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Management Forum

The Patent Administrator Training Course

This course will give you a comprehensive introduction to the role of the patent administrator, including filing requirements in key jurisdictions

★★★★★ "I enjoyed the whole thing, I thought it was great [...] Very good, knowledgeable and clear"

7 August 2024
+ 21-22 November 2024, 4 February 2025, 19-20 June 2025, 13 October 2025 »

from £499

Need help?  Enrol or reserve

Course overview

This intensive one-day course will give you a comprehensive introduction to the role of the patent administrator. It is a highly complex area due to many different procedures across different patent offices. The programme will demystify these procedures and filing requirements in key jurisdictions, and will improve your knowledge and skills so you can work more efficiently and excel in your role.

Topics to be covered include:

  • Introduction to patents
  • Understanding filing procedures and systems
  • Electronic filing (including hands-on exercises and demonstrations)
  • Handling post-filing communications from national and international offices
  • Renewing your patents
  • Recording assignments and name changes
  • Overview of licences and royalties
  • Obtaining and using patent information

This course is part of our collection of IP & Patents Training Courses.

Benefits of attending

By attending this event, you will:

  • Gain an invaluable introduction to working with patents
  • Achieve a greater understanding of patent administration and where your role sits within the team
  • Improve your understanding of the filing requirements in key jurisdictions – what to do and when
  • Learn about electronic filing at the EPO via practical exercises and demonstrations
  • Understand how to calculate renewal payments – how to pay and when

A series of exercises throughout the day will give participants the opportunity to apply what they have learned in a practical context under the guidance of our expert trainer.

Delegates will receive course materials containing comprehensive documentation, which will be a valuable source of reference for the future.

Who should attend?

This seminar is designed especially for those new to the role, or with little experience of patent administration, and those looking for more training to extend their knowledge, including:

  • Patent administrators and assistants
  • Formalities administrators
  • Patent and IP coordinators
  • Other IP support staff

The event offers a valuable networking opportunity with others in similar roles from different organisations and countries.

Enrol or reserve

This course will cover:

Introduction to patents

  • Registered and unregistered rights
  • What is a patent?
  • Why apply for a patent?
  • How long will it last?

Organisation of the IP department

  • Composition of the team
  • Your role within the team
  • Differences between private practice and industry

Filing procedures and systems

  • International conventions
  • National patent systems
  • International patent systems
  • Stages of a patent application
  • Requirements for filing applications
    • Nationally
    • At the EPO
    • At WIPO
  • Electronic filing – epoline
  • Electronic filing demonstration – EPO CMS
  • Record keeping/working with your in-house system
  • Practical exercise

Post-filing communications

  • Due dates and deadlines
  • GB applications
  • European applications
  • Divisional applications
  • PCT applications
  • Euro-PCT applications
  • Calculation of dates
  • Practical exercise


  • How are renewal fees calculated?
  • When can you pay renewals?
  • How can you pay renewals?
  • Practical exercise

Supplementary Protection Certificates (SPCs)

  • What are SPCs?
  • When are SPCs applicable?
  • Brief overview of how SPCs work

Assignments and name changes

  • Why is an assignment required?
  • Recording an assignment
  • Recording a name change

Licences and royalties

  • What is a licence?
  • Why license your patents?

Patent information

  • Useful literature
  • Useful websites
  • Products and services of the EPO, UKIPO, WIPO

Enrol or reserve

JoAnna Emery
atai Life Sciences

JoAnna Emery, Head of Pure Ideas and Group Formalities at Pure Ideas Ltd, is an experienced intellectual property specialist with over two decades of transatlantic expertise in various roles within the IP industry. She has worked in various industries from US defence, water, financial and the FMCG sector. During her career she has gained knowledge in all areas of intellectual property law as well as gaining experience in corporate transactions and social media. Inspiring, training and managing teams, she is a seasoned speaker at international conferences. JoAnna is a certified legal assistant specialist in intellectual property in the US and a Fellow of the Institute of Paralegals in the UK.

More details

NEW higher discounts for multiple bookings - bring your colleagues to make your training budget go further:

  • 30% off the 2nd delegate*
  • 40% off the 3rd delegate*
  • 50% off the 4th delegate*

Please contact us for pricing if you are interested in booking 5 or more delegates

7 August 2024

Live online

09:30-17:00 UK (London) (UTC+01)
10:30-18:00 Paris (UTC+02)
04:30-12:00 New York (UTC-04)
Course code 13860

  • GBP 599
  • EUR 859
  • USD 979

View basket 

Not ready to book yet?

for 7 days, no obligation

21-22 November 2024

Live online

13:30-17:00 UK (London) (UTC+00)
14:30-18:00 Paris (UTC+01)
08:30-12:00 New York (UTC-05)
Course code 14029

  • GBP 499 599
  • EUR 719 859
  • USD 823 979

Until 17 Oct

View basket 

Not ready to book yet?

for 7 days, no obligation

4 February 2025

Live online

09:30-17:00 UK (London) (UTC+00)
10:30-18:00 Paris (UTC+01)
04:30-12:00 New York (UTC-05)
Course code 14511

  • GBP 499 599
  • EUR 719 859
  • USD 823 979

Until 31 Dec

View basket 

Not ready to book yet?

for 7 days, no obligation

19-20 June 2025

Live online

13:30-17:00 UK (London) (UTC+01)
14:30-18:00 Paris (UTC+02)
08:30-12:00 New York (UTC-04)
Course code 15084

  • GBP 499 599
  • EUR 719 859
  • USD 823 979

Until 15 May

View basket 

Not ready to book yet?

for 7 days, no obligation

13 October 2025

Live online

09:30-17:00 UK (London) (UTC+01)
10:30-18:00 Paris (UTC+02)
04:30-12:00 New York (UTC-04)
Course code 14682

  • GBP 499 599
  • EUR 719 859
  • USD 823 979

Until 08 Sep

View basket 

Not ready to book yet?

for 7 days, no obligation

* Early booking discounts may not be combined with other discounts or offers. As such, the discounts for 2nd/3rd/4th delegates are based on the full price; and apply only when booking multiple delegates on the same date.

Reviews of IPI's The Patent Administrator training course

Very good speaker. She was clear and gave a lively presentation. She answered to all question in a clear and concise way.

Aug 9 2023

Sandrine Marty

Aug 9 2023

My goal was to be introduced to the clerical side of patents and I feel that this webinar was very informative. JoAnna was very charismatic and knowledgeable.

Marin Rogers
Paralegal, Elmore Patent Law Group

Aug 9 2023

It was a good webinar with lots of useful information, with a great speaker who makes the information comes alive.

Brenda Engels
Trainee Formalities Officer, IPecunia Patents B.V.

Nov 24 2022

I enjoyed the whole thing, I thought it was great [...] Very good, knowledgeable and clear

Sue Dent
Legal assistant and IP paralegal, Infineum UK Ltd

Nov 24 2022

JoAnna did a great job presenting and kept us engaged throughout. The slides were informative and simple without overload of information [...] JoAnna did a fabulous job at running through the content and explaining it all. She was extremely knowledgeable [...] Even though I've worked in patents for a long time, I still learned something new.

Alix Evans
IP Paralegal, Infineum UK Ltd

May 13 2022

Friendly speaker. I enjoyed learning about SPCs, I did not have much knowledge of it beforehand.

Fadma Habib
Patent Paralegal Secretary, Murgitroyd & Company

May 13 2022

[Content and Presentation] were fantastic and I would recommend Joanna and this program to anyone looking to gain knowledge in patent administration.

Emily Rance
Patent Paralegal, Murgitroyd & Company Limited

Feb 25 2022

Really good.

Océane Marchal
Vesuvius Group SA

Feb 25 2022

Well presented webinar. Good content and knowledgeable speaker.

Lisa Bates
Office Manager, FRKelly

Nov 24 2021

It was very professional, the content being just right and not overwhelming for newbies to this field, like me. I enjoyed the presentation and JoAnna did a sterling job in presenting it.

Melane Wilke
Patent Administrator,

Nov 24 2021

An in depth introduction to EPO filing and and over view of patent filings by PCT...I really enjoyed that she was able to provide popular examples so that we could make sense of the concepts being shared

Lucero Ricord
Attorney, Estudio Benedetti

Jun 9 2021

Given my very poor experience in this topic, I actually did not know upfront what to expect. JoAnne immediately made me feel at ease, she is very friendly, very much experienced and really pleasant to listen to.

Jessica Vanderlinden
IP Assistant, KU Leuven Research & Development

Nov 19 2019

JoAnna was a very clear and knowledgeable speaker.

Jane Parkinson
Global Patent Co ordinator , Unilever PLC (UK Office)

Nov 19 2019

Being very new to IP law, I was hoping for a general overview of IP and JoAnna exceeded my expectations.

Line Sletten
IP coordinator, Guardian IP Consulting A/S

Nov 19 2019

Excellent and informative course.

Leigh Golding
Business Operations Manager, Cancer Research UK

Nov 19 2019

JoAnna was very clear and very knowledgeable.

Jane Parkinson
Global Patent Co ordinator , Unilever PLC (UK Office)

Nov 19 2019

I thought JoAnna was very knowledgeable and approachable and was able to answer a lot of questions. I thought overall it was a great and meaningful learning experience.

Nicole Kemp
Secretary, Hoffmann Eitle

Jun 7 2019

Presentation content was good. Delivery was excellent with all questions answered clearly – nice presentation style. The course showed me that I know more than I thought which is very positive!

Judith Adams
KE & Patent Administration, University of Dundee

Jun 7 2019

JoAnna is fab! She has such in depth knowledge but explains everything in such a great way that we all understood and followed what she was teaching. She allowed for lots of questions and I feel that we all felt very comfortable asking anything we needed to know.

Sarah Mason
Senior Patent Administrator, Mundipharma International Limited

Nov 19 2019

Jo made the training interesting – she didn't speak at the delegates but welcomed questions as we went along which broke the content up and made it more interesting.

Denise Hunt
Secretarial Manager, Hoffmann Eitle

Nov 19 2019

I wanted to get a good insight into the patent field in my role as a patent administrator and I really think that I achieved that. The speaker was excellent!

Emilie Tønnesen
Patent Administrator, COPA Copenhagen Patents

Nov 19 2019

A very knowledgeable speaker. It was very interesting to listen to JoAnna and I particularly liked the practical examples.

Anastassia Tokar
Trademark Paralegal, Etex Services

Nov 19 2019

JoAnna was very engaging and we felt at ease when asking questions.

Chinyere Lindsey
Contracts & Patents Associate, Cancer Research UK

Jun 7 2019

Content was good, very coordinated with what we learnt in the CIPA exam, and close to our work routine. Presentation was great, the slides and resources given out were descriptive and clear. The speaker, JoAnna, was very knowledgeable, approachable, and delivered the contents well.

Jessica Milton
Global Patent Coordinator, Unilever R&D

Jun 7 2019

JoAnna was great, she had excellent knowledge and was there to help with any questions anyone at the course had.

Megan Garraghan
Trainee Formalities Officer, Mathisen & Macara LLP

Jun 7 2019

I felt that the course embedded the learning gained from the CIPA course of last year and the presenter was great. Knowledgeable in her field and pitched it just right as the course had a mixture of delegates at different levels. I think everyone agreed that it was a well-run and a well-delivered course.

Jayne Sloane
Patent Administrator, Unilever R&D

United Kingdom

  • -
  • Acergy MS Ltd
  • Adamson Jones
  • ArjoHuntleigh
  • Ark Therapeutics Ltd
  • ARM Holdings Plc
  • ARM Ltd
  • AstraZeneca UK Ltd
  • BAE Systems PLC
  • Bookham Technology Plc
  • Bryers LLP
  • Cambridge Enterprise Limited
  • Cancer Research UK
  • Canon Europe Ltd
  • Caterpillar Inc
  • Celebrus Technologies PLC
  • ConocoPhillips
  • D Young & Co LLP
  • De La Rue Plc
  • Defence Intellectual Property Rights
  • Domantis Limited
  • DSTL
  • Dummett Copp LLP
  • EADS Astrium Ltd
  • Flat 5
  • Ford Motor Co Ltd
  • FRKelly
  • GE Healthcare Ltd
  • GE Healthcare UK Ltd
  • Hoffmann Eitle
  • Hoffmann Eitle & Partner
  • ICR
  • Infineum UK Ltd
  • Infineum UK Ltd.
  • Institute of Cancer Research
  • Johnson Matthey Public Limited Company
  • Kilburn & Strode
  • Kilburn & Strode LLP
  • Loughborough University
  • Mathisen & Macara
  • Mathisen & Macara LLP
  • McDermott Will & Emery UK LLP
  • Metaswitch Networks
  • Mundipharma International Limited
  • Mundipharma Research Ltd
  • Murgitroyd
  • Murgitroyd & Company
  • Murgitroyd & Company Limited
  • Napp Pharmaceutical Group Ltd
  • Norgine Ltd
  • Novartis Pharmaceuticals UK Ltd
  • Oxford Gene Technology IP Ltd
  • Oxford Photovoltaics Ltd
  • PLIVA Pharma Limited
  • Ploughshare
  • Powdermed Ltd
  • Queen Mary Innovation Ltd
  • Reckitt Benckiser Ltd
  • Rothamsted Research
  • Rouse Legal
  • RWS
  • RWS Group Ltd
  • Sagittarius Intellectual Property Consultants Ltd
  • Schlumberger Cambridge Research Limited
  • Schlumberger Cambridge Research Ltd
  • Schlumberger Oilfield UK Limited
  • Siemens PLC
  • Smith & Nephew UK Ltd
  • Sosei Heptares
  • St George's University of London
  • Stiltz Limited
  • Stratagem IPM
  • Stratagem IPM Limited
  • Syngenta
  • Texas Instruments Ltd
  • The Helping Hand Company
  • The Institute of Cancer Research
  • UCB Celltech Ltd
  • Unilever
  • Unilever PLC
  • Unilever PLC (UK Office)
  • Unilever R&D
  • Unipath Ltd
  • United Biscuits (UK) Ltd
  • University of Dundee
  • University of Sussex
  • Vectura Group plc
  • Vertex Pharmaceuticals Europe Ltd
  • Vodafone Group Services Ltd
  • Warwick Ventures
  • Wynne-Jones, Laine & James LLP


  • Astellas BV
  • DSM Intellectual Property B.V.
  • DSM IP & Licensing BV
  • DSM IP Assets B.V.
  • DSM IP Assets BV
  • Howrey LLP
  • IPecunia Patents B.V.
  • Koninklijke KPN N.V.
  • KPN
  • Leiden University Medical Center (LUMC)
  • Life Science Patents B.V.
  • NLO
  • Philips International B.V. - IP&S
  • Royal KPN N.V.
  • SKF B.V.
  • SKF BV
  • Unilever N.V.
  • V.O.


  • Business-Integrated Intellectual Property cvba
  • Cargill Europe BVBA
  • CropDesign NV
  • De Clercq & Partners
  • Etex Services
  • GlaxoSmithKline Vaccines
  • Huntsman (Europe) BVBA
  • KU Leuven Research & Development
  • Sofics BVBA
  • Umicore Research & Development
  • Universiteit Antwerpen
  • University of Gent
  • Valipat SA
  • Vesuvius Group SA


  • Actelion Pharmaceutical Ltd
  • ADT Services AG
  • Basilea Pharmaceutica international Ltd, Allschwil
  • Eaton Industries Manufacturing GmbH - EHQ
  • Givaudan SA
  • Novartis International AG
  • Omya International AG
  • Syngenta International AG

United States of America

  • Elmore Patent Law Group
  • Intel
  • IPara, LLC
  • Power integrations, Inc.
  • Rogers Corporation
  • Ropes & Gray LLP
  • Sapience Therapeutics Inc.
  • Vyaire Medical, Inc.


  • Budde Schou A/S
  • COPA Copenhagen Patents
  • Ferring Pharmaceuticals A/S
  • Guardian IP Consulting A/S
  • Rockwool A/S


  • Chiesi Farmaceutici SpA
  • Ms Tang Thuc Linh
  • Provvisionato & Co S.r.l.
  • Sealed Air SRL
  • Stevanato Group SPA


  • Alfa Laval Corporate AB
  • AstraZeneca AB
  • Groth & CO KB
  • Krahbichler Intellectual Property Advisors AB - KIPA AB
  • Valea AB


  • Amadeus S.A.S.
  • Guerbet
  • Sanofi Pasteur SA
  • Sanofi-Aventis Groupe


  • Nokia Technologies Oy
  • Orion Corporation Orion Pharma


  • James Hardie Technology Ltd
  • Tomkins & Co


  • FBME Bank Ltd


  • Ericsson GmbH



Korea, Republic Of

  • Umicore RBMK


  • Husky Injection Molding Systems SA


  • Estudio Benedetti


  • Polish Security Printing Works Inc.

Saudi Arabia

  • LFSH

United Arab Emirates

  • Funtech Loyalty Card Services L.L.C.

Enrol or reserve

Run The Patent Administrator Live online for your team

1 day

Typical duration

Pricing from:

  • GBP 450
  • Per attendee, based on 10 attendees
  • Course tailored to your requirements
  • At your choice of location, or online


We can customise this course to your requirements and deliver it on an in-house basis for any number of your staff or colleagues.

Contact our in-house training experts Aleksandra Beer and Yesim Nurko to discuss your requirements:

Multiple colleagues? See above for details of our discounts for 2, 3, or 4 delegates. For more, talk to one of our training experts to discuss how to:

Run this course conveniently and cost-effectively in-house for your staff and colleagues

Aleksandra Beer

Aleksandra BEER
Training expert

Yesim Nurko

Training expert

+44 (0)20 7749 4749