Presented by
Management Forum
Effective Technology Transfer Training Course
A practical, regulator-aligned course on pharmaceutical technology transfer, covering science- and risk-based methods, QbD, QRM, digitalization, and analytical method transfer to ensure compliant, reliable product supply.
★★★★★ "The theoretical part was interesting, but the practical excercises proposed during the course were s... more (22)"
8-9 June 2026
+ 8-9 December 2026 »
from £1299
- Format: Live online
- CPD: 12 hours for your records
- Certificate of completion
Course overview
As global operations grow more complex and outsourcing and accelerated launches become common, robust technology transfer process is essential to ensure product quality and supply continuity.
This two-day training course provides a comprehensive understanding of technology transfer, aligned with international regulatory guidelines ((FDA, EMA, MHRA, WHO, ANVISA, ICH Q7-Q12, EU GMP Annex 15, WHO TT guidance) and current industry expectations.
Participants will learn how to plan, execute, and manage technology transfer activities using science and risk-based methodologies. and how TT fits within the product lifecycle and the PQMS. It integrates current hot topics - such as digitalization (Pharma 4.0 tools), data integrity, and advanced regulatory frameworks - into the foundational principles of effective tech transfer.
Emphasis will be placed on the co-ordination between Sending and Receiving Units, addressing facility and equipment differences, and integrating Quality by Design (QbD) and Quality Risk Management( QRM) principles into transfer strategies.
Participants will also learn how to create transfer protocols, perform detailed gap analyses, use knowledge transfer practices, and regulatory-aligned documentation to ensure GMP compliance throughout.
The course includes Analytical Method Transfer and is designed to support a variety of operational models including small molecules, biologics, combination products, and outsourced manufacturing and as a result provides a practical framework for executing reliable, compliant transfers across diverse settings.
Browse our extensive selection of Life Sciences training courses for industry-leading insights into a range of topics. These include Medical Devices, IVDs, Biotech and Biopharma, Animal Health and Pharmaceutical training courses.
Benefits of attending
- Understand the lifecycle context of Tech Transfer and how it supports product development and quality systems
- Apply risk-based, science-driven principles to build transfer strategies based on data and risk assessment
- Improve cross-site collaboration and engage effectively between Sending and Receiving Units.
- Master analytical method transfer to ensure analytical methods are successfully transferred and performed at the new site
- Identify and mitigate common pitfalls through addressing issues like scale-up, equipment gaps, or knowledge loss early
- Apply regulatory expectations according to FDA, EMA, ICH, and WHO requirements
- Strengthen governance and knowledge management with the use of structured oversight and tools to manage documentation and decisions
- Learn from real-world case studies in practical sessions from successful transfer projects across product types
Who should attend
This course is designed for professionals involved in developing, transferring, or manufacturing pharmaceutical and biopharmaceutical products including:
- Technology Transfer teams or MS&T (Manufacturing Science & Technology) professionals
- Production managers and Engineers
- R&D scientists and formulators
- Quality Assurance and Quality Control managers
- Regulatory Affairs specialists
- CMC Project managers
- Analytical Development scientists
- Supply Chain and Outsourcing/CMO Management specialists
This course will cover:
Day 1: Foundations and regulatory framework
Module 1: Introduction of technology transfer
- The Role of Pharmaceutical Quality System (ICH Q10)
- Digital Tools and Pharma 4.0™ Principles
- Digital twins (virtual process models) and remote transfers
Module 2: Global regulatory expectations
- FDA, EU GMP Annex 15, WHO Technology Transfer Guidelines
- ICH Q8, ICH Q9, ICH Q10, ICH Q11 and ICH Q12
- Regional Regulatory Compliance
Module 3: Quality by design and risk management
- QTPP,CQAs and CPPs
- TT linkage to QbD
- Integration of New updates of ICH Q9 (R1)
Module 4: Planning and management of tech transfer project
- Cross-functional Tech Transfer team roles (SU vs RU)
- Gap Analysis & Due Diligence
- Project transfer milestones, Governance & Communication
Exercise 1: Design a tech transfer plan
Module 5: Transfer documentation & knowledge management
- Transfer plans, protocols, reports
- Tacit Knowledge management
- Data Integrity & Cybersecurity
Exercise 2: Create a transfer protocol
Module 6: Regulatory and GMP compliance in transfers
- Change management & PACMPs
- Regulatory Filing Strategy
- GMP controls and inspection readiness
Day 2: Execution, analytical transfer and lifecycle management
Module 7: Process execution at the receiving unit
- Engineering runs and PPQ
- Scaling strategies and comparability
- Data monitoring and continued verification
Module 8: Facility, equipment, and material adaptation
- Equipment and facility
- Utilities and Environmental considerations
- Bridging studies and utilities qualification
Module 9: Analytical method transfer (AMT)
- AMT protocol design
- Alignment with new ICH Q2 and USP <1224>
- Mitigation of OOS and lab variability
Exercise 3: Analytical method transfer protocol creation
Module 10: Training, knowledge transfer and troubleshooting
- RU training strategies and knowledge continuity
- Problem-solving and root cause analysis
Module 11: Post-transfer regulatory and lifecycle management
- Regulatory Submission for Site Change
- Post Approval Change Management Protocol (PACMP)
- Continuous verification process
Module 12: Case studies and emerging trends
Paul Palmer
Paul R Palmer Ltd
Paul R Palmer is a Director / Pharmaceutical Consultant and a practicing EU / UK Qualified Person. He has over 35 years experience in the pharmaceutical industry in the development, manufacture and supply of medicinal products and medical devices.
Throughout his career, Paul has intentionally taken on all opportunities as they arose in order to develop a broad range of knowledge with an in-depth detailed understanding of manufacturing, storage, distribution, research, computerised systems, as well as the facilities and services to support each.
People and systems have always been a core focus, how to ensure best use, optimise and enhance efficiency. He has a level of curiosity rarely displayed in people taking on the qualified person role in pharmaceutical manufacturing. Culture, behaviour and psychology are all significant influences on the systems and processes we implement, but are often ignored.
Paul studied psychology as part of his MSc in 1993 and has always enjoyed observing the world around him with a curiosity that is rarely satisfied.
NEW higher discounts for multiple bookings - bring your colleagues to make your training budget go further:
- 30% off the 2nd delegate*
- 40% off the 3rd delegate*
- 50% off the 4th delegate*
Please contact us for pricing if you are interested in booking 5 or more delegates
8-9 June 2026
Live online
09:30-17:00 UK (London) (UTC+01)
10:30-18:00 Paris (UTC+02)
04:30-12:00 New York (UTC-04)
Course code 16899
- GBP 1,299 1,499
- EUR 1,819 2,099
- USD 2,087 2,399
Until 04 May
- 2 days live online training
- Browser-based, no download usually required
- See presenters and interact with fellow attendees
- Download documentation and certification of completion
- Fair transfer and cancellation policy
Not ready to book yet?
for 7 days, no obligation
8-9 December 2026
Live online
09:30-17:00 UK (London) (UTC+00)
10:30-18:00 Paris (UTC+01)
04:30-12:00 New York (UTC-05)
Course code 16900
- GBP 1,299 1,499
- EUR 1,819 2,099
- USD 2,087 2,399
Until 03 Nov
- 2 days live online training
- Browser-based, no download usually required
- See presenters and interact with fellow attendees
- Download documentation and certification of completion
- Fair transfer and cancellation policy
Not ready to book yet?
for 7 days, no obligation
* Early booking discounts may not be combined with other discounts or offers. As such, the discounts for 2nd/3rd/4th delegates are based on the full price; and apply only when booking multiple delegates on the same date.
Reviews of IPI's Effective Technology Transfer training course
The theoretical part was interesting, but the practical excercises proposed during the course were so helpful for a better understanding, excercises challanged me to actively partecipate, and even sometime it was difficult because of my working background, I really appreciated.
Feb 3 2025
Alessia Reitano 
Senior CMC Specialist, Sintetica SA
Oct 7 2024
The training course exceeded my expectations.The course was well structured ,with a perfect balance of theory and practical applications. The speaker was knowledgeable, approachable, and provided clear detailed explanations.
Maria Galanou 
Quality Affairs for New Products Expert, Pharmathen
Jul 16 2024
Bruce had an outstanding performance as speaker! I truly recommend everyone to have the chance to exchange knowledge with Bruce.
David Miguel Soares Dias 
Regulatory Affairs Team Lead, Generis Farmacêutica S.A.
Jan 23 2024
Very good
Jeļena Gurko 
Leading Industrial Pharmacist, JSC
Oct 7 2024
I am very satisfied with the course. I came away with what I came for. [Speaker was] amazing. A person on the ground [with] very well presented material interspersed with occasional jokes.
Petra Hlouzkova 
Technical Services Supervisor, Novavax
Jul 16 2024
Yes, the webinar helped me understand the whole tech transfer from start to finish. Bruce's key elements and points were brilliant. Further, these points can easily be practised at any stage of the project.
Dhaval Pandeji 
Senior Regulatory Affairs Officer, Neon Healthacare Limited
Jul 16 2024
Mr. Davis was very helpful during the presentation, the explanations were very clear and understandable and he was always willing to answer our questions. The slides were very organized and the presentation was very clear
Paraskevi Vitoratou
Pharmaceutical and Manufacturing Technology Scientist, PharmaPath S.A.
Jul 16 2024
Mr. Davis was very helpful during the presentation, the explanations were very clear and understandable and he was always willing to answer our questions. The content was exactly what I was looking for and helped me gain more knowledge regarding my job.
Paraskevi Vitoratou
Pharmaceutical and Manufacturing Technology Scientist, PharmaPath S.A.
Jul 16 2024
Bruce has been an excellent speaker to help understand the key steps for a successful tech transfer. His expertise in the pharmaceutical industry and clear explanations made the learning experience very valuable. The continuous interaction between Bruce and the participants was excellent to dynamize the course and to expand knowledge within different industry areas.
Robert Bergé Sarroca 
Process Development Scientist, Instituto Grifols S.A.
Jan 23 2024
Bruce seemed very knowledgeable thanks to all his years working within the industry.
Andrés Bueno Venegas 
Scientific consultant, Emendo R&D
Apr 19 2023
The presentations were in a clear, understandable, well structured form
István Szabó 
Plant manager, Gedeon Richter
Oct 11 2022
The explanations of the proposed topics were very acceptable and the relation between the theoretical and practical parts was very outstanding.
Álvaro García Ramos
Head of R&D, Grupo Juste (Justesa Imagen SAU)
Apr 6 2022
It was a very useful training that fulfil my necessities about the Industry standards for the Technology transfers... Bruce is very knowledgeable and he was continuously asking the participants to provide feedback and their own experiences.
Sergio Molina Zaragoza 
Vice President Research and Development, Grifols Biologicals LLC
Jan 11 2022
The course contains a lot of brilliant insights into the issues with tech transfer process and how to effectively manage these issues with adequate planning, controls and communication.
Emir Bouleghlimat
Purolite Ltd
Jan 11 2022
A very well rounded course that formalised and expanded on a lot of knowledge/understanding that we were in the process of developing ourselves. The course contains a lot of brilliant insights into the issues with tech transfer process and how to effectively manage these issues with adequate planning, controls and communication. Overall I was very impressed with the course and Bruce, and would recommend anyone involved in a process where methods/tech are being transferred to sign up to this course.
Emir Bouleghlimat
Purolite Ltd
Jan 11 2022
Everything set in the agenda was covered. No issues with presentation, if any help required we were able to privately message Natalia. The speed at which Bruce spoke through the documents was good and I was happy there was multiple opportunities to make comments, discuss topic and conduct exercises on what we just learnt.
Amaira Umer
QA Officer, Purolite Ltd
Jan 11 2022
Bruce was very polite and interactive. The use of real-life examples, I thought was great to help apply and understand certain points.
Liam Evans
Purolite Ltd
Oct 5 2021
He [Bruce Davis] was very friendly, professional and thoughtful. He encouraged all the trainees to participate in the exercises in a very positive & constructive way.
Grace Jung 
Senior Scientist, Design Transfer, Speedx Pty Ltd
Oct 5 2021
[The speaker] was very friendly, professional and thoughtful. He encouraged all the trainees to participate in the exercises in a very positive & constructive way.
Grace Jung
Senior Scientist, Design Transfer, Speedx Pty Ltd
Nov 19 2019
The course was absolutely great and to get helpful advice from the experienced speaker was fantastic.
Ulrike Ratz 
CMC Manager, Cheplapharm Arzneimittel GmbH
May 21 2019
Good all round course covering all aspects of Tech Transfer.
Frances Morrissey
Product Specialist - Global Technical Management, Norgine Limited
May 21 2019
Really worthwhile course that I would recommend to my colleagues. I have several practical tools that will help me in my future technology transfers.
Laura Hearthward
Product Development Manager, Torbay Pharmaceuticals
United Kingdom
- Arecor Ltd
- Compass Pathways
- Dechra Limited
- EuroAPI
- Genethics Regulatory Services
- Morningside Healthcare Limited
- Mundipharma Research Ltd
- Neon Healthacare Limited
- Norgine Limited
- Norgine Ltd
- Paul R. Palmer Limited
- Purolite Ltd
- Rentschler ATMP Ltd
- Sekisui Diagnostics
- Torbay Pharmaceuticals
- Veriton pharma
Germany
- Aristo Pharma GmbH
- Bayer Consumer Care AG
- BMS
- Cheplapharm Arzneimittel GmbH
- Fresenius Kabi Deutschland GmbH
- Minaris Regenerative Medicine GmbH
Switzerland
- Bazell Pharma AG
- Celonic AG
- Ichnos Sciences
- MTPRO
- Oculis
- Sintetica SA
Denmark
- Emendo R&D
- Fujifilm Diosynth Biotechnologies
- Pharmacosmos
- Statens Serum Institut
Hungary
- Gedeon Richter
- Gedeon Richter Plc
- Xellia Gyogyszervegyeszeti Kft.
Italy
- Chiesi Farmaceutici S.p.a.
- Menarini Ricerche SpA
- RECORDATI S.P.A.
Netherlands
- Amgen
- Kinesis Pharma
- Sever Pharma Solutions
Norway
- Fresenius Kabi Ltd
- Fresenius Kabi Norway
- Oslo universitetssykehus
Spain
- Grupo Juste (Justesa Imagen SAU)
- Instituto Grifols S.A
- Instituto Grifols S.A.
Australia
- Speedx Pty Ltd
- SpeeDx Pty ltd.
Czech Republic
- Novavax
- Zentiva, k.s.
Greece
- PharmaPath S.A.
- Pharmathen
Portugal
- CIPAN,SA
- Generis Farmacêutica S.A.
Austria
- Boehringer Ingelheim Pharma Co.KG
Finland
- FinVector Oy
Iceland
- Oculis
India
- Morningside Healthcare
Ireland
- Avectas
Latvia
- JSC
Sweden
- Knightec AB
United States of America
- Grifols Biologicals LLC
Run Effective Technology Transfer Live online for your team
2 days
Typical duration
Pricing from:
- GBP 1,000
- Per attendee, based on 10 attendees
- Course tailored to your requirements
- At your choice of location, or online
We can customise this course to your requirements and deliver it on an in-house basis for any number of your staff or colleagues.
Contact our team to discuss your requirements:
