2025-10-09 2025-10-09 , online online, 1,280 € zzgl. MwSt. Simone Frattasi https://www.forum-institut.de/seminar/26051132-mastering-patent-portfolio-management-in-the-age-of-ai/referenten/26/26_05/26051132-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 (separate booking)


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 in a separately bookable workshop.


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 26051132

Jetzt buchen

JETZT Buchen

Referent


Alles auf einen Blick

Termin

19/05/2026

19/05/2026

Zeitraum

Tuesday, 19 May 2026: Online Course: The Management of Patent Portfolios - 09:00 to 17:00 CET

Wednesday, 20 May 2026: Online Workshop: Use of GenAI for Patent Portfolio Management - 09:00 to 17:00 CET (separate booking)

Tuesday, 19 May 2026: Online Course: The Management of Patent Portfolios - 09:00 to 17:00 CET

Wednesday, 20 May 2026: Online Workshop: Use of GenAI for Patent Portfolio Management - 09:00 to 17:00 CET (separate booking)
Veranstaltungsort

online

online

Gebühr
Your contact

Jean-Claude Alexandre Ho, LL.M.
Lawyer, Conference Manager

+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 (separate booking)


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 in a separately bookable workshop.


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

Tuesday, 19 May 2026: Online Course: The Management of Patent Portfolios - 09:00 to 17:00 CET

Wednesday, 20 May 2026: Online Workshop: Use of GenAI for Patent Portfolio Management - 09:00 to 17:00 CET (separate booking)

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, ranking-based tiers, assignment
  • 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

WORKSHOP: Use of GenAI for Patent Portfolio Management (separate booking)
  • Using GenAI for classification tasks
  • When to use GenAI for in-/outsourcing

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.

Access to and procedure for online events

Once you have registered for an event, we will send you the access information for your customer portal. Click here to log in to the customer portal using your email address and password. Please ensure you can access the customer portal before the day of the event.

All important or additional information and personal documents are available in your personalised customer portal. This is also where you start your online courses. If you do not have access to the customer portal yet, you can easily register here.

On the day of the event, you kick off your online training in the customer portal by clicking ‘Participate’ directly in the respective event. You will then be redirected to the Learning Space.

Learn more about our online events here.

Benefits of a FORUM Institut training course

FORUM Institut’s all-in-one training platform uses the latest teaching methods.
All our online training courses take place in the Learning Space, our holistic learning environment with many features that promote effective and sustainable learning.

  • Live and interactive learning on our Learning Space training platform
  • A platform with many features: events rooms, chat, course agendas and documents, surveys, workshop rooms and much more
  • Easy surveys with Slido
  • ‘Deluxe’ chat: group chats, one-to-one chats, one-to-one video chats
  • A central repository for documents and media
  • Other services and apps such as Padlet and Mentimeter available directly on the platform
  • The perfect marriage of teaching methods and technology
  • High level of interactivity with plenty of opportunity for questions
  • Continuous support throughout the event to ensure the most effective learning
  • Free technical pre-meeting to start off your training on the right foot

Technical requirements

You need a reliable Internet connection to take part in our online events. To have the best possible learning experience, we recommend that you use the latest version of the Microsoft Edge or Google Chrome browsers. You will need a headset, loudspeaker or telephone to play the audio. Further information is available here. Please check beforehand that your microphone or headset and camera are working properly. Do not access our services from a VPN since there are issues with the audio over such connections.

We have integrated Zoom video conferencing software into our Learning Space for our online training courses. If you are not authorised to use Zoom, please get in touch with us so we can make alternative arrangements for you to take part in our online training.

Free pre-meeting and technology check

You can attend one of our pre-meetings and explore our Learning Space free of charge. Registration is not required. You can find available dates for a pre-meeting in your customer portal. Click the green ‘Participate’ button in the pre-meeting in the customer portal and you will be redirected to the Learning Space.

The pre-meeting gives you the opportunity to explore our Learning Space and to familiarise yourself with the technology to start off your online training on the right foot. This is a non-binding offer for all our customers and not a prerequisite for participation. If a pre-meeting date does not suit you but you would still like a technology check, please contact us.

This distinguishes our events

of 5 stars of all ratings from 2024

of 5 stars on Trustpilot = good

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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