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Building and Managing a Patent Portfolio to Best Support your Business Training Course

A comprehensive one-day course that takes you through the IP commercialisation process to understand how to make the most of IP within your business.

26 September 2024
+ 4 December 2024 »

from £499

Need help?  Enrol or reserve

Course overview

This comprehensive one-day course will take you through the IP commercialisation process and explain how to maximise the IP in your business.

The expert trainers will explain how to meet the challenges of an extensive patent filing programme and how to manage the costs effectively, in order to achieve maximum coverage on minimum budget. 

This practical and intense one-day course will take you through preparing a patent portfolio for multinational litigation and managing a portfolio with a view to detecting infringement. Using their extensive knowledge and industry experience the trainers will provide you with strategies to exploit your portfolio, maximising it's full potential. 

Key topics included in this course include:

  • Working as a multinational team to file and prosecute patent application
  • Meeting the challenges of an extensive patent filing programme
  • Managing a cost-effective patent filing programme
  • Achieving maximum coverage on minimum budget
  • Preparing a patent portfolio for multinational litigation
  • Managing a patent portfolio with a view to detecting infringement
  • Strategies to exploit your patent portfolio
  • Maximising your patent portfolio

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

Benefits of attending

By attending this event you will:

  • Gain practical tips enabling you to build a successful patent portfolio
  • Understand the multinational aspects of developing and maintaining a patent portfolio
  • Gain an insight into how other businesses are addressing the issues and pressures facing them
  • Learn ways to maximise your growing portfolio
  • Hear top rated speakers outlining the issues and pressures facing industry today
  • Identify techniques to overcome the issues surrounding managing an existing portfolio

You will also have the opportunity to network with peers facing the same challenges as you in managing or advising on a patent portfolio.

Who should attend?

This course has been specially designed for:

  • In-house patent lawyers/agents
  • Private practice patent lawyers/agents
  • IP lawyers and legal advisors
  • Senior patent administrators and paralegals
  • Others responsible for managing a patent portfolio

Enrol or reserve

This course will cover:

What is a patent portfolio good for?

  • Patent protection - general aspects
  • Translating innovation into inventions
  • Translating inventions into patent applications
  • Creation of a patent portolio
  • Maintenance of a patent portfolio

Internal processes and governance

  • Budgeting
  • IP stagegate/agile models
  • Invention disclosure forms
  • Patent Committees (who has the authority?)
  • Inventors rewards and recognition programmes

Meeting the challenges of an extensive filing programme - Part 1

  • Managing the drafting process
  • Patent filing strategy
  • Selecting territorial coverage
  • Managing and understanding patent portfolio information
  • Coordinating prosecution of a patent family

Meeting the challenges of an extensive filing programme - Part 2

  • Growing a patent portfolio - generation of inventions
  • The transition from start-up to multinational
  • Outsourcing strategies - what to keep internal / what to externalize
  • Working effectively with patent agents and agents' selection
  • Monitoring patent agents' performance

Achieving maximum coverage on minimum budget

  • Matching patent filing with commercial strategy
  • Treatment of higher and lower priority cases
  • Keeping your patent portfolio fresh
  • External collaborations: How to split the patent rights?

Ensuring quality of a patent portfolio

  • Analysing for quality
  • Patent portfolio pruning
  • Communicating internally about patents

Preparing a patent portfolio for multinational litigation

  • Drafting patent applications with litigation considerations in mind
  • Identifying territories for your patent filing programme
  • Co-ordinating prosecution of patent families across jurisdictions
  • Liaison between prosecutor and litigator
  • The prospects of settlement

Managing a portfolio with a view to detecting infringement

  • Reviewing your patent portfolio
  • Watching your competitors
  • Infringement hunting

Strategies to exploit your portfolio - extracting value from your patent portfolio

  • Connections between patent portfolio management and value extraction
  • Processes for optimising value extraction, mapping, ranking systems, claim charting
  • Patent licensing and enforcement

Maximising your patent portfolio - when dreams and budgets collide

  • Key takeaways
  • Discussion and final questions

Enrol or reserve

Olivier Corticchiato
Intellectual Property Consulting

Olivier Corticchiato is an independent intellectual property consultant. He combines strong international experiences in leading IP teams for major global companies. He was until recently European Patent Attorney and Head of Centre of Competence – Patent Oppositions at Nestlé, and before that he was at Proctor & Gamble. His speciality areas include patent, IP, IP portfolio, design rights, EPC, European Patent Convention, contracts, confidentiality, oppositions, litigation, valuation, appeal, agreements, R&D, business development, litigation, IP M&A and IP due diligence.

His extensive experience in IP, R&D, consumer understanding and IP M&A, means Olivier is legitimate at operating in the inner circle of IP-Legal, and innovation/R&D, business/marketing.

He acquired the experience of people management in his various R&D and IP positions and attaches importance to shaping organizations to match the business objectives. Developing strategies, sharing and advising organizations in the field of R&D and intellectual property have become his fundamental direction.

He says: "Intellectual Property is not an island of obscure and boring legal rights - Intellectual Property rights are dynamic assets that companies must extract value from, primarily by securing competitive advantage over time".

More details

Simone Frattasi

Simone Frattasi is a European Patent Attorney and a Telecom Engineer with a Diploma in IP Business Administration from CEIPI/University of Strasbourg and a PhD in Wireless, Mobile Communications. He is currently serving as the Head of Global IP at MAERSK, which, under his lead, won the Gold Award for 'Best IP Department Nordics' by Leaders League in 2022 and 2023. Prior to this role, he was the Head of the Patent Department at Sony Mobile Communications in Sweden. His expertise also includes working as a Patent Attorney at two Danish IP consultancy firms. In addition to his professional achievements, Simone has been an entrepreneur, having co-founded and served as CTO and COO for two start-up companies. Notably, he has represented Sweden in the ISO standard 'Innovation Management System, Guidelines for IP Management'. Moreover, he is the main author of the book: 'Patent Portfolio Management: A Practical Guide' (Edward Elgar Publishing, 2023). He received the recognitions as Finance Monthly's IP Adviser of 2023 in Denmark, Managing IP's Top Twelve Europe's In-House IP Leaders of 2023, and Managing IP's Corporate IP Star in 2022 and 2023.


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

26 September 2024

Live online

09:00-17:30 UK (London) (UTC+01)
10:00-18:30 Paris (UTC+02)
04:00-12:30 New York (UTC-04)
Course code 14204

  • GBP 499 599
  • EUR 719 859
  • USD 814 970

Until 22 Aug

View basket 

Not ready to book yet?

for 7 days, no obligation

4 December 2024

Live online

09:00-17:30 UK (London) (UTC+00)
10:00-18:30 Paris (UTC+01)
04:00-12:30 New York (UTC-05)
Course code 14205

  • GBP 499 599
  • EUR 719 859
  • USD 814 970

Until 30 Oct

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.

United Kingdom

  • BO Exploration Operating Company Ltd
  • CPA Management Systems Limited
  • Delphi Diesel Systems Ltd
  • Exactmer Limited
  • Imperial College
  • Kilburn & Strode LLP
  • MMD GPHC Ltd
  • NEC Europe Ltd
  • Pilkington Group Limited
  • Qualcomm Europe Inc
  • Sharp Life Science (EU) Limited
  • Skype


  • NLO
  • Unimills BV


  • Solvay SA


  • RTX


  • Questel S.A.S.


  • CPA Deutschland GmbH


  • Laerdal Medical AS

Saudi Arabia

  • LFSH


  • Oficini Ponti, S.L.

United Arab Emirates

  • Funtech Loyalty Card Services L.L.C.

United States of America

  • Cellport Systems

Enrol or reserve

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