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Schedule Page
Tuesday,
April 30
7:30 a.m. to 8 :30 a.m. Breakfast
8 a.m. to 9 a.m. Masao Horiba Keynote Address
9:15 a.m. to 10:30 a.m. Concurrent Sessions

AABI Meeting
Come hear about AABI Asian Association of Business Incubation
an association "incubated" at San Jose last year.
Find out how AABI plans to develop business incubation throughout
Asia. Also, learn valuable lessons on how a regional organization
can benefit your program or community. s
Special focus / International  
Hirokazu Okumura, Special Advisor, Japan Association of
New Business Incubation Organizations, Tokyo, Japan
Rustam Lalkaka, President, Business & Technology
Development Strategies LLC, New York, NY
Hong Kim, President, Korea Business Incubator Association,
Choongnam, Republic of Korea
Benjamin Yuan, President, Chinese Business Incubator
Association, Taipei, Taiwan
Chan Siu Kam, Director, Business Support and Development,
Hong Kong, People's Republic of China
Rong Wang, Director, Shanghai International Business
Incubator, People's Republic of China
Benchmarking Technology Incubators The Role of Geography
in Incubator Effectiveness
A groundbreaking benchmarking study focused on U.S. technology
incubators resulted in findings that have been analyzed in combination
with U.S. Census and other business and education data. Learn how
the study illuminates the effects of regional characteristics and
program quality factors on incubator effectiveness.
Technology 
David Lewis, Senior Research Fellow, The National Center
for Neighborhoods and Brownfields, Rutgers University, New Brunswick,
NJ
Moderator: Phil Helgerson, Executive Director, The Center
for Environmental Enterprise, South Portland, ME
Canadian Incubator Success Stories
Hear a panel of Canadian managers describe four approaches to
supporting entrepreneurs and their emerging enterprises: a multilocation
technology incubator, a classic mixed-use incubator in a small city,
a federal R&D institute incubator and a nationwide rural/small
town entrepreneurship support network.
International / General 
Lorne Ross, Executive Director, Northern Alberta Business
Incubator, St. Albert, Alberta, Canada
David McNamara, Director, InNOVAcorp, Dartmouth, Nova Scotia,
Canada
Jean-Jacques Ledoux, Director, Industrial Partnership Facility,
National Research Council, Ottawa, Ontario, Canada
Diana Jedig, Member of the Pan Canadian Community Futures
Group, Executive Director of Ontario Association of Community Futures
Development Corporations, St. Thomas, Ontario, Canada
Moderator: Jim Hughes, President, Jim Hughes Advisory Services,
Calgary, Alberta, Canada
Improving Incubation Performance through Benchmarking and Evaluation:
Lessons Learned from Europe
Interested in improving incubator performance? The European Commission
recently benchmarked incubators across Europe. This session will
explain why and discuss methodologies, conclusions, lessons learned,
follow-up activities, and possible adaptation of benchmarking to
other countries and regions.
Developers / International / General
  
Jorge Costa-David, Principal Administrator, European Commission
Enterprise, Brussels, Belgium
Jack Malan, Partner, Centre for Strategy and Evaluation Services,
Sevenoaks, United Kingdom
Rustam Lalkaka, President, Business & Technology Development
Strategies LLC, New York, NY
Moderator: Philippe VanRie, CEO, European Business and Innovation
Centre Network, Brussels, Belgium
Incubating Without Walls (IWW)
A physical incubator may not always be feasible, especially when
the entrepreneurs in need of help are spread over an expansive rural
area. Find out how these presenters developed two of the United
States' top IWW programs that offer training and technical assistance
to hundreds of diverse, often rural, businesses.
Rural / Special Focus  
Debbie Neuman, Director, Target Technology Incubator,
University of Maine, Bangor, ME
Peg Ryan, Director of Entrepreneurial Training, Commonwealth
Corp., Boston, MA
Moderator: Mary Wilson Callahan, Principal Consultant and
Founder, Work in Progress, Longmont, CO
Strategic Incubation in Organizations
Learn how business incubation can generate value through new business
creation from within. Drawing on experiences in corporate and university
incubation, these experts will discuss how large organizations can
use incubation to capitalize on latent assets, grow new business
divisions and encourage innovation in existing business units.
University / Technology  
Gavin
Troughton, Senior Consultant, Scientific Generics, Harston,
Cambridge, United Kingdom
Andy Hatcher, Vice-President, New Ventures, Reuters, New
York, NY
Moderator: Francisco Soares, Board Member, NAER sa, Lisbon,
Portugal
Strategies for Client Screening, Evaluation and Tracking, Part
I
Selecting clients, deciding if they're ready to graduate, and
tracking their progress in the incubator and after graduation is
no easy task. Nevertheless, these activities are critical to the
success of incubation programs and their clients. In this two-part
session, a panel of experienced incubator managers will present
strategies for formally evaluating clients at various stages while
keeping mission in mind.
Technology / Special Focus  
Roger Trabucco, Commercial Applications Manager,
The CASE Center, Syracuse University, Syracuse, NY
Pamela Hochman Norton, Senior Vice President, Massachusetts
Biomedical Initiatives, Worcester, MA
Robert Calcaterra, CEO and President, Nidus Center for Scientific
Enterprise, St. Louis, MO
Ten Telltale Signs: This Start-Up Is in Trouble
There are both obvious and subtle signs that a young, growth-oriented
company is in trouble. Both are important, as even a subtle threat
can be fatal. The good news is that, once sensitized to these signs,
incubator managers and investors can spot red flags and be proactive
in supplying company-saving assistance.
General
Terry Collison, Principal, Blue Rock Capital, Wilmington,
DE
Bill Scari, Pepper Hamilton LLP, Berwyn, PA
Tom Penn, Partner, Meridian Venture Partners, Radnor, PA
Rich Glaser, Regional Managing Director, Village Ventures Inc.,
Rochester, NY
Tripp Peake, Managing Partner, Long River Ventures, Hadley,
MA
Dana Edelman, Managing Director, Collaborative Seed and Growth
Partners LLC, Newton, MA
10:30 a.m. to 11 a.m. Break
11 a.m. to 12:15 p.m. Concurrent Sessions
Bitter Lessons Learned from Venture Capital's Nuclear Winter
Prior to the recent collapse of funding, VCs believed that companies
with enormous upside potential should operate aggressively to achieve
"positioning." Cash-flow neutrality was considered the
province of weaker firms. Launch-stage companies that observed traditional
niceties have survived, however, while others are carcasses. These
lessons are useful to all firms seeking financing or not
and their advisors.
For-Profit / General  
Terry Collison, Principal, Blue Rock Capital, Wilmington,
DE
Bill Scari, Pepper Hamilton LLP, Berwyn, PA
Tom Penn, Partner, Meridian Venture Partners, Radnor, PA
Rich Glaser, Regional Managing Director, Village Ventures Inc.,
Rochester, NY
Tripp Peake, Managing Partner, Long River Ventures, Hadley,
MA
Dana Edelman, Managing Director, Collaborative Seed and Growth
Partners LLC, Newton, MA
Building Your Community's Entrepreneur Infrastructure
No matter how small or large, rural or urban, communities need
to support entrepreneurs. And successful incubation programs operate
in communities that provide that support. Learn how to gain resources
and recognition for entrepreneurs by building local resources, partnering
with local service providers and sponsoring local initiatives.
Developers / Rural / Revitalization / General
  
Don Betts, Consultant, ATDC Entrepreneur Network, Douglas,
GA
Incubating Women: Challenges and Opportunities
Business incubation can help create economic opportunity and nurture
entrepreneurial activity. In this session, you'll hear how it can
also level the playing field for women wanting to start their own
businesses. Learn about women who, facing barriers to labor market
integration, have used incubation to thrive in the business world.
Special Focus, International

Wendy Werkmeister, President, The Wisconsin Women's Business
Initiative Corporation, Milwaukee, WI
Additional speakers to be announced
Incubation on a National Level: Government-Sponsored Programs
in Universities
Hear how government-sponsored national programs have helped university
and research institutes build on their knowledge to provide support
for the establishment of business incubators. Learn from examples
including the government of Taiwan's, which launched more than 60
incubators in the past five years.
International / University / Technology
 
Robert Lai, Director General, Small & Medium Enterprise
Administration/MOEA, Taipei, Taiwan
Benjamin Yuan, President, Chinese Business Incubation Association,
Taipei, Taiwan
Mauricio Otavio Mendonca Jorge, Director and Technology Secretary,
Ministry of Science and Technology, Brasilia, Brazil
Moderator: Larry Albertson, President, LPA Associates, Gainsville,
FL
Meet the Incubator of the Year
Get an inside look at the workings of one of the industry's most
successful incubation programs. The manager of this year's Randall
M. Whaley Incubator of the Year Award will present a case study
of his or her incubation program. And don't miss the unveiling of
this winner at Monday's awards luncheon.
General
Speaker to be announced
Moderator: Wayne Barz, Manager, Ben Franklin Technology Partners
of Northeast Pennsylvania, Bethlehem, PA
Policies And Strategies to Spur Incubator-Led Technology Development
The University of Maryland's top research official and founder
of its technology transfer office will describe successful strategies
to spur better funding of technology development programs, including
incubators. Topics will include new capital funding, reform of ethics
laws, linkages to federal labs and gaining higher visibility.
University / Technology / General   
Brian Darmody, Assistant Vice President for Research and
Economic Development, University of Maryland, College Park, MD
Strategies for Client Screening, Evaluation and Tracking, Part
II
Selecting clients, deciding if they're ready to graduate, and tracking
their progress in the incubator and after graduation is no easy
task. Nevertheless, these activities are critical to the success
of incubation programs and their clients. In this two-part session,
a panel of experienced incubator managers will present strategies
for formally evaluating clients at various stages while keeping
mission in mind.
Technology / Special Focus  
Roger Trabucco, Commercial Applications Manager, The CASE
Center, Syracuse University, Syracuse, NY
Pamela Hochman Norton, Senior Vice President, Massachusetts
Biomedical Initiatives, Worcester, MA
Robert Calcaterra, CEO and President, Nidus Center for Scientific
Enterprise, St. Louis, MO
12:15 p.m. to 2:15 p.m. Luncheon and Jana Matthews Keynote Address
2:30 p.m. to 3:45 p.m. Concurrent Sessions
Go Ahead
Ask
Pick the brains of a venture capital investor, a corporate technology
investor and a successful company founder-turned-private investor.
This panel has decades of experience guiding entrepreneurs and young
venture-backed company management teams. Ask the company-building
questions keeping you up at night.
For-Profit / Technology / General
  
Terry Collison, Partner, Blue Rock Capital, Wilmington,
DE
Bill Scari, Pepper Hamilton LLP, Berwyn, PA
Tom Penn, Partner, Meridian Venture Partners, Radnor, PA
Dana Edelman, Managing Director, Collaborative Seed and Growth
Partners LLC, Newton, MA
Rich Glaser, Regional Managing Director, Village Ventures Inc.,
Rochester, NY
Tripp Peake, Managing Partner, Long River Ventures, Hadley,
MA
Innovative Approaches to Bioscience Challenges
Bioscience entrepreneurs face particularly unique challenges in
commercializing their technologies. Demanding regulatory processes,
ethical and political considerations and large capital requirements
all are contributing factors. Hear these experts' advice on funding
strategies, support services, mentoring boards, professional service
partnerships, student internships and other key issues.
Special Focus 
David Lohr, Executive Director, Virginia Biosciences Development
Center, Richmond, VA
Timothy O'Brien, Director, Biomedical Biotechnology Center,
University of Arkansas, Little Rock, AR
Merging Incubator Management Maximizing Benefits
When the Entrepreneurial Center, a mixed-use incubator in Birmingham,
Ala., took over management of the University of Alabama at Birmingham's
technology incubator, great synergies resulted. This unique and
culture-sensitive merger permitted hiring incubator staff with higher
skills, streamlined operations and improved client services.
University / General  
Susan Matlock, President, Entrepreneurial Center, and
Executive Director, Office for the Advancement of Developing Industries,
University of Alabama at Birmingham, Birmingham, AL
Moderator: Mike LeHere, Director, Akron Industrial Incubator,
Akron, OH
Opening a New Economic Era: Business Incubation in Japan
Learn about the Japanese incubation experience, including challenges,
opportunities and new research. Japanese incubation managers and
representatives of the Japan Association of New Business Incubation
Organizations (JANBO) will discuss the state of business incubation
in their country, highlighting nonprofit and for-profit incubation
as well as industry segments.
International / General  
Terutaka Tansho, Researcher, Japan Association of New
Business Incubation Organizations, Tokyo, Japan
Ichiro Sakata, Director, Regional Economy and Industry Research
Team, Regional Economy and Industry Policy Bureau, Tokyo, Japan
Hisashi Tasaki, Research Director, New Business Development
Dep., Advanced Software Technology & Mechatronics Research Institute
of Kyoto, Kyoto, Japan
Tomoyo Kazumi, Supervisor, Kitakyushu Telework Center
Moderator: Giles McDaniel, Executive Director, Northeast
Alabama Entrepreneurial System, Biloxi, MS
Tax Tips for Nonprofit Incubators
What's in the IRS' business plan, and what does it mean for your
incubator? Why might the IRS flag your Form 990 for an audit? Are
equity kickers okay? A seasoned nonprofit tax attorney will discuss
do's, don't's, red flags and recent changes in nonprofit tax law.
Developers / General 
Janet Buehler, Esq., Park Ridge, NJ
Moderator: Tony Martinez, Assistant Director, Louisiana Business
& Technology Center, Baton Rouge, LA
Trends in Incubation: 2002 and Beyond
Experts in the areas of technology, corporate and international
incubation will provide insights on current trends in the changing
economy and demonstrate how they may affect your incubator. Learn
about innovative programs that are aligned with these trends and
how to implement them in your incubator.
For-Profit / Technology / International
 
Carol Kraus Lauffer, Principal, Business Cluster Development,
Menlo Park, CA
James Robbins, Director, Panasonic Incubator, Cupertino,
CA
Benay Todzo, Executive Director, Women's Technology Cluster,
San Francisco, CA
Chuck Wolfe, Principal, Claggett Wolfe Associates, Auburn,
CA
Incubating the Arts
When considering potential entrepreneurs, do potters, theater
groups, graphic designers and filmmakers come to mind? Representatives
from around the world will focus on the challenges of assisting
artists and arts organizations through a business incubation program.
Special Focus 
Ben Ferrari, Head of Research and Enterprise at Royal
Holloway University of London, Egham, Surrey, United Kingdom
Jean Johnson, Craft Projects Manager at Harbourfront Centre,
Toronto, Ontario, Canada
Moderator: Mary Kahn Davis, Former Director of the Entergy
Arts Business Center, New Orleans, LA
4:00 p.m. to 6:00 p.m. Virtual Visit to Toronto Incubators
7 p.m. start Take Me Out to the Ball Game
8:00 p.m. curtain A Night at the Theater
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