Practical Tips on
Intellectual Property Transactions and Management
8:45 - 8:50 a.m.
WELCOMING REMARKS
Pamela Banner Krupka, Krupka Law Group, P.C.., Los Angeles, CA. Section Chair, ABA Section of Intellectual Property Law.
8:50 - 9:00 a.m.
INTRODUCTORY REMARKS
Richard S. Gruner, Director, Center for Intellectual Property Law, The John Marshall Law School, Chicago, IL
9:00 - 10:00 a.m.
DEVELOPING CORPORATE INTELLECTUAL PROPERTY POLICIES
Developing procedures to identify and develop new intellectual property; deciding which ideas to patent and marks to register; protecting trade secrets; developing an effective IP management program.
Kara E.F. Cenar, Bell, Boyd & Lloyd LLP, Chicago, IL
Janet M. Garetto, Nixon Peabody LLP, Chicago, IL
10:00 - 11:00 a.m.
INTELLECTUAL PROPERTY DUE DILIGENCE PART I
Intellectual property ownership and maintenance; security interests in intellectual property assets; effect of bankruptcy on intellectual property rights.
Beverly A. Berneman, Querrey & Harrow, Chicago, IL
Michael J. Femal, Schwartz Cooper, Chicago, IL
11:00 - 11:15 a.m. - BREAK
11:15 a.m. - 12:15 p.m.
INTELLECTUAL PROPERTY DUE DILIGENCE PART II
Investigating patents and trademarks for inequitable conduct and fraud on the USPTO.
Julie A. Katz, Welsh & Katz, Ltd., Chicago, IL
12:15 - 1:30 p.m.
BUFFET LUNCHEON
"Birth of an Intellectual Property Marketplace"
Michael Lasinski, Managing Director, Ocean Tomo, Chicago, IL
1:45 - 2:45 p.m.
TAXATION AND INTELLECTUAL PROPERTY
Ownership and licensing of intellectual property and tax planning; strategies for minimizing taxes on royalties and IP revenue; IP issues related to tax reduction strategies.
Alexey V. Manasuev, KMPG LLP, Washington, DC
Margaret A. Dobrowitsky, Brinks Hofer Gilson & Lione, Ann Arbor, MI
2:45 - 3:45 p.m.
SECURITIES LAW AND INTELLECTUAL PROPERTY
Understanding the application of securities law (including Sarbanes-Oxley) to the intellectual property of publicly traded companies; responding to audit requests from accountants; preparation of reliance opinions regarding intellectual property assets.
Matthew A. Griffin, Pattishall, McAuliffe, Newbury, Hilliard & Geraldson LLP, Chicago, IL
David Luettgen, Foley & Lardner LLP, Milwaukee, WI
3:45 - 4:00 p.m. - BREAK
4:00 - 5:00 p.m.
TRANSACTIONAL INTELLECTUAL PROPERTY VALUATION
Methods of valuing intellectual property as a business asset; securitizations of intellectual property revenue streams; valuation of donated intellectual property.
Robert Chiang, Navigant Consulting, Chicago, IL
Gordon Green, LECG, Chicago, IL
5:00 p.m.
ADJOURN


