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This workshop aims to serve the needs of individuals from business, law, and government with responsibility for intellectual property, knowledge, and technology policy, management, and strategy. In the context of a global economy, the instructors introduce core concepts and principles of the law, economics, and management of patents, trade secrets, copyrights, and trademarks and relate these intellectual property policies to business competitive advantage and the commercial value chain. Participants are challenged to design for themselves practical and realistic new business and policy strategies.
Day One: Tuesday June 18, 2002
09:00	Welcome and Introduction Director General Emma C. Francisco, IPO-P Hon. Bruce Lehman, President and CEO, IIPI Dr. Michael Shapiro, USPTO
09:30	Competing in an Intellectual Property-Based World Economy Dynamics of knowledge-based world economy; role of intellectual property in global competitive advantage; internationalization of intellectual property law; piracy and need for effective enforcement. Professor Michael P. Ryan, Georgetown University
11:00	Morning Break
11:15	Patents, Technology, and New Product and Process Innovations Technology patterns and trajectories; research paradigms and standards; disruptive technologies and paradigm shifts; patents, plant breeder rights, and technological innovation; novelty and utility tests; prior art and examination; patent scope and limitations; patent gazette and research. Prof. Ryan
12:45	Lunch
14:00	Trade Secrets and Proprietary Knowledge Trade secret protections; proprietary knowledge; commercial value and reasonable efforts tests; reverse engineering exception; regional knowledge clusters and sociology of innovation; employment contracts. Prof. Ryan
15:30	Afternoon Break
15:45	Copyrights and Informational and Cultural Products Copyrights and economics of cultural and informational products; originality test; idea/expression dichotomy; fair use doctrine; substantial similarity and infringement; special piracy challenges. Prof. Ryan
14:15	Open discussion of topics presented
Day Two: Wednesday June 19, 2002__
09:00	Achieving Global Competitive Advantage through Business Analysis Competition analysis, including value chain analysis--R&D, production and operations, marketing and distribution; identification of sources of competitive advantage and market power; barriers to entry and exit. Professor Douglas Sanford, Assistant Professor, Towson University
11:00	Morning Break
11:15	Strategic Alternatives of Organization Economies of scale and scope in production and distribution; network economies; integration and externalization strategies; licensing, joint venture, and strategic alliance strategies; complementary assets; knowledge capability and organizational learning considerations. Professor Sanford
13:00	Lunch
14:00	Copyright and Digital Commerce Business Strategies Digital cultural products and services; creative Internet-based strategies of production and distribution; business opportunities and competitive challenges; role of copyright law and digital enforcement. Dr. Shapiro Ferdinand Negre, Partner, Bengzon & Negre Law Offices
15:30	Afternoon Break
15:45	Trademarks and Brand Management Trademarks, good will, and brand awareness; trade dress; examination and registration; distinctiveness; usage and strength of rights; confusion and infringement in the marketplace; famous brands; dilution and genericness; Internet domain names. Professor Ryan
17:00	Trademark Conflict and Dispute Settlement Judge Rany Simms, USPTO, Trademark Trial and Appeal Board
18:30	Reception Residence of the U.S. Ambassador
Day Three: Wednesday June 19, 2002_ ___
09:00	Global Strategies of Innovation, Production, and Distribution Multinational strategies of trade, joint venture, and foreign direct investment; value-chain applications regarding innovation, production, and distribution; challenges of coordination and integration; legal, political, and social risk analysis. Professor Sanford
11:00	Discussion of Mock Trial and related issues
11:15	Finding Business Opportunity in Local Advantages Analysis of human, organizational, legal and policy, and cultural sources of local competitive advantage. Professor Sanford
12:45	Lunch
14:00	Intellectual Property Enforcement: Necessity and Challenges WTO TRIPS obligations regarding intellectual property enforcement; border and customs challenges of enforcement; police, prosecution, and judicial challenges of intellectual property enforcement. Dr. Shapiro
Speaker Biographies
Honorable Bruce A. Lehman President, International Intellectual Property Institute Mr. Bruce Lehman is President and CEO of the International Intellectual Property Institute (IIPI). Mr. Lehman is a member of the Policy Advisory Commission to the director general of the World Intellectual Property Organization (WIPO) and he is president of the U.S. Committee for WIPO. Mr. Lehman is also a member of several corporate boards, including the Patent & Licensing Exchange, Inc. and Ford Technology Licensing, Inc., a wholly owned subsidiary of the Ford Motor Company. Prior to founding IIPI, Mr. Lehman served as Assistant Secretary of Commerce and U.S. Commissioner of Patents and Trademarks from August 1993 through December 1998. As the Clinton Administration's primary representative for intellectual property rights protection, he was a key player on these issues, both domestically and internationally, and was intimately involved in negotiations related to the Agreement on Trade Related Aspects of Intellectual Property, the WIPO Copyright Treaty and the WIPO Performances and Phonograms Treaty. For ten years prior to joining the Clinton administration, Lehman was a partner in the Washington, D.C., law firm of Swidler & Berlin. There he represented individuals, companies, and trade associations in the areas of intellectual property rights. Prior to entering private practice, Lehman worked for nine years in the U.S. House of Representatives as counsel to the Committee on the Judiciary and chief counsel to the Subcommittee on Courts, Civil Liberties, and the Administration of Justice. Lehman was the Committee's principal legal adviser in the drafting of the 1976 Copyright Act, the 1980 Computer Software Amendments, and 1982 Amendments to the Patent Laws. Mr. Lehman received a B.A. and a J.D. from the University of Wisconsin. Michael P. Ryan Professor of International Political Economy and Public Management Georgetown University McDonough School of Business Michael Ryan teaches and conducts research regarding international political economy at the Georgetown University McDonough School of Business. He specializes in the International law, politic, policy, diplomacy and public administration of intellectual property and trade. Professor Ryan is the author of two books: Knowledge Diplomacy: Global Competition and the Politics of Intellectual Property (Brookings, 1998) and Playing by the Rules: American Trade Power and Diplomacy in the Pacific (Georgetown, 1995). He is presently co-authoring Knowledge Management Strategies for the World Economy. In 1994, Professor Ryan established the first intellectual property course in a school of public and international affairs with his Georgetown School of Foreign Service course and in 1996 established the first business school course dealing with the subject of Intellectual Property and Knowledge-Based Competition. He has recently lectured in Argentina, Brazil, Chile, Japan, Jordan, Malaysia and Peru and is a consultant to developing country governments and has been a guest lecturer at China University of Political Science and Law and a guest scholar at the Brookings Institution. He coordinates the electronic commerce executive education program at Georgetown. Professor Ryan received his Ph.D. in political science at the University of Michigan. Douglas Sanford, PhD Visiting Assistant Professor, Towson University Mr. Sanford specializes in international management with emphasis on globalization/localization business strategies, the effect of national culture on business, and international brand management. His articles have appeared in International Marketing Review, The International Executive, and The Asian Case Research Journal. He has managed the research department at a business advisory firm, where his duties included authoring 25 research notes to a client base of senior executives. Formerly with the Peace Corps in Sub-Saharan Africa, Professor Sanford teaches international business and corporate strategy at the College of Business and Economics at Towson University. He earned a doctorate in business administration at the University of Michigan School of Business Administration. Dr. Michael S. Shapiro Attorney-Advisor, Office of Legislative and International Affairs U.S. Patent and Trademark Office Dr. Shapiro is an attorney specializing in domestic and international copyright issues. The former General Counsel of the National Endowment for the Humanities, Dr. Shapiro currently serves as Attorney-Advisor, Office of International and Legislative Affairs, United States Patent and Trademark Office (USPTO). Prior to joining the USPTO, Dr. Shapiro was in private practice, counseling a diverse clientele in the commercial and nonprofit sectors. With Bruce A. Lehman, Dr. Shapiro helped to launch the International Intellectual Property Institute (IIPI) and served as its first General Counsel. Within the IIPI, Dr. Shapiro directed the “World Museums and Economic Development” project. The resource materials resulting from the project are available on the website of the World Intellectual Property Organization (WIPO). Dr. Shapiro has written extensively and lectured widely on a broad range of legal and cultural topics. He is the co-author of A Museum Guide to Copyright and Trademark (1999), the editor of The Museum: A Reference Guide (1990), a contributing author to Copyright’s Role in Economic and Social Development (2001) and to International Intellectual Property: the European Community and Eastern Europe (1992). Dr. Shapiro earned the Ph.D. in American Civilization from Brown University and the JD from the George Washington University Law School. Honorable Rany L. Simms Administrative Trademark Judge, Trademark Trial and Appeal Board (TTAB) U.S. Patent and Trademark Office Rany L. Simms is an Administrative Trademark Judge with the Trademark Trial and Appeal Board. He received a B.A. degree from the University of Illinois, Champaign-Urbana, in 1969 and his J.D. in 1972 from the University of Illinois College of Law. He first joined the U.S. Patent and Trademark Office in 1972 as a Trademark Examining Attorney, and worked for the Board as an Interlocutory Attorney from 1975 until 1980. He became an Acting Member of the Board in 1980 and has been an Administrative Trademark Judge (formerly called Member) since 1981. He has written numerous articles for the Trademark Reporter (published by the International Trademark Association) and has spoken on a number of occasions about practice before the Trademark Trial and Appeal Board. He is admitted to practice in the state of Maryland.