• Update and discussion of the case, CLS Bank v. Alice Corp, and understand the issues at risk
• Learn potential outcomes of the case and how it will change the way you practice law
• Evaluate the cases’ threshold question on the definition of “patentable subject matter” and how it will impact future patent claims procedures
• Understand the connection between patens and computer related inventions to ensure compliance when applying for a patent

The America Invents Act created new PTO proceedings to challenge patents, including financial services patents, and leaves some existing avenues intact. During this presentation you will learn the following:

• Select and coordinate PTO proceedings with district court patent litigation
• Understand the practical considerations when selecting between different PTO proceedings to ensure that you chose the most appropriate one for your clients
• Identify the benefits and risks of combining PTO proceedings with defense in district court litigation to protect your clients needs

According to the FTC, patent trolls have brought the majority of the patent lawsuits in the US, filing 2,530 in 2012. It is said that the ultimate goal of the US patent system is to promote the progress of science and technology and as the role of patent trolls comes under increased scrutiny, strong views have emerged on both sides of the debate.

How do patent trolls use litigation to stifle the goals of our patent system? How would imposing regulations limit the ability of small entrepreneurial inventors from advancing with their innovative efforts and benefiting from their work in the long-term? Attend this session and hear answers to these questions and others, as the industry continues to ask.

• Identify the different types of non-practicing entities, (NPEs), to protect your client from enforceable patent claims
• Examine existing patent trolls that impact innovation on your active portfolios
• Uncover new strategies that minimize the impact of patent trolls and lower litigation cost

Since State Street, the number of patents sought and obtained for business method inventions has grown dramatically. Large and small financial service firms alike have created arsenals of patents which are at their businesses’ disposal. While in the past, most non-NPE patent litigations have involved disputes between service provider competitors, with the growth of available patents the questions is how much longer before financial service companies begin to enter into competitor patent litigations. Our panel will address issues arising when competitors contemplate or commence patent assertions in the financial service arena, including how to:

• Set realistic goals for your patent assertion and plot a course of action to meet those goals to effectively carry out the mission
• Understand the target and the benefits and risk of making a patent assertion
• Put in place the right plan to accomplish your business strategy in view of your desired goals

• How the USPTO has interpreted a “Covered Business Method”
• Nuts & bolts of a CBM trial
• Be Prepared: What to do first if your patent is challenged in CBM review

After March 16 new patent prosecution opportunities will have resulted from the enactment of the AIA. The United States has transitioned from a “first to invent” system to a “first to file” system and broadly expanded the scope of prior art that can be used to reject patent applications. The impact of these changes requires substantial internal revisions and updates. This session will provide examples to further examples of innovated prosecution strategies, including:

• Utilize first to file – non-publication requests, expedited prosecution, and secret prior art to establish your clients rights and protect their patents
• Document trade secrets to support prior use defense and potential patenting of the trade secrets to greater protect the company’s products and services
• Employ supplemental examination as a tool in the due diligence evaluation process to assess the true value of the patent portfolio

The Roundtable Discussion breakout is designed to promote targeted group discussions around the five most active areas of patents in financial services. Each roundtable is led by a moderator who will offer talking points that encourage idea and best practice exchanges.