The IP Strategy & AI Governance Summit: West

October 21, 2026
Palo Alto

AI and emerging technologies are forcing legal teams to rethink how innovation is created, governed, owned, protected, enforced, commercialized, and challenged. The old separation between IP strategy, enterprise AI governance, data risk, technology transactions, and innovation management is breaking down.

Patent portfolios, trade secrets, proprietary data, AI governance frameworks, vendor contracts, ownership rights, privacy controls, enforcement strategy, and litigation readiness are now part of one connected legal and business conversation.

The IP Strategy & AI Governance Summit brings together senior in-house counsel, chief IP counsel, patent leaders, privacy and compliance professionals, technology counsel, and innovation executives for a two-track program built around that reality.

The IP Strategy Track examines how companies are managing and monetizing technology assets in the AI era, including patent quality, offensive patent strategy, PTAB and defensive tactics, trade secrets, AI-assisted invention, ownership, litigation readiness, and emerging-tech patent strategy.

The AI Governance & Strategy Track focuses on the enterprise governance challenges created by AI adoption, including cross-functional oversight, vendor risk, data protection, agentic AI, ethical risk, defensible governance frameworks, and litigation and investigation readiness.

Together, the tracks give attendees a practical view of how leading organizations are managing emerging technology risk while strengthening the IP, data, governance, and innovation strategies that create long-term business value

Key Topics

IP Track

  • Patent quality, PTAB, and litigation readiness
  • Offensive patent strategy, licensing, and enforcement
  • Trade secrets, source code, models, and talent mobility
  • Defensive patent strategy, reexamination, and NPE risk
  • AI patent disputes and infringement exposure
  • AI-assisted invention and ownership
  • Emerging-technology portfolio strategy

AI Governance Track

    • Data, privacy, and proprietary AI assets
    • Cross-functional AI governance
    • Agentic AI and legal accountability
    • Contracts, vendor risk, and liability
    • AI ethics, transparency, and reputational risk
    • Defensible governance frameworks and operational controls
    • Litigation, investigations, and evidence readiness

 

Agenda

THE IP STRATEGY TRACK
7:50 am
Registration Opens + Breakfast
8:50 am
Opening Comments
9:00 am
Opening Keynote: Leading Beyond Expertise - The Human Skills Behind Great IP Leadership

In a market built on technical expertise, rapid innovation, and constant change, the qualities that often define exceptional leaders are the ones least discussed: communication, adaptability, emotional intelligence, judgment, and the ability to influence across functions. As AI, emerging technologies, and innovation strategy reshape the role of legal and business leaders, professionals must balance technical depth with team development, stakeholder management, and organizational credibility. Drawing from her experience leading within a global technology organization, Diane Gabl Kratz will explore the human skills that help leaders grow their careers, build stronger teams, and create lasting impact in Silicon Valley and beyond.

This keynote will explore:

  • The leadership traits that matter most in complex technology organizations
  • Building trust, credibility, and influence across legal, technical, and business teams
  • Navigating career growth and leadership transitions in emerging technology environments
  • Developing resilient, engaged, and high-performing teams
Diane Gabl Kratz
Director, IP Strategy & Operations
Dolby Laboratories
9:45 am
The AI Patent Quality Test: What Will Survive PTAB, Litigation, and Diligence?

As patent portfolios face greater scrutiny from courts, PTAB proceedings, investors, and potential acquirers, quality matters more than quantity. Organizations must assess whether patents can withstand validity challenges, support enforcement, and create lasting business value. In the AI era, drafting, prosecution, and portfolio decisions increasingly determine long-term defensibility and commercial relevance.

This panel will explore:

  • Characteristics of high-quality patents in AI and emerging technologies
  • Common weaknesses exposed through PTAB and litigation challenges
  • Portfolio assessment strategies for transactions, investment, and enforcement
  • Aligning patent prosecution with long-term business objectives
Reena Bajpai
Associate General Counsel
Gilead Sciences
Jim La Fleur
Senior Manager, Patent Program/Patent Counsel
Autodesk
Thomas Mathew
Senior Patent Counsel
Align Technology
10:30 am
Networking Break
11:10 am
The Return of Offensive Patent Strategy: Enforcement, Licensing, and Competitive Leverage

For years, many organizations focused primarily on defensive patent strategies, viewing portfolios as protection against litigation rather than business assets. Today, increasing investment in AI and emerging technologies is driving renewed interest in monetization, licensing, and strategic enforcement. As competition intensifies and technology investments grow, companies are reevaluating how intellectual property can be used to create leverage, generate value, and support broader business objectives.

This panel will explore:

  • When offensive patent strategies make business sense
  • Balancing enforcement opportunities with litigation and reputational risk
  • Leveraging licensing programs to unlock portfolio value
  • Aligning patent strategy with competitive and commercial goals
Joe Lin
General Counsel
Triple Ring Technologies, Inc.
Joel Harris
Senior Director, Intellectual Property
Atara Biotherapeutics
11:55 am
The New Trade Secret Fact Pattern: Source Code, Models, Data, and Departing Talent

Trade secret protection is becoming increasingly complex as organizations rely on AI models, proprietary datasets, source code, and highly mobile technical talent to maintain competitive advantage. Traditional approaches to trade secret management are being tested by remote work, collaborative development environments, and evolving technologies. Legal leaders must balance innovation and accessibility with the safeguards necessary to protect some of their most valuable assets.

This panel will explore:

  • Protecting source code, models, algorithms, and proprietary datasets
  • Managing risks associated with employee mobility and departing talent
  • Strengthening trade secret governance, monitoring, and enforcement practices
  • Lessons from recent trade secret disputes involving emerging technologies
Divya Mittal
General Counsel and Corporate Secretary
Zendrive
Irvin Tyan
General Counsel
Thread
Osama Hussain
Chief Legal Officer
Menlo Security
Shrut Kirti
Director of IP Risk
Applied Materials
12:40 pm
Lunch + Networking
1:30 pm
The New Defensive Patent Playbook: PTAB, Reexam, NPE Funding, Venue, and Settlement Leverage

Patent disputes are becoming more sophisticated as patent holders, non-practicing entities, and litigation funders continue to adapt their strategies. Companies defending against patent assertions must evaluate a growing range of tools, including PTAB proceedings, reexaminations, venue challenges, and settlement strategies. Success increasingly depends on understanding how these mechanisms interact and how to deploy them effectively as part of a broader defense strategy.

This panel will explore:

  • Strategic use of PTAB proceedings and reexaminations
  • The evolving role of litigation funding and NPE activity
  • Venue selection and procedural considerations in patent disputes
  • Creating leverage through coordinated defense and settlement strategies
Peter Jovanovic
Legal Director, IP
Dell
2:15 pm
Getting Ready for the AI Patent Litigation Wars: Risk, Readiness, and Defensive Strategy

As artificial intelligence becomes a foundational technology across industries, companies are facing growing uncertainty around patent enforcement, infringement claims, and emerging litigation theories. Questions surrounding model architectures, training methods, hardware innovation, and AI-enabled products are creating new risks for organizations that may find themselves both asserting and defending patents. Legal teams must evaluate their exposure, strengthen internal readiness, and develop strategies for managing disputes in a rapidly evolving landscape where legal precedent is still being established.

This panel will explore:

  • Emerging AI patent litigation trends and where disputes are likely to arise
  • Building litigation readiness before claims materialize
  • Managing infringement risk across products, models, and third-party technologies
  • Strategic considerations for enforcement, defense, and early dispute resolution
Jason Kang
Assistant Director, Patents
Intel
3:00 pm
From Invention to Ownership: Capturing IP Rights in AI-Assisted and Collaborative R&D

Innovation is increasingly occurring through cross-functional teams, external partnerships, and AI-assisted development processes that challenge traditional concepts of inventorship and ownership. As organizations incorporate generative AI into research and product development workflows, legal teams must establish clear processes to identify inventors, preserve rights, and avoid future disputes over ownership. The ability to document innovation effectively is becoming just as important as the innovation itself.

This panel will explore:

  • Inventorship and ownership considerations in AI-assisted development
  • Managing IP rights across collaborative and multi-party innovation efforts
  • Documentation and governance practices that support defensible ownership claims
  • Contractual and organizational approaches to reducing ownership disputes
Martin Arastafar
Assistant General Counsel, IP
Veeva Systems
Osama Hussain
Chief Legal Officer
Menlo Security
3:45 pm
The Emerging-Tech Patent Playbook: Protecting Frontier Innovation Before the Market Settles

Organizations developing AI, quantum computing, advanced semiconductors, robotics, autonomous systems, and other emerging technologies face unique intellectual property challenges. Legal teams must make critical decisions before market standards, competitive landscapes, and legal frameworks fully mature. Effective patent strategies require balancing uncertainty with the need to secure meaningful protection that supports future business goals.

This panel will explore:

  • Patent strategy considerations for rapidly evolving technologies
  • Balancing broad protection with changing technical and legal standards
  • Coordinating patent investments with product and commercialization roadmaps
  • Building portfolios that remain valuable as markets mature and competition increases
Jess Irvin
Senior Product Counsel
Superhuman (formerly known as Grammarly)
Aida Khodadad
Patent Counsel in AI, Diagnostics & Emerging Technologies
Roche
4:30 pm
Bar Opens – Get a Drink and Join the Cocktail Roundtables
4:40 pm
Cocktail Roundtables

Rotating, 20-minute discussions hosted by a topic expert

Roundtable 1: AI Patent Litigation Readiness: What Keeps IP Leaders Up at Night?

Roundtable 2: PTAB Strategies That Are Actually Working

Roundtable 3: Licensing AI Innovation: Opportunities and Pitfalls

 

5:40 pm
Closing Comments
THE AI GOVERNANCE TRACK
7:50 am
Registration Opens + Breakfast
8:50 am
Opening Comments
9:00 am
Opening Keynote: The Human Skills Behind Innovation Leadership

In a market built on technical expertise, rapid innovation, and constant change, the qualities that often define exceptional leaders are the ones least discussed: communication, adaptability, emotional intelligence, judgment, and the ability to influence across functions. As AI, emerging technologies, and innovation strategy reshape the role of legal and business leaders, professionals must balance technical depth with team development, stakeholder management, and organizational credibility. Drawing from her experience leading within a global technology organization, Diane Gabl Kratz will explore the human skills that help leaders grow their careers, build stronger teams, and create lasting impact in Silicon Valley and beyond.

This keynote will explore:

  • The leadership traits that matter most in complex technology organizations
  • Building trust, credibility, and influence across legal, technical, and business teams
  • Navigating career growth and leadership transitions in emerging technology environments
  • Developing resilient, engaged, and high-performing teams
Diane Gabl Kratz
Director, IP Strategy & Operations
Dolby Laboratories
9:45 am
Data, Privacy, and IP in the Age of AI: Safeguarding the Crown Jewels

Data is the lifeblood of AI and the primary source of risk. As organizations leverage data to train models and automate decisions, privacy, security, and intellectual property concerns multiply. Protecting sensitive assets and maintaining trust has become a strategic imperative for every business using AI.

This session will explore:

  • How organizations ensure lawful data use, provenance, and training transparency
  • Methods for protecting trade secrets, IP, and proprietary datasets in AI systems
  • Best practices for embedding privacy and security controls across the AI lifecycle
  • Case studies of effective data governance programs that balance utility and protection
Derek Care
Senior Director, Privacy & Cybersecurity Legal
Uber
Charlie Lin
Co-Founder & Senior Director, AI
Gen
10:30 am
Networking Break
11:10 am
Cross-Functional AI Governance: Aligning Legal, IT, HR, and the C-Suite

Embedding ethics into AI development and deployment is no longer just good practice; it is good business. As public awareness and regulatory scrutiny increase, organizations must ensure their innovation aligns with values of fairness, transparency, and accountability. Strong ethical governance can both mitigate reputational risk and drive sustainable, trusted innovation.

This session will explore:

  • Practical strategies for integrating ethical principles into AI program design
  • Managing reputational risk and public trust in high-profile or sensitive use cases
  • The role of cross-functional review committees and governance boards
  • How transparency and stakeholder engagement can mitigate emerging risks
Lindsay Harris
Director of Human Resources
Interstate Equities Corporation
Aaron Ta
Senior Privacy and AI Governance Manager
Datadog
Phil Strauss
Director, Privacy & AI Governance
Fortinet
11:55 am
Agentic AI: Autonomy, Liability, and Legal Accountability

AI systems capable of independent reasoning and decision-making are redefining accountability in real time. These agentic technologies blur the line between tool and actor, challenging existing legal and governance frameworks. As autonomy grows, oversight, explainability, and documentation are becoming essential safeguards for organizations.

This session will explore:

  • The unique risks and accountability gaps posed by autonomous AI systems
  • Frameworks for oversight, auditability, and human-in-the-loop assurance
  • Legal and regulatory developments defining responsibility in agentic AI use
  • Practical strategies to ensure traceability and control in self-directed systems
Lily Toy
Chief Legal Officer
Stack Overflow
Martin Arastafar
Assistant General Counsel, IP
Veeva Systems
Anisha Mangalick
Assistant General Counsel
Intuit
12:40 pm
LUNCH + NETWORKING
1:30 pm
Mitigating Legal Risk in AI: Contracts, Liability, and Vendor Management

As AI systems become embedded in every business function, questions around contractual responsibility, indemnity, and shared risk have intensified. The legal frameworks governing AI vendors are still evolving, leaving many companies exposed to uncertainty. Organizations must now find practical ways to manage liability while enabling innovation and scalability.

This session will explore:

  • Common gaps and risk allocation challenges in AI vendor and partner agreements
  • Practical approaches to liability, indemnity, and service-level terms for AI products
  • How to structure defensible vendor ecosystems that align with compliance expectations
  • Strategies for future-proofing contracts as AI regulation advances
Belinda Luu
Strategic Leader of AI & Data Governance and Management | Senior Counsel
Kaiser Permanente
2:15 pm
Ethics Meets Enterprise: Avoiding Reputational and Regulatory Pitfalls

Embedding ethics into AI development and deployment is no longer just good practice; it is good business. As public awareness and regulatory scrutiny increase, organizations must ensure their innovation aligns with values of fairness, transparency, and accountability. Strong ethical governance can both mitigate reputational risk and drive sustainable, trusted innovation.

This session will explore:

  • Practical strategies for integrating ethical principles into AI program design
  • Managing reputational risk and public trust in high-profile or sensitive use cases
  • The role of cross-functional review committees and governance boards
  • How transparency and stakeholder engagement can mitigate emerging risks
Dalene Bramer
Senior Director, Global Labor and Employment
Uber
3:00 pm
From Policy to Practice: Building Defensible AI Governance Frameworks

As AI adoption accelerates, organizations are challenged to move beyond policies written on paper to frameworks that work in practice. Governance must now be demonstrable, defensible, and integrated into daily decision-making. Companies across industries are redefining accountability, transparency, and oversight as core components of their AI strategy.

This session will explore:

  • How companies are structuring AI governance internally and reporting to executive leadership
  • Benchmarking frameworks and oversight models across industries
  • Actionable steps for turning AI governance policies into real operational workflows
  • Building defensible programs that can adapt to evolving regulation and technology
Irvin Tyan
General Counsel
Thread
Graphic of a person.
Sheldon Lee
Associate General Counsel
Meta
3:45 pm
Keynote Presentation: When AI Governance Becomes Evidence: Litigation, Investigations, and Dispute Readiness

As AI systems move from pilots to enterprise deployment, governance programs are increasingly likely to be examined in litigation, regulatory investigations, employment claims, privacy disputes, vendor conflicts, consumer protection matters, and IP-related disputes. Policies alone will not be enough. Legal teams must be able to show how AI use was approved, tested, monitored, documented, escalated, and corrected when risks emerged.

This session will explore:

  • How AI governance records become evidence in litigation and investigations
  • What plaintiffs, regulators, customers, employees, and business partners may ask for when AI systems cause harm or disputed outcomes
  • The role of approvals, risk assessments, audit trails, model documentation, testing, monitoring, and human oversight
  • How vendor contracts, indemnity, data rights, and liability allocation connect to governance
  • How legal teams can build defensible AI governance before a dispute occurs
4:30 pm
Bar Opens - Get a Drink and Join the Cocktail Roundtables
4:40 pm
Cocktail Roundtables

Roundtable 1:  Operationalizing AI in Legal Practice

Roundtable 2:  Mitigating Legal Risk in AI

Roundtable 3:  Third-Party AI Risk: Compliance and Governance Strategies

5:40 pm
Closing Comments

Speakers

Diane Gabl Kratz
Director, IP Strategy & Operations
Dolby Laboratories
Jason Kang
Assistant Director, Patents
Intel
Joe Lin
General Counsel
Triple Ring Technologies, Inc.
Dalene Bramer
Senior Director, Global Labor and Employment
Uber
Joel Harris
Senior Director, Intellectual Property
Atara Biotherapeutics
Martin Arastafar
Assistant General Counsel, IP
Veeva Systems
Peter Jovanovic
Legal Director, IP
Dell
Jim La Fleur
Senior Manager, Patent Program/Patent Counsel
Autodesk
Reena Bajpai
Associate General Counsel
Gilead Sciences
Divya Mittal
General Counsel and Corporate Secretary
Zendrive
Jess Irvin
Senior Product Counsel
Superhuman (formerly known as Grammarly)
Irvin Tyan
General Counsel
Thread
Thomas Mathew
Senior Patent Counsel
Align Technology
Aida Khodadad
Patent Counsel in AI, Diagnostics & Emerging Technologies
Roche
Osama Hussain
Chief Legal Officer
Menlo Security
Derek Care
Senior Director, Privacy & Cybersecurity Legal
Uber
Charlie Lin
Co-Founder & Senior Director, AI
Gen
Lindsay Harris
Director of Human Resources
Interstate Equities Corporation
Aaron Ta
Senior Privacy and AI Governance Manager
Datadog
Phil Strauss
Director, Privacy & AI Governance
Fortinet
Lily Toy
Chief Legal Officer
Stack Overflow
Anisha Mangalick
Assistant General Counsel
Intuit
Belinda Luu
Strategic Leader of AI & Data Governance and Management | Senior Counsel
Kaiser Permanente
Graphic of a person.
Sheldon Lee
Associate General Counsel
Meta
Shrut Kirti
Director of IP Risk
Applied Materials

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