Add-On Courses

AUTM Annual Meeting

Training at All Levels on the Hottest Topics

The AUTM Annual Meeting is organized and developed by experienced technology transfer professionals who represent a range of institutions — large, small, public and private universities, industry representatives, government agencies and hospitals and research institutions. Your colleagues work hard to ensure that the AUTM Annual Meeting includes timely, relevant sessions to help you succeed in technology transfer.

The training you receive at the AUTM Annual Meeting can help you prepare for increased responsibility or even your next position.

2022 Add-On Courses

(Additional fees, meals included, seating limited)  
Course Member Rate Non-Member Rate
12/16 –
1/20 –
12/16 –
1/20 –
Marketing $325 $380 $435 $425 $480 $535
Tech Valuation $395 $450 $505 $495 $550 $605
Startup $325 $380 $435 $425 $480 $535
Negotiation $230 $285 $340 $330 $385 $440

Marketing Course
Sunday, February 20
7:30 a.m. – 4 p.m.

Before you can discuss a patent with an inventor or negotiate a license for a technology, you need to engage your audiences to start the conversation about your services and inventions. Branding and marketing are all about jump-starting these conversations.

Through the AUTM Marketing Course, you’ll learn about results-driven marketing strategies and tactics that you can start applying right away.

In this one-day, intensive session, instructors cover a full-range of topics, including:

  • What are branding and marketing? How are they different and how can you use them to advance your goals?
  • What are strategies and tactics for branding your technology transfer office?
  • What are useful, proven methods for marketing your technology portfolio?
  • What are ways to position and market the full range of your institution’s unique assets?
  • How can you maximize the effectiveness of your marketing efforts, from planning to assessing results?

Through presentations, case studies and hands-on group work, you will return to your office with new skills, tools, and ideas to help accomplish your organization’s goals.

Technology Valuation Course
Sunday, February 20
7:30 a.m. – 4 p.m.

AUTM’s Technology Valuation Course teaches the fundamental principles of how to construct the various financial terms that go into a license. The course examines concepts such as valuation versus pricing and risk, as well as a series of valuation methodologies, including cost, income, industry standards (comparables), rules of thumb, discounted cash flow and equity. The first segment concludes with a review of payment structures within a license and shows the financial flows under a typical academic-stage life sciences license.

The course goes on to focus on practical applications including case studies. The class is divided into groups to develop license term proposals for the discussion of two technologies.

If you have, or will have, responsibility for negotiating licenses, or would like to learn more about the process, the Licensing Valuation Course is ideal. Attendees should have a basic familiarity with the structure and payment mechanisms used in a license and be proficient in web searching and Excel spreadsheets.

As a prerequisite to the course, attendees will have access to the Technology Valuation four-part webinar series, a $325 value, and be expected to watch these videos before the start of the course.

Startup Business Development Course
Sunday, February 20
7:30 a.m. – 4 p.m.

Startups are vehicles through which university innovations can make a societal and economic impact. University decisions made before, during and after the formation of a startup, however, can dramatically impact the potential for success – or failure. This course will guide the audience on how to optimize a startup’s odds for success. Topics include facilities, grant and equity funding, mentors, programs, policies and ecosystems. This day of interactive speakers and panels is designed for both newcomers just starting out and veterans who want to scale their efforts for increased impact. Join us for content-rich topics and collaborative discussions to learn how you can effect change and support startups at your institution.

Managing Influences in Negotiations Course
Tuesday, February 22
2 – 5:30 p.m.

Licensing professionals are subject to many internal and external pressures influencing their ability to negotiate effectively. This course examines sources of these influences and addresses ways to minimize their effect or to use them to one’s advantage in the course of negotiations. This course begins with attendees introspectively exploring their own negotiation style and identifying their personal strengths and weaknesses. Organization spheres of influence are examined to understand the goals and expectations of various stakeholders (senior leadership, supervisors, colleagues, inventors and the local business community), with an eye towards balancing orthogonal stakeholder interests in the course of a negotiation. The course concludes with understanding the impact of stress and emotion on negotiations.  This course is intended to empower those that negotiate regularly, regardless of experience level.

The Managing Influences in Negotiations Course is part of AUTM’s highly acclaimed 4-part series of presentations designed to enhance your negotiation skills, build your confidence in preparing for negotiations and executing winning negotiation strategies. This course is intended to empower those that negotiate regularly, regardless of experience level. Prior participation in other courses presented in AUTM’s Negotiation Workshop Series is not required.


  • Alan Bentley, Vanderbilt University
  • Hina Mehta, PhD, MBA, George Mason University
  • Brian Shedd, PhD, University of Houston
  • Ray Wheatley, MS, CLP, APIOiX, LLC

Annual Meeting Sponsors

Parker Highlander PLLC
Amster, Rothstein & Ebenstein LLP
Osage University Partners
Blank Rome LLP
Casimir Jones, SC
Computer Packages, Inc.
Royalty Pharma
Schwegman Lundberg & Woessner
Marshall Gerstein
Bereskin & Parr LLP