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“SBIR-MAX” – A Phase II and Phase III Strategies Workshop
Improve Phase I Implementation and Plan the Development of Your Phase II and Phase III Strategy!
March 12, 2008, Hampton, VA

If you are a recent Phase I SBIR/STTR recipient, and/or you want to improve your Phase II and Phase III success rates, please consider attending this special advanced workshop. Many companies start to plan their Phase II and Phase III SBIR/STTR strategy too late. The fact is, you need to think about Phase II and Phase III as soon as (or before) you win the Phase I. With the challenges of performing the Phase I project, the time you spend to plan your Phase II and Phase III strategy must be well spent.

Far more than just $100,000 in revenues, having an SBIR Phase I can be MUCH, MUCH more valuable than most have ever imagined. This workshop teaches SBIR/STTR firms to use all the very special advantages imbued in SBIR/STTR funding by Congress to acquire "megabuck" follow on awards and venture financing.

When you attend you will learn how to plan, cost estimate, manage & control small R&D projects (a specialized form of Project Management for technical project managers operating in firms without established PM cultures). You will also learn how to improve the chances of being invited to submit an application/proposal for, and win, Phase II funding. You will learn how to maximize the VERY GREAT advantages afforded SBIR/STTR firms by the Federal Government; special provisions that help firms to grow revenues rapidly, acquire financing from third-parties (banks, angels, venture capital, etc.), and survive better than non-SBIR firms.

This workshop shows recent SBIR awardees (from all agencies) and companies with limited Phase II & III success how to wring the most value out of your Phase I SBIR/STTR project. Also ideal for successful SBIR firms who want to strengthen their Phase II and Phase III conversion rates.

Workshop includes transition “Tips” presentations from federal agencies (invited), Phase II and Phase III winners, a Prime Contractor, and Third Party Financing rep.

Topics Covered Include:

  • Realizing a High Quality R&D Product--managing your phase I project (Project Management)
  • Planning for a Winning Phase II (applications and audit preparation)
  • Acquiring Phase III funds (marketing and venture capital acquisition).
  • Using a Phase I for sole source positioning
  • Strategic Planning, Strategic Alliances, and Customer Communications

Agenda:

9:00-9:30 AM Check-in & Registration
9:30-11:00 AM "Intro & Strategic SBIR Planning for Phase I Winners" – John Davis, SBIR Resource Center
11:00-12:30PM "Phase II – the Pursuit" -- John Davis, SBIR Resource Center
12:30-1:00 PM Lunch Presentations
CIT’s Federal Funding Assistance Program, Robert Brooke, Director, Federal Funding, CIT Third Party Financing Tips: CIT GAP Fund Director
MEP Support for Commercialization: Aimee McCarthy
1:15 - 2:30 PM Phase I Transitioning Tips:
ARMY (Confirmed), NASA, and/or NSF SBIR Program Managers
Prime Contractors Lockheed Martin and Northrop Grumman
Successful Phase II and Phase III SBIR firm
2:30 - 4:30 PM "Managing for Success -- Planning, Cost Estimating & Control of R&D Projects" -- John Davis, SBIR Resource Center
4:30 - 5:00 PM Open Networking Session
Location: National Institute of Aerospace (NIA)
100 Exploration Way, Hampton, VA 23666
Contact: Robert Brooke: 703-689-3080 or rbrooke@cit.org
Cost: Small Business: $40
University Researchers: $20

Register: https://web.memberclicks.com/mc/quickForm/viewForm.do?orgId=cit2&formId=38820

   
 
 
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