1. Transforming Compliance Training to Ensure Knowledge Retention through Blended Learning
Modules and Influential Curriculum Delivery while Implementing an Effective Global Training
Program that Instills the Importance of Compliance and Ethics across an Organization
500 N. DEARBORN STREET, SUITE 500 CHICAGO, IL 60654 (P) 312.822.8100 (F) 312.602.3834 www.q1productions.com
DISTINGUISHED PRESENTERS INCLUDE:
LIFE SCIENCE COMPLIANCE TRAINING
MAY 2-3, 2016 | PHILADELPHIA, PA
SHERATON PHILADELPHIA UNIVERSITY CITY HOTEL
CONFERENCE SPONSORS:
Brigette Wilds
Senior Director, Global Compliance,
Policy, Training & Auditing
SMITH & NEPHEW
John Sheehan
Associate Director Global Transparency
Change Management Operations
BRISTOL-MYERS SQUIBB
Liz Anderson Kline
Senior Compliance Training
Analyst
STRYKER
Brian Miller
Director of Compliance & Ethics
Training
OTSUKA
Susy Cardoso
Director of the Office of Ethics &
Compliance
BOEHRINGER INGELHEIM
Sheri Winter
Director of Client Development
CAVEO LEARNING
Carrie Ashcom
Director, Global Compliance Monitoring
ZIMMERBIOMET
Elena Marren
Performance Consultant, Research &
Development
GSK
Jesse C. Edwards, CIPP, PMP
Director, Privacy Project Management
PHILIPS HEALTHCARE
Rachel Batykefer
Director, Compliance
TEVA PHARMACEUTICALS
Irene Silveus
Instructional Design Professional
JOHNSON & JOHNSON
Dan O’Connor
Senior Vice President
NXLEVEL SOLUTIONS
Marc Adler
Principal, Compliance Consulting
IMS HEALTH
Brigid Massaro
Director, Compliance – Americas
GE HEALTHCARE
Kimberly Patton
Director, Compliance Training & Systems
STRYKER
Francisco Rivas
Former Compliance Officer
AMERICAN MEDICAL SYSTEMS, LLC
Joyce Dixon
Manager, Training Compliance
WEST-WARD PHARMACEUTICALS
Sharon L. Post
Vice President, Corporate Compliance
B. BRAUN MEDICAL INC.
Che Hembry
Executive Director of Compliance
HILL-ROM
Derek Lundsten
CEO
SCRIMMAGE
by NXLevel Solutions

2. 7:00 REGISTRATION & MORNING COFFEE
7:50 CHAIRPERSON’S OPENING REMARKS
Sheri Winter, Director of Client Development, CAVEO LEARNING
8:00 APPROACHES FOR INSTILLING ACCOUNTABILITY AND THE
IMPORTANCE OF COMPLIANCE TRAINING
A strong sense of leadership in a life science organization is of critical impor-
tance in corporate compliance, and instilling a compliance-focused tone at the
top, one in which executives show ethical behavior at all times, is paramount
to compliance training. There are many factors that may influence how execu-
tives view compliance training; however, it is crucial to instill importance into
executives when training, showing cause and effect examples of non-compli-
ance. Techniques and approaches to imparting the significance of compliance
training vary from organization to organization; while there is no perfect way of
portraying severity, a combination of best practices may be the most beneficial.
• Incentivizing employees for compliance-related behavior
• Tying training mishaps to paychecks and bonuses
• Convincing senior management of the importance of training
• Developing a performance management program for non-compliance
Sharon L. Post, VP, Corporate Compliance, B. BRAUN MEDICAL INC.
8:45 SYNERGIES BETWEEN THE CHARACTERISTICS OF AN EFFECTIVE
COMPLIANCE PROGRAM & EFFECTIVE TRAINING DESIGN STRATEGIES
Compliance trainers oftentimes wonder why an audience may not connect with
the training delivered or why demonstrating the positive impact of training on
performance can be difficult. This session will explore ways compliance execu-
tives can design training that feels relevant to targeted learners by refocusing
on Robert Gagne’s steps of instruction, and comparing and contrasting these
with the Federal Sentencing Guidelines Characteristics of an Effective Compli-
ance Program.
• Utilizing Gagne’s steps within instructional modalities (F2F as well as virtual)
• Reinforcing compliance program elements through training activities
Elena Marren, Performance Consultant, Research & Development, GSK
9:30 COFFEE AND NETWORKING BREAK
10:00 PANEL: BENEFITS OF UTILIZING SCENARIO-BASED
TRAINING IN COMPLIANCE
To increase retention rates and emphasize the importance of training, compli-
ance teams must look beyond eLearning and read and response instruction
when developing compliance training curriculum and delivery. Scenario-based
training allows executives to learn lessons in practical situations while making
mistakes in a non-consequential environment simulating real-world experienc-
es. A study illustrating examples of effective scenario-based training including
improved efficiency, company success, and increased engagement of employ-
ees will give training executives new tactics with which to instruct teams.
• Application of compliance principles in day-to-day tasks
• Scenarios that provide realistic decision-making opportunities
• Recognizing learning objectives and alternative outcomes
• Methods for clarifying correct responses from trainees
MODERATOR: Dan O’Connor, Senior Vice President, NXLEVEL SOLUTIONS
PANELISTS:
Brian Miller, Director of Compliance & Ethics Training, OTSUKA
Brigette Wilds, Senior Director, Global Compliance, Policy, Training & Auditing
SMITH & NEPHEW
10:45 ADULT LEARNING TECHNIQUES: NECESSARY CONSIDERATIONS
FOR COMPLIANCE TRAINING
When looking at compliance training at life science organizations, it is crucial
to understand how adults learn best in order for training to be as effective as
possible. Adopting theories of adult education that are based on valuing pri-
or learned knowledge and experience along with differences in various learn-
ing styles, trainers can maximize training sessions by incorporating specific
adult-learning methodologies into teaching strategies. Developing compliance
training that appeals to different learning styles will ultimately assist compli-
ance training executives in providing effective training to employees.
• Leveraging experience in scenario-based lessons
• Allowing learners to take control of the learning process
• Encouraging self-evaluation as a form of assessment
• Allowing time for and inciting active participation
Derek Lundsten, CEO, SCRIMMAGE
11:30 EMPLOYING SHORT-BURST LEARNING METHODS TO INCREASE
RETENTION OF COMPLIANCE TRAINING
As employees are frequently flooded with required compliance training, finding
effective, impactful and engaging ways to educate and communicate a curricu-
lum becomes difficult for compliance trainers. Short burst learning is a method
of delivering compliance training material that is interactive and quick, provid-
ing many benefits to trainers such as the ability to cover many risk topics, to
raise awareness, reduce classroom training, and to train on-the-go employees.
The utilization of short burst training to supplement longer eLearning or class-
room training while continuously emphasizing key risk areas proves to increase
knowledge retention and reduce the occurrences of compliance related issues.
• Ascertaining ideal topics for short burst training
• Developing training for topics that require urgency
• Reinforcing awareness of compliance related issues
Irene Silveus, Instructional Design Professional, JOHNSON & JOHNSON
LIFE SCIENCE COMPLIANCE TRAINING
DAY ONE | MONDAY, MAY 2
12:15 LUNCHEON FOR ALL SPONSORS, SPEAKERS AND ATTENDEES
1:15 EFFECTS OF ENTERTAINMENT-EDUCATION ON ETHICAL
DECISION-MAKING AND SPEAKING UP
Entertainment-Education (EE) is a novel approach to increase awareness of
compliance and ethics (C&E) issues while influencing behaviors such as speak-
ing up when an issue is identified. In this session, recent research in this ex-
citing field will be reviewed along with experiences in developing EE videos for
compliance training. Attendees will have the opportunity to view clips from an
EE video series designed to increase awareness of pharmaceutical sales and
marketing compliance issues and change attitudes towards speaking up.
Brian Miller, Director of Compliance & Ethics Training
OTSUKA
2:00 ACHIEVING A BALANCE IN BLENDED LEARNING FOR
COMPLIANCE TRAINING
The ultimate goal of compliance training within the life science industry is to
affect the behavior of employees in order to ensure that organizations main-
tain complete compliance. There are many factors that need to be taken into
consideration when assessing the ideal training methodology for various com-
pliance-related topics, such as audience, learning objectives, time constraints,
geographical limitations, as well as expected retention rates. An examination of
the aforementioned factors and the possible impact on training methodologies
will assist compliance training executives in choosing the ideal means by which
to train employees on various regulations and company policies.
• Determining training goals and learning objectives for lessons
• Training new employees, seasoned employees, upper management
• eLearning vs in-classroom training: methods for guaranteed retention
• Case study examples of blended learning methods
Francisco Rivas, Former Compliance Officer
AMERICAN MEDICAL SYSTEMS, LLC
2:45 COFFEE AND NETWORKING BREAK
3:15 EFFECTIVE VIRTUAL COMPLIANCE TRAINING FOR TODAY’S
WORKPLACE
In today’s workplace, it is vital for companies to adopt the most efficient,
cost-effective training tools to address the training needs of employees across
multiple locations. While live training sessions are generally considered the
most effective training format, they are usually the most expensive as well. This
session will outline tips and tricks for efficient, cost-effective live virtual training
sessions that can be used to effectively drive engagement, enhance retention,
and support learner satisfaction.
• Designing engaging and effective virtual training programs
• Creating a training curriculum for virtual format
• Incorporating available tools to ensure positive outcomes
Kimberly Patton, Director, Compliance Training and Systems, STRYKER
Liz Anderson Kline, Senior Compliance Training Analyst, STRYKER
4:00 OVERCOMING CHALLENGES IN GLOBAL COMPLIANCE TRAINING
As life science organizations expand and operate globally, maintaining com-
pliance training on an international scale proves to be challenging due to geo-
graphic, language and cultural barriers. Concerns that arise when delivering
global compliance training include difficulties in identifying training targets,
delivering training to those targets, consistently staying abreast of changing
global regulations, and the lower retention rates from distance learning. Com-
pliance executives must also consider the cultural and language differences
when training international employees, prompting the development of culturally
sensitive and relevant curriculum. Through utilization of a supportive LMS sys-
tem and empowerment of local management teams to champion compliance
training, life science companies can ensure ongoing adherence to global regu-
lations and company policies.
• Addressing challenges of delivering content to global population
- Employees
- Distributors
- Agents
- Vendors
- Suppliers
• Methods for empowering management on a global scale
• Assessing the impact of international training
• “Just in time” curriculum for global compliance training
Brigette Wilds, Senior Director, Global Compliance, Policy, Training & Auditing
SMITH & NEPHEW
4:45 IMPLEMENTING AND MAINTAINING CIA COMPLIANCE TRAINING
REQUIREMENTS
• Identifying the initial and ongoing Covered Persons population
• Recognizing and training external parties in a timely manner
• Methods for accountability to ensure training is completed
• Implementing applicable CIA training requirements to acquisitions
• Considerations when transitioning a compliance training program post CIA
Che Hembry, Executive Director of Compliance
HILL-ROM
5:30 CLOSING REMARKS & CONCLUSION OF DAY ONE
500 N. DEARBORN STREET, SUITE 500 CHICAGO, IL 60654 (P) 312.822.8100 (F) 312.602.3834 www.q1productions.com

3. 7:30 REGISTRATION & MORNING COFFEE
7:50 CHAIRPERSON’S OPENING REMARKS
Marc Adler, Principal, Compliance Consulting, IMS HEALTH
8:00 DEVELOPING EFFECTIVE TRAINING FOR SUNSHINE ACT REPORTING
An ongoing challenge in compliance relates to ineffective training for those who
handle HCP transactions and increasing company-wide awareness and commit-
ment to the criticality of data accuracy in aggregate spend reporting. Executives
who incur transactions and spend need to be trained in the accurate and timely
recording of information in order to streamline the reporting process for compli-
ance and transparency teams. Developing effective training for sales reps, clini-
cal and R&D executives will reduce the potential of HCP disputes and decrease
the amount of time and resources dedicated to tracking down incorrect data.
• Identifying departments that require compliance training
• Working with sales leadership to educate personnel
• Training employees on the CMS portal to certify accurate data entry
• How and what to report: ensuring sales rep comprehension
• Creating easily adaptable training systems and processes
John Sheehan, Associate Director, Global Transparency Change Mgmt Operations
BRISTOL-MYERS SQUIBB
8:45 SOCIAL MEDIA COMPLIANCE TRAINING STRATEGIES: EFFECTIVE
DEVELOPMENT AND IMPLEMENTATION
As the use of social media within the life sciences becomes more prevalent,
companies must develop and adopt compliance policies surrounding the appro-
priate use of social media platforms in order to protect companies. While social
media provides opportunities to enhance brand reputation, improve customer
service, and gain competitive insights, the lack of defined corporate policies,
auditing and monitoring strategies, as well as disciplinary policies surrounding
social media misuse are concerns for compliance executives. An examination of
the development and implementation of an effective social media compliance
policy will aid compliance executives with instituting corporate policies based
on the ever-changing social media landscape.
DEVELOPMENT OF A SOCIAL MEDIA COMPLIANCE TRAINING POLICY
• Establishing guidelines for official and personal uses of social media
• Identifying behavior constituting misconduct, or breaches of confidentiality
• Instituting controls, regular reviews, and monitoring of social media sites
TRAINING LIFE SCIENCE EMPLOYEES TO COMPLY WITH SOCIAL MEDIA
GUIDELINES
• Identifying employees required to take part in social media training
• Ascertaining the best time frame for executing compliance training
• Developing a communication program for a social media policy
• Effective explanation of violations and consequences for non-compliance
Francisco Rivas, Former Compliance Officer
AMERICAN MEDICAL SYSTEMS
Susy Cardoso, DirectoroftheOfficeofEthics &Compliance
BOEHRINGER INGELHEIM
9:30 COFFEE AND NETWORKING BREAK
10:00 IMPLEMENTING A ROLE/RISK-BASED ASSIGNMENT APPROACH
TO COMPLIANCE TRAINING
Many organizations struggle to assign relevant training to its employees while
trying to ensure risk is mitigated while not overloading the individual employee.
Implementing a risk/role based approach to assignments provides assurance
you are not exposing your company to undue risk without overtraining.
• Defining your risk
• Review methodology for implementing this approach
• Hear about how Teva Pharmaceuticals implemented this approach
Rachel Batykefer, Director, Compliance
TEVA PHARMACEUTICALS
10:45 DEVELOPING PRIVACY TRAINING PROGRAMS TO ENSURE
COMPLIANCE
Life science companies employ thousands of individuals, many internationally,
who have access to personal or sensitive data that must remain private. An
ongoing strategy is needed to guide the development of effective privacy train-
ing to create awareness, to instruct and change behavior when necessary, and
to ensure company-wide compliance. A successful training strategy is based
on needs identification and establishing the most effective employee contact
points. Identifying a methodology for developing a privacy training program will
aid compliance executives in effectively safeguarding personal and sensitive
data across an organization.
• Development of comprehensive training programs
• Providing a thorough and clear understanding of privacy
• Proactive training and re-training opportunities, as well as role-based training
Jesse C. Edwards, CIPP, PMP, Director, Privacy Project Management
PHILIPS HEALTHCARE
11:30 ONGOING IMPROVEMENT OF COMPLIANCE TRAINING THROUGH
MONITORING OF EFFECTIVENESS
The periodic evaluation of compliance training ensures meaningful and rele-
vant training material is taught in an effective manner. Evaluating the effective-
ness of compliance training ultimately results in increased knowledge retention
by employees, improved job performance, and decreased non-compliance.
Identifying periodic ways to test and measure knowledge retention is one way to
monitor training effectiveness that allows compliance trainers to pinpoint when
training practices need improvement or employees need retraining.
• Determining timeframes for evaluating training methods
• Assessing when compliance training policies need alterations
• Case study example of measuring training effectiveness
Carrie Ashcom, Director, Global Compliance Monitoring
ZIMMER BIOMET
12:15 LUNCHEON FOR ALL SPONSORS, SPEAKERS AND ATTENDEES
1:15 PANEL DISCUSSION: EFFECTIVE METHODS FOR MEASURING
KNOWLEDGE RETENTION
A key concern for life science compliance training executives is the develop-
ment of methods for the accurate measurement of knowledge retention. Com-
monly used tactics for assessing retention include exams at the end of eLearn-
ing modules or tests delivered by the instructor during classroom training. While
these assessments are useful, compliance training teams strive to find other
effective methods for gaging knowledge retention.
• Best timeframes for testing knowledge retention
• Innovative approaches for evaluating retention
• Measuring the long-term success of compliance training
MODERATOR:
Carrie Ashcom, Director, Global Compliance Monitoring
ZIMMERBIOMET
PANELISTS:
Joyce Dixon, Manager, Training Compliance
WEST-WARD PHARMACEUTICALS
Sharon L. Post, Vice President, Corporate Compliance
B. BRAUN MEDICAL INC.
2:00 APPROACHES FOR COMPLIANCE TRAINING FOR THIRD PARTIES
Life Sciences companies rely heavily on distributors and other third parties in
their operations around the world. Conducting compliance training to third par-
ties is an important component of a program to mitigate the compliance risks
with these relationships. This session will address some of the challenges in
and approaches to developing a third party compliance training program.
• Determining delivery mechanisms that meet the content and language needs
of a global and geographically dispersed audience
• Identifying and risk-assessing relevant training populations
• Designing training that is relevant and engaging
• Determining the frequency of training
• Tracking training completion and measuring effectiveness
Brigid Massaro, Director, Compliance – Americas
GE HEALTHCARE
2:45 CLOSING REMARKS & CONFERENCE CONCLUSION
LIFE SCIENCE COMPLIANCE TRAINING
DAY TWO | TUESDAY, MAY 3
500 N. DEARBORN STREET, SUITE 500 CHICAGO, IL 60654 (P) 312.822.8100 (F) 312.602.3834 www.q1productions.com
The premise of the contest is to create an enhanced opportunity for attend­ees
to visit each exhibitor space and get hands on with the latest learning tactics
and technologies supporting compliance training. Attend­ees will receive a pass-
port card with the participating sponsor logos. Attendees will need to visit 5
exhibitors and get their passport stamped at each booth. Once stamps have
been received, passports can then be deposited into a box located at the regis-
tration desk. The prize drawings will take place after lunch on Tuesday, May 3rd.
Attendees must be present to win the prizes.
PASSPORT CONTEST:

4. Why Participate in this Meeting?
Workshops & Interactivity
Return on Investment:
www.q1productions.com
• Unmatched setting to connect with leading sales
training professionals
• Enjoy hours of ample networking and knowledge
building with leading innovators
• Uncover leading academia techniques in curriculum
development
• High-level interactive discussions surrounding key
challenges from healthcare economics to developing
leadership and linking performance to ROI
The benefits of attending this program will far outweigh the cost. Attendees leave with IMMEDIATE takeaways and solu-
tions to current issues. New ideas, reinforced educational platforms and extensive networking opportunities will make
up for any time spent out of the office.
UNPARALLELED NETWORKING
The program provides a matchless
venue for industry peers to gather,
exchange ideas and connect. Multi-
ple networking opportunities will take
place throughout the course of the
two-day meeting.
OPEN DIALOGUE & GROUP SHARE
Each presentation is followed by 15-20
minutes of open dialogue for questions
and exchange of best practices. All
attendees are encouraged to become
an active part of the conversation.
2015 ATTENDEES
More than 200 attendees participat-
ed in the 2015 Medical Device Sales
Training & Development events.
200+
NO SALES PITCHES
Sales presentations from outside con-
sultants are prohibited to ensure con-
ference content and focus remains
strictly educational.
MEDICAL DEVICE & DIAGNOSTIC
SALES TRAINING & DEVELOPMENT
SEPTEMBER 19-20, 2016 | SAN DIEGO, CA
9TH SEMI-ANNUAL
The 2016 program will feature interactive and hands on
workshops for heightened exchange of practical ideas
and best practices. Workshop sessions include:
• Group teams: Learning technology scavenger hunt to
explore new learning technologies on the market
• Capitalizing on adult learning concepts in curriculum
development & design
• Curriculum design to ensure meaningful & effective
learning objectives are met
• Navigating hospital committees and negotiations
• Maximizing resources to achieve training goals
• Facilitated exchange groups to discuss relevant
challenges in small group settings
UPCOMING EVENT: