Schedule-at-a-Glance

Schedule-at-a-Glance*

September 9 - 11
The Hyatt Lodge
Oak Brook, Illinois

Conflicting Events
Attendees of AUTM's Essentials Course or TOOLS 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, September 9
7 – 8 a.m.   Breakfast
8 – 8:30 a.m.     TOOLS Welcome 

Speakers: 
Stephen Auvil, TECDO
Khera Douglass, KLD Enterprises, LLC

Attendees will get a brief overview of AUTM, membership benefits and its role in the technology transfer profession. An overview of what will be covered in the AUTM Technology Operations and Organization Licensing Skills (TOOLS) course and the other courses that are offered in the Administrative and Operations space and why those courses would be of interest to TOOLS course attendees.
8:30 – 10 a.m.   Pre-Disclosure

Moderator:
Sabrina Darnell, University of Kentucky

Speakers:
Christina Hietala, The Translational Genomics Research Institute
Julie Kelley, Augusta University
Adrienne Padgett, University of Florida

In this session, we will discuss the following types of agreements and why it is important to know if there are any obligations around the disclosed invention.  
 
  • IP Policy 
    • Why researchers have an obligation to assign and disclose to their institutions
  • Confidential Disclosure Agreements
  • Material Transfer Agreements
  • Inter-Institutional Agreements
  • Sponsored Research Agreements
    • Non-Exclusive Royalty Free 
    • Non-Exclusive Royalty Bearing 
  • Government Funding & Bayh-Dole 
  • Master Research Agreements
    • Statement of Work
  • Research Collaboration Agreements
    • Research Plans 
10 – 10:30 a.m.  Networking Break
10:30 a.m. – Noon Invention Disclosures

Moderator:  
Khera Douglass, KLD Enterprises, LLC

Speakers:
Brittany Butler, University of Chicago
Michele O’Shea, Borman and Company LLC

The Invention Disclosure is the foundation for the entire technology transfer process. In this session, we will dissect the invention disclosure form and explain why it is so important to ask the right questions of your potential inventors. We will look at the various ways technology transfer offices gather the information. The session will cover best practices for capturing all of the data that is gathered by the team, whether it is by way of the invention disclosure form, an inventor meeting or through any other research tools available to your office, grant information, another database that captures data at your institution or just reading between the lines of any supporting documents.
Noon – 1:30 p.m. Lunch
1:30 – 3 p.m.  Intellectual Property Primer

Moderator:
Brittany Butler, University of Chicago

Speakers:
Jessica Mandl, Skysong Innovations
Tamara Alcaraz, UCLA

In this session, attendees will learn about the basic types of intellectual property including patents, copyrights, trademarks, trade secrets, and know-how. Tangible property will also be described.

A significant amount of time will be spent on patent types, the parts of a patent, terminology, and the patenting process including office actions, restriction requirements, notices of missing parts (declarations), advisory actions and requests for continued examinations, etc. Tracing relationships between patents within a patent family will also be covered.
3 – 3:30 p.m. Networking Break
3:30 – 5 p.m.   Managing Data for Pre-Disclosure, Invention Disclosures, Provisional and PCT Filings

Moderator:
Khera Douglass, KLD Enterprises, LLC

Speakers:
Alex Sanders, Augusta University
Jessica Mandl, Skysong Innovations
Michele O'Shea, Borman and Company LLC

This session is intended to take a closer look at what data should be captured for records related to all of the day's earlier sessions.  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
5:30 – 7 p.m.     Welcome Reception

Meet your colleagues and make new friends at the welcome reception. 
 

Tuesday, September 10
7 a.m. – 5 p.m.   Registration
7 – 8 a.m.  Breakfast
8 – 10 a.m.   US and Foreign Patent Applications

Moderator:  
Brittany Butler, University of Chicago

Speakers:
Tamara Alcaraz, UCLA
Jessica Mandl, Skysong Innovations
Khera Douglass, KLD Enterprises, LLC

This session will take a closer look at patent prosecution items specific to the US, and foreign applications. We will discuss all of the actions that a data manager might encounter in their office.   We will look at the different ways the data can be gathered and captured.
10 – 10:30 a.m.     Networking Break
10:30 a.m. – Noon Compliance with Funding Institutions (Federal & Non-Federal)
    
Moderator: 
George Chellapa, The University of Chicago

Speakers:
Michele O'Shea, Borman and Company LLC
Alex Sanders, Augusta University

In this session, you will learn about the Bayh-Dole Act including its history and all of its deadlines related to reporting federally funded inventions and how to develop administrative systems and procedures to ensure compliance with all of its requirements. We will also review invention reporting. iEdison and other reporting mechanisms will be described.
Noon – 1:30 p.m. Lunch
1:30 – 3 p.m.   Anatomy of a License

Speakers:
George Chellapa, The University of Chicago
Stephen Auvil, TECDO

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 include an introduction to license agreements by describing the outline of a typical license agreement with an explanation of the importance of each section. The group will then work through an example to gain a detailed understanding of the critical parts of a license – especially those that are most relevant to administrators. The session will also include an interactive exercise in which you will  review the terms of a license to identify problematic language or errors. A comparison of license agreements for patent rights, copyright/software, and trademark will be provided. We will also review some creative ways to capture data in order to produced focused metrics.
3 – 3:30 p.m.   Networking Break
3:30 – 5 p.m.  Office Finance Payables, Receivables and Distributions

Moderator:
Lisa Nolan, Skysong Innovations

Speakers:
Alex Sanders, Augusta University
Khera Douglass, KLD Enterprises, LLC

Financial management is a critical function of any technology transfer office. This session will cover three major areas of financial management: budgeting for operations, tracking expenses, managing the receipt and distribution of licensing revenue, and general license agreement compliance. Attendees will review the complexities of royalty distributions and hear plenty of examples that are certain to inspire a lively dialog.
 

Wednesday, September 11
7 – 8 a.m.  Breakfast
8 – 9:30 a.m.     Databases

Moderator:
Khera Douglass, KLD Enterprises, LLC

Speakers:
Sabrina Darnell, University of Kentucky
Christina Hietala, The Translational Genomics Research Institute
Julie Kelley, Augusta University

This session will consist of a number of breakout roundtable discussions for various databases that are used by the attendees. One roundtable will be for those with a home-grown database system. Each roundtable discussion will be led by a power user. Attendees may attend the discussion for the software that they use or attend another discussion to learn more about other systems.
9:30 – 10 a.m.   Networking Break
10 a.m. – Noon TOOLbox Tips & Tricks

Moderator:
Khera Douglass, KLD Enterprises, LLC

Speakers:
TOOLS Panel

This session will cover tips and tricks that help data managers in all aspects of their work, Excel formulas that are useful, how to create form fields and macros in Word, how to add toolbars to your desktop. Audience members and all of the panelists and committee members will have an opportunity to share things that they find useful in their day-to-day work.
Noon Course Adjourns