upcoming

Office Hours: Annette Parent, JD. Patents & IP Strategy

Annette Parent, Ph.D., J.D. is a registered and licensed patent attorney. For over twenty-two years, she has counseled startups, multi-national companies and universities in all aspects of intellectual property law and strategy.

Based in San Francisco, Dr. Parent specializes in helping life science and cleantech companies optimize their IP to increase their company’s valuation.

Our office hours are hosted by leading experts who have generously offered their services pro bono to our entrepreneurs.

If your application is approved, we will invite you to choose a timeslot and require a $100 credit card deposit. The deposit will be refunded the day after you attend. No-shows will not receive a refund. Please be punctual; arrivals late by more than 15 minutes will be considered no-shows.

If you find that you are unable to attend, you may request a refund up to 5 days in advance. (This will give us time to offer the slot to the first person on the waitlist.) We regret that we cannot honor requests made at a later time.

Where and When

Suite 214, Byers Hall, UCSF Mission Bay (1700 4th Street, San Francisco)
Wednesday, March 6, 2019

Applications now closed for this session.

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Legal Background

As a partner at both Kilpatrick Townsend and Morgan Lewis, Dr. Parent’s practice focused on domestic and international patent prosecution and strategy. In addition, she prepared opinions (patentability, non-infringement and invalidity), landscape and freedom to operate analyses, as well as IP due diligence for acquisitions, mergers, financing, collaborations, partnerships, and licensing. Dr. Parent also developed a thriving practice assisting European patent counsel in opposition proceedings, representing both patentees and opponents.

Scientific Background

Her life sciences expertise includes nucleic acid technologies, such as molecular diagnostics and therapeutics; protein technologies, such as first and second-generation therapeutic biologics, diagnostics, and vaccines; drug discovery platforms; recombinant protein manufacture and purification systems; cellular technologies; targeted drug delivery systems, microbial growth and production systems, polymers, and small chemical molecules.

Dr. Parent conducted extensive research on RNA splicing and processing while earning her Ph.D. She worked as a postdoctoral research fellow at the Oregon Health Sciences University, where she was awarded an NIH grant to study the molecular mechanisms of neurotrophic growth factors. Prior to entering law school, she also performed postdoctoral research at the University of North Carolina, investigating MHC class I molecules. Dr. Parent is a co-author on a number of scientific articles published in peer-reviewed journals.

Educational Background

Dr. Parent received her Juris Doctorate degree magna cum laude from Duke University, where she was the Editor-in-Chief of the Duke Law Journal. Prior to entering law school, Dr. Parent received her Ph.D. in molecular biology from Columbia University. She is a registered U.S. patent attorney, is licensed to practice law in California, and is admitted to the U.S. District Court for the Northern District of California and the U.S. Court of Appeals for the Ninth Circuit Court.

Rosenman D-Series: Caroline Corner, Westwicke Partners. "How to Position Your Story to Connect with the Right Investors"

It's important not just to get funding for your venture but also to ensure that you engage the right investors--people who genuinely want to help you grow and succeed. An expert in investor relations, Caroline Corner is Managing Director at the SF office of Westwicke Partners, a strategic capital markets advisory firm. Join us January 17 to learn what to include in your pitch deck, how to build credibility, and how to connect with quality investors.

Where & When

Room 212, Byers Hall, UCSF Mission Bay
5:30 to 6:30 PM, Thursday, January 17

About the Speaker

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Caroline Corner, Ph.D., joined Westwicke Partners in 2016 as a Managing Director leading our San Francisco effort in Medical Technology. Caroline’s focus is working with both public and private companies in the medical device and diagnostics areas. Her expertise and extensive C-level industry relationships stem from more than 12 years working in sell-side equity research, various roles within device and healthcare companies, as well as her academic training in biochemistry, engineering and nanobiotechnology.

Rosenman D-Series: Terrie Firestone, BNY Mellon. “How to Maximize the Value of Your Business, Whether You are Building to Scale, Sell, or Merge”

To maximize value for stakeholders--and themselves--founders need to make the right decisions concerning financial and legal issues such as capital structure, transactions, scaling, possible exits and personal financial planning. The choices they make today, for example, may have unanticipated consequences with respect to capital raises, taxable income, and income taxes. Join us to hear from this panel of financial and legal experts as they discuss what founders should do to achieve the best possible outcome.

Where & When

Room 212, Byers Hall, UCSF Mission Bay (1700 4th St., San Francisco)
5:30 to 6:30 PM, Tuesday, February 12, 2019

About the Speakers

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Terrie Firestone (moderator) is a senior wealth director for BNY Mellon Wealth Management. In this role, she is responsible for new business development in the Northern California region, and works with individuals and families to identify how BNY Mellon’s investment and wealth management capabilities can help them reach their overall financial goals and life goals.

Terrie Firestone has more than 20 years of experience in the investment and financial services industry. Previously, she was a Senior Vice President at US Trust in Private Wealth Management. Prior to that, Terrie was a Managing Director with Smith Barney, where she led the Software and Networking Investment Research Teams. She was a nationally ranked Technology Analyst on the Wall Street Journal All Star Team and the Institutional Investor Magazine All American Team for many years. Terrie brought over 25 companies public, including Cisco Systems.

Terrie received a Bachelor of Science degree from Brown University in Applied Math and Economics and a Masters in Business Administration from the Stanford University Graduate School of Business. She is a board member of the Palo Alto Financial Planning Forum, a member of the Santa Clara Estate Planning Council, a member of the UCSF Foundation Wellness Committee and the San Francisco City College auxiliary. In the past she has served on the UCSF Cancer Council, the Teach for America Gala Committee, and the Hillsborough Foundation Parent Giving Campaign.

 
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Carolyn Amster is a Partner of Tax at BPM. She has over thirty years of experience in tax planning, research and tax compliance. She focuses her practice on minimizing federal and state tax liabilities, stock option planning, estate planning, preparation of tax projections, analyzing alternatives, identifying and researching complex tax issues, and representing clients before the IRS and Franchise Tax Board. She represents individual, trust, estate, nonprofit, corporate and pass-through entities in industries ranging from public charities and private foundations to software, professional services, high-tech, biotech, venture capital and real estate management.

 
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James Huie is a corporate and securities partner in Wilson Sonsini Goodrich & Rosati's San Francisco office. James advises life sciences and technology companies on general corporate matters, mergers and acquisitions, initial public offerings, strategic partnerships, and private equity and debt financings. He also has extensive experience in representing venture capital firms and other investors in private equity and debt financings.

 

As a national wealth strategist at BNY Mellon Wealth Management, Justin Miller works collaboratively with other advisors to provide comprehensive wealth planning advice to clients and their families. He also is an adjunct professor at Golden Gate University School of Law, a Fellow of The American College of Trust and Estate Counsel (ACTEC), and a sought-after speaker on tax, estate planning and family governance topics for leading conferences throughout the country, including events hosted by the AAML, the ABA, ACTEC, CalCPA, Santa Clara University, Stanford University, the State Bar of California, the State Bar of Georgia, the State Bar of Texas, STEP, UCLA, the University of Notre Dame, Vistage International, the Washington State Bar Association, and YPO. In addition, he has published numerous articles in publications such as the California Tax Lawyer, the California Trusts and Estates Quarterly, State Tax Notes, Tax Notes, and Trusts & Estates, and he is frequently quoted as an industry expert in the media.

Justin has served as an executive committee member of the State Bar of California Taxation Section, an executive committee member of the Los Angeles County Bar Association Taxation Section, the chair of the Century City Bar Association Taxation Section, and the editor-in-chief of the California Tax Lawyer. Prior to joining BNY Mellon, he was an attorney at a major law firm, where he advised wealthy families, senior corporate executives and closely-held business owners regarding tax-efficient estate and business succession planning, trust law and management, and asset preservation.

 
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Scott Taylor is a Partner in Assurance at BPM. He has over twenty-seven years of public accounting and private industry experience, including 10 years with a Big Four accounting firm. He provides both public and private technology, biotechnology, and healthcare, and nonprofit a variety of accounting and tax services, including financial statements, audit reviews, compilations, agreed-upon procedures and internal control evaluations. Scott also consults with management on complex accounting, tax, and SEC reporting matters.

 
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Julie West chairs BPM's Corporate Tax Practice and the Firm's Life Science Industry Group. She was named one of San Francisco Business Times' 150 Most Influential Women professionals in 2012.

Julie works closely with biotech, pharmaceutical, medical device, software, social media, communications, and manufacturing companies. She began her career at Deloitte and understands the complex business needs of pre-revenue startups to consolidated publicly-traded companies.

She has over 14 years of experience in public accounting and deals extensively with tax provisions (FAS 109/ ASC 740), FIN 48 analysis for uncertain tax positions, Section 382 studies to determine limitations on tax attributes, and sales tax exposure. She has advised companies involved in a wide arena of transactions, including mergers, asset and stock acquisitions, tax-free reorganizations and foreign expansion. She consults and reviews a variety of tax returns with multi-state and international filings, and helps guide her clients through financings and IPOs. Julie is passionate about building and mentoring her team of outstanding professionals.