| Day 1: |
October 7, 2021 |
Introduction to Transactions |
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SPEAKERS:
- Joy Goudie, Independent Board Member, Daxor Corporation
- Heather Schneider, Partner, Willkie Farr & Gallagher LLP
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TOPICS:
- In-house day-in-the-life panel
- Overview of standard responsibilities
- IP and IP-related provisions, licensing and other agreements
- Overview of types of IP issues in agreements
- Negotiating postures of each party
- Choice of law/ADR arbitration and steps
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COORDINATORS:
- Joy Goudie, Independent Board Member, Daxor Corporation
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| Day 2: |
October 14, 2021 |
Patents |
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SPEAKERS:
- David Bomzer, Counsel, Cantor Colburn LLP
- Andrew Chien, Lead IP Counsel, Point of Care Business at Siemens Healthineers
- Angela Collison, Intellectual Property Manager, Canon USA
- Jenny Lee, Counsel, Fay Kaplun & Marcin LLP
- Heidi Lunasin, Special Counsel, Duane Morris LLP
- Nicole Woods, VP, Assistant General Patent Counsel, Eli Lilly and Company
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TOPICS:
- Overview of ownership, assignment, & license issues
- Control of generated IP
- Managing investments/payments
- Common agreement terms
- Unique circumstances
- Choice of law, choice of venue, & conflict resolution
- Arbitration choices
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COORDINATORS:
- David Bomzer, Counsel, Cantor Colburn LLP
- Jenny Wan Chieh Lee, Counsel, Fay Kaplun & Marcin, LLP
- Thomas Kowalski, Partner, Duane Morris LLP
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| Day 3: |
October 21, 2021 |
Data-Tech Software Agreements |
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SPEAKERS:
- David Bomzer, Counsel, Cantor Colburn LLP
- Diana Santos, Senior Attorney, IBM Corporation
- Jessica Turko, Counsel, Foley Hoag LLP
- Moderator Heather Schneider, Partner, Willkie Farr & Gallagher LLP
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TOPICS:
- IP ownership
- Scope of licenses
- Defense and enforcement
- Financial terms
- Reps and warranties
- Indemnification and insurance
- Source code escrow
- Assignment and change of control
- Terminations and bankruptcy
- Data rights and usage
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COORDINATOR:
- Heather Schneider, Partner, Willkie Farr & Gallagher LLP
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| Day 4: |
October 28, 2021 |
License Agreements - Copyright, Trademarks |
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SPEAKERS:
- Anna Erenburg, Vice President, ViacomCBS
- Rashmi S. Raj, Chief IP Counsel, Nielsen
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TOPICS:
- Fundamentals of trademark & copyright rights
- Matching the fundamentals with transaction goals
- Quality control in a trademark license
- Transfer of goodwill in a trademark assignment
- Misunderstood concept of "Work for Hire" in copyright law
- Bankruptcy-related provisions post-Mission Products
- Negotiation exercises, putting topics into practice
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COORDINATORS:
- Cheryl Wang, Associate General Counsel, Birkenstock USA LP
- Kathleen McCarthy, IP Litigation Partner, King & Spalding LLP
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| Day 5: |
November 4, 2021 |
Mergers & Acquisitions & Due Diligence |
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SPEAKERS:
- Jonathan Berschadsky, Partner, Merchant & Gould PC
- Yu-Ming Dammann, Associate General Counsel, Gilead Sciences
- Christopher Davis, Vice President and Chief IP Counsel, U.S. Bank
- Christopher Loh, Partner, Venable LLP
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TOPICS:
- Diligence Basics
- Data Room Diligence
- Non-Data Room Diligence
- Substantive IP Analysis
- Reviewing Deal Documents
- Problem Solving
- Ethics
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COORDINATORS:
- Jonathan Berschadsky, Partner, Merchant & Gould P.C.
- Christopher Loh, Partner, Venable LLP
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