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2018 Cayuse Round-Up

Annual Customer Conference in Portland, Oregon | September 16th-18th









The Cayuse Round-Up provides the perfect forum for you to connect, collaborate and learn best practices that you can put to use right away.

  • 5 Tracks with 52 Sessions
  • Downtown Portland on the Waterfront
  • Wonderful Accommodations

Book Your Hotel

A special room rate of $179 per night has been negotiated for Cayuse Round-Up attendees at the AC Marriott, just 1 block from the conference location at The World Trade Center in Portland, Oregon.

PLEASE NOTE: The cutoff for this group block is August 15, 2018 (subject to availability)

2018 Cayuse Round-Up Preliminary Agenda


Sunday, September 16, 2018
Welcome Reception, Sky Bridge Terrace 6:00 pm to 9:00 pm
Best Practices Product Professional Development Product and Partner Overviews Cayuse Corral
Monday, September 17, 2018
Opening Session: Welcome
Making the most out of your SP Data Connect Reports Workspace and Assist: Why do I need Cayuse 424? Research Office Dynamics: How to collaborate rather than clash Demo: Cayuse 424 Talk to the Experts: Jason Porter and Alex Cuhna
Cayuse Research Suite: Tips, Tricks, and Best Practices SP Workflow Events: Making the most out of Workflow Successful Change Management Techniques: Preparing your staff, not just the campus Reducing Burden: Leveraging Cayuse Data and other Research Systems / Bad Rabbit Talk to the Experts: Stef Friesen and Jennifer Vernacotola
SP and IRB Congruency Checks: Why they are so important The Case for Smart Forms and Checklists During IRB Review: Best practices to avoid oversight The Bob Ross Method of Research Administration Demo: Cayuse SP Talk to the Experts: Matty Gilreath
Enforcing institutional proposal deadlines before submission Cayuse Analytics: What to do with all that data The Science of Leadership Demo: Cayuse COI Talk to the Experts: Matt McLellan and Jim Wrenn
How to use Smart Forms for multi-site Reliance Agreements in IRB Real-time Feedback: Cayuse SP and 424 Navigating and evaluating the institutional buying process Demo: Cayuse Grant Management Talk to the Experts: Kelly Morgan and Bethany Northquist
University of New Mexico’s Integrated Cayuse Pre-Award & Banner Post-Award Data Portal Real-time Feedback: Cayuse IRB and IACUC Life lessons in persuasion and positive thinking for the Research Administrator Demo: Cayuse Effort Talk to the Experts: Chris Harker and Jeff Colley
Tuesday, September 18, 2018
Best Practices Product Career Development Product and Partner Overviews Cayuse Corral
Best Practices: Attain Pivot: Find Your Opportunity

Humble Inquiry: The gentle art of asking rather than telling

Demo: Cayuse Finance Talk to the Experts: Carlos West and Matt Hunter
Internal Funding Proposal Management Cayuse SP Retrospective: I Want What I Want, What I Really, Really Want

Training Adult Learners

Demo: Cayuse IRB Talk to the Experts:  Bess Jensen
Cayuse IRB and CITI Integration Smart Forms in IRB, IACUC, and COI: Progressive Logic, Study Types, and Templates

Don’t Stop Asking “The Whys”: continuous process improvement

Demo: Cayuse IACUC Talk to the Experts: Carrie Yakura
Cayuse Research Suite: Building an eRA Ecosystem User Experience Design: Why it really matters

Federal Regulation Fatigue: How do deal with it?

Partner: Attain Talk to the Experts: Desiree Gregory and Annie Tessar
Closing Session: Product Roadmap