Events

Mar
31
Tue
Federal Budget Impacts on San Diego’s Innovation Economy @ University Club Atop Symphony Towers
Mar 31 @ 7:00 am – 9:30 am

SDCTA - BC

CONNECT

Join CONNECT and the San Diego County Taxpayers Association for a discussion on:

Federal Budget Impacts on San Diego’s Innovation Economy

Hear from innovators and legislators—what does San Diego’s innovation economy need to succeed? Are federal dollars at risk? What is being done in D.C. to help our region?

Don’t miss the chance to hear our panel of experts discuss all these topics and more. Space is limited, so reserve your spot today!

REGISTER HERE

Panelists

Peters_Scott_round

Congressman Scott Peters – U.S. House of Representatives

 

 

 

 

 

 

 

Farrell_Peter_round

Peter Farrell, , PhD, DSc, AM – Founder and Chairman of the Board, ResMed

Wilson_Stephen_round

Stephen Wilson, Ph.D. – Executive Vice President & Chief Adiminstrative Officer
La Jolla Institute For Allergy & Immunology

Zortman, James_ME

James Zortman – Sector Vice President, Northrup Grumman Aerospace Systems

 

Moderator:

Lewis_Scott

Scott Lewis- Editor in Chief, Voice of San Diego

Date: March 31, 2015

Time: 7:00am-9:30pm

Registration & Networking: 7:00 a.m.
Program & Breakfast: 8:00 a.m.- 9:30 a.m.
Please arrive early to allow time for parking and registration; Meter parking is recommended

Location: University Club Atop Symphony Towers
750 B Street, #3400 San Diego, CA 92101

Map It!

Individual Ticket Cost:
CONNECT or SDCTA Member: $60
Non-Member: $90

Table of Ten Cost:
CONNECT  or SDCTA Member: $500
Non-Member: $750

Event Partner:

CONNECT

Thank you to our Sponsors:

Series Sponsor:

SDGE

 

Presenting Sponsor:

VoSD

 

CONNECT FrameWorks: Protect Your IP! The Basics You’ll Need from A to Z @ CONNECT
Mar 31 @ 8:00 am – 11:30 am
Register Here!

CONNECT FrameWorks Workshops present

Protect Your IP! The Basics You’ll Need from A to Z

In partnership with Procopio, Cory, Hargreaves & Savitch LLP

 Program Overview:

Intellectual property (IP) rights are frequently the most valuable assets a company has and frequently not protected adequately.  Identifying and protecting a company’s intellectual property rights is imperative for raising funding and for the future success of a company.

This program will give you a basic understanding of the different types of IP protection, how to identify IP rights, and how to protect IP rights, with a particular emphasis on patents.

What you will learn:

  • How to identify and protect IP rights through patents, trademarks, copyrights, and trade secrets
  • Common mistakes to avoid in regard to protection of your company’s IP rights
  • Recent patent rule changes, especially in regard to protection of software and business methods

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:

Stephen Beuerle is a patent attorney and partner in the Intellectual Property Law Group at Procopio, Cory, Hargeaves and Savitch, LLP.   Mr. Beuerle has over twenty years experience as a patent practioner.  He served as the head of Procopio’s Intellectual Property Law Group and as a member of the firm’s management committee.  Mr. Beuerle has obtained hundreds of patents and registered trademarks for his clients and has issued over ten patents on his own inventions.

Date: Tuesday March 31, 2015

Time: 8:00 a.m. – 11:30 a.m.

Location:  CONNECT
8950 Villa La Jolla Drive, Suite A-124
La Jolla, CA 92037
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Note: A light breakfast will be provided for participants

Contact: Jackie Leard

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

Fees:

CONNECT Member FREE
General Public $20
At the Door $45. (subject to availability)
*Registration will close on or before March 30

Register Here!
Apr
8
Wed
Operations Roundtable- A3 Problem Solving: Developing “Thinking Problem Solvers” @ HM Electronics
Apr 8 @ 7:00 am – 9:30 am
Register Here!

The CONNECT Operations Roundtable Presents:

A3 Problem Solving
Developing “Thinking Problem Solvers” 

What you’ll learn 

  • Receive an overview of A3 Problem Solving
  • Understand the roles and responsibilities of the A3 owner and the A3 coach
  • Be able to differentiate between teaching and coaching
  • Learn what Socratic Coaching is

While A3s have received much attention as of late, many organizations put the primary focus on the form, rather than the process. Since effective problem solving requires unique knowledge and skills we need to understand how to develop individuals with those capabilities. This is where the A3 Coach comes into play.

About the speaker

Mike Osterling is a facilitator, coach, trainer and author. With more than 30 years of leadership experience, he has played a pivotal role in leading transformations in industries such manufacturing, oil production, construction healthcare and service. Prior to consulting he played a key role in the transformation at a number of Schneider Electric plants. A founder of San Diego State University’s Lean Enterprise Certificate Program in 1999, he continues to teach there as well as at other universities. Fluent in Spanish, Mike earned his MBA in International Business and a BS in Production and Operations Management. He’s a Certified Trainer for the Implementation of Lean Manufacturing, and is a Six Sigma Black Belt. Mike has authored multiple books including “Value Stream Mapping” and “The Kaizen Event Planner.” As a consultant Mike supports companies on their Lean Transformation Journey.

Apr
9
Thu
CONNECT FrameWorks: Corporate Valuations @ Sanford-Burnham Medical Research Institute
Apr 9 @ 8:00 am – 11:30 am
Register Here!

CONNECT FrameWorks Workshops presents

Corporate Valuations

In partnership with Allen Matkins Leck Gamble Mallory & Natsis LLP

Program Overview: 

 Through a series of real world case studies and interactive group discussion, this program will cover a range of valuation issues and topics focused on: 

  • Valuation issues related to intellectual property in licensing, manufacturing and M&A transactions
  • How valuation methodologies can optimize transaction outcomes for both buyers and sellers  in M&A and other transactions
  • Valuation related to buy/sell agreements, shareholder agreements and partner/owner buyouts
  • How to value privately held shares and restricted stock and properly apply minority interest, marketability, blockage and other discounts
  • How to avoid pitfalls associated with Equity Incentive Plans and Private Company Stock issuances under Internal Revenue Code Section 409A

Who should attend:  

Business owners, senior executives, and other professionals who want to develop a strategy to optimize company growth and liquidity, maximize valuation and capitalize on strategic transactions.   

About the Presenters: 

Joe Davidson is the firm-wide Director of the Corporate & Finance Department at Allen Matkins Leck Gamble Mallory & Natsis LLP, resident in the firm’s San Diego office.  Since 1979, Joe has advised and represented a broad variety of companies and entrepreneurs in both thriving and distressed economic environments in corporate and securities matters, mergers and acquisitions, public and private securities offerings, joint ventures, and strategic partnerships.

Clark Libenson is a corporate partner in the San Diego office of Allen Matkins Leck Gamble Mallory & Natsis LLP, where his practice focuses on corporate finance and business transactions.  Clark services clients’ needs in public offerings and private placements of equity and debt, real estate securities, corporate reorganizations, mergers and acquisitions, employee equity and compensation arrangements, corporate governance, and board advisory matters.

Allan A. Siposs is Managing Director and Head of FMV Capital Markets, LLC, which provides services relative to mergers, acquisitions and divestitures of middle-market companies.  For over two decades, Mr. Siposs has assisted hundreds of business owners by planning and directing the sale of their companies, and he has earned numerous awards for his deal making prowess.  Mr. Siposs provides a variety of strategic services and advice to a broad cross?section of middle?market companies.  His extensive knowledge of business valuations and the M&A process provide unparalleled expertise and insight to shareholders and other stakeholders.  Mr. Siposs specializes in the valuation and sale of privately held businesses, with an emphasis on the development and implementation of strategies to rapidly achieve client objectives and maximize shareholder value.  Mr. Siposs has developed value?enhancing strategies resulting in total increased shareholder net worth of hundreds of millions of dollars.

Josh Harmsen is a principal at Solis Capital Partners, and is responsible for identifying and executing investment opportunities, and supporting portfolio company investments. Mr. Harmsen joined Solis in 2010, and brings a wealth of strategic, operational and financial experience. Mr. Harmsen previously was an associate with Morgan Stanley in its financial sponsors group in San Francisco, where he focused on the firm’s private equity clients. Prior to graduate school, he served in a variety of operating-related roles at Ford Motor Company, including product development, project management and automotive strategy for Ford of Europe. Mr. Harmsen earned a Master of Business Administration degree from Harvard Business School and a Bachelor of Science degree in mechanical engineering from the University of Michigan.

Allen Matkins Leck Gamble Mallory & Natsis LLP has been approved as a continuing legal education provider of Minimum Continuing Legal Education credit by the State Bar of California. This program will qualify for MCLE credit in the amount of 2.50 hours.

Date: Thursday April 9, 2015

Time: 8:00 a.m. – 11:30 a.m.

Location:  Sanford-Burnham Medical Research Institute
10905 Road to the Cure, San Diego, CA 92121
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Note: A light breakfast will be provided for participants

Contact: Jackie Leard

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

Fees:

CONNECT Member FREE
General Public $20
At the Door $45. (subject to availability)
*Registration will close on or before April 8

Register Here!
Apr
22
Wed
CONNECT FrameWorks: Beginning With the End in Mind: Top 10 Mistakes You’re Likely Making Now That Could Blow Up Your Exit @ CONNECT
Apr 22 @ 8:00 am – 11:30 am
Register Here!

CONNECT FrameWorks Workshops present

Beginning With the End in Mind: Top 10 Mistakes You’re Likely Making Now That Could Blow Up Your Exit      

In partnership with Procopio, Cory, Hargreaves & Savitch LLP

 Program Overview:

We all know entrepreneurs operate on that thin line between getting done what needs to be done and controlling costs.  And sometimes, controlling costs means letting the legal “niceties” slip.  But some legal issues, if left unaddressed, can significantly reduce an entrepreneur’s likelihood of being able to close an acquisition, even if the business is otherwise doing well.  In his presentation, Mr. Johnson covers the top ten things that, in his experience, entrepreneurs routinely do (or ignore) that can significantly increase the risk of blocking their exit.

What you will learn:

  • What diligence items acquirors care most about;
  • The relative gravity of certain different types of legal risks;
  • Current landscape of the M&A market; and
  • Where to best spend your limited legal dollars.

Who should attend: 

Anyone preparing to engage in a potential merger, sale or acquisition, and in particular from the sales side.  Buyers will also learn what other buyers find important in terms of diligence and acceptable levels of legal risk.

About the Presenter:

Paul is Co-chair of the firm’s Mergers & Acquisitions and Strategic Join Ventures practice group. His practice focuses on buy and sell-side mergers and acquisitions, venture capital investments, securities offerings and compliance, startup companies and general business counseling.

Paul has counseled some of San Diego’s most successful technology companies, including Illumina, QUALCOMM and Life Technologies, in acquisitions, public and private securities offerings, SEC compliance and general corporate governance. He has also guided a number of smaller companies through important events in their life-cycle, including formation, venture capital and angel financings and sell-side mergers and acquisitions. Paul has also sold clients to strategic and private equity investors including Google, Motorola, National Semiconductor, Novell, SAIC, Technicolor, Texas Instruments, Titan, HealthStream and other household names. Paul also regularly represents venture capitalists and private equity firms in connection with their investments.

Date: Wednesday April 22, 2015

Time: 8:00 a.m. – 11:30 a.m.

Location:  CONNECT
8950 Villa La Jolla Drive, Suite A-124
La Jolla, CA 92037
Map It!

Note: A light breakfast will be provided for participants

Contact: Jackie Leard

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

Fees:

CONNECT Member FREE
General Public $20
At the Door $45. (subject to availability)
*Registration will close on or before April 21

Register Here!
May
6
Wed
CONNECT FrameWorks: Licensing Fundamentals for the Business Executive @ CONNECT
May 6 @ 8:00 am – 11:30 am
Register Here!

CONNECT FrameWorks Workshops present

Licensing Fundamentals for the Business Executive

In partnership with Jones Day

Program Overview:

What is a license? What are the most commonly negotiated provisions by the business team? How do you prepare to negotiate a licensing agreement? What are the pitfalls to watch out for? What questions do you as licensor or licensee need to ask to ensure that your needs are met? This half-day workshop will present the fundamental concepts of licensing and explain how these concepts are reflected in a contract, such as provisions regarding IP rights, royalties, exclusivity and technology transfer. To further demonstrate the points, the workshop will use example clauses specific to pharmaceuticals, biotech and software, but the concepts will be universally applicable to all industries and subject matter.

What you will learn:

  • The role of licensing within different types of commercial transactions
  • The types of rights that can be licensed
  • Common methods of calculating and paying royalties, with publicly available industry examples of actual amounts paid
  • Common pitfalls to avoid in licensing
  • Hotly negotiated licensing provisions and the licensor’s and licensee’s view of each
  • Where and what information to seek when conducting diligence

Who should attend:

Founders, CEOs, Entrepreneurs, Business Development Professionals, Inventors and IP Managers who are seeking fundamental knowledge about licensing, as well as scientists and technology experts considering a start-up business in need of licensing.   There will be ample time for networking and Q&A provided.  Please, no competing law firms.

About the Presenter:  

Tom Briggs‘ focuses on representing clients in commercial transactions where intellectual property, technology, information, and knowledge are a substantial component or reason for the deal.  He has particular experience with licenses, joint development, strategic alliances, joint ventures, mergers, acquisitions, divestitures, and settlement agreements.

 Tom is co-leader of the Licensing & Technology Transactions team within Jones Day’s IP Practice and resident in the Jones Day’s San Diego office on El Camino Real in Carmel Valley.

Date: Wednesday May 6, 2015

Time: 8:00 a.m. – 11:30 a.m.

Location:  CONNECT
8950 Villa La Jolla Drive, Suite A-124
La Jolla, CA 92037
Map It!

Note: A light breakfast will be provided for participants

Contact: Jackie Leard

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

Fees:

CONNECT Member FREE
General Public $20
At the Door $45. (subject to availability)
*Registration will close on or before May 5

Register Here!
Jun
10
Wed
Rock Stars of Innovation @ Sanford Consortium for Regenerative Medicine
Jun 10 @ 7:30 am – 6:30 pm

rockstars2015-banner-ad

 

SAVE THE DATE – June 10, 2015

 

Rock Stars of Innovation Summit is an annual, day-long gathering which showcases cutting-edge discoveries and ground-breaking innovations originating from San Diego’s acclaimed research institutions, eminent corporations and leading start-ups.

Now in its 7th year, the Summit serves as a forum that brings together forward-thinking leaders and science/technology-minded individuals interested in hearing about the latest breakthroughs in research and the next wave of disruptive technologies. Featuring a mix of keynotes, panel discussions and informal conversations, Rock Stars of Innovation is designed with ample opportunities for networking in a relaxing and welcoming setting. The format is tailored to foster early conversations among researchers, innovators, strategic partners, and capital providers to share ideas and develop potential partnerships.

 

DATE:

June 10, 2015

TIME:

Program:                     8:00am – 4:30pm (registration begins at 7:30am)
Sunset Reception:      4:30pm – 6:30pm

VENUE:

Sanford Consortium for Regenerative Medicine
2880 Torrey Pines Scenic Drive, La Jolla, CA 92037