day 1 13 november - cpa global conference agenda 2016.pdf · day 1 | 13 november first-to-file new...

©CPA Global 2016

2016 CPA GLOBALSOFTWARE SUMMIT

AGENDANovember 13th - 16th, 2016

DAY 1 | 13 November

FIRST-TO-FILE

New User Bootcamp

New User Bootcamp

New User Bootcamp

New User Bootcamp

MEMOTECH FOUNDATIONIP® INPROTECH

1.00PM - 5.00PM ARRIVAL AND CONFERENCE REGISTRATION

1.00PM - 4.00PM

Please Note: If you would like to attend one of the New User Bootcamp sessions,

please email [email protected].

A minimum number of delegates is required to hold the session.

5.30PM - 6.30PM COCKTAIL RECEPTION, LOEWS HOTEL

6.30PM - 9:00PM OPENING DINNER, LOEWS HOTEL

WELCOME ADDRESS: SIMON WEBSTER, CEO CPA GLOBAL

1.00PM - 5.00PM IP INNOVATION LAB OPEN: DEDICATED TIME WITH OUR SOFTWARE SPECIALISTS

©CPA Global 2016

2016 CPA GLOBAL SOFTWARE SUMMITAGENDA

November 13th - 16th, 2016

* These sessions run concurrently.

DAY 2 | 14 November

FIRST-TO-FILE

Update & Roadmap

Update & Roadmap

Update & Roadmap

* Refresh Your Docketing Skills

* Forms / Letters In Memotech

* Reports: Overview & Basic Concepts

* Country Law: Updates

Case Import


8.00AM - 9.00AM REGISTRATION AND INFORMATION DESK OPEN

9:00AM - 9:45AM STREAM I. INNOVATE. PLENARY SESSION.

Focus on the Future of IP: Product Vision & Strategy with Toni Nijm, CITO CPA Global

9:45AM - 10:30AM DATA AND ALGORITHMS. THE FUTURE OF IP.

Keynote with Tyron Stading, SVP Analytics, CPA Global

10.30AM - 10.55AM BREAK

11.00AM - 4.05PM STREAM 2. EMPOWER. TOOLS TO DO YOUR JOB BETTER.

11.00AM - 12:30PM

12.35PM - 1.20PM LUNCH

1.25PM - 2.10PM

2.15PM - 3.00PM

3.05PM - 3.15PM BREAK

3.20PM - 4.05PM

4.10PM - 5.30PM STREAM 3. COLLABORATE. THE INTERMIX. PRESENTATION OF NEW OFFERINGS.

6.30PM - 9.30PM OPEN NIGHT. FREE SHUTTLE BUS TRANSFER TO DOWNTOWN.

DATA MANAGEMENT

RENEWALS PROCESS

TRADEMARKS WORKFLOWS

Update & Roadmap

* Can My Company Go Paper Light?

* Strategies for a Paper Light Office

Be More Efficient with Memotech

* Harness the Power of the FoundationIP® Dashboard

* Activities & Workflow: Introduction to Creating & Customizing Activities

Bulk Configuration & Implementation using the ICT

Implementing First-to-File: Easier Than You Think

Best Practices with Law Updates

Effective IDS Management

Activities & Workflow: Advanced Automation

PTO Downloading Documents & Inprotech Events

9.00AM - 5.00PM IP INNOVATION LAB OPEN: DEDICATED TIME WITH OUR SOFTWARE SPECIALISTS

2.00PM - 3.30PM LAW FIRMS LAB OPEN: BENEFITS OF THE IP PLATFORM IN THE FUTURE

©CPA Global 2016

2016 CPA GLOBAL SOFTWARE SUMMITAGENDA

November 13th - 16th, 2016

DAY 3 | 15 November

Leveraging Work for an Easier Docketing Process

Did You Know?

* Summary Reports: An Introduction

* Advanced Reports: Concepts & Applications

* Tips & Tricks: What You are Not Using

FIRST-TO-FILE

Workflow: The Secret to an Efficient Office

Deep Dive into Memotech 7

Harness the Power of the FoundationIP® Dashboard

Activities & Workflow: Introduction to Creating & Customizing Activities

Product Update: Law Update Service

* Reports Lab: Basic

* Reports Lab: Advanced

Reports: Overview & Basic Concepts

Country Law: Overview & Update Process

Checklists & Document Generation

Advanced User Workshop

Best Practices for Upgrading

* Tip, Tricks, & New Features

* Activities & Workflow: Advanced Automation

Ethical Walls & Row Level Security

Best Practices with the Annuity Interface

* FoundationIP® Direct & Integration with FoundationIP®

* PTO Access: Concepts, Implementing, & Use

A Deep Dive into Using Event Notes


DATA MANAGEMENT

RENEWALS PROCESS

TRADEMARKS WORKFLOWS

9:30AM - 10:30AM STREAM I. INNOVATE. PLENARY SESSION.

Focus on Filings on the IP Platform with Jon-James Kirtland, Product Lead CPA Global

10.35AM - 10.55AM BREAK

11.00AM - 4.20PM STREAM 2. EMPOWER. TOOLS TO DO YOUR JOB BETTER.

11.00AM - 11.45AM

11.50AM - 12.35PM

12.40PM - 1.30PM LUNCH

1.35PM - 2.20PM

2.25PM - 3.10PM

3.15PM - 3.30PM BREAK

3.35PM - 4.20PM

4.25PM - 5.30PM STREAM 3. COLLABORATE. THE INTERMIX. PRESENTATION OF NEW OFFERINGS.

7.00PM - 11.00PM GALA DINNER AT THE COUNTRY MUSIC HALL OF FAME

2.00PM - 3.30PM LAW FIRMS LAB OPEN: BENEFITS OF THE IP PLATFORM IN THE FUTURE


* These sessions run concurrently.

©CPA Global 2016

2016 CPA GLOBALSOFTWARE SUMMIT

AGENDANovember 13th - 16th, 2016

DAY 4 | 16 November

FIRST-TO-FILE

Independent User Group




MEMOTECH FOUNDATIONIP® INPROTECH9.00AM - 10.00AM

10:00AM - 12:00PM THINK TANK CROSS PRODUCT FOCUS GROUPSThe Think Tank sessions will adopt a focus group model and offer two sessions that explore:

• GROUP 1: Invention Management. Idea to Filing (Cover off IdeaScout™ and the Invention Management application of Workflow Management & Decision)

• GROUP 2: Automated docketing solutions. Filings and Intellidocket

Sessions run concurrently.

12:00PM - 1:00PM BOXED LUNCH
