All prices listed reflect United States Dollars (USD). 

Payment for our event registration is by credit card only and through our online system Payment is due at the time of registration, and all transactions are subject to a 3.3% processing fee.

• All individuals within a member organization attending an INTA event are expected to register for the event and wear their official event badge, including INTA-related offsite events.
• Continued committee participation requires that everyone at the organization level respect this policy.
• If any individual from a member organization attends an event without proper registration and a badge, all committee members from that organization may be removed from their committee assignments.

See updated event policies here

We encourage you to review our Event Policies, which apply to all INTA events.

To request a credit for the Leadership Meeting, please submit your request to INTA Member Operations stating in detail the reason for the credit request.

Full credits for the registration fee will be issued for requests shared with the INTA Member Operations team requested by Monday, October 19, 2026, 11:59 pm (U.S. Eastern Time).

No credits of registration fees will be given beyond Tuesday, October 20, 2026, 12:00 am (U.S. Eastern Time).

Your base registration for the 2026 Leadership Meeting is transferable to another person affiliated with your umbrella member organization. Add-on business development activities for the Leadership Meeting are transferable to any other person registered for the 2026 Leadership Meeting.

To facilitate the registration substitution process, please submit your Substitution Request Form to INTA Member Operations, stating in detail the reason for the substitution and the person attending in your place. If you would like to transfer your add-on business development activity to another person, please contact INTA Member Operations.

All substitution requests must be submitted by Thursday, November 12, 2026, 11:59 pm (U.S. Eastern Time).

INTA has secured a block of hotel rooms at The Sheraton Phoenix Downtown at a special rate for registrants. Reservations are accepted only on a first-come, first-served basis until the room block is filled or no later than Monday, October 16, 2026, whichever is sooner.

You must register for the 2026 Leadership Meeting before you can reserve your hotel room within INTA’s block of discounted rooms. If you cancel your Leadership Meeting registration, your hotel reservation will also be cancelled.

Limited to one room per registrant.

Rates exclusively available to Leadership Meeting registrants.

Hotel Room Rate – Run of House: US $279.00*
*Additional person fee of US $20.00 per person per night for triple and quadruple occupancy.

Room rates are quoted exclusive of applicable state and local taxes in effect at the Hotel at the time of the Meeting (current sales tax rate is 13.07%–subject to change without notice).

HOTEL RESERVATION POLICY

• If you cancel three days or fewer prior to arrival, you will be charged the price of one night’s stay plus tax.
• If you fail to arrive at the scheduled time for your reserved stay without canceling, you will be charged the price of one night’s stay plus tax.
• If you depart the hotel earlier than expected, you will be charged the price of one night’s stay plus tax.
• Hotel check-in time is 4:00 pm and check-out time is 11:00 am.
• If you have special accommodation needs, please contact [email protected].

Hotel Photos
Restaurant List
Hotel Information

Set your sights on savings and elevate your travel experience with our exclusive discounts!

Once registered for the 2026 Leadership Meeting – find out about travel discounts here.

The Sheraton Phoenix Downtown is surrounded by restaurants, coffee spots, breweries, cocktail lounges, and rooftop bars within walking distance. Whether you’re grabbing a quick bite or heading out after sessions, explore the curated lists below for nearby options in downtown Phoenix.

• Local Restaurants
• Local Bars
• Visit Phoenix Downtown Map for Dining, Shopping, and Healthcare
• Visit Phoenix Downtown Map for Dining, Shopping, and Healthcare (PDF)

Visit Phoenix

8:00 AM–7:00 PM
Badge Collection and Onsite Registration

8:30 AM–9:30 AM
Board of Directors Breakfast (by invitation only)

8:45 AM–9:15 AM
Annual Meeting of Members

9:30 AM–4:00 PM
Board of Directors (by invitation only)

10:00 AM–11:30 AM
Training Law Students and Young Attorneys on Professional Judgment in an AI World

Presented by the Academic Committee

Artificial intelligence is transforming legal education and legal practice, creating new opportunities while raising important questions about the development of professional judgment. As AI becomes increasingly integrated into research, drafting, and decision-making, educators and practitioners must determine how to equip the next generation of lawyers with the critical thinking, ethical reasoning, and practical skills needed to succeed.

This interactive Idea Exchange will bring together academics and practitioners to discuss how law schools and employers are adapting to an AI-driven environment. Participants will explore the evolving role of professional judgment, the skills that remain uniquely human, and practical approaches for preparing future lawyers to use AI responsibly and effectively.

Moderator: Clarisse De La Cerda, Syracuse University, United States

Speakers:

• Sean Harrington, Arizona State University, United States
• Tyson Winarski, Arizona State University, United States
• Miriam Johnson, North Carolina Central University, United States
• Shubha Ghosh, Syracuse University, United States

10:00 AM–11:30 AM
AI Lab: Practical Prompting, Workflows, and Better Outputs
Presented by the AI and IP Certificate Project Team
This highly interactive AI Lab is designed for participants who want hands-on experience using AI in realistic IP and legal-workflow scenarios. Through live demonstrations, guided exercises, and collaborative activities, participants will explore practical prompting techniques, AI agents, workflow design, and output refinement. The session focuses on helping participants understand how AI can support day-to-day work while building confidence in applying these tools within their own organizations. Pre-registration is required (US$55 fee). 

Facilitated by: Chad Ergun, Chief AI & Technology Officer, Womble Bond Dickinson (US) LLP 

12:00 PM–1:00 PM
Board of Directors Meeting Luncheon (by invitation only)

12:00 PM–2:00 PM
Finance for Non-Finance Legal Professionals Certificate Program Workshop (Part 1)
Presented by the Commercialization of IP Committee
The Commercialization of IP Committee is proud to present the two-day Finance for Non-Finance Certificate Program in person at the 2026 Leadership Meeting. We encourage you to attend both days of the workshop to receive in-person instruction for all ten chapters of the Program.

2:30 PM–4:00 PM
From Technician to Trusted Advisor: How to Transform from IP Expert to Strategic Partner
Presented by the Professional Development Committee
This interactive Idea Exchange examines how IP professionals can evolve from technical experts into strategic business partners. Through facilitated discussion, participants will explore the capabilities that matter most in that transition, including business acumen, communication, relationship-building, and client-centered thinking. Designed for practitioners at all levels, the session offers practical perspectives and actionable takeaways to help participants strengthen their influence, deepen client trust, and remain relevant in a changing professional landscape.

3:30 PM–4:30 PM
First-Timers Social Hour

4:30 PM–6:00 PM
Welcome and Awards Ceremony

6:00 PM–8:00 PM
Welcome and Awards Reception

7:30 AM–6:30 PM
Badge Collection and Onsite Registration

8:00 AM–9:00 AM
Continental Breakfast

8:00 AM–10:00 AM
Finance for Non-Finance Legal Professionals Certificate Program Workshop (Part 2)
Presented by the Commercialization of Brands Committee
This second part of the Finance for Non-Finance Certificate Program continues the in-person workshop series at the Leadership Meeting. Participants are encouraged to attend both Part 1 and Part 2 to complete the full program curriculum. The Wednesday session (Part 2) covers the remaining chapters of the program, building on concepts introduced in Part 1 and focusing on applying financial principles to real-world IP and legal practice scenarios. Topics include advanced financial analysis, valuation concepts, and strategic decision-making tools relevant to legal professionals working with IP commercialization and brand management. As with Part 1, participants will have access to post-event online testing and recorded materials. Completion of all required assessments is necessary to earn the certificate and digital badge.

8:30 AM–10:00 AM 

Leadership Lab 

Presented by the Leadership Development Committee 

Join this interactive, think tank-style session to have candid conversations with fellow committee leaders about effectively leading and managing your committee. Hear valuable tips and share best practices on leadership expectations, managing committee objectives, and sustaining member engagement throughout the committee term. 

This session is open to 2026–2027 Committee Chairs, Vice Chairs, Subcommittee Chairs, and Project Team Leaders. 

9:00 AM–1:00 PM
Strategic Foresight Workshop for Board Leadership (by invitation only) 

9:30 AM–9:55 AM

Capsule Keynote | Inside the Mind of a Marketing Executive: Branding, Leadership, and Growth in Professional Sports

Join Tania Moreno, Senior Vice President of Marketing for the Arizona Cardinals Football Club, for an engaging fireside conversation exploring how leading organizations build, grow, and protect iconic brands. Drawing on her extensive experience leading marketing, brand, and audience engagement initiatives, Tania will share insights on brand strategy, leadership, fan engagement, and the evolving role of marketing in driving organizational growth and business success.

Speaker: Tania Moreno, Senior Vice President of Marketing, Arizona Cardinals Football Club (USA)

10:00 AM–11:00 AM
General Session 1 | Contracts Rewired: AI Clauses & the New Legal Deal

In 2026, nearly every major software contract now embeds AI provisions that quietly reshape risk allocation—often shifting accountability and IP exposure to customers. This session shows senior legal, procurement, and business leaders how to spot red flags across vendor MSAs, SaaS terms, and law firm engagement letters—and negotiate stronger protections. With a clear IP lens, panelists address ownership of AI inputs and outputs, training‑data use, trade secrets, licensing, and indemnities, alongside governance and liability frameworks. Delivered through a cross‑functional perspective, the discussion equips leaders to maintain control over AI use while capturing value. As AI drives efficiency, evolving alternative fee models further demand tighter alignment between IP risk, pricing, and service delivery.

Moderator: Lauren B. Emerson, Partner, Leason Ellis LLP (USA)

Speakers:

• Clark Lackert, World Trade Centers Association, World Trade Centers Association (USA)
• Irene Chang, IP Counsel, HP Inc. (USA) 
• Jennifer Mikulina, Partner at McDermott Will & Emery LLP (USA) 

11:15 AM–11:45 AM
Capsule Keynote 1

12:00 PM–1:00 PM
General Session 2 | Influence at a Price: Brand & Sponsor Accountability in Influencer Marketing

In a climate of intensifying U.S. regulatory scrutiny, brand owners and sponsors face unprecedented accountability in influencer marketing. With widespread failures to disclose paid partnerships spurring stricter advertising disclosure rules and enforcement, exposure extends across the marketing ecosystem. The influencer risk landscape now includes litigation such as a recent $500 million class action implicating brand sponsors. This session equips law firm attorneys with practical guidance to help clients manage influencer agreements, ensure advertising disclosure compliance, allocate risk among stakeholders (brands, agencies, and platforms), and secure IP rights in influencer content—safeguarding reputations through robust governance and accountability.

Moderator: Rachel Nicholas, Partner, Womble Bond Dickinson (US) LLP (USA)

Speakers:

• Caleb Jay, Vice President & General Counsel, Arizona Diamondbacks (USA)
• Annie Chian, Deputy Director, Bureau of Consumer Protection, FTC Bureau of Consumer Protection (USA)
• Jason Miller, Senior Director of Brand and Creative, Sun Devils Athletics Arizona State University (USA)

12:00 PM–1:30 PM
Leadership Bootcamp – The Human Advantage: Why Emotional Intelligence Matters More Than Ever

Presented by the Leadership Development Committee

In today’s fast-changing workplace, emotional intelligence is a key leadership advantage. This interactive bootcamp led by Executive Coach, Megan Broker, explores how leaders build trust, strengthen relationships, manage stress, and respond with greater intention under pressure. Through discussions, activities, real-world scenarios, and film clips, participants will gain practical tools they can apply immediately with clients and colleagues—and leave with fresh insight into the uniquely human skills technology cannot replace.

By invitation only.

1:00 PM–2:30 PM
General Lunch

Session-to-Table — New this year!
Immediately following select Wednesday and Thursday sessions, continue the conversation over lunch with Session-to-Table, a discussion-based extension of the session.
Join fellow attendees at designated tables to talk through what you just heard, exchange perspectives and explore how the ideas discussed may apply to your own experiences.
Each Session-to-Table discussion is connected to the session topic and includes discussion prompts to help attendees continue the conversation and share practical insights.
There’s no formal presentation or preparation required. The conversation is meant to be free-flowing, giving you the opportunity to ask questions, compare takeaways and hear different perspectives on the topic.
Session moderators and speakers will also be nearby and available to answer questions or provide additional perspective.
Look for the designated Session-to-Table area in the lunch room immediately following the session.

1:00 PM–2:30 PM
The Law Firm of the Future: Insights to Action
Presented by the Law Firm Committee
This interactive Idea Exchange explores the forces shaping the modern law firm and the leadership choices required to respond effectively. Participants will examine key insights from the Law Firm of the Future Report, discuss where firms are making progress and where challenges remain, and consider how client expectations, technology, and evolving business models are reshaping legal services. Through facilitated discussion and peer exchange, the session will surface practical strategies, common barriers, and role-specific takeaways participants can apply in their own organizations.

Speakers:

• Matthew D. Asbell, Partner, Lippes Mathias LLP (USA)
• Peter S. Sloane, Partner, Leason Ellis LLP (USA)

2:30 PM–3:30 PM
General Session 3 | Copyright Case Law Year in Review: What Brand Leaders Need to Know

In this must-attend annual review, brand and IP leaders get a concise, business-critical update on the year’s most impactful copyright case law worldwide, including the high-profile Cox Communications copyright infringement case. The session spotlights a select set of global trends—from pivotal rulings involving AI and fair use to key developments in licensing and enforcement—and goes beyond legal doctrine to show how these outcomes shape brand strategy. Expert insights translate complex case law into strategic guidance, helping senior counsel and brand executives understand what changed, why it matters, and how to incorporate these developments into brand protection and business decisions.

Moderator: Catherine Zaller Rowland, Vice President, General Counsel, Copyright Clearance Center, Inc. (USA) 

Speakers:

• Dr. Julian Waiblinger, Partner, Nordemann (Germany)
• Ben Sheffner, Senior Vice President & Associate General Counsel, Law & Policy, Motion Picture Association (USA)
• Regan Smith, General Counsel, News Media Alliance (USA)

2:30 PM–4:30 PM
INTA Board Alumni Idea Exchange (by invitation only) 

3:45 PM–4:45 PM
General Session 4 | Enforcement Strategy Today: Designs, Dupes & the Tools That Work

In a marketplace swamped by “dupe” culture—where roughly half of younger consumers admit to knowingly buying lookalikes of premium brands—brand distinctiveness is tested by a firestorm of imitation. High-profile legal battles are challenging retail giants over lookalike designs, highlighting the limits of traditional enforcement. For brand leaders, this session offers a strategic rebirth: how to adapt enforcement approaches to rise stronger against fast-moving copycats. Learn to leverage design rights, trade dress, and other tools in a coordinated, cross-border strategy that rebuilds control, restores exclusivity, and ensures your brand can emerge resilient from the flames of copycat competition.

Moderator: Kristina Montanaro Schrader, Anti‑Counterfeiting Team Leader, Adams & Reese, LLP (USA)

Speakers:

• Christine Casaceli, IP Compliance Lead Counsel, Temu (USA)
• Boriana Guimberteau, Partner, Stephenson Harwood AARPI (France)
• Kristi McIntyre, Executive Director, Patent Counsel & Head of Litigation, Bausch + Lomb (USA)

5:00 PM–6:00 PM
Current Board & Board Alumni Reception (by invitation only)

6:00 PM–7:30 PM
INTA Political Action Committee (PAC) Reception

7:30 AM–6:00 PM
Badge Collection and Onsite Registration

8:00 AM–9:00 AM
2027 President & Counsel Orientation

8:00 AM–9:00 AM
Continental Breakfast

8:30 AM–10:00 AM
Leadership Lab 2 

Presented by the Leadership Development Committee 

Join this interactive, think tank-style session to have candid conversations with fellow committee leaders about effectively leading and managing your committee. Hear valuable tips and share best practices on leadership expectations, managing committee objectives, and sustaining member engagement throughout the committee term. 

This session is open to 2026–2027 Committee Chairs, Vice Chairs, Subcommittee Chairs, and Project Team Leaders. 

9:00 AM–10:00 AM
INTA PAC Capitol Club Breakfast(by invitation only)

9:15 AM–10:15 AM
2027 Officers’ Meeting

10:00 AM–11:00 AM
The Brand Protection Playbook Is Broken: Meta and the Shift from Reactive to Proactive (Brought to you by Brand Safety Alliance)

Online brand abuse is becoming more sophisticated, more persistent, and more difficult to contain. As threat actors adapt faster than traditional enforcement models, many organizations are questioning whether reacting after abuse occurs is enough.

Join Tony Kirsch, Co-Founder of the Brand Safety Alliance, for a fireside conversation with Mia Brickhouse, Director, Head of Domains and Off-Platform Enforcement at Meta, as they discuss how brand protection strategies are evolving. Through real-world examples and practical insights, attendees will explore the limitations of reactive enforcement, the rise of preventative approaches, and why greater industry collaboration is essential to reducing abuse before harm occurs.

Speakers:

• Mia Brickhouse, Director, Head of Domains and Off-Platform Enforcement at Meta (USA)
• Tony Kirsch, Co-Founder of the Brand Safety Alliance (Australia)

11:15 AM–11:45 AM
Day 2 Capsule Keynote
Town Hall with INTA President, Deborah A. Hampton and INTA CEO, Etienne Sanz de Acedo

Join INTA President Deborah A. Hampton and INTA CEO Etienne Sanz de Acedo for a Town Hall session focused on the Association’s vision, strategic priorities, and future direction. Attendees will have the opportunity to hear directly from INTA leadership and engage in an open discussion on issues of importance to the Association and its members.

Speakers:

• Deborah A. Hampton, Global Brand Enforcement & Trademark Team Leader, Intellectual Property Group, The Chemours Company  (USA)
• Etienne Sanz de Acedo, CEO, International Trademark Association (USA)

12:00 PM–1:00 PM
General Session 6 | Managing IP Portfolios in a Volatile Global Environment

In an era of global turbulence, marked by geopolitical tensions, economic uncertainty, regulatory shifts, trade restrictions, sanctions, and evolving market conditions, senior brand and IP leaders must reimagine portfolio strategy to avoid blind spots. This strategy-focused session explores the practical challenges organizations face when business operations are disrupted by conflict, regulatory changes, economic pressures, or territorial restrictions. Panelists will discuss how these developments affect IP registration and maintenance strategies, trademark use and non-use considerations, market exit and re-entry planning, enforcement risks, licensing arrangements, and broader commercial and operational decisions. Attendees will gain practical insights and actionable strategies for maintaining resilient IP portfolios, managing risk, and protecting brand value in an increasingly complex global environment. 

Moderator: Maricruz Villanea, Managing Partner, Ideas IPS (Costa Rica)

Speakers:

• Justin Powley, Principal IP Counsel, Axon (USA)
• Bahia Alyafi, Director of Inovation, Alyafi IP Group (Middle East)  
• Pablo Armando, Partner, Noetinger Armando (Argentina)
• Joshua Burke, Senior Consel, Pirkey Barbel (USA)

12:00 PM–1:30 PM
Leadership Bootcamp – The Human Advantage: Why Emotional Intelligence Matters More Than Ever

Presented by the Leadership Development Committee

In today’s fast-changing workplace, emotional intelligence is a key leadership advantage. This interactive bootcamp led by Executive Coach, Megan Broker, explores how leaders build trust, strengthen relationships, manage stress, and respond with greater intention under pressure. Through discussions, activities, real-world scenarios, and film clips, participants will gain practical tools they can apply immediately with clients and colleagues—and leave with fresh insight into the uniquely human skills technology cannot replace.

By invitation only.

1:00 PM–2:00 PM
In-House Practitioners Luncheon (by invitation only)

1:00 PM–2:30 PM
General Lunch

Session-to-Table — New this year!
Immediately following select Wednesday and Thursday sessions, continue the conversation over lunch with Session-to-Table, a discussion-based extension of the session.
Join fellow attendees at designated tables to talk through what you just heard, exchange perspectives and explore how the ideas discussed may apply to your own experiences.
Each Session-to-Table discussion is connected to the session topic and includes discussion prompts to help attendees continue the conversation and share practical insights.
There’s no formal presentation or preparation required. The conversation is meant to be free-flowing, giving you the opportunity to ask questions, compare takeaways and hear different perspectives on the topic.
Session moderators and speakers will also be nearby and available to answer questions or provide additional perspective.
Look for the designated Session-to-Table area in the lunch room immediately following the session.

1:00 PM–2:30 PM
The Women’s LeadershIP Initiative Idea Exchange | Own the Room: A Toolkit for Women Who Lead
Presented by The Women’s LeadershIP Initiative (WLI) Project Team

Women leading at the highest levels navigate high-pressure, high-visibility roles where the stakes — and the scrutiny — are real. This session introduces INTA’s best practices toolkit, giving women leaders practical tools for navigating those moments with confidence. But the real power is in the room: every attendee is a leader, and Leader to Leader, our dedicated interactive session, lets you exchange ideas, challenges, and wins with each other — reciprocal learning at its best. This Idea Exchange is open to all. While there are no additional fees, pre-registration is required.

Moderator: Barbara Johnson, Director Corporate Services Expert and Intellectual Property Legal Counsel, CGI

Speakers:

• Marina Carpenter, Senior Vice President, Legal, Arizona Cardinals
• Ayala Deutsch, Deputy General Counsel, NBA Properties
• Melissa Ho, Deputy General Counsel, Cavco Industries
• Chinyere Okorocha, Partner, Jackson, Etti & Edu

1:15 PM–3:15 PM
Orientation for New Members of the Board of Directors (by invitation only)

2:30 PM–3:30 PM
General Session 7 | M&A and the Economics of IP: What Leaders Need to Know

In a competitive M&A landscape, IP is a critical value driver throughout the deal lifecycle—from due diligence to post-close integration. This session highlights how outside counsel can partner with business leaders and in-house teams across all deal stages, using robust IP financial models and funding structures to maximize transaction value. Panelists share practical, transactional insights on supporting clients through key touchpoints—from rigorous IP due diligence to strategic integration—equipping law firm attorneys with strategies to help clients leverage IP portfolios for competitive advantage in M&A.

Moderator: Shannon King, VP, Legal, Williams-Sonoma, Inc. (USA)

Speakers:

• David W. Grace, Partner, Loeb & Loeb LLP (USA)
• John Wilson, Senior Vice President, Legal, Caesars Entertainment (USA)
• Courtney Laginess, AGC, Chief IP Counsel, Worldpay (USA)
• Christina Monteiro, VP, Commercial & IP, NBCUniversal (USA)
• Mark Jansen, Partner, Fenwick & West (USA)

3:45 PM–4:45 PM
General Session 8 | Patents & Trade Secrets: The Brand Leader’s Strategic Edge

In today’s intangible economy, brand leaders must look beyond trademarks alone to remain competitive and resilient. This forward-looking session explores how integrating patents, trade secrets, and brand IP into a unified strategy can drive competitive advantage, mitigate risk, and protect innovation. With a global perspective, this session examines leadership decisions and governance frameworks that align these rights, emphasizing cross-functional collaboration and portfolio alignment. Attendees will gain an executive playbook for leveraging patents and trade secrets alongside trademarks to secure market position and long-term enterprise value, turning often-siloed IP portfolios into sources of strategic strength.

Moderator: Larry Rickles, Attorney at Law, Moore & VanAllen (USA)

Speakers:

• Carol A. Fang, Global Head IP Platforms, Novartis Services Inc. (USA)
• Luiz Henrique O. do Amaral, Partner, Dannemann Siemsen Advogados (Brazil)
• Jacob Ewerdt, Global Intellectual Property Policy, Qualcomm (USA)

5:00 PM–6:30 PM
INTA Foundation – The Brand Frontier Reception

8:00 AM–9:00 AM
Continental Breakfast

7:30 AM–3:30 PM
Badge Collection and Onsite Registration

9:00 AM–10:30 AM
Advocacy Group Meeting

9:00 AM–10:30 AM
Resources Group Meeting

10:00 AM–11:00 AM
General Session 9 | The Business of Sport: IP’s Big Swing in the Golf Industry

In Phoenix—long renowned for golf and sports tourism, now a rising hub for innovation and IP-intensive industries—this dynamic session challenges senior IP leaders to rethink how intellectual property drives success on and off the green. It tackles what every leader needs to know in this multi-billion-dollar game: fending off fakes and enforcing brand protection; monetizing brand value through strategic licensing and partnerships; and harnessing innovation and technology for competitive edge. With top industry voices, this discussion reveals how a powerful IP game plan protects value, fuels growth, and shapes the future of golf in a city exemplifying sports innovation.

Moderator: Sami Havens, Associate General Counsel – Trademark & Brand Protection, TaylorMade Golf Company (USA)

Speakers:

• Jason Yao, Partner, Wanhuida (China)
• Derick Gallegos, Senior Project Manager, Partnerships and Collaborations Taylor Made Golf Company, Inc. (USA)
• Tim Hance, Vice President, Intellectual Property & Music, Versant Media (USA) 

9:00 AM –2:00 PM
Managing Partners Retreat
Registration is limited to managing partners and equivalent law firm leadership positions

The INTA Managing Partners Retreat is an invitation-only executive forum designed exclusively for managing partners and firm leaders of IP and IP-focused law firms. The retreat provides a confidential, peer-driven environment where participants can discuss the most pressing challenges facing their firms, including profitability, artificial intelligence, talent development, succession planning, client expectations, and long-term competitiveness. Operating under the Chatham House Rule, the program emphasizes candid discussion, peer benchmarking, practical problem-solving, and actionable leadership insights rather than traditional conference presentations.

Through interactive discussions and leadership exchanges, participants will benchmark against peers, challenge assumptions, explore emerging opportunities, and leave with practical strategies they can immediately apply within their firms. The retreat is intentionally designed to maximize engagement, confidentiality, and meaningful dialogue among law firm leaders.

11:15 AM–11:45 AM
Capsule Keynote 3

11:15 AM–12:15 PM
Global Advisory Council Co-Chairs and Staff Liaisons Meeting

12:00 PM–1:00 PM
General Session 10 | The Well-Being Imperative in Legal Profession: Leadership Strategies That Work

In the IP profession, burnout, chronic stress, and mental health challenges have reached alarming levels. Studies show nearly 70% of lawyers frequently feel exhausted, with roughly one in four reporting depression or substance misuse—significantly higher rates than other sectors. These strains drive attrition and erode productivity. For leadership, well-being is now a strategic imperative. This evidence-driven session details what effective IP leaders can do: foster a supportive culture that prioritizes mental health, restructure workloads and expectations to reduce burnout, and model healthy behaviors from the top. The payoff: stronger team resilience, retention, and performance.

Moderator: Sergio L. Olivares Sr., Partner, Olivares (Mexico)

Speakers:

• Caroline Mankey, Partner, Akerman (USA)
• Jenn Wilson, Senior Director of Health and Performance, Canyon Ranch (USA)
• Lisa L. Mueller, Shareholder, Casimir Jones, S.C. (USA

12:30 PM – 1:30 PM
Group Officers and Group Coordinators Meeting

1:00 PM–2:30 PM
General Lunch

2:30 PM–3:30 PM
General Session 11 | China’s 2027 Trademark Reset: Brand Strategy, Market Access, and Risk Governance for Global Leaders

China’s 2026 Trademark Law revision reshapes brand strategy for companies entering, launching, and scaling in China. This strategic and practical senior-leader session translates the 2027 reset into board-level decisions on market entry, brand launches, digital identity, anti-counterfeiting, e-commerce enforcement, portfolio budgets, and litigation risk. With dynamic motion marks now recognized as registrable, and stronger expectations around genuine use, compressed opposition timelines, enforcement coordination, damages, and anti-bad-faith tools, leaders will examine how to protect distinctive assets, prioritize filings and watches, align legal spend with commercial exposure, andturn China’s evolving trademark regime into a disciplined, resilient brand-governance advantage for global growth.

Moderator: Ray Zhao, Senior Partner, Unitalen (China)

Speakers:

• Sally Zhu, Director of the Trademark and Brand Legal Team, ByteDance (China)
• Christopher Shen, Senior Partner, NTD Intellectual Property Attorneys (China)
• Helen Omapas, Senior Director, IP Counsel, Harman (USA)
• Catrin Turner, Senior IP Counsel, Jelly Cat (United Kingdom) 

3:45 pm – 4:45 pm
Closing Cocktails

Explore Arizona’s vibrant craft beer scene on a fun and social brewery adventure. Visit four award-winning breweries, including exclusive behind-the-scenes brewhouse tours, and discover the passion and craftsmanship behind every pour.

Enjoy three curated tasting flights, a pint of your choice, and shared appetizers along the way. With a relaxed atmosphere and plenty of opportunities to connect, this experience is the perfect way to network, spark conversations, and make new connections while raising a glass together. Transportation is included

Date: Nov. 19, 2026
Time: 5:30 pm – 9:00 pm
Price: $150

Set off on an unforgettable UTV adventure through the breathtaking Bradshaw Mountains, where rugged desert landscapes, rich history, and thrilling exploration come together. During this exciting 3-hour experience, you’ll cross the Agua Fria River, navigate scenic off-road trails, and discover the fascinating remnants of ancient Hohokam ruins with insights from expert guides.

Along the way, take in spectacular panoramic views, experience the thrill of the Arizona wilderness, and uncover hidden stories of the region’s past. More than just an adventure, this is a unique opportunity to connect with fellow participants, share memorable experiences, spark meaningful conversations, and build new relationships in one of Arizona’s most inspiring natural settings. Adventure, discovery, and networking await around every turn. Transportation is included

Date: Nov. 16, 2026
Time: 12:00 pm-4:00 pm
Price: $415

Drift into the Arizona sky for an unforgettable hot air balloon experience at sunset. As you gently lift off, enjoy breathtaking 360° views of the desert from up to 3,000 feet, before gliding low over cacti and desert landscapes for a truly immersive perspective. Your expert pilot will guide you through changing altitudes, revealing the beauty, wildlife, and magic of the Sonoran Desert from above.

Upon landing, celebrate in style with a beautifully set table in the heart of the desert, where you’ll enjoy delicious catered fare and a traditional Balloonists Ceremony, followed by your official induction into the ballooning society. Beyond the views and adventure, this is the perfect setting to connect, share the moment, and build new relationships—making it one of the most unique and memorable ways to network. Transportation is included

Date: Nov. 15, 2026
Time: 2:00 pm-7:15 pm
Price: $400

Step into the spirit of the Old West with an unforgettable evening at MacDonald’s Ranch. Set on over 1,280 acres of pristine Sonoran Desert, you’ll begin with a scenic sunset horseback ride guided by expert wranglers, surrounded by towering saguaros and breathtaking mountain views.

After the ride, the western experience continues at your private event site: enjoy drinks, try your hand at roping with a real cowboy, and soak in the authentic ranch atmosphere. Dinner will be served under the stars, accompanied by live music from a strolling balladeer, followed by fun and lively western dance instruction.

This immersive experience captures the true spirit of the Southwest and is the perfect occasion to network, connect, and create meaningful new relationships in a relaxed and memorable setting. Transportation not included

Date: Nov. 16, 2026
Time: 3:45 pm-8:30 pm
Price: $375

Roll up your sleeves, get outdoors, and make a lasting impact! Join fellow INTA volunteers for a hands-on garden makeover at a local Title I elementary school.

Together, we’ll build and refresh garden beds, restore outdoor spaces, trim plants, and help transform the school garden into a vibrant place where students can explore, learn, and grow. Whether you’re building, planting, sanding, or sprucing up the space, there’s a role for everyone.

More than a volunteer project, it’s a meaningful and fun way to connect with fellow attendees, work as a team, and give back to the local community—while creating an outdoor learning space students can enjoy for years to come.

Date:
November 19, 2026

Time:
7:00 AM – 10:00 AM

Cost:
$100

Get ready for a high-octane racing experience as you take on one of Phoenix’s premier indoor go-kart tracks. Feel the adrenaline rush as you speed through challenging turns, battle for position, and compete head-to-head for the fastest lap and ultimate bragging rights.

Once the racing is over, the excitement continues with an awards ceremony celebrating the top performers, followed by light bites and drinks in a relaxed social atmosphere. Whether you’re cheering on colleagues, sharing race-day stories, or meeting new people, this action-packed experience is the perfect way to network, spark conversations, and build new connections in a fun and energetic setting. Transportation is included

Date: Nov. 19, 2026
Time: 5:30 pm – 8:00 pm
Price: $215

Get ready to sip, savor, and explore your way through Scottsdale’s vibrant food scene. Join local foodie experts for a fun-filled afternoon visiting some of the city’s favorite saloons, eateries, and tasting rooms. Along the way, enjoy a variety of signature bites unique to each stop, perfectly paired with beverages.

Come hungry and ready to indulge as you experience the best mix of flavors, atmosphere, and local charm. With its relaxed, social vibe, this tour is the perfect way to network, spark conversations, and make new connections while enjoying a delicious afternoon in sunny Scottsdale. Transportation included

Date: Nov. 20, 2026
Time: 11:00 am – 2:00 pm
Price: $196

Escape the bustle and immerse yourself in a rejuvenating wellness experience set within a stunning botanical oasis filled with vibrant blooms, lush gardens, and peaceful natural surroundings. Begin with a gentle yoga session designed to restore balance and energy, then awaken your senses during a hands-on aromatherapy workshop where you’ll create a personalized blend to take home.

Savor a nourishing meal surrounded by nature before settling into a deeply restorative sound meditation, allowing you to fully unwind and recharge. More than a wellness retreat, this experience offers a unique opportunity to slow down, engage in meaningful conversations, and build genuine connections with fellow participants in a calm, inspiring environment. Leave feeling refreshed, reconnected, and energized—both personally and professionally. Transportation not included.

Date: Nov. 20, 2026
Time: 11:00 am – 2:00 pm
Price: $390 (With min of 15ppl)

Get ready to tee off under the Phoenix sun! Join fellow attendees for a fun and friendly golf tournament where great shots, friendly competition, and new connections are all part of the game. Whether you’re playing to win or simply enjoying a day on the course, this is the perfect opportunity to network, connect with peers, and build relationships in a relaxed setting.

Transportation to and from the golf course is included. Participants are welcome to bring their own golf clubs, or clubs are available to rent directly at the golf course for an additional fee. Golf club rentals are not included in the activity price.

Date: Nov. 20, 2026
Time: 5:00 pm – 10:00 pm
Price: $230