Trade secrets can be an institution's most valuable and prolonged assets. However, maintaining trade secrets in academic institutions can be challenging because trade secret protection requires secrecy, while academic institutions generally advocate publication and open collaboration. Furthermore, determining whether trade secret protection is appropriate in academic institutions can be complex. This session will shed light on these challenges by covering the basics of trade secrets, guidelines for choosing between patents, copyrights, trademarks and trade secrets to protect inventions derived from academic institutions, and steps that academic institutions must take to protect trade secrets.

This webinar will be recorded live on January 30, 2024. The recording will be available within 30 days of the event date. You may pre-order the recording here.

The session will review the recent Amgen Supreme Court Decision, which found that Amgen's patent covering its cholesterol lowering drug Repatha invalid for lack of enablement. The claims of the patent are broadly directed to an antibody that binds certain epitopes on the PCSK9 enzyme. The session will involve analyzing the Supreme Court's rationale for lack of enablement and explore its impact on patenting strategies for life science discoveries more generally.

This is a recorded session from 2017's Agreeement Maintenance Course.We all celebrate the signing of a new agreement as a job well done, but living with the deal and the terms of the deal can be a full time job. Whether it is an exclusive license with a company promising to bring your technology to market, or an inter-institutional agreement with the co-owner of your intellectual property rights, how can you be sure that your partners are living up to their end of the deal? This session will focus on agreement compliance, focusing on both financial and non-financial terms. Learn about instituting pre-agreement procedures that enhance post-license compliance; convincing your colleagues that post-licensing compliance requires a "team" approach; and using checklists, correspondence templates, and your databases as tools for enhancing post-license, all while focusing on building and maintaining the relationships with your partners that are essential to getting technology and products to market and creating value.

This series of five webinars was recorded in January-February, 2022. Access includes all five sessions.

Topics include: Collaborative Research Agreements, Data Transfer Agreements, Material Transfer Agreements, Inter-Institutional Agreements and Confidential Disclosures

Increasingly, artificial intelligence (AI) is being applied in the medical field. From disease-specific diagnostics to patient-precise surgery and therapeutics, the AI architecture employs analytical software and patient-based training data. In this session, we'll discuss how universities, especially those affiliated with a medical school or research hospital, may be uniquely suited to license training data separately from analytical software. Collaborating universities and affiliates may pool their training data, resulting in a data collection that is in high demand by industry and new licensing opportunities.

This webinar will be recorded live on December 7, 2022. The recording will be available within 30 days of the event date. You may pre-order the recording here.

In the webinar, the co-presenters will engage in a hypothetical dialogue between a university licensing officer and an outside patent attorney discussing an AI innovation that the university is considering for patenting. They will explore questions including: whether the innovation is patentable, how to frame the claims for maximum licensing value, whether to divide the claims into multiple applications, and how the claiming format supports identifying licensing partners. The discussion will focus on practical issues raised by AI which could otherwise easily be overlooked, in a format that is designed to emulate the day-to-day challenges that universities face when patenting and licensing innovations in AI.

This webinar will compare litigation before the International Trade Commission (ITC) to that in District Courts and will cover some of the strategies, tactical considerations and advantages with respect to litigation in the ITC. This webinar is ideal for university technology transfer associates, directors, counsel, and intellectual property (IP) practitioners at law firms who represents clients in licensing, IP and litigation matters.

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.

This is a recorded session from 2017's Agreeement Maintenance Course. 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.

There is much excitement and hype about artificial intelligence (AI) and it will transform businesses in all industry sectors including energy, agriculture, law, finance, healthcare, and transport. The session will address commercialization strategies for AI systems, including an intellectual property strategy with layered IP rights to protect different aspects of the innovation, along with a legal toolkit to navigate ethical and legal considerations.

We are entering the third wave of the artificial intelligence (AI) evolution, which is disrupting and revolutionizing many industries. While some worry about the unchecked expansion of AI, others praise its potential to improve life. This panel will present the framework and terminology of AI and delve into some of its applications and impacts on technology transfer. Speakers from both university and industry will explore the challenges and applications in licensing practices, and describe non-traditional university-industry deals, while exploring applications, including healthcare indications and social media. Proposed solutions will be presented and speakers will address the background and current state of AI patent subject eligibility.

This webinar will be recorded live on April 20, 2021. The recording will be available within 30 days of the event date. You may pre-order the recording here.

While technology transfer has profound impacts worldwide, communicating results can be a challenge and it would be naïve to assume there's no room for improvement. But how do we demonstrate how we are doing and identify where we can improve? This session will look at several different approaches being developed outside of the traditional long time lag metrics to enable offices to critically assess their performance and identify opportunities for improvement. If you're responsible for office leadership and performance improvement or reporting, this can't miss session is for you.

Join us for this webinar and learn more about the recent iEdison software upgrade. Hear highlights of the upgrade, why it happened, what has changed and how these changes will ultimately benefit institutions, iEdison and the entire Bayh-Dole reporting process.

A lot has changed since the iEdison software upgrade that happened several months ago. Come join us and hear the highlights of the upgrade, why it happened, what changed and how these changes affect but will ultimately benefit our institutions, iEdison and the entire Bayh-Dole reporting process. Our speakers will share with you where you can go for help with questions about reporting and for training on how to use the system since the upgrade. We will also briefly discuss some general concerns about current non-compliance, give evidence of same, and consider the possible effects from non-compliance. Most important of all, we will ensure there is plenty of time left to answer all of your Bayh-Dole compliance questions and provide speakers who bring both the NIH perspective and the iEdison data entry and reporting perspective. You don't want to miss this opportunity!

This webinar provides an overview of the Bayh-Dole reporting requirements, focusing on the newly revised regulations, commonly referred to as "Bayh-Dole II." Participants receive guidance on the information and tools needed for the proper and timely reporting of inventions, patents, and utilization reports in iEdison and recommendations on how institutions can clear outstanding iEdison notifications.

Researchers know their technology better than anyone. This means they can be a technology transfer office's (TTO) greatest asset when pitching to prospective licensees and partners. Ironically, it also means they can be (shall we say) a bit of a liability in marketing interactions. This session will help TTOs give researchers the skills and insights they need to stay on the asset side of the technology marketing balance sheet. You will come away with helpful tools you can use immediately, including effective coaching techniques, how to prepare for specific licensing targets, and recommendations for training frequency and follow-up.

This webinar will be recorded live on June 1, 2023. The recording will be available within 30 days of the event date. You may pre-order the recording here.

Some universities aid faculty with review and administration of consulting services they provide to industry while holding down their academic positions. What are the benefits of a university providing this service to its faculty? Why is this relatively common in the United Kingdom, but less common in the US?

If your office is thinking of adding value and intrigued about adding this service, join us for this interactive webinar where you'll learn from the heads of Oxford and Cambridge's Consultancy Services as well as colleagues from the US who have set up a service at their institution.

Have you ever wondered what it takes to participate on a corporate or scientific advisory board? This is an elusive subject to many, but it particularly affects women. Women hold just a small number of board seats (both Corporate and Scientific Advisory Boards). In 2015, the 2020 Women on Boards Gender Diversity Index of Fortune 1000 companies showed that 17.9% of corporate directors were women. That number drops to 10% for biotech companies. These numbers are disproportional when you consider that women comprise about half of the total U.S. workforce, hold half of all management positions, and are responsible for almost 80% of all consumer spending. Another longitudinal study including 500 companies, suggested that the percentage of women on SABs never exceeded 10.2% . In the meantime overwhelming evidence from various sources states that companies with more diversity at the highest levels see a higher return on investment overall. This FREE webinar will review best practices, existing programs and other efforts to demystify this process.

There is growing interest among graduate students and postdoctoral fellows in technology transfer careers. However, transitioning into this field can be challenging. This free webinar will discuss the various roles within a technology transfer office, the skills required and strategies to transition into, and develop, a career in technology transfer. Seasoned tech transfer panelists will share their experiences in the field, the challenges they faced, and suggestions for building a successful career. In addition, the session will cover the skills and qualifications that an early stage technology transfer professional should develop to successfully progress, such as CLP and RTTP certifications.

Technology transfer offices are seeing more and more software disclosures. Software developed in research organizations often includes components downloaded from the Internet that include their own license terms and obligations. Meanwhile, researchers often want to release their software under an open source license while pursuing their commercialization interests. How does a licensing professional navigate the multitude of available open source licenses to select the appropriate license? What are the implications of releasing software with an MIT license versus Apache? Will the release of software under an open source license impact its patent filing? Is it possible to build a successful start-up using software released under an open source license? These are just some of the questions we'll tackle.

• Intellectual Property and Bankruptcy: When Worlds Collide
• Big Data, Big Opportunity: The What, How, Dos and Don'ts of Licensing Data
• Top 10 Court Decisions of the Year That Affect Licensing
• Software Licensing: Not Your Traditional University Deal
• Fostering Innovation in Underrepresented Groups (ETHICS)
• Academic Institutions Also Have Secrets: Avenues for Protecting Trade Secrets in Publish-or-Perish Environments
• AI and Precision Medicine: IP and Licensing Opportunities
• Protecting Trade Secrets Disclosed to the FDA
• Patent Strategy, Litigation & Applicability for Institutions of Higher Ed
• Patent Eligibility and Technology Management: Should You Look Outside Your US Comfort Zone for Patenting Diagnostics Inventions?
• A Comparative Analysis of Litigation in the International Trade Commission and District Court
• Patenting COVID-19 Related Inventions
• Assignments: The Bad and the Ugly
• Inequitable Conduct: How to Protect Your Patents from this Unenforceability Trap (ETHICS)

Join us to learn the Who, What, When, Where and How of communicating effectively. Our presenter will demonstrate tools to help you advance in your career. Learn how to evaluate whether your communications are being heard by the right audience.

A heightened interest in Bayh-Dole Compliance (BDC) has emerged, giving rise to scrutiny by Federal agencies of recipient entities. High profile requests to enforce compliance, along with changes made to the manner and the content of reporting regulations, have heightened the stakes. The presenters will discuss the challenges that technology transfer offices face today with regard to compliance and how to navigate the new playing field. Attendees will learn how to be compliant under the recently promulgated regulations, who is filing petitions requesting the government to take title to inventions, and what the differing agency views are on US manufacturing requirements.

Crowdfunding is a developing area of capital raising with wide ranging implications for enterprises from small, to emerging, to mature. We will discuss some of the key developments in the regulatory and industry landscape related to crowdfunding and educate on a must-have lexicon for conversation in the space.

This webinar will be recorded live on January 25, 2024. The recording will be available within 30 days of the event date. You may pre-order the recording here.

This webinar will discuss the potential impact a deal sheet has on your career advancement. Different types of deal sheets will be reviewed along with the types of deals to be added to your deal sheet. Don't know where to get the information that should be included? Join us to find out! Also of value, what not to add to the deal sheet in terms of confidentiality will be reviewed.

This webinar will be recorded live on November 9, 2021. The recording will be available within 30 days of the event date. You may pre-order the recording here.

While there is no one-size-fits-all model for tech transfer offices at universities, many are moving beyond the transactional and expanding the scope and responsibilities to demonstrate impact. As more and more departments touch entrepreneurship and innovation, tech transfer offices must identify new ways to partner for success, compete for resources, seek in funding opportunities, define the role within the academic innovation ecosystem, and earn a seat at the table.

Join us for a presentation and robust discussion on what the future holds for the profession including:

• Should tech transfer offices' roles move towards or away from transactional work? How do we transition from technology transfer to innovation management?
• How do tech transfer offices fit in the expanding role and size of the academic innovation ecosystems?
• What non-traditional funding opportunities exist for growth

In this session, we'll will cover design patents, including the parts of an application, when and how to file (both US and International), combining with other intellectual property to create a portfolio, and stories from the trenches. This will be useful for those who have never filed a design patent, or who have filed one and aren't sure what to do with it. The panel will be geared toward introductory education, but will help participants at every level.

Need-driven innovations can be a valuable addition to our traditional IP portfolios arise from basic research. However, focused outreach and resources are necessary to facilitate need-driven innovations successfully. Such efforts could better address unmet needs in the marketplace. Discussions would be focused on the medical device industry but applicable to other industry sectors. Panel members will discuss their methodologies and experiences regarding interacting with innovators to facilitate and advance need-driven innovations.

In this session we'll showcase innovative Masters-level law programs as a source for recruiting talent for licensing positions at universities. Attendees will gain an understanding of the value of the programs and how they prepare students for the licensing profession. Three different programs will be highlighted: MS in Law at Northwestern University Law School, MS in Law: Life Sciences at Suffolk University, and Master of IP Management & Markets. The panelists will share success stories and aspects of each of the programs and illustrate how students are learning real world applications.

This is a recorded session from 2017's Agreeement Maintenance Course. Are you looking for somewhere to discuss specific issues you struggle with in your job? Are you searching for resources that will give you a way forward in managing your institution's agreement portfolio? Do you need a place to start? Your search is over! We will use this time to discuss actual challenges faced by our attendees. Join us for this facilitated discussion where we will pool our experiences and solutions to talk about real-world situations that can (and must) be addressed within our individual scenarios and institutions.

The repurposing of therapies for alternative disease indications is an attractive approach that can save significant investments of time and money during drug development. It can also generate highly marketable technologies for the savvy university. Repurposed drugs are generally approved faster, are awarded market approval at a rate three times higher than new drug applications, and at half the cost associated with new drug applications. Academic researchers have successfully begun integrating repurposing into their grant applications from both federal and private donors. In this webinar, we will discuss these themes as well as what, from a university perspective, can lead to a successful program in licensing repurposed drug assets. Particular emphasis will placed on how to develop strong patent strategies for repurposed drug assets.

2020 has been a challenging year. Tech transfer offices have faced unique challenges courtesy the pandemic crisis. In this session, we will share tips and best practices for managing effective tech transfer offices and licensing programs in a post-COVID world. Join this conversation for lessons learned from academic, industry and consulting perspectives.

In any and every relationship, communication is key. This includes marketing individual technologies. In this webinar, we will discuss the roles and responsibilities in marketing new technologies, as well as tips for improving communication and building meaningful relationships.

The focus of this webinar is highlight the challenges and opportunities currently facing smaller tech transfer offices. While smaller offices may be "resource constrained," their size allows them to potentially more efficient and response due to its lean nature. Both presenters will provide insights from their respective ecosystems and the rationale for their methods and strategies within their respective institutions. Attendees of this course should ideally come away with ideas and approaches for better strategies and tactics to make their office more efficient and effective for its key stakeholders.

With reductions in public funding and amid enhanced attrition, costs and competition in drug development, the benefits to academic researchers, research institutions and industry for open collaborative partnerships is greater than ever before. While basic science breakthroughs continue to be crucial, more immediate and predicted practical impact have become increasingly essential to all parties. Consequently, more collaborative, shared-risk/reward, smaller ´pilot’ partnerships are becoming the more typical relationship between industry and research institutions. Those limiting their institutions to the large, open-ended and fee-for-service contracts are likely to find increasing frustration as this decade progresses. Understanding this emerging vision for mutually productive collaborations will allow your research institute to compete effectively for the increasingly more competitive funding, notoriety and, yes, royalties, now and in the foreseeable future.

This webinar will be recorded live on November 15, 2022. The recording will be available within 30 days of the event date. You may pre-order the recording here.

Students and researchers do not need to develop the same level of entrepreneurial skill competency when exploring research commercialization as startup founders. Early-stage startup founders don’t need to establish proficiency in the same entrepreneurial skills as founders later in the startup journey. Not all startup ecosystem players need to develop programs to support all types of founders for all entrepreneurial competency proficiency development along the startup journey.

This session will introduce two detailed & actionable frameworks to support intentional program design, focusing on driving right-sized learning outcomes to support specific progress from idea to impact. A discussion will follow on how Dalhousie University adopted these frameworks within Dal Innovates and the I-INC network with the Scientist to Entrepreneur suite of programs to support program alignment and optimization at both organizations

For many universities, the decision whether to file for patent protection for an invention is multi-faceted and challenging. Not only can these filings be expensive, but many foreign countries have patentability and enforcement challenges that are different than those encountered in the United States. Additionally, drafting claims for the US does mean compliance with the rest of the world. In fact, there may be opportunities overseas for subject matter that are difficult to protect in the US. This webinar will examine the requirements for patenting inventions in Australia, Brazil, Canada, China, Europe and Japan and provide practical tips for universities to consider when making strategic filing decisions.

This webinar will help explain the goals of the USPTO SUCCESS Act, the IDEA Act bill, and other government activities centered around diversity in patents. We will give a history of inventorship by women and minorities, including the USPTO's SUCCESS Act Report and Progress and Potential report, WIPO's report on women inventorship, and provide an understanding the year 1899 for African-American inventorship. We will also review the findings of several key reports to better understand the reasons for gender and minority gaps in patent ownership. Finally, we will discuss how the federal government signed the SUCCESS Act into law on October 31, 2018 upon recognizing these significant gaps. Q&A will follow.

Providing founders with a “fair and equitable” equity share can be critical to the success or failure of a start-up. This webinar will cover equity distribution for the founders of start-ups based on intellectual property.. Panelists will highlight key issues and make recommendations based on best-practices. They will present their experiences, showcasing what went right, what went wrong, and why. Join this important webinar to get a roadmap on how best to proceed.

This is a recorded session from 2017's IP Compliance Course. This session will provide an overview of the filing process in foreign jurisdictions, i.e. from a Patent Cooperation Treaty (PCT) application to National Stage and hopefully to Issuance, as well as offer tips for managing those 'bumps in the road' that may arise. Foreign applications can be big money and there are many variables involved, unlike U.S. practice which is a bit more structured, so having as much information in your arsenal of knowledge is essential to maintaining a systematic workflow and reasonable budget throughout prosecution.

This webinar was recorded live on May 11, 2023. The recording will be available within 30 days of the event date.

What is generative AI? Why should you care? In this session, you will discover the current state of AI and applications, such as ChatGPT, that are already at your disposal. Learn how you can implement these tools in your office, some of the most pressing risks and concerns your office might face, and a look into what's coming next.

This is a recorded session from 2017's Agreeement Maintenance Course.Your agreement is fully executed, the database is populated, everything is chugging along like a well-oiled machine. Until it isn't. In this session we'll discuss common hiccups in agreement management with suggestions on how to keep things on track. Challenges will include new licensee personnel, the acquisition of your licensee by another company, new interpretations of old language, and agreement amendments. Join us for a look at adding technology, dropping technology, acquainting new folks with their obligations, and the work that goes along with this.

Take a deep dive into Silicon Valley Bank's 2021 Annual Report with their Medical Device and Healthtech portfolio Director. The report recaps 2020 healthcare venture investment and exit activity, and sheds light on trends and predictions for 2021.

Licensing associates are on the front lines of tech transfer office operations: They work directly with faculty members, negotiate deal terms with industry counterparts, coordinate patent prosecution strategies, market technologies, educate and manage expectations, and so much more. A successful licensing associate must be able to shift gears rapidly and move nimbly from one topic and task to another. This webinar will examine the qualities that factor into the decision to hire a licensing associate, with a focus on both the essential "hard" qualifications that are a prerequisite for success, as well as the "soft skills" that are fundamentally just as important when selecting the right person for this challenging role. This webinar will be particularly helpful for tech transfer directors and managers in charge of hiring, and candidates seeking to land licensing associate job.

Since 2014, AUTM has hosted several Partnering Forums around the country, each focusing on a specific industry. These meetings provide technology transfer professionals from industry and universities a unique opportunity to network in a particular technology sector and explore opportunities to form collaborations in areas such as intellectual property licensing, research and other areas. Does your university have an interest in helping to create such an event? Proposals are welcome from both universities and companies. This webinar discussion will include information on how to host an event and what is required of the host. We will provide insight into factors to consider when putting together a Partnering Forum proposal to help guide you to a successful event.

Since 2014, AUTM has hosted several Partnering Forums around the country, each focusing on a specific industry. These meetings provide technology transfer professionals from industry and universities a unique opportunity to network in a particular technology sector and explore opportunities to form collaborations in areas such as intellectual property licensing, research and other areas. Does your university have an interest in helping to create such an event? Proposals are welcome from both universities and companies. This webinar discussion will include information on how to host an event and what is required of the host. We will provide insight into factors to consider when putting together a Partnering Forum proposal to help guide you to a successful event.

Since 2014, AUTM has hosted several Partnering Forums around the country, each focusing on a specific industry. These meetings provide technology transfer professionals from industry and universities a unique opportunity to network in a particular technology sector and explore opportunities to form collaborations in areas such as intellectual property licensing, research and other areas. Does your university have an interest in helping to create such an event? Proposals are welcome from both universities and companies. This webinar discussion will include information on how to host an event and what is required of the host. We will provide insight into factors to consider when putting together a Partnering Forum proposal to help guide you to a successful event.

North by Northwest (NxNW) is an £8 million expansion of the successful UK-based Innovation to Commercialization of University Research (ICURe) pilot program that supports getting commercially-promising faculty to market quickly. During this pilot, we identified "business mentors" to help accelerate commercialization and developed a way to engage and incentivize these mentors to support "deal" activity. In order to make the effort scalable, we deployed an online crowd-sourced platform and encouraged our business mentors to follow license-based milestone principles. In this webinar, we will share our experiences identifying external, domain-specific "business mentors" and in building stronger teams.

The recent Nature Biotech article "Biotech Living & Walking Dead" has prompted a lively discussion within the AUTM community. There is no question that start-ups arising from the innovations discovered on our campuses are an important resource for the commercial translation of our nascent technologies, an outlet for the entrepreneurial aspirations of our faculty and students, and a vital source of economic development for our host communities and nations. However, the article has provoked a useful dialogue around what we measure and what impact we are hoping to achieve. This moderated discussion will center around two of Peter Drucker's most famous maxims: "If you can't measure it, you can't improve it." and "Management is doing things right; leadership is doing the right things." This virtual event will begin with a panel discussion, and will also include an open Q&A forum as well as virtual breakout rooms for smaller group discussions.

In a unanimous decision on Helsinn v. Teva, the Court held that the sale of an invention to a third party, who is required to keep confidentiality, qualifies as prior art under the AIA. This ruling will affect post-AIA patent practice and is expected to have a major impact on prosecution, other court cases, and Patent Trial and Appeal Board proceedings. Join us to learn how it will affect you and pitfalls to avoid.

This webinar will be recorded live on August 15, 2023. The recording will be available within 30 days of the event date. You may pre-order the recording here.

Have you ever wondered why some entrepreneurs are wildly successful, mediocre or destined to fail? Attracting the right industry partners can make or break the commercial viability of an early-stage/startup technology solution-whether it's a product, service or both. In this session you'll learn how to create compelling reasons for a company to partner with your TTO and foster conversations that lead to meaningful relationships and commercial success. We will share real-world examples from our experiences.

Technology transfer is a field beyond the lab bench. The overall goal of science is to create breakthrough products to help people live a better life. What most people aren't aware of is technology transfer sits at the juncture of scientific research and the end product. This webinar will focus on TTO professionals interested in this exciting field and turning their interest into a career choice: what helps and what doesn't. Presenters will give insight on how they personally transitioned from the lab bench to their first tech transfer job.

This webinar will be recorded in 2020 and will be available within 30 days of the live event. You may pre-order the webinar now.
Federal labs in the United States are a unique resource for the private sector to support technology and innovation advancement. In fact, more than $43 billion (or more than one-third of the federal R&D budget) funds innovation at the nation's more than 300 labs. In this session, we'll focus on the resources available and the strategies needed to get access to the labs. You may not know it, but it is the policy of the federal government that the private sector has access to, and full use of, the results of the lab's work. This means you can license lab innovations, collaborate with lab subject matter experts and have access to technical data, special facilities and more.

Crowdfunding is a developing area of capital raising with wide ranging implications for enterprises from small, to emerging, to mature. We will discuss some of the key developments in the regulatory and industry landscape related to crowdfunding and educate on a must-have lexicon for conversation in the space.

Make the most of the networking opportunities at the AUTM Annual Meeting. Join us for an insider's guide to effective partnering at the AUTM 2020 Annual Meeting. This FREE AUTM webinar will help you prepare for the ultimate networking experience in San Diego, CA, March 8-11. Our speakers will share their perspectives on how to make the most of partnering and managing your network at the annual meeting. And yes, they will tell you in their own words what NOT to do when meeting with industry. Join us to find out what to do before, during and after the annual meeting to make it a productive event for you and your colleagues.

This webinar will be recorded live on December 1, 2022. The recording will be available within 30 days of the event date. You may pre-order the recording here.

While IP professionals have been discussing the new European patent system for many years, its upcoming implementation in 2023 may have caught stakeholders off-guard. In this AUTM webinar, European-based IP attorneys will cover major aspects of this new patent system so that university technology transfer professionals and other AUTM members can be adequately prepared.

With the signing of the Study of Underrepresented Classes Chasing Engineering and Science Success (SUCCESS) Act (Public Law No: 115-273) into law in October 31, the federal government recognized the significant gap in the number of patents applied for and obtained by women, minorities and veterans. In this webinar, we'll provide a brief review of the history of inventorship by women and underrepresented minorities, and review the goals of the SUCCESS Act and other government activities around diversity in patents. During the session, we will focus on two successful programs that center on increasing and supporting female inventors and entrepreneurs. These programs have been implemented at Ohio State University (REACH program/Advance grant) and Washington University in St. Louis (WIT program), and we will discuss the goals and objectives of these programs, the resources required, and any barriers to implementation. Representatives from each university will share the successes of their programs and lessons learned that might be valuable for other university administrators in assisting underrepresented female faculty in becoming inventors and entrepreneurs.

This webinar was recorded on December 6, 2018 and will be available within 30 days of the live event. You may pre-order the webinar now.
The IDEA Center was started in Feb. 2017 to help the University of Notre Dame become a best-in-it's-class player in the translation of innovation and research into solutions that benefit mankind. To that end, the Center was built as a venture builder - an organization providing or accessing all resources needed to advance technologies through the commercialization process. One of the core goals of the Center was to start valuable companies. Utilizing venture building resources, combined with the commercialization engine process and access to the Notre Dame network, the IDEA Center started 27 companies in its first fiscal year of operation. During this session, presenters will showcase the five actions taken by the Center that made an impact in accomplishing Notre Dame's vision. We will also explain the Center's new operational structure, focusing on specialization compared with current structures, and discuss Notre Dame's reasons for starting the IDEA Center, describing current and future sources of funding.

The IDEA Center was started in Feb. 2017 to help the University of Notre Dame become a best-in-it's-class player in the translation of innovation and research into solutions that benefit mankind. To that end, the Center was built as a venture builder - an organization providing or accessing all resources needed to advance technologies through the commercialization process. One of the core goals of the Center was to start valuable companies. Utilizing venture building resources, combined with the commercialization engine process and access to the Notre Dame network, the IDEA Center started 27 companies in its first fiscal year of operation. During this session, presenters will showcase the five actions taken by the Center that made an impact in accomplishing Notre Dame's vision. We will also explain the Center's new operational structure, focusing on specialization compared with current structures, and discuss Notre Dame's reasons for starting the IDEA Center, describing current and future sources of funding.

This webinar was recorded live on February 9, 2023. The recording will be available within 30 days of the event date.

Utilization reporting provides funding agencies with valuable information on the outputs of their extramural research programs. They allow the agencies to track successes, ensure compliance with specific statutory requirements, and realize the full impact of federal funding and the return on investment for taxpayer investment in research.

Recently the Interagency Working Group for Bayh-Dole (IAWGBD) has agreed to make specific changes in utilization reporting, which will go into effect on October 1, 2023. Agencies participating in iEdison will begin asking for annual utilization reporting. In the past, some agencies would ask for these utilization reports regularly via iEdison at the end of the contractor’s/awardee’s fiscal year, while others might ask for them outside of iEdison on an ad hoc basis. Additionally, the IAWGBD is developing a standard set of questions, modeled after the existing questions, to be asked by every participating agency. However, each agency can ask for supplemental questions related to inventions made with funding from that agency.

Join this webinar, led by National Institute of Standards and Technology (NIST), where we will go over these changes in more depth, discuss how iEdison is being updated in association with these changes,Êlet awardees know how they can prepare for the changes, and answer questions.

This is a recorded session from 2017's Agreeement Maintenance Course.>Often part of managing license agreements involves third-party considerations, whether in the form of obligations that arise from a research agreement, or from inter-institutional agreements and co-owners of the licensed IP. These third-party agreements introduce additional monitoring and reporting activities for the contract administrator. We will examine several of the main components involved in working with inter-institutional agreements, including patent management between your institution and the third-party, managing financial obligations in multiple directions, and the impact of third party agreements on license terms.

Join this webinar and learn the fundamentals of U.S. intellectual property protection for plants by comparing and contrasting plant variety protection (PVP), versus utility patents and the main criteria for obtaining PVP. The second component discussed will be the aspects of licensing PVP varieties, looking into both the licensor and licensee responsibilities and obligations.

This webinar will be recorded live on December 8, 2021. The recording will be available within 30 days of the event date. You may pre-order the recording here.

This webinar will set forth data-driven, thoughtful and specific insights for the two most-employed proceedings at the PTAB: Appeals and Inter Partes Reviews.

When allocating resources, tech transfer office directors will want to know how to improve the likelihood of obtaining and enforcing patent protection for university-generated research. Obtaining insights directly from a former Administrative Patent Judge will enable tech transfer offices to have a competitive advantage in negotiating tech transfer deals.

During this webinar, attendees will come to understand the appeal process to obtain more robust patent protection and be able to describe how universities and partner companies can enforce patent protection by defeating challenges to patent validity at the Patent Trial and Appeal Board.

Join us for an analysis of the many challenges affecting intellectual property when the owner or licensee of intellectual property (IP) files for bankruptcy. We will discuss the treatment of IP under the "Bankruptcy Code" and how not all IP is treated equally. We'll analyze the rights granted to IP licensors an licensees when their counterparties file for bankruptcy and the options available to them (and the actions that they need to take to protect their interests). We'll also discuss how IP can be acquired or sold through bankruptcy, and strategies that parties can use, before bankruptcy, to protect their IP rights. The Supreme Court's upcoming decision on the treatment of trademarks will be discussed.

This is a recorded session from 2017's IP Compliance Course. 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.

Most license agreements include clauses allowing the licensor to charge interest on overdue license fees, royalties and reimbursements. However, many institutions either don't include these clauses in their contracts, or don't invoice for interest on overdue payments. Some universities are missing out on millions of dollars in interest due to late payments, or paying substantial amounts of interest to their own bank due to late payments causing cash flow delays. In some cases, interest may also be charged on damages for breaching an agreement, and institutions are missing out on interest when they settle a matter out of court. There are a number of reasons why some universities do not include interest clauses in their contracts, or do not charge interest on late payments. For lawyers, this could be because an interest clause is not included in template documents, because a standard clause is not available, or because there is a lack of understanding of the institution's financial procedures. From an accounting perspective, this may be because the institution's systems make it difficult to charge interest, or because of a poorly drafted clause in the contract. For licensing officers or business development managers (BDMs), there can be commercial pressure not to include these clauses, or a limited understanding of how simple it can be for interest to be charged if necessary. The purpose of this course will be to inform lawyers, accountants and BDMs about why interest would be charged, how to include interest charging in your contract, and how to charge interest in the event that someone is late. Our team will take you through a range of issues that you need to think about to be able to charge interest, implement the practice, and clear up some of the complexities so that it is easier for BDMs, lawyers and accountants to work together in this area. By the end of the webinar, a tricky and complicated topic should be simpler and easier to understand for all involved.

Most license agreements include clauses allowing the licensor to charge interest on overdue license fees, royalties and reimbursements. However, many institutions either don't include these clauses in their contracts, or don't invoice for interest on overdue payments. Some universities are missing out on millions of dollars in interest due to late payments, or paying substantial amounts of interest to their own bank due to late payments causing cash flow delays. In some cases, interest may also be charged on damages for breaching an agreement, and institutions are missing out on interest when they settle a matter out of court. There are a number of reasons why some universities do not include interest clauses in their contracts, or do not charge interest on late payments. For lawyers, this could be because an interest clause is not included in template documents, because a standard clause is not available, or because there is a lack of understanding of the institution's financial procedures. From an accounting perspective, this may be because the institution's systems make it difficult to charge interest, or because of a poorly drafted clause in the contract. For licensing officers or business development managers (BDMs), there can be commercial pressure not to include these clauses, or a limited understanding of how simple it can be for interest to be charged if necessary. The purpose of this course will be to inform lawyers, accountants and BDMs about why interest would be charged, how to include interest charging in your contract, and how to charge interest in the event that someone is late. Our team will take you through a range of issues that you need to think about to be able to charge interest, implement the practice, and clear up some of the complexities so that it is easier for BDMs, lawyers and accountants to work together in this area. By the end of the webinar, a tricky and complicated topic should be simpler and easier to understand for all involved.

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. Finally, we will end with a question and answer section.

This is a recorded session from 2017's IP Compliance Course. Invention disclosures are the foundation for the entire technology transfer process. This session will cover the overall process of disclosing an invention including why inventions are disclosed (the basics of Bayh-Dole) and the role of the technology transfer office. You will learn the key components of a disclosure, the importance of gathering accurate and complete information in the disclosure and the importance of that information. The session will describe how administrative staff can be effective in working with licensing staff and faculty.

It can be frustrating when your researchers don't understand inventorship. It's different from authorship, but what does that mean? How can I be an author and not an inventor? What sort of documentation do I need to support my claims? The questions can be endless and time consuming. A panel of attorneys and tech transfer experts will help those new to the profession find answers, and provide an opportunity for more seasoned professionals to share their favorite (or most hair-raising) stories.

This free webinar will provide an introduction to the fundamentals of intellectual property that can be applied to software innovations. Course includes an overview of patents, copyrights, trademarks and trade secrets. Some basic computing and software terms will also be discussed.

Learn the basics of patenting blockchain technology! We'll start by demystifying blockchain technology. Then we'll guide you on which aspects of blockchain innovations can be patent protected. Learn what information to gather and include in disclosures. Receive tips and tricks to improve patent eligibility and avoid divided infringement.

This webinar will review the key elements for supporting the identification, formation, and growth of start-ups spinning out of universities, based on university IP.

This is a recorded session from 2017's Agreeement Maintenance Course. One of the most difficult tasks related to technology transfer is managing and controlling patent expenditure. We really don't like surprises! There are various methods that can be utilized to help TTOs with this process, such as implementing good habits with service providers, requesting estimates and setting caps for commissioned work. We will also discuss some practical ways to simplify and improve the legal invoice review process to allow case managers to focus on licensing rather than being bogged down reviewing legal expenses, as well as processing legal invoices and electronic expense import (EEI). We anticipate that each attendee will leave with fresh ideas on how to improve this process in their own institution.

This is a recorded session from 2017's Agreeement Maintenance Course. Financial management is a critical function of any technology transfer office. This session will cover major areas of financial management: budgeting for operations including forecasting; tracking revenue/expenses recovery; managing equity (real and imagined). Attendees will learn basic financial management associated with the administration of a technology transfer office including benchmarking for budgeting purposes and managing expenses/revenues.

This is a recorded session from 2017's Agreeement Maintenance Course.Each technology transfer office has its own established policies and procedures for distributing licensing or royalty income. Taking care of this administrative task in an accurate, consistent, and timely manner may not always generate accolades from recipients of the income but failure to distribute properly will likely generate unfavorable responses. This session will demonstrate the importance of understanding the terms and status of agreements, understanding royalty distribution policies, communicating with royalty participants, establishing a standard royalty distribution process, and avoiding obstacles while completing the distribution. This group will discuss the framework as well as provide useful tools that can help technology transfer professionals smoothly carry out this important task.

This webinar will look at both the University and community organizations that can contribute to the commercialization of technologies stemming from University discoveries - from the university library system, entrepreneurship programs, law colleges, local entrepreneurial communities and service providers. Through this webinar, we seek to help you identify and engage your support system for emerging technology.

Do you know where all your pennies are going? Initiating, tracking and confirming financial transactions is critical to every technology transfer office. This course will discuss how to ensure your own financial records are accurate and complete, with ideas and tips on how to keep them that way. We will look at best practices, reconciliation, tracking "clean-up" progress, and the benefits of these activities. (Audio Only)

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.

This is a recorded session from 2017's IP Compliance Course. You will learn various "tricks of the trade" in an informal, collegial setting with our panel of experts. Some of the tips and tools shared will include: tracking intellectual property (IP) deadlines; keeping forward momentum during prosecution; reviewing and approving legal expenses; cost management; using patent annuity services; navigating and searching Public Patent Application Information Retrieval (PAIR) and other PTO websites; tracking metrics; and more.

Telling your success stories is an essential element of building your reputation and your brand. How can you leverage this key skill for maximum impact for your office and your institution? In this webinar, attendees will learn about the concept of core messaging, and how to apply it to press release and article writing. We will also cover communications planning, and how to promote your story for maximum reach and impact.

This webinar was recorded live on January 24, 2023. The recording will be available within 30 days of the event date.

Regulatory approval and patent protection are key milestones for the success of any medical device. While the legal pathways to achieve each are distinct, there are important areas of interplay between the two. This webinar will address the FDA’s regulatory approval processes, common pitfalls to avoid, and how to effectively coordinate with attaining and maintaining patent protection for medical devices.

Each technology transfer office has its own policies and procedures for distributing licensing or royalty income to inventors and their departments and what information they provide their PIs with ahead of time and at distribution time. Taking care of this administrative task in a fair, consistent, and timely manner may not always generate accolades from recipients of the income. However, failure to distribute licensing income properly will likely generate unfavorable responses from the stakeholders of the income. This webinar will discuss the framework as well as useful tools that can help technology transfer professionals smoothly carry out this important task.

How well does your university engage its users? Listen to the experts discuss issues and challenges of defining and measuring suitable metrics for technology transfer offices. This webinar will focus on the valid measures for demonstrating engagement, the impact and challenges of defining metrics for reporting at a national and international level.

The difference between real success and an average career as a tech transfer professional lies in mindset. The mindset you bring to your job has enormous impact on your professional accomplishments, job satisfaction, and your personal happiness. Tech transfer is a unique job that requires a unique mindset. The qualities of how you think in your job - your mindset - can make the difference between professional success and perpetual frustration. This session will stimulate you to think about how you think, and will provide ways to innovate and improve how you approach your professional responsibilities.

Universities often do not enforce valuable intellectual property claims because of a perceived financial barrier-hiring top-tier legal representation would cost millions of dollars, out-of-pocket. A University may not want to risk that financial downside to pursue a claim that has an uncertain upside. There are two ways, however, that Universities can solve this problem. First, Universities can hire top-tier law firms that represent intellectual property owners on a full contingency basis. These law firms can cover all legal fees and costs associated with an enforcement action. Second, litigation funding sources are eager to fund good intellectual properly enforcement programs. Using a litigation funding source, a University can select a law firm of its choice to enforce its intellectual property, while the outside funding company pays legal fees and costs. This session will cover the nuts and bolts of each approach, the pros and cons, and best practices.

This webinar will be recorded live on May 9, 2024. The recording will be available within 30 days of the event date. You may pre-order the recording here.

Don't miss this chance to sharpen your non-confidential deck crafting skills in preparation for your next partnering event. Gain mastery over preparatory strategies essential for successful partnering meetings. Join AUTM's upcoming webinar for insights into crafting compelling non-confidential decks tailored for academic-industry partnerships. Explore the intricacies of data presentation, understanding what to include and exclude from non-confidential slide decks. Engage with panelists as they share strategies for effectively presenting data to potential partners, facilitating thorough evaluation. Discover how TTOs can customize their data presentation to align with the diverse needs and interests of various collaboration types, thereby maximizing engagement and partnership potential. Panelists will provide valuable tips for effective follow-up post-partnering meeting, ensuring continued momentum and fruitful collaboration opportunities.

Nonprofit foundations and charities can be a critical source of research support. Increasingly, foundations are taking a more assertive approach to managing the intellectual property (IP) that arises from funded projects. How can technology transfer professionals navigate these changing and challenging expectations from foundation grant-makers? Panel topics will include understanding the foundation-side rationale and their interest in more extensive IP management, strategies for negotiating IP language with foundations, and avoiding conflict between the tech transfer office and other academic stakeholders. You'll take away a host of best practices for negotiating with foundations.

In 2014 the U.S. Patent and Trademark Office finally issued its new Interim Guidance on Patent Subject Matter Eligibility (Interim Eligibility Guidance). This Interim Eligibility Guidance is subject to notice and comments until March 16, 2015, however, it immediately supersedes prior guidance issued after the Mayo and Myriad decisions and supplements the prior Preliminary Instructions issued after the Alice decision. Come listen and learn as we simplify and explain the new Interim Eligibility Guidance, the USPTO's new three step process to perform a complete patent-eligibility analysis and provide the framework for discussions with Examiners at the Patent Office.

Learning Objectives

This webinarwas recorded live on April 4, 2023. The recording will be available within 30 days of the event date.

Expanding Business networks, tapping into diverse perspectives and strengthening teamwork, collaboration and innovation - these are the outcomes you can expect when you embrace equity, diversity and inclusion as a business imperative. Numerous studies have shown that diverse teams are more creative, productive and perform better than non-diverse teams.

In this webinar, you will learn the why and how of inclusive leadership that fosters a culture where everyone feels valued and respected. Using the AUTM Equity, Diversity and Inclusion (EDI) Toolkit as a learning tool, we will discuss how to develop the a unique EDI strategy and system that is most relevant for your organization. We will cover understanding implicit and structural bias, improving global and cultural awareness, key best practices and how to measure impact.

This session will cover various intellectual property topics relevant for many non-profits and the research institutions that they fund, including: the non-profit funder's approach to intellectual property; the essential elements of the non-profit funder's intellectual property policy; and partnering with the non-profit funder after an invention has been created. The speakers will discuss National Multiple Sclerosis Society's intellectual property policy as it relates to university technology transfer practices and objectives. Dr. Allegretta will provide his organization's insights and experiences, and Dr. Lu will draw from her experience working with numerous other non-profit funders. Dr. Lu will also describe the work of the Non-Profit Funder Research Institution Partnership, a group of research institutions and non-profit funders whose goal is to establish a framework that encourages long-term effective collaborations between their organizations.

In this webinar, we will walk through the legal considerations surrounding patents, including strategy, litigation and applicability. This is of particular interest to tech transfer offices as universities across the US identify strategies to bring new technologies and products to market, as well as the risks. We will cover why patentability searches are necessary from both a defensive and offensive standpoint and review the intricacies of patent applications and patent analysis. We will review what the road to patentability entails and discuss positioning for patent litigation and the potential scenarios that a university tech transfer group may face.

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.

This is a recorded session from 2017's IP Compliance Course. Join us to hear the PCT patent application process explained from start to finish! Learn the steps involved in the Patent Cooperation Treaty (PCT) procedure including filing, International Search, International Publication, International Preliminary Examination, National Phase and Granting of Patent.

This webinar will be recorded live on August 5, 2020. The recording will be available within 30 days of the event date. You may pre-order the recording here.
The Agriculture Improvement Act of 2018 (Section 10108) recently amended the Plant Variety Protection Act to include protection of asexually reproduced varieties. This webinar will give an overview of the US Department of Agriculture Plant Variety Protection Office (PVPO) and describe the application, examination, and certificate issuance processes for sexually propagated, tuber propagated and asexually reproduced varieties The webinar will also explain how to register for, and use, the PVPO electronic application system (ePVP) - an application management system that provides a seamless interface between customers and PVPO, from application submission and amendment, fee payment, application examination, to correspondence with PVPO staff. PVPO's relationship with the International Union for the Protection of New Varieties of Plants (UPOV) will be discussed including clarification and guidance for submitting a complete application, and the PVPO process of examining Distinctness, Uniformity, and Stability.

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.

Do your technology managers have overwhelming caseloads? Are patent costs outpacing growth in licensing revenues? Are departments underreporting new inventions given their research dollars? This session will present best practices in getting the IP portfolio under control, which in turn increases staff productivity, minimizes patent costs, and positions the TTO to achieve greater success. Drawing on the real-world experiences at several universities, the panellists will share their successful strategies to optimize the IP portfolio. Examples will illustrate how these strategies helped TTO staff focus on high-potential innovations; achieved substantial cost savings by eliminating unproductive patents; and revealed the portfolio’s strengths, weaknesses, and overall strategic value. Presenters will provide advice on how to plan for strategically examining every technology in the IP portfolio. This session is ideal for TTOs with a backlogged/legacy portfolio of unprocessed disclosures as well as for those where ongoing operations need a boost in efficiency and/or effectiveness.

Post-Ariosa, the district courts and the Federal Circuit have increasingly used this decision to justify application of the Mayo/Alice rule to deny the patentability of claims directed to diagnostic methods and products of nature. Apart from the CellzDirect decision, which was characterized as a new method of making freeze/thaw resistant cells, the Court has been resistant to allowing diagnostic claims that arise from the discovery of a naturally occurring correlations. In Meriel, and in Cleveland Clinic, the diagnostic conclusions were dismissed as being no more than natural phenomenon, detected and evaluated using "routine steps". The court has reiterated that the "inventive concept" required by the Mayo/Alice Rule cannot be provided by recognition of the importance of a natural correlation, even while recognizing that the rule renders many important advances in diagnostic medicine patent-ineligible. At least one district court has held that claims to unit dosage forms of naturally occurring compounds, such as vitamins, are patent-ineligible attempts to claim natural products. While the Patent Office continues to allow method of treatment claims, it may not be long before the Federal Circuit takes another look at Myriad and bans these claims as well.

This webinar will be recorded live on August 30, 2023. The recording will be available within 30 days of the event date. You may pre-order the recording here.

Pursuing and successful managing complex multi-party grant awards, such as NSF ART, NSF Engine, EDA Tech Hub, NIH REACH, and others, requires project management best practices to coordinate transdisciplinary teams for productive outcomes. Project management is not just "being organized", but instead is a professionally certified set of skills, knowledge and practices that should be employed with fidelity. It is important for technology transfer offices and related ecosystem partners to understand project management, as research universities are increasingly investing in this capability. This includes learning how it is uniquely applied to the grant proposal team building, concept buy-in, proposal drafting, pre-award management, and post-award management processes.

This webinar for technology transfer offices and general AUTM membership will focus on raising awareness of intellectual property's role in an innovation economy, and the importance of inclusivity and diversity in patenting and innovation. The webinar will feature Dr. Andrew Toole, Chief Economist at the United States Patent and Trademark Office (USPTO), in a discussion covering relevant USPTO experiences.<

Technology showcases can be strong vehicles for creating new partnerships and opportunities between researchers and potential investors and funders. This session will focus on the basics, such as picking the best format, arranging logistics, promotion, and running a successful event. Topics will include determining your audience, experiences hosting showcases singly and with other partner universities, arranging partnering meetings, accommodating special requests and more. We will also discuss lessons learned. Attendees will leave better informed about deciding whether to host a showcase of their own.

There are advantages and disadvantages of keeping your research tools and methods for producing biological and pharmaceutical materials a trade secret. Recently, the FDA Commissioner considered a plan for increased transparency, which may destroy the required confidentiality to maintain a trade secret. We will provide a short primer on trade secret law including the Uniform Trade Secrets Act and the Defense of Trade Secrets Act, and lead a discussion on policies and procedures to protect the trade secrets disclosed to the FDA.

This webinar was recorded live on March 15, 2023. The recording will be available within 30 days of the event date. br/>
Provisional filings are typically a low bar for most technology transfer offices. They provide an important "date stamp" for priority and also provide a year within which to scope the market opportunity for the technology. This session will explore the use of provisional filings and the advantages and pitfalls to consider while utilizing this mechanism for IP protection.

This webinar will be recorded live on December 13 2023. The recording will be available within 30 days of the event date. You may pre-order the recording here.

How do venture capitalists choose which deep tech ideas to build? This webinar will spotlight how VCs think about product-market fit. Learn how they stress test technologies and validate the cutting-edge ideas that will define the future..

Seeing the robust potential of biomedical technologies, the National Institutes of Health (NIH) created a grant for Institutional Development Award (IDeA) state institutions called the IDeA Regional Technology Transfer Accelerator Hub Awards. NIH created four regional "hubs": Central, Northeast, Southeast and Western. The hubs provide entrepreneurship and commercialization training focused on health technology transfer best practices, and tools to advance biomedical technologies in states often overlooked by investors and partners. Each hub is led by a private small business that collaborates with a consortium of universities. In this session, we'll discuss the larger IDeA project, what's to come, and how universities and partners can get involved. We'll also present ideas, platforms and marketplaces being developed to access this untapped base of technologies.

The Department of Veterans Affairs (VA) employs more than five thousand clinicians and investigators conducting research activities, the majority of which are dually appointed at an academic affiliate. We will discuss how to report inventions when an inventor holds an appointment with the VA and how this might differ from other federal agencies. The presentation will provide background of the VA Technology Transfer Program and short-term goals.

This webinar was recorded live on January 12, 2023. The recording will be available within 30 days of the event date.

What is Research Impact Design? Do our funders, universities, and researchers care about it? There is a remarkable swing in the federal government's focus on increasing research impact with commitments to tremendous use-inspired funding opportunities. So, what can Tech Transfer do about it? Pre-Transfer Innovation Training. Join this webinar to learn how the University of Kentucky's UK Innovate is leveraging its new Micro-Certification for faculty and graduate student researchers to enhance research impact design.

Interns can be a valuable asset to the technology transfer office, but who do you hire? How do you train them? How you use them determines just how valuable that asset can be. To run an effective internship program, you must know what you want and expect - and you must communicate those expectations to your interns clearly. What tasks in your office might be handled by interns in such a way to make your workload lighter but also add to their education and understanding of the technology transfer industry? Whether you are considering beginning an internship program or are in the throes of managing one, this webinar will offer you the tips and tools for creating a successful program or making yours even better!

Universities and other nonprofit research institutions continue to face challenges finding funding and technology development opportunities for their organizations. Partnering with small businesses can generate synergies for leveraging greater opportunities, especially when technology managers take the helm to navigate their university and researchers to a successful collaboration. The Small Business Innovation Research (SBIR) and Small Business Technology Transfer (STTR) programs, also known as America's Seed Fund, are some of the largest sources of early-stage capital for technology commercialization in the US. These programs allow US-owned and operated small businesses to engage in federal research and development that has a strong potential for commercialization. These funds are specific budget set-asides reserved for small business research, but universities and nonprofit research institutions can partner with a small business to access these funds as sub-awardees. Under the SBIR program, universities and nonprofit research institutions usually play key roles as collaborators for small businesses, while under the STTR program, the small businesses must formally collaborate with a university or nonprofit research institution to qualify for the funding opportunity. In addition to access to these funds, the SBIR and STTR programs can also provide technology development and licensing opportunities for university-owned technologies. In this session, we'll discuss how for universities, it can be a win-win for those knowing what's available and how to proactively engage for the institution and its researchers.

This is a recorded session from 2017's Agreeement Maintenance Course.Getting an executed license is very important to a TTO, but it is just the beginning! The TTO still has to manage that deal for the life of the agreement and ensure the university is getting the full benefit of the deal. This can be a major undertaking as your portfolio of licenses grows. This session will cover some of the common issues that arise during license management and provide helpful solutions and suggestions. Key examples will be given that can be shared with licensing personnel in order for them to negotiate future licenses with terms that support strategies to get licensees to pay up! We will also discuss the processes relating to handling delinquent accounts, default letters, termination letters as well as write-off requests.

This webinar will be recorded live on February 5, 2024. The recording will be available within 30 days of the event date. You may pre-order the recording here.

Join us to take an early look at some of the content from the upcoming AUTM Valuation Course to be given at the 2024 Annual Meeting in San Diego. This session will guide you through the "Creating Value" module of the course and help you better understand your licensee's business model and key success factors as well as how certain aspects may affect the license terms and negotiation. With this "Creating Value" session, you will be off to an excellent start in understanding: " Long Tail of IP Value " Value of IP to the University " Value of IP to the Licensee " What to Know Before you Negotiate a License " Factors that Affect Value of a Potential License " Startup or Established Company? " Running Royalties " Royalty Base

In this session, we'll focus on some of the unique terms in licenses for software, particularly in contrast to those found in biotechnology and pharmaceutical transactions, which are common for universities. We will include a discussion on the intellectual property rights that apply to software and how they can affect the rights granted, among other aspects of the license agreement. We will also highlight how most software is created, including the frequent use of Open Source Software, which impacts due diligence by licensees and the terms they expect to see in a license agreement.

This Spotlight Session will be recorded live on October 28, 2022. The recording will be available within 30 days of the event date. You may pre-order the recording here.

The past couple years have been remarkable in many ways — including that we heard more about the policies that guide the tech transfer profession from policymakers and the press. Attention is good, and a world-wide pandemic has given us opportunities to spread the word on how science and business can come together to quickly develop vaccines. A societal reckoning with diversity and equity is also amplifying our voices when we talk about eliminating demographic gaps in entrepreneurship and patenting.

Attendees will watch the recording of a presentation from the 2022 Annual Meeting. After the presentation, the panelists will join live for a dynamic question and answer session. The presentation and the Live Q&A will be included in this recording.

This Spotlight Session will be recorded live on November 4, 2022. The recording will be available within 30 days of the event date. You may pre-order the recording here.

This session brings together industry and academic thought leaders to discuss best practices and experiences around commercialization of non-patented software innovations. Join us to learn how to evaluate the innovations, support startups based on them and structure agreements to extract the maximum value.

Attendees will watch the recording of a presentation from the 2022 Annual Meeting. After the presentation, the panelists will join live for a dynamic question and answer session. The presentation and the Live Q&A will be included in this recording.

Recent decisions from the Patent Trial and Appeal Board (PTAB) have found that state sovereign immunity protects state entities from inter partes reviews (IPRs), but that a state entity waives its immunity before the PTAB if it has asserted the challenged patent in litigation. The waiver issue is currently before the Federal Circuit in appeals.

In this session, attorneys directly involved in past and current litigation on this subject, as well as panelists from state university tech transfer offices, will discuss the consequences of these decisions for both state universities and others who are patent owners, and those looking to license patents or partner with state institutions. We will discuss the factor to consider when deciding whether an entity is entitled to sovereign immunity and suggest how university entities and private businesses can structure agreements that take advantage of sovereign immunity, while balancing other business issues.

This webinar will be recorded live on June 13, 2023. The recording will be available within 30 days of the event date. You may pre-order the recording here.

The need to demonstrate the impact and value of technology transfer through compelling stories emerged as a recurring theme. However, distilling often complex information into narratives and delivering engaging, accessible stories in high-stakes situations can be a challenge, particularly for those unfamiliar with storytelling techniques.

This webinar will include practical case studies to illustrate the strategies available, highlight a successful use of storytelling and also storytelling pitfalls to avoid, so you can quickly harness and apply the power of storytelling in your own work.

Bringing a new medical device to market can be an expensive and time-consuming process fraught with risk. This webinar will provide you with a better understanding of the process and challenges of commercializing medical device technologies. We will address, among other topics, the general regulatory processes, market risks and technology risks.

This webinar will be recorded live on May 23, 2024. The recording will be available within 30 days of the event date. You may pre-order the recording here.

US academic institutions are facing significant challenges with respect to equity, diversity, and inclusion (EDI) in view of the US Supreme Court's ban on affirmative action and the passage by several states of laws restricting EDI activities. This webinar will explore the current legal landscape for EDI as it relates to US academic institutions and will provide practical strategies and tips for how TTOs continue their EDI efforts.

The coming into force of the Unitary Patent will be a landmark moment in European Law. The Unitary Patent has the power to revolutionize European patent filing strategy. It's been many years in the making, but it is likely to arrive in Spring 2018, and will apply to all European Patent applications pending at that date. Now is the time to consider how this new option can be used as part of your patent filing strategy. This talk will cover ways to make the most of the Unitary Patent, with a particular emphasis on how it can work with common University commercialization models.

With the rapid growth of entrepreneurship courses, programs and extra-curricular activities for both undergraduate and master's level students the need to develop and implement clear and effective policies and practices addressing student inventors has risen. Last year, recognizing this need, AUTM in collaboration with VentureWell published a new primer on managing student-generated IP as well as a series of case studies on how student-owned IP might be managed.

During this lively and informative webinar this guide to developing effective policy developed by AUTM with VentureWell will be reviewed and expert panelists will discuss the key issues involved in developing effective policies and practices for addressing student-generated IP and supporting the creation of an inventor-friendly culture.

Attendees will leave with an understanding of the key issues to consider when developing and administering a student-specific institutional IP policy. (Audio Only)

This webinar will be recorded live on September 14, 2023. The recording will be available within 30 days of the event date. You may pre-order the recording here.

Sub-licensing seems to be an aspect of licensing strategies that is sometimes neglected, yet varying sub-license terms can have a dramatic effect on the royalty returns to the licensor and even a licensee's ability to commercialize technology. This webinar will cover situations where sub-licensing considerations become important, key financial clauses and their effects, negotiation positions and other key considerations, including which elements are desirable to flow down into the sub-license.

This is a topic for university technology transfer professionals and legal counsel who must think about how to structure license agreements, including sublicensing income provisions, years before an invention may generate income. How an agreement defines sublicense income can determine whether a university receives millions of dollars. This webinar will focus on arguments made in court, how they were received, and how certain provisions create incentives for licensees to avoid paying sublicensing income. You will learn about how specific contract language has been interpreted in the courtroom and about the importance of the license's words. Panelists will also provide their experiences and real-world practical insights into sublicensing income clauses.

This webinar will be recorded live on May 2, 2024. The recording will be available within 30 days of the event date. You may pre-order the recording here.

This webinar explores customizing AI tools to better support your unique tech transfer processes and goals. Join experts as they guide you through AI integration for market analysis, lead generation, partnership cultivation, and commercialization strategies.

As the number of start-ups spun-out of universities increases, so does the rate at which university start-ups fail. Universities that don't find themselves ensconced in entrepreneurial talent-rich pools like Silicon Valley and New York City likely have a problem: the scope of their institution's research is broader than the immediately accessible talent pool of willing entrepreneurs ready to take management roles of start-ups. Further, a majority of their entrepreneurial faculty may not intend to take entrepreneurial leave or take on a full-time start-up executive management role. The answer lies in increasing access to would-be entrepreneurial executives and more acutely matching their experience with start-ups.

This session provides a high-level overview of the most important issues for anyone new to tech transfer finance. Topics include types of financial accounts, tax burdens, revenue and reimbursements. Also covers strategies for tracking and managing equity, ensuring transactions are accurately reflected by the Finance Office, stumbling blocks that arise when corrections are required, and methods of finding specific transactions in your electronic records or those of your institution.

This session is designed to update tech transfer offices on the many issues facing AUTM in DC, both legislatively and through agency regulations. The goal of the session is to arm tech transfer offices with information about ongoing issues so that they can in turn be helpful to their university government relations officers in making the case for tech transfer.

Five years ago, the Association of Public and Land-grant Universities (APLU) issued a report calling on its member institutions to include technology transfer, innovation and entrepreneurship accomplishments in the tenure and promotion (T&P) review process. At that time, APLU had identified 40 institutions that considered tech transfer activities in making T&P decisions. Since then, even more universities - public and private - have included patents, industry-sponsored research and other related activities in T&P criteria. This session will examine the impact of those initiatives by discussing multiple perspectives (including the faculty viewpoint) on metrics and the effectiveness of influencing those metrics with the inclusion of tech transfer activities in the T&P criteria. Panelists will share their policies as well as the techniques used to achieve a shift in culture. You'll gain insights on the latest trends and best practices in tech transfer T&P efforts, which will help you establish effective policies and practices at your home institution. Panelists will include both technology transfer and faculty personnel involved with leading T&P decisions for their departments and schools.

The National Science Foundation (NSF) I-Corps program prepares scientists and engineers to extend their focus beyond the university laboratory and accelerates the economic and societal benefits of NSF-funded, basic-research projects that are ready to move toward commercialization. Through I-Corps, NSF grantees learn to identify valuable product opportunities that can emerge from academic research, and gain skills in entrepreneurship through training in customer discovery and guidance from established entrepreneurs. In this webinar, we'll explore how universities can join the National Innovation Network by becoming I-Corps Sites or Nodes, and how academic researchers can take advantage of the $50,000 I-Corps Teams grant and training program.

We all know what an important job reporting federally funded inventions is and many administrators have no idea how the job gets completed, they just expect it to be done. Are you the person responsible for Bayh-Dole Compliance in your office? Have you documented all of the steps involved in doing so just in case something bad happens that someone else can fill in and handle this extremely important job? Do you have other colleagues you could reach out to for help answering questions if you needed to? Most people think it won’t happen to them personally but come join us and hear from experience why and how others had to determine and document the absolute essentials of basic Bayh-Dole compliance for their office, a session you won’t want to miss!

Cooperative Research and Development Agreements or CRADAs are the principal mechanism used by federal labs to collaborate with non-federal entities. Universities have entered into thousands of successful research collaborations with federal labs in almost every area of science and engineering. CRADAs fall outside the usual government procurement and grants rules and regulations. This webinar will provide a basic overview of what CRADAs are and can do for you.

This webinar will be recorded on August 27, 2020 and will be available within 30 days of the live event. You may pre-order the webinar now.
This webinar will cover the FBI's role in cyber investigations and discuss current national security cyber threats. Join Supervisory Special Agent Lazaro Andino as he discusses the FBI's perspective on why cyber intrusions are so prevalent. He will cover the recently publicized indictment against the Chinese state-sponsored hackers and its implications, as well as mitigation techniques. We'll wrap up with an open Q&A Session. You may submit questions in advance by email to [email protected], or ask questions during the live event.

Innovation is the primary driver in each of the sectors that impact our lives - the economy, health, energy and security. The problem is that today, roughly 4 percent more IP is stolen than gets licensed; this theft amounts to $1 trillion p.a. in the U.S. alone. Meanwhile, 30 percent of all R&D is wasted reinventing what someone else has already discovered. While there is very little management of IP (less than 5 percent of organizations use any kind of IP management tool), there is even less agreement on the best practices for managing IP. In this session, we'll discuss best practices - gleaned from several hundred professionals in the field - and how performance improvements can be made in universities.

The new European Unitary Patent system is open for business, which means universities now have a choice when it comes to filing patent applications in Europe: as a unitary patent valid in most European nations, as a traditional patent valid in a specific nation or a combination of the two approaches. The unitary patent system is intended to harmonize national laws, reduce costs, and encourage European innovation, but benefits coincide with risks in the new patent landscape. For patent owners, it is essential to have a basic understanding of the new unitary system and the new Unified Patent Court (UPC).

One of the most difficult tasks related to technology transfer is managing and controlling patent expenditure. We really don't like surprises! There are various methods that can be utilized to help TTOS with this process, such as implementing good habits with service providers, requesting estimates and setting caps for commissioned work. Service Level Agreements can also help to formalize this process. We will also discuss some practical ways to simplify and improve the legal invoice review process to allow case managers to focus on licensing rather than being bogged down reviewing legal expenses. We anticipate that each attendee will leave with fresh ideas on how to improve this process in their own institution. (Audio Only)

This session will explore how Covid-19 has impacted patent law and other areas of intellectual property. We will review changes in United States Patent and Trademark Office practices and the various technologies that were filed using the accelerated examination procedure which was established in response to the pandemic. Some of the technologies we'll discuss include diagnostic methods for detecting the virus and treatments.

Join your fellow AUTM members to learn more about the new regulations recently issued (going into effect May 14) by the National Institutes of Standards and Technology, which governs the implementation of the Bayh-Dole Act. In this webinar, you will get up-to-speed on key issues and learn how your office may need to adapt to new rules for handling technologies created in your labs. This is a "must" for tech transfer personnel focused on compliance.

Join your fellow AUTM members to learn more about the new regulations recently issued (effective May 14) by the National Institutes of Standards and Technology, which governs the implementation of the Bayh-Dole Act. In this webinar, you will get up-to-speed on key issues and learn how your office may need to adapt to new rules for handling technologies created in your labs. This is a "must" for tech transfer personnel focused on compliance.

A panel discussion on issues like effective communication between sponsored research (SR), intellectual property (IP) and technology transfer offices (TTO's). Experts discuss some of the similarities and differences between IP, SR and TTO's. Learn more about these topics.

• Discussing and critiquing your project management resource allocation, or, "why you never get to do as many deals as you want"
• Understanding and developing your Innovation Community
• Assessing alignment of TTO and institution activities, and the importance of reputation management to both.

This webinar will be recorde live on November 15, 2023. the recording will be available within 30 days of the event date. You may pre-order the recording here.

A key term negotiated in licenses with startups/spinouts is the equity granted to the university. This equity typically is granted in lieu of significant upfront license fees and/or in recognition of the university's contributions to the principal investigator or the intellectual property (IP). The amount of equity varies depending on factors that may include the type of IP, antidilution provisions and ongoing support to be provided by the university. This panel discussion will provide national and international perspectives from tech transfer offices and from venture capital investors. The panel will also explore different equity models and the "true value" of equity in different scenarios.

This session will provide an overview of the sources of data generated by a university that can be translated into a valuable asset for licensing, either alone or in conjunction with a patent or copyright license, including ways to assess the value of the data and how that value can be captured in a license agreement. We'll cover a wide range of issues to consider when licensing data such as protected health information/personally identifiable information (PHI/PII), ownership, selling data, conflict of interest, confidentiality and exclusivity.

It is always difficult to know where to start with a Market research. Many will use Google and general market report on a domain. There are other tools to use and one of them is the Automatic Patent Analysis. Automatic Patent Analysis can be seen as complicated but it is in fact easy to use and can bring valuable information on the market rapidly.

This webinar will be recorded live on December 2, 2020. The recording will be available within 30 days of the event date. You may pre-order the recording here.

Descritption

This webinar will be recorded live on December 2, 2021. The recording will be available within 30 days of the event date. You may pre-order the recording here.

Universities face increasing litigation over their innovations as they defend their most important patents and further seek to monetize these portfolios where possible.

With several universities having success in recent patent litigation matters, more universities appear interested in protecting and enforcing their intellectual property. Combined with additional court cases limiting some aspects of sovereign immunity, universities will face increasing litigation over their innovations as they defend their most important patents and further seek to monetize these portfolios where possible.

In this webinar, we will provide an overview of recent patent litigation cases involving university technology transfer and discuss the pros and cons of protecting, enforcing, and litigating your university's patents and intellectual property considering these recent developments.

Website design, content and maintenance can be a full-time job in a tech transfer office! There is so much involved from posting the latest exciting news to the TTO website and social media pages as well as checking to make sure the content and information appears accurately on your TTO website. Many also have a Tech Alert email service that notifies interested parties of your latest and greatest technologies available for licensing as well as a RSS feed, Facebook, Twitter and other social media pages. There is always troubleshooting to be done in regard to exports of HTML and other data from our database so that your website displays the information on the “Technologies Available for Licensing” page properly and tools available that can help you pull new technologies from your RSS feed to post to the your social media feeds. Come join us as we discuss cool tools for doing this important job!

This webinar will be recorded on July 30, 2020 and will be available within 30 days of the live event. You may pre-order the webinar now.
In this session, we'll talk about joint ownership as well as exclusive vs. non-exclusive licensing arrangements. We'll also delve into the impact of these arrangements on the use of a terminal disclaimer to overcome a double patenting rejection. Finally, we will discuss licensing strategies to maximize flexibility for patent prosecution.

This is a recorded session from 2017's IP Compliance Course. 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. Attendees will learn various "tricks of the trade" in an informal, collegial setting with other patent administrative professionals including electronic expense import (EEI), Patent Annuity Services, navigating and searching the United State Patent and Trademark Office (USPTO) website, Public Application Information Retrieval (PAIR) and more. Participants will leave with answers to their questions, time-saving solutions, and other tools to use in their work upon returning to their office and to share with their coworkers.

In this session, we will identify and discuss the "Top 10" court decisions in the past 12 months that affect licensing. We will discuss each case and its impact on how we draft and negotiate patent license agreements. You will learn about cases that addressed:

- the scope of arbitration clauses and who decides that scope;
- whether licensees can be required to pay royalties during the time they are challenging patent validity in the courts;
- the interpretation of "Entire Agreement," "Termination," and "Forum Selection" clauses;
- whether exlusive licensees have standing to enforce the license patents; and
- other issues you should consider when drafting and negotiating patent license agreements.

In this session, we will identify and discuss the "Top 10" court decisions in the past 12 months that affect licensing. We will discuss each case and its impact on how we draft and negotiate patent license agreements. You will learn about cases that addressed:

- the scope of arbitration clauses and who decides that scope;
- whether licensees can be required to pay royalties during the time they are challenging patent validity in the courts;
- the interpretation of "Entire Agreement," "Termination," and "Forum Selection" clauses;
- whether exlusive licensees have standing to enforce the license patents; and
- other issues you should consider when drafting and negotiating patent license agreements.

Several universities support their internal translational research projects through gap fund programs. This funding and associated support programs are critical to further develop promising research to a point where it can be evaluated for commercial potential and ultimately commercialized. Join us for an interactive webinar about several available models and their pros and cons. We will discuss outcomes observations from the recent Mind the Gap report on translational research funding models, as well as receive operational insights and experiences from fund management. Speakers will discuss practical tips to effectively implement the funds as well as their challenges and success stories. (Audio Only)

Learn the basics of invention disclosure evaluation and selection using a triage approach. Invention triage is based on the principle that concentrating effort where it can make the most difference maximizes results. It combines effective invention disclosure evaluation and assessment with efficient management of the limited technology transfer resources of both time and money.

We begin with a step-by-step description of invention disclosure evaluation and triage followed by examples of how to evaluate new disclosures using sample inventions. The session ends with a presentation of a simple evaluation tool for making critical decisions about moving forward with patenting and marketing new technology.

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.

This webinar was recorded live on April 13, 2023. The recording will be available within 30 days of the event date.

The landscape of federal grant opportunities is shifting and TTOs are now targets to collaborate with and even lead grant proposals to build translational research programs and innovation ecosystems. But of course, while we are used to supporting our faculty PIs, actually being a PI is not within our expected job descriptions. Until now.

Grant writing requires more than just knowing how to write. There are certain concepts specific to competing for and managing grants that are necessary to understand • it’s much more than simply following a template. Join us to learn how to prepare grant proposals that get solid results, including identifying and reviewing Notices of Funding Opportunity (NOFO), partnering with internal support units like proposal development and sponsored projects administration offices, building competitive teams, pulling together supporting documentation including creative budgets, and interacting with program officers (PO).

With specific emphasis on the federal grant opportunities being made available for TTO involvement currently, this webinar will give you valuable tools to pursue funding from the federal government, state government, or foundations and is led by those with extensive experience in grant applications and funding.

Technology practitioners are often unaware of U.S. government regulations restricting the export of technology outside the U.S. or with foreign nationals located in the U.S. or abroad. Whether you work for a corporation, university, or any other institution, you should have a general awareness of legal restrictions on the export of certain technical information. Restricted transfers can take place when you send technical information via email, data downloads, or through conversations. Who is authorized to receive such information and when do you need to obtain an authorization from the government? How will that information be used abroad? Are you dealing with a denied party? Does your institution have a procedure for laptop travel abroad? Violations of the rules can yield penalties in the millions of dollars and jail time. In this webinar, we will cover the basics of U.S. export controls under the International Traffic in Arms Regulations and the Export Administration Regulations, case examples, and best practices.

When licensing technology to a small company, a grant of equity is a likely consideration by the licensee. To capture the potential value of the equity, it is important to negotiate additional legal agreements that have significant nuances which may not be familiar to someone without experience in this area. During our session, we will review the terms of Stock Purchase Agreements, Investor Rights Agreements and other agreements common to these types of transactions. We will also address specific topics such as participating preferred equity, dividends, tag along and drag along rights, etc. Questions and comments will be greatly appreciate to make sure we are covering topics of interest to everyone.

This webinar will be recorded live on January 29, 2024. The recording will be available within 30 days of the event date. You may pre-order the recording here.

With the unveiling of NIST's draft inter-agency framework for march in rights, one of the most challenging threats to our profession is now on our doorstep. The Bayh-Dole Act's march-in provision allows the federal government to take back patent rights for federally funded inventions under very specific circumstances. The "draft interagency guidance framework" proposed by NIST seeks to substantially increase the government's march-in authority. AUTM believes this misguided effort to expand march-in rights will stifle innovation by creating significant uncertainty in licensing of all federally funded inventions-not just drugs.

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.

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.

It may not be the first thing that comes to mind when you think of the Department of Energy (DOE), but the DOE is a leader in science, technology, engineering, and mathematics (STEM) education, workforce development, and higher education partnerships. In this session, we'll discuss some of the opportunities that exist for institutions of higher learning to collaborate with the DOE. The panel will share success stories and the myriad STEM program offerings available at the DOE and in partnership with DOE laboratories. We will also highlight the benefits of collaboration with the DOE and some of the current workforce development efforts.

This is a recorded session from 2017's IP Compliance Course. Join us to learn or enhance your understanding of the U.S. patent application process from start to finish. The patent process requires a high-level skill set and a wide knowledge. These sessions will provide an overview of the process and terminology of patent preparation, prosecution, issuance, maintenance and enforcement. Beginning with an invention disclosure, we will discuss patent searching, application drafting, timing and formal requirements for filing an application, dealing with the United States Patent and Trademark Office (USPTO), patent issuance or abandonment, patent families, maintaining an issued patent in force, and how patents are used-and enforced if necessary-to support commerce.

This is a recorded session from 2017's IP Compliance Course. This session is a continuation of our discussion 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. An exercise with a simple issued patent will help you understand how to read a patent and the role of the claims. You will be provided with an overview of patents including the basic types of patents, what makes something patentable, and the patenting process. An emphasis will be placed on the administration of the patent process including the various terms and language that is used when discussing the patenting process. You will leave the session with a clear understanding of the relationships between the various patents and patent applications within a patent family.

Part 1of the Valuation webinar series will provide attendees with an understanding of the licensee’s business model and key success factors, the importance of the licensed intellectual property (IP) in generating value and how these affect the license terms and negotiation. This pre-course webinar is designed in four parts and intended to be taken in sequence.

Part 3 of the Valuation webinar series covers various methods to determine the commercial terms of the license and negotiating these terms to achieve fair allocation of license value between the licensor and licensee. This pre-course webinar is designed in four parts and intended to be taken in sequence.

Part 2 of the Valuation webinar series and learn the key accounting assumptions, the measures and projections that quantify the financial performance of the licensee and how these are used to determine the commercial terms of the license. This pre-course webinar is designed in four parts and intended to be taken in sequence.

Join Part 4 of the Valuation webinar series and listen as presenters discuss the different issues specific to licensing startups, such as taking equity as partial consideration for the license. This pre-course webinar is designed in four parts and intended to be taken in sequence.

This webinar was recorded live on February 2, 2023. The recording will be available within 30 days of the event date.

After 2 years of work, a group of individuals from leading university tech transfer offices, venture capitalists (VCs), and law firms released a new term sheet template for early-stage life science startups emerging from academic research labs.

The panelists will discuss how the effort got started; the biggest sticking points in the negotiations; what the VCs learned about tech transfer offices and vise versa; and our hopes for how this will get used by AUTM and NVCA members going forward to help life-saving and life-improving innovations get from the research lab to the market as quickly and effectively as possible.

This webinar will be recorded live on Month XX, 20YY. The recording will be available within 30 days of the event date. You may pre-order the recording here.

Webinar Description Gos Here.

In the ever-evolving technology transfer profession, the role of most TTOs have advanced significantly beyond the fundamental activity of filing patents and consummating licenses to companies. Among its many responsibilities, most TTOs now play a significant role in assisting startups as they establish themselves in their formative years. This session will highlight those added roles, provide pertinent examples, and discuss: 1. Helping startups build rapport 2. Understanding your wants, needs and ultimate goal for the business 3. Support in CEO candidate recruitment, and where to find them 4. Setting equity sharing and commercialization expectations 5. Networking and finding finance to build the company 6. Guidance in the event of a "collapse"

The concept of a "turnaround" is a familiar one in business. Underperforming technology transfer offices (TTO) need "turnarounds" as well. Whether it was poor decisions by senior university administrators that decimated the technology transfer office, or the loss of key personnel that precipitated the downturn of the TTO, or just an office that has never had a history of success, turnarounds are often necessary in TTOs regardless of size.

U.S-based tech transfer offices have supported the contribution of more than $591 billion to the gross domestic product since 1996-but could it have been more? Typical academic commercialization pathways sometimes miss underrepresented entrepreneurs, leaving research in the lab and preventing consumers from accessing valuable science and technology. Tech transfer officers help creative, entrepreneurial scientists achieve their goals by developing effective networks. Networks help us access ideas, recruitment sources, partnerships, mentoring opportunities, novel perspectives, capital, and the latest innovations. In this webinar, we will cover the key characteristics of effective networks and provide strategies for both assessing and growing your network. Funded by the Ewing Marion Kauffman Foundation, the nation's leader in entrepreneurship innovation, S2M has been used to develop and test promising practices for inclusive decision-making, advancing STEM founders from groups that have often been overlooked by entrepreneurial support.

This webinar will be recorded on June 11, 2020 and will be available within 30 days of the live event. You may pre-order the webinar now.
In this session, we will explore the challenges of getting great university-based science and engineering from the bench to deployment and into the marketplace.. While many solutions exist at the university level to address the great challenges presented by the oceans and climate, the paths to operational success are difficult. We will engage and challenge the AUTM membership to help us find, foster, and perhaps even help fund solutions for a healthy ocean. Our panel consists of a grant-making organization with nine years of experience, an executive who consults in the start-up ecosystem, helping recent developing technologies get commercial footing, and the Board Chair of Ocean Visions, a new university-based consortium with the mission to advance the deployment of university-based knowledge into scalable solutions.

This is a recorded session from 2017's IP Compliance Course. Join this session to learn what decisions are made internally verses what is sent out when you do have internal patent counsel. Who are the inventors? What is the scope of application? Hear how different universities make these decisions and how to operate within each scheme.

This is a recorded session from 2017's IP Compliance Course. Learn about the roles and responsibilities of the licensing office, the inventor(s), co-owners, the licensee and outside patent counsel. We will discuss when and how to contract with outside counsel, what information to provide, and how to efficiently and effectively facilitate the process from start to finish. Find out what experienced patent attorneys consider the most difficult aspects of the process. Discuss evaluation of attorneys and potential process improvements.

In this webinar, licensing and entrepreneurship professionals from the University of New Hampshire's UNHInnovation office will share their experiences building a successful Makerspace within a next-generation technology transfer office. They will discuss the UNH philosophy of innovation, why UNHInnovation has chosen to support undergraduate students in this way, how the Makerspace was built, the nuts-and-bolts of operations, the hurdles they needed to clear for success, and how they plan to grow the Makerspace. This webinar is ideal for those interested in fostering a robust entrepreneurial ecosystem by offering a non-traditional technology transfer opportunity.