Business Partnerships for Mission Success: Assembling the Pieces
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The 2003 Fall National SBIR/STTR Conference Home   The 2003 Fall National SBIR/STTR Conference
Renaissance Cleveland Hotel, Tower City Center * Cleveland, OH
October 27-30, 2003
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PROGRAM AGENDA
How to Participate and Move Through the SBIR/STTR Program Successfully
Agenda Last Updated 10/03/03
SBIR Pre-Conference Workshop/Sessions * Renaissance Cleveland Hotel
Monday, October 27, 2003
7:30am-4:30pm Phase I: Proposal Preparation Workshop-- Pre-Registration Required; Additional fees apply
Presented by: Gail & Jim Greenwood, Greenwood Consulting, Inc.
  • Workshop Check-in available outside meeting room at 7:30am, Session starts at 8:00am.
A Continental Breakfast will be available in the meeting room at 7:30am; Lunch will be provided.
1:00pm-5:00pm State Representatives Meeting -- By Invitation Only
1:00pm-6:00pm SBIR Conference Registration & Service Desk Open
6:30pm-10:30pm Welcome Reception at the Rock and Roll Hall of Fame Museum!
Your opportunity to meet and visit with fellow attendees, speakers, and SBIR Program Managers. Hors d'oeuvres provided; Cash bar.
Official Conference Opening * Tuesday, October 28, 2003
DAY ONE - Tuesday, October 28, 2003

SBIR/STTR Basics: Introduction & Overview of the Program and Participating Agencies
7:00am-6:00pm: SBIR Registration & Service Desk
7:15am-9:00am: Continental Breakfast
12:30pm-7:30pm: Networking Room Open & Break Refreshments
    Time & Location
    Program Sessions
    8:00am-9:00am Official Welcome & Opening
    Welcome by NSF (Kesh Narayanan); DoD (Jeff Bond); SBA (Maurice Swinton); and Local Committee Chair (Michael McKay)
    What are critical technologies to look at? Where is the funding going to be? What technologies and opportunities are there in the future?

    Plus
    Special Remarks by Ohio Governor, Bob Taft
    9:00am-10:15am SBIR/STTR 101: A general program overview will be given, explaining the basics of the SBIR and STTR Programs and providing general information that applies to all agencies.
    Presenters:
    SBIR Program Managers: Joe Henebury, Department of Transportation and JoAnne Goodnight, NIH. General Q&A
    10:15am-10:30am Break
    10:30am-12:30pm Agency Overviews: An Introduction to the Participating Agencies. In this session each of the nine (9) participating Agencies will have the opportunity to introduce and highlight their topic areas with emphasis on new and current topics. These presentations will help you identify which Expanded Agency presentations to visit in the afternoon sessions.
    Agencies: NSF, NIH, DOT, USDA, DOD, NASA, DOE, EPA, DOC
    12:30pm-2:00pm Networking - Walk About Lunch
    The Networking Area for the SBIR Conference officially opens with this casual luncheon. Walk around and visit with other attendees and representatives.
    12:30pm-7:30pm Networking Room Open
    Agencies, organizations, companies, and resources are available during the afternoon and through the Reception.
    2:00pm-6:00pm Expanded Agency Presentations: Select the Agencies most closely aligned with your technology or area of interest. Presentations will focus on unique agency aspects and potential partnering options and issues. You will gain the perspective of each agency on the key factors they see in getting your product/service to market. This session is presented in three (3) concurrent tracks.

    Track #1

    Track #2

    Track #3

    2:00-2:30pm

    DOD

    NSF

    DOE

    2:30-3:00pm

    DOD

    USDA

    DOC

    3:00-3:30pm

    DOD

    EPA

    DOT

    3:30-4:00pm

    DOD

    Open time

    NASA

    4:00-4:30pm

    NIH

    NSF

    DOE

    4:30-5:00pm

    NIH

    USDA

    DOT

    5:00-5:30pm

    NIH

    EPA

    NASA

    5:30-6:00pm

    NIH

    Open time

      Open time

    6:00pm-7:30pm

    Networking Reception

    Joint Networking Reception and Official Opening of the Small Business Tech Expo (SBTE). Join everyone in the Networking Area and Exhibit Hall for refreshments and conversation. Meet the Agency SBIR Program Managers and other Exhibitors.

    DAY TWO - Wednesday, October 29, 2003

    Laying Out the Pieces

    Track #1: Critical Technologies
    Key associations and organizations will present information about where they see their focus technology area headed over the next few years. Get up to speed on market trends and funding realities.
    Track #2: Business Process
    The Basics - A Necessary Foundation to SBIR/STTR Success
    If you are here to find out about the program or have just recently been awarded a grant/contract, these sessions will help you find out what is expected, how to work with the government, and how to establish your business for future success in the program.
    Track #3: Business Partnering
    Who is Out There & Why They are Important to Your Success!
    For those who have successfully been awarded SBIR/STTR grants/contracts. Sessions in this track will focus on organizations, associations, resources, and options available to help you move forward through the program.

      7:00am-5:00pm: SBIR Registration & Service Desk
      7:15am-8:45am: Buffet Breakfast, Opening Session
      9:00am-6:00pm: Networking Room Open
      9:00am-6:00pm: Small Business Tech Expo Open

      NOTE: The Networking Area is available all day with on-going refreshments. All breaks between scheduled sessions will take place in the Networking Area unless otherwise noted.

      SPECIAL NETWORKING EXPANDED BREAK: 3:00pm-4:30pm

      Time & Location
      Program Sessions
      7:15am-8:45am SPECIAL BREAKFAST SESSION: Buffet Breakfast and Remarks
      Breakfast will be available starting at 7:15am. A Special Presentation will be made in the breakfast room from 8:15am to 8:45am.
      9:00am-12:30pm Track #1: Critical Technologies
      9:00am-10:30am Topic #1: Biosciences
      Presenters:
      Kenneth Ouriel, M.D., The Cleveland Clinic Foundation
      Dr. David Benfield, Ohio State University
      11:00am-12:30pm Topic #2: Fuel Cells/Power & Propulsion
      Moderator:
      Dr. Tom Zawodzinski , Case Western Reserve University
      Presenters:
      Col. Mike Heil, Wright Patterson Air Force Base
      Anita Liang, NASA Glenn Research Center
      Donna Lee Ho, U.S. Department of Energy
      9:00am-12:30pm Track #2: Business Process
      9:00am-10:30am Business Planning: A Key Factor in the Success of Your Grant or Contract
      It is not enough to have a great idea or technology, you must be able to establish and run a successful business and that takes a plan. Structure, people, guidelines, funding are all parts of the puzzle. The objective of this session is to introduce you to the basics of setting up a business and working with the government.
      Presenter:
      Jenny Servo, Dawnbreaker, Inc.
      11:00am-12:30pm Introduction to Government Grants & Contracts
      You may have contracted with others before, but if you haven't received government grants or contracts, you need to attend this session to find out what you can and can't do, and what the government can and can't do!
      Moderator:
      Sonny Kreitman
      Presenters:
      Dave Metzger, Holland & Knight
      Kathleen Shino, National Institute of Diabetes & Digestive & Kidney Diseases (NIDDK)
      9:00am-12:30pm Track #3: Business Partnering
      9:00am-10:30am SPECIAL SESSION: Accessing Technology Forum
      Kent State University and ASME International will present a special forum for attendees living and doing business in Ohio and the surrounding states. This session will include information on the basics of how to connect with technology expertise, potential providers, and strategic partners to provide a stronger technical team for your SBIR/STTR work.
      Participants:
      Dr. Chris Busch, NSF Program Advisory Committee
      Dr. E. Jennings Taylor, Faraday Technology, Inc
      Jim Uchno, Penn State University
      11:00am-12:30pm Partnerships with STTR/SBIR
      This session will focus on available partnering opportunities for small business and the university community. All the key players don't always have the same "take" on what is needed. A panel comprised of a successful small business (STTR), a university researcher, and university administrator will present their perspectives on how best to take advantage of the program and stay within the guidelines of the university system.
      Moderator:
      Mel Ustad , University of South Dakota
      Presenters:
      John West, Kent State University
      William Doane, Kent Displays, Inc.
      Bahman Taheri, AlphaMicron, Inc.
      12:30pm-2:00pm SBIR Table Topics Luncheon: Seating by Topic Signs
      2:00pm-5:30pm Track #1: Critical Technologies - continues
      2:00pm-3:30pm Topic #4: Information Technologies
      Moderator:
      Steve Clark, Business Technology Center
      Presenters:
      Mark DeSantis, Formation3, LLC
      Stanley Ahalt, Ohio Supercomputer Center
      David Nelson, Information Technology R&D
      4:00pm-5:30pm Topic #3: Nanotechnology/Advanced Materials
      Moderator:
      Dr. E. Jennings Taylor , Faraday Technology, Inc.
      Presenters:
      Derek Hansford, Ohio MicroMD Laboratory
      Bhima R. Vijayendran, PhD, Battelle
      2:00pm-6:00pm Track #2: Business Process - continues
      2:00pm-3:30pm Introduction to Accounting & Audits: This is Not like the IRS
      Accounting for government contracts/grants does not always follow the same rules as general business accounting. Before you set up your books, find out what you will need to report and how you will need to report it.
      Presenters:
      Russ Farmer, PBC, Inc.
      Rick Robinson, Defense Contract Audit Agency
      4:00pm-5:30pm Evaluations: The Who and How that Makes or Breaks Your Proposal!
      Not all agencies utilize the same evaluation systems. Some use experts, some use peers. Learn from the SBIR Program Managers what the evaluators are looking for and what can help and hurt your submissions. Bring your questions!
      Moderator:
      Sonny Kreitman
      Presenters:
      Steve Guilfoos, Air Force SBIR Program
      John Williams, Navy SBIR Program
      Carl Ray, NASA SBIR Program
      Jo Anne Goodnight, NIH SBIR Program
      Joe Hennessey, National Science Foundation SBIR Program
      Bill Goldner, USDA SBIR Program
      2:00pm-6:00pm Track 3: Business Partnering - continues
      2:00pm-3:30pm Technology Service Partners
      Help does not always equate to spending lots of money! There are many programs available to help you move forward through the program for little or no fees. But, knowing who and where these programs are is only part of the story….you need to know what's new on the horizon and best way to make them work for you!
      Moderator:
      Jeff Shick , Central Ohio Manufacturing SBDC
      Presenters:
      Dennis Gaddis, Ohio Department of Development
      Wayne Zeman, Enterprise Development, Inc.
      Paul Petrovich, University of Pittsburgh
      4:00pm-5:00pm Attracting Non-Government Funding! You Need It - Here are Tips to Get It!
      The federal government is but one source AND as you move through the program you will need to identify various additional forms of funding to ensure your success. While Venture Capitalists may be one source, don't sell yourself and your project short by ignoring these other viable funding sources! Learn ways to obtain seed monies for early stage development and how commercial banks can help.
      Moderator:
      Charles Burkett , Enterprise Development, Inc.
      Presenters:
      Jonathan Murray, Early Stage Partners
      John Huston, USPrivatecompanies, LLC
      Matt Jennings, BioEnterprise
      Maria Coyne, KeyBank - Cleveland District
      DAY THREE - Thursday, October 30, 2003

      Finding the Critical Puzzle Pieces

      Track #1: Critical Technologies
      Success Stories - Helpful hints - Practical Tips & Lessons Learned
      Track #2: Business Process
      The Basics - A Necessary Foundation to SBIR/STTR Success
      Looking forward - Knowing how to manage and plan for your next step. If you are here to find out about the program or have just recently been awarded a grant/contract, these sessions will help you find out what is expected, how to work with the government, and how to establish your business for future success in the program.
      Track #3: Business Partnering
      Commercialization - Next to the Final Frontier
      For those who have successfully been awarded SBIR/STTR grants/contracts. Sessions in this track will focus on organizations, associations, resources, and options available to help you move forward through the program.
      7:00am-1:00pm: SBIR Registration & Service Desk
      7:00am-9:00am: Continental Breakfast
      9:00am-11:30am: Networking Room Open
      9:00am-2:00pm: Small Business Tech Expo Open
      NOTE: The Networking Area is available until 11:30am today for on-going refreshments. All breaks between scheduled sessions will take place in the Networking Area unless otherwise noted.

      SPECIAL EXPANDED NETWORKING SESSION: 9:30am-10:30am
      Time & Location
      Program Sessions
      8:00am-12Noon Track #1: Critical Technologies - continues
      8:00am-9:30am Focus on Technologies #1: Biosciences, Fuel Cells/Power, & Propulsion Technologies
      Success Stories from small businesses who have made it work. No Commercials here - Each of these presenters will describe one aspect of how they overcame an obstacle in their way to success.
      Moderator:
      Mickey Katz-Pek , Biotechnology Business Consultants
      Presenters:
      David Scholl, Diagnostic Hybrids, Inc.
      Chris Holt, NexTech Materials, Ltd.
      10:30am-12Noon Focus on Technologies #2: Information Technology, Nanotechnology /Advanced Materials
      Presenters:
      Max Lake, Applied Sciences, Inc.
      Bill McCann , Dancing Dots
      8:00am-12Noon Track #2: Business Process - continues
      8:00am-9:30am Technology Management!
      It's not enough to have a great technology, you have to know how to manage it along with your business. The basics of Intellectual Property issues, managing the early stages of commercialization, and how that can change your business management model will be discussed in this session.
      Presenters:
      Betty Sogor, BioBiz Navigator
      Rose Ann Dabek, ThompsonHine
      10:30am-12Noon What's the Next Step?
      You've got the basics down, now let's take a look at what lies ahead of you and some of the things you need to start looking and planning for NOW! What are some of your finance options? How do you market your product? What partners should you seek out?
      Presenter:
      David Speser, Foresight Science & Technology, Inc.
      8:00am-12Noon Track #3: Business Partnering
      8:00am-9:30am Commercialization Planning!
      It just doesn't happen, and as you already know, you have to plan for it BEFORE you need it. Do you know who to talk to? When to talk to them? What they want to see? Tips to help you position yourself for success.
      Presenters:
      Mark Clevey, Small Business Association of Michigan
      Rohit Shukla, Larta
      10:30am-12Noon Venture Capitalists…What are they REALLY looking for NOW?
      This panel presentation will focus on the real world of the venture capitalist and what you need to know to become a part of that world!
      Moderator:
      Brian Hammond , NCIC Capital Fund
      Presenters:
      Ira Kaplan, Benesch Friedlander Coplan & Aronoff, LLP
      Jay Katarincic, Draper Triangle Ventures
      Tom Hiatt, Centerfield Capital Partners
      Scott Harper, Primus Venture Partners
      12Noon OFFICIAL CONFERENCE CLOSE
      SPECIAL POST-CONFERENCE BONUS SESSIONS!!
      These sessions are provided to conference attendees at no additional cost!
      For planning purposes, please mark your Conference Registration Form if you plan to attend either of these two BONUS SESSIONS.
      SPECIAL NOTICE: ALL Post-Conference BONUS Sessions AND Workshops are subject to cancellation if sufficient interest and/or pre-registration is not received by the conference registration date. Any changes in the final agenda will be posted on the website and noted on attendee acknowledgements.
      1:00pm-2:30pm BONUS SESSION #1: Compliance Issues
      Do you know what they are? Are you in compliance? When you sign that paperwork, you guarantee you will be in compliance with a long list of items. Bet you haven't read or thought about them and how they can impact your contract/grant. Are you doing surveys and working with human subjects? Working with animals? Have a conflict of interest? Working with hazardous materials? These are only four of a whole list! Before you sign on that dotted line, maybe you should stop by!
      Moderator:
      Sonny Kreitman
      Presenters:
      John Steiner, Jr., Cleveland Clinic Health Systems
      Raymond Ursick, BioEnterprises
      1:00pm-2:30pm BONUS SESSION #2: Electronic Submissions
      It's been said "The times, they are a changing" and that means Electronic Submissions for your grants/contract proposals. FastLane, FastTrack….what do they mean? How do they differ? What can you do to ensure they get your submission in the right form and on time? Spend some time in this Bonus Session and get a good overview of the "new rules of the road."
      Presenters:
      Cheryl Albus, National Science Foundation
      NASA Representative
      NOTE: The Small Business Tech Expo (SBTE) continues until 2:00pm today!
      POST-CONFERENCE WORKSHOPS
      These workshops REQUIRE advance registration and additional fees for participation. Space is limited.
      Only the BONUS Sessions are included in your registration fee.
      12:30pm-4:30pm Workshop B: Proposal Preparation Phase II
      This is a concentrated workshop dealing with specific items required to make your Phase II proposal submissions go smoother. A detailed workbook is provided. Check-in will start at 12 Noon and a box lunch will be provided in the room. The session will start promptly at 12:30pm.
      Presenters: Greenwood Consulting Group, Inc. See the General Conference information section for details and fees information.
      1:00pm-4:00pm Workshop C: Basic Accounting for Government Contracts/Grants
      Working with the government is different. To avoid time consuming and costly mistakes, learn what you need to know and how to set up your business before you have to provide those reports! This workshop will address basic accounting practices to follow when working with governmental entities as well as establishing indirect rates, job costing, and accounting differences among the Agencies.
      Presented by: Russ Farmer, PBC, Inc.

       
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