IP 101 for Trusted Advisors (Legal, Accounting, Consulting)
Date : 12 December 2018
Time : 01 : 00 PM EST
Duration : 60 Minutes

Mary Juetten is the author of Small Law KPIs: How to Measure your Way to Greater Profits and founder and CEO of Traklight, has dedicated her more-than-30-year career to helping businesses achieve and protect their success. Specializing in leading companies in transition or start-up phases and helping them create sustainable, operational, and financial growth, Mary wants entrepreneurs and businesses to have Fortune 500 style software solutions. Using her extensive education including Bachelor of Commerce degree from McGill and a Juris Doctorate from Arizona State, as well as her US and Canadian accounting and public accountant certifications, Mary created the only self-guided software platform that creates a custom intellectual property (IP) strategy plus assesses business risk. Traklight Pro is lead generation or triage for companies; business, startup & venture, and IP attorneys; CPAs; and other professionals. Mary is an international author, blogger, speaker, and mentor. She previously represented entrepreneurs on the Board of the Crowdfunding Investment Regulatory Advocates and is currently on the Emerging Enterprise Committee of the Licensing Executives Society. In 2015 Mary co-founded Evolve Law, a sales and marketing channel for Traklight and speaks internationally on change and technology adoption in the legal industry. Mary was named to the American Bar Association's Legal Resource Technology Center 2016 Women in Legal Tech list and the FastCase Class of 2016. She now serves on the Group Legal Services Association (GLSA) Board. Mary’s new book, The Business of Legal: The Data-Driven Law Practice is available on Amazon.

Intellectual Property (IP) or intangible assets, including trade secrets and know-how, make up more than 80% of the average company's value yet many companies do not have a process to identify and protect IP. In fact, many of your clients do not recognize their IP until it's too late. Early and ongoing management decisions can impact IP ownership and the ability to leverage intangibles. On the other side, many companies infringe on others’ IP because of a lack of understanding, which can lead to costly fines.

Areas Covered

  • Understand the four types of IP | Intangible Assets
  • How to identify and protect IP | Intangibles
  • IP Management Best Practices
  • Methodology for Advising your Clients

Course Level - Basic/Fundamental

Who Should Attend

Legal professionals (other than IP lawyers), consultants, CPAs, insurance professionals, business coaches, financial planners, incubator leaders or others who advise businesses, particularly small to medium-sized. Also could target business owners.

Why Should Attend

Intellectual Property (IP) or intangible assets, including trade secrets and know-how, make up more than 80% of a company's value today which most companies do not understand. Many companies do not have a process to identify and protect IP, regardless of their size. In fact, your clients may not recognize their IP until it's too late. A basic understanding of a process to identify and how to protect that IP will help you generate more value for your clients.

  • $149.00