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 ​View Past Years' Presentations

SCORE meetings typically occur on the third Wednesday of every month at 3 pm - 4 pm, followed by a networking session 4 pm - 4:30 pm. ​

2020 Presentations

Date Topic Presenter(s) Materials

Digital Health During the COVID-19 Pandemic and Beyond

Michael Hassleberg, M.S., Ph.D. August-2020 Mtg Flyer
6/17/2020 eConsent Using REDCap Sampson Abiola, Analyst/Programmer, SMD Academic IT

REDCap Presentation Video

REDCAP-e-Consent-Presentation PowerPoint

Embark Update Video


5/20/2020 Asynchronous and Synchronous Teledentistry Modalities and Pediatric Dental Home Dorota T. Kopycka-Kedzierawski DDS, MPH Professor of Dentistry and Center for Oral Biology Eastman Institute for Oral Health and Sean McLaren, DDS, MS Chair Pediatric Dentistry Associate Professor of Dentistry and Pediatrics



May 2020Mtg Flyer


"Results from the Community Survey on Clinical Research”


Carrie Dykes, Ph.D, Director of Research Services Cody Gardner, M.B.A., Research Engagement Specialist


April 2020Mtg Flyer


"Interactive Health Literacy"

Janice Schrack, BSN, RN, CCRC Assistant Quality Officer





"Effective & Efficient Data Collection with REDCap"

REDCap Admin Team:
 Amanda Davin, Sampson Abiola, Kim Kaukeinen 


REDCap Pres




"TriNetX for Cohort Discovery and Feasibility"            
"Expanded Access" 

David Pinto, BS, RN, Clinical Research Informaticist, CTSI Informatics
Joan Adamo,Ph.D., Director, Office of Regulatory Support        

Jan2020 Presentation

TriNetX Slides 

Expanded-Access Slides.  
Jan2020-Mtg Flyer

2019 Presentations

Date Topic Presenter(s) Materials
12/18/2019 "Investigational Products: IP Management and Accountability"

Kyle W. Richards, PharmD, BCPPS, Manager of the Investigational Drug Service, Department of Pharmacy

Stephen A. Bean, PharmD, Clinical Research Pharmacist, Investigational Drug Service, Department of Pharmacy

Dec2019 Presentation

IP Slides--Dec2019

Dec2019-Mtg Flyer

11/12/2019 "Everything You Want to Know About Research Coordinator Certification" Kathi Durdon, MA, CCRP, Executive Director at Central New York Biotech
Accelerator, Upstate University, Syracuse, NY, SOCRA Representative

Noreen Connolly, MS, JD, CCRC, UR Strong Epilepsy Center, President, ACRP Western NY Chapter

Kelly Unsworth, MS, CIP, CCRP, Director, Research Education & Training, UR Office for Human Subject Protection

Nov2019 Presentation

Nov2019 Mtg Flyer


ACRP_Certification Exam_Presentation






10/16/2019 "Best Practices for Being Prepared for an FDA Inspection" Karen Kosar, CAPTAIN, US Public Health Service Investigator, FDA

Joanne Schlossin, FDA Consumer Safety Officer
October 2019 Meeting

FDA Slide Presentation

FDA Video Presentation
9/18/2019 "Mentoring 101: What do you want? What do you need?" Brittany Greco, CCRA, Office of Clinical Research

Seyhan Sagcan, MPH
September 2019 Meeting

Mentoring 101 Slides

Mentoring Activity Sheet

True colors personality quiz
8/21/2019 "Share the Goods!" Best Practices in Study Team Member Onboarding Kelly Unsworth, MS, CIP, CCRP, Director, Research Education & Training, Office for Human Subject Protection

Brittany Greco, CCRA, Office of Clinical Research
August 2019 Meeting

Best Practices in Study Team Onboarding Video
7/17/2019 Embark Demo - See Our New Clinical Research Management Tool Patricia Ames, Ph.D., CCRC, Director, Office of Clinical Research July 2019

July 2019 Meeting

July Meeting Video: Embark Demo
6/4/2019 SCORE Half-Day Seminar: Recruitment and Retention Alistair Glidden, Clinical Research Coord., CHeT

Carrie Dykes, Ph.D., UR CTSI Director of Research Services

Beau Abar, Ph.D., Associate Professor, Emergency Medicine

Nancy Wood, M.S., Emergency Medicine

Corey Nichols-Hadeed, J.D., Associate, Psychiatry M&D Research

Iwona Juskiewicz, Health Project Coordinator, Psychiatry M&D Research; Jenna Stewardson, HSRC, National Center for Deaf Health Research
SCORE Half-Day Presentations Video

2019 SCORE Half-Day Slides

Alistair Glidden SCORE

Carrie Dykes SCORE Half-day

Abar Wood SCORE Presentation

SCORE Half-Day 2019

Agenda Day 2019
5/15/2019 The Revised Common Rule: Changes Concerning Consent

SCORE Needs Assessment Survey
Kelly Unsworth, MS, CIP, CCRP, Director, Research Education & Training, Office for Human Subject Protection

Brittany Greco, CCRA, Office of Clinical Research
May 2019 Meeting

Revised Common Rule SCORE Needs Assessment SCORE

May 2019 SCORE Presentation
4/17/2019 What I wish I would have known my first year as a coordinator! Panel: Patricia Ames, Director, Office of Clinical Research; Amali Epa Llop, Project Director, Women's Initiative Supporting Health, HSRC II; Raechel Argento, Health Project Coordinator April 2019 Meeting

SCORE Presentation Raechel Argento
3:00–4:30 p.m.
SRB #1412
Recent Regulatory Guidance on Data Integrity Lorrie Divers, President, QRCP Solutions March 2019 Meeting

Regulatory Guidance on Data Integrity UR SCORE

Regulatory Guidance on Data Integrity Presentation
3:00–4:30 p.m.
SRB #1416
Keys to Successful Mentoring Vivian Lewis, M.D., Vice-Provost for Faculty Development and Diversity, Professor, Obstetrics and Gynecology February 2019 Meeting

Keys to Successful Mentoring

Keys to Successful Mentoring Presentation
3:00–4:30 p.m.
SRB #1301/1307
Leveraging DIAMOND to Identify and Improve Your Career Trajectory

Registration is Required
Camille Martina, MS, Ph.D., and Russell Lackey, MS January 2019 SCORE Announcement Flyer

Leveraging DIAMOND SCORE Meeting Jan19

Past Years' Presentations

Below are SCORE presentations from previous academic years. For event materials, please contact SCORE.

Date Topic Presenter(s) Materials

3:00–4:30 p.m.
SRB #1416

Self Determination Theory

Dr. Christopher Niemiec, Associate Professor, Clinical & Social Psychology




3:00–4:30 p.m.
CEL Room #2-7536

Streamline Your Clinical Trial Workload with Effective Project Management

Brittany Greco, CCRA, Senior Metrics and Analytics Coordinator
Office of Clinical Research, UR CTSI



3:00–4:30 p.m.
CEL Room #2-7520

SCORE Survey Results/Needs Assessment 2018/2019

Kelly Unsworth, Director, OHSP, Research Education & Training
Patricia Ames, Director, UR CTSI, Office of Clinical Research




12:00–1:30 p.m.
Anderson Room
3:00–4:30 p.m.
Natapow CR

Two duplicate open discussions will be held:

The Electronic Health Record and Its Use for Research

Informed Consent Process Observation - Competency Guidance

David Pinto, RN, Clinical Research Informaticist and Coordinator of the EHR Cluster, UR CTSI Informatics Core

Nancy A. Needler, Manager, UR CTSI Research Coordinator Program



8:10 a.m.–12:30 p.m. Sign In:
7:45–8:10 a.m.

Helen Wood Hall

10th Annual SCORE Half-Day Seminar - Professional Development for Research Personnel

Stress Reduction Activity

Jim White, MD, PhD
Maria A. Marconi, EdD, RN, CNE
Christopher G. Tarolli, MD





3:00–4:30 p.m.
SRB 1.416
Hiring Right and You - Part II: Interviewing
Taylor Reynolds, Talent Recruitment Specialist

Zachary Arnold, Director of Recruitment
May 2018 SCORE Announcement Flyer

SCORE Announcement Slides May 2018

SCORE Recruitment - Part-II
3:00–4:30 p.m.
SRB, 1.416
Hiring Right: Staff Recruitment, Best Practices and You

Taylor Reynolds, Talent Recruitment Specialist

Zachary Arnold, Director of Recruitment
SCORE Announcement Flyer April 2018

SCORE April 2018 Announcement Slides

EEOC Guide to Pre-Employment Inquiries

HRMS Personnel Action Forms Quick Reference Staff

SCORE Recruitment
3:00–4:30 p.m.
Mini-Workshop - Introduction to Using Excel for Research Data Management

Joyce A. Smith PhD RN ANP, Assistant Professor of Clinical Nursing Workshop targeted to beginner Excel users. Registration capacity has been reached. If you would like to be placed on the waitlist, email
3:00–4:30 p.m.
URMC Room 2-7520
SCORE Networking - The Power of Peers

Kelly Unsworth, Director, OHSP Research Education & Training SCORE Announcement Flyer February 2018

SCORE Announcement Slides February 2018

SCORE Networking SCORE 21Feb2018
3:00–4:30 p.m.
URMC Room 2-7520
Open Discussion: Share Issues and Potential Solutions to Barriers

Facilitated by: Nancy A. Needler, Manager, UR CTSI Research Coordinator Program SCORE Announcement Flyer January 2018

SCORE Announcement Slides January 2018
Date Topic Presenter(s) Materials
3:00–4:30 p.m.
URMC Room 2-7520
Recruitment - Resources and Services University representatives will give mini-presentations and be available for further conversations.

Mike Ritz will be available to discuss Epic Research Billing from 4:00 - 4:30 pm.
Topics include: i2b2, Greater Rochester-Practice Based Research Network, EDRA Program, Community Engagement Studios, UR Health Website, UR Local Registry, Social Media,, and Trial Innovation Network (TIN).

SCORE Announcement Flyer Dec 2017

SCORE Announcement Slides Dec 2017

SCORE Dec 2017 Collated Slides

EDRA Program Handout - Glick

Comm Engagement Resources URMC
3:00–4:30 p.m.
K-207 Aud/2-6408
Associating Participants, Associating Encounters and Performing Charge Review Mike Ritz, ORPA Research Compliance Officer The SCORE November meeting will be used for an Epic learning session for required, pre-registered attendees.
3:00–4:30 p.m.
URMC - Room 2-7520
Sharing of Resources and Best Practices in the Informed Consent Process (ICP) Kelly Unsworth, Director, OHSP Research Education & Training and Nancy A. Needler, Manager, UR CTSI Research Coordinator Program SCORE Announcement Flyer Oct 2017

SCORE Announcement Slides Oct 2017

OHSP Quality Assurance Materials

Summary of Documentation of Consent Process Blank template
3:00–4:30 p.m.
SON, Helen Wood Hall, 1W-502 - Creating Effective Subject Contact Messages
Nancy A. Needler, UR CTSI, Manager, Research Coordinator Program ePARC/Epic - Changes Affecting Research Coordinators

Mike Ritz, ORPA, Research Compliance Officer
SCORE Announcement Flyer

SCORE Announcement Slides September 2017

SCORE 20Sept2017 Research Match
8:00 a.m.–1:00 p.m.
URMC, Ryan Case Method 1.9576
9th SCORE Half-Day Seminar - "Professional Development for Research Personnel" Margie Hodges Shaw, JD, PhD, Assistant Professor

Anton P. Porsteinsson, MD, Professor

Jane Liesveld, MD, Professor

Elise P. Kayson-Rubin, BS, MS

Jody Goldstein, Manager
Call-for-Poster/Poster Display and Registration

2017 SCORE Half Day Program

2017 SCORE Half Day Seminar Announcement Slides

Keynote SCORE Half Day - M Shaw

Session 1 - CTSI Consent Process

Session 2 - Clinical Trials Retention Subject Withdrawal

Session 3 - Mystery Between Study Participants Design and Results
SRB 1.416
PHI and Using Secure Email Zack Arnold, Privacy Officer; Facilitator: Kelly Callahan SCORE_AnnouncementFlyer_finalMAY


SRB, 1.416
and 3:00 p.m.
URMC, 2-7544
Research Coordinator Development Initiative (RCDI): Continuous Improvement of Coordinator Support and Learning

Two sessions available
John Lanphere, Sr. Director, Sr. Director, Operations Excellence

Eric Rubinstein, JD MPH, Executive Director for Research Services and Financial Administration, University of Rochester Clinical & Translational Science Institute
SCORE Announce Open Discussion Flyer - 13APR17

SCORE Announcement Slides April 2017

2017-0327 - Intro to Lean SCORE

SCORE Rubinstein RCDI-13Apr2017
3:00 p.m.
URMC, 2-7544
Developing Budgets for Research Projects - Session Focus: Clinical Trials Noreen Connolly, MS, JD, CCRC
Health Project Coordinator, Neurology/Epilepsy
Beth Race, MBA
Research Administrator, Emergency Medicine
SCORE Meeting Flyer March 2017

Developing Budgets presentation

Sample Study Task Table

Additional Handout

Sample Internal Budgeting Workbook
3/2/2017 2:30–4:00 p.m. URMC, 2-8513 Mini-Workshop: A Hands-on Session to Develop an Electronic Poster in PowerPoint Susan Ciurzynski, PhD, RN-BC, MS, PNP, VCE
Associate Professor of Clinical Nursing
Director, Center for Lifelong Learning
For materials and questions, contact SCORE.
3:00 p.m.
URMC, 2-7534
Developing Posters for Professional Conferences: Practical Tips for Novice to Expert Presenters Susan Ciurzynski, PhD, RN-BC, MS, PNP, VCE
Associate Professor of Clinical Nursing
Director, Center for Lifelong Learning
SCORE Meeting Flyer February 2017

Poster Presentation

Take Away Tips for Posters

Effective Poster Presentation

Using PowerPoint to create posters
3:00 p.m.
URMC, 2-7520
Why Diversity in Research is Important and How to Overcome Subject Barriers to Participation John Cullen, PhD, Director, Diversity and Inclusion
Carrie Dykes, PhD, Research Engagement Specialist
University of Rochester Clinical & Translational Science Institute (UR CTSI)
SCORE Meeting Flyer January 2017

Recruitment and Retention Presentation

Date Topic Presenter(s) Materials
URMC, 1-9555
Research "Gaming" and Coordinator Networking Kelly Unsworth, Director, Research Education & Training, Office for Human Subjects Protection
Nancy Needler, Manager, Research Coordinator Program, Clinical and Translational Science Institute
SCORE Meeting Flyer December 2016

Research Gaming Presentation
URMC, 2-7544
Privacy & Security Update: Relevant Topics for Research Zachary Arnold, Privacy Officer for Research and Academics, Department of Finance
James Purvis, CISA, CISM, HIPAA Security Official, SMH, URMFG and UHS, Information Security Office
SCORE Meeting Flyer November 2016

Privacy and Security
URMC, 2-7520
FDA Inspections: Real Experiences & Lessons Learned Jennifer Dolan, MS, LMT, CCRC
Associate, Research Quality Improvement, OHSP
Kathleen Wessman, RN, MPA, RQAP-GCP, CCRC
Director, Research Quality Improvement, OHSP

Joan E. Adamo, PhD
Director, Regulatory Support Services, UR CTSI

Gary Gagarinas, COMT, CCRA
Director of Clinical Trials, Flaum Eye Institute, Department of Ophthalmology
Lori C. Caulfield, RN, BSN, CCRC
Senior Clinical Research Study Coordinator, Cardiology Division, Department of Medicine
Doreen M. Francis, RN, CCRC
Project Nurse, Medicine/Infectious Diseases: Vaccine Research Unit
SCORE Meeting Flyer October 2016




BIMO Site Audit Checklist
Louise Slaughter Conference Room, 1-9555
Mindfulness in the Workplace - Presentation of Ronald Epstein's recorded session with interactive exercises Facilitated by Nancy A. Needler, BS, CCRC, University of Rochester Clinical & Translational Science Institute SCORE Meeting Flyer September 2016

Mindfulness in the Workplace
SRB, 1.416
Open Discussion: Share issues and potential solutions to barriers to enhance research coordination

Icebreaker: Introducing our Topics Board
Facilitator: Nancy A. Needler, BS, CCRC Email SCORE for information
Ryan Case Method, 1-9576
8th Annual SCORE Half-Day Seminar: Professional Development for Research Personnel Noreen Connolly, MS, JD, CCRC, Event Facilitator, Health Project Coordinator

Christopher P. Niemiec, PhD, Senior Lecturer, Research Associate

Michael S. Leonard, MD, MS, Associate Chief Quality Officer

Sharyl Zaccaglino, Director, Research Quality and Compliance, Upstate Stem Cell cGMP Facility

Ronald Epstein, MD, Professor of Family Medicine, Psychiatry & Oncology

Keynote: Self Determination Theory: Optimal Motivation at Work

Session 1: Root Cause Analysis Simulation

Session 2: An Orientation to the Development of Standard Operating Procedures

SOP template

Session 3: Mindfulness in the Workplace

Disclosure to Participants
SRB, 1.416
Open Discussion - REDCap and eRecord
Simple questions answered - questions requiring research will inform future presentations
Amanda Davin, Academic IT and David Pinto, BS, RN, UR CTSI Clinical Research Informaticist
REDCap and eRecord slides
SRB, 1.416
Hear My Story: Sharing the When, How, and Why in Developing and Advancing a Career in Research

Panelists: David Oldfield, Project Nurse, SMH Pulmonary; Noreen Connolly, Health Project Coordinator, Neurology, Strong Epilepsy Center; and Jessica DeSanctis Keith, Student, Clinical and Social Sciences in Psychology, University of Rochester

Helen Wood Hall, 1W-502
Utilizing URMC Laboratory Resources for Collecting and Processing Biological Clinical Research Samples

URMC Labs - Kris Kuryla, Clinical Trials Operations Manager; Debbie Street & Sarah Miscavage, Clinical Trials Project Assistants and Kelly Callahan, Sr. Health Project Coordinator, Division of Allergy/Immunology & Rheumatology

URMC Labs handouts and displayed materials

URMC Labs introductory slides

Medical Center, CEL 2-7534
Open Discussion Sessions: Share issues and potential solutions to barriers to enhance research coordination

Ice breaker - Resources for coordinators to get phlebotomy training

Two sessions available: 12 p.m. and 3 p.m.

Facilitator: Nancy A. Needler

Email SCORE for information
Medical Center, CEL 2-7534
REDCap for Coordinators: Applied Uses and Advanced Features Paul D. Allen, PhD, Otolaryngology Research Program Manager; Amanda Davin & Carrie Irvine, REDCap Administrators, Academic IT REDCap Overview - P. Allen

REDCap New Features - C. Irvine

REDCap Surveys Advanced Features

REDCap New Features-Calc Fields