson, MJ, BSN, RN, CHRC, CCRC

Position: Director, Research Integrity & Compliance
ADVENT HEALTH
Categories: Home, Speakers
Location: Home, Speakers

Christina Jackson, MJ, BSN, RN, CHRC, CCRC

Director, Research Integrity & Compliance
ADVENT HEALTH

Glena Jarboe

Position: Independent Contractor
KELLY WILLENBERG & ASSOCIATES
Categories: Speakers
Location: Speakers

Glena Jarboe

Independent Contractor
KELLY WILLENBERG & ASSOCIATES
Headshot of Derek Johnson

Derek Johnson

Position: Quality Mgr, Study Start Up & Admiinistration
WCG
Categories: Home, Speakers
Location: Home, Speakers

Derek Johnson

Quality Mgr, Study Start Up & Admiinistration
WCG

Robert Kay, RRT, MBA, MJ, CPC-A

Categories: Speakers
Location: Speakers

Robert Kay, RRT, MBA, MJ, CPC-A

Grace Kennedy, RN CCRP

Position: Data Developer – Lead LCI/WFBCCC CTO Integration Project Manager CTO REDCap Database Administrator Power BI Specialist, Levine Cancer Institute
ATRIUM HEALTH
Categories: Home, Speakers
Location: Home, Speakers

Grace Kennedy, RN CCRP

Data Developer – Lead LCI/WFBCCC CTO Integration Project Manager CTO REDCap Database Administrator Power BI Specialist, Levine Cancer Institute
ATRIUM HEALTH

Cynthie Lawson, BSBM, CHRC, CPC

Position: Independent Contractor
Categories: Speakers
Location: Speakers

Cynthie Lawson, BSBM, CHRC, CPC

Independent Contractor

Chris Longspaugh

Position: Independent Contractor
KELLY WILLENBERG & ASSOCIATES
Categories: Speakers
Location: Speakers

Chris Longspaugh

Independent Contractor
KELLY WILLENBERG & ASSOCIATES

Jake Meyer

Position: ADVARRA
Categories: Speakers
Location: Speakers

Jake Meyer

ADVARRA

Susie Owenby

Position: System Director of Research
THOMPSON CANCER SURVIVAL CENTER
Categories: Speakers
Location: Speakers

Susie Owenby

System Director of Research
THOMPSON CANCER SURVIVAL CENTER

Kimberly Perkins, RN, CCRC

Position: Assistant Director, College of Medicine Clinical Trials Office
PENN STATE HEALTH
Categories: Home, Speakers
Location: Home, Speakers

Kimberly Perkins, RN, CCRC

Assistant Director, College of Medicine Clinical Trials Office
PENN STATE HEALTH

Shannon Petras

Position: Research Billing Compliance Auditor I
MOFFITT CANCER CENTER
Categories: Speakers
Location: Speakers

Shannon Petras

Research Billing Compliance Auditor I
MOFFITT CANCER CENTER

Dawn N. Pittinger, DBA, MBA-HA, CHRC, CRCP

Position: Research Financial Compliance Officer Corporate Compliance
MOFFITT CANCER CENTER
Categories: Speakers
Location: Speakers

Dawn N. Pittinger, DBA, MBA-HA, CHRC, CRCP

Research Financial Compliance Officer Corporate Compliance
MOFFITT CANCER CENTER

Tracy Popp

Position: Independent Contractor
A CLOVER GROUP
Categories: Speakers
Location: Speakers

Tracy Popp

Independent Contractor
A CLOVER GROUP

Wendy Portier, MSN, RN, CHC, CHRC, CPC

Position: Independent Contractor
Categories: Speakers
Location: Speakers

Wendy Portier, MSN, RN, CHC, CHRC, CPC

Independent Contractor

Monica J Purpura, MS, BSN, RN, CMSRN

Position: Manager, Phase I Clinical Trials
LEVINE CANCER INSTITUTE
Categories: Speakers
Location: Speakers

Monica J Purpura, MS, BSN, RN, CMSRN

Manager, Phase I Clinical Trials
LEVINE CANCER INSTITUTE

Lauren Robertson

Position: Director, Research Administration
BOSTON CHILDREN’S HOSPITAL
Categories: Speakers
Location: Speakers

Lauren Robertson

Director, Research Administration
BOSTON CHILDREN’S HOSPITAL

Elizabeth (Liza) Rodriguez

Position: Associate Director, Office of Clinical Research Billing Compliance
JOHN HOPKINS MEDICINE
Categories: Speakers
Location: Speakers

Elizabeth (Liza) Rodriguez

Associate Director, Office of Clinical Research Billing Compliance
JOHN HOPKINS MEDICINE

Gwen Sapper

Position: System Manager Research Finance, CommonSpirit Health Research Institute
COMMONSPIRIT HEALTH™
Categories: Speakers
Location: Speakers

Gwen Sapper

System Manager Research Finance, CommonSpirit Health Research Institute
COMMONSPIRIT HEALTH™

R. Brett Short, CHC, CHPC, CHRC

Position: Chief Compliance Officer, UK Healthcare
UNIVERSITY OF KENTUCKY
Categories: Home, Speakers
Location: Home, Speakers

R. Brett Short, CHC, CHPC, CHRC

Chief Compliance Officer, UK Healthcare
UNIVERSITY OF KENTUCKY

Lynn Smith

Position: Director of Research Compliance
TAMPA GENERAL HOSPITAL
Categories: Speakers
Location: Speakers

Lynn Smith

Director of Research Compliance
TAMPA GENERAL HOSPITAL

Tana Smith

Position: Independent Contractor
KELLY WILLENBERG & ASSOCIATES
Categories: Speakers
Location: Speakers

Tana Smith

Independent Contractor
KELLY WILLENBERG & ASSOCIATES

2024 SPONSORSHIP OPPORTUNITIES ARE OPEN

Sponsorship is a great way to enhance your brand’s visibility and help you connect with top-level decision-makers, innovators, and industry disruptors. There are a number of ways to maximize branding opportunities at the summit.

Thank You to Our 2023 Sponsors

PLATINUM SPONSOR

Logo of Advarra

GOLD SPONSORS

Logo of WCG
Logo of Florence

Silver Sponsors

Logo of Barrington James
Logo of Verily

Bronze Sponsors

Logo of Medix
Logo of CITI Program
Logo of Pinnacle Health Consulting

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