Agenda* - Day 1 - January 27th, 2005

8:00 

Registration & Networking

8:30  

Patent Strategies for Maximizing ROI
• Ensuring relevancy and compatibility of IP and business strategy
• Effective methods of prioritizing IP assets
• Obtaining senior management buy-in to IP strategy

Speaker: Dan McCurdy, President & CEO, ThinkFire

9:15 

Building a Business IP Strategy
• Carrot licensing vs. stick licensing
• Best practices for cross-licensing to avoid taxation
• Risk reduction strategies
• Building an IP strategy that reflects a company’s goals and culture
• Modulating your IP strategy to fit within your overall business plan

Moderator: Brian Oliver, Intecap

Panelists: Jesse Abzug, IBM
                Kevin Luo, PhD., Senior Counsel & Former Director of Licensing, Microsoft
                L. David Sikes, Taeus
                Raymond Parker, Aventis

10:00 

Coffee & Networking Break

10:30 

Techniques for Assessing the Value of Your IP Portfolio Valuation Context
• Valuing for litigation
• Valuing for licensing
• Valuation for mergers and acquisitions Modeling Techniques
• Cost to create
• Comparative analysis
• Revenue stream modeling
• Valuing claims (Methods of Use)
• Assessing Damages

Moderator: Jonathan Low, Predictiv

Panelists: Bruce B. Bingham, ASA, Senior Managing Director, Trenwith Valuation, LLC
                Ron Laurie, Inflexion Point Strategy
                James E. Malackowski, President & CEO, I/C/M/B Ocean Tomo
                Jeff Maddox- CEO of CPA North America LLC

11:30 

Best Practices for Pricing Licensing Agreements
Insight into licensing based on expected cash flow and earnings power.

Speaker: Robert Bauer, Esq. Brown Raysman Millstein Felder & Steiner

11:50 

University IP to Enhance the Market Value of Publicly-Traded Companies

•· Managing Your IP Portfolio
• Evolution of IP Management Practices
• IP Growth Strategy for Public Companies
• IP Process Improvement
• Patent Mining
• IP Landscape Process
• Evaluation Process
• IP Strategic Objective for Public Companies
• U2B(r) In-Licensing Model

Speaker: William Porter- Chief Technology Transfer Officer, UTEK Corporation

12:15 

Luncheon & Networking

1:30 

Mitigating The Risks of Countersuits
• Knowing when and how to file suit
• Cross-licensing to competitors
• IP Holding Companies
• Building a feared patent portfolio
• Patent assertion vs. litigation

Speaker: Leonard Sorgi, Schulte Roth & Zabel

2:15 

Where Does Patent Trolling End and Legitimate Assertion Begin?
• Do patent “trolls” have a right to exist?
• Commercializers vs. Asserters
• Does independent assertion contribute to innovation or hinder it?
• What angers companies about trolls?
• Why are companies reluctant to enforce their IP rights?
• What can companies do to mitigate risk?

Moderator: Bruce Berman, Brody/Berman

Panelists: Harry Gwinnell, Cargill 
                Ron Laurie, Inflexion Point Strategy

3:00 

Coffee Break & Networking

3:30  

A View from Wall Street: Financial Analysis of IP Assets
• IP Assets: With or without a royalty stream
• Return on R&D
• Cost per patent
• Expensing
• The inherent weaknesses of “goodwill”
• GAAP Accounting
• Determining the role of IP assets in driving corporate performance

Panelists:  Michael Dolan, Managing Director, Standard & Poors Corporate Value Consulting
                 Alan Anderson, AICPA
                 Robert Horowitz, Credit Suisse First Boston

4:15  

IP Strategies – A Legal Perspective
• Using IP claims to disrupt competitors’ strategy
• The risk of shareholder litigation due to IP mismanagement
• Patent proliferation as a defensive strategy
• Significance of dedicated Federal Court
• Court orders to reserve

Speaker: Ira Levy, Goodwin Procter

5:00 

Adjournment & Cocktail Reception

*agenda subject to change