Commercial Side of IP - Okręgowa Izba Radców Prawnych w

Commercial Side of IP
18 November 2015
9:00 – 9:15
Registration of participants
9:15 – 9:30
Opening of the conference
9:30 – 10:15
Introduction to valuation. Selecting the appropriate
royalty rate and use of intangible assets to gain
business intelligence
David R. Jarczyk, ktMINE, Chicago (USA)
10:15 – 10:30
Discussion /chair: Marcin Pęksyk/
10:30 – 11:00
Coffee break
SESSION I
– accounting and obligatory reporting –
11:00 – 11:45
Valuation for the purpose of accounting and
obligatory reporting
Stella Law, Crowe Horwath (HK) Consulting & Valuation
Limited, (Hong Kong)
11:45 – 12:45
Valuation of intangible assets for the purposes of
commercialization of knowledge
Paulina Sommerrey, Sommerrey & Partners
Andrzej Półkoszek, Poznań (Poland)
– presentation in the Polish language
12:45 – 13:00
Discussion /chair: Marcin Pęksyk/
13:00 – 14:00
Lunch break
SESSION II
– case study –
14:00 – 14:30
IP Valuation experience of the Fortune 500 company
– a case study
Samir Deliormanli, Koç Holding A.Ş. (Turkey)
www.les-poland.pl
14:30 – 15:00
The IP Valuation Universe
Dominika Boehm, MBA, Siemens AG (Germany)
15:00 – 15:45
The portfolio principle – the Nortel auction and
beyond
William Edward Bird, IPLodge (Belgium)
15:45 – 16:00
Discussion /chair: Michał Siciarek/
16:00 – 16:30
Coffee break
SESSION III
– startups and financing –
16:30 – 17:15
17:15 – 17:45
Valuation of IP as a means to get from start-up to
scale-up
Dr. Dirk Groenewegen, Cells4Therapy BV, Bilthoven
(the Netherlands)
Technology transfer platform and financial
opportunities available for buyers & licensees of
technology
Mateusz Knecht, Industrial Development Agency (Agencja
Rozwoju Przemysłu) (Poland)
17:45 – 18:00
Discussion /chair: Michał Siciarek/
18:00– 18:15
Closing remarks and end of conference
* Please note that program may be subject to amendments.
For program updates see www.les-poland.pl *
www.les-poland.pl
SPEAKERS
David R. Jarczyk
Samir Deliormanli
Dr. Dirk Groenewegen
Mr. Jarczyk is the president & CEO at
ktMINE and co-chair of the LESI IP
Valuation Committee.
Mr. Deliormanli is the Innovation and IPR
Manager at Koc Holding A.Ş. (a Fortune
500 Company) and the president of the
LES Turkey.
Mr. Groenewegen holds a Masters’ degree
in chemical engineering and a PhD in
microbiology.
He recognized that intellectual assets
represent up to 80% of corporate value, but
that it was impossible to figure out
a company's innovation strategy by reading its
filings or listening to management. So he
started a company to find scattered data
which, once organized and connected, leads to
the prediction of companies’ strategies. Taking
it further, he challenged conventional pricing
models by offering data on a pay-as-you-go
basis, making data accessible to small and
large businesses alike.
Today, his company collaborates with major
players such as Thomson Reuters and
Bloomberg, and has prominent customers in
consulting, law, financial services and
government. He took ktMINE from a startup
with no customers to over 5,000 global users.
Stella Law
Ms. Law is a Director at Crowe Horwath
(HK) Consulting & Valuation Limited
and specializes in valuation of business and
intangible assets. Previously, she was the
Director of the valuation department of a S&P
500 company.
She has covered industries including but not
limited to, mining, infrastructure, food
& beverage,
environmental
protection,
manufacturing, property and construction,
apparel. She is an Accredited Senior Appraiser
(ASA) of the American Society of Appraisers,
Member of Royal Institution Chartered
Surveyors (MRICS) and Registered Business
Valuers of the Hong Kong Business Valuation
Forum (HKBVF).
Andrzej Półkoszek
Mr. Półkoszek is an economic and financial
consultant, passionate for analytical tools for
practical purposes, including the management
of the business and its intangible assets. He
has an expertise in business consultancy with
regard to financial intelligence. He is an
author of numerous valuations of intangible
assets, including patents, research and
development, licenses, trademarks and wellknown Polish brands, as well as enterprises
and their economic and financial analyzes. He
gained experience in the airline, industry,
foreign trade and banking [adviser to Credit
Department IN BRE Bank SA].
Paulina Sommerrey
Ms. Sommerrey is a legal adviser, partner at
the Sommerrey & Partners. She graduated
from Faculty of Law and Administration of
Adam Mickiewicz University in Poznań. She
completed postgraduate studies on tax and
revenue service. She specializes in commercial
and civil law and law on public procurement.
She has broad experience in corporate
consulting and court representation, she deals
with tax aspects of Intellectual Property.
He is responsible for intellectual property,
building innovation management models,
corporate entrepreneurship programmes,
IP management and licensing models for
Koc Group companies operating in various
industries, such as energy, finance,
automotive, consumer durables and
defence. He is also responsible for
analysing and advising Koc Group
companies on strategy options from
innovation and IP perspectives.
He is a member of the Inventram
investment committee, LES International
and the IP Rights Working Group of the
TUSIAD. He is one of the very few Turkish
licensing professionals to have met the
requirements to be a Certified Licensing
Professional.
Dominika Boehm, MBA
Ms. Boehm has been working in the
Licensing and Transactions department at
Siemens AG since 2009.
Within this department she is responsible
for conducting monetary valuations of
intellectual property (IP) and counseling on
various IP valuations inquires. In her role
within the department Ms. Boehm further
handles license contract compliance issues
and advises on various M&A topics. She is
a member of the Licensing Executive
Society (LES) in Germany and participates
with the IP valuation working group.
William Edward Bird
Mr. Bird works with the IPLodge bvba in
Belgium and Patentive in Germany.
He has graduated from the Queen's
College, University of Cambridge, UK with
an MA in Natural Sciences, majoring in
Physics. He holds a Certificate in
Intellectual Property from Queens' College
London and is UK chartered electrical and
electronics engineer. He has worked as an
engineer and manager in process and
product development, project management
and marketing in multinational companies
from which he has obtained a wide
experience of the requirements and
functioning of an industrial company. He
has expertise in both Common Law and
codified
legal systems, in technology
transfer licensing and in the setting up of
spin-off companies.
He is a qualified British, German and
European patent attorney and is a tutor at
CEIPI, has lectured for Pharmed, VUB
Brussels ICAB Photonics, Vlerick School of
Management, University of Leuven among
others. He is an accredited tutor of the
Licensing Executives Society Benelux.
www.les-poland.pl
After an international career as R&Dmanager in pharmaceutical and chemical
multinationals in Germany and the
Netherlands, he became a license
mediation and new-business consultant,
now with 20+ years’ experience. He is an
active participant in many international
networks, like the Licensing International
Society, the Parental Drug Association and
various other organizations involved in
Regenerative Medicine, Cell- and Gene
Therapy, Hematology & Oncology.
In 2007 he founded Glycostem
Therapeutics, a Netherlands based startup company in Cell Therapy, which he
served as CEO until 2014 and now as board
director. Since 2014 he is also active with
his new company Cells4Therapy in
helping start-ups in the field of
regenerative medicine, cell and gene
therapy to create the right business
structure for attracting funding, achieve
scale up and potential for future
commercial success.
Michał Siciarek
Mr. Siciarek is an advocate, partner at the
LDS Łazewski Depo & Partners.
He has graduated from the Warsaw
University Law School, Warsaw Catholic
University Musicology and Jagiellonian
University in Kraków (Postgraduate Degree
in Copyright and Publishing Law). He
specializes in advising on trademark
enforcement and litigation, including
complex penal, administrative and customs
anti-counterfeiting programs and on
advertising and product marking strategies,
copyright issues and unfair competition.
He is a member of INTA (Enforcement
Committee),
Marques
(Brands
and
Marketing Team) and AIPPI. Between
2004-2008 he chaired the Intellectual
Property Rights Committee at the
American Chamber of Commerce in
Poland. He is an arbitrator of the Court of
Arbitration of Audiovisual Market.
Mr. Siciarek is recommended in the Legal
500: Europe, Middle East & Africa 2013's
editorial.
Mateusz Knecht
Mr. Knecht is an advocate, senior specialist
in the field of patents in the Industrial
Development
Agency
(Agencja
Rozwoju
Przemysłu),
where
he
cooperated, inter alia, in creation of the
“Technology Transfer Platform”. He has
gained experience working for renowned
Polish law firms. Specializes mainly in
Industrial Property (trademarks, patents,
industrial designs) and copyright law.
GENERAL INFORMATION
Time
18 November 2015 (Wednesday)
Place
The conference hall of Okręgowa Izba Radców Prawnych w Warszawie (the Regional Chamber of Legal Advisers in Warsaw):
15 Żytnia street (room no 16, first floor), Warsaw, Poland – see a map.

Directions from the Central Train Station
Take tram number 22 (heading “Piaski”) to “Żytnia” station, then turn left, cross the street. The venue will be on your righthand side.

Directions from the airport by bus
The most convenient airport to come to Warsaw is Warsaw Chopin Airport. From the airport take bus number 175 to “Plac
Zawiszy”, then change to tram number 22 (heading “Piaski”) and stop at “Żytnia” tram stop, then turn left, cross the street.
The venue will be on your right-hand side.
Fee & registration
For members of LES Poland the conference fee is PLN 150,00 net* (ca.: EUR 35 net) + 23% VAT.
For non-members the conference fee is PLN 290,00 net (ca.: EUR 70 net) + 23% VAT.
The conference fee covers beverages and lunch.
* The discounted price is available also for participants who will decide to join LES Poland
before or at the time of registration for the conference.
A duly filled and signed Application From for the conference (available in Polish HERE and in English HERE) should be send:
 via e-mail (scanned) to the address doskonalenie.zawodowe@oirpwarszawa.pl
 or via fax (0048) (22) 862 59 29 or (0048) (22) 862 41 73.
The payment of the conference fee should be made to the following bank account of Okręgowa Izba Radców Prawnych:
Deutsche Bank PBC S.A. (within Poland): 58 1910 1048 2788 0250 0267 0005
Deutsche Bank PBC S.A. (outside Poland) IBAN: PL 58 1910 1048 2788 0250 0267 0005
SWIFT/BIC: DEUTPLPX
Okręgowa Izba Radców Prawnych, ul. Żytnia 15 lok. 16, 01-014 Warszawa
Please indicate: name & surname of the participant and date 18-11-2015
Participants who would like to join LES Poland and take advantage of the discounted fee (150,00 net = EUR 35 net) should follow the
above procedure and additionally send an e-mail to the address of the Society office@les-poland.pl with a scan of the signed
Declaration of Membership and confirmation of payment of the membership fee (the yearly membership fee is PLN 300 = ca.: EUR
75). The Statute of the Society and the Declaration of Membership are available in the DOWNLOAD tab of our website. And for other
benefits of joining LES Poland look in the MEMBERSHIP tab of our website. The payment of the membership fee should be made
to the following bank account of LES Poland:
Bank Pekao SA (within Poland): 24 1240 6218 1111 0000 4623 9417
Bank Pekao SA (outside Poland) IBAN: PL 24 1240 6218 1111 0000 4623 9417
SWIFT/BIC: PKOPPLPW
Licensing Executives Society POLAND, ul. Bluszczańska 73 /311, 00-712 Warszawa
Please indicate: name & surname of the participant
More details can be found here: http://les-poland.pl/index.php/en/news/67-18-november-2015-les-poland-conference
Language
The conference will be conducted in English with the exception of one presentation which will be held in Polish.
Certificates & conference materials
All participants who will attend the conference and sign the attendance list, will receive a certificate with their name and a package
with conference materials.
www.les-poland.pl
Conference organized by:
www.les-poland.pl
In cooperation with:
www.oirpwarszawa.pl
Patronage:
www.vistula.edu.pl
Sponsors:
www.les-benelux.org
www.lds-ip.pl
www.les-poland.pl
www.polservice.com.pl