This training package consists of 12 webinars and covers the basic topics you need your new hires to learn. Start them off on the right footing with the right training.
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Presentations Included:
Licensing University Technology 101 (75 mins)
This webinar will address the fundamentals of the university patent license agreement. We will start with a discussion of the perspectives commonly held by the licensor, a non-profit institution with a mission to transfer technology for the public benefit, and the licensee, a business enterprise chartered to make a return on its investments. We will then introduce each section of the license agreement, explain typical terms used to capture the deal, use specific examples to illustrate potential issues created with certain approaches, and the legal underpinnings that motivate certain specific terms. Finally, we will end with a question-and-answer section.
Triage 101: Assessing Early-Stage Innovations (70 mins)
This session will provide an introduction to assessing early stage technologies. Highlighting the key issues that need to be addressed from an intellectual property, technical, and business perspective. It will provide attendees with the tools to create a systematic process that delivers essential information that is needed to make decisions regarding intellectual property protection, marketing, and licensing.
Patenting 101 (90 mins)
This webinar will address the fundamentals of how to use the patent system to commercialize innovation. We will start with the history and policy behind the patent system. We will then discuss the process and requirements for obtaining a patent, which are important to know when evaluating viability of invention disclosures. Further, we will address strategies for managing a portfolio of pending and granted patents, and for monetizing the portfolio. Finally, we will end with a question and answer section.
University Industry Collaboration Agreements 101 (95 mins)
This webinar will review the fundamentals of basic industry-university collaboration agreements. We will start with a discussion of the common perspectives and objectives of each side coming into collaboration arrangements, where they are aligned and where they may not be. We will introduce the main sections of a typical agreement and explain key terms used to capture the deal, using examples to illustrate potential issues created with certain approaches, and the legal underpinnings that motivate certain specific terms. We will also address industry-university service agreements and how they may vary.
Intro to IIAs, MTAs and CDAs from the University Perspective (90 mins)
This webinar will address the fundamentals of inter-institutional agreements (IIs), material transfer agreements (MTAs) and confidentiality agreements (CDAs) from the university perspective. We will then introduce each section of these agreements, explain typical terms and why they’re used, illustrate potential issues created with certain approaches, and the legal underpinnings that motivate certain specific terms.
Post-Contract Monitoring (85 mins)
This webinar will provide an introduction to the fundamentals of monitoring of executed license agreements. We will discuss why the deal is not done once the agreement is signed, key terms to monitor and how to set up a monitoring program. We will also discuss strategies for addressing non-compliance.
Anatomy of a License (80 mins)
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 various sections of a typical license agreement and providing an explanation of the importance of the various terms. A discussion of the differences between license agreements for patent rights, copyright/software, and trademark will be included.
Agreement Maintenance: Anatomy of a License and Other Agreements (120 mins)
For attendees who play a role in managing executed license agreements, the ability to read a license agreement and to understand each party’s obligations under it is a key skill for doing your job effectively. This session will help attendees understand the obligations – both your institution’s and the licensees’ – owed under license agreements. Using examples, this session will provide an explanation of the sections and terms of typical license agreements, with attention to those most relevant to administrators. The session will include an interactive discussion of best practices for reporting, invoicing, and calendaring to ensure that your university receives the money, reports, and other obligations due under a license for years to come.
IP Management: Intellectual Property Primer (85 mins)
In this session, you will learn about the four basic types of intellectual property (IP), including patents, copyrights, trademarks, and trade secrets. The interaction of IP and know-how will also be addressed. You will learn how to quickly identify which type of IP applies to a particular; what is, and is not, covered by each type; the essential features of each type; the respective systems for protecting each type; and the differing types of IP administration.
Starting a Company 101 (75 mins)
In this session, we will focus on the basics of spinning out an academic startup and how you can help your investigators commercialize university technologies.
Accounting 101 for Licensing Professionals (85 mins)
You don't have to be a CPA, but every licensing executive should have a firm grasp of key accounting principles. In this session, we will cover the need-to-know basics of the income statement and balance sheet, and the most common accounting issues related to licensing. Topics to be discussed will include: royalty base calculation do's and don'ts, understanding key accounting principles and their differences, the financial statement versus license agreement accounting, accrual versus cash accounting, income statement revenue recognition rules and more.
Career Development: A View into Current TTO Hiring Priorities (80 mins)
With new recruiting emails and job postings appearing every week, it’s clearly a time of growth for many tech transfer offices at universities, academic medical centers and research institutions. In light of these opportunities, you may have questions about which skills, credentials, and work experiences are most valued by hiring teams. In this session, experts will discuss current hiring trends and share their views about the personal, educational, and professional qualities they look for when recruiting and hiring licensing professionals at all levels. In addition, we’ll discuss how to achieve a balance of skill sets and how to handle an increased need for specialists (Bayh-Dole compliance, license monitoring, and enforcement etc.) in larger offices.