Best Practices Executive Seminar Series
Available at your location...
Our courses are for anyone involved in the creation, maintenance, and protection of
intellectual property and assets. Concepts include the basics of patents, trade secrets,
trademarks, and copyright protection, as well as the process of achieving and maintaining
that protection during research and development, technology transfer, and
commercialization. IP
InSource instructors approach the subject matter in light of the
business aspects of generating and maintaining corporate value.
Gordon Smith, renowned
valuation professional
and Adjunct Professor at
the  Pierce Law Center,
defines the Business
Enterprise as Monetary
Assets + Tangible Assets +
Intangible Assets, with
intangible assets
comprising rights,
relationships, undefined
intangibles, and
intellectual property*. The
goal of IP asset
management best
practices is to create and
maintain the highest
possible value of an
entity's intellectual
property and the
intellectual assets
supporting it.

*Valuation of Intellectual
Property and Intangible
Assets, 3rd Ed., Wiley,
Gordon V. Smith, Russell L.
Parr, pg 15.
Current Offerings...
Managing Intellectual Property for Greater Corporate Value: Methods and
Techniques for Finding and Patching IP Exposure Points at Start-Up, On-Going, Re-
Organization, and Exit Stages
Approach and Objective: Your ideas, inventions, and processes may have the elements of a
great breakthrough. If you plan on commercializing them you need to know how to protect
the entire development process from exposure points that can diminish or negate the
value of your intellectual property. These points include but are not limited to questions of
who are the inventors and who owns the invention; affect of marriage dissolution and
status of personal estate of executive and technical IP owners during the corporate start-up
process; hiring and firing personnel; information disclosure/non-disclosure; trade
regulation compliance; accidental franchises; mergers, acquisitions, asset sale, and
bankruptcy; and proof of the invention process.

Geared toward entrepreneurs, inventors, innovators, managers, marketeers, and  
financiers, this course highlights the every day business and product development
scenarios during which the patentability and/or commercialization of ideas, know-how,
trade secrets, and inventions can be compromised. Using real-world case studies, this
seminar examines solutions for managing those exposure points. Attendees will be able
to identify potential exposure from pre-corporate R&D through corporate start-up re-
organization and exit strategies. This course gives attendees a leg-up in protecting their
invention and commercialization process, and the process of working with legal and
financial advisers to protect and expand the value of intellectual property assets.

Implementing Your IP Management and Commercialization Program
Approach and Objective: This course provides a framework for creating, implementing, and
monitoring an IP management program for the start-up or going-concern. Topics include  
processes and procedures for identifying, valuing, protecting, and commercializing
intellectual property, as well as the concerns of monitoring licensed-in and licensed-out IP.
Attendees should be able to use the suggestions and case studies outlined in this course
to set up a new or improve their current IP management program.
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IP-InSource LLC
IAM@ipinsource.com
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Your success is our success.