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NIH/NSF SBIR Phase I, Phase II & Commercialization Prep Conference

October 16 @ 8:00 am - October 17 @ 5:00 pm

October 16-17, 2019 – Roanoke, VA

SBIR grants (Small Business Innovation Research) and its sister STTR grant program Small Business Technology Transfer) provide $150K - $1.5M in early stage R&D funding for high risk, market focused technology development.

The National Institutes of Health SBIR/STTR program has $1B available in 2019, and NSF over $200M!

This two-day program provides detailed planning and proposal preparation tips for the NSF and NIH SBIR/STTR programs, commercialization planning for Phase II and Phase III efforts, and support programs.
Day 1: Phase I and II SBIR/STTR Essentials for NIH & NSF
Find out if your technology is a fit for National Science Foundation or National Institutes of Health funding at this workshop, presented by SBIR expert, Shannon Bass, of the nationally recognized SBIR consulting firm BBC Entrepreneurial Training & Consulting (BBCetc). In addition to reviewing SBIR/STTR basics, Shannon will
provide an overview of the SBIR/STTR programs at the National Science Foundation and the National Institutes of Health. She will cover the distinguishing features and technology areas addressed by each agency, their review practices, planning your project, writing for impact, key considerations for both Phase I and Phase II proposal writing and activities you can initiate during Phase I to lay the foundation for Phase II.
Day 2: Commercialization Planning for NIH and NSF SBIR/STTR Projects
Shannon Bass will present an in depth discussion of steps to take to build a credible commercialization plan.
Rob Vinson from the NIH SBIR/STTR Program will present information on the support offered to NIH SBIR/STTR applicants and awardees. And other special guest speakers will cover topics relevant to early stage technology companies, including state SBIR proposal support, state grant funding programs, state investment funding, cost control systems, R&D Tax Credits, IP protections, Federal contracting support, and more!
AGENDA: Times Subject to Change
Day 1: Phase I & II SBIR/STTR Essentials for NIH & NSF
 8:00-8:30AM – Check-in, Coffee/Bagels provided
 8:30-8:40AM – Welcome Remarks and SBIR Support for Virginia Based Companies.
o Robert Brooke, Dir. Federal Funding Program, CIT
 8:40-10:30AM – Intro to SBIR/STTR; Compare/contrast various agencies, including NSF and NIH;
Strategy Tips for Before You Write; What’s New.

o Shannon Bass, BBC ETC
 10:30AM: NSF Proposal Preparation for Phase I and Phase II.
 12:00PM: Sponsored Lunch – Cost Control Tips to Maximize Profit: If you don’t know your costs, more revenue could actually result in less profit. This session provides practical tips to understand and manage your costs.
o Jim Galvin, AtWork Systems
 12:45PM-4:30PM: NIH Proposal Preparation for Phase I & Phase II -- Step by step guide for
writing your SBIR/STTR. Shannon Bass, BBC ETC
Day 2: NSF/NIH SBIR Commercialization Planning & Support Resources
 8:00-8:30AM: Check-in, Coffee/Bagels provided
 8:30AM-Noon: NIH/NSF SBIR Commercialization Plan Development -- Early-stage
companies often overlook commercialization, which is the crux of any discussion of funding, and particularly important during Phase II proposal preparation. A credible commercialization strategy not only helps you evaluate your customers and market, it is critical to garnering the attention of funding sources. In this program, Shannon Bass will cover key components of an effective plan, how to find and use cost-effective market research to direct your efforts, supporting documents you will need and other
tips for writing a winning plan. Rob Vison from the NIH SBIR/STTR Program will present information on the support offered to NIH SBIR/STTR applicants and awardees.
o Shannon Bass, BBC ETC

 12:00-12:20PM: Working with NIH SBIR/STTR: Support for Applicants and Awardees.
Presented by Rob Vinson, NIH SBIR/STTR Assistant Program Manager
 12:20PM-12:50PM: LUNCH & Networking
 12:50-1:15PM: R&D Tax Credits – Don’t Leave Money on the Table (or with Uncle Sam),
Recent law changes now allow qualified small businesses to elect to use a credit against the employer portion of social security taxes, instead of just against their income tax liability. This opportunity provides an immediate cash benefit back to the business. Learn what some of the rule and qualifications are, and what this could mean to your small business.
o Charlie Richardson, Tri Merit
 1:15--2:30PM: Customer Discovery for SBIR Applicants & Awardees – Based on the
National Science Foundation’s I-Corps™ program for Lean Startups, ICAP helps inventors and entrepreneurs take the right first steps in bringing new technologies and innovations to market. ICAP helps startups identify potential customers and develop successful business models based on that knowledge. This session provides an overview of the customer discovery concepts presented in the 2- week ICAP program, available at SBDC locations across Virginia.
o Bob Smith, Innovation Commercialization Assistance Program (ICAP)
 2:30-2:45PM -- BREAK
 3:00-3:15PM – Seeking Venture Funding -- Tips for First Timers
o Jennifer O’Daniel, Investment Director, CIT GAP Funds
 3:15-4:00PM: State Support Resources:
o SBIR/STTR Support for Applicants, Robert Brooke, Dir. SBIR Support Programs, CIT
o CRCF Grants, Robert Brooke, Dir. SBIR Support Programs, CIT
o PTAC Support For SBIR Companies, Lisa Wood, State Director, Virginia PTAC
o SBDC Program Support, Speaker TBD
 4:00-4:30PM -- IP Strategies for SBIR Applicants & Recipients
o Woods Rogers PLC
 4:30PM -- ADJOURN
Roanoke Higher Education Center
108 N Jefferson St., Roanoke, VA 24016
DIRECTIONS/PARKING: https://www.education.edu/directions-and-parking/
Virginia based small tech firms & University: $75 per person (or $50 for one day)
All Others: $200 per person
Robert Brooke, Center for Innovative Technology
703-689-3080 -- Robert.brooke@cit.org

CRATER PTAC is happy to share this information but has no affiliation with the host and is not the sponsor of this event.  Any questions must be referred to the POC above.


October 16 @ 8:00 am
October 17 @ 5:00 pm


Roanoke Higher Education Center
108 N Jefferson Street
Roanoke, VA 24016 United States
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