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Content

Technology


Technology Transfer and Innovation Management



BENCHMARKS AND METRICS FOR GAUGING YOUR TTO'S ECONOMIC DEVELOPMENT IMPACT

University-initiated economic development has become a major focus for many TTOs, and the push to document and report economic impact is getting more intense.

This Program will discuss the methods they use for benchmarking, what statistics they gather and report, and how the programs and protocols used at each university ensure positive growth and maximum impact.

~ What does economic development mean? There is no clear-cut definition. We'll discuss each university's regional and institution-based mission to better define what it truly is.
~ In-depth look at the programs and protocols used at each university
~ Decipher the economic development philosophies of land grant and non-land grant universities
~ Bootstrapping your data gathering and reporting using interns and consultants
~ Techniques for saving time and money in the benchmarking process
~ Creating a "start-up map" to identify locations of companies and where in the state funding is most prevalent
~ How each university gathers and reports data for their annual economic development reports


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BEST PRACTICES FOR CHOOSING AND USING A CRM SYSTEM FOR YOUR TECH TRANSFER OFFICE

When charged with the task of evaluating a CRM (Customer Relationship Management) system for your TTO, you may think that weighing platforms, features, functionalities and costs is the prudent way to go. Well, yes and no.

Three experts in the field to share their experiences, lessons learned, and specific advice that will save you hours of staff time and clarify what criteria should guide your CRM decision. And beyond that, they will provide valuable guidance to both CRM seekers and current CRM users on how to extract the most value from your system in meeting many of the complex challenges facing your TTO.

~ What does a CRM have that you don't?
~ Keeping track of vendors, markets and funding sources through CRM analysis and comparisons
~ Assessing your customer base
~ Comparing SaaS systems against on-premise systems
~ Choosing the right team members for your CRM committee
~ Best features for every budget
~ Contract do's and don'ts


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BEST PRACTICES FOR TTOS IN FORGING STRONG INTERNAL STAKEHOLDER RELATIONSHIPS

There is one factor that is common to virtually every top-performing tech transfer office: widespread and enthusiastic support from faculty and other key internal stakeholders.

Keep in mind, forging strong internal stakeholder relationships is no small undertaking and can't be accomplished quickly or easily X but the benefits of a coordinated and continuous effort are astounding.

Part I: The Foundations of Strong Relationships
~ Identifying your Internal Stakeholders: Who are your clients?
~ The Fundamental Issue Underlying Poor Relationships with Clients
~ The Three Ways to Address the Fundamental Issue
~ Sponsored Research Offices: The Lifeguard's Dilemma
~ Technology Commercialization Defined: What TTOs Should Do
~ Mission Impossible: Bad Definitions of Customer Service
~ Opportunity Assessment, Investment Management and Project Execution
~ Transparency Problems: The Solitaire Assumption
~ Escaping from the Black Hole: The Disclosure Management System

Part II: Growing the Relationship
~ The Client's Role in Managing "Pre-Disclosure" IP
~ Working with IP / Patent Committees
~ Showing an Interest: Reviewing Proposals
~ Broadcasting vs. Narrowcasting
~ Fostering Word-of-Mouth Advertising
~ Starting Companies Together
~ Pursuing Research Opportunities Together
~ Facing the Challenges of Commercialization as Partners


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BEYOND INTERNSHIPS: CREATING A STUDENT-BASED WORKFORCE IN YOUR TTO

Chances are the workload for you and your staff will not be getting any lighter. And if you're like most TTOs, increasing demands for results, yet no increase in staff, means you could face rising backlogs of invention disclosures, slower response times, missed revenue opportunities, and disgruntled faculty.

Moffitt's recent total revamp of its intern program, including:
~ Changes to the application process
~ Expansion or student roles and responsibilities
~ How project selection is made
~ New forms and procedures to guide interns and staff
~ Enhanced oversight and feedback
~ How coaching and mentoring are shaping interns to be the future tech transfer professionals

University of Illinois' proven intern program includes:
~ Student-run marketing programs
~ Meaningful projects with real impact for the TTO
~ A highly sought-after PhD fellowship program
~ Professional association scholarships for bright stars pursuing a career in tech transfer


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ESTABLISH A CREATIVE WORKS LICENSING PROGRAM TO ENHANCE YOUR TTO'S REVENUE AND FACULTY SERVICE

Get expert advice to help you meet the challenges associated with creative works, build your revenues from this often overlooked source of IP, and extend your faculty service to your entire campus.

~ Understanding what is V and what is not V a creative work
~ Identifying and engaging with faculty in "non-tech" schools and departments
~ How to boost disclosures of creative works V and boost your TTO's revenue
~ Best practices in drafting licenses for: Curriculum-based creative works, Institutional marks, Literature, Artwork, Music, Images, and moreK
~ How to calculate royalty rates for creative works
~ Advice for handling infringement cases
~ Managing the specific challenges faced when managing student- and faculty-owned vs. university-owned creative works


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EXPERT CORPORATE RELATIONS STRATEGIES FOR LONG-TERM INDUSTRY-TTO PARTNERSHIPS

This hour-long program with practical take-aways that you can use to start building relationships and partnerships that will ultimately provide a long-term flow of deals and funding.

~ How to establish
~ What industry is looking for when engaging with: Students, Faculty, Tech Transfer Offices
~ How to target technology markets for opportunities
Low and no cost networking resources that work
~ Metrics to gauge success


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EXPORT CONTROL UPDATE: TECHNOLOGY TRANSFER AND THE BOUNDARIES OF FUNDAMENTAL RESEARCH

This intensive program is designed to help you update and strengthen your current export control compliance program. Invite all your staff and research faculty to hear Jennifer Saak, PhD, export control expert with over 20 years experience, provide details on latest updates and how they will affect your operations:

~ Proposed definitions of Fundamental Research
~ Export Control Reform and how it affects universities, clinical research centers and labs
~ Compliance with U.S. Export Controls Framework (EAR and ITAR)
~ Controls on technology
~ Publicly Available/Public Domain Exclusion
~ Controls after transferring technology off campus
~ PLUS! Review real-world case studies of noncompliance and their repercussions


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GREAT IDEAS FOR IMPROVING FACULTY OUTREACH AND ENHANCING RESEARCHER-TTO RELATIONS

Transform your researchers into allies and tech transfer team members

You'll learn how Mr. Diedrich was headhunted from the commercial sector to revitalize Texas A&M's technology commercialization program. He'll reveal how he gained the buy-in needed from both administrators and faculty X and how he revived the TTO through intensive public relations efforts, customer service initiatives, and educational outreach programs.

Gauging faculty/researcher perceptions of your TTO
~ Tips on obtaining honest opinions
~ What to do with the results

Targeting areas for improvement in faculty service and outreach
~ Customer service standards
~ Reliability and follow-through
~ Assistance with paperwork
~ Providing lab support to free up researchers' time
~ Creative use of faculty incentives

Build strong ties with researchers, faculty and administration
~ Overcoming misconceptions, biases, and trust issues
~ Dynamic public relations strategies
~ Encouraging an entrepreneurial culture on campus
~ Adopting proven faculty outreach and education programs
~ Innovative faculty recognition efforts
~ Mentoring and commercialization assistance programs


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HOW TO BUILD AND NURTURE AN INNOVATION DISTRICT

In this case study style program, Stephen Fleming, Vice President of the Enterprise Innovation Institute at Georgia Tech, will talk about how it all came together and what the biggest challenges are when trying to make the public-private partnership work. And co-presenter Lisa Kuuttila, CEO & Chief Economic Development Officer at STC.UNM, the tech transfer and economic development arm of the University of New Mexico, will share the philosophy that UNM is following to build and grow their innovation district.

Mr. Fleming and Ms. Kuuttila will also discuss:
~ New Mexico: Strengths and opportunities
~ Technology Square: Successes and challenges
~ Selecting a model for an innovation ecosystem
~ Selecting a site
~ Startup incubators vs. corporate innovation centers
~ Fundraising opportunities and challenges


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HOW TO OUTSOURCE AND OFFSHORE TTO ACTIVITIES FOR HUGE SAVINGS AND EFFICIENCY GAINS

With a variety of risk-reward structures that can limit out-of-pocket costs, offshoring and other outsourcing options are gaining favor. As TTOs struggle with staff and budget crunches X and with piles of invention disclosures that seem to grow larger by the day X it's virtually impossible using existing resources to handle the backlog of promising innovations and the constant pressure for action from faculty inventors.

~ prior art and freedom to operate analyses
~ patent prosecution support
~ market assessments and licensee identification
~ technology assessments
~ portfolio assessment and triage
~ competition analyses
~ infringement and enforcement analaysis
~ licensee audits
~ foreign filings
~ start-up leadership


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HOW TO SUCCESSFULLY REBRAND YOUR TTO: LESSONS LEARNED FROM UNH INNOVATION

A complete rebranding and reorganization of a university's research commercialization activity is a tough, risky, and time-consuming process V but it can also be a powerful engine that pushes a TTO to new heights.

This case study program that dives deep into the rebranding project and provides you with detailed strategies and lessons learned.

~ Case Study of the transformation from the Office of Research Partnership and Commercialization to UNH Innovation
~ How to evaluate your current branding and perception from faculty and industry
~ The pros and cons of branding separately from the university
~ Dealing with administrative red tape
~ How to handle faculty pushback
~ Overcoming and educating industry on past misperceptions as you rebrand


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INTERNAL METRICS AND BENCHMARKING: NEW ERA MEASUREMENT OF TTO PERFORMANCE AND IMPACT

The unprecedented focus on innovation among federal and state government officials has put tech transfer in the spotlight like never before, creating intense pressure from university administration and other key stakeholders to demonstrate the impact of research commercialization efforts on economic development and job creation. Yet most metrics currently used by TTOs fail to adequately capture these data or translate your activities into the results you're now being asked to deliver.

CREATING PUBLIC BENEFIT, MEASURED BY:
~ Agreements by type and per million research dollars spent
~ Start-ups created
~ Agreements with reservation of rights clauses
~ Products reaching the market

SERVICE TO ACADEMIC COMMUNITY, MEASURED BY:
~ Disclosures, first-time disclosures, and multiple disclosures
~ Contacts with faculty
~ Faculty receiving income shares
~ Patents filed and issued
~ MTAs and copyright licenses

INDUSTRY PARTNERSHIPS, MEASURED BY:
~ Agreements stemming from SRAs
~ Number of and dollars associated with SRAs
~ Visitor agreements with industry

ECONOMIC DEVELOPMENT, MEASURED BY:
~ Start-up funding, revenues, and jobs created
~ Gross sales of licensed technologies

FAIR COMPENSATION FOR UNIVERSITY IP, MEASURED BY:
~ Royalties, fees, and equity payouts
~ Number of revenue-generating agreements
~ Patent cost reimbursement


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MANAGING MATERIAL TRANSFER AGREEMENTS: KEY PRACTICES FOR SAVING TIME AND MONEY

MTAs create little or no revenue for your institution, but for most TTOs they are a big part of the job X most would say too big. Not only is MTA management a rather substantial time drain, but a financial drain as well X universities spend millions of dollars on processing hundreds of thousands of MTAs every year. And since MTAs can have serious ramifications in terms of rights to resulting inventions, for future licensing agreements and for publication rights, it's not a process to be taken lightly or rushed through.

~ The evolution of efforts to standardize MTAs
~ Identifying the causes of backlog and redundant work
~ How Vanderbilt leveraged standardization into a platform for automating MTAs
~ How MTAShare handles the different terms and conditions for managing transfers between: Academic or research institutions, Transfer from academia to industry, Transfer from industry to academia
~ Review features of MTAShare that enable the automation process
~ How MTA automation translates into: Faster commercialization, More money in your budget's bottom line, More efficient use of staff tim


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MARKETING YOUR TTO'S TECHNOLOGIES VIA SOCIAL MEDIA 2014: NEW PLATFORMS, TRACKING TOOLS, AND TRENDS

This program will discuss their own successes (including two licensing deals specifically tracked to social media efforts!), as well as reveal current trends and key strategies in social media that can benefit your TTO's marketing effectiveness. Plus, they'll warn you on which platforms and strategies to steer clear from.

1. How to use social media to push content-driven marketing
~ Choosing the right content for the right platform
~ How to build a legion of engaged followers and ditch the tire kickers
~ Build interest and attendance for your in-person engagements, meetings and seminars

2. Extend the reach of your tech summaries and elevator pitches by using social video platforms

3. Hear the panel's best practice advice for these top social media hubs based on their hands-on experience:
~ Facebook
~ Tumblr
~ LinkedIn
~ Twitter
~ Vimeo
~ Pinterest
~ Prezi
~ YouTube
~ SnapChat

4. Learn how social media can be used to assist with all of your TTO's goals:
~ Economic development
~ Start-up activity and executive recruitment
~ Finding licensees and corporate partnerships
~ Identifying new investors and funding sources
~ Crowdfunding
~ Community outreach


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MOBILE APP ACCELERATORS ON CAMPUS: HOW TTOS CAN GAIN NEW REVENUES AND ENHANCE ENGAGEMENT

Mobile apps continue to present technology transfer offices with a tremendous opportunity for new revenues, and some TTOs are taking this opportunity to the next level by creating mobile app accelerator centers. These centers focus solely on commercializing and monetizing mobile app ideas disclosed by students, faculty and staff.

~ How and why each accelerator was established
~ Each program's end-goal: One is service-oriented and one is committed to forming companies
~ How each accelerator is monetizing their apps and what it means to their bottom line
~ Details regarding each program's annual app development competitions
~ The criteria each looks for in an app
~ Each program's relationship with their university's Technology Transfer Office
~ Statistics on each accelerator's impact on local and regional economic growth
~ Highlights of each program's successes, failures and future plans for growth


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PATENT PROSECUTION COST-SAVING STRATEGIES: INCREASE YOUR TTO'S FILINGS WITHOUT INCREASING YOUR BUDGET

Patent prosecution costs are at the very top of your TTO's expense list, yet this huge percentage of your annual budget may seem largely outside your control.

This program is filled with practical, how-to advice from two experienced patent prosecutors whose practices specifically focus on the needs and concerns of TTOs. You'll come away with creative strategies you can adopt for immediate bottom-line benefits, significantly reducing your legal bills while improving the number and overall quality of your patent filings.

This important program will span the entire patent process with a singular focus on getting more out of your legal team, spending less, and enhancing patent quality even as billings decline:

~ Disclosure Evaluation: Strategies for distinguishing what TTOs can patent from what TTOs should patent to avoid unnecessary filing costs
~ Strategies for increasing the probability of successful licensing at the disclosure stage
~ Proven tips for TTOs to reduce patent preparation costs
~ Working with researchers to enhance disclosures and claims construction
~ Reducing unnecessary paperwork and associated attorney costs
~ Structuring patent prosecution: Practical strategies for TTOs and licensees to increase the efficiency of prosecution, while reducing the cost and staff burden
~ Cost-effective strategies for dealing with the added prosecution burden brought about by the America Invents Act


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PRE-LAUNCH CONSIDERATIONS FOR UNIVERSITY INNOVATIONS: FOCUS YOUR TTO STAFF AND BUDGET ON THE WINNERS

By adopting the panel's proven best practices, you will achieve higher success rates, more effective use of staff time and patent budgets, and better relationships with faculty inventors. You'll also slash wasted time and effort, bring a higher percentage of high-promise innovations forward, and enable more confident decision-making when faced with competing priorities. Our esteemed panel will discuss all four key elements that should inform your patent and start-up assessments:

~ Market Evaluation
Does the technology/science/product address a critical unmet need and market opportunity?

~ Technology Evaluation
Does the technology/science/product data justify embarking on a development/commercialization plan?

~ IP Assessment
Is there a proprietary position that allows the product to return value to the investor and/or the university?


~ Business and Financing Plan
What are the near and medium term valuation milestones in the development of the product or company, and how will the company or university finance to those milestones?


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REBRANDING AND REVITALIZING YOUR TTO: U.VA. INNOVATION CASE STUDY

This program explore how the foundation navigated to a new model for supporting innovation within and beyond the university.

You will learn how university tech transfer leaders:
~ Identified innovation as a strategic priority
~ Took the pulse of more than 400 researchers
~ Implemented changes to the organizational structure, policies and procedures
~ Adopted a new business model focused on service and business development
~ Communicated progress internally to staff
~ Partnered with peer offices to align resources and identify common goals
~ Gained consensus and approval from upper administration and board
~ Developed and launched a new brand
~ Leveraged university resources and expertise to minimize costs
~ Continue to elevate the role and visibility of innovation at the university and throughout the region


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STRETCH YOUR TTO'S BUDGET: TAP INTO INDUSTRY RESOURCES AND PARTNERSHIPS

TTO budgets are notoriously skimpy X and economic conditions haven't helped, to say the least. Many offices are struggling to operate effectively with fewer resources, and cost-cutting has gotten its fair share of attention by most. But there is another way to stretch your TTO budget that takes the opposite approach: adding resources and dollars from industry collaborators.

~ How to find and approach the right people within the targeted industry
~ Strategies for making your TTO the "go to" resource in the minds of faculty and industry
~ Tapping into a rich industry financial vein to support research, contests, start-up ventures, and other TTO activities
~ Building internal bridges with your grant and sponsored research departments, and using their expertise to ferret out funding for your department
~ How trust-building efforts with faculty can lead to better industry ties
~ Addressing conflict-of-interest challenges
~ Breeding an environment where faculty sees the value of the TTO and industry relationships
~ Bringing the student population into the mix
~ Effective PR, outreach and marketing techniques that keep you top-of-mind with industry
~ Metrics to support your position as a worthy industry ally


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TECH TRANSFER MARKETING METRICS IN THE DIGITAL AGE: WHAT'S WORKING AND WHAT'S WASTING TIME AND MONEY?

Many TTOs struggle when it comes to devising meaningful marketing metrics that can help guide their marketing choices and demonstrate the results of their efforts to key stakeholders. This lack of data not only limits the ability of technology and marketing managers to adjust and plan for improvement, but also limits their ability to demonstrate the value of the TTO's hard work to administrators, who often only see results in terms of licenses and revenues.

~ How to create a metric set based on leadership expectations
~ How to devise an action plan based on your marketing results
~ Real-world data and guidance on tracking:
1. In-bound email requests
2. Out-bound email promotions
3. Unsolicited mass marketing vs individualized promotions
4. Brand vs. technology-focused marketing: which reigns supreme?
5. Social media: metrics for specific platforms and ways to maximize exposure
6. SEO and keyword best practices, as well as tracking and analysis strategies


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TRANSFORM YOUR TTO INTO AN ECONOMIC DEVELOPMENT ENGINE

For many universities, this intensified pressure to prove the economic merits of research efforts has brought with it much closer integration and partnership with local and regional economic development agencies, as well as new initiatives that put more focus V and more pressure V on the ways TTOs and their universities contribute to their communities' fiscal well being.

During this program, you'll have an opportunity to hear from two universities that stand out as proactive examples of how to meet the economic development challenge. Rutgers University and the University of Maryland have each created a dedicated economic development office, and are actively employing creative strategies to stimulate economic impact and measure their results.

This program, where they will share their methods, challenges, successes, and measurement strategies:
~ Details of each university's strategic plan for economic development on a local, regional and state level
~ How to ensure university and TTO goals are aligned with economic development efforts
~ Innovative ideas for encouraging
~ Strategies for measuring and reporting on economic impact metrics
~ Dealing effectively with pressure for results
~ Marketing and PR strategies that put your successes in economic development terms
~ Tapping into the Economic Development Administration's resources and assistance programs
~ Review of the AAU and APLU's economic development plan


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TTOS: FAST-TRACK YOUR INNOVATIONS

Prolific entrepreneur Nick Webb has studied over 200 of the most innovative companies in the world to find out how they increase speed-to-market and, ultimately, the profitability of their innovations. In fact, Nick V a serial inventor himself V has literally written the book on breakthrough innovation strategies. Now he's revealing the secrets to more effective and faster innovation in this webinar designed specifically for tech transfer professionals and faculty innovators.

~ Building a systemic culture of innovation
~ Fast-tracking innovation assessments with the Webb triangle
~ How to automate innovation filtration
~ Keys to developing world-class innovation platforms
~ Replacing risk management with opportunity management
~ Assuring maximum market penetration with customer-driven innovations
~ How to "out-invent" the competition using innovation safaris
~ Tools for value layering your innovations
~ Introduction to the state-of-the-art RealOpenTM innovation management system


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TTOS: USE SOCIAL MEDIA EFFECTIVELY TO MARKET YOUR INNOVATIONS

Social media is fast-becoming an integral part of the marketing landscape, and the relatively low cost and wide reach V when used effectively V can be a godsend for cash-strapped tech transfer offices that need to enhance their promotional efforts without many budget dollars to work with. Blogging, Twitter, Facebook, LinkedIn, YouTube, Plaxo, and many other social medial avenues offer near limitless opportunities to push your available innovations in front of a captive audience.

~ Understand the many facets to marketing University IP via social and web channels
~ Keys to a successful website
~ Capitalize on the emerging popularity of video clips
~ Podcasts, webinars
~ Blogging
~ LinkedIn, Facebook, Plaxo, etc.
~ Twitter
~ Leverage social media marketing efforts to land mainstream media attention


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TURN SOCIAL MEDIA INTO A MARKETING HOME RUN FOR YOUR TTO

Blogging, Twitter, Facebook, LinkedIn, YouTube, Plaxo and many other social media avenues offer nearly limitless opportunities: from forging strong relationships with faculty, students and the business community to pushing your available innovations in front of a captive audience. But just like any other traditional marketing channel, the keys to success are in the planning and execution. And if you're like many IP marketers and tech transfer professionals, you recognize the vast potential yet struggle with how to implement effective strategies to capitalize on that potential in the real world.

~ PR and Brand Recognition Strategies
~ Building Communities of Engaged Followers
~ Social Media Marketing Tactic


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VENTURE PHILANTHROPY FOR TECHNOLOGY TRANSFER: ESTABLISH A NEW FUNDING SOURCE FOR YOUR INNOVATIONS

Venture philanthropy is rising in the ranks of options for university TTOs to fund not only research, but start -ups as well. This fresh approach to funding R&D and IP commercialization takes concepts and techniques from the venture capital finance and traditional philanthropy development worlds and combines them to help fund promising technologies and spinouts.

~ The how-to's of forming, managing and administering a philanthropic venture fund
~ Step by step advice on how to build a fund within your university\
~ History on each of the venture funds came to be
~ Collaborating rather than competing with the Development Office
~ Internal and external marketing strategies
~ Targeting donors with pitches focused on innovation
~ The legal structure of each fund, and why these options work
~ How the funds are handled administratively
~ How funds are distributed
~ How each fund has evolved over time
~ Lessons learned from each evolutionary stage


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