Clinical Research Budget & Billing Mini Intensive - Program

Clinical Research Budget & Billing Mini-Intensive

March 26 - April 8, 2024
1:00 - 3:00 PM ET

Clinical research study budgeting & billing is highly complex and often misunderstood. In this course, presenters aim to teach learners the best practices for building a clinical research study budget and identifying the downstream impacts on the organization & patient experience. This course will cover pre-award & post-award topics to allow learners to wholistically understand coverage analysis, budget development, and clinical billing & sponsor invoicing.

Learners should walk away with an understanding of the fundamentals of budget development, including sponsor negotiations, direct & indirect costs, and budget templates. Areas of focus will include study documents & budget alignment, billing compliance & ethical considerations, effective negotiation practices, post-award financial management, & technology integrations. The mini-intensive will include real-world scenarios utilizing case studies and exercises to allow attendees to experience hands-on learning. 

Intended Audience

This intermediate level program is intended for mid-level clinical research professionals, including research coordinators and administrators, with limited exposure to clinical research budget & billing. Attendees should have a basic understanding of what defines a clinical research study. 

Learning Objectives

  • How To: successfully approach a clinical research study budget from “cradle to grave” & obtain a broad understanding of clinical research study budget development and overall financial & billing compliance
  • Identifying institutional resources & stakeholders impacted by clinical research
  • Review and understand the downstream effect of systematic impact on organization revenue & patient experience 

Course Details

Online Classroom:
  • Intensive sessions will be held via Zoom.
  • You will receive login details and instructions on accessing the online classroom environment upon enrollment.
Connect Pages:
  • Access to Connect Pages will be provided upon enrollment in the course.
  • Connect Pages serve as the central hub for meeting recordings and communication.
CEU Credits:
  • This course is eligible for 6 Continuing Education Units (CEU) credits.
  • Participants who successfully complete the course and meet the evaluation criteria will receive a certificate of completion along with documentation of the earned CEU credits.

Program Instructors

Tracie Bistany

Associate Director, Oncology Research Finance

Levine Cancer Institute

Chelsie Willoughby

Division Administrator, Division of Gastroenterology/Hepatology

Indiana University Department of Medicine

Brian J. Sevier, PhD

Chief Operations Officer

Yale Center for Clinical Investigation

Kelly Denney

Associate Director, Financial  Compliance

Office of Clinical Research for Indiana