Cambridge Healthtech Institute’s Eighth Annual 

Enrollment Planning and Patient Recruitment 

Successful Recruitment Planning, Forecasting, and Central Campaign Management
February 24-25, 2015 | Hyatt Regency Orlando | Orlando, FL 

Patient recruitment and up-front enrollment planning are critical to drug development programs. Patient recruitment if not adequately planned for can extend your development timeline by a number of years. Retention of patients throughout the life of a clinical trial is essential in order have complete data sets for your analysis and subsequent filings. In order to optimize both you have to have a plan. Cambridge Healthtech Institute’s Eighth Annual “Enrollment Planning and Patient Recruitment” conference will cover the topics one should consider when drafting and strategically implementing a patient recruitment plan for a clinical development program.


Evaluating Traditional and New Outreach Strategies  

The Recruitment Funnel is Dead 

Joe Kim, Senior Advisor, Clinical Development Innovation, Eli Lilly and Company 

Re-thinking Old Approaches and Embracing Analytics to Improve Enrollment Planning and Recruitment  (temp) 

Robert Gray, Director, Global Recruitment & Analytics, Bristol-Myers Squibb Co. 

Group Recruitment as a Strategy to Improve Enrollment and Retention 

Steve Kepes, Administrative Director, Center for Research and Innovation, CoxHealth 

 LUNCHEON PRESENTATION: Leveraging Digital & Social Channels for Superior Targeting & Efficiencies in Patient Recruitment  

Tricia Barrett, Vice President, Operations, Praxis Communications 


Evidence-Based, Data-Driven Patient Recruitment  

Co-Presentation: Improving the Recruitment of Patients Into Mental Health Trials by Generating an Evidence Base 

Adwoa Hughes-Morley, NIHR Doctoral Research Fellow, Institute of Population Health, The University of Manchester  

Claire Planner, M.D., Chair, Patient and Public Involvement in Primary Care Research, UK National Institute for Health 


Leveraging EHR and Payer Data for Recruitment  

Leveraging EHR Data for Patient Recruitment: Don't ask, Tell! 

Tim McGarty, Global Director, Clinical Innovative Services, Development Strategic Sourcing, Novartis  

Using Payer Data and Patient/Provider Engagement to Accelerate Clinical Trials 

Van Crocker, President, Healthagen Outcomes, Healthagen/Aetna 


Social Media, Online Advertising and Digital Outreach  

 BREAKFAST PRESENTATION - Evaluating the ROI of Outsourcing Investigator Payments  

Stuart (Stu) Thiede, President, Global Payment Services, CFS Clinical, Part of DrugDev 

Practical Lessons in Operationalizing Social Media & Social Listening in Clinical Trials 

Therese Johnsen, Manager, Clinical Trial Intelligence, Novartis 

Discovering the Potential of Online Advertising for Rare Diseases: A Case Study Revealing the Outcome of an Online Outreach Campaign across 3 Rare Disease Programs 

Elizabeth Mascherino, Associate Director, Patient Recruitment and Engagement, Clinical Programs Support, Shire 

 Enrollment Is Open, But We Have No Drug! Making Lemons into Lemonade 

Barry Simms, MBA, Senior Executive Director, Clinical Operations, Chiltern 

BRIDGING LUNCHEON PRESENTATION - Leveraging E-Patient Behaviors to Yield Successful Recruitment Outcomes  

Dan McDonald, Director, Business Development, DAC Patient Recruitment Services 



2015 Summit for Clinical Ops Executives (SCOPE) Conference at a Glance Large 

SCOPE 2014 Wrap-Up
Held February 4-6, 2014, in Miami, Florida, the 5th Annual SCOPE Summit gathered more than 700 industry leaders, an attendance increase of 18% from 2013, for three stimulating days of in-depth discussions covering important issues in clinical trial planning and management. With 11 different conference tracks, a Clinical Informatics News Best Practices Awards and two plenary keynote sessions, SCOPE offered advances and innovative solutions in all aspects of clinical trial management and operations, including Data Integration, Feasibility, Site Selection and Management, Recruitment and Retention, Social Media and Mobile Tech, Project Management, Forecasting, Aggregate Spend Compliance, Post-Marketing Studies, and Sample Logistics. The impressive executive audience at SCOPE came together for invaluable networking opportunities with more than 70% of the attendees titled as Executives from leading Pharma (16%), CRO (32%), and Biotech companies (26%). Industry leaders and key decision makers representing 16 different countries and more than 350 unique organizations shared case studies, collaborated on best practices and provided unique perspectives on poignant issues that the field currently faces.

For questions or suggestions about the meeting, please contact:
Micah Lieberman
Executive Director, Conferences
Cambridge Healthtech Institute (CHI)
T: (+1) 541.482.4709

For partnering and sponsorship information, please contact:
Ilana Quigley
Manager, Business Development
Cambridge Healthtech Institute (CHI)
T: (+1) 781.972.5457

For media and association partnerships, please contact:
Rich Handy
Senior Director, Marketing
Cambridge Healthtech Institute (CHI)
T: (+1) 781.972.5456

About Cambridge Healthtech Institute (CHI)
Founded in 1992, Cambridge Healthtech Institute (CHI) ( is the preeminent life science network for leading researchers and business experts from top pharmaceutical, biotech and academic organizations. Delivering an assortment of resources such as events, reports, publications and eNewsletters, CHI's portfolio of products include Cambridge Healthtech Institute Events, Pharmaceutical Strategy Series, Barnett International, Insight Pharma Reports, Marketing Services, and Cambridge Healthtech Media Group.


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