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2015
CPA GLOBAL
CONFERENCE
MARCH 29–APRIL 1
ROOSEVELT HOTEL
NEW ORLEANS, LA
FULL CONFERENCE DETAILS INCLUDING SESSION DESCRIPTIONS AT WWW.CPAGLOBAL.COM/NOLA2015 ♦ 1
COLLABORATE
INTEGRATE
INNOVATE
We’re bringing Big Ideas to the Big Easy this Spring! Innovation
and integration are at the forefront of our strategy in 2015 and
we plan to transform how you manage your IP. Our new program
will keep you abreast of the products you use and love; while
also guiding you to explore new ways to use our products in
the future. Join us in New Orleans and experience new ways of
managing your IP.
Collaborate
There are many new ways to collaborate during the conference —
attend a focus group during the new Intermix sessions to discuss
business issues with your peers in the areas of data verification,
product integrations and much more. Or, stop by the lab to meet
one-on-one with your product experts. You may also want to get
a demo of IP Forecaster and First To File.
To gain exclusive access to your schedule and learn
more about the Intermix sessions, download the event
app on your phone! You will also be able to network
with other conference attendees in real time.
NEW!
Get full conference
and session details
online. Go to:
WWW.CPAGLOBAL.COM/NOLA2015
Integrate
Integration is a big part of our strategy in 2015 and we will
explain our plans and deliverables in the areas of software
and integrated services. Do not miss out on Monday’s opening
session because many new exciting changes in this space will be
unveiled.
Innovate
REGISTER
ONLINE!
Big ideas will be shared in New Orleans — and we want you to
be part of the innovation lifecycle. By participating in our “Think
Tank” sessions, we’ll work together at better understanding your
pain points so that we can bring innovative solutions to you
through the use of technology.
Photo credits: cover, Richard Nowitz; top right, Chris Granger
FULL CONFERENCE DETAILS INCLUDING SESSION DESCRIPTIONS AT WWW.CPAGLOBAL.COM/NOLA2015 ♦ 2
Register by January 16
to take advantage of
the early pricing and
save $300!
www.cpaglobal.com/nola2015
why attend?
“The conference
offers an excellent
variety of
information”
“The conference
is an amazing
opportunity to
continue improving
your knowledge of
the systems and
network with other
users”
Program Developed by
Software Users
The 2015 program was developed in
partnership with over thirty-five IP
professionals and CPA Global software
users to help you make the best use
out of your IP management software
product.
Thought Leadership from
Software Users
Clients will share best practices to help
you benchmark your own IP strategies
and workflows. Attend these sessions
and join the conversation!
CPA Global Software Updates
& Strategy
The CPA Global’s software team
will provide you with key insights
into current and future plans for
the software strategy and vision for
the future. The conference will offer
opportunities for you to hear these in
a general session as well as a deeper
dive within your individual software
track. These are sessions you will not
want to miss!
Training & Workshops
Over 75 sessions with topics ranging
from the latest CPA Global software
developments to training will be
offered. Learn more efficient ways
to use your software and take these
concepts back to your office. Training
will begin with a dedicated track for
new software users on Sunday.
One-on-One Support in the
Software Lab
The lab is your opportunity to meet
one-on-one with the CPA Global
software support and consulting teams
to get all your questions answered
in this hands-on computer lab
environment. The lab will open early
on Sunday and remain open through
noon on Wednesday. Start writing
down your questions now! To schedule
an appointment in the lab ahead of
time, please email lab@cpaglobal.com.
FULL CONFERENCE DETAILS INCLUDING SESSION DESCRIPTIONS AT WWW.CPAGLOBAL.COM/NOLA2015 ♦ 3
2015 CPA Global Conference Agenda
SUNDAY MARCH 29
10:00AM–6:00PM
Conference Registration
10:00AM–6:00PM
Software Lab Open
First To File
FoundationIP
1:00PM–5:00PM
New User Bootcamp
New User Bootcamp
5:00PM–5:45PM
Conference Orientation for New Delegates
6:00PM–9:00PM
Welcome Address and Opening Dinner
Inprotech
New User Bootcamp
Memotech
New User Bootcamp
MONDAY MARCH 30
8:00AM–6:00PM
Registration and Information Desk Open
7:00AM–8:30AM
Breakfast
8:30AM–9:30AM
Software Vision and Strategy
10:30AM–6:00PM
Software Lab Open
First To File
9:35AM–10:30AM
10:30AM–10:45AM
Break
10:45AM–11:45AM
The Intermix
11:45AM–12:45PM
Lunch
Update and Roadmap
Inprotech
Memotech
Update and Roadmap
Update and Roadmap
Be More Efficient With
Inprotech
Be More Efficient With
Memotech
Workflow: The Secret to an
Efficient Office
Activities and
Workflow
Management
— An
Introduction
Activities and
Workflow — Advanced
Features
The Intermix
1:45PM–2:45PM
Getting the Most Out of
Digital: Metadata that Works
Real World —
Activities and
Workflow in
Action
PTO Access—
Leverage
USPTO Data
The Greatest in Release 10
Refresh Your
Docketing
Skills
2:45PM–3:00PM
Break
3:00PM–4:00PM
The Intermix
Prior Art
Management
EP and PCT Docketing
Best Practices
4:05PM–5:00PM
Better Ways to Manage
References
5:00PM–7:00PM
Intermix Reception
12:45PM–1:40PM
Update and Roadmap
FoundationIP
IDS
Management
Real World —
Activities
and Workflow
in Action
User/Role
Profile
Configuration
and Security
Management
Portfolio
Transitions
The Intermix
FULL CONFERENCE DETAILS INCLUDING SESSION DESCRIPTIONS AT WWW.CPAGLOBAL.COM/NOLA2015 ♦ 4
2015 CPA Global Conference Agenda
TUESDAY MARCH 31
8:00AM–6:00PM
Registration and Information Desk Open
7:00AM–8:30AM
Breakfast
8:00AM–6:00PM
Software Lab Open
First To File
FoundationIP
Inprotech
Memotech
8:30AM–9:30AM
First To File Implementation,
Easier Than You Think
Reporting in
FoundationIP
—An
Introduction
FoundationIP
Direct—Gain
Control of
Your Data
New Functionality in the Last
18 Months
The Greatest in Release 5 — Review of Core New
Functionality from Release
5.4 to 5.8
9:35AM–10:30AM
Leverage Work by Others
for a Complete and Accurate
File Room
Real World
Reporting — A
Corporation’s
Perspective
Real World
Reporting — A Law Firm’s
Perspective
Portfolio Takeovers
Reports Lab
(Basic)
Reports Lab
(Advanced)
Client Access: Real Examples
and Pitfalls to Watch For
How To
Apply Law
Updates to
Memotech
“Down and
Dirty” with
Document
Management
10:30AM–10:45AM
Break
10:45AM–11:45AM
The Intermix
11:45AM–12:45PM
Lunch
Strategies for a Paper Light
Office
Building
Reports — Data Blocks
Reporting — Advanced
Merge
Concepts
The Intermix
1:45PM–2:45PM
Advanced User Workshop
FoundationIP
Direct — Gain
Control of
Your Data
FoundationIP
Messaging
How to Apply Law Updates
Free Queries
Workshop
The Journey
to Shell
IP Asset
Bundling
2:45PM–3:00PM
Break
3:05PM–4:00PM
Training Your Own Staff to
Use First To File
Reporting — Avoiding
Duplication
and Other
Tips
Contacts — Management,
Techniques,
and Security
Customize Inprotech with
Web Parts
IT Tips and
Tricks
How to
Effectively
Manage your
Costs: Cost
Tracking and
Forecasting
4:05PM–5:00PM
Did You Know?
Did You Know?
Did You Know?
Did You Know?
12:45PM–1:40PM
7:00PM–11:00PM
The Masquerade Ball Gala Night
WEDNESDAY APRIL 1
9:00AM–12:00PM
7:30AM–9:00AM
9:00AM–12:00PM
Information Desk Open
Breakfast
Software Lab Open
First To File
9:00AM–10:00AM
10:05AM–12:00PM
12:00PM–1:00PM
Independent User Group
FoundationIP
Independent User Group
Inprotech
Independent User Group
Memotech
Independent User Group
Think Tank — Cross Product Focus Groups
Boxed Lunches
FULL CONFERENCE DETAILS INCLUDING SESSION DESCRIPTIONS AT WWW.CPAGLOBAL.COM/NOLA2015 ♦ 5
REGISTER NOW!
WHEN: MARCH 29 – APRIL 1, 2015
WHERE: THE ROOSEVELT HOTEL, NEW ORLEANS
Conference Package Includes:
• Pass to all conference activities and focus groups
• Pass to all conference tracks and sessions
• Pass to all evening events
• One-on-one complimentary training in the Software Lab
• Delegate conference materials and take-home presentations
• Access to all attendees through conference smart phone
application
• Access to your customized schedule through conference
smart phone application
• Access to CPA Global experts throughout the conference
• Discounted rate at The Roosevelt ($199 per night including
in-room internet)
Conference Pricing
BEFORE
JANUARY 16
EARLY
JANUARY 17–
FEBRUARY 27
STANDARD
1 Attendee
$950
$1,250
Additional Attendees
$850
$1,150
Register Now!
Get
the
event
app!
CPA GLOBAL®, INPROTECH®, MEMOTECH™,
FOUNDATIONIP®, IPENDO®, FIRST TO FILE®, and
IP FORECASTER™ are trademarks of CPA Global
Limited and its affiliates. All rights reserved. All other
trademarks contained herein are the property of
their respective owners and used by CPA Global with
the permission of the respective owners.
Register for the 2015 CPA Global Conference
and book your hotel accommodation at
www.cpaglobal.com/nola2015. Once you
register, download the event app and start
networking!
For more information about registering
for the conference, please contact Arielle
Dyment at +1-571-366-6322 or adyment@
cpaglobal.com
REGISTER NOW AT WWW.CPAGLOBAL.COM/NOLA2015 ♦ 6