Presented by the Faber Entrepreneurship Center at the Darla Moore School of Business, University of South Carolina.

Return on Investment in Innovation & IP

Intangible assets represent approximately 80 percent of the value of the Standard & Poor 500 and dominate the ability of companies to compete on both a global and regional landscape. Successful operating executives often outperform their competition through better innovation and through better legal protection of their intangible assets to leverage them as intellectual property.

This summit is for senior operating executives and will address current best practices for developing, strategically positioning, and leveraging innovation and intellectual property to increase business performance, as well as fostering and promoting innovation in the organization.

May 17-19, 2017

Wild Dunes Beach Resort
Isle of Palms, SC

$595
Registration Fee

Topics

Innovation and IP Trends in Mainstream Media: Mashing up Entertainment, Information, and Interaction
The Trump Administration impact on the world of Innovation & IP Investment
An exercise in developing an Innovation & IP Strategy in a Rapidly Changing Global Landscape
Case study: Bridgestone Innovation Initiative
The Value of University-Industry Collaborations
Managing an IP strategy through the lifecycle of a product or service
The Impact of Context and Timing on IP Value, Opportunity and Risk
ROI on Innovation & IP Education
The Evolution of Innovation and IP in China

Speakers

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Bernie Graves

Bernie Graves has served as a patent attorney, corporate attorney and now as the Vice President & Deputy General Counsel for Eastman Chemical Company for twenty six years.

He is the chief intellectual property counsel with global responsibility for all intellectual property matters, from trade secrets to trademark and patent filing, maintenance, applications and all contentious matters relating thereto, including oppositions, interference practice, anti-counterfeiting enforcement, and other litigation. In this role, he manages the multi-million dollar cost center budget housing all internal and external patent and trademark costs of the company. As a member of the senior Leadership Team for the company, he advises company leadership on all intellectual property matters affecting the company’s products and manufacturing processes.

Previously he has served as a patent and a corporate attorney at Kilpatrick Stockton LLP, Charlotte, North Carolina. Here his focus was patent preparation and prosecution, validity and infringement opinions, and IP support of acquisitions, divestitures, and technology licensing. He also served as patent attorney to Eli Lilly & Company where his responsibilities included U.S and foreign patent application drafting, prosecution, agreements, validity and infringement opinions, and interference practice. Technical areas included general pharmaceuticals, formulations, chemical and enzymatic processes, and animal health products. He started at Eli Lilly & Company as an organic chemist.

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Karen Reid

Karen is a Manager in Deloitte Consulting’s Organization Transformation & Talent practice. She has 10 years of experience assisting financial services clients with large scale organizational transformation efforts involving operating model redesign and complex project and change management programs.

Karen also has extensive experience in developing organization design, realigning governance and decision rights models, designing culture transformation programs, and creating comprehensive workforce transition plans.

Karen received a Masters in Business Administration from Duke University’s Fuqua School of Business and a Bachelors of Science in Management and Marketing from New York University’s Stern School of Business.

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Dirk Brown

Dirk Brown is the Director of the Faber Entrepreneurship Center and a faculty member at the Darla Moore School of Business and College of Engineering and Computing at the University of South Carolina. Dr. Brown is a seasoned executive with a strong track record of developing, marketing, and licensing disruptive, proprietary technologies. He is the founding CEO of Pandoodle Corporation, a digital media technology company with offices in California, New York, and South Carolina.

Previously, he was CEO of Neoconix, a venture capital-funded electronics technology company serving Fortune 100 customers with worldwide sales and manufacturing. Earlier in his career, Dr. Brown was Executive Vice President of Operations and Marketing at High Connection Density (HCD), with P&L responsibility for all of the company's product lines, and before that a Member of Technical Staff at Advanced Micro Devices (AMD).

He holds over 25 patents, has written over 30 technical papers and journal articles, and is an active member in a number of professional societies including the Aspen Global Leadership Network (as a Liberty Fellow) and the C100. Dr. Brown holds an M.B.A. from San Jose State, a Ph.D. (Materials Science) and M.Eng. (Applied Physics) from Cornell University, and a B.Sc. (Eng) in Applied Physics/Electrical Engineering from Queen's University in Canada.

TOPIC: The Evolution of Innovation and IP in China (and What it Means for the Rest of the World)

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Chuck Redfearn

Redfearn, a native of South Carolina is Director of Global Consumer Packaging Innovation at Sonoco Products Company with 35 years packaging manufacturing and business development experience.

Energetic, results-oriented individual who thrives on diverse work activities involving planning, team-building, creative problem-solving, financial analysis, innovation and building business. Having spent over 30 years in the packaging industry holding senior level positions in business development, sales & marketing, manufacturing and import/export across multiple technology platforms.

Specialty Skills include: Strategic Planning, Budgeting and Forecasting, Marketing Plan Development, Pricing and Financial Analysis, Fundraising, Team-Building, Market Analysis, New Product Development, Sales, Project Management.

Giving back to the community is a personal priority.

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John Wolpert

John Wolpert assisted in founding IBM's Blockchain Division and led blockchain products and services from obscurity to the number one enterprise blockchain offering globally, over the course of 18 months. To support IBM's blockchain effort, led the creation of Hyperledger.org, one of the fastest growing open source communities in the history of the Linux Foundation, now with 130 companies and 12,000 individuals.

He also spun the transportation company, Uber-competitor Flywheel, out of Best Buy, led it through two pivots and two rounds of funding. Company was recently acquired by Cabconnect.

John has constructed five commercial ecosystems: Hyperledger Fabric, alphaWorks (online), IXC (R&D), ExtremeBlue (talent & innovation), and Flywheel (mobile).

Created and ran a consortium of companies in IT, life sciences and healthcare in the U.S., Australia and the UK. Spent four years overseas leading these and other “open innovation” initiatives.

John has two specialties:

1) Building multi-sided markets from scratch.

2) Finding and building new businesses in and around large, complicated organizations.

Topic: How Blockchain is Changing the World

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Dale Hogue

Dale Hogue combines his experience in business and law to monetizes intellectual property by IP licensing and M&A. He has litigated intellectual property rights, provided strategic IP planning, counseled clients, conducted product clearance, infringement and validity opinions, drafted and negotiated licensing agreements, and practiced before the United States Patent and Trademark Office. He is an experienced licensing executive having sold and licensed patents and other intellectual property. Dale was in the investment banking business and served on the investment committee of an IP holding company, formed joint ventures and assisted startups in their formation and capitalization.

Washington University, St. Louis, Mo B.S. Engineering Science,
U.S. Naval Academy
Georgetown University, JD

Military: USAF, Intel and Operation Research – Service in RVN

Co-Author with Dirk Brown, Invention = Money

Topic: Key Decision Components for Innovation and IP Investment

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Dan Griffin

Over his 25-year professional career, Dan Griffin has focused his attention and energy on delivering this mission: Influence People to Impact Results.

Dan successfully partners with organizations as a project and people strategist, resulting in successful change and development initiatives for his clients. Dan utilizes his problem-solving and strategic-thinking skills in ways that allow organizations to discover and implement action plans that breathe life into their organizations. For over the last year, Dan has worked with Cutty International as a lead project manager.

Dan makes his home in Lexington, SC with his wife, Melodie, and their four children. Dan and Melodie are licensed therapeutic foster parents and active in the advocacy to address the foster care crisis in South Carolina.

Topic: Innovation and IP Trends in Mainstream Media: Mashing up Entertainment, Information, and Interaction

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Jimmie Lenz

Dr. Jimmie Lenz is an experienced executive, lecturer and scholar in the field of banking and capital markets.

Starting his career as an equity trader over 25 years ago, Jimmie found he reveled in fast moving atmospheres that required both strategic thought and the ability to take immediate action. His successes propelled him into a number of senior management roles within the finance community including leading an NYSE broker dealer with foreign and domestic operations, where he was able to test both the appetite for and capacity of electronic trading platforms.

Global financial services firms and exchanges have engaged Jimmie to address issues related to strategic and tactical planning, risk mitigation, and business efficiencies. This in-depth understanding of the capital markets industry has allowed him to provide crucial perspectives in foreign and domestic regulatory matters, including extensive work with outside counsels and the presentation of findings to the Security and Exchange Commission.

His passion for developing forward-looking strategies, merge his unique boots-on-the-ground understanding of how our capital markets work with the academic application of new technologies.

Jimmie holds an undergraduate degree from the University of South Carolina, a Master of Science in Finance from Washington University in Saint Louis, and Doctor of Business Administration-Finance from Washington University’s Olin Business School. He frequently speaks at academic and industry events primarily on topics related to technology and quantitative analysis, and has several pending patents related to his work.

Topic: Financial Innovation – The Future of Money

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Xiaman Gu

Xiaoman is a registered Chinese Patent Attorney. She has more than 16 years experience working in intellectual property in China, starting her IP career with Jeekai & Partners.

After five years of patent practice with Jeekai, she moved to European multinational companies as Patent Attorney and IP manager. Her responsibility in the multinational companies include both establishing Patent/IP departments and leading the China intellectual property expertise, such as doing prosecutions for patents entering into China national phase, enforcing IP rights in China, providing consultation forum for the business activities in China with respect to IP matters, including managing patent portfolio, advising and counseling on IP issues in cooperation, acquisition, venturing and licensing activities in China, and therefore has extended knowledge regarding IP issues for companies practicing in China, and finds the solution to protect their IP in China.

Xiaoman received her Master in Medicine degree from a well-known Chinese Medical Institute in Beijing. Xiaoman specializes in patent drafting, prosecution, FTO analysis, patent validity analysis, patent infringement opinion, patent portfolio management, IP strategy making, IP due diligence in M&A, IP infringement litigation, patent validity & patent re-examination procedure, trade secret protection.

She is a member of ACPAA, AIPPI, AIPLA and INTA.

Topic: The Evolution of Innovation and IP in China

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Preston Heard

Preston Heard is an experienced intellectual property litigation attorney who has represented clients in U.S. District Court in numerous states, as well as before the U.S. International Trade Commission (ITC) in Section 337 actions.

Preston’s practice is focused primarily on patent litigation and covers a broad range of technologies, including the mechanical, computer, and chemical arts.

Preston has litigated cases in the federal courts of California, Delaware, Georgia, New York, Ohio, Texas, and Virginia, and before the ITC. Recently, he has represented both petitioners and patent owners in inter partes review (IPR) proceedings before the Patent Trial and Appeal Board at the USPTO.

In addition to his patent litigation work, Preston has experience representing clients in patent and trademark prosecution, licensing and enforcement matters. He counsels businesses to devise overall strategies to evaluate and protect their intellectual property assets, including strategies to obtain federal and/or state protection for patents, trademarks, and copyrights, to develop licensing and enforcement policies, and to assess potential infringement claims. He also works with businesses and individuals facing infringement claims to develop effective defenses and case theories to defeat such claims.

Preston is a registered patent attorney and is admitted to the courts of Georgia, New York, and the District of Columbia, as well as the U.S. District Courts for the Northern and Middle Districts of Georgia, and the Southern and Eastern Districts of New York. He is also involved in the firm’s pro bono activities and has represented clients through the Atlanta Volunteer Lawyers Foundation. Preston is a co-author of the Georgia IP Litigation Blog.

Topic: The Impact of Context and Timing on IP Value, Opportunity and Risk

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Barry Herman

Barry Herman is a member of Womble Carlyle’s Intellectual Property Group practicing in the firm’s Baltimore office. A chemical engineer by training, Barry litigates matters across a wide array of technologies in the chemical, mechanical, and electrical arts. He represents both domestic and foreign clients in a full range of patent, trademark and other intellectual property disputes before the United States Federal District Courts, the International Trade Commission (ITC), and the United States Patent & Trademark Office.

Barry has significant first-chair trial experience and has consistently demonstrated the ability to provide cost-effective representation by tailoring strategy and staffing to meet the needs of the client for that particular case.

Barry served as first-chair litigator in a landmark patent infringement case for client Saint-Gobain, one of the world’s largest glass companies and the leading windshield manufacturer for European cars. Saint-Gobain won a $10.9 million damages award against a Chinese windshield manufacturer, and the jury found the infringement was willful. The district court subsequently doubled the damages award and awarded Saint-Gobain attorneys’ fees and costs for a total award of over $24 million.

Barry also has significant appellate experience at the Court of Appeals for the Federal Circuit. In a seminal case involving the applicability of Section 102(g), Barry successfully argued that United States reproduction of technology conceived overseas does not qualify a United States manufacturer as a prior inventor under the statute. Solvay S.A. v. Honeywell Int'l, Inc., 622 F.3d 1367 (Fed. Cir. 2010). He has also represented other industry leaders such as DAK Americas, SMC Corp., and Mirowski Family Ventures in various matters in district courts across the country and before the ITC.

Topic: Key Decision Components for Innovation & IP Investment

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Delphine Dean

Dr. Delphine Dean is the Gregg-Graniteville Associate Professor of Bioengineering at Clemson University. She earned her Ph.D. in Electrical Engineering and Computer Science from the Massachusetts Institute of Technology in 2005 and started her faculty position at Clemson in January 2007.

Her lab leads a wide range of studies focused on understanding mechanics and interactions of biological systems across length scales. Her expertise is in nano- to micro-scale characterization of biological tissues including experimental techniques such as atomic force microscopy and mathematical modeling such as finite element analysis.

She is the recipient of the 2011 Phil and Mary Bradley Award for Mentoring in Creative Inquiry for her work in mentoring undergraduates at Clemson, where she currently mentors 12 undergraduate creative inquiry research and design teams. These multi-year undergraduate project teams have focused on several areas including the redesign of medical training simulators, investigating the use of robotics for solving biomedical problems, and developing medical technology for the resource poor countries. Working with collaborators in country, her students have created new sustainable technological solutions Tanzanian clinical settings. The teams have been recognized with several awards, including recently 2014 Lemelson-MIT Undergraduate Cure-It prize.

Topic: Open Innovation Best Practices

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Shannon Pierce

Founder – New Ocean Health Solutions

Shannon Pierce is the inventor of CareCam Documentation System, a timeless process which allows for anytime, anywhere, and any type of verifiable data to be collected at the point of care. The pioneering platform enabled patient-generated and multidisciplinary-clinician data to be accurately and passively collected and stored for verifiable and readily available data for enhanced communication and clinical decision support.

The patented process allows the users to capture what they want, when they want and tags the metadata for efficient and effective coordination of care. The simple solution was initially piloted with a pharmaceutical research company, outpatient orthopeadic center, dialysis patients and multiple focus group evaluations. Each IRB-approved pilot demonstrated positive subjective and remarkable objective outcomes.

Upon graduating Clemson University's College of Nursing with honors, Shannon began her career as a critical care nurse. She learned how to accurately assess situations, quickly diagnose and prioritize problems, execute a plan of care, and mastered innovative use of resources on hand. While delivering frontline care, Shannon's invention was born. It was accompanied by a passion to continuously optimize care by meeting unmet clinical needs. Shannon's patent was filed in 2005 and issued in 2009. Truth, Courage, Focus, Knowledge, and Wisdom were selected as CareCam (now, New Ocean Health Solutions) guiding values. Successive milestones were met on time and under budget. The comprehensive platform was mobile first, and included video before video was common in smartphones. Shannon commercialized her initial crayon concept while working full time as a consultant focused on C-suite sales for Interim Healthcare. Her work ethic, acquired business acumen, and multifaceted awareness led to record growth while equipping her with expert negotiation skills and complex business modeling experience. Recognizing the importance of integration of data, Shannon structured each build around HL7, IHE, HIPAA standards, API integration and future customer requirements.

Pierce's persistence for excellence, determination, and non-traditional approach formed the basis for which CareCam was established and has since been transformed by the mission of New Ocean Health Solutions: to improve patient outcomes and maximize health and well-being while reducing the costs of healthcare. Through a proprietary enterprise health optimization integration platform, New Ocean solves the complex problems of the healthcare ecosystem by combining behavioral science with technology to engage people from every range of health.

TOPIC: The Impact of Context and Timing on IP Value, Opportunity and Risk

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Bob Quinn

Executive Director – SCRA

As Executive Director of SCRA, Bob leads an organization that fosters South Carolina’s Innovation Economy by supporting entrepreneurs, enabling academic research and commercialization, and connecting industry with innovators.

Prior to joining SCRA in 2016, he worked in various executive roles for 26 years with Battelle Memorial Institute and affiliated companies. Bob most recently was the Managing Director of Battelle’s subsidiary, 360ip Pte. Ltd., an international investment and commercialization company. Previous assignments included Director of Technology Commercialization at Oak Ridge National Laboratory and Vice President of Technology Commercialization at Battelle. His technology management experience includes leading a $150 million business unit.

Prior to Battelle, he was a manager with the U.S. Department of Energy and the U.S. Environmental Protection Agency. Bob holds a Bachelor’s degree (Phi Beta Kappa) from Rutgers University and a Master’s degree (Exxon Graduate Fellow) from George Washington University. He also completed the Executive Management Program at Stanford School of Business/National University of Singapore.

TOPIC: ROI on Innovation & IP Education

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Dr. Brad Fenwick

SVP – Elsevier

Dr. Brad Fenwick is Senior Vice President Global Strategic Alliances with Elsevier, the world’s largest publisher of science, technology, and medicine journals and a world-leading provider of data and analytics that enhance the performance of science, health, and technology professionals. Fenwick is charged with fostering non-commercial partnerships with and between universities, research centers, industry, governments, and funding bodies globally to enhance research and innovation productivity and success.

He is a Fellow with the American Council on Education and the American Association for the Advancement of Science, a distinguished Fellow with the National Academies of Practice, and is a Jefferson Science Fellow and Senior Science Advisor to the U.S. State Department. He has held many senior leadership and administrative positions, including Graduate Dean, Vice President for Research, President for Intellectual Properties, Vice Chancellor for Research and Engagement, and Federal Chief Scientist.

He holds several patents and founded a biotechnology company. Dr. Fenwick is a Doctor of Veterinary Medicine and holds a Ph.D. and completed a residency at U.C. Davis where he is a distinguished alumnus.

TOPIC: The Value of University-Industry Collaborations

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Adam Kelly

Partner – Loeb & Loeb, LLP

Adam Kelly is a nationally-acclaimed counsellor in intellectual property law with extensive experience in the U.S. and abroad. Outside of the courtroom, Mr. Kelly assists clients with due diligence, strategic technology procurement, and transactional negotiations. He also counsels corporate executives on how to competitively use intellectual property to increase market share, revenues, and the overall value of a business.

Inside the courtroom as a first chair, Mr. Kelly has successfully enforced and defended against patent infringement actions in various jurisdictions throughout the world. He has represented clients through all litigation phases, from pre-suit due diligence through trial and appeal. He has also successfully obtained and defended against various types of preliminary injunctive relief associated with design and utility patent infringement actions.

Mr. Kelly has represented clients in a wide variety of patent infringement cases in both federal district and appellate courts, with substantial appellate experience arguing and practicing before the U.S. Court of Appeals for the Federal Circuit. Mr. Kelly has also represented clients in prosecution, opposition, and post-grant review proceedings before the Patent Trial and Appeal Board at the U.S. Patent and Trademark Office and the European Patent Office.

Mr. Kelly frequently lectures to audiences around the world regarding intellectual property litigation and procurement, including China, England, Hong Kong, Taiwan, and the U.S.

TOPIC: The Evolution of Innovation and IP in China (and What it Means for the Rest of the World)

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Albert Wai-Kit Chan

Attorney

Dr. Albert Wai-Kit Chan is a partner of the Law Offices of Albert Wai-Kit Chan, PLLC. He is a former research scientist who forged his legal career by combining his training as a molecular biologist with the emerging legal needs of the biotechnology industry in the late 1980s. Dr. Chan handles all areas of intellectual property law (including technology transfer, patents, trademarks, copyrights, business transactions, and trade secrets), and his specialty is biotechnology patents. He is well-versed in all aspects of prosecution and litigation and is experienced in licensing, technology transfer and the evaluation of intellectual property portfolios. Dr. Chan works extensively with both U.S. and international companies. He has helped scores of scientists and inventors obtain the intellectual property protection they need to be competitive in their fields. His clients range from individual inventors to up-and-coming companies to well-established prestigious research institutes.

Dr. Chan has been frequently involved in transactional work in China, which includes facilitating joint ventures and contracts between East and West companies and building up clients’ intellectual property portfolios. For those clients looking to expand their business in China, he has not only provided patent procurement services but also, equally important, patent enforcement. He has performed analysis and evaluation of clients’ intellectual property to determine the scope and securement of the protection of their intellectual property.

Since 1996, Dr. Chan has taught as an adjunct professor of law at The City University of New York School of Law. His classes include intellectual property law, patent law, technology transfer, Internet and the law, food and drug law, and international business law. Dr. Chan is active in a number of legal organizations including, among others, United States-China Intellectual Property Institute. He is also past president of the United States-China Lawyers Society, which aims to promote the free exchange of legal ideas between professionals in the United States and China.

Dr. Chan received his J.D. degree from Columbia University School of Law in New York. He was awarded his Ph.D. in virology at Baylor College of Medicine in Houston, Texas, and he completed his postdoctoral training at Cold Spring Harbor Laboratory in New York as an American Cancer Society postdoctoral fellow. Dr. Chan is a graduate of The Chinese University of Hong Kong, and he was born and raised in Hong Kong.

TOPIC: Innovation and IP changes in China

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Adam Kelly

Attorney

Adam Kelly is a nationally-acclaimed counsellor in intellectual property law with extensive experience in the U.S. and abroad. Outside of the courtroom, Mr. Kelly assists clients with due diligence, strategic technology procurement, and transactional negotiations. He also counsels corporate executives on how to competitively use intellectual property to increase market share, revenues, and the overall value of a business.

Inside the courtroom as a first chair, Mr. Kelly has successfully enforced and defended against patent infringement actions in various jurisdictions throughout the world. He has represented clients through all litigation phases, from pre-suit due diligence through trial and appeal. He has also successfully obtained and defended against various types of preliminary injunctive relief associated with design and utility patent infringement actions.

TOPIC: Strategic Global Intellectual Property Management

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Emile Buzaid

Attorney

Mr. Buzaid currently serves as Associate Counsel for Remington Arms Company, LLC (“Remington”), where is in charge of all legal matters involving the purchase, sale, licensing, and other disposition of goods, property, and services. Mr. Buzaid also serves as the President of RA Brands, LLC, which is an intellectual property holding company of Remington. Mr. Buzaid graduated from the United States Military Academy in 2000, and obtained his JD from the University of Connecticut School of Law in 2008.

TOPIC: So You've Been Hacked -- What Now?

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Al Kwok

Co-founder & Vice Chairman, Asia Pacific Cloud Apps Alliance

Mr. Kwok has been working in the semiconductor industry in Silicon Valley since 1979, with extensive trend-setting and start-up (among which being the founding team-member of the last 3 companies) experiences at IDT, Quality Semiconductor Inc., PMC-Flash and NetLogic Microsystems Inc. – 3 IPO’s & 1 M&A, covering business developments, cutting-edge technology developments and applications, IP portfolio developments and licensing, manufacturing operations, as well as product developments and product engineering.

He played a critical role bringing 2 foundation-disruptive technologies mainstream (>90% global market share), laying the foundation for the Information Technology Era: CMOS addressing Hardware platform for Moore’s Law scalability at Integrated Device Technology, Inc. as the “Yield Guru” and Network Search Engine/Knowledge Based Processor addressing Network Real-time Interactive “QoS” platform for Metcalfe’s Law scalability at NetLogic Microsystems, Inc. as its “Founding Chief IP Officer” and “Product Development Champion”.

His “IP” experiences covered in 1989 at Quality Semiconductor Inc. with tech transfers to Japanese strategic partners, then extended to technology licensing to top-tier companies at Programmable Microelectronics Corp. from 1996 to 1998. The highlight of his IP experiences was being the Founding CIPO at NetLogic Microsystems Inc. (NMI) to conceive and establish the IP portfolio development strategy and blueprint making NMI, though a SME, a dominating IP powerhouse in Silicon Valley (recognized by IEEE in 2006) – IPO in 2004 for ~US$250M & M&A in 2011 by BRCM for US$3.7B.

He returned to Hong Kong/PRD in 2002 and has been promoting application/modern service platform developments and Innovation/IP management in China. Mr. Kwok was the co-editor of “Handbook of Best Practices In Intellectual Property Management” in Chinese. He served on the HKSAR IP Working Group from 2013 to 2015.

He has a BSES and a MSEE from the University of Texas at Austin.

PANEL: Innovation and IP Changes in China

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Rachel Reinitz

CTO of IBM BlueMix Garage

Rachel Reinitz is an IBM Distinguished Engineer and CTO of IBM BlueMix Garage.  The Bluemix Garages are new consulting labs housed in startup communities that partner with clients of all sizes to design and develop engaging apps and transform how development is done. You can learn more about The Garages and the IBM Bluemix Garage Method. You can follow her on Twitter at @rreinitz.

TOPIC: Changing the way companies manage innovation and IP

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Scott Kieff

Commissioner –  U.S. International Trade Commission

F. Scott Kieff, a Republican of Illinois, was sworn in on Friday, October 18, 2013, as a Commissioner of the U.S. International Trade Commission. Nominated by President Barack H. Obama, he was confirmed by the U.S. Senate on August 1, 2013, for the term expiring on June 16, 2020.

Before being sworn in, Commissioner Kieff took a leave of absence from his post as a Professor at the George Washington University Law School in Washington, DC, which he joined in the summer of 2009. He came to George Washington University from Washington University in Saint Louis, where he was a Professor in the School of Law with a secondary appointment in the School of Medicine's Department of Neurological Surgery. He was named Fred C. Stevenson Research Professor at the George Washington University Law School in the fall of 2012.

Also before being sworn in, Commissioner Kieff resigned his roles at the Stanford University Hoover Institution, where he was the Ray & Louise Knowles Senior Fellow. He also served as Director and a Member of the Research Team of the Hoover Project on Commercializing Innovation; as a Member of the Steering Committee and Research Team of the Hoover Working Group on Intellectual Property, Innovation, and Prosperity, or IP2; and as a Member of the John and Jean De Nault Task Force on Property Rights, Freedom, and Prosperity.

Commissioner Kieff previously served as a faculty member of the Munich Intellectual Property Law Center at Germany's Max Planck Institute; a visiting professor in the law schools at Northwestern, Chicago, and Stanford; and a faculty fellow in the Olin Program on Law and Economics at Harvard.

TOPIC: Professionalism in Windy Times: Keys to Economic Growth, Innovation, Competition, and Trade

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Dr. Michael Baker

Chief IP Counsel – Qorvo

Dr. Michael Baker is the Chief IP Counsel for Qorvo, a semiconductor company that designs and manufactures radio frequency systems for wireless and broadband communications. Dr. Baker is responsible for managing IP litigation in various forums including the ITC. He also develops patent strategies for Qorvo’s business units and frequently conducts IP generation workshops.

Dr. Baker chairs the patent committee and routinely negotiates licensing and joint development agreements. Prior to joining Qorvo, Dr. Baker was the Director of IP Operations at IPValue. Here, Dr. Baker managed a team of engineers and analysts responsible for commercializing Xerox’s worldwide patent portfolio. These commercialization activities yielded millions of dollars in licensing revenue. Dr. Baker worked as an IP strategist for Sharp before joining IPValue. In this capacity, he worked collaboratively with R&D teams to identify and protect inventions that strategically aligned with Sharp’s business strategies. Much of the skillset used at Sharp was developed at Hewlett-Packard (HP). Dr. Baker joined HP after completing his Ph.D. in electrical engineering at Georgia Tech. While at HP, Dr. Baker worked as an R&D engineer where he developed semiconductor processes used in the manufacture of inkjet print heads. He also wrote and prosecuted patent applications related to these processes.

PANEL: So You've Been Hacked -- What Now?

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Deborah Stokes

Director, External Research & Academic Alliances – Dell EMC

Deborah R. Stokes is the Director, External Research and Academic Alliances for Dell EMC. In this role, she is responsible for research and education programs, collaborating across the R&D ecosystem, as part of the Office of the CTO.

Deborah has served in various technology leadership positions including business development, advanced technology, product development, marketing, and operations for over 25 years in large global technology firms such as Nortel and Huawei. She also has additional experience in the education vertical.

Deborah serves on several local business committees and various university advisory boards. She has numerous publications in the technology management field, and has filed a patent on measuring the ROI from university investments.

Deborah has a BS in Business Administration, and completed her Executive MBA at the University of Texas at Dallas, with a focus on "Managing for Change".

TOPIC: Open Innovation Best Practices

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Leah Moody

South Carolina Commission on Higher Education

Ms. Leah B. Moody is a native of Rock Hill, South Carolina who earned her bachelor’s degree in political science from Hampton University and a Juris Doctorate from University of South Carolina School of Law.

In 2004, Ms. Moody opened her firm to provide legal services in the Rock Hill and surrounding communities. Her goal was to provide services to a community that gave so much to her as a child. She has served the Rock Hill and York County communities for nearly twelve years through her law firm and civic activities.

Ms. Moody has nearly 20 years of government and private practice experience. Ms. Moody’s practice areas include government, civil litigation and criminal defense in both federal and state courts including the South Carolina Administrative Law Court. She has represented small towns, non-profit and for-profit organizations, and agencies regarding various matters such as contract disputes, FIOA compliance, annexations, drafting and negotiating contracts, intergovernmental agreements, grant monitoring/compliance, procurement, certification processes, state ethics, and town administration. Also, Ms. Moody has represented clients in worker’s compensation, personal injury, and criminal proceedings in federal and state courts.

Prior to 2004, Ms. Moody was an associate attorney at Rhinehart, Matthews, Schiller, Shaw and Reeves, LLC. She has served at the pleasure of the Honorable South Carolina Governor James H. Hodges as his Deputy Legal Counsel. Prior to accepting her appointment from Governor Hodges, Ms. Moody served as a staff attorney to the Senate Judiciary Committee of the South Carolina Senate, chaired by the late Honorable Don Holland. She began her career as Assistant Solicitor in Richland County Solicitor’s Office handling prosecution in magistrate’s and general sessions courts.

Ms. Moody has actively been involved in professional and community service. In 2009, Ms. Moody was appointed to serve as the 16th Judicial Circuit Trustee for the University of South Carolina and was elected to a full term in April 2010. In April 2016, Ms. Moody was re-elected as the 16th Judicial Circuit Trustee. Governor Haley, with the advice and consent of the Senate, appointed Ms. Moody to the South Carolina Commission on Higher Education representing the South Carolina Research Universities- Clemson, MUSC and USC in 2011 through 2014.

TOPIC: The Impact of Context and Timing on IP Value, Opportunity and Risk

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Peter Brews, Ph.D

Dean - Moore School of Business

Peter J. Brews, Ph.D., is the dean of the Darla Moore School of Business at the University of South Carolina. Brews, a native of South Africa, brings more than 25 years of international business education experience to the position, having taught at Duke University’s Fuqua School of Business before UNC. At UNC Kenan-Flagler, Brews taught global context to full-time and executive MBA students and global strategy to students in the OneMBA, a program he suggested to the school soon after joining in 2000. In 2006 he was named associate dean of OneMBA and served in this capacity for seven years. Prior to UNC he was assistant professor at Duke University for six years, teaching strategic management and global business strategy in Fuqua’s full-time and executive MBA programs.

TOPIC: ROI on Innovation & IP Education

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John Scully

Executive - Bank of America

John Scully is Managing Director, Global Reporting and Receivables Executive at Bank of America.

Scully is responsible for designing and managing the Bank’s corporate and commercial digital channels reporting and receivables systems. He is a pioneer in the internet banking space and helped launch CashPro® at LaSalle Bank in the late 1990’s. CashPro Online is now Bank of America’s flagship commercial offering and one of the top transaction banking applications in the world.

Scully currently holds two patents for his work in global information reporting systems and the bank’s Accelerate platform; and has six patents pending for a variety of digital channel services.

Scully works extensively in the LEAN Agile space and is responsible for helping the bank’s product teams adopt the LEAN Agile methodology.

TOPIC: The Impact of Context and Timing on IP Value, Opportunity and Risk

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Ted Claypoole

Partner - Womble Carlyle Sandridge & Rice

As a Partner of the Firm’s Intellectual Property Practice Group, Ted leads the firm’s IP Transaction Team, as well as data breach incident response teams in the public and private sectors. Ted addresses information security risk management, and cross-border data transfer issue, including those involving the European Union and the Data Protection Safe Harbor. He also negotiates and prepares business process outsourcing, distribution, branding, software development, hosted application and electronic commerce agreements for all types of companies.

Ted currently serves as Chair of the American Bar Association’s Cyberspace Committee in the Business Law Section, and has recently co-authored the books Privacy in the Age of Big Data: Recognizing Threats, Defending Your Rights and Protecting Your Family and Protecting Your Internet Identity: Are You Naked Online? with Theresa Payton.

His practice includes media and advertising issues, especially online, mobile platforms and on social networks. He solves legal problems in payment systems and financial data processing. Advising clients on complex intellectual property development and licensing programs, he builds strategic technology and marketing alliances.

TOPIC: Lessons learned from famous data breaches

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T. Bond Calloway

Associate Laboratory Director – Savannah River National Lab

Bond Calloway, Jr., is the Associate Laboratory Director, Clean Energy Directorate at the Savannah River National Laboratory. Mr. Calloway leads a dynamic team of scientists and engineers conducting basic and applied research related to renewable and nuclear energy. He is also responsible for leading strategic and innovation planning for SRNL.

Mr. Calloway has more than 25 years of industrial experience in the research and development, design, construction, and operation of DOE’s nuclear/chemical process systems. This work includes both the Defense Waste Processing Facility and the Hanford Waste Treatment Plant. Mr. Calloway has previously been a National Science Foundation invited peer reviewer and has served as an invited proposal reviewer for the DOE Office of Energy Efficiency and Renewable Energy and DOE’s Advanced Research Project Agency-Energy.

Mr. Calloway received the American Institute of Chemical Engineer (AIChE) Herb Epstein and Robert E. Wilson Award for meritorious contributions to AIChE and demonstrated dedication to the chemical engineering profession. He was awarded the 2011 DOE Energy Sustainability (EStar) award for his collaborations in renewable energy research. Mr. Calloway was elected to the AIChE Board of Directors for 2011 – 2013, and is the author of more than 50 papers on various aspects of nuclear waste and energy research. Mr. Calloway has won the prestigious R&D 100 Award for innovation in advanced sensor technology. He is also the President-elect for the American Institute of Chemical Engineers.

PANEL: Best practices for managing innovation and IP

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Rebecca Silveston-Keith

President - Techinfusers

Rebecca Silveston-Keith is President and Co-Founder of Techinfusers, a team of expert consultants from multiple industries, technologies, academic institutions and start-ups with hands on experience in designing, initiating, running and commercializing products with external partners. With extensive and diverse innovation management skills and experience in co-development in industrial research, university spin-offs, tech transfer and innovating with government labs, Techinfusers provides a variety of services to corporate R&D groups for open innovation.

This follows a 29 year career in corporate R&D management in different consumer products companies, countries and languages. She consistently implemented external research partnerships to get to the root of the development or manufacturing issues and commercialize products whether it was start-ups or Fortune 500 companies. She has expertise in manufacturing process optimization to fundamental property performance relationship in a variety materials systems: electrophotographic toner, ink, plain and photos paper, activated carbon, nylon fiber flame retardancy and dust retention in carpets, and consumer psychometric studies for quality metrics. She has a PhD in Physical & Surface Science from Uppsala University, Sweden and an undergraduate Engineering Chemistry from Queen’s University, Canada.

TOPIC: Open Innovation Best Practices

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J. Thomas Ledbetter, Jr

Associate VP - Midlands Technical College

Tom Ledbetter is a management professional with forty years’ experience in the rapidly changing advanced manufacturing, technology development, and higher education sectors. His experience includes line, staff, and executive management responsibilities across a broad spectrum of organizational disciplines, in both public sector and private sector organizations, and in launching and running his own businesses. Since 2003, Tom has been an employee of Midlands Technical College in Columbia, most recently being named Associate Vice President for Economic Development and Community Engagement, and Executive Director of the Enterprise Campus.

A graduate of the University of North Carolina – Chapel Hill, Mr. Ledbetter is an engaged and proven advocate of local community development activities, entrepreneurial development, workforce development strategies, and larger-scale economic development efforts across the State of South Carolina. He is a Certified Economic Developer in South Carolina, and is certified as a Facilitator/Administrator for the FastTrac® series of entrepreneurial training courses. Mr. Ledbetter is a passionate advocate for education, and has been recognized within South Carolina and nationally for his work in career development activities within K-12 and higher education. He speaks frequently on issues surrounding workforce development and the demographics of the changing workforce.

Tom is the devoted husband of Cindy, and they are really enjoying “life after children.” He is an expert “Honey-Do List” completer, an accomplished “Mr. Fix-It”, and avid but not good golfer.

TOPIC: ROI on Innovation & IP Education

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John Warden

Founder & President – Venturist, Inc.

John Warden, founder and president of Venturist, Inc., has extensive experience in leadership, strategy, management, long-range planning, writing, and speaking in military, government, educational, and commercial enterprises. His diverse background includes leading a key Air Force organization in the Pentagon where he was the architect for the successful Gulf War 1991 Desert Storm air campaign, working as Special Assistant to the Vice President of the United States, restructuring the Air Force's Air Command and Staff College, and serving as the Commander of an F-15 fighter wing in Germany. After a successful career in the Air Force, John founded Venturist, Inc., a strategy consulting company. He has helped many domestic and international companies to become more successful by understanding and applying the principles of his unique strategic planning process to their business.

A graduate of the United States Air Force Academy, John received his Master's degree from Texas Tech University, graduated from the National War College, and retired from the United States Air Force as a colonel in 1995. He is a recipient of numerous military awards and decorations to include: the Air Force Distinguished Service Medal, the Legion of Merit, the Distinguished Flying Cross, and the Air Medal with ten Oak Leaf clusters.

As Special Assistant to the Vice President of the United States during the George H. W. Bush Administration, he worked on improving American competitiveness, speeding commercialization of technology, and promoting quality concepts inside and outside the Administration. John helped keep significant manufacturing facilities in the U.S. and was part of the process that led the President to direct elimination of several impediments to U.S. defense firm participation in the commercial market.

John is an internationally noted speaker and author with numerous published articles on planning the future, new strategy, aerospace power, and campaign planning. He authored a best-selling book, The Air Campaign and co-authored a business strategy book, Winning in FastTime.

John’s television appearances include a British Broadcasting Corporation production of Worldwatch and lengthy interviews in Public Broadcasting System shows. CBS featured him in an Eye on America segment of the nationally broadcast evening news, and CNN ran a segment on him as well. He also has appeared on the PBS NewsHour, Fox, Discovery, the History Channel, MSNBC, the National Geographic Channel, CNBC’s Kudlow and Cramer, Squawk Box, and Business Unusual.

Exercise: A Strategic Approach to Solving Tough Challenges from Geopolitics to Innovation.

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Michael C. Elmer

IP Attorney

Mike Mann practices in the Intellectual Property practice group of Nexsen Pruet, focusing on the preparation and prosecution of patent and trademark applications, advising clients regarding patent, trademark and copyrights issues, licensing intellectual property and mediating disputes.

Mr. Mann has a bachelor's degree in physics and a master's degree in nuclear engineering from the Pennsylvania State University, a law degree from Duquesne University and has taken additional courses in computer engineering, dispute resolution and intellectual property mediation.

Following service in the US Army Signal Corps and graduate school, Mr. Mann worked as a nuclear design engineer for Westinghouse Electric. Upon graduation from law school in 1979, he left Westinghouse and joined Chem-Nuclear System as a regional in-house counsel, eventually becoming vice president and general counsel following the acquisition of Chem-Nuclear by Waste Management of Oakbrook, Illinois in 1982.

In 1987 Mr. Mann left Chem-Nuclear to set up an intellectual property law firm. In 1998, he merged his firm into Nexsen Pruet, LLC, where he has remained ever since.

Mr. Mann currently serves on the South Carolina Technical College System board and the Governor’s School for Science and Mathematics Foundation board.

REVERSE PANEL: Key Decision Components for Innovation & IP Investment

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C. Gregory Gramenopoulos

IP Attorney

C. Gregory Gramenopoulos is a partner with Finnegan, Henderson, Farabow, Garrett & Dunner and is based in Washington, DC. He leads the firm's electrical and computer technology practice group and has more than 20 years of experience in the field of intellectual property law. A significant portion of Mr. Gramenopoulos' practice is devoted to patent litigation and strategic portfolio development for emerging and high-technology companies in areas including, for example, computer hardware, software, communication networks, digital signal processing, and control systems.

PANEL: Corporate systems for IP protection

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Andy Zynga

CEO – NineSigma

Andy Zynga joined NineSigma in February 2008 as CEO of NineSigma Europe where he established and grew the company’s presence across Europe. In late 2009, Andy assumed the role of global CEO and has focused his attention on increasing the company’s revenues and global presence by entering new markets and expanding its portfolio of Innovation Services. Working closely with clients and his global team, Andy has overseen the introduction of several new offerings that help innovation-driven organizations accelerate product development, reduce risk in their innovation program, and dramatically expand their capabilities.

Additionally, since 2014, Andy has been an Adjunct Associate Professor teaching Innovation Management to graduate students at Cleveland's Case Western Reserve University.

Prior to joining NineSigma, Andy built, or turned around, four high tech businesses in the US and Europe. He earned a dual Master’s degree in Business Administration and Mechanical Engineering from the Technical University of Berlin, Germany. Andy grew up in West-Berlin, Germany, and immigrated to the United States in 1985.

TOPIC: Open Innovation

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John F. Morrow

Attorney – Womble Carlyle

John currently chairs Womble Carlyle’s Intellectual Property Litigation Group, where for the past 17 years he has focused his practice on handling all aspects of patent infringement, trademark infringement, unfair competition, copyright infringement, trade secret misappropriation, franchise litigation, false advertising, and antitrust lawsuits. John has vast experience in each arena, having served as first and second chair in state or federal courts sitting in north Carolina, Nevada, Teas, Wyoming, Pennsylvania, Delaware, Massachusetts, Ohio, New York, New Jersey, Connecticut, Georgia, South Carolina, Utah and Virginia.

John’s case management philosophy is straightforward – understand the client’s objectives at the outset of the case, and then make sound, pragmatic decisions that will enable the client to achieve those objectives in the most efficient manner possible.

TOPIC: The Impact of Context and Timing on IP Value, Opportunity and Risk

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Dale Hogue

IP Attorney

Dale Hogue has practiced intellectual property law since 1972, primarily in Washington, D.C. Dale is an experienced licensing executive having sold and licensed patents and other intellectual property.

TOPIC: TBD

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Aaron Hark

Co-Owner - Maxient

Aaron is Co-Owner and Chief Software Architect at Maxient, a privately-held Virginia company specializing in student conduct records management software. More than 600 colleges and universities across North America rely on Maxient's SaaS platform to receive and respond to reports of issues involving their students, faculty, and staff.

PANEL: So You've Been Hacked -- What Now?

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Marcia Greci

Attorney – Sonoco

Marcia Greci is the Corporate Intellectual Property Attorney for Sonoco.  In that role, she is responsible for global IP strategy development and implementation, as well as global management of intellectual property.  Previously, Marci was the Senior Group IP Counsel, Materials Group for Avery Dennison and responsible for global IP management and strategy.  Marci was also a partner in the IP group of the Greenville, SC office of Nelson Mullins Riley and Scarborough.  She received her B.S. degree in Chemistry from Erskine College, her Ph.D. in Polymer Chemistry from University of Southern California, and her J.D. from Cleveland Marshall College of Law.

PANEL: Corporate systems for IP protection

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John F Morrow

Attorney – Womble Carlyle

John currently chairs Womble Carlyle’s Intellectual Property Litigation Group, where for the past 17 years he has focused his practice on handling all aspects of patent infringement, trademark infringement, unfair competition, copyright infringement, trade secret misappropriation, franchise litigation, false advertising, and antitrust lawsuits. John has vast experience in each arena, having served as first and second chair in state or federal courts sitting in north Carolina, Nevada, Teas, Wyoming, Pennsylvania, Delaware, Massachusetts, Ohio, New York, New Jersey, Connecticut, Georgia, South Carolina, Utah and Virginia.

John’s case management philosophy is straightforward – understand the client’s objectives at the outset of the case, and then make sound, pragmatic decisions that will enable the client to achieve those objectives in the most efficient manner possible.

TOPIC: TBD

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Jon Wood

Executive Director of Innovation & Collaboration – Bridgestone Americas Inc.

Jonathan “Jon” Wood is the executive director of innovation and collaboration at Bridgestone Americas Inc., responsible for developing and maintaining relationships with universities, industry researchers, think tanks, and inventors and entrepreneurs both inside and outside of the industry to identify new product and market opportunities. He also acts as a champion and senior representative for the company’s innovation efforts both internally and externally and is responsible for reviewing and acquiring government grants. He is located in Bridgestone’s Americas Technical Center in Akron, Ohio.

Wood previously has served as chief intellectual property counsel at Bridgestone Americas, senior counsel of intellectual property for Eastman Chemical Co. in Kingsport, Tenn., and an associate at the law firm of Workman, Nydegger in Salt Lake City, Utah.

Wood holds a JD from the University of Arkansas in Fayetteville, a master’s degree in organic chemistry from the University of Alabama in Tuscaloosa and a bachelor of science in chemistry from Harding University in Searcy, Arkansas

He has spoken many times on the topic of intellectual property in Europe, North America, China and Japan.

Case Study: Bridgestone Innovation Initiative

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Alex Butler

VP - Bloomberg BNA

At Bloomberg BNA, Mr. Butler serves on the legal division's executive team supporting Bloomberg Law, an all-in-one technology platform that helps law firms grow their top line revenue, provide world-class counsel by getting the right answer fast and efficiently, and maintain and increase their profitability. Mr. Butler and his team are responsible for multiple legal practice areas including Intellectual Property, Privacy & Data Security, and Technology & Telecommunications.

Representative Bloomberg BNA IP offerings include the well-established Patent, Trademark & Copyright Journal, the U.S. Patents Quarterly, and a range of daily coverage and updates on courts, regulations, legislation, and law practice and business developments.

Mr Butler’s experience includes senior executive positions in early and growth-stage businesses with responsibilities for operations, sales, marketing and strategy in the United States, Europe, Latin America and Asia at firms such as Information Holdings and Thomson Reuters. He is a passionate strategist recognized for his ability to synthesise complex legal, financial and technical perspectives into actionable insights and programmes.

Mr. Butler's academic background includes a BA in international service from the American University in Washington DC and an MBA (system design focus) from Villanova University. He is active in multiple professional organizations and frequently presents to executive, academic and professional audiences on corporate and IP strategy, technology commercialization, mergers and acquisitions, capital investment decisions and program management.

TOPIC: The Impact of Context and Timing on IP Value, Opportunity and Risk

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Kevin Weir

Innovation & New Business Platform Development Leader – Milliken & Company

A dedicated professional focused on innovation management and the development of new, sustainable, business and technology platforms.

Mr. Weir received a chemistry degree from Cambridge College of Arts and Technology in the United Kingdom and a Master of Business Administration from City University Frankfurt.

After 22 years with the Dow Chemical Company in international new business development, innovation, and new product development, he joined Milliken & Company where he is the Innovation & New Business Platform Development Leader. In that role, his mission is identification of and strategy development for new business and technology platforms.

TOPIC: Opportunity to Market, a Milliken case study

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Michael C. Elmer

Litigation Attorney

Michael C. Elmer has more than 40 years of litigation experience at Finnegan, Henderson, Farabow, Garrett & Dunner, LLP, in virtually every aspect of intellectual property law. While most of his career has been focused on litigating high-profile patent cases, he has also litigated trademark, trade secret, trade dress, copyright, and related antitrust matters. Since becoming Senior Counsel at Finnegan in 2006 after opening the firm’s Palo Alto, California, office in 1998, Mr. Elmer recognized the need for the development of global patent litigation win rate data and created the Global IP Litigation Project. The centerpiece of the project has been the development of data containing win-rate statistics on international patent litigation provided by a network of participating law firms from 30 countries.

Mr. Elmer has lectured extensively both in the United States and abroad on global patent litigation, including the resolution and evaluation of international patent disputes.

He is also an adjunct Professor at the University of Washington Law School in Seattle where he teaches Global Patent Litigation.

In Who’s Who Legal’s Most Highly Regarded Firms: Patents 2013, Mr. Elmer is recognized as being “first rate at coordinating global patent litigation, in particular implementing global offensive and defensive strategic plans.”

Prior to joining Finnegan in 1973 Mr. Elmer served in the U.S. Army JAG Corps where he spent two years as Secretary of the Armed Services Patent Advisory Board and assisted the Department of Justice defend patent infringement claims against the U.S. Government. In his last two years he served as Chief Trial Counsel at Ft. Ord, California, where he prosecuted criminal cases under the Uniform Code of Military Justice.

TOPIC: Panel: The Global Landscape for IP – Things are changing fast!

Wild Dunes

This year’s Innovation & IP Business Summit will be held at the award-winning Wild Dunes Resort on the beautiful Isle of Palms, South Carolina. For reservations, call (888) 778-1876, give the group name Innovation & IP Business Summit, or the group code, 3HB832. You may also use the group code online at the Wild Dunes web site.

Agenda

We will spend two days hearing from leading authorities on making innovation and intellectual property work for you.

Ready to sign up for two days of innovation and IP content at an exclusive resort? Register below.

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