AGENDA: Wednesday, October 4th

07:30 AM
08:30 AM
The “New Normal”: A Push to Quality in Prosecution and Portfolio Management

Quality patents are the only way forward in your filings and portfolio in today's post AIA landscape. To overcome legal and business challenges, companies must be more thorough in core elements like portfolio management, patent prosecution and resource allocation. Meeting these fundamental shifts means counsel must go beyond the standard clearance efforts and engage stakeholders at all levels of the organization to achieve a fully aligned patent strategy.

 This panel will explore:

  • Portfolio management and alignment to core organization goals
  • Developing a more sophisticated patent prosecution strategy
  • Portfolio evaluations: Due diligence, market competitiveness and internal analysis
  • People, process and resource coordination

09:20 AM
Trade Secrets in Your IP Strategy: Business Alignment, Implementation & People

As uncertainty at the PTAB and the threat of invalidity complicate patenting, Trade secrets are becoming a new strategic option for IP leaders. At its core, a successful trade secret strategy relies on two equally important factors: people and process.

 This panel will explore:

  • The business choice between trade secrets and patents
  • Developing and maintaining a trade secrets process
    • Key elements in program development
  • Implementation and the human factors: 
    • Education
    • Engagement
    • Reinforcement
    • Procedures
  • Proactive and preventative measures
  • Responses to a breach

10:10 AM
10:50 AM
The Evolution of Post Issuance Proceedings Strategy

Running a successful IPR demands greater sophistication from all stakeholders. Patent owners are adapting to the tougher enforcement landscape and petitioners still have great odds of being successful. Judges have also adapted and seem to have evolved their thinking and process. As both petitioners and patent owners gain more experience and in-house and outside counsel gain more sophistication - this is a great opportunity to benchmark the evolution of Post Issuance Proceedings (PIP).

This panel will explore:

  • Where is PIP heading next? What does the environment look like?
  • Hazards to avoid, and best practices in regards to PIP
  • How can you transform your litigation strategy?
  • Future trends and crucial lessons learned

11:40 AM
Crafting an Aligned Patent Prosecution Strategy

An aligned patent prosecution strategy is important because the consequences of inconsistent or contradictory patent prosecution strategies can be devastating. If not properly prepared, patents risk being invalidated costing an organization time, capital, resources and most importantly market share. How can you craft patents that are both strong and aligned to business goals? What pitfalls should you avoid? What role does outside counsel play in alignment and effective patent prosecution?

This panel will explore:

  • Forward-thinking: Prosecution to survive future litigation
  • Aligning business and legal for better strategic outcomes
  • Scope, geography & industry: What else should you be considering?
  • Lessons learned and obstacle avoidance

12:30 PM
12:35 PM

Stay tuned for topic and details. 


01:45 PM
Roundtable Discussions
Four rotating, 20-minute discussions hosted by a topic expert.
(Attendees are in-house counsel only – except moderators)
  • Roundtable 1: 'Unintended Consequences: What Patent Owners Need to Know about Nautilus, Octane, Highmark and Alice'
    Moderated by: Phil Colburn, Co-Managing Partner, Cantor Colburn
  • Roundtable 2:  'Utilizing Best Practices in IP Budget Management and Forecasting'
    Moderated by: Eric Moran, Sales Engineer-Team Lead, Questel
  • Roundtable 3: 'What In-House Counsel Should Know About Post-Grant Proceedings'
    Moderated by: Chad Wieland, Shareholder, Buchanan Ingersoll Rooney PC
  • Roundtable 4: 'Problems and Pitfalls in Patent Annuity Pricing'  
    Moderated by: Leon Steinberg, Managing Director, North AmericaDennemeyer

Click here for more information.

03:05 PM
03:35 PM
Enforcement as an Operating Company

IPRs have made patent enforcement a tougher and more complex undertaking. Nevertheless, it remains a crucial tool in safeguarding the essential business assets that are patents. You have to understand what’s in your portfolio, the capabilities of the opposition and most importantly be ready to face an IPR. Successful enforcement requires communication across the organization as well as buy-in from high level decision makers. 

This panel will explore:

  • The keys to litigation success: Prepare to succeed or prepare to fail
  • Engaging outside counsel & managing costs
  • Reevaluating and updating IP enforcement plans
  • Running more in-depth due diligence
  • Allocating and managing resources


04:25 PM
Building a Defensive Litigation Strategy: Leveraging the Favorable Landscape

For a long time the landscape has been favorable to the defendant, but recent decisions are pointing towards the patent owner. Are the winds shifting and are you leveraging your defensive strategy beyond IPRs? If patent owners do bring a case now, it will be a strong one; so the ability to be prepared with your defensive strategy is key. Preparing your resources, team and portfolio means you will be less reactive.

This panel will explore:

  • Preparing your defense and aligning with organizational resources
  • Scenario planning: What to do when approached?
  • Anticipating enforcement strategies
  • Considering the consequences: Going beyond just the financials

05:15 PM
Ethics in Intellectual Property

This session outlines various ethical issues in intellectual property:

  • Ethics in leadership and business
  • Ethical frameworks
  • Ethics related examples/circumstances that occur in an intellectual property heavy environment; including but not limited to internal ethics processes, regulations and legal mandates

06:15 PM