
Coverage Analysis and Budgeting Intensive
November 5-6, 2025
VIRTUAL BOOTCAMP
Previous Attendees






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Target Audience
This bootcamp is designed for clinical research professionals involved in coverage analysis, including research billing specialists, compliance officers, clinical trial managers, finance teams, and legal/regulatory staff. Ideal for those responsible for ensuring accurate billing, Medicare compliance, and alignment between clinical operations and financial requirements in a virtual research environment.
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Networking
Participate in interactive virtual sessions, live Q&As, and peer discussion groups designed to foster connection among clinical research billing and compliance professionals. Share best practices, ask questions, and build a network of colleagues who face the same coverage analysis challenges and regulatory demands.
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Program Design
This virtual bootcamp offers a hands-on, practical curriculum focused on the fundamentals and complexities of coverage analysis. Designed for all experience levels, the program combines expert-led instruction, real-world case studies, and interactive exercises to strengthen compliance, improve billing accuracy, and align research operations with regulatory standards.
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Featured Speakers
Meet the Minds Behind Our Awesome Event

Nancy Clinton
Independent Contractor
KELLY WILLENBERG & ASSOCIATES

Chris Longspaugh
Independent Contractor
KELLY WILLENBERG & ASSOCIATES

Tana Smith
Independent Contractor
KELLY WILLENBERG & ASSOCIATES

Kelly Willenberg
CEO
KELLY WILLENBERG & ASSOCIATES
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Program Agenda: Day One
November 5, 2025
1:00 pm - 5:00 pm
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 expertise. Stay current in coverage analysis success builds, the unique environment and participate in proven effective exercises to keep you competitive.
- 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
Program Agenda: Day Two
November 6, 2025
1:00 pm - 5:00 pm
Become a leader in theory and strategies in budgeting successfully in the research finance environment. Learn from others experiences, collaborate and grow in your knowledge on budgets in clinical trials using new ways to check and improve your budgeting skills with compliance oversight. Network and exchange ideas with peers and like-minded leaders in an interactive session performing budgets.
- 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
Gain a better understanding of complex contract and payer issues within the context of a coverage analysis.
- Medicare Advantage
- Private Insurance Problems
- Medicaid
- Coding and claims
- Services within the Global Billing
Pricing
This intensive Bootcamp has a maximum capacity of 40 registrations.
This event has passed!
Register now. Early Bird Rate ends in…
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The registration fee includes access to our virtual event training platform, all course materials available as a download, networking activities, and access to our expert faculty to address questions and provide advice.
Click here to view the cancellation/refund/transfer policy.
Interested in learning more?
Current Sponsors





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Frequently Asked Questions
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1. Why Should I Attend? (aka: What's In It for Me?)TOP REASONS TO 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.
- Stay current in coverage analysis success builds, the unique environment and participate in proven-effective exercises to keep you competitive.
- Become a leader in theory and strategies in budgeting successfully in the research finance environment.
- Learn from others’ experiences, collaborate and grow in your knowledge on budgets in clinical trials using new ways to check and improve your budgeting skills with compliance oversight.
- Gain a better understanding of complex contract and payer issues within the context of coverage analysis.
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2. Who Should Attend? (Hint: It Might Be You)
This summit 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
- Research Operations
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3. 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.
Send your team! Are you interested in Group Rates?
Email Solange Leclair at solange@momentumevents.com to secure the best group discounts
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4. What’s the Event About? (The Elevator Pitch)
Join us for an advanced intense virtual boot camp training 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 experience designing education and training for the clinical research community.
Attendance at this event is limited to ensure hands-on training and is designed for anyone who has knowledge or has been trained in coverage analysis. Our goal is to build on that foundation and help you to discern all of the complex nuances of coverage analysis in real practice. We will do a deeper dive into complex issues around coverage analysis. The event features expert trainers who will give you the tools needed to combat unique challenges in the area of research finance and billing. You will be asked to focus on a narrow content area, concentrate and participate to move forward to maximize your organization’s operations and compliance in the areas of coverage analysis and budgeting.
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5. Where's the Event? (Location, Location, Inspiration)
VIRTUAL EVENT
Momentum’s Virtual Event has been designed to achieve every single conference objective – minus the impossible, the handshake. Designed on the latest technological platforms, and seamlessly integrated with Momentum’s best in class infrastructure, attending a Momentum Virtual Event will be the next best thing to sitting in the conference session.
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6. 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.
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7. 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.
