Site Partnering, Engagement & Operations
Building Strategic Sponsor-Site Partnerships
Tech and Collaboration to Streamline Start-Up and Reduce Site Burden

The growing demand for sites with access to targeted patient populations—alongside increasingly complex protocols and the operational burden of proliferating technologies—requires new ways of working together to modernize clinical trials for the future. SCOPE’s 3rd Annual Site Partnering, Engagement & Operations stream brings together sponsors, sites, and other critical stakeholders including CROs, technology providers, and patient-facing partners to explore how stronger collaboration, aligned incentives, and shared innovation can lead to more efficient, inclusive, and sustainable trial delivery. With a strong focus on education, alignment, and collaboration, this stream equips both sites and sponsors with the tools and perspectives needed to drive more efficient, inclusive, and sustainable trial operations.





Monday, March 1

SCOPE'S 6TH ANNUAL MASTERS OF CLINICAL RESEARCH GOLF TOURNAMENT

Golf Check-In & Breakfast Buffet

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

Network on the greens at SCOPE's 6th Annual Golf Tournament!  Visit the SCOPE website for player and sponsorship opportunities. 
*Limited space available. Must be registered for SCOPE. Separate registration and fee required.

PRE-CONFERENCE WORKSHOPS, USER GROUPS, & NETWORKING EVENTS (IN-PERSON ONLY)

– 3:00pm Evinova Workshop

See the Workshops & User Groups page for details.

– 3:45 pm SCOPE'S Pickleball Networking Session: Paddles & Partnerships

Kick off the SCOPE 2027 conference with food, fun, and pickleball! Whether you're a pickleball pro or have never picked up a paddle, this event is perfect for everyone. Limited spots available. See the Workshops & User Groups page for details.

– 3:30 IQVIA Innovation Day

See the Workshops & User Groups page for details.

– 3:30 MAXIS AI Workshop

See the Workshops & User Groups page for details.

Registration Open

Golf Lunch Buffet (Sponsorship Opportunities Available)

Close of the Masters of Clinical Research Golf Tournament

Monday Plenary Keynote Session

MONDAY OPENING PLENARY: PATIENTS, SITES & THE FUTURE OF CLINICAL RESEARCH

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

*Must be present to win.

Organizer's Welcome Remarks & 6th Annual Masters of Clinical Research Golf Tournament Awards and Jacket Signing

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

Sarah Bednarski, MS, Senior Director, Head Clinical Operations (ad interim), BlueRock Therapeutics , Sr. Director, Head Clinical Operations (ad interim) , Clinical Operations , BlueRock 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

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

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

Dianne Paraoan, Director, Office of Medical Policy, Office of New Drugs, CDER, FDA , Director , Office of Medical Policy, Office of New Drugs, CDER , FDA

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.

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:

Nikki Amaratunge, Vice President, Clinical Development Operations, Head of Clinical Site Management, AbbVie, Inc. , VP Clinical Dev Operations , Head of Clinical Site Management , AbbVie

Susan Griffing, Vice President, Late Development Oncology Clinical Operations, AstraZeneca , VP, Clinical Operations - Late Stage Oncology , Late Development Oncology Clinical Operations , AstraZeneca

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

Melinda M. Rottas, Vice President, Head of Optimization, Analytics & Recruitment Solutions, Pfizer Inc. , VP, Head of Optimization , Analytics & Recruitment Solutions , Pfizer Inc

SCOPE's Kickoff Reception—Welcome to the Wild Wild West! (Sponsorship Opportunities Available)

Saddle up and kick off SCOPE the right way! Reunite with friends, make new connections, and soak up the Florida vibes at a Wild Wild West showdown you won't want to miss.

Close of Day

Tuesday, March 2

TUESDAY MORNING EXERCISE & COFFEE

Sunrise Yoga: In Gratitude for Clinical Research Participants

Start your day with movement, mindfulness, and gratitude. Join us at sunrise for an all-levels yoga session honoring the invaluable contributions of clinical research participants. Led by a trained instructor, this restorative practice will focus on mindful movement, breath, and grounding—no experience necessary. Yoga begins at 6:30 am; mats and towels are provided.
Stay afterward for a complimentary breakfast and fitness-inspired gift! Proceeds from this event help support CISCRP's mission. 

Registration Link Coming Soon!

SCOPE's 5K Rise and Shine Fun Run! (Sponsorship Opportunities Available)

Lace up and start your SCOPE day on the move! Join SCOPE's Coordinators for the 5K Rise and Shin Fun Run/Walk. Run, jog, walk, or chat your way through the course—ALL abilities are welcome. It's a fun, informal way to get moving and connect with fellow attendees. Full details to come, so don't forget your sneakers! 

Registration Open

Get Up and Go Specialty Coffee (Sponsorship Opportunities Available)

Start your day with a little extra fuel! Grab made-to-order specialty coffee and sweet bites, courtesy of our sponsors.

Tuesday Morning Opening Plenary Keynotes

TUESDAY PLENARY: RETHINKING THE SPEED AND SHAPE OF CLINICAL DEVELOPMENT

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

Arrive early and you could leave a winner! Grab your seat and enter SCOPE’s Early Bird Seat Raffle for a chance to win an exciting prize. Don’t be late—*Must be present to win!

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

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

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

Craig Lipset, Founder, Advisor, Clinical Innovation Partners; Co-Chair, Decentralized Trials & Research Alliance (DTRA) , Co Chair , Decentralized Trials & Research Alliance DTRA

Casey McPherson, CEO and Founder, AlphaRose Therapeutics , CEO and Founder , AlphaRose Therapeutics

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.

Panel Moderator:

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

Micky Cohen-Wolkowiez, MD, PhD, Executive Director, i-Cubed, Duke Clinical Research Institute , i-Cubed Executive Director , Duke Clinical Research Institute

Panelists:

Meghana Chalasani, Associate Director for Clinical Trial Innovation, Office of New Drugs, FDA CDER , Associate Director for Clinical Trial Innovation , Office of New Drugs , FDA CDER

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

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

Patrick Loerch, Senior Vice President, Clinical Data Science, Gilead Sciences , SVP Clinical Data Science , Clinical Data Science , Gilead Sciences

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

Grand Opening Coffee & Refreshment Break in the Exhibit Hall —Best of Show Voting Opens

Step into SCOPE’s one-of-a-kind exhibit hall! With 300+ leading clinical trial technology and service companies, it’s the place to discover new partners and reconnect with familiar ones. Cast your vote for SCOPE’s Best of Show, recharge with coffee, snap a photo, and don’t forget your comfy shoes—you’ll have miles to explore!

Part 1: Building Strategic Sponsor-Site Partnerships

Tuesday AM Tracks

BUILDING SCALABLE SPONSOR-SITE PARTNERSHIPS

From Transactional to Transformational: Building Scalable Sponsor-Site Partnerships

Photo of Ye Chin Lee, Vice President, Strategic Research Operations, Hospital Integrated Research Organization, Mass General Brigham , VP Strategic Research Operations , Hospital Integrated Research Organization , Mass General Brigham
Ye Chin Lee, Vice President, Strategic Research Operations, Hospital Integrated Research Organization, Mass General Brigham , VP Strategic Research Operations , Hospital Integrated Research Organization , Mass General Brigham

Collaborative sponsor-site partnerships are critical to clinical research success, yet many collaborations remain transactional, study-specific, and difficult to scale. This session features an open discussion between sponsor and Mass General Brigham leaders on practical strategies for building sustainable, enterprise-wide partnerships that improve study design, accelerate startup, and streamline execution. Attendees will learn how integrated workflows, data-driven decision-making, and transparent communication foster more predictable, efficient, and mutually beneficial research collaborations.

AMRC/ Tufts University Study: Quantitative Site Feedback on Areas for Sponsors to Improve Performance

Photo of 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
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
Photo of Jim Kremidas, Executive Director, Association of Clinical Research Professionals , Exec Dir , Association of Clinical Research Professionals
Jim Kremidas, Executive Director, Association of Clinical Research Professionals , Exec Dir , Association of Clinical Research Professionals

Sponsors have consistently collected metrics on site performance for years. However, study performance is only controlled by sites to a certain extent. The actions (or lack thereof) that sponsors take also affect performance. Tufts and AMRC have collaborated on the collection of data from sites which indicates areas that sponsors can improve upon to support site operational efficiency. Specific metrics will be introduced with ratings of performance by sponsors in those areas.

Insight to Impact: Connecting Data, Experience, and Action

Photo of Jessica Hotter Utzig, Senior Global Portfolio Strategy & Optimization Lead, Gilead Sciences, Inc. , Sr. Global Portfolio Strategy & Operations — Oncology , Gilead
Jessica Hotter Utzig, Senior Global Portfolio Strategy & Optimization Lead, Gilead Sciences, Inc. , Sr. Global Portfolio Strategy & Operations — Oncology , Gilead
Photo of Scott Welden, Associate Director, Oncology Portfolio Delivery, Gilead Sciences, Inc. , Assoc Dir Oncology Portfolio Delivery , Oncology Clinical Operations , Gilead Sciences Inc
Scott Welden, Associate Director, Oncology Portfolio Delivery, Gilead Sciences, Inc. , Assoc Dir Oncology Portfolio Delivery , Oncology Clinical Operations , Gilead Sciences Inc

Clinical trial strategy is informed by data, yet patient, site, and study team experiences are not always reflected in operational strategy. This session examines examples of how analytical approaches were integrated with stakeholder experience to shape evidence-based strategies grounded in the patient voice. By aligning data with experience, clinical trial teams can develop smarter strategies, strengthen engagement, and deliver more meaningful impact for patients and research sites.

Panel Moderator:

PANEL DISCUSSION:
4 “T”s of Collaborative Trial Dynamics among Sites, Sponsors, and CROs: Timely, Transparent, Transformative, and Tech

Carlos E. Orantes, CEO, Alcanza Clinical Research , CEO , Alcanza Clinical Resarch

Panelists:

Andrea Bastek, Vice President, Market Strategy, Florence Healthcare , VP of Market Strategy , Florence Healthcare

Marta León, Senior Vice President, Site Activation Center of Excellence, Parexel , Senior Vice President, Site Activation Center of Excellence , Operational Excellence, Delivery & Innovation (OEDI) , Parexel

Ian Wyglendowski, Vice President, Global Head of Strategic Clinical Partnering, UCB

Sponsored Networking Luncheon

Recharge, refuel, and connect over lunch—compliments of SCOPE sponsors! Enjoy a well-deserved break.

Networking Coffee & Dessert Break in the Exhibit Hall

Keep the conversations going in the Exhibit Hall with coffee and dessert, courtesy of SCOPE sponsors. Network with colleagues, explore new products and services, and don’t forget—Best of Show Award voting is still open, so be sure to cast your vote!

Tuesday PM Tracks

RETHINKING SITE TRAINING & STUDY READINESS

Rethinking Site Training: Value over Volume

Photo of Mette Flindt Heisterberg, PhD, Clinical Excellence Specialist, Clinical Operations, Novo Nordisk , Clinical Excellence Specialist , Clinical Excellence, Global Trial Portfolio , Novo
Mette Flindt Heisterberg, PhD, Clinical Excellence Specialist, Clinical Operations, Novo Nordisk , Clinical Excellence Specialist , Clinical Excellence, Global Trial Portfolio , Novo
Photo of Ann Katrine Miranda, PhD, Senior Competency Development Specialist, ClinOps, Global Trial Portfolio, Novo Nordisk , Senior Competency Development Partner , Novo Nordisk
Ann Katrine Miranda, PhD, Senior Competency Development Specialist, ClinOps, Global Trial Portfolio, Novo Nordisk , Senior Competency Development Partner , Novo Nordisk

Novo Nordisk reduced site-facing training burden by over 25% by creating a centralized site learning unit and streamlining processes to deliver optimized learning. By eliminating unnecessary training, accelerating site startup, and strengthening site partnerships, we improved operational efficiency while maintaining ICH GCP E6 R3 compliance. Join us to explore the challenges, solutions, and lessons learned during this transformation.

Patient Negative One: A Call to Action to Transform Protocol Training

Photo of Kaye Doiron, Founder & CEO, Research Works, Inc. , Founder & CEO , Research Works Inc
Kaye Doiron, Founder & CEO, Research Works, Inc. , Founder & CEO , Research Works Inc

Patient Negative One challenges an uncomfortable assumption: that reading a protocol prepares a team to execute it. When foreseeable failures can be exposed through simulation, relying on static documents alone becomes ethically indefensible. This industry call to action proposes a digital patient moving through every study system in linked sandboxes, testing workflows, handoffs, and decisions before real patients’ lives depend on them. The first patient should never be the rehearsal.

Stop Re-Training Sites: Practical Toolkits for Study Readiness

Photo of Christine Senn, Senior Vice President, Site-Sponsor Innovation, Advarra , SVP, Site-Sponsor Innovation , Advarra
Christine Senn, Senior Vice President, Site-Sponsor Innovation, Advarra , SVP, Site-Sponsor Innovation , Advarra

Clinical research sites devote substantial time to repetitive training that can delay startup and distract staff from study-specific risks—a problem best solved not with less training, but with more targeted training. This session introduces a competency-based, role-based model that helps reduce redundant site training while preserving study-specific instruction, audit readiness, and participant protection. Attendees will see how the Site-Sponsor Consortium’s toolkits can help sponsors and CROs pilot practical improvements to site initiation visit (SIV) and electronic data capture (EDC) training.

Welcome Reception in the Exhibit Hall

Raise a glass and celebrate Day 1 of SCOPE! Reconnect with friends, meet new colleagues, and enjoy drinks with exhibitors at the Welcome Reception in the Exhibit Hall. Enter to win fabulous raffle prizes (must be present to win), then keep the evening going with dinner at Rosen Shingle Creek’s restaurants—no Orlando traffic required!

Close of Day

SCOPE Out the Restaurants and Shops at Pointe Orlando, via Our Courtesy Shuttle* (Sponsorship Opportunities Available)

Enjoy an evening exploring the restaurants and shops at Pointe Orlando with transportation provided by our courtesy shuttle. Shuttles will run until 11:00 pm, with the last pick-up at 10:30 pm.

*Times subject to change. More details closer to the event.​

Wednesday, March 3

Sunrise Yoga: In Gratitude for Clinical Research Participants

Start your day with movement, mindfulness, and gratitude. Join us at sunrise for an all-levels yoga session honoring the invaluable contributions of clinical research participants. Led by a trained instructor, this restorative practice will focus on mindful movement, breath, and grounding—no experience necessary. Yoga begins at 6:30am; mats and towels are provided. Stay afterward for a complimentary breakfast and fitness-inspired gift!  Proceeds from this event help support CISCRP's mission. 

Registration Link Coming Soon!

Registration Open

Wednesday Sponsored Breakfasts

BREAKFAST PRESENTATIONS

– 9:00 am In-Person Only Working Group Breakfast (Invitation Only)

Transition to Sessions

Wednesday AM Tracks

MODERNIZING PROTOCOL EXECUTION & INVESTIGATOR OVERSIGHT

Implementing Digital Protocols: Early Findings from Site-Focused Use Cases

Photo of William Illis, Global Head, Collaboration & Technology Strategy Clinical Development, Novartis Pharmaceuticals , VP & Program Leader & Global Head , Collaboration & Technology Strategy Clinical Dev , Novartis Pharmaceuticals
William Illis, Global Head, Collaboration & Technology Strategy Clinical Development, Novartis Pharmaceuticals , VP & Program Leader & Global Head , Collaboration & Technology Strategy Clinical Dev , Novartis Pharmaceuticals

Digital protocols have long been explored as a way to streamline clinical trial start-up. Now, TransCelerate and the Association of Multisite Research Corporations (AMRC) have collaborated to evaluate whether this potential can be realized in practice when subjected to site workflows. Through case studies and proof-of-concept implementations, sponsors, sites, and technology providers are evaluating how standards-based digital protocols using the Unified Study Definitions Model (USDM) can streamline clinical trial management systems and eSource setup, reduce administrative burden, and accelerate the path from protocol approval to site activation.This session will explore practical findings, site use cases, and implementation lessons, highlighting how structured protocol data can reduce manual work and rework, improve quality and consistency, and support a more scalable approach for clinical trial start-up.

Beyond Signatures: Demonstrating PI Oversight through Risk-Based Evidence

Lesley Lardino, Director, Data Management, Clinical Data Management, Astellas Pharma, Inc. , Dir Data Mgmt , Clinical Data Mgmt , Astellas Pharma Inc

As clinical trials become increasingly digital and data-rich, principal investigators are often expected to review and attest to growing volumes of information across multiple systems and processes. While signatures and attestations have traditionally served as evidence of oversight, organizations are increasingly looking beyond signatures to identify alternate evidence for demonstrating meaningful oversight of critical trial data and activities. Find out how sponsors, informed by engagement with sites, service providers, and other stakeholders, are reexamining traditional oversight practices through the lens of ICH E6(R3), risk-based quality management, and fit-for-purpose trial execution. Speakers will share practical examples of oversight evidence available today, including metadata, workflow records, and system-generated indicators that may provide a more complete picture of investigator engagement.

Coffee Break in the Exhibit Hall (Sponsorship Opportunities Available)

Refuel, reconnect, and make the most of your time in the Exhibit Hall! Grab a cup of coffee, visit booths you haven’t explored, and connect with colleagues and exhibitors. It’s your final chance to cast your vote for SCOPE’s Best of Show Award—make your vote count!

Part 2: Tech and Collaboration to Streamline Start-Up and Reduce Site Burden

Wednesday Mid AM Tracks

SPONSOR-PROVIDED VS. SITE-OWNED TECHNOLOGY

The Case for Sponsor-Provided eSource: Making Data Collection Work for Sites & Sponsors

Photo of Erron Deloney, MSc, Director, CTF, eSource Capabilities, Eli Lilly and Company , Director , Eli Lilly
Erron Deloney, MSc, Director, CTF, eSource Capabilities, Eli Lilly and Company , Director , Eli Lilly
Photo of Michael Ward, Senior Director, eSource Capabilities, Eli Lilly and Company , Senior Director, eSource Capabilities , Clinical Trial Foundations , Eli Lilly & Company
Michael Ward, Senior Director, eSource Capabilities, Eli Lilly and Company , Senior Director, eSource Capabilities , Clinical Trial Foundations , Eli Lilly & Company

Central eSource—a single, protocol-aligned source template built by the sponsor or CRO and deployed across sites—is changing how sponsors capture data at the point of care. This session offers a practical framework for implementing central eSource across a multi-site program, from template design through site onboarding and systems integration, supported by program-level outcomes data on enrollment timelines, remote monitoring shift, and site adoption.

Meeting Sites Where They Are: What Happens When Sites Bring Their Own Technology

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

Rakesh Maniar, Head of eClinical Technologies, Global Data Management & Standards, Merck & Co.; Co-Lead, TransCelerate eSource Initiative; Immediate Past Co-Chair/Co-Founder, SCDM eSource Implementation Consortium , Global Head of External Data Acquisition & Delivery , Clinical Data Management , Regeneron

Michael Ward, Senior Director, eSource Capabilities, Eli Lilly and Company , Senior Director, eSource Capabilities , Clinical Trial Foundations , Eli Lilly & Company

Cutting development timelines in half starts with how data leaves the site. Today sites juggle 20+ sponsor-mandated systems and transcribe source into EDC by hand, while sponsors spend months reconciling the result. Bring Your Own Technology inverts that: sites use their own validated eSource, eConsent, and eRegulatory systems and connect directly to sponsor platforms. This session presents a sponsor-side strategy for a site landscape that ranges from mature EHR/eSource environments to paper, then convenes sponsors and technology providers on validation, governance, and integration—and what changes for site staff who stop being data entry clerks.

Sponsored Networking Luncheon

Recharge, refuel, and connect over lunch—compliments of SCOPE sponsors! Enjoy a well-deserved break.

Networking Coffee & Dessert Break in the Exhibit Hall (Sponsorship Opportunities Available)—Best of Show Winner to be Announced

Recharge, reconnect, and satisfy your sweet tooth! Grab coffee and a treat, courtesy of our sponsors, then visit Game Card Sponsors to collect stickers and connect with colleagues before the afternoon sessions.  And don't miss the big reveal-the Best of Show winner will be announced during the break!

Wednesday PM Tracks

SCALING AI ACROSS SITE OPERATIONS

From Administrative Burden to Site Value: Implementing an Agentic AI Assistant for CRAs 

Photo of Courtney L. Bryant, Senior Director, Strategy & Innovation, Biopharma R&D, AstraZeneca , Senior Director, Strategy & Innovation , Biopharma R&D , AstraZeneca
Courtney L. Bryant, Senior Director, Strategy & Innovation, Biopharma R&D, AstraZeneca , Senior Director, Strategy & Innovation , Biopharma R&D , AstraZeneca

The Clinical Research Associate (CRA) role remains highly manual and fragmented, and completion of time-intensive administrative tasks often surpasses the CRAs capacity for high-value activities such as site engagement, relationship-building, patient recruitment and retention support, and inspection readiness. To address this challenge, we are implementing an agentic AI virtual assistant designed to support CRA workflows.

Panel Moderator:

PANEL DISCUSSION:
Scaling AI at Research Sites: A Shared Governance Playbook for Sponsors and Sites

Laura Russell, Senior Vice President & Head of Data & AI Products, Advarra , AI, Data Platform and Innovation , Product , Advarra

Panelists:

Muhammed Idris, PhD, Co-Director, Digital Health & Medicine, Morehouse School of Medicine , Co Dir , Digital Health & Medicine , Morehouse School Of Medicine

Raghu Punnamraju, CTO, Velocity Clinical Research , Chief Technology Officer , Velocity Clinical Reserach

Transition to Plenary Keynote

Wednesday Afternoon Plenary

WEDNESDAY PLENARY: THE DIGITAL TRANSFORMATION OF CLINICAL TRIALS

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 Closing Booth Crawl (Sponsorship Opportunities Available) & Last Chance for Exhibit Viewing

One last trip through the Exhibit Hall! Join SCOPE's Booth Crawl for food, drinks, networking, and one final chance to explore the exhibits and connect with sponsors and colleagues. Be sure to visit your must-see booths and enter the raffle for a chance to win (must be present to win)-let's finish SCOPE strong!

Close of Day

SCOPE Out the Restaurants and Shops at Pointe Orlando, via Our Courtesy Shuttle* (Sponsorship Opportunities Available)

Enjoy an evening exploring the restaurants and shops at Pointe Orlando with transportation provided by our courtesy shuttle. Shuttles will run until 9:00 pm, with the last pick-up at 8:30 pm.

*Times subject to change. More details closer to the event.

Thursday, March 4

Registration Open

BREAKFAST PRESENTATION

Transition to Sessions

EXPANDING THE SITE ECOSYSTEM WITH EMERGING SITES

Mapping the Tools That Open Doors for Emerging Sites

Photo of Kristin Schneeman, Senior Director, FasterCures, Milken Institute , Sr Dir FasterCures , FasterCures , Milken Institute
Kristin Schneeman, Senior Director, FasterCures, Milken Institute , Sr Dir FasterCures , FasterCures , Milken Institute

Roughly 37% of clinical trial sites under-enroll study volunteers, and 80% of trials fail to meet enrollment targets on time. Burden falls on both ends of the partnership – sponsors navigating unfamiliar site profiles and sites navigating difficult-to-reach sponsor requirements. This session walks through the site engagement lifecycle phase by phase, spotlighting field-tested toolkits and templates already reducing burden at each step, alongside the tools still missing that sponsors and sites are best positioned to build next.

Building Confident Partnerships: A Sponsor & CRO Playbook for Emerging Sites

Photo of Kathy Mickel, Director, Membership & Programs, Society for Clinical Research Sites (SCRS) , Director, Membership & Programs , Society for Clinical Research Sites (SCRS)
Kathy Mickel, Director, Membership & Programs, Society for Clinical Research Sites (SCRS) , Director, Membership & Programs , Society for Clinical Research Sites (SCRS)

Emerging sites represent one of the most promising—and most misunderstood—opportunities in clinical research today. They offer access to diverse patient populations, untapped geographic reach, and motivated teams ready to grow. This session equips sponsors and CROs with practical strategies to identify, evaluate, and effectively support emerging sites—transforming hesitation into confident partnership and expanding the research ecosystem in the process.

Interactive Breakouts and Working Groups

INTERACTIVE WORKING GROUPS (IN-PERSON ONLY)

Find Your Working Group

Interactive Working Groups (Sponsorship Opportunity Available)

Step away from the slide decks and into the conversation.
After a full agenda of case studies, technical talks, and panels, SCOPE’s Interactive Working Groups offer a unique chance to roll up your sleeves and engage. Choose the topic that interests you—whether it aligns with your expertise or challenges you to think differently. Each group will explore a distinct theme using collaborative formats like hackathons, open innovation challenges, or problem-solving sprints. The only requirement: jump in and contribute.

Networking Coffee Break and Transition to Closing Keynote

Pause, connect, and get ready for the grand finale! Grab a cup of coffee, catch up with colleagues, and make a few final connections before heading into SCOPE’s Closing Keynote. It’s the perfect chance to recharge and refocus before we wrap up an incredible conference.

Closing Plenary Keynote

THURSDAY CLOSING PLENARY: REINVENTING R&D AND CLINICAL DEVELOPMENT

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

Patrick Loerch, Senior Vice President, Clinical Data Science, Gilead Sciences , SVP Clinical Data Science , Clinical Data Science , Gilead Sciences

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

Community Luncheon and Last Hurrah

Wrap up SCOPE with closing remarks and lunch, courtesy of our sponsors! Enjoy your lunch here with us or grab it to go as you head out for the day. The poolside is calling.

Wrap up SCOPE with Closing Remarks and Lunch, Courtesy of Our Sponsors!

That’s a wrap! Thank you for joining us at SCOPE Summit 2027. We hope you leave inspired, connected, and energized by the conversations and ideas shared throughout the week. Safe travels, and we look forward to seeing you at the next SCOPE event!

Scope Summit 2027 Adjourns


SCOPE Track Summariese

2027 Conference Programs