1 WIPO Training of Trainers Program on Asset Management by Small and IP Audit and Management June 2013 Presented by Mowafak Al Yafi Ph.D
2 Discussion points What is IP Audit What are the types of assets in an organization What are the Types of IP audits What to consider before starting the IP audit How to perform an IP Audit From IP Audit to Intellectual Asset Management Conclusion
3 What is an Intellectual property Audit Intellectual property: the legal rights which result from intellectual activity in the industrial, scientific, literary and artistic fields. Audit: An audit is an official inspection of an individual's, entity s or organization's accounts, typically by an independent body or firm
4 What is an Intellectual Property Audit (contd.) Basic IP audit seeks information on health and wellbeing of patents, trademarks and copyrights (usually registered) owned by a particular entity. Audits include the review of existing world wide patents and patent applications, trademark applications and registrations, and all copyright registrations (including such properties owned by subsidiaries and affiliates). Review seeks to confirm that all statutory requirements for maintaining such patents, applications and registrations have been met.
5 Discussion points What is IP Audit What are the types of assets in an organization What are the Types of IP audits What to consider before starting the IP audit How to perform an IP Audit From IP Audit to Intellectual Asset Management Conclusion
6 Types of Assets Machinery Copyrights Cash and receivables Vehicles Patents and trademarks Trade secrets Tangible assets Intangible assets Property Equipment Goodwill Domain names Plant Licenses
7 Types of Assets contd. A companies most important assets are intangible: company name brands Symbols Slogans Underlying associations Perceived quality Name awareness Customer base Proprietary resources such as patents, trademarks and channel relationships.
8 Types of Assets contd. The importance of Intangible assets can be clearly observed in this example: The purchase price of the shirt on the left will be much lower than the shirt on the right side.
10 Types of Assets contd Total Assets 86,174 78,327 93, ,768 Total Liabilities 53,006 34,240 22,083 85,935 Total Equity 33,168 44,087 71,715 22,833 Intangible Assets 27,337 33,018 18,010 35,584 Tangible Net Worth 5,831 11,069 53,705 (12,751) Brand Value 77,839 22,126 69,726 26,087 Source: SEC 10-K Filings, Interbrand
11 Types of Assets contd. Total Assets 91,759 74,638 35, ,213 Total Liabilities 40,458 52,239 20, ,229 Total Equity 51,301 22,399 15,294 18,984 Intangible Assets 18,957 33,496 2,804 33,034 Tangible Net Worth 32,344-11,097 12,490-14,050 Brand Value 27,197 16,594 40,062 75,532 Source: SEC 10-K Filings, Interbrand
12 Discussion points What is IP Audit What are the type of assets in an organization What are the Types of IP audits What to consider before starting the IP audit How to perform an IP Audit From IP Audit to Intellectual Asset Management Conclusion
13 What are the types of IP Audits Intellectual property ( IP ) audit comes in many shapes and sizes The length, extensiveness, and depth of an Audit depends on the reasons behind conducting the audit and the goals of such an audit from a business and legal standpoint
14 What are the types of IP Audits contd. There are three types of IP Audits: General purpose IP Audit Event driven IP Audit Limited purpose IP Audit 1. General IP maintenance and control 2. Health and wellbeing of IP assets 3. Review statutory requirements for maintaining patent and trademark applications 1. Referred to as IP due diligence. Conducted by a 3 rd party before an IP portfolio is bought or invested in. 2. Provides information that may affect key elements of a proposed transaction. 1. Upon Significant changes in IP law and practice 2. Prior to extensive foreign IP filings 3. Preparing for litigation 4. Prior to a re-branding/major marketing campaign
15 Discussion points What is IP Audit What are the type of assets in an organization What are the Types of IP audits What to consider before starting the IP audit How to perform an IP Audit From IP Audit to Intellectual Asset Management Conclusion
16 What to consider before the audit What is the objective of the audit? What are the risks related to the IP assets owned by the organization? What is the budget available for conducting the IP audit? What are the resources available for completing the audit? What is the time available for completing the audit? Can the business divisions, subsidiaries and groups call on the legal division s IP department to get accurate reports for their specific IP? Who is the team that will conduct the audit and do they have the required expertise? How well do the company management know their IP assets?
17 What to consider before the audit contd. An audit should look to the future May involve prioritizing IP assets Consider core product categories Consider cost/benefit of maintaining world wide portfolios. Confirm whether statutory requirements met. Review substantive file histories. Organize fundamental information regarding IP status and title
18 What to consider before the audit contd. How well owned intangible assets are defined and known? Is it possible to issue a report to management, if requested? Are obsolete assets and/or useless maintained? How much is the expenditure related to Intellectual property? Do all product lines have some form of IP protection? Is technology leveraged for possible licensing opportunities? Is there an IP software to manage the IP? Are there accurate statistics related to IP?.
19 Discussion points What is IP Audit What are the type of assets in an organization What are the Types of IP audits What to consider before starting the IP audit How to perform an IP Audit From IP Audit to Intellectual Asset Management Conclusion
20 How to perform an IP Audit The three step approach Identify the IP assets Develop an audit program based on asset s type Assess the rights related to each asset
21 How to perform an IP Audit Step - 1 Identify the IP assets Divide the company operations into different parts: Inputs Resources and processes Outputs
22 How to perform an IP Audit Step 1 contd. Identify the IP assets Suppliers Independent contractors Customers Inputs Internal Internal and third party research Vendors
23 How to perform an IP Audit Step 1 contd. Identify the IP assets Production knowhow, formulas and calculation Machines and manufacturing Customer list and confidential information Technology information Resources and processes of: Operations and design manuals, and diagrams and artwork Compounds notebooks & experiments. Analytical & design data Sales and marketing information Financial information, and forecasts Ideas and plans
24 How to perform an IP Audit Step 1 contd. Identify the IP assets Creative works Potential by reviewing packaging, marketing literature and advertising Outputs Reports, data & analyses resulting from processes, R&D, management, and marketing Ideas from R&D and creative efforts
25 How to perform an IP Audit Step 1 contd. Identify the IP assets Classify intellectual property into different types: Trade Secret Copyright Trademark & Trade Dress Patent (Utility & Design)
26 How to perform an IP Audit Step 1 contd. Identify the IP assets Trade Secret: Is it generally known or readily ascertainable? Is it a subject of reasonable efforts to maintain secrecy and mostly does it have any commercial value? If this information was publically disclosed to one person, may it destroy the secret? Is this information available through reverse engineering, independent development, and public materials?.
27 How to perform an IP Audit Step 1 contd. Identify the IP assets Copyright Is it a fixed and original work of authorship? Is the work original? Is the subject of the copyright useful pictorial, with a function that is inextricably intertwined such that the utilitarian aspects of the design are not physically or conceptually separable from the artistic expression.
28 How to perform an IP Audit Step 1 contd. Identify the IP assets Trademark & Trade Dress Is it a distinctive source used on goods or services? Can the product packaging be inherently distinctive, in trade dress, product design always requires established secondary meaning to gain protection.
29 How to perform an IP Audit Step 1 contd. Identify the IP assets Patent (Utility & Design) Is it a new, non-obvious, and useful idea? Is it a new, original, and ornamental design for an article of manufacture? Is it a distinct and new variety of plant that the inventor or discoverer has asexually reproduced?.
30 How to perform an IP Audit Step 2 Develop an audit program Based on the objective of the audit, and the goals behind it, the team conducting the audit should identify documents related to intellectual property, and develop a tailored audit program depending on the type of documents available, type of assets, and inherent risks in the business. Identification of the Documents Relating to Intellectual Property. Identify all agreements between the Company and any third party Identify Filings and Registrations Identify any other documents relating to IP rights
31 How to perform an IP Audit Step 2 Develop an audit program The program should cover: A. Status and Title B. Strategic IP Maintenance C. Substantive file history D. Agreements E. Trade Secrets & Confidential Information F. Litigation/ Potential Litigation G. IP notices and Marketing H. Proper trade mark use I. Use and search of third parties trademarks J. Hidden IP Assets K. Under performing IP Assets
32 How to perform an IP Audit Step 2 Develop an audit program A. Status and Title How well are owned intangible assets defined and known? Is it possible to issue a report to management, if requested? Are obsolete assets and/or useless maintained? How much is the expenditure related to Intellectual property? Do all product lines have some form of IP protection? Is technology leveraged for possible licensing opportunities? Is there an IP software to manage the IP? Are there accurate statistics related to IP?.
33 How to perform an IP Audit Step 2 Develop an audit program B. Strategic IP Maintenance Are file retention policies in place and implemented? Age the original official registration certificates, patent letters, and other official original IP documents safely stored? Are they in a fire safe room? How uniform are the IP files? Future costs and actions needed to continue such IP in force Prioritize existing IP assets (according to core products and markets).
34 How to perform an IP Audit Step 2 Develop an audit program C. Substantive file history How well are IP rights enforced : Is it known who is infringing the IP? Is it known who to contact when an infringement occurs? Did infringers stop infringing after oppositions or litigation? Is there an adequate watch service in places to monitor IP? If so, is it cost effective to watch? Are there policies and guidelines to assist in deciding whether or not to file for new patents, trademarks, copyrights, and domain names, or is filing conducted upon request?
35 How to perform an IP Audit Step 2 Develop an audit program C. Substantive file history Analyze pending patents, trademark applications in order to: Provide insight on the strength and enforceability of patent and trademark registrations. Pinpoint any problems encountered and/or overcome during prosecution. Reveal any limitations that maybe inherent in patent,trade mark registration. (e.g inventor ship issues, mistakes in claims, registration as issued does not match what was applied for, disclaimed, amended, etc.).
36 How to perform an IP Audit Step 2 Develop an audit program D. Agreements Is the company in compliance with all IP agreements? Do inter-company licensing agreements conform to tax laws and other specific laws? Were all incoming agreements from acquisition/divestitures assignable to the new owner? Is it known when the confidentiality term expires for agreements? When were agreement templates reviewed? Do agreement templates need to be updated?
37 How to perform an IP Audit Step 2 Develop an audit program D. Agreements Do trademark licenses include quality control provisions? Do trademark licenses include other provisions by which the trademark owner retains control over use of the mark? Are licenses/assignments in compliance with legal requirements? Review whether licenses and assignments were or should have been recorded in the applicable patent and trademark offices. Review to ensure appropriate confidentiality and ownership provisions are applied on existing employees, distributors, consultants
38 How to perform an IP Audit Step 2 Develop an audit program D. Agreements All trademark assignments include goodwill associated with the mark, and all assigned property are classified by mark and registration or application number. Audit should confirm that an entity s use of any licenses-in IP assets complies with all requirements of the license, including any restrictions, royalty payments, reporting, quality control provisions, marketing provisions, or other limitations.
39 How to perform an IP Audit Step 2 Develop an audit program E. Trade Secrets & Confidential Information What information is still bound by secrecy provisions and what isn t? How is confidential information safeguarded? Are there confidential information on a website or internal system that doesn t belong there? Are confidential documents marked Confidential when sent to third parties? Who keeps track of confidential information?
40 How to perform an IP Audit Step 2 Develop an audit program E. Trade Secrets & Confidential Information Can information be identified and segregated between information that is bound by secrecy provisions and information that is not? Are confidential information posted in places it shouldn t be? Are confidential documents marked confidential and is it covered? Are safeguards in place for confidential information?.
41 How to perform an IP Audit Step 2 Develop an audit program F. Litigation/ Potential Litigation Who is the owner of the IP assets? What is the current corporate structure? Did the corporate structure change (mergers, dissolutions, etc.) to affect IP ownership? Are there any examination of legal challenges or enforcement actions related to IP. Are there any Identified issues with respect to the company s ability to enforce its IP rights
42 How to perform an IP Audit Step 2 Develop an audit program F. Litigation/ Potential Litigation What are the risks associated with continued or expanded use of IP. Review the status and merits of any challenges relating to the IP; including cease and desist letters, license offers, and litigations. Determine the extent of use by third party s of companies IP to identify threats resulting from long-standing acquiescence to such activities. Audit should determine whether the entity adequately regulates its IP so that rights are not weakened or lost due to acquiescence to third party infringers.
43 How to perform an IP Audit Step 2 Develop an audit program G. IP notices and Marketing Is everyone correctly using for copyrights for registered marks TM or SM for trademark and service mark respectively. Correctly in print, on the website or any other electronic format? Review company s products, product labels, advertising, sales literature or other materials for proper statutory patent marking and trademark and copyright notices. Consider whether statutory notices are being used properly. Review placing patent numbers on covered products.
44 How to perform an IP Audit Step 2 Develop an audit program H. Proper trade mark use Are trademarks properly used in all print and on the website as well as any electronic format? Are there proper trademarks coverage for product lines? Is there a consistent use of the trademarks that enhances rather than detracts the strength of the mark? Is trademarked term used properly as an adjective, accompanied by the generic name of the goods?
45 How to perform an IP Audit Step 2 Develop an audit program H. Proper trade mark use Is the use of the mark connected with goods and services it registered under? Is use consistent with registered form? Is the trademark used is registered in the various countries it is used in to avoid any failure of use where necessary. Is the current use of the mark identical to the form in which the mark was registered? Does the form in which the mark is currently used constitute a material alteration of the registered form of the mark? Should additional trademark registrations, amendments or other corrective actions be considered?.
46 How to perform an IP Audit Step 2 Develop an audit program I. Use and search of third parties trademarks Conduct a search of third party patents or trademarks related to technologies or goods with strategic importance to the company. Third party marks with priority vis-à-vis the company s trademarks Third party infringements that the company should address.
47 How to perform an IP Audit Step 2 Develop an audit program J. Hidden IP Assets Many entities may own patents and trademarks that they do not even know they have. Assets may be related to tangible products or assets that are not easily identified. The company s list of IP assets should be examined for products that should be patented or registered. Consider whether the company has built up protectable rights in less traditional trademarks such as; colors, color combinations, trade dress, product configurations, sounds, or smells.
48 How to perform an IP Audit Step 2 Develop an audit program K. Under performing IP Assets IP audit can improve underperforming IP assets that could be revitalized, sold to third parties, or abandoned entirely. Revitalization can either be done in-house, or by selling the assets to a third party that specializes in selling or licensing IP properties or relaunching older brands, Auctions of patent properties are becoming popular.
49 How to perform an IP Audit Step 3 Assess the rights related to each asset Based on the audit program developed, conduct the audit by each subtype of IP assets. The methods for conducting the audit can include but are not limited to: Interviews of management and technical staff Questionnaire to all employees who use or develop IP Physical inspection of employee workspaces Observation of building security procedures Inspection of handbooks, policy manuals and other guidance documents Searches of databases including TMO, PTO, other search databases, including google patents, google, DogPile, Copyright Office. Market visits in order to check local products in the market and the consistency with protected marks.
50 Discussion points What is IP Audit What are the type of assets in an organization What are the Types of IP audits What to consider before starting the IP audit How to perform an IP Audit From IP Audit to Intellectual Asset Management Conclusion
51 Human capital: The most valuable asset a business has, is the talents and skills of its people. Intellectual Capital: Unique and distinctive intangible aspects of a business where the value of the businesses reside. This can include innovations, brand identity, design image, technical information, procedures, techniques, trade secrets, contracts and reputation. Intellectual Property: the legally-protectable subset of Intellectual Assets.
52 From IP audit to IP asset management Formation of IP asset management team Creating IP culture IP policy monitoring IP Asset management team is charged with managing the knowledge portfolio, creating policies, procedures and best practices for IP asset management. This team should be overseen by a senior executive. The team is composed of managers from various disciplines who collectively understand the firm s intellectual assets and have had a hand in developing them The IP Asset management team should help create an IP culture within an organization, that values IP assets, and highlights IP best practices. This culture would be enhanced and promoted through staff trainings, manuals, events, and regular communication The IP asset management team should continuously review and monitor the existence and adequacy of IP asset management policies, procedures and practices within a company, and should verify that these policies are properly communicated to all employees
53 IP Audit can be used as a base for IP asset management, in order to identify: Business and IP strategy: 1. Assess business direction and strategy; 2. Discovering unclaimed business opportunities; 3. Reducing new product development costs. How to increase enterprise value: 1. Creation of IP assets; 2. Building the value of existing IP assets; 3. Building value from different product markets; 4. Building value through corporate transactions.
54 IP Audit can be used as a base for IP asset management, in order to: Increase revenues: 1. Creating non-core revenue streams; 2. Creating additional revenue through licensing or franchising; 3. Discover business expansion opportunities; 4. Discover unclaimed business opportunities. Decrease expenses: 1. Reducing costs of third-party IP claims; 2. Reducing costs of unused IP assets; 3. When applicable, receiving tax deductions for IP asset donations; 4. Reducing new product development costs.
55 Discussion points What is IP Audit What are the type of assets in an organization What are the Types of IP audits What to consider before starting the IP audit How to perform an IP Audit From IP Audit to Intellectual Asset Management Conclusion
56 Wrapping up IP Audit suites number of business and legal goals. IP Audit has different forms, and different audits cater to different goals. IP Audit helps in value creation. IP Audit helps in strategy setting. IP Audit helps in revenue generation. IP Audit helps in cost cutting. IP Audit is vital to safeguard IP assets Grant Thornton Yafi & Co, Arab Countries IP Guardian, The Phoenician team All rights reserved
IP Checklist davies.com.au Introduction Commercialising ideas and developing a business requires consideration of intellectual property laws. If you don t you might be wasting money or risking the very
Portfolio Media. Inc. 860 Broadway, 6th Floor New York, NY 10003 www.law360.com Phone: +1 646 783 7100 Fax: +1 646 783 7161 email@example.com A Guide To Conducting IP Due Diligence In M&A Law360,
Intellectual Property is the body of law that protects the fruits of human intelligence: our inventions, our creative works, and the logos and brand names that we adopt for the goods and services we sell.
School of Graduate Studies INTELLECTUAL PROPERTY GUIDELINES INTRODUCTION Ryerson recognizes and is committed to preserving the principles of academic and intellectual freedom and ensuring that all creators
Technology Insights The basics of an Intellectual Property Program Inside: Features of an Intellectual Property Program What is intellectual property? Role of CEOs and CFOs Foreign patents or copyrights
Many people think that Ideas constitute an Invention. In this module, we make the distinction between an idea and an invention more clear. 1 2 The invention process for the successful inventor should start
Intellectual Property How to Protect Your Discovery Technology Transfer Office Technology Transfer In the course of doing research & development you make discoveries BloodCenter Research Foundation protects
Establishing The Goals of Your Audit INTELLECTUAL PROPERTY AUDIT CHECKLIST Establishing The Goals of Your Audit... 1 Identification of Potential Intellectual Property... 2 Classification of Intellectual
MODULE 10 IP Audit MODULE 10. IP Audit OUTLINE LEARNING POINT 1: Understanding an IP Audit 1. Definition of an IP Audit 2. Types of IP Audits 3. IP Audit team LEARNING POINT 2: Preparing for an IP Audit
PLC Intellectual Property & Technology An intellectual property (IP) and information technology (IT) due diligence request list for use in connection with an M&A transaction. This request list is designed
Intellectual Property Protection Helpsheet When running a business you need to consider protecting your intellectual property which could be anything from your logo to inventions, products and designs.
Fundamentals of Intellectual Property (IP) Management by Small and Medium-Sized Enterprises (SMEs) Dr. Horst Fischer, Corporate Vice President, Siemens AG Any company wishing to prosper in the next millennium
E TRAINING OF TRAINERS PROGRAM WIPO TRAINING OF TRAINERS PROGRAM ON EFFECTIVE INTELLECTUAL PROPERTY ASSET MANAGEMENT BY SMALL AND MEDIUM-SIZED ENTERPRISES (SMEs) Organized by the World Intellectual Property
THE INSTITUTE OF BUSINESS ADVISERS LONDON BRANCH Creative Industries Workshop Key IPR Issues Dr Rosanna Cooper, Principal, RT Coopers Telfords Yard, 6/8 The Highway London, E1W 2BS Tel: +44 207 488 2985
Law Offices of Robert A. Briskin, a Professional Corporation 1901 Avenue of the Stars, Suite 1700, Los Angeles, California 90067 Certified Specialist - Taxation Law Telephone (310) 201-0507 The State Bar
INTELLECTUAL PROPERTY VALUATIONS WISE, BLACKMAN LLP Canada firstname.lastname@example.org AGENDA Intangible asset categories When is a valuation required? Components of fair market value Fair value for financial
Intellectual Property: Protecting Your Ideas James J. Pohl Timothy A. Doyle April 23, 2009 Why Have Intellectual Property? To protect ideas and expressions and to promote investments in these activities
Patent Strategy for Emerging Companies Enterprise Works University of Illinois July 12, 2011 Chirag Shah CEO Mogambo Solutions alexandria chicago minneapolis champaign Outline Business and Patent Portfolio
Intellectual Property For Designers Jefferson Coulter PLLC Legal Solutions 1216 Pine Street Suite 201 Seattle, WA 98101 206.957.8181 www.coultertm.com 2 What Intellectual Property Rights Are Implicated
Intellectual Property Commercialisation Building Business on Your Ideas Tralee Institute of Technology 16 th April 2015 Joe Doyle Intellectual Property Manager Enterprise Ireland My objectives: Contextual
Intellectual Property Rights in the USA Intellectual Property Office is an operating name of the Patent Office Contents Intellectual property rights in the USA What are intellectual property rights? International
Appendix to the Questionnaire on Initial accounting for intangible assets acquired in Business Combinations In January 2008, the IASB completed the second phase of its Business Combinations project. As
RMI4AC Regional Workshop, 11 th to 13 th October, Gaborone AN INTRODUCTION TO IP & IP MANAGEMENT Alphonsus Neba OBJECTIVES To give participants a better understanding of Intellectual Property, its Protection
IP Asset Management, IP Audit and Due Diligence By Prof. A. Damodaran Indian Institute of Management, Bangalore Why IP Asset Management Their IP assets are in fact worth more than their physical assets.
Intellectual Property & Technology Commercialization Basics Judith Sheft Assistant Vice President Technology Development NJIT (973) 596-5825 Sheft@njit.edu Disclaimer I am not a lawyer What is Intellectual
View the online version at http://us.practicallaw.com/3-501-1681 IP Due Diligence Issues in M&A Transactions Checklist ELAINE D. ZIFF, SKADDEN, ARPS, SLATE, MEAGHER & FLOM LLP AND GRACE DEL VAL, SONY PICTURES
DUE DILIGENCE DATA ROOM CHECKLIST The following pages contain a detailed due diligence checklist that has been compiled from many years of M&A projects. While this is one of the most extensive and comprehensive
STATUTORY BOARD FINANCIAL REPORTING STANDARD SB-FRS 103 Illustrative Examples Business Combinations SB-FRS 103 Business Combinations Illustrative Examples Contents Examples of items acquired in a business
Intellectual Property How to Protect and Maximize Your Company s Intellectual Property HELPING COMPANIES MANAGE RISK At Travelers, We Help Companies Manage Their Risk The Different Types of Intellectual
Intellectual Property Due Diligence in Acquisitions Chen Wang, Deputy Chief IP Counsel, E.I. du Pont de Nemours and Company Neil Henderson, Partner, Borden Ladner Gervais LLP Marc Lampert, Student-at-Law,
The Basics of Intellectual Property Mala Joshi, Blaney McMurtry LLP 2 The Canadian Intellectual Property Office (CIPO) CIPO is responsible for the administration of the intellectual property (IP) system
LOJACK CORPORATION THIRD PARTY TRADEMARK GUIDELINES INTRODUCTION As a company, we are committed to protecting our trademarks and respecting the trademark rights of others. As part of this commitment, LoJack
INTELLECTUAL PROPERTY RIGHTS (IPR) WHAT IS AN IPR? Intellectual Property Rights are legal rights, which result from intellectual activity in industrial, scientific, literary & artistic fields. These rights
THE MANAGEMENT OF INTELLECTUAL CAPITAL Many companies have come to realize that market value multiples associated with its intangible assets (patents, trade-marks, trade secrets, brandings, etc.) are often
GAMES WORKSHOP S 2013 NORTH AMERICAN RETAILER POLICY EFFECTIVE: June 15, 2013 ISSUED BY: GAMES WORKSHOP RETAIL INC (hereinafter collectively GAMES WORKSHOP ) This 2013 North American Retailer Policy (the
PATENTS PROTECTING YOUR INVENTIONS i) Intellectual Property Overview ii) Patent Application Process and Patent Infringement iii) Patent Searches on the Internet Ryan Dupuis - Patent Agent 2010 Ade & Company
SolarWinds Trademarks and Copyrights Guidelines The SolarWinds trademark and copyright guidelines are to assist SolarWinds partners and other SolarWinds authorized licensees, resellers, distributors, and
Inventions & Patents: Marketing a New Idea About Intellectual Property Intellectual Property (IP) refers to the rights assigned to individuals who have created an original work. This can include inventions,
CASE STUDY SETTING UP A UNITED STATES BUSINESS Presentation to NOF Energy James D Prappas John M Stephenson Jackson Walker L.L.P. 27 January 2015 Houston I. Introduction UK Consulting Company History 1.
World Book 1. TRADE-MARKS 1.1 INTRODUCTION The Act relating to trade-marks and unfair competition (commonly known as the Trade-marks Act) governs trade-mark matters in and, as a federal law, receives application
TECHNOLOGY CHECKLIST FOR COMPANY MANAGERS AND COUNSEL 2009 WilmerHale LLP Table of Contents I. Inventory of Intellectual Property Assets...1 A. Patents... 1 B. Trademarks/service marks... 1 C. Common law
Valuation Services Global Capabilities Delivered Locally KPMG LLP Today s global environment has elevated the importance of valuations that support financial reporting, tax planning, litigation, and mergers
Intellectual Property Strategies for Startups Aly Z. Dossa February 2012 Why is IP important to Startups? To protect core idea upon which the startup is founded To create and maintain a competitive advantage
Managing Innovation & Intellectual Property Rights Board library reference Document author Assured by Review cycle P107 Liam Stallard Executive Team Company Secretary 3 Years This document is version controlled.
PRIVATE COMPANIES Grooming Your Business for Sale Plan for the Future but Be Prepared for the Unexpected KPMG ENTERPRISE 2 Grooming Your Business for Sale Grooming Your Business for Sale Plan for the Future
The Biotech Business Life Cycle and The Lawyer s Role as Counselor and Advisor ASU February 15, 2010 1 BIOTECH BUSINESS CYCLE AN INTERDISCIPLINARY APPROACH TO LEGAL REPRESENTATION Intellectual Property
INTELLECTUAL PROPERTY MARKETING LICENSING ADMINISTRATION L. Staton Noel III, MS, MBA Director http://innovate.uncg.edu/ Who and Where STAFF Staton Noel (Director ) Lisa Goble (Licensing and Research Policy
Valuation Practice Intellectual Property & Intangible Assets ICM Advisors INTELLECTUAL CAPITAL MANAGEMENT Leverage the intangible assets Business needs drive IP Valuation Intellectual Property (IP) and
I. Purpose or Scope Art Institute Intellectual Property Policy (MAY 2013) The unauthorized distribution of copyrighted material, including unauthorized peer-to-peer file sharing, may subject students and
From Ideation to Product Solutions Managing Intellectual Property and Translating Science to Practical Applications Joshua Nelson Program Manager, TREAT Overview Introduce Simbex and the Center for Translation
Trademark With a heavyweight reputation and a national reach across the market (World Trademark Review 1000), Fish & Richardson is among the top trademark firms in the United States. Our practice includes
Controlling Legal Risk: Business Formation, Taxes and Intellectual Property Presented by: Frank P. Nagorney, Esq., Cowden & Humphrey Co. LPA Thunderbird School of Global Management September 23, 2014 Copyright
END USER LICENSE AGREEMENT ( EULA ) PLEASE READ CAREFULLY THIS EULA IS A LEGAL AGREEMENT BETWEEN YOU, EITHER AS AN INDIVIDUAL, COMPANY OR OTHER LEGAL ENTITY (IN ANY CAPACITY REFERRED TO HEREIN AS END USER,
The following is an extraction from Marketing Ingenuity and Invention: an Innovation Guidebook, a publication from the Wisconsin Innovation Service Center. Marketing Ingenuity and Invention an Innovation
Top 10 Questions About Intellectual Property Otherwise known as: How do I Trademark my Patents at the Copyright Office? Rebecca Bishop 6500 City West Parkway, Suite 100 Eden Prairie, MN 55344 (952) 253-4100
By Daryl Martin and David Drews* IPmetrics LLC INTRODUCTION Unlike many of the other assets found on a company s balance sheet, the intangible assets, such as patents, trademarks and copyrights, are among
SPYDERS END USER LICENSE AGREEMENT TERMS AND CONDITIONS 1. IMPORTANT NOTICE PLEASE READ THE TERMS AND CONDITIONS OF THIS LICENSE AGREEMENT (THE AGREEMENT ) CAREFULLY BEFORE PROCEEDING TO USE THE ENCLOSED
BY CLICKING THE ACCEPT BUTTON ON THE PROGRAM TERMS ACCEPTANCE PAGE OF ANY ACQUIA CERTIFICATION PROGRAM EXAM, YOU ACCEPT AND AGREE TO BE BOUND BY THIS ACQUIA CERTIFICATION PROGRAM AGREEMENT, INCLUDING ANY
PLEASE READ THIS U.S.A. TRADEMARK USAGE POLICY (THIS "POLICY") CAREFULLY BEFORE USING ANY TRADEMARKS OF NOVA CHEMICALS CORPORATION OR ANY OF ITS AFFILIATES (COLLECTIVELY NOVA CHEMICALS ). THIS POLICY GOVERNS
Matthew D. Smith Sr. Technology Licensing Officer Technology Business Law 1. WHAT IS INTELLECTUAL PROPERTY? PATENTS TRADEMARKS COPYRIGHTS TRADE SECRETS 2. WHY IS PSU INTERESTED IN PROTECTING ITS INTELLECTUAL
European IPR Helpdesk Fact Sheet Inventorship, Authorship and Ownership The European IPR Helpdesk is managed by the European Commission s Executive Agency for Competitiveness and Innovation (EACI), with
web applications and websites W A T S O N H A L L Watson Hall Ltd London 020 7183 3710 Edinburgh 0131 510 2001 email@example.com www.watsonhall.com Identifying information security risk for web applications
WELCOME TO... IP in Digital Economy www.thenextweb.com KIPO-KWIA-WIPO INTERNATIONAL SEOUL, MAY 10 to13, 2010 WORKSHOP FOR WOMEN INVENTORS AND ENTREPRENEURS 2010 LARYSA KUSHNER Overview 1. IP and E-Commerce
C-DAC Medical Informatics Software Development Kit End User License Agreement BY DOWNLOADING AND INSTALLING, COPYING OR OTHERWISE USING THE CENTRE FOR DEVELOPMENT OF ADVANCED COMPUTING ( C-DAC ) MEDICAL
www.pwc.es Managing intangible assets It is time to act We add the value you need 2 Technology Page 5 1 Information management Page 4 3 Content Page 6 6 Taxation of intangible assets Page 10 4 Trademarks,
Jerry Haynes Law registered patent attorney 2 North Oakdale Avenue Medford, OR 97501 Phone: (541) 494-1433 Fax: (206) 222-1641 www.jerryhayneslaw.com Located in Medford, Oregon, Jerry Haynes Law assists
INTELLECTUAL PROPERTY LAW FOR THE ENTREPRENEUR Peter R. Leal INTELLECTUAL PROPERTY FROM THE BEGINNING OF THE BUSINESS Next to its management team, intellectual property is a startup s most important asset.
TECHNOLOGY RENEWAL APPLICATION IMPORTANT NOTES: This Application is submitted to Travelers Insurance Company of Canada ( TICC ) and St. Paul Fire and Marine Insurance Company ( SPFM ). In the event a policy
Canon USA, Inc. WEBVIEW LIVESCOPE SOFTWARE DEVELOPMENT KIT DEVELOPER LICENSE AGREEMENT This Webview Livescope Software Development Kit Developer License ("Agreement") between you, the "Developer" and the
Glossary of IP Terms Term Abstract of the Disclosure (AKA Abstract) America Invents Act (AKA the AIA) Application (patent) Application Number (patent) Assignment Claims Continuation in Part (CIP) Definition
A Corporate, Tax and Business Advisory Law irm IP & IT Division Intellectual Property Litigation and Enforcement 360 IPR Management and IPR Audit PATENT, TRADEMARK COPYRIGHT THE IRM Vaish Associates is
By in-house counsel, for in-house counsel. SM InfoPAK SM Intellectual Property Primer: Patents, Trademarks, Copyrights, and Trade Secrets An Introduction to Intellectual Property for In-House Counsel Third
Form: Contents of Online Data Room Description: In many M&A transactions, an online data room is prepared to house key documents that a buyer will want to review as part of its due diligence process. This
THE PHONE RINGS FROM DOWN SOUTH: WHAT ISSUES SHOULD I CONSIDER FOR EXPANDING MY U.S. FRANCHISE INTO CANADA? By Leonard H. Polsky Gowling Lafleur Henderson LLP Vancouver, British Columbia SYNOPSIS Canadian
OVERVIEW: Page 1 A trademark indicates the name of the source of the product or, if a service mark, the source of the service. It should be a symbol of your reputation for quality, dependability, and value.
Intellectual Property Management Why Luxembourg is a good idea Introduction In today s economy knowledge is king and it is more and more common that it is a group s intellectual property that forms the
What Every Non IP Attorney Should Know Morris E. Turek Solo practitioner representing entrepreneurs, small businesses, non profits, and educational institutions Ten years of non patent IP law experience
BUSINESS VALUATION QUESTIONNAIRE The responses to the questions contained in this questionnaire will be used in our valuation analysis. As such, please provide as much detail in your responses as possible.
NPSA GENERAL PROVISIONS 1. Independent Contractor. A. It is understood and agreed that CONTRACTOR (including CONTRACTOR s employees) is an independent contractor and that no relationship of employer-employee