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2013 Spring Meeting Session Handouts

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Download all Session Materials (25.5MB zip file, updated as of 04/29/2013)
 
Welcome to the 2013 AIPLA Spring Meeting session handouts page. Papers are available to all registered attendees. If a speaker has submitted material, there will be a link(s) to their bio, paper, and slides next to their name.
 
A DVD with all the submitted session materials will be sent to all registrants about 6 weeks after the conference. We will also have audio available online about 6 weeks after the meeting.
 
To access the session handouts, please Sign-In by clicking "Sign In" in the upper right corner of this web page. If you are having any trouble accessing the session handouts, please send us an email or call 703.415.0780.
 

Wednesday Session ​Handouts​


8:00 – 8:30 am OPENING PLENARY SESSION

Grand Ballroom III, Grand Level

Welcome Remarks

Q. Todd Dickinson, Executive Director, AIPLA, Arlington, VA

Program Outline and Kick-Off

Sharon A. Israel, First Vice President and 2013 Spring Meeting Officer-in-Charge, Mayer Brown LLP, Houston, TX
 

8:30 – 11:30 am CONCURRENT MORNING TRACKS

 

Track 1 The America Invents Act— One Year In

Grand Ballroom I, Grand Level
Moderator: Thomas L. Irving, Finnegan Henderson Farabow Garrettt & Dunner, LLP, Washington, DC

The Judicial Perspective

Honorable Randall R. Rader, Chief Judge, US Court of Appeals for the Federal Circuit, Washington, DC
Honorable Marilyn L. Huff, Judge, US District Court for the Southern District of CA, San Diego, CA (Paper)
 

USPTO Experience So Far and Further Rule Revisions

USPTO Representative, US Patent & Trademark Office, Alexandria, VA (invited)

 

Perspectives on Best Practices and First-Inventor-to-File

In-House (and Software)

Bart Eppenauer, Microsoft Corporation, Redmond, WA (Bio, Paper, Slides)
 

Law Firm (and Chemical, Pharma, Mechanical/Electrical, Small Inventor)

Jeff Ranck, Schwegman Lundberg Woessner, PA, San Jose, CA (Bio, Paper, Slides)
 

Track 2 Patent Litigation—International Trade Commission and Discovery

Grand Ballroom II, Grand Level
Moderator: Ephram Starr, Hach Company & Danaher Water Quality Businesses, Loveland, CO (Bio)

What’s Happening at the ITC?

ITC Litigation Strategies

Mark L. Whitaker, Baker Botts, LLP, Washington, DC (Bio, Paper, Slides)
 

Possible Legislative Initiatives and Recent Case Developments

Deanna Tanner Okun, Adduci Mastriani & Schaumberg, LLP, Washington, DC (Bio, Paper,
 Slides)
Edward Donovan, Kirkland & Ellis, LLP, Washington, DC (Bio, Paper)

Views from an ITC Judge

Honorable Robert K. Rogers, Administrative Law Judge, US International Trade Commission, Washington, DC (Paper)

Discovery (Paper for Discovery Session)

E-Discovery Rules, Recent Developments, and Practicing Entity Perspective on Cost Sharing/Shifting

Edward R. Reines, Weil Gotshal & Manges, LLP,Redwood Shores, CA (Bio, Paper (see above))

Practicing Entity Perspective on Spoliation and Cost Shifting

Marla Butler, Robins Kaplan Miller & Ciresi, LLP, New York, NY (Bio, Paper (see above), Slides)

Non-Practicing Entity Perspective on Spoliation and Other Topics

Adam Gill, IPXI Holdings, LLC, Chicago, IL (Bio, Paper (see above))

Non-Practicing Entity Perspective on Cost Shifting/Sharing, and More

Jennifer M. Rynell, Shore Chan Bragalone DePumpo, LLP, Dallas, TX (Bio, Paper (see above), Slides)

Track 3 Yo Ho Ho! Everything You Need to Know About Piracy

Fifth Avenue Room, Grand Level
Moderator: Louis T. Perry, Faegre Baker Daniels, LLP, Indianapolis, IN

 

The Impact of Counterfeit Products

Elizabeth Ann “Betty” Morgan, The Morgan Law Firm, PC, Atlanta, GA (Paper,Slides)
 

The Global Impact of Counterfeiting—A “Fake” Problem with Real Consequences

Steven M. Selna, Drinker Biddle & Reath, LLP, San Francisco, CA (Bio, Paper)
 

Protection Methods (US Customs & Border Protection; Federal Court Action – Trademark, Copyright and Unfair Competition; ITC Proceedings)

Litigating Before the International Trade Commission

Honorable Theodore R. Essex, Administrative Law Judge, US International Trade Commission, Washington, DC (Bio, Paper)
 

Protecting Your IP Rights—Where to Go When Counterfeiters Strike

Kandis C. Gibson, Foster Murphy Altman & Nickel, Washington, DC (Bio, Paper)
 

Companies on the Front Line—Taking Steps for Protecting Against, Investigating and Correcting Piracy and Counterfeiting

Addressing Risk of Counterfeit and Pirated Software in the Global Supply Chain

Anne M. Kelley, Microsoft Corporation, Redmond, WA (Paper)
 

Counterfeit Medical Devices—Protecting Health and Safety—Case Studies in China

David P. Ruschke, Medtronic CardioVascular, Santa Rosa, CA (Bio, Paper)
 

12:00 – 1:30 pm Luncheon

Grand Ballroom III, Grand Level
 
Nathan P. Myhrvold, Founder & Chief Executive Officer of Intellectual Ventures
Nathan P. Myhrvold is Founder and Chief Executive Officer of Intellectual Ventures, a patent portfolio development broker in technology and energy, which has acquired over 30,000 patents. He is former Chief Technology Officer for Microsoft and the principal author of the culinary text entitled, Modernist Cuisine.
 
 
 

 2013 AIPLA Spring Meeting Luncheon Keynote Nathan Myrhvold

 
 

2:00 – 3:30 pm CONCURRENT AFTERNOON TRACKS

 

Track 1 What’s the Damage? An Update on Patent and Trademark Damages

Grand Ballroom I, Grand Level
 
Moderator: Justin Nelson, Susman Godfrey, LLP, Seattle, WA (Bio)
 

Patent Damages—Recent Trends and Effective Litigation Strategies

Dawn Hall, FTI, New York, NY (Bio, Paper)
 

Trademark Damages—Emerging Issues Impacting Remedies and Recoveries

Robert Payne, LaRiviere Grubman & Payne, LLP, Monterey, CA (Bio, Paper)
 

Survey—Market Research to Support Damages for Patent and Trademark Infringement

Joel H. Steckel, New York University, Leonard N. Stern School of Business, New York, NY (Bio, Paper)
 

Track 2 Patent Prosecution and Copyright Protections Collide—Use of Non-Patent Literature During Patent Examination—Fair or Infringing?

Grand Ballroom II, Grand Level
Moderator: Stefan M. Mentzer, White & Case, LLP, New York, NY (Bio)

The Plaintiff’s Case: Why the Unlicensed Use of Non-Patent Literature During Patent Examination is Infringing and What Applicants Should be Doing Differently

 J. Michael Keyes, K & L Gates, Spokane, WA (Bio, Paper)
 

For the Defense: The Fair Use Argument in Support of the Unlicensed Use of Non-Patent Literature During Patent Examination and the Ethical Considerations Involved

Rex Stratton, Stratton Law & Mediation, Vashon Island, WA (Bio, Paper 1, Paper 2)

 

The Government Weighs In: The US Patent Office Position

USPTO Representative, US Patent & Trademark Office, Alexandria, VA (invited)
 

Track 3 Small Claims Patent Court: Does the US Need It?

Fifth Avenue Room, Grand Level
Moderator: Samson Helfgott, KattenMuchinRosenman, LLP, New York, NY (Slides 1, Slides 2
Slides3, Slides 4)
 

History of Small Claims Court Proceedings

Robert Greenspoon, Flachsbart & Greenspoon, LLC, Chicago, IL (Bio, Paper, Slides)
 

Recent Efforts at Small Claims Courts

Honorable Susan G. Braden, Judge, US Court of Federal Claims, Washington, DC (Paper)
 

USPTO Perspective

Bernard Knight, US Patent & Trademark Office, Alexandria, VA (invited)
 

Independent Inventor Perspective

Warren Tuttle, Monashee Marketing, LLC, New Canaan, CT (Bio, Slides)
 

Corporate Perspective

Rob Lindefjeld, Nantero, Inc.., Pittsburgh, PA (Bio)

 

3:30 – 5:30 pm COMMITTEE EDUCATIONAL SESSIONS

 

3:30 - 4:30 pm Patent Law/Emerging Technologies/Mergers and Acquisitions (Joint Meeting)

Grand Ballroom I, Grand Level
We aim to provide insight into representing a startup from establishing an Intellectual Property (IP) portfolio through funding and exit strategies. The speakers will discuss some of the unique aspects to representing start-ups including establishing patenting strategies, working with venture capitalists for financing, monetizing investments through the selling IP, handling the acquisition of the start-up, and even how to represent the start-up company when it fails.
Moderator: Sarah J. Knight, Saliwanchik Lloyd & Eisenschenk, PA, Gainesville, FL (Bio)
Sharon Barkume, Canrock Ventures, Hicksville, NY (Bio, Paper)
Keith Grzelak, Wells St. John PS, IEEE IP Professionals, Co-Chair, Spokane, WA (Bio, Paper)
Sabrina Chang, Director of Brokerage Services, Epicenter, Redwood City, CA (Bio, Paper)
 

3:30 - 5:30 pm AIPPI-US (110 Minutes of CLE requested)

Grand Ballroom II, Grand Level
 

Introduction and Overview of AIPPI-US Division

David Hill, Chair, AIPPI-US Division, Finnegan Henderson Farabow Garrett & Dunner, LLP, Washington, DC (Bio)

Presentation by AIPPI Bureau on AIPPI and Its Activities

John Bochnovic, President, AIPPI, Zurich, Switzerland (Bio)
Stephan Freischem, Secretary General, AIPPI, Zurich, Switzerland (Bio)
Thierry Calame, Reporter General, AIPPI, Zurich, Switzerland (Bio)

AIPPI Working Question Q233—“Grace Period for Patents”

Peter Schechter, AIPPI-US Q233 Team Co-Chair, Edwards Wildman Palmer, New York, NY (Bio, Slides)
 

AIPPI Working Question 234—“Relevant Public for Determining the Degree of Recognition of Famous Marks, Well-Known Marks and Marks with a Reputation”

Griff Price, AIPPI-US Q234 Team Member, Finnegan Henderson Farabow Garrett & Dunner, LLP, Washington, DC (Bio, Slides)
 

AIPPI Working Question 235—“Term of Copyright Protection”

Rudolph Hofmann, AIPPI-US Q235 Team Member, Dicke Billig Czaja, PLLC, Minneapolis, MN (Bio, Slides)
 

AIPPI Working Question 236—“Relief in IP Proceedings Other than Injunctions or Damages”

Ken Adamo, AIPPI-US Q236 Team Co-Chair, Kirkland & Ellis, LLP, Chicago, IL (Bio, Slides)
 

Corporate Practice/Diversity in IP Law/Law Practice Management (Joint Meeting)

Cascade Ballroom II, Mezzanine Level (120 minutes CLE requested)
 

Recruiting, Retention and Advancement of LGBT IP Professionals

Moderator: Kevin Jones, Out & Equal Workplace Advocates, San Francisco, CA

In-House Counsel Perspective

Horacio Gutierrez, Deputy General Counsel, Microsoft Corporation, Redmond, WA (Paper)
 

Law Firm Perspective

Kathryn J. Fritz, Managing Partner, Fenwick & West, LLP, San Francisco, CA (Paper)
 

Academia Perspective

Timothy R. Holbrook, Emory University School of Law, Atlanta, GA (Bio, Paper)

Table Discussions with Facilitators

J.D. Fugate, Microsoft Corporation, Redmond, WA (Bio)
Dave Divine, Lee & Hayes, Spokane, WA
Daniel Brownstone, Fenwick & West LLP, San Francisco, CA (Paper)
David Ruschke, Medtronic CardioVascular, Santa Rosa, CA (Bio, Paper)
Nancy Mertzel, Schoeman Updike Kaufman Stern & Ascher LLP, New York, NY
Bea Koempel-Thomas, Lee & Hayes, Spokane, WA
Rich Goldstein, Goldstein Patent Law, New York, NY
Wayne Sobon, Inventergy, Inc., Cupertino, CA

 


 Thursday Session Handouts​


9:00 am – 12:00 pm CONCURRENT MORNING TRACKS

Track 1 An Evolving Patent Claim Quagmire of Eligibility and Infringeability— Recent Developments in Patent Claim Eligibility and Joint Infringement

Grand Ballroom I, Grand Level
Moderator: Ury Fischer, Lott & Fischer, PL, Coral Gables, FL (Bio)

Eligible Claiming: The Courts Have It ______ on Section 101—Section 101 in View of the Prometheus, Myriad, and CLS Bank

Computer and Software Perspectives: The Courts Have it Right

Professor Josh Sarnoff, DePaul University College of Law, Chicago, IL (Bio, Paper, Slides)

Computer and Software Perspective: The Courts are Off Course

Robert L. Stoll, Drinker Biddle & Reath, LLP, Washington, DC (Bio, Paper, Slides)

Biotechnology/Chemical/Medical Diagnostic Perspective: The Courts Have it Right

Hans Sauer, Biotechnology Industry Organization, Washington, DC (Bio, Paper)

Biotechnology/Chemical/Medical Diagnostic Perspective: The Courts are Off Course

Suzannah Sundby, Smith Gambrell & Russell, LLP, Washington, DC (Bio, Paper)

Joint Infringement Potholes: Is My Eligible Claim Enforceable?

Why Joint Infringement Matters: A Litigator’s Perspective

Steven D. Moore, Kilpatrick Townsend & Stockton, LLP, San Francisco, CA (Bio, Paper)

Enforceable Claiming: Computer and Software Perspective

David Swenson, Farney Daniels, PC, Minneapolis, MN (Bio, Paper)

Enforceable Claiming: Biotechnology/Chemical/Medical Diagnostics Perspective

Anne Brown, Tarolli Sundheim Covell & Tummino, LLP, Cleveland, OH (Bio, Paper)

Track 2: International Issues in Trade Agreements, Competition, and Antitrust Law

Grand Ballroom II, Grand Level
Moderator: Richard S. Taffet, Bingham McCutchen, New York, NY (Bio)

Trade Agreements and New Legislation

Negotiating Trade Agreements

Stanford McCoy, Office of the US Trade Representative, Washington, DC (Bio, Paper)

What In-House Attorneys Can Do To Protect IP Rights Beyond US Borders

Roger Martin, Qualcomm, Inc., San Diego, CA (Bio, Paper)

At Last—The Coming European Unitary Patent System

Lee Chapman, JA Kemp, Oxford, United Kingdom (Bio, Paper, Slides)

Innovation Versus Regulation: Enforcing Patent Rights Globally in View of Antitrust/Competition Law

Standards

Earl Nied, Intel Corporation, Hillsboro, OR (Bio, Paper)

Licensing

Alden Abbott, BlackBerry, Washington, DC (Bio, Paper)

Pharma

Kevin D. McDonald, Jones Day, Washington, DC (Bio, Paper)

Track 3 From Smartphones to Red-Soled Shoes—Trends in Design Protection

Fifth Avenue Room, Grand Level
Moderator: Jura Zibas, Wilson Elser Moskowitz Edelman & Dicker, LLP, New York, NY (Bio)

Protecting the Look of Smartphone Apps— Design Patent, Trademark and Copyright Protection for Icons and GUIs

Tracy-Gene G. Durkin, Sterne Kessler Goldstein & Fox, PLLC, Washington, DC (Bio, Paper)

Functionality in the Design World—The Doctrine of Functionality and Its Implications in Design Protection

Richard Stockton, Banner & Witcoff, Ltd., Chicago, IL (Bio, Paper)

Remedies in the Design World—Comparative View of Remedies from Patents, Trademarks and Copyrights, and Their Application in Apple v. Samsung

Chris Carani, McAndrews Held & Malloy, Ltd., Chicago, IL (Bio, Paper)

Design Protection on a Global Scale—Now and After the Patent Law Treaties

Lance D. Reich, Lee & Hayes, PLLC, Seattle, WA (Bio, Paper)

Design Protection in Canada—The Double-Wall Perspective

Francois Guay, Smart & Biggar/Fetherstonhaugh, Ottawa, Ontario, Canada (Bio,Paper)

 

12:30 – 2:00 pm Luncheon (tickets required)

Grand Ballroom III, Grand Level
Orin C. Smith, Former CEO, Starbucks Coffee Company, Seattle, WA
Orin C. Smith was President and Chief Executive Officer of Starbucks Corporation from 2000 to 2005, and currently Chairs the Starbucks Foundation. He is a Director of Nike, Inc. and is the lead Director of the Walt Disney Company.

 

2:00 – 3:30 pm CONCURRENT AFTERNOON TRACK

 

Track 1 A Global Marketplace and a Mobile Workforce—Can a Trade Secret Possibly be Kept SECRET?

Grand Ballroom I, Grand Level
Moderator: Joshua B. Durham, Poyner Spruill, LLP, Charlotte, NC

Computer Fraud and Abuse Act

Daniel P. Westman, Morrison Foerster, LLP, McLean, VA (Bio, Paper)
Eric Goldman, Santa Clara University School of Law, High Tech Law Institute, Santa Clara, CA (Bio, Paper)

Extraterritorial Protection of Trade Secret Rights

Jay H. Reiziss, Brinks Hofer Gilson & Lione, Washington, DC (Bio, Paper)

Appropriate Steps to Safeguard Trade Secrets from a Corporate Perspective

Paik Saber, IBM Corporation, San Jose, CA (Bio, Paper)

Track 2 Learning About IP Exhaustion Without Getting Exhausted

Grand Ballroom II, Grand Level
Moderator: Robert Sloss, Oracle, Redwood Shores, CA (Bio)

Patent Exhaustion Case Law and Practice Tip

Jonathan H. Spadt, RatnerPrestia, Berwyn, PA (Bio, Paper)

Copyright Exhaustion Case Law and Practice Tips

Lynda Zadra-Symes, Knobbe Martens Olsen & Bear, Irvine, CA (Bio, Paper)

Europe Court of Justice Decision in UsedSoft v. Oracle and Its Ramifications

Ian Karet, Linklaters, LLP, London, United Kingdom (Bio, Paper, Slides)

 

Track 3 Technical Standards—How Patents Related to Standards Impact Innovation

Fifth Avenue Room, Grand Level
Moderator: Azan Khan, Intellectual Ventures, Bellevue, WA (Bio)

How Standards-Related Patents Impact Innovation Investment and R & D

Robert O’Connell, Qualcomm Inc., San Diego, CA

The Confluence of Patents and Standards— Impact and Concerns for Product Manufacturers

Robert J. Pechman, Seagate Technology, Shakopee, MN (Bio, Paper)
Jason Albert, Microsoft Corporation, Redmond, WA (Bio, Paper)

 

3:30 – 5:30 pm COMMITTEE EDUCATIONAL SESSIONS

 

Biotechnology/IP Practice in Latin America (120 Minutes of CLE Requested)

Fifth Avenue Room, Grand Level
The program will address some of the latest and most important issues affecting patent practitioners who procure and maintain patent protection on biotechnology related inventions in Latin America.  The topics to be addressed will cover (1) status of plan variety patent protection; (2) biological pharmaceuticals and biosimilars; (3) whether protection is available for diagnostics and gene patenting; and (4) any specific peculiarities in each country in obtaining and maintaining patent protection (i.e., compulsory licensing issues).
Moderator: Lynn C. Tyler, Barnes & Thornburgh, LLP, Indianapolis, IN
Ignacio Manuel Sanchez Echagüe, Marval O’Farrell & Mairal, Buenos Aires, Argentina (Bio, Paper, Slides)
Leonor Galvão de Botton, Murta Goyanes, Rio de Janeiro, Brazil (Bio, Paper, Slides)
Luis Diego Castro, Castro & Pal Asociados, San José, Costa Rica (Bio, Paper, Slides)
Eugenio Pérez Uhthoff, Gómez Vega & Uhthoff, Mexico City, Mexico (Bio, Paper, Slides)

 

IP Practice in Europe/Patent Cooperation Treaty Issues/Trademark Law (120 Minutes of CLE Requested)

Cascade Ballroom II, Mezzanine Level

Recent Developments in Trademark Law in Europe

Marie-Aimee de Dampierre, Hogan Lovells, LLP, Paris, France
Marianne Schaffner, Dechert, LLP, Paris, France

The Conditions of Non-Functionality, Novelty and Individual Character in Europe

Julien Scicluna, Cabinet Laurent & Charras, Strasbourg, France

The Unitary Patent and the Future Central Division in Paris

François Delumeau, Cabinet Beau de Loménie, Paris, France

 

Licensing and Management of IP Assets (120 Minutes of CLE Requested)

Grand Ballroom I, Grand Level
Moderator: Penny Prater, Chevron, San Ramon, CA (Bio)

In re Spansion

Pat O’Reilley, Finnegan Henderson Farabow Garrett & Dunner, LLP, Washington, DC (Bio)
Michael Lastowski, Duane Morris, LLP, New Castle, DE (Bio)
Hal Wegner, Foley & Lardner, Washington, DC

 

Trade Secret Law (60 Minutes of CLE Requested)

Cascade Ballroom IA, Mezzanine Level

The Obama Administration’s Strategy on Mitigating the Theft of US Trade Secrets—What Every US Company Needs to Know

Peter J. Toren, Weisbrod Matteis & Copley, PLLC, Washington, DC (Bio)

Panel Discussion on the Obama Administration’s Trade Secrets Initiative

Janet Craycroft, Intel, Santa Clara, CA
Seth L. Hudson, Clements Bernard, PLLC, Charlotte, NC
John F. Marsh, Hahn Loeser & Parks, LLP, Columbus, OH (Bio, Paper)
Peter J. Toren, Weisbrod Matteis & Copley, PLLC, Washington, DC (Bio)
Daniel Westman, Morrison & Foerster, LLP, McLean, VA (Bio, Paper)

 

Committee Business, Plans and Presentations for 2013 USPTO Inter Partes Patent Proceedings (90 Minutes of CLE Requested)

Grand Ballroom II, Grand Level

Patent Trial & Appeal Board (PTAB) Review Proceedings—Lessons Learned and Other Observations from Both Sides of the Bench in the New Review Proceedings

Moderator: Brad Pedersen, Chair of USPTO-IPPP Committee, Patterson Thuente, Minneapolis, MN (Bio)

Panelists:

Bruce Stoner, US Patent & Trademark Office, Alexandria, VA (invited) (Bio)
Steven Auvil, Vice-Chair of USPTO IPPP Committee, Squire Sanders (US), LLP, Cleveland, OH
Greg Gardella, Oblon Spivak, Alexandria, VA (Paper 1, Paper 2, Paper 3Slides)

 


 

Friday Session Handouts

​8:00 am – 12:00 pm CLOSING PLENARY SESSION

Grand Ballroom III, Grand Level

8:00 – 8:45 am AIPLA President’s Forum

An Update on the AIA Implementation

Honorable Michael Tierney, Lead Administrative Patent Judge, Patent Trial and Appeal Board (PTAB), United States Patent & Trademark Office, Alexandria, VA
 

8:45 – 10:45 am Mid-Year Case Law in Review

Moderator: Michelle Herman, Intellectual Ventures, Bellevue, WA (Bio)
 

Patents

Timothy R. Holbrook, Emory University School of Law, Atlanta, GA (Bio, Paper)
 

Trademarks

Mark D. Janis, Indiana University Maurer School of Law, Bloomington, IN (Bio, Paper)
 

Copyrights

Naomi Jane Gray, Harvey Siskind, LLP, San Francisco, CA (Bio, Paper)
 

Trade Secrets

John F. Marsh, Hahn Loeser & Parks, Columbus, OH (Bio, Paper)
 

11:00 am – 12:00 pm Ethics

What You Need to Know, but Do Not Know about USPTO Discipline

Cameron Weiffenbach, Miles & Stockbridge, PC, Tysons Corner, VA (Bio, Paper)
 

Oops! My Dog Ate the Claim Chart—Ethical Issues in Patent Litigation

David Gindler, Irell & Manella, LLP, Los Angeles, CA (Bio, Paper, Slides)