Attain Partners is a leading management, technology, and compliance consulting firm delivering services and solutions to advance client missions across the education, nonprofit, healthcare, and state and local government landscapes. We&rsquo;re an innovative and values-driven firm working to disrupt the status quo to change the world and improve the lives of those we serve.&nbsp;
At Attain Partners, we&rsquo;re not just powering the future&mdash;we&rsquo;re empowering it. <a href="https://attainpartners.com/contact/">Ready to get started?</a>
Engage with us during Connect by Cayuse. NETWORKING EVENT Building the Next Generation of Research Administrators September 20 - 1:40 pm - 2:10 pm PT FEATURED SESSION <a href="https://connect2023.cayuse.com/session/212929">Fear of the Unknown: How Change Management Program Can Save Your Project</a> September 21 - 10:20 am - 11:00 am PT

Attain Partners - Gold Sponsor

InfoReady is a SaaS platform solving workflow challenges associated with promoting application opportunities, processing applications, routing and review processes, and sharing results for higher education, corporations and other organizations. Our software is simple to configure (no IT support needed), easy to use and provides insights to enhance outcomes. InfoReady is used across campuses of universities and colleges to manage the competitions around limited submission grants, internal and seed funding, pilot grants, prizes, fellowships, scholarships, administrative approvals, awards, nominations and much more.

InfoReady - Silver Sponsor

Discover the Cayuse Platform Explore our demo below to see the comprehensive capabilities of the Cayuse Platform. Whether you're a current user or evaluating our solution, the video offers an in-depth look at how our integrated suite of tools can streamline your entire research lifecycle. See how the Cayuse Platform can enhance your research administration, improve compliance, and drive overall efficiency across your organization.

Cayuse Platform

Discover Cayuse Proposals (S2S) in Action Get an in-depth look at Cayuse Proposals (S2S) with our pre-recorded demos, designed for both current and prospective users. These videos will walk you through the powerful features of our system, showing how it simplifies the submission process and enhances proposal management. Experience firsthand how Cayuse Proposals (S2S) can streamline your grant submissions and improve efficiency across your research endeavors.

Proposals (S2S)

Explore the Power of Cayuse Sponsored Projects Dive into our demos showcasing the full capabilities of Cayuse Sponsored Projects. Whether you're a current user or considering our solution, these videos provide a comprehensive look at how our platform can streamline research administration and enhance efficiency. Don&rsquo;t miss this opportunity to see how Cayuse can transform your research management and compliance efforts.

Analytics

Unlock the Potential of Cayuse Fund Manager Explore our demos to see Cayuse Fund Manager in action. These videos are perfect for both current users and those considering our solution, offering a detailed view of how our platform can optimize your fund management processes. Discover how Cayuse Fund Manager can enhance visibility, streamline financial tracking, and improve the overall management of your research funds.

Fund Manager

Enhance Compliance with Cayuse Outside Interests Dive into our demos to discover how Cayuse Outside Interests can simplify managing and disclosing conflicts of interest. Designed for both current and prospective users, these videos showcase the platform's features for tracking and reporting potential conflicts. See how Cayuse Outside Interests can help ensure compliance and maintain transparency in your research activities.

Outside Interests

Streamline Your IRB Review with Cayuse Human Ethics Watch our demos to experience the capabilities of Cayuse Human Ethics firsthand. These videos are tailored for current and potential users, providing a clear view of how our platform simplifies the ethics review process. Learn how Cayuse Human Ethics can help you manage submissions, track progress, and ensure compliance with ease.

Human Ethics

Optimize Your Animal Oversight with Cayuse Explore our demos to see how Cayuse Animal Oversight can transform your research management. These videos are designed for both current and prospective users, showcasing how our platform simplifies the oversight of animal-related research activities. Discover how Cayuse Animal Oversight ensures compliance, enhances tracking, and streamlines reporting.

Animal Oversight

Enhance Safety with Cayuse Hazard Safety View our demos to learn how Cayuse Hazard Safety can improve your safety management processes. Perfect for current and potential users, these videos highlight the platform&rsquo;s features for managing and mitigating hazards in your research environment. See how Cayuse Hazard Safety can help you maintain a safer and more compliant workspace.

Hazard Safety

Efficiently Manage Vivarium Operations with Cayuse Check out our demos to discover the power of Cayuse Vivarium Operations. These videos provide an in-depth look at how our platform helps streamline the management of vivarium facilities. Whether you&rsquo;re a current user or exploring options, see how Cayuse Vivarium Operations can optimize your facility&rsquo;s operations and ensure effective resource management.

Vivarium Operations 

Streamline Vet Care with Cayuse Dive into our demos to see how Cayuse Vet Care enhances the management of veterinary services within your research. Designed for current and prospective users, these videos showcase how our platform supports efficient tracking, compliance, and reporting for animal care. Discover how Cayuse Vet Care can help you maintain high standards of animal welfare and streamline your veterinary operations.

Vet Care

Efficiently Manage Schedules with Cayuse Watch our demos to explore the scheduling capabilities of Cayuse. These videos are tailored for both current and potential users, demonstrating how our platform simplifies the creation and management of research schedules. Learn how Cayuse can help you optimize your time management, coordinate activities, and enhance overall research efficiency.

Schedules

Protect and Manage Technologies with Cayuse Inventions Explore our demos to discover how Cayuse Inventions can support your intellectual property management. Designed for current and prospective users, these videos highlight how our platform streamlines the process of tracking and protecting your innovations. See how Cayuse Inventions can help you safeguard your research outcomes and manage your intellectual property effectively.

Inventions 

Be Prepared for NSPM-33 with ThreatShield Powered by IPTalons Explore our demos to see how Cayuse ThreatShield Powered by IPTalons can enhance your research security. Designed for current and prospective users, these videos showcase how our platform and services help manage and mitigate foreign influence in research activities in accordance with NSPM-33. Discover how ThreatShield can protect your research integrity and ensure compliance with international standards.

ThreatShield

Automate Your Ethics Review Processes with Cayuse Ethics Monitor. Watch our demos to experience the capabilities of Ethics Monitor firsthand. These videos are tailored for current and potential users, providing a clear view of how our platform simplifies the ethics review process. Learn how Ethics Monitor can help you manage submissions, track progress, and ensure compliance with ease.

Ethics Monitor

Join this session to learn what makes a successful implementation from our customers at Central State University.&nbsp;
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We will discuss the essential steps taken by both Cayuse consultants and the team at Central State University, including implementation planning and building stages to keep everything on track, reviewing and updating processes and forms to fit the organization&rsquo;s needs, rolling out a new solution, and conducting retrospective reviews to plan advice for future customers.

Thomas Keller

Bobbie Bowling

The What, the Who, and the How of a Successful Implementation

Join the Cayuse team to discover how Cayuse Analytics leverages proposal and award data from Cayuse Sponsored Projects 4.0 to enable your organization to make data driven decisions. The Sponsored Projects module was developed to help streamline, track, and optimize every aspect of the proposal and award process from inception to closeout. Our centralized solution is designed to support organizations globally of all sizes and complexities, ensuring your workflow is efficient, transparent, and thorough.&nbsp;
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This session will cover the powerful features and capabilities of Sponsored Projects 4.0 and demonstrate how Cayuse Analytics can deliver valuable insights, helping you make data-driven decisions, identify trends, and improve overall research management performance.

Matthew Kingore

Leveraging Cayuse Sponsored Projects 4.0 and Analytics

&nbsp; Join our panel with Susie Sedwick, Senior Consulting Specialist at Attain Partners, and Mike Shannon, Executive VP - Government Affairs at IPTalons, for a discussion on the origins of NSPM-33 and similar regulations as well as how institutions must respond. The panel will present practical solutions for responding to new regulations and how institutional representatives may ensure compliance.
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Following our panel session, stick around to celebrate the success of your peers: - The Modernization Award honors an individual or organization for engaging in modernizing and leveraging technology across the entire research portfolio and lifecycle. - The Productivity Award celebrates an individual or organization engaging in reducing administrative burden and driving significant efficiencies in managing research processes.
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Susan Wyatt Sedwick

Catherine McGuire

Stef Friesen

Sara Sell

Mike Shannon

Managing Foreign Influence at your Organization & Customer Awards

This session will identify and describe the benefits and important differences in securing and using philanthropic gifts to support research. Hear how to secure millions in gifts to support important research from an experienced fundraiser and research administrator. We will review simple steps to foster an environment of gift-supported research at your institution, large or small. Learn how to cultivate new and existing donors and partner philanthropic funding opportunities with research priorities. We will also discuss engaging your faculty, physicians, and other staff in philanthropy, guidelines for distinguishing between gifts and grants, and practical tips to use immediately and in the long term.&nbsp;

Kevin Titus

Using Philanthropy to Support Research

Join us for an engaging session where we dive deep into our customer-first approach, featuring insights from Cayuse experts across various departments.&nbsp;
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Hear from our dedicated teams in Support, Customer Success, Cayuse Academy, and the Cayuse Community as they share how prioritizing customer needs and feedback drives innovation, enhances user experience, and fosters long-term success. Learn how Cayuse puts our customer-first approach into practice through real-world examples and best practices.&nbsp;
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This session will provide valuable insights on how you can leverage Cayuse's various support services to better assist and empower your teams. Don&rsquo;t miss this opportunity to connect with industry leaders and elevate your customer success strategies to the next level.
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This session is a repeat from Day 2.&nbsp;

April Nelson

Daneen Landis-Coover

Simon Helton

Emily Yeomans

Elevating Customer Success Through a Customer-First Approach

Just as our customers have a responsibility to provide accessible tools to their employees, Cayuse has a responsibility to deliver accessible software to our customers.&nbsp;
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This session offers a comprehensive update on our accessibility commitment and progress to date, and outlines our strategic approach to WCAG compliance, fostering an inclusive digital environment for all Cayuse users.
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This session is a repeat from Day 2.&nbsp;

Heather Ward

Accessibility Update

Whether you are a seasoned user or new to Cayuse, this session will provide valuable insights and inspiration.&nbsp;
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Join us as we dive into the world of our product training platform Cayuse Academy, explore the diverse content available, and learn how to access this valuable resource. We will provide a live demo to showcase the Academy's features and functionality, and discuss our Product Certification courses, highlighting opportunities to enhance your knowledge and skills with our products.&nbsp;
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We will also take a moment to celebrate the achievements of our dedicated learners by presenting the inaugural Cayuse Academy Trailblazers awards in recognition of outstanding educational dedication and success.

Explore, Learn, Celebrate: Your Guide to Cayuse Academy

Join us for an overview of major additions to Outside Interests - our digital COI management solution.&nbsp;
 We'll review new features including print-to-PDF disclosure forms, expanded export and import capacity, and better management for unsubmitted disclosures, and provide a look into the exciting roadmap ahead.

Jorge Alvarenga

Cayuse Outside Interests Updates and Roadmap

It is early Friday morning, and the Dean or Department Chair has requested a report on the Unit&rsquo;s research performance at the end of the day. What can you do? Your Central Office cannot provide the report ASAP.
Eureka! You are not a Data Analyst, but with Excel skills, you can do a preliminary analysis of the data Cayuse Sponsored Projects 3.9 collects on all proposal submissions and awards.&nbsp;
This presentation is geared towards Cayuse users who can leverage their basic Excel skills to create simple research performance snapshots.

Janet Wiens

Kit Boone

David Greganti

Need a Quick Research Performance Snapshot? Excel to the Rescue!

This session is designed for Intermediate or Advanced users who are familiar with the Sponsored Projects Advanced Form Builder, or who have at minimum watched the SP4.0 Advanced Form Builder Navigation video on our Cayuse Academy site <a href="https://cayuseacademy.workramp.io/training/01906059-06b3-7f58-b2f7-fa42db404449/overview" target="_blank" rel="noopener">here</a>.
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Led by Cayuse experts from Professional Services Consulting and Customer Success, this session will blend instruction with a Q&amp;A segment to address your specific questions and challenges. Gain valuable insights and practical knowledge to enhance your proficiency with the SP4.0 Advanced Form Builder to maximize the efficiency of your form-building process.
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Don&rsquo;t miss this opportunity to learn directly from our experts and optimize your use of this powerful tool.
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This session is a repeat from Day 1.&nbsp;

Matty Gilreath

Becca Valenstein

Mastering the Sponsored Projects 4.0 Advanced Form Builder

Customer Advisory Boards play an integral role in application development here at Cayuse.
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This session will highlight the contributions of our customer volunteers on our advisory boards, from refining and validating ideas that come from the product team to getting concepts to the market by adding context and real-life use cases for specific features.&nbsp;
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Attendees will leave with a better understanding of researcher-driven solution development and the importance of participating in Customer Advisory Boards.
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This session is a repeat from Day 1.&nbsp;

Sarah Josway

Nate Owen

From Feedback to Feature: The Power of Customer-Driven App Development

Enterprise knowledge retention plays a vital role in achieving our day to day tasks in the fast changing world of research administration. It takes creative strategic planning to achieve maximum efficiency without sacrificing quality within today&rsquo;s remote, hybrid, and in-person research environments.
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In this session, we will review various methods to assist with knowledge retention in modern research organizations. We will also reinforce knowledge transfer tactics where attendees can develop a &ldquo;walk through&rdquo; of the process and build a template they can tailor for their specific needs.

Heather Darling

Gina Hedberg

The Art and Science of Knowledge Transfer: Bridging the Gap for Future Success 

Every research organization has different administrative needs and requirements; that&rsquo;s why Cayuse offers several Value Added Services to ensure your teams are positioned to optimize their research solutions to the fullest.
 Join Cayuse experts to learn how our Value Added Services were designed to address customer feedback with personalized assistance, flexibility, and more. Participation is encouraged for those new to Cayuse or looking to enhance their Cayuse experience before, during, and after implementation.

Sydney Palmer

Kristina Markey

Value Added Services: Personalizing your Cayuse Experience

Join our CEO and product leaders at the Connect closing session to hear some final thoughts and the road ahead.

Agenda

Speakers.css-113lia4{margin:0;font-size:1.4rem;font-weight:500;line-height:1.5;color:#6e6e6e;font-family:'Poppins',sans-serif;margin-left:0.8rem;}58 Speakers

Randi Wasik

Daneen Landis-Coover

Matty Gilreath

Goran Trajkovski

April Nelson

Simon Helton

Jackline Nakabira

Walter Wiles

Noelle Strom

Amanda Breeden

Dan Walker

Natalie Sweet

Matthew Kingore

Matt McLellan

Sarah Josway

Nate Owen

Jeff Sanders

Andrew Stewart

Jorge Alvarenga

Chelsea Phelan

Heather Ward

Nicole Carleton

Thomas Keller

Ryan Dodd

Stef Friesen

Kathleen Halley-Octa

Angela Wilcox

Bobbie Bowling

Kevin Titus

Zolicia Abotsi

Brandon Begarly

Erica Hall

Heather Darling

Nicole Quartiero

Becca Valenstein

Sydney Palmer

Kristina Markey

Gina Hedberg

Rahul Banerjee

Emily Yeomans

Heather Loden

Mike Shannon

Susan Wyatt Sedwick

Carlos West

Kit Boone

Janet Wiens

Pamela Peralta

Jed Henson

Gigi Snively

Tracy Williams

MK Karafonda

Sara Sell

Zach Gemignani

Darlene Nawrocki