Intellectual Property Valuation: What’s In and Out in 2018
Intellectual property, a subset of intangible assets, is often one of the most important sources of value for corporations. Valuing such assets can be critical for the potential growth and development of a business. In this LIVE Webcast, a notable panel of distinguished leaders and intellectual property professionals brought together by The Knowledge Group will provide and present an in-depth analysis of the fundamentals as well as recent developments in Intellectual Property Valuation. Speakers will go beyond the basics and present a sneak peek of what lies ahead in 2018 and an overview of the various types, fundamentals, and approaches of IP Valuation.
Key topics include:
- IP Valuation: Overview
- The Uses of Valuations
- Common IP Valuation Approaches
- New Methodologies
- Statistical Methods
- Risks and Challenges in IP Valuation
- Trends, Developments and 2018 Updates
Christopher Csordas, Senior Manager - Valuation Services
Crowe Horwath LLP
- Overview of Valuation of IP for Financial Reporting
- Purchase price allocation / Impairment testing
- Recognition of intangible assets / IP
- Technology based
- Valuation method selection and considerations
- Discussion of Selected Valuation Methods
- Relief from royalty method (overview)
- MPEEM / Distributor Method
- Cost Approach
- Impact of Tax Reform
- What will not change from a valuation perspective
- Elements of IP valuation that will change and what to expect
- An Income Approach example (pre and post-tax reform)
Robert L. Vigil, Principal
- Advanced valuation methods (surveys, conjoint analysis) coming into increasing use
- Most appropriate contexts for them
- The information you can get from these tools
Armando C. Chavez, Director
- Application of Valuation Issues in Patent Infringement Damages
- Addressing lost profits and the Panduit factors (Mentor Graphics v. Eve-USA, Inc. 851 F.3d 1275 (Fed. Cir., March 14, 2017)
- Addressing apportionment for reasonable royalties (Exmark Manufacturing Company Inc. v. Briggs & Stratton Power Products Group, LLC, Nos. 2016-2197 (Fed. Cir. January 12, 2018)
- Addressing comparable patent licenses for reasonable royalties (Prism Tech. LLC v. Sprint Spectrum L.P., Nos. 2016-1456, 2016-1457 (Fed. Cir. March 6, 2017)
Who Should Attend:
- Intellectual Property and Related Attorneys
- IP Asset Managers
- IP Portfolio Managers
- In-house Counsel
- Company Directors
- Chief Executive Officers
- Chief Technology Officers
- Chief Financial Officers
- Other Related/Interested Professionals
As a Principal at Analysis Group, Dr. Vigil specializes in intellectual property and breach of contract cases involving valuation, estimation of damages, and unjust enrichment. He has served as an expert witness in complex litigation matters across multiple industries, including pharmaceuticals, consumer products, computer hardware and software, and electronics. For example, Dr. Vigil was a member of the Analysis Group team that supported affiliated experts in the Apple v. Samsung patent litigation regarding the value of software features embodied in smartphones and tablets as drivers of purchasing decisions. Outside of litigation work, Dr. Vigil helps clients value intellectual property for sale or license, and evaluate potential partners for licensing, acquisition, or divestiture of assets.
As a Principal at Analysis Group, Dr. Vigil specializes in intellectual property and breach of contract cases involving valuation, estimation …
Armando Chavez is a Director at Echelon Analytics. For 17 years, Mr. Chavez has concentrated in financial and litigation consulting involving the determination of intellectual property and commercial damages. Mr. Chavez has served as a damages expert in federal and state court proceedings. As a damages expert, Mr. Chavez has provided deposition testimony and testified in court proceedings.
Mr. Chavez has performed economic damages and financial analysis involving reasonable royalty, lost profits, convoyed sales, price erosion, defendant’s profits, and other intellectual property or financial analysis. He has assisted in license negotiations and conducted royalty compliance reviews. Mr. Chavez has consulted with Fortune 500, multi-national, and mid and small-sized companies across a wide range of industries.
In addition, Mr. Chavez has taught classes at universities on intellectual property damages and valuation as well as presenting on damages and valuation topics for continuing legal education in a variety of forums.
Armando Chavez is a Director at Echelon Analytics. For 17 years, Mr. Chavez has concentrated in financial and litigation consulting …
Christopher Csordas is a senior manager in the valuation services group of Crowe Horwath LLP. With more than 12 years of direct experience, Mr. Csordas has been engaged in performing valuation analyses and reviewing third-party valuations related to financial reporting, domestic and international tax and strategic matters. Mr. Csordas focuses on the valuation of intellectual property assets and equity interest for clients in the technology, consumer products, manufacturing and health care-related industries.
Christopher Csordas is a senior manager in the valuation services group of Crowe Horwath LLP. With more than 12 years …
Print and review course materials
Method of Presentation:
Basic Knowledge in IP Valuation/IP Law
NY Category of CLE Credit:
Areas of Professional Practice
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About Analysis Group
Analysis Group is one of the largest economics consulting firms, with more than 850 professionals across 14 offices in North America, Europe, and Asia. Since 1981, we have provided expertise in economics, finance, health care analytics, and strategy to top law firms, Fortune Global 500 companies, and government agencies worldwide. Our internal experts, together with our network of affiliated experts from academia, industry, and government, offer our clients exceptional breadth and depth of expertise.
About Echelon Analytics
Echelon Analytics is a nationally recognized leader in economic and financial analysis, expert witness services, financial and forensic investigations, and business consulting. From its offices in Dallas, Houston, Salt Lake City and Los Angeles, the firm works with law firms, corporations, government entities, and private individuals across the United States and internationally in matters involving commercial damages, intellectual property disputes and valuation, and banking and finance litigation.
Echelon assists clients involved in commercial disputes and litigation, as well as those needing help assessing value and risk in the context of pre‐litigation, mergers and acquisitions, joint ventures, licensing, and sales. Echelon’s practitioners deliver complex information in an organized and easy‐to‐understand way for the users of the information to make important decisions, such as juries, investors, and government agencies. Learn more about Echelon at ea-us.com.
About Crowe Horwath LLP
Crowe Horwath LLP (www.crowehorwath.com) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Horwath International, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in nearly 130 countries around the world.