Cambridge Healthtech Institute’s 5th Annual

Mastering an Outsourcing Strategy

Innovative Outsourcing and Procurement Strategies for Cost Efficiency and Improved Partnerships

March 2-3, 2021


I am pleased to announce CHI’s 5th Annual Mastering an Outsourcing Strategy being held March 2-3, 2021 at Rosen Shingle Creek in Orlando, FL. The gathering will be part of the 12th Annual Summit for Clinical Trials Operations Executives (SCOPE), a four-day cluster of events that attracted 2,200 leaders in clinical innovation, operations, and research in 2020. Topics to be discussed at the Mastering an Outsourcing Strategy conference include:


  • Becoming Sponsor/CRO/Site of Choice – Building relationships between stakeholders
  • Determining outsourcing needs (CROs, central labs, clinical trial supply, consultants, software vendors), establishing resourcing requirements, and setting an appropriate project plan: In-house activities vs. outsourced
  • Different types of collaborations between Sponsors, CROs, and niche service providers/suppliers: Full-service outsourcing vs. functional service providers vs. transactional outsourcing
  • Outsourcing in the era of COVID-19: Best practices, challenges, and strategies
  • The differences and interplay between outsourcing and procurement
  • Utilizing the procurement team for cost savings, improved budgeting, better aligned technology, and stronger partner relationships
  • Understanding the pros and cons of using global and niche service providers to meet your company’s outsourcing needs
  • Best practices and challenges in outsourcing to BRIC countries and RoW
  • Vendor qualification and selection, especially niche/specialty/third-party suppliers
  • Case studies of outsourcing specific functions (e.g. RBM, clinical quality, etc.) and selecting specific vendors (e.g. tech vendors, patient recruitment, etc.)
  • Creating effective RFIs and RFPs to evaluate service providers and costs
  • Bid defense from the sponsor and CRO perspective
  • Lessons learned from failed bid defenses
  • Negotiating contracts with sponsors, sites, CROs, and third-party vendors
  • Master service agreements from legal, operational, and business perspectives
  • Outsourcing and budget strategies for small, mid-sized, and large pharma/biotech
  • Balancing quality and cost-effectiveness when selecting vendors
  • Budget negotiations between all clinical trial stakeholders, including sponsor and CRO, site, and vendors
  • Minimizing change orders and anticipating change order costs


Also, please check out the Participant Engagement Award in honor of Gerald “Jerry” Matczak, the SCOPE Scientific Symposium (SSS), and the Masters in Clinical Research Golf Tournament.


If you would like to submit a proposal to give a presentation at this meeting, please click here.


All proposals are subject to review by session chairmen and/or the Scientific Advisory Committee to ensure the overall quality of the conference program. Additionally, as per Cambridge Healthtech Institute policy, a select number of vendors and consultants who provide products and services will be offered opportunities for podium presentation slots based on a variety of Corporate Sponsorships.


For more details on the conference, please contact:

Kaitlin Searfoss Kelleher

Senior Conference Director

Cambridge Healthtech Institute

Phone: (+1) 781. 972.5498



For partnering and sponsorship information, please contact:

Companies A-O

Ilana Quigley

Senior Manager, Business Development

Cambridge Healthtech Institute (CHI)

Phone: (+1) 781.972.5457



Companies P-Z

Patty Rose

Senior Manager, Business Development

Cambridge Healthtech Institute (CHI)

Phone: (+1) 781.972.1349