2011 SRA International Annual Meeting Program

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S R A I n t e R n A t I o n A l 2 0 1 1 P O R TA L TO R E S E A R C H: N AV I G AT I N G I N T E R N AT I O N A L WAT E R S 1

T A B L E O F C O N T E N T S

3 . . . . . . . . Welcome from the 2011 Annual Meeting Co-chairs

4 . . . . . . . . Schedule at a Glance

6 . . . . . . . . General Information

7 . . . . . . . . networking events

8 . . . . . . . . education Credit and Information

10 . . . . . . . . Friday and Saturday Schedule of events

12 . . . . . . . . Sunday Schedule of events

15 . . . . . . . . Monday Schedule of events and Session Descriptions

29 . . . . . . . . tuesday Schedule of events and Session Descriptions

42 . . . . . . . . Wednesday Schedule of events and Session Descriptions

49 . . . . . . . . exhibitors

52 . . . . . . . . SRA newly Inducted Distinguished Faculty

53 . . . . . . . . SRA Award Winners

55 . . . . . . . . Symposium Paper and Poster Presentations

56 . . . . . . . . SRA Board of Directors and Staff

56 . . . . . . . . 2011 Annual Planning Committee

57 . . . . . . . . evaluation notes

60 . . . . . . . . Fairmont, the Queen elizabeth Floor Plan

Welcometo Montréal, CanadaA N D T H E

2011 SRA InternationalAnnual Meeting

WelcomeBienvenue à Montréal !

Au nom du comité d’organisation dans son ensemble, nous avons le grand plaisir de vous accueillir au 44ème congrès annuel de la Society of Research Administrators International à Montréal, au Québec (Canada), à l’hôtel Fairmont Queen elizabeth .

le thème du congrès de cette année est Portail pour la recherche : naviguer dans les eaux internationales . Ceci correspond parfaitement au lieu de notre réunion puisque Montréal est un port dynamique depuis le XVIIème siècle . le congrès célèbrera aussi la création de la section internationale de SRA, sa première nouvelle section depuis la fondation de SRA en 1967 . en tant qu’administrateurs de recherche, nous sommes tous confrontés à une mondiali-sation croissante de la recherche et SRA International voit aussi le nombre de ses membres internationaux croître, avec 34 pays à travers le monde .

le congrès annuel de SRA International est la réunion majeure des administra-teurs de recherche, et propose les exposés des plus grands noms dans notre domaine . Cette conférence a l’honneur d’accueillir le Dr . Feridun Hamdullahpur, le nouveau directeur d’établissement et vice-chancelier de l’université de Waterloo, qui sera l’orateur principal lors de la session d’ouverture générale lundi matin .

Une nouveauté cette année : un moment à la fin de chaque journée pour réseauter et rencontrer vos nouveaux ou anciens amis . nous avons installé un salon d’hospitalité dans le magnifique hall de cet hôtel .

Cette année, le hall d’exposition abrite un large éventail d’exposants dans un superbe espace surplombant le Mont Royal d’un côté, et les salles de réunion de l’autre . le hall d’exposition offrira une chance exceptionnelle de découvrir de nouveaux produits et services .

le splendide hôtel Fairmont Queen elizabeth est un lieu historique où de nombreux personnages importants ont séjourné, tels que la Reine elizabeth II, Charles de Gaulle, Fidel Castro, Indira Gandhi, le Dalai lama, Henry Kissinger, Mikhail Baryshnikov; il a même été le lieu du fameux « Bed-In » de John lennon et Yoko ono pour la paix, en 1969 .

nous voulons tout particulièrement remercier l’ensemble des présidents de groupe et les examinateurs des sujets de discussion, les directeurs de session et d’atelier, l’équipe du siège social, le comité de SRA International, les exposants, et un grand merci à tous les participants, grâce à qui ce congrès passionnant sera un événement inoubliable .

nous sommes très heureux et honorés de pouvoir coordonner cette réunion . nous sommes impatients de vous accueillir personnellement à cette conférence très importante, dans cette belle et dynamique ville de Montréal au Québec . Cette réunion vous offre aussi la possibilité de constituer un étonnant réseau social et professionnel, que vous ne voudrez manquer à aucun prix .

Keylingo is pleased to provide language translation services to SRA International .

www .keylingo .com

SRA InteRnAtIonAlFostering excellence in Research Administration

the Society of Research Administrators International is dedicated to the education and professional development of research administrators working in varied organiza-tional settings as well as the advancement of research administration as a profession around the world .

WHAT’S NEW?

★ Inauguration of the new International Section — first new section in 44 years

★ SRA Catalyst, completely revamped monthly electronic newsletter with columns and news from SRA and the field of research administration

★ Webinar series designed to give you the latest information tailored to YOUR professional development in research administration

Stay Connected. Follow us on

facebook .com/SocResAdminIntl

twitter .com/#!?SocietyRAIntl

linkedin .com/company/ 1004179?trk=pro_other_cmpy

S R A I n t e R n A t I o n A l 2 0 1 1 P O R TA L TO R E S E A R C H: N AV I G AT I N G I N T E R N AT I O N A L WAT E R S 3S R A I n t e R n A t I o n A l 2 0 1 1 P O R TA L TO R E S E A R C H: N AV I G AT I N G I N T E R N AT I O N A L WAT E R S 3

WelcomeWelcome to Montréal!on behalf of the entire planning committee, it gives us great pleasure to welcome you to the 44th Annual Meeting of the Society of Research Administrators International in Montréal, Québec, Canada at the Fairmont Queen elizabeth Hotel .

the theme of this year’s meeting is Portal to Research: navigating International Waters . this is particularly relevant to the venue, as Montréal has been a vibrant port city since the 1600s . the meeting also celebrates the creation of SRA’s International Section, its first new Section since the establishment of SRA in 1967 . As research administrators, we are all experiencing a major internationalization of research, and SRA International itself is growing with an increasing number of international members from over 36 countries around the world .

the SRA International Annual Meeting is the pre-eminent gathering of research administrators, with presentations from the foremost leaders in our field . this conference is honored to have Dr . Feridun Hamdullahpur, the newly appointed Principal and Vice-Chancellor of the University of Waterloo, join us as keynote speaker at the opening General Session on Monday morning .

new this year is a dedicated time at the end of each day’s events to network and socialize with new and old friends alike . Please join your colleagues in the Hospitality lounge located in the beautiful lobby of the conference hotel .

this year, the exhibit Hall hosts a wide variety of exhibitors in a great space overlooking Mont Royal on one side, and the meeting rooms on the other . the exhibit Hall will offer a fantastic opportunity to discover new products and services .

the beautiful and historic Fairmont Queen elizabeth Hotel has had many famous international guests such as Queen elizabeth II, Charles de Gaulle, Fidel Castro, Indira Gandhi, the Dalai lama, Henry Kissinger and Mikhail Baryshnikov and was the place of John lennon and Yoko ono’s “Bed-In” for Peace in 1969 .

We give special thanks to all the track chairs and thread reviewers, session and workshop leaders, the headquarters team, the SRA International Board of Directors, and exhibitors and great thanks to all the registrants for making this a colorful and active meeting to remember .

We are very excited and humbled by the opportunity to chair this meeting . We look forward to personally welcoming you to this very important international meeting, in the beautiful and lively city of Montréal, Québec . this meeting also offers a captivating social and networking program that you will not want to miss .

Sincerely,

Amy Sikalis Peter Townsend Belinda VandersluisDirector, office of Research Director, office of Research effector ConsultingIntermountain Healthcare loughborough University

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Schedule at a Glance

F R I d AY, O C T O B E R 2 1

4:00–7:00 p .m . Registration Open

S AT U R d AY, O C T O B E R 2 2

7:30 a .m .–5:00 p .m . Registration Open

8:30 a .m .–5:00 p .m . SENIOR ANd INTERNATIONAL LEVEL WORKSHOP

8:30 a .m .–5:00 p .m . FULL-dAY WORKSHOPS Descriptions begin on page 10 .

8:30 a .m .–noon HALF-dAY MORNING WORKSHOPS Descriptions begin on page 11 .

10:00–10:15 a .m . Morning Break

noon–1:30 p .m . Workshop Luncheon (tickets required)

1:30–5:00 p .m . HALF-dAY AFTERNOON WORKSHOPS Descriptions begin on page 11 .

2:00–5:00 p .m . development & Finance and President’s Committee Meetings

3:00–3:15 p .m . Afternoon Break

5:00–6:00 p .m . Executive Committee Meeting

S U N d AY, O C T O B E R 2 3


8:00 a .m .–3:00 p .m . Exhibitor and Poster Set Up



8:30 a .m .–4:30 p .m . Board of directors Meeting


noon–1:30 p .m . Workshop Luncheon (tickets required)



6:30–7:30 p .m . New to SRA Annual Meeting? Welcome and Introduction

6:30–7:30 p .m . International Section Inaugural Reception

7:30–10:00 p .m . Opening Reception

M O N d AY, O C T O B E R 2 4


7:00–7:30 a .m . Plated Breakfast

7:30–8:45 a .m . Opening General Session with Keynote Speaker and distinguished Faculty Recognition

8:45 a .m .–5:00 p .m . Exhibit Hall Open

9:00–10:15 a .m . CONCURRENT SESSIONS Descriptions begin on page 16 .

10:15–10:45 a .m . Morning Break in Exhibit Hall

10:45 a .m .–noon CONCURRENT SESSIONS Descriptions begin on page 19 .

noon–1:30 p .m . Lunch on your own

12:15–1:15 p .m . division Meetings

1:30–2:45 p .m . CONCURRENT SESSIONS Descriptions begin on page 22 .


Schedule at a Glance

2:45–3:15 p .m . Afternoon Break in Exhibit Hall


4:45–5:30 p .m . Section Meetings

5:00–7:00 p .m . Hospitality Lounge Open — Sponsored by emmanuel College

7:00 p .m . dinner Groups

7:30–10:00 p .m . “The Lucky Few” Movie Event Description on page 7 .

T U E S d AY, O C T O B E R 2 5


7:00– 7:30 a .m . Plated Breakfast

7:30–8:45 a .m . Annual Business Meeting and Awards Presentation



10:15–10:45 a .m . Morning Break in Exhibit Hall


noon–1:30 p .m . Symposium Lunch with the Rod Rose Award Descriptions begin on page 55 .


2:45–3:15 p .m . Afternoon Break in Exhibit Hall


4:45–5:30 p .m . Committee Meetings

5:00–7:00 p .m . Hospitality Lounge Open — Sponsored by SRA Career Center

7:00 p .m . dinner Groups

W E d N E S d AY, O C T O B E R 2 6

7:00–11:00 a .m . Registration Open

7:00–7:30 a .m . Continental Breakfast

7:30–8:45 a .m . Panel of Experts



10:15–10:45 a .m . Morning Break in Exhibit Hall Poster Presentations


12:30–3:30 p .m . Exhibitor Tear down

1:00–2:30 p .m . 2011 Annual Meeting debrief

2:00–5:30 p .m . Board of directors Meeting

6:30–9:30 p .m . SRA Board dinner

T H U R S d AY, O C T O B E R 2 7

9:00–11:30 a .m . 2012 Annual Meeting Planning Meeting

Participant List and

Session Handouts Online

Looking for a PowerPoint presentation? The majority

of concurrent session materials will be available at

www.sra2011.org/presentations.

Use your smartphone

and link to the site by

this QR code!

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FIRST-TIME ATTENdEES

Welcome to your first SRA Annual Meeting! Welcome and Introduction Sunday, october 23, 6:30 p.m. in Jolliet Room Please stop by the Ribbon table to pick up a newcomer Ribbon . If you have any questions, look for SRA members with a red AMBASSADoR pin . Feel free to ask an Ambassador or SRA staff for help at any time . the SRA Ambassador program was established to help first-time attendees navigate and obtain the most from the meeting . If an Ambassador doesn’t have the answer, they will put you in touch with the right person .

REGISTRATION

Stop by Registration to pick up your conference name badge and materials . Registration is located on the Mezzanine level that is between the Ground and Convention Floors . Registration will be open during the following hours:

Friday, October 21 . . . . . . . . . . 4:00–7:00 p .m .Saturday, October 22 . . . . . . . 7:30 a .m .–5:00 p .m .Sunday, October 23 . . . . . . . . 7:30 a .m .–9:00 p .m .Monday, October 24 . . . . . . . . 7:00 a .m .–5:00 p .m .Tuesday, October 25 . . . . . . . 7:00 a .m .–5:00 p .m .Wednesday, October 26 . . . . 7:00–11:00 a .m .

BAdGES, TICKETS ANd WHAT YOUR REGISTRATION INCLUdES

Please wear your name badge at all times . Your badge serves as your passport to education sessions, the exhibit Hall, meal functions and the

general sessions . the opening Reception, Keynote Address,

Symposium, Special Movie event of “The

Lucky Few,” SRA Business Meet-ing and Awards Presentation and Panel of experts are included in the

full registration fee, which is nonre-

fundable . Additional nonrefundable tickets

to these meal events may be purchased for guests .

Saturday and Sunday workshops require separate fees .

SPECIAL MEALS

If you ordered a special meal, please alert a hotel server to your needs . As with any problem you encounter, please see a SRA staff person if difficulty arises in getting the meal you requested .

SRA MEMBERSHIP ANd CAREER CENTER

the SRA Membership and Career Center booths are located in the exhibit Hall on the Convention Floor . Stop by to update or verify your membership record, learn more about SRA member benefits and activities or find your next job .

INTERNET ACCESS

Hotel guests can access complimentary high-speed Internet in the meeting area by enrolling in the Fairmont loyalty Program . Please see the hotel concierge for details . You can also access the Internet through one of the SRA’s supplied kiosks next to Registration during registration hours .

EMERGENCIES

the safety and security of attendees and staff are the first priority of SRA International . the hotel’s emergency number is 7-2333 . However, security can be reached by dialing “0” at any house phone or by calling (514) 809-2415 from any outside line . In case of an evacuation, an announcement will be made via the hotel’s PA system, informing guests of the status of the emergency . Please do not use the elevators unless directed by Hotel Security .

INFORMATION dESK

the Information Desk is located on the Conven-tion Floor next to the escalators . this is an excellent resource to answer any of your questions about the meeting, education credit, dinner groups, network-ing opportunities and Montréal .

SPEAKER REAdY ROOM

located in the Saguenay Room on the Convention Floor, this room is available to all speakers previewing their material prior to presenting .

VOLUNTEER INFORMATION

Members play an integral part at our meeting . If you have time and are interested in volunteering, please visit the volunteer board near Registration . Whether you are interested in volunteering for a day, an hour or over the course of a few days, this is a great oppor-tunity to meet new people in an informal setting .

General Information


SRA Award Winners and distinguished Faculty continued

UNdERGROUNd CITYShopping, dining and fun right underneath your toes!this interconnected shopping complex is a series of malls filled with

many shops, restaurants, cafés and even movie theatres . A great way to

get what you need without going out into the elements, just pop down

the hotel escalators and explore Montréal’s Underground City or RÉSo!

MONdAY & TUESdAYHospitality lounge 5:00–7:00 p.m. Unwind with some of your fellow SRA Annual Meeting participants! Monday drink tickets sponsored by Emmanuel College. Tickets are limited and will be distributed at Booth #34

Tuesday drink tickets sponsored by SRA Career Center. Tickets are limited and will be distributed at Booth #2

Dinner groups7:00 p.m. You can’t visit Montréal without exploring its cuisines! Sign-up for a dinner group and experi-ence some of what the city has to offer. Participants are responsible for their own expenses. Visit the Information Desk to sign up for a dinner group.

Networking Events

W hether you want to take it easy around the hotel or visit Montréal, there is something for everyone! take advantage of these pre-planned activities, meet some new people and re-engage with familiar

faces . For more information about any of these activities and events, visit the Information Desk or Registration .

Weekend Sightseeingenjoy the “must-sees” of Montréal! explore the area as part of a sightseeing group on Saturday or Sunday . All groups will meet at the Mansfield entrance of the Fairmont Queen elizabeth Hotel . SRA International invites all 2011 Annual Meeting registrants, family and friends to participate in our weekend excursions . Individuals are responsible for any admission fees . Visit Registration for more information or to sign up for a tour .

SATURdAY, OCTOBER 22

Flavors & Aromas of Old Montréal — Culinary Tourthis walking tour will allow you to discover the deli-cious cultural and historic culinary charms of the oldest districts of Montréal . Group will meet tour guide at the Mansfield entrance of the Fairmont Queen elizabeth Ho-tel at 8:30 a .m . (depart at 9:00 a .m .) and return at noon . tour tickets can be purchased on-site at Registration .

Splendeur des Laurentides TourSpend a day in the laurentians to discover villages and the landscape . lunch at the well known Hotel la Sapinière followed by free time in the charming village of Val-David . In the afternoon, a stop in Sainte-Agathe, for a commented boat rides on lac des Sables . Group will meet tour guide at the Mansfield entrance of the Fairmont Queen elizabeth Hotel at 8:00 a .m . (bus departs at 8:30 a .m .) and return 9:30 p .m . tour tickets can be purchased on-site at Registration .

SUNdAY, OCTOBER 23

City Tour — discover MontréalDiscover Montréal with its French and englishheritage and cosmopolitan blend of old and new on this comprehensive overview of our city . this bus tour includes a stop at the summit of Mt . Royal for a panoramic view of Montréal and a guided visit of notre-Dame Basilica . You will also admire the olympic Park, the Botanical Garden and the unique Biodome . Group will meet tour guide at the Mansfield entrance of the Fairmont Queen elizabeth Hotel at noon (bus departs at 12:30 p .m .) and return at 3:30 p .m . tour tickets can be purchased on-site at Registration .

OPENING RECEPTION Le Grand Salon & HochelagaSunday, October 23 • 7:30–10:00 p.m.no matter the season, time or weather, Montréal loves a good festival and a great joie de vivre . enjoy a night of live music, fine food and good old fashion fun! Remember to take a moment to network and explore our exhibit Hall .

“The Lucky Few” MOVIE EVENT McGill University Monday, October 24 • 7:30–10:00 p.m.Join us to view “The Lucky Few” documentary created by the United States navy about the role of the USS KIRK during operation Frequent Wind and operation new life . the documentary tells the story of how this small vessel rescued more than 30,000 refugees and escorted them to freedom and a new life .

the movie runs for about 1-hour and will be followed by a facilitated discussion . Visit the Information Desk for more details .

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SRA CERTIFICATES

the Society of Research Administrators International offers 12 certificates .

If you are planning on com-pleting a certificate program or are taking courses towards a certificate, please visit the Information Desk for a Certificate Tracking Booklet . At each session/ workshop room monitors will have stamps to verify your attendance . At the end of the meeting, bring your completed sheet to the Information Desk and pick up your certificate . If you did not send an e-mail to SRA before the meeting stating your interest in completing a certificate, you will need to sign in at the Information Desk .

Do you already have a Certificate Tracking Booklet from a previous SRA meeting? Instead of starting a new book, just keep collecting stamps . Blank lines are available to write in any new courses . Workshop and session descriptions indicate if the course applies towards a certificate and the certificate category .

• ClinicalTrialsAdministration101(CTRA101)• ClinicalTrialsAdministration201(CTRA201)• FinancialManagement(FM)• Grantsmanship(GR)• HumanResearchProtection(HRP)• IntroductiontoResearchAdministrationand

Management (IRAM)• Leadership(LD)• NationalInstitutesofHealthGrants

Fundamentals (nIH)• ThePracticeofResearchAdministration

and Management (PRAM)• Pre-Award(PA)• ResearchIntegrity(RI)

Categories:• RI-I:ResearchIntegrityGeneral• RI-II:ResearchProtectionsandCompliance

Review Boards• RI-III:DataManagement• RI-IV:SocialResponsibility• RI-V:Authorship,PublicationorPeerReview• RI-VI:ProblemSolving

• ResearchLaw(RL)Categories:• RL-I:PartiesandPlayers• RL-II:IntellectualProperty• RL-III:ContractsandGrants• RL-IV:PublicPolicy,ComplianceandEthics

EdUCATION dEFINITIONS

WORKSHOPS

Full and Half-Day Workshops will be offered on Saturday, october 22 and Sunday, october 23 . they are designed for maximum participation and exchange of information among participants . there is a separate fee to attend . Please see Registration for more details .

CONCURRENT SESSIONS

Concurrent Sessions are 75-minute sessions held on Monday, tuesday and Wednesday . Sessions are not registered for in advance and are included in Full Registration .

TRACKS

tracks are designed to develop the content in a way that assures value-added opportunities for attendees . the tracks represent major subject and issue areas in research administration and are organized into the following eight major subject areas:

• ProfessionalDevelopment• SponsoredPrograms

Administration• ManagementandOperations• FinancialManagement

• ResearchLaw• ResearchEthics• SponsorsandAgencies• SelectTopics

THREAdS

threads represent the program education content to meet the needs of members from the various fields and components in research administration . Workshops and sessions are broken down by thread online at www .sra2011 .org/threads and copies are available at the Information Desk .

• ClinicalTrials• Commercial/Industry• DepartmentalAdministration• Hospitals/MedicalCenters• International

• Nonprofit/Foundation• PredominantlyUndergraduate

Institutions (PUIs)• Academic/Training• ResearchDevelopment

EdUCATION PROGRAM LEVELS

Basic — less than two years of experience in subject area .Intermediate — Assumes general knowledge of the literature and professional practice in subject area .Advanced — Assumes thorough knowledge of the literature and professional practice in subject area .

BOdY OF KNOWLEdGE

SRA International’s Body of Knowledge is a topical index of information, articles, resources and links essential to successful research administration on all levels .

Body of Knowledge categories are:

• Infrastructure• TheProfession• Pre-Award

• Post-Award• PublicResponsibility• ClinicalTrials

each session description lists the Body of Knowledge categories online at www .sra2011 .org . to access the Body of Knowledge, visit www .srainternational .org .

Education Credit and Information


EdUCATION CREdIT

SRA International offers educational credit hours for all workshops and sessions . Registrants are required to track their own record of course attendance . letters verifying attendance can be obtained by e-mailing a list of all the courses you attended to SRA’s education Coordinator, nora Potter at npotter@srainternational .org .

CONTINUING EdUCATION HOURS (CEU/CEC)

A Continuing education Unit (CeU) is a nationally recognized measure of participation in a continuing education program . A CeU is de-

fined as ten hours of program contact (1 CeU = 10 hours of education programming) . In Canada and international countries, the term Continuing education Credit (CeC) may be used instead . A full- day workshop is 0 .6 CeU/CeC; a half-day workshop is 0 .3CeU/CeC; and each concurrent session is 0 .1 CeU/CeC . All WoRKSHoPS AnD SeSSIonS ARe APPlICABle FoR CeU/CeC CReDItS .

INTERNATIONAL ASSOCIATION FOR CONTINUING EdUCATION ANd TRAINING (IACET) CEUS.

SRA International is accredited to offer of-ficial Continuing education Units by IACet .

As an IACet Authorized Provider, SRA International offers CeUs for its designated workshops which are eligible under IACet guidelines . one IACet CeU is defined as ten contact hours of participation . For a list of courses offering IACet credit, visit www .sra2011 .org/iacet . A full-day workshop is 0 .6 IACet CeUs ; and a half-day workshop is 0 .3 IACet CeUs .

CERTIFIEd PUBLIC ACCOUNTANTS (CPE CREdIT)

the Society of Research Administrators International is registered with the national Association of State Boards of Accountancy (nASBA), as a sponsor of

continuing professional education on the national Registry of CPe Sponsors . State boards of accountan-cy have final authority on the acceptance of indi-vidual courses for CPe credit . Complaints regarding registered sponsors may be submitted to the national Registry of CPe Sponsors through its website: www .learningmarket .org .

learning objectives and program level are noted in the conference program . Any prerequisites/advanced preparation requirements are listed online at www .sra2011 .org . this program is a “group-live” offering . All WoRKSHoPS AnD SeSSIonS ARe APPlICABle FoR CPe CReDIt .

In accordance with the standards of the national Registry of CPe Sponsors, CPe credits are calculated on a 50-minute hour . Depending on the sessions you choose to attend, a maximum of 29 CPe credits can be issued for SRA’s Annual Meeting . All WoRKSHoPS AnD SeSSIonS ARe APPlICABle FoR CPe CReDIt .

Please pick up a CPe tracking Sheet at the Informa-tion Desk and have the room monitor initial the workshops/session you attended to confirm your attendance . You need to return your CPe tracking Sheet at the end of the meeting to the Information Desk . Certificate of Completion will be e-mailed after the meeting .

CERTIFIEd RESEARCH AdMINISTRATORS (CRA)

RACC accepts credit for all workshops, concurrent sessions and general sessions attended during the meeting . one contact hour is equal to one credit hour (1 hour 15 minute sessions = 1 .25 hours; 1 hour 30 minute session = 1 .5 hours) . All WoRKSHoPS AnD SeSSIonS ARe APPlICABle FoR CRA CReDIt .

CONTINUING LEGAL EdUCATION (CLE)

the Society of Research Administrators International is a provider of Cle credit . For attorneys seeking Cle credit, SRA can provide a letter verifying attendance, and any programming documentation necessary for an individual to try to obtain Cles through their state licensing board .

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F R I d AY, O C T O B E R 2 1

4:00–7:00 p .m . Registration OpenMezzanine Level

S AT U R d AY, O C T O B E R 2 2

7:30 a .m .–5:00 p .m . Registration OpenMezzanine Level


8:30 a .m .–5:00 p .m . SENIOR ANd INTERNATIONAL LEVEL WORKSHOPMcGill University, James Building



noon–1:30 p .m . Workshop Luncheon Marquette/Jolliet Room Available for attendees registered for a full-day workshop or 2 half-day workshops on the same day

(tickets required) .


2:00– 5:00 p .m . development & Finance and President’s Committee MeetingsSaint-Charles Room


5:00–6:00 p .m . Executive Committee MeetingTerrebonne Room

S AT U R d AY, O C T O B E R 2 2 W O R K S H O P S

Workshops require separate registration . Please see the Registration Desk for details and workshop descriptions .

8:30 a .m .–5:00 p .m . FULL-dAY WORKSHOPS

WS1: Senior and International Level Workshop: Development and Management of University/Industry Strategic Partnerships and their Economic ImpactSpeakers: Peter townsend, Director, Research office, lough-borough University, UK; Peter Hooper, PhD, Head of Research & enterprise Services, Keele University, UK; Janet Dibb-leigh, Senior Advisor, Strategic Research Partnerships, University of South Australia, Australia; John Westensee, Head, Research Support Administration, Aarhus University Hospital, Demark; terry Stout, Interim Director, (IC)³ - Industry Collaborations and Affiliated licenses, Georgia tech Research Corporation, U .S .; Mary-Margaret Klempa, Interim Senior Director, office of Spon-sored Research,Research and International Relations, McGill Uni-versity, Canada; nathan Currier, PhD, Associate Director, Contracts and Agreements, office of Sponsored Research, McGill University, Canada

WS2: It’s About the MoneyRoom: DuluthSpeaker: Kris Rhodes, Director, MAXIMUS, Inc .Certificate: FM-Required Workshop

WS3: A Guide to Clinical Trials Administration Room: RichelieuSpeaker: Bruce Steinert, PhD, Administrative Director, Clinical trials Center, northShore University HealthSystemCertificate: CtRA101-Required Workshop,

Schedule of Events


1:30–5:00 p .m . HALF-dAY WORKSHOPS

WS4: Of Course We Have a Succession Plan, Don’t We???Room: Saint-CharlesSpeakers: Daniel Campbell, CoBRe Program Administrative Coordinator, University of Idaho; nancy Shrope, Assistant Director, office of Grants and Research Development, Washington State University; Joann Waite, Director of Sponsored Research and Pro-grams, Academic Vice President’s office, Gonzaga UniversityCertificate: lD-elective

WS5: Grantsmanship I: Coaching Researchers to Write Successful Grant ProposalsRoom: PéribonkaSpeaker: Robert Porter, PhD, Director, Research Development, University of tennesseeCertificate: GR-Required Workshop

WS6: Stretched Thin... Understanding Department AdministrationRoom: BersimisSpeakers: MaDonna Perry, Administrative Director and William Hoffman, Department Administration, University of Maryland, Baltimore

WS7: Sub-contracting Under Federal Research Grants and ContractsRoom: GatineauSpeaker: J . Michael Slocum, JD, President, Slocum & Boddie, PC

WS8: The Challenges and Successes of Operationalizing a Conflict of Interest in Research Administrative Office at an Academic Medical CenterCancelled

WS9: Current FDA and OHRP Requirements: What Every Research Administrator MUST KNOWRoom: MatapédiaSpeakers: erika Stevens, Senior Manager, ernst & Young, llP; liz Wool, CCRA, President and Ceo, QD-Quality and training Solutions, Inc ., Member, Board of trustees, ACRP Certificate: nIH-elective

WS10: Synergize: Creating Effective Teams, Meetings and CommunicationRoom: Péribonka Speaker: Debra Schaller-Demers, Director, Research outreach and Compliance, Memorial Sloan-Kettering Cancer Center

WS11: Nuts and Bolts for the Successful Research AdministratorRoom: BersimisSpeaker: Kim Carter, CRA, Associate Director, office of Sponsored Programs, ohio State University

WS12: Departmental Research Administration: Facilitating the Research and the Thought ProcessRoom: ChaudièreSpeakers: Denise Clark, Assistant Vice President, and Ann Holmes, Assistant Dean, Finance and Administration, University of Maryland; tim Reuter, Associate Director Post-Award, office of Sponsored Research, Stanford University

WS13: How to Manage Multi-Partner International ProgramsRoom: MatapédiaSpeakers: Sandra nordahl, CRA, Co-Director, Sponsored Research, Contracting and Compliance, San Diego State University Research Foundation; John Westensee, Head, Research Support Adminis-tration, Aarhus University Hospital; Silke Blohm, Manager, King Abdullah University of Science and technology; Janet Dibb-leigh, Senior Advisor, Strategic Research Partnerships, University of South Australia

WS14: Post-Award Basics and Financial Issues in Research AdministrationRoom: Gatineau Speaker: Govind narasimhan, Associate Director, University of texas M .D . Anderson Cancer Center

WS15: Introduction to Research Integrity Room: MackenzieSpeaker: Russ Price, Federal Compliance Manager, office of Compliance Assistance, Utah State University; Camille nebeker, Principal Investigator and Research Fellow, Center for education, leadership, Innovation and Policy, San Diego State UniversityCertificate: RI-Required Workshop, HRP-elective

WS16: Demystifying U.S. Department of Education FundingRoom: HarricanaSpeaker: Marjorie Piechowski, PhD, Director of Research Support, University of Wisconsin-MilwaukeeCertificate: GR-elective

8:30 a .m .–noon HALF-dAY WORKSHOPS

Schedule of EventsS A t U R D A Y , o C t o B e R 2 2 W o R K S H o P S

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S U N d AY, O C T O B E R 2 3


8:00 a .m .–3:00 p .m . Exhibitor and Poster Set UpLe Grand Salon/Hochelaga



8:30 a .m .–4:30 p .m . Board of directors MeetingTerrebonne Room


noon–1:30 p .m . Workshop Luncheon Marquette/Jolliet Room Available for attendees registered for a full-day workshop or 2 half-day workshops on the same day

(tickets required) .

1:30– 5:00 p .m . HALF-dAY AFTERNOON WORKSHOPS Descriptions begin on page 13 .


6:30–7:30 p .m . New to the SRA Annual Meeting? Welcome and Introduction Jolliet Room We always welcome newcomers to the excitement of the SRA International Annual Meeting . If this is your

first time, attend this Welcome and Introduction gathering to learn how to navigate through the meeting . Participants will have an opportunity to meet the SRA leadership and ask questions about SRA .

6:30–7:30 p .m . International Section Inaugural ReceptionSaint Francois Room SRA Members from outside north America, join us as we celebrate the inauguration of your new Section!

the International Section is the first new section in the 44 year history of SRA . With representatives from over 36 countries and from every continent with the exception of Antarctica, the International Section is created to recognize the expanding need for management of international research collaborations .

7:30–10:00 p .m . Opening Reception Le Grand Salon/Hochelaga no matter the season, time or weather, Montréal loves a good festival and a great joie de vivre . Join us as we

meet, chat, laugh, eat, drink and celebrate the 2011 Annual Meeting .

S U N d AY, O C T O B E R 2 3 W O R K S H O P S

Workshops require separate registration . Please see the Registration Desk for details and workshop descriptions .

8:30 a .m .–5:00 p .m . FULL-dAY WORKSHOPS

WS17: Leading Through TransitionsRoom: Richelieu Speaker: David Mineo, Director, RSM McGladrey, Inc .Certificate: lD-elective

WS18: Fundamentals of Research Administration and Management Room: Saint-MauriceSpeakers: Janet Stoeckert, Director, Research Administration, University of Southern California; Chrissy Carr, Manager, office of Sponsored Research, la Jolla Institute for Allergy and Immunology; Cindy lopez, Director, Grants and Contracts, California State University, Monterey BayCertificate: IRAM-Required Workshop

WS19: Standard Operating Procedures (SOPs): The Key to Quality Human Research Protection Programs (HRPPs)Room: Saint-Charles

Speakers: liz Wool, CCRA, President and Ceo, QD-Quality and training Solutions, Inc, Member, Board of trustees, ACRP; Carol Fedor, Clinical Research Manager, office of Research Compliance and education, University Hospitals Case Medical Center

WS20: Introduction to Research Law Room: DuluthSpeaker: J . Michael Slocum, JD, President, Slocum & Boddie, PC Certificate: Rl-Required Workshop

WS21: Compliance Officer 101Room: Matapédia Speakers: tracy Arwood, Director, office of Research Compliance and Research Integrity officer, Clemson University; Daniel Vasgird, PhD, Director, office of Research Integrity and Compliance, West Virginia UniversityCertificate: HRP-elective

Schedule of Events


WS22: Finding the Right Research Administration SituationRoom: ChaudièreSpeakers: Sally Southwick, PhD, Associate Director of Sponsored Projects and Research, Keene State College; Mickie Kreidler, PhD, Director of Sponsored Programs, Dakota State University; Anne Pascucci, CRA, Director of Sponsored Programs, Christopher newport University

WS23: Proposal Development Room: MackenzieSpeakers: Marcia landen, Director of Grant Services, Indiana University; Michael McCallister, Consultant, Consilience International, llCCertificate: PA-Required Workshop

WS24: Integrating Tools and Strategies for Successful Pre-Award Management and Grant SubmissionRoom: PéribonkaSpeaker: Jennifer Kimbell, PhD, Coordinator, Contract Administration, the Queen’s Medical Center

WS25: Investigator-Initiated TrialsRoom: HarricanaSpeakers: Penny Smith, esq ., Attorney/owner, life Science law Group, llC; Michelle Williams, IIS Manager, UCB, Inc .

WS26: The Other Side of Grantsmanship: Relating to Program Officers and Thinking Like a ReviewerRoom: BersimisSpeaker: Robert Porter, PhD, Director, Research Development, University of tennesseeCertificate: GR-elective

8:30 a .m .–noon HALF-dAY WORKSHOPS

Schedule of EventsS U n D A Y , o C t o B e R 2 3 W o R K S H o P S

1:30–5:00 p .m . HALF-dAY WORKSHOPS

WS27: Global Professional DevelopmentRoom: ChaudièreSpeakers: Jan Andersen, eARMA Chair, University of Copenhagen, Faculty of life Sciences; Patrick Schlesinger, Assistant Vice Chancellor, Research Administration and Compliance, University of California, Berkeley

WS28: Establishing and Managing Cross-Institutional Research Collaborations - What Research Administrators Need to KnowRoom: PéribonkaSpeakers: Richard Katzman, Vice President of Academic Affairs, Cedars-Sinai Medical Center; Patricia Beckmann, PhD, executive Director, the oregon translational Research & Drug Development Institute; Stephanie McRae, JD, General Counsel, the translational Genomics Research Institute; Ron epperson, national Director of Intellectual Property Services, RSM McGladrey, Inc .; Gary Myles, JD, PhD, Shareholder, and Frank Curci, JD, Shareholder, Schwabe, Williamson & Wyatt

WS29: Budgeting BasicsRoom: Mackenzie Speaker: Sharon McCarl, Associate Dean for Financial Affairs, Carnegie Mellon UniversityCertificate: PA-Required Workshop

WS30: Making International Collaborations Work Room: Harricana Speakers: Birgit Whitman, PhD, Head of Research Governance, University of Bristol Quality Assurance, UK; Michel Bergeron, University Research ethics Committee, University of Montreal, Canada

WS31: Kirschstein NRSA Workshop: NIH Research Training Grants and FellowshipsRoom: Bersimis Speakers: nicole Fleisher and lisa Moeller, Supervisory Grants Management Specialists, and Kelly Aubrecht, Grants Management Specialist, national Institutes of HealthCertificate: nIH-elective

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7:00–7:30 a .m . Plated BreakfastLe Grand Salon

7:30–8:45 a .m . Opening General Session with Keynote SpeakerLe Grand Salon and distinguished Faculty Recognition

8:45 a .m .–5:00 p .m . Exhibit Hall OpenHochelaga Room


10:15–10:45 a .m . Morning Break in the Exhibit Hall


noon–1:30 p .m . Lunch on your own take a break from the busy conference . Check your e-mail, explore the Underground City or take a long lunch…

it’s been a busy year so enjoy some downtime!

12:15–12:45 p .m . division Meetings open to all SRA members . Commercial . . . . . . . . . . . . . .St. Charles Room Government . . . . . . . . . . . . . . Chaudière Room education . . . . . . . . . . . . . . . .Matapédia Room nonprofit . . . . . . . . . . . . . . . . Harricana Room


2:45–3:15 p .m . Afternoon Break in the Exhibit Hall


4:45–5:30 p .m . Section Meetings open to all SRA members . Canada . . . . . . . . . . . . . . . . . .Harricana Room northeast . . . . . . . . . . . . . . . . Gatineau Room International . . . . . . . . . . . . .Chaudière Room Southern . . . . . . . . . . . . . . . . . Péribonka Room Midwest . . . . . . . . . . . . . . . . .Richelieu Room Western . . . . . . . . . . . . . . . . . . Saint Laurent Room

5:00–7:00 p .m . Hospitality LoungeHotel Lobby tonight’s drink tickets are sponsored by emmanuel College . tickets are limited and will be distributed at Booth #34 .

7:00 p .m . dinner Groups — Sign up at the Information Desk .

7:30 p .m . SPECIAL MOVIE EVENTMcGill University “The Lucky Few”688 Sherbrooke Street West Groups will leave from the hotel lobby starting at 7:10 p .m .Room 1040 Join us to view “The Lucky Few” documentary created by the United States navy about the role of the USS Kirk

during operation Frequent Wind and operation new life .

In April 1975, the destroyer escort USS Kirk became a haven for refugees fleeing South Vietnam . Instantly, officers and sailors trained as warriors transformed a man-of-war into a humanitarian assistance ship . the documentary entitled “The Lucky Few” tells the story of how this small vessel rescued more than 30,000 refugees and escorted them to freedom and a new life . Research saves lives . “The Lucky Few” makes that clear as day .

the movie runs for about 1-hour and will be followed by a facilitated discussion and reception .

Schedule of Events

FeRIDUn HAMDUllAHPUR, PHD, PReSIDent AnD VICe CHAnCelloR, UnIVeRSItY oF WAteRloo, CAnADAFeridun Hamdullahpur is currently the President and Vice Chancellor at the University of Waterloo, Canada . His background is in developing new academic and research initiatives, and integrating research, graduate studies, technology-knowledge transfer and international programs and expertise, and to liaise with government, business, granting councils, other universities and organizations on research and academic matters .Dr . Hamdullahpur received his Bachelor’s and Master’s degrees in Mechanical engineering at the technical University of Istanbul, turkey, and a doctorate in Chemical engineering at the technical University of nova Scotia in Halifax, Canada .Dr . Hamdullahpur has been an active researcher and supervisor . His research areas include energy conversion, thermo-fluids and bio-mass gasification and combustion . He has published over 130 scientific and technical articles and supervised over 40 graduate students .

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M O N d AY, O C T O B E R 2 4 S E S S I O N d E S C R I P T I O N S

9:00–10:15 a .m . CONCURRENT SESSIONS

M1: Moving On or Up in Your Research Administration CareerRoom: PéribonkaContent Level: All levelsPlanning a career path in research administration requires a clear sense of direction, an understanding of the breadth and depth of the profession, and making the right match between applicant and posi-tion . this session will present strategies to develop effective applica-tion letters and resumes tailored for moving on or up in your research administration career . Attendees will review examples of letters and resumes from applicants across a spectrum of research administration positions . Participants also will learn to analyze position descriptions and ads to determine whether the position is a good fit and an appro-priate career move . the session will be useful to job candidates and to managers who are reviewing and hiring staff in research administra-tion positions . the presenter has extensive experience in hiring and managing staff in research administration and has served on multiple search committees to identify research administration candidates for staff as well as leadership roles .Learning Objectives:1 . Describe components of an effective application letter and

resume for research administration positions and apply this knowledge to individual career development .

2 . list appropriate items to include in an effective position description and develop ads to attract high quality applicants for staff or leadership .

Speaker: Marjorie Piechowski, PhD, Director of Research Support, University of Wisconsin-MilwaukeeCertificate: lD-elective

M2: Understanding Personality Can Improve Effectiveness in the WorkplaceRoom: ChaudièreContent Level: All levelsResearch administrators face many pressures including deadlines and anxious, sometimes distraught, faculty members . In this environment it is useful to understand that personality plays a role in every interac-tion . Much of the comfort or discomfort we feel when interacting with someone arises from the agreement or disagreement among personality types . For example, there are times when the perception of conflict actually arises from personality differences . An understand-ing of personality differences can smooth the way to effective interac-tions with the people we work with on a daily basis . this presentation will use information from the tool known as “Insights Discovery” that works to promote individual and organizational effectiveness . By understanding personality preferences, individuals gain insight into themselves which, in turn, enables them to better understand others . the influence of personality will be demonstrated by a case study that includes university-wide data to illustrate the role of personality in organizational behavior .Learning Objectives:1 . Identify different personality preferences .2 . Analyze personal interactions at work to clarify what people need

or expect from the situation at hand .

Speaker: Paul Meyers, PhD, executive Director, University of Houston-Clear lakeCertificate: lD-elective

M3: Balancing the Challenges of International Research with U.S. Export Control Regulations: Creating a Network of Support for PI’s and Research AdministratorsRoom: Hochelaga 5/6Content Level: All levelsGiven the challenges of balancing international research endeavors with U .S . export Control regulations, some institutions are shying away from the unprecedented opportunities that exist in today’s global environment . learn how tHe ReSeARCH ADMInIStRAtIon IMPRoVeMent netWoRK, tRAIn™ at the University of South Florida (USF) is helping to encourage international research endeavors by establishing a “network of Support” for research faculty, administra-tors, and students . the “network of Support” is a creative model, strategically designed to promote international research by helping PIs and research administrators successfully balance export control compliance with USF’s institutional commitment as a Global Research University through a newly formed unit called “USF World .”Learning Objectives:1 . Identify the strategies for balancing the challenges of

international research and export control regulations .2 . Describe how to establish a network of support that actively

promotes international research by helping PIs and research administrators successfully navigate export control regulations .

Speakers: Pearl Bigfeather, Associate Vice President for Spon-sored Research and Finance, Keith Anderson, Acting Assistant Director, Sponsored Research, and Robin Jones, elizabeth Foster, Brenda Simmons, tRAIn™ Facilitators, University of South Florida

M4: Funding Mechanisms and the Pitfalls Associated With EachRoom: Saint-laurentContent Level: BasicWhat are the differences between gifts, grants, contracts, coopera-tive agreements, etc .? It’s a complex world we live in and the lines are blurring! the vehicle through which monies come into the institution is a funding mechanism . Being able to properly identify the type of funding mechanism in play is the threshold question in the review process . Having a solid understanding of the pitfalls associated with each funding mechanism allows one to determine a reasonable ac-tion plan to move a project forward as efficiently as possible . Regard-less of the type of funding mechanism in play, one can focus a project review through four basic frames: laws/Rules/Regulations, Academic Mission, Institutional Policies and Pragmatic Considerations .Learning Objectives:1 . Identify the various mechanisms of sponsorship (gifts, grants,

contracts, cooperative agreements) .2 . Apply four frames during the review process to identify common

pitfalls: laws/Rules/Regulations, Academic Mission, Institutional Policies and Pragmatic Considerations .

Speakers: Madison Gray, JD, CRA, Assistant Director, Contract Management, Vanderbilt University; tammie Bain, JD, Manager,

Schedule of EventsM o n D A Y , o C t o B e R 2 4 C o n C U R R e n t S e S S I o n D e S C R I P t I o n S


Research Grants, Contracts and Billing, St . luke’s Health SystemCertificate: PA-elective; PRAM-elective

M5: Departmental Administration for Large Scale Programmatic Grants: From Development to ConclusionRoom: Saint-MauriceContent Level: All levelsAt some point in their career many research administrators are likely to encounter a major programmatic grant . this session will explore the complete lifecycle of a program grant from what it takes to sup-port the development of such a program through what happens when that program ends and the institution moves on . elements of this session include how to manage research teams, start-up and operational issues to consider, financial, staff and faculty manage-ment, program renewals and finally, audits and closeout . exploration of case studies as well as some tools will be available to help research administrators prepare for the challenges of program grant manage-ment and enhance their existing skills .Learning Objectives:1 . Develop an understanding of the key elements to successful

programmatic grant management .2 . Increase skills in supporting programmatic grant development .Speaker: Daniel Campbell, CoBRe Program Administrative Coordinator, University of Idaho

M6: Key Management Metrics: Using a Balanced Scorecard for Research Performance MonitoringRoom: BersimisContent Level: Intermediate/AdvancedResearch institutions and research support offices are interested in monitoring performance . Key performance indicators are now com-mon, but they can conflate and confuse between different areas of performance, and the different performers involved . the use of the balanced scorecard provides four perspectives (internal processes, finance and resources, learning and growth, and customers and stakeholders), in order to help differentiate between aspects that are important . this session will explain the need for metrics in research administration, provide an approach to defining and implementing performance management metrics, and discuss the application of the balanced scorecard to research and research support, adapting the standard scorecard to institutional, academic and operational support viewpoints .Learning Objectives:1 . Describe the balanced scorecard approach to performance

monitoring, in both its generic form and as adapted to research activity .

2 . Develop a plan for implementing metrics within one’s own organization . Construct a balanced scorecard for one’s own research operation .

Speakers: Ian Carter, PhD, Director of Research and enterprise, University of Sussex; Rick Rohrbach, Managing Director, Huron Consulting GroupCertificate: lD-elective; PRAM-elective

M7: Effective Budgeting and Contract Negotiations for Clinical TrialsRoom: MackenzieContent Level: Intermediateeffective budget development and negotiation requires preparation .

this session will identify costs associated with a clinical trial as well as discuss hidden costs to be aware of so that administrators can ac-curately prepare budgets to consistently maximize revenues to their site . this session will also review serious adverse event payments and the importance of having the contract and Informed Consent Form language match should an SAe occur . this session will review the different payment terms presented to the site by the sponsor and the importance of identifying language that could impact cash flow to the site . Conducting negotiations with sponsors can be very challeng-ing, so to complete the budgeting and negotiation cycle, this session will conclude with providing attendees some helpful negotiation strategies and allow participants to have an opportunity to actually negotiate a budget and contract with one another .Learning Objectives:1 . Prepare for the substance and process of negotiations that

commonly occur in research administration, recognize potential negotiation pitfalls and be able to effectively communicate their objectives .

2 . Identify start-up and per-patient costs to maximize revenue to one’s site and develop budgets that will ensure one’s site’s costs are covered .

Speaker: lisa Benson, Director of Research Administration and Sponsored Programs, Connecticut Children’s Medical CenterCertificate: CtRA101-elective; CtRA201-elective; PRAM-elective

M8: How to Prepare for a Federal AuditRoom: JollietContent Level: All levelsDuring this session the audience will learn how to prepare for a federal audit from an auditor perspective . We will talk about the main areas that auditors concentrate on during audits and will highlight key areas within the federal rules and regulations . Additionally, we will emphasize key areas such as effort reporting and will provide key points to help the audience understand whether they have an effective effort reporting system . Finally, we will provide some hints and advice on how to prepare for a successful audit or in the best of scenarios, how to prevent being selected for an audit by your grant-ing agency .Learning Objectives:1 . Understand that being proactive can prevent being selected to

be audited by the grantor(s) .2 . Prepare for an audit if selected for one and know what questions

to ask the auditors .Speakers: Wilfredo Corps, Director of Government Services, Mayer Hoffman McCann, PC; Doyle Smith, Director, MAXIMUS, Inc .Certificate: FM-elective; PRAM-elective

M9: Foreign Corrupt Practices Act: The Impact of the FCPA on International Research Collaboration and Other International ActivitiesRoom: RichelieuContent Level: All levelsthe Foreign Corrupt Practices Act (FCPA) is applicable to all U .S . entities . In general terms, it prohibits making or approving certain payments, or the giving of other consideration, directly or indirectly to foreign officials . Since “foreign” officials includes almost any govern-ment employee, including government-employed doctors, professors or university administrators, this is a law that directly impacts how


18

research institutions conduct business with foreign universities and government-owned research institutions .Learning Objectives:1 . Know the elements of the FCPA and be able to apply the

restrictions to real-world examples .2 . Identify ways that bribes can be implemented into agreements

and other transactions and differentiate between allowable and non-allowable payments to foreign officials .

Speakers: Michael lowell, JD, Senior Associate and leigh Hansson, JD, Partner, Reed Smith, llPCertificate: Rl-IV

M10: Conflict of Interest and EthicsRoom: GatineauContent Level: All levelsCompanies and nonprofit organizations alike have been buffeted for the last fifteen years with issues of conflict and ethics ranging from simple questions of self-dealing (can the individual researcher profit from work done on “company time”) to complex socio-religious issues . Governmental authorities have periodically established proscriptive and prescriptive laws and regulations promoting ethical behavior and criminalizing common activities . Most recently, much attention has been paid to legislation and regulation limiting the activities of medical personnel and organizations . other issues that have arisen and that are still bubbling include the conflicts arising between inven-tors/authors and their employers, the duty to disclose wrongdoing, and the rights of the accused in non-judicial proceedings . this session will address the nSF/nIH policies, the Stark legislation, procurement integrity, the effect of the SeC rules, etc ., on the enforcement of strictures against conflicts of interest and the mandated imposition of ethics rules on research organizations .Learning Objectives:1 . Identify and mitigate conflicts of interest .2 . Develop and administer conflicts of interest policies and

procedures .Speakers: J . Michael Slocum, JD, President, Slocum & Boddie, PC; Martin letendre, Director of ethics and legal Affairs, ethica Clinical Research, Inc .Certificate: Rl-IV; PRAM-elective

M11: Research Integrity: The Institutional PerspectiveRoom: DuluthContent Level: All levelsthis session can be used to fulfill the “Research Integrity General” category for the Research Integrity certificate . Academic and other research institutions are becoming more and more aware that many faculty, researchers, staff and students are not properly trained in eth-ics, professional standards and responsible conduct of research . this session provides a brief summary of the overall issues encountered and approaches to enhance the training and competency in research integrity and professional standards across several different types of organizations .Learning Objectives:1 . Identify the institutional and cultural-discipline-specific

challenges to RCR training .2 . list strategies to address the challenges in gaining “buy in” and

implementing RCR training .

Speakers: Debra Schaller-Demers, Director, Research outreach and Compliance, Memorial Sloan-Kettering Cancer Center; Camille nebeker, Principal Investigator and Research Fellow, Center for education, leadership, Innovation and Policy, San Diego State University; Daniel Vasgird, PhD, Director, Research Integrity and Compliance, West Virginia UniversityCertificate: RI-I; Rl-IV; HRP-Required; PRAM-elective

M13: DoD Research and Public Health Surveillance: Challenges in the International Setting, What are the Issues and What to Do About Them?Room: MatapédiaContent Level: Intermediatethe Armed Forces Health Surveillance Center (AFHSC) is the lead agent for conducting medical surveillance for the U .S . Department of Defense (U .S . DoD) since 2008 . Within the AFHSC, the Department of Defense Global emerging Infections Surveillance and Response System (DoD-GeIS) program provides a central coordination arm to provide guidance and funding support to a network of partners in conducting emerging infectious disease (eID) surveillance, research and response initiatives in over 75 countries worldwide . An important recurring theme that we deal with is the “scientific research versus public health surveillance” distinction when coordinating scientific efforts with international and host-country medical officials and sci-entists . this session will deal with the myriad of medico-ethical chal-lenges we face, to include coordination with multiple scientific review and institutional review boards (IRBs) and will provide a framework for action in terms of proposed solutions in addressing them . these challenges are not unique to the U .S . DoD; other non-military host-country (MoH) and international medical groups (such as WHo) as well as civilian non-governmental organizations (nGos) have to face similar issues . these issues will be presented and discussed in an open fashion and feedback provided by attendees will be incorporated into a session summary that will build upon the previous session on DoD-supported international surveillance efforts presented in october 2009 .Learning Objectives:1 . explain the distinctions between scientific research and public

health surveillance .2 . explain the main issues/problems faced while conducting infec-

tious disease surveillance and research in an international setting .3 . Identify two important medico-ethical challenges in the

international setting and proposed solutions for each .Speakers: Jose Sanchez, Influenza team leader, Armed Forces Health Surveillance Center; Andres lescano, PhD, Head of the Department of Parasitology and Director of Public Health training, Giselle Soto, Medical epidemiologist and Head IRB, and A . Roxana lescano, JD, Director, Research Administration Program, United States naval Medical Research Unit Certificate: PRAM-elective

M14: Working with Africa: Recent Developments in African Research ManagementRoom: Saint-CharlesContent Level: All levelsWith funding from the Carnegie Corporation, a number of African Universities have been engaged in a long-term institutional devel-



opment process . An important part of this program has focused on developing institutional capacity to manage the research enterprise, to enhance the capability to seek and secure funding and to com-mercialize research outcomes . three Universities, which began in very different stages of development, will describe what they have accom-plished and how the enhanced research management function will impact their future . Participants will hear how this process changed attitudes about research and practices for managing research at each institution . the Session will be moderated by Ms . Andrea Johnson, the Carnegie Program officer .Learning Objectives:1 . learn how capacity building can change institutional attitudes .2 . learn how an enhanced research management function can

change the institutional research culture .

3 . learn how improved research management practices can have a major impact on research capacity .Speakers: Bill Schweri, Director of Federal Relations, University of Kentucky; Paul Waugaman, Principal, technology Commercialization Group; elliott Kulakows-ki, PhD, Principal, the Dark Horse Group, llC

Speakers: Andrea Johnson, Program officer, Higher education and libraries in Africa, International Program, Carnegie Corpora-tion of new York; Abiodun Adediran, Director, linkages & Spon-sored Research, obafemi Awolowo University, Ife, nigeria; George nasinyama, Deputy Director (Research and Publications) School of Graduate Studies, Makerere University, Kampala, Uganda; Julius nutakor, University of education, Winneba, Ghana

M15: Multi-Generational Workforce DynamicsRoom: ChaudièreContent Level: All levelsMulti-generational interactions create a natural challenge in our relationships and directly impact workplace dynamics . this session will discuss the characteristics of the generations: traditionalists, Boomers, Gen X and Millennials and explore the boundaries in some generational and multi-generational exchanges . the session also will look at the challenges of leading, mentoring and supervising the multi-generational workforce and explore effective management and planning strategies in the changing face of work .Learning Objectives:1 . Identify and understand the characteristics of multiple

generations .2 . Draw conclusions for maintaining successful professional

relationships and developing strategies for leading a multigenerational workforce .

Speaker: Amy Sikalis, Director, office of Research and Institute for Healthcare Delivery Research, Intermountain HealthcareCertificate: lD-elective; PRAM-elective

M16: Using Classical Rhetoric Principles to Facilitate Grant Writing and Proposal DevelopmentRoom: Saint-CharlesContent Level: Intermediatethis session will offer an approach to facilitating researchers’ grant writing and proposal development activities that is rooted in classi-cal rhetoric concepts (e .g . the relationships among writer, text and audience; the Aristotelian appeals to logic, emotion and the speaker’s credibility) . these concepts will provide a foundation for fellow research administrators to more effectively organize and present grant writing and proposal development workshops and seminars to researchers at their institutions . Attendees will be able to take this approach back to their campuses to strengthen their existing workshops and seminars and/or rethink/revise them for greater success (i .e . more competitive proposals and higher award rates) .

Learning Objectives:1 . Understand principles of classical rhetoric as a set of

foundational tools for conceptualizing grant writing and proposal development .

2 . Use classical rhetoric concepts in planning workshops and seminars addressing grant writing and proposal development .

Speaker: Paul tuttle, Grants Consultant, the Hanover Research Council, llCCertificate: PA-elective, GR-elective

M17: Helpful Gatekeepers: Positive Management of the Limited Submission ProcessRoom: Saint-laurentContent Level: IntermediateSponsor agencies are increasingly looking to limited submissions as a means of controlling the number of proposals they must process, forcing a sensitive gatekeeper role squarely on research administra-tion . Rather than viewing limited submissions as a necessary but onerous responsibility, research administrators can manage this process in ways that can lead to constructive relationships with researchers, proposal improvements and overall faculty development . this session will focus on ten guidelines for positive management of limited submission grant programs, with practical tips on how to implement them .Learning Objectives:1 . list ten guidelines for positive management of limited

submission grant programs .2 . Develop practical strategies for implementing the guidelines in

one’s own institutional environment .Speaker: Robert Porter, PhD, Director, Research Development, University of tennesseeCertificate: PA-elective, PRAM-elective

M18: A FAR Clause Database: Managing and Negotiating FAR Clauses Based on Historical Decision-Making Room: Hochelaga 5/6Content Level: IntermediateA critical part of pre-award risk assessment for federal contracts is

10:45 a .m .–noon CONCURRENT SESSIONS


20

wading through the pages of FAR clauses that are identified . the wording changes periodically; the meanings can be nuanced; a particular clause may or may not apply . often the time for requests for exceptions or negotiations is at the time of proposal submission . In the frenzy to get the application completed, it can be difficult to get through the FAR clauses to make decisions about actions . once awarded, post award specialists must again check the FAR clauses to ensure there are no changes and, if the contract is renewed, deter-mine the applicability of the clauses once again . this session will present a database that Public Health Institute created to track its his-tory with each of the FAR clauses . It contains information about what activities these FAR clauses included (either directly or by reference) and what action was done for each one .Learning Objectives:1 . evaluate the utility of a database to provide historical information

about organizational actions regarding specific FAR clauses .2 . Identify ways to use databases to facilitate work in their home

institutions .Speakers: Mary-ellen Fortini, PhD, CRA, Manager, Bid and Proposal and Judith lubina, Former Manager, Bid and Proposal, Public Health InstituteCertificate: Rl-III; PRAM-elective

M19: Strategic and Operational Roadmap: Meeting Mandatory Research Staff Training RequirementsRoom: MatapédiaContent Level: AdvancedUsing a case study approach, this session addresses the methods and tactics for effectively and efficiently implementing mandatory re-search staff training . these requirements are generated from: national Science Foundation (nSF), Institutional Animal Care and Use Commit-tee (IACUC), Food and Drug Administration (FDA), office of Human Research Protection (oHRP) and the office of Research Integrity (oRI) . the roadmaps (e .g . plans) serve to protect institutions, investigators, research staff and oversight committees from non-adherence to regulations /regulatory agency requirements that may result in audit findings and/or sanctions .Learning Objectives:1 . Describe the content, methods and strategies for implementing

mandatory training requirements .2 . explain the institutional risk for non-adherence to training

requirements and training documentation .Speakers: erika Stevens, Senior Manager, ernst & Young, llP; liz Wool, President and Ceo, QD-Quality and training Solutions, Inc, Member, Board of trustees, ACRPCertificate: CtRA201-elective

M20: Service Center Operations: Changing Regulations and Changing PracticesRoom: RichelieuContent Level: Intermediate/Advancedthe nIH issued Draft FAQs to explain Costing Issues for Core Facilities (nIH notice number: not-oD-10-138), which when finalized could impact the way University Service Centers operate . this session will take a look at the potential impact of the guidance in each question’s response and the changes that may result in common practices of institutions and departmental service center operations . In addition,

this session will address ways in which universities can manage the number of service centers at their institutions . this includes registra-tion, rate calculations, consolidation and budget redistribution . We will also discuss lessons learned from a recent internal audit of Yale’s Service Center (known as Internal Service Providers) monitoring prac-tices and departmental adherence to policy and procedures .Learning Objectives:1 . Understand the impact of nIH FAQ’s to explain Costing Issues for

Core Facilities .2 . Managing Service Centers .3 . Apply lessons learned from an internal audit, including gaps in

policy, procedure, and operations .Speakers: Joanne Bentley, Director, Faculty Research Manage-ment Services and Pauline Fagan, Manager of Cost Analysis, office of Grant and Contract Financial Administration, Yale UniversityCertificate: PRAM-elective

M21: An Update on National Audits of ResearchRoom: Saint-MauriceContent Level: Intermediate-AdvancedIn this presentation, we will update the audience on all of the cur-rent major audits being performed nationally on research, support programs and systems, and compliance with federal regulations and laws . this session will focus on ARRA and Administrative and Clerical Audits . We will discuss the current status of these ongoing audits as well as related issues such as HB2146, which would apply current reporting on ARRA projects to all research projects . After giving a baseline on where we stand with the audits being conducted nationally, we will delve into the audit process and what you might expect if you are audited . this presentation will answer the following questions: When might we be audited? By whom? How in depth will the auditors be in their reviews? What specific areas will be audited? What should I do if costs are disallowed? How can I manage the audit process? Along with the answers to these and other questions we will have a panel of individuals heavily involved with these audits and their resolution . Learning Objectives:1 . Understand the objectives of the current national audits and how

they are being conducted .2 . examine next steps and develop a plan of action to prepare for

these audits and have the ability to assess whether there are issues at one’s institution in these areas .

3 . Know where to go to find current information on these audits .Speaker: Dan Hamlin, Partner, Higher education and Academic Medical Centers, AttAIn, llCCertificate: FM-elective; PRAM-elective

M23: BioBanking Basics: An Overview of Current Legal and Compliance Issues Related to Human Specimens Collected in ResearchRoom: GatineauContent Level: Intermediate-AdvancedBiobanking is increasingly in the news and on the radar of elected officials, scientists, public and private sponsors and regulators . the potential gains in scientific knowledge and funding support are balanced by significant regulatory, legal and ethical challenges . As part of conducting human research, institutions and sponsors have



responded to some of these concerns through established processes, while lawmakers and regulators have enacted a patchwork of laws, rules and regulations in an attempt to address these issues . to ensure continued legal and regulatory compliance associated with the collection, storage and use of biological specimens, investigators and institutions must steer their way through increasingly complex requirements . Additionally, as social and ethical concerns continue to evolve, so do the procedures, laws and regulations to address those concerns .Learning Objectives:1 . Identify differences between HHS and FDA Informed Consent

requirements and applicability to different scenarios such as clinical trials and material transfer arrangements with industry sponsors .

2 . Describe the application of HIPAA to the use of protected health information .

Speaker: J . Michael Slocum, JD, President, Slocum & Boddie, PC Certificate: Rl-II&IV; CtRA101-elective; CtRA201-elective; PRAM-elective

M24: Clinical Trials: The Industry PerspectiveRoom: MackenzieContent Level: All levelsthis session will focus on a pharmaceutical company’s expectations of an institution conducting clinical trials . the discussion will include site selection criteria, IRB review/oversight, patient privacy/Health Insurance Portability and Accountability Act (HIPAA) implications, confidentiality concerns and a review of regulatory requirements .Learning Objectives:1 . Develop an understanding of the industry sponsor’s point of

view on basic clinical trial issues .2 . Identify areas where industry sponsor’s and institution’s interests

converge as well as those where each party’s interests and perspectives differ .

Speakers: Rosemary Farr, esq ., Counsel, Reed Smith llP; Penny Smith, esq ., Attorney/owner, life Science law Group, llCCertificate: CtRA101-Required; HRP-elective

M25: Research Compliance 101Room: HarricanaContent Level: BasicResearch presents numerous compliance challenges for hospitals, physician practices, academic medical centers and health systems . Responsibility for navigating and managing these issues often falls on the Compliance officer but many others, including personnel in finance, operations, Human Resoruces, and departmental administra-tors play key roles . And, of course, the PI and his/her study team are essential for helping keep research compliance risks in check . this session will focus on the compliance issues that health care organiza-tions face in managing research . It will outline many of the key areas of focus, including human research protections, scientific misconduct, conflicts of interest, research billing, financial grants management and more . Finally, this session will address some specific ways that organizations can diagnose the sufficiency of internal controls associ-ated with many of these primary research compliance risk areas .

Learning Objectives:1 . Provide overview of research compliance (dynamics,

accountabilities, regulations) .2 . Identify the common areas of risk and compliance concerns

that health care organizations must face if they choose to nurture research activities .

Speakers: Kevin eskew, Managing Director, Health Care & life Sciences Practice, SnR Denton US, llP; Bruce Steinert, PhD, CCRA, Administrative Director, Clinical trials Center, northShore University HealthSystem

M26: The Role of Policy: Creating and Supporting Expectations for Ethical GovernanceRoom: BersimisContent Level: All levelsthis session will provide guidance for the development of policy to respond to regulatory requirements as well as issues of integrity in re-search . examples will be provided of regulations that involve an inher-ent aspect of societal expectations, as well as regulations that appear more mundane or bureaucratic . Methods of implementation of policy through procedures, guidance and practice will also be explored . the session will include ideas to help harmonize policies within the organization while still meeting agency requirements . the impor-tance of policy as an instrument of governance will be discussed, and examples will be shared illustrating the difference between gover-nance and management functions . the role of policy in supporting the responsible conduct of research will be emphasized .Learning Objectives:1 . Identify and understand how to correct areas in organizational

policy that have not been harmonized and that create opera-tional ambiguity in their organizations .

2 . Identify and articulate societal expectations that are expressed in regulation, and identify ways those expectations can be translated into policies and practices in their organizations .

Speaker: Russ Price, Federal Compliance Manager, office of Compliance Assistance, Utah State UniversityCertificate: RI-VI; PRAM-elective

M27: National Science Foundation (NSF) UpdateRoom: JollietContent Level: All levelsthis session is a comprehensive review of what is new and develop-ing with the national Science Foundation’s programs, policies, people and budgets . Participants will learn about changes affecting their institution and new programs of interest to their researchers .Learning Objectives:1 . Understand upcoming changes to nSF policies and procedures .2 . learn about current and future nSF budgets, agency priorities

and involvement in electronic initiatives including advances with Research .gov .

Speaker: Jeremy leffler, outreach Specialist, national Science FoundationCertificate: GR-elective; IRAM-elective; PRAM-Required


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M28: Researcher Resources and Funding SearchesRoom: PéribonkaContent Level: All levelsParticipants will learn how to conduct a funding search using numer-ous electronic tools and web-based databases . How to register with various private foundations and federal alert services to receive information on current funding opportunities will be demonstrated . Basic prospecting strategies and tools will be discussed for identifying potential funding sources and effectively targeting and managing searches .

Learning Objectives:1 . Conduct a funding search using numerous electronic tools and

web-based databases .2 . Identify potential funding sources and effectively target and

manage searches .Speaker: tony onofrietti, Director of Research education, University of Utah

1:30–2:45 p .m . CONCURRENT SESSIONS

Schedule of Events

M29: Mentoring BasicsRoom: ChaudièreContent Level: All levelsWhat is a mentor? What are the characteristics of a mentor? one side of the coin: Why become a mentor? What does a mentor do? And the other side of the coin: Why should you choose a mentor? What do you look for in a mentor? this session will examine characteristics of a mentor and look at the differences between a mentor and a coach or trainer . We will explore some of the reasons a person might want to become a mentor as well as why someone might want a mentor . this will be an interactive session with audience participation and suggestions . At the end of the session, we will present one or two case studies for discussion and possible resolution .Learning Objectives:1 . Identify the characteristics of the ideal mentor .2 . Identify reasons to be a mentor and reasons to choose a mentor .Speakers: elsa nadler, Director, Grants Development, University of toledo; Kim Carter, CRA, Associate Director, office of Sponsored Programs, ohio State UniversityCertificate: lD-elective; PRAM-elective

M30: Past, Present and Future of Research AdministrationRoom: PéribonkaContent Level: All levelsIt is important for research administrators to know the history of their profession . Having a sense of why and where we came from allows us to better understand and reflect on the direction we are going and if we need to “adjust the sails” when navigating for the future . this session will provide an overview of our profession as it has developed and emerged over time . First, we will highlight the significant histori-cal events during the initial formation of research policy in the U .S . and the growth stages of the research administration profession . Second, we will examine current events and where we are today at this point in time . third, we will look forward in an attempt to peer into the future at how new innovations, policies, and an ever-expanding global research enterprise will bring new challenges and complexities that impact our profession .Learning Objectives:1 . Identify and describe significant U .S . historical events and policies

that have impacted research administration and the profession .2 . Analyze the progression of U .S . science policy and its importance

to the growth of the research enterprise .

Speaker: Jo Ann Smith, PhD, CRA, Assistant Professor Program Coordinator for Masters of Research Administration, University of Central Florida

M31: Funding DevelopmentRoom: JollietContent Level: BasicAcquisition of funding is a highly competitive process particularly with emerging trends of flat to modest increases in research and develop-ment budgets . the aim of this session is to demystify the identifica-tion of funding opportunities by providing tips and techniques as well as an overview of various types of electronic search directories, engines, services and databases . Key considerations such as applica-tion due date, funding limitation, eligibility and other restrictions will be covered . Additionally, search strategies using a wide range of funding programs, sources and opportunities applicable to specialty are provided . Specifically, CoS, IRIS, SPIn, grants .gov and other search database features and e-mail alert service options will be demonstrat-ed . Participants will also review e-mail alert services and the use of social media, particularly twitter streams as an optimal tool in funding development and dissemination of funding trends and opportunities in a global context .Learning Objectives:1 . Identify funding opportunities utilizing electronic, social media

and interpersonal mechanisms .2 . Review electronic search directories, agency search engines and

databases to find funding information electronically and via social networking sites .

Speaker: Renee Vaughan, CRA, Director of Research Communication and Compliance, Duke University Medical CenterCertificate: PA-Required

M32: Herculean Task or Natural Progression: A Case Study for the Merger of Pre- and Post-Award OfficesRoom: DuluthContent Level: All levelsthis session details the trials and triumphs, timeline, tasks and out-comes for the merger of pre- and post-award offices on a comprehen-sive, public university campus . At the end of this session, participants will have an outline for the tasks of one implemented merger, the pitfalls and pratfalls, successes and stresses and the nature of making the merger continue to work . one Director’s story…

M o n D A Y , o C t o B e R 2 4 C o n C U R R e n t S e S S I o n D e S C R I P t I o n S


Learning Objectives:1 . Have an outline for the tasks of one implemented merger, the

pitfalls and pratfalls, successes and stresses, and the nature of making the merger continue to work .

2 . Gain insight into the breadth, rationale, elements, dangers and practicality of merging pre- and post-award offices/functions at a smaller PUI .

Speaker: Maggie Bryan-Peterson, CRA, Director, office of Sponsored Programs, SUnY Fredonia

M33: Benchmarking in Research Administration and the Efficiencies of Open International Research Data StandardsRoom: HarricanaContent Level: Intermediate/AdvancedBenchmarking allows us to improve our service delivery by emulating best practice . Research data standards allow us to harness and better share the increasingly fragmented, duplicative and complex set of data about research personnel and activities . In this session attendees will learn the various approaches to benchmarking their own research administration and novel approaches to benchmarking the main stakeholders for the office . they will also learn the efficiencies that data standards can bring to research administration .Learning Objectives:1 . learn appropriate benchmarking techniques and new

approaches .2 . Identify research data patterns and the degree of commonality

among international jurisdictions .3 . evaluate the value of adopting open data standards within one’s

institution and analyze the steps required to get there .Speakers: Colin Cooper, Research Facilitator, liverpool Hope University; David Baker, executive Director, Consortia Advancing Standards in Research Administration InformationCertificate: lD-elective; PRAM-elective

M34: Development of a Harmonized Clinical Research ProgramRoom: Saint-laurentContent Level: IntermediateDevelopment of a provincial clinical research program is predicated on the desire to streamline processes, increase efficiency, reduce redundancies and promote academic and professional recognition . this session will review the process one group undertook to bring a number of disparate cancer research groups/institutions together to function as one entity . this incorporated everything from the de-velopment of a business plan to the creation and implementation of standard processes . Benefits range from improved funding capacity, national recognition and reduced workload .Learning Objectives:1 . evaluate the research environment and infrastructure needs of

investigators and institutions .2 . Identify and prioritize the essential components to bring a pro-

gram together and develop a successful implementation plan .Speakers: Rachel Syme, PhD, executive Director Research and Maureen Vallee Matthews, operations leader, Alberta Clinical Cancer Research Unit, Alberta Health ServicesCertificate: CtRA201-elective

M35: Overview of 2 CFR 220 (OMB A-21)Room: Hochelaga 5/6Content Level: Beginner-Intermediate2 CFR Part 220 contains the cost principles applicable to grants, contracts and other sponsored program agreements with educa-tional institutions . this session will focus on the basic tenets of the principles including development of the F&A rate, the concepts of allowability, allocability and reasonableness, direct vs . F&A costs, allowability “in like circumstances,” and “Section J .10” (compensation and effort reporting) .Learning Objectives:1 . Become familiar with cost principles applicable to educational

institutions .2 . Develop a basic working knowledge of the principles and how

they apply to sponsored projects .Speaker: Kathryn Watkins-Wendell, CRA, Director of Research Services and Sponsored Programs, University of AkronCertificate: FM-Required; PRAM-Required

M36: 2 CFR Part 230 (OMB A122) — An OverviewRoom: GatineauContent Level: tBDthis part of the Code of Federal Regulations (CFR) establishes the cost principles for non-profit organizations related to grants, contracts and other agreements . Part 230 discusses subject of cost determinations . Areas discussed are an overview of basic considerations including, composition of total cost, direct costs (allowability, reasonableness and allocability), indirect costs and types of methods for determin-ing indirect costs .Learning Objectives:1 . Become familiar with cost principles applicable to nonprofit

institutions .2 . Develop a basic working knowledge of the principles and how

they apply to sponsored projects .Speaker: Karen Wilson, Chief Compliance officer, national optical Astronomy observatory/Association of Universities for Research in AstronomyCertificate: FM-Required; PRAM-elective

M37: The Defensive IRB: Lessons to be Learned from the Practice of Defensive MedicineRoom: MatapédiaContent Level: Intermediateone unintended and least desirable effect of an increase in medical malpractice litigation is the practice of defensive medicine . In defen-sive medicine, a provider’s actions are primarily undertaken to avoid liability rather than to benefit the patient . examples of such a practice include doctors ordering tests, procedures, visits, or avoiding high-risk patients or procedures primarily (but not necessarily solely) to reduce their exposure to malpractice liability . Defensive medicine increases the cost of health care and may expose patients to unnecessary risks . news of research institution shut-downs and human research lawsuits has increased dramatically since 1993 . With the increase of liability for research institutes, what are the unintended effects of IRB defensive practices? What lessons can be learned from the practice of defensive medicine that is applicable to IRBs?


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Learning Objectives:1 . Using active conversation, evaluate lessons to be learned from

the defensive medicine story and learn how to apply them in administration of research on human subjects .

2 . Identify areas where IRBs have been operating in response to shutdowns and where IRBs have been cited for not identifying risks to human subjects .

Speakers: Rebecca Ballard, JD, Director, office for Research Integ-rity Course, Director and Adjunct Faculty, Kansas City University of Medicine and Biosciences, Children’s Mercy Hospitals; Marcie Wolf, Indiana University School of law, IndianapolisCertificate: Rl-I&IV; CtRA201-elective

M38: Contents of a Clinical Trial AgreementRoom: MackenzieContent Level: Basicthis session will discuss the core issues that need to be covered in any sponsor-initiated clinical trial agreement, and include drafting tips and a discussion of each party’s perspective .Learning Objectives:1 . Identify the basic provisions of an agreement covering an

industry sponsor-initiated clinical trial .2 . Develop an understanding of the purpose of each provision,

the risk being addressed and a sponsor’s versus a site’s preferred language and possible fall-back language .

Speakers: Rosemary Farr, esq ., Counsel, Reed Smith llP; Penny Smith, esq ., Attorney/owner, life Science law Group, llCCertificate: Rl-I&III

M39: A Back to the Basics Global Approach to Nuremburg, Helsinki, Belmont and the Road to Regulations and PracticeRoom: RichelieuContent Level: Basicthe research enterprise has become more complex over time with mounting pressures for investigators and institutions to comply with regulations . It is important that all members of the research teams recognize and understand the history of human subjects protection and basic ethical principles that need to be applied to research at any stage of the process . the discussion will lead attendees through the ethical considerations and how they have led to regulations and practices in countries across the world . this will help research admin-istrators understand this progression in order to appropriately review studies within their organizations . this understanding will allow them to not just focus on the regulatory compliance issues facing institu-tions today, but will also ensure protection of and respect for research participants at any point in the research process . Learning Objectives:1 . Describe the history of ethical guidelines and regulations for the

protection of human subjects .2 . Analyze studies with basic ethical principles in mind .Speaker: tonya edvalson, Research Compliance Manager, University of UtahCertificate: RI-II; nIH-elective; PRAM-elective

M40: Beyond the Embryo: Understanding Ethical and Policy Issues in Stem Cell ResearchRoom: Saint-Maurice

Content Level: All levelsSince the pioneering isolation and culture of human embryonic stem cells (heSC) over a decade ago, a new era of clinical promise in regenerative medicine (RM) has emerged . Stem cell research (SCR) promises to improve our ability to prevent and cure disease by providing cells for organ transplantation and cell therapies, creating a successful model system for drug discovery, developing new testing methods for drug efficacy, toxicity and safety, and providing a deeper understanding of the processes of human cell differentiation for the treatment of diseases . this presentation will provide an overview of emerging socio-ethical and legal issues related to stem cell research and possible clinical applications . the aims are threefold: 1) assess trends, 2) demonstrate policy shortcomings and 3) facilitate interna-tional harmonization of socio-ethical and legal issues relating to the use of stem cells in biomedical and clinical research .Learning Objectives:1 . Gain an understanding of socio-ethical issues associated with

stem cell research and with their therapeutic applications .2 . Gain an understanding of the legal issues associated with stem

cell research .Speaker: Rosario Isasi, JD, Research Associate, Centre of Genomics and Policy, McGill UniversityCertificate: HRP-elective; PRAM-elective

M41: Fogarty International ProgramsRoom: Saint-CharlesContent Level: All levelsthis session will give you information about the nIH – Fogarty International Center’s grant programs and some basic information about the nIH Grants Process .Learning Objectives:1 . Gain a greater understanding about the Fogarty International

Center at nIH and its grant programs2 . Gain a greater understanding about the nIH grants processSpeaker: Bruce Butrum, Chief Grants Management officer, Fogarty International Center, national Institutes of HealthCertificate: nIH-elective

M42: The Lab: Interactive Movie on Avoiding Research Misconduct, Part IRoom: BersimisContent Level: All levelsthe lab allows the viewer to become involved and make the deci-sions of a Research Integrity officer (RIo), graduate student, post doc or faculty member . Along with the story component we will look at the key ways the characters choose to handle moral situations . We will discuss a four step process that illustrates when a person (1) identifies a moral ethical issue, (2) asks questions and makes a moral judgment, (3) has the awareness of what to do and (4) has the courage to act . the audience chooses the behaviors for the characters and will have short discussions on the ethical issues related to the various choices . In the first session we will look at the RIo and the decisions that she has to make in learning and handling her role . In the second session (M56) we will look at the graduate student, Kim, and the dilemmas that she encounters . Participants can attend either or both sessions . Speaker: elizabeth Holmes, PhD, Stockdale Center for ethical leadership, United States naval AcademyCertificate: PRAM-elective



M43: Understanding The Agency Review ProcessRoom: Saint-MauriceContent Level: Basic-IntermediatePart of the strategy for successful grant applications is understand-ing how the review process works and tailoring the application for that process . this session will present specific information about the similarities and differences in the review process at major federal agencies . Participants will learn about the steps in the review process, how reviewers are selected, what reviewers look for in successful proposals, why research administrators need to know the review process, how to become a reviewer, and how research administra-tors can benefit personally and professionally from being a reviewer . Questions from the audience will be welcomed .Learning Objectives:1 . Describe the selection of reviewers and the review process at

major federal grant agencies .2 . Apply knowledge of the review process to develop effective,

successful proposals .3 . Understand the benefits of becoming a reviewer for the

individual and the institution .Speaker: Marjorie Piechowski, PhD, Director of Research Support, University of Wisconsin-Milwaukee

M44: Write for the JournalRoom: HarricanaContent Level: All levelsResearch administrators possess a depth and breadth of knowledge and experience . one way to share this expertise is by publication in The Journal of Research Administration. What kinds of topics might be considered for publication? How does the submission and peer review process work? What are the hallmarks of a well written manu-script? Representatives of The Journal will address these questions by sharing their experiences and specific areas of expertise . this presentation will seek to encourage both new authors and seasoned contributors to formulate ideas and hone their skills .Learning Objectives:1 . Identify and fine-tune topics for consideration in The Journal.2 . Understand how the submission process works .Speakers: Mary Adams, Research Compliance officer, VA Medical Center; J . Michael Slocum, JD, President, Slocum & Boddie, PC; Bruce Steinert, PhD, Administrative Director, Clinical trials Center, northShore University HealthSystem

M45: Sponsored Research JeopardyRoom: Saint-laurentContent Level: BasicWe all need to know and understand the myriad of regulations and requirements that govern sponsored research . But how interesting can learning these be? Join us for a fun, interactive session playing Jeopardy! . . . whether you’re new to A-21, effort reporting, and cost transfers or just refreshing your knowledge .Learning Objectives:1 . Understand the regulations and requirements governing

sponsored research .2 . learn about sponsored research hot topics affecting one’s institu-

tion (e .g . conflicts of interest, export controls, effort reporting) .

Speakers: Kimberly Ginn, Director, and Ashley Deihr, Manager, Baker tilly

M46: Pre-Award PreparationRoom: JollietContent Level: BasicPre-award research administrators must be able to assist investiga-tors in many areas, from identifying appropriate funding programs and mechanisms to budget development and proposal review and approval, including such related issues as application of award types, export controls and effort reporting . this session will provide participants with the knowledge and skills to assist investigators with understanding and addressing federal rules and regulations govern-ing proposal requests, agency policies and award types, matching projects to program guidelines and developing their proposals in a timely manner . this session will discuss what elements need to be approved in advance, such as cost share, program income, investiga-tor eligibility and space needs; who should review and approve a proposal before submission; and who should have signature authority for various documents and reports .Learning Objectives:1 . learn the typical elements of a proposal; institutional assurances

and certifications .2 . Understand the regulatory environment for federal funding .3 . Describe the relevance of conditions of award types (grant,

contract, sub-award, cooperative agreement) and how to distinguish from gifts .

4 . Apply strategies for successful submissions: what works, what doesn’t, what elements require prior approval .

Speaker: Dorothy Yates, PhD, Associate Vice President, Research & economic Development, University of WyomingCertificate: PA-Required

M47: Research Administration Performance: Engaging Students in Process ImprovementRoom: RichelieuContent Level: All levelsResearch administration units at smaller institutions or with small staff are often challenged to provide seamless services that support pre- and post-award activities . Find out how a new research office engaged graduate business students in analyzing and deconstructing office processes to enhance operations and effectiveness . Present-ers will share the inputs, processes and recommendations from the students’ analysis and their recommendations . examples will highlight ways that student recommendations have translated into more effective operations . Participants will explore other methods and approaches that local faculty and student expertise can inform the work of the office .Learning Objectives:1 . explain how business process improvement (BPI) analysis can

enhance research administration operations .2 . Relate the benefits of engaging students and their faculty as

office stakeholders in research administration activities .Speakers: elizabeth DeFrancisco, Assistant Director, office of Sponsored Programs and Research, and Brigitte Valesey, PhD, Assistant Provost, Widener University



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M48: Institutional Research Planning: Supporting a Culture of Research Excellence in a Time of Dynamic ChangeRoom: GatineauContent Level: Intermediatethe research environment is a shifting reality and planning for success can ensure a healthy future for all researchers at your institution . What concrete steps can institutional research administrators take to build a culture of research excellence? this session will highlight the need for planning that integrates academic vision/goals and administrative action plans in order to ensure the institution sustains and builds a quality research program that is well funded and vibrant . the session will specifically examine the various strategies and planning exercises pursued within a decentralized, divisional, and department office at a large university in Canada . Participants will gain direct access to information that was used in the planning process .Learning Objectives:1 . Understand the stages and evolution of an effective institutional

research planning exercise .2 . transfer the knowledge acquired in order to begin development

of one’s own planning exercise .Speakers: normand labrie, PhD, Associate Dean, Research and Graduate Studies, Denise Makovac-Badali, Director, and Joey laforge, Administrative Assistant to Associate Dean, University of toronto, ontario Institute for Studies in educationCertificate: PRAM-elective

M49: Impact on the Bottom Line: Preparing a Research Profit and Loss Statement and Analyzing the Performance of Your University’s Research EnterpriseRoom: DuluthContent Level: Intermediateto understand the ongoing financial investment in research, uni-versities are seeking ways to measure the financial performance of research and the level of efficiency and effectiveness of their research enterprises . During this session, the speakers will share methods for creating research Profit & loss (P&l) statements of the research enter-prise . We will discuss the research-related revenue and expense data, how to use the data to analyze performance and how it might impact the bottom line . We will describe ways to analyze and improve the bottom-line operating results . this session will also identify ways to measure performance of your research administration units (pre- and post-award), organization structures and business processes in order to improve research administration operations .Learning Objectives:1 . Calculate P&l statements for research, analyze research-related

data and identify the key financial, operational, organizational, personnel and technology impacts on research enterprise perfor-mance .

2 . Identify key metrics for benchmarking against industry standards and for improving the efficiency and effectiveness of the research administration infrastructure .

Speakers: Anne Sullivan, Director and Matthew Faris, Director, Huron Consulting Group; Andrew Horner, Assistant Vice President for Post Award Financial operations, Boston UniversityCertificate: FM-elective; PRAM-elective

M50: Tactical Framework for a Clinical Trial Billing AuditRoom: Hochelaga 5/6Content Level: IntermediateClinical trials present several operational, financial and regulatory challenges for provider organizations . Research patient billing is one of the areas that is often most problematic . the complexities associat-ed with identifying, segregating and billing patient care charges that occur within a research protocol are often dealt with by health care organizations in highly customized, paper-intensive manual “work-arounds .” this can contribute to frustration for the multiple stakehold-ers involved in effectuating the clinical trials billing continuum . Some of that frustration results from research patient billing errors that can be common in many provider organizations as well as sometime unacceptable delays in the timeliness of generating bills and debiting research accounts . Research administrators who seek to ensure that they are appropriately carrying out this process need tools to evaluate and audit their business procedures to ensure compliance effective-ness and optimized work flow . this session focuses on the issues that create the need for clinical trial billing audits, approaches to conduct-ing such an audit, areas to review and a discussion of remediation strategies for dealing with the most common outcomes of such a review .Learning Objectives:1 . Discuss the dynamics, accountabilities and regulations surround-

ing clinical trials billing .2 . Identify the common areas of risk and issues that are usually

cited in an audit .Speaker: Kevin eskew, Managing Director, Health Care & life Sciences Practice, SnR Denton US llPCertificate: CtRA201-elective

M51: The FDA is Coming — How Will You Coordinate With Your Sponsor?Room: PéribonkaContent Level: All levelsYou have just gotten notice that the FDA will be visiting your site . How will your sponsor be involved? Some of the details may be speci-fied in your clinical trial agreement (CtA) . Did you treat it as “boiler-plate” when you negotiated the clinical trial agreement or did you consider the details about how the sponsor would be involved? Some details may be addressed at time of CtA signing but other details may depend upon the nature of the visit or how activities evolve during the FDA visit/review . this session will explore some of the issues that may come into play when the interests of the various entities [e .g ., principal investigator (PI), facility/hospital, sponsor, site] are not in harmony (e .g . what if the sponsor wants to review and approve your response in advance but your PI doesn’t agree with this approach or disagrees with the sponsor’s perspective) .Learning Objectives:1 . Understand the importance of the CtA language regarding

FDA visits .2 . Plan for FDA visits and sponsor involvement .Speakers: David King, JD, Director, office of Industry Contracts and Assistant University Counsel, University of louisville; Karen Mullin, Chief General Counsel/Director of Corporate Relations, the Forsyth InstituteCertificate: Rl-I&IV; CtRA101-elective; CtRA201-elective



M52: Data Acquisition, Management, Ownership and SharingRoom: MackenzieContent Level: All levelsthis session will explore aspects of data management and ownership that involve relational aspects of scientific communication and inter-action . Data acquisition will be discussed in the context of different disciplinary norms in order to strengthen participants’ understanding of different approaches that they may encounter throughout the academy . Data ownership will be analyzed in terms of a bundle or rights, allowing participants to better understand the roles that the institution and the investigators play in using and safeguarding data . these basic concepts will lead to a more complete conception of the ethical issues surrounding data sharing, both among scientists and with the public .Learning Objectives:1 . list the primary regulatory elements that guide the acquisition,

ownership, management and sharing of research data .2 . Assess policies, procedures and practices within their organiza-

tions that impact the gathering, use, retention and disposition of research data .

Speaker: Russ Price, Federal Compliance Manager, Utah State UniversityCertificate: RI-III; Rl-II; PRAM-elective

M53: Enhancing a Culture of Research Integrity at the University of British ColumbiaRoom: ChaudièreContent Level: Basicthe integrity of the research enterprise depends on the integrity of researchers . Researchers who “do the right thing” have moral sensitiv-ity, knowledge, skill, commitment, persistence and courage . Some of these attributes can be enhanced through teaching, but many are gained through experience, socialization in a culture of integrity, nar-rative and inspiration by role models . With the goal of enhancing the integrity of developing researchers, we have implemented a variety of initiatives that touch on these diverse facets . these include several courses and workshops, the intentional embedding of the values of integrity in other graduate student curricula and in faculty workshops, the provision of venues to hear the stories of researchers’ experiences and encounters with ethical dilemmas, and the drafting of a Research Integrity manual . Some of the interventions have spawned secondary and tertiary initiatives to further the culture of integrity . Anecdotal evidence will be presented to demonstrate their effectiveness .Learning Objectives:1 . Describe ways in which a habit of integrity can be cultivated

among developing researchers .2 . Identify materials and tools suitable for adaptation in their own

organization for promoting research integrity .Speakers: Susan Porter, PhD, Dean pro tem, Professional Development Clinical Associate Professor, Faculty of Graduate Studies, and Jacquelyn Brinkman, education Coordinator, James Hogg Research Centre, University of British ColumbiaCertificate: PRAM-elective

M54: Collaborations and the Responsible Conduct of Research: The Smithsonian-Navy Medicine Institute ExperienceRoom: Saint-Charles

Content Level: All levels“Collaboration in research” is one of the traditional elements in Responsible Conduct of Research (RCR) education . Research lead-ers realize the critical need for research to be conducted under the umbrella of “interdisciplinary .” Collaborations promote ingenuity for innovation and development beyond what was originally envisioned . Beginning with initial joint ventures in 2008, today the navy Medicine Institute for the Medical Humanities and Research leadership and the Smithsonian office of Sponsored Projects actively co-develop and co-direct a wide range of joint research and educational ventures that have typified this experience of “quantum leap promotion” that occurs when creative collaborations are established in a proactive spirit of inter-community cooperation and enthusiastic exploration of the possible . this concurrent session will review the history of these collaborations, will articulate some of the key elements for successful collaborations, and will explore the ultimate wisdom for including “collaborations” and “interdisciplinary” within the curriculum for RCR education .Learning Objectives:1 . Define the nature of collaborations as one of the core elements

of RCR education .2 . Define interdisciplinary in research and describe the inherent

challenges to securing its development institutionally and within specific programs and projects .

Speaker: Scott Robinson, JD, Director, office of Sponsored Projects, Smithsonian InstitutionCertificate: PA-elective

M55: Collaborating with the UKRoom: MatapédiaContent Level: All levelsthe seven UK Research Councils (RCUK) are the UK’s major public funders of research . the Director of their dedicated U .S . team based in Washington, DC will offer advice on routes to funding for U .S .-UK collaborative research teams, and seek feedback on your own experiences of trying to foster such collaborations .Learning Objectives:1 . learn about routes to U .S .-UK collaborative funding .2 . Provide opportunity for feedback to RCUK on your experience

of supporting U .S .-UK collaborations .Speaker: Ruth lee, Director, Research Councils of the UK, U .S . office

M56: The Lab: Interactive Movie on Avoiding Research Misconduct, Part IIRoom: BersimisContent Level: All levelsIn the second session we will look at the graduate student, Kim, and the dilemmas that she encounters . the lab allows the viewer to be-come involved and make the decisions of a research integrity officer (RIo), graduate student, post doc or faculty member . Along with the story component we will look at the key ways the characters choose to handle moral situations . Participants can attend either or both sessions .Speaker: elizabeth Holmes, PhD, Stockdale Center for ethical leadership, United States naval AcademyCertificate: PRAM-elective


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7:00–7:30 a .m . Plated BreakfastLe Grand Salon

7:30–8:45 a .m . Annual Business Meeting and Awards BreakfastLe Grand Salon enjoy breakfast while participating in the Annual Business Meeting . All SRA members are welcome and encour-

aged to attend . In addition to receiving the annual report and budget from the executive Committee from the Board of Directors, we will also celebrate the accomplishments of our peers and recognize the newest recipients of the Hartford-nicholsen, the Herbert B . Chermside Award for Distinguished Contribution to Research Adminis-tration, excellence, Partnership in International or Inter-collegiate Collaboration and the technology Innovation and Application Awards . learn more about the award winners on page 53 .



10:15–10:45 a .m . Morning Break in the Exhibit Hall


noon–1:30 p .m . Symposium Lunch with Rod Rose AwardLe Grand Salon the SRA Symposium features contributed papers and posters related to the art and science of research

administration . Come and listen to your colleagues share their experiences, best practices and research! learn more about the papers presented on page 55 .

1:30 .–2:45 p .m . CONCURRENT SESSIONS Descriptions begin on page 36 .

2:45– 3:15 p .m . Afternoon Break in the Exhibit Hall


4:45–5:30 p .m . Committee Meetings Bylaws . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Harricana Room Membership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Chaudière Room ePDC and Distinguished Faculty . . . . . . . . . . . Bellechasse Room

5:00–7:00 p .m . Hospitality LoungeHotel Lobby tonight’s drink tickets are sponsored by SRA Career Center . tickets are limited and will be distributed at Booth #2 .

7:00 p .m . dinner Groups — Sign up at the Information Desk .

Schedule of Eventst U e S D A Y , o C t o B e R 2 5 S C H e D U l e

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T U E S d AY, O C T O B E R 2 5 S E S S I O N d E S C R I P T I O N S


T1: Emerging Role of Research Administrators Within the Culture of Research, a UK Perspective: Challenges and SolutionsRoom: MatapédiaContent Level: IntermediateUniversity of Bristol is a Research Intensive University in the UK . the University has a professional research development team who works closely with the Faculty Directors of Research to develop appropriate ways of supporting new research ideas . one of the most challeng-ing areas is to attract academics into working outside of their own disciplines . We have trialed numerous different methodologies to provoke productive discussion and achieve tangible outcomes . We have adopted and adapted mechanisms used by others to be better suited to a University environment (e .g ., mini-sandpit events), and also developed novel tactics (e .g ., open lab events) . this session will discuss the different approaches we have used, with a focus on what works and what doesn’t work for different academic communities . It will also address the key role that the professional research adminis-trator can play .Learning Objectives:1 . evaluate various approaches to effectively facilitate

interdisciplinary research .2 . Understand and describe the role of research administrators

in the research culture .Speakers: David langley, PhD, Director of Research and enterprise and lorna Colquhoun, PhD, Head of Research Development, University of BristolCertificate: PRAM-elective

T2: The Saint, the Legend and the Perfect WorldRoom: Hochelaga 5/6Content Level: All levelsAre you thinking about changing jobs or have you recently done so? Is there a major change ahead for your organization? Please join us for a lively discussion about our experiences dealing with perceptions of saints and legends (the previous person in a job) operating in a perfect world (the way the office used to function) . We will share our experiences and lessons learned and hope you will share yours as well .Learning Objectives:1 . explore practices for effectively managing change .2 . explore practices for determining priorities for the research

administration office in a context of a wide variety of interests, stakeholders and demands competing for attention .

Speakers: Dorothy Yates, PhD, Associate Vice President, Research & economic Development, University of Wyoming; Marcia landen, Director of Grant Services, Indiana University; Michael McCallister, PhD, Consultant, Consilience International, llC

T3: International Collaboration: Is It a Cake Walk or Moving a Mountain?Room: PéribonkaContent Level: IntermediateSuccessful international collaborations are challenging not only due

to the time differences, language barriers, and cultural differences, but also due to the differences in regulations, definitions of tasks at hand, and the differences in policies and procedures and how different countries deal with particular items . Additional difficulties arise from the currency fluctuations, budgeting processes, and the calculation and provision of the overhead .Learning Objectives:1 . Gather knowledge on various requirements for international

collaborations, especially those with institutions in the United Kingdom .

2 . Provide commonly encountered problems and tools to resolve those to initiate and complete successful international collaborations .

Speaker: Dhanonjoy Saha, PhD, Assistant Vice President for Research Administration and operations, Carolinas HealthCare System

T4: Working with U.S. Funding Agencies and Foundations: Successful Strategies from Foreign InstitutionsRoom: ChaudièreContent Level: Intermediate-AdvancedFor the non-U .S . research administrator, it is often a daunting task to develop a nuanced understanding of the pre- and post-award com-ponents of U .S . federal agencies and foundations and strong working relationships with agency and foundation grants managers . the panel members will demystify the processes for interactions with U .S . re-search agencies and foundations and identify strategies for successful grant development and management .Learning Objectives:1 . Acquire an understanding of U .S . federal agencies funding for

non-U .S . institutions .2 . Identify strategies for establishing contacts with U .S . federal

and not-for-profit agencies and effective pre- and post-award management .

Speakers: Michael owen, PhD, Associate Provost Research, University of ontario, Institute of technology; Peter townsend, Director, office of Research, loughborough University

T5: Working Smarter: Electronic Infrastructure as a Tool for Strategic Alignment in Research AdministrationRoom: Saint-laurentContent Level: Advancedthis session will present the MUHC-RI case in implementing an inte-grated system for compliance management . this system touches on Science, ethics, Finance and legal processes among others . eReVIeWS has brought process unification and automation to the complex and manual ways that were existing in different hospitals under the MUHC umbrella . Best practices have emerged from this experience that have improved both quality and efficiency .Learning Objectives:1 . evaluate the benefits of implementing workflow-based electronic

research administration software to streamline the processes of Initial and ongoing ethics, Science, Pharmacy, Contracts, Budget Resource Review .

Schedule of Events


2 . Identify the advantages of using a single system to streamline the review of not only ethics but also Science, Pharmacy, Contracts, Budget, trial registration, Resource and Medical Record Access .

Speaker: Cinzia Raponi, Director, Division of Research Grants and Data Management, McGill University Health Center – Research InstituteCertificate: PA-elective

T7: After the Award: Re-budgeting and Cost TransfersRoom: JollietContent Level: Basic-IntermediateCentral Administration, are you struggling with the quality of the re-budgeting requests sent by your departments? If you are new to ap-proving re-budgeting requests, do you know what level of detail you should expect? Department Administrators, are you frustrated with Central Administration’s delays in processing re-budgeting requests and the continual nitpicking about the justification? What is the dif-ference between re-budgets and cost transfers? this session provides guidance on how to write better re-budgeting justifications and cost transfer explanations that are more likely to create fewer headaches and be approved . learn how to reduce the number of re-budgeting and cost transfer requests . the session will also explore how organi-zations can structure institutional systems to reduce the number of required re-budgets .Learning Objectives:1 . Write re-budgeting and cost transfer requests which will be

approved . evaluate whether sufficient detail is provided to approve a re-budgeting request or cost transfer .

2 . Differentiate between the need to submit a cost transfer or re-budgeting request . Recommend and/or implement financial system controls which will reduce cost transfers .

Speaker: Kris Rhodes, Director, MAXIMUS, Inc .Certificate: FM-Required Session; PRAM-elective

T8: OMB Requirements: Cost Allowability, Allocability and OMB A-110Room: Richelieu Content Level: Basic-Intermediatethis session will provide a basic to intermediate perspective on oMB Circulars A-21 and A-110 . the session will focus on post-award administration of sponsored projects and seek attendee participa-tion to discuss how central offices and departmental administration can leverage each other as partners to effectively manage sponsored projects . Learning Objectives:1 . Understanding cost principles related to federal sponsored

projects and administrative requirements related to federal sponsored projects .

2 . Define the role of central offices and departmental administration in sponsored projects management .

Speaker: Govind narasimhan, Associate Director DoCM Research Finance, University of texas M .D . Anderson Cancer CenterCertificate: FM-elective

T9: Copyright and Data Rights Under Government Contracts and GrantsRoom: Saint-MauriceContent Level: IntermediateRights in advanced technology and software are at risk whenever an institution enters into an agreement as a vendor or as a grantee . the federal government gets broad rights in intellectual property devel-oped with even partial government funding, and the rules governing the relationships vary from civilian agencies to the Department of De-fense . It is critical that the institution be knowledgeable about what constitutes proprietary intellectual property, who owns the property, the applicable regulations and how to avoid inadvertently abandon-ing its intellectual property rights . Understanding the potential for a national security rationale to come into play in the government’s approach to controlling rights is increasingly important . the purpose of this focused session is to provide the most practical information possible on issues arising from government funding for develop-ment of copyrighted works, including computer software, from the perspective of the government, contractors, grantees, and their professional advisors .Learning Objectives:1 . Be familiar with the types of data rights contract clauses and the

impact of the classification of data on how the rights are allocated and protected .

2 . Understand the nature of authorship in the institutional context and how copyrights are licensed or assigned .

Speaker: Marsha Hoover, Senior Counsel, Marshall, Gerstein & Borun, llPCertificate: Rl-II&III

T10: International IP Issues: Canada as an ExampleRoom: Gatineau Content Level: IntermediateWhile the U .S . economy remains by far the largest in the world, it rep-resents only 20-25% of the total world economy and this percentage is declining as other markets develop . Cost-effective protection of IP and successful commercialization increasingly demands an under-standing of intellectual property regimes outside the U .S ., especially as common U .S . practices can be fatal to IP rights in other markets . Canada, a market roughly 10% the size of the U .S ., is illustrative of some of the differences that will be encountered in the Common-wealth and many other key markets in both patent and copyright law .Learning Objectives:1 . Patents: A summary of the key differences between U .S . law and

other key jurisdictions, with emphasis on patentable subject mat-ter, ownership issues (Bayh-Dole/rights of funding bodies, first to file instead of first to invent, co-ownership, employer/employee rights) and absolute novelty requirements .

2 . Copyrights: A summary of the key differences between U .S . law and other key jurisdictions with emphasis on works subject to copyright, fair use & infringement, ownership issues, and enforcement .

Speaker: neil Milton, Partner, Miltons IPCertificate: Rl-II

Schedule of Eventst U e S D A Y , o C t o B e R 2 5 C o n C U R R e n t S e S S I o n D e S C R I P t I o n S

T11: RCR for Research AdministratorsRoom: DuluthContent Level: All levelsResearch administrators and research staff members (i .e . coordina-tors, data management specialists, assistants, etc .) play an important part in promoting the integrity of the research enterprise . Frequently, those in a nonscientific, supporting role encounter ethical decisions in an environment of competing obligations and responsibilities . In order to function effectively and make appropriate ethical decisions, administrators need to be aware of the prevailing rules, regulations and guidelines . It is not enough to just know where a certain policy is posted on the web or sitting in a binder on the shelf . All of those involved in research must abide by a core of ethical principles in order to do their jobs properly and to contribute to the overarching “culture of responsibility .”Learning Objectives:1 . Raise awareness, in order to be able Identify when situations

present ethical dilemmas or conflicts .2 . Reason among possible courses of action and effectively

implement the best solution to the problem .Speaker: Debra Schaller-Demers, Director, Research outreach and Compliance, Memorial Sloan-Kettering Cancer CenterCertificate: RI-VI; PA-elective; HRP-Required; IRAM-elective; PRAM-elective

T13: NSF Research.gov: Powering Knowledge and InnovationRoom: BersimisContent Level: All levelsCome to the Research .gov session to learn how Research .gov can benefit you and your organization! this session features a high-level overview of Research .gov, the national Science Foundation (nSF)-led initiative that provides organizations and grantees with easy access to

research-related information and grants management services from multiple federal agencies in one location . In the session, participants will find out how nSF is modernizing the Fastlane system through Research .gov, learn about current and upcoming services and grants management tools for the research community, hear about updates on nSF and partner agencies, and find out how Research .gov helps to alleviate administrative burden and increase transparency .Learning Objectives:1 . Use Research .gov’s grantee services to help manage their grants

portfolio, such as complete reporting requirements, and check the status of grant applications .

2 . Identify Research .gov’s informational public services that provide the latest research award information, headlines, policies, and events .

Speaker: Adrienne Deitemeyer, It Communications Specialist, national Science Foundation

T14: Setting Up an Office of Research AdministrationRoom: HarricanaContent Level: All levelsProspective chief research officers confront several challenges . the first is to negotiate a fair salary and operating budget . After accepting the position, the newly appointed chief research officer must organize the office properly . Initially, this involves determining the position’s authority and coupled responsibilities . the next step is to ensure the availability of adequate staff support and to establish effective report-ing lines . this session explores these important first steps in setting up a smoothly functioning research administration office .Learning objectives:1 . establish a fair start-up package2 . Determine the office staffing requirements .Speaker: Dean Smith, Professor, texas tech University


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T15: The Seven Habits of Highly Successful Research AdministratorsRoom: GatineauContent Level: Basic-Intermediatethis session was inspired by Steven Covey’s widely popular book, “the Seven Habits of Highly effective People ”though the presenta-tion contains none of Covey’s writings . Attendees will be exposed to seven broad principles that will lead them down the road to constant success as research administrators . the broad and interactive discus-sion focuses on seven topics: financial pre-planning, the Golden Rule, assumptions, e-tools, clear communications, PI’s style, and personal/customized professional development needs . the overall purpose of this session is for the attendees to walk away with additional confi-dence, more awareness, and a greater sense of purpose in their daily research administration tasks .Learning Objectives:1 . Understand how a person’s work habits influence other’s trust-

worthiness in their abilities . Mirror successful traits of veteran research administrators . See their role in grand scheme of things .

2 . Realize that, no matter which habit is being exercised, each situation is unique . there is no “one size fits all .”

Speaker: Denise Moore, operations Manager, office of the Dean, College of Arts and letters, Michigan State UniversityCertificate: lD-elective; PRAM-elective

T16: Post-Submission to Award AcceptanceRoom: DuluthContent Level: Basicthe pre-award office is responsible for dealing with a variety of issues that arise after proposal submission and lead to acceptance of the award . the pre-award administrator should be able to deal with publication restrictions, intellectual property, indemnification, facilities and administrative costs questions, and know how to ad-dress such special situations as international agreements and JIt requirements . the session will identify troublesome clauses and discuss how to determine what to accept and what to reject, and other difficult contract review topics .Learning Objectives:1 . Review different types of award terms and conditions,

including Federal Acquisition Regulations and different grants policy manuals .

2 . negotiate acceptance of awards .3 . Review revised budgets .4 . Prepare no cost extensions .Speaker: David Hollingsworth, CRA, Director Grants and Contracts, texas A&M University SystemCertificate: PA-Required

T17: Building the Research Development Enterprise: Effective Practices and Strategies in an Increasingly Competitive EnvironmentRoom: BersimisContent Level: All levelsthis session will provide an overview of the scope of research development strategies and practices for enhancing success in

obtaining research funding in an increasingly competitive environ-ment . the presenters will give examples and case studies of the types of practices that have been developed at a number of universities, with a particular focus on strategies and practices to increase institu-tional capacity in targeted areas, including early career faculty and to facilitate interdisciplinary research collaboration . Specific strategies and activities to be discussed include: incentives and seed funding; support for institutional centers; training activities; use of limited submission reviews to increase proposal competitiveness; institu-tional priority setting and strategic planning; mentoring of early career faculty; inter-institutional collaborations and outreach and communication .Learning Objectives:1 . engage the administration and faculty in effective research

development practices to enhance research funding .2 . Apply specific case study examples of effective practices in

capacity development to increase their institution’s competitive-ness in seeking research funding .

Speakers: Gina Betcher, Research officer and Proposal Developer, Western Michigan University; Susan Carter, JD, Director, Research Development Services, office of Research, University of California, Merced; Ann McGuigan, PhD, Director of Research Development, office of Research Development, George Mason UniversityCertificate: PA-elective

T18: So You Think Your Emergency Preparedness Plan is AdequateRoom: Saint-MauriceContent Level: All levelsResearch Administrators are not exempt from emergency preparation and recovery planning . every organization is vulnerable to disasters . Floods, earthquakes, hurricanes, pandemics, terrorists, riots, fires, hazardous materials incidents and fanatics are potential disasters that can strike any institution at any time . Research Administrators should develop departmental plans that parallel their university prepared-ness plan . Preparation should encompass alternative methods of communications with their university administrators, researchers and staff . the plan should include accessing contact information, grant information, and personnel information without access to local phone numbers, internal e-mail addresses and office computers . emergency preparations should also include proactive strategies for returning to work immediately after the disaster, even if the site is inaccessible . Providing support to staff and researchers is critical to the recovery after a disaster . Planning is the key to success .Learning Objectives:1 . Analyze current long-term emergency plans to identify

weaknesses and evaluate comprehensiveness in order to develop more thorough plans .

2 . Identify disaster recovery strategies from resuming business with minimum delay to identifying regulatory, management, educational, and health care issues .

Speakers: Shanna labranche, Business Manager, neuroscience Center of excellence and Karen Jorgenson, Business Manager, Departments of Pharmacology and Biochemistry, louisiana State University Health Sciences Center


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T19: Fostering a Team Approach to Cost Sharing: A Pre- and Post-Award PerspectiveRoom: JollietContent Level: Basic-IntermediateCost sharing in proposals is a common issue for research administra-tors . What is cost sharing? What is mandatory vs . voluntary? What are the do’s and don’ts? Are some costs better than others for institutions to offer? How does cost sharing affect the project once it is awarded? What types of documentation are sufficient? this session will cover these topics as well as provide examples of documentation and cost sharing policies and procedures to participants .Learning Objectives:1 . Gain an understanding of the basic concepts of cost sharing .2 . learn an example of a cost sharing policy to take back to his/her

institution .3 . learn about the cost sharing process from conception to

closeout .Speakers: Sandra nordahl, CRA, Co-Director, Sponsored Research, Contracting and Compliance and Joanne Cobble, Sponsored Programs Coordinator, San Diego State University Research FoundationCertificate: FM-Required

T20: Successful Financial Monitoring of Sponsored ProjectsRoom: Hochelaga 5/6Content Level: Basic-IntermediateSuccessfully monitoring the finances of a sponsored project requires a good background knowledge of the award, diligence in reviewing expenditures, and management tools that enable the busy research administrator to focus in on key information to proactively identify problems status and needed actions . this session will share best prac-tices and some management tools that have worked for our staff .Learning Objectives:1 . Identify ways to improve financial management of sponsored

projects by effectively and proactively monitoring budgets, expenses and balances .

2 . Understand how management tools that provide key informa-tion about projects can assist with financial management .

Speaker: Kim Carter, CRA, Associate Director, office of Sponsored Programs, ohio State UniversityCertificate: FM-elective; PRAM-elective

T21: National Security Law for the Research AdministratorRoom: Saint-laurentContent Level: All levelsthis presentation will cover key national security regulations that impact the research administrator, including export controls, security classification issues, Foreign Corrupt Practices Act, and related regulations and statutes . Attendees will have a basic introduction to the area of law, an understanding of how these laws affect research institutions, and key compliance mechanisms . At the end of the pre-sentation, participants will be able to spot key issues and determine whether their institution should focus more on compliance with these issues .Learning Objectives:1 . General awareness and issue-spotting ability for issues relating to

export controls, security classification, and anti-corruption laws and regulations .

2 . Understanding of how national security laws and regulations might impact your organization’s work .

3 . Basic understanding of the Foreign Corrupt Practices Act and similar laws outside the U .S .

4 . Basic understanding of the U .S . export controls system .5 . Awareness of U .S . national security laws (e .g ., PAtRIot Act) .Speakers: Michael lowell, JD, Senior Associate and leigh Hansson, JD, Partner, Reed Smith, llPCertificate: Rl-I&IV

T22: Addressing Subject Injury: Informed Consent, Contract Language and the Interplay with Third Party PayersRoom: HarricanaContent Level: IntermediateSubject injury language is addressed as a part of the clinical trial agreement and in the informed consent documents . While not the same language, legal concepts must be communicated to others and the essence of the two should be in harmony . Subject injury provi-sions are also not immune to carve-outs, leading to the challenge of explaining the intricacies of technical legal language such as to those who are often unfamiliar with and are faced with the daunting task of developing an informed consent document understandable at an eighth grade reading level . Insurance coverage and the issues of third party payer billing rules contribute to the complexity . Participants will learn how to provide clear information to research subjects, allowing them to make an informed decision about study participation while identifying who is responsible for what coverage to satisfy the site and sponsor .Learning Objectives:1 . Review some of the more common subject injury provisions

seen in clinical trial agreements .2 . Discuss how these legal, contractual provisions might be

meaningfully translated to ultimately provide clear information to research subjects .

Speakers: David King, JD, Director, office of Industry Contracts and Assistant University Counsel, University of louisville; Angelique Dorsey, JD, Research Compliance Director, MedStar HealthCertificate: Rl-I&III; CtRA101-elective; CtRA201-elective

T23: Authorship: Role of Institutional Guidelines and RCR Training for International CollaborationsRoom: MackenzieContent Level: Intermediatethis session will first review guidelines and conflicts related to how recognition as an author on research publications is occurring . Issues of co-authorship, ghost writing, and honorary authorships will also be addressed . the second focus will be a case study — a review of the Johns Hopkins University School of Medicine experience in drafting a policy on the responsible conduct of research, with a focus on author-ship guidelines . the third focus will pay particular attention to how attribution for authorship can become a much more difficult issue when conducting research with colleagues from a different country . We will explore how RCR programs will need to focus on training researchers to consider how someone from another culture may have very different educational experiences, standards and skills, methods of data collection, rules for compliance, and expectations on who deserves to be recognized as an author .



Learning Objectives:1 . Recognize plagiarism . 2 . Articulate the elements commonly required for authorship .3 . Develop an institutional policy on authorship .4 . Consider elements necessary in RCR programs to promote

ethical collaborations internationally .Speaker: Sheila Garrity, JD, Director, Division of Research Integrity, Johns Hopkins University School of MedicineCertificate: RI-V; HRP-elective; PRAM-elective

T24: How Fraud Happens (And How to Prevent it at Your Institution)Room: PéribonkaContent Level: All levelsFraud occurs in all industries, and universities and other research insti-tutions are no exception . In addition, economic downturns raise the potential for occupational fraud . Combine these facts with the grow-ing scrutiny institutions are facing from regulators and it becomes clear that every employee (especially research administrators!) needs to understand the basics of why fraud occurs and how s/he can help prevent or detect it .Learning Objectives:1 . Gain an understanding of the basics of why employees may use

their position to commit fraud .2 . Identify the red flags of fraud, and how to escalate issues and

concerns as necessary . learn how to lower your institution’s risk for fraud .

Speakers: Kimberly Ginn, Director and Raina Rose tagle, Partner, Baker tillyCertificate: Rl-IV

T26: The Rick Hansen Institute: Lessons Learned from Developing a National Registry into an International Clinical Research NetworkRoom: MatapédiaContent Level: IntermediateFuelled to become a catalyst for societal change for accessibility and making a difference for people living with spinal cord injuries, in the last 25 years Rick Hansen has helped to generate $200 million for spinal cord research and quality of life programs . to facilitate research, in 2004, the Rick Hansen Spinal Cord Registry (RHSCIR) was estab-lished . the registry is currently collecting data at 35 major Canadian hospitals and is in the process of expanding internationally . In 2009, with funding from Health Canada and other partners, the Rick Hansen Institute (RHI) was incorporated as a non-profit research organization to sponsor international clinical trials in spinal cord injury research . this presentation will outline the lessons learned as our organization moved from a granting agency to a sponsor of clinical trials . these lessons include grant and study administration, clinical research operations, clinical research informatics, sponsor obligations, and regulatory, legal and privacy requirements .Learning Objectives:1 . Identify the operational challenges of a start-up academic

research organization as it transformed from a granting agency to clinical research sponsor .

2 . Describe the operational, informatics, legal, regulatory and privacy requirements of an academic research organization as the sponsor of clinical trials .

Speaker: erin Cherban, Director, Clinical Research operations, Rick Hansen InstituteCertificate: PRAM-elective

T27: Trials and Tribulations of Latin American Research ImplementationRoom: ChaudièreContent Level: All levelstrauma is a leading cause of disability and death worldwide and traumatic Brain Injury (tBI) is the leading cause of morbidity and mortality from trauma . the University of Washington Department of neurological Surgery is conducting an nIH-funded, randomized control trial of intracranial pressure monitoring devices in Bolivia and ecuador and a five-nation tBI observational study with investigators who are part of the 14-nation latin American Brain Injury Consortium . this presentation will explore the complexities and challenges of implementing a rigorous clinical trial in the context of low and middle income countries (lMIC) . In addition, it will emphasize the scientific return and rewards of working with highly motivated indigenous co-investigators . Culturally relevant and resource-appropriate global health solutions are best developed through research sited in lMICs . this experience is relevant to research administration because of in-creasing global interactions as well as the growing number of clinical trials conducted in lMICs .Learning Objectives:1 . Identify the leading barriers to clinical research implementation

in low and middle income countries .2 . Identify culturally relevant and resource appropriate approaches

to research administration problem solving in low and middle income countries .

Speakers: James Pridgeon, lecturer, Department of neurological Surgery and Kelley Chaddock, Research Coordinator, University of Washington

T28: Picking the Winners: Comparing the Grant Review Process in the U.S. and the United KingdomRoom: RichelieuContent Level: Intermediate-Advancedthe process by which funding agencies decide to award or decline proposals is often seen as a mysterious one, to both grant writers and their research administrators . this session will compare and contrast the grant review process in two major US agencies, the national Sci-ence Foundation and the national Institutes of Health, with a system recently adopted by the leading Research Councils in the United King-dom . A particular focus will be on the UK’s use of full economic cost-ing as a key criterion in their peer review system, a requirement that insists on greater fiscal efficiency and accountability from researchers, and plays a critical role in the funding decision .Learning Objectives:1 . Identify critical areas where the U .S ./UK peer review processes are

similar and where they differ .2 . Recognize how full economic costing has impacted peer review

in the UK .Speakers: Robert Porter, PhD, Director, Research Development, University of tennessee; Gareth MacDonald, Head of Assurance, Research Councils, UK


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T29: Research Development: A New Paradigm in Pre-Award PreparationRoom: Saint-laurentContent Level: AdvancedA new trend is emerging among research institutions to deal with the challenges of the current funding environment and the complexities of today’s research projects, which often span multiple fields, campus units and institutions . Research development professionals — aca-demic staff who work to facilitate faculty research efforts through comprehensive pre-award grant preparation support and a variety of other means — are being employed by a growing number of universi-ties and research-performing institutions — and are helping to guide individual and campus research strategy, while greatly improving fac-ulty efficiency and funding success . this session will describe activities and structure of highly functional research development offices, including presentation of case studies and descriptions of effective practices . A particular emphasis will be placed on issues associated with pre-award preparation for larger projects . An introduction to the newly formed national organization of Research Development Professionals (noRDP) will be included .Learning Objectives:1 . Understand the field of research development, gain tools to deal

with potential pitfalls in pre-award preparation, and share past experiences and lessons learned .

2 . Have awareness of the professional organization noRDP and how it might interact with SRA and its members .

Speaker: Jacob levin, PhD, Assistant Vice Chancellor, Research Development, University of California, Irvine

T30: European Union Research Programme FundamentalsRoom: Matapédia Content Level: Basicthis session will give a broad overview of european Union (eU) fund-ing opportunities open for American researchers . eU projects are different in nature from nIH projects and a good understanding of the rules and nature of eU projects is important to grasp before applying . the session will cover mobility grants and funding opportunities in the fields of health and science . Speakers from a european research support office will provide the research administrator with a funda-mental understanding of the eU research application process . the session will give an introduction to the funding mechanisms that are relevant to American researchers and will address the funding rules, and the preparation and submission of proposals .Learning Objectives:1 . Identify relevant eU funding opportunities .2 . Describe the application process .Speaker: John Westensee, Head, Research Support Administra-tion, Aarhus University HospitalCertificate: PRAM-elective

T31: Biosafety Basics for the Research AdministratorRoom: PéribonkaContent Level: Basicthis presentation has been developed to help participants enhance their awareness of biosafety issues in biomedical and research labo-

ratories and to improve existing biohazard control programs at their institutions . Basic biosafety principles including risk groups, biosafety levels and controls will be discussed in addition to the importance of conducting thorough and meaningful risk assessments . emphasis will also be placed on successful training programs and involvement in new or established institutional biosafety committees . Learning Objectives:1 . Understand basic concepts of biosafety in a laboratory setting .2 . Become familiar with how to initiate and implement successful

biosafety training .3 . Become familiar with the responsibilities of institutional biosafety

committees .Speakers: Christina Kulakowski, Safety and Industrial Hygiene Coordinator, ARUP laboratories, Inc .

T32: Service Centers in ActionRoom: RichelieuContent Level: All levelsthe speaker has been operating a recharge center for many years and works with others that operate service centers on campus . Many rules and regulations are required as part of operating a service/recharge center . the speaker will review the federal guidelines and limita-tions, and the process required by university policy to get a service/recharge center up and running as well as the requirements to keep it running .Learning Objectives:1 . Starting a service or recharge center, where do you begin? 2 . What federal regulations should be considered when talking

about service or recharge centers? 3 . once a service or recharge center is started some things to avoid

and things to pay attention to .4 . How to keep your service or recharge center running .Speaker: edward Black, Manager, Grants and Accounting, University of Utah, Scientific Computing and Imaging Institute

T33: Sub-contracting and Sub-recipient Monitoring: Best PracticesRoom: MackenzieContent Level: Basic-Intermediatethis session will cover the fundamentals of sub-awards, sub-contracts and sub-recipient monitoring . What is required by 2 CFR Part 215 (oMB Circular A-110) and oMB Circular A-133? How do you know what terms to flow down to different types of sub-agreements? How do you and how much can you vary the FDP sub-agreement for par-ticular circumstances? What do you do when part of an award is cost reimbursable and another part is fixed price? How do you deal with commercial sub-awardees and sub-contractors? What rules apply to what parties? once the agreement is issued, what do you need to do to monitor the sub-recipient’s activities?Learning Objectives:1 . Develop a general understanding of the nature of sub-awards,

the terminology used for various types of sub-awards and the federal rules that apply to them .

2 . Develop a general understanding of what kind of sub-recipient monitoring is necessary to fulfill award requirements and expectations .



Speakers: Cindy Kiel, JD, CRA, executive Associate Vice Chancellor for Research, office of Research, University of California, Davis; Stephanie endy, Director of Sponsored Programs, lehman College CUnYCertificate: Rl-I&III; FM-Required; PRAM-elective

T34: Effort Reporting at Academic Medical CentersRoom: Hochelaga 5/6Content Level: All levelsMany differences and complexities exist in the administration of research programs in a clinical setting compared with those in a tradi-tional university environment . this session will explore some of these differences and expand on issues related to academic medical centers and clinically based research programs . For example, universities of-ten complain that it is difficult for institutions to account fully for the time spent by physician scientists because the boundaries associated with teaching, research, and patient care are blurred . Moreover, these activities are accounted for differently by specific federal agencies . this session will cover topics such as appointment letters, the defini-tion of institutional base salary, clinical practice plans, affiliated vs . non-affiliated hospitals, what constitutes 100% effort, distinguishing between clinical effort and clinical trial effort, how to manage effort commitments on K Awards, VA appointments, and Medicare time reporting . this session is designed to facilitate dialog among the participants .Learning Objectives:1 . Gain knowledge about compensation and effort reporting

requirements within academic medical centers and clinically based research programs .

2 . Articulate federal guidance that governs faculty appointments at academic medical centers with a focus on guidance applicable to university-VA joint appointments .

Speaker: Matthew Staman, Managing Director, Huron Consulting GroupCertificate: FM-Required; PRAM-elective

T35: Canadian & International Copyright IssuesRoom: GatineauContent Level: IntermediateCanada and the United States are similar neighbors, with heavy cross-border traffic in people, ideas, research, products and services . Yet there are substantial differences in the copyright law regimes in the two countries that can have significant consequences for the scope of protection (especially compilations of data), what use of the works of others constitutes fair use, issues related to ownership (rights of authors and deemed assignment, rights of funding bodies) and enforcement . Differences between U .S . and Canadian law are illustra-tive of differences between U .S . law and copyright law in a number of other key jurisdictions, including, but not limited to, other Common-wealth countries .Learning Objectives:1 . Key differences between U .S . and Canadian copyright law,

including moral rights .2 . Key differences between U .S . copyright law and other key

jurisdictions .3 . trends, pending developments, and reforms in international

copyright law .Speaker: neil Milton, Partner, Miltons IP

Certificate: Rl-II

T36: International Efforts to Combat Research MisconductRoom: BersimisContent Level: All levelsScience has grown increasingly international and collaborative . Although the U .S . took the lead in developing regulations to address research misconduct, there is a recent push by many other countries to develop policies and procedures for misconduct . this presentation will explore those developments and the various positions taken by governmental entities and the scientific community .Learning Objectives:1 . Identify international resources and interested parties .2 . Rapidly analyze a misconduct allegation in the context of the

regulations and case law .Speaker: Debra Parrish, JD, Founder, Parrish law officesCertificate: PRAM-elective

T37: Human Research Protection Program: Beyond the IRBRoom: ChaudièreContent Level: All levelsRecent experience and best practice in the field of human research protections has indicated that IRB review is not sufficient to ensure adequate protection of the rights and welfare of human participants in research . In order to ensure that the organizations are meeting the ethical principles and regulatory requirements for the protection of human participants, research sites must have a “Human Research Pro-tections Program” (HRPP) . An HRPP is a comprehensive and organized system to ensure the protection of human volunteers participating in research . the HRPP clearly delineates the shared responsibilities of all of those involved in human research and includes written policies and procedures, adequate education and training, adequate IRB review, internal study monitoring, overall program assessment and partici-pant education . this session will explain the need for HRPPs and how to implement an HRPP at an organization .Learning Objectives:1 . Identify the difference between an HRPP and an IRB and describe

the elements of an effective HRPP .2 . Describe the value of an effective HRPP to an organization .Speaker: Jeffrey Cohen, PhD, Chief executive officer, HRP Consulting Group, Inc .Certificate: RI-II; Rl-elective; CtRA101-elective; CtRA201-elective; HRP-Required

T38: National Science Foundation Office of Inspector General: Who We Are. What We Do.Room: HarricanaContent Level: Basic-Intermediatethis session will provide a primer on the role of Inspectors General, with specific focus on the roles and responsibilities of the nSF oIG . A major part of this presentation will be numerous case studies, from nSF/oIG case files, covering such topics as fraud, embezzlement, research misconduct, conflicts of interest, IACUC/IRB issues, and cases involving small business grants obtained by university faculty . the case studies will offer insight into weaknesses in internal controls that allow violations to occur . this presentation is guaranteed to be both enlightening and entertaining .


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Learning Objectives:1 . Understand the role and responsibilities of Inspectors General .2 . Understand focus areas of nSF/oIG investigations .Speaker: James Kroll, PhD, Director, Administrative Investigations, nSF office of the Inspector GeneralCertificate: PRAM-elective

T39: Washington Update: Political Shift and the 2012 Presidential Race — The Impact on Research FundingRoom: DuluthContent Level: All levelsMuch has changed in Washington D .C . this session will focus on the major changes that will impact research and R&D funding in the US . topics will include the FY 12 budget and the interaction between the new Congress and White House .Learning Objectives:1 . Develop an understanding of the major federal issues that will

impact research .2 . Get a forecast of R&D funding .Speaker: William Schweri, Director of Federal Relations, University of KentuckyCertificate: IRAM-elective

T40: Combined International Health Research Funding Opportunities: National Institutes of Health, Canadian Institutes of Health Research, Medical Research Councils UKRoom: JollietContent Level: All levelsthis session will compare and contrast funding opportunities as well as joint funding programs by three international health research funding bodies represented by the national Institutes of Health, the Canadian Institutes of Health Research and the Medical Research Council United Kingdom . Various examples of funding will be presented and discussed .

Learning Objectives:1 . Gain an understanding of joint funding efforts by the three

granting agencies .2 . Discuss and research possible funding opportunities .Speakers: Ruth lee, Director, Research Councils of the UK, U .S . office; Bruce Butrum, Chief Grants Management officer, Fogarty International Center, national Institutes of Health; nancy Mason Maclellan, Deputy Director, Canadian Institutes of Health ResearchCertificate: PRAM-elective

T41: Clinical Trials Registries — The Importance of Registering and Following Throughout the Lifecycle of a TrialRoom: Saint-MauriceContent Level: Intermediatethis session describes requirements for clinical trials registration and results disclosure . It provides an overview of the evolution, impor-tance and current state of clinical trials registration and results disclo-sure, and regulatory requirements . It also describes various platforms in U .S ., Canada, europe, India, as well as issues regarding pharma industry-specific registries and requirements . this session will also provide suggestions for research administrators to track and follow up on their institution’s responsibilities and registrations .Learning Objectives:1 . Understand the importance of registering trials, providing

updates and trial results, including consequences of non- compliance .

2 . Know where to find instructions and guidance for specific countries’ and organizations’ registries .

3 . Share knowledge with other research administrators and their institutions about clinical trials registries .

Speaker: Belinda Vandersluis, CCRP, effector ConsultingCertificate: CtRA201-elective

Schedule of Events

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T43: Stressors, Stress Perception and Stress Resiliency in Academic Research AdministratorsRoom: MatapédiaContent Levels: All levelsWorking in a deadline-driven, highly regulatory environment can be taxing on research administrators . In both 2007 and 2010 we, as an occupational group, reported feeling high levels of stress . In this session, we will use the 2010 Research Administrators Stress Percep-tion Survey (RASPerS) data to learn what stressors are associated with higher stress perception and, more important, what behaviors are associated with lower stress perception in the presence of those stressors . As a research administrator, it may be helpful to you to know what may lower your own levels of perceived work-place stress . As a leader or supervisor, this session may also be helpful in building a better workplace environment for your colleagues .Learning Objectives:1 . Identify the accepted theories of the primary causes of work-

place stress and those most frequently reported by research administrators in the 2010 RASPerS .

2 . list behaviors that research administrators have reported are most highly associated with lower perceived stress when working in a stressful environment .

Speaker: Jennifer Shambrook, PhD, Director, Grant & Contract Management office, St . Jude Children’s Research Hospital

T44: Motivating Faculty and Maximizing Resources: The Sisyphean Task for PUI Research AdministratorsRoom: GatineauContent Level: Basic-Intermediatethis session provides some practical insight into motivating faculty to write proposals as well as stretching limited resources for the most benefit with an interesting ‘mirror’ twist! Learning Objectives:1 . Understand better what drives faculty while looking at practical

means to stretch their support dollars at a smaller PUI .2 . Gain insight into how their attitudes and operations significantly

impact the success of both researcher and sponsored programs offices .

Speaker: Maggie Bryan-Peterson, CRA, Director, office of Sponsored Programs, Grants Administration and Research, SUnY FredoniaCertificate: PRAM-elective

T45: Working with an Inexperienced Collaborator: They Want to Do What?Room: MackenzieContent Level: Basic-IntermediateYoU know what you’re doing but you’re not so sure the collaborating organization does . Join us for a discussion about leading a proposal or award through the weeds when your organization isn’t the lead . Discussion will center on the factors that become “sticking points” in proposal submission, award negotiation, ensuring accurate reporting, issues in communication, and ways to help the newbie learn how to be a responsible steward of sponsor funds . there will also be plenty of time for discussions (horror stories, blood curdling tales of woe, etc .)

and activities that center on group problem-solving .Learning Objectives:1 . Describe the most common issues that contribute to problems in

this type of arrangement and evaluate the potential solutions of a variety of situations .

2 . Identify alternative approaches to working with the collaborator in setting up an effective relationship to support the goals of the project .

Speakers: Marcia landen, Director of Grant Services, Indiana University; Michael McCallister, PhD, Consultant, Consilience International, llCCertificate: PRAM-elective

T46: A Year in the Life of a Sub-agreement: Making Partnerships WorkRoom: JollietContent Level: Intermediate-Advancedthis session with follow the life of a sub-agreement from the proposal stage to full execution and beyond . the session will focus upon the way it is “supposed” to work and what can go wrong along the way . Strategies for dealing with atypical partnerships will be reviewed, including international partners and small agencies with limited resources and infrastructure .Learning Objectives:1 . Identify the factors that impede and strategies that enhance

the timely establishment of sub-agreements .2 . Develop a sub-recipient commitment form that helps to

distinguish between a sub-awardee and a vendor . 3 . Develop procedures to assist with advance payments and

international agreements .Speakers: Pam Miller, PhD, Director of Sponsored Projects, University of California, Berkeley; Sandra nordahl, CRA, Co- Director, Sponsored Research, Contracting and Compliance, San Diego State University Research Foundation

T47: Merging Interests: Sponsored Offices and Corporate Research Offices Room: Saint-MauriceContent Level: IntermediateSponsored Research offices and Corporate Research offices are natu-ral allies, although the culture of universities often creates tensions between the two . Recent developments have seen a merging of inter-ests between these offices . these developments have become more obvious during the economic downturn and recovery as business seeks to rationalize activities and demonstrate the value of partner-ships . thus, the natural ties between philanthropic corporate giving to universities and corporate sponsored research have pushed spon-sored research offices and corporate research offices to consider ways of working together as well as measuring the impact of their outreach to business partners — in research and in philanthropy . More recently the network of Academic Corporate Research officers (formerly national Association of Corporate Research officers) has initiated a research study on developing and assessing metrics to evaluate their effectiveness and sponsors’ expectations . the presenters will report on the outcomes of this research and present lessons learned .

Schedule of Events

t U e S D A Y , o C t o B e R 2 5 C o n C U R R e n t S e S S I o n D e S C R I P t I o n S

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Learning Objectives:1 . Develop strategies for aligning the interests of these offices .2 . Develop metrics for evaluating sponsored research and

corporate research activities .Speakers: Michael owen, PhD, Associate Provost, University of ontario Institute of technology; Sacha Patera, PhD, Associate Director Corporate Relations, northwestern University

T48: Strategies for Effective Partnerships with MSIsRoom: Saint-CharlesContent Level: IntermediatePartnering with minority institutions offer increased interactions with historically black colleges and universities (HBCUs), Hispanic serving institutions (HSIs) and other minority institutions (MIs) . Successful partnerships require strategies to identifying research expertise at HBCUs, HSIs, and MIs nationwide and approaches to involve faculty from these institutions in research and development proposal efforts . Come to this session to share your best practices for building partner-ships! And come join us if you want to hear about successful practices and solutions that will build and sustain true partnerships! Learning Objectives:1 . Building upon prior experience with minority-serving

institutions .2 . establishing new partnerships .3 . Generating additional support for innovative research and

educational efforts .4 . Sustaining and supporting existing partnerships .5 . Discussing perceived impediments to partnering with minority

institutions .6 . Sharing successful strategies that research administrators can

use to support these efforts .Speakers: theresa Bailey, PhD, Director, office of Research and Sponsored Projects, University of texas-Pan American; Marcus Shute, PhD, Vice President of Research, Clark Atlanta University; Sandra Garcia, executive Director of office of Research and Sponsored Programs, texas A&M University, Kingsville; theodore Callier, Assistant Vice President, Dillard University

T49: Key Considerations and Lessons Learned When Implementing a Compliant Research Billing Practice in a Large Academic Medical Center Room: Saint-laurentContent Level: IntermediateGovernmental detection and remediation of Medicare fraud has increased significantly over the past few years . Any large academic medical center is at risk for false claims associated with research clini-cal services unless they are clearly aware of requirements and have a robust system in place that includes checks and balances . this session will address a basic overview of requirements for research clinical billing, as well as items to consider, challenges encountered, and pos-sible solutions for the successful implementation of such a system .Learning Objectives:1 . Describe the Centers for Medicare and Medicaid (CMS)

requirements associated with compliant clinical research billing .2 . Identify the necessary components to build a successful and

compliant research billing practice .

Speaker: Katherine Hammerhofer, Finance Director, Center for Clinical Research and technology, University Hospitals Case Medical CenterCertificate: FM-elective; CtRA201-elective; PRAM-elective

T50: Planning and Managing NIH-Funded Foreign ContractsRoom: RichelieuContent Level: All levelsnational Institutes of Health (nIH) policy requires that all contracts with foreign research partners have the review and approval of the United States Department of State prior to project initiation . If your institution is the prime recipient of an nIH award and you intend to subcontract with foreign research partners, it is essential to anticipate the time, effort, and resources required to secure foreign clearance . this session provides an overview of the nIH foreign clearance pro-cess from the perspective of the nIH awardee, highlights prospective research design considerations that can facilitate the process, and identifies budgeting and cost considerations to keep in mind during proposal planning .Learning Objectives:1 . evaluate the need for foreign clearance in nIH-funded research

projects, and describe how to initiate the process .2 . Identify budget and timeline implications of foreign research

partnerships .3 . Understand the role of the nIH program office and Fogarty

International Center on facilitating the foreign agreement .Speakers: Kathleen tietje, PhD, Project Manager and toni lindquist, Project Administrator, Ultra Rice Projects, Program for Appropriate technology in Health Certificate: FM-elective

T51: Recent Developments in U.S. Export ControlsRoom: Hochelaga 5/6Content Level: All levelsthis presentation will focus on key developments in U .S . export controls and on those issues that affect research institutions . this is a dynamic area of law that is undergoing a substantial revision as the current Administration considers new policies and mechanisms for achieving U .S . goals . At the end of the presentation, participants will be able to advise colleagues on recent developments and apply those changes to their current export compliance programs .Learning Objectives:1 . Understanding of the export Control Reform (eCR) Initiative,

including upcoming milestones, the current status, and changes to date .

2 . Awareness of key enforcement actions during the last year .3 . Understanding of the U .S . Visa I-129 Form requirements .4 . Understanding of developments in U .S . export controls during

the last year .5 . Understanding of the new Strategic trade Authorization (StA)

license exception .Speakers: Michael lowell, JD, Senior Associate and leigh Hansson, JD, Partner, Reed Smith, llPCertificate: Rl-I&IV; PRAM-elective



T52: Negotiating Clinical Trial Agreements with For-Profit CompaniesRoom: DuluthContent Level: All levelsthis session will offer tips, traps and tricks of negotiating clinical trial agreements, including a discussion of conducting negotiations via e-mail versus teleconference discussions . Presenters will role play to illustrate tactics and strategies .Learning Objectives:1 . Develop strategies for negotiating contractual provisions .2 . Develop an understanding of compromise, its benefits for

win-win contracts and tools to help finding it .3 . Practical tips and examples of how to conduct negotiations in

person, over the phone and via e-mail communications .Speakers: Rosemary Farr, esq ., Counsel, Reed Smith llP; Penny Smith, esq ., Attorney/owner, life Science law Group, llCCertificate: Rl-I&III; CtRA101-Required; CtRA201-elective

T53: Case Studies in Research Misconduct: A Historical Perspective on EthicsRoom: BersimisContent Level: Intermediatethe proper conduct and reporting of research is of paramount impor-tance to our institutions . noncompliance can result in severe penal-ties to the organization, the individual(s), and their reputations . the modern definition of research misconduct, however, in the context of responsible conduct of research training, reflects an evolution of hun-dreds of years of social and ethical issues that have arisen in the prac-tice of scientific research . What may have been acceptable practice a century ago may be considered unacceptable practice by today’s standards . An examination of the global history of biology, chemistry, physics and medicine provides some insightful examples of both responsibly and irresponsibly conducted research by many famous scientists . In this highly interactive session, participants will become familiar with an international case history of research misconduct and will discuss how these prominent cases have shaped contemporary perspectives on the responsible conduct of research .Learning Objectives:1 . Describe a variety of famous cases involving ethical issues in

research and apply modern RCR standards to better assess and work through those issues .

2 . Discuss the relevant rules and regulations of modern RCR standards and the ethical principles and cases that justify current institutional compliance policies .

Speaker: tony onofrietti, Director of Research education, University of UtahCertificate: RI-I; HRP-elective; PRAM-elective

T54: The Role of the Medical Humanist in Human Subject Protection ProgramsRoom: HarricanaContent Level: IntermediateMedical Humanities intersects human experience, medical practice and scientific technology, facilitating our understanding of health care within cultural and social contexts . this session will explore how the Medical Humanist can enlighten researchers and research review boards on the subject’s perception of the research activities . this ses-sion will also offer practical tools to ensure a more informed consent process .Learning Objectives:1 . Identify areas where a medical humanist may be of value in the

research enterprise .2 . explore ways of incorporating humanist strategies to improve

subject/researcher dialog .Speakers: Paula Bistak, executive Director, Human Subject Pro-tection Program and Christine Asmann-Finch, Medical Humanist, University of Medicine and Dentistry of new JerseyCertificate: CtRA201-elective; HRP-elective

T55: Funder’s Dilemma: Peer Review vs. ScientometricsRoom: ChaudièreContent Level: Intermediatethis session will be devoted to the eternal dilemma of a funding agency - assessing proposals by using peer review and/or various forms/combinations of bibliometric/scientometric data . the session will focus on the various recent developments in this area, e .g ., UK (from RAe to ReF), Australia (ReA 2010), european Research Council’s starting advanced grant assessment procedures and more .Learning Objectives:1 . learn about the recent international trends in assessing funding

proposals .2 . Better understand the pros and cons of using scientometric/

bibliometric data in the assessment process .Speaker: Madis Saluveer, PhD, estonian Research Council

T56: The Role of Research Management Systems in Fulfilling Institutional Repository MandatesRoom: PéribonkaContent Level: BasicWe will explore technologies and approaches that are emerging to help institutions address the problems associated with fulfilling the requirements of instructions and funders with open access .Learning Objectives:1 . Understand the broad range of approaches to filling repositories .2 . Understand the sources of bibliographic data and copyright data

sources available .Speaker: Daniel Hook, PhD, Imperial College london and Washington University in St . louis


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7:00–11:00 a .m . Registration OpenMezzanine Level

8:45 a .m .–12:30 p .m . Exhibit Hall OpenHochelaga Room

7:00–7:30 a .m . Continental BreakfastConvention Floor Foyer

7:30–8:45 a .m . Panel of ExpertsLe Grand Salon the Panel of experts consists of specialists from various world government agencies, higher education and

nonprofit institutions . Panelists will address anonymous questions that were submitted in advance and questions presented from the audience . All topical areas are covered, including pre-award, post-award and compliance . Missed something? Come and ask the experts! MICHAel BAIAD – SMItH-KettleWell eYe ReSeARCH InStItUte, USA (nonPRoFIt PeRSPeCtIVe)

BRUCe BUtRUM - nAtIonAl InStItUteS oF HeAltH – FoGARtY InteRnAtIonAl CenteR, USA (FUnDInG AGenCY PeRSPeCtIVe)

JeReMY leFFleR – nAtIonAl SCIenCe FoUnDAtIon, USA (FUnDInG AGenCY PeRSPeCtIVe)

JoHn WeStenSee – AARHUS UnIVeRSItY HoSPItAl, DenMARK (UnIVeRSItY/HoSPItAl PeRSPeCtIVe)

KARen WIlSon – ASSoCIAtIon oF UnIVeRSItIeS FoR ReSeARCH In AStRonoMY/nAtIonAl oPtICAl AStRonoMY oBSeRVAtoRY, USA (GoVeRnMent-FUnDeD FACIlItY PeRSPeCtIVe)

DoRotHY YAteS – UnIVeRSItY oF WYoMInG, USA (HIGHeR eDUCAtIon PeRSPeCtIVe)


10:15–10:45 a .m . Morning Break in the Exhibit HallLe Grand Salon Symposium Poster Presentations


12:30–3:30 p .m . Exhibitor Tear down

1:00–2:30 p .m . 2011 Annual Meeting debrief Ramezay Room The 2012 Annual Meeting Planning Meeting will be held on Thursday, October 27, 9:00–11:30 a.m.

in Hochelaga 5/6

W E d N E S d AY, O C T O B E R 2 6 S E S S I O N d E S C R I P T I O N S


W1: Mentoring as Idealized Influence and Individualized Consideration in Leadership: A Perspective on Ethics and Transformational LeadershipRoom: BersimisContent Level: Intermediate-AdvancedMentoring and ethics are often talked about separately from leader-ship, but as leaders adopt transformational leadership (tl) practices, mentoring can become a key skill in the overall leadership toolbox . With regard to research ethics, mentoring operates in the dimensions of Idealized Influence and Individualized Consideration of tl where the leader, as role model, acts out his or her ethical framework . In this session, we show participants how to become transformational Mentors who cut through the cloud of ethical relativism and take a well-grounded leadership stance .Learning Objectives:1 . explain why mentoring is a dimension of transformational lead-

ership and how mentors are in essence transformational leaders .2 . Develop a transformational leader/mentoring model and learn

how to cut through the cloud of relativism as a stronger leader .

Speaker: tim Atkinson, Assistant Provost and Director, Sponsored Programs, Assistant Professor, leadership Studies, University of Central ArkansasCertificate: lD-elective; PRAM-elective

W2: The Role of Sponsored Program Offices in Civic EngagementRoom: HarricanaContent Level: All levelsthe fiscal climate and the needs of community-based programs pose problems for institutions of higher education and the communities they serve . to confront this challenge, sponsored program staff must seize leadership roles as agents of change, work to align institutional resources, and efficiently face these challenges . this session draws from a national survey of American Democracy Project directors for insights from the field . Presenters will explore opportunities for funding civic engagement, community development and human service programs . to be successful, it is essential that proposal de-velopers understand funding trends, organize applications to meet the expectations of funders and needs of the communities, research

Schedule of Events


likely funding opportunities in a highly volatile field and address the sustainability of civic engagement programs .Learning Objectives:1 . Understand funding trends in civic engagement and community

impact areas .2 . Develop funding search skills, specifically for civic engagement .Speakers: Beth olsen, Director, Grants Development, Richard Stockton College of new Jersey; Richard Dunfee, PhD, executive Director, Grants Resource Center, American Association of Colleges and UniversitiesCertificate: PRAM-elective

W3: Documentation and Auditing: The Multilingual Consent Aide ProcessRoom: ChaudièreContent Level: Intermediatethis presentation will outline a distinctive way to conduct and docu-ment the informed consent process with vulnerable populations that do not speak english and who are given the opportunity to participate in human subject research . non-english speaking subjects should be given the opportunity to participate in human subject research and language should not be a barrier to the process .Learning Objectives:1 . evaluate when they will need to use the consent aide process in

their communities .2 . Identify ways to potentially increase subject enrollment of non-

english speaking participants by using the consent aide process .Speakers: Cheryl Forst, Senior Analyst, Carlotta Rodriguez, IRB Director and Kathleen Smith, Senior Research Compliance Analyst, University of Medicine and Dentistry of new JerseyCertificate: CtRA201-elective

W4: Utilizing Enterprise Risk Management in a Research EnvironmentRoom: GatineauContent Level: IntermediateResearch institutions face a multitude of risks every day, from expos-ing protected data or scientific misconduct, to lab safety concerns or natural disasters . these risks are enough to cause sleepless nights for management and administrators . With so many things that could go wrong, it seems like a full-time job just staying up to speed with the daily operations and “fighting fires .” We will share with you the concepts and specific activities that your institution can implement to assess and manage risk related to research operations and how these tools can be used to focus institutional resources for addressing some of your greatest risks .Learning Objectives:1 . explore how to apply the concept of “risk” in the context of

research operations . Understand the risk assessment process and its practical applications .

2 . Become familiar with a process for prioritizing and addressing risks .

Speakers: Raina Rose tagle, Partner and Ashley Deihr, Manager, Baker tilly

W5: Clinical Trial Management: Making the Business Case for CTMSRoom: Saint-MauriceContent Level: IntermediateManaging the clinical research enterprise, especially billing compli-ance, requires close coordination and exchange of detailed informa-tion among many parties across clinical, research and financial areas . Clinical trial Management Systems (CtMS) can play a key role in enabling the processes required for success, but implementing them can be complex and costly, and they must compete with other proj-ects for approval of the resources needed . one approach to building support for a significant project, especially with financial leadership, is to calculate a Return on Investment (RoI) for the project . this session will discuss some of the key benefits of implementing CtMS and a model that can be adapted to estimate RoI . While no RoI model can perfectly capture the complexities of clinical trials, the discussion of key benefits can be very useful in making decisions about potential projects .Learning Objectives:1 . Identify and articulate key benefits of CtMS implementations

and develop a business case for such projects .2 . Calculate RoI for CtMS implementation projects based on

institutional data .Speaker: Matthew Staman, Managing Director, Huron Consulting GroupCertificate: FM-elective; CtRA201-elective

W6: Managing Advanced Compliance Issues with Sub-contractsRoom: Hochelaga 5/6 Content Level: Advancedthe increased levels of complexity of sub-contracts require that subcontract operations and sub-recipient monitoring be highly orga-nized and efficient . Furthermore, the federal landscape with regard to sub-recipient compliance is evolving, and it continues to be a focus area for increased scrutiny by federal sponsors and external auditors . During this session, the speakers will identify advanced compliance issues with sub-contracts and the types of risks that exist in today’s environment . these issues may include conflicts of interest, use of consultants versus sub-contracts, the FFAtA Sub-award Reporting Sys-tem (FSRS) and ARRA and A-133 audit focus areas related to sub-con-tracts . We will discuss best practices for providing oversight to sub-awards throughout the sponsored project lifecycle, particularly with a risk-based approach . this discussion will also address sub-recipient monitoring for international contracts . With increased collaborations with foreign entities, some institutions are implementing additional sub-recipient procedures for working with these foreign institutions .Learning Objectives:1 . Identify the types of subcontract risks to review within their own

institutions . Identify practical solutions for mitigating compliance risks inherent with doing business with subcontractors .

2 . Walk away with methods to improve sub-contracting operations and sub-recipient monitoring in order to mitigate compliance risks .

Speakers: Michael Vernick, Partner, Hogan lovells, llP; Anne Sullivan, Director, Huron Consulting GroupCertificate: FM-elective; Rl-elective; PRAM-elective

Schedule of EventsW e D n e S D A Y , o C t o B e R 2 6 C o n C U R R e n t S e S S I o n D e S C R I P t I o n S

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W7: Faculty Consulting: Institutional Policies, Intellectual Property, Private Practice Plans and the Impact of Stanford vs. RocheRoom: MackenzieContent Level: Intermediate-Advancedthis session will focus on how various institutions address faculty consulting agreements . existing policies at various institutions will be reviewed, including how the agreements are monitored or reviewed . Some institutions have private practice plans (e .g ., medical schools) that address outside work of faculty while other colleges permit “one day a week” outside activities . What if a faculty member signs an agreement that is contrary to the institution’s intellectual property policy or work assignments with the institution? the Harvard School of Public Health is conducting a survey on the institutional oversight of faculty consulting agreements at U .S . medical schools and schools of public health . Information about the status of that study will be discussed as well as the impact of the Stanford vs . Roche litigation on faculty consulting agreements .Learning Objectives:1 . Increased understanding of the role of faculty consulting and IP

ownership .2 . Review how other institutions are dealing with review of faculty

consulting agreements and the impact of Stanford vs . Roche .Speakers: David King, JD, Director, office of Industry Contracts and Assistant University Counsel, and Matthew Hawthorne, Contract and Compliance Specialist, University of louisvilleCertificate: Rl-I,II,III&IV; PRAM-elective

W8: Animals in Research: Ethical Considerations and ComplianceRoom: Saint-laurentContent Level: All levelsto protect the interest and well-being of research animals, the Animal Welfare Act imposes restrictions on any experiment calculated to

cause pain and specifies rigorous guidelines for their care and hous-ing . to receive nIH support, an institution must submit an animal welfare assurance documenting its procedures for complying with federal regulations and appoint an institutional animal care and use committee (IACUC) to oversee compliance . this session will provide a thorough understanding of the animal welfare regulations and the animal rights movement, explaining and emphasizing the underlying ethics fueling both .Learning Objectives:1 . Recognize the underlying ethical considerations when using

animals in research2 . Identify best practices for regulating and monitoring animal

research at your institutionSpeaker: Dean Smith, Professor, texas tech University

W9: National Institutes of Health (NIH) UpdateRoom: Jolliet/DuluthContent Level: All levelsthis session will cover the latest news from the national Institutes of Health (nIH), including information on the nIH budget, current policy topics, policy reminders, and updates on nIH eRA activities .Learning Objectives:1 . learn basic information concerning the nIH, including new,

emerging initiatives as well as recurring policy reminders .2 . learn basic information concerning nIH eRA activities,

including eRA Commons and electronic submission of nIH grant applications .

Speaker: emily linde, Grants Policy Analyst, national Institutes of HealthCertificate: GR-elective; IRAM-elective; nIH-Required; PRAM-Required


W10: Training for the Masses: A One Woman ShowRoom: HarricanaContent Level: All levelsWhat happens when you are faced with building a research adminis-tration training program with few to little resources in an ever chang-ing environment? Success can be found in these five key elements . You must be able to determine what the priority training needs are . You need to establish and maintain program credibility and value . You need to ensure that a strong base of support exists . You must evaluate internal and external resources and how best to use them . Finally, you need to withstand the flying cow in the middle of tornado .Learning Objectives:1 . Use resources to help evaluate your institution’s training needs .2 . Connect with others to create a network where successes and

frustrations can be shared .Speaker: Cynthia lysen, Research education, Fred Hutchinson Cancer Research Center

W11: eRA Overview/Submission TechnologiesRoom: JollietContent Level: All levelselectronic Research Administration (eRA) holds tremendous promise in enhancing various aspects of institutional compliance with sponsor requirements in the proposal submission process as well as in the administration of awards . this session offers a comprehensive look at common electronic proposal submission systems such as Grants .gov, nSF Fastlane, and electronic Handbook . Additionally other electronic funding development tools such as Research .gov, nIH RePorter, and Proposal Central will be discussed . Strategies for successful submis-sions and best practices are included . Historical overview of eRA system to system interfaces and their use as a compliance tool for comprehensive and uniform approaches to managing sponsored projects will be provided . Integration of sponsor guidance, represen-tations and certification will be outlined . Learning Objectives:1 . Identify key features of common electronic proposal submission

systems and standard compliance issues relevant to pre-award processes .



2 . Review expectations of major federal electronic submission programs such as nSF Fastlane, Grants .gov, electronic Handbook, e-Grants (various agencies), Proposal Central .

Speaker: Renee Vaughan, CRA, Director of Research Communica-tion and Compliance, Duke University Medical CenterCertificate: PA-Required; nIH-Required

W12: Successfully Conducting Multinational Research Activities to Ensure Compliance and Operational EfficiencyRoom: BersimisContent Level: All levelsSponsored grants that require research to be performed outside the U .S . can present challenges due to complex laws and operational issues in foreign countries . engaging employees and contractors, renting space and carrying out research activities can increase per-manent establishment risk and often force institutions into situations of non-compliance, thereby increasing reputational and financial risk . Following this session you’ll be able to identify research activities that may require legal registration, describe available options when engaging employees and contractors to avoid non-compliance, and provide your institution with cash management solutions .Learning Objectives:1 . evaluate research activities by your institution that increase your

legal and compliance risk .2 . Identify operational support options to ensure compliance with

laws and regulations in foreign countries .Speakers: Robert lammey, Director, Higher education and lawrence Harding, President and Founder, High Street PartnersCertificate: Rl-III&IV

W13: Clinical Trials: Industry Perspective from the IndustryRoom: Saint-MauriceContent Level: IntermediateParticipants will have a better understanding of the evolving business environment of the pharmaceutical industry and how it is impacting the relationship of industry and academic centers . Due to the need to integrate more research knowledge in the discovery of new innova-tive treatments for disease such as cancer and Alzheimer’s disease, it is more and more evident that academic centers and their indus-try equivalent will need to raise their level of collaboration . Learning objectives:1 . Understand the changes of the industry business environment .2 . Be presented with examples on new types of academia/industry

research partnerships .3 . Identify key elements of a successful research partnership .Speaker: Patrice Roy, Director of Research and Development, Pfizer CanadaCertificate: CtRA201-elective

W14: Troubled Waters: Navigating Financial Conflict of InterestRoom: Hochelaga 5/6Content Level: All levelsthe attention on financial ties between industry and university researchers has been virtually relentless; the media, Congress, federal funding agencies, professional associations, journal editors, and uni-versities themselves are all scrutinizing researchers’ relationships with corporations . new federal and state laws have emerged, and the Pub-

lic Health Service has developed a more stringent conflict of interest rule . this session will focus on the new federal regulation related to PHS-funded research and what it will mean to universities . Included in this session will be conflict of interest scenarios, some of which will be related to human subjects’ research, and how the conflicts might be managed .Learning Objectives:1 . Identify three institutional obligations in the (proposed) new PHS

financial conflict of interest rule .2 . Define the terms, “investigator” and “investigator’s institutional

responsibilities .”3 . list four significant financial interests that can create conflict of

interest in research .4 . Discuss the concept of rebuttable presumption in the context of

human subjects’ research .5 . Describe strategies for management of conflict of interest .Speakers: Charlotte talman, Director, Conflict of Interest in Research, University of Iowa; Debra thurley, Assistant Director, Conflict of Interest Program, Pennsylvania State UniversityCertificate: FM-elective; PRAM-elective

W15: All Aboard Comprehensive Budget Construction!Room: GatineauContent Level: Basicthe speakers will provide budget construction information, but will also incorporate the proposal, pre-award and post-award perspec-tives of the budget . this session will begin with an overview of the basic purpose of a proposal budget and the guiding cost principles for fiscal responsibility . Common budget line items that guide con-struction of a budget such as labor, travel, equipment, materials, other direct costs and indirect costs will be reviewed . Issues such as cost share, personnel effort, subcontracts, international collaboration, and limited indirect costs will be addressed from both a budget construc-tion and application standpoint . examples of solicitation require-ments will be provided and discussed to ascertain budget impact . the session will have participants create a budget using a sample solicitation extract .Learning Objectives:1 . Identify common components necessary for budget construction

while applying basic cost principles .2 . enhance the level of understanding of the budget information

needed from a pre-award to a post-award perspective .Speakers: M . Fran Stephens, CRA, Proposal Development Specialist, Felicia Gipson, CRA, Financial Coordinator and Susan Cates, CRA, Sponsored Programs Coordinator, University of oklahomaCertificate: FM-elective

W16: Publication of Research vs. Protection of Sensitive Data and AgreementsRoom: Saint-laurentContent Level: All levelsUniversities and other nonprofit institutions push to publish ev-erything and commercial organizations tend to publish nothing . extensive negotiations have been conducted over just how long a university had to wait to publish . With commercialization of research becoming the norm, and with the potential for malicious exploitation


46

of research vastly increased, the question of publication and protec-tion of sensitive data is much more complex . this is particularly true when even the most personal data is commercially valuable . even more difficult are the issues that surround the proper methods to be used to acquire sensitive data that is not freely published . large, pub-licly held companies have been prosecuted for industrial espionage for obtaining information from former employees of their competi-tors . other companies openly sell information obtained from the new industry of “data mining .” this session will provide an overview of the present status of the perennial issues surrounding publication versus protection of data .Learning Objectives:1 . Properly determine when and how to protect the rights of

publication .2 . Protect confidentiality and proprietary information when

appropriate, using contracts, limits to access, and the law .Speaker: J . Michael Slocum, JD, President, Slocum & Boddie, PCCertificate: Rl-II&III

W17: The Ethical Principle of Justice and Community Participation in ResearchRoom: MackenzieContent Level: Intermediateethical codes across the globe require that research involving human participants adhere to the core principle of “Justice .” Justice requires that burdens and benefits of research are shared equally across mul-tiple populations . this core belief is important, but research groups sometimes find it difficult to manage in the day-to-day operations of a research study . As populations continue to merge throughout the world, it has become increasingly more important to provide access to research opportunities to a diverse population of potential partici-pants outside of the typical academic setting . this session will explore the principle of justice and provide insight as to how to effectively open research opportunities to one’s community .Learning Objectives:1 . Define the principle of “Justice” in human subjects’ research .2 . learn strategies to engage the community to increase diversity

in research studies .Speakers: tonya edvalson, Research Compliance Manager, University of Utah; leslie MacDonald-Hicks, Research ethics Committee Coordinator, Carleton University Certificate: PRAM-elective

W18: Ethics CORE: The New National Online Ethics Resource CenterRoom: ChaudièreContent Level: Basicthe new national online ethics resource center, supported by the national Science Foundation, offers scholarly, instructional and practi-cal resources materials to support RCR education . the development team seeks collaborators and contributions, as well as suggestions for additional services that would be of value to the research community . Are you looking for best practices for meeting the federal require-ments for teaching the Responsible Conduct of Research? Are you looking for materials for teaching research ethics, the latest scholarly research or breaking news on an ethics topic? Have you developed some great learning materials or white papers you wish more people knew about? or, as a research administrator, do you face ethical di-lemmas that are not well addressed in other settings? Come and learn about ethics CoRe, the new national online ethics resource center that has materials available in all of these categories, and more . Hear about opportunities to participate in the continuing development of this resource, including its peer-reviewed interactive encyclopedia of research and professional ethics, Perspectives on teaching Research ethics series, development of instructional resources and online discussion communities .Learning Objectives:1 . Review federal requirements for RCR instruction for those per-

forming federally-supported research .2 . Share information about the nSF office of Inspector General

on-site inspections of RCR instructional plans and best practices in meeting the nSF requirement .

3 . learn about how other institutions are addressing these requirements .

4 . think together about how to keep the central focus in RCR instruction on ethics of individual researchers and avoid having this responsibility become a compliance obligation that is offloaded to others .

Speaker: C . K . Gunsalus, national Center for Professional and Research ethicsCertificate: PA-elective



[email protected] 404-421-1445 2386 Clower Street, Suite F202, Snellville, Georgia 30078

pslifesciencelaw.com

Penny Smith is an attorney with extensive experience representing the unique legal, regulatory and strategic matters facing FDA Regulated Entities. Our clients include pharmaceutical and medical device companies, research institutions, IRBs, and start up ventures. Penny has also studied extensively the topic of social media and has earned a Master Certificate in Advanced Social Media from the University of San Francisco. She advises clients on the development of policies and risk management strategies related to Social Media.

Life Science Law Group, LLCClinical Trial Strategy andContracting, Compliance, Regulatory, Privacy/HIPAA,Subject Protection, Conflictof Interest, Manufacturing& Distribution, InvestigatorInitiated Studies, 483/Warning Letter Representation

Presenting at 2011 SRA International Annual Meeting at the Fairmont

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Society of Research Administrators International 500 north Washington Street, Suite 300Falls Church, VA 22046www .srainternational .orgVisit one of SRA International’s information booths to learn about the many benefits of your SRA membership, the 2012 Annual

Meeting, and the 2012 Section Meetings .

Come to the SRA Membership booth to see what SRA membership is all about! Staff and members will be on hand to answer your questions, and show you how to best utilize your membership and advance your career . Visit the booth during the Sunday opening Reception from 7:30 to 9:00 p .m . for a chance to win a signed copy of Managing the Research University and meet the author, Dr . Dean o . Smith!

SRA Annual Meeting Career CenterSponsor of Tuesday Night Hospitality Lounge Drink Tickets Booth #1Find your next job in research administration! Visit the SRA Career Center booth to view job post-ings specific . Stop by the SRA Membership booth and pick up a drink ticket!

SRA Membership — Booth #2/#3

Western/Northeast Sections — Booth #16

Midwest/Southern Sections — Booth #17

2012 Annual Meeting in Orlando — Booth #11

Exhibitors

Open Portals to Research V I S I T T h e e x h I b I T h a L Lthe Annual Meeting exhibition Hall features companies and institutions that can open vital portals to research for you and your organi-zation . the following exhibitors will be available at their booths from the Sunday opening Reception through Wednesday morning .

ExHIBIT HALL HOURSSunday,7:30–10:00p.m.•Monday,8:45a.m.–5:00p.m.•Tuesday,8:45a.m.–5:00p.m.•Wednesday,8:45a.m.–12:30p.m.

KeySolutions

#32

PrioritySoftware

#31

SymplecticLtd#33

Universityof Utah#30

MAXIMUS#35

EmmanuelCollege#34

iMedRIS#29

CITIProgram#28

NSFResearch.

gov#27

HealthRX#26

2012 SRAAnnualMeeting#25

ScienceMetrix#24

Midwest/SouthernSections#17

Western/NortheastSections#16

eCustoms#15

SRACareerCenter#1

SRAMember

ship#2/3

eVision#4

Click: AHuronSolution

#5

RACC#6

IT Works#7

RefWorksCOS#8

PRIM&R#9

BioethicsProgramUnionCollege#10

SmartSimpleSoftware

#11

INORMS#20

MLWeekes#12

Food/Beverage

Entrance

Food/Beverage

Entrance

Opening Reception/General Session

Entrance

Hochelaga

InfoEdGlobal#36/37

Process Pathways#18/19

Food/Beverage

Exhibitor RafflesVisit various exhibit booths and drop off your business card for a chance to win fun prizes . Join us for the raffle drawings during the 2:45 p .m . break on Monday and tuesday to see if you win! (Winner must be present at the time of the drawing .)

SRA Passport GameGrab your SRA Passport from your registration packet and collect 15 stickers from SRA exhibitors . turn in your passport at the SRA Registration Desk and attend the 2:45 p .m . tuesday break to win prizes!

E x H I B I T H A L L A C T I V I T I E S

NEWTHIS YEAR!

SRA International thanks McGill University for their support.

50

The Bioethics Program of Union Graduate College and Mount Sinai School of MedicineBooth #10 80 nott terraceSchenectady, nY 12308www .bioethics . uniongraduatecollege .eduUses an innovative hybrid online-onsite approach to offer working professionals practical and skill-based Masters level education in Research ethics . the Program offers a 12-course competency-based Masters of Science in research ethics . A 4-course Graduate Certificate in Research ethics is also available . the majority of the courses are taught on-line by interna-tionally recognized experts in bioethics and research ethics, complemented by individual master’s projects, and on-site seminar, practica, and capstone assessment courses .

The CITI Program – University of MiamiBooth #281400 nW 10th Ave ., lC: M-859 Miami, Fl 33136 www .citiprogram .orgthe Collaborative Institutional training Initiative (CItI) Program at the University of Miami offers customized web-based instruc-tion in the Protection of Human Research Subjects, Good Clinical Practice, Health Information Privacy and Security, Animal Care and Usage, BioSafety, the Responsible Conduct of Research and the U .S . export Control Regulations .

Click: A Huron SolutionBooth #51925 Amberglen Parkway, Suite 400 Beaverton, oR 97006www .clickcommerce .comHuron Consulting Group’s Click™ Portal for Grants provides a complete grants management system that supports pre-award funding processes, including proposal and budget develop-ment, S2S proposal submission and tracking, and pre-award contractual activity . Post-award,

the system accelerates tracking of award data and multiple funding streams, enables bud-get reconciliation, automates renewal and expiration notices, and simplifies reporting .

eCustomsBooth #15Peace Bridge Plaza, Suite 213Buffalo, nY 14213www .ecustoms .comeCustoms provides export and deemed export compliance solutions for universities and research institutions across north America and around the world . these solutions assist with deemed export compli-ance issues such as screening of foreign research associates and students, equipment classifica-tion and license determination .

Emmanuel College Graduate and Professional Programs Booth #34400 the Fenway Boston, MA 02115www .emmanuel .eduemmanuel College’s graduate programs in research admin-istration are an academic opportunity for professionals currently working in sponsored programs . the innovative curric-ulum addresses critical knowl-edge areas including finance and accounting, compliance, legal issues and organizational behavior . our online courses extend the reach of these pro-grams beyond the research and health care hub of Boston . Stop by and enter to win a copy of Research Administration and Management, Kulakowski, e. C., & Chronister, l. U., (2006).

SRA International thanks Emmanuel College for their generous sponsor-ship of the Monday Night Reception. Stop by their booth for a drink ticket!

eVisionBooth #41010, Rue De Serigny, Bureau 315 longueuil, QC J4K 5G7, Canada1010 Serigny Street, office 315

longueuil, QC J4K 5G7, Canadawww .evision .caeVision - A leader in providing cutting-edge research admin-istration software . Indeed, eAwards (Grants and Funding Management Software) and eReviews (Clinical trial Reviews software and Research ethics Board Software) are implement-ed in the most prestigious Ca-nadian organizations . eAwards covers all stages of the award lifecycle including Pre-Award, eligibility, Review, Finance and Post award . eReviews is a modu-lar compliance management system powered by a flexible workflow engine to deliver a powerful electronic form and automated business processes for ethics, Science, Contracts, Pharmacy, and other research administration processes .

HealthRxBooth #264031 University Drive Suite 200Fairfax, VA 22030www .healthrx .com HealthRX provides an inte-grated suite of enterprise-wide tools targeted to health sci-ences research institutions with or without associated patient care facilities . It is committed to supporting the researcher by streamlining operations across the continuum of clinical research, health care delivery, and enterprise biosafety by providing connections between all stakeholders .

iMedRIS data CorporationBooth #29625 e . Carnegie Drive, Suite 105San Bernardino, CA 92881www .imedris .comiMedRIS Data Corporation provides state-of-the-art elec-tronic Research Administration software . Imagine an integrated research management system designed to reduce redundancy of data input while providing maximum data availability to all those who need it . this in-novative system is called iRISÔ (“Integrated Research Informa-tion System”) . iRIS™ modules include: IRB Assistant™, CoI As-

sistant™, PreAward, Grants and Contracts, Site Assistant™, Bill-ing Assistant™ . Features include: Configurable workflow routing, ad hoc report writer, document differencing and electronic submissions to Grants .gov .

InfoEd GlobalBooth #36/375 Washington Square, Suite 2Albany, nY 12205www .infoedglobal .comInfoed Global optimizes research administration by providing medical centers, uni-versities, and institutes world-wide with superior technology to reduce cost, improve data integrity, streamline processes, and accelerate compliance . the fully-integrated software sup-ports operations for Grants and Contracts; Research Compli-ance; IRB and IACUC Submis-sions; Clinical trials; Animal Facilities; technology transfer; and Research outputs . Stop by the booth and enter to win an iPod Shuffle!

Information Technology Works, Inc.Booth #7318 West Millbrook Road, Suite 250Raleigh, nC 27609www .itworks-inc .comInformation technology Works offers a high-end software with a low-end price that’s easy and powerful to use . It Works soft-ware is so simple to learn that the people who buy it actually end up using it . How amazing is that? It Works Grant, Financial, HR Management, effort Certifi-cation and Reporting software . Scalable . Modular . Powerful . Affordable . And simple . Really simple .

Key Solutions, Inc.Booth #322803 lakeview Court Fremont, CA 94538www .keyusa .comKey Solutions provides Web-based Integrated Research Administration & Compliance Software modules consisting of pre-award for grant proposal development, S2S Submission,

Exhibitors

2011 SRA INTERNATIONAL ExHIBITORS


post-award management, con-flict of interest, IACUC, animal order, animal health record, IRB, IBC and other compliance com-mittees . Major features include online proposal development, internal routing, version control, review, agenda, meeting min-utes, report, email notification, system to system submission, research compliance, safety and animal facility management .

MAxIMUS, Inc.Booth #35900 Skokie Blvd ., Suite 265 northbrook, Il 60062www .maximus .comMAXIMUS, Inc .’s Higher educa-tion Practice provides research administration consulting ser-vices and software solutions to colleges, universities, hospitals, and not- for-profit institutions . our industry-leading software tools include the Comprehen-sive Rate Information System (CRIS long & Short Form), effort Reporting System (eRS) and a web-based space survey tool (WebSpace) .

ML Weekes & Company, PCBooth #1212 Garrison Drive Guilford, Ct 06437www .mlweekes .comA professional services firm specializing in performing advi-sory services for organizations that have grants and contracts with federal and state agencies . Services comprise the entire range of grant and contract administration, accounting, and compliance, and are specifically designed to respond to clients operating in highly regulated public sector markets .

National Science Foundation/Research.govBooth #274201 Wilson Blvd ., Room 455 Arlington, VA 22230www .research .govResearch .gov provides organi-zations and researchers with easy access to research-related information and grants man-agement services from multiple federal agencies in one location . learn about upcoming ser-vices and tools for the research community and find out how

Research .gov helps alleviate the administrative burden on the research community .

Public Responsibility in Medicine and Research (PRIM&R)Booth #9 126 Brookline AvenueBoston, MA 02215www .primr .orgPRIM&R is an international non-profit organization dedicated to advancing the highest ethical standards in the conduct of re-search . Since 1974, PRIM&R has served the full array of individu-als and organizations involved in biomedical, social science, behavioral and educational research . Via a wide variety of conferences, regional programs, onsite courses, and webinars, PRIM&R provides balanced, well researched, and accurate infor-mation on the range of ethical and regulatory issues affecting research, while also offering unparalleled access to certifica-tion, networking, and profes-sional development resources .

Priority Software, Inc.Booth #319006 4th Ave ., S . Birmingham, Al 35206 www .prioritysoftware .comPriority Software has been providing area management systems and usage tracking and billing applications for universi-ties and research institutions for over 25 years . We offer solutions for the complex task of moni-toring dollars and deadlines, managing pre- and post-award accounting, and charge back recovery application . Stop by and enter to win a Kindle 3G with Wi-Fi!

Process Pathways, Inc.Booth #18/19Alastair Ross technology Centre3553 – 31 Street nW, Suite 228Calgary, AB t2l 2K7, Canadawww .processpathways .comProcess Pathways Inc . offers the RoMeo Research enterprise as the Canadian market leader in research administration soft-ware . RoMeo is an online, data-base-driven solution that man-ages funding and certifications,

tracks status and facilitates fund disbursement . It integrates smoothly with mission-critical enterprise applications and is compatible with industry-stan-dard network environments . Currently reporting over 2 bil-lion dollars in research activity, Process Pathways offers RoMeo modules on site, hosted, and through software-as-a-service (SaaS) from professionally man-aged data centers .

RefWorks-COSBooth #8789 e . eisenhower Parkway Po Box 1346 Ann Arbor, MI 48106www .refworks-cos .comRefWorks-CoS provides tools and services for every phase of research, from discovering the latest developments, finding grants identifying collaborators and thought leaders, managing research information, sharing resources, writing papers, or lo-cating opportunities to present or publish findings . RefWorks-CoS provides indispensable tools for research at its best!

Research Administrators Certification Council (RACC) Booth #61350 Broadway, Suite 1705 new York, nY 10018www .cra-cert .orgRACC was formed in 1993 as an independent nonprofit organization to offer voluntary certification by examination for all research and sponsored programs administrators . the first credential offered by the RACC was the Certified Research Administrator (CRA) which measures a professional’s over-all knowledge of research and sponsored programs adminis-tration . this year a new Certified Pre-award Research Admin-istrator (CPRA) examination has been added, to recognize the professional knowledge of those who specialize in pre-award administration .

SmartSimple SoftwareBooth #11www .smartsimple .com

Science MetrixBooth #241335 Mont-Royal e Montréal, QC H2J1Y6, Canadawww .science-metrix .comScience Metrix is an indepen-dent research evaluation firm specializing in the assessment of science and technology (S&t) organizations and activities . our services enable evidence-based decision-making, strategic planning, and outcome assess-ments . Based in the United States and Canada, Science-Me-trix is an acknowledged leader in the assessment of S&t using bibliometric methods and in the evaluation of science-based programs and initiatives .

Symplectic Ltd.Booth #33167 london Roadleicester le2 1eG United Kingdomwww .symplectic .co .ukSymplectic ltd . was founded in 2003 in london, UK, to serve the needs of researchers and re-search administrators and now works with a global portfolio of clients . Symplectic’s flagship solution, known as elements, is designed to help faculty capture and manage data on their publications, grants, and professional activities . Sym-plectic elements gives research managers, strategy teams, and institutional leaders the tools they need to assess their institu-tion’s strengths and plan for growth .

University of UtahBooth #30Commercialization office615 Arapeen Drive, Suite 310 Salt lake City, Ut 84108www .utah .eduthe University of Utah has developed a new and excit-ing research training software, Rostertech™, and is available for licensing to your organization! this technology provides online registration and comprehensive data management for research training classes, educational activities and online instruction .

Exhibitors

52

JENNIE AMISONDIReCtoR, SPonSoReD ReSeARCH DeVeloPMent, SAn DIeGo StAte UnIVeRSItY ReSeARCH FoUnDAtIonJennie Amison is Director of Sponsored Research Develop-ment (pre-award services) at

San Diego State University Research Founda-tion . Jennie has over 30 years of experience in research administration . She has been an active member of SRA International since 1993 . Jennie has been involved in service to SRA in many capacities: she is currently the Past-president of the Western Section, and served the section as treasurer, Co-track leader, Volunteer Coordina-tor, session and workshop presenter, and mem-ber of various committees over the years .

NANCY BELLCHIeF eXeCUtIVe oFFICeR, ReSeARCH IMAGenancy Bell is the founder and Chief executive officer of Research Image, a worldwide research infrastructure as-

sistance service . nancy has over 45 years experi-ence in research administration . She conducts workshops on Grantsmanship for investigators, assessment of research administrative groups, and training workshops for research administra-tors . She has been an active member in SRA International since 1988 and has nearly 40 years of experience in research administration in health care and general academic institutions . She has distinguished herself as an instruction leader at regional and national conferences .

PHILIP COLAVICe PReSIDent, ReSeARCH AnD teCHnoloGY MAnAGeMent, UnIVeRSItY HoSPItAlS CASe MeDICAl CenteRPhilip Cola is the Vice Presidentof Research and technology Management at University

Hospitals Case Medical Center . He is responsible for leading the strategic planning, operational management and quality improvement, and de-velopment of all research conducted at, admin-istered by, or affiliated with University Hospitals . Phil is an active educator as an Adjunct Assistant Professor at Case Western Reserve Univer-sity, School of Medicine . His role is to provide structure as the core director for the regulatory function committee for the Clinical translational Science Collaborative (CtSC) in Cleveland . He also serves as the Champion of Change for the CtSC . Phil has been an active member of SRA International since 2000 and was awarded SRA International’s excellence Award in 2009 .

MARJORIE PIECHOWSKIDIReCtoR oF ReSeARCH SUPPoRt, ColleGe oF enGIneeRInG AnD APPlIeD SCIenCeS, UnIVeRSItY oF WISConSIn-MIlWAUKee Marjorie Piechowski is respon-sible for coordinating and edit-ing individual and large scale

multi-disciplinary proposals, presenting faculty workshops and serving as editor of college re-search publications . She also serves as a liaison between the college and university administra-tion . She has been an active member of SRA International since 1984, where she has been involved in many capacities: as International President and Past-president and Secretary of the Midwest Section, serving numerous times on International and Midwest Section meeting committees, and presenting in sessions and workshops . Marjorie is a past winner of the SRA International Hartford-nicholson Award and excellence Award .

ROBERT PORTERDIReCtoRY oF ReSeARCH DeVeloPMent, UnIVeRSItY oF tenneSSeeRobert Porter has presented grant writing workshops at leading universities and

medical schools nationally and internationally . Currently Director of Research Development at the University of tennessee, he has thirty years experience as a tenured professor, private consultant and research administrator . He has presented papers and workshops on grant writ-ing at national conferences and has published prize-winning articles on this subject in the Journal of Research Administration . Dr . Porter participated with other national leaders in designing and teaching courses leading to the first Grantsmanship Certificate offered by SRA International .

KRIS RHOdESDIReCtoR, eDUCAtIonAl SeRVICeS, MAXIMUS, InCKris Rhodes is a Director with the Higher education Practice of MAXIMUS and a Certified Research Administrator . Kris

brings more than 20 years experience in direct-ing research and sponsored program offices at both large and small institutions . She is responsible for the MAXIMUS sponsored proj-ects enhancement, pre- and post-award grant management service initiatives for the practice . Ms . Rhodes also is responsible for leading the MAXIMUS grants management and compliance online learning initiative and transition staffing services .

JANET STOECKERTDIReCtoR oF ReSeARCHADMInIStRAtIon, KeCK SCHooloF MeDICIne, UnIVeRSItY oFSoUtHeRn CAlIFoRnIAAs Director, Janet Stoeckert is responsible for the research administration activities of the

Keck School of Medicine of University of South-ern California . Her office assists faculty in all aspects of research administration including the grant budget development, sponsor form com-pletion, post award grants management, and research compliance . She also develops school specific procedures to support and implement university-wide policies and procedures .Janet has been an active member of SRA International since 1989, where she has been involved in many capacities: as a past member of SRA’s Board of Directors, a Past-president of the Western Section, and serving as a speaker and workshop co-chair for the SRA International Annual Meetings .

KATHRYN WATKINS-WENdELLDIReCtoR oF ReSeARCH SeRVICeS AnD SPonSoReD PRoGRAMS, tHe UnIVeRSItY oF AKRonKathryn “Katie” Watkins-Wen-dell is the Director of Research Services and Sponsored Programs at the University of

Akron (UA), where she manages a staff of ten to direct the UA pre-award operation . Katie oversees proposal submission, sponsor rela-tions, pre-award grants management systems, budget preparation and research administration training and outreach . She has been an active member of SRA International since 2005, serv-ing as ohio Chapter president and co-track chair at section meetings . Katie was awarded the SRA International Midwest Section new Member Award in 2010 and the SRA International Midwest Section established Member travel Award in 2011 . Katie also served as Chair of the Research Administrator’s Certification Council and currently serves as its Board emerita .

SRA Newly Inducted distinguished Faculty

SRA dISTINGUISHEd FACULTYthe SRA Distinguished Faculty designation recognizes individuals who are outstanding teachers, researchers or exemplar professionals in the field of research administration, who have published theoretical and practical contributions in professional and scholarly peer-reviewed journals. Distinguished Faculty members are called upon as leaders at the SRA annual meeting and section meetings; as expert consultants or speakers for professional development programs; as expert “faculty” and as expert researchers to conduct external, periodic and professional reviews of research administration capacity and process within an organization, at the request of the organization.

the following individuals have been selected by their peers as Distinguished Faculty, and will be recognized during the opening General Session on Monday, october 24, 7:30–8:45 a.m. in le Grand Salon.


THE HERBERT B. CHERMSIdE AWARd FOR dISTINGUISHEd CONTRIBUTION TO RESEARCH AdMINISTRATION named in honor of Herbert B . Chermside, who passed away in June 2006, this award is given in recognition of the recipient’s activities and contribu-tions that have had a direct and positive impact on the profession of research administration .

Dorothy yates • Dorothy Yates has been active in research administration for over 25 years, devoting much of her time to educating others in the research adminis-tration profession . A current member of the SRA Interna-tional Distinguished Faculty, she has presented numer-ous educational sessions and workshops within her university and the research administration community . In

the past she has served as President of SRA International, President of SRA International’s Western Section, and co-chair of SRA section and annual meetings . Dorothy is the associate Vice President for Research & economic Development for the University of Wyoming, where she oversees pre-and post-award grant activities, the Human Subjects Research Committee, the Institutional Animal Care and Use Committee, export control and core equipment facilities .

HARTFORd-NICHOLSEN AWARdnamed in honor of the Society’s first two presidents, Ken Hartford and Richard nicholsen, the Hartford-nicholsen Award was established to recognize SRA International members who have contributed their profes-sional expertise and volunteered services over the years which have benefited the entire Society .

Debra schaller-Demers • Debra Schaller-Demers has been an active member of SRA since 2003 . Her service to SRA includes publishing in the SRA Journal of Research Administration, extensive session and workshop presentations on the responsible conduct of research, and serving as a Research Integrity track Co-chair for the SRA International Annual Meeting . In addition, she is

Past-president of the SRA International northeast Section . Debra is the Director of Research outreach and Compliance at Memorial Sloan- Kettering Cancer Center .

cliff schofielD • Cliff Schofield has provided his great wealth of knowledge to the Society for over a decade . He has been an instrumental part of the SRA International executive Committee as treasurer . His service includes co-founding SRA Delaware Valley Chapter, Past-president and treasurer of Delaware Valley Chapter, northeast Section treasurer, as well as committee member for

sections and annual meetings .

ExCELLENCE AWARd the excellence Award was established in 1977 in honor of the Society’s 10th anniversary . the award recognizes SRA members, organized by level of experience: newcomer, mid-career and advanced, who have excelled in meeting SRA’s purpose of expanding the knowledge and tools of research administration .

LARA CARTMALE, NEwCoMER LEvEL • lara Cartmale is a newcomer to SRA International, and new in the field of research administration . lara is the Manager of Admin-istrative Services and Research, Curriculum, teaching and learning at the University of toronto, where she is a recognized leader in her department, and a knowledge-able enabler of faculty research .

dEBRA SCHALLER-dEMERS, MId-CAREER LEvEL • Debra Schaller-Demers has been an active member of SRA since 2003 . Her service to SRA includes publishing in the SRA Journal of Research Administration, extensive session and workshop presentations on the responsible conduct of research, and serving as a Reasearch Integrity track Co-chair for the SRA International Annual Meeting . In

addition, she is Past-president of the SRA International northeast Section . Debra is the Director of Research outreach and Compliance at Memorial Sloan-Kettering Cancer Center .

dENISE MAKOVAC-BAdALI, AdvANCEd LEvEL • Denise Makovac-Badali has been an active member of SRA since 2006 . She has contributed significantly to the field of research administration over the last ten years and has played an exceptional leadership role in advancing knowledge in the field . Denise is the Director of Research, Graduate Studies, International and equality in the office

of the Associate Dean at ontario Institute for Studies in education of the University of toronto .

THE TECHNOLOGY INNOVATION ANd APPLICATION AWARd the technology Innovation and Application Award was created in 2010 to showcase and recognize an individual or organization whose use of technology has promoted or advanced research administration . the innovation shows proof of significantly moving an office forward using the technologies that best reflect the goals proposed, and serves as a model and inspiration for others .

this year’s award goes to Indiana University for the development of a personalized dashboard, My Research Administration, (“MyRA”) . MyRA provides researchers and staff an aggregated view of their sponsored project and compliance information, through three major components: MyAwards, MyCompliance, and Myeducation .

INdIANA UNIVERSITY, OFFICE OF RESEARCH AdMINISTRATION

SRA Award Winners

SRA AWARd WINNERSSRA International acknowledges individuals who inspire others and serve as a model for the profession of research administration. Join us for the SRA Annual Business Meeting and Awards Presentation on tuesday, october 25, 7:30–8:45 a.m. in le Grand Salon, where the winners of the following SRA 2011 Awards will be recognized.

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ROd ROSE AWARdthe Rod Rose Award is presented annually to the author(s) of the article judged by the Associate editorial Board as the most outstanding contribution to that year’s volume of The Journal of Research Administration.

this year’s award goes to Dr . Simon P . Philbin, Associate Director, enterprise Projects, Imperial Business School, Imperial College london for his article “An Investigation of the Development and Management of University Research Institutes.”

THE PARTNERSHIP AWARd FOR INTERNATIONAL OR INTER-COLLEGIATE COLLABORATION the International/Inter-collegiate Award was established in 2010 to honor and recognize an individual or group involved in a partnership or collaboration across institutions or national borders .

this year’s award goes to John Westensee for assisting his colleagues in the start up of the international component of the nIH IPen project . John’s willingness to share best practices provided valuable tools and guidance for the successful administrative launch of the program .

John Westensee • John Westensee has been an active member of SRA since 1996 . John is seen as a resource by his colleagues in european and throughout the world in the field of research administration . He serves as the Head of Research Support office at the Aarhus University Hospital in Aarhus, Denmark .

BEST CONCURRENT SESSION AWARdthe outstanding Concurrent Sessions Awards recognize the best concurrent sessions presented at the 2010 SRA Annual Meeting in Chicago . this is a “peoples’ choice” award based on the 2010 Annual Meeting session evaluation results .

SCOTT BOOTS, FOUNdER ANd dIRECTOR, HEALTH CARES ExCHANGE INITIATIVE“Celebrating Ourselves: Beating Burnout”

2010 BEST PAPER OF THE YEAR: (tie)“Case Study Investigation of the Development and Management of a University Research Institute”

SIMON P. PHILBIN, IMPERIAL COLLEGE BUSINESS SCHOOL, IMPERIAL COLLEGE LONdON

“Why Should Research Administrators Care about the Responsible Conduct of Research?”

dEBRA S. SCHALLER-dEMERS, MEMORIAL SLOAN-KETTERING CANCER CENTER

2010 BEST POSTERS OF THE YEAR WINNERS:InteRnAtIonAl “A Research Ready Facility for Improving Access to Psychological Therapies (IAPT)”ANTHONY GANAS, GEORGE PIERRAKOS, SOTIRIS SOULIS, TECHNOLOGICAL EdUCATIONAL INSTITUTE OF ATHENS; MICHAEL GRAVENEY, NHS WARWICKSHIRE, UK

noRtH AMeRICA “Succession Planning in an Independent Research Institute”JIM HANLON, TRIUMF

SRA Award Winners

the Symposium and Rod Rose Awards will be presented during the Symposium lunch on tuesday, noon–1:30 p.m. in le Grand Salon.

Contributed papers and posters at this year’s meeting will compete for the 2011 Annual “Best Paper” and “Best Poster of the Year” awards . the Symposium posters will be on display in the le Grand Salon and the Papers will be presented during the Symposium lunch on tuesday, october 25, noon–1:30 p .m . in le Grand Salon .

SYMPOSIUM AWARdSthe Symposium is one of the key activities at the SRA International Annual Meeting, featuring contributed papers and posters related to the art and science of the profession of research administration . Winners of the 2010 SRA Symposium will be recognized during the Symposium lunch on tuesday, october 25, noon–1:30 p .m ., in le Grand Salon .


Managing Exchange Fluctuation RisksPierre Boshoff, Philip du Plessis, niresh Bhagwandin, tasnim Mohsam, South African Medical Research CouncilBenefits of the North Carolina Society of Research Administrators Annual Meetingellen Brearley, CRA, Steven Abels, CRA, Duke UniversityModeling Faculty Cognitive Behaviors during Proposal DevelopmentChristina leigh Deitz, DPS, MlS, Syracuse UniversityEffect of Capacity Training Grant on Career Development for New Researchers in a Resource-Limited SettingIsaac Roy Kyeyune, Henry tumwijukye, Mary Glenn Fowler, Johns Hopkins University Research Collaboration (MU-JHU Care limited) Regina Smith James, nIH, DHHSDocumentation & Auditing: The Bilingual Consent Aide ProcessCheryl Forst, Rn, BSn, CCRP, Kathleen Smith, Carlotta Rodriquez, University of Medicine and Dentistry of new JerseySupport from Chief Executives to Sponsored Programs Administration at Baccalaureate Universities in the U.S.Zoya Hamilton, CRA, edD, Amy Gantt, tufts UniversityThe Changes and Significance of the NRF Peer Review SystemDongseong Han, PhD, Seunggeun Koo, Sukho Kim, Myon-Jung Kim, national Research Foundation of KoreaUsing the Theory of Planned Behavior to Increase Proposal SubmissionsAnita Hartmann, PhD, CRA, Mary t . norman, University of Alaska FairbanksJoining our Voices through O-PERA: A Community of Practice Fostering Research Excellence!Denise Makovac-Badali, lara Cartmale, Joey laforge, Andre tremblay, University of toronto

Protecting Human Subjects in High-Frequency, Low-Risk Research SettingsPaula Garcia McAllister, northern Arizona UniversityA Model for Creating Effective and Efficient Research Core FacilitiesAnn e . McKinney, nancy Watterson-Diorio, Boston VA Research Institute, and Robert Forrester, MBAModels of Success for International Research Collaborationsnegin Sobhani, Moody Altamimi, PhD, Christina Guindy, PhD, Dillon Fritz, PhD, King Abdullah University of Science and technologyThe Kwantlen Research Puzzle: Putting the Pieces TogetherCatherine Parlee, leslee Birch, Jason Dyer, PhD, Kwantlen Polytechnic UniversityClinical Trials: The Things you Need to KnowRenee J . Vaughan, Duke UniversityThe First Step of Research Administration in JapanMasako toriya, Miyuki Inagaki, tokiyasu teramoto, Frontier Science organization, Kanazawa UniversityExpectation-Based Efficiency and Quality Improvements: Case Studies from Three InstitutionsDhanonjoy C . Saha, PhD, Abrar Ahmed, BS, Carolinas HealthCare System, Shailaja Hanu-mandla, MBBS, University of north CarolinaComparisons of the 2007 and 2010 Research Ad-ministration Stress Perception SurveysJennifer Shambrook, PhD, St . Jude Children’s Research HospitalIf you have nothing Good to Say, Say it! An Institutional Review of Publication BiasRachel Syme, PhD, Alberta Health Services, Bernie eigl, MD, FRCPC, Marlise Pelkey, tom Baker Cancer Centre

Symposium Paper and Poster Presentations

SRA INTERNATIONAL SYMPOSIUM Research administration is a growing profession, increasingly important to the success of an institution’s research . the more we share, the more we add to our body of knowledge and advance our profession as a whole . the SRA International Symposium supports this endeavor by featuring contributed papers and posters related to the art and science of research administration . Come hear your colleagues share their experiences and best practices!

Access all of the 2011 Papers and Posters online at http://www.sra2011.org/sympo-pre

2011 Symposium Posters Posters will be on display throughout the conference in the back of le Grand Salon . Authors will be present at their poster during the Wednesday Morning break from 10:15 to 10:45 a .m . to compete for the 2011 Best Poster of the Year Award .

2011 Symposium LunchTuesday, October 25 Noon–1:30 p.m. le GRAnD SAlon

Join us for lunch to see the 2010 SRA Symposium Best Paper and Poster Awards, the Rod Rose Award and to hear the following authors of the 2011 Symposium Papers .

the 2011 Symposium Paper Presentations are: Supporting Proposal Development: Case Study of an Academic Grant Writing Workshop Christina leigh Deitz, DPS, MlS, Jeffrey M . Stanton, PhD, Syracuse University

The Impact of a Lean Thinking Interven-tion on a University’s Proposal Submis-sion Process: An Exploratory StudyMichael V . Schlotman, BS, l . eric James II, JD, MS, Jennifer Karlin, PhD, South Dakota School of Mines and technology

Strengthening Institutional Research Administration: A Ugandan Case nelson Kakande, MA, Regina namirem-be, BA, Joint Clinical Research Centre, Dan K . Kaye, MBchB, MD, PhD, Makerere University College of Health Sciences, Peter n . Mugyenyi, FRCP ScD, Joint Clinical Research Centre

Starting Early: Teaching Graduate Students Transferable Skills Beyond the Discipline Gina Weisblat, PhD, Christine Sell, MA, CRA, Cleveland State University

the following authors will not be in attendance to present:The Evolution of the Council of Academic Hospitals of Ontario Statement of Principles — A Successful Harmonization Initiative Katie Porter, MA, Bed, Sarah lampson, BA, Hamilton Health Sciences Corporation

2011 Symposium PapersSeamless Contract Process Management through Comprehensive Data Capture at Hamilton Health Sciences Corporation Sarah lampson, BA, Katie Porter, MA, Bed, Hamilton Health Sciences Corporation Business Process Innovation for Research Administration: Engaging Students Brigitte Valesey, PhD, Yvonne Antonucci, PhD, elizabeth DeFrancisco, Arthur Harris, Widener University

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PresidentJim Hanlon, CHRPtRIUMF Board of Management

Immediate Past PresidentPamela Miller, PhDDirector, Sponsored Projects office, University of California at Berkeley

TreasurerCliff Schofield, CRA

SecretaryBruce Steinert, PhD, CCRAAdministrative Director, Clinical trials Center, northShore University HealthSystem

At-Large Board Member and 2011 Annual Meeting Co-ChairAmy J . SikalisDirector, office of Research, Intermountain Healthcare

At-Large Board MemberPeggy F . Harrel, PhDDirector, Graduate Studies and Sponsored Research, University of Southern Indiana

At-Large Board MemberJoann WaiteDirector of Sponsored Research and Programs, Gonzaga University, Academic Vice President’s office

At-Large Board MemberJackie Solberg, CRADirector, Pre-Award & Regulatory Compliance Research Administration, Massachusetts eye and ear Infirmary

At-Large Board MemberSandra M . nordahl, CRACo-Director, Sponsored Research Contracting and Compliance, San Diego State University Research Foundation

At-Large Board MemberKate McCormickSenior Grants Administrator, Harvard Medical School

Ex-officioelliott Kulakowski, PhD, MBASRA executive Director

SRA Board of directors and Staff

SRA BOARd OF dIRECTORS

SRA INTERNATIONAL STAFF

2011 ANNUAL MEETING PLANNING COMMITTEESRA thanks the following members for their time and involvement in planning this year’s Annual Meeting .

TRACK LEAdERS

THREAd LEAdERS

PLANNING COMMITTEE MEMBERS

elliott Kulakowski, PhD, MBAexecutive Directorexedir@srainternational .org

ellen lupinski, CMPDirector of Meetings and educationelupinski@srainternational .org

Rebecca VandallDirector of new Program Development and Strategic Partnershipsrvandall@srainternational .org

Brian WalrathDirector of Member Services and Benefits membership@srainternational .org

nora Pottereducation Coordinatornpotter@srainternational .org

Kathryn laBarreMembership and Registration Coordinatorklabarre@srainternational .org

Jenny GauvinMeeting Plannerjgauvin@srainternational .org

Yvette Rector Accountantyrector@srainternational .org

Annual Meeting Co-ChairsAmy Sikalis, Intermountain HealthcarePeter townsend, loughborough University Belinda Vandersluis, effector Consulting

Workshop ChairSandra M . nordahl, CRA, San Diego State University Research Foundation

Professional developmentDan Campbell, University of IdahoStephanie endy, lehman College

Management & OperationsJoe Cosico, Minneapolis Heart Institute FoundationJackie Solberg, Massachusetts eye and ear Infirmary

Financial ManagementKumar Mukesh, University Hospitals of ClevelandWinnie Wu, Ut MD Anderson Cancer Center

Research Ethicstonya edvalson, obstetrics and Gynecology Research networkleslie Macdonald Hicks, Carleton UniversityDebra Schaller-Demers, Memorial Sloan-Kettering Cancer Center

Research LawDavid King, University of louisvilleJ . Michael Slocum, Slocum & Boddie, PC

Sponsors & AgenciesRobert Hanlon, ottawa Hospital Research Institute

Sponsored Program AdministrationJudy Bristow, University of louisvilleAndrea Deaton, oklahoma University

departmental Administrationemily Hixson, Washington University

Clinical TrialsBruce Steinert, northShore University HealthSystem

InternationalPeter townsend, loughborough UniversityBelinda Vandersluis, effector Consulting

Nonprofit/FoundationAmy Sikalis, Intermountain Healthcare

Predominantly Undergraduate Institutions (PUI)tricia Callahan, Miami University of ohio

Academic/Trainingtonya edvalson, obstetrics and Gynecology Research network

Senior ContentJennifer Shambrook, St . Jude Children’s Research Hospital

New RA ContentJackie Solberg, Massachusetts eye and ear Infirmary

Symposium Paper and Presentation CoordinatorCindy Kiel, University of California, DavisMichael owen, University of ontario Institute of technologySponsorship and Exhibitor CoordinatorsCliff Schofield Darlene Gilson, Carleton Universityleslie Macdonald Hicks, Carleton University

First Time Attendees/Ambassadors/ Newcomer EventsSuzan lund, University of nebraskaloretta Polite, Henry M . Jackson Foundation Gail Hamilton, nIHProgram Book Copy EditorDebra Schaller-Demers, Memorial Sloan-Kettering Cancer CenterMarjorie Piechowski, University of Wisconsin-MilwaukeeDan Campbell, University of IdahoJackie Solberg, Massachusetts eye and ear Infirmary

tonya edvalson, obstetrics and Gynecology Research networkSuann Klechinski, University of Medicine and Dentistry of new Jersey

Andrea Rodney, Concordia UniversityBruno Bussieres, University of QuébecAngela Willis, University of Arkansas at little RockCarol Fedor, University Hospitals CaseMedical CenterCecilia Pangilinan, ontario Institute for Cancer ResearchDenyse Pettersson, Children’s Hospital and Research Center

Domenica Pappas, Illinois Institute of technologyDon Saha, Carolinas Medical Centeredward Gabriele, Bureau of Medicine and Surgery Judy Fox, national Institute on Alcohol Abuse & Alcoholism at nIHKaren Bailey, Dillard UniversityKari Alca, Washington University School of Medicine Kim lalley, University of louisville lakeisha Wilson, University of Maryland, Baltimorelara Cartmale, University of toronto

latrisha Anderson, Clark Atlanta UniversityMarlies otter, McGill UniversityPenny Chipman, McGill UniversityRenu Minhas, ontario Institute for Cancer ResearchSally Gray, Wilfrid laurier UniversitySandra Garcia, texas A&M University, KingsvilleSheree Courney, University of texastrina Foster, Science MetrixViviana Fernandez, telfer School of Management, University of ottawa


Conference evaluations will be sent electronically after the meeting. Below are Evaluation Note Pages to help you jot down your impression of the sessions you attend. Please refer to the notes you record here when you fill out your evaluation.

Thank you! We appreciate the feedback and look forward to reading your electronic evaluation comments!


KeYnote ADDReSS: FeRIDUn HAMDUllAHPUR, PHD

9:00–10:15 a .m .

Session M____ Presenter(s) ________________________________________________________________________________

10:45 a .m .–noon


1:30–2:45 p .m .


3:15–4:30 p .m .



9:00–10:15 a .m .

Session t____ Presenter(s) ________________________________________________________________________________

10:45 a .m .–noon

Session t____ Presenter(s) ________________________________________________________________________________

Evaluation Notes

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1:30–2:45 p .m .

Session t____ Presenter(s) _________________________________________________________________________________________

3:15–4:30 p .m .

Session t____ Presenter(s) _________________________________________________________________________________________


9:00–10:15 a .m .

Session W____ Presenter(s) _________________________________________________________________________________________

10:45 a .m .–noon

Session W____ Presenter(s) _________________________________________________________________________________________

Additional general thoughts about the meeting

Survey is available at www.surveymonkey.com/s/2011-MontReAl-oVeRAll

Evaluation Notes


n o t e S

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FAIRMONT, THE QUEEN ELIZABETH FLOOR PLAN

900 René lévesque Boulevard WMontréal, Québec H3B 4A5

Canadatel: +1 (514) 861-3511


Master of Research AdministrationG R A D U AT E P R O G R A Mwww.ce.ucf.edu/research

The Master of Research Administration (M.R.A.)

program at UCF provides individuals with the

knowledge and skills necessary for professional

advancement in the fi eld of research administration.

From Concept to Complianceto Commercialization.

Department of Public AdministrationCollege of Health and Public Aff airsUniversity of Central Florida

Program Highlights:

• Fully Online Delivery

• Cohort Model

• Completion in Two Years

• No GRE Required

2011 SRA International Annual Meeting Program

Documents

sra board

at i o

schedule at

session descriptions

sra award winners

saturday schedule

sunday schedule

monday schedule