Management Forum Logo

Presented by
Management Forum

Mastering Risk Management in the Patent Landscape - Freedom to Operate (FTO) Training Course

Get to grips with the fundamentals of patent risk analysis, understand the scope of a FTO search and the associated challenges.

21 June 2024
+ 25 October 2024, 31 January 2025 »

from £499

Need help?  Enrol or reserve

Course overview

Are you navigating the complex landscape of patent risk analysis and mitigation?

This comprehensive one-day course guides participants through the intricacies of patent risk analysis and mitigation, with a specific focus on Freedom to Operate (FTO) studies. The trainers elucidate the decision-making challenges associated with FTO studies by offering insights into when and how FTOs can be instrumental in analysing and mitigating patent risks.

The course covers assessing risk and recognising the need of conducting an FTO, to the step-by-step process of conducting an FTO, analysing the results of an FTO, assessing the risks associated with the results of an FTO, and defining the most effective risk mitigation strategies. 

Leveraging their extensive knowledge and industry experience, the expert trainers share practical tips and strategies, empowering attendees to utilise FTOs as efficient tools for risk mitigation.

 The course will focus on:

  • Choosing the optimal timing for conducting a risk assessment
  • Identifying data points to determine if an FTO is the appropriate risk analysis tool
  • Maximising safety by meaningfully assessing the risks associated to the results of an FTO
  • Exploring pros and cons of IP risk registers
  • Discussing possible risk mitigation strategies
  • Effectively managing the risk raising from Non-Practicing Entities (NPEs) using an FTO

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

Benefits of attending

By attending this comprehensive one-day event you will:

  • Gain insights on decision making around the efficaciousness of FTOs
  • Understand patent infringement risks in various jurisdictions
  • Learn ways of recording and organising FTO results for efficient decision-making
  • Obtain practical tips on patent risk mitigation
  • Hear how an FTO can be a strategic tool against NPEs
  • Work on a practical case and discuss the results with peers

During the course the expert trainers will propose a hands-on risk assessment prior and post an FTO. In particular, they will show their own decision-making flow-chart to assess if the investment in an FTO is justifiable or not, and a scorecard that enables ranking the results of an FTO search to prioritise efforts in the FTO analysis.

There will also be time during the day to ask your questions to the expert trainers.

Who should attend?

  • IP lawyers and patent attorneys
  • Heads of IP/Chief IP counsels
  • Patent managers/agents/engineers/researchers/trainees
  • IP risk and litigation managers
  • Patent analysts, R&D scientists and engineers


This course is also relevant to customer service and training representatives in the commercial information provider community who want to know more about what their customers do with patent data and for all those wanting to consolidate and enhance their skills in searching.

Enrol or reserve

The Mastering Risk Management in the Patent Landscape - Freedom to Operate (FTO) course will cover:

Introduction

Risk assessment

  • Why?
    • Example of patent infringement
  • When?
    • Waterfall model
    • Agile model
    • Product lifecycle

Risk assessment prior to an FTO: Part 1

  • FTO decision-making flowchart
  • Working example: introduction

Risk assessment prior to an FTO: Part 2

  • Working example: discussion of results

Freedom to operate: Part 1

  • What an FTO is not
    • Differences against other types of searches
  • Step-by-step process
    • Insourcing vs. outsourcing
    • FTO search
    • Search tools and their differences

Freedom to operate: Part 2

  • FTO analysis
  • Claims interpretation
  • Types of infringement
  • Claim charting

Risk assessment post an FTO

  • Third party aggressiveness scorecard
  • Working example: discussion of results

Risk recordal and reporting

  • Differences amongst various jurisdictions
    • China
    • Europe
    • USA
    • Other countries/regions
  • IP risk registers
    • Pros and cons

Countermeasures

  • Design-around
  • Observations
  • Opposition
  • Invalidation
  • License-in
  • Cross-licensing
  • Acquisition
  • Insurance

Preparing for NPEs

  • Analyse-React-Defend

Conclusions

  • Key takeaways

Enrol or reserve

Simone Frattasi
Mærsk

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

Dipan Banerjee
Maersk

Dipan Banerjee is an Indian Patent Attorney and an Electronics Engineer. He is currently serving as a Patent Attorney at MAERSK, which won the Gold Award for 'Best IP Department Nordics' by Leaders League in 2022 and 2023. Prior to this role, he was working as an IP Professional at Hewlett Packard Enterprise. He has also worked at law firms advising many multi-national corporations on matters related to Intellectual Property (IP) creation, enforcement, and management. In addition to his professional achievements, Dipan has been involved in delivering guest lectures at several Indian Universities, including his alma mater Indian Institute of Technology (IIT), Kharagpur, on topics related to IP and technology.

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

21 June 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 14413

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

Until 17 May

View basket 

 
Not ready to book yet?

for 7 days, no obligation

25 October 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 14414

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

Until 20 Sep

View basket 

 
Not ready to book yet?

for 7 days, no obligation

31 January 2025

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 14415

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

Until 27 Dec

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.

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

Yesim NURKO
Training expert

+44 (0)20 7749 4749

inhouse@ipi.academy