Presentations & Whitepapers

Book Chapters, Whitepapers, & Articles

• A directors guide to modernizing IP governance frameworks IAM Magazine (2018)
• IP and Artificial Intelligence, what does the future hold? IAM Magazine (March/April 2018)
• Globe and mail Op-Ed: Canada’s IP strategy is not in step with our innovation and commercialization goals (2018)
• Globe and Mail Op-ed: Canada needs an innovative intellectual property strategy (2017)
• Portfolio Management (book chapter), “Intellectual Property Strategy: A practical guide to IP Management“. (July 2017)
• How an innovation and IP value-chain view can transform portfolio value IAM Magazine (May/June 2016)
• Blue Ocean Thinking IAM Magazine (March/April 2015)
• Using a patent roadmap to lay the ground for an IP strategy IAM Magazine (July/August 2014)
• Patents vs. Velocity: The First Mover Advantage of IP (2014)
• Patent Strategy: Protecting & Patenting Early Stage R&D (2013)
• In Pursuit of Patent Quality (2013)

Sample of Public Presentations:

• “IP and strategies to secure sustainable competitive advantage”. Co-organizer and speaker, IP & Business Innovation Forum, Victoria (2015)
• “IP Monetization”, Invited Speaker, World IP Forum, Bangkok (2015)
• “IoT – IP challenges in a connected World”, Panel speaker, World IP Forum, Bangkok (2015)
• “Intellectual Asset Management: IP Strategy and Monetization“, Invited speaker, CME-STEP Export Insight Series (2015)
• “IP Strategy and Knowledge Mobilization” (2014)
• “The Changing Landscape of Technology Commercialization”, Speaker at ACCT Canada, Toronto (2013)
• “The Business Perspective of protecting IT with IP”, Panel Member at ACCT Canada, Toronto (2013)
• IP Strategy for Startups & Early Stage Ventures (2013)
• Patent Strategy for AUTM Western Region Meeting (Fall 2011), Invited Speaker. “Open Innovation, A Fortune 500 Perspective”

Various presentations & workshops from 2008-2017 on the following:

Introduction to IP:

• Introduction to IP for New Hires
• Introduction and Application of IP in the the Business

Patent Management, Strategy & Culture:

• Patent Strategy: Moving from a Patent Landscape to a Business Strategy
• Patent Strategy: Patent Value Distribution – Focusing the R&D Team on Generating Quality IP
• Patent Strategy: Building IP around a Disruptive Innovation Program
• Patent Culture: Creating a “Patent Culture” through Best Practices (3 day hands-on workshop)
• Patent Culture: Inventor Reward Program
• IP & Idea Management: Moving from Ideas to Inventions
• Patent Management: Internal Processes and Culture for Idea Generation and Management
• Patent Management: Idea Ranking & Internal Patent Approval

Innovation & Customer Insights

• Innovation: Innovative Design Workshop (2 day workshop)
• Innovation: Rules and Tools for Creativity  (3 day workshop)
• Innovation: Creating Culture & Behaviors to foster Breakthrough Innovations
• Customer Interviews: Turning Customer Insights into Product Proposals
• Customer Interviews: Applying the 10 faces of Innovation