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IP Training Programme - Fundamental Programme 100 Series


AUTM Technology Operations and Organization Licensing Skills (TOOLS) Course

8, 10, 15 and 17 Dec 2021 (Online Class) [COURSE ENDED]

This course will guide startup team supporters on how to maximize a startup’s odds for success. Join us for content-rich topics and discussions to learn how you can effect change and support startups at your institution.

Course Contents

Date: 8 December 2021

Time: 9:30am - 11:30am

Topic: Data Management, Research Development and Intellectual Property Management, IP Costs, Internal Communications

This session will discuss tracking and management of Data, Research Development, Intellectual Property (IP), and associated expenses.

Date: 10 December 2021

Time: 9:30am - 11:30am

Topic: Policy, Agreement Primers, Agreement Compliance, External Communications

This session will discuss Intellectual Property (IP) Policies and agreements that may affect (or provide more information about) IP.

Date: 15 December 2021

Time: 9:30am - 11:30am

Topic: Startups

In this session, the panelists will discuss the special considerations when an academic institution licenses intellectual property to a startup company. While the focus will be on academic TTOs licensing to a startup founded by an academic researcher, technology startups without a university connection may also gain insight into some best-practice tips during the session.

Date: 17 December 2021

Time: 9:30am - 11:30am

Topic: Technology Transfer from Beginning to End (Technologies, Patents, Marketing, Agreement Compliance, Financials)

This session will dive further into topics discussed in previous course sessions with an emphasis on University Technology Transfer Office operations.


Ms Khera Douglass

Khera Douglass is a technology transfer consultant, assisting with process and integration and data management for universities, hospitals, and research institutions. Douglass was formerly with Skysong Innovations (SI) (formerly AzTE), the Technology Transfer Office at Arizona State University (ASU) as the Director of Operations. During her 4 years of service, she affected many positive process changes, including the implementation of both the ASU Inventor Portal and the SI Technology Publisher. She received the AUTM 2012 Volunteer Service Award.

Photo of Ms Khera Douglass

Ms Julie Kelley

Julie Kelley, MS, joined Augusta University’s Office of Technology Transfer & Economic Development in 2007 with an undergrad degree in business administration and no clue that technology transfer existed, much less what it was about. After 14 years with AU’s OIC, she recently accepted a position as the Intellectual Property & Contracts Administrator at The Translational Genomics Research Institute (TGen). Over the years, Julie has been responsible for managing departmental and intellectual propertyrelated financials, database management, and federal reporting as well as negotiating Material Transfer Agreements, Confidentiality Agreements, Data Use Agreements, and Inter-Institutional Agreements. She joined AUTM in 2011 and credits its networking opportunities and educational courses and webinars for providing knowledge and tools that allowed her to be where she is in the tech transfer field. Julie currently serves as a member of both the AUTM Operations and Compliance Planning Committee as well as the AUTM Online Professional Development Committee.

Photo of Ms Julie Kelley

Ms Marie Kerbeshian

Marie Kerbeshian serves as the Executive Director and Assistant Vice President of the University of Iowa Research Foundation, the organization that protects and commercializes technology emanating from innovations by University of Iowa researchers. Marie is a Certified Licensing Professional as well as a registered Patent Agent with the U.S. Patent and Trademark Office. She has over two decades of experience in university technology commercialization, and prior to joining UIRF Marie ran technology commercialization programs for the Indiana University system and the University of Virginia. She is an active AUTM volunteer and is currently serving as chair of AUTM’s Essentials course committee. Marie has extensive experience in offering training to those new to the field of technology transfer, both in the U.S. and internationally, and meeting the attendees of the AUTM Essentials course is one of the highlights of her year.

Photo of Ms Marie Kerbeshian

Course Information

Target Audience

This course is for start-up companies, SMEs, technology transfer offices and university researchers only

Course Structure

Course consists of 4 lectures, 2 hours per lecture, total 8 hours

Course Format





Free of charge




  1. This course is provided by AUTM.
  2. The course is jointly organised by Intellectual Property Department, Knowledge Transfer and Entrepreneurship Office of the Hong Kong Polytechnic University and Knowledge Transfer Office of City University of Hong Kong and the organisers reserve the final rights to accept any registration and participation.



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