IP & Licensing Basics: A One-Day Review
DATE & TIME
Friday, September 7, 2012
8:00 AM – 9:00 AM: Registration & Breakfast
9:00 AM – 5:30 PM: Course
5:30 PM – 7:30 PM: Reception
LOCATION
Course
University of Houston Law Center
4750 Calhoun Road
Houston, TX 77004
Maps and Directions
DESCRIPTION
This one-day course provides a survey of the basics of intellectual property (IP) and licensing. It builds a practical understanding of core IP and licensing concepts from both the business and legal perspectives. Each course, taught by both legal and business experts working as a team, is divided into five topics with examples, exercises and interaction between instructors and fellow students. Topics include: Introduction to IP; Basics of IP Commercialization & Licensing; Determining Reasonable License Fees & Royalty; Managing Risks; and a Licensing Case Study.
The course is divided into the following five modules:
| Module 1. | Introduction to IP: Introduction to the different types of IP including patents, trademarks, copyright, trade dress, and trade secrets. |
| Module 2. | Basics of IP Commercialization & Licensing: Introduction to licensing, including reasons for licensing, description of licensing agreements, infringement, competition law, and relationship-building. |
| Module 3. | Determining Reasonable License Fees & Royalty: Licensing risks and rewards, different valuation methods (e.g., Market, Financial, Cost) and their pros and cons, and royalty structures. |
| Module 4. | Managing Risks: Identifying and managing different types of risk, including confidentiality, infringement, liability, collection of royalties and other fees, and unlicensed competition. |
| Module 5. | Licensing Game: Students put into practice what they've learned by dividing into licensee and licensor teams and then discussing and negotiating terms of a licensing case study, based on both public and confidential information they are given. At the end of the negotiating session all teams report their results and how and why they reached them. |
CLE/CPE
IP Basics is approved for CLE in the following states:
Texas: 7.0 hours
California: 7.0 hours
Illinois: 7.0 hours
Pennsylvania: 7.0 hours
Click here for more information about CLE
CONFIRMED INSTRUCTORS
Jeffrey Whittle, CLP, Partner, Bracewell & Giuliani
Louise Levien, Ph.D., CLP, Senior Planning Associate, Intellectual Property and Licensing, ExxonMobil Upstream Research Company
Dennis W. McCullough, D.Eng., CLP, InnovCore Technology Management Consultants LLC
REGISTRATION FEE
(includes breakfast, lunch, and networking reception)
LES Member and Non-Member: $195
University Faculty: $125
LES Student Member: $25
Non-Member Student: $35*
*For non-member student, fee includes one year LES (USA & Canada) student membership
Can't make the course. Join course participants and faculty at the evening networking reception.
Reception Only
LES Member: $20
LES Non-Member: $25
CANCELLATION POLICY
No refunds after August 24
Substitutions are permitted
INSTRUCTOR BIOS
Jeffrey Whittle
Jeffrey Whittle has experience representing clients in various technology-based transactions, including licenses, agreements for technology development, transfer, acquisition, joint development, product development, strategic alliance, collaboration, and product distribution, as well as various other intellectual property agreements in the software, e-commerce, energy, telecommunications, mechanical/electrical, financial, and medical industries.
Mr. Whittle also has experience representing clients in various patent, trademark, copyright and other intellectual property matters, including patent, trademark and copyright preparation and prosecution, mergers and acquisitions, due diligence investigations and opinions, strategic planning, portfolio analysis, various types of intellectual property, litigation and client counseling. Mr. Whittle is a frequent speaker and author nationally and internationally.
Louise Levien
Louise Levien has worked in a diverse set of assignments at Exxon and ExxonMobil in Upstream Research for over 30 years. She has performed research in Petrophysics, Geologic Modeling, and Visualization, supervised diverse research programs and held several assignments in Planning and Analysis. After working with IP from the business side of ExxonMobil for many years, Louise joined URC's Intellectual Property and Licensing group in 2007. She is responsible for IP processes, the Intellectual Property aspects of agreements and licensing transactions impacting ExxonMobil's Upstream business.
Dr. Levien has a ScB in Geological Sciences from Brown University and MS and PhD degrees in Geochemistry from Stony Brook University. She is a Certified Licensing Professional (CLP).
Dennis McCullough
Dr. Dennis McCullough is an independent consultant in the field of strategic management of technology-based businesses. Dennis helps clients focus on the strategic use of IP assets in complex business transactions including technology acquisitions, technology alliances and joint ventures, technology licensing, and technology commercialization. He has been associated with The Shaw Group, ABB Lummus Global, Bechtel, Litwin E&C, and Eastman Chemical and currently serves on the Board of Directors for Membrane Technology & Research Inc., a leading membrane technology company.
Dennis earned a BS degree in Chemical Engineering from the University of Houston and Masters and Doctorate degrees in Chemical Engineering from Texas A&M University. He is a member of the AIChE, the LES, the Association of Strategic Alliance Professionals, and the Institute of Management Consultants. Dennis also is a Registered Professional Engineer in Texas (#36,141), a Registered U.S. Patent Agent (#54,304), a Certified Licensing Professional (CLPTM#2065)*, and a Certified Patent Valuation Analyst (CPVATM).
DIRECTIONS
Directions to The University of Houston Law Center and East Garage Visitor Parking
The University of Houston Law Center is located off of I-45, south of downtown Houston.
Directions From I-45 North
To reach the Law Center from I-45 northbound, take the Elgin-Cullen/Lockwood exit, turn left under the freeway at the first light (Elgin). Proceed under the freeway to the next stoplight. Turn left onto the feeder. (Essentially a U-turn under the freeway). The university will be on your right. Proceed through the next light and continue to follow the road as it curves to the right (see map to East Garage). After the curve, the entrance to the University of Houston East Garage will be on your right. Turn right and follow the road/parking lot to the covered visitor parking in the East Garage. Enter the East Garage by taking a ticket. Park on any level in the available visitor parking spots. Payment for parking is collected when you exit the garage with your car. Payment is made to an automated credit card machine. Note – the machine does not accept American Express Cards. Parking is approximately $9 for a full day.
Directions From I-45 South
To reach the Law Center from I-45 southbound, take exit Spur 5/44B. Proceed to the first light, University Drive. Turn right onto University Drive. Proceed to the stop sign. Turn right to enter the parking lot. The East Garage is located on the far side of the parking lot (see map to East Garage). Enter the East Garage by taking a ticket. Park on any level in the available visitor parking spots. Payment for parking is collected when you exit the garage with your car. Payment is made to an automated credit card machine. Note – the machine does not accept American Express Cards. Parking is approximately $9 for a full day.
Directions from the East Parking Garage to the University of Houston Law Center.
Exit the side of the East Garage that faces Calhoun Street. Walk to Calhoun Street. Depending upon circumstances, crossing to the other side of Calhoun at this point might be preferable. Turn right and proceed down Calhoun. You will know you are headed in the correct direction if you see the following in front of you: (1) the dead end of Calhoun Street, (2) The Calhoun Lofts (dormitory) on the right side of Calhoun Street, (3) The University of Houston Law Center Parking Lot across the street from The Calhoun Lofts.
While there are visitor parking space meters, these are usually very hard to get. Hence, our recommendation is to park in the East Garage and take a brief walk to the Law Center.