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INTELLECTUAL CAPITAL: Connecting the Financial and IP Communities

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The Silicon Valley Chapters of LES and the Financial Executives International are pleased to co-present an interactive webinar.

Registration Fee is complimentary.
A webinar link will be sent after your registration.

FEI Silicon Valley and the Licensing Executives Society USA/Canada-Silicon Valley invite you to participate in a groundbreaking interactive webinar on the integration of Corporate Finance and IP Management.

PROGRAM:

A panel of seasoned professionals will discuss a number of Intellectual Capital (IC) intersection areas including:

  • Identifying the relevant categories of IC for a particular company
  • Getting board-level and C-Suite support for establishing a corporate IC strategy
  • Developing IC management business processes, such as:
    • IC Valuation
    • IC Accounting
    • IC Financial Reporting
    • IC Transactional Issues
    • IC Tax Considerations

PANEL:

Mary Adams, Founder, Smarter Companies
Bill Elkington, Founder, Mind IC
Petra Loer, Managing Director, Valuation Services, Andersen
Kathy Ryan  Founder and Chair of RoseRyan
Moderator: Ron Laurie, Executive Chairman and CIPO, InventionShare

Click here to register

PANEL BIOS:

Mary Adams, Founder, Smarter Companies
Mary is a consultant, speaker and practitioner of intangible capitalism which focuses on the long-term pursuit of both profits and prosperity. Her current work is focused in three communities that she helped create: The Exit Planning Exchange that brings long-term thinking to the private company market. The Integrated Reporting U.S. Community that brings long-term thinking to public companies. And Smarter-Companies, a specialty consulting community that provides methodologies and tools to support intangible capitalism. Mary is the co-author of Intangible Capital: Putting Knowledge to Work in the 21st Century Organization. Prior to starting her consulting firm in 1999, she spent 14 years as a high-risk lender in the U.S. and Latin America at Citicorp and Sanwa Business Credit.

Bill Elkington, Founder, Mind IC
Bill’s career in three Fortune 500 companies, a startup, and now in his consulting firm—Mind IC LLC—has been in the field of intellectual capital management. His focus has been on uncovering, creating, protecting, and extracting the value of companies’ intellectual capital assets. His expertise is in various areas of intellectual capital management: business cadre leadership, rights valuation, rights strategy, public policy, enterprise policy and process, transactions, patent protection, and change management and communication across the enterprise.

Ron Laurie, Chair, LES Silicon Valley Chapter
Ron has worked in Silicon Valley since before it had that name, initially as a systems engineer and then as an IP lawyer and patent strategist. He was a founding partner of the Silicon Valley offices of Irell & Manella, Weil Gotshal and Skadden Arps and has taught IP strategy courses at Stanford and Berkeley law schools. Ron is Executive Chairman and CIPO at InventionShare, a new kind of early-stage fund that transforms breakthrough inventions into broadly patented platform technologies which can be productized by global companies across a broad range of applications and markets. He sits on four other boards, including the oldest and most successful publicly-traded patent licensing company.

Petra Loer, Managing Director, Valuation Services, Andersen
Petra is a member of the Valuation Services Group at Andersen, a global tax and financial advisory firm. Her experience includes the valuation of closely-held businesses, business interests, intangible assets, intellectual property, debt instruments, and derivatives. These engagements span a variety of purposes, including financial reporting, tax planning and reporting, mergers and acquisitions, litigation support, strategic planning, and restructuring. Petra’s client basis ranges from small closely held businesses to multi-billion-dollar multinational public companies, in industries as diverse as manufacturing to technology.

Kathy Ryan is a founder and Chair of RoseRyan, an award-winning advisory firm that solves companies’ finance and accounting challenges. Working out of Silicon Valley since 1993 — primarily with tech and life sciences companies like Roku, Gilead and an array of startups — RoseRyan hones the finance function of public and private companies with its proven solutions and dream team of consultants. The firm’s full-stack, on-demand services unlock the potential of clients at every lifecycle stage, guiding companies through transformational growth. Known as a steady leader who values pragmatic innovation, Kathy has been twice named to the national list of elite managing partners by Accounting Today. She recently created two other companies, one of which is an integrated SaaS solution for consulting firms. She also helped found FINACA, a national association of firms like RoseRyan. Recruited for her financial acumen, Kathy was a board member of Scott Valley Bank from 2016-2018, serving on its audit, risk and executive compensation committees.

Click here to register for this event co-hosted by:

 

 

 

 

 

LES-SV CLE Credit: 1.5 hours MCLE credit available (California).

 

CPE Credits

One and a half (1.5) CPE credits available. Field of Study: TBA

FEI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, www.NASBARegistry.org.