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Monday, October 18
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| Noon - 12:45 p.m. |
Welcome and Opening Session |
| 12:45 - 1:00 p.m. |
Break |
| 1:00 - 2:30 p.m. |
Breakout Sessions
Session A1: Pre-Disclosure Considerations — What Happens Before the Disclosure is Submitted and Why We Need to Know
Moderator: Julie Kelley, Translational Genomics Research Institute
Panelists: Kyle Hanna, University of Chicago
Khera Douglas, KLD Enterprises, LLC
Heather Bakalyar, University of Chicago
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.
Session A2: Making Compliance Connections
Presenter: Patrick Rikli, Skysong Innovations at Arizona State University
In this session, participants will have an opportunity to make connections with peers, discuss common issues, and prepare questions for the later courses. Peer groups will be divided based on office size (i.e., small, medium, large) or workload (i.e., light, moderate, busy). This session is designed for participants to “bring their problems” as there will be several Q&A sessions.
Session A3: Sponsored Research Agreements and Their Impact
Moderators: Eric See, Cedars Sinai
Drew Grier, University of Georgia
Speaker: Catherine Cuppett, University of Georgia
Nicholas Hinson, University of Georgia
Sponsored Research takes many forms and when it relates to Technology Transfer things can get convoluted quickly. Panelists will share best practices and discuss the intricacies of Sponsored Research Agreements as well as tips for working with your institution's office of sponsored research.
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| 2:30- 2:45 p.m. |
Break |
| 2:45 - 4:00 p.m. |
Breakout Sessions
Session B1: The Invention Disclosure — Why it's Important to ask the Right Questions
Moderator: Khera Douglas, KLD Enterprises, LLC
Panelists: Julie Kelley, Translational Genomics Research Institute
Patrick Rikli, Skysong Innovations at Arizona State University
Heather Bakalyar, University of Chicago
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.
Session B2: Preparation and Invention Reporting
Speaker: Becky Hernandez, California Institute of Technology
This session will discuss invention intake, funding source confirmations, joint ownership, and reporting.
Session B3: Revenue Distribution: Before You Do the Math
Speakers: Jen Folger, Michigan State University
Eric See, Cedars Sinai
David Mess, Ohio State University
Before you ever cut the first check to an inventor, a lot of decisions need to be made that impact distribution. Some of these will be related to your institutional patent policy. Some have more to do with the specifics of the licenses themselves. Still others have evolved over time but weren't ever codified into formal best practices. Join us for a discussion of the things, big and small, that your office should think about when building internal policies and procedures for Revenue Distribution.
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Tuesday, October 19
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| 11:55 a.m. - 12:00 p.m. |
Welcome |
| 12:00 - 1:30 p.m. |
Breakout Sessions
Session C1: Patent Definitions & U.S. Prosecution
Moderator: Christopher McKinney, Augusta University
Panelists: Jessica Mandl, Skysong Innovations at Arizona State University
Kim Dunn, Emory University
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.
Session C2: Joint Ownership
Speaker: Michele O’Shea, Borman & Company
This session will discuss jointly owned inventions including topics on compliance, prosecution, communication, and troubleshooting.
Session C3: Clarifying Expenses: How to Track, How to Review, How to Recover, How to Keep in Order
Moderator: Eric See, Cedars Sinai
Panelists: Lisa Nolan, Skysong Innovations at Arizona State University
Grace Ratje, Tech Launch Arizona
There are always bills to pay. How do you keep track of them? Should every expense be treated differently, or should you lump them all together? These questions sound simple enough, however classifying, tracking, and organizing expenses at the time of payment can pay huge dividends when it is time for reimbursements, distributions, and calculations. Join us for a peek into ways different offices handle their expenses.
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| 1:30 - 2:00 p.m. |
Break |
| 2:00 - 3:30 p.m. |
Breakout Sessions
Session D1: Data Management
Moderator: Kyle Hanna, University of Chicago
Panelists: Khera Douglas, KLD Enterprises, LLC
Drew Grier, University of Georgia
We will discuss how the different offices capture the 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.
Session D2: Patent Reporting Requirements 2018 Regulations
Speaker: Bethany Loftin, National Institute of Standard and Technology (NIST)
This session will provide detail on Bayh-Dole requirements related to patent filings with special emphasis on how these requirements changed under the 2018 regulations. Topics will include the new definition of "initial patent application" and provisional patents including the provisional patent extension request.
Session D3: Automation & Portals
Moderator: Linda Kesselring, Emory University
Panelists: Carlos Baez, Puerto Rico Science & Tech Trust
Nicholas LeBlanc, North Carolina State University
How can you leverage your existing technology and database to improve operations? From the small to the big and everything in-between. This session will focus on the goals and concepts that directed the initiatives and not the technical details. Topics will include items such as electronic signatures, alerts, standardized and automated reports, portals, workflow, and electronic billing.
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Wednesday, October 20
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| 11:55 a.m. – 12:00 p.m. |
Welcome |
| 12:00 - 1:30 p.m. |
Breakout Sessions
Session E1: Agreements Primer — Tools for Tech Transfer Offices
Moderator: Drew Grier, University of Georgia
Panelists: George Chellapa, Northwestern University
Cory Acuff, University of Georgia
In this session, we will discuss the types of agreements used to transfer information, materials, research, and IP rights, which include CDAs/NDAs, MTAs, sponsored and collaborative research agreements, IIAs, and others.
Session E2: Utilization Reporting — Data Requirements
Speaker: Bethany Loftin, National Institute of Standard and Technology (NIST)
This session will provide information on utilization reporting requirements. Federal agency representatives will participate in this discuss to address frequently asked questions.
Session E3: SOPs for Agreement Compliance
Moderator: Linda Kesselring, Emory University
Panelists: Katie Butcher, Northwestern University
Rose Robotham, NUTech Ventures from U of Nebraska
How can you position your TTO to ensure that your partners are living up to their end of the deal? This session will focus on agreement compliance, both financial and non-financial terms. Learn about practices and procedures such as using checklists, correspondence templates, and your database as tools for enhancing post-license compliance, all while building and maintaining good relationships with your partners.
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| 1:30 - 2:00 p.m. |
Break |
| 2:00 - 3:30 p.m. |
Breakout Sessions
Session F1: Anatomy of License
Moderator: George Chellapa, Northwestern University
Speaker: Sarah Kamper, Northwestern University
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.
Session F2: The One Offs
Speaker: Michele O’Shea, Borman & Company
This session will provide an overview of invention and patent reporting requirements for foundations, SRA's, and other non-federal agreements and awards. We will discuss how to track these non-standard requirements.
Session F3: Revenue Forecasting, Equity Handling and Other Duties as Assigned
Moderator: Linda Kesselring, Emory University
Panelists: Todd Sherer, Emory University
Sherrie Williams, Vanderbilt University
LaShonda Holland, Emory University
Learn about some of the pros, cons, and difficulties in forecasting licensing revenue. There are any number of complications in accepting equity as part of a license agreement, learn about some of the current approaches in licenses negotiation. We all have them – those dreaded words “Other Duties as Assigned.” Hear a few stories from our panelists on their projects.
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Thursday, October 21
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| 11:55 a.m. - 12:00 p.m. |
Welcome |
| 12:00 - 1:30 p.m. |
Breakout Sessions
Session G1: Tracking IP Expenses
Moderator: Alex Parero, Augusta University
Panelists: Jessica Mandl, Skysong Innovations at Arizona State University
Kyle Hanna, University of Chicago
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.
Session G2: Compliance Connections: Breakouts
Speakers: Compliance Team
In this session, participants will continue to make connections with peers through breakout sessions while discussing common issues and be able to ask questions not answered during the course.
Session G3: Data Integrity and Reconciliation
Moderator: Jen Folger, Michigan State University
Panelists: Cliff Michaels, Georgia State University
While we all would love to believe that our data entry is flawless, with perfect information every time we touch the keyboard, the reality is mistakes happen, circumstances change, and no one is perfect. Reconciliation, data integrity and quality control are important components to ensure that our data is accurate, complete, and correct regardless of which way you look at it. We will discuss strategies for tackling this subject within your own office. We encourage questions and comments from the audience on their approaches in their offices.
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| 1:30 - 2:00 p.m. |
Break |
| 2:00 - 3:30 p.m. |
Breakout Sessions
Session H1: iEdison2 Demo
Speaker: Bethany Loftin, National Institute of Standard and Technology (NIST)
Session H2: iEdison2 Alternative
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