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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"

4 February 2025
+ 19-20 June 2025, 13 October 2025 »
from £599

Need help? Enrol/reserve

Format: Live online
CPD: 6 hours for your records
Certificate of completion

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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/reserve

This course will cover:

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

Renewals

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/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

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 599 699
EUR 839 979
USD 963 1,119

Until 31 Dec

1 day live online training
Browser-based, no download usually required
See presenters and interact with fellow attendees
Download documentation and certification of completion
Fair transfer and cancellation policy

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 599 699
EUR 839 979
USD 963 1,119

Until 15 May

2 sessions of live online training
Browser-based, no download usually required
See presenters and interact with fellow attendees
Download documentation and certification of completion
Fair transfer and cancellation policy

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 599 699
EUR 839 979
USD 963 1,119

Until 08 Sep

1 day live online training
Browser-based, no download usually required
See presenters and interact with fellow attendees
Download documentation and certification of completion
Fair transfer and cancellation policy

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 Switzerland
DEBIOPHARM INTERNATIONAL SA

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 United States of America
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 Netherlands
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 United Kingdom
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 United Kingdom
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 United Kingdom
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 United Kingdom
Patent Paralegal, Murgitroyd & Company Limited

Feb 25 2022

Really good.

Océane Marchal Belgium
Vesuvius Group SA

Feb 25 2022

Well presented webinar. Good content and knowledgeable speaker.

Lisa Bates United Kingdom
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 United Kingdom
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 Panama
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 Belgium
IP Assistant, KU Leuven Research & Development

Nov 19 2019

JoAnna was a very clear and knowledgeable speaker.

Jane Parkinson United Kingdom
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 Denmark
IP coordinator, Guardian IP Consulting A/S

Nov 19 2019

Excellent and informative course.

Leigh Golding United Kingdom
Business Operations Manager, Cancer Research UK

Nov 19 2019

JoAnna was very clear and very knowledgeable.

Jane Parkinson United Kingdom
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 United Kingdom
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 United Kingdom
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 United Kingdom
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 United Kingdom
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 Denmark
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 Belgium
Trademark Paralegal, Etex Services

Nov 19 2019

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

Chinyere Lindsey United Kingdom
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 United Kingdom
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 United Kingdom
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 United Kingdom
Patent Administrator, Unilever R&D

United Kingdom