|
News and Events >Technology Transfer Orientation Program
Technology Transfer Orientation Program
Tuesday, May 31, 2005 and Wednesday, June 1, 2005
Qwest Research Building - Boulder East Campus
1st Floor, Conference Room C/D
Directions
Day 1
Overview of University and Technology Transfer Office;
Introduction to Commercialization Process
I. Introduction to University and Tech Transfer Office
Speaker: David Allen
Time: 8:30a - 10:30a
a. Tech Transfer's position within University Environment
b. TTO Organizational Chart- roles and responsibilities
c. TTO Office- Basic logistics, introductions, policies, and procedures
d. University Culture
e. Working with Faculty Inventors- key motivators, how grants affect what research is pursued.
f. Resource Allocation- within University System
g. Outside resources and cooperating organizations (i.e.: Fitzsimons, VC Network, CTEK, CIT, professional associations)
h. How to work with outside advisors (what are VC's, attorneys, and business advisors looking to see when examining technology cases
i. Approved service providers to CU
j. The general TTO "Process"
II. Technology Transfer
Speaker: Liza Eschbach
Time: 10:30a - 11:30a
a. Bayh-Dole Act Overview
b. Key provisions of Bayh-Dole as it relates to University Tech Transfer
c. Value Chain from Idea to Commercial Product
d. Forms of Technology Transfer
III. Technology Licensing
Speaker: Kristin Diamond
Time: 12:30p - 1:15p
a. Definition of types of licensing (field of use, exclusive, non-exclusive)
b. Technology licensing process at the University of Colorado
c. Elements of license
d. Inter-institutional Agreements
IV. Intellectual Property Overview
Speaker: Kristin Diamond
Time: 1:15p - 1:45p
a. CU Policy on Intellectual Property
b. Valuation of Intellectual Property
c. Copyrights
d. Patents
e. Trademarks or Service marks
f. Trade Secrets
g. Biological Materials
h. Software
V. Break
Read over case studies for 3:30 session.
Time: 1:45p - 2:30p
VI. Deal Overview- from Invention Disclosure to final licensee to Start Up.
Speakers: David Drake and Kate Tallman
Time: 2:30p - 3:30p
Explanation and examples of deliverables and key decision points along the way:
a. Invention Disclosures
b. Opportunity Assessment
c. Commercial Feasibility
d. License Agreement
e. Business Plan
f. CDA's- what are they and who signs them
g. Role of SBIR's and STTTR's in furthering research
h. Term Sheet
VII. Homework: Review Case Studies- Good & Bad Examples of:
Speaker: Jennifer Behringer
Time: 3:30p - 4:30p
a. Opportunity Assessment
b. Commercial Feasibility Analysis
c. Business Plan
Day 2
Technology Transfer Practices
I. Patentability and Patenting
Speakers: George Lewis and Annalissa Philbin)
Time: 9:00a - 10:45a
a. Elements of Patentability
b. Justification for Patenting Decisions (guidelines)
c. Requirements
d. Costs
e. Timeline
f. Types of Patents
g. Foreign Patents
h. Published Works and Public Disclosure
i. Protecting Patentability While Still Publishing
j. Confidentiality
k. Importance of Laboratory Notebooks
II. Patenting Process
Speaker: Analissa Philbin
Time: 10:45a - 11:30a
a. Determining the Inventor(s)
b. Filing a Patent Application
c. After the Application is Filed
III. Accessing Information - orientation to available resources
Speakers: Liza Eschbach and Elizabeth Towner
Time: 1:00p - 2:00p
a. NERAC
b. Micropatent
c. TechTracS
d. Internet Sources
e. Leeds School of Business Library
f. Professional Associations
g. Other free resources
IV. University licensing from an Industry Perspective
Speaker: Merc Mercure
Time: 2:00p - 3:00p
a. Experiences with technology licensing
- How to present technology to industry so it is understandable and appealing
- What makes industry wary of university technology
- Which is most appropriate, creating a start-up or licensing technology?
b. Q&A
Addendum: Additional Program Ideas; supplemental training helpful to process
a. How to work with the FDA
b. Bi-weekly case and process meetings
c. Pairing of intern with outside mentor
Additional Resources:
a. Intellectual Property Guidebook
b. University Culture: handbook
c. Paper on Peer Review
d. AUTM- Manual
|
