Tech Transfer Central
University-Industry Engagement Advisor

Critical Issues in Due Diligence and Freedom to Operate Analysis for University IP

Format: Webinar, On-Demand Video/Transcript, or DVD
Wednesday, September 22, 2021 ~ 1:00-2:00 pm (Eastern Time)

Additional Lines: Orders for all live programs will include up to five additional lines at no additional charge for staff within your organization who can attend remotely, and all live programs will include our digital package. Click here for more details.


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Price: $197
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Intellectual property due diligence and freedom to operate (FTO) analyses can be critical to assessing potential licensing transactions and can be equally important for start-up investors. These analyses are also key factors in developing patent prosecution strategies for new disclosures.  However, due diligence and FTO analyses can often be sheathed in a cloud of mystery because of the broad scope of issues involved and the inherent variability in the information they uncover. In addition, the potential for spiraling costs from poorly devised or conducted inquiries can further confound the process.

In this practical and detailed webinar, patent attorney Jonathan B. Roses of Wolf, Greenfield & Sacks will demystify due diligence and FTO inquiries by explaining not only what they explore, but also how they are best conducted and the particular importance of each constituent inquiry. 

Critical Issues in Due Diligence and Freedom to Operate Analysis for University IP

Attendees can expect to gain an understanding of why and when these activities are required, what information they can yield, and how to distinguish issues that are critical to the analyses from those that are simply “nice to have” or even unnecessary for a given project.

Here is a look at the program agenda:

    • Overview of Due Diligence
      • What is due diligence?
      • Why is due diligence needed?
      • Different due diligence postures
    • Key Aspects of Due Diligence Inquiries
      • Assessing scope of coverage
      • Assessing strength of the portfolio
      • Evaluating ownership and other rights
    • Freedom to Operate Analysis
      • Goals
      • Identifying third party IP risks
      • Evaluating and managing risk
    • Scope
      • What to search
      • Where to search
      • How to triage results
      • Evaluating search results
      • Post-search activities

Plus: Join in the Q&A to get your specific questions addressed.

Your expert presenter

Jonathan RosesJonathan Roses
Wolf, Greenfield & Sacks PC

Jonathan counsels an array of clients, including life sciences companies, universities, and not-for profit research institution, with a focus on the areas of small molecule pharmaceuticals, pharmaceutical formulations, medical devices and surgical methods.  Jonathan is highly skilled in conducting and managing domestic and foreign patent prosecution and pre-litigation investigations, including worldwide freedom to operate, patentability and exclusivity analyses.  He is also experienced in representing clients in federal district court litigation and in post-grant proceedings before the United States Patent and Trademark Office and foreign counterparts.  Jonathan has also provided regulatory advice and representation to clients relating to patent term extension and Orange Book listings under the Hatch-Waxman Act.

Prior to joining Wolf Greenfield, Jonathan served as Counsel at Wilmer Hale, where he prosecuted and managed prosecution of patent applications worldwide for domestic and foreign life sciences, universities and consumer clients in the chemical, pharmaceutical, biotechnology and materials science arts.

Additional Lines

Orders for all live programs will include up to five additional lines at no additional charge for staff within your organization who can attend remotely, and all live programs will include our digital package – the on-demand video and transcript.

These will be delivered soon after the live program with no extra fee. In the current climate resulting from pandemic control efforts, we hope these additional access options will help your organization continue to receive important professional education and training safely and regardless of travel and social distancing restrictions.

overseas listeners

Register Today!

Participation in the live webinar is just $197 per site and allows access to one computer for an unlimited number of people to watch. Gather your entire staff and watch for maximum benefit!

Our Guarantee of Quality and Value

We stand 100% behind the quality and value of our products. If you are dissatisfied, simply let us know and we will send you an immediate refund for your entire order -- no questions asked.

CLP and CLE Credits Available

Please review your State Bar’s policy on distance learning credits prior to submitting the non-refundable application fee.

We submit CLE applications (excluding NY, NJ, IL, LA & PA) for an additional $50 (California is $75, Florida is $225, Texas is $150). Approval times vary per state and cover all attorneys in attendance. Application is not a guarantee of approval and attendance forms must be submitted following the program.

CLP Credits are also available.

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