4.22 – Certified Patent Valuation Analyst In English

The Certified Patent Valuation Analyst (CPVA) is a unique designation which indicates that you are one of those rare individuals that has attained a high degree of proficiency in the methodology of valuing patents and emerging technologies.

This designation may help you advance in your career as an intellectual property manager, licensing executive, technology transfer professional, business development executive, patent agent, or patent attorney. If you are an accountant or valuation professional, the CPVA designation may help you win more clients and grow your business.

The course will be given by David Wanetick who is an internationally recognized valuation expert with an expertise in valuing patents, intangible assets, and emerging technologies.

1. Valuation of Emerging Technologies

• In depth review of valuation methodologies : Cost, Income, Market, Monte Carlo, Real Options, Reasonable Royalty, Probability Weighted Expected Return Methods, Bayesian Analysis, Binomial Lattices, Markov Chains.
• Introduction to the Patent Valuation Gauntlet (PVG) which takes into account commercial value, assertion value, blocking value, cross-licensing value, reputational value as well as patent invalidity risks and design around risks.
• Excel sheets with 40 valuation methodologies are included with the registration.

2. Negotiating Licensing Agreements for Maximum Returns

• How to maximize the value from your licensing agreements.
• When to use and how to negotiate the following licensing terms: Royalty rates, Upfront payments and milestones, Granting options to take a license, Royalty stacking, Sublicensing issues, Fields of use, Most favored nation licensing, Managing litigation, Royalty audits.
• Live sessions feature a Negotiating Battle™, with an interactive simulated licensing negotiation.

3. Advanced Patent Valuation

• Tremendous value can be gained (or squandered) through the drafting of patents. The value of a promising technology can be nullified through sloppy claims construction.
• Review best practices for: Balancing broad versus narrow claims/Getting the mix of independent and dependent claims right/Managing interactions with patent examiners/Selecting and defining the most appropriate terms/Managing the pace of patent review

4. Calculating Damages Resulting from Patent Infringement

• Numerous judicial rulings and the proliferation of non-practicing entities threatens patent value. On the other hand, the value of patents can surge when sustaining invalidity challenges.
• Review basic tenets of patent infringement such as: Reasonable royalties/Lost profits/Price erosion/Market size/Reputational damage/Market spoilage/The Georgia-Pacific factors/The 25% rule/Cost of next best alternatives/Running royalties vs. lump-sum payments

5. Best Practices for Monetizing Patents – Virtual Summit

This virtual summit event will take you through the gamut of options for optimizing the sale or licensing of your patents. Our expert panelists will:

• Guide you in preparing your patents for monetization
• Prepare you for negotiations
• Provide detailed advice on working with patent brokers
• Discuss what documents need to be prepared for each type of deal
• Reveal the motivations of buyers and licensees
• Assess patent value in exit strategies
• Explore monetization via litigation finance and sale of royalty streams
• Help you understand your post-sale obligations
• Assess the merits of selling versus licensing
• Explore patent pools and monetizing standard essential patents
• Assess the critical issues in spinning out start-ups
• Guide your deal term considerations

EXAM

Once you have completed the required course credits and passed the online exam, you may use the CPVA designation after your name.

Holders of the CPVA designation will have access to the Patent Valuation Gauntlet worksheets. CPVA designees will be eligible to stamp their valuations as having been run through the Patent Valuation Gauntlet.

Certified Patent Valuation Analyst candidates undergo thorough training in patent valuation and patent monetization. CPVA candidates learn dozens of advanced patent valuation methodologies and scores of patent valuation metrics. They are furnished with peer-reviewed Excel templates that enable them to perform patent valuation assignments.

During the virtual course 5. Best Practices for Monetizing Patents, candidates learn the intricacies and best practices for monetizing patents by listening to 15 patent monetization experts for more than seven hours. They learn the latest in patent damages calculations, participate in a mock licensing negotiation and receive insights into the nuances of drafting and prosecuting patents.

There is a continuing educational requirement of three hours’ worth of courses per year. You may select any three hours of courses offered on our course electives page to meet this requirement. The annual CPVA maintenance fee will be $295 for 2024.