2024-07-25 2024-07-25 , online online, 4,950 € plus tax Dr. Arnaud Gasnier https://www.forum-institut.com/seminar/24101136-ip-management-in-practice/referenten/24/24_10/24101136-course-ip-management-in-practice_gasnier-arnaud.jpg IP Management in Practice

The IP Management in Practice online course was developed in cooperation with a network of experienced IP Managers, IP Directors, and Heads of IP working in various industries and from private practice. Each course day includes a mix of theory and practice. The course content has been chosen with regard to practical application in daily practice.

Topics
  • Essentials of IP Management
  • IP & Strategy. IP & Innovation
  • Patent Portfolio Management
  • FTO & Patent Clearance
  • IP & Valuation
  • IP & Licensing. IP & Litigation
  • Future of IP Management


Who should attend
Do you have the role of an IP Manager or are you acting as an IP Manager internally or for clients? Then, this course has been designed for you. This course could also be of interest for recently appointed IP managers, including those entering the IP profession in such a position, and those considering a career in IP management. Prior experience as an IP manager is not required. Prior basic knowledge of IP is recommended.
Aims and objectives
IP management is crucial in today‘s economy to foster innovation, protect intangible assets, maintain competitiveness, as well as create and capture value. It is the responsibility of the so-called "IP Manager", acting on behalf of internal or external clients, to manage these issues. The role of the IP Manager demands a special set of skills across various disciplines (legal, commercial, technical etc.). These skills are generally learned on the job.

This course provides a practical overview of knowledge, skills and tools used throughout the whole lifecycle of IP management. It has been developed in cooperation with a network of experienced IP Managers, IP Directors, and Heads of IP working in various industries and from private practice.
Your benefit

  • Attendees will be provided with up-to-date knowledge and skills and with practical tools for their practice.
  • The course helps companies and law firms further professionalise their teams in the area of IP management.
  • The principle value of the course is an accelerated intensive immersive program in this novel multidisciplinary field.
  • Learning is reinforced by workshops and practical cases done in class with group discussions for experience-sharing.

Course - IP Management in Practice

IP Management in Practice

Gain key concepts, skills and tools from experienced IP Managers

Benefits
  • Relevant course content in only 9 course days
  • 15+ experienced IP managers as speakers
  • Mixture of lectures, workshops and keynotes

Webcode 24101136

Book now

JETZT Buchen

Speakers


Everything at a glance

Appointment

15/10/-15/11/2024

15/10/-15/11/2024

Period

15 October 2024 I 17 October 2024 I 21 October 2024 I 23 October 2024 I 29 October 2024 I 30 October 2024 I 4 November 2024 I 7 November 2024 I 12 November 2024 I 15 November 2024

15 October 2024 I 17 October 2024 I 21 October 2024 I 23 October 2024 I 29 October 2024 I 30 October 2024 I 4 November 2024 I 7 November 2024 I 12 November 2024 I 15 November 2024
Venue

online

online

Fee
Your contact

Jean-Claude Alexandre Ho, LL.M.
Lawyer, Conference Manager

+49 6221 500-675
jc.alexandreho@forum-institut.de

Details

The IP Management in Practice online course was developed in cooperation with a network of experienced IP Managers, IP Directors, and Heads of IP working in various industries and from private practice. Each course day includes a mix of theory and practice. The course content has been chosen with regard to practical application in daily practice.

Topics

  • Essentials of IP Management
  • IP & Strategy. IP & Innovation
  • Patent Portfolio Management
  • FTO & Patent Clearance
  • IP & Valuation
  • IP & Licensing. IP & Litigation
  • Future of IP Management


Who should attend
Do you have the role of an IP Manager or are you acting as an IP Manager internally or for clients? Then, this course has been designed for you. This course could also be of interest for recently appointed IP managers, including those entering the IP profession in such a position, and those considering a career in IP management. Prior experience as an IP manager is not required. Prior basic knowledge of IP is recommended.

Aims and objectives

IP management is crucial in today‘s economy to foster innovation, protect intangible assets, maintain competitiveness, as well as create and capture value. It is the responsibility of the so-called "IP Manager", acting on behalf of internal or external clients, to manage these issues. The role of the IP Manager demands a special set of skills across various disciplines (legal, commercial, technical etc.). These skills are generally learned on the job.

This course provides a practical overview of knowledge, skills and tools used throughout the whole lifecycle of IP management. It has been developed in cooperation with a network of experienced IP Managers, IP Directors, and Heads of IP working in various industries and from private practice.

Your benefit

  • Attendees will be provided with up-to-date knowledge and skills and with practical tools for their practice.
  • The course helps companies and law firms further professionalise their teams in the area of IP management.
  • The principle value of the course is an accelerated intensive immersive program in this novel multidisciplinary field.
  • Learning is reinforced by workshops and practical cases done in class with group discussions for experience-sharing.

Detailed programme

15 October 2024 I 17 October 2024 I 21 October 2024 I 23 October 2024 I 29 October 2024 I 30 October 2024 I 4 November 2024 I 7 November 2024 I 12 November 2024 I 15 November 2024

Dr Arnaud Gasnier (Course coordinator; Consultant, Patentopolis BV, The Netherlands)

Introduction to the course

Nicole Marusic (Global IP Head, Sulzer, Switzerland)

IP Management for IP-intensive corporates/large companies

Martin A. Bader (Professor for Technology Management and Entrepreneurship, Ingolstadt University of Applied Sciences, Germany)

Essentials of IP Management
  • Fundamentals of Intellectual Property Management (IPM)
  • Innovation and protection to create and capture value
  • Strategic levels of managing patents
  • Processes of managing patents
  • Organizational aspects of managing patents
  • Workshop: mini-cases on IPM specifics for various industries and new technologies, e.g. pharma/chem/biotech, automotive, FMCG, automation/IT/SW

Rimma Pugatsch Shendelzon (Vice President of Intellectual Property, AMP, Israel)

IP Management for Startups (And Small-Sized Enterprises)
  • Introduction to the Unique IP Needs of Startups and SMEs
    • Overview of why IP management is critical for smaller businesses
    • Common challenges faced by startups and SMEs regarding IP
  • Cost-Effective IP Protection Strategies
    • Overview of budget-friendly ways to secure IP rights
    • Balancing cost and protection

Dr Arnaud Gasnier (Patentopolis BV, The Netherlands)

IP & Strategy
  • Fundamentals on (IP) strategy. Key business models e.g. Porter. Compare opportunistic vs. proactive models. IP strategy: why now?
  • Strategic IP thinking: generic frameworks and their limitations; introduction to a matrix-based framework. Breakout session: apply the IP matrix to industry cases
  • Different IP strategy models: defensive, offensive, open, profit, etc.
  • Strategy-planning: learn a step-by-step, data-driven approach to build an IP/innovation plan and monitor its execution. Compare with other methodologies: DIPS (based on IP Matrix) quality standards, 360° IP Strategie etc.
  • Workshop: mini-case H2 for IP portfolio realignment after new business strategy, including breakout sessions on key questions step-by-step
  • Wrap-up: most frequent challenges faced by companies

Marcella Tabeling (IP Director, Dover Imaging & Identification, Switzerland)

Reset IP Strategy after New Business Strategy

Émilie Bertaux Hegemann (IP Director, ANYbotics, Switzerland)

IP & Innovation
  • Innovation management. Models of innovations (closed, open, R&D collaborations, M&A etc.). Non-organic growth of innovation and IP portfolios
  • Identification and harvesting. Invention scouting during product development. Proactive development of new IP. Breakout session 1 on best practices for new IP development
  • Identification and harvesting (continued). How to motivate inventors and stimulate invention disclosures. Breakout session 2 on Invention Disclosure Form (template).
  • Assessment and evaluation: criteria, process and decision-making. Review committee. Breakout session 3 on invention review scoring with multiple decision outcomes (patent, secrecy, defensive publication).
  • Securing and protecting. How to advise R&D and inventors. Information of the inventor to the employee law of inventions. Review of declarations of invention. Further support to R&D to protect rights.

Jacqueline Chernys (Senior IP Counsel, Inari Agriculture NV, Belgium)

Open Innovation
  • What is "Open Innovation" (OI)?
  • Explaining the trend toward OI
  • Is there a conflict between IP protection and OI?
  • Legal and IP Checks on OI

Simone Frattasi (Head of Global IP, Maersk, Denmark)

Patent Portfolio Management
  • Patent portfolio management - Essentials: Generic workflow. Drafting guidelines. Filing strategy (where, strategies for priority filings, from national to international protection). Prosecution (generic timelines, compare procedures EP vs US vs CN vs PCT, renewal)
  • Organization - Internal processes: Classification; Assignment; Key deadlines and criteria for decision-making. Patent Committee. Reporting. Metrics. Breakout session 1: Portfolio review/Pruning
  • Organization - External processes: Working with patent agents (outsourcing architectures, agent selection, harmonization/SLA); External instructions; Assignment to outsourced agents/attorneys (incl. tool, template); renewal agencies and other suppliers. Breakout session 2: Monitoring Agents’ performance (Tracking Tool).
  • IP budget management and control: Set up IP budget. Costs involved. Agreements and schedule of fees for outsourced agents. IP costs forecasting. General cost-saving measures. Authority and budget responsibility. Breakout session 3: IP budget

Donal O'Connell (Managing Director, Chawton Innovation Services, UK)

Trade Secret Management
  • Definition of a trade secret. Statutory vs contractualWhy trade secrets became more importantBest practices with trade secret asset management
  • Insights from recent trade secret disputes

Dr. Harald von Campenhausen (German and European Patent Attorney, Head of Group IDS/CGM for Diabetes Care Patents, Roche Diabetes Care GmbH, Germany)

FTO & Patent Clearance
  • Freedom-To-Operate (FTO): What is IP risk? Process & tools around FTO/patent clearance for own products.FTO (continued): Legal framework for FTO/patent clearance, including breakout session 1
  • FTO (continued): Tools to define and analyze FTO IP searches, including breakout session 2. Options to clearing the path forward. Defensive publishing. IP clearance concept for digital technologies
  • IP risks in partnerships, including breakout session 3
  • Monitoring and revealing patent infringement (from patentee‘s view). Revealing IP infringement: analyzing competitor products incl. reverse engineering & competitor IP analysis. Strategic considerations for IP enforcement Injunctions (US vs EP)
  • Dealing with threats from Non-Producing Entities (a.k.a. "patent trolls")

Donal O'Connell (Managing Director, Chawton Innovation Services, UK)

IP Risk Management
  • Mastering IP. Examples of IP-related risks
  • IP risk management process
  • Standards related to IP risk management
  • Systems and tools to underpin IP risk management

Martin Bodi (Senior M&A Counsel, Siemens, Germany)

Patent Due Diligence (recorded)
  • Patent due diligence in acquisitions (incl. know-how and software)
  • Some Key issues: patent validity, enforceability and scope; ownership of patent
  • Best practices

Sevim Süzeroglu-Melchiors (Professor for Digital Entrepreneurship and Finance, Regensburg University of Applied Sciences, Germany)

Successful IP Valuation And Transactions - A Practical Guide
  • An overview of valuation methodologies
  • The valuation toolkit: financial statements, forecasting economic benefits, discounting and time value of money
  • Understanding the business environment
  • IP valuation examples: motivation, purpose, decision making support
  • Special considerations: early stage companies with IP
  • Dealing with IP: how to get the deal done, hurdles and pitfalls
  • Workshop - case examples will be applied using the valuation principles, methods and concepts learnt, with an emphasis on developing a holistic and managerial perspective.

Lally Rementilla (Managing Partner, IP-Backed Financing, BDC Capital)

IP-Backed Financing
  • Why IP-backed financing?
  • IP-backed financing in different countries
  • Best practices in securing IP-backed financing

Lally Rementilla (Managing Partner, IP-Backed Financing, BDC Capital)

IP-Backed Financing
  • Why IP-backed financing?
  • IP-backed financing in different countries
  • Best practices in securing IP-backed financing

Simone Frattasi (Head of Global IP, Maersk, Denmark)

Extracting Value (recorded)
  • Criteria for valuable patent/patent portfolio
  • Identifying valuable patents
  • Patent intelligence tools
  • Analyzing and confirming value of identified patents

Alfred Chaouat (Vice President Licensing, InterDigital, France)

IP & Licensing
  • Licensing or not?
  • Licensing process (pre-contract): Probe the market; Carrot vs stick licensing; Technology licensing; Patent pool, standardization
  • Licensing contract - key clauses: Definitions: parties, licensed products (incl SEP), licensed patents
  • Licensing contract - key clauses (continued): Grant of license (exclusivity, no-exclusive, cross-license, grant back); Licensing conditions (incl. royalties and its different types).
  • Licensing contract - key clauses (continued): Have-made rights, Audit; and Term, Warranties/limitations, and Indemnification
  • Workshop "Negotiation mockup": Group discussion to review the proposed changes re two clauses; Breakout sessions for team negotiations to (try to) find a good compromise; and Team Presentation and feedback.

Jeff Skinner (Executive Director, Institute of Innovation and Entrepreneurship, London Business School, UK)

IP Management for Research Organizations
  • Universities as repositories of technology and expertise.
  • How and why they (and their academics) work with businesses
  • Why they can be frustrating places to work with
  • The role of Technology transfer offices - ten things to know about them.
  • Structuring deals that work for everyone.

Dr Clemens Heusch Vice President, Head of Global Litigation and Disputes, Nokia, Germany)

IP & Litigation
  • Patent infringement (from the patentee’s view): detect - prepare - join
  • IP due diligence: generic template, infringement analysis, assessment
  • Enforcement options: overview (warning letter, C&D, seizures, etc,) and applicability
  • Litigation process - both civil and criminal actions: Acts of use; court usable; present technical facts.
  • Litigation process (continued): Litigation tactics: equivalent infringement, country specificities, and discovery.
  • Litigation process (continued): Jurisdictions specificities, including Europe vs USA, and Unified Patent Court.
  • How to take the business decisions re litigation: whether to trigger action and, if so, which jurisdiction (global, unified)?
  • How to make business decision re extent of outsourcing lawyers and quality management
  • Workshop: decision tree to support management, applied to one case at three litigation moments (1) trigger, (2) review
  • Alternative Dispute Resolution (arbitration, mediation)

Erik Alsegard

IP Insurance

Wolfgang Berres (DIN 77006 Committee Member)

IP quality standards (recorded)

Vincent Couteau (Legal Director IP/R&D, Evident, Belgium)

IP & Digitalization

Edward Bray (Senior IP Attorney, Deep Render, UK)

Generative AI for IP Managers

Dr Arnaud Gasnier (Consultant, Patentopolis BV, The Netherlands)

Change Management for IP
  • Ice-breaker case (group discussion): smokejumpers. Takeaways
  • Organizational change: what and why it happens, or not. Breakout session on external vs internal drivers behind IP change.
  • Making change sustainable. Classic models: Switch, Lewin and Kotter. Recommended change process (simpler model for IP management), applied during breakout session.

Dr. Arnaud Gasnier (Course Coordinator; Consultant, Patentopolis BV, The Netherlands)

Wrap-up, Roundtable & Final Takeaways

More Information

Format

This 9-day course focuses on the nine topics listed above. Each day is led by an experienced IP professional who is an expert in the topic of the day. Specifi c concepts, skills and tools have been identifi ed and will be discussed that day.

The morning session starts with key concepts illustrated with industry examples. Practical tools will be presented and applied to help you gain skills. During the afternoon session, you will apply the concepts, skills and tools learned during the morning session to case studies. The day ends with a keynote (30-40min) which brings a complementary view to the rest of the day.

Agenda and timetable

15 October 2024 from 10:00 to 12:00 CET
17 October 2024 from 09:00 to 17:00 CET
21 October 2024 from 09:00 to 17:00 CET
23 October 2024 from 09:00 to 17:00 CET
29 October 2024 from 09:00 to 17:00 CET
30 October 2024 from 09:00 to 17:00 CET
30 October 2024: Recording - Patent Due Diligence (from 17:00 to 18:00 CET)
4 November 2024 from 09:00 to 17:00 CET
4 November 2024: Recording - Extracting Value (from 17:00 to 18:00 CET)
7 November 2024 from 09:00 to 17:00 CET
12 November 2024 from 09:00 to 17:00 CET
15 November 2024: Recording - IP quality standards (from 08:00-09:00 CET)
15 November 2024 from 09:00 to 16:30 CET

Assessment & Certificate

Each participant can assess their learning through an online questionnaire validated by the IP experts. These questions relate to the concepts and skills of the day. You will receive feedback from us. You will receive a certifi cate if you complete this assessment, together with your participation to the full course.

On the overall score

Please note that "overall scores of all evaluations in 2023" use the German mark system where 1 is the best mark.

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Testimonials

Working for more than 20 years as a European Patent Attorney...
... I found the course particularly interesting as it goes beyond the normal patenting and prosecution mechanics. In my role as an in-house IP Counsel I am being asked to become more and more a business partner able to demonstrate value of IP to our business. This course has helped me to develop further in that direction.

Marcella Tabeling, Chief Intellectual Property Counsel

EMEA, Eaton (Switzerland)

I am not a patent attorney but...
...work as IP manager for 8 years (before I was heading a R&D centre). This course provides a great variety of very useful, practical presentations; each day has a different topic, altogether covering all aspects of IP management lifecycle. The course combines focused minilectures on theoretical foundations and handson exercises.

Dr Gisèle Baudin, Manager Intellectual Property

This course is very useful for...
...a person considering moving into an IP manager position! It is ideal to get a lot of knowledge, methods and other ready-for-use tools about IP management in a very condensed timing. It gives a good overview of what an IP manager does or should do; it will definitely help me getting started in my new responsibility as IP manager! The interaction and the discussions with the other attendees have been extremely useful to get insights into other company practices around IP management.

Nicolas Marx, Senior Project Manager

Umicore (Belgium)