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Meetup #68: IP for IT: What really matters
 Welcome
 Thank yous
 Announcements
 Keynote
 Matthew Graff, Partner
 G2KYM
 Mark Your Calendar
 Networking
Agenda
Welcome to HaltonHiVE!
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Meetup #67
contributorSH
You?
Announcements
Announcements
Keynote
Meetup 68
Matthew Graff, Partner
@bereskinparr
Bereskin & Parr LLP
13
Silicon Halton
Meetup #68: IP for IT
Matthew Graff
14
Intellectual property
 Basic nature of IP rights
 Rights of exclusion
 Rights granted to the originator (but transferable)
 Policy rationale
 Economic incentive to encourage the creation of intangible
goods
 Protection  consumers, authors, inventors
 Entitlement  idea that a person who creates intangible goods is
entitled to control the results of their work and profit from it
15
Types of IP
 Technology-related IP
 Patents
 Industrial Designs
 Trade Secrets
 Branding-related IP
 Trademarks
 Domain names
 Works of Composition IP
 Copyright
16
Trademarks
 Word mark
MICROSOFT
 Design mark
 Word/design mark
17
Trademarks
 What is this?
18
Trademarks
 A mark that distinguishes the goods or services of one trader from
the goods or services of other traders
 Can be a word, symbol, design, or a combination of elements
 Pick a clean mark
 Registration optional, but provides advantages
 Big changes on the horizon for Canada
 File applications now
19
Copyright
 Protects fixed expression of an original work
 No protection of mere ideas
 Stop others from reproducing the work or a substantial part thereof
 Can provide protection for:
 software
 database structure (selection and arrangement of data)
 website structure, layout and content
 user guides / instructions
 print and video advertising, jingles, theme music
 In most countries, right arises automatically upon creation of the
work
 Term is life + 50 years (generally)
20
Industrial designs
 Industrial designs (Canada) versus design patents (U.S.)
 Features of shape, configuration, pattern or ornamentation in a
finished article, that appeal to and are judged solely by the eye
 Dog coats and computer icons, GUI arrangements
 Apple v. Samsung
21
Patents
 Protects new, inventive and useful products and technologies
 Limited time monopoly in exchange for public disclosure
 Powerful rights that cannot be defeated by ignorance of patent or
independent invention
 Patents are national rights, and in most countries the application is
examined
22
A patent is not
 A right to make the thing patented
 Patents confer negative rights, meaning patent owners are still
subject to the rights of owners of existing patents
 If you obtain a patent for an improvement on an existing
invention, you must obtain a license to use the existing invention
 Invulnerable
 Patents are always open to challenges of invalidity
 Fully effective without enforcement
 Patent holder must be willing to pay costs of enforcing patents
23
Patent advantages
 Offensive
 Stop others from using your inventions
 Licensing
 Defensive
 Cross-licensing
 Marketing
 Patent as an asset
 Business optics
 Investor confidence
 Consumer confidence
24
Patent realities
 Costs
 Time commitment
 Delay
 Must have an invention
 Enforcement
 Validity challenges
 Issues with software patents
25
What?
 Selecting inventions to patent
 Is it core technology?
 Popularity/competitive advantage of technology
 Lifecycle of technology
 Barriers to entry for competitors
 Ability to detect infringement
 Commercial versus technical considerations
 Patentability requirements
 Improvements
26
When?
 Where do I want protection?
 1 year grace period in Canada, U.S. and very limited number of
other countries
 Europe/Asia
 Requires inventions to have never been disclosed before filing
 Absolute novelty
27
Where?
 U.S. and Canada
 Places where you or your competitors do business
 Offshore manufacturing
 Must be practical
 Filing broadly is costly
 International application (PCT) if 3 or more countries
28
Software patents
 Subject matter eligibility
 law of nature, natural phenomenon, abstract ideas
 What is and isnt abstract?
 performance of business practice known from the pre-Internet
world along with the requirement to perform it on the Internet
(Bilski; Alice)
 process for data compression
 Despite uncertainty, big software companies are amassing large
patent portfolios
29
Living with others patents
 Manage risk of infringement for new products
 Patent litigation is extremely costly
 Freedom to operate
 Exhaustive searching is not feasible
 18 month secrecy window
 Deal with problems as they arise
30
Ownership
 Incorporate
 Get it in writing before the IP is created
 Consultancy arrangements
 Joint development of improvements
 Exclusivity, residual knowledge
 Employment
 Ownership transferred by paper assignment or employee
contract
 Require all employees to enter into IP ownership and confidentiality
agreements
 Agreements signed as a condition of employment on initial hiring
 Ensure that engineers and researchers keep careful records of their
work
Bereskin & Parr LLP
Matthew Graff | Partner
905-817-6107
mgraff@bereskinparr.com
Thank you
Jeff Bulzak
Marketing Automation & Customer
Acquisition Consultant, Geek, Entrepreneur,
Giver, & Start-up Supporter
@BZKGroup
Derek Lee
2275 Upper Middle Road East  Suite 101
Oakville, Ontario L6H 0C3
mediarezstudio.com
Silicon Halton Meetup 68 - IP for IT
Silicon Halton Meetup 68 - IP for IT
Mark Your Calendars
Meetup 69
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Silicon Halton Meetup 68 - IP for IT

  • 2. Welcome Thank yous Announcements Keynote Matthew Graff, Partner G2KYM Mark Your Calendar Networking Agenda
  • 3. Welcome to HaltonHiVE! (yes, weve changed our name!) Co-working space for entrepreneurs, freelancers and start ups 80+ members and growing! Meeting space and Conference Room Community events, networking and perks! 24/7 Membership for $99/month Contact: www.haltonhive.com staff@burlingtonhive.com (havent changed the e-mail yet!!)
  • 4. Show Of Hands 1188 members 2390 Twitter followers 67 meetups 7 peer2peer groups hundreds of LinkedIn discussions
  • 6. MAY 27/15: Pitch Yourself Workshop 30 students 5+ Mentors Workshops on pitching & networking JUNE 3/15: Speed Pitching Session 30 Students 30 Employers 30 Pitches in 60 minutes TechUnderTwenty.com Corporate Sponsors
  • 12. Meetup 68 Matthew Graff, Partner @bereskinparr
  • 13. Bereskin & Parr LLP 13 Silicon Halton Meetup #68: IP for IT Matthew Graff
  • 14. 14 Intellectual property Basic nature of IP rights Rights of exclusion Rights granted to the originator (but transferable) Policy rationale Economic incentive to encourage the creation of intangible goods Protection consumers, authors, inventors Entitlement idea that a person who creates intangible goods is entitled to control the results of their work and profit from it
  • 15. 15 Types of IP Technology-related IP Patents Industrial Designs Trade Secrets Branding-related IP Trademarks Domain names Works of Composition IP Copyright
  • 16. 16 Trademarks Word mark MICROSOFT Design mark Word/design mark
  • 18. 18 Trademarks A mark that distinguishes the goods or services of one trader from the goods or services of other traders Can be a word, symbol, design, or a combination of elements Pick a clean mark Registration optional, but provides advantages Big changes on the horizon for Canada File applications now
  • 19. 19 Copyright Protects fixed expression of an original work No protection of mere ideas Stop others from reproducing the work or a substantial part thereof Can provide protection for: software database structure (selection and arrangement of data) website structure, layout and content user guides / instructions print and video advertising, jingles, theme music In most countries, right arises automatically upon creation of the work Term is life + 50 years (generally)
  • 20. 20 Industrial designs Industrial designs (Canada) versus design patents (U.S.) Features of shape, configuration, pattern or ornamentation in a finished article, that appeal to and are judged solely by the eye Dog coats and computer icons, GUI arrangements Apple v. Samsung
  • 21. 21 Patents Protects new, inventive and useful products and technologies Limited time monopoly in exchange for public disclosure Powerful rights that cannot be defeated by ignorance of patent or independent invention Patents are national rights, and in most countries the application is examined
  • 22. 22 A patent is not A right to make the thing patented Patents confer negative rights, meaning patent owners are still subject to the rights of owners of existing patents If you obtain a patent for an improvement on an existing invention, you must obtain a license to use the existing invention Invulnerable Patents are always open to challenges of invalidity Fully effective without enforcement Patent holder must be willing to pay costs of enforcing patents
  • 23. 23 Patent advantages Offensive Stop others from using your inventions Licensing Defensive Cross-licensing Marketing Patent as an asset Business optics Investor confidence Consumer confidence
  • 24. 24 Patent realities Costs Time commitment Delay Must have an invention Enforcement Validity challenges Issues with software patents
  • 25. 25 What? Selecting inventions to patent Is it core technology? Popularity/competitive advantage of technology Lifecycle of technology Barriers to entry for competitors Ability to detect infringement Commercial versus technical considerations Patentability requirements Improvements
  • 26. 26 When? Where do I want protection? 1 year grace period in Canada, U.S. and very limited number of other countries Europe/Asia Requires inventions to have never been disclosed before filing Absolute novelty
  • 27. 27 Where? U.S. and Canada Places where you or your competitors do business Offshore manufacturing Must be practical Filing broadly is costly International application (PCT) if 3 or more countries
  • 28. 28 Software patents Subject matter eligibility law of nature, natural phenomenon, abstract ideas What is and isnt abstract? performance of business practice known from the pre-Internet world along with the requirement to perform it on the Internet (Bilski; Alice) process for data compression Despite uncertainty, big software companies are amassing large patent portfolios
  • 29. 29 Living with others patents Manage risk of infringement for new products Patent litigation is extremely costly Freedom to operate Exhaustive searching is not feasible 18 month secrecy window Deal with problems as they arise
  • 30. 30 Ownership Incorporate Get it in writing before the IP is created Consultancy arrangements Joint development of improvements Exclusivity, residual knowledge Employment Ownership transferred by paper assignment or employee contract Require all employees to enter into IP ownership and confidentiality agreements Agreements signed as a condition of employment on initial hiring Ensure that engineers and researchers keep careful records of their work
  • 31. Bereskin & Parr LLP Matthew Graff | Partner 905-817-6107 mgraff@bereskinparr.com Thank you
  • 32. Jeff Bulzak Marketing Automation & Customer Acquisition Consultant, Geek, Entrepreneur, Giver, & Start-up Supporter @BZKGroup
  • 33. Derek Lee 2275 Upper Middle Road East Suite 101 Oakville, Ontario L6H 0C3 mediarezstudio.com

Editor's Notes

  • #33: The Get to know your members segment. ~3min introductions by local tech companies.