Date: June 1 - 2, 2011
Location: Cambridge, MA
Many standalone intellectual properties are worth more than companies in the S&P 500. Early stage technologies rely heavily on IP – without it, they may command little value in the market. Yet, IP valuation remains tricky; there are no comparables in the market, discount rates are not directly observable, competitors can attack protections, and the commercial market may be less than expected.
While correctly assessing IP value can lead to remarkable shareholder wealth creation, incorrect valuation can be very costly. In today’s environment of open innovation and technology partnerships, this is particularly true. To provide you with realistic guidelines to correctly value your organization’s early stage technologies, this course provides detailed steps to:
This hands-on session is led by Mike Pellegrino, author of BVR’s Guide to Intellectual Property Valuation, and one of the world's foremost experts on how to value early stage technologies. Through a combination of methods, case examples, and hands-on exercises, you will learn to take the guesswork out of this critical activity.
This workshop is offered in partnership with Business Valuation Resources, LLC
President and Founder
Pellegrino & Associates, LLC
Mike Pellegrino is the author of BVR’s Guide to Intellectual Property Valuation. His firm, Pellegrino & Associates, LLC, offers a range of valuation services that merge complex intellectual property, finance, and technology issues into quantifiable, defensible value opinions. He specializes in early stage IP and software valuations. Before founding Pellegrino & Associates, Mike had a successful career as both a software engineer and as a finance officer for a leading Indiana technology firm. He has provided valuation guidance internationally for clients ranging from FORTUNE 500 companies to municipal governments, on projects as diverse as consumer products and military communication systems.
Specifically you will learn:
5 Key Deliverables
8:00 a.m. Registration/Continental Breakfast
8:30-10:00 a.m. Session 1: What Is IP Valuation?
10:00-10:20 a.m.Coffee Break
10:20-12:00 Session 2: Tying Technology Valuation to Your Business
12:00-1:00 p.m. Lunch
1:00-4:45 p.m. Session 3: Advanced and Practical Working Examples of IP Valuation
5:00-6:00 p.m. Wine and Cheese Reception
8:00 a.m. Continental Breakfast
8:30-12:00 a.m. Session 4: Advanced and Practical Working Examples of IP Valuation (Continued)
12:00-1:00 p.m. Lunch
1:15-3:45 p.m. Session 5: Applying Tools and Methods
3:45-4:00 p.m. Wrap-Up/Session Concludes
** Bringing your laptop is recommended for these exercises.
This workshop is designed specifically for technology managers, CTOs, SVPs, and VPs of R&D, technology development, business development, strategy, open innovation, sourcing/scouting, and finance. Cross-functional team attendance is encouraged. (Group discount available, please see registration page.)
Dates/Schedule: The workshop will be held June 1-2, 2011. Registration and continental breakfast begins at 8:00 a.m. on June 1; the workshop begins at 8:30 a.m. and concludes at 4:00 p.m. on June 2.
Location/Accommodations: The Le Méridien Cambridge-MIT, 20 Sidney Street, Cambridge, MA has a block of rooms reserved for Management Roundtable at a group rate of $199 per night. Please call 617-577-0200 for room reservations, and mention that you will be attending Management Roundtable’s Technology Valuation workshop. You can also reserve your room online.(Be sure to reserve your room early; space is limited).
$1995/person. Fee includes workshop materials, luncheons, refreshment breaks, reception and post-workshop follow-up. Group Discount: Teams of 3 or more that register together may deduct $100 each from the fee.
Your satisfaction is 100% guaranteed – money-back or credit. If you’re not satisfied with the quality of this program, let us know in writing and we will refund your registration fee.
You may send a substitute attendee in your place at any time with no penalty (please inform us in advance). Cancellations made within 5 business days of the event are subject to a $500 administration fee or the full fee can be credited towards a future Management Roundtable event. No-shows are liable for the full fee.
Business casual. Layers recommended as room temperatures may fluctuate.
Recommended CPE: 15.5 Credit Hours (Specialized Knowledge & Applications)
Program Level: Advanced
Preparation Required: None
Delivery Method: Group Live, Group Internet-Based
Business Valuation Resources, LLC 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. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417.
Or register by phone:
Call 1-800-338-2223 or 781-891-8080 (9:00am - 5:30pm EDT)
This session can be brought directly to your site. Benefits include:
Contact 781-891-8080 for more information and price quote.