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IP – WHAT EVERY LAWYER & CLIENT MUST UNDERSTAND IP -101 2016 SERIES Premier date: January 28, 2016

Intellectual Property: What Ever Lawyer and Client Must Understand

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Page 1: Intellectual Property: What Ever Lawyer and Client Must Understand

IP – WHAT EVERY LAWYER & CLIENT MUST UNDERSTANDIP -101 2016 SERIES

Premier date: January 28, 2016

Page 2: Intellectual Property: What Ever Lawyer and Client Must Understand

A Financial Poise Webinar

IP 101 – 2016IP – WHAT EVERY LAWYER & CLIENT MUST

UNDERSTAND

Premier Date: JANUARY 28, 2016

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WE WOULD LIKE TO TAKE THIS OPPORTUNITY TO THANK OUR SPONSORS

© 2016 DailyDAC, LLC d/b/a/ Financial Poise® 3

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meet the facultyPANELISTS

Eric Curtin Crawford MaunuMike Pellegrino Pellegrino and AssociatesKal Shah Locke Lord LLP

MODERATOR William C. Spence SpencePC

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Practical and entertaining education for business owners and executives, accredited

investors, and their legal and financial advisors. For more information, visit

www.financialpoise.comDISCLAIMER: THE MATERIAL IN THIS PRESENTATION IS FOR INFORMATIONAL PURPOSES ONLY. IT SHOULD

NOT BE CONSIDERED LEGAL ADVICE. YOU SHOULD CONSULT WITH AN ATTORNEY TO DETERMINE WHAT MAY BE BEST FOR YOUR INDIVIDUAL NEEDS.

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about this webinarA lack of understanding concerning intellectual property may translate into lost business opportunities. Individuals and companies who do not understand the value of their intellectual property may never realize their true potential in the marketplace. This webinar provides an overview of intellectual property laws in the U.S., including what may be protected and the level of protection afforded.

Page 7: Intellectual Property: What Ever Lawyer and Client Must Understand

about this seriesThe United States’ intellectual property (IP) laws have undergone fundamental changes over the past several years, but more changes may be on the way. Clearly, IP rights foster human ingenuity, innovation, and creativity. But some complain that IP rights also enable certain individual and companies to prosper financially more than they should. So, what exactly are IP rights? And how might the affect you or your company. Join some of the leading attorneys in the World, as they discuss—in plain English for the non-expert—the basics of U.S. IP laws.

As with all Financial Poise webinars, each episode in the series is designed to be viewed independently of the other episodes, and listeners will enhance their knowledge of this area whether they attend one, some, or all of the programs.

Page 8: Intellectual Property: What Ever Lawyer and Client Must Understand

episodes in this series

EPISODE #1 IP- What Every Lawyer & Client Must Understand

1/28/2016

EPISODE #2 Nuts & Bolts of Patents 2/22/2016

EPISODE #3 Nuts & Bolts of Copyrights

3/17/2016

EPISODE #4 Nuts & Bolts of Trademarks 4/21/2016

EPISODE #5 Nuts & Bolts of Trade Secrets 5/26/2016Dates above are premier dates

All webinars also available On Demand through West LegalEd Center and Vimeo

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More About The Faculty: D

WILLIAM [email protected]

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More About The Faculty: D

ERIC [email protected]

Eric’s practice has included the preparation and prosecution of patent applications in the electronic, electromechanical, biomedical, chemical and optical technology areas, and further in the area of computer-implemented/software inventions. Eric also assists clients in the procurement of trademarks and copyrights, and with various aspects of trademark and copyright law including oppositions, cancellations, and license agreements. He maintains a robust practice in client counseling, including opinions of infringement/invalidity.Eric leads his firm’s legal education efforts, has authored multiple intellectual property articles, and serves as an expert on nationally-broadcast panels concerning patent, trademark and copyright matters. His recent article Functional Claiming Under U.S. Patent Law has been published by the International In-house Counsel Journal.

Technically, Eric has significant experience in various cross-disciplinary fields including those involving wireless communications technologies, semiconductors, medical/biological devices, thin-film transistors, solar cells, proteomics and nanotechnologies. He has worked extensively in the semiconductor design, physics and materials science fields, and in a variety of communications fields involving mobile electronics, video processing, and media content streaming.

Prior to entering the legal profession, Eric worked in engineering and research areas for the automotive and plastics industries. He is experienced in prototype modeling, failure analysis, and in the design, installation, and operation of electronic controls, robotics and communications systems.In addition to his legal and industry experience, Eric is involved with non-profit and community organizations, serving on the board of directors for two Minnesota-based non-profit organizations that promote youth athletics.

Eric has engineering and law degrees from the University of Wisconsin at Madison. He is licensed to practice law in several state and federal courts and is a registered patent attorney.

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More About The Faculty: D

MIKE [email protected]

Mike Pellegrino is the Founder and President of Pellegrino & Associates, LLC (P&A), a boutique intellectual property (IP) valuation firm. He has significant experience valuing patents and other forms of intellectual property, establishing royalty rates, and evaluating businesses. His company engagements number more than 300 for more than 200 clients, ranging from Fortune 100 companies like IBM, GE, State Farm, Liberty Mutual, American Express, and Lockheed Martin to startups. Judges, attorneys, and government entities such as the IRS and the SEC have widely accepted his work product. Courts at the state and federal level, tax jurisdictions, and arbitration panels have accepted Mike’s work for issues including bankruptcy valuations, estate tax valuations, copyright infringement claims, trade secret misappropriation claims, patent infringement claims, breach of contract claims and others. One North Carolina court stated that Mike’s work is “clearly in the mainstream of IP valuation methodologies” and that his qualifications were “outstanding.”

For more information:http://www.pellegrinoandassociates.com/about/executive-biographies/mike-pellegrino/

Page 28: Intellectual Property: What Ever Lawyer and Client Must Understand

More About The Faculty: [email protected]

KAL SHAH

Kal K. Shah is an partner in the Chicago offices of Locke Lord LLP, an international law firm with over 500 attorneys.  He represents clients in patent and trademark litigation in a variety of technical areas including life sciences, electrical and computer systems, and wireless technologies. Kal’s litigation experience and scientific training allow him to identify quickly core intellectual property issues and devise creative strategies in response. Kal also has substantial experience litigating contract and licensing disputes as well as other commercial litigation matters.

In addition, Kal assists clients in formulating and implementing successful IP strategies. This entails a variety of approaches and may include review and analysis of IP portfolios, negotiating and drafting licensing, IP target identification and evaluation, and patent prosecution.

Kal intermittently serves as an adjunct professor at Loyola University Chicago School of Law where he teaches patent litigation.

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Visit www.eisneramper.comEisnerAmper. Let's Get Down to Business®

EisnerAmper LLP is a leading full-service advisory and accounting firm, and is among the largest in the United States. We provide audit, accounting, and tax services, as well as corporate finance, internal audit and risk management, litigation services, consulting, private business services, employee

benefit plan audits, forensic accounting, and other professional advisory services to a broad range of clients across many industries. We work with high net worth individuals, family offices, closely held businesses, start-ups, middle market and Fortune 500 companies. EisnerAmper is PCAOB-registered and provides services to more than 200 public companies and to thousands of entities spanning the hedge, private equity, brokerage and insurance

space in the financial services marketplace. As companies grow we help them reach their goals every step of the way. With offices in New York (NY), New Jersey (NJ), Pennsylvania (PA), California (CA), and the Cayman Islands, and as an independent member of Allinial

Global, EisnerAmper serves clients worldwide.

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Page 34: Intellectual Property: What Ever Lawyer and Client Must Understand

About Financial Poise™ DailyDAC, LLC, d/b/a Financial Poise™ provides continuing education to business owners and executives, investors, and their respective trusted

advisors. Its websites, webinars, and books provide Plain English, sometimes entertaining, explanations about legal, financial, and other

subjects of interest to these audiences.

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The ChamberWise™ Education Consortium is a resource for Chambers of Commerce to provide its members with valuable

member benefits by offering relevant business education webinars; and generate revenue for the Chamber as well.

www.chamberwise.org

Page 36: Intellectual Property: What Ever Lawyer and Client Must Understand

Important Notes

• THE MATERIAL IN THIS PRESENTATION IS FOR GENERAL EDUCATIONAL PURPOSES ONLY.

• IT SHOULD NOT BE CONSIDERED LEGAL, INVESTMENT, FINANCIAL, OR ANY OTHER TYPE OF ADVICE ON WHICH YOU SHOULD RELY.

• YOU SHOULD CONSULT WITH AN APPROPRIATE PROFESSIONAL ADVISOR TO DETERMINE WHAT MAY BE BEST FOR YOUR INDIVIDUAL NEEDS.