Seminar  Program

Understanding the Intellectual Property License 2018


Select a Location:

Why You Should Attend

Licensing intellectual property can be a practical and efficient strategy for companies looking to expand into a new market, enhance an existing product line, reduce costs or accomplish other business goals.  The IP under consideration to license could be a patent, copyright, trademark, software or any combination of them all.  IP licensing is a practice that is increasingly common across industries and as the need for businesses to leverage IP continues knowing how to navigate and negotiate an IP license will remain a helpful skill that counsel representing the licensing parties must understand and develop. 

This introductory course will give attendees a comprehensive review of the basic elements in designing licensing agreements for a variety of IP types.  Our faculty will discuss the rationale for choosing licensing over other business options in a given context and explain key provisions and specific considerations when negotiating an IP license, along with special circumstances that may arise, such as any regulatory concerns, antitrust issues and also when negotiating an international IP license.   

What You Will Learn

  • Negotiating tips and effective drafting techniques
  • Key provisions and practical considerations in copyright and trademark licensing
  • Key differences between patent and other technology licenses
  • Understanding software and open source licenses
  • Rights of publicity and entertainment licensing
  • Protection and enforcement issues in cross-border IP licensing
  • Enforcing licenses – tips from an IP license litigator
  • Antitrust issues in IP licenses
  • Treatment of IP licenses under bankruptcy law
  • How licensing can generate new revenue

Special Features

  • Instructive discussion of a mock license agreement
  • Earn one hour of Ethics credit

Who Should Attend

This program is designed for intellectual property specialists, corporate counsel and general practitioners who are engaged in intellectual property law and are interested in learning how to license and protect various forms of intellectual property.


PLI Group Discounts

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

PLI Can Arrange Group Viewing to Your Firm

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

Cancellations

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

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

9:00 Introduction
Speaker: Marcelo Halpern

9:15 Antitrust Issues in Licensing
  • Applicable antitrust standard: Per se violations versus rule of reason
  • Distinguishing between horizontal and vertical licenses
  • Particular restrictions in IP licenses
  • Differences between the application of U.S. and EU antitrust law to IP licenses
Speaker: Jeffery M. Cross

10:15 Copyright Licensing
  • Rationale for licensing
  • Fundamentals of a copyright license
  • Key provisions and practical considerations
  • Creative Commons licenses
Speaker: Lita T. Rosario

11:15 Networking Break

11:30 Rights of Publicity and Entertainment Licensing
  • Rights of publicity
  • Celebrity licensing
  • Television and movie licensing

Speaker: E. Leonard Rubin



12:30 Lunch

1:45 Patent and Technology Licensing
  • Standard clauses and variations
  • Important differences between patent and other technology licenses
  • Defining the license scope (including fields of use and territorial limits)
  • Negotiating compensation (royalties, milestone payments, license fees, etc.)
  • Representations, warranties, and indemnities
  • Sub-licensing rights
  • Handling patent licensing issues in the context of joint development and software integration projects, including rights to improvements  
  • Rights and responsibilities for filing, prosecution, maintenance, defense and enforcement of patent rights

Speaker: Margaret M. Duncan



2:45 Software Licensing and Open Source Licenses
  • Source code versus object code licenses
  • Representations, warranties, indemnities and audit rights
  • Key open source licensing concepts and terms
  • License and open source compliance strategies
Speaker: Steve Gold

3:45 Networking Break

4:00 Ethical Issues in Licensing
  • Candor and deceit
  • Communicating with an adverse party
  • Out-of-state practice and the unauthorized practice of law
  • Competence to handle negotiation
  • Application of rules in actual cases

Speaker: Eugene Friedman       



5:00 Adjourn

Day Two: 9:00 a.m. - 4:45 p.m.

9:00 International Considerations in Licensing
  • How to approach the cross-border licensing of IP
  • Dealing with issues that specifically impact licenses with foreign entities
  • Drafting considerations related to protection and enforcement of rights

Speaker: Anne S. Jordan



10:00 Trademark Licensing
  • Rationale for licensing
  • Fundamentals of a trademark license
  • Key provisions and practical considerations
Speaker: Janet A. Marvel

11:00 Networking Break

11:15 Regulatory and Government Issues in IP Licensing
  • Licensing IP from the government: Required clauses, enforcement, march-in rights, and traps for the unwary
  • Licensing IP to the government: Marking, monitoring, minimum rights, open source issues and remedies for infringement
  • Impact of government preferences on licensing: Domestic manufacture, offshore R&D, and open-source requirements at the state and federal levels
Speaker: Eric A. Aaserud

12:15 Lunch

1:30 License Drafting for Litigation
  • Hear from a litigator what happens when the agreement has to be enforced
  • How to draft boilerplate for the litigators
  • A litigator's perspective on negotiating several common license provisions
(Skills credit for NY attorneys)

Speaker: Stephen J. Rosenfeld



2:30 Bankruptcy Issues in Licensing
  • Treatment of IP and IP licenses under bankruptcy law
  • Consequences of your licensor, or licensee, going bankrupt
  • Structuring IP transactions to take into account bankruptcy risk
  • Negotiating tips to address the bankruptcy contingency
  • Preserving IP rights in the face of bankruptcy

Speaker: Marcelo Halpern



3:30 Networking Break

3:45 Putting it Together - The Faculty Answers Your Questions

• Join the faculty in a spirited discussion of your toughest licensing questions
• Drafting techniques and suggestions for specific clauses
• Explanation of the “real world” relevance of license provisions
• Pointers on negotiation techniques to develop compromises

(Skills credit for NY attorneys)

Speakers: Eric A. Aaserud, Jeffery M. Cross, Margaret M. Duncan, Marcelo Halpern, Steve Gold, Anne S. Jordan, Janet A. Marvel, Lita T. Rosario, Stephen J. Rosenfeld, E. Leonard Rubin



4:45 Adjourn

Chairperson(s)
Marcelo Halpern ~ Perkins Coie LLP
Speaker(s)
Eric Aaserud ~ Senior Counsel, Perkins Coie LLP
Jeffery M. Cross ~ Freeborn & Peters LLP
Margaret M. Duncan ~ McDermott Will & Emery LLP
Eugene Friedman ~ Friedman and Friedman, Ltd.
Steve Gold ~ McGuireWoods LLP
Anne S. Jordan ~ Jordan Associates
Janet A. Marvel ~ Pattishall, McAuliffe, Newbury, Hilliard & Geraldson LLP
Lita T. Rosario ~ WYZ Girl Entertainment Consulting
Stephen J. Rosenfeld ~ McDonald Hopkins LLC
E. Leonard Rubin ~ Adjunct Faculty, John Marshall Law School, LRubinLaw
Program Attorney(s)
Kenneth Min ~ Program Attorney, Practising Law Institute

Chicago Seminar Location

University of Chicago Gleacher Center, 450 N. Cityfront Plaza Drive, Chicago, Il 60611. (312) 464-8787.

Hotel Accommodation

Intercontinental Hotel Chicago, 505 N. Michigan Avenue, Chicago, IL 60611. (312) 944-4100. Please contact the hotel directly for the preferred rate and mention Practising Law Institute or Corporate ID 100312169.  You may also book online at PRACTISING LAW INSTITUTE.    Please note that the rate is a corporate and not a group rate. 

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

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

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

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.

Alberta (CPD-ALBERTA):  All PLI products can fulfill Alberta’s CPD requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Dubai (CLPD-DUBAI):  PLI’s live seminars may fulfill CLPD credit requirements.

Other Credit Types

CPE Credit (NASBA): PLI’s live seminars qualify as the “Group-Live” delivery method. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

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.

American Bankers Association Professional Certification (ABA):  PLI’s live seminars may fulfill ABA credit requirements.

Certified Financial Planners (CFP):  PLI’s live seminars may fulfill CFP credit requirements.

 

Why You Should Attend

Licensing intellectual property can be a practical and efficient strategy for companies looking to expand into a new market, enhance an existing product line, reduce costs or accomplish other business goals.  The IP under consideration to license could be a patent, copyright, trademark, software or any combination of them all.  IP licensing is a practice that is increasingly common across industries and as the need for businesses to leverage IP continues knowing how to navigate and negotiate an IP license will remain a helpful skill that counsel representing the licensing parties must understand and develop. 

This introductory course will give attendees a comprehensive review of the basic elements in designing licensing agreements for a variety of IP types.  Our faculty will discuss the rationale for choosing licensing over other business options in a given context and explain key provisions and specific considerations when negotiating an IP license, along with special circumstances that may arise, such as any regulatory concerns, antitrust issues and also when negotiating an international IP license.   

What You Will Learn

  • Negotiating tips and effective drafting techniques
  • Key provisions and practical considerations in copyright and trademark licensing
  • Key differences between patent and other technology licenses
  • Understanding software and open source licenses
  • Rights of publicity and entertainment licensing
  • Protection and enforcement issues in cross-border IP licensing
  • Enforcing licenses – tips from an IP license litigator
  • Antitrust issues in IP licenses
  • Treatment of IP licenses under bankruptcy law
  • How licensing can generate new revenue

Special Features

  • Instructive discussion of a mock license agreement
  • Earn one hour of Ethics credit

Who Should Attend

This program is designed for intellectual property specialists, corporate counsel and general practitioners who are engaged in intellectual property law and are interested in learning how to license and protect various forms of intellectual property.


PLI Group Discounts

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

PLI Can Arrange Group Viewing to Your Firm

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

Cancellations

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

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

9:00 Introduction

 Speaker: Bruce R. Ewing



9:15 Trademark Licensing
  • Rationale for licensing
  • Fundamentals of a trademark license
  • Key provisions and practical considerations

Speaker: Sarah Robertson



10:15 Copyright Licensing
  • Rationale for licensing
  • Fundamentals of a copyright license
  • Key provisions and practical considerations

Speaker: Helene M. Freeman



11:15 Networking Break

11:30 Rights of Publicity and Entertainment Licensing
  • Rights of publicity
  • Celebrity licensing
  • Television and movie licensing

Speaker: Christopher R. Chase



12:30 Lunch

1:45 Patent and Technology Licensing
  • Standard clauses and variations
  • Important differences between patent and other technology licenses
  • Defining the license scope (including fields of use and territorial limits)
  • Negotiating compensation (royalties, milestone payments, license fees, etc.)
  • Representations, warranties, and indemnities
  • Sub-licensing rights
  • Handling patent licensing issues in the context of joint development and software integration projects, including rights to improvements  
  • Rights and responsibilities for filing, prosecution, maintenance, defense and enforcement of patent rights

Speaker: Eric Huang



2:45 Software Licensing and Open Source Licenses
  • Source code versus object code licenses
  • Representations, warranties, indemnities and audit rights
  • Key open source licensing concepts and terms
  • License and open source compliance strategies

Speaker: Jeffrey D. Osterman



3:45 Networking Break

4:00 Ethical Issues in Licensing
  • Candor and deceit
  • Communicating with an adverse party
  • Out-of-state practice and the unauthorized practice of law
  • Competence to handle negotiation
  • Application of rules in actual cases

Speaker: David Rabinowitz



5:00 Adjourn

Day Two: 9:00 a.m. - 4:45 p.m.

9:00 International Considerations in Licensing
  • How to approach the cross-border licensing of IP
  • Dealing with issues that specifically impact licenses with foreign entities
  • Drafting considerations related to protection and enforcement of rights

Speaker: Lindsey J. Canning



10:00 Antitrust Issues in Licensing
  • Applicable antitrust standard: Per se violations versus rule of reason
  • Distinguishing between horizontal and vertical licenses
  • Particular restrictions in IP licenses
  • Differences between the application of U.S. and EU antitrust law to IP licenses

Speaker: Willard K. Tom



11:00 Networking Break

11:15 Bankruptcy Issues in Licensing
  • Treatment of IP and IP licenses under bankruptcy law
  • Consequences of your licensor, or licensee, going bankrupt
  • Structuring IP transactions to take into account bankruptcy risk
  • Negotiating tips to address the bankruptcy contingency
  • Preserving IP rights in the face of bankruptcy
Speaker: Stuart M. Riback           

12:15 Lunch

1:30 License Drafting for Litigation
  • Hear from a litigator what happens when the agreement has to be enforced
  • How to draft boilerplate for the litigators
  • A litigator's perspective on negotiating several common license provisions
(Skills credit for NY attorneys)

Speaker: Bruce R. Ewing



2:30 Mock Negotiation of a License Agreement
  • Putting it all together; a simulated negotiation of a license agreement
  • Drafting techniques and suggestions for specific clauses
  • Explanation of the “real world” relevance of license provisions
  • Pointers on negotiation techniques to develop compromises
  • Identification of typical business terms
(Skills credit for NY attorneys)

Speakers: Ryan T. Colgan, Nicholas Vogt



3:30 Networking Break

3:45 Mock Negotiation of a License Agreement (Continued)
  • Putting it all together; a simulated negotiation of a license agreement
  • Drafting techniques and suggestions for specific clauses
  • Explanation of the “real world” relevance of license provisions
  • Pointers on negotiation techniques to develop compromises
  • Identification of typical business terms
(Skills credit for NY attorneys)

Speakers: Ryan T. Colgan, Nicholas Vogt



4:45 Adjourn

Chairperson(s)
Bruce R. Ewing ~ Dorsey & Whitney LLP
Speaker(s)
Lindsey J. Canning ~ White & Case LLP
Christopher R. Chase ~ Frankfurt Kurnit Klein & Selz PC
Ryan T. Colgan ~ Vice President, Deputy General Counsel, NTT America, Inc.
Helene M. Freeman ~ Partner, Phillips Nizer LLP
Eric Huang ~ Quinn Emanuel Urquhart & Sullivan, LLP
Jeffrey D. Osterman ~ Weil, Gotshal & Manges LLP
David Rabinowitz ~ Moses & Singer LLP
Stuart M. Riback ~ Wilk Auslander LLP
Sarah Robertson ~ Partner, Dorsey & Whitney LLP
Willard K. Tom ~ Morgan, Lewis & Bockius LLP
Nicholas Vogt ~ Associate General Counsel, Verizon
Program Attorney(s)
Kenneth Min ~ Program Attorney, Practising Law Institute

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 (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 Corporate Rate ID 786839408. In addition, you can book online at PLI Muse Hotel

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. In addition, you can book online at PLI Millennium Hotel .

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

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

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

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.

Alberta (CPD-ALBERTA):  All PLI products can fulfill Alberta’s CPD requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Dubai (CLPD-DUBAI):  PLI’s live seminars may fulfill CLPD credit requirements.

Other Credit Types

CPE Credit (NASBA): PLI’s live seminars qualify as the “Group-Live” delivery method. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

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.

American Bankers Association Professional Certification (ABA):  PLI’s live seminars may fulfill ABA credit requirements.

Certified Financial Planners (CFP):  PLI’s live seminars may fulfill CFP credit requirements.

 

Why You Should Attend

Licensing intellectual property can be a practical and efficient strategy for companies looking to expand into a new market, enhance an existing product line, reduce costs or accomplish other business goals.  The IP under consideration to license could be a patent, copyright, trademark, software or any combination of them all.  IP licensing is a practice that is increasingly common across industries and as the need for businesses to leverage IP continues knowing how to navigate and negotiate an IP license will remain a helpful skill that counsel representing the licensing parties must understand and develop. 

This introductory course will give attendees a comprehensive review of the basic elements in designing licensing agreements for a variety of IP types.  Our faculty will discuss the rationale for choosing licensing over other business options in a given context and explain key provisions and specific considerations when negotiating an IP license, along with special circumstances that may arise, such as any regulatory concerns, antitrust issues and also when negotiating an international IP license.   

What You Will Learn

  • Negotiating tips and effective drafting techniques
  • Key provisions and practical considerations in copyright and trademark licensing
  • Key differences between patent and other technology licenses
  • Understanding software and open source licenses
  • Rights of publicity and entertainment licensing
  • Protection and enforcement issues in cross-border IP licensing
  • Enforcing licenses – tips from an IP license litigator
  • Antitrust issues in IP licenses
  • Treatment of IP licenses under bankruptcy law
  • How licensing can generate new revenue

Special Features

  • Instructive discussion of a mock license agreement
  • Earn one hour of Ethics credit

Who Should Attend

This program is designed for intellectual property specialists, corporate counsel and general practitioners who are engaged in intellectual property law and are interested in learning how to license and protect various forms of intellectual property.


PLI Group Discounts

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

PLI Can Arrange Group Viewing to Your Firm

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

Cancellations

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

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

9:00 Introduction

 Speaker: Bruce R. Ewing



9:15 Trademark Licensing
  • Rationale for licensing
  • Fundamentals of a trademark license
  • Key provisions and practical considerations

Speaker: Sarah Robertson



10:15 Copyright Licensing
  • Rationale for licensing
  • Fundamentals of a copyright license
  • Key provisions and practical considerations

Speaker: Helene M. Freeman



11:15 Networking Break

11:30 Rights of Publicity and Entertainment Licensing
  • Rights of publicity
  • Celebrity licensing
  • Television and movie licensing

Speaker: Christopher R. Chase



12:30 Lunch

1:45 Patent and Technology Licensing
  • Standard clauses and variations
  • Important differences between patent and other technology licenses
  • Defining the license scope (including fields of use and territorial limits)
  • Negotiating compensation (royalties, milestone payments, license fees, etc.)
  • Representations, warranties, and indemnities
  • Sub-licensing rights
  • Handling patent licensing issues in the context of joint development and software integration projects, including rights to improvements  
  • Rights and responsibilities for filing, prosecution, maintenance, defense and enforcement of patent rights

Speaker: Eric Huang



2:45 Software Licensing and Open Source Licenses
  • Source code versus object code licenses
  • Representations, warranties, indemnities and audit rights
  • Key open source licensing concepts and terms
  • License and open source compliance strategies

Speaker: Jeffrey D. Osterman



3:45 Networking Break

4:00 Ethical Issues in Licensing
  • Candor and deceit
  • Communicating with an adverse party
  • Out-of-state practice and the unauthorized practice of law
  • Competence to handle negotiation
  • Application of rules in actual cases

Speaker: David Rabinowitz



5:00 Adjourn

Day Two: 9:00 a.m. - 4:45 p.m.

9:00 International Considerations in Licensing
  • How to approach the cross-border licensing of IP
  • Dealing with issues that specifically impact licenses with foreign entities
  • Drafting considerations related to protection and enforcement of rights

Speaker: Lindsey J. Canning



10:00 Antitrust Issues in Licensing
  • Applicable antitrust standard: Per se violations versus rule of reason
  • Distinguishing between horizontal and vertical licenses
  • Particular restrictions in IP licenses
  • Differences between the application of U.S. and EU antitrust law to IP licenses

Speaker: Willard K. Tom



11:00 Networking Break

11:15 Bankruptcy Issues in Licensing
  • Treatment of IP and IP licenses under bankruptcy law
  • Consequences of your licensor, or licensee, going bankrupt
  • Structuring IP transactions to take into account bankruptcy risk
  • Negotiating tips to address the bankruptcy contingency
  • Preserving IP rights in the face of bankruptcy
Speaker: Stuart M. Riback           

12:15 Lunch

1:30 License Drafting for Litigation
  • Hear from a litigator what happens when the agreement has to be enforced
  • How to draft boilerplate for the litigators
  • A litigator's perspective on negotiating several common license provisions
(Skills credit for NY attorneys)

Speaker: Bruce R. Ewing



2:30 Mock Negotiation of a License Agreement
  • Putting it all together; a simulated negotiation of a license agreement
  • Drafting techniques and suggestions for specific clauses
  • Explanation of the “real world” relevance of license provisions
  • Pointers on negotiation techniques to develop compromises
  • Identification of typical business terms
(Skills credit for NY attorneys)

Speakers: Ryan T. Colgan, Nicholas Vogt



3:30 Networking Break

3:45 Mock Negotiation of a License Agreement (Continued)
  • Putting it all together; a simulated negotiation of a license agreement
  • Drafting techniques and suggestions for specific clauses
  • Explanation of the “real world” relevance of license provisions
  • Pointers on negotiation techniques to develop compromises
  • Identification of typical business terms
(Skills credit for NY attorneys)

Speakers: Ryan T. Colgan, Nicholas Vogt



4:45 Adjourn

Chairperson(s)
Bruce R. Ewing ~ Dorsey & Whitney LLP
Speaker(s)
Lindsey J. Canning ~ White & Case LLP
Christopher R. Chase ~ Frankfurt Kurnit Klein & Selz PC
Ryan T. Colgan ~ Vice President, Deputy General Counsel, NTT America, Inc.
Helene M. Freeman ~ Partner, Phillips Nizer LLP
Eric Huang ~ Quinn Emanuel Urquhart & Sullivan, LLP
Jeffrey D. Osterman ~ Weil, Gotshal & Manges LLP
David Rabinowitz ~ Moses & Singer LLP
Stuart M. Riback ~ Wilk Auslander LLP
Sarah Robertson ~ Partner, Dorsey & Whitney LLP
Willard K. Tom ~ Morgan, Lewis & Bockius LLP
Nicholas Vogt ~ Associate General Counsel, Verizon
Program Attorney(s)
Kenneth Min ~ Program Attorney, 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.

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

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

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

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.

Alberta (CPD-ALBERTA):  All PLI products can fulfill Alberta’s CPD requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Dubai (CLPD-DUBAI):  PLI’s live webcasts may fulfill CLPD credit requirements.

Other Credit Types

CPE Credit (NASBA):  PLI’s live webcasts qualify as the “Group-Internet-Based” (GIB) delivery method. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

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.

American Bankers Association Professional Certification (ABA):  PLI’s live webcasts may fulfill ABA credit requirements.

Certified Financial Planners (CFP):  PLI’s live webcasts may fulfill CFP credit requirements.

 

Why You Should Attend

Licensing intellectual property can be a practical and efficient strategy for companies looking to expand into a new market, enhance an existing product line, reduce costs or accomplish other business goals.  The IP under consideration to license could be a patent, copyright, trademark, software or any combination of them all.  IP licensing is a practice that is increasingly common across industries and as the need for businesses to leverage IP continues knowing how to navigate and negotiate an IP license will remain a helpful skill that counsel representing the licensing parties must understand and develop. 

This introductory course will give attendees a comprehensive review of the basic elements in designing licensing agreements for a variety of IP types.  Our faculty will discuss the rationale for choosing licensing over other business options in a given context and explain key provisions and specific considerations when negotiating an IP license, along with special circumstances that may arise, such as any regulatory concerns, antitrust issues and also when negotiating an international IP license.   

What You Will Learn

  • Negotiating tips and effective drafting techniques
  • Key provisions and practical considerations in copyright and trademark licensing
  • Key differences between patent and other technology licenses
  • Understanding software and open source licenses
  • Rights of publicity and entertainment licensing
  • Protection and enforcement issues in cross-border IP licensing
  • Enforcing licenses – tips from an IP license litigator
  • Antitrust issues in IP licenses
  • Treatment of IP licenses under bankruptcy law
  • How licensing can generate new revenue

Special Features

  • Instructive discussion of a mock license agreement
  • Earn one hour of Ethics credit

Who Should Attend

This program is designed for intellectual property specialists, corporate counsel and general practitioners who are engaged in intellectual property law and are interested in learning how to license and protect various forms of intellectual property.


PLI Group Discounts

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

PLI Can Arrange Group Viewing to Your Firm

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

Cancellations

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

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

9:00 Introduction

 Speaker: Bruce R. Ewing



9:15 Trademark Licensing
  • Rationale for licensing
  • Fundamentals of a trademark license
  • Key provisions and practical considerations

Speaker: Sarah Robertson



10:15 Copyright Licensing
  • Rationale for licensing
  • Fundamentals of a copyright license
  • Key provisions and practical considerations

Speaker: Helene M. Freeman



11:15 Networking Break

11:30 Rights of Publicity and Entertainment Licensing
  • Rights of publicity
  • Celebrity licensing
  • Television and movie licensing

Speaker: Christopher R. Chase



12:30 Lunch

1:45 Patent and Technology Licensing
  • Standard clauses and variations
  • Important differences between patent and other technology licenses
  • Defining the license scope (including fields of use and territorial limits)
  • Negotiating compensation (royalties, milestone payments, license fees, etc.)
  • Representations, warranties, and indemnities
  • Sub-licensing rights
  • Handling patent licensing issues in the context of joint development and software integration projects, including rights to improvements  
  • Rights and responsibilities for filing, prosecution, maintenance, defense and enforcement of patent rights

Speaker: Eric Huang



2:45 Software Licensing and Open Source Licenses
  • Source code versus object code licenses
  • Representations, warranties, indemnities and audit rights
  • Key open source licensing concepts and terms
  • License and open source compliance strategies

Speaker: Jeffrey D. Osterman



3:45 Networking Break

4:00 Ethical Issues in Licensing
  • Candor and deceit
  • Communicating with an adverse party
  • Out-of-state practice and the unauthorized practice of law
  • Competence to handle negotiation
  • Application of rules in actual cases

Speaker: David Rabinowitz



5:00 Adjourn

Day Two: 9:00 a.m. - 4:45 p.m.

9:00 International Considerations in Licensing
  • How to approach the cross-border licensing of IP
  • Dealing with issues that specifically impact licenses with foreign entities
  • Drafting considerations related to protection and enforcement of rights

Speaker: Lindsey J. Canning



10:00 Antitrust Issues in Licensing
  • Applicable antitrust standard: Per se violations versus rule of reason
  • Distinguishing between horizontal and vertical licenses
  • Particular restrictions in IP licenses
  • Differences between the application of U.S. and EU antitrust law to IP licenses

Speaker: Willard K. Tom



11:00 Networking Break

11:15 Bankruptcy Issues in Licensing
  • Treatment of IP and IP licenses under bankruptcy law
  • Consequences of your licensor, or licensee, going bankrupt
  • Structuring IP transactions to take into account bankruptcy risk
  • Negotiating tips to address the bankruptcy contingency
  • Preserving IP rights in the face of bankruptcy
Speaker: Stuart M. Riback           

12:15 Lunch

1:30 License Drafting for Litigation
  • Hear from a litigator what happens when the agreement has to be enforced
  • How to draft boilerplate for the litigators
  • A litigator's perspective on negotiating several common license provisions
(Skills credit for NY attorneys)

Speaker: Bruce R. Ewing



2:30 Mock Negotiation of a License Agreement
  • Putting it all together; a simulated negotiation of a license agreement
  • Drafting techniques and suggestions for specific clauses
  • Explanation of the “real world” relevance of license provisions
  • Pointers on negotiation techniques to develop compromises
  • Identification of typical business terms
(Skills credit for NY attorneys)

Speakers: Ryan T. Colgan, Nicholas Vogt



3:30 Networking Break

3:45 Mock Negotiation of a License Agreement (Continued)
  • Putting it all together; a simulated negotiation of a license agreement
  • Drafting techniques and suggestions for specific clauses
  • Explanation of the “real world” relevance of license provisions
  • Pointers on negotiation techniques to develop compromises
  • Identification of typical business terms
(Skills credit for NY attorneys)

Speakers: Ryan T. Colgan, Nicholas Vogt



4:45 Adjourn

Chairperson(s)
Bruce R. Ewing ~ Dorsey & Whitney LLP
Speaker(s)
Lindsey J. Canning ~ White & Case LLP
Christopher R. Chase ~ Frankfurt Kurnit Klein & Selz PC
Ryan T. Colgan ~ Vice President, Deputy General Counsel, NTT America, Inc.
Helene M. Freeman ~ Partner, Phillips Nizer LLP
Eric Huang ~ Quinn Emanuel Urquhart & Sullivan, LLP
Jeffrey D. Osterman ~ Weil, Gotshal & Manges LLP
David Rabinowitz ~ Moses & Singer LLP
Stuart M. Riback ~ Wilk Auslander LLP
Sarah Robertson ~ Partner, Dorsey & Whitney LLP
Willard K. Tom ~ Morgan, Lewis & Bockius LLP
Nicholas Vogt ~ Associate General Counsel, Verizon
Program Attorney(s)
Kenneth Min ~ Program Attorney, Practising Law Institute
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:  All PLI products can fulfill New Hampshire’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

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

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

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.

Australia (CPD-AUS):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Australia’s CPD requirements. Credit limits for live groupcasts vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.

Alberta (CPD-ALBERTA):  All PLI products can fulfill Alberta’s CPD requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Dubai (CLPD-DUBAI):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CLPD credit 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 the “Group-Live” delivery method. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

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 plicredits@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 plicredits@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.

SHRM Recertification (SHRM):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) 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 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.

Certified Anti-Money Laundering Specialists (CAMS):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CAMS credit requirements.

New York State Social Worker Continuing Education (SW CPE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill SW CPE credit requirements.

American Bankers Association Professional Certification (ABA):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill ABA credit requirements.

Certified Financial Planners (CFP):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CFP credit requirements.

 

Why You Should Attend

Licensing intellectual property can be a practical and efficient strategy for companies looking to expand into a new market, enhance an existing product line, reduce costs or accomplish other business goals.  The IP under consideration to license could be a patent, copyright, trademark, software or any combination of them all.  IP licensing is a practice that is increasingly common across industries and as the need for businesses to leverage IP continues knowing how to navigate and negotiate an IP license will remain a helpful skill that counsel representing the licensing parties must understand and develop. 

This introductory course will give attendees a comprehensive review of the basic elements in designing licensing agreements for a variety of IP types.  Our faculty will discuss the rationale for choosing licensing over other business options in a given context and explain key provisions and specific considerations when negotiating an IP license, along with special circumstances that may arise, such as any regulatory concerns, antitrust issues and also when negotiating an international IP license.   

What You Will Learn

  • Negotiating tips and effective drafting techniques
  • Key provisions and practical considerations in copyright and trademark licensing
  • Key differences between patent and other technology licenses
  • Understanding software and open source licenses
  • Rights of publicity and entertainment licensing
  • Protection and enforcement issues in cross-border IP licensing
  • Enforcing licenses – tips from an IP license litigator
  • Antitrust issues in IP licenses
  • Treatment of IP licenses under bankruptcy law
  • How licensing can generate new revenue

Special Features

  • Instructive discussion of a mock license agreement
  • Earn one hour of Ethics credit

Who Should Attend

This program is designed for intellectual property specialists, corporate counsel and general practitioners who are engaged in intellectual property law and are interested in learning how to license and protect various forms of intellectual property.


PLI Group Discounts

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

PLI Can Arrange Group Viewing to Your Firm

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

Cancellations

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

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

9:00 Introduction

 Speaker: Bruce R. Ewing



9:15 Trademark Licensing
  • Rationale for licensing
  • Fundamentals of a trademark license
  • Key provisions and practical considerations

Speaker: Sarah Robertson



10:15 Copyright Licensing
  • Rationale for licensing
  • Fundamentals of a copyright license
  • Key provisions and practical considerations

Speaker: Helene M. Freeman



11:15 Networking Break

11:30 Rights of Publicity and Entertainment Licensing
  • Rights of publicity
  • Celebrity licensing
  • Television and movie licensing

Speaker: Christopher R. Chase



12:30 Lunch

1:45 Patent and Technology Licensing
  • Standard clauses and variations
  • Important differences between patent and other technology licenses
  • Defining the license scope (including fields of use and territorial limits)
  • Negotiating compensation (royalties, milestone payments, license fees, etc.)
  • Representations, warranties, and indemnities
  • Sub-licensing rights
  • Handling patent licensing issues in the context of joint development and software integration projects, including rights to improvements  
  • Rights and responsibilities for filing, prosecution, maintenance, defense and enforcement of patent rights

Speaker: Eric Huang



2:45 Software Licensing and Open Source Licenses
  • Source code versus object code licenses
  • Representations, warranties, indemnities and audit rights
  • Key open source licensing concepts and terms
  • License and open source compliance strategies

Speaker: Jeffrey D. Osterman



3:45 Networking Break

4:00 Ethical Issues in Licensing
  • Candor and deceit
  • Communicating with an adverse party
  • Out-of-state practice and the unauthorized practice of law
  • Competence to handle negotiation
  • Application of rules in actual cases

Speaker: David Rabinowitz



5:00 Adjourn

Day Two: 9:00 a.m. - 4:45 p.m.

9:00 International Considerations in Licensing
  • How to approach the cross-border licensing of IP
  • Dealing with issues that specifically impact licenses with foreign entities
  • Drafting considerations related to protection and enforcement of rights

Speaker: Lindsey J. Canning



10:00 Antitrust Issues in Licensing
  • Applicable antitrust standard: Per se violations versus rule of reason
  • Distinguishing between horizontal and vertical licenses
  • Particular restrictions in IP licenses
  • Differences between the application of U.S. and EU antitrust law to IP licenses

Speaker: Willard K. Tom



11:00 Networking Break

11:15 Bankruptcy Issues in Licensing
  • Treatment of IP and IP licenses under bankruptcy law
  • Consequences of your licensor, or licensee, going bankrupt
  • Structuring IP transactions to take into account bankruptcy risk
  • Negotiating tips to address the bankruptcy contingency
  • Preserving IP rights in the face of bankruptcy
Speaker: Stuart M. Riback           

12:15 Lunch

1:30 License Drafting for Litigation
  • Hear from a litigator what happens when the agreement has to be enforced
  • How to draft boilerplate for the litigators
  • A litigator's perspective on negotiating several common license provisions
(Skills credit for NY attorneys)

Speaker: Bruce R. Ewing



2:30 Mock Negotiation of a License Agreement
  • Putting it all together; a simulated negotiation of a license agreement
  • Drafting techniques and suggestions for specific clauses
  • Explanation of the “real world” relevance of license provisions
  • Pointers on negotiation techniques to develop compromises
  • Identification of typical business terms
(Skills credit for NY attorneys)

Speakers: Ryan T. Colgan, Nicholas Vogt



3:30 Networking Break

3:45 Mock Negotiation of a License Agreement (Continued)
  • Putting it all together; a simulated negotiation of a license agreement
  • Drafting techniques and suggestions for specific clauses
  • Explanation of the “real world” relevance of license provisions
  • Pointers on negotiation techniques to develop compromises
  • Identification of typical business terms
(Skills credit for NY attorneys)

Speakers: Ryan T. Colgan, Nicholas Vogt



4:45 Adjourn

Chairperson(s)
Bruce R. Ewing ~ Dorsey & Whitney LLP
Speaker(s)
Lindsey J. Canning ~ White & Case LLP
Christopher R. Chase ~ Frankfurt Kurnit Klein & Selz PC
Ryan T. Colgan ~ Vice President, Deputy General Counsel, NTT America, Inc.
Helene M. Freeman ~ Partner, Phillips Nizer LLP
Eric Huang ~ Quinn Emanuel Urquhart & Sullivan, LLP
Jeffrey D. Osterman ~ Weil, Gotshal & Manges LLP
David Rabinowitz ~ Moses & Singer LLP
Stuart M. Riback ~ Wilk Auslander LLP
Sarah Robertson ~ Partner, Dorsey & Whitney LLP
Willard K. Tom ~ Morgan, Lewis & Bockius LLP
Nicholas Vogt ~ Associate General Counsel, Verizon
Program Attorney(s)
Kenneth Min ~ Program Attorney, Practising Law Institute
Ice Miller LLP, One American Square, Suite 2900, Indianapolis, IN 46282

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

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

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

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.

Australia (CPD-AUS):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Australia’s CPD requirements. Credit limits for live groupcasts vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.

Alberta (CPD-ALBERTA):  All PLI products can fulfill Alberta’s CPD requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Dubai (CLPD-DUBAI):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CLPD credit 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 the “Group-Live” delivery method. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

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 plicredits@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 plicredits@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.

SHRM Recertification (SHRM):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) 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 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.

Certified Anti-Money Laundering Specialists (CAMS):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CAMS credit requirements.

New York State Social Worker Continuing Education (SW CPE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill SW CPE credit requirements.

American Bankers Association Professional Certification (ABA):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill ABA credit requirements.

Certified Financial Planners (CFP):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CFP credit requirements.

 

Why You Should Attend

Licensing intellectual property can be a practical and efficient strategy for companies looking to expand into a new market, enhance an existing product line, reduce costs or accomplish other business goals.  The IP under consideration to license could be a patent, copyright, trademark, software or any combination of them all.  IP licensing is a practice that is increasingly common across industries and as the need for businesses to leverage IP continues knowing how to navigate and negotiate an IP license will remain a helpful skill that counsel representing the licensing parties must understand and develop. 

This introductory course will give attendees a comprehensive review of the basic elements in designing licensing agreements for a variety of IP types.  Our faculty will discuss the rationale for choosing licensing over other business options in a given context and explain key provisions and specific considerations when negotiating an IP license, along with special circumstances that may arise, such as any regulatory concerns, antitrust issues and also when negotiating an international IP license.   

What You Will Learn

  • Negotiating tips and effective drafting techniques
  • Key provisions and practical considerations in copyright and trademark licensing
  • Key differences between patent and other technology licenses
  • Understanding software and open source licenses
  • Rights of publicity and entertainment licensing
  • Protection and enforcement issues in cross-border IP licensing
  • Enforcing licenses – tips from an IP license litigator
  • Antitrust issues in IP licenses
  • Treatment of IP licenses under bankruptcy law
  • How licensing can generate new revenue

Special Features

  • Instructive discussion of a mock license agreement
  • Earn one hour of Ethics credit

Who Should Attend

This program is designed for intellectual property specialists, corporate counsel and general practitioners who are engaged in intellectual property law and are interested in learning how to license and protect various forms of intellectual property.


PLI Group Discounts

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

PLI Can Arrange Group Viewing to Your Firm

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

Cancellations

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

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

9:00 Introduction

 Speaker: Bruce R. Ewing



9:15 Trademark Licensing
  • Rationale for licensing
  • Fundamentals of a trademark license
  • Key provisions and practical considerations

Speaker: Sarah Robertson



10:15 Copyright Licensing
  • Rationale for licensing
  • Fundamentals of a copyright license
  • Key provisions and practical considerations

Speaker: Helene M. Freeman



11:15 Networking Break

11:30 Rights of Publicity and Entertainment Licensing
  • Rights of publicity
  • Celebrity licensing
  • Television and movie licensing

Speaker: Christopher R. Chase



12:30 Lunch

1:45 Patent and Technology Licensing
  • Standard clauses and variations
  • Important differences between patent and other technology licenses
  • Defining the license scope (including fields of use and territorial limits)
  • Negotiating compensation (royalties, milestone payments, license fees, etc.)
  • Representations, warranties, and indemnities
  • Sub-licensing rights
  • Handling patent licensing issues in the context of joint development and software integration projects, including rights to improvements  
  • Rights and responsibilities for filing, prosecution, maintenance, defense and enforcement of patent rights

Speaker: Eric Huang



2:45 Software Licensing and Open Source Licenses
  • Source code versus object code licenses
  • Representations, warranties, indemnities and audit rights
  • Key open source licensing concepts and terms
  • License and open source compliance strategies

Speaker: Jeffrey D. Osterman



3:45 Networking Break

4:00 Ethical Issues in Licensing
  • Candor and deceit
  • Communicating with an adverse party
  • Out-of-state practice and the unauthorized practice of law
  • Competence to handle negotiation
  • Application of rules in actual cases

Speaker: David Rabinowitz



5:00 Adjourn

Day Two: 9:00 a.m. - 4:45 p.m.

9:00 International Considerations in Licensing
  • How to approach the cross-border licensing of IP
  • Dealing with issues that specifically impact licenses with foreign entities
  • Drafting considerations related to protection and enforcement of rights

Speaker: Lindsey J. Canning



10:00 Antitrust Issues in Licensing
  • Applicable antitrust standard: Per se violations versus rule of reason
  • Distinguishing between horizontal and vertical licenses
  • Particular restrictions in IP licenses
  • Differences between the application of U.S. and EU antitrust law to IP licenses

Speaker: Willard K. Tom



11:00 Networking Break

11:15 Bankruptcy Issues in Licensing
  • Treatment of IP and IP licenses under bankruptcy law
  • Consequences of your licensor, or licensee, going bankrupt
  • Structuring IP transactions to take into account bankruptcy risk
  • Negotiating tips to address the bankruptcy contingency
  • Preserving IP rights in the face of bankruptcy
Speaker: Stuart M. Riback           

12:15 Lunch

1:30 License Drafting for Litigation
  • Hear from a litigator what happens when the agreement has to be enforced
  • How to draft boilerplate for the litigators
  • A litigator's perspective on negotiating several common license provisions
(Skills credit for NY attorneys)

Speaker: Bruce R. Ewing



2:30 Mock Negotiation of a License Agreement
  • Putting it all together; a simulated negotiation of a license agreement
  • Drafting techniques and suggestions for specific clauses
  • Explanation of the “real world” relevance of license provisions
  • Pointers on negotiation techniques to develop compromises
  • Identification of typical business terms
(Skills credit for NY attorneys)

Speakers: Ryan T. Colgan, Nicholas Vogt



3:30 Networking Break

3:45 Mock Negotiation of a License Agreement (Continued)
  • Putting it all together; a simulated negotiation of a license agreement
  • Drafting techniques and suggestions for specific clauses
  • Explanation of the “real world” relevance of license provisions
  • Pointers on negotiation techniques to develop compromises
  • Identification of typical business terms
(Skills credit for NY attorneys)

Speakers: Ryan T. Colgan, Nicholas Vogt



4:45 Adjourn

Chairperson(s)
Bruce R. Ewing ~ Dorsey & Whitney LLP
Speaker(s)
Lindsey J. Canning ~ White & Case LLP
Christopher R. Chase ~ Frankfurt Kurnit Klein & Selz PC
Ryan T. Colgan ~ Vice President, Deputy General Counsel, NTT America, Inc.
Helene M. Freeman ~ Partner, Phillips Nizer LLP
Eric Huang ~ Quinn Emanuel Urquhart & Sullivan, LLP
Jeffrey D. Osterman ~ Weil, Gotshal & Manges LLP
David Rabinowitz ~ Moses & Singer LLP
Stuart M. Riback ~ Wilk Auslander LLP
Sarah Robertson ~ Partner, Dorsey & Whitney LLP
Willard K. Tom ~ Morgan, Lewis & Bockius LLP
Nicholas Vogt ~ Associate General Counsel, Verizon
Program Attorney(s)
Kenneth Min ~ Program Attorney, Practising Law Institute

Philadelphia Groupcast Location

Pennsylvania Bar Institute, The CLE Conference Center, Wanamaker Building, 10th floor, Suite 1010, Center City Philadelphia (Juniper St. entrance, between 13th & Broad Sts., opposite City Hall). (800) 932-4637. Click here for directions.

Philadelphia Groupcast Hotel Accommodations

Below is a list of hotel accommodations suggested by the Pennsylvania Bar Institute:

Marriott Residence Inn

Ritz Carlton

Loews Philadelphia

Philadelphia Marriott Downtown

Hilton Garden Inn

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

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

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

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.

Australia (CPD-AUS):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Australia’s CPD requirements. Credit limits for live groupcasts vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.

Alberta (CPD-ALBERTA):  All PLI products can fulfill Alberta’s CPD requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Dubai (CLPD-DUBAI):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CLPD credit 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 the “Group-Live” delivery method. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

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 plicredits@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 plicredits@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.

SHRM Recertification (SHRM):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) 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 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.

Certified Anti-Money Laundering Specialists (CAMS):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CAMS credit requirements.

New York State Social Worker Continuing Education (SW CPE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill SW CPE credit requirements.

American Bankers Association Professional Certification (ABA):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill ABA credit requirements.

Certified Financial Planners (CFP):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CFP credit requirements.

 

Why You Should Attend

Licensing intellectual property can be a practical and efficient strategy for companies looking to expand into a new market, enhance an existing product line, reduce costs or accomplish other business goals.  The IP under consideration to license could be a patent, copyright, trademark, software or any combination of them all.  IP licensing is a practice that is increasingly common across industries and as the need for businesses to leverage IP continues knowing how to navigate and negotiate an IP license will remain a helpful skill that counsel representing the licensing parties must understand and develop. 

This introductory course will give attendees a comprehensive review of the basic elements in designing licensing agreements for a variety of IP types.  Our faculty will discuss the rationale for choosing licensing over other business options in a given context and explain key provisions and specific considerations when negotiating an IP license, along with special circumstances that may arise, such as any regulatory concerns, antitrust issues and also when negotiating an international IP license.   

What You Will Learn

  • Negotiating tips and effective drafting techniques
  • Key provisions and practical considerations in copyright and trademark licensing
  • Key differences between patent and other technology licenses
  • Understanding software and open source licenses
  • Rights of publicity and entertainment licensing
  • Protection and enforcement issues in cross-border IP licensing
  • Enforcing licenses – tips from an IP license litigator
  • Antitrust issues in IP licenses
  • Treatment of IP licenses under bankruptcy law
  • How licensing can generate new revenue

Special Features

  • Instructive discussion of a mock license agreement
  • Earn one hour of Ethics credit

Who Should Attend

This program is designed for intellectual property specialists, corporate counsel and general practitioners who are engaged in intellectual property law and are interested in learning how to license and protect various forms of intellectual property.


PLI Group Discounts

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

PLI Can Arrange Group Viewing to Your Firm

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

Cancellations

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

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

9:00 Introduction

 Speaker: Bruce R. Ewing



9:15 Trademark Licensing
  • Rationale for licensing
  • Fundamentals of a trademark license
  • Key provisions and practical considerations

Speaker: Sarah Robertson



10:15 Copyright Licensing
  • Rationale for licensing
  • Fundamentals of a copyright license
  • Key provisions and practical considerations

Speaker: Helene M. Freeman



11:15 Networking Break

11:30 Rights of Publicity and Entertainment Licensing
  • Rights of publicity
  • Celebrity licensing
  • Television and movie licensing

Speaker: Christopher R. Chase



12:30 Lunch

1:45 Patent and Technology Licensing
  • Standard clauses and variations
  • Important differences between patent and other technology licenses
  • Defining the license scope (including fields of use and territorial limits)
  • Negotiating compensation (royalties, milestone payments, license fees, etc.)
  • Representations, warranties, and indemnities
  • Sub-licensing rights
  • Handling patent licensing issues in the context of joint development and software integration projects, including rights to improvements  
  • Rights and responsibilities for filing, prosecution, maintenance, defense and enforcement of patent rights

Speaker: Eric Huang



2:45 Software Licensing and Open Source Licenses
  • Source code versus object code licenses
  • Representations, warranties, indemnities and audit rights
  • Key open source licensing concepts and terms
  • License and open source compliance strategies

Speaker: Jeffrey D. Osterman



3:45 Networking Break

4:00 Ethical Issues in Licensing
  • Candor and deceit
  • Communicating with an adverse party
  • Out-of-state practice and the unauthorized practice of law
  • Competence to handle negotiation
  • Application of rules in actual cases

Speaker: David Rabinowitz



5:00 Adjourn

Day Two: 9:00 a.m. - 4:45 p.m.

9:00 International Considerations in Licensing
  • How to approach the cross-border licensing of IP
  • Dealing with issues that specifically impact licenses with foreign entities
  • Drafting considerations related to protection and enforcement of rights

Speaker: Lindsey J. Canning



10:00 Antitrust Issues in Licensing
  • Applicable antitrust standard: Per se violations versus rule of reason
  • Distinguishing between horizontal and vertical licenses
  • Particular restrictions in IP licenses
  • Differences between the application of U.S. and EU antitrust law to IP licenses

Speaker: Willard K. Tom



11:00 Networking Break

11:15 Bankruptcy Issues in Licensing
  • Treatment of IP and IP licenses under bankruptcy law
  • Consequences of your licensor, or licensee, going bankrupt
  • Structuring IP transactions to take into account bankruptcy risk
  • Negotiating tips to address the bankruptcy contingency
  • Preserving IP rights in the face of bankruptcy
Speaker: Stuart M. Riback           

12:15 Lunch

1:30 License Drafting for Litigation
  • Hear from a litigator what happens when the agreement has to be enforced
  • How to draft boilerplate for the litigators
  • A litigator's perspective on negotiating several common license provisions
(Skills credit for NY attorneys)

Speaker: Bruce R. Ewing



2:30 Mock Negotiation of a License Agreement
  • Putting it all together; a simulated negotiation of a license agreement
  • Drafting techniques and suggestions for specific clauses
  • Explanation of the “real world” relevance of license provisions
  • Pointers on negotiation techniques to develop compromises
  • Identification of typical business terms
(Skills credit for NY attorneys)

Speakers: Ryan T. Colgan, Nicholas Vogt



3:30 Networking Break

3:45 Mock Negotiation of a License Agreement (Continued)
  • Putting it all together; a simulated negotiation of a license agreement
  • Drafting techniques and suggestions for specific clauses
  • Explanation of the “real world” relevance of license provisions
  • Pointers on negotiation techniques to develop compromises
  • Identification of typical business terms
(Skills credit for NY attorneys)

Speakers: Ryan T. Colgan, Nicholas Vogt



4:45 Adjourn

Chairperson(s)
Bruce R. Ewing ~ Dorsey & Whitney LLP
Speaker(s)
Lindsey J. Canning ~ White & Case LLP
Christopher R. Chase ~ Frankfurt Kurnit Klein & Selz PC
Ryan T. Colgan ~ Vice President, Deputy General Counsel, NTT America, Inc.
Helene M. Freeman ~ Partner, Phillips Nizer LLP
Eric Huang ~ Quinn Emanuel Urquhart & Sullivan, LLP
Jeffrey D. Osterman ~ Weil, Gotshal & Manges LLP
David Rabinowitz ~ Moses & Singer LLP
Stuart M. Riback ~ Wilk Auslander LLP
Sarah Robertson ~ Partner, Dorsey & Whitney LLP
Willard K. Tom ~ Morgan, Lewis & Bockius LLP
Nicholas Vogt ~ Associate General Counsel, Verizon
Program Attorney(s)
Kenneth Min ~ Program Attorney, Practising Law Institute
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:  All PLI products can fulfill New Hampshire’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

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

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

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.

Australia (CPD-AUS):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Australia’s CPD requirements. Credit limits for live groupcasts vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.

Alberta (CPD-ALBERTA):  All PLI products can fulfill Alberta’s CPD requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Dubai (CLPD-DUBAI):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CLPD credit 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 the “Group-Live” delivery method. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

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 plicredits@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 plicredits@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.

SHRM Recertification (SHRM):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) 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 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.

Certified Anti-Money Laundering Specialists (CAMS):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CAMS credit requirements.

New York State Social Worker Continuing Education (SW CPE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill SW CPE credit requirements.

American Bankers Association Professional Certification (ABA):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill ABA credit requirements.

Certified Financial Planners (CFP):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CFP credit requirements.

 

Why You Should Attend

Licensing intellectual property can be a practical and efficient strategy for companies looking to expand into a new market, enhance an existing product line, reduce costs or accomplish other business goals.  The IP under consideration to license could be a patent, copyright, trademark, software or any combination of them all.  IP licensing is a practice that is increasingly common across industries and as the need for businesses to leverage IP continues knowing how to navigate and negotiate an IP license will remain a helpful skill that counsel representing the licensing parties must understand and develop. 

This introductory course will give attendees a comprehensive review of the basic elements in designing licensing agreements for a variety of IP types.  Our faculty will discuss the rationale for choosing licensing over other business options in a given context and explain key provisions and specific considerations when negotiating an IP license, along with special circumstances that may arise, such as any regulatory concerns, antitrust issues and also when negotiating an international IP license.   

What You Will Learn

  • Negotiating tips and effective drafting techniques
  • Key provisions and practical considerations in copyright and trademark licensing
  • Key differences between patent and other technology licenses
  • Understanding software and open source licenses
  • Rights of publicity and entertainment licensing
  • Protection and enforcement issues in cross-border IP licensing
  • Enforcing licenses – tips from an IP license litigator
  • Antitrust issues in IP licenses
  • Treatment of IP licenses under bankruptcy law
  • How licensing can generate new revenue

Special Features

  • Instructive discussion of a mock license agreement
  • Earn one hour of Ethics credit

Who Should Attend

This program is designed for intellectual property specialists, corporate counsel and general practitioners who are engaged in intellectual property law and are interested in learning how to license and protect various forms of intellectual property.


PLI Group Discounts

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

PLI Can Arrange Group Viewing to Your Firm

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

Cancellations

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

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

9:00 Introduction

 Speaker: Bruce R. Ewing



9:15 Trademark Licensing
  • Rationale for licensing
  • Fundamentals of a trademark license
  • Key provisions and practical considerations

Speaker: Sarah Robertson



10:15 Copyright Licensing
  • Rationale for licensing
  • Fundamentals of a copyright license
  • Key provisions and practical considerations

Speaker: Helene M. Freeman



11:15 Networking Break

11:30 Rights of Publicity and Entertainment Licensing
  • Rights of publicity
  • Celebrity licensing
  • Television and movie licensing

Speaker: Christopher R. Chase



12:30 Lunch

1:45 Patent and Technology Licensing
  • Standard clauses and variations
  • Important differences between patent and other technology licenses
  • Defining the license scope (including fields of use and territorial limits)
  • Negotiating compensation (royalties, milestone payments, license fees, etc.)
  • Representations, warranties, and indemnities
  • Sub-licensing rights
  • Handling patent licensing issues in the context of joint development and software integration projects, including rights to improvements  
  • Rights and responsibilities for filing, prosecution, maintenance, defense and enforcement of patent rights

Speaker: Eric Huang



2:45 Software Licensing and Open Source Licenses
  • Source code versus object code licenses
  • Representations, warranties, indemnities and audit rights
  • Key open source licensing concepts and terms
  • License and open source compliance strategies

Speaker: Jeffrey D. Osterman



3:45 Networking Break

4:00 Ethical Issues in Licensing
  • Candor and deceit
  • Communicating with an adverse party
  • Out-of-state practice and the unauthorized practice of law
  • Competence to handle negotiation
  • Application of rules in actual cases

Speaker: David Rabinowitz



5:00 Adjourn

Day Two: 9:00 a.m. - 4:45 p.m.

9:00 International Considerations in Licensing
  • How to approach the cross-border licensing of IP
  • Dealing with issues that specifically impact licenses with foreign entities
  • Drafting considerations related to protection and enforcement of rights

Speaker: Lindsey J. Canning



10:00 Antitrust Issues in Licensing
  • Applicable antitrust standard: Per se violations versus rule of reason
  • Distinguishing between horizontal and vertical licenses
  • Particular restrictions in IP licenses
  • Differences between the application of U.S. and EU antitrust law to IP licenses

Speaker: Willard K. Tom



11:00 Networking Break

11:15 Bankruptcy Issues in Licensing
  • Treatment of IP and IP licenses under bankruptcy law
  • Consequences of your licensor, or licensee, going bankrupt
  • Structuring IP transactions to take into account bankruptcy risk
  • Negotiating tips to address the bankruptcy contingency
  • Preserving IP rights in the face of bankruptcy
Speaker: Stuart M. Riback           

12:15 Lunch

1:30 License Drafting for Litigation
  • Hear from a litigator what happens when the agreement has to be enforced
  • How to draft boilerplate for the litigators
  • A litigator's perspective on negotiating several common license provisions
(Skills credit for NY attorneys)

Speaker: Bruce R. Ewing



2:30 Mock Negotiation of a License Agreement
  • Putting it all together; a simulated negotiation of a license agreement
  • Drafting techniques and suggestions for specific clauses
  • Explanation of the “real world” relevance of license provisions
  • Pointers on negotiation techniques to develop compromises
  • Identification of typical business terms
(Skills credit for NY attorneys)

Speakers: Ryan T. Colgan, Nicholas Vogt



3:30 Networking Break

3:45 Mock Negotiation of a License Agreement (Continued)
  • Putting it all together; a simulated negotiation of a license agreement
  • Drafting techniques and suggestions for specific clauses
  • Explanation of the “real world” relevance of license provisions
  • Pointers on negotiation techniques to develop compromises
  • Identification of typical business terms
(Skills credit for NY attorneys)

Speakers: Ryan T. Colgan, Nicholas Vogt



4:45 Adjourn

Chairperson(s)
Bruce R. Ewing ~ Dorsey & Whitney LLP
Speaker(s)
Lindsey J. Canning ~ White & Case LLP
Christopher R. Chase ~ Frankfurt Kurnit Klein & Selz PC
Ryan T. Colgan ~ Vice President, Deputy General Counsel, NTT America, Inc.
Helene M. Freeman ~ Partner, Phillips Nizer LLP
Eric Huang ~ Quinn Emanuel Urquhart & Sullivan, LLP
Jeffrey D. Osterman ~ Weil, Gotshal & Manges LLP
David Rabinowitz ~ Moses & Singer LLP
Stuart M. Riback ~ Wilk Auslander LLP
Sarah Robertson ~ Partner, Dorsey & Whitney LLP
Willard K. Tom ~ Morgan, Lewis & Bockius LLP
Nicholas Vogt ~ Associate General Counsel, Verizon
Program Attorney(s)
Kenneth Min ~ Program Attorney, Practising Law Institute

Mechanicsburg Groupcast Location

Pennsylvania Bar Institute, 5080 Ritter Rd., Mechanicsburg PA 17055, (800) 932-4637. Click here for directions.

Mechanicsburg Groupcast Hotel Accommodations

Below is a list of hotel accommodations suggested by the Pennsylvania Bar Institute:

Hampton Inn Harrisburg-West, 4950 Ritter Road, Mechanicsburg, Pennsylvania, USA 17055. Tel: 717-691-1300. Fax: 717-691-9692.

Homewood Suites by Hilton® Harrisburg-West Hershey Area, 5001 Ritter Road, Mechanicsburg, Pennsylvania, United States 17055. Tel: 1-717-697-4900. Fax: 1-717-697-9101.

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

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

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

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.

Australia (CPD-AUS):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Australia’s CPD requirements. Credit limits for live groupcasts vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.

Alberta (CPD-ALBERTA):  All PLI products can fulfill Alberta’s CPD requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Dubai (CLPD-DUBAI):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CLPD credit 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 the “Group-Live” delivery method. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

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 plicredits@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 plicredits@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.

SHRM Recertification (SHRM):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) 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 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.

Certified Anti-Money Laundering Specialists (CAMS):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CAMS credit requirements.

New York State Social Worker Continuing Education (SW CPE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill SW CPE credit requirements.

American Bankers Association Professional Certification (ABA):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill ABA credit requirements.

Certified Financial Planners (CFP):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CFP credit requirements.

 

Why You Should Attend

Licensing intellectual property can be a practical and efficient strategy for companies looking to expand into a new market, enhance an existing product line, reduce costs or accomplish other business goals.  The IP under consideration to license could be a patent, copyright, trademark, software or any combination of them all.  IP licensing is a practice that is increasingly common across industries and as the need for businesses to leverage IP continues knowing how to navigate and negotiate an IP license will remain a helpful skill that counsel representing the licensing parties must understand and develop. 

This introductory course will give attendees a comprehensive review of the basic elements in designing licensing agreements for a variety of IP types.  Our faculty will discuss the rationale for choosing licensing over other business options in a given context and explain key provisions and specific considerations when negotiating an IP license, along with special circumstances that may arise, such as any regulatory concerns, antitrust issues and also when negotiating an international IP license.   

What You Will Learn

  • Negotiating tips and effective drafting techniques
  • Key provisions and practical considerations in copyright and trademark licensing
  • Key differences between patent and other technology licenses
  • Understanding software and open source licenses
  • Rights of publicity and entertainment licensing
  • Protection and enforcement issues in cross-border IP licensing
  • Enforcing licenses – tips from an IP license litigator
  • Antitrust issues in IP licenses
  • Treatment of IP licenses under bankruptcy law
  • How licensing can generate new revenue

Special Features

  • Instructive discussion of a mock license agreement
  • Earn one hour of Ethics credit

Who Should Attend

This program is designed for intellectual property specialists, corporate counsel and general practitioners who are engaged in intellectual property law and are interested in learning how to license and protect various forms of intellectual property.


PLI Group Discounts

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

PLI Can Arrange Group Viewing to Your Firm

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

Cancellations

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

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

9:00 Introduction

 Speaker: Bruce R. Ewing



9:15 Trademark Licensing
  • Rationale for licensing
  • Fundamentals of a trademark license
  • Key provisions and practical considerations

Speaker: Sarah Robertson



10:15 Copyright Licensing
  • Rationale for licensing
  • Fundamentals of a copyright license
  • Key provisions and practical considerations

Speaker: Helene M. Freeman



11:15 Networking Break

11:30 Rights of Publicity and Entertainment Licensing
  • Rights of publicity
  • Celebrity licensing
  • Television and movie licensing

Speaker: Christopher R. Chase



12:30 Lunch

1:45 Patent and Technology Licensing
  • Standard clauses and variations
  • Important differences between patent and other technology licenses
  • Defining the license scope (including fields of use and territorial limits)
  • Negotiating compensation (royalties, milestone payments, license fees, etc.)
  • Representations, warranties, and indemnities
  • Sub-licensing rights
  • Handling patent licensing issues in the context of joint development and software integration projects, including rights to improvements  
  • Rights and responsibilities for filing, prosecution, maintenance, defense and enforcement of patent rights

Speaker: Eric Huang



2:45 Software Licensing and Open Source Licenses
  • Source code versus object code licenses
  • Representations, warranties, indemnities and audit rights
  • Key open source licensing concepts and terms
  • License and open source compliance strategies

Speaker: Jeffrey D. Osterman



3:45 Networking Break

4:00 Ethical Issues in Licensing
  • Candor and deceit
  • Communicating with an adverse party
  • Out-of-state practice and the unauthorized practice of law
  • Competence to handle negotiation
  • Application of rules in actual cases

Speaker: David Rabinowitz



5:00 Adjourn

Day Two: 9:00 a.m. - 4:45 p.m.

9:00 International Considerations in Licensing
  • How to approach the cross-border licensing of IP
  • Dealing with issues that specifically impact licenses with foreign entities
  • Drafting considerations related to protection and enforcement of rights

Speaker: Lindsey J. Canning



10:00 Antitrust Issues in Licensing
  • Applicable antitrust standard: Per se violations versus rule of reason
  • Distinguishing between horizontal and vertical licenses
  • Particular restrictions in IP licenses
  • Differences between the application of U.S. and EU antitrust law to IP licenses

Speaker: Willard K. Tom



11:00 Networking Break

11:15 Bankruptcy Issues in Licensing
  • Treatment of IP and IP licenses under bankruptcy law
  • Consequences of your licensor, or licensee, going bankrupt
  • Structuring IP transactions to take into account bankruptcy risk
  • Negotiating tips to address the bankruptcy contingency
  • Preserving IP rights in the face of bankruptcy
Speaker: Stuart M. Riback           

12:15 Lunch

1:30 License Drafting for Litigation
  • Hear from a litigator what happens when the agreement has to be enforced
  • How to draft boilerplate for the litigators
  • A litigator's perspective on negotiating several common license provisions
(Skills credit for NY attorneys)

Speaker: Bruce R. Ewing



2:30 Mock Negotiation of a License Agreement
  • Putting it all together; a simulated negotiation of a license agreement
  • Drafting techniques and suggestions for specific clauses
  • Explanation of the “real world” relevance of license provisions
  • Pointers on negotiation techniques to develop compromises
  • Identification of typical business terms
(Skills credit for NY attorneys)

Speakers: Ryan T. Colgan, Nicholas Vogt



3:30 Networking Break

3:45 Mock Negotiation of a License Agreement (Continued)
  • Putting it all together; a simulated negotiation of a license agreement
  • Drafting techniques and suggestions for specific clauses
  • Explanation of the “real world” relevance of license provisions
  • Pointers on negotiation techniques to develop compromises
  • Identification of typical business terms
(Skills credit for NY attorneys)

Speakers: Ryan T. Colgan, Nicholas Vogt



4:45 Adjourn

Chairperson(s)
Bruce R. Ewing ~ Dorsey & Whitney LLP
Speaker(s)
Lindsey J. Canning ~ White & Case LLP
Christopher R. Chase ~ Frankfurt Kurnit Klein & Selz PC
Ryan T. Colgan ~ Vice President, Deputy General Counsel, NTT America, Inc.
Helene M. Freeman ~ Partner, Phillips Nizer LLP
Eric Huang ~ Quinn Emanuel Urquhart & Sullivan, LLP
Jeffrey D. Osterman ~ Weil, Gotshal & Manges LLP
David Rabinowitz ~ Moses & Singer LLP
Stuart M. Riback ~ Wilk Auslander LLP
Sarah Robertson ~ Partner, Dorsey & Whitney LLP
Willard K. Tom ~ Morgan, Lewis & Bockius LLP
Nicholas Vogt ~ Associate General Counsel, Verizon
Program Attorney(s)
Kenneth Min ~ Program Attorney, Practising Law Institute

Pittsburgh Groupcast Location

Pennsylvania Bar Institute, Professional Development Conference Center, 339 Sixth Avenue, Suite 760, Pittsburgh, Pennsylvania 15222-2517. (412) 802-2300. Click Here for Directions

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

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

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

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.

Australia (CPD-AUS):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Australia’s CPD requirements. Credit limits for live groupcasts vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.

Alberta (CPD-ALBERTA):  All PLI products can fulfill Alberta’s CPD requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Dubai (CLPD-DUBAI):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CLPD credit 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 the “Group-Live” delivery method. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

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 plicredits@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 plicredits@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.

SHRM Recertification (SHRM):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) 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 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.

Certified Anti-Money Laundering Specialists (CAMS):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CAMS credit requirements.

New York State Social Worker Continuing Education (SW CPE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill SW CPE credit requirements.

American Bankers Association Professional Certification (ABA):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill ABA credit requirements.

Certified Financial Planners (CFP):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CFP credit requirements.

 

Why You Should Attend

Licensing intellectual property can be a practical and efficient strategy for companies looking to expand into a new market, enhance an existing product line, reduce costs or accomplish other business goals.  The IP under consideration to license could be a patent, copyright, trademark, software or any combination of them all.  IP licensing is a practice that is increasingly common across industries and as the need for businesses to leverage IP continues knowing how to navigate and negotiate an IP license will remain a helpful skill that counsel representing the licensing parties must understand and develop. 

This introductory course will give attendees a comprehensive review of the basic elements in designing licensing agreements for a variety of IP types.  Our faculty will discuss the rationale for choosing licensing over other business options in a given context and explain key provisions and specific considerations when negotiating an IP license, along with special circumstances that may arise, such as any regulatory concerns, antitrust issues and also when negotiating an international IP license.   

What You Will Learn

  • Negotiating tips and effective drafting techniques
  • Key provisions and practical considerations in copyright and trademark licensing
  • Key differences between patent and other technology licenses
  • Understanding software and open source licenses
  • Rights of publicity and entertainment licensing
  • Protection and enforcement issues in cross-border IP licensing
  • Enforcing licenses – tips from an IP license litigator
  • Antitrust issues in IP licenses
  • Treatment of IP licenses under bankruptcy law
  • How licensing can generate new revenue

Special Features

  • Instructive discussion of a mock license agreement
  • Earn one hour of Ethics credit

Who Should Attend

This program is designed for intellectual property specialists, corporate counsel and general practitioners who are engaged in intellectual property law and are interested in learning how to license and protect various forms of intellectual property.


PLI Group Discounts

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

PLI Can Arrange Group Viewing to Your Firm

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

Cancellations

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

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

9:00 Introduction
Speaker: Joseph Yang

9:15 Trademark Licensing
  • Rationale for licensing
  • Fundamentals of a trademark license
  • Key provisions and practical considerations

Speaker: Sally M. Abel



10:15 Copyright Licensing
  • Rationale for licensing
  • Fundamentals of a copyright license
  • Key provisions and practical considerations
  • Creative Commons licenses

Speaker: Cydney A. Tune



11:15 Networking Break

11:30 Rights of Publicity and Entertainment Licensing
  • Rights of publicity
  • Celebrity licensing
  • Television and movie licensing

Speakers: Bryan Thompson, Kristina H. Dinerman



12:30 Lunch

1:45 Patent and Technology Licensing
  • Standard clauses and variations
  • Important differences between patent and other technology licenses
  • Defining the license scope (including fields of use and territorial limits)
  • Negotiating compensation (royalties, milestone payments, license fees, etc.)
  • Representations, warranties, and indemnities
  • Sub-licensing rights
  • Handling patent licensing issues in the context of joint development and software integration projects, including rights to improvements  
  • Rights and responsibilities for filing, prosecution, maintenance, defense and enforcement of patent rights

Speaker: Joseph Yang      



2:45 Software Licensing and Open Source Licenses
  • Source code versus object code licenses
  • Representations, warranties, indemnities and audit rights
  • Key open source licensing concepts and terms
  • License and open source compliance strategies

Speakers: A. Clifford Allen, Jason S. Buttura



3:45 Networking Break

4:00 Ethical Issues in Licensing
  • Candor and deceit
  • Communicating with an adverse party
  • Out-of-state practice and the unauthorized practice of law
  • Competence to handle negotiation
  • Application of rules in actual cases

Speaker: Cassidy E. Chivers



5:00 Adjourn

Day Two: 9:00 a.m. - 4:45 p.m.

9:00 International Considerations in Licensing
  • How to approach the cross-border licensing of IP
  • Dealing with issues that specifically impact licenses with foreign entities
  • Drafting considerations related to protection and enforcement of rights

Speaker: Lindsey J. Canning



10:00 Antitrust Issues in Licensing
  • Applicable antitrust standard: Per se violations versus rule of reason
  • Distinguishing between horizontal and vertical licenses
  • Particular restrictions in IP licenses
  • Differences between the application of U.S. and EU antitrust law to IP licenses

Speaker: Willard K. Tom



11:00 Networking Break

11:15 Bankruptcy Issues in Licensing
  • Treatment of IP and IP licenses under bankruptcy law
  • Consequences of your licensor, or licensee, going bankrupt
  • Structuring IP transactions to take into account bankruptcy risk
  • Negotiating tips to address the bankruptcy contingency
  • Preserving IP rights in the face of bankruptcy

Speaker: Lillian Stenfeldt



12:15 Lunch

1:30 License Drafting for Litigation
  • Hear from a litigator what happens when the agreement has to be enforced
  • How to draft boilerplate for the litigators
  • A litigator's perspective on negotiating several common license provisions
(Skills credit for NY attorneys)

Speaker: Ira Jay Levy



2:30 Regulatory and Goverment Issues in IP Licensing
  • Licensing IP from the government: Required clauses, enforcement, march-in rights, and traps for the unwary
  • Licensing IP to the government: Marking, monitoring, minimum rights, open source issues and remedies for infringement
  • Impact of government preferences on licensing: Domestic manufacture, offshore R&D, and open-source requirements at the state and federal levels

Speaker: David S. Bloch



3:30 Networking Break

3:45 Mock Negotiation of a License Agreement
  • Putting it all together; a simulated negotiation of a license agreement
  • Drafting techniques and suggestions for specific clauses
  • Explanation of the “real world” relevance of license provisions
  • Pointers on negotiation techniques to develop compromises
  • Identification of typical business terms
(Skills credit for NY attorneys)

Speakers: Naomi Obinata, Tina Soriano, Joseph Yang



4:45 Adjourn

Chairperson(s)
Joseph Yang ~ PatentEsque Law Group, LLP
Speaker(s)
Sally M. Abel ~ Fenwick & West LLP
A. Clifford Allen ~ Senior Attorney, Microsoft Corporation
David S. Bloch ~ Winston & Strawn LLP
Jason Buttura ~ Senior Corporate Counsel, Open Source & Software, Cisco Systems, Inc.
Lindsey J. Canning ~ White & Case LLP
Cassidy Chivers ~ Partner, Hinshaw & Culbertson LLP
Kristina Dinerman Cooper ~ Vice-President and General Counsel, Taap Development, Inc.
Ira Jay Levy ~ Goodwin Procter LLP
Naomi Obinata ~ General Counsel, Nikon Precision
Tina Soriano ~ Associate General Counsel – IP Licensing and Technology Transactions, Rambus Inc
Lillian Stenfeldt ~ Rimon, P.C.
Bryan Thompson ~ Senior Counsel, Barnes and Thornburg
Willard K. Tom ~ Morgan, Lewis & Bockius LLP
Cydney A. Tune ~ Pillsbury Winthrop Shaw Pittman LLP
Program Attorney(s)
Kenneth Min ~ Program Attorney, Practising Law Institute

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 2018.

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

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

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

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.

Alberta (CPD-ALBERTA):  All PLI products can fulfill Alberta’s CPD requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Dubai (CLPD-DUBAI):  PLI’s live seminars may fulfill CLPD credit requirements.

Other Credit Types

CPE Credit (NASBA): PLI’s live seminars qualify as the “Group-Live” delivery method. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

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.

American Bankers Association Professional Certification (ABA):  PLI’s live seminars may fulfill ABA credit requirements.

Certified Financial Planners (CFP):  PLI’s live seminars may fulfill CFP credit requirements.

 

Why You Should Attend

Licensing intellectual property can be a practical and efficient strategy for companies looking to expand into a new market, enhance an existing product line, reduce costs or accomplish other business goals.  The IP under consideration to license could be a patent, copyright, trademark, software or any combination of them all.  IP licensing is a practice that is increasingly common across industries and as the need for businesses to leverage IP continues knowing how to navigate and negotiate an IP license will remain a helpful skill that counsel representing the licensing parties must understand and develop. 

This introductory course will give attendees a comprehensive review of the basic elements in designing licensing agreements for a variety of IP types.  Our faculty will discuss the rationale for choosing licensing over other business options in a given context and explain key provisions and specific considerations when negotiating an IP license, along with special circumstances that may arise, such as any regulatory concerns, antitrust issues and also when negotiating an international IP license.   

What You Will Learn

  • Negotiating tips and effective drafting techniques
  • Key provisions and practical considerations in copyright and trademark licensing
  • Key differences between patent and other technology licenses
  • Understanding software and open source licenses
  • Rights of publicity and entertainment licensing
  • Protection and enforcement issues in cross-border IP licensing
  • Enforcing licenses – tips from an IP license litigator
  • Antitrust issues in IP licenses
  • Treatment of IP licenses under bankruptcy law
  • How licensing can generate new revenue

Special Features

  • Instructive discussion of a mock license agreement
  • Earn one hour of Ethics credit

Who Should Attend

This program is designed for intellectual property specialists, corporate counsel and general practitioners who are engaged in intellectual property law and are interested in learning how to license and protect various forms of intellectual property.


PLI Group Discounts

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

PLI Can Arrange Group Viewing to Your Firm

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

Cancellations

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

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

9:00 Introduction
Speaker: Joseph Yang

9:15 Trademark Licensing
  • Rationale for licensing
  • Fundamentals of a trademark license
  • Key provisions and practical considerations

Speaker: Sally M. Abel



10:15 Copyright Licensing
  • Rationale for licensing
  • Fundamentals of a copyright license
  • Key provisions and practical considerations
  • Creative Commons licenses

Speaker: Cydney A. Tune



11:15 Networking Break

11:30 Rights of Publicity and Entertainment Licensing
  • Rights of publicity
  • Celebrity licensing
  • Television and movie licensing

Speakers: Bryan Thompson, Kristina H. Dinerman



12:30 Lunch

1:45 Patent and Technology Licensing
  • Standard clauses and variations
  • Important differences between patent and other technology licenses
  • Defining the license scope (including fields of use and territorial limits)
  • Negotiating compensation (royalties, milestone payments, license fees, etc.)
  • Representations, warranties, and indemnities
  • Sub-licensing rights
  • Handling patent licensing issues in the context of joint development and software integration projects, including rights to improvements  
  • Rights and responsibilities for filing, prosecution, maintenance, defense and enforcement of patent rights

Speaker: Joseph Yang      



2:45 Software Licensing and Open Source Licenses
  • Source code versus object code licenses
  • Representations, warranties, indemnities and audit rights
  • Key open source licensing concepts and terms
  • License and open source compliance strategies

Speakers: A. Clifford Allen, Jason S. Buttura



3:45 Networking Break

4:00 Ethical Issues in Licensing
  • Candor and deceit
  • Communicating with an adverse party
  • Out-of-state practice and the unauthorized practice of law
  • Competence to handle negotiation
  • Application of rules in actual cases

Speaker: Cassidy E. Chivers



5:00 Adjourn

Day Two: 9:00 a.m. - 4:45 p.m.

9:00 International Considerations in Licensing
  • How to approach the cross-border licensing of IP
  • Dealing with issues that specifically impact licenses with foreign entities
  • Drafting considerations related to protection and enforcement of rights

Speaker: Lindsey J. Canning



10:00 Antitrust Issues in Licensing
  • Applicable antitrust standard: Per se violations versus rule of reason
  • Distinguishing between horizontal and vertical licenses
  • Particular restrictions in IP licenses
  • Differences between the application of U.S. and EU antitrust law to IP licenses

Speaker: Willard K. Tom



11:00 Networking Break

11:15 Bankruptcy Issues in Licensing
  • Treatment of IP and IP licenses under bankruptcy law
  • Consequences of your licensor, or licensee, going bankrupt
  • Structuring IP transactions to take into account bankruptcy risk
  • Negotiating tips to address the bankruptcy contingency
  • Preserving IP rights in the face of bankruptcy

Speaker: Lillian Stenfeldt



12:15 Lunch

1:30 License Drafting for Litigation
  • Hear from a litigator what happens when the agreement has to be enforced
  • How to draft boilerplate for the litigators
  • A litigator's perspective on negotiating several common license provisions
(Skills credit for NY attorneys)

Speaker: Ira Jay Levy



2:30 Regulatory and Goverment Issues in IP Licensing
  • Licensing IP from the government: Required clauses, enforcement, march-in rights, and traps for the unwary
  • Licensing IP to the government: Marking, monitoring, minimum rights, open source issues and remedies for infringement
  • Impact of government preferences on licensing: Domestic manufacture, offshore R&D, and open-source requirements at the state and federal levels

Speaker: David S. Bloch



3:30 Networking Break

3:45 Mock Negotiation of a License Agreement
  • Putting it all together; a simulated negotiation of a license agreement
  • Drafting techniques and suggestions for specific clauses
  • Explanation of the “real world” relevance of license provisions
  • Pointers on negotiation techniques to develop compromises
  • Identification of typical business terms
(Skills credit for NY attorneys)

Speakers: Naomi Obinata, Tina Soriano, Joseph Yang



4:45 Adjourn

Chairperson(s)
Joseph Yang ~ PatentEsque Law Group, LLP
Speaker(s)
Sally M. Abel ~ Fenwick & West LLP
A. Clifford Allen ~ Senior Attorney, Microsoft Corporation
David S. Bloch ~ Winston & Strawn LLP
Jason Buttura ~ Senior Corporate Counsel, Open Source & Software, Cisco Systems, Inc.
Lindsey J. Canning ~ White & Case LLP
Cassidy Chivers ~ Partner, Hinshaw & Culbertson LLP
Kristina Dinerman Cooper ~ Vice-President and General Counsel, Taap Development, Inc.
Ira Jay Levy ~ Goodwin Procter LLP
Naomi Obinata ~ General Counsel, Nikon Precision
Tina Soriano ~ Associate General Counsel – IP Licensing and Technology Transactions, Rambus Inc
Lillian Stenfeldt ~ Rimon, P.C.
Bryan Thompson ~ Senior Counsel, Barnes and Thornburg
Willard K. Tom ~ Morgan, Lewis & Bockius LLP
Cydney A. Tune ~ Pillsbury Winthrop Shaw Pittman LLP
Program Attorney(s)
Kenneth Min ~ Program Attorney, 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.

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

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

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

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.

Alberta (CPD-ALBERTA):  All PLI products can fulfill Alberta’s CPD requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Dubai (CLPD-DUBAI):  PLI’s live webcasts may fulfill CLPD credit requirements.

Other Credit Types

CPE Credit (NASBA):  PLI’s live webcasts qualify as the “Group-Internet-Based” (GIB) delivery method. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

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.

American Bankers Association Professional Certification (ABA):  PLI’s live webcasts may fulfill ABA credit requirements.

Certified Financial Planners (CFP):  PLI’s live webcasts may fulfill CFP credit requirements.

 

Related Items

On-Demand  On-Demand Programs

Understanding the Intellectual Property License 2017 Dec. 14, 2017
Understanding the Intellectual Property License 2017 Nov. 14, 2017

Handbook  Course Handbook Archive

Understanding the Intellectual Property License 2018  
Understanding the Intellectual Property License 2017 Susan Progoff, Dorsey & Whitney LLP
Marcelo Halpern, Perkins Coie LLP
Joseph Yang, PatentEsque Law Group, LLP
 
Share
Email