Events

September – December 2014

Sep
10
Wed
Supply Chain 2014 – Theory to Practice @ UCSD Extension
Sep 10 @ 7:30 am – 10:00 am

Supply Chain 2014

Theory to Practice

CONNECT and our partner manufacturing organizations have assembled a world class panel of Supply Chain experts.   This panel will be charged with the daunting task of taking the participants beyond Supply Chain theory into the execution of supply chain best practices.  Our assembled group of experts will share market observations, ideas, issues and supply chain solutions.  This meeting is hosted by  CONNECT’s Operations Roundtable partnering with APICS, SCLN and AME.

Among the topics that will be discussed:

  • Identifying Supply Chain Risks and what to consider for minimizing such Risks: Regulations, Globalization, Political unrest
  • Having a nimble, yet robust supply chain process as the backbone of any New Product Launch (NPI) team.
  • Supply Chain is instrumental in faster New Product Launches and time to  Revenue
  • How current Supply Chain theory plays out in the real world
  • How to improve your Supply Chain Stability
  • How you can drive others to make your Supply Chain tasks more efficient – and predictable

About the Speakers:

Dan Castello has been in the position of Strategic Supply Chain Solutions Manager at Arrow Electronics (www.arrow.com) since 2000.  He is responsible for the Southwest Region as well as global customers in the aerospace and defense industry.  In this capacity, Dan works closely with the customer to develop an understanding of their goals, objectives and business needs, evaluate current practices, and design and implement custom supply chain solutions.  Dan is a certified Lean Six Sigma Black Belt.Prior to his time at Arrow, Dan held various positions at the Boeing Company in Seattle, WA, Philadelphia, PA, Cape Canaveral, FL and Long Beach, CA.  These positions included responsibility for logistics, manufacturing, operations, test and supply chain management on various space and defense programs.

Dan earned an MBA, with emphasis in Operations Management from Seattle University in 1992.  His undergraduate degree in Nuclear Engineering from Penn State University was awarded in 1983.  Dan is an active member of APICS and also serves on the Steering Committee for the Supply Chain Council Aerospace & Defense SIG.

Tonya L. Dubrish has been the Global Supply Chain Director (recently changed to Director, Inventory, Planning & NPI) at DJO Global, LLC, a Blackstone Company, for the past 6 years.  In this role she has been leading supply chain analysis, inventory strategies, inventory planning (particularly on new product launches due to volatility of demand), total cost of supply analysis and Make vs. Buy models, as well as monitoring and driving numerous supply chain metrics across DJO’s global manufacturing and distribution sites.   During her time at DJO Global, she has managed the development and implementation of inventory reduction strategies across six ERP platforms, 20 manufacturing/distribution sites and over five divisions.  Tonya developed and implemented supply chain standard operating processes for NPIs at DJO, leading to faster product launches to market, with greater supply chain efficiency, than ever before at DJO.  Prior to joining DJO Global, Tonya was at Videojet Technologies, a Danaher company headquartered in Chicago, where she held multiple roles including Global Supply Chain Planning Manager, Continuous Improvement Manager, Americas, and NPI Procurement Buyer.   Tonya has a B.S. in Supply Chain Management from Arizona State University.  She has her Six Sigma Green Belt and a Master Black Belt in Transactional Process Improvement and Standard Work through the Danaher Business System program.

Andrew Pietanza, P.E. Supply Chain Manager Nordson Carlsbad, CA.  Andrew has over 20 years of experience in engineering, operations, program management, and supply chain management.   Prior to Nordson he was Director of Operations at Palomar Technologies where he oversaw custom automation, program management, in-house production and overseas contract manufacturing. Andrew also worked at Sony Electronics where he held various engineering positions including Engineering Manager. He holds a Bachelor’s degree in Mechanical Engineering from the University of the Pacific and an MBA from San Diego State University Executive MBA program.  Andrew is a Six Sigma Blackbelt and licensed California Professional Engineer.

 

More Information:

Date: Wednesday, September 10th

Time 7:30am – 10:00am – Registration from 7:30am – 7:45am

Cost: CONNECT, APICS, SCLN, & AME: Complimentary Attendance is provided by CMTC*

Non-Members: $40.00

Location – UCSD Extension, 6256 Greenwich Dr, San Diego, CA, 92122 (116&117)

A light breakfast will be provided

For more information contact Rachel Max, rmax@connect.org

cmtc*CMTC’s Mission: To create solutions for manufacturing growth and profitability. CMTC is a private, mission-based non-profit Corporation, affiliated with the National Institute of Standards and Technology’s (NIST) Hollings Manufacturing Extension Partnership (MEP). Our affiliation assures performance standards that translate into customer service with consistent high benefits and satisfaction.

 

Sep
16
Tue
CONNECT FrameWorks Workshop: Art of the Start-Up @ TBD
Sep 16 @ 8:00 am – 11:30 am

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Register Here!

The Art of the Start-up

In partnership with Procopio, Cory, Hargreaves & Savitch LLP

Program Overview:
For entrepreneurs, deciding to form a company, or become involved with a start-up, presents enormous challenges. Navigating around legal, fund raising and other issues can often seem overwhelming, and traps for the unwary or uninformed are numerous. However, successfully avoiding the most common pitfalls made by entrepreneurs can make a significant difference as to whether or not a company is fundable, the sources and types of capital that will be attracted, who controls the company, the economic impact on founders upon exit, and a company’s likelihood of success. In this interactive half day workshop, Roger Rappoport will discuss these and other issues in three interactive sessions.

What you will learn:

  • Start-up Issues Generally—including, choices in entity selection; an appropriate capitalization table, including how much stock to set aside for employees, consultants, board and advisory board members and the perils of Section 409A; Founders’ issues, including amount and allocation of founders’ stock (including Series FF Preferred Stock), vesting, assignment of intellectual property, employment/consulting agreements and more;
  • Developing and Executing the Right Funding Strategy—including a discussion related to seed, angel and venture capital funding, appropriate funding instruments for each round, including the pros and cons of selling equity, convertible debt, and venture debt; selecting, and gaining access to, the right funding partner; and valuation, and things to do to increase the pre-money value of the company.
  • The Anatomy of a Term Sheet— a brief discussion on the anatomy of the term sheet, including, understanding the structure of, and the provisions that will most likely be included in, a convertible debt and venture financing term sheet; how to arrive at a realistic pre-money valuation; the economic impact of certain terms on existing shareholders; the provisions that affect the degree to which current founders and management will have to relinquish control of major and/or day-to-day decision making; and the most recent trends relating to liquidation preferences, participation rights, anti-dilution provisions, pay-to-play provisions, redemption rights, registration rights, rights of first refusal and co-sale rights, and more.

 

Who should attend:
Founders, CEOs, and managers who are looking to start a company and develop and implement a funding strategy or are seeking funding, as well as scientists and technology experts considering a business start-up in need of financing.  Please no competing attorneys.


About the Presenter:

Roger Rappoport is a partner with the law firm of Procopio, Cory, Hargreaves and Savitch in San Diego, and leader of the Emerging Growth & Technology practice group within the firm.  Mr. Rappoport has extensive experience counseling start-up and emerging growth companies in the information technology, telecommunications, life sciences and cleantech industries. He also represents high net worth individuals, angel and venture capital investors who focus on investing in companies in these industries. His practice includes corporate formation and entity selection, corporate governance, assisting clients with the development of a funding strategy (and the alternatives available to entrepreneurs); venture capital and other private equity financings, convertible note and other debt financing arrangements; mergers and acquisitions, corporate reorganizations and restructurings, the implementation of equity incentive plans, licensing, OEM and VAR and distribution arrangements. Mr. Rappoport is a frequent speaker and panelist on topics and issues related to the development and implementation of a company’s funding strategy, positioning a company to maximize its pre-money valuation, the art and benefits of selecting and partnering with the right investors, and effectively negotiating the terms of a debt or financing transaction. 

Event Details:

Date: Tuesday September 16, 2014

Time: 8:00 a.m. – 11:30am

Location: TBD

Note: A light breakfast will be provided for participants.

Contact: Jackie Leard

Email: jleard@connect.org
Phone: 858-964-1335

Fees:

CONNECT/MITEF Member: FREE

General Public: $20

At the Door $45

*Registration will close on or before September 15

Register Here!

 

 

 

Sep
24
Wed
CONNECT FrameWorks Workshop: Basics of Obtaining Commercially Effective IP @ The Offices of Pillsbury Winthrop Shaw Pittman, LLP
Sep 24 @ 8:00 am – 11:30 am

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Register Here!

Basics of Obtaining Commercially Effective IP
In partnership with Pillsbury Winthrop Shaw Pittman LLP

Program Overview:
Intellectual property rights are often key to the foundation, growth and ultimate survival of a company.  For technology and bioscience companies, the ability to raise funding is dependent on establishing a sound intellectual property portfolio and strategy.

This program will give you a basic understanding of IP with emphasis on innovation protection using the patent system and trade secrets.  It will also cover the legal requirements and basic process for obtaining a patent and the effect of recent major changes to the U.S. patent system.

What you will learn:

  • The interplay of trade secrets and patents, including their relative advantages and disadvantages
  • The types of inventions protectable by patents
  • The criteria that must be met in order to obtain patent protection
  • Recent patent rule changes and how they will affect patent rights and strategy

Who should attend:
This workshop is reserved for Founders, CEO’s, Entrepreneurs, Managers, Researchers, VCs, Business Development Professionals and Scientists, ONLY.  Please, no competing law firms.

About the Presenter:

John Wetherell, J.D., PhD. has over 25 years’ experience in intellectual property law.  His counseling experience includes intellectual property acquisition, transactional due diligence, patent infringement and validity analyses, freedom-to-operate opinions, as well as licensing and strategic counseling.  Dr. Wetherell’s patent prosecution experience includes obtaining U.S. and foreign protection in biotechnology areas such as molecular biology, immunology, nanotechnology, medical diagnostics, microbiology and pharmacology.  He also evaluates intellectual property portfolios for both companies and investors.

At Pillsbury, Dr. Wetherell is the partner in charge of the Intellectual Property practice group in the San Diego office, co-leader of the National Life Science industry group, leader of the Stem Cell Outlook and Planning Effort (SCOPE), and a member of the Clean Technology Group.

Date:  September 24, 2014

Time:  8:00 a.m. – 11:30 a.m. (Optional Lunch 11:30 a.m. – 12:30 p.m.)

Location:  The Offices of Pillsbury Winthrop Shaw Pittman, LLP

12255 El Camino Real, Suite 300

San Diego, CA  92130

Note:  A light breakfast will be provided for participants, as well as an optional lunch following the workshop for further questions and discussion.

Contact:  Jackie Leard

Email:  jleard@connect.org
Phone:  858-964-1335

Fees: 

CONNECT/MITEF Member: FREE

General Public: $20

At the Door $45 (subject to availability)

Registration will close on or before September 23

Register Here!

 

Oct
23
Thu
CONNECT FrameWorks Workshop: Establishing an Effective Bioscience IP Portfolio @ The Offices of Pillsbury Winthrop Shaw Pittman, LLP
Oct 23 @ 8:00 am – 11:30 am

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Register Here!

Establishing an Effective Bioscience IP Portfolio

In partnership with Pillsbury Winthrop Shaw Pittman LLP

Program Overview:
Bioscience companies rely more heavily on having an effective intellectual property portfolio than do companies based on other technologies. Often, the time required to reach product commercialization in biosciences is several years in the future. As a result, one of the greatest assets for the company is its intellectual property portfolio. Both a sword and a shield, a strong portfolio enables the company to protect the promise that it will be able to maintain a proprietary position in the market relative to its competitors. As a result of its pivotal role in the future success of the bioscience company, the presence of an effective portfolio is key to attracting potential investors.

This workshop will cover basic elements involved in developing a commercially meaningful intellectual property portfolio for a bioscience company. Topics that will be discussed include identifying and protecting bioscience inventions, as well as decision making in developing, managing and investing in the portfolio.

Benefits of Attending:

  • Effects of recent court decisions on the patentability of genetic material and diagnostic techniques
  • How to identify protectable bioscience inventions
  • The types of hurdles that must be cleared in obtaining meaningful patent protection
  • Strategic use of intellectual property
  • Biosimilars
  • Generic competition

A light lunch will follow the workshop for further questions and discussion for interested parties.

Who should attend:
This workshop is reserved for Founders, CEO’s, Entrepreneurs, Managers, Researchers, VCs, Business Development Professionals, and Scientists, ONLY.  Please, no competing law firms.

About the Presenter:

John Wetherell, J.D., PhD. has over 25 years’ experience in intellectual property law. His counseling experience includes intellectual property acquisition, transactional due diligence, patent infringement and validity analyses, freedom-to-operate opinions, as well as licensing and strategic counseling. Dr. Wetherell’s patent prosecution experience includes obtaining U.S. and foreign protection in biotechnology areas such as molecular biology, immunology, nanotechnology, medical diagnostics, microbiology and pharmacology. He also evaluates intellectual property portfolios for both companies and investors.

At Pillsbury, Dr. Wetherell is the partner in charge of the Intellectual Property practice group in the San Diego office, co-leader of the National Life Science industry group, leader of the Stem Cell Outlook and Planning Effort (“SCOPE”), and a member of the Clean Technology Group.

Event Details:
Date:
October 23, 2014
Time: 8:00 a.m. – 12:00 p.m. (Optional Lunch 12:00 p.m. – 1:30 p.m.)
Location: The Offices of Pillsbury Winthrop Shaw Pittman, LLP

12255 El Camino Real, Suite 300

San Diego, CA 92130
Note: A light breakfast will be provided for participants, as well as an optional lunch following the workshop for further questions and discussion.
Contact:  Jackie Leard

Email:  jleard@connect.org
Phone:  858-964-1335

Fees:

CONNECT/MITEF Member: FREE

General Public: $20

At the Door $45 (subject to availability).

Registration will close on or before October 22

Register Here!
Nov
5
Wed
CONNECT FrameWorks Workshop: Mergers & Acquisition @ TBD
Nov 5 @ 8:00 am – 11:30 am

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Register Here!

Mergers and Acquisitions in Today’s Economic Environment

In partnership with Allen Matkins

Program Overview:

Despite continuing high unemployment, debt overhang and seemingly endless regulatory and fiscal changes, opportunities for acquiring or selling a company still exist.  In order to successfully navigate an M&A transaction in this challenging economic environment, it is critical that buyers and sellers understand what will be required to be successful in their strategic transaction efforts, particularly in today’s challenging environment.

What you will learn:

  • How companies are obtaining financing in today’s market;
  • How to properly conduct due diligence from a buyer’s and seller’s perspective;
  • Current landscape of the M&A market (valuations, financing alternatives and deal trends);
  • How to address a variety of confidentiality concerns in an M&A transaction;
  • How making operational, financial and legal decisions can help your company maintain its value and remain an attractive partner through the sale process;
  • How operating efficiency, customer/supplier quality, strategic focus, key management effectiveness and other non-financial metrics affect valuations and deal terms; and
  • ·         How to plan and implement a successful post-acquisition integration strategy.

Who should attend:
Anyone on either the buy and sell side who is preparing to engage in a potential merger, sale or acquisition or who wants to have a clear acquisition or disposition strategy in place.

Date: Wednesday, November 5 2014

Time: 8:00 a.m. – 11:30 a.m.

Location:  TBD

Note: A light breakfast will be provided for participants

Contact: Jackie Leard

Email: jleard@connect.org
Phone: 858-964-1335

Fees:

CONNECT/MITEF Member: FREE

General Public: $20

At the Door: $45

*Registration will close on or before November 4.

Register Here!

 

Nov
20
Thu
CONNECT FrameWorks Workshop: Business Aspects of Patents @ The Offices of Pillsbury Winthrop Shaw Pittman, LLP
Nov 20 @ 8:00 am – 11:30 am

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Register Here!

Business Aspects of Patents: A Primer for the Non-Patent Lawyer
In partnership with Pillsbury Winthrop Shaw Pittman LLP

Program Overview:
Intellectual property plays a seminal role in the success of many companies.  While adequately protecting innovation is a major economic driver, as with any valuable asset, if it is not properly managed its full potential will not be realized and the company will fail.

This program will focus on the role key business factors play in capturing, managing, and exploiting the intellectual property of the company.

What you will learn:

  • The role of intellectual property in the deal
  • Business transactions where patents are a significant factor
  • Issues of importance to potential investors
  • Key licensing provisions to consider when exploiting the patent portfolio

Who should attend:
This workshop is reserved for Founders, CEO’s, Entrepreneurs, Managers, Researchers, VCs, Business Development Professionals, and Scientists, ONLY.  Please, no competing law firms.

About the Presenter:

John Wetherell, J.D., PhD. has over 25 years’ experience in intellectual property law.  His counseling experience includes intellectual property acquisition, transactional due diligence, patent infringement and validity analyses, freedom-to-operate opinions, as well as licensing and strategic counseling.  Dr. Wetherell’s patent prosecution experience includes obtaining U.S. and foreign protection in biotechnology areas such as molecular biology, immunology, nanotechnology, medical diagnostics, microbiology and pharmacology.  He also evaluates intellectual property portfolios for both companies and investors.

At Pillsbury, Dr. Wetherell is the partner in charge of the Intellectual Property practice group in the San Diego office, co-leader of the National Life Science industry group, leader of the Stem Cell Outlook and Planning Effort (SCOPE), and a member of the Clean Technology Group.

Date:  November 20, 2014

Time:  8:00 a.m. – 12:00 p.m. (Optional Lunch 12:00 p.m. – 1:30 p.m.)

Location:  The Offices of Pillsbury Winthrop Shaw Pittman, LLP

12255 El Camino Real, Suite 300

San Diego, CA  92130

Note:  A light breakfast will be provided for participants, as well as an optional lunch following the workshop for further questions and discussion.

Contact:  Jackie Leard

Email:  jleard@connect.org
Phone:  858-964-1335

Fees: 

CONNECT/MITEF Member: FREE

General Public: $20

At the Door $45 (subject to availability)

Registration will close on or before November 19

Register Here!
Dec
4
Thu
Most Innovative New Product Awards @ Hyatt Regency La Jolla
Dec 4 @ 5:00 pm – 8:30 pm

The Most Innovative New Product Awards, CONNECT’s largest and most prestigious event, attracts more than 700 of the region’s top business leaders, researchers and capital providers. CONNECT continues its tradition of honoring San Diego’s celebrities of innovation along with the groundbreaking new products launched in the last year. More than 100 companies will compete in the rigorous judging process. The MIP awards is to San Diego’s innovation industry what the Academy Awards® is to the movie industry.

 

Save The Date for the 2014 MIP Awards!

DATE: Thursday, December 4, 2014
LOCATION: Hyatt Regency La Jolla
3777 La Jolla Village Drive
San Diego, CA 92122
TIME: 5:00pm – 8:30pm

5:00-6:30pm // Finalist Exhibit Hall opens
6:30-8:30pm // Awards Presentation and Dinner