international ip managementboehringer ingelheim international gmbh, germany didier patry france...
TRANSCRIPT
In cooperation with
† The speakers
Course Coordinator
Arnaud GasnierPatentopolis BV, The Netherlands
IP Management Experts
Romano BeitsmaTNO, The Netherlands
Peter BittnerPeter Bittner und Partner PartG,
Germany
Benoît ChevalierQuestel Consulting, France
Michael A. CorstenUnilever, The Netherlands
Ruth DonnersDSM N.V., The Netherlands
16-18 Oct, 7-9 Nov, 28-30 Nov 2018 in The Hague
Louise HarleyAdvanced Oncotherapy,
The Netherlands
Clemens HeuschHead of European Litigation,
Nokia, Germany
Gordan HylandShibumi Consulting Ltd, Ireland
Gauthier ObrechtBoehringer Ingelheim International
GmbH, Germany
Didier PatryFrance Brevets SAS, France
Mirjam E. RosAirbus Defence and Space
Netherlands B.V., The Netherlands
Paul RosenichPatentbüro Paul Rosenich AG,
Liechtenstein/Switzerland
Jeff SkinnerLondon Business School, UK
Hans StrijckersAgfa Graphics, Belgium
Philippe TheriasPHIIP Avocat, France
Barbara Veldhuis-StribosCorbion NV, The Netherlands
Nelleke VerweijPhilips Lighting B.V.,
The Netherlands
Minou WeertsNXP Semiconductors,
The Netherlands
Dorit WeikertKPMG, Germany
International IP ManagementCourse with tools designed by experienced IP managers
† The topics
† Essentials of IP management † New models for industry
† IP and strategy † IP and litigation
† IP and innovation † IP and valuation
† IP portfolio † IP and licensing
† Defensive use of IP † IP and leadership
Part 1: 16 - 18 October 2018
† Tuesday, 16 October 2018
09:00-17:00
Essentials of IP management† Definition of IP management. Link to business manage-
ment activities
† How to run IP management in a company: IP maturity
levels. Cross-industry review: pharma and ICT
† How to introduce and optimize IP processes in relation to
other functional processes (corporate strategy, innovation).
Evaluation & control. Value-based IP portfolio segmentati-
on. IP Commercialisation (licensing and litigation)
† IP function: organizational setups (centralized vs decentra-
lized). Participating divisions. Contact to executive board,
reporting, management buy-in. How to implement IP com-
pliance policies
† Profiles and tasks of IP managers
† Workshop (case of a start-up): discuss potential IP issues
as they may arise in the various phases of the start-up
17:15-18:45
Keynote: Holistic approach to IP from a
global business perspective
19:00 Joint dinner with expert
† Wednesday, 17 October 2018
09:00-17:00
IP and strategy† Strategic vs opportunistic IAM. Alignment with business.
† Portfolio mapping: IP + business/product alignment.
Review of the current IP portfolio. Analysis, portfolio review
tools
† Toolbox for IP strategy thinking: Matrix for analytical.
Cross-industry cases
† Workshop on portfolio mapping: IP + business/product
alignment; Review of the current IP portfolio; and Analysis,
portfolio review tools
† Future IP planning: How to develop strategy to support
long-term business goals, to exploit market opportunities,
and to steer innovation
17:15-18:45
Keynote: IP in open innovation
19:00 Joint dinner with expert
† Thursday, 18 October 2018
09:00-17:00
IP and innovation† Innovation management, models of innovations
(R&D collaborations, open innovations)
† Identification and harvesting. Invention scouting during
product development. Invention disclosure form (template).
How to motivate inventors; stimulate invention disclosures;
motivational & incentive compensation
† Assessment and evaluation. Review committee.
† Securing and protecting. How to advise R&D and inventors
(employee regulations; first filing requirements and country
specificities). Information of the inventor to the employee
law of inventions. Review of declarations of invention.
Accompaniment/advice to the R&D divisions to protect
rights
† Non-organic growth of innovation and IP portfolios
† Workshop: recommend a plan (short and long term) re
management of innovation and IP in support of company‘s
long-term goals
Testimonial
“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)
By: Peter Bittner European Patent Attorney,
Peter Bittner und Partner PartG, Germany
Gauthier Obrecht Director, Head of Patents,
Biotechnology, Boehringer Ingelheim International
GmbH, Germany
By: Minou Weerts Vice President IP Strategy & Counseling,
NXP Semiconductors, The Netherlands
By: Arnaud Gasnier CEO, Patentopolis BV, The Netherlands
By: Ruth Donners Venture Development Manager,
DSM N.V., The Netherlands
By: Philippe Therias Avocat and European Patent Attorney,
PHIIP Avocat, France
Part 2: 7 - 9 November 2018
† Wednesday, 7 November 2018
09:00-17:00
IP portfolio † Portfolio development: Link to Innovation generation.
Drafting: outsourcing vs insourcing. Quality management.
Filing strategy (international, costs)
† Portfolio management: Portfolio reviews and Patent
Committees. Reporting and dashboard. Metrics framework.
Analysis of IP portfolio. Pruning. Organization (internal
processes, external processes)
† Budgeting: Cost involved. Set up IP budget.
Forecast and monitoring
† Workshop
17:15-18:45
Keynote: From R&D management to
IP management – lessons learned for
improved IP portfolios
19:00 Joint dinner with expert
† Thursday, 8 November 2018
09:00-11:15
Defensive use of IP
11:30-17:00
New models for industry† Recent examples of large companies/industries e.g. in
response to technology disruption or structural changes
† Emerging principles to set up new relationships in the
supply chain and industry ecosystem
† Rethinking our current tools to design new models for
clever contracting
† IP and contracting - fundamentals and new approaches
† Workshops (1) design a new collaboration model in the in-
dustry (case study) (2) design IP clauses fit to your model
and understandable for key stakeholders (project team
members, managers…)
17:15-18:45
Keynote: Being an IP manager in
start-ups/SMEs
19:00 Joint dinner with expert
† Friday, 9 November 2018
09:00-17:00
IP and litigation† Patent infringement (from the patentee‘s view):
detect – prepare – join
† IP due diligence: Introduction to a generic template
“IP enforcement”. Infringement analysis. Validity assess-
ment. Risk assessment. The defendant’s side
† Enforcement options: overview, applicability. Warning
letter, preliminary injunctions, civil/criminal actions,
border seizure
† Litigation process: acts of use; court usable; present tech-
nical facts. Litigation tactics: burdon of proof, substantiation.
Jurisdictions specificities (USA, EU, national, EPC)
† How to take the business decisions re litigation: whether
to trigger action (building the business case), possible
settlement windows, review strategies, business impact in
case of winning. Jurisdiction (right place to sue, how many
jurisdictions)
† How to make business decision re extent of outsourcing
lawyers and quality management: inhouse capacities/
knowledge, second opinion, advantages of outsourcing
† Workshop: decision tree to support management, applied
to one case at three litigation moments (1) trigger, (2)
review, (3) settlement
† Alternative Dispute Resolution: arbitration v mediation,
different institutions, upsides and downsides of ADR. How
to manage ADR efficiently before, after or during litigation
Testimonial
“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 hands-on exercices.”
Dr Gisèle Baudin, Manager Intellectual Property (Switzerland)
By: Michael A. Corsten Patent Director, Unilever,
The Netherlands
By: Hans Strijckers IP Manager, Agfa Graphics, Belgium
By: Romano Beitsma IP Counsel, TNO, The Netherlands
By: Mirjam E. Ros Director Commercial, Contracts & Legal,
Airbus Defence and Space Netherlands B.V.,
The Netherlands
By: Louise Harley Head of IP, Advanced Oncotherapy,
The Netherlands
By: Clemens Heusch Head of European Litigation,
Nokia, Germany
Part 3: 28 - 30 November 2018
† Wednesday, 28 November 2018
09:00-17:00
IP and valuation† IP valuation – a multidisciplinary challenge
† Main valuation approaches: Market approach (royalty rate
analysis); Income approach (Cash flow and discount rate.
Profit split analysis); and Cost approach. Also: Incremental
cash flow; Relief from royalty method and Multi-period
excess earnings. When to apply which valuation approach.
† Deep dive – value driver analysis: Legal, technical & eco-
nomic criteria. Product life cycle and patent protection life
† IP valuation in transactions. Economic decision making.
Value and price. Strategic value and synergies.
† IP in taxation: transfer pricing, BEPS, fiscal incentives for
IP (e.g. patent box, innovation box, and knowledge box in
some countries in Europe)
† IP in accounting: Intangible assets in financial books;
Internally generated intangible assets; and Acquired in
business combination
† Workshop – case study method is used to apply the
valuation principles, methods and concepts learned with
the focus on training the interdisciplinary perspective
17:15-18:45
Keynote: Financing with IP
19:00 Joint dinner with expert
† Thursday, 29 November 2018
09:00-17:00
IP and licensing† IP in business development, start-ups, technology transfer.
Patent relevant transactions. Licensing. Cross-licensing
† Contract-making. Assisting in the preparation of licensing,
developmental and cooperation agreements. License
agreement template
† Negotiation. Soft skills needed for negotiating license
agreements
† Workshop on negotiation
† Other non-legal aspects
17:15-18:45
Keynote: IP management and technology
transfer
19:00 Joint dinner with expert
† Friday, 30 November 2018
09:00-15:15
IP and leadership† How to speak with top management (CEO, CFO).
How to get/retain attention/priority; how to align
interests; give vision in their perspectives. What differs
from communicating with CTO and General Counsel.
Reporting to management
† Communicate. Which information, how (dashboards)
Know basic data, facts and figures to reconnect IP to other
functions. IP viewed by financials and investors (VC, PE)
† Workshop/Tool: IP 360
† Change management applied to IP: definition, change
processes (classic models)
† Workshop (case study): re-organizing an IP function.
Impact on IP organization (staff, system)
† When or how the IP organization grows
† Other soft skills to become an IP leader
15:30-17:00
Keynote: Managing a worldwide IP team
Testimonial
“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)
By: Dorit Weikert Senior Manager, Deal Advisory |
Valuation, KPMG, Germany
By: Gordan Hyland Non-Executive Director,
Shibumi Consulting Ltd, Ireland
By: Didier Patry Chief Executive Officer,
France Brevets SAS, France
By: Jeff Skinner Executive Director, Institute of Innovation
and Entrepreneurship, London Business School, UK
By: Didier Patry Chief Executive Officer,
France Brevets SAS, France
Arnaud Gasnier CEO, Patentopolis BV, The Netherlands
By: Nelleke Verweij Manager IP Administration and
Exclusivity, Philips Lighting B.V., The Netherlands
Further information: www.forum-institut.com, webcode i2pm
† Aims and objectives
In the present and future knowledge economy, IP is crucial as
it is part of a company’s capital, an asset that can be traded
and which supports capitalizing on competitive advantages.
It is the responsibility of the IP Manager, acting on behalf of
internal or external clients, to manage these issues.
The role of the IP Manager however demands a special set of
skills. The IP Manager course was developed in cooperation
with experienced IP managers from the International Institute
for IP Management (I3PM) working in the industry and private
practice, mixed with case studies and the practical use of
tools. Each day is lead by an experienced professonal who is
a subject matter specialist. Keynotes highlight special aspects
of IP management. The skills required have been identified and
included into the agenda. Each course day includes a mix of
theory and practice. The course content has been chosen with
regard to practical application in daily practice.
† Who should participate
† In-house European Patent Attorneys or IP counsels, acting
as IP managers internally
† European Patent Attorneys from private practice acting as
IP managers for their clients
† IP professionals with the role of IP managers
† Recently appointed IP managers, including those entering
the IP profession in an IP manager position
† Those considering a career in IP management
Prior experience as an IP manager is not required. However,
attendees without prior IP knowledge/education are advised
to attend the introduction to IP webinars.
† Benefits
† 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 intensi-
ve immersive program (including lunches and dinners with
experts) in this novel multidisciplinary field.
† Learning is reinforced by workshops and practical cases
done in class with group discussions for experience-sharing.
† About I3PM
The International Institute for IP Management I3PM is an
association of IP Managers dedicated to promoting the field
of IP Management, and thereby fostering the emergence of
a dynamic IP-driven economy. I3PM gathers managers from
diverse international corporations and organisations, forming
a unique experience pool in the management and realisation
of value from immaterial assets. With its contacts in industry
and academia, I3PM actively supports the development and
spreading of knowledge, as well as best practices in the field
of IP management.
† Knowledge and skill assessment
(optional)
Each attendee may take online questionnaires to test know-
ledge gained during the program after each day. Assessment
is based on knowledge and skills. The questionnaire (approx.
100 questions) has been constructed by the panel of speakers
(experienced IP managers) and inspired by market experts
(IP recruiters). For each day/module, 6-12 questions in the
form of multiple choice and open questions need to be filled in
online after the session.
† Market experts
† Introductory webinars to IP
(optional)
Three webinars are offered before the start of the course.
Each webinar is a mini-session online (2h) with a live speaker
and pre/post reading materials, including Q&A session. These
webinars are optional yet recommended for attendees without
IP background.
Webinar 1: Overview of IP† Main patentability criteria: patentable inventions and
exceptions, novelty and inventive step
† Alternative to patent protection:
† Utility models, “short term patents”
† Trade secret and know-how
† Contractual arrangements; Trademarks;
Design protection rights; Copyright
Webinar 2: Focus on patents† Filing process: Preparation of patent applications; Drafting
process, including overview of patent claim structures
† Patent prosecution: Registration proceedings before EPO
and USPTO, and under the PCT; Accelerated proceedings;
and Tactics on divisional, continuation, continuation in part
Webinar 3: Patent intelligence† Patent databases; Search strategy; IP landscapes
Cases; Other basic IP tools
By: Paul Rosenich European Patent Attorney,
European Trademark and Design Attorney,
Patentbüro Paul Rosenich AG, Liechtenstein/Switzerland
By: Barbara Veldhuis-Stribos Director IP, Corbion NV,
The Netherlands
By: Benoit Chevalier Director and IP Practice Leader,
Questel Consulting, France
International IP Management
Registration under
Fax +49 6221 500-555
† Registration Form
Yes, I will attend the practical course
International IP Management
Optional:
Introductory webinars to IP
Optional:
Knowledge and skill assessment
Name
Position/Department
Company
Street
Postal Code/City/Country
Tel. No.
Contact person at office
Date, Signature
† How to register
† Registration: +49 6221 500-500
† Course no. 18 10 180
† Internet:
www.forum-institut.com
† Date/Schedule:
Part 1: 16 - 18 October 2018
Tuesday: 09:00 – 18:45 / 19:00 Dinner
Wednesday: 09:00 – 18:45 / 19:00 Dinner
Thursday: 09:00 – 17:00
Part 2: 7 - 9 November 2018
Wednesday: 09:00 – 18:45 / 19:00 Dinner
Thursday: 09:00 – 18:45 / 19:00 Dinner
Friday: 09:00 – 17:00
Part 3: 28 - 30 November 2018
Wednesday: 09:00 – 18:45 / 19:00 Dinner
Thursday: 09:00 – 18:45 / 19:00 Dinner
Friday: 09:00 – 17:00
† Venue:
The Hague
Hampshire Hotel – Babylon
Bezuidenhoutseweg 53
NL 2594 Den Haag
Tel.: +31 70 381 4901
www.hampshirehotelbabylondenhaag.com/
† Fee:
€ 4,500 (+ 21% VAT) – International IP Management:
includes course documentation as well as coffee breaks,
lunch and dinner.
€ 500 (+ 21% VAT) – Introductory webinars to IP (optional)
€ 500 (+ 21% VAT) – Knowledge and skill assessment (optional)
Invoice and confirmation will be forwarded to you.
† Hotel accommodation:
Rooms at a discounted rate have been reserved at the hotel.
All bookings should be made directly with the hotel quoting
FORUM Institut and the reference DBA-GF6136.
† Cancellation Policy
Our general terms and conditions (as of 1 January 2016) apply and are
available upon request. We can send them to you at any time. Alterna-
tively, you can access them online at www.forum-institut.com/t&c
† Any further questions?
I am gladly at your disposal should you have
any further questions about the course.
Jean-Claude Alexandre Ho, LL.M.Conference Manager IP
Tel. +49 6221 500-675
FORUM · Institut für Management GmbH · POB 105060 · 69040 Heidelberg · Germany
Tel. +49 6221 500-500 · Fax +49 6221 500-555 · www.forum-institut.com
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