Presented by
Management Forum
Managing Information Flows in IP (Intellectual Property) Transactions: Trade Secrets Training Course
An in-depth look at how to protect your confidential information and trade secrets during IP transactions.
3 October 2024
+ 13 February 2025, 6 June 2025, 15 October 2025 »
from £499
- Format: Live online
- CPD: 6 hours for your records
- Certificate of completion
Course overview
This practical one-day course will enhance your knowledge of the principles and practice of information management in IP transactions, with a special focus on trade secrets.
Safeguarding trade secrets is essential for maintaining a company’s competitive edge, ensuring financial stability, fostering innovation and maintaining legal protection. They also play a crucial role in strategic positioning, maintaining customer trust, operational efficiency, and employee loyalty. Companies that prioritise the protection of their trade secrets will be better positioned to sustain long-term success in a competitive market.
This course looks at the criteria and principles of managing confidential information, know-how and trade secrets as part of an IP strategy. Trade secrets are a special type of confidential information that need to be managed carefully inside and outside the organisation to ensure your business gets the best commercial benefits from them.
Trade secrets may be commercial or technical in nature and should be treated with the utmost confidentiality to maintain their integrity. A trade secret is an intellectual asset and as such forms a very important part of any IP portfolio. Trade secrets are important to all businesses and may be particularly important for SMEs, start-ups, and early-stage companies.
The course is presented by the expert trainer in three main subject areas:
- Theory and background
- Management of information to secure trade secrets
- Trade secrets in inter-company negotiations
The course includes practical exercises to help embed the learning. There will also be plenty of time for you to ask the expert trainer your questions.
This course is part of our collection of IP & Patents Training Courses.
Benefits of attending
By attending this event you will:
- Gain a better understanding of the types of confidential information
- Get to grips with the role of trade secrets in an IP portfolio
- Learn to manage access to information in your organisation
- Understand the basics of the Trade Secrets Directives
- Consider how to use trade secrets for commercial purposes
Who should attend?
This course has been specially designed for all those working in the life-sciences sector, in technical industries, and other commercial innovation enterprises. It will be of particular use to:
- IP managers
- Patent research specialists
- R&D managers
- IP legal professionals
- Patent and trade mark attorneys
- Technology transfer specialists
- CTOs
- Information managers
This course will cover:
Theory and background
- Background and an overview of:
- Current trade secrets laws
- Directives and treaties in Europe and the USA
- How the legislation impacts business practices
- Trade secrets, know-how and patents as part of the IP portfolio
- The importance of timing
- When to disclose information
Practical exercise: How to recognise a trade secret
Management of information to secure trade secrets
- Trade secrets are only of value if they remain a secret
- Points to consider to guard trade secrets in-house:
- Who should have access to trade secrets?
- How to record trade secrets
- Review of tools available to manage trade secrets
- Recording, assessing and managing trade secrets as part of an innovation harvesting process in-house
Practical exercise: How to manage confidential information
Trade secrets in inter-company negotiations
- How to provide access to confidential information to third parties
- The importance of managing contractual agreements for international business discussions
- Should trade secrets ever be disclosed?
Practical exercise: How to manage access to confidential information
Jane List
Extract Information Limited
Jane List founded Extract Information Limited, Cambridgeshire, UK, in 2013. Extract Information provides legal and industry focussed patent searching and reporting, IP management support for small companies, and product development consultancy for the information industry. Jane previously worked in IP and information analyst roles at The Technology Partnership (TTP) plc, Xaar plc and the European Molecular Biology Laboratory. She also worked in the information industry where she held commercial, content, and product development roles at Lighthouse IP, ProQuest, and DataStar. Throughout her career she has provided training in the management, retrieval and analysis of scientific, technical, medical, commercial and patent information, most recently through CIIPM where she developed the course in IP and Commercialisation.
Jane has qualifications in Chemistry, Information Science, and IP Law, and was for ten years, until December 2023, Editor in Chief of World Patent Information (WPI)Journal. She remains on the Advisory Board of WPI, and she is also on the Board of CEPIUG.
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
3 October 2024
Live online
09:30-17:30 UK (London) (UTC+01)
10:30-18:30 Paris (UTC+02)
04:30-12:30 New York (UTC-04)
Course code 15285
- GBP 499 599
- EUR 719 859
- USD 823 979
Until 29 Aug
- 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
Not ready to book yet?
for 7 days, no obligation
13 February 2025
Live online
09:30-17:30 UK (London) (UTC+00)
10:30-18:30 Paris (UTC+01)
04:30-12:30 New York (UTC-05)
Course code 15286
- GBP 499 599
- EUR 719 859
- USD 823 979
Until 09 Jan
- 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
Not ready to book yet?
for 7 days, no obligation
6 June 2025
Live online
09:30-17:30 UK (London) (UTC+01)
10:30-18:30 Paris (UTC+02)
04:30-12:30 New York (UTC-04)
Course code 15287
- GBP 499 599
- EUR 719 859
- USD 823 979
Until 02 May
- 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
Not ready to book yet?
for 7 days, no obligation
15 October 2025
Live online
09:30-17:30 UK (London) (UTC+01)
10:30-18:30 Paris (UTC+02)
04:30-12:30 New York (UTC-04)
Course code 15289
- GBP 499 599
- EUR 719 859
- USD 823 979
Until 10 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
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.
