2020 Essentials of Academic Technology Transfer Virtual Course

Schedule-at-a-Glance

September 14 - 18
11 a.m. – 3:30 p.m. CDT / Noon – 4:30 p.m. EDT / 9 a.m. – 1:30 p.m. PDT
Online Virtual Event
 
 

Day 1 – September 14

11 a.m. – 3:30 p.m. CDT
Noon – 4:30 p.m. EDT
​9 a.m. – 1:30 p.m. PDT
Introduction to the Course
Moderator:
Marie Kerbeshian, University of Iowa Research Foundation
Instructors:
Essentials Committee
 
In this session and throughout the course we will approach the essentials of technology licensing with an integrated panel of instructors who will engage you with interactive exercises to lay down the foundations of licensing as they relate to your organization.
 
Innovation Assessment and Market Research
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 in the context of the disclosure decision-making process itself and the broader strategic considerations around those decisions. Attendees will also learn the basic tools and methods needed to conduct market research.  We will describe various types of market research, provide practical resources for performing research, and illuminate methods for discovering unmet market needs.
 

Day 2 – September 15

11 a.m. – 3:30 p.m. CDT
Noon – 4:30 p.m. EDT
​9 a.m. – 1:30 p.m. PDT
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 will start synthesizing the outcomes of your assessment, 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 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.
 

Day 3 – September 16

11 a.m. – 3:30 p.m. CDT
Noon – 4:30 p.m. EDT
​9 a.m. – 1:30 p.m. PDT
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 will show you how to see the forest for the trees in these sometimes-complex agreements by focusing on the underlying functional framework. We will close with drafting exercises to hone your skills in crafting clear and enforceable license provisions.
 
Other Agreements: Tools for Transferring
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.
 

Day 4 – September 17

11 a.m. – 3:30 p.m. CDT
Noon – 4:30 p.m. EDT
​9 a.m. – 1:30 p.m. PDT
Introduction to Valuation
Instructor:
Andrew Maas, Louisiana State University and A&M College
 
It’s time to start working with your partner on the financial terms of your deal. 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?
 
Basic 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 out of a deal. So does your partner. It’s time to learn the basics of negotiation to arrive at a licensing agreement that works for both of you.
 

Day 5 – Sept. 18

11 a.m. – 3:30 p.m. CDT
Noon – 4:30 p.m. EDT
​9 a.m. – 1:30 p.m. PDT
Basic Negotiation (continued)
Instructors:
Alexander P. Ducruet, University of Pittsburgh
Ray Wheatley, University of Texas Southwestern Medical Center (retired)
 
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?