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Intellectual Property Conference for Legal Professionals

Intellectual Property Conference for Legal Management Professionals

 

October 13–14, 2022
Hamilton Hotel
Washington, D.C.

ALA’s Intellectual Property Conference for Legal Management Professionals is the premier IP-focused forum for administrators working in a legal practice setting.

Thank you to our 2022 Conference Sponsors:













During this year's conference, we focused on the following topics:

  • Patents, Trademarks and Copyrights — Maximizing Their Usefulness in the Current Post-Covid, Prerecession Economy
  • Planning for the Future: How to Set Your Firm on a Path to Success
  • Leading Your Firm in the Digital Ecosystem: What You Need to Know about AI, Smart Contracts Cryptos and NFTs
  • Rule No. 1: Don’t Lie (aka IT and Cybersecurity Compliance)

Attendees have access to the 2022 in-person sessions via the #ALAIP22 app, or by clicking the link below.


Speakers




Danny Auer
Firm Administrator
Hauptman Ham, LLP

Danny Auer is Firm Administrator at Hauptman Ham, LLP, an intellectual property firm. In this capacity, he is responsible for managing the overall administration and operations of the firm, including supervising all staff who don’t practice law. Prior to joining Hauptman Ham, Auer was a federal agent for over 33 years, serving in senior leadership positions since November 2001. His final assignment before retiring from federal service was Chief of the Leadership Training Division for the Federal Law Enforcement Training Centers (FLETC) within the Department of Homeland Security. In this role, he was the Senior Manager responsible for the overall development, delivery and administration of the FLETC’s leadership training programs and research.



Dustin Bolander
Chief Executive Officer
Clear Guidance Partners

Dustin Bolander is the Chief Executive Officer at Clear Guidance Partners, a legal technology and business operations provider focused on small and midsized firms. He has spent his 15-year career being hands-on with law firms, working in cybersecurity, IT and cyber insurance. From policy writing to breaches, he’s been in the trenches helping firms improve their technology and security. He is a partner in multiple businesses, including Clear Guidance Partners.



Jenna L. Carter
Director of Administration
Pillsbury Winthrop Shaw Pittman LLP

Jenna Carter is the Director of Administration for Pillsbury Winthrop Shaw Pittman LLP’s Northern Virginia office. She recently served on ALA’s Board of Directors, where she also assumed the role of the Association’s Treasurer. She is also a two-term Past President of ALA’s Capital Chapter in Washington, D.C. Carter earned her bachelor's degree in psychology from the University of Nevada, Las Vegas, and her master's degree in accounting from Strayer University in Washington, D.C.



Richard Fernandez
eMod Project Manager
United States Patent and Trademark Office (USPTO)

Richard Fernandez is an eMod Project Manager at the United States Patent and Trademark Office. In this role, he oversees the development of the new tool to replace EFS-Web and the Patent Application Information Retrieval (PAIR) system. He has extensive experience working with the Patent Electronic Business Center, and currently serves as the manager of the entire call center. He received a bachelor’s degree in Information Systems from the University of Maryland Baltimore County in 2001 and started working as a federal employee at the USPTO in 2009.



Debbie Foster
Managing Partner
Affinity Consulting Group

Debbie Foster is the Managing Partner at Affinity Consulting Group and is a nationally recognized thought leader on efficiency and innovation in professional legal organizations. Her 20+ years of experience, combined with a mix of strategic management and strong leadership skills, has enabled her to develop a unique ability to work with law firms and legal departments to help them navigate the ever changing legal services delivery landscape. Foster has been working with law firms and legal departments since 1995, originally implementing software solutions ranging from practice management and time/billing/accounting to document management. As an active participant in several legal organizations, Foster regularly speaks on topics relating to technology, management, finance and marketing of a law firm.



Kimberly Giertz
IP Operations Director
Neal, Gerber & Eisenberg LLP

Kimberly Giertz, the IP Operations Director at Neal, Gerber & Eisenberg LLP, has been working in the IP legal realm for more than 20 years and is passionate about finding innovative solutions to new and old challenges. Giertz works with the firm’s IP group practice leaders and assists with establishing and executing practice area operational initiatives, budgets, technology, business development, and marketing goals. Her extensive experience as the chief information officer at a prestigious IP firm and various technology and intellectual property organizations contributes to her depth of IP operations knowledge. 



Marc E. Hankin, Esq.
Managing Partner
Hankin Patent Law, APC

Marc E. Hankin, Esq., Managing Partner of Hankin Patent Law, APC, is a registered patent attorney with extensive involvement as the lead lawyer in all areas of intellectual property law. He leads a team of patent, trademark and copyright attorneys and paralegals. Together, they advise owners and managers of all sized businesses on how best to protect their valuable technology and creative works. For the past 34 years, Hankin has counseled clients, including manufacturers and distributors in many different industries. He frequently ranks high in regional, national and international surveys, and has been selected as a Southern California Super Lawyer® every year since 2007.



Jessica Lancia, Ph.D.
Patent Operations Manager
Alston & Bird

Jessica Lancia is Patent Operations Manager for Alston & Bird LLP, and has over a decade of experience in a variety of intellectual property sectors. In her current role, she is responsible for managing 45-plus patent staff, including all U.S. and foreign paralegals, patent prosecution assistants, docketing, IP clerks and specialist roles. She is also responsible for process improvement, training, workflow coordination, IP systems management and configuration, vendor management, patent group metrics, and reporting. Lancia previously managed an IP boutique and co-founded and managed an IP services startup. 



Natalie Loeb, M.S.
Founder and Chief Executive Officer
Loeb Leadership

Natalie Loeb is the Founder and Chief Executive Officer of Loeb Leadership, a leadership coaching and development company with over 100 consultants across the United States and Europe. She is an entrepreneur and a female business leader who has built a family owned and operated business from the ground up. She brings more than 30 years of experience in talent development, coaching and training, and is recognized as a thought leader and innovator within the legal profession and other industries.



Scott B. Markow
Senior Patent Counsel
Stanley Black & Decker, Inc

Scott Markow is Senior Patent Counsel for Stanley Black & Decker, Inc., where he manages intellectual property matters for the Professional Power Tools, Accessories and Innovation business units. His experience includes patent and trademark portfolio management, strategic counseling, preparation and prosecution of patent and trademark applications litigation, licensing, and dispute resolution. Markow has worked with a wide variety of technologies, including power tools, batteries, electrical and control systems, software, internet connected products, medical devices, and pharmaceuticals. 



Stephanie M. Sanders
Managing Director
Ernst & Young LLP

Stephanie Sanders is a Managing Director at EY on the Legal Function Consulting team. She works with organizations to transform legal processes, talent models, data, technology and sourcing strategies to drive cost-effective and innovative operating models for managing some of her client's most important assets—their IP. Sanders is a founding member of the Corporate Legal Operations Consortium (CLOC) IP Operations Proficiencies team. She is passionate about establishing relationships and partnerships between law firm legal operations professionals and their counterparts at the companies the firm serves to ensure that IP operations on all sides are in sync.



Elaine Spector
Partner
Harrity & Harrity LLP

Elaine Spector is a Partner at the IP boutique firm of Harrity & Harrity LLP — the first female partner in the firm’s history. She co-chairs Harrity’s Diversity Committee and is the Outreach Subcommittee Chair for the American Intellectual Property Law Association’s (AIPLA) Women in IP Committee. Spector also serves on AIPLA’s Women in IP Executive Team. She is dedicated to improving diversity in the field of patent law through her numerous diversity leadership roles.



Rosa E. Walker
Senior Director, Diversity and Inclusion
Pillsbury Winthrop Shaw Pittman LLP

Rosa Walker is the Senior Director of Diversity and Inclusion at Pillsbury Winthrop Shaw Pittman LLP. She has 25 years of experience working in administrative and management-level roles with large U.S. law firms and has a strong background in human resources management.
In her current role, she collaborates with the various affinity and Employee Resource Group Networks, the firm’s executive team, department directors, lawyers and business professionals across the firm’s global presence to continuously build and strengthen the firmwide mission of improving diversity and inclusion within the firm.



Tracey West, Esq.
Diversity, Equity and Inclusion Consultant and Leadership Coach
Loeb Leadership

Tracey West, Esq., a senior consultant with Loeb Leadership, is a seasoned facilitator with expertise in diversity, equity, and inclusion, emphasizing inclusive leadership in the legal profession. Tracey’s experiences as the former Director of Diversity, Equity, and Inclusion at an Am Law 50 law firm, and the Associate Dean of Diversity & Inclusion at Boston College Law School for 20 years uniquely positions her to address and counsel her clients around multiple challenges facing many of us in the everchanging business of law.

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Geoffrey M. Williams, CLM, MBA, M.Div.
Chief Operating Officer and Chief Financial Officer
Cunningham Bounds, LLC

Geoffrey M. Williams, CLM, MBA, M.Div. is Chief Operating Officer (COO) and Chief Financial Officer (CFO) of Cunningham Bounds, LLC in Mobile, AL. He is responsible for the firm’s operations and financial management and is involved in strategic management for the civil litigation firm. He is the 2022-23 ALA President-Elect and serves on the International Board of Directors.

Previously, Mr. Williams was the COO and Chief Information Officer (CIO) of an Intellectual Property law firm based in Florida for 10 years. The firm serves Fortune 100 and smaller companies, incubators, angel investors, and research institutions. During his tenure, he served multiple terms on the BIO Florida for Life Sciences Annual Conference Committee which promotes entrepreneurial opportunities, patent prosecution and licensing, and technology transfer in the state of Florida. He also served on the Florida Bar Intellectual Property Law Committee as the only member who was not a lawyer.

Mr. Williams is a Certified Blockchain & Law Professional by Blockchain Council and has various other technology certifications. He earned the Graduate Certificate in Law Firm Management from The George Washington University in Washington, D.C. He earned an MBA with Highest Honors (Beta Gamma Sigma, Sigma Iota Epsilon) from Louisiana State University (Shreveport, LA), and a BA with Distinction and Honors from Huntingdon College (Montgomery, AL) where he was a member of Tri-Sigma Honors Society and a founding chapter member of the ODK National Leadership Honor Society. Additionally, he earned a graduate degree (M.Div.) from Princeton Seminary in Princeton, New Jersey.



Kimberly Williams
Patent Business Analyst OITP
United States Patent and Trademark Office (USPTO)

Kimberly Williams, a Patent Business Analyst at the United States Patent and Trademark Office, assists in the development of Patent Center, the next generation filing tool that will replace EFS-Web and PAIR. She has over 25 years of experience as a Patent Examiner, which is instrumental in developing application validations in the new tool.

Schedule of Events

Thursday, October 13, 2022

8 a.m.
Registration

8–8:45 a.m.
Breakfast

8:45–9 a.m.
Welcome and Conference Kickoff

9–10:15 a.m.
Inclusive Leadership: 8 Behaviors to Lead Everyone

As we recover from the pandemic, we are all challenged to lead more inclusively. Talent flows to where it’s valued. If our folks don’t feel valued and as if they belong, there is a good chance they will leave or even worse — quit quietly. Our job as leaders is to put the right people in the right seats. Once we have accomplished that, we have to lead them in a way where they will choose to give us their all. We can’t control the circumstances surrounding our legal organizations, but we can control the behaviors we choose to use to lead our teams. In this session, you’ll learn the eight behaviors of inclusive leaders. Through storytelling, video and perhaps a bit of music, you’ll be educated, entertained and inspired.

Objectives:

  • Recognize the power and impact of a leader’s behaviors.
  • Identify eight behaviors to lead inclusively.
  • Demonstrate a daily activity that can heighten your leadership capability.
Natalie S. Loeb, MS
Founder and Chief Executive Officer
Loeb Leadership
Tracey West, Esq.Diversity, Equity and Inclusion Consultant and Leadership Coach
Loeb Leadership

10:15–10:45 a.m.
Networking Break with Business Partners

10:45 a.m.–12:00 p.m.
Rule No. 1: Don’t Lie (aka IT and Cybersecurity Compliance)

In this workshop, we’ll discuss how to build your firm’s compliance framework for client audits and cyber insurance. Additionally, we’ll review the core IT security controls and policies you need to have in place to meet common requirements. Handouts will be provided as we build out a checklist together and review some basic templates. Get ready for a highly interactive session!

Objectives:

  • Identify the IT security that cyber insurers and corporate clients are looking for.
  • Prepare a checklist of what your firm needs in place.
  • Show how to build basic policies such as incident response and bring your own device (BYOD).
  • Illustrate actionable next steps to help refine your firm’s IT and compliance planning.
Dustin BolanderChief Executive Officer
Clear Guidance Partners

12–1:15 p.m.
Business Partner Recognition Lunch

1:15–2:30 p.m.
The Leadership Mirror

High turnover, low morale and absenteeism are not only expensive for an organization — they may also create a toxic corporate culture that can drastically impede or reduce a firm’s efficiency, effectiveness and profitability. In niche industries, this can create a negative reputation that makes recruitment, retention and client generation substantially more difficult. Leveraging both the science and art of leadership, this session will provide attendees with very specific, actionable information and tools to transform themselves, ultimately making their organizations better.

Objectives:

  • Describe and live by the Trust Formula to establish and/or enhance baseline trust in an accelerated environment.
  • Develop the ability to receive feedback as a gift —particularly feedback that is hard to hear — to enhance active listening skills and transform professional relationships.
  • Value the importance of emotional intelligence, self-reflection and unwavering self-accountability to recognize where, when and how conscious and unconscious attitudes, behaviors and interactions are the source of challenges.
  • Develop and implement specific strategies to enhance communication efforts both individually and more broadly.
  • Create a personalized strategy to significantly enhance your own leadership effectiveness and within your organization.
Danny AuerFirm Administrator
Hauptman Ham, LLP
2:30–3:45 p.m.
Idea Exchange: People, Processes and Technology

Come ready to participate in this interactive idea exchange. We’ll ask what your most pressing issues are, and then our panelists will discuss them, as well as what has changed in their firms as it relates to retention, productivity, attorney business development, technology and workflow processes.

Kimberly GiertzIP Operations Director
Neal, Gerber & Eisenberg LLP
Jessica Lancia, Ph.D.Patent Operations Manager
Alston & Bird
Stephanie M. SandersManaging Director
Ernst & Young LLP

3:45–4:15 p.m.
Networking Break with Business Partners

4:15–5:30 p.m.
Planning for the Future: How to Set Your Firm on a Path to Success

Strategic planning is essential for any firm — and it is not just about the plan. In this session, we’ll explore the structure of a task-based strategic plan that you can use as a guide. It will help whether you want to grow your firm organically, to add laterals, or are looking for merger opportunities. As we break down strategic objectives into actionable items where success is clearly defined, you’ll leave with a tool you can take back to your firm to ensure that your strategic plan does not live in a file that never sees the light of day.

Objectives:

  • Employ impactful ways to implement strategic planning objectives.
  • Evaluate possible strategic growth opportunities.
  • Use small teams to execute micro strategy projects.
  • Discover the most effective steps necessary to develop a strategic plan in your firm.
Debbie FosterManaging Partner
Affinity Consulting Group

5:30–6:30 p.m.
Networking Reception with Business Partners

Friday, October 14, 2022

8 a.m.
Registration

8–9 a.m.
Breakfast

9–10:15 a.m.
Patent Center Updates — Including DOCX Filings

This session will provide an overview of Patent Center, the U.S. Patent and Trademark Office's new tool for electronic filing and management of patent applications. Patent Center will replace EFS-Web and PAIR and features a unified interface, with all the capabilities from today's tools in a single place. This part of the session will cover how to file and view applications with an emphasis on filing in DOCX and the management tools available.

Objectives:

  • Explain the Patent Center process for filing and viewing submitted applications.
  • Discover the advantages of filing in DOCX and how to file in it.
  • Experiment with the training mode in Patent Center.
Richard FernandezeMod Project Manager
United States Patent and Trademark Office (USPTO)
Kimberly WilliamsPatent Business Analyst
United States Patent and Trademark Office (USPTO)

10:15–10:45 a.m.
Networking Break with Business Partners

10:45 a.m.–12 p.m.
Patents, Trademarks and Copyrights: Maximizing Their Usefulness in the Current Post-COVID, Pre-Recession Economy

Intellectual property (IP) has inherent value, and often IP is the entire real value of many client entities. Law firms need to be able to conduct IP audits to assess what intangible assets a client owns and which ones should be protected. These steps will keep clients safe from infringement and abandonment. Now that more people — at client entities and law firms alike — are working remotely, it is essential to stay in regular communication to ensure that IP assets are protected on a timely basis.

  • Explain forms of IP (Patents, Trademarks, and Copyrights) enough to discuss them.
  • Recognize when and how to conduct an IP Audit for Client entities.
  • Identify what steps should be taken by Clients to avoid Infringement or Abandonment.
  • Assess the extra steps that need to be taken with so many people working remotely.
Marc E. Hankin, Esq.Managing Partner
Hankin Patent Law, APC

12–1:15 p.m.
Lunch and ALA Update

1:15–2:30 p.m.
Leading Your Firm in the Digital Ecosystem: What You Need to Know About AI, the Metaverse, Smart Contracts, Cryptos and NFTs

In 2007, Apple launched the iPhone and the world changed forever with new ways for people to communicate, make decisions and interact with clients and colleagues. Progressive business leaders were able to leverage it for competitive advantage, while others lost time catching up. Today, you cannot imagine managing your firm or business or your personal life without one. Similarly, right now you may not know how smart contracts work or what cryptocurrencies and blockchain are or understand how they relate to you. But, not long from now, you will not be able to manage your firm or business, practice law or perhaps even buy a house without using these disruptive technologies. This session will unveil their mysteries and equip legal industry leaders to understand and discuss them and make decisions about their use.

Objectives:

  • Describe how emerging technologies will change managing the business of law, affect legal practice areas and provide strategic advantages.
  • Discuss blockchain related technologies with stakeholders, understand ways to use them and explore their impact on intellectual property law.
  • Relate emerging technologies to the firms and businesses of legal management professionals.
Geoffrey M. Williams, CLM, MBA, M.Div.Chief Operating Officer and Chief Financial Officer
Cunningham Bounds, LLC

2:30–2:45 p.m.
Refreshment Break

2:45–4:00 p.m.
Patent Pathways: A Case Study (DEIA Session)

This interactive diversity, equity, inclusion and accessibility (DEIA) session will help explain a free program focused on building a more inclusive environment in the field of patent law — one which will mirror the diverse landscape of our society. This program — made possible by the generosity of the program sponsors — is open to all firms who’d like to participate.

The goal of the Patent Pathways program is to increase the number of African American/Black women engineers and scientists who are registered to practice before the United States Patent and Trademark Office (USPTO).

Objectives:

  • Identify a roadmap for becoming a patent professional, including discussions on careers in patent law, benefits of being a patent professional and opportunities for scholarships and training.
  • Evaluate prosecution training and patent bar preparation as well as prospecting for actual career opportunities (e.g., internships, part-time or full-time positions) for the individual participants.
  • Prepare for patent application drafting training, continued mentoring through placement within the patent profession and networking opportunities. 
    Scott B. MarkowSenior Patent Counsel
    Stanley Black & Decker, Inc
    Elaine SpectorPartner
    Harrity & Harrity LLP
    Rosa E. WalkerSenior Director, Diversity and Inclusion
    Pillsbury Winthrop Shaw Pittman LLP
    Moderator:
    Jenna L. Carter
    Director of Administration
    Pillsbury Winthrop Shaw Pittman LLP
4–4:15 p.m.
Wrap-Up and Final Q&A

4:15 p.m.
Conference Ends

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