AUTM Software and Digital Media Course

Association of University Technology Managers AUTM Software and Digital Media Course June 23 24, 2006 Renaissance Pittsburgh Hotel Pittsburgh, Pennsylvania USA

About the Software and Digital Media Course The AUTM Software and Digital Media Course is designed specifically for technology professionals who work with software, digital media, databases, electronic data, Web sites and an array of other university information products. The development cycle of information products is quite different from most types of technology. The 2006 Software and Digital Media Course follows that natural flow of information product development. Beyond appreciating the elements of such cycles, the course will cover specific management techniques and their legal underpinnings. The objective is to provide tools that attendees can take back to the office and use to improve success in managing university information products. Association of University Technology Managers, AUTM and are registered trademarks of the Association of University Technology Managers. AUTM Software and Digital Media Course SM is a service mark of AUTM. Chair: About AUTM The Association of University Technology Managers is a nonprofit organization with an international membership of more than 3,600 technology managers and business executives. AUTM members managers of intellectual property, one of the most active growth sectors of the global economy represent more than 300 universities, research institutions and teaching hospitals as well as numerous businesses and government organizations. Committee: Software and Digital Media Planning Committee: Robert A. Wooldridge, Carnegie Mellon University University of California Santa Cruz Joseph D. Fondacaro, Cincinnati Children's Hospital Michael C. Greenbaum, Blank Rome LLP Ray Harris, Fennemore Craig James Hildebrand, University of Minnesota Yatin Karpe, North Carolina State University Christopher D. McKinney, Vanderbilt University Steven Smith, University of British Columbia Charles C. Valauskas, Baniak Pine and Gannon Charles R. Williams, University of Washington Friday, June 23 7 8 a.m. Continental Breakfast 8 9 a.m. Information and Inventions University of California Santa Cruz Managing software and digital media begins with a fundamental understanding of the practices attending to information-based materials and the appropriate role for intellectual property. Software and related works are the result of intention and craft, often are deliverables within awards and made available for their information value and limited utility more so than their commercial potential. Intellectual property plays a role in managing quality, choosing associations and developing relationships. Of particular importance is the development of tools distributions, open source distributions, commons, consortia and publication agreements. Information-based assets can prove to be of strategic value in broader outreach efforts involving conventional, patent-based developments. 9 10 a.m. Open Source James Hildebrand, University of Minnesota Self-organizing, collaborative communities are becoming a force in the management of university research assets. Open source distribution lowers barriers of access and fundamentally changes the rules for licensing research technology for development and commercialization. There are other models of collaboration as well: community and shared source and open standards. These models differ from proprietary approaches involving patent AUTM acknowledges the 2006 Software and Digital Media Course sponsors: Patron Sponsors Blank Rome LLP Wellspring Cooperative Sponsors Carnegie Mellon University University of Pittsburgh Agenda controls, sale of executable code only, and use of intermediaries such as publishers and distributors. What do your developers want to accomplish when they propose an open source distribution? Do they know what forms of collaborative community are available? This session will discuss various forms of collaborative software communities, put some perspective around open source and its alternatives, and offer some practical suggestions for managing intellectual property for collaboration. 10 10:30 a.m. Networking and Refreshment Break 10:30 a.m. Noon Application Developers Points of View Speakers: TBA Speakers invited from Carnegie Mellon s School of Computer Science All too often, academic groups that develop information products think the technology transfer office is not useful because they perceive its interests and goals as far different than their own, particularly in the case of open source. This session aims to help technology transfer professionals understand the purposes and needs of the various development cycles so they can help the development communities produce products that are appropriately protected and keep open commercial and other opportunities for the university. Experienced developers will discuss the evolution of successful projects, providing attendees examples of strategic approaches that can facilitate the work of development groups in light of university objectives, without getting in the way of progress.

Agenda Noon 1 p.m. Lunch 1 2 p.m. Copyright and Rights Management Ray Harris, Fennemore Craig This session will cover copyright law applicable to software and digital content with particular emphasis on matters arising in the commercialization of works authored in the university setting. The speaker will also discuss the impact of university policies and sponsorship agreements as well as the open source model. 2 3 p.m. Patent and Trademark Protection for Software Michael C. Greenbaum, Blank Rome LLP Software has become ubiquitous in modern day life and often forms a significant aspect of many inventions. Sometimes, the software itself is the invention. We have all heard stories about software that turns out to be worth millions or even hundreds of millions of dollars. Though the software you would like to protect may not be the next killer application, how do you determine how best to protect it? This session will explore the various issues involved in the ownership and protection of software using the patent laws. A brief discussion of trademark issues also will be presented. 3 3:30 p.m. Networking and Refreshment Break 3:30 4:30 p.m. License Drafting and Formation Charles C. Valauskas, Baniak Pine and Gannon How do you prepare a workable license when time is short? This session will present a step-by-step approach of how to build a license that conveys the rights that you wish to convey even in a time crunch. The speaker will discuss hybrid licensing along with common licensing mistakes and pitfalls. 4:30 5:30 p.m. Ask the Experts Facilitated Discussion Panel: All speakers This session is an opportunity to get expert perspectives from a diverse range of technology transfer professionals. The panel consists of experienced technology transfer professionals who will be available to respond to a variety of questions in the area of software patents, copyright and digital media. This session gives attendees the opportunity to address any last-minute questions or concerns relating to any of the course-related topics. 6 7:30 p.m. Networking Reception Saturday, June 24 instance, a process modeled by software may become a standard platform or a data set may serve as a benchmark. For information assets, the operating models and the metrics may be noticeably different from those for patent-only-based licensing. While licensing income may still be important to the financial health of the office, the overall visibility of information assets; their uptake by industry for research, in-house use and as standards; and the development of broad working relationships in support of academic research and instruction are the emerging standards of success. The panel will discuss approaches to creating useful metrics to track the objectives of information-based approaches to technology transfer. 10 10:30 a.m. Networking and Refreshment Break 10:30 11:30 a.m. Policy Issues Discussion: How New Models Might Work in Existing, Patent-Oriented Technology Transfer Offices Panel: University of California Santa Cruz Patrick L. Jones, University of Arizona Robert Lowe, Carnegie Mellon University Open source and digital media can be very different, in a variety of ways, from conventional patent licensing which is familiar to most. The panel will be asked to consider how policy supports a diversity of innovative models, and how must it adapt to accommodate not just software but also the new regimes of development, exchange, and commercialization that software and information assets present, patents or otherwise. 11:30 a.m. 1 p.m. Lunch on Your Own 1 3:30 p.m. Chalk Talks Speakers: TBA This session will feature concurrent group discussions of issues that arise in the management of software and digital media intellectual property. Each discussion will be led by one or more experienced licensing officers and focus on a different general topic. Topics may include: ownership, license drafting, distribution strategies, money issues, software start ups and policy. Participants will be encouraged to raise questions that have arisen in their practice and identify topics for further training and resource development. 3:30 p.m. Course Adjourns 7 8 a.m. Continental Breakfast 8 9 a.m. University of Washington Software Digital Media Model Charles R. Williams, University of Washington This session is an overview of the project centric models used at the University of Washington to manage, distribute and commercialize data, software, and digital media. Examples will include database publishing, licensing software from your web portal, and developing enterprises within the university environment for spin out. Discussion will include strategies to manage rights and win friends in an environment where one size does not fit all. 9 10 a.m. Commercialization, Metrics, Outcomes Panel: University of California Santa Cruz Charles R. Williams, University of Washington Robert A. Wooldridge, Carnegie Mellon University Commercialization in invention licensing generally suggests development and sale of commercial products. However, for information asset management, commercialization may mean uptake for use by industry. Such uptake may not involve formation of products at all. For

Travel Information Hotel Renaissance Pittsburgh Hotel 107 Sixth St. Pittsburgh, PA 15222 USA Phone: 412/562-1200 Fax: 412/992-2010 www.renaissancehotels.com Location The Renaissance Pittsburgh Hotel is a magnificently restored architectural landmark in the heart of downtown Pittsburgh. Conveniently located in Pittsburgh s Cultural District, the hotel is steps from world-class performing arts venues, vibrant clubs, a bustling business district, PNC Park and Heinz Field. The hotel is approximately 26 miles from Pittsburgh International Airport. For more information about the hotel, visit the Renaissance Pittsburgh Hotel Web site at www.renaissancehotels.com. For information about the many sights and attractions in Pittsburgh, visit www.pgharts.org. Hotel Accommodations AUTM has negotiated discounted rates of $139 for single or double occupancy, plus applicable taxes. These rates will be available to attendees based on availability from Monday, June 19, through Monday, June 26, 2006. To reserve a room, call the hotel at 412/562-1200 or the toll-free number 866/454-4400 and identify yourself as an AUTM meeting attendee to obtain the special rate. Reservations also can be made through the AUTM Web site at. Make reservations by Monday, May 22, 2006; discounted room rates may not apply after this date. A credit card guarantee is required to hold your reservation. The hotel will charge the equivalent of one night s room and tax if cancellation notice is not provided to the hotel at least 48 hours before scheduled arrival. Hotel check-in is 4 p.m., and check-out is noon. Flight Information American Express Travel, the preferred agency for AUTM meetings, can assist with airline arrangements. Domestic callers can dial 888/762-8728; international callers can dial 313/322-2130. American Express Travel charges a processing fee on transactions but provides a discount to AUTM attendees. Airport Transportation Information The Renaissance Pittsburgh Hotel is approximately 45 minutes by taxi from the Pittsburgh International Airport, about a $35 fare. Express Shuttle operates every half hour from the Pittsburgh International Airport to the downtown hotels, Sunday through Friday, from 7 a.m. to 11:30 p.m., and Saturday from 7 a.m. to 9 p.m. Reservations are not required, and departures leave from the baggage claim area, near Thrifty Rental Car. The fare to and from the downtown hotels is $19 per person, one-way, or $34 per person, round trip. Contact Express Shuttle for more information at 412/321-4990. Car Rental Avis Rent A Car System Inc. is the official car-rental service for the AUTM Software and Digital Media Course. Avis agents can provide the best available rates for your car needs during your stay. For reservations, go online http://tinyurl.com/ce24r or call 800/331-1600 and reference the AUTM Avis Worldwide discount number J787330 to receive special pricing. Foreign Visas Travelers coming from qualified countries to the United States for tourism or business for 90 days or less may be eligible to visit the United States without a visa. Currently, 28 countries participate in the Visa Waiver Program (VWP). Visitors entering on the VWP must have machine-readable passports. Travelers without machine-readable passports will need to apply for a visa to enter the United States. For additional information about obtaining a visa, visit the U.S. government Web site at www.travel.state.gov/visa/index.html. Parking Self-parking is $10 per day, and valet parking is $24 per day. Dress and Weather Attire for the AUTM Software and Digital Media Course is business casual. Pittsburgh s average daytime high temperature in June is 80 F (27 C); the average low temperature is 56 F (13 C). Remember to check the weather before your arrival and bring appropriate clothing. Because meeting room temperatures sometimes fluctuate, attendees may wish to bring a sweater or jacket. Registration Information Full meeting registration includes admission to all course workshops, group meal functions, meeting course binder and the Friday evening reception. AUTM member: Membership in AUTM is on an individual basis, and member fees only apply to the individual who is a current member in good standing. Processing Registrations AUTM will process course registrations only when they are accompanied by a check or credit card information. Please note: Registration forms, with fees paid, must be postmarked (if mailed) or received by fax by May 25, 2006, to qualify for the discounted early rate. Registrations received after May 25, 2006, must be paid at a higher rate. To be considered pre-registered, your registration, changes or substitutions must be received by June 12, 2006. After June 12, only onsite registrations will be accepted. There are no additional fees for onsite registration. Questions If you have questions about the program or registration, contact Shalini D Souza at AUTM headquarters via e-mail at sdsouza@autm.net; by phone at 847/559-0846, ext. 275; or fax at 847/480-9282. Save the Date AUTM and LES Joint Spring May 10 12, 2006 Loews Philadelphia Philadelphia, PA USA AUTM Western Regional July 16 18, 2006 St. Julien Hotel & Spa Boulder, CO USA AUTM Central Regional July 23 25, 2006 The Marquette Hotel Minneapolis, MN USA AUTM Executive Forum SM Oct. 6 7, 2006 Hotel Viking Newport, RI USA AUTM Basic Licensing Course SM AUTM Startup Business Development Course SM AUTM Technology Operations and Organization Licensing Skills Course SM Oct. 26 28, 2006 Renaissance Grand Hotel St. Louis, MO USA AUTM Annual March 8 10, 2007 San Francisco Marriott San Francisco, CA USA

REGISTER TODAY! Only onsite registrations will be accepted after June 12. Please Print Complete a separate form for each registrant. First Name Last Name Do not post my name to the online pre-registration list. Job Title Organization Address City State/Province Zip/Postal Code Country Software and Digital Media Course Registration Form June 23 24, 2006 Pittsburgh, Pennsylvania USA Registration Fees Please circle the appropriate fee: Register online at: It s fast and secure. Before After May 25 May 25 and Onsite AUTM Member*: $575 $625 Nonmember: $775 $825 * Membership in AUTM is on an individual basis and member fees apply only to the individual who is a current member in good standing. Affiliation: University Industry Law Firm Teaching Hospital Federal Lab Government Consultant Other, please list: Academic Research Institute Please send me information about becoming an AUTM member. Phone E-mail Emergency Contact Fax After-Hours Phone or E-mail Address Phone/Pager Registration Preregistration policy: To be considered preregistered, your registration, changes or replacement must be received by June 12. After this date, you must register onsite. Faxed registration forms that do not contain credit card information do not qualify as an early registration. Payment Confirmation: Attendees will receive written confirmation from AUTM headquarters. Because of registration and payment processing time, it may take up to two weeks for you to receive confirmation. Registration Cancellation Policy: Notification of cancellation must be submitted in writing. Cancellations received by May 25, will be subject to a $75 cancellation charge. No refunds will be given after May 25. Substitutions are allowed at any time, but must be submitted in writing and must be of the same membership status. Payment Check Check enclosed for $ Please make check payable to: Association of University Technology Managers, Inc. Funds must be in U.S. Dollars. Credit Card VISA MasterCard American Express Amount $ Print name as it appears on card Card Number Signature Credit Card Billing Address (if different from above) Expiration Date City State Zip/Postal Code Special Needs Register online at Complete this registration form and mail it with the appropriate payment to: Association of University Technology Managers 33661 Treasury Center Chicago, IL 60694-3600 Please contact AUTM headquarters at 847/559-0846; fax: 847/480-9282; e-mail: sdsouza@autm.net, if you have any special needs. Or fax to AUTM with credit card payment information to: 847/480-9282 AUTM Taxpayer ID #36-3011951 CAUTION: If you submit your registration form more than once, it may result in a duplicate charge on your credit card. Please send your registration using only one method of payment and submission.

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