Patient recruitment and retention are critical to drug development programs. Patient recruitment if not adequately planned for can extend development time-lines by a number of years. Retention of patients throughout the life of a clinical trial is essential in order have complete data sets for analysis and subsequent filings.  

Patient recruitment now takes up 23% of the total clinical trial timeline and, worryingly, this percentage is rising (Cutting Edge Information, 2009). The industry needs a front-line assessment of how things work in the physician's office, what motivates patients, how pharmaceutical service providers perform, and data on the most effective techniques for patient recruitment and retention; this conference aims to deliver just that.

Join us for SMi's 6th annual Accelerating Patient Recruitment & Retention in Clinical Trials and delve into the latest developments in patient recruitment and retention and learn how the Internet and social media can be utilised to enhance your recruitment and retention  with interactive sessions aimed at voicing multiple points of view and experiences.


For speaker opportunities, contact smiproduction@smi-online.co.uk

For sponsorship and exhibitioning opportunities, contact  sponsorshipdept@smi-online.co.uk





Would you prefer
Copyright Kevin Olson, Industry Standard Research, 2009



  • Protocol planning
  • Recruitment metrics
  • Regulatory and ethical considerations
  • Global enrolment strategies
  • Enrolment feasibility
  • Emerging markets
  • Marketing strategies
  • Social media strategies



Jeffrey Zucker
Manager, Global Trial Optimisation, Clinical Research Operations

Brian Schrock
Director of Global Enrollment Optimisation
Eli Lilly



Heinrich Klech
Professor of Medicine, CEO and Executive Vice President
Vienna School of Clinical Research 

John Needham
Executive Director and Global Head, Patient Enrolment Strategy
Kendle International 

Steve Jadhav
Associate Brand Director (Europe)

See the full lineup...



 Members of Board, Vice President, Directors, Heads and Senior Managers involved in:

  • Patient Recruitment
  • Clinical Research
  • Clinical Development
  • Clinical Operations
  • Clinical Alliances & Sourcing
  • Research and Development
  • Clinical Quality Assurance
  • Global Development
  • Supplies & Outsourcing



Crowne Plaza St James Hotel

45-51 Buckingham Gate
 Tel: +44 (0) 207 834 6655
Fax: +44 (0) 207 6307
 Crowne Plaza St James Hotel

Crowne Plaza St James London is a traditional deluxe hotel right in the heart of the city, perfectly situated for all your business and leisure needs. In the heart of Westminster, it is just a stone's throw away from Buckingham Palace, The Houses of Parliament, the London Eye and Victoria Station.  

The hotel boasts three excellent restaurants. Bistro 51 with British and European cuisine, the Michelin Starred Indian restaurant Quilon serving south coastal Indian food and Bank Westminster with a modern British menu.

A beautiful, award-winning, courtyard garden surrounds the Victorian buildings of the Crowne Plaza London St James - a peaceful oasis in the centre of London.

Crowne Plaza St James


Book your accommodation at SMi discounted rates by:

SMi discounted rates include Continental Breakfast & VAT
  • £ 205.63 / Standard room / night for single occupancy
  • £ 229.13 Executive  room / night for single occupancy


Conference programme

8:30 Registration & Coffee

9:00 Chairman's Opening Remarks

John Needham

John Needham, Executive Director and Global Head, Patient Enrolment Strategy, Kendle International

9:10 Better Protocol Execution Planning

Jeffrey Zucker

Jeffrey Zucker, Manager, Global Trial Optimisation, Clinical Research Operations, Merck

  • Understanding the impact of inclusion/exclusion criteria and protocol design
  • Finding the targeted patient
  • Using data to drive operational planning with assumption based modelling
  • 9:50 How to Write Effective Patient Information Materials

    Theo Raynor

    Theo Raynor, Professor of Pharmacy Practise, University Of Leeds

  • What are the golden rules for writing good patient information?
  • Does current clinical trials information meet participants' needs?
  • How do you involve patients in developing good information materials?
  • Does better information lead to increased recruitment and retention?
  • 10:30 Morning Coffee

    11:00 Modernising Patient Recruitment

  • Does it work outside of the USA?
  • Work to be done on developing its usefulness and effectiveness
  • What is the ROI between traditional and electronic recruitment tactics? 
  • What is the proper mix of the two now and in the future?
  • Staying engaged with patients
  • Case study: Experiences at Lilly
  • Brian Schrock

    Brian Schrock, Director of Global Enrollment Optimization, Eli Lilly

    Greg Stadler

    Greg Stadler, Manager European Medical & Regulatory IT, Eli Lilly

    Sharon Allin

    Sharon Allin, Global Enrolment Consultant for Europe, Lilly Research Centre Ltd

    11:40 Recruitment Feasibility for Clinical Trials

    Matt Kibby

    Matt Kibby, Global Operations Leader, BBK Worldwide

  • Define recruitment feasibility within the broader context of clinical trial feasibility
  • Engage with a proposed method for determining projected recruitment rate
  • Walk away with concrete ideas on recruitment feasibility to generate internal company discussion
  • 12:20 Networking Lunch

    13:50 International Issues: Budgeting and Contracting in Patient Recruitment for Global Clinical Trials

    Melynda Geurts

    Melynda Geurts, Chief Operating Officer, D Anderson & Company

  • Primary factors
  • Ancillary areas
  • Streamlining your approach
  • 14:30 Epidemiological Determinants of Successful Patient Recruitment in Poland

    Pawel Zagozdzon

    Pawel Zagozdzon, CEO, ClinPol Research Sp. z o.o.

  • Higher morbidity in CEEC compared to "old" Europe
  • Recent trends in the epidemiology of most frequent diseases in CEEC
  • New screening tools and population based approach
  • Epidemiology and post-marketing surveillance
  • 15:10 Afternoon Tea

    15:40 Enrolment Feasibility Assessments

  • Why so few organisations are undertaking effective feasibility studies
  • Common practices, pitfalls and new approaches
  • What questions to ask, who to ask and when
  • The ways to assess the attitude of the study population
  • John Needham

    John Needham, Executive Director and Global Head, Patient Enrolment Strategy, Kendle International

    16:20 Enhanced Patient Recruitment and Retention

    Lance Smith

    Lance Smith, Oncology Established Brands Study Delivery Director, AstraZeneca

  • What is the basis of recruitment to, or ahead of, plan?
  • What can we do to ensure best practice is followed?
  • What measures will tell us whether we have succeeded?
  • 17:00 Chairman’s Closing Remarks and Close of Day One

    8:30 Registration & Coffee

    9:00 Chairman's Opening Remarks

    Sanjiv Kanwar

    Sanjiv Kanwar, Managing Director, Polaris BioPharma Consulting Ltd

    9:10 Allocation of Clinical Trials in CEE

    Heinrich Klech

    Heinrich Klech, Professor of Medicine, CEO and Executive Vice President, Vienna School of Clinical Research

  • Current status of allocation in CEE - is it a saturated market already?
  • Quality perspectives
  • What are the best retention strategies in CEE?
  • Value of accredited training for selected study centres
  • Competitiveness to other emerging markets - perspectives for the future
  • 9:50 Patient Recruitment and Retention

    Ralf Kaiser

    Ralf Kaiser, Regional Head Clinical Monitoring Southern Europe, Merck Sa

  • What impacts patient recruitment
  • The ideal set-up
  • Recruitment and retention strategies
  • Supporting Recruitment strategies
  • Case study: implementation of a recruitment strategy in a running trial
  • 10:30 Morning Coffee

    11:00 Site and Sponsor Partnerships in Clinical Trials

  • Study validation and site selection
  • The need for open dialogue and transparency
  • Study execution considerations in enrolment tactics
  • Ensuring sufficient personnel resources
  • Pernilla Sandwall

    Pernilla Sandwall, Business Liaison, Clinical Research Operations, MSD

    11:40 Patient Engagement in Clinical Trials

    David Collier

    David Collier, Research Fellow in Clinical Pharmacology, Queen Mary, University of London

  • Why are patients so protected from trials?
  • How can we change the relationship between those who run trials and patients?
  • Examples of new ways of engaging patients from the US and UK
  • Work with the NIHR in UK
  • Future directions
  • 12:20 Networking Lunch

    13:20 Getting the Science and Marketing to Mix in Clinical Trial Design to Give a Clear Solution

    Steve  Jadhav

    Steve Jadhav, Associate Brand Director (Europe) , Astellas Pharma Europe Ltd

  • Optimising trials to achieve clinical and commercial objectives
  • The hazards of getting it wrong
  • The benefits of getting it right
  • How and where to publish your results
  • 14:00 Cooperation Between Different Parties in Early Development Studies

    Peter van der Ark

    Peter van der Ark, Clinical Research Manager, Johnson & Johnson Pharmaceutical

  • Background
  • Complex trial designs and data structures
  • Co-operation as a solution
  • How to get the patient into the study
  • Legal problems
  • Case study: Early development CNS/rheumatology recruitment
  • 14:40 Afternoon Tea

    15:10 Overcoming Barriers to Paediatric Recruitment and Retention

    Jane Lamprill

    Jane Lamprill, Paediatric Research Consultant, Paediatric Research Consultancy

  • EU paediatric regulation - no paediatric plan - no MAA!
  • Paediatric protocol considerations
  • Effective communication with parents and children
  • Paediatric patient recruitment strategies
  • Examples of best practice
  • 15:50 Interactive Panel Discussion

    Open discussion moderated by John Needham

    John Needham

    John Needham, Executive Director and Global Head, Patient Enrolment Strategy, Kendle International

    16:30 Chairman’s Closing Remarks and Close of Conference



    Patient Recruitment & Retention – Strategies to Tactics

    Patient Recruitment & Retention – Strategies to Tactics

    Crowne Plaza Hotel - St James
    23rd March 2010
    London, United Kingdom

    Crowne Plaza Hotel - St James

    Buckingham Gate 45/51
    London SW1E 6AF
    United Kingdom

    Crowne Plaza Hotel - St James



    speaker image






    CPD stands for Continuing Professional Development’. It is essentially a philosophy, which maintains that in order to be effective, learning should be organised and structured. The most common definition is:

    ‘A commitment to structured skills and knowledge enhancement for Personal or Professional competence’

    CPD is a common requirement of individual membership with professional bodies and Institutes. Increasingly, employers also expect their staff to undertake regular CPD activities.

    Undertaken over a period of time, CPD ensures that educational qualifications do not become obsolete, and allows for best practice and professional standards to be upheld.

    CPD can be undertaken through a variety of learning activities including instructor led training courses, seminars and conferences, e:learning modules or structured reading.


    There are approximately 470 institutes in the UK across all industry sectors, with a collective membership of circa 4 million professionals, and they all expect their members to undertake CPD.

    For some institutes undertaking CPD is mandatory e.g. accountancy and law, and linked to a licence to practice, for others it’s obligatory. By ensuring that their members undertake CPD, the professional bodies seek to ensure that professional standards, legislative awareness and ethical practices are maintained.

    CPD Schemes often run over the period of a year and the institutes generally provide online tools for their members to record and reflect on their CPD activities.


    Professional bodies and Institutes CPD schemes are either structured as ‘Input’ or ‘Output’ based.

    ‘Input’ based schemes list a precise number of CPD hours that individuals must achieve within a given time period. These schemes can also use different ‘currencies’ such as points, merits, units or credits, where an individual must accumulate the number required. These currencies are usually based on time i.e. 1 CPD point = 1 hour of learning.

    ‘Output’ based schemes are learner centred. They require individuals to set learning goals that align to professional competencies, or personal development objectives. These schemes also list different ways to achieve the learning goals e.g. training courses, seminars or e:learning, which enables an individual to complete their CPD through their preferred mode of learning.

    The majority of Input and Output based schemes actively encourage individuals to seek appropriate CPD activities independently.

    As a formal provider of CPD certified activities, SMI Group can provide an indication of the learning benefit gained and the typical completion. However, it is ultimately the responsibility of the delegate to evaluate their learning, and record it correctly in line with their professional body’s or employers requirements.


    Increasingly, international and emerging markets are ‘professionalising’ their workforces and looking to the UK to benchmark educational standards. The undertaking of CPD is now increasingly expected of any individual employed within today’s global marketplace.

    CPD Certificates

    We can provide a certificate for all our accredited events. To request a CPD certificate for a conference , workshop, master classes you have attended please email events@smi-online.co.uk

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