Friday, June 3, 2005 Time Session Title 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 Focus and objective: Collaborative efforts involving the active exchange of information and intellectual asset are almost a defining characteristic of technology development in many fields. At the core of that effort must be well-crafted agreements which not only to define and protect what each party brings to the table, but determines the appropriate distribution and ownership of Intellectual Property developed as a consequence. Addressing the range of issues but with a strong focus in Telecommunications, this session will draw down on direct experience and on the extensive work in this arena undertaken under the auspices of GUIRR (part of the National Academies of Sciences) and of BASIC (the Bay Area Science and Innovation Consortium) 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 Focus and objective: It is characteristic of many SBIR Awardees that the technology they have developed has a range of potential applications. How to decide which markets to address is the compelling question - made far more difficut by the fact that this new product may also be crating a new markets. In this session, participants will have been requested to read a brief real case study in advance. Under the direction of a highly skilled technology marketing specialists, the audience will then work towards development of their recommendations to management of the firm involved of which markets they should pursue. That decision made, the session will conclude with the President of the firm describing in some detail the decisions they made and what they actually did. 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 Focus and objective: Initiated out of the San Diego SPAWAR facility, the US Navy has currently an SBIR funded project underway which involves nine different SBIR firms effectively teamed to a common larger effort - a critically important national security project. With those individual projects now in Phase II, this session will examine some of the background to this project, how it was got off the ground, difficulties encountered, lessons learned. 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 Focus and objective: Typically, SBIR Awardees are component builders not whole system builders. They have an often critical and usually valued piece of the puzzle but not all the elements that are needed. This can be seriously problematic, particularly in a Federal Procurement system which is structured to buy whole systems. Shoe-horning a quality SBIR capability into this system can be challenging. This working session will examine the practical issues that would pertain to development of an approach that would be part of SBIR in which a large system would be unbundled into its component parts, a match then made to SBIR firms with the appropriate capabilities and team formed to tackle the whole project. 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 Focus and objective: As the introduction to each of the sessions which address some specific aspect of bsuiness development, there will be a brief presentation of the data relevant to how the SBIR population as a whole is functioning in that space. A distinction will be drawn in each instance between that condition across the entire community of now over 15,000 SBIR Awardees (1983-present) and that which pertains to those firms currently active in the SBIR-STTR programs. Special areas of focus will include Venture Capital access - deals and dollars by geographic region and industry space Publicly Traded firms Patents activity Collaborations and Alliances Mergers and Acquisitions 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 Focus and objective: With particular emphasis on Mergers and Acquisition activity in the Defense and Federal marketplace, this session will provide an investment banker's perspective on current trends and climate. 12:30 PM Lunch 1:30 PM Open Mike: I have a legal question about .... Speaker/ Discussants Richard N. Kimball, Nutter, McClennen & Fish, LLP Alex Glovsky, Nutter, McClennen & Fish, LLP George Xixis, Nutter, McClennen & Fish, LLP Other Nutter attorneys not yet confirmed Format: Question/ Answer Session Focus and objective: From the premise that keeping out of trouble is a lot less of a problem than getting out of trouble, this free-wheeling session will allow participating firms to pick the brains of several of attorneys with significant and relevant experience across the range of issues that SBIR firms inevitably have to deal with. 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 Focus and objective: Having previously been reauthorized three times - 1986; 1992 and 2000 - SBIR will sunset again in FY08. It is far more effective not to allow the program to run to full term before tackling reauthorization and, for reasons than can be discussed, towards the end of the second year of this current Congress would be an optimum time. Business conditions, and the current world of technology development are rapidically different even from the 2000 reauthorization. It is important to discuss not only the 'how' but the 'what' of the next reauthorization. SBIR needs to be adapted to remain relevant to the needs of the firms in the program and their impact on economy overall This highly interactive session is carefully structured to enable this participating population of Awardees and other SBIR-interested players to begin the process of crafting the issues that c/should be part of the next SBIR Reauthorizing legislation. 3:30 PM Conference adjourns