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(Objective is to provide new and prospective members with an overview of the Taskforce operations.) |
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- The RD&D Program (Dr. Steve Henning.)
- Protocols of participation & collaborative endeavor (Bob Shearer)
- The Taskforce publishing operations (Sallie Randolph)
- The Taskforce modeling & simulation operations (Dr. Vassilis Keramidas)
- The Taskforce systems & tools (Abha Divine)
- The Taskforce Economics Council & Fellows Program (Dr. Martin Fleming)
- International Division (Dr. Russell Hsing)
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Foundational Principles & Practices (Overview & Refresher)
- Karl Fink, Managing Partner, Fitch Even Tabin & Flannery
- Mike Geoffrey, Counsel, Reed Smith
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(This optional session provides the Pre-requisite knowledge for the conference for the non-IP professional or those just entering the IP community of professionals) |
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- Dr. Adam Drobot & Rick Jarman
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(Objectives: To establish the expectations and collaborative tone of this developmental experience and provide the networking opportunities among participants - buyer, seller, professional service providers, speakers and Taskforce coaches) |
- Dr. Don Merino, GM, Acquisitions, Intellectual Ventures
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(Objectives: {1} Link the capabilities of corporate IP transactions to financial performance, competitiveness and national interests; and {2} Continue with the definition, practices and procedures for managing within the transaction framework, {3} present investment community perspectives regarding IP in capital markets.) |
| Morning Chair - Charles Larson, President, Innovative Research International |
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- Dr. Martin Fleming, VP Strategy, IBM Corporation - IP & Its Effects on Corporate Strategy Performance
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Panel:
- Dr. Steve Henning, Partner, Marks Paneth & Shron
- Bob Laux, Director, External Reporting & U.S. Controller, Microsoft
- Steve Landefeld, Ph.D. Director, BEA, U.S. Dep't. of Commerce
- Carl Horton, Chief IP Counsel, GE
- Peter Harter, VP Political Affairs, Intellectual Ventures
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Mark Newsome, Securities Analyst, ING & President, New York Association of Securities Analysts
Chip D'Angelo, Principal, 1790 Analytics |
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Afternoon Chair - Rick Jarman, President & CEO, National Center for Manufacturing Sciences |
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(Objectives: {1} Continue the definition of measures, metrics and protocols to engage in IP transactions successfully; and, {2} provide the opportunity for sellers, buyers and service providers to engage in private conversations.) |
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- Contemporary Valuation in IP Transactions - Bill Coughlin, President, Ford Global Technologies
- Advanced Valuation Techniques to Accelerate Deals - Dr. Don Merino, General Manager, Acquisitions, Intellectual Ventures
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PANEL: The role and requirements from the buyer and service provider to enable the transaction.
- Cash Elston, Manager, Patent Acquisition, Intellectual Ventures, Moderator
- Dr. Joe Danielle, President, Acorn Technologies
- Abha Divine, President, Techquity
- Joe Chernesky, President, IPotential
- Chris Leisner, Founder, Creative IP Solutions
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After Dinner Dialogue - Transaction Protocols & Standards Instructional Modules -
Part 4 -
Discussion of what it takes to get internal corporate buy in for IP deals
- Tracey Thomas, VP & Chief IP Strategist, American Express
- Bill Coughlin, President & CEO Ford Global Technologies
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| Morning Chair, Rory Radding, Partner, Morrison & Foerster |
| (Objectives: {1} To provide tools to support the strategic & tactical decision processes; {2} provide industry perspectives and variances; and {3} provide a score card to enable the participant to assess her company's readiness to engage in IP Transactions) |
Karl Fink, Managing Partner, Fitch Even Tabin & Flannery
Mike Geoffrey, Counsel, ReedSmith |
Employing Decision Support Models - Strategy & Models
Dr. Vassilis Keramidas, VP Telcordia Technologies
Dr. Paul Tukey, Sr. Scientist, Telcordia Technologies
Dr. Martin Fleming, VP Strategy, IBM |
| (Objective - introduction to, loading of and manipulation of the Taskforce IP acquisition model.) |
| (Objective - Distribution of the refined Taskforce agreements and protocols to facilitate transactions.) |
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| Afternoon Chair - Dr. Steve Henning, Partner, Marks Paneth & Shron & Taskforce Program Director |
| (Objective - integrate the international competitive imperatives of intellectual capital with corporate competencies and strategies) |
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Dr. Steve Henning, Partner, Marks Paneth & Shron
Abha Divine, President, Techquity
Jonathan Low, Founder, Predictiv |
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| Distribution & Instructions of How to use the Taskforce Transaction Proficiency Scorecard |
| (Objective - introduction to and explanation of how to use the scorecards to begin an internal review of readiness to engage in the business of IP transactions.) |
Bob Shearer, Acting CEO, Center for Advanced technologies
Steve Parmelee, Partner, Fitch Even Tabin & Flannery
Dr. Jan Jaferian, Sr. VP, UTEK Corporation
Dr. Bruce Stuckman, Partner, Garlick, Harrison & Markison |
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| Date & Location TBD (late Nov -early Dec 3 Thursday - Saturday in a resort retreat format) |
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