IP Due Diligence
Our speakers will show you strategies for an IP Due Diligence. You will learn how an IP Due Diligence can be conducted efficiently. You will be able to test your Patent Due Diligence skills by the means of practical exercises under the guidance of the speakers.
Topics
- Key issues in an IP due diligence
- Process, milestones and strategies
- Evaluating an IP due diligence: due diligence reports, typical risks, how to minimise the risks
- IP provisions in acquisition contracts
- Dos and don'ts in an IP due diligence
- Best practices from the perspective of an industrial corporation
Aims and objectives
Acquisitions and divestments of businesses normally involve an IP due diligence. Those participating in an IP due diligence need to know what has to be done from the first contact to the integration of the target. Our speakers will discuss strategies for an IP due diligence and how you can evaluate them. You will learn how an IP due diligence can be conducted efficiently as well as the IP provisions you need to pay attention to in acquisition contracts. Benefit from the experiences of a leading industry corporation and take away best practice examples for conducting an IP due diligence!Who should attend
Do you work in a corporate IP/patent/legal department or as a patent attorney/attorney-at-law in private practice and need to know how to deal with an IP due diligence? Then this course is designed for you. Know-ledge of IP law is required.
Your speakers
Your speakers
Martin Bodi
Diplom-Ingenieur, Patentanwalt, European Patent Attorney, Senior M&A Counsel, Siemens AG, Munich (Germany)
Barbara Reilly
Senior Legal Counsel, Siemens AG, München
Detailed programme
28 March 2019 in MunichProgramme
IP (patents, know how and software) due diligence in acquisitions
Key issues in an IP due diligence
- Patent validity, enforceability and scope; ownership; freedom to operate; (threatened) litigation
- Software ownership; valid licensing-in; exclusive licensing-out; Open Source Software topics
- Trade secrets (protective measures)
- Trademark issues (overview)
Case study 1
Process, milestones and strategies in an IP due diligence
- Data request questionnaire; Responses and data room disclosure
- IP expert session
- Contract negotiations
- Signing; closing, integration
IP provisions in acquisition contracts
- Asset deal vs. share deal
- Definitions
- Reps and Warranties/Disclosures
Case study 2
Evaluating an IP due diligence:
from the due diligence to the decision to purchase
- Purpose and content of due diligence reports
- Typical IP risks and mitigation measures
- Know-how protection and non-disclosure agreements
- Disclaimers
Best practices
- Typical problems in an IP due diligence
- Dos and don'ts in an IP due diligence
Martin Bodi
https://www.forum-institut.com/seminar/1903184-ip-due-diligence/referenten/19/19_03/1903184-Course--IP-Due-Dilligence_Bodi.jpg
Your speakers
Martin Bodi
Diplom-Ingenieur, Patentanwalt, European Patent Attorney, Senior M&A Counsel, Siemens AG, Munich (Germany)
M&A Counsel in the patent department of Siemens AG since 2011. In this function he conducts international Patent Due Diligence processes and counsels the Siemens business divisions Geschäftsbereiche with regard to international acquisitions of smaller and larger companies and with regard to Joint Venture projects. As Head of Patents and Standards Martin Bodi provides advice on patent relevant subjects in the sphere of technical standardisation.
M&A Counsel in the patent department of Siemens AG since 2011. In this function he conducts international Patent Due Diligence processes and counsels the Siemens business divisions Geschäftsbereiche with regard to international acquisitions of smaller and larger companies and with regard to Joint Venture projects. As Head of Patents and Standards Martin Bodi provides advice on patent relevant subjects in the sphere of technical standardisation.
Barbara Reilly
Senior Legal Counsel, Siemens AG, München
Barbara Reilly has been working at Siemens Legal in Munich as Senior Legal Counsel since December of 2000. She co-heads Siemens' global Technology Practice Group with about 200 members from Siemens' legal and patent departments. She is specialized in the area of IP- und IT-law, including IP and IT issues in M&A transactions, international R&D arrangements and software topics, such as Open Source Software. She received her J.D. from Georgetown University Law Center in Washington DC. Before joining Siemens, she worked in the legal departments of Schering AG and Krone AG in Berlin.
Barbara Reilly has been working at Siemens Legal in Munich as Senior Legal Counsel since December of 2000. She co-heads Siemens' global Technology Practice Group with about 200 members from Siemens' legal and patent departments. She is specialized in the area of IP- und IT-law, including IP and IT issues in M&A transactions, international R&D arrangements and software topics, such as Open Source Software. She received her J.D. from Georgetown University Law Center in Washington DC. Before joining Siemens, she worked in the legal departments of Schering AG and Krone AG in Berlin.
1.120,- € plus tax
The fee includes course documentation (incl. free download) as well as mid-session refreshments, lunch and certificate. Invoice and confirmation will be forwarded to you.
The Westin Grand
Arabella Str. 681925 München
Phone: +49 89 9264-0
Fax: +49 89 9264-8699
Email: grandmuenchen@westin.com
Hotel-Website
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New course date: 27 March 2019 instead of 28 March 2019
Please note that after printing of a first version of the course brochure the course date needed to be moved up because of conflicting schedules. We apologize for any inconvenience.
"I got a deeper insight into IP and some very good tools to handle IP due diligence going forward. What I liked most about this event: the little group, the exercices."
Alk Abello A/S, Hoersholm (Denmark)
14.03.2018
"The course has met my expectations. What I liked most about this event: very good to have time for exercices."
Marel Townsend Further Processing B.V., Boxmeer (The Netherlands)
14.03.2018
"The course has met my expectations."
Ipsilon IP, Bourg-la-Reine (France)
14.03.2018
"The course has met my expectations. What I liked most about this event: the practical training."
Botti & Ferrari S.r.L., Milano (Italy)
14.03.2018
"The course has met my expectations. I liked most the subject matter."
Rolls-Royce plc, Derby (United Kingdom)
14.03.2018
"What I liked most about this event: I think it has somewhat changed my focus on what is important."
LEO Pharma A/S, Ballerup (Denmark)
"I liked the workshop and the event format."
"Good Content and professional performance."
"Helpful and relevant practical examples and fast cases."
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