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

or call 1-800-926-7926
Program Materials

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


Laurence, Kevin
Kevin B. Laurence

Laurence & Phillips

Mr. Laurence has 25 years of experience in patent law. He has represented patent owners and petitioners in 45...  |  Read More

Scott A. McKeown
Scott A. McKeown

Oblon McClelland Maier & Neustadt

Mr. McKeown chairs the PTAB practice group at Oblon and has served as lead counsel in hundreds of AIA trial...  |  Read More

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