1. science
2. medicine
3. medical research

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 No more program books which are often outdated when they go to print!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
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MISSION POSSIBLE: You Can Get There From Here
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MISSION POSSIBLE: You Can Get There From Here
REGION I BRONZE LEVEL SPONSORS
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Meeting Highlights
Sunday
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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.
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Monday
Evening:
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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.
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Tuesday:
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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 (dsalvati@partners.org) to register and include
topics for discussion.
Meeting Highlights
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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.
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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!
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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.
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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.
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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.
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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
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5/3/15
8:00 AM - 9:00 AM
Breakfast
Audience: All
Continental Breakfast -Workshop Attendees
Location: Balcony - Grand Ballroom
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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
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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
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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)
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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
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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
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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)
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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
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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)
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5/4/15
7:30 AM - 4:00 PM
Audience: All
Registration
Registration for all Attendees & Speakers
Location: Lobby
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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
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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
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10:15 AM - 10:30 AM
5/4/15
Audience: All
Break
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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
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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
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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
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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)
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5/4/15
11:30 AM - 11:45 AM
Break
Audience: All
Coffee, Soda, Water and Snacks Served
Location: Pre-Function/Vendor Space
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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
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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
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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
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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)
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5/4/15
12:45 PM - 2:00 PM
Lunch
Audience: All
Awards & Recognition Luncheon
Location: Grand Ballroom
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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
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Location: Hartley
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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
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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 (dsalvati@partners.org) 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 (dsalvati@partners.org) 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