Litigation strategy and best practices for managing section 337 investigations
15th Annual
Practitioners’ Think-Tank on ITC LITIGATION & ENFORCEMENT
DISTINGUISHED CO-CHAIRS:
Veronica Ascarrunz
Partner Perkins Coie LLP
Immediate Past President, ITC TLA
Eric S. Namrow Partner Morgan Lewis LLP
President ITC TLA
KEYNOTE SPEAKERS:
Honorable Monica Bhattacharyya
Administrative Law Judge
U.S. International Trade Commission
Honorable Bryan F. Moore
Administrative Law Judge
U.S. International Trade Commission
March 29–30, 2023
DC Bar Association
Washington, DC
Earn CLE CREDITS
ComplimentaryPassesAvailableforIn-HousetoAttend
A limited number of complimentary passes* are available for In-House Counsel to attend ACI’s 15th Annual Practitioners’ Think Tank on ITC Litigation and Enforcement.
INSIGHTS FROM:
Matthew Bathon
Principal Legal Counsel, Legal Management
Washington IP Office
Samsung Electronics
Mike Schwartz
Senior Vice President - IP Litigation Adeia
Jonathan Stroud General Counsel Unified Patents
Dax Terrill
Chief, Exclusion Order Enforcement Branch Regulations and Rulings - Office of Trade
U.S. Customs and Border Protection
Day
Lanyard
Supporting Sponsors Associate Sponsors
1 Cocktail Reception
Sponsor
The Premier Forum for ITC Litigation Strategies and Best Practices for
Managing Section 337 Investigations.
Returning to Washington in March, ACI’s 15th Annual Practitioners’ Think Tank on ITC Litigation & Enforcement is your opportunity to learn from and network with key members of the ITC Bench, senior ITC Attorneys and leading In-House Counsel.
Develop best practice strategies and gain industry insight with focused keynote sessions and dynamic panel discussions on timely issues including public interest considerations, domestic industry decisions and new developments at the ITC. Walk away with the knowledge you need to successfully manage Section 337 Investigations.
Join us for two days of innovative and interactive discussions on the latest trends and developments in ITC litigation and enforcement. We look forward to seeing you in March!
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WHO YOU WILL MEET
Law Firms
Attorneys practicing before the ITC
IP Attorneys
In-House Counsel
In-House Counsel having responsibility for IP and matters before the ITC from the following industries:
Software/Technology
Automotive
Life Sciences
Financial Services
Telecommunications
Manufacturing
Legal Services
Consumer Goods
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DISTINGUISHED CO-CHAIRS:
Veronica Ascarrunz Partner
Perkins Coie LLP
Immediate Past President, ITC TLA
Distinguished Speaking Faculty
GOVERNMENT SPEAKERS:
Dax Terrill
Chief, Exclusion Order Enforcement Branch, Regulations and Rulings
Office of Trade, U.S. Customs and Border Protection
Bryan Conley
Shareholder
Wolf Greenfield & Sacks PC
Michael Connelly President
WIT Legal
Eric S. Namrow Partner
Morgan Lewis LLP President ITC TLA
KEYNOTE SPEAKERS:
Honorable Monica Bhattacharyya
Administrative Law Judge
U.S. International Trade Commission
Honorable Bryan F. Moore
Administrative Law Judge
U.S. International Trade Commission
Honorable James A. Worth
Administrative Patent Judge, PTAB U.S. Patent and Trademark Office
INSIGHTS FROM:
Matthew Bathon
Principal Legal Counsel, Legal Management
Washington IP Office
Samsung Electronics
Michael R. Franzinger
Partner
Sidley Austin LLP
Blair Jacobs
Principal
McKool Smith LLP
Timothy Carroll Partner
Venable LLP
Hunter Keeton
Shareholder/Litigation
Wolf Greenfield & Sacks PC
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Evan Langdon Partner, Chair ITC Practice Fabricant LLP
Drew D. Mooney
Senior Managing Director
FTI Consulting
Helena Kiepura Partner
DLA Piper LLP
Evan Langdon Partner, Chair ITC Practice Fabricant LLP
Michael A. Morales Associate
Ropes & Gray LLP
Christina A. Ondrick Partner
McKool Smith LLP
Rachel Leos Senior Director FTI Consulting
Scott P. McBride Attorney at Law / Shareholder McAndrews, Held & Malloy, Ltd.
Wilhelm L. Rao Attorney at Law / Shareholder
McAndrews, Held & Malloy, Ltd.
Megan F. Raymond Partner
Groombridge, Wu, Baughman & Stone LLP
Matthew Rizzolo Partner
Ropes & Gray LLP
Mike Schwartz Senior Vice President - IP Litigation
Adeia
Jonathan Stroud General Counsel Unified Patents
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DAY 1
Wednesday, March 29, 2023
9:00
Opening Remarks from the Conference Co-Chairs
Veronica Ascarrunz Partner Perkins Coie LLP
Immediate Past President, ITC TLA
Year
Eric S. Namrow Partner Morgan Lewis LLP President ITC TLA
in Review: Analyzing Notable Section 337 Developments and Assessing Impacts on ITC Practice and Procedure
Assessing the most important section 337 developments of the past year and their impact on ITC practice and procedure and ALJs.
• Review notable investigations and potentially consequential ITC decisions of the past 12 months
• Explore forecasts for 2023-24 and changes at the Federal Circuit
• Identify new industries turning to the ITC for relief—including pharma, medical devices, lighting and semiconductors
• Examine numbers and percentages of cases in which an investigation was instituted, settled, resulted in exclusion orders, appealed, and reversed on appeal
Veronica Ascarrunz Partner Perkins Coie LLP
Helena Kiepura Partner DLA Piper LLP
9:15
Moderator:
10:15
ALJ Fireside Chat
Honorable Bryan F. Moore
Administrative Law Judge
U.S. International Trade Commission
11:00 Networking Refreshment Break
11:30
Evaluating the Unique Challenges of Satisfying Domestic Industry Requirements
• Insight into Commission’s opinions and discussion around the “mere importer” issue
• Assess the increasing role of the economic prong of domestic industry
• Obtain insight into how much investment is “significant” and “substantial” under the statute
• The significance of re-designs when filing at the ITC
12:30 Networking Luncheon
Scott
P.
McBride Attorney at Law / Shareholder
• Dissect the latest domestic industry changes over recent years, related case law and important decisions rendered
Evan Langdon Partner, Chair ITC Practice Fabricant LLP
Drew
D.
Mooney
Senior Managing Director FTI Consulting
1:30
Inside Perspectives on Exclusion Order Enforcement: Developing Strategies to Master Section 177 Process
• Understand how to best prepare for enforcement of an exclusion order
• Master the requirements of enforcement proceedings to meet CBP’s expectations
• Analyze recent cases
• What to do after initial determination
Dax Terrill
Chief, Exclusion Order Enforcement Branch Regulations and Rulings - Office of Trade
U.S. Customs and Border Protection
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McAndrews, Held & Malloy, Ltd.
DAY 1
2:30
IN-HOUSE ROUND TABLE
Strategies
and
Insight
on Effectively Managing ITC Proceedings and Considerations for Outside Counsel
In-house representatives share strategies and insight on managing ITC proceedings from start to finish:
• Learn how to best manage relationships with external counsel to secure the project
• Track litigation costs and working with outside counsel to control the costs of an ITC proceeding
• Uncover successful strategies to defend a 337 action
• Learn how to work productively within the timeframe of a 337 investigation to optimize your outcome
• Understand the process on initiating of responding to an ITC action
Panel:
Moderator:
Matthew Bathon
Principal Legal Counsel, Legal Management
Washington IP Office
Samsung Electronics
Mike Schwartz
Wilhelm L. Rao
Attorney at Law / Shareholder McAndrews, Held & Malloy, Ltd.
Senior Vice President, IP Litigation
Adeia
3:30 Networking Refreshment Break
• Processes for organizing teams, witnesses and required materials under the short time frame 4:00
Assessing the Significance of Increasing Attention to Public Interest Considerations in 337 Investigations
• Gain insights into recent considerations of public interest in semi-conductor cases given supply chain issues
• Do public interest considerations for trade secret violation differ from those of traditional 337 patent infringement investigations?
• Compare and contrast facts that have historically satisfied the public interest prongs
• Strategies to limit or reduce costs
• How have remedies been tailored to public interest? How it’s been used to tailor exclusion orders
5:00 Closing Remarks and Conference Adjourns to Day 2
Networking Cocktail Reception
Sponsored by
Bryan Conley
Shareholder
Wolf Greenfield & Sacks PC
Rachel Leos
Senior Director
FTI Consulting
Christina A. Ondrick Partner McKool Smith LLP
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DAY 1
Thursday, March 30, 2023
10:15 Networking Refreshment Break
DAY 2
10:45
Insight into the ITCs Approach to Standard Essential Patents
• New developments in SEPs at the ITC and globally
• Analyze recent SEP case developments and understanding recent policy statement
• Evaluate when the ITC might order the exclusion of articles infringing SEPs, and the types of restrictions on remedy that could stem from F/RAND commitments
• Explore prospects for future exclusion orders on standard-essential patents (SEPs)
Michael Connelly President WIT Legal
Blair Jacobs Principal McKool Smith LLP
11:45 Networking Luncheon
1:00
Assessing the Trend of Non-Practicing Entities (NPEs) at the ITC: What ITC Practitioners Need to Know
• Addressing the trend of NPEs relying on their US licensees to satisfy the domestic industry requirements
• Exploring new ITC 337 strategies used by NPEs in recent filings
• Addressing novel questions and consequences surrounding NPE litigation funding in Section 337 investigations
• Proposed legislation addressing NPEs at the ITC
• Assessing how to meet the DI requirements from the perspective of the NPE
PANEL: Timothy Carroll Partner Venable LLP
Hunter Keeton Shareholder/Litigation
Wolf Greenfield & Sacks PC
Jonathan Stroud General Counsel Unified Patents
MODERATOR: Matthew Rizzolo Partner Ropes & Gray LLP
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DAY 2
2:15
Gauging the Importance and Use of the NEXT Advocates Program for Less Experienced Attorneys
• How has the NEXT Advocates program been used and what ground rules have been allowed?
• Experiences and tips from attorneys who have argued at the ITC though the NEXT Advocates program
• How does this program differ from the USPTO LEAP program?
Honorable Monica Bhattacharyya Administrative Law Judge U.S. International Trade Commission
Veronica Ascarrunz Partner Perkins Coie LLP
Immediate Past President, ITC TLA
Michael A. Morales Associate Ropes & Gray LLP
MODERATOR: Matthew Rizzolo Partner
Ropes & Gray LLP
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Closing Remarks and Conference Concludes
3:15
DAY 2
COMPLIMENTARY PASSES AVAILABLE FOR IN-HOUSE TO ATTEND
We are pleased to announce that we are offering a limited number of complimentary passes* for In-House Counsel to attend the ACI's 15th Annual Practitioners' Think Tank on ITC Litigation and Enforcement.
Benefit from attending this ITC "think tank" as you network and benchmark with key ITC stakeholders from Leading Law Firms, In-House Counsel, and the ITC Bar for the latest developments and strategies to address ITC challenges.
To apply for your complimentary pass, please complete the application form below. Our team will review your submission and get back to you with next steps if you have qualified.
*A limited number of complimentary passes will be available to individuals employed by the same organization for the In-Person Conference only. ACI reserves the right to review the eligibility for these complimentary passes. Complimentary Passes are only offered for the In-Person Conference only.
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DC Bar Association
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Hampton Inn Washington-Downtown Convention Center
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Reservations: (202) 842-2500
To book directly with the hotel, please CLICK HERE.
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IN-PERSON CONFERENCE PARTICIPATION REQUIREMENTS
Please note that the D.C. Bar Association facility currently has COVID-19 vaccination requirements in place for all visitors.
All visitors to the facility must be “Fully Vaccinated“ - or - non-vaccinated individuals will require proof of a negative COVID-19 test from a healthcare provider or testing facility. At-home or self-administered test results will not be accepted. Negative test results must be accompanied with a governmentissued ID.
Upon arrival, you will be required to present your CDC COVID-19 Vaccination Record Card, or a similar record for visitors who are residents of countries other than the U.S., to security personnel located in the building lobby. Vaccination proof or negative test results must be accompanied with a government-issued ID.
While on-site, individuals are not required to wear face masks but are encouraged to do so and practice social distancing.
The D.C. Bar Associations has the following requirements in place to be considered “Fully Vaccinated”.
U.S. Residents:
1. Visitors must have received two (2) doses of the Pfizer-BioNTech or Moderna vaccine, OR a single dose of the Johnson & Johnson/Janssen vaccine; AND
2. Visitors must have received at least one booster shot in accordance with the current CDC guidelines.
International Visitors:
1. Visitors must have received doses of the COVID-19 vaccines listed below in any combination in accordance with current World Health Organization (WHO) guidelines.
y AstraZeneca/ Oxford vaccine
y Johnson and Johnson
y Moderna
y Pfizer/BionTech
y Sinopharm
y Sinovac
y COVAXIN
y Covovax
y Nuvaxovid
y CanSino
FOR MORE INFORMATION, PLEASE VISIT OUR CONFERENCE WEBSITE.
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Media Partners Supporting Sponsors Associate Sponsors Day 1 Cocktail Reception Lanyard Sponsor
ABOUT US
The C5 Group, comprising American Conference Institute, The Canadian Institute and C5 in Europe, is a leading global events and business intelligence company. For over 30 years, C5 Group has proVided the opportunities that bring together business leaders, professionals and international experts from around the world to learn, meet, network and make the contacts that create the opportunities.
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IN-PERSON CONFERENCE PARTICIPATION REQUIREMENTS
Please note that the D.C. Bar Association facility currently has COVID-19 vaccination requirements in place for all visitors.
All visitors to the facility must be “Fully Vaccinated“ - or - non-vaccinated individuals will require proof of a negative COVID-19 test from a healthcare provider or testing facility. At-home or self-administered test results will not be accepted. Negative test results must be accompanied with a government-issued ID.
Upon arrival, you will be required to present your CDC COVID-19 Vaccination Record Card, or a similar record for visitors who are residents of countries other than the U.S., to security personnel located in the building lobby. Vaccination proof or negative test results must be accompanied with a government-issued ID.
While on-site, individuals are not required to wear face masks but are encouraged to do so and practice social distancing.
The D.C. Bar Associations has the following requirements in place to be considered “Fully Vaccinated”.
U.S. Residents:
1. Visitors must have received two (2) doses of the Pfizer-BioNTech or Moderna vaccine, OR a single dose of the Johnson & Johnson/Janssen vaccine; AND
2. Visitors must have received at least one booster shot in accordance with the current CDC guidelines.
International Visitors:
1. Visitors must have received doses of the COVID-19 vaccines listed below in any combination in accordance with current World Health Organization (WHO) guidelines.
y AstraZeneca/Oxford vaccine
y Johnson and Johnson
y Moderna
y Pfizer/BionTech
y Sinopharm
y Sinovac
y
y
y
y
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COVAXIN
Covovax
Nuvaxovid
CanSino
A limited number of complimentary passes* are available for In-House Counsel to attend ACI’s 15th Annual Practitioners’ Think Tank on ITC Litigation and Enforcement.
full refund. All cancellations and changes must be submitted to customerservice@americanconference.com by March 17, 2023.
Please note that the D.C. Bar Association facility currently has COVID-19 vaccination requirements in place for all visitors.
All visitors to the facility must be “Fully Vaccinated“ - or - non-vaccinated individuals will require proof of a negative COVID-19 test from a healthcare provider or testing facility. At-home or self-administered test results will not be accepted. Negative test results must be accompanied with a government-issued ID.
PLEASE NOTE THE FOLLOWING PANDEMIC-RELATED PROTOCOLS:
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Attendees are asked to self-screen in the days leading up to, before and after attending an ACI event and/or conference.
We will continue to monitor the health situation and relevant authorities. Changes to health and safety measures may be made by ACI at any time as required.
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be eligible for a full refund until March 17, 2023.
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full credit note for you, or a colleague to attend another event.
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