Law and Technology

52nd Annual Conference on Intellectual Property Law


Plano, Texas, USA

Past Event

MCLE Credit will be available

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

Registrar: +1.972.244.3404
ILT: +1.972.244.3410
Fax: +1.972.244.3401



  • Annual Review of Patent, Trademark, Copyright and Trade Secret Law
  • Deep-Dive, Concurrent Tracks on Patent Prosecution and Litigation
  • Lunch Remarks from USPTO Chief of Staff, Andrew C. Byrnes
  • PTAB Best Trial Practices
  • District Court Best Practices

Download the Brochure (pdf)

For more details, download the online brochure.

Conference Co-Chairs

Marc A. Hubbard
Hubbard Law, PLLC
Dallas, Texas

David O. Taylor
Assistant Professor
SMU Dedman School of Law
Dallas, Texas


  • $595 / $645 - Regular registration fee
  • $0 - ILT Advisory Board Member
  • $485 / $525 - ILT Supporting or Sustaining Member Employee
  • $50 - Law Student (includes lunches and materials, but excludes the Monday Dinner)
  • $100 - Law Student (includes lunches, materials and the Monday Dinner)
  • $150 - Materials Only

Schedule and Faculty

Monday, November 10

7:15 am

Networking Breakfast
Presented by the Women in IP Task Force - State Bar of Texas

7:45 am

Ethics Presentation: "Negotiating Ethics"

When it comes to ethics in negotiations, it's anything but anything goes. Could a tiny white lie here and a teeny puffing there mean the difference between getting the deal done and getting disbarred? We will address these questions and more in a novel way as our speakers challenge you: "Are you smarter than a first-year lawyer?"


  • Wilson Chu, K&L Gates LLP, Dallas, Texas
  • Barrett R. Howell, K&L Gates LLP, Dallas, Texas
  • Hope Shimabuku, Xerox Business Services, LLC, Dallas, Texas

8:45 am



Module Chair: Mike Pegues

9:00 am

Copyright Year in Review

A review of 2013-14 cases and controversies involving copyright law issues.

Kevin J. Meek, Baker Botts, L.L.P., Austin, Texas

9:45 am

Trademark Year in Review

An overview of 2013-14 cases from the TTAB and important civil cases involving trademarks.

Megan Dredla Hoyt, Thompson & Knight LLP, Dallas, Texas

10:30 am


10:45 pm

Patent Year in Review

Pete Peterson will present his annual review of patent law decisions by the U.S. Supreme Court and the Federal Circuit.

Gale R. ("Pete") Peterson, Law Offices of Gale R. Peterson, San Antonio, Texas

11:30 am

Trade Secret Year in Review

An overview of the year's developments in trade secret law.

Joseph F. Cleveland, Jr., 
Brackett & Ellis, P.C., Fort Worth, Texas

12:00 pm


12:15 pm

Ethics Presentation: Prosecution Bars

Developed to protect against misuse of confidential information by competitive decision-makers, prosecution bars can sometimes be used in effect as motions to disqualify. At the same time, agreeing to abide by a bar creates its own management issues. This session will address the many ethical issues created by prosecution bars, including their scope and application in inter partes review, reissue, and other contexts. 

David Hricik, Professor of Law, Mercer University, Macon, Georgia

1:15 pm



Module Chair: Jeff Bragalone

1:30 pm

The Future of Trade Secret Law

Congress has recently considered legislation that would, among other things, create a federal cause of action for trade secret misappropriation. What are the prospects for enactment of this or similar legislation? What would this legislation mean for state causes of action? In short, what is the future of trade secret law? 

Thaddeus Burns, Senior Counsel, Intellectual Property & Trade, General Electric, Washington, D.C.

2:00 pm

Demand Letters: What Is Appropriate Anymore?

Various states have begun to crack down on what critics deride as “bad-faith demand letters" that seek to obtain payments for licenses to patents. Some states have sought to enforce their existing, generally-applicable laws, while others have enacted laws specifically designed to address this perceived problem. As a result, we now have a patchwork quilt of state laws governing demand letters. What do these laws allow? What do they require? What might be on the horizon in more states (including Texas) and at the federal government? And are these state laws preempted by federal law, or will they be? 

Dennis Skarvan, Deputy General Counsel, Caterpillar, Inc., Peoria, Illinois

2:30 pm

Exploring Competing Interests of FRAND Licensing Commitments

Many standard setting organizations (SSOs) require fair, reasonable, and non-discriminatory (FRAND) licensing commitments from patent owners before patented technology may be incorporated into standards. Patent owners want a return on their development costs, while implementers want low-cost access to patent licenses to maintain their own margins. How do SSOs and courts balance these competing interests, for example, with respect to patent disclosure requirements and injunctions? How should they?

Larry Bassuk, Deputy General Patent Counsel, Texas Instruments Inc., Dallas, Texas


  • David Killough, Assistant General Counsel, Microsoft Corporation, Seattle, Washington
  • Luke McLeroy, Licensing Counsel, Ericsson Inc., Dallas, Texas

3:15 pm


3:30 pm

The Name of the Game is the (Insurance) Claim - Indemnification in Patent Litigation

No exceptional case? No problem. Dust off your vendor agreements and learn how to recover attorneys’ fees, settlement amounts, and damages arising out of patent litigation.

Austin Champion,
Klemchuk Kubasta LLP, Dallas, Texas 

4:00 pm

Ethics Presentation: Subject Matter Conflicts - The Next Wave in IP Malpractice Claims?

Representing different, non-adverse clients in similar technical fields has always been a potential business conflict for IP firms, but a recent Texas court case shows that the malpractice risks in this situation are no longer theoretical. This presentation explores a number of proactive steps that IP firms can take to reduce risks from the frequently-encountered issue of potential subject matter conflicts.

Colin Cahoon,
 Carstens & Cahoon, LLP, Dallas, Texas

5:00 pm

Networking Reception

6:00-8:00 pm

Conference Dinner
A Conversation with The Hon. Randall R. Rader
Former Chief Judge, U.S. Court of Appeals for the Federal Circuit, Washington, DC 

Featuring The Hon. Randall R. Rader in conversation with Dean John M. Whealan
Dean for Intellectual Property Law Studies, George Washington University Law School, Washington, DC 

Tuesday, November 11



Module Chair: Michael W. Piper

7:45 am

Breakfast Roundtable: Patent Prosecution Best Practices

Patent Prosecutorial Judgment: Enhance your judgment for real world issues facing patent prosecutors by taking part in discussions with the best teachers—your peers! Join in discussions with experienced patent prosecution professionals on topics that range from the best use of foreign application prosecution to those new, pesky 101 rejections. Voice your experiences while learning from the best.

Adam C. Davenport, Slater & Matsil, L.L.P., Dallas, Texas

Discussion Leaders

  • John “Jake” May, Gardere Wynne Sewell LLP, Dallas, Texas
  • Bobby Braxton, Braxton, Hilton, & Perrone, Dallas, Texas
  • Michael G. Rodriguez, Munck, Wilson, Mandala, LLP, Dallas, Texas
  • Michael Kevin Henry, Ph.D., Fish & Richardson, Dallas, Texas

9:00 am

What Do I Do Now?

Writing specifications and claims in light of recent cases on subject matter eligibility, written description, indefiniteness, and divided infringement.

Michael W. Piper, Conley Rose, P.C., Plano, Texas


  • Bob Stoll, Drinker Biddle & Reath LLP, Washington, D.C.
  • Micky Minhas, Associate General Counsel, Patent Strategy, Microsoft Corporation, Redmont, Washington
  • Courtenay C. Brinckerhoff, Foley & Lardner LLP, Washington, D.C.

10:30 am


10:45 am

Living with the new § 102: How Will it Change Your Prosecution Practice?

This presentation will describe the new § 102 in three simple concepts and describe ways in which prior art under AIA has been both expanded and contracted. It will cover when and how to file declarations under 37 C.F.R. § 1.130. The presentation will also describe pitfalls to avoid when filing new applications, including the "malpractice box" on the AIA Application Data Sheet and address whether you should search an application before filing and what references you should be searching for. 

Ken N. Nigon, RatnerPrestia, Valley Forge, Pennsylvania

11:30 am

Strategic Uses of New USPTO Initiatives and Procedures: How to Improve Prosecution Expediency

At the end of the USPTO's most recent fiscal year, the USPTO documented 78,272 pending requests for continued examination (RCEs). Tackling this backlog of RCEs, of course, will divert the USPTO's resources away from the examination of new applications. The USPTO therefore recently introduced several initiatives to address the issue of prosecution expediency. The USPTO has made these initiatives available for consideration and use at each stage of prosecution prior to the filing of an RCE (i.e., before and during filing of an application, before a first office action on the merits, after a final rejection, before an appeal, during and after allowance, and after issuance). This presentation will focus on strategic use of each of these initiatives.

Carey C. Jordan, McDermott Will & Emery LLP, Houston, Texas

12:15 pm



Module Chair: Bruce Sostek

7:45 am

Breakfast Roundtable: Patent Litigation Best Practices

Grab some coffee and join the discussion!  Share your knowledge of patent litigation practice with others at a focused discussion covering timely patent litigation issues including the impact of PTAB proceedings—namely Inter Partes Review and Covered Business Method review—on patent litigation, limitations on discovery, and the Federal Circuit and Supreme Court’s latest pronouncements on substantive patent law issues.  Come join in the conversation.

Dwayne Norton, Alston & Bird, Dallas, Texas

Discussion Leaders

  • Juanita Deloach, Dentons US LLP, Dallas, Texas
  • Paul Lein, Locke Lord LLP, Dallas, Texas
  • Amy E. LaValle, Conley Rose, P.C., Plano, Texas
  • Scott Hejny, McKool Smith, Dallas, Texas

9:00 am

Current Issues at the ITC

The International Trade Commission (ITC) has become an increasingly important weapon in the patent owners' arsenal. This session considers several issues confronting complainants and respondents at the ITC, including (a) how complainants might avoid being gored by the economic prong of the domestic injury requirement when relying upon domestic research and development and licensing; (b) how respondents might cut costs and obtain early dispositions; and (c) whether electronic transmissions of digital data qualify as “articles” imported into the United States. 

  • Robert Rogers, Steptoe & Johnson, LLP, Los Angeles, California
  • Mike E. Schonberg, Thompson & Knight LLP, Dallas, Texas 

10:00 am

Discovery in Patent Litigation: Local Patent Rules and Potential Changes to the Federal Rules of Civil Procedure

Discovery in patent litigation is often protracted and expensive, which can lead to unwarranted or premature settlements.  Recognizing this problem, many federal courts have implemented local rules to streamline discovery and reduce costs for patent litigants.  Additionally, the Advisory Committee on Civil Rules has recently proposed various amendments to the Federal Rules of Civil Procedure, including provisions regarding proportionality and cost-shifting, that could have important implications for discovery in patent litigation.

Megan M. La Belle, Associate Professor of Law, The Catholic University of America Columbus School of Law, Washington, D.C.

10:30 am


10:45 am

Focus Groups and Mock Trials: Best Practices in Patent Litigation

A panel of experienced trial practitioners talks about what works - and what doesn't - when using focus groups and mock trials in patent litigation. Learn what to use focus groups for, and when mock trials can help crystallize the theories that will win at trial.

Michael C. Smith,
 Siebman, Burg, Phillips & Smith, LLP, Marshall, Texas


  • Jennifer Doan, Haltom & Doan, Texarkana, Texas
  • Wes Hill,Ward & Smith Law Firm, Longview, Texas 

11:30 am

Hiring and Managing Litigation Counsel

How do in-house counsel decide which law firm to hire as litigation counsel for patent infringement cases? And, after hiring litigation counsel, how can in-house counsel constrain expense and risk through effective use of litigation counsel? 

Bart E. Showalter, Baker Botts L.L.P., Dallas, TX


  • Mark Patrick, Assistant General Counsel, Texas Instruments Inc., Dallas, Texas
  • Brian Gaffney, General Attorney - IP Litigation, AT&T, Dallas, Texas
  • Betty Ungerman, Vice President, Deputy General Counsel, Lennox International, Richardson, Texas

12:15 pm


12:30 pm

From Silicon Valley to Washington, D.C.: Insights from the Intersection of Technology, Law and Politics

Andrew Byrnes,
 Chief of Staff, U.S. Patent and Trademark Office

1:30 pm



Module Chair: Theodore Stevenson III

1:45 pm

Effective Advocacy in Patent Litigation

A panel of federal judges will discuss the dos and don’ts of pretrial procedure and trial, identifying what makes for effective advocacy.

Theodore Stevenson, III, McKool Smith, Dallas, Texas


  • The Hon. Roy Payne, U.S. District Court Eastern District of Texas, Marshall, Texas
  • The Hon. Barbara M.G. Lynn, U.S. District Court Northern District of Texas, Dallas, Texas

2:30 pm


2:45 pm

Patent Owners, Don’t Get Caught In the Tsunami: AIA Post-Grant Proceedings

Tom Irving will discuss preparing and prosecuting U.S. patent applications to withstand scrutiny by the Patent Trial and Appeal Board (PTAB) during AIA reviews, and to make reviews more difficult to institute at the Board. Strategies include building into the patent application and prosecution a broadest reasonable claim construction that will avoid unpatentability whether in view of prior art, nonenablement, or lack of written description, and more liberal use of declarations relating to nonobviousness and §112 issues. 

Tom L. Irving, Finnegan, Henderson, Farabow, Garrett & Dunner, LLP, Washington, D.C.

3:45 pm

Trial Proceedings Before the PTAB: Best Practices and Lessons Learned

Trial proceedings before the Patent Trial and Appeal Board (PTAB) are becoming the norm in patent litigation. This interactive panel will provide perspectives from practitioners, patent challengers, and the bench on best practices and lessons learned in handling inter partes, covered business method, and post grant review proceedings before the PTAB. 

Sharon A. Israel,
 Mayer Brown, Houston, Texas


  • The Hon. Michael P. Tierney, U.S. Patent and Trademark Office, Alexandria, Virginia
  • David L. McCombs, Haynes and Boone, LLP, Dallas, Texas
  • Chris Dunstan, Senior Legal Counsel - Litigation, Ericsson Inc., Plano, Texas 

5:00 pm


CLE Credits

MCLE Credit

This program is approved by the State Bar of Texas for 15.75 hours, including 3 hours of ethics. Course ID Number: 901302120. 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.

Sponsorship Opportunities

General Conference Sponsor - $2,500 each

  • Recognition in the Conference brochure, which will be mailed and/or emailed to interested counsel and business leaders and will reach many thousands more through web announcements
  • Company/firm logo prominently displayed in the Conference brochure and final program
  • Recognition on the Conference website, with link back to company/firm website
  • 2 complimentary registrants at the Conference
  • An additional two complimentary guests at the conference reception and dinner
  • Recognition at the conference
  • An opportunity to display company/firm materials at the conference

Conference Reception and Dinner Sponsor - $1,500 each

  • Recognition in the Conference brochure, which will be mailed and/or emailed to interested counsel and business leaders and will reach many thousands more through web announcements
  • Company/firm logo displayed in the Conference brochure and final program
  • Recognition on the Conference website, with link back to company/firm website
  • Recognition at the Dinner
  • 2 complimentary guests at the dinner
  • An opportunity to display company/firm materials at the reception and dinner
  • 1 complimentary registrant at the Conference

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

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

Overnight Accommodations

The cost of housing is not included in tuition. However, rooms (in limited number) have been reserved at Dallas/Plano Marriott at Legacy Town Center, 7121 Bishop Road, Plano, Texas 75024. Registrants should advise them they will be attending the IP Law Program to receive the reduced room rate of $139 + tax. The last day to obtain this special rate is October 21, 2014.


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. If we co-sponsor a program with another organization, information may be shared between the parties. All such co-sponsors will be identified on the event details and registration page. 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.

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General Conference Sponsors

Conference Reception and Dinner Sponsors