Seminar  Seminar

Open Source and Free Software 2013: Benefits, Risks and Challenges


Select a Location:

Why you should attend

This program will address the critical issues that IP, technology and business lawyers need to consider when handling open source software in today’s economy. Armed with this information, you will be better able to help your clients make intelligent choices and decisions about how to take advantage of the benefits and manage the risks presented by open source software.

What you will learn

  • What is open source software? Why is it so important?
  • Understand open source licenses in the context of real-life issues
  • Get guidance on how to analyze an open source license and its key provisions
  • Learn about patents and standards in an open source world
  • Navigate new business models based on open source software
  • Get guidelines for effective open source development business practices
Special Feature
  • Earn one hour of Ethics credit

Who should attend

This program is designed for computer/technology lawyers, IP lawyers, in-house counsel, and outside corporate counsel whose clients develop, use, distribute or invest in technology.

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. - 12:45 p.m.

9:00 Open Source Technology and License Overview

A. Setting the Stage: An Introduction to Open Source Software

  • What makes software “free” or open source”?
  • An overview of the main licenses used for open source software and how they differ
  • What are the key legal and technical issues these licenses present?
  • What license should you select if you have open source software?

B. Open Source Software and its Licenses

  • Program and product structure
  • Case study of software architecture relevant to open source

Gabriel K. Holloway, Stuart Levi

10:15 Best Practices for License Enforcement and Avoiding Litigation

  • Analyzing OSS risk in corporate acquisitions
  • Drafting OSS provisions in corporate documents
  • Conducting effective open source audits
  • Recent cases/trends in OSS-related litigation

Terry J. Ilardi, Nader Mousavi

11:15 Networking Break

11:30 Effective Business Practices in the Open Source Cloud

  • Drafting and implementing corporate open source policies
  • Counseling internal “clients” on open source
  • Open source issues in newer infrastructure environments
  • Open source issues in acquisitions, vendor agreements

Kathlyn Card Beckles, Ellen Goldberg, Dina Ganz Traugot, Kevin F. Rothman

12:30 Lunch

Afternoon Session: 1:30 p.m. - 5:00 p.m.

1:30 Ethics Issues for the Open Source Practitioner

  • Ethical issues in client counseling scenarios
  • Recent ethics cases involving technology
  • Ethics in legal negotiations and disputes
  • Issues in privilege and confidentiality

Nicole Hyland, Lori E. Lesser

2:30 Royalty-Free Patents and Open Standards in Open Source Software

  • Patent provisions in open source licenses
  • Protecting open source projects from patents
  • Recent patent litigation and legislation
  • Patents and open standards

Carolyn Blankenship, Kenneth L. Johnson

3:30 Networking Break

3:45 Hot Topics: Critical Issues and Important Cases in FOSS

  • Discussion of timely issues confronting the open source community
  • Developments at major open source and free software organizations
  • Expectations for the future of open source and free software
  • Strategic adoption of open source in business and government

Aaron Williamson, Heather Meeker

4:45 Closing Remarks

5:00 Adjourn

Co-Chair(s)
Lori E. Lesser ~ Simpson Thacher & Bartlett LLP
Stuart D. Levi ~ Skadden, Arps, Slate, Meagher & Flom LLP
Speaker(s)
Kathlyn Card Beckles ~ Managing Director & Associate General Counsel, Intellectual Property & Technology Law, JPMorgan Chase Bank, NA
Carolyn H. Blankenship ~ Senior Vice President, Associate General Counsel, Intellectual Property, Thomson Reuters
Ellen Goldberg ~ Executive Director and Assistant General Counsel, JPMorgan Chase Bank, N.A.
Gabriel K. Holloway ~ Leonard Street & Deinard
Nicole Hyland ~ Frankfurt Kurnit Klein & Selz PC
Terry J. Ilardi ~ Copyright Counsel, IBM Corporation
Kenneth L. Johnson ~ Chadbourne & Parke LLP
Gordon Long ~ Vice President, Strategic Partnerships McGraw-Hill Financial, Inc.
Heather J. Meeker ~ Greenberg Traurig, LLP
Nader A. Mousavi ~ Sullivan & Cromwell LLP
Kevin F. Rothman ~ Chief Technology Counsel, American Express
Dina Ganz Traugot ~ Travelers
Aaron Williamson ~ Attorney, IEEE Legal and Compliance Department
Program Attorney(s)
Willis Goodmoore ~ 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

This program will address the critical issues that IP, technology and business lawyers need to consider when handling open source software in today’s economy. Armed with this information, you will be better able to help your clients make intelligent choices and decisions about how to take advantage of the benefits and manage the risks presented by open source software.

What you will learn

  • What is open source software? Why is it so important?
  • Understand open source licenses in the context of real-life issues
  • Get guidance on how to analyze an open source license and its key provisions
  • Learn about patents and standards in an open source world
  • Navigate new business models based on open source software
  • Get guidelines for effective open source development business practices
Special Feature
  • Earn one hour of Ethics credit

Who should attend

This program is designed for computer/technology lawyers, IP lawyers, in-house counsel, and outside corporate counsel whose clients develop, use, distribute or invest in technology.

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. - 12:45 p.m.

9:00 Open Source Technology and License Overview

A. Setting the Stage: An Introduction to Open Source Software

  • What makes software “free” or open source”?
  • An overview of the main licenses used for open source software and how they differ
  • What are the key legal and technical issues these licenses present?
  • What license should you select if you have open source software?

B. Open Source Software and its Licenses

  • Program and product structure
  • Case study of software architecture relevant to open source

Gabriel Holloway, Jim Jagielski, Lawrence Rosen, Marc G. Visnick

10:15 Best Practices for License Enforcement and Avoiding Litigation

  • Analyzing OSS risk in corporate acquisitions
  • Drafting OSS provisions in corporate documents
  • Conducting effective open source audits
  • Recent cases/trends in OSS-related litigation

Daniel Berlin, Amanda Brock

11:15 Networking Break

11:30 Effective Business Practices in the Open Source Cloud

  • Drafting and implementing corporate open source policies
  • Counseling internal “clients” on open source
  • Open source issues in newer infrastructure environments
  • Open source issues in acquisitions, vendor agreements

Adam Cohn, Mitch Segal

12:30 Lunch

Afternoon Session: 1:30 p.m. - 5:00 p.m.

1:30 Ethics Issues for the Open Source Practitioner

  • Ethical issues in client counseling scenarios
  • Recent ethics cases involving technology
  • Ethics in legal negotiations and disputes
  • Issues in privilege and confidentiality

Harrison (Buzz) Frahn, Gwyn Murray

2:30 Royalty-Free Patents and Open Standards in Open Source Software

  • Patent provisions in open source licenses
  • Protecting open source projects from patents
  • Recent patent litigation and legislation
  • Patents and open standards

Geoffrey Creighton, Duane Valz

3:30 Networking Break

3:45 Hot Topics: Critical Issues and Important Cases in FOSS

  • Discussion of timely issues confronting the open source community
  • Developments at major open source and free software organizations
  • Expectations for the future of open source and free software
  • Strategic adoption of open source in business and government

Heather Meeker, Lawrence Rosen, Luis Villa

4:45 Closing Remarks

5:00 Adjourn

Speaker(s)
Daniel Berlin ~ Senior Staff Software Engineer and Attorney, Google
Amanda Brock ~ Solicitor & Director International Technology Law, Origin Ltd
Adam G. Cohn ~ Director, Legal Services, Cisco Systems, Inc.
Geoffrey Creighton ~ Senior Attorney, Microsoft Corporation
Harrison "Buzz" Frahn ~ Simpson Thacher & Bartlett LLP
Gabriel K. Holloway ~ Leonard Street & Deinard
Jim Jagielski ~ Apache and Red Hat
Heather J. Meeker ~ Greenberg Traurig, LLP
Gwyn Firth Murray ~ Matau Legal Group
Lawrence Rosen ~ Rosenlaw & Einschlag
Mitch Segal ~ Director and Associate General Counsel, Cloud Computing and Open Source, Hewlett Packard Co
Duane R. Valz ~ Patents & Patent Strategy, Google Inc.
Luis Villa ~ Deputy General Counsel, Wikimedia Foundation
Marc G. Visnick ~ Forensic Software Analyst, Johnson-Laird, Inc.
Program Attorney(s)
Willis Goodmoore ~ 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

This program will address the critical issues that IP, technology and business lawyers need to consider when handling open source software in today’s economy. Armed with this information, you will be better able to help your clients make intelligent choices and decisions about how to take advantage of the benefits and manage the risks presented by open source software.

What you will learn

  • What is open source software? Why is it so important?
  • Understand open source licenses in the context of real-life issues
  • Get guidance on how to analyze an open source license and its key provisions
  • Learn about patents and standards in an open source world
  • Navigate new business models based on open source software
  • Get guidelines for effective open source development business practices
Special Feature
  • Earn one hour of Ethics credit

Who should attend

This program is designed for computer/technology lawyers, IP lawyers, in-house counsel, and outside corporate counsel whose clients develop, use, distribute or invest in technology.

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.S.T.

Morning Session: 9:00 a.m. - 12:45 p.m. (P.S.T.)

9:00 Open Source Technology and License Overview

A. Setting the Stage: An Introduction to Open Source Software

  • What makes software “free” or open source”?
  • An overview of the main licenses used for open source software and how they differ
  • What are the key legal and technical issues these licenses present?
  • What license should you select if you have open source software?

B. Open Source Software and its Licenses

  • Program and product structure
  • Case study of software architecture relevant to open source

Gabriel Holloway, Jim Jagielski, Lawrence Rosen, Marc G. Visnick

10:15 Best Practices for License Enforcement and Avoiding Litigation

  • Analyzing OSS risk in corporate acquisitions
  • Drafting OSS provisions in corporate documents
  • Conducting effective open source audits
  • Recent cases/trends in OSS-related litigation

Daniel Berlin, Amanda Brock

11:15 Networking Break

11:30 Effective Business Practices in the Open Source Cloud

  • Drafting and implementing corporate open source policies
  • Counseling internal “clients” on open source
  • Open source issues in newer infrastructure environments
  • Open source issues in acquisitions, vendor agreements

Adam Cohn, Mitch Segal

12:30 Lunch

Afternoon Session: 1:30 p.m. - 5:00 p.m. (P.S.T.)

1:30 Ethics Issues for the Open Source Practitioner

  • Ethical issues in client counseling scenarios
  • Recent ethics cases involving technology
  • Ethics in legal negotiations and disputes
  • Issues in privilege and confidentiality

Harrison (Buzz) Frahn, Gwyn Murray

2:30 Royalty-Free Patents and Open Standards in Open Source Software

  • Patent provisions in open source licenses
  • Protecting open source projects from patents
  • Recent patent litigation and legislation
  • Patents and open standards

Geoffrey Creighton, Duane Valz

3:30 Networking Break

3:45 Hot Topics: Critical Issues and Important Cases in FOSS

  • Discussion of timely issues confronting the open source community
  • Developments at major open source and free software organizations
  • Expectations for the future of open source and free software
  • Strategic adoption of open source in business and government

Heather Meeker, Lawrence Rosen, Luis Villa

4:45 Closing Remarks

5:00 Adjourn

Speaker(s)
Daniel Berlin ~ Senior Staff Software Engineer and Attorney, Google
Amanda Brock ~ Solicitor & Director International Technology Law, Origin Ltd
Adam G. Cohn ~ Director, Legal Services, Cisco Systems, Inc.
Geoffrey Creighton ~ Senior Attorney, Microsoft Corporation
Harrison "Buzz" Frahn ~ Simpson Thacher & Bartlett LLP
Gabriel K. Holloway ~ Leonard Street & Deinard
Jim Jagielski ~ Apache and Red Hat
Heather J. Meeker ~ Greenberg Traurig, LLP
Gwyn Firth Murray ~ Matau Legal Group
Lawrence Rosen ~ Rosenlaw & Einschlag
Mitch Segal ~ Director and Associate General Counsel, Cloud Computing and Open Source, Hewlett Packard Co
Duane R. Valz ~ Patents & Patent Strategy, Google Inc.
Luis Villa ~ Deputy General Counsel, Wikimedia Foundation
Marc G. Visnick ~ Forensic Software Analyst, Johnson-Laird, Inc.
Program Attorney(s)
Willis Goodmoore ~ 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.

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