*Tentative schedule, program subject to change 
Wednesday, Oct. 11
7:30 – 8:30 am Continental Breakfast  
7:30 - 5 p.m.. Registration and Exhibits  
8:30 – 8:45 am AUTM Presidential Address  
  Mary Albertson, AUTM’s President, will welcome you to Silicon Valley, share her vision for AUTM and discuss the issues AUTM plans to address in the coming years – from advocacy initiatives to increased partnering opportunities and strategic planning progress.  
8:45 – 10 am Plenary Session – Venture Economics  
  Moderator: Lou Berneman, Osage University Partners
Speaker:  John Lee, Osage University Partners

This presentation offers venture capital perspectives on the economics of university startup formation. The speakers will take you step-by-step through the life of a company, illustrating the uses of equity and potential outcomes for founders. Data will be presented to support the conversation around founders' equity, the right allocation between faculty and post docs and grad students, and how much equity one needs to give away to attract and keep your top talent.
10 – 10:30 am Networking Break  
10:30 - Noon Workshops  
  A1: Charting the Course for Success - Legal Dos and Don’ts for University Startups
Moderator: Mary Breen Smith, Lathrop Gage LLP
Patricia Garringer-Strickland, Lathrop Gage LLP
Shahnam Sharareh, Fox Rothschild LLP
Emily J. Yukich, Fox Rothschild LLP
Mark Vickers, Borden Ladner Gervais

With an infectious enthusiasm and executed license in hand, your latest startup is about to set sail charting a course for success.  But wait  . . . do you and your startup counterparts share the same compass to thrive (and survive) in deep legal waters and litigious high seas that lie ahead.
This session will provide a practical overview of the substantive legal issues and common pitfalls facing University startups with the aim outlining effective approaches to communicating with your startup counterparts the perspectives and realities for launching and guiding successful startups. 
A panel of experts with complementary backgrounds will draw on diverse areas of expertise to lead this discussion casting a wide net around topics addressing entity formation, capital structure, employment, intellectual property, due diligence and strategic relationships.  
Audience participation is encouraged, so come with your questions and war stories as this will be an interactive session.
  A2: Best Practices for Effective Technology Transfer around the Pacific Rim
Moderator: Ling Loerchner, University of Waterloo
Qinxian Jin, Tsinghua University
thy Ku, Stanford University
Taka Yamamoto, University of Tokyo

In this session, you will hear from technology transfer experts from around the Pacific RIM. The panelists will compare and contrast the different practices in policy and procedures between Asian and North American institutions, to help you understand how to collaborate and explore opportunities across the Pacific Rim.
Noon – 1:30 pm. Lunch  
1:30 – 3 pm Workshops  
  B1: Case Study Technology Transfer Session
Moderator: Joe Janda, Portland State University
Zeinab Abouissa, Washington State University
Scott Steiger, Washington State University
In this session we’ll skip the panels and lectures and present three real world scenarios to facilitate a discussion of technology transfer practice. Each of three case studies, with names changed to protect the guilty and innocent alike, will be presented as a narrative setting up the players, the stakes, and the problems just before a major decision point.  Groups in the audience will then discuss, bringing their own experience and wisdom to bear, and report out to the session.  Finally, we’ll give a brief epilogue for each scenario to report how the real case actually ended up.
  B2: Academic-Industry Consortia 
Moderator: Andrea Pesce, UC Santa Cruz 
Darren Fast, University of Manitoba
Frank Howley, UC Santa Cruz
Richard Sassoon, Stanford University
Rachel Wallace, Sandia National Labs
How-to advice for creating and sustaining academic-industry consortia. Come with questions, listen in, and learn from seasoned professionals about their experiences establishing consortia as they discuss the possibilities and challenges that come with academic-industry research collaborations in an effort to broadly promote successful partnerships with industry.
3 – 3:30 pm Networking Break  
3:30 - 5 p.m.. Workshops  
  C1: Corporate Relations in Technology Transfer: Creating Value Through a Comprehensive Approach
Moderator: Victor Haroldsen, University of California, Davis
Kimberly Myers Hewlett, Stanford University
Michael Rondelli, University of North Texas
Reza Razavi, Caltech

Companies seek talent, intellectual property, research expertise, and a whole lot more from higher education. The Network of Academic Corporate Relations Officers (NACRO), a network of U.S. and international academic corporate relations professionals, will cover recent trends in private sector engagement with academic institutions. NACRO benchmarking of its nearly 200 academic research institutions has identified five essential elements of successful corporate relations efforts that create value for university and industry partners. Learn how these essential elements can be adopted and tailored to create a unique corporate relations program. This interactive workshop covers recent trends in private sector/academic engagement and shares strategies for maximizing the flow of all corporate resources to support the university’s missions. Participants will discuss the importance of technology transfer in mutually beneficial relationships with industry and, regardless of strategy or structure, how integration and campus coordination between advancement, research development and technology commercialization offices are critical to an effective holistic approach. 
  C2: Social Innovation and Enterprise
Moderator: Ken Porter, Innovate Calgary
Brett Sharp, University of British Columbia
Gay Yuyitung, McMaster University

Social Innovation is a readily available output from university research, but is often ignored or under-resourced. We will provide some examples of current efforts from technology transfer, entrepreneurship, and passionate researchers.  Join us for short presentations, followed by roundtable discussions.  Learn advanced practices, such as: How to make millions without spending a dime on patents, and How to scale an innovation to maximize social impact and economic return.
5 – 6:30 Welcome Reception  
Thursday, Oct. 12    
7:30 - 8:30 a.m. Continental Breakfast  
7:30 a.m. - 5 p.m.. Registration and Exhibits  
8:30 - 10 a.m. Workshops  
  D1: Great Expectations: Managing Faculty and Inventors
Moderator: Rakhi Gibbons, University of Arizona
Irit Gal, Stanford University
Linda Huber, Nixon Peabody LLP
Joann MacMaster, University of Arizona

Every invention is the next best thing since sliced bread, right? In this panel, we’ll hear different perspectives from a licensing associate, a startup business development manager, and a patent attorney on how to manage expectations of seasoned and new inventors. Building and maintaining relationships with investigators is critical to the success of a tech transfer office, and it can become a challenge when the complexity of taking an early stage invention to the market is not appreciated by all those involved.  We will share stories and lessons learned to develop better strategies for setting the right expectations from the beginning and how to navigate sticky situations when things go awry.
  D2: Future of Technology Transfer
Moderator:  Eric Lund, Pacific Northwest National Laboratory
Hannah Carbone, California Institute of Technology
Doug Hockstad, University of Arizona
Brendan Rauw, Oregon Health & Science University
Traditionally, the Technology Transfer Office (TTO) has been well understood to be a patent and licensing organization.  But increasingly, that role is expanding to broadly include new ventures, entrepreneurship, business development, corporate ventures, and technology development.  What approaches and organizational structures are universities adopting to address this?  For example, some major departments or colleges within a university might champion dedicated offices and TTO staff to address their needs.  What are new models and lessons for managing more decentralized TTO operations?  Technology development funds are being advanced as a way to de-risk and advance technology.  What are some approaches to managing those funds?  Patent budgets are shrinking.  How do we manage expectations?
10 – 10:30 a.m. Networking Break  
10:30 - Noon Workshops   
  E1: Investment and Incubator Practices around the Pacific Rim
Moderator: Ling Loerchner, University of Waterloo
Miao Hong, Silicon Valley Capital 
Wei Luo, Z-Park, ZGC Capital
Yi Yang, Pengshi Capital
Michael Zayonc, Plug & Play

There is increasing focus on spin-off company creation in our technology transfer world. How can we efficiently work with Incubators and early stage investment firms to benefit our spin-off companies? What valuable investment and incubating resources we can leverage around the Pacific RIM? In this session, you will hear top incubators and investment firms around the Pacific Rim discuss their practices in North America and Asia. 
  E2: Energy Industry Panel: Spotlight on Solar Energy
Moderator: Andrea Pesce, UC Santa Cruz 
Brian Hardin, Plant PV
Ben Lenail, Alta Devices, Inc. 
Michael McGehee, Stanford University
Suvi Sharma, Solaria
Gang Xiong, First Solar, Inc. 

Listen in on a brief history and breakthrough highlights of the photovoltaic industry from renowned Stanford Professor Dr. Michael McGehee followed by short talks given by a panel of companies ranging from start-up to publicly traded. All working to benefit society and put solar on top of the energy market, each emphasizes the importance of early-stage, academic research in the context of technological advances and discovery, intellectual property transfer and fruitful academic-industry collaborations.
Noon – 1:30 pm Lunch with Industry Experts  
  Join us for a special lunch session where industry experts lead an informal table discussion on specific topics related to  academic industry interactions.

Companies represented include: Applied Materials, Lam Research, Bosch, Rambus, Osage University Partners, Pengshi Capital, Z-Park, Plug & Play, Silicon Valley Future Capital and Samsung. 

Sign up at the registration desk. Preferred seating is limited. 
1:30 - 3 p.m.. Workshops  
  F1: Life Science Industry Panel: New Frontiers of Precision Medicine
Moderator: Matthew Hinsch, Kilpatrick Townsend
Debbie Alexander, 23andMe
Amanda Cashin, Illumina Accelerator
Greg Fond, Sanofi
Precision medicine is changing the landscape of patient care. With the emergence of big data analytics and AI, development of novel therapies and how they are used to treat diseases has become increasingly precise. This session will focus on how companies are developing strategies to identify important disease biomarkers, stratify patient populations, and use that information to create more effective therapeutics. Industry representatives will describe both how data-driven analytics can be used to develop improved diagnostics and conversely, how biopharma can leverage that information to increase the chances of bringing a successful product to the market. The questions that we will seek to answer during this session are: How is a data-driven approach informing/altering traditional drug development? What technologies are companies with an interest in precision medicine seeking out? How is industry partnering with academia to advance precision medicine?
  F2 The Future Direction of High Tech
Moderator: Kandis Stubblefield, Stanford University 
Naamah Argaman, Applied Materials
Diane Hymes, Lam Research
Ida Shum, Samsung
Stefan Tamme, Rambus
Have you ever wanted a crystal ball to tell you what the future of electronic innovations will bring? Join our discussion with panel members from leading tech companies ranging from the fields of high performance communication systems to high capacity electronics. Not only will you learn what the major companies think the future will bring, but you will learn the type of technologies their company (and the market) is most interested in, the challenges companies face when creating and commercializing a new, innovative product, and the solutions companies tend to seek out in response to those challenges. After the discussion, you will have the opportunity to build lasting relationships discussing your high tech inventions with the panel members to address their particular company needs.
3 - 3:30 p.m.. Networking Break  
3:30 - 5 p.m.. Workshops  
  G1: Life Science Industry Panel: Rising to the Challenge of an Aging Population
Moderator: Todd Esker, Morgan Lewis
Nick Galli, Denali Therapeutics
Thorsten Melcher, Calico
Widya Mulyasasmita, J&J California Innovation Center
Isaac Veinbergs, Sanofi
The number of people in the United States that are age 65 or older is expected to more than double over the next three decades. The drastic growth of population aging due to longer life expectancy is associated with a significant increase in disease and burden on healthcare. Diseases affecting every part of the body including neurodegeneration, cancer, ophthalmic, and autoimmune disease are prevalent in older patients, and biopharmaceutical companies are already expending considerable resources to treat them. This session will address the following questions: What unique challenges exist in developing therapies for an aging population? What are the unmet needs in medical care for older patients? What are the trends in drug development in this population? What areas of research are companies looking to expand into to treat diseases that affect older people? What therapeutic modalities are companies avoiding in this space?
  G2: Industry Networking Session

Join us for this informal session to hear industry participants discuss what they are seeking from university partners. 
  G3: Artificial Intelligence Technology
Moderator: Maya Medeiros, Norton Rose Fulbright Canada
George Babu, Kindred AI
Jayant, Kumar, TEC Edmonton

There is much excitement and hype about artificial intelligence (AI) and revenue spend in the AI market is expected to be worth more than US$46 billion by 2020.  AI has huge potential to transform businesses in all industry sectors including law, finance, life sciences, healthcare, transport, and energy. For AI to gain acceptance and be trusted in a given sector, a business developing or using AI will need to take into account the ethical considerations and the legal factors that flow from them using a legal risk toolkit as a guide. Things can go wrong if the ethical-legal issues are not factored in, from inception of concept through to design, build, and operation of an AI system. 

5 – 6:30 pm Networking Reception  
Friday, Oct. 13    
7:30 – 11 am Registration and Exhibits  
7:30 – 8:30 am Continental Breakfast  
8:30 – 10 am Workshops  
  H1: Pre-Paid IP:  Determining the Future Today
Moderator:  Ryan Buckmaster, University of Washington 
Sri Balakrishnan, Oregon Health & Science University
Doug Hockstad, University of Arizona
William Vaughan, Colorado School of Mines
The negotiation of IP terms in university-industry sponsored research agreements has long been considered a pain point that slows down and potentially discourages collaboration between industry and academia. To address this and create a faster process with greater predictability for both sides, many universities have recently launched pre-paid IP programs offering predetermined terms for the IP that comes out of sponsored research. Four universities will share their experiences in implementing, offering and future directions of their institutions' pre-paid IP programs.
  H2: From Idea to Startup Success: Leveraging Your Ecosystem for Positive Impact
Moderator: Joann MacMaster, University of Arizona
Justin Anderson, Wisconsin Alumni Research Foundation
Ken Porter, Innovate Calgary
Brendan Rauw, Oregon Health & Science University

Building a successful university startup company can be rewarding. However, the process can also be lengthy, challenging, and resource intensive. This session will present best practices and considerations designed to help the participants leverage their own ecosystems in three ways:
1. To find and engage the right talent at the right time to build the startup team;
2. To consider a funding model that carries the startup team from idea through successful growth, and which includes POC, I-Corps, SBIR/STTR, and equity/other funding sources;  and
3. To engage the ecosystem for the facilities and ongoing support needed to create a smooth and successful transition for the startup team from University to market.
10 – 10:30 am Networking Break  
10:30 - Noon Plenary Session - Fireside Chat with John Cabeca, USPTO  
John Cabeca, Director of the West Coast Region of the USPTO
Ken Porter, Innovate Calgary
Sally Sullivan, Lathrop Gage LLP

Join us for an engaging fireside chat with John Cabeca, Director of the West Coast Region of the U.S. Patent and Trademark Office.
The session aims to close a productive meeting with a discussion of USPTO trends and policy initiatives at the interface with university technology transfer, startups and commercialization.
Audience participation is encouraged, so come with your questions as this will be an interactive session.
Noon Meeting Adjourns