1. 2016 AIPLA Mid-Winter Institute La Quinta, CA
Global Trip Planning
Iris Mok, Laura Brutman
2016 AIPLA Mid-Winter Institute La Quinta, CA
January 27, 2016
Credit to MFA. Give credit where credit is due. Mike took the laboring oar in preparing the slides; over the years we’ve worked on some prelitigation valuation matters, including valuation projects involving aggregators.

2. Agenda
Trip Planning
Trip Book
Trip Etiquette
Trip Report

3. Trip Planning Dates and Location
Check logistics on travel means and time of locations
Propose AIPLA HQ of tentative dates and locations as soon as possible
Reach out to organizations
Send invitation letter once dates are confirmed

4. Trip Planning Organizations Foreign governmental agencies –
check with AIPLA HQ to see if they prefer to make initial contact
Local bar organizations
Local courts
Local AIPPI chapters
Local women IP law chapters

5. Trip Planning Delegates Selection based on: Seniority in AIPLA
Seniority in Committee
Members of AIPPI
Presenters
Diversity
Subject matter (trademark/Patents/Design)
In house/Private Practice
Gender/Age/Race
Location (US/local)

6. Trip Planning Programming
Propose topics of interest to foreign organizations
Prosecution/litigation/trademark
Case law updates
Local development
Each meeting limited to 25 delegates
Plan networking breakfast/dinner/reception
Determine in advance who pays (delegates, foreign organization, etc.)
Allow leadership meeting time formally/informally
Speaker selection
Group call before trip to discuss logistics & update AIPLA leadership on issues

7. Trip Planning Presentations Use AIPLA Template with disclaimer
Do not include positions not consistent with AIPLA positions
Avoid stating personal opinions and should only state AIPLA positions
Do not include content offensive to local culture(s)
Send final presentations AIPLA for approval
Send approved presentations and bios to organizations
Keep on thumb drive during trip

8. Trip Book Preparation Agenda Bios
Assign committee member to prepare Trip Notebook as trip is being planned
Trip book size & sharing
Allow enough travel time between locations
Hotel selection must accommodate large groups
Luggage drop off prior to meetings
Agenda
Send outlook invites for individual meetings
Bios
limited in length

9. Trip Etiquette
US-based delegates must attend all meetings/events
Foreign-based delegates may attend select meetings/events
Arrive on time at lobby for group transportation
Arrive early to exchange business card before meeting
Be seated at start of meeting
Maintain professionalism during all meetings
Take turns paying for taxis
Inform chair of any deviation from trip agenda

10. Trip Report
Send AIPLA HQ final report within one month of trip
Assign delegates to take notes during specific meetings
Final report will be a public document, so ensure no sensitive content

11. THANK YOU! ANY QUESTIONS?
Iris Mok
Intel Corporation
Laura Brutman
Schiff Harding