CTO services are undergoing a transition. In the meantime, trainings, Research Forums, and research navigation services continue. Please contact [email protected] with any questions.

Upcoming Events

CTO Research Forums

Contact [email protected] external site (opens in a new window) for calendar invites for upcoming CTO Research Forums.

Dates & Times	Topics & Speakers	Materials
May 12, 2026 1 pm - 2 pm	Topic: APeX Spring 2026 Upgrade Overview APeX Spring 2026 Upgrade is coming May 12, 2026. APeX Upgrades are intended to support the newest functionality provided by Epic.	Download .ics

Dates & Times

Topics & Speakers

Materials

May 12, 2026

1 pm - 2 pm

Topic: APeX Spring 2026 Upgrade Overview
APeX Spring 2026 Upgrade is coming May 12, 2026. APeX Upgrades are intended to support the newest functionality provided by Epic.

Download .ics

For information on all CTO Research Forums, please visit here external site (opens in a new window) .

Past Events

CTO Research Forums

Dates & Times	Topics & Speakers	Materials
April 23, 2026 11 am - 12 pm	Topic: Exploring IRB Updates on Drug and Device Guidance + New Worksheets Speaker: Taylar Hagan, Kate Nolan, and Thomas Salazar	Recording
April 16, 2026 10 am - 12 pm	Topic: Best Practices in Community Engagement for Health Equity 101 More details: Day 3 of PI Intensive	Recording
April 9, 2026 11 am - 12pm	Topic: Research Gateway Speaker: Alyssa Tecklenburg, Research Administration & Compliance Solutions (RACS) Program Manager	Recording Slides
April 8, 2026 1 pm – 2 pm	Topic: Clinical Trials Registration & Reporting Policy Revisions: Compliance Expectations for Investigators Speaker: Office of Ethics and Compliance's Regulatory Support Unit	Recording
March 19, 2026 10 am - 11 am	Topic: Lessons Learned from Establishing a Clinical Research Pooled Staffing Program in the Department of Pediatrics Speaker: Liz Garnett & Kathy Nguyen	Recording Slides
March 18, 2026 1pm – 2pm	Topic: Introducing UCSF's Advarra eReg Regulatory Binder System Speaker: Office of Clinical Trial Activation	Recording Resources
February 18, 2026 1 pm – 2 pm	Topic: Clinical Trials Registration & Reporting Policy Revisions: Compliance Expectations for Investigators Speaker: Office of Ethics and Compliance's Regulatory Support Unit	Recording Slides
February 9, 2026 9 am – 10:30 am	Topic: Obtaining Informed Consent for Research in Pediatrics Speaker: Aisling Conneally, Senior CRC in Pediatrics	Recording Slides
January 28, 2026 1 pm - 2 pm	Topic: APeX Required Documentation Speaker: Sophia Wiggins & Rachel Young	Recording Upload Medicaid Attestation Form in Consents Activity Tip Sheet
December 3, 2025 1 pm – 2 pm	Topic: 90 Days to Activation: A Case Study and Panel on Partnering with Industry Sponsors Speaker: Office of Clinical Trial Activation (OCTA) external site (opens in a new window) & Industry Contracts Division (ICD) external site (opens in a new window)	Recording external site (opens in a new window) Slides external site (opens in a new window)
November 10, 2025 1 pm – 2 pm	Topic: Research Gateway (Demo + Q&A) Speaker: Alyssa Tecklenburg external site (opens in a new window) , Research Administration & Compliance Solutions (RACS) Program Manager	Recording external site (opens in a new window) Slides external site (opens in a new window)
October 28, 2025 1 pm – 2 pm	Topic: Driving Compliance: New OCTA Compliance Dashboard for Clinical Research Policy 400-25 & introduction to the Advarra eReg Tool (coming early 2026) Presented by: Jeanna Julo, Quality Improvement & Compliance Officer for OCTA external site (opens in a new window)	Recording external site (opens in a new window) Slides external site (opens in a new window)
October 30, 2025 1 pm – 2 pm	Topic: Radiology Core Services Introduction Presented by: Department of Radiology and Biomedical Imaging external site (opens in a new window)	Recording external site (opens in a new window) Slides external site (opens in a new window)
September 25, 2025 1 pm - 2 pm	Topic: Conflict of Interest in Clinical Research Speaker: Ivana Neff, MPH, MHA, Conflict of Interest Manager, Office of Ethics & Compliance external site (opens in a new window)	Recording external site (opens in a new window)
September 10, 2025 1 pm – 2 pm	Topic: Investigator-Initiated Trial (IIT) Protocol Preparation & Drafting Speaker: Mallory Cases external site (opens in a new window) , PhD, Protocol Development Manager from the Helen Diller Family Comprehensive Cancer Center’s (HDFCCC) Clinical Research Support Office external site (opens in a new window)	Recording external site (opens in a new window) Slides external site (opens in a new window)
August 26, 2025 1 pm – 2 pm	Topic: Beaker Workflows & Lab Expectations for Research Lab Draws Speakers: APeX & UCSF Lab Management	Recording external site (opens in a new window)
August 7, 2025 1 pm – 2 pm	Topic: Managing & Ensuring Compliance in the Research Revenue Cycle (RRC) Process Speakers: Erik Morris & Maria Mason Rapposelli, RCC Team external site (opens in a new window)	Recording external site (opens in a new window) Slides external site (opens in a new window)
July 22, 2025 1 pm – 2 pm	Topic: Health Equity in Clinical Research: Making Research Practices More Equitable Speakers: Jairo Ceballos external site (opens in a new window) & Tyra Parrish external site (opens in a new window) , RAGE	Recording external site (opens in a new window) Slides external site (opens in a new window)
July 15, 2025 1 pm – 2 pm	Topic: Recruitment Strategies in Clinical Research Speaker: Ruth Gebrezghi external site (opens in a new window) , Project Manager, CTSI, Participant Recruitment Program (PRP)	Recording external site (opens in a new window) Slides external site (opens in a new window)
July 9, 2025 1 pm – 2 pm	Topic: Overview of the UCSF Research Gateway Transition: The replacement of iRIS to Huron IRB Speaker: Alyssa Tecklenburg external site (opens in a new window) , Research Administration & Compliance Solutions (RACS) Program Manager	Recording external site (opens in a new window) Slides external site (opens in a new window)
May 22, 2025 1 pm – 2 pm	Topic: APeX Spring 2025 Upgrade coming May 31, 2025 Speaker: Sophia Wiggins	Recording external site (opens in a new window)
May 14, 2025 12 pm – 1 pm	Speakers: Office for the Prevention of Harassment & Discrimination external site (opens in a new window)	Recording external site (opens in a new window) Slides external site (opens in a new window)
April 2025	Topic: Managing Challenging Patient Behaviors Speakers: UCSF Helen Diller Family Comprehensive Cancer Center (HDFCCC) external site (opens in a new window)	Recording external site (opens in a new window)
March 19, 2025 12 pm – 1 pm	Topic: Health Literacy & Plain Language Speaker: Aimée Williams external site (opens in a new window) , MPH, Research & Policy Analyst, IMPACT, CTSI	Recording external site (opens in a new window) Slides external site (opens in a new window)
March 5, 2025 12:10 pm – 1 pm	Topic: Radiation Safety in Human Research: Mitigating Risks & Ensuring Compliance Speakers: Radiation Safety Committee	Recording external site (opens in a new window) Slides external site (opens in a new window)
February 13, 2025 12:10 pm – 1 pm	Topic: Transition of OnCore to the IT Operating Model (ITOM) with Academic Research Services (ARS) Speakers: Office of Clinical Trial Activation (OCTA) external site (opens in a new window) & ARS external site (opens in a new window)	Recording external site (opens in a new window) Slides external site (opens in a new window)
December 18, 2024 12:10 pm – 1 pm	Topic: 7 Pillars of Wellness Speakers: UCSF Wellness Department external site (opens in a new window)	Recording external site (opens in a new window) Resources external site (opens in a new window)
November 22, 2024 12:10 pm – 1 pm	Topic: APeX Research Consents Speaker: Sophia Wiggins	Recording external site (opens in a new window) Email Notification external site (opens in a new window)
November 20, 2024 12:10 pm – 1 pm	Topic: Privacy Considerations Speakers: Office of Healthcare Compliance & Privacy external site (opens in a new window)	Recording external site (opens in a new window) Slides external site (opens in a new window)
October 23, 2024 12:10 pm – 1 pm	Topic: Office of Sponsored Research (OSR) external site (opens in a new window) Process Speakers: Joyce Abe & Catherine Dunn external site (opens in a new window)	Recording external site (opens in a new window) Slides external site (opens in a new window)
September 25, 2024 12:10 pm – 1 pm	Topic: UCSF Institutional Review Board’s (IRB) Diversity, Equity, Inclusion, & Accessibility (DEIA) Efforts external site (opens in a new window) Speaker: Edward Kuczynski external site (opens in a new window) , Director, Human Research Protection Program (HRPP)	Recording external site (opens in a new window) Slides external site (opens in a new window)
September 10, 2024 12:10 pm – 1 pm	Topic: UCSF Greenphire ClinCard Beta Program Speakers: Supply Chain Management external site (opens in a new window)	Recording external site (opens in a new window) Slides external site (opens in a new window) UCSF Greenphire ClinCard Program Details external site (opens in a new window) Paying Research Subjects external site (opens in a new window)
August 14, 2024 12 pm – 1 pm	Topics: APeX Timeline Linking & Research Revenue Cycle Charge Review Speakers: Maria Rapposelli, Sophia Wiggins, Erik Morris & Matthew Shem	Recording external site (opens in a new window) Slides external site (opens in a new window) Q&A external site (opens in a new window)
August 5, 2024 1 pm – 2 pm	Topics: Strategic Activation Manager (SAM) Support for Industry Trials Overview of the Latest Release of OCTA’s Current Activation Pipeline Dashboard (CAPDash) Demo of Advarra’s e-Regulatory Management Platform – A new tool coming to UCSF! Speakers: Katie Amsden external site (opens in a new window) , Operations & Training Officer for OCTA Erin Breed external site (opens in a new window) , Associate Director, Operations & Strategy for OCTA	Recording external site (opens in a new window) Slides external site (opens in a new window) Q&A external site (opens in a new window)
April 10, 2024 12 pm – 12:30 pm	Topic: 2023 OCTA Customer Experience Survey Results & Initiatives Speaker: Katie Amsden external site (opens in a new window) , Operations & Training Officer for OCTA	Recording external site (opens in a new window) Slides external site (opens in a new window) Transcription external site (opens in a new window)
March 7, 2024 12 pm – 1 pm	Topic: Industry Clinical Trial Activation Guide for study teams Speaker: Dominica Randazzo external site (opens in a new window) , Associate Director for CTO	Recording external site (opens in a new window) Transcription external site (opens in a new window)
December 6, 2023 12 pm – 1 pm	Topic: OnCore Utilization & APeX Billing Review	Recording external site (opens in a new window) Slides external site (opens in a new window)
November 15, 2023 12 pm – 1 pm	Topics: Inclusive & Accessible Research Speakers: Wendy Tobias external site (opens in a new window) & Cecile Puretz external site (opens in a new window)	Recording external site (opens in a new window) Slides external site (opens in a new window) Transcription external site (opens in a new window)
February 8, 2023 12 pm – 1 pm	Topics: APeX Research Notes Care Everywhere Speakers: Sophia Wiggins & Natalie Nardone	Recording external site (opens in a new window) FAQ

For information on all CTO Research Forums, please visit here.

Upcoming Events

Past Events

Contact Us