The IP Strategy Summit: Palo Alto
The IP Strategy Summit
Palo Alto • October 7, 2025
In the heart of Silicon Valley, innovation moves fast—and so do the risks to your intellectual property. AI is transforming the pace of invention. Competitor disputes are escalating into high-stakes battles. And global supply chains are exposing sensitive IP like never before. For today’s legal leaders, staying ahead requires more than traditional playbooks—it demands bold, future-focused strategies.
The IP Strategy Summit: Palo Alto brings together in-house IP leaders, trailblazing counsel, and industry experts for a deep dive into the challenges and opportunities defining 2025 and beyond. From building resilient prosecution and portfolio management strategies to navigating the complex realities of trade secrets, enforcement, and litigation funding, this summit delivers actionable insights to help you protect innovation while driving enterprise growth.
This is where strategy meets execution. Engage in candid, peer-driven discussions on managing patents in the age of AI, leveraging litigation funding to pursue big-ticket claims, and preparing your organization for disruptive IP threats across competitors, vendors, and markets.
Designed for IP professionals ready to turn challenges into their competitive edge.
+ CLE Pending Approval CA
- Prosecution & Portfolio Management: Building Resilient IP Strategies
- Patent Management in the Age of AI
- Trade Secrets: Hope is Not a Strategy
- Defensive Litigation in a High-Stakes Environment: Lessons from Recent Cases
- Strategic Patent Enforcement for Operating Companies
- Funded IP Litigation: What Funders Want & What In-House Counsel Must Know
- Chief IP Counsel
- Chief Legal Officer
- VP & Director of IP Strategy
- Chief, Deputy, Associate and/or Assistant General Counsel
- General Counsel
- Intellectual Property, Trademark, and Copyright Counsel
- Head of Litigation
- Head of Risk Management
- Head of Trade Secret Protection
- Director of Business and Legal Affairs
- Director/VP of Intellectual Property
- Director/VP of Licensing
- Director/VP of Litigation Finance
- IP Counsel
- Patent Counsel
- Corporate Counsel
- Investment Manager – Litigation Funding
Agenda
One-to-One Meetings begin. If interested in participating, email info@centerforceusa.com
As innovation cycles accelerate and geopolitical and regulatory pressures mount, in-house IP teams must evolve their prosecution and portfolio management practices to build resilience. It’s no longer about filing volume—it’s about aligning filings with business priorities, anticipating litigation risks, and ensuring your portfolio remains a strategic asset in an uncertain environment. This panel explores how leading organizations are leveraging data analytics, global insights, and proactive portfolio pruning to drive value and mitigate vulnerabilities. Gain actionable strategies to strengthen your IP posture while optimizing resources for long-term success.
This Panel will Explore:
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Developing prosecution strategies that reflect corporate and innovation goals
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Streamlining global portfolio management for efficiency and impact
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Using analytics to identify strengths, gaps, and cost-saving opportunities
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Preparing portfolios to support enforcement, licensing, and M&A objectives


Jim is the Senior Manager of the Patent Program at Autodesk, Inc. a producer of CAD and 3D design software used for product and building design as well as the motion picture industry. He’s worked with product teams, researchers and software engineers helping them to articulate and characterize their innovations then developing a strategy for protecting those assets. He started his IP career as a software engineer and got more interested in patentable work at Phone.com, where he worked on several of his own inventions, now issued patents. Jim has several other issued patents and enjoys every aspect of the patent process. Jim earned his B.A. in Russian and Eastern European Studies from the University of Michigan.




AI technologies are not only transforming innovation but also challenging the very foundations of patent law. From questions of inventorship under DABUS-style cases to enforcement complexities where AI-generated inventions blur lines, in-house counsel must navigate untested legal and ethical terrain. This session dives into managing AI-related IP risks, adapting patent strategy for AI-heavy portfolios, and anticipating changes in global regulations. Gain clarity on protecting AI innovations while preparing for potential litigation and legislative shifts.
This Panel will Explore:
- Legal implications of AI inventorship and ownership disputes
- Strategies for drafting robust AI-related patents amid shifting standards
- Global trends in AI patentability and enforcement challenges
- Best practices for mitigating risks in AI-heavy R&D pipelines


Thomas George is an Associate General Counsel and Head of the Patent Group at Samsung Research America (SRA). His responsibilites include managing invention evaluations, managing the preparation and prosecution of patent applications, patent analysis, publication clearance, export compliance, copyrights, and open source. He manages a team of patent attorneys, patent agents, and paralegals. He has worked at SRA for 12 years and prior to that worked in-house at Xilinx and Siemens and also worked at various law firms in Silicon Valley and New York.


Tao Zhang is Vice President, Deputy General Counsel of IP and Product at Juniper Networks. Her responsibilities include patent portfolio development and optimization, product risk management, security/privacy/open-source compliances, IP transactions, supply chain and procurement contract negotiations. Prior to Juniper, she was Associate General Counsel of IP and Technology, at Ansys, and senior director of IP strategy, at Huawei Device USA, respectively. Before Huawei, she was with Hewlett-Packard for 23 years. She obtained a JD from Concord Law School and a PhD in Physics from Stanford University.
Dr. Zhang is a member of the California Bar and a registered patent attorney with the US Patent and Trademark Office. She is co-author of the book “Mining Ideas for Diamonds – Comparing China and US IP Practices from Invention Selection to Patent Monetization”. She also co-authored several IP articles, including “Call for Standardization in Patent Claim Drafting” (Santa Clara High Tech Law Journal, Volume 34, Issue 3, April 2018), “Making Trademark Decisions Based on Cost Considerations: A Model for Action” (World Trademark Review, April 2020). Dr, Zhang was recognized by the IAM Strategy 300 in 2015, 2017 and 2018.




David Sanker is a Mathematician, a Software Engineer, and a Patent Attorney. David earned his Ph.D. in Mathematics from Berkeley, and returned to Berkeley 15 years later for his law degree after careers in academia and production software development. As a Patent Attorney at Morgan Lewis, David was a patent litigator for four years and a patent practitioner for more than 13 years. As a patent practitioner, David works with clients, inventors, the U.S. Patent Office, and associates throughout the world to build strong IP protection. This has included a lot of work with AI, and David continues to speak and write about AI. David also has an entrepreneurial spirit, launching his own small patent firm SankerIP in February 2024. In this way, David is able to provide high-quality work without the very high billing rates and conflicts of large law firms.
If interested in participating, email info@centerforceusa.com
Trade secret protection has become a critical pillar of IP strategy as companies face rising threats from employee mobility, digital collaboration, and increasingly sophisticated cyberattacks. Recent high-profile misappropriation cases and legislative changes like the EU’s new Trade Secrets Directive and U.S. DTSA updates underscore the need for proactive, cross-functional programs to safeguard sensitive information. This panel will explore how in-house teams can move beyond passive policies to implement robust trade secret identification, management, and enforcement strategies that hold up under litigation. Learn how leading companies are embedding trade secret protection into their corporate culture, contracts, and vendor relationships to stay ahead of theft and inadvertent leaks.
This Panel will Explore:
- Building a defensible trade secret program: identification, classification, and protection
- Legal and operational tools to minimize risk during employee departures and vendor engagements
- Preparing for trade secret litigation: evidence preservation and early action strategies
- Global trends shaping trade secret enforcement in the U.S., EU, and Asia


Peter Jovanovic is a Legal Director, IP at Dell Technologies, providing support for several business units. At Dell, he is responsible for patent portfolio development, patent litigation, open source management, and license drafting and negotiation. Before joining Dell, he was an associate patent attorney providing prosecution, litigation, and licensing services. Prior to becoming an attorney, Peter was a software engineer, having experience in computer security, satellite communications, and logistic planning software.
Peter has bachelor’s degrees in computer science and mathematics from UC San Diego, a master’s degree in computer science from San Diego State, and a juris doctorate from UC Hastings College of the Law. He is registered to practice before the USPTO and is a member of the California Bar.
Peter is also an adjunct law professor at Golden Gate University School of Law.




Stan Gibson, Chairman of JMBM’s Patent Litigation Group, is a nationally recognized trial lawyer with over 30 years of experience handling high-stakes technology and trade secrets disputes. He secured a $24.8 million jury verdict in a Bluetooth trade secrets case and led Medtronic v. Michelson to a $570 million verdict, resulting in a historic $1.35 billion patent portfolio acquisition. His expertise spans satellite technology, medical devices, software, and LCD manufacturing. Recognized in Best Lawyers in America® and leading a U.S. News & World Report First-Tier ranked practice, Gibson is frequently quoted by The Wall Street Journal and Financial Times on key IP issues. He also publishes the Patent Lawyer Blog, offering insights on patent and trade secrets litigation.
High-stakes defensive IP litigation requires proactive strategies to mitigate risk and protect brand integrity. Drawing from recent landmark cases—such as PTAB decisions using “settled expectations” to deny late-filed petitions and key trade secret losses—this session reveals how companies are reshaping defense playbooks amid procedural shifts. Hear how data-driven litigation analytics (e.g., Lex Machina) inform forum selection, motion timing, and strategic settlements. We’ll dissect practical approaches to anticipate threats, manage disclosure risks, and turn liability exposure into leverage for favorable outcomes.
This Panel will Explore:
- Leveraging litigation analytics for venue strategy and defense prep
- Lessons learned from new PTAB discretionary denial criteria
- Defensive tactics in trade secret disputes post-misappropriation
- Strategies for converting defensive posture into settlement leverage


Gail Su is senior counsel on the patent transactions team at Google, where she supports all forms of patent-related and IP-related transactions, including inbound and outbound licensing, SEP licensing, complex technology transactions, and M&A. Ms Su is also a Co-founder of the Advancing Diversity Across Patent Teams initiative or ADAPT. She is passionate about supporting the next generation of IP professionals and giving every person the opportunity to be that next generation. Ms Su has a BS and BA from The University of Texas Cockrell School of Engineering and Plan II Honors Programme, and a JD from Harvard Law School.
If interested in participating, email info@centerforceusa.com


Kristopher B. Kastens advises and represents clients on issues at the intersection of law and technology. Kris represents clients in patent litigation across multiple technology areas, including computer security, cryptography, artificial intelligence, distributed systems, and network infrastructure. He also advises on the various legal issues intertwined with the development of blockchain technologies and has been a frequent author on blockchain-based technologies and the law.


He represents leading technology companies in complex litigation across Federal District Courts, the International Trade Commission, and the U.S. Patent and Trademark Office.
James has delivered exceptional results for his clients, including the largest patent judgment in history. His litigation experience spans both plaintiff and defense work, where he has obtained walk-away dismissals, complete judgments of no liability, and global settlements involving no payments—outcomes that have protected billions in business value for his clients.
He is also a leading practitioner in inter partes review (IPR) proceedings and has built one of the most winning records in the country. James has successfully prosecuted and defended hundreds of IPR trials making him a go-to counsel for companies navigating complex post-grant challenges and parallel litigation.
The intellectual property industry has consistently recognized James for his achievements. Law360 honored James as a “Legal Lion,” the Daily Journal lauded him for several of the “largest and most significant verdicts” and other publications recognized James and his team for handling the most impactful and landmark cases in intellectual property. James brings strategic insight, courtroom experience, and technical fluency to every matter he handles.
For operating companies, patent enforcement isn’t just about winning cases—it’s about advancing business objectives while managing risk in an increasingly aggressive IP landscape. As in-house teams face rising litigation costs, forum shopping, and the growing influence of PTAB decisions, they must develop enforcement strategies that align with corporate priorities and anticipate defensive and reputational challenges. This session explores how in-house counsel are driving smarter enforcement decisions, balancing litigation with licensing opportunities, and leveraging partnerships with outside counsel and litigation funders to achieve results. Attendees will gain practical insights into building resilient enforcement frameworks that protect innovation without overextending resources.
This Panel will Explore:
- Aligning patent enforcement with corporate strategy and competitive positioning
- Evaluating when to litigate, license, or pursue alternative dispute resolution
- Managing litigation risk and reputational concerns as an operating company
- Optimizing collaboration between in-house teams, outside counsel, and funders


Caity Ross received her JD from Harvard Law School and her BA from Colorado College in Biochemistry & Classics-History-Politics. After working for the start-up Gamblit Gaming, Caity joined SharkNinja in 2019 as a Senior Patent Counsel. She has focused on international patent portfolio management for the Shark brand, now holding the Associate General Counsel, Global IP & Robotics position at SharkNinja.


Brett Sandford is a seasoned IP litigator with trial experience across more than a dozen cases, representing clients in patent and trade secret disputes in federal courts, the ITC, and PTAB. Known for securing wins for both plaintiffs and defendants — including a rare zero-damages verdict upheld by the Federal Circuit — Brett brings a competitive edge shaped by a prior pro baseball career and deep expertise in IP damages. He co-chairs Latham’s IP-AI committee and maintains an active pro bono docket focused on trial wins.
Litigation funding has become a critical tool for operating companies pursuing high-stakes IP enforcement while managing budget pressures and risk. But to secure funding, in-house counsel must understand what investors are looking for—from strong case merits and enforceable patents to realistic damage models and jurisdictional considerations. This session dives into the funder’s perspective, offering insights on how to position cases for approval and avoid common pitfalls that derail funding applications. Attendees will gain a roadmap for navigating the funded litigation process and ensuring alignment with corporate goals.
This Panel will Explore:
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The funder’s checklist: key factors for approving IP litigation investments
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Preparing your case and portfolio for funder due diligence
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Drafting agreements that protect company interests and preserve control
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Managing relationships with funders to ensure strategic alignment
If interested in participating, email info@centerforceusa.com
Rotating, 20-minute discussions hosted by a topic expert
Roundtable 1: Hosted by Sanker IP
Roundtable 2: IP Risk in the Supply Chain: Innovation Leakage, Joint Ventures & Vendor Relationships
Roundtable 3:Â Competitor vs Competitor Litigation
Speakers


Kristopher B. Kastens advises and represents clients on issues at the intersection of law and technology. Kris represents clients in patent litigation across multiple technology areas, including computer security, cryptography, artificial intelligence, distributed systems, and network infrastructure. He also advises on the various legal issues intertwined with the development of blockchain technologies and has been a frequent author on blockchain-based technologies and the law.


Jim is the Senior Manager of the Patent Program at Autodesk, Inc. a producer of CAD and 3D design software used for product and building design as well as the motion picture industry. He’s worked with product teams, researchers and software engineers helping them to articulate and characterize their innovations then developing a strategy for protecting those assets. He started his IP career as a software engineer and got more interested in patentable work at Phone.com, where he worked on several of his own inventions, now issued patents. Jim has several other issued patents and enjoys every aspect of the patent process. Jim earned his B.A. in Russian and Eastern European Studies from the University of Michigan.






Thomas George is an Associate General Counsel and Head of the Patent Group at Samsung Research America (SRA). His responsibilites include managing invention evaluations, managing the preparation and prosecution of patent applications, patent analysis, publication clearance, export compliance, copyrights, and open source. He manages a team of patent attorneys, patent agents, and paralegals. He has worked at SRA for 12 years and prior to that worked in-house at Xilinx and Siemens and also worked at various law firms in Silicon Valley and New York.


Tao Zhang is Vice President, Deputy General Counsel of IP and Product at Juniper Networks. Her responsibilities include patent portfolio development and optimization, product risk management, security/privacy/open-source compliances, IP transactions, supply chain and procurement contract negotiations. Prior to Juniper, she was Associate General Counsel of IP and Technology, at Ansys, and senior director of IP strategy, at Huawei Device USA, respectively. Before Huawei, she was with Hewlett-Packard for 23 years. She obtained a JD from Concord Law School and a PhD in Physics from Stanford University.
Dr. Zhang is a member of the California Bar and a registered patent attorney with the US Patent and Trademark Office. She is co-author of the book “Mining Ideas for Diamonds – Comparing China and US IP Practices from Invention Selection to Patent Monetization”. She also co-authored several IP articles, including “Call for Standardization in Patent Claim Drafting” (Santa Clara High Tech Law Journal, Volume 34, Issue 3, April 2018), “Making Trademark Decisions Based on Cost Considerations: A Model for Action” (World Trademark Review, April 2020). Dr, Zhang was recognized by the IAM Strategy 300 in 2015, 2017 and 2018.




Peter Jovanovic is a Legal Director, IP at Dell Technologies, providing support for several business units. At Dell, he is responsible for patent portfolio development, patent litigation, open source management, and license drafting and negotiation. Before joining Dell, he was an associate patent attorney providing prosecution, litigation, and licensing services. Prior to becoming an attorney, Peter was a software engineer, having experience in computer security, satellite communications, and logistic planning software.
Peter has bachelor’s degrees in computer science and mathematics from UC San Diego, a master’s degree in computer science from San Diego State, and a juris doctorate from UC Hastings College of the Law. He is registered to practice before the USPTO and is a member of the California Bar.
Peter is also an adjunct law professor at Golden Gate University School of Law.




Gail Su is senior counsel on the patent transactions team at Google, where she supports all forms of patent-related and IP-related transactions, including inbound and outbound licensing, SEP licensing, complex technology transactions, and M&A. Ms Su is also a Co-founder of the Advancing Diversity Across Patent Teams initiative or ADAPT. She is passionate about supporting the next generation of IP professionals and giving every person the opportunity to be that next generation. Ms Su has a BS and BA from The University of Texas Cockrell School of Engineering and Plan II Honors Programme, and a JD from Harvard Law School.


Caity Ross received her JD from Harvard Law School and her BA from Colorado College in Biochemistry & Classics-History-Politics. After working for the start-up Gamblit Gaming, Caity joined SharkNinja in 2019 as a Senior Patent Counsel. She has focused on international patent portfolio management for the Shark brand, now holding the Associate General Counsel, Global IP & Robotics position at SharkNinja.


David Sanker is a Mathematician, a Software Engineer, and a Patent Attorney. David earned his Ph.D. in Mathematics from Berkeley, and returned to Berkeley 15 years later for his law degree after careers in academia and production software development. As a Patent Attorney at Morgan Lewis, David was a patent litigator for four years and a patent practitioner for more than 13 years. As a patent practitioner, David works with clients, inventors, the U.S. Patent Office, and associates throughout the world to build strong IP protection. This has included a lot of work with AI, and David continues to speak and write about AI. David also has an entrepreneurial spirit, launching his own small patent firm SankerIP in February 2024. In this way, David is able to provide high-quality work without the very high billing rates and conflicts of large law firms.


Stan Gibson, Chairman of JMBM’s Patent Litigation Group, is a nationally recognized trial lawyer with over 30 years of experience handling high-stakes technology and trade secrets disputes. He secured a $24.8 million jury verdict in a Bluetooth trade secrets case and led Medtronic v. Michelson to a $570 million verdict, resulting in a historic $1.35 billion patent portfolio acquisition. His expertise spans satellite technology, medical devices, software, and LCD manufacturing. Recognized in Best Lawyers in America® and leading a U.S. News & World Report First-Tier ranked practice, Gibson is frequently quoted by The Wall Street Journal and Financial Times on key IP issues. He also publishes the Patent Lawyer Blog, offering insights on patent and trade secrets litigation.


He represents leading technology companies in complex litigation across Federal District Courts, the International Trade Commission, and the U.S. Patent and Trademark Office.
James has delivered exceptional results for his clients, including the largest patent judgment in history. His litigation experience spans both plaintiff and defense work, where he has obtained walk-away dismissals, complete judgments of no liability, and global settlements involving no payments—outcomes that have protected billions in business value for his clients.
He is also a leading practitioner in inter partes review (IPR) proceedings and has built one of the most winning records in the country. James has successfully prosecuted and defended hundreds of IPR trials making him a go-to counsel for companies navigating complex post-grant challenges and parallel litigation.
The intellectual property industry has consistently recognized James for his achievements. Law360 honored James as a “Legal Lion,” the Daily Journal lauded him for several of the “largest and most significant verdicts” and other publications recognized James and his team for handling the most impactful and landmark cases in intellectual property. James brings strategic insight, courtroom experience, and technical fluency to every matter he handles.


Brett Sandford is a seasoned IP litigator with trial experience across more than a dozen cases, representing clients in patent and trade secret disputes in federal courts, the ITC, and PTAB. Known for securing wins for both plaintiffs and defendants — including a rare zero-damages verdict upheld by the Federal Circuit — Brett brings a competitive edge shaped by a prior pro baseball career and deep expertise in IP damages. He co-chairs Latham’s IP-AI committee and maintains an active pro bono docket focused on trial wins.
Sponsors

Herbert Smith Freehills Kramer
Herbert Smith Freehills Kramer (HSF Kramer) was formed in June 2025 through the transformational combination of Herbert Smith Freehills and Kramer Levin, creating a world-leading global law firm. With more than 6,000 people including approximately 2,700 lawyers spanning 26 offices, HSF Kramer provides comprehensive legal services across every major region of the world. Uniquely positioned to help clients achieve ambitious objectives, HSF Kramer delivers exceptional results in complex transactions and high-stakes disputes.

Sanker IP
Protecting today’s most complex inventions.
With extensive technical and legal expertise and experience, we build robust portfolios of patents and trade secrets, and provide IP guidance and strategy for all business needs associated with intellectual property.
Patent Prosecution: As scientists and engineers, we are able to work with both inventors and patent examiners to secure litigation-ready patent rights throughout the world.
We also address IP Strategy, Freedom to Operate, and IP Due Diligence, expertly managing portfolios in a broad range of technologies.

Sterne, Kessler, Goldstein & Fox
Sterne, Kessler, Goldstein & Fox is an intellectual property law firm of more than 175 professionals devoted to providing high value patent and trademark legal services. For 40 years, we have helped companies build, defend, and enforce worldwide IP portfolios from Washington, DC. Sterne Kessler’s service model is built on the unrivaled technical depth of its professionals, who hold over 50 Ph.D.’s and over 100 advanced technical degrees.

Jeffer Mangels Butler & Mitchell
Jeffer Mangels Butler & Mitchell LLP (JMBM) is a California-based full-service law firm of approximately 125 attorneys serving clients worldwide from offices in Los Angeles, San Francisco, and Orange County. For over 40 years, JMBM has delivered outstanding service across more than 40 practice areas, to entrepreneurs, middle-market companies, and FORTUNE 500® clients. The firm’s Intellectual Property Group, with recognized leaders in trade secrets, patent, trademark, and copyright matters, has earned Metropolitan Tier One rankings from U.S. News & World Report Best Law Firms® and consistent recognition in Best Lawyers in America™ and Daily Journal’s “Top IP Attorneys in California.” JMBM’s multidisciplinary approach combines aggressive litigation experience with strategic counseling, delivering creative, bottom-line solutions for complex legal matters across all industries.

Latham & Watkins LLP
Latham & Watkins advises the businesses and institutions that power the global economy.
We bring together the world’s best legal talent in every major jurisdiction to shape the deals and win the disputes that transform markets. Our experience at the cutting edge of commercial, financial, and legal innovation enables us to deliver results that fuel our clients’ success.
Our approach is guided by our commitment to quality, our collaborative culture, and our core values.
Unwavering Client Focus
We adopt the urgency of our client’s mission in each engagement. Leveraging vast global resources, we work relentlessly and efficiently to accomplish your goals.
Consistent Excellence
We draw on elite capabilities across more than 60 disciplines to meet the precise needs of each client and matter. With our broad and diversified platform we can anticipate and address any legal or business challenge anywhere in the world — with flawless coordination.
True PartnershipÂ
We work to understand your business, goals, and strategy to ensure we deliver advice that meets your legal needs and supports your success.
Strong TeamworkÂ
We collaborate across continents, languages, and time zones to support every client.

Harness IP
Harness IP is a prominent intellectual property (IP) law firm headquartered in the United States. With a rich history dating back to 1921, the firm has established itself as a leader in the field of IP law, offering a comprehensive range of services to clients worldwide. Harness IP specializes in various aspects of intellectual property, including patents, trademarks, copyrights, trade secrets, and IP litigation. The firm’s team of experienced attorneys provides strategic counsel and legal representation to assist clients in protecting, managing, and enforcing their intellectual property rights effectively. Known for their expertise, dedication, and commitment to client success, Harness IP attorneys are trusted advisors to businesses, inventors, and innovators seeking to safeguard their intellectual assets in today’s competitive market landscape.

Axinn
Axinn combines the skills, experience and dedication of the world’s largest firms with the focus, responsiveness, efficiency and attention to client needs of the best boutiques. The firm was established in the late 1990s by lawyers from premier Wall Street firms with a common vision: provide the highest level of service and strategic acumen in antitrust, intellectual property and high-stakes litigation. Axinn’s lawyers have served as lead or co-lead counsel on nearly half a trillion dollars in transactions and, in the last 10 years alone, have handled more than 250 litigations.
Venue
TBA
Palo Alto, CA
Pricing
Register By | In House Counsel | Law Firms & Vendors |
---|---|---|
Oct. 7th, 2025 | $395.00 | Contact info@centerforceusa.com |
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