Schedule at a Glance

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

*Tentative schedule, subject to change

Monday, September 11
7 a.m. - 5 p.m. Registration
7 - 7:45 a.m. Continental Breakfast
7:45 - 8:20 a.m. Welcome to Technology Transfer 
  A brief overview of AUTM, membership benefits and its role in the technology transfer profession. A word on RTTP, CLP and AUTM's strategic plan associated with professional development. An overview of the TOOLS and Essentials courses and how one can customize their experience by selecting sessions from each of the courses will be discussed.
8:30 - 10 a.m. Invention Disclosures
  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, and the importance of gathering accurate and complete information in the disclosure and the importance of that information.  You will hear how administrative staff can be effective working with licensing staff and faculty.

You will learn the overall process associated with managing an invention from the initial disclosure to tracking revenues through license agreements - from the administrator's perspective - to provide a general overview for other sessions in the TOOLS course.  Specifically, the following general concepts will be covered: receipt of the invention disclosure; obtaining an assignment;  working with faculty; tracking/docketing systems for inventions; filing and tracking systems;  reporting/compliance, patenting, marketing, and licensing.  These topics will be covered in more detail later in the program, but his session will provide a general overview.

Some detail regarding the licensing associate's role in the process will also be described so attendees understand the full functionality of the technology transfer office.  
10 - 10:30 a.m. Networking Break
10:30 - Noon Intellectual Property Primer
  In this session, attendees will learn about the basic types of intellectual property including patents, copyrights, trademarks, trade secrets, and know-how. Tangible property will also be described. A significant amount of time will be spent 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.

Objectives: 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 should leave the session with a clear understanding of the relationships between the various patents and patent applications within a patent family.
Noon - 1:30 p.m.   Lunch on your own
1:30 - 3 p.m. Managing Intellectual Property
  Attendees will learn how offices manage the patent prosecution process - from the administrator's perspective.  Working with outside counsel, how the patent process ties in to compliance requirements, filing systems, managing expenses, etc. will all be covered.

Objectives: You will learn best practices for managing intellectual property with a primary focus on patent management.  Patent management in different office models will be discussed - in house patent counsel versus outside patent counsel. Best practices associated with working with patent counsel and faculty will be presented. You will learn of the various events in patent management that must be addressed in compliance. Best practices associated with managing jointly-owned patents and other intellectual property will be covered.
3 - 3:30 p.m. Networking Break
3:30 - 5 p.m. Non-license Agreements
  While the primary function of a technology transfer office is to evaluate disclosures, file patents and negotiate license agreements, there are often a variety of other types of agreements that are managed by technology transfer offices. These agreements include confidentiality agreements, material transfer agreements, inter-institutional agreements, research agreements and others. Join us for a discussion of these various agreements and how they are managed. Specific issues that often arise in the negotiation of these agreements will also be discussed. Finally, you will work in small groups with other session participants to engage in exercises related to the covered material.

Objectives: You will learn about the various types of non-licensing agreements used by technology transfer offices including: non-disclosure agreements, material transfer agreements, research agreements, inter-institutional agreements, etc.  You will learn about  the terms associated with these agreements that require them to be negotiated.  In addition, you will learn the general administrative process associated with managing these agreements efficiently.
5:15 - 6:30 p.m. Networking Reception
Tuesday, September 12
7 a.m. - 5 p.m. Registration
7 - 8 a.m. Continental Breakfast
8 - 10 a.m. Compliance I: General Requirements
  In this session, you will learn about the Bayh-Dole Act including all of its deadlines related to reporting federally funded inventions and how to develop administrative systems and procedures to ensure compliance with all of its requirements.

Objectives: You will learn all of the requirements associated with compliance under Bayh-Dole associated with managing invention disclosures  including all of its deadlines related to reporting federally funded inventions and how to develop administrative systems and procedures to ensure compliance with all of its requirements.
10 - 10:30 a.m. Networking Break
10:30 a.m. - Noon Compliance II: Reporting
  This session will focus on invention reporting.  iEdison and other reporting mechanisms will be described.
Noon - 1:30 p.m. Networking Lunch (Provided)
1:30 - 3 p.m. Anatomy of a License
  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 outline of a typical license agreement with an explanation of the importance of each section. The group will then work through an example to gain a detailed understanding of the critical parts of a license – especially those that are most relevant to administrators. The session will also include an interactive exercise in which you will  review the terms of a license to identify problematic language or errors.

Objectives: You will learn how to read a license agreement including what terms are contained in a license, why they are there, and how they might vary from license to license. Some key licensing principles and strategies will be discussed.  You should become comfortable reading a license agreement and determining the university's and the licensee's obligations under the agreement so it can be properly managed from an administrative perspective.
3 - 3:30 p.m. Networking Break
3:30 - 5 p.m. Office Finance, License Portfolio Management & Royalty Distribution
  Financial management is a critical function of any technology transfer office. This session will cover three major areas of financial management: budgeting for operations, tracking expenses and managing the receipt and distribution of licensing revenue. Attendees will review the complexities of royalty distributions and hear plenty of examples that are certain to inspire a lively dialog.

Objectives: You will learn basic financial management associated with the administration of a technology transfer office including benchmarking for budgeting purposes and managing expenses/revenues.  Specific attention will paid to distributing royalties including managing different policies and other complexities. Example royalty distributions will be included to clarify the process.
Wednesday, September 13
7 - 10:30 a.m. Registration
7 - 8 a.m. Continental Breakfast
8 -  9:30 a.m. Databases
  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. 

Objectives: You will learn more about the software you are using to manage data in your office through roundtable discussions with peers who are using the same software.  Discussions will focus on best practices for managing IP data, the importance of ensuring consistency of data through good operating procedures, name and date conventions, field descriptions and uses, and numbering systems.  Discussions will also cover document management and indexing, structuring data for better searching, creating dockets, generating reports, and various other topics.  You are encouraged to come prepared to discuss the everyday challenges you face with your database or data management systems.  
9:30 - 10 a.m. Networking Break
10 a.m. - Noon Open Forum Discussion
  It’s always interesting to hear how other TTOs handle various administrative matters. This will be an interactive session where attendees can ask questions and discuss issues faced by administrative professionals in Tech Transfer. Using our collective group experience, we will discuss solutions for specific challenges, share ideas for improving office efficiencies, and answer questions about material presented in the Monday and Tuesday sessions.

Attendees will be prompted to bring questions or issues that they are dealing with in their office to put before the group for discussion.  A forward-looking discussion of trends in technology transfer and its impact on administrative procedures will also be discussed.  Attendees will also be asked to share 'Tips and Tricks' that they use in their office and that might be helpful to others.

Objectives: To gain practical experience using some of the knowledge you have learned over the previous two days and sharing of experiences from other attendees. This session will be highly interactive and give you the opportunity to ask questions on any topic covered during the entire course. 
Noon Course Adjourns