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The 12th Annual Patents for Financial Services Summit

The 12th Annual Patents for Financial Services Summit
Platinum Sponsor
Gold Sponsor
Silver Sponsor
Baker & McKenzie Logo
Educational Underwriters
Exhibitors
Associate Sponsors
Partners
Wednesday, July 22, 2015
7:30 am -
8:30 am

Summit Registration and Morning Coffee

8:30 am -
8:45 am

Chairperson’s Welcome and Opening Remarks

Charles Macedo Charles Macedo
Partner
Amster, Rothstein & Ebenstein, LLP

Analyze Recent Trends and Regulations Impacting the Current Patent Environment

8:45 am -
9:15 am

USPTO Keynote Address
Innovation at the Intersection of Government, Academics, and Industry

Understand the importance of partnerships and collaborations to ensure innovation and economic growth.

Mindy B. Bickel
New York City Engagement Manager
USPTO
9:15 am -
10:05 am

Hear Best Practices to Effectively Present Cases to the PTAB

  • Review recent trends at the PTAB to gain insight on new rules and regulations
  • Understand developments in post-grant proceedings and recent opinions at the Federal Circuit and the Board
  • Determine how parties can best present their story to the Board
Steve Baughman
Partner
Ropes & Gray LLP
James Myers James Myers
Partner
Ropes & Gray LLP
10:05 am -
10:35 am

Networking and Refreshment Break

10:35 am -
11:25 am

Navigate Patent Eligibility in Light of the Alice v. CLS Case

  • Gain strategies to acquire subject matter eligibility on patents
    • Explore how a claim survives patent eligibility
  • Learn about successful measures for defendants to claim patent eligibility and protect software patents
  • Identify the most effective ways to challenge a claim under Alice
    • Analyze decisions made on cases including Ultramercial v. Hulu, DDR Holdings v. Hotels.com, and Planet Bingo v. VKGS
Moderator:
Charles Macedo Charles Macedo
Partner
Amster, Rothstein & Ebenstein, LLP
Panelists:
Larry Bromberg
Executive Director and IP Counsel
Morgan Stanley
Robert J. Glance Robert J. Glance
Senior Counsel
Wells Fargo
Ankur D. Shah Ankur D. Shah
Associate General Counsel
Freddie Mac
11:25 am -
12:15 pm

Gain an Update on Defending Against NPE Lawsuits

  • Understand effective mechanisms to deal with NPE threats
    • Tackle trolls who come after a portfolio of patents
  • Learn about new defense mechanisms
Moderator:
Danielle Williams Danielle Williams
Principal
Fish and Richardson
Michael T. Zoppo Michael T. Zoppo
Principal
Fish & Richardson
Panelists:
Speaker Photo Unavailable Seth Brown
Deputy General Counsel
LivingSocial
Bill Foster
Executive Director and Executive Attorney
USAA
Speaker Photo Unavailable Jim Howard
Vice President and Associate General Counsel
The Clearing House Payments Company
Steven P. Klocinski
Senior Managing Counsel, Senior IP Counsel
MasterCard Worldwide
Joe O. Long
Managing Counsel
Wells Fargo Legal Group
12:15 pm -
1:30 pm

Luncheon

1:30 pm -
2:20 pm

Views from the Bench on Patent and PTAB Litigation

  • Hear about decisions made on recent patent cases
  • Gain insight on how to successfully present cases to the District Court
  • Compare how cases are handled at the PTAB and at the District Courts and understand the differences between the both
  • Learn about current trends in patent law and what to expect in the next two years
Moderator:
John M. Williamson
Partner, Finnegan, Henderson, Farabow, Garrett & Dunner LLP
Panelists:
Hon. Garrett E. Brown, Jr. (Ret)
Mediator/Arbitrator
JAMS
Hon. John C. Lifland (Ret.)
Mediator/Arbitrator
JAMS
Judge Brian J. McNamara
Administrative Patent Judge, Patent Trial and Appeal Board
U.S. Patent & Trademark Office

Evaluate the Impact of PTAB and District Court Decisions on Patent Litigation Strategy

2:20 pm -
3:10 pm

Examine the New Standard of Appellate Review of Claim Construction Under Teva v. Sandoz

  • Understand the shift from “de novo” to “clear error” review of factual issues arising in claim construction
  • Gain insight on the impact of the Teva decision on patent litigants
  • Learn about the increased importance of factual determinations on claim construction
  • Explore the potential benefits of the new ruling, including whether it will result in reduced litigation costs and lessen the risk of trying cases
Sherri Hallerman Gould
Managing Counsel
Wells Fargo & Co. Law Department
Bill McSpadden
Partner
Baker & McKenzie, LLP
Ed Runyan
Partner
Baker & McKenzie, LLP
3:10 pm -
3:40 pm

Networking and Refreshment Break

3:40 pm -
4:30 pm

Understand the Effects of Covered Business Method Proceedings on District Court Litigation — Lessons from the First Three Years of the AIA Post-Grant Proceedings

  • Identify strategies for effective use of CBM proceedings
  • Explore litigation stays pending CBM review — Trial and appellate court decisions
  • Hear about estoppel considerations and lessons learned from the PTAB’s CBM and IPR decisions
  • Gain a legislative update on the CBM program
Moderator:
Monica Grewal
Partner
WilmerHale
Panelists:
Pamela Crocker
Chief Patent Counsel
The Vanguard Group, Inc.
Greg Lantier
Partner
WilmerHale
Natalie Moritz Natalie Moritz
Senior Counsel - Litigation
PNC Bank
Eulonda Skyles
Assistant General Counsel
Capital One

Roundtable Discussions

4:30 pm -
5:30 pm

Choose one table and be part of an intimate discussion on the latest developments and issues around patents in the financial industry. Each table is led by a moderator facilitating different topics of discussion and shared best practices.

Roundtable #1 Updates on Patent Rulings — The Two Year Outlook

Anthony F. Lo Cicero Anthony F. Lo Cicero
Partner
Amster, Rothstein & Ebenstein LLP

Roundtable #2 Patent Eligibility for Computer Implemented Business Practices

Joseph Capraro
Partner
Patent Law and Intellectual Property Groups
Proskauer

Roundtable #3 Strategies to Work Effectively with Outside Counsel

Mark Nelson
Partner
Dentons US LLP

Roundtable #4 Impact of Mobile Patents on Banking, Insurance, and Wall Street

James Myers James Myers
Partner
Ropes & Gray LLP
Leslie Spencer Leslie Spencer
Partner
Ropes & Gray

Roundtable #5 Cost-Effective Patent Portfolio Management

John Mulcahy
Partner
Finnegan, Henderson, Farabow, Garrett & Dunner, LLP
5:30 pm -
6:30 pm

Cocktail and Networking Reception