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Software Licensing and SaaS Agreements: Fundamental Tools and Best Negotiation Strategies for 2018 and Beyond

Business and Corporation CLE

Software Licensing and SaaS Agreements: Fundamental Tools and Best Negotiation Strategies for 2018 and Beyond

Live Webcast Date: Wednesday, November 08, 2017 at 3:00 pm - 4:00 pm (ET)
Business and CorporationRecording

Data security, privacy, service performance, intellectual property ownership, business operations and customer service are a few of the many issues that businesses may encounter when negotiating software license and SaaS contracts. It is important that these issues are addressed as companies decide on the right approach to draft software license and SaaS agreements. Businesses and their counsel must also understand the key clauses that should be included in software license and SaaS agreements. Due diligence and legal review of the agreement will help mitigate any complications, costs, and regulatory liabilities.

In this Webcast, a panel of distinguished professionals and thought leaders assembled by The Knowledge Group will help the audience understand the common challenges with negotiating and drafting software license agreements and SaaS contracts. They will also explain the critical provisions that should be included in the agreements and key considerations during contract negotiations.

Key topics include:

  • Software v. SaaS Introduction and Background
  • Drafting and Negotiating Key Provisions (Outline standard provisions and Risks)
  • Documentation; Service Level Agreement
  • Emerging Pricing Models  
  • Termination and Transition Services Agreements
  • SaaS Technology Partners and Outsourced Suppliers

Who Should Attend

  • Chief Information Officers
  • Chief Technology Officers
  • Chief Financial Officers
  • Contract Negotiators
  • Software Licensing Professionals
  • In-House Counsel
  • IT/IS/MIS Managers
  • Contract Managers
  • Contract Administrators
  • Purchasing/Procurement Agents
  • Consultants

Faculty

Rachel Lerner

Rachel Lerner
Special Counsel
MWH Law Group

Robert Hart

Robert Hart
Partner
Apogee Law Group P.C.

Click Here to Read Additional Material

SEGMENT 1:
Rachel Lerner, Special Counsel
MWH Law Group
  • Software  Proprietary Protection
  • Types of Software Licenses
  • Traditional Software
  • Business Risks When Software License Disputes Occur
  • Software License Agreements Negotiation Plan
  • Negotiation Strategy Key Issues and Tips
  • Digital Transformation

SEGMENT 2:
Robert Hart, Partner
Apogee Law Group P.C.
  • SAAS Service Models
  • Differences Between Service Models
  • Deployment Models
  • Key License Terms

Rachel Lerner

Rachel LernerSpecial CounselMWH Law Group

Rachel Lerner has over twenty years of experience on legal issues related to intellectual property, technology and conducting business online.  She advises clients in connection with software development, licensing and sale. She has drafted and negotiated software agreements for clients across a wide spectrum of industries including software, e-commerce, mobile, digital media, entertainment, marketing, consumer products, manufacturing, medical and insurance. She represents clients of all sizes and industry leaders including Adobe and Google.  Software-as-a-Service agreements are rising in popularity.   SaaS is increasingly recognized by clients as a necessary asset in order to secure a competitive position in the marketplace.  Rachel has extensive experience structuring and negotiating SaaS  Agreements, Statements of Work, Service Level Agreements, Terms of Service SaaS, Privacy Policy SaaS.  Representative agreements include; Adobe On Demand Advertising SaaS, Hasbro Content Production SaaS, Auditude Internet Advertising SaaS, insurance.com Real Time Quote SaaS, American Greetings Mobile App Digital Content SaaS, Drop IoT SaaS.    She is recognized for expertise drafting and negotiating agreements that  protect her clients’ legal interests, reduce risk and promote profitability.   

Rachel is a frequent speaker,  published author and Adjunct Associate Professor of Law at Case Western Reserve University School of Law.  She has worked at The Rock and Roll Hall of Fame and Museum, Jones Day, American Greetings, insurance.com, Adobe and Hasbro and is currently Special Counsel to MWH Legal Group.

Robert Hart

Robert HartPartnerApogee Law Group P.C.

Robert represents companies through all phases of their growth and development.  Robert specializes in handling routine to complex intellectual property issues.  His clients range in diversity from food processing companies; high tech computer hardware and software companies; and consumer products in the transportation, outdoor sporting goods and audio systems industries.

Robert handles a full service, domestic/international, intellectual property practice that includes drafting and filing patent applications in the electrical, mechanical, fluid dynamics and software technical fields.  He also engages in related prosecution of patent and trademark applications before the U.S. Patent and Trademark Office.  He has handled patent and trademark appeals as well as worked on Inter Partes Review (IPR) proceedings.

His litigation practice includes all aspects ranging from pre-filing advice, trial and appellate practice in both federal and state courts.  He also has experience with domestic (JAMS) and international arbitrations (Int’l Chamber of Commerce).   

Robert has technical backgrounds in electrical engineering, computer science, chemistry and petroleum engineering.  After working for several years in the petroleum industry, he obtained his law degree from the University of Tulsa and an LL.M. in Intellectual Property Law from The John Marshall Law School.  For the last twenty-four years, he has worked both in private practice and as in-house counsel. 

Mr. Hart frequently lectures on a variety of business and legal topics.  From 1994 until 2003, Robert co-taught Masters Classes for lawyers in Appellate Brief Writing and Appellate Advocacy with the Honorable Paul Michel, Chief Judge, U.S. Court of Appeals for the Federal Circuit at the John Marshall Law School.  He has also taught trial practice for lawyers at Chicago Kent College of Law.  Mr. Hart is a member of the Association of Corporate Counsel, the Licensing Executives Society (LES), and the Richard Linn American Inn of Court located in Chicago.

Course Level:
   Intermediate

Advance Preparation:
   Print and review course materials

Method Of Presentation:
   On-demand Webcast

Prerequisite:
   Experience in acquisition or contracting of computer software, hardware or maintenance

Course Code:
   146775

NASBA Field of Study:
   Information Technology - Technical

NY Category of CLE Credit:
   Skills

Total Credit:
   1.0 CLE

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About the Knowledge Group

The Knowledge Group

The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.

About the Knowledge Group

The Knowledge Group

The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.

MWH Law Group LLP is a minority-owned law firm delivering the highest quality legal advice and service. MWH harnesses the power of its attorneys’ diverse backgrounds to provide a broader and more complete perspective for clients. The firm’s legal expertise includes labor and employment, litigation, corporate, transactional, real estate, technology, intellectual property and public finance. Clients include domestic and international companies ranging from Fortune 500 corporations to emerging ventures. MWH provides legal services across a wide range of industries with a strategic focus on financial services, technology, cloud services, software, digital media, e-commerce, entertainment, consumer products, retail, publishing, healthcare, food and beverage, and manufacturing. For more information, visit www.mwhlawgroup.com

Website: http://mwhlawgroup.com/

Apogee Law Group P.C. is a small firm law firm with offices in Chicago and Los Angeles.  We strive to have a close relationship with our clients and strive to understand their business needs and influences on our clients’ respective industries.  Apogee’s expertise is in intellectual property, corporate, entertainment, commercial and litigation related matters.  We also have expertise in helping technology related start-up companies navigate through their legal needs.  And, we are dedicated to providing the highest quality legal services to our clients.

Website: http://www.apogeelawgroup.com/

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