Thank you for joining us at the inaugural DoD IP Forum. Additional updates coming soon!

ABOUT THE FORUM

Uniting Government, Industry, and Academia to Advance DoD Acquisitions Through Agile and Effective IP Evaluation and Strategies

Are you considering doing business with the Department of Defense (DoD) or other businesses in the defense sector, but you’re afraid of losing your IP? If you’re a current DoD contractor or a DoD program, are you encountering IP obstacles in a DoD acquisition? The DoD is tackling the hard questions and challenges facing both industry and the Government regarding IP in DoD Acquisitions.

The DoD IP Cadre cordially invites you to join us for the first ever DoD IP Forum on December 6-8 in Arlington, VA. This multi-day industry-Government event is open to the public on December 6 and 7, including the defense industrial base, nontraditional DoD contractors, and academia.

The planned agenda includes keynotes from senior leaders from OSD; various presentations from DoD programs; and solutions-oriented discussions with industry. The agenda also includes training and presentations tailored for a Government-only audience on December 8th. The forum focuses on engagement between the DoD acquisition workforce and industry partners to address key IP challenges, including early IP planning and strategies for DoD lifecycle needs, and negotiation of tailored licenses.

*Agenda times in EST

Day 1

Wednesday, December 6, 2023

Time (EST)

Schedule

Topic

08:00 - 08:45

Arrival & Check-In

08:45 - 9:30

Introductions & Welcome: “Opening Remarks and Keynote Address”

Speakers:

09:30 - 09:45

Break

09:45 - 10:15

Session Title: “Section 801 IP Pilot Program Overview

Description: This presentation will be an overview of the key takeaways and accomplishments from the congressionally authorized Section 801 IP Pilot Program.

Presenters:

  • Azza Jayaprakash, Counsel and Lead for Law, Regulations, and Policy, OSD Intellectual Property Cadre

SEC. 801 IP PILOT PROGRAM OVERVIEW & CASE STUDY BRIEFS

10:15 - 10:45

Session Title: “Section 801 Case Study Presentations – Key Takeaways and Lessons Learned”

Description:  Army, Navy, Air Force, and OSD representatives will provide briefs on case studies from the Section 801 IP Pilot Program.

Presenters:

  • Thomas Florip, Supervisor Attorney, Program Executive Office, Tactical Aircraft Programs (PEO(T)) Legal Department, Naval Air Systems Command (NAVAIR)
  • Andrew Cranford, Supervisory Logistics Lead, Future Long Range Assault Aircraft (FLRAA), Office of the Assistant Secretary of the Army for Acquisition, Logistics, & Technology (ASA(AL&T))
  • Jessica Parezo, Associate General Counsel, Air Force IP Cadre, Acquisition, Technology & Logistics (AT&L) Division, Office of the Air Force General Counsel (SAF/GCQ)
  • Jerry Mathew, SAF/AQCC, Air Force IP Cadre
  • Bonnie Evangelista, Acquisition Policy Director Tradewinds Execution Lead, Chief Digital and Artificial Intelligence Office (CDAO)

SEC. 801 IP PILOT PROGRAM OVERVIEW & CASE STUDY BRIEFS

10:45 - 11:30

Lunch Break

11:30 - 12:30

Brown Bag Lunch & Learn: A 360° Perspective on IP and Digital Engineering and Acquisition Tools”

Description: This panel will provide a solutions-centered discussion of IP considerations and issues in DoD digital engineering and digital acquisition ecosystems from a cross-functional perspective.

Moderator:  

  • John Daly, Chief Engineer, Booz Allen Hamilton & Chair, NDIA Systems Engineering Division

Panelists:

  • Matt Bailey, Director of Intellectual Property, Air Force Headquarters
  • Daniel Hettema, Director, OUSD(R&E) Digital Engineering, Modeling & Simulation
  • Paul Nelson, Director, Engineering, Northrop Grumman
  • Laura Hart, Senior Manager for Corporate Engineering, Engineering Research, Lockheed Martin & Co-chair of OMG Unified Architecture Framework Group
  • Allen Kerbow, Aerospace & Defense Industry Process Consultant Director, Dassault Systemes

DIGITAL ENGINEERING/ DIGITAL ACQUISITION

12:30 - 12:45

Break

12:45 - 13:45

Session Title: Put Your Mouth Where Your Money Is: How the Government and Industry May Share Insights on How IP Valuation Impacts Pricing”

Description: Panel will discuss transparency between the Government and Industry regarding IP valuation information and pricing in DoD contracts; this discussion will address concerns and best practices regarding information sharing related to IP valuation methods.

Moderator:

  • Dr. Jerry McGinn, Executive Director, Greg and Camille Baroni Center for Government Contracting, George Mason University, School of Business

Panelists

  • John Stankiewicz, Senior IP Counsel, Rolls-Royce Corp.
  • Ryan Connell, Deputy Director, Defense Contract Management Agency, Commercial Item Group
  • Gregory Campanella, Managing Director, Management Consulting and Valuation Practices, Ocean Tomo, a Part of JS Held
  • Jessica Parezo, Associate General Counsel, The Air Force IP Cadre, Acquisition, Technology &  Logistics (AT&L) Division, Office of the Air Force General Counsel (SAF/GCQ)

IP VALUATION

13:45 - 14:00

Break

14:00 - 15:30

Session Title: IP Evaluation: Perspectives and Considerations”

Description: Panelists will discuss pros, cons, and challenges of IP evaluation in DoD acquisitions from the perspectives of Government and Industry

Moderator:

  • George Winborne, Lead for Communications, Knowledge and Performance Management, OSD Intellectual Property Cadre

Panelists:

  • Andrew Cranford, Supervisory Logistics Lead, Future Long Range Assault Aircraft (FLRAA), Office of the Assistant Secretary of the Army for Acquisition, Logistics, & Technology (ASA(AL&T))
  • Noah Tevis, Deputy General Counsel – Intellectual Property, Bell Textron, Inc.
  • James McEwen, Senior Intellectual Property Attorney, Sikorsky Aircraft Corporation
  • Larry Brantley, Intellectual Property Counsel, Office of Command Counsel, Headquarters, U.S. Army Materiel Command

IP EVALUATION

15:30 - 15:45

Break

15:45 - 16:45

Session Title: “Navigating the Evolving Landscape of IP-related DFARS Regulations”

Description:  Panelists will discuss updates on recent and upcoming IP-related DFARS regulatory changes, share tools/resources to engage in the public rulemaking process, and discuss industry and Government perspectives on IP-related DFARS regulatory cases.

REGULATORY REFORM

16:45 - 17:00

Closing Remarks: Richard Gray, Director, OSD Intellectual Property Cadre

17:00 - 19:00

Networking Event (No-Host Social)

Day 2

Thursday, December 7, 2023

Time (EST)

Schedule

Topic

08:00 - 08:30

Arrival & Check-In

08:30 - 09:10

Introductions & Welcome: “Opening Remarks and IP Perspectives From OUSD(R&E)”

Speakers:

  • Richard M. Gray, Director, OSD Intellectual Property Cadre
  • R. Christopher DeLuca, Director, Specialty Engineering, OUSD(R&E)/ED(SE&A)

09:10 - 09:15

Break

09:15 - 10:15

Session Title: “Diving into IP Reference Architectures: A Shark-Tank Style Panel Discussion”

Description:  Panelists will have a “Shark Tank” style discussion of the concept of applying a reference architecture approach to implementation of IP strategies.

Panelists:

  • Michael Gomes, Division Chief and Chief of the Contracting Office Army Contracting Command – Aberdeen Proving Ground, Division C
  • James Haag, Attorney-Advisor, Deputy General Counsel (Acquisition, Technology and Logistics) Division, Air Force HQ
  • Todd Loy, Director, Navy Modeling & Simulation Office
  • Steve Henry, USAF Col (Retired), NDIA Systems Engineering Division, Architecture Committee

IP STRATEGIES

10:15 - 10:30

Break

10:30 - 11:30

Session TitleThe Power of Specially Negotiated Licenses”

Description: Panelist will discuss advantages, misconceptions, and best practices related to specially negotiated licenses from various Government and industry perspectives.

Panelists:

  • Ruth Swilling, Executive Director & Chief IP Counsel, Raytheon Co.
  • Dan Dzara, Associate Counsel for Acquisition, Technology and Logistics, Air Force Headquarters, and Deputy Director of Intellectual Property Law, Air Force HQ
  • Georgia Karanikolis, Vice President Contracts & Commercial – Defense, GKN Aerospace, Inc.
  • Neal Duiker, Contracting Officer and Technical Data Subject Matter Expert, Air Force Life Cycle Management Center

SPECIALLY NEGOTIATED LICENSE RIGHTS

11:30 - 12:15

Lunch Break

12:15 - 13:15

Brown Bag Lunch & Learn: IP/Data Rights are not a Zero-Sum Game”

Description: The panel will provide discussion on Small Business Perspectives on Data Rights  

Moderator:

  • George Winborne, Lead for Communications, Knowledge and Performance Management, OSD Intellectual Property Cadre

Panelists:

  • Mary Delahunty, Vice President and General Counsel, Invocon, Inc.
  • Abby Boggs, Intellectual Property Specialist, Office of the Deputy Assistant Secretary of the Army (Strategy & Acquisition Reform)
  • Alison Brown, President and CEO of NAVSYS Corporation
  • Derrick Davis, Director for Industrial Cyber Security for the Office of Small Business Programs (OSBP)

HEALTH OF DEFENSE INDUSTRIAL BASE, SMALL BUSINESS CONCERNS

13:15 - 13:30

Break

13:30 - 14:30

Session Title: Enabling MOSA through IP and Vice Versa”

Description: Panelists will provide a discussion of the symbiotic relationship of intellectual property (IP) and modular open systems approaches (MOSA) to include IP considerations for MOSA and understanding the role of modular system interfaces (MSI).

Moderator:

Panelists:

  • Kelly Alexander, OUSD(R&E) SE Modernization Engineering Lead
  • Kelly Kyes, Law & Global Compliance, Boeing IP
  • Allan Dianic, Director, OUSD(R&E) Software Engineering
  • Shane Smith, Principal Software System Engineer, MITRE

MODULAR OPEN SYSTEMS APPROACH

14:30 - 15:00

Networking Break (Light Refreshments)

15:00 - 16:30

Session Title: “Cleared for Takeoff: Resolving Obstacles and Debunking Myths related to Obtaining Technical Data for Depot-Level Maintenance for Aviation”

Description:  The panel serves to provide an understanding of the maintenance goals for the Services and FAA from an IP perspective. Further. best practices for overcoming depot level sustainment obstacles will be a central part of the discussion.

Moderator:

  • Rosemary Solomon, Lead for Sustainment and Technical Data Management, OSD IP Cadre

Panelists:

  • Mike Deckert, Senior Engineer – Systems Maintenance Concept Engineering Branch at the DEVCOM C5ISR Center
  • Robert Cahn, Bombardier, Senior Director – BD Functional Eng, Learjet Eng, Quality, & ODA
  • Tim Brennan, NAVAIR Technical Data Lead
  • Constantine (Stan) Karamargin, Airworthiness Aviation Safety Inspector, Federal Aviation Administration (FAA), Aircraft Maintenance Divisions, General Aviation Branch
  • Jason Brys, Program Manager and Senior Flight Test Engineer, FAA; Performing duties as Acting Manager of the Military Certification Branch (MCB)

SUSTAINMENT

16:30 - 16:45

Closing Remarks: Richard Gray, Director, OSD Intellectual Property Cadre

Day 3

Friday, December 8, 2023

GOVERNMENT AUDIENCE ONLY*

*NOTE: In addition to Government personnel, only limited industry panelists (listed on the agenda), IP Cadre support contractors, and limited AIRC contractors will be in attendance on the third day of the conference.

Time (EST)

Schedule

Topic

08:30 - 09:00

Arrival & Check-In

09:00 - 09:15

Introductions & Welcome: “Opening Remarks”

Speakers:

09:15 - 10:15

Town Hall Title: “DoD IP Cadre Town Hall

Description: Senior leaders from the MilDep IP Cadres will provide an overview of the DoD IP Cadre mission and activities, followed by a Q&A session between panelists and the audience.

Panelists: 

  • Richard Gray, Director, OSD Intellectual Property Cadre
  • Margaret Boatner, Deputy Assistant Secretary of the Army for Strategy and Acquisition Reform, Office of the Assistant Secretary of the Army (Acquisition, Logistics and Technology)
  • Kanna Annamalai-Brown, Chief of the Air Force IP Cadre
  • Patrick Coll, Deputy Counsel, Assistant Secretary of the Navy for Research, Development, and Acquisition

IP CADRE

10:15 - 10:30

Break

10:30 - 11:30

Session Title: “AI-volution: Unraveling the IP Puzzle in Government Contracting”

Description: Government and industry AI experts will discuss the “art of the possible” when applying AI tools to IP-related tasks in the DoD contracting process.

Moderator:

  • Azza Jayaprakash, Counsel and Lead for Law, Regulations, and Policy, OSD Intellectual Property Cadre

Panelists:

  • Nicolas Chaillan, Founder of Ask Sage, Former Air Force and Space Force Chief Software Officer
  • Vincent Pecoraro, Lead Program Manager, Air Force Digital Transformation Office
  • John Ferry, President, Trenchant Analytics
  • Bonnie Evangelista, Acquisition Policy Director Tradewinds Execution Lead, Chief Digital and AI Office

IP STRATEGIES

11:30 - 12:15

Lunch Break

12:15 - 14:05

Workshop Title: “Navigating Special Licenses: An Interactive Workshop on Tactics, Techniques, & Procedures (Part 1)”

DescriptionThe first part of this workshop provides a primer on fundamentals, common pitfalls, best practices for negotiating special licenses in DoD contracts. 

Facilitator/ Instructor:

  • Azza Jayaprakash, Counsel and Lead for Law, Regulations, and Policy, OSD Intellectual Property Cadre

SPECIALLY NEGOTIATED LICENSE RIGHTS/ WORKFORCE DEVELOPMENT

14:05 - 14:15

Break

14:15 - 15:30

Workshop Title: “Navigating Special Licenses: An Interactive Workshop on Tactics, Techniques, &“Procedures (Part 2)”

DescriptionUsing key takeaways from the first part of the workshop, audience members will partner to work on a hypothetical scenario related to negotiating a special license in a DoD contract.  

Facilitator/ Instructor:

  • Azza Jayaprakash, Counsel and Lead for Law, Regulations, and Policy, OSD Intellectual Property Cadre

SPECIALLY NEGOTIATED LICENSE RIGHTS/ WORKFORCE DEVELOPMENT

15:30 - 16:00

Networking Break (Light Refreshments)

16:00 - 17:00

Session Title: Lessons Learned from DoD IP Valuations: Applying Key Takeaways to IP Valuation Training and Guidance”

DescriptionThis panel includes a commercial IP Valuation expert, a Government Acquisition Attorney, and a workforce development SME who will discuss the practical implementations of conducting an IP Valuation as a critical step in preparing for IP Negotiations. The discussion will focus on such key issues as the fundamentals of IP Evaluation and Valuation from the government perspective, including lessons learned, the kinds of programs that may benefit from conducting an IP Valuation, the unique skillsets required and available resources for the DoD acquisition workforce.

Moderator:

  • Joanne Herring, Lead for Program Management and Implementation, OSD Intellectual Property Cadre

Panelists: 

  • Art Samora, Deputy Counsel, Navy Program Executive Office for Digital and Enterprise Services/PEO Manpower, Logistics and Business (PEO DES/MLB), & IP Counsel, Naval Information Warfare Systems Command (NAVWAR)
  • Vicki Allums, Learning Director, Intellectual Property, at Defense Acquisition University
  • John Lisciandro, Managing Director, Deloitte Transactions and Business Analytics

IP VALUATION

17:00 - 17:15

Closing Remarks