Beyond Phase II
Mentor Protégé Training Week



AUGUST 14-17, 2017



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About the Event

The Office of Small Business Programs (OSBP) is pleased to announce the 2017 Department of Defense (DOD) Small Business Innovation Research (SBIR) / Small Business Technology Transfer (STTR) Beyond Phase II (BPII) and Mentor Protégé Training Week (MPTW) "Future Innovation in the DOD Marketplace." This collaborative event is designed to strengthen DOD’s commitment to the Small Business community by equipping the Defense Industrial Base and Government representatives with innovative solutions, cutting edge acquisition practices, and new SBIR, MPP, and Rapid Innovation Fund (RIF) policies and procedures.

The BPII Technology Showcase is the only national DOD SBIR/STTR event that brings together SBIR/STTR companies with key technology and acquisition personnel from both Government and industry to promote the exchange of SBIR/STTR related information and accelerate the transition of SBIR/STTR funded technologies into viable military, government, and private sector products.

Mentor Protégé Training Week workshops are designed to facilitate open-forum discussions for the individual Component Programs and the Mentor Protégé Program as a whole. MPTW will serve as an opportunity to learn best practices and solve challenges faced by all components in their administration, governance and execution of the program. The MPTW will provide informative training opportunities intended to stimulate improvement and prepare the audience for working within the evolving acquisition environment.

Additionally, attendees will have access to representatives of the RIF, who will be on hand to discuss the latest in innovative technologies that can be assimilated into acquisition programs that meet specific defense needs.

DOD OSBP intends to have members from all sectors in attendance, during this Training event to include: Industry Partners, Academia, Subject Matter Experts, Small Business Specialists, Contracting Personnel, and Program Managers representing all Military Departments and Other Defense Agencies.


  • Joint Plenary Sessions: Get caught up on the latest policies, procedures, and practices within the Defense acquisition community
  • Technology Matchmaking: Sign-up for prearranged meetings between company representatives and acquisition professionals and/or prime contractors and large businesses
  • Technology Showcase: Explore technologies developed by Phase II companies, large businesses, SBIR support companies, and industry service providers
  • Nunn Perry Awards: Take part in the prestigious Nunn Perry Awards as the Mentor Protégé Program recognizes the exceptional accomplishments of their mentors and Protégés
  • Breakout Sessions: Separate program tracks with sessions tailored to address program specific topics and issues

Hotel: Hyatt Regency Chicago

The 2017 Beyond Phase II and Mentor Protégé Training Week will be held at the Hyatt Regency Chicago from August 14 – 17, 2017 in Chicago, Illinois. Attendees will be responsible for making their own hotel and travel arrangements. The Government group rate for this event is $192.00 (plus 17.4% tax) for single, double, triple or quad occupancy. These rates are only guaranteed from August 14 – 17, 2017, if reservations are made by August 4, 2017.

For those wishing to come early or stay late, a limited number of rooms may be available at the group rate if reservations are made prior to the deadline. Attendees will be asked to confirm their reservations with a credit card. It is the attendee’s responsibility to cancel their own reservation. In the unlikely event an attendee needs to cancel their reservation, please do so 48 hours prior to your scheduled arrival date by calling 888-421-1442.



Aug 13, 2017
Aug 14, 2017
Aug 15, 2017
Aug 16, 2017
Aug 17, 2017
  • 4:00 PM - 7:00 PM

    Conference Registration Desk Open

  • 7:00 AM - 5:00 PM

    Conference Registration Desk Open

  • 9:00 AM - 10:30 AM

    SBIR 101: The Basics Jim Greenwood, Greenwood Consulting Group MPP Overview Shannon Jackson, Associate Director, OSBP

  • 10:30 AM - 10:45 AM


  • 10:45 AM - 12:15 PM

    SBIR 101: The Basics Jim Greenwood, Greenwood Consulting Group Restructuring the Mentor Protégé Program Shannon Jackson, Associate Director, OSBP

  • 12:15 PM - 1:30 PM


  • 1:30 PM - 3:00 PM

    Implementing SBIR Accounting Systems E. Jameson, Jameson & Company SBIR 101: The Basics (repeated) Jim Greenwood, Greenwood Consulting Group Nunn-Perry Awards Criteria/Write-up

  • 3:00 PM - 3:15PM


  • 3:15 PM - 4:45PM

    Phase II Proposal Writing Becky Aistrup, BBC Consulting SBIR 101: The Basics (repeated) Jim Greenwood, Greenwood Consulting Group (continued) MPP Conference Overview

  • 7:00 AM - 5:00 PM


  • 8:00 AM - 8:30 AM

    Opening Remarks & Agenda Overview
    Presentation of the Colors

  • 8:30 AM - 9:00 AM

    OSBP Welcoming Remarks Dr. James Galvin, Acting OSBP Director

  • 9:00 AM - 9:30 AM

    Mentor Protégé Program Overview Ms. Alice Williams, MPP Program Manager

  • 9:30 AM - 10:00 AM

    Rapid Innovation Fund Overview Mr. Ted Bujewski, Program Manager, Rapid Innovation Fund

  • 10:00 AM - 10:15 AM


  • 10:15 AM - 11:00 AM

    Keynote LTG Michael Rochelle, President, MDR Strategies, LLC

  • 11:00 AM - 12:00 PM

    Successful Integration of DoD Innovation Programs Kale English, Director, Military & Government Business Development, BrainScope Company, Inc. John Dignam, President, Mentis Sciences Solomon Berman, President, IBC Coatings

  • 12:00 PM - 1:00 PM


  • 1:00 PM - 5:00 PM

    Matchmaking Meeting “One-on-Ones”

  • 1:00 PM - 2:00 PM

    SBIR Advanced Tools Mary Nawab, Senior Business Requirements Analyst, ByteCubed Commercialization 101: Phase II Rules, Requirements, and Considerations Kirk Burton, Innovation Strategist, ByteCubed MPP 101 Shannon Jackson, Associate Director, OSBP RIF 101 Ellen Purdy, Director, Deputy, Emerging Capability & Prototyping Ted Bujewski, RIF Program Manager, OSBP

  • 2:00 PM - 3:00 PM

    Ins and Outs of SBIR Contracting Chris Harris, Senior Policy Analyst, ByteCubed DOD CRP Managers Panel Monroe Harden, Army Lee Ann Boyer, Navy, Jim Sweeney, Air Force SBA/DOD MPP: What Are the Differences? Alice Williams, Associate Director, DOD OSBP Sandra Clifford, Deputy Director, All Mentor Protégé Program, SBA How to Write a Successful RIF Proposal Ellen Purdy, Director, Deputy, Emerging Capability & Prototyping Ted Bujewski, RIF Program Manager, OSBP

  • 3:00 PM - 3:30 PM


  • 3:30 PM - 4:30 PM

    Avoiding Fraud, Waste, and Abuse E. Jameson, Jameson & Company Velociter Overview Jangela Shumskas, Director, Velociter Program PTAC/SBDC: How to Make the Most of Them? Wayne Evans, Director, MPP George Mason Anna Urman, Virginia PTAP at George Mason RIF Program Manager Panel Rodney Carpenter, NGA Larry Pollack, Chemical & Biological Defense Riki Barbour, DISA

  • 4:30 PM - 5:30 PM

    IP, Data Rights, Copyright, and Trademarks George Wang, ByteCubed Finding the Right Transition Path: Common Pitfalls in Commercialization AJ Yarmie, ByteCubed Pamela Dogbe, ByteCubed Key Elements to a Successful Nunn-Perry Nomination package Shelly Thomas, MPP Division Chief, DCMA RIF Program Managers Meeting (Invite Only)

  • 7:00 AM - 5:00 PM

    Conference Registration Desk Open

  • 8:00 AM - 5:00 PM

    Matchmaking “One-on-Ones”

  • 8:00 AM - 9:00 AM

    DOD SBIR/STTR Program Manager’s Panel

  • 9:00 AM - 10:00 AM

    PEO Panel Anthony Sebasto, Executive Director, RDECOM-ARDEC Anthony Aldrich, SOCOM SBIR/STTR Program Manager

  • 10:00 AM - 10:15 AM


  • 10:15 AM - 11:15 AM

    Rapid Innovation Fund Requirements Ellen Jenkins-Moorman, Air Force Scott Bartlett, RIF Program Manager, Navy Robert Saunders, RIF Lead, Army

  • 11:15 AM - 12:15 AM

    Mentor and Protégé Panel
    Mentors Thosie Varga, L3 Aerospace Wayne Pizer, CACI Jeffrey Krongaard, Raytheon Protégés Jeffrey Barnett, Barnett Engineering and Signaling Laboratories Rodney Williams, JASINT Consulting and Technologies Lafayette Thomas, TM3 Solutions

  • 12:15 PM - 1:15 PM


  • 1:15 PM - 2:15 PM

    Leveraging DOD Tech Consortiums – Tony Melita

  • 2:15 PM - 3:15 PM

    Partnering With Primes Craig Owens, SBIR Program Manager, Lockheed Martin Tizoc Loza, Corporate Program Manager, Northrop Grumman Mike McComas, SBIR Liaison, BAE Systems Blue Ocean Ruth Dailey, MPP Program Manager, MDA Steve Reed, MPP Program Manager, Tec-Masters

  • 3:15 PM - 3:30 PM


  • 3:30 PM - 4:30 PM

    How Lean Methodology Can Be Used for SBIR/STTR Jangela Shumskas, Director, Velociter Program DCMA: SAR Session Shelly Thomas, MPP Division Chief, DCMA

  • 4:30 PM - 5:30 PM

    SBIR Town Hall D. Sikora, Acting Program Administrator, DOD SBIR/STTR Programs MPP PM Panel: Capability Challenges Ruth Dailey, MPP Program Manager, MDA Sharron Morrow, MPP Program Manager, Army Robert Chapell, MPP Contract Support, Evans and Chambers Technology Margot Gasquet, MPP Program Manager, NGA Carlton Hagans, MPP Program Manager, Navy Karen Mumford, MPP Program Manager, DIA

  • 7:00 AM - 12:00 PM

    Conference Registration Desk Open

  • 8:00 AM - 8:45 AM

    Manufacturing Innovation Institutes Tracy Frost, Director, DOD Manufacturing USA Institutes

  • 8:45 AM - 9:30 AM

    Leveraging the DOD I-Corp to Identify Valuable Commercialization Opportuities Camylle Coley, ByteCubed

  • 9:30 AM - 10:00 AM


  • 10:00 AM - 11:00 AM

    What Services Does DCMA Offer? Tatia Bellamy, Director, Small Business Division, DCMA

  • 11:00 AM - 12:00 PM

    Small Business Directors Panel Tommy Marks, Program Director, Army Small Business Programs Lee Rosenberg, Program Director, MDA Small Business Programs Jamie Adams, Deputy Director, Air Force Small Business Programs

  • 12:00 PM - 1:30 PM

    Keynote Lunch Ms. Emily Harman, Director, Navy Small Business Office

  • 1:30 PM - 2:30 PM

    Security Clearance in the DOD Marketplace Diana Hughes, Director, NGA Small Business Programs Elizabeth Mudd, Small Business Program Manager, Defense Security Service

  • 2:30 PM - 3:15 PM

    Small Business Legislative Update Mark Tiner, Congressional Laision, DOD OSBP Jere Glover, Executive Director, Small Business Technology CouncilM

  • 3:15 PM - 3:30 PM

    Closing Remarks Dr. James Galvin, Acting Director, OSBP

  • 5:30 PM - 7:30 PM

    Nunn Perry Awards Banquet

**Agenda subject to change

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