Evolving PTAB Trial Practice: Navigating Complex Procedural Rules

Strategically Using Routine and Additional Discovery, Requests for Joinder, and Motions to Amend

Recording of a 90-minute CLE webinar with Q&A

Conducted on Thursday, May 25, 2017
Recorded event now available

This CLE webinar will provide guidance to counsel on trends in Patent Trial and Appeal Board (PTAB) trial practice, focusing on motion opportunities, amendment, concurrent reissue/reexamination, evidentiary opportunities, petition missteps and much more.


The PTAB has become the forum of choice for disputing U.S. patent validity. Since its inception, parties have turned to the PTAB for its unprecedented speed, predictability and expert insight. A thorough understanding of this evolving landscape includes not only mastering the unique rules of this forum (including proposed changes), but also an ever changing body of Board informative decisions, and growing CAFC precedent.

Counsel must understand strategic leverage points presented by these proceedings to maximize both patent monetization potential and settlement opportunity.

Listen as our authoritative panel of patent attorneys examines the evolving PTAB trial practice, focusing on discovery, joinder and motions to amend. The panel will discuss guidance issued by the PTAB as well as what can be learned from PTAB decisions over the past year. The panel will offer best practices for strategic trial practice before the PTAB.


  1. Discovery
    1. Mandatory
    2. Routine
    3. Additional
  2. Joinder
  3. Motions to amend


The panel will review these and other key issues:

  • Estoppel
  • Redundancy
  • Joinder
  • Motions to exclude
  • Supplemental evidence vs. supplemental information
  • Rehearing/appeal


Kevin B. Laurence, Partner
Laurence & Phillips, Alexandria, Va.

Mr. Laurence has 25 years of experience in patent law. He has represented patent owners and petitioners in 45 inter partes review proceedings at the PTAB. He teaches a course as an adjunct professor at the George Washington University Law School on post-grant patent practice. He has also served as an instructor for Patent Resources Group since 2009 in courses on post-grant proceedings and co-authors a two-volume treatise titled Post-Grant Patent Practice provided in conjunction with the courses. Best Lawyers in America named Mr. Laurence their 2016 “Lawyer of the Year” in Patent Law for Washington, D.C. 

Scott A. McKeown, Partner
Oblon McClelland Maier & Neustadt, Alexandria, Va.

Mr. McKeown chairs the PTAB practice group at Oblon and has served as lead counsel in hundreds of AIA trial proceedings. He leads trial teams responsible for electronics, wireless communications, software and computer-related inventions and business methods through appeals to the Court Of Appeals for the Federal Circuit (CAFC). Scott is also a member of his firm’s Management Committee. Scott is also a Professorial Lecturer in Law at the George Washington University Law School where he teaches post-grant patent practice. He is also the editor of the legal treatise Post-Grant Patent Proceedings Before the Patent Trial & Appeal Board and is the editor of the widely read legal blog PatentsPostGrant.com.


CLE On-Demand - Streaming Video

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On-demand is the only recorded format recognized for CLE credits in DE, IN, KS, LA, MS, NC, OH, OK, SC, TN, VA, WI.

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*Only available for attorneys admitted for more than two years. For OH CLE credits, only programs recorded within the current calendar year are eligible - contact the CLE department for verification.

**NH attendees must self-determine if a program is eligible for credit and self-report their attendance.

CLE On-Demand Video $297.00

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AK, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KY, ME, MN, MO, MT, ND, NJ, NM, NY, OR, PA, TN, TX, UT, VT, WA, WV, WY (Note: Some states restrict CLE eligibility based on the age of a program. Refer to our state CLE Map for additional information.)

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Customer Reviews

The speakers stayed on point and covered the topic thoroughly.

Daiva Tautvydas

I thought Strafford's program provided good information without being too lengthy.

Erin Aures

McCarter & English

I liked that Strafford's webinar was not too long - 1 1/2 hours is a good compromise.

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Koppel, Patrick, Heybl & Dawson

I really enjoyed Strafford's program on this challenging and complex topic.

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Pedersen & Company

Great information regarding recent case law.

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Santangelo Law Offices

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Patent Law Advisory Board

Charles S. Baker


Locke Lord

David S. Bloch


Winston & Strawn

Irah H. Donner



Ian N. Feinberg


Feinberg Day Alberti & Thompson

Anthony J. Fitzpatrick


Duane Morris

David Segal

Senior IP Counsel


Astrid R. Spain


Jones Day

Mark P. Wine



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