2013 Southern/Western Section Program Book

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2013 Southern/Western Section Meeting San Antonio, Texas April 7-10

Table of Contents Welcome from Our Section Presidents

5

Keynote Speaker

6

Schedule at a Glance

7

Meeting Information

8

Workshops

9

Monday Concurrent Sessions

10

Tuesday Concurrent Sessions

14

Wednesday Concurrent Sessions

18

Evaluation Guide and Future SRA Meetings

20

Meals at a Glance

21

Networking Events and Things to Do

22

SRA Certificates

24

Continuing Education Credit Information

25

2013 Southern/Western Section Officers

26

Planning Committee and SRA International Staff

27

Exhibitors

28

Contacts

29

Notes

30

The Westin Floor Plan

Back Cover

Concurrent Session Handouts Online The majority of Concurrent Session handouts are available online at: www.srainternational.org/bigsra/presentations or use this QR code.

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Welcome from Our Section Presidents Welcome to San Antonio!

After more than a year of planning, we are excited that you have joined us for the joint meeting of the Southern and Western sections of SRA International. In this booklet you will find information that will help you get all you can from the phenomenal program and events that the planning committee has brought together. The “Schedule at a Glance” will help you find the content you want, while the workshop and session descriptions and the speaker bios will let you dive deeper. We invite you to talk with the facilitators at your workshops and sessions. They are content experts, and they are also friends that would love to help you get the most out of your San Antonio experience. Also, look for folks wearing AMBASSADOR pins if you have any questions.

They'll know how to help.

This year we are introducing an official app for the meeting that we hope will help everyone stay informed and connected throughout the meeting. The app is designed for use on smartphones and will allow people with an aversion to paper to get schedule and location

Official San Antonio Meeting App

information, and to keep track of your colleagues during the meeting. Hey, San Antonio is a hip place; of course we have cool technology!

After the sessions, you will want to take advantage of all the city has to offer. To get you started we've included a map showing the River Walk and some great restaurants suggested by our colleagues who live here. Dinner groups are available Monday and Tuesday, and signups are online at the meeting webpage. There are some other tips, too, that will help get you started with side trips, museums and other events.

Search 2013 SRA Southern/ Western Section Meeting on planned and implemented our San Antonio meeting are listed on pages 26-27. If you see any Bloodhound It often goes without saying that we owe all this to great volunteers and dedicated SRA International staff members…but it shouldn’t. The fantastic and energetic people who have of them at the meeting, please let them know they did a great job.

You will have a special opportunity throughout the week to help SRA International refine its strategic plan. John Westensee is joining us on an assignment from the Board of Directors to gather information from us about what we’d like to see SRA become.

He will be at the registration desk, and at our section business meetings, so we ask you to make a special effort to join us in those meetings. He will also be leading a dinner group to discuss SRA’s strategic plan. Sign up early to get a place at the table.

We've done all we could to make this a fantastic experience for you. The rest is up to you.

So, as we've been saying the last few months...

Saddle up. Let's ride!

Justo Torres Southern Section President

Russ Price Western Section President 5

Keynote Speaker Cindy WalkerPeach, PhD On the Path to Creating a Life Sciences Incubator in Austin Dr. WalkerPeach joined the Austin Technology Incubator in early 2010 as lead advisor for health and biosciences startups. She is responsible for a pipeline of healthcare-focused life sciences companies and providing business mentoring to technology-focused entrepreneurs. She brings more than 20 years of experience in the biotechnology sector as a member of the founding teams of Ambion Diagnostics and Asuragen. Her expertise areas include molecular diagnostics, medical device product development and commercialization, corporate development and strategic partnering, technology licensing and nucleic acid-based technologies in oncology, infectious disease

Cindy WalkerPeach, PhD Director Austin Technology Incubator Bio and Health Sciences University of Texas, Austin

and genetics. Dr. WalkerPeach holds a BS in Chemistry from Creighton University. She was awarded the PhD in Chemistry and Molecular Biology from New Mexico State University and completed a Post-Doctoral Fellowship at Monsanto Company, both focusing on understanding disease pathways and management strategies.

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Schedule at a Glance Date Sunday, April 7

Event

Location

7:30 AM - 7:00 PM

Registration Open

Crystal Foyer (2nd Floor)

8:30 AM - 5:00 PM

Full-Day Workshop

See Page 9

8:30 AM - Noon

Half-Day Morning Workshops

See Page 9

Noon - 1:30 PM

Workshop Luncheon (full-day or two half-day workshops)

Ludwig’s Room (2nd Floor)

1:30 - 5:00 PM

Half-Day Afternoon Workshops

See Page 9

6:00 - 6:45 PM

Welcome Gathering for Newcomers

Gunter Terrace (2nd Floor)

7:00 - 9:00 PM

Opening Reception: Buckhorn Saloon and Museum

Buckhorn Saloon and Museum 318 East Houston Street San Antonio, TX 78205

Monday, April 8 7:00 AM - 5:00 PM

Registration Open

Crystal Foyer (2nd Floor)

8:00 - 8:30 AM

Welcome Breakfast and Opening Remarks

Crystal Ballroom (2nd Floor)

8:30 - 9:15 AM

Keynote Speaker: Cindy WalkerPeach, PhD

Crystal Ballroom (2nd Floor)

Director, Austin Technology Incubator 9:30 – 10:45 AM

Concurrent Sessions (M1—M6)

See Page 10

10:45 - 11:00 AM

Morning Break with Exhibitors

Crystal Foyer (2nd Floor)

11:00 AM - 12:15 PM

Concurrent Sessions (M7—M12)

See Page 11

12:30 - 2:00 PM

Lunch on Your Own

2:15 - 3:30 PM

Concurrent Sessions (M13—M18)

See Page 12

3:30 - 3:45 PM

Afternoon Break with Exhibitors

Crystal Foyer (2nd Floor)

3:45 - 5:00 PM

Concurrent Sessions (M19—M24)

See Page 13

6:00 - 6:15 PM

Dinner Groups (See Page 22 for exact times and locations)

Tuesday, April 9 8:00 AM - 4:30 PM

Registration Open

Crystal Foyer (2nd Floor)

8:00 - 9:00 AM

Continental Breakfast with Round Table Discussions

Crystal Ballroom (2nd Floor)

9:00 - 10:15 AM

Concurrent Sessions (T1—T6)

See Page 14

10:15 - 10:30 AM

Morning Break with Exhibitors

Crystal Foyer (2nd Floor)

10:30 - 11:45 AM

Concurrent Sessions (T7—T12)

See Page 15

Noon - 1:30 PM

Southern Section Business Meeting Lunch (All are welcome!)

Yellow Rose Ballroom (2nd Floor)

Noon - 1:30 PM

Western Section Business Meeting Lunch (All are welcome!)

Crystal Ballroom (2nd Floor)

1:45 - 3:00 PM

Concurrent Sessions (T13—T18)

See Page 16

3:00 - 3:15 PM

Afternoon Break with Exhibitors

Crystal Foyer (2nd Floor)

3:15 - 4:30 PM

Concurrent Sessions (T19—T24)

See Page 17

6:15 PM

Dinner Groups (See Page 22 for exact times and locations)

Wednesday, April 10 8:00 AM - Noon

Registration Open

Crystal Foyer (2nd Floor)

8:30 - 9:00 AM

Continental Breakfast

Crystal Ballroom (2nd Floor)

9:00 - 10:15 AM

Concurrent Sessions (W1—W6)

See Page 18

10:15 - 10:30 AM

Morning Break with Exhibitors

Crystal Foyer (2nd Floor)

10:30 - 11:45 AM

Concurrent Sessions (W7—W12)

See Page 19

11:45 AM - 1:00 PM

Lunch on Your Own

1:00 - 3:00 PM

Debrief and Planning Meeting

Baker Room (3rd Floor) 7

Meeting Information NEWCOMER: (a new member or first time attendee) In SRA we pride ourselves in being a friendly, open organization that recognizes that many of the best and most innovative ideas come from our newest members. Use every opportunity to network, sit at meals with people you have never met, attend the Welcome Gathering for Newcomers, participate in the evening events such as dinner groups and introduce yourself to people you are sitting next to at sessions in those five minutes prior to the start.

AMBASSADORS: The SRA Ambassador Program was established to help first time attendees navigate and get the most out of the meeting. Ambassadors wear red pins so they can be easily identified. Feel free to ask an Ambassador for help at any time. If they don’t have the answer, they will connect you to the right person.

EVALUATION GUIDE: Keep track of your review for each session you attend on page 20. Online surveys will be sent to your e-mail at the end of each day.

HANDOUTS: SRA will not be providing hard copies of the session presentations. If you wish to print out hard copies, go to www.srainternational.org/bigsra/presentations. We will update the Web site as we continue to receive PowerPoint presentations. Remember you can always download handouts for sessions you could not attend. If you are attending a workshop, handouts will be distributed at that workshop.

MEETING ACTIVITES: Open to everyone with a name badge: Welcome Gathering for Newcomers, Opening Reception, Keynote Breakfast, Business Meetings, Roundtables, Exhibitor Booths, and Monday and Tuesday Night Dinner Groups (see the signup sheets at the registration area). Consider sitting with people you haven’t met at meals, participate in the events such as dinner groups, come to the Opening Reception and introduce yourself to someone.

SECTION BUSINESS MEETINGS: Sections hold an annual business meeting lunch each year at the section business meetings. Everyone is welcome and encouraged to attend! If you are not part of either the Southern or Western Sections, you may choose whichever lunch you want to attend.

SRA CERTIFICATES: Tracking Booklets are available at the Registration Desk. The tracking booklet allows members to easily record their progress. You can obtain a sticker at the conclusion of each workshop or session OR write in the name of the meeting and the year. Once all coursework has been completed turn in your documentation to the Registration Desk at the end of the meeting to pick up your certificate. Certificates.

CERTIFICATE KEY: The Certificate Key is designed to assist attendees track their certificates in their Certificate Tracking Booklets. Full information about required workshops, required sessions and electives will be in the Tracking Booklet.

TRACK KEY: Tracks are designed to develop the content in a way that assures value added opportunities for attendees. A secondary aim is to assist attendees to effectively plan their educational time. The tracks represent major subject areas for research administration.

VOLUNTEER OPPORTUNITIES: Volunteer to work on something on-site! It is the best way to utilize your skills and learn something new while meeting the active members. Sign up at the registration area.

WORKSHOPS: You will notice that there is an additional cost for attending a workshop. The workshop format is not conducive to a seventy-five minute session. Workshops are designed for maximum participation and information exchange.

Normally the workshops involve additional materials for participants. Register on-site at the Registration Desk.

QUESTIONS? During or after the meeting you are free to e-mail the Section Presidents—Justo Torres (Southern) at justo@email.unc.edu or Russ Price (Western) at russ.price@usu.edu. For answers during the meeting go to the Registration Desk or ask someone wearing an Ambassador pin.

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Workshops Sunday, April 7 Full-Day Workshop | 8:30 AM - 5:00 PM WS1: Fundamentals of Research Administration and Management

IACET: 0.6

Content Level: Beginner-Intermediate C-IRAM Track: MO Speakers: Janet Stoeckert, Director, Keck School of Medicine, University of Southern California; Carla Cavender, CRA, Manager, Post-Award Services, Texas Tech University; Jennie Amison, Director, Sponsored Research Development, San Diego State University Research Foundation Room: Robert Johnson (Lobby Level)

Half-Day Morning Workshops | 8:30 AM - Noon

Half-Day Afternoon Workshops | 1:30 - 5:00 PM

WS3: Developing an Institution's Strategic Plan for Research and Making Everyone Happy (Not)

WS7: Hiring the "Right" Person and Getting Them Off to a Good Start

Content Level: Intermediate Track: MO Speaker: Gary Snowder, PhD, Associate Vice President for Research, University of Nevada, Reno Room: Bluebonnet (Second Floor)

Content Level: Intermediate Track: PD Speakers: Kris Rhodes, CRA, Director, MAXIMUS; Judy Bristow, Director, Office of Sponsored Programs, Grants Administration, University of Louisville Room: Quadrangle (Third Floor)

WS4: Living with the New FCOI Regulations: Compliance and Emerging Practices

WS8: Managing University-Affiliated Organizations Content Level: Intermediate Track: MO Speaker: J. Michael Slocum, JD, President, Slocum & Boddie, PC Room: Alamo (Third Floor)

Content Level: All Levels C-NIH Track: RE Speakers: Edward Black, Grants Manager, and Jahn Barlow, COI Officer, University of Utah; Jyl Baldwin, Associate Director and COI Officer, University of California, Berkeley; Amy Sikalis, Director, Office of Research, Intermountain Healthcare Room: Alamo (Third Floor)

WS9: Introduction to Research Integrity Content Level: Beginner C-RI Track: RE Speakers: Wayne Patterson, PhD, Associate Vice President for Research, University of Texas, Austin; Angela Wishon, JD, Vice President, Research Administration, University of Texas Southwestern Medical Center Room: Bluebonnet (Second Floor)

WS5: Proposal Development Content Level: Beginner C-PA Track: PA Speaker: Nancy Bell, PhD, Principal, Research Image, Inc. Room: Magnolia (Second Floor)

WS10: Proposal Budget Development Content Level: Beginner C-PA Track: PA Speaker: Donna Marano, CRA, Director of Finance and Administration, Carnegie Mellon University Room: Magnolia (Second Floor)

Track Key PD MO

Professional Development Management and Operations

FM RE

Financial Management Research Ethics

PA HT

Pre-Award Hot Topics

Certificate Key Don’t forget to get your Certificate Tracking Booklet sticker!

C-IRAM C-PA C-RI

Intro to Research Admin & Mngmt Pre-Award Research Integrity

C-CT101 C-CT201 C-FM C-GR

Clinical Trials 101 Clinical Trials 201 Financial Management Grantsmanship

C-NIH C-HRP C-LD

9

NIH Grants Human Research Protections Leadership

C-PRAM C-RL

Practice of Research Admin & Mgmt Research Law

Monday Concurrent Sessions April 8 | 9:30 - 10:45 AM M1: The Mentoring/Coaching Model for Research Administrators

M4: The History, Ethics, and Regulations of Animal and Human Subject Research

Content Level: Intermediate C-LD Track: PD Research administrators may not think about mentoring either as a method of professional development or as something they themselves could do, but the truth is that research administration is very well suited to the concepts of mentoring and coaching. An organization that adopts a mentoring/coaching approach to harnessing employees' talents and increasing their skills and knowledge can achieve enhanced efficiency organization-wide and improve the work environment at the same time. This session will provide a foundation for participants to 1) comfortably establish themselves in the mentoring/coaching role and 2) establish effective and sustainable mentoring and coaching programs within their organizations.

Speakers: Russ Price, Federal Compliance Manager, Utah State University; John Sites, CRA, Manager, Higher Education, Huron Consulting Group Room: Ludwig’s (Second Floor)

Content Level: Beginner C-RI/CT101/HRP/NIH Track: RE Animal Care and Use Committee and Institutional Review Board approval is required prior to initiating research and before disbursement of externally-sponsored funds. While both the human and animal protection regulations were put into place to protect research subjects, they have a surprisingly different history and scope of protection. Protection of animals developed significantly before human protections were adopted. Research administrators need to recognize compliance issues when they come across them in grant proposals or in talking with researchers. This session will help research administrators develop an understanding of when the human and animal protection regulations apply and provide for proactive reference to the compliance department. No researcher wants to hear that the grant proposal is unacceptable because they did not address the regulatory requirements for ethical research. This session can help avert that experience.

Speaker: Janai Symons, JD, Research Compliance Officer, Western Washington University Room: Magnolia (Second Floor)

M2: Human Resources and Payroll Woes for the Department Administrator Content Level: All Levels Track: MO This interactive course will explore all aspects of human resources management for the departmental administrator. The course will follow, in-depth, the pre-employment processes and best practices for the administrator to get highly qualified employees into their workplace.

The course will also cover various payroll and equity concerns that the department administrator may encounter in the hiring process during this uncertain work environment. The course will use interactive and practical case studies to describe "what is wrong with this picture" scenarios. The course will also cover the additional topics of mentoring, grievance/conflict resolution, Visa/International Workers, performance evaluations, FMLA and supervision issues.

Speaker: William Hoffman, Department Administrator, University of Maryland, Baltimore Room: Quadrangle (Third Floor)

M3: The Mystery of Service Centers Content Level: All Levels C-FM Track: FM There is not much published about service centers in the federal circulars. This session will answer the following questions and more. What is the difference between a recharge center and a specialized service facility? Are there any specific principles for service centers? What do they say? What are the federal government's concerns related to service center operations? What costs are allowable to be included in a billing rate for a service center? How much surplus can a service center accumulate, if any? Please join the speaker for this informative session.

Speaker: Deston Halverson, Director, Huron Consulting Group Room: Alamo (Third Floor)

M5: eRA Overview/Submission Technologies Content Level: Beginner C-IRAM/PA/GR/NIH Track: PA This session offers an overview of electronic research administration systems that assist in locating and submitting to funding agencies. Funding development tools such as Research.gov, Grants.gov, NIH RePorter, Foundationcenter.org, etc. will be discussed. Common electronic submission systems such as Grants.gov and NSF Fastlane will be overviewed in some detail with additional discussion of other systems such as Proposal Central, NSPRIES, e-Grants, etc. A historical overview of eRA will be provided and system-to-system interfaces will be touched on. Integration of sponsor guidance, representations, and certification will be outlined. Strategies and tips for successful submissions will be provided.

Speaker: Fran Stephens, CRA, Proposal Development Specialist, University of Oklahoma Room: Robert Johnson (Lobby Level)

M6: NSF-OIG Data Analytics Content Level: All Levels C-RL Track: HT Presentation will cover NSF OIG audit planning, approaches, communication, and automated technologies for NSF operational and grant oversight. Material will also cover the use of data analytics and governmentwide topics being addressed in the Federal audit community.

Speaker: Brett Baker, PhD, CPA, Assistant Inspector General for Audit, National Science Foundation Office of Inspector General Room: Bluebonnet (Second Floor)

Track Key PD MO

Professional Development Management and Operations

FM RE

Financial Management Research Ethics 10

PA HT

Pre-Award Hot Topics

Monday Concurrent Sessions April 8 | 11:00 AM - 12:15 PM M7: Research Administration: The Real World

M10: RA's and Animals? But I Work in an Office!

Content Level: All Levels Track: PD Communication skills are a crucial component of the research administrator's toolbox. It is imperative for the research administrator to be able to manage different communication styles. As such, the research administrator must choose the correct style for each different situation.

This interactive session will examine in detail three levels of communication; 1) How to navigate communications with research staff and faculty who operate under tight timelines such as grant submission timelines, 2) How to most effectively communicate with institutional leadership in an effort to enhance services provided by the research office, and 3) How to motivate employees in the research office who have ten to twenty years of experience Speaker: Susanne Van Weelden, Senior Director Research Division, Texas Tech University Health Sciences Center, El Paso Room: Ludwig’s (Second Floor)

Content Level: Beginner C-RI Track: RE Research administrators ensure that the vital link between funding agencies, investigators, and institutions - in the care and use of animals in research and teaching - is maintained at the highest ethical standards to ensure the well-being of the vertebrate animals and advance science.

This presentation will present the context of the regulations and policies, the role of various entities in ensuring compliance and how an RA fits in to this big picture.

Speaker: Rebecca Armstrong, PhD, Director, Research Subject Protection, University of California, Berkeley Room: Quadrangle (Third Floor)

M11: Academic Consulting

Content Level: Intermediate C-RL Track: PA There is a rising call for academic institutions to assist our businesses in regaining competitiveness and for the government to become efficient M8: Building Your Own Lifeboat and effective. Much of this assistance is offered through consulting arContent Level: All Levels Track: MO rangements. In return, faculty members are provided financial rewards Research administration involves so many components in "getting the ranging from a few hundred dollars a day to stock options, and license job done" in a timely manner. From a pre-award perspective, the agreements worth thousands and even millions of dollars. The following speaker will be providing pertinent information regarding the workings topics (and more) are covered: To what extent is a consultant liable for of a pre-award office in conjunction with the post award office. Effective acts of clients? What is the impact of the federal Procurement Integrity leadership skills are essential in research administration, particularly Act on faculty who advise the government or government contractors? when you are working together as two separate departments. ThereWhat to do about consultant "malpractice" cases. Who owns the rights fore, tips to include leadership strategies acquired from years of experi- to inventions and data when a faculty member does both sponsored ence as the director of the pre-award department will also be shared. research and independent consulting?

Speaker: Kathryn Schoonover-Redden, Director of Research and Speaker: J. Michael Slocum, JD, President, Slocum & Boddie, PC Sponsored Programs, Northeastern State University Room: Magnolia (Second Floor) Room: Bluebonnet (Second Floor)

M12: National Institutes of Health (NIH) Update

M9: Fostering a Team Approach to Cost Sharing: A Pre- and Post-Award Perspective

Content Level: All Levels Track: HT 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 on NIH eRA activities.

Speakers: Maria Koszalka, Grants Policy Analyst, National Institutes of Health Room: Robert Johnson (Lobby Level)

Content Level: Beginner C-IRAM/FM Track: FM Cost sharing in proposals is a common issue for research administrators. What is cost sharing? What is mandatory vs. voluntary cost sharing? What are the do's and don'ts? Are some costs better than others for institutions to offer as cost sharing? How does cost sharing affect the project once it is awarded? What types of documentation are sufficient? This session will cover these topics as well as give examples of team approaches to resolving cost sharing challenges in research administration.

Speakers: Jennie Amison, Director, Sponsored Research Development, San Diego State University Research Foundation; Janet Stoeckert, Director, Keck School of Medicine, University of Southern California Room: Alamo (Third Floor)

Certificate Key - Certificates in Full C-IRAM

Introduction to Research Administration and Management

C-PA

Pre-Award

11

C-RI

Research Integrity

Monday Concurrent Sessions April 8 | 2:15 - 3:30 PM M13: "Oh No! Where Did All the Leaders Go?" Succession Planning the Next Generation

M16: Responsible Conduct of Research and Research Misconduct

Content Level: Intermediate C-LD Track: PD Succession planning is not an issue that many organizations address because many are facing the day to day organizational challenges of getting the job done. Many have put succession planning on the back burner, either as a new initiative or an existing system. What if a senior executive is erased forever from your organization chart? How long would it take to fill that position and maintain leadership continuity?

With the impending retirement of the baby boomers, what is your organization doing to prepare for the holes they are leaving behind? As business leaders we need to be thinking about both the short-term and long-term needs and building these strengths in our organization. It means having the right people in the right place at the right time.

Speaker: Christy Taylor, CRA, Training Manager, University of Texas Medical Branch Room: Quadrangle (Third Floor)

Content Level: Basic/Intermediate C-RI/CT101/HRP/RL Track: RE Responsible conduct of research education requirements were implemented by the National Institutes of Health and the National Science Foundation (NSF) in response to challenges presented by incidents of research misconduct and unethical research practices. This session will provide a basic overview of the federal expectations for providing Responsible Conduct of Research education for individuals participating in sponsored programs funded by NIH. The discussion will include examples of resources for developing RCR curriculum. Recent research misconduct cases that demonstrate the need for RCR training will be discussed. New methods for detecting research misconduct will also be briefly outlined.

Speaker: Ada Sue Selwitz, Director, Office of Research Integrity, Co-Director, Regulatory Support Center on Clinical and Translational Sciences, University of Kentucky Room: Ludwig’s (Second Floor)

M14: Effort Reporting and Compliance

M17: Funding Development

Content Level: Beginner-Intermediate Track: MO Inconsistencies in effort reporting is one of the most cited audit findings by regulatory agencies on both federal and state levels. Compliance with this financial component of research contracts, cooperative agreements, grants and clinical trials is imperative but can be confusing and overwhelming, particularly for investigators and researchers with multiple grants. This session will discuss laws and regulations regarding effort reporting, methods for maintaining or improving research efforts compliance while also discussing additional financial considerations such as subject stipends and incentives.

Speaker: Dhanonjoy Saha, PhD, Vice President for Research & Operations, Resource Development Corporation Room: Magnolia (Second Floor)

M15: Post-Award Financial Management Content Level: Intermediate C-IRAM/FM Track: FM This interactive session will cover topics related to the daily management of awards. It will provide an overview of the essential components of awards management. We will discuss best practices for managing grants and contracts from cradle to grave, from the notice of award through closeout. Topics will include re-budgeting issues, allowability of costs, cost share, cost transfers, procurement cards, sub-recipient monitoring and overall financial compliance. We will also briefly discuss recent audit findings and provide keys to a successful audit.

Speakers: Deborah Fraser, Manager, Compliance and Control, and Tamara Hill, CRA, Manager, Awards Management, University of North Carolina, Charlotte Room: Alamo (Third Floor)

Content Level: All Levels C-IRAM/PA/FM/GR Track: PA The aim of this session is to demystify the identification of funding opportunities. Tips and techniques, as well as an overview of various types of electronic search directories, engines, services and databases will be presented. These strategies along with email alert services and use of social media, particularly Twitter streams, can be used as optimal tools in funding development and dissemination of funding trends and opportunities in a global context. Tracking these trends and forecasting through resources such as agency funding databases and research.gov will be outlined. Networking and interaction at professional meetings with peers who have similar interests will also be discussed.

Speaker: Renee Vaughan, CRA, Financial Practice Manager, Clinical Research Unit, Duke Medicine Room: Bluebonnet (Second Floor)

M18: OMB Circular A-21: Ideas and Proposed Reforms to Cost Principles Update Content Level: All Levels Track: HT OMB Circular A-21 is being collapsed in to a new set of cost principles with A-87 and A-122. This session will discuss the changes and potential impact for A-21 in detail. The speaker will also review the timeline and how they maybe implemented.

Speaker: Deston Halverson, Director, Huron Consulting Group Room: Robert Johnson (Lobby Level)

Certificate Key C-CT101 C-CT201

Clinical Trials 101 Clinical Trials 201

C-FM C-GR

Financial Management Grantsmanship 12

C-NIH

NIH Grants

Monday Concurrent Sessions April 8 | 3:45 - 5:00 PM M19: How to Succeed in Research Administration by Really Trying: Professional Development Perspectives

M22: Human Subjects Research Demystified

Content Level: Intermediate Track: PD A panel of highly successful senior research administrators will share what worked and what didn't as they charted their careers in research administration. Panelists will share insights that they have gained along the way, information on the types of training and career opportunities that have contributed the most to their understanding of the field and growth as professionals, and reflections on what they would do more of and less of if they had it to do all over again.

Speakers: Lynne Chronister, Vice President for Research and Economic Development, University of South Alabama; Cindy Kiel, JD, CRA, Executive Associate Vice Chancellor for Research, University of California, Davis; Marcia Landen, Assistant Vice Provost, Research Administration, University of Southern Mississippi Moderator: Pamela Miller, PhD, Director, Sponsored Projects Office, University of California, Berkeley Room: Ludwig’s (Second Floor)

M20: Contract Law 101 Content Level: Beginner C-IRAM/RL Track: MO Grants, Cooperative Agreements, Sub-awards, Sub-contracts, Contracts for Services, Memos of Understanding - these are all common award document types that research administrators deal with every day. Though they have many names, legally they are all in essence a legal contract between your institution and the funding source. This session will review the fundamental aspects of what makes up a contract; examine the different document types and the best uses for each; go through step by step a contract for services and explain why each of the 20+ clauses are there and what they will mean to a lawyer. There are over 50 laws involved with research and research compliance and this course will review an as-up-to-date-as-possible list of them and discuss how they impact your institution and your administration of the award.

Speaker: J. Michael Slocum, JD, President, Slocum & Boddie, PC Room: Alamo (Third Floor)

M21: Faculty Transfers - Hello and Good-bye!!

Content Level: All Levels C-FM Track: FM This presentation will focus on the many responsibilities and duties that face the department administrator to achieve a successful faculty transfer. The session will provide a checklist of specific duties and "best practices" that must be accomplished to ensure a seamless transfer.

This presentation will also provide actual case studies and real life scenarios so that the audience and presenter will dialogue on these "best practices" cases.

Speaker: William Hoffman, Department Administrator, University of Maryland, Baltimore Room: Magnolia (Second Floor)

Content Level: Beginner C-RI/CT101/HRP/NIH Track: RE The session will introduce attendees to the ethics of scientific research involving human beings. Topics covered will include the history of human subjects research and the ethical principles of human subjects research as articulated in the Nuremburg Code and the Belmont Report. It will also cover the regulatory framework of human subjects research in the United States as set forth in the Common Rule (45 CFR part 46) with special emphasis placed on subject selection, informed consent, ethical aspects of study design, and the role and function of institutional review boards.

Speaker: Debora Pinkas, JD, Deputy General Counsel and IRB Administrator, Public Health Institute Room: Bluebonnet (Second Floor)

M23: Pros and Cons to Consider When Becoming a Grant Writer Content Level: All Levels Track: PA We've all seen many successful (and unsuccessful) proposals, and many of us have participated in successful (and unsuccessful) proposal development. Despite the train wrecks, some of us still feel an attraction toward being (or becoming) a part-time or full-time grant writer. In this presentation, the speaker will share some pros and cons to consider before (or when) making this career move. Among the cons: We often don't have writing-specific backgrounds, broad subject-matter knowledge bases, or degrees/credentials that faculty PIs will respect.

And it can be difficult to explain tactfully how to improve proposals that are rather rough. Among the pros: We're able to leverage our considerable knowledge and experience to describe what makes a proposal successful. We often know what specific funders want to see. And we can often ask the question that pries the lid off the box and gets the team thinking in a new, valuable direction.

Speaker: Paul Tuttle, Grants Consultant, Hanover Research Room: Quadrangle (Third Floor)

M24: National Science Foundation (NSF) Update Content Level: All Levels Track: HT This session will cover new developments at NSF - programs, policies, people and budgets. Senior NSF staff will provide a comprehensive review of what is new and developing at NSF. Speaker: Beth Strausser, Senior Policy Analyst, National Science Foundation Room: Robert Johnson (Lobby Level)

Certificate Key C-HRP C-LD

Human Research Protections Leadership

C-PRAM

Practice of Research Administration and Management 13

C-RL

Research Law

Tuesday Concurrent Sessions April 9 | 9:00 - 10:15 AM T1: Integrating Leadership Talent and Succession Planning

T4: Responsible Authorship Practices

Content Level: Intermediate C-LD Track: PD Research administrators can effectively integrate the identification and development of leadership talent and succession planning by learning that succession planning is not "an event," but rather "a process."

Strategies will be described to identify potential leadership talent and high performers, and to include overall characteristics that serve as foundational elements in all "natural leaders." Additionally, ideas will be provided that recognize strengths in each individual and how to work with those strengths to best serve the university and the individual.

Methods will be described that nurture and support these talented leaders, including job restructuring, project leadership, mentoring and coaching. Finally, succession plans will include methods for recruitment from the university's leadership pipeline.

Speakers: Leigh Goodson, PhD, Vice President of Research and Institutional Advancement, and Cindie Lamon, Director of Research Services, Oklahoma State University Room: Bluebonnet (Second Floor)

T2: Challenges, Opportunities, and Various Models for Core Operations Content Level: All Levels Track: MO This session will explore the key choices that institutions make in setting a core facility management strategy. Drawing upon broad-based surveys of core managers, as well as iLab's direct work with cores across the U.S., the speaker will contrast various management models and discuss consistent patterns across institutes. The goal of the session will be to identify the most important choices and offer conceptual frameworks for approaching these choices to maximize the return on investment in shared resources. There will be significant time to discuss problems and solutions among the participants.

Speaker: Heather Lorenz, Vice President of Business Development, iLab Solutions Room: Magnolia (Second Floor)

T3: The Auditors are Coming: Preparing for Audit Content Level: Intermediate C-FM Track: FM The auditors are coming; what do you need to do to be prepared? The speakers will discuss the use of the A-133 Circular and Compliance Supplement guidance in preparing for audit. The session will discuss proactive sample testing and the role of policies and procedures in an audit. This session will also cover audit purpose, methodologies, and data analytics, in addition to approaches to working with your auditor.

The speakers will cover audit response and corrective action.

Speakers: Kris Rhodes, CRA, Director, MAXIMUS; Judy Bristow, Director, Office of Sponsored Programs, Grants Administration, University of Louisville Room: Alamo (Third Floor)

Content Level: All Levels C-RI Track: RE This interactive session will introduce the ethical dimensions of authorship and responsibilities for reporting of research results. The discussion will address responsibilities to report research results, guidelines for authorship and methods for mitigating disputes around those that arise in determining credit.

Speaker: Camille Nebeker, Research Ethicist, San Diego State University Research Foundation Room: Quadrangle (Third Floor)

T5: Budgeting Fundamentals Content Level: Beginner C-IRAM/FM Track: PA Are you new to pre-award or do you feel overwhelmed when a PI contacts you for help developing a budget? Then let us help you not only understand the fundamentals of creating an effective budget for both federal and private grants, but also give tips and tricks for creating timesaving templates. This session will discuss effort and the considerations needed to account for the NIH salary cap, the benefits of a detailed travel budget, and calculating the correct F&A base. Additionally, translating the budget to the budget justification will be discussed.

Speakers: Matthew Anderson, Director, and Erin Bhagvat, Unit Research Administrator, University of South Florida Room: Ludwig’s (Second Floor)

T6: Washington Update: Future of R&D in the 2013 and 2014 Budgets Content Level: All Levels C-IRAM/RL/GR Track: HT The Presidential election is over and Congress has returned to face a full agenda of legislative activity. How Congress deals with sequestration will directly impact the long-term budget outlook. The interaction between the White House, the Senate and the House will be critical to developing a deal that everyone can live with. Shifts in the political environment will have a direct impact on the FY13 and FY14 budgets. This session will discuss the trends in Congress for support of R&D. Speaker: William Schweri, Director of Federal Relations, University of Kentucky Room: Robert Johnson (Lobby Level)

Track Key PD MO

Professional Development Management and Operations

FM RE

Financial Management Research Ethics 14

PA HT

Pre-Award Hot Topics

Tuesday Concurrent Sessions April 9 | 10:30 - 11:45 AM T7: Emotional Intelligence: Knowing What Smart Managers Know

T10: Using Learning Theory to Guide Teaching and Learning about Responsible Conduct of Research

Content Level: Beginner C-LD Track: PD For achievement with daily processes and personal interactions the gifted manager or administrator utilizes a great deal of "emotional intelligence" or EQ. Research administrators manage both information and people, so having a high EQ is critical to the success of the research administrator at any level or career phase. Emotional intelligence is applicable for strategic planning, operations, change management, hiring, and team building. This session will offer a high level presentation of emotional intelligence theory as a platform onto which the speaker can discuss her experience with EQ. Speaker: Stacie House, Senior Project Administrator, Baylor College of Medicine Room: Ludwig’s (Second Floor)

Content Level: All Levels C-RI Track: RE Research institutions provide the formal training ground for training the next generation of scientists and engineers. For many, this training includes instruction in the Responsible Conduct of Research (RCR) where trainees become acquainted with rules, regulations, professional codes, and standards of practice that influence research integrity. This session introduces a framework grounded in the science of human learning to guide instructional design for teaching about RCR (e.g., data management, conflict of interest, collaboration) and provides guidance for how to evaluate existing RCR trainings for alignment with learning principles.

Speaker: Camille Nebeker, Research Ethicist, San Diego State University Research Foundation Room: Quadrangle (Third Floor)

T8: How to Manage Multi-Partner International Projects

T11: Pre-Award Preparation for Post-Award Success

Content Level: Intermediate Track: MO The focus of this session will be on how one works with and manages multi-partner international projects. The session will provide concrete and practical examples such as consortium agreements, a project management handbook for large, complex projects, cultural and cooperation aspects and web-based project management. These examples are based on the nuts and bolts that make large, international projects work. As principal investigators increasingly become involved with international programs, proper research administration and management is crucial to ensure successful cooperation.

Speaker: John Westensee, Director of Central Research Support, Aarhus University, Denmark Room: Magnolia (Second Floor)

Content Level: Beginner C-IRAM/PA Track: PA Winning a grant award requires preparation at many levels, as does the administration of an award. In this session attendees will learn how to guide the investigator through the in-depth planning required for a successful series of proposals. This includes both scientific and practical preparation such as researching sponsor priorities. On the organization level, preparation and management involves a wide range of compliance issues. Attendees will leave the session with resources for planning and managing proposals and awards. This session will be most useful for newcomers to research administration and administrators at smaller institutions.

Speaker: Justo Torres, CRA, Assistant Director, University of North Carolina, Chapel Hill Room: Robert Johnson (Lobby Level)

T9: Department Administration: What Data Dinosaurs Do You Manage and How?

T12: The Numbers Behind Effort Reporting

Content Level: All Levels C-FM Track: FM Ever seen the movie where guests are shown through a dinosaur park and struggle for their lives escaping from deadly dinosaurs? Department administrators are charged with tracking information, protecting interests, managing needs of central offices, guiding PIs and performing day to day tasks (the dino park). How do you manage the looming T-Rex, (potential overdrafts, technical reports) or velociraptor that sneak attacks when least expected (surprise expenditures, compliance, audits)?

It's not just non-threatening brontosaurus issues such as monthly status reports. There are principles you can use to arm yourself, organize data and guide those in your "care" without fatality.

Speakers: Andrea Comley, Director, Implementation & Training, IT Works; Rose Hawley, Certified Elite Life Coach, Mindfully Organized; Lawrie Robertson, Assistant Dean for Administration, University of Washington School of Public Health Room: Bluebonnet (Second Floor)

Content Level: Intermediate C-IRAM/FM Track: HT We all know that effort reporting is a compliance concern, but what about those numbers that feed the forms? This session will detail the regulatory environment surrounding effort reporting, and the key approaches to compliance that a research organization should pursue.

From there, the speakers will dive into the numbers, discussing the key parametric tests to be considered. This session will wrap up with a discussion around the Project Payroll Certification initiative and what that might mean to your organization.

Speaker: Keith Graff, Grants Management Practice Leader, PricewaterhouseCoopers LLC Room: Alamo (Third Floor)

Certificate Key - Certificates in Full C-IRAM

Introduction to Research Administration and Management

C-PA

Pre-Award

15

C-RI

Research Integrity

Tuesday Concurrent Sessions April 9 | 1:45 - 3:00 PM T13: Who Has Time for Time Management?

T16: Quality Assurance, Audits, Monitoring: Oh My! What Do I Do?

Content Level: All Levels C-LD Track: PD With deadlines all around you from both the professional and personal sides of your life how do you manage your time to meet them all?

What are your personal time issues? This session will look at the answers to those two questions plus the warning signs of poor time management and its affect on your life. Different time management strategies will be discussed with examples on how you might match them to your needs. Issues particular to the Research Profession will be addressed and tips and tools to save time or use it wisely will be offered.

Come prepared to participate with both your time traps and any good tricks you may have to share. Let’s see if we can ‘round up’ some escaping minutes before they disappear into the sunset!

Speaker: Fran Stephens, CRA, Proposal Development Specialist, University of Oklahoma Room: Ludwig’s (Second Floor)

T14: Research Administration as a Team Concept Content Level: Intermediate C-LD Track: MO Research administration in the College of Health Professions at the Medical University of South Carolina is carried out by a team of six people. Four grant administrators, a grant coordinator and a fiscal technician manage all of the research for the college - from inception to close out. Each grant administrator manages a portfolio of grants and, with the help of the others, oversees all activities including IRB, purchasing, personnel allocations, effort certifications, rebudgeting, extensions and close-out. The team works closely with the Offices of Sponsored Programs and Grants/Contracts Accounting to ensure all activities are completed accurately, on time and in compliance. The team is also responsible for the research portion of the overall college budget.

Speaker: Debra Battjes Siler, CRA, Director, Research Administration, Medical University of South Carolina Room: Magnolia (Second Floor)

T15: Cost Transfers from Departmental Administrator Content Level: Beginner C-FM Track: FM Cost transfers; what are they and why are they an important part of grants management? Cost transfers are best described as the process by which we reallocate expenses that were initially charged incorrectly.

This session is designed at the basic level for the new departmental administrator based on the lessons learned from a departmental grants manager. In this session participants will learn: three allowable reasons for cost transfers, the best practices for who is responsible for initiating a cost transfer, who is responsible for documentation, and more. This session will look at policies and procedures that ensure cost transfers are compliant to Federal and Institutional regulations.

Speakers Debra Sokalczuk, CRA, Grants Manager, University of Pennsylvania Arts and Sciences Netter Center Room: Bluebonnet (Second Floor)

Content Level: Intermediate Track: RE We all want to be compliant with the regulations and protect human research participants. At the same time, it is important to conduct ethical science and meet data quality parameters so that research means something when it's analyzed. Should an institution review or research program evaluate itself using a Quality Assurance Program, an Audit Program, or a Monitoring Program? These terms are often used interchangeably, but are they the same thing or are they different? Who is qualified to conduct these types of evaluations? This session will explore these terms to understand their various qualities, requirements, and determine what works best in various situations. Understanding how to evaluate a research program can assist participants to efficiently monitor their studies and provide data that can meet research goals.

Speaker: Tonya Edvalson, Research Regulatory Coordinator, Intermountain Healthcare Room: Alamo (Third Floor)

T17: Post-Submission to Award Acceptance Content Level: Beginner C-IRAM/PA Track: PA The pre-award office is responsible for dealing with a variety of issues that arise after proposal submission and lead to acceptance of the award. The pre-award administrator should be able to deal with publication restrictions, intellectual property, indemnification, facilities and administrative costs questions, and know how to address such special situations as international agreements and JIT requirements. The session will identify troublesome clauses and discuss how to determine what to accept and what to reject, and other difficult contract review topics.

Speakers: Charna Howson, Director, Sponsored Programs, Appalachian State University; Beverly Maddox, Director of Research, Kennesaw State University Room: Robert Johnson (Lobby Level)

T18: Washington's Higher Education Economic Development Agenda Content Level: All Levels Track: HT Concerns over higher education's pivotal role in the economic recovery and importance to the education of a trained workforce have prompted heightened expectations for engagement in every state. The federal agencies have responded by promoting a number of funding programs and initiatives that involve innovation and technology transfer. Attention has also been on workforce development linked to regional needs. All of these initiatives will be reviewed.

Speakers: Richard Dunfee, PhD, Executive Director, Grants Resource Center, American Association of State Colleges and Universities; John Roark, Director of Sponsored Programs, Murray State University Room: Quadrangle (Third Floor)

Certificate Key C-CT101 C-CT201

Clinical Trials 101 Clinical Trials 201

C-FM C-GR

Financial Management Grantsmanship 16

C-NIH

NIH Grants

Tuesday Concurrent Sessions April 9 | 3:15 - 4:30 PM T19: Taking the Leap: Mid- to Late-Career Job Change Content Level: Intermediate Track: PD This session will focus on process consideration and key principles in what to expect and how to prepare for a mid- to late-career job change from one organization to a new organization. Issues covered will include the four elements of job and cultural transitioning; clues, cues, and instincts; managing and accepting changes in work schedule, work culture, how things are done, achieving buy-in, home life and activities; setting the tone in the new surroundings; and an interactive discussion of experiences in considering and making a change in work venue.

Speakers: Lawrie Robertson, Assistant Dean for Administration, University of Washington School of Public Health; Janet Stoeckert, Director, Keck School of Medicine, University of Southern California Room: Quadrangle (Third Floor)

T20: Research Administrator as a Change Agent

T22: An Overview of RCR Training Implementation at the University of Oklahoma Content Level: Beginner - Intermediate Track: RE This session is designed to provide an overview of Responsible Conduct of Research ethics training implementation at the University of Oklahoma. It takes participants through administrative, logistical, and practical lessons learned about implementing an RCR ethics course as a university-mandated graduate-level requirement. Anyone involved in research administration or research ethics should gain useful information from this session, but especially those seeking to develop and implement an RCR ethics training course at their academic institution.

Speaker: James Johnson, Graduate Student, University of Oklahoma Room: Bluebonnet (Second Floor)

T23: Above the Cloud: Social Media for the Research Administrator

Content Level: Beginner C-IRAM/LD Track: MO Change agents can find that changing one thing to improve one area of operations can unintentionally undermine another. This session will describe an award intake "change" process initiated, researched, and implemented by two frontline research administrators at the University of California, Berkeley. The session will focus on specific business process analysis (BPA) techniques used to identify and analyze the efficiency and effectiveness of existing work processes, identify pain points and inefficiencies, and design quick wins and long term modifications to improve award intake procedures.

Speakers: Pamela Miller, PhD, Director, Sponsored Projects Office, , Jyl Baldwin, Associate Director and COI Coordinator, Deborah Howard, Contract and Grant Officer, and Kate Lewis, Contract and Grant Officer, University of California, Berkeley Room: Alamo (Third Floor)

Content Level: All Levels C-PA Track: PA Drawing on an expanding array of intelligent web services and applications, a growing number of research administrators are creating, distributing and exploiting user-created content as part of the wider participative web and internet platform. Social networking has been presented as an approach for planning and behavioral change within organizational culture. This session examines the relationships between research administration and social media and networking strategies. Further, the session makes suggestions regarding how social media applications can be adapted to facilitate research public relations, marketing, and collaboration. Examples emphasizing compliance regulations and monitoring will be highlighted.

Speaker: Renee Vaughan, CRA, Financial Practice Manager, Clinical Research Unit, Duke Medicine Room: Ludwig’s (Second Floor)

T21: Understanding F&A Basics and Associated Issues

T24: If Publications are the Coin of the Realm, Data is the Gold

Content Level: Beginner C-IRAM/FM Track: FM This session will provide a high-level view of facilities and administrative cost policies and how an F&A rate is developed and calculated. The objective is to offer an understanding of F&A costs to explain and defend the validity of these real costs to be reimbursed to your institution. This session will also address other issues, such as cost sharing, equipment depreciation, space issues, F&A cost return policies and early preparation as related to the F&A cost process. This is not your typical indirect cost session that will leave you scratching your head at its conclusion. Participants will better understand the issues and the structure of indirect costs and the fact that they are real costs, not monopoly money.

Speakers: Keith Graff, Grants Management Leader, PricewaterhouseCoopers LLC; Michael Warnock, PhD, Special Assistant to the Vice Chancellor, University of Missouri Room: Robert Johnson (Lobby Level)

Content Level: All Levels C-RI Track: HT This session will explore aspects of data management and ownership that involve relational aspects of communications and interactions among researchers. Data acquisition will be discussed in the context of different disciplinary norms in order to strengthen understanding of different approaches that are encountered throughout the research complex. Data ownership will be analyzed in terms of a “bundle of rights,” elucidating the roles that organizations and their investigators play in using and safeguarding data. Participants will gain a better conception of the ethical and regulatory issues surrounding data sharing.

Speaker: Russ Price, Federal Compliance Manager, Utah State University Room: Magnolia (Second Floor)

Certificate Key C-HRP C-LD

Human Research Protections Leadership

C-PRAM

Practice of Research Administration and Management 17

C-RL

Research Law

Wednesday Concurrent Sessions April 10 | 9:00 - 10:15 AM W4: "Who's On First?" How Visiting Scholars, Students and Others Affect Compliance

W1: Life Beyond Your Job Content Level: All Levels

Track: PD

Do you believe in having a life outside of work? Do you spend more time at work and/or working than you would like? Is your work-life hectic? Wish you could find ways to manage your time better? Never have time to read that stack of self-help books on organizing and simplifying your life? Let's discuss some of the best ideas out there to help take control of your work-life and focus on what is truly important.

This session will discuss setting priorities, creating boundaries, planning and organizing and simple tips and tricks. Let's use our collective brain power: bring your own work-life balance tricks to share with your colleagues!

Speaker: Rose Hawley, Certified Elite Life Coach, Mindfully Organized Room: Ludwig’s (Second Floor)

Content Level: All Levels C-RI Track: RE Since many laws and regulations are designed to ensure research is conducted in an ethical manner, research ethics and compliance go hand in hand. At the same time, increased regulatory oversight is often met with resistance in a community that values academic freedom and open collaboration. This session reviews challenges faced in today's environment and the importance of developing methods to get a handle on who is working on our PIs’ projects - to be sure we are covered in terms of export control, intellectual properties, confidentiality agreements, and other compliance issues.

Speaker: Jane Burns, CPA, Assistant Director and Compliance Officer, University of Tennessee W2: The Research Support Office as a Strategic Partner Room: Bluebonnet (Second Floor)

for Long Term Development

W5: Identifying and Resolving Intellectual Property Issues During Pre-Award

Content Level: Advanced Track: MO The offices of research management and administration work in a highly competitive field and in order to stay competitive, they must develop constantly. Development is driven by both internal and external factors and very often reflects the overall vision and strategy of the institution.

At Aarhus University, the academic and administrative structure changed completely in 2011. The research support office was chosen to play a central role in the future, combining both strategy, pre- and postaward and talent development and recruitment. This session will focus on the development of the institutional structure and how the research support office now works in a highly strategic way with a long-term plan for PIs, research groups and departments.

Speaker: John Westensee, Director of Central Research Support, Aarhus University, Denmark Room: Quadrangle (Third Floor)

Content Level: Intermediate C-PA/RL Track: PA There are a number of intellectual property issues to be resolved during the pre-award stage including: identifying IP ownership issues in industry collaborations, resolving export control regulations, material transfer agreements, etc. The heart of this presentation will be several case studies of pre-award IP issues that arise when dealing with governmental agencies and private businesses: limits on publication, insistence on exclusive IP ownership, governmental agency's right to use inventions, etc. This session will discuss different approaches to resolving these issues. Lastly, this presentation will discuss ways to most effectively work with your institution's Technology Transfer Office.

Speaker: Grace Liu, JD, Intellectual Property Specialist and Research Administrator, California State University, Fresno Room: Magnolia (Second Floor)

W3: Sub-contracting and Sub-recipient Monitoring: Best Practices

W6: The University of California's Journey Examining and Revising its IDC Recovery Policy

Content Level: Basic C-IRAM/FM/RL Track: FM This session will cover the fundamentals of sub-awards, sub-contracts and sub-recipient monitoring. What is required by 2 CFR Part 215 (OMB Circular A-110) and OMB Circular A-133? How do you know what terms to flow down to different types of sub-agreements? How do you and how much can you vary the FDP sub-agreement for particular circumstances? What do you do when part of an award is cost reimbursable and another part is fixed price? How do you deal with commercial sub-awardees and sub-contractors? What rules apply to what parties? Once the agreement is issued, what do you need to do to monitor the sub-recipient's activities?

Speaker: Cindy Kiel, JD, CRA, Executive Associate Vice Chancellor for Research, University of California, Davis Room: Robert Johnson (Lobby Level)

Content Level: Intermediate Track: HT A significant portion of the University of California's (UC) revenues can be attributed to indirect cost recovery from extramural research awards. With the growing disinvestment of UC by the State of California, the recovery of F&A costs has grown more urgent in order to ensure that buildings and labs are maintained, and administrative support is available to faculty and researchers. Under a collaborative process that involved all ten UC campuses and senior management, UC underwent a working group process to identify strategies to recover greater F&A. This session will explore the working group process and identify the common challenges in ensuring maximum F&A recovery.

Speaker: Michael Kusiak, Research Policy Analyst, University of California, Office of the President Room: Alamo (Third Floor)

Track Key PD MO

Professional Development Management and Operations

FM RE

Financial Management Research Ethics 18

PA HT

Pre-Award Hot Topics

Wednesday Concurrent Sessions April 10 | 10:30 - 11:45 AM W7: Everyone Deserves a Second Chance... Sometimes

W10: Autism and Vaccines: How Research Misconduct Continues to Mislead the Public

Content Level: All Levels Track: PD This session will cover the uncomfortable topic of employee termination. While effective termination will be discussed, more of the focus will be placed on alternatives to termination. This session will explore ways for employees and managers to come together to remediate employee under-performance, make clear performance expectations and benchmarks, and establish effective communication. The speakers will also explore what resources may be available in a university setting for managers and employees to utilize to improve performance.

Speakers: Theresa Sears, CRA, Assistant Director, University of Tennessee; Justo Torres, CRA, Assistant Director, University of North Carolina, Chapel Hill Room: Ludwig’s (Second Floor)

Content Level: All Levels C-IRAM/RI/HRP Track: RE Autism is a heart-breaking diagnosis for families, leaving parents, teachers and healthcare providers looking for answers. One answer came when Andrew Wakefield published his work and declared a link to vaccinations. The public at large was enraged by this link, leading many parents to refuse vaccination of their children. Years later when the research was questioned, confusion and disbelief resulted when the work was found to be fraudulent. Now we have fewer children who are immunized; but, we still have parents believing that there is a link to Autism. Although retracted in medical literature, "public retraction" has been nearly impossible. As research administrators we can recognize our roles and where we can meet high standards society deserves.

Speaker: Tonya Edvalson, Research Regulatory Coordinator, Intermountain Healthcare Room: Bluebonnet (Second Floor)

W8: Research Administrator's Healthcare Clubhouse Content Level: Advanced Track: MO WANTED! Research Administrators and Directors from Healthcare Systems and Hospitals! This session is an invitation to attend an inperson benchmarking exchange. Benchmarking defined: The practice of being humble enough to admit that someone else is better at something and being wise enough to learn how to match and even surpass them at it. From regulatory compliance to operational effectiveness as a group, this session is about sharing and learning from like minded professionals who manage research in a hospital and/or healthcare system.

Speaker: Amy Sikalis, Director, Office of Research, Intermountain Healthcare Room: Magnolia (Second Floor)

W11: Critiquing a Proposal When You're Not a Writing or Subject Matter Specialist Content Level: All Levels C-IRAM/PA Track: PA Many pre-award staff members feel caught in an awkward position when they're asked to critique proposals before submission even though they're not writing or subject matter specialists. This interactive presentation will offer at least four possibilities from the presenter's experience, including: 1) assessing the persuasiveness of the writing from a classical rhetoric perspective, 2) assuming the persona of an educated reader with no knowledge of the field, 3) addressing the logic and structure of the proposal elements at the section and sentence levels, and 4) reminding the writer of a proposal's rhetorical situation, which incorporates a "sales pitch" to reviewers.

Speaker: Paul Tuttle, Grants Consultant, Hanover Research Room: Quadrangle (Third Floor)

W9: The Economics of Perception: Recovered F&A and the Decision to Engage in Research Content Level: Intermediate C-FM Track: FM There is one aspect of sponsored research associated with higher education's research enterprise that often places the institution's research administrators and the institution's faculty members in conflict with each other: the recovery of Facilities and Administrative (F&A) costs associated with sponsored research projects. Currently, there is insufficient study of the faculty member's reaction based upon her or his perception of the institution's use of recovered F&A costs and how it affects the inclination of the faculty member to engage in sponsored research activity. The latent effect of faculty members choosing to not be involved in sponsored research activity based upon their negative reaction to the institution's various uses of recovered F&A costs could result in a decline of total sponsored research awards from sponsors.

Speaker: Anne Hatfield, Manager, Grant Budget Assistance Unit, West Virginia University Room: Alamo (Third Floor)

W12: Protecting Research from the Impact of Disasters Content Level: All Levels Track: HT Natural disasters and the threat of an influenza pandemic have prompted many research organizations and their communities to develop and practice all-hazards preparedness, response, and recovery plans. This session will describe the roles and responsibilities that need to be assumed before and during a response to a public health emergency as part of a coordinated community response. Information will be provided on preparation and response initiatives with an emphasis on procedures, processes, and tools of relevance to research organizations.

Speaker: Lawrie Robertson, Assistant Dean for Administration, University of Washington School of Public Health Room: Robert Johnson (Lobby Level)

Certificate Key - Certificates in Full C-IRAM

Introduction to Research Administration and Management

C-PA

Pre-Award

19

C-RI

Research Integrity

Evaluation Guide and Future SRA Meetings Monday, April 8

Tuesday, April 9

Keynote Address: Cindy R. WalkerPeach, PhD

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_______________________________________________ Session M__ Presenter(s) ____________________________ _______________________________________________ _______________________________________________ At the end of each day, you will receive a survey for the day’s sessions.

Please check your e-mail.

Wednesday, April 10 Session W__ Presenter(s) ___________________________ _______________________________________________ _______________________________________________ Session W__ Presenter(s) ___________________________ _______________________________________________ _______________________________________________

2013 SRA International Annual Meeting October 26-30 Sheraton New Orleans, New Orleans, Louisiana www.sra2013.org 2014 Western/Southern Section Meeting March 30-April 2 The Westin Denver Downtown, Denver, Colorado 2014 Midwest/Northeast Section Meeting April 27-30 Marriott City Center, Minneapolis, Minnesota 2014 SRA International Annual Meeting October 18-22 Hotel del Coronado, San Diego, California

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Meals at a Glance Sunday, April 7 Opening Reception Buckhorn Saloon and Museum 7:00 - 9:00 PM Fresh Spinach Quesadillas Fresh Spinach, Bell Peppers, Green Onion and Monterey Jack Cheese Served in Hot Flour Tortilla

Tuesday, April 9 Continental Breakfast 8:00 - 9:00 AM Seasonal Diced Fresh Fruit with Yogurt Dip, Freshly Baked Pastries, Muffins and Croissants, Butter and Preserves, Chilled Orange and Apple Juice, Coffee and Hot Tea Morning Break 10:15 - 10:30 AM Assorted Soft Drinks, Coffee, Hot Tea and Water

Shrimp Vera Cruz Shrimp Marinated with Cilantro, Green Onions and Peppers, Served Chilled with Crispy Corn Chips

Business Meeting Lunch 12:00 - 1:30 PM

Barbecue Poorboy Sandwiches Barbecue Brisket Layered Unbaked Bread, Garnished with Sliced Sweet Onions and Pickles, and Topped with Don’s Famous Barbecue Sauce

Roasted Red Potato Salad, Cabbage and Radish Slaw, Baked Beans, Char Grilled Angus Beef Burgers, Garlic Herb Grilled Chicken Breast, Green Leaf Lettuce, Sliced Beefsteak Tomato, Shaved Red Onion, Kosher Spears,

Nacho Station Featuring: Chili Con Queso Spicy White Cheddar Cheese Dip Served Hot with Crispy Corn Chips and Picadillo Freshly Ground Seasoned Beef Dip with New Potatoes, Raisins, and

Sharp Cheddar Cheese, Baby Swiss, Pepper Jack Cheese, Basil Mayonnaise, Whole Grain Mustard and Ketchup, Whole Wheat and Focaccia Rolls, Mango Iced Tea and Coffee

Roasted Almonds, Served Hot with Crispy Corn Chips

Afternoon Break

Fried Jalapenos Large Jalapenos Filled with Cheese, Breaded, and Deep Fried

3:00 - 3:15 PM Freshly Baked Cookies and Brownies, Individual Whole and Chocolate Milk, Assorted Soft Drinks, Coffee, Hot Tea and Water

Seasonal Vegetables

~o~

Fresh Seasonal Fruit Display

Wednesday, April 10

Double Fudge Brownies and Strawberries

Continental Breakfast 8:30 - 9:00 AM Seasonal Diced Fresh Fruit with Yogurt Dip, Freshly Baked Pastries,

Hot Coffee, Beer, Wine and Margaritas ~o~

Monday, April 8 Plated Breakfast 8:00 - 8:30 AM Scrambled Eggs Topped with Chives and Sundried Tomato, Smokehouse Bacon and Sausage, Breakfast Potatoes with Onion and

Muffins and Croissants and Bagels, Butter, Honey, Preserves and Cream Cheese, Fruit and Plain Yogurts, Chilled Orange and Apple Juice, Coffee and Hot Tea Morning Break 10:15 - 10:30 AM Coffee, Hot Tea and Water

Bell Peppers, Freshly Baked Pastries, Muffins and Croissants, Butter and Preserves, Chilled Orange Juice, Coffee and Hot Tea Morning Break 10:45 - 11:00 AM Coffee, Hot Tea and Water Afternoon Break 3:30 - 3:45 PM Tri-Colored Tortilla Points with Fresh Housemade Salsa, Con Queso and Guacamole, Assorted Soft Drinks, Coffee, Hot Tea and Water 21

Networking Events and Things to Do Welcome Gathering for Newcomers Sunday, April 7 | 6:00 - 6:45 PM Reception on the Gunter Terrace (2nd Floor) First time at an SRA meeting? SRA invites everyone to come welcome the newcomers to SRA before we head off to the Opening Reception. Newcomers will receive their own “spicy hot” lanyard to wear during the entire meeting when they come to this event.

Breakfast with Round Table Discussions Tuesday, April 9 | 8:00 - 9:00 AM

Opening Reception Sunday, April 7 | 7:00 - 9:00 PM Buckhorn Saloon and Museum 318 East Houston Street San Antonio, TX 78205

Crystal Ballroom (2nd Floor) Everyone is invited to attend this breakfast where you can sit and chat with knowledgeable SRA veterans on a myriad of topics. Please see the Registration Desk early at the conference to sign up for a table with a topic of interest. Find the table number

The Buckhorn Saloon is where it all began—where history was

and enjoy breakfast with like minded content experts. Strike up made and legend lives. For over 131 years, The Buckhorn Saloon a conversation with other attendees while enjoying a delicious has been known as a gathering place for good conversation, meal and exchange relevant information. It is a perfect opportugreat food and spectacular wildlife exhibits. Many of the original nity to build your network, so be sure to bring your business furnishings still grace today's Buckhorn Saloon, including the

cards.

back-bar which was hand-crafted of marble and cherry wood.

The Buckhorn Museum features wildlife from all over the world;

Dinner Groups

including fish from the seven seas, animals from every continent

Monday, April 8 and Tuesday, April 9

and strange animal oddities which have been collected for over 100 years! The exhibit halls are comprised of over 520 species

You can sign up to join a dinner group on Monday and/or Tues-

of wildlife—many of which are record holders.

Silent Auction Opens on Monday, April 8 at 8:00 AM

day evening at the SRA Registration Desk, Crystal Foyer (2nd Floor). Join your colleagues for this great networking opportunity! Participants are responsible for their own expenses.

Please arrive at the SRA Registration Desk 15 minutes before the reservation times below.

Closes on Tuesday, April 9 at 10:30 AM Crystal Ballroom (2nd Floor)

Monday, April 8

As in past years, we are holding a silent auction with items do-

Biga on the Banks - 6:00 PM Boudro’s - 6:00 PM Luke - 6:30 PM Rita’s on the River - 6:30 PM

nated by our members and local businesses. The silent auction will be open from Monday morning to Tuesday morning at the back of the Crystal ballroom. Please visit to view the variety of

Tuesday, April 9

donated items and make a bid on the item you want. Come back to make sure that someone has not outbid you! Winners are chosen on Tuesday at 10:30 AM. Funds raised from the silent

Acenar - 6:30 PM Barriba Cantina - 6:30 PM Bella on the River - 6:30 PM Texas Land & Cattle - 6:30 PM

auction will be dedicated to providing travel support to research administrators, who may not otherwise be able to participate.

22

Networking Events and Things to Do Research Administration goes FIT in Texas Monday, April 8 - Wednesday, April 10 | 6:30 AM Sheraton Gunter Hotel East Houston Entrance

please. Cheatin’ at cards is a pretty serious offense in these parts!

Explore Downtown San Antonio!

Join us every morning for a different running, walking or jogging

The meeting's prime location puts you close to many attractions

route through the Downtown San Antonio Area! ALL levels of experience and fitness are welcome and we will pace to be

in San Antonio. During your stay in Downtown San Antonio, plan a visit to the historic Majestic Theater (Million Dollar

comfortable for everyone – the goal is to get out and get moving Quarter playing April 2-7), which is right across the street or before a long day of learning, networking, and sitting down. take a stroll along the famous Paseo del Rio, or the San Antonio Maps, alternate routes, cycling rentals, and more can be found at Riverwalk. World class dining and other attractions are literally registration.

right outside our door.

#BIGSRA Twitter Game Monday, April 8 and Tuesday, April 9 | 3:30 - 3:45 PM Crystal Foyer (2nd Floor) Join us on a social media adventure! Use your SRA Southern/ Western Section meeting app (Bloodhound) or any other

You may want to start at the famous Alamo, which has been called the cradle of Texas liberty. See why it's remembered so well. You can also tour the Missions Trail that connects the five historic missions surrounding the old city. Or check out some of the several fine museums of San Antonio, where you can explore the local heritage and culture.

Twitter app to tweet your thoughts any time during this Then step over to the famed San Antonio Riverwalk for fun and meeting. Tweet a great quote from the speaker you are listening nightlife. You'll find authentic entertainment, shopping and fine to. Tweet a fun photo during break. Tweet about exhibitors dining in a one-of-a-kind atmosphere. Nothing beats Texas product you are excited to learn more about. Just make sure to cooking, known for Tex-Mex dishes, steak houses, and of use #bigsra in your tweet. You can follow the stream of course, good ol' Texas bar-b-que. #bigsra in our meeting app! During Monday and Tuesday afternoon breaks we will draw one random #bigsra tweet for a fun prize. And you never know, your tweet may be shared with the whole group during housekeeping! Can't wait to see all the fabulous ideas that flow from our meeting! Saddle up and let's ride with #bigsra.

Texas Hold’em, SRA-Style Tuesday, April 9 | 3:30 - 3:45 PM Crystal Foyer (2nd Floor)

San Antonio Mobile Apps SAVE in San Antonio San Antonio Vacation Experience (SAVE) provides discounts for some of the most popular attractions in San Antonio, including museums, theme parks, shopping, sightseeing and more. Just show the coupons right on your phone.

San Antonio Official Travel Guide Discover the best places to stay, visit, shop and eat in San

The Texas legislature made it official: They passed a bill

Antonio, along with up-to-date information, directions and

proclaiming Hold’em was invented in Texas! When you come away from San Antonio, we want you holding the best cards in

pictures. Search by list or map. Filter your results to find exactly what you’re looking for. And use the Favorites tab to plan your

your hand. But at the SRA meeting, it won’t be a game of

trip.

chance! All you have to do is chat with our great vendors during your breaks, where you’ll receive a game card. Once you

Don’t forget to download the Official San Antonio Meeting app!

have 5 playing cards in your sleeve (supplied in your packet), write your name on it and turn it in at the Registration Desk. You’ll be entered into the drawing for great prizes to be

Search 2013 SRA Southern/ Western Section Meeting on Bloodhound

held at the Tuesday afternoon break. One entry per attendee, 23

SRA Certificates Offered in Full To complete a Certificate at this meeting, you must be a full SRA member and have completed all the session/workshop requirements. If you have taken any of the sessions/workshops in the last three years you do not need to repeat - just provide SRA’s Education Coordinator, Nora Potter, with a list of the courses you have taken and the name of the meeting at which you took them. Tracking booklets are available at the Registration Desk. Certificates will be issued at the end of the meeting, and may be picked up at the Registration Desk. Please note that some sessions can be applied to more than one Certificate Program.

Introduction to Research Administration and Management Ideal for someone new to the profession or as a refresher for a more seasoned research administrator, The Introduction to Research Administration and Management certificate explores the broad scope of the multi-faceted profession of research administration. The comprehensive curriculum - developed by some of the "best of the best" instructors in the field - provides an overview and introduction to the broad field of research administration and management. Elements of the curriculum include understanding the environment and context within which research administration is conducted as it relates to such diverse areas as research law, research ethics, fiscal management, regulatory compliance, sponsored program administration, and pre- and postaward management.

Pre-Award The best preparation for a successful funding decision is the solid planning and preparation on the variety of issues needed to submit a high quality competitive proposal. The work of pre-award research administrators prepares the way for successful implementation of the funded project. The Pre-Award Certificate provides instruction in the broad scope of responsibility for research administrators who work with investigators to plan, develop, and prepare grant proposals for submission, and who trouble-shoot with various agency personnel, institutional administrators, and investigators to ensure all issues are clarified before an award is made. The program features workshops and sessions on finding and disseminating funding opportunity information, proposal development and submission, budget preparation, award review and acceptance, post-submission communications, the responsible and ethical conduct of research, eRA systems, and other relevant topics.

Research Integrity The Research Integrity Certificate provides a foundation for identifying, understanding and addressing the complex ethical dimensions of conducting research. Those completing the certificate program will have obtained a basic understanding of topics associated with research integrity - including cultural aspects, goals for facilitating research integrity, and strategies for creating an institutional culture that values ethical and responsible practices in research. Topics addressed may include data ownership and management, social responsibility, animal welfare and human subjects protection, peer review, collaboration, mentoring, authorship, research misconduct, international research, and conflict of interest and commitment.

2013 Annual Meeting Certificates 

Financial Management



Introduction to Research Administration and Management



Leadership



Research Law

SAVE THE DATE! October 26-30 24

Continuing Education Credit Information Continuing Education Units (CEU) Registrants will receive continuing education units and credit for all workshops and sessions they attend during the meeting.

Continuing Education Unit (CEU) is a nationally recognized measure of participation in a continuing education program. A CEU is defined as ten hours of program contact (1 CEU = 10 hours of education programming). In countries, such as Canada, the term Continuing Education Credit (CEC) is used instead.

SRA International is accredited to offer official Continuing Education Units by the International Association for Continuing Education and Training (IACET) CEUs for certain workshops. As an IACET Authorized Provider, SRA International offers CEUs for its programs that qualify under IACET guidelines. One IACET Continuing Education Unit (CEU) is defined as ten contact hours of participation. SRA International underwent a lengthy application process that included submitting organizational information and event materials, being evaluated during a site visit, and agreeing to adhere to the IACET criteria. Information about the IACET Workshop: WS1: Fundamentals of Research Administration and Management is on page 9 and online.

Certified Research Administrators (CRA) RACC accepts credit for all workshops, sessions and general session that you attend during the meeting. One contact hour is equal to one credit hour (1 hour 15 minute sessions = 1.25 hours; 1 hour 30 minute session = 1.5 hours) For questions regarding CRA Certification and the Body of Knowledge, please contact the Research Administrators Certification Council (RACC), which will have an exhibitors booth on-site.

CPE Credit for Certified Public Accountants (CPA) The Society of Research Administrators International is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org SRA International is accredited by the National Registry of CPE Sponsors. This program is administered by the National Association of State Boards of Accountancy (NASBA) to sponsor and award Continuing Professional Education (CPE's) to accounting professionals. CPE credits are awarded to Certified Public Accountant (CPA's) in order to maintain their license.

Learning objectives, program level and any prerequisites/advanced preparation requirements for each workshop and concurrent session are noted online. This program is a "group-live" offering. CPE Credits will be available for workshops and concurrent sessions. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits are calculated on a 50-minute hour.

Pick up CPE tracking sheets and sign in on-site at the Registration Desk.

Continuing Legal Education (CLE) Credit Attorneys seeking continuing legal education (CLE) credit in their home state may request a letter verifying attendance, and any programming documentation necessary to try and collect CLEs through their state licensing board one week after the meeting.

Please note that the State Courts and State Bars have final authority on the acceptance of individual courses for CLE credit.

If you have any questions or would like documentation verifying attendance, please contact SRA’s Education Coordinator, Nora Potter, at npotter@srainternational.org

25

2013 Southern/Western Section Officers Southern Section Officers

PRESIDENT Justo Torres University of North Carolina, Chapel Hill

PRESIDENT-ELECT Cira Mathis University of Central Florida

SECRETARY Ellen Zavala University of North Carolina, Charlotte

TREASURER John Roark Murray State University

PAST PRESIDENT Carla Cavender Texas Tech University

Western Section Officers

PRESIDENT Russ Price Utah State University

PRESIDENT-ELECT Ed Black University of Utah

SECRETARY-TREASURER Kathy Harris March of Dimes

PAST PRESIDENT Joann Waite Gonzaga University

Our sincerest thanks to all SRA Volunteers and Staff‌ Section, Chapter and Society officers, Planning Committee Members, Track Chairs, On-site Volunteers and Speakers

26

Planning Committee and SRA International Staff Planning Committee Track Chairs, Committee Chairs and Other Volunteers Professional Development Track Susanne Van Weelden, Texas Tech Health Sciences Center, El Paso Pam Miller, University of California, Berkeley Management and Operations Track Celeste Rivera-Nuñez, University of Central Florida Alma Munoz Canete, Veterans Medical Research Foundation Financial Management Track Jaswinder "Cookie" Kaur, University of Central Florida Terri Pianka, University of Utah Research Ethics Track Phillip Campo, University of Tennessee Ann-Marie Dake, Lawrence Livermore National Laboratory Pre-Award Track Fran Stephens, University of Oklahoma Ed Black, University of Utah Hot Topics Track Laura Bilbao, Texas Tech University Cindy Lopez, California State University, Monterey Bay

First Time Attendee/Ambassador/Newcomer Events Committee Mary Holleran, West Virginia University Chrissy Carr, La Jolla Institute for Allergy and Immunology Liz Estes, La Jolla Institute for Allergy and Immunology Tonya Edvalson, Intermountain Health Care

Silent Auction Committee Yvonne Murray, University of Texas, Austin Social Media Committee Rose Hawley, Mindfully Organized Renee Vaughan, Duke Medicine

Program Book Committee Carla Cavender, Texas Tech University Ellen Zavala, University of North Carolina, Charlotte Runners Group/Cycling Group Committee Rose Hawley, Mindfully Organized Rebecca Ohnemus, University of the Incarnate Word Denyse Pettersson, Children’s Hospital and Research Center, Oakland Cultural Activities Committee Denyse Pettersson, Children’s Hospital and Research Tonya Edvalson, Intermountain Health Care Nora Potter, SRA International Center Oakland Midge Breslof, Southwest Research Institute Additional Volunteers Catherine Diaz-Khansfield, University of California, Food Selection Committee Davis Cira Mathis, University of Central Florida Stacie House, Baylor College of Medicine Rose Hawley, Mindfully Organized Charna Howson, Appalachian State University Volunteer Committee Ella Taylor, Western Oregon University Jennie Amison, San Diego State University Research Julie Wammack, Florida State University Foundation Leah Zimmerman, University of North Texas Health Heather Thomas, Texas Tech University Science Center, Fort Worth Roundtable Discussions Committee Rebecca Rosales, Children’s Hospital and Research Center, Oakland

SRA International Headquarters Staff 

Elliott Kulakowski, PhD, MBA, Chief Executive Officer exedir@srainternational.org Customer service concerns, operations, governance, strategic planning, policies and procedures.



Ellen Lupinski, CMP, Director of Meetings and Education elupinski@srainternational.org Section & annual meeting program planning and logistics, IACET CEUs, CPEs, speaker logistics, SRA Certificates, contract reviews.



Rebecca Vandall, Director of New Program Development and Strategic Partnerships rvandall@srainternational.org Exhibit and sponsorship opportunities, SRA award nominations, Webinar planning, Distinguished Faculty, SRA Symposium, and Career Center for job postings.



Kerri McGovern, Manager of Membership, Marketing and Communications kmcgovern@srainternational.org Membership (new and renewals), benefits, mailing list rentals, web site login problems, SRA Catalyst, the Journal of Research Administration, SRA International social media.



Nora Potter, Education Coordinator npotter@srainternational.org Section and International nominations and elections, session evaluations, workshop and session speakers, presentation postings to the web site, certificate program questions not related to planning, verification of attendance at webinars and meetings.



Jenny Gauvin, Meeting Planner jgauvin@srainternational.org Meeting questions not related to speakers, e.g., dates, locations. Primary contact for chapter meeting planning, chapter web site updates and chapter nominations and elections.



Kathryn LaBarre, Membership and Registration Coordinator klabarre@srainternational.org Membership and registration (Webinars, meetings, etc.) inquiries, member record updates and verifications, payment verifications, members only login inquiries, other general membership and registration questions.



Yvette Rector, Accountant yrector@srainternational.org Accounts payable inquiries.

27

Exhibitors As experts in the field of research administration, SRA exhibitors are an essential part of the research community. Representatives from the following companies and institutions will be available during break times on Monday through Wednesday. Stop by to obtain valuable information to help you navigate through the complex processes of research administration or to view open positions on the SRA Career Center Board.

Exhibits will be open Monday through Wednesday in the Crystal Foyer .

MŌDERAS, supporting the only FREE solution developed BY research administrators FOR research administrators. Visit our booth to learn how we can help find the right solution for you!” www.moderas.org Priority Software, Inc. Stop losing money, and avoid writeoffs! Since 1987, Priority Software Inc.’s research and grant management software solutions have been a prominent choice among research intensive institutions. Our Budget Accountant (BA) and Facility Evisions, Inc. Get the Easy to Use, Easy to Launch and Easy to Manage Billing System (FBS) products are recognized as nationwide leaders due solution for sponsored project life cycle management. The Evisions to their ease of use, functionality and cost effectiveness. Our solutions Research Suite which includes Cayuse 424 and Cayuse SP comes from a are always built on the latest technologies, which easily integrate with

PLATINUM SPONSOR

company with over 16 years of experience in research administration.

Our customers drive everything we do – our research, products, service and support. We truly believe that it is great relationships that make all the difference – when you work with us, you are part of the Evisions team. For more information about Evisions, our products and our services, please visit: www.evisions.com.

Information Technology Works, Inc. IT Works offers Grant, Financial and HR Management Software, and now Effort Certification and Reporting. Stop by our booth and see our powerful, high-end solutions. They have a low-end price and are easy to use. In fact, IT Works’ software is so simple to learn that the people who buy it actually end up using it. How amazing is that? IT Works Grant, Financial, HR Management, Effort Certification and Reporting software. Scalable. Modular. Powerful. Affordable. And, simple. Really simple. See it now at www.itworks-inc.com.

MAXIMUS Higher Education Practice provides research administration consulting services and software solutions to colleges, universities, hospitals, and not-for-profit institutions. Our industryleading software tools include the Comprehensive Rate Information System (CRIS Long & Short Form), Effort Reporting System (ERS), a web-based space survey tool (WebSpace), and a learning and enrollment management solution (RosterTech). We provide a Compliance Risk Assessment (C/RA), as well as Sponsored Project Enhancements in the area of Research and Sponsored Projects Administration. MAXIMUS solutions enable institutions to be compliant

your other existing tools and systems. The information is displayed graphically to any PC, Mac, and/or mobile device(s) with web access.

Visit www.prioritysoftware.com, or call (205)202-8400 for additional information.

Research Administrators Certification Council (RACC) is an independent nonprofit organization which offers voluntary certification by examination for all research and sponsored programs administrators.

The organization currently offers two credentials: Certified Research Administrator (CRA) which measures a professional’s overall knowledge of research and sponsored programs administration and Certified Pre-award Research Administrator (CPRA), to recognize the professional knowledge of those who specialize in pre-award administration. Please visit us at www.racc-cert.org.

Strategic Sourcing Solutions helps research oriented institutions realize 10%-40% documented savings on a wide array of fixed expenses.

Some of these include; print services, voice/data/telecom, office supplies, waste removal, facilities, utilities and equipment service contracts. All studies are free of charge and no commitment is necessary. Our subject matter experts (SME’s) have many years of experience in helping institutions reduce costs while maintaining current relationships with your vendors. For more information please contact Jim Caughey, Principal, at 262-993-1643 or jcaughey@stratsourcing.net.

with federal OMB Circulars A-21 (or A-122 if applicable), A-110 and A133 and to meet agency expectations. Please visit us at www.maximus.com.

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Notes ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ 30

Sheraton Gunter Hotel Floor Plan 205 East Houston Street, San Antonio, Texas 78205 Phone: (210) 227-3241

Official San Antonio Meeting App

SRA Presentations

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www.srainternational.org/bigsra/presentations

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