PTAB Bench Bar Conference

in Plano, Texas, USA

The Center for American and International Law
5201 Democracy Drive
Plano, Texas 75024

Registration Open

Credits:MCLE Credit will be available

Overview

A current overview, update and focus on best practices for trial proceedings practice before the United States Patent & Trademark Office’s Patent Trial and Appeal Board for PTAB practitioners, in-house lawyers, district court litigators and others seeking to learn the latest about practice in this popular venue.

Conference Co-Chairs

Sharon A. Israel
Shook, Hardy & Bacon L.L.P.
Houston, Texas

Shannon W. Bates
Harper Bates & Champion LLP
Dallas, Texas

Tuition

Note: Early registration pricing is available through October 1, 2018.

  • $345 - Regular Registration Fee (Regular Price: $395)
  • $275 -  ILT Advisory Board Member (Regular Price: $325)
  • $275 -  ILT Supporting or Sustaining Member Employee (Regular Price: $325)
  • $275 - CAIL Member or Member Employee (Regular Price: $325) 
  • $195- Eastern District Bench Bar Member Fee for the Sessions at CAIL (Regular Price: $225)

Schedule and Faculty

Agenda as of September 10

8:00 am


Breakfast And Networking

8:30 am


Opening Remarks

  • Sharon A. Israel, Shook, Hardy & Bacon L.L.P., Houston, Texas
  • Shannon W. Bates, Harper Bates & Champion LLP, Dallas, Texas
  • Hope C. Shimabuku, U.S. Patent and Trademark Office, Dallas, Texas

8:40 am


What’s Going On At The Federal Circuit And Supreme Court And What Does It Mean For AIA Trial Practice

  • Sharon A. Israel, Shook, Hardy & Bacon L.L.P., Houston, Texas

9:05 am


The Petitioner’s Case In Chief: Anatomy Of A Successful Petition

The panel will focus on effective use of expert declarations, number of grounds to include in a post-SAS world, and what works well from the bench and bar perspectives.

Moderator: Andy Lowes, Haynes and Boone, LLP, Richardson, Texas

Panelists:

  • Lead PTAB Judge Stacey White, U.S. Patent and Trademark Office, Dallas, Texas
  • Michael D. Hatcher, Sidley Austin LLP, Dallas, Texas
  • Sarah Spires, Skiermont Derby LLP, Dallas, Texas

9:50 am


Break

10:05 am


Crafting The Response: Strategies For The Patent Owner’s Preliminary Response And The Patent Owner’s Response After Institution

The panel will focus on the use of testimonial evidence, strategies for the patent owner preliminary response post-SAS, motions to amend, and what works well and what doesn’t from the bench and bar perspectives.

Moderator: Shannon Bates, Harper Bates & Champion LLP, Dallas, Texas

Panelists:

  • Lead PTAB Judge Georgianna Braden, U.S. Patent and Trademark Office, Dallas, Texas
  • Peter J. Ayers, Law Office of Peter J. Ayers, PLLC, Austin, Texas
  • Gita Srivastava, Gigavation Incorporated, Dallas, Texas

10:50 am


The Conduct Of The Trial After Institution: Discovery, Depositions, Motions, Oral Hearing

The order instituting trial launches the discovery phases of the PTAB proceeding. The panel will cover the Trial Practice Guide, strategies for depositions of declarants, motion practice before the PTAB, effective demonstratives, and what works best at oral hearing.

Moderator: Steven Spears, Baker & Hostetler LLP, Houston, Texas

Panelists:

  • PTAB Judge Miriam Quinn, U.S. Patent and Trademark Office, Dallas, Texas
  • Todd Baker, Oblon, McClelland, Maier & Neustadt, L.L.P., Alexandria, Virginia
  • Josh Griswold, Fish & Richardson P.C., Dallas, Texas

11:35 am


Break for Lunch

11:50 am


Luncheon Presentation: USPTO Update On Trial Proceedings At The PTAB: Six Years In

  • Acting Chief Administrative Patent Judge Scott Boalick, U.S. Patent and Trademark Office, Alexandria, Virginia

12:30 pm


Break after lunch

12:45 pm


Is This A Post-AIA Patent And Is IPR Available Yet?

  • Marc Hubbard, Hubbard Johnston, PLLC, Dallas, Texas

1:15 pm


IPR Standing: Who Has A Right To File IPRs, Who Has A Right To Appeal?

  • Kyle Friesen, Shook, Hardy & Bacon L.L.P., Houston, Texas

1:30 pm


Shuttle to Marriott

2:00 pm


Managing Parallel District Court And PTAB Proceedings – ILT Part 1. Trends & Lessons Learned In The Trenches On Stays, Intermingled Discovery & Claim Construction

Panel Coordinator: Phillip Philbin, Haynes and Boone, LLP, Dallas, Texas

Panelists:

  • Judge Nicole Mitchell, U.S. District Court Eastern District of Texas, Tyler, Texas
  • Lead PTAB Judge Georgianna Braden, U.S. Patent and Trademark Office, Dallas, Texas
  • Joe Beauchamp, Jones Day, Houston, Texas
  • Leisa Talbert Peschel, Jackson Walker LLP, Houston, Texas
  • Jeremy P. Welch, Schlumberger Ltd., Houston, Texas

2:45 pm


Managing Parallel District Court And PTAB Proceedings – ILT Part 2. Trends & Lessons Learned In The Trenches On Estoppel, Prosecution Disclaimer, And Impact Of Federal Circuit Review

Panel Coordinator: Gabrielle LaHatte, Latham & Watkins

Panelists:

  • Judge Cathy Bencivengo, Southern District of California
  • Judge Robert “Trey” Schroeder, Eastern District of Texas
  • Kenneth Adamo, Kirkland & Ellis
  • Theodore Baroody, Carstens & Cahoon, LLP
  • Harry “Gil” Gillam, Gillam & Smith, LLP
  • Brett Govett, Norton Rose Fulbright US LLP

3:30 pm


Break

3:45 pm


Best Practices For Managing Parallel District Court And PTAB Proceedings As Developed By Sedona WG10

Panel Coordinator: Eley Thompson (WG10 Patent Litigation Best Practices Commentary on Parallel USPTO Proceedings to Patent Litigation in the District Courts)

Panelists:

  • Michael Morin, Latham Watkins
  • Jonathan Stroud, Unified Patents (WG10 Parallel USPTO Proceedings drafting team member)
  • Administrative Patent Judge (Invited)

4:30 pm


Net. Net. Net. Has Patent Reform And The AIA Fixed A Mess Or Made A Mess? What’s It Done To Patent Values And Innovation?

Panel Coordinator: Bruce Sostek, Thompson & Knight

Panelists:

  • Judge Ron Clark, Eastern District of Texas
  • Judge Lee Yeakel, Western District of Texas
  • Peter Chen, Covington & Burling, LLP
  • Leonard Davis, Eastern District of Texas, Retired, Fish & Richardson
  • Douglas Ellis, ASQConsulting
  • Otto Licks, Licks Attorneys

5:15 pm


What Are In-House Counsel Looking For In Lead Trial Counsel? In The Age Of Diminishing Trials, What’s A Girl To Do To Become Lead Counsel?

Panel Coordinator: Rosalyn Mitchell, Managing Counsel, Class Action & Patent Litigation, Toyota Motor North America, Inc.

Panelists:

  • Judge Marcia Crone, Eastern District of Texas
  • Judge Nicole Mitchell, Eastern District of Texas
  • Judge Christine Nowak, Eastern District of Texas
  • Sarah Decker, Director of Litigation and Dispute Resolution, McAfee
  • Jennifer Doan, Haltom & Doan
  • Sarah Kalemeris, Corporate Counsel – Patents, T-Mobile

6:00 pm


Reception with Eastern District of Texas Bar Association

CLE Credit

This program is approved by the State Bar of Texas for a total of 4.25 hours, no ethics. Course ID Number: 174027678. Credit hours for other states will vary and are subject to each state’s approval and credit rounding rules.

For this conference, ILT will directly apply (if requested) for course accreditation in the following states: California, Minnesota, New Mexico, Ohio, Oklahoma, Pennsylvania, Texas and Virginia. Some of these states may not approve a program for credit hours before the program occurs. Attorneys may be eligible to receive CLE credit through reciprocity or attorney self-submission in other states. ILT conferences are typically accredited by all mandatory CLE states.

Overnight Accommodations

  • Hyatt Place Dallas/Plano
    3100 Dallas Pkwy
    Plano, TX 75093

We have set aside a block of rooms with a group rate of $100/night, plus applicable fees/taxes for 10/16/2018-10/17/2018.

Please make your reservations by 10/1/2018. As long as the reservation is made by this date, and the group block has availability, you will receive the group rate. Any reservations not received on or before this cut-off date are subject to hotel availability at the best available prevailing rate.

Book online

or Call 888-HYATT-HP (888.492.8847) or 972.378.3997

Sponsorship Opportunities

Lanyard Sponsor (exclusive) - $3,000

  • Firm/Company name on the badge lanyard
  • Recognition in the Conference brochure, which will be emailed to several thousand IP professionals
  • Company/firm logo prominently displayed in the Conference brochure, program, and on screen between sessions
  • Recognition on the Conference website, with link back to company/firm website
  • 2 complimentary registrants at the Conference
  • Recognition at the conference
  • An opportunity to display company/firm materials at the conference

General Conference Sponsor - $2,500 each

  • Recognition in the Conference brochure, which will be emailed to several thousand IP professionals
  • Company/firm logo prominently displayed in the Conference brochure program, and on screen between sessions
  • Recognition on the Conference website, with link back to company/firm website
  • 2 complimentary registrants at the Conference
  • Recognition at the conference
  • An opportunity to display company/firm materials at the conference

Box Lunch Sponsor - $1,500 each

  • Signage with the boxed lunches
  • Recognition in the Conference brochure, which will be emailed to several thousand IP professionals
  • Company/firm logo displayed in the Conference brochure and program
  • Recognition on the Conference website, with link back to company/firm website
  • 1 complimentary registrant at the Conference
  • An opportunity to display company/firm materials at the conference

Exhibitor (Non-law Firms only) - $1,000 each

  • Space to display company/firm materials at the conference
  • Name/logo on Conference website with link to company page

For more information about sponsorship opportunities, invoice, billing, and complimentary guests, please contact Amy Watkins at awatkins@cailaw.org or call 972.244.3410.

ILT has October & November 2018 Conferences—they will be marketed separately. Would you like to sponsor both?

In addition to the PTAB Bench-Bar Conference, we are also hosting the 56th Annual Intellectual Property Law Conference (November 12-13, 2018). If you would like to sponsor both our November IP program and the PTAB Bench-Bar conference, there is an option to do that at a discount off the total of the two sponsorships!

  • $1000 Discount Off Total - if sponsoring at $2500 & higher level for PTAB and $3000 & higher level for IP
  • $500 Discount Off Total - if sponsoring at $1500 level for PTAB and $2000 for IP

Other Information

Press Policy

All ILT conferences are held under the Chatham House Rule. Participants, including journalists, are free to use any information received, but comments may not be attributed to any speaker identified by name or affiliation.

Nondiscriminatory Policy

The Center for American and International Law does not discriminate on the basis of race, color, sex, religion, national origin, age, disability, veteran status or any other protected status in educational activities, scholarship programs or admissions.

Privacy Policy

We do not sell or rent information to any outside parties. By providing your information, you will receive postal and electronic communications from the Institute for Law and Technology (ILT) of The Center for American and International Law (CAIL) in accordance with CAIL's Privacy Policy. At any point, you can opt-out or unsubscribe by selecting either link at the bottom of each email or call us at 972.244.3400.

Registrar: +1.972.244.3404
ILT: +1.972.244.3410
Fax: +1.972.244.3401
E-Mail: ilt@cailaw.org