Schedule-at-a-Glance

Schedule-at-a-Glance

October 28 - 30
Hyatt Regency Bethesda
Bethesda, Maryland

Conflicting Events
Attendees of the 2019 Compliance Course will be required, as a condition of their participation, not to host conflicting events. Private events should not conflict with any of AUTM’s educational sessions, special programs, social and themed events, including receptions and meals provided by AUTM. Participants should review the meeting program for potential conflicts before scheduling their events.

*Tentative schedule, program subject to change
 

Monday, October 28

7 – 7:45 a.m. Breakfast
7:45 - 8:00 a.m.     Welcome and Introductions from the Chairs    

Program Chairs:
Sabrina Darnell, University of Kentucky
Michele O'Shea, Borman and Company LLC

The Co-chairs will give a brief overview of AUTM, membership benefits, and its role in the technology transfer profession.  
8:00- 8:45 a.m.  Bayh-Dole Update at the Federal Level    

Speaker:
Paul Zielinski, National Institute of Standards and Technology (NIST)    

Join us for an update on federal regulation changes across all agencies and a discussion on changes needed in the iEdision system as it transitions from NIH to NIST and undergoes a major update as well as potential upcoming changes in Bayh-Dole regulations. 
8:45 - 10 a.m. Bayh-Dole Compliance: iEdison Update    

Speakers:
Scott Cooper, National Institutes of Health (NIH)
Mary Fran Deutsch, National Institutes of Health (NIH)    

Our speakers will review key Bayh-Dole compliance obligations and initiatives of the National Institutes of Health (NIH). You will learn all the requirements for compliance under Bayh-Dole disclosures including all deadlines related to reporting federally funded inventions. 
10 - 10:30 a.m. Break
10:30 - Noon  iEdison Reporting I     

Speakers:
Scott Cooper, National Institutes of Health (NIH)
Carolyn Mosby, National Institutes of Health (NIH)
John Salzman, National Institutes of Health (NIH)    

This session is an ADVANCED discussion of iEdison, reviewing the step-by-step process of reporting an invention through its entire cycle, including recommendations on how to resolve problems such as advanced reporting, linking patent families, waivers and regulation questions.
12:00 p.m. – 1:30 p.m.  Lunch
1:30 - 3:00 p.m.  iEdison Reporting II     

Speakers:
Carolyn Mosby, National Institutes of Health (NIH)
Mary Fran Deutsch, National Institutes of Health (NIH) 
John Salzman, National Institutes of Health (NIH)    

This session is an ADVANCED discussion of iEdison, reviewing the step-by-step process of reporting an invention through its entire cycle, including recommendations on how to resolve problems.
3:00-3:30 p.m. Break
3:30 - 4:15 p.m.  Invention Reporting – National Institute of Health  

Speaker:
Ann Hammersla, National Institutes of Health  (NIH)  

Ann Hammersla, Director of the Division of Extramural Inventions and Technology Resources (DEITR) of the National Institutes of Health will discuss how Bayh Dole reform affects NIH compliance and reporting processes.
4:15-5:30 p.m.   NIH Open Q&A    

NIH Speaker Panel    

Specific NIH questions answered and problems addressed. 
5:30 – 7:00 p.m.      Welcome Reception
    
Socializing face-to-face with colleagues and industry pros has never been easier. Bring business cards!
 

Tuesday, October 29

7 – 8 a.m.   Breakfast
8 - 9 a.m.   Invention Reporting – National Aeronautics and Space Administration (NASA)

Speaker:
Mark Dvorscak, NASA    

National Aeronautics and Space Administration (NASA) has its own system of compliance different from all other federal agencies. This session will be an advanced course on NASA compliance reporting requirements including process, utilization, data collection and answers to reporting questions.
9 - 10 a.m.   Invention Reporting – National Science Foundation (NSF)    

Speakers:
Kaelynne Nill, National Science Foundation (NSF)
Suzanne Plimpton, National Science Foundation (NSF)
Dana Thibodeau, National Science Foundation (NSF)

Representatives from the National Science Foundation (NSF), will provide an overview if NSF's compliance processes, including Bayh Dole reform. Speakers will also identify items unique to the NSF reporting requirements, iEdison notification resolutions and questions, and provide the current NSF contact information.
10:00 - 10:30 a.m.  Break  
10:30 - 11:15 a.m.  Air Force

Speaker:    
Chastity D. S. Whitaker, Air Force Materiel Command Law Office    

US Air Force speaker Chastity D. S. Whitaker, will discuss current reporting requirements specific to the Air Force.  This advanced presentation provides an overview of the USAF process, utilization, and data collection.  There will be time for Q&A and some DOD contact details will be provided.
11:15- Noon Invention Reporting – Department of Energy (DOE)     

Speakers:
Marianne Lynch, Department of Energy
Maritza Rodriguez, Department of Energy     

In this session, we will discuss current processes for reporting under the new Bayh Dole reform including, but not limited to utilization and data collection, focusing on areas that may be unique to the DOE.  Reporting questions will be answered and current DOE contacts will be provided during this advanced compliance course.
Noon - 1:30 p.m. Lunch
1:30 – 3 p.m.   Notification Messages and How to Clear Them    

Speakers:
Bethany Loftin, TreMonti Consulting
Gina Smutz, Washington University in St. Louis

In this session, we will discuss how to reduce your iEdison notification messages.  We will provide strategies on how to approach your notifications as well as guidance and tips on how to address each notification type.  
3 - 3:30 p.m. Break
3:30 - 5:00 p.m.   Disclosures, Patents and Utilization Best Practices    

Speakers:
Sabrina Darnell, University of Kentucky
Bethany Loftin, TreMonti Consulting    

In this session, we will discuss Disclosures, Patents, and Utilization Reports.  The instructors will share tips and lessons learned that will help you strengthen your institution's compliance program. 
 

Wednesday, October 30            

7 – 8 a.m.  Breakfast
8:00 – 10 a.m.     Compliance Committee Round Table Wrap Up Followed by Q&A    

Compliance Committee     

The 2019 AUTM Compliance Committee, will wrap up the conference. Discussion topics includes Bayh-Dole regulation updates, invention closeout, and various tips and tricks for compliance administration. 
10:00 - 10:30 a.m. Break    
10:30 a.m. - 1 p.m.     Additional Q&A with Compliance Specialists 

or

Offsite Tour: USPTO Headquarters             

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.