Tech Transfer eNews Blog
University-Industry Engagement Advisor

IP Audit Checklist: Best Practices to Identify, Protect, Monetize and Enforce University IP Assets


By Jesse Schwartz
Published: July 10th, 2019

IP audits are essential to properly manage your university’s IP portfolio. To fully understand the commercial potential as well as the risks — in many cases involving hundreds of individual IP assets — a regular and systematic review process is an absolute must. Without it, you could be losing out on significant revenue opportunities, overlooking litigation risks, and missing critical deadlines and filing requirements that could even cost you the rights to that IP.

That’s why Technology Transfer Tactics’ Distance Learning Division has scheduled an encore presentation of this detailed and highly rated program led by a team of expert attorneys from the law firm Offit Kurman: IP Audit Checklist: Best Practices to Identify, Protect, Monetize and Enforce University IP Assets. Join us next Wednesday, July 17th for this practical session that will take you step-by-step through the process and procedures of a general audit, event-driven audit, and limited-purpose IP audit. For complete details and to register, CLICK HERE.

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Key Challenges in Drafting IP Licenses


By Jesse Schwartz
Published: July 10th, 2019

Carefully defining rights to improvements, IP valuation, and audit rights are three of the trickiest aspects of drafting license agreements that protect your organization from future disputes as well as reductions in revenue due to licensee interpretation of ambiguous contract language. Careful drafting of these terms — using exacting language that leaves no room for error, omission, or re-interpretation — minimizes the chances of a host of future complications, including litigation, that can wreak havoc on your TTO’s relationships with partners and licensees.

That’s why we’ve created this detailed distance learning collection: Key Challenges in Drafting IP Licenses. This three-session collection zeroes in on these three critical components of a license agreement: rights to improvements, calculation of apportionment and EMVR, and audit terms. For complete program and faculty details, CLICK HERE.

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IP Audit Checklist: Best Practices to Identify, Protect, Monetize and Enforce University IP Assets


By Jesse Schwartz
Published: July 3rd, 2019

IP audits are essential to properly manage your university’s IP portfolio. To fully understand the commercial potential as well as the risks — in many cases involving hundreds of individual IP assets — a regular and systematic review process is an absolute must. Without it, you could be losing out on significant revenue opportunities, overlooking litigation risks, and missing critical deadlines and filing requirements that could even cost you the rights to that IP.

That’s why Technology Transfer Tactics’ Distance Learning Division has scheduled an encore presentation of this detailed and highly rated program led by a team of expert attorneys from the law firm Offit Kurman: IP Audit Checklist: Best Practices to Identify, Protect, Monetize and Enforce University IP Assets. Join us on July 17th for this practical session that will take you step-by-step through the process and procedures of a general audit, event-driven audit, and limited-purpose IP audit. For complete details and to register, CLICK HERE.

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Invention Disclosure Management: Proven Strategies for Boosting Quantity and Assessing Quality


By Jesse Schwartz
Published: July 3rd, 2019

Disclosures are the lifeblood of the university innovation cycle, and a huge portion of your TTO’s time is spent vetting and analyzing them for potential commercialization. On one hand, you don’t want to skim over your backlog and potentially miss a windfall. And on the other, too often you find yourself spinning your wheels on disclosures that just don’t make the grade to appease faculty egos.

Technology Transfer Tactics’ Distance Learning Division has created a collection of three distance learning programs that target key disclosure management challenges, including faculty outreach and engagement, effective triage, and standardizing post-disclosure activity and communication.

Invention Disclosure Management: Proven Strategies for Boosting Quantity and Assessing Quality includes all presentations in three formats — DVD, on-demand video, and print transcript — so they can be shared conveniently throughout your organization when and how you wish. For complete details and to order, CLICK HERE.

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SBIR/STTR Policy Changes: New Challenges and New Opportunities


By Jesse Schwartz
Published: June 19th, 2019

The Small Business Administration has just released a significant update to the SBIR/STTR policy directives and the changes took effect May 2nd. The final version contains significant policy changes that affect data rights and protections, data marking, rules related to multiple public funding sources, expanded opportunities with Phase III awards, and relaxation of rules related to multiple research institute partners.

Coupled with the National Science Foundation’s new requirement of “project pitch” before submission for an award and the NIH’s updated FOA for 2019, there are lots of new and important moving parts for TTOs, start-ups, research managers and partners to maneuver through — and one misstep can jeopardize your entire award status. At the same time, the new rules introduce valuable opportunities for expanded funding and new partnerships.

To clarify the various agencies’ directives and give you clear guidance on how to navigate successfully, Technology Transfer Tactics’ Distance Learning Division has teamed up with two experts to bring you this detailed webinar: SBIR/STTR Policy Changes: New Challenges and New Opportunities. Join us on June 26th for detailed guidance from SBIR/STTR expert Kristen Parmelee, President of PCG, Inc., and UNeMed Business Development Manager Joseph Runge, JD, MS. For complete program details and to register, CLICK HERE.

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Mitigating Risks Associated with Foreign Research Collaborators


By Jesse Schwartz
Published: June 18th, 2019

In light of recent security threats and allegations of IP theft, foreign research collaborators, industry partners, students, and even faculty have been placed in the crosshairs of international disputes that have sparked intense scrutiny among administrators and restrictive action by the U.S. government. Heightened concern about foreign scholars exploiting the research environment for their own or their nations’ benefit has caused government agencies — and in turn university leaders — to act strongly, and their actions have shaken the academic research community.

In light of these growing concerns, the National Institutes of Health last year distributed letters to more than 10,000 institutions that receive NIH grants, raising concerns of inappropriate influence by foreign entities — and more than 50 universities have now been asked to investigate specific threats. Several labs have fired researchers over failure to disclose foreign relationships and funding, and the U.S. Department of Justice and other federal agencies are looking into potential security risks associated with foreign talent recruitment programs. 

This is an issue that’s not going away, and it’s why Tech Transfer Central, in partnership with export control and trade compliance expert Wendy Epley, President of Epley Consulting LLC, has scheduled this critically important webinar: Mitigating Risks Associated with Foreign Research Collaborators. Join us on July 25th when Ms. Epley will discuss how to comply with the added security measures being required by federal agencies, identify red flags and subtle clues of inappropriate foreign influence, and implement best practices for mitigating risks associated with foreign research collaborators. For complete details and to register, CLICK HERE.

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Inside the VC Industry’s View of University Spinouts: Critical Insights for TTOs


By Jesse Schwartz
Published: June 12th, 2019

Technology Transfer Tactics’ Distance Learning Division has secured a team of VC execs for an eye-opening webinar that will provide tech transfer professionals an exclusive “insiders’ view” of the venture capital industry’s perspective on university start-ups. You’ll learn how venture firms and corporate venture arms decide where to invest, how these funds work to deliver the returns that their investors expect from this asset class, and understand the VCs’ unique concerns that impact diligence and investment decisions for university spinouts.  

This one-hour webinar will also focus on the impact of follow-on funding on university equity and highlight trends in the venture industry and their impact on return expectations for university equity holdings.

With panelists representing both venture investors and corporate venture arms, the program will focus on later stage investing, revealing how investment decisions are made in the growth and late stages — and how return expectations and deal structures change. Finally, the panel will discuss the impact on venture economics of the growing trend to raise large sums money that allow start-ups to stay private longer before exiting. Please join us on June 20th for this unique webinar: Inside the VC Industry’s View of University Spinouts: Critical Insights for TTOs. For complete faculty and program details or to register, CLICK HERE.

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Matchmaking for University Start-Up Leadership: Laying the Groundwork for Harmonious CEO/Faculty Founder Relationships


By Jesse Schwartz
Published: June 5th, 2019

The path to finding an experienced business leader who is capable and willing to take a university start-up forward is not an easy one. The early promise of strong leadership can be severely undercut, or even severed, by conflicts with the scientific founder of the venture. Why? Because the two leaders may have different visions or expectations for the company, or they may butt heads over key personnel, operational, or financial decisions. Whatever the underlying issue, these all-too-common conflicts pose a significant risk for the new company that your university has invested precious dollars and time into.

How can this situation be avoided or remedied? Experts agree that laying the groundwork for a more harmonious leadership match very early in the business development stage is critical. Defining needs and expectations, equity shares, exit strategies, and the benefits each role brings to the success of the business — coupled with a healthy reality check of each leader’s strengths and weaknesses — can go a long way to ensuring collegiality and, ultimately, success.

That’s why Technology Transfer Tactics’ is teaming up for this practical and strategy-filled webinar with Joy Goswami, Assistant Director of Technology Transfer and Corporate Partnerships in the Office of Economic Innovation and Partnerships at the University of Delaware: Matchmaking for University Start-Up Leadership: Laying the Groundwork for Harmonious CEO/Faculty Founder Relationships, scheduled for next Tuesday, July 11th. Joy will rely on his many years of experience in guiding start-ups and their leadership teams to deliver practical guidance with dozens of take-home strategies. For complete details and to register, CLICK HERE.

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Inside the VC Industry’s View of University Spinouts: Critical Insights for TTOs


By Jesse Schwartz
Published: May 29th, 2019

Technology Transfer Tactics’ Distance Learning Division has secured a team of VC execs for an eye-opening webinar that will provide tech transfer professionals an exclusive “insiders’ view” of the venture capital industry’s perspective on university start-ups. You’ll learn how venture firms and corporate venture arms decide where to invest, how these funds work to deliver the returns that their investors expect from this asset class, and understand the VCs’ unique concerns that impact diligence and investment decisions for university spinouts.  

This one-hour webinar will also focus on the impact of follow-on funding on university equity and highlight trends in the venture industry and their impact on return expectations for university equity holdings.

With panelists representing both venture investors and corporate venture arms, the program will focus on later stage investing, revealing how investment decisions are made in the growth and late stages — and how return expectations and deal structures change. Finally, the panel will discuss the impact on venture economics of the growing trend to raise large sums money that allow start-ups to stay private longer before exiting. Please join us on June 20th for this unique webinar: Inside the VC Industry’s View of University Spinouts: Critical Insights for TTOs. For complete faculty and program details or to register, CLICK HERE.

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Memorial Day sale is still on -- get half-off on select distance learning programs from Tech Transfer Central

If you missed our Memorial Day promotion yesterday, it's not too late to save big! We have cherry-picked some of our highest rated sessions to bring you savings of 50% on each program, which you can browse through HERE. All featured programs are half-priced until midnight May 31st. Don't miss out!

CLICK HERE for more details or to order.

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Matchmaking for University Start-Up Leadership: Laying the Groundwork for Harmonious CEO/Faculty Founder Relationships


By Jesse Schwartz
Published: May 22nd, 2019

The path to finding an experienced business leader who is capable and willing to take a university start-up forward is not easy. And when you think you’ve found “the one,” the early promise of strong leadership can be severely undercut, or even severed, by conflicts with the scientific founder of the venture. Why? Because the two leaders may have different visions or expectations for the company, or they may butt heads over key personnel, operational, or financial decisions. Whatever the underlying issue, these all-too-common conflicts pose a significant risk for the new company that your university has invested precious dollars and time into.

How can this situation be avoided or remedied? Experts agree that laying the groundwork for a more harmonious leadership match very early in the business development stage is critical. Defining needs and expectations, equity shares, exit strategies, and the benefits each role brings to the success of the business — coupled with a healthy reality check of each leader’s strengths and weaknesses — can go a long way to ensuring collegiality and, ultimately, success.

That’s why Technology Transfer Tactics’ is teaming up for this practical and strategy-filled webinar with Joy Goswami, Assistant Director of Technology Transfer and Corporate Partnerships in the Office of Economic Innovation and Partnerships at the University of Delaware: Matchmaking for University Start-Up Leadership: Laying the Groundwork for Harmonious CEO/Faculty Founder Relationships. Joy will rely on his many years of experience in guiding startups and their leadership teams to deliver practical guidance with dozens of take-home strategies. For complete details and to register, CLICK HERE.

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Licensing Know-How: Capture the Full Value of Your Technologies and Foster Supportive Relationships with Licensees


By Jesse Schwartz
Published: May 15th, 2019

University-based start-ups and other licensees often enjoy a close relationship with the faculty inventor of the technology the company or license was based upon, relying on the researcher to provide information as needed to help further the technology. This know-how, along with data and other information, can be crucial to the growth of the company and should be valued as such.

But ignoring it can cost you big money in the long run as a growing number of universities — who routinely incorporate know-how into their licenses — can attest. By aggressively negotiating these know-how rights, TTOs are capturing literally millions of dollars that would otherwise be lost. At the same time, they’re cementing valuable relationships with companies and supporting the progress of their innovations to the marketplace.

That’s why Technology Transfer Tactics’ Distance Learning Division is teaming up with two attorneys who will teach you how to value know-how, how to draft a royalty schedule for know-how, and how your negotiation can maintain the financial integrity of know-how while enjoying a positive, collaborative relationship with the licensee. Please join us on May 23, 2019 for this practical webinar: Licensing Know-How: Capture the Full Value of Your Technologies and Foster Supportive Relationships with Licensees. For complete program and faculty details and to register, CLICK HERE.

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Cultivate Winning University-Industry Relationships through Corporate Affiliate Programs


By Jesse Schwartz
Published: May 8th, 2019

Corporate affiliate programs are designed to provide members an exclusive view into the research and activities of specific departments or programs within a university and foster dynamic collaborations between the university and the affiliate program members. They also allow university researchers to better understand, appreciate and meet the needs of industry. The benefits to each party can be profound, from new revenue, new partnerships, and licensing opportunities for the university to talent acquisition, a ready source of valuable innovations, and a competitive advantage for corporate affiliates. In short, these programs have proven to be an outstanding funnel for long-term value and growth in industry engagement.

That’s why Tech Transfer Central’s Distance Learning Division is teaming up with Todd Cleland, PhD, Senior Director of Corporate Relations for the University of Washington, to discuss how to structure, manage and grow various types of corporate affiliate programs. Please join us on May 16, 2019 for this business-building webinar: Cultivate Winning University-Industry Relationships Through Corporate Affiliate Programs. For complete program details and to register, CLICK HERE.

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