Seminar  Seminar

Advanced Patent Licensing 2013: How to Make Money Without Getting Sued


Select a Location:

This is a webcast of the live San Francisco session.

Why you should attend

In the current economy, the heat is on to monetize patent portfolios. Thus, understanding patent transactions has never been more important. Experts in patent licensing will tell you how to get the most money from patent licensing, how to negotiate patent license agreements, and discuss “The Good, The Bad and The Ugly” examples from actual patent license agreements. The program will emphasize practical tips for structuring, negotiating and drafting patent licenses, with strategies for the licensor and licensee.

What you will learn

  • How do you monetize patents?
  • Hear experts from Silicon Valley’s best companies /firms tell you what to watch out for
  • How the courts have expanded the reach of patent infringement (thus increasing licensing opportunities)
  • How the courts have expanded the scope of patent invalidity/indefiniteness challenges (thus discouraging licensing opportunities)
  • How traditional patent licensing provisions need to be updated in light of recent case law
  • Get what you want in licensing without giving away the store
  • Controversial provisions and how to negotiate them
  • Patent and/or license enforcement considerations
  • U.S. v. foreign licensing considerations

Who should attend

This seminar is geared toward those who need to offer patents for licensing, draft and negotiate patent licenses, enforce patent license agreements, and develop portfolios for licensing.  The course will benefit intellectual property lawyers, corporate counsel, and others involved in the utilization of patents as business assets.

PLI Group Discounts

Groups of 4-14 from the same organization, all registering at the same time, for a PLI program scheduled for presentation at the same site, are entitled to receive a group discount. For further discount information, please contact membership@pli.edu or call (800) 260-4PLI.

PLI Can Arrange Group Viewing to Your Firm

Contact the Groupcasts Department via email at groupcasts@pli.edu for more details.

Cancellations

All cancellations received 3 business days prior to the program will be refunded 100%. If you do not cancel within the allotted time period, payment is due in full. You may substitute another individual to attend the program at any time.

All times are P.D.T.

Morning Session: 9:00 a.m. - 12:30 p.m.  (P.D.T.)

9:00 Program Overview

Mark S. Holmes, Joseph Yang

9:15 Patent Monetization Tactics

  • Your client asks “I have this portfolio. How do I make money with it?” What do you do?
  • How to you maximize license revenue
  • Divide and conquer? Or clip coupons? Which should you do and why?

Mark S. Holmes

9:45 Structuring the License Grant and Royalty Provisions

  • Licensed rights: list vs. capture period; patents vs. claims
  • Setting the license term: life of patents vs. guillotine, etc.
  • The license grant: broad vs. narrow
  • Royalty structures and economic considerations
  • Ecosystem licensing and exhaustion considerations

Matthew K. Miller

10:15 Recent Legal Developments Affecting Patent Licensing

  • Pro-licensor developments vs. pro-license developments
  • Expanded licensing opportunities: the expanding scope of indirect infringement
  • Discouraging licensing by attacking patent validity (obviousness, DJ, reexam, etc.)
  • Discouraging licensing by attacking claims as “indefinite”
  • Changing litigation leverage: reasonable royalty, hypothetical negotiations, injunctions, etc.
  • The ever-increasing scope of implied licenses, estoppel and other equitable rights
  • Royalty structure considerations: royalty base, RAND, misuse, effect on DJ, etc.

Joseph Yang

11:15 Networking Break

11:30 Analysis of a Patent License Agreement

  • Not all licenses are created equal: how to get the upper hand
  • 50 page license agreement winds up in your email: where are the land mines?
  • What are the hot legal buttons?
  • Are patent owners becoming more willing to indemnify against patent infringement?
  • Is it better to arbitrate?
  • A bridge too far? How far can a licensor push before the potential licensee walks?
  • Fields of use or Fields of Dreams: territorial and use restrictions can maximize revenues
  • The fear of sublicensing it and how to protect yourself
  • Why negotiating licenses are different from M&A and other transactions
  • Learn from experienced licensing attorneys using clauses taken from actual agreements

Mark S. Holmes (Moderator); James F. Brelsford, Sara Duval Harrington, Winston E. Henderson, Meredith M. McKenzie, Duane R. Valz

12:30 Lunch Break

Afternoon Session: 1:45 p.m. - 5:00 p.m.  (P.D.T.)

1:45 Analysis of a Patent License Agreement (continued)

  • You want to pay me in what currency? How to get royalties back to the States
  • Chinese patents licensed under an agreement governed by California law?
  • Let’s arbitrate in Hawaii!
  • When licensees want to pay for prosecution of licensor’s patents

Mark S. Holmes (Moderator); James F. Brelsford, Sara Duval Harrington, Winston E. Henderson, Meredith M. McKenzie, Duane R. Valz

2:45 Networking Break

3:00 Mock Deal Negotiation of a Patent License - Learn the Key Issues from the Licensor and Licensee Points of View

  • Scope of the license (current vs. future products)
  • What happens when licensed products are made in one country and sold elsewhere (patent coverage, royalty base, tracking, etc.)?
  • Royalty and other economic considerations
  • The importance of reporting, auditing, etc.
  • Dispute resolution issues (choice of law, arbitration, etc.)
  • Reps and warranties
  • Statutory restrictions (competition law, misuse, exclusivity, grantbacks)
  • Other considerations

Joseph Yang (Moderator); Jake Handy, Nader A. Mousavi (via video conference)

4:00 Mock Deal Negotiation of a Patent License - Learn the Key Issues from the Licensor and Licensee Points of View (continued)

5:00 Adjourn

Co-Chair(s)
Mark S. Holmes ~ CEO, PatentBridge LLC
Joseph Yang ~ PatentEsque Law Group, LLP
Speaker(s)
James F. Brelsford ~ Skadden, Arps, Slate, Meagher & Flom LLP
Jake Handy ~ Fenwick & West LLP
Sara Duval Harrington ~ Sr. Director Legal-IP, LinkedIn Corporation
Winston E. Henderson ~ Vice President, General Counsel, Nano Terra, Inc.
Meredith M. McKenzie ~ Vice President & Deputy General Counsel, IP, Juniper Networks, Inc.
Matthew K. Miller ~ Morgan, Lewis & Bockius LLP
Nader A. Mousavi ~ Sullivan & Cromwell LLP
Duane R. Valz ~ Patents & Patent Strategy, Google Inc.
Program Attorney(s)
John M. Mola ~ Director of California Operations, Practising Law Institute
PLI makes every effort to accredit its Live Webcasts. Please check the CLE Calculator above for CLE information specific to your state.

PLI's Live Webcasts are approved for MCLE credit (unless otherwise noted in the product description) in the following states/territories:  Alabama, Alaska, Arkansas, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho*, Illinois, Indiana1, Iowa*, Kansas*, Kentucky*, Louisiana, Maine*, Minnesota, Mississippi, Missouri, Montana, Nebraska, North Carolina, North Dakota, New Hampshire*, New Jersey, New Mexico, Nevada, New York2, Ohio3, Oklahoma, Oregon*, Pennsylvania4, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia5, Virgin Islands, Washington, West Virginia, Wisconsin, and Wyoming*.

*PLI will apply for credit upon request.

Arizona: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement.

Arkansas and Oklahoma: Audio-only live webcasts are not approved for credit.

 

1Indiana: Considered a distance education course. There is a 6 credit limit per year.

2New York: Newly admitted attorneys may not take non-transitional course formats such as on-demand audio or video programs or live webcasts for CLE credit. Newly admitted attorneys not practicing law in the United States, however, may earn 12 transitional credits in non-traditional formats.

3Ohio: To confirm that the live webcast has been approved, please refer to the list of Ohio’s Approved Self Study Activities at http://www.sconet.state.oh.us. Online programs are considered self-study. Ohio attorneys have a 6 credit self-study limit per biennial compliance period. The Ohio CLE Board states that attorneys must have a 100% success rate in clicking on timestamps to receive ANY CLE credit for an online program.

4 Pennsylvania: A live webcast may be viewed individually or in a group setting. Credit may be granted to an attorney who views a live webcast individually. There is a 4.0 credit limit per year for this type of viewing. A live webcast viewed in a group setting receives live participatory credit if the program is open to the public and advertised at least 30 days prior to the program. Live webcasts viewed in a group setting that do not advertise at least 30 days prior the program will be considered "in-house", and therefore denied credit.

5Virginia: All distance learning courses are to be done in an educational setting, free from distractions.


Running time and CLE credit hours are not necessarily the same. Please be aware that many states do not permit credit for luncheon and keynote speakers.

Note that some states limit the number of credit hours attorneys may claim for online CLE activities, and state rules vary with regard to whether online CLE activities qualify for participatory or self-study credits. For more information, refer to your state CLE website or call Customer Service at (800) 260-4PLI (4754) or email: info@pli.edu.

If you have already received credit for attending some or the entire program, please be aware that state administrators do not permit you to accrue additional credit for repeat viewing even if an additional credit certificate is subsequently issued.

Why you should attend

In the current economy, the heat is on to monetize patent portfolios. Thus, understanding patent transactions has never been more important. Experts in patent licensing will tell you how to get the most money from patent licensing, how to negotiate patent license agreements, and discuss “The Good, The Bad and The Ugly” examples from actual patent license agreements. The program will emphasize practical tips for structuring, negotiating and drafting patent licenses, with strategies for the licensor and licensee.

What you will learn

  • How do you monetize patents?
  • Hear experts from Silicon Valley’s best companies /firms tell you what to watch out for
  • How the courts have expanded the reach of patent infringement (thus increasing licensing opportunities)
  • How the courts have expanded the scope of patent invalidity/indefiniteness challenges (thus discouraging licensing opportunities)
  • How traditional patent licensing provisions need to be updated in light of recent case law
  • Get what you want in licensing without giving away the store
  • Controversial provisions and how to negotiate them
  • Patent and/or license enforcement considerations
  • U.S. v. foreign licensing considerations

Who should attend

This seminar is geared toward those who need to offer patents for licensing, draft and negotiate patent licenses, enforce patent license agreements, and develop portfolios for licensing.  The course will benefit intellectual property lawyers, corporate counsel, and others involved in the utilization of patents as business assets.

PLI Group Discounts

Groups of 4-14 from the same organization, all registering at the same time, for a PLI program scheduled for presentation at the same site, are entitled to receive a group discount. For further discount information, please contact membership@pli.edu or call (800) 260-4PLI.

PLI Can Arrange Group Viewing to Your Firm

Contact the Groupcasts Department via email at groupcasts@pli.edu for more details.

Cancellations

All cancellations received 3 business days prior to the program will be refunded 100%. If you do not cancel within the allotted time period, payment is due in full. You may substitute another individual to attend the program at any time.

Morning Session: 9:00 a.m. - 12:30 p.m.

9:00 Program Overview

Mark S. Holmes, Joseph Yang

9:15 Patent Monetization Tactics

  • Your client asks “I have this portfolio. How do I make money with it?” What do you do?
  • How to you maximize license revenue
  • Divide and conquer? Or clip coupons? Which should you do and why?

Mark S. Holmes

9:45 Structuring the License Grant and Royalty Provisions

  • Licensed rights: list vs. capture period; patents vs. claims
  • Setting the license term: life of patents vs. guillotine, etc.
  • The license grant: broad vs. narrow
  • Royalty structures and economic considerations
  • Ecosystem licensing and exhaustion considerations

Matthew K. Miller

10:15 Recent Legal Developments Affecting Patent Licensing

  • Pro-licensor developments vs. pro-license developments
  • Expanded licensing opportunities:  the expanding scope of indirect infringement
  • Discouraging licensing by attacking patent validity (obviousness, DJ, reexam, etc.)
  • Discouraging licensing by attacking claims as “indefinite”
  • Changing litigation leverage: reasonable royalty, hypothetical negotiations, injunctions, etc.
  • The ever-increasing scope of implied licenses, estoppel and other equitable rights
  • Royalty structure considerations:  royalty base, RAND, misuse, effect on DJ, etc.

Joseph Yang

11:15 Networking Break

11:30 Analysis of a Patent License Agreement

  • Not all licenses are created equal: how to get the upper hand
  • 50 page license agreement winds up in your email: where are the land mines?
  • What are the hot legal buttons?
  • Are patent owners becoming more willing to indemnify against patent infringement?
  • Is it better to arbitrate?
  • A bridge too far? How far can a licensor push before the potential licensee walks?
  • Fields of use or Fields of Dreams: territorial and use restrictions can maximize revenues
  • The fear of sublicensing it and how to protect yourself
  • Why negotiating licenses are different from M&A and other transactions
  • Learn from experienced licensing attorneys using clauses taken from actual agreements

Mark S. Holmes (Moderator); James F. Brelsford, Sara Duval Harrington, Winston E. Henderson, Meredith M. McKenzie, Duane R. Valz

12:30 Lunch Break

Afternoon Session: 1:45 p.m. - 5:00 p.m.

1:45 Analysis of a Patent License Agreement (continued)

  • You want to pay me in what currency?  How to get royalties back to the States
  • Chinese patents licensed under an agreement governed by California law?
  • Let’s arbitrate in Hawaii!
  • When licensees want to pay for prosecution of licensor’s patents

Mark S. Holmes (Moderator); James F. Brelsford, Sara Duval Harrington, Winston E. Henderson, Meredith M. McKenzie, Duane R. Valz

2:45 Networking Break

3:00 Mock Deal Negotiation of a Patent License - Learn the Key Issues from the Licensor and Licensee Points of View

  • Scope of the license (current vs. future products)
  • What happens when licensed products are made in one country and sold elsewhere (patent coverage, royalty base, tracking, etc.)?
  • Royalty and other economic considerations
  • The importance of reporting, auditing, etc.
  • Dispute resolution issues (choice of law, arbitration, etc.)
  • Reps and warranties
  • Statutory restrictions (competition law, misuse, exclusivity, grantbacks)
  • Other considerations

Joseph Yang (Moderator); Jake Handy, Nader A. Mousavi (via video conference)

4:00 Mock Deal Negotiation of a Patent License - Learn the Key Issues from the Licensor and Licensee Points of View (continued)

5:00 Adjourn

Co-Chair(s)
Mark S. Holmes ~ CEO, PatentBridge LLC
Joseph Yang ~ PatentEsque Law Group, LLP
Speaker(s)
James F. Brelsford ~ Skadden, Arps, Slate, Meagher & Flom LLP
Jake Handy ~ Fenwick & West LLP
Sara Duval Harrington ~ Sr. Director Legal-IP, LinkedIn Corporation
Winston E. Henderson ~ Vice President, General Counsel, Nano Terra, Inc.
Meredith M. McKenzie ~ Vice President & Deputy General Counsel, IP, Juniper Networks, Inc.
Matthew K. Miller ~ Morgan, Lewis & Bockius LLP
Nader A. Mousavi ~ Sullivan & Cromwell LLP
Duane R. Valz ~ Patents & Patent Strategy, Google Inc.
Program Attorney(s)
John M. Mola ~ Director of California Operations, Practising Law Institute
San Francisco Seminar Location

PLI California Center, 685 Market Street, San Francisco, California 94105. (415) 498-2800.

San Francisco Hotel Accommodations

The Palace Hotel, 2 New Montgomery Street, San Francisco, California 94105. Call (800) 917-7456 seven days a week from 6:00 am to 12:00 am (PDT) and mention you are attending this program at Practising Law Institute to receive the preferred rate. For online reservations, go to www.sfpalace.com/pli to receive the preferred rate.

Due to high demand we recommend reserving hotel rooms as early as possible.

PLI programs qualify for credit in all states that require mandatory continuing legal education for attorneys. Please be sure to check with your state and the credit calculator to the right for details.


Please check the CLE Calculator above each product description for CLE information specific to your state.

Special Note: In New York, newly admitted attorneys may receive CLE credit only for attendance at "transitional" programs during their first two years of admission to the Bar. Non-traditional course formats such as on-demand web programs or recorded items, are not acceptable for CLE credit. Experienced attorneys may choose to attend and receive CLE credit for either a transitional course or for one geared to experienced attorneys.  All product types, including on-demand web programs and recorded items, are approved for experienced attorneys.

Please Note: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. PLI programs may qualify for credit based on the requirements outlined in the MCLE Regulations and Ariz. R. Sup. Ct. Rule 45.

If you have already received credit for attending some or the entire program, please be aware that state administrators do not permit you to accrue additional credit for repeat viewing even if an additional credit certificate is subsequently issued.

Credit will be granted only to the individual on record as the purchaser unless alternative arrangements (prearranged groupcast) are made in advance.

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