Intellectual Property Senior Vice President

Tom Mataconis

#CGInsight I @InspiredbyCG

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The CG Experience CG serves the largest financial services organizations in the U.S. We bring assets to the table that accelerate mobilization and add quality to our execution.

We are a business and technology consulting firm focused exclusively on the financial services industry.

We have 18 practice areas which address all lines of financial services.

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How We See Assets CG has been focusing on generating and protecting IP and assets that differentiate us in the market and accelerate our client work.

Community Build out each practice to have subject-specific assets that show depth and breadth of expertise across all financial areas

Clients Go beyond client expectations by

accelerating ramp up of engagements, in order to decrease costs and

increase efficiency

Collateral Encourage practice and employee development by enlisting volunteers to develop and harvest

assets

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Assets by Category CG-specific IP groupings used to designate security permissions within our content platform.

66%

Built to help improve our services and our ability to deliver them more effectively and efficiently

23%

10 %

Tools & Accelerators Research & Thought Leadership Intellectual capital that is broadly distributed and can be used for external purposes

Critical IP Trade Secrets Intellectual assets that provides CG with a marketable competitive advantage

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Standard Classifications National and international methods of protection for various forms of IP.

1. Copyright │ copy·right │ Protection over the original works of authorship, including, literary, dramatic, musical and intellectual

2. Trademark │ trade·mark │ A word, name, symbol or device that is used in trade with goods to indicate the source of the goods and to distinguish them from the goods of others

3. Trade Secret │ trade·secret │ Any confidential business information which provides an enterprise a competitive edge

4. Patent │ pat·ent │ Grant of a property right to the investor, issued by the U.S. Patent and Trademark Office. A patent grants the right to exclude others from making, using, offering for sale, selling of importing invention

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Patent

Research & Thought Leadership

Tools & Accelerators

Critical IP

Trademark Copyright

Aligning Assets How national classifications align to the different CG categories.

Trade Secret

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CG’s Process for Security CG takes extensive steps to ensure security protocols are met.

Library Audits Specific Language in SOWs

Intellectual Property Logs

2 1 3

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Moving Forward Three tips to help build out the right assets to enhance your firms value.

01 Asset Harvesting

02 Asset Strategy by Practice

03 Proactive Asset Consideration in External Materials

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Carlisle & Gallagher Consulting Group, Inc. Contact Us

Carlisle & Gallagher Consulting Group, Inc. 5601 Granite Parkway, Suite 1000, Plano, TX 75024 O: 704.936.1600 | insight@cgcginc.com www.carlisleandgallagher.com | @InspiredbyCG

Tom Mataconis │ Senior Vice President E: thomas.mataconis@cgcginc.com