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Partnerships with Sites

Date: Sep 15, 2025

Location: Philadelphia, PA

2025 Agenda: Monday, September 15, 2025
Showing Events in 1 Track from 07:45am to 08:45am
Morning Remarks
7:45AM - 8:30AM
Registration
8:30AM - 8:45AM
Co-Chairs’ Opening Remarks: If the Unmet Need is Enrollment, How Do We Build from That?
Co-Chairs:
Matthew Maxwell, DBA, Site Network Executive / Founder, American Institute for Medical Research
Showing Events in 1 Track from 08:45am to 10:15am
Morning Sessions
8:45AM - 9:25AM
Sites on Imperative Changes in Clinical Collaborations for Patient Enrollment
Moderator:
Paris Johnson, Site Engagement Lead, Diversity; Site Management & Monitoring, R&D Late Delivery Oncology, AstraZeneca
Panelists:
Jyoti Angal, PhD, Director, Clinical Research, Avera Mckennan Hospital & University Health Center
Cheryl Bernstein, RN, BSN, CCRC, Director, Bernstein Clinical Research Center
Mahasweta Dutt, MS, MRA, CCRC, Associate Director- Clinical Research Operations, Office of Clinical Research, Penn Medicine
Matthew Maxwell, DBA, Site Network Executive / Founder, American Institute for Medical Research
Joanne Monaghan, RN, CCRC, Clinical Operations Manager, Boston Clinical Trials
9:25AM - 10:15AM
Multi-Stakeholder Panel: What Does a True Partnership Look Like?
Moderator:
Wouter Daniëls, MSc, Patient & Site Engagement Lead, Boehringer Ingelheim
Panelists:
Jyoti Angal, PhD, Director, Clinical Research, Avera Mckennan Hospital & University Health Center
Kendall Davis, MPH, Head of Clinical Recruitment & Engagement, Sano Genetics
Leslie Michelle Dowling, Site Manager/Regulatory & Compliance Specialist, Sun Valley Research Center, Inc
Kelly Franchetti, RN, CEO, The Patient View
Shafaat Ali Khan, Clinical Research Lead (CRL)​ Director – Investigator Engagement, Eli Lilly & Co
Emilio Neto, MBA, Global Head of Country Site & Operations, Biogen
Showing Events in 1 Track from 10:15am to 10:45am
Morning Networking Break
10:15AM - 10:45AM
Morning Networking Break
Showing Events in 1 Track from 10:45am to 12:25pm
Morning Sessions Continued
10:45AM - 11:05AM
What a Strategic Partnership Looks Like in Practice: Inside the Takeda–Basil Collaboration That Delivered Tenfold Enrollment
Speakers:
Brandon Doyle, MBA, Associate Director, Study Site Engagement, Takeda
Mark Rapp, MD, Principal Investigator, Basil Clinical Research
11:05AM - 11:35AM
Building Trust in Sponsor-Site Relationships: Moving Beyond Transactional Interactions
Moderator:
Lara Luciano, Site Engagement Lead, GSK
Panelists:
Faith Holmes, MD, Chief Medical Officer, Elligo Health Research
Carrie Lewis, Executive Director, Clinical Program Optimization, Endo
Joanne Monaghan, RN, CCRC, Clinical Operations Manager, Boston Clinical Trials
Rucha Shah, Lived-experience Expert, and Assistant Clinical Research Project Manager, ECOG-ACRIN Cancer Research Group
11:35AM - 11:50AM
From Site to Success: A Candid Conversation on Technology-driven Patient Recruitment
Speakers:
Nikki Mosley, Recruiting and Contract Administrator, The Indiana Clinical Trials Center and Optima Research
Mindy Schreiber, Director of Customer Success, Trialbee
11:50AM - 12:25PM
Site Support Soapbox
Led by:
Jenn Curry, Head, Patient Engagement Capabilities, Biogen
Speakers:
Scott Dixon, Chief Commercial Officer, mdgroup
Kelly Franchetti, RN, CEO, The Patient View
Cameron Glen, VP, Global Business Development, FutureMeds
Kerry Leyden, Commercial Director of Site & Patient Services, MRN
Participating Companies:
Showing Events in 1 Track from 12:25pm to 01:15pm
Lunch and Networking
12:25PM - 1:15PM
Lunch and Networking
Showing Events in 1 Track from 01:15pm to 03:15pm
Afternoon Sessions
1:15PM - 1:55PM
What Sites and Patients Value in Technologies for More Efficient Clinical Trials
Moderator:
Jimmy Bechtel, MBA, Chief Sites Success Officer, Society for Clinical Research Sites (SCRS)
Panelists:
Mahasweta Dutt, MS, MRA, CCRC, Associate Director- Clinical Research Operations, Office of Clinical Research, Penn Medicine
Chris Gantz, Senior Manager Patient Recruitment and Retention, Takeda
Patrick Gee Sr, PhD, JLC, Patient Advocate, Founder & Chief Executive Hope Dealer, iAdvocate, Inc
Sharon Rivera-Sanchez, Patient Advocate, Founder and Chief Executive Director, Trials of Color & Saving Pennies 4 A Cure
1:55PM - 2:30PM
Optimizing the CRO/Site Partnership: Bridging Operational Gaps for Trial Success
Moderated by:
Carrie Lewis, Executive Director, Clinical Program Optimization, Endo
Panelists:
Amanda Baer, MBA, Sr Director, Clinical Research Operations, Penn Department of Medicine Clinical Trials Unit (DOM CTU), University of Pennsylvania
Kathleen Cohen, SVP, Clinical Development Operations, Avalo Therapeutics
Carlos Orantes, CEO, Alcanza Clinical
Rebecca Sayers, PhD, Global Head of Site Solutions, IQVIA
2:30PM - 2:45PM
Insights from Tufts CSDD into Evolving Trial Partnerships Models
Speaker:
Joan Chambers, Senior Consultant, Tufts Center for the Study of Drug Development
2:45PM - 3:15PM
Emerging Consolidation Trends Changing the Clinical Site Ecosystem
Moderator:
Samir Shah, Principal, Shah Pharma Consulting Services LLC
Panelists:
Gerri Gallagher, Head, Global Site Engagement, GSK
Adam Kinsey, Associate VP, Clinical Operations, Regional Head North America, Merck
Jim Kremidas, Executive Director, The Association for Multisite Research Corporations (AMRC)
Showing Events in 1 Track from 03:15pm to 03:40pm
Afternoon Networking Break
3:15PM - 3:40PM
Afternoon Networking Break
Showing Events in 1 Track from 03:40pm to 05:10pm
Case Study Collaborations on Supporting Sites for Patient Enrollment
3:40PM - 5:10PM
Case Study Collaborations on Supporting Sites for Patient Enrollment
Participating Companies to date:
Showing Events in 1 Track from 03:40pm to 05:45pm
Afternoon Case Studies
3:40PM - 4:00PM
Eli Lilly on Site Enablement: Co-Designing Solutions with Sites
Fireside Guest:
Shafaat Ali Khan, Clinical Research Lead (CRL)​ Director – Investigator Engagement, Eli Lilly & Co
Moderator:
Jyoti Angal, PhD, Director, Clinical Research, Avera Mckennan Hospital & University Health Center
4:00PM - 4:20PM
Inside Boehringer Ingelheim’s Site Engagement Academy: Training Sponsor Teams to Strengthen Site Collaboration
Speakers:
Wouter Daniëls, MSc, Patient & Site Engagement Lead, Boehringer Ingelheim
Jim Kremidas, Executive Director, The Association for Multisite Research Corporations (AMRC)
4:20PM - 4:35PM
From the Traditional Model to the Site of the Future: Strategies for a Sustainable Clinical Research Ecosystem
Speaker:
Elizabeth DeFendis, Government Business Development Specialist, BRCR Global
4:35PM - 4:55PM
Driving Operational Success Through Early and Continuous Site Engagement and Cross Functional Collaboration
Speaker:
Mary Kinder, MSN, RN, Sr Manager, Site Partnerships Americas, Clinical Development Operations, CSL Behring
4:55PM - 5:05PM
Fireside Chat: When and How to Use Key Performance Leaders (KPLs) for Effective Study Design
Speaker:
Norman Goldfarb, MBA, Executive Director, The Site Council
Led By:
Valerie Bowling, Executive Director, Partnerships with Sites
5:05PM - 5:25PM
Building Trust-Driven Partnerships: AstraZeneca’s Concierge Approach to Accelerating Site Activation and Enrollment
Speakers:
Shannon Edwards, Site Engagement Lead, AstraZeneca
Tina Nghiem, Site Engagement Lead, AstraZeneca
5:25PM - 5:45PM
Bridging Access Gaps: Sponsor-Led Enablement of Research-Naïve Sites to Expand Patient Reach
Speakers:
Carrie Lewis, Executive Director, Clinical Program Optimization, Endo
Suzy Montayne, Site Relationship Manager, Endo
Terry Oehler, DPM, Founder & CEO, Colorado Clinical Research
Showing Events in 1 Track from 05:45pm to 06:30pm
Networking Reception
5:45PM - 6:30PM
Networking Reception
Showing Events in 1 Track from 07:45am to 08:45am
Morning Remarks
7:45AM - 8:30AM
Registration
8:30AM - 8:45AM
Co-Chairs’ Opening Remarks: If the Unmet Need is Enrollment, How Do We Build from That?
Co-Chairs:
Matthew Maxwell, DBA, Site Network Executive / Founder, American Institute for Medical Research
Showing Events in 1 Track from 08:45am to 10:15am
Morning Sessions
8:45AM - 9:25AM
Sites on Imperative Changes in Clinical Collaborations for Patient Enrollment
Moderator:
Paris Johnson, Site Engagement Lead, Diversity; Site Management & Monitoring, R&D Late Delivery Oncology, AstraZeneca
Panelists:
Jyoti Angal, PhD, Director, Clinical Research, Avera Mckennan Hospital & University Health Center
Cheryl Bernstein, RN, BSN, CCRC, Director, Bernstein Clinical Research Center
Mahasweta Dutt, MS, MRA, CCRC, Associate Director- Clinical Research Operations, Office of Clinical Research, Penn Medicine
Matthew Maxwell, DBA, Site Network Executive / Founder, American Institute for Medical Research
Joanne Monaghan, RN, CCRC, Clinical Operations Manager, Boston Clinical Trials
9:25AM - 10:15AM
Multi-Stakeholder Panel: What Does a True Partnership Look Like?
Moderator:
Wouter Daniëls, MSc, Patient & Site Engagement Lead, Boehringer Ingelheim
Panelists:
Jyoti Angal, PhD, Director, Clinical Research, Avera Mckennan Hospital & University Health Center
Kendall Davis, MPH, Head of Clinical Recruitment & Engagement, Sano Genetics
Leslie Michelle Dowling, Site Manager/Regulatory & Compliance Specialist, Sun Valley Research Center, Inc
Kelly Franchetti, RN, CEO, The Patient View
Shafaat Ali Khan, Clinical Research Lead (CRL)​ Director – Investigator Engagement, Eli Lilly & Co
Emilio Neto, MBA, Global Head of Country Site & Operations, Biogen
Showing Events in 1 Track from 10:15am to 10:45am
Morning Networking Break
10:15AM - 10:45AM
Morning Networking Break
Showing Events in 1 Track from 10:45am to 12:25pm
Morning Sessions Continued
10:45AM - 11:05AM
What a Strategic Partnership Looks Like in Practice: Inside the Takeda–Basil Collaboration That Delivered Tenfold Enrollment
Speakers:
Brandon Doyle, MBA, Associate Director, Study Site Engagement, Takeda
Mark Rapp, MD, Principal Investigator, Basil Clinical Research
11:05AM - 11:35AM
Building Trust in Sponsor-Site Relationships: Moving Beyond Transactional Interactions
Moderator:
Lara Luciano, Site Engagement Lead, GSK
Panelists:
Faith Holmes, MD, Chief Medical Officer, Elligo Health Research
Carrie Lewis, Executive Director, Clinical Program Optimization, Endo
Joanne Monaghan, RN, CCRC, Clinical Operations Manager, Boston Clinical Trials
Rucha Shah, Lived-experience Expert, and Assistant Clinical Research Project Manager, ECOG-ACRIN Cancer Research Group
11:35AM - 11:50AM
From Site to Success: A Candid Conversation on Technology-driven Patient Recruitment
Speakers:
Nikki Mosley, Recruiting and Contract Administrator, The Indiana Clinical Trials Center and Optima Research
Mindy Schreiber, Director of Customer Success, Trialbee
11:50AM - 12:25PM
Site Support Soapbox
Led by:
Jenn Curry, Head, Patient Engagement Capabilities, Biogen
Speakers:
Scott Dixon, Chief Commercial Officer, mdgroup
Kelly Franchetti, RN, CEO, The Patient View
Cameron Glen, VP, Global Business Development, FutureMeds
Kerry Leyden, Commercial Director of Site & Patient Services, MRN
Participating Companies:
Showing Events in 1 Track from 12:25pm to 01:15pm
Lunch and Networking
12:25PM - 1:15PM
Lunch and Networking
Showing Events in 1 Track from 01:15pm to 03:15pm
Afternoon Sessions
1:15PM - 1:55PM
What Sites and Patients Value in Technologies for More Efficient Clinical Trials
Moderator:
Jimmy Bechtel, MBA, Chief Sites Success Officer, Society for Clinical Research Sites (SCRS)
Panelists:
Mahasweta Dutt, MS, MRA, CCRC, Associate Director- Clinical Research Operations, Office of Clinical Research, Penn Medicine
Chris Gantz, Senior Manager Patient Recruitment and Retention, Takeda
Patrick Gee Sr, PhD, JLC, Patient Advocate, Founder & Chief Executive Hope Dealer, iAdvocate, Inc
Sharon Rivera-Sanchez, Patient Advocate, Founder and Chief Executive Director, Trials of Color & Saving Pennies 4 A Cure
1:55PM - 2:30PM
Optimizing the CRO/Site Partnership: Bridging Operational Gaps for Trial Success
Moderated by:
Carrie Lewis, Executive Director, Clinical Program Optimization, Endo
Panelists:
Amanda Baer, MBA, Sr Director, Clinical Research Operations, Penn Department of Medicine Clinical Trials Unit (DOM CTU), University of Pennsylvania
Kathleen Cohen, SVP, Clinical Development Operations, Avalo Therapeutics
Carlos Orantes, CEO, Alcanza Clinical
Rebecca Sayers, PhD, Global Head of Site Solutions, IQVIA
2:30PM - 2:45PM
Insights from Tufts CSDD into Evolving Trial Partnerships Models
Speaker:
Joan Chambers, Senior Consultant, Tufts Center for the Study of Drug Development
2:45PM - 3:15PM
Emerging Consolidation Trends Changing the Clinical Site Ecosystem
Moderator:
Samir Shah, Principal, Shah Pharma Consulting Services LLC
Panelists:
Gerri Gallagher, Head, Global Site Engagement, GSK
Adam Kinsey, Associate VP, Clinical Operations, Regional Head North America, Merck
Jim Kremidas, Executive Director, The Association for Multisite Research Corporations (AMRC)
Showing Events in 1 Track from 03:15pm to 03:40pm
Afternoon Networking Break
3:15PM - 3:40PM
Afternoon Networking Break
Showing Events in 1 Track from 03:40pm to 05:10pm
Case Study Collaborations on Supporting Sites for Patient Enrollment
3:40PM - 5:10PM
Case Study Collaborations on Supporting Sites for Patient Enrollment
Participating Companies to date:
Showing Events in 1 Track from 03:40pm to 05:45pm
Afternoon Case Studies
3:40PM - 4:00PM
Eli Lilly on Site Enablement: Co-Designing Solutions with Sites
Fireside Guest:
Shafaat Ali Khan, Clinical Research Lead (CRL)​ Director – Investigator Engagement, Eli Lilly & Co
Moderator:
Jyoti Angal, PhD, Director, Clinical Research, Avera Mckennan Hospital & University Health Center
4:00PM - 4:20PM
Inside Boehringer Ingelheim’s Site Engagement Academy: Training Sponsor Teams to Strengthen Site Collaboration
Speakers:
Wouter Daniëls, MSc, Patient & Site Engagement Lead, Boehringer Ingelheim
Jim Kremidas, Executive Director, The Association for Multisite Research Corporations (AMRC)
4:20PM - 4:35PM
From the Traditional Model to the Site of the Future: Strategies for a Sustainable Clinical Research Ecosystem
Speaker:
Elizabeth DeFendis, Government Business Development Specialist, BRCR Global
4:35PM - 4:55PM
Driving Operational Success Through Early and Continuous Site Engagement and Cross Functional Collaboration
Speaker:
Mary Kinder, MSN, RN, Sr Manager, Site Partnerships Americas, Clinical Development Operations, CSL Behring
4:55PM - 5:05PM
Fireside Chat: When and How to Use Key Performance Leaders (KPLs) for Effective Study Design
Speaker:
Norman Goldfarb, MBA, Executive Director, The Site Council
Led By:
Valerie Bowling, Executive Director, Partnerships with Sites
5:05PM - 5:25PM
Building Trust-Driven Partnerships: AstraZeneca’s Concierge Approach to Accelerating Site Activation and Enrollment
Speakers:
Shannon Edwards, Site Engagement Lead, AstraZeneca
Tina Nghiem, Site Engagement Lead, AstraZeneca
5:25PM - 5:45PM
Bridging Access Gaps: Sponsor-Led Enablement of Research-Naïve Sites to Expand Patient Reach
Speakers:
Carrie Lewis, Executive Director, Clinical Program Optimization, Endo
Suzy Montayne, Site Relationship Manager, Endo
Terry Oehler, DPM, Founder & CEO, Colorado Clinical Research
Showing Events in 1 Track from 05:45pm to 06:30pm
Networking Reception
5:45PM - 6:30PM
Networking Reception

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