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Registration and Continental breakfast 8:15 to 8:30.

First Morning Session Presented by Greg Chin, Partner, CohnReznick LLP
8:30 to 9:15, Q&A: 9:15 to 9:30

  • Importance of “good books” and records and competent internal and external accounting support. When is an audit is needed?
  • Preparing your company for sale
  • Overview of a sale process
  • Sell side and buyside due diligence
  • Overview of how companies are valued

Second Morning Session Presented by Sapna Palla, Partner, Wiggin and Dana LLP
9:30 to 10:15, Q&A: 10:15 to 10:30

  • Ensuring and determining ownership of patents, trademarks and copyrights, including licensing opportunities,
  • Building patent portfolios
  • Avoiding risks of third party suits and navigating blocking IP
  • Ensuring trade secret protection
  • Product development roadmaps
  • Maintaining detailed product information
  • Evaluating regulatory considerations

Presenters:


Greg Chin is a Partner with CohnReznick Advisory’s Transactional Advisory Services Practice.  Greg brings to this role more than 27 years of experience in finance, auditing, and managing the transactional advisory services practices of national and global professional services firms.

Prior to joining CohnReznick, Greg served as the New England regional leader of a large, national firm’s transactional advisory practice, where he led buy and sell-side due diligence engagements on behalf of financial and strategic buyers and sellers and was responsible for client and engagement management and business development.

Over the past 10 years, Greg has served as a director and managing director for the transactional advisory practices of a Big Four firm, a global consulting firm, and a global business advisory firm. During this time, Greg built on his extensive experience in conducting financial due diligence engagements, including buy-side and sell-side transactions in the technology, software, pharmaceutical, consumer product, chemical, manufacturing, and retail industries.  Greg is also a member of CohnReznick’s national cannabis industry practice.

 


Sapna Palla is a Partner in Wiggin and Dana’s Litigation Department and Intellectual Property Practice Group. Sapna has spent nearly two decades representing clients in patent, trademark, copyright, and complex commercial matters, including successfully litigating disputes in a range of jurisdictions. She also has extensive experience with alternative dispute resolution, including arbitration and mediation. Sapna’s patent experience covers a broad array of technologies, including pharmaceuticals, biotechnology, drug delivery systems and medical devices, mechanical devices, batteries, software, and agrochemicals. Outside the patent area, Sapna has represented clients in trademark, trade dress, and copyright litigation as well as in counseling clients on trademark and copyright registration, strategy, and licensing.

Sapna also counsels and represents a variety of U.S. and international clients regarding U.S. intellectual property by providing them with infringement, validity, enforceability, and clearance opinions and by advising them in licensing and antitrust matters. She also has conducted intellectual property due diligence investigations in connection with acquisitions and licensing deals, and she has represented clients in proceedings before the U.S. Patent Office. Sapna also counsels clients about patent law in Asia, including China and India.
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This content is presented by the law firm of Wiggin and Dana LLP and the accounting firm CohnReznick LLC.