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Intellectual Property Law Institute 2013


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Why you should attend

PLI’s Intellectual Property Law Institute is a “must-attend” program for IP lawyers. This program provides a complete analysis of key events in all areas of IP, providing updates on cases, legislation and government agency developments that IP lawyers need to know.

A highlight of the program will be a panel of in-house IP counsel from prominent companies discussing the many facets of current interest for dealing with IP and suggesting some best practices and strategies. Plenary sessions will treat the antitrust-IP interface; whether copyright has become untethered from its constitutional moorings; the interplay among trade dress, design patents, and copyright (and what happened in Apple v. Samsung); trade secrets developments; recent developments in privacy law; a trademark law update; and ethics (one full hour credit).

This year’s program will feature four breakout sessions, each with three current topics that will focus respectively on copyrights, licensing, patents, and trademarks. Among the breakout topics will be discussions of IP licensing in the US, India, and Europe (including developments in the European unitary patent); effects of the AIA on both prosecution and litigation; a copyright update and discussion of grey market law; aesthetic functionality; and trademark licenses in bankruptcy.

What you will learn

  • The latest changes in the law of patents, copyrights, trademarks, and trade secrets
  • The interplay among trade dress, design patents, and copyright (against the background of Apple v. Samsung)
  • Developments at the IP-antitrust interface
  • Perceptible effects of the AIA
  • Whether copyright is drifting away from its constitutional basis
  • Updates in privacy law, and why they affect your clients
  • Significant trade secret developments
  • Trademark updates
Special Features
  • In-house panel providing guidance on managing IP
  • Four separate breakouts
  • Complete overview of IP law
  • Earn one hour of Ethics credit

Who should attend

General practitioners, intellectual property attorneys, in-house counsel and others who need a comprehensive update on the major areas of intellectual property law. Join Institute co-chairs, David Bender and Robert P. Taylor and a faculty of distinguished intellectual property practitioners from major corporations and law firms at this year’s Institute. Don’t miss this once a year opportunity to learn from the best and to network with in-house and outside intellectual property lawyers from around the world. In just two days, you will become up to date on many of the important intellectual property developments, learn best practices in a variety of practice settings, hear best practices to maximize the value of intellectual property assets, and earn ethics credit too!

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.

Day One:  9:00 a.m. - 5:00 p.m.

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

9:00 Program Overview

David Bender

9:15 Protecting Designs: How do Design Patent, Copyright, and Trade Dress Intersect?
  • What are the core differences between design patents, trade dress, and copyright for designs, etc?
  • How will Apple v. Samsung affect developments in Smartphone and Tablet markets and design?
  • Is copyright the strongest or weakest protection in this space?
  • How does one select the “primary reference” needed for a design patent obviousness analysis?
  • Can trade dress protection apply where a design patent could not issue?
  • Can a design patent issue where no copyright would exist because of a lack of originality of expression?
Raymond T. Nimmer

10:15 Developments in Privacy and Data Protection
  • The debate over online behavioral advertising
  • Breach Notification statutes – and why they work
  • The EU data protection regime and proposed changes to it – and why they matter to you and your clients
  • Privacy initiatives of the Federal Trade Commission
  • Recent privacy activities of the California Attorney General
  • U.S. and EU privacy trends
David Bender

11:15 Break

11:30 Has Copyright Become Untethered from its Constitutional Moorings?
  • The Copyright Clause as the basis for copyright law and its controversies
    - “Limited Times” and the Public Domain: virtually perpetual rights?
    - “Progress of Science and Useful Arts”: does it really matter?
  • Other Constitutional Provisions affecting Copyright Law
    - Commerce Clause: Trade and Technology Regulation: why you can’t copy your DVD to your tablet
    - Treaty Powers, “policy laundering,” and harmonization of cultural values
    - First Amendment and Free Expression versus Copyright: how do they compete?
    - Fifth Amendment and Takings: does it apply to the public domain or to copyright terms?
Andrew P. Bridges

12:30 Lunch

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

[Concurrent Breakout Sessions]

1:45 Breakout Session No. 1a - LICENSING

Licensing in the EU
  • Key issues affecting licensing within the EU
  • Common pitfalls in licensing with EU partners
  • European Unitary Patent Protection
    - Rationale and status
    - Unified Patent Court: potential impact on issues of venue and forum shopping, damages awarded and appeals
    - Relationship with existing prosecution, enforcement and revocation regimes
Daryl Fairbairn

Licensing in India
  • Comparative review of (and recent developments in) IP laws of India and how differences affect specific license provisions
  • Common "gotchas" in cross-border licensing arrangements 
  • Review of governing law, arbitration and other similar enforcement issues in the context of cross-border licensing arrangements 
  • Specific issues that arise in protecting your IP in India

Charan J. Sandhu

Licensing in the U.S.

  • Assignability of licenses
  • License conditions versus contractual commitments
  • Rights of exclusive licensees
  • Collaborative developments and joint IP ownership and licensing
  • Licensing new technologies (e.g. “Big Data” and “CleanTech”)

William A. Tanenbaum

1:45 Breakout session No. 1b – COPYRIGHT

Copyright Update

  • Recent cases
  • TPP/Legislative update
  • Orphan works and small copyright claims
  • Copyright terminations
  • Sampling and mashups

William Sloan Coats

The U.S. Supreme Court and Kirtsaeng: The Future of Copyright Price Discrimination in Global and Domestic Markets

  • The First Sale Doctrine and its role in international trade
  • Users' rights and access to information considerations in copyright law and policy
  • Greymarket theories and intellectual goods
  • Lawfully produced products in the global marketplace

Lateef Mtima

    Database Protection

    • Copyright protection for compilations and automated databases
    • Revised Copyright Office registration practices for automated databases 
    • Strategies for expanding the scope of copyright protection 
    • Issues raised by Muench Photography, Inc., Alaska Stock, LLC and other recent cases 
    • Contractual protection and access licenses 
    • European database directive

    J. (Jay) T. Westermeier

    3:15 Break

    3:30 Breakout Session No. 2a – PATENT

    Patent Update

    • CAFC (and some district court) decisions on patent prosecution and litigation
    • Supreme Court decisions in patent cases and how they have been applied by the CAFC
    • Trends in CAFC jurisprudence

    Joseph P. Lavelle

    The New AIA Contested Proceedings and Legacy Reexaminations at the USPTO

    • The Inter Partes Review proceeding
    • The Covered Business Method proceeding
    • The Patent Trial before the Patent Trial & Appeal Board 
    • The Federal Circuit Review of PTAB Proceedings 
    • Legacy Reexamination Proceedings
    • The impact of these new validity proceedings on the U.S. Patent Landscape

    Robert Greene Sterne

    Effect of the AIA on District Court Litigation

    • Litigation consolidation and joinder under AIA
    • Commencing a PTO proceeding during litigation
    • Collateral estoppel effects of PTO proceedings
    • Stays of litigation and PTO proceedings post AIA

    Theresa M. Gillis 

    3:30 Breakout Session No. 2b - TRADEMARK

    Aesthetic Functionality: How Important Is It?

    • Betty Boop – the case, its facts and the two 9th Circuit opinions 
      - What the 9th Circuit got right and wrong
    •  Laboutin/Red Soled Shoes – the case, its facts 
      - What the 2d Circuit got right and wrong 
    • Practical tips in prosecuting trademark applications for arguably “aesthetically functional” marks
      - Recent TTAB decisions 
    • Practical tips in litigating to protect arguably “aesthetically functional” marks

    Kathleen E. McCarthy

    Recent Developments in TTAB Practice and Procedure

    • Noteworthy decisions (dilution, trade dress, and other hot topics)
    • Recent decisions on procedural and evidentiary issues
    • Tips on practice/procedure

    Helen Hill Minsker

    Trademarks and US Bankruptcy: It’s a Whole New World

    • What do debtors typically try to do with trademarks and trademark licenses?
    • What can you do as a trademark licensee to protect your rights when the trademark owner becomes a debtor in bankruptcy?
    • What if you are the trademark owner and your licensee is the one who files?
    • What are the most recent developments in bankruptcy law regarding trademark issues?

    Richard L. Epling

    5:00 Adjourn

    Day Two:  9:00 a.m. - 4:15 p.m.

    Morning Session:  9:00 a.m. – 12:15 p.m.

    9:00 Continuing Turmoil at the Interface of Intellectual Property and Antitrust Law

    • Conceptual tensions and overview
    • Competition as a backdrop for copyright and patent law
    • Governmental oversight of patent enforcement where standards are implicated
    • Antitrust considerations in patent acquisitions
    • IP licensing and the limits of contract law -- the “first sale doctrine”
    • Patent settlements -- what is at issue in FTC v. Actavis?
    • Fraudulent procurement and bad faith enforcement

    Robert T. Taylor 

    10:00 Trade Secrets Update

    • What does the White House Strategy on Mitigating the Theft of U.S. Trade Secrets mean for you?
    • New state and federal legislation to protect trade secrets
    • Keeping ahead of the threats: establishing, implementing and updating best practices for protecting trade secrets in a networked world 
    • Safely sharing trade secrets with others
    • Proving and defending against trade secrets claims
    • Remedies for trade secret misappropriation: designing equitable orders and calculating money awards
    • Litigating trade secrets cases before the ITC
    • How can alternative dispute resolution help resolve trade secrets disputes?

    Victoria A. Cundiff

    11:00 Break

    11:15 Trademark Hot Topics

    • Proving dilution: Just what is impairment?
    • Proving nominative fair use: Whose burden is it anyway?
    • Proving irreparable harm in trademark preliminary injunction proceedings: Does the Supreme Court eBay decision control?
    • Social media: Scouting the social network: What uses should trademark owners challenge? Will unchallenged uses come back to bite a trademark owner?
    • Proving fraud before the TTAB and the Courts: Do juries make a difference?
    • Covenants not to sue: Will the Supreme Court Already v. Nike opinion encourage trademark owners to charge their competitors with infringement and then abandon suit without risking an adverse decision?

    Siegrun D. Kane

    12:15 Lunch

    Afternoon Session:  1:30 p.m. - 4:15 p.m.

    1:30 Corporate Counsel Panel: Hot Topics and Best Practices

    • Managing the increasing amount of non-practicing entity (aka “patent troll”) litigation
    • Buying and selling patent rights
      - Assignment or license?
      - Legal due diligence considerations
    • The ins and outs (and contractual implications) of dealing with the UCC statutory IP warranty and indemnification procedures
    • New Patent Office inter partes proceedings under the AIA, including Post Grant Review and Inter Partes review: the new rules, and how best to utilize the new proceedings from an in-house viewpoint
    Carolyn H. Blankenship, Andrea L. Colby, Joel Wolfson, Gail H. Zarick

    3:00 Break

    3:15 IP Lawyer Ethical Issues
    • The changing ethical landscape: Revisions to the Model Rules of Professional Conduct and proposed revisions to the USPTO Rules 
    • Emerging issues in conflicts of interest: Subject matter conflicts and disqualification update 
    • Potential perils of technology in an IP practice 
    • Malpractice Issues: Recent case law, developments in the standard of care, and jurisdiction (American Well v. Layne & Bowler)

    Steven C. Bennett

    4:15 Adjourn

    Co-Chair(s)
    David Bender ~ Adjunct Professor, University of Houston Law Center, The Law Office of David Bender
    Robert P. Taylor ~ Arnold & Porter LLP
    Speaker(s)
    Steven C. Bennett ~ Jones Day
    Carolyn H. Blankenship ~ Senior Vice President, Associate General Counsel, Intellectual Property, Thomson Reuters
    Andrew P. Bridges ~ Fenwick & West LLP
    William Sloan Coats ~ Greenberg Traurig, LLP
    Andrea L. Colby ~ Associate Patent Counsel, Johnson & Johnson
    Victoria A. Cundiff ~ Paul Hastings LLP
    Richard L. Epling ~ Pillsbury Winthrop Shaw Pittman LLP
    Daryl W. Fairbairn ~ Clifford Chance US LLP
    Theresa M. Gillis ~ Mayer Brown LLP
    Siegrun D. Kane ~ Kane Advisors LLP
    Joseph P. Lavelle ~ DLA Piper (US) LLP
    Kathleen E. McCarthy ~ King & Spalding LLP
    Helen Hill Minsker ~ Banner & Witcoff, Ltd.
    Lateef Mtima ~ Professor of Law and Director, Institute for Intellectual Property and Social Justice, Howard University School of Law
    Raymond T. Nimmer ~ Leonard H. Childs Professor of Law, University of Houston Law Center
    Charan J. Sandhu ~ Weil, Gotshal & Manges LLP
    Robert Greene Sterne ~ Sterne, Kessler, Goldstein & Fox P.L.L.C.
    William A. Tanenbaum ~ Kaye Scholer LLP
    J. (Jay) T. Westermeier ~ Finnegan, Henderson, Farabow, Garrett & Dunner, LLP
    Joel Wolfson ~ Director and Assistant General Counsel, Bank of America Merrill Lynch
    Gail H. Zarick ~ Watson Site IP Counsel, IBM Corporation
    Program Attorney(s)
    Tamara C. Kiwi ~ Program Attorney, Practising Law Institute
    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

    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 0495741. You can also make reservations online 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: res.ny@warwickhotels.com

    Sheraton New York Times Square Hotel, 811 7th Avenue, New York, NY 10019, 1-800-325-3535 or (212) 581-1000. When calling, please mention Practising Law Institute and mention SET#311155. You may also book online.

    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.

    Why you should attend

    PLI’s Intellectual Property Law Institute is a “must-attend” program for IP lawyers. This program provides a complete analysis of key events in all areas of IP, providing updates on cases, legislation and government agency developments that IP lawyers need to know.

    A highlight of the program will be a panel of in-house IP counsel from prominent companies discussing the many facets of current interest for dealing with IP and suggesting some best practices and strategies. Plenary sessions will treat the antitrust-IP interface; whether copyright has become untethered from its constitutional moorings; the interplay among trade dress, design patents, and copyright (and what happened in Apple v. Samsung); trade secrets developments; recent developments in privacy law; a trademark law update; and ethics (one full hour credit).

    This year’s program will feature four breakout sessions, each with three current topics that will focus respectively on copyrights, licensing, patents, and trademarks. Among the breakout topics will be discussions of IP licensing in the US, India, and Europe (including developments in the European unitary patent); effects of the AIA on both prosecution and litigation; a copyright update and discussion of grey market law; aesthetic functionality; and trademark licenses in bankruptcy.

    What you will learn

    • The latest changes in the law of patents, copyrights, trademarks, and trade secrets
    • The interplay among trade dress, design patents, and copyright (against the background of Apple v. Samsung)
    • Developments at the IP-antitrust interface
    • Perceptible effects of the AIA
    • Whether copyright is drifting away from its constitutional basis
    • Updates in privacy law, and why they affect your clients
    • Significant trade secret developments
    • Trademark updates
    Special Features
    • In-house panel providing guidance on managing IP
    • Four separate breakouts
    • Complete overview of IP law
    • Earn one hour of Ethics credit

    Who should attend

    General practitioners, intellectual property attorneys, in-house counsel and others who need a comprehensive update on the major areas of intellectual property law. Join Institute co-chairs, David Bender and Robert P. Taylor and a faculty of distinguished intellectual property practitioners from major corporations and law firms at this year’s Institute. Don’t miss this once a year opportunity to learn from the best and to network with in-house and outside intellectual property lawyers from around the world. In just two days, you will become up to date on many of the important intellectual property developments, learn best practices in a variety of practice settings, hear best practices to maximize the value of intellectual property assets, and earn ethics credit too!

    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.

    Day One: 9:00 a.m. - 5:00 p.m.

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

    9:00 Program Overview

    Robert P. Taylor

    9:15 Protecting Designs: How do Design Patent, Copyright, and Trade Dress Intersect?

    • What are the core differences between design patents, trade dress, and copyright for designs, etc?
    • How will Apple v. Samsung affect developments in Smartphone and Tablet markets and design?
    • Is copyright the strongest or weakest protection in this space?
    • How does one select the “primary reference” needed for a design patent obviousness analysis?
    • Can trade dress protection apply where a design patent could not issue?
    • Can a design patent issue where no copyright would exist because of a lack of originality of expression?

    Raymond T. Nimmer

    10:15 Developments in Privacy and Data Protection

    • The debate over online behavioral advertising
    • Breach Notification statutes – and why they work
    • The EU data protection regime and proposed changes to it – and why they matter to you and your clients
    • Privacy initiatives of the Federal Trade Commission
    • Recent privacy activities of the California Attorney General
    • U.S. and EU privacy trends

    David Bender

    11:15 Break

    11:30 Has Copyright Become Untethered from its Constitutional Moorings?

    • The Copyright Clause as the basis for copyright law and its controversies
      - “Limited Times” and the Public Domain: virtually perpetual rights?
      - “Progress of Science and Useful Arts”: does it really matter?
    • Other Constitutional Provisions affecting Copyright Law
      - Commerce Clause: Trade and Technology Regulation: why you can’t copy your DVD to your tablet
      - Treaty Powers, “policy laundering,” and harmonization of cultural values
      - First Amendment and Free Expression versus Copyright: how do they compete?
      - Fifth Amendment and Takings: does it apply to the public domain or to copyright terms?

    Andrew P. Bridges

    12:30 Lunch

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

    [Concurrent Breakout Sessions]

    1:45 Breakout Session No. 1a - LICENSING

    Licensing in the EU

    • Key issues affecting licensing within the EU
    • Common pitfalls in licensing with EU partners
    • European Unitary Patent Protection
      - Rationale and status
      - Unified Patent Court: potential impact on issues of venue and forum shopping, damages awarded and appeals
      - Relationship with existing prosecution, enforcement and revocation regimes

    Daryl Fairbairn

    Licensing in India

    • Comparative review of (and recent developments in) IP laws of India and how differences affect specific license provisions
    • Common "gotchas" in cross-border licensing arrangements
    • Review of governing law, arbitration and other similar enforcement issues in the context of cross-border licensing arrangements
    • Specific issues that arise in protecting your IP in India

    Charan J. Sandhu

    Licensing in the U.S.

    • Assignability of licenses
    • License conditions versus contractual commitments
    • Rights of exclusive licensees
    • Collaborative developments and joint IP ownership and licensing
    • Licensing new technologies (e.g. “Big Data” and “CleanTech”)

    Amy L. Toro

    1:45 Breakout session No. 1b – COPYRIGHT

    Copyright Update

    • Recent cases
    • TPP/Legislative update
    • Orphan works and small copyright claims
    • Copyright terminations
    • Sampling and mashups

    William Sloan Coats

    The U.S. Supreme Court and Kirtsaeng: The Future of Copyright Price Discrimination in Global and Domestic Markets

    • The First Sale Doctrine and its role in international trade
    • Users' rights and access to information considerations in copyright law and policy
    • Greymarket theories and intellectual goods
    • Lawfully produced products in the global marketplace

    Lateef Mtima

    Database Protection

    • Copyright protection for compilations and automated databases
    • Revised Copyright Office registration practices for automated databases
    • Strategies for expanding the scope of copyright protection
    • Issues raised by Muench Photography, Inc., Alaska Stock, LLC and other recent cases
    • Contractual protection and access licenses
    • European database directive

    G. Gervaise Davis III

    3:15 Break

    3:30 Breakout Session No. 2a – PATENT

    Patent Update

    • CAFC (and some district court) decisions on patent prosecution and litigation
    • Supreme Court decisions in patent cases and how they have been applied by the CAFC
    • Trends in CAFC jurisprudence

    I. Neel Chatterjee

    The New AIA Contested Proceedings and Legacy Reexaminations at the USPTO

    • The Inter Partes Review proceeding
    • The Covered Business Method proceeding
    • The Patent Trial before the Patent Trial & Appeal Board
    • The Federal Circuit Review of PTAB Proceedings
    • Legacy Reexamination Proceedings
    • The impact of these new validity proceedings on the U.S. Patent Landscape

    Robert Greene Sterne

    Effect of the AIA on District Court Litigation

    • Litigation consolidation and joinder under AIA
    • Commencing a PTO proceeding during litigation
    • Collateral estoppel effects of PTO proceedings
    • Stays of litigation and PTO proceedings post AIA

    Jennifer Sklenar

    3:30 Breakout Session No. 2b - TRADEMARK

    Aesthetic Functionality: How Important Is It?

    • Betty Boop – the case, its facts and the two 9th Circuit opinions
      - What the 9th Circuit got right and wrong
    • Laboutin/Red Soled Shoes – the case, its facts
      - What the 2d Circuit got right and wrong
    • Practical tips in prosecuting trademark applications for arguably “aesthetically functional” marks
      - Recent TTAB decisions
    • Practical tips in litigating to protect arguably “aesthetically functional” marks

    Anne Hiaring Hocking

    Recent Developments in TTAB Practice and Procedure

    • Noteworthy decisions (dilution, trade dress, and other hot topics)
    • Recent decisions on procedural and evidentiary issues
    • Tips on practice/procedure

    Helen Hill Minsker

    Trademarks and US Bankruptcy: It’s a Whole New World

    • What do debtors typically try to do with trademarks and trademark licenses?
    • What can you do as a trademark licensee to protect your rights when the trademark owner becomes a debtor in bankruptcy?
    • What if you are the trademark owner and your licensee is the one who files?
    • What are the most recent developments in bankruptcy law regarding trademark issues?

    Philip S. Warden

    5:00 Adjourn

    Day Two: 9:00 a.m. - 4:15 p.m.

    Morning Session: 9:00 a.m. – 12:15 p.m.

    9:00 Continuing Turmoil at the Interface of Intellectual Property and Antitrust Law

    • Conceptual tensions and overview
    • Competition as a backdrop for copyright and patent law
    • Governmental oversight of patent enforcement where standards are implicated
    • Antitrust considerations in patent acquisitions
    • IP licensing and the limits of contract law -- the “first sale doctrine”
    • Patent settlements -- what is at issue in FTC v. Actavis?
    • Fraudulent procurement and bad faith enforcement

    Robert T. Taylor

    10:00 Trade Secrets Update

    • What does the White House Strategy on Mitigating the Theft of U.S. Trade Secrets mean for you?
    • New state and federal legislation to protect trade secrets
    • Keeping ahead of the threats: establishing, implementing and updating best practices for protecting trade secrets in a networked world
    • Safely sharing trade secrets with others
    • Proving and defending against trade secrets claims
    • Remedies for trade secret misappropriation: designing equitable orders and calculating money awards
    • Litigating trade secrets cases before the ITC
    • How can alternative dispute resolution help resolve trade secrets disputes?

    Victoria A. Cundiff

    11:00 Break

    11:15 Trademark Hot Topics

    • Proving dilution: Just what is impairment?
    • Proving nominative fair use: Whose burden is it anyway?
    • Proving irreparable harm in trademark preliminary injunction proceedings: Does the Supreme Court eBay decision control?
    • Social media: Scouting the social network: What uses should trademark owners challenge? Will unchallenged uses come back to bite a trademark owner?
    • Proving fraud before the TTAB and the Courts: Do juries make a difference?
    • Covenants not to sue: Will the Supreme Court Already v. Nike opinion encourage trademark owners to charge their competitors with infringement and then abandon suit without risking an adverse decision?

    Karen Frank

    12:15 Lunch

    Afternoon Session: 1:30 p.m. - 4:15 p.m.

    1:30 Corporate Counsel Panel: Hot Topics and Best Practices

    • Rights of personal publicity and copyright claims are clashing with First Amendment protections of artistic expression. Even tattoo artists are jumping into the fray . . .
    • How the IP “exhaustion doctrine” doctrine is affecting licensing and cross-licensing
    • Implications for companies of the growing secondary market for patents
    • Standards-essential patents, injunctions, and RAND commitments
    • An insider view of the legal and regulatory landscape of standard setting
    • Pursuing patents for pharmaceutical products overseas - when having a patent may negatively affect commercial returns and other perils
    • New mechanisms and proposals to deal with the increasing problem of PAEs

    Jason Albert, Marta Beckwith, Steve Bené, Dana W. Hayter, Jean I. Liu

    3:00 Break

    3:15 IP Lawyer Ethical Issues

    • The changing ethical landscape: Revisions to the Model Rules of Professional Conduct and proposed revisions to the USPTO Rules
    • Emerging issues in conflicts of interest: Subject matter conflicts and disqualification update
    • Potential perils of technology in an IP practice
    • Malpractice Issues: Recent case law, developments in the standard of care, and jurisdiction (American Well v. Layne & Bowler)

    Merri A. Baldwin

    4:15 Adjourn

    Co-Chair(s)
    David Bender ~ Adjunct Professor, University of Houston Law Center, The Law Office of David Bender
    Robert P. Taylor ~ Arnold & Porter LLP
    Speaker(s)
    Jason Albert ~ Assistant General Counsel, IP Policy & Strategy, Microsoft Corporation
    Merri A. Baldwin ~ Shareholder, Rogers Joseph O'Donnell, PC
    Marta Y. Beckwith ~ Senior Director, Legal Services, Cisco Systems, Inc.
    Steve Bené ~ General Counsel, Electronic Arts
    Andrew P. Bridges ~ Fenwick & West LLP
    I. Neel Chatterjee ~ Orrick, Herrington & Sutcliffe LLP
    William Sloan Coats ~ Greenberg Traurig, LLP
    Victoria A. Cundiff ~ Paul Hastings LLP
    G. Gervaise Davis, III ~ Terra Law LLP
    Daryl W. Fairbairn ~ Clifford Chance US LLP
    Karen Frank ~ Coblentz, Patch, Duffy & Bass LLP
    Dana W. Hayter ~ Associate General Counsel, Intel Corporation
    Anne Hiaring Hocking ~ Hiaring + Smith, LLP
    Helen Hill Minsker ~ Banner & Witcoff, Ltd.
    Jean I. Liu, M.S., J.D. ~ Vice President, General Counsel and Secretary, Halozyme Therapeutics
    Lateef Mtima ~ Professor of Law and Director, Institute for Intellectual Property and Social Justice, Howard University School of Law
    Raymond T. Nimmer ~ Leonard H. Childs Professor of Law, University of Houston Law Center
    Charan J. Sandhu ~ Weil, Gotshal & Manges LLP
    Jennifer Sklenar ~ Arnold & Porter LLP
    Robert Greene Sterne ~ Sterne, Kessler, Goldstein & Fox P.L.L.C.
    Amy L. Toro ~ Covington & Burling LLP
    Philip S. Warden ~ Pillsbury Winthrop Shaw Pittman LLP
    Program Attorney(s)
    Tamara C. Kiwi ~ Program Attorney, 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.

    This is a webcast of the live San Francisco session.

    Why you should attend

    PLI’s Intellectual Property Law Institute is a “must-attend” program for IP lawyers. This program provides a complete analysis of key events in all areas of IP, providing updates on cases, legislation and government agency developments that IP lawyers need to know.

    A highlight of the program will be a panel of in-house IP counsel from prominent companies discussing the many facets of current interest for dealing with IP and suggesting some best practices and strategies. Plenary sessions will treat the antitrust-IP interface; whether copyright has become untethered from its constitutional moorings; the interplay among trade dress, design patents, and copyright (and what happened in Apple v. Samsung); trade secrets developments; recent developments in privacy law; a trademark law update; and ethics (one full hour credit).

    This year’s program will feature four breakout sessions, each with three current topics that will focus respectively on copyrights, licensing, patents, and trademarks. Among the breakout topics will be discussions of IP licensing in the US, India, and Europe (including developments in the European unitary patent); effects of the AIA on both prosecution and litigation; a copyright update and discussion of grey market law; aesthetic functionality; and trademark licenses in bankruptcy.

    What you will learn

    • The latest changes in the law of patents, copyrights, trademarks, and trade secrets
    • The interplay among trade dress, design patents, and copyright (against the background of Apple v. Samsung)
    • Developments at the IP-antitrust interface
    • Perceptible effects of the AIA
    • Whether copyright is drifting away from its constitutional basis
    • Updates in privacy law, and why they affect your clients
    • Significant trade secret developments
    • Trademark updates
    Special Features
    • In-house panel providing guidance on managing IP
    • Four separate breakouts
    • Complete overview of IP law
    • Earn one hour of Ethics credit

    Who should attend

    General practitioners, intellectual property attorneys, in-house counsel and others who need a comprehensive update on the major areas of intellectual property law. Join Institute co-chairs, David Bender and Robert P. Taylor and a faculty of distinguished intellectual property practitioners from major corporations and law firms at this year’s Institute. Don’t miss this once a year opportunity to learn from the best and to network with in-house and outside intellectual property lawyers from around the world. In just two days, you will become up to date on many of the important intellectual property developments, learn best practices in a variety of practice settings, hear best practices to maximize the value of intellectual property assets, and earn ethics credit too!

    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.

    Day One: 9:00 a.m. - 5:00 p.m.  (P.D.T.)

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

    9:00 Program Overview

    Robert P. Taylor

    9:15 Protecting Designs: How do Design Patent, Copyright, and Trade Dress Intersect?

    • What are the core differences between design patents, trade dress, and copyright for designs, etc?
    • How will Apple v. Samsung affect developments in Smartphone and Tablet markets and design?
    • Is copyright the strongest or weakest protection in this space?
    • How does one select the “primary reference” needed for a design patent obviousness analysis?
    • Can trade dress protection apply where a design patent could not issue?
    • Can a design patent issue where no copyright would exist because of a lack of originality of expression?

    Raymond T. Nimmer

    10:15 Developments in Privacy and Data Protection

    • The debate over online behavioral advertising
    • Breach Notification statutes – and why they work
    • The EU data protection regime and proposed changes to it – and why they matter to you and your clients
    • Privacy initiatives of the Federal Trade Commission
    • Recent privacy activities of the California Attorney General
    • U.S. and EU privacy trends

    David Bender

    11:15 Break

    11:30 Has Copyright Become Untethered from its Constitutional Moorings?

    • The Copyright Clause as the basis for copyright law and its controversies
      - “Limited Times” and the Public Domain: virtually perpetual rights?
      - “Progress of Science and Useful Arts”: does it really matter?
    • Other Constitutional Provisions affecting Copyright Law
      - Commerce Clause: Trade and Technology Regulation: why you can’t copy your DVD to your tablet
      - Treaty Powers, “policy laundering,” and harmonization of cultural values
      - First Amendment and Free Expression versus Copyright: how do they compete?
      - Fifth Amendment and Takings: does it apply to the public domain or to copyright terms?

    Andrew P. Bridges

    12:30 Lunch

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

    [Concurrent Breakout Sessions]

    1:45 Breakout Session No. 1a - LICENSING

    Licensing in the EU

    • Key issues affecting licensing within the EU
    • Common pitfalls in licensing with EU partners
    • European Unitary Patent Protection
      - Rationale and status
      - Unified Patent Court: potential impact on issues of venue and forum shopping, damages awarded and appeals
      - Relationship with existing prosecution, enforcement and revocation regimes

    Daryl Fairbairn

    Licensing in India

    • Comparative review of (and recent developments in) IP laws of India and how differences affect specific license provisions
    • Common "gotchas" in cross-border licensing arrangements
    • Review of governing law, arbitration and other similar enforcement issues in the context of cross-border licensing arrangements
    • Specific issues that arise in protecting your IP in India

    Charan J. Sandhu

    Licensing in the U.S.

    • Assignability of licenses
    • License conditions versus contractual commitments
    • Rights of exclusive licensees
    • Collaborative developments and joint IP ownership and licensing
    • Licensing new technologies (e.g. “Big Data” and “CleanTech”)

    Amy L. Toro

    1:45 Breakout session No. 1b – COPYRIGHT

    Copyright Update

    • Recent cases
    • TPP/Legislative update
    • Orphan works and small copyright claims
    • Copyright terminations
    • Sampling and mashups

    William Sloan Coats

    The U.S. Supreme Court and Kirtsaeng: The Future of Copyright Price Discrimination in Global and Domestic Markets

    • The First Sale Doctrine and its role in international trade
    • Users' rights and access to information considerations in copyright law and policy
    • Greymarket theories and intellectual goods
    • Lawfully produced products in the global marketplace

    Lateef Mtima

    Database Protection

    • Copyright protection for compilations and automated databases
    • Revised Copyright Office registration practices for automated databases
    • Strategies for expanding the scope of copyright protection
    • Issues raised by Muench Photography, Inc., Alaska Stock, LLC and other recent cases
    • Contractual protection and access licenses
    • European database directive

    G. Gervaise Davis III

    3:15 Break

    3:30 Breakout Session No. 2a – PATENT

    Patent Update

    • CAFC (and some district court) decisions on patent prosecution and litigation
    • Supreme Court decisions in patent cases and how they have been applied by the CAFC
    • Trends in CAFC jurisprudence

    I. Neel Chatterjee

    The New AIA Contested Proceedings and Legacy Reexaminations at the USPTO

    • The Inter Partes Review proceeding
    • The Covered Business Method proceeding
    • The Patent Trial before the Patent Trial & Appeal Board
    • The Federal Circuit Review of PTAB Proceedings
    • Legacy Reexamination Proceedings
    • The impact of these new validity proceedings on the U.S. Patent Landscape

    Robert Greene Sterne

    • Effect of the AIA on District Court Litigation
    • Litigation consolidation and joinder under AIA
    • Commencing a PTO proceeding during litigation
    • Collateral estoppel effects of PTO proceedings
    • Stays of litigation and PTO proceedings post AIA

    Jennifer Sklenar

    3:30 Breakout Session No. 2b - TRADEMARK

    Aesthetic Functionality: How Important Is It?

    • Betty Boop – the case, its facts and the two 9th Circuit opinions
      - What the 9th Circuit got right and wrong
    • Laboutin/Red Soled Shoes – the case, its facts
      - What the 2d Circuit got right and wrong
    • Practical tips in prosecuting trademark applications for arguably “aesthetically functional” marks
      - Recent TTAB decisions
    • Practical tips in litigating to protect arguably “aesthetically functional” marks

    Anne Hiaring Hocking

    Recent Developments in TTAB Practice and Procedure

    • Noteworthy decisions (dilution, trade dress, and other hot topics)
    • Recent decisions on procedural and evidentiary issues
    • Tips on practice/procedure

    Helen Hill Minsker

    • Trademarks and US Bankruptcy: It’s a Whole New World
    • What do debtors typically try to do with trademarks and trademark licenses?
    • What can you do as a trademark licensee to protect your rights when the trademark owner becomes a debtor in bankruptcy?
    • What if you are the trademark owner and your licensee is the one who files?
    • What are the most recent developments in bankruptcy law regarding trademark issues?

    Philip S. Warden

    5:00 Adjourn

    Day Two: 9:00 a.m. - 4:15 p.m.  (P.D.T.)

    Morning Session: 9:00 a.m. – 12:15 p.m.  (P.D.T.)

    9:00 Continuing Turmoil at the Interface of Intellectual Property and Antitrust Law

    • Conceptual tensions and overview
    • Competition as a backdrop for copyright and patent law
    • Governmental oversight of patent enforcement where standards are implicated
    • Antitrust considerations in patent acquisitions
    • IP licensing and the limits of contract law -- the “first sale doctrine”
    • Patent settlements -- what is at issue in FTC v. Actavis?
    • Fraudulent procurement and bad faith enforcement

    Robert T. Taylor

    10:00 Trade Secrets Update

    • What does the White House Strategy on Mitigating the Theft of U.S. Trade Secrets mean for you?
    • New state and federal legislation to protect trade secrets
    • Keeping ahead of the threats: establishing, implementing and updating best practices for protecting trade secrets in a networked world
    • Safely sharing trade secrets with others
    • Proving and defending against trade secrets claims
    • Remedies for trade secret misappropriation: designing equitable orders and calculating money awards
    • Litigating trade secrets cases before the ITC
    • How can alternative dispute resolution help resolve trade secrets disputes?

    Victoria A. Cundiff

    11:00 Break

    11:15 Trademark Hot Topics

    • Proving dilution: Just what is impairment?
    • Proving nominative fair use: Whose burden is it anyway?
    • Proving irreparable harm in trademark preliminary injunction proceedings: Does the Supreme Court eBay decision control?
    • Social media: Scouting the social network: What uses should trademark owners challenge? Will unchallenged uses come back to bite a trademark owner?
    • Proving fraud before the TTAB and the Courts: Do juries make a difference?
    • Covenants not to sue: Will the Supreme Court Already v. Nike opinion encourage trademark owners to charge their competitors with infringement and then abandon suit without risking an adverse decision?

    Karen Frank

    12:15 Lunch

    Afternoon Session: 1:30 p.m. - 4:15 p.m.  (P.D.T.)

    1:30 Corporate Counsel Panel: Hot Topics and Best Practices

    • Rights of personal publicity and copyright claims are clashing with First Amendment protections of artistic expression. Even tattoo artists are jumping into the fray . . .
    • How the IP “exhaustion doctrine” doctrine is affecting licensing and cross-licensing
    • Implications for companies of the growing secondary market for patents
    • Standards-essential patents, injunctions, and RAND commitments
    • An insider view of the legal and regulatory landscape of standard setting
    • Pursuing patents for pharmaceutical products overseas - when having a patent may negatively affect commercial returns and other perils
    • New mechanisms and proposals to deal with the increasing problem of PAEs

    Jason Albert, Marta Beckwith, Steve Bené, Dana W. Hayter, Jean I. Liu

    3:00 Break

    3:15 IP Lawyer Ethical Issues

    • The changing ethical landscape: Revisions to the Model Rules of Professional Conduct and proposed revisions to the USPTO Rules
    • Emerging issues in conflicts of interest: Subject matter conflicts and disqualification update
    • Potential perils of technology in an IP practice
    • Malpractice Issues: Recent case law, developments in the standard of care, and jurisdiction (American Well v. Layne & Bowler)

    Merri A. Baldwin

    4:15 Adjourn

    Co-Chair(s)
    David Bender ~ Adjunct Professor, University of Houston Law Center, The Law Office of David Bender
    Robert P. Taylor ~ Arnold & Porter LLP
    Speaker(s)
    Jason Albert ~ Assistant General Counsel, IP Policy & Strategy, Microsoft Corporation
    Merri A. Baldwin ~ Shareholder, Rogers Joseph O'Donnell, PC
    Marta Y. Beckwith ~ Senior Director, Legal Services, Cisco Systems, Inc.
    Steve Bené ~ General Counsel, Electronic Arts
    Andrew P. Bridges ~ Fenwick & West LLP
    I. Neel Chatterjee ~ Orrick, Herrington & Sutcliffe LLP
    William Sloan Coats ~ Greenberg Traurig, LLP
    Victoria A. Cundiff ~ Paul Hastings LLP
    G. Gervaise Davis, III ~ Terra Law LLP
    Daryl W. Fairbairn ~ Clifford Chance US LLP
    Karen Frank ~ Coblentz, Patch, Duffy & Bass LLP
    Dana W. Hayter ~ Associate General Counsel, Intel Corporation
    Anne Hiaring Hocking ~ Hiaring + Smith, LLP
    Helen Hill Minsker ~ Banner & Witcoff, Ltd.
    Jean I. Liu, M.S., J.D. ~ Vice President, General Counsel and Secretary, Halozyme Therapeutics
    Lateef Mtima ~ Professor of Law and Director, Institute for Intellectual Property and Social Justice, Howard University School of Law
    Raymond T. Nimmer ~ Leonard H. Childs Professor of Law, University of Houston Law Center
    Charan J. Sandhu ~ Weil, Gotshal & Manges LLP
    Jennifer Sklenar ~ Arnold & Porter LLP
    Robert Greene Sterne ~ Sterne, Kessler, Goldstein & Fox P.L.L.C.
    Amy L. Toro ~ Covington & Burling LLP
    Philip S. Warden ~ Pillsbury Winthrop Shaw Pittman LLP
    Program Attorney(s)
    Tamara C. Kiwi ~ Program Attorney, 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.

    Related Items

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    Intellectual Property Law Institute 2012 Oct. 30, 2012

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    Intellectual Property Law Institute 2014  
    Intellectual Property Law Institute 2013  
    Intellectual Property Law Institute 2012 Robert P. Taylor, Arnold & Porter LLP
    David Bender, The Law Office of David Bender
     
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    "Outstanding program. Thank you!"
    Stephen Hensley, BP America Inc.

    "Really great content this year! Keep up the good work."
    Kathleen Asher, Philips Intellectual Property & Standards

    "This was the best faculty of any PLI course I have ever attended in over 30 years of practice."
    2012 Attendee