Clinical Trial Financials Workshop

Clinical Trial Financial Management Workshop

The goal of this workshop is to enable interaction with content experts and provide tips, templates and tools for successful financial management of clinical trials. This content will be presented by members of the MCW CTO and other experienced research professionals.


  1. Present best practices for budget development and financial management
  2. Prepare a comprehensive budget covering all study costs
  3. Provide overview of a typical budget negotiation
  4. Create a Funding Proposal in eBridge
  5. Provide overview of contract negotiation tactics
  6. Provide templates for payment tracking and reconciliation
  7. Provide overview of research claims management process

Intended Audience

Any staff, faculty member, resident or fellow wishing to learn about clinical trial financial management, focusing primarily on industry-sponsored trials.


This session will run from 8:00 AM – 2:00 PM. Refreshments will be available throughout the day and lunch will be provided.

Upcoming Sessions

A completion certificate is available upon request for participants who attend at least 80% of the course. Participants may use contact hours for maintaining ACRP and SOCRA certification.

Questions: Please contact Sarah Beyler (sbeyler@mcw.edu).

NIH Funding Acknowledgment: Important Reminder – Please acknowledge the NIH when publishing papers, patents, projects, and presentations resulting from the use of CTSI resources by including the NIH Funding Acknowledgement.


Children's Hospital of WisconsinMarquette UniversityMSOEUWMVersitiVA Medical Center