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

8:10 am
Andrei Iancu
Andrei Iancu
Under Secretary of Commerce for Intellectual Property and Director
USPTO

9:00 am
Tariq Hafiz
Tariq Hafiz
Group Director, Technology Center 3600
USPTO

9:30 am
  • Discuss implications of the new guidance on patent eligibility
  • Examine how the new guidelines will affect the patent market
  • Gain patent prosecution strategies to comply with the new guidance
  • Update patent portfolios to align with the new guidelines
Erika Harmon Arner
Erika Harmon Arner
Partner
Finnegan, Henderson, Farabow, Garrett & Dunner

Jeffrey Berkowitz
Jeffrey Berkowitz
Partner
Finnegan, Henderson, Farabow, Garrett & Dunner

10:50 am
  • Explore the latest developments in patent eligibility case law at the Courts with respect to Alice and Mayo
  • Learn how patent examiners and the PTAB apply the new guidelines in Ex Parte prosecution, PGR, and CBM proceedings
  • Hear updates on patent eligibility reform
Brandon Bludau
Brandon Bludau
Senior Manager, Patent Counsel
Capital One

David Easwaran
Senior IP Counsel
Wells Fargo

Moderator:

Charley Macedo
Charley Macedo
Partner
Amster, Rothstein & Ebenstein

11:40 am
  • Discuss currently pending cases before the Supreme Court and Federal Circuit that could significantly impact IP law and practice
  • Gain insight on hot topics in IP law including the scope of available damages and developments on standards-essential patents
  • Identify trends to follow in 2019 and 2020
12:30 pm
1:30 pm
  • Learn how to efficiently file AI patent applications
  • Examine patent eligibility for AI technology
  • Address patentability issues
    • Individual vs. machine: If AI technology creates new algorithms, who owns the invention?
    • Discuss data licensing rights
Larry Bromberg
Larry Bromberg
Executive Director, IP Counsel
Morgan Stanley

Maxine Graham
Maxine Graham
Vice President and Chief IP Counsel
American Express

Elizabeth Lester
Elizabeth Lester
Assistant General Counsel, IP
Equifax

Moderator:

Jon Gordon
Jon Gordon
Partner
Haug Partners

2:20 pm
  • Analyze the emergence of FinTech
    • Determine how FinTech companies affect the financial services industry
  • Discuss the influence of FinTech on software patents
  • Develop an action plan to strategically collaborate with FinTech companies and third party vendors
    • Address legal issues
  • Identify the current trends and gain insight on patent eligibility for payment technology
Colm J. Dobbyn
Colm J. Dobbyn
General Counsel, IP
Mastercard

Ziad Katul
Ziad Katul
Senior Counsel
Bank of Montreal

Moderator:

Brad Lawrence
Brad Lawrence
Partner
Cantor Colburn, LLP

3:40 pm
  • Discuss changes to the rules governing motions to amend at the PTAB
    • How is the PTAB likely to address claim amendments?
    • How will changes to amendment procedures affect parallel litigation?
  • Examine how third party agreements and relationships can preclude PTAB challenges, and
    • Review developing Federal Circuit jurisprudence that holds petitioners accountable for carrying the burden of identifying real parties in interest
    • Discuss prospects of discovery and learn how to proactively mitigate risks
  • Gain insight on the PTAB’s evolving perspective on 101 challenges
  • Prepare for CBM sunset in 2020
    • Will the Sunset negatively impact the financial services industry?
    • Is PGR a sufficient substitute, given eligibility limitations?
Matthew Kelly
Matthew Kelly
Managing Director, Chief Intellectual Property Counsel
CME Group

Steve Klocinski
Steve Klocinski
Assistant General Counsel, IP
Mastercard

Jordan Newmark
Jordan Newmark
Litigation Counsel and IP Counsel
Miami International Holdings

Dan Pirolo
Dan Pirolo
Senior Vice President and Senior Counsel, Technology and Intellectual Property
Synchrony

Karl Renner
Karl Renner
Partner
Fish & Richardson

Moderator:

Michael Zoppo
Michael Zoppo
Principal
Fish & Richardson

4:30 pm
A: Convert Innovation into Revenue Generators
Jeffrey G. Glaser
Jeffrey G. Glaser
Vice President and Senior Counsel
Wells Fargo

B: Apply Machine Learning in the Financial Services Sector
Tanguy de Carbonnieres
Tanguy de Carbonnieres
Deputy General Counsel and Managing Director
Fannie Mae

Barry Schindler
Barry Schindler
Chair, Global Patent Prosecution Group
Greenberg Traurig

C: Gain Strategies to Efficiently Approach Co-Innovation and Joint Development Agreements
Elizabeth Lester
Elizabeth Lester
Assistant General Counsel, IP
Equifax