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Training / Workshop

ATUM 2021eDM V05
  • Date

    08 - 17 Dec 2021

  • Organiser

    Knowledge Transfer and Entrepreneurship Office

  • Time

    09:30 - 11:30

  • Venue

    Online (English)  


Ms Khera Douglass

Ms Julie Kelley

Ms Marie Kerbeshian


Louise Pang 3400 2735


Technology transfer practitioners, IP-related professionals, corporate technology executives, universities’ researchers and students who are interested in technology transfer and commercialization issues from the region.


Free of Charge

(A four-day AUTM course usually costs US$600 per head. With sponsorship from the organizers, subject to availability of the seats, you can join this course for free! )

30 November 2021 (Tue)
(Successful candidates for the courses will be notified by email on or before 3 December 2021.)


Day One: 8 December 2021(Wed)
Data Management, Research Development and Intellectual Property Management, IP Costs, Internal Communications
Audience: Industry and Academic attendees

In this session, we will discuss tracking and management of Data, Research Development, Intellectual Property (IP), and associated expenses. Panelists will discuss:
• Methods for capturing, recording, and managing data, including Research Development, IP, and research-related data that pertains specifically to researchers and labs
• The importance of capturing accurate data and communications
• How to make data accessible to the appropriate staff within your organization
• Effective communication of relevant data within your organization
• Tracking internal and external marketing information

Day Two: 10 December 2021(Fri)
Policy, Agreement Primers, Agreement Compliance, External Communications

Audience: Industry and Academic attendees

This session will discuss Intellectual Property (IP) Policies and agreements that may affect (or provide more information about) IP. We will discuss:
• Key components of IP Policies and other agreements related to inventions
• Effects of these policies and agreements on an institution’s IP
• Information such agreements might provide a technology transfer office
• How industry can use these policies and agreements to better capture and manage its IP
• Effective communication with outside entities (outside counsel, licensors, licensees, and co-owners)
• Management of IP-related costs such as patent expenses
• Agreement-related expenses such as royalty and milestone payments

Day Three: 15 December 2021(Wed)

Audience: Industry and Academic attendees

In this session, the panelists will discuss the special considerations when an academic institution licenses intellectual property to a startup company. While the focus will be on academic TTOs licensing to a startup founded by an academic researcher, technology startups without a university connection may also gain insight into some best-practice tips during the session.
• Managing relationships when a researcher is both an inventor of university IP and a founder of a startup
• Supporting startup success through targeted agreements: startup friendly options, licenses, express licenses
• University ownership of equity in a startup
• Supporting startup success through university services
• Growing pains: how the university, the company founder, and the company can manage their relationships as the company grows

Day Four: 17 December 2021(Fri)
Technology Transfer from Beginning to End
Technologies, Patents, Marketing, Agreement Compliance, Financials

Audience: Academic TTO attendees

This session will dive further into topics discussed in previous course sessions with an emphasis on University Technology Transfer Office operations. As time permits, we will cover the following topics:
• Pre-Disclosure, Outreach, Evaluations – Tracking outreach and pre-disclosure activities; strategies for meeting communication deadlines
• Intellectual Property Docketing and Expenses – Simplifying legal invoice review process; requesting licensee pre-payments; dealing with delinquent accounts, default letters, termination letters, payment plans, write-off requests
• Agreements Primer & Compliance – Sponsored and Collaborative Research Agreements, InterInstitutional Agreements; communication with co-owners & inventors
• Revenue Distribution

Keynote Speaker

Ms Khera Douglass

Technology Transfer Consultant, KLD Enterprises LLC

Ms Julie Kelley

Intellectual Property & Contracts Administrator, The Translational Genomics Research Institute (TGen)

Ms Marie Kerbeshian

Executive Director and Assistant Vice President, The University of Iowa Research Foundation

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