Sunday October 20*

*Bonus Track not required with Ops & Compliance full course. Click here for more information.


Monday, October 21
Agreements & Finance Track

7:30 - 8:30 a.m. Registration/Breakfast on Your Own
8:30 - 10:30 a.m. Welcome/Introductions/Goals
In this first session, we'll introduce ourselves and get to know each other. Prepare to network and learn from other offices. Connect with old friends and make new ones.
10:30 - 10:45 a.m. Break
10:45 a.m. – 12:00 p.m. Finance - Roundtable (4 mini topics)
Join us for an open discussion on all things Finance. We'll discuss royalties, receivables, tracking, and reporting and look forward to audience contributions.
12:00 - 1:00 p.m. Lunch
1:00 - 3:30 p.m. The Office Life: Structure & SOPs
Is your office growing or shrinking? How do you manage resources and trainings? Explore ways to evolve your processes to address new staff, tools, or management.
3:30 - 4:00 p.m. Break
4:00 - 5:00 p.m. Money Ins and Outs
Discuss budgets, revenue, expense forecasting, and strategies to plan for financial changes in Tech Transfer.
 


Tuesday, October 22
Agreements & Finance Track

8:30 - 10:30 a.m.  AUTM-mation
What tools are various offices using to automate things. There are Power-Bis, AI, and options for your database. Learn who is using them and what are they using them for.
10:30 - 10:45 a.m. Break
10:45 - 12:00 p.m. Mystery Hot topic
Discuss current hot topics in the field, focusing on finalizing top-of-mind issues.
12:00 - 1:00 p.m. Lunch
1:00 - 3:30 p.m. Mystery Hot topic
Continue discussions on top-of-mind topics for the day.
3:30 - 4:00 p.m. Break
4:00 - 5:00 p.m. Murphy's Law (Agreements and Finance)
Explore common problems encountered in agreements and finance and how to solve them.


Wednesday, October 23
Agreements & Finance Track

8:30 - 10:15 a.m. Compliance Successes
How do we know a compliance program is successful. What are some KPIs and metrics that you hold your office to? What does success look like and what are some of the best ways to measure it?
10:15 – 10:45 a.m. Break
10:45 A.M. – 12:00 p.m. Agreements - Roundtable (4 mini topics)
Join us for an open discussion on Agreements. We'll tackle four topics in our time and discuss what is on our minds and look forward to audience contribution.
12:00 p.m. Course Concludes
 

Monday, October 21
Compliance Track

7:30 – 8:30 A.M. Registration/Breakfast on Your Own
8:30 – 9:00 a.m. Welcome/Introductions
9:00 – 10:30 a.m.
 
 
 
 
 
 
 Past, Present and Future of Bayh-Dole & Tech Transfer
This session will discuss the creation and impact of the Bayh-Dole Act, as well as looking at current issues facing our work, challenges that may be on the horizon, and finally we'll discuss how we, as AUTM members and compliance professionals, can help engage with policymakers on these critical issues. Followed by Q&A.
10:30 – 10:45 a.m. Break
10:45 A.M. – 12:00 p.m. NIST Updates & iEdison Special Topics
TBD
12:00 - 1:00 p.m. Lunch
 1:00 P.M. – 2:15 p.m. Preparing for Utilization Reporting
This session will discuss developing tools and procedures for leveraging your data and automatically compiling and formatting it for bulk upload in iEdison.
 
2:15 – 3:30 p.m.
 
Getting to know the and VA Your Invention Management Agreement
TBD
3:30 – 4:00 p.m. Break
4:00 – 5:00 p.m.
 
Day 1 Wrap-up Roundtables
 Roundtable discussions for attendees to network and discuss the topics covered during Day 1
5:30 – 6:30 p.m. Networking Reception


Tuesday, October 22
Compliance Track

8:30 – 9:15 a.m. NSF Assistant General Counsel
TBD 
9:15 – 10:30 a.m. TBD
10:30 - 10:45 a.m. Break
 
 
10:45 A.M. – 12:00 p.m.
 
Awards, Agreements and SRAs - Oh My!
Learn tips for reviewing award letters, funding agreements and Sponsored Research Agreements to help you better understand, document, and track your obligations to sponsors.
12:00 - 1:00 p.m. Lunch
1:00 – 2:15 p.m.  Foundation Compliance & Reporting, featuring American Heart Association
Best practices for managing compliance obligations related to foundation sponsorship will be discussed and a representative from the American Heart Association will help provide a better understand of AHA requirements.
2:15 – 3:30 p.m. TBD
3:30 - 4:00 p.m. BREAK
4:00-5:00 p.m. Day 2 Wrap-Up Roundtables
Roundtable discussions for attendees to network and discuss the topics covered during Day 2


Wednesday, October 23
Compliance Track

8:30 – 9:45 a.m. Let's Talk Compliance Challenges
Attendees will submit challenges they are facing, and a panel of compliance professionals will discuss potential paths for resolution
9:45– 10:15 a.m.
 
 
 
Technical Solutions Roundtables
 Network with peers using the same database systems or technical tools to discuss functionality, workflows and data management processes.
10:15-10:45 a.m. Break
10:45 a.m. -12:00 p.m. Day 3 Wrap-up Roundtables
 Final open roundtable discussions for attendees to discuss funding compliance issues, processes and professional development with peers.
 

Monday, October 21
Operations Track

7:30 – 8:00 a.m. Registration/Breakfast on Your Own
8:00 – 8:30 a.m. Welcome: Let's Talk Tech Transfer
Welcome to the Strategic IP Operations track! Participants will begin the course with a brief overview about the meaning of technology transfer and its importance.
8:30 – 9:00 a.m. IP Overview
Participants will be guided through the four basic types of intellectual property: patents, copyrights, trademarks, and trade secrets. You will learn how to quickly identify which type of intellectual property applies, what is and is not covered by each type, the essential features of each type, the respective systems for protecting each type, and the differing types of intellectual property administration.
9:00 – 10:15 a.m. Patenting 101
Participants will learn the fundamentals of patent prosecution from the perspective of a university technology transfer office (“TTO”). You will learn about the different types of patents and get a closer look at both the US and foreign patenting process including office actions, restriction requirements, missing parts, advisory actions, and requests for continued examinations.
10:15-10:30 a.m. Break
10:30–11:30 a.m.  Keeping up with Patenting
The patenting process is complex and requires oversight at all stages of the process, including before the patent is filed, during patent prosecution, and after the patent is granted. Participants will be guided through best practices for managing patent prosecution in a TTO. You will gain an understanding of the best practices to critically evaluate invention disclosures, manage outside counsel, manage the examination of a patent application, and administer associated costs.
11:30 A.M. - 12:30 p.m. Agreements Primer
Whether you are involved in license maintenance, finance, or patent administration, the ability to read a license agreement and understand each party's obligations under it is a key skill for doing your job effectively. This session will give participants an overview of the common terms found in a license agreement, their importance, and the differences between various types of license agreements. The session will close with a case study, where participants will work through an exclusive license agreement to gain hands-on experience in reading and understanding a license agreement.
12:30 – 1:30 p.m. Lunch
1:30 – 3:00 p.m. Anatomy of a License
Whether you are involved in license maintenance, finance, or patent administration, the ability to read a license agreement and to understand each party's obligations under it is a key skill for doing your job effectively. This session will give participants an overview of the common terms found in a license agreement, their importance, and the differences between various types of license agreements. The session will close with a case study, where participants will work through an exclusive license agreement to gain hands-on experience in reading and understanding a license agreement.
3:00 – 3:30 p.m. Break
3:30 – 4:30 p.m. Keeping Up with Licensees
We all celebrate the signing of a license as a job well done. However, how do we keep up with licensees once a license agreement is signed? Why is it important to ensure licensees are on track to commercialize licensed technologies? In this session, participants will learn about the importance of and best practices for ensuring licensees are meeting diligence milestones, royalty obligations, and reporting obligations, as well as how to ensure licensees are on track to commercialize licensed technologies.
4:30 – 5:00 p.m. Day 1 Wrap-Up Session and Networking
 

Tuesday, October 22
Operations Track

8:30 - 9:00 a.m. A Day in the Life: TTO Operations & Licensing Associates
Discover the daily responsibilities and challenges faced by TTO operations and licensing associates, exploring their pivotal role in bridging the gap between research innovations and commercial applications.
9:00 - 10:15 a.m. Patent Landscape Analysis & IP Assessment
Learn how to conduct comprehensive patent landscape analyses and intellectual property assessments, gaining insights into identifying trends, evaluating patent portfolios, and supporting strategic decision-making for technology commercialization.
10:15 – 10:30 a.m. Break
10:30 – 11:30 a.m.  Tech Push v. Tech Pull: Who's Driving Innovation?
Examine the dynamics between technology push and market pull in the innovation ecosystem, understanding the driving forces behind technological advancements and their implications for commercialization strategies.
11:30 A.M. – 12:30 p.m. Publications, Patents, and Faculty Education: Where's the Activity?
Explore the interplay between academic publications, patent generation, and faculty education, analyzing where the most significant innovation activities occur within research institutions.
12:30 – 1:30 p.m. Lunch
1:30 – 3:15 p.m.  Time to Commercialize IP: Case Studies Activity
Engage in practical case studies and hands-on activities covering the entire commercialization process, from processing disclosures and identifying compliance reporting commitments to marketing and partnering with industry to license intellectual property.
 3:15 – 3:30 p.m. Break
 3:30 – 4:30 p.m. TBD
 4:30 – 5:00 p.m.  Day 2 Wrap-Up Session & Networking
 

Wednesday, October 23
Operations Track

8:30 - 9:15 a.m. Developing SOPs in TTOs
Developing a set of standard operating procedures ("SOPs") for a TTO can be quite a daunting task. However, SOPs are crucial to ensure a TTO's operations are optimal and that all members of the team are operating within the same set of guardrails. During this session, participants will understand why SOPs are important, how to get started developing SOPs, and the importance of continuously reviewing/updating SOPs.
9:15 – 10:15 a.m. AI in TTO Operations
It's more than just a buzzword being thrown around; artificial intelligence ("AI") is here to stay. Is there a place for AI in TTO operations? This session will explore how TTO operations can make use of AI-enabled tools and will help participants to address security challenges that can arise when implementing these AI-enabled tools in a TTO.
10:15 – 10:45 a.m. Break
10:45 – 11:30 a.m.  Career Growth for the Operations Professional
We all know that operations professionals are vital to a TTO's success, but is it possible to grow within the role? This session will explore that question and will provide participants with ideas on how they can grow in their role.
11:30 A.M. – 12:00 p.m. Day Three Wrap-Up Session & Networking