Virtual User Groups

Wellspring’s Virtual User Groups are back! Building on the many sessions held last year, we're going to offer "basics" sessions for our newest clients ramping up on Sophia, as well as sessions covering the best practices of tech transfer and IP management.

Each VUG session will be conducted live by webinar and include demonstrations, tips and tricks, interactive discussions and Q&A, and a product roadmap. At the conclusion of each webinar, we will provide recordings in the Help Center for future review by you and your colleagues.

Below, you will find the full webinar schedule for the summer with session details and registration links. In addition to this series, we will continue to host VUG sessions throughout the year with demonstrations, presentations, and community discussions. We look forward to connecting with you soon!


Sessions Registration 
Building a Ventures and Gap Funding Program: Processes then Systems

Universities and hospitals increasingly are devoting resources to gap funding, start-up accelerators, and investment programs. Once the financial resources are in place, it is time to build out processes that are scalable as programs grow. Wellspring CEO Rob Lowe will lead a session on the operational practices and processes needed to support these programs. Case studies presented will be based on the two university ventures programs Rob has personally led as well as the many Wellspring clients running such programs today. This session will focus primarily on real operations -- processes, documentation, and team-building -- over actual software, recognizing that software is not useful once we have built the practices.

June 16 - 10:30 am CST
View in Help Center.

Note: must be logged in to Sophia to access
Reading and Understanding Complex License Agreements

It can be tricky to read and understand a License Agreement if you have never done so before. Carla Garic will lead a session on reading through a license agreement, understanding the language, and pulling out necessary terms to input into Sophia to better manage both your financials and license compliance. Discussion will revolve around the best practices for reviewing the license agreement and then follow with tips for inputting terms into Sophia.

July 13 - 10:30 am CST
Register Here.
Financial Reporting – Sophia Makes it Easy!

Building financial reports and analyses can be daunting – but fear not! Sophia has many tools that make reporting on financials very easy. In this session, we will go through several built-in tools that will help you with your financial reporting needs.

August 17 - 10:30 am CST
Register Here.
Sophia for New Users – Tips and Tricks

In this webinar, Clients will learn tips, tricks, and hacks for how to best navigate their Sophia systems. This session will be most useful for those who are relatively new users of Sophia, however, those looking for a refresher on basic tools and functions are encouraged to join as well.

August 18 - 10:30 am CST
Register Here.


Have a suggestion for the topic of our next webinar? Interested in cohosting an upcoming session? Want to see how our new BI Tools can help your team manage your portfolio? Drop us a line!