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Price: $749
Lunch will be provided during the first hour of the course on Saturday and the last hour on Sunday.
The Certified Licensing Professional (CLP) credential in intellectual property licensing and commercialization is a valuable career asset. This certification indicates to clients, colleagues and potential employers that you have advanced experience and qualifications in key identified subject areas. This course will provide you with a high-level overview of the major performance domains and content that you may see in your CLP exam so that you feel more prepared to take the certification exam. Applicants are strongly encouraged to fully prepare for taking the exam. For more information on the CLP Exam and ways to study, and to view a copy of the CLP Candidate Handbook, please visit the Certified Licensing Professionals, Inc.
Disclaimer: This course is not intended or meant to replace exam study and professional experience.
You will review the following topics:
Read more about the course here.
Instructors:
Mihaela D. Bojin, PhD, CLP, Senior Associate Director, University of Iowa Research Foundation
(LinkedIn)
Mihaela Bojin is a Senior Associate Director at the University of Iowa Research Foundation (UIRF). She has extensive expertise in intellectual capital management (licensing, business and intellectual property assessment, partnerships) in a variety of areas, such as pharmaceuticals, drug delivery, medical devices, and software.
Mihaela is a Certified Licensing Professional (CLP) and a registered patent agent with the U.S. Patent and Trademark Office. Since 2020, she has been included in the IAM Strategy 300, an elite global group of IP strategists.
Prior to joining UIRF, Mihaela was a patent agent at a New York City Intellectual Property Practice Group, an assistant professor on tenure track at the City University of New York, and a postdoctoral scholar at the University of California, Davis, and at New York University. Mihaela holds a PhD in Theoretical Chemistry from Cornell University, and a BSc in Chemistry from University of Bucharest, Romania.
Jonathon K. Hance, Esq., CLP, Partner, Bracewell LLC
(LinkedIn)
Jonathon Hance is both a litigator and an intellectual property lawyer. As a litigator, Jonathon is at home in the court room, where he represents both plaintiffs and defendants and works hard to enforce his clients’ intellectual property rights and data confidentiality rights, to protect his clients’ brands, to bring value to his clients in the restructuring context, and to resolve complex commercial disputes in the design and construction, real estate, energy, healthcare, and technology industries.
Graham Rogers, CLP, Partner, Eisner Advisory Group LLC
(LinkedIn)
Graham Rogers is a Principal in the Forensic, Litigation, and Valuation Services. His professional career spans more than 30 years. For more than 20 of these years, Graham has been assisting clients with their intellectual property needs. He has been retained as an expert to determine economic damages in a variety of litigation matters including patent infringement, trademark infringement, theft of trade secrets, and copyright infringement disputes. Graham has testified in several federal jurisdictions as well as various state courts.
Prior to joining EisnerAmper, Graham operated his own firm, for more than nine years. Prior to that, Graham held senior leadership positions at national and regional accounting firms. While at these firms, Graham assisted clients with their litigation support and valuation needs. His prior experience has provided him the practical foundation (economic modeling, discovery assistance, financial statement review and industry/market research) required to successfully handle expert witness needs, valuation matters, and intellectual asset management needs.
Paul Stewart, CLP, Managing Director, PASCO Ventures LLC
(LinkedIn)
Paul A. Stewart is a Past President & Chair of the Board of Governors of the Certified Licensing Professionals organization, and is listed in the 2023 edition of Intellectual Asset Management magazine’s “IAM Strategy 300: The World’s Leading IP Strategists.” Following a 25-year career at Eli Lilly and Company, and its animal health spin-out business Elanco, he retired from Lilly in 2012 and formed PASCO Ventures LLC to help a select group of clients with complex global licensing matters. Stewart is the inventor on US Patent 11,411,531 (titled “Cleaning Method for Solar Panels”). Stewart has done deals on all continents except Antarctica; he has a B.S. from Purdue University and an MBA from Harvard. He resides in the Denver area.
Lunch will be provided during the first hour of the course on Saturday and the last hour on Sunday.
Are you new to licensing, or looking to brush up on agreement drafting? Don’t miss this introductory course on Drafting Patent License Agreements (Hosted by Finnegan). Learn how to craft your own agreement, avoid ambiguity, and maintain consistency in terminology.
We will discuss different types of licenses, such as nonexclusive, exclusive, covenant not to sue, review field of use, cross, compulsory, and sublicenses. We will then focus on typical elements of an agreement: opening, grant clause, consideration, often disputed provisions, term and termination.
The class will conclude with a review of unpatented technology agreements.
Instructors:
Brian Kacedon, Partner, Finnegan, Henderson, Farabow, Garrett & Dunner, LLP
(LinkedIn)
Brian Kacedon is a recognized authority in IP transactions. He has drafted and negotiated hundreds of agreements across all technologies and is designated as a Certified Licensing Professional (CLP). Brian has also successfully litigated multiple lawsuits and arbitrations based on his extensive transactional experience.
Brian focuses on patent and technology licensing and litigation. In his transactional practice, Brian assists clients in conducting market assessments for their patents, conducts licensing negotiations, drafts licensing agreements, and participates in related litigations. He routinely negotiates and drafts complex license and collaboration agreements for both small and large pharmaceutical companies, many with total payments of hundreds of millions of dollars. Brian’s experience includes setting up and directing international patent licensing and enforcement programs, including one that resulted in more than 500 license agreements. One client praised Brian’s ability to see both the legal and business side of transactions, saying he has an understanding of those laws in concert with what [our] business needs are in Acritas Stars.
Malcolm Meeks, Of Counsel, Finnegan, Henderson, Farabow, Garrett & Dunner, LLP
(LinkedIn)
Malcolm Meeks has over 24 years of experience in all phases of patent law, including complex litigation, portfolio management, and licensing. Through living in Germany and France and serving as in-house patent counsel for German and French corporations, Malcolm has exceptional insights into international implications of intellectual property strategy as well as an understanding of IP’s impact on corporate risk planning, product development, and overall business strategy. He works with a wide range of technologies related to telecommunications, semiconductors, aerospace, cybersecurity, energy, consumer goods, and automotive.
Nishla Keiser, Partner, Finnegan, Henderson, Farabow, Garrett & Dunner, LLP
(LinkedIn)
Nishla Keiser, Ph.D., focuses on strategic intellectual property counseling, patent litigation, and transactions in the biotechnology, pharmaceutical, and chemical areas. She brings extensive in-house experience to her counseling and transactions practice through her more than eight years spent at small and mid-stage biotechnology companies in various roles, including executive leadership positions. Nishla advises clients on complex IP matters and has a deep understanding of how IP impacts overall business risk, transactions, fundraising, and decision-making.
Price:
Lunch will be provided during the last hour of the course.
This course will build on standard clauses discussed in the Mechanics of a License course, and examine less common, but very useful, terms that can be included in license agreements. The insights provided in this class, including the nuances of when and how to use these provisions, can help you negotiate strong and enduring license agreements.
You will learn the following topics:
Read more about the course here.
Instructors:
Louise Levien, Executive Director, Licensing Executives Society (U.S.A. and Canada), Inc.
(LinkedIn)
Louise Levien has a PhD in Geochemistry and worked for 35+ years for ExxonMobil Upstream Research before retiring. She spent the first third of her career as a research scientist, the middle third as a supervisor and in various planning roles and the final third in the IP & licensing group. In that role, she often acted as the liaison between scientists and attorneys, as well as between ExxonMobil and companies or Technology Transfer Offices. During that time, she negotiated hundreds of agreements with IP terms, earned the CLP designation, and became the inventor of two patents. Since retirement, she has done some consulting work, but mostly volunteered.
She is on the Board of Directors and an active instructor for LES, a venture mentor for MD Anderson and the Univ. of TX, a mentor for the Woman’s Launchpad at Brown University and a marketing volunteer for College Money Matters.
Karthika Perumal, Partner, Womble Bond Dickinson (US) LLP
(LinkedIn)
Karthika Perumal is a Technology Transactions Partner with Womble Bond Dickinson (US) LLP. Karthika’s practice involves all aspects of technology law with an emphasis on the protection, acquisition, and monetization of intellectual property. She advises clients on patent and transactional matters in the energy and healthcare sectors across a wide range of technologies. She leverages her background in scientific research and technology transfer to help clients meet their business objectives at every stage of product development. Karthika handles a variety of transactions, including multiparty collaborations, joint ventures, manufacturing, supply, distribution, and software development, service, and support agreements. She has developed commercialization strategies for several technologies, and participated in the structuring and financing of six startup companies for various pharmaceutical, medical device, and informatics products.
Karthika has a Ph.D. in Pharmacology from the Baylor College of Medicine and a JD from the University of Houston Law Center. She has been recognized by Texas Super Lawyers® as a Rising Star in Intellectual Property for 2018-2021. Karthika serves on the Board of Directors of the Licensing Executives Society (USA & Canada) and also serves as the Secretary of the Honorable Nancy Atlas Inn of Court. Karthika was also part of the Leadership Council on Legal Diversity (LCLD) Fellows class of 2020.
Price:
Lunch will be provided during the last hour of the course.
This course builds on concepts introduced in our IP Negotiation Basics course, bringing your awareness and skills to the next level. This level goes deeper into tactics used and abused, and how to leverage interests through effective communication to drive mutually agreeable positions. Understanding these nuances is part and parcel of the art of negotiating effective, win-win license deals. Take your next step in your journey to becoming a master negotiator.
You will learn the following topics:
Read more about the course here.
Instructors:
Gillian Fenton, CLP, Special Counsel, GSK
(LinkedIn)
Gillian M. Fenton, Esq., CLP has been a member of the Licensing Executives Society (USA & Canada) since 1992 and served as the society President in 2020-2021. Gillian’s contributions to LES and to the field of licensing were recognized with the society’s Frank Barnes Award in October 2022. She is presently a member of the LES Public Policy Committee and is a volunteer instructor in LES educational courses.
Gillian is presently Special Counsel for Innovation and Government Collaborations at GSK. Her practice includes a wide variety of business development transactions, R&D collaborations and nondilutive funding agreements with U.S. Government entities (NIH/NIAID, BARDA, CARB-X and DARPA), all in support of GSK’s vaccines pipeline and platform technologies. Prior to joining GSK, Gillian was VP, Associate General Counsel & Chief Intellectual Property Counsel at Emergent BioSolutions Inc., where she founded the IP department and supported all IP aspects of the company’s IPO and subsequent 9 years of growth through M&A in the vaccines, biodefense, and global health fields. Gillian also spent over ten years in private practice at law firms in Boston, MA and Washington, DC.
Sam Mercer, Consultant and President, Vancouver Island Life Sciences (VILS)
(LinkedIn)
Samuel Mercer has over 20 years of global pharmaceutical development experience, previously managing external agreements and outsourcing in the areas of multinational clinical trials, IT and scientific consulting, academic alliances, and pharma licensing, and negotiating directly over USD 600 million in varied external agreements for both Roche and Novartis in Basel, Switzerland. Prior to this, he managed proposals, contracts, and business development at several global contract research organizations in the UK and US. More recently, he is a management consultant, interim executive, board member, and advisor to a number of biotechnology and software/tech startups. His focus is on technology and IP development, clinical trial strategy, financial modelling, startup-company strategy and funding, and negotiating and managing of complex business agreements.
Price:
Lunch will be provided during the course.
This course will present an overview of IP valuation for non-valuation professionals. The course covers at a high level the premises and definitions of IP value, and dives deeply into implementation through the application of the three primary IP valuation approaches: market, income, and cost. The valuation approaches discussion focuses on how to select the most sable suitable approach, sources of data for implementing each approach, implementation steps and calculations, and review and benchmarking of valuation results. We incorporate many examples and hands-on group and individual exercises, while also providing ways to assess risk and tools to incorporate risk into the value assessments. The course also includes a section on brand valuation, and a discussion of important current events impacting IP valuation.
You will learn the following topics:
Read more about the course here.
Instructors:
Efrat Kasznik, President, Foresight Valuation Group
(LinkedIn)
Efrat Kasznik is President of Foresight Valuation Group and a Lecturer at the Stanford Graduate School of Business. Ms. Kasznik is a Silicon-Valley based IP valuation and strategy expert with over 25 years of consulting experience, focused on assisting IP holders, ranging in size from Fortune 100 companies to start-ups, with IP and business valuations in support of licensing deals, IP and technology acquisitions, M&A transactions, financial reporting, strategic planning, and fundraising. She frequently serves as a testifying expert in disputes involving IP and startup valuations and damages.
Ms. Kasznik currently serves as an LES USA-Canada Board member; she previously served as Chair of the High-Tech Sector (2019-2020), and Chair of the Valuation Committee (2021-2022). She is also currently Chair of the LES Silicon Valley Chapter. Ms. Kasznik has been recognized as one of the top IP strategists in the world by IAM 300 every year since 2013. Throughout her career, Ms. Kasznik has also served as co-founder and adviser to several start-ups, and currently serves on the advisory boards of several start-ups, accelerators and venture funds in the United States, Europe, Asia and Israel.
Ms. Kasznik holds an MBA from the Haas School of Business at the University of California, Berkeley and a BA in accounting and economics from the Hebrew University, Jerusalem.
Sam Wiley, VP of Thought Leadership and Partnerships, LOT Network
(LinkedIn)
Sam Wiley joined LOT Network in 2023 to lead LOT’s thought leadership and partnerships initiatives. In his IP career, he has examined patents with the USPTO, testified in Federal court on the value of IP, and advised clients ranging from Fortune 100 multinational companies to boutique law firms on implementing technologies that streamline IP operations and provide critical decision support on innovation strategy.
He has presented on IP and innovation topics across North America, Europe, and Asia, and is the Chair of the Licensing Executives Society Valuation and Pricing Committee.
Sam holds an undergraduate degree in computer science from New Mexico State University, as well as a Juris Doctor and a master’s degree in accounting from the University of Arizona.
Lynn Dudinsky, Vice President, Foresight Valuation Group
(LinkedIn)
Lynn Dudinsky is Vice President of Foresight Valuation Group, an IP valuation, strategy, and economic consulting firm, where he has worked for the past decade to support clients in their development of an active approach to managing their intangible assets. Mr. Dudinsky’s work encompasses all areas where intellectual property and technology valuation is needed and has included M&A support, Investor/Startup support, Litigation services and Digital Asset valuations such as cryptocurrencies and other blockchain technologies.
Prior to joining Foresight, Mr. Dudinsky worked for the patenting group of Samsung Research America in Silicon Valley, where he converted inventions originating from the Samsung scientists into intellectual property filings for Samsung, while interacting with cutting edge technology, many of which was in the wearable, software and IoT space. He also drafted patent applications and interacted with the USPTO while working for a patent prosecution firm during his time at Santa Clara School of Law.
Mr. Dudinsky holds an undergraduate degree in biology from Millsaps College, conducted his master’s research in molecular biology and genetics at Texas A&M University as well as a Juris Doctor from Santa Clara University.
Jennifer Vanderhart, PhD, Managing Director, Secretariat
(LinkedIn)
Jennifer is a Managing Director at Secretariat. As a Ph.D. Economist based in Washington, D.C., she provides a range of services, including litigation support services and economic consulting. Dr. Vanderhart has more than 25 years’ experience in the evaluation and quantification of economic damages including claims arising from patent, copyright and trademark infringement, trade secret misappropriation, and contract disputes. She has also assisted companies in patent and trademark licensing negotiations, royalty investigations and calculations, and intellectual property asset valuations.
Jennifer has published on the subjects of valuation, damages, and intellectual property, and frequently speaks on these topics at conferences and lectures. She is listed in the IAM Patent 1000 and has been recognized in Who’s Who Legal as a Thought Leader in the area Quantum of Damages.
