New This Year

We heard your feedback and have some new and updated features. In addition to the great content to onboard newer users, this year we will present new content for our regular attendees. Sessions will feature more use cases to learn how other universities have solved their challenges, and sessions will be longer to enable deep dives into these pivotal topics.

Hands On Training

Become a Sophia expert with hands on user training across every aspect of the Sophia system. Wellspring staff are available for face to face time in addition to providing in depth training on over a dozen unique subjects.

Tech Transfer Best Practices

The User Group meeting is more than just training, however. We are proud to offer client led discussions on best practices for TTO management. The 2019 event will feature peer to peer discussions where users can learn from their colleagues in other offices across the globe.

Networking Events

The seven planned networking events ensure that all attendees are able to meet with colleagues from other offices. The User Group meeting provides a venue for discussion and the exchange of ideas unlike any other conference or trade event.


This year, Thursday, November 14 will be dedicated to 1:1 training sessions with Wellspring experts and Friday, November 15, will be a full day of presentations, networking, and 1:1 training sessions.


While Thursday is reserved for hour long 1:1 sessions, Friday will be packed with sessions around a variety of topics. This year's user group includes three parallel tracks, to provide sessions serving a wide range of attendees, from Sophia newbies to experienced experts and power users.  
  • Foundations: Broad topics for new and recently trained Sophia users or those looking to brush up on the fundamentals.
  • Functions: Deep dives into specific advanced topics. These sessions target experienced users and assume an intermediate proficiency.
  • Community: Learn from Wellspring experts. Hear how other offices are solving similar challenges. Create community with regional meet-ups throughout the year. 

Friday, November 15th



8:30 Welcome & SOTC    
9:00 Sophia Roadmap & Track Review    
9:30 Basic and Intermediate Finances Thinking With Portals: Open Submissions,  Advanced Disclosures, MTAs, and more Scout: Discovering Your Next Partnership
10:30 New Sophia Users / Life Hacks iEdison Reporting & New Bayh-Dole Compliance Community Session: Finance/Distribution Policies
12:30 All Things IP New Ventures Module Community Session: IP Commercialization & Flintbox
1:30 Agreement Compliance Data Cleaning User Challenges and their Solutions
3:00 Reporting IPRIS: Mastering Annuities Workflows in a Busy TTO Regional Wellspring User Groups
4:00 All Things IP CEO Open House Community Session: Flintbox


"Face to face time with Wellspring experts really helps solve problems quickly, and prevents issues from coming up in the future."


REQUEST AN Hour Long 1:1

Face To Face Meetings All Day Thursday the 14th

Want to sit down with a Wellspring expert to go over advanced topics or work through an issue? We are happy to provide over 70 available slots for dedicated face to face or small group sessions. This year we will open more 1:1 spots and extend the time of the training sessions.

Choose Your Topic

Please make sure to let us know what it is you would like to discuss. We will do our best to match you with an expert from the Wellspring staff who can help with your specific problems.

Scheduling Made Easy

Scheduling is simple! Click the button to the right to send us a meeting request. Please include a list of attendees from your office, as well as a brief summary of the topics you would like to discuss.

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"The annual Wellspring User Group Meeting is a great way to stay up to date on the latest tech transfer practices."




Hotel Information 

The Hotel Chicago - Located down the block from the Wellspring offices. We have secured a discounted rate for our attendees!

Click here to book with the group rate of $179/night for the User Group Meeting!

Start Date: 11/13/19

End Date: 11/15/19

Last Day to Book: 10/18/19

*The discounted group rate will only apply to 11/13-11/15

Meeting Venue

Sessions and meetings will take place on the Third floor of the Hotel Chicago (click here for map).

Thursday Networking Dinner

We will host a FREE seated networking dinner at the Tortoise Supper Club right next to the hotel. This event starts at 6:30pm. No RSVP required.