Law Seminars International Presents

An Intensive One-Day Workshop on

Open Source Software

Practical guidance in locating open source code and determining the best policies to deal with it

May 18, 2007
Grand Hyatt San Francisco in San Francisco, CA
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Who Should Attend

In-house counsel, IP lawyers, technology executives, software and hardware manufacturers

Why Attend

"Although in the past the goal has often been to isolate open source software, many organizations have moved to a phase of integrating open source code and collaborative development models into daily operations and business controls. ~As the intellectual property world continues to grapple with the challenges in this rapidly expanding and uncharted territory, it is important to know what the current field looks like, points to consider, what tools are available to effectively perform due diligence and what major leaders in the software industry are doing to set a precedent in establishing their own open source policies. ~This workshop is carefully designed to help you discover how to look at open source issues on a global and granular level, identify when to take calculated risks, and, to begin to understand the impact of software patents and be aware of current policy trends. ~One of the program's highlights focuses on the use of automated tools. Learn how to do an open source analysis without going into the programming pits, and what course of action to take to fulfill your obligations of due diligence. ~Attendance at this seminar will prove an invaluable resource for anyone who wishes to confidently address, protect and litigate the undeniably pervasive issue of open source and its impact on patent portfolios and general business practices." ~ Program Co-Chairs: Karen F. Copenhaver, Esq. and Stacy A. Snowman, Esq.

What You Will Learn

~Current Events--The Year in Review ~Development of Open Source Policies ~Open Source Verification and Audit: Using Time Honored Methods and the New Automated Tools ~Software Patents: Overview Proposals; Process and Final Provisions; ~Litigation Trends and Lessons ~Impact of Open Source on Your Patent Portfolio ~Predictions for the Future and the Impact on Your Decision Making

What Attendees Have Said About Similar Programs

~Extremely informative and practical, versus other open source programs which are less practical. ~Great to have so many business folks & lawyers on panel rather than just law firm lawyers because they understand the real world practicalities/risk analysis that has to be done. ~ This was one of the most relevant and interesting CLEs I've attended. ~This was a great day of learning--thank you. ~ Hands down the best conference/seminar I've attended - and the only one that stayed on time (thank you!). Well organized; extremely knowledgeable and lively speakers; very useful, practical information and insights.


Friday, May 18, 2007

8:00 am Registration & Continental Breakfast
8:30 am Introduction: Current Events--The Year in Review
  What have we learned in the last four quarters? To what extent were the events a natural progression from what came before? To what extent were there unexpected developments and surprising turns of events?
  Stacy A. Snowman, Esq., Program Co-Chair
DLA Piper / San Francisco, CA
  Karen F. Copenhaver, Esq., Program Co-Chair
Choate, Hall & Stewart LLP / Boston, MA
9:30 am Development of Open Source Policies
  Many different approaches have been taken in the implementation of corporate polices on open source usage. How does corporate culture impact policy development? Are there lessons learned that have universal applicability?
  Yusuf Cassim, Vice President and Associate General Counsel
Charles Schwab & Co., Inc. / San Francisco, CA
  Many different approaches have been taken in the implementation of corporate polices on open source usage. How does corporate culture impact policy development? Are there lessons learned that can be have universal applicability?
  Gemma M. Dreher, Esq., Senior Counsel
BAE Systems / Nashua, NH
10:30 am Break
10:45 am Open Source Verification and Audit: Using Time Honored Methods and the New Automated Tools
  Laying the groundwork for internal controls; striking the balance between soft issues (written policies and education) and implementation of automated processes (data collection and preservation of records); options available for due diligence
  Audrey F. Dickey, Esq., Corporate Counsel
Adaptec, Inc. / Milpitas, CA
  James R. Knox, Esq., Director, Intellectual Property
TIBCO Software Inc. / Palo Alto, CA
  Douglas B. Luftman, Esq., Associate General Counsel, Intellectual Property
Palm, Inc. / Sunnyvale, CA
12:00 pm Lunch (on your own)
1:15 pm Impact of Software Patents on Commercial Agreements
  Software patents vs. software patent licensing; context of open and closed source software offerings; evolution of patent related provisions of software licensing; patent savvy market leaders vs. the rest of the industry; emergence of standard practices
  Jason M. Schultz, Esq., Staff Attorney
Electronic Frontier Foundation / San Francisco, CA
  Christian Nadan, Esq., Associate General Counsel and Director
Sun Microsystems, Inc. / Santa Clara, CA
2:15 pm Impact of Open Source on Your Patent Portfolio
  How open source licenses differ in terms of the patent licenses granted, expressly or by implication, upon the use, development or distribution of open source software; consensus on the value of patent termination provisions; steps to address litigation
  Maurice J. Pirio, Esq.
Perkins Coie LLP / Seattle, WA
  P. McCoy Smith, Esq., Senior Attorney
Intel Corporation / Hillsboro, OR
3:15 pm Break
3:30 pm Closing Panel: Predictions for the Future and the Impact on Your Decision Making
  What will be happening over the next year, the next decade?
  Stacy A. Snowman, Esq., Program Co-Chair, Moderator
DLA Piper Rudnick Gray Cary / San Francisco, CA
  Karen F. Copenhaver, Esq., Program Co-Chair
Choate, Hall & Stewart LLP / Boston, MA
  Scott K. Peterson, Esq., Senior Counsel, Intellectual Property
Hewlett-Packard Company / Andover, MA
  Jason B. Wacha, Esq., General Counsel
MontaVista Software, Inc. / Santa Clara, CA
5:00 pm Evaluations & Adjourn


Regular tuition for this program is $795 with a group rate of $720 each for two or more registrants from the same firm. For government employees, we offer a special rate of $645. For students and people in their job for less than a year, our rate is $397.50. All rates include admission to all seminar sessions, food and beverages at breaks, and all course materials. Make checks payable to Law Seminars International.

Cancellation & Substitution

You may substitute another person at any time. We will refund tuition, less a $50 cancellation fee, if we receive your cancellation by 5:00 p.m. on Friday, May 11, 2007. After that time, we will credit your tuition toward attendance at another program or the purchase of a homestudy. There is a $25 cancellation fee for Course Materials orders and $50 for Homestudy orders.

Continuing Education Credits

Law Seminars International is a State Bar of California approved MCLE provider. This program qualifies for 6.75 California MCLE credits. Upon request, we will apply for CLE credits in other states and other types of credits.


The workshop will be held at the Grand Hyatt Union Square Hotel at 345 Stockton Street in San Francisco, CA 94108. Call the hotel directly at (415) 398-1234 for reservations at the special negotiated rate of $255 and mention that you are attending a Law Seminars International workshop. Rooms are on a first come, first served basis.
More about the Location
Map & Directions

If You Cannot Attend

Our complete Homestudy Course, consisting of a VHS or DVD recording and the written course materials, is available for $805. The written course materials alone are available for $100. We will ship your homestudy order via UPS ground within two weeks after the seminar or the date we receive payment (whichever is later).
Order Homestudy

Faculty Bios

Karen F. Copenhaver, Program Co-Chair, partner at Choate, Hall & Stewart LLP's Business and Technology group, focuses on technology transfer and licensing of intellectual property, particularly in the areas of software licensing and open source business models. Active on the Board of Advisors of Black Duck Software, Inc., she was instrumental in establishing automated methods of software compliance management as an industry best practice.

Stacy A. Snowman, Program Co-Chair, partner at DLA Piper, concentrates in intellectual property issues for technology companies; international technology licensing transactions; Internet transactions; software licensing and multimedia transactions; intellectual property audits; distribution, dealer, VAR, ISV, and OEM agreements; and assisting with licensing, warranty and related issues.

Yusuf Cassim, Vice President and Associate General Counsel and head of the Charles Schwab & Co., Inc. IP and contracts group, was previously at CSAA and an associate with Thelen, Marrin in San Francisco. He is also admitted to practice in South Africa.

Audrey F. Dickey, Corporate Counsel at Adaptec, Inc., specializes in licensing, and has worked at Adobe, Synopsys, Apple and AST Research. Prior to becoming an attorney, she was at several high-tech companies in the areas of software engineering and marketing.

Gemma M. Dreher, Senior Counsel for the Electronics and Integrated Solutions Operating Group of BAE Systems, advises and represents the company's legal matters and adversary proceedings. She has worked with the Operating Groups engineering management to establish an automated system for license review, written policies on the management of open source software, and developed a litigation risk assessment plan for the legal department.

James R. Knox, Director of Intellectual Property at TIBCO Software Inc., is responsible for managing all aspects of the company's intellectual property including patents, trademarks, inbound technology agreements, and technology due diligence, including source code audits. Prior to joining TIBCO, he was an associate at Heller Ehrman LLP.

Douglas B. Luftman, Associate General Counsel of Intellectual Property at Palm, Inc., focuses on strategic intellectual property counseling, patent portfolio development, intellectual property assertions, standards development, IP and technology licensing, and open source management and strategy.

Christian Nadan, Associate General Counsel and Director for Sun Microsystems, Inc., heads the legal group responsible for supporting all Sun software. An adjunct professor of law at the University of California, Berkeley, Boalt Hall School of Law, he teaches intellectual property transactions and is a frequent speaker to industry groups, including the Open Source Development Labs and the Computer Law Association.

Scott K. Peterson, Senior Counsel, Intellectual Property for the Hewlett-Packard Company, focuses on the computer industry. He has provided legal advice on free and open source software licenses for a wide range of projects and has been counsel to HP's Open Source Review Board since its formation.

Maurice J. Pirio, partner at Perkins Coie LLP, focuses on patent procurement, computer-related patents and litigation, software protection and intellectual property law. He also devotes his time to strategic planning for patent portfolios, rendering invalidity and non-infringement patent opinions, and client counseling to avoid patent infringement.

Jason M. Schultz, Staff Attorney at the Electronic Frontier Foundation, specializes in intellectual property and reverse engineering. Previously at Fish & Richardson P.C., he invalidated software patents and defended open source developers in law suits. He currently leads EFF's Patent Busting Project.

P. McCoy Smith, Senior Attorney, Intellectual Property, for Intel Corporation's Software & Solutions Group and Channel Products Group, chairs the company's Open Source Legal Practice Group, teaches patent bar review for Patent Resources Group, and is a member of the Open Source committee of the Intellectual Property Owners Association.

Jason B. Wacha, Vice President of Corporate Affairs, General Counsel and Corporate Secretary for MontaVista Software, Inc., develops and implements the company's domestic and international intellectual property strategy. He writes and speaks globally on open source licensing and the GPL.