2023 Trademark Boot Camp - Arlington, VA

June 15 to 16, 2023

Location

AIPLA Past President's Conference Center
1400 Crystal Drive, Suite 600

Arlington, VA

Contact

Credits

960 CLE Minutes Including up to 90 Minutes of Ethics (pending)

Registration

Fee: AIPLA Members, $295; Non-Members, $595; Government/Students, $195

Register Now

Learn the Basics of Trademark Practice at our comprehensive Boot Camp - now in it's 13th year!

The program is a two-day comprehensive CLE program designed for new practitioners and others interested in learning the basics of trademark practice. Day one includes instructional sessions on trademark clearance, pre-filing considerations, trademark prosecution, and international trademark filing strategies. Day two focuses on disputes, including trademark investigations, cease-and-desist campaigns, Trademark Trial and Appeal Board (TTAB) practice, and an introduction to trademark litigation.

Participants will participate in two hands-on workshops taught by experienced trademark practitioners: (1) ordering and analyzing search reports and preparing clearance opinions and (2) responding effectively to Office Actions. Representatives from the United States Patent and Trademark Office will serve as instructors for the Office Action response workshop, and the second day of the program will feature a panel of TTAB Judges and/or Interlocutory Attorneys.

Downloadable List of Nearby Lodging

 

 

 

Program Agenda:

Thursday, June 15, 2023

8:00 am Trademarks 101
Anita Polott, Morgan Lewis
9:15 am Developing a Filing Strategy
Monica Riva Talley, Sterne Kessler Goldstein & Fox
10:15 am The Application Process
Jennifer Fraser, Dykema Gossett, PLLC
11:15 am International Filing Basics
Kate Dayton, Fross Zelnick, PC
Kasey Boucher Pierter, Pierce Atwood, LLP
12:15 pm Lunch
1:15 pm Breakout Session 1: Hands-on Training:  Ordering Trademark Clearance Search Reports; Analyzing Search Reports; Preparing Opinions
Richard C. Gilmore, Maschoff Brennan
Lynn Jordan, Kelly IP, LLP
3:00 pm

Breakout Session 2: Hands-on Training: Responding Effectively to Office Actions
Jonathan Gelchinsky, Pierce Atwood, LLP
Julia Anne Matheson, Potomac Law Group
Jennifer Williston, USPTO Managing Attorney for Law Office 105
Mariessa Terrell, Attorney Advisor for Trademarks Customer Outreach

5:00 pm Day 1 Concludes

 

Friday, June 16, 2023

8:00 am Cease & Desist Campaigns
Danae Robinson and Kim Arriola, Pirkey Barber, PLLC
9:00 am

Consent & Co-Existence Agreements
Allison Strickland Ricketts, Fross Zelnick, PC

10:00 am Oppositions & Cancellations/Ethics
Clint Taylor and Jason Joyal, Kelly IP, LLP
11:30 am Dispute Investigations
Joel T. Beres, Stites & Harbison, PLLC
12:15 pm Lunch
1:15 pm Board Practice Tips & Pitfalls
Heather Kliebenstein, Merchant & Gould
Wendy Cohen, Administrative Trademark Judge, TTAB, US Patent & Trademark Office
Michael Adlin, Administrative Trademark Judge, TTAB, US Patent & Trademark Office
3:00 pm Ex Parte Appeals
Anna King, Banner & Witcoff, Ltd
4:00 pm US District Court Litigation
Brian Darville, Oblon McClelland Maier & Neustadt, LLP
5:00 pm Day 2 Concludes


Speakers

  • Arriola, Kimberly

    Pirkey Barber | Associate

    Kimberly Arriola focuses her area of practice on trademark law. Kimberly regularly advises clients on prosecution matters, including trademark selection, clearance, and prosecution of trademark applications in the United States and abroad. Kimberly also has experience assisting clients with domestic and international enforcement matters.
  • Beres, Joel T.

    Stites & Harbison, PLLC | Member

    With more than 25 years of Intellectual Property experience, Joel actively tries cases in both state and federal courts. A founding member and former co-chair of the firm's Intellectual Property and Technology Service Group, he manages all aspects of infringement litigation for both federal and state courts, including trial and appellate practice. He has also prepared and prosecuted trademark and copyright applications, prosecuted and defended trademark opposition and cancellation proceedings, negotiated and prepared trademark and copyright assignment and license agreements, and negotiated and prepared software licensing and consulting agreements.
  • Darville, Brian

    Oblon, McClelland, Maier & Neustadt, L.L.P. | Senior Counsel

    Brian Darville chairs the Trademark and Copyright Practice Group at Oblon. He has over two decades of litigation experience in federal courts throughout the U.S. focused primarily on trademark and copyright litigation.
  • Dayton, Katherine Lyon

    Fross Zelnick | Associate

    Katherine Lyon Dayton excels at developing effective strategies to secure and enforce clients’ intellectual property rights in difficult and multijurisdictional situations. She advises on international trademark clearance, registration, opposition, and cancellation actions, as well as other enforcement matters.
  • Jennifer-Fraser Fraser, Jennifer

    Dykema Gossett | Member

    Jennifer Fraser is a Member in Dykema Gossett's Washington, D.C. office and is Chair of the Trademark Practice Group. Ms. Fraser represents many Fortune 500 companies and well-known brands across a variety of industries, and her practice includes trademark prosecution, counseling and litigation.
  • Gelchinsky, Jonathan M.

    Pierce Atwood, LLP | Partner

    Jon Gelchinsky specializes in the protection and enforcement of trademark rights for businesses of all sizes. His diverse trademark practice includes counseling clients on the selection of new marks, clearance searching, U.S. and international registration, licensing, enforcement, oppositions, and litigation. He also assists clients with the protection, enforcement, and licensing of copyrights. Over the past two decades, Jon has represented a wide range of clients in a variety of industries, including consumer products, musical instruments, medical devices, pharmaceuticals, computer software and hardware, online media, telecommunications, publishing, education, motorcycles, sporting goods, and heavy machinery.
  • Gilmore, Richard C.

    Maschoff Brennan | Shareholder

    Rick is a partner in the Salt Lake office of Maschoff Brennan Gilmore Israelsen & Mauriel. He is involved in all aspects of intellectual property law, with a focus on patent and trademark application preparation and prosecution domestically and internationally. He represents large and small clients from a diverse range of industries and often works directly with in-house counsel to develop and maintain their worldwide patent and trademark portfolios. Rick is a frequent speaker on patent and trademark matters and has taught many law school classes on patent and trademark issues.
  • Jordan, Lynn M.

    Kelly IP | Founding Partner

    For the past 30 years, Lynn Jordan has devoted herself to representing clients in all aspects of trademark law, from selection of marks through federal court appeals. She is particularly adept at helping clients understand the business and legal risks associated with the adoption, use, and registration of trademarks. Lynn has handled countless clearance, prosecution, and enforcement matters, and regularly speaks and writes on a variety of trademark topics.
  • Joyal, Jason

    Partner | Kelly IP

    Jason Joyal specializes in trademark, trade dress, copyright, false advertising, and unfair competition litigation and counseling. He represents clients in diverse industries in federal courts throughout the country, and routinely before the U.S. Patent and Trademark Office’s Trademark Trial and Appeal Board (TTAB).
  • King, Anna

    Banner & Witcoff, Ltd. | Senior Shareholder

    Anna concentrates her practice on issues arising under trademark, unfair competition, domain name, and copyright law. Her experience in these fields of law includes counseling, prosecution and registration of applications before the U.S. Patent and Trademark Office and the U.S. Copyright Office, internet, licensing, enforcement, oppositions and cancellations. Anna also counsels clients in protecting their trademark portfolios worldwide.
  • Kliebenstein, Heather

    Merchant & Gould | Partner

    Specializing in intellectual property litigation, Heather served as the chair of Merchant & Gould’s litigation group and now as the Managing Partner. Her work focuses on complex intellectual property disputes involving copyright, trademark, patent, false advertising trade secret and contract claims. Heather is an adept communicator. Focusing on jury trials, Heather connects with juries by simplifying complex concepts and focuses on strategy development at each stage of litigation to prepare the case for trial. Heather graduated from the University of Texas School of Law.
  • Matheson, Julia Anne

    Potomac Law Group | Partner

    Julia Anne Matheson is a Partner in our Trademark Group whose practice covers all areas of trademark, trade dress, product configuration, and unfair competition law including worldwide clearance, portfolio management, and enforcement, due diligence, false advertising, licensing, social media, and internet disputes. She has been lead counsel in well over 100 inter partes proceedings before the Trademark Trial and Appeal Board (TTAB), and has significant experience litigating in federal district courts. Ms. Matheson represents clients ranging from startups to Fortune 100 companies and multi-national organizations in numerous industries including communications/internet, consumer goods, personal care products, retail, food and beverage, fashion, entertainment, pharmaceutical, healthcare, technology, manufacturing, and financial services as well as numerous associations and charities.
  • Pierter, Kasey Boucher

    Pierce Atwood | Associate

    Kasey Boucher Pierter focuses her practice on intellectual property, advertising and unfair competition laws, and technology transactions. Kasey’s work spans an array of industries, including sporting goods, footwear and apparel, cosmetics, food and beverage, automotive, technology, and software. She also works with clients of all sizes, ranging from startups and emerging companies to large organizations.
  • Polott, Anita

    Morgan Lewis | Co-Managing Partner

    Anita B. Polott leads the firm’s global trademark and copyright practice, a team of more than 40 lawyers and professionals focused on brand-related intellectual property (IP) law, including litigation, transactions, counseling, and portfolio management services. Anita sets and implements brand protection strategies and manages US and international trademark portfolios across various industries. She also regularly handles the IP aspects of corporate transactions, trademark and copyright licenses, and related agreements; advises clients on enforcement and litigation strategy; and represents clients in federal court and before the Trademark Trial and Appeal Board and International Trade Commission. In addition, Anita serves as co-managing partner of the firm’s 300+-lawyer Washington, DC office.
  • Ricketts, Allison Strickland

    Fross Zenick | Partner

    Allison Strickland Ricketts specializes in all aspects of trademark selection, registration, and maintenance. She has evaluated thousands of trademark clearance searches, prosecuted thousands of U.S. trademark applications, and maintained hundreds of trademark registrations in compliance with strict U.S. standards for use in commerce. She has deep experience in transactions, due diligence, agreements, and licenses involving trademark rights. Allison received her JD from Columbia Law School and has practiced Trademark law for more than 25 years. She is a frequent speaker on the practice of trademark law.
  • Robinson, Danae

    Pirkey Barber PLLC | Associate

    Danae Robinson focuses her practice on trademark and copyright law. Danae regularly advises clients on contested proceedings, global trademark clearance, licensing, and the management and protection of domestic and international trademark portfolios. She assists clients with various enforcement and domain issues, including the protection of their marks through UDRP proceedings.
  • Taylor, Clint

    Kelly IP, LLP | Partner

    Clint focuses his practice on trademark and copyright counseling, prosecution, enforcement, and litigation. He has spent his career helping clients of all sizes navigate the trademark registration process and successfully enforcing those rights. He provides practical advice to clients to assist them in selecting and enforcing their trademarks consistent with their goals.
  • Talley, Monica Riva

    Sterne Kessler | Director

    For more than 25 years Monica Riva Talley has specialized in strategic trademark counseling and portfolio enhancement, developing anti-counterfeiting solutions and strategies, and resolving trademark disputes. She is particularly sought after for her expertise in enforcing brand rights against infringers and counterfeiters seeking to profit from her clients' well-known brands. In addition to managing her robust practice, Ms. Talley has worked as an adjunct professor teaching trademark law at The George Washington University Law School. She also frequently speaks and writes on trademark issues to a variety of public and private audiences and has been active for many years in leading IP organizations, including The International Trademark Association (INTA) and the Intellectual Property Owner's Association (IPO). She is the vice chair of IPO's Anti-Counterfeiting Committee and serves on INTA's Brands and Innovation Committee.
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