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Programming

 
Registration Program   
Hotel           
CLE​      

 
Program Schedule
   
Thursday Morning
 
7:00 am – 5:00 pm 
 
Registration and CLE Information
 
7:00 am – 8:00 am
Continental Breakfast
 
8:00 am – 8:10 am 
Welcome and Overview
Roxana A. Sullivan Dennemeyer & Associates, LLC                                                                
Chicago, IL 
                                                                               
Thursday Morning
 
Pre-Filing Considerations (8:10 am – 10:35 am)
 
8:10 am – 9:10 am - Trademarks 101
 
Trademark basics and types of marks, including design marks, trade dress, sound marks, scent marks, collective marks, and certification marks; selection of marks and the spectrum of distinctiveness; creation of trademark rights in the United States via use and federal registration; trademarks and Internet domain names; trademark protection in other countries; when and how to use the TM and ® symbols; weakening or loss of trademark rights.
 
Speaker: Lars S. Smith (Bio, Paper, Slides)
Louis D. Brandeis School of Law
University of Louisville
Louisville, KY
 
 
9:10 am – 9:50 am - Developing a Filing Strategy
 
Types of trademark applications, including use based, intent to use and foreign based applications; determining the proper applicant/owner; submitting a proper drawing of the mark; identification of goods/services and relevant strategic considerations; identifying appropriate specimens of use; process and pitfalls relating to the initial filing.
 
Speaker: Monica Riva Talley (Bio, Paper, Slides)
Sterne Kessler Goldstein & Fox
Washington, DC
 
9:50 am – 10:35 am - The Application Process
 
Navigating the USPTO website; nuts and bolts of filing federal trademark applications; examination process and applicable timetables; substantive examination issues and effective responses; tips for streamlining examination and efficiency, including effective use of correspondence and teleconferences with the examining attorney.
 
Speaker: Jennifer Fraser (Bio, Paper, Slides)
Dykema Gossett PLLC
Washington, DC
 
10:35 am – 10:50 am - Break
 
 
 
 
10:50 am – 12:25 pm -
 
Conducting due dilegence 
 
10:50 am – 11:20 am - Perspectives from in-house counsel 
 
Final refusals; creating a record for appeal; requests for reconsideration; filing a notice of appeal.
 
Speaker: TBD 
 
Overview of International Trademark Basics  
 
11:20 am – 12:30 pm - Overview of International Trademark Basics
 
Strategic considerations for international trademarks; international application process including highlights of Paris Convention and Madrid Protocol; post registration issues, including maintenance and licensing; enforcement of international marks.
 
Speakers: 
Cara A. Boyle   (Paper, Slides)                                                         
Fross Zelnick Lehrman & Zissu, P.C.                       
New York, NY 
 
Jonathan Gelchinsky (Bio, Paper, Gelchinsky_Slides.ppsxGelchinsky_Slides.ppsx
Pierce Atwood, LLP
Portland, ME                                                 
 
 
12:30 pm – 1:30 pm  -  Luncheon  
 
  
Thursday Afternoon
 
 
Breakout Session 1 – Hands-on Training (1:30 pm – 2:00 pm)
 
Training Topic 1 – Participant Group A
 
Hands-on Training: Ordering trademark clearance search reports; analyzing search reports; preparing opinions.
 
Speakers: 
Brian D. Brown (Paper, Slides)
Faegre Baker Daniels, LLP
Denver, CO
 
Richard C. Gilmore (Paper, Slides)
Maschoff Brennan Laycock Gilmore Israelsen & Wright
Park City, UT
 
Lynn Jordan (Paper, Slides)
Kelly IP, LLP
Washington, DC
 
Training Topic 2 – Participant Group B
 
Hands-on Training: Responding effectively to Office Actions.
 
Speakers: 
Lisa M. Willis (Bio)
Kilpatrick Townsend & Stockton LLP
New York, NY
 
Jonathan Gelchinsky (Bio, Paper)
Pierce Atwood LLP
Portland, ME
 
 
3:05pm – 3:25 pm  -  Break
 
 
Breakout Session 2 – Hands-on Training (3:25 pm 5:00 pm)
 
Training Topic 1 – Participant Group B
 
Hands-on Training: Ordering trademark clearance search reports; analyzing search reports; preparing opinions.
 
Speakers:
Brian D. Brown
Faegre Baker Daniels, LLP
Denver, CO
 
Richard C. Gilmore
Maschoff Brennan Laycock Gilmore Israelsen & Wright
Park City, UT
 
Lynn Jordan
Kelly IP, LLP
Washington, DC

 
3:25 pm – 5:00 pm -Training Topic 2 – Participant Group A
 
Hands-on Training: Responding effectively to Office Actions.
 
Speakers:
Lisa M. Willis
Kilpatrick Townsend & Stockton LLP
New York, NY
  
Jonathan Gelchinsky
Pierce Atwood LLP
Portland, ME
 
 
5:00 pm  - Adjournment
 
 
Friday Morning – TTAB Practice & Procedure
 
 
7:00 am – 8:00 am  -  Continental Breakfast
 
8:00 am – 8:10 am  - Welcome and Overview
                                                                                
 
8:10 am – 8:30 am - Intro to TTAB Practice
 
TTAB nuts and bolts, and composition of the Board, average time for decisions, average costs, precedential decisions, electronic filing system (ESTTA & TTABVUE), and the TBMP manual of procedure.
 
Speaker: Jeremy Blackowicz 
Day Pitney LLP
Boston, MA
 
 
8:30 am – 9:00 am - Ex Parte Appeals
 
Practice rules, pleading requirements, tips for briefs, oral argument, what happens after the Board renders its decision.
 
Helen Hill Minsker  (Paper, Slides)    
Banner & Witcoff, Ltd.
Chicago, IL
 
 
9:00 am – 10:15 am - Oppositions & Cancellations
 
Grounds for filing, scope of proceedings, extensions of time to oppose, cancellation of registrations for non-use, when oral argument is beneficial, amendments to scope of registrations, ACR, and other strategies.

 
Speaker: Lindas K. McLeod
Kelly-IP, LLP
Washington, DC
 
 
10:15 am – 10:30 am  - BREAK
 
 
10:30 am – 12:00 pm - Board Practice Tips & Pitfalls
 
Lessons learned, procedural tips, and common pitfalls
 
​Speaker: Jonathan Hudis (Moderator)
Quarles & Brady, LLP
Washington, DC
 
 
12:00 pm – 1:00 pm  - Luncheon  
 
  
 Friday Afternoon – Dispute Counseling and Strategies
 
 
1:00 pm – 1:45 pm  -  Dispute Investigations
 
Private investigations, clearance searches, extensions of time to oppose, defensive application filing, examining the potential for oppositions or cancellations, multinational portfolio considerations.
 
Speaker: Joel T. Beres (Paper, Slides)  
Stites & Harbison, PLLC
Louisville, KY
 
1:45 pm – 2:45 pm - Cease and Desist Campaigns
 
Options for types of letters to send and strategies for response and social media considerations
  
Speaker: Tyson Smith (Paper) 
Pirkey Barber PLLC
Austin, TX
 
 
2:45 pm – 3:00 pm - Break
 
 
3:00 pm – 4:00 pm  - Consent & Co-existence Agreements
 
Types of agreements, considering restrictions in registration versus restrictions on use, finding co-existence through limitations on use, stylization, geographic restrictions, limitations to channels of trade, and other strategies.
 
Speaker: Allison Strickland Ricketts (Slides)
Fross Zelnick Lehrman & Zissu, P.C.ross Zelnick Lehrman & Zissu, P.C.
Alexandria, VA
 
4:00 pm – 5:00 pm  - USDC Litigation
 
Introduction to trademark litigation in United States District Court, including pre-filing considerations, claims and remedies, defenses, preliminary injunctions, and surveys.
 
Speaker: Brian Darville (Paper, Slides)
Oblon, McClelland, Maier & Neustadt, L.L.P.
Alexandria, VA
 
 
5:00 pm - Adjournment