MISSION POSSIBLE: You Can Get There From Here Greetings NCURA Region I Spring Meeting Attendees, This year’s annual Region I Spring meeting is themed Mission Possible: You can get there from here. There is a common saying in Maine: “You can’t get there from here.” As research administrators we make research possible, we actually can get there when we work together, use ingenuity, and think differently about long standing issues. We are constantly faced with new missions; some missions are overt, while others are covert. Some missions like the Uniform Guidance (a.k.a. super-circular) implementation might feel like we need a cape and super-powers to achieve our mission. We never know what might lie ahead, but working together we make research possible. This year’s NCURA Spring Meeting is sure to be one of the best. Whether you want to take part in second-to-none professional development offerings; network with new or familiar colleagues; or explore Portland, ME, we have something for everyone. You’ll be impressed with more than 45 sessions in six tracks, pre-conference workshops, networking and learning opportunities. The keynote speaker, Dr. Geraldine Hamilton of Emulate, will focus her talk around the meeting theme. We will hear how she and her team carried out their ground-breaking foundational research, engineering, and technology translation at the Wyss Institute for Biologically Inspired Engineering at Harvard University, which has made automated human Organs-on-Chips a reality. The mission was made possible in part through the support of the research administration team and, there will be plenty of fun and networking opportunities to go along with the breadth of sessions designed for all levels of research administrators! A sampling includes: a Welcome Reception, Monday night dinner groups, Tuesday evening dinner with improv comedy, followed by dancing; hospitality suite open Sunday and Monday evenings, breakfast roundtables, and even a silent auction fundraiser to benefit the NCURA Educational Scholarship Fund. We are proud that this will be the first Region I NCURA meeting to utilize an online mobile app for up-tothe-minute program information. No more program books which are often outdated when they go to print! You’ll know what, where, and when meeting sessions, discussion groups and networking opportunities are happening with the new Guidebook App which will be made available to all participants. We know you’ll have an enjoyable meeting and want to exceed your expectations. By the time you leave, we hope that you will have gained new skills and contacts and deepened your network and involvement with NCURA. Come with an open mind. Leave with refreshed perspectives and contacts. Are you up for the mission? We know you can get there from here. Kris Monahan (Program co-Chair) Donna Smith (Program co-Chair) and the NCURA Region I 2015 Program Committee 2 MISSION POSSIBLE: You Can Get There From Here 3 MISSION POSSIBLE: You Can Get There From Here REGION I BRONZE LEVEL SPONSORS 4 Meeting Highlights Sunday • • • • • Arrival: One look at the city of Portland’s Website and you’ll see “Yes. Life’s good here.” From the arts district off Congress Street to the neighborhoods brimming with culture, shops, and world-class restaurants, there is something for everyone. Half-day and full-day pre-conference workshops are occurring. These workshops are not included in the “full registration” cost. We strongly encourage registration in advance since these hot-topic workshops fill up quickly! 5:15 PM: If this is your first NCURA spring meeting, make sure to attend the Sunday Night Newcomers Orientation where you will learn all you need to know about NCURA and meet current NCURA leaders. 6:00 PM: Your first mission: begin your conference experience with a casual evening of networking and fun. Relax and chat while enjoying delectable hors d’oeurves and musical entertainment by the Matt Fogg Duo. All attendees are welcome! 9:00 PM: Join your colleagues in the Presidential Suite for informal networking and conversation in our regional hospitality suite. ________________________________________________________________________________ Monday Evening: • • • 5:30 PM: Those who have registered and paid in advance will meet for a brewery tour and dinner to Liquid Riot Bottling Company. 6:00 PM: If you are interested in meeting some new colleagues, consider joining a dinner group. Sign up by noon at the registration table and meet in the lobby at 6pm. Not sure what dinner groups are all about? Ask for more information at the registration desk. Don’t be shy. Network! 9:00 PM: Join your colleagues in the Presidential Suite for relaxed, informal networking and conversation in our regional hospitality suite. ________________________________________________________________________________ Tuesday: • • 5 8:00 AM: Join us in interesting conversations at the breakfast table! Topics in Research Administration will include Effort Reporting, Uniform Guidance, Communicating with Your PI, and Roadblocks to Reporting – Making Systems Work for You. Senior Leadership Forum - Current and emerging topics in Research Administration Chaired by Patrick Fitzgerald, Associate Dean for Research Administration, Faculty of Arts and Sciences, Harvard University, this two hour session is for senior level research administrators (director level and above) who will candidly discuss how their institutions successfully navigate through the most challenging areas of Research Administration and share ideas and best practices for implementing the emerging policy changes that have recently occurred or are on the horizon. This session is open to those who pre-registered for the session. Please email Daniel Salvati ([email protected]) to register and include topics for discussion. Meeting Highlights • • 5:30 PM: Starting or Restarting your engagement with NCURA reception: The heart and soul of NCURA Region I is its volunteers. We welcome all meeting attendees to a reception to learn more about NCURA and volunteerism. 6:30 PM: Mission Possible Dinner, Improv Show, and Dancing. All full registrants and guests (see registration desk to purchase guest ticket) are invited. We’ll be celebrating Cinco de Mayo as only spies and research administrators can! Join us for a casual night of dinner and comedy improv by the Portland-based Mainely Improv. We’ll cap the night off with the musical stylings of DJ Jeff Rockwell from 9pm – 11:00pm. Don’t forget to try the latest spy gadgets in our photo booth and raise some money for the NCURA Education Scholarship Fund by bidding on our wonderful donated prizes in the silent auction. ________________________________________________________________________________ Session Types: Discussion groups: A smaller, less formal group session facilitated by discussion group leader(s). Leaders encourage conversation and the sharing of ideas and practices by attendees. Presentation/Concurrent Session: A traditional style, larger session with topic information presented. Many presentations also have a question/answer discussion portion built in. Tracks: Discussion groups and presentations are listed with a primary track designation. This is not to say that any given session doesn’t have applicability or overlap with other meetings. The tracks for this meeting are: 1) Pre-Award 2) Post-award 3) Compliance 4) Hospital 5) Predominantly Undergraduate Institution (PUI) 6) Leadership & Assessment. Attend a variety of sessions across tracks or follow a track completely through the program. It is your meeting. You decide! ________________________________________________________________________________ CERTIFICATES OF COMPLETION Do you want to specialize in a particular track during the conference and receive a Certification of Completion? Simply pick a track and attend those sessions within the selected track. At the end of each session, provide the tracking sheet to the speaker to certify your attendance. Once you have attended at least two-thirds of the sessions in that particular track, submit the tracking sheet to the registration desk. A Certificate of Completion will be emailed to you at the end of the conference. HELP SUPPORT NCURA EDUCATION SCHOLARSHIP FUND!!! Look for us throughout the conference to find your way to help support the NCURA Education Scholarship Fund. This fund provides support to members for professional development programs. Opportunities to donate include: • Welcome Reception – Guess the number of pieces of candy for a chance to win a $25 gift certificate. $1 per guess! • Hospitality Suite – Try your luck at the hospitality suite surprise board! $1 entry to pick a cup and punch through tissue paper to claim your prize. MISSION POSSIBLE SCAVENGER HUNT This mission is certainly possible: complete the 2015 NCURA scavenger hunt! Solve the clues to find the missing words of our NCURA Region I MadLib. All completed MadLib’s will be entered into a drawing for a $100 Visa gift card. 6 Meeting Highlights WHAT ELSE DO I NEED TO KNOW TO MAKE THE MOST OF MY MEETING EXPERIENCE? If this is your first meeting, please attend the informal networking events and receptions listed in the program. All NCURA events are open to all meeting attendees. • Try something new. • Ask questions! Learn • Help, if you see help is needed • Have Fun • Fill out feedback and evaluation forms when asked to help make next year’s meeting even better • Know that the NCURA I regional meeting is entirely organized and implemented by NCURA members who volunteer to make the meeting happen. Organizers have worked hard to provide professional, interactive, and informative sessions and a variety of informal networking opportunities. If you need help or have any questions at any time, approach the registration table or any member of the NCURA Program Committee. 7 Meeting Highlights Keynote Speaker for 2015 Spring Meeting Geraldine Hamilton is part of a team that has developed automated human ‘Organs-on-Chips’: miniaturized devices created with microchip manufacturing that contain tiny hollow channels lined by living human cells and tissues. Organs-on-Chips mimic human physiology and diseases to provide more rapid and accurate evaluation of human responses to drugs and cosmetics, and to create new clinical guidance tools for personalized therapies. Geraldine will focus her talk around the theme ‘Mission Possible: You Can Get There from Here’. We will hear how she and her team carried out their ground-breaking foundational research, engineering, and technology translation at the Wyss Institute for Biologically Inspired Engineering at Harvard University, which has made automated human Organs-on-Chips a reality. This research opens up entirely new possibilities to develop products with enhanced properties, improved efficacy and safety, and personalization to patients and consumers. It takes a team of research scientists, staff, and administrators to make these incredible possibilities happen. Geraldine Hamilton Geraldine A. Hamilton serves as the President and Chief Scientific Officer of Emulate. She has worked as Lead Staff Scientist with the Wyss Institute for Biologically Inspired Engineering at Harvard University, focusing on technology innovation, development and translation of Emulate’s automated Organs-on-Chips platform. Prior to her tenure at the Wyss Institute, Hamilton spent more than 11 years in the pharmaceutical industry, where her research achievements helped advance the development and application of human relevant in vitro models for drug discovery applications. She was a founding scientist and VP of Scientific Operations for CellzDirect, a start-up biotech company that specialized in providing cell products to the pharmaceutical industry for safety testing. Hamilton was responsible for the successful translation of CellzDirect’s technology from academia to broad use and acceptance across the industry. Hamilton received her Ph.D. in cell biology/toxicology from the University of Hertfordshire (England) in conjunction with GlaxoSmithkline, followed by a post-doctoral research fellowship at the University of North Carolina. She has authored more than 40 publications and numerous patents. 8 SUNDAY, MAY 3, 2015 5/3/15 7:30 AM - 4:00 PM Registration Audience: All 5/3/15 9:00 AM - 12:00 PM Workshop Audience: All Registration for all Attendees & Speakers Excel for Research Administrators Pick up your conference badge, check out the events of the day, and sign up for the Monday Night Dinner Groups. Microsoft Excel for Research Administrators: This half-day hands-on workshop will cover a range of topics and tips for producing effective, useful spreadsheets and reports. The 4-hour session covers basic functions, formulas and commands to provide a foundation for developing practical budget templates and proposal and award reports. In addition, we’ll provide hands-on tutorials for intermediate/advanced topics (macros, pivot tables, forms) and demonstrate how Excel can be used in conjunction with other applications (e.g., Access and Adobe) to produce forms and standard reports. Location: Lobby ----------------------------------------------------------------------------- 5/3/15 8:00 AM - 9:00 AM Breakfast Audience: All Continental Breakfast -Workshop Attendees Location: Balcony - Grand Ballroom ----------------------------------------------------------------------------- 5/3/15 9:00 AM - 4:30 PM Workshop Audience: Beginner Dana Carroll, Director, Office of Research and Sponsored Programs, University of Connecticut Health Center. Location: Jewett ----------------------------------------------------------------------------- Essentials of Sponsored Research Administration Individuals involved in research administration are faced with a multitude of challenges: becoming knowledgeable about federal regulations and individual agency requirements, providing assistance to faculty, gathering information, administration of awards, and more. The purpose of this program is to provide participants with a broad overview of the various aspects involved in sponsored projects administration, including coordination and review of proposals and proposed budgets, negotiation and acceptance of awards, financial and administrative management, closeout and audit, as well as the relevant compliance issues. Who should attend: Newcomers involved in research administration at colleges, universities, or teaching hospitals, or individuals looking for a broader understanding of the field. Karen Woodward Massey, Senior Manager for Special Projects, Research Administration Services, Harvard Faculty of Arts and Sciences. Tristienne McCarthy, Senior Grant Administrator, Pre-Award, Partners HealthCare. Location: Hawthorne 5/3/15 Workshop 9:00 AM - 4:30 PM Audience: Advanced Current Challenges in Research Administration The workshop is designed for more experienced research administrators at an intermediate or advanced level. The purpose of the program is to provide participants with in-depth guidance on compliance, financial audit risk areas, and international collaboration. The workshop will also update participants on recent regulatory changes. Each of the topics will be explored through a combination of lecture, discussion and case study analysis and will be interactive. Specific topics include: Financial compliance-high risk areas, Uniform Guidance highlights, IRB/IACUC/IBC Compliance issues special to Academic Medical Centers, Conflict of Interest, International Collaboration/Export Controls, Public Access, Service Centers and Subrecipient Monitoring. Patrick Fitzgerald, Associate Dean for Research Administration, Research Administration Services, Harvard University. Denise Moody, Director of Research Compliance, Harvard University. Barbara Richard, Director, Sponsored Programs Administration, Baystate Medical Center. Location: Longfellow 9 SUNDAY, MAY 3, 2015 5/3/15 9:00 AM - 4:30 PM Workshop Audience: All Uniform Guidance: Putting it Into Action! This session will focus on the critical phases of Uniform Guidance implementation, these phases include assessment, gap analysis, implementation planning, impact assessment and communication. We will highlight the key changes that the Uniform Guidance forces us to address and strategies for managing the policy, process and system changes needed to be in compliance. Roseann Luongo, Associate Director, Training & Compliance, Office for Sponsored Programs, Harvard University. Eileen Nielsen, Director Research Administration Education, Harvard School of Public Health. Jeff Seo, Executive Director Research Compliance, Harvard Medical School. Location: Winslow (Homer) ----------------------------------------------------------------------------- 5/3/15 12:00 PM - 12:45 PM Lunch Audience: All Sunday Lunch Served to all Workshop Attendees 5/3/15 1:00 PM - 4:30 PM Workshop Audience: Advanced Career Evolutions: Transitioning from Managing Grants to Managing People New managers often struggle with the difference between having been an excellent research administrator and their new reality of managing new employees and former peers. The purpose of this workshop is to reconcile the differences between managing grants and managing people through leveraging known tools of grants management, while recognizing the unique challenges facing new managers. The discussion session will address common misconceptions new managers have about their roles as leaders, managers and mentors. Participants will discuss how their current skills that can be used in management and will be given the tools to define their own management principles. We will examine what it means to have a management brand and how that philosophy is presented and received across the institution. Minessa Konecky, Manager of Operations, None, Curadel. Eleanor Greene, Research Administrative Supervisor, Beth Israel Deaconess Medical Center. Location: Jewett Location: Balcony-Grand Ballroom ----------------------------------------------------------------------------- 5/3/15 5:15 PM - 6:00 PM Orientation Audience: Beginner Newcomers Orientation Session Whether you are attending your first meeting, are new to NCURA Region I, are new to NCURA membership, or just want to learn more about what NCURA has to offer, this session is for you. Regional leaders will highlight membership benefits, ways to get involved, and tips for navigating the meeting. Meet other newcomers and walk over to the Welcome Reception together! Discussion 10 Location: Hartley SUNDAY, MAY 3, 2015 5/3/15 6:00 PM - 8:00 PM Audience: All Reception Welcome Reception with Musical Talents of The Matt Fogg Duo Your first mission: Join your Co-Chairs of the Spring Meeting, Kris Monahan and Donna Smith, in welcoming all to the Region I Annual Spring Meeting. The reception is open to everyone. Begin your conference experience with a casual evening of networking and fun. Relax and chat while enjoying delectable hors d’oeurves and musical entertainment by the Matt Fogg Duo. All attendees are welcome! Location: Winslow (Homer) ----------------------------------------------------------------------------- 5/3/15 9:00 PM - 11:00 PM Audience: All Networking Activities Hospitality Suite Opening night of the Hospitality Suite! Stop by and say hello and start the meeting off with some networking and good cheer with your fellow colleagues. All are welcome and encouraged to attend. Location: Presidential Suite ----------------------------------------------------------------------------- 11 MONDAY, MAY 4, 2015 5/4/15 6:30 AM - 7:30 AM Audience: All Networking Activities Yoga Your mission, should you choose to accept it, is to get yourself up for a downward dog! Join us for a Traditional Yoga Class in the Fitness Studio of the Hotel. Need workout clothes or shoes? No worries! Just dial Service Express and they will be delivered to your room ($5 charge). Location: FITNESS STUDIO (BASEMENT) ----------------------------------------------------------------------------- 5/4/15 7:30 AM - 4:00 PM Audience: All Registration Registration for all Attendees & Speakers Location: Lobby ----------------------------------------------------------------------------- 5/4/15 Leadership & Assessment Audience: All It Takes a Village: Optimizing Communication between Central Offices and Schools/Departments Efficiency, quality, service and compliance rely on effective stakeholder communication throughout the research administration network. Successful communication is difficult to accomplish if parties do not have an appreciation for all roles and cultures. This discussion group will facilitate dialog among administrators from different backgrounds to uncover common communication pitfalls between central offices and schools/departments which negatively could affect processes and relationships. Participants and moderators will discuss ways to influence university culture positively, employ practical solutions, and foster optimal communication. Jennifer Towers, Director, Dental Research Affairs, Dental Research Administration, Tufts University. Todd Conley, Associate Director, Research Administration, Tufts University. Discussion 5/4/15 10:30 AM - 11:30 AM Location: Hartley 8:00 AM - 9:00 AM Audience: All Breakfast Continental Breakfast 5/4/15 Location: Grand Ballroom ----------------------------------------------------------------------------- 5/4/15 9:00 AM - 10:15 AM Welcome Address Audience: All Welcome & Keynote Speech: Dr. Geradine Hamilton- "You on a Chip" Location: Grand BallRoom ----------------------------------------------------------------------------- 10:15 AM - 10:30 AM 5/4/15 Audience: All Break ----------------------------------------------------------------------------- Coffee, Soda, Water and Snacks Served Location: Pre-Function/Vendor Space Compliance Audience: All Implementing the FCOI Regulations - An Institutional Program Survey We surveyed Research Compliance Officers at institutions across the U.S. to get more detail on how their Financial Conflict of Interest (FCOI) Units work. Specifically, we asked about FCOI management plan tools and guidance, methods for retrospective reviews, compliance audits, investigator training formats, and ways to ensure investigator compliance over the life of a project. Now we’re ready to present the results and facilitate the exchange of ideas. Best practices (or the consensus, at least) will be discussed. Jodi Edelstein, Compliance Manager, Research Compliance, Boston University and Boston Medical Center. Kim Lincoln, Sr. Project Specialist, Partners HealthCare System, Inc.. Jennifer Gagnon, Associate Vice President for Research Administration, University of Vermont. Concurrent 12 10:30 AM - 11:30 AM Location: Hawthorne MONDAY, MAY 4, 2015 5/4/15 Hospital 10:30 AM - 11:30 AM Audience: All Negotiating Challenging Terms in Agreements This discussion will cover some of the challenges we face negotiating particular terms in agreements with collaborators, sponsors, subawardees, and consultants. Publication, intellectual property, insurance, and liability can sometimes take weeks - if not months - to finalize between the parties. And for clinical research the payment terms and human subject protection language - particularly AAHRPP standards - can be even trickier. We will have samples of standard language with a few possible alternatives, and discuss what has and has not worked for us. Lisa Butler, Grants Contract Manager, Office of Grants and Sponsored Programs, Connecticut Children's Medical Center. Discussion Location: Jewett ----------------------------------------------------------------------------- 5/4/15 PUI 10:30 AM - 11:30 AM Audience: All Where do I fit In? How Sponsored Programs Works with Institutional Advancement In recent years there has been a change of how Sponsored Programs works with the Institutional Advancement Office. This panel discussion will talk about how Sponsored Programs can help the institution received additional grant funding within your university. We will also discuss leveraging relationships and how working with development professionals can help Sponsored Programs departments. Louann D'Angelo, Director of Grants and Sponsored Programs, Grants and Sponsored Programs, Westfield State University. Linda Marston, Director of Grants and Sponsored Programs, Springfield College. Concurrent 13 Location: Longfellow 5/4/15 Federal 10:30 AM - 11:30 AM Audience: All OMB Uniform Guidance Update Presented in person by Victoria Collin, Policy Analyst, Office of Management and Budget This session will include a brief history, a summary of the process used to develop the Uniform Guidance and a high level assessment of how the guidance may impact your institution. Concurrent Location: Winslow (Homer) ----------------------------------------------------------------------------- 5/4/15 11:30 AM - 11:45 AM Break Audience: All Coffee, Soda, Water and Snacks Served Location: Pre-Function/Vendor Space ----------------------------------------------------------------------------- 5/4/15 Compliance 11:45 AM - 12:45 PM Audience: Beginner Mission Possible: Export Control Protocols Your mission, should you choose to accept it, is to participate in this interactive discussion group on export controls. In this mission, you will receive a script which you will use to re-enact real-world scenarios that introduce common export control issues that you may encounter in the university setting, along with some tools for how to handle them. As always, should you be caught or killed, the facilitator of this session will disavow any knowledge of your actions. Good luck. This message will self-destruct in five seconds. Elizabeth Haney, Senior Research Officer, Wyss Institute for Biologically Inspired Engineering, Harvard University. Discussion Location: Hartley MONDAY, MAY 4, 2015 5/4/15 11:45 AM - 12:45 PM Post-Award Audience: All Formulas for Communication between Central Offices and Departments In the research administration arena we have different positions, but are all on the same team. This session brings together departments and central offices to discuss the financial complexities in research administration. Join us as we give an overview of the post award practices. We will focus on what is needed in each area and where cooperation between the offices tends to break down, while exploring new strategies and ideas to smooth out the process. Tolise Miles, Senior Grants and Contracts Specialist, Grants and Contracts, Children's National Health System. Denise Moody, Director of Research Compliance, Harvard University. Concurrent Location: Hawthorne ----------------------------------------------------------------------------- 5/4/15 11:45 AM - 12:45 PM Post-Award Audience: All Service Center Review: What Your Institution Should be Doing The Service Center session will cover an example of a structured service center administrative and compliance program. The session will begin with the importance of creating such a program and associated compliance related issues. The key components of a program will then be identified. General discussions will be based upon the topics of Service Center policies and procedures. Roles and responsibilities will be covered for all related parties. Finally, ownership of the program and decision making authority will be the last topics in an effort to cover all key components of a Service Center administrative and compliance program Robert Cohen, Senior Manager, finance, Attain LLC. Research Compliance, Boston University and Boston Medical Center. Charlie Tardivo, Sr. Consulting Associate, Attain LLC. Scott Kehir, Sr. Consultant, Attain LLC. Discussion 14 Location: Jewett 5/4/15 Hospital 11:45 AM - 12:45 PM Audience: All Financial Management of Federally Funded Clinical Trials from a Clinical Coordinating Center Perspective Financial management of clinical trials by the clinical coordination center is critical not only for remaining within budget during the course of a study but also for study start up, continuity and successful closeout. Continually assessing clinical trial finances, comparing budget to actuals, during the conduct of study to determine potential cost over runs or savings is necessary to ensure a study keeps to its timeline and within budget. Anna Dement, Senior Grant Administrator, Department of Medicine, Brigham and Women's Hospital. Concurrent Location: Longfellow ----------------------------------------------------------------------------- 5/4/15 Post-Award 11:45 AM - 12:45 PM Audience: All Best Practices for Billing and Collections Come to this session to learn and discuss about the best practices for billing and collections in Sponsored Research at a University. Hopefully you can pick up some tips and tricks that will help you in your daily job. Come with questions or suggestions. This will be an informal discussion to share ideas. Carolyn Bargoot, Associate Director, Post-Award Administration, Office for Sponsored Programs, Boston College. Emily Diamond, Assistant Manager, Sponsored Accounting, MIT. Discussion Location: Rines A MONDAY, MAY 4, 2015 5/4/15 11:45 AM - 12:45 AM Audience: All Federal Follow up Discussion - OMB Uniform Guidance Update Presented in person by Victoria Collin, Policy Analyst, Office of Management and Budget This session will include a brief history, a summary of the process used to develop the Uniform Guidance and a high level assessment of how the guidance may impact your institution. Discussion Location: Winslow (Homer) ----------------------------------------------------------------------------- 5/4/15 12:45 PM - 2:00 PM Lunch Audience: All Awards & Recognition Luncheon Location: Grand Ballroom ----------------------------------------------------------------------------- 5/4/15 2:00 PM - 3:15 PM 5/4/15 Leadership & Assessment 2:00 PM - 3:15 PM Audience: Advanced Creating a Positive and Candid Culture in Your Office In this session we are going to look at positive office culture through the lens of what practices we, as individuals, can incorporate‐‐beginning right away‐‐ that will create and enhance our business relationships, leading to a more positive, candid, effective and enjoyable work place. We will focus on three components of what we can do to create or enhance the culture in our work place: 1) Management of self, 2) One on one communications, and 3) Teams and Team Meetings. Join us as we share tools and resources to bring our best selves to each day, to have effective communication during 1‐on‐1 interactions, and to create effective and enjoyable team meetings. Tara Bishop, CAE, Associate Executive Director, National Council of University Research Administrators, National Council of University Research Administrators. Concurrent Location: Hawthorne Audience: All PUI Going Paperless at a PUI: A Possible Dream? Only in recent years, as grants.gov has been fully adopted by Federal agencies, has a paperless research administration office been within grasp. This discussion is geared toward research administrators at PUIs to discuss possibilities and potential problems in going paperless with limited resources. Whether you are just beginning to think about it, have already surmounted it, or are somewhere in between, the discussion will have something for everyone. Learning objectives include: discussion of pros, cons and challenges in working with 3rd-party vendors, existing enterprise systems, and/or open-source software; identifying skill-sets and resources needed within your office and your institution, as well as possible obstacles to implementation; evaluating the near-term feasibility of fully electronic research administration at your PUI. Joseph Tomaras, Associate Director, Office for External Grants, Bates College. Francine Farnsworth, Associate Director, Office of Grants and Sponsored Programs, Middlebury College. Discussion 15 Location: Hartley ----------------------------------------------------------------------------- 5/4/15 Compliance 2:00 PM - 3:15 PM Audience: Advanced Implementing the FCOI Regulations – A Discussion of Best Practices This is a continuation of the concurrent session titled, “Implementing the FCOI Regulations - An Institutional Program Survey”. We’ll review the results and dive below the surface to discuss strategies, risks, and war stories in an informal setting. Attendees are encouraged to ask questions and share their own experiences. Sample templates and guidance will be shared. Jodi Edelstein, Compliance Manager, COI Unit, Research Compliance, Boston University and Boston Medical Center. Kim Lincoln, Sr. Project Specialist, Office for Interactions with Industry, Partners HealthCare System, Inc.. Jennifer Gagnon, Associate Vice President for Research Administration, University of Vermont. Discussion Location: Jewett MONDAY, MAY 4, 2015 5/4/15 2:00 PM - 3:15 PM 5/4/15 3:15 PM - 3:30 PM Pre-Award Audience: Beginner Break Audience: All Who is the Stranger Working on this Grant? Navigating Collaborators and Consultants Identifying someone as a collaborator, consultant, or subcontract is a complex decision-making process that requires an understanding of the definitions of each category, and the exact function that a person will fill on a specific project. Research Administrators frequently need to make these identifications with limited information from the Principal Investigator while navigating sponsors guidelines and institutional policies. The purpose of this session is to explore common classifications for collaborators in Research Administration by providing participants with the tools to categorize an individual as a collaborator, consultant, or subcontract, and recognize some of the potential challenges that each role may present to an organization. Minessa Konecky, Manager of Operations, N/A, Curadel, LLC. Beth Doiron, Research Administrative Director, Beth Israel Deaconess Medical Center. Concurrent Location: Longfellow ----------------------------------------------------------------------------- 5/4/15 2:00 PM - 3:15 PM Leadership & Assessment Audience: Advanced Using Data and Metrics to Aid in Decision Making and Improve Research Administration Over the past years, research organizations have implemented electronic systems to replace paperbased processes and improve financial management both retrospectively and prospectively. While this transition has mainly been recognized for improving organizational efficiency and management, another major benefit is the vast quantity of data now available to better manage the research enterprise and proactively identify risk areas. This session will focus on how one organization is currently using their data to monitor performance, assess financial management, and identify compliance risk areas. We will also discuss a vision for using this data in the future. In addition, we will present other methods for collecting data, such as performance surveys, that are used to drive organizational improvement. Gary Smith, Sr. Administrative Director, MGH Research Management, Massachusetts General Hospital. Jonathan Kutrubes, Associate Director, Research Analytics, Partners Healthcare. Concurrent 16 Location: Winslow (Homer) Coffee, Soda, Water and Snacks Served Location: Pre-Function/Vendor Space ----------------------------------------------------------------------------- 5/4/15 3:30 PM - 4:30 PM Pre-Award Audience: Beginner How to Organize a Collaborative Proposal with Subcontracts This session will be designed for the beginner preaward person, administrator or new P.I. who is looking to find out more about the proposal application process. The session will focus primarily on the pre-award person who has not been placed in the situation before to submit a grant proposal that has subcontracts on it. The presenter will outline what is needed to submit a successful proposal in time with limited stress. Previous personal experiences and information will be provided to the participants. Julia Iacono, Grant and Contract Specialist II, Sponsored Projects, University of Rhode Island. Discussion Location: Hartley MONDAY, MAY 4, 2015 5/4/15 3:30 PM - 4:30 PM 5/4/15 Compliance Audience: Beginner Hospital An Overview of Oversight Committees: Human Subjects (IRB), Animal Subjects (IACUC), and Recombinant DNA and Biological Materials (IBCs) Research involving humans subjects, animals or recombinant DNA and biological materials (or any combination) require approval from the respective Institutional Review Committees. As research studies become more complex and sophisticated, approval from several or all may be required for one grant. This session will provide a overview for research administrators of when each review is required and provide guidance on ways in which you can work with faculty to support such research and manage grants on these topics. Kathryn Holthaus, Director of Animal Welfare, Research Compliance, Brigham and Women's Hospital. Ted Myatt, Director of Research Integrity, University of Rhode Island. Michael Centola, IRB Manager, University of Massachusetts Medical School. Concurrent Location: Hawthorne ----------------------------------------------------------------------------- 5/4/15 3:30 PM - 4:30 PM Leadership & Assessment Audience: All Using Data and Metrics to Aid in Decision Making and Improve Research Administration This discussion group will be a follow-up of the concurrent session titled “Using Data and Metrics to Aid in Decision Making and Improve Research Administration”. Come share how your organization is using their data to monitor performance, assess financial management, and identify compliance risk areas. Join in on the discussion as to how you think data can be used to optimize research administration in the future. Gary Smith, Sr. Administrative Director, MGH Research Management, Massachusetts General Hospital. Jonathan Kutrubes, Associate Director, Research Analytics, Partners Healthcare. Dana Carroll, Director, Office of Research and Sponsored Programs, University of Connecticut Health Center . Discussion 17 Location: Jewett 3:30 PM - 4:30 PM Audience: Advanced Interviewing Top and Bottom Enrollers Baystate Medical Center in 2102 embarked on a financial re-structuring for our book of business involving externally sponsored clinical trials. Soon thereafter, new leadership at Baystate increased the priority for growth in commercially sponsored clinical trials. The Sponsored Programs Administration (SPA) needed to amass some facts and thoughts from our research community about how to partner to achieve that growth. This session will provide an opportunity to discuss SPA’s “Enrollment Project” – the methodology and the results. Among other data goals, the project involved looking at correlating the facts about each PI’s financial and enrollment acumen with their impressions of what occurred in each study. Session participants who have done similar research at their own Institutions are welcome to attend to contribute their best practices. Barbara Richard, Director, Sponsored Programs Administration (SPA), Baystate Medical Center. Concurrent Location: Longfellow ----------------------------------------------------------------------------- 5/4/15 3:30 PM - 4:30 PM Networking Activities Audience: All Chair Yoga Tired of sitting? Oh no you’re not! Join us for Chair Yoga in the Mezzanine above the lobby! Chair Yoga will give you mental strength and increased energy to keep you going. No special attire required. Chair Yoga…it’s the most fun you’ll have sitting down all day! Location: Mezzanine (above the lobby) MONDAY, MAY 4, 2015 5/4/15 3:30 PM - 4:30 PM Audience: All Post-Award Subrecipients and the New Uniform Guidance This introductory session will review the New Uniform Guidance and how it will affect the monitoring of subrecipients. An overview of the reporting requirement for institutions will be reviewed. Anita Mills, Solution Consultant, Evisions, Evisions. Dan Gilbert, Subcontract Manager, Northeastern University. Amanda Ragalevsky Humphrey, Manager, Contracts and Post Award, Partners Healthcare. Concurrent Location: Winslow (Homer) ----------------------------------------------------------------------------- 5/4/15 5:30 PM - 9:00 PM Networking Activities Audience: All Registered Liquid Riot Bottling Company Pre-Registration Required Join other attendees in touring the bottling company & enjoy dinner and tasting as you go. Location: Liquid Riot Bottling Co. ----------------------------------------------------------------------------- 5/4/15 6:00 PM - 8:00 PM Networking Activities Audience: All Dinner Groups *Sign up sheets at Registration Table (sign up by 12pm Monday) Sign-up at the registration desk for one of the dinner groups in walkable distance to the hotel by Monday at noon. Then, meet in the lobby at 6:00 pm to go to dinner. Location: Portland Resturaunts 18 5/4/15 9:00 PM - 12:00 AM Audience: All Networking Activities Hospitality Suite Come mingle with your colleagues after a day of great sessions! This is a great opportunity to meet your Regional colleagues in a relaxed atmosphere and hear or share some very interesting stories! Location: Presidential Suite ----------------------------------------------------------------------------- TUESDAY, MAY 5, 2015 5/5/15 6:15 AM - 7:15 AM Networking Activities Audience: All Fun Run The day will start at 6:15 am at the Westin’s main lobby. Runners and walkers will then be provided with maps and directions for a 3-mile route prior to departing the hotel at 6:30 am in order to allow plenty of time left for participants to get ready before the first session. Location: Lobby ----------------------------------------------------------------------------- 5/5/15 7:30 AM - 4:00 PM Registration Audience: All Registration is Open for all Attendees & Speakers Location: Lobby ----------------------------------------------------------------------------- 5/5/15 8:00 AM - 9:00 AM Breakfast Audience: All Roundtable Discussions (Speaker Facilitated Tables of Current Topics) Join us in interesting conversations at the breakfast table! Topics in Research Administration will include Effort Reporting, Uniform Guidance, Communicating with Your PI, and Roadblocks to Reporting – Making Systems Work for You. Each table will be hosted by two experts and are designed to provide you with an opportunity to engage in conversation with your peers. You’ll have a chance to pose questions and share your experiences through networking. Sign-up sheets will be available at the registration desk. Location: Balcony-Grand Ballroom 5/5/15 9:30 AM - 10:30 AM Senior Forum Audience: Advanced Current and Emerging Topics in Research Administration. *Pre-Registration Required This two hour session is for senior level research administrators (director level and above) who will candidly discuss how their institutions successfully navigate through the most challenging areas of Research Administration and share ideas and best practices for implementing the emerging policy changes that have recently occurred or are on the horizon. We seek your suggestions to drive the discussion and no topic is off limits. Ideas to consider: staff training and turnover, PI engagement, compliance, audit findings, clinical trial management, conflict of interest, collaborations, Uniform Guidance, and the DATA Act. Pre-registration is required and space is extremely limited. Please email Daniel Salvati ([email protected]) to register and include topics for discussion. Chaired by Patrick Fitzgerald, Associate Dean for Research Administration, Faculty of Arts and Sciences, Harvard University. Discussion Location: Hartley ----------------------------------------------------------------------------- 5/5/15 Pre-Award 9:30 AM - 10:30 AM Audience: All Demystifying DARPA: A View From the Department Level DARPA is quickly becoming a major source of federal research funding for hospitals and universities, but the pre-award requirements for DARPA are complex and often difficult to understand. This session will use real examples from the Wyss Institute at Harvard, which manages a large portfolio of DARPA funding, to help navigate the various aspects of submitting DARPA proposals. Chad Restrick, Senior Research Officer, Wyss Institute for Biologically Inspired Engineering, Harvard University. Will Helmrath, Senior Research Officer, Harvard University. Concurrent 19 Location: Hawthorne TUESDAY, MAY 5, 2015 5/5/15 9:30 AM - 10:30 AM Post-Award Audience: All 5/5/15 9:30 AM - 10:30 AM Leadership & Assessment Audience: All Managing Project Closeouts Maine Research Administrators Meeting A smooth and thorough closeout of a sponsored project is essential as it is the last step to ensure all award requirements have been met. This discussion will encompass the caviate of the close out process of federal project, foundation grants and pharmaceutical sponsored clinical trials. The consequences of an inaccurate closeout can be costly, both monetarily and potentially in reputation. This discussion session will provide an opportunity to discuss best practices when completing a closeout. There will also be a discussion around challenges that department and central offices face during the closeout process. Timely communication with other departments, like accounts payable, patient billing and purchasing are sometime necessary to ensure that all cost are properly allocated and expensed. Hosting the NCURA Region I meeting in Portland provides an opportunity for research administrators from Maine to meet one another and share ideas for ongoing professional development and collaboration. Nicholas Fisher, Research Administrator, Urology, Boston Children's Hospital. Steven Hoffman, Director Research Administration, St. Elizabeth's Hospital. Discussion Location: Jewett ----------------------------------------------------------------------------- 5/5/15 9:30 AM - 10:30 AM Audience: All Hospital Introduction to Clinical Research In this session, Nick Repucci and Eric Tomasini will provide a general overview of clinical research, starting with its history and including high-level discussion of regulatory compliance requirements and hot topics. This session is designed for beginners to mid-level research administrators interested in learning about the "nuts and bolts" of clinical research in an academic medical setting. Nick Repucci, Director, Clinical Trials Business Office, Boston Children's Hospital. Eric Tomasini, Director in Research Enterprise Solutions, Huron Consulting. Concurrent 20 Location: Longfellow Joseph Tomaras, Director, Sponsored Programs and Research Compliance, Bates College. Discussion Location: Rines A ----------------------------------------------------------------------------- 5/5/15 Compliance 9:30 AM - 10:30 AM Audience: All Research Misconduct: A look at Process and Current Trends The goal of the session is to provide practical information and insight into an institution's role in investigating an allegation of research misconduct. The session will also cover recent trends in research misconduct and touch upon the growing interest in the promotion of research integrity. Keri Godin, Associate Director of Research Compliance, Office for Academic and Research Integrity, Harvard Medical School. Concurrent Location: Winslow (Homer) ----------------------------------------------------------------------------- 5/5/15 10:30 AM - 10:45 AM Break Audience: All Coffee, Soda, Water and Snacks Served Location: Pre-Function/Vendor Space TUESDAY, MAY 5, 2015 5/5/15 5/5/15 10:45 AM - 12:00 PM Senior Forum Audience: Advanced Current and Emerging Topics in Research Administration. *Pre-Registration Required 10:45 AM - 12:00 PM Audience: All Hospital First-Rate Fund Management: Building Strong Financial Fund Monitoring and Projection Processes to Keep your PIs Out of Trouble This two hour session is for senior level research administrators (director level and above) who will candidly discuss how their institutions successfully navigate through the most challenging areas of Research Administration and share ideas and best practices for implementing the emerging policy changes that have recently occurred or are on the horizon. We seek your suggestions to drive the discussion and no topic is off limits. Ideas to consider: staff training and turnover, PI engagement, compliance, audit findings, clinical trial management, conflict of interest, collaborations, Uniform Guidance, and the DATA Act. Pre-registration is required and space is extremely limited. Please email Daniel Salvati ([email protected]) to register and include topics for discussion. This discussion will focus on best practices for monitoring sponsored project financial data and formulating accurate budget projections. Topics will include reconciliation strategies, making short and long-term projections, challenging budget issues, and questions to ask your PI, among others. Participants will learn from their colleagues and take away important strategies they can implement at their home institutions. Chaired by Patrick Fitzgerald, Associate Dean for Research Administration, Faculty of Arts and Sciences, Harvard University. ----------------------------------------------------------------------------- Discussion Location: Hartley Jaclyn Lucas, Senior Finance Manager, Medicine, Division of Infectious Diseases, Brigham and Women's Hospital. Anne Donnelly, Senior Grant Administrator, Brigham and Women's Hospital. Discussion 5/5/15 Location: Jewett 10:45 AM - 12:00 PM Audience: All Post-Award Taming Training Grants ----------------------------------------------------------------------------- 5/5/15 10:45 AM - 12:00 PM Leadership & Assessment Audience: All Creating a Sponsored Research Community with Social Media Social media can create a more interactive community for sponsored research entities (universities, colleges, government funding agencies, sponsors, etc.). In this session, we will discuss how the Harvard OSP Twitter, Facebook, and Blog have increased the flow of traffic to our website and how our blog has enabled us to reach a larger audience for policy updates, compliance issues, training opportunities, and general sponsored research updates. We hope to encourage other sponsored research entities to recognize the benefits of a social media presence and to establish their own social media strategies. Eric Dorman, Office Manager, Office for Sponsored Programs, Harvard University. Naomi Handler, Administrative and Operations Support Services Manager, Harvard University. Concurrent 21 Location: Hawthorne This presentation will explore the unique requirements of training grants and fellowships, with a focus on how to successfully manage these awards. The presentation will include an overview of the types of training grants and provide knowledge and tools for efficient and effective post-award management. The presentation will focus on awards issued by NIH, however the skills, and tools used to manage NIH training grants can be applied to managing training grants and fellowships awarded from other federal agencies and private foundations. Brian Lynch, Grant Accountant, Neuroscience Department, Tufts University. Leah Burberry, Post Award Specialist, Tufts. Katherine King, Post Award Financial Specialist, Tufts University. Concurrent Location: Longfellow TUESDAY, MAY 5, 2015 5/5/15 10:45 AM - 12:00 PM Leadership & Assessment Audience: All What NCURA Can Do for You Join us for this overview of resources and opportunities NCURA has for your professional and leadership development. Tara Bishop, CAE, Associate Executive Director, NCURA, National Council of University Research Administrators. Donna Smith, Senior Manager of Personnel Affairs & Sponsored Research, Massachusetts General Hospital. Discussion Location: Rines A ----------------------------------------------------------------------------- 5/5/15 10:45 AM - 12:00 PM Pre-Award Audience: All More Than Research: Promoting and Managing the Other Sponsored Programs Grants for program development, teaching, and training make up a large portfolio of our work, yet much needs to be done to prepare faculty and institutions to obtain and manage programmatic grants. From community outreach to global area studies to education programs for schools, businesses and others, there is a wide range of grant-funded activities that do not necessarily focus on research. This session will outline opportunities, strategies and challenges in promoting, designing and effectively managing federal, state, and private grants that are program focused. Presenters have managed grants from the US Departments of State, Education, Commerce, NSF, NEH and others. Polly Hutcheson, Director of Sponsored Programs, Office of Sponsored Programs, Roger Williams University. Kris Monahan, Director of Sponsored Research and Programs, Providence College. Lisa Smolski, Director, Research and College Initiatives, Rhode Island College. Concurrent Location: Winslow (Homer) ----------------------------------------------------------------------------- 5/5/15 12:00 PM - 1:45 PM Lunch Audience: All NCURA Organization & Program Updates Location: Grand Ballroom 22 5/5/15 Compliance 2:00 PM - 3:00 PM Audience: All OMB Uniform Guidance: I Don't Need Guidance, I Need Help Figuring Out These New Rules! This session will highlight some of the key changes in OMB Uniform Guidance regulations that have required colleges, universities and hospitals to evaluate policies, procedures, and practices relating to the administration of Federal awards. Kathryn Valone, Audit Manager, Audit & Management Advisory Services, Tufts University. Leigh Curley, Associate Director of Research Administration, . Concurrent Location: Winslow (Homer) ----------------------------------------------------------------------------- 5/5/15 Pre-Award 2:00 PM - 3:00 PM Audience: Advanced Developing a New or Enhancing an Existing Research Development Office Co-presenters Cataneo and Gomes will use case studies to describe how they created Research Development (RD) offices at their respective institutions. Audience participants will learn about strategies and resources needed and useful to develop RD offices at their own institutions. Kathryn Cataneo, Director of Research Development & Communications, Research Development & Communications, University of New Hampshire. Susan Gomes, Director of Research Development and Strategy, Harvard University. Discussion Location: Hartley TUESDAY, MAY 5, 2015 5/5/15 2:00 PM - 3:00 PM 5/5/15 Post-Award Audience: Beginner PUI Tips and Tricks for New DGA's: From Slamming Fists to Getting Hugs This session is to help new Departmental Grant Administrators (DGA’s) collaborate with difficult PI/PD’s and build better working relationships with the PI/PD’s and their staff. This session will offer tools that has helped establish quick facts, track staff’s effort and get the vital information that DGA’s need to do their job efficiently. Learning Objectives: (1) Participants will learn tools to assist when working with PI’s during post award in reviewing the PI’s grant portfolio. This will assist in time management and getting to the “point” of the meeting. (2) Participants will learn the advantages of keep track of PI’s and their staff efforts. (3) Participants will learn how to get vital information necessary to perform our jobs efficiently. Kimberly Davey, Grants Manager, Office of Grants and Sponsored Programs, Connecticut Children's Medical Center. Kara Charmanski, Grants Manager, Tufts University. Concurrent Location: Hawthorne ----------------------------------------------------------------------------- Audience: All The Life Cycle of a Grants Office at PUIs RAs at PUIs may be asked to start up an office or expand existing corporate, foundation, and advancement efforts to include grant proposals. What can you expect as you transition from start-up to a mature sponsored programs office? Are there milestones as you navigate your progress? This interactive session will draw upon the experiences of RAs who have worked through iterations of grants operations and want to help those at earlier stages anticipate how their roles may change. Learning Objectives: (1) What key activities, priorities, and challenges might be addressed at the following stages: Start-up – 2 years; 3-5 years; 5-7 years; mature office. (2) Professional development and resources available at PUIs where mentoring options are limited or nonexistent. (3) Resources for faculty/PIs during the early years; (4) Celebrating successes! Carol Withers, Director of Grants and Sponsored Programs, Office of Grants and Sponsored Programs, University of New Haven. Amy Cuhel-Schuckers, Director of Faculty Grants, Franklin & Marshall College. Cara Martin-Tetreault, Director of Sponsored Research, Bowdoin College. Concurrent 5/5/15 2:00 PM - 3:00 PM Location: Longfellow 2:00 PM - 3:00 PM Compliance Audience: Advanced ----------------------------------------------------------------------------- Advanced Topics in Research Compliance 5/5/15 3:00 PM - 3:15 PM Come join me in an interactive, thought-provoking, therapeutic, intimate discussion about the headlines in research compliance from the past year from which we will anticipate issues for the upcoming one. If you are going to attend one session and one session only, this is the one you simply can't miss. Break Audience: All Jeff Seo, Executive Director, Office for Academic and Research Integrity, Harvard Medical School. Discussion 23 Location: Jewett Coffee, Soda, Water and Snacks Served Location: Pre-Function/Vendor Space TUESDAY, MAY 5, 2015 5/5/15 3:15 PM - 4:15 PM Audience: All PUI Talk the Talk, or Walk the Walk? Which One Is it for You? When meeting with faculty preparing proposals, what do you suggest they do regarding contacting the sponsor ahead of time to discuss their project? Do you suggest emailing, calling or even visiting? What has been your experience with referring faculty to visit with sponsors in person? Is it the kiss of death? Come and share the conversations you've had when preparing your faculty for submitting to particular sponsors. Stacy Riseman, Director of Sponsored Research, Office of Sponsored Research, College of the Holy Cross. Discussion Location: Hartley ----------------------------------------------------------------------------- 5/5/15 3:15 PM - 4:15 PM Hospital Audience: All Indirect Cost Rate Calculations and Negotiations from the Hospital Perspective We will discuss what goes into the numerator and the denominator of the indirect rate and the role of the Medicare Cost Report. The goal will be to provide research administrators with the facts of how a hospital's indirect rate is calculated to enable an informed conversation when their faculty express concern. Judith Ryan, Director, Research Finance, Research and Academic Affairs, Massachusetts Eye and Ear Infirmary / Schepens Eye Research Institute. Concurrent Location: Hawthorne 5/5/15 Leadership & Assessment 3:15 PM - 4:15 PM Audience: All Developing and Implementing Traditional and Non Traditional Training Programs for Research Administrators Training is critical to the performance of any research administrator. Some institutions have dedicated staff and resources to create traditional programs, while others must rely on team participation, placing a higher burden on responsibilities. Smaller institutions must seek nontraditional methods for training their Principal Investigators and Grants Staff. Whatever your reality, this session will discuss the lessons, tools, resources and best practices on designing and implementing traditional and non-traditional training programs and opportunities for research administrators. Join us for a highly interactive discussion led by a discussion panel from Middlebury College, Northeastern University, and Harvard University, targeting individuals considering initiating training programs and opportunities at their institution. Danielle Smith, Senior Grant Officer, Office of Research Administration and Finance, Northeastern University. Stacy-Ann Christian, Interim Associate Vice Provost, Northeastern University. Francine Farnsworth, Associate Director, Grants & Sponsored Programs, Middlebury College. Roseann Luongo, Associate Director of Training and Compliance, Harvard University. Concurrent Location: Longfellow ----------------------------------------------------------------------------- 5/5/15 Post-Award 3:15 PM - 4:15 PM Audience: Advanced Salary Billing Agreement Discussion Group This discussion group will focus on preparing, executing, and administrating salary billing agreements, with representation from two participating institutions. Alice McKenney, Senior Research Administrator, Office of Sponsored Research, The Broad Institute. Donna Smith, Senior Manager of Personnel Affairs & Sponsored Research, Massachusetts General Hospital. Discussion 24 Location: Jewett TUESDAY, MAY 5, 2015 5/5/15 3:15 PM - 4:15 PM Pre-Award Audience: All Complex Budgeting for the Pre-Award Administrator This presentation focuses on Pre-Award budget issues including restricted cost categories, subaward budgets, indirect costs and cost sharing on sponsored projects. Topics that will be discussed include: prorating indirect cost rates, applying indirect cost to subawards, the difference between mandatory, voluntary, committed and uncommitted cost sharing, the impact of cost sharing on the awardee. There will also be a detailed case study incorporating many of these issues. A basic understanding of sponsored projects budgets is recommended. Michael Kostyshak, Assistant Director, Pre-Award Services, Office of Sponsored Projects, Brown University. Concurrent Location: Winslow (Homer) ----------------------------------------------------------------------------- 5/5/15 5:30 PM - 6:30 PM Reception Audience: All Starting or Restarting Your Engagement with NCURA Reception All are welcome for hors d’eouvres and drinks, and to learn more about NCURA involvement. Location: Mezzanine (above the lobby) 25 5/5/15 Reception 6:30 PM - 11:00 PM Audience: All Mission Possible Dinner, Improv Show & Dancing We’ll be celebrating Cinco de Mayo as only spies and research administrators can! Join us for a casual night of dinner and comedy improv by the Portland-based Mainely Improv. We’ll cap the night off with the musical stylings of DJ Jeff Rockwell from 9pm – 11:00pm. Don’t forget to try the latest spy gadgets in our photo booth and raise some money for the NCURA Education Scholarship Fund by bidding on our wonderful donated prizes in the silent auction. INCLUDED WITH ALL FULL MEETING REGISTRATIONS. Day registrants and guests may purchase a ticket at the registration desk for $85, which includes dinner, entertainment and two drink tickets Location: Grand Ballroom WEDNESDAY, MAY 6, 2015 5/6/15 8:00 AM - 9:00 AM Registration Audience: All Registration is open for all Attendees & Speakers Location: Lobby ----------------------------------------------------------------------------- 5/6/15 8:00 AM - 9:00 AM Breakfast Audience: All Please Join us for a Hot Breakfast and Listen in on the Region I Business Meeting Location: Grand Ballroom ----------------------------------------------------------------------------- 5/6/15 8:00 AM - 9:00 AM Business Meeting Audience: All Region I Business Meeting Where Finances and Region Activities are Discussed All are invited to the Annual Business Meeting. Learn about what is happening in the region while enjoying a full hot breakfast. There are often giveaways for those that attend! Location: Grand Ballroom ----------------------------------------------------------------------------- 5/6/15 9:00 AM - 10:15 AM Compliance Audience: All Effective Compliance in a Shifting Regulatory Environment Regulations may change, but the basic elements of good compliance do not. This presentation outlines the elements of an effectively operating compliance program, which derive from the Federal Sentencing Guidelines. These criteria embody broad principles, but do not offer precise details for implementation. In the presentation, we will hand out a 1 page "cheat sheet" to summarize the federal guidance and share practical implementation best practices, lessons learned and tips to consider to help you prepare for regulatory inquiries. David Brown, Chief Compliance Officer, Compliance, WGBH Educational Foundation. Emily Steed, Senior Associate Compliance Officer, NYU. Concurrent 26 Location: Hawthorne 5/6/15 9:00 AM - 10:15 AM Audience: All PUI Negotiating Contracts at a PUI - Wearing All the Hats Negotiating agreements at a PUI often means you are wearing all the hats - sponsored programs, also tech transfer, and general counsel. How do you develop enough expertise to manage these topics? How do you know when you need outside help - and where to find it? This session will discuss these issues and more, touching on basic negotiating techniques, troublesome clauses to watch for - ownership, confidentiality, indemnification, liability, etc., and provide some helpful real-world solutions. Discussion of how PUIs approach Intellectual Property Issues what does your policy say? Do you have one? Do you accept sponsor restrictions on IP? How can you support your PIs in accepting and being aware of restrictions? Elizabeth Demski Director, Office of Sponsosred Research, Wellesley College. Joseph Tomaras Assoc. Director for External Grants, Bates, Todd Keiller Senior Independent Technology Specialist Discussion Location: Jewett ----------------------------------------------------------------------------- 5/6/15 Federal 9:00 AM - 10:15 AM Audience: All NSF-Updates: Session with Samantha Hunter Policy Specialist, Divisions of Institution & Award Support, Office of Budget, Finance & Award Management, NSF This session will cover the latest news from the National Science Foundation (NSF), including information on the NSF budget, current policy topics, policy reminders and updates. Concurrent Location: Winslow (Homer) ----------------------------------------------------------------------------- 5/6/15 10:15 AM - 10:30 AM Break Audience: All Coffee, Soda, Water and Snacks Served Location: Pre-Function/Vendor Space WEDNESDAY, MAY 6, 2015 5/6/15 10:30 AM - 11:15 AM Audience: All Post-Award 5/6/15 11:15 AM - 11:30 AM Networking Activities Audience: All Foreign Travel on Federal Funds Adjournment & iPad Mini Givaway We will discuss the Fly America Act as well as the restrictions and exceptions to this law, including the Open Skies Agreement and City Pair Program. You completed your mission. You made it to the end of the meeting. All attendees who stay the entire meeting have a chance to win an ipad mini. Must be present to win! Heather Dominey, Grants/Contracts Accountant II, Office of Sponsored Projects, Brown University. Discussion Location: Hawthorne ----------------------------------------------------------------------------- 5/6/15 10:30 AM - 11:15 AM Leadership & Assessment Audience: All Developing a Personalized Approach to Energy Management for Your Demanding Role Working longer hours to meet the demands of a job in the research administration field won't work in the long term--there are only 24 hours in a day, and most of us don’t have any more hours to spare. This interactive discussion group will help participants assess their personal energy levels (physical, mental, emotional, and spiritual) and then develop their own personalized rituals to manage this renewable resource. These rituals are simply behaviors—ones that are first scheduled, then practiced with intention, and eventually incorporated into our lives as unconscious and automatic. By using rituals to renew our personal energy, we can be more productive--and happier too! Elizabeth Haney, Senior Research Officer, Wyss Institute, Harvard University. Discussion Location: Jewett ----------------------------------------------------------------------------- 5/6/15 10:30 AM - 11:15 AM Federal Audience: All NIH-Updates: Virtual Session with the Director, Division of Grants Policy, Office of Policy for Extramural Research Administration, OER, NIH, DHHS This 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. Concurrent 27 Location: Winslow (Homer) Location: Winslow (Homer) NCURA Region I Spring Meeting 2015 Program Committee CHAIR CO-CHAIR Kris Monahan Providence College Donna Smith Massachusetts General Hospital MEMBERS MEMBERS David Barnett Massachusetts Institute of Technology Cara Martin-Tetreault Bowdin College Lisa Benson Connecticut Children's Medical Ctr Patricia McNulty Concurrent Research Frederick Berkovitch Massachusetts General Hospital Denise Moody Harvard University Danna Carroll University of Connecticut Health Ctr. Stacy Riseman College of Holy Cross Linda Crocker Worcester State University Daniel Salvati Massachusetts General Hospital Anna Dement Massachusetts General Hospital Gary Smith Massachusetts General Hospital Anna Dore Wellesley College Joseph Tomaras Bates College Heather Dominey Brown University Alison Wellman Smith Harvard University Elizabeth Haney Wyss Institute Jeff Seo Harvard Medical School Charlotte Gallant Harvard University Bob Stemple Genesys Research Institute Inc. (GRI) Lorraine Kiley Boston University Susan Zipkin Boston Medical Center Rob Kirsh Brigham and Women’s Hospital 28 NCURA Region I Spring Meeting 2015 Speakers THANK YOU TO ALL OF OUR SPEAKERS FIRST LAST INSTITUTION Carolyn Tara David Leah Lisa Dana Kathryn Michael Kara Stacy-Ann Robert Victoria Todd Amy Louann Kimberly Anna Elizabeth Emily Beth Heather Anne Eric Jodi Leigh Francine Nicholas Patrick Jennifer Dan Keri Susan Eleanor Geraldine Naomi Elizabeth Will Ross Steven Kathryn Amanda Bargoot Bishop Brown Burberry Butler Carroll Cataneo Centola Charmanski Christian Cohen Colin Conley Cuhel-Schuckers D'Angelo Davey Dement Demski Diamond Doiron Dominey Donnelly Dorman Edelstein Fallon Curley Farnsworth Fisher Fitzgerald Gagnon Gilbert Godin Gomes Greene Hamilton Handler Haney Helmrath Hickey Hoffman Holthaus Humphrey Ragalevsky Boston College NCURA WGBH Educational Foundation Harvard Medical School Connecticut Children's Medical Center University of Connecticut Health Ctr. University of New Hampshire University of Massachusetts Medical Tufts University Northeastern University Attain OMB Tufts University Franklin & Marshall College Westfield State University Connecticut Children's Medical Center Brigham and Women's Hospital Wellesley College MIT BIDMC Brown University Brigham and Women's Hospital Harvard University Boston University& Boston Medical Ctr. Tufts University Middlebury College Boston Children's Hospital Harvard University University of Vermont Northeastern University Harvard Medical School Harvard University BIDMC Emulate Harvard University Harvard University University of Tennessee University of Southern Maine St. Elizabeth's Hospital Brigham and Women's Hospital Partners Healthcare 29 NCURA Region I Spring Meeting 2015 Speakers First Samantha Polly Julia Scott Todd Katherine Minessa Michael Jonathan Kim Jaclyn Roseann Brian Cara Linda Karen Woodward Cindy Tristienne Alice Tolise Anita Kris Denise Ted Eileen Nick Chad Barbara Stacy Judith Jeff Gary Danielle Donna Lisa Emily Charlie Joseph Eric Jennifer Last Hunter Hutcheson Iacono Kehir Keiller King Konecky Kostyshak Kutruber Lincoln Lucas Luongo Lynch Martin-Tetreault Martson Massey Matheson McCarthy McKenney Miles Mills Monahan Moody Myatt Nielsen Repucci Restrick Richard Riseman Ryan Seo Smith Smith Smith Smolski Steed Tardivo Tomaras Tomasini Towers Institution NSF Roger Williams University University of Rhode Island Attain Independent Technology Specialist Tufts University Curadel, LLC Brown University Partners Healthcare Partners HealthCare System, Inc. Brigham and Women's Hospital Harvard University Tufts University Bowdoin College Springfield College Harvard Faculty of Arts and Sciences Tufts University Partners HealthCare The Broad Institute Children's National Health System Evisions Providence College Harvard University University of Rhode Island Harvard School of Public Health Boston Children's Hospital Harvard University Baystate Medical Center College of the Holy Cross MEEI - Schepens Eye Research Inst. Harvard Medical School Massachusetts General Hospital Northeastern University Massachusetts General Hospital Rhode Island College NYU Attain Bates College Huron Consulting Tufts University Kathryn Valone Tufts University Carol Withers University of New Haven 30 NCURA Region I Leadership & Committees Region I Elected Officers Chair Chair-Elect Secretary Secretary-Elect Treasurer Treasurer-Elect National Board Immediate Past Chair Michelle Auerbach, Boston University Kris Monahan, Providence College Alison Wellman Smith, Harvard University Rob Kirsh, Brigham & Women’s Hospital Fredric Majnoun, Boston University Medical School Anna Dement, Brigham & Women’s Hospital Denise Moody, Harvard University Jeff Seo, Harvard Medical School NCURA National Representatives National Board Denise Moody, Harvard University National NLDC Member Susan Zipkin, Boston Medical Center National FMC Members Robert Stemple, Genesys Research Institute Inc. (GRI) Region I Advisory Board Elected Officers Above, Plus… Dana Carroll, University of Connecticut Health Center Deb Elek, Research Compliance Associates Jenn Corby, Harvard University Lorraine Kiley, Boston University Linda Crocker, Worcester State University Liz Demski, Wellesley College Minessa Konecky, Curadel Elizabeth Haney, Harvard University Ross Hickey, University of Southern Maine Jennifer Gagnon, University of Vermont Penny Miceli, Keene State College Patricia McNulty, Concurrent Research Awards Committee Chair Members Curriculum Committee Chair, Workshops Members 31 Deb Elek, Research Compliance Associates Christine Hempowicz, University of Bridgeport Lorraine Kiley, Boston University Michelle Auerbach, Boston University Ross Hickey, University of Southern Maine Minessa Konecky, Curadel Heather Dominey, Brown University Anastacia Feldman, Massachusetts Institute of Technology Eleanor Greene, Beth Israel Deaconess Medical Center Stacy Mueller, Worcester Polytechnic Institute NCURA Region I Leadership & Committees Sponsorship Committee Chair Patricia McNulty, Concurrent Research Executive Shadow Program Member Heather Dominey, Brown University Volunteer and Membership Committee Chair Lorraine Kiley, Boston University Members Geraldine Pierre, Boston University Karen Smith, Boston University Suzanne Araujo, Rhode Island Hospital Cindy Matheson, Tufts University Professional Development Committee Chair Elizabeth Demski, Wellesley College Members Deb Elek, Research Compliance Associates Diana Potter, Consultant Heather Kurtz, Emerson College Governance Committee Chair Linda Crocker, Worcester State University Members Patrice Carroll, Brown University Jennifer Gagnon, University of Vermont Karen Frank Mays, Fitchburg State University Christopher Standish, Quinnipiac University Patrice Carroll, Brown University Jennifer Gagnon, University of Vermont Karen Frank Mays, Fitchburg State University 32 NCURA Region I Spring Meeting 2015 Program At A Glance "Mission Possible: You Can Get There From Here" Sunday 5/3/2015 7:30 AM - 4:00 PM Registration (Lobby) 8:00 AM - 9:00 AM Continental Breakfast for Workshop Participants (Balcony - Grand Ballroom) 9:00 AM - 4:30 PM Uniform Guidance: Putting it Into Action!: Facilitators: Roseann Luongo, Jeff Seo, Eileen Nielson (Winslow- Homer) 9:00 AM - 4:30 PM Current Challenges in Research Administration: Facilitators: Patrick Fitzgerald, Denise Moody, Barbara Richard (Longfellow) 9:00 AM - 4:30 PM Essentials of Sponsored Research Administration: Facilitators: Karen Woodward Massey, Tristienne McCarthy(Hawthorne) 9:00 AM - 12:00 PM Excel for Research Administrators: Facilitator: Danna Carroll (Jewett) Lunch for Workshop Participants (Balcony - Grand Ballroom) 12:00 PM - 12:45 PM 1:00 PM - 4:30 PM Career Evolutions: Transitioning from Managing Grants to Managing People: Facilitators: Minessa Konecky, Eleanor Green (Jewett) 5:15 PM - 6:00 PM Newcomers Orientation (Hartley) 6:00 PM - 8:00 PM Welcome Reception with Musical Talents of The Matt Fogg Duo (Winslow-Homer) 9:00 PM - 11:00 PM Hospitality Suite & Social Fun (Presidential Suite) Monday 5/4/2015 YOGA (Fitness Studio-Basement Area) 6:30AM - 7:30AM 7:30 AM - 4:00 PM Registration (Lobby) 8:00 AM - 9:00 AM Continental Breakfast (Grand Ballroom) Welcome Address & Keynote: Dr. Geraldine Hamilton-"You on a Chip" (Grand Ballroom) 9:00 AM - 10:15 AM Break (Pre-Function/Vendor Space) 10:15 AM - 10:30 AM Concurrent Sessions PUI (All) Federal (All) Discussion Groups Compliance (All) Hospital (All) OMB Uniform Guidance Update Presented in person Where do I Fit in? How by Victoria Collin, Policy Implementing the FCOI Regulations Negotiating Challenging Terms 10:30 AM - 11:30 AM Sponsored Programs Works Analyst, Office of - An Institutional Program Survey in Agreements with Institutional Advancement Management and Budget Room Assignment Longfellow Winslow (Homer) Room Assignment It Takes a Village: Optimizing Communication between Central Offices & Schools/Departments Hartley Jewett Break (Pre-Function/Vendor Space) 11:30 AM - 11:45 AM 11:45 AM - 12:45 PM Hawthorne Leadership & Assessment (All) Hospital (All) Federal (All) Financial Management of Federally Funded Clinical Trials from a Clinical Coordinating Center Perspective OMB Uniform Guidance Update Presented in person by Victoria Collin, Policy Analyst, Office of Management and BudgetFollow up Discussion Longfellow Winslow (Homer) Post-Award (All) Post-Award (All) Compliance (Beginner) Post-Award (All) Formulas for Communication between Central Offices & Departments Service Center Review: What Your Institution Should Be Doing Mission Possible: Export Control Protocols Best Practices for Billing and Collections** Hawthorne Jewett Hartley Rines A Awards & Recognition Luncheon (Grand Ballroom) 12:45 PM - 2:00 PM Pre-Award (Beginner) Leadership & Assessment (Advanced) Leadership & Assessment (All) Compliance (Advanced) PUI (All) 2:00 PM - 3:15 PM Who is this Stranger Working on this Grant?-Navigating Collaborators and Consultants Using Data and Metrics to Aid in Decision Making and Improve Research Administration Creating a Positive and Candid Culture in Your Office Implementing the FCOI Regulations – A Discussion of Best Practices Going Paperless at a PUI: A Possible Dream? Room Assignment Longfellow Winslow (Homer) Hawthorne Jewett Hartley Break (Pre-Function/Vendor Space) CHAIR YOGA-MEZZANINE AREA 3:15 PM - 3:30 PM 3:30 PM - 4:30 PM Hospital (Advanced) Post-Award (Beginner) Compliance (Beginner) Leadership & Assessment (All) Pre-Award (Beginner) 3:30 PM - 4:30 PM Interviewing Top and Bottom Enrollers Subrecipients and the New Uniform Guidance An Overview of Oversight Committees: Human Subjects (IRB), Animal Subjects (IACUC), and Recombinant DNA and Biological Materials (IBCs) Using Data and Metrics to Aid in Decision Making and Improve Research Administration Follow up Discussion How to Organize a Collaborative Proposal with Subcontracts Room Assignment Longfellow Winslow (Homer) Hawthorne Jewett Hartley 6:00 PM - 8:00 PM Dinner Groups -Sign up at (Registration Desk) 5:30 PM - 9:00 PM Liquid Riot Bottling Company (Tour & Dinner) * Registration required (Registration Desk) 9:00 PM - 11:00 PM Hospitality Suite (Presidential Suite) 33 NCURA Region I Spring Meeting 2015 Program At A Glance "Mission Possible: You Can Get There From Here" Tuesday 5/5/15 6:15 AM - 7:15 AM Fun Run (Meet in Lobby) 7:30 AM - 4:00 PM Registration (Lobby) 8:00 AM - 9:15 AM Continental Breakfast (Grand Ballroom) & Round Table Discussions (Balcony-Grand Ballroom) Concurrent Sessions Discussion Groups Hospital (All) Compliance (All) Pre-Award (All) Post-Award (All) Leadership & Assessment (Advanced) Leadership & Assessment (Maine Admins) 9:30 AM- 10:30 AM Introduction to Clinical Research A Soup to Nuts Look at the Research Misconduct Investigation Process Demystifying DARPA: A View from the Department Level Managing Project Closeouts Senior Forum SessionAdvance Administrative Topics Discussed *Pre-Registration Required Maine Research Administrators Meeting Room Assignment Longfellow Winslow (Homer) Hawthorne Jewett Hartley Rines A Break (Pre-Function/Vendor Space) 10:30 AM - 10:45 AM 10:45 AM - 12:00 PM Post-Award (All) Pre-Award (All) Leadership & Assessment (All) Hospital (All) Leadership & Assessment (All) Leadership & Assessment (All) Taming Training Grants More than Research: Promoting and Managing the Other Sponsored Programs Creating a Sponsored Research Community with Social Media First-Rate Fund Management: Building Strong Financial Fund Monitoring and Projection Processes to Keep Your PIs out of Trouble Senior Forum SessionAdvance Administrative Topics Discussed *Pre-Registration Required What NCURA Can Do for You Longfellow Winslow (Homer) Hawthorne Jewett Hartley Rines A Room Assignment Lunch - National Updates & Program Reminders (Grand Ballroom) 12:00 PM - 1:45 PM PUI (All) Compliance (All) Post-award (Beginner) Compliance (Advanced) Pre-Award (Advanced) 2:00 PM - 3:00 PM Life Cycle of a Grants Office @ PUIs OMB Uniform Guidance: I Don't Need Guidance, I Need Help Figuring out These New Rules! Tips and Tricks for new DGA's: From Slamming Fists to Getting Hugs Advanced Topics in Research Compliance Developing a New or Enhancing an Existing Research Development Office Room Assignment Longfellow Winslow (Homer) Hawthorne Jewett Hartley Break (Pre-Function/Vendor Space) 3:00 PM - 3:15 PM Pre-Award (All) Leadership & Assessment (All) 3:15 PM - 4:15 PM Hospital (All) Developing and Implementing Indirect Cost Rate Calculations and Traditional and Non Traditional Complex Budgeting for the PreNegotiations from the Hospital Training Programs for Award Administrator Perspective Research Administrators Room Assignment Longfellow Winslow (Homer) Post-Award (All) PUI (All) Salary Billing Agreement Discussion Group Talk the Talk, or Walk the Walk? Which one is it for you? Jewett Hartley Hawthorne 5:30 PM - 6:30 PM “Starting or Restarting your Engagement with NCURA” Reception -ALL WELCOME (Mezzanine Balcony Area) 6:30 PM - 11:00 PM Mission Possible Dinner, Improv Show & Dancing (Grand Ballroom) Wednesday 5/6/15 8:00 PM - 9:00 AM Registration (Lobby) 8:00 PM - 9:00 AM Full Hot Breakfast & Business Meeting (Grand Ballroom) Concurrent Sessions Discussion Groups Federal (All) Compliance (All) PUI (All) 9:00 AM - 10:15 AM NSF-Updates: Session with Samantha Hunter Policy Specialist, Divisions of Institution & Award Support, Office of Budget, Finance & Award Management, NSF Effective Compliance in a Shifting Regulatory Environment Negotiating Contracts at a PUI - Wearing All the Hats Room Assignment Winslow (Homer) Hawthorne Jewett Break (Pre-Function/Vendor Space) 10:15 AM - 10:30 AM Concurrent Sessions Discussion Groups Federal (All) NIH-Updates: Virtual Session with David Curren Special Asst. to the Director, Division of Grants Policy, Office of Policy for 10:30 AM - 11:15 AM Extramural Research Administration, OER, NIH, DHHS Room Assignment 11:15 AM * Program Subject to Change 34 Winslow (Homer) Post-Award Leadership & Assessment (All) Fly America Act: What Is It & Why Does it Matter? Developing a Personalized Approach to Energy Management for Your Demanding Role Hawthorne Jewett Adjournment & Ipad Mini Giveaway (Winslow-Homer) NCURA REGION I SPRING MEETING 2015 AT A GLANCE Column1 Column2 SUNDAY, MAY 3, 2015 Column3 Column4 Column5 Start Time End Time Track Title of Session Session Type & Audience 7:30 AM 8:00 AM 4:00 PM 9:00 AM Registration Registration for all Attendees & Speakers Continental Breakfast ALL WORKSHOP ATTENDEES Grand Ballroom 9:00 AM 4:30 PM Workshop Essentials of Sponsored Research Administration WORKSHOP-BEGINNER Hawthorne 4:30 PM Workshop Current Challenges in Research Administration WORKSHOP-ADVANCED Longfellow Lunch WORKSHOP ATTENDEES Workshop Sunday Lunch Served to all Workshop Attendees Career Evolutions: Transitioning from Managing Grants to Managing People 9:00 AM 9:00 AM 9:00 AM 12:00 PM 4:30 PM 12:00 PM 12:45 PM 1:00 PM 4:30 PM Breakfast Workshop Workshop Excel for Research Administrators Uniform Guidance: Putting it Into Action! WORKSHOP-ALL WORKSHOP-ALL WORKSHOP-ADVANCED 8:00 PM 11:00 PM Start Time End Time Track Title of Session 6:30 AM 7:30 AM Networking Activities Yoga 8:00 AM 9:00 AM Breakfast 9:00 AM Welcome Address 10:15 AM 10:15 AM Continental Breakfast Welcome Address & Keynote: Dr. Geradine Hamilton "You on a Chip" 10:30 AM Break Coffee, Soda, Water and Snacks Served 10:30 AM 11:30 AM Leadership & Assessment It Takes a Village: Optimizing Communication between Central Offices and Schools/Departments 10:30 AM 11:30 AM Compliance 11:30 AM Federal Break Coffee, Soda, Water and Snacks Served ALL Pre-Function/Vendor Space 11:45 AM 12:45 PM Compliance Mission Possible: Export Control Protocols DISCUSSION-BEGINNER Hartley 11:45 AM 12:45 PM Best Practices for Billing and Collections DISCUSSION-ALL Rines A 10:30 AM 10:30 AM 10:30 AM 11:30 AM 11:45 AM 11:45 AM 11:45 AM 4:00 PM 11:30 AM 11:30 AM 11:45 AM ALL Jewett 9:00 PM 7:30 AM Hospitality Suite Winslow (Homer) Balcony Grand Ballroom 6:00 PM the week Welcome Reception with Musical Talents of The Matt Fogg Duo Networking Activities Jewett Orientation Runs through Reception DISCUSSION-NEWCOMERS Lobby 6:00 PM 5:15 PM Newcomers Orientation Session Room Networking Activities MONDAY, MAY 4, 2015 Registration Hospital PUI 12:45 PM Post-Award 12:45 PM Post-Award 12:45 PM Mission Possible Scavenger Hunt Post-Award Hospital Registration for all Attendees & Speakers Negotiating Challenging Terms in Agreements Implementing the FCOI Regulations - An Institutional Program Survey Where do I fit in? How Sponsored Programs works with Institutional Advancement OMB Uniform Guidance Update Presented in person by Victoria Collin, Policy Analyst, Office of Management and Budget Services Center Review: What Your Institution Should be Doing Going Paperless at a PUI: A Possible Dream? 2:00 PM 3:15 PM Leadership & Assessment 3:15 PM 3:15 PM 3:30 PM Leadership & Assessment 3:30 PM 4:30 PM Pre-Award 2:00 PM 3:15 PM Pre-Award Break Awards & Recognition Luncheon Coffee, Soda, Water and Snacks Served DISCUSSION-ALL CONCURRENT-ALL CONCURRENT-BEGINNER CONCURRENT-BEGINNER Winslow (Homer) Dinner Groups *Sign up sheets at Reg. Table(sign up by 12pm Monday) 8:00 PM Networking Activities Networking Activities Networking Activities Hospitality Suite Mission Possible Scavenger Hunt Longfellow Hawthorne ALL-REGISTERED 12:00 AM Jewett CONCURRENT-BEGINNER Chair Yoga Liquid Riot Bottling Company *Pre-Registration Required 9:00 PM Grand Ballroom Hartley Networking Activities Subrecipients and the New Uniform Guidance 6:00 PM Longfellow Pre-Function/Vendor Space CONCURRENT-ADVANCED Networking Activities Jewett ALL Interviewing Top and Bottom Enrollers Hospital Longfellow DISCUSSION-BEGINNER DISCUSSION-ADVANCED Post-Award the week Winslow (Homer) How to Organize a Collaborative Proposal with Subcontracts Using Data and Metrics to Aid in Decision Making to Improve Research Administration 4:30 PM 35 Runs through CONCURRENT-ALL CONCURRENT-ALL Jewett Winslow (Homer) 3:30 PM 4:30 PM Hawthorne CONCURRENT-ADVANCED Compliance 9:00 PM CONCURRENT-ALL Using Data and Metrics to Aid in Decision Making to Improve Research Administration 4:30 PM 3:30 PM Hartley DISCUSSION-ALL Hawthorne 3:30 PM 5:30 PM Pre-Function/Vendor Space DISCUSSION-ALL CONCURRENT-ALL Creating a Positive and Candid Culture in Your Office Who is the Stranger Working on this Grant? -Navigating Collaborators and Consultants An Overview of Oversight Committees: Human Subjects (IRB), Animal Subjects (IACUC), and Recombinant DNA and Biological Materials (IBCs) 4:30 PM Grand Ballroom ALL DISCUSSION-ADVANCED Leadership & Assessment 3:30 PM PLENARY-ALL Lobby Implementing the FCOI Regulations – A Discussion of Best Practices 4:30 PM 3:30 PM Grand Ballroom ALL Hartley PUI 2:00 PM ALL DISCUSSION-ALL 3:15 PM Compliance FITNESS STUDIO (BASEMENT) Winslow (Homer) 2:00 PM 3:15 PM Room ALL DISCUSSION-ALL Federal 2:00 PM Session Type & Audience Hawthorne 12:45 AM Lunch Presidential Suite Hotel & Surrounding Area CONCURRENT-ALL 11:45 AM 2:00 PM ALL Winslow (Homer) Formulas for Communication between Central Offices and Departments Financial Management of Federally Funded Clinical Trials from a Clinical Coordinating Center Perspective Follow up Discussion-OMB Uniform Guidance Update Presented in person by Victoria Collin, Policy Analyst, Office of Management and Budget 12:45 PM ALL Hartley Jewett Longfellow OPEN-ALL MEZZANINE (ABOVE THE LOBBY) ALL Portland Resturaunts ALL Presidential Suite ALL Liquid Riot Bottling Co. Hotel & SurroundingArea NCURA REGION I SPRING MEETING 2015 AT A GLANCE End Time Track 6:15 AM 7:15 AM Networking Activities Fun Run Session Type & Audience Room ALL Lobby ALL Grand Ballroom & Balcony Area DISCUSSION-ADVANCED Hartley 8:00 AM 9:00 AM 9:30 AM 10:30 AM Senior Forum 9:30 AM 10:30 AM Leadership & Assessment Maine Research Administrators Meeting DISCUSSION-ALL DISCUSSION-MAINE ADMINS Introduction to Clinical Research CONCURRENT-ALL 9:30 AM 4:00 PM 10:30 AM Registration Title of Session Registration is open for all Attendees & Speakers Continental Breakfast & Roundtable Discussions (Speaker Facilitated Tables of Current Topics ) Senior Forum Session-Advance Administrative Topics Discussed **Pre-Registration Required 7:30 AM Breakfast Post-Award Managing Project Closeouts Pre-Award Demystifying DARPA: A View from the Department Level 10:30 AM 10:30 AM 10:45 AM Compliance A Soup to Nuts Look at the Research Misconduct Investigation Process 10:45 AM 12:00 PM Senior Forum 10:45 AM 12:00 PM 9:30 AM 10:30 AM 9:30 AM 9:30 AM 10:45 AM 10:45 AM 10:45 AM 10:45 AM 12:00 PM 10:30 AM Hospital Break 12:00 PM Leadership & Assessment 12:00 PM Post-Award Hospital 12:00 PM Leadership & Assessment 1:45 PM Lunch 12:00 PM Pre-Award Lobby Jewett Rines A CONCURRENT-ALL Hawthorne CONCURRENT-ALL Winslow (Homer) Coffee, Soda, Water and Snacks Served Senior Forum Session-Advance Administrative Topics Discussed **Pre-Registration Required DISCUSSION-ADVANCED CONCURRENT-ALL Hawthorne Taming Training Grants CONCURRENT-ALL Longfellow Creating a Sponsored Research Community with Social Media First-Rate Fund Management: Building Strong Financial Fund Monitoring and Projection Processes to Keep your PIs Out of Trouble What NCURA Can Do for You More than Research: Promoting and Managing the Other Sponsored Programs ALL Longfellow DISCUSSION-ALL DISCUSSION-ALL Pre-Function/Vendor Space Hartley Jewett Rines A CONCURRENT-ALL Winslow (Homer) Pre-Award DISCSUSSION-ADVANCED Hartley Tips and Tricks for New DGA's: From Slamming Fists to Getting Hugs CONCURRENT-BEGINNER Hawthorne Winslow (Homer) 3:00 PM 2:00 PM 3:00 PM Post-Award 3:00 PM ALL National Updates & Program Reminders Luncheon Developing a New or Enhancing an Existing Research Development Office 2:00 PM 2:00 PM Compliance DISCUSSION-ADVANCED 3:00 PM 3:15 PM Compliance Break The Life Cycle of a Grants Office at PUIs OMB Uniform Guidance: I Don't Need Guidance, I Need Help Figuring out these New Rules! Coffee, Soda, Water and Snacks Served CONCURRENT-ALL ALL Pre-Function/Vendor Space 3:15 PM 4:15 PM PUI Talk the Talk, or Walk the Walk? Which One Is it for You? DISCUSSION-ALL Hartley 3:15 PM 4:15 PM CONCURRENT-ALL Hawthorne CONCURRENT-ALL Winslow (Homer) 3:15 PM 3:15 PM 3:15 PM 4:15 PM 4:15 PM 4:15 PM 5:30 PM 6:30 PM Post-Award Salary Billing Agreement Discussion Group Indirect Cost Rate Calculations and Negotiations from the Hospital Perspective Hospital Developing and Implementing Traditional and Non Traditional Training Programs for Research Administrators Leadership & Assessment Pre-Award Complex Budgeting for the Pre-Award Administrator Reception Starting or Restarting your Engagement with NCURA Reception CONCURRENT-ALL Jewett 3:00 PM 3:00 PM PUI Advanced Topics in Research Compliance Grand Ballroom 2:00 PM 2:00 PM DISCUSSION-ALL CONCURRENT-ALL ALL Longfellow Jewett Longfellow MEZZANINE (ABOVE THE LOBBY) 6:30 PM 11:00 PM Reception Mission Possible Dinner, Improv Show & Dancing ALL Grand BallRoom Runs through the week Networking Activities Mission Possible Scavenger Hunt ALL Hotel & Surrounding Area Start Time End Time Session Type & Audience Room WEDNESDAY, MAY 6, 2015 Track Title of Session 8:00 AM 9:00 AM 9:00 AM Registration Business Meeting & Breakfast Registration is open for all Attendees & Speakers Region I Business Meeting & Hot Breakfast ALL 9:00 AM 10:15 AM 10:15 AM PUI Compliance Negotiating Contracts at a PUI - Wearing All the Hats DISCUSSION-ALL 9:00 AM 10:15 AM 10:15 AM 10:30 AM Federal 10:30 AM 11:15 AM Leadership & Assessment Beverages Available Developing a Personalized Approach to Energy Management for Your Demanding Role 10:30 AM 11:15 AM 11:15 AM Federal Runs through 8:00 AM 9:00 AM 10:30 AM 36 TUESDAY, MAY 5, 2015 Start Time Break NSF-Updates: Session with Samatha Hunter Policy Specialist, Divisions of Institution & Award Support, Office of Budget, Finance & Award Management, NSF Fly America Act: What Is It & Why Does it Matter? CONCURRENT-ALL CONCURRENT-ALL ALL DISCUSSION-ALL Lobby Grand Ballroom Jewett Hawthorne Winslow (Homer) Pre-Function/Vendor Space Jewett Hawthorne 11:30 AM Networking Activities NIH-Updates: Virtual Session with the David Curren, Special Assistantto the Director, Division of Grants Policy, Office of Policy for Extramural Research Administration, OER, NIH, DHHS DISCUSSION-ALL Adjournment & iPad Mini Givaway CONCURRENT-ALL ALL Winslow (Homer) Winslow (Homer) the week Networking Activities Mission Possible Scavenger Hunt ALL Hotel & Surrounding Area 11:15 AM Post-Award Effective Compliance in a Shifting Regulatory Environment ALL 37 38 Thank You to Our Sponsors Platinum Level: Gold Level: Bronze Level: Other Sponsors: ITWorks 39 Restrooms Elevators to Guest Rooms & Top of the East Hawthorne Sub Level Lift Eastland Grand Ballroom Ramp Hallway Exit To Parking Garage & Forest Ave. Font Desk Lobby Winslow Homer Ballroom Main Level Loading Dock Coat Room Rines B Elevator to Spa, Fitness Center, and Mezzanine Lower Level Spa & Fitness Centers Hallway Elevator Restrooms Rines A Restrooms Ballroom Pre- Function Space Bell Station Stairs down to Meeting Room & Spa/Fitness Elevator Longfellow Mezzanine Level Elevator Management Offices 40 Business Center Sara Orne Jewett Elevator Marsden Hartley Hotel Entrance Below
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