Register Online at www.pli.edu or Call (800) 260-4PLI

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• Identifying the IP a business should own and how to monetize these assets

• Entering strategic alliances and engaging joint venture partners

• Administering and financing an effective enforcement program

• Due diligence tips and licensing practice points for copyright,trademark, and patent attorneys

• Maximizing the value of intellectual property assets

• The role of social media in transactions

• New Topic! Special issues for copyright and trademark attorneys

Special Feature! Earn one full hour of ethics credit!

This is an approved New York transitional program

IP Issues in BusinessTransactions 2013New York City, January 3-4, 2013

San Francisco, February 28-March 1, 2013

Live Webcast, February 28-March 1, 2013 — www.pli.edu

Satisfy Your CLE, CPE and CPD Requirements!

Reserve your place today, call (800) 260-4PLI.

Why You Should AttendThis comprehensive program will provide an in-depth understanding of intellectual property issues that arise incorporate transactions, including the strategic role of intellectual property in a company and the many uniqueconsiderations that come into play. Learn how to assess intellectual property as a strategic asset and how toevaluate opportunities to monetize IP while avoiding costly missteps. Other essential topics addressed include IPportfolio review and management, licensing, valuation, and enforcement. An expert faculty with years of experiencewill also review joint development, bankruptcy, tax, and due diligence issues and provide practical guidance youcan rely on daily. Covering issues that may arise across patent, trademark, and copyright law, this program is amust for all IP transactional attorneys.

What You Will Learn• Identifying the IP a business should own and how to monetize these assets

• Entering strategic alliances and engaging joint venture partners

• Strategies for licensing of intellectual property assets

• Due diligence tips and practice points

• Maximizing the value of intellectual property assets

• Licensing considerations in a bankruptcy context

• The role of social media in transactions

• New Topic! Special issues for copyright and trademark attorneys

• Special Feature! Earn one full hour of ethics credit!

And so much more!

Who Should AttendThis program is designed for corporate counsel, intellectual property attorneys, corporate attorneys, intellectualproperty asset managers, and others who need to know how to identify and address key intellectual propertyissues that arise in corporate transactions.

PLI’s Nationally Acclaimed Course HandbooksThe Course Handbook for this program is now available online to all attendees!

If you would like to review the material or prepare questions for faculty ahead of time, login to www.pli.edu and go to My Online Library and click on the Course Materials tab. You will find the Course Handbook there several days prior to the program. You will have access to the Course Handbook for one year from the program date. Please note: If you should cancel or not be able to attend the program for any reason, the online version of the Course Handbook will no longer be available to you.

All attendees at the live program and Groupcast locations will also receive a copy of the Course Handbook, either in one bound volume or on a flash drive. The Course Handbook is prepared specifically for this program and also stands alone as a permanent reference. PLI’s Course Handbooks represent the definitive thinking of the nation’s finest legal minds, and are considered the standard reference in the field.

IP Issues in BusinessTransactions 2013New York City, January 3-4, 2013

San Francisco, February 28-March 1, 2013

Live Webcast, February 28-March 1, 2013 — www.pli.edu

Andrew BaumFoley & Lardner LLPNew York City

Kenneth K. ChoKim & ChangSeoul, South Korea

Judith L. ChurchDebevoise & Plimpton LLPNew York City

Debra A. DandeneauWeil, Gotshal & Manges LLPNew York City

J. William DantzlerWhite & Case LLPNew York City

Carolyn EdgarVice President and

Legal CounselEstee LauderNew York City

Alfred R. FabricantDickstein Shapiro LLPNew York City

Melvin C. GarnerLeason Ellis LLPWhite Plains, New York

Angela J. Grayson Senior Counsel, Intellectual

Property LitigationE.I. du Pont de Nemours

and CompanyWilmington, Delaware

Seth H. JacobsAssistant General CounselPfizer, Inc.New York City

Clark W. LackertDickstein Shapiro LLPNew York City

Eleanor M. Lackman Cowan DeBaets Abrahams &

Sheppard LLPNew York City

Jeffrey D. OstermanWeil, Gotshal & Manges LLPNew York City

Jonathan M. Seiden Vice President, Director of

Intellectual PropertyCORE Media Group Inc.New York City

Holly K. Towle K&L Gates LLPSeattle

Gail H. ZarickWatson Site IP Counsel,

TJ Watson Research CenterIBM CorporationSomers, New York

F A C U L T Y

Program Attorney: Seema Lal Meehan

Co-Chair: Eric A. PragerK&L Gates LLPNew York City

NEW YORK CITY

Steven I. WeisburdDickstein Shapiro LLPNew York City

Linda E. CarlisleWhite & Case LLPWashington, D.C.

Mary A. FullerExecutive Director and

Associate General Counsel, IP

Maxim Integrated Products, Inc.

Sunnyvale, California

Beth M. Goldman Orrick, Herrington &

Sutcliffe LLPSan Francisco

Marjorie M. GouxSenior Corporate CounselThe Clorox CompanyOakland, California

Heidi L. KeefeCooley LLPPalo Alto

Stanton J. LovenworthO’Melveny & Myers LLPNew York City

Christian H. NadanSenior Director, Legal Services

& Corporate SecretaryActian CorporationRedwood City, California

E. Lynn PerryPerry IP GroupLarkspur, California

Devang ShahAssociate General CounselZynga Inc.San Francisco

David M. SimonFormer Chief Patent CounselIntel CorporationSanta Clara, California

Katherine C. Spelman Cobalt LLPBerkeley, California

Felix S. Sterling Trend Micro IncorporatedCupertino, California

Philip StraussDirector, Forensic

Technology ServicesKPMG LLPSan Francisco

Michael A. TomasuloDickstein Shapiro LLPLos Angeles

Suzzanne UhlandO’Melveny & Myers LLPSan Francisco

Mark A. ValettiSenior Patent CounselTexas Instruments IncorporatedPlano, Texas

Thomas F. VilleneuveGunderson Dettmer Stough

Villeneuve Franklin &Hachigian, LLP

Redwood City, California

Co-Chairs: Karen N. BallackWeil, Gotshal & Manges LLPRedwood Shores, California

SAN FRANCISCO AND LIVE WEBCAST

Dr. Lothar DetermannBaker & McKenzie LLPSan Francisco

Program Series Chair:

Morning Session: 9:00 a.m. – 1:00 p.m.

9:00Opening Remarks and Introduction

9:15Designing, Creating, and Pruning an IP Portfolio• Identifying the business case and creating an

IP value chain• Managing IP as a strategic, and not just legal, asset• Dealing with non-core assets• Acquiring and selling off IP • Acquisition of a business versus acquisition of its IP only• Which rights must you obtain to achieve your

business goals? • Packaging several assets together for sale• Confidentiality issues• Anti-troll collectives for purchasing IPNYC: Melvin C. Garner, Gail H. Zarick SF & WEB: Karen N. Ballack, Mark A. Valetti

10:30 Networking Break

10:45Implementing an IP Licensing Program• Selecting the IP to license• Assessing business objectives, including protection

of market share, price advantage in competition, and revenue generation

• The process, the license, and setting appropriate goals• Using litigation to encourage infringers to

become licenseesNYC: Alfred R. FabricantSF & WEB: Mary A. Fuller

11:45Special Issues in Copyright and Trademark Law• First sale doctrine• Cloud computing and open source issues• DMCA exemptions• Contributory liability in copyright and trademark law• Merchandising programs• Key word advertising issues • User-generated content issues• Clearing, searching, and monitoring trademarks• Mergers and acquisitions riskNYC: Andrew Baum, Clark W. LackertSF & WEB: Lothar Determann, Beth M. Goldman

1:00 Lunch

Afternoon Session: 2:15 p.m. – 4:45 p.m.

2:15IP Licensing IssuesA panel of experts across copyright, trademark, and patent practice areas will address important licensing considerations.• Understanding the business case– Business goals and what IP is necessary to achievethese goals

– Timelines for the business– Protecting against negative scenarios

• Licensing issues– Payment terms– Term of the license– Grant back provisions– Cross licenses– First sale issues– Sublicensing and assignability– Quality control– Issues raised by e-commerce and social media

NYC: Moderator: Steven I. WeisburdPanelists: Kenneth K. Cho

Eleanor M. LackmanJonathan M. Seiden

SF & WEB: Moderator: Michael A. TomasuloPanelists: Christian H. Nadan

E. Lynn Perry Thomas F. Villeneuve

3:30 Networking Break

3:45Shared or Jointly Developed IP• How collaboration with another company creates

new business opportunities• Joint ventures versus strategic alliances• Using newly created IP: Rights of partners and/or collaborators

• Business dissolution and resulting IP ownership issues NYC: Angela J. Grayson SF & WEB: Philip Strauss

4:45 Adjourn

PROGRAM SCHEDULEDay One: 9:00 a.m. – 4:45 p.m.

What Past Attendees Have Said“This was a great two-day seminar, carefullyplanned and executed.”– Lawrence M. Powers, Powers and Company

“This was the best CLE seminar I have ever attended.”– Marc Summers, New York City

“Nice program.”– Melissa Anyetei, Mayer Brown LLP

Morning Session: 9:00 a.m. – 12:15 p.m.

9:00IP Issues for In-House Counsel• Managing solicited and unsolicited proposals • Non-disclosure agreements and invention

assignment agreements • Independent contractors, works for hire

(and other common misunderstandings)• Compliance with licensesNYC: Carolyn EdgarSF & WEB: Felix S. Sterling

10:00Tax Issues in IP Transactions• What is “IP” from a tax perspective?• What are the different interests in IP for tax purposes? • What tax issues arise in deducting the costs

of developing IP?• What are the tax issues in buying, selling,

and licensing IP?• Special issues in international IP transactions• Case Study — Google Double Irish Dutch

Sandwich Structure• Case Study — Microsoft Corporation R&D

Cost-Sharing AgreementsNYC: J. William DantzlerSF & WEB: Linda E. Carlisle

11:00 Networking Break

11:15Licensing and Bankruptcy Issues in IP Transactions• How might a licensee preserve its rights following

a licensor’s bankruptcy filing?• Implementing structural solution (such as assignment

and license back) or source code escrows in the context of a potential licensor bankruptcy

• Ability of IP licensor to terminate license agreement orprevent assumption or assignment of license agreementfollowing a licensee’s bankruptcy filing

• Drafting recommendations for licensors and licensees• Acquiring IP from bankrupt and other distressed sellersNYC: Debra A. Dandeneau, Jeffrey D. OstermanSF & WEB: Stanton J. Lovenworth, Suzzanne Uhland

12:15 Lunch

Afternoon Session: 1:30 p.m. – 5:00 p.m.

1:30Due Diligence of IP AssetsA panel of experts will address due diligence issues as they relate to copyright, trademark, and patent practice areas.• Understanding the business case – Why is the client doing the deal?– What is important to the deal and what are the potential IP risks?

• The due diligence plan – Time constraints – Developing a plan to prioritize review of IP issues – Identifying sources to be interviewed and outsidesources for additional information related to the IP

• Litigation review• Contract reviewNYC: Moderator: Steven I. Weisburd

Panelists: Judith L. ChurchSeth H. Jacobs

SF & WEB: Moderator: Michael A. Tomasulo Panelists: Marjorie M. Goux

Katherine C. Spelman Mark A. Valetti

2:45IP Transactions Concerning Data, Social Media, and Online Assets• Data: What is it legally? Who owns it? How can

it be transferred? What special risks does it pose?• E-Activities – what business activities call

for new entries on the due diligence checklist (e.g., social media, e-contracting, e-communicating)?

• What kinds of changes should be made to standard acquisition agreements?

• What other types of agreements implicate these issues?NYC: Holly K. TowleSF & WEB: Devang Shah

3:45 Networking Break

4:00Common Ethics Issues in IP Transactions• Potential unlicensed practice of law • Ethical obligations relating to non-clients• When are conflicts unwaivable? • Attorney misconduct and duty to report NYC: Eric A. PragerSF & WEB: Heidi L. Keefe, David M. Simon

5:00 Adjourn

Please plan to arrive with enough time to register before the conference begins. A networking breakfast will be available upon your arrival.

Day Two: 9:00 a.m. – 5:00 p.m.

Live Webcast at www.pli.eduThe San Francisco session of this program is available live via the web at www.pli.edu:

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