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Monday, October 28
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| 7 - 8 a.m. |
Breakfast |
| 8:00 - 10:00 a.m. |
Anatomy of a License and Other Agreements
Speakers:
Cory Acuff, University of Georgia
Tiffany Beverly, University of South Carolina
This session will walk participants through license agreements with special attention to the terms that are most relevant to participants. The session will include interactive discussion of various licensing terms and of best practices for administering license agreements. |
| 10:00 - 10:30 a.m. |
Break |
| 10:30 a.m. – Noon |
Agreement Compliance: Positioned for Success!
Speakers:
Cory Acuff, University of Georgia
Brian Wright, Auburn University
If your organization has just completed the signing of a new agreement or maybe you are faced with maintaining an existing agreement, what actions can we take to position ourselves to be successful? The better you plan your strategy, the more successful your efforts are going to be. This session will focus on agreement compliance, focusing on both financial and non-financial terms. Learn about instituting pre-agreement procedures that enhance post-license compliance while focusing on building and maintaining the relationships with your partners that are essential to getting technology and products to market and creating value. |
| Noon. – 1:30 p.m. |
Lunch |
| 1:30 - 3:00 p.m. |
IIA Maintenance - Why It's Tricky
Speaker:
Korie Counts, Ohio University
Collaborative Research frequently ends with jointly owned Inventions - which come with a unique set of risks and liabilities. Through an Inter-Institutional Agreement (IIA) we seek to mitigate and share these risks with Joint Owners. The IIA covers ownership, patent prosecution, marketing, reporting and licensing – and financial obligations. How can your office effectively and efficiently meet these obligations and be a good partner? This panel will share their universities’ journeys including goals, planning, process and struggles along the way. |
| 3:00-3:30 p.m. |
Break |
| 3:30 - 5 p.m. |
Do I Have a Story to tell You or Tales from the Trenches
Speaker:
Sabrina Darnell, University of Kentucky
Are you looking for somewhere to discuss specific issues you struggle with in your job? Are you searching for resources that will give you a way forward in managing your institution’s agreement portfolio? Do you need a place to start? Your search is over! We will use this time to discuss actual challenges faced by our attendees. Join us for this facilitated discussion where we will pool our experiences and solutions to talk about real-world situations that can (and must) be addressed within our individual scenarios and institutions. |
| 5:30 - 7 p.m. |
Welcome Reception |
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Tuesday, October 29
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| 7 – 8:00 a.m. |
Breakfast |
| 8:00 - 10 a.m. |
Strategies To Get Licensees to Pay Up
Speakers:
DawnMarie Portoff, Yale University
Rose Robotham, NUtech Ventures
The term sheets are agreed upon, the license is executed, the upfront fee is paid, development reports are submitted, the Net Sales definition is excellent, and now there’s been a first commercial sale. What are ongoing strategies to ensure prompt and full payment for your royalty income? |
| 10:00 - 10:30 a.m. |
Break |
| 10:30 – Noon |
A License and How It Changes!
Speakers:
Jennifer Folger, Michigan State University
Brian Wright, Auburn University
Your agreement is fully executed, the database is populated, everything is chugging along like a well-oiled machine. Until it isn’t. In this session, we will discuss common hurdles in agreement management including: new licensee personnel; acquisition of your licensee; new interpretations of old language; amendments. Join us for a look at adding technology, dropping technology, acquainting new folks with their obligations, and the work that goes along with this. |
| Noon - 1:30 p.m. |
Lunch |
| 1:30 - 3:00 p.m. |
Let’s Talk Financials: Royalties and Distribution of License Income
Speakers:
Sabrina Darnell, University of Kentucky
Nanette Roberts, University of Georgia
Each technology transfer office has its own established policies and procedures for distributing licensing or royalty income. This session will demonstrate the importance of understanding the terms and status of agreements, understanding royalty distribution policies, communicating with royalty participants, establishing a standard royalty distribution process, and avoiding obstacles while completing the distribution. This group will discuss the framework as well as provide useful tools that can help technology transfer professionals smoothly carry out this important task. |
| 3:00 - 3:30 p.m. |
Break |
| 3:30 - 5:00 p.m. |
Sponsor Agreements and the Impact on Tech Transfer
Speakers:
Tiffany Beverly, University of South Carolina
DawnMarie Portoff, Yale University
Sponsored projects are the life blood of many departments. We will discuss what involvement your office has (or should have in negotiations); drawing the line in the sand for research and downstream obligations; reach through for royalty; and other obligations these agreements bring to your department. |
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Wednesday, October 30
|
| 7 – 8:00 a.m. |
Breakfast |
| 8:00 - 10:00 a.m. |
Using Technology Automation to Manage Contracts
Speakers:
Linda Kesselring, Emory University
Gregory Nau, University of Illinois
Listen as our speaker panel discusses the latest innovations in technology transfer contract management at each point in the agreement maintenance setup and monitoring cycle. The panel will also discuss opportunities and pitfalls in using contract management software. |
| 10 - 10:30 a.m. |
Break |
| 10:30 a.m. - 1 p.m. |
Offsite Tour: USPTO Headquarters
Advanced registration is required. No onsite registration is available.
The tour will consist of visiting the museum and the public search facility. The tour will start at 11:30 a.m. and end at 1 p.m. Transportation will be provided. |