RESEARCH
IN TEXAS
The Society of Research Administrators International
2013 Southern/WesternSection Meeting
San Antonio, TX | April 7 - 10, 2013
Check the SRA Website for more information and to
learn about upcoming Webinarsand Chapter meetings in your area
3
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
4 4
5
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
6
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.
7
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)
8
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.
9
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
10
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
11
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
12
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
13
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
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
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
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
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
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
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
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
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
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
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
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
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]
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
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.
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
PLATINUM SPONSOR
29
Contacts
Name:
Institution:
Phone:
Email:
Notes:
Name:
Institution:
Phone:
Email:
Notes:
Name:
Institution:
Phone:
Email:
Notes:
Name:
Institution:
Phone:
Email:
Notes:
Name:
Institution:
Phone:
Email:
Notes:
Name:
Institution:
Phone:
Email:
Notes:
Name:
Institution:
Phone:
Email:
Notes:
Name:
Institution:
Phone:
Email:
Notes:
Name:
Institution:
Phone:
Email:
Notes:
Name:
Institution:
Phone:
Email:
Notes:
Name:
Institution:
Phone:
Email:
Notes:
Name:
Institution:
Phone:
Email:
Notes:
30
Notes
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
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
e Routing Insigh
rants Analytics Compliance Routing
sals Awards Research Grants Analytics Compliance R
ce Routing Insight Grant Proposals Awards Research Grants Analyti
Research Grants Analytics Compliance Routing Insight Grant Proposals Awards Resea
ht Grant Proposals Awards Research Grants Analytics Compliance Insight Grant Proposals Awards
ance Routing Insight Grant Proposals Awards Research Grants Analytics Compliance Insight Grant
Grants Analytics Compliance Routing Insight Grant Proposals Awards Research Grants Analytics C
oposals Awards Research Grants Analytics Compliance Routing Insight Grant Proposals Awards Resea
liance Routing Insight Grant Proposals Research Grants Analytics Compliance Insight Grant Propos
s Analytics Compliance Routing Insight Grant Proposals Awards Research Grants Analytics Complian
roposals Awards Research Grants Analytics Compliance Routing Insight Grant Proposals Awards Rese
pliance Insight Grant Proposals Awards Research Grants Analytics Compliance Routing Insight Gr
rch Grants Analytics Compliance Grant Proposals Awards Research Grants Analytics Compliance Ro
als Awards Research Grants Analytics Compliance Insight Grant Proposals Awards Research Gra
Routing Insight Grant Proposals Awards Research Grants Analytics Compliance Routing Insight G
earch Grants Analytics Compliance Insight Grant Proposals Awards Research Grants Analytics Comp
nt Proposals Awards Research Grants Analytics Compliance Insight Grant Proposals Awards Research G
Routing Insight Grant Proposals Awards Research Grants Analytics Compliance Routing Insight
esearch Grants Analytics Compliance Routing Insight Grant Proposals Awards Research Grants Analy
nsight Grant Proposals Awards Research Grants Analytics Compliance Routing Insight Grant Proposals
nalytics Compliance Routing Insight Grant Proposals Awards Research Grants Analytics Compliance
posals Awards Research Grants Analytics Compliance Routing Insight Grant Proposals Awards Researc
nce Routing Insight Grant Proposals Research Grants Analytics Compliance Routing Insight Grant
h Grants Analytics Compliance Routing Insight Grant Proposals Awards Research Grants Analytics C
Grant Proposals Awards Research Grants Analytics Compliance Routing Insight Grant Proposals Awar
cs Compliance Routing Insight Grant Proposals Awards Research Grants Analytics Compliance Ro
sals Awards Research Grants Analytics Compliance Insight Grant Proposals Awards Research Grants A
ng Insight Grant Proposals Awards Research Grants Analytics Compliance Insight Grant Proposals Aw
ytics Compliance Routing Insight Grant Proposals Awards Research Grants Analytics Compliance R
osals Awards Research Grants Analytics Compliance Routing Insight Grant Proposals Awards Rese
mpliance Routing Insight Grant Proposals Awards Research Grants Analytics Compliance Routing
ards Research Grants Analytics Compliance Routing Insight Grant Proposals Awards Research Grant
uting Insight Grant Proposals Awards Research Grants Analytics Compliance Routing Insight Grant Pro
ants Analytics Compliance Routing Insight Grant Proposals Research Grants Analytics Compliance
roposals Awards Research Grants Analytics Compliance Routing Insight Grant Proposals Awards R
ompliance Routing Insight Grant Proposals Awards Research Grants Analytics Compliance Routing
lytics Compliance Routing Insight Grant Proposals Awards Research Grants Analytics Co
earch Grants Analytics Compliance Routing Insight Grant Proposals
Awards Research Grants Analytics Compliance Routi
ht Grant Proposals Awards Research G
G ant Proposals Award
i g
we know research.
Proposals Award
nalytics Routing Compliance
nt Proposals Awards Analytics
rch Compliance Grants Complian
Research Awards
Grant Proposals
t Proposals Awards Analytics
earch Routing Compliance Gran
Research Compliance Grants
rds Analytics
cayuse 424
cayuse SP
Electronic Proposal Development and Submission
Sponsored Project Life Cycle Management
Research Enterprise Insights
Solutions for Research Organizations
Contact us
today for
a demo!
888.533.5993
easyeasy to to use use
easyeasy to to launch launch
easyeasy to to manage manage
evisions.com/research
Top Related