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