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AGENDA: Wednesday, May 3, 2017

07:30 am
BREAKFAST & REGISTRATION
08:30 am
Portfolio Management & Patent Prosecution in the Era of IPRs, ALICE & OCTANE

Internal and external due diligence and evaluation are fundamentals to running an effective portfolio and prosecution strategy. In the era of IPRs, along with decisions such as ALICE and Octane, operating companies have responded by filing less; focusing on risk avoidance and business alignment. Additionally, foreign filings are getting more strategic in order to balance budget and protection.

This panel will explore:

  • Prosecution: A push to quality
  • Portfolio management: Balancing risk avoidance & building market share
  • Business alignment: What does that mean?
  • Due diligence: Internal analysis, competitive landscape and business goals
  • Evaluating your portfolio's health: Signs of vitality and red flags










09:20 am
Trade Secrets and Your IP Strategy

The increase in trade secret activity is leading to an evolution of strategy. Upon analyzing their own trade secrets programs, organizations realize how exposed they are, and when they identify a breach, it’s likely too late. DTSA legislation has heightened interest and analysis of trade secrets. This panel will examine what is working, pitfalls to avoid, and processes to implement.

This panel will examine:

  • Trade secrets: What is the current landscape?
  • How can trade secrets be used in tandem with patents?
  • Key elements of running a trade secrets program
  • What happens when there is a breach?
  • What are best practices if accused of trade secrets theft?




10:10 am
NETWORKING BREAK
10:50 am
Enforcing with Confidence: Lessons Learned for Operating Companies in a Post IPR Landscape

Enforcing IP rights has become less intimidating than in 2015 and 2016. Patent owners are better informed, prepare stronger cases and have greater understanding of how to navigate Post Issuance Proceedings. Enforcement must be tied to the needs of the business; paving the way to a clearly realized outcome. The pendulum may be swinging to a more balanced environment, but the advantage is still with the defendant.

This panel will examine:

  • How has enforcement evolved over the last two years for operating companies?
  • In the real world of an in-house counsel what does aligning enforcement with business goals mean?
  • How can you be prepared for success?
  • What type of defensive strategies with infringers use against you?
  • Engaging outside counsel & managing costs








11:40 am
Defensive Strategy 2.0: Facing a Better Prepared Plaintiff

The pro-defendant environment has created a leaner and better prepared plaintiff. Operating companies are less intimidated by litigation than two years ago. Lessons have been learned, stronger cases are being presented, and weaker patents have been culled or bolstered. Is your defensive strategy proactive and ready?

This panel will examine:

  • Understanding the new litigation landscape: Defensive perspectives
  • Be proactive and be prepared: Is it possible?
  • Preparing your defense: Maximize resources and know the endgame
  • Anticipating enforcement strategies and formulating your responses
  • “It depends” – effectively partnering with outside counsel






12:30 pm
LUNCH BREAK
01:30 pm
Roundtable Workshops

Four 20-minute roundtable discussions hosted by a topic expert. 
(Attendance is for in-house counsel only – except moderators)

Roundtable 1: 'Problems and Pitfalls in Patent Annuity Pricing'
Moderated by: Leon Steinberg, Managing Director, Dennemeyer

Roundtable 2: 'When Your Opinion Counts'
Moderated by: Mauricio Uribe, Partner, Knobbe Martens

Roundtable 3: 'Competitive Intelligence: Efficient Ways to Monitor Your Environment'
Moderated by: Christine Michel Lentz, Account & Business Development Executive, Questel

Roundtable 4: 'Fostering Innovation within R&D to Encourage Better Patenting'
Moderated by: Jennifer Gallagher, Senior Sales Engineer, Innography

Click here for more information. 









02:50 pm
NETWORKING BREAK
03:20 pm
Case Study: Drafting Patent Claims to avoid ยง101 Rejections after Alice & Enfish

After the U.S. Supreme Court's June 2014 decision in Alice Corp. v. CLS Bank International, the U.S. Patent and Trademark Office issued Guidance on Subject Matter Eligibility to patent examiners in December 2014 that was supplemented with examples in January 2015, updates in July 2015 and May 2016 and four memoranda following court decisions. Although it takes a long time to train over 8,000 patent examiners, all should have been trained at least once since the Alice decision. Nevertheless, there is a wide range in analysis and requirements by patent examiners in making subject matter rejections. Several examples of rejections under 35 USC 101 from different examining group art units that were successfully overcome will be discussed to derive recommendations for patent application preparation and how to decide what IP to file for patent protection.





04:10 pm
Post Issuance Proceedings for 2017 and Beyond: Plaintiff and Defensive Perspective

Patent owners are less intimidated by IPRs and they understand how to game-plan for success. Petitioners are also prepared and understand that the process still gives them an advantage. IPR costs are on the rise, making budget planning an essential part of the litigation preparation process.

This panel will examine:

  • How is the environment? And where are we heading?
  • An overview of PTAB statistics and what they are telling us
  • Patent owners strategies – there is light at the end of the tunnel
  • Petitioner strategies works against season patent owners
  • How should this fit into your overall litigation strategy?








05:00 PM
Ethics in Intellectual Property

This session outlines various ethical issues in intellectual property. Participants will explore ethics in leadership, business, ethical frameworks as well as various ethics examples and issues that occur in an intellectual property heavy environment; including but not limited to internal ethics processes, regulations and legal mandates.

The panel will examine:

  • Ethical Frameworks
  • Ethical Leadership
  • Ethical Failures & Learnings
  • Ethics – Internal Investigations
  • Ethics of Legal vs. Business / Corporate Advice
  • Professionalism – Growth & Expansion
  • Practice Considerations
  • Ethics and Specialization of Law in fields such as IP, Life Sciences
  • Takeaways and lessons learned

This session outlines various ethical issues in intellectual property. Participants will explore ethics in leadership, business, ethical frameworks as well as various ethics examples and issues that occur in an intellectual property heavy environment; including but not limited to internal ethics processes, regulations and legal mandates.



06:00 PM
COCKTAIL RECEPTION