7:00 am

Hosted By:

8:00 am
Kevin J. Culligan
Kevin J. Culligan
Shareholder
Maynard, Cooper, & Gale

8:10 am
  • Understand the rise in open source development
    • Examine the evolution of IP licensing and “sharing models” to support Open Source Software (OSS) usage
    • Identify tools to address developer concerns with IP risk and compliance
  • Discuss tech innovation in the financial services industry
    • Explore the intersection of IP and AI
    • Determine available programs to prevent IP risks
  • Look ahead to what’s next for IP, open source, AI, and data sharing for financial services

Moderator:

Tim Molino
Tim Molino
Consultant
Peck, Madigan, Jones

Panelists:

Erich Andersen
Erich Andersen
Corporate Vice President and Chief IP Counsel
Microsoft

Izu Emeagwali
Izu Emeagwali
Vice President and Assistant General Counsel
J.P. Morgan

Rob Glance
Rob Glance
Senior Vice President and Managing Counsel
Wells Fargo

9:00 am
  • Understand the evolution of blockchain technology
    • Beyond bitcoin: Explore stablecoins, security tokens, and fiat-backed digital currency
    • Determine scalability solutions such as sharding and Blockchain as a Service (BaaS)
  • Discuss best practices to attain blockchain technology patents
    • Gain strategies to avoid § 101 rejections
    • Examine pending and issued patents
  • Review legal considerations to apply blockchain technology in financial services
    • Address security, Know Your Customer (KYC), and privacy challenges for public (non-permissioned) blockchain
    • Learn about regulatory considerations for tokenized assets

Moderator:

Leslie Spencer
Leslie Spencer
Partner
Ropes & Gray LLP

Panelists:

Marta Belcher
Marta Belcher
Attorney, blockchain and Emerging Companies Ropes & Gray

Melissa Fisher
Melissa Fisher
Executive Director and Associate General Counsel
DTCC

Joe McNamara
Joe McNamara
Intellectual Property Counsel
Nasdaq, Inc.

10:20 am
  • Develop a strategic plan to respond to cybersecurity threats
    • What measures should in-house counsel take to prevent cyber attacks?
  • Discuss the importance of leadership involvement
    • What role should management play to develop a corporate strategy around cybersecurity?
  • Review cybersecurity laws: Anticipate and prepare for regulatory updates
    • How will new cyber and privacy laws affect intellectual property?
David Cunningham
David Cunningham
Assistant General Counsel
The Hartford Financial Services Group

Rodger Sadler
Rodger Sadler
Senior Counsel, Global IP Center of Excellence
Bank of Montreal(BMO Financial Group)

Moderator:

Jennifer DeTrani
Jennifer DeTrani
General Counsel and Executive Vice President
Nisos

11:10 am
  • Analyze data available from the USPTO
    • Review office actions and allowance time by an Examiner
    • Compare patent examiners across art groups
  • Discuss how in-house counsel utilizes the USPTO data to
    • Set budgets
    • Manage timelines
    • Review outside counsel
  • Improve relationships with USPTO
    • Identify problematic examiners
    • Consider SPE involvement
Bill Kramer
Bill Kramer
Deputy Chair, Patent Litigation and Counseling
Loeb & Loeb

12:00 pm
1:00 pm
  • Hear perspectives from District Court Judges: Learn about top issues this year
  • Understand the inner-workings of the Courts
  • Discuss the rationale behind recent decisions
  • Examine the impact of the new guidance at the District Courts

Moderator:

Scott Bornstein
Scott Bornstein
Co-Chair, Global Intellectual Property & Technology Practice and Co-Chair, Global Patent Litigation Group
Greenberg Traurig

Panelists:

Joy Flowers Conti
Hon. Joy Flowers Conti
U.S. Senior District Judge
United States District Court, Western District of Pennsylvania

Hon. John C. Lifland (Ret.)
Hon. John C. Lifland (Ret.)
Retired U.S. District Court Judge; District Court of New Jersey
ADR Neutral, Mediator, and Arbitrator; JAMS

1:50 pm
  • Hear directly from in-house counsel on effective strategies to run a patent program
  • Develop a realistic and actionable patent strategy
    • Frequently monitor the portfolio to determine patent strength: Determine which patents to keep and which to abandon
  • Assess the role of review committees to improve the patent development process
  • Establish synergy between the software development and legal teams

Moderator:

Stephen Schreiner
Stephen Schreiner
Partner
Goodwin Procter LLP

Panelists:

Timothy Bedard
Timothy Bedard
Vice President and Chief Patent Counsel
Visa

Rouz Tabaddor
Rouz Tabaddor
Executive, Deputy General Counsel
CoreLogic

2:40 pm
  • Understand the importance of inter-departmental collaboration to promote innovation
  • View technology as an asset to your organization
    • Know when to buy and sell technology
  • Analyze the role of incentives to generate ideas
    • Gain strategies to incentivize individuals with a limited budget
  • Examine the in-house counsel’s role to evolve the IP ecosystem
Tanguy de Carbonnieres
Tanguy de Carbonnieres
Deputy General Counsel and Managing Director
Fannie Mae

Jeff Glaser
Jeff Glaser
Vice President and Senior Counsel
Wells Fargo

3:30 pm