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News and Events > Two-Day Curriculum for Orientation Program

Two-Day Curriculum for Orientation Program

Monday, May 22 and Tuesday, May 23, 2006

Day 1- MONDAY
Overview of University and Technology Transfer Office
Introduction to Commercialization Process


I. Introduction to the University and Tech Transfer Office DAVE ALLEN

 9:00 - 10:30
  1. Tech Transfer's position within University Environment
  2. TTO Organizational Chart - roles and responsibilities
  3. TTO relative to peers based on key indicators
  4. TTO Office - Guiding principles, basic logistics, introductions, policies, and procedures
  5. University Culture
  6. Working with Faculty Inventors - key motivators, how grants affect what research is
    pursued
  7. Resource Allocation - within University System
  8. Outside resources and cooperating organizations (i.e.: BIC, FBBI, VC Network,
    professional associations)
  9. How to work with outside advisors (what are VC's, attorneys, and business advisors
    looking to see when examining technology cases
  10. Approved service providers to CU
  11. The general TTO "Process"

II. Technology Transfer KEN PORTER

 10:30-11:15
  1. Bayh-Dole Act Overview
  2. Key provisions of Bayh-Dole as it relates to University Tech Transfer
  3. Forms of Technology Transfer
  4. CU Policy on Intellectual Property

Break

 11:15-11:30

III. Deal Overview - from Invention Disclosure to Final License

 11:30-12:30

KATE TALLMAN / RICK SILVA / SUSANA READ

Process overview including explanation and examples of deliverables and key decision points along the way:
  1. Invention Disclosures
  2. Relating to Falcuty
  3. Opportunity Assessment
  4. Commercial Feasibility
  5. License Agreement
  6. Business Plan
  7. CDA's- what are they and who signs them
  8. Role of SBIR's and STTR's in furthering research
Lunch and read case studies 12:30-1:30

IV. Case Study of an MBA Intern Project KATE TALLMAN

 1:30-2:15
  1. Walk through a deck to illustrate a project's evolution
  2. Accessing Information- orientation to available resources
Break 2:15:2:30

V. University Licensing: An Industry Perspective DOUG COLLIER

 2:30-3:30
  1. Experiences with technology commercialization
  2. Q & A


Day 2- TUESDAY
Technology Transfer Practices

I. Intellectual Property Overview: Everything but Patents KRISTIN DIAMOND

 9:00-9:45
  1. Copyrights
  2. Trademarks or Service marks
  3. Trade Secrets
  4. Biological Materials
  5. Software

II. Patentability and Patenting DAVID POTICHA

 9:45-10:45
  1. Elements of Patentability
  2. Justification for Patenting Decisions (guidelines)
  3. Requirements
  4. Costs
  5. Timeline
  6. Types of Patents
  7. Foreign Patents
  8. Published Works and Public Disclosure
  9. Inventorship
  10. Protecting Patentability While Still Publishing
  11. Confidentiality
  12. Importance of Laboratory Notebooks
  13. Patenting Process at CU
Break 10:45-11:00

III. Technology Licensing KEN PORTER

 11:00-12:00
  1. Definition of types of licensing (field of use, exclusive, non-exclusive)
  2. Technology licensing process at the University of Colorado
  3. Valuation of intellectual property
  4. Elements of license
Lunch 12:00-1:00

IV. New Business Development TOM SMERDON

 1:00-1:45
  1. Startup licenses
  2. Requirements for a startup
  3. Startups and student interns
  4. Stakeholder interests: VC's/entrepreneurs vs. TTO/inventors