Books / Special Reports:

• Mastering Deemed Exports The simple way to train your employees on complicated EAR and ITAR Deemed Export rules ... more »

• U.S. Export Controls Compliance Practices Benchmarks for Higher Education, 2020 Edition Benchmarks and data to compare against your own practices and procedures regarding compliance with U.S. export control regulations and related strictures ... more »

• U.S. Federal Government Robotics Research Funding Get detailed data on the volume of grants and contracts obtained by major U.S. universities, university spin-offs, and private contractors ... more »

Distance Learning:

• All Access Pass This program gives you and your staff a complete arsenal of tech transfer benchmarks, best practices, and success strategies – at your fingertips 24/7 ... more »

• Avoid SBIR/STTR Fraud and Abuse Allegations in University Research During this program, Joe Runge will reveal UNeMed’s methods and best practices for supporting its clinicians ... more »

• Bayh-Dole Compliance Check-up: Effectively Address the Challenge of Complacency We've recruited a top patent attorney to lead this one-hour Bayh-Dole compliance workshop ... more »

• Best Practices for Fast-Tracking Your U.S. Manufacturing Waiver Application for Federally Funded IP Please join Ami D Gadhia, JD, LLM, CLP, as she shares her insight and details successful strategies to taper down the months-long application process ... more »

• Best Practices for Managing Conflict of Interest in University Research As the business of technology transfer continues to evolve, managing conflicts of interest that can arise within university TTOs is increasingly important. ... more »

• Best Practices in University Research and Tech Transfer Compliance This collection is filled with expert compliance guidance related to the Bayh-Dole Act, reporting guidelines for iEdison, and SBIR/STTR funding regulations ... more »

• Blurred Lines and Gray Areas: Managing Conflicts of Interest in University Tech Transfer and Sponsored Research Our experts will provide solid guidance on the blurred lines of conflicts as they relate to research, funding, and start-ups in the university setting ... more »

• Building International Sponsored Research Collaborations: Navigating Culture, Contracting, Compliance, and IP Protection This program will help you tap into the growing international opportunities for sponsored research deals ... more »

• NEW! Combatting Heightened Cybersecurity Risks to University-Based IP Due to Remote Work Explore IT and cybersecurity risks and requirements associated with research activity, and apply them to your institution’s processes and remote workforce ... more »

• Compliance Management and Fraud Prevention in Sponsored Research This program focuses on how to protect against fraud claims, identify compliance risks, and deal with the fallout if called to defend against an audit. ... more »

• Conflict of Interest in University Research: Strengthen Your Process and Policies This program provides detailed legal advice as well as practical, how-to guidance on tackling the thicket of thorny COI issues you must address. ... more »

• NEW! Critical Research Compliance Update for Universities: Focus on the Thousand Talents Program and Export Control Strategies for solidifying your compliance program while providing insight into the risks associated with the Thousand Talents Program and other programs ... more »

• Data Licensing and Privacy Protection Workshop for University TTOs This program will address the big issues universities are facing with the legalities of using clinical data, images, and health records ... more »

• Deemed Export Compliance: A Workshop for University TTOs Many common university research practices risk huge civil or criminal fines, without a “Deemed Export" or technology transfer license. ... more »

• Discovering, Reporting and Managing Fiscal Misconduct in University Research Get details on recent, high-profile cases of fiscal misconduct involving university research grants and learn to prevent such actions at your institution ... more »

• Do-it-Yourself Crowdfunding for Universities Get expert guidance to clear the administrative hurdles, and navigate compliance and financial risks with do-it-yourself crowdfunding for universities ... more »

• EAR/ITAR Compliance Workshop: Understanding and Managing Export Control in University Research and Technology Transfer We will review the EAR/ITAR regulations and discuss key definitions of terms related to deemed exports ... more »

• Ensuring Compliance with New Financial Conflict of Interest Regs Our conflict of interest expert will provide a detailed overview of new rules and explore strategies for navigating the compliance challenges they present ... more »

• Ensuring Cybersecurity to Protect University IP Assets Mike Cullen, Baker Tilly’s higher education and research institution cybersecurity and IT leader, will provide a crash course on cyber threats and solutions ... more »

• Establishing an Effective Royalty Audit Process for University IP Licenses Explore best practices and key insights to help you initiate an effective royalty audit process ... more »

• Export Control Regulations: Best Practices for Navigating the Fundamental Research Exemption in Sponsored Research Projects This program will define the fundamental research exemption within Export Administration Regulations and the International Traffic in Arms Regulations ... more »

• Export Control Update: Technology Transfer and the Boundaries of Fundamental Research "Export Control Update" is designed to help you update and strengthen your current export control compliance program ... more »

• NEW! Faculty Consulting Agreements: Mitigating COIs while Supporting Faculty Inventors Get clear guidance on the critical policies and procedures need to mitigate COIs associated with your faculty’s consulting agreements ... more »

• Financial Audits of Industry-Sponsored Research: What to Expect and How to Manage the Process This program will demystify the audit process so that both parties can come away with valuable insight into the financial well-being of a research project ... more »

• Improving Data Integrity: Boost TTO Operations and Gain Reliability in Your Invention Management Database This program will show you how to significantly improve data collection and reporting to enhance your office’s performance ... more »

• IP Audit Checklist: Best Practices to Identify, Protect, Monetize and Enforce University IP Assets This program will take you step-by-step through the process and procedures of a general audit, event-driven audit, and limited-purpose IP audit ... more »

• Iron-Clad Royalty Audit Terms and Conditions for University IP Licenses Learn best practices for strengthening the royalty audit terms and conditions for your university IP licenses ... more »

• Licensee Red Flags: 12 Critical Signs that Should Trigger an Audit A royalty audit expert shares his top 12 signs that should trigger an audit, and explains critical procedures needed to find mistakes and missing dollars. ... more »

• Maintaining Compliance with iEdison: A Practical Guide for Universities During this program, Joe Runge will reveal UNeMed’s methods and best practices for supporting its clinicians ... more »

• Managing Compliance Challenges Associated with Research Gifts This program will demonstrate how to create clear and concise university policy to correctly classify and process all gifts, and ensure accountability ... more »

• Managing Conflicts Of Interest and Compliance Issues in University Crowdfunding During this program you will learn to manage conflicts of interest and compliance issues related to crowdfunding early-stage technologies and start-ups ... more »

• Managing Conflicts of Interest in the Commercialization of University Research Get up-to-date on important regulatory issues and gain practical strategies for tackling the broad spectrum of COI issues you face ... more »

• Managing Material Transfer Agreements: Key Practices for Saving Time and Money Learn how the Vanderbilt Center for Technology Transfer and Commercialization tackled its MTA workload, culminating in this time- and money-saving solution ... more »

• Managing University Patent Annuities: How to Save Money While Increasing Productivity Take a look at the specifics, the costs, and the pros and cons of the various patent annuity management and maintenance choices available to TTOs ... more »

• Mitigating Risks Associated with Foreign Research Collaborators Comply with security measures required by federal agencies, identify red flags to protect research, and offer best practices in mitigating risks ... more »

• Navigating Foreign Relationships and Reporting Requirements in University Research Get a solid plan of action for both policy and real-world practice from a foreign research compliance veteran ... more »

• New Post Grant Proceeding Rules: Adjusting to the New Reality The AIA brought significant changes to post-grant proceedings and it’s critical for you to be prepared for these new forms of patent challenges. ... more »

• Open Source Licensing: Risks and Opportunities for University Innovations Open source risks, as well as the potential of new business models that lend themselves to commercialization of open source innovations ... more »

• Patent Reform: Impact and Strategy for University Research and Tech Transfer This two-part webinar focuses first on the specifics of the new law, and then on the strategies needed to apply it successfully. ... more »

• Playing for Keeps: Patent Enforcement Strategies for University TTOs Join us as an IP enforcement expert discusses the full range of issues and factors that can impact your ability to protect your university’s patents ... more »

• Policy and Practice Governing Faculty Inventors: Protecting Your University While Building Solid Relationships for Lasting Success This series identifies key practices and procedures to protect the university while also building solid relationships with inventive faculty ... more »

• Post-License Monitoring and Support: Performance and Revenue Enhancement Strategies (and When All Else Fails How to Pull the Plug and Take Back Your IP) This expert panel shows you how to discover missing dollars using systematic, thorough auditing while maintaining positive relationships with licensees. ... more »

• Preserving Sponsored Research Integrity: Fortifying Contractual Language and University Policy to Prevent Bias and COI This program will dive into best practices that universities can draw upon to ensure the integrity of their corporate-sponsored research ... more »

• Preventing Tax Compliance Nightmares in University Tech Transfer and Industry-Sponsored Research Take home compliance guidance and strategies you can use to ensure you steer clear of common tax problems and complications ... more »

• Reap the Benefits of a Strong Post-License Monitoring System If your post-license monitoring system is less than optimal, you are probably losing money – money that your faculty inventors and university deserve. ... more »

• Risk Assessment and Reporting Requirements for Foreign Research Relationships This collection is dedicated to improving your assessment strategies and compliance with reporting requirements ... more »

• Royalty Audits: Are You Getting What You Bargained For? TTOs let millions in royalty revenue slip away because they don’t perform audits. It’s up to you to make sure licensees keep their end of the bargain. ... more »

• Saving Time and Increasing Productivity with iEdison: Reassessing the Subject Invention Requirement and Minimizing Reporting Errors This program will show you how to save time with iEdison by providing an in-depth view of what a subject invention is and what really needs to be reported ... more »

• SBIR/STTR Policy Changes: New Challenges and New Opportunities This program will clarify the various agencies' directives and give you clear guidance on how to navigate recent policy successfully ... more »

• Sponsored Research Compliance: Best Practices for Working with Auditors Our team will discuss the role and objectives of internal and external audit functions, and provide specific ideas for leveraging the audit process. ... more »

• Technology Transfer after Export Control Reforms This program will answer questions and provide details on how the Departments of Commerce and State intend to regulate future export controls on technology ... more »

• The 2018 Bayh Dole Revisions: Practical Compliance Guidance for Technology Transfer Offices will guide you through the key changes, their practical impact, and the specifics of implementation with staff, systems, procedures, and licensees ... more »

• The IRS Targets TTOs: Hot Spots for Tax Compliance and Audit Avoidance Strategies Ensure tax guideline compliance and prepare your TTO for a possible audit with this crucial audioconference led by three top university tax attorneys. ... more »

• The SBIR/STTR Proposal Playbook: A Webinar Workshop for Drafting Winning Applications This program will provide a solid understanding of what makes a good SBIR/STTR proposal and what the largest agencies are looking for ... more »

• The Who, When, Why and How of Royalty Auditing The tips and expert strategies you’ll gain could save you thousands in lost royalty dollars, while ensuring your licensed IP reaches its full potential. ... more »

• University Crowdfunding Update: Opportunities and Challenges of Title III Equity Regulations for University Start-Ups During this program you'll get practical advice and specific guidance on how to raise funds using this new option and manage the process appropriately ... more »

• University Technology Commercialization Boot Camp This 13-session collection is a crash course in successful technology transfer featuring 25 of the country’s leading experts and TTO veterans ... more »

Monthly Newsletters:

• Technology Transfer Tactics monthly newsletter Technology Transfer Tactics monthly newsletter provides in-depth guidance designed to hasten and streamline the commercialization process ... more »

• All Access Pass This program gives you and your staff a complete arsenal of tech transfer benchmarks, best practices, and success strategies – at your fingertips 24/7 ... more »