Marti Elder Inc - Innovation Marketing and Management Services
Marti Elder Inc

Schedule of Workshop/Presentations

All Companies Have Intellectual Property: Are you working yours to the best advantage?

In today's competitive climate, managing a company without considering intellectual property (IP) issues will put you at a disadvantage. Your competition is likely to exercise their IP rights both offensively and defensively. As with all aspects of operating a business, your ability to respond lies in being knowledgeable and acting effectively.

Intellectual Property Made Understandable is a 1-1/2 hour mini-workshop developed on behalf of the Montana State Department of Commerce SBIR Outreach Office. The workshop objective is to deliver an understandable baseline of information for making decisions about whether and how you can register and protect your IP. Elder will guide you through patents, trademarks, copyrights, and trade secrets, providing a basic review of the motivation behind various filings, cost estimates, and IP responsibilities under a federal contract. The workshop starts off at a basic level, building rapidly to enable discussion of common strategic questions.

SBIR - An Investment in Your Company's Future

This workshop was developed under funding from the Montana State Department of Commerce SBIR Outreach office to assist companies in understanding whether SBIR is appropriate for their needs. For those companies with prior SBIR experience, this will sharpen their skills before, during and after proposal submission.

"An Investment" exposes attendees to program agencies and the fundamentals that must be mastered for successful competition. Program materials include a PowerPoint Presentation, and a work book. Key points are made by using a sample proposal and a packaging concept developed by an award-winning SBIR team on which the presenter served. This workshop requires 4 to 6 hours.

Roadmap to Market

This presentation was initially developed on behalf of the Montana Manufacturing Extension Center for presentation at their Bi-Annual Regional Conference. It is a tour of the product innovation cycle, focusing on systematic management of the development process from idea-to-market and back to idea-generation. This presentation provides an important full-cycle vision for small tech-based companies who often fail to be realistic about the demands of commercialization planning.

"Roadmap" has been very well received by manufacturers and by SBIR company audiences. It requires a minimum time slot of 1 hours and can be expanded with additional examples and opportunities for audience interaction. The handout is a print version of the presentation slides.

Intellectual Property

Licensing Your Innovation: Knowledge and Skills to Net the Best Deal

Developed under joint EPSCoR and State SBIR funding, this workshop addresses commercialization through a licensing strategy. It requires a 6 to 8 hour time slot. Program materials include a PowerPoint Presentation, and an extensive work book with samples and guiding information.

"Licensing Your Innovation" is geared to innovators who have interest in a licensing strategy but are only beginning to work that business model. Researchers and inventors seeking to maintain focus on R&D objectives will often select licensing as an "easy" way to express their commercial planning. Unfortunately, the art of licensing is typically ill-understood and executed.

Regardless of whether a company will pursue this path on their own or under professional guidance, they need to understand the realities of licensing and be able to adjust their expectations appropriately. Benefits of attending this workshop include:

  1. Gaining insights into the language of licensing.
  2. Identifying how to secure the best deal.
  3. Understanding how to value and market intellectual property.
  4. Learning the art of negotiating and managing a license agreement.

University Research: STTR Funding Resources & IP Strategy

This mini-workshop was developed under sponsorship by the University of Montana EPSCoR program. The approximately one-hour presentation is focused on Small Business Technology Transfer (STTR) grants, followed by a one-half hour group Q&A session. Researchers interested in more one-on-one time should be encouraged to sign up for 30-minute individual consultations after the group meeting.

STTR grant opportunities tend to be overlooked by University researchers because of the commercial orientation. This reduces the field of applicants and increases the odds for success IF the proposal team will get acquainted with the unique nature of the program.

"University Research" differentiates key characteristics of STTR from its cousin, the Small Business Innovation Research (SBIR) program. Participants are provided with resources, tips, and tasks for submitting an STTR grant proposal. The intellectual property issues and collaboration between the Research Institute, the small business and the researcher are also addressed.

Elder is a seasoned expert in the SBIR/STTR grant programs and in technology commercialization. She can address individual concerns about the program in the Q&A and one-on-one sessions. Those researchers interested in an in-depth examination of how to protect and build value around their intellectual property also may want to attend Elder's Licensing Workshop or the mini-workshop, "Intellectual Property Awareness".

IP Strategy

Innovators Roundtable

You have invented a solution to a problem and want to see your invention being used and producing revenue for you. There is no fast or cheap way to market, but this roundtable discussion group CAN help you to determine the next best steps for your invention.

Innovation expert, Marti Elder, will work you through early stage actions to protect and develop your invention for sales or licensing to another company. You will receive interactive guidance on how to find important resources and to stay clear of costly and ineffective invention promotion companies.

Leave your invention at home (we will be discussing the importance of keeping it confidential). Bring your questions and problems for a facilitated dialog and interaction with other inventors, requiring from 2 to 4 hours depending on the level of attendence.

Strategic Alliances - Partnering for Results

'Lone Wolf' businesses may be able to sustain research jobs for a few personnel, but are unlikely to thrive or commercialize their technology. Sound alliances can help a company to achieve critical objectives, and have been directly linked to increased revenue for the partnering companies.

This presentation is a holistic starter kit for growing and nurturing successful company alliances. It requires 2-3 hours, depending on whether local companies are willing to interact about their experiences in alliance building.

  1. What are strategic alliances?
  2. Why are they needed?
  3. How are they identified?
  4. What steps are needed to achieve an alliance?
  5. What legal instruments are needed?
  6. What are the components of a successful alliance?
  7. Why do alliances fail?

Serving Technology-Based Clients

This three-part series examines issues central to technology-based economic development (TBED). The sessions are for service providers with a goal of developing their knowledge about subject matter uniquely important to TBED. It provides steps and resources that can be used by the service provider, regardless of their level of sophistication in this field. The sessions include:

  1. Interacting with Innovators
  2. Intellectual Property
  3. Technology Commercialization

Copyrights and Trademarks

Patents are often held out as the innovation industry gold standard. However, copyrights and trademarks can be a cost-effective way to put a vital Intellectual Property stake in the ground by way of building value for your company and products. The sessions include:

  1. Basics about identifying and registering company-owned trademarks and copyrights.
  2. Strategic decisions on how those impact both company and product brand development and future value.
  3. Steps companies need to take, not only to deter infringers, but also to avoid infringing on the rights of others.

Further presentation and workshop details available on request.

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