Connecting the Financial and IP Communities
LES Webinar hosted by the Silicon Valley Chapters
of the Financial Executives International and the LES
Thank you to the program co-sponsor:
Thursday, September 24, 2020
3:00 - 4:30 PM Eastern
2:00 - 3:30 PM Central
1:00 - 2:30 PM Mountain
12:00 - 1:30 PM Pacific
Registration Fee is complimentary.
A webinar link will be sent after your registration.
The Silicon Valley Chapters of the Financial Executives International and the Licensing Executives Society USA/Canada invite you to participate in a groundbreaking interactive webinar on the integration of Corporate Finance
and IP Management.
A panel of seasoned professionals will discuss a number of Intellectual Capital (IC) intersection areas including:
Taxonomy: Identifying the relevant categories of IC for a particular company
Getting board-level and C-Suite support for establishing a corporate IC strategy
Developing IC management business processes, such as:
IC Financial Reporting
IC Transactional Issues
IC Tax Considerations
Mary Adams, Founder, Smarter Companies
Bill Elkington, Founder, Mind IC
Petra Loer, Managing Director, Valuation Services, Andersen
CEO & CFO, RoseRyan
Moderator: Ron Laurie, Executive Chairman and CIPO, InventionShare
Mary Adams, Founder, Smarter Companies
Mary is a consultant, speaker and practitioner of intangible capitalism which focuses on the long-term pursuit of both profits and prosperity. Her
current work is focused in three communities that she helped create: The Exit Planning Exchange that brings long-term thinking to the private company market. The Integrated Reporting U.S. Community that brings long-term thinking
to public companies. And Smarter-Companies, a specialty consulting community that provides methodologies and tools to support intangible capitalism. Mary is the co-author of Intangible Capital: Putting Knowledge to Work in the 21st Century Organization.
Prior to starting her consulting firm in 1999, she spent 14 years as a high-risk lender in the U.S. and Latin America at Citicorp and Sanwa Business Credit.
Founder, Mind IC
Bill has been an intellectual capital evangelist in three Fortune 500 companies, a startup, and most recently in his own consulting company, Mind IC. His focus has been on creating, uncovering,
protecting, and extracting value from a company’s intellectual assets. He has expertise in various areas of IC management, including business management leadership, rights valuation, rights strategy, public policy, enterprise policy and process,
transactions, business partner relationship management, patent protection, and change management across the enterprise. He is a former president and chair of the Licensing Executives Society (USA and Canada). Bill’s forthcoming book is titled,
“Mind IC: Notes on Intellectual Capital Management.
Ron Laurie, Chair, LES Silicon Valley Chapter
Ron has worked in Silicon Valley since before it had that name, initially as a systems engineer and then as an IP lawyer and patent strategist.
He was a founding partner of the Silicon Valley offices of Irell & Manella, Weil Gotshal and Skadden Arps and has taught IP strategy courses at Stanford and Berkeley law schools. Ron is Executive Chairman and CIPO at InventionShare,
a new kind of early-stage fund that transforms breakthrough inventions into broadly patented platform technologies which can be productized by global companies across a broad range of applications and markets. He sits on four other boards,
including the oldest and most successful publicly-traded patent licensing company.
Managing Director, Valuation Services, Andersen
Petra is a member of the Valuation Services Group at Andersen, a global tax and financial advisory firm. Her experience includes the valuation of closely-held businesses, business interests, intangible assets, intellectual property, debt instruments,
and derivatives. These engagements span a variety of purposes, including financial reporting, tax planning and reporting, mergers and acquisitions, litigation support, strategic planning, and restructuring. Petra’s client basis ranges from
small closely held businesses to multi-billion-dollar multinational public companies, in industries as diverse as manufacturing to technology.
Kathy Ryan, CEO & CFO, RoseRyan
Kathy is a founder and Chair of RoseRyan, an award-winning advisory firm that solves companies’ finance and accounting challenges. Working out of Silicon Valley since 1993, RoseRyan hones the finance
function of public and private companies with its proven solutions and dream team of consultants. The firm’s full-stack, on-demand services unlock the potential of clients at every lifecycle stage, guiding companies through transformational
growth. Known as a steady leader who values pragmatic innovation, Kathy has been twice named to the national list of elite managing partners by Accounting Today. Recruited for her financial acumen, Kathy was a board member of Scott Valley
Bank from 2016-2018, serving on its audit, risk and executive compensation committees.
LES-SV CLE Credit: 1.5 hours MCLE credit available (California).
FEI CPE Credit: 1.5 hours credit available. Field of Study: TBA.
FEI 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.
THANK YOU TO OUR LES CHAPTER SPONSORS: