The protection of patents and IP is critical to the financial services industry due to the increasingly competitive marketplace and the growth of patent trolls. You must ensure protection of your own innovation to remain competitive and take great care to avoid infringing on the patents of others. World Research Group’s 9th Annual Patents for Financial Services Summit, which is being held on July 25-26, 2012 in NYC is intended for in-house legal executives to engage in networking opportunities, shared best practices, hear cutting-edge case studies, and discuss new rules and regulations impacting financial services patent policies. This two-day Summit will consist of informative educational sessions and interactive panel discussions led by senior-level patent counsels and experts on patent trends and strategies.

Join our Patents for the Financial Services Summit and benefit from in-depth discussions on ways to grow patent strategies, practical case-studies and interactive panel discussions, featuring experienced and highly knowledgeable IP counsels, regulators, law firms and technology experts.

The 9th Annual Patents for Financial Services Summit addresses key issues and uncovers the latest developments including, but not limited to the following topics:

• The America Invents Act and its impact on patent procedures and litigation
• Implementing a successful monetization program to determine the most valuable and effective use of IP
• Learning the newest updates from recent Supreme Court cases
• Legal update on the US Patent Office Examination of financial services inventions post-Bilski
• Aligning your IP department and outside counsel with corporate business objectives to impact the bottom line
• Effectively managing your legal department activities and budget
• Ensuring you consistently allocate resources to the right risks or opportunities, including identifying the cases to try and the cases to settle
• Communicating with outside counsel to ensure an updated knowledge of the ever-changing legal landscape
• Altering patent protection strategies to account for recent court decisions
• Social media update on managing control over protected IP
• Avoiding and managing patent litigation
• Defending against patent trolls
• Incentivizing employees and finding new ways to encourage creativity

ADVISORY BOARD

Kathlyn Card Beckles, Executive Director & Assistant GC, IP & Technology Law, JP Morgan Chase

Joseph Capraro, Partner, Proskauer

Tanguy de Carbonnieres, Associate General Counsel, Fannie Mae

Lauren A. Degnan, Principal, Fish & Richardson

Michael Kasdan, Partner, Amster Rothstein & Ebenstain LLP

Matthew Kelly, Chief Intellectual Property Counsel, CME Group

Charles Macedo, Partner, Amster Rothstein & Ebenstein LLP

Moshe Malina, Chief Patent Counsel & General Counsel, CITI

Ankur Shah, Associate General Cousnel, Freddie Mac

Eric L. Sophir, Partner, SNR Denton US LLP

 SHARE YOUR CASE STUDY

Do you have a story to tell? We will be selecting a group of top-notch presenters with major stories to share for this conference. If you have an interesting example of a success story, a field-tested solution to a pressing business problem or a case study of a way your organization has “jumped the curve”, please let us know. For consideration for this event, please prepare your proposal and send it to mary.ruggiero@worldrg.com or call (646) 723-8034. 

SPECIAL NOTICE TO LAW FIRMS, CONSULTANTS & SOLUTION PROVIDERS

Whether you are looking to build awareness, generate new business or strengthen existing relationships – a presence at the 9th Annual Patents for Financial Services Summit will help you achieve your goals. Be at the right place at the right time. A limited number of sessions on the program are reserved for our event sponsors. Solution providers who wish to become part of the program or exhibit hall should contact Paul J. Geigert at (646) 723-8049 or paul.geigert@worldrg.com

THE NETWORKING

The 9th Annual Patents for Financial Services Summit delivers a balance of high quality content together with networking activities for the exchange of ideas and best practices. Networking activities take place during morning coffee, and lunch, as well as during key breaks throughout the agenda. There is also a cocktail reception created to facilitate the relationship building that will let you grow your network and develop key contacts across the industry. We offer both group rates and other discounts.

Financial Aid Policy

Tuition assistance is based on need and is available upon application for attorneys in all states. A fee waiver or fee reduction between 25%-50% will be given to public interest lawyers, government lawyers and recently admitted solo practitioners. For more information or to receive an application form, please email our Registrar at info@worldrg.com or dial 800-647-7600

For more information or to register, please contact the World Research Group toll free by phone at (800) 647-7600 or via e-mail at info@worldrg.com.