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Clinical Trial Financial Management 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.


Due to room size limit, we will give preference for in-person attendance to the first 25 registrants who select that option; others will be provided with virtual attendance information.

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