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Iberian Expert Workshop

Strategic Approaches for Knowledge Transfer and Intellectual Property
Management from Universities and Public Research Organisations

14 November 2011, 9.00 – 18.00 hrs
University of Porto, Porto, Portugal


This workshop discussed challenges of knowledge transfer, good practices, and ways towards more systematic approaches. The contribution of universities and public research institutes in Portugal and Spain to economic development is increasingly recognised. However, there are severe challenges for all stakeholders involved: Universities need to manage their expectations regarding income generation through knowledge transfer, while maximising its impact. Companies need to become more involved in collaborative research. Agencies funding research and innovation need to adopt a more coherent approach. There needs to be a longer term commitment to funding knowledge transfer offices and to increasing the status of the knowledge transfer profession.


This workshop supported the implementation of the European Commission's 2008 Recommendation on the management of intellectual property in knowledge transfer activities and Code of Practice for universities and public research organisations (http://ec.europa.eu/invest-in-research/pdf/ip_recommendation_en.pdf) and was part of a workshop series covering 39 European countries in 2011 and 2012.

The event took place in co-location with the University Technology Enterprise Network (UTEN) Annual Conference 2011 (http://utenportugal.org/events/). It offered a unique opportunity for national and international knowledge transfer stakeholders to discuss related activities, results and challenges in Portugal and abroad. The morning session of the workshop and the UTEN Conference took place jointly; in the afternoon, both events proceeded in separate and parallel sessions.

Target groups

The workshop convened stakeholders in knowledge transfer, in particular from universities, public research organisations, governmental organisations and business. Attendance was free of charge and by personal invitation.


For questions please contact
Dr. Stefan Lilischkis,


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pdf icon Download Programme [PDF, 329 KB]

UTEN conference programme

pdf icon Download Programme [PDF, 234 KB]


Joint sessions with UTEN Annual Conference

9:00 – 9:30

Opening Session

  • José Manuel Mendonça, Scientific Director, UTEN / President, Instituto de Engenharia de Sistemas e Computadores (INESC)
  • Sebastião Feyo de Azevedo, Director, Faculty of Engineering, University of Porto
  • João Guerreiro, Rector, University of Algarve
  • Prof. Robert Peterson, Associate Vice President for Research, University of Texas at Austin
  • Prof. Francisco Larios, Deputy Vice Director for European Programmes, Ministry of Science and Innovation
  • António Rendas, President, Conselho de Reitores das Universidades Portuguesas (CRUP)
  • José Carlos Marques dos Santos, Rector, University of Porto
9:30 – 11:00

Panel I

Emerging challenges in technology transfer and commercialisation Moderation: João Guerreiro, Rector, University of Algarve
  • Keynote: Rick McCullough, Vice-President of Research / Professor of Chemistry, Carnegie Mellon University
  • Prof. José Mendes, Vice Rector, University of Minho
  • Dr. David Gibson, Director, UTEN Austin
  • Prof. Luís Mira, President of Inovisa, Technical University of Lisbon
11:30 – 12:15

Panel II

Professionalising technology transfer and commercialisation: challenges and opportunities for career development
Moderation: Prof. Robert Peterson, Associate Vice President for Research, University of Texas at Austin
Keynote: Søren Hellener, Head, Office for Research and Innovation, Technical University of Denmark
José Ricardo Aguilar, Instituto Pedro Nunes, University of Coimbra
Nuno Silva, UL Inovar, University of Lisbon
Aurora Teixeira, Faculty of Economics, University of Porto
12:15 – 13:00 Round Table discussion: career development in technology transfer and commercialisation in Portugal
Moderation: José Manuel Mendonça, Scientific Director, UTEN
Brief interventions and testimonies
  • Maria Oliveira, University of Porto Innovation, internship at Massachusetts Institute of Technology (MIT) / Boston University
  • Pedro Silva, Tecminho, internship at University of Texas at Austin
  • Ana Rita Remígio, Unidade de Transferência de Tecnologia da Universidade de Aveiro (UATEC), Internship at South Texas Technology Management
  • Sofia Vairinho, University of Algarve, internship at Carnegie Mellon University
  • Luís Serina, Fundação para a Ciência e a Tecnologia (FCT), internship at European Space Agency
  • João Simões, University of Coimbra, Internship at Carnegie Mellon University

Separate sessions of the Knowledge Transfer Study workshop

14:30 – 15:00


Belmiro Martins, European Commission, DG Research and Innovation: the EC Recommendation and Code of Practice on Knowledge Transfer
Dr. Stefan Lilischkis, Senior Consultant, empirica GmbH: First findings from the Knowledge Transfer Study
15:00 – 16:00

Country profiles

Knowledge transfer and IP management at universities and public research organisations: current situation, good practice and challenges
Spain: Prof. Fernando Conesa, Director Adjunto del CTT, Centro de Apoyo a la Innovación, la Investigación y la Transferencia de Tecnología, Universidad Politecnica de Valencia
Portugal: Prof. Aurora Teixeira, Faculty of Economics, University of Porto
16:30 – 17:25

Panel discussion

Professionalising knowledge transfer and intellectual property management in Portugal and Spain: policy implications
  • A university’s view: Marta Catarino, TecMinho, University of Minho
  • A governmental view: María Luis Castaño Marín, Deputy Director General, Ministry of Science and Innovation
  • An IP policy view from Portugal: José Maurício, Marketing Director, Portuguese Institute of Industrial Property (INPI)
  • An IP policy view from Spain: Gerardo Penas, Technical Adviser for Quality, Spanish Patent and Trademark Office

Joint session with UTEN Annual Conference

17:30 – 18:30

Closing Session

Moderator: David Gibson, IC2 Institute, University of Texas at Austin
Keynote: University-industry partnership demonstration. Tony Boccanfuso, Director, Research and Economic Development, University of South Carolina
  • Emídio Gomes, University of Porto
  • José Bulas da Cruz, University of Tr´s-os-Montes and Alto Douro
  • José Manuel Mendonça, Scientific Director, UTEN
  • David Gibson, Director of UTEN Austin
  • Belmiro Martins, European Commission, DG Research and Innovation
  • António M. Cunha, Rector, University of Minho


Photo of Knowledge Tansfer Study Workshop in Porto Photo of Knowledge Tansfer Study Workshop in Porto

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