Session 1: Trade Marks, Patents and Ethics

Session ID: 183NZA01A
Date: Tuesday, 13 March 2018
Time: 09:00am - 01:15pm
Venue: Stamford Plaza Auckland, Ground Floor, 22 - 26 Albert St, Auckland

Face to face


Standard $405.00

Also available as

WEB183NZA01A Live Web Seminar


Session Content

Date: Tuesday 13 March 2018
Time: 9.00am to 1.15pm
Venue: Stamford Auckland, 22 - 26 Albert St Auckland

Attend and earn 4 CPD hours

Some of the pre-eminent practitioners in New Zealand will cover the gamut in IP law. Commercial lawyers, in-house counsel, IP specialists, and patent and trade mark attorneys alike will gain practical insights and the latest updates in patents, trademarks and the commercialisation of IP.

A practitioner registered as a patent or a trade mark attorney must complete at least 10 hours of CPE annually, and those registered as both must complete 15 hours per year. One of those hours must cover ethics or professional responsibility. It is all here for you.

Chair: John Glengarry, Partner, Buddle Findlay; Leading Intellectual Property Lawyer, Doyle's Guide 2016

Examining Cases and Developments in New Zealand Trade Mark Law
Update and analysis of recent developments in trade mark law and key cases in New Zealand that your clients will expect you to know.

  • New Zealand High Court and Court of Appeal decisions
  • Key IPONZ decisions
  • Recent developments in IPONZ Hearings Office case management

Presented by Sheana Wheeldon, Barrister, Quay Chambers; Recommended IP & TMT Barrister, Doyle's Guide 2016

Trade Mark and Technology Update

  • Accessibility of international databases
  • Image searching
  • Different international IP offices and their current approaches
  • Online filing systems
  • Pre-approved goods and related software

Prepared by Alan Potter, Owner / Principal, Potter IP; Leading Intellectual Property Lawyer, Doyle's Guide 2016

Patent Law Case Update and Other Recent Developments
Get caught up on recent and significant patent law cases that will have an impact on your clients and your practice.

Presented by Jason Wach, Senior Associate, James & Wells

Ethics or Professional Conduct CPE
Ethics for Patent and Trade Mark Attorneys

  • The new Code of Conduct regime in practice
  • Unsatisfactory professional conduct
  • Understanding your duty to your client
  • Recognising a conflict of interest and knowing how to deal with it
  • What are your rights, privileges and responsibilities when dealing with clients?
  • What can happen if a complaint is made?
  • Practical examples, takeaways and guidance

Presented by Kate McHaffie, Partner, AJ Park; Leading Intellectual Property Lawyer, Doyle's Guide 2016

Learning Objectives:

  • Analyse the latest trade mark cases and technology trends
  • Examine key patent law cases and developments in the past year
  • Consider critical ethical issues for patent and trade mark attorneys

Chair: John Glengarry

John Glengarry specialises in intellectual property law and has extensive experience in New Zealand and overseas. John's practice covers the development, clearance, establishment, management, exploitation and enforcement of intellectual property rights. He is experienced in patent, registered trade mark, fair trading, passing off and copyright advisory and dispute work, including litigation. John looks after the worldwide trade mark portfolios of a range of New Zealand businesses and the New Zealand trade mark portfolios of a number of overseas based businesses. John's clients come from the public sector, food and other FMCG, building, banking, finance, education, tourism, pharmacy, pharmaceuticals, medical devices, information and communications technology, entertainment, the wine industry and other business areas. John is registered as a Patent Attorney in New Zealand and Australia. In addition to his leadership roles with NZLS, INTA and APAA, John is a Fellow of the New Zealand Institute of Patent Attorneys (FNZIPA) and a member of Intellectual Property Society of Australia and New Zealand (IPSANZ). John leads our national trade marks group and is a co-leader of our intellectual property team.

Sheana Wheeldon

Sheana Wheeldon is a dual qualified lawyer and patent attorney, and one of New Zealand's leading Intellectual Property practitioners. She has over 25 years' experience covering all areas of IP law, and has practised as a barrister since 2015, after ten years as a partner and head of the IP practice at national firm Kensington Swan. Her special interest is resolution of contentious IP matters, particularly trade mark proceedings at IPONZ and other disputes in the trade mark, patent and copyright fields. With a focus on commerciality, Sheana is often successful in resolving disputes cost-effectively and without the need for drawn out litigation. Sheana has a strong interest in Alternative Dispute Resolution. She is a Resolution Institute accredited mediator and a member of the Domain Name Commission's Panel of Experts who decide disputes concerning .nz domain names. She is a member of the New Zealand Law Society IP Committee, Vice-President of IPSANZ and a member of the New Zealand IPSANZ Committee. Sheana is named as a leading New Zealand IP lawyer in numerous publications including Who's Who Legal: Patents 2017, Expert Guides - Women in Business Law 2017, Asia IP Experts (Trade Marks, Patents, Enforcement, Litigation, Pharma and biotech) 2016, World Trademark Review 2016, Euromoney Trade Mark Expert Guide 2016, Asialaw Leading Lawyers 2016.

Alan Potter

Alan Potter is a founding principal at Potter IP. Alan has practiced in intellectual property for over 20 years. He was initially a partner in a top tier commercial law firm, Simpson Grierson, and most recently was the Managing Partner of New Zealand's largest specialist intellectual property firm, AJ Park. Born in Canada, Alan has degrees in both law and commerce, and is a qualified patent attorney. With a background in litigation and commercial IP law, Alan now specialises in helping New Zealand businesses to make IP decisions that are clearly aligned with the business strategy.

Jason Wach

Jason Wach is an experienced intellectual property litigator. As a member of the Auckland Litigation Team, his practice includes patent infringement, trade mark opposition, validity and infringement, copyright infringement, copyright licensing, counterfeiting, trade secrets and restraints of trade, patent opposition, misleading and deceptive conduct, domain name disputes, mediation and general commercial disputes. Jason is passionate about pursuing his clients' interests and is comfortable with technical subject matter. He has appeared as counsel in the trade marks and patent offices, District Court, High Court, and Court of Appeal. Jason also advises on legislative compliance, and general commercial matters, including branding, intellectual property licensing, and manufacturing, supply and distribution agreements. He has extensive experience in securing

Kate McHaffie

Kate McHaffie joined AJ Park in 1998 and heads the Wellington dispute resolution and litigation team, handling contentious matters involving all kinds of intellectual property. She has litigation experience in the areas of patents, trade marks, copyright and registered designs. In addition to her litigation expertise, Kate is part of AJ Park's advertising team, which advises on legal advertising code, and industry regulatory requirements for marketing in New Zealand. The technical nature of her work appeals to Kate's scientific side, and the variety of clients and subject matter she encounters keeps her intellectually challenged. Committed, practical and inquisitive, Kate thrives in an environment focused on innovation. Kate's particular area of interest is pharmaceutical inventions, and she has been involved in patent cases for international corporations such as GlaxoSmithKline, AstraZeneca, and Sanofi-Aventis. She has also acted for clients in the manufacturing and telecommunications industries. Kate works hard to understand each client's business and their goal so she can advise on the best way to achieve that, whether by litigation or an alternative dispute resolution mechanism. Kate is passionate about supporting and encouraging women in the patent attorney profession to progress and succeed. Underpinning everything she does is the desire to truly make a difference.

Venue Details

Stamford Plaza Auckland

Ground Floor, 22 - 26 Albert St
Auckland 1010

Ph: 64 9 309 888


The Stamford Plaza Auckland is a short 5 minute walk from the main

train/bus station Britomart. There is onsite valet parking, charged at a rate

of NZ$45 per car. Alternatively there are numerous public car parks in the

area including Challenge House, 1/3 Wolfe Street.

Parking is not included in the registrartion fee and price is subject to


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