PTAB Masters™ 2024 IPW Studios, Ashburn, VA
Held January 29-30, 2024
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Agenda

Speakers, panels and times subject to change.

Monday, Jan 29, 2024

1:00 PM ET

Add to Calendar 01/29/2024 1:00 PM America/New_York Registration ,

2:00 PM ET

Panel #1 – The PTAB Today: An In-Depth Examination of the PTAB Landscape*

This panel will take a look at the biggest issues, cases, and decisions from 2023, including decisions designated as precedential by USPTO Director Kathi Vidal, attempts to clear up confusion over the meaning of the “compelling merits” memo, the likelihood that the Supreme Court will weigh in on Intel’s challenge to discretionary denials, USPTO attempts to mitigate fears regarding leadership…

Jim Carmichael James Carmichael
Andrei Iancu Hon. Andrei Iancu
Scott McKeown
Add to Calendar 01/29/2024 2:00 PM America/New_York Panel #1 – The PTAB Today: An In-Depth Examination of the PTAB Landscape*

This panel will take a look at the biggest issues, cases, and decisions from 2023, including decisions designated as precedential by USPTO Director Kathi Vidal, attempts to clear up confusion over the meaning of the “compelling merits” memo, the likelihood that the Supreme Court will weigh in on Intel’s challenge to discretionary denials, USPTO attempts to mitigate fears regarding leadership…

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3:00 PM ET

Add to Calendar 01/29/2024 3:00 PM America/New_York Networking Break ,

3:30 PM ET

Panel #2 – Revamping the PTAB: A Review of Pending Legislation and Proposed Rules*

The regulatory framework for the inter partes review (IPR) process has long been the subject of criticism from both patent owners and petitioners. There is a growing consensus that the existing rules need to be revised to address loopholes and unintended consequences that have developed over the 10 years the America Invents Act (AIA) has been in effect. To that…

Tim Fink
Stephen McBride
Chief Judge Paul Michel Hon. Paul R. Michel
Add to Calendar 01/29/2024 3:30 PM America/New_York Panel #2 – Revamping the PTAB: A Review of Pending Legislation and Proposed Rules*

The regulatory framework for the inter partes review (IPR) process has long been the subject of criticism from both patent owners and petitioners. There is a growing consensus that the existing rules need to be revised to address loopholes and unintended consequences that have developed over the 10 years the America Invents Act (AIA) has been in effect. To that…

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4:30 PM ET

Add to Calendar 01/29/2024 4:30 PM America/New_York Networking Break ,

5:00 PM ET

Panel #3 – Navigating Parallel Patent Challenges at the PTAB, ITC, District Court and CAFC*

The creation of the Patent Trial and Appeal Board (PTAB) forever changed patent enforcement proceedings in the United States. While the PTAB was advertised by supporters as an alternative to expensive patent litigation, the truth has been very different. Over 80% of patent challenges filed at the PTAB relate to disputes that are ongoing in federal district court, making the…

Meredith Addy Meredith Addy
Raghav Bajaj
Heath Briggs
Lori Gordon
Add to Calendar 01/29/2024 5:00 PM America/New_York Panel #3 – Navigating Parallel Patent Challenges at the PTAB, ITC, District Court and CAFC*

The creation of the Patent Trial and Appeal Board (PTAB) forever changed patent enforcement proceedings in the United States. While the PTAB was advertised by supporters as an alternative to expensive patent litigation, the truth has been very different. Over 80% of patent challenges filed at the PTAB relate to disputes that are ongoing in federal district court, making the…

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6:00 PM ET

Add to Calendar 01/29/2024 6:00 PM America/New_York Reception ,

Tuesday, Jan 30, 2024

8:00 AM ET

Add to Calendar 01/30/2024 8:00 AM America/New_York Breakfast & Networking ,

9:00 AM ET

Panel #4 – A Stakeholder’s Perspective on PTAB Trial Proceedings

This off-the-record panel will explore the real world experiences of stakeholders at the Patent Trial and Appeal Board. Survey: https://www.surveymonkey.com/r/3L6HT3B

Kristina Burgard
Tim Jezek
Nichole M. Valeyko
Benjamin Weed
Add to Calendar 01/30/2024 9:00 AM America/New_York Panel #4 – A Stakeholder’s Perspective on PTAB Trial Proceedings

This off-the-record panel will explore the real world experiences of stakeholders at the Patent Trial and Appeal Board. Survey: https://www.surveymonkey.com/r/3L6HT3B

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10:00 AM ET

Add to Calendar 01/30/2024 10:00 AM America/New_York Networking Break ,

10:30 AM ET

Panel #5 – Effectively Using and Dealing with Experts at the PTAB*

This panel will discuss best practices and tips for effectively using and dealing with experts during Patent Trial and Appeal Board proceedings. The panel will discuss everything from picking the right expert, how the use of experts differs at the PTAB compared to district court proceedings, the effective use of expert declarations, preparing experts for deposition, taking expert depositions, and…

Meredith Addy Meredith Addy
Pete Lish
Douglas Robinson
Stephanie Schonewald Stephanie Schonewald
Add to Calendar 01/30/2024 10:30 AM America/New_York Panel #5 – Effectively Using and Dealing with Experts at the PTAB*

This panel will discuss best practices and tips for effectively using and dealing with experts during Patent Trial and Appeal Board proceedings. The panel will discuss everything from picking the right expert, how the use of experts differs at the PTAB compared to district court proceedings, the effective use of expert declarations, preparing experts for deposition, taking expert depositions, and…

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11:30 AM ET

Add to Calendar 01/30/2024 11:30 AM America/New_York Networking Break ,

12:00 PM ET

Panel #6 – IPR Aftermath: Reexamination, Issue Preclusion, and Leveraging the Record*

We’ve heard the story in the past, which is sadly all too common. A patent owner prevails in federal district court, and also prevails at the Patent Trial and Appeal Board (PTAB) in an inter partes review (IPR) challenge, but somehow finds themselves still fighting an ex parte reexamination. How is this possible? This panel will explore the role of…

James Lovsin
Scott McKeown
Scott Weidenfeller
Clint Wilkins
Add to Calendar 01/30/2024 12:00 PM America/New_York Panel #6 – IPR Aftermath: Reexamination, Issue Preclusion, and Leveraging the Record*

We’ve heard the story in the past, which is sadly all too common. A patent owner prevails in federal district court, and also prevails at the Patent Trial and Appeal Board (PTAB) in an inter partes review (IPR) challenge, but somehow finds themselves still fighting an ex parte reexamination. How is this possible? This panel will explore the role of…

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1:00 PM ET

Add to Calendar 01/30/2024 1:00 PM America/New_York Lunch & Networking ,

2:00 PM ET

Panel #7 – Solving for PTAB Risk: A Litigation Funding Perspective*

Over the last several years we have seen the return of large patent infringement verdicts, and verdicts that have also enhanced damages for willful infringement. What impact does the current litigation marketplace have for the decision making process of litigation funders who still must factor into their calculus the threat of having asserted patents challenged at the PTAB even before…

Jim Carmichael James Carmichael
Brad Close
Anup Misra
Sarah Tsou
Add to Calendar 01/30/2024 2:00 PM America/New_York Panel #7 – Solving for PTAB Risk: A Litigation Funding Perspective*

Over the last several years we have seen the return of large patent infringement verdicts, and verdicts that have also enhanced damages for willful infringement. What impact does the current litigation marketplace have for the decision making process of litigation funders who still must factor into their calculus the threat of having asserted patents challenged at the PTAB even before…

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3:00 PM ET

Add to Calendar 01/30/2024 3:00 PM America/New_York Networking Break ,

3:30 PM ET

Panel #8 – Ethics and IPR: Staying Out of Trouble at the PTAB*

Pursuant to 35 U.S.C. 2(b)(2)(D), the USPTO is authorized to establish rules and regulations that “govern the recognition and conduct of agents, attorneys, or other persons representing applicants or other parties before the Office.” The Patent Statute further gives to the Director the authority, after notice and opportunity for a hearing, to suspend or exclude from further practice before the…

Erin Dunston Erin Dunston
Scott McKeown
Gene Quinn
Amy Simpson
Judge Michael Tierney Hon. Michael Tierney
Add to Calendar 01/30/2024 3:30 PM America/New_York Panel #8 – Ethics and IPR: Staying Out of Trouble at the PTAB*

Pursuant to 35 U.S.C. 2(b)(2)(D), the USPTO is authorized to establish rules and regulations that “govern the recognition and conduct of agents, attorneys, or other persons representing applicants or other parties before the Office.” The Patent Statute further gives to the Director the authority, after notice and opportunity for a hearing, to suspend or exclude from further practice before the…

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4:30 PM ET

Add to Calendar 01/30/2024 4:30 PM America/New_York Networking Break ,

5:00 PM ET

Panel #9 – A Judge’s Perspective: The Good, the Bad and the Ugly

Please note: This panel will be an off-the-record conversation. We will not be recording this panel, or broadcasting it after the program. This panel, moderated by Todd Walters, Patent Office Litigation Practice Group Leader at Buchanan, Ingersoll & Rooney, will offer the perspectives of Administrative Patent Judges (APJs) from the Patent Trial and Appeal Board (PTAB). While patent attorneys may…

Scott Boalick - USPTO Hon. Scott R. Boalick
Hon. Melissa A. Haapala
Judge Michael Tierney Hon. Michael Tierney
Todd Walters
Add to Calendar 01/30/2024 5:00 PM America/New_York Panel #9 – A Judge’s Perspective: The Good, the Bad and the Ugly

Please note: This panel will be an off-the-record conversation. We will not be recording this panel, or broadcasting it after the program. This panel, moderated by Todd Walters, Patent Office Litigation Practice Group Leader at Buchanan, Ingersoll & Rooney, will offer the perspectives of Administrative Patent Judges (APJs) from the Patent Trial and Appeal Board (PTAB). While patent attorneys may…

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6:00 PM ET

Add to Calendar 01/30/2024 6:00 PM America/New_York Reception ,

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