OBI Expert Office Hours

//OBI Expert Office Hours
OBI Expert Office Hours 2018-01-22T11:01:41+00:00

The OBI Expert Office Hours program helps Oregon-based entrepreneurs in the healthcare innovation space connect with vetted experts from the OBI’s network for pro bono advice and assistance.

You can book your free one-hour consultation with any of the below experts here.

All office hours are held on-site at the OBI (4640 SW Macadam Ave, Portland, OR, suite 200). Temporary parking passes can be picked up in suite 120.

What types of advice and assistance are available?

Important note: Please make sure that you have clear expectations on the types of advice and assistance that each expert can provide before arriving for your session. If you need to cancel or reschedule your appointment please make sure to do so at least 48 hours in advance so that another entrepreneur can take advantage of this appointment.

Business Law
IP Law
Financial Modeling
Investor Pitch Coaching
General Business Advice

Business Law

with Michael Phillips, Davis Wright Tremaine

Davis Wright Tremaine is a full-service law firm providing business advice to companies from start-ups to Fortune 100 companies. DWT maintains a thriving startup practice, representing hundreds of startup companies in our Portland, Seattle, San Francisco, Los Angeles, New York, Anchorage, Washington DC and Shanghai offices. We help form companies, license technology, secure investments, and deal with employment, IP, real estate and other business issues.

Michael Phillips represents startups and midmarket companies (and investors to such companies) in securities, mergers and acquisitions, general corporate and business law in the life sciences, and high tech/bio tech industries. He assists clients in private offerings, formation of joint ventures and ongoing compliance with state and federal securities laws. Michael also provides corporate governance and business advice to boards of directors and executive officers. He serves as general counsel on a pro bono basis to The Conservation Alliance, 1% For the Planet, The Oregon Biotechnology Association, Portland Center for the Performing Arts, Social Venture Partners – Portland and has served on the Board of Directors of the Software Association of Oregon, Susan B Komen for the Cure – Oregon and Southwest Washington Affiliate, Portland Center for the Performing Arts, Social Venture Partners – Portland, Soul River, Inc. and The Oregon College of Oriental Medicine.

What to expect

Here is how Michael described the types of advice and assistance that he can provide during office hours:

I will provide advice on business questions of any type, e.g., formation, financing, IP, etc., that are generic or not party specific. I can advise on questions like “how does an incentive stock option work” but cannot answer a question like “The Company I work for wants to issue me options and can you review and revise the agreement.” The latter can only be answered if we are sure that we do not have a conflict with the other party, i.e., they are a client of the firm, and we are retained.”

Schedule an appointment!

IP Law

with Gillian Bunker, Karri Bradley, or Ian Griswold, Schwabe Williamson & Wyatt

With more than 170 attorneys in seven offices, Schwabe, Williamson & Wyatt is among the largest law firms in the region. Clients from start-ups and entrepreneurs to the Fortune 500 count on us for full-spectrum legal services to help them achieve goals throughout their business lives. Schwabe attorneys can assist with every aspect of starting and growing a new business, and our deep understanding of six key ‎industry sectors— Technology; Healthcare; Manufacturing, Distribution and Retail; Natural Resources; Real Estate and Construction; and Transportation, Ports and Maritime—allows us to help clients achieve success through ideas, advice, and exceptional ‎legal counsel.

Gillian Bunker is an experienced patent attorney who assists start-ups, established companies, universities and other research institutions in all phases of developing, protecting and commercializing inventions. With over 15 years of practice in utility, design and plant patents, Gillian has handled a variety of technologies, including mechanical devices, medical devices, biotechnology, pharmaceuticals, chemistry and agricultural inventions.

Gillian loves technology and innovation, and works closely with clients and inventors to develop a deep understanding of both their technologies and their business needs. Her advice on patent procurement and protection, technology transfer and strategic planning is grounded in business and scientific realities. Before law school, Gillian earned a Ph.D. in neuroscience and worked as a researcher. Her experience as a scientist helps her partner effectively with researchers and innovators in many disciplines.

INDUSTRY FOCUS

  • Healthcare
  • Technology

EDUCATION

  • Bryn Mawr College, B.A. degree in Biology (1993)
  • Lewis & Clark Law School, Juris Doctor degree (2006)
  • Oregon Health and Science University, Ph.D. degree in Neuroscience (2001)

ADMISSIONS

  • Oregon State Courts
  • United States Patent and Trademark Office
Karri Kuenzli Bradley brings an extensive scientific background to helping clients obtain patent rights in the United States and foreign jurisdictions. Her experience in the lab helps her communicate efficiently and effectively with scientists in the chemical, agricultural and life sciences industries. Karri’s clients include many of the world’s most innovative universities, research institutions, governmental entities, and emerging and privately held businesses.

A registered U.S. patent attorney with more than 12 years of experience, Karri focuses her procurement work on biotechnology, cancer biology, pharmacology, physiology, cell biology, molecular biology, chemistry, medical diagnostics, medical devices and botany.

She prepares and prosecutes plant patent applications as well as Plant Variety Protection Act applications. In addition to patent prosecution, Karri prepares opinions on patentability, inventorship, freedom-to-operate, non-infringement and invalidity, and assists clients with trademark procurement and enforcement, and patent and trademark licensing transactions. Karri holds a Ph.D. in Cellular and Molecular Pharmacology and Physiology and has performed postdoctoral fellowships in pharmacology and molecular biology. Her desire for continued learning and challenge drives her commitment to understanding all aspects of client businesses and goals, in order to provide the best possible representation.

INDUSTRY FOCUS

  • Healthcare
  • Natural Resources
  • Technology

EDUCATION

  • Creighton University School of Law, Juris Doctor degree in magna cum laude (2004)
  • Santa Clara University, Bachelor of Science degree in Combined Sciences (1991)
  • University of Nevada Reno, Ph.D. degree in Cell and Molecular, Pharmacology and Physiology (1996)

ADMISSIONS

  • Oregon State Courts
  • United States Patent and Trademark Office
Ian Griswold, a registered U.S. patent attorney, helps businesses, institutions and organizations translate their ideas into assets. For more than 10 years, Ian has counseled clients on intellectual property matters in the biological and chemical sciences, with a particular emphasis on biotechnology, cancer biology, organic chemistry and pharmaceutical patent prosecution. In addition to patent prosecution, Ian is experienced in preparing opinions on patentability, inventorship, freedom-to-operate, invalidity and non-infringement. He also has experience in inter partes reexamination and interference proceedings.

Ian holds an undergraduate degree in chemistry and a doctorate in molecular biology. Before becoming a lawyer he worked on biological problems in cancer as a post-doctoral research associate at Howard Hughes Medical Institute and the Center for Hematological Malignancies at Oregon Health and Science University (now the Knight Cancer Institute). He determined the transformation potential of various Gleevec®-resistant Bcr-Abl mutations, studied the pharmacokinetics of second generation kinase inhibitors in collaboration with pharmaceutical companies, and developed a retro-virally introduced mouse model of Gleevec®-resistant leukemia.

Ian’s diverse background, ranging from synthetic organic chemistry to translational medicine, gives him a unique perspective on inventions in the chemical and life sciences. His desire for continued learning and challenge reinforces his commitment to understanding all aspects of his clients’ businesses.

INDUSTRY FOCUS

  • Healthcare
  • Natural Resources
  • Technology

EDUCATION

  • Lewis & Clark Law School, Juris Doctor degree (2010)
  • University of Oregon, Ph.D. degree in Biochemistry (2001)
  • Portland State University, Bachelor of Science degree in Chemistry (1994)
  • University of Oregon, Bachelor of Arts degree in Political Science (1991)

ADMISSIONS

  • Oregon State Courts
  • United States Patent and Trademark Office

What to expect

Here is how Gillian, Karri, and Ian described the types of advice and assistance that they can provide during office hours:

We can address general questions about all aspects of intellectual property. Many entrepreneurs come to us with questions about the patent process, filing strategy, when to file, where to file, the legal requirements for patentability, prior art searching, and a general approach to avoiding/dealing with prior art rejections. We can also help entrepreneurs assess what type of patent protection they may need, depending on whether their goal is to form a company around the technology, license it to an existing company, etc. Additionally, we can discuss the interplay between utility and design patents, trademarks, copyrights, and trade secret protection.

General questions that we can answer:

  • When should we file our first application?
  • What are the pros/cons of filing a provisional application vs. a non-provisional application?
  • How do I obtain patent protection in foreign jurisdictions?
  • What are the statutory bars to patentability?
  • How much data do I need to have in order to obtain a patent?
  • How long will it take for a patent to issue?
  • Can I add additional information to my application if I get new data after we file?
  • How much should I expect it to cost to obtain a US patent and/or foreign patents?
  • What foreign countries might I want to file in?
  • What does a design patent cover and how is it different from a utility application?
  • How do I know whether my invention is patentable?
  • Who should be listed as an inventor on my application?
  • What do I do if I find a patent or other publication that discloses a concept similar to mine? Can I still patent my invention?
  • What do I do if I find a patent that claims a concept similar to mine? Can I still make/use/sell my invention?
  • How do I design a strong patent portfolio?
  • Someone is copying my idea; how do I enforce my patent?

Specific questions that we can only answer for a client:

  • Is my specific idea patentable?
  • How do I avoid infringing Company X’s patent?
  • Can you review my application prior to filing/file my application/draft some claims for me?

Please note: Meeting with a Schwabe, Williamson & Wyatt attorney during OBI office hours does not establish an attorney/client relationship. The information provided by Schwabe, Williamson & Wyatt attorneys at OBI office hours is for general information purposes only. Schwabe, Williamson & Wyatt assumes no responsibility for errors or omissions in the contents of the service. In no event shall SWW be liable for any special, direct, indirect, consequential, or incidental damages or any damages whatsoever, whether in an action of contract, negligence or other tort, arising out of or in connection with the use of this information as specific legal advice.

Schedule an appointment!

Financial Modeling

with Elizabeth Ettling

Elizabeth Ettling has served on the management teams for seven rapidly growing start up enterprises in the Portland area. Her experience includes building corporate infrastructure, human resource management, corporate governance, finance, tax and operations. She has provided support in raising venture capital and was also integrally involved with two initial public offerings. Her experience also includes 5 years in public accounting. BS, California State University Los Angeles, Business Administration.

What to expect

Here is how Elizabeth described the types of advice and assistance that she can provide during office hours:

  • I can help companies build a detailed financial model that can support investor requests and can be used as an internal operating plan (or budget). The model is designed to prompt companies to include costs for all functional areas, to develop a balance sheet, and a cash flow statement.
  • I would be happy to assist with:
    • set up of a financial system (such as Quickbooks)
    • payroll systems
    • banking set up
    • a process to support investor due diligence
    • certain types of tax set up and / or make introductions to CPA firms with knowledge of the medical space
  • Examples of questions could include:
    • how detailed does our financial model need to be?
    • how do I model costs for payroll and payroll taxes?
    • how do I model costs for capital equipment and depreciation?
    • how do I model revenue and costs of sales?
    • why do investors like to see this level of detail?
    • what is the best bank to use and can I just use the bank I use for my personal accounts?
    • what type of financial systems do granting agencies (i.e. NIH, SBIR) like to see?
    • What is the difference between direct and indirect costs for grant purposes?
    • do I need a business license in the City of Oregon?
    • when is the right time to think about benefit plans for my employees?
    • why should I be thinking about due diligence files at this stage of my company?
    • what type of insurance should my company have at this stage?
Schedule an appointment!

Investor Pitch Coaching

with Tom Kingsley, TiE Oregon

Tom Kingsley has conceived, built, and managed new product lines and businesses for over 30 years. As co-founder and CEO of CrowdCompass, Tom successfully guided the company from founding through successful start-up, financing, acquisition, and integration. Tom is a veteran technology executive of several other startups and Fortune 500 companies including Synopsys, Sharp, Xilinx, Avnet, and Citibank. Tom holds a Bachelor of Engineering Degree from UCLA.

What to expect

From Co-Founder & CEO of CrowdCompass to investor and adviser, Tom Kingsley has delivered and heard hundreds of pitches. As a result of his experiences, Tom is the perfect candidate to help you develop “The Perfect Pitch.” Come learn from Tom’s experiences and get feedback on your pitch during his expert office hours at the OBI.

Schedule an appointment!

General Business Advice

with Bill Newman and Gordon Hoffman, OBI, Northwest Technology Ventures

LinkedIn profile

Professional highlights: Venture capital; inventor and founder of University-based technology spinout; research scientist at Harvard-MIT Div Health Sciences and Technology; board memberships of private venture-backed companies and non-profits; business and technology consulting and analysis; four patents in medical instrumentation; publications in business and technical journals spanning 30 years

Education: MBA, MIT’s Sloan School of Management; Ph.D., Université Polytechnique, Grenoble FR; University of Notre Dame, MS; and Northeastern Univ, BS, all in Mechanical Engineering

Activities and Affiliations – Current

  • Oregon Innovation Council – technical advisor
  • ONAMI – commercialization advisor
  • OHSU – review board, Biomedical Innovation Program
  • Entrepreneur-in-residence at the OBI
  • Member, Executive Committee of the Oregon Bioscience Association since 2005, including two-year term as Board Chair Member, OHSU Bioinformatics Advisory Board
  • Adjunct Faculty, Portland State University School of Business Administration

Activites and Affiliations – Past

  • Member, University of Portland Bioscience Management Advisory Board
  • Founding member, Providence Hospital System Technology Transfer Committee
  • Research leading to patented technology and formation of a medical device spinout while at MIT, and later securing more than $2 million in funding via SBIR and STTR grants and contracts
  • Multiple invited presentations and articles for professional and industry audiences at conferences, seminars, and workshops; lecturer and adjunct faculty at institutions including PSU, UO, OSU, OHSU, UP, Reed and Concordia
LinkedIn profile

Professional highlights: University technology commercialization; serial entrepreneurship (software and semiconductor); senior management in public technology companies; board memberships in private and public companies, non-profits; business and technical consulting

Education: MSEE, Electrical Engineering, Stanford University; BSEE Illinois Institute of Technology (IIT)

Affiliations & Activities – Current

  • Oregon Innovation Council – technical advisor
  • ONAMI – commercialization advisor
  • Knapp Entrepreneurial Center (IIT) – advisory board member
  • Entrepreneur-in-residence at the OBI
  • Public speaker on societal issues of technology

Affiliations & Activities – Past

  • Founding member of the Colorado Advanced Technology Institute
  • Locally: member of the PSU Foundation board (7 years), Saturday Academy board (7 years)
  • Numerous invited presentations at major technology conferences and workshops, domestic and foreign
  • Ethics and commercialization contractor for Providence St. Vincent’s Hospital
  • Investment consultant to major venture capital firms
  • Lecturer at numerous, local MBA programs
  • Holder of three patents

What to expect

Here is how Bill and Gordan described the types of advice and assistance that they can provide during office hours:

  • Advice and consulting, from concept development to launch, in areas such as strategic and market planning, investor outreach, and product analysis
  • Advisory counsel on transactions and contracts, including analysis and negotiation
  • Advice with early-stage funding, including funding sources and introductions to these sources
  • Valuation recommendations and technology and market analysis
  • Key introductions to the array of resources within the business community as well as research and academic institutions
Schedule an appointment!