Category Archives: Meetings and Seminars

2018 Rocky Mountain Dietary Supplement Forum Oct 23-24

Rocky Mountain Dietary Supplement Forum
Rocky Mountain – fall aspen leaves.

2018 Rocky Mountain Dietary Supplement Forum presents


2018 – What Lies Ahead for the Dietary Supplement Industry

October 23-24, 2018, Hotel Boulderado, Boulder, CO

Below are some of the presentations scheduled for this year’s Forum:

  • Labeling 101: The Ins and Outs of Nutrient Content Claims and Labeling Requirements in 21 CFR Part 101
  • Navigating the Questions Surrounding the Regulation of CBD –Justin Prochnow, Shareholder, Greenberg Traurig
  • Understanding How to Establish Meaningful Specifications for Your Products – Ed Collins, Director Product and Process Development, Covance Food Solutions
  • Anatomy of a Food Safety Investigation – Rachel Kitzan, Director of Quality, Ortho Molecular Products; Derek Dreschel, Senior Health Scientist, Carno ChemRisk
  • The Identity Onion: A Layered Approach to Identity Testing with a Focus on FTIR Spectroscopy – Jim Kababick, Founder & Director, Flora Research Laboratories

A complete agenda will be finalized by the end of April.

To register and make hotel reservations, please go to or

For questions, contact Nan Matthews,

USP Tools for GMP Compliance – Dietary Supplements

Very useful USP cGMP class to be held in UTAH!

USP Tools for GMP Compliance – Dietary Supplements

This training course will help you implement practical solutions within your organization for complying with dietary supplement GMP requirements that are often the focus of regulatory inspections. You will learn practical scientific approaches for complying with 5 key GMP requirements listed below:

• Establishing ingredient and finished product specifications
• Qualifying analytical instrumentation
• Validating analytical test procedures
• Understanding skip-lot testing and determining when and how to conduct it
• Qualifying suppliers of components

USP standards —which are established by independent scientific experts – form the basis for the information to be provided. Additional insight is provided based on the instructor’s extensive industry experience working with many dietary supplement manufacturers in the USP Dietary Supplement Verification Program.
This training course is designed for individuals in quality assurance, quality control, production and management who already have a basic general understanding of GMP requirements. It is designed to give students an in-depth understanding of best practices related to specific GMP concepts. The course will provide actual workplace case studies and direct one-on-one interaction to facilitate your learning and test your understanding of the material.
Please note the new date is May 11, 2018.

Register Now

Event Details
Date: May 11, 2018 (NEW DATE)
Time: 9:00 AM-5:00 PM
Location: Utah Valley University
Address: Sorensen Student Center
Room: Conference Rooms SC 213A and 213B
800 West University Parkway,
Orem, Utah, 84058

2018 Rocky Mountain Dietary Supplement Forum

Rocky Mountain Dietary Supplement Forum
Rocky Mountain – fall aspen leaves.

Once again, I’m happy to be able to recommend this conference!


2018 Rocky Mountain Dietary Supplement Forum

October 23-24, 2018

Hotel Boulderado, Boulder, Colorado

“Excellent Forum – great topics and speakers – loved the FDA Panel”

“The speakers and content are exactly what our company is looking for and the reason we return each year.”

“Very informative – took away several ideas/workable strategies to implement immediately.”

[Comments from the 2017 Evaluation forms]

Recognizing the critical need of the dietary supplement industry to be educated on FDA requirements, local academic and scientific groups joined together in 2012 to create the Rocky Mountain Dietary Supplement Forum.

The goal was to provide an educational venue helping dietary supplement industry professionals learn what they need to know to stay current with FDA’s requirements. This included learning about current regulatory requirements, updates on raw ingredient and finished product testing, the importance of properly labeling dietary supplements, and other important topics.

The Forum is open to all dietary supplement participants industry-wide and averages over 100 in attendance from companies throughout the US.

For preliminary details and registration information, please go to or



Preventive Controls Qualified Individual (PCQI)

I am now a Preventive Controls Qualified Individual, thanks to UNPA’s PCQI training class last week.

The course was developed by the Food Safety Preventive Controls Alliance (FSPCA) and is the “standardized curriculum” recognized by the Food and Drug Administration. The class provides training in the development and application of risk-based preventive controls.

A PCQI is a professional that can manage a Food Safety Plan at a food manufacturing or packaging facility in accordance with FSMA (Food Safety Modernization Act) Preventive Controls for Human Food.  The class qualified me to:

  • Understand Good Manufacturing Practices (specifically 21 CFR Part 117) and Prerequisite Programs
  • Conduct hazard analysis and determine preventive controls
  • Develop and implement a food safety plan for their production facility
  • Define process, allergen, sanitation and supply-chain preventive controls
  • Implement verification, validation, recall and record keeping requirements.

Big thanks to Larisa Pavlick  and Kathy Gombas for being such great instructors!

2017 Rocky Mountain Dietary Supplement Forum – October 10-11 Boulder, CO

2017 Rocky Mountain Dietary Supplement Forum – October 10-11 Boulder, CO – dates and agenda announced.

Rocky Mountain Dietary Supplement Forum
Rocky Mountain – fall aspen leaves.

New Avenues for the Dietary Supplement Industry

Tuesday, October 10 & Wednesday, October 11, 2017
Hotel Boulderado
2115 13th Street
Boulder, Colorado 80302
United States




UNPA NDI III: Roadmap to a Viable NDI Policy

UNPA NDI III Conference

NDI III: Roadmap to a Viable NDI Policy
Thursday, Feb. 9, 2017
Salt Lake City

After all of the reading, review and research, the 2016 NDI guidance comments are in. But what should industry do about serious technical issues and product categories? What can it expect from the incoming administration and FDA?

Join an outstanding faculty at this one-day conference produced by the United Natural Products Alliance (UNPA), which will provide actionable updates on the final piece of the Dietary Supplement Health and Education Act (DSHEA) regulatory legacy, including:

  • NDI guidance comments
  • Industry’s place in the new administration
  • FDA’s 2017 enforcement priorities
  • Key technical issues, including synthetic botanicals, nanotechnology, probiotics and more
  • The old dietary ingredients list
  • A go-forward action plan

To view/download the conference program, click here.


  • Loren Israelsen, President, UNPA
  • Susan Winkler, Chief Risk Management Officer, Leavitt Partners
  • Jim Thomas, Program Director, ETC Group
  • Larisa Pavlick, VP, Regulatory & Compliance, UNPA
  • Marian Boardley, Independent Consultant
  • Skye Lininger, CEO, Healthnotes Inc.

…plus others to be announced

To view/download speaker bios, click here.


EARLY BIRD REGISTRATION: Save $100 until Dec. 31, 2016!

Regular registration: $795. $895

UNPA member registration: $525. $625

SupplySide West Workshop: Evaluating and Partnering with Contract Labs


I will be speaking along with 3 other presenters at this workshop on

Wednesday, October 05, 1:30 PM – 4:30 PM

Laboratory testing of ingredients and finished goods is top-of-mind in the natural products industry. Beyond the media coverage of testing methods lie a host of concerns from qualifying and selecting an appropriate laboratory partner to method validation, audits and supply chain integrity. Explore the current state of affairs and join the discussion around how appropriate testing and information sharing throughout the product development process is critical to efficacy and safety.

  • What should a laboratory audit entail and can a lab meet specific testing needs
  • The GMP testing requirements and their impact on manufacturers and marketers
  • Supply chain management and the role of testing throughout the chain


Sizing up the Dark Side: An overview of the NBJ Dark Issue

Date/Time: March 30, 2016, 2:00pm ET / 12:00 MT

Cost: $95


The Dark Issue is the most talked about issue in NBJ history and we’re ready to talk about it some more. Join us March 30 at 2 p.m. eastern standard time for a webinar examining some of the biggest challenges facing the supplement industry. Topics to be discussed include:

  • Adulteration in the supply chain
  • Best use of scientific studies
  • Spiking in sports medicine
  • GMP violations and FDA Warning Letters
  • Retailers as gatekeepers
  • What the industry is doing to hold onto consumer trust
  • What a new approach to regulation could mean

The first quarterly webinar of 2016 will feature presentations and discussion with:

Steve Mister
Council for Responsible
Todd Harrison
Supplements Lawyer
Risa Schulman
Science Consultant
Marian Boardley
GMP Specialist

Bring questions!

The presentations will be followed by what we expect to be a lively Q&A. The Dark Issue webinar is free to subscribers, or with a purchase of the Black Issue Extended Edition. Or buy a seat for $95.

2016 Rocky Mountain Dietary Supplement Forum (Sept 15-16)


I encourage everyone involved in the dietary supplement industry to attend this forum, it is second to none at providing up-to-date, accurate, non-biased, non-commercial, practical information on how you can meet your FDA compliance obligations.  Previous forums have had lots of great Q&A sessions where you get to learn from members of the audience as well as from the excellent and knowledgeable presenters.  The location can’t be beat! – Marian.

The organizers say:

“Based on the successes of the 2012 -2015 Forums, we would like to invite you once again to join us in Boulder, Colorado in 2016.

From FDA representation to industry panels to manufacturing insights, the 2016 program promises to continue our goal of educational excellence for the dietary supplement industry.

Some of this year’s speakers are:

  • FDA Denver District Panel [invited]
  • Howard Gurney, Executive Director, USANA Health Sciences
  • Loren Israelsen, President, UNPA
  • Joy Joseph, Principal, Joy’s QM System, Inc.
  • Dean Kramer, President, Provident Nutraceuticals/OMPI
  • Justin Prochnow, Attorney, Greenberg Traurig LLP
  • Roy Upton, Executive Director, American Herbal Pharmacopoeia

To register, go to

We look forward to seeing you this fall!”

Save the Date:  September 15-16, 2016

Hotel Boulderado, Boulder, Colorado

FDA: Preliminary FY 2015 483 Data at Rocky Mountain DS Forum

Based on preliminary FY 2015 data released by FDA’s Denver District at the Rocky Mountain Dietary Supplement Forum in Boulder, Colo. last week, Form-483 citations are down overall for dietary supplement firms, and there has been a shift from focusing on identity testing of ingredients (although this is still a very common and important finding) toward observations related to setting specifications for finished products.  This trend continues from FY 2014.  Data are preliminary because FY 2015 was not yet closed when the data were gathered (closes Sept 30, 2015).  I will be publishing complete FY 2015 figures when they become available from FDA’s website.  In the meantime, here is a chart based on last week’s data and historical 483 observations from 2009-2014, ordering is based on preliminary FY 2015 frequency.

FY 2015 Form 483 preliminary

Note: there are a total of 11 CFR sections listed above (as presented by FDA representatives)