2013 Southern/Western Section Program Book

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

Transcript of 2013 Southern/Western Section Program Book

Page 1: 2013 Southern/Western Section Program Book

RESEARCH

IN TEXAS

The Society of Research Administrators International

2013 Southern/WesternSection Meeting

San Antonio, TX | April 7 - 10, 2013

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Check the SRA Website for more information and to

learn about upcoming Webinarsand Chapter meetings in your area

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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.

2013 Southern/Western Section Meeting

San Antonio, Texas

April 7-10

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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

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 sign-

ups 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.

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

planned and implemented our San Antonio meeting are listed on pages 26-27. If you see any

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 Russ Price

Southern Section President Western Section President

Official San Antonio

Meeting App

Search 2013 SRA Southern/

Western Section Meeting on

Bloodhound

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Keynote Speaker

Cindy WalkerPeach, PhD

Cindy WalkerPeach, PhD

Director

Austin Technology Incubator

Bio and Health Sciences

University of Texas, Austin

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

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 Event Location

Sunday, April 7

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

Director, Austin Technology Incubator

Crystal Ballroom (2nd Floor)

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)

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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

[email protected] or Russ Price (Western) at [email protected]. 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

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

WS3: Developing an Institution's Strategic Plan for

Research and Making Everyone Happy (Not)

Content Level: Intermediate Track: MO

Speaker: Gary Snowder, PhD, Associate Vice President for Research,

University of Nevada, Reno

Room: Bluebonnet (Second Floor)

WS4: Living with the New FCOI Regulations:

Compliance and Emerging Practices

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)

WS5: Proposal Development

Content Level: Beginner C-PA Track: PA

Speaker: Nancy Bell, PhD, Principal, Research Image, Inc.

Room: Magnolia (Second Floor)

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

WS7: Hiring the "Right" Person and Getting Them Off

to a Good Start

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)

WS8: Managing University-Affiliated Organizations

Content Level: Intermediate Track: MO

Speaker: J. Michael Slocum, JD, President, Slocum & Boddie, PC

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)

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)

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)

Certificate Key

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

C-IRAM Intro to Research

Admin & Mngmt

C-PA Pre-Award

C-RI Research Integrity

C-CT101 Clinical Trials 101

C-CT201 Clinical Trials 201

C-FM Financial Management

C-GR Grantsmanship

C-NIH NIH Grants

C-HRP Human Research

Protections

C-LD Leadership

C-PRAM Practice of Research

Admin & Mgmt

C-RL Research Law

Track Key PD Professional Development

MO Management and Operations

FM Financial Management

RE Research Ethics

PA Pre-Award

HT Hot Topics

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Monday Concurrent Sessions

April 8 | 9:30 - 10:45 AM

M1: The Mentoring/Coaching Model for Research

Administrators

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 effi-

ciency 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)

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" sce-

narios. 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 circu-

lars. This session will answer the following questions and more. What is

the difference between a recharge center and a specialized service facil-

ity? 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 accu-

mulate, if any? Please join the speaker for this informative session.

Speaker: Deston Halverson, Director, Huron Consulting Group

Room: Alamo (Third Floor)

M4: The History, Ethics, and Regulations of Animal and

Human Subject Research

Content Level: Beginner C-RI/CT101/HRP/NIH Track: RE

Animal Care and Use Committee and Institutional Review Board ap-

proval is required prior to initiating research and before disbursement

of externally-sponsored funds. While both the human and animal pro-

tection regulations were put into place to protect research subjects,

they have a surprisingly different history and scope of protection. Pro-

tection 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 depart-

ment. No researcher wants to hear that the grant proposal is unaccept-

able because they did not address the regulatory requirements for ethi-

cal research. This session can help avert that experience.

Speaker: Janai Symons, JD, Research Compliance Officer, Western

Washington University

Room: Magnolia (Second 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. Fund-

ing development tools such as Research.gov, Grants.gov, NIH RePorter,

Foundationcenter.org, etc. will be discussed. Common electronic sub-

mission systems such as Grants.gov and NSF Fastlane will be over-

viewed 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, communi-

cation, and automated technologies for NSF operational and grant over-

sight. Material will also cover the use of data analytics and government-

wide 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 Professional Development

MO Management and Operations

FM Financial Management

RE Research Ethics

PA Pre-Award

HT Hot Topics

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Monday Concurrent Sessions

April 8 | 11:00 AM - 12:15 PM

M7: Research Administration: The Real World

Content Level: All Levels Track: PD

Communication skills are a crucial component of the research adminis-

trator'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 communi-

cation; 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)

M8: Building Your Own Lifeboat

Content Level: All Levels Track: MO

Research administration involves so many components in "getting the

job done" in a timely manner. From a pre-award perspective, the

speaker will be providing pertinent information regarding the workings

of a pre-award office in conjunction with the post award office. Effective

leadership skills are essential in research administration, particularly

when you are working together as two separate departments. There-

fore, tips to include leadership strategies acquired from years of experi-

ence as the director of the pre-award department will also be shared.

Speaker: Kathryn Schoonover-Redden, Director of Research and

Sponsored Programs, Northeastern State University

Room: Bluebonnet (Second Floor)

M9: Fostering a Team Approach to Cost Sharing:

A Pre- and Post-Award Perspective

Content Level: Beginner C-IRAM/FM Track: FM

Cost sharing in proposals is a common issue for research administra-

tors. What is cost sharing? What is mandatory vs. voluntary cost shar-

ing? 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 suffi-

cient? This session will cover these topics as well as give examples of

team approaches to resolving cost sharing challenges in research ad-

ministration.

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)

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

Content Level: Beginner C-RI Track: RE

Research administrators ensure that the vital link between funding agen-

cies, 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 poli-

cies, 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

and effective. Much of this assistance is offered through consulting ar-

rangements. In return, faculty members are provided financial rewards

ranging from a few hundred dollars a day to stock options, and license

agreements worth thousands and even millions of dollars. The following

topics (and more) are covered: To what extent is a consultant liable for

acts of clients? What is the impact of the federal Procurement Integrity

Act on faculty who advise the government or government contractors?

What to do about consultant "malpractice" cases. Who owns the rights

to inventions and data when a faculty member does both sponsored

research and independent consulting?

Speaker: J. Michael Slocum, JD, President, Slocum & Boddie, PC

Room: Magnolia (Second Floor)

M12: National Institutes of Health (NIH) Update

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)

Certificate Key - Certificates in Full

C-IRAM Introduction to Research

Administration and Management

C-PA Pre-Award

C-RI Research Integrity

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Monday Concurrent Sessions

April 8 | 2:15 - 3:30 PM

M13: "Oh No! Where Did All the Leaders Go?"

Succession Planning the Next Generation

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 or-

ganization 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)

M14: Effort Reporting and Compliance

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 agree-

ments, grants and clinical trials is imperative but can be confusing and

overwhelming, particularly for investigators and researchers with multi-

ple grants. This session will discuss laws and regulations regarding ef-

fort 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 manage-

ment 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)

M16: Responsible Conduct of Research and Research

Misconduct

Content Level: Basic/Intermediate C-RI/CT101/HRP/RL Track: RE

Responsible conduct of research education requirements were imple-

mented 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 Re-

sponsible Conduct of Research education for individuals participating in

sponsored programs funded by NIH. The discussion will include exam-

ples 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)

M17: Funding Development

Content Level: All Levels C-IRAM/PA/FM/GR Track: PA

The aim of this session is to demystify the identification of funding op-

portunities. 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 poten-

tial 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 Clinical Trials 101

C-CT201 Clinical Trials 201

C-FM Financial Management

C-GR Grantsmanship

C-NIH NIH Grants

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Monday Concurrent Sessions

April 8 | 3:45 - 5:00 PM

M19: How to Succeed in Research Administration by

Really Trying: Professional Development Perspectives

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, Con-

tracts 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; exam-

ine 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 trans-

fer. 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 sce-

narios 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)

M22: Human Subjects Research Demystified

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 hu-

man subjects research and the ethical principles of human subjects re-

search as articulated in the Nuremburg Code and the Belmont Re-

port. 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 devel-

opment. 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 con-

sider 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 consid-

erable 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 re-

view 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 Human Research Protections

C-LD Leadership

C-PRAM Practice of Research

Administration and Management

C-RL Research Law

Page 14: 2013 Southern/Western Section Program Book

14

Tuesday Concurrent Sessions

April 9 | 9:00 - 10:15 AM

T1: Integrating Leadership Talent and Succession

Planning

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 set-

ting 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)

T4: Responsible Authorship Practices

Content Level: All Levels C-RI Track: RE

This interactive session will introduce the ethical dimensions of author-

ship and responsibilities for reporting of research results. The discus-

sion 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 con-

tacts 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 time-

saving 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, trans-

lating 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 be-

tween the White House, the Senate and the House will be critical to

developing a deal that everyone can live with. Shifts in the political envi-

ronment 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 Professional Development

MO Management and Operations

FM Financial Management

RE Research Ethics

PA Pre-Award

HT Hot Topics

Page 15: 2013 Southern/Western Section Program Book

15

Tuesday Concurrent Sessions

April 9 | 10:30 - 11:45 AM

T7: Emotional Intelligence: Knowing What Smart

Managers Know

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 intel-

ligence" 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)

T8: How to Manage Multi-Partner International Projects

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 man-

agement handbook for large, complex projects, cultural and coopera-

tion 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 in-

ternational 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)

T9: Department Administration: What Data Dinosaurs

Do You Manage and How?

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 inter-

ests, 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 at-

tacks 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)

T10: Using Learning Theory to Guide Teaching and

Learning about Responsible Conduct of Research

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 in-

cludes 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 Univer-

sity Research Foundation

Room: Quadrangle (Third Floor)

T11: Pre-Award Preparation for Post-Award Success

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 suc-

cessful 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)

T12: The Numbers Behind Effort Reporting

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 ap-

proaches 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

C-RI Research Integrity

Page 16: 2013 Southern/Western Section Program Book

16

Tuesday Concurrent Sessions

April 9 | 1:45 - 3:00 PM

T13: Who Has Time for Time Management?

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 an-

swers to those two questions plus the warning signs of poor time man-

agement and its affect on your life. Different time management strate-

gies will be discussed with examples on how you might match them to

your needs. Issues particular to the Research Profession will be ad-

dressed 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 es-

caping 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 tech-

nician 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, pur-

chasing, personnel allocations, effort certifications, rebudgeting, exten-

sions and close-out. The team works closely with the Offices of Spon-

sored Programs and Grants/Contracts Accounting to ensure all activi-

ties 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)

T16: Quality Assurance, Audits, Monitoring: Oh My!

What Do I Do?

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 ethi-

cal 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 inter-

changeably, 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 moni-

tor 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 publi-

cation restrictions, intellectual property, indemnification, facilities and

administrative costs questions, and know how to address such special

situations as international agreements and JIT requirements. The ses-

sion 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 Clinical Trials 101

C-CT201 Clinical Trials 201

C-FM Financial Management

C-GR Grantsmanship

C-NIH NIH Grants

Page 17: 2013 Southern/Western Section Program Book

17

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 in-

clude 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

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 proc-

ess 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)

T21: Understanding F&A Basics and Associated Issues

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 de-

fend the validity of these real costs to be reimbursed to your institu-

tion. 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, Pricewaterhouse-

Coopers LLC; Michael Warnock, PhD, Special Assistant to the Vice

Chancellor, University of Missouri

Room: Robert Johnson (Lobby Level)

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 Okla-

homa. It takes participants through administrative, logistical, and practi-

cal lessons learned about implementing an RCR ethics course as a uni-

versity-mandated graduate-level requirement. Anyone involved in re-

search administration or research ethics should gain useful information

from this session, but especially those seeking to develop and imple-

ment 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: All Levels C-PA Track: PA

Drawing on an expanding array of intelligent web services and applica-

tions, a growing number of research administrators are creating, distrib-

uting and exploiting user-created content as part of the wider participa-

tive 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 ad-

ministration 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 col-

laboration. Examples emphasizing compliance regulations and monitor-

ing will be highlighted.

Speaker: Renee Vaughan, CRA, Financial Practice Manager, Clinical

Research Unit, Duke Medicine

Room: Ludwig’s (Second Floor)

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

the Gold

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 con-

ception 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 Human Research Protections

C-LD Leadership

C-PRAM Practice of Research

Administration and Management

C-RL Research Law

Page 18: 2013 Southern/Western Section Program Book

18

Wednesday Concurrent Sessions

April 10 | 9:00 - 10:15 AM

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 simpli-

fying 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 col-

leagues!

Speaker: Rose Hawley, Certified Elite Life Coach, Mindfully Organized

Room: Ludwig’s (Second Floor)

W2: The Research Support Office as a Strategic Partner

for Long Term Development

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 post-

award 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)

W3: Sub-contracting and Sub-recipient Monitoring:

Best Practices

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 particu-

lar circumstances? What do you do when part of an award is cost reim-

bursable and another part is fixed price? How do you deal with com-

mercial 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)

W4: "Who's On First?" How Visiting Scholars, Students

and Others Affect Compliance

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 agree-

ments, and other compliance issues.

Speaker: Jane Burns, CPA, Assistant Director and Compliance Officer,

University of Tennessee

Room: Bluebonnet (Second Floor)

W5: Identifying and Resolving Intellectual Property

Issues During Pre-Award

Content Level: Intermediate C-PA/RL Track: PA

There are a number of intellectual property issues to be resolved dur-

ing 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 govern-

mental agencies and private businesses: limits on publication, insistence

on exclusive IP ownership, governmental agency's right to use inven-

tions, etc. This session will discuss different approaches to resolving

these issues. Lastly, this presentation will discuss ways to most effec-

tively 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)

W6: The University of California's Journey Examining

and Revising its IDC Recovery Policy

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 Califor-

nia, the recovery of F&A costs has grown more urgent in order to en-

sure 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 under-

went 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 Professional Development

MO Management and Operations

FM Financial Management

RE Research Ethics

PA Pre-Award

HT Hot Topics

Page 19: 2013 Southern/Western Section Program Book

19

Wednesday Concurrent Sessions

April 10 | 10:30 - 11:45 AM

W7: Everyone Deserves a Second Chance... Sometimes

Content Level: All Levels Track: PD

This session will cover the uncomfortable topic of employee termina-

tion. 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 em-

ployee 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)

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 in-

person 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)

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 edu-

cation'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 insuf-

ficient 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)

W10: Autism and Vaccines: How Research Misconduct

Continues to Mislead the Public

Content Level: All Levels C-IRAM/RI/HRP Track: RE

Autism is a heart-breaking diagnosis for families, leaving parents, teach-

ers and healthcare providers looking for answers. One answer came

when Andrew Wakefield published his work and declared a link to vac-

cinations. 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)

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)

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 de-

velop 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 emer-

gency 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 organiza-

tions.

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

C-RI Research Integrity

Page 20: 2013 Southern/Western Section Program Book

20

Evaluation Guide and Future SRA Meetings

Monday, April 8

Keynote Address: Cindy R. WalkerPeach, PhD

_______________________________________________

_______________________________________________

_______________________________________________

Session M__ Presenter(s) ____________________________

_______________________________________________

_______________________________________________

Session M__ Presenter(s) ____________________________

_______________________________________________

_______________________________________________

Session M__ Presenter(s) ____________________________

_______________________________________________

_______________________________________________

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.

Tuesday, April 9

Session T__ Presenter(s) ____________________________

_______________________________________________

_______________________________________________

Session T__ Presenter(s) ____________________________

_______________________________________________

_______________________________________________

Session T__ Presenter(s) ____________________________

_______________________________________________

_______________________________________________

Session T__ Presenter(s) ____________________________

_______________________________________________

_______________________________________________

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

Page 21: 2013 Southern/Western Section Program Book

21

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

Shrimp Vera Cruz

Shrimp Marinated with Cilantro, Green Onions and Peppers, Served

Chilled with Crispy Corn Chips

Barbecue Poorboy Sandwiches

Barbecue Brisket Layered Unbaked Bread, Garnished with Sliced Sweet

Onions and Pickles, and Topped with Don’s Famous Barbecue Sauce

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

Roasted Almonds, Served Hot with Crispy Corn Chips

Fried Jalapenos

Large Jalapenos Filled with Cheese, Breaded, and Deep Fried

Seasonal Vegetables

Fresh Seasonal Fruit Display

Double Fudge Brownies and Strawberries

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

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

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

Business Meeting Lunch

12:00 - 1:30 PM

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,

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

Afternoon Break

3:00 - 3:15 PM

Freshly Baked Cookies and Brownies, Individual Whole and Chocolate

Milk, Assorted Soft Drinks, Coffee, Hot Tea and Water

~o~

Wednesday, April 10

Continental Breakfast

8:30 - 9:00 AM

Seasonal Diced Fresh Fruit with Yogurt Dip, Freshly Baked Pastries,

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

Page 22: 2013 Southern/Western Section Program Book

22

Networking Events and Things to Do

Opening Reception

Sunday, April 7 | 7:00 - 9:00 PM

Buckhorn Saloon and Museum

318 East Houston Street

San Antonio, TX 78205

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

made and legend lives. For over 131 years, The Buckhorn Saloon

has been known as a gathering place for good conversation,

great food and spectacular wildlife exhibits. Many of the original

furnishings still grace today's Buckhorn Saloon, including the

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

The Buckhorn Museum features wildlife from all over the world;

including fish from the seven seas, animals from every continent

and strange animal oddities which have been collected for over

100 years! The exhibit halls are comprised of over 520 species

of wildlife—many of which are record holders.

Silent Auction

Opens on Monday, April 8 at 8:00 AM

Closes on Tuesday, April 9 at 10:30 AM

Crystal Ballroom (2nd Floor)

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

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

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

auction will be dedicated to providing travel support to research

administrators, who may not otherwise be able to participate.

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

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 top-

ics. Please see the Registration Desk early at the conference to

sign up for a table with a topic of interest. Find the table number

and enjoy breakfast with like minded content experts. Strike up

a conversation with other attendees while enjoying a delicious

meal and exchange relevant information. It is a perfect opportu-

nity to build your network, so be sure to bring your business

cards.

Dinner Groups

Monday, April 8 and Tuesday, April 9

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

day evening at the SRA Registration Desk, Crystal Foyer (2nd

Floor). Join your colleagues for this great networking opportu-

nity! Participants are responsible for their own expenses.

Please arrive at the SRA Registration Desk 15 minutes before

the reservation times below.

Monday, April 8

Biga on the Banks - 6:00 PM

Boudro’s - 6:00 PM

Luke - 6:30 PM

Rita’s on the River - 6:30 PM

Tuesday, April 9

Acenar - 6:30 PM

Barriba Cantina - 6:30 PM

Bella on the River - 6:30 PM

Texas Land & Cattle - 6:30 PM

Page 23: 2013 Southern/Western Section Program Book

23

Research Administration goes FIT in Texas

Monday, April 8 - Wednesday, April 10 | 6:30 AM

Sheraton Gunter Hotel East Houston Entrance

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

route through the Downtown San Antonio Area! ALL levels of

experience and fitness are welcome and we will pace to be

comfortable for everyone – the goal is to get out and get moving

before a long day of learning, networking, and sitting down.

Maps, alternate routes, cycling rentals, and more can be found at

registration.

#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

Twitter app to tweet your thoughts any time during this

meeting. Tweet a great quote from the speaker you are listening

to. Tweet a fun photo during break. Tweet about exhibitors

product you are excited to learn more about. Just make sure to

use #bigsra in your tweet. You can follow the stream of

#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)

The Texas legislature made it official: They passed a bill

proclaiming Hold’em was invented in Texas! When you come

away from San Antonio, we want you holding the best cards in

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

chance! All you have to do is chat with our great vendors

during your breaks, where you’ll receive a game card. Once you

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

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

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

parts!

Explore Downtown San Antonio!

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

in San Antonio. During your stay in Downtown San Antonio,

plan a visit to the historic Majestic Theater (Million Dollar

Quarter playing April 2-7), which is right across the street or

take a stroll along the famous Paseo del Rio, or the San Antonio

Riverwalk. World class dining and other attractions are literally

right outside our door.

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.

Then step over to the famed San Antonio Riverwalk for fun and

nightlife. You'll find authentic entertainment, shopping and fine

dining in a one-of-a-kind atmosphere. Nothing beats Texas

cooking, known for Tex-Mex dishes, steak houses, and of

course, good ol' Texas bar-b-que.

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

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

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

trip.

Networking Events and Things to Do

Don’t forget to download the

Official San Antonio

Meeting app!

Search 2013 SRA Southern/

Western Section Meeting on

Bloodhound

Page 24: 2013 Southern/Western Section Program Book

24

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 post-

award 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

Page 25: 2013 Southern/Western Section Program Book

25

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 Con-

tinuing Education Unit (CEU) is defined as ten contact hours of participation. SRA International under-

went a lengthy application process that included submitting organizational information and event materi-

als, 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 accred-

ited by the National Registry of CPE Sponsors. This program is administered by the National Association of State Boards of Ac-

countancy (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 ses-

sions. 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 [email protected]

Page 26: 2013 Southern/Western Section Program Book

26

2013 Southern/Western Section Officers

PAST PRESIDENT

Carla Cavender

Texas Tech

University

PRESIDENT

Justo Torres

University of North

Carolina, Chapel Hill

SECRETARY

Ellen Zavala

University of North

Carolina, Charlotte

TREASURER

John Roark

Murray State

University

Southern Section Officers

PRESIDENT-ELECT

Cira Mathis

University of Central

Florida

Western Section Officers

PRESIDENT

Russ Price

Utah State University

SECRETARY-TREASURER

Kathy Harris

March of Dimes

PRESIDENT-ELECT

Ed Black

University of Utah

Our sincerest thanks to all SRA Volunteers and Staff…

Section, Chapter and Society officers, Planning Committee Members,

Track Chairs, On-site Volunteers and Speakers

PAST PRESIDENT

Joann Waite

Gonzaga University

Page 27: 2013 Southern/Western Section Program Book

27

Planning Committee and SRA International Staff

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

Runners Group/Cycling Group Committee

Rebecca Ohnemus, University of the Incarnate Word

Cultural Activities Committee

Denyse Pettersson, Children’s Hospital and Research

Center Oakland

Midge Breslof, Southwest Research Institute

Food Selection Committee

Cira Mathis, University of Central Florida

Rose Hawley, Mindfully Organized

Volunteer Committee

Jennie Amison, San Diego State University Research

Foundation

Heather Thomas, Texas Tech University

Roundtable Discussions Committee

Rebecca Rosales, Children’s Hospital and Research

Center, Oakland

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

Rose Hawley, Mindfully Organized

Denyse Pettersson, Children’s Hospital and Research

Center, Oakland

Tonya Edvalson, Intermountain Health Care

Nora Potter, SRA International

Additional Volunteers

Catherine Diaz-Khansfield, University of California,

Davis

Stacie House, Baylor College of Medicine

Charna Howson, Appalachian State University

Ella Taylor, Western Oregon University

Julie Wammack, Florida State University

Leah Zimmerman, University of North Texas Health

Science Center, Fort Worth

Planning Committee

SRA International Headquarters Staff

Track Chairs, Committee Chairs and Other Volunteers

Elliott Kulakowski, PhD, MBA, Chief Executive Officer [email protected] Customer service concerns, operations, governance, strategic planning, policies and procedures.

Ellen Lupinski, CMP, Director of Meetings and Education [email protected] Section & annual meeting program planning and logistics, IACET CEUs, CPEs, speaker logistics, SRA Certificates, con-tract reviews.

Rebecca Vandall, Director of New Program Development and Strategic Partnerships [email protected] Exhibit and sponsorship opportunities, SRA award nominations, Webinar planning, Distinguished Faculty, SRA Sympo-sium, and Career Center for job postings.

Kerri McGovern, Manager of Membership, Marketing and Communications [email protected] 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 [email protected] 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 [email protected] 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 [email protected] 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 [email protected] Accounts payable inquiries.

Page 28: 2013 Southern/Western Section Program Book

28

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 ob-

tain 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 .

Evisions, Inc. Get the Easy to Use, Easy to Launch and Easy to Manage

solution for sponsored project life cycle management. The Evisions

Research Suite which includes Cayuse 424 and Cayuse SP comes from a

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 industry-

leading 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

with federal OMB Circulars A-21 (or A-122 if applicable), A-110 and A-

133 and to meet agency expectations. Please visit us at

www.maximus.com.

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 write-

offs! 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

Billing System (FBS) products are recognized as nationwide leaders due

to their ease of use, functionality and cost effectiveness. Our solutions

are always built on the latest technologies, which easily integrate with

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

[email protected].

PLATINUM SPONSOR

Page 29: 2013 Southern/Western Section Program Book

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Contacts

Name:

Institution:

Phone:

Email:

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Institution:

Phone:

Email:

Notes:

Name:

Institution:

Phone:

Email:

Notes:

Page 30: 2013 Southern/Western Section Program Book

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Notes

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Page 31: 2013 Southern/Western Section Program Book

31

Sheraton Gunter Hotel Floor Plan 205 East Houston Street, San Antonio, Texas 78205

Phone: (210) 227-3241

Official San Antonio

Meeting App

SRA Presentations

www.srainternational.org/bigsra/presentations

Page 32: 2013 Southern/Western Section Program Book

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