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Executive Conference Center
(Located in the San Francisco Marriott Marquis Hotel),
55 Fourth Street, Level 2, San Francisco, CA 94103, USA

Day Program


  • Keynote Address
  • Panel Discussions
  • Case Study Presentations
  • Strategic Leadership Discussion
  • Unconference – Where Everyone Speaks!!
  • Exhibitions
  • Tea and Lunch Breaks
  • Evening Cocktail
  • Informal Networking with Exhibitors
  • One-on-One Meetings

Agenda Detail

 Global IP ConfEx and Global Law Tech Exhibition Agenda (From 07:30 AM to 06:00 PM Pacific Standard Time)

07:30 AM – 08:30 AM

Registration and Informal Networking with Exhibitors

08:30 AM – 09:00 AM (ROOM 215 & 216)

Breaking The Ice - Know The Participants in Advance. Introductions: One By One. Networking Opportunity

  • Opening Welcome Address
  • Short Introductions of All Participants - One By One
  • Identification of "Who is Who"
  • Prioritizing Your Networking with Audience
  • Assistance in Scheduling Meeting in Networking Breaks


Opening Keynote Address | 09:00 AM – 10:10 AM 

(ROOM 215 & 216)


  • What Are the USPTO’s Plans for Fiscal Year 2018?
  • How To Put Pirates in Jail in China?
  • Innovating Law The Legal Department of the Future
  • Patent Portfolio Management with a Lean In-House Team


John Cabeca
West Coast Region,
United States Patent and
Trademark Office (USPTO), Silicon Valley,
Elisha Lawrence AVP,
General Counsel,
Head of Global Anti-Piracy &
Content Security,
ABS-CBN International,
Jason Smith
Senior Director,
Application Solutions, CLM,
Apttus Corporation,
Kristopher Wasserman
VP and Senior Director
of Consulting Services

10:10 AM – 10:40 AM

Networking Tea Break & One-on-One Business Meetings

(ROOM 213, 214 & 217)

Hall A (ROOM 215)

Hall B (ROOM 216)

10:40 AM – 11:20 AM | Leadership Learning Lab**

The Tech-Enabled IP Department

Today, IP Counsel of global companies are required to be master multi-taskers. In addition to critical day-to-day legal support for businesses, They are asked to work with chief executive, CTO and corporate boards on strategies for overall business stability, management and profitability.

  • Aligning technology with internal and external stakeholders
  • Understanding business operations and processes
  • How technology innovation can improve business operations and processes
  • Collaboration with outside counsel
  • Tech training options
Scott Forsyth
Senior Attorney,
Microsoft Corporation,
Jason Skinder
Global Patent Counsel,
Diane Gabl Kratz
Senior Intellectual Property Counsel,
Seagate Technology,
Paul B. Simboli
Vice President and Chief Patent Counsel,
Depomed, Inc,
Ian C. Schick
CEO & Co-founder,

10:40 AM – 11:20 AM | Leadership Learning Lab**

e-Discovery as a Tool of Tomorrow: e-Discovery 3.0

  • How has the e-Discovery industry evolved over the last decade?
  • How to navigate the rapidly changing e-Discovery technology market
  • How to navigate international legal conflicts related to privacy, custody, preservation, and production
  • How to reconcile European data protection with U.S. discovery
  • Assessing the role of the internet service provider
  • UK discovery rule updates, including discovery for foreign proceedings: Section 1782
  • Artificial Intelligence
TracyAnn Eggen, CEDS
eDiscovery Specialist,
Dignity Health,
Lisa Morris
CPA, CVA, Partner
Matson, Driscoll & Damico LLP
Megan E. Jones
Hausfeld LLP,
  Damon Goduto
Senior Vice President,
NexLP Inc.,

11:20 AM – 11:40 AM | Exclusive Case Study Presentation

Practical Solutions for Ensuring Patent Eligibility of Software-Related Claims in the Post-Alice Era

Since Alice was decided, at least two trends have been noticed: it has been more difficult to obtain a patent, and some of the already granted patents are now being invalidated. This presentation will review some strategies for protecting software-related IP assets.

  • Review Current Prosecution Trends in Overcoming the § 101 Rejections
  • Discuss the After Final Program and the Pre-Appeal Conference Program
  • Evaluate the Pros and Cons of Different Strategies for Ensuring Patent Eligibility in Software-Related Claims
Malgorzata (“Gosia”) A. Kulczycka
Hickman Palermo Becker Bingham LLP,

Sponsored By:       

11:20 AM – 11:40 AM | Exclusive Case Study Presentation

The Value Of Intangible Benefits To Increase Profit, Employee Satisfaction and Retention

  • The power of mindfulness.
  • Neuro-science based processes to increase well being in the workplace.
  • Designing an intentional workday and creating the life that is most desired.
  • Fostering Self-realization as a catalyst to ideal law firm culture.
  • Teaching employees ways to bypass the conscious mind to enter the deepest states of creativity, inner peace, and mind body connection.
Pamela Michelle, J.D., M.S.
Founder and CEO,,

Sponsored By:     


11:40 AM – 12:20 PM | Leadership Learning Lab**

What Does the IP Legal Department of the Future Look Like?

  • So what will Corporate IP Legal Department look like over the next 10 years?
  • Technology: E-discovery, Blockchain, Artificial Intelligence, Service Delivery, Operations
Thomas George
Senior Director, Patent,
Samsung Research America,
Abraham Mertens
Assistant General Counsel,
Arista Networks, Inc,
Angel Lezak 
Kilpatrick Townsend & Stockton LLP,
  Eric Sutton 
Senior Patent Counsel,
Oracle Corporation,
Adjunct Professor and
Author, Software Patents,
Chicago-Kent College of Law,

11:40 AM – 12:20 PM | Leadership Learning Lab**

Robots Replacing Lawyers? Discussions on the Future of the Lawyers

  • Law Firms and Legal Technology: Shaping the Future of Lawyers?
  • Artificial Intelligence in Law Firms: Impact on Firm-Client Relationship?
  • Can I develop the Technology In-house – What do the lawyers say about it?
  • Engaging the New Technology: Does that Create Relevancy with My Clients? How?
David Rockower
Chief Intellectual Property
Chris Mammen
Partner, IP Litigation
Hogan Lovells LLP,
Austin O'Flynn
Senior Counsel for IP,
Dignity Health,
  Hani Abo Samra
Associate General
Counsel - Middle East &
Africa & Italy Shelf Drilling

12:20 PM – 12:40 PM | Exclusive Case Study Presentation

Harness the power of patents with the Minesoft Suite – the patent search and analysis tools relied on by over 50,000 professional users worldwide.

At Minesoft, we realise that IP professionals operate in an increasingly time-pressured world; our solutions are developed with this in mind to save you time and hassle. Our week-in-the-life cases highlight what you can do in 10-20 minute increments to gain truly actionable data; a different approach compared to a well-polished case study which could take an outsourcing firm weeks to create and which you, as busy professionals, may struggle to recreate. We will show you how to:

  • Seriously speed up your research with patent data from over 100 countries with PatBase, the patent search and analysis platform
  • Effortlessly visualise the landscape with brand-new Analytics V2.0, enabling users to gain actionable competitive intelligence, pinpoint licensing opportunities and discover white spaces in areas of interest
  • Utilise the most comprehensive global patent citation database available, Citation Explorer, to unearth new players or technologies in your field and to identify potential licensees
  • Expand your search query possibilities with cutting edge machine learning capabilities to find pertinent art, quickly and accurately for patentability, FTO and validity studies


Tim Campbell
Vice President,

Sponsored By:        

12:20 PM – 12:40 PM | Exclusive Case Study Presentation

Controversial E-Discovery Issues Facing Organizations Today (and How to Address Them)

  • Managing new data types in the mobile world
  • Reducing e-Discovery costs without sacrificing defensibility
  • Managing large volumes of corporate data
  • Deciding how and when to preserve data
  • Working with IT and legal departments effectively


Scott Lefton
Sr. Sales Engineer,
Allison Berres
Account Executive,

Sponsored By:         

12:40 PM – 01:00 PM | Exclusive Case Study Presentation

Operationalize GDPR and Privacy by Design: What to Automate in Your Privacy Program.

To operationalize GDPR, companies will need to build the principles of privacy by design into all of their business processes. In this session, learn about the different parts of a privacy program from PIA/DPIAs, data mapping, consent management, and cookie compliance to subject rights requests and vendor risk management. Discover how your organization can streamline privacy management through software automation, and where humans are absolutely essential.

 Key Takeaways:

  • How to best implement efficient and effective data handling practices in the face of the new GDPR requirements
  • Learn how to use PIAs and data maps to document and track new initiatives and demonstrate compliance
  • Practical tips for how privacy practitioners assess current practices to determine what can and cannot be automated
Ben Feldman
GDPR Consultant,
OneTrust Inc,

Sponsored By:   

12:40 PM – 01:00 PM | Exclusive Case Study Presentation

Common Pitfalls with IP Valuations

  • Selecting the wrong methodology
  • Incorrect application of guideline royalty transactions
  • Misinterpretation of value created by IP for a business Estimating life and obsolescence
  • Inconsistencies with business valuation or other IP owned by the business
William A. Johnston,
Managing Director,
Empire Valuation Consultants,


Sponsored By:  

01:00 PM – 01:40 PM

Networking Lunch & One-on-One Business Meetings

(ROOM 213, 214 & 217)

Sponsored By:     

01:40 PM – 02:20 PM | Leadership Learning Lab**

The Business of Licensing 2.0: Cross-Border IP Licensing

In the changing international business landscape, both domestic and internationally based companies are looking beyond their borders to protect against risks. As a result, they are re-evaluating their IP agreements and assessing the risks of cross-border licensing. Experts will share their thoughts on:

  • How are licensing business models adapting?
  • Doing deals across borders
  • How to agree on what is standard and essential
  • Licensing platforms for new technology
  • How does the licensing market need to change to survive and thrive
  • Protect IP rights against risks of insolvency of foreign debtors.
  • The licensees’ view—what do they want from licensors?
Dana Hayter
Partner IP,
Perkins Coie LLP,
Robert Calico
Head of Patent Litigation
Claude M. Stern
National IP Litigation Practice,
Quinn Emanuel Urquhart & Sullivan, LLP
Margaret Pirnie Kammerud
Associate General Counsel,
Director of Legal MobileIron,
Regina Sam Penti
Ropes & Gray LLP,

01:40 PM – 02:40 PM | Leadership Learning Lab**

How to Turn GDPR (Global Data Protection Regulation) into an Opportunity in 2017-18?

The EU General Data Protection Regulation is a law designed to enhance data protection and provide a consolidated framework to guide business usage of personal data across the EU. Companies must be compliant by May 25, 2018. It's time to evaluate your readiness, build a plan, and then implement the plan.

Experts will explain what the GDPR means for your business, and how you should see this as a coming opportunity:

  • What does the new GDPR entail for US firms? How to prepare for compliance by May 25, 2018
  • How do you get started with your compliance program?
  • How to implement required security measures
  • How to make your business profitable in the era of GDPR?
  • Evaluate control requirements mandated by the new legislation
  • Understand the financial and operational consequences of non-compliance
  • Do you need to appoint a Data Protection Officer (DPO)?
Jeffrey McKenna
Senior eDiscovery & Privacy Attorney,
Orrick, Herrington & Sutcliffe LLP,
Mark Webber
US Managing Partner,
Hoang Bao
Privacy & Data Protection,
Walmart Global eCommerce,
Lara Bliesner
Lead counsel, Data Privacy
Brian Emeott
Corporate Counsel,
Privacy Lyft,

Kenia Rincon 
Privacy & Cybersecurity Director,
Fenwick & West LLP,
Ben Feldman
GDPR Consultant,
OneTrust Inc,

02:20 PM – 03:00 PM | Leadership Learning Lab**

What are the key IP risks in the cloud, and how can they be addressed?

The fourth industrial revolution is transforming business in USA faster and more dramatically than in almost any other region. There is one issue that clients consistently tell is their boardroom priority: digital transformation.

  • The IP landscape for companies in USA
  • The jurisdiction risk - where are my data and services and what rules apply?
  • The confidentiality and security risk – is my proprietary information kept confidential and secure?
  • Trademark Risks in a Mobile World
  • The service provider risk – what happens if their technology infringes third party IP and I get sued?
  • Overview of trademark infringement around the globe and what future trends will be
Priya Venkat
General Counsel,
IT/IP & Privacy Law
Edgewater Networks,
Christopher Nalevanko
Associate GC,
Head of IP Strategy,
Zoox Inc.
John Pavolotsky
Senior Privacy Counsel,
Intel Corporation,
Hanna Steinbach
Senior Legal Counsel (IP),
Mark A. Jansen
Senior Associate,
Intellectual Property Group,
Fenwick & West LLP,

02:40 PM – 03:00 PM | Exclusive Case Study Presentation

Changing Landscape of IP Leadership

  • Developing an IP staff of specialists focused on high value strategic decisions who can partner with internal and external stakeholders
  • Proactive insights to make better informed decisions
  • Educating the business on the IP function  
Sharon Shofner-Meyer
Managing Director,
Americas Delegate,


Sponsored By:   

03:00 PM – 03:20 PM | Exclusive Case Study Presentation

How to better protect IP and control access of your sensitive documents with a simple to use SaaS solution

Do you have complete access control for IP related sensitive content once you hit the send button? Do you know who has access to your IP, how many times they were printed or viewed, or to whom they have were forwarded? Can you protect unauthorized access to your IP from undesired locations? DocEx protects and controls access to your IP in-transit through a single, secure, easy-to-use, and cost-effective cloud-based solution. Perfect for any practice area where sensitive documents are shared with experts, co-counsel, clients, across borders, and others, DocEx users maintain full control while managing and tracking forwards, views, prints, downloads, and all other actions. Use DocEx to,

  • Better protect intellectual property and attorney-client privilege
  • Better control access to IP related communications and documents
  • One solution easily adjusts to unique processes/practice areas
  • Low-cost protection against IP falling into the wrong hands
  • No changes required to email or document management systems
  • No installation, simple go-live and staff training
Anwar Parvez
DocEx, Inc,

Sponsored By:     

03:00 PM – 03:20 PM | Exclusive Case Study Presentation

03:20 PM – 04:00 PM | Leadership Learning Lab**

Blockchain Technology & Intellectual Property

  • What is blockchain
  • Blockchain: What you need to know
  • Current state of blockchain IP
  • Protection of blockchain IP
  • How can blockchain technology influence IP law
  • Future action plan
Nilanka Maldeniya
Senior Corporate Counsel,
Advanced Micro Devices (AMD),
Robert Keele
Associate General Counsel(IP),
Airbus Silicon Valley,
Peter Kang
Patent Partner,
Sidley Austin LLP,
Russell C. Petersen
Senior Counsel,
Hanson Bridgett LLP,
Hairong Lei
Executive Vice President,
Trademarkia (aka LegalForce, Inc.),

03:20 PM – 04:00 PM | Leadership Learning Lab**

Outside Counsel Views on Managing E-Discovery in Complex Litigation

  • Developing productive partnerships with in-house counsel
  • E-discovery outsourcing trends and strategies
  • Managing e-discovery costs – alternative fee arrangements
  • Role of the GC and in-house legal teams
  • Role of external service providers, including law firms and LPO
Rachel Tausend
K&L Gates LLP,
Joel T. Muchmore
Partner, Complex Litigation
Crowell & Moring LLP,
Stuart Bartow
Partner - IP,
Lewis Roca Rothgerber Christie LLP,
Kristopher Wasserman
VP and Senior Director of Consulting Services

Alexander J. Hadjis 
Oblon, McClelland,
Maier & Neustadt, L.L.P.

04:00 PM – 04:10 PM

Networking Tea Break & One-on-One Business Meetings

(ROOM 213, 214 & 217)

04:10 PM – 05:10 PM | Unconference – Where Everyone Speaks!!

USA: The Legal Hub Where In-House Counsel Can Foster Business Growth; How?

USA is the heart of the legal and business sectors globally & the role of the in-house counsel is rapidly evolving to keep pace with the changing needs of the businesses that they support. An in-house counsel’s job is never to sit back and watch a company grow—it’s to ask how to make that growth continue and expand.

This fast-paced session will offer 10-15 opportunities of live stories from in-house counsel participants, who will share two to three-minute case studies from their own experiences that how their in-house counsel job profiles bring up the business growth for their respective organizations. They will also share the challenges they face and how do they find the solutions. Do they partner with law firms and service providers to solve their issues – if yes; to what extent it remains intact.

You can look forward to digging into the experiences, new challenges and resolutions shared by in-house counsel participants at the ConfEx.

Christopher Lattin
Vice President,
Intellectual Property,
Matt Town
General Counsel,
Habit Inc.,
Michael Smith
Associate IP Counsel,
Thermo Fisher Scientific,
Steve Zelinger
General Counsel,
Strategic Advisor & Board Member,
Tix Corp
Shauna Johnston Kashyap
Managing Counsel,
Collective Health,
Frederic Thiel
VP of San Francisco Liaison Office,
Kilburn & Strode LLP,

05:10 PM – 06:00 PM

Closing Remarks Followed by Evening Cocktail

(ROOM 213, 214 & 217)

This will celebrate the presence of our speakers and sponsors who made this event happen with their undaunting support and participation.




Sponsors and Partners

Global e-Discovery Services Partner

Global Contract Management Partner

Global Translation Partner


Global Patent Solutions Partner

Privacy Management Software Partner


Prominent Sponsors


CLE Credits Partner

CPD Certificates Partner

Official Magazine Partner – India


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