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Data Privacy in Qualitative Research Certificate

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Business Practices
Lisa Horwich |  Stuart Pardau |  Jessica Santos
6 Hours
Original Program Date:
Oct 29, 2021


The evolving landscape of data privacy has a major impact on how qualitative professionals handle participant data, and being familiar with the major data privacy regulations including HIPAA, GDPR and CCPA is a must. This course will empower you not only to understand the universe of data privacy but also to implement best practices across your qualitative research projects. This is the only available course that is specific to the needs of the qualitative professional

Participants will learn:

  • What’s inside the major data privacy regulations
  • Points of risk for participants and data, and how to mitigate those risks
  • How to incorporate best practices into your research, from recruiting and fielding to reporting and data storage

Professionals who complete the QRCA Data Privacy in Qualitative Research course (including quizzes to test your understanding) will earn a Data Privacy in Qualitative Research Certificate that can be used to demonstrate data privacy expertise to colleagues and clients.

Four Virtual Sessions comprise the Data Privacy in Qualitative Research Certificate:

The Basics: Legislations & Guidelines Around Privacy

  • Jessica Santos, Global Compliance Director & Privacy Officer at Kantar Health
This session will focus on the following:
  • Case studies of data privacy breaches that occur in research – especially qualitative research
  • GDPR contents (European)
  • HIPAA contents (Healthcare)
  • CCPA/CPRA/VCDPA…. (US privacy laws)
  • IRB (Academic/Healthcare)
  • Overview/Disclosure/Consent
  • Working with stakeholders (e.g. recruiters, research agencies, observers, sponsors, facilities, software providers, etc.) and Risk to the Qualitative Professional

The Legal Considerations of Privacy: Liability and Global Laws

  • Stuart Pardau, Attorney at Law
This session will focus on the following:
  • What Should I Say or Not Say If a Complaint or Breach is Brought?
  • Best Approach to Limit Liability
  • Who’s Liable if Info is Breached
  • Who Can Help?
  • Where Do You Go for Each Potential Breach?

The Practical: Documents and Measures You Need

  • Jessica Santos, Global Compliance Director & Privacy Officer at Kantar Health
This session will focus on the following:
  • How to develop a Consent Notice and a Privacy Notice
  • What does your consent / privacy policy statement need to include to integrate with client’s requirements globally?
  • Consent vs. Privacy Notice vs. Privacy Policy Statement: How is it different? And when to use what?
  • What steps you need to take to ensure you’re compliant with technology/liability/data care?
  • Insurance and security safeguarding you should implement to protect yourself

Connecting to Qualitative Research: How to Incorporate into Our Work

  • Lisa Horwich, Founder of Pallas Research Associates
This session will focus on the following:
  • Respondent Privacy and Our Responsibilities               
  • Practical Tips Qualitative Professionals Can Do
  • Transparency for Studies = What Upfront Info We Owe
  • Understanding what Facilities Do and Don’t Do with Respondent Info
  • Understanding of how to use info as a qualitative professional (e.g. Password Protected on Remote Server)
  • Role/Liability for Qualitative Professionals vs. Facility vs. Other
  • Tips and Tricks for Personal Privacy


Lisa Horwich's Profile

Lisa Horwich Related seminars and products

Managing Partner

Pallas Research Associates

Stuart Pardau's Profile

Stuart Pardau Related seminars and products

Stuart L. Pardau & Associates

Stuart Pardau is the founder and principal of Stuart L. Pardau & Associates, based in Los Angeles. Stuart advises clients on intellectual property, data security/privacy, employment and general corporate law, and various regulatory issues confronting the marketing research profession. Prior to starting his own law firm, Stuart served for nearly a decade as chief legal counsel for J.D. Power and Associates. Stuart is based in Los Angeles, California.

Jessica Santos's Profile

Jessica Santos Related seminars and products

Kantar Health

Dr. Jessica Santos is the Global Compliance and Quality Director and Data Protection Officer in Kantar Health, provides consulting and research to communicate the value and potential for products and services that fall under healthcare regulation and legislation. Jessica is providing oversight and support across global offices in regulation, ethics and compliance, and responsible for maintaining, anticipating and coordinating all activities regarding compliance, privacy, ethics and quality framework on RWR (Real World Research) and MR (Market Research). Jessica is also an experienced statistician, analyst and methodologist. She gained her reputation through her publications and professional committee work in the industry. Jessica is a frequent speaker and contributor in major conferences. She has a PhD in Social Science and MRS fellowship. Jessica is a member of BHBIA and EphMRA code of Ethics Committee, UK Research Ethics Committee, reviewer and chair of ISPOR Code of Conduct Committee.

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