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Program
 
 

 Friday, May 3

 
8:00 am–5:00 pm 

Advanced Mediation Training
(Day 1, Advance registration required, CLE credit available)
Prerequisite: Registrants must have completed at least a 20-hour basic mediation training course.

INTA’s two-and-a-half day Advanced Mediation Training will focus on the perplexing problem of impasse.  You will learn the skills and techniques to:

  • Lay the proper foundation for avoiding impasse.
  • Move negotiation from positional to interest-based.
  • Deal with emotion.
  • Work with difficult people and situations.
  • Effectively evaluate bringing parties to closure.

This course will be based on teacher presentations, demonstrations, videos and small group simulations.  Over the course of the training, participants will practice their new skills, each taking a turn acting as mediator during part of a simulated mediation.  Each participant will receive individualized written feedback from a trainer.

Registration includes breakfast and lunch on Friday and Saturday as well as breakfast on Sunday.  Participants MUST commit to attend the full two-and-a-half day program.  A certificate of attendance will be awarded to those who complete the full training.

Registration for admission to this event will not be sold onsite.  Registration is nonrefundable and nontransferable.  Registration is limited to 36 participants.

Fee: US $1,750 (for two-and-a-half day program)

 
 

 Saturday, May 4

 
8:00 am–5:00 pm

Academic Course on International Trademark Law
(Day 1, Advance registration required, CLE credit available)

The Academic Course is designed to provide a comparative analysis of trademark law and practice in countries around the world. Depending on the topic, the focus will vary from historical, philosophical and legal perspectives to practical “how to” tips and advice. Each international jurisdiction covered in the course will be taught by a professor or practitioner from that region. Practitioners new to trademark law, law and paralegal students, and trademark administrators are encouraged to attend.

Academic Course Schedule and Syllabus

Fee: US $650 (for a two-day program)

The registration fee includes breakfast and lunch for both days and course materials. Current law students – both member and non-member – who register for this course will receive a complimentary registration to the Annual Meeting.

Tickets for admission to this event will not be sold onsite.  Registration is nonrefundable and nontransferable.

Note
: Attendees must bring their own laptops and power cords in order to access course materials.
Additional Information: Please contact the Senior Academic Programs Coordinator at cdiep@inta.org.

8:00 am–5:30 pm 
Advanced Mediation Training
(Day 2, Advance registration required, CLE credit available)

INTA’s two-and-a-half day Advanced Mediation Training will focus on the perplexing problem of impasse.
See Friday's program for full description.

10:00 am–5:00 pm  
Board of Directors Meeting
12:00 pm–7:00 pm  
Registration and Hospitality 
1:00 pm–3:00 pm  
Luncheon Table Topics
1:00 pm–3:00 pm  


Volunteer Service Project

For this year’s Volunteer Service Project, INTA is partnering with the North Texas Food Bank.  The NTFB was established in 1982 to address the critical issue of hunger in the North Texas area.  During this one-day community service event, you will sort, box and tag food for distribution to 300 member agencies, which include soup kitchens, shelters, food pantries and afterschool programs. 

Make sure you take part in this meaningful event, register for the Volunteer Service Project.

Fee: US $50 (includes transportation, lunch and beverages)

1:30 pm–2:45 pm

Increasing Your Professional Power While Managing Your Stress
     
Have you ever had a negative and stressful day at work?  How did you feel at the end of it?  Tired and drained? Now, have your ever had a positive upbeat day at work? How did you feel at the end of it? Energized? Well, you can have that outcome everyday! Amazon bestselling author and top rated speaker Dr. Jerry V. Teplitz will show you how to make every day that way through actual tools and techniques that will increase your energy level resulting in more productivity and creativity.

Join us for this session presented by INTA’s Young Practitioners Committee and learn how to apply these immediate, effective and easy methods to all aspects of your professional life. 

3:00 pm–4:00 pm 

First-Time Attendee Annual Meeting Orientation

Take full advantage of the INTA Annual Meeting and learn about the resources and opportunities for education, networking, navigating the Exhibition Hall and making the best use of your time.  Don’t miss out on this informative event and find out what’s new in 2013.

This session is for first-time attendees, as well as new members, who want to learn more about the most recent events and resources available on-site. 

First-time attendee orientation guide
3:30 pm–5:30 pm 
Afternoon Tea Table Topics 
7:00 pm–11:00 pm 

2013 INTA Gala
Union Station
(Black Tie Formal)

The INTA Gala is the perfect opportunity to entertain business associates and clients and start your meeting off in style at a Dallas landmark, Union Station.

Open seating is available to facilitate networking.  Individual seats cost US $300.  A VIP table of ten seats costs US $2,700. Purchasing a VIP table not only offers a discount but also guarantees a prominent room location.  If you purchase a VIP table or multiple tickets, an INTA staff member will contact you for the names of your guests.

Pre-registration for this event is required.  Tickets for admission will not be sold at the door.  Sales of individual tickets and tables are nonrefundable and nontransferable.

For payment or registration inquiries, please contact INTA Customer Service at customerservice@inta.org. For additional questions or to provide special dietary requests, please email meetings@inta.org.

 

 Sunday, May 5

 
8:00 am–10:00 am 
Committee Meetings
8:00 am–12:00 pm 
Advanced Mediation Training
(Day 3, Advance registration required, CLE credit available) 

See Friday's program for full description. 
8:00 am–5:00 pm 
Academic Course on International Trademark Law
(Day 2, Advance registration required, CLE credit available)

The Academic Course is designed to provide a comparative analysis of trademark law and practice in countries around the world.

Additional Course Information: Please contact the Senior Academic Programs Coordinator at cdiep@inta.org.

See Saturday's program for full description.
8:00 am–7:00 pm 
Registration and Hospitality 
8:30 am–4:00 pm 
Tours
10:00 am–12:00 pm 
Brunch Table Topics
10:15 am–12:15 pm 
Committee Meetings
11:00 am–2:00 pm 

Madrid System Users' Meeting (MSUM) Organized by World Intellectual Property Organization (WIPO)

The MSUM will open with an update from WIPO on the developments of the Madrid System, followed by presentations from officials of elected Contracting Parties of the Madrid System. The invited officials will address specific issues regarding the designation of their countries in an international registration, including how to handle and avoid notifications of provisional refusal. Questions from the floor will be taken. 

11:00 am–1:00 pm 

What Do Students Expect From Their IP Adjunct Professors?
Adjunct Professors Special Interest Group (SIG)
(Open to all)

Student panelists will discuss their hopes and expectations of IP classes taught by adjunct professors.  The panel will provide an open and honest reflection on the experiences students have had with adjunct professors and will allow adjunct professors in attendance to assess whether they have lived up to their students’ expectations.

Moderator:
Lawrence Nodine, Ballard Spahr (United States)

Speakers:
Nancy Brigham, Stetson University (United States)
Irene Chang, Washington University in St. Louis (United States)
Nick Hoeffler, Valparaiso University (United States)
David Mayer, Emory University (United States)
Maria Tymofienko, Queens Mary College (United Kingdom)

11:30 am–1:30 pm 

Trademark Administrators Brunch

No Trademark Owner is an Island! 

Protecting the proprietary rights of brand owners is not an easy job!  It takes a team of attorneys both in-house and outside counsel, trademark administrators, international counsel and a partnership with INTA to ensure that owners have what they need to protect and grow their brands.  Learn from a diverse team of experts how they protect brands and maintain the strong link in the partnership chain.  Hear war stories and the techniques employed to build and maintain productive working relationships with the various players on their teams.  You will have the opportunity to ask all of the questions that you may have been hesitant to ask in the past. So from now until April 15, 2013 email any question you have always wanted to ask but have been afraid to dhampton@steptoe.com.

Moderator:

Deborah Hampton, Steptoe & Johnson LLP (United States)

Speakers:

Susan Brady Blasco, Birch, Stewart, Kolasch & Birch LLP (United States)
Pamela J. Carter, PC Connection, Inc.(United States)
Toni Y. Hickey ,Cummins Inc. (United States)
Curtis Krechevsky, Esq. Cantor Colburn LLP (United States)
Alicia Lloreda, Jose Lloreda Camacho & Co (Colombia)
Michelle Renne, Campbell Soup Company  (United States)

Your attendance at the 2013 brunch is a “must-do.” Don’t miss out on this great opportunity. Registration is US $50 and tickets are sold on a first-come, first-served basis.

Brunch tickets are nonrefundable and nontransferable. Sponsorship opportunities are available.

11:30 am–4:45 pm 

In-House Practitioners Luncheon and Workshop

(Exclusive to in-house practitioners only; Advance registration required; CLE credit available)

Early Bird Fee (before February 22): US $150 
Standard Fee (after February 22): US $200  

Registration includes admission to the luncheon, keynote and workshop sessions (not sold separately). Tickets for admission to this event will not be sold onsite.
Tickets are nonrefundable and nontransferable.

This combined luncheon and workshop, designed exclusively for in-house practitioners, offers a unique opportunity to network, benchmark and exchange best practices for strengthening your brand in a marketplace where many small, medium and large corporations are currently facing hardship.

12:00 pm–5:00 pm 
Exhibition Hall
12:30 pm–1:45 pm 

Just added! Putting a Brand on ICANN:  Important Issues for Brand Registry Applicants

(Open to All!  This session will be relevant to all Brand Owners, In-House Counsel and Outside Counsel)

Join us for this newly added session where experts will delve into the details of the Registry Agreement that all gTLD operators will have to sign with ICANN prior to delegation into the root zone.  Attendees will get up-to-the-minute information on issues related to contract negotiations and the issues that are specific to the .brand applicants.  Be sure to add this session into your schedule to receive all the latest information about how brand owners can become involved in the ICANN structure to help effectuate positive change in the Domain Name System (DNS).

Moderator:
J. Scott Evans, Yahoo! Inc. (United States)

Speakers:
Laura Covington, Yahoo! Inc. (United States)
Stacey King, Amazon.com, Inc. (United States)
Paul D. McGrady, Winston & Strawn LLP (United States)

12:30 pm–2:30 pm 
Committee Meetings
1:00 pm–3:00 pm 
Luncheon Table Topics
2:00 pm–3:00 pm 

Speed Networking 

Join us in the Exhibition Hall for Speed Networking, an ideal way to find new business associates and expand your network.  This is a one-hour commitment, and it can produce long-term business contacts and friendships.  Use these helpful hints to maximize your Speed Networking session.

Who should attend: New members and non-members, first-time attendees or experienced Annual Meeting attendees interested in meeting new contacts.

There is no fee to attend and a one hour commitment is required from each participant.  Admittance is on a first-come, first-served basis and once capacity is reached, participants will be asked to return later for a different session.   

2:00 pm–4:00 pm 

CTM and RCD Users' Meeting Organized by the Office for the Harmonization in the Internal Market (OHIM)

Come and join OHIM representatives for an informational meeting which will provide you with an update on the Office's activities during the past year, including the Co-operation Fund, the Convergence Program and the Observatory.  OHIM will also report on the general situation of the Office, including timeliness and other key performance indicators and discuss recent changes in practice and important Court of Justice decisions will be reviewed. Questions from the floor will be taken. 

2:45 pm–4:45 pm 
Committee Meetings
3:00 pm–4:30 pm 

Non-Profits: “Marking for a Cause”

Marking for a cause? Charitable sales promotions typically reflect a mutually beneficial commercial marketing relationship between a for-profit entity and a charitable organization to market products or services linked to a social cause or issue. Join us for an interactive discussion that will follow a “marking for a cause” campaign from inception to launch, and even beyond. Highlights will include a review of:

  • State Charitable Solicitation Laws: Oh, what a tangled web they weave.
  • Commercial Co-Venturer Status: To be, or not to be?
  • Obligations of the Commercial Co-Venturer: Registration, bonding, disclosures, oh my!
  • Use of Trademark and Brands: Quality control isn’t just for-profit anymore.
  • Best Practices: Avoiding the pitfalls.
  • Tax Implications: Yes, you read that correctly.
  • Contest Rules: It’s not just what to say; it’s what not to say.

Speakers:
Sara L. Hall, ALSAC/St. Jude Children's Research Hospital (United States)
Charles M. Watkins, Webster, Chamberlin & Bean (United States)
Karen Hughes White, ALSAC/St. Jude Children's Research Hospital (United States)

3:30 pm–4:45 pm 

Getting Involved with INTA: How a Leadership Role Can Define Your Career Path

During this informative and interactive workshop, hear past and present INTA leaders discuss the diverse and valuable benefits associated with your involvement in INTA.  Gain insight, learn new tips and understand best practices on acquiring the tools needed to become a leader within INTA, the IP community and your professional environment.

Moderator:
Barry Cohen, Royer Cooper Cohen Braunfeld LLC (United States)

Speakers:
Jay Michael Burgett, Norvell IP llc (United States)
Peter Dernbach, Winkler Partners (Taiwan)
Ruby A. Zefo, Intel Corporation (United States) 


Learn more about this session! Listen to a podcast featuring members from INTA's 2013 Leadership Development Committee.

4:00 pm–5:00 pm 

Pre-Reception Get-Together in Exhibition Hall

Enjoy cocktails and refreshments with the Exhibitors before attending the INTA Welcome Reception.

5:00 pm–7:00 pm 
Welcome Reception

Welcome to Dallas!  Join us for a cocktail reception and networking opportunity as INTA welcomes Annual Meeting attendees. 
 

 Monday, May 6

 
7:30 am–5:00 pm 
Registration and Hospitality  
8:00 am–10:00 am 
Continental Breakfast 

Join us for breakfast at the Omni before the Opening Ceremonies and Keynote Address.  Breakfast will also be served in the Hospitality Area. 
8:30 am–5:00 pm 
Tours
8:45 am–10:00 am 

Opening Ceremonies and Keynote Address

Welcome
Mike Rawlings, Mayor of Dallas, TX (United States)

INTA CEO’s Address
Alan C. Drewsen, International Trademark Association (United States)

2013 INTA President's Address
Toe Su Aung, BATMark Limited (United Kingdom)

2013 Annual Meeting Project Team Co-Chairs
Joseph J. Ferretti, PepsiCo, Inc./Frito-Lay, Inc. (United States)
Purvi Patel, Haynes and Boone, LLP (United States)

Keynote Address
Jerry Jones Owner, President and General Manager of the American Football Franchise the Dallas Cowboys

Jerry Jones is responsible for guiding the U.S. national football team the Dallas Cowboys to numerous Super Bowl victories and bringing unprecedented results and success in the areas of sports marketing and promotion to one of the world’s most popular sports entities. His efforts have created a vivid imprint on the landscape of the National Football League (NFL) and the American sports culture.

10:00 am–4:00 pm
Exhibition Hall
10:15 am–7:00 pm 
Academic Day (for Professors)
10:15 am–7:00 pm 
Career Development Day (for Students)
10:15 am–11:30 am 

GENERAL SESSIONS

CM01 Global Searching: How to Find a Needle in a Haystack
Beginner to Intermediate Level

Indentifying a suitable trademark that can be registered and used in all countries of the world or just a specific region becomes increasingly challenging given overcrowded trademark registries, numerous unregistered but used trademarks, languages using different characters and the Internet.  Expert speakers will focus on strategies to overcome issues like limited budgets and trademark staff and will share tips on creating a balanced approach to global searching. 

Moderator:
Christian Schalk, Bayer Intellectual Property GmbH (Germany)

Speakers:
Larisa Colton, Colton Consulting (United States)
Estela Mariel De Luca, Moeller IP Advisors (Argentina)
Andreas Popper, naexasCompass (Japan)

CM02 Social Media: Sidestepping Problems & Pitfalls
Beginner to Intermediate Level

Speakers will share practical tips on handling various issues that are associated with the use of social media.  Using a hypothetical company with an active social media presence as a basis for this session, speakers will discuss:

  • Proactive measures that brand owners can take to prevent problems.
  • Issues dealing with privacy, confidentiality and defamation.
  • Human resource and ethical issues.
  • Trademark and copyright issues that arise in social media.
  • Tips on how to handle issues that may arise online.

Moderator:
Lisa Iverson, Neal & McDevitt, LLC (United States)

Speakers:
Janice Housey, Symbus Law Group, LLC (United States)
Timothy J. Lockhart, Willcox & Savage P.C. (United States)
Jeremy Roe, Anheuser-Busch Companies, LLC (United States)


CM03 Trademark Boundaries: Conflict and Cooperation in Legal Doctrine

Intermediate Level

This panel will discuss how trademark law blurs legal boundaries by overlapping with, or abutting against, other legal doctrines, including copyright, patent rights, publicity rights, and unfair competition.  Panelists will explore boundary problems with regard to both subject matter of trademarks and the scope of trademark rights. 

Moderator:
Megan Carpenter, Texas Wesleyan University School of Law (United States)

Speakers:
Dennis Crouch, University of Missouri School of Law (United States)
Dr. Emily Hudson, Oxford University (United Kingdom)
Mark McKenna, University of Notre Dame Law School (United States)


RM01 Regional Update: New Opposition Case Management in Australia and a Comparison to New Zealand and Hong Kong in Terms of Procedure and Outcomes

Intermediate to Advanced Level

Australia will introduce a new opposition case management system in April 2013. Learn about these radical changes and how you may need to modify your opposition and watching service strategy for Australia. The panel will compare the procedures with those in New Zealand and Hong Kong and examine strategies for evidence and case preparation across the three jurisdictions. The panel will also review how the same or similar cases have been decided in each jurisdiction and how different jurisdictions approach certain grounds of opposition. Speakers will also examine the Nature of Appeals of TMO decisions and the weight given to the Registrar's decision in Appeals.

Moderator:
Michael Wolnizer, Davies Collison Cave (Australia)

Speakers:
Benjamin J. Fitzpatrick, Victorian Bar (Australia)
Barbara Sullivan, Henry Hughes Patent & Trademark Attorneys (New Zealand)
Barry Joseph Yen, SKYS - So Keung Yip & Sin (Hong Kong SAR, China)

10:15 am–12:15 pm 
Committee Meetings
10:20 am–11:35 pm

ICANN Intellectual Property Constituency (IPC) Meeting

The Intellectual Property Constituency (IPC) is one of several constituencies of the Generic Names Supporting Organization (GNSO) of ICANN. The IPC is charged with the responsibility of advising the ICANN Board on policy issues relating to the management of the Internet domain name system (DNS). INTA is a founding member of the IPC.

10:30 am–11:30 am 
Speed Networking 
10:30 am–4:00 pm
 
Red Cross Blood Donor Drive


INTA has partnered with the American Red Cross to host its second annual blood drive. This event will be hosted in the back of the Exhibition Hall in a semi-private area. INTA will provide beverages and snacks to those who participate.

Want to know if you're able to give blood? Review the donor eligibility guidelines.

To participate in the Blood Donor Drive please visit RedCrossBlood.org
Learn more and schedule your appointment.

11:45 am–1:00 pm 

CONCURRENT SESSIONS

CM20 Do We Have Launch? Assessment of the New gTLD Program
Intermediate to Advanced Level

The launch of the new gTLD domain registries is rapidly (or perhaps not rapidly enough for some) approaching, with ICANN nearing the end of its initial reviews. While the content of this session may change somewhat to reflect up-to-the minute developments, brand owners, registry operators and registrars will assess:

  • How the evolving gTLD space is creating opportunities for market participants and how receptive the market may be to these models.  Disputes that have arisen over these models and what it means for brand owners.
  • The impact of the new gTLDs on ICANN and its governance structure. 
  • How ICANN should monitor and enforce new contractual obligations in a 1,000+ gTLD world.
  • The potential for a secondary market in TLD registries and/or applications.

Moderator:
Adam Scoville, RE/MAX, LLC (United States)

Speakers:
Adam Scoville, RE/MAX, LLC (United States)
Stephane Van Gelder, NetNames and Stéphane Van Gelder Consulting
Nick Wood, Com Laude (United Kingdom)


CM21 The Functions of a Trademark and Their Impact on Protection
Advanced Level
 
In a series of rulings, the Court of Justice of the European Union (CJEU) introduced an additional requirement to find for trademark infringement—one or more of the protected trademark functions should be harmed. Depending on the infringement article invoked, different functions play a role. The case law is still developing as the CJEU keeps defining new functions, new applications of those functions and their scope in practice. For practitioners, it is impossible to establish the protection a trademark enjoys within the European Union without thorough knowledge of this case law.

In this session, the speakers will take a closer look at recent CJEU cases (including Interflora, Budweiser, etc.) and discuss:

  • How the CJEU 's theory on function works.
  • How the functions relate to the different statutory requirements.
  • The way the CJEU identifies and defines the functions and determines when these are adversely affected.
  • Whether the CJEU has set too high a standard in cases of double identity (art 5(1)(a) TMDir/9(1)(a) CTMReg).
  • The effect in practice and borderline situations (including online use).

Moderator:
Tobias Cohen Jehoram, De Brauw Blackstone Westbroek N.V. (Netherlands) 

Speakers:
Jacques de Werra, University of Geneva (Switzerland)
Ulrich Hildebrandt, Lubberger Lehment (Germany)
Marie-Christine Janssens, KU Leuven (Belgium)

CM22 Tricks of the Trade for Trademark Administrators
Beginner to Intermediate Level

Busy trademark administrators and paralegals are often looking for the most effective ways to serve clients, stay on top of work responsibilities, impress supervisors and further their chances for advancement—all at the same time!  Veteran trademark professionals will provide common-sense steps on everything from self-organization to maximizing your time to minding the bottom line.  Topics to be covered will include:

  • Time management and preparing for your day.
  • Use of forms and docketing tips and tricks.
  • Relationship management and working with vendors.
  • Using INTA resources and other helpful websites.
  • Working remotely—being a digital nomad.

Moderator:
Grace Jennings, Wong Cabello (United States)

Speakers:
Barbara Barron Kelly, Corsearch (United States)
Max Harrison Millican, Dell Inc. (United States)

CM23 Fluid Marks: Consistency Is Key—or Is It?
Intermediate Level

When it comes to brand and logo usage, trademark practitioners have traditionally been taught the mantra of "consistency, consistency, consistency."  Whereas more often than not, marketing professionals are pushing for change and innovation, allowing the adaptation of logos to relate to promotions, events and even holidays—sometimes just for the sake of innovation. 

What are the risks and rewards of allowing fluidity in logo usage?  How can we allow adaptation while protecting the core brand?  How much change is too much change?  A panel of experts will address theoretical and practical issues involving brand fluidity, from United States and European Union perspectives.
 
Moderator:
Martha Kimes, GoDaddy.com, LLC (United States)

Speakers:
Terri Chen, Google (United States)
Lisa Pearson, Kilpatrick Townsend & Stockton LLP (United States)
Flip Petillion, Crowell & Moring LLP (Belgium)

12:00 pm–1:00 pm 
Speed Networking
1:15 pm–3:15 pm  
Committee Meetings
1:15 pm–3:15 pm  
Luncheon Table Topics
1:15 pm–3:15 pm 
Past Presidents Luncheon
(By invitation only) 
1:30 pm–2:30 pm 
Speed Networking
3:00 pm–4:00 pm 
Speed Networking
3:00 pm–4:30 pm 
Press Reception
(By invitation to press representatives only)

This reception will give members of the media an opportunity to meet with key INTA staff as well as the INTA president, Toe Su Aung, BATMark Limited (United Kingdom).
3:30 pm–4:45 pm 

CONCURRENT SESSIONS

CM50 “I Know It When I See It”—Do Ambush Marketing Laws Go Too Far?
Beginner to Intermediate Level

In the wake of the 2012 London Olympics, the general public has become more familiar with the term ambush marketing. In this session, speakers will aim to define this concept, along with all of its manifestations, and take a fresh look at what the controversy is all about by exploring where the “evils” may really lurk.
 
Moderator:
Mona A. Lee, Hanol Law Offices (South Korea)

Speakers:
Steve Bernstein, Bernstein-Rein (United States)
Sahira Khwaja, Hogan Lovells International LLP (United Kingdom)
Jaime Lemons, Nike, Inc. (United States)

CM51 The Ethics of Trademark Bullying
All levels

The concept of “trademark bullying” has been a hot topic recently and complaints of overly aggressive intellectual property enforcement are not new.  But recently, legislation has been proposed to curb trademark bullying and the USPTO (with INTA’s participation) has issued a report on the perceptions within the trademark community about the issue.

This panel of in-house and outside counsel will delve into the ethics of the issue and will examine the interplay between trademark bullying and professional responsibility rules.  Speakers will look at the applicable bodies of ethics law and attempt to answer the question of when zealous representation crosses the line into unethical conduct.

Moderator:
Jason M. Vogel, Kilpatrick Townsend & Stockton LLP (United States)

Speakers:
Rebecca Gibbs, American Eagle Outfitters, Inc. (United States)
Stephen Jadie Coates, Amazon.com, Inc. (United States)



CM52 Green, Clean and Powerful: The Impact of Corporate Social Responsibility (CSR) on Trademarks and Brands
All Levels

Sustainability—good for the world and good for your brand?  Representatives from companies with well-known brands will explain and discuss how Corporate Social Responsibility (CSR) has become an important trademark quality and is shaping consumer recognition and value of brands. The panel will also provide insights on how a company’s CSR commitment changes its brand protection, maintenance and policing standards and activities. Is CSR a turning point for future brand strategy or just short-lived hype?

Moderator:
Iris Gunther, Lapointe Rosenstein Marchand Melancon LLP (Canada)

Speakers:
Ana Luiza Machado Alves, Natura Cosmeticos S.A. (Brazil)
Katrina Burchell, PPR (France)
Victoria Wisener, Virgin Enterprises Limited, London, Geneva Branch (Switzerland)

IM50 Industry Breakout: Going Big: How Luxury Brands Grow Big Without Diluting Their Cachet
Intermediate Level
 
Is bigger always better?  Myriad pitfalls and traps beyond the obvious can befall growing luxury brands.  A major one is how do you grow big without losing luster?  Do you look to licenses?  Do you segment the market?  What about overflow to outlets?  This well-rounded panel of in-house counsel, outside counsel and a marketing executive will discuss how luxury brands can grow BIG - whether in name, sales, or both. 

Big topics to be discussed will include:

  • How do you reach a mass market without harming the brand?  Do you even want to?        
  • How do luxury brands manage outlet sales?  How do you confront third party outlet issues? More importantly, how do you manage your own outlet sales without damaging the brand?  
  • Retail and wholesale: how do you manage both?    
  • You've finally made it—you’ve got a ubiquitous luxury brand.  How do you address name-checking?  When is it no longer flattering but infringing? 
  • Luxury brands are mentioned repeatedly in pop culture and music.  What can luxury brands do to stop that?  Do they want to?

Moderator:
Christopher Turk, The H.D. Lee Company, Inc. (United States)

Speakers:
Nicholas Bolter, Edwards Wildman Palmer UK LLP (United Kingdom)
Aaron Carpenter, The North Face (United States)
Stuart Seltzer, Seltzer Licensing Group (United States)

3:30 pm–5:30 pm 
Committee Meetings
5:15 pm–7:15 pm 

Academic and Young Practitioner Happy Hour

Don’t miss this excellent networking opportunity for law and paralegal students, practitioners new to trademark law, professors and adjunct professors to discuss, over cocktails, interesting new trademark law developments.

5:30 pm–6:30 pm 

India Reception
(By invitation only)

This reception provides attendees from India with an invaluable opportunity to chat informally and to network among colleagues who share similar opportunities and challenges in doing business in India. This reception provides an opportunity to meet with INTA’s India Representative and other INTA Staff. Other invitees will include INTA Officers, past speakers from the India Forum and India Project Team members. 

6:00 pm–7:30 pm 

China Reception
(By invitation only)

At this reception, Chinese-speaking attendees will enjoy an invaluable opportunity to chat informally and network with colleagues who share similar opportunities and challenges in doing business in China, and meet with INTA’s China Representatives and INTA Staff. 

6:00 pm–7:00 pm 

Non-Profit Organization Reception
(Open to Non-Profit attendees only)

Come and mingle with friends and colleagues from the Non-Profit community. 

6:00 pm–7:30 pm 

INTA Political Action Committee (PAC) Reception
(By invitation only)

Join the International Trademark Association Political Action Committee (INTA PAC) Board of Directors at this reception. The requested minimum contribution of US $200 for this event will be used to support the campaigns of federal candidates identified by the INTA PAC Board as having shared interests with the trademark community. INTA accepts major credit card and both personal checks and those drafted from non-corporate INTA member firm accounts. All checks shall be made payable to INTA PAC. Only non-corporate, non-reimbursed contributions to INTA PAC may be accepted. Contributions to INTA PAC are not deductible for income tax purposes. In the event you would like to contribute before the reception or you are unable to attend, visit the INTA PAC website to donate online. Learn more about INTA PAC here.

9:00 pm–11:30 pm 
President’s Dessert Reception
(By invitation only) 
 

 Tuesday, May 7

 
7:30 am–5:00 pm 
Registration and Hospitality
8:00 am–10:00 am 

Continental Breakfast in the Exhibition Hall

Attention: Non-Profits and Those Who Represent Them — Stop by for breakfast and join in on the conversation!

Trademarks and non-profits are not mutually exclusive. The Non-Profit Committee invites you to come and discuss topics of interest that your non-profit or your non-profit clients may face. Share your ideas and other branding considerations both for-profit and non-profit clients must consider when promoting a cause.

8:00 am–10:00 am 
Committee Meetings
8:00 am–10:00 am 
Breakfast Table Topics
8:30 am–10:00 am 

INTA Roundtable Hosts Breakfast
(By invitation only)

The Roundtable Hosts Breakfast honors the hosts of INTA roundtables taking place between June 2012 and May 2013. The Association is grateful to the many volunteers who have contributed to the Roundtable Program’s success. 

8:00 am–4:00 pm 
Tours
10:00 am–4:00 pm 
Exhibition Hall 
10:30 am–11:30 am 
Speed Networking
10:00 am–12:00 pm 

Association Brunch
(By invitation only)

The Association Brunch provides an excellent opportunity for leaders of IP associations, INTA Officers and Staff throughout the world to network and benchmark with one another. 

10:15 am–11:30 am 

CONCURRENT SESSIONS

CT01 Champagnes, Cognacs, Rices, Teas and Beers—What's New in Trademarks and Geographical Indications
Intermediate Level

Much has happened since the TRIPS Agreement put geographical indications (GIs) firmly on the global map of intellectual property protection 18 years ago. The courts and tribunals have heard many disputes between the holder of trademarks and GIs and about the theft of place names; treaties have been negotiated dealing with the clawback of so-called generics; papers have been presented as well as legislation proposed dealing with the prevention of the abuse of cultural heritage. 

While these topics still cause much debate and litigation, the world of GIs has moved on.

Join this session and learn about the current state of GI protection as well as GI vs. TM conflicts. Ask and discover the shortcomings of current protection systems and their benefits.  Become familiar with tomorrow's issues and battlegrounds:

  • Is there light at the end of the tunnel for a global GI register?
  • Are passing off or unfair competition adequate causes of action to protect GIs in countries without sui generis legislation?
  • Can or should collective and/or certification marks be used to protect GIs?
  • How can conflicts between GIs and trademarks be resolved?
  • Does a new Lisbon Agreement pose a threat or a promise to the international IP Community?

Moderator:
Stephen Stern, Corrs Chambers Westgarth (Australia)

Speakers:
Burkhart Goebel, Hogan Lovells International LLP (Spain)
Rajendra Kumar, K & S Partners (India)
Paolo Perani, Perani & Partners (Italy)

CT02 The Finances of Litigation: No Accounting Degree Required
Intermediate to Advanced Level

This panel will take a unique approach to looking at finances of litigation for various trademark actions, from both an in-house and outside counsel perspective. Our expert panelists will address, from a business perspective, some of the issues that inside counsel face when trying to budget for such actions while also helping outside counsel understand the issues in-house counsel face.  We will also look at unique approaches to saving costs and working with outside counsel and expert witnesses on budget restraints. 

Topics will include:

  • Setting a vision for enforcement of key brands.
  • Setting and following a litigation budget including the budgeting process, monthly burn rates, “not to exceed” language, fixed fees and communication of changes in scope.
  • Trends in litigation funding and financing including working with litigation funds, success fees, discounting trends, preferred provider agreements and volume discounting.
  • Potential damages and return on investment including early case assessments, dealing with limited discovery, damages methods—lost profits, disgorgement of profits, reasonable royalties and dilution of brand value.   

Moderator:
Geri Lynn Mankoff-Elias, Fifth & Pacific Companies, Inc. (United States)

Speakers:
Joshua J. Burke, General Mills, Inc. (United States)
G. Roxanne Elings, Davis Wright Tremaine LLP (United States)
Basil Imburgia, FTI Consulting (United States)
Susan M. Natland, Knobbe, Martens, Olson & Bear, LLP (United States)



IT01 Industry Breakout: Trademarks in the Cloud
All Levels

Cloud technology is playing a transformative role in the way companies operate today. Cutting-edge legal and practical issues abound from the emergence of new businesses and utilization through app developers, manufacturers, service providers and telecommunications carriers. This session will dive into the legal and practical effects on brand owners, smart brand protection programs, effective trademark enforcement strategies, and privacy issues in the ever-complex world of cloud technology.

Moderator:
Dana Brown Northcott, Amazon.com, Inc. (United States)

Speakers:
David J. Cho, AT&T Services, Inc. (United States)
Alica Del Valle, salesforce.com, inc. (United States)
Sanjiv D. Sarwate, Dell Inc. (United States)


RT01 Regional Update: What’s New at OHIM and the CJEU?  An Update on European Union Trademark Law

Advanced Level

Join our experienced panel of speakers for a high-level discussion of the recent developments that have shaken the foundations of law in the European Union.  What is the final position on genuine use of a Community Trade Mark in the European Union, for revocation purposes?  How will this change filing strategies?  We have an answer from the CJEU on class headings, but what does it mean and how has it been interpreted in practice by trademark offices?  Find out what changes are expected from the proposals to reform European trademark law, along with other hot topics in the region.

Moderator:
Niamh Hall, FRKelly (Ireland)

Speakers:
Ellen Gevers, Knijff Trademark Attorneys (Netherlands)
Christian Rohnke, White & Case LLP (Germany)

11:45 am–1:00 pm 

CONCURRENT SESSIONS

CT20 Retweet, Repost and Repin: How Do Brands Get Their Message Out and whose Content Is It Anyway? 
Intermediate Level

We’re all familiar with the explosion of social media and how it can propel a brand through the Internet's stratosphere. Websites such as Facebook have been a goldmine of marketing information about brands in many formats, including logo and content use, music, etc, but what happens when this content is repinned or retweeted elsewhere on the Internet?  Whose content is it then, when is it considered a "copy," which terms of use apply, or is it just a link?  Come hear how famous brand owners use social media to propel a brand, and how that reposted media is viewed under the law in various platforms.

Moderator:
Judy Branzelle, Goodwill Industries International Inc. (United States)

Speakers:
Traci Berry, Goodwill Industries International Inc. (United States)
Christopher Chaudoir, Chevron Corporation (United States)
Gina Durham, DLA Piper LLP (United States) 
 

CT21 Trademark Litigation in the International Arena: The Best of Each System
Advanced Level

In an increasingly globalized world, Intellectual Property professionals need to develop effective strategies to manage international litigation and find the best way to secure evidence.  Learn from experienced trademark counsel as they explore how to use U.S. discovery proceedings beyond the United States and discuss the ins and outs of jurisdiction and forum shopping.
 
Speakers analyzing an international trademark dispute involving South America, the U.S. and Europe will focus on how to gather evidence by means of discovery or disclosure in trademark conflicts.  This interactive presentation will also cover applicable national legislation and international treaties and include such topics as:

  • How to gather evidence in the U.S. by means of an ex-parte discovery proceeding to support foreign litigation.
  • Jurisdiction issues in relation to a European injunction and other options to establish jurisdiction in the EU to secure evidence to prove bad faith.
  • Counterclaims or invalidity actions before OHIM and case law relating to bad faith from the General Court and OHIM.

Moderator:
Iris V. Quadrio, Marval, O’Farrell & Mairal (Argentina)

Speakers:
Roland Mallinson, Taylor Wessing (United Kingdom)
Andreas Renck, Hogan Lovells (Alicante) SL y Cia. (Spain)
Fernando Triana, Triana, Uribe & Michelsen Ltda. (Colombia)



IT20 Industry Breakout: Food Explosion
Beginner Level

Food is all around us, and food is definitely bigger in Texas.  Explore the world of food from a non-FDA perspective and join us as we discuss the key areas where food and trademarks intersect.  Speakers will discuss challenges and opportunities for brand protection and enforcement when a television host or celebrity chef creates his or her own brand.  The panelists will also share their thoughts on the more recent food service expansion and the role that social media has played.  

Topics to be covered include:

  • The television host or celebrity chef’s interests vs. the company’s interests.
  • Media presence via television, reality shows and the Internet to expand brands.
  • Cookbooks and magazines.
  • Endorsements.
  • Traditional restaurants vs. mobile services such as food trucks, mobile restaurants, kiosks, and pop-up stores.
  • Effect of social media and apps on reservations, food delivery and locations.
  • Potential trade dress or trademark issues with briefly used or easily changed names of vendors.

Moderator:
Margaret Jaklitsch, Scripps  Networks Interactive (United States)

Speakers:
Julia Spoor Gard, Barnes & Thornburg LLP (United States)
Nicolette Hudson, Express, LLC (United States)
Monique Cheng Joe, NBCUniversal Media, LLC (United States)



RT20 Regional Update: Liabilities of ISP and ICP in Asia
Intermediate Level

The immense growth in the use/misuse of the Internet imposes pressure on the legal community to speed up the legislative process for putting statutory provisions in place to cover general and/or specific responsibilities of Internet Service Providers (ISPs) and Internet Content Providers (ICPs). Speakers from different Asian jurisdictions will discuss the current status of the enactment of statutory provisions setting the availability of potential liabilities and exceptions such as “safe harbor” provisions. There will also be a discussion on recent cases showing the attitude of courts.

Moderator and Speaker:
Annie Siu Ting Tsoi, Deacons (Hong Kong SAR, China)

Speakers:
Joyce I. Ho, Tsar & Tsai Law Firm (Taiwan)
Chung Nian Lam, Wong Partnership LLP (Singapore)

12:00 pm–1:00 pm
Speed Networking
12:00 pm–4:00 pm 
 

Unreal Campaign: Student Engagement Program

The Unreal Campaign will host its second annual student engagement program at INTA’s Annual Meeting. Students from local Dallas high schools will attend and receive hands-on education about counterfeiting issues and their harmful impact on society and public health. Students will hear from guest speakers including representatives from brand owners and law enforcement and the program will also include an interactive demonstration using genuine and fake items donated by INTA members.
 
Unreal is an INTA-sponsored initiative to raise awareness of the harms of counterfeiting and value of trademarks to teens. For more information, visit www.inta.org/unrealcampaign or the campaign’s website targeted at teens at www.unrealcampaign.com.

This program is designed for high school students, however, INTA will reserve a small section for INTA observers. Please contact Sharon Aguayo at saguayo@inta.org if you wish to attend or have questions.

1:15 pm–3:15 pm 
Committee Meetings
1:15 pm–3:15 pm 
Luncheon Table Topics
1:30 pm–2:30 pm 
Speed Networking
3:00 pm–4:00 pm 
Speed Networking 
3:30 pm–4:45 pm 

CONCURRENT SESSIONS

CT50 Mediation Under the Spotlight: What You Need to Know and More
Beginner Level

Receive an overview of the key aspects of mediation as a commercial tool for resolving conflicts.  In an engaging session with ample opportunity for questions, international speakers will address a number of issues from different perspectives, including:

  • The main commercial drivers for embarking on mediation.
  • The key ingredients for a successful mediation—what works and what doesn’t work as the process unfolds.
  • The pros and cons of mandatory mediation.
  • An opportunity to hear about OHIM’s mediation service.

Moderator:
Jonathan Clegg, Cleveland (United Kingdom)

Speakers:
Martin Chajchir, Marval, O'Farrell & Mairal (Argentina)
Julio Laporta, OHIM (Spain)
Peter Moody, BrookStreet des Roches LLP (United Kingdom)


CT51 Pro Bono Advocacy and Aggressive Trademark Litigation Practices…Connecting the Dots
Beginner Level

Focusing on the importance of, as well as, the opportunities and challenges in providing pro bono legal services in the trademark area, panelists will offer different perspectives on issues such as:

  • Identifying suitable clients who are in need of pro bono trademark services.
  • How the USPTO and INTA can advance the cause of pro bono.
  • Addressing challenges that private law firms (large and small) face in accepting pro bono trademark representations.
  • How brand owners perceive pro bono representation of would-be infringers.

Moderator:    
Brian O’Donnell, Kilpatrick Townsend & Stockton LLP (United States)

Speakers
Michael Baird, United States Patent and Trademark Office (United States)
Richard B. Biagi, Neal & McDevitt, LLC (United States)
William H. Brewster, Kilpatrick Townsend & Stockton LLP (United States)
Tom Day, Bugles Across America (United States)
Vineeta Gajwani, Electronic Arts Inc. (United States)



CT52 Think Big!  Leadership Ethics and Personal Responsibility
Intermediate Level

Get ready to be inspired to become a better-rounded professional as you are refreshed on the rules regarding your duties to clients, to yourself and to the community.  The presenters will encourage you to think big about how the ethics rules can shape your professional life, and you will learn how to become an ethical leader who is involved in and admired by your community.

Moderator
James McCarthy, McDonnell Boehnen Hulbert & Berghoff LLP (United States)

Speakers:
Michael S. Metteauer, Fulbright & Jaworski LLP (United States)
Paul W. Reidl, Law Office of Paul W. Reidl (United States)

CT53 New gTLDs: Brand Strategies in Cyberspace
Intermediate Level

An historical experimental expansion of the Internet’s Domain Name System (DNS) has been under consideration by the Internet Corporation for Assigned Names and Numbers (ICANN) since 2005, and is now under implementation—with many hundreds of applications for new generic top-level domains (new gTLDs) pending delegation to the evolving Internet eco-system.

Attend this newly added session to receive best practices, insights, and strategies for building and securing your brand equity and shaping the ongoing evolution of cyberspace from a variety of perspectives.  Speakers will cover topics that will include:

  • Brand strategies for an Internet ecosystem with thousands of Top-Level Domains.
  • Receive the latest developments on the introduction of new gTLDs.
  • Views of Governments / Non-Governmental Organizations.
  • Insights on the Trademark Clearinghouse (TMCH) and Rights Protection Mechanisms.

Moderators:
Claudio Di Gangi, INTA (United States)

Speakers:
John Berryhill (United States)
Kristine Dorrain, National Arbitration Forum (United States)
Vicky Folens, Deloitte (Belgium)
Kristina Rosette, Covington & Burling LLP (United States)
Amy A. Stathos, ICANN (United States)

 

RT50 Regional Update: Africa
Intermediate Level

Over the past 10 years, Africa has experienced rapid and significant development, on both economic and legislative fronts, but challenges still remain.  Panelists will discuss issues of importance such as the development of various IP laws, the organization of IP Offices, Madrid Protocol and developments in case law, as well as counterfeiting, enforcement and brand protection issues in Africa.

Moderator:
Simon Brown, Adams & Adams (South Africa)

Speakers:
William I. Maema, Iseme, Kamau & Maema Advocates (Kenya)
Uche Nwokocha, Aluko & Oyebode (Nigeria)
Darren Olivier, Adams & Adams (South Africa)

3:30 pm–5:30 pm 
Committee Meetings
5:00 pm–7:00 pm 

In-House Practitioners Reception
(Exclusive to in-house practitioners only)

Join your fellow in-house practitioners and corporate trademark professionals for cocktails and light refreshments during this exclusive networking opportunity.

6:00 pm–7:00 pm 

Government Officials Reception
(By invitation only)

Join INTA’s leadership and government officials from around the world for a reception to thank these officials for their dedication and support of the trademark community. This reception provides an opportunity for officials to share information and best practices with their colleagues in the trademark community.

 

 Wednesday, May 8

 
7:30 am–2:00 pm 
Registration 
7:30 am–4:00 pm 
Hospitality 
8:00 am–10:00 am 
Continental Breakfast in the Exhibition Hall 
8:00 am–10:00 am 
Committee Meetings
8:00 am–10:00 am 
Breakfast Table Topics
8:30 am–4:00 pm 
Tours
10:00 am–2:00 pm 
Exhibition Hall 
10:15 am–11:30 am 

CONCURRENT SESSIONS

CW01  Annual Review of U.S. Federal Case Law and TTAB Developments
Advanced Level

Plan to attend this INTA annual favorite for a concise analysis of recent, major decisions rendered by the U.S. courts and the Trademark Trial and Appeal Board (TTAB) as reported in Vol. 103, No. 1 of The Trademark Reporter®.
   
Speakers:
Theodore H. Davis, Jr., Kilpatrick Townsend & Stockton LLP (United States)
John L. Welch, Lando & Anastasi, LLP (United States)

RW01 Regional Update: Latin America
Intermediate Level

This panel will focus on recent case law updates and hot topics in the region.  To ensure the latest information, topics will be selected as the meeting approaches, but might include:

  • Updates on the Madrid Protocol.
  • International Classification of Products.
  • Secondary meaning.
  • Border measures.
  • Trademark notoriety.

Moderator:
Jorge Otamendi, G. Breuer (Argentina)

Speakers:
Luiz Henrique O. do Amaral, Dannemann Siemsen Bigler & Ipanema Moreira  (Brazil)
Roberto Arochi, Arochi, Marroquin & Lindner, S.C. (Mexico)
Rodrigo Velasco, Alessandri & Compania (Chile)
María del Pilar Troncoso, Troncoso Y Caceres (Dominican Republic)

10:30 am–11:30 am 
Speed Networking
11:45 am–1:00 pm 

CONCURRENT SESSIONS

CW20 Jurisdiction Issues and the Internet
Beginner to Intermediate Level

Over the past few years, trademark owners have faced significant legal issues in Internet-related cross-border transactions and infringement cases. Although lawmakers have been trying to close some gaps in national legislation, brand owners often find themselves having to continue to deal with jurisdictional issues when enforcing their exclusive rights.

During this session, the panel will provide an overview of legislative initiatives taken in certain key jurisdictions (in particular emerging markets), recent case law and practical recommendations for effective brand protection and enforcement in an online environment.

Moderator:
Bart Lieben (Belgium)

Speakers:
Rodrigo Azevedo, Silveiro Advogados (Brazil)
Tanja De Coster, eBay Inc. (United States)
Erik Wilbers, World Intellectual Property Organization (WIPO) (Switzerland)

CW21 Plain Packaging: What's Left in a Brand?
Advanced Level

Regulations are increasingly eroding intellectual property rights leading, in the extreme, to expropriation of rights. A recent example is the legal requirement of plain packaging for tobacco products in Australia, allowing only the brand name to be displayed in a standardized font and size on standardized packaging. The trend to restrict trademark usage is not limited to the tobacco industry but is affecting a broader range of industries such as pharma, food and beverages as well. This panel will discuss how regulations are restricting branding in several industries and its implications for brand development and legal strategies.

Moderator:
Carla Michelotti, Leo Burnett Worldwide (United States)

Speakers:
James Davidson, Polsinelli Shughart PC (United States)
Richard Gilbey, Gilbey Legal (France)
Sarah Matheson, Allens (Australia)


CW22 Doing Business in China
All Levels

INTA Annual Meetings are the place to be for business development, meeting with colleagues and clients to advance business activities as well as receiving top-level education.  With the 2014 Annual Meeting around the corner, it is not too early to pick up tips on making contacts during the Annual Meeting to build your business in the China region and justify your attendance in Hong Kong.   Attend this session to learn more about the 2014 Annual Meeting and the destination of Hong Kong, and let practitioners experienced in working with Chinese clients share information concerning cultural business customs and practices to help you make a good impression and expand your business contacts. 

Speakers:
Xuemin Chen, Zhongzi Law Office (China)
Zhen Feng, Hogan Lovells (Shanghai)  Intellectual Property  Service Co. Ltd. (China)
David Stone, Simmons & Simmons LLP (United Kingdom) 

RW20 Regional Update: Combating Against Look-alikes in Turkey and India
Advanced Level

Look-alikes of original goods and packaging are probably the biggest problem facing fast moving consumer goods (FMCG) in today’s world.  This panel will focus on the laws and practices in relation to the protection of product shapes and packaging as well as trade dress concepts in India and Turkey. 

Availability of legal remedies, including injunctions, shall be discussed, with examples presented from current look-alike infringement cases.  The panel will strive to help brand owners understand the scope of protection in Turkey and India and review their strategies in combating against look-alikes.

Moderator:
Kate Pickering, Red Bull (United Arab Emirates)

Speakers:
Ugur Aktekin, Mehmet Gün & Partners (Turkey)
Gunjan Paharia, ZeusIP (India)

12:00 pm–1:00 pm 
Speed Networking
1:15 pm–2:15 pm 

2014 Annual Meeting Reception: Discover Hong Kong

Join us to learn more about Hong Kong and the highlights of the Annual Meeting in 2014.  

1:15 pm–3:15 pm 
Luncheon Table Topics  
7:00 pm–11:00 pm 
Grand Finale

Gilley’s Dallas 

Enjoy your final night of the 2013 Annual Meeting at Gilley’s and get a real taste of Dallas culture!