Virtual Bootcamp

Coverage Analysis & Budgeting Intensive

November 5–6, 2026 · Live Virtual · 1:00–5:00 PM ET Daily

A two-day virtual bootcamp to master clinical trial coverage analysis, Medicare compliance, and research budgeting. Limited to 40 seats.

2
Days of Training
40
Seats Only
9.6
CCB CEUs
20+
Years of Faculty Experience
Presented in Partnership

Momentum Events & Kelly Willenberg & Associates

Brought to you by Momentum Events and Kelly Willenberg & Associates, who together have over 20 years of experience designing education and training for the clinical research community.

Kelly Willenberg & Associates Momentum Events
About the Bootcamp

An Advanced, Intensive Deep Dive

Designed for anyone who has knowledge of or has been trained in coverage analysis. We build on that foundation to help you discern the complex nuances of coverage analysis in real practice.

🎯

Real-World Application

A deeper dive into complex issues around coverage analysis, contracts, and payer challenges, taught by an all-clinical team of experts.

🛠️

Hands-On & Interactive

Attendance is limited to 40 seats to ensure hands-on training, with case studies and proven-effective exercises throughout both days.

📊

Budgeting Mastery

Become a leader in the theory and strategy of budgeting successfully in the research finance environment, with the tools to combat unique billing challenges.

Your Faculty

Meet Your Instructors

An all-clinical team from Kelly Willenberg & Associates, with decades of combined experience in coverage analysis, research billing, and compliance.

Kelly Willenberg
Kelly Willenberg
CEO
Kelly Willenberg & Associates
Nancy Clinton
Nancy Clinton
Faculty
Kelly Willenberg & Associates
Chris Longspaugh
Chris Longspaugh
Faculty
Kelly Willenberg & Associates
Tana Smith
Tana Smith
Faculty
Kelly Willenberg & Associates
Agenda

Two-Day Curriculum

Both days run 1:00–5:00 PM ET. Advanced coverage analysis on Day One, budgeting and payer complexity on Day Two.

Day One
Thursday, November 5, 2026 · 1:00–5:00 PM ET · Coverage Analysis
  • The issues associated with coverage analysis
  • Informed consent language
  • Consistency of all final documents
  • Screening challenges with research-related costs
  • Sham procedures
  • Pediatric studies
  • Multi-arm studies
  • Phase I with varying disease sites
  • Device intensives
  • Developing a budget from a coverage analysis: tips
  • Negotiating the best budget to ensure coverage of costs
Day Two
Friday, November 6, 2026 · 1:00–5:00 PM ET · Budgeting & Payers
  • Budget language and contingency budgets
  • Multi-arm budgets and Phase I budgets
  • Contract language and intent
  • The impact of the consent
  • Challenges with subject injury
  • Medicare Advantage
  • Private insurance problems
  • Medicaid
  • Coding and claims
  • Services within the global billing
Who Should Attend

Built for Research Sites, CROs & Sponsors

Designed for professionals with roles and responsibilities across coverage analysis and research finance.

Coverage Analysis
Budgeting
Research Finance
Coding
Claims Management
Research Operations
Compliance Officers
Clinical Trial Managers
Legal & Regulatory
Registration

Secure Your Seat

Limited to 40 seats. Early Bird pricing ends August 28, 2026. Group discounts available for teams of 3 or more.

Early Bird

Register on or before August 28, 2026
Per Attendee
$595
Save $100 · Ends 08/28/2026
Register Now

Standard Rate

Register after August 28, 2026
Per Attendee
$695
Register Now

Registering 3 or more? Group discounts available — email arianne@momentumevents.com

Continuing Education

Up to 9.6 Live CCB CEUs

CCB - Compliance Certification Board

The Compliance Certification Board (CCB)® has approved this event for up to 9.6 live CCB CEUs 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.

Questions

Frequently Asked

Why should I attend?

Learn advanced coverage analysis best practices, including complex coverage analysis issues, rare types of questions, and real-world experience from an all-clinical team of experts. Participate in proven-effective exercises that keep you competitive, and become a leader in the theory and strategy of budgeting successfully in the research finance environment. Learn from others' experiences, collaborate, and grow your knowledge of clinical trial budgets, while gaining a better understanding of complex contract and payer issues within the context of coverage analysis.

Who should attend?

This event is designed for professionals from research sites, CROs, and sponsors with roles and responsibilities in the following areas: coverage analysis, budgeting, research finance, coding, claims management, and research operations.

Can I register a group?

Yes. Bring your department, your leadership team, or your whole company. Group registration is easy and comes with custom discounts and better collaboration back at the office. Email Arianne LeClair at arianne@momentumevents.com to secure the best group rate.

What's the event about?

Join us for an advanced, intensive virtual bootcamp on coverage analysis and clinical trial budgeting. This event is brought to you by Momentum Events and Kelly Willenberg & Associates, who have over 20 years of experience designing education and training for the clinical research community. Attendance is limited to ensure hands-on training, and the program is designed for anyone who has knowledge of or has been trained in coverage analysis. Our goal is to build on that foundation and help you discern all of the complex nuances of coverage analysis in real practice, with a deeper dive into complex issues around coverage analysis. Expert trainers give you the tools needed to combat unique challenges in research finance and billing.

Where is the event held?

This is a live virtual event. Momentum's virtual events are designed to achieve every conference objective, built on the latest technological platforms and integrated with Momentum's infrastructure. Attending is the next best thing to sitting in the conference session.

How do I network?

We make networking feel natural. 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. Just bring your curiosity and we'll handle the rest.

Is continuing education included?

The Compliance Certification Board (CCB)® has approved this event for up to 9.6 live CCB CEUs 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.

Only 40 Seats

Ready to Master Coverage Analysis?

Join the November 5–6 virtual bootcamp and leave with the tools to handle the most complex coverage analysis and budgeting challenges in clinical research.

Register Today → Download Brochure