• Feb 18, 2024
    07:00 AM - 05:30 PM PDT
    Registration
    Location: Marriott Grand Ballroom, North Tower, Lobby Level
    07:00 AM - 07:00 PM PDT
    AUTM Meeting Place Conference Rooms
    Location: Catalina, Coronado & Newport Beach, South Tower, Fourth Floor
    07:30 AM - 04:00 PM PDT
    AUTM Leadership Communications Course
    Location: Pacific Ballroom 24, North Tower, Lobby Level
    07:30 AM - 04:00 PM PDT
    AUTM Marketing Course
    Location: Pacific Ballroom 26, North Tower, Lobby Level
    07:30 AM - 04:00 PM PDT
    AUTM Technology Valuation Course
    Location: Pacific Ballroom 25, North Tower, Lobby Level
    01:00 PM - 05:30 PM PDT
    AUTM Connect Help Desk
    Location: Marriott Grand Ballroom, North Tower, Lobby Level
    01:00 PM - 05:30 PM PDT
    AUTM Connect Partnering Place
    Location: Marriott Grand Ballroom 8-9, North Tower, Lobby Level
    04:00 PM - 05:00 PM PDT
    First-Time Attendee Briefing and Reception
    Location: San Diego Ballroom B, North Tower, Lobby Level
    05:30 PM - 06:30 PM PDT
    Fireside Chat with John Dearie

    As technology transfer continues to evolve from a transactional model to one that is heavy with startup development, Dearie will address the importance of sound public policy to thriving entrepreneurship, including expanding I-Corps, SBIR programming, full implementation of the CHIPS and Science Act, high-skilled immigration reform and improving access to capital for women founders and entrepreneurs of color.



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    Location: Marriott Grand Ballroom 1-7, North Tower, Lobby Level
    06:00 PM - 08:00 PM PDT
    Exhibit Hall Open
    Location: Pacific Ballroom 14-22, North Tower, Lobby Level
    06:30 PM - 07:30 PM PDT
    Surf, Salsa & Sips Opening Reception
    Location: Pacific Ballroom 14-22, North Tower, Lobby Level
  • Feb 19, 2024
    07:00 AM - 07:30 AM PDT
    Morning Mindfulness Meditation
    Morning Mindfulness Meditation

    You are invited to join a morning mindfulness meditation session to start the day. You can be an experienced meditator or someone just curious to try the first time. We will play guided meditation sessions selected from online sources and you are welcome to share your own favorite piece as well. We will keep it Short and Fun! Small group setting. No special clothing needed. Facilitated by Alice Li.  

    07:00 AM - 08:00 AM PDT
    Breakfast on Your Own (Coffee and Tea Available)
    Location: Marriott Grand Ballroom Foyer, North Tower, Lobby Level
    07:00 AM - 05:00 PM PDT
    AUTM Connect Help Desk
    Location: Marriott Grand Ballroom Foyer, North Tower, Lobby Level
    07:00 AM - 05:00 PM PDT
    AUTM Connect Partnering Place
    Location: Marriott Grand Ballroom 8-9, North Tower, Lobby Level
    07:00 AM - 05:00 PM PDT
    Contemplation Room
    Location: Rancho Santa Fe 3, North Tower, Lobby Level
    07:00 AM - 05:00 PM PDT
    Nursing Room
    Please request access to the Nursing Room at the Registration Desk.
    Location: Rancho Santa Fe 2, North Tower, Lobby Level
    07:00 AM - 05:00 PM PDT
    Registration
    Location: Marriott Grand Ballroom Foyer, North Tower, Lobby Level
    07:00 AM - 07:00 PM PDT
    AUTM Meeting Place Conference Rooms
    Location: Catalina, Coronado, Dana Point, La Costa, La Jolla, La Mesa, Malibu & Newport Beach, South Tower, Fourth Floor
    08:00 AM - 10:00 AM PDT
    Opening Plenary Session and Keynote Presentation Featuring Ed Damiano
    Ed Damiano, PhD, is a co-founder of Beta Bionics. Ever since his son developed Type 1 diabetes at 11 months of age, Damiano has been committed to building a bihormonal bionic pancreas. He has been a Professor of Biomedical Engineering at Boston University since 2004. He was an Assistant Professor of Mechanical Engineering at the University of Illinois prior to that. Damiano received a PhD in Applied Mechanics and a BS in Biomedical Engineering from Rensselaer Polytechnic Institute and an MS in Mechanical Engineering from Washington University in St. Louis. 



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    Location: Marriott Grand Ballroom 1-7, North Tower, Lobby Level
    09:30 AM - 06:00 PM PDT
    Exhibit Hall Open
    Location: Pacific Ballroom 14-22, North Tower, Lobby Level
    10:00 AM - 11:00 AM PDT
    Refreshment Break in the Exhibit Hall
    Location: Pacific Ballroom 14-22, North Tower, Lobby Level
    11:00 AM - 12:15 PM PDT
    ChatGPT and Generative AI -- What is it and how to Monetize it?
    OpenAI with ChatGPT and Dall-E, as well as other generative AI programs have opened a whole new world of tools and business models for creative professionals. A quantum leap in feasibility has occurred. Tech transfer offices need to understand what the promise is, and how to monetize it. The future is now.
    Location: San Diego Ballroom B, North Tower, Lobby Level

    Speaker(s): Matan Arazi, Matan Arazi; Nima Badizadegan, Nima Badizadegan; Stephanie Curcio, NLPatent; Jonathan Gortat, Stanford University; Charles Macedo, Amster, Rothstein & Ebenstein LLP; Justin Rerko, Tradespace


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

    11:00 AM - 12:15 PM PDT
    Concurrent Session 1 - Education and Roundtable Sessions
    11:00 AM - 12:15 PM PDT
    Enforcement of Plant-Related IP
    Someone has stolen your plant material. What now?! With overlapping regimes of protection, (PVPs, PBRs, trademarks, plant patents, utility patents, contracts) the enforcement of intellectual property rights for plants presents many unique challenges. Learn from our panel of experts on how to enforce these valuable rights to stop would-be infringers and valuable life lessons learned from those who have enforced these rights.
    Location: San Diego Ballroom A, North Tower, Lobby Level

    Speaker(s): Eloy Corona, Seed Innovation Protection Alliance; Jonathan Kennedy, McKee Voorhees & Sease PLC; Heidi Nebel, McKee, Voorhees & Sease, PLC


    Moderator(s): Heidi Nebel, McKee, Voorhees & Sease, PLC

    11:00 AM - 12:15 PM PDT
    Growing Your Career and Knowing Your Worth
    Because many technology transfer offices have a fairly flat managerial structure, understanding how best to grow your career can be tricky. Advancing your career may mean changing offices or finding ways to sell your special abilities to bring new functions to your current place of employment. In this session, professionals will discuss how they have built their careers, what choices they made and why.
    Location: Pacific Ballroom 24, North Tower, Lobby Level

    Speaker(s): Cheryl Junker, Dartmouth College; Bryce Pilz, University of Michigan; Yuan Si, University of Georgia; Tom Sweetman, Gardner Innovation Search Partners


    Moderator(s): Cheryl Junker, Dartmouth College

    11:00 AM - 12:15 PM PDT
    Hidden Founders: Diversifying Entrepreneurship and Closing the Pipeline Gap
    The percentage of female-only founded companies with venture capital deals has consistently risen - from 3.7% in 2008 to 7.5% in 2023 in the US and from 2.7% to 5.7% in Europe, during the same time period. However, the percentage of mixed gender teams is significantly higher, nearly 1 in 5! As part of a community that engages with early stage founders, we have an opportunity to change the metrics and hold ourselves accountable for decreasing the gap by finding and supporting "hidden founders." In this session, we’ll talk about initiatives at universities, large companies, venture capital funds and law firms that are shifting the conversation and bring to light new opportunities for non-typical founders, from early stage through to successful exit.
    Location: San Diego Ballroom C, North Tower, Lobby Level

    Speaker(s): Megan Aanstoos, VentureWell; Derrick Maultsby, Frost Brown Todd LLP; Nakia Melecio, Georgia Institute of Technology; Christiana Russell, We The Plug


    Moderator(s): Megan Aanstoos, VentureWell

    11:00 AM - 12:15 PM PDT
    How to Say “No” to Researchers and Industry so They Still Love You
    Learning how to say "No" well greatly enhances your professional life. Tech transfer professionals have to deliver many "No's". "No, we will not file a patent," "No, you didn't get proof-of-concept funding," "No, we will not spend more time on your invention," "No, we can't accept these licensing terms," "No, your valuation is wrong." The list goes on. Using everything from your body language to a very selective choice of words can make a big difference in your success. If you have trouble saying "No," this session is for you. Join us.
    Location: Marriott Grand Ballroom 11, North Tower Lobby Level

    Speaker(s): Tom Flanagan, University College Dublin


    Moderator(s): Tom Flanagan, University College Dublin

    11:00 AM - 12:15 PM PDT
    Innovation Harvesting: Techniques for Internal Marketing
    Join this overview on innovation cultivation as we discuss strategies and practices used by TTOs to not only amplify their presence within their institutions but also to forge meaningful connections with campus visionaries. Unearth the power of techniques like TTO representation at departmental office hours, campus-wide presentations, pioneering lab tours in collaboration with industry leaders, celebratory inventor recognition events, engaging after-hours socials, enlightening technology showcases, and empowering I-Corps experiences. Join us in this insightful session as we explore the art of nurturing innovation on your campus.
    Location: Marriott Grand Ballroom 10, North Tower, Lobby Level

    Speaker(s): Russell Hopper, Oklahoma State University


    Moderator(s): Russell Hopper, Oklahoma State University

    11:00 AM - 12:15 PM PDT
    Navigating Industry-University Relations in Engineering & Physical Science
    In this session, we will illustrate the alignment of interests and myriad opportunities for partnership between universities and industry in the engineering and physical sciences. We’ll introduce common conflicts that inhibit the translation of technologies in this sector and build empathy and understanding for the perspectives of each type of stakeholder (university researcher, university tech transfer professional, industry researcher, industry in-house counsel). The session will highlight success stories in university-industry collaborations in the engineering and physical sciences, related to internal communication, university policies, relationship management, and creative approaches to structuring relationships and agreements.
    Location: Pacific Ballroom 26, North Tower, Lobby Level

    Speaker(s): Michelle Chitambar, University of Illinois, Urbana-Champaign; Raymond Cluckey, University of Michigan; Stephanie Whitehorse, Wisconsin Alumni Research Foundation (WARF)


    Moderator(s): Stephanie Whitehorse, Wisconsin Alumni Research Foundation (WARF)

    11:00 AM - 12:15 PM PDT
    Paying the Heirs of Deceased Inventors
    More than four decades after the passage of the Bayh-Dole Act, technology transfer staffs are faced with morbid notifications that their inventors have passed away, necessitating discussions about payment of royalties to those inventors’ heirs. Whether it is for the remainder of a patent’s life, or in perpetuity for research tools and other unpatented technologies, technology transfer offices must prepare for the inevitable. Join us for this session to consider policies on paying royalties to the heirs of deceased inventors.
    Location: Marriott Grand Ballroom 12, North Tower, Lobby Level

    Speaker(s): Jenna Matheny, University of New Hampshire; Katherine Pollard, University of Michigan; Kim Rosenfield, Dartmouth College; Amanda Sorensen, University of Michigan


    Moderator(s): Katherine Pollard, University of Michigan

    11:00 AM - 12:15 PM PDT
    Public Backlash in Response to University Patent Litigation: Fact or Fiction?
    Some universities are reluctant to litigate their patents, fearing backlash from potential industry partners, employers of graduates, or donors. Others fear accusations of being a "patent troll" and negatively view patent infringement lawsuits as contrary to public policy. How many universities express or harbor these fears? Are they justified in fact? Or are they mythical bogeymen, designed to scare universities?
    Location: Marriott Grand Ballroom 13, North Tower, Lobby Level

    Speaker(s): Doug Aguilera, Aguilera & Associates; David Day, DDay Ventures; DJ Nag, InnovAito, LLC; Jeffrey Telep, King & Spalding

    11:00 AM - 12:15 PM PDT
    Tech Transfer and Venture Capital
    Discuss and share practices in tech transfer and venture capital partnerships, as well as common pitfalls of academic spinouts in the earliest and most vulnerable stages of creation.
    Location: Pacific Ballroom 23, North Tower, Lobby Level

    Speaker(s): Patrick Reynolds, Emory University Office of Technology Transfer


    Moderator(s): Patrick Reynolds, Emory University Office of Technology Transfer

    11:00 AM - 12:15 PM PDT
    What Happens in DC Doesn't Stay in DC
    While it's easy to discount what happens in the US capital, the fact remains that decisions made by Congress, the courts and federal agencies matter to tech transfer. Policy choices made in Washington can change the nature of the work US tech transfer offices do. This session will cover current Washington, DC corridor issues that affect tech transfer, including key court cases. This session is a must for tech transfer professionals who want to fight for our ability to serve the public.
    Location: Pacific Ballroom 25, North Tower, Lobby Level

    Speaker(s): Joseph Allen, Bayh-Dole Coalition; Robert Hardy, Council on Governmental Relations; Sheila Kadura, University of Texas System; Mike Waring, AUTM


    Moderator(s): Mike Waring, AUTM

    12:15 PM - 01:00 PM PDT
    Attendee Lunch
    Location: Marriott Grand Ballroom 1-7, North Tower, Lobby Level
    12:15 PM - 01:45 PM PDT
    Directors Lunch (Invitation Only)
    Location: Marina Ballroom E, South Tower, Third Floor
    12:15 PM - 01:45 PM PDT
    Sponsors' Lunch (Invitation Only)
    Location: Marina Ballroom D, South Tower, Third Floor
    01:00 PM - 01:45 PM PDT
    Dessert Reception in the Exhibit Hall
    Location: Pacific Ballroom 14-22, North Tower, Lobby Level
    01:45 PM - 03:00 PM PDT
    Achieving Success in Technology Transfer: A Global Perspective
    We are facing a challenging global innovation race where the winning strategy will rely heavily on the efficiency of our research translation models. With the US government passing the CHIPS and Science Act, there is now a significant focus on the creation of translational "ecosystems" and how technologies can effectively be taken to market. Connecting the dots is not an easy task and requires the critical interplay of at least four factors: innovation or research, entrepreneurship, funding and intellectual property. The diversity of strategies around the globe shows us that a successful regional ecosystem needs to be fostered through strong public-private partnerships. Given the crucial interplay of the four factors, technology transfer offices may become the centers of attraction. How are these offices shifting toward a new strategy? Have changes already been made since the passage of the CHIPS and Science Act to provide broader mandates? How are global regions dealing with the acceleration of research translation? In this session we’ll discuss the prioritization and preparation in a global race for innovation.
    Location: Marriott Grand Ballroom 11, North Tower, Lobby Level

    Speaker(s): Sukla Chandra, GE India; Nirdesh Gupta, Cedars-Sinai Medical Center; Andrei Iancu, Sullivan & Cromwell; DJ Nag, InnovAito, LLC


    Moderator(s): DJ Nag, InnovAito, LLC

    01:45 PM - 03:00 PM PDT
    AI & IP: A Match Made in Tech Transfer Marketing Heaven
    Take a deep dive into the world of AI-powered tools designed to supercharge your tech transfer marketing efforts. You will discover the latest and greatest available for promoting your inventions and innovations. We will start by reviewing the AI marketing landscape, covering a range of tools and techniques that will leave you feeling like an AI marketing master. Then, we will zoom in on ChatGPT, the AI version of the Bing search engine and other tools powered by the ChatGPT AI. We explain how they work and how they can be your secret weapon for marketing your high potential IP. You will hear about the process of applying AI to your marketing strategy, with specific examples of how to integrate AI into your tech transfer process. And because we are all about keeping it real, we will dive into a candid discussion about the potential pitfalls and ethical concerns that can come with using AI (combating AI hallucinations and errors, how generalist tools can provide substandard results and preventing tool overload). We will also chat about how to choose the right tool for your tech transfer marketing needs.
    Location: Pacific Ballroom 24, North Tower, Lobby Level

    Speaker(s): Reid Blackman, Virtue; Dvorah Graeser, KISSPLatform Europe BV; Jericho Wilkerson, Kentucky Commercialization Ventures


    Moderator(s): Dvorah Graeser, KISSPLatform Europe BV

    01:45 PM - 03:00 PM PDT
    Biological Targets: Strategies for Patenting, Collaboration and Commercialization
    This panel will explore the intellectual property protection and commercialization of biological targets, a common subject of invention disclosures. Biological targets are the molecules that drugs can be designed to interact with, and they have the potential to revolutionize the treatment of diseases. However, patenting and commercializing biological targets alone without composition of matter can be tricky. Developing composition of matter usually requires collaboration. This panel will discuss the challenges and opportunities associated with method of use patents. We will explore various collaboration models (with traditional biotech companies, AI-based drug discovery companies, non-profit, etc) for drug discovery. 
    Location: Pacific Ballroom 26, North Tower, Lobby Level

    Speaker(s): Fern McSorley, Absci; Janet Ralbovsky, Dana-Farber Cancer Institute; Rachal Winger, Lee & Hayes, PC; Ziyan Zhang, Fred Hutchinson Cancer Center


    Moderator(s): Ziyan Zhang, Fred Hutchinson Cancer Center

    01:45 PM - 03:00 PM PDT
    Concurrent Session 2 - Education and Roundtable Sessions
    01:45 PM - 03:00 PM PDT
    Cracking the Code of Federal Programs: NSF ART, NSF Engines and EDA Tech Hubs Insights
    Come participate in a lively discussion that will explore the current programs that the NSF and EDA have rolled out in the last 12 months focused on technology transfer, technology translation, economic development, and regional ecosystems. You will be able to hear from and ask questions to representatives from NSF, NSF ART awardees, NSF Engines Type 1 awardees, and NSF Engines Type 2 Awardees, and EDA TechHubs. We will also share about the new NACIE National Entrepreneurship strategy. 

    Hear their stories. How they pulled together a winning/competitive proposal, what worked, what didn’t seem to work, where were the hiccups, etc.

    Location: San Diego Ballroom B, North Tower, Lobby Level

    Speaker(s): Nghia Chiem, University of Alabama; Pradeep Fulay, NSF; David Gulley, Puerto Rico Science,Technology and Research Trust; Andrew Maas, Louisiana State University; Stacey Patterson, Florida State University; Brynmor Rees, University of Colorado-Boulder; Eric Smith, U.S. Department of Commerce, Economic Development Administration


    Moderator(s): Andrew Maas, Louisiana State University

    01:45 PM - 03:00 PM PDT
    Extending Exclusive Rights for a Higher Royalty
    There is a tendency to over-emphasize patent rights in licensing agreements, as if there were no other rights having value, and as if the duration of exclusivity is limited only to patent term. These are major misconceptions.  

    For example:  One may derive a royalty based on know how, which exists even if a patent never issues. One may also derive a royalty in the drug and medical device field based on exclusivity derived by the requirements for regulatory approval, including Marketing Data Exclusivity and Supplemental Protection Certificates in the European Patent Convention countries, which may extend far beyond patent term.These means to extend royalty income ares contingent upon these provisions being defined in the agreement, and licensed as a part of, not subsumed within, the patent rights.  This is particularly important in the case of technology which changes rapidly, and may no longer be relevant by the time the patent issues, and in those cases where there may be little to no patent term left by the time a drug or medical device has regulatory approval, as well as in the situations where no patent application was filed in the relevant jurisdiction.

    Location: Marriott Grand Ballroom 10, North Tower, Lobby Level

    Speaker(s): Patrea Pabst, Pabst Patent Group


    Moderator(s): Patrea Pabst, Pabst Patent Group

    01:45 PM - 03:00 PM PDT
    How Many Ways Can You Slice a Pie?
    Revenue distribution is one of the most complicated and intricate processes in tech transfer offices. No matter how many times you divvy up the revenue your office receives, it seems like there’s always one more twist on how to do it. From complicated revenue sharing agreements among research partners, to faculty requesting special treatment, to managing ongoing concurrent IP policies, there are many ways to calculate revenue distributions. Join us for a discussion about all things revenue distribution.
    Location: Pacific Ballroom 23, North Tower, Lobby Level

    Speaker(s): Jen Folger, Emory University


    Moderator(s): Jen Folger, Emory University

    01:45 PM - 03:00 PM PDT
    Industry/Academia Connect and Collaborate (Part 1)
    Join the leaders of industry and academia to network and learn about early-stage technology acquisition opportunities. You’ll get an inside track on what types of technologies industry partners seek and the best way to contact them. You’ll meet representatives from various companies.
    Location: San Diego Ballroom A, North Tower, Lobby Level

    Speaker(s): Irene Blat, Servier Pharmaceuticals; Dinesh Divakaran, Owkin; Mark Fairey, STEMCELL Technologies Inc; Ruben Flores-Saaib, Hermes Life Sciences; David Lough, Chiesi USA; Ayelet Marom, BioTools Innovator; Nelson Medeiros, Novartis Institutes for BioMedical Research; Shane Peng, AstraZeneca; Stefan Schweizer, Thermo Fisher Scientific; HIDEHIRO Suzuki, Ono Pharma USA, Inc.

    01:45 PM - 03:00 PM PDT
    Mastering Master Agreements
    Mastering master agreements is a critical skill for businesses/universities operating in the innovation ecosystem. This session focuses on a distinct area of knowledge or skill that is essential for understanding and navigating the complexities of licensing, startup and IP agreements. As technology continues to advance and new forms of intellectual property emerge, navigating the legal and business landscape requires a thorough understanding of master agreements and their implications. A poorly structured agreement can lead to significant financial and legal consequences for all parties involved. Therefore, it is essential to have a deep understanding of the pros and cons of these agreements to make informed decisions that maximize the impact and value of these partnerships while mitigating risks from the outset.
    Location: Pacific Ballroom 25, North Tower, Lobby Level

    Speaker(s): James Bowen, University of Pennsylvania; Chelsea Ex-Lubeskie, University of Kentucky; Chris Fick, University of Michigan; Jonathan Tyler, University of Utah


    Moderator(s): Jonathan Tyler, University of Utah

    01:45 PM - 03:00 PM PDT
    Strategies for New Ventures in a Dynamic Environment Facing Today's Geopolitical Realities
    Starting a new venture is always a daunting task fraught with challenges. It has become more complex due to global financial uncertainty and international tension. In this session, we’ll discuss the current challenges with new venture formation, particularly changing national security concerns and the impact on new ventures seeking and securing foreign investment. Panelists will provide guidance and strategies institutions can use to navigate these challenges when creating new ventures.
    Location: San Diego Ballroom C, North Tower, Lobby Level

    Speaker(s): Adam Falconi, Mintz LLP; Sisi Jia, University Health Network; Melissa Schwaller, Hogan Lovells; Omar Wakil, Torys LLP


    Moderator(s): Sisi Jia, University Health Network

    01:45 PM - 03:00 PM PDT
    The Economic Imperative of FemTech Innovation
    Less than 2% of the global healthcare technology pipeline is focused on conditions beyond oncology that are largely specific to women. It’s estimated that by doubling the current National Institutes of Health investment in just three diseases that disproportionately impact women, and assuming a small 0.01% health improvement, the demonstrated aggregate cost savings to society and corresponding ROIs would be astonishing recognition of the disparities in investment into women's health and the potential profound impact further investment could have on society has spawned the creation of the "FemTech" industry, which develops products and services that address conditions that solely or disproportionately impact the health of women and girls. In this session, we’ll discuss guiding FemTech discoveries through the unique challenges faced by companies commercializing products focused on women's health.
    Location: Marriott Grand Ballroom 13, North Tower, Lobby Level

    Speaker(s): Barbara Bry, Blackbird Ventures; Lori Frank, Women's Health Access Matters (WHAM); Kirsten Leute, Osage University Partners; Sonia Sharma, La Jolla Insiture for Immunology; Caitlin Wege, Moodoos Investments


    Moderator(s): Kirsten Leute, Osage University Partners

    01:45 PM - 03:00 PM PDT
    Working With Your Institution’s Development Officers
    While tech transfer offices have expanded from being the "patent offices," development/giving offices have also changed significantly from being solely focused on fundraising for buildings, athletics and chairs. University alumni, parents and other donors have become more interested in innovation and entrepreneurship, requiring development officers who understand translational research and can talk intelligently with scientists. Tech transfer offices need to learn the unique skills involved in talking to donors and designing programs of interest in partnership with this new breed of development officers.
    Location: Marriott Grand Ballroom 12, North Tower, Lobby Level

    Speaker(s): Matt Hutter, Duke University; Michael Psarouthakis, University of Michigan; Robin Rasor, Duke University


    Moderator(s): Robin Rasor, Duke University

    03:00 PM - 03:45 PM PDT
    Refreshment Break in the Exhibit Hall
    Location: Pacific Ballroom 14-22, North Tower, Lobby Level
    03:45 PM - 05:00 PM PDT
    And the Award Goes to: The Benefits of Applying for Awards
    Winning an innovation or technology transfer award can help solidify your technology transfer office's (TTO's) reputation as a source for innovative solutions and show your appreciation for the people who participate in the innovation process. It also can demonstrate to internal and external stakeholders the value of tech transfer and how successfully your TTO supports your institution’s mission. Further, applying for an award can be part of a savvy strategy to elevate the profile of your office and cultivate a productive relationship with your institution's researchers, management and potential partners/licensees. Even if the nomination doesn't win, just going through the application process tells the participants that their efforts are important, valued and appreciated. In this session, we’ll share a large and varied list of the top invention and tech transfer-related awards, discuss how to identify the right award for different technologies/projects and successes, and offer tips on how to position your TTO for a win.
    Location: Pacific Ballroom 24, North Tower, Lobby Level

    Speaker(s): Marisa Naughton, Fuentek LLC; Michael Paulus, Oak Ridge National Laboratory; Kenneth Porter, University of Maryland; Laura Schoppe, Fuentek LLC


    Moderator(s): Laura Schoppe, Fuentek LLC

    03:45 PM - 05:00 PM PDT
    Building Clinical Data-Driven Research and Licensing Partnerships With Industry.
    Clinical data has become more than just the proof of a specific trial. It’s important not just for hospitals, but also universities with medical centers and academic medical centers. As point-of-care and medical research data become more prevalent and valuable for training, technology transfer licensors are forced to consider and develop best practices for licensing/sharing such data. This session will discuss how to develop a partnership for data-driven research and licensing.
    Location: Marriott Grand Ballroom 11, North Tower, Lobby Level

    Speaker(s): Dinesh Divakaran, Owkin; Charles Macedo, Amster, Rothstein & Ebenstein LLP; Mike McGarry, University of Colorado-Anschutz Medical Campus; Elizabeth Sheckler, NYU-LH


    Moderator(s): Dinesh Divakaran, Owkin

    03:45 PM - 05:00 PM PDT
    Career Growth for the Operations Professional
    In this session, we'll help you envision your future in the field of operations, and you will discover effective strategies and resources for fostering career growth. You’ll learn how to identify and leverage unique strengths, acquire new skills and build a professional network that supports career advancement. Attendees will gain a clear roadmap for achieving professional goals to unlock their full potential within the TTO landscape.
    Location: Pacific Ballroom 26, North Tower, Lobby Level

    Speaker(s): Michael A. “Dixon”, Georgia Institute of Technology (Georgia Tech); Stella Colic, Stanford University; Jennifer Langenberger, University of Pennsylvania; James Licklider, University of Chicago


    Moderator(s): James Licklider, University of Chicago

    03:45 PM - 05:00 PM PDT
    Compliance as a Team Sport
    Successful compliance programs don't succeed without the expertise of a robust team. Whether you’re a player with knowledge in finance, data analytics, patents, business development, agreements/contracts or other aspect of technology transfer, successful compliance needs you. Join us to learn how best practices leverage all disciplines that share in the success of compliance responsibilities.
    Location: Pacific Ballroom 25, North Tower, Lobby Level

    Speaker(s): Hannah Carbone, California Institute of Technology (Caltech); Robert Reardon, University of Chicago; Jodie Richardson, Massachusetts Institute of Technology (MIT); Kyrsten Woolstenhulme, University of Utah PIVOT Center


    Moderator(s): Jodie Richardson, Massachusetts Institute of Technology (MIT)

    03:45 PM - 05:00 PM PDT
    Concurrent Session 3 - Education and Roundtable Sessions
    03:45 PM - 05:00 PM PDT
    How to Effectively Collaborate With Your Development/Alumni Relations Office
    Join us to explore the collaborative opportunities found between university technology transfer offices and development/alumni relations offices in advancing common goals. Universities across the world are increasingly investing in technology transfer initiatives to bring their research and innovation to market. At the same time, development and alumni relations offices play a crucial role in fostering engagement and building lasting relationships with the university's alumni and donor community. This session will explore how to effectively build communication channels between these stakeholders to harmonize metrics and incentives among different VP offices, how to develop collaborative programs and events that engage alumni and donors in the innovation process and how to leverage the expertise of development offices and alumni networks to support tech transfer and commercialization initiatives.
    Location: Marriott Grand Ballroom 12, North Tower, Lobby Level

    Speaker(s): Natasha Bliss, San Diego State University; Brian Darmody, Association of University Research Parks; Tatiana Litvin-Vechnyak, Georgetown University; Ngoc Ha Nguyen, Salk Institute; Anne O'Donnell, UC San Diego


    Moderator(s): Brian Darmody, Association of University Research Parks

    03:45 PM - 05:00 PM PDT
    Industry/Academia Connect and Collaborate (Part 2)
    Join the leaders of industry and academia to network and learn about early-stage technology acquisition opportunities. You’ll get an inside track on what types of technologies industry partners seek and the best way to contact them. You’ll meet representatives from various companies.
    Location: San Diego Ballroom A, North Tower, Lobby Level

    Speaker(s): Sukla Chandra, GE India; Sarina El, OneValley Inc.; Justin Mahan, FedTech; Kevin McCreight, Eastman Chemical Company; Leah Speser, Research and Innovation Foundation of the Republic of Cyprus; Tari Suprapto, Novo Nordisk Research Center Seattle

    03:45 PM - 05:00 PM PDT
    Physical Sciences and Engineering Roundtable
    Location: Marriott Grand Ballroom 10, North Tower, Lobby Level

    Speaker(s): Jim Deane, University of Oregon; Jonathan Gortat, Stanford University


    Moderator(s): Jim Deane, University of Oregon; Jonathan Gortat, Stanford University

    03:45 PM - 05:00 PM PDT
    Plant Licensing and Intellectual Property Protection
    Join this roundtable for a chance to talk to your peers about topics unique to plant variety licensing and intellectual property protection.
    Location: Pacific Ballroom 23, North Tower, Lobby Level

    Speaker(s): Janie Hurley, Texas A&M University System


    Moderator(s): Janie Hurley, Texas A&M University System

    03:45 PM - 05:00 PM PDT
    Scaling Social Innovation: Illuminating New Pathways for Impact
    Social innovation is a critical force for driving positive change. This session will share how tech transfer offices can better support academic entrepreneurs as they scale social innovation along different pathways and outline the positive impacts of this work for universities. Join us to get a more concrete understanding of what social innovation looks like, best practices and tools for how to scale impact along both commercialization and non-commercialization pathways and a deepened understanding of how this work can benefit tech transfer offices and universities.
    Location: Marriott Grand Ballroom 13, North Tower, Lobby Level

    Speaker(s): Coryell Boffy, Axelys; Himani Nailwal, Innovate Calgary; Joanne Nowak, Innovate Calgary; Ola Tjornbo, University of New Brunswick


    Moderator(s): Joanne Nowak, Innovate Calgary

    03:45 PM - 05:00 PM PDT
    The Evolution of University Impact Investing - It's Not Just About Student Startups Anymore
    Universities and technology commercialization offices have increasingly taken on the role of investors in support of research-based startups. They have explored and created new investment strategies that benefit the university ecosystem, as well as the regional and state economies where they are based. This evolving tech transfer concept, combined with investment decisions landing outside of traditional university endowment management teams, has brought new opportunities and challenges for tech transfer teams. This has dramatically changed the conversation and focus regarding innovation, commercialization and entrepreneurship with university leadership, alumni and state and federal legislators. This session will cover several current and recently launched investment initiatives and the impacts of these programs at their respective universities. It will be oriented toward university impact investing, which includes traditional gap funding and investing in student and university research based startups and investment programs that have a broader economic and ecosystem impact.
    Location: San Diego Ballroom C, North Tower, Lobby Level

    Speaker(s): Richard Chylla, University of Virginia Licensing & Ventures Group; Case Cortese, California Institute of Technology (Caltech); Michael Psarouthakis, University of Michigan; Kelly Sexton, University of Michigan


    Moderator(s): Michael Psarouthakis, University of Michigan

    03:45 PM - 05:00 PM PDT
    Top 10 Court Decisions of the Year Affecting Licensing
    Back by popular demand (again!). Join us to discuss the top 10 court decisions affecting licensing and the implications of each decision when drafting and negotiating patent license agreements.
    Location: San Diego Ballroom B, North Tower, Lobby Level

    Speaker(s): Russell Levine, Kirkland & Ellis LLP


    Moderator(s): Russell Levine, Kirkland & Ellis LLP

    05:00 PM - 06:00 PM PDT
    Industry/Academia Connect and Collaborate Networking Reception
    Location: Pacific Ballroom 14-22, North Tower, Lobby Level
    06:00 PM - 07:00 PM PDT
    Opening Reception
    Location: Marriott Grand Ballroom 1-7, North Tower, Lobby Level
  • Feb 20, 2024
    07:00 AM - 07:00 PM PDT
    AUTM Meeting Place Conference Rooms
    Location: Catalina, Coronado, Dana Point, La Costa, La Jolla, La Mesa, Malibu & Newport Beach, South Tower, Fourth Floor
    07:30 AM - 08:00 AM PDT
    Morning Mindfulness Meditation
    Morning Mindfulness Meditation

    You are invited to join a morning mindfulness meditation session to start the day. You can be an experienced meditator or someone just curious to try the first time. We will play guided meditation sessions selected from online sources and you are welcome to share your own favorite piece as well. We will keep it Short and Fun! Small group setting. No special clothing needed. Facilitated by Alice Li.  

    07:30 AM - 08:30 AM PDT
    Breakfast on Your Own (Coffee and Tea Available)
    Location: Marriott Grand Ballroom Foyer, North Tower, Lobby Level
    07:30 AM - 05:00 PM PDT
    AUTM Connect Help Desk
    Location: Marriott Grand Ballroom Foyer, North Tower, Lobby Level
    07:30 AM - 05:00 PM PDT
    AUTM Connect Partnering Place
    Location: Marriott Grand Ballroom 8-9, North Tower, Lobby Level
    07:30 AM - 05:00 PM PDT
    Contemplation Room
    Location: Rancho Santa Fe 3, North Tower, Lobby Level
    07:30 AM - 05:00 PM PDT
    Nursing Room
    ​Please request access to the Nursing Room at the Registration Desk.
    Location: Rancho Santa Fe 2, North Tower, Lobby Level
    07:30 AM - 05:00 PM PDT
    Registration
    Location: Marriott Grand Ballroom Foyer, North Tower, Lobby Level
    08:30 AM - 10:00 AM PDT
    Plenary Session: The Present and Future of Artificial Intelligence and Machine Learning Featuring Hilary Mason
    Hilary Mason's career is defined by pushing the limits of what big data and machine learning can achieve. She is the co-founder and CEO of Hidden Door, a gameplay platform that uses generative artificial intelligence (AI) and large language models (LLMs) to allow users to play in the world of their favorite book, movie or TV show. She is also the founder of Fast Forward Labs, a machine intelligence research company.



    ‍In her former role as the Data Scientist in Residence at Accel, a leading Silicon Valley venture capital firm, she advised companies large and small on their data strategy. In her four-year tenure as Chief Scientist for bitly, the popular link-shortening service, she led a team that studied attention on the internet in real time, doing a mix of research, exploration and engineering.



    Mason is the co-founder of hackNY, a non-profit that helps talented engineering students find their way into the startup community of creative technologists in New York City; co-host of DataGotham, an annual event for professionals involved in data science; and member of NYCResistor. She advises a number of companies, including Mortar, collective[i], DataKind, Betaspring, and TechStars New York City. She also served on Mayor Michael Bloomberg’s Technology and Innovation Advisory Council.



    View Closed Captioning

    Location: Marriott Grand Ballroom 1-7, North Tower, Lobby Level
    09:30 AM - 04:00 PM PDT
    Exhibit Hall Open
    Location: Pacific Ballroom 14-22, North Tower, Lobby Level
    10:00 AM - 10:45 AM PDT
    Refreshment Break in the Exhibit Hall
    Location: Pacific Ballroom 14-22, North Tower, Lobby Level
    10:45 AM - 12:00 PM PDT
    Building Bridges to Faculty Without Burning Them Later
    Strong relationships with the researchers at your institution are the cornerstone of technology transfer. Beyond just generating technology disclosures, engaged academics can dramatically expand the marketing power and reach of a TTO. Industry is also typically more interested in research backed by principal investigators focused on commercialization vs. intellectual property alone. Building relationships with faculty and academics is a common hurdle for tech transfer offices, particularly for universities with smaller teams or a less well established commercialization ecosystem, but that only presents half the battle. Once you've built the relationship, how do you keep things positive when you’re making difficult decisions about someone's prize invention? Join this session to find out.
    Location: Pacific Ballroom 26, North Tower, Lobby Level

    Speaker(s): Bradley Fach, University of North Carolina Charlotte; Daniel Judd, Inpart; David McClure, Texas Tech University; Marina Santilli, UCL BUSINESS PLC


    Moderator(s): Daniel Judd, Inpart

    10:45 AM - 12:00 PM PDT
    Campus Facing Investment Funds: Experiences from the US and UK
    In recent years, there has been significant growth in investment funds/vehicles whose mandates are to back spinout company opportunities arising from either a single university or a group of universities in a specific geographical area. Examples include the UC Berkeley-focused Skydeck fund and Northern Gritstone, an investment company focused on opportunities arising from the universities of Manchester, Leeds and Sheffield in the UK. These kinds of investment initiatives may come with early stage commercialization challenges, ranging from catalyzing pre-seed/seed investment rounds in spinout companies, to providing significant long term capital to build transformational deep-tech and life sciences companies. In this session, speakers will share lessons learned from developing and managing these investment initiatives.
    Location: Marriott Grand Ballroom 12, North Tower, Lobby Level

    Speaker(s): Mike Cohen, University of California, Berkeley (UC Berkeley); Mairi Gibbs, Oxford University Innovation Limited; Steven Schooling, University College London; Marc Singer, Osage University Partners


    Moderator(s): Steven Schooling, University College London

    10:45 AM - 12:00 PM PDT
    Concurrent Session 4 - Education and Roundtable Sessions
    10:45 AM - 12:00 PM PDT
    Do More with Less! A Small Office Support Group
    Do you want to learn to do more for your office with less? Do you ever wonder how you can be a more efficient small office? Do you ever feel like the little fish in the big AUTM pond? Are you curious about who to ask for help? We’ll gather to discuss ways to discover your strengths and create strategies to grow your office while engaging with your peers in the Small Office community.
    Location: Marriott Grand Ballroom 10, North Tower, Lobby Level

    Speaker(s): Ellen MacKay, Lakehead University


    Moderator(s): Ellen MacKay, Lakehead University

    10:45 AM - 12:00 PM PDT
    Eventful Events: Why Are We Doing This Again?
    Do you find yourself scrambling to drum up enough inventors to come to your events when free food, gifts and alcohol (even alcohol!) aren't creating a draw? How do you decide if you should host an event in the first place? And when it's done, how do you determine if it created value for your guests and your office? Whatever the effort, you need a clear purpose and methods to measure success. In this session, we’ll share the good, the bad and the eventful lessons learned by hosting events on campus, far away and even here at home sweet AUTM. 
    Location: Pacific Ballroom 24, North Tower, Lobby Level

    Speaker(s): Sara Dagen, University of Florida; Jacqueline Greene (she/her), University of Kentucky; Paul Tumarkin, University of Arizona


    Moderator(s): Sara Dagen, University of Florida

    10:45 AM - 12:00 PM PDT
    Federal T2 Meet-up
    Open discussion for federal technology transfer professionals. An opportunity to meet and network with your federal colleagues while at the AUTM National Meeting. Bring any discussion topics or issues that you have been wanting to discuss and brainstorm with other feds.
    Location: Pacific Ballroom 23, North Tower, Lobby Level

    Speaker(s): Bethany Loftin, National Institute of Standards and Technology


    Moderator(s): Bethany Loftin, National Institute of Standards and Technology

    10:45 AM - 12:00 PM PDT
    Including Neurodiversity in Workplace EDI Strategies
    In spite of an increasing focus on equity, diversity and inclusion (EDI) in the workplace, neurodiversity is often omitted from the conversation. Neurodivergent individuals, such as those with autism, have brain differences that affect how their brains work, resulting in different strengths and challenges than neurotypical individuals. Stigmas and misconceptions about neurodivergent individuals, and the accommodations they may require, impact hiring practices. Including neurodiversity in the workplace fosters creativity, innovation, diversity of thinking and the ability to approach issues from different perspectives. Research suggests that teams with neurodivergent professionals in some roles have higher team morale and are 30% more productive than those without them. Join us to learn more.
    Location: Marriott Grand Ballroom 13, North Tower, Lobby Level

    Speaker(s): Pamela Cosman, University of California, San Diego (UC San Diego); Ed Ergenzinger, Ergenzinger IP Law; Haley Moss, Haley Moss; Lisa Mueller, Casimir Jones


    Moderator(s): Ed Ergenzinger, Ergenzinger IP Law

    10:45 AM - 12:00 PM PDT
    It Doesn't End With the Signature: Best Practices in Licensee Compliance
    Executing license agreements is the primary focus for most, if not all, university technology transfer offices (TTOs). The number of agreements signed each year is a key performance metric for TTOs, therefore, once an agreement is executed, they understandably turn their attention to the next one and put the just-signed license on the back burner. However, post-licensing compliance is an important part of a TTO's success. When TTOs fail to monitor a licensee's compliance with the agreement's financial or reporting obligations, they risk leaving money on the table and losing track of whether the commercialization goals are being achieved. During this session, we’ll discuss how to put routine practices in place that efficiently and effectively enhance your office’s post-licensing success.
    Location: Pacific Ballroom 25, North Tower, Lobby Level

    Speaker(s): Amir Naiberg, UCLA Technology Development Group; Rebecca Stoughton, Fuentek LLC; Yong Zhang, Rutgers University

    10:45 AM - 12:00 PM PDT
    Potluck Inventions: When Everyone Brings a Dish, Who Owns the Dinner?
    The new virtual nature of life has caused increased levels of collaboration among researchers. It’s often the case that tech transfer professionals learn of data, software or an insight that came from a third party. This can cause complicating factors like joint ownership, additional inventors, requirements to notify others or share data or even implicate options and licenses. In this session, we’ll review the law of inventorship and recent case law differentiating mere prior art from inventive contributions among academic researchers.  We'll also discuss issues arising when new inventors or new owners are discovered, including foreign filing, inventor shares of revenue and ability to license the invention.
    Location: San Diego Ballroom A, North Tower, Lobby Level

    Speaker(s): Stephen Gardner, Quarles; Cheryl Horst, NUtech Ventures; Michele Tyrpak, University of South Florida


    Moderator(s): Stephen Gardner, Quarles

    10:45 AM - 12:00 PM PDT
    Role of AI in Tech Transfer Offices
    This session will address how AI can be harnessed by Tech Transfer Offices (TTOs) to enhance the efficiency and efficacy of TTO workflows. A critical exploration of AI's role in automating routine tasks will follow, liberating TTO professionals from administrative burdens and enabling them to redirect their expertise towards strategic endeavors. Examples will be provided and queries shared with the audience. The lecture will delve into the potential of AI-driven tools in market trend analysis, competitor assessment, the valuation of intellectual assets, and compliance, presenting a compelling case for expedited decision-making and resource optimization particularly for small offices.

     

    Panelists will discuss the development and refinement of AI based tools at NYU, as well as the implementation of these tools in the TTO at the University of Glasgow and how adopting these technologies from scratch took shape. 

     

     

    Location: San Diego B

    Speaker(s): Sadhana Chitale, NYU-LH; John Keary, John Keary; Marc Sedam, NYU-LH; Declan Weldon, University of Glasgow


    Moderator(s): Sadhana Chitale, NYU-LH

    10:45 AM - 12:00 PM PDT
    Sourcing Talent. Where Can We Find Our Next TTO Hire?
    The Bayh-Dole Act has had a tremendous impact on economic development and led to the growth of the technology transfer profession. While the field continues to grow, identifying talent to meet the demand is increasingly difficult. Many offices do not have policies, or the desire, to embrace creative approaches for talent acquisition. This panel will shed light on some of these barriers, provide suggestions to overcome them and identify, train and source talented professionals.
    Location: San Diego Ballroom C, North Tower, Lobby Level

    Speaker(s): Glen Gardner, Gardner Innovation Search Partners; Todd Sherer, Emory University; Osama Zahid, Wake Forest Innovations


    Moderator(s): Osama Zahid, Wake Forest Innovations

    12:00 PM - 02:00 PM PDT
    Eastern Region Meeting Planning Committee Lunch
    Location: Carlsbad, South Tower, Third Floor
    12:00 PM - 02:00 PM PDT
    Lunch on Your Own
    12:00 PM - 02:00 PM PDT
    Western Region Meeting Planning Committee Lunch
    Location: Del Mar, South Tower, Third Floor
    12:00 PM - 05:00 PM PDT
    Central Region Meeting Planning Committee Lunch
    Location: Cardiff, South Tower, Third Floor
    02:00 PM - 03:15 PM PDT
    Can We Do it All? Cradle-to-Grave vs Functionalization - a Debate
    How should a tech transfer office be structured? What are the pros and cons of having one person handle IP and licensing, versus dividing these responsibilities? What are the best practices for each kind of office? Come hear experienced representatives make the case for each type of office arrangement.
    Location: Pacific Ballroom 25, North Tower, Lobby Level

    Speaker(s): Emily Bauer, Wisconsin Alumni Research Foundation (WARF); Leza Besemann, University of Minnesota; Hannah Carbone, California Institute of Technology (Caltech); Eric Ginsburg, University of Chicago


    Moderator(s): Eric Ginsburg, University of Chicago

    02:00 PM - 03:15 PM PDT
    Concurrent Session 5 - Education and Roundtable Sessions
    02:00 PM - 03:15 PM PDT
    European Patents: The Unified Patent Court Becomes Reality
    2023 marked the beginning of a new court system in Europe - the Unitary Patent Court (UPC) and the Unitary Patent (UP). This roundtable will take a look at the first eight months of the UPC and any trends that have started to form, including how clients are opting out, both before and after the UPC went into force, and to what extent the new Unitary Patent is being used. In addition, reports from the first centralized revocation and infringement actions will provide insights into the risk of revocation in this new court and help align future strategies for universities, licensees and companies alike in the US and Europe. Licensing associates and patent managers will walk away with practical tips for this new court system.
    Location: San Diego Ballroom A, North Tower, Lobby Level

    Speaker(s): Terry Bray, University of Pennsylvania; Niels Hoelder, Hoffmann Eitle; Donald Prather, Meunier Carlin and Curfman; Leonard Werner-Jones, Hoffmann Eitle


    Moderator(s): Leonard Werner-Jones, Hoffmann Eitle

    02:00 PM - 03:15 PM PDT
    Focus on the Researcher, Not the Patent
    Technology commercialization in the academic setting should center on the researcher, not the patent. The Principal Investigator (PI) and his/her grant awards foretell innovation, and this early research is what should be promoted to prospective industry partners. Industry stakeholders take this type of proactive approach in developing an early and direct relationship with researchers. Our panel will discuss the inventor-centric industry approach, the impact on technology market penetration and the strengthening of academic research as a result of these partnerships. We will hear directly from industry and PIs in this session, with examples of how these partnerships have worked and the challenges incumbent in the relationship.
    Location: Pacific Ballroom 26, North Tower, Lobby Level

    Speaker(s): Nikki Borman, Borman & Company, LLC; Marc Malandro, Chan Zuckerberg Initiative; Nichole Mercier, Washington University in St Louis; Christine Taft, Christine Taft


    Moderator(s): Nikki Borman, Borman & Company, LLC

    02:00 PM - 03:15 PM PDT
    Indigenous Knowledge: Community-led Design of Policies/Procedures to Ensure Benefit Sharing and Participation in Commercialization
    In this session we’ll focus on the critical issue of working with Indigenous communities and designing policies and procedures that ensure fair and equitable benefit sharing and participation in commercialization activities. Panelists from Australia, New Zealand and North America will share their expertise engaging with Indigenous knowledge holders, building respectful partnerships and developing effective benefit-sharing models. They will also discuss the challenges and opportunities of integrating Indigenous knowledge into commercialization activities and explore best practices for designing policies and procedures that promote equity and sustainability.
    Location: Marriott Grand Ballroom 12, North Tower, Lobby Level

    Speaker(s): Susan Anthony, U.S. Patent and Trademark Office; Aileen Dingus, University of Arizona, Tech Launch Arizona; Aaron Jones, Aaron Jones; Kate Taylor, Queensland University of Technology


    Moderator(s): Aileen Dingus, University of Arizona, Tech Launch Arizona

    02:00 PM - 03:15 PM PDT
    Industry/Academia Connect and Collaborate (Part 3)
    Join the leaders of industry and academia to network and learn about early-stage technology acquisition opportunities. You’ll get an inside track on what types of technologies industry partners seek and the best way to contact them. You’ll meet representatives from various companies.
    Location: San Diego Ballroom B, North Tower, Lobby Level

    Speaker(s): Megan Aanstoos, VentureWell; Brittany de Kouchkovsky (née Fitzgerald), Orange Grove Bio; Steven Pedersen, LevelSet Capital LLC; Tari Suprapto, Novo Nordisk Research Center Seattle; Brian Zuercher, 1870 Ventures

    02:00 PM - 03:15 PM PDT
    Open Source, Open Science and the Role of Technology Transfer Offices
    In accordance with an announcement last year by the US White House, select federal agencies celebrated 2023 as a Year of Open Science. There are requirements in recent federal awards to distribute final source code, authored under such awards, under permissive open source licenses, and these terms and conditions co-exist with standard research terms and conditions, including Bayh-Dole provisions. Many scientific journals now require or strongly encourage the publication of source code implementations of the technical contributions. So, how do these requirements affect patenting and licensing strategies? Have your TTO metrics been affected by an increasingly "open environment?" Are you working with your academic leadership to understand and define measures of technology transfer success? Join us as we explore challenges and success stories.
    Location: Marriott Grand Ballroom 10, North Tower, Lobby Level

    Speaker(s): Meghan Hayes, Carnegie Mellon University; Andrew Wichmjavascript:UploadPhoto('profile')ann, Johns Hopkins Technology Ventures


    Moderator(s): Meghan Hayes, Carnegie Mellon University; Andrew Wichmjavascript:UploadPhoto('profile')ann, Johns Hopkins Technology Ventures

    02:00 PM - 03:15 PM PDT
    Sponsored Demo: The Modern TTO: Evolving Challenges and Next-Gen Solutions by Wellspring
    The world of innovation is changing fast. Technology Transfer professionals must increasingly pursue multiple commercialization pathways – via startup incubation, joint ventures, and entrepreneurship programs – in addition to traditional IP licensing. Measuring TTO success means assessing overall impact, which requires a wider-angle view. Governments and corporations increasingly seek strategic research and innovation partners. And, in most cases, you must do it all with the same staff and resources as before.



    From clients, we’ve heard a lot in recent years about the mounting pressures – and opportunities – confronting the modern Technology Transfer Office. In this talk, we will showcase Wellspring’s solutions-based approach to ensure you meet these evolving demands, including:

    ● Patent Renewals: The launch of Astria, our new patent renewals product that eliminates the need for double docketing.

    ● Benchmarking tools: New data dashboards that allow you to benchmark your office and complete your AUTM, SCOPR, and HE-BCIS reporting in a snap.

    ● End-to-end services: Expanded Office-as-a-Service solutions that ensure you have support for every emerging need or contingency.

    Location: Marriott Grand Ballroom 13, North Tower, Lobby Level

    Speaker(s): Scot Delancey, Wellspring; Carla Garic, Wellspring

    02:00 PM - 03:15 PM PDT
    What's in a Name? The A to Z of Patent Inventorship
    Patent inventorship is a key element of protecting IP in both academia and industry and has given rise, in recent years, to high profile disputes and litigation. Proper inventorship determination is essential for researcher management, patent enforceability and smooth licensing negotiations, and has become more complex as multi-university and academia-industry collaborations increase in number and frequency. This session will focus on best practices for capturing and determining inventorship in disclosures, including securing institutional IP rights in the process. This session will also provide real-world insight into handling and resolution of internal/external inventorship disputes and look at recent court cases that have addressed complex inventorship situations.
    Location: Marriott Grand Ballroom 11, North Tower, Lobby Level

    Speaker(s): Michael Dilling, Baylor College of Medicine; Diane Harmon, Yale University; Alexandra Pechhold, Rutgers University; Domingos Silva, Saul Ewing LLP


    Moderator(s): Alexandra Pechhold, Rutgers University

    02:00 PM - 05:30 PM PDT
    Exercising Your Negotiation Muscles
    This newly-developed, exercise-based course is part of AUTM’s highly acclaimed 5-part series of presentations designed to enhance your negotiation skills, build your confidence in preparing for negotiations and executing winning negotiation strategies (starting with Negotiation Fundamentals offered at AUTM University). This course is intended to empower those that negotiate regularly, regardless of experience level. Prior participation in other courses presented in AUTM’s Negotiation Workshop Series is not required.
    Location: Pacific Ballroom 24, North Tower, Lobby Level
    03:15 PM - 04:00 PM PDT
    Refreshment Break in the Exhibit Hall
    Location: Pacific Ballroom 14-22, North Tower, Lobby Level
    04:00 PM - 05:15 PM PDT
    Academic Medical Centers: Not a Tech Transfer Afterthought
    Being a tech transfer professional in an academic medical center (AMC) can sometimes make you feel like a tech transfer afterthought; however, academic medical centers are drivers of biotech innovation. Some examples of discoveries and companies coming from AMCs include Enbrel, Revlimid, exa-cel, Moderna and Spark Therapeutics. In this session, learn about the unique culture of AMCs, the different phenotypes of MDs and PhDs, the benefit of working in a patient-centered environment, opportunities in patient data, digital health, clinical research and the challenges of supporting entrepreneurship in a student-light environment. Whether you're thinking of joining an AMC or have worked in one, join us for a lively discussion about tech transfer in a non-university setting.
    Location: Marriott Grand Ballroom 11, North Tower, Lobby Level

    Speaker(s): Irene Abrams, Boston Children's Hospital; Greg Baker, Boston Children's Hospital; Neema Mayhugh, Wave Strategy LLC; Todd Ponsky, Cincinnati Children's Hospital Medical Center


    Moderator(s): Irene Abrams, Boston Children's Hospital

    04:00 PM - 05:15 PM PDT
    Concurrent Session 6 - Education and Roundtable Sessions
    04:00 PM - 05:15 PM PDT
    Don't Mourn the Genus Claim Just Yet - Strategies to Get Broad Patent Coverage Post-Amgen
    In the lead up to the US Supreme Court decision in Amgen v. Sanofi, it has been said that the genus claim is dead. But an analysis of the case law, and the underlying facts, reveals a more nuanced picture. In this session, we'll break down recent cases that have ruled on the written description or enablement of genus claims. In doing so, we will highlight key lessons of these recent cases and propose possible strategies that can be employed to broaden the scope of patent protection without running afoul of enablement and written description case law.
    Location: San Diego Ballroom A, North Tower, Lobby Level

    Speaker(s): Daniel Capon, Ph.D., Daniel Capon, Ph.D.; Gary Gershik, Amster, Rothstein & Ebenstein LLP; Darren Haber, Amster, Rothstein & Ebenstein LLP


    Moderator(s): Darren Haber, Amster, Rothstein & Ebenstein LLP

    04:00 PM - 05:15 PM PDT
    Federal In-kind Technology Development Support Resources that You’ve (likely) Never Heard of...
    The lack of de-risking capital and support is a major challenge in advancing promising technologies from research labs to commercial and investment partners. Research institutions are leading through the implementation of gap funding and accelerator programs (GAP)—such as proof of concept programs, startup accelerators, and venture funds— to bridge this "valley of death." These programs have evolved into sophisticated investment, evaluation, development and commercialization support mechanisms to nurture  promising opportunities. 

     

    Federal agencies are taking notice and making it a strategic innovation priority to partner with and support research, technology, and startup development through specialized funding and in-kind support mechanisms. During this session, we will present and discuss active, in-kind support programs that your institution can leverage today to assist in engaging inventors, evaluating opportunities, and commercializing technologies.

     

    With leaders from:
    • FDA Project Catalyst
    • NCI Experimental Therapeutics (NExT) Program
    • NIH Research Evaluation and Commercialization Hubs (REACH)
    • NIST National Institute for Innovation in Manufacturing Biopharmaceuticals (NIMBL)
    • NSF Accelerating Research Translation (ART) program

    Location: Marriott Grand Ballroom 12, North Tower, Lobby Level

    Speaker(s): Mojdeh Bahar, NIST (National Institute of Standards and Technology); Pradeep Fulay, NSF; Whitney Hastings, National Cancer Institute; Jacob Johnson, InnovoSource; Lauren Nguyen-Antczak, National Institute of Health (NIH); Jeff Summers, FDA


    Moderator(s): Jacob Johnson, InnovoSource; Lauren Nguyen-Antczak, National Institute of Health (NIH)

    04:00 PM - 05:15 PM PDT
    Industry/Academia Connect and Collaborate (Part 4)
    Join the leaders of industry and academia to network and learn about early-stage technology acquisition opportunities. You’ll get an inside track on what types of technologies industry partners seek and the best way to contact them. You’ll meet representatives from various companies.
    Location: San Diego Ballroom B, North Tower, Lobby Level

    Speaker(s): Xin Bu, Xi'an Dijia Biotechnology Inc; Natalie Cowan, Curia; Thomas Flores, Tarsus Pharmaceuticals; Ruben Flores-Saaib, Hermes Life Sciences; Orla Hough, Abcam PLC; Gary Latham, Bio-Techne Corporation; Spiro Marangoudakis, Cell Signaling Technology Inc; Katy Montague, AstraZeneca; Tari Suprapto, Novo Nordisk Research Center Seattle; John Wilson, GlaxoSmithKline; Woj Wrona, Merck & Co Inc

    04:00 PM - 05:15 PM PDT
    Ready. Set. Evaluate!: Taking a Holistic Look at Startups
    Evaluating a startup is both subjective and objective. A subjective determination can be made by knowing the startup faculty to be a successful scientist, the management team to be effective as evidenced by previous success stories, kind of technology, location of the company etc. Objectively, a variety of methods are used to evaluate startups: reviewing the assets, income and market, among others. This session will cover how to correctly evaluate startups. Join us.
    Location: Pacific Ballroom 25, North Tower, Lobby Level

    Speaker(s): Hemi Chopra, University of Maryland; Nigel Long, Trade Street Advisors, LLC; Alla McCoy, University of Maryland; Brynmor Rees, University of Colorado-Boulder


    Moderator(s): Hemi Chopra, University of Maryland

    04:00 PM - 05:15 PM PDT
    Software and Copyright Licensing Roundtable
    Are you interested in software licensing? Do you work with software and copyrights and have specific questions that can help you become unstuck? If so, then bring your problems with you and join this perennial favorite discussion where you can share experiences and get guidance from peers. This roundtable gathering is intended for beginner and experts alike, to address the protection, marketing and licensing of software (whether or not patents are involved), data, other copyright-protected materials and digital assets. You'll walk away with practical knowledge, tactics and potential solutions to your issues.
    Location: Marriott Grand Ballroom 10, North Tower, Lobby Level

    Speaker(s): Drew Bennett, University of Michigan


    Moderator(s): Drew Bennett, University of Michigan

    04:00 PM - 05:15 PM PDT
    Surviving an Internal Audit: Dos and Don'ts from an Insider
    Internal audit programs examine an internal controls framework (e.g., policies, procedures and activities) and assess financial, operational, compliance, strategic and reputational risks. Technology transfer offices, regardless of size, tend to attract attention from internal auditors because these risks are inherent to commercializing innovations. Attendees will gain important insights from both perspectives of an engagement: the auditor and AUTM colleagues who survived an audit engagement.
    Location: Pacific Ballroom 26, North Tower, Lobby Level

    Speaker(s): Kristen Anton, InvotexIP LLC; James Licklider, University of Chicago; Yalverton Luckain, Cornell University


    Moderator(s): James Licklider, University of Chicago

    05:30 PM - 06:30 PM PDT
    Canadian Reception
    Location: Coronado Room, South Tower, Fourth Floor
    05:30 PM - 06:30 PM PDT
    RTTP Reception
    Location: Marina Ballroom F, South Tower, 3rd Floor
  • Feb 21, 2024
    07:00 AM - 03:00 PM PDT
    AUTM Meeting Place Conference Rooms
    Location: Catalina, Coronado, Dana Point, La Costa, La Jolla, La Mesa, Malibu & Newport Beach, South Tower, Fourth Floor
    07:30 AM - 03:00 PM PDT
    AUTM Connect Help Desk
    Location: Marriott Grand Ballroom Foyer, North Tower, Lobby Level
    07:30 AM - 03:00 PM PDT
    AUTM Connect Partnering Place
    Location: Marriott Grand Ballroom 8-9, North Tower, Lobby Level
    07:30 AM - 03:00 PM PDT
    Contemplation Room
    Location: Rancho Santa Fe 3, North Tower, Lobby Level
    07:30 AM - 03:00 PM PDT
    Nursing Room
    ​Please request access to the Nursing Room at the Registration Desk.
    Location: Rancho Santa Fe 2, North Tower, Lobby Level
    07:30 AM - 03:00 PM PDT
    Registration
    Location: Marriott Grand Ballroom Foyer, North Tower, Lobby Level
    08:00 AM - 09:00 AM PDT
    Breakfast on Your Own (Coffee and Tea Available)
    Location: Marriott Grand Ballroom Foyer, North Tower, Lobby Level
    09:00 AM - 10:15 AM PDT
    Accounting in Technology Transfer Offices
    Join us to discuss the accounting and finance issues we tackle in tech transfer offices. Topics will include distributions, accounts receivables, royalty sharing agreements, computer systems, equity holdings, interfacing with inventors and legal expenses. Your knowledge may help someone else overcome challenges and opportunities in their office, so be ready to share ideas and promote our successes.
    Location: Pacific Ballroom 23, North Tower, Lobby Level

    Speaker(s): Eric See, Cedars-Sinai Medical Center


    Moderator(s): Eric See, Cedars-Sinai Medical Center

    09:00 AM - 10:15 AM PDT
    Breaking Through Is Hard to Do: Demonstrating Impacts of University Research to Policymakers
    With billions in public funding supporting university-conducted research, media and policymaker scrutiny of research impacts and public benefits is intensifying. In many cases, return on investment can be difficult to quantify and communicate. For example, how do you measure the impact of a university-originated discovery that results in a new successful therapy improving quality of life for the tiny population of children afflicted with an ultra-rare disorder? How do you distill and describe benefits of complex research to non-scientists unfamiliar with technical terminology and conceptual models? In this interactive discussion, we will explore these questions and share experiences.
    Location: Marriott Grand Ballroom 10, North Tower, Lobby Level

    Speaker(s): Mark Bayer, Bayer Strategic Consulting

    09:00 AM - 10:15 AM PDT
    Business Side of a License (Part 1)
    Join this session to participate in a discussion of the business issues behind agreements and the various terms found in licenses and other agreements using real-world case studies. You’re welcome to bring your own cases for discussion! Topics will include starting and ending the business term negotiations on the right foot, licensing to established companies versus startups and the relationship between license fees, maintenance fees and royalty terms, when and how to set diligence terms, when and how to take equity in the licensee and milestone payments and control issues.
    Location: Pacific Ballroom 24, North Tower, Lobby Level
    09:00 AM - 10:15 AM PDT
    Concurrent Session 7 - Education and Roundtable Sessions
    09:00 AM - 10:15 AM PDT
    Global Entrepreneur in Residence Programs for Startup Talent Retention and Recruitment
    Global Entrepreneur in Residence (EIR) programs follow a model that supports international founders of startup companies with immigration assistance and access to regional ecosystem resources. These programs can be leveraged by technology transfer offices for internal talent as well as the recruitment and retention of startup co-founders and team members. This session will provide an overview of the elements of a Global EIR program and how it supports a full breadth of technology transfer functions including case assessment, intellectual property protection, strategy development and licensee recruitment, in addition to startup founding team participation. The session will include perspectives of organizations that actively run and promote Global EIR programs as well as technology transfer offices that have used the programs.
    Location: San Diego Ballroom C, North Tower, Lobby Level

    Speaker(s): Michael Morley, Michigan Technological University; Steve Tobocman, Global Detroit


    Moderator(s): Michael Morley, Michigan Technological University

    09:00 AM - 10:15 AM PDT
    How Express Licensing and Related Entrepreneurial Support Programs Can Pay Off for Your TTO
    Many tech transfer offices (TTOs) offer some version of an "express" license agreement with predefined terms that are favorable to eligible startups. These standardized agreements are typically designed to provide a more streamlined and transparent licensing process. To qualify for an express license, some TTOs require startups to first meet certain conditions, such as the successful completion of an entrepreneurial training program and/or the submission of a business plan for the TTO’s review. In this session, panelists will discuss how their institutions are using express licenses, provide and analyze a comparison chart outlining key terms and conditions included in their respective express agreements, and share lessons learned from successes and challenges they've encountered in implementing and continuously improving their express license programs. You'll walk away with insights and best practices for crafting and implementing an express license program tailored for the unique needs of your institution and other stakeholders in your entrepreneurial community.
    Location: Marriott Grand Ballroom 13, North Tower, Lobby Level

    Speaker(s): Mary Albertson, Georgia Institute of Technology (Georgia Tech); Eric Castlen, University of Kentucky; Eric Hartman, University of Kentucky; Kelly Parsons, University of North Carolina Chapel Hill


    Moderator(s): Eric Castlen, University of Kentucky

    09:00 AM - 10:15 AM PDT
    How to Achieve the Robust IP Protection of Digital Health/Precision Medicine Innovation
    The rapid convergence of digital technologies with healthcare over the past five years (even prior to the COVID-19 pandemic) has transformed how healthcare is delivered to the masses. The promise of digital technologies continues to transform healthcare delivery from a traditional model based on a one-size-fits-all, provider-centric approach with information silos to a new model focused on patient-centric, personalized treatment with high data accessibility and utilization. The result is a data-driven healthcare system with individualized delivery of therapeutics and treatments to patients using information technologies for communication among patients, providers, payors, researchers and health information repositories. Digital health innovation often involves merging high-tech solutions with expert knowledge or techniques to solve complex life sciences or healthcare problems. In this session, We’ll discuss how to strategically build an IP portfolio around digital health innovation that can pass muster under section 101.
    Location: San Diego Ballroom A, North Tower, Lobby Level

    Speaker(s): Roger Kuan, Norton Rose Fulbright; Jason Novak, NORTON ROSE FULBRIGHT US LLP


    Moderator(s): Jason Novak, NORTON ROSE FULBRIGHT US LLP

    09:00 AM - 10:15 AM PDT
    How to Build Effective Relationships With Corporate Partners
    This session explores best practices (and challenges) in developing successful, sustainable, long-term corporate partnerships between research organizations and industry partners. These relationships might include work-integrated learning experiences, pathways for graduate employment, sponsorship arrangements (not just research!), staff professional development, philanthropy and brand association. Attendees will gain insights into establishing and managing relationships that create value for both parties, including practical tips for navigating differences in expectations and ensuring alignment of key stakeholders over time. This is critical, particularly as key personnel on both sides of a partnership might move or change. Attendees will leave with a deeper understanding of the structure, systems and potential models used within strategic corporate partnerships, as well as the practical skills and knowledge needed to design partnering frameworks that can facilitate positive outcomes for all stakeholders.
    Location: Pacific Ballroom 26, North Tower, Lobby Level

    Speaker(s): Alastair Hick, Monash University; Erin Rayment, Queensland University of Technology; Tari Suprapto, Novo Nordisk Research Center Seattle; James Zanewicz, Tulane University


    Moderator(s): James Zanewicz, Tulane University

    09:00 AM - 10:15 AM PDT
    Lead Generation and Customer Discovery Workshop: Come Away with Leads!
    Join this session to learn more about the process of finding marketing leads through the use of clinicaltrials.gov. We will work through an example together and then break into small groups for further discussion and learning.
    Location: Marriott Grand Ballroom 12, North Tower, Lobby Level

    Speaker(s): Chadwick Riggs, St Jude Children's Research Hospital

    09:00 AM - 10:15 AM PDT
    Semiconductor and Microelectronics IP & Licensing
    Location: Pacific Ballroom 25, North Tower, Lobby Level
    09:00 AM - 10:15 AM PDT
    The Elusive Duo: Impact and Funding to Commercialize Social Innovations
    Social innovation is accelerating within knowledge transfer through the US, UK and beyond, which encompasses projects that create significant social impact as well as projects that come from non-STEM research domains. While some campuses and organizations have a track record of building an infrastructure for catalyzing and enhancing translation of social innovations, others are just starting. Regardless your history, key elements such as expertise, funding, staff, metrics for measuring return on investment and opportunities for scaling can remain elusive. Join this group of global professionals for a conversation on market opportunities, investors and strategies to embed this approach into your institution and examples of success. The panel will share options, opportunities and solutions that could be immediately adapted to support the short and long term goals of your organization.
    Location: Marriott Grand Ballroom 11, North Tower, Lobby Level

    Speaker(s): Mairi Gibbs, Oxford University Innovation Limited; Melanie Knetsch, Economic and Social Research Council; Kayla Meisner, Kentucky Commercialization Ventures (KCV); Tim Vorley, Oxford Brookes Business School, Oxford Brookes University


    Moderator(s): Kayla Meisner, Kentucky Commercialization Ventures (KCV)

    09:00 AM - 10:30 AM PDT
    The AI Ecosystem: How can Universities and Industry Innovate Together
    The rapid advancement and broad application of AI technologies is increasingly binding together university researchers, biotech industry, and high-tech companies into a multilateral ecosystem, with an increasing need for better collaboration and partnering across the supply chain. Whether it is about access to training data, model weighting, algorithms, commercial licenses, regulatory requirements, or contractual compliance obligations, there is a high interdependency between the front-end research done in academia and the back-end tuning and commercialization done by industry.  What limitations are we facing today and how can this ecosystem be improved?  Why is it seemingly easier to get traction with the life sciences industry than with large hardware/software, telecom, and semiconductor companies?  This session will explore these questions and others with direct feedback and guidance from representatives from the communications and life-science industry sectors, largely in the context of AI, for ways to improve dealings within this ecosystem.
    Location: San Diego Ballroom B, North Tower, Lobby Level

    Speaker(s): Daniel Dardani, Duke University; Dinesh Divakaran, Owkin; Mary Hardy (CELA), Mary Hardy; David Marr, Qualcomm - San Diego


    Moderator(s): Daniel Dardani, Duke University

    10:30 AM - 11:45 AM PDT
    Business Side of a License (Part 2)
    Join this session to participate in a discussion of the business issues behind agreements and the various terms found in licenses and other agreements using real-world case studies. You’re welcome to bring your own cases for discussion! Topics will include starting and ending the business term negotiations on the right foot, licensing to established companies versus startups and the relationship between license fees, maintenance fees and royalty terms, when and how to set diligence terms, when and how to take equity in the licensee and milestone payments and control issues.
    Location: Pacific Ballroom 24, North Tower, Lobby Level
    10:30 AM - 11:45 AM PDT
    Compliance Program Design Ideas to Maximize the Financial Benefits Your Licensed Assets Deserve
    One of the biggest financial risks a licensing organization has is the underpayment by licensees for licensed goods and services. A well-organized financial compliance program demonstrates to your stakeholders that you value and protect the organization's intellectual property assets and maximize the financial benefits of license agreements. A well-designed program also provides the opportunity to learn more about licensees' interpretations of license agreement clauses and their use of the licensed technology, increasing the likelihood of a higher dollar return, providing the organization with opportunities to strengthen its processes and encouraging more communication and compliance by licensees. This session will discuss the components of a financial compliance program, the different types of financial benefits arising from a license agreement, monitoring and detecting red flags, and the various response options, including the use of questionnaires and royalty examinations.
    Location: Pacific Ballroom 26, North Tower, Lobby Level

    Speaker(s): Doug Aguilera, Aguilera & Associates; Sadhana Chitale, NYU-LH; Abram Goldfinger, NYU-LH; Amir Naiberg, UCLA Technology Development Group


    Moderator(s): Doug Aguilera, Aguilera & Associates

    10:30 AM - 11:45 AM PDT
    Emergent Intellectual Property Issues for Artificial Intelligence Technologies
    The US Patent and Trademark Office (USPTO) has been actively engaging with its stakeholders on a wide range of artificial intelligence (AI) intellectual property (IP) policy issues to ensure that appropriate IP incentives are in place to encourage further innovation in and around this critical area. Universities play a critical role in AI research and thus can offer valuable perspectives and insights on the role of IP in AI research and AI innovation more broadly. This roundtable will provide an opportunity for the USPTO to share ideas, feedback, experiences, and insights on the intersection of IP and AI with the academic community.



    Please take a moment and review the most recent guidance on AI.

    https://www.uspto.gov/blog/director/entry/ai-and-inventorship-guidance-incentivizing?utm_campaign=subscriptioncenter&utm_content=&utm_medium=email&utm_name=&utm_source=govdelivery&utm_term=

     

    Location: Pacific Ballroom 23, North Tower, Lobby Level

    Speaker(s): Daniel Dardani, Duke University; Charles Kim, USPTO


    Moderator(s): Daniel Dardani, Duke University; Charles Kim, USPTO

    10:30 AM - 11:45 AM PDT
    Fair Market Value: Financial Terms for Pre-Clinical Industry-Sponsored Research Agreements
    This session will address strategies to structure and negotiate agreements at fair market value. The financial terms for industry-sponsored, pre-clinical research agreements can be as varied as they are contentious. Issues of overhead rates, compliance, fees and budgets (FTE versus cost models) can be confusing. Project management fees, background IP/technology access fees, milestone payments and fees for non-exclusive commercial license to resulting intellectual property will be discussed. Getting the terms correct can mean the difference between losing money on the partnership and achieving a fair market price that covers the work and gives the lab and institution a margin that can be used for discretionary funds.
    Location: Marriott Grand Ballroom 11, North Tower, Lobby Level

    Speaker(s): Christine Jost, Novartis; Colm Lawler, Boston Childrens Hospital; Richard Schneeberger, Salk Institute; Tod Woolf, Beth Israel Deaconess Medical Center Technology Ventures Office


    Moderator(s): Tod Woolf, Beth Israel Deaconess Medical Center Technology Ventures Office

    10:30 AM - 11:45 AM PDT
    Innovation Precincts: From Buildings and Equipment to Ecosystem Engines
    This session focuses on the holistic benefits an innovation precinct can create in the local ecosystem, as well as driving national and international impact. While it might be the highly specialized equipment and access to scale-up facilities that initially attract industry partners, it is often the wider access to talent, entrepreneurial support and corporate partnering that grow these physical locations into highly successful precincts. Speakers from the US, the UK and Australia will share their experiences and highlight how their local experiences have changed the community. They will provide practical tips on how these precincts were initially established, how the facilities and structures have matured over time and lessons learned from good (and bad) projects and partnerships.
    Location: Marriott Grand Ballroom 12, North Tower, Lobby Level

    Speaker(s): Dan Metcalfe, Harwell Campus; Gregory Morin, Argonne National Laboratory; Erin Rayment, Queensland University of Technology


    Moderator(s): Erin Rayment, Queensland University of Technology

    10:30 AM - 11:45 AM PDT
    Maximizing Revenue and Minimizing Risk: Navigating Legal Challenges in Software Commercialization
    Software is a key driver of innovation and economic growth and a ubiquitous part of our daily lives. As such, it is a valuable asset for technology transfer offices (TTOs). However, commercializing software presents unique and complex legal challenges that TTOs must navigate with respect to privacy, protection of intellectual property ownership rights and de-risking strategies while maximizing revenue. We will discuss best practices for TTOs to mitigate risks and optimize revenue through effective software commercialization strategies with real world examples.
    Location: San Diego Ballroom A, North Tower, Lobby Level

    Speaker(s): Doak Horne, Gowling WLG; Andrew Morrow, University of Minnesota; Jennifer Shockro, California Institute of Technology (Caltech); Vithooshan Vijayakumaran, PointClickCare Technologies Inc.

    10:30 AM - 11:45 AM PDT
    Spinning Out Biotechs: What Investors Want You to Know
    Biotech spinouts generally require significant capital to reach an exit, so understanding what makes a company attractive to an investor is critical. In this session we'll cover key considerations of venture capitalists when vetting a seed-stage investment opportunity in the US, including their responsibility to limited partners and ability to syndicate a round of meaningful size—something that can be greatly impacted by license terms. We'll also explore ways institutions can de-risk technologies, such as using gap funds to confirm reproducibility of lab results.
    Location: San Diego Ballroom B, North Tower, Lobby Level

    Speaker(s): Kirsten Leute, Osage University Partners; Matthew McFarland, The Research Institute at Nationwide Children's Hospital; Sara Risch, Rev1 Ventures; Sierra Simpson, BrilliantBiome


    Moderator(s): Sara Risch, Rev1 Ventures

    10:30 AM - 11:45 AM PDT
    The Making of a Leader: Navigating Challenges, Shaping the Future

    Join us for a candid and inspiring conversation with leaders who’ve navigated the toughest challenges. This session delves deep into the world of leadership in tech transfer and beyond, highlighting mentorship, training, and game-changing insights. From tactical to visionary thinking, influence, and networking, we're here to share the real side of success.

     



    Step into the minds of leaders as they reveal their journeys, from sparks of inspiration to moments of triumph.  Uncover the gritty challenges they faced and the strategies they used to conquer them.  Learn the secrets behind their influence, network-building prowess, and how they drive change in their worlds. Embrace the power of feedback, vulnerability, and authenticity in finding your unique leadership voice.  Discover the resources, programs, and networks that fuel their success and can ignite yours.  This session promises unfiltered inspiration and actionable wisdom, whether you're climbing the career ladder or redefining the game in tech transfer. Get ready to lead boldly and make your mark.




    Location: San Diego Ballroom C, North Tower, Lobby Level

    Speaker(s): Gaylene Anderson, Boehringer Ingelheim Pharmaceuticals; Almesha Campbell, Jackson State University; Orin Herskowitz, Columbia Technology Ventures; Tatiana Litvin-Vechnyak, Georgetown University; Ian McClure, University of Kentucky


    Moderator(s): Tatiana Litvin-Vechnyak, Georgetown University

    10:30 AM - 11:45 AM PDT
    Transforming the National Research Enterprise
    The National Science Foundation (NSF), through the Growing Research Access for Nationally Transformative Equity and Diversity (GRANTED) initiative, is investing in innovative and ambitious ideas to improve institutional research support infrastructure and strengthen the national research enterprise. Like other types of infrastructure, research support infrastructure facilitates discovery and innovation, creates jobs, and makes the practice (including the submission of proposals and management of externally sponsored awards), administration and governance of academic research more effective and efficient. It also provides the scaffold upon which community and partnerships are established within and across academic institutions, industry and government agencies. GRANTED was created to catalyze sharing, collaboration and partnership building that leads to national transformation by increasing access to resources that support competitive research, commercialization, and training programs and projects, and developing and improving research infrastructure functions, services and the workforce. In this session, discuss paths that attendees can take to provide leadership to innovatively grow, develop, sustain, and enhance the competitiveness of the academic research enterprise, particularly at emerging research and minority-serving
    Location: Marriott Grand Ballroom 13, North Tower, Lobby Level

    Speaker(s): Dina Stroud, National Science Foundation


    Moderator(s): Dina Stroud, National Science Foundation

    10:30 AM - 11:45 AM PDT
    When Leveling the Playing Field is Not Enough: Promoting EDI in the Workplace and Beyond
    The United States Patent and Trademark Office (USPTO) recently published a report identifying the industries that rely most heavily on intellectual property (IP)patents, trademarks, or copyrights as IP-intensive and estimated their contribution to the U.S. economy. The report found that workers in IP-intensive industries are more likely to earn higher wages, work for larger companies, participate in employer-sponsored health insurance and retirement. The report also highlighted that in terms of workforce composition, women and minorities are underrepresented in IP-intensive industries. However, promoting the importance of Diversity, Equity, and Inclusion (DEI) has become a popular discussion topic and they have become keywords in the workplace today. However, how do you move beyond just having a Diversity Committee or a Diversity Manager for your organization? How can you as an individual move the needle? Join this informative panel to gain insights into promoting a culture of DEI in the workplace and beyond. The focus of the session will center around the importance of bringing DEI to IP, why representation matters in IP, promoting IP awareness/resources to underrepresented communities and more from those who are in government, industry, legal, and university.
    Location: Marriott Grand Ballroom 10, North Tower, Lobby Level

    Speaker(s): Mary Fuller, Mary Fuller; Brian Suh, University of California, Riverside (UCR); Damon Tull, University of California Office of the President


    Moderator(s): Mary Fuller, Mary Fuller

    10:30 AM - 11:45 AM PDT
    Win-Win-Win: Optimizing Sponsored Research Amidst the Competing Challenges Faced by Academia, Government, and the Private Sector
    This session will focus on the complexities of negotiating sponsored research agreements between companies, universities, and US government labs in view of sometimes conflicting legalities and mandates faced by these three sectors. 
    Location: Pacific Ballroom 25, North Tower, Lobby Level

    Speaker(s): Shaalu Mehra, McDermott Will & Emery LLP


    Moderator(s): Shaalu Mehra, McDermott Will & Emery LLP

    10:30 AM - 10:45 PM PDT
    Concurrent Session 8
    11:45 AM - 01:00 PM PDT
    Attendee Lunch
    Location: Marina Ballroom, South Tower, Third Floor
    11:45 AM - 01:00 PM PDT
    Central Region Lunch
    Location: Marina Ballroom D, South Tower, Third Floor
    11:45 AM - 01:30 PM PDT
    Annual Meeting Program Committee Lunch (invitation Only)
    Location: Presidio, North Tower, Lobby Level
    01:00 PM - 02:15 PM PDT
    Incubate and Accelerate: Enriching Academic Drug Discovery Projects
    There is a common understanding that many academic drug discovery projects are too early in their development to spark an industry partner’s interest in a licensing agreement or venture funding. Incubators and accelerators have emerged as ways to add value to these projects, typically by providing monetary resources and/or interdisciplinary expertise and de-risking them by, for example, reaching proof-of-concept stage. This panel will discuss several models to add such value, as well as remaining challenges and future opportunities for moving academic drug discovery projects toward commercialization and patient care.
    Location: San Diego Ballroom B, North Tower, Lobby Level

    Speaker(s): Maaike Everts, Critical Path Institute; Rakhi Gibbons, University of Arizona; Janani Krishnamurthy, janani krishnamurthy; Annastasiah Mhaka, Annastasiah Mhaka


    Moderator(s): Maaike Everts, Critical Path Institute

    01:00 PM - 02:15 PM PDT
    International Outreach to Emerging Innovation Systems: A Bridge Too Far?
    AUTM, along with its affiliated organizations, has been working toward the advancement of global tech transfer practices for more than a decade. The Alliance of Technology Transfer Professionals (ATTP), co-founded by AUTM and three other Western tech transfer organizations, also aims to provide a global standard for recognizing the professionalism of tech transfer practitioners across the world. Over the years, AUTM has taken measures to extend its impact internationally from its AUTM ASIA conferences to a more global arena with Knowledge Transfer International Symposium KTIS as a pilot in 2022. Despite these efforts, many developing nations have not been able to benefit from the anchoring policies and practices of Western innovation ecosystems, partly due to resource constraints and gaps in political and cultural practices. As AUTM continues to explore ways to extend its support of TTOs internationally, this session has been designed to gather input on AUTM initiatives outside the US with an eye toward improving the alignment of AUTM programs in emergent innovation ecosystems. Please join us and let your voice be heard.
    Location: Marriott Grand Ballroom 10, North Tower, Lobby Level

    Speaker(s): John Shim, Seoul National University of Science and Technology; Chalermpol Tuchinda, Nastda Holding Co., Ltd.; Alwin Wong, ATTP


    Moderator(s): John Shim, Seoul National University of Science and Technology; Chalermpol Tuchinda, Nastda Holding Co., Ltd.; Alwin Wong, ATTP

    01:00 PM - 02:15 PM PDT
    One Year On: the VC-TTO Startup Termsheet in International Perspective
    The US-based University Startup Basic Outlicense Template (US-BOLT) and the UK University Spinout Investment Terms Guide (USIT Guide) were created with one purpose in mind: to accelerate deals by providing transparency and a clear starting point to what is typically thought of as an obscure and contested negotiation process. A panel of key contributors to these initiatives will discuss the impact of these initiatives on the tech transfer community, with questions including: Has the community bought into these initiatives? Have there been challenges to their adoption? If so, what are they? Have the claims from their creators that these initiatives would facilitate negotiation been realized? Do the founding contributors to these initiatives have any plans for future collaboration? If so, what are their goals?
    Location: Marriott Grand Ballroom 11, North Tower, Lobby Level

    Speaker(s): Ananay Aguilar, TenU; Orin Herskowitz, Columbia Technology Ventures; Katharine Ku, Wilson Sonsini Goodrich & Rosati; Diarmuid O'Brien, University of Cambridge Enterprise


    Moderator(s): Ananay Aguilar, TenU

    01:00 PM - 02:15 PM PDT
    Personalized Medicine: Innovative Deal Structures for Biological Therapies
    Innovative biological therapies are surging, but how do you structure successful deals for gene and cell therapy? What about n of 1 treatments? What do you need to know about manufacturing, data exclusivity and personalized medicine to be successful? What about changes in patent law? Join this session to learn best practices in biologics licensing and discuss how to set up successful partnerships, how to define the licensed product and how to navigate the role of manufacturing. You'll hear from leaders who have successfully licensed cell and gene therapies and gain insights from those on the front lines of those licensing efforts.
    Location: San Diego Ballroom A, North Tower, Lobby Level

    Speaker(s): Irene Abrams, Boston Children's Hospital; Karin Rivard, Goulston & Storrs PC; Kim Rosenfield, Dartmouth College


    Moderator(s): Irene Abrams, Boston Children's Hospital

    01:00 PM - 02:15 PM PDT
    Protecting AI Inventions When Computers Aren't Authors or Inventors
    As U.S. law is developing, a computer cannot be an author for copyright law or an inventor for patent law purposes. With these barriers, come learn what can and cannot be protected for Ai Generated Inventions under the current state of the law, and what efforts have been made successfully and unsuccessfully to capture AI generated inventions and works.
    Location: San Diego Ballroom C, North Tower, Lobby Level

    Speaker(s): David Chang, Owkin; Thomas Hart, Amster, Rothstein & Ebenstein LLP; Scott McEvoy, Carnegie Mellon University; Shilpa Patel, NYU-LH


    Moderator(s): Thomas Hart, Amster, Rothstein & Ebenstein LLP

    01:00 PM - 02:15 PM PDT
    Setting the Stage: IP Management Plans for Multi-Institutional Grants
    Large, multi-institutional grant opportunities are becoming more prevalent. These programs require tech transfer offices to get involved, often at the application stage, in crafting intellectual property management plans that assure the granting agency their commercialization goals will be met while remaining compatible with the policies and processes of the various organizations involved in the grant. It can be difficult to show true collaboration on IP protection and licensing while efficiently allowing participating TTOs to maintain their processes. The real-world applications for grant-supported IP need to be balanced with industry participants' desire to freely use results of the grant-supported research. And requirements for the focused, collaborative work started by the grant to become self-sustaining within a given time period is daunting to those familiar with the returns on licensing university IP. In this session, we’ll share experiences, ideas and advice about crafting plans that are competitive, effective and efficient.
    Location: Pacific Ballroom 23, North Tower, Lobby Level

    Speaker(s): Jennifer Gottwald, Wisconsin Alumni Research Foundation (WARF)


    Moderator(s): Jennifer Gottwald, Wisconsin Alumni Research Foundation (WARF)

    01:00 PM - 02:15 PM PDT
    Supporting Change in Emerging TTOs: USPTO, NAI, and AUTM’s Efforts for Supporting Inclusive Innovation
    To support positive change in emerging technology transfer offices, there must be intentional practices, programs, and initiatives to support inclusive innovation. These practices, programs, and initiatives must consider providing access for women, people of color, indigenous people, people with disabilities, members of the LGBTQ community, and other underrepresented groups, which can lead to a more successful and inclusive innovation strategy.

     

    In this session, panelists will discuss the ongoing efforts of AUTM, the United States Patent and Trademark Office, and the National Academy of Inventors to drive diversity and inclusion in the innovation landscape at emerging technology transfer offices, particularly at emerging research institutions. The session will highlight the resources and opportunities available to support an inclusive innovation ecosystem.

    Location: Pacific Ballroom 24

    Speaker(s): Derrick Brent, USPTO-HQ; Almesha Campbell, Jackson State University


    Moderator(s): Almesha Campbell, Jackson State University

    01:00 PM - 02:15 PM PDT
    Technology Transfer and Commercialization Capacity Building Practices in Emerging Economies
    The session is planned to be organized to gather professional technology transfer and commercialization capacity-building practices, including training programs, technology transfer managers certification, knowledge system study, etc., which are happening in emerging economies, such as China. Since technology transfer and commercialization progress on both governmental and professional levels is booming in those regions, speakers from technology transfer institutions delivering relevant services will be invited to share their experiences, insights, and viewpoints. This will involve not only experts within emerging economies, but also foreign experts committed to delivering best practices in those regions. As emerging economies own diversified pathways on science, technology, innovation development and social economic growth, the session discussions would also deepen into topics on the government-academia-industry cooperation ecosystem.
    Location: Marriott Grand Ballroom 13, North Tower, Lobby Level

    Speaker(s): Timothy Brundle, University of Ulster; Xin Bu, Xi'an Dijia Biotechnology Inc


    Moderator(s): Xin Bu, Xi'an Dijia Biotechnology Inc

    01:00 PM - 02:15 PM PDT
    The Many Challenges of Revenue Distribution
    It is wonderful to receive milestone payments, running royalties and other checks from licensees. However, distributing such licensing proceeds to various stakeholders is not without challenges, as it rarely involves a single patent and single inventor, and the university technology transfer office (TTO) therefore has to consider multiple factors in formulating a revenue distribution scheme. Does it make sense to distribute the proceeds equally across all licensed IP assets or IP asset families? Should licensed technology assets and patent assets be treated equally? For running royalties received from the sales of one licensed product covered by a divisional patent, is it fair to distribute such proceeds to an inventor who is not a co-inventor on the divisional patent but is a co-inventor on the licensed parent patent? In this session, we will discuss the approaches different TTOs have implemented to handle revenue distributions.
    Location: Marriott Grand Ballroom 12, North Tower, Lobby Level

    Speaker(s): Terry Bray, University of Pennsylvania; Deborah Perez Fernandez, Rutgers University; Nathan Wassenberg, University of Minnesota; Christopher Wright, Princeton University


    Moderator(s): Terry Bray, University of Pennsylvania

    01:00 PM - 02:15 PM PDT
    The Shadow on the Walls - Who Has the Power in Your License?
    Licensing your university's valuable technology is a fundamental measure of your office's success. Getting those agreements signed is a great day. But once the ink dries, who truly holds the power in your agreement? Are you getting what you bargained for? Can you even check to make sure? If not, have you afforded yourself any recourse? This session will discuss a number of subject areas in license agreements, some apparent and some often overlooked, where having the power can make the difference between a successful technology license and an agreement that gets hidden in the bottom drawer in the office annals.
    Location: Pacific Ballroom 25, North Tower, Lobby Level

    Speaker(s): Christopher Close, Troutman Pepper; David Giannantonio, The Pennsylvania State University; Maia Harris, Troutman Pepper


    Moderator(s): Christopher Close, Troutman Pepper

    01:00 PM - 02:15 PM PDT
    Understanding the Equity Portfolio for the Operations Team
    Taking or purchasing equity has become commonplace in tech transfer offices. That means a lot of new agreements, documents, cap tables and notes have landed on our desks. But what are these documents? This operations-focused crash course will explain the many types of documents, what they mean, their purpose and exactly which ones you'll be expected to produce at a moment's notice. Take a deeper dive into some of the more common documents as we highlight the critical elements so you'll be able to extract the relevant information quickly when needed. This session will also touch on strategies for storing these documents within your database and other systems.
    Location: Pacific Ballroom 26, North Tower, Lobby Level

    Speaker(s): Kathleen Butcher, Northwestern University; Seth Levy, Nixon Peabody LLP; Eric See, Cedars-Sinai Medical Center


    Moderator(s): Eric See, Cedars-Sinai Medical Center

    02:15 PM - 02:45 PM PDT
    Refreshment Break
    Location: Marriott Grand Ballroom Foyer, North Tower, Lobby Level
    02:45 PM - 04:30 PM PDT
    Closing Plenary Session - Pursuing Hope: How The Commercialization Of Spinraza Has Changed Lives
    Follow the journey that led to the development and commercialization of a life-saving treatment for Spinal Muscular Atrophy, one of the deadliest inherited diseases in children under the age of two. Starting with a scientist’s relentless pursuit for a cure, fueled by a nonprofit’s commitment to empowering patients, learn how the Cold Spring Harbor Laboratory’s tech transfer office partnered with pharmaceutical company Ionis and others to solve the unsolvable and bring hope to families around the globe.



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    Location: Marriott Grand Ballroom 1-7, North Tower, Lobby Level
    04:30 PM - 06:00 PM PDT
    Closing Reception
    Location: Coronado Terrace, South Tower, Fourth Floor