MASTER AGREEMENTS How to use them to advance academic and corporate interests

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1 MASTER AGREEMENTS How to use them to advance academic and corporate interests March 30-31, 2015 Purdue University Purdue Memorial Hall West Lafayette, IN The University Industry Demonstration Partnership (UIDP is pleased to announce the next UIDP Academy offering that will be held in conjunction with the Spring 2015 UIDP Meeting at Purdue University. This workshop series showcases leading approaches and strategies for negotiating sponsored research agreements in specific sectors or circumstances. This series provides an excellent training opportunity for newer and experienced university and industry negotiators alike. Participants gain valuable insight and skills that are relevant to their experiences and responsibilities. Participants also discuss new and bold approaches for high value university industry partnerships and strategies based on the UIDP Contract Accords (http://sites.nationalacademies.org/pga/cs/groups/pgasite/documents/webpage/pga_ p df). The Contract Accords for University-Industry Sponsored Research Agreements were developed by a strategically assembled and dedicated team of research administration professionals from academia and industry. The Contract Accords address commonly recognized areas that can delay or derail projects and typically require additional time for resolution. The objective of these Contract Accords is for each party to gain a greater understanding of how these topics can be adequately addressed and allow for mutual benefit to each party during the negotiation of sponsored research agreements. These Contract Accords reflect the consensus and best practices of university and industry UIDP representatives and continue to evolve. Master agreements can be an effective way for companies and universities to deepen their strategic relationship and expand along the partnership continuum (See the UIDP Report for additional information). Companies and universities may not be aware of the most opportune circumstances and ways in which to enter into master agreements when appropriate, what provisions to include, etc. A master agreement should not be a starting point or substitute for organically growing a business relationship, but it can be an effective tool for helping to develop that relationship. The workshop will provide specific examples of how companies use them to advance their university engagement strategies and how universities react and respond to these agreements. Different industry sectors, pharmaceutical and medical device industries to companies operating in the aerospace and defense technology sectors, will be represented to broaden the context and perspective. Page 1 of 6

2 Each Workshop is limited to approximately twenty five (25) participants in order to maximize the amount of dialogue that takes place during the workshop. WORKSHOP GOALS: Provide participants with a greater understanding of how to address common sticking points from both the industry and university perspective. Empower participants with mutually beneficial best practices and lessons learned during the negotiation and implementation of collaborative research agreements, with reference to the industry university co developed Contract Accords. Create a mutually beneficial and respectful forum for the open sharing of ideas, strategies, and best practices. Expand a participant s network of professional colleagues. AUDIENCE: University and industry negotiation practitioners who want to improve their ability to prepare and manage collaborative research agreements; Active researchers who seek a better understanding of how agreements are structured and negotiated; Departmental administrators who are involved with sponsored research agreement deliberations; Government officials who manage university industry awards. REGISTRATION AND FEES: Registration is open online at Advance registration separate from the UIDP General Meeting is required to attend the Workshop Registration: $350 (UIDP Members $200) before February 20, 2015; $500 (UIDP Members $350) starting February 21, DRAFT WORKSHOP AGENDA: March 30-31, 2015 March 30, 2015 Master Agreement Workshop Day I 1:00 2:00 pm Introduction and Overview of Workshop Activities 2:00 3:00 pm Master Agreement General Principles 3:00 3:15 pm Break 3:15 5:15 pm Case Study #1 Eli Lilly and Company University Response 5:15 5:45 pm Concluding comments March 31, 2015 Master Agreement Workshop Day II 8:00 8:15 am Welcome and Overview of the Day 8:15 10:15 am Case Study #2 Northrop Grumman- University Response 10:15 10:30 am Break 10:30 12:30 am Case Study #3 Cook Medical - University Response 12:30 1:00 pm Final Learnings/Discussion/Survey 1:00 2:00 pm Lunch/ and Adjourn Page 2 of 6

3 SPEAKERS Jack Hunt, Associate General Counsel at Cook Group Incorporated Jack Hunt is Associate General Counsel for Cook Medical. He received a B.S. degree in engineering from the University of Illinois at Champaign-Urbana and a J.D. from The John Marshall Law School in Chicago. Jack has 20 years of experience as a patent attorney. He joined Cook Medical in 2000 and is engaged in negotiating transactional agreements related to the research, development and sale medical devices, including intellectual property licensing, as well as managing patent prosecution for Cook s Critical Care division. Jeffrey L. Kanable, Director, Contracting, Sponsored Program Services ( SPS ) Purdue University. Jeff currently oversees the SPS Contracting office which reviews, negotiates and executes over 330 contracts per month related to Purdue s sponsored program activities and other University collaborations with outside organizations. Jeff provides management support and direction for his staff and interfaces with other interdepartmental leads to ensure SPS customers are receiving a maximum level of customer support. Jeff also serves as an initial contact point for faculty and sponsoring organizations with various questions on complex issues such as intellectual property, publication and confidentiality. Jeff works closely with the Office of Technology Commercialization ( OTC ) for intellectual property licensing language as it relates to Purdue research agreements. Prior to his career at Purdue, Jeff enjoyed 10-years of successful management and team leadership in the commercial real estate industry serving as a development coordinator for the acquisition, development and construction of large, mixed-use retail centers located throughout the US. Greg Luttrell, Director, Research Contracts & Awards at the University of Notre Dame Greg is Director of Research Contracts & Awards (RCA) in the University of Notre Dame s Office of Research. His group is responsible for review, negotiation, and execution of all research related contracts, as well as overall acceptance of award vehicles of any type. The RCA function is also responsible for the establishment of all research related subcontracts issued by the University. In addition, Notre Dame s RCA function reviews, negotiates, and Page 3 of 6

4 executes other research related agreements such as Material Transfer Agreements (MTA), Non- Disclosure Agreements (NDA), Data Use Agreements (DUA), Teaming Agreements, and Memoranda of Understanding (MOU). Prior to flying a desk in Notre Dame s Office of Research, Greg completed 22 years as a US Naval Officer, where he served as a Radar Intercept Officer in the F-14 Tomcat, among other duties. Lori Morrison, Esq., Licensing Manager, Northrop Grumman Corporation. Prior to working for Northrop Grumman, she worked for several startups and two large accounting firms, advising her clients on intellectual asset management (IAM) strategy, patent analytics, and licensing. As a consultant, Lori worked with C-level management at several Fortune 500 firms, providing guidance on M&A activities, competitive intelligence and patent portfolio management. She has experience negotiating, drafting and reviewing transactional documents. Lori earned a B.S in Chemistry/History from the University of California-Riverside, a M.A. in History from California State University-Fullerton, and a J.D. from Loyola Law School, Los Angeles. Lori is a member of the District of Columbia Bar and the Licensing Executives Society. She is a Certified Licensing Professional (CLP) and co-author of a chapter in Profiting from Intellectual Capital. She is currently co-chair of the Intellectual Property Section of the DC Bar and recently was selected to be featured in the prestigious 2015 edition of IAM 300 A Guide to the World s Leading IP Strategists. James Myers, JD, PhD, Patent counsel, Eli Lilly and Company. Jim graduated from Baylor University with a BS in Chemistry and from there went on to Vanderbilt University obtaining a PhD in organic chemistry. Jim continued to Purdue University as a NIH Post-doctoral Fellow. After Purdue, Jim changed career paths attending Indiana University School of Law at Indianapolis. After law school and over ten years in private practice as a patent attorney, Jim joined Eli Lilly and Company as Patent Counsel where he has been practicing as a patent attorney for almost ten years. Jim has had extensive experience in patent prosecution and forming partnerships with Universities and supports Lilly s Open Innovations Drug Discovery Program. Macharri Vorndran-Jones, JD, Patent Counsel, Eli Lilly and Company Macharri graduated from Indiana University School of Law where she focused on pharmacology and chemistry. She is currently a Page 4 of 6

5 member of the Indiana Bar, a registered U.S. Patent Attorney, and admitted to practice before the U.S. Court of Appeals for the Federal Circuit. She has worked in various technical and legal capacities at Eli Lilly and Company, including 2 years living abroad to provide IP support for European research teams. Her current focus is on global corporate intellectual property, counsel for Lilly s external focus efforts, including Lilly Innovation Facilitation Team (LIFT) and other legal issues relating to pharmaceutical product development. Her practice includes global contract and licensing support, global patent strategy development, patent prosecution, corporate client counseling, and enforcement. She is a Lifetime Fellow of the American Bar Foundation, an active member of the American Bar Association (ABA), Intellectual Property Owners, Indiana State Bar Association, AIPLA, and American Chemical Society. Macharri is currently Division Chair for ABA Intellectual Property Law Section dedicated to Special Intellectual Property Issues; University IP matters, Transactional IP issues, and Trade Secrets. MODERATOR Paul R. Lowe, Assistant Vice President for Research and Director of the Office of Research and Sponsored Programs PreAward Services at Kansas State University. Mr. Lowe has served K-State for almost 27 years in the areas of policy development and institutional compliance, managing proposal development, contract development/negotiation, subcontracting and export control compliance operations during a period of sponsored funding growth exceeding 300%. He assumes day to day management and oversight of all aspects of proposal development and submission and contract development, review and negotiation, assuming delegated university signature authority for these assignment areas. Capitalizing on his private sector background, and research administration, finance and economics experiences, Mr. Lowe has responsibility for developing and nurturing K-State's university-industry research partnerships and for developing best practices for expediting the negotiation process through contract execution to secure a diverse portfolio of partnerships. Mr. Lowe holds a degree in Finance and Economics from Eastern Illinois University and has held continual certification as a Certified Research Administrator (CRA) since He has served as K-State s representative to the UIDP since 2006 and actively participated in numerous UIDP projects over the years, the UIDP Finance Committee from and has co-chaired the Negotiation Agreement Workshop Working Group since Page 5 of 6

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