The Certified Patent Valuation Analyst Program CPVA
The "Certified Patent Valuation Analyst" Program
CPVA
7 - 8 April 2014
Dubai –UAE
Agenda
Day one (Monday, April 7): Valuation of Emerging Technologies
Time
Topic
8:30 – 11:00
Valuation Methods (Cost Method, Market Method, Income Method, The Monte Carlo Method, Real Options Method, Binomial Method, Decision Trees, Competitive Advantage Valuation, 25% Rule)
11:00 – 11:15
Coffee break
11:15 – 12:00
Valuation Methods (ProbabilityWeighted Expected Return Method, Relief from Royalty Method, Excess Earnings Method, Markov Chains, Bayesian Analysis, and Probabilistic Methodologies)
12:00 – 1:00
Case studies:
Acquisition Comparable, Stock Price Indication Methods, Venture Funding Comparable, Bayesian Analysis, Cross-Licensing
1:00 – 2:00
Lunch Break
2:00 – 3:30
Valuation Considerations(Citation Analysis Enforceability, Current Impact, Claim Scope Breadth, Technology Strength, Validity Confidence, Research Intensity,Litigation Avoidance
3:30 – 3:45
Coffee break
3:45 – 5:00
Valuation Considerations (Science Strength, Partnering Licensing Potential, Innovation Cycle Time, Technology Cogency)
Day two (Tuesday, April 8):
Calculating Patent Damages
Negotiating Licenses
Time
Topic
8:30 – 9:00
Formula for Calculating Patent Damages, Litigation Considerations, Standing to Assert
9:00 – 10:00
Risks of Encountering Allegations of Patent Infringement, Estimated Annual Exposure to Allegations of Patent Infringement, Reasonable Royalty and Royalty Base
10:00 – 11:00
Entire Market Value Rule, relevant court ruling, Selection of Royalty Base
11:00 – 11:15
Coffee break
11:15 – 11:30
Establishing EMVR and Valuation of Patents Lost Profits and Calculating Lost Profits
11:30 – 12:00
Creative Damages Theories, Daubert Challenge and Convoy Sales, “Supplemental” Damages, Provisional Damages, Pre-Judgment Interest, Post-Judgment Interest and Court Fees, Attorney Fees, and Lessons from Economic Damages and Manage Your Valuation Experts
12:00 – 12:30
Due Diligence, Negotiating Scorecard, Negotiations Timeline, Negotiations Timeline Matrix, Calculating the Costs of Negotiations
12:30 – 1:00
Preparing for Negotiations, Opening the Negotiations, The Negotiating Team, Initial Discussions, Non-Disclosure Agreements
1:00 – 2:00
Lunch Break
2:00 – 2:30
Protecting Your IP, Memorandum of Understanding
2:30 – 3:00
Licensing Specific Issues: Collaborative Research Agreements, Core Licensing Elements
3:00 – 3:15
Royalty Rates, Improvement Rights, Minimum Royalties,
3:15 – 3:30
Sublicensing, Most Favored Licensee, Cross-Licensing, Field of Use Licensing, Managing Litigation, Warranties and Indemnifications
3:30 – 3:45
Coffee break
3:30 – 3:45
Other Licensing Issues, Have-Made Rights, Licensing and Consulting
3:45 – 4:00
Duration of Licensing Agreements Intersection of IP and Bankruptcy Law
4:00 – 4:15
Compliance
4:15 – 4:30
Negotiating with Tech Transfer Offices, Negotiating with Non-Practicing Entities
4:30 – 5:00
Licensing Check List