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Management Forum

IP (Intellectual Property) Due Diligence & Freedom to Operate in Practice Training Course

This intensive one-day course will give you many insights into the best practice of organising and conducting an efficient and thorough IP due diligence project.

★★★★★ "Very interesting and inspiring course and very good speakers!"

23-24 September 2024
+ 4 December 2024 »

from £499

Need help?  Enrol or reserve

Course overview

A properly conducted due diligence search can lead to many opportunities for both buyers and sellers, including long-term relationships and new business synergies, and this intensive one-day course will give you invaluable insight into the best practice of organising and conducting an efficient and thorough IP due diligence project.

Attending this event will ensure that you know how to mitigate the risks involved and will give you practical advice on balancing internal resources and outside expertise to the best advantage. The programme will help you understand the vital aspects of an FTO analysis from a US and EU perspective.

You will also benefit from the experience of the expert faculty during the discussion session and get the solutions you need to your questions.

Key topics to be covered include:

  • Types of IP due diligence
    • Mergers and acquisitions
    • Sale of IP assets
    • Freedom to operate (FTO)
  • Best practices for organising an IP due diligence project
    • Developing comprehensive checklists
    • Aligning project scope with business goals
  • Parts of a due diligence evaluation
    • Evaluating the patent portfolio
    • Mitigating the risks
    • Communicating results
  • Focus on FTO projects
    • Best practices for when to do and how to do an FTO analysis
    • Validity and infringement analysis: US and European perspectives
    • US options for dealing with blocking patents
    • Dealing with FTO risks: never black and white

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

Benefits of attending

By attending this one-day intensive seminar, you will:

  • Gain practical advice from highly rated experts on how best to prepare for your due diligence and FTO projects
  • Learn to identify when due diligence and FTO projects are desirable and how to determine what the scope should be
  • Improve your understanding of the risks around ownership and learn how to minimise these risks
  • Communicate due diligence results effectively while protecting confidential and privileged information
  • Understand your obligations if the deal doesn’t go through
  • Be prepared for the FTO questions that will be raised by your client/company when they want to use new technology or expand existing technology
  • Understand which FTO questions you should ask to make the most of your time and budget
  • Discuss best practices for setting up and conducting a thorough analysis
  • Gain valuable insight into infringement and validity analysis in Europe and the US
  • Take away practical advice on leveraging the European and US systems to your advantage
  • Learn to evaluate, minimise and communicate risk effectively

Who should attend?

  • Patent attorneys
  • In-house lawyers
  • Business development executives/managers
  • IP and patent managers
  • Licensing executives
  • Trade mark attorneys

Enrol or reserve

The IP Due Diligence & Freedom to Operate in Practice course will cover:

Best practices for organising and conducting an IP due diligence project

  • Understanding the business goals
  • Practical issues regarding accessing information
  • Privilege and confidentiality issues
  • Developing a comprehensive due diligence checklist to determine project scope under different deal conditions and budgets
  • Awareness of relevant US IP issues frequently encountered
  • Potential pitfalls when involving company’s technical persons: a list of ‘do nots’

In-house perspectives on conducting IP due diligence and FTO projects

  • Role of IP – risk factor, nice to have or deal driver?
  • Coordination of the projects within various business units
  • Balancing internal resources with expertise of outside counsel
  • Impact of IP due diligence and FTO projects on IP awareness within the business units

Mitigating the identified risks

  • Real examples will be used to illustrate the types of risks that generally arise and how to restructure or end a deal having significant risks
    • How much risk is too much?
    • What if you are asked to make the deal happen even if the risk is high?
    • Can you mitigate that risk?

Communicating results and post-deal issues

  • Confidentiality obligations if the underlying deal does not go through
  • Handling negative information
  • Obligations that remain if the deal is successful
  • Practical aspects of file retention

Vital aspects of an FTO analysis – US perspective

  • Tactics for recognising the products and processes to be cleared
  • Timing and scope of the project
  • Defining the search – common pitfalls
  • Validity and infringement analysis – tactics for ‘triage’ on the FTO search results
    • US perspectives on relevant legal issues
  • Cost-effective approach for dealing with potentially problematic or ‘blocking’ patents
    • US perspectives on relevant legal issues

Vital aspects of an FTO analysis – EP perspective

  • Strategies for analysing whether EP infringement and validity issues in FTO context
  • Recognising the risks in different EP jurisdictions
  • EP options for dealing with competitor patents
  • Best practices for EP counsel and in-house teams

FTO from the perspective of a licensing company

  • Selection and prioritisation of technologies for FTO
  • Interaction of FTO and trade secrets

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Tim May
Finnegan LLP

Timothy May is a partner in the Washington, DC office of Finnegan LLP. He has over 20 years experience in the field of US patent law, with significant experience counselling clients on software patent matters. Tim currently manages the patent portfolios for several European clients in various software, medical device and electrical and mechanical technologies. He regularly speaks on software patent issues. Prior to joining the firm, he served as a Patent Examiner at the US Patent and Trademark Office, where he examined applications involving digital and software technologies. From 2006 to 2011, Tim was located in the firm’s European office and continues to work with many European clients.

More details

Tim Whitfield
Powell Gilbert LLP

Tim Whitfield is a partner with Powell Gilbert LLP. He advises clients in contentious IP matters across all IP rights with a strong focus on patent litigation and strategy, across a wide range of technologies, especially disputes having an international element in the pharmaceutical sector. He represents clients in cases before the English Courts and the European Patent Office. He has very extensive experience of advising clients on the co-ordination of international patent litigation strategy including in the pharmaceutical, medical devices and electronics fields. Tim also advises on related issues arising from international technology standards, patent pools and licensing, as well as pharmaceutical regulatory issues and SPCs. Tim also has experience of patent portfolio due diligence projects, contentious design right issues and trade mark infringement disputes.

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Andy Spurr
Ceres Power

Andy Spurr is a patent attorney at Canon Europe, specialising in software related inventions with a particular focus on video encoding and standard essential patents. Before joining Canon, Andy spent 8 years at a private practice IP firm where he worked with numerous software start-ups, advising on how to best leverage their IP to create commercial value.

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

23-24 September 2024

Live online

13:00-17:30 UK (London) (UTC+01)
14:00-18:30 Paris (UTC+02)
08:00-12:30 New York (UTC-04)
Course code 13889

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

Until 19 Aug

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Not ready to book yet?

for 7 days, no obligation

4 December 2024

Rembrandt Hotel

08:30-17:00 UK (London)
Course code 14082
Optional £200/€260/$300 per night

  • GBP 599 699
  • EUR 869 1,009
  • USD 993 1,149

Until 30 Oct

  • 1 day classroom-based training
  • Optional accommodation - 1 night including breakfast, checking in the day before the course
  • Meet presenters and fellow attendees in person
  • Lunch and refreshments provided
  • 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 IP Due Diligence & Freedom to Operate in Practice training course

Very interesting and inspiring course and very good speakers!

Sep 26 2022

Maria Alessandra Alisi

Sep 26 2022

Excellent training. The fact that several caselaw and practices were confronted (US, UK , EPO, DE) and also some speaker working in the industry, other working in IP firm. It was enriching to have those different point of view.

Marie Guilmard
Industrial Property & Trademarks Manager, AXENS

Dec 1 2021

it was a good mixture of different aspects of this rather complex issue

Paul Barbic
Treibacher Industrie AG

Nov 14 2019

All the speakers seemed well prepared and gave good presentations. Overall, this course was excellent in providing knowledge about different types of DD and FTO in the main jurisdictions and how to practically conduct such tasks. Very good speakers, updated and good course material.

Synnøve Flister
European Patent Attorney, Zacco Norway AS

Nov 14 2019

Excellent. I hoped to achieve a better understanding of the due diligence process and this was accomplished. I liked the smaller group size, which made it more interactive, and the expertise of the speakers.

Matt Kelly
Chief Innovation Officer, Perspectum Diagnostics

Jun 20 2019

The course was well organised and ambitious with high level and experienced speakers. I liked that the course covered different jurisdictions and that the speakers were able to refer to relevant real cases.

Jan Nilsson
Patent Attorney, Strom & Gulliksson

Sep 21 2018

The speakers were all good and clear. A well-prepared and well-delivered course.

Julian Potter
Partner - Patent Attorney, WP Thompson

United Kingdom

  • Boult Wade Tennant
  • Cambridge Display Technology Ltd
  • Deminor
  • Fieldfisher LLP
  • HGF Limited
  • Johnson & Johnson
  • Kilburn & Strode LLP
  • LifeArc
  • Nissan Motor Manufacturing (UK) Ltd
  • Owen Mumford Ltd
  • Oxentia Ltd.
  • Perspectum Diagnostics
  • PolyOne / ColorMatrix
  • Saint-Gobain
  • VividQ
  • Williams Powell
  • Withers & Rogers LLP
  • WP Thompson


  • COHAUSZ & FLORACK Patent- und Rechtsanwälte Partnerschaftsgesellschaft mbB
  • 7000 andrees Patentanwaltskanzlei
  • Cynora GmbH
  • European Patent Office
  • Henkel AG & Co. KGaA
  • isarpatent
  • Tesa SE


  • Angelini Pharma S.p.A.
  • Eni S.p.A.
  • Eni SpA
  • Hoffmann Eitle S.r.l.
  • Indena SpA


  • Awa Sweden AB
  • Bergenstråhle & Partners ​AB
  • Industripatent i Växjö AB
  • RenFuel AB
  • Spotify AB
  • Strom & Gulliksson


  • Geistlich Pharma AG
  • Idorsia Pharmaceuticals Ltd
  • Keller & Partner Patentanwälte AG
  • Omya International AG
  • Philip Morris


  • Nederlandsch Octrooibureau (NLO)
  • NLO
  • Nutricia Research B.V.
  • Schunk Xycarb Technology B.V.
  • TomTom International B.V.
  • V.O.


  • Arkema France SA
  • Cabinet Nony


  • Genmab A/S
  • VKR Holding A/S


  • Onsagers AS
  • Zacco Norway AS

United States of America

  • Donaldson Co., Inc.
  • Edwards Vacuum


  • Treibacher Industrie AG


  • Cresco Advocaten


  • Xellia


  • Raritex Trade

Czech Republic

  • University of West Bohemia


  • Laine IP Oy




  • CinnaGen


  • J&J

Saudi Arabia

  • Saudi food and drug authority


  • Scandinavian Health Limited

Enrol or reserve

Run IP Due Diligence & Freedom to Operate in Practice Live online/Classroom 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