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32nd Global IP Confex

23 February 2017, San Francisco, USA

Le Méridien San Francisco, 333 Battery St, San Francisco, CA 94111, United States


The IP ConfEx covers a range of topics related to Litigation, e-Discovery, IP, Patents, Trademark, Copyright, Cyber Security and Social Media Crisis. They would attract the best of the IP professionals and thought leaders from the industry as well as enlighten the delegates about the latest in this industry.

23 February 2017

IP ConfEx Agenda (From 07:30 AM to 06:00 PM Pacific Standard Time)
Panel Discussions to be held in Halls A and B


07:30 AM – 08:30 AM

Registration and Informal Networking with Exhibitors


08:30 AM – 08:50 AM
Breaking The Ice - Know The Participants in Advance. Introductions : One By One. Networking Opportunity


08:50 AM – 09:50 AM

Opening Keynote Address

“The Quest for Big Wisdom in the Global Intellectual Property World”


Keynote Speakers

John Cabeca
Director, West Coast Region,
United States Patent and
Trademark Office (USPTO),
Silicon Valley, USA

Topic: "Supporting and fostering the innovation economy,
regionally, nationally, globally"

Puneet Sarna
Senior Patent Counsel,
LinkedIn Corporation,

Topic: "Software Patents in Post-Alice World"

09:50 AM – 10:20 AM

Coffee and Tea Break - Informal Networking with Exhibitors

Sponsored by    

Hall A: IP, Patents & Litigation

Hall B: IP and e-Discovery

10:20 AM – 11:10 AM | Keynote Leadership Session**

What Are the USPTO’s Patent Plans for Fiscal Year 2017?

  1. Patent Drafting for IPR Challenges 
    1. Identifying key claim terms for each invention 
    2. Developing term construction and scope in specification 
    3. Drafting dependent claims to scope terms for IPR challenges 
  2. USPTO’s 2017 Patent Plans 
  3.  In-house strategies to develop valuable inventions and patents 
  4. Recent Developments In Section 101 Case Law Concerning Computer/Software Patents
    1.  Recent Cases: Enfish, Bascom, McRO, Trading Technologies 
    2. The Emerging Test From The Federal Circuit Post-Alice 
    3. Where Does The Law Go From Here



10:20 AM – 11:10 AM | Keynote Leadership Session**

Out with the Old and in with the New: What’s Trending in e-Discovery

  • e-discovery automation is upon us
  • Increased focus on data analytics and ECA/EDA
  • Effective document management policies to control ED costs
  • Powerful tools such as text analytics and predictive coding
  • Bringing complex technologies in intuitive and natural workflows








11:15 AM – 11:45 AM | Exclusive Case Study - Presentation

The Million Dollar Risk - How bad data leads to bad decisions

Imagine you just recently acquired a fitness technology company for upwards of $150 million and shortly thereafter you are sued by your biggest competitor over alleged willful infringement of 10 of their patents.

The blaring question… Could this have been avoided?

As an IP professional you are risk-averse. To avoid uncertainty, most simply bite the bullet and spend thankless hours scrubbing what turns out to be dirty, incomplete data from top to bottom.

The manual approach is a time-consuming effort that exposes you and your company to be caught off guard and even worse, could cost many millions. Leveraging spreadsheets – a 1980s technology – is not efficient, scalable and creates more questions about the accuracy and validity of your analysis.

Turn hindsight into foresight and ​walk away with tactics for setting yourself and your company up for success.

  • Explore the importance of the decisions you make using intellectual property data
  • Discover how to be better equipped to increase productivity and become a strong resource to your business
  • Uncover evaluation techniques that could save you countless hours in IP analyses
  • Distill insights to your stakeholders and impact day-to-day business decisions

Sponsored by    


11:50 AM – 12:30 PM | Industry Dialogue & Q&A Session**

Avoiding allegations of willful infringement

  • How are in-house counsel responding to the Supreme Court’s decision in Halo v. Pulse?
  • Has there been an increase in opinion of counsel work?
  • How to actively manage the risk of being found a willful infringer?






12:35 PM – 01:15 PM | Industry Dialogue & Q&A Session**

Trade Secrets and Their Impact on Business and IP

  • How to choose between trade secrets and patents
  • How to protect confidential information
  • Which method presents more difficulties of maintenance and enforcement?
  • How to manage employees, contractors, vendors/suppliers, customers, wandering eyes
  • Best practices for agreements, processes, policies, education, post-termination
  • Remedies and enforcement

11:15 AM – 11:45 AM | Exclusive Case Study - Presentation

Comparison of EPO and US Practice

So you want a European Patent ?

A brief overview of the most remarkable prosecution differences between the EPO and the USPTO

With emphasis on:
Alice in the EPO?


How does the EPO handle patentability of computer implemented invention? (a brief case study illustrating what the “technical contribution” is)

a/ Prosecution structure
b/ Public disclosure rules
c/ Structure of a claim set
d/ Divisionals e/ New matter
f/ Patentable inventions

Main course Case
study: getting a rejection of a computer-implemented invention by the EPO for lack of technical contribution and overcoming the rejection

Diagnosis and Surgical method patents:
Brief drafting recommendations

Sponsored by    

11:50 AM – 12:30 PM | Industry Dialogue & Q&A Session**

Preservation of Mobile and Social Media in e-Discovery

  • How social media platforms are impacting e-discovery protocols
  • Use of personal social media accounts for work-related communications
  • Best practices for managing the expanding universe of new applications, data formats, and metadata
  • Establishing clear policies governing the use of workplace computers and other electronic devices that access company systems
  • Preserving social media content from employees’ personal accounts

12:35 PM – 01:15 PM | Industry Dialogue & Q&A Session**

Cross-Border Privacy Issues and Jurisdictional Differences

  • The current legislative landscape
  • Developing multi-jurisdictional privacy policies and practices
  • Managing movement of personal information between parent companies and subsidiaries
  • Can a multinational corporation effectively put data out of reach for U.S. discovery by relocating the data to a foreign affiliate?
  • E-discovery differences between US, EU and Asia
  • Handling cross-border litigation



01:15 PM – 02:00 PM

Lunch and Informal Networking with Exhibitors


Sponsored by    

02:00 PM – 03:15 PM | Industry Dialogue & Q&A Session**

Worldwide patent perspectives: software, SEPs, and the future of patent litigation

  • Changing Patent system in US & Europe
  • Compare/contrast of USPTO
  • The internet of things & standard-essential patents (SEPs)
  • Examining and protecting software source code during discovery.
  • Tips from software IP applicable to other types of IP now and in the future.
  • Patent licensing disputes
  • The unitary patent & Unified Patent Court reforms
  • Patent litigation and standard-essential patents in Brazil.

















02:00 PM – 02:40 PM | Industry Dialogue & Q&A Session**

Conducting IP Audits

An IP Audit solves the purpose of a systematic review of the IP assets owned, used or acquired by a business. It helps to uncover under-utilized IP assets, to identify any threats to a company’s bottom lineand to enable business planners to devise informed strategies that will maintain and improve the company’s market position.In any transaction involving IP assets, legal counsel should conduct an internal IP audit on its patent portfolio to make sure the portfolio is complete with no holes that competitors can design around.

  • Identifying and managing IP assets
  • Knowing which type of IP rights to acquire and maintain
  • Determining the value of IP to obtain maximize license agreements
  • Identifying obsolete IP assets
  • Avoiding IP infringement
  • Enforcing IP rights

02:45 PM – 03:15 PM | Exclusive Case Study - Presentation

Strategies for PCT Patent Application Filing Requirements: A Case Study of Human vs. Machine Translation

  • Meeting an extended PCT Patent Application deadline in six countries
  • Successful deployment of translation and multilingual desktop publishing services
  • Reducing the translation costs by 40%
  • Leveraging the subject matter expertise of US/overseas translators
  • Creating winning strategies for the client business


Sponsored by

03:15 PM – 03:25 PM

Coffee and Tea Break - Informal Networking with Exhibitors

Sponsored by    

03:25 PM – 04:15 PM | Keynote Leadership Session**

Late to the Party: Cloud Technology Adoption Among IP Lawyers

  • Why is the IP/legal profession generally a slow adopter of new technology?
  • Top concerns hindering cloud technology adoption among IP lawyers such as security and privacy of data, migration costs, and loss of physical controls
  • Overcoming obstacles and getting on board
  • Ensuring service providers offer reliable security measures and meet requirements of compliance auditors

03:25 PM – 04:15 PM | Keynote Leadership Session**

Preparing for a Social Media Crisis

  • Overview of the risks that social media poses
  • Why in-house attorneys have not spent adequate time preparing for a social media crisis
  • The legal department is an essential member of the crisis management team
  • Proper training and developing a plan
  • The role of outside counsel

04:20 PM – 05:00 PM


Join us for this special leadership discussion aimed at connecting important communities from the global legal ecosystem: in-house IP departments, law firms, associations and solution providers. This interactive session is a forum for all the IP stakeholders to discuss and deliberate the myriad and diverse issues they face today, and to find common ground and potential collaborative solutions to overcome challenges and leverage opportunities.

Key Topics of Discussion

  • Impact of BREXIT on USIP Industry
  • Defending Against Patent Trolls
  • IP theft and cyber security
  • Trademark enforcement tactics


05:00 PM – 06:00 PM

Closing Remarks Followed by a Cocktail Reception


Following the closing remarks, the Networking Cocktail Reception will celebrate the presence of our speakers and sponsors who made this event happen with their undaunting support and participation.


  • * Program is subject to change without notice
  • ** Panel Discussion Format
  • *** Successfully proven format in our recently held events in: Singapore | San Francisco | London | New Delhi | New York | Dubai


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