From Start-Up to Close-Out: Operational and Financial Considerations for Coordinators

Workshop Overview:

This presentation will discuss the benefits of professional certification in career growth and present the current options for certification in clinical research. The discussion will include the methods of preparation based on the type of certification.

Wednesday, January 28, 2026, 2:30-4:00pm From Start-Up to Close-Out: Operational and Financial Considerations for Coordinators

Speakers:

• Stephanie Schorr, MPH, CCRC Research Coordinator, MUSC
• Athina Schmidt, BA Research Project Manager, BMC
• Samantha Roche, MPH Senior Research Project Manager, BMC

Skill Level: Skilled

JTF Competencies: 5, 8

Workshop Overview:

This session will cover operational and financial best practices to ensure successful study start-up and close-out. Topics covered include budget negotiation tips, invoice tracking, query clean-up, EDC file retention, regulatory documentation review, and preparation for potential FDA audits. The focus will be on practical workflows used by experienced coordinators