Pergamon Corporation CONFRENCE

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1 Pergamon Corporation CONFRENCE IP Stategy, Patent Portfolio Development and InnovationEarn CLE Dissecting the evolving spectrum of intellectual property rights, and licensing to foster innovation May 23-24, August , Location 2017 Boston, MA Credits

2 Event Focus As the innovation economy pushes forward, it is imperative that intellectual property strategies are refined to aid in protecting innovators to facilitate and reward driving innovation forward. Innovation intensive organization is embracing external opportunities with strategic partnerships to leverage their competitive advantage. At the same time, this new paradigm shift of not invented here can pose new risks, complexities, and can be challenging given its ambiguous nature. This event will shift through the intricacies of developing an IP strategy which is expected to allow organization to better understand their IP assets and do deliver return on investment, essentially transitioning the legal function from a cost-center to a profit-center. In order to navigate this uncharted journey we ll discuss the latest tactics pertaining to strategic licensing, patent portfolio development, patent protection and prosecution. Who will attend Chief IP Counsel VP& Director of IP Strategy Chief, Deputy and Associate General Counsel Intellectual Property, Trademark and Copyright Counsel Head of Litigation Director of Business and Legal Affairs Director / VP of Intellectual Property Director / VP of Licensing IP Counsel Patent Counsel VP & Director of Intellectual Asset Management Director of R&D Director of Innovation Corporate IP Strategist Topic to Disccuss Facilitating open innovation: negotiating a research collaboration agreement from beginning to end Aligning your IP strategy with commercial innovation Utilizing licensing as a tool for accelerating innovation Embracing Consumer Insights when developing your patent portfolio Develop and Implement clear-cut IP acquisition strategies Mechanisms of IPR, and alternative to filing actions in dealing with third party patents Dissecting global patent protection and prosecution Taking a proactive stance in dealing with NPEs Delegated Packages includes: Field Trip to one of the field s most riveting organizations Interactive roundtable discussion and case study presentations Post-event websites access for documentation and information on the event Discounted rate on accommodation in the venue hotel Full participation in the forum s net working activities 2

3 DAY 1 Wednesday May 23, :00 Registration and Coffee 8:45 Welcoming Note from Pengamo 8:50 Chairperson s Opening Remarks Keynote Address 9:00 Enhanced Patent Quality Initiative: Moving Forward beyond 2016 Specifics on the United States Patent and Trademark Office s initiative to improve patent quality in the face of a changing IP landscape Overview of the evolving quality programs Setting the bar for clarity of the record Synchronizing IP Strategy with Corporate Innovation Strategy 9:45 Case Study The Legal Department s Role in Maximizing Innovation Linking IP Strategy with product development Streamlining coloration between the Legal Department, R&D, and senior management Leveraging how the in-house legal team can build relationships between other corporations 10:30 Coffee and Networking Break 11:00 Case Study Facilitating Open Innovation: Negotiating a Research Collaboration Agreement (Patent cases, Joint Collaboration or Joint Venture) from beginning to End Determining the key terms to negotiate Assessing what you are going to invent Envisioning ownership expectations and communicating them Drafting effective and practical exist strategies 11:30 Case Study How IP Powers the Enables Innovation To Market: An End to End Approach Defining IP strategies based on business strategies and key IP and industry parameters Conducting pro-active IP portfolio management process to enable structural capturing of IP value Highlighting the key parameters which define the overall IP framework and making IP value models actionable. 12:00 Networking Lunch 3

4 DAY 1 Wednesday May 23, 2017 Navigating Patent Portfolio Development in 2016: Keeping Abreast of the Ever-Changing Landscape 1:00 Training Process to help advance your IP Strategy How often do IP plans developed by brilliant IP strategists fail because of unsuccessful implementation? In a word, often! Why? In the world of IP strategy, saying it and doing it are two very different things. And, unlike any time before, IP touches every part of a company. So, while implementation will succeed with your corporate experts, it typically fails with your corporate masses. From IP fundamentals training that they will actually watch, to IP processes and tools they will actually use, including your non-ip colleagues in your plan ning is critical to success. This session will discuss some new methods of expertise IP training, processes, and tools to help you advance your IP strategy. Thomas J. Colson, Esg. I Founder and CEO (Executive IP, a Questel Company) 1:40 Industry Case Study A specialized Approach to Monitoring IPRs within the Life Sciences Sector Hear first hand how Pfizer has developed a highly specialized approach to exclusively monitor inter parties filling related to pharmaceutical product patents. Industry analysis in hard numbers: Bio Pharma patents challenged in IPRs Overview of the type s of claim bing challenged, along with survival rates Practical application to Hatch-Waxman Overcoming the impact of patentability when operating in a volatile regulatory environment 2:20 Specialist Viewpoint The Future, Present; Automating IP Forecasting Counsel and Portfolio Managers are tasked providing guidance about annuity, in ventor incentive, licensing, and prosecution flows. This often involves cross-referencing data from an IP Management Systems (IPMS), annuity costs and decision support from external vendors, and spreadsheet indicating product mapping, encumbrances, royal ty rates, etc.esmaeil Khakasari, Director of Services Product Management for Innography, will discuss advances in IP Business Intelligence, and how these systems will provide business users with unprecedented visibility into their business. From a single vantage point, first-line managers and executives can see a unified vision of future spend and strategic goals. Attendees will learn: Identifying under-and over-performing business units by prosecution cost Forecasting annuity payments vs annual budgets Quantifying patent coverage by product or product type Measuring inventor productivity vs benchmark data 4

5 DAY 1 Wednesday May 23, :00 Coffee and Networking Break 3:30 Roundtable Discussion Partnering with External Counsel: Simplifying the Selection Processy Legal services have shifted as intellectual property needs are evolving. There are vast amounts of option today which can make it challenging to determine the best fit for your needs. We ll debate the pros and cons, and key determining factor to utilizing different services. Market Leaders: AMLaw 100 and 200 firms Maveric Massive: local/ regional law firms Non-traditional firms (technology start-ups with legal project management) Boutique firms 4:30 Panel Discussion Ensuring Licensing continues to be a Tool for Accelerating Innovation Overview of the most common IP challenges faced when setting-up a licensing partnership Anticipating IP risks, conducting patent due diligence Building sustainable collaborative partnership 5:15 Chairperson s Closing Remarks 5:20 Cocktail Reception 6:30 End of Conference Day One Earn CLE Hours Continuing Legal Accreditation: Accreditation will be sought in those jurisdictions requested by the attendees, which have continuing education requirements. Fleming. Certifies that the activity has been approved for CLE credit by the Pennsylvania Continuing Legal Foundation Board in the amount of hours (12.00 substantive and.50 ethics). Additional CLE credit by the West Virginia State Bar has been granted in the amount of hours (13.50 substantive and.90 ethics). hours. To qualify for CLE credit hours you are requested to sign-in at the registration desk with your state bar number for each conference day that you attend. CLE credits are subject to final approval from the individual state boards and certificates will be issued 6-8 weeks after the conference. 5

6 DAY 2 Thursday May 24, :15 Registration and Coffee 8:50 Chairperson s Opening Remarks Commercialization of Intellectual Property and integrating it to your IP Strategy 9:00 Case Study The Legal Department s Role in Maximizing Innovation As companies move toward products that not only function at the highest level, but also provide consumers with simple, yet elegant, use experiences, it is critical that the company s patent portfolio follows the same evolution. Effectively coordinating your patent portfolio with the needs of internal R&D, marketing, and design groups can seem daunting but through effective counseling your company can maximize the im pact of the patent portfolio while minimizing the impact on the patent budget. 9:45 Panel Discussion To File or Not to File For Patent? And where and how As the landscape for patent prosecution and enforcement evolves, market change, and legal budget shrinks, companies must develop a strong business case for pursuing patents. The business side will continue to drive the process. This session will: Examine the business consideration for and against pursing patents, including Justifying patent cost Considering countries to file in Exploring trade secrets protection as an alternative Providing filing and prosecution strategies to add value and control cost and timing 10:30 Coffee and Network Break 11:00 CLE Ethics Session Analyzing the Latest Inequitable Conduct Cases Analyzing the Latest Inequitable Conduct Cases Update on cases of 2015/ 2016: Dissecting results Debating what makes a good practitioner Protection against risk of invalidating the client s patent 11:40 Networking Lunch licensing terms and condition, and issues. 6

12:30 IP Monetization The presentation will provide a holistic overview on IP Monetization, focusing on (i) what exactly is IP Monetization, and what it should involve include, (ii) the many dif

7 12:30 IP Monetization The presentation will provide a holistic overview on IP Monetization, focusing on (i) what exactly is IP Monetization, and what it should involve include, (ii) the many dif ferent ways in which IP can be monetized, and what it can produce, and (ii) types of monetization agreements, with a focus on IP licensing terms and condition, and issues. 1:15 Case Study IP s Value Proposition: Corporate Innovation Accelerator Alighting IP and business Objectives: develop and implement measurable IP strategies Incorporating IP early in the product development process Defining clear-cut IP strategies when acquiring IP / technology-driving companies 2:00 Coffee and Networking Break 2:30 Panel Discussion Addressing the Intersection of Intellectual Property and Open Innovation As companies being to utilize open innovation collaboration more as commonplace, tapping external sources of accelerating innovation today, it is inevitable that IP strategies will evolve. This panel discussion will explore this new IP paradigm shift. Exploring inherent IP risks and how to mitigate these risks What structured legal processes can you implement to encompass this shift Do patents inhibit or excel Open innovation opportunities? Global Patent Portfolio Protection and Persecution 3:15 Case Study Claims and Infringement Preparation: Is your Portfolio Trim and Robust? Establishing a process to make claims robust When tech infringement strikes being capable and ready to take action Understand your competitors Ensuring patent files are in the appropriate place Developing mechanisms to not infringe upon others Tools to evaluate in real-time 4:00 Chairperson s Closing Remarks 4:15 End of Conference 7

5 th Annual Pharma IPR Conference 2016

5 th Annual Pharma IPR Conference 2016 9 11 March 2016, Mumbai DAY 1 : 9 th March 2016 Country: US 09:40 American Invents Act Updates on Americas Invents Act and current scenario of US Patent laws Implications