E
SLOVENIAN INTELLECTUAL PROPERTY
OFFICE
TEHNOCENTER TECHNOLOGY TRANSFER
OFFICE OF THE MARIBOR UNIVERSITY
SUB-REGIONAL TRAINING
WIPO/.../.../12/INF/1 PROV.
ORIGINAL: ENGLISH
DATE: SEPTEMBER 2012
Intellectual Property Valuation
organized by
the World Intellectual Property Organization (WIPO)
in cooperation with
the Slovenian Intellectual Property Office
and
the TehnoCenter Technology Transfer Office of the Maribor University
Maribor, Slovenia, November 5 to 7, 2012
PROVISIONAL PROGRAM
prepared by the International Bureau of WIPO
Monday, November 5, 2012
8.30 – 9.00
Registration
9.00 – 9.15
Opening Ceremony
Welcome addresses by:
The representative of the Slovenian Intellectual Property Office, Ljubljana
The representative of the World Intellectual Property Organization (WIPO),
Geneva
WIPO/.../.../12/INF/1 Prov.
page 2
9.15 – 9.45
Topic 1
World Intellectual Property Organization (WIPO) Capacity
Building in Countries in Transition
Speaker:
The representative of the Division for Certain
Countries in Europe and Asia (DCEA), WIPO
(tbc)
THEME I:
IP VALUATION IN THE PRE-COMMERCIALISATION PHASE OF THE
RESEARCH RESULTS
9.45 – 10.30
Topic 2
Introduction to the Basic Intellectual Property (IP) Valuation
Issues
Speaker:
10.30 – 10.45
Coffee Break
10.45 – 12.15
Topic 3
Valuing Intangible Assets in Research and Development
Institutions – IP Valuation as a Tool for Management of
Research Results
(a)
(b)
(c)
(d)
How to identify valuable intangible assets (IA)
Ranking IA by using different qualitative valuation
approaches;
Models and examples of scoring systems;
Introduction of the WIPO IP valuation guide
Speaker:
12.15 – 13.15
Topic 4
Lunch Break
14.15 – 16.15
Topic 5
Coffee Break
Mr. Thomas Ewing
Round Table Discussion – Current Practices and
Experiences of Regional Research Institutions in Using
Qualitative IP Valuation Methods and Approaches
Speakers:
16.15 – 16.30
Mr. Thomas Ewing, Principal Consultant,
Avancept LLC, United States of America
(USA)
Valuation of Background IP and Scientific Know How in the
Context of Research Collaborations
Speaker:
13.15 – 14.15
Mrs. Olga Spasic, Senior Program Officer,
Innovation Division, WIPO
Regional WIPO Sponsored Participants
WIPO/.../.../12/INF/1 Prov.
page 3
THEME II:
IP VALUATION IN THE COMMERCIALISATION PHASE OF THE
RESEARCH RESULTS AND SERVICES
16.30 – 17.45
Topic 6
Application of Quantitative IP Valuation Methods in the
Context of the Commercialisation of Research Results and
Services
(a)
(b)
(c)
(d)
(e)
(f)
Application of IP valuation methods in relation with
the maturity of the technology and purpose of the
valuation;
Changing value of IP – what are the factors (maturity
of technology, competitive setting, bargaining power,
other licenses and related contracts, etc) determining
the value of IP in the specific context (market value,
fair value, negotiated value – constructed value etc.);
How to find relevant data – externally and internally
developed IP valuation tools;
Patent search;
Determining the “price” of different IP and in the case
of “bundled IP”;
Real Life Examples
Speaker:
17.45 – 18.00
Discussion
18.00
End of Session
Mr. Christopher R. Noble, Technology
Licensing Officer Massachusetts Institute of
Technology, Cambridge, USA
Tuesday, November 6, 2012
9.00 – 10.00
Topic 7
Constructing the “Price” of the Technology in IP Licensing
Negotiations
Speaker:
10.00 – 11.00
Topic 8
IP Valuation in Constructing Start-up
Speaker:
11.00 – 11.30
Coffee Break
11.30 – 12.30
Topic 9
Discussion
13.00 – 14.00
Lunch Break
Mr. Christopher R. Noble
IP Valuation: Do’s and Don’ts
Speaker:
12.30 – 13.00
Mrs. Olga Spasic
Mr. Christopher R. Noble
WIPO/.../.../12/INF/1 Prov.
page 4
THEME III:
PRACTICAL IP VALUATION EXERCISES (Work in the small teams)
14.00 – 15.30
Topic 10
Propose Scoring / Ranking System for Qualitative
Valuation of Intangible Assets in your Research and
Development (R&D) Institution
(a)
(b)
(c)
Practical exercise based on the information and
models provided in lectures/ presentations under the
Theme I;
Participants may use the real data from their
institutions – if made available in advance, for timely
preparation of exercise;
Each team will work on a different model.
Coaches:
All speakers
15.30 – 15.45
Coffee Break
15.45 – 17.15
Topic 10
Propose Scoring / Ranking System for Qualitative
Valuation of Intangible Assets in your R&D Institution
(continuation)
17.15 – 18.00
Topic 11
Discussion on the Results of the Exercise
(a)
(b)
Report of the team leaders;
Discussion on methods applied and results achieved.
Moderators:
18.00
All Speakers
End of Session
Wednesday, November 7, 2012
THEME III:
PRACTICAL IP VALUATION EXERCISES – APPLICATION OF IP
VALUATION QUANTITIES METHODS AND APPROACHES (Work in the
small teams)
9.00 – 12.00
Topic 12
Determine the Value of Your Technology for IP Licensing
Negotiation
(a)
(b)
Practical exercise based on the information and
examples provided in lectures/ presentations under
the Theme II;
Participants may use the real data from their
institutions – if made available in advance, for timely
preparation of exercise.
Coaches:
10.30 – 10.45
Coffee Break
12.00 – 13.00
Topic 13
All Speakers
Discussion on the Results of the Exercise
WIPO/.../.../12/INF/1 Prov.
page 5
13.00 – 14.00
Lunch Break
14.00 – 15.00
Topic 14
Simplified IP Valuation Methods and Approaches
Speaker:
15.00 – 15.15
Coffee Break
15.15 – 15.45
Topic 15
IP Policies for Universities and Research Centers
Speaker:
15.45 – 17.00
Topic 16
Mr. Christopher R. Noble
The representative of the DCEA, WIPO (tbc)
Roundtable Discussion – Is it Possible to Harmonize IP
Valuation Methods and Practices in the Region?
Moderator:
17.00 – 17.45
Topic 17
17.45
Closing Ceremony
Mrs. Olga Spasic
Award of Certificates of Completion and Closing Session
[End of document]