The Patent Administrator

This course will give you a comprehensive introduction to the role of the Patent Administrator

19 Nov 2019

& 4 Jun 2020 , 24 Nov 2020

GBP 699
EUR 979
USD 1,090

Book now

Course overview

This course will give you a comprehensive introduction to the role of the Patent Administrator. It is a highly complex area due to many different procedures across different patent offices. The programme will demystify these procedures and filing requirements in key jurisdictions, and will improve your knowledge and your skills so you can work more efficiently and excel in your role.

Topics to be covered include:

  • Introduction to patents
  • Understanding filing procedures and systems
  • Electronic filing (including hands-on exercises and demonstrations)
  • Handling post-filing communications from national and international offices
  • Renewing your patents
  • Recording assignments and name changes
  • Overview of licences and royalties
  • Obtaining and using patent information

Why should you attend?

  • Gain an invaluable introduction to working with patents
  • Achieve a greater understanding of patent administration and where your role sits within the team
  • Improve your understanding of the filing requirements in key jurisdictions – what to do and when
  • Learn about electronic filing at WIPO and the EPO via practical exercises and demonstrations
  • Understand how to calculate renewal payments – how to pay and when

Who should attend?

This seminar is designed especially for those new to the role, or with little experience of patent administration, and those looking for more training to extend their knowledge, including:

  • Patent administrators and assistants
  • Formalities administrators
  • Other IP support staff

The event offers a valuable networking opportunity with others in similar roles from different organisations and countries.


Introduction to patents

  • Registered and unregistered rights
  • What is a patent?
  • Why apply for a patent?
  • How long will it last?

Organisation of the IP department

  • Composition of the team
  • Your role within the team
  • Differences between private practice and industry

Filing procedures and systems

  • International conventions
  • National patent systems
  • International patent systems
  • Stages of a patent application
  • Requirements for filing applications
    • Nationally
    • At the EPO
    • At WIPO
  • Electronic filing – epoline
  • Electronic filing demonstration – EPO CMS
  • Record keeping/working with your in-house system
  • Practical exercise

Post-filing communications

  • Due dates and deadlines
    • GB applications
    • European applications
    • Divisional applications
    • PCT applications
    • Euro-PCT applications
  • Calculation of dates
  • Practical exercise


  • How are renewal fees calculated?
  • When can you pay renewals?
  • How can you pay renewals?
  • Practical exercise

Supplementary Protection Certificates (SPC’s)

  • What are SPCs?
  • When are SPCs applicable?
  • Brief overview of how SPCs work

Assignments and name changes

  • Why is an assignment required?
  • Recording an assignment
  • Recording a name change

Licences and royalties

  • What is a licence?
  • Why license your patents?

Patent information

  • Useful literature
  • Useful websites
  • Products and services of the EPO, UKIPO, WIPO


JoAnna Emery

JoAnna Emery, Head of Pure Ideas and Group Formalities at Pure Ideas Ltd, is an experienced intellectual property specialist with over two decades of transatlantic expertise in various roles within the IP industry. She has worked in various industries from US defence, water, financial and the FMCG sector. During her career she has gained knowledge in all areas of intellectual property law as well as gaining experience in corporate transactions and social media. Inspiring, training and managing teams, she is a seasoned speaker at international conferences. JoAnna is a certified legal assistant specialist in intellectual property in the US and a Fellow of the Institute of Paralegals in the UK.

Book now

19 Nov 2019
19 Nov 2019 Rembrandt Hotel, London GBP 699.00
EUR 979.00
USD 1,090.00
+ VAT @ 20.00%
Enrol now
Limited places
4 Jun 2020
4 Jun 2020 Cavendish Hotel, London GBP 699.00
EUR 979.00
USD 1,090.00
+ VAT @ 20.00%
Enrol now
24 Nov 2020
24 Nov 2020 Rembrandt Hotel, London GBP 699.00
EUR 979.00
USD 1,090.00
+ VAT @ 20.00%
Enrol now

Previous customers include...

  • Acergy MS Ltd
  • Actelion Pharmaceutical Ltd
  • ADT Services AG
  • Arm Ltd
  • Astellas BV
  • AstraZeneca AB
  • DSM IP & Licensing BV
  • DSM IP Assets B.V.
  • DSTL
  • Eaton Industries Manufacturing GmbH - EHQ
  • Ferring Pharmaceuticals A/S
  • Ford Motor Co Ltd
  • Groth & CO KB
  • Husky Injection Molding Systems SA
  • Leiden University Medical Center (LUMC)
  • Life Science Patents B.V.
  • McDermott Will & Emery UK LLP
  • Metaswitch Networks
  • Ms Tang Thuc Linh
  • Novartis Pharmaceuticals UK Ltd
  • Oxford Gene Technology IP Ltd
  • Powdermed Ltd
  • Rouse Legal
  • Sagittarius Intellectual Property Consultants Ltd
  • Siemens PLC
  • Syngenta
  • Texas Instruments Ltd
  • UCB Celltech Ltd
  • Unilever N.V.
  • University of Gent

Content was good, very coordinated with what we learnt in the CIPA exam, and close to our work routine. Presentation was great, the slides and resources given out were descriptive and clear. The speaker, JoAnna, was very knowledgeable, approachable, and delivered the contents well.

Jessica Milton, Global Patent Coordinator, Unilever R&D

JoAnna is fab! She has such in depth knowledge but explains everything in such a great way that we all understood and followed what she was teaching. She allowed for lots of questions and I feel that we all felt very comfortable asking anything we needed to know.

Sarah Mason, Senior Patent Administrator, Mundipharma International Limited

JoAnna was great, she had excellent knowledge and was there to help with any questions anyone at the course had.

Megan Garraghan, Trainee Formalities Officer, Mathisen & Macara LLP

Presentation content was good. Delivery was excellent with all questions answered clearly - nice presentation style. The course showed me that I know more than I thought which is very positive!

Judith Adams, KE & Patent Administration, University of Dundee

I felt that the course embedded the learning gained from the CIPA course of last year and the presenter was great. Knowledgeable in her field and pitched it just right as the course had a mixture of delegates at different levels. I think everyone agreed that it was a well run and a well delivered course.

Jayne Sloane, Patent Administrator, Unilever R&D