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Elevating the Licensing Profession Through Knowledge and Standards

CLP Educational Resources

2024 CLP Educational Resources

Participants attending CLP webinars can use them towards the education and training requirement for the CLP-Associate credential or for continuing professional development credits for CLP holders seeking to recertify.

Session 1: Building a Global IP Portfolio

Wednesday, January 24, 4-5pm ET

Did you miss the session? Request the recording of this intriguing session!

Licensing professionals consistently evaluate an organization’s existing and potential intellectual capital, constructively build an organization's intellectual property portfolio, and select assets to protect and the means of protection. An important part of this protection strategy is to select appropriate domestic and international protection, among other aspects of implementation of an intellectual capital protection strategy. Throughout this process, it is important to manage the intellectual capital portfolio for value and in a manner directed toward the organization’s strategic goals.
This panel will discuss important aspects of making decisions regarding intellectual capital with respect to domestic and international (global) protection with a particular focus on the United States, Canada, Japan, Brazil, and European Patent Offices, among other country/regional patent offices. It will discuss the considerations for filing in these countries/regions, some key differences in the jurisdictions, and how to manage the intellectual capital portfolio for value and why this is important strategically to an organization.
  • Jeffrey Whittle (moderator), Womble Bond Dickinson, Head of Global Energy and Natural Resources Industry Sector and Head of the Energy IP Subsector
  • Natalie Raffoul, BRION RAFFOUL LLP, Managing Partner; Co-Founder at Fortress IAM
  • Tatiana Campello, Demarest Advogados, Senior Partner; LESI, Corporate Secretary
  • Ken Nagasawa, Canon Inc., Advisor; LES Japan, President; JIPA, Vice Chair


2023 CLP Educational Resources

Session 4: Best Practices in Agreement Management: Navigating Licensing and Tech Transfer Agreements

Thursday, December 14, 12-1pm ET

Did you miss the session? Request the recording of this intriguing session!

This panel discussion aims to delve into the intricacies of managing various types of agreements, particularly focusing on intellectual property licensing, know-how licensing, material transfer, and inter-institutional agreements. Expert speakers will guide attendees through the essential stages of agreement planning and frequently disputed terms, emphasizing the importance of a strategic approach to align the agreement with organizational goals. A significant portion of the discussion will be dedicated to managing the evolution of the evolving terms within the draft agreement document and relationship with the other party, highlighting techniques for a win-win. Post-agreement management will also be a critical topic, addressing how to effectively implement, monitor, and modify agreements as necessary. Key lessons learned from real-world experiences will be shared, along with common pitfalls to avoid in agreement management.

The session aims to equip participants with practical knowledge and skills, with three key learning objectives:

  1. Understanding the critical components of effective agreement planning and strategy
  2. Mastering the management of document history and revisions in the agreement lifecycle
  3. Gaining insights into best practices for post-agreement management to maximize the value and compliance of the agreements


  • Don Taylor (moderator), Chief Ventures Officer, UC Davis Health
  • Becky Kaufman, Associate Vice President, Senior Associate General Counsel, The Ohio State University
  • Eugene Sisman, Interim Director, Innovation Access, UC Davis 
  • Hank Safferstein, CEO, Generian


Session 3: Negotiators are Born and Bred: Strategies for Principled Negotiation

Did you miss the session? Request the recording of this intriguing session!

Join experts for a moderated, 90-minute panel discussion focused on strategies for becoming a skilled negotiator. The tested strategies are based on experience and collected expertise from the panelists and industry resources. The moderator will lead the panelists through the strategies they have employed with time allotted for discussion, examples, and questions from the participants.

After attending the session, participants will:

  • Revisit the principles of negotiation.
  • Gain the ability to recognize and respond to different negotiation styles and techniques, arriving at the optimal solution in any negotiation scenario.

Experts include:

  • Sian Godwin, Sandoz Pharmaceuticals (moderator)
  • Anji Miller, LifeArc
  • Mariana Gonzalez-Vargas, BC&B
  • Lou Berneman, Osage University Partners


Session 2: The Do’s and Don’ts of IP Agreements: Top Tips from Experts

Did you miss the session? We've compiled some key takeaways from the engaging session here.

Join experts for a valuable dialogue focused on the do’s and don’ts of developing and drafting IP agreements. The moderated, 60-minute session will allow participants to learn from experts on both the buy and sell side of the agreement. The moderator will lead panelists through a series of questions designed to address common errors and opportunities to improve the agreement development process. Participants also have the opportunity to pose questions to the expert panel which includes:

  • Fiona Nicolson, Burness Paull LLP, CLP Board Member (session moderator)
  • Pam Cox, Partner, Marshall, Gerstein & Borun LLP
  • Kathy Ku, Chief Licensing Advisor, Wilson Sonsini Goodrich & Rosati
  • Hayley French, Chief Executive Officer, HPF Bio Ltd and Vesalius Biocapital Partners

Participants attending this session can use this as partial credit towards the education and training requirement for the CLP-Associate credential or for existing CLP holders seeking to recertify.


Session 1: Buyer’s and Sellers’ Remorse - Did I pay too much for that license, or did I fail to secure enough value? 

Did you miss the session? Request the recording of this intriguing session!

A common question organizations in the business of in- or out-licensing IP rights and other assets encounter is, “How do we know how much the asset is worth?”  The typical, and rather unsatisfactory, response is, “It’s the amount a willing buyer is prepared to pay a willing seller.”

However, there is always the fear of paying too much or asking too little. 

This 90-minute session is designed to help participants gain an appreciation for how commercial entities and academic institutions identify and evaluate opportunities.  When there’s a deal to be made, how do they value their respective IP rights and other contributions that they may bring to the relationship? The moderated session provides the opportunity for participants to engage with industry leaders in valuable dialogue on this important topic and pose their questions to the panel.

Participants attending this session can use this as partial credit towards the education and training requirement for the CLP-Associate credential or for existing CLP holders seeking to recertify.


  • Jon Soderstrom Ph.D., CLP, Chief Licensing Advisor for Wilson Sonsini
  • Joshua Richards, Head of Business Planning and Analytics, Sandoz US  
  • Ben Dibling Ph.D., CLP, Deputy Managing Director, Penn Center for Innovation (Moderator)
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