Sixteen years of doing the job your compliance office is trying to figure out.
I help technology transfer offices at research universities eliminate iEdison reporting errors, survive staff transitions, and build compliance systems that outlast any one person's tenure.
The senior colleague most compliance offices don't have.
I spent 13 years managing Bayh-Dole compliance for a portfolio of 300+ federally funded technologies at the University of Missouri's Office of Technology Management, followed by roles at City of Hope, Wellspring Worldwide, and Borman & Company, where I advise research university clients on compliance remediation and federal reporting.
I've cleared years of accumulated iEdison errors down to a handful, written the SOPs that prevented new ones, trained the staff who inherited the work, and presented on common Bayh-Dole reporting errors at national professional forums.
Most technology transfer offices — especially smaller ones, or ones mid-transition — don't have anyone to ask when something goes wrong. I built this practice to be that person.
Built for the person actually doing the iEdison entries.
Federal IP Compliance Reference Card
A free, single-page quick reference covering core Bayh-Dole deadlines, iEdison codes, and election windows.
Audit Checklist & SOP Templates Bundle
Portfolio-level audit checklist plus standard operating procedure templates for disclosure, election, and reporting workflows.
Complying with Bayh-Dole — the book
The first comprehensive practitioner's guide to federal IP compliance, from disclosure through commercialization.
Self-paced course for new compliance officers
Structured onboarding curriculum built from the book, for staff who are new to Bayh-Dole compliance.
Institutional workshops & on-call retainer support
Half- or full-day onboarding/remediation training, or ongoing monthly access to expert compliance support.
For institutions, or anyone who wants early access.
If your institution is exploring a workshop, an audit engagement, or on-call retainer support — or if you'd just like to be notified when the book and template bundle are available — send a note below.
I read and respond to every message personally.