Tech Transfer Central
University-Industry Engagement Advisor

IP and Royalty Audits for Tech Transfer Offices

A Three-Session Distance Learning Collection
Format: On-Demand Video/Transcript, or DVD

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Price: $347
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IP audits and royalty audits are essential to properly manage your university’s IP portfolio, and to ensure you’re not only pursuing assets with high potential but also addressing existing licensee activity. Making sure your IP is moving forward – and your licensees are meeting their obligations – is a critical function of any well-run TTO.

Regular and systematic review processes and procedures are absolute musts. Without them, you could be losing out on significant revenue opportunities, overlooking litigation risks, missing critical deadlines and filing requirements, and letting significant royalty dollars slip away.  

That’s why Technology Transfer Tactics’ Distance Learning Division has curated this collection of distance learning programs. IP and Royalty Audits for Tech Transfer Offices features three strategy-filled sessions that provide a detailed roadmap for assessing your IP portfolio for risks and opportunities, and assessing licensee compliance with development and payment obligations.  

IP and Royalty Audits for Tech Transfer Offices

Order now for just $347 (nearly $250 off these programs priced separately), and you will receive the digital package (on-demand video and transcript), along with all program materials prepared by our expert panelists. You can share it throughout your organization!

Here are some brief details of each program in the collection – click on the titles for more in-depth program and faculty details:

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

Here is what’s covered in this session:

  • Tracking and maintaining regulatory upkeep on your IP assets
  • Understanding where your IP strengths and weaknesses are
  • Identifying IP for potential bundling and packaging for monetization
  • Realizing the value of your portfolio
  • Identifying risk areas that could trigger enforcement actions
  • Assessing risk of PTAB IPR and other challenges to validity
  • Understand what industry and licensees are looking for in high-quality IP assets
  • Plus: Receive Offit Kurman’s handy IP Audit Checklist as a FREE BONUS

Post-License Royalty Audits: Strategies for Discovering, Managing and Avoiding Discrepancies in Reporting

Our expert presenter discusses:

  • Communication strategies from the get-go to promote positive relationships with licensees
  • Key considerations for drafting the royalty audit clause in the license
  • Active monitoring tools designed to invite feedback from licensees
  • Understanding the method and source of reporting information
  • Identifying warning signs that may prompt an on-site audit
  • Choosing the right auditor: In-house or contract with third party firm?
  • Common audit findings — and not so common ones

Licensee Red Flags: 12 Critical Signs that Should Trigger an Audit

Royalty audit expert Daniel Burns, President of DBA, shares his top 12 signs that should trigger the audit process — as well as the rationale behind them and the critical audit procedures needed to ferret out mistakes and missing dollars, including:

  • Royalty reporting is late, incomplete, or sloppy
  • Royalty base cannot be clearly determined, or invention is one part of assembly containing multiple components
  • Significant selling and/or manufacturing occurs overseas
  • Turnover amongst persons who may reinterpret the license agreement
  • And many more

To make this outstanding collection most useful to you and your organization, with your purchase you receive:

  • On-Demand Video access to all programs
  • Transcripts to all programs
  • Access to all of the original program materials including slideshows and handouts for attendees
  • Note: A DVD copy of the collection is available for an additional $50.

Our Guarantee of Quality and Value

We stand 100% behind the quality and value of our products. If you are dissatisfied, simply let us know and we will send you an immediate refund for your entire order -- no questions asked.

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