NDAs for In-House Counsel; Best Practices to Adopt and Pitfalls to Avoid

Event Description

All In-House Counsel would agree that NDA’s are ubiquitous. Entering into an NDA is often the very first step companies take when they enter into discussions around any sales deal, software purchase, project, or other venture. But very often, the NDA creates more risk than it resolves. NDA’s are rarely enforced, and if they are, it’s not always clear what the outcome will be. Even the most basic undertaking requires a thoughtful approach, including determining at the outset when an NDA should simply be avoided. And when an NDA is the correct first step, an ongoing relationship will usually require a separate type of agreement once the parties move from “talking” to actually “doing.”

 

With all of the above in mind, In-House Connect is thrilled to connect with you with Dan Shulman. Dan is a former Chief IP Counsel and current shareholder at Vedder Price. Dan will walk attendees through a fictionalized project between two companies and explain how a knee-jerk mutual NDA is likely to be the wrong first step. Dan will then offer a different type of agreement framework that protects the client from exposure to another party’s trade secrets and ensures that intellectual property developed along the way is adequately accounted for, especially if the project ultimately fails.

 

The presentation will:

 

– Detail the purposes and risks of a NDA, including when to avoid one altogether;

– Provide a framework for conceptualizing a development project and what to include in an NDA; and

– Provide a form document that will meet the needs for most product development activities that minimizes risks and maximizes intellectual property protection.

 

Attendees will come away from the program with the correct approach needed to “fill in the blanks” in an appropriate agreement and create a framework to properly document the fictionalized development “Project.”

 

Who Should Attend

This program is designed for general practitioners/corporate generalists of all levels, intellectual property attorneys, legal operations professionals, and in-house counsel who handle NDAs and are interested in developing a better understanding of NDAs and its application to their organizations.

 

Virtual Networking

After Audience Q&A, all are invited to engage in virtual networking (video cameras ON), where you can meet our speaker, share best practices, and network with in-house counsel and legal professionals from across North America!

 

Tuesday, March 15th, 2022, via Live Zoom Video Conference

  • 12:00 pm -1:30 ET: Live Presentation followed by Audience Q&A
  • 1:30 pm -2:00 pm ET: Virtual Networking via Breakout Rooms

Daniel Shulman is a Shareholder at Vedder Price and a member of the firm’s Intellectual Property group in the Chicago office.

 

Mr. Shulman’s practice focuses on all aspects of intellectual property acquisition, monetization and enforcement, including complex patent litigation, trademark litigation, copyright litigation, trade secret litigation and all aspects of patent and trademark prosecution and portfolio management. Mr. Shulman also focuses on complex commercial matters, advertising disputes before courts and the National Advertising Division of the Better Business Bureau, products liability, antitrust matters and enforcement of restrictive covenants. He has experience managing all aspects of domestic patent prosecution and litigation relating to consumer packaged goods, electronic exchanges, insurance industry, telecommunications, financial products, mechanical and electrical devices, and prosecuting patent applications before the U.S. Patent and Trademark Office. He also advises clients on intellectual property transactions including technology development agreements, confidentiality and joint development agreements, licensing and mergers and acquisitions.

 

Mr. Shulman brings over 12 years’ experience as Chief IP Counsel for multibillion-dollar companies holding thousands of worldwide patents and trademarks. While in-house, Mr. Shulman developed licensing strategies for the licensing in and out of next generation technologies, managed due diligence processes for the acquisition and disposition of patents and advised on litigation and defensive strategy relating to litigations. He managed an entire global patent and trademark portfolio for the North American operations of consumer products companies having over $12 billion in annual revenue while developing strategic technology areas to drive company innovation, directing innovation and patent filing and protecting their global patent portfolio through strategic interaction with foreign patent counsel. As an in-house attorney, Mr. Shulman developed keen insight into the challenges businesses face, what constitutes quality service from outside counsel, and how to meet or exceed a client’s budget expectations.

Mr. Shulman was named one of the Top Forty Lawyers Under 40 in Illinois in 2013 by the Law Bulletin, Managing IP Top In-House IP Star every year from 2015 through 2018, and received the First Chair Award Top In-House Intellectual Property Counsel in 2015, 2016 and 2018.

Title:
NDA’s for In-House Counsel: Best Practices to Adopt and Pitfalls to Avoid

Time:
Tuesday, March 15, 2022 12:00 PM

Timezone:
America/New_York

Daniel Shulman is a Shareholder at Vedder Price and a member of the firm’s Intellectual Property group in the Chicago office.

 

Mr. Shulman’s practice focuses on all aspects of intellectual property acquisition, monetization and enforcement, including complex patent litigation, trademark litigation, copyright litigation, trade secret litigation and all aspects of patent and trademark prosecution and portfolio management. Mr. Shulman also focuses on complex commercial matters, advertising disputes before courts and the National Advertising Division of the Better Business Bureau, products liability, antitrust matters and enforcement of restrictive covenants. He has experience managing all aspects of domestic patent prosecution and litigation relating to consumer packaged goods, electronic exchanges, insurance industry, telecommunications, financial products, mechanical and electrical devices, and prosecuting patent applications before the U.S. Patent and Trademark Office. He also advises clients on intellectual property transactions including technology development agreements, confidentiality and joint development agreements, licensing and mergers and acquisitions.

 

Mr. Shulman brings over 12 years’ experience as Chief IP Counsel for multibillion-dollar companies holding thousands of worldwide patents and trademarks. While in-house, Mr. Shulman developed licensing strategies for the licensing in and out of next generation technologies, managed due diligence processes for the acquisition and disposition of patents and advised on litigation and defensive strategy relating to litigations. He managed an entire global patent and trademark portfolio for the North American operations of consumer products companies having over $12 billion in annual revenue while developing strategic technology areas to drive company innovation, directing innovation and patent filing and protecting their global patent portfolio through strategic interaction with foreign patent counsel. As an in-house attorney, Mr. Shulman developed keen insight into the challenges businesses face, what constitutes quality service from outside counsel, and how to meet or exceed a client’s budget expectations.

Mr. Shulman was named one of the Top Forty Lawyers Under 40 in Illinois in 2013 by the Law Bulletin, Managing IP Top In-House IP Star every year from 2015 through 2018, and received the First Chair Award Top In-House Intellectual Property Counsel in 2015, 2016 and 2018.

Title:
NDA’s for In-House Counsel: Best Practices to Adopt and Pitfalls to Avoid

Time:
Tuesday, March 15, 2022 12:00 PM

Timezone:
America/New_York

NDAs for In-House Counsel; Best Practices to Adopt and Pitfalls to Avoid

Event Description

All In-House Counsel would agree that NDA’s are ubiquitous. Entering into an NDA is often the very first step companies take when they enter into discussions around any sales deal, software purchase, project, or other venture. But very often, the NDA creates more risk than it resolves. NDA’s are rarely enforced, and if they are, it’s not always clear what the outcome will be. Even the most basic undertaking requires a thoughtful approach, including determining at the outset when an NDA should simply be avoided. And when an NDA is the correct first step, an ongoing relationship will usually require a separate type of agreement once the parties move from “talking” to actually “doing.”

 

With all of the above in mind, In-House Connect is thrilled to connect with you with Dan Shulman. Dan is a former Chief IP Counsel and current shareholder at Vedder Price. Dan will walk attendees through a fictionalized project between two companies and explain how a knee-jerk mutual NDA is likely to be the wrong first step. Dan will then offer a different type of agreement framework that protects the client from exposure to another party’s trade secrets and ensures that intellectual property developed along the way is adequately accounted for, especially if the project ultimately fails.

 

The presentation will:

 

– Detail the purposes and risks of a NDA, including when to avoid one altogether;

– Provide a framework for conceptualizing a development project and what to include in an NDA; and

– Provide a form document that will meet the needs for most product development activities that minimizes risks and maximizes intellectual property protection.

 

Attendees will come away from the program with the correct approach needed to “fill in the blanks” in an appropriate agreement and create a framework to properly document the fictionalized development “Project.”

 

Who Should Attend

This program is designed for general practitioners/corporate generalists of all levels, intellectual property attorneys, legal operations professionals, and in-house counsel who handle NDAs and are interested in developing a better understanding of NDAs and its application to their organizations.

 

Virtual Networking

After Audience Q&A, all are invited to engage in virtual networking (video cameras ON), where you can meet our speaker, share best practices, and network with in-house counsel and legal professionals from across North America!

 

Tuesday, March 15th, 2022, via Live Zoom Video Conference

  • 12:00 pm -1:30 ET: Live Presentation followed by Audience Q&A
  • 1:30 pm -2:00 pm ET: Virtual Networking via Breakout Rooms
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