20th Clinical Research Billing Compliance Summit

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

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Sponsorship Info

Previous Attendees

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. As always, we strive to make this event budget friendly, and we have some fun parties and events planned to ensure you fully maximize the 20th anniversary experience. Let's do this!

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

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

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 🚶‍♂️
Optional guided city tours 🚌
Themed local gala dinner event 🎉

Current Topics

We conduct comprehensive research to refine agendas 📊
Explores latest trends, challenges, and opportunities 🔍
Focuses on critical issues for the community 🌐
Equips participants with insights and strategies 💡

Networking

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

Education

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

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.

Vicky Awalt

Director Research Revenue Cycle

Orlando Health

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

Director Clinical Research

Oklahoma State University Center for Health Sciences

Katherine Cohen, JD, CHC, CHRC

Chief Compliance Officer

SIU School of Medicine

Joshua Cook, MBA

Clinical Trial Finance Manager

University of Iowa Health Care

Isaiah Costner, MBA, CCRP

Senior Director, Research Finance

St. Jude Children's Research Hospital

Patrik Garren

Research Analyst

Gibbs Cancer Center and Research Institute

Dequita Hall, MBA, COC

Manager, Coverage Analysis

Houston Methodist Research Institute

Kathleen Hurtado RPh

Associate Vice President, Office of Research Administration

Cancer Treatment Centers of America

Rene Jooste, PhD

VP, Research Finance

St Jude Children's Research Hospital

Kathy Kronmal, RN, BSN, MBA, CCRP

Clinical Research Director

Providence Swedish Cancer Institute

Cynthie Lawson, BSBM, CHRC, CPC

Independent Contractor

Kelly Willenberg & Associates

Chris Longspaugh, PharmD

Independent Contractor

Kelly Willenberg & Associates

Brandy Martin, CCRP, CHRC

Research Manager

Community Grand Junction

Kaye Mottola

Research, Policy & Education

Boston Medical Center

Paige Nielsen

Director Research Quality and Compliance

Honor Health Research Institute

Kendall Perry, MS, CHRC, CPCO

Research Compliance Officer

Children's Hospital Colorado

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

Director, Research Compliance -Enterprise

Nemours Children’s Health

Wendy Portier

Independent Contractor

Kelly Willenberg & Associates

Denise Quint

Independent Contractor

Denise Quint, LLC

Tara Rabe, MAOM

Administrator, Legal Contract Administration/Research Administration

Mayo Clinic

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

Executive Director of Research

Stamford Health

Erin Sargent, M.S., CCRP

Research Administration Manager, Oncology Clinical Trials Support Unit

Michigan Medicine Rogel Cancer Center

Jennifer Sexton

Director Research Operations

Ohio Health Director

Bryant Shields

Project Manager

Boston Medical Center

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

Director, Clinical Research Operations and Medical Education

Community Health System

Valerie Tucker

Research Operations Director

New Mexico Oncology Hematology Consultants Ltd

Jamie Valentine

Manager, Pre-Award, Clinical Research Support Office

Seattle Children's Research Institute

Candice M. Vance, MBA, CHRC

Senior Director, Research Revenue Cycle and eResearch Systems

MedStar Health Research Institute

Maricelly Vargas

Director, Clinical Trials Administration

City of Hope

10:00 am

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

WORKSHOP A: Bridging the Gaps: Tackling Pediatric Clinical Trial Challenges Head-On

This comprehensive afternoon workshop addresses the unique regulatory and financial challenges of pediatric studies. Topics include conducting coverage analysis without established treatment guidelines, managing sponsor responsibilities, navigating payer differences, and implementing effective policies and training. Gain practical insights to strengthen your billing compliance initiatives, with a focus on the specific needs of pediatric research. Whether you are developing a site compliance program or striving to build stakeholder confidence, this session provides valuable strategies and solutions.

1:00 pm

WORKSHOP B: Clinical Trial Budgeting- A Treasure Map

Gain practical strategies and expert guidance to build effective, compliant budgets for successful clinical trials—all in an engaging, interactive environment.

3:00 pm

Networking Break & Refreshments Connect, Refresh, and Energize!

3:30 pm

WORKSHOP C: Sharpening the Edge: Training for Excellence in Billing Compliance

As audits intensify and regulations change, ongoing training in billing compliance is essential for success. This session will show you how focused education equips your team to minimize risk, enhance accuracy, and safeguard revenue. Discover practical strategies and tools to foster a strong culture of compliance.

5:30 pm

Workshop Sessions Conclude

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

Noncompliance can be avoided by creating a centralized research compliance program that forges collaboration across multiple critical departments to ensure billing errors. Hear how two sites did it.

11:15 am

Evaluating and Optimizing Financial Performance

Define acuity models and KPIs and their role in clinical research billing compliance decisions.
Identify common billing compliance challenges in institutions prioritizing high-volume turnarounds.
Equip attendees with tools to evaluate and implement acuity models in their billing compliance 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

Session Topic Under Development

2:45 pm

Networking Break & Refreshments Connect, Refresh, and Energize!

3:15 pm

Coverage Analysis Crossroads: Navigating Drugs and Investigational Devices with Ease

Discover the complexity of billing determinations and decisions and the pivotal nature of drug and device coverage analysis.

4:00 pm

Session Topic Under Development

5:00 pm

20th Anniversary Dinner Party and Celebration at Mulate’s

8:00 am

Morning Coffee & Breakfast

8:30 am

🚀 Medicare Discussion 2025

This insightful session is designed to ensure you stay ahead of the curve fully equipped to navigate the transitional coverage landscape. Gain a comprehensive understanding of the latest trends and developments, ensuring you stay up-to-date with recent advancements with a Medicare Contractor

9:15 am

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

This session will reflect on our progress after two decades, and identify persistent challenges.

10:00 am

Networking Break & Refreshments Connect, Refresh, and Energize!

10:30 am

Session Topic Under Development

11:15 am

Roundtables and Discussion

12:00 pm

Lunch Break

1:15 pm

Don’t Wait for Change. Lead it!

Be the Pivotal Power of Change in Creating Your Program! Communicate purpose and action as you build your billing compliance program.

2:00 pm

CTMS and EMR - The Techie in All of Us

2:45 pm

Networking Break & Refreshments Connect, Refresh, and Energize!

3:15 pm

Session Topic Under Development

4:00 pm

Session Topic Under Development

4:45 pm

Closing Remarks by Conference Chairperson and Organizer

10:00AM

🎉 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. 🔗

"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."

★★★★★

This event has passed!

Register now. Super Early Bird Rate ends in…

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20th Anniversary Super Early Rate

$1,195

$500 savings

Early Bird!

$1,295

$400 off

Advanced Rate

$1,395

$300 off

Standard Rate

$1,495

$200 off

On-Site

$1,695

20th Anniversary Super Early Rate

$1,595

$500 savings

Early Bird!

$1,795

$300 off

Advanced Rate

$1,895

$200 off

Standard Rate

$1,995

$100 off

On-Site

$2,095

Frequently Asked Questions

Why Should I Attend? (aka: What's In It for Me?)

Glad you asked! The Clinical Research Billing Compliance Summit has a rich history and is very well known in the research billing community. 97% of past attendees would recommend this event to a friend or colleague. So, let's not have FOMO, and please review our registration packages which are priced to allow you to be able to attend. Leave with notes, new contacts, and next steps.
Who Should Attend? (Hint: It Might Be You)
We attract a diverse audience of business executives working in clinical research. 🌐 Attendees include experts from:
- 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
Can I Register a Group? (Squad Goals: Activated)

Yes! 🎉 Bring your crew. Whether it’s your department, your leadership team, or your whole company — group registration is easy and comes with perks. Discounts? You bet. 💸 Better collaboration back at the office? Definitely. 🤝 Reach out to us for custom group packages and let’s make it a team experience. 🚀 Feel free to chat with our team in the lower right-hand corner. 💬

Send your team! Are you interested in Group Rates?

Email Solange Leclair at Solange@momentumevents.com to secure the best group discounts
What’s the Event About? (The Elevator Pitch)
Thank You for Making the 2025 Clinical Billing Conference a Tremendous Success!

The 2025 Clinical Research Billing Compliance Summit at the Wyndham Lake Buena Vista Disney Springs Resort surpassed all expectations, drawing more than 230 industry executives. The event achieved outstanding results across every key metric—from educational content and networking opportunities to overall experience and enjoyment.
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
Where's the Event? (Location, Location, Inspiration)

🎉 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 here. 🔗

⚠️ Please be aware that there is only one official, exclusive housing block for this event. Any other channels for booking reservations are unauthorized. If you are contacted by a third-party housing company claiming to have a relationship with Momentum Events Group LLC, its event, and/or New Orleans Marriott, these companies and others like them are not affiliated with us in any way. 🚫
Interested in Sponsorship? (Let’s Talk Visibility + Value)

Want your brand in front of the right people, in the right way, at the right time? 🎯 Our sponsorship opportunities are customizable, creative, and designed to deliver ROI. 💡 From thought leadership to branding to curated meetings — let’s create something impactful. 🤝 Drop us a line and we’ll cook up something special. ✨

Download the prospectus to explore our partnership opportunities for this event.

Download the Prospectus Here
How Do I Network? (Spoiler: It’s Easier Than You Think)

We make networking feel natural — not awkward. 🤝 From structured roundtables and topic lounges to networking receptions and interactive sessions, there are plenty of ways to meet people who matter to your work (and might just become collaborators or friends). Just bring your curiosity — we’ll handle the rest. 🌟 Oh yea, we are launching a great mobile app 📱 that will make it easy to connect with other attendees.

Frequently Asked Questions

Who should attend?
- 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
Can I register a group?
What is the Event About?
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
Program Highlights
The comprehensive agenda featured several standout sessions:
- Interactive “Barbie’s Playbook” workshop series
- “Riding the Waves of Change” leadership development session
- Medicare Coverage Analysis deep-dives
- Sponsor negotiation and fee structure workshops
- Champagne Roundtable networking discussions
Save the Date
20th Anniversary Celebration in New Orleans! February 23-25, 2026

We’re building on this year’s momentum and taking our summit to new heights as we celebrate 20 years of advancing clinical research billing compliance and this wonderful community. Join us in New Orleans for an unforgettable milestone event featuring:

Enhanced Program
- Expert panels with industry pioneers
- Expanded workshop sessions
- Special programming for 1st time attendees
- Future-focused innovation spotlights
Exclusive Networking
- VIP reception and themed dinner party
- Mentorship opportunities
- Industry roundtables
- Small group exercises
New Orleans Experience
- Cultural immersion activities
- Walking distance to Bourbon Street
- Optional guided city tours
- Unique venue for gala dinner
As we reflect on the tremendous success of our 2025 event, we’re already enthusiastic about bringing even more value, innovation, and community building to our 20th anniversary summit in New Orleans. The energy and collaboration we witnessed this year has set the stage for an even more impactful gathering in 2026.

Kelly Willenberg, CEO, Kelly Willenberg and Associates
Venue

New Orleans Marriott Warehouse Arts District Hotel

859 Convention Center Boulevard
New Orleans, LA 70130, US

The 20th Clinical Research Billing and Compliance Summit is returning to the New Orleans Marriott Warehouse Arts District Hotel, the same beloved venue where we celebrated our 10th anniversary.
This stunning 19th-century warehouse-turned-hotel perfectly captures the vibrant charm of New Orleans while offering modern convenience, inspiring views of downtown NOLA, and proximity to the French Quarter and Garden District. It’s no wonder this venue left such 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 take advantage of our discounted room rate please click here.

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 New Orleans Marriott, these companies and others like it are not in any way affiliated with us.
Sponsorship

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20th Clinical Research Billing Compliance Summit

February 23-25, 2026 New Orleans, LA

Previous Attendees

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

Organized in Partnership by:

Why attend?

History

Local Flavor

Current Topics

Networking

Education

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.

Confirmed Faculty to date:

Vicky Awalt

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

Katherine Cohen, JD, CHC, CHRC

Joshua Cook, MBA

Isaiah Costner, MBA, CCRP

Patrik Garren

Dequita Hall, MBA, COC

Kathleen Hurtado RPh

Rene Jooste, PhD

Kathy Kronmal, RN, BSN, MBA, CCRP

Cynthie Lawson, BSBM, CHRC, CPC

Chris Longspaugh, PharmD

Brandy Martin, CCRP, CHRC

Kaye Mottola

Paige Nielsen

Kendall Perry, MS, CHRC, CPCO

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

Wendy Portier

Denise Quint

Tara Rabe, MAOM

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

Erin Sargent, M.S., CCRP

Jennifer Sexton

Bryant Shields

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

Valerie Tucker

Jamie Valentine

Candice M. Vance, MBA, CHRC

Maricelly Vargas

No results

AGENDA

Day One: Workshop Day

February 23, 2026

10:00 am

Seminar: The CAR-T and Cell Therapy Crash Course: Real Talk About Science, Care, and Reimbursement

1:00 pm

WORKSHOP A: Bridging the Gaps: Tackling Pediatric Clinical Trial Challenges Head-On

1:00 pm

WORKSHOP B: Clinical Trial Budgeting- A Treasure Map

3:00 pm

Networking Break & Refreshments Connect, Refresh, and Energize!

3:30 pm

WORKSHOP C: Sharpening the Edge: Training for Excellence in Billing Compliance

5:30 pm

Workshop Sessions Conclude

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

9:15 am

AI in Action: Transforming Contracting from Insight to Implementation

10:00 am

Networking Break & Refreshments Connect, Refresh, and Energize!

10:30 am

Maximizing Clinical Research. Billing Compliance: Journey to Success

11:15 am

Evaluating and Optimizing Financial Performance

12:00 pm

Lunch Break

1:15 pm

Assembling the DREAM team for SAE Reporting and Billing

2:00 pm

February 23-25, 2026
New Orleans, LA