Seminar  Program

USPTO Post-Grant Patent Trials 2017


Select a Location:

Why You Should Attend
Learn the ins and outs of post-grant trial proceedings.

Join our expert faculty, including PTAB and District Court Judges, for an in-depth analysis of the USPTO’s post-grant patent trial (“AIA Trial”) proceedings.  AIA Trial proceedings continue to be pursued in record number, and the PTAB is now the busiest patent court in the United States. Moreover, the CAFC is now considering a substantial new workflow based on AIA Trial decisions. These CAFC decisions are not only evolving PTAB trial practices, but all aspects of patent enforcement and procurement. Stakeholders and the courts alike recognize the significant impact of these proceedings on litigation strategies and patent monetization efforts. The new monetization landscape demands the development of alternative case management strategies, requiring consideration of concurrent PTAB tactics and options. AIA Trial proceedings are currently used to resolve patentability challenges, reduce costly litigation proceedings, reduce damage exposure, mitigate possible injunctive relief, accelerate settlement, and foster predictability. The first obstacle to patent monetization is now an Article I court, with specialized procedures and expert judicial insight. Are you prepared?

What You Will Learn
New for 2017! Notable rule change impacts, increasing feedback from the CAFC and Supreme Court, and emerging trends driven by the expanding PTAB workflow
New for 2017 in NY Only! The intersection of Pharma/Bio at the PTAB
New for 2017 in SF Only! Patent monetization/licensing in Silicon Valley – navigating PTAB roadblocks
• The role of AIA Trial proceedings as a component of a litigation strategy, including pre-trial and post-trial options
• Strategic considerations, including procedural traps for the unwary, will be identified
• The relative advantages and disadvantages of the various proceedings explained from the perspectives of both the Patentee and Third Party
• Perspectives of the judiciary presented by PTAB and District Court Judges, including case studies of well-known disputes

Who Should Attend
USPTO Post-Grant Patent Trials 2017 remains the most comprehensive program for patent owners and investors; corporate counsel; patent litigators; patent advisors, owners, and analysts; and patent professionals. Don’t miss it.


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.

9:00 Program Overview
Scott A. McKeown, Robert Greene Sterne

9:15 The Busiest Patent Court in the U.S. – The USPTO’s Patent Trial and Appeal Board (PTAB)
AIA Trial proceedings are now the first hurdle to patent monetization and enforcement. This segment will explore the state of the PTAB trial operations, an assessment of current workflow, recent rule changes and agency initiatives and public feedback concerning Inter Partes Review (IPR), Post-Grant Review (PGR) and the Covered Business Method (CBM) proceedings. Emerging trends, notable outcomes, changing perspectives of the PTAB, and best practices will be identified relative to the 6,400-plus proceedings filed with the PTAB. Both petitioner and patentee perspectives will be analyzed relative to current and future USPTO practices, including contemplated legislative and/or further rule-based developments.
Moderators: Scott A. McKeown, Robert Greene Sterne; Hon. Faith S. Hochberg, Hon. Brian P. Murphy

10:15 Networking Break

10:30 The Preliminary Proceeding: Tactics, Estoppel Risks & Trial Institution
The preliminary proceeding of an AIA Trial is a critical period. In this segment, best practices for petitioner and patentee will be presented by leading practitioners. Topics include: statutory bars; preliminary response evidence; petition preparation; real parties in interest; privity; joint defense dynamics; development of declaration testimony; and requests for rehearing.
W. Todd Baker, David L. McCombs

11:30 The Article I Trial Court: Mechanics – Discovery, Motion Practice & Amendment
An AIA Trial is conducted on paper and spans from the end of the preliminary proceeding until the final written decision (FWD) of the PTAB. During such time “routine” discovery is available and “additional” discovery may be sought. Leading practitioners will examine the unique PTAB discovery standards, practices and pitfalls, expert declarations, depositions, the patent owner response, the petitioner reply, as well as common motion practice, observations, and working with the PTAB to resolve disputes. The unique amendment practices of the PTAB will also be explored, together with concurrent patent reissue, reexamination joinder and settlement scenarios.
Timothy E. Bianchi, Eldora L. Ellison, Naveen Modi

12:30 Lunch Break

1:45 The Final Written Decision, Rehearing & Appeals to the CAFC
Appeals from the PTAB are taken to the Court of Appeal for the Federal Circuit (CAFC). The volume of PTAB appeals heading to the Federal Circuit is substantial and increasing. New roadblocks such as Article III standing as well as potential new disputes over 315(b) may impact future appeal strategies. Hear best practices for preparing for and presenting oral argument before the PTAB and possible live testimony of the experts, as well as developing the record for CAFC review and presenting winning appeals to the CAFC.
Meredith Martin Addy, Jason E. Stach

2:45 Networking Break

3:00 Northeast Corridor: Bio/Pharma at the PTAB
PGR will be explored as an increasing number of patents may now be challenged on §§ 101, 102/103, and 112 grounds. Industry leaders will also discuss leverage of IPR & PGR by generics. Differences in §112 standards will be explored relative to district court practices as well as §101 practices. The panel will provide the unique perspective of the unpredictable arts as it relates to all things PTAB.
Moderator: Bryan Zielinski; Leslie Fischer, Rekha Hanu, Hans Sauer

4:00 Concurrent PTAB & District Court Trial Strategies
This segment will move into specific concurrent strategies such as the ability to stay district court and/or ITC proceedings, and leveraging the differing PTAB evidentiary proof, fact finding and claim construction standards in the active litigation. The impact of evolving CAFC case law as well as district court uses of PTAB records, and estoppel will be explored.
Jonathan Stroud

5:00 Adjourn

Co-Chair(s)
Scott A. McKeown ~ Ropes & Gray LLP
Robert Greene Sterne ~ Sterne, Kessler, Goldstein & Fox P.L.L.C.
Moderator(s)
Bryan C. Zielinski ~ Vice President of Patents, Pfizer Inc
Speaker(s)
Meredith Martin Addy ~ Tabet DiVito & Rothstein LLC
W. Todd Baker ~ Oblon, McClelland, Maier & Neustadt, L.L.P.
Timothy Bianchi ~ Schwegman Lundberg & Woessner, PA
Eldora L. Ellison, Ph.D. ~ Sterne, Kessler, Goldstein & Fox P.L.L.C.
Leslie Fischer, Ph.D. ~ Principal Patent Attorney, I&D, NS, Ophtha Patent Group, Novartis Pharmaceuticals Corporation
Rekha Hanu, Ph.D. ~ Executive Director, Chief IP Counsel, Akorn Pharmaceuticals
Hon. Faith S. Hochberg ~ United States District Judge (Ret.), Hochberg ADR
David L. McCombs ~ Haynes and Boone, LLP
Naveen Modi ~ Paul Hastings LLP
Hon. Brian P. Murphy ~ Lead Administrative Patent Judge, Patent Trial and Appeal Board, United States Patent and Trademark Office
Hans Sauer, Ph.D. ~ Deputy General Counsel, VP for Intellectual Property, Biotechnology Innovation Organization
Jason E. Stach ~ Finnegan, Henderson, Farabow, Garrett & Dunner, LLP
Jonathan Stroud ~ Chief Patent Counsel, Unified Patents Inc.
Program Attorney(s)
Ivo Mijac ~ Senior Program Manager, California, PLI

New York City Seminar Location

PLI New York Center
, 1177 Avenue of the Americas, (2nd floor), entrance on 45th Street, New York, New York 10036. (800) 260-4754.

New York City Hotel Accommodations

Crowne Plaza Times Square Manhattan, 1605 Broadway (at 48th Street), New York, NY 10019 (212) 977-4000. When calling, mention Practising Law Institute. You can also make reservations online to access PLI's rates.

The Muse, 130 West 46th Street, New York, NY 10036. Please call reservations at 1-800-546-7866. When calling, please mention Practising Law Institute and rate code PLII. You can also Book Online- Kimpton.

Millennium Broadway Hotel, 145 West 44th Street, New York, NY 10036. Please call reservations at 1-800-622-5569. When calling, please mention Practising Law Institute. You can also book online.

Hyatt Times Square, 135 W. 45th Street, New York, NY 10036. For reservations, please call (646) 364-1234. When calling mention rate code CR56218 or Practising Law Institute.

General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.


U.S. MCLE States

Alabama: PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Alaska:  All PLI products can fulfill Alaska’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Arizona:  PLI’s live seminars qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

California:  PLI’s live seminars qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All PLI products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Connecticut: Effective January 1, 2017, all PLI products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Florida:  All PLI products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Georgia:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Hawaii:  All PLI products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Idaho:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Illinois: All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Indiana:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Iowa:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Kansas:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live programs.

Kentucky:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Louisiana:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Maine:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Minnesota:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Mississippi:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Missouri:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Montana:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Nebraska:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Nevada:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

New Hampshire:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

New Jersey:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

New Mexico:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional live seminars can be used to fulfill the requirements for newly admitted attorneys. All credit categories may be earned via transitional live seminars.

North Carolina:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars

North Dakota:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Ohio:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Oklahoma:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Oregon:  All PLI products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Pennsylvania: PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Puerto Rico:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Rhode Island:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

South Carolina:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Tennessee:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Vermont:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s live seminars qualify as “live interactive” credit. There is no limit to the number of credits an attorney can earn via live interactive programs.

Washington:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

West Virginia:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Wisconsin:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Wyoming:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s live seminars qualify as “real-time” credit. There is no limit to the number of credits an attorney can earn via real-time programs.

Ontario (CPD-ON):  PLI’s live seminars qualify as “interactive” credit. There is no limit to the number of credits an attorney can earn via interactive programs.

Quebec (CPD-QC): PLI’s live seminars can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s live seminars qualify as “live” credit. There is no limit to the number of points an attorney can earn via live seminars.

United Kingdom (CPD-UK):  PLI’s live seminars can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  PLI’s live seminars qualify as “live” credit in all Australian jurisdictions. There is no limit to the number of credits an attorney can earn via live seminars.

Other Credit Types

CPE Credit (NASBA): PLI’s live seminars qualify as “Group-Live delivery” credit.

IRS Continuing Education (IRS-CE): PLI’s live seminars may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at plicredits@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s live seminars may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at plicredits@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s live seminars may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s live seminars may fulfill HR credit requirements.

SHRM Recertification (SHRM):  PLI’s live seminars qualify as "instructor-led" credit. There is no limit to the number of credits an SHRM professional can earn via instructor-led programs.

Compliance Certification Board (CCB):  PLI’s live seminars qualify as “live” training events. There is no limit to the number of credits a candidate or certification holder can earn via live programs.

Certified Anti-Money Laundering Specialists (CAMS):  PLI’s live seminars may fulfill CAMS credit requirements.

New York State Social Worker Continuing Education (SW CPE):  PLI’s live seminars may fulfill SW CPE credit requirements.

 

Why You Should Attend
Learn the ins and outs of post-grant trial proceedings.

Join our expert faculty, including PTAB and District Court Judges, for an in-depth analysis of the USPTO’s post-grant patent trial (“AIA Trial”) proceedings.  AIA Trial proceedings continue to be pursued in record number, and the PTAB is now the busiest patent court in the United States. Moreover, the CAFC is now considering a substantial new workflow based on AIA Trial decisions. These CAFC decisions are not only evolving PTAB trial practices, but all aspects of patent enforcement and procurement. Stakeholders and the courts alike recognize the significant impact of these proceedings on litigation strategies and patent monetization efforts. The new monetization landscape demands the development of alternative case management strategies, requiring consideration of concurrent PTAB tactics and options. AIA Trial proceedings are currently used to resolve patentability challenges, reduce costly litigation proceedings, reduce damage exposure, mitigate possible injunctive relief, accelerate settlement, and foster predictability. The first obstacle to patent monetization is now an Article I court, with specialized procedures and expert judicial insight. Are you prepared?

What You Will Learn
New for 2017! Notable rule change impacts, increasing feedback from the CAFC and Supreme Court, and emerging trends driven by the expanding PTAB workflow
New for 2017 in NY Only! The intersection of Pharma/Bio at the PTAB
New for 2017 in SF Only! Patent monetization/licensing in Silicon Valley – navigating PTAB roadblocks
• The role of AIA Trial proceedings as a component of a litigation strategy, including pre-trial and post-trial options
• Strategic considerations, including procedural traps for the unwary, will be identified
• The relative advantages and disadvantages of the various proceedings explained from the perspectives of both the Patentee and Third Party
• Perspectives of the judiciary presented by PTAB and District Court Judges, including case studies of well-known disputes

Who Should Attend
USPTO Post-Grant Patent Trials 2017 remains the most comprehensive program for patent owners and investors; corporate counsel; patent litigators; patent advisors, owners, and analysts; and patent professionals. Don’t miss it.


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.

9:00 Program Overview
Scott A. McKeown, Robert Greene Sterne

9:15 The Busiest Patent Court in the U.S. – The USPTO’s Patent Trial and Appeal Board (PTAB)
AIA Trial proceedings are now the first hurdle to patent monetization and enforcement. This segment will explore the state of the PTAB trial operations, an assessment of current workflow, recent rule changes and agency initiatives and public feedback concerning Inter Partes Review (IPR), Post-Grant Review (PGR) and the Covered Business Method (CBM) proceedings. Emerging trends, notable outcomes, changing perspectives of the PTAB, and best practices will be identified relative to the 6,400-plus proceedings filed with the PTAB. Both petitioner and patentee perspectives will be analyzed relative to current and future USPTO practices, including contemplated legislative and/or further rule-based developments.
Moderators: Scott A. McKeown, Robert Greene Sterne; Hon. Faith S. Hochberg, Hon. Brian P. Murphy

10:15 Networking Break

10:30 The Preliminary Proceeding: Tactics, Estoppel Risks & Trial Institution
The preliminary proceeding of an AIA Trial is a critical period. In this segment, best practices for petitioner and patentee will be presented by leading practitioners. Topics include: statutory bars; preliminary response evidence; petition preparation; real parties in interest; privity; joint defense dynamics; development of declaration testimony; and requests for rehearing.
W. Todd Baker, David L. McCombs

11:30 The Article I Trial Court: Mechanics – Discovery, Motion Practice & Amendment
An AIA Trial is conducted on paper and spans from the end of the preliminary proceeding until the final written decision (FWD) of the PTAB. During such time “routine” discovery is available and “additional” discovery may be sought. Leading practitioners will examine the unique PTAB discovery standards, practices and pitfalls, expert declarations, depositions, the patent owner response, the petitioner reply, as well as common motion practice, observations, and working with the PTAB to resolve disputes. The unique amendment practices of the PTAB will also be explored, together with concurrent patent reissue, reexamination joinder and settlement scenarios.
Timothy E. Bianchi, Eldora L. Ellison, Naveen Modi

12:30 Lunch Break

1:45 The Final Written Decision, Rehearing & Appeals to the CAFC
Appeals from the PTAB are taken to the Court of Appeal for the Federal Circuit (CAFC). The volume of PTAB appeals heading to the Federal Circuit is substantial and increasing. New roadblocks such as Article III standing as well as potential new disputes over 315(b) may impact future appeal strategies. Hear best practices for preparing for and presenting oral argument before the PTAB and possible live testimony of the experts, as well as developing the record for CAFC review and presenting winning appeals to the CAFC.
Meredith Martin Addy, Jason E. Stach

2:45 Networking Break

3:00 Northeast Corridor: Bio/Pharma at the PTAB
PGR will be explored as an increasing number of patents may now be challenged on §§ 101, 102/103, and 112 grounds. Industry leaders will also discuss leverage of IPR & PGR by generics. Differences in §112 standards will be explored relative to district court practices as well as §101 practices. The panel will provide the unique perspective of the unpredictable arts as it relates to all things PTAB.
Moderator: Bryan Zielinski; Leslie Fischer, Rekha Hanu, Hans Sauer

4:00 Concurrent PTAB & District Court Trial Strategies
This segment will move into specific concurrent strategies such as the ability to stay district court and/or ITC proceedings, and leveraging the differing PTAB evidentiary proof, fact finding and claim construction standards in the active litigation. The impact of evolving CAFC case law as well as district court uses of PTAB records, and estoppel will be explored.
Jonathan Stroud

5:00 Adjourn

Co-Chair(s)
Scott A. McKeown ~ Ropes & Gray LLP
Robert Greene Sterne ~ Sterne, Kessler, Goldstein & Fox P.L.L.C.
Moderator(s)
Bryan C. Zielinski ~ Vice President of Patents, Pfizer Inc
Speaker(s)
Meredith Martin Addy ~ Tabet DiVito & Rothstein LLC
W. Todd Baker ~ Oblon, McClelland, Maier & Neustadt, L.L.P.
Timothy Bianchi ~ Schwegman Lundberg & Woessner, PA
Eldora L. Ellison, Ph.D. ~ Sterne, Kessler, Goldstein & Fox P.L.L.C.
Leslie Fischer, Ph.D. ~ Principal Patent Attorney, I&D, NS, Ophtha Patent Group, Novartis Pharmaceuticals Corporation
Rekha Hanu, Ph.D. ~ Executive Director, Chief IP Counsel, Akorn Pharmaceuticals
Hon. Faith S. Hochberg ~ United States District Judge (Ret.), Hochberg ADR
David L. McCombs ~ Haynes and Boone, LLP
Naveen Modi ~ Paul Hastings LLP
Hon. Brian P. Murphy ~ Lead Administrative Patent Judge, Patent Trial and Appeal Board, United States Patent and Trademark Office
Hans Sauer, Ph.D. ~ Deputy General Counsel, VP for Intellectual Property, Biotechnology Innovation Organization
Jason E. Stach ~ Finnegan, Henderson, Farabow, Garrett & Dunner, LLP
Jonathan Stroud ~ Chief Patent Counsel, Unified Patents Inc.
Program Attorney(s)
Ivo Mijac ~ Senior Program Manager, California, PLI
General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.

PLI’s live and on-demand webcasts are single-user license products intended for an individual registrant only. Credit will be issued only to the individual registered. If two or more individuals wish to participate in a webcast and receive credit, PLI would be happy to provide a Groupcast – group viewing of a webcast. To schedule a Groupcast, please contact PLI at groupcasts@pli.edu.


U.S. MCLE States

Alabama:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Alaska:  All PLI products can fulfill Alaska’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Arizona:  PLI’s live webcasts qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

California:  PLI’s live webcasts qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All PLI products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Connecticut: Effective January 1, 2017, all PLI products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s live webcasts qualify as “eCLE” credit. Attorneys are limited to 12 credits of eCLE per reporting period.

Florida:  All PLI products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Georgia:  PLI’s live webcasts qualify as “in-house” credit. Attorneys are limited to 6 in-house credits per reporting period.

Hawaii:  All PLI products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Idaho:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Illinois:  All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Indiana:  PLI’s live webcasts qualify as “distance education” credit. Attorneys are limited to 9 credits of distance education per reporting period.

Iowa:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Kansas:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Kentucky:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Louisiana:  PLI’s live webcasts qualify as “self-study” credit. Attorneys are limited to 4 credits of self-study per reporting period.

Maine:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Minnesota:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Mississippi:  PLI’s live webcasts qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Missouri:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Montana:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Nebraska:  PLI’s live webcasts qualify as “computer-based learning” credit. Attorneys are limited to 5 credits of computer-based learning per reporting period.

Nevada:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

New Hampshire:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

New Jersey:  PLI’s live webcasts qualify as “alternative verifiable learning formats” credit. Attorneys are limited to 12 credits of alternative verifiable learning formats per reporting period.

New Mexico:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional live webcasts can be used to fulfill the requirements for New York newly admitted attorneys. Ethics credit, professional practice credit, and law practice management credit may be earned via transitional live webcasts. Skills credits may not be earned via live webcasts.

North Carolina:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

North Dakota:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Ohio:  PLI’s live webcasts qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Oklahoma:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Oregon:  All PLI products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Pennsylvania:  PLI’s live webcasts qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Puerto Rico:  PLI’s live webcasts qualify as “non-traditional” credit. Attorneys are limited to 8 credits of non-traditional programs per reporting period.

Rhode Island:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

South Carolina:  PLI’s live webcasts qualify as “alternatively delivered” credit. Attorneys are limited to 6 credits of alternatively delivered programs per reporting period.

Tennessee:  PLI’s live webcasts qualify as “distance learning” credit. Attorneys are limited to 8 credits of distance learning per reporting period.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s live webcasts qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Vermont:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s live webcasts qualify as “live interactive” credit. There is no limit to the number of credits an attorney can earn via live interactive programs.

Washington:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

West Virginia:  PLI’s live webcasts qualify as “online” credit. Attorneys are limited to 12 credits of online instruction per reporting period.

Wisconsin:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Wyoming:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s live webcasts qualify as “real-time” credit. There is no limit to the number of credits an attorney can earn via real-time programs.

Ontario (CPD-ON):  PLI’s live webcasts qualify as “interactive” credit. There is no limit to the number of credits an attorney can earn via interactive programs.

Quebec (CPD-QC):  PLI’s live webcasts can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s live webcasts qualify as “distance learning” credit. Attorneys are limited to 15 points of distance learning programs per reporting period.

United Kingdom (CPD-UK):  PLI’s live webcasts can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  PLI’s live webcasts may fulfill Australia’s CPD requirements. Credit limits for live webcasts vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.

Other Credit Types

CPE Credit (NASBA):  PLI’s live webcasts qualify as “Group-Internet-Based” (GIB) credit.

IRS Continuing Education (IRS-CE):  PLI’s live webcasts may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at plicredits@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s live webcasts may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at plicredits@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s live webcasts may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s live webcasts may fulfill HR credit requirements.

SHRM Recertification (SHRM):  PLI’s live webcasts qualify as "instructor-led" credit. There is no limit to the number of credits an SHRM professional can earn via instructor-led programs.

Compliance Certification Board (CCB):  PLI’s live webcasts qualify as “live” training events. There is no limit to the number of credits a candidate or certification holder can earn via live programs.

Certified Anti-Money Laundering Specialists (CAMS):  PLI’s live webcasts may fulfill CAMS credit requirements.

New York State Social Worker Continuing Education (SW CPE):  PLI’s live webcasts may fulfill SW CPE credit requirements.

 

Why You Should Attend
Learn the ins and outs of post-grant trial proceedings.

Join our expert faculty, including PTAB and District Court Judges, for an in-depth analysis of the USPTO’s post-grant patent trial (“AIA Trial”) proceedings.  AIA Trial proceedings continue to be pursued in record number, and the PTAB is now the busiest patent court in the United States. Moreover, the CAFC is now considering a substantial new workflow based on AIA Trial decisions. These CAFC decisions are not only evolving PTAB trial practices, but all aspects of patent enforcement and procurement. Stakeholders and the courts alike recognize the significant impact of these proceedings on litigation strategies and patent monetization efforts. The new monetization landscape demands the development of alternative case management strategies, requiring consideration of concurrent PTAB tactics and options. AIA Trial proceedings are currently used to resolve patentability challenges, reduce costly litigation proceedings, reduce damage exposure, mitigate possible injunctive relief, accelerate settlement, and foster predictability. The first obstacle to patent monetization is now an Article I court, with specialized procedures and expert judicial insight. Are you prepared?

What You Will Learn
New for 2017! Notable rule change impacts, increasing feedback from the CAFC and Supreme Court, and emerging trends driven by the expanding PTAB workflow
New for 2017 in NY Only! The intersection of Pharma/Bio at the PTAB
New for 2017 in SF Only! Patent monetization/licensing in Silicon Valley – navigating PTAB roadblocks
• The role of AIA Trial proceedings as a component of a litigation strategy, including pre-trial and post-trial options
• Strategic considerations, including procedural traps for the unwary, will be identified
• The relative advantages and disadvantages of the various proceedings explained from the perspectives of both the Patentee and Third Party
• Perspectives of the judiciary presented by PTAB and District Court Judges, including case studies of well-known disputes

Who Should Attend
USPTO Post-Grant Patent Trials 2017 remains the most comprehensive program for patent owners and investors; corporate counsel; patent litigators; patent advisors, owners, and analysts; and patent professionals. Don’t miss it.


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.

9:00 Program Overview
Scott A. McKeown, Robert Greene Sterne

9:15 The Busiest Patent Court in the U.S. – The USPTO’s Patent Trial and Appeal Board (PTAB)
AIA Trial proceedings are now the first hurdle to patent monetization and enforcement. This segment will explore the state of the PTAB trial operations, an assessment of current workflow, recent rule changes and agency initiatives and public feedback concerning Inter Partes Review (IPR), Post-Grant Review (PGR) and the Covered Business Method (CBM) proceedings. Emerging trends, notable outcomes, changing perspectives of the PTAB, and best practices will be identified relative to the 6,400-plus proceedings filed with the PTAB. Both petitioner and patentee perspectives will be analyzed relative to current and future USPTO practices, including contemplated legislative and/or further rule-based developments.
Moderators: Scott A. McKeown, Robert Greene Sterne; Hon. Faith S. Hochberg, Hon. Brian P. Murphy

10:15 Networking Break

10:30 The Preliminary Proceeding: Tactics, Estoppel Risks & Trial Institution
The preliminary proceeding of an AIA Trial is a critical period. In this segment, best practices for petitioner and patentee will be presented by leading practitioners. Topics include: statutory bars; preliminary response evidence; petition preparation; real parties in interest; privity; joint defense dynamics; development of declaration testimony; and requests for rehearing.
W. Todd Baker, David L. McCombs

11:30 The Article I Trial Court: Mechanics – Discovery, Motion Practice & Amendment
An AIA Trial is conducted on paper and spans from the end of the preliminary proceeding until the final written decision (FWD) of the PTAB. During such time “routine” discovery is available and “additional” discovery may be sought. Leading practitioners will examine the unique PTAB discovery standards, practices and pitfalls, expert declarations, depositions, the patent owner response, the petitioner reply, as well as common motion practice, observations, and working with the PTAB to resolve disputes. The unique amendment practices of the PTAB will also be explored, together with concurrent patent reissue, reexamination joinder and settlement scenarios.
Timothy E. Bianchi, Eldora L. Ellison, Naveen Modi

12:30 Lunch Break

1:45 The Final Written Decision, Rehearing & Appeals to the CAFC
Appeals from the PTAB are taken to the Court of Appeal for the Federal Circuit (CAFC). The volume of PTAB appeals heading to the Federal Circuit is substantial and increasing. New roadblocks such as Article III standing as well as potential new disputes over 315(b) may impact future appeal strategies. Hear best practices for preparing for and presenting oral argument before the PTAB and possible live testimony of the experts, as well as developing the record for CAFC review and presenting winning appeals to the CAFC.
Meredith Martin Addy, Jason E. Stach

2:45 Networking Break

3:00 Northeast Corridor: Bio/Pharma at the PTAB
PGR will be explored as an increasing number of patents may now be challenged on §§ 101, 102/103, and 112 grounds. Industry leaders will also discuss leverage of IPR & PGR by generics. Differences in §112 standards will be explored relative to district court practices as well as §101 practices. The panel will provide the unique perspective of the unpredictable arts as it relates to all things PTAB.
Moderator: Bryan Zielinski; Leslie Fischer, Rekha Hanu, Hans Sauer

4:00 Concurrent PTAB & District Court Trial Strategies
This segment will move into specific concurrent strategies such as the ability to stay district court and/or ITC proceedings, and leveraging the differing PTAB evidentiary proof, fact finding and claim construction standards in the active litigation. The impact of evolving CAFC case law as well as district court uses of PTAB records, and estoppel will be explored.
Jonathan Stroud

5:00 Adjourn

Co-Chair(s)
Scott A. McKeown ~ Ropes & Gray LLP
Robert Greene Sterne ~ Sterne, Kessler, Goldstein & Fox P.L.L.C.
Moderator(s)
Bryan C. Zielinski ~ Vice President of Patents, Pfizer Inc
Speaker(s)
Meredith Martin Addy ~ Tabet DiVito & Rothstein LLC
W. Todd Baker ~ Oblon, McClelland, Maier & Neustadt, L.L.P.
Timothy Bianchi ~ Schwegman Lundberg & Woessner, PA
Eldora L. Ellison, Ph.D. ~ Sterne, Kessler, Goldstein & Fox P.L.L.C.
Leslie Fischer, Ph.D. ~ Principal Patent Attorney, I&D, NS, Ophtha Patent Group, Novartis Pharmaceuticals Corporation
Rekha Hanu, Ph.D. ~ Executive Director, Chief IP Counsel, Akorn Pharmaceuticals
Hon. Faith S. Hochberg ~ United States District Judge (Ret.), Hochberg ADR
David L. McCombs ~ Haynes and Boone, LLP
Naveen Modi ~ Paul Hastings LLP
Hon. Brian P. Murphy ~ Lead Administrative Patent Judge, Patent Trial and Appeal Board, United States Patent and Trademark Office
Hans Sauer, Ph.D. ~ Deputy General Counsel, VP for Intellectual Property, Biotechnology Innovation Organization
Jason E. Stach ~ Finnegan, Henderson, Farabow, Garrett & Dunner, LLP
Jonathan Stroud ~ Chief Patent Counsel, Unified Patents Inc.
Program Attorney(s)
Ivo Mijac ~ Senior Program Manager, California, PLI
New Jersey Groupcast Location

New Jersey Institute for Continuing Legal Education, One Constitution Square, New Brunswick, NJ 08901-1520. 732-249-5100.

General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.


U.S. MCLE States

Alabama:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Alaska:  All PLI products can fulfill Alaska’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Arizona:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

California:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All PLI products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Connecticut: Effective January 1, 2017, all PLI products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Florida:  All PLI products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Georgia:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Hawaii:  All PLI products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Idaho:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Illinois:  All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Indiana:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Iowa:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Kansas:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live programs.

Kentucky:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Louisiana:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Maine:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Minnesota:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Mississippi:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Missouri:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Montana:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Nebraska:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Nevada:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

New Hampshire:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

New Jersey:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “alternative verifiable learning formats” credit. Attorneys are limited to 12 credits of alternative verifiable learning formats per reporting period.

New Mexico:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) can be used to fulfill the requirements for New York newly admitted attorneys. Ethics credit, professional practice credit, and law practice management credit may be earned via transitional live groupcasts. Skills credits may not be earned via live groupcasts.

North Carolina:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

North Dakota:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Ohio:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Oklahoma:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Oregon:  All PLI products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Pennsylvania:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Puerto Rico:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Rhode Island:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

South Carolina:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Tennessee:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Vermont:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live interactive” credit. There is no limit to the number of credits an attorney can earn via live interactive programs.

Washington:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

West Virginia:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Wisconsin:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Wyoming:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.


CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “real-time” credit. There is no limit to the number of credits an attorney can earn via real-time programs.

Ontario (CPD-ON):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “interactive” credit. There is no limit to the number of credits an attorney can earn via interactive programs.

Quebec (CPD-QC):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of points an attorney can earn via live groupcasts.

United Kingdom (CPD-UK):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) can fulfill the United Kingdom’s CPD requirements.


Other Credit Types

CPE Credit (NASBA):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “Group-Live delivery” credit.

IRS Continuing Education (IRS-CE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at cleadministrator@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at cleadministrator@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill HR credit requirements.

Compliance Certification Board (CCB):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” training events. There is no limit to the number of credits a candidate or certification holder can earn via live groupcasts.

IIEI Recertification:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may qualify for the Continuing Education Units (CEUs) necessary to fulfill the Certified U.S. Export Compliance Officer® (CUSECO) continuing education requirements.

 

Why You Should Attend
Learn the ins and outs of post-grant trial proceedings.

Join our expert faculty, including PTAB and District Court Judges, for an in-depth analysis of the USPTO’s post-grant patent trial (“AIA Trial”) proceedings.  AIA Trial proceedings continue to be pursued in record number, and the PTAB is now the busiest patent court in the United States. Moreover, the CAFC is now considering a substantial new workflow based on AIA Trial decisions. These CAFC decisions are not only evolving PTAB trial practices, but all aspects of patent enforcement and procurement. Stakeholders and the courts alike recognize the significant impact of these proceedings on litigation strategies and patent monetization efforts. The new monetization landscape demands the development of alternative case management strategies, requiring consideration of concurrent PTAB tactics and options. AIA Trial proceedings are currently used to resolve patentability challenges, reduce costly litigation proceedings, reduce damage exposure, mitigate possible injunctive relief, accelerate settlement, and foster predictability. The first obstacle to patent monetization is now an Article I court, with specialized procedures and expert judicial insight. Are you prepared?

What You Will Learn
New for 2017! Notable rule change impacts, increasing feedback from the CAFC and Supreme Court, and emerging trends driven by the expanding PTAB workflow
New for 2017 in NY Only! The intersection of Pharma/Bio at the PTAB
New for 2017 in SF Only! Patent monetization/licensing in Silicon Valley – navigating PTAB roadblocks
• The role of AIA Trial proceedings as a component of a litigation strategy, including pre-trial and post-trial options
• Strategic considerations, including procedural traps for the unwary, will be identified
• The relative advantages and disadvantages of the various proceedings explained from the perspectives of both the Patentee and Third Party
• Perspectives of the judiciary presented by PTAB and District Court Judges, including case studies of well-known disputes

Who Should Attend
USPTO Post-Grant Patent Trials 2017 remains the most comprehensive program for patent owners and investors; corporate counsel; patent litigators; patent advisors, owners, and analysts; and patent professionals. Don’t miss it.


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.

9:00 Program Overview
Scott A. McKeown, Robert Greene Sterne

9:15 The Busiest Patent Court in the U.S. – The USPTO’s Patent Trial and Appeal Board (PTAB)
AIA Trial proceedings are now the first hurdle to patent monetization and enforcement. This segment will explore the state of the PTAB trial operations, an assessment of current workflow, recent rule changes and agency initiatives and public feedback concerning Inter Partes Review (IPR), Post-Grant Review (PGR) and the Covered Business Method (CBM) proceedings. Emerging trends, notable outcomes, changing perspectives of the PTAB, and best practices will be identified relative to the 6,400-plus proceedings filed with the PTAB. Both petitioner and patentee perspectives will be analyzed relative to current and future USPTO practices, including contemplated legislative and/or further rule-based developments.
Moderators: Scott A. McKeown, Robert Greene Sterne; Hon. Faith S. Hochberg, Hon. Brian P. Murphy

10:15 Networking Break

10:30 The Preliminary Proceeding: Tactics, Estoppel Risks & Trial Institution
The preliminary proceeding of an AIA Trial is a critical period. In this segment, best practices for petitioner and patentee will be presented by leading practitioners. Topics include: statutory bars; preliminary response evidence; petition preparation; real parties in interest; privity; joint defense dynamics; development of declaration testimony; and requests for rehearing.
W. Todd Baker, David L. McCombs

11:30 The Article I Trial Court: Mechanics – Discovery, Motion Practice & Amendment
An AIA Trial is conducted on paper and spans from the end of the preliminary proceeding until the final written decision (FWD) of the PTAB. During such time “routine” discovery is available and “additional” discovery may be sought. Leading practitioners will examine the unique PTAB discovery standards, practices and pitfalls, expert declarations, depositions, the patent owner response, the petitioner reply, as well as common motion practice, observations, and working with the PTAB to resolve disputes. The unique amendment practices of the PTAB will also be explored, together with concurrent patent reissue, reexamination joinder and settlement scenarios.
Timothy E. Bianchi, Eldora L. Ellison, Naveen Modi

12:30 Lunch Break

1:45 The Final Written Decision, Rehearing & Appeals to the CAFC
Appeals from the PTAB are taken to the Court of Appeal for the Federal Circuit (CAFC). The volume of PTAB appeals heading to the Federal Circuit is substantial and increasing. New roadblocks such as Article III standing as well as potential new disputes over 315(b) may impact future appeal strategies. Hear best practices for preparing for and presenting oral argument before the PTAB and possible live testimony of the experts, as well as developing the record for CAFC review and presenting winning appeals to the CAFC.
Meredith Martin Addy, Jason E. Stach

2:45 Networking Break

3:00 Northeast Corridor: Bio/Pharma at the PTAB
PGR will be explored as an increasing number of patents may now be challenged on §§ 101, 102/103, and 112 grounds. Industry leaders will also discuss leverage of IPR & PGR by generics. Differences in §112 standards will be explored relative to district court practices as well as §101 practices. The panel will provide the unique perspective of the unpredictable arts as it relates to all things PTAB.
Moderator: Bryan Zielinski; Leslie Fischer, Rekha Hanu, Hans Sauer

4:00 Concurrent PTAB & District Court Trial Strategies
This segment will move into specific concurrent strategies such as the ability to stay district court and/or ITC proceedings, and leveraging the differing PTAB evidentiary proof, fact finding and claim construction standards in the active litigation. The impact of evolving CAFC case law as well as district court uses of PTAB records, and estoppel will be explored.
Jonathan Stroud

5:00 Adjourn

Co-Chair(s)
Scott A. McKeown ~ Ropes & Gray LLP
Robert Greene Sterne ~ Sterne, Kessler, Goldstein & Fox P.L.L.C.
Moderator(s)
Bryan C. Zielinski ~ Vice President of Patents, Pfizer Inc
Speaker(s)
Meredith Martin Addy ~ Tabet DiVito & Rothstein LLC
W. Todd Baker ~ Oblon, McClelland, Maier & Neustadt, L.L.P.
Timothy Bianchi ~ Schwegman Lundberg & Woessner, PA
Eldora L. Ellison, Ph.D. ~ Sterne, Kessler, Goldstein & Fox P.L.L.C.
Leslie Fischer, Ph.D. ~ Principal Patent Attorney, I&D, NS, Ophtha Patent Group, Novartis Pharmaceuticals Corporation
Rekha Hanu, Ph.D. ~ Executive Director, Chief IP Counsel, Akorn Pharmaceuticals
Hon. Faith S. Hochberg ~ United States District Judge (Ret.), Hochberg ADR
David L. McCombs ~ Haynes and Boone, LLP
Naveen Modi ~ Paul Hastings LLP
Hon. Brian P. Murphy ~ Lead Administrative Patent Judge, Patent Trial and Appeal Board, United States Patent and Trademark Office
Hans Sauer, Ph.D. ~ Deputy General Counsel, VP for Intellectual Property, Biotechnology Innovation Organization
Jason E. Stach ~ Finnegan, Henderson, Farabow, Garrett & Dunner, LLP
Jonathan Stroud ~ Chief Patent Counsel, Unified Patents Inc.
Program Attorney(s)
Ivo Mijac ~ Senior Program Manager, California, PLI
Atlanta Groupcast Location

Atlanta Bar Association, 400 International Tower, 229 Peachtree Street, NE, Atlanta, GA 30303-1601. (404) 521-0781.

General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.


U.S. MCLE States

Alabama:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Alaska:  All PLI products can fulfill Alaska’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Arizona:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

California:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All PLI products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Connecticut: Effective January 1, 2017, all PLI products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Florida:  All PLI products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Georgia:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Hawaii:  All PLI products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Idaho:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Illinois:  All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Indiana:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Iowa:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Kansas:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live programs.

Kentucky:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Louisiana:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Maine:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Minnesota:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Mississippi:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Missouri:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Montana:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Nebraska:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Nevada:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

New Hampshire:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

New Jersey:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “alternative verifiable learning formats” credit. Attorneys are limited to 12 credits of alternative verifiable learning formats per reporting period.

New Mexico:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) can be used to fulfill the requirements for New York newly admitted attorneys. Ethics credit, professional practice credit, and law practice management credit may be earned via transitional live groupcasts. Skills credits may not be earned via live groupcasts.

North Carolina:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

North Dakota:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Ohio:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Oklahoma:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Oregon:  All PLI products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Pennsylvania:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Puerto Rico:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Rhode Island:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

South Carolina:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Tennessee:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Vermont:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live interactive” credit. There is no limit to the number of credits an attorney can earn via live interactive programs.

Washington:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

West Virginia:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Wisconsin:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Wyoming:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.


CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “real-time” credit. There is no limit to the number of credits an attorney can earn via real-time programs.

Ontario (CPD-ON):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “interactive” credit. There is no limit to the number of credits an attorney can earn via interactive programs.

Quebec (CPD-QC):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of points an attorney can earn via live groupcasts.

United Kingdom (CPD-UK):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) can fulfill the United Kingdom’s CPD requirements.


Other Credit Types

CPE Credit (NASBA):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “Group-Live delivery” credit.

IRS Continuing Education (IRS-CE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at cleadministrator@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at cleadministrator@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill HR credit requirements.

Compliance Certification Board (CCB):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” training events. There is no limit to the number of credits a candidate or certification holder can earn via live groupcasts.

IIEI Recertification:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may qualify for the Continuing Education Units (CEUs) necessary to fulfill the Certified U.S. Export Compliance Officer® (CUSECO) continuing education requirements.

 

Why You Should Attend
Learn the ins and outs of post-grant trial proceedings.

Join our expert faculty, including PTAB and District Court Judges, for an in-depth analysis of the USPTO’s post-grant patent trial (“AIA Trial”) proceedings.  AIA Trial proceedings continue to be pursued in record number, and the PTAB is now the busiest patent court in the United States. Moreover, the CAFC is now considering a substantial new workflow based on AIA Trial decisions. These CAFC decisions are not only evolving PTAB trial practices, but all aspects of patent enforcement and procurement. Stakeholders and the courts alike recognize the significant impact of these proceedings on litigation strategies and patent monetization efforts. The new monetization landscape demands the development of alternative case management strategies, requiring consideration of concurrent PTAB tactics and options. AIA Trial proceedings are currently used to resolve patentability challenges, reduce costly litigation proceedings, reduce damage exposure, mitigate possible injunctive relief, accelerate settlement, and foster predictability. The first obstacle to patent monetization is now an Article I court, with specialized procedures and expert judicial insight. Are you prepared?

What You Will Learn
New for 2017! Notable rule change impacts, increasing feedback from the CAFC and Supreme Court, and emerging trends driven by the expanding PTAB workflow
New for 2017 in NY Only! The intersection of Pharma/Bio at the PTAB
New for 2017 in SF Only! Patent monetization/licensing in Silicon Valley – navigating PTAB roadblocks
• The role of AIA Trial proceedings as a component of a litigation strategy, including pre-trial and post-trial options
• Strategic considerations, including procedural traps for the unwary, will be identified
• The relative advantages and disadvantages of the various proceedings explained from the perspectives of both the Patentee and Third Party
• Perspectives of the judiciary presented by PTAB and District Court Judges, including case studies of well-known disputes

Who Should Attend
USPTO Post-Grant Patent Trials 2017 remains the most comprehensive program for patent owners and investors; corporate counsel; patent litigators; patent advisors, owners, and analysts; and patent professionals. Don’t miss it.


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.

9:00 Program Overview
Scott A. McKeown, Robert Greene Sterne

9:15 The Busiest Patent Court in the U.S. – The USPTO’s Patent Trial and Appeal Board (PTAB)
AIA Trial proceedings are now the first hurdle to patent monetization and enforcement. This segment will explore the state of the PTAB trial operations, an assessment of current workflow, recent rule changes and agency initiatives and public feedback concerning Inter Partes Review (IPR), Post-Grant Review (PGR) and the Covered Business Method (CBM) proceedings. Emerging trends, notable outcomes, changing perspectives of the PTAB, and best practices will be identified relative to the 6,400-plus proceedings filed with the PTAB. Both petitioner and patentee perspectives will be analyzed relative to current and future USPTO practices, including contemplated legislative and/or further rule-based developments.
Moderators: Scott A. McKeown, Robert Greene Sterne; Hon. Paul R. Michel (Ret.)

10:15 Networking Break

10:30 The Preliminary Proceeding: Tactics, Estoppel Risks & Trial Institution
The preliminary proceeding of an AIA Trial is a critical period. In this segment, best practices for petitioner and patentee will be presented by leading practitioners. Topics include: statutory bars; preliminary response evidence; petition preparation; real parties in interest; privity; joint defense dynamics; development of declaration testimony; and requests for rehearing.
Bob Steinberg

11:30 The Article I Trial Court: Mechanics – Discovery, Motion Practice & Amendment
An AIA Trial is conducted on paper and spans from the end of the preliminary proceeding until the final written decision (FWD) of the PTAB. During such time “routine” discovery is available and “additional” discovery may be sought. Leading practitioners will examine the unique PTAB discovery standards, practices and pitfalls, expert declarations, depositions, the patent owner response, the petitioner reply, as well as common motion practice, observations, and working with the PTAB to resolve disputes. The unique amendment practices of the PTAB will also be explored, together with concurrent patent reissue, reexamination joinder and settlement scenarios.
Michelle K. Holoubek, Kevin B. Laurence

12:30 Lunch Break

1:45 The Final Written Decision, Rehearing & Appeals to the CAFC
Appeals from the PTAB are taken to the Court of Appeal for the Federal Circuit (CAFC).  The volume of PTAB appeals heading to the Federal Circuit is substantial and increasing. New roadblocks such as Article III standing as well as potential new disputes over 315(b) may impact future appeal strategies. Hear best practices for preparing for and presenting oral argument before the PTAB and possible live testimony of the experts, as well as developing the record for CAFC review and presenting winning appeals to the CAFC.
Greg H. Gardella

2:45 Networking Break

3:00 Patent Monetization in Silicon Valley: Licensing Blues & Navigating PTAB Roadblocks
Presented as an alternative to litigation, AIA Trials are sometimes parallel tracked with more traditional litigation disputes. This segment will explore the impact of the AIA threat to licensing and enforcement efforts, and best practices for navigating such new challenges. The second half of this segment will move into specific concurrent strategies such as the ability to stay district court and/or ITC proceedings, and leveraging the differing PTAB evidentiary proof, fact finding and claim construction standards in the active litigation. The impact of evolving CAFC case law as well as district court uses of PTAB records, and estoppel will be explored.
Moderator: James R. Batchelder; Shawn Ambwani, Melissa Finocchio, Alexander J. Hadjis, Anne Layne-Farrar, Paul A. Stone

5:00 Adjourn

Co-Chair(s)
Scott A. McKeown ~ Ropes & Gray LLP
Robert Greene Sterne ~ Sterne, Kessler, Goldstein & Fox P.L.L.C.
Moderator(s)
James R. Batchelder ~ Ropes & Gray LLP
Speaker(s)
Shawn Ambwani ~ COO / SVP Legal / Co-Founder, Unified Patents Inc
Melissa Finocchio ~ VP, Chief Litigation Counsel, Intellectual Ventures Management LLC
Greg H. Gardella ~ Gardella Grace
Alexander J. Hadjis ~ Oblon McClelland Maier & Neustadt LLP
Michelle K. Holoubek ~ Sterne, Kessler, Goldstein & Fox P.L.L.C.
Kevin B. Laurence ~ Laurence & Phillips IP Law LLP
Anne Layne-Farrar ~ Vice President, Charles River Associates
Hon. Paul R. Michel (Ret.) ~ Former Chief Judge, United States Court of Appeals for the Federal Circuit (CAFC),
Bob Steinberg ~ Latham & Watkins LLP
Paul A. Stone ~ 5AM Venture Management LLC
Program Attorney(s)
Ivo Mijac ~ Senior Program Manager, California, PLI

San Francisco Seminar Location

PLI California Center, 685 Market Street, San Francisco, California 94105. (800) 260-4754.

San Francisco Hotel Accommodations

Park Central Hotel, 50 Third Street, San Francisco, CA 94103. 415-974-6400. When calling, please mention PLI and SET#287179. In addition, you may book online at Park Central Hotel PLI.

Omni Hotel San Francisco, 500 California Street, San Francisco, CA 94104. 415-677-9494.  When calling, please mention Practising Law Institute.  You may also book online at PLI Omni Hotel 2017.

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

General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.


U.S. MCLE States

Alabama: PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Alaska:  All PLI products can fulfill Alaska’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Arizona:  PLI’s live seminars qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

California:  PLI’s live seminars qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All PLI products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Connecticut: Effective January 1, 2017, all PLI products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Florida:  All PLI products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Georgia:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Hawaii:  All PLI products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Idaho:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Illinois: All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Indiana:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Iowa:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Kansas:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live programs.

Kentucky:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Louisiana:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Maine:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Minnesota:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Mississippi:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Missouri:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Montana:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Nebraska:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Nevada:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

New Hampshire:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

New Jersey:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

New Mexico:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional live seminars can be used to fulfill the requirements for newly admitted attorneys. All credit categories may be earned via transitional live seminars.

North Carolina:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars

North Dakota:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Ohio:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Oklahoma:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Oregon:  All PLI products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Pennsylvania: PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Puerto Rico:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Rhode Island:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

South Carolina:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Tennessee:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Vermont:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s live seminars qualify as “live interactive” credit. There is no limit to the number of credits an attorney can earn via live interactive programs.

Washington:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

West Virginia:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Wisconsin:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Wyoming:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s live seminars qualify as “real-time” credit. There is no limit to the number of credits an attorney can earn via real-time programs.

Ontario (CPD-ON):  PLI’s live seminars qualify as “interactive” credit. There is no limit to the number of credits an attorney can earn via interactive programs.

Quebec (CPD-QC): PLI’s live seminars can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s live seminars qualify as “live” credit. There is no limit to the number of points an attorney can earn via live seminars.

United Kingdom (CPD-UK):  PLI’s live seminars can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  PLI’s live seminars qualify as “live” credit in all Australian jurisdictions. There is no limit to the number of credits an attorney can earn via live seminars.

Other Credit Types

CPE Credit (NASBA): PLI’s live seminars qualify as “Group-Live delivery” credit.

IRS Continuing Education (IRS-CE): PLI’s live seminars may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at plicredits@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s live seminars may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at plicredits@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s live seminars may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s live seminars may fulfill HR credit requirements.

SHRM Recertification (SHRM):  PLI’s live seminars qualify as "instructor-led" credit. There is no limit to the number of credits an SHRM professional can earn via instructor-led programs.

Compliance Certification Board (CCB):  PLI’s live seminars qualify as “live” training events. There is no limit to the number of credits a candidate or certification holder can earn via live programs.

Certified Anti-Money Laundering Specialists (CAMS):  PLI’s live seminars may fulfill CAMS credit requirements.

New York State Social Worker Continuing Education (SW CPE):  PLI’s live seminars may fulfill SW CPE credit requirements.

 

Why You Should Attend
Learn the ins and outs of post-grant trial proceedings.

Join our expert faculty, including PTAB and District Court Judges, for an in-depth analysis of the USPTO’s post-grant patent trial (“AIA Trial”) proceedings.  AIA Trial proceedings continue to be pursued in record number, and the PTAB is now the busiest patent court in the United States. Moreover, the CAFC is now considering a substantial new workflow based on AIA Trial decisions. These CAFC decisions are not only evolving PTAB trial practices, but all aspects of patent enforcement and procurement. Stakeholders and the courts alike recognize the significant impact of these proceedings on litigation strategies and patent monetization efforts. The new monetization landscape demands the development of alternative case management strategies, requiring consideration of concurrent PTAB tactics and options. AIA Trial proceedings are currently used to resolve patentability challenges, reduce costly litigation proceedings, reduce damage exposure, mitigate possible injunctive relief, accelerate settlement, and foster predictability. The first obstacle to patent monetization is now an Article I court, with specialized procedures and expert judicial insight. Are you prepared?

What You Will Learn
New for 2017! Notable rule change impacts, increasing feedback from the CAFC and Supreme Court, and emerging trends driven by the expanding PTAB workflow
New for 2017 in NY Only! The intersection of Pharma/Bio at the PTAB
New for 2017 in SF Only! Patent monetization/licensing in Silicon Valley – navigating PTAB roadblocks
• The role of AIA Trial proceedings as a component of a litigation strategy, including pre-trial and post-trial options
• Strategic considerations, including procedural traps for the unwary, will be identified
• The relative advantages and disadvantages of the various proceedings explained from the perspectives of both the Patentee and Third Party
• Perspectives of the judiciary presented by PTAB and District Court Judges, including case studies of well-known disputes

Who Should Attend
USPTO Post-Grant Patent Trials 2017 remains the most comprehensive program for patent owners and investors; corporate counsel; patent litigators; patent advisors, owners, and analysts; and patent professionals. Don’t miss it.


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.

9:00 Program Overview
Scott A. McKeown, Robert Greene Sterne

9:15 The Busiest Patent Court in the U.S. – The USPTO’s Patent Trial and Appeal Board (PTAB)
AIA Trial proceedings are now the first hurdle to patent monetization and enforcement. This segment will explore the state of the PTAB trial operations, an assessment of current workflow, recent rule changes and agency initiatives and public feedback concerning Inter Partes Review (IPR), Post-Grant Review (PGR) and the Covered Business Method (CBM) proceedings. Emerging trends, notable outcomes, changing perspectives of the PTAB, and best practices will be identified relative to the 6,400-plus proceedings filed with the PTAB. Both petitioner and patentee perspectives will be analyzed relative to current and future USPTO practices, including contemplated legislative and/or further rule-based developments.
Moderators: Scott A. McKeown, Robert Greene Sterne; Hon. Paul R. Michel (Ret.)

10:15 Networking Break

10:30 The Preliminary Proceeding: Tactics, Estoppel Risks & Trial Institution
The preliminary proceeding of an AIA Trial is a critical period. In this segment, best practices for petitioner and patentee will be presented by leading practitioners. Topics include: statutory bars; preliminary response evidence; petition preparation; real parties in interest; privity; joint defense dynamics; development of declaration testimony; and requests for rehearing.
Bob Steinberg

11:30 The Article I Trial Court: Mechanics – Discovery, Motion Practice & Amendment
An AIA Trial is conducted on paper and spans from the end of the preliminary proceeding until the final written decision (FWD) of the PTAB. During such time “routine” discovery is available and “additional” discovery may be sought. Leading practitioners will examine the unique PTAB discovery standards, practices and pitfalls, expert declarations, depositions, the patent owner response, the petitioner reply, as well as common motion practice, observations, and working with the PTAB to resolve disputes. The unique amendment practices of the PTAB will also be explored, together with concurrent patent reissue, reexamination joinder and settlement scenarios.
Michelle K. Holoubek, Kevin B. Laurence

12:30 Lunch Break

1:45 The Final Written Decision, Rehearing & Appeals to the CAFC
Appeals from the PTAB are taken to the Court of Appeal for the Federal Circuit (CAFC).  The volume of PTAB appeals heading to the Federal Circuit is substantial and increasing. New roadblocks such as Article III standing as well as potential new disputes over 315(b) may impact future appeal strategies. Hear best practices for preparing for and presenting oral argument before the PTAB and possible live testimony of the experts, as well as developing the record for CAFC review and presenting winning appeals to the CAFC.
Greg H. Gardella

2:45 Networking Break

3:00 Patent Monetization in Silicon Valley: Licensing Blues & Navigating PTAB Roadblocks
Presented as an alternative to litigation, AIA Trials are sometimes parallel tracked with more traditional litigation disputes. This segment will explore the impact of the AIA threat to licensing and enforcement efforts, and best practices for navigating such new challenges. The second half of this segment will move into specific concurrent strategies such as the ability to stay district court and/or ITC proceedings, and leveraging the differing PTAB evidentiary proof, fact finding and claim construction standards in the active litigation. The impact of evolving CAFC case law as well as district court uses of PTAB records, and estoppel will be explored.
Moderator: James R. Batchelder; Shawn Ambwani, Melissa Finocchio, Alexander J. Hadjis, Anne Layne-Farrar, Paul A. Stone

5:00 Adjourn

Co-Chair(s)
Scott A. McKeown ~ Ropes & Gray LLP
Robert Greene Sterne ~ Sterne, Kessler, Goldstein & Fox P.L.L.C.
Moderator(s)
James R. Batchelder ~ Ropes & Gray LLP
Speaker(s)
Shawn Ambwani ~ COO / SVP Legal / Co-Founder, Unified Patents Inc
Melissa Finocchio ~ VP, Chief Litigation Counsel, Intellectual Ventures Management LLC
Greg H. Gardella ~ Gardella Grace
Alexander J. Hadjis ~ Oblon McClelland Maier & Neustadt LLP
Michelle K. Holoubek ~ Sterne, Kessler, Goldstein & Fox P.L.L.C.
Kevin B. Laurence ~ Laurence & Phillips IP Law LLP
Anne Layne-Farrar ~ Vice President, Charles River Associates
Hon. Paul R. Michel (Ret.) ~ Former Chief Judge, United States Court of Appeals for the Federal Circuit (CAFC),
Bob Steinberg ~ Latham & Watkins LLP
Paul A. Stone ~ 5AM Venture Management LLC
Program Attorney(s)
Ivo Mijac ~ Senior Program Manager, California, PLI
General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.

PLI’s live and on-demand webcasts are single-user license products intended for an individual registrant only. Credit will be issued only to the individual registered. If two or more individuals wish to participate in a webcast and receive credit, PLI would be happy to provide a Groupcast – group viewing of a webcast. To schedule a Groupcast, please contact PLI at groupcasts@pli.edu.


U.S. MCLE States

Alabama:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Alaska:  All PLI products can fulfill Alaska’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Arizona:  PLI’s live webcasts qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

California:  PLI’s live webcasts qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All PLI products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Connecticut: Effective January 1, 2017, all PLI products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s live webcasts qualify as “eCLE” credit. Attorneys are limited to 12 credits of eCLE per reporting period.

Florida:  All PLI products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Georgia:  PLI’s live webcasts qualify as “in-house” credit. Attorneys are limited to 6 in-house credits per reporting period.

Hawaii:  All PLI products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Idaho:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Illinois:  All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Indiana:  PLI’s live webcasts qualify as “distance education” credit. Attorneys are limited to 9 credits of distance education per reporting period.

Iowa:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Kansas:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Kentucky:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Louisiana:  PLI’s live webcasts qualify as “self-study” credit. Attorneys are limited to 4 credits of self-study per reporting period.

Maine:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Minnesota:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Mississippi:  PLI’s live webcasts qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Missouri:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Montana:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Nebraska:  PLI’s live webcasts qualify as “computer-based learning” credit. Attorneys are limited to 5 credits of computer-based learning per reporting period.

Nevada:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

New Hampshire:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

New Jersey:  PLI’s live webcasts qualify as “alternative verifiable learning formats” credit. Attorneys are limited to 12 credits of alternative verifiable learning formats per reporting period.

New Mexico:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional live webcasts can be used to fulfill the requirements for New York newly admitted attorneys. Ethics credit, professional practice credit, and law practice management credit may be earned via transitional live webcasts. Skills credits may not be earned via live webcasts.

North Carolina:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

North Dakota:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Ohio:  PLI’s live webcasts qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Oklahoma:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Oregon:  All PLI products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Pennsylvania:  PLI’s live webcasts qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Puerto Rico:  PLI’s live webcasts qualify as “non-traditional” credit. Attorneys are limited to 8 credits of non-traditional programs per reporting period.

Rhode Island:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

South Carolina:  PLI’s live webcasts qualify as “alternatively delivered” credit. Attorneys are limited to 6 credits of alternatively delivered programs per reporting period.

Tennessee:  PLI’s live webcasts qualify as “distance learning” credit. Attorneys are limited to 8 credits of distance learning per reporting period.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s live webcasts qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Vermont:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s live webcasts qualify as “live interactive” credit. There is no limit to the number of credits an attorney can earn via live interactive programs.

Washington:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

West Virginia:  PLI’s live webcasts qualify as “online” credit. Attorneys are limited to 12 credits of online instruction per reporting period.

Wisconsin:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Wyoming:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s live webcasts qualify as “real-time” credit. There is no limit to the number of credits an attorney can earn via real-time programs.

Ontario (CPD-ON):  PLI’s live webcasts qualify as “interactive” credit. There is no limit to the number of credits an attorney can earn via interactive programs.

Quebec (CPD-QC):  PLI’s live webcasts can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s live webcasts qualify as “distance learning” credit. Attorneys are limited to 15 points of distance learning programs per reporting period.

United Kingdom (CPD-UK):  PLI’s live webcasts can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  PLI’s live webcasts may fulfill Australia’s CPD requirements. Credit limits for live webcasts vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.

Other Credit Types

CPE Credit (NASBA):  PLI’s live webcasts qualify as “Group-Internet-Based” (GIB) credit.

IRS Continuing Education (IRS-CE):  PLI’s live webcasts may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at plicredits@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s live webcasts may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at plicredits@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s live webcasts may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s live webcasts may fulfill HR credit requirements.

SHRM Recertification (SHRM):  PLI’s live webcasts qualify as "instructor-led" credit. There is no limit to the number of credits an SHRM professional can earn via instructor-led programs.

Compliance Certification Board (CCB):  PLI’s live webcasts qualify as “live” training events. There is no limit to the number of credits a candidate or certification holder can earn via live programs.

Certified Anti-Money Laundering Specialists (CAMS):  PLI’s live webcasts may fulfill CAMS credit requirements.

New York State Social Worker Continuing Education (SW CPE):  PLI’s live webcasts may fulfill SW CPE credit requirements.

 

Related Items

Handbook  Course Handbook Archive

USPTO Post-Grant Patent Trials 2017 Robert Greene Sterne, Sterne, Kessler, Goldstein & Fox P.L.L.C.
Scott A McKeown, Ropes & Gray LLP
 
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