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Thank you very much for your interest in the TMF Institute!

We’d like to thank our instructor, educational underwriters, partners and attendees for being part of our 2018 event. The information you currently see on the website is from our 2018 event, but we are already at work on 2019’s courses, so keep watching this space for updates.

To inquire about becoming an instructor, please contact Brian Anderson at or 212-400-6232.

To inquire about becoming an educational underwriter, please contact Andrew Sinetar at or 212-400-6237.

To inquire about becoming an event/media/association partner, please contact Camille Venturina at or 917-258-5158.

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Over the past few years, the work of a TMF professional had grown more and more complex for a variety of reasons (e.g., increasing regulation, emerging technologies, eTMF, growth of CROs in the marketplace). It is safe to say that this trend is expected to continue if not accelerate due to globalization, the advent of using eTMF for oversight, and so forth.

ExL is proud to announce the launch of the TMF Institute — a landmark professional development program for TMF professionals. The instruction provided of each course will offer comprehensive education and training for participants return to work with the savvy, knowledge and skill sets they need to thrive at work.

Each of the courses of the TMF Institute will provide information tailored for a specialized job function, or that relates to a particular theme. This summer, TMF professionals may select one of the two-day long courses that are offered each day.

July 11, 2018, 9:00am – 5:00pm (choose one course)

  • TMF Foundations: Understand the Fundamentals and Challenges of the TMF, and the Regulations and Guidelines That Govern It
  • TMF Leadership: Steward Continuous Improvement Through Oversight and a Shared Culture of Quality With Internal and External Allies

July 12, 2018, 9:00am – 5:00pm (choose one course)

  • TMF Operations: Streamline Processes That Promote Inspection Readiness Throughout the Study Life Cycle
  • Electronic Records Management: Improve GCP for All Document Archiving and Records Management

Leading International Expert Speakers


"The institutes not only provided good content, but also facilitated effective collaboration in the class."

— Perry Steinberg
General Manager

"ExL does a great job managing these conferences. They provide a focus on an important part of the clinical research that doesn’t always get top billing."

— Kate Santoro
CTM, Clinical Systems, Documentation

"The TMF Institute is a great forum for those looking to increase their TMF knowledge and learn from more about the landscape of the industry with their peers."

— Liz Farrell
Senior Manager, TMF Process

"Fantastic opportunity to engage with fellow TMF community members to share success and challenges."

— Krista Serratore
Team Lead, Documents Manager

"Excellent course with outstanding speakers and content."

— Cynthia Hector
Senior Field Engineer

"ExL is an excellent event organizer and have great TMF programs. I would strongly recommend to friends and co-workers!"

— Kathy Doan-Walker

"Just when you think you have a handle on the TMF, something changes! Theses courses are a great place to level-set and collaborate with TMF professionals. Great opportunity to hear others, help others, and come together to discuss a very specialized field."

— Laura Hatcher
eTMF Manager

2018 Educational Underwriters

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