interactive seminar how to design research & development … · 2015. 4. 8. · 1 brochure...

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Interactive Seminar

How to Design Research & Development Contracts in Practice20th – 21st May 2015, Berlin

With Experts from following Institutions:

• Swiss Federal Institute of Technology in Zurich (ETHZ)

• Lancaster University, Research and Enterprise Services Division, United Kingdom

• Leiden University and Leiden University Medical Center, the Netherlands

• Politecnico di Torino, Italy

With Focus on:

• Horizon 2020

• Essential Terms in R&D Contracts

• Contract Negotiation

• Intellectual Property Rights

• Model Consortium Agreements (MCARD2020)

• Confidentiality Agreements

• Material Transfer Agreements

• License Agreements

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Who is this seminar for?

Directors, Heads of Departments or Units, Managers, Lawyers and other members of staff involved and working in scientific research, with R&D projects and dealing with cooperation and intellectual property, from departments such as:• ResearchandDevelopment Services• LegalServices• IntellectualProperty• TechnologyandKnowledge Transfer• PatentsandLicensing• BusinessDevelopment• ProgrammeandProject Management• InternationalProjectsManagement

from• Universities• Researchandtechnologyinstitutes, centresandclusters• Business&innovationcentresand Networks• Nationalandregionalministries andagenciesresponsiblefor Research&Development• IntellectualPropertyandPatent Agencies,BusinessDevelopment Agencies• Industryandprivatecompanies, Spin-offcompanies• AssociationsandFoundations.

Thisseminarmayalsobeinterestingfor lawyers and consultantsspecialising in intellectual property,license agreements and R&Dcooperation.

INTERACTIVE SEMINARHow to Design Research & Development Contracts in Practice

Secure the success of your R&D project through a safe and sound contract design!With the recent launch of Horizon 2020 and its first calls, European Research,

DevelopmentandInnovationhaveenteredaveryexcitingperiodindeed.R&Dprojects

andcooperation,whetherwithorwithoutEuropeanornational funding,needasafe

andsoundlegalcontractdesign.Inmostcases,thelegalframeworkdecidesaboutthe

successofaprojectandlaysthefoundationforasmoothpursuitofresearchactivities.

Iftheexchangeofknowledgeisanothercentralfactorforsuccess,mostR&Dprojects

aresocomplexthatexternalknow-howisneededtocompletetheresearch.Technology

transferbroadensthehorizonofaproject.However,thecontractsforthosecooperation

andR&Dactivitiesneedtobesafeandrequireclearstrategies.Propercontractdesign

canavoidfinancialriskorlossofintellectualproperty,protectresearchresults,preserve

theireconomicvalueandavoidunnecessarydisputes.

Learnabouthowtobestnegociateyourpositioninresearchagreements,howtomake

use of confidential disclosure andmaterial transfer agreements and exchangewith

colleaguesfromotherinstitutionsatourSeminar

“Truly insightful and professional.“

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Your benefits• Secureyourresearchbymeans ofasafeandsoundcontractfor youractivity

• Avoidcompromisingyourentire project

• Learnbestpracticesfromvarious memberstatesandbodies

• Learnhowtoeffectivelynegociate researchanddevelopment contracts

• Gaininsightsintohowtoavoidand solvedisputes

• Learnhowtooptimallydealwith confidentialinformation

• Networkwithpossiblepartnersfrom nationalagencies,research institutes

• Understandhowtomakethemost oflicensingcontractsand technologytransfer

• Profitfrompracticalworkshop sessionsonR&Dcontractsand technologytransfer

What will you learn at this seminar?

• HowtohandleR&Dcontractaspectssuchasancillaryagreements,

accessrights,confidentiality,ownershiporlicensing

• HowcanasampleagreementhelpyouwithyourR&Dproject?

• WhatneedstobetakenintoaccountwhenusingCDAsandMTAs?

• Howtostructurelicensingandtechnologytransferdeals

• Howcanyounegotiatecontractssothatlaterdisputescanbeavoided?

• Whatistheindustry’spointofviewwhenhavingR&Dcooperation?

• HowtodealwithIntellectualPropertyRights(IPR)

• WhatneedstobeconsideredwhenusingDESCA?

“A great inspiration for my daily tasks.“

InteractiveSeminarFinancial Accounting and Audit in European Research & Development Funding (S-988)

18th – 19th May 2015, Berlin

For detailed information please click here.

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PROGRAMME DAY 1How to Design Research & Development Contracts in Practice

8.30-9.00

RegistrationandHandoutofSeminarMaterial

9.00-9.05

OpeningRemarksfromtheEuropeanAcademyforTaxes,Economics&Law

9.05-9.30

Welcome Note from the Chair and Round of IntroductionsMáire Nolan, Contracts Manager, Research and Enterprise Services Division, Lancaster University, United Kingdom 9.30-10.15

Research and Development Contracts (Part 1)•WhatisanR&Dcontractandwhenshouldyouuseone?•Theessentialtermsofaresearchcontract•RiskandliabilityMáire Nolan, Contracts Manager, Research and Enterprise Services Division, Lancaster University, United Kingdom 10.15-10.30

DiscussionRound 10.30-11.00

CoffeeBreakandNetworkingOpportunity 11.00-11.45

Research and Development Contracts (Part 2)•Academicfreedomandpublicationrights•Theprojectannex•Keyissuesforresearchcontractswithinternationalpartners•Whatdoeseachpartywanttoachieveinthecontract?•ContractnegotiationadviceMáire Nolan, Contracts Manager, Research and Enterprise Services Division, Lancaster University, United Kingdom 11.45-12.00

DiscussionRound

MÁIRE NOLANContracts Manager, Research and Enterprise Services Division, Lancaster University, United Kingdom

MáireNolancreatedand leads theContractsTeamatLancasterUniversity. This team is responsible for allresearch and educational contracts entered into byLancasterUniversity.PriortojoiningtheUniversityMáireheldsimilarrolesinotheruniversitiesintheUKandtheNHS, but in her earlier career she heldmanagementrolesinlargeUKbasedmanufacturingcompanies.

“Very useful information from practitioners.”

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14.30-15.15

Intellectual Property Rights (IPR) in Horizon2020•IPRinDESCAandMCARD2020models•BackgroundandForeground•Accessrightsforimplementation•Accessrightsforuse•DissemniationofresultsValentina Romano, Head of Collaborative Project Office, Research Fund Raising Division, Politecnico di Torino 15.15-15.30



What are the Other H2020 Model Contracts ?•Whenshouldyouuseone?•Definitionofconfidentialinformation•Mainissuesrelatedtoamemorandumofunderstanding•Mainissuesrelatedtoanon-disclosureagreementValentina Romano, Head of Collaborative Project Office, Research Fund Raising Division, Politecnico di Torino 16.45-17.00

DiscussionRound 17.00

EndofDayOne

VALENTINA ROMANOHead of Collaborative Project Office, Research Fund Raising Division, Politecnico di Torino Valentina Romano is Head ofCollaborative Project Officeat the Research FundraisingDivision of Politecnico di Torino,

a central administration office that supports national,international and EU funded research activities. Shehas 10 years’ experience in EU contracts and fundsmanagement.ShehasbeeninchargeofFP7consortiaagreement analysis and drafting for Politecnico, thatfunded 222 projects during the whole FP7.ValentinaRomano is currentlyworkingat theanalysisofmodelcontracts recommended by IPR helpdesk and usedin Horizon2020 projects within a national workingthat involves the most important universities in Italy.

Workshop

12.00-13.15

Interactive Workshop Session: Consortium Agreements – DESCA

Introduction to contents

Benefits of using DESCA

Key points to consider when drafting and reviewing an agreement based on DESCA

Participants work in groups on practical examples to improve their negotiation-skills.

Máire Nolan, Contracts Manager, Research and Enterprise Services Division, Lancaster University, United Kingdom

13.15-14.30

LunchBreakandNetworkingOpportunity

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9.00-9.05

Welcome Note from the ChairIsabel Wijffels, IP Executive, Research and InnovationServices (LURIS), Leiden University and Leiden University Medical Center, the Netherlands 9.05-10.00

Intellectual Property (IP) in Practice•DifferenttypesofIP•BasicsofIPrightsinresearchcontext•Commonterminology -Background -ForegroundIsabel Wijffels, IP Executive, Research and Innovation Services (LURIS), Leiden University and Leiden University Medical Center, the Netherlands 10.00-10.15



Intellectual Property Rights (IPR) in the Research Cycle•IPRinresearchcycle•Roleof‘background’,materials/etc.•Licensing/technologytransferbasics•Accessconditionsforresearchinstitutions•StateaidissuesIsabel Wijffels, IP Executive, Research and Innovation Services (LURIS), Leiden University and Leiden University Medical Center, the Netherlands 11.45-12.00


LunchBreakandNetworkingOpportunity

PROGRAMME DAY 2How to Design Research & Development Contracts in Practice

ISABEL WIJFFELSIP Executive, Research and Innovation Services (LURIS), Leiden University and Leiden University Medical Center, the NetherlandsIsabelWijffelsLLMisanIPExecutiveattheTechnologyTransferOfficeofLeiden

UniversityandLeidenUniversityMedicalCenter.Shejoinedthe Technology Transfer Office in 2007. Her work focuseson contracts in public private partnerships and technologytransfer such as research collaboration agreements andlicense agreements, often involving large national andinternational consortia. Prior, Isabel Wijffels worked as alawyerfortwodifferentinternationallawfirmswhereshehasalways had a strong focus on intellectual property lawandcontractlawingeneral,inlitigationaswellasincorporateandfinancialsecuritytransactions.

Interactive Workshop Session

13.15-14.45

University and Industry Interaction – Technology Transfer in Practice

Building successful partnerships and negotiating license agreements

License agreements

Specific issues and common pitfalls

Discussion of open questions

Participants work on a real-life example and receive practical

advice

Isabel Wijffels, IP Executive, Research and Innovation Services (LURIS), Leiden University and Leiden University Medical Center, the Netherlands

A short coffee break will take place during the workshop.

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14.45-15.00


Challenges in Consortium Agreements for Research Projects•DESCA2020templatevs.othertemplates•Decisionmakingwithintheconsortium•Howtoidentifybackground•HowtodealwithIPasjointresultsincorsortiaKarl Kerschbaum, Legal Counsel – Research Manager, EU GrantsAccess, International Research Programmes, University of Zurich, ETH Zurich

KARL KERSCHBAUMLegal Counsel, Research Manager, EU GrantsAccess, International Research Programmes, University of Zurich, ETH ZurichKarl Kerschbaum is Legal Counsel and ResearchManageratEUGrantAccess,ajointofficeofETHZürichand University of Zürich supporting International andEU-Grants. After obtaining his law degree at the LMUUniversityofMunichhespentseveralyearsasContractsmanager in private IT Industry and consulting. BeforejoiningEUGrantsAccessheworkedasLegalCounselforETHTransfer.Nexttoconsultingresearchersandindustryin participating in international collaborations he is alsocoordinatingtheinternalCompetenceGroup“Contracts”,partoftheEURESEARCHnetworkandamemberoftheLERULegalexpertcommunity.Case Study

15.45-16.30

Negotiate and Consolidate a Consortium Agreement

Popular pitfalls in negotiating multiparty agreements

Gaps between academic and industry interests

From the first draft to the final version

Telcon against email feedback rounds

During this session, the participants will work in small

groups who play certain partners/roles in H2020 consortium

negotiating three popular fileds of disagreement between

industry and academics.

Karl Kerschbaum, Legal Counsel – Research Manager, EU GrantsAccess, International Research Programmes, University of Zurich, ETH Zurich

16.30-16.45

Final DiscussionRound 16.45

EndofSeminarandHandoutofCertificates

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Date of Event20th–21stMay2015

Booking NumberS-1048

Event LanguageTheeventlanguageisEnglish.

Event PriceEarlybookingpricevaliduntilthe1stofApril2015:1.189,-Euroexcl.GermanVAT(19%)Normalpricefromthe2ndofApril2015:1.389,-Euroexcl.GermanVAT(19%)

The above price covers the following:•Admissiontotheseminar•Hand-outdocuments•Seminarcertificate,ifseminarfullyattended•Softdrinksandcoffee/teaonbotheventdays•Lunchonbotheventdays

Uponrequestyoucanreceivea digital versionoftheseminardocumentsaftertheeventfor60,- Euro excl. German VAT (19%)inadditiontotheseminar.

ContactEuropeanAcademyforTaxes,Economics&LawatPotsdamerPlatzEntrance:LeipzigerPlatz9,10117Berlin,GermanyPhone: +49(0)30802080230Fax: +49(0)30802080250E-mail: [email protected]:www.euroacad.eu

Your contact persons for the programme:ReginaLüning,M.Sc.econ.HeadofMarketingandSalesPhone: +49(0)30802080246Fax: +49(0)30802080259E-mail: [email protected]

JohannBlainConferenceManagerPhone: +49(0)30802080224Fax: +49(0)30802080259E-mail: [email protected]

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interactive seminar how to design research & development … · 2015. 4. 8. · 1 brochure...

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