What is this about?
It should be underscored that this is
NOT about how to get SBIR awards
NOR about how to manage the federal procurement and/or project process
    Agency sponsored and State organized events are far more appropriately structured to address those needs
NEITHER, except indirectly, is focus here on raising external capital
    To an extent, this event IS about
using SBIR participation and fund- ing effectively to achieve business objectives
    Primarily, however, it is about
examining the available options in the context of radically changing business conditions and
considering the range of practical issues involved in the process of
   -- bringing technology to use-condition
   -- drawing down/realizing the value of created technical assets.
How is this organized
The underpinning event-design is one of
 overviewing a particular area of business development interest -- the restructuring economy, prevailing conditions in various industries, issues in technology marketing, changing capital markets, patent activity and IP issues, the concept of Intellectual Assets, collaborations, valuation and deal-making, M&A activity etc
 anchoring that discussion in detailed analysis of the relevant SBIR data. A community of now over 15,000 firms, aspects of the collective SBIR condition effectively mirror the current state of technology development. Grounded in the exquisitely detailed SBIR Awardees databases maintained by idi (this event organizer) some findings may be unexpected.
 and, where relevant, offering live-cases of firms engaged in that space - not as examples of "how-to" but primarily to establish the basis from which effective discussion of the relevant issues can proceed
The Phase 3 Challenge:
Do these Awardees need to re-invent themselves
OR are there other options?
Setting this in context:
With primary emphasis on opening up the thinking of participants -- SBIR-involved firms, Technology Seekers and advisors alike -- this by-invitation convening of some of the very-best of the SBIR community is being held in smaller space with this the only event on-site.
     This targeted group approach and location-decision is deliberate. It supports well the type of assembly designed to engage directly those in attendance through interactive working sessions live cases and role playing clinics and analytical sessions Talk-Show format, interviews and panel discussions, and provision of substantial opportunity for personal and professional exchange
Addressing the Phase 3 Challenge:     
With their professional training and experience as scientists and engineers, the business challenge of "Phase 3" that SBIR Awardees must face demands a quite different set of skills.
Collectively, leading-edge SBIR firms -- some 4800-5000 of the total -- represent what is now the largest single concentration of technical talent anywhere. However, few as yet think of SBIR Awardees in those terms.
Individually, the achievements of some SBIR-involved firms have been impressive - and many of these will be discussed. However, far more Awardees are falling short of Phase 3 than are finishing the process. The developed capabilites and technologies of these firms are largely un-used and un-realized.
   Among some of the most technically competent, those critical experience elements required to address the challenges of "Phase 3" are largely missing. Despite the increasing efforts of the agencies to support and to 'train' their awardees, large numbers of Awardees are struggling
      to bring their technology to use-condition and,
      not always the same thing - effectively to realize the value of what has been created.
Agenda
Wednesday, June 1, 2005 Session description: Day 1
Time Session Title
12:00 PM Registration and package pick-up
Attendees should make their own plans for lunch. Many quality restauarants and hotels are in the immediate vicinity
1:30 PM Welcoming Remarks
This session will include an overview of the Nutter TechnOvations Awards program: a ONE Million dollar legal services initiative.
1:45 PM Leveraging on effective SBIR participation: examining the role of SBIR in the "New" Economy
Speaker/
Discussants		 Ann Eskesen, Innovation Development Institute Format: Context-Setting presentation
2:40 PM The NIH Roadmap: how may this affect the available options for firms active in National Institutes of Health SBIR-STTR program
Speaker/
Discussants		 Joanne Goodnight, Acting Director, Office of Extramural Programs, National Institutes of Health. Format: Informational presentation
3:10 PM State-of-the-Industry: Biotechnology
Speaker/
Discussants		 Ted Miller, Promosome LLC Format: Briefing
3:30 PM Refreshment break
3:55 PM State-of-the-Industry: Medical Devices
Speaker/
Discussants		 Timothy R. Gerrity, Amplior Incorporated Format: Briefing
4:15 PM State-of-the-Art: Nanotechnology
Speaker/
Discussants		 Philip Lippel, Policy Analyst, National Nanotechnology Coordination Office Format: Briefing
4:45 PM The Extent and Form of Venture Capital Activity in SBIR-involved Firms: doing the numbers
Speaker/
Discussants		 Ann Eskesen, Innovation Development Institute Format: Brief Anchoring analysis
5:00 PM Preparing for an IPO in Today's Environment
Speaker/
Discussants		 Patrick J. Rondeau, Wilmer Cutler Pickering Hale and Dorr LLP Format: Presentation
5:20 PM What makes the most sense for you? Thinking creatively about alternative business models
Speaker/
Discussants		 David E. Gumpert, Gumpert Communications Format: Interactive Discussion
6:00 PM Dinner
6:45 PM Business Clinic: featured company Energen, Inc
Speaker/
Discussants		 Chad Joshi, Energen Inc
Moderator: Lawrence S. Nannis, : Levine, Katz, Nannis & Solomon, PC
Panel: to be announced		 Format: Live Case
Thursday, June 2, 2005 Session descriptions: Day 2
8:30 AM Examining the developing role of SBIR-involved firms in the context of the transforming military
Speaker/
Discussants		 Victor Ciardello, Director, Small Business Technology and Industrial Base, Office of Secretary of Defense Format: Analytical presentation
9:20 AM Taking the long view: the experience of one major corporation towards making various SBIR collaborative efforts work
Speaker/
Discussants		 Lonnie Bush, The Boeing Company
B. (Ravi) Ravichandran, Scientific Systems Company, Inc
 Format: Case analysis
9:45 AM Measuring outcomes: examining the detail of patent activity among SBIR-involved firms
Speaker/
Discussants		 Ann Eskesen, Innovation Development Institute Format: Context-Setting presentation
10:00 AM Avoiding Road Blocks and Protecting R&D: Some Legal Tips
Speaker/
Discussants		 George Xixis, Nutter, McClennen & Fish, LLP Format: Presentation
10:20 AM Refreshment break
10:45 AM What's driving Technology Seekers to look outside? ... and how is that changing internal operations
Speaker/
Discussants		 Charles J. Brez, NineSigma, Inc
Ann Eskesen, Innovation Development Institute
Richard H. Hendel, The Boeing Company
Edward A. Kahn, UTEK-EKMS
H. S "Duke" Leahey, Venganza, Inc and Life Sciences Alliances, LLC (formerly Pharmacia & Pfizer)		 Format: Moderated panel discussion
11:25 AM Bridging the Gap: tools to support building a symbiotic relationship between SBIR companies and large(r) firms
Speaker/
Discussants		 Joanne Hyland, Radical Innovations Group (formerly Nortel Networks) Format: Analytical presentation
12:10 PM Buffet Luncheon
1:00 PM Intellectual Property, Product Development and People - Managing the Gap in Technology Commercialization
Speaker/
Discussants		 Irina Erenburg, Massachusetts General Hospital
Fiona Murray, MIT Sloan School		 Format: Interactive Working Session
1:55 PM What is it worth? understanding what factors define value
Speaker/
Discussants		 Travis D. Connors, Egan-Managed Capital
Timothy H. Harned, Managing Director, Capstone Partners LLC
Edward A. Kahn, UTEK-EKMS
H. S "Duke" Leahey, Venganza, Inc and Life Sciences Alliances, LLC (formerly with Pharmacia & Pfizer)
Jim Matheson, Flagship Ventures
James A. Saalfield, Still River Funds		 Format: Talk Show
2:40 PM Okay ... you've made it to having the VC Term Sheet in your hands. What do all those clauses mean?
Speaker/
Discussants		 Richard N. Kimball, Nutter, McClennen & Fish, LLP
Alex Glovsky, Nutter, McClennen & Fish, LLP		 Format: Interactive presentation
3:25 PM Refreshment break
3:45 PM At the table: negotiating to a mutually acceptable licensing deal
Speaker/
Discussants		 H. S "Duke" Leahey, Venganza, Inc and Life Sciences Alliances, LLC (formerly with Pharmacia & Pfizer)
Stephen H. Atkinson, Atkinson & Associates LLC (formerly Harvard Technology Transfer office)
Kelly L. Longo, Pfizer		 Format: Interactive panel
4:40 PM Evaluating Alternative Uses of Technology
Speaker/
Discussants		 Edward A. Kahn, UTEK-EKMS Format: Presentation
5:10 PM Getting to what we want as Technology Seekers: elements in preparing an effective Request for Proposals
Speaker/
Discussants		 Charles J. Brez, NineSigma, Inc Format: Interactive presentation
5:35 PM Considering the options: examining the challenges of spin-out and collaborations as technology commercializing vehicles
Speaker/
Discussants		 Kang P. Lee, Aspen Systems, Inc Format: Presentation
6:15 PM Reception
Friday, June 3, 2005 Session descriptions-: Day 3
8:30 AM Issues in the development and use of effective intellectual property agreements to support collaborative projects
Speaker/
Discussants		 Daniel Marcek, Hewlett-Packard Format: Working presentation
8:55 AM Deciding which markets to go after? Employing the tools of technology marketing
Speaker/
Discussants		 Facilitator: Barry Unger. Boston University
Featured Company: Oliver Murphy, Lynntech, Inc		 Format: Case-Study Workshop
10:00 AM Refreshment break
10:25 AM Large project unbundling and cross-disciplinary teaming: lessons learned from the SPAWAR project
Speaker/
Discussants		 Linda Whittington, PEO C41 & Space and Naval Warfare Systems Command
 Format: Presentation
10:45 AM Discussion of Teamed projects
Speaker/
Discussants		 A working panel currently being formed of various players with relevant exprience and interest Format: Moderated Panel Discussion
11:40 AM The Extent and Form of Mergers and Acquisiton Activity engaging SBIR-involved Firms: doing the numbers
Speaker/
Discussants		 Ann Eskesen, Innovation Development Institute Format: Brief Anchoring Analysis
12:00 PM The Rush to Acquire: Analyzing the Robust M&A Market for Federal/Defense Technology Companies
Speaker/
Discussants		 Paul Serotkin, Minuteman Ventures LLC Format: Analytical Presentation
12:30 PM Lunch
1:30 PM Open Mike: I have a legal question about ....
Speaker/
Discussants		 Richard N. Kimball, Nutter, McClennen & Fish, LLP
David J. Powsner, Nutter, McClennen & Fish, LLP
George Xixis, Nutter, McClennen & Fish, LLP
Other Nutter attorneys not yet confirmed		 Format: Question/ Answer Session
2:15 PM Two Cents Session: Towards the Development of the SBIR Reauthorization Agenda
Speaker/
Discussants		 A working session involving various politically experienced, SBIR-connected players:
Jere Glover, Small Business Technology Coalition
Ann Eskesen, Innovation Development Institute 		Format: Structured Brainstorming
3:30 PM Conference adjourns