A shifting landscape of federal research funding and declining corporate research and development budgets make university and industry partnerships highly attractive for both sides; however, opposing values and interests can make such partnerships especially tricky to manage.

Join us for a series of webinars that will guide you through the nuances and complexities of these research partnerships. Over seven sessions, we’ll carefully cover the most critical considerations for creating win-win relationships:

1. Navigating the benefits and challenges
2. Managing expectations and creating relationships
3. Establishing contacts and handling proprietary information
4. Preparing proposals and budgets
5. Addressing compliance and contracting issues
6. Negotiating intellectual property (IP)
7. Leveraging government involvement

Multiple Perspectives

You can’t effectively learn about successful partnerships unless you can hear from both sides. This is a unique opportunity to gain access to insights and best practices from leading experts at research universities and leading global corporations.  They’ll leverage the unique perspective of University-Industry Demonstration Partnership’s (UIDP) research and best practices, as well as their own personal experience.

AI and UIDP

Academic Impressions (AI) and the University-Industry Demonstration Partnership (UIDP) have partnered together to offer this series of webinars. Members of both organizations will be able to retain their respective member pricing and archiving privileges. See registration details for more information.

Who Should Attend

This series focuses on the relationship between the researcher and the industry partner. Given that the university apparatus can vary in structure and responsibilities, we recommend that the following key stakeholders attend:

• Faculty researchers
• Research center directors
• Administration from the office of research or Provost’s office
• Professionals working with sponsored projects
• CFR professionals
• Tech transfer officers
• Any additional stakeholders who cultivate, negotiate, or manage industry partnerships

Agenda

Session 1: Understanding the Benefits and Challenges of Working with Industry/Research Institutions

• Understanding the different types of university-industry engagements
• Scenarios for successful partnerships
• Overcoming common obstacles:
  • Time
  • Negotiated agreements
  • Confidentiality
  • Classified work
  • Project length

Session 2: Managing Expectations and Creating Long Term Relationships

• Six key questions to prepare for industry engagement
• Working with experienced and first-time industry sponsors
• Key points to consider when discussing a specific project

Session 3: Establishing Contacts with Industry and Research Institutions and Dealing with Confidential/Proprietary Information

• How to connect with the right person within the industry
  • Utilizing university resources
  • Maximizing internal networks
  • Participating in professional networks
• Personal strategies to employ when networking

Session 4: Preparing Proposals and Budgeting

• Identifying and approaching funding sources
• Elements to include in a proposal
• Creating a statement of work and deliverables
• Guidelines for budget setting
• Preparing for industry reviews

Session 5: Addressing Compliance, Contracting and Consulting, and Outside Activities

• Working with national compliance standards
• Export control laws
• Setting publication guidelines, especially as they relate to confidential and proprietary information
• Consulting and outside activities

Session 6: Managing Intellectual Property (IP) Issues

• Identifying and protecting background intellectual property
• Setting parameters around foreground intellectual property
  • Assignment and ownership
  • Protection and rights
• Negotiating an exclusive or non-exclusive license

Session 7: Benefiting from University-Industry Collaborations with Government Engagement

• Companies partnering with universities to leverage federal funds for corporate investments
• Increasing emphasis of government agencies to show relevance to their R&D portfolios
• Differences among state and federal programs

 

Instructor

Session 1:

Rick McCullough, Vice Provost, Harvard University

Richard McCullough has a B.S. in Chemistry from the University of Texas, Dallas, earned his M.A. and Ph.D. in Chemistry at Johns Hopkins University.   He did his postdoctoral fellowship at Columbia University.

Since 2012, Dr. McCullough has been the Vice Provost for Research, working with the President and Provost to encourage, cultivate, and coordinate high impact academic research across all of Harvard’s schools and affiliated institutions. The Office of the Vice Provost for Research (VPR) has broad responsibility and oversight for the development, review, and implementation of strategies, planning, and policies related to the organization and execution of academic research across the entire university.  Dr. McCullough leads a new office of Foundation and Corporate Development. He also has oversight over most of the interdisciplinary institutes, centers and initiatives across all of Harvard.  He oversees compliance and sponsored research as well.

Under Vice Provost McCullough’s leadership, the Office of the VPR is particularly focused on removing barriers to collaboration, whether in University policies, financial systems, or administrative systems. Additionally, the Vice Provost for Research works with the President and Provost to foster and encourage entrepreneurship among undergraduates, graduate students, and faculty members.  He also helps to lead the development of the new innovation campus.

Richard McCullough is Professor of Materials Science and Engineering at Harvard and is a member of numerous professional societies and boards.

Prior to being named Vice Provost for Research at Harvard, Dr. McCullough was the Vice President for Research at Carnegie Mellon University in Pittsburgh, where he previously served as the Dean of the Mellon College of Science, and Lord Professor and Head of the Department of Chemistry. Dr. McCullough has founded two companies: Plextronics Inc, and Liquid X Printed Metals.

Deborah Stokes, Director External Research & Academic Alliances, Dell EMC

Deborah R. Stokes is the Director, External Research and Academic Alliances for Dell EMC. In this role, she is responsible for research and education programs, collaborating across the R&D ecosystem, as part of the Office of the Chief Technology Officer.

 

Deborah has served in various technology leadership positions including business development, advanced technology, product development, marketing, and operations for over 25 years in large global technology firms such as Nortel and Huawei. She also has experience in the education vertical.
Deborah serves on several local business committees and various university advisory boards. She has numerous publications in the technology management field, and has filed a patent on measuring the ROI from university investments.

Deborah has a B.S. in Business Administration, and completed her Executive MBA at the University of Texas at Dallas, with a focus on change management.

 

Session 2:

Randy Hall, Vice President for Research, University of Southern California

Hall is responsible for leading research initiatives across the university, overseeing research advancement, administration, ethics, and managing academic units such as the Stevens Center for Innovation, USC’s center for technology transfer and corporate research relations. Hall’s experience includes serving as the founder/principal investigator for two national research centers: the Center for Risk and Economic Analysis of Terrorism Events (CREATE), and the National Center for Metropolitan Transportation Research (METRANS). He also served as Senior Associate Dean for Research in the Viterbi School of Engineering for four years. Hall was Chair of Industrial and Systems Engineering during a period when the faculty size grew by 50%, and when it became the first named academic department at the University of Southern California, upon receipt of a $10 million gift from Daniel J. Epstein. As Vice President, Hall has led the creation of policies to catalyze collaborative research, including changes in promotions and tenure, research attribution, and shared repositories; creation of funding programs that support collaborative research and shared equipment; and infrastructure and events enabling digital scholarship. He has helped faculty create national research centers, built alliances with external research institutes, developed the Center for Excellence in Research, created the DC-based research advancement office, and built an integrated research office that encompasses contracts and grants, technology transfer, human subject protection, animal resources, clinical trial administration, research ethics, research training, research advancement and internal grant programs. Hall is the architect for the TARA research administration system at USC, providing software tools that support research administration, compliance, technology transfer and business intelligence.

Stewart Tansley, Program Manager, Research and Academic Relations, Facebook

Stewart Tansley manages research collaborations, sponsorships, and academic programs across a broad range of areas including data science, user experience, and future experiences. Stewart enjoyed past roles at Yahoo Labs and Microsoft Research. He also has experience in software research and development in the telecommunications industry, focusing on technology transfer. He holds a PhD in Artificial Intelligence Applied to Engineering from Loughborough University, UK. He has published a variety of papers on robotics for education, artificial intelligence, and network management, as well as several patents. He co-authored a book on software engineering for artificial intelligence applications. While at Microsoft, he co-edited The Fourth Paradigm, a book that collates visionary essays on the emerging field of data-intensive science.

 

Session 3:

Stephen Fleming, Vice President, Strategic Business Initiatives, University of Arizona

Bio coming soon.

Paul Fanson, Manager, Research Strategy Office, Toyota

Paul T. Fanson is the current manager of the Research Strategy Office of the Toyota Research Institute of North America (TRI-NA), a Division of Toyota Motor, North America, located in Ann Arbor, Michigan. His work focuses on the investigation of emerging technology and the facilitation of cross-disciplinary research. He received his Ph.D. in Chemical Engineering from Purdue University in 2002 with a thesis focused on heterogeneous catalysis and he holds a Bachelor’s degree from Michigan State University. He is the inventor on 10 issued patent and is the author/co-author on over 25 publications.

 

Session 4:

Abby Benson, Assistant Vice Chancellor for Research & Innovation, University of Colorado Boulder

Benson, who has served as executive director of CU Boulder AeroSpace Ventures (ASV) since 2016, provides seasoned leadership for both ASV and the Office of Industry Collaboration (OIC) in their respective missions while seeking to identify and leverage shared resources and opportunities across the two teams.

Abby Benson was previously the Executive Director of CU Boulder AeroSpace Ventures and the Associate Vice President of Government Relations for the University of Colorado System. As a key leader for the Government Relations team since 2012, Abby has advocated for increased support of CU priorities, including aerospace-related research and higher education funding and policies, at both the state and federal levels.  

Abby has served in several leadership roles in the higher education government relations community, including as past Chair of the Association of American Universities (AAU) Council on Federal Relations and as a member of the Association of Public and Land Grant Universities (APLU) Council on Government Affairs Executive Committee. In 2012 Abby also served as President of the Science Coalition, an organization dedicated to strengthening the federal government’s investment in university-based scientific, medical, engineering and agricultural research.

Prior to joining CU, Abby was Assistant Director of the Massachusetts Institute of Technology’s (MIT) Washington, DC office. Abby also served for over nine years as an officer in the U.S. Coast Guard, and worked as a geologist for Tetra Tech and Arthur D. Little. Abby holds a B.S. in Geology and Geophysics from Yale University, and a M.S. in Transportation and M.Eng. in Logistics from MIT.

Gaylene Anderson, US Director, Contracts and Alliance Management, Boehringer Ingelheim

At Boehringer Ingelheim (BI), Gaylene is focused on providing contract negotiation support for agreements with U.S. institutions, and partnering with university colleagues to manage strategic alliance programs.  Prior to joining BI, Gaylene served as the Director in charge of the Cleveland Clinic and the University of Notre Dame’s Global Alliance Commercialization Program, where she was responsible for commercializing new intellectual property in the form of licensing deals, negotiating sponsored research opportunities, and spinning out new start-up companies.

 

Session 5:

Katie Morris, University Director, Research Contracting, Indiana University

Bio coming soon.

Charles Adelsheim, Contracts and Licensing Manager, Research and Strategic Collaborations, Varian Medical Systems

Charles’ responsibilities at Varian Medical Systems center on negotiating sponsored research agreements and license agreements with universities, CROs, and hospitals worldwide. He also handles incoming invention disclosures and a variety of contract and legal issues related to Varian’s diverse interactions with universities, CROs, and hospitals. He is a licensed patent attorney with 7+ years of experience prosecuting patents. Charles has a background in chemistry, engineering, and oncology. He has experience with the vagaries of working within a university system and the private sector; he aims to continue to bridge the gap between these two sometimes disparate worlds.

 

Session 6:

Dushyant Pathak, Associate Vice Chancellor for Technology Management and Corporate Relations, University of California, Davis

Among Dr. Dushyant Pathak’s duties as Associate Vice Chancellor for Technology Management & Corporate Relations is his work with InnovationAccess, a program that manages patents, licenses and intellectual property (IP); the Office of Corporate Relations, which develops and manages broad-based, campus-wide corporate partnerships; and Venture Catalyst, a new unit with responsibility for facilitating the creation of new ventures and technology startups based on university IP and faculty research.  Dushyant has more than 15 years of management experience including with Fortune-500, publicly traded, entrepreneurial, and startup companies in roles through which he has led business development and intellectual property teams, commercial planning and clinical project operations activities and been in senior leadership responsible for a successful NASDAQ IPO. Dushyant has led entrepreneurial teams at the startup and early stage, including raising capital from investors in the role of CEO. He has worked in venture capital with Connecticut Innovations and as the first EIR at QB3/Mission Bay Capital. He is an Adjunct Professor at the University of San Francisco’s School of Management and received his M.B.A. from the Haas School of Business, his Ph.D. in Biochemistry, Molecular Biology & Cell Biology from Northwestern University, and his B.A. in Natural Science & Mathematics from Bennington College. He was a Damon Runyon-Walter Winchell Cancer Fund Postdoctoral Fellow and a member of the Research Faculty at Yale University in the Molecular Biophysics and Biochemistry Department.

Mary Jo Meyer, Director, Intellectual Property Management, Givaudan

Mary Jo Meyer has over 20 years of experience in the management of intellectual property, and has developed intellectual property strategies in business-to-business and business-to-consumer environments. Currently, Mary Jo leads programs in intellectual property management and technology intelligence, and contributes expertise to collaborative innovation initiatives in the Flavors Global Science & Technology Team. Mary Jo has a B.S. in Chemistry from Carroll University and is a USPTO registered patent agent.

 

Session 7:

Theresa Mayer, Vice President for Research and Innovation, Virginia Tech

Bio coming soon.

Chris Ramming, Research Manager, VMware

Chris Ramming is a technology strategist and research manager with a passion for working at the intersection of theory and practice. He recently joined VMware Inc. as senior director of research & innovation, with responsibility for an incubator program (XLR8) that explores disruptive technologies to generate new lines of business for the company. Chris is also the incoming chair of DARPA’s Information Science and Technology (ISAT) study group, which helps DARPA identify and understand emerging technological disruptions. During his much-enjoyed career, he has been privileged to work with several leading research organizations including Intel Labs, DARPA, AT&T Research, and Bell Labs. At Intel, he was responsible for the Intel Labs University Collaboration Office, where some of the key challenges included strategic topic selection and systematic technology/insight transfer of key ideas. At DARPA, he led a number of programs related to mobile ad-hoc networking and distributed decision support systems. At AT&T/Bell Labs Research he focused on telecommunications-related software, services, and languages. Chris has a background in computer science with degrees from Yale and UNC Chapel Hill.