AUTM Annual Meeting

Roundtable Discussions 

The Annual Meeting offers a wealth of opportunities for professional development. Like our Roundtable Discussions addressing trending tech transfer topics in an intimate, informal format that encourages participation — no panels or PowerPoints allowed! That's a win!

Monday, February 21
10:45 am – 12:15 pm 

Using Data to Tell Compelling Stories
Track: Marketing Successful Practices
Moderator: Jacqueline Greene, University of Kentucky

We use data to compare and track performance and production. We report data to let others know how we’re doing. But do we tell a story with our data? For many people, numbers are just that —numbers. However, those numbers tell a story about our technologies, innovators, research and institutions. And we should endeavor to tell those stories. Join us to learn how to tell the compelling stories behind all those numbers.

Bayh-Dole Act Proposed Changes
Track: Industry/Academic Partnerships
Moderator: Taneashia Morrell, Salk Institute for Biological Studies

In January 2021, the National Institute of Standards and Technology (NIST) sought feedback on proposed changes to regulations to support the Bayh-Dole Act. Many institutions commented on the proposed updates (providing support, as well as requesting revisions to several of the suggested changes). In this session, we’ll reflect on the proposed changes and what they mean for federally funded inventions in the marketplace.

Not All Distributions Are Created Equal
Track: Administrative/Operations
Moderator: Jen Folger, Michigan State University

On the face of it, revenue distributions seem to be basic math based on a predetermined policy. Plug in the percentages and the amounts received and...wait...what do you mean it isn't that straightforward? The inter-institutional agreement says what?! Are they an inventor or aren't they? When was that amendment effective? Join this roundtable discussion about all the little (and big) pieces involved in the revenue distribution process that may surprise you. We'll have time to discuss situations attendees have come across in their own offices. Whether it's a cautionary tale or a chance to brainstorm solutions, this will be a lively conversation.


Monday, February 21
1:45 – 3:15 pm 

Go with It: Administrative Processes and Work Flows
Track: Administrative/Operations
Moderator: Eric See, Cedars Sinai

Each of our offices is special. While we’re all in the business of technology transfer, the way we administer things, communicate with partners and even think about concepts can differ. Join this session ready to share your standard operating proceedures and workflows and learn how other offices tackle similar situations and agreements.

Join Efforts to Add Innovation to Promotion and Tenure Considerations
Track: Advocacy, Equity and Societal Impact
Moderator: Danielle McCulloch, Fuentek LLC

In 2020, more than 75 universities and national organizations approved recommendations recognizing innovation and entrepreneurial achievements among the criteria for higher education faculty promotion and tenure decisions. This session will examine the range of initiatives that universities have undertaken to include tech transfer in promotion and tenure (P&T) reviews in the time since the Promotion and Tenure – Innovation and Entrepreneurship (PTIE) Coalition approved its recommendations. Panelists will share their policies and techniques as well as present data on the impact of including tech transfer in P&T decisions at their institutions, including how it has impacted efforts for equity, diversity and inclusion.

Monday, February 21
4 – 5:30 pm 

Accounting in Technology Transfer Offices
Moderator: Sabrina Darnell, University of Kentucky

Join us to discuss the accounting and finance issues we tackle in tech transfer offices. Topics will include distributions, accounts receivables, royalty sharing agreements, computer systems, equity holdings, interfacing with inventors and legal expenses. Your knowledge may help someone else tackle challenges and opportunities in their office. We‘ll share our ideas and promote our successes.

Plant Licensing and Intellectual Property Protection
Track: Licensing Successful Practices
Moderator: Janie Hurley, Texas A&M AgriLife Research

This session is a great opportunity for open discussion among colleagues of topics unique to plant variety licensing and intellectual property protection. Join the discussion and network with your peers that work with plant-related subject matter.

Tuesday, February 22
8:30 – 9:45 am 

Industry Open Mic
Industry/Academia Partnerships
Moderator: Sharon Semones, Eli Lilly and Company

In this informal setting, we’ll discuss using venture as a feeder for deals, and walk through the deal cycle from identification to agreement execution (from an industry perspective).

Small but Mighty: A Small Office Support Group
Track: Nuts and Bolts of Technology Transfer
Moderator: Ellen McKay, Lakehead University

In this session, we’ll discuss resources you can acquire for your small office "tool belt," and how to make the most of your limited budget. This is the perfect place to meet your peers, start a network and get your questions answered. Come one, come small!

NIH and U: Getting Up-To-Date on NIH Data Sharing Policies for Universities and Others
Track: IP Trends and Successful Practices
Moderator: John Kim, National Institutes of Health

Subject matter experts from the National Institutes of Health (NIH) will provide an overview and specific updates on NIH policies, initiatives and other resources thatcan help a technology transfer/development office and sponsored research office advise its researchers on what is needed for successful data sharing plans under NIH funding. We’ll cover the new NIH Data Management and Sharing Policy (effective in January 2023) and the current Genomic Data Sharing Policy.

Tuesday, February 22
2 – 3:15 pm 

How to Measure and Communicate Your Impact and Value
Advocacy, Equity and Societal Impact
Moderator: John Fraser, Burnside Development & Associates

This session provides examples from around the globe of effectively measuring and communicating the impact and value of knowledge/technology transfer. Learn how to get this message out to your different audiences. Take notes — you’ll want to update your communication programs after this session.

Data Licensing: Policies, Practices and Procedures
Track: Licensing Successful Practices
Moderator: Dinesh Divakaran, Sensyne Health

Data licensing to commercial entities represents a new challenge for university tech transfer offices. The licensing of data collected on human subjects can be relatively complex to manage and implement. For licensing of data, the laws and regulations relating to ownership, consent and privacy must be navigated. There are also issues related to intellectual property (IP) protection, dilligence, licensing terms, control, licensee's rights and royalty distribution. While universities have well-established IP policies in place for the licensing of patents and copyrights, data licensing policies are still nascent. As more institutions aim to be good stewards of their data, this session explores well-considered institutional policies, practices and procedures for data licensing.

Wednesday, February 23
10:30 – 11:45 am 

The World of Software and Copyright Licensing
Licensing Successful Practices
Moderator: Lewis Humphreys, University of Arizona

Are you interested in software licensing? Bring your software/copyright issues and problems with you! Join this lively discussion to share experiences and get guidance from peers. This highly interactive gathering addresses beginner to expert level issues related to the protection, marketing, and licensing of software (whether or not patents are involved) and other copyright-protected materials usually focusing on specific issues raised during the session. You'll walk away from the meeting entertained, enthused, and with answers needed to succeed in software licensing.

The Death of the University TTO in the United States
Track: Administrative/Operations
Moderator: Chase Kasper, Clemson University

The evolution of the technology transfer profession has grown rapidly since the advent of the Bayh-Dole Act more than 40 years ago. Patenting and licensing transactions have made room for business development, entrepreneurship, and economic development. In earlier years, tech transfer offices (TTOs) were able to accomodate these "fringe activities" due to their ability to quickly and effectively execute transactions. Today, the emergence of corporate engagement offices, entrepreneurship programs, and other units coupled with the increasing demand for return on investment seem to be having deeper impacts on small and medium TTOs. Attendees of this session will have the opportunity to hear and voice their views on the harsh realities that face the TTOs of today, and the profession of university technology transferas a whole.

Wednesday, February 23
1 – 2:15 pm 

Differences in Valuation and Licensing of Tangible Property
Licensing Successful Practices
Moderator: James Roberts, Massachusetts Institute of Technology

The valuation of tangible property for licensing is often based on best guess estimates or historical practices. This is an area of uncertainty for the academic licensing community. The sharing of valuation ranges and licensing practices for different types of tangible property and for different purposes will enable institutions to create benchmarks for their own programs. Related issues, such as the concept of reach through, and the definition of commercial purpose, will be explored. in detail. You We will leave this session roundtable with a heightened confidence regarding the value of our tangible property and how that can differ for internal research and commercial purposes.

Shhh, It’s a Trade Secret: Primer on Trade Secrets within Academic Setting
Track: Industry/Academic Partnerships
Moderator: Deborah Perez Fernandez, Rutgers University

Trade secrets are often embedded within agreements between universities and corporations. It has become routine. But just because something is more normalized, it doesn’t mean that it is being done correctly. This roundtable will explore the requirements of trade secrets, how a university’s tax-exempt status impacts trade secret receipt, and what companies need to consider if they want to engage a university with trade secret information.

Annual Meeting Sponsors

Amster, Rothstein & Ebenstein LLP
Osage University Partners
Casimir Jones, SC
Michael Best & Friedrich
Boehringer Ingelheim Pharmaceuticals Inc.
Nixon Peabody
Parker Highlander PLLC
LevelSet Capital
Marshall Gerstein
Blank Rome LLP
KISSPlatform Europe BV
Quarles & Brady LLP
Computer Packages, Inc.
Boehringer Ingelheim
Schwegman Lundberg & Woessner
NYU Langone
Fox Rothschild LLP