th annual advanced patent law institute

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www.utcle.org 512.475.6700 25 TH ANNUAL ADVANCED PATENT LAW INSTITUTE November 5–6, 2020 Live Webcast Earn up to 15.00 Hours of Credit, Including 2.50 Hour of Ethics (Hours Vary by State) MCLE Credit Approved in TX, CA, NJ, NY, OK, and PA; MCLE Credit Expected in IL and OH TX Accounting CPE Available THE UNIVERSITY OF TEXAS WEBCAST UNDERWRITER

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Page 1: TH ANNUAL ADVANCED PATENT LAW INSTITUTE

www.utcle.org ■ 512.475.6700

25TH ANNUAL

ADVANCED PATENT LAW INSTITUTE

November 5–6, 2020 Live Webcast

Earn up to 15.00 Hours of Credit, Including 2.50 Hour of Ethics (Hours Vary by State)

MCLE Credit Approved in TX, CA, NJ, NY, OK, and PA; MCLE Credit Expected in IL and OH

TX Accounting CPE Available

T H E U N I V E R S I T Y O F T E X A S

WEBCAST UNDERWRITER

Page 2: TH ANNUAL ADVANCED PATENT LAW INSTITUTE

THURSDAY MORNING, NOV. 5, 2020

Presiding Officer: Hilda C. Galvan, Jones Day, Dallas, TX

8:20 a.m. Welcoming Remarks

8:30 a.m. .75 hr

Recent Developments in Claim ConstructionThe baseline of patent application preparation/prosecution, district court trials, Federal Circuit appeals, and AIA post-grant review proceedings, is claim construction. Review the important 2019-2020 claim construction cases and issues at the Federal Circuit and trial court levels, as well as at the PTAB. Examine the PTAB’s procedural and substantive claim construction “rules, practices, and etc." And discuss adherence to the APA by the PTAB under various circumstances, plus rule and practice changes to mandate PTAB consideration of claim constructions from other proceedings.

Kenneth R. Adamo, Law Office of KRAdamo, Chicago, IL

9:15 a.m. 5-Minute Break

9:20 a.m. .75 hr

Antitrust 2020: Changing Politics, Technology and Problems Have Caused Upheaval! A Real-Time Presentation of Disruption in Antitrust and Competition LawSince the beginning of this year, there have been profound changes in the antitrust and competition landscape. New lawsuits are being filed and existing cases pressed hard despite the COVID-19 pandemic. Technology companies need to be aware of the storm now breaking over licensing for 5G in lawsuits pending in federal courts in Texas and Delaware. The 180 degree change at the Department of Justice that has the Antitrust Division actively litigating with non-practicing patent entities against companies that produce technology, software, semiconductors and telecom products. COVID-19 drove a dramatic to the ground rules and procedures for collaboration for companies that can provide essential technology, products and services. This real-time presentation illustrates what is happening right now and how it could impact you.

Danielle Joy "DJ" Healey, Fish & Richardson P.C., Houston, TX

10:05 a.m. 5-Minute Break

10:10 a.m. .75 hr

Section 101 Update: Alice at SixHear an update on this year’s patentable subject matter cases and other developments. What have we learned over the last six years and what can we expect moving forward? Plus, hear some suggested do’s and don’ts for prosecution and litigation.

Steve Borgman, Kilpatrick Townsend & Stockton LLP, Houston, TX

Janice Le Ta, Perkins Coie LLP, Austin, TXMichael W. Piper, Conley Rose, PC, Plano, TXGina N. Shishima, Norton Rose Fulbright, Austin, TX

10:55 a.m. 5-Minute Break

11:00 a.m. .75 hr

Section 101 in Two Realms: Practical Tips for Addressing Ongoing Challenges in Getting Patents in the Life Sciences and in SoftwareA year after the newest USPTO guidelines on patent eligibility, our panelists discuss prosecution suggestions in the software/business and the bio/pharma technical areas, in particular, our best pragmatic advice on managing your 101 challenges at USPTO and including a focus on patent applications concerning COVID-19 diagnostic tests, serology tests, vaccines, and therapeutics as examples for the pharma challenges and opportunities we are facing.

Steve Borgman, Kilpatrick Townsend & Stockton LLP, Houston, TX

Janice Le Ta, Perkins Coie LLP, Austin, TXMichael W. Piper, Conley Rose, PC, Plano, TXGina N. Shishima, Norton Rose Fulbright, Austin, TX

11:45 a.m. 5-Minute Break

11:50 a.m. .75 hr

Open Source Licensing and Hybrid CommunitiesExplore new developments in open source and hybrid licensing, including issues with respect to FRAND licensing and more.

Karen F. Copenhaver, The Linux Foundation, Boston, MA

Umesh M. Desai, AT&T Labs, Austin, TX

12:35 p.m. Break for LunchPresentations resume at 1:00 p.m.

THURSDAY AFTERNOON

Presiding Officer: Richard L. Wynne Jr., Thompson & Knight LLP, Dallas, TX

LUNCHEON PRESENTATION

1:00 p.m. 1.00 hr | .25 hr ethics

The COVID-19 Effect on the Practice of Patent LawExplore the practical and procedural effects of the COVID-19 pandemic on the practice of patent law from the perspective of litigation, patent prosecution, working from home, and in-house management.

Moderator:Ozz Siddiq, Lennox International, Richardson, TX

Panelists:Shannon W. Bates, Harper Bates & Champion LLP,

Dallas, TXTara L. Clothier, Essilor of America, Inc., Dallas, TXJosé C. Villarreal, Perkins Coie LLP, Austin, TX

2:00 p.m. 5-Minute Break

2:05 p.m. .50 hr

PTAB Policy ShiftsThe Federal Circuit, the U.S. Supreme Court, and the Iancu administration continue to push the evolution of the PTAB. This presentation covers fast-moving highlights of where we are and where we may be going. Change is certain.

Teresa Stanek Rea, Crowell & Moring, LLP, Washington, DC

2:35 p.m. 5-Minute Break

2:40 p.m. 1.00 hr

PTAB Practice StrategiesDiscuss new developments impacting practice before the Board, including evolving standards on the PTAB's exercise of discretion, timing of parallel litigation, pressure on litigants, and more.

Moderator:David W. O'Brien, Haynes and Boone, LLP, Austin, TX

Panelists:Scott A. McKeown, Ropes & Gray LLP, Washington, DCEmily R. Whelan, Wilmer Hale, Boston, MAAdditional Panelist TBD

3:40 p.m. 5-Minute Break

25TH ANNUAL

ADVANCED PATENT LAW INSTITUTENovember 5–6, 2020 ■ Live Webcast

Earn up to 15.00 Hours of Credit, Including 2.50 Hour of Ethics (Hours Vary by State)

MCLE Credit Approved in TX, CA, NJ, NY, OK, and PA; MCLE Credit Expected in IL and OH

TX Accounting CPE Available

Times listed are Central Standard

phone 512.475.6700 ■ www.utcle.org/conferences/PT20/signup ■ fax 512.475.6876

Page 3: TH ANNUAL ADVANCED PATENT LAW INSTITUTE

3:45 p.m. .75 hr | .50 hr ethics

Privilege Issues and Discoverability of AgreementsWith the explosive growth of litigation funding, parties (and funders) face challenging issues related to the discoverability of funding agreements and engagement agreements. This presentation explores the relevance of such agreements and whether they are protected by attorney-client privilege, work product, common interest, or otherwise.

Kevin Kudlac, Connor Kudlac Lee, PLLC, Austin, TX

4:30 p.m. 5-Minute Break

4:35 p.m. 1.00 hr | .50 hr ethics

Judicial PanelHear distinguished judges from the District Courts discuss their experiences hearing and trying patent cases.

Moderator:Hilda C. Galvan, Jones Day, Dallas, TX

Panelists:Hon. Alan D Albright, U.S. District Court, Western

District of Texas, Waco, TXHon. Sean D. Jordan, U.S. District Court, Eastern

District of Texas, Plano, TXHon. Maryellen Noreika, U.S. District Court, District

of Delaware, Wilmington, DE

5:35 p.m. Adjourn

FRIDAY MORNING, NOV. 6, 2020

Presiding Officer: Betty Ellsworth Ungerman, Lennox International Inc., Richardson, TX

8:00 a.m. 1.00 hr | .50 hr ethics

Women in IP Breakfast Panel: Challenges and Current Issues Facing In-House Counsel

Moderator:Ann LaFeir, USAA, San Antonio, TX

Panelists:Brianna Hinojosa-Smith, Yum! Brands, Inc., Plano, TXIrene Kosturakis, BMC Software, Inc., Houston, TXKeith E. Witek, Google, Inc., Mountain View, CA

9:00 a.m. 5-Minute Break

9:05 a.m. 1.00 hr

Year in Review: Federal Circuit and SCOTUS UpdateA whirlwind summary of the most important developments in Supreme Court and Federal Circuit case law over the last year.

Mark A. Lemley, Stanford Law School and Durie Tangri LLP, Stanford and San Francisco, CA

10:05 a.m. 5-Minute Break

10:10 a.m. .50 hr

The Appointments Clause, Severability, and Forfeiture in ArthrexThe Federal Circuit’s decision in Arthrex, Inc. v. Smith & Nephew, Inc., 941 F.3d 1320 (2019), purported to save the power of the USPTO's administrative patent judges to conduct inter partes review by abrogating for-cause removal protection for those judges. This presentation examines the Appointments Clause concerns that motivated that abrogation, whether severing the for-cause removal protection was a proper response, and whether the Appointments Clause challenge should have been considered forfeit as not raised before the USPTO.

John M. Golden, The University of Texas School of Law, Austin, TX

10:40 a.m. 5-Minute Break

10:45 a.m. .75 hr

Worldwide Patent Litigation TrendsA look at litigation trends and practices in multiple international jurisdictions.

Moderator:Kat Li, McKool Smith, Austin, TX

Panelists:Klaus Haft, HOYNG ROKH MONEGIER Europe LLP,

Düsseldorf, GermanyHe Jing, GEN Law, Beijing, China

11:30 a.m. 5-Minute Break

11:35 a.m. .75 hr

International ProsecutionHear tips on how to prepare for a global filing and examine issues and considerations in different jurisdictions, with a special emphasis on European patents and China.

Jimmy Chen, IBM China Co. Ltd, Beijing, ChinaTim Graham, IBM UK Ltd, Winchester, United Kingdom

12:20 p.m. Break for LunchPresentations resume at 12:45 p.m.

FRIDAY AFTERNOON

Presiding Officer: William D. Wiese, DuBois, Bryant & Campbell, L.L.P., Austin, TX

LUNCHEON PRESENTATION

12:45 p.m. .75 hr

Nuts and Bolts of Remote LitigationA discussion of various aspects of litigating patent disputes remotely, including best practices for handling remote hearings, depositions, and even trials.

Bert A. Greene, Duane Morris LLP, Austin, TXMatthew S. Yungwirth, Duane Morris LLP, Atlanta, GA

1:30 p.m. 5-Minute Break

1:35 p.m. .75 hr

Damages: FRAND, Foreign Activity, and Other Recent DevelopmentsA discussion of recent developments in patent damages, including recent decisions affecting FRAND licensing and damages, pursuing damages for foreign activity in U.S. courts, and the impact of COVID-19 on the calculation and presentation of damages claims.

Moderator:Shirley Webster, Ocean Tomo, LLC, Houston, TX

Panelists:Anne M. Cappella, Weil, Gotshal & Manges LLP,

Silicon Valley, CAGarland T. Stephens, Weil, Gotshal & Manges LLP,

Houston, TX

2:20 p.m. 5-Minute Break

2:25 p.m. .75 hr

AI ClaimsExamine new rules on AI claims, including evolving guidance from the USPTO, and how those rules will be applied.

Robert Bahr, U.S. Patent and Trademark Office, Alexandria, VA

Matt Osterhaus, Fletcher Yoder, P.C., Houston, TX

3:10 p.m. 5-Minute Break

3:15 p.m. .75 hr ethics

The Ins and Outs of Conflicts of InterestThis session covers conflicts of interest when lawyers migrate from one law firm, or legal department, to another and recent cases addressing disqualification motions.

David Hricik, Mercer University School of Law and Taylor English Duma LLP, Macon and Atlanta, GA

4:00 p.m. Adjourn

BONUS ONLINE ECOURSE FREE WITH REGISTRATION

Available in Your Briefcase on November 5

Navigating Your Rights at the ITC, CBP, and Beyond (1.00 hr)The presentation provides an overview of the ITC jurisprudence over the last several years with a discussion of recent cases that have had an impact on the ITC practice. The discussion also focuses on the intersection of the ITC with other government agencies, such as the PTAB, CBP and the CIT.

Syed K. Fareed, Baker Botts, Austin, TX Lisa M. Kattan, Baker Botts, Washington, DC

phone 512.475.6700 ■ www.utcle.org/conferences/PT20/signup ■ fax 512.475.6876

Page 4: TH ANNUAL ADVANCED PATENT LAW INSTITUTE

INSTITUTE FACULTY AND PLANNING COMMITTEE

HILDA C. GALVAN*—CO-CHAIR Jones Day Dallas, TX

BETTY ELLSWORTH UNGERMAN*—CO-CHAIR Lennox International Inc. Richardson, TX

JOANNA JEFFERSON*—DIRECTOR The University of Texas School of Law Austin, TX

KENNETH R. ADAMO Law Office of KRAdamo Chicago, IL

MICHAEL P. ADAMS* Dykema Austin, TX

TOM ADOLPH* Adolph Locklar Houston, TX

HON. ALAN D ALBRIGHT* U.S. District Court, Western District of Texas Waco, TX

ROBERT BAHR U.S. Patent and Trademark Office Alexandria, VA

MICHAEL C. BARRETT* Cirrus Logic, Inc. Austin, TX

SHANNON W. BATES Harper Bates & Champion LLP Dallas, TX

STEVE BORGMAN* Kilpatrick Townsend & Stockton LLP Houston, TX

CHRISTA BROWN-SANFORD* Baker Botts Dallas, TX

JIMMY CHEN IBM China Co. Ltd Beijing, China

TARA L. CLOTHIER Essilor of America, Inc. Dallas, TX

TAMARA COPELAND* Duff and Phelps, LLC Houston, TX

KAREN F. COPENHAVER The Linux Foundation Boston, MA

UMESH M. DESAI* AT&T Labs Austin, TX

DAVID GEORGE DOLEZAL* NXP Semiconductors Austin, TX

ELISABETH EVERT* Hitchcock Evert LLP Dallas, TX

HEATHER L. FLANAGAN PHD* Fish & Richardson P.C. Austin, TX

JOHN D. FLYNN* IBM Corporation Austin, TX

MARK THOMAS GARRETT* Norton Rose Fulbright Austin, TX

ROSS SPENCER GARSSON* Dickinson Wright PLLC Austin, TX

JOHN M. GOLDEN* The University of Texas School of Law Austin, TX

TIM GRAHAM IBM UK Ltd Winchester, United Kingdom

BERT A. GREENE* Duane Morris LLP Austin, TX

JOHN M. GUARAGNA* DLA Piper LLP US Austin, TX

KLAUS HAFT HOYNG ROKH MONEGIER Europe LLP Düsseldorf, Germany

DANIELLE JOY "DJ" HEALEY* Fish & Richardson P.C. Houston, TX

DAVID G. HENRY* Gray Reed & McGraw, P.C. Houston, TX

BRIANNA HINOJOSA-SMITH* Yum! Brands, Inc. Plano, TX

DAVID HRICIK Mercer University School of Law and Taylor English Duma LLP Macon and Atlanta, GA

HE JING GEN Law Beijing, China

HON. SEAN D. JORDAN U.S. District Court, Eastern District of Texas Plano, TX

IRENE KOSTURAKIS BMC Software, Inc. Houston, TX

KEVIN KUDLAC* Connor Kudlac Lee, PLLC Austin, TX

ANN LAFEIR* USAA San Antonio, TX

WILLIAM L. LAFUZE* McKool Smith Houston, TX

MARK A. LEMLEY* Stanford Law School and Durie Tangri LLP Stanford and San Francisco, CA

KAT LI McKool Smith Austin, TX

DAVID L. MCCOMBS* Haynes and Boone, LLP Dallas, TX

SCOTT A. MCKEOWN Ropes & Gray LLP Washington, DC

KEVIN J. MEEK* Baker Botts Austin, TX

DEAN M. MUNYON* Meyertons, Hood, Kivlin, Kowert & Goetzel, P.C. West Lake Hills, TX

ERIC L. NATINSKY* Quick Technologies Inc. Austin, TX

HON. MARYELLEN NOREIKA U.S. District Court, District of Delaware Wilmington, DE

DAVID W. O'BRIEN* Haynes and Boone, LLP Austin, TX

MATT OSTERHAUS Fletcher Yoder, P.C. Houston, TX

MARK E. PATRICK* Texas Instruments Incorporated Dallas, TX

ANTHONY E. PETERMAN* Dell Round Rock, TX

BRIAN PETERMAN* Silicon Labs Austin, TX

MICHAEL W. PIPER Conley Rose, PC Plano, TX

TERESA STANEK REA Crowell & Moring, LLP Washington, DC

GINA N. SHISHIMA Norton Rose Fulbright Austin, TX

OZZ SIDDIQ Lennox International Richardson, TX

GARLAND T. STEPHENS* Weil, Gotshal & Manges LLP Houston, TX

JANICE LE TA Baker Botts Austin, TX

ERIC S. TAUTFEST Gray Reed & McGraw, P.C. Dallas, TX

JOSÉ C. VILLARREAL* Perkins Coie LLP Austin, TX

KIM M. VO* Advanced Micro Devices, Inc. Austin, TX

SHIRLEY WEBSTER* Ocean Tomo, LLC Houston, TX

EMILY R. WHELAN Wilmer Hale Boston, MA

WILLIAM D. WIESE* DuBois, Bryant & Campbell, L.L.P. Austin, TX

DOUGLAS WILSON* Heim, Payne & Chorush, LLP Austin, TX

KEITH E. WITEK* Google, Inc. Mountain View, CA

JAMES D. WOODS* Economic Analytics Consulting, LLC Houston, TX

RICHARD L. WYNNE JR.* Thompson & Knight LLP Dallas, TX

MATTHEW S. YUNGWIRTH Duane Morris LLP Atlanta, GA

*Planning Committee member

phone 512.475.6700 ■ www.utcle.org/conferences/PT20/signup ■ fax 512.475.6876

Page 5: TH ANNUAL ADVANCED PATENT LAW INSTITUTE

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Printed and Shipped Course Binder – Available for order through Friday, November 6, 2020Please note that the printed binder will arrive 2–3 weeks after the scheduled webcast. Delivery to P.O. boxes is not permitted.

❑ Printed and Shipped Course Binder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $59.54 ($55*)

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POST-CONFERENCE PRODUCTS

eConference – For Texas and California MCLE CreditIncludes Electronic Course Binder Download (PDF) and program video/audio. Available 4-6 weeks after live event. Hours may vary depending on actual event runtime.

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Post-Course Binder – For Research and Self-Study Comprehensive binder with papers and slides, available for delivery 4–6 weeks after live event.

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❑ eLibrary 12-Month Subscription . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $319.34 ($295*)

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Page 6: TH ANNUAL ADVANCED PATENT LAW INSTITUTE

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25TH ANNUAL

ADVANCED PATENT LAW INSTITUTENovember 5–6, 2020 ■ Live Webcast

PT20

UT Law CLE is committed to Practice Excellence.We are here to support our community while we navigate the

coronavirus pandemic together. Information and updates

regarding our in-person conferences and live webcasts will be

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