COURSE LEADER Lisa Abe-Oldenburg is a partner of Bennett Jones LLP’s IT law practice group and coLead of the Payment Solutions practice group. Lisa provides practical advice to complex business and legal challenges involving technology, mobile commerce and payments. Lisa is the author of Internet and E-Commerce Agreements, and Web Law, and a contributor to Directors’ Duties in Canada – 5th Edition and E-Commerce and the Law of Digital Signatures and Instructor for the IPIC/McGill University Copyright Master Class. Lisa has published numerous articles on IT and payment card law and is a speaker at many conferences on IT, mobile and payment processing legal issues. Lisa has been recognized as a leading lawyer in Technology Transactions and Computer & IT Law by LEXPERT, Chambers & Partners and Practical Law Company. Lisa is a Board member of the Canadian IT Law Association and the Canadian Information Processing Society and Past Chair of the Ontario Bar Association’s IT and e-Commerce Section and the International Association of Outsourcing Professionals (Canadian Chapter). REGISTER ONLINE www.lexpert.ca/cpdcentre Mr. Ms. All webcast participants will receive an online link to access the program materials as part of their registration fee I would like to receive my material as: Print Digital Both (an additional charge of $99 will apply) _____________________________________________ Title: ______________________________________________________ City: ______________________________________________________ Province: __________________ Postal Code: ____________________ Payment enclosed Payment to follow Invoice me Charge to my VISA AMEX MC Card#: ___________________________________________________________ CVV: _______________ Expiry Date: ____________________ Cardholder’s Name: _______________________________________________ Signature: ____________________________________________ (photocopy for additional delegates) Conference Code 140028 Select venue: Toronto Webinar Early Bird Price: $995 + applicable taxes* Webinar Price: $995 + applicable taxes* * On (13%) HST Confirmations will be sent to delegates upon receipt of completed registration forms. Please make cheques payable to Lexpert Registration fee includes the course, materials, breakfast, lunch and coffee breaks. Substitutions are granted with notification to Lexpert Events. SPECIFICALLY DESIGNED FOR: • In-House Counsel • CIOs • IT Executives and Project Managers • Senior IT Consultants • Procurement Managers • Compliance Officers Webinar also available! If this brochure is undeliverable to the addressee, then please forward to a Senior Executive or Corporate Counsel. (GST Reg # 897176350) CANCELLATION AND REFUND POLICY: SPEAKERS Lisa Abe-Oldenburg, Partner, Bennett Jones LLP LAW SOCIETY OF BRITISH COLUMBIA This program has been accredited by the Law Society of British Columbia for 6 hours towards the professional development requirement for certification. Full refunds, less a $250.00 (plus applicable taxes) administration fee, will be given for cancellations received in writing 10 business days before the course start date. Unfortunately, refunds cannot be provided after this date. Substitution of delegates may be made at any time. Please note that Lexpert reserves the right to cancel any course deemed necessary and will, in such an event, make a full refund of registration fees paid. For reasons beyond the control of the course organizer, it may be necessary to change the subject agenda of the program and no liability is assumed for any such changes in content. LAW SOCIETY OF UPPER CANADA (CPD) This program can be applied towards the 9 Substantive Hours of Continuing Professional Development (CPD) required by the Law Society of Upper Canada. Please note that this program is not accredited for Professionalism hours or for the New Member Requirement. TO REGISTER: DATE(S) AND VENUE(S): For more information or to register, please contact Lexpert® Events at 1-877-298-5868 or e-mail: [email protected] Canada is advancing as a leader in payment technologies and systems. Failure to keep up with recent market and legislative developments, industry alliances, intellectual property registrations, and security and privacy compliance, could have dire consequences. This program is designed to provide you with the latest legal, regulatory and transactional information that you require for success. Company: _____________________________________________ Address: ______________________________________________________ Public Sector Price: $1295 + applicable taxes* Toronto, October 29, 2014 LEGAL & REGULATORY COMPLIANCE PRIMER E-mail: _____________________________________________________________ Telephone #: ______________________________________ Regular Course Price: $1495 + applicable taxes* REGISTER BEFORE SEPTEMBER 26 AND SAVE $500! REVOLUTIONARY PAYMENT SOLUTIONS 2014 & BEYOND: Yes! Please register the following delegate(s) for REVOLUTIONARY PAYMENT SOLUTIONS 2014 & BEYOND: LEGAL & REGULATORY COMPLIANCE PRIMER CUTTING EDGE • TIMELY • INTERACTIVE LISA ABE-OLDENBURG TORONTO -October 29 - St. Andrew’s Club and Conference Centre 150 King Street West, 27th Floor, Toronto, ON M5H 1J9 Telephone: 416-366-4228 Fax: 416-366-9347 www.standrewsclub.ca ACCREDITATION LAW SOCIETY OF NEW BRUNSWICK This program has been accredited by the Law Society of New Brunswick for 6 hours towards the mandatory continuing professional development requirement. LAW SOCIETY OF ALBERTA For Alberta lawyers, consider including this course as a CPD learning activity in your mandatory annual Continuing Professional Development Plan as required by the Law Society of Alberta. Web: www.cpdcentre.ca/lexpert Call: Toll free 1-877-298-5868 or (416) 609-5868 Fax: (416) 609-5841 E-mail: [email protected] Mail: Lexpert One Corporate Plaza, 2075 Kennedy Road, 11th Floor Toronto, ON, M1T 3V4 Attention: Marketing Events COURSE HIGHLIGHTS COURSE LEADER GUEST SPEAKERS Stephen Burns, Partner, Bennett Jones LLP Martin Kratz, Partner, Bennett Jones LLP Michael Whitt, QC. Partner, Bennett Jones LLP Catherine Johnston, President and Chief Executive Officer, ACT Canada • Recent Payment Solution Developments and Market Trends • Digital Currency: Bitcoin, MintChip, Apple iMoney • Security and Privacy Issues • Mobile Payments Regulation • Canada’s Anti-Spam legislation (CASL) Implications for Payment Systems • In-House Counsel Primer: Commercialization of Payment Solutions • Protecting Intellectual Property in Payment Technologies and Databases REGISTER BEFORE SEPTEMBER 26 AND SAVE $500! Toronto, October 29, 2014 For more information or to register, please contact Lexpert® Events at 1-877-298-5868 or e-mail: [email protected] Webinar also available! MARTIN KRATZ REVOLUTIONARY PAYMENT SOLUTIONS 2014 & BEYOND: LEGAL & REGULATORY COMPLIANCE PRIMER PROGRAM OUTLINE 8:00 - 9:00 REGISTRATION AND BREAKFAST 9:00 - 9:10 INTRODUCTION Lisa Abe-Oldenburg 9:10 - 10:30 RECENT PAYMENT SOLUTION DEVELOPMENTS AND MARKET TRENDS Catherine Johnston Invited Guest Speakers: HBC, CIBC, RBC, Digital Retail Apps, Google, Square, Beanstream • Mobile payments growth • Role of ACT Canada • Global NFC Alliance • Mobile wallets update: CIBC wallet, RBC wallet Google wallet • Money transfer Apps – Digital Retail Apps • Mobile shopping from print ads – HBC, Lord & Taylor • MCX mobile payments alliance • NFC Readers & ePayment devices – Square, iBeacon, Beanstream 10:30 - 10:45 REFRESHMENT BREAK 10:45 - 11:15 DIGITAL CURRENCY: BITCOIN, MINTCHIP, IMONEY Michael Whitt • New developments in the digital currency marketplace • Is digital currency legal? • How is digital currency created, acquired, traded, sold and converted? • The role of governments in regulating digital currency • What are the risks of digital currencies? • What do Canada’s banks think of digital currency and how do they handle digital currency businesses? • International issues 11:15 - 12:00 SECURITY & PRIVACY ISSUES Stephen Burns Invited Guest Speakers: VISA, SecureKey • Data security and privacy issues • Mobile Payments Security Recommendations • NRF, PIN, EMV/chip cards, NFC vs. Cloud • Update to wave of security breaches: Target, Neiman Marcus, hoteliers • Trusted Third Parties and Secure Credential Storage • Card not present rules • Authentication support services – SecureKey • Payment Card Industry Data Security Standard • PIN Security Requirements 12:00 - 1:00 NETWORKING LUNCH 1:00 - 1:45 MOBILE PAYMENTS REGULATION Lisa Abe-Oldenburg • Federal vs. Provincial legislation overview • Prepaid Card rules • Global digital payments standard • Canadian Bankers Association updates • Consumer Protection update with respect to m-payments • Code of Conduct for the Debit and Credit Industry • Canadian NFC Mobile Payments Reference Model • Cross-border payments and international regulation • AML and FCAC compliance 1:45 - 2:45 CASL IMPLICATIONS FOR PAYMENT SYSTEMS Lisa Abe-Oldenburg • Application of Canada’s new Anti-spam legislation to the payments industry • Messaging and consent requirements • Record keeping and best practices • Rules for installation of software upgrades and updates • Network operating system and platform exclusions • Monetary penalties, directors’ liability and private rights of action • Transitional provisions 2:45 - 3:00 REFRESHMENT BREAK 3:00 - 4:00 INHOUSE COUNSEL PRIMER FOR COMMERCIALIZATION OF PAYMENT SOLUTIONS Lisa Abe-Oldenburg • Key definitions in payment solution contracts • E-commerce and payment processing collaboration and partnerships • Structuring multi-party, multi-year agreements • Allocating risk and minimizing liability • Payment App and Mobile Wallet Distribution Agreements • End User Terms of Use • Privacy Policies • Integration and Deployment Contracts • Licensing payment technology, cloud computing and SaaS models • Revenue structures • Merchant Agreements 4:00 - 4:45 PROTECTING INTELLECTUAL PROPERTY IN PAYMENT TECHNOLOGIES AND DATABASES Martin Kratz • Copyright, patent and trade-mark protection in new payment systems • Who owns the customer data and transaction records? • Intellectual property rights in software and databases • Challenges for protection of new payment methods • Preparing your organization for innovation and new payment product developments Martin Kratz leads the intellectual property practice for Bennett Jones. His practice is focused around intellectual property and technology law, which includes substantive patent, copyright and trademark matters as well as matters of intellectual property transactions, IP commercialization, IP strategy and opinions, anti-spam, data protection, privacy, ecommerce, strategic alliances, mergers, acquisitions and technology transfers among technology companies. His practice is focused on the energy, electronic commerce, software, telecommunications, pharmaceutical, biotechnology, entertainment and related industries. Martin has written over 280 publications on various topics involving intellectual property, technology law or on related topics and is national co-director of Osgoode Hall Law School’s Intellectual Property LLM program. Martin has been ranked in numerous publications including as one of Canada’s most creative lawyers by Lexpert-Thomson in the US guide to Canada’s 100 Most Creative Lawyers; as one of Canada’s leading lawyers in The Lexpert/American Lawyer Guide to the Leading 500 Lawyers in Canada in each of the fields of intellectual property and technology law and as one of Canada’s leading cross-border lawyers in the Lexpert 2013 Guide to the Leading US/Canada Cross-border Corporate Lawyers in Canada. MICHAEL WHITT Michael Whitt is co-leader of the firm’s information technology practice. A patent agent and a trademark agent in addition to being a lawyer Michael Whitt advises technology-based businesses on commercialization and compliance matters, and on the structure, negotiation and documentation of novel business models, strategies and transactions, particularly regarding intellectual property and information and other technologies. Michael has been involved with computer and information technologies for over three decades and advises small, medium and large clients with technology or intellectual property assets and operations. Clients include manufacturers, vendors, technology acquirers, bulletin boards, ISPs, ASPs, e-Commerce and web enabled transaction providers, infrastructure providers, agricultural and biotechnology operations, health informatics providers and users, geospatial and locationbased service providers and professional self-governing bodies. STEPHEN BURNS Stephen’s practice focuses primarily on outsourcing, IT procurement, information and privacy law, technology transactions and the protection and commercialization of intellectual property. Stephen advises clients on their investments in technology and technology companies and routinely negotiates the IP aspects of major energy and infrastructure projects, mergers, acquisitions, divestitures, reorganizations, collaborations and joint ventures. Stephen is often called upon to represent clients in front of the Federal, Alberta, British Columbia and Saskatchewan Information and Privacy Commissioners. Stephen was recognized in 2010 by Intellectual Asset Management as one of the world’s 250 leading patent and technology licensing practitioners, and in 2010 and 2011 by Best Lawyers in Canada as one of Canada’s leading technology lawyers. Stephen regularly presents and publishes papers on outsourcing, procurement, social media, software licensing, seismic data, e-commerce, intellectual property portfolio management, access to information and privacy in the public and private sectors, confidential information, document retention, and trademark licensing. CATHERINE JOHNSTON Catherine Johnston is the President and Chief Executive Officer of ACT Canada, the stakeholder association driving payment evolution and digital identity. Catherine is also the Chair of the International Smart Card Associations Network, and founder of the Canadian Women in Payments Networking group. She has become a leading expert in privacy and chip technologies, serving as the association’s Chief Privacy Officer. As the president of ACT Canada, she works with issuers, acquirers, processors, merchants, regulators, consumers, law enforcement and policy makers in Canada and abroad. By bringing these stakeholders together in a neutral environment, they effectively advance opportunities and overcome issues. Catherine is also the driving force behind Cardware, Canada’s premiere payments and digital identity insights conference. She is a founding member and past Vice-Chairman of the Stakeholders Advisory Council of the Canadian Payments Association. She has been with the association for 24 years. 4:45 - 5:00 QUESTION & ANSWER 5:00 COURSE CONCLUSION CUTTING EDGE • TIMELY • INTERACTIVE
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