• Sep 24, 2024
    07:30 AM - 08:30 AM Coffee and Tea Service (Breakfast On Your Own)
    07:30 AM - 04:30 PM AUTM Connect
    Location: Curtis A/B
    07:30 AM - 04:30 PM Exhibits Open
    Location: Atrium II
    07:30 AM - 04:30 PM Registration
    Location: Phoenix Ballroom Foyer
    08:30 AM - 08:45 AM Welcome

    Speaker(s): Steve Foster, CSU STRATA

    08:45 AM - 10:00 AM Ethical Frameworks for AI: Navigating Legal, Trust, and Societal Challenges
    As Generative AI becomes prevalent in technology transfer offices, it is crucial to address the ethical implications and potential risks associated with its use. This timely and highly relevant panel will explore three key areas of concern for the use of AI in tech transfer: legal ethics, responsible AI practices, and societal ethics.

     

    The session will concentrate on critical issues such as data security and privacy, reliability and accuracy of AI outputs, and managing bias and fairness risks.

     

    This session will be structured into three components addressing specific aspects of AI ethics in the context of TTOs:

     
    1. "Legal Ethics" will delve into the ethical responsibilities of maintaining confidentiality and privilege when using AI systems, as well as the importance of transparency, disclosure, and human oversight in ensuring quality control of AI-generated work products. The panel will also review the ethics of AI-assisted inventorship and disclosure to the USPTO, a topic of growing importance as AI becomes more sophisticated. This component will feature a speaker from a law firm with expertise in AI and intellectual property.



    1. "Responsible AI" will present principles and frameworks for responsible AI, demonstrating how these principles can be applied in TTO settings to promote innovation engagement, using real-world use cases as illustrations. This segment will offer practical insights and strategies for implementing responsible AI practices, drawing on the expertise of speakers from both industry and academia.



    1. "Social Bias and Innovation Participation" will address societal ethics considerations, specifically the issue of bias in AI systems -- confronting the potential to replicate and amplify societal biases and discriminatory outcomes for various groups.  Panelists will discuss strategies for detecting and mitigating unwanted biases to ensure a broad base of innovation participation. The panel will also explore the potential impact of AI on innovation participation among underrepresented groups, such as women inventors, and discuss strategies to ensure a broad base for innovation participation.


     

    Summary: By addressing these three critical ethical considerations in the use of AI, this panel aims to equip TTO professionals with the knowledge and tools necessary to navigate the complex landscape of AI implementation while promoting responsible innovation and mitigating potential risks. Attendees will gain valuable insights and practical strategies for addressing legal, ethical, and societal challenges associated with AI in tech transfer.

     

    Learning Outcomes:

     
    1. Identify key ethical risks of Generative AI in TTOs.



    1. Understand legal ethics for AI confidentiality, transparency, and oversight.



    1. Examine AI-assisted inventorship ethics and USPTO disclosure requirements.



    1. Apply principles for using AI responsibly in TTOs.



    1. Recognize and mitigate AI bias and discriminatory outcomes.



    1. Explore AI's impact on underrepresented groups' innovation participation.



    1. Develop strategies for responsible AI adoption in TTOs.


     

    Location: Phoenix Ballroom

    Speaker(s): Charles Halloran, KPPB LLP; Thomas Hart, Amster Rothstein & Ebenstein LLP; John Sweet, Oregon State University; Tyson Winarski, Arizona State University


    Moderator(s): John Sweet, Oregon State University

    10:00 AM - 10:30 AM Networking Break
    10:30 AM - 11:45 AM Fostering Innovation and Maximizing Impact: How Collaboration Between Licensing and Venture Development Teams Drives Commercialization
    This proposal delves into the dynamic landscape of technology transfer and innovation, emphasizing the pivotal role of collaborative efforts between the University of Colorado, Boulder's NSF Innovation Corps (I-Corps) Hub West programs (both Regional and National I-Corps Programs) and the licensing team. Through an exploration of successful case studies and expert insights, participants will gain a comprehensive understanding of how the internal teams work together to accelerate the translation of research into commercial ventures and societal impact.
    Location: Phoenix Ballroom

    Speaker(s): Doug Hockstad, University of Arizona; Daniel Marshall, University of Colorado-Boulder; Taysha Williams, Innovation Hub at Texas Tech University; Amy Wullschleger-Graham, The University of Utah


    Moderator(s): Daniel Marshall, University of Colorado-Boulder

    11:45 AM - 12:45 PM Lunch
    12:45 PM - 02:00 PM Maximizing Tech Transfer Success: Utilizing AI for Outbound Marketing Strategies
    In today's rapidly evolving technological landscape, the success of technology transfer initiatives hinges on effective outbound marketing strategies. The use of Artificial Intelligence (AI) has become a crucial tool in this process, completely transforming the way organizations showcase their innovations to a worldwide audience.



    This educational session focuses on the convergence of outbound marketing and artificial intelligence (AI) in the field of technology transfer. It delves into the complexities of creating and executing strong strategies that enhance visibility and effectiveness. By utilizing AI, organizations can navigate complex market dynamics, identify opportunities, and foster fruitful collaborations that drive innovation forward.



    This session goes beyond theoretical discourse, offering actionable insights and practical frameworks tailored to the unique needs and challenges encountered in the tech transfer landscape. Drawing upon real-world case studies and best practices, participants will gain invaluable knowledge on:

    1. Understanding the role of AI in outbound marketing: Explore the fundamental principles of AI-powered marketing initiatives and how they can be tailored to enhance the visibility and commercialization potential of technology transfer endeavors.

    2. Developing targeted outreach strategies: Learn how AI-driven analytics can inform targeted outreach efforts, enabling organizations to identify and engage with prospective partners, investors, and stakeholders across diverse sectors and industries.

    3. Optimizing content creation and distribution: Discover innovative approaches for crafting compelling content and leveraging AI-powered tools to enhance content discoverability, engagement, and conversion rates across digital channels and platforms.

    4. Navigating ethical and regulatory considerations: Delve into the ethical and regulatory implications of deploying AI in outbound marketing initiatives and gain practical strategies for ensuring compliance and safeguarding sensitive data throughout the technology transfer process.

    Location: Phoenix Ballroom

    Speaker(s): Chase Bonhag, First Ignite; Andrew Rankin, Idaho National Laboratory

    12:45 PM - 02:00 PM Spinning Out Companies Without the Inventors Leading the Effort
    Location: Hanson

    Speaker(s): Sophie Fix, High Alpha Innovation; Jim Poss, CSU STRATA; Brynmor Rees, University of Colorado-Boulder; Steven Yackel, NREL; Marta Zgagacz, University of Colorado-Boulder


    Moderator(s): Brynmor Rees, University of Colorado-Boulder

    02:00 PM - 02:15 PM Transition Break
    02:15 PM - 03:30 PM Putting Together a Disclosure Where AI is Part of the Invention
    Putting together a disclosure where AI is part of the InventionThe number of disclosures that tech transfer offices are receiving involving artificial intelligence as part of the invention continues to grow. Putting together an application that meets the higher level of disclosure requirements for inventions involving artificial intelligence can be more challenging than traditional disclosures that offices are used to dealing with. This panel will walk through the type of information that should be identified and gathered from Principal Investigators and provided to outside counsel to optimize patent protection, what to include in the disclosure, and how to avoid typical obstacles under the patent law.
    Location: Phoenix Ballroom

    Speaker(s): Jonathan Gortat, Stanford University; Sebastian Greding, Berggren; Thomas Hart, Amster Rothstein & Ebenstein LLP; Charles Macedo, Amster Rothstein & Ebenstein LLP


    Moderator(s): Charles Macedo, Amster Rothstein & Ebenstein LLP

    02:15 PM - 03:30 PM What's New in University Venture Funds
    University Venture Funds have made a resurgance in recent years. If your institution is considering a fund or already has one, come listen to these experts talk about the factors to consider in a creating a fund, the results of a landscape survey of university venture funds, and full stories on their own venture funds. Areas covered will include models/structures of funds, fundraising, management, investment decision making, and internal and external considerations.
    Location: Hanson

    Speaker(s): Case Cortese, California Institute of Technology (Caltech); Kirsten Leute, Osage University Partners; Michael Psarouthakis, University of Michigan; Brynmor Rees, University of Colorado-Boulder


    Moderator(s): Kirsten Leute, Osage University Partners

    03:30 PM - 04:00 PM Networking Break
    04:00 PM - 05:15 PM Cultivating Innovations That Industry Wants
    University tech transfer offices are often measured by the number of licenses we execute each fiscal year. The prevailing argument is that increasing Invention Disclosure numbers logically leads to increased licensing opportunities, but is this truly the case? When one considers that a common thread in licensing is often endeavoring to find homes for disclosed technologies that are innovative and unique, but that don’t quite meet the market. Often these innovations may be an incremental change to an existing technology with no reasonable value proposition, or they may represent disruptive change, but are costly with low probability of adoption. Given this, the translatable quality of Invention Disclosures is also critically important to increase the likelihood of license success. As tech transfer and venture development professionals, we embrace the concepts of customer discovery and product/market fit, and we recognize that startup ventures that practice these philosophies are generally more successful. Therefore, perhaps we can bring the spirit of customer discovery and recognition of market need and expectations into the beginning of the research continuum before the innovation is fully developed. This panel will explore ways to grow and cultivate technologies for license success, such as programming, educating researchers, and growing ecosystems.
    Location: Hanson

    Speaker(s): Justin Anderson, Wisconsin Alumni Research Foundation (WARF); Kathleen Havey, University of Colorado-Boulder; Daniel Marshall, University of Colorado-Boulder

    04:00 PM - 05:15 PM Embedding AI Into TTO Operations
    Generative AI presents both opportunities and challenges for TTOs. This panel will explore strategic and practical considerations for embedding AI into TTO operations.

     

    The panel will open with the current AI landscape and its potential impact on university technology transfer. Panelists will then delve into key decision points TTOs face when considering adopting AI solutions. 

     

    We will explore three main themes during the discussion:

     
    1. Begin Now or Begin Later?  We will discuss the strategic choice of whether and when to start incorporating AI, weighing the potential benefits against costs and risks.


     

    1. How to Begin.  We will discuss options for embedding AI into existing TTO functions, from off-the-shelf tools to custom-built solutions.


     

    1. Understanding Workflows.  AI is not going to eliminate our jobs as much as change the content of our jobs. In this part of the panel discussion, we will present example use cases showing how to augment existing workflows with human-AI workflows. We will present best practices for designing and deploying AI, maintaining quality control, and measuring results.


     

    Panelists will provide practical insights and recommendations for TTO leaders seeking to leverage AI to streamline operations, empower staff, and ultimately drive more successful technology commercialization. The session will conclude with an interactive Q&A.

    Location: Phoenix Ballroom

    Speaker(s): Taylor Bench, Summit Venture Studio; Roi Eisenkot, University of Washington CoMotion; Katharine Ku, Wilson Sonsini Goodrich & Rosati; John Sweet, Oregon State University


    Moderator(s): John Sweet, Oregon State University

    05:30 PM - 07:00 PM Opening Reception - 3rd Floor - Skyview Terrace
  • Sep 25, 2024
    07:30 AM - 08:30 AM Coffee and Tea Service (Breakfast On Your Own)
    07:30 AM - 05:00 PM AUTM Connect
    Location: Curtis A/B
    07:30 AM - 05:00 PM Exhibits Open
    Location: Atrium II
    07:30 AM - 05:00 PM Registration
    Location: Phoenix Ballroom Foyer
    08:30 AM - 10:00 AM Benefits of Regional Networking for Tech Transfer Offices
    "The collaborative nature of the technology transfer community is one of its strengths. One critical reason individuals attend the AUTM meeting is to share knowledge and learn from one another, which helps elevate the whole community. Sharing experiences and best practices on a national and international level is invaluable, but some offices are taking a step closer and building stronger relationships at a state or regional level. In Colorado, several TTO offices large and small, public and private, university and federal entity, are gathering multiple times a year for a regional summit. As the researchers at the different represented institutions commonly collaborate, the technology transfer teams are also looking to build greater bonds and opportunities for collaboration. Attendees are becoming more familiar with the processes and regulations of other institutions, making it easier to work together on co-owned projects. The teams are also brainstorming what collaboration might exist for the offices to create and develop opportunities beyond what one office is likely to take on alone. Insights and best practices are shared and a network of support for offices of all sizes is developed.
    Location: Phoenix Ballroom

    Speaker(s): Aly Hoeher, CSU STRATA; Eric Payne, NREL; Ashley Thomas, University of Denver

    10:00 AM - 10:30 AM Networking Break
    10:30 AM - 11:45 AM It is Not Just About Money, It Is About Saving Life
    Everyone has data and knows it is worth something, but struggles with how to explain why monetizing data is not just about money but also about data stewardship that leads to improving and saving lives. Our panelists will explain the nuts and bolts and more for academic medical centers and healthcare systems to build an operation to license and/or build research partnerships using clinical data to advance precision medicine and improve healthcare delivery.
    Location: Hanson

    Speaker(s): Maedbh Heaney, Owkin; Charles Macedo, Amster Rothstein & Ebenstein LLP


    Moderator(s): Maedbh Heaney, Owkin

    10:30 AM - 11:45 AM Understanding and Avoiding Double Patenting Pitfalls Using Your Inter-Institutional Agreement (IIA)
    Obviousness-type double patenting (ODP) is a seemingly esoteric aspect of US judge-made patent law. While in many jurisdictions, a pate nt owner is restricted regarding claim scope that can be pursued in related applications, the US is permissive. US patent law allows patent owners to pursue patents having claims with overlapping scope, where the claims are obvious in view of each other, as long as they file a terminal disclaimer. In the terminal disclaimer, the patent owners disclaim any patent term that would otherwise extend beyond the term of the patent with obvious claim scope and agree that the patents must retain identical ownership to be enforceable. The ability to file a terminal disclaimer becomes complicated when researchers move from one institution to another but continue to engage in related research projects. This class will explore challenges associated with patent claim strategy in the US and foreign jurisdictions and opportunities to resolve these issues early on via the Inter-Institutional agreement (IIA). Attendees will learn about US, European, Israeli, Japanese, and Chinese restrictions for pursuing additional claims in continuations and/or divisional applications. Attendees will also learn why changes in ownership that can occur when researcher moves can prevent obtaining additional patents in the US and ways to address this upfront via the IIA.
    Location: Phoenix Ballroom

    Speaker(s): Donna Cyr, University of California (UCSB); Rivka Monheit, Pabst Patent Group LLP

    11:45 AM - 12:45 PM Lunch
    12:45 PM - 02:00 PM Latest Best Practices for Evaluating IP Disclosures: Leveraging Data and Government Initiatives to Make More Informed Patent Decisions
    Technology transfer offices need to demonstrate remarkable flexibility and resourcefulness to build profitability of academic IP and build socio-economic ecosystems. This task is all the more challenging in view of limited budgets, the current uncertain economic landscape, and recent anti-patent regulations. This panel will discuss latest best practices for evaluating prosecution and licensing of patent disclosures, including using legal considerations (the recent Supreme Court ruling on enablement as well as recent IPR decisions restricting the scope and enforceability of patent claims), advances in data analytics, product development costs, and recent government/patent office initiatives (such as the CHIPS act, Inflation reduction act, WIPO-GREEN partnership, USPTO patents for partnerships platform, and semiconductor expedited examination program). Panelist will include a patent attorney, a seasoned technology transfer professional, and hopefully a representative from industry/VC and a data analytics or product development service provider. The session will aim to be interactive (Q and A) and case study based where possible, and attendees will learn about latest patent rules and government initiatives.
    Location: Hanson

    Speaker(s): Chase Bonhag, First Ignite; Brendan Serapiglia, Gates and Cooper; Brendan Serapiglia, Gates and Cooper; Jessica Trostel, CSU STRATA


    Moderator(s): Brendan Serapiglia, Gates and Cooper

    12:45 PM - 02:00 PM Licensing Deep Tech is Not Like Licensing Biotech!
    Achieving our climate objectives demands the widespread adoption of innovative technologies, many of which originate from our esteemed universities. Licensing cutting-edge Deep Tech solutions, particularly in energy and climate sectors, necessitates a unique strategy compared to licensing in biotech, owing to distinct economic incentives. Start-ups pioneering Deep Tech fields like clean energy generation, low carbon cement, and energy storage face both high technical risk and high market risk, competing against entrenched incumbents in commodity markets who are not currently paying their environmental costs. How can your office support these Deep Tech ventures, fostering their success while helping to save the planet?
    Location: Phoenix Ballroom

    Speaker(s): Mary Albertson, Georgia Institute of Technology (Georgia Tech); Barath Chari, Wilson Sonsini Goodrich & Rosati; Katharine Ku, Wilson Sonsini Goodrich & Rosati; Aimee Rose, Activate.org

    02:00 PM - 02:30 PM Networking Break
    02:30 PM - 04:30 PM The Startup Chronicles– Insights from 94 Startups
    Life Sciences focused Venture Studio (General Inception) Co-founded 34 university startups*Physical Sciences focused Venture Studio (Rhapsody Venture Partners) Co-founded 24 university startups*Cottonwood Technology Fund – Invested in 26 early-stage deep tech startups (Life and Physical Sciences)*Xcellerant Ventures - Invested in 10 early-stage deep tech startups (Lie Sciences)*Faculty Entrepreneur (Zak Holman leads the entrepreneurship program and has three startup himself – Beyond Silicon, Swiftcoat, and Sunflex Solar)
    Location: Phoenix Ballroom

    Speaker(s): Vikram Chaudhery, General Inception; Janelle Goulard, Pangaea Ventures; Zak Holman, Arizona State University; Kirsten Leute, Osage University Partners; Chris Yoo, Xcellerant Ventures


    Moderator(s): Kirsten Leute, Osage University Partners