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   ENGINEERING MANAGEMENT SOCIETY 

 

2004 seminar series 

A number of full day seminar modules this past year were presented by experts on various topics.  Five such seminars have been held with great appreciation by participants : (see Innovator, Strategic Management, Hi-Tech Finance, Hi-Tech Marketing and Project Management links below).  Each participants were provided with handout notes that covered the presentations.

Typical questions that were answered

We now invite you to participate to:

IEEE INTELLECTUAL PROPERTY SEMINAR

Broad Target Audience: Technology Managers, Engineers, CTO’s & others. (do your colleagues a favour and make them aware of this seminar).  Other EMS Chapters interested in a live "Webinar" of this event can contact Grefford@ieee.org for details).  Typical Questions which will be covered

Objectives: The participants will gain a basic understanding of a key intellectual property (IP) concepts and their application to commercial activity including: What various IP regimes, such as patents, trademarks, copyrights, industrial design and trade secrets actually protect. The substantive and formal requirements for obtaining various forms of IP protection. Special considerations relating to specific technologies, such as biotechnology, software, the Internet, etc. Where in the world to protect IP and why. The interaction between IP laws and competition law. How to work with an IP professional to maximize efficiency and reduce costs. Identifying technology that is suitable for commercialization and IP protection. The role of universities and other resources in commercializing technology. How to understand what IP you have and how it relates to third party IP rights. How to maximize the value of IP through various licensing and other arrangements. How to find licensees for your technology and related IP rights. How to set royalties for licenses. The elements of a licensing agreement. Infringement and validity of IP rights. Enforcing and defending such rights. How to develop a comprehensive IP protection and exploitation strategy for your organization

Date: November 26, 2004

Time: This seminar will take place from 8:30 a.m. to 4:35 p.m.

Location: CRC, 3701 Carling Avenue, Ottawa, Ontario

Speakers: Chris Tacit, Lawyer and Trade-Mark Agent, Nelligan O’Brien Payne Wing Yan, Lawyer and Patent and Trade-Mark Agent, Nelligan O’Brien Payne Trevor McDonald, Litigation Lawyer, Nelligan O’Brien Payne Dinesh Kakadia, Technology Transfer Officer, University of Ottawa Pierrette Breton, Principal, Global Intellectual Strategies

Session Cost (includes continental breakfast, breaks, lunch and handouts):

$120 – Registration before May 20, 2004, (all costs includes GST) 

$90 - OCRI, PEO and OSPE members

$60 - IEEE Members (Membership available at www.ieee.org )

$30 - Students, IEEE (EIT)* and EMS Members.

Registration click here.  (space is limited to maximum 70 participants, registration required

Some questions that will be answered

Outline & Agenda:

08.30 - 08.45 a.m. Registration, coffee & muffins and networking

08.45- 08.55 a.m. Introduction & your IEEE & EMS updates (John Grefford) 

08:55 – 9:05 a.m. Overview and discussion of objectives (Chris Tacit)

9:05 – 10:45 a.m. Protecting intellectual property rights (Wing Yan and Chris Tacit) Patents and industrial designs, Trade secrets & Trademarks, Copyrights and other Considerations relating to specific types of technology: Biotechnology, Software, Internet, audiovisual, Considerations relating to geography – where and how to protect IP rights Competition law considerations

10:45 – 11:00 a.m. Morning Break

11:00 – 11:20 a.m. Identifying technology for commercialization (Dinesh Kakadia) How to identify technology that can be commercialized at the R & D stage. The university’s role in the commercialization of technology. Other resources of assistance in the commercialization of technology

11:20 – 11:40 a.m. Working with an IP professional to protect IP rights (Panel discussion – Dinesh Kakadia, Wing Yan and Chris Tacit)

11:40 – 12:00 a.m. Morning Q & A session (all speakers)

12:00 – 1:15 p.m. Lunch

1:15 – 2:45 p.m. Exploiting and preserving intellectual property rights (Chris Tacit and Pierrette Breton) • Auditing, licensing, cross-licensing and pooling intellectual property rights • Searching for licensees – commercial technology transfer and stopping/preventing infringement • Technology Transfer - Understanding the markets to which patents and trade secrets apply Researching the players in the relevant technologies - Deciding on who to approach for licensing (Pierrete Breton) • Obtaining evidence to promote your position - Offensive licensing o The Portfolio review – identify patents of interest to industry o Identifying infringing technology/companies o Obtaining evidence of infringement - Defensive licensing o Evaluation of validity of patents • Setting royalties - Determining the value of the licensed or infringing technology or product - Common industry rates - Example of rates set by the courts - “Best practices” method of setting rates • Content of licensing agreements

2:45 – 3:00 p.m. Afternoon Break

3:00 – 4:00 p.m. Enforcement of IP rights - Infringement and validity (Wing Yan and Trevor McDonald) What is infringement? How can IP rights be invalidated? What types of litigation and remedies are available for infringement?

4:00 – 4:20 p.m. How to develop an IP rights protection and exploitation strategy (Panel discussion – Dinesh Kakadia, Pierrette Breton, Trevor McDonald, Wing Yan and Chris Tacit)

4:20 – 4:35 p.m. Afternoon Q & A session (all speakers) & request for evaluations (Chris Tacit)

PRESENTERS

Pierrette Breton has over 20 years of experience in the field of semiconductor technology. Before founding Global Intellectual Strategies in August 2000, she spent eight years with Northern Telecom’s Semiconductor Group in wafer fabrication and device testing, followed by ten years in integrated circuit design analysis; four years with Semiconductor Insights, and six years with Chipworks. This extensive and functional experience has laid the foundation for her work in support of Intellectual Property Management. Since 1994, Pierrette has consulted in patent matters involving licensing strategies and claim application. She has been deposed on numerous occasions in support of Patent Litigations and has testified at trial as an Expert Witness within the semiconductor discipline. Pierrette is a registered U.S. and Canadian Patent Agent and is a named inventor in two U.S. and corresponding Canadian patent applications. She holds a diploma in Electro Mechanical Engineering from Algonquin College in Ottawa, Ontario, Canada.

Dinesh Kakadia is currently Technology Transfer Officer at the University of Ottawa. Prior to joining the University, he was Director Finance at Lumic Electronics, an Ottawa-based fabless semiconductor company where he was involved in raising over $15 million in venture financing over several rounds. Before joining Lumic, Mr. Kakadia spent 5 years in Corporate Finance reviewing private equity financing opportunities in the software and electronics fields with a Vancouver-based investment firm. Mr. Kakadia holds a Masters degree in Business Administration.

Trevor McDonald was called to the Ontario Bar in 2001, and practices in the area of general civil litigation at Nelligan O’Brien Payne LLP. He has acted on behalf of clients seeking to enforce and protect their intellectual property rights in the Ontario Superior Court of Justice, Federal Court of Canada, and Federal Court of Appeal. He has recently been involved in a patent injunction case involving the marketing of ceramic prop pants, and a case involving ownership rights to a domain name.

Christian (Chris) S. Tacit, B. App. Sc. (Elec. Eng.), LL. B., M.B.A., is a partner of Nelligan O’Brien Payne serving both national and international clients in the private, public and not-for-profit sectors. Chris’ practice encompasses corporate and commercial law, technology law, and intellectual property law, and much of his work involves clients operating in technology-intensive industries or environments. Chris also practices in the areas of public law and regulation. His particular focus is on the communications, electricity and government sectors, and on the deregulation of regulated sectors of the economy. Chris’ work includes the representation of client interests in the courts, before federal and provincial boards, tribunals and regulators, before Parliamentary Committees and in various government departments and agencies. In addition to being called to the Ontario Bar, Chris is also a licensed professional engineer and a registered trade-mark agent. Prior to practicing law, Chris held a number of technical and managerial positions in the communications industry. Chris holds a number of professional affiliations, is a frequent guest speaker at various conferences and has authored a number of published articles.

Wing T. Yan is a lawyer and registered patent agent and trademark agent. He practises with the law firm of Nelligan Power in Ottawa and is the partner in charge of the firm’s Intellectual Property Group. Wing practises exclusively in the field of intellectual property law and assists domestic and international clients in acquiring all forms of IP rights. Wing has extensive experience in dealing with Internet and multimedia copyright, trademark and domain name infringements matters. Wing’s professional affiliations include the Canadian Bar Association, Intellectual Property Institute of Canada, American Intellectual Property Law Association, International Trademark Association and Licensing Executives Society.

 

You are welcome to submit suggested topics.    

 If you wish to volunteer to help organise a seminar, do not hesitate and contact EMS Officers.

 * For additional information or to indicate transition please contact: John Grefford at Grefford@ieee.org , or call 613-839-1108.  You may become a member at www.ieee.org

 

 


(Modified:6 Oct  2004)