1. technology and computing

COURSE LEADER
Lisa Abe-Oldenburg is a partner of Bennett
Jones LLP’s IT law practice group and coLead of the Payment Solutions practice
group. Lisa provides practical advice to
complex business and legal challenges
involving technology, mobile commerce
and payments. Lisa is the author of Internet
and E-Commerce Agreements, and Web Law, and a contributor to
Directors’ Duties in Canada – 5th Edition and E-Commerce and
the Law of Digital Signatures and Instructor for the IPIC/McGill
University Copyright Master Class. Lisa has published numerous
articles on IT and payment card law and is a speaker at many
conferences on IT, mobile and payment processing legal issues. Lisa
has been recognized as a leading lawyer in Technology Transactions
and Computer & IT Law by LEXPERT, Chambers & Partners and
Practical Law Company. Lisa is a Board member of the Canadian IT
Law Association and the Canadian Information Processing Society
and Past Chair of the Ontario Bar Association’s IT and e-Commerce
Section and the International Association of Outsourcing
Professionals (Canadian Chapter).
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Early Bird Price:
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Registration fee includes the course, materials,
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granted with notification to Lexpert Events.
SPECIFICALLY DESIGNED FOR:
• In-House Counsel
• CIOs
• IT Executives and Project Managers
• Senior IT Consultants
• Procurement Managers
• Compliance Officers
Webinar also available!
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then please forward to a Senior Executive or
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CANCELLATION AND
REFUND POLICY:
SPEAKERS
Lisa Abe-Oldenburg, Partner, Bennett Jones LLP
LAW SOCIETY OF BRITISH COLUMBIA
This program has been accredited by the Law Society of British Columbia for 6 hours towards the professional
development requirement for certification.
Full refunds, less a $250.00 (plus applicable taxes)
administration fee, will be given for cancellations
received in writing 10 business days before the course
start date. Unfortunately, refunds cannot be provided
after this date. Substitution of delegates may be
made at any time. Please note that Lexpert reserves
the right to cancel any course deemed necessary
and will, in such an event, make a full refund of
registration fees paid. For reasons beyond the control
of the course organizer, it may be necessary to
change the subject agenda of the program and no
liability is assumed for any such changes in content.
LAW SOCIETY OF UPPER CANADA (CPD)
This program can be applied towards the 9 Substantive Hours of Continuing Professional Development (CPD)
required by the Law Society of Upper Canada. Please note that this program is not accredited for Professionalism
hours or for the New Member Requirement.
TO REGISTER:
DATE(S) AND VENUE(S):
For more information or to register, please contact Lexpert® Events
at 1-877-298-5868 or e-mail: register@lexpert.ca
Canada is advancing as a leader in payment technologies and systems. Failure to keep up with recent market and legislative
developments, industry alliances, intellectual property registrations, and security and privacy compliance, could have dire consequences.
This program is designed to provide you with the latest legal, regulatory and transactional information that you require for success.
Company: _____________________________________________ Address: ______________________________________________________
Public Sector Price:
$1295 + applicable taxes*
Toronto, October 29, 2014
LEGAL & REGULATORY COMPLIANCE PRIMER
E-mail: _____________________________________________________________ Telephone #: ______________________________________
Regular Course Price:
$1495 + applicable taxes*
REGISTER BEFORE
SEPTEMBER 26 AND SAVE $500!
REVOLUTIONARY PAYMENT
SOLUTIONS 2014 & BEYOND:
Yes! Please register the following delegate(s) for REVOLUTIONARY PAYMENT SOLUTIONS 2014 & BEYOND: LEGAL &
REGULATORY COMPLIANCE PRIMER
CUTTING EDGE • TIMELY • INTERACTIVE
LISA ABE-OLDENBURG
TORONTO -October 29 - St. Andrew’s Club and Conference Centre
150 King Street West, 27th Floor, Toronto, ON M5H 1J9
Telephone: 416-366-4228
Fax: 416-366-9347
www.standrewsclub.ca
ACCREDITATION
LAW SOCIETY OF NEW BRUNSWICK
This program has been accredited by the Law Society of New Brunswick for 6 hours towards the mandatory
continuing professional development requirement.
LAW SOCIETY OF ALBERTA
For Alberta lawyers, consider including this course as a CPD learning activity in your mandatory annual
Continuing Professional Development Plan as required by the Law Society of Alberta.
Web: www.cpdcentre.ca/lexpert
Call: Toll free 1-877-298-5868 or (416) 609-5868
Fax: (416) 609-5841
E-mail: register@lexpert.ca
Mail: Lexpert
One Corporate Plaza, 2075 Kennedy Road, 11th Floor
Toronto, ON, M1T 3V4
Attention: Marketing Events
COURSE HIGHLIGHTS
COURSE LEADER
GUEST SPEAKERS
Stephen Burns, Partner, Bennett Jones LLP
Martin Kratz, Partner, Bennett Jones LLP
Michael Whitt, QC. Partner, Bennett Jones LLP
Catherine Johnston, President and Chief Executive Officer,
ACT Canada
• Recent Payment Solution Developments and
Market Trends
• Digital Currency: Bitcoin, MintChip, Apple iMoney
• Security and Privacy Issues
• Mobile Payments Regulation
• Canada’s Anti-Spam legislation (CASL) Implications
for Payment Systems
• In-House Counsel Primer: Commercialization of
Payment Solutions
• Protecting Intellectual Property in Payment Technologies
and Databases
REGISTER BEFORE SEPTEMBER 26 AND SAVE $500!
Toronto, October 29, 2014
For more information or to register, please contact Lexpert® Events at 1-877-298-5868 or e-mail: register@lexpert.ca
Webinar also available!
MARTIN KRATZ
REVOLUTIONARY PAYMENT SOLUTIONS 2014 & BEYOND:
LEGAL & REGULATORY COMPLIANCE PRIMER
PROGRAM OUTLINE
8:00 - 9:00
REGISTRATION AND BREAKFAST
9:00 - 9:10
INTRODUCTION
Lisa Abe-Oldenburg
9:10 - 10:30
RECENT PAYMENT SOLUTION DEVELOPMENTS
AND MARKET TRENDS
Catherine Johnston
Invited Guest Speakers: HBC, CIBC, RBC, Digital Retail
Apps, Google, Square, Beanstream
• Mobile payments growth
• Role of ACT Canada
• Global NFC Alliance
• Mobile wallets update: CIBC wallet, RBC wallet Google wallet
• Money transfer Apps – Digital Retail Apps
• Mobile shopping from print ads – HBC, Lord & Taylor
• MCX mobile payments alliance
• NFC Readers & ePayment devices – Square, iBeacon, Beanstream
10:30 - 10:45
REFRESHMENT BREAK
10:45 - 11:15
DIGITAL CURRENCY: BITCOIN, MINTCHIP, IMONEY
Michael Whitt
• New developments in the digital currency marketplace
• Is digital currency legal?
• How is digital currency created, acquired, traded, sold
and converted?
• The role of governments in regulating digital currency
• What are the risks of digital currencies?
• What do Canada’s banks think of digital currency and how
do they handle digital currency businesses?
• International issues
11:15 - 12:00
SECURITY & PRIVACY ISSUES
Stephen Burns
Invited Guest Speakers: VISA, SecureKey
• Data security and privacy issues
• Mobile Payments Security Recommendations
• NRF, PIN, EMV/chip cards, NFC vs. Cloud
• Update to wave of security breaches: Target,
Neiman Marcus, hoteliers
• Trusted Third Parties and Secure Credential Storage
• Card not present rules
• Authentication support services – SecureKey
• Payment Card Industry Data Security Standard
• PIN Security Requirements
12:00 - 1:00
NETWORKING LUNCH
1:00 - 1:45
MOBILE PAYMENTS REGULATION
Lisa Abe-Oldenburg
• Federal vs. Provincial legislation overview
• Prepaid Card rules
• Global digital payments standard
• Canadian Bankers Association updates
• Consumer Protection update with respect to m-payments
• Code of Conduct for the Debit and Credit Industry
• Canadian NFC Mobile Payments Reference Model
• Cross-border payments and international regulation
• AML and FCAC compliance
1:45 - 2:45
CASL IMPLICATIONS FOR PAYMENT SYSTEMS
Lisa Abe-Oldenburg
• Application of Canada’s new Anti-spam legislation to the
payments industry
• Messaging and consent requirements
• Record keeping and best practices
• Rules for installation of software upgrades and updates
• Network operating system and platform exclusions
• Monetary penalties, directors’ liability and private rights of action
• Transitional provisions
2:45 - 3:00
REFRESHMENT BREAK
3:00 - 4:00
INHOUSE COUNSEL PRIMER FOR COMMERCIALIZATION
OF PAYMENT SOLUTIONS
Lisa Abe-Oldenburg
• Key definitions in payment solution contracts
• E-commerce and payment processing collaboration
and partnerships
• Structuring multi-party, multi-year agreements
• Allocating risk and minimizing liability
• Payment App and Mobile Wallet Distribution Agreements
• End User Terms of Use
• Privacy Policies
• Integration and Deployment Contracts
• Licensing payment technology, cloud computing
and SaaS models
• Revenue structures
• Merchant Agreements
4:00 - 4:45
PROTECTING INTELLECTUAL PROPERTY IN PAYMENT
TECHNOLOGIES AND DATABASES
Martin Kratz
• Copyright, patent and trade-mark protection in new payment
systems
• Who owns the customer data and transaction records?
• Intellectual property rights in software and databases
• Challenges for protection of new payment methods
• Preparing your organization for innovation and new
payment product developments
Martin Kratz leads the intellectual property
practice for Bennett Jones. His practice is
focused around intellectual property and
technology law, which includes substantive
patent, copyright and trademark matters
as well as matters of intellectual property
transactions, IP commercialization, IP strategy
and opinions, anti-spam, data protection, privacy, ecommerce,
strategic alliances, mergers, acquisitions and technology transfers
among technology companies. His practice is focused on the
energy, electronic commerce, software, telecommunications,
pharmaceutical, biotechnology, entertainment and related industries.
Martin has written over 280 publications on various topics involving
intellectual property, technology law or on related topics and is
national co-director of Osgoode Hall Law School’s Intellectual
Property LLM program. Martin has been ranked in numerous
publications including as one of Canada’s most creative lawyers by
Lexpert-Thomson in the US guide to Canada’s 100 Most Creative
Lawyers; as one of Canada’s leading lawyers in The Lexpert/American
Lawyer Guide to the Leading 500 Lawyers in Canada in each of the
fields of intellectual property and technology law and as one of
Canada’s leading cross-border lawyers in the Lexpert 2013 Guide to
the Leading US/Canada Cross-border Corporate Lawyers in Canada.
MICHAEL WHITT
Michael Whitt is co-leader of the firm’s
information technology practice. A
patent agent and a trademark agent in
addition to being a lawyer Michael Whitt
advises technology-based businesses
on commercialization and compliance
matters, and on the structure, negotiation
and documentation of novel business models, strategies and
transactions, particularly regarding intellectual property and
information and other technologies. Michael has been involved
with computer and information technologies for over three decades
and advises small, medium and large clients with technology
or intellectual property assets and operations. Clients include
manufacturers, vendors, technology acquirers, bulletin boards,
ISPs, ASPs, e-Commerce and web enabled transaction providers,
infrastructure providers, agricultural and biotechnology operations,
health informatics providers and users, geospatial and locationbased service providers and professional self-governing bodies.
STEPHEN BURNS
Stephen’s practice focuses primarily on
outsourcing, IT procurement, information
and privacy law, technology transactions
and the protection and commercialization
of intellectual property. Stephen advises
clients on their investments in technology
and technology companies and routinely
negotiates the IP aspects of major energy and infrastructure
projects, mergers, acquisitions, divestitures, reorganizations,
collaborations and joint ventures. Stephen is often called upon to
represent clients in front of the Federal, Alberta, British Columbia
and Saskatchewan Information and Privacy Commissioners. Stephen
was recognized in 2010 by Intellectual Asset Management as
one of the world’s 250 leading patent and technology licensing
practitioners, and in 2010 and 2011 by Best Lawyers in Canada as one
of Canada’s leading technology lawyers. Stephen regularly presents
and publishes papers on outsourcing, procurement, social media,
software licensing, seismic data, e-commerce, intellectual property
portfolio management, access to information and privacy in the
public and private sectors, confidential information, document
retention, and trademark licensing.
CATHERINE JOHNSTON
Catherine Johnston is the President and
Chief Executive Officer of ACT Canada, the
stakeholder association driving payment
evolution and digital identity. Catherine is
also the Chair of the International Smart Card
Associations Network, and founder of the
Canadian Women in Payments Networking
group. She has become a leading expert in privacy and chip
technologies, serving as the association’s Chief Privacy Officer. As
the president of ACT Canada, she works with issuers, acquirers,
processors, merchants, regulators, consumers, law enforcement
and policy makers in Canada and abroad. By bringing these
stakeholders together in a neutral environment, they effectively
advance opportunities and overcome issues. Catherine is also the
driving force behind Cardware, Canada’s premiere payments and
digital identity insights conference. She is a founding member and
past Vice-Chairman of the Stakeholders Advisory Council of the
Canadian Payments Association. She has been with the association
for 24 years.
4:45 - 5:00
QUESTION & ANSWER
5:00
COURSE CONCLUSION
CUTTING EDGE • TIMELY • INTERACTIVE