Please plan to arrive with enough time to register before the conference begins. A networking breakfast will be available upon your arrival.
Day One: 9:00 a.m. - 5:00 p.m.
Morning Session: 9:00 a.m. - 12:30 p.m.
9:00 Program Overview
Gerard A. Haddad, Christopher K. Hu
9:15 Recent Developments and Changes in Patent Law and Their Effects on Patent Litigation
A review of the effects on patent litigation of the America Invents Act (AIA), as well as a review of the important decisions of the Supreme Court, Federal Circuit and District Courts over the past year. Key trends and developing patent law doctrines will also be covered.
Robert D. Carroll, Nicholas K. Mitrokostas
10:15 Trends in ITC Practice
This segment will look at considerations in seeking relief for patent infringement from the International Trade Commission instead of, or in addition to, filing an action in Federal District Court. It will also focus on the considerations and trends in seeking relief from the ITC, including developments in domestic industry, time to decision, injunctive relief as the only form of relief available and increased use of the ITC by foreign complainants and non-practicing entities. Significant rulings in recent cases will be covered.
Hon. Theodore R. Essex, Bert C. Reiser
11:15 Networking Break
11:30 Two Years After Bilski - The Patentability of Business Methods
The long-awaited decision of the U.S. Supreme Court in Bilski in 2010 was expected to clarify the law with respect to the patentability of business methods. However, the Supreme Court’s “flexible” test of patentability, which includes, but is not limited to, the pre-existing “machine or transformation test,” does not provide a clear resolution of the issue. Subsequent Federal Circuit decisions, including CyberSource, Ultramercial and Dealertrack, make clear that the courts are still searching for the boundary between patentable and unpatentable subject matter. This session will cover recent developments in the law governing the patentabilty of business methods.
Carolyn H. Blankenship
12:30 Lunch Break
Afternoon Session: 1:45 p.m. - 5:00 p.m.
1:45 Changes in Patent Office Practice
President Obama signed the America Invents Act into law on September 16, 2011, but many of the changes are just being implemented by the Patent Office and others are yet to come. This session will review the relationship to patent litigation practice of new proceedings conducted by the Patent Trial and Appeal Board, preview the transition to a first-to-file patent system, and address how other changes to Patent Office practice from the AIA will impact patent litigation.
Other topics will include:
- Key provisions of the America Invents Act and their impact
- Timetable of effective dates and implementation
- Key provisions of Patent Office implementing rules
Bradford J. Badke
2:45 Parallel Patent Reexaminations
The filing of reexaminations continues to be a strategy for parties against whom a patent of questionable validity has been asserted. A reexamination proceeding might be initiated in anticipation of litigation or filed soon after litigation has begun. A parallel reexamination proceeding is usually a basis for seeking a stay of the more costly district court proceeding and/or used to bring the patentee to the bargaining table. Factors to consider in deciding whether to seek reexamination will be covered, including updated data and statistics on PTO reexamination proceedings and a discussion of the new AIA-created inter partes system that replaces inter partes reexaminations in September 2012, and how it differs in standards and procedures from the old system and ex parte reexaminations.
This session will also cover the effects of a reexamination proceeding on litigation, including stays, as well as the potential effects on collateral estoppel, claim construction positions, willfulness charges, inequitable conduct claims, and on damages and intervening rights (e.g., if claims are amended).
James Arnold, Jr.
3:45 Networking Break
4:00 Before the Trial - The Pleadings, Motions and Other Factors That Determine What Gets to Trial in a Patent Case
This session will cover specific pleading requirements (such as for inequitable conduct), motions to dismiss and transfer, motions for summary judgment, motions in limine and other factors that determine what actually is tried in a patent case. Strategies as to how and when to raise challenges to claims and defenses will also be covered. The importance and effect of the infringement and invalidity contentions now required in many district courts will also be discussed.
Constance S. Huttner
Day Two: 9:00 a.m. - 5:00 p.m.
Morning Session: 9:00 a.m. - 12:15 p.m.
9:00 Patent Damages
Recent Federal Circuit and District Court decisions reflect a trend towards damages awards based less on application of rules than on evidence of actual harm sustained. This session will cover recent cases on damages, including the Federal Circuit’s Uniloc decision, which rejected 25% of an infringer’s anticipated profits as a rule of thumb for a reasonable royalty, and the string of cases in which the entire market value rule has been more strictly applied. Other cases on both lost profits and reasonable royalty damages will be analyzed.
Deborah E. Fishman, Ambreen Salters
10:00 Opinion Letters, Willful Infringement and Exceptional Case
This session will discuss the related topics of willful infringement, exceptional case, and the need for opinion letters. Since Seagate Technology, many patent practitioners predicted that opinion letters were generally no longer necessary. Subsequent decisions, however, do not necessarily support that prediction. The session will address the need for opinions, the role of opinions in the willfulness analysis, and the issue of whether a case is exceptional, in either direction.
Jeffrey T. Zachmann
11:00 Networking Break
11:15 Dealing With Experts, Including Rule 26 Employee Experts
Expert witnesses play a critical role in patent litigation with respect to both liability and damages issues. Often a company’s best resource on the technology at issue or state of the marketplace is one of its employees. The employee (typically a “non-retained” or “inside” expert) can provide valuable information on the state of the prior art or state of the market and competition, advise on the similarities or differences between the patent claims and the accused products/methods, help keep the company focused on the business issues, and help identify outside experts. However, based on the December 2010 changes to Rule 26, counsel must assess early on in the litigation whether any such employee will only provide factual testimony or may also be used to provide expert opinions that require disclosure of the subject matter and underlying opinions and facts to be testified on. This session will cover the selection and use of testifying and non-testifying experts, the use of experts at Markman hearings, the development of expert opinions, the preparation of expert reports, and the discoverability of certain communications with the expert. This segment will also consider the use of evidentiary motions, including Daubert motions and other motions in limine to exclude or limit expert testimony at trial.
Eric J. Lobenfeld
12:15 Lunch Break
Afternoon Session: 1:45 p.m. - 5:00 p.m.
1:45 Infringement Based on the Acts of Multiple Parties
In a world that is increasingly connected by networks with services provided by multiple entities, and in which complex products are made up of components from numerous sources, issues of infringement based on the acts of multiple parties arise far more frequently. This session will cover recent cases applying the Federal Circuit’s Muniauction decision relating to infringement of a method claim where not all steps are performed by one entity. The relationship between the entities necessary for a finding of infringement will also be covered, including the effect of the Akamai and McKesson Federal Circuit decisions. This session will also cover recent cases on the standards for determining other forms of multi-party infringement, including inducement of infringement and contributory infringement.
George E. Badenoch
2:45 Networking Break
3:00 Expert Direct/Cross-Examination
The direct and cross-examination of an expert at trial is the culmination of a long series of events. These events begin with the identification of an expert pursuant to Rule 26 of the Federal Rules of Civil Procedure, and continue with the expert report, rebuttal report and expert deposition. Any shortcomings in the expert’s qualifications or analyses, or in the party’s theories or disclosures, subject the expert and his or her testimony to motions in limine, Daubert motions and other evidentiary motions that can severely limit the scope of the expert testimony and, in some cases, lead to exclusion of the witness. This session will include a demonstration of the direct and cross-examination of an expert, together with a discussion of the pretrial activities that determined what the expert was ultimately permitted to testify to at trial.
David J.F. Gross, Jeya Paul, Kevin P. Wagner
4:00 Ethical Issues in Patent Litigation
In-house and outside counsel face ethical issues in patent litigation at every step of the process, from pre-suit Rule 11 compliance, throughout the discovery process, and continuing through to trial and appeal. The sometimes fuzzy boundary between ethical transgression and zealous advocacy will be explained. USPTO ethical rules that apply to practitioners licensed by the USPTO even when practicing in another forum will be addressed. Ethical issues arising from direct, indirect and subject matter conflicts will also be covered.
C. Edward Polk, Jr.
New York City Seminar Location
PLI New York Center, 810 Seventh Avenue at 53rd Street (21st floor), New York, New York 10019. Message Center, program days only: (212) 824-5733.
New York City Hotel Accommodations
Due to high demand and limited inventory in NYC, we recommend reserving hotel rooms as early as possible.
The New York Hilton & Towers, 1335 Avenue of the Americas, New York, NY 10019. 1 block from PLI Center. Reservations 1-800-HILTONS or, 1-877-NYC-HILT. Please mention that you are booking a room under the Practising Law Institute Corporate rate and the Client File # is N495741. Reservations on line at www.hilton.com and enter the same Client File # in the Corporate ID # field to access Practising Law Institute rates.
The Warwick New York Hotel, 65 West 54th Street New York, NY 10019. 1 block from PLI Center. Reservations 800-223-4099 or, hotel direct 212-247-2700. Please mention that you are booking a room under the Practising Law Institute Corporate rate. Reservations on line at www.warwickhotelny.com Click reservations in menu bar on left. Select desired dates. In 'Special Rates' drop down window select Corporate Rate. In 'Rate Code' enter PLIN. Click search and select desired room type and rate plan. Or, you may email reservation requests to: firstname.lastname@example.org