Name
Clinical Trial Portfolio Management: Tools, Dashboards, and Strategic Execution
Date & Time
Tuesday, October 21, 2025, 1:00 PM - 2:00 PM
Track
Clinical Operations
Description
Effective portfolio management is essential for ensuring that clinical trials are delivered on time, within budget, and aligned with strategic goals. This session will explore best practices in clinical trial portfolio management, focusing on how to analyze and present data in ways that drive decision-making. Attendees will learn how to implement tools such as dashboards, principal investigator scorecards, performance metrics, and financial oversight systems to gain visibility, manage risk, and optimize resource allocation across their study portfolio.
Learning Objectives:
- Identify key components and best practices for strategic clinical trial portfolio management.
- Explore how dashboards, PI scoreboards, and performance metrics can enhance transparency and accountability.
- Understand how to apply data-driven tools for effective financial oversight and portfolio-level reporting.
Speakers
Kate Trigg - Clinical Research Supervisor - UC Davis Health
Milijana (Mili) Ugrenovic Petrovic - Director, Clinical Research Operations - Moffitt Cancer Center
Milijana (Mili) Ugrenovic Petrovic - Director, Clinical Research Operations - Moffitt Cancer Center

