Schedule-at-a-Glance

November 1-3, 2017
Hyatt Regency Bethesda
Bethesda, MD USA

*Tentative schedule, subject to change

Wednesday, Nov. 1
7 a.m. - 5 p.m. Registration
7 - 7:45 a.m. Continental Breakfast
   
7:30 - 7:45 a.m. Welcome and Introductions
  Speakers: 
Monya Dunlap, University of Florida
Amanda Ottaway, North Carolina State University

Attendees will get a brief overview of AUTM, membership benefits and its role in the technology transfer profession. Learn about RTTP, CLP and AUTM's strategic plan associated with professional development.  We will provide an overview of the Agreement Maintenance Course, IP Portfolio Management Course and the Compliance course and how you can customize your experience by selecting sessions from each of the courses.
   
8 - 8:45 a.m. Bayh-Dole Update
  Instructor: Courtney Silverthorn, National Institute of Standards and Technology

Join us for an update on latest regarding the potential changes to Bayh Dole Act as well as a reminder about the implications for institutions regarding non-compliance and the potential consequences for failing to disclose government funding, or failure to satisfy the disclosure requirements.
   
8:45 - 10 a.m. The Importance of Examining the Reporting Requirements of Sponsored Research Awards
  Instructor: Gage Ramos, Georgia Tech Research Corporation

Sponsored Research negotiates and executes research funding agreements. When intellectual property results, the TTO is responsible for reporting the IP to the sponsor, whether federal or industry related. The TTO’s failure to read the terms of the SRA at the time of disclosure and report properly could have far reaching implications to future research funding to your institution. This session will show how imperative it is to have a general administrative process associated for efficiently managing and reporting on these types of agreements, as well as identify and discuss the terms where action is needed. After this critical session, attendees will understand the importance of the TTO reviewing the SRA and reporting properly, as well encourage working closely with SR to facilitate and guarantee that future funding continues.
   
10 - 10:30 a.m. Networking Break
   
10:30 - Noon Bayh-Dole Compliance: General Requirements
  Instructors: 
Scott Cooper, National Institutes of Health
Mary Fran Deutsch, National Institutes of Health

We will review key Bayh-Dole compliance obligations and initiatives of the National Institutes of Health (NIH). You will learn all the requirements for compliance under Bayh-Dole disclosures including deadlines related to reporting federally funded inventions.
   
Noon - 1:30 p.m.   Lunch 
   
1:30 - 3 p.m. iEdison Reporting and Update to Policy Changes
  Instructors: 
Ann Hammersla, National Institutes of Health
Carolyn Mosby, National Institutes of Health
John Salzman, National Institutes of Health

This session will provide an update for the latest developments regarding iEdison reporting and policy changes. Recommendations will be provided on how to resolve problems and errors related to initial reporting, notification messages, government support clauses, confirmatory licenses, utilization reporting and more.
   
3 - 3:30 p.m. Networking Break
   
3:30 - 4:15 p.m. Invention Reporting - National Institutes of Health (NIH) and National Science Foundation (NSF)
  Instructors: 
Robin Clay, National Science Foundation (NSF)
Ann Hammersla, National Institutes of Health (NIH)
Dana Thibodeau, National Science Foundation (NSF)

This session will provide an overview of the National Institute of Health (NIH) and the National Science Foundation (NSF), compliance reporting requirements processes with a focus on how pending Bayh Dole reform may affect NIH and NSF reporting processes; resolution of iEdison system Notification messages related to NIH and NSF funded technologies; utilization and data collection. Speakers will also identify items unique to the NIH and NSF reporting requirements, provide the current NIH and NSF contact information for system and answer reporting questions.
   
4:15 - 5 p.m. Invention Reporting - Department of Energy (DOE) and U.S. Department of Agriculture (USDA)
  Instructors: 
Tekila Gray, U.S. Department of Agriculture
Sharon V. Lumpkin, U.S. Department of Agriculture
Jennifer Mahalingappa, Department of Energy

This session will provide an overview of both the Department of Energy (DOE) and the U.S. Department of Agriculture (USDA), compliance reporting requirements processes, utilization and data collection. Speakers will also identify items unique to DOE and USDA reporting requirements, provide the current DOE and USDA contact information for system and answer reporting questions.
   
5:30- 7 p.m. Networking Reception
   
Thursday, Nov. 2
7 a.m. - 5 p.m. Registration
7 - 8 a.m. Continental Breakfast
   
8 - 10 a.m. Invention Reporting – National Aeronautics and Space Administration (NASA)
  Instructor: Mark P. Dvorscak, National Aeronautics and Space Administration

This session will provide an overview of National Aeronautics and Space Administration (NASA) compliance reporting requirements including process, utilization and data collection. Speakers will also identify items unique to NASA reporting requirements, provide the current NASA contact information and answer reporting questions.
   
10 - 10:30 a.m. Networking Break
   
10:30 - 11:15 a.m. Overview of Invention Reporting  - U.S. Army (ARMY) 
  Instructor: Elizabeth Arwine, U.S. Army Medical Research

This session will provide an overview of the U.S. Army (ARMY) compliance reporting requirements including process, utilization and data collection. Speakers will also identify items unique to ARMY reporting requirements, as well as provide the current ARMY contact information and answer reporting questions.
   
11:15 - 12 p.m. How to Handle Joint Inventions with Government Agencies 
  Instructor: Benjamin Henry, Veterans Administration

Joint inventions can arise and are often not covered by contract mechanisms. An IIA or JOA may be needed to cover ownership, patent filing responsibilities, marketing responsibilities and licensing responsibilities.                                                                                                     
   
Noon - 1:30 p.m. Networking Lunch (Provided)
   
1:30 - 3 p.m. From iEdison to ERA Commons: Patent Certifications
  Instructors:
Rebecca Hernandez, California Institute of Technology
Michele O'Shea, Borman and Company LLC
Diane Titus, Princeton University

If your institution receives federal funding, patent certifications are required as part of the contract/grant closeout. At the end of a project, most federal sponsors require a final invention statement. The statement requires that the University disclose either a positive or negative report, depending on whether there was a disclosure of a subject invention during the project. All information reported on sponsor forms must be provided by the by the Principal Investigator. The Grantee Institute may submit the report but is must be approved by the responsible PI. Offering patent certifications to maintain continuity between iEdison and ERA Commons reporting is critical to the future funding of each of our institutions. Come to this session to get this process in place or to fine tune your current process.
   
3 - 3:30 p.m. Networking Break
   
3:30 - 5 p.m. Forfeiting Patent Rights for Failure to Comply with the Bayh-Dole Act
  Instructor:  Michael H. Brodowski, Goodwin Procter LLP

Reporting to the relevant agency any technology development that might be considered a "subject invention" is only the first step to securing ownership of the corresponding patent rights.  If other requirements under the Bayh-Dole Act are not fulfilled, the value of those patent rights can be dramatically impacted.  Find out in this important session what requirements must be timely satisfied to acquire ownership of the patent application(s) and rights relating to a subject invention as well as what are the potential consequences of non-compliance with the Bayh-Dole Act including possible correction to obtain ownership.
   
Friday, Nov. 3
7 - 10:30 a.m. Registration
7 - 8 a.m. Continental Breakfast
   
8 - 10 a.m. How to Strengthen Your Institution's Compliance Program
  Speakers: 
Rebecca Hernandez, California Institute of Technology
Michele O'Shea, Borman and Company LLC
Adrienne Padgett, University of Florida
Diane Titus, Princeton University

Do you believe it is possible to have a vibrant compliance program at your institution? In this session seasoned compliance veterans share tips and lessons learned that can help you strengthen your institution's compliance program.
   
10 - 10:30 a.m. Networking Break
   
10:30 a.m. - Noon Toolbox Tips & Tricks for iEdison Cleanup and Q&A
  Speakers: 
Sabrina Darnell, University of Kentucky
Rebecca Hernandez, California Institute of Technology

Michele O'Shea, Borman and Company LLC
Adrienne Padgett, University of Florida
Diane Titus, Princeton University

Join us as we wrap it all up and have fun while giving tips and tricks for cleaning up old unreported inventions, managing duplicates in iEdison, correcting incorrect government support clauses, notification messages and much more! We will also answer any remaining questions about course content and gather your feedback about the course.
   
Noon Course Adjourns