September 19 - 21
Baltimore Marriott Inner Harbor at Camden Yards
Baltimore, Maryland

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MONDAY, SEPT. 19 Agreements & Finance Track
7:00 – 8:00 A.M. Breakfast
8:00 – 10:00 A.M. Talking TTOs: Managing Up and Across within Your Tech Transfer Office

Successful TTOs depend on the ability to influence up, down and across departments, teams, and schools. This panel discussion will examine best practices for finance and operations teams to work with their peers, leaders and other stakeholders to cultivate productive and effective relationships. We’ll talk about how to reconcile opposing priorities and better communicate your team’s value both within your department and across your organization.

 

10:00 – 10:30 A.M. Break
10:30 A.M. – 12:00 P.M. Other Duties as Assigned, Pt 1: Tech Transfer

Those four words that close out all our job descriptions. What could that mean at the intersection of technology transfer and agreement compliance and finance. Join us for this two-part session focused on those pesky projects and matters that come up. Join the panel as they share their experiences, lessons learned, and lead a group discussion. The first session will focus on topics that reside within the TT office, topics such as estates, payment plans, revenue forecasting, and equity. The second session will focus on topics that require the TT office to collaborate with others, topics such as audits, collections, litigation, and foreign taxes.

Moderator: Linda Kesselring, Emory University
Speakers:
  • Grace Ratje, University of Arizona
  • Steve Kousouris, John Hopkins Univeristy
  • Nathan Wassenberg, University of Minnesota
12:00 – 1:30 P.M. Lunch
1:30 – 3:00 P.M. Other Duties as Assigned, Pt 2: Working with other Departments

Those four words that close out all our job descriptions. What could that mean at the intersection of technology transfer and agreement compliance and finance. Join us for this two-part session focused on those pesky projects and matters that come up. Join the panel as they share their experiences, lessons learned, and lead a group discussion. The first session will focus on topics that reside within the TT office, topics such as estates, payment plans, revenue forecasting, and equity. The second session will focus on topics that require the TT office to collaborate with others, topics such as audits, collections, litigation, and foreign taxes.

Moderator: Linda Kesselring, Emory University
Speakers:
  • Grace Ratje, University of Arizona
  • Steve Kousouris, John Hopkins Univeristy
  • Nathan Wassenberg, University of Minnesota
3:00 – 3:30 P.M. Break
3:30 – 5:00 P.M. Reports: Meeting the Demand for Data

TTOs are facing an increasing demand for data. Both internal and external stakeholders want to know more about your office's activity, which translates to dashboards & reports covering a wide variety of metrics. Join us for a discussion of best practices for organizing, managing, and executing an ever-growing list of reporting requests & requirements.
5:30 – 6:30 P.M. Networking Reception

 

TUESDAY, SEPT. 20 Agreements & Finance Track
7:00 – 8:00 A.M. Breakfast
8:00 – 10:00 A.M. SRAs: Juggling Sponsor Obligations and Providing Value to Your Institution

Sponsored Research Agreements come in many flavors. Like everything we do, there are many ways of complying with the terms of the agreement. This panel will discuss ways to leverage your database, tips for working with other offices at your institution, flags to watch out for, inventor distributions, and more.
10:00 – 10:30 A.M. Break
10:30 A.M. – 12:00 P.M. Expense Reimbursements: Strategies to Get Licensees to Pay Up!

Managing patent expenses is something all technology transfer offices face and getting reimbursed for those expenses from licensees is necessary for the financial health of the office. This session will discuss strategies that can be used during the development of a license as well as after the license is in place for ensuring licensees pay up. We will also discuss processes related to handling delinquent accounts while maintaining a good working relationship with the licensee.
12:00 – 1:30 P.M. Lunch
1:30 – 3:00 P.M. Inter-institutional Inspiration: IIAs and How to Make Them Work for Your Office

IIAs touch all aspects of agreement financial compliance. We’ll discuss best practices and negotiations strategies to help you manage your IIA’s in the most efficient way. From record-keeping to tracking your obligations and creating mutually beneficial agreement terms, this panel will discuss how to maximize the benefits of an IIA.

 

3:00 – 3:30 P.M. Break
3:30 – 5:00 P.M. Strategies for Improving Agreement Compliance

We all celebrate the signing of a new agreement as a job well done but living with the terms of the deal can be a full-time job. This session will focus on how to improve both financial and non-financial agreement compliance. Strategies discussed will include implementing agreement terms that will set the licensee up for compliance success, amending licenses to better fit the needs of licensees, and implementing practices and procedures to properly address non-compliance when it occurs.

 

WEDNESDAY, SEPT. 21 Agreements & Finance Track
7:00 – 8:00 A.M. Breakfast
8:00 – 10:00 A.M. Data, Documentation & Process in the World of Hybrid & Remote Work
A lot has changed since the pandemic began: More of us are working remotely. Hybrid work arrangements are becoming more common. TTOs are relying more on cloud-based data & software solutions, and the Great Resignation has impacted us all. Join us for a discussion of how TTOs are adapting to these changes, especially regarding data management, process documentation, and onboarding & offboarding team members.
10:00 – 10:30 A.M. Break
10:30 A.M. – 12:00 P.M. Let's Talk about It: Open Discussion Session
Join us for this open discussion as we close out the course. Bring your questions, your comments, your hypotheticals, and your all-too-real situations. This is a great opportunity to get lots of different perspectives on anything related to agreements and finance. Questions can be asked live during the course or can be submitted ahead of time to any of the committee members if you wish to remain anonymous.
12:00 P.M. Course Concludes
MONDAY, SEPT. 19 Compliance Track
7:00 – 8:00 A.M. Breakfast
8:00 – 9:00 A.M. Welcome, Introductions & Course Expectations
Come and experience new dynamic ways to manage professional and interpersonal relationships. This session will provide an opportunity to review best practices and discuss some of your most challenging situations. These items will be utilized throughout the course so that the information shared is relevant and up to date.
9:00 – 10:00 A.M. Federal Government Reporting Requirements
This session will give a general overview of reporting requirements and timelines. If you are new to compliance and/or need a refresher, do not miss this session. We will review original Bayh-Dole vs Bayh-Dole II (2018).
10:00 – 10:15 A.M. Break
10:15 A.M. – 12:00 P.M. Invention Reporting
This session will discuss inventions, disclosures, publications, funding sources. Federal reporting including electing/waiving title, invention notifications and rejections.
12:00 – 1:30 P.M. Lunch
1:30 – 3:00 P.M. Patent Reporting
This session will cover reporting of provisional applications, the provisional extension request, government support statements and confirmatory licenses, patent notifications and rejections.
3:00 – 3:15 P.M. Break
3:15 – 4:15 P.M. Utilization Reporting
Review the utilization reporting requirements including what information is required and how to obtain it.
4:15 – 5:00 P.M. Closeouts, Certification / DD882
Interim and Final reporting requirements and how to manage the closeout process
5:30 – 6:30 PM Networking Reception

 

TUESDAY, SEPT. 20 Compliance Track
7:00 – 8:00 A.M. Breakfast
8:00 - 10:00 A.M. NIST iEdison Training
The National Institutes of Standards and Technology (NIST) will provide training on the new iEdison system.
Speaker: Bethany Loftin, Interagency iEdison Specialist in the Technology Partnerships Office (TPO) at the National Institutes of Standards and Technology.
10:00 – 10:15 A.M. Break
10:15 A.M. – 12:00 P.M. Continuation of NIST iEdison Training
The National Institutes of Standards and Technology (NIST) will provide training on the new iEdison system.
Speaker: Bethany Loftin, Interagency iEdison Specialist in the Technology Partnerships Office (TPO) at the National Institutes of Standards and Technology.
12:00 – 1:30 P.M. Lunch
1:30 – 3:00 P.M. Government Agency iEdison Administrators
Meet the agency iEdison Administrators.  This will be a moderated session discussing reporting best practices, agency similarities and differences.
Speakers:
Carolyn Mosby
, NIH
Dana Marie Thibodeau, NSF
Maritza Rodriguez, DOE
3:00 – 3:15 P.M. Break
3:15 – 4:15 P.M. NASA
National Aeronautics and Space Administration (NASA) has its own eNTR reporting system that is different from iEdison. This session will be an advanced course providing information and resources for reporting NASA supported inventions and patents.
Speaker: Dan Lockney, NASA Tech Transfer Program Executive
 
4:15 – 5:00 P.M. Waivers
This presentation will address U.S. Manufacturing and 3rd party assignment waiver requirements and process.
Speaker: Mary Fran Deutsch, NIH
 
 
WEDNESDAY, SEPT. 21 Compliance Track
7:00 – 8:00 A.M. Breakfast
8:00 – 10:00 A.M. Challenge Discussion
This will be an interactive session where attendees can meet peers, ask questions and discuss Compliance issues in smaller groups.  Using our collective group experience, we will discuss solutions for specific challenges.
10:00 – 10:15 A.M. Break
10:15 A.M. – 12:00 P.M. Q&A Discussion Panel
Q&A with compliance committee and Bethany Loftin from NIST
12:00 P.M. Course Concludes

 

MONDAY, SEPT. 19 Operations Track
7:00 – 8:00 A.M. Breakfast
8:00 – 9:00 A.M. Pre-Disclosure Considerations -- What happens before the disclosure is submitted and why we need to know
In this session, we will cover Intellectual Property (IP) Policies and agreements that may affect (or provide more information about) a disclosure. Attendees will learn the key components of IP Policies as well as the different ways agreements might affect an institution’s intellectual property and the information such agreements might provide a technology transfer office.
9:00 – 10:00 A.M. The Invention Disclosure - Why it's important to ask the right questions
This session will cover the overall process of disclosing an invention, including why inventions are disclosed and the role of the technology transfer office. Attendees will learn the key components of a disclosure and why it is important to gather accurate and complete information. This session will also describe how the administrative team can effectively manage data to assist with licensing and compliance
10:00 – 10:15 A.M. Break
10:15 A.M. – 12:00 P.M. Foreign and US Prosecution
In this session, attendees will learn about the different types of patents, and get a closer look at the US patenting process including office actions, restriction requirements, missing parts, advisory actions, and requests for continued examinations.
12:00 – 1:30 P.M. Lunch
1:30 – 3:00 P.M. Compliance
Where did the money come from and why it is so important to keep that money coming in – includes tips for federal reporting
3:00 – 3:15 P.M. Break
3:15 – 4:00 P.M. Compliance
Where did the money come from and why it is so important to keep that money coming in – includes tips for federal reporting
4:00 – 5:00 P.M. Roundtable to discuss intake and IP docketing
5:30 – 6:30 P.M. Networking Reception

 

TUESDAY, SEPT. 20 Operations Track
7:00 – 8:00 A.M. Breakfast
8:00 - 9:00 A.M. Data Management Best Practices
We will discuss how different offices capture data, communicate with outside parties and how that data is added to the informational tools used by the different institutions represented by the moderator and panelists.
9:00 - 10:00 A.M. IP and Agreements Primer
In this session, we will discuss non-revenue agreements:
Confidential Disclosure Agreements (CDA)
Non-Disclosure Agreements (NDA)
Inter-Institutional Agreements (IIA)
Data Use Agreements (DUA)
Clinical Trial Agreements (CTA)

We will also discuss other types of Intellectual Property:
Copyrights
Trademarks
Plant
Design
10:00 – 10:15 A.M. Break
10:15 – 12:00 P.M. Anatomy of License
Whether you are involved in license maintenance, finance, or patent administration, you need to understand license agreements to effectively do your job. This session will give participants an overview of the common terms found in a license agreement, its importance, and the differences between various types of license agreements. The session will close with a case study, where the participants will work through an exclusive license agreement to gain hands-on experience in reading and understanding a license agreement.
12:00 – 1:30 P.M. Lunch
1:30 – 3:00 P.M. Invoicing Licensees
In this session, we will discuss why diligent tracking of IP expenses is so important. We will also share tips and tricks used by our respective offices to track these expenses more accurately. Attendees will also learn more about revenue brought in by the TTO and how to make sure it is distributed correctly.
3:00 – 3:15 P.M. Break
3:15 – 4:15 P.M. Money Moves – Other Financial Considerations
What do inventors get paid and how we figure out how much…
4:15 – 5:00 P.M. Roundtable to discuss agreement triage and financial data

 

WEDNESDAY, SEPT. 21 Operations Track
7:00 – 8:00 A.M. Breakfast
8:00 - 10:00 A.M. Databases
Whether you use Sophia/Wellspring, Inteum/Minuet, Innov8 IP/Cayuse, or a home grown. We will discuss best practices for tracking and updating data.
10:00 – 10:15 A.M. Break
10:15 A.M. – 12:00 P.M. Wrap Up & Tips and Tricks
12:00 P.M. Course Concludes