startup business development course autm 2016 ...d4).pdf101 college street, toronto kick off the...

June 26 – 28, 2016 MaRS Center Toronto, ON Canada

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AUTM 2016 Startup Business Development Course

& Canadian Meeting

AUTM 2016 Startup Business Development Course & Canadian Meeting

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AUTM Thanks Course Sponsors

Partner

Gold Sponsors

Silver Sponsors


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AUTM Thanks Course Sponsors

MaRS MaRS Discovery District (@MaRSDD) in Toronto is one of the world’s largest urban innovation hubs. MaRS supports promising young ventures that are tackling key societal challenges in the health, cleantech and information and communications technology sectors. In the last three years, these ventures have raised $1.3 billion in capital and earned $640 million in revenue. In addition to helping startups launch, grow and scale, the MaRS community is dedicated to cross-disciplinary collaboration, commercialization of discoveries and driving ideas to impact.

MBM Intellectual Property LawMBM Intellectual Property Law practices exclusively in the area of intellectual property. We successfully manage international patent & trademark portfolios for a diverse client base, including universities, start-ups, SMEs and Fortune 500 companies. Our core team of Partners is supported by a team of experienced lawyers and patent/trademark agents with diverse fields of scientific background allowing for an adept comprehension of industry leading technologies like Pharmaceuticals, Life Sciences, Oil & Gas, Alternative Energy & Clean Tech, Biotechnology, Chemicals, Hi-Tech, Mechanical, Medical Devices and many more. For IP related inquiries please call (403.800.9018) or email ([email protected]) Poonam Tauh.

Clancy PC + Brion RaffoulClancy PC + Brion Raffoul is a premier Canadian IP boutique firm providing clients with a full range of patent, design and trademark procurement services. Through our commitment to excellence, our partners and firm are ranked as leading patent professionals and as a firm by the IAM Patent 1000 (2014, 2015, 2016) – The World’s Leading Patent Professionals.

Gowling WLG Gowling WLG is a new international law firm created by the combination of Gowlings, a leading Canadian law firm, and Wragge Lawrence Graham & Co (WLG), a leading U.K.-based international law firm.

With more than 1,400 legal professionals in 18 cities worldwide, Gowling WLG provides clients with in-depth expertise in key global sectors and a suite of legal services at home and abroad. We see the world through our clients’ eyes, and collaborate across countries, offices, service areas and sectors to help them succeed — no matter how challenging the circumstances. Learn more at gowlingwlg.com

Aird & McBurney LPAird & McBurney LP has joined forces with Aird & Berlis LLP to provide a full range of intellectual property services. Our Ph.D.-level scientists and professional engineers offer a wide range of practi-cal experience to our clients.


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About AUTM

The Association of University Technology Managers

(AUTM) is a nonprofit organization dedicated to

bringing research to life by supporting and enhancing

the global academic technology transfer profession

through education, professional development,

partnering and advocacy. AUTM’s more than 3,300

members represent managers of intellectual property

from more than 350 universities, research institutions

and teaching hospitals around the world, as well as

numerous businesses and government organizations.

AUTM 2016 Startup Business Development Course and Canadian Meeting

Program Chair:

Kenneth W. Porter, PhD, RTTP, Innovate Calgary

Program Committee:

Susana Andres, Hospital for Sick Children

Ben Rogers, MaRS Innovation


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Meeting Agenda Sunday, June 26

6:30 – 8 p.m. Welcome Reception

Sponsored by

Locaton: MaRS Centre – South Tower Atrium 101 College Street, Toronto

Kick off the meeting with a networking reception

Monday, June 27AUTM Startup Business Development 1-day CourseMorning Program Sponsored by:

8 – 9 a.m. Breakfast

Location: MaRS Centre CR2

9 – 9:45 a.m. What is a Startup and Why Do Them?


Instructor: Raphael (Rafi) Hofstein, MaRS Innovation

Universities across the United States and the rest of the world are encouraging and launching startup companies at an ever-increasing rate. AUTM data reports nearly 1,000 startups launched in fiscal year 2014 alone. But are startups always the right way to commer-cialize technology and what role does regional economic develop-ment play in the push for more startups? This module will discuss the success of startup companies across the past 15+ years and will include a thought provoking kickoff discussion: how can you tell an early-stage disruptive innovation (and potential startup opportunity) from a bad idea?

9:45 – 10 a.m. Break

10 a.m. – Noon Licensing and Assigning IP to a Startup


Instructor: Jennifer Fraser, MSc, M.B.A., University of Toronto Kenneth W. Porter, PhD, RTTP, Innovate Calgary

Lost in the excitement of startup creation is the fact that there is a conveyance agreement, i.e., a license or assignment, at the core of every startup opportunity. Startup agreements are not ordinary licenses — it is hard to create a truly arms-length transaction with your own faculty or staff! In lieu of a license agreement, an assign-ment can offer advantages to a startup, but may present pitfalls to an institution and inventors. This module will discuss the main pressure points in any agreement, how to create an environment in which you can have a principled negotiation with a faculty-led organization, option-vs.-license/assignment-vs.-term sheet, firm for-mation and company structure, express approaches, and methods of handling the negotiation of equity.

Noon – 1:30 p.m. Lunch and Keynote Speaker Sponsored by

Lessons Learned: If Only I Knew Then What I Know Now


Keynote Speaker: Karl Martin, CTO Nymi

Karl Martin is the founder and CTO of Nymi (formerly known as Bionym). Nymi is the maker of the Nymi Band, a wristband that authenticates identity using the wearer’s cardiac rhythm, and serves to replace passwords, PINs, keys, and cards. Karl has a PhD in Electrical and Computer Engineering from the University of Toronto, with expertise in biometrics, security and privacy. Prior to starting up Nymi, he founded a consulting company that developed custom biometric systems. Beyond building products and companies, Karl is also passionate about crafting compelling stories and sharing his experiences with the startup community.

Afternoon Program Sponsored by:

1:30 – 2:45 p.m. Corporate Structure and Governance for Successful Technology Commercialization


Instructors: Micheline Gravelle, BSc, MSc, Bereskin & Parr, LLP Martin Kratz, Bennett-Jones Dan Polonenko, Gowling WLG

Sound corporate structure and governance can only enhance your company. Keep the capital structure simple. Organize your records. Protect your IP. Develop well-drafted employee agreements. Consider the needs and motivations of shareholders and stakeholders. Create a Board of Directors to guide the company towards its goals, and recruit a management team to execute. We will discuss best practices in creating an effective corporation, effective IP governance, and the importance of governance processes to facilitate the opportunity for commercialization, opportunity for international sales, and investment.

2:45 –3 p.m. Break

3 – 4 p.m. Funding Your Startup


Instructor: Matt Roberts, BDC Capital

It is important to understand all types of early-stage financing avail-able to small business. Access to information means that more types of financing are available to more people than ever before. Capital sources include friends, angel investors, federal programs, research collaborations or even crowdfunding. Creating a scaleable startup opportunity also means understanding venture capital. We will dis-cuss how venture capital works, what the incentives are and where they influence fundraising, capitalization tables. We will also discuss the principles of dilution, multi-round financing and differences in terms. This session also explores the practical how-to and don’t-do of early-stage firm formation (e.g., why should you not exchange equity for non-founder labor in the early days of a company) and how to create a company at the beginning that can handle all the necessary rounds of financing to reach the market.


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4 – 5 p.m. Due Diligence


Instructor: Stephanie Stehman, Osage University Partners

Congratulations! The startup has attracted the interest of third-party financing. Everything is on the right path and the next step is due diligence. This module will describe and discuss the principles of due diligence, what information is considered a requirement to understand the investability of the idea, and the most common red flags that come out of this process. You will learn how you can perform your own due diligence before the company seeks investors in order to prospectively address any questions.

6 – 8 p.m. Opening Reception

Sponsored by

Location: Gowlings Toronto Office 100 King ST W, Suite 600 Toronto, ON, CA

Join us for this networking reception.

Tuesday, June 28AUTM Canadian MeetingMorning Sessions Sponsored by

7:45 – 8:45 a.m. Breakfast


8:45 – 9 a.m. Welcome Address


9 – 10:15 a.m. Fostering Commercialization and Entrepreneurship through Partner Programs


Moderator: Christine Gillies, Mitacs

Speakers: Bert van den Berg, NSERC Mark Ferdinand, CIHR Ted Hewitt, SSHRC

Join us to hear panelists from Canada’s largest funding agencies discuss the myriad of funding and support programs available for commercialization and technology transfer. Learn the ins and outs of the programs and gain insight into proposal preparation, budgeting and more, plus the support available for entrepreneurs and universi-ty startups.

10:15 – 10:30 a.m. Break

10:30 – Noon Cross-Border Collaborations


Moderator: Chris Mathis, Springboard Atlantic Inc.

Speakers: Darren Fast, University of Manitoba Dan Kolundzic, Brock University

Canada is a big place with relatively few people. Collaborations of many different kinds — across distances and borders — is a requirement for success in the 21st century. This panel will discuss models that are currently being used and learnings that come from working across provincial, international, and intercontinental borders and business sectors. Examples include: Springboard Atlantic which provides resources to Atlantic Canadian universities and colleges to help them transfer knowledge and technology to our region’s private sector; the Western Canadian Innovation Offices (WCIO), a consor-tium comprising 36 western universities, colleges, and polytechnics that have come together to catalyze academic-industry research collaborations; and the Bi-national Research and Innovation Cor-ridor (BRIC), a collaboration among Brock University, MacMaster University, and the University of Buffalo to spur innovation, business development, and investment opportunities along the Buffalo-Ham-ilton corridor.

Noon – 1:30 p.m. Lunch and AUTM Update

Sponsored by


Speaker: Kenneth W. Porter, PhD, RTTP, Innovate Calgary

Afternoon Program Sponsored by:

1:30 – 3 p.m. Industry Engagement, Partnerships and Cluster Development


Moderator: Ray Hoemsen, Red River College

Speakers: Ken Doyle, TACCAT Technology Access Center Network

Justin Gammage, Ontario Institute of Technology

Darren Lawless, Humber College Mike Szarka, University of Waterloo

Increasingly, the post-secondary sector, especially universities, are focusing on companies as funding sources for research. This strategy is impacted by IP policies and practices and is driven by industry engagement. Colleges and polytechnics have traditionally made research results and IP freely available to their industry and community partners. While government policies have emphasized the importance of applied research and clusters to support busi-ness/industry and community needs. These trends have had several impacts: emphasized the need for a comprehensive, coherent, ef-fective approach to managing IP early in the corporate engagement process; increased the need for skilled liaison personnel to work with faculty and industry to find win-win arrangements; created a “race to

Meeting Agenda Monday, June 27 (continued)


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the bottom” whereby universities are under pressure to waive over-head, agree to unfavorable contract terms, and surrender ownership of IP; and blurred the line between who “cuts the deal” -– partner-ships officers, contracts managers, faculty, even senior administra-tion or advancement personnel. This panel will share best practices in connecting sponsored programs, applied research, technology transfer, and corporate relations in the context of engaging industry and community sponsors.

3 – 3:15 p.m. Break

3:15 – 4:30 p.m. Models for Increasing Research Related Innovation at Universities: Can Existing Technology Transfer and Entrepreneurship Functions Be Integrated?


Moderator: Oleg Stukalov, Wilfrid Laurier University

Speakers: Jennifer MacInnis, Ryerson University Thomas Martinuzzo, Univalor Gisele Roberts, Laurentian University Gay Yuyitung, McMaster University

Due in large part to shifting institutional and provincial priorities, campuses have seen an increase in entrepreneurship awareness, education and acceleration programs. Some technology transfer offices have taken the lead in these initiatives while others play a more supportive and advisory role. What is the most effective model for technology transfer professionals to actively engage in these ini-tiatives and derive benefit? Can or should innovation offices be cata-lysts? Join in the discussion as our panel of experienced technology transfer professionals share their experiences on this topic.

4:30 – 5 p.m. Wrap Up and Final Comments

Speaker: Kenneth W. Porter, PhD, RTTP, Innovate Calgary

5 p.m. Meeting Adjourns

Meeting Agenda Tuesday, June 28 (continued)

Crop Productivity and Food Processing Technologies Partnering ForumSeptember 28-29, 2016Radisson Hotel SaskatoonSaskatoon, SK, CanadaAUTM is hosting this meeting to coincide with Canada’s National Biotech Week 2016. The Crop Productivity and Food Processing Technologies Partnering Forum will be one of several events in Saskatchewan during the week celebrating the innovation and creativity of Canadian bioscience researchers, entrepreneurs and industry.

The AUTM Partnering Forum is a unique opportunity to network with industry partners and take an in-depth look at the crop science and food processing technology sectors. Among the highlights will be presentations from our industry partners focusing on technological areas of interest and how to best work with their company; short panel sessions dealing with technology transfer topics relevant to crop produc-tivity and food processing and related industries; and plenty of opportunities for one-on-one partnering.

Register today!

Annual Meetings2017March 12 – 15Diplomat Resort & SpaHollywood, FL USA

2018February 18 – 21JW Marriott Desert Ridge Resort & SpaPhoenix, AZ USA

2019February 10 – 13JW Marriott AustinAustin, TX USA

2020March 8 – 11Manchester Grand Hyatt San DiegoSan Diego, CA USA

2021March 14 – 17Washington State Convention CenterSeattle, WA USA

2016 Region MeetingsCentral Region MeetingJuly 18 – 20The Pfister HotelMilwaukee, WI USA

Eastern Region MeetingSeptember 29 – 30The Westin PhiladelphiaPhiladelphia, PA USA

Western Region MeetingNovember 1 – 4Waikiki Beach Marriott Resort & SpaHonolulu, HI USA

2016 Partnering ForumsCrop Productivity and Food Processing TechnologiesSeptember 28 – 29Radisson Hotel SaskatoonSaskatoon, Saskatchewan, Canada

Smart Power & Energy Storage SolutionsOctober 26 – 27Case Western Reserve UniversityCleveland, OH USA

2016 CoursesAUTM 2016 Compliance Course

AUTM 2016 Essentials of Academic Technology Transfer

AUTM 2016 Successful Practices in Small Technology Transfer Offices Course

AUTM 2016 Technology Operations and Organization Licensing Skills Course

October 3 - 5The Hyatt Regency Baltimore Inner Harbor Baltimore, MD USA

Save the Date

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startup business development course autm 2016 ...d4).pdf101 college street, toronto kick off the...

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