Tech Transfer Central

Material Transfer Agreement Management: Negotiation Strategies to Strengthen Legal Protection and Gain Efficiency

Format: On-Demand Video, DVD, or PDF Transcript
Originally presented: January 28, 2016

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Universities spend millions of dollars and untold hours on negotiating terms and 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 way MTAs are negotiated and managed can also have a huge impact on your organization’s productivity, since the volume and processing time can combine to overwhelm an already overworked staff.

That’s why Technology Transfer Tactics’ Distance Learning Division has teamed up with two experts from the University of Iowa who have successfully addressed the MTA challenge, and are ready to share their strategies with you. Here’s a brief look at what they’ll cover in this detailed, practical program:

  • The differences and considerations when negotiating:
    • Incoming MTAs
    • Outgoing MTAs
  • Understanding the contractual priorities of educational entities, non-profits and corporations:
    • Rights to IP developed using the material
  • Negotiating conflicting missions between parties in a way that:
    • Best protects the university’s legal stake in the IP
    • Promotes commercialization
    • Keeps the relationship between parties on a positive note
    • Doesn’t negatively impact the ability of the PI to apply for funding and continue research
  • What happens when negotiations hit an impasse, how it can affect research and your researcher relations
  • PLUS! Examples of MTA “war stories” and their outcomes

Your Panel of Presenters:

Freda M. Stelzer, JD
Non-Monetary Agreements Manager
University of Iowa Research Foundation (UIRF)

Freda Stelzer is a Non-Monetary Agreements Manager at the University of Research Foundation. In addition to her oversight of Material Transfer Agreements, Freda is also responsible for drafting and negotiating Confidentiality and Inter Institutional agreements, and for providing review and analysis to the University of Iowa’s Division of Sponsored Programs related to intellectual property terms contained in non-monetary agreements and sub awards received from external parties.

Freda received her Bachelor of Arts in Political Science from the University of California at Berkeley, and her Juris Doctorate from Washington University School of Law in St. Louis. Freda’s past experience in contracts management and negotiation includes work as a technology transfer associate at a not for profit research institute.

Jessica L. Boyle, JD
Contracts Administrator
Division of Sponsored Programs
The University of Iowa

Jessica Boyle is a Contracts Administrator at the University of Iowa’s Division of Sponsored Programs. She reviews, drafts and negotiates selected proposals, funding contracts, non-monetary agreements and subawards related to externally funded research.

Jessica received her Bachelor of Arts in Political Science from the University of Iowa and her Juris Doctorate and Certificate in Advocacy and Problem-Solving from Hamline University School of Law. Prior to joining the University of Iowa’s Division of Sponsored Programs, Jessica worked as a Constituent Services Representative for U.S. Congressman David Loebsack and an attorney in private law practice specializing in management side labor and employment law and civil litigation.

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