This invitation-only conference offers networking opportunities, product showcases, insightful client success stories, and thought-provoking sessions featuring Trial Interactive experts and industry-leading guest speakers.
Designed with the Trial Interactive user in mind, the agenda includes opportunities to interface with our experts and ask your most burning questions. Come interact with your peers and help drive the evolution of Trial Interactive.
Don’t miss out on the chance to attend the OpTImize Summit. Secure your spot and be part of shaping the future of your eClinical solutions.
Meet the TI Team
Interested in seeing last year's panel discussions?
Watch our 2024 opTImize panel discussions.
Agenda
Agenda and timing of sessions are subject to change
9:30 - 12:00
1:1 Meetings
12:00 - 13:30
Registration and Networking Lunch with GLNXT
13:30 - 13:45
Opening Remarks
13:45 - 14:15
Intelligent Performance
14:15 - 14:30
Welcome to GlobalLink Live
14:30 - 14:45
Break
14:45 - 15:30
ICH E6(R3) and Industry Updates
With the release of ICH E6(R3), clinical trials are entering a new era of expectations around data integrity, quality by design, and risk-based approaches. This session will examine the key changes introduced in R3 and how they’re impacting sponsor responsibilities, technology use, and inspection readiness. Gillian will also provide an update on the development of version 4 of the TMF Reference Model, which is being revised to meet the needs of today’s digital landscape.
15:30 -16:00
Sponsor Oversight Through the eTMF
In this keynote session, Laurel-Ann Schrader will explore how sponsors can leverage the eTMF as a strategic tool for oversight, inspection readiness, and compliance. She’ll outline regulatory expectations from global agencies, including the MHRA, EMA, and FDA. Drawing on her real-world experience leading the Trial Interactive client solutions team—where she supports inspection readiness and audit preparedness—Laurel-Ann will highlight how proactive eTMF management can help sponsors mitigate risk and maintain a state of audit-readiness every day.
16:00 - 16:30
TMF Management: View from the CROs
When sponsors rely on CROs to manage critical TMF activities, effective oversight and organizational alignment are essential. In this session, CRO leaders will share their perspectives on TMF management—highlighting strategies to meet sponsor expectations, maintain inspection readiness, and adapt to evolving regulatory requirements. The discussion will explore best practices for collaboration, the importance of clearly defined roles and responsibilities, and how CROs and sponsors can work together to reduce risk and elevate quality.
16:30 -16:50
Break
16:50 - 17:50
Keynote Speaker
17:50 - 18:00
Closing Remarks
18:00 - 19:00
Networking Reception
19:30 - 22:30
Evening Social Event at Sea Containers
9:30 - 12:00
1:1 Meetings
12:00 - 13:30
Registration and Networking Lunch with GLNXT
13:30 - 13:45
Opening Remarks
13:45-14:15
Intelligent Performance
14:15-14:30
Welcome to GlobalLink Live
14:30-14:45
Break
14:45-15:30
ICH E6(R3) and Industry Updates
With the release of ICH E6(R3), clinical trials are entering a new era of expectations around data integrity, quality by design, and risk-based approaches. This session will examine the key changes introduced in R3 and how they’re impacting sponsor responsibilities, technology use, and inspection readiness. Gillian will also provide an update on the development of version 4 of the TMF Reference Model, which is being revised to meet the needs of today’s digital landscape.
15:30-16:00
Sponsor Oversight Through the eTMF
In this keynote session, Laurel-Ann Schrader will explore how sponsors can leverage the eTMF as a strategic tool for oversight, inspection readiness, and compliance. She’ll outline regulatory expectations from global agencies, including the MHRA, EMA, and FDA. Drawing on her real-world experience leading the Trial Interactive client solutions team—where she supports inspection readiness and audit preparedness—Laurel-Ann will highlight how proactive eTMF management can help sponsors mitigate risk and maintain a state of audit-readiness every day.
16:00-16:30
TMF Management: View from the CROs
When sponsors rely on CROs to manage critical TMF activities, effective oversight and organizational alignment are essential. In this session, CRO leaders will share their perspectives on TMF management—highlighting strategies to meet sponsor expectations, maintain inspection readiness, and adapt to evolving regulatory requirements. The discussion will explore best practices for collaboration, the importance of clearly defined roles and responsibilities, and how CROs and sponsors can work together to reduce risk and elevate quality.
16:30-16:50
Break
9:30 - 12:00
9:30 - 12:00
1:1 Meetings
12:00 - 13:30
Registration and Networking Lunch with GLNXT
13:30 - 13:45
Opening Remarks
13:45-14:15
Intelligent Performance
14:15-14:30
Welcome to GlobalLink Live
14:30-14:45
Break
14:45-15:30
ICH E6(R3) and Industry Updates
With the release of ICH E6(R3), clinical trials are entering a new era of expectations around data integrity, quality by design, and risk-based approaches. This session will examine the key changes introduced in R3 and how they’re impacting sponsor responsibilities, technology use, and inspection readiness. Gillian will also provide an update on the development of version 4 of the TMF Reference Model, which is being revised to meet the needs of today’s digital landscape.
15:30-16:00
Sponsor Oversight Through the eTMF
In this keynote session, Laurel-Ann Schrader will explore how sponsors can leverage the eTMF as a strategic tool for oversight, inspection readiness, and compliance. She’ll outline regulatory expectations from global agencies, including the MHRA, EMA, and FDA. Drawing on her real-world experience leading the Trial Interactive client solutions team—where she supports inspection readiness and audit preparedness—Laurel-Ann will highlight how proactive eTMF management can help sponsors mitigate risk and maintain a state of audit-readiness every day.
16:00-16:30
TMF Management: View from the CROs
When sponsors rely on CROs to manage critical TMF activities, effective oversight and organizational alignment are essential. In this session, CRO leaders will share their perspectives on TMF management—highlighting strategies to meet sponsor expectations, maintain inspection readiness, and adapt to evolving regulatory requirements. The discussion will explore best practices for collaboration, the importance of clearly defined roles and responsibilities, and how CROs and sponsors can work together to reduce risk and elevate quality.
16:30-16:50
Break
8:00 - 9:30
1:1 Meetings, Registration, Breakfast
9:00 - 9:45
Breaking Down Silos: Cross-Functional Collaboration for TMF Success
Achieving TMF excellence requires seamless collaboration across teams like Clinical, Regulatory, Data Management, and Quality. In this panel, industry experts will share insights on breaking down silos, fostering communication, and aligning cross-functional priorities to ensure TMF completeness, compliance, and inspection readiness. Learn practical strategies for improving teamwork, streamlining documentation processes, and leveraging technology to create a truly collaborative TMF environment.
9:45 - 10:30
Unlocking Clinical Trial Visibility with CTMS
Clinical trials generate large volumes of data, tasks, and timelines. Without centralized oversight, studies can quickly veer off track. This session explores how modern CTMS solutions consolidate workflows into a single source of truth. Discover how enhanced visibility and automation can accelerate decision-making, reduce risk, and improve overall trial performance.
10:30 - 10:45
Break
10:45 - 11:00
AI in Medical Writing - Content Creation for 2025
Generative AI is transforming the commercial landscape for life sciences organizations, enhancing everything from medical writing to multilingual content creation. This session will showcase real-world applications of AI across key functions, including medical communications, e-learning, digital content, product support, and pharmacovigilance. Through data-driven examples, we’ll demonstrate how AI is accelerating timelines, reducing costs, and improving engagement—such as a 50% reduction in scientific publication QA time and a 45% increase in training engagement. Whether you’re developing global campaigns or managing complex product information, discover how AI is delivering measurable value across the life sciences space—and what steps your organization can take next.
11:00 - 11:45
The Future of TMF: AI Driven Quality Assurance, Insights, and Automations (Automate)
Artificial intelligence is fundamentally changing TMF management, introducing powerful tools for quality assurance, oversight, and compliance. This panel will dive into AI-powered TMF automation and how it transforms TMF processes. Learn how organizations are leveraging AI tools like Trial Interactive Automate to identify risks, streamline document classification, and enhance real-time insights, ultimately driving greater efficiency and regulatory readiness.
11:45 - 12:15
Migrate with Confidence – Technical Migration and Archival Strategies for Completeness
Take the difficulty out of migrations with careful planning, technical expertise, and a clear understanding of regulatory expectations. This session will focus on the technical aspects of TMF migration, including metadata mapping, document integrity checks, system compatibility, and audit trail preservation. Attendees will learn best practices for executing a smooth, validated migration that ensures completeness, accuracy, and ongoing compliance with GCP. Whether you’re preparing for a system upgrade, transitioning vendors, or centralizing legacy data, this session will help you do it right—the first time.
12:15 - 13:15
Networking Lunch
13:15 - 14:00
Powering Site Partnerships Through Collaboration and Tech
Gain firsthand insights from site representatives as they discuss strategies for overcoming common challenges in study start-up, ongoing trial management, and study close-out. Learn how sites navigate regulatory hurdles, streamline workflows, and enhance collaboration to drive trial success.
14:00 - 14:45
Inspection Readiness Prep: From GCP Correction to Quality Issue Management
Study reconstruction is often seen as a last-resort effort, but it’s a vital part of ensuring GCP compliance and inspection readiness. This session will clarify what study reconstruction truly involves and how it can be approached strategically. Experts from Trial Interactive’s TMF Services team will walk through each component, including how to identify missing or non-compliant documentation, issue GCP corrections, log quality issues appropriately, and align with audit expectations. Learn how proactive TMF oversight and a structured reconstruction process can not only salvage a trial, but also strengthen your organization’s long-term quality management systems.
14:45 - 15:00
Closing Remarks
15:00 - 17:00
1:1 Meetings
15:45 - 16:30
Event Closing Cocktails
8:00-9:30
1:1 Meetings, Registration, Breakfast
9:00-9:45
Breaking Down Silos: Cross-Functional Collaboration for TMF Success
Achieving TMF excellence requires seamless collaboration across teams like Clinical, Regulatory, Data Management, and Quality. In this panel, industry experts will share insights on breaking down silos, fostering communication, and aligning cross-functional priorities to ensure TMF completeness, compliance, and inspection readiness. Learn practical strategies for improving teamwork, streamlining documentation processes, and leveraging technology to create a truly collaborative TMF environment.
9:45-10:30
Unlocking Clinical Trial Visibility with CTMS
Clinical trials generate large volumes of data, tasks, and timelines. Without centralized oversight, studies can quickly veer off track. This session explores how modern CTMS solutions consolidate workflows into a single source of truth. Discover how enhanced visibility and automation can accelerate decision-making, reduce risk, and improve overall trial performance.
10:30-10:45
Break
10:45-11:00
AI in Medical Writing - Content Creation for 2025
Generative AI is transforming the commercial landscape for life sciences organizations, enhancing everything from medical writing to multilingual content creation. This session will showcase real-world applications of AI across key functions, including medical communications, e-learning, digital content, product support, and pharmacovigilance. Through data-driven examples, we’ll demonstrate how AI is accelerating timelines, reducing costs, and improving engagement—such as a 50% reduction in scientific publication QA time and a 45% increase in training engagement. Whether you’re developing global campaigns or managing complex product information, discover how AI is delivering measurable value across the life sciences space—and what steps your organization can take next.
11:00-11:45
The Future of TMF: AI Driven Quality Assurance, Insights, and Automations (Automate)
Artificial intelligence is fundamentally changing TMF management, introducing powerful tools for quality assurance, oversight, and compliance. This panel will dive into AI-powered TMF automation and how it transforms TMF processes. Learn how organizations are leveraging AI tools like Trial Interactive Automate to identify risks, streamline document classification, and enhance real-time insights, ultimately driving greater efficiency and regulatory readiness.
11:45-12:15
Migrate with Confidence – Technical Migration and Archival Strategies for Completeness
Take the difficulty out of migrations with careful planning, technical expertise, and a clear understanding of regulatory expectations. This session will focus on the technical aspects of TMF migration, including metadata mapping, document integrity checks, system compatibility, and audit trail preservation. Attendees will learn best practices for executing a smooth, validated migration that ensures completeness, accuracy, and ongoing compliance with GCP. Whether you’re preparing for a system upgrade, transitioning vendors, or centralizing legacy data, this session will help you do it right—the first time.
12:15-13:15
Networking Lunch
13:15-14:00
Powering Site Partnerships Through Collaboration and Tech
Gain firsthand insights from site representatives as they discuss strategies for overcoming common challenges in study start-up, ongoing trial management, and study close-out. Learn how sites navigate regulatory hurdles, streamline workflows, and enhance collaboration to drive trial success.
14:00-14:45
Inspection Readiness Prep: From GCP Correction to Quality Issue Management
Study reconstruction is often seen as a last-resort effort, but it’s a vital part of ensuring GCP compliance and inspection readiness. This session will clarify what study reconstruction truly involves and how it can be approached strategically. Experts from Trial Interactive’s TMF Services team will walk through each component, including how to identify missing or non-compliant documentation, issue GCP corrections, log quality issues appropriately, and align with audit expectations. Learn how proactive TMF oversight and a structured reconstruction process can not only salvage a trial, but also strengthen your organization’s long-term quality management systems.
14:45-15:00
14:45-15:00
Closing Remarks
8:00-9:30
1:1 Meetings, Registration, Breakfast
9:00-9:45
Breaking Down Silos: Cross-Functional Collaboration for TMF Success
Achieving TMF excellence requires seamless collaboration across teams like Clinical, Regulatory, Data Management, and Quality. In this panel, industry experts will share insights on breaking down silos, fostering communication, and aligning cross-functional priorities to ensure TMF completeness, compliance, and inspection readiness. Learn practical strategies for improving teamwork, streamlining documentation processes, and leveraging technology to create a truly collaborative TMF environment.
9:45-10:30
Unlocking Clinical Trial Visibility with CTMS
Clinical trials generate large volumes of data, tasks, and timelines. Without centralized oversight, studies can quickly veer off track. This session explores how modern CTMS solutions consolidate workflows into a single source of truth. Discover how enhanced visibility and automation can accelerate decision-making, reduce risk, and improve overall trial performance.
10:30-10:45
Break
10:45-11:00
AI in Medical Writing - Content Creation for 2025
Generative AI is transforming the commercial landscape for life sciences organizations, enhancing everything from medical writing to multilingual content creation. This session will showcase real-world applications of AI across key functions, including medical communications, e-learning, digital content, product support, and pharmacovigilance. Through data-driven examples, we’ll demonstrate how AI is accelerating timelines, reducing costs, and improving engagement—such as a 50% reduction in scientific publication QA time and a 45% increase in training engagement. Whether you’re developing global campaigns or managing complex product information, discover how AI is delivering measurable value across the life sciences space—and what steps your organization can take next.
11:00-11:45
The Future of TMF: AI Driven Quality Assurance, Insights, and Automations (Automate)
Artificial intelligence is fundamentally changing TMF management, introducing powerful tools for quality assurance, oversight, and compliance. This panel will dive into AI-powered TMF automation and how it transforms TMF processes. Learn how organizations are leveraging AI tools like Trial Interactive Automate to identify risks, streamline document classification, and enhance real-time insights, ultimately driving greater efficiency and regulatory readiness.
11:45-12:15
Migrate with Confidence – Technical Migration and Archival Strategies for Completeness
Take the difficulty out of migrations with careful planning, technical expertise, and a clear understanding of regulatory expectations. This session will focus on the technical aspects of TMF migration, including metadata mapping, document integrity checks, system compatibility, and audit trail preservation. Attendees will learn best practices for executing a smooth, validated migration that ensures completeness, accuracy, and ongoing compliance with GCP. Whether you’re preparing for a system upgrade, transitioning vendors, or centralizing legacy data, this session will help you do it right—the first time.
12:15-13:15
Networking Lunch
13:15-14:00
Powering Site Partnerships Through Collaboration and Tech
Gain firsthand insights from site representatives as they discuss strategies for overcoming common challenges in study start-up, ongoing trial management, and study close-out. Learn how sites navigate regulatory hurdles, streamline workflows, and enhance collaboration to drive trial success.
14:00-14:45
Inspection Readiness Prep: From GCP Correction to Quality Issue Management
Study reconstruction is often seen as a last-resort effort, but it’s a vital part of ensuring GCP compliance and inspection readiness. This session will clarify what study reconstruction truly involves and how it can be approached strategically. Experts from Trial Interactive’s TMF Services team will walk through each component, including how to identify missing or non-compliant documentation, issue GCP corrections, log quality issues appropriately, and align with audit expectations. Learn how proactive TMF oversight and a structured reconstruction process can not only salvage a trial, but also strengthen your organization’s long-term quality management systems.
14:45-15:00
Closing Remarks
FAQ
Is this event free?
Yes, there is no registration fee associated with this event. However, spots are limited.
Who is this event for?
OpTImize is for more than just TransPerfect and Trial Interactive clients! The summit is geared toward executives, directors, and senior managers within the clinical trial industry. Spaces are limited and will be prioritized accordingly, therefore eligibility is subject to approval by the TransPerfect Trial Interactive team.
Do I have to attend both days?
No, registration covers both days, but we understand some people can only attend one day of sessions.
I have more questions, who do I contact?
Email optimize@transperfect.com with any additional questions.
9:30-12:00
1:1 Meetings
12:00-13:30
Intelligent Performance
13:45-14:15
Welcome to GlobalLink Live
14:30-14:45
Break
14:45-15:30
ICH E6(R3) and Industry Updates
With the release of ICH E6(R3), clinical trials are entering a new era of expectations around data integrity, quality by design, and risk-based approaches. This session will examine the key changes introduced in R3 and how they’re impacting sponsor responsibilities, technology use, and inspection readiness. Gillian will also provide an update on the development of version 4 of the TMF Reference Model, which is being revised to meet the needs of today’s digital landscape.
15:30-16:00
Sponsor Oversight Through the eTMF
In this keynote session, Laurel-Ann Schrader will explore how sponsors can leverage the eTMF as a strategic tool for oversight, inspection readiness, and compliance. She’ll outline regulatory expectations from global agencies, including the MHRA, EMA, and FDA. Drawing on her real-world experience leading the Trial Interactive client solutions team—where she supports inspection readiness and audit preparedness—Laurel-Ann will highlight how proactive eTMF management can help sponsors mitigate risk and maintain a state of audit-readiness every day.
16:00-16:30
TMF Management: View from the CROs
When sponsors rely on CROs to manage critical TMF activities, effective oversight and organizational alignment are essential. In this session, CRO leaders will share their perspectives on TMF management—highlighting strategies to meet sponsor expectations, maintain inspection readiness, and adapt to evolving regulatory requirements. The discussion will explore best practices for collaboration, the importance of clearly defined roles and responsibilities, and how CROs and sponsors can work together to reduce risk and elevate quality.