BVR/Morningstar Summit on Best Practices in Valuing Intellectual Property

Sep15 Date: September 15-16
Location: The Auditorium at Morningstar Global Headquarters
22 West Washington St, Chicago, IL
Format: A BVR Live Event
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    Regular Price
Live Event Attend in person in Chicago*: $1095*
Attend via live webcast: $499
OD Pack Complete Summit Recordings**: $499
*Call (503) 291-7963 for availble special discounts
**CPE Credit not available for recordings

View Complete Agenda | View Speaker Profiles

Conference Chair:
Mike Pellegrino, MBA of Pellegrino & Associates

The Only Conference of Its Kind:

Valuing intellectual property has taken center stage for business appraisers, private equity investors, IP owners, litigators, and corporate leaders.  Regulatory bodies in Europe and North America are releasing aggressive new standards in 2010 that will change the value of your trademarks, copyrights, and trade secrets.  Understanding the best practices in IP valuation is essential for allocating acquisitions, avoiding asset impairments, and maximizing royalties and business relationships from your intangible assets.  This first-ever event offers the opportunity to meet one on one with the regulators and other thought leaders in IP valuation.

Developed in partnership with Morningstar Valuation Services

Sessions to include:

View Complete Agenda | View Speaker Profiles

  • International Standards and Risks for IP Value
  • IP Valuation and Management and their Impact on Shareholder Value
  • How Prudent Management of IP is Dependent Upon Sound Valuation
  • Roles in Valuing IP: A Case Study
  • Transfer Pricing of IP Assets
  • Monetizing IP Assets to Increase Shareholder Value
  • Patent Damages
  • The Critical Intersection of IP Valuation and Fair Value for Financial Reporting
  • Navigating legal Minefields in IP Valuation: New Case Law
  • IP Valuation Research: Defending Your Conclusion of Value
  • Early Stage Valuation
  • Where Do We Go From Here? Conference Summary and Conclusions


  Early Bird* Regular Price
Attend in person in Chicago: $895 $1095
Attend live of via webcast: $895 $1095

*Early Bird pricing ends August 13, 2010

Hotel Information:

BVR recommends the Burnham Hotel, 1 West Washington St.
Discounted room rates begin at $225/night.

Click here to reserve a room, or call 877.294.9712 and mention BVR (Priority Code BVRDS0912).

The following hotels are also in the vicinity (the Summit will take place at Morningstar Global Headquarters):

Eco-Friendly Initiative
All session materials will be available electronically to participants at least one week prior to the conference. Aside from the environmental advantages, you will have 24/7 availability and will be able to print only what you need.

Continuing Education*:

NASBA: 13 Credits
CLE: 10.5 60-minute credits, 13 50-minute credits
9.75 CLE credits are approved in Ohio. All other states will be fulfilled upon request.
Please note that webcast attendance will be capped at 6 CLE credits per bar association rules.

CPE Information:
Prerequisites: Knowledge of Business Valuation
Program Level: Advanced
Preparation Required: None
Delivery Method: Group-Live
Recommended CPE: 13

Business Valuation Resources, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417.
NASBA Sponsor

*Continuing education credit suggestions subject to change.

Cancellation Policy for Live Event Registrations

Full refunds will be issued if cancellation requests are received 4 weeks before the event begins. Refunds, less a $100 administrative fee, will be issued if cancellation requests are received one week before the event begins. Due to financial obligations incurred by BVR, no refunds will be issued on cancellation requests within one week of the event.

In the event of an unforeseen hardship, we will evaluate each case individually. Please call (503) 291-7963 or (888) 287-8258.

Updated: September 1, 2009

Sponsorship Opportunities

BVR's events are a prime opportunity for service providers and product developers to meet face to face with financial professionals. Your products and services will come to life as you showcase them first-hand to conference attendees. You become a consultant and solution provider, making financial professionals aware of new resources and profit-building opportunities to help them grow their respective businesses.

By partnering with BVR as a sponsor you will develop new prospects and continue your dialogue with existing customers. Whether you’re speaking with attendees or increasing your firm’s visibility through strategic logo placements and signage, our sponsorship benefits bring you closer to achieving your firm’s marketing goals.

Click Here to Learn More


Join Top Experts
View Speaker Profiles

Conference Chair:

Mike Pellegrino
Pellegrino & Associates


Developed in
Partnership with:

Presented with:

Sponsored By:






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