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  • Exit Planning Exchange
Exit Planning Exchange
Mar
18

XPX Maryland: Positioning a Company's Intellectual Property for Transactions

Details

Date & Time

Fri, Mar 18th, 2022 ⋅ 8:00am - 10:00am (EDT)

Location

Rolling Road Golf Club: 814 Hilltop Ave, Catonsville, MD 21228

Tickets

Maryland Members Early Bird (through 3/4)
$35.00
Maryland Members Regular Fee
$45.00
Maryland Members Same Day/Walk-In Fee
$55.00
Maryland Sponsors (Annual & Event)
$0.00
Non-Members Early Bird (through 3/4)
$65.00
Non-Members Regular Fee
$85.00
Non-Members Same Day/Walk-In Fee
$95.00
Other XPX Chapter Members Early Bird (through 3/4)
$50.00
Other XPX Chapter Members Regular Fee
$60.00
Other XPX Chapter Members Same Day Registration/Walk-in Fee
$70.00
Speakers
$0.00
Guests

Registrants

38 people attended
TA
LF
Mimi Schwarz of Your Daily Finances, LLC is a member of XPX Maryland
Dina Wasmer of Incite Creative is a member of XPX Maryland
Timothy Ward of KatzAbosch is a member of XPX Maryland
+33

Please join us as Greg Stone, Co-chair of the Intellectual Property & Technology Section at Whiteford Taylor Preston, discusses how business owners can best position their intellectual property for Mergers & Acquisitions and other significant transactions. Greg will cover crucial topics for businesses to consider, including: confirming and cleaning up IP ownership; auditing to ensure all protectible IP assets have been properly identified and protected; understanding and navigating the competitive landscape through “Freedom to Operate” opinions; proper markings of IP that is released into the commercial marketplace; and consideration of IP provisions in government contracts.


Our Speaker:


Gregory M. Stone
Partner, Co-Chair of Intellectual Property & Technology Section
Whiteford Taylor Preston LLP

Mr. Stone has over 25 years of experience in the patent and general intellectual property fields, including his tenure as a United States Patent Examiner in the general mechanical and biomedical device arts. He has advised clients ranging in size from startups to Fortune 500 companies on intellectual property matters involving diverse technologies, including medical devices and processes, computer software technology, manufacturing equipment and processes, cyber security, and many more. Mr. Stone has helped lead the firm’s Intellectual Property and Technology Practice Group to recognition by U.S. News & World Report as one of only 24 firms nationwide in the top tier for Technology.


AGENDA: 8:00AM-10:00AM EDT

8:00AM to 9:00AM (Networking & Breakfast)
9:00AM to 10:00AM (Presentation)

Event Pricing:

Non-Members Early Bird (through 3/4) $65.00
Non-Members Regular Rate $85.00
Non-members Same Day Registration/Walk-In Fee $95.00

Other XPX Chapter Members Early Bird (through 3/4) $50.00
Other XPX Chapter Members Regular Fee $60.00
Other XPX Chapter Members Same Day Registration/Walk-in Fee $70.00

XPX MD Members Early Bird (through 3/4) $35.00
XPX MD Members Regular Fee $45.00
XPX MD Members Same Day Registration/Walk-In Fee $55.00
XPX MD Sponsors (Annual & Event) $0.00

Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
TA
Timothy Alvarez
DP Solutions
LF
Larry Fiorino
RepOrderManagement.Com
Mimi Schwarz of Your Daily Finances, LLC is a member of XPX Maryland
Mimi Schwarz
Your Daily Finances, LLC
Dina Wasmer of Incite Creative is a member of XPX Maryland
Dina Wasmer
Incite Creative
Timothy Ward of KatzAbosch is a member of XPX Maryland
Timothy Ward
KatzAbosch
Stuart Welsh of EGT Advisors is a member of XPX Maryland
Stuart Welsh
EGT Advisors
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
Kimberly Prescott of Prescott HR is a member of XPX Maryland
Kimberly Prescott
Prescott HR
Jeffrey Agnor of Davis Agnor Rapaport & Skalny is a member of XPX Maryland
Jeffrey Agnor
Davis Agnor Rapaport & Skalny
MS
Matthew Speake
Davis, Agnor, Rapaport & Skalny, LLC
Scott Osborn of Davis, Agnor Rapaport & Skalny, LLC is a member of XPX Maryland
Scott Osborn
Davis, Agnor Rapaport & Skalny, LLC
Jason Slotkin of The Pearce Group, Merrill Lynch is a member of XPX Maryland
Jason Slotkin
The Pearce Group, Merrill Lynch
Justin Sandridge of Murphy Business Sales is a member of XPX Maryland
Justin Sandridge
Murphy Business & Financial Corporation
DK
David Kuzma
Aquilo Private Wealth Advisors
AQ
Anabel Quintero
MV Financial
Edward Kidner of Davis, Agnor, Rapaport & Skalny is a member of XPX Maryland
Edward Kidner
Davis, Agnor, Rapaport & Skalny
Cindy Atkinson of Hartman Executive Advisors is a member of XPX Maryland
Cindy Atkinson
Hartman Executive Advisors
Chris Marasco of Farmers & Merchants Bank is a member of XPX Maryland
Chris Marasco
Sandy Spring Bank
Mark Sauder of Merrill Lynch is a member of XPX Maryland
Mark Sauder
Merrill
KF
Keren Falkler
Falkler Advisory
SH
Steven Heller
Heller Kowitz Insurance Advisors
Jeff Kordela of Supporting Strategies - Chesapeake Region is a member of XPX Maryland
Jeff Kordela
Supporting Strategies - Chesapeake Region
Tom Hagigh of EPE Wealth Advisors is a member of XPX Maryland
Tom Hagigh
Janney Montgomery Scott
MN
Mark Norris
Vallit Advisors
KW
Karen Warthen
BlueStone Services
EC
Eric Clarke
Evergreen Advisors, LLC
JH
Justin Horsman
Evergreen Advisors, LLC
Brian MacMillan of Baltimore Washington Financial Advisors is a member of XPX Maryland
Brian Macmillan
Baltimore Washington Financial Advisors
Robert Kalinoski of Kalinoski & Riordan, P.A. is a member of XPX Maryland
Robert Kalinoski
Kalinoski & Riordan, P.A.
D. Michael Reid of ERA Group is a member of XPX Maryland
D. Michael Reid
Expense Reduction Analysts
Chuck Faunce of Gorfine Schiller & Gardyn is a member of XPX Maryland
Chuck Faunce
Gorfine Schiller & Gardyn
OS
Oren Saltzman
Adelberg, Rudow, Dorf & Hendler, LLC
ER
Ed Rothstein
Newport LLC
Erik Moore of Moore Wealth Inc. is a member of XPX Maryland
Erik Moore
Moore Wealth Inc.
AW
Andrew Wahba
Miles Stockbridge
Greg Stone of Whiteford, Taylor & Preston, LLP is a member of XPX Maryland
Greg Stone
Whiteford, Taylor & Preston
Leonard Miller of Leonard J. Miller & Associates, Chartered is a member of XPX Maryland
Leonard Miller
Leonard J. Miller & Associates, Chartered
Larry Holmes of Columbia Consulting Group is a member of XPX Maryland
Larry Holmes
Columbia Consulting Group