(Santa Cruz, June 27th) IP Strategy in a Time of Collaboration

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IP Strategy in a time of Collaboration

A Business and Legal Strategy Seminar for Consultants and Small Enterprises 

produced by

IP Section of the Santa Cruz County Bar Association

Co-sponsored by the IP Society and NextSpace

 

June 27th, 2009

8:00 a.m - 5:15 p.m 

@Law Office of Patrick T. Reilly

 

NextSpace

101 Cooper Street

Santa Cruz, CA

 

Abstract

Consultants and small enterprises contracted to develop and deliver software and other products of intellectual activity are frequently directed by their principal or primary contractor to do so in collaboration with other parties.  Yet typically little thought is given to the establishment and management of intellectual property rights generated in such collaborations.  This seminar includes a morning review of the basics of intellectual property rights and licensing and an afternoon analysis of business and human factors that drive, or impede, success in collaboration.   

 

Who Should Attend 

Entrepreneurs, consultants, small enterprise managers, business strategists and attorneys with small firm clients who generate intellectual property.  Three general CA MCLE credits are available for attendance of the morning session.

 

Location

The Law Office of Patrick T. Reilly

101 Cooper Street

Santa Cruz,  CA  95060

TEL:  831.332.7127

Fees and Registration:

                                    Attendance Fee:                      $65.00

                                    Register online at www.ipsociety.net

           

Luncheon Entree Selections:

  • Salami, Mozzarella, and Pesto: Italian salami, mozzarella cheese, and Limelight’s red pepper pesto grilled on Francese;
  • Gorgonzola salad with dried cranberries and toasted sesame encrusted cashews;
  • Farouk’s homemade Hummus served with fresh organic veggies, olives and warm pita bread;
  • Monica’s Classic Grilled Cheddar: cheddar cheese grilled on lightly buttered Sourdough (Vegetarian);
  • Traditional Club Panino: roasted turkey, swiss cheese, hot & sweet mustard,  bacon, and fresh local tomatoes on Sourdough

Please RSVP to patrick...@ipsociety.net by noon on Wednesday, June 24th with your luncheon food choice.

 

FORMAT:               Morning Session -- Legal and Ethical Issues of Small Enterprise Collaboration  

                                Speakers: Pat Reilly and Ian Stock

                                Afternoon Session – Business Issues of Small Enterprise Collaboration

                                Speaker Panel: Reesa Abrams, Peter Chester, Xander Abrams, Sean Tario

 


AGENDA

 

8:00 - 8:30 Registration and Informal Introductions

 

INTELLECTUAL PROPERTY RIGHTS OVERVIEW

Legal and Ethical Issues of Business-Business Collaboration

 

·                                          8:30 – 9:15 Pat Reilly – IP Basics for Small Businesses and Solo Entrepreneurs

·                                          9:30 – 10: 15 Ian Stock - Structuring, Managing and Enforcing Collaborative Agreements 

·                                          10:30 – 11:15 Ian Stock – Licensing Issues

·                                          11:30 – 12:15 Pat Reilly and Ian Stock – Case Studies and Q&A

 

LUNCH 12:15 – 1:30

 

 

                DRIVING SUCCESS IN COLLABORATION

Social and Interpersonal Factors

 

·                                          1:30 – 2:15 Reesa Abrams – Identifying and Developing Stakeholder Relationships

·                                          2:30 – 3:15 Peter Chester - Managing Vendors Outside of Your Geography

·                                          3:30 – 4:15 Xander Abrams – Collaborating with Self and Others During Stress

·                                          4:30 – 5:15 Sean Tario - Incorporating Community Social Responsibility in Business Strategy

 

RECEPTION and NETWORKING 5:15 – 7:00


SPEAKER BIOS

 

Reesa Abrams

Reesa Abrams, Techno-Coach, works with organizations to document, streamline and leverage their business processes worldwide to capture corporate knowledge, mentor team members, reward performers and provide a just-in-time learning environment for both the team and the leader to learn leadership, teambuilding and working globally. She has developed and managed business relationships within corporations, between corporations, and between business and educational institutions to build highly effective collaborations world-wide as a Business Coach and Learning Consultant and including extensive corporate management experience. She has built numerous corporate learning and training systems that enhance collaboration internally as well as externally. E-mail: re...@wellsprg.com and Telephone: 408.512.7217.

 

Xander Abrams

Xander Abrams, PhD provides programs that help people resolve personal and professional problems by focusing on what they can control successfully. He provides unique solutions for each individual, using a mind / body approach to life transitions and wellness. Dr. Abrams has a private practice in San Jose and Santa Cruz, California as a licensed California Marriage and Family Therapist, California State Hypnotherapist. Xander offers services to organizations as a certified Life Transition Coach; and a licensed Sailing Captain from the United States Coast Guard with industry programs which include courses such as Dynamic Teambuilding by Doing; Making Healthy Habits; Being in Charge of Your Stress; Being in Charge of Your Mental, Spiritual and Physical Health Program; Thriving in Times of Change; The Qualities of Long Term Committed Relationships; and Anger Management: Responsibility not Blame. More information is available at www.wellsprg.com. Email: Xan...@Wellsprg.com and Telephone 831.425.7067

 

Peter Chester

Peter Chester is the CTO and partner at Shane & Peter, Inc., a technology firm that works exclusively with independent contractors on large projects for clients ranging from Fortune 500 companies to local startups.  In an effort to build an collaborative environment conducive to remote teams, S&P has invested a great deal of time and effort in establishing a variety of business practices geared towards Independent Contractors including team retreats, interviewing protocols, use of a custom project management tool, web-based time tracking, and the foundation of a freelancer's Bar Camp called Freelance Camp. Read more at http://blog.shaneandpeter.com or contact Peter at pe...@shaneandpeter.com and Telephone: 831.345.6341

 

Patrick Reilly
Patrick Reilly is an intellectual property attorney and founder of the Intellectual Property Society (www.ipsociety.net). As CEO of the Intellectual Property Society, he produces and hosts educational seminars and webinars that focus on intellectual property law topics. Patrick is an Intellectual property attorney experienced in semiconductor, mechanical, Internet and software patent prosecution. He is accomplished at distilling and expressing the value proposition of intellectual property for business development, fund raising and strategic selling with sixteen years of experience as a sales engineer, global account manager and high technology marketer. Patrick has delivered sales and marketing achievements in OEM contract negotiations, electronic/Internet system deployment, netcasting and online entertainment. He is a member of the U.S. Patent Bar and the California State Bar. E-mail: patrick...@ipsociety.net and Telephone: 831.332.7127.

 

Ian Stock
Ian Stock is a major law firm lawyer who has also served as General Counsel for a public company. His experience as a commercial lawyer spans the US and Europe. Ian’s clients take comfort from his many years of working for and negotiating with heavyweight corporations. He knows the playing field, and levels it for you. Ian specializes in the basic bread and butter commercial transactions, product sales, licenses, supplier agreements and the like. He has driven to completion complex M&A, IP licensing and joint venture transactions on both sides of the Atlantic. Ian has helped non-US high-tech start-up clients move their center of gravity to Silicon Valley, and negotiate with and understand their investors and other strategic American partners. Ian derives real satisfaction from working for entrepreneurs and other innovators and enjoys helping his early stage clients with their finance transactions. Email: ist...@entreprelaw.com and Telephone: 831.345.7524

 

Sean Tario

Sean Tario began his career as an entrepreneur while still a student at Santa Clara University, helping to launch AllDorm Inc., a collegiate focused media and marketing company. He served on its Executive Management Team for 5 years, responsible for managing and growing the retail division from idea to a profitable division. He has worked with dozens of start-ups and growing companies in Director roles, as general advisor and consultant, primarily focused on implementing systems that ensure scalability and transparency.  Sean works actively to develop meaningful and valuable relationships and partnerships in all areas of his life and has helped launch and steward a now thriving entrepreneurial, technology focused community within Santa Cruz, CA. He received his Bachelor’s degree in Political Science and Economics from Santa Clara University, where, years later, he helped to found the now thriving Center for Innovation and Entrepreneurship. Email:  Sean....@gmail.com and Telephone 408.482.9953

 

 

 

About the Intellectual Property Society:


The Intellectual Property Society is a donor supported membership organization working to increase public awareness of, and participation in, the evolution of intellectual property rights and emerging technologies. We have a special mission to provide outreach from the intellectual property professions to artists, writers, entrepreneurs, technologists,and investors.  Please direct program, membership and sponsorship enquiries to patrick...@ipsociety.net.  

###

"Ce ne sont pas les belles pensées, mais les belles actions qui donnent de la beauté à la vie".

 

Notice required by law: This e-mail may constitute an advertisement or solicitation under U.S. law, if its primary purpose is to advertise or promote a commercial product or service. You may choose not to receive advertising and promotional messages from the Intellectual Property Society or Patrick Reilly at this e-mail address by forwarding this message to no-mor...@ipsociety.net and adding the word unsubscribe to the subject line. If you do so, the sender of this message will be notified promptly. Our principal postal address is 604 Middlefield Drive, Aptos, CA. Thank you. Intellectual Property Society.

 

 

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