2018 Licensors Summit™ Presenters

Platinum Presenters:

   

Jeff Lotman | CEO

What’s Working & What’s Not in China: An Overview for Licensors 

  • Recent Developments
  • The China Retail Landscape & Growth of E-Commerce
  • Auditing, Counterfeiting and Brand Protection
  • Takeaways on Brand Licensing in China

Jeff Lotman founded Global Icons, one of the leading brand licensing agencies, almost 20 years ago. He established himself at a multi-billion dollar manufacturing company where he developed and marketed for McDonald’s and Kraft.  As the CEO of Global Icons, he then leveraged that experience to garner a list of world-class clients that include BMW, Ford, Ironman, and Qdoba among others.

With a passion for building dynamic brand extensions, Jeff has applied his expertise to successfully elevate each of the world-renowned trademarks and brands he manages.  Under his creative vision and adroit leadership, Global Icons continues its rapid ascent to the top of a very competitive industry.

Jeff has been a featured guest speaker at many leading industry events including Entertainment Marketing Conference, Young Presidents’ Organization, Licensing Show, LA Roadshow, UCLA and others.  He has also been profiled numerous times, most notably in The New York Times, The Los Angeles Times, CNBC, and FOX.  He is a distinguished member of the Licensing Industry Merchandisers’ Association (LIMA) and the Licensing Executives Society (LES).

   

Gahl Leddel | General Manager

What’s Working & What’s Not in China: An Overview for Licensors 

  • Recent Developments
  • The China Retail Landscape & Growth of E-Commerce
  • Auditing, Counterfeiting and Brand Protection
  • Takeaways on Brand Licensing in China

Gahl has lived and worked in Hong Kong and China since 2002 and spent the past 13 years in the field of brand licensing as an agent and as a licensee with experience in developing Consumer, Lifestyle and Character & Entertainment brands. During his time in Asia, Gahl has worked across product categories including toys, apparel and accessories, jewelry & watches. 

Gahl serves as Global Icons General Manager for the Asia Pacific region and is based in Hong Kong.

   
Scott Stern | President & CEO

Supercharge Your Brand with Digital Analytics & Automation

  • Marketing Automation + CRM | Overview
  • The Danger of Average | Unlocking the Secrets in Analytics Data
  • Engaging & Empowering Your Brand Fanatics
  • Questions to Ask Your Marketing Team or Agency Partners
  • Q&A

Scott Stern is the President and CEO of Norscot Group, Inc., one of the leading promotional products companies in the USA.  Over Scott’s 40-plus year career in the industry, he has developed an unmatched expertise in all aspects of promotional product merchandising.  That expertise is built on Scott’s considerable experience in the areas of global licensing, brand identity programming, global sourcing, design and production of promotional products, manufacturing of scale model replicas, direct marketing via catalog and eCommerce, and domestic and international distribution.  Scott is an innovator, having started up several related businesses.  He is always looking beyond today’s products, trends and delivery systems to anticipate needs and seek out new opportunities in order to best serve Norscot’s valued client partners.

Norscot is a family business headquartered in Mequon, Wisconsin, in the northern suburbs of Milwaukee.  Founded in 1970, Norscot specializes in the development of turnkey marketing and fulfillment programs, working with some of the most iconic brands in America to advance their products, services and images.  In addition to the corporate headquarters in Mequon, which includes a 100,000 square foot warehouse and fulfillment center,  Norscot currently has sales offices in Chicago, Peoria, Detroit, and Savannah; and the company maintains a sourcing and quality control office in Hong Kong.  Under Scott’s leadership, Norscot established international sales and fulfillment operations in the UK and China in the 1990’s, with additional sales outlets in Europe and the Middle East, successfully operating those divisions until their sale in 2015.

Scott and his wife live in Mequon, and they have two adult children.  A lifelong Wisconsinite, Scott is a graduate of the University of Wisconsin–Madison and is a loyal fan of the Packers, Brewers, Bucks and Badgers.  He enjoys the frustration of golf, vintage rock and roll, and occasional karaoke singing.

   

Jason Corgiat | Director of eCommerce

Supercharge Your Brand with Digital Analytics & Automation

  • Marketing Automation + CRM | Overview
  • The Danger of Average | Unlocking the Secrets in Analytics Data
  • Engaging & Empowering Your Brand Fanatics
  • Questions to Ask Your Marketing Team or Agency Partners
  • Q&A

Accomplished, talented, and results-driven senior-level marketing leader, with over 15 years of experience developing, implementing and reporting successful digital marketing campaigns for a multitude of organizations. Consistently and proficiently boost revenues and realize cost-savings through integrated digital marketing approaches, personalized marketing campaigns and strategically crafted content. Continuously exceeds organizational objectives by skillfully leading, aligning, mentoring, training, and inspiring staff & strategic partners.

   

Mike Dunn | Founder & President

Preparing for the Transparency Revolution!

  • How do I even begin? Preparing to Be Prepared…
  • Auditing, Product Testing and Global Regulations “Prep Kit”
  • The Tools of the Trade for Management
  • Delivering Transparency: What does it look like?

Mike co-founded Octane5 in 2009, after spending over 13 years developing market-leading online brand management and workflow approval systems.  In addition to the digital services, Mike built a fully integrated manufacturing facility that had holographic, print production, and finishing capabilities.  Mike was a co-inventor on the two patents covering the process of making overprinted holographic hang tags that is currently used on over 1 billion hang tags globally.

Mike was instrumental in developing the global partnership with De La Rue, the world’s largest commercial security printer. Through this partnership, the “THREADS” line of sticker and hang tags was developed exclusively for the licensing industry. THREADS employs currency-grade paper technology that is on the leading edge of brand protection.  It is currently being utilized by global brands such as Ford, John Deere and Harley Davidson to protect their licensing merchandise.  Mike also was the co-architect of the brandcomply.com licensing management system.

During his career, Mike developed systems and programs for clients such as NASCAR, The National Hockey League, The Collegiate Licensing Company (CLC) and the PGA TOUR. The CLC brand management and protection program, created in 2002, was the largest in the licensing industry encompassing more than 200 brands, 3500 logos, 2500 licensees, over 100 holographic SKU’s and 100+ million holographic units annually.

Mike has been a featured speaker on licensing and brand protection topics at numerous industry events such as the annual Collegiate Licensing Seminar, John Deere licensing symposium, and Anti Gray Market Association.  Mike has a Bachelor of Science from Georgia State University, a wife and two sons.


Gold Presenters:

   

Pamela Deese | Partner

Breach/Enforcement and Remedies Short of Termination

  • General categories of breach that impact the type/scale of licensors’ potential recourse, and reasons for immediate termination vs. termination after allowing licensees an opportunity to cure.
  • Remedies for breach short of termination
  • Types of generally acceptable “softening” language to allow a licensee to negotiate into the contract some leeway for inadvertent breaches or isolated incidents but still deter future breaches
  • Examples of reasonable fees/penalty for making unauthorized sales
  • Most difficult penalty provisions to enforce
  • Tensions between Legal and Business team and/or social/environmental compliance group

Pam Deese is a partner in the intellectual property group. Her practice focuses on intellectual property licensing, brand management, sweepstakes and advertising.

Pam’s intellectual property representation includes counseling patent pools and other IP owners in developing strategic licensing programs. Her work involves the creation, negotiation and enforcement of licenses and related agreements, as well as representation in regulatory approval proceedings, standards, audit support and analysis, import/export and counterfeiting issues, privacy, review of advertising and promotional materials (for regulatory compliance), sweepstakes and promotions, celebrity endorsements and litigating related business disputes.

Pam is active in numerous professional associations. She holds membership in the American Bar Association’s Science and Technology and Intellectual Property Law sections, the District of Columbia Bar Association, and the Pennsylvania Bar Association. Additionally, she is a member of the NY Intellectual Property Lawyers Association, and the Licensing Industry Merchandisers Association. Since 2005, she has served as Vice Chair of the ABA Section of Science and Technology, Committee on Technical Standardization and Infrastructure. Pam continues to serve on the Editorial Board and as the Trademark Licensing Columnist for the Licensing Journal, and is serving her fifth term on the American University Board of Trustees.

     

Matthew Wright | Partner

Breach/Enforcement and Remedies Short of Termination

  • General categories of breach that impact the type/scale of licensors’ potential recourse, and reasons for immediate termination vs. termination after allowing licensees an opportunity to cure.
  • Remedies for breach short of
  • e breaches
  • Examples of reasonable fees/penalty for making unauthorized sales
  • Most difficult penalty provisions to enforce
  • Tensions between Legal and Business team and/or social/environmental compliance group
  •  termination
  • Types of generally acceptable “softening” language to allow a licensee to negotiate into the contract some leeway for inadvertent breaches or isolated incidents but still deter future

Matt Wright is a seasoned trial lawyer with nearly twenty years of experience representing plaintiffs and defendants in a variety of litigation matters involving technology, intellectual property, false advertising, license enforcement, and other business disputes before numerous courts and arbitration tribunals. Matt has obtained nearly $200 million in final judgments and arbitral awards on behalf of plaintiff clients, though the majority of his practice is representing civil defendants. His practice also includes litigation risk-management counseling and general counseling on alternative dispute resolution options and agreements

Juergen Mathwich | Co-Founder

Secure, Simple and Smart: Next Generation Product Authentication Solutions

Special Guest: Rob Tobias, CEO | HDMI Licensing Administrator, Inc.

  • What are the 4 key features of next generation label solutions
  • Why licensors (should not) compromise between secure, easy to use & efficient label programs
  • The blend: how product authentication and value-added services for consumers can go hand in hand
  • How to reduce training costs for in-the-field product authentication
  • Data is the new gold: Examples of real-time data improving brand integrity and compliance

Juergen Mathwich is the co-founder of Authentic Vision, a next generation product authentication and compliance solution provider. Mr. Mathwich is passionate about how to utilize modern technology and data to combat channel compliance issues such as counterfeits, underreporting and diversion. At Authentic Vision, Mr. Mathwich is an evangelist, educating the marketplace about new brand protection technologies, supporting businesses to maintain brand and channel integrity. His company has helped brands, licensors and industrial suppliers to safeguard 100s of millions of products with their patented next generation technology.

Prior to Authentic Vision, Mr. Mathwich worked for international companies like VeriSign and ICS in the field of security, mobility solutions and logistics. He was also a lecturer at the University of Applied Sciences Salzburg. He started his career in Project Management and Software Engineering and holds a Master’s degree in Information Technology and System Management.

   

Debra Restler | Vice President, Business Development & Marketing

Retail Reinvention: Ten Trends Shaping the Future of Retail

This presentation will explore ten trends fueling the reinvention of retail – the creation of new formats, offerings, experiences and technologies to engage and meet the diverse needs of today’s consumer tastes and behaviors. Topics will include:

  • Retailers to watch
  • The future of malls
  • Innovative retail formats and platforms
  • Unexpected partnerships
  • Technologies enhancing customer experience

In her role at Beanstalk, Debra oversees Beanstalk’s Business Development and Marketing departments.  She is responsible for forging and activating new client relationships by working with diverse brand owners to understand their licensing objectives and customizing the agency’s service offering to meet their specific needs. Debra also oversees all aspects of the agency’s corporate communications, continuing to build awareness of Beanstalk as an innovator in the licensing industry. In addition, Debra collaborates with Beanstalk’s parent company, Omnicom Group, to address the licensing needs of sister agency clients.

Since joining Beanstalk in 1999, Debra has played an integral role in building Beanstalk’s world-class client roster across multiple industries including corporate brands, celebrities and entertainment properties. She has also spearheaded the development of Beanstalk’s corporate identity, website, trade show presence, and public relations and social media initiatives.  In addition, Debra has been actively involved in the launch of the agency’s consulting division, Blueprint, and its digital media representation division, Tinderbox.

Debra brings to Beanstalk vast expertise in branding and marketing, having worked in account management at JWT, McCann-Erickson and DDB for clients including Johnson & Johnson, L’Oreal and Kodak.

Debra holds a B.A. in Business Administration from The State University of New York at Albany.

 

   

Marty Malysz | President

Mission Impossible – Conducting your Operation

  • Security – Need to know basis
  • Forecasting is a requirement in 2018
  • Out of Bounds – Measurement and Accountability
  • Starting well requires a firm foundation – Importance of Approval Processes
  • It’s all in the details.  Collecting and processing critical information

Marty Malysz has 27 years of experience providing automated licensing and royalty systems to owners and licensees of intellectual property.  January 2005, Mr. Malysz founded Dependable Solutions, Inc., to offer the latest web-based solutions to trademark licensors, agents and licensees in the consumer product, sports, entertainment, corporate and apparel industries. 

Previously, Mr. Malysz presided over the operations at Right Track Solutions, Inc. becoming the largest supplier of royalty and licensing solutions to music and video operations in North America.  With over 350 implementations, he successfully sold Right Track Solutions, Inc. to PLX Systems, Inc. and agreed to stay on to run the operations through 2004.  

Mr. Malysz expertise includes understanding the unique customer requirements in order to streamline licensing financial processes with automated solutions.  At Dependable Solutions, Inc., Mr. Malysz manages a team of experienced analysts, programmers and marketing personnel from the Los Angeles headquarters location with additional offices in Dallas, Las Vegas, Philadelphia, Phoenix, and London.  He continues to sell, consult and implement trademark licensing financial management solutions to licensors, agents and licensees.  DSI has a team of twenty employees and continues to work with fifty licensing organizations using our systems to manage their daily operations.

As a graduate from the University of California, Los Angeles, Mr. Malysz earned a Bachelor of Science degree in Economics Systems Science.  He was a board member of LIMA (Licensing Industry Merchandisers Association) from 2011 – 2014.

   

Deborah Stewart | Managing Director

Royalty Audits: Correct Royalties + A Positive Relationship

  • What is a royalty audit and how it assures your receipt of all royalties due.
  • The truth behind underreporting, why do royalty audits uncover under reporting 86% of the time.
  • Audit statistics and what they mean to you.
  • Real life examples of compliance best practices to achieve full royalties.
  • Examples of key agreement language and definitions.
  • Examples of what a royalty reporting template should include.

Managing Director with InvotexIP. InvotexIP is a consulting firm that specializes in royalty audits and compliance. Ms. Stewart is a Certified Public Accountant with more than 25 years’ experience working with corporations, universities, government entities and their counsel in the intellectual property area. Debbie was at the forefront of the royalty audit industry as one of the first professionals who understood the unique relationship between the licensor and licensee. She is dedicated to helping clients proactively manage their license royalty reporting and revenue. Arguably, Debbie has personally managed more royalty audits than anyone else in the industry. Her firm is known for the ability to uncover large underpayments while preserving the licensor-licensee relationship.

  

Stu Seltzer  | Founder & Partner

Metrics Beyond Royalties to track and realize your Strategic Licensing Goals

  • What is the value of my licensing program… beyond royalty revenue?
  • How to create and use the right Licensing Strategic Framework to achieve licensing goals.
  • Examples from corporate brands that utilize this strategic framework

Stu is founder and partner of Seltzer Licensing Group, a NYC based, 19-year old licensing agency and consulting firm specializing in licensing, partnership marketing, and strategic alliances.

They are experts in analyzing, crafting and securing partners for clients such as Unilever, Scotts Miracle-Gro and the American Red Cross. His extensive first-hand knowledge of the industry and skills as a negotiator were developed while managing the licensing for Yves Saint Laurent of America and at the DC Comic’s division of Warner Bros.

Stu is also an adjunct professor at New York University where he’s been teaching a 3-credit class on brand licensing for the past 15 years.  Last year, Stu was the recipient of a NYU Ambassador award for excellence in teaching.  Stu is also served six years as a board member of the Licensing Industry Merchandisers Association (LIMA).

Early in his career Stuart honed his analytical ability while working as a CPA at Arthur Andersen & Co. He is a graduate of Lehigh University and holds an MBA from Columbia Business School.

   

Jason Roberts | CEO

Supplier Monitoring Expectations

  • Incentivizing licensee positive behaviors
  • Intended and unintended consequences
  • Capacity building tactics & training activities
  • How to set-up monitoring & audits

Jason Roberts uses his 20 years of experience working with international brands to help them improve the lives of workers in supply chain factories. He has traveled the world, working in and with factories, assisting and guiding them to improve working conditions.  Mr. Roberts uses that expertise in his current role as the CEO of Sumerra, an organization that partners with companies to help manage monitoring programs, educate people, and improve lives. 

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