Open Source SIG: IP & Licensing Compliance Program



  • Monthly Meeting of the New Open Source Software SIG



    John Koenig, President, Riseforth, Inc.



    Mark Radcliffe, Partner,Gray Cary

    Andrew Aitken, Managing Partner Olliance Group



    How To Develop an Open Source Intellectual Property and Licensing Program


    Presentation Overview

    Companies across the board are utilizing open source at an unprecedented rate, sometimes without much internal visibility. Who in an organization keeps track of open source adoption, modification, implementation and terms of use? Without a formal compliance program, OEMs, ISVs, and business enterprises put themselves at risk of unintended violation of open source licenses or inadvertent loss of their own proprietary software rights. Yet most companies today lack the policies, procedures, and trained personnel to minimize the legal and intellectual property risks of using open source.

    This session of the Open Source SIG will provide an overview of implementation and administration of an open source licensing and IP portfolio protection compliance program.

    Topics include:

    • Procedures for efficiently and effectively auditing existing open source usage.
    • Developing robust yet flexible policies for open source usage.
    • Techniques for avoiding potential open source licensing violations.
    • Policies for engaging with the open source community
    • Recommended roles and responsibilities for open source program management.
    • Developing a real-time open source tracking and usage database.
    • Educating and training employees on open source usage.


    About the Panelists


    Mark Radcliffe, Partner, The law firm of Gray Cary

    Andrew Aitken, Managing Partner, Olliance Group


    Mark Radcliffe

    Mark Radcliffe is a partner with the law firm of Gray Cary. Mark’s practice focuses on representing corporations in their intellectual property and finance matters. He has extensive experience assisting companies in the identification, protection, and exploitation of their intellectual property both domestically and internationally. In 1997, the National Law Journal named Mark one of the 100 Most Influential Lawyers in the United States.


    Andrew Aitken

    Andrew Aitken is the Managing Partner of Olliance Group the leading independent, open source strategy-consulting firm, offering a comprehensive set of education, business strategy, and technology planning services. Olliance Group blends industry executives with open source experts and deep consulting experience to provide balanced, actionable strategies.



    John Koenig

    John Koenig is the President of Riseforth, Inc., delivering technology and business strategies and marketing programs for deploying progressive open source applications and hosted services. He has held engineering and marketing management positions at Fortune 500 companies and serves as legal counsel for a number of hardware and software businesses. John is a frequent writer for OSTG, the Open Source Technology Group.


    Event Logistics


    Belmont Conference Center

    550 Island Parkway

    Belmont, CA


    6:30 - 7:00 p.m. Registration / Networking

    7:00 - 9:00 p.m. Presentation



    $15 at the door for non-SDForum members

    No charge for SDForum members

    Please call 408.494.8378 for student memberships

    No registration required