Clinical Trial Financial Management Summit

Understand budgets, contracts, payments and financial implications of clinical trial decisions from all stakeholders including research sites, CRO's and sponsors

Philadelphia, PA, United States

Managing clinical trial finances is an ongoing challenge throughout the entirety of a study. Each trial is unique in its inception, and therefore budgets can be difficult to forecast and control. Operational decisions made by stakeholders can affect the finances of a trial in a multitude of ways, often causing a study to go over budget and over time. The success of any study is contingent on the effective collaboration of a sponsor, research site and a CRO.

Ensuring adequate information is provided to the various stakeholders can be difficult. Protocol amendments can be expensive and problematic without proper negotiation, communication and contracting. Massive sets of data are collected from each trial and with the help of technology these metrics can be used to more accurately forecast expenses, screen fail rates and clinical supply needs. The Summit will bring together all stakeholders, including sponsors, sites, and CROs, to discuss the best practices for managing clinical trial finances.

Special Focuses

  • Analyze the methods of identifying study factors that create value and determine the value of vendors to enhance the vendor selection process
  • Consider the relationship between procedural costs and protocol complexity to understand how it affects the total clinical trial cost
  • Invest adequate time to review budget logistics with internal stakeholders, drive institutional compliance and identify payment structures that minimize account touch time
  • Define, discuss and exercise the best negotiation tactics to ensure effective collaboration during an interactive mock negotiation
  • Develop and assess realistic expectations of resources to mitigate economic risks through the understanding of supply chain management
  • Understand how protocol amendments impact budgets, timelines, and forecasts by investigating the most common causes of delays and unexpected expenses

Representatives from pharmaceutical, medical device, biotechnology, and research sites with responsibilities in the following areas:

  • Clinical Trial Finance/Budgets/Contracts
  • Clinical Trial Strategic Planning
  • Clinical Trial Operations/Management
  • Clinical Trial Outsourcing
  • R&D Budgets/Contracts/Planning
  • Finance
  • Clinical Trial FP&A
  • Protocol Management
  • Clinical Trial Supply Chain
  • Clinical Trial Resource Management
This conference is also of interest to:
  • Contract research organizations (CRO)
  • Clinical trial management software providers (CTMS)
  • Vendor management service providers
  • Payment software providers
  • Data management software providers/consultants
  • E-signature/consent software providers


  • Joshua Anderson, Senior Manager, Clinical Supply Operations, ADAPTIMMUNE
  • Doreen Benzie, Global Financial Specialist, MERCK
  • Brenda Brown, Senior Trial Initiation Specialist, Site Ready, MERCK
  • Fred Herman, Senior Manager, Research Compliance, UNIVERSITY OF MARYLAND MEDICAL CENTER
  • Jeff Kingsley, CEO, IACT HEALTH
  • Yu Ling Lin, Vice President, Clinical Operations, JEMINCARE THERAPEUTICS
  • Victor Lucariello, Senior Manager, Business Analytics, CELGENE CORPORATION
  • Mark Marquez, Clinical Business Analyst Manager, NEKTAR THERAPEUTICS
  • Aida Marranzini, US Finance Operations Lead, MESOBLAST INC
  • Melanie Nobello, Manager, Clinical Research Initiation Services, SUTTER HEALTH
  • Anastassios Pittas, Principal Investigator, TUFTS MEDICAL CENTER
  • Nelson Rutrick, CEO, ADAMS CLINICAL
  • Jim Sacchetta, Manager, Technical Operations, PREMIER RESEARCH
  • Kunal Sampat, Senior Manager Clinical Programs, ABBOTT VASCULAR
  • Kelly Willenberg, DBA, RN, CCRP, CHRC, CHC, President, KELLY WILLENBERG & ASSOCIATES


The Inn at Penn, A Hilton Hotel
3600 Sansom Street
Philadelphia, PA 19104

Discover a huge variety of Philadelphia attractions and activities within minutes of The Inn at Penn, a Hilton hotel. We're right on the campus of the University of Pennsylvania. From museums and tours to art and cultural and family attractions, there's a whole vibrant city to discover.

To make reservations, please call 215-823-6240 and request the negotiated rate for ExL's April Meetings. To make reservations online Click Here

The group rate is available until March 11, 2019. Please book your room early, as rooms available at this rate are limited.