| |
Sunday, September 8
|
| 4 – 6 p.m. |
Introduction to the Course
Moderator:
Marie Kerbeshian, University of Iowa Research Foundation
Instructors:
Essentials Committee
This session provides the opportunity to meet your fellow students and the course faculty through a series of team building exercises and games. We will also introduce the technology transfer cases that you and your fellow attendees will be studying over the next few days. |
| |
Monday, September 9
|
| 7 – 7:45 a.m. |
Breakfast |
| 7:45 – 8:20 a.m. |
Welcome to Technology Transfer
Program Chair:
Marie Kerbeshian, University of Iowa Research Foundation
Attendees will get a brief overview of AUTM, its membership benefits and its role in the technology transfer profession. Learn about RTTP, CLP, and AUTM’s strategic plan associated with professional development. An overview of both the TOOLS and the Essentials Courses will be discussed. |
| 8:20 – 10:15 a.m. |
Innovation Assessment
Instructors:
Joseph Janda, Portland State University
Arundeep Pradhan, Apio Innovation Transfer
With an ever-increasing pool of innovations to assess, time management and focusing on critical elements is essential. This session covers the major business, legal, and technical considerations used in assessing an invention disclosure. We will also look at the disclosure decision-making process itself and the broader strategic considerations around those decisions. Students can experience walking through an actual disclosure and sitting down with the inventors themselves to ask questions and test their analytical skills. |
| 10:15 – 10:30 a.m. |
Break |
| 10:30 a.m. – Noon |
Market Research
Instructors:
Dirk Benedict, Louisiana State University AgCenter
Paul Tumarkin, Tech Launch Arizona, The University of Arizona
Participants will learn the basic tools and methods needed to conduct market research. This class will describe various types of market research, provide practical resources for performing research, and illuminate methods for discovering unmet market needs. Participants will have the opportunity to step into the shoes of a market researcher through role play and examples. Our session will conclude with hints and tips, offering “tools you can use” to find, qualify, and manage licensing deals. |
| Noon – 1:30 p.m. |
Lunch |
| 1:30 – 3:15 p.m. |
Reaching Potential Partners
Instructors:
Dirk Benedict, Louisiana State University AgCenter
Brian Shedd, University of Houston
Paul Tumarkin, Tech Launch Arizona, The University of Arizona
In this session, we’ll start synthesizing the outcomes of your assessment, valuation, and market research to start marketing the technology. How do you develop and deliver a message that captures the attention of potential partners? How do you identify targets, generate leads and effectively manage them? What untapped resources are available to you? And how can you pull it all together to create an effective, scalable marketing plan? We will explore tools and methods to keep you organized, productive, and focused on results. |
| 3:15 – 3:30 p.m. |
Break |
| 3:30 – 5 p.m. |
Reaching Potential Partners (continued)
Instructors:
Dirk Benedict, Louisiana State University AgCenter
Brian Shedd, University of Houston
Paul Tumarkin, Tech Launch Arizona, The University of Arizona |
| 5:30 – 7 p.m. |
Welcome Reception
Meet your colleagues and make new friends at the welcome reception. |
| |
Tuesday, September 10
|
| 7 – 8 a.m. |
Breakfast |
| 8 – 10:15 a.m. |
Introduction to Valuation
Instructors:
Joseph Janda, Portland State University
Andrew Maas, Louisiana State University and A&M College
Arundeep Pradhan, Apio Innovation Transfer
It’s time to start working with your partner on the financial deal terms. How do you take the information you learned during your assessment of the innovation and turn it into a term sheet that works for both you and your partner? This session will introduce valuation models and how to use them in a negotiation. |
| 10:15 – 10:30 a.m. |
Break |
| 10:30 a.m. – Noon |
Functional Framework of a License
Instructors:
Ellen Purpus, University of Nevada Reno
Julie Watson, Marshall, Gerstein & Borun LLP
The license is the apex of all our hard work to find a commercialization partner and negotiate a deal. We’ll show you how to see the forest for the trees in these sometimes-complex agreements by focusing on the underlying functional framework. We’ll close with drafting exercises to hone your skills in crafting clear and enforceable license provisions. |
| Noon – 1:30 p.m. |
Lunch |
| 1:30 – 3:15 p.m. |
Basics of Negotiation
Instructors:
Alexander P. Ducruet, University of Pittsburgh
Ray Wheatley, University of Texas Southwestern Medical Center (retired)
You know what you want and what you need. So does your partner. It’s time to learn the basics of negotiation to arrive at a deal that works for both of you. |
| 3:15 – 3:30 p.m. |
Break |
| 3:30 – 5 p.m. |
Basics of Negotiation (continued)
Instructors:
Alexander P. Ducruet, University of Pittsburgh
Ray Wheatley, University of Texas Southwestern Medical Center (retired) |
| |
Wednesday, September 10
|
| 8 – 9 a.m. |
Other Agreements: The Tools for Transferring Innovations
Instructors:
Andrew Maas, Louisiana State University and A&M College
Ellen Purpus, University of Nevada Reno
How are your institution’s innovations transferred into the hands of potential partners and collaborators? Throughout the process, you will rely on a number of agreements that let you share information, materials, experience, research activities, and intellectual property rights. This session will review the basics of CDAs/NDAs, MTAs, sponsored and collaborative research agreements, inter-institutional agreements, and others. |
| 9 – 10:15 a.m. |
Beyond the Deal
Moderator:
Marie Kerbeshian, University of Iowa Research Foundation
Instructors:
Essentials Committee
You may think you are done when you sign on the dotted line, but every successful technology transfer agreement starts a long, and hopefully successful, relationship. What role can you play to support the success of this relationship, and how does that impact your office and your own career development? |
| 10:15 – 10:30 a.m. |
Break |
| 10:30 a.m. – Noon |
Beyond the Deal (continued)
Moderator:
Marie Kerbeshian, University of Iowa Research Foundation
Instructors:
Essentials Committee |
| Noon |
Course Adjourns |