Training Course Descriptions

Tuesday, April 28 – Full Day Courses

AUTM Essentials of Technology Transfer
Instructors: Brian Shedd and Joe Janda
(1.5 Days Total)
The AUTM Essentials of Technology Transfer Course provides an overview of the essential aspects of technology transfer. This course is designed for individuals who are new to technology transfer. The workshops follow the lifecycle of invention disclosure, ultimately resulting in licensing to established companies and startups, while highlighting the differing perspectives, issues and concerns between industry, academia and government labs.

CRADA
CRADAs are one of tech transfer’s most important mechanisms, so understanding them is crucial for most federal T2 professionals. This course is our one-stop shop for everything CRADAs! With seasoned experts and a bevy of examples, you’ll learn all about the CRADA and how it works. We’ll cover:

• CRADA authority and laws
• What CRADAs are and why they work
• CRADA practices and pitfalls
• Intellectual property considerations

Intellectual Property for Technology Transfer Professionals
This course examines the patent process and other forms of intellectual property (IP) protection in the context of federal technology transfer. It will provide detailed information on how to protect intellectual property in federal laboratories, with a focus on the patent process; summarize ownership rights to IP developed under government contracts; explain the major laws affecting IP in federal labs; and explain the types of rights collaborators typically want and how to work with them within the law. This course will cover:

• Intellectual property basics
• Types of IP protection as they relate to technology transfer
• Laws governing the IP system
• Rights in government inventions
• Practical tips for navigating IP processes and issues as a T2 practitioner

Licensing and Negotiation Workshop
Through real-world advice and hands-on practice, this interactive workshop examines the elements of an effective license and provides an overview of how to successfully negotiate a license agreement—whether you’re dealing with a government-owned and government-operated (GOGO) or a government-owned and contractor-operated (GOCO) lab. The course will cover:

• Intellectual property valuation
• Types of licenses and when to use them
• Financial considerations and analysis
• Key provisions and effective terms of a license
• Steps, tips, and strategies for negotiation
• GOGO and GOCO processes and differences

Strategic T2—Engaging the External Ecosystem
Learn to identify and understand your external innovation ecosystem! In this advanced class, the goal is to help you engage and leverage activities and resources outside the lab for increased technology transfer that benefits both your lab and the economy. You’ll learn how to:

• Understand T2 in the context of the innovation ecosystem (IE) and technology-based economic development (TBED)
• Understand and validate what your lab values (or could) from IE/TBE
• Identify and assess the IE/TBED in your area to develop a strategy for engagement and partnership
• Identify and engage the players and resources of the IE/TBED ecosystem

Strategic Marketing for Your Technology Transfer Office
In this interactive workshop we will introduce a framework for federal labs big and small to use for marketing their offices. The workshop provides tools and templates for participants to use to develop a personalized marketing roadmap that aligns with their metrics and resources. The marketing roadmap will address 4 key themes:

• What customers to serve
• What products to offer
• What messages to send
• What tools to use

Communicating Up, Down, and Across the Organization
(AMA Course, Additional Fee Required)
To connect with many types of people while projecting confidence, credibility and trustworthiness requires specific tools and strategies. You’ll focus on improving communication skills and competencies necessary to build mutual understanding and connectivity with others, regardless of your role. You’ll also discover influence strategies and learn how to critically evaluate each unique communication event.

Wednesday, April 29 – Half Day Courses

AUTM Essentials of Technology Transfer
Instructors: Brian Shedd and Joe Janda
(Continued – Half Day)
This is a continuation of the AUTM Essentials of Technology Transfer Course which provides an overview of the essential aspects of technology transfer and is designed for individuals who are new to technology transfer

AUTM Technology Valuation Course
Instructor: Andrew J. Maas
The AUTM Technology Valuation Course teaches the fundamental principles of how to construct the various financial terms that go into a license. The course examines concepts such as valuation versus pricing and risk, as well as a series of valuation methodologies, including cost, income, industry standards (comparables), rules of thumb, discounted cash flow and equity.

CRADA
This will be a shortened version of the full day course. With seasoned experts and a bevy of examples, you’ll learn all about the CRADA and how it works. We’ll cover:

• CRADA authority and laws
• What CRADAs are and why they work
• CRADA practices and pitfalls
• Intellectual property considerations

T2 Mash Up
This course offers participants a technology transfer (T2) sampler of current information from the private and public sector to inform licensing and partnership formation activities. The session starts with the Top 10 Court Cases in the field of intellectual property licensing and moves to presentations of three examples of forward leaning applications of T2 legislation from federal labs.

• Top 10 Court Cases. This presentation will set the tone for the group regarding what is happening in the world outside the federal environment that impacts their intellectual property work.
• Software Licensing. This presentation will provide information and lessons learned on licensing government developed software.
• Inter-agency Partnerships. This presentation will provide a case study on how multiple government Agencies worked together to offer the technology design to commercial entities as free transfers using a Technology Transfer Agreement.
• Equity Compensation in Government Licensing. Information and lessons learned on how Federal Labs can negotiate an equity stake as part of a licensing deal.

Leveraging Lessons and Best Practices of the Venture World for Better T2

This session will be led by FedTech Founder and startup guru Ben Solomon and will focus on exposing participants to skills and mindsets from the venture world. Participants should expect an interactive session that focuses on teaching: 

• How to prioritize which inventions in your portfolio to focus on and how to make those inventions attractive to outside partners.
• How to engage stakeholders in government and commercial industries to develop a tech transition roadmap.
• How to organize internally and foster innovation within your tech transfer practice. 
• How to form collaborative relationships with the venture world to drive licensing and joint research.