2026-05-28 2026-05-28 , online online, 1,280 € zzgl. MwSt. Simone Frattasi https://forum-institut.de/seminar/26111131-mastering-patent-portfolio-management-in-the-age-of-ai/referenten/26/26_11/26111131-online-course-the-management-of-patent-portfolios_frattasi-simone.jpg Mastering Patent Portfolio Management in The Age of AI

Learn how to manage a patent portfolio with insights from a seasoned patent portfolio manager, with AI insights from AI and patent expert Sebastian Goebel. Get more information and register here!

The contents of your online course
  • Strategising and budgeting for patent portfolio management
  • Structuring and coordinating patent portfolios for optimal management
  • Maintaining high standards in patent portfolio excellence
  • Optimising and leveraging patent portfolio assets; Pruning the patent portfolio
  • Decision-making flowchart for opting-in/ out of the UP/UPC
  • WORKSHOP: Leveraging generative AI for automation and decision support in portfolio management


Who should attend
You are tasked with managing patent portfolios and would like to know practical tools and best practices? Then this online course is intended for you. Knowledge of patents is required.
The objectives of your online course
Efficiently managed patent portfolios are key to enhancing a company's revenue without straining its budget. Our hands-on course in Patent Portfolio Management (PPM) offers you the opportunity to gain insights from a seasoned patent portfolio manager. Furthermore, you will learn how to leverage generative AI (GenAI) for automation and decision support in patent portfolio management.

The course includes practical tools and templates adaptable across various industries, ensuring you can apply these strategies effectively in your specific field.
Your benefit

  • You learn how to budget and to organize PPM
  • You learn how to identify diamond and lesser patents and their impact on PPM
  • You will be familiarised with tools and templates for your daily work
  • You will be introduced to the use of generative AI, including easy-toimplement examples, in a workshop

Online course - patent portfolio management

Mastering Patent Portfolio Management in The Age of AI

Benefits
  • The essentials in one day
  • Practical, first-hand expertise
  • Effective knowledge transfer
  • With AI insights

Webcode 26111131

Jetzt buchen

JETZT Buchen

Referent


Alles auf einen Blick

Termin

17/11/2026

17/11/2026

Zeitraum

09:00 - 17:00 CET

09:00 - 17:00 CET
Veranstaltungsort

online

online

Gebühr
Your contact

Jean-Claude Alexandre Ho, LL.M.
Deputy Head of IP Conferences and Training

+49 6221 500-675
jc.alexandreho@forum-institut.de

Details

Learn how to manage a patent portfolio with insights from a seasoned patent portfolio manager, with AI insights from AI and patent expert Sebastian Goebel. Get more information and register here!

The contents of your online course

  • Strategising and budgeting for patent portfolio management
  • Structuring and coordinating patent portfolios for optimal management
  • Maintaining high standards in patent portfolio excellence
  • Optimising and leveraging patent portfolio assets; Pruning the patent portfolio
  • Decision-making flowchart for opting-in/ out of the UP/UPC
  • WORKSHOP: Leveraging generative AI for automation and decision support in portfolio management


Who should attend
You are tasked with managing patent portfolios and would like to know practical tools and best practices? Then this online course is intended for you. Knowledge of patents is required.

The objectives of your online course

Efficiently managed patent portfolios are key to enhancing a company's revenue without straining its budget. Our hands-on course in Patent Portfolio Management (PPM) offers you the opportunity to gain insights from a seasoned patent portfolio manager. Furthermore, you will learn how to leverage generative AI (GenAI) for automation and decision support in patent portfolio management.

The course includes practical tools and templates adaptable across various industries, ensuring you can apply these strategies effectively in your specific field.

Your benefit

  • You learn how to budget and to organize PPM
  • You learn how to identify diamond and lesser patents and their impact on PPM
  • You will be familiarised with tools and templates for your daily work
  • You will be introduced to the use of generative AI, including easy-toimplement examples, in a workshop

Detailed programme

09:00 - 17:00 CET

Strategising PPM: portfolio strategy


Budgeting PPM
  • General cost-saving measures: centralisation, renegotiation, insourcing
  • Monitoring-based countermeasures

Organising PPM
  • Tech taxonomy, tech-based portfolio mapping; assignment to engineers/agents
  • Portfolio visualisation

Working with patent agents
  • In-/outsourcing (architectures)
  • Agents: selection, agreements, schedule of fees, collaboration

Patent filing strategies
  • Priority filings: strategies, assignment
  • Subsequent filings and country selection for grant: strategies etc.
  • Decision-making flowchart for opting in/out of the UP/UPC

Ensuring quality of patent portfolio
  • SOPs; Quality Guidelines; Internal instructions
  • Monitoring agents: Agents' Perfor-mance Tracking Tool; feedback; removal

Extracting value from the patent portfolio
  • Workflows for small and large patent portfolios
  • Patent types in a large patent portfolio
  • Criteria for a valuable patent portfolio
  • Identifying valuable patents:
    • Patent portfolio review: strategies
    • Inventor review questionnaires
  • Infringement hunting
  • Analysing and confirming value of identified patents: rating, ranking, and claim charting
  • Adapting prosecution to value
  • Ranking and target-based prosecution/cluster-based prosecution
  • Filing strategies for divisional/continuation applications
  • Accelerated prosecution

Pruning the patent portfolio
  • Monthly vs. yearly pruning
  • Pruning Recommendation Tool: criteria, scores and recommendations

Tips & Hints

Your agenda

The agenda has been adapted specifically to the medium and the respective seminar.

It is as follows:

09:00 CET- Start of the course

10:15 CET - Break

12:30 CET - Lunch break

15:30 CET - Break

17:00 CET - End of the course

e-Learning

We do also offer a condensed version of this course as an e-learning. It comprises eight video modules with the related presentation slides. This allows you to learn at a flexible time and place, without travel costs. For further information please send an email to jc.alexandreho@forum-institut.com.

In-house training

This course is also available as an in-house course at your premises. Please send an email to jc.alexandreho@forum-institut.com for further details.

CPD: 6.5 hours

Attendees of this event will get 6.5 CPD hours certified.

This distinguishes our events

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Testimonials

Testimonial
'This is really helpful for building our IP department. What I liked most: the practical applicability of the course content. Excellent course for portfolio managers.'

Jan-Willem Louwaard, IP Senior Manager

Tenaris Connections


'The course has met my expectations. I liked that the course was practical.'

Jean-Christophe Raboin, European Patent Attorney

Total


'Good insight in portfolio management, practical tools, templates.'

European Patent Attorney