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2015 Annual Meeting Session Materials

Welcome to the 2015 AIPLA Annual Meeting session materials 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.

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Download all Session Materials (68 MB - last updated 10/21/2015 at around 7am EST)




Thursday Session Materials, October 22, 2015

8:00 – 9:00 am Opening Plenary Session

Welcome Remarks and Committee of the Year Announcement

    Moderator: Michelle K. Lee, Director. US Patent & Tradmark Office, Alexandria, VA
 USPTO Director Lee and AIPLA Executive Director Lisa Jorgenson will discuss upcoming USPTO Initatives
9:00 am – 12:00 pm Thursday Concurrent Morning Tracks 

T1 :Patent Prosecution Dos and Don'ts-Everything You Wan  nted to Know About the AlA

               Moderator: Brian Stanton, Stanton Consulting Services, Alachua, FL Stanton_Bio.pdf

   The Broad Versus Narrow Debate Over the First-to-Disclose Period 

            Ann Mueting, Mueting, Raasch & Gebhardt. PA, Minneapolis, MN Mueting_Bio.pdf

   PTAB Practice? Tips and Tricks for Bolstering Patents Against the New Review Proceedings

            Brad Pedersen, Patterson Thuente Pedersen. PA Minneapolis. MNPedersen_Bio.pdf
           Pedersen_group paper.pdf

   A New Glossary for Patent Attorneys-Language Change  Brought About by Al

           Greg Allen, 3M Innovative Properties Company, St. Paul. MN Allen_Bio.pdf

   Harmonization and the Way Forward-to the America Invents Act and Beyond

              Alan Kasper, Sughrue Mion, PLLC, Washington, DC Kasper_Bio.pdf 
Break 10:15 am- 10:45 am

 Putting the FUN in FUNctional: The Status of Functional Claiming and Effects of Nautilus Re: Indefiniteness

              Bryan K. Wheelock, Harness, Dickey & Pierce,  Clayton, MO.Wheelock_bio.pdf 

 Ethical Representation of Every Client: Paying or Pro Bono

             Mark Privratsky, Lindquist & Vennum LLP, Minneapolis, MN Privratsky_Bio.pdf 
              Jennifer McDowell (invited), Deputy Director, US Patent & Trademark Office, Alexandria, VA

 T2: Patent Litigation

          Moderator: Brent Hawkins, McDermott Will & Emery, LLP, Chtcago, IL



Induced Infringement: A Legal Review Including Suprema, Inc. v lTC and Cisco Systems v. Commil USA cases

           Tanuja Garde, BASF Corporation. Florham Park, NJ

The Evolution and Implications of §112(6) Jurisprudence at the Federal Circuit

           Heidi Martinez, Xerox Corporation,  Rochester, NY Martinez_bio.pdf  MARTINEZ_paper.pdf

Claim Construction Post -Teva: Has Anything Actually Changed?

          Scott Pivnick, Alston & Bird, Washington, DC PIVNICK_BIO.PDF  Pivnick_Paper.pdf
 Break 10:15 am- 10:45 am

Practice Tips, Including:

  •  Initial Case Management Conference
  •  Initial Disclosures• Determination of Proportionality-Early disclosure of  estimate of valuation of the  case
  •  Claim Construction
  •  Handling of Summary Judgments  
         Moderator: Andrea Jefferies, Wilmer Hale, Los Angeles, CA Jeffries_BIO.pdf
         Patrick Arenz. Robins Kaplan, LLP. Minneapolis. MN ARENZ_BIO.pdf 
         Hon. Hildy Bowbeer (invited). Magistrate Judge, District of Minnesota,  St. Paul, MN
         Monte Cooper, Orrick Herrington & Sutcliffe, Menlo Park, CA Cooper_BIO.pdf
         Hon. Faith S. Hochberg (ret). US District Judge for the Dtstnct of New Jersey, Newark, NJ
         Hon. John Koeltl (invited), US District Judge for the District of Southern NY United States Courthouse, New York, NY KOELTL_BIO.pdf

 T3:Trademark/Copyright-Welcome to a New World


         Moderator: Kirk A. Damman, Lewis Rice & Fingersh, LC, St Louis, MO Damman_bio.pdf 

Users and Abusers- Features of Winning and Losing Strategies to Balance Public Interest with Respect for 3D IP Rights

         Paul Banwatt, Matter and Form Inc., Toronto, Ontario, Canada Banwatt_Bio.pdf

What Type of IP Do I Need? How to Figure Out How Best toProtect 3D Creations

        Martin Schwimmer, Leason Ellis LLP. White Plains. NY 
 Break 10:15 am- 10:45 am

Soft IP for the Nonprofit Startup-Counseling New Not-for-Profit Organizations About Protecting Their Trademarks and Copyright Assets and A voiding Problems With Offshoots and Local Affiliates

       Allison Strickland Ricketts. Fross Zelnick Lehrman & Zissu, PC, Alexandria,VARICKETTS_paper.pdf

Copyright Protection for AP/s-Google v. Oracle Cert Denied:Now What? A Review of the Details From Both Sides of theTable and an Assessment of Fair Use in Software Platforms and the Importance of Exceptions to Copyright Law

     Jonathan Band, poltcybandwidth, Washington, DCBand_bio.pdf Band_paper.pdf

Oracle v: Google: The Copyright Law of Software Platforms, lncentives for lnnovation, and Future Litigation Strategies

      Andrew Gass, Latham & Watkins, LLP, San Francisco, CAGass_Bio.pdf GASS_PAPER.pdf

 12:30-2:00 pm Lunch Reception

   Featuring: The Honorable Alan D. Lourie,Circuit Judge, US Court of
   Appeals for the FederalCircuit. Washington, DC
2:00 – 3:30 pm Thursday Concurrent Afternoon Tracks

T1: The Evolving Landscape of PT AB Proceedings

        Moderator: Thomas Meloro, Willkie Farr & Gallagher LLP,  New York, NY Meloro_bio.pdf

The Evolving Litigation Landscape: The Impact of PTAB  Proceedings on the Litigation Environment

        Jeffrey P. Kushan, Sidley Austin LLP, Washington, DC Kushan_bio.pdf Kushan_paper 1.pdf   

 The Evolving USPTO Rules: Best Practices Under the Rules and Procedures for PTAB Proceedings

       Terry Stanek Rea, Crowell & Moring LLP, Washington, DC Rea_Bio.pdf Rea_paper.pdf

The Evolving Appellate Landscape: The Impact of Federal Circuit Rulings on PTAB Proceedings

        W. Karl Renner, Fish & Richardson PC, Washington. DC Renner_ Bio.pdf  Renner_paper 1.pdf

T2: Trademark- TTAB Live: Attend a Live TTAB Oral Argument or Hear a Panel of TTAB Judges Discuss TTB Practice and Procedures


T3: Corporate-In or Out?-Issues Related to Outsourcing Legal Services

          Morator: Arlene Neal, Neal Blibo, LLC, Washington, DC NEAL_BIO.pdf

Worth it or Not Worth it? Metrics Measuring the Efficiencyof Outsourcing Legal Services

         Randi Karpinia, Motorola Solutions, Hypoluxo, FL (Bio, Paper, Slides)

Local or Not Local? Benefits and Risks of Outsourcing Costs: Issues Faced by a Global Company

        Jessica Ergmann, Drager, Andover, MA (Bio, Paper, Slides)

Do or Don't?

       Nancy Klembus, Nielsen IP Law, LLC, Houston, TX (Bio, Paper, Slides)
3:30 - 5:30 pm  Committee Educational Sessions

C1:Biotechnology/International Trade Commission

        Moderators: Vicki G. Norton, Duane Morris, LLC.San Diego, CA
         Kwame N. Mensah, Medimmune,Gaithersburg, MD Mensah_bio.pdf

Whether to Pursue Enforcement of Soteria Bioscience's Patents Before the lTC

       Brian B. Koo, US International Trade Commission. Washington. DC
       Maximilienne Giannelli, Finnegan Henderson Farabow Garrett & Dunner, LLP, Washington, DC (Paper)
      Daniel E. Yonan. Steme Kessler Goldstein & Fox, Washington. DC Yonan_Bio.pdf

Whether to Pursue Enforcement of Soteria Bioscience's Patents in District Court

      Patrice Jean, Hughes Hubbard & Reed, LLP. New York, NY

Preparing for PTAB Challenges to Soteria's Pre-A/A and Post AlA Patents

      Herbert D. Hart Ill,  McAndrews Held & Malloy, Chicago, fL

 C2 :Emerging Technologies/ Trade Secret


The Information Security Breach: Corporate Legal Considerations Before, During and After


Board of Director Oversight, Security Breach Detection and Response, Working with Law Enforcement Agencies, and Information Sharing

       Mark Schildkraut, Worldwide Cybersecurity Counsel. 80,Franklm Lakes. NJ Schildkraut_bio.pdf

Corporate Standard Of Care, Working With Regulatory Agencies, And Privilege Considerations

      Thomas F. Lebens, Fitch Even Tabin & Flannery. LLP,San Luis Obispo, CA Lebens_bio.pdf

C3 :IP Practice in Europe


Specialty Patent Courts in Europe and Comparison with US Proceedings

On both the national and the European level there is a trend towards increasing specialization of patent jurisdictions. The EPO (Opposition Division, Boards of Appeal) and specialized Courts in most of the national Jurisdiction have gathered experience over decades. But there are also important changes on the national (German Federal Patents Court, IPEC in the UK) and European wide (UPC) level that implement new frameworks for deciding patent cases. The panel addresses the major factors that govern litigation in specialized European Courts as well as in the US.
         Moderator: Samir Pandya, SAP America. Newtown Square. PA

European Patent Office

    Niclas Morey (invited), European Patent Office. Munich Germany Morey_BIO.pdf 

United States

    Denise Kraft, DLA Piper. LLP, Wilmington. DE Kraft_bio.pdf Kraft_paper.pdf

United Kingdom

   Myles Jeff, Bristows, LLP, London, United Kingdom  Jelf_paper.pdf


   Martin Kohler, Reimann Osterrieth Kohler Haft, Dusseldorf, Germany Kohler_bio.pdf Köhler_paper.pdf
 Friday Session Materials, October 23

8:45 - 11:45 am Concurrent Morning Tracks (T)


T1:Shine a Light: An Overview of the Impact of Alice Across Patent Preparation, Prosecution, Litigation, Legislation, and Post-Grant Proceedings

     Moderator: Paul Kitch, Nixon Peabody. LLP. Chicago, IL Kitch_Bio.pdf

A Look at the Numbers: A Statistical Analysis and Overview of Metrics Including Allowance Rates and Filing Volumes Before and After Alice

       Michael Chernoff, Capital Group, Dallas, TX CHERNOFF_BIO.pdf 

Legislative Logistics: What Can Be Done by the Legislature to Separate the Subject Matter Debate from Troll Concerns?

        Hans Sauer, Biotechnology Industry Organization, Washmgton, DC Sauer_Bio.pdf Sauer_paper.pdf

A/lowed, but Enforceable? A Review of Case Law to See How Courts are Applying Alice and Progeny

       David Beck, JDS Uniphase Corporation. Germantown, MD Beck_ Bio.pdf BECK_paper.pdf
 Break: 10:00 - 10:30 am

The Details: Practical Advice on How to Work with the Current §101 Regime

        Judy Yee, Microsoft. Redmond. WA Yee_Bio.pdf Yee-Valerie Calloway.pdf
       Valerie Calloway, Alltech. Nicholasville. KY Calloway_Bio.pdf

T2: How to Maximize Global Patent Protection: Patent Filing Strategies and Antitrust Challenges

       Moderator: Ellsabetta Papa, SoC/eta ltaliana Brevettl S.p.A.Piazza di Pietra. Roma Papa_bio.pdf

Global Patent Filing Strategies Drafting Strategies for the US

      Jeffry H. Nelson, Nixon & Vanderhye, PC, Arlington, VA  Nelson_Bio.pdf Nelson_paper.pdf 

 Drafting Strategies for Europe

      Susan Kirsch, Carpmaels and Ransford, LLP. London, United Kingdom Kirsch_Bio.pdf

Putting It All Together: the International Patent Portfolio

     Subroto Bose, Dolby Laboratories, Inc., San Francisco, CA Bose_bio.pdf BOSE_PAPER FINAL.pdf
 Break: 10:00 - 10:30 am

Antitrust Challenges: The Interface Between the Competition Law and IP Law:


New Challenges in Europe

        Mathew Heim, Qualcomm Inc .. London. United Kingdom Heim_Bio.pdf HEIM_Paper (Final).pdf

The 'Brave New World' of the Far East

        Mark D. Whitener, General Electric Company. Washington. DC Weinstein_Bio.pdf

T3:Trade Secrets

          Moderator: Angie M. Hankins, Samsung Strategy and tnnovation Center,
         Menlo Park, CAMenlo Park, CA HANKINS_Bio.pdf

Prior Commercial User Rights Under §273(a) and the Case for Enhanced Reliance on Trade Secrets

        Robert D. Titus, Eli Lilly and Company. IndianapoliS, IN

Can You Have Your Cake and Eat it Too? AlA §102(a)(7) May Permit Patenting a Long-Standing Trade Secret

        Hans P. Smith, Baker & Hostetler. Costa Mesa. CAHans P. Smith, Baker & Hostetler.
          Costa Mesa. CA Smith Hans_Bio.pdf Smith Hans_Paper.pdf

Practical Considerations in Deciding Whether to Use Secrecy or Patenting

      James Pooley, James Pooley. A Professional Law Corp,  Menlo Park. CAMenlo Park. CA

Everything You Need to Know About the Ex Parte Seizure Order, Its Interplay with State Remedies, and Other Key

Procedural Provisions

      Danle/le Vanderzanden, Ogletree Deakins Nash Smoak &Stewart. PC Boston. MA Vanderzanden_Bio.Pdf
 Break: 10:00 - 10:30 am
      Moderator: Elizabeth A. Rowe, Ufllversity of Flonda LevinCollege of Law. Gainesville, FL

Anything but Uniform: A State-By-State Comparison of the Key Differences of the Uniform Trade Secrets Act

       Sid Leach, Snell & Wilmer. LLP. Phoenix. AZ Leach_bio.pdf Leach_paper 1.pdf 
       Leach_paper 2.pdf

A Bird's Eye View of the EU's New Trade Secret Rules

      Robert Williams, Bird & Bird, LLP, London, United Kingdom

Trade Secret Developments in China and Taiwan

      Hsiu Ru Chien, Lee and Li, Taiwan, Republic of China CHIEN_BIO.pdf CHIEN_PAPER.pdf

12:15 -1:45pm Luncheon


   Featuring: Maria Pallante, Register of Copyrights, Washington, DC

1:45 - 2:00 pm Annual Association Business Meeting

2:00 - 3:30 pm Concurrent Afternoon Tracks (T)

T1: Hot Topics in Litigation and Damages in IP-A Full, Comparative Review of Major Issues Impacting Patents, Trademarks, Copyrights, and Trade Secrets

       Charles D. Ossola, Vinson & Elkins, LLP, Washington, DC Ossola_Bio.pdf Ossola_paper.pdf
       Michael Heinlen, Thompson & Knight, LLP, Dallas, TX Heinlen_Bio.pdf  Heinlen_paper.pdf
       Wendy Larson, Pirkey Barber, PLLC, Austin, TX
       Jason F. Hoffman, Baker and Hostetler, LLP, Washington, DC Hoffman_Bio.pdf Hoffman_paper.pdf

T2: Patent Licensing House of Horrors: Avoiding theTerror of Patent Licensing Issues With the Dos and Don'ts tor Drafting and Negotiating License Agreements

      Moderator: Mansi Shah, Valorem Law Group, San Jose, CA Shah_Bio.pdf  SahaSlides.pdf

The Tangled Web: Legal Issues in Licensing and the Lessons of Kimble v. Marvel

      Paul D. Margolis, Jenner & Block. Chicago, IL Margolis_Bio.pdf Margolis_paper.pdf

Form over Substance: Troublesome Terminology and Strategies for Moving Beyond Form Language

        Philip T. Petti, USG Corporation, Chicago, IL Petti_Bio.pdf PETTI_PAPER.pdf

License Negotiations: The War Stories

      Stanton D. WeinsteinStanton D. Weinstein, Lockheed Martin Corporation, Moorestown, NJ

 Pen to Paper: Drafting Tips From Over 50 Years of Experience in Patent Licensing

        RobertS. Bramson, Bramson & Pressman, Conshohocken, PA Bramson_Bio.pdf

T3: Copyright

     Moderator: Hetal Kushwaha, Marks & Clerk. Ottawa.Ontario, Canada Kushwaha_bio.pdf

 Fair Use Primer: Teaching and Legal Documents in Recent Case Law

      Brandon Butler, Gfushko Samuelson IP Clinic, Washington
     College of Law. American University, Washington, DC Butler_Bio.pdf Butler_paper.pdf

  Copyright and the Cloud

    Ariane Newell, Microsoft. Redmond. WA Newell_Bio.pdf Newell_paper.pdf

  Social Media and the DMCA-Latest Trends and Case Law

   Ian C. Bailon, Greenberg Traurig, LLP, East Palo Alto. CA  Ballon_bio.pdf Ballon_paper.pdf
  3:30 - 5:30 pm Committee Educational Sessions*

Food and Drug/Patent Litigation (Joint Session)

120 Minutes of CLE Requested)

Biosimilars are Off and Running: A Litigation and Regulatory Update

Exploring what can be gleaned about the regulatory pathway from the approvals to date, as well as the latest litigation developments.
       Moderator: Daphne Lainson, Smart & Biggar/ Featherstonhaugh, Ottowa, Ontario. Canada

 Regulation of Biosimilars

       William Garvin, Buchanan Ingersoll & Rooney, Washington. DC Garvin_bio.pdf  Garvin_paper.pdf
       Ajaz S. Hussain, CEO at Insight Advice & Solutions, LLC, Frederick. MD Hussain_bio.pdf

 Biosimilars Litigation

     Michael A. Morin, Latham & Watkins, Washington, DC Morin_bio.pdf Morin_paper.pdf
     Elizabeth S. Weiswasser, Weif Gotschaf & Manges. LLP, New York, NY       Weiswasser_bio.pdf

 Harmonization Task Force/International and Foreign Law/Patent-Relations with the USPTO

(Joint Session) (120 Minutes of CLE Requested)

Developments in the Global Dossier and Harmonization How They Will Affect Worldwide Patent Practice

         Moderator: Esther M. Kepplinger, Wilson Sonaini Goodrich & Rosati, San Diego, CA

Description of the Global Dossier

     Mark Powell (invited), Director, Office of International Patent, US Patent & Trademark Office,   Alexandria, VA POWELL_Bio.pdfPowell_paper.pdf   Powell_slides.pdf 

Implementation of the Global Dossier in the European Patent Office

      Niclas Morey (invited), European Patent Office, Munich, Germany (Bio, Paper 1, Paper 2, Annex 1, Annex 2)

Global Dossier Implementation in the USPTO and Global Dossier tools

     Don Levin (invited), Director, Office of International Patent Business Solutions, US Patent &Trademark    Office, Alexandria, VA 

Harmonization Task Force Update

      Anthony Venturino, Novak Druce Connolly Bove + Quigg, LLP,Washington, DC Venturino_bio.pdf 

Impact of Global Dossier and Harmonization on Patent System

      Lawrence T. Welch, Eli Lilly and Company, Indianapolis, IN Welch_bio.pdf

Mentoring/New Lawyers/Patent Agents/Patent Law USPTO Inter Partes Patent Proceedings (Joint Session)

(120 Minutes of CLE Requested)
Putting the New PT AB Rules and Regulations into Practice A mock trial in front of the PT AB involving   post-allowance proceedings. Through this mock trial. follow along with theparties as they d iscover and recover from common (and not socommon) mistakes.
       Moderators: Angela Dallas Sebor, Globeimmune, Inc.,Louisville, CO
       Ryan Alley, Ryan Alley Intellectual Property Law, Arlington, VA Alley_bio.pdf Alley_paper.PDF
       James R. Myers, Ropes & Gray, LLP, Washington, DC
       Brandon M. White, Perkins Co1e, LLP, Washington, DC White_paper.pdf
       Sally C. Medley (invited), US Patent & Trademark Office ,Alexandria, VA
       Joni Y. Chang (invited), US Patent & Trademark Office,Alexandria, VAJoni Y. Chang (invited), US Patent & Trademark Office,Alexandria, VA Chang_Bio.pdf   Chang_paper.pdf
      Howard B. Blankenship (invited), US Patent & Trademark Office,Alexandria, VA
 Saturday Session Materials, October 24

8:00 - 9:00 am President's Forum


9:00 am - 12:00 pm Closing Plenary Session

The Year-in-Review

      Moderator: Kim Schenck, Charles River Associates, Chicago, IL


       Nancy J. Mertzel, Schoeman Updike Kaufman Stem & Ascher. LLP.,New York, NY (Bio, Paper)


     Garfield Goodrum, Garfteld Goodrum, Design Law, Boston, MA (Bio, Paper)

Trade Secrets and Licensing

      Ira J. Levy, Goodwm Proctor. LLP, New York, NY (Bio, Paper)


    Jason Rantanen, University of Iowa College of Law, Iowa City, lA (Bio, Paper)

Ethics at the USPTO (ethics CLE) (60 minutes)

    David Hricik, Walter F George School of Law, Mercer University. Macon,GA (Bio, Paper, Slides)

Trade Secrets and Legal Ethics

     Jerry Cohen, Bums & Levinson. LLP, Boston, MA (Bio, Paper)