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2018 ANAQUA USER CONFERENCE April 9–12 Orlando, Florida Loews Royal Pacific Hotel AGENDA IMAGINE, INNOVATE, INSPIRE.

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Page 1: AGENDA - s3.amazonaws.com · 2018 ANAQUA USER CONFERENCE April 9–12 Orlando, Florida Loews Royal Pacific Hotel AGENDA IMAIMAGINE, INNOVATE, INSPIRE.GINE, INNOVATE, INSPIRE

2018 ANAQUA USER CONFERENCE

April 9–12 Orlando, Florida Loews Royal Pacific Hotel

AGENDA

IMAGINE, INNOVATE, INSPIRE.IMAGINE, INNOVATE, INSPIRE.

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Hello and Welcome to the Anaqua User Conference!

It’s been one of the most exciting years in our company’s history. Along with the Lecorpio merger and the acquisition of our IP services partner Beacon IP, we recently launched a first-to-market Forward Examiners Rejections tool from AcclaimIP and released new versions of Lecorpio, ideaPoint, and ANAQUA software. During this eventful week, we’re pleased to highlight all of the new capabilities that we have added since we last met.

With more than 250 attendees, this year’s conference features many of you, IP thought leaders from among the world’s most innovative corporations and law firms, discussing a range of critical innovation and IP topics, including patent strategy, collaborative innovation, and trademark management.

This User Conference will be our largest in company history. This year, in addition to more client-led discussions, we’ve designed sessions specifically for corporate executives and we will be previewing our Next Generation software platform. What hasn’t changed is the value we place on your input and the collaboration that occurs during the event. We have a strong program packed with great content and opportunities for information sharing during breaks and over drinks and dinner. We also have some fun events planned!

I encourage you to take advantage of this time to engage with the members of our global Anaqua team, including members of our client services and technical staff.

I look forward to seeing you all this week

Best regards,

Bob RomeoCEO, Anaqua

CONTENTS

Anaqua Training Monday Schedule 3

Anaqua Training Tuesday Schedule 4

Tuesday Evening Dinner and Entertainment 4

Anaqua Training Session Descriptions 5

Lecorpio Training Monday Schedule 6

Lecorpio Training Tuesday Schedule 7

Lecorpio Training Session Descriptions 8

Conference General Sessions Wednesday Schedule 9

Wednesday Evening Luau Celebration: Cocktails and Dinner 10

Conference General Sessions Wednesday Descriptions 11

Conference General Sessions Thursday Schedule 14

Conference General Sessions Thursday Descriptions 15

Keynote Bios 17

Speakers 18

Welcome to the 2018 Anaqua User Conference!

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Anaqua Training Monday Schedule

Monday, April 9

7:00am – 8:30amBreakfast and Welcome Session

Pacifica 6

9:00am – 5:00pmSupport Lab

Java Sea 1

8:30am – 10:30amBasic HyperView™

DesignPacifica 1

ANAQUA 9 Law Firm Focus

Pacifica 2

ANAQUA 9 Trademark Focus

Pacifica 3

ANAQUA 9 Patent Focus

Pacifica 4

10:30am – 12:30pmBasic HyperView™

DesignPacifica 1

Law Engine for Corporations

Pacifica 2

ANAQUA Core Functionality

Pacifica 3

ANAQUA 9 Patent Focus

Pacifica 4

12:30pm – 1:30pmLunch

Pacifica 6

1:30pm – 3:30pm

Advanced HyperView™

DesignPacifica 1

ANAQUA Law Engine and Workflow for

Law FirmsPacifica 2

ANAQUA Admin Functionality

Pacifica 3

3:30pm – 5:00pm

Advanced HyperView™

DesignPacifica 1

ANAQUA 9 Law Firm Focus

Pacifica 2

ANAQUA Admin Functionality

Pacifica 3

Patent AnalyticsPacifica 4

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Anaqua Training Tuesday Schedule

Tuesday, April 10

7:00am – 8:00amBreakfastPacifica 6

7:00am – 5:00pmSupport Lab

Java Sea 1

8:00am – 10:00amPatent Analytics

Pacifica 1

ANAQUA Law Engine and Workflow for Law Firms

Pacifica 2

ANAQUA Core FunctionalityPacifica 3

10:00am – 12:00pmBasic HyperView™ Design

Pacifica 1

ANAQUA 9 Patent FocusPacifica 2

ANAQUA Admin FunctionalityPacifica 3

12:00pm – 1:00pmLunch

Pacifica 6

1:00pm – 3:00pmANAQUA 9 Trademark Focus

Pacifica 1

ANAQUA 9 Patent FocusPacifica 2

3:00pm – 5:00pmAdvanced HyperView™ Design

Pacifica 1

Law Engine for CorporationsPacifica 2

Patent AnalyticsPacifica 3

7:00pm – 9:00pm Dinner at Margaritaville at Universal CityWalk*

9:00pm – 11:00pm Dessert and Entertainment at Universal Studios, Harry Potter’s Diagon Alley

*Transportation will be provided to and from Universal CityWalk

DRESS SUMMER CASUAL FOR THIS EVENT

You will need to bring an ID and your attendance badge

Dinner and drinks from 7:00pm to 9:00pm Dessert, drinks and entertainment from 9:00pm to 11:00pm

Exclusive access to “The Wizarding World of Harry Potter™” theme park, dessert and drinks from 9:00pm to 11:00pm.* *scooters available for people who need mobile assistance

Entertainment includes: Escape from Gringotts Roller Coaster and Celestina Warbeck Musical Performance

All shops and the money exchange will be open to purchase souvenirs

Exclusive Event at Margaritaville and Universal Studios

Transportation Options to and from Universal Studios:

Bus pick up at 6:30pm located at the conference center entrance and will drop off next to Margaritaville

Complimentary water taxis from the hotel to Universal CityWalk

Walk along the garden walkway to access Universal CityWalk

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IMAGINE, INNOVATE, INSPIRE.

Anaqua Training Track Descriptions

ANAQUA 9 Patent FocusThis session is dedicated to Anaqua’s Patent clients. In addition to new UX Redesign, System Enhancements, and new Integrations, this session includes patent-specific training on ANAQUA’s newest features and functionality. Interested in all ANAQUA 9 training? No worries, sessions are offered multiple times.

ANAQUA 9 Trademark FocusThis session is dedicated to Anaqua’s Trademark clients. In addition to new UX Redesign, System Enhancements, and new Integrations, this session includes trademark-specific training on ANAQUA’s new features and functionality. Interested in all ANAQUA 9 training? No worries, sessions are offered multiple times.

ANAQUA 9 Law Firm FocusThis session is dedicated to Anaqua’s Law Firm clients. In addition to new UX Redesign, System Enhancements, and new Integrations, this session includes patent-specific training on ANAQUA’s new features and functionality. Interested in all ANAQUA 9 training? No worries, sessions are offered multiple times.

Basic HyperViewTM Design An introductory training session for users who are new to HyperView and for designers who would like a refresher. Curriculum includes HyperView overview, Dashboard Creation Process, Applying Design elements, Filtering, and Sharing dashboards.

Advanced HyperViewTM Design An advanced training session for experienced HyperView

designers featuring both new and advanced functionality and formulations. Prerequisite: Basic HyperView Design.

ANAQUA Core Functionality This session is designed to provide newer ANAQUA users with an overview of our core software. We will demonstrate principal features and functionality that will enable you to effectively customize ANAQUA to your needs/preferences, use our Search and Find functionality, and enable effective use and sharing of ANAQUA’s robust document management and workspaces.

ANAQUA Law Engine & Workflow for Law Firms By popular demand, this session is designed to provide an overview of ANAQUA Law Engine, Workflow, and Prosecution Templates as they apply to Law Firms needs and use-cases. This session is intended for new to intermediate Admin users of ANAQUA.

ANAQUA Law Engine for CorporationsBy popular demand, this session is designed to provide an overview of ANAQUA Law Engine, Workflow, and Prosecution Templates as they apply to Corporate needs and use cases. This session is intended for new to intermediate Admin users of ANAQUA.

ANAQUA Admin FunctionalityThis session is designed for new to intermediate Admins. It features many of ANAQUA’s base Admin functionality and configurations.

Patent AnalyticsNew for 2018 is our first training session on the analytics functionality featured in ANAQUA 9 and AcclaimIP. This session will cover integration of File Wrapper data, Forward Examiner Rejections, configurable dashboards, and how the two products work side by side. The second half of the training will cover the basics of patent research for portfolio managers — what you need to know to better manage your patent search teams.

5

Exclusive Event at Margaritaville and Universal Studios

Don’t forget to visit the Support Lab — located in Java Sea 1 —open everyday through the conference.

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Lecorpio Training Monday Schedule

7:00am – 8:30amBreakfast and Welcome Session

Pacifica 6

9:00am – 5:00pmSupport Lab

Java Sea 1

10:00am – 11:30amLecorpio & ANAQUA Annuity and Renewal Services and More

Coral Sea 1

11:30am – 12:30pmLecorpio Insights and Reporting

Coral Sea 1

12:30pm – 1:30pmLunch

Pacifica 6

1:30pm – 3:00pmSpend Management and Budget Forecasting

Coral Sea 1

3:30pm – 4:30pm Portfolio Management

Coral Sea 1

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7IMAGINE, INNOVATE, INSPIRE.

Lecorpio Training Tuesday Schedule

7:00am – 8:00amBreakfastPacifica 6

7:00am – 5:00pmSupport Lab

Java Sea 1

9:30am – 11:00amLecorpio & ANAQUA Annuity and Renewal Services and More

Coral Sea 1

11:00am – 12:00pmLecorpio Insights and Reporting

Coral Sea 1

12:00pm – 1:00pmLunch

Pacifica 6

1:00pm – 2:30pmSpend Management and Budget Forecasting

Coral Sea 1

2:30pm – 4:00pmPortfolio Management

Coral Sea 1

7:00pm – 9:00pm Dinner at Margaritaville at Universal CityWalk* (see page 4 for more details)

9:00pm – 11:00pm Dessert and Entertainment at Universal Studios, Harry Potter’s Diagon Alley

*Transportation will be provided to and from Universal CityWalk

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Lecorpio Training Track Descriptions

Lecorpio & ANAQUA Annuity and Renewal Services and MoreLearn about the exciting offering from Anaqua Services for Lecorpio clients. We will cover details about functionality within the Lecorpio product and how it integrates seamlessly with Anaqua Services’ decades of experience providing annuity and renewal services.

Lecorpio Spend Management and Budget Forecasting Learn how to get the most out of Lecorpio’s Spend Management and Budget Forecasting capabilities! Join us to learn best practices as well as tips and tricks to make insights into your budget and spend a breeze.

Lecorpio Insights and ReportingJoin Lecorpio gurus as they walk you through master techniques and teach best practices for creating insights and reports — make your data work for you!

Lecorpio Portfolio ManagementTake a dive into Lecorpio 3.8’s new module. Learn how to create portfolios across all IP types to slice and dice your data in a way that makes sense for your team. Tag your matters for analytics, create new portfolios on the fly and learn much more!

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Conference General Sessions Wednesday Schedule

7:30am – 8:30am Breakfast — Pacifica 6

7:30am – 5:00pm Support Lab — Java Sea 1

8:30am – 9:00am Opening Remarks: Bob Romeo, CEO of Anaqua — Pacifica 7

9:00am – 10:00am Keynote: adidas | Sporting Goods — an Industry in Fast-Forward — Pacifica 7

10:00am – 10:15am Break

10:15am – 4:30pm Breakout Sessions

TRACKS TRACK 1 Law Firm

TRACK 2 Corporate | IP Operations

TRACK 3 Executive

TRACK 4 Analytics & Services

10:15am – 11:15am

HyperViewTM Dashboards for Law

Firms Using ANAQUA – with Michael Best

Pacifica 2

IP Spend Management Panel

– with Red Hat, Motorola and The Chemours Co.

Pacifica 3

Innovation with External Partners – with Givaudan

FlavoursPacifica 8

Anaqua Services Annuities and

Renewals – with Anaqua and International Paper

Pacifica 4

11:15am – 12:15pm

Managing a Distributed Law Firm

– with Garlick and Markison and FisherBroyles, LLP

Pacifica 2

Balancing Workloads using HyperView™

– with ARMPacifica 3

Identify and Protect Innovation

– with SC Johnson and Motorola

Pacifica 8

IP Insights in ANAQUA

– presented by AnaquaPacifica 4

12:15pm – 1:15pm Lunch — Pacifica 6

1:15pm – 2:15pm

Outside Counsel Onboarding and

Collaboration – with Shire and

The Walt Disney Co. Pacifica 2

Governance Panel: Best Practice Approaches to

Administering ANAQUA and Lecorpio

– with W.L. Gore, SC Johnson, GKN & SAP

Pacifica 3

Value Capture and Harvesting Benefits Panel – with NVIDIA,

HP Inc., and Jerry Shorma, MBO Partners

Pacifica 8

Rejected! A Strategic Discussion on Forward Examiner Rejections

– with Brooks Kushman P.C.

Pacifica 4

2:15pm – 3:15pm Keynote: IBM | Managing Innovation and Invention Pipeline — Pacifica 7

3:15pm – 3:30pm Break

3:30pm – 4:30pm

Anaqua’s Client Portal: Open the Door to

Excellence in Client Service

and Satisfaction for Law Firms

– with Greenberg Traurig, LLP

Pacifica 2

Quality Control Panel: Best Practice Approaches

to Maintaining Quality, Data Integrity and Risk

Mitigation - with BD and The

Chemours CompanyPacifica 3

How Supporting External Research

Helps Drive Innovation at ViiV

Healthcare – with ViiV

Pacifica 8

BASF – HyperView™ as a Unifying Platform

– with BASFPacifica 4

4:30pm – 5:30pm Product Roadmap — Pacifica 7

6:00pm – 10:00pm Luau Celebration – Cocktails & Dinner at Loews Royal Pacific at Wantilan Luau Area by Tower 2

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Wednesday Evening Luau Celebration

Cocktails and DinnerFor generations, Hawaiians have used luau gatherings to celebrate important milestones and special occasions. Experience the tradition firsthand with an evening of authentic Polynesian food and entertainment — a festive feast!

CASUAL ATTIRE RECOMMENDED

Cocktails from 6:00pm – 7:00pm

Dinner and Live Entertainment starts at 7:00pm

The Wantilian Luau pavilion is located by Tower 2 — follow the directional floor signs to the luau

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Conference General Session Descriptions

Opening Remarks Bob Romeo, CEO, Anaqua

CEO Bob Romeo kicks off the 2018 Anaqua User Conference with an update on Anaqua and its innovative client community. He then discusses how Anaqua is working to continue to meet the needs of its clients, and shares the company’s vision for the future of innovation and IP management solutions.

Keynote: adidas | Sporting Goods — an Industry in Fast-Forward — with adidasChristof Wolpert, VP of Global Legal Innovation, adidas

What are the challenges for IP in an industry that is accelerating at hyper speed and is moving faster and faster? How can you make sure to tackle the challenge and support your business as a true partner? Christof Wolpert, VP of Global Legal Innovation at adidas provides IP insights about the ever competing Sporting Goods Industry, and how IP departments must develop a true play-to-win mentality.

HyperView™ Dashboards for Law Firms Using ANAQUA — with Michael Best Joseph Bichanich, Director of Practice Support, Michael Best & Friedrich LLP

Joseph Bichanich of law firm Michael Best provides a session on Dashboard Types, demonstrating dashboards’ Workload v. Portfolio, the Design & Construction and Dashboard Administration.

IP Spend Management Panel – with Red Hat, Motorola and The Chemours Co. Jared Engstrom, Manager, IP Attorney, Red Hat Randi Karpinia, Sr. Patent Operations Counsel, Motorola Melanie Bissett, Patent Agent, The Chemours Company

How can IP spend management capabilities make budgeting, forecasting, and ebilling a breeze? Chemours, Motorola, and Red Hat explain how. The companies also share insight on which Lecorpio capabilities should be added and expanded on the next generation roadmap.

Innovation with External Partners – with Givaudan Flavours Thomas Kirsch, Director of External Collaboration, Givaudan

Thomas Kirsch, Director of External Collaboration at Givaudan Flavors Corp., explains how Collaborative Innovation helps bolster the Strategic Innovation Process and the importance of identifying and providing the right resources and tools to enable agility.

Anaqua Services Annuities and Renewals – with Anaqua and International Paper Cynthia Bowling, Paralegal, International Paper Dan Sullivan, Client Services Manager, Anaqua Services

Whether you have an internal IP team of 20 dedicated resources or just one, maintaining your portfolio as efficiently as possible to maximize the return is the ultimate goal. The Anaqua Services Patent and Trademark teams do more than just transact annuity and renewal payments, we work with each client partner to make the most of their portfolios in the most cost and resource efficient ways possible. Join Dan Sullivan, Client Service Manager for Anaqua Services, in a discussion with International Paper to better understand how to tailor your relationship to meet your evolving IP business needs. Topics will include the benefits of Integrated IP Software and Services, Title Update and Legalization services for a growing portfolio and other solutions for teams large and small.

Managing a Distributed Law Firm – with Garlick and Markison and FisherBroyles, LLPBruce Garlic, Managing Partner, Garlick and Markison TJ DoVale, Managing Partner, FisherBroyles LLC

In this age of downward pressure on billing rates, the profitability of patent prosecution work in traditional BigLaw is getting squeezed causing many firms to reduce or eliminate their patent prosecution practice groups. Enter Law Firm 2.0® and similar cloud-based law firms that have dramatically reduced the overhead associated with the traditional law firm model. Now there is not only a way for the patent prosecution practice to survive, but it can once again thrive while aligning the interests of patent attorneys and their clients.

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Conference General Session Descriptions

Balancing Workloads using HyperView™ – with ARM Adeline-Fleur Smith, Senior Patent Attorney, ARM

Adeline-Fleur Smith of ARM discusses how she uses HyperViewTM. ARM has been using HyperViewTM for the last 12 months to give the company a better understanding of how its Outside Counsel Law Firms are performing; how evenly work is spread across the company’s in-house teams review committees and external counsel. Taking each of these areas in turn the presentation will show how HyperViewTM reporting can be used to speed up decision making, review performance and what improvements can be made behind the scenes with task management as part of engagements with patent counsel to benefit such reporting.

Identify and Protect Innovation – with SC Johnson and MotorolaNate Hendon, IP Counsel, SC Johnson Randi Karpinia, Sr. Patent Operations Counsel, Motorola

This discussion offers best practices on identifying and protecting innovations within the corporate environment. For tips on making the most of your portfolio, from IDF and patent committee, all the way through the prosecution process, join Nate Hendon from SC Johnson and Randi Karpinia from Motorola Solutions in this moderated discussion as they share their insights and expertise on this topic.

IP Insights in ANAQUA – presented by AnaquaDenise Cheung, VP of Product Management, Anaqua Matt Troyer, Director of Patent Analytics, Anaqua

Explore how patent portfolio managers and licensing teams can set up home in ANAQUA 9 and keep track of their top competitors. We also show how they can monitor the technology landscapes with integrated analytics all in one place.

Outside Counsel Onboarding and Collaboration – with Shire and The Walt Disney Co. Noreen Buckley, Sr. Patent Paralegal, Shire Edith Serna, IP Operations Manager, The Walt Disney Company

This session reviews the pros and cons of outsourcing ANAQUA to outside counsel and what you should do to prepare and set up for success. The presenters share from their real-life experiences of what worked well and what could have gone better.

Governance Panel: Best Practice Approaches to Administering ANAQUA and Lecorpio – with W.L. Gore, SC Johnson, GKN & SAP Hong Guo, System Administrator, WL Gore Marianne Zolnowski, Patent Paralegal, SC Johnson Jennifer Brumbaugh, Deputy Director of IP, GKN April Meng, Legal Operations Expert, SAP

This session offers Best Practice approaches to administering ANAQUA/Lecorpio. Clients present their perspectives on how to manage their application on behalf of their business as it relates to size, resources, approach, change management.

Value Capture and Harvesting Benefits Panel – with NVIDIA, HP Inc., and Jerry Shorma, MBO Partners Kevin Brown, Director of IP, NVIDIA Terri Johnson, Technology Solutions Manager, HP Inc. Jerry Shorma, MBO Partners

This session offers an interactive Client Panel for a lively discussion on best value capture practices. Most companies now view IP management software purchase and implementation as a major investment that must deliver a demonstrable return on investment and help manage opportunity cost for the enterprise. However, typically, this critical point of view tends to fade during implementation and after “Go Live”.

Capturing value from the implementation is a strategic opportunity to institute a culture of continuous improvement and to harvest the maximum benefit from the investment in Anaqua software and services. Benefits in operational efficiencies and from new features and functionality can be substantial.

Forward thinking clients such as NVIDIA and HPI are focused on value capture, continuous improvement and operational metrics to help harvest benefits from implementing ANAQUA. This panel is an interactive forum for a lively discussion on best practices for value capture.

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Conference General Session Descriptions

Rejected! A Strategic Discussion on Forward Examiner Rejections – with Brooks Kushman P.C. Bernie Tomsa, Partner, Brooks Kushman P.C. Matt Troyer, Director of Patent Analytics, Anaqua

This discussion includes a brief summary of what is meant by the term “Forward Rejection data.” We explain how this newly available, powerful information can be used to pre-empt competitor patent claims in a manner that can, in some instances, provide you with a copy or near-copy of your competitor’s filed claims. We also address how to use this data to improve strategic abandonment decisions, to ensure you are not abandoning high-value patents. Finally, we identify all “trigger points” where you should be looking at Forward Rejection Data to avoid leaving any strategically important claims on the table.

Keynote: IBM | Managing Innovation and Invention Pipelinee – with IBMAlison Mortinger, Counsel, IP Law Systems and Operations, IBM

In 2018 IBM celebrated 25 years of leadership in issued US patents. Alison discusses strategies for maintaining a robust invention pipeline that any company can use, including encouraging a culture of innovation, portfolio management, inventor resources, incentives/awards, and budgets.

Anaqua’s Client Portal: Open the Door to Excellence in Client Service and Satisfaction for Law Firms – with Greenberg Traurig, LLP Nicki Kastellorizios-Lee, Business Analyst, Greenberg Traurig

Think back. When was the last time your client requested on-demand access to their IP portfolio, or a marketing team sought to sharpen your firm’s competitive edge by pitching an online client portal to a prospective client? Probably not too long ago. The demand for law firm clients to access their IP portfolio with 24/7 ubiquity continues to surge, and might just distinguish your firm from the next. This session highlights the portal design and development process, key features and functionality, and customer response and satisfaction. Together with Travis Clair and Trinidad Escobedo, join Nicki C. K. Lee of Greenberg Traurig as they share insights and best practices for standing up your online Anaqua Client Portal to help meet the ever-increasing expectations of your current, and future, clients.

Quality Control Panel: Best Practice Approaches to Maintaining Quality, Data Integrity and Risk Mitigation -with BD and The Chemours Company Lorraine Kowalchuk, IP Docketing Specialist, BD Midge Salvato, IP Legal Assistant, The Chemours Company Amanda Baiers, Client Director Anaqua

Best Practice approaches to maintaining quality, data integrity, risk mitigation. BD presents their perspectives on strategies they undertake to maintain quality using outside counsel, auto-processing reporting, etc.

How Supporting External Research Helps Drive Innovation at ViiV Healthcare – with ViiV Richard Stroder, Global Operations Leader, ViiV

Richard Stroder, Global Operations Lead at ViiV Healthcare, discusses how ViiV recognizes the valuable role that the support of investigator-sponsored studies plays in fulfilling this mission.

BASF – HyperView™ as a Unifying Platform – with BASF Wolfram Wilk, Senior Patent Counsel, BASF Thorsten Berg, Senior Patent Counsel, BASF Korwin Maria Schelkle, Patent Counsel, BASF

BASF reviews their HyperViewTM journey and evolution that led them to scale the integration of Anaqua as a single IP-management platform across the business.

Product Roadmap Vincent Brault, SVP of Product & Innovation, Anaqua

The Anaqua Product Team goes over the last year of product enhancements and previews the roadmap for 2018.

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Conference General SessionsThursday Schedule

7:00am – 8:00amBreakfastPacifica 6

7:00am – 11:00amSupport Lab

Java Sea 1

8:00am – 9:00amKeynote: BASF | Anaqua, the BASF Story

Pacifica 7

9:00am – 10:00amNext Gen Preview

Pacifica 7

10:00am – 10:15am Break

10:15am – 12:15pm Breakout Sessions

TRACKSTRACK 1 Law Firm

TRACK 2 Corporate | IP

Operations

TRACK 3 Executive

TRACK 4 Analytics & Services

10:15am – 11:15am

System Administration Best Practices for Law Firms

– with Michael BestPacifica 2

GSK Legal Brand Protection –

Embedding and Growing ANAQUA

– with GSKPacifica 3

Actionable Portfolio Insights

– with Analog DevicesPacifica 8

Anaqua Services Overview

– Presented by AnaquaPacifica 4

11:15am – 12:15pm

Cost Cheating Behind the Scenes

– Overloading Automated Tasks to

Automate Reporting, Monitor Workload and

Predict Bandwidth – with Morris

& KamlayPacifica 2

Attorney Decision Workspace and Portfolio Management

– with Novo NordiskPacifica 3

PTO Data Strategy – Presented by Anaqua

Pacifica 4

12:15pm – 1:30pmLunch and Closing Remarks

Pacifica 7

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Conference General Session Descriptions

Keynote: BASF | Anaqua, the BASF Story Wolfram Wilk,Senior Patent Counsel, BASF Korwin Maria Schelkle, Patent Counsel, BASF

BASF shares their Anaqua journey starting from the beginning to today, and where they are looking to go next.

Next Gen Preview Vincent Brault, SVP of Product & Innovation, Anaqua

When Anaqua and Lecorpio merged last year, Client expectations were raised that the best of the two platforms would be brought together to empower corporations and law firms with the tools to streamline operations, gain insight, and maximize the value of IP assets. With a shared mission, and with histories well-rooted in technology and innovation, the new company would offer clients an unprecedented ability to drive productivity and align IP to their businesses. In addition, over the last two years, Anaqua has acquired several innovation and patent analytics solution providers including AcclaimIP and ideaPoint.

This session is designed to showcase how clients will benefit from the exciting innovative Next Gen IP platform. Next Gen is focused on delivering a strong IP Operations platform, strategic analytics & tools for patent analytics and AI assisted tools to support IP and business users.

During this session Anaqua Product team showcases several exciting developments in a live demonstration of patent portfolio management, TM search & clearance request, full text search & bulk processing. These demonstrations underscore how the skills and expertise across multiple teams are bringing the best of both products onto a single platform to deliver significant value to clients.

System Administration Best Practices for Law Firms – with Michael Best Patti Ross, IP Administrator, Michael Best & Friedrich LLP; Sarah Wallschlaeger, Docketing Specialist, Michael Best & Friedrich LLP; Sharon Hawes, IP Docketing Logistics Coordinator, Michael Best & Friedrich LLP

Patti Ross, Sarah Wallschlaeger, Sharon Hawes of Michael Best & Friedrich LLP offer a presentation on system administration best practices. They include: Fitting into the Organizational Structure, Primary Functions of the Team and Individual Roles and Responsibilities.

Attorney Decision Workspace and Portfolio Management – with Novo Nordisk Kamilla Winther, Vice President, Device Patents & Global Patent Operations; Gitte Berthelsen Lerche, Team Leader, Senior Patent Coordinator, Qualified IP Administrator; Helle Rohde Søgaard, Senior Patent Coordinator, Qualified IP Administrator

Novo Nordisk shares how they are using the Attorney Decision Workspace to manage strategic portfolio decisions.

Actionable Portfolio Insights – with Analog Devices Ben Brown, Assistant General Counsel, Intellectual Property, Analog Devices

Getting visibility into your portfolio is often time consuming and difficult. This presentation introduces ways to use ANAQUA to get actionable insights from your portfolio for managing outside counsel, internal bottlenecks, and spend. The presentation discusses some future ideas around portfolio pruning, invention disclosure review, and patent portfolio management.

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General Conference Session Descriptions

Anaqua Services Overview– presented by Anaqua Kyle Hoellger, Director, Client Growth, Anaqua

At its core, successful IP management is driven by a relentless pursuit of efficiency, simplicity, and finding an ideal balance between the two. In order to achieve such goals, innovative companies and law firms rely not only on robust IP management software, but also on a network of service providers. Making these often times disparate software and service components work together in harmony can present a unique challenge for even the most experienced teams. Kyle Hoellger of Anaqua, will lead a session dedicated to tackling this challenge. The discussion will center around how integrated IP service offerings, such as docketing, data validation, foreign filing, and patent search, are enabling clients to achieve maximum return on their Anaqua investment.

Cost Cheating Behind the Scenes – Overloading Automated Tasks to Automate Reporting, Monitor Workload and Predict Bandwidth – with Morris & Kamlay Aaron Kamlay, Managing Partner, Morris Kamlay

Automated custom tasks and processing are commonly used in ANAQUA to standardize and improve internal workflows. We can also use them to automate internal “reporting” and notify responsible parties of new tasks. By matching workflows to client requirements and PTO due dates, we can “cheat” even more and use the automated systems to monitor – and predict – both attorney and staff workloads. Because these techniques use automatic processing that’s built into ANAQUA, they don’t require any additional effort or knowledge from staff members.

GSK Legal Brand Protection – Embedding and Growing ANAQUA – with GSK Dawn Adams, Formalities Manager, GSK

Dawn Adams shares key aspects of GSK’s “Embed and Grow” journey in 2017 to drive operational efficiency, transparency and collaboration within the Brand Protection business. She goes over her perspectives on lessons learned, best practices as well as the successes results from this initiative.

PTO Data Strategy– presented by Anaqua Sunny MacRae, Vice President, General Manager, Lecorpio

This session is designed to give users from all Anaqua products insight into the new IP Data Validation and Data Verification tool/process using real-time direct access to key Patent offices. This tool will provide real-time updates and interaction from over 20+ Intellectual Property Offices across the globe, thus syncing and validating your IP data against native patent office data ensuring its integrity. Join us at this session to learn more about this future capability.

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Keynote BiosSporting Goods — An Industry in Fast-Forward

WEDNESDAYApril 119:00am

CHRISTOF WOLPERT, adidasChristof Wolpert is the VP of Global Legal Innovation at the adidas Group. In this capacity, he leads the Global Legal Innovation team, including the Global Patent Team, responsible for all patent and design matters and innovation related agreements of adidas, Reebok, Rockport, CCM-Hockey, 5.10 and other brands. Since 1999, he has been with the adidas Group, overseeing filing and prosecution work, litigation matters, product clearance and IP related contracts.

Before joining adidas in 1999, Mr. Wolpert studied physics at the University of Erlangen-Nürnberg. After graduating, he started his patent management career in the area of biomedical engineering for Biotronik SE & Co. KG. Mr. Wolpert is also a European Patent Attorney.

Managing Innovation and Invention Pipeline

WEDNESDAYApril 112:15pm

ALISON MORTINGER, IBMAlison is Counsel, IP Law Systems and Operations for IBM. Her team includes IP Law Systems support and strategy, as well as IBM’s worldwide Administrative Operations. She led a cross-functional team in moving IBM’s IP Law systems from their home grown system to the Anaqua platform. Since going live in March 2017, her team is now focused on leveraging the platform for increased efficiency and value. Alison received her B.S. in Operations Research and Industrial Engineering from Cornell University, and her Juris Doctor from the University of Wisconsin-Madison School of Law.

Anaqua: The BASF Story

THURSDAYApril 128:00am

DR. WOLFRAM WILK, BASFDr. Wolfram Wilk has been with BASF since 2010 and is Senior Patent Counsel with BASF Global IP. From 2016 to 2018, Wolfram was Head of Operational Excellence within BASF’s patent department. In this function, he was responsible for driving and evolving ANAQUA within BASF, post go-live from both an IT and operational perspective. Wolfram is a qualified European and German Patent Attorney with a degree in Chemistry from RWTH Aachen University and a PhD in Chemical Biology from the Max Planck Institute of Molecular Physiology.

DR. KORWIN MARIA SCHELKLE, BASFDr. Korwin Maria Schelkle has been with BASF since 2015 and is Patent Counsel with BASF Global IP. Korwin has a degree in Chemistry from TU Munich, a Masters in Chemistry from the National University of Singapore and a PhD in Organic Chemistry at Heidelberg University and Harvard University.

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Client Speakers

Dawn AdamsFormalities ManagerGSK

Thorsten BergSenior Patent Counsel BASF

Joseph BichanichDirector of Practice SupportMichael Best

Melanie BissettPatent AgentThe Chemours Company

Cynthia BowlingParalegalInternational Paper

Kevin BrownDirector of IPNVIDIA

Ben BrownAssistant General CounselIntellectual Property

Jennifer BrumbaughDeputy Director of Intellectual PropertyGKN

Noreen BuckleySr. Patent ParalegalShire

TJ DoValeManaging PartnerFisher Broyles

Jared EngstromManagerIP Attorneyk

Bruce GarlicManaging PartnerGarlick and Markison

Hong GuoSystem AdministratorWL Gore

Sharon HawesIP Docketing Logistics CoordinatorMichael Best

Nate HendonIP CounselSC Johnson

Terri JohnsonTechnology Solutions ManagerHP Inc.

Aaron KamlayManaging PartnerMorris Kamlay

Randi KarpiniaSr. Patent Operations CounselMotorola

Nicki Kastellorizios-LeeBusiness AnalystGreenberg Traurig

Thomas KirschDirector of External CollaborationGivaudan

Lorraine KowalchukIP Docketing SpecialistBD

Gitte Berthelsen LercheTeam Leader, Senior Patent Coordinator, Qualified IP AdministratorNovo Nordisk

April MengLegal Operations ExpertSAP

Alison MortingerCounsel, IP Law Systems and OperationsIBM

Helle Rohde SøgaardSenior Patent Coordinator, Qualified IP AdministratorNovo Nordisk

Patti RossIP AdministratorMichael Best

Midge SalvatoIntellectual Property Legal AssistantThe Chemours Company

Korwin Maria SchelklePatent Counsel BASF

Edith SernaIP Operations ManagerThe Walt Disney Company

Jerry Shorma MBO Partners

Adeline-Fleur SmithSenior Patent AttorneyARM

Richard StroderGlobal Operations LeaderViiV

Bernie TomsaPartnerBrooks Kushman

Sarah WallschlaegerDocketing SpecialistMichael Best

Wolfram WilkSenior Patent CounselBASF

Kamilla WintherVice President, Device Patents & Global Patent OperationsNovo Nordisk

Christof WolpertVP of Global Legal Innovation adidas

Marianne ZolnowskiPatent ParalegalSC Johnson

Anaqua Speakers Bob RomeoCEO

Amanda BaiersClient Director

Erik BaileyVice President, Research & Development

Vincent BraultSenior Vice President of Product & Innovation

Denise CheungVice President of Product Management

Kelly CrawfordSenior Director, Product Management

Kayleigh DunnClient Director

Tracy HermanClient Director

Kyle HoellgerSales Director, Client Growth

Tammy KriegerClient Director

Adriana LudeLecorpio Product Manager

Sunny MacRaeVice President, General Manager of Lecorpio

Gina NuzzoDirector of Training

Todd PedwellClient Director

Erik ReevesChief Technology Officer

Chase RobergeSenior Consultant, Client Success

Scott ShaunessyPresident, ideaPoint

Dan SullivanClient Services Manager

Matt TroyerDirector of Patent Analytics

Rosan VingalonClient Director

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Notes

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31 St James Avenue Boston, MA 02116 USA www.anaqua.com