Essentials of Academic Technology Transfer Virtual Course

Essentials of Academic Technology Transfer Virtual Course

September 20-24, 2021
10:30 am – 3:30 p.m. CDT
$450 AUTM Members / $600 Non-members

Register Here  

About This Course 

Everyone who attends the AUTM Essentials Course, regardless of background or level of experience, leaves with a deeper understanding of the fundamental goals and processes of academic technology transfer.
 
This course builds the fundamental skills and resources necessary to evaluate inventions and negotiate license agreements. The workshops are designed to follow the full lifecycle of the invention, patenting and licensing process: evaluation of invention disclosures, triage, patenting, IP marketing, valuation, and license negotiation to established companies and start-ups. The Essentials Course uses a mix of instruction, case discussions and small-group interactions to maximize useful learning and networking opportunities.

Meet Your Instructors 

What Past Attendees Had to Say:
  • “A great course, especially for those who are newly entering the field.”
  • “An unforgettable experience for my career start in tech transfer.”
  • “The course was fantastic, and meeting folks was a true highlight."
  • “The meeting format was really engaging" 
  • “I gained important skills.”
  • "Incredible networking opportunities.”

Agenda
*Schedule subject to change. All times listed in CDT.

Day 1 – September 20

10:30 a.m. – 11:00 a.m.
Introduction to the Course
Moderator: Marie Kerbeshian, University of Iowa Research Foundation
Instructors: Essentials Committee
 
Welcome to Essentials!  Meet your instructors and gain important information on the tools we will be using throughout the next five days to introduce you to the foundations of technology licensing.  Be sure to check out the Essentials Course in the AUTM Learning Center before the session starts to download the tools and some (short) pre-course reading assignments.
 
 
11 a.m. – 12:00 p.m.
Intellectual Property Management
Instructors:  
Marie Kerbeshian, University of Iowa Research Foundation
Julie Watson, Marshall, Gerstein & Borun LLP
Ray Wheatley, Apio Innovation Transfer
 
One of the foundations of a tech transfer program is intellectual property management – analyzing likelihood of patentability and/or other forms of IP protection, communicating with inventors about the often-complex process, and managing outside counsel and the attendant costs. We’ll provide a high-level overview of intellectual property, including what makes an innovation patentable and the fundamentals of copyrights in the academic environment, and as well the basics of managing inventor communications and patent expenses.
 
12:00 p.m. – 12:30 p.m.: Break
 
12:30 p.m. –3:30 p.m.
Innovation Assessment and Market Research
Instructor:
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 business, legal, and technical considerations used to decide on whether it represents a viable commercial opportunity i.e., the allocation of additional resources. Attendees will also learn the basic tools and methods to conduct market research and the use of “score cards” as a tool for assessment. 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 21

10:30 a.m. – 11:00 a.m.
Coffee Tables
Instructors: Essentials Committee
 
Still have questions about yesterday’s session?  Or questions on topics not on the agenda?  Or would you like to get to know one of the instructors better?  Grab a cup of coffee (or the beverage of your choice) and join an instructor and your fellow attendees for an informal conversation about the previous day’s sessions.
 
11:00 a.m. – 12:30 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 will synthesize 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.
 
12:30 p.m. – 1:00 p.m.: Break                                                            
 
1:00 p.m. – 3:30 p.m.
Reaching Potential Partners (continued)

Day 3 – September 22

10:30 a.m. – 11:00 a.m.
Coffee Tables
Instructors:
Essentials Committee
 
Still have questions about yesterday’s session?  Or questions on topics not on the agenda?  Or would you like to get to know one of the instructors better?  Grab a cup of coffee (or the beverage of your choice) and join an instructor and your fellow attendees for an informal conversation about the previous day’s sessions.
 
11:00 a.m. – 12:30 p.m.
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.
 
12:30 p.m. – 1 p.m.: Break
 
1:00 p.m. – 2:30 p.m.
Functional Framework of a License (continued)
 
2:30 p.m. – 3:30 p.m.
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 allow sharing of information, materials, experience, research activities, and intellectual property rights.  As a follow-on to the Functional Framework of a License session, we will review the specifics of CDAs/NDAs, MTAs, sponsored and collaborative research agreements, inter-institutional agreements, and others.
 
6:30 p.m. – 7:30 p.m.
Optional Happy Hour

 
Here’s the true secret to success in technology licensing:  develop a large network of colleagues who can help you out when you are stumped by a problem.  Join us for a casual virtual happy hour as we build our networks and get to know each other.  Discussions about technology licensing optional . . .

Day 4 – September 23

10:30 a.m. – 11:00 a.m.
Coffee Tables
Instructors:
Essentials Committee
 
Still have questions about yesterday’s session?  Or questions on topics not on the agenda?  Or would you like to get to know one of the instructors better?  Grab a cup of coffee (or the beverage of your choice) and join an instructor and your fellow attendees for an informal conversation about the previous day’s sessions.
 
11:00 a.m. – 12:00 p.m.
Introduction to Valuation
Instructor:
Andrew Maas, Louisiana State University and A&M College
 
It’s time to start working with your commercialization partner on the financial terms of your deal.  We will discuss how to use the information you have and translate it into deal terms that work for both you and your partner?
 
12:00 p.m. – 12:30 p.m.: Break
 
12:30 p.m. – 1:30 p.m.
Introduction to Valuation (continued)
 
1:30 p.m. – 3:30 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 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 – September 24

10:30 a.m. – 11:00 a.m.
Coffee Tables
Instructors:
Essentials Committee
 
Still have questions about yesterday’s session?  Or questions on topics not on the agenda?  Or would you like to get to know one of the instructors better?  Grab a cup of coffee (or the beverage of your choice) and join an instructor and your fellow attendees for an informal conversation about the previous day’s sessions.
 
11:00 a.m. – 12 p.m.
Basic Negotiation (continued)

12:00 p.m. – 12:30 p.m.: Break
 
12:30 p.m. – 2:00 p.m.
Basic Negotiation (continued)

2:00 p.m. – 3:30 p.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?
 


Questions?
Please email Melissa Weber, Professional Development Manager, or call +1-202-960-1794

‚ÄčSponsor This Course
A wide range of sponsorship opportunities are available. For details, email Casey Annunziata, or phone +1-202-960-1782.