Selected Joint Initiatives with AOTA

AOTF works closely with the American Occupational Therapy Association (AOTA) to support a variety of programs designed to advance research, education, and leadership in occupational therapy. Several of these joint initiatives are undertaken during the annual AOTA Annual Conference while others are undertaken throughout the year.


AOTA and AOTF are pleased to announce the fourth annual Summer Institute of Future Scientists in Occupational Therapy. The program will introduce select students to a career in research, connect them with mentors in the occupational therapy scientific community, and immerse them in a research-focused professional experience, the Occupational Therapy Summit of Scholars at the Medical University of South Carolina. Applications for the 2020 Summer Institute will open Fall 2019. Learn more about the program and application process.

Purpose of the Institute

The purpose of the Institute is threefold:

  1. To identify potential scientists in entry-level education programs
  2. To connect potential entry-level scientists with mentors in the occupational therapy scientific community
  3. To develop a peer network.
Who is Invited?

A cohort of entry-level students will be selected to participate in the 1-day Institute on June 20, 2019 and the 2-day Occupational Therapy Summit of Scholars on June 21-22, 2019. The facilitators and mentors of the Institute will be composed of faculty and doctoral/post-doctoral students from established research programs around the nation. Selected students will earn a scholarship that will cover economy flights, ground transportation, and hotel (shared with another student). Breakfast and lunch will be provided. Selected participants are expected to arrive on Wednesday, June 19, 2019, to be ready for the Institute the following morning.

  • To apply, you must be a current student in occupational therapy with an interest in science and research in the field of occupational therapy.
  • The intent of the program is to train and mentor future occupational therapy scientific researchers who may have limited exposure to research opportunities at their current institution, therefore, students attending research intensive institutions and/or institutions with a heavy research mission are not eligible (e.g., DRU-VH Carnegie Classification). If you are unsure of your eligibility, email edleadership@aota.org.  Final decision as to eligibility rests with the OT Summit of Scholars Selection Committee.
2019 Summer Institute for Future Scientists - Agenda

Thursday June 20, 2019

 8:00-8:30     Registration
 8:30-9:00     Welcome and Introductions

  • Craig Velozo, PhD, OTR/L, FAOTA, Professor and Division Director, Medical University of South Carolina- on behalf of the 2019 – 2021 OT Summit Hosts
  • Wendy C. Hildenbrand, PhD, MPH, OTR/L, FAOTA, President-Elect, American Occupational Therapy Association
  • Scott Campbell, PhD, Chief Executive Officer, American Occupational Therapy Foundation
  • Mary Lawlor, ScD, OTR/L, FAOTA, Chair, American Occupational Therapy Foundation; Associate Chair of Research and Professor, University of Southern California

 9:00-9:30    Presentation: Need for OT scientists and evidence for the OT profession   

Speaker: Ginny Stoffel, PhD, OT, FAOTA, Associate Professor, University of Wisconsin-Milwaukee

 9:30-10:15   Breakout Session 1: Why are you interested in a career as a scientist?

10:15-10:30  Break
10:30-11:15  Panel Session 1: Pathways to contributing to the knowledge-base of the OT profession


  • Roxanna Bendixen, PhD, OTR/L, Assistant Professor, University of Pittsburgh
  • Michelle Perryman, MScOT, BA (hons), PhD Candidate, University of Cumbria-UK; Visiting Scholar, University of Wisconsin-Milwaukee
  • Beth Pyatak, PhD, OTR/L, CDE, Assistant Professor, University of Southern California
  • Jaclyn Stephens, PhD, OTR, Assistant Professor, Colorado State University

Moderator: Anita Bundy, ScD, OT/L FAOTA, FOTARA, Professor and Chair, Colorado State University

11:15-12:00 Panel Session 2: The life and times of a scientist


  • Nancy Baker, ScD, MPH, OTR/L, FAOTA, Associate Professor, Tufts University
  • MJ Mulcahey, PhD, OTR/L, Professor, Thomas Jefferson University.
  • Andrew Persch, PhD, OTR/L, BCP, Assistant Professor, Colorado State University
  • Rachel Proffitt, OTD, OTR/L, Assistant Professor, University of Missouri
  • Shawn Roll, PhD, OTR/L, RMSKS, FAOTA, Associate Professor and Chair, University of Southern California

Moderator: Michelle Woodbury, PhD, OTR/L, Associate Professor, Medical University of South Carolina

12:00-1:00  Lunch
 1:00-1:45   Panel Session 3: Debate for PhD vs. OTD


  • Natalie Perkins, OTD, MEd, OTR/L, Adjunct Professor, Colorado State University & Boston University
  • Roger Smith, PhD, OT, FAOTA, RESNA fellow, Professor, University of Wisconsin-Milwaukee
  • Craig Velozo, PhD, OTR/L, FAOTA, Professor and Division Director, Medical University of South Carolina

Moderator: Beth Skidmore, PhD, OTR/L, FAOTA, FACRM, Professor and Chair, University of Pittsburgh

 1:45-2:30   Panel Session 4: How do you get started?


  • Turki Aljuhani, BAppSc, MA, Doctoral Student, Medical University of South Carolina
  • Kelly Anderson, PhD, OTR/L, Assistant Professor, East Carolina University
  • Patricia Grady, MS, OTR/L, Doctoral Student, Colorado State University
  • Brittany Hand, PhD, OTR/L, Assistant Professor, The Ohio State University
  • Brooke Mulrenin, MS, OTR/L, Doctoral Student, Medical University of South Carolina
  • Amanda Vatinno, MS, OT, Doctoral Student, Medical University of South Carolina
  • Lauren Wengerd, MS, OTR/L, Doctoral Student, The Ohio State University

Moderator: Dory Sabata, OTD, OTR/L, SCEM, FAOTA

 2:30-2:45   Break
 2:45-3:30   Breakout Session 2: How do you define your research career goals and develop an action plan
 3:30-4:15   Breakout Session 3: Developing plans to network at the 2019 OT Summit
 4:15-4:30   Summary and Wrap-up

2019 Summer Institute for Future Scientists - Students
Congratulations to the 30 student scientists chosen to attend the 2019 Summer Institute for Future Scientists

Starlyn Adames
SUNY Downstate Medical Center
Elhonei Alemu
Rockhurst University
Christopher Bisogni
American International College
Robert Coleman
Alabama State University
Brenna Curran
Misericordia University
Lauren Durst
Rockhurst University
Felicia Duch
Quinnipiac University
Sofia Espinosa
Florida International University
Hannah Fiser
University of North Dakota
Victoria Gaesser
Indiana Wesleyam University
Brittany Goehmann
East Carolina University
Marisa Gonzalez
Western Michigan University
Nancy Greene
University of the Sciences
Samantha Hegedus
Saint Francis University
Kathleen Helms
Winston-Salem University
Carolyn Hernandez
University of Puerto Rico Medical Science Campus
Arieyl Jones
Towson University
Ali Lannom
Huntington University
Darcie Lujan
University of Mary
Emily McFadden
A.T. Still University
Kylie Medlin
Methodist University
Gina Pellechio
Salus University
Loree Pham
California State University, Dominguez Hills
Olympia Sanchez
Wayne State University
Kendra Schnack
Creighton University School of Pharmacy and Health Professions
Morgan Smith
Elizabethtown College
Rebekah Sturgess
Lenoir Rhyne University
Mollyanne Tessler
Long Island University, Brooklyn
Fatoumatta Tunkara
Howard University
Jennifer Yazwinski
University of Southern Maine, Lewiston-Auburn College
Selected Previous Initiatives in Partnership with AOTA

Accelerating Clinical Trials and Outcomes Research (ACTOR) Conference December 1–2, 2011

December 1–2, 2011 

This conference was designed to address the insufficient number of published clinical trials and outcomes research in occupational therapy and related discipline. It increased scientists’ understanding of the design and conduct of rigorous clinical trials and outcomes research and increased the research capacity in occupational therapy and related disciplines by providing them with tools and collaborative opportunities. Click here to view ACTOR conference videos

AOTA-AOTF Occupational Therapy Researcher Database

AOTF and AOTA hope to facilitate the creation of strong research networks and better understand the research assets we have in the profession.  An important step is to gather information regarding occupational therapy research and grants.  A couple of years ago, AOTA-AOTF launched a research database for this purpose.

AOTF worked with Indiana University in January 2016 to conduct asset mapping of the database around research priority areas to build our profession's research capacity and make it easier to connect people. 

International Conference on Evidence-based Practice in Occupational Therapy July 11-14, 2004

July 11-14, 2004
The purpose of this project was to marshal the efforts of the international community of occupational therapists to enhance dissemination of research information for evidence-based practice and to identify and address gaps in research.

Twenty-six participants from thirteen countries convened with an agenda focused on the needs of the global occupational therapy community. Three major topics were addressed by task groups:

  • critical review and synthesis of the literature, knowledge transfer, and practitioner education. Each group identified one or two priority goals, which included: securing international financial support for an existing evidence data-base currently supported in Australia;
  • facilitating establishment of the World Federation of Occupational Therapy (WFOT) website as an entry point for materials related to evidence-based OT; establishing a web portal for dissemination of teaching materials for educational programs;
  • creating a catalog system for evidence that is based in the ICF and occupation frameworks; and developing standard guidelines for critically-appraised papers and topics. 

Specific tasks were identified for each goal, as well as timelines for accomplishing the tasks and persons or groups who would assume responsibility for each task. Mechanisms for on-going electronic communication also were identified. 

Leadership Mentoring Program

The AOTA/AOTF Leadership Mentoring Program, 2007-2010, addressed the critical need to systematically enhance the emergence of new leaders within the academic community. Participation was open to occupational therapy program directors at both the OT and OTA levels.

The program was based upon Mentoring Circles®, an innovative group-mentoring method developed by the Mentoring Company. This process introduced participants to contemporary leadership theory and practice, and engages them in a standardized leadership assessment process. Participants used The Leadership Practice Inventory (LPI) as a reliable tool for identifying personal leadership practices from five general categories: Challenging the Process, Inspiring a Shared Vision, Enabling Others to Act, Modeling the Way, and Encouraging the Heart.

The AOTA/AOTF Leadership Mentoring Program offered individuals the opportunity to participate in a series of sixteen mentoring sessions led by a Catalyst Mentor. The group mentoring process is grounded in the needs of the participants who will identify the specific mentoring topics. The Catalyst mentor used real-time stories from her personal experience to efficiently transfer best practices that promote leadership. From time-to-time, Guest Mentors joined the mentoring circle to address specific topics identified by the group.

The Leadership Mentoring Program assisted OT programs in faculty development by helping faculty achieve their goals in moving out of entry-level to the post-baccalaureate degree as required by the Accreditation Council for Occupational Therapy Education (ACOTE), the educational certifying body of the profession of occupational therapy.

AOTF's investment in the Leadership Mentoring Program built on its long history of faculty development. Previous projects include:

  • Curriculum Mentoring Project- The first of these programs concluded at the end of 2002. This program, called the "Curriculum Mentor's Project," was designed as a year-long pilot study to determine what effect a mentor could have on the development of increased scholarship across faculty and student participants in a master's entry level program in occupational therapy. Five schools were selected from the applicant pool and worked with their mentors for a 12-month period.
  • Regional Workshop Series - The second program, the "Regional Workshop Series on Curriculum Revision," ran from 2001-2003. In this program, designed collaboratively by AOTA, ACOTE, and AOTF, twenty-two schools grouped by geographic locales shared a series of three workshops, each school usually hosting one workshop. Both academic and fieldwork faculty join in the exploration of topics designed to move the program into the graduate education mode, to ensure that the concept of occupation is grounding the curriculum, and that new and innovative fieldwork methods and sites are represented in each program. 

Documents to download

Research Advisory Panel

Established in the spring of 2007 and active until 2012, the AOTA/AOTF Research Advisory Panel advised the AOTA and AOTF boards of directors in several matters, including the translation of research to education and practice, and the review of the research agenda of the profession and its alignment with national research priorities and emerging social and technology issues. The panel also fostered critical analyses of issues related to the delivery of services, evolution of theories, and the overall body of knowledge relevant to occupational therapy.

In October, 2009, the Boards of AOTF and AOTA approved the Research Advisory Panel's Report outlining a Research Agenda for the profession of occupational therapy. You can download the document at the bottom of this article.

As of 2015, the AOTF Scientific Advisory Council now has the advisory role to the AOTF.

Members of the Research Advisory Panel included the following individuals appointed by the AOTA and AOTF presidents for terms beginning in 2010: 

  • Shelly J. Lane, PhD, OTR, FAOTA (chair)
  • M. Carolyn Baum, PhD, OTR/L, FAOTA
  • Grace Baranek, PhD, OTR/L, FAOTA
  • Wendy Coster, PhD, OTR/L, FAOTA
  • Joyce Engel, PhD, OTR/L, FAOTA
  • Laura Gitlin, PhD
  • Major Sarah B. Goldman, PhD, OTR/L, CHT
  • Joy M. Hammel, PhD, OTR/L, FAOTA
  • Mary Law, PhD, OT(C)
  • Mary C. Lawlor, ScD, OTR/L
  • Trudy R. Mallinson, PhD, OTR/L, NZROT
  • Kenneth J. Ottenbacher, PhD, OTR, FAOTA
  • Mary Lynn Schneider, PhD, OTR 
  • Linda Tickle-Degnen, PhD, OTR/L, FAOTA
  • Laura K. Vogtle, PhD, OTR/L, ATP

Documents to download

Theme picker