Schedule-at-a-Glance

*Tentative schedule, subject to change

September 11-13, 2017
Crowne Plaza Dallas Downtown 
Dallas, TX USA

Monday, September 11
7 a.m. - 5 p.m. Registration
   
7 - 7:45 a.m.  Continental Breakfast
   
7:45 - 8:30 a.m. Welcome to Technology Transfer  
  We will provide an overview of both the TOOLS and Essentials Courses and how you can customize your experience by selecting sessions from each of the courses.
   
8:30 - 9 a.m. Course Objectives 
  Instructors: 
Marie Kerbeshian, University of Iowa Research Foundation
Andrew Maas, Louisiana State University and A&M College
   
9 - 10 a.m. Foundations of Technology Transfer
  Instructors: 
Alexander Ducruet, University of Pittsburgh
Arun Pradhan, Apio Partners
Ellen Purpus, University of Nevada Reno

Foundations will lay the groundwork for becoming an effective technology transfer professional. Specifically, you will learn the forces and factors to enable success, and the framework and context you need to do your job: What is the Bayh-Dole Act and how does it impact your commercialization efforts?  Do stakeholders view your office as a service organization, and how does this affect your relationship with your faculty?  Do your stakeholders even know you exist, and how do you promote brand awareness among them?  Where do you and your office fit in your organization, and how does this affect your ability to do your job?
     
10 - 10:30 a.m. Networking Break
   
10:30 - Noon Foundations of Technology Transfer 
   
Noon - 1:30 p.m. Lunch on your own
   
1:30 - 3 p.m. Innovation Assessment
  Instructors: 
Dirk Benedict, Louisiana State University
Alexander Ducruet, University of Pittsburgh
Arun Pradhan, Apio Partners

Once you understand the Foundations of Technology Transfer, you‘ll have a growing pool of innovations to assess.  In the segment, we review the basics of intellectual property management and teach skills to enable you to quickly and effectively assess commercial potential of new innovations. You will also learn the basics of valuation, and how to identify other factors that can enhance—or derail—your technology transfer efforts.
   
3 - 3:30 p.m. Networking Break
   
3:30 - 5 p.m. Market Research
  Instructors: 
Dirk Benedict, Louisiana State University
Kristin Rencher, Apio Partners

With the assessment is complete – and if the innovation is determined to be promising – it’s time to do the market research. You’ll learn the basic tools and methods to conduct market research, how to develop your value proposition and pitch, and how to effectively position your technology for potential licensees. 
   
5:15- 6:30 p.m. Networking Reception
   
   
Tuesday, September 12          
7 a.m. - 5 p.m. Registration
   
7 - 8 a.m. Continental Breakfast
   
8 - 10 a.m. Reaching Potential Partners 
  Instructors: 
Brian Shedd, Louisiana State University
Paul Tumarkin, University of Arizona

Next step is the business case. In this segment, you’ll begin to pull together the outcomes of your assessment, valuation, and market research to make a strong business case for the technology. How do you develop and deliver a message that captures the attention of potential partners?  And how do you balance these time-intensive efforts when there are so many other tasks placing demands on your time?  And how do you find leads and effectively manage them? We will explore ways to keep you on track to find partners for your innovations.
   
10 - 10:30 a.m. Networking Break
   
10:30 - Noon Innovation Transfer Strategies
  Instructors: 
Alexander Ducruet, University of Pittsburgh
Arun Pradhan, Apio Partners
Ray Wheatley, University of Southwestern Medical Center (Retired)

How do you get your innovations into the hands of your potential partner?  Throughout the process, you will rely upon a number of agreements that let you share information, materials, experience, research activities, and intellectual property rights.  This session will review the basics of CDAs/NDAs, MTAs, option agreements, sponsored research agreements, licenses, and others.
   
Noon - 1:30 p.m.   Networking Lunch (Provided)
   
1:30 - 3 p.m. Sharing Value through Licensing
  Instructors: 
Alexander Ducruet, University of Pittsburgh
Andrew Maas, Louisiana State University
Ray Wheatley, University of Southwestern Medical Center (Retired)

It’s time to start working with your partner on the deal terms, both specific contract language as well as final financial terms.  How do you take the information you learned during your assessment of the innovation and turn it into a license that works for both you and your partner?
   
3 - 3:30 p.m. Networking Break
   
3:30 - 5 p.m. Sharing Value through Licensing - Continued
   
   
Wednesday, September 13
7 - 10:30 a.m. Registration
   
7 - 8 a.m. Continental Breakfast
   
8 - 9:30 a.m. Basics of Negotiation
  Instructors: 
Brian Shedd, Louisiana State University
Ray Wheatley, University of Southwestern Medical Center (Retired)

You know what you want and what you need.  So does your partner.  It’s time to learn the basics of negotiation so that you and your partner can arrive at a deal that works for both of you. In this highly interactive session, you’ll learn the basics of negotiation and begin to deploy the skills you’ve learned.
   
9:30 - 10 a.m. Networking Break
   
10 a.m. - Noon     Beyond the Deal
  Instructors: 
Marie Kerbeshian, University of Iowa

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?
   
Noon Course Adjourns