Navigate Up
Sign In

2018 Mid-Winter Institute Session Materials

Welcome to the 2018 AIPLA Mid-Winter Institute 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.

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.


Download ​all Session Materials (24 MB - last updated 1/9/18 at around 4:00 PM EST)


Wednesday, January 24th, 2018​

8:00 AM – 6:00 PM


9:00 – 11:00 AM

Board/Committee Leadership Meeting (Leadership Members Only)

11:30 AM – 1:30 PM

Board of Directors Meeting (Board Members Only)

2:00 PM – 4:00 PM

Spouse/Guest Social

2:00 – 3:30 PM




         Thomas O. Staggs, Former Chairman of Walt Disney Parks and Resorts and COO of The Walt Disney Company, Los Angeles, CA

Panel Discussion: Developing Leadership & Leadership Skills from Private Practice, Corporate and Government Perspectives


Brian H. Batzli, Merchant & Gould, PC, Minneapolis, MN 


          Harry J. Gwinnell, Greenblum & Bernstein, PLC, Reston, VA (Bio)

          James Smith, Ecolab, St. Paul, MN

          Teresa Stanek Rea, Crowell & Moring, LLP, Washington, DC  (Bio)


3:30 – 3:45 PM - Networking Break​​​

3:45 – 5:45 PMMENT SEMINAR


Leadership Training: Choosing High Performance Leadership

Jack Zwissig, Zwissig & Associates, Pleasanton, CA (Bio, Papers​, Slides)


Recognition and Elimination of Bias in the Legal Profession and Society: How Committed Leaders Can Achieve Greater Diversity and Inclusion

Roxanne M. Wilson, Mayer Brown, LLP, Los Angeles, CA (Bio, Papers, Slides)



6:00 – 7:00 PM

New Member/First-Time Attendee Welcome Reception

Are you a new AIPLA member? New to an AIPLA Meeting? You’re invited to attend!



7:30 – 9:00 PM

Opening Night Reception



Thuresday, January 25th, 2018​​​


6:45 – 8:45 AM

Corporate Practice Committee Breakfast Meeting Sponsored by: Greer Burns & Crain, Ltd. (For Corporate In-House Counsel Only)


6:45 – 7:45 AM

Diversity in IP Law Committee Fun Run / Walk Sponsored by: Baker Botts, LLP


7:45 – 8:45 AM

Amicus Committee Meeting (Committee Members Only) Professional Programs Committee Meeting Global Sector IP Leadership Group Meeting (Leadership Group Members Only)


8:00 AM – 6:00 PM



9:00 AM – 12:30 PM

Spouse/Guest Tour “Mid-Century Modern”


9:00 – 9:15 AM - Association Business Meeting


9:15 – 10:15 AM 




Protecting Emerging Technologies in the World of the Internet of Things, Artificial Intelligence (AI), Wearables, and GUIS


Jack Schecter, Nike, Inc., Portland, OR (Bio)


Obtaining Protection for Devices Involving AI: Deciding What to Protect

Dennis John Duncan, Dolby Laboratories, Inc., San Francisco, CA  (Bio, Papers, Slides)


Overlapping Protection Strategies, Weaving Together Trademarks, Trade Dress and Copyright for Good Coverage

Garfield Goodrum, Garfield Goodrum, PLLC, Boston, MA (Bio, Papers, Slides)


Making Your Emerging Technology Patent Strategy Work: Incorporating Industrial Designs into Your Patent Portfolio

James Aquilina, Design IP, Allentown, PA (Bio, Papers, Slides)



10:15 - 10:45 AM - Networking Break






What Enforcement Action(s) and Why


Jack Schecter Nike, Inc., Portland, OR (Bio)


Utility and Design Patent Litigation: Choosing the Right Patent for the Enforcement Job

Elizabeth D. Ferrill, Finnegan Henderson Farabow Garrett & Dunner, LLP, Washington, DC (Bio, Papers, Slides)


Enforcing Your Trademarks and Copyrights in the Online World: Take Down Notices and the Courts – Knowing What to Do When

Nancy Mertzel, Mertzel Law, PLLC, New York, NY (Bio, Papers, Slides)


Enforcement from Inside the House: Picking Your Battles

Adrian Looney, Pfizer, Inc., New York, NY (Bio, Papers, Slides)



 12:00 NOON – 12:30 PM  Luncheon Reception (Open to all attendees) ​


12:30 – 2:00 PM Luncheon - Table Talks for Learning and Networking


Thursday’s Luncheon will be Table Talks, with lively, experienced table moderators who are in private practice and in-house roles. The discussion areas will cover Practice Management and Professional Development, Client Management and Development, IP Commercialization in the US, IP Hot Topics Worldwide, Courts, Boards, & Experts, Alternative Dispute Resolution, and IP Issues in Alternative Energy.



2:00 – 3:30 PM - Concurrent Afternoon Tracks


Life is a Game – IP Protection, Employment Law, Trade Secret and Merger Acquisition-Friendly Outbound Technology License Agreements


Judy Yee, Microsoft, Inc., Seattle, WA (Bio)


Using Intellectual Property to Protect Video Games of a Start-up

Ross A. Dannenberg, Banner & Witcoff, Ltd., Washington, DC  (Bio, Papers, Slides)


Managing Business and Legal Risk in an IP-centric Video Game Start-up

Bryan Wilson, Morrison & Foerster, LLP, Palo Alto, CA  (Bio, Papers, Slides​)


Practical Tips and Business Considerations for Negotiating Video Game Start-up Agreements

C.N. Franklin (Frank) Reddick III, Akin Gump Strauss Hauer & Feld, LLP, Los Angeles, CA (Bio, Papers, Slides)


3:30 – 3:45 PM - Networking Break​​​




From Drones to Rockets to Driverless Cars – IP is in the Air


 Frank Gerratana, Fish & Richardson, PC Boston, MA  (Bio​)


Space: The Final Frontier for IP? The Limits of Patent Enforcement and Procurement in Orbit and Beyond

Theodore “Ted” Ro, NASA, Houston, TX  (Bio, Papers, Slides)


The Drone Patent Land Rush – Clear Skies Ahead or Dot Com Bust Redux?

Melissa Coombes, Lee & Hayes, Spokane, WA  (Bio, Papers, Slides)


Driverless Secrets – The Ongoing Feud Between Uber and Waymo

James Pooley, Menlo Park, CA (Bio, Papers, Slides)



3:45 – 5:45 PM

Committee Educational Sessions  

3:45 – 5:45 PM

Committee Meetings (See pages 18-21 for listings)

7:30 – 9:30 PM

Dinner & Entertainment


Committee Educational Sessions


Forum on FinTech: Blockchain, Crypto Currency, and Exporting Financial Markets

This panel will address topics associated with the emergence of Financial Technology (“FinTech”) as a distinct and profitable field of technological endeavor. The speakers will introduce the basics of FinTech and its scope, issues in patenting FinTech inventions, FinTech innovations in China, and the legal issues and impact of exporting U.S. Financial market structures around the world.


Topics of Discussion:

From Crypto Currency to Market-Specific Hardware – What is Fintech?

       Frank Gerratana, Fish & Richardson, PC Boston, MA  (Bio​, Papers, Slides​)


How to Claim FinTech and Claiming Strategies for Cloud Computing and Business Methods

         Michael Dunnam, Schwegman Lundberg & Woessner, Dresher, PA (Bio, Papers​, Slides)


FinTech in China – Emerging Developments in Chinese Misspelled Words FinTech Sector and Perspectives on Obtaining Patent Coverage in China      

    Xiaochen Zhang, FinTech4Good, Washington, DC (Bio, Papers, Slides)


Importing and Exporting Financial Innovation – Other Legal Considerations

         Virginia Driver, Page White and Farrer, London, UK (Bio, Papers, Slides)



Chemical Practice


How to Win-Win with a Unitary Patent System and Innovation in Europe

The Unitary Patent and Unified Patent Court aims to strengthen and simplify the patenting procedure in Europe, thereby benefitting inventors and innovators seeking protection for their IP investment. The Unitary Patent will provide blanket

protection across 26 EU member states – a unified market of around 400 million people. The Unified Patent Court will handle validity and infringement of these Unitary Patents and ultimately European patents too, in a single forum providing legal certainty and avoiding costly parallel litigation. This session will discuss the proposed operation of the new systems as well as providing an update of the latest status, including an explanation of the delays caused by Brexit in the UK and the constitutional complaint filed in Germany. Most importantly we will look into how the unitary systems will benefit the chemical industry and whether the aims of the systems are achievable. Also, what potential problems might arise with a unified patent regime? How might a unified system serve to promote innovation within Europe and outside of it?


 Matthew Barton, Forresters, Munich, Germany (Bio, Papers, Slides)


Holger Tostmann, Wallinger Ricker Schlotter Tostmann, Munich, Germany  (Bio, Papers, Slides)





Is That Prior Art? What is the Present and the Future Hold on the Global Stage

What Does the Present Hold: Case Study and implications of the differences between US and foreign legislation on patent drafting and prosecution practice

A panel discussion of a case study between US, European and Japanese patent practitioners directed to highlight how the differences in the definition of what prior art is in their respective jurisdictions affect patent practitioners’ daily practice around the world

Introductions and Presentation of the Fact Pattern of the Case Prior Art According to Current US Practice Moderator:


DeAnn Smith, Foley Hoag, LLP, Boston, MA Daniel Brownstone, Fenwick & West, LLP, New York, NY (Bio)


Prior Art According to Current EP Practice Prior Art According to Current JP Practice


 Roberto Pistolesi, Dragotti & Associati Srl, Milano, Italy  (Bio, Papers, Slides)


Yoshitaka Ota, Deputy Director of the Examination Standards Office, Japan Patent Office, Tokyo, Japan

(Bio, Papers​, Slides)



Panel Discussion What Does the Future Hold: A Perspective on the Harmonization Process On “Prior Art”

One-on-one session on the EPO position on what prior art is and the issues that remain to be solved for a global harmonization on the definition of prior art as well as on harmonizing how the different offices define and consider prior art will improve efficiency by facilitating work sharing.


Esther Kepplinger, Wilson Sonsini Goodrich & Rosati, Washington, DC (Bio)


Raimund Lutz, European Patent Office, Munich, Germany (Bio, Papers​, Slides)



Friday, January 26th, 2018​
6:45 – 8:45 AM

Women in IP Law Committee Breakfast MeetingCo-Sponsored by: Baker Botts, LLP and Honigman Miller Schwartz and Cohn, LLP


8:00 AM – 6:00 PM




9:30 AM – 1:30 PM

Spouse/Guest Tour “The Living Desert”


9:00 AM – 10:15 AM


Start-Up Stock Ownership: How to Contribute IP for Equity with Insights and War Stories




          Arlene Neal, Neal Blibo LLC, Manassas, VA  (Bio)



Equity and Capitalization with IP in Mind


          Richard Friedman, DLA Piper, Los Angeles, CA (Bio, Papers​, Slides)


Coming to Terms with an IP Contribution Agreement


         Katherine Ku,  Wilson Sonsini Goodrich & Rosati, Los Angleles, CA (Bio, Papers, Slides)


Motives of the Deal


         Kent Richardson, Richardson Oliver Law Group LLP, Mountain View, CA (Bio, Papers, Slides)


Keeping Private Data Private – Law Firm Cybersecurity and the EU General Data Protection Regulation





      Moderator: Mercedes K. Meyer, Drinker Biddle, Washington, DC (Bio​)


Cutting Through the Hype – EU GDPR: What You Need to Know by May 2018


          Naomi Leach, Stephenson Harwood, LLP, London, England (Bio, Papers, Slides)



Implications of the EU Privacy Directive for US Companies and US Data Protection Requirements


          Phyllis T. Turner-Brim, Starbucks, Seattle, WA (Bio, Papers, Slides)



Law Firm Privacy – Have You Been Hacked?


      Devika Kornbacher, Vinson & Elkins, Houston, TX (Bio, Papers, Slides)



​​12:00 NOON – 12:30 PM  Luncheon Reception (Open to all attendees)




Keynote Speaker:

          Said Hilal, Applied Medical Founder, CEO, and Chairman Rancho Santa Margarita, CA (Bio)


2:00 – 3:30 PM - Concurrent Afternoon Tracks

Concurrent Track 1  

New Frontiers: Advancing Technology and the Evolving IP Landscape 


                Lynn C. Tyler, Barnes & Thornburg, LLP, Indianapolis, IN (Bio)

Lexmark and its Implications for Patent Exhaustion

                 Jeremy K. McKown, Johnson & Johnson, New Brunswick, NJ  (Bio, Papers, Slides)


Robo-Farmers: The Melding of Farming and IT

                 Raymond Harmuth, Bayer CropScience LP, Pittsburgh, PA  (Bio, Papers, Slides)


 From Incubation to Capitalization and Beyond – IP Tips for Working with Start-ups

             Larry S. Millstein, Millen White Zelano & Branigan, PC, Arlington, VA (Bio, Papers, Slides)






The Legacy of the Supreme Court: Is Anyone Listening?

Moderator: Stephanie DeBrow, Norton Rose Fulbright US, LLP, Austin, TX (Bio)


What’s Protectable Now?

           Omer Salik, Activision Publishing, Inc. Santa Monica, CA (Bio, Papers, Slides)


IP Lawyers Are Now Singing a Song About the Heartland

            Efren Garcia, GTS Technology Solutions, Inc., Austin, TX (Bio, Papers, Slides)


The Halo Effect

           Christina A. Ondrick, Paul Hastings, LLP, Washington, DC (Bio, Papers, Slides)



3:45 – 5:45 PM

Committee Educational Sessions

3:45 – 5:45 PM

Committee Meetings



Committee Educational Sessions


Not Just Blowing Smoke: The Pitfalls and Opportunities for Protecting IP In the Emerging US Cannabis Industry

As federal and state governments battle it out over the legality of plants of the genus Cannabis for medical and recreational purposes, businesses in decriminalized states find themselves in a bind when it comes to the largely federal body of intellectual property law. A panel of distinguished experts will discuss developments on what can and cannot be protected, and the risks and benefits of seeking such protection.


          Kristin A. Connarn, McDermott Will & Emery, Boston, MA (Bio)


Patenting Cannabis Plants, Cannabinoids, and Processes


Kieran Doyle, Cowan, Liebowitz & Latman, PC, New York, NY (Bio, Papers, Slides)


Trademark Protection Over Cannabis-Related Goods and Services

               Dr. Katherine D. Koenig, Christopher & Weisberg, PA, Fort Lauderdale, FL (Bio, Papers​, Slides)


The Future of Cannabis IP and the Direction of the Industry

             Reggie Gaudino, Steep Hill Labs, Inc., Berkeley, CA (Bio, Papers, Slides)





Presentation on equitable estoppel defense followed by business meeting. Though SCA Hygiene Products eliminated laches, equitable estoppel will likely continue to be an available defense where the parties had a preexisting relationship giving rise to an inference that the patentee authorized an accused infringer’s conduct.



                  Kenneth George, Amster Rothstein & Ebenstein, LLP, New York, NY(Bio, Papers, Slides)


                 Ann G. Fort, Eversheds Sutherland, Atlanta, GA(Bio, Papers, Slides)


                 Robert R.L. Kohse, Eversheds Sutherland, Atlanta, GA(Bio, Papers, Slides)​


Saturday, January 27th, 2018​
​​​​ 8:00 AM – 12:00 Noon

Registration (CLE Booth will remain open until 1:00 PM)




Litigation and Ethics


       Gary Hoffman, Pillsbury Winthrop Shaw Pittman, LLP, Washington, DC (Bio)


Overcoming Ethical Hurdles: Is There Privilege for Patent Agents? If So, What Is the Current Scope of the Waiver?

Gordon T. Arnold, Arnold & Saunders, LLP, Houston, TX (Bio, Papers, Slides)

The Ethical Risks Involved with Storing Confidential Information in the Cloud

Jonathan M. Redgrave, Redgrave, LLP, Chantilly, VA (Bio, Papers, Slides)

Ethical Considerations and Funding in Litigation

 Eric Carlson, Burford Capital, Chicago IL (Bio, Papers, Slides)

Ethical Risks of Overly Zealous Litigation

Matt Powers, Tensegrity Law Group, Redwood Shores, CA (Bio, Papers​, Slides)

Ethical and Practical Risks for Failing to Timely Produce Discovery

The Honorable Hildy Bowbeer, Magistrate Judge, United States District Court, District of Minnesota, St. Paul, MN

 (Bio, Papers, Slides)



12:00 NOON – 4:00 PM Board of Directors Meeting