Quality & Monitoring
Risk-Based Quality Management
Central Monitoring and Signal Detection

As clinical trials modernize, the way that companies think about quality and risk in the design and conduct of a study must evolve as well. SCOPE’s 13th Annual Quality & Monitoring stream will provide an opportunity for clinical operations leaders to exchange best practices, case studies, and in-depth strategies for integrating a risk-based approach throughout the clinical research cycle, from study design to monitoring activities. Industry leaders in RBQM will come together alongside changemakers from other functional areas to collaboratively work towards integrating quality throughout clinical study. The program will also feature new technologies and innovative ways that studies are monitored and analyzed. This program will explore ways of leveraging RBQM technologies to achieve study plan goals, the impact of ICH E6 R3 on study conduct, the application of AI tools and data analytics to power a risk-based approach, and key insights for regulatory compliance. 





Preliminary Agenda

SCALING RBQM TO THE PORTFOLIO LEVEL

Seeing the Bigger Picture: Why Risk Assessment must Extend beyond Individual Studies

Photo of Danilo Branco, Associate Director, Risk Based Quality Management Lead, BeOne Medicines , Associate Director, Risk Based Quality Management Lead , BeOne Medicines
Danilo Branco, Associate Director, Risk Based Quality Management Lead, BeOne Medicines , Associate Director, Risk Based Quality Management Lead , BeOne Medicines
Photo of Yiwen Sun, Associate Director and Risk-Based Quality Management Lead, BeOne Medicines , Associate Director, Risk Based Quality Management Lead , Global Statistics & Data Science , BeiGene
Yiwen Sun, Associate Director and Risk-Based Quality Management Lead, BeOne Medicines , Associate Director, Risk Based Quality Management Lead , Global Statistics & Data Science , BeiGene

With study-level risk assessment firmly embedded in clinical development, organizations are increasingly recognizing the need for a broader perspective. This presentation explores how portfolio-, asset-, and process-level risk assessments uncover cross-study trends, strategic vulnerabilities, and operational challenges that may be missed at the study level alone. Learn how a multi-level risk approach can enhance decision-making, quality oversight, and development success.

Scaling Enterprise Risk-Based Quality Management: From Study Oversight to Portfolio Impact

Photo of Jennifer A Emerson, PhD, Head, Quality Data Analytics & Risk Management, Boehringer Ingelheim Intl GmbH , Head , Quality Data Analytics & Risk Management , Boehringer Ingelheim Pharma GmbH & Co. KG
Jennifer A Emerson, PhD, Head, Quality Data Analytics & Risk Management, Boehringer Ingelheim Intl GmbH , Head , Quality Data Analytics & Risk Management , Boehringer Ingelheim Pharma GmbH & Co. KG
Photo of Paula Walker, Global Head, Risk Based Quality Management, Roche , Global Head RBQM , RBQM , Roche/Genentech
Paula Walker, Global Head, Risk Based Quality Management, Roche , Global Head RBQM , RBQM , Roche/Genentech

Risk-Based Quality Management (RBQM) is evolving from study-specific monitoring into an enterprise-wide capability that aligns strategic priorities with evidence generation that directly enables clinical development portfolios. Learn how organizations can scale from study-specific to enterprise RBQM. Participants will gain practical strategies to strengthen data-driven oversight, governance, and continuous learning, enabling sustainable, scalable quality management across functions and development programs. Ultimately, getting products through to patients faster through impactful risk management.

LEVERAGING AI IN QUALITY

Data Framework for an AI-Powered Digital QMS: From Document-Centric Control to Data-Centric Process Acceleration

Photo of Roshan D'Souza, Head, Quality Excellence Digital, PDQ, F Hoffmann La Roche AG , Head, Quality Excellence Digital , PDQ , F Hoffmann La Roche AG
Roshan D'Souza, Head, Quality Excellence Digital, PDQ, F Hoffmann La Roche AG , Head, Quality Excellence Digital , PDQ , F Hoffmann La Roche AG
Photo of Oliver Fink, Head, Learning, Processes & Digitalization, Boehringer Ingelheim , Head Learning, Processes and Digitalization , Learning, Processes & Digitalization , Boehringer Ingelheim
Oliver Fink, Head, Learning, Processes & Digitalization, Boehringer Ingelheim , Head Learning, Processes and Digitalization , Learning, Processes & Digitalization , Boehringer Ingelheim

Is your quality management system trapped in a "digital illusion?" As R&D accelerates and global regulations multiply, static documents create silos that stall innovation and block the true potential of AI. This presentation outlines a strategic paradigm shift: replacing legacy file libraries with a dynamic, data-driven ecosystem. By deconstructing QMS content into granular, tagged data points, organizations can build a living, adaptable system. Join us to explore core concepts and industry use cases, and discover how structured data unlocks predictive AI, instant regulatory agility, and unprecedented operational efficiency.

A Practical Framework for AI in Quality

Photo of Jennifer Hebert, Principal Quality Lead, Quality Assurance Programs, Roche/Genentech , Principal Quality Lead , Quality Assurance Programs , Genentech Inc
Jennifer Hebert, Principal Quality Lead, Quality Assurance Programs, Roche/Genentech , Principal Quality Lead , Quality Assurance Programs , Genentech Inc
Photo of Mandy White, Senior Quality Lead, Roche/Genentech , Senior Quality Lead , Genentech
Mandy White, Senior Quality Lead, Roche/Genentech , Senior Quality Lead , Genentech

Not every problem in quality and audit calls for AI. Deterministic logic, analytics, or pattern matching often beat generative models on speed, cost, and reproducibility. This session offers a practical framework for matching the tool to the problem: probabilistic versus deterministic logic, use cases from audit and disclosure workflows, new FDA expectations for documented human oversight of AI output, and a human-in-the-loop checklist attendees can apply.

From Experiment to Embedded: Realizing the Potential of AI in Drug Development Quality Processes

Photo of David Donohue, Head, Central Quality Services and Solutions, R&D Quality & Risk Management, GSK , Head, Central Quality Services and Solutions , R&D Quality & Risk Management , GSK
David Donohue, Head, Central Quality Services and Solutions, R&D Quality & Risk Management, GSK , Head, Central Quality Services and Solutions , R&D Quality & Risk Management , GSK

Quality in drug development has long been reactive. AI offers something fundamentally different—quality that is predictive, connected, and embedded across the product lifecycle. But realizing that potential demands more than technology, it requires a shift in mindset, deliberate capability building, and a structured approach to experimentation. This talk draws on nearly three decades of quality and regulatory systems transformation to explore how organizations can move from isolated pilots to embedded AI capability across the full quality event lifecycle.

Panel Moderator:

PANEL DISCUSSION:
AI in RBQM: How Much of the Work Is Really Being Done?

Ted Thendral, Director, RBQM, Daiichi Sankyo Co., Ltd. , Director , RBQM , Daiichi Sankyo Co Ltd

Tech leaders now report that AI is generating 20%, 30%, or even 50% of work previously performed by humans. But if we asked the same question in RBQM, could anyone answer it? This panel explores where AI is truly creating value, what tasks it is actually performing, how organizations are measuring impact, and whether the industry's claims match reality. Is AI transforming RBQM, or are we still in the hype cycle?

CRA ENGAGEMENT AND ENABLEMENT

Signal to Action: What Effective CRA Evaluation Looks Like

Photo of Rachael Geedey, Associate Director, RBQM, ClinOps, Gilead , Associate Director, RBQM , ClinOps , Gilead
Rachael Geedey, Associate Director, RBQM, ClinOps, Gilead , Associate Director, RBQM , ClinOps , Gilead

Every signal tells a story, but not every signal represents risk. Today's CRAs are being asked to evaluate new types of data-driven insights, apply site context, and determine when action is truly warranted. This session explores how effective CRA evaluation goes beyond reviewing dashboards to uncover root causes, distinguish meaningful risk from operational noise, and make informed, consistent decisions. Attendees will gain practical strategies for translating insights into targeted actions that strengthen patient safety, data quality, site performance, and overall study execution.

Panel Moderator:

PANEL DISCUSSION:
RBQM Success Depends on CRAs: Are Sponsors and CROs Doing Enough?

Jenn Krohn, MS, Director, RBQM, Clinical Operations, Gilead Sciences, Inc. , Director , RBQM, Clinical Operations , Gilead

RBQM relies on more than risk detection—it depends on effective action. CRAs play a critical role in translating centralized monitoring insights, source-review findings, and site engagement into meaningful risk mitigation. Yet as clinical trials become increasingly complex and data-driven, are sponsors and CROs doing enough to ensure CRAs are equipped to deliver high-quality monitoring in today's RBQM environment? This panel will explore the evolving role of the CRA, the organizational responsibility for developing monitoring capabilities, and practical approaches to strengthening training, critical thinking, and site engagement to improve risk management, oversight, and trial quality.

CENTRALIZED MONITORING AND SIGNAL DETECTION

Closing the Loop: Did our Centralized Monitoring Actions Actually Work?

Photo of Kristin Stallcup, MS, Director, RBQM Operations, Takeda , Director, RBQM Operations , RBQM Operations , Takeda
Kristin Stallcup, MS, Director, RBQM Operations, Takeda , Director, RBQM Operations , RBQM Operations , Takeda

Centralized monitoring generates a significant volume of actions, but it can be difficult to know whether those actions truly reduced risk or simply closed a finding. This session shares a practical approach to measuring action effectiveness by connecting risks, signals, actions, and outcomes. I will discuss challenges, our work evaluating effectiveness, and how these insights can support more meaningful risk-based quality management.

Panel Moderator:

PANEL DISCUSSION:
From Data Noise to Decision: Making RBQM Work at Scale

Alanna Slaeker, Associate Director & Oncology Global Lead; Central Monitoring, Data Surveillance, Clinical Data Sciences & Information Management, Pfizer , Associate Director, Oncology Global Lead – Central Monitoring , Data Surveillance, Clinical Data and Information Sciences Pfizer Research and Development , Pfizer

Panelists:

Kristen Pike, Associate Director, Central Monitor, Pfizer Inc. , Associate Director, Central Monitor , Pfizer

NAVIGATING A CHANGING REGULATORY ENVIRONMENT

Operation Trialblazer and Beyond: What Emerging Regulatory Signals Mean for Clinical Operations

Photo of Ann Meeker-O'Connell, Executive Director, Monitoring Excellence Head, Novartis , Executive Director, Monitoring Excellence Head , Novartis
Ann Meeker-O'Connell, Executive Director, Monitoring Excellence Head, Novartis , Executive Director, Monitoring Excellence Head , Novartis

The regulatory landscape is evolving rapidly. Initiatives such as HHS's Operation Trialblazer and emerging proposals from FDA, MHRA, and other health authorities are signaling potential shifts in how clinical trials are designed, overseen, and executed. While many changes are still taking shape, today's policy discussions often become tomorrow's operational expectations. This session will explore emerging regulatory trends, their potential implications for clinical operations, and opportunities to rethink traditional approaches to trial execution. Participants will leave with practical insights and key questions to consider now in order to prepare for the future regulatory environment.

Cheryl A. Grandinetti, FDA , Associate Director for Clinical Policy , FDA

SCOPE Plenary Keynote - Monday

MONDAY GOLF, WORKSHOPS & USER GROUPS

SCOPE’s 6th Annual Masters of Clinical Research Golf Tournament* (Sponsorship Opportunities Still Available)

*Separate Registration Required

OPEN WORKSHOP: Modernizing Informed Consent: AI, Automation, and Ethics in Global Clinical Trials

MONDAY AFTERNOON PLENARY SESSION

Grab Your Seat: Early-Bird Seat Golden Ticket Raffle & Prize Giveaway*

Photo of Micah Lieberman, Executive Director, SCOPE, Cambridge Healthtech Institute , Executive Director , Cambridge Healthtech Institute
Micah Lieberman, Executive Director, SCOPE, Cambridge Healthtech Institute , Executive Director , Cambridge Healthtech Institute

*Must be present to win!

Organizer's Welcome Remarks & 5th Annual Masters of Clinical Research Golf Tournament Awards and Jacket Signing

Photo of Micah Lieberman, Executive Director, SCOPE, Cambridge Healthtech Institute , Executive Director , Cambridge Healthtech Institute
Micah Lieberman, Executive Director, SCOPE, Cambridge Healthtech Institute , Executive Director , Cambridge Healthtech Institute

Panel Moderator:

KEYNOTE INTERACTIVE PANEL: Solving the Enrollment Crisis: Bridging Clinical Care and Clinical Research

Ken Getz, Executive Director and Professor, Tufts Center for the Study of Drug Development, Tufts University School of Medicine , Executive Director and Professor, Tufts Center for the Study of Drug Development. , Tufts University School of Medicine

Panelists:

Zhanna Jumadilova, MD, Biopharmaceutical Physician Executive, Pragmatic Clinical Trials, R&D, Pfizer , Pragmatic Trials Clinical Lead , Pragmatic Clinical Trials, R&D , Pfizer

Elizabeth Rogers, Vice President, Head, R&D Clinical Operations, Portfolio Development, CSL Behring , VP , Head, R&D Clinical Operations, Portfolio Development , CSL Behring

SCOPE Announcements: Tips for Getting the Most out of SCOPE

Micah Lieberman, Executive Director, SCOPE, Cambridge Healthtech Institute , Executive Director , Cambridge Healthtech Institute

Panel Moderator:

KEYNOTE INTERACTIVE PANEL: SCOPE's 4th Annual Site Innovation Awards

Irfan Khan, CEO, Circuit Clinical , CEO , Circuit Clinical

Amanda Wright, Co-Founder & Senior Vice President, Healthcare Alliance, Javara , Co-Founder & SVP , Healthcare Alliance , Javara

Panelists:

Karen Correa, PhD, Vice President, Development Operations, Boehringer Ingelheim , Vice President , Clinical Development Operations , Boehringer Ingelheim

Angela DeLuca, Vice President, Global Head, Site Management & Monitoring, AstraZeneca , VP & Global Head Site Management & Monitoring , Site Management & Monitoring , AstraZeneca

Joe Dustin, Senior Director, Digital Clinical Development, Sanofi , Senior Director, Digital Clinical Development , Digital Clinical Development , Sanofi

Sean Soth, Senior Vice President, Strategy and Global Business Partnerships, SCRS , Senior Vice President , Society for Clinical Research Sites (SCRS)

Panel Moderator:

KEYNOTE INTERACTIVE PANEL: SCOPE's 11th Annual Participant Engagement Awards

Micah Lieberman, Executive Director, SCOPE, Cambridge Healthtech Institute , Executive Director , Cambridge Healthtech Institute

Kelly McKee, Vice President, Strategy & Transformation, Science 37; Co-Creator of the SCOPE Participant Engagement Award , Vice President, Strategy & Transformation , Science37

David Sall, President & CEO, Marketing, Patient Enrollment Advisors LLC; Co-Creator of the SCOPE Participant Engagement Award , President & CEO , Marketing , Patient Enrollment Advisors LLC

Panelists:

Andrea Bartucca, Director, Trial Awareness and Recruitment, Rapport Therapeutics , Director, Trial Awareness , Trial Awareness and Recruitment , Rapport Therapeutics

Savine DaCosta, PhD, Clinical Trial Access and Representation Site Lead, Biogen , Clinical Trial Access and Representation Site Lead , Biogen

Anita Difrancesco, Senior Vice President, Clinical Operations, Endeavor Biomedicines , SVP , Clinical Operations , Endeavor Biomedicines

Gretchen Goller, Head, Recruitment and Retention, Pfizer Inc. , Head , Recruitment and Retention , Pfizer Inc.

April Lewis, Clinical Solutions, PatientPartner; Strategic Advisor, ZS , Sr. Director, Innovative Health , Global Development , Johnson & Johnson Innovative Medicine

Wendy Lurrie, Acting Head of Comms, BestGuessistan , Acting Head of Comms

Adrienne Walstrum, Senior Director, Global Trial Optimization, Merck , Senior Director , Global Trial Optimization , Merck & Co

Kate Wilson, Senior Director, Head of Global Clinical Trial Access & Representation, Biogen , Senior Director , Head of Global Clinical Trial Access & Representation , Biogen

SCOPE's Opening Happy Hour (Sponsorship Opportunities Available)

SCOPE Plenary Keynote - Tuesday

TUESDAY MORNING EXERCISE & COFFEE

SCOPE's Morning Fun Run! (Sponsorship Opportunities Available)

COORDINATOR: 

Bridget Kotelly, Senior Director, Cambridge Healthtech Institute

Get up & Go Specialty Coffee (Sponsorship Opportunities Available)

TUESDAY PLENARY KEYNOTE SESSION

SCOPE’s Stretch Break & Annual T-Shirt Toss (Sponsorship Opportunity Available)

Photo of Micah Lieberman, Executive Director, SCOPE, Cambridge Healthtech Institute , Executive Director , Cambridge Healthtech Institute
Micah Lieberman, Executive Director, SCOPE, Cambridge Healthtech Institute , Executive Director , Cambridge Healthtech Institute

Grab Your Seat: Early-Bird Seat Raffle & Prize Giveaway!* (Sponsorship Opportunity Available)

Photo of Micah Lieberman, Executive Director, SCOPE, Cambridge Healthtech Institute , Executive Director , Cambridge Healthtech Institute
Micah Lieberman, Executive Director, SCOPE, Cambridge Healthtech Institute , Executive Director , Cambridge Healthtech Institute

*Must be present to win!

KEYNOTE FIRESIDE CHAT: The Other Side of Drug Development: A Pharma Leader's Journey as a Rare Disease Parent

Craig Lipset, Co-Chair, Decentralized Trials & Research Alliance (DTRA); Advisor, Buffalo Initiative , Co-Chair , Decentralized Trials & Research Alliance (DTRA)

Michelle Werner, Executive Vice President, President, North America, Ipsen, Rare Disease Mom and Advocate , EVP , President, North America , Ipsen

For leaders who have spent their careers developing medicines, the experience of navigating a rare disease within their own family can bring an entirely different perspective to the urgency, complexity, and human impact of drug development. This fireside conversation will explore that intersection: what changes when an industry leader experiences drug development and clinical research as a parent, what the industry can learn from that perspective, and how it can inform the way we develop medicines and design clinical trials for patients and families.

KEYNOTE FIRESIDE CHAT: From Reform to Implementation: FDA’s New Clinical Trial Innovation Office and Operation Trialblazer

Photo of Kevin Bugin, PhD, Associate Vice President, Head, Global Regulatory Policy and Intelligence, Amgen , Head , Regulatory Policy and Intelligence , Amgen
Kevin Bugin, PhD, Associate Vice President, Head, Global Regulatory Policy and Intelligence, Amgen , Head , Regulatory Policy and Intelligence , Amgen

FDA’s clinical-trial modernization agenda is moving from policy ambition to implementation. This plenary discussion will explore the new clinical-trial-innovation office being established within CDER’s Office of Medical Policy, Operation Trialblazer, and related FDA priorities. The conversation will focus on the office’s intended role, near-term priorities, opportunities to leverage existing industry capabilities, and what sponsors, sites, and research partners should anticipate as the work takes shape.

Welcome to SCOPE Europe 2027—Saddle up for the Future of Clinical Trials

Photo of Micah Lieberman, Executive Director, SCOPE, Cambridge Healthtech Institute , Executive Director , Cambridge Healthtech Institute
Micah Lieberman, Executive Director, SCOPE, Cambridge Healthtech Institute , Executive Director , Cambridge Healthtech Institute

Panel Moderator:

KEYNOTE INTERACTIVE PANEL: From Years to Months: Is Radical Acceleration in Clinical Research Finally Possible?

Micah Lieberman, Executive Director, SCOPE, Cambridge Healthtech Institute , Executive Director , Cambridge Healthtech Institute

Panelists:

Christoph Koenen, MD, Head of Clinical Development & Operations, Pharma R&D, Bayer , Head of Clinical Development & Operations , Pharma Research & Development , Bayer

Grand Opening Coffee & Refreshment Break in the Exhibit Hall (Sponsorship Opportunities Available)—Best of Show Voting Opens

SCOPE Plenary Keynote - Wednesday

WEDNESDAY PLENARY KEYNOTES

Organizer's Welcome Remarks

Micah Lieberman, Executive Director, SCOPE, Cambridge Healthtech Institute , Executive Director , Cambridge Healthtech Institute

Panel Moderator:

KEYNOTE INTERACTIVE PANEL: The Digital Transformation of Clinical Trials: From Protocol to Patient

Darren Weston, Head, Integrated Data Analytics and Reporting, Johnson & Johnson , Head , Integrated Data Analytics and Reporting , Johnson & Johnson

Panelists:

Michael Cantor, Vice President, Data Technology & Innovation, Regeneron Pharmaceuticals, Inc. , Vice President , Data Technology & Innovation , Regeneron Pharmaceuticals Inc

Justine Rochon, Senior Vice President, Head of R&D Data and Quantitative Sciences, Takeda , SVP , Head of R&D Data and Quantitative Sciences , Takeda

Sammi Rui Tang, PhD, Senior Vice President & Global Head, Quantitative Sciences & Evidence Generation, Astellas Pharma, Inc. , Sr VP & Global Head , Quantitative Sciences & Evidence Generation , Astellas Pharma Inc

Rachel Nering, Vice President, Head of Early Development and eDevelopment, Sanofi , VP , Head of Early Development and eDevelopment , Sanofi

SCOPE’s Booth Crawl (Sponsorship Opportunities Available) & Last Chance for Exhibit Viewing

SCOPE Plenary Keynote - Thursday

THURSDAY PLENARY KEYNOTES

Organizer's Welcome Remarks

Micah Lieberman, Executive Director, SCOPE, Cambridge Healthtech Institute , Executive Director , Cambridge Healthtech Institute

KEYNOTE PRESENTATION: Case Study: AI and the R&D Revolution: Reinventing Drug Development from Discovery to Clinical Trials

Photo of Dan Sheeran, Vice President & General Manager, Healthcare & Life Sciences, AWS , VP & GM Healthcare & Life , Healthcare & Life Sciences , AWS
Dan Sheeran, Vice President & General Manager, Healthcare & Life Sciences, AWS , VP & GM Healthcare & Life , Healthcare & Life Sciences , AWS

AI is reshaping R&D from discovery through clinical development. This case study will explore how organizations are applying AI at scale to accelerate innovation, improve decision-making, and transform how new medicines are developed.

Panel Moderator:

KEYNOTE INTERACTIVE PANEL: The New Clinical Development Operating Model

Kristi Koontz, Vice President, Global Study and Site Operations, Amgen , VP , Global Study and Site Operations , Amgen

Panelists:

David Carruthers, Vice President, BioPharmaceuticals R&D Clinical Operations, AstraZeneca , Vice President , BioPharmaceuticals R&D Clinical Operations , AstraZeneca

Nick Hodges, Senior Vice President & Head, Clinical Development Operations & R&D Transformation Office, Ipsen , SVP, Head of Global Clinical Development , Global Clinical Operations , Ipsen

Henry Wei, MD, Executive Director, Development Innovation, Regeneron , Executive Director , Development Innovation , Regeneron Pharmaceuticals Inc

Closing Remarks & Lunch for Here or on the Go!

SCOPE Summit 2027 Adjourns


SCOPE Track Summariese

2027 Conference Programs