For the 8th consecutive year, executives from a variety of industries will come together to discuss innovation and intellectual property strategies that improve business performance.
This year’s conference will focus on nurturing and monetizing creative behavior, protecting innovation, and systematizing the innovation process - ultimately “Transforming Ideas into Distinguished Results.”
Last year’s conference, Creating Business Advantage with IP, focused on the specifics of how to protect IP at different business stages. This year’s focus is on increasing the pipeline of innovation which can then be protected. We believe innovation protected by IP improves business performance by Transforming Ideas into Distinguished Results.
Specifically, more innovation in products and service yield improved business results through:
Wednesday, November 3:
3:00-6:00pm Registration and Resort Check-In
6:00-7:00pm Wine & Vermont Artisan Cheese Reception (Terrace)
7:00-8:30pm Welcome Dinner (Tamarack Ballroom A&B)
Thursday, November 4:
7:15-8:15am Networking Breakfast
8:15-8:20am Welcome & Opening Remarks
Managing Director & President, ipCapital Group
8:20-9:15am Individual Introductions, Meeting Expectations, and “What Keeps You Awake at Night About Achieving Distinguished Results”
Nancy Edwards Cronin
Principal Partner, ipCapital Group
9:15 -10:15am “Transforming Ideas into Distinguished Results: Achieving Sustainable Innovation”
President, FIRST and former Under Secretary of Commerce for Intellectual Property and Director of the United States Patent and Trademark Office
10:15-10:30am Networking and Refreshment Break
10:30- 11:30am “How IP and IAM Can Leverage Innovation Processes for Dramatically Improved Results”
Managing Director & Chairman, ipCapital Group
11:30-12:30pm “Maximizing the Value of Companies with Disruptive Technology Through Strategic IP Process”
Christopher A. Marlett
Co-Founder, Chairman and CEO, MDB Capital Group
12:30-1:15pm Networking Lunch
1:15-1:30pm Luncheon Presentation: “Disrupting Patent Litigation”
CEO, Article One Partners
1:45-2:45pm “Developing Systematic Innovation in a Multi- Company Organization”
Manager, Innovation Implementation Services, Masco Corporation
2:45-3:45pm “Building the Innovation Bridge, Not Jumping It”
Director, Intellectual Asset Management, TeleCommunication Systems, Inc.
3:45-4:15pm Networking Break
4:15-5:15pm “Tools That Connect the Innovation and IP Process”
Vice President & Managing Director, Global Intellectual Property for LexisNexis
6:15-7:15pm Cocktail Reception
Friday, November 5:
7:15-8:15am Networking Breakfast
8:15-9:15am “Vertical Integration Strategies: When to Innovate, When to Acquire”
Assistant Vice President, Intellectual Property, Nestle Corporation
9:15-10:15am “Open Innovation Roadmaps and IP Strategy in the Financial Services Industry”
Manavinder S. Bains
Chief Counsel - Technology NYSE Euronext
10:15-10:45am Networking Break
10:45-11:45am “Tools and Process to Stimulate Innovation”
Director Technology & IP, MSA
11:45-12:45pm “Achieving Service Innovation in the Public Sector”
Innovation & Strategy Director, Serco Group plc
12:45-1:45pm Networking Lunch
Key questions the conference will help answer:
Terry Adams is the Assistant Vice President for Technology Intellectual Property at Nestlé’s Head office located in Vevey, Switzerland. Mr. Adams has spent his entire career in the consumer products industry developing products in dozens of different product categories for countries all over the world. He began his professional career at the Procter and Gamble Corporation in Cincinnati, Ohio as a product researcher in the Soaps and Detergents Division. He became Group Leader in the Liquid Dish Detergent Division in 1991. In 1994, Mr. Adams joined the Dial Corporation (Now a company of Henkel KGaA) in Scottsdale, Arizona where he became the Manager of Process Development for the Personal Care Division. He was later appointed Manager of International Technology Coordination covering all of Dial’s product categories. In 1998, Mr. Adams joined the Kimberly-Clark Corporation as a Research Manager for the Feminine Care Sector managing North American and International product development efforts. He joined Kimberly-Clark’s Child Care Sector in 2000 and in 2001 joined the Family Care Sector as the Global Interface Manager. Mr. Adams was later appointed the Senior Research Manager of the Global Intellectual Asset Management (GIAM) Team where he provided strategic coordination of Kimberly-Clark's 3500 patent families and other global intellectual assets across a range of technologies. Mr. Adams joined Nestlé in July 2006 in his current role to lead the Technology Intellectual Property (TIP) function that has a network across 18 technology centers in 8 countries. Mr. Adams received his B.S. and M.S. degrees in chemical engineering from Howard University (Washington, D.C.) in 1985 and 1988 respectively. Mr. Adams was born in Pensacola.
Charles “Chase” Anstead is an accomplished, results-oriented executive with over 27+ years experience in strategy (business, IT & IP), business development, and IT with Fortune 100 companies spanning multiple industries and geographies. He has broad experience with opening new markets, and leading multi-cultural teams in global, virtual environments.
Chase spent 18 years growing up in Central and South America, from the picturesque Andes in Quito, Ecuador to the waterfront views in Managua, Nicaragua to the lush tropics of Panama. He’s since become a Texan, living in the “oil and space” capital of the world, Houston, for the last 23+ years.
Chase is currently the Intellectual Asset Development Manager operating as part of Shell’s GameChanger Strategic Innovation team at Shell Global Solutions, the R&D arm for Royal Dutch Shell (ranked #1 Fortune Magazine 2009). He’s responsible for IP compliance, IP valuation, IP metrics, IP technology transfer (sale) of underutilized assets and recently for IP strategy development for Shell’s Downstream organization. He says it’s exciting to work with some of the brightest and most creative minds in discovering and developing new and emerging technology for Shell.
He’s held several other leadership roles with Shell developing new/emerging businesses at Shell as a commercial business development manager, managing consultant and strategy advisor. Prior to that, Chase spent 17 years in the IT industry as a Director of IS monetizing the operational and overhead aspects of IT to create additional revenue via outsourcing, timesharing, etc. for companies such as CSC, MCI and Lucas Industries.
Chase is a graduate of the US Air Force Academy, an avid private pilot and a member of MENSA. He is married to his lovely wife, Marie and has a 3 year old precocious son, as his namesake.
Victor Pascucci III is an Assistant Vice President, Executive Attorney (EP) in Enterprise Operations Counsel. He is responsible for USAA's Intellectual Property Program, technology transactions and IT Security matters. In addition to defining and implementing USAA's intellectual property strategy, Victor is lead counsel for all operational legal advice and transaction support to USAA's IT, IT Security and Corporate Security departments.
Prior to his position with USAA, Victor served as Secretary and General Counsel for a San Antonio based software and cyber security company (INC 500, 14th Fastest Growing Private Company in America). Before relocating to San Antonio, Victor served as General Counsel and Director of Corporate Development for a systems management software and IT services company in Chicago, Illinois (INC 500, 62nd Fastest Growing Private Company in America). Previous, to his in-house counsel experience, Victor was the founding partner of a Chicago boutique law firm which concentrated in representing technology based businesses and investors in those businesses. In this capacity he was responsible for all client development and marketing initiatives.
Prior to his corporate and technology experience, Victor was a senior litigation associate specializing in suspect property and casualty claims where he established a precedent setting motion practice. Before, practicing as a litigator Victor was a trial attorney in Cook County, Illinois taking over 40 cases to successful jury trial.
Victor has been counsel on over $250 million in venture capital financings and M&A deals. He has extensive experience in a broad variety of technology based transactions. His wife June, son Victor IV ('03), daughter Giovanna ('04) and their two dogs reside in northeast San Antonio. Victor is an avid fitness enthusiast and active martial arts practitioner.
As Microsoft Corp.'s corporate vice president, IP Policy and Strategy, Marshall Phelps is responsible for setting the global Intellectual Property Strategies and Policies for Microsoft Corporation. In addition, Phelps interfaces with governments, other companies in the technology industry and outside institutions to broaden awareness of intellectual property issues.
Before transitioning to his current position in 2006, Phelps served as the deputy general counsel for intellectual property in Microsoft’s Legal & Corporate Affairs group, where he supervised Microsoft's intellectual property groups, including those responsible for trademarks, trade secrets, patents, licensing, standards and copyrights. He oversaw the company's management of its intellectual property portfolio, which comprises some 13,000 patents issued and more than 12,000 trademark registrations worldwide.
Phelps joined Microsoft in June 2003 after a 28-year career at IBM Corp., where he served as vice president for intellectual property and licensing. Phelps was instrumental in IBM's standards, telecommunications policy, industry relations, patent licensing program and intellectual property portfolio development. Also, Phelps helped establish IBM's Asia Pacific headquarters in Tokyo and served as the company's director of government relations in Washington, D.C.
Upon retiring from IBM in 2000, he spent two years as chairman and chief executive officer of Spencer Trask Intellectual Capital Company LLC, which specialized in spinoffs from major corporations such as Motorola Inc., Lockheed Martin Corp. and IBM.
Phelps holds a Bachelor of Arts degree from Muskingum College, a Master of Science degree from Stanford Graduate School of Business and a doctorate from Cornell Law School. He is an Executive-in-Residence at the Fuqua School of Business at Duke University, and also serves on the Board of Visitors. He has also recently been asked to advise Japan’s Ministry of Economy, Trade and Industry on IP matters. And he was elected to the initial class of the Intellectual Property Hall of Fame, in 2006.
He and his wife, Eileen, divide their time between New Canaan, Connecticut, and Raleigh, North Carolina. They have two adult children and four grandchildren.
Kurt Rogers joined Vonage as a Chief Legal Officer in July 2009, overseeing the Law Department and legal matters regarding Vonage. Kurt, who is a member of several bar associations, has more than 12 years of legal experience with extensive experience in litigating patents, trade secrets, copyrights and trademarks. Most recently, he was a partner at Bingham McCutchen LLP. Prior to that he was a partner at Latham & Watkins LLP. Kurt is a graduate of Cornell University and Cornell Law School and has published numerous articles on intellectual property issues.
Paul A. Siracusa, D.En.Sc., joined Church & Dwight in March, 2005 and is Executive Vice President, Global Research & Development, accountable for all R&D and Quality activity for the company. Church & Dwight competes in fast moving consumer goods and specialty chemical sectors, with Fabric Care, Sexual Health Care, Home Care, Oral Care, Skin Care, and Reproductive Diagnostics as the primary category and technology segments. Prior to joining Church & Dwight Co., Inc., he was Senior Vice President, Research and Development from March of 2000 through March 2005 at Playtex Products, Inc., a consumer products company in Personal Care. During his tenure at Playtex, Paul was responsible for all technical and product activities relating to the development and commercialization of Feminine Hygiene Products (tampons), Skin Care (sun screens and after-sun products), Infant Care (feeding systems, toiletries) and Household Products (gloves, carpet cleaners). From 1997 to March, 2000, he was Senior Vice President, Research and Development for Reckitt & Colman (“R&C”), a consumer products company in Home Care categories. During his tenure at R&C, Paul was responsible for all R&D support for the North and South American regions while leading the technology development for Surface Care (disinfectants and hard surface cleaners) and Fabric Care (laundry and carpet cleaners) globally. From 1992 to 1997, he held various leadership positions within Research & Development for R&C (and its acquisition company, L & F Products of Sterling Drug). Prior to joining Consumer Products R&D, Paul held various technical positions within the supply base of surfactants, Henkel Corporation and Union Carbide Corporation. Paul obtained his Doctorate of Engineering Science and Master of Science degrees from Columbia University’s School of Engineering in Applied Surface Chemistry and his Bachelor of Biology from SUNY Albany.
Paul is an active member of the Soap & Detergent Association (SDA), a Board Director of the Consumer Specialty Products Association (CSPA), and the Chair of the Industrial Advisory Board for Columbia University’s Center for Novel Surfactants.
Gary Yezbick is Vice President-Innovation and Sustainability of Masco Corporation. In this role, Mr. Yezbick provides broad-based leadership to embed innovation in the culture of the enterprise. He leads Masco Research and Development to develop new business platforms, enable innovation across Masco’s business units, and provide critical shared technical services. Mr. Yezbick is Chair of the Masco Innovation Committee. He leads Masco’s global sustainability initiative with a focus on developing sustainable products and reducing the company’s carbon footprint. He also has responsibility for leading an enterprise initiative to research Mega-Trends and create the integrated processes needed to ensure innovation and long range business plans are aligned with them. Mr. Yezbick has responsibility for Vapor Tech, a Masco company that leads the industry in the science, development, production and application of physical vapor deposition equipment, and is Chairman of the Board of Vapor Tech China. In addition, he is responsible for Masco’s Global Supply Chain Services. Prior to this position, Mr. Yezbick was Vice President-Operational and Technological Services for Masco.
Mr. Yezbick joined Masco in June 1998, and served as Director of Operational Services until February 2005. During his tenure with Masco, he initiated an award-winning leadership development program called the Masco Leadership Program in Operations Management, launched and grew Masco’s HR and Payroll Information System, established a supply chain management group, implemented an internal consulting model for corporate services, integrated Operational Services and Masco R&D and brought focus to the pursuit of all types of innovation. More recently, Mr. Yezbick is recognized as the thought leader behind the development of the Masco Leadership Program in Innovation.
Before joining Masco, Mr. Yezbick was Vice President, Human Resources for Pall Gelman Sciences in Ann Arbor, Michigan.
Mr. Yezbick is a member of Michigan State University’s Center for International Business Education and Research Advisory Council and the co-chair of Eastern Michigan University’s College of Business External Advisory Board. He has been a long-term volunteer in a community-based soup kitchen and actively serves in his church.
Mr. Yezbick is a graduate of the University of Michigan, Ann Arbor, where he earned a bachelor's degree in Microbiology.
Lynn Zettler is an IP professional and registered Patent Agent with over 20 years experience, including assignments in the Legal Departments of Dow Chemical and Dow AgroSciences. Having written and prosecuted over 80 patent applications while serving the Styrenic Polymers, Catalysis, and Agricultural Disease Management businesses, Lynn acquired the unique ability to bridge the Legal and Strategic needs of Dow and DAS businesses. In 2006 Lynn was named Sr. Leader of Intellectual Capital Management for Dow AgroSciences. Lynn also holds an Associate Certification in Professional Coaching through the International Coaching Federation, an organization dedicated to standards and credentialing of Coaches who partner with clients to maximize their personal and professional development.
Assistant Vice President, Intellectual Property
Manavinder S. Bains
Chief Counsel - Technology
Director Technology & IP
Chairman & CTO
President, FIRST and former Under Secretary of Commerce for Intellectual Property and Director
United States Patent and Trademark Office
Innovation & Strategy Director
Serco Group plc
Christopher A. Marlett
Co-Founder, Chairman and CEO
MDB Capital Group
Manager, Innovation Implementation Services
Director, Intellectual Asset Management
TeleCommunication Systems, Inc.
Vice President & Managing Director, Global Intellectual Property
nu Angle Ltd
Casella Renewables Group
Intellectual Asset Manager
Chairman, Advisory Board
Article One Partners
Vice President R&D/Sourcing
Chadbourne & Parke LLP
Research In Motion Corporation
Director of Research
Primal Fusion Inc.
Director, Applied Research
Intellectual Property Manager
Legal Affairs Manager
Hampton Direct, Inc.
Enterprise Technology Licensing
Sr. Director IP Strategy
Downs Rachlin Martin PLLC
Church & Dwight, Inc.
Church & Dwight, Inc
Intellectual Asset Manager
Co-Chair, IP Group
Chadbourne & Parke
Future Path & FuseTalk
St. Intellectual Capital Leader
The Dow Chemical Company
Managing Director & Chairman
President & Managing Director
Nancy Edwards Cronin
James (Jed) Cahill
Katherine (Kate) Shore
10am - 4pm, November 3rd, 2010, Stowe, VT
John Cronin (Managing Director), John Ciannamea (Partner) & Dennis McBride (Partner), ipCapital Licensing Company plus speakers from Hewlett-Packard Corporation, Privaris Inc. and Fairchild Semiconductor Corporation.
ipCapital Licensing Company was launched in May of this year, with ipCapital Group as a strategic partner. A dozen clients are already being represented and many IP engagements are underway. This seminar will draw from the wealth of experience at ipCG, ipCLC and selected clients, and include a thought provoking session regarding the still-emerging and important variety of IP defensive measures that companies should deploy. Speakers include leading professionals that have been involved in out-licensing, in-licensing, technology commercialization, liquidation of assets, IP strategy, and more.
10:00-10:55am IP Marketplace Overview
The IP marketplace has evolved into a bazaar of merchants that can frustrate and intimidate buyers and sellers. At times it appears as a flea market, and other times it seems like international high-stakes poker game. The players are colorful characters that include the humanitarian, the greedy, the bully (NPE), the needy, the indifferent, and the busy. Learn about the types of players, their approaches, and their negotiating tactics. Hear how some big companies handle their out licensing programs. Understand the various business models about the latest trends including web-based portals. Exchange views with your peers to understand how to leverage situations for your advantage.
11:05-12:00pm Commercializing Valuable IP
You have the greatest invention in the world, and now you want to benefit from it. However, the ideal buyer is not responding. Find out how to determine realistic expectations. Understand motivations of sellers. Hear lessons learned from a case study regarding an electronics company attempt to commercialize its technology by licensing to others. Understand why potential buyers stall, resist and ignore sales calls and communications. Uncover tips to get through the gatekeepers and successfully meet with your target. Hear from others on how they have improved their success rate. Ask the experts how they would handle your situation.
Featuring Mike Kohonoski President and CEO Privaris Inc.
12:00-1:30pm Break for Lunch
Network with your peers and industry experts.
1:30-2:30pm Funnel of Opportunities
Selling IP is similar to selling other products. You start with a funnel of prospects that are qualified, approached and pursued until you conclude a successful sales transaction. Hear from the experts about the types of gatekeepers and the hurdles they deploy. Discuss tips to improve your chances, overcome the gatekeeper obstacles, and accelerate the process. Learn about the back channels that buyer’s use to acquire IP anonymously and at a discount. Navigate through deal types and principal terms. Find out how your opportunity can benefit.
Featuring Thomas Marlow Intellectual Property Counsel Fairchild Semiconductor Corporation
3:00-4:00pm Creating an IP Defensive Web
Companies are challenged by competitors, technologies, infringers, and NPEs. Most companies react only when a challenge arises, and few have a comprehensive strategy with a defense in place.
Learn how to create an IP defensive web. Understand the key components and how to stage the components according to your budget. Learn from an industry expert how to use existing tools and services to start your IP defensive web. Hear from experts about how to respond to different threats, what short term tactical methods to deploy, and what are longer-term options and strategies.
Featuring Richard Baker Director of Patent Sales Hewlett-Packard Corporation
10am - 4pm November 3rd, 2010, Stowe, VT
Bruce Story, Senior Advisor
Bruce Story is a Senior Advisor at ipCapital Group with sixteen years of experience developing and implementing global intellectual asset management processes used to create and protect intellectual property. He is leveraging his experience to help clients meet the challenge of managing IP in an increasingly global competitive environment.