AUTM 2017 Essentials of Academic Technology Transfer Course September 11 13, 2017 Crowne Plaza Dallas Downtown Dallas, TX USA

AUTM 2017 Essentials of Academic Technology Transfer Course September 11 13, 2017 Crowne Plaza Dallas Downtown Dallas, TX USA

AUTM 2017 Essentials of Academic Technology Transfer Course Preliminary Program About the AUTM Essentials Course The AUTM Essentials Course is designed for technology transfer professionals with 0-2 years of experience who are responsible for invention evaluation, intellectual property management, marketing and license negotiations. The course follows the life cycle of the invention, patenting, marketing and licensing process. The Essentials Course uses a mix of instruction, case discussions and small-group interactions to maximize useful learning and networking opportunities. Gain a better understanding of the fundamental goals and processes of academic technology transfer Learn different marketing tools and how to implement a variety of techniques to enhance overall effectiveness in your office Improve your evaluation and negotiation skills Explore various triage models and concepts that access critical evaluation information. The AUTM Essentials Course is interactive and includes plenty of case studies and examples. Questions and discussions will be encouraged. Added Value: AUTM Essentials Course registrants may attend sessions from the concurrent TOOLS Course curricula, maximizing educational value for each attendee s background, experience and interests, and broadening networking opportunities! Registered Technology Transfer Professional (RTTP) Demonstrate your expertise in the academic technology transfer profession by becoming a Registered Technology Transfer Professional (RTTP). All AUTM professional development courses and designated educational offerings and meetings are eligible for continuing education (CE) credits, which support your registration application. For more information about the registration process and requirements, visit the Alliance of Technology Transfer Professionals (ATTP) website at www.attp.info. Certified Licensing Professionals (CLP) Continuing Education Certified Licensing Professionals (CLP) are required to demonstrate continued competence in their field to maintain their certification status. Individuals who hold the CLP designation can renew their credential by earning at least 40 continuing education (CE) credits. All AUTM professional development courses and designated educational offerings on the topics of licensing, technology transfer and technology commercialization at AUTM conferences or meetings are eligible for CLP continuing education credits for certification renewal. Visit www.licensingcertification.org for more information on the recertification requirements. About AUTM The Association of University Technology Managers (AUTM) is a nonprofit organization dedicated to bringing research to life by supporting and enhancing the global academic technology transfer profession through education, professional development, partnering and advocacy. AUTM s more than 3,300 members represent managers of intellectual property from more than 350 universities, research institutions and teaching hospitals around the world, as well as numerous businesses and government organizations. AUTM 2017 Essentials of Academic Technology Transfer Course Program Committee Program Co-chairs Marie Kerbeshian, PhD, CLP University of Iowa Research Foundation Ellen Purpus, PhD, University of Nevada Reno Kristin Rencher, MBA, RTTP, Apio Partners Program Committee Dirk Benedict, MBA, CLP, Louisiana State University AgCenter Alexander P. Ducruet, PhD, CLP, Joseph Janda, MA, MBA, RTTP, Portland State University Andrew Maas, MS, JD, LLM, RTTP, Louisiana State University and A&M College Arundeep Pradhan, RTTP, Apio Partners Brian Shedd, PhD, Louisiana State University and A&M College Paul Tumarkin, MA, Tech Launch Arizona William Vaughan, PhD, Colorado School of Mines Ray Wheatley, MS, CLP, University of Texas Southwestern Medical Center (Retired) The AUTM Essentials Course will provide 15 hours of continuing education (CE) credits for those who attend the entire meeting. 2

Preliminary Program AUTM 2017 Essentials of Academic Technology Transfer Course Meeting Agenda Monday, September 11 7 a.m. 5 p.m. Registration 7 7:45 a.m. Continental Breakfast 7:45 8:30 a.m. Welcome to Technology Transfer We will provide an overview of both the TOOLS and Essentials Courses and how you can customize your experience by selecting sessions from each of the courses. 8:30 10 a.m. Foundations of Technology Transfer Arun Pradhan, Apio Partners Ellen Purpus, University of Nevada Reno Foundations will lay the groundwork for becoming an effective technology transfer professional. Specifically, you will learn the forces and factors to enable success, and the framework and context you need to do your job. What is the Bayh-Dole Act and how does it impact your commercialization efforts? Do stakeholders view your office as a service organization, and how does this affect your relationship with your faculty? Do your stakeholders even know you exist, and how do you promote brand awareness among them? Where do you and your office fit in your organization, and how does this affect your ability to do your job? 10 10:30 a.m. Networking Break 10:30 a.m. Noon Foundations of Technology Transfer Continued Noon 1:30 p.m. Lunch on Your Own 1:30 3 p.m. Innovation Assessment Dirk Benedict, Louisiana State University Arun Pradhan, Apio Partners Once you understand the Foundations of Technology Transfer, you ll have a growing pool of innovations to assess. In the segment, we review the basics of intellectual property management and teach skills to enable you to quickly and effectively assess commercial potential of new innovations. You will also learn the basics of valuation, and how to identify other factors that can enhance or derail your technology transfer efforts. 3 3:30 p.m. Networking Break 3:30 5 p.m. Market Research Dirk Benedict, Louisiana State University Kristin Rencher, Apio Partners With the assessment is complete and if the innovation is determined to be promising it s time to do the market research. You ll learn the basic tools and methods to conduct market research, how to develop your value proposition and pitch, and how to effectively position your technology for potential licensees. 5:15 6:30 p.m. Welcome Reception Meet your colleagues and form new friendships at this networking reception. Tuesday, September 12 7 a.m. 5 p.m. Registration 7 8 a.m. Continental Breakfast 8 10 a.m. Reaching Potential Partners Brian Shedd, Louisiana State University Paul Tumarkin, University of Arizona Next step is the business case. In this segment, you ll begin to pull together the outcomes of your assessment, valuation, and market research to make a strong business case for the technology. How do you develop and deliver a message that captures the attention of potential partners? And how do you balance these time-intensive efforts when there are so many other tasks placing demands on your time? And how do you find leads and effectively manage them? We will explore ways to keep you on track to find partners for your innovations. 10 10:30 a.m. Networking Break 10:30 a.m. Noon Innovation Transfer Strategies Arun Pradhan, Apio Partners Ray Wheatley, University of Texas Southwestern Medical Center (Retired) How do you get your innovations into the hands of your potential partner? Throughout the process, you will rely upon a number of agreements that let you share information, materials, experience, research activities, and intellectual property rights. This session will review the basics of CDAs/NDAs, MTAs, option agreements, sponsored research agreements, licenses, and others. Noon 1:30 p.m. Networking Lunch (provided) 3

AUTM 2017 Essentials of Academic Technology Transfer Course Preliminary Program Meeting Agenda Tuesday, July 12 (continued) Wednesday, July 13 1:30 3 p.m. Sharing Value through Licensing Andrew Maas, Louisiana State University Ray Wheatley, University of Texas Southwestern Medical Center (Retired) It s time to start working with your partner on the deal terms, both specific contract language as well as final financial terms. How do you take the information you learned during your assessment of the innovation and turn it into a license that works for both you and your partner? 3 3:30 p.m. Networking Break 7 10:30 a.m. Registration 7 8 a.m. Continental Breakfast 8 9:30 a.m. Basics of Negotiation Brian Shedd, Louisiana State University Ray Wheatley, University of Texas Southwestern Medical Center (Retired) You know what you want and what you need. So does your partner. It s time to learn the basics of negotiation so that you and your partner can arrive at a deal that works for both of you. In this highly interactive session, you ll learn the basics of negotiation and begin to deploy the skills you ve learned. 3:30 5 p.m. Sharing Value through Licensing Continued 9:30 10 a.m. Networking Break 10 a.m. Noon Beyond the Deal Instructor: Marie Kerbeshian, University of Iowa You may think you are done when you sign on the dotted line, but every successful technology transfer agreement starts a long, and hopefully successful, relationship. What role can you play to support the success of this relationship, and how does that impact your office and your own career development? Noon Course Adjourns AUTM thanks the following sponsor for their generous support: 4

Preliminary Program AUTM 2017 Essentials of Academic Technology Transfer Course General Information AUTM Essentials of Academic Technology Transfer Course September 11-13, 2017 Hotel Crowne Plaza Hotel Dallas Downtown 1015 Elm Street Dallas, TX 75202 USA Hotel Phone: +1-214-742-5678 Fax: +1-214-379-3577 Location We invite you to join us as at the Crowne Plaza Dallas Downtown. Ideally situated in the heart of downtown with easy access to the West End District, Bank of America Plaza and House of Blues. The Crowne Plaza has a 24 hour fitness and business center, an outdoor pool and THRIVE Restaurant and Nightclub. Hotel Accommodations AUTM has negotiated a discounted rate of $169.00 for single or double occupancy, plus applicable taxes. These rates will be available to attendees, based on availability, from Wednesday, September 6, through Saturday, September 16, 2017. Reserve a room online, or call the hotel at +1-877-227-6963 and identify yourself as an AUTM meeting attendee to obtain the special rate. Make reservations by August 18, 2017. Discounted room rates may not apply after this date. A credit card guarantee is required to hold your reservation. The hotel will charge the equivalent of one night s room and tax if cancellation notice is not provided to the hotel by noon at least 48 hours before scheduled arrival. Hotel check-in is 3 p.m. and checkout is noon. Airport Transportation Information Crowne Plaza Dallas Downtown is located about 7 miles, 16 minutes from Dallas Love Field Airport (DAL) and is approximately a $21 taxi fare. Dallas Fort Worth International Airport (DFW) is about 41 miles from the Crowne Plaza, a 50 minute cab ride and is approximately a $53. Shuttle service is available at the airport from Super Shuttle. One way rate is $12 - $16 per person one way. You can book online, please make your reservation to the airport at least 24 hours in advance to ensure your timely arrival to the airport. Car Rental Avis Rent A Car System Inc. is the official car-rental service for AUTM meetings. Avis agents can provide the best available rates during your stay. For reservations, call +1-800-331-1600 and reference the AUTM Avis Worldwide discount number J867535 to receive special pricing. If you prefer, make your reservation online. Parking Self-parking for overnight guests is $16.00 per day and valet is $30.00 per day. Rates include in and our privileges. Attire and Weather Attire for AUTM meetings is business casual. Average daytime high temperature in Dallas in September is 89 F (32 C); the average low temperature is 69 F (21 C). Because meeting room temperatures sometimes fluctuate, AUTM recommends bringing a light sweater or jacket. International Visas Travelers coming from qualified countries to the United States for tourism or business for 90 days or less may be eligible to visit the United States without a visa. For additional information visit www.travel.state.gov Registration Information Full meeting registration includes admission to all meeting workshops and group meal functions. An AUTM member attending either course may register one additional person from his or her organization at the reduced second registrant fee, saving $50. This special discount is only available to individuals who are accompanying an AUTM member from the same organization. The second registrant may register for either course. For example: The AUTM member may register for the AUTM Essentials of Academic Technology Transfer Course, and the second registrant may register for the AUTM TOOLS Course. Membership in AUTM is on an individual basis and member fees only apply to the individual who is considered a current member in good standing. Processing Registrations AUTM will process course registrations only when they are accompanied by a check or include credit card information. Please note: Registration forms, with fees paid, must be postmarked (if mailed) or received by fax by August 18, 2017, to qualify for the discounted early rate. Registrations received after August 18 must be paid at the higher rate. To be considered preregistered, your registration, changes or substitutions must be received by August 18, 2017. Exclusion from Registration Lists When you register you have the option to opt out of registration lists shared with fellow attendees and meeting sponsors. Pre- and postregistration lists include your name, company, mailing address and phone number. The pre-registration list is posted to the meeting website for all registered attendees to access. The pre- and postregistration lists are shared with meeting sponsors. When you select do not post my name on the registration list your name and contact information will be excluded from the pre-registration list posted on the website and removed from lists shared with sponsors. Sponsorship Opportunities Your sponsorship of AUTM professional development programming underscores your involvement in the technology transfer field and helps AUTM keep registration fees low - allowing technology transfer professionals from all backgrounds and skill levels to attend. A wide range of sponsorship opportunities are available. For details, contact Madhuri Carson by phone at +1-847-686-2362, or via email at mcarson@autm.net. Questions If you have questions about registration, contact Lauren Rich at AUTM headquarters via email at lrich@autm.net or by phone at +1-847-686-2351 or fax at +1-847-686-2253. 5

Save the Date for these future meetings Annual Meetings 2018 February 18 21 JW Marriott Desert Ridge Resort & Spa Phoenix, AZ USA 2019 February 10 13 JW Marriott Austin Austin, TX USA 2020 March 8 11 Manchester Grand Hyatt San Diego San Diego, CA USA 2021 March 14 17 Washington State Convention Center Seattle, WA USA Region Meetings Eastern Region Meeting October 2 3 Sheraton Boston Boston, MA USA Western Region Meeting October 11 13 Santa Clara Marriott Santa Clara, CA USA Partnering Forums Animal Health and Nutrition Technologies August 29-30 Sheraton Kansas City Hotel at Crown Center Kansas City, MO USA Advanced Manufacturing: Shaping and Joining Technologies October 18-19 Detroit MI USA Professional Development Compliance Course November 1-3 Hyatt Regency Bethesda Bethesda, MD USA Contracts Administrator NEW Agreement Compliance Course November 1-3 Hyatt Regency Bethesda Bethesda, MD USA Patent Administrator Intellectual Property Management Course November 1-3 Hyatt Regency Bethesda Bethesda, MD USA NEW