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Trademark Administrators Conference
© 2010 INTA. All rights reserved.
Trademark Administrators Conference
Final Program October 3 – 5, 2010 Gaylord National Resort and Convention CenterNational Harbor, Maryland, USA
Trademark Administrators Conference
Trademark Administrators
+ Attendee List
Gaylord National Resort and Convention Center National Harbor, Maryland, USA
1 www.inta.org
Trademark Administrators Conference
© 2010 INTA. All rights reserved.
Table of Contents Overview Program Agenda Exhibitors Sponsors Project Team Attendee List
Trademark Administrators Conference
Table of Contents
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Trademark Administrators Conference
© 2010 INTA. All rights reserved.
Overview
It’s time to invest in your trademark career. The variety of educational sessions providing you with comprehensive, practical and timely information on issues critical to your professional success and the ofor Trademark Administrators but also for Why this program? Conveniently located at the Gaylord National Resort & Convention Center, thethe best return on your investment. Minimizing your time out of the office to two days, programming begins on Sunday and ends on Tuesday afternoon, thus allowing you time to fly home and be back at your desk on Wednesday morning. S
• Annual Review of U.S. TTAB developments• BRIC country law updates • Best practices for handling • Electronic discovery • Trademark issues surrounding • Global acquisitions and divestitures• Budget strategies for international • Trademark office procedures • Infringement in the virtual w• Professional development s
The Conference also offers the opportunity to earn CLE credits, network with your peers during interactive sessions, lunch and evening receptions, engage with clients and colleagues face to face, and find solutions to your toughest trademark problems in the Exhibition H
Trademark Administrators Conference
It’s time to invest in your trademark career. The Trademark Administrators Conference variety of educational sessions providing you with comprehensive, practical and timely information on issues critical to your professional success and the organization you represent. This program is not only
also for Young Practitioners, Associate Attorneys and Marketers.
Conveniently located at the Gaylord National Resort & Convention Center, the Conferencethe best return on your investment. Minimizing your time out of the office to two days, programming begins on Sunday and ends on Tuesday afternoon, thus allowing you time to fly home and be back at
Some of the topics that will be covered at the Conference
Annual Review of U.S. TTAB developments
andling global projects
urrounding new TLDs nd divestitures nternational brand owners
rocedures world strategies
also offers the opportunity to earn CLE credits, network with your peers during interactive sessions, lunch and evening receptions, engage with clients and colleagues face to face, and find solutions to your toughest trademark problems in the Exhibition Hall.
3 www.inta.org
offers a wide variety of educational sessions providing you with comprehensive, practical and timely information on
rganization you represent. This program is not only s and Marketers.
Conference offers you the best return on your investment. Minimizing your time out of the office to two days, programming begins on Sunday and ends on Tuesday afternoon, thus allowing you time to fly home and be back at
of the topics that will be covered at the Conference include:
also offers the opportunity to earn CLE credits, network with your peers during interactive sessions, lunch and evening receptions, engage with clients and colleagues face to face, and
Trademark Administrators Conference
© 2010 INTA. All rights reserved.
Program
Agenda Sunday, October 3 1:00 p.m. Registration Open 2:00 p.m. – 2:15 p.m. Welcome and Introductions Co Rhonda Hetman Debra Hughes, 2:15 p.m. – 2:45 p.m. Keynote
This year we are honored to have Sharon Barner, Deputy Under Secretary of Commerce for Intellectual Property and Deputy Director of the United States Patent and Trademark Office (USPTO), join us as ourperspective from Ms. Barner as she discusses the USPTO’s strategic plans and current initiatives to partner with international trademark offices around the world. ModeratorDebra HughesAmerican R
2:45 p.m. – 4:00 p.m. Annual Review of TTAB Developments
GainTrial and Appeal Board (TTAB) as reported in Vol. 100, No. 1 of Trademark Reporter
Moderator Auma Reggy Arnall Golden Gregory, LLP
Trademark Administrators Conference
Registration Open
Welcome and Introductions
Co-Chairs Rhonda Hetman, Circle R Trademark Services Corp. (United States)Debra Hughes, American Red Cross (United States)
Keynote
This year we are honored to have Sharon Barner, Deputy Under Secretary of Commerce for Intellectual Property and Deputy Director of the United States Patent and Trademark Office (USPTO), join us as our keynote speaker. Attendees will hear a unique and global perspective from Ms. Barner as she discusses the USPTO’s strategic plans and current initiatives to partner with international trademark offices around the world.
Moderator Debra Hughes American Red Cross (United States)
Annual Review of TTAB Developments
Gain a concise analysis of recent major decisions from the Trademark Trial and Appeal Board (TTAB) as reported in Vol. 100, No. 1 of Trademark Reporter®.
Moderator Auma Reggy
rnall Golden Gregory, LLP (United States)
4 www.inta.org
Circle R Trademark Services Corp. (United States)
This year we are honored to have Sharon Barner, Deputy Under Secretary of Commerce for Intellectual Property and Deputy Director of the United States Patent and Trademark Office (USPTO), join us as
keynote speaker. Attendees will hear a unique and global perspective from Ms. Barner as she discusses the USPTO’s strategic plans and current initiatives to partner with international trademark
a concise analysis of recent major decisions from the Trademark Trial and Appeal Board (TTAB) as reported in Vol. 100, No. 1 of The
Trademark Administrators Conference
© 2010 INTA. All rights reserved.
Sunday, October 3 (continued)
Speaker Jordan Weinstein
Oblon, Spivak, McClelland, Maier & Neustadt, LLP (United States)
4:00 p.m. – 5:15 p.m. CELEBRITY ENDORSEMENTS
Right of Publicity and the Intersection of Trademark Law Experts discuss the concepts of celebrity and image rights and explain what role the trademark administrator plays in searching and investigating when celebrity endorsements come into play. Speakerswill examine celebrity merchandising and endorsement, particularly as they relate to right of publicity and the concept of public domain. Topics
• • • • •
Moderator Eduardo Kleinberg Basham, Ringe Speaker Uleses Henderson The Eclipse Group LLP (United States)
Ronald CrawfordNovagraaf Nederland B.V.(Netherlands)
5:15 p.m. – 7:15 p.m. Welcome Reception Exhibition Hall Open
Trademark Administrators Conference
(continued)
Speaker Jordan Weinstein Oblon, Spivak, McClelland, Maier & Neustadt, LLP (United States)
ELEBRITY ENDORSEMENTS ight of Publicity and the Intersection of Trademark Law
Experts discuss the concepts of celebrity and image rights and explain what role the trademark administrator plays in searching and investigating when celebrity endorsements come into play. Speakerswill examine celebrity merchandising and endorsement, particularly as they relate to right of publicity and the concept of public domain.
Topics include:
Impact of public domain on celebrity rights What is the right of publicity? Who holds the right of publicity and what does it entitle? Is the right of publicity a trademark or a copyright matter? How do you determine a fair licensing scheme when a right of
publicity is involved?
Moderator Eduardo Kleinberg Basham, Ringe y Correa S.C. (Mexico)
Speaker Uleses Henderson The Eclipse Group LLP (United States)
Ronald Crawford Novagraaf Nederland B.V.(Netherlands)
Welcome Reception Exhibition Hall Open
5 www.inta.org
Oblon, Spivak, McClelland, Maier & Neustadt, LLP (United States)
ight of Publicity and the Intersection of Trademark Law
Experts discuss the concepts of celebrity and image rights and explain what role the trademark administrator plays in searching and investigating when celebrity endorsements come into play. Speakers will examine celebrity merchandising and endorsement, particularly as they relate to right of publicity and the concept of public domain.
Who holds the right of publicity and what does it entitle? Is the right of publicity a trademark or a copyright matter? How do you determine a fair licensing scheme when a right of
Trademark Administrators Conference
© 2010 INTA. All rights reserved.
Monday, October 4 8:00 a.m. – 9:00 a.m. Breakfast
Registration Exhibition Hall Open
9:00 a.m. – 9:15 a.m. Opening Remarks Co Debra Hughes American Red Cross (United States) Rhonda Hetman
Circle R Trademark Services 9:15 a.m. – 10:30 a.m. Concurrent Sessions
Select A or B Concurrent Session A BRIDGING THE GAPCompliance, Legal and Marketing Explore the relationships between the compliance, legal and marketing departmentsrealbridging the communication and conceptual gaps that may inhibit progress from idea to the marketplace. Topics include:
•
• • • • • •
ModeratorDe Ann FreitagDel Monte Foods (United States) SpeakersLauren World Wrestling Entertainment, Inc. (United States) Rebecca GibbsAmerican Eagle Outfitters (United States)
Trademark Administrators Conference
Breakfast in Exhibition Hall Registration Open Exhibition Hall Open
Opening Remarks
Co-Chairs Debra Hughes American Red Cross (United States)
Rhonda Hetman Circle R Trademark Services Corp. (United States)
Concurrent Sessions
Select A or B
Concurrent Session A
BRIDGING THE GAP Compliance, Legal and Marketing
xplore the relationships between the compliance, legal and marketing departments and learn how these groups can peacefully coreal-life examples of proven strategies that can be implemented, bridging the communication and conceptual gaps that may inhibit progress from idea to the marketplace.
Topics include:
Review of promotional materials, packaging and point of sale displays
Proper use of marks and symbols Copyrights vs. trademarks Copyright statements and notations Trade dress and design rights Trade secrets and patent issues Issue spotting – knowing when to raise the proper flags
Moderator De Ann Freitag Del Monte Foods (United States)
Speakers Lauren A. Dienes-Middlen World Wrestling Entertainment, Inc. (United States)
Rebecca Gibbs American Eagle Outfitters (United States)
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xplore the relationships between the compliance, legal and marketing learn how these groups can peacefully co-exist. Hear
life examples of proven strategies that can be implemented, bridging the communication and conceptual gaps that may inhibit
tional materials, packaging and point of sale
he proper flags
Trademark Administrators Conference
© 2010 INTA. All rights reserved.
Monday, October 4 (continued) Concurrent Session B
SEARCH REVIEW Gainadministrator in reviewing search reports, digesting the results and opinions of outside counsel, and spotting potential problems. Learn how much has to b Topics include:
• • • • • •
ModeratorCatherine GoeMayback & Hoffman, SpeakersDavid A. BellHaynes & Boone, LLP (United States) Max MillicanDell Inc. (United States)
10:30 a.m. – 11:00 a.m. Refreshment Break Exhibition Hall Open 11:00 a.m. – 12:15 p.m. Concurrent Select A Concurrent Session A
COUNTRY UPDATESLearn about the latest emerging issues in BRIC countries:
• • • •
Trademark Administrators Conference
Monday, October 4 (continued)
Concurrent Session B
SEARCH REVIEW
Gain practical tips and guidelines for the experienced trademark administrator in reviewing search reports, digesting the results and opinions of outside counsel, and spotting potential problems. Learn how much has to be done in order to constitute adequate due diligence.
Topics include:
Search firms and resources Domain names Internet searching Investigations Reporting any potential problems Resolving possible conflicts
Moderator Catherine Goe Mayback & Hoffman, P.A. (United States)
Speakers David A. Bell Haynes & Boone, LLP (United States)
Max Millican Dell Inc. (United States)
Refreshment Break Exhibition Hall Open
Concurrent Sessions
Select A or B
Concurrent Session A
COUNTRY UPDATES Learn about the latest emerging issues in BRIC countries:
Brazil Russia India China
7 www.inta.org
practical tips and guidelines for the experienced trademark administrator in reviewing search reports, digesting the results and opinions of outside counsel, and spotting potential problems. Learn
e done in order to constitute adequate due diligence.
Learn about the latest emerging issues in BRIC countries:
Trademark Administrators Conference
© 2010 INTA. All rights reserved.
Monday, October 4 (continued) ModeratorEduardo Kleinberg Basham, Ringe y Correa S.C. (Mexico) SpeakersMona A. Lee DW Partners (South Korea) Renata Pereira Carneiro Soerensen Garcia Advogados Concurrent Session B ELECTRONIC DISCOVERY Delve deep into one aspect ofinformation exists in the electronicdiscoverable data, plus how and where to search, collect and catalog it. Find out the tools necessary to effectively communicate with clients, particularly in regard to the importance of preservation of electronic data. Topic
• • • • • • • •
ModeratorElizabeth Gouthro Fasken Martineau DuMoulin LLP (Canada) SpeakersHeidi Belongia Foley Rachel K. ZimmermanMerchant & Gould
Trademark Administrators Conference
Monday, October 4 (continued)
Moderator Eduardo Kleinberg Basham, Ringe y Correa S.C. (Mexico)
Speakers Mona A. Lee DW Partners (South Korea)
Renata Pereira Carneiro Soerensen Garcia Advogados Associados (Brazil)
Concurrent Session B
ELECTRONIC DISCOVERY
Delve deep into one aspect of discovery by focusing on what information exists in the electronic and virtual realms. Identify discoverable data, plus how and where to search, collect and catalog it. Find out the tools necessary to effectively communicate with clients, particularly in regard to the importance of preservation of electronic data.
Topics include:
Methods of gathering data Handy checklist of items to collect Document retention policies Laws surrounding what you must maintain and how Procedures for cataloging and identifying for submission Searching for data Use of virtual world media sites Record holds
Moderator Elizabeth Gouthro Fasken Martineau DuMoulin LLP (Canada)
Speakers Heidi Belongia Foley & Lardner LLP (United States)
Rachel K. Zimmerman Merchant & Gould P.C. (United States)
8 www.inta.org
discovery by focusing on what and virtual realms. Identify
discoverable data, plus how and where to search, collect and catalog it. Find out the tools necessary to effectively communicate with clients, particularly in regard to the importance of preservation of electronic
Laws surrounding what you must maintain and how Procedures for cataloging and identifying for submission
Trademark Administrators Conference
© 2010 INTA. All rights reserved.
Monday, October 4 (continued) 12:15 p.m. – 1:30 p.m. Luncheon USPTO Representatives Answer Your Top Ten Questions!
SpeakersBrian BrownUnited States Patent and Trademark Office (United States) Cynthia GreenbaumUnited States Patent and Trademark Toni Y. HickeyUnited States Patent and Trademark Office (United States)
1:30 p.m. – 2:45 p.m. Concurrent Sessions Select A or B Concurrent Session A
OPPORTUNITIES A Practical Discussion Some view the upcoming launch of new generic top level domains (gTLDs) by ICANN (Internet Corporation for Assigned Names and Numbers) as an exciting and unique branding opportunity. For others, ICANN’s processes and plans for new gTLDsbrand owners who want to pursue ownership of a new gTLD, or protect their brand from misappropriation or fraud in this new domain name real estate. This session will provide information from a panel of experts that have closely rto discuss ICANN’s processes and procedures. The distinguished panel will discuss the implications for brand owners related to the launch of new gTLDs and practical suggestions for creating a
•
• • •
Trademark Administrators Conference
October 4 (continued)
Luncheon USPTO Representatives Answer Your Top Ten Questions!
Speakers Brian Brown United States Patent and Trademark Office (United States)
Cynthia Greenbaum United States Patent and Trademark Office (United States)
Toni Y. Hickey United States Patent and Trademark Office (United States)
Concurrent Sessions
Select A or B
Concurrent Session A
OPPORTUNITIES AND HEADACHES A Practical Discussion About the Launch of New gTLDs
Some view the upcoming launch of new generic top level domains (gTLDs) by ICANN (Internet Corporation for Assigned Names and Numbers) as an exciting and unique branding opportunity. For others, ICANN’s processes and plans for new gTLDs present challenges for brand owners who want to pursue ownership of a new gTLD, or protect their brand from misappropriation or fraud in this new domain name real estate.
This session will provide information from a panel of experts that have closely reviewed and analyzed these issues and are uniquely qualified to discuss ICANN’s processes and procedures.
The distinguished panel will discuss the implications for brand owners related to the launch of new gTLDs and practical suggestions for creating a new gTLD strategy, including:
How the introduction of new gTLDs may impact how consumers use the Internet
The process and costs of applying for new gTLDs Challenging the introduction of a new gTLD Mechanisms available for protecting your trademarks from
gTLD
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USPTO Representatives Answer Your Top Ten Questions!
United States Patent and Trademark Office (United States)
Office (United States)
United States Patent and Trademark Office (United States)
Launch of New gTLDs
Some view the upcoming launch of new generic top level domains (gTLDs) by ICANN (Internet Corporation for Assigned Names and Numbers) as an exciting and unique branding opportunity. For others,
present challenges for brand owners who want to pursue ownership of a new gTLD, or protect their brand from misappropriation or fraud in this new domain name
This session will provide information from a panel of experts that have eviewed and analyzed these issues and are uniquely qualified
The distinguished panel will discuss the implications for brand owners related to the launch of new gTLDs and practical suggestions for
How the introduction of new gTLDs may impact how consumers
r trademarks from use in a
Trademark Administrators Conference
© 2010 INTA. All rights reserved.
Monday, October 4 (continued)
ModeratorDebra Hughes Co SpeakersDebra J. MonkeState Farm Mutual Automobile Insurance Company (United States)
Amber Sterling Association of American Medical Fabricio VayraTime Warner Mary WongUniversity of New Hampshire School of Law
Concurrent Session B GLOBAL ACQUISITIONS AND DIVESTITURESBu
Learn best practices, how to avoid pitfalls, and hear some horror stories about due diligence, document drafting, document recordalsportfolio transfers in global trademark transactions.
Topics include:
ModeratorCatherine GoeMayback & Hoffman, P.A. SpeakersVirginia SmithExxon Mobil Corporation (United States) Dinisa Hardley FolmarThe Coca
2:45 p.m. – 3:30 p.m. Refreshment Break Exhibition Hall Open
Trademark Administrators Conference
Monday, October 4 (continued)
Moderator Debra Hughes Co-Chair, American Red Cross (United States)
Speakers Debra J. Monke State Farm Mutual Automobile Insurance Company (United States)
Amber Sterling Association of American Medical Colleges (United States)
Fabricio Vayra Time Warner Inc. (United States)
Mary Wong University of New Hampshire School of Law (United States)
Concurrent Session B
GLOBAL ACQUISITIONS AND DIVESTITURESBuyer’s Market or Seller’s Market
Learn best practices, how to avoid pitfalls, and hear some horror stories about due diligence, document drafting, document recordalsportfolio transfers in global trademark transactions.
Topics include:
• Ins and outs of due diligence in preparation for divestitures• Strategies for global acquisitions • Acquiring and incorporating a trademark portfolio• Licenses associated with acquisitions and divestitures• Domain name issues
Moderator Catherine Goe Mayback & Hoffman, P.A. (United States)
Speakers Virginia Smith Exxon Mobil Corporation (United States)
Dinisa Hardley Folmar The Coca-Cola Company (United States)
Refreshment Break Exhibition Hall Open
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State Farm Mutual Automobile Insurance Company (United States)
Colleges (United States)
(United States)
GLOBAL ACQUISITIONS AND DIVESTITURES
Learn best practices, how to avoid pitfalls, and hear some horror stories about due diligence, document drafting, document recordals and
in preparation for divestitures
Acquiring and incorporating a trademark portfolio Licenses associated with acquisitions and divestitures
Trademark Administrators Conference
© 2010 INTA. All rights reserved.
Monday, October 4 (continued)
3:30 p.m. – 4:45 p.m. Concurrent Sessions Select A or B Concurrent Session A
BUDGET STRATEGIES FOR BRAND OWNERS Getting the Best Value for Your Company’s IP Budget Hear strategies for brand owners constrained by reduced budgets. Experts share practical advice on manconservatism.trademark budget, determining what should not be sacrificed due to budget constraints, managing reduction of inpartnering with associates a• • • • • • ModeratorSheila Rouse (United States) SpeakersRichard FriedmanPfizer Inc. (United States) Mary DeLongisCoty Inc. (United States)
Concurrent Session B
PROFESSIONAL DEVELOPMENT STRATEGIES Law firms and corporations depend on their administrator staffand monitor legal expenses. There is pressure to be a subject matter expert without crossing either legal or ethical lines. Trademark administrators must have training and education to keep up with work demands. Choosing and developing good staff Take a glimpse into the minds of senior partners and trademark department managers to find out what they look for in a senior administrator.
Trademark Administrators Conference
Monday, October 4 (continued)
Concurrent Sessions
Select A or B
Concurrent Session A BUDGET STRATEGIES FOR BRAND OWNERS Getting the Best Value for Your Company’s IP Budget
Hear strategies for brand owners constrained by reduced budgets. Experts share practical advice on managing costs in an age of fiscal conservatism. Hear strategies for deciding how to best spend a trademark budget, determining what should not be sacrificed due to budget constraints, managing reduction of in-house resources, and partnering with associates around the world to manage your costs Strategic searching and filing Relying on rights based on use Famous brands and their scope of protection Enforcement strategies Portfolio maintenance Efficient staffing and use of outside counsel
Moderator Sheila Francis Rouse (United States)
peakers Richard Friedman Pfizer Inc. (United States)
Mary DeLongis Coty Inc. (United States)
Concurrent Session B
PROFESSIONAL DEVELOPMENT STRATEGIES
Law firms and corporations depend on their administrator staffand monitor legal expenses. There is pressure to be a subject matter expert without crossing either legal or ethical lines. Trademark administrators must have training and education to keep up with work demands. Choosing and developing good staff is essential to success.Take a glimpse into the minds of senior partners and trademark department managers to find out what they look for in a senior administrator.
11 www.inta.org
BUDGET STRATEGIES FOR BRAND OWNERS Getting the Best Value for Your Company’s IP Budget
Hear strategies for brand owners constrained by reduced budgets. aging costs in an age of fiscal
Hear strategies for deciding how to best spend a trademark budget, determining what should not be sacrificed due to
house resources, and round the world to manage your costs
PROFESSIONAL DEVELOPMENT STRATEGIES
Law firms and corporations depend on their administrator staff to curb and monitor legal expenses. There is pressure to be a subject matter expert without crossing either legal or ethical lines. Trademark administrators must have training and education to keep up with work
is essential to success. Take a glimpse into the minds of senior partners and trademark department managers to find out what they look for in a senior
Trademark Administrators Conference
© 2010 INTA. All rights reserved.
Topics include:
• • • • •
ModeratorBrian J. MorganMarks & Clerk (United Kingdom) SpeakersBrian J. MorganMarks & Jody H. DrakeSughrue Mion, PLLC (United States)
4:45 p.m. Summary of the Day and Preview of Tuesday Co Rhonda Hetman, Debra Hughes, 5:00 p.m. – 6:30 p.m. Reception Exhibition Hall Open
Trademark Administrators Conference
Topics include:
Basic training: Where should you start to get ahead? Developing a training program Essential skills: Corporate or law firm, is there a difference? What makes an excellent paralegal? Advancing in your profession
Moderator Brian J. Morgan Marks & Clerk (United Kingdom)
Speakers Brian J. Morgan Marks & Clerk (United Kingdom)
Jody H. Drake Sughrue Mion, PLLC (United States)
Summary of the Day and Preview of Tuesday
Co-Chairs Rhonda Hetman, Circle R Trademark Service Corp. (United States)Debra Hughes, American Red Cross (United States)
Reception Exhibition Hall Open
12 www.inta.org
Basic training: Where should you start to get ahead?
Essential skills: Corporate or law firm, is there a difference?
Circle R Trademark Service Corp. (United States)
Trademark Administrators Conference
© 2010 INTA. All rights reserved.
Tuesday, October 5 8:00 a.m. – 9:00 a.m. Breakfast
Registration Exhibition Hall Open 9:00 a.m. – 9:15 a.m. Opening Remarks Co Rhonda Hetman, Debra Hughes, 9:15 a.m. – 10:30 a.m. U.S. Trademark Office Procedures
Focus on upinformation and tips to make your life easier when dealing with the USPTO. Get advice on the best methods to draft responses to substantive refusals and how to amend an application. Learn which types of evidence are persuasive in overcoming diffregister. Topics include:
•
•
• • •
ModeratorDe Ann FreitagDel Monte Foods (United States) SpeakerStacey JohnsonVeriSign, Inc. (United States) Michael S. LevyUnited States Patent and Trademark Office (United States)
10:30 a.m. – 11:00 a.m. Refreshment Break 11:00 a.m. – 12:00 p.m. Ethics
Discusscorporation and that arise in everyday practice. affect a client’s IP rights, such as a missed priority date, as well as issues that impact a client’s bottom line
Trademark Administrators Conference
Breakfast Registration Open Exhibition Hall Open
Opening Remarks
Co-Chairs Rhonda Hetman, Circle R Trademark Service Corp. (United States)Debra Hughes, American Red Cross (United States)
U.S. Trademark Office Procedures Focus on up-to-the-minute issues with the USPTO. Receiveinformation and tips to make your life easier when dealing with the USPTO. Get advice on the best methods to draft responses to substantive refusals and how to amend an application. Learn which types of evidence are persuasive in overcoming difficult refusals to register.
Topics include:
Details on obtaining a trademark registration: the steps from beginning to end
Smooth sailing vs. the rough road, including office actions and oppositions
Principal vs. supplemental registrations Specimens and websites, goods vs. services Consistency review by the USPTO
Moderator De Ann Freitag Del Monte Foods (United States)
Speakers Stacey Johnson VeriSign, Inc. (United States)
Michael S. Levy United States Patent and Trademark Office (United States)
Refreshment Break
Ethics
Discuss what happens behind closed doors of the law firm or corporation and gain practical advice for dealing with sticky situations that arise in everyday practice. Focus will be on issues that potentially affect a client’s IP rights, such as a missed priority date, as well as issues that impact a client’s bottom line, such as inappropriate billing
13 www.inta.org
Circle R Trademark Service Corp. (United States)
Receive practical information and tips to make your life easier when dealing with the USPTO. Get advice on the best methods to draft responses to substantive refusals and how to amend an application. Learn which
icult refusals to
the steps from
Smooth sailing vs. the rough road, including office actions and
United States Patent and Trademark Office (United States)
what happens behind closed doors of the law firm or practical advice for dealing with sticky situations
on issues that potentially affect a client’s IP rights, such as a missed priority date, as well as
such as inappropriate billing
Trademark Administrators Conference
© 2010 INTA. All rights reserved.
Tuesday, October 5 (continued) practices. Do the Codes of Ethics of associationsAssociation for Legal Paralegal Associations (NFPA) and the American Bar Association (ABA) provide the tools for a trademark administrator to address these issues? Topics include:
• • • • •
ModeratorElizabeth GouthroFasken Martineau DuMoulin LLP (Canada) SpeakerPeter DernbachWinkler Partners (Taiwan) Debra DuguidSchick
12:00 p.m. – 1:15 p.m. Infringement in the Virtual World
The newest frontier for brand owners is the virtual world and social media, such as Second LifeWhat are brand owners’ infringement?address the use of company brands by employees and tvirtual spaces. Topics include:
• • • •
• •
•
Trademark Administrators Conference
(continued)
practices. Do the Codes of Ethics of associations, such as the National Association for Legal Assistants (NALA), National Federation of Paralegal Associations (NFPA) and the American Bar Association (ABA) provide the tools for a trademark administrator to address these issues?
Topics include:
Unauthorized practice of law Fraud Cover-ups Conflicts of interest Client confidentiality
Moderator Elizabeth Gouthro Fasken Martineau DuMoulin LLP (Canada)
Speakers Peter Dernbach Winkler Partners (Taiwan)
Debra Duguid Schick-Wilkinson Sword Trademark Group (United States)
Infringement in the Virtual World
The newest frontier for brand owners is the virtual world and social media, such as Second Life®, Facebook®, Twitter® and MySpaceWhat are brand owners’ potential legal rights with regard to trademark infringement? Learn how to develop internal corporate policies to address the use of company brands by employees and tvirtual spaces.
Topics include:
Developing a company presence in Web 2.0 Trademark issues in Second Life® and other virtual worlds The importance of monitoring trademark use in the virtual world Developing corporate and enforcement policies for brand use by
employees and third parties Creating mark holder relationships with social media sites Understanding the terms of use of each of the major social
networking sites Recent developments in policy and technology
14 www.inta.org
such as the National Assistants (NALA), National Federation of
Paralegal Associations (NFPA) and the American Bar Association (ABA) provide the tools for a trademark administrator to address these
(United States)
The newest frontier for brand owners is the virtual world and social and MySpace®.
potential legal rights with regard to trademark how to develop internal corporate policies to
address the use of company brands by employees and third parties in
and other virtual worlds The importance of monitoring trademark use in the virtual world Developing corporate and enforcement policies for brand use by
h social media sites nderstanding the terms of use of each of the major social
Trademark Administrators Conference
© 2010 INTA. All rights reserved.
Tuesday, October 5 (continued)
ModeratorAuma ReggyArnall Golden Gregory, LLP (United States) SpeakersBrian J. WinterfeldtSteptoe & Johnson LLP (United States)
Stacey KingRichemont International Limited (United Kingdom)
1:15 p.m. Adjournment
Co Rhonda Hetman, Debra Hughes,
Trademark Administrators Conference
(continued)
Moderator Auma Reggy Arnall Golden Gregory, LLP (United States)
Speakers Brian J. Winterfeldt Steptoe & Johnson LLP (United States)
Stacey King Richemont International Limited (United Kingdom)
Adjournment
Co-Chairs Rhonda Hetman, Circle R Trademark Service Corp. (United States)Debra Hughes, American Red Cross (United States)
15 www.inta.org
Circle R Trademark Service Corp. (United States)
Trademark Administrators Conference
© 2010 INTA. All rights reserved.
PLATINUM SPONSOR
Trademark Research Services CT Corsearch, a Wolters Kluwer business, provides innovative solutions for trademark professionals that combine the highest quality data, completeness in the industry.expands its global coverage while continuing a tradition of innovations for the trademark industry. In 2010, A2 Beyond desktop application introduces exceptional power, speed and flexibility!booth #5 to see the latest in search review with the ability to work with or without an internet connection, the latest in Domain Registration and Management, and Web Monitoring, along with worldwide screening boasting the most trademark databases in the industry and watching services that offer unique filtering options to reduce junk records. Website: www.ctcorsearch.com
Trademark Administrators Conference
PLATINUM SPONSOR
Trademark Research Services
CT Corsearch, a Wolters Kluwer business, provides innovative solutions for trademark professionals that combine the highest quality data, reliability, and completeness in the industry. With its recent acquisition of Edital, Corsearch expands its global coverage while continuing a tradition of innovations for the
In 2010, A2 Beyond – the industry’s first web-enabled top application introduces exceptional power, speed and flexibility!
booth #5 to see the latest in search review with the ability to work with or without an internet connection, the latest in Domain Registration and Management, and
along with worldwide screening boasting the most trademark databases in the industry and watching services that offer unique filtering options
www.ctcorsearch.com / www.edital.com
16 www.inta.org
CT Corsearch, a Wolters Kluwer business, provides innovative solutions for reliability, and
With its recent acquisition of Edital, Corsearch expands its global coverage while continuing a tradition of innovations for the
enabled top application introduces exceptional power, speed and flexibility! Stop by
booth #5 to see the latest in search review with the ability to work with or without an internet connection, the latest in Domain Registration and Management, and
along with worldwide screening boasting the most trademark databases in the industry and watching services that offer unique filtering options
Trademark Administrators Conference
© 2010 INTA. All rights reserved.
GOLD SPONSORS
Tote Bag Sponsorship
At Ladas & Parry LLP, protecting our client’s intellectual property is not only our main focus but it is our only focus and has been so for nearly 100 years in the Our attorneys’ extensive experience is broad ranging from patents, trademarks, and copyright / entertainment law, to litigation, licensing, franchising, and other legal areas dealing with technology. Our patent, trademark and doclients with unparalleled support.organization protect its brands on the Internet through its Digital Brands practice and the top rated domain name registrar Ladas Domains: the world's only domain registrar and domain portfolio management company affiliated with an intellectual property law firm. This combination of experience and dedication to service is why many of the world's major corporations are counted amongst Ladas & Parry's clients. www.ladasdomains.com
Note Pad & Pen Sponsor
Rouse is a leading international Intellectual Property (IP) consultancy, providing the full range of IP services to many of the world’s leading IP owners. Since it began in the UK in 1990, the business has focused solely on IP. It currently has 16 offices in nine countries around the world and is regularly ranked among the leading IP practices in the various jurisdictions in whoperates. Its client list, which includes many of the world’s major IP owners, has been described as ‘legendary’. Its IP professionals come from a wide range of disciplines & backgrounds, including lawyers, patent and trade mark attorneys, IP reseatechnical skills with practical ‘onenthusiasm for its clients businesses.
Trademark Administrators Conference
At Ladas & Parry LLP, protecting our client’s intellectual property is not only our main focus but it is our only focus and has been so for nearly 100 years in the United States and abroad.Our attorneys’ extensive experience is broad ranging from patents, trademarks, and copyright / entertainment law, to litigation, licensing, franchising, and other legal areas dealing with technology. Our patent, trademark and domain watch and maintenance services provide our clients with unparalleled support. Ladas & Parry is also uniquely qualified to help your organization protect its brands on the Internet through its Digital Brands practice and the top
strar Ladas Domains: the world's only domain registrar and domain portfolio management company affiliated with an intellectual property law firm. This combination of experience and dedication to service is why many of the world's major
nted amongst Ladas & Parry's clients.
Rouse is a leading international Intellectual Property (IP) consultancy, providing the full range the world’s leading IP owners. Since it began in the UK in 1990, the
business has focused solely on IP. It currently has 16 offices in nine countries around the world and is regularly ranked among the leading IP practices in the various jurisdictions in whoperates. Its client list, which includes many of the world’s major IP owners, has been
Its IP professionals come from a wide range of disciplines & backgrounds, including lawyers, patent and trade mark attorneys, IP researchers and investigators. They combine specialist technical skills with practical ‘on-the-ground’ know-how, a commercial approach and enthusiasm for its clients businesses. www.iprights.com
17 www.inta.org
At Ladas & Parry LLP, protecting our client’s intellectual property is not only our main focus United States and abroad.
Our attorneys’ extensive experience is broad ranging from patents, trademarks, and copyright / entertainment law, to litigation, licensing, franchising, and other legal areas dealing with
main watch and maintenance services provide our Ladas & Parry is also uniquely qualified to help your
organization protect its brands on the Internet through its Digital Brands practice and the top strar Ladas Domains: the world's only domain registrar and domain
portfolio management company affiliated with an intellectual property law firm. This combination of experience and dedication to service is why many of the world's major
Rouse is a leading international Intellectual Property (IP) consultancy, providing the full range the world’s leading IP owners. Since it began in the UK in 1990, the
business has focused solely on IP. It currently has 16 offices in nine countries around the world and is regularly ranked among the leading IP practices in the various jurisdictions in which it operates. Its client list, which includes many of the world’s major IP owners, has been
Its IP professionals come from a wide range of disciplines & backgrounds, including lawyers, rchers and investigators. They combine specialist
how, a commercial approach and
Trademark Administrators Conference
© 2010 INTA. All rights reserved.
GOLD SPONSORS
Opening Cocktail Reception Sponsorship
The Treadstone Group, Inc. provides comprehensive and actionable intelligence enabling clients to clear, cancel, oppose, defend, or acquire trademarks; and to recover or acquire domain names. Because The Treadstone Groacquisition of trademarks and domain names, we are renowned for our rigorous selection of investigators and researchers who are the most knowledgeable and proficient in establishing the facts surrounding intended or actual use, and anonymously acquiring rights. www.treadstone.biz
Monday Night Cocktail Reception Sponsorship
IP Management software
With a proven Return on Investment, Patrix provides the Patriciaprofessionals like you who want to reduce costs, minimize risk, improve profitability & increase productivity.
Patricia® is an enterprise wide solution which provides you with swift and secure access to your case data and automatic tracking of IP lifecycles, including laws/regulations, standard forms, time and cost registration, invoicing, customizable reports, document creation, document management and powerful batch processing functionality.
Created by IP professionals for IP profemanagement system uniquely deliveredyours!
Website: www.patrix.com
Trademark Administrators Conference
Cocktail Reception Sponsorship
he Treadstone Group, Inc. provides comprehensive and actionable intelligence enabling clients to clear, cancel, oppose, defend, or acquire trademarks; and to recover or acquire domain names. Because The Treadstone Group, Inc. focuses only on the investigation and acquisition of trademarks and domain names, we are renowned for our rigorous selection of investigators and researchers who are the most knowledgeable and proficient in establishing the
ded or actual use, and anonymously acquiring rights.
Monday Night Cocktail Reception Sponsorship
With a proven Return on Investment, Patrix provides the Patricia® IP management software to professionals like you who want to reduce costs, minimize risk, improve profitability &
is an enterprise wide solution which provides you with swift and secure access to racking of IP lifecycles, including laws/regulations, standard
forms, time and cost registration, invoicing, customizable reports, document creation, document management and powerful batch processing functionality.
Created by IP professionals for IP professionals Patricia® is a fully customizable IP management system uniquely delivered on both Windows and web platforms – the choice is
18 www.inta.org
he Treadstone Group, Inc. provides comprehensive and actionable intelligence enabling clients to clear, cancel, oppose, defend, or acquire trademarks; and to recover or acquire
up, Inc. focuses only on the investigation and acquisition of trademarks and domain names, we are renowned for our rigorous selection of investigators and researchers who are the most knowledgeable and proficient in establishing the
management software to professionals like you who want to reduce costs, minimize risk, improve profitability &
is an enterprise wide solution which provides you with swift and secure access to racking of IP lifecycles, including laws/regulations, standard
forms, time and cost registration, invoicing, customizable reports, document creation,
is a fully customizable IP the choice is
Trademark Administrators Conference
© 2010 INTA. All rights reserved.
BRONZE SPONSORS Lanyard Sponsor
Intellectual Property & Technology Law, Barristers & Solicitors, Patent & TradeAgents Smart & Biggar/Fetherstonhaugh is Canada’s largest firm practising exclusively in intellectual property and technology law. Since our inception over a century ago, we have been dedicated to one purpose – providing the highest quality advice on intellectual propermatters to leaders in industry and research. We believe that our focus enables us to help our clients develop and commercialize the full potential of their most important business assets. To learn more, please contact any of our four offiwww.smart-biggar.ca/
Marketing Piece Insertion Sponsorship
TM.Biz helps protect trademarks on the top 500 online social media networks.the most relevant social networks based on traffic and popularity rankings.traditional lifecycle of a trademark to social media by offering screening searches, inreports, watches and the ability to reserve usernames on the top 500 social Access to TM.Biz is restricted to trademark professionals. Sign up for an account at http://www.tm.biz Introduced at the Annual INTA meeting in Boston, TM.Biz is a service of EnCirca, a domain name registrar trusted by thousands of trademark owners since 2001.
.
Trademark Administrators Conference
Intellectual Property & Technology Law, Barristers & Solicitors, Patent & Trade
Biggar/Fetherstonhaugh is Canada’s largest firm practising exclusively in intellectual property and technology law. Since our inception over a century ago, we have been dedicated
providing the highest quality advice on intellectual property and technology matters to leaders in industry and research. We believe that our focus enables us to help our clients develop and commercialize the full potential of their most important business assets. To learn more, please contact any of our four offices across Canada or visit us online
Marketing Piece Insertion Sponsorship
TM.Biz helps protect trademarks on the top 500 online social media networks. We focus on relevant social networks based on traffic and popularity rankings. TM.Biz extends the
traditional lifecycle of a trademark to social media by offering screening searches, inreports, watches and the ability to reserve usernames on the top 500 social networks.
Access to TM.Biz is restricted to trademark professionals. Sign up for an account at
Introduced at the Annual INTA meeting in Boston, TM.Biz is a service of EnCirca, a domain registrar trusted by thousands of trademark owners since 2001.
19 www.inta.org
Intellectual Property & Technology Law, Barristers & Solicitors, Patent & Trade-mark
Biggar/Fetherstonhaugh is Canada’s largest firm practising exclusively in intellectual property and technology law. Since our inception over a century ago, we have been dedicated
ty and technology matters to leaders in industry and research. We believe that our focus enables us to help our clients develop and commercialize the full potential of their most important business assets. To
visit us online at
We focus on TM.Biz extends the
traditional lifecycle of a trademark to social media by offering screening searches, in-use networks.
Access to TM.Biz is restricted to trademark professionals. Sign up for an account at
Introduced at the Annual INTA meeting in Boston, TM.Biz is a service of EnCirca, a domain
Trademark Administrators Conference
© 2010 INTA. All rights reserved.
Exhibitors
Booth # Exhibitor 6 CheckMark Network15 Computer Packages Inc.1 Corporation Service Company7 CPA Global 5 CT Corsearch12 Dennemeyer & Co., LLC3 Intellectual Property Online Ltd4 Kessler International14 Key-Systems USA, Inc.8 Marksmen 11 National Trademark Investigations2 Patrix 10 Thomson CompuMark9 TM Secure 13 The Treadstone Group, Inc.
Trademark Administrators Conference
CheckMark Network Computer Packages Inc. Corporation Service Company
CT Corsearch / Edital Dennemeyer & Co., LLC Intellectual Property Online Ltd Kessler International
Systems USA, Inc.
National Trademark Investigations
CompuMark
The Treadstone Group, Inc.
20 www.inta.org
Trademark Administrators Conference
© 2010 INTA. All rights reserved.
EXHIBITORS CheckMark Network Booth #: 6
CheckMark Network provides a variety of brand protection services and workflow tools for the trademark professional. Our integrated watching tools allow you to view your Domain Name, Internet Content, Trademark and Patent watcOur workflow products allow you to more effectively manage your international network of local counsel, providing for online price quotations, forms, ordering and retrieval of information from our online interface. Stop by for a free demo. Website: www.checkmarknetwork.com Computer Packages Inc. Booth #: 15
Profile: Serving the Intellectual Property Community Since 1968
Computer Packages Inc. has over 41 years experience in designing and customizing solutions for the IP community. Our systems include unlimited local support throughout tand Europe. Unique to CPI is our cost reduction annuity service with paperless annuity management. New to CPI is our Real Time Patent System, which redupatent management by downloading electronic patent office data attached directly to your patent system. Another unique CPI Service is our Patent Data Audit Service, essential for acquisitions and divestitures. Website: www.computerpackages.com Corporation Service CompanyBooth #: 1 Profile: Trademark, Domain Management and Brand Monitoring Services Corporation Service Company provides legal and financial services for many of the world’s largest companies, law firms, and and costs for clients by providing corporate identity protection, corporate governance and compliance, litigation and matter management, and deal and transaction support services. CSC is the only trusted partner that can help you navigate and balance the challenges associated with doing everything from screening and clearing new brands to monitoring and enforcing against infringement with just one call. Website: www.cscprotectsbrands.com
Trademark Administrators Conference
CheckMark Network provides a variety of brand protection services and workflow tools for the trademark professional. Our integrated watching tools allow you to view your Domain Name, Internet Content, Trademark and Patent watching notices through the same online interface. Our workflow products allow you to more effectively manage your international network of local counsel, providing for online price quotations, forms, ordering and retrieval of
rface. Stop by for a free demo.
www.checkmarknetwork.com
: Serving the Intellectual Property Community Since 1968
Computer Packages Inc. has over 41 years experience in designing and customizing solutions for the IP community. Our systems include unlimited local support throughout t
is our cost reduction annuity service with paperless annuity management. New to CPI is our Real Time Patent System, which reduces risks and improves patent management by downloading electronic patent office data attached directly to your
Another unique CPI Service is our Patent Data Audit Service, essential for
puterpackages.com
Corporation Service Company
Trademark, Domain Management and Brand Monitoring Services
Corporation Service Company provides legal and financial services for many of the world’s largest companies, law firms, and financial institutions. Founded in 1899, CSC reduces risks and costs for clients by providing corporate identity protection, corporate governance and compliance, litigation and matter management, and deal and transaction support services. CSC
rusted partner that can help you navigate and balance the challenges associated with doing everything from screening and clearing new brands to monitoring and enforcing against
www.cscprotectsbrands.com
21 www.inta.org
CheckMark Network provides a variety of brand protection services and workflow tools for the trademark professional. Our integrated watching tools allow you to view your Domain Name,
hing notices through the same online interface. Our workflow products allow you to more effectively manage your international network of local counsel, providing for online price quotations, forms, ordering and retrieval of
Computer Packages Inc. has over 41 years experience in designing and customizing software solutions for the IP community. Our systems include unlimited local support throughout the US
is our cost reduction annuity service with paperless annuity ces risks and improves
patent management by downloading electronic patent office data attached directly to your Another unique CPI Service is our Patent Data Audit Service, essential for
Corporation Service Company provides legal and financial services for many of the world’s financial institutions. Founded in 1899, CSC reduces risks
and costs for clients by providing corporate identity protection, corporate governance and compliance, litigation and matter management, and deal and transaction support services. CSC
rusted partner that can help you navigate and balance the challenges associated with doing everything from screening and clearing new brands to monitoring and enforcing against
Trademark Administrators Conference
© 2010 INTA. All rights reserved.
CPA North America Booth #: 7 Profile: Intellectual property management and outsourced legal support services With clients in over 100 countries, CPA Global is a leading provider of outsourced legal support services and the world's top intellectual propertyin 1969, CPA Global provides lifecycle management services for intellectual property such as patent, design and trademark searching, watching, renewals, and portfolio strategy. CPA Global is also a leader in the growing market for outsourced contract management and litigation support services, helping law firms and corporations to realize value by managing risk, cost and capacity. CPA Global employs more than 1,200 people in 16 offices in eight countries. For further information, please visit www.cpaglobal.com. Website: www.cpaglobal.com CT Corsearch/ Edital Booth #: 5 Profile: Trademark Research Services CT Corsearch, a Wolters Kluwerprofessionals that combine the highest quality data, reliability, and completeness in the industry. With its recent acquisition of Edital, Corsearch expands its global coverage while continuing a tradition of innovations for the trademark industry.industry’s first web-enabled desktop application introduces exceptional power, speed and flexibility! Stop by booth #5 to see the latest in search review with the ability to work wwithout an internet connection, the latest in Domain Registration and Management, and Web Monitoring, along with worldwide screening boasting the most trademark databases in the industry and watching services that offer unique filtering options to r Website: www.ctcorsearch.com Dennemeyer & Co. Booth #: 12
Profile: Global Full Service IP Management
For more than 45 years DennemeyerIP management, and has established itself as the premier resource for comprehensive intellectual asset services.
With an extensive network of local agents and associates, Dennemeyer provides unefficiency and unmatched cost-effectiveness.and Patent Portfolio Services, our IP Consulting services, and our temporary staffing services.
Trademark Administrators Conference
Intellectual property management and outsourced legal support services
With clients in over 100 countries, CPA Global is a leading provider of outsourced legal support services and the world's top intellectual property (IP) management specialist. Founded in 1969, CPA Global provides lifecycle management services for intellectual property such as patent, design and trademark searching, watching, renewals, and portfolio strategy. CPA Global
market for outsourced contract management and litigation support services, helping law firms and corporations to realize value by managing risk, cost and capacity. CPA Global employs more than 1,200 people in 16 offices in eight countries. For
ormation, please visit www.cpaglobal.com.
Trademark Research Services
CT Corsearch, a Wolters Kluwer business, provides innovative solutions for trademark professionals that combine the highest quality data, reliability, and completeness in the
With its recent acquisition of Edital, Corsearch expands its global coverage while ition of innovations for the trademark industry. In 2010, A2 Beyond
enabled desktop application introduces exceptional power, speed and Stop by booth #5 to see the latest in search review with the ability to work w
without an internet connection, the latest in Domain Registration and Management, and Web Monitoring, along with worldwide screening boasting the most trademark databases in the industry and watching services that offer unique filtering options to reduce junk records.
/ www.edital.com
Global Full Service IP Management
For more than 45 years Dennemeyer has been the industry’s first choice for full-IP management, and has established itself as the premier resource for comprehensive
With an extensive network of local agents and associates, Dennemeyer provides uneffectiveness. You’ll benefit from our high-quality Trademark
and Patent Portfolio Services, our IP Consulting services, and our temporary staffing services.
22 www.inta.org
Intellectual property management and outsourced legal support services
With clients in over 100 countries, CPA Global is a leading provider of outsourced legal (IP) management specialist. Founded
in 1969, CPA Global provides lifecycle management services for intellectual property such as patent, design and trademark searching, watching, renewals, and portfolio strategy. CPA Global
market for outsourced contract management and litigation support services, helping law firms and corporations to realize value by managing risk, cost and capacity. CPA Global employs more than 1,200 people in 16 offices in eight countries. For
business, provides innovative solutions for trademark professionals that combine the highest quality data, reliability, and completeness in the
With its recent acquisition of Edital, Corsearch expands its global coverage while In 2010, A2 Beyond – the
enabled desktop application introduces exceptional power, speed and Stop by booth #5 to see the latest in search review with the ability to work with or
without an internet connection, the latest in Domain Registration and Management, and Web Monitoring, along with worldwide screening boasting the most trademark databases in the
educe junk records.
-service, global IP management, and has established itself as the premier resource for comprehensive
With an extensive network of local agents and associates, Dennemeyer provides unparalleled quality Trademark
and Patent Portfolio Services, our IP Consulting services, and our temporary staffing services.
Trademark Administrators Conference
© 2010 INTA. All rights reserved.
Dennemeyer also offers industrycombines the advantages of clienthigh-performing system that can also be customized by the user.
Website: www.dennemeyer.com
Intellectual Property Online LtdBooth #: 3 Profile: Trademark Management, Docketing & Searching Software Intellectual Property Online will exhibitand searching system with modules for trademark recoassignments, searches, patents, registered designs, customs registration and case management.WebTMS includes wizards for workflow automation, report generator, Word merge, integrated attached documents and data downonline without any investment in hardware or software, or install it on your own servers. Website: www.ippo.com
Kessler International Booth #: 4 Profile: Premier Global Investigative Firm Specializing in Brand Protection Kessler International is the premier global investigative firm with over 20 years experience specializing in intellectual property investigations and acquisitions. Kessler focuses on assiFortune 500 companies, intellectual property law firms, and brand owners worldwide. Our diversified staff of professionals is experienced in conducting trademark intrademark acquisitions, domain name acquisitions, patent and copyaudits, anti-counterfeiting and antiKessler International implements proven intellectual property protection programs to provide its clients with precise, accurate and complbecause there is a difference.® Website: www.investigation.com Profile: Domain Name Administration, Brand Monitoring and TLD Services Company Description: Key-Systems USA, is a wholly owned subsidiary of ICANN accredited registrar Key-Systems GmbH. Key
Key-Systems USA, Inc. Booth #: 14
Trademark Administrators Conference
Dennemeyer also offers industry-leading software solutions. Our newest software, DIAMS iQ, combines the advantages of client-server and web-based systems to provide an ease of use,
performing system that can also be customized by the user.
com
ntellectual Property Online Ltd
: Trademark Management, Docketing & Searching Software
Intellectual Property Online will exhibit WebTMS. A browser based management, docketing and searching system with modules for trademark records, domain names, contracts, disputes, assignments, searches, patents, registered designs, customs registration and case management.
includes wizards for workflow automation, report generator, Word merge, integrated attached documents and data downloads from 25 Patent Office sites. Use the hosted system online without any investment in hardware or software, or install it on your own servers.
Premier Global Investigative Firm Specializing in Brand Protection
Kessler International is the premier global investigative firm with over 20 years experience specializing in intellectual property investigations and acquisitions. Kessler focuses on assiFortune 500 companies, intellectual property law firms, and brand owners worldwide. Our diversified staff of professionals is experienced in conducting trademark in-use investigations, trademark acquisitions, domain name acquisitions, patent and copyright investigations, brand
counterfeiting and anti-diversion programs, and Internet monitoring programs. Kessler International implements proven intellectual property protection programs to provide its clients with precise, accurate and complete trademark services. Kessler International...
www.investigation.com
: Domain Name Administration, Brand Monitoring and TLD Services
Systems USA, is a wholly owned subsidiary of ICANN accredited Systems GmbH. Key-Systems GmbH is a provider of domain names and related
23 www.inta.org
ions. Our newest software, DIAMS iQ, based systems to provide an ease of use,
. A browser based management, docketing rds, domain names, contracts, disputes,
assignments, searches, patents, registered designs, customs registration and case management. includes wizards for workflow automation, report generator, Word merge, integrated
loads from 25 Patent Office sites. Use the hosted system online without any investment in hardware or software, or install it on your own servers.
Kessler International is the premier global investigative firm with over 20 years experience specializing in intellectual property investigations and acquisitions. Kessler focuses on assisting Fortune 500 companies, intellectual property law firms, and brand owners worldwide. Our
use investigations, right investigations, brand
diversion programs, and Internet monitoring programs. Kessler International implements proven intellectual property protection programs to provide
ete trademark services. Kessler International...
Systems USA, is a wholly owned subsidiary of ICANN accredited Systems GmbH is a provider of domain names and related
Trademark Administrators Conference
© 2010 INTA. All rights reserved.
services with more than 2.5 million domains under management and has reached a leading market position selling domain names, web hosting and DNS services to customers all over the world. As of May 2009, the German based company also has a US branch: KeyInc. incorporated in Wilmington, Delaware. The latest product, BrandShelter, offers companies and organizations domain administration and brand monitoring services. BrandShelter also offers registry and consultation services for the application for and operatdomain. Website: www.key-systems.net Marksmen Booth #: 8 Profile: Investigates, patrols and negotiates IP rights worldwide. Founded in 1998 by an experienced team packing business savvy and undercover know how, Marksmen has inexorably become a worldwide leader in IP investigative services. Our international reputation and the trust placed in us by Global 1000 companies who requservices is due to our industry expertise, proprietary techniques, a certain charm and the effective use of technology. We have conducted over 60,000 IP investigations to date across the globe including trademark clearance and enforcement, patent lacquisitions, and online brand monitoring. We are successful because we deliver high quality information quickly, tactfully and reliably. Website: www.marksmen.com National Trademark InvestigationsBooth #: 11
Profile: Investigative services for brand acquisition, protection and litigation
National Trademark Investigations (NTI) is a licensed private investigation firm specializing in intellectual property issues (CA PI 24462). Services include comprehensive trademark ininvestigations which provide information on the current or historic use or nonNTI can also complete anonymous documented evidentiary product purchasnational network of front companies, providing a choice of venue. NTI also provides anonymous domain name negotiation and acquisition services, antipiracy services, and litigation support services including surveilladetermining the current whereabouts of individuals.
Website: www.nationaltrademarkinvestigations.com
Trademark Administrators Conference
more than 2.5 million domains under management and has reached a leading market position selling domain names, web hosting and DNS services to customers all over the world. As of May 2009, the German based company also has a US branch: Key-
. incorporated in Wilmington, Delaware. The latest product, BrandShelter, offers companies and organizations domain administration and brand monitoring services. BrandShelter also offers registry and consultation services for the application for and operation of a top
/ www.BrandShelter.com
Investigates, patrols and negotiates IP rights worldwide.
Founded in 1998 by an experienced team packing business savvy and undercover know how, Marksmen has inexorably become a worldwide leader in IP investigative services. Our international reputation and the trust placed in us by Global 1000 companies who requservices is due to our industry expertise, proprietary techniques, a certain charm and the effective use of technology. We have conducted over 60,000 IP investigations to date across the globe including trademark clearance and enforcement, patent litigation support, anonymous IP acquisitions, and online brand monitoring. We are successful because we deliver high quality information quickly, tactfully and reliably.
National Trademark Investigations
Investigative services for brand acquisition, protection and litigation
National Trademark Investigations (NTI) is a licensed private investigation firm specializing in intellectual property issues (CA PI 24462). Services include comprehensive trademark ininvestigations which provide information on the current or historic use or non-use of a mark. NTI can also complete anonymous documented evidentiary product purchases through our national network of front companies, providing a choice of venue. NTI also provides anonymous domain name negotiation and acquisition services, anti-counterfeiting and antipiracy services, and litigation support services including surveillance, asset investigations and determining the current whereabouts of individuals.
www.nationaltrademarkinvestigations.com
24 www.inta.org
more than 2.5 million domains under management and has reached a leading market position selling domain names, web hosting and DNS services to customers all over the
-Systems USA, . incorporated in Wilmington, Delaware. The latest product, BrandShelter, offers companies
and organizations domain administration and brand monitoring services. BrandShelter also ion of a top-level
Founded in 1998 by an experienced team packing business savvy and undercover know how, Marksmen has inexorably become a worldwide leader in IP investigative services. Our international reputation and the trust placed in us by Global 1000 companies who require our services is due to our industry expertise, proprietary techniques, a certain charm and the effective use of technology. We have conducted over 60,000 IP investigations to date across the
itigation support, anonymous IP acquisitions, and online brand monitoring. We are successful because we deliver high quality
National Trademark Investigations (NTI) is a licensed private investigation firm specializing in intellectual property issues (CA PI 24462). Services include comprehensive trademark in-use
use of a mark. es through our
national network of front companies, providing a choice of venue. NTI also provides counterfeiting and anti-
nce, asset investigations and
Trademark Administrators Conference
© 2010 INTA. All rights reserved.
Patrix Booth #: 2
With a proven Return on Investment, professionals like you who want to reduce costs, minimize risk, improve profitability & increase productivity.
Patricia® is an enterprise wide solution which provides you with swift and secure access to your case data and automatic tracking of IP lifecycles, including laws/regulations, standard forms, time and cost registration, invoicing, customizable reports, document creadocument management and powerful batch processing functionality.
Created by IP professionals for IP professionals Patriciamanagement system uniquely deliveredyours!
Website: www.patrix.com Thomson CompuMark Booth #: 10 Profile: The global leader in trademark research, brand protection and copyright services. Thomson CompuMark offers the industry’s broadestprotection solutions, backed by superior customer service. Innovative products like the SERION® integrated online trademark environment and SAEGIS® online trademark screening help you achieve greater certainty, while and managing trademark portfolios. Website: www.Compumark.thomson.com TM Secure Booth #: 9 TM Secure assists individuals, businesses and organizations in detecting misuse of their brands and identities by domain name registrants. Through us, you can monitor and protect your trademarks more effectively. Our webreports of domain names that blatantly misrepresent brands and provides quick access to potential evidence to facilitate the recovery of domain names. Depending on your needs and capabilities, we can also take further action on your behalexperts is capable of handling special requests. The select number of clients we work with ensures that you will receive our fullest attention. Website: www.tmsecure.com
Trademark Administrators Conference
With a proven Return on Investment, Patrix provides the Patricia® IP management software to professionals like you who want to reduce costs, minimize risk, improve profitability &
is an enterprise wide solution which provides you with swift and secure access to your case data and automatic tracking of IP lifecycles, including laws/regulations, standard forms, time and cost registration, invoicing, customizable reports, document creadocument management and powerful batch processing functionality.
Created by IP professionals for IP professionals Patricia® is a fully customizable IP management system uniquely delivered on both Windows and web platforms – the choice is
: The global leader in trademark research, brand protection and copyright services.
Thomson CompuMark offers the industry’s broadest range of trademark research and brand protection solutions, backed by superior customer service. Innovative products like the SERION® integrated online trademark environment and SAEGIS® online trademark screening help you achieve greater certainty, while reducing the time, cost, and complexity of researching and managing trademark portfolios. 1 800 692 8833
: www.Compumark.thomson.com
TM Secure assists individuals, businesses and organizations in detecting misuse of their brands and identities by domain name registrants. Through us, you can monitor and protect your trademarks more effectively. Our web-based domain name scanning service speedily compiles reports of domain names that blatantly misrepresent brands and provides quick access to potential evidence to facilitate the recovery of domain names. Depending on your needs and capabilities, we can also take further action on your behalf. TM Secure's experienced team of experts is capable of handling special requests. The select number of clients we work with ensures that you will receive our fullest attention.
25 www.inta.org
IP management software to professionals like you who want to reduce costs, minimize risk, improve profitability &
is an enterprise wide solution which provides you with swift and secure access to your case data and automatic tracking of IP lifecycles, including laws/regulations, standard forms, time and cost registration, invoicing, customizable reports, document creation,
is a fully customizable IP the choice is
: The global leader in trademark research, brand protection and copyright services.
range of trademark research and brand protection solutions, backed by superior customer service. Innovative products like the SERION® integrated online trademark environment and SAEGIS® online trademark screening
reducing the time, cost, and complexity of researching
TM Secure assists individuals, businesses and organizations in detecting misuse of their brands and identities by domain name registrants. Through us, you can monitor and protect your
speedily compiles reports of domain names that blatantly misrepresent brands and provides quick access to potential evidence to facilitate the recovery of domain names. Depending on your needs and
f. TM Secure's experienced team of experts is capable of handling special requests. The select number of clients we work with
Trademark Administrators Conference
© 2010 INTA. All rights reserved.
The Treadstone Group, Inc. Booth #: 13 Many of the world's largest brand owners and law firms trust The Treadstone Group, Inc. to investigate, enforce and acquire Intellectual Property Rights. Unlike "onestop" investigation firms, we specialize in establishing the facts surrounding the intended or atrademarks and domain names. To prevent pricediverse and carefully selected incorporated entities enable us to anonymously negotiate for and acquire desired I.P. assets, whether they are trademarkmenu-based fees. Website: www.treadstonegroup.com
Trademark Administrators Conference
of the world's largest brand owners and law firms trust The Treadstone Group, Inc. to investigate, enforce and acquire Intellectual Property Rights. Unlike "onestop" investigation firms, we specialize in establishing the facts surrounding the intended or actual uses of trademarks and domain names. To prevent price-gouging or to safeguard marketing plans, our diverse and carefully selected incorporated entities enable us to anonymously negotiate for and acquire desired I.P. assets, whether they are trademarks, patents or domain names. Fixed
: www.treadstonegroup.com
26 www.inta.org
of the world's largest brand owners and law firms trust The Treadstone Group, Inc. to investigate, enforce and acquire Intellectual Property Rights. Unlike "onestop" investigation
ctual uses of gouging or to safeguard marketing plans, our
diverse and carefully selected incorporated entities enable us to anonymously negotiate for and s, patents or domain names. Fixed-rate,
Trademark Administrators Conference
© 2010 INTA. All rights reserved.
Project Team Exceptional topics, faculty and presentations have come to distinguish INTA programs and earn them an unmatched reputation in the field of trademark law and practice. INTA owes this achievement to the many volunteers who so willingly contribute their time and energy to this effort. INTA would like to thank the Project Team for its excellent work in planning and presenting this conference. Trademark Administrators Committee Liaisons: Deborah Hampton, Limited Brands (United States)Virginia Smith, Exxon Mobil Corporation (United States) Project Team Rhonda Hetman, Co-Chair, Circle R Trademark Services Corp. (United States)Debra Hughes, Co-Chair, American Red Cross (United States)Barbara L. Cloherty, E. & J. Gallo Winery (United States)Sheila Francis, Rouse (United States)De Ann Freitag, Del Monte Foods (United States)Catherine Goe, Mayback & Hoffman, P.A. (United States)Elizabeth Gouthro, Fasken Martineau DuMoulin LLP (Canada)Eduardo Kleinberg, Basham, Ringe y Correa S.C. (Mexico)Brian J. Morgan, Marks & Clerk (United Kingdom)Auma Reggy, Arnall Golden Gregory, LLP (United States) INTA Staff Liaisons Charyle M. Clark, Senior Programs Developer Paula Lee, Senior Exhibits & Sponsorship Planner
Trademark Administrators Conference
Exceptional topics, faculty and presentations have come to distinguish INTA programs and earn them the field of trademark law and practice. INTA owes this achievement to the
many volunteers who so willingly contribute their time and energy to this effort.
INTA would like to thank the Project Team for its excellent work in planning and presenting this
Trademark Administrators Committee Liaisons:
Limited Brands (United States) Exxon Mobil Corporation (United States)
Chair, Circle R Trademark Services Corp. (United States) Chair, American Red Cross (United States)
E. & J. Gallo Winery (United States) Rouse (United States) Del Monte Foods (United States)
Mayback & Hoffman, P.A. (United States) Fasken Martineau DuMoulin LLP (Canada) Basham, Ringe y Correa S.C. (Mexico)
Marks & Clerk (United Kingdom) Arnall Golden Gregory, LLP (United States)
Senior Programs Developer Senior Exhibits & Sponsorship Planner
27 www.inta.org
Exceptional topics, faculty and presentations have come to distinguish INTA programs and earn them the field of trademark law and practice. INTA owes this achievement to the
INTA would like to thank the Project Team for its excellent work in planning and presenting this