IP Strategy Innovation Summit Enabling Sustained Capability

October 28 & 29, 2015 Hilton Boston Back Bay, Boston

ie.

Confirmed Speakers !1

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Confirmed Speakers• Senior IP Counsel, Cargill

• Head, IP & Litigation, Spotify

• Partner, Bookoff McAndrews

• Senior IP Counsel, Philips

• Assistant General Counsel, Hershey's

• Chief IP Counsel, General Mills

• Chief IP Counsel, Avon Cosmetics

• Executive IP Counsel, Boehringer Ingelheim

• Chief IP Officer, ABB

• Chief IP Counsel, Brady Corporation

• VP, IP Management, JP Morgan

• Global Senior Manager, IP Strategy, BASF

• Senior Corporate Counsel, The Home Depot

• Associate General Counsel, IP, Genus

• Chief IP Counsel, Bose

• Chief Operating Officer, Dennemeyer Group

• General Counsel, Foursquare

• VP, IP, Manitowoc

Previous Delegates

• Senior Corporate Counsel, Clorox

• Senior IP Strategist, HP

• VP, IP Managerment, JP Morgan Chase

• VP, Patent Strategy, Rovi

• Manager, IP, P&G

Who Will You Meet?There is no question that IE. provides the gold standard events in the industry and will connect you with key decision makers and thought leaders in the market. You will be meeting senior level executives from major corporations and innovative small to medium size companies.

Job Title Of Attendees

President /Principal

SVP/VP

C-Level

Snr. Director /Director

Global Head / Head

Snr. Manager /Manager

Academic (1%)

78%

Company Size Of Attendees

8%

11%

25%56%

1000+ Employees300-999 Employees50-299 EmployeesLess than 49 Employees

81% Attendees are

companies with at least 300 employees

3%

21%

12%

42%

13%

8%

Attendees are at Director level or above

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The IP Strategy Innovation summit brings together IP leaders from the world's most reputable companies for 2 days of interactive learning and unparalleled networking opportunities. Reinvigorate your business with fresh ideas, meet industry pioneers and discover how to deliver breakthrough results.

Bridge the gap between the intellectual property and innovation departments and learn how to building sustained capability!

This event is for IP Strategists & Intellectual Asset Managers, General Counsel and Legal Office. All professionals working in areas of Innovation, R&D, Intellectual Property & Capital.

Register now to secure your place!

About The Summit

Speaker Information

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Dinesh Melwani works with clients to develop strategies that protect their innovative technologies. He has extensive experience managing the patent portfolios for corporations of all sizes. In addition, he assists clients evaluate potential acquisitions, conduct due diligence investigations, and license their technologies. He also is experienced in U.S. district court litigation, European Patent Office opposition proceedings, and contentious proceedings before the U.S. Patent & Trademark Office (USPTO), including interference and post-issuance proceedings. Mr. Melwani’s technical experience encompasses mechanical, electro-mechanical, medical device, business analytics, e-commerce, mHealth, healthcare IT, consumer electronics, financial products, home automation, and Web-based technologies.

Challenging Patents: Lessons Learned from Post-Issuance Proceedings and Litigation Strategies

Dinesh Melwani & Les Bookoff will discuss the interplay between United States Patent & Trademark Office (USPTO) post-issuance proceedings and Federal Court patent litigation. He will highlight the options available at the USPTO for challenging patents, lessons learned from recent proceedings, and patent owner and petitioner strategies for success. The discussion also will address concurrent litigation practice. In particular, the presenter will highlight considerations and strategies for challenging patents across multiple venues.

Dinesh Melwani Partner Bookoff McAndrews

Brian Chase is general counsel for Foursquare. Prior to joining Foursquare, Brian was an attorney at the law firm Gunderson, Dettmer, Stough, Villeneuve, Franklin & Hachigian, LLP where he represented a broad range of companies in the areas of corporate partnering, strategic alliances, intellectual property and technology protection, privacy, advertising, and licensing and commercialization of intellectual property and technology assets. Brian is a graduate of the University of Utah and Boston University School of Law, Cum Laude. Brian serves as a member of the Future of Privacy Forum’s Advisory Board.

IP Strategy in a Start Up

The ownership and protection of technology, trademarks and other intellectual property is very important for today's start-ups to establish and preserve their value. However, many founders are not aware of the importance, or if they are aware, are not informed on the proper steps to establish clear ownership of their ideas, information, trademarks and logos and how to enforce their rights, so they often inadvertently leave their IP unprotected. This oversight leaves them at risk for competition and jeopardizes future funding, partnerships and opportunities to be acquired.

Brian Chase General Counsel Foursquare

Speaker Information !4

Timothy X. Witkowski is Executive Director & Executive Counsel, Intellectual Property, for Boehringer Ingelheim USA Corporation based in Ridgefield, CT, and has two decades of experience practicing IP law in private practice and as an in-house counsel with increasing levels of responsibility. He has a comprehensive expertise in product exclusivity matters relevant to pharmaceutical, healthcare, and life sciences companies, particularly litigation, patent procurement and estate development, FDA regulatory matters, business development including patent licensing and transactions, and trademark procurement and enforcement.

Product Exclusivity Strategy for the Life Sciences: Why it is Essential to Consider More than Just Patents to Protect Your Products

The life sciences are often considered the epitome of a highly regulated industry as pharmaceuticals, biologics, and medical devices have comprehensive legal and regulatory schemes that are unique to them. Although patents are the backbone of most product exclusivity efforts in the life sciences, patents are properly only elements of an overall product exclusivity strategy.Creating such an optimized product exclusivity strategy is exceptionally challenging and requires the patent attorney take a holistic approach to the task of maximizing ROI for the product by considering multiple factors outside of patent procurement.

Timothy Witkowski Executive IP Counsel Boehringer Ingelheim

If you are interested in participating as a speaker / panelist, or would like to lead a workshop / deep-dive discussion session, please contact:

Rebecca Thomson 415 871 0484

rthomson@theiegroup.com

Hongming Liu is a legal counsel with Nokia Technologies, a business group of Nokia Corporation, which also includes HERE and Nokia Networks. At Nokia Technologies, Hongming’s primary function is patent portfolio management and invention harvesting. Prior to joining the team at Nokia Technologies, Hongming worked as a software developer and software architect. Hongming has taught graduate and undergraduate computer science and software engineering courses at DePaul University. Hongming received his juris doctorate and doctorate in Computer Science from DePaul University, and his undergraduate degree from University of Science and Technology of China.

Software Development & Patenting

Software development is a highly dynamic and innovative activity. However, it is a challenge to extract inventions out of the day to day development activities. The reasons are twofold. First, there is the legal uncertainty of software patenting. Second, software development is highly incremental and interrelated which makes it hard to identify the real inventions. The idiosyncrasies of software p a t e n t a n d s o f t w a r e d e v e l o p m e n t m a ke t h e communication between software engineers and in-house counsel ever more important. Hongming will share his experiences in utilizing the Agile process adopted in software development to facilitate invention harvesting.

Hongming Liu Senior IP Specialist Boehringer Ingelheim

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Building a Strategy for Intellectual Property

This panel will look at building a strategy for intellectual property, and incorporating the legal department into the corporate functions.

Timothy X. Witkowski is Executive Director & Executive Counsel, Intellectual Property, for Boehringer Ingelheim USA Corporation based in Ridgefield, CT, and has two decades of experience practicing IP law in private practice and as an in-house counsel with increasing levels of responsibility. He has a comprehensive expertise in product exclusivity matters relevant to pharmaceutical, healthcare, and life sciences companies, particularly litigation, patent procurement and estate development, FDA regulatory matters, business development including patent licensing and transactions, and trademark procurement and enforcement.

Timothy Witkowski Executive IP Counsel Boehringer Ingelheim

Bruce Schelkopf is senior vice president, general counsel and chief IP officer for ABB. He is responsible for leading, developing and managing all aspects of the company’s innovative global IP operations and strategy. Mr Schelkopf has held numerous global leadership roles in law, business and technology, is a graduate of various engineering, business and legal programmes (with multiple degrees from Stanford University, Rutgers and Pennsylvania State University) and is also an adjunct professor of law at Indiana’s McKinney School of Law. He routinely speaks and counsels globally on successfully executing global IP strategies for competitive advantage, effecting exceptional returns on IP investment, and transforming to innovative global legal department operations. He is a practising inventor with patents pending and issued, and has received numerous global top industry awards.

Bruce Schelkopf Chief IP Officer ABB

Steven Wong is Senior IP Counsel at The Home Depot. He leads Home Depot’s global IP function, including portfolio development and strategy, clearance and landscape analysis, enforcement and defense, and transactional and licensing activities. Mr. Wong is also involved with mergers and acquisitions. Prior to joining Home Depot in 2012, Mr. Wong was a partner at an IP boutique law firm where he drafted and prosecuted patent applications. He holds a B.S. in computer science from The University of Texas at Austin and a J.D. from Texas Tech University School of Law.

Steven Wong Senior IP Counsel The Home Depot

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How Legal Can Help Build Relationships Between Corporations

This panel will look at how the legal department can help build relationships between corporations.

Lois Brommer Duquette is Associate General Counsel, Global IP & Regulatory at the Hershey Company. She joined Hershey in 1997. Lois manages a team with responsibility for all trademark, patent, copyright, trade secret, proprietary rights and regulatory matters for the Company. A wide variety of trademarks are included in the trademark portfolio that Lois has responsibility to protect. Lois has previously provided legal support to the Company in a variety of other areas including advertising and promotions, obesity, records retention, products liability and general commercial matters.

Lois Duquete Assistant General Counsel Hershey’s

William Miller if the Chief Intellectual Property Counsel at General Mills.

William Miller Chief IP Counsel General Mills

Chris Turoski is Senior Counsel for Cargill. Mr. Turoski leads a global team of lawyers and professionals, who create value through effectively managing the legal affairs of the business. He focuses on strategic intellectual asset management, strategic business alliances, and dispute resolution. Prior to joining Cargill, Mr. Turoski provided counseling on patent issues at the law firm of Foley & Lardner. He graduated from the University of Minnesota (Law) and the University of Wisconsin (Chemistry).

Chris Turoski Senior IP Counsel Cargill

!7 Panel Information

Is Patent Prosecution Worth It?

This panel will discuss whether patent prosecution is worth the resources.

Joseph Cagno is the Assistant Director of IP at Rockefeller University.

Joseph Cagno Assistant Director, IP Rockefeller University

Joan McGillycuddy is the Chief Intellectual Property Counsel at Avon.

Joan McGillycuddy Chief IP Counsel Avon

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How IP Strategy Can Be Incorporated Into the Innovation Strategy

This panel will look at the importance of aligning IP goals with the overall Innovation Strategy.

Michael LoCascio is the Global Senior Manager of Intellectual Property Strategy for BASF’s $8 Billion/year Catalyst Div is ion where he is responsible for implementing and overseeing IP management processes, developing patent strategies, and executing licenses and enforcement actions. Prior to his current position, he led the effort to develop the market entry and M&A strategy enabling BASF to expand into the medical device sector.

Michael LoCascio GSM, IP Strategy BASF

Thaddeus Stankowski is Associate General Counsel, Americas & Chief IP Counsel at the Brady Corporation. He joined Brady in 2008. Thadd is responsible for developing and maintaining a full-service legal function to comprehensively support the legal needs of Brady businesses operating in North and South America. At the same time, he is responsible for enterprise-wide IP strategy and global management of the Brady intellectual property portfolio and staff. In this unique role, Thadd integrates technology, legal risk management and business to influence and drive sustained company growth.

Thaddeus Stankowski Chief IP Counsel Brady Corporation

!9 Panel Information

Joined Panel - Open Innovation & Intellectual Property

This is a joined panel with the co-located Open Innovation Summit. It will look at integration of legal and innovation teams to support open innovation efforts.

Bruce Schelkopf is senior vice president, general counsel and chief IP officer for ABB. He is responsible for leading, developing and managing all aspects of the company’s innovative global IP operations and strategy. Mr Schelkopf has held numerous global leadership roles in law, business and technology, is a graduate of various engineering, business and legal programmes (with multiple degrees from Stanford University, Rutgers and Pennsylvania State University) and is also an adjunct professor of law at Indiana’s McKinney School of Law. He routinely speaks and counsels globally on successfully executing global IP strategies for competitive advantage, effecting exceptional returns on IP investment, and transforming to innovative global legal department operations. He is a practising inventor with patents pending and issued, and has received numerous global top industry awards.

Bruce Schelkopf Chief IP Officer ABB

John Ruckart is the Director of External Innovation at AT&T. In this role, he develops & manages external crowd-sourcing & open innovation initiativee, as well as PR, enterprise customer initiatives, & establishing new collaboration opportunities. John began his career at the Centre for Research & Education in Optics and Lasers at the University of Central Florida.

John Ruckart Director, External Innovation AT&T

Dr. Jan Jaferian is an international expert in intellectual asset management, innovation, and international business development. She has launched or revitalized businesses for Fortune 500 companies in the telecommunications, computer, electronics, and petrochemicals industries, enabling them to realize billions of dollars in revenue from licensing, strategic alliances, joint ventures, litigation settlements, spin-outs, and acquisitions. She is currently focused on the commercial foodservice industry as Vice President, Intellectual Property at Manitowoc. She held prior senior executive positions at Xerox, Lucent Technologies, Amoco and Digital Equipment Corporation. Dr. Jaferian earned her doctorate from Harvard Business School, with a focus on decision analytics.

Jan Jaferian Vice President, IP Manitowoc

!10 Panel Information

Global IP

This panel will look at the challenges presented by IP in global companies, including government regulations and the differences in product development.

Cassie Edgar is Associate General Counsel IP at Genus plc. Her legal career has focused on collaborating with businesses to achieve global growth and drive innovation by providing counsel across intellectual property, regulatory and corporate law. Cassie joined Genus in 2014 from DuPont Pioneer, where she served in research, legal and management roles including Director in the Agricultural Biotechnology group, Sr. Regulatory Counsel, and IP Counsel.

Cassie Edgar Associate General Counsel, IP Genus

Kevan Choset is Legal Counsel, Head of Intellectual Property and Litigation, at Spotify, the streaming music service. Kevan's work at Spotify includes intellectual property, privacy, consumer protection, data protection, employment, commercial, regulatory, and other areas of the law, and spans 58 countries. His current playlist of law-inspired songs can be found at http://spoti.fi/1hKe5tb. Prior to joining Spotify, Kevan worked at Viacom Media Networks and Davis Wright Tremaine. He is a graduate of Harvard College and Harvard Law School.

Kevan Choset Head of Litigation & IP Spotify

The Information

For larger groups or special requests contact Asad by calling +1 415 992 7589 or email adaud@theiegroup.com * Team discounts are applicable at the point of registration only.

IP Strategy Innovation Summit Date: October 28 & 29, 2015 City: Boston Venue: Hilton Boston Back Bay, 40 Dalton Street, Boston, MA, 02115 Reservation Link: Book Your Room Online Reservations by Phone: 1-617-236-1100 (quote ‘IEN’)

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Ways to Register+1 (415) 992 7589 +1 323 446 7673 Register Online Here

Silver Pass

$1495 Access to all sessions &

networking events 7 days access to presentations from the

summit via ieOnDemand

$1295 Early Bird Price (before Aug 28)

Diamond Pass

$1995 Access to all sessions, networking events, annual subscription to all

content on the Innovation & Strategy channels via ieOnDemand

$1795 Early Bird Price (before Aug 28)

Gold Pass

$1795 Access to all sessions, networking

events & unlimited access to presentations from the summit via

ieOnDemand

$1595 Early Bird Price (before Aug 28)

Registration Pricing

On-Demand

$600 Unlimited access to presentations from the summit via ieOnDemand,

including presentations, interviews & the ability to contact speakers

Access to IE. membership site to view the event

materials

Group Discount Offers 3 Silver Passes: $3000 ($1000 per attendee) 5 Silver Passes: $4500 ($900 per attendee) 3 Gold Passes: $3900 ($1300 per attendee) 5 Gold Passes: $6000 ($1200 per attendee) 3 Diamond Passes: $4500 ($1500 per attendee) 5 Diamond Passes: $7000 ($1400 per attendee)

1 Day Pass

$895 Full access to the sessions to your chosen day of the summit, 7 days

access to presentations from the summit via ieOnDemand

Access to IE. membership site to view the event

materials

AAA Pass

$2195 Full access to two summits

networking events, annual subscription to all content on the Innovation &

Strategy channels via ieOnDemand

Full access to IP Strategy Innovation & Open

Innovation Summits

NAME OF EACH ATTENDEE

TITLE OF EACH ATTENDEE DEPARTMENT

COMPANY INDUSTRY

ADDRESS CITY

STATE/PROVINCE ZIP/POSTAL CODE COUNTRY

EMAIL OF EACH ATTENDEE BUSINESS PHONE NUMBER

1. Delegate Information...

2. Pass Types...Early Bird Pass Options until August 28, 2015

Early Bird Silver: $1295 Attendees ____ Early Bird Gold: $1495 Attendees ____ Early Bird Diamond: $1795 Attendees ____

Regular Pass Options after August 28, 2015 Silver Pass: $1495 Attendees ____ Gold Pass: $1795 Attendees ____ Diamond Pass: $1995 Attendees ____ Access All Areas: $2195 Attendees ____ 1 Day Pass : $895 Attendees ____ On-Demand Pass : $600 Attendees ____

Group Discount Pass Options 3 Silver Passes $3000 ($1000 per attendee) 5 Silver Passes $4750 ($950 per attendee) 3 Gold Passes $3600 ($1200 per attendee) 5 Gold Passes $6250 ($1250 per attendee) 3 Diamond Passes $4200 ($1400 per attendee) 5 Diamond Passes $7250 ($1450 per attendee)

For larger groups or special requests contact Asad by calling +1 415 992 7589 or email adaud@theiegroup.com * Team discounts are applicable at the point of registration only.

Pass Descriptions: Silver Pass: Access to all sessions & networking events Gold Pass: Access to all sessions, networking events & unlimited access to the summit presentations via ieOnDemand Diamond Pass: Access to all sessions, networking events, annual subscription to all content on the Innovation, Strategy & Digital channels via ieOnDemand Access All Areas: Full access to IP Strategy & Open Innovation Summits, networking events, annual subscription to all content on the Innovation, Strategy & Digital channels via ieOnDemand

! Check (Make checks payable to The Innovation Enterprise Ltd) ! Invoice me

! Visa ! Diners Club! American Express! Mastercard ! Discover

CARD NUMBER EXPIRATION DATE SECURITY NO.

CARDHOLDERS NAME CARDHOLDER’S SIGNATURE

BILLING ADDRESS INDUSTRY

Prices are exclusive of VAT. Places are transferable without any charge to another Summit occurring within 12 months of the original purchase. Team discounts are applicable at the point of registration only. Any cancellations within a group registration will in turn incur an increase in registration fee for the remaining group participants. Cancellations before September 28, 2015 incur an administrative charge of 50%. If you cancel your registration after September 28, 2015 you will be charged the full fee. You must notify The Innovation Enterprise in writing of a cancellation, or you will be charged the full fee. The Innovation Enterprise reserve the right to make changes to the program without notice. NB: FULL PAYMENT MUST BE RECEIVED BEFORE THE EVENT.

Registration FormIP Strategy Innovation Summit October 28 & 29, 2015 | Hilton Boston Back Bay | Boston For registration or more information on the program, please call Asad on +1 415 992 7589 or email adaud@theiegroup.com or fax this registration form to +1 (323) 446 7673

3. Payment Options...

7Schedule

October 29Day Two

October 28Day One 08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

19.00

08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

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Networking Drinks 17.00 - 19.00

Session One 08.30 - 10.00

Coffee Break 10.00 - 10.30

Session Two 10.30 - 12.00

Lunch 12.00 - 13.30

Session Three 13.30 - 15.00

Coffee Break 15.00 - 15.30

Session Four 15.30 - 17.00

Session Five 08.30 - 10.00

Coffee Break 10.00 - 10.30

Session Six 10.30 - 12.00

Lunch 12.00 - 13.30

Coffee Break 15.00 - 15.30

Session Seven 13.30 - 15.00

Session Eight 15.30 - 17.00

Sponsors

For more information, contact Andrew at ataylor@theiegroup.com

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Bronze SponsorSilver Sponsor Exhibitor

Exhibitor Exhibitor Exhibitor

Previous SponsorExhibitor Previous Sponsor

2015 Calendar

CXO High Tech IP

R

ie.

April Expected Attendees Date200+ April 29 & 30, 2015

Open Innovation Summit London 100+ April 29 & 30, 2015May

200+ May 20 & 21, 2015JunePayments Innovation Summit San Francisco 100+ June 10 & 11, 2015

150+ June 17 & 18, 2015September

150+ September 16 & 17, 2015OctoberCorporate Venturing Summit San Francisco 100+ October 21 & 22, 2015

100+ October 21 & 22, 2015150+ October 21 & 22, 2015

IP Strategy Innovation Summit Boston 100+ October 28 & 29, 2015Open Innovation Summit Boston 150+ October 28 & 29, 2015November

150+ November 11 & 12, 2015Web Innovation Summit Beijing 100+ November 27 & 28, 2015December

350+ December 2 & 3, 2015

SponsorshipOpportunities

Giles Godwin-Brownggb@theiegroup.com

+1 (415) 692 5498 US+44 (207) 193 0386 UK

Delegate Invitations

Sean Foremansforeman@theiegroup.com

+1 (415) 692 5514 US+44 (207) 193 1655 UK

April Expected Attendees Date200+ April 30 & May 1, 2015

Open Innovation Summit London 100+ April 30 & May 1, 2015May

200+ May 21 & 22, 2015JunePayments Innovation Summit San Francisco 100+ June 11 & 12, 2015

100+ June 17 & 18, 2015September

150+ September 15 & 16, 2015Product Innovation Summit Boston 100+ September 24 & 25, 2015OctoberCorporate Venturing Summmit San Francisco 100+ October 15 & 16, 2015

100+ October 21 & 22, 2015150+ October 22 & 23, 2015

IP Strategy Innovation Summit Boston 100+ October 28 & 29, 2015Open Innovation Summit Boston 150+ October 28 & 29, 2015November

150+ November 11 & 12, 2015Web Innovation Summit Beijing 100+ November 25 & 26, 2015December

350+ December 2 & 3, 2015