TrainSmart: The Medical Device Educators’ Podcast

This week Liz and Rachel dive into their conversation with Trey Morton on building training programs for your expanding product portfolio. They discuss the benefit of utilizing physicians to teach this new content to both physicians and reps as well as important watchouts to ensure it remains authentic and effective. In addition, they look at when, why, and how to pull reps from the field for training, and creative solutions to meet the needs of already busy reps.In 2025, we're embarking on a MedDevice Training Journey: From clinical trials to standard of care. Join us all year long as we explore training at each stage of the product life cycle.Need help developing your clinical trial training strategies? Contact us at [email protected] Resources:Interview with Trey MortonSubscribe to our newsletter to hear more about the journey from clinical trials to standard of care! Click here to subscribe! Connect with us on LinkedIn:   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cumby Consulting⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rachel Medeiros⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Liz Cumby⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠About Cumby Consulting:   Cumby Consulting’s team of professionals deliver innovative MedTech training services for physicians, sales representatives, teaching faculty, key opinion leaders and clinical development teams. Whether you need a complete training system developed to deliver revenue sooner or a discrete training program for a specific meeting, Cumby Consulting will deliver highly strategic, efficient programs with uncompromising standards of quality.

This week Liz is joined by Trey Morton, Senior Director, Professional Education and Sales Training, and, as his LinkedIn rightly proclaims, "All-around Awesome Guy." Liz and Trey discuss what companies need to consider about training their sales forces as they add products to their portfolios. They discuss when to pull sales reps out of the field for in-person training, the balance between clinical training and sales training, and the importance of aligning and setting expectations with senior leadership. Listen in and get ready for your next product launch!In 2025, we're embarking on a MedDevice Training Journey: From clinical trials to standard of care. Join us all year long as we explore training at each stage of the product life cycle.Need help developing your clinical trial training strategies? Contact us at [email protected] Resources:Trey Morton is the Senior Director of Education in the life sciences industry. His passion for training began as a Combat Infantry Officer in the US Army, where he learned a cycle of “learn, do, teach.” Combining that experience with various roles in sales management and marketing led him to an outcomes-focused training philosophy.Subscribe to our newsletter to hear more about the journey from clinical trials to standard of care! Click here to subscribe! Connect with us on LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Trey Morton⁠⁠⁠⁠⁠Cumby Consulting⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rachel Medeiros⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Liz Cumby⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠About Cumby Consulting:Cumby Consulting’s team of professionals deliver innovative MedTech training services for physicians, sales representatives, teaching faculty, key opinion leaders and clinical development teams. Whether you need a complete training system developed to deliver revenue sooner or a discrete training program for a specific meeting, Cumby Consulting will deliver highly strategic, efficient programs with uncompromising standards of quality.

Join Liz and Rachel as they debrief the conversation with Becky Lai on the journey to standard of care. They dive into best practices for using training to drive adoption, engage KOLs, and create a respected brand.In 2025, we're embarking on a MedDevice Training Journey: From clinical trials to standard of care. Join us all year long as we explore training at each stage of the product life cycle.Need help developing your clinical trial training strategies? Contact us at [email protected] Resources:https://open.spotify.com/episode/7DjeuGhXtiKaOM0qRoWC46?si=_wI8T6TkQ--ZsIoG2MgzmgSubscribe to our newsletter to hear more about the journey from clinical trials to standard of care! Click here to subscribe! Connect with us on LinkedIn:   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cumby Consulting⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rachel Medeiros⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Liz Cumby⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠About Cumby Consulting:   Cumby Consulting’s team of professionals deliver innovative MedTech training services for physicians, sales representatives, teaching faculty, key opinion leaders and clinical development teams. Whether you need a complete training system developed to deliver revenue sooner or a discrete training program for a specific meeting, Cumby Consulting will deliver highly strategic, efficient programs with uncompromising standards of quality.

Liz is joined on the podcast by Becky Lai, Chief Strategist and VP of Marketing, to talk about the true North Star of commercialization: standard of care. Their discussion reframes success as more than building a product—it’s about building a market where the product is trusted, adopted, and indispensable. Together, they explore how purposeful training, meaningful KOL engagement, and a clear strategic vision accelerate adoption and move technologies from launch to lasting impact.In 2025, we're embarking on a MedDevice Training Journey: From clinical trials to standard of care. Join us all year long as we explore training at each stage of the product life cycle.Need help developing your clinical trial training strategies? Contact us at [email protected] Resources:Rebecca Lai is the Chief Strategist and Marketing Executive at Rebecca Lai Consulting. She is a strategy and commercial executive with over 20 years of experience in medical and health technology companies, ranging from venture-backed startups to Fortune 200 corporations. As a dynamic strategic operator specializing in go-to-market, commercialization, and innovative business strategies, she has consistently driven double-digit growth and scaled new businesses with global impact. With a strong background in devices, diagnostics, and the digital transformation of healthcare, Rebecca has a proven track record of pioneering disruptive solutions across the continuum of care. Most recently, she was VP of Corporate Development and Strategy at iRhythm Technologies (NASDAQ:IRTC), a digital healthcare provider of cardiac monitoring services. She began her career at Medtronic (NYSE:MDT), where she held progressive global leadership roles in sales and marketing. Rebecca is recognized for her ability to navigate complexity and her data-driven, customer-centric approach to creating value and delivering cutting-edge products and services to patients worldwide. She holds a BSE and MSE in Bioengineering from the University of Pennsylvania and serves on the advisory board for Diversity by Doing Healthtech.Subscribe to our newsletter to hear more about the journey from clinical trials to standard of care! Click here to subscribe! Connect with us on LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Rebecca Lai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cumby Consulting⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rachel Medeiros⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Liz Cumby⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠About Cumby Consulting:Cumby Consulting’s team of professionals deliver innovative MedTech training services for physicians, sales representatives, teaching faculty, key opinion leaders and clinical development teams. Whether you need a complete training system developed to deliver revenue sooner or a discrete training program for a specific meeting, Cumby Consulting will deliver highly strategic, efficient programs with uncompromising standards of quality.

As you grow and scale out of early start-up mode, there will come a time to hire an internal training department. But when? And who? This week, Liz and Rachel break down the interview with Heather Ramsey diving into what to look for in an internal training team. They cover key qualities to prioritize, the differences between hiring from MedDevice vs. L&D, and how consultants can help bridge the gap and get your internal team up and running. In 2025, we're embarking on a MedDevice Training Journey: From clinical trials to standard of care. Join us all year long as we explore training at each stage of the product life cycle.Need help developing your clinical trial training strategies? Contact us at [email protected] Resources:Heather Ramsey Interview Subscribe to our newsletter to hear more about the journey from clinical trials to standard of care! Click here to subscribe! Connect with us on LinkedIn:   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cumby Consulting⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rachel Medeiros⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Liz Cumby⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠About Cumby Consulting:   Cumby Consulting’s team of professionals deliver innovative MedTech training services for physicians, sales representatives, teaching faculty, key opinion leaders and clinical development teams. Whether you need a complete training system developed to deliver revenue sooner or a discrete training program for a specific meeting, Cumby Consulting will deliver highly strategic, efficient programs with uncompromising standards of quality.

When is it time to move from a training consultant to a full time hire? In this episode, Liz sits down with Heather Ramsey, Director of Client Learning and Development for OneDigital, to discuss just that. In their conversation, they explore when to hire, who to hire, and how to align that hire with the business strategy. Along the way, they define what makes a good trainer and some of the common mistakes they see in hiring for an in-house role. In 2025, we're embarking on a MedDevice Training Journey: From clinical trials to standard of care. Join us all year long as we explore training at each stage of the product life cycle.Need help developing your clinical trial training strategies? Contact us at [email protected] Resources:Heather Ramsey is the Director of Client Learning and Development for OneDigital Company. She oversees the OneDigital Leadership Coaching Services, Client Learning Development and Strategic Offsite Facilitators.She believes that empowered, engaged leaders and employees will help the organization reach its business objectives faster. She enjoys partnering with client leaders to build a learning and development culture with the client to support their business, increase retention and drive higher employee engagement. She and her team are seasoned professionals in the areas of training and development, leadership coaching, and facilitating leadership and company retreats.With over 20 years of learning and development experience, Heather uses innovative techniques to deepen each learning development program designed, or training class delivered. Virtually or in-person, she is a high-energy facilitator who captures her audiences immediately and keeps them engaged and on target throughout the training or facilitation.As a leadership and team building facilitator, she is an expert with working through difficult situations with ease and grace. As an Executive-level coach she connects with her clients and helps them to find new ways of working to help them be most successful. She infuses these same principles in her team as they work with clients.Heather is a subject matter expert and certified Predictive Index Partner. She is an avid learner and reader of business and leadership books, articles, and seminars. She holds a bachelor’s degree from U.C. Davis in Managerial Economics, and a master’s degree from Cornell University in Executive Human Resource Management.Here is a link to her website: https://launch.onedigital.com/learning-and-developmentSubscribe to our newsletter to hear more about the journey from clinical trials to standard of care! Click here to subscribe! Connect with us on LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Heather Ramsey⁠⁠⁠⁠⁠⁠⁠⁠Cumby Consulting⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rachel Medeiros⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Liz Cumby⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠About Cumby Consulting:Cumby Consulting’s team of professionals deliver innovative MedTech training services for physicians, sales representatives, teaching faculty, key opinion leaders and clinical development teams. Whether you need a complete training system developed to deliver revenue sooner or a discrete training program for a specific meeting, Cumby Consulting will deliver highly strategic, efficient programs with uncompromising standards of quality.

This week, Liz and Rachel discuss the interview with Marnie Hamp and the importance of staying relevant post-launch. In their conversation, they focus on the need for training, marketing, and sales to all have ears in the field and strong collaboration among departments so that the needs of the reps and the customers can be met. In addition, they discuss the need to cross-train clinical reps and sales reps while maintaining clear roles and responsibilities.In 2025, we're embarking on a MedDevice Training Journey: From clinical trials to standard of care. Join us all year long as we explore training at each stage of the product life cycle.Need help developing your clinical trial training strategies? Contact us at [email protected] Resources:Marnie Hamp InterviewSubscribe to our newsletter to hear more about the journey from clinical trials to standard of care! Click here to subscribe! Connect with us on LinkedIn:   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cumby Consulting⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rachel Medeiros⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Liz Cumby⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠About Cumby Consulting:   Cumby Consulting’s team of professionals deliver innovative MedTech training services for physicians, sales representatives, teaching faculty, key opinion leaders and clinical development teams. Whether you need a complete training system developed to deliver revenue sooner or a discrete training program for a specific meeting, Cumby Consulting will deliver highly strategic, efficient programs with uncompromising standards of quality.

Our guest this month is Marnie Hamp, a seasoned marketing executive who gets the importance of partnering closely with the training team, not only at launch, but in post-launch as well. She and Liz discuss best practices for continuing momentum, including knowing your targets, developing strong partnerships between clinical reps and sales reps, and listening in to what is actually happening in the field. In 2025, we're embarking on a MedDevice Training Journey: From clinical trials to standard of care. Join us all year long as we explore training at each stage of the product life cycle.Need help developing your clinical trial training strategies? Contact us at [email protected] Resources:Marnie is an experienced Sonographer and dynamic leader with over two decades of experience in healthcare and medical device sales across three countries, specializing in ultrasound product development and market strategy. She has successfully led go-to-market teams delivering innovative solutions while training sales and clinical professionals to optimize product adoption and maximize impact. Her expertise bridges technology and patient care, ensuring medical advancements translate into meaningful outcomes. Beyond her professional expertise, Marnie is a passionate traveler who finds joy in exploring the world and sharing experiences with family and friends, whether at home or on the road. From immersing herself in different cultures to savoring local flavors, she embraces discovery with curiosity and adaptability, always seeking meaningful connections and enriching adventures.Subscribe to our newsletter to hear more about the journey from clinical trials to standard of care! Click here to subscribe! Connect with us on LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Marnie Hamp⁠⁠⁠⁠Cumby Consulting⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rachel Medeiros⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Liz Cumby⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠About Cumby Consulting:Cumby Consulting’s team of professionals deliver innovative MedTech training services for physicians, sales representatives, teaching faculty, key opinion leaders and clinical development teams. Whether you need a complete training system developed to deliver revenue sooner or a discrete training program for a specific meeting, Cumby Consulting will deliver highly strategic, efficient programs with uncompromising standards of quality.

This week Liz and Rachel break down the interview with Tony Recupero as they discuss commercial training and the meeting of technical and selling skills. They reflect on the power of informal mentors, the need for good questions, and how to reinforce marketing messages within clinical training. They end their conversation reflecting on how they've changed their minds over the course of their careers.In 2025, we're embarking on a MedDevice Training Journey: From clinical trials to standard of care. Join us all year long as we explore training at each stage of the product life cycle.Need help developing your clinical trial training strategies? Contact us at [email protected] Resources:Tony Recupero InterviewSubscribe to our newsletter to hear more about the journey from clinical trials to standard of care! Click here to subscribe! Connect with us on LinkedIn:   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cumby Consulting⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rachel Medeiros⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Liz Cumby⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠About Cumby Consulting:   Cumby Consulting’s team of professionals deliver innovative MedTech training services for physicians, sales representatives, teaching faculty, key opinion leaders and clinical development teams. Whether you need a complete training system developed to deliver revenue sooner or a discrete training program for a specific meeting, Cumby Consulting will deliver highly strategic, efficient programs with uncompromising standards of quality.

In 2025, we're embarking on a MedDevice Training Journey: From clinical trials to standard of care. Join us all year long as we explore training at each stage of the product life cycle.Need help developing your clinical trial training strategies? Contact us at [email protected] Resources:Tony Recupero is President, Commercial Operations of SI-BONE. Tony leads SI-BONE’s commercial operations, including sales, market access, reimbursement, professional education and international. He is a proven commercial leader, responsible for the company’s go to market strategy that has led to exponential revenue growth. Prior to SI-BONE, Tony was formerly the President of Catalyst Performance Advisors where he advised several medical device companies on commercial strategy. Tony was previously President and CEO of Baxano, Inc. Tony was also the Vice President of Sales for Kyphon from startup in 1999 through the end of 2004. Kyphon was acquired by Medtronic for $4.2 billion dollars. Early in his career, Tony progressed to senior sales management roles at United States Surgical Corporation and Sulzer Spine-Tech, Inc. Tony earned a B.A. in Communications from State University of New York at Albany and attended The General Management program at Harvard Business School.Subscribe to our newsletter to hear more about the journey from clinical trials to standard of care! Click here to subscribe! Connect with us on LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Tony Recupero⁠⁠⁠⁠Cumby Consulting⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rachel Medeiros⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Liz Cumby⁠⁠⁠⁠⁠About Cumby Consulting:Cumby Consulting’s team of professionals deliver innovative MedTech training services for physicians, sales representatives, teaching faculty, key opinion leaders and clinical development teams. Whether you need a complete training system developed to deliver revenue sooner or a discrete training program for a specific meeting, Cumby Consulting will deliver highly strategic, efficient programs with uncompromising standards of quality.