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2014 Spring Meeting Session Materials



Welcome to the 2014 AIPLA Spring 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.

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 (updated 6/17/2014)


Thursday Session Materials, May 15


8:00 – 9:00 am Opening Plenary Session

Welcome Remarks

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

9:00 am – 12:00 pm Concurrent Morning Tracks

T1: Part 1: Navigating Through the Shoals in Parallel Patent-Related Proceedings in the USPTO and in Litigation

Moderator: Angie M. Hankins, Stroock & Stroock & Lavan, LLP, New York, NY (Bio)

Primer on Similarities and Differences in Practice and Procedure in the USPTO and in the Courts

Brent Hawkins, McDermott Will & Emery, Chicago, IL (Bio, Paper, Slides)

Reexamination and Review of Patents in the USPTO and the Impact on Parallel Related Litigation

Scott M. Daniels, Westerman Hattori Daniels & Adrian, LLP, Washington, DC (Paper, Slides)

Litigating a Patent-Related Dispute in Court While the USPTO is Reexamining or Reviewing the Same Patent

Joseph Re, Knobbe Martens Olson & Bear, LLP, Irvine, CA (Bio, Paper, Slides)

Break 10:15 – 10:45 am

Part 2: The Developing Marketplace for IP Rights and Investing

Moderator: Robert Laurenson, Intellectual Ventures, Bellevue, WA (Bio)

Non-Practicing Entities and the Marketplace for IP rights

Robert Heath, RPX Corporation, San Francisco, CA (Bio)

The IP Responsibility: Fiduciary Duties and the Need for Benchmarks to Support Patent Risk Taking 

Ian McClure, IPXI, Chicago, IL (Bio, Paper)

Wall Street and Patents: Investing, Trading and Patent Litigation

Adam Gill, Gerchen Keller Capital, LLC, Chicago, IL (Bio)

T2: Part 1: Software and Business Method Claims Then and Now—Perspectives and Strategies for Surviving the Courts and Hurdling Through Examination

Moderator: Ashok K. Mannava, Mannava & Kang, PC, Fairfax, VA (Bio)

Hurdles to Software Claim Patentability and Validity—Past, Present and Future

John F. Murphy, BakerHostetler, Philadelphia, PA (Bio, Paper)

Patent Applications for Software-Related Inventions that Not Only Issue, but Survive the Courts and Post-Issuance Review

E. Robert Yoches, Finnegan Henderson Farabow Garrett & Dunner, LLP, Washington, DC (Bio,

Michael B. Chernoff, MDB Capital Group, LLC, Dallas, TX (Bio, Paper)

Break 10:15 – 10:45 am

Part 2: An Insider’s Guide to Proceedings of the Patent Trial and Appeal Board under the AIA 

Moderator: Paul J. Korniczky, Leydig Voit & Mayer, Ltd., Chicago, IL (Bio)

PTAB Policies and Principles That You Need to Know in Order to Win in AIA Proceedings

Michael R. Fleming, Miles & Stockbridge, PC, Tysons Corner, VA (Bio, Paper,Slides)

Strategic Considerations in Mounting a Case before the PTAB

Timothy E. Bianchi, Schwegman Lundberg & Woessner, Minneapolis, MN (Bio, Paper, Slides)

The New USPTO Contested Proceedings and the Duty of Candor

Professor Lisa Dolak, Syracuse University College of Law, Syracuse, NY (Bio, Paper, Slides)

T3: Part 1: The Basic Mark Requirement Under the Madrid System; Trademarks, Geographic Indicators and Traditional Knowledge in Current Trade/Treaty Negotiations

Moderator: Jason Vogel, Kilpatrick Townsend & Stockton, LLP, New York, NY

Madrid Convention Basics

David Weild, Edwards Wildman Palmer, LLP, New York, NY

Traditional Knowledge

David E. Moore, Washida IP Group, Alexandria, VA (Bio)

Geographic Indicators: India’s Statute and Experience

Calab S. Gabriel, K & S Partners, Gurgaon, India (Bio)

Break 10:15—10:45 am

Part 2: Disruptive Technologies in the Digital Marketplace—Google Books, Aereo, BitTorrent, and the Future of  Online Copyright

Moderator: Professor Christopher S. Yoo, University of Pennsylvania Law School, Philadelphia, PA (Bio, Paper for this Session)

The Google Books and Aereo Cases

The Honorable Denny Chin, US Court of Appeals for the 2nd Circuit, New York, NY

The BitTorrent Copyright Litigations

The Honorable Michael M. Baylson, US District Court, Eastern District of Pennsylvania, Philadelphia, PA


12:30 – 2:00 pm Luncheon


The Honorable William H. Sorrell, Vermont Attorney General, the leader among state attorney generals in using state consumer protection laws to crack down on fraudulent patent demand letters.  Sorrell will speak with AIPLA Executive Director Q. Todd Dickinson on his recent efforts, his state’s new legislation, and how he views its relation to pending federal legislation on patent litigation reform.  (Bio)


2:00 – 3:30 pm Thursday Concurrent Afternoon Tracks

T1. Trademark—Protecting “Cool”—      Brand Reinforcement and Creation Using Utility Patents, Design Patents, Trademarks, Trade Dress and Copyrights

Commonwealth Hall A–B - 2nd floor

Moderator: Nancy J. Mertzel, Schoeman Updike Kaufman Stern & Ascher, LLP, New York, NY (Bio)

The Creative Journey: A Visual Introduction to Case Studies to Explore the Role of IP in Protecting “Cool”

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

Integrating IP Strategy into the Design Cycle: Reinforced Brand as a Natural Byproduct of the Design Process

Joshua Cohen, RatnerPrestia, Berwyn, PA (Bio, Slides)

Don’t Knock Design

Robert S. Katz, Banner & Witcoff, Ltd., Washington, DC (Bio)

Don’t Forget 3D Trademarks and Trade Dress

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

O Copyright, Copyright! Wherefore Art Thou, Copyright? 

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

T2. Review and Possible Revision of Copyright Law:  Important Copyright Changes on the Horizon and How They Will Impact the Practice

Washington Room - 3rd floor

Moderator: Assistant Professor Shyam Balganesh, University of Pennsylvania Law School, Philadelphia, PA

Summary and Views of Key Changes Expected in Copyright Laws

Robert J. Kasunic, US Copyright Office, Washington, DC

Official Views of the USPTO Regarding Changes, Including Views on Implementation

Shira Perlmutter, US Patent & Trademark Office, Alexandria, VA

Views from Outside the Copyright Office and USPTO, Including the Expected Impact on the Practice

Professor Christopher Jon Sprigman, New York University School of Law, New York, NY (Bio)

T3. Licensing: Standard Essential Patents—What’s It All About?

Commonwealth Hall C–D - 2nd floor

Moderator: Michele Herman, Intellectual Ventures, Bellevue, WA

The Standard Setting Process

Clark Silcox, National Electrical Manufacturers Association, Rosslyn, VA (Bio, Slides

Standard Essential Patent Case Law and Developments

Marc Sandy Block, IBM Corporation, Armonk, NY (Bio, Paper, Slides)

Standard Essential Patent Licensing Issues

Monica Barone, Qualcomm Technologies, Inc, San Diego, CA (Bio, Paper)

David Killough, Microsoft Corporation, Redmond, WA (Bio)


3:30 – 5:30 pm Thursday Committee Educational Sessions* 

C1. IP Practice in Europe/IP Practice in Japan (Joint Session) (120 Minutes of CLE Requested)

Commonwealth Hall C–D - 2nd floor

The Role of Expert Evidence in IP Litigation Expert evidence is a key factor in IP litigation; the role of the expert however varies significantly in various legal systems. This program will address these differences through a series of questions from the perspective of different jurisdictions (Germany, UK, Netherlands), the new European patent litigation system UPC, and the US.

Moderator: Martin Köhler, Reimann Osterrieth Köhler Haft, Düsseldorf, Germany (Bio, Slides)

Germany: Matthias Rößler, KNH Patentanwälte, Düsseldorf, Germany (Bio, Paper)

United Kingdom: Alex Wilson, Powell Gilbert, LLP, London, UK (Bio, Paper)

Netherlands: Bas Berghuis van Woortman, Simmons & Simmons, Amsterdam, Netherlands

United States:  Jeffrey I.D. Lewis, Patterson Belknap Webb and Tyler, LLP, New York, NY (Bio, Paper)

C2. Licensing and Management of IP Assets (120 Minutes of CLE Requested)

Washington Room - 3rd floor

Moderator: Donika P. Pentcheva, Westman Champlin & Koehler, Minneapolis, MN (Bio)

Managing an Effective IP Portfolio

Salvatore Anastasi, Barley Snyder, Malvern, PA (Bio)

How to Properly Use ADR Provisions in License Agreements

John M. Delehanty, Mintz Levin Cohn Ferris Glovsky and Popeo, PC, New York, NY (Bio)

Worldwide Portfolio Licensing Considerations

George A. Frank, Law Offices of George A. Frank, Bala Cynwyd, PA (Bio, Paper)

Mistakes Made and Observed and Lessons Learned in Fifty Years of Licensing

Robert S. Bramson, Bramson & Pressman, Conshohocken, PA (Paper 1, Paper 2, Paper 3, Paper 4, Paper 5, Paper 6, Paper 7)

Friday Session Materials, May 16

9:00 am – 12:00 pm Friday Concurrent Morning Tracks

T1. Part 1: The European Unitary Patent System, Global Dossier and PCT

Commonwealth Hall A–B - 2nd floor

Moderator: Carole Boelitz, Microsoft Corporation, Redmond, WA (Bio)

The European Unitary Patent System

Katharine Stephens, Bird & Bird, London, United Kingdom (Bio, Paper, Slides)

The Global Dossier Initiative (IP5)—What It Is, Status and Future

Mark Powell, US Patent & Trademark Office, Alexandria, VA (Paper, Slides)

Maria Holtmann, US Patent & Trademark Office, Alexandria, VA

WIPO’s ePCT Efforts

Phillipe Baechtold, World Intellectual Property Organization, Geneva, Switzerland (Paper)

Break 10:15 – 10:45 am

Part 2: Emerging Trends and Policies in Software and Business Method Patenting Around the World

Moderator: Carole Boelitz, Microsoft Corporation, Redmond, WA (Bio)


R. Parthasarathy, Lakshmikumaran & Sridharan, Chennai, India (Bio, Paper, Slides)


Colin Ingram, Smart & Biggar/Fetherstonhaugh, Ottawa, Ontario, Canada (Bio, Slides)


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


Alan Wilson, Barker Brettell, LLP, Southampton, UK (Bio, Paper, Slides)

T2. Trade Secrets

Commonwealth Hall C–D - 2nd floor

Moderator: Nancy Klembus, Kimberly-Clark Corporation, Roswell, GA (Bio)

Update on Recent Developments in Trade Secret Law

David Almeling, O’Melveny & Myers, LLP, San Francisco, CA (Bio, Paper, Slides)

Future of Non-Competes as a Tool for Protecting Trade Secrets

Benjamin I. Fink, Berman Fink VanHorn, PC, Atlanta, GA (Bio, Paper, Slides)

Michael R. Greco, Fisher & Phillips, LLP, Radnor, PA (Bio)

Break 10:15 – 10:45 am

Landmines and Goldmines: Negotiating Confidentiality and Non-Disclosure Agreements

Cary A. Levitt, Dow Corning Corporation, Midland, MI (Bio, Paper)

Unringing the Bell:  Best Practices after Exposure to Another’s Trade Secret

Mark A. Klapow, Crowell & Moring, LLP, Washington, DC (Bio, Paper, Slides)

T3. A Deep Dive in Pharma Practice: Citizens’ Petitions, Biosimilars and Second Medical Uses

Washington Room - 3rd floor

Moderator: James Kelley, Eli Lilly and Company, Indianapolis, IN (Bio, Paper)

Second Medical Use Claims: Teaching a Pig to Sing?

Andrea Kamage, Johnson & Johnson, Leiden, Netherlands (Bio, Paper)

Biosimilars: High Stakes and High Risks 

Lynn C. Tyler, Barnes & Thornberg, LLP, Indianapolis, IN (Bio, Paper, Slides)

Battling Over Generic Entry: An Empirical Analysis of Citizen Petitions

William A. Garvin, Buchanon Ingersol & Rooney, PC, Washington, DC (Bio, Paper)

Dhairya Jani, Silver Spring, MD (Bio,  Paper)

Break 10:15 – 10:45 am 

Developing Issues for Corporate Life Science Patents

Moderator: Gabriel Kleiman, Pfizer Inc., New York, NY

Is Bayer vs. Natco Consistent with TRIPS?

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

Patent Law 101: How the Supreme Court is Using Subject-Matter Eligibility to Reshape the Entire Patent Statute

Professor Joshua D. Sarnoff, DePaul University College of Law, Chicago, IL (Bio)

Gregory A. Castanias, Jones Day, Washington, DC


12:30 – 2:00 pm Luncheon

Millennium Hall - 2nd floor

Featuring: The Honorable Tom Marino, R-PA, 10th District,  Vice Chairman of the House Judiciary Subcommittee on Courts, Intellectual Property and the Internet


2:00 – 3:30 pm Friday Concurrent Afternoon Tracks

T1. What a Relief... How to Seek Monetary Awards, Injunctions, and/or Other Remedies—Practical Tips

Commonwealth Hall A–B - 2nd floor

Moderator: George Chen, Bryan Cave, LLP, Phoenix, AZ (Bio, Slides)

Injunctions, Compulsory Licenses, and Other Equitable Relief—What the Future Holds for Litigants

Colin G. Sandercock, Perkins Coie, Washington, DC (Bio, Paper)

Identifying New Forms of “Money” to Satisfy Monetary Awards and Strategies of Defending Against Monetary Relief and Injunctions

Jura Zibas, Wilson Elser, New York, NY (Bio, Paper, Slides)

Patent Damages—Apportion or Else! And Other Recent Developments

Jennifer Vanderhart, FTI Consulting, Washington, DC (Bio, Paper, Slides)

T2. The Emerging World of gTLDs: How to Leverage and Protect Your BrandsThe Emerging World of gTLDs: How to Leverage and Protect Your Brands

Washington Room - 3rd floor

Moderator: Scott B. Schwartz, Dansko, West Grove, PA (Bio)

Myths, Misconceptions, and Facts About gTLD Applications

Eric J. Shimanoff, Cowan Liebowitz & Latman, PC, New York, NY (Bio, Paper)

Protecting Your “.brand” Against gTLD’s Objections Based on Legal Rights, Community Opposition, and Public Interest

Janet M. Fuhrer, Ridout & Maybee, LLP, Ottawa, Ontario, Canada (Bio, Paper, Slides)

A Pandora’s Box of the New gTLDs Program: Cybersquatting and Closed gTLD

Mark V.B. Partridge, Partridge IP Law, PC, Chicago, IL (Bio, Paper)

T3. Dueling Data and Patent Public Policy: PAEs are a Huge Problem, or Are They? Dueling Data and Patent Public Policy: PAEs are a Huge Problem, or Are They?

Commonwealth Hall C–D - 2nd floor

Moderator: Patrick Coyne, Finnegan Henderson Farabow Garrett & Dunner, Washington, DC  

A variety of pre-filing, filing, and case outcome statistics are being used to support and refute proposed patent reforms in Congress and the courts. There is even debate regarding the applicability, integrity, and availability of this data with respect to patent acquisition entities (PAEs) and their impact on the patent system. Panelists will discuss the data behind the PAE debate and what implications, if any, the data has on the need for, and viability of, proposed reforms.


Professor Chris Cotropia, University of Richmond, Richmond, VA (Bio)

Robert Heath, RPX Corp., San Francisco, CA (Bio)

Professor Michael Meuer, Boston University, Boston, MA

Frank Rusco, General Accountability Office (GAO), Washington, DC  (Bio)

Joshua Walker, Simpson, Thacher and Bartlett, and Co-Founder Lex Machina, Palo, Alto, CA (Bio)


3:30 – 5:30 pm Committee Educational Sessions*  

C1. Biotechnology/Food & Drug (Joint Session) (90 Minutes of CLE Requested)

Commonwealth Hall A–B - 2nd floor

A Cat Has Nine Lives…How Many Lives Does Your Patent Have Left?  Discussions will include current issues in patent term adjustment (PTA) and patent term extension (PTE); the changes to PTA calculation brought about by the America Invents Act (AIA) and by recent court decisions such as Exelixis v. Kappos; the effect on PTE of recent court decisions; proposed changes to the calculation of PTA that are being considered in pending legislation, such as the Goodlatte bill; and strategies for maximizing PTA and PTE in light of all these changes.

Jim Kelley, Eli Lilly, Indianapolis, IN

Robert Ashbrook, Dechert, LLP, Philadelphia, PA

C2. Copyright Law/Standards and Open Source (Joint Session) (120 minutes of CLE Requested)

Washington Room - 3rd floor

Open Source Community vs. Commercial Client IP Needs—Risks & Opportunities

Moderator: Michael Atlass, Qualcomm Technologies, Inc, San Diego, CA (Paper)

Philosophy, History and Ecosystem of Open Source Communities

John Lyon, Thomas Horstemeyer, LLP, Atlanta, GA (Bio, Paper)

Open Source Licenses: Working with Clients and Dealing with Remediation Issues

Cliff Allen, Microsoft Corporation, Redmond, WA (Paper, Slides)

Dissecting Open Source Licensing Risks in Linking Code

Terry Ilardi, IBM Corporation, Armonk, NY (Slides)

C3. Patent Law/Patent Litigation (Joint Session) (120 Minutes of CLE Requested)

Commonwealth Hall C–D - 2nd floor

Patent Reform Legislation

Patent reform legislation has been introduced in Congress by Representative Goodlatte and others to deal with the so-called “patent troll” issue.  An esteemed panel of speakers from industry, private practice and academia will summarize various provisions of the recent patent reform legislation and will discuss how it may impact your practice.  Hear a moderated discussion on whether provisions of the patent reform legislation will be able to curb “patent troll” practices and whether they may have unintended consequences on companies trying to enforce their patents or defend themselves against patent infringement claims.

Moderator: Barbara A. Fiacco, Foley Hoag LLP, Boston, MA (Bio)

David J. Kappos, Cravath Swaine & Moore, LLP, New York, NY (Bio, Paper)

Kevin H. Rhodes, 3M Innovative Properties Company, St. Paul, MN (Bio, Paper)

Professor R. Polk Wagner, University of Pennsylvania Law School, Philadelphia, PA

Scott J. Pivnick, Alston & Bird, LLP, Washington, DC (Bio, Paper)


Saturday Session Materials, May 16

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

Millennium Hall - 2nd floor

9:00 – 10:45 am Mid-Year Case Law in Review

kModerator: Kathlyn Card Beckles, JPMorgan Chase & Co., New York, NY


Alan Albright, Sutherland Asbill & Brennan, LLP, Atlanta, GA (Bio, Paper, Slides


Heather L. Heft, Donovan & Yee, LLP, New York, NY (Bio, Paper, Slides)


Daralyn J. Durie, Durie Tangri, San Francisco, CA (Bio, Paper)

Trade Secrets

Matthew B. McFarlane, Robins Kaplan Miller & Ciresi, LLP, New York, NY (Bio, Paper, Slides)

10:45 – 11:00 am Panel Discussion

11:00 am – 12:00 pm Ethical Pitfalls with Attorney Use of  Social Media

Professor Cynthia L. Dahl, University of Pennsylvania Law School, Philadelphia, PA (Bio, Paper, Slides)