Andrew Updegrove has a broad range of experience in representing both mature and emerging high technology companies of all types in all aspects of their legal affairs. Since 1988, he has also represented and helped structure more than 80 worldwide standard setting, open source, promotional and advocacy consortia, including some of the largest standard setting organizations in the world.  He spends a significant part of his time giving strategic advice to clients of the firm.

His awards include being recognized as: one of the top 100 attorneys in Massachusetts in each of the annual peer surveys (2004 - 2006) of all attorneys in the state conducted to date by Law and Politics; one of 13 “Mass All Stars” chosen in 2003 by Mass High Tech, the Journal of Technology in New England; and one of the "Best VC Lawyers" in Boston by the Digital Industry News in 2001. In 2004, he was the sole representative of the consortium community to be appointed as a member of the United States National Standards Strategy Committee. Most recently, he received the 2005 President’s Award for Journalism from the American National Standards Institute (ANSI) for his work at ConsortiumInfo.org and the Consortium Standards Journal, which he created in 2002.

His leadership in furthering all aspects of the standard setting infrastructure, from traditional accredited organizations, to consortia, to open source projects, is widely recognized. In 2005 he was elected to the Boards of Directors of ANSI and the Free Standards Group (FSG), and in 2007 to the Board of Directors of the Linux Foundation, where he also serves as Director of Standards Strategy.  Together, these organizations cover the full range of collaborative technology endeavor: ANSI accredits almost 200 standards organizations and represents the United States in global standard setting activities, while the Free Standards Group, a nonprofit organization that combined the efforts of both the open source development community and major IT vendors, was formed to develop the standards needed to prevent the fragmentation of Linux (and other key open source software) in the way that destroyed the interoperable value of UNIX. The Linux Foundation is the product of the merger of FSG and Open Source Development Labs (OSDL), and provides a range of support services to protect and promote the further development of the Linux ecosystem.  He is also a member of the Board of Advisors of HL7, an ANSI accredited developer of electronic health standards for clinical and administrative data.

Although in recent years he has divided his time evenly between representing technology companies and standard setting and open source organizations, the greatest part of his time over more than 25 years in practice has been spent counseling emerging high technology and other fast growth clients. He has advised many hundreds of startup companies with respect to their strategic and legal needs, assisting them in their progress from a concept to a mature company. In the course of this representation, he has critiqued their business plans, advised on structuring their businesses, introduced them to financing sources, represented them in angel, venture capital, bank and public financings, advised them on behalf of their intellectual property programs, negotiated mergers and acquisitions on their behalf, and assisted them in many other aspects of their legal and business affairs.

He has also represented mature companies in many areas, including with respect to financings, mergers and acquisitions, the redeployment of services and assets onto the Internet, and complex intellectual property matters. He is a frequent speaker on the topics of financing, emerging company issues, and mergers and acquisitions.

In the consortium area, he has been retained by many of the largest technology and technology dependent corporations in the world to assist them in setting up international standard setting and technology promotional organizations. He has also advised Fortune 500 companies and governmental agencies with respect to setting internal standards setting policies and goals. Recognized internationally as an expert on the topics of standard setting, intellectual property policies and consortia, he has written and spoken widely, as well as provided testimony to the Department of Justice and Federal Trade Commission, on these topics. He has also written and filed pro bono “friend of the court” briefs in major standards-related litigation before the Federal Circuit Court, the Supreme Court, and the Federal Trade Commission.

In May of 2002, he conceived and launched ConsortiumInfo.org, a more than book-length website sponsored by the firm which is intended to provide the most comprehensive and detailed source of news and information on (or off) the Internet on standard-setting, open source software project development, and forming and maintaining consortia.  The site serves up to a million page views a month to a global audience.  In December of 2002, he conceived and launched the Consortium Standards Bulletin, a monthly eJournal of news, ideas and analysis on the topics of consortia and standard setting. The CSB is sent to a large and rapidly growing list of subscribers at major corporations, government agencies and universities throughout the world. Other sections of the site include the Standards MetaLibrary, with over 1,000 categorized and abstracted articles, and the Standards Blog, which attracts up to 100,000 visitors a month. Besides his efforts at the ConsortiumInfo.org Website, he writes and speaks frequently both domestically and internationally on topics involving standards, open source software and consortia.

Mr. Updegrove is a graduate of Yale University and the Cornell University Law School. He is a certified mediator, and is a member of both the Panel of Mediators of the Massachusetts Software and Internet Council and the World Intellectual Property Organization (WIPO) Arbitration and Mediation Center's List of Arbitrators, Mediators and Experts. Outside the office, he has been a director of the Gloucester Stage Company, the Treasurer and a Director of the Vinalhaven [Maine] Land Trust, and the Moderator of the Old North Church in Marblehead. In a prior life, he was the founder and owner of a successful architectural stained glass studio.  He continues to be the adoring father of a 16 year-old daughter and the loving husband of a wife whose age is better left unstated.

Andrew Updegrove

SELECTED PUBLICATIONS, SPEECHES AND SEMINARS

Monthly - Standards Today (formerly the Consortium Standards Bulletin), a bi-monthly eJournal of news, ideas and analysis on the topics of standards and standard setting. Standards Today is distributed electronically to over 7,500 subscribers. The February - March 2008 issue is the 54th installment. For a free subscription, click here.

November 7, 2008 - Panelist, The Power of Procurement conference in Brussels, Belgium, speaking on government procurement practices in the area of information and communications technology

August 8, 2008 - Article, Second-Mover Advantage in Green Design, in MHY, the Journal of New England Technology

May 16, 2008 - Article, Some Recession Advice for the Startup CEO, in MHT, the Journal of New England Technology

March 14, 2008 - Article, iPhones and App Stores: Steve Jobs Does it Again, in MHT, the Journal of New England Technology

February 8, 2008 - Article, Going Mobile: The Year of the Smartphone Startup, in MHT, the Journal of New England Technology

December, 2007 - A Guide and Review of Government Interoperability Frameworks, United Nations Development Programme Study Group on eGovernment Interoperability (co-author, and member of the UNDP Study Group)

October 26, 2007 - Editorial, Measuring the Value of Software Patents Versus Innovation, Mass High Tech — The Journal of New England Technology.

September 2007 - The Golden Mean (The Standards Edge Series, Vol 5), Sherrie Bolin, ed. (Sheridan Books, Ann Arbor, MI). Contributed chapters: "A Work in Progress: Government Support for Standard Setting in the United States, 1980 - 2006" and "The Yin and Yang of China's Trade Strategy: Deploying an Aggressive Standards Strategy under the WTO"

August 2007 - Structuring Equity Compensation, Bonuses, and Employment Contracts for Management Team Executives of VC Funded Companies, ReedLogic videos

July 13, 2007- Editorial Massachusetts and Open Office XML: The World is Watching, MHT, The Journal of New England Technology

June 4, 2007- Article, ICT Standard Setting Today: a System Under Stress, First Monday, a peer-reviewed Internet journal. Issue title: Cyberstructure for Collaboration and Innovation.

May 31, 2007 - Article, "Essentials of Legal Blogging," republished in TechnoFeature

May 2007 - What Venture Capital Deal Terms Mean for the Entrepreneur, ReedLogic videos

May 2007 - Boston Bar Journal: "Essentials of Creating a Successful Legal Blog"

November 17, 2006 - Op/Ed article for MHT, the Journal of New England Technology: A State's Sordid Treatment of Two Public Servants

October 27, 2006 - Annual Mass All Stars issue of Mass High Tech: Some Likely Wellsprings for the All-Stars of Tomorrow

December 2005 - The Standards Forum and Standards Actions, a monthly eJournal of the Department of Energy, Editorial:  A Call For Greater Collaboration

November 21, 2005 - Mass High Tech Guest Column: State House: City on a hill or Tammany Hall?, on an impending technology battle in the Massachusetts Legislature

September 26, 2005 - Mass High Tech: Guest Commentary: Regional Disadvantage: Technologists Don't see the Big Picture"

September 2005 - Display Standard (Vol. 1, No. 3). “A Call for Greater Collaboration”

August 2005 - Display Standard (Vol. 1, No. 2). “Coping with an Expanding Universe of Information”

June 2005 - Future Generation (The Standards Edge Series, Vol. 4), Sherrie Bolin, ed. (Sheridan Books, Ann Arbor, MI). Articles: "Who Should Govern the Internet?" and “A Look Into the Future”

May 2005 - Display Standard (Vol.1, No.1). Editorial: “Standards Matter”

December 2004 - Open Source - Open Standards (The Standards Edge Series, Vol 3), Sherrie Bolin, ed. (Sheridan Books, Ann Arbor, MI). Article: "Open Source Comes of Age"

November/December, 2004: Standards Engineering, the Journal of the Standards Engineering Society (Vol. 56, No. 6): "Finding Order in a Chaos of Consortia"

December 2003 - Dynamic Tension (The Standards Edge, Vol 2), Sherrie Bolin, ed. (Sheridan Books, Ann Arbor, MI). Two articles: "Best Practices in Standard Setting" and "Darwin, Standards and Survival"

August 25, 2003 - Mass High Tech: " Guest Commentary: Why you should care whether the Supreme Court intervenes in Standards Case "

June 2003 - Indus Business Journal (Volume 3, No. 6), FOCUS: Venture Capital: " First-timers Take Heed - Lawyers Can Help Land Plump Deal "

December 2002 - The Standard's Edge,  Sherrie Bolin, ed. (Sheridan Books, Ann Arbor, MI).  Three articles: "Evaluating Whether To Join A Consortium", "Maximizing The Value of  Consortium Participation" and "Is there A Need For Government Regulation Of The  Standard Setting Process?"

April 18, 2002 - Written testimony submitted at joint hearings of the Department of Justice and Federal Trade Commission on Competition and Intellectual Property Law and Policy in the Knowledge-Based Economy : " Observations on the Current Dynamics of Consortium Standard Setting "

April 18, 2002 - Written testimony submitted at joint hearings of the Department of Justice and Federal Trade Commission on Competition and Intellectual Property Law and Policy in the Knowledge-Based Economy :" Is There a Need for Government Involvement in the Standard Setting Process? "

January 2002 - GU Publications: " Where's the Money? A Survey of Massachusetts Venture Capital Funds "

Sept/Oct, 1999 - Florida Business Insight (Volume. 3, Number 5): "Breaking Up the Lawyers' Monopoly on Legal Services"

February 5, 1999 - Washington Legal Foundation (Volume.14, Number. 5): "Time to Break Up the Lawyers' Monopoly on Legal Services" [Position Paper circulated to legislators, bar associations, etc. nationally]

Summer, 1997 - Lawyers' Business Journal: " The Law Firm of the Future " [Reprint of Recorder article]

October, 1996 - Intellectual Property [magazine] [San Francisco, CA] (Page 4):" Firms of the Future " [Reprint of Recorder article]

June 24, 1996 - Legal Times [of Washington, D.C.] (Page S51): "Quiet Revolution in Business Law"

June 12, 1996 - The [San Francisco] Recorder (Page 4): " Firms of the Future "

December, 1995 - StandardView (Volume 3, Number 4):" Standard Setting and Consortium Structures "

May, 1995 - Geo Info Systems (Volume 5, Number 5):" Setting Standards on Firm Foundations: Consortia Structures and Consensus Building"

June, 1994 - Kennedy School/National Institute of Standards and Technology" Consortia and the Role of Government in Standard Setting "

March, 1994 - Computer Lawyer (Volume 11, Number 3) " Forming and Representing High-Technology Consortia: Legal and Strategic Issues "

December, 1993 - IEEE MICRO (Page 52): " Forming, Founding and Funding Standard-Setting Consortia "

Sep/Oct, 1993 - Mergers and Acquisitions Today (Page 4-7):" Selling the Software Company "

February, 1993 - Software Success (Volume 7, Number 2): " Project/Royalty Financing - A New Approach to Software Investments "

September, 1989 - BCS Enterprise: "Industry Associations" (Boston Computer Society Consultants and Entrepreneurs Group Journal)

February, 1988 - High Technology Business (Page 17): "Investors Gain Clout: New Rules Give Venture Capital Greater Control"

April, 9, 2008 - Oral and written testimony to the Texas Legislature on the importance of open document formats

February 26, 2008 - Interview by Sean Daly of Groklaw at OpenForum Europe, in Geneva, Switzerland, on the importance of the outcome of the OOXML Ballot Resolution Meeting then being held

September 18, 2006 - Author, friend of the court pro bono brief filed with the Federal Trade Commission providing guidance on penalties to be administered to Rambus, Inc. for abuse of the standards process.

April 16, 2004 - Author, "friend of the court" pro bono brief filed with the Federal Trade Commission on behalf of eleven major standard setting organizations (representing over 8,600 companies, universities and government agencies) seeking the reversal by the FTC of the decision of an Administrative Law Judge favoring Rambus, Inc. The FTC's decision in this action will have profound consequences for all standard setting organizations and their members.

October 26, 2003 - Mass High Tech "Updegrove Makes a Legal Case for Tech Standards Groups", honoring Andrew Updegrove as the recipient of the 2003 Mass High Tech All-Stars Award in the legal category for his work with standards consortia.

August 5, 2003 - Author, "friend of the court" pro bono brief filed with The United States Supreme Court on behalf of 10 major standard setting organizations (representing over 8,600 companies, universities and government agencies), in an effort to influence the outcome of Infineon v. Rambus, one of the most significant recent cases involving standard setting.

March 14, 2003 - Author, "friend of the court" pro bono brief filed in The United States Court Of Appeals for The Federal Circuit on behalf of six major standard setting organizations (representing over 850 companies, universities and government agencies), in an effort to influence the outcome of Infineon v. Rambus, one of the most significant recent cases involving standard setting.

February 25, 2003 - "@Internet Speed" Boston's WBIX Business Radio 1060am . Interview was part of news talk show "Market Wrap"on companies, people, and trends shaping e-Business.

April 18, 2002 - Testimony at joint hearings held by the Justice Department and the Federal Trade Commission on "Competition and Intellectual Property Law and Policy in the Knowledge-Based Economy," speaking on the subject of consortium and standard setting organization intellectual property policies, licensing terms and standards adoption processes

February 7, 2000 - Massachusetts Lawyers Weekly (28 M.L.W. 1259, Page B5): "Member on the Move" Interview

March, 1991 - InKnowVation (Volume V, Number 7-8): "Handling Software Investment: A Suggested Approach" (Story/interview based on royalty based finance article in the Technology Law Bulletin )

November 19, 1990 - Private Placement Letter (Volume 8, Number 22): "New Approach to Software Investing" (Story/interview based on royalty based finance article in the Technology Law Bulletin )

November 27, 1989 - Soft*Letter (Volume 7, Number 11): "Why Venture Money is Harder to Find" (Interview/story following up on earlier Technology Law Bulletin Article )

June 13, 2008 - Panelist at the Fifth Annual E-Commerce Best Practices Conference at Stanford Law School (Topic: Patent Best Practices of E-Commerce Businesses)

April 22-23, 2008 - Co-moderator at the Linux Foundation's 2008 Legal Summit for in-house counsel, at Schaumberg, Illinois.

April 9, 2008 - Co-moderator, "Open Source Legal Issues for Non-Lawyers" workshop at the Linux Foundation Collaboration Summit in Austin, Texas

March 25, 2008 - Panelist, "Open Source Business Conference (OSBC)" in San Francisco, quizzing Microsoft General Counsel Brad Smith on Microsoft's position on patents and interoperability

March 19, 2008 - Co-presenter in Webinar, Trends in Recent Open Source Legal Cases with Dan Ravicher, Legal Director of The Software Freedom Law Center

March 13, 2008 - Moderator at "Open Source Mobile" workshop in San Francisco (Topic: Open and closed content and the interaction of digital rights management with mobile open source software)

February 26, 2008 - Keynote panelist at Open Forum Europe event in Geneva, Switzerland (Title: Standards and the Future of the Internet)

November 28, 2007 - Keynote Speaker, moderator and panelist in Beijing, China, at "IP China 2007," sponsored by the Ministry of Information Industry and the Ministry of Science and Technology (Topic: Finding the proper balance between public technical standards and private intellectual property)

October 25 - 26, 2007 - Co-moderator of the Linux Foundation Legal Summit, in Boston, Massachusetts (Summit focus: building a legal defense infrastructure for Linux and evolving intellectual property rights policies optimized to support open development models)

September 20, 2007 - Speaker at "SD Best Practices 2007" (Topic: Open Source and Freedom: Why Open Standards are Crucial to Protecting Your Linux Investment)

June 20, 2007: Organizer and moderator of Global Standard Setting 2007, the third annual ANSI-sponsored conference bringing together C-Level managers of accredited standard setting organizations and consortia

June 13 - 15, 2007 - Moderator, legal issues panel at the first Linux Foundation Collaboration Summit, Mountain View, California

May 30, 2007: Speaker and moderator in Beijing, China at "U.S. – China Symposium on Active Industry Participation in Standardization," a conference jointly sponsored by the American National Standards Institute and the Standards Administration of China (Topic: "Non-Accredited Processes and their Role in the Global Economy")

April 18 - 20, 2007: Keynote Speaker in Beijing, China, at "Government Interoperability Frameworks for Asia Pacific Countries," a conference organized by the United Nations Asia Pacific Development Programme and the Open Content and the International Open Source Network

April 18, 2007 - Keynote Speaker in Beijing, China, at "Government Interoperability Frameworks for Asia Pacific Countries," organized by the United Nations Asia Pacific Development Programme and the Open Content and the International Open Source Network

April 17, 2007: Speaker in Beijing, China, at a conference sponsored by China's Ministry of Commerce, Sun Microsystems, and China's State Intellectual Property Office. The conference is titled Building Economic Strength and Social Benefit: Openness as a Collaborative Advantage.  (Topic:"Current Infrastructure: Myth vs. Reality")

November 3, 2006 - Keynote Speaker at "Open Standards, IPR and Innovation," a conference in Beijing, China, sponsored by the Chinese National Institute of Standardization (Topic: "Definitions and Values of Open Standards")

October 20, 2006 - Discussion leader at "User Perspective on OpenDocument Format (ODF)", a TransAtlantic Consumer Dialogue (TACD) conference hosted by the Berkman School for Internet & Society, Harvard Law School. The TACD is a consultative forum to the United States Government and the European Commission

June 20 - 21, 2006 - Moderator at an Open Forum for Standards Developers in New York City, organized by the American National Standards Institute (ANSI)

June 1, 2006 - Speaker representing the Free Standards Group, of which he is a director, at a meeting convened by the ISO and IEC in Geneva, Switzerland on "Patent and Copyright Policies - New Challenges." (Topic: The Intersection of Open Source and Open Standards)

May 25, 2006 - Presenter in a Webinar presented by the Open Legal Standards Initiative as part of a symposium on Legal Process Metrics Innovation

May 2, 2006 - Presenter and moderator at a Massachusetts Technology Leadership Council program titled "Tech Trends: Evolving Technology Standards"

March 28, 2006 - Speaker and moderator at a meeting of the Massachusetts Government Information Systems Association. (Topic: the current controversy over implementation of the OpenDocument Format (ODF) standard).

March 13-14, 2006 - Panelist at a conference focusing on policy and economic issues relating to developing open standards for e-Health and manufacturing applications, organized by and held at the headquarters of the National Institute of Science and Technology (NIST)

March 2, 2006 - Panelist, Boston PHP, addressing the intersection of open source software and open standards.

February 15, 2006 - Moderator at Open Source Business Conference, San Francisco (Panel topic: "Open Source and Standards Revisited")

October 11, 2005 - Featured speaker and a case study panelist, WPI Venture Forum (Topic: "Common Entrepreneurial Mistakes")

October 6, 2005 - Speaker in Washington, D.C. at the Annual Conference of the American National Standards Institute (ANSI). Conference theme: "Standardization and the Law." (Topic: "Current Issues in Intellectual Property Law and Open Source Software")

October 5, 2005 - Speaker and moderator at a conference held in Washington, D.C. during World Standards Week, titled "Standard Setting in a Changing World: The growing influence of Europe and Asia." The firm and ConsortiumInfo.org helped organize and were co-sponsors of the conference

September 22 - 23, 2005 - Speaker at a conference at Stanford Law School entitled "Standardization and the Law: Developing the Golden Mean for Global Trade." (Topic: "Societal and Economic Implications of International and Legal Standards")

May 23, 2005 - Featured speaker at the monthly "Seat at the Table" series, speaking on the topic "What Directors Need to Know about Standards."

May 4, 2005- Speaker at Location Technology and Business Intelligence 2005, an industry conference held in Philadelphia. (Panelist, "Location Technology-Business Intelligence Obstacles - Interoperability & Collaboration" and closing plenary session: "From Location Technology to BI - Emerging Technology Trends.")

April 19, 2005 - Panelist in Tucson, Arizona at the American National Standards Institute Company Member Forum conference. (Program topic: "Standards Future Shock.")

April 3, 2005 - Speaker at the annual meeting of the Association of Aerospace Standards Uses at the Kennedy Space Center. (Topic: Recent Legal Developments in the Standards Area.)

March 11, 2005 - Speaker at "Perspectives on Best Practices in Technology Standards Setting", at MIT. ConsortiumInfo.org is a sponsor of this event. (Topic: "Best Practices in Creating a Technical Process.")

February 9, 2005 - Speaker in the University of Massachusetts Advanced Technology & Manufacturing Center's Entrepreneur's Speaker Series. (Topic: 10 Critical Legal Questions for any Startup.")

October 18, 2004 - Speaker at the Annual Meeting of the Licensing Executives Society (USA and Canada). (Topic: "From Life Sciences to Telecom: What you Need to Know About Standard Setting Organizations and Consortia.")

September 16, 2004 - Speaker at "The Future of Standards Setting - Legal, Marketplace, and Consumer Implications," a conference held in Washington D.C. and organized by the United States Chamber of Commerce (Topic: "Will Clearer Rules in Standards Setting Solve all Problems?")

September 14, 2004 - Wrap-up speaker at "Open Source - Open Standards," in Scottsdale, Arizona, a conference organized and sponsored by leading open source organizations and vendors.

August 17, 2004 - Speaker in Ottawa, Ontario, at the Annual Meeting of the Standards Engineering Society (Topic: "Standards Trends of the Future.")

February 2, 2004 - Keynote Speaker at the three-day 2004 Annual Meeting of the Standards Publishers Advisory Board, in Clearwater, Florida, addressing the conference's theme of "Twenty-first Century Standards Trends". Attendees at the conference included representatives of over 45 of the most influential standards bodies around the world.

November 20, 2003 - Panelist, MIT Concept Clinic.

June 17, 2003 - Featured speaker at "Managing Effective International Channels", a seminar sponsored by LGU, Silicon Valley Bank and The York Group in Newton, MA. (Topic: "International Channel Legal Issues")

April 29, 2003 - Featured presenter: "What Rambus v. Infineon Means To You - A Crucial Case For Standards Groups," webinar sponsored by Virtual Inc

December 12, 2002 - Featured speaker, "The Nature and Future of ICT Standardization", a two-day conference sponsored by MIT, the US Department of Commerce, and the Information Technology Industry Council (Topic: "Evolving the Governance and Structure of Consortia to Maximize the Effectiveness of Standard Setting")

November 15, 2002 - Speaker and Moderator, "Consortia and Standard Setting," Massachusetts Continuing Legal Education conference on E-Commerce and the Internet

November 7, 2002 - Speaker, "What You Need to Know About Antitrust Laws and Consortium Participation" International Imaging Association Annual Meeting, Long Boat Key, Florida

September 25, 2002 - Panelist, presentation on the current state of Venture Capital investing in New England CapitalVenue

July 22, 2002 - Speaker, "Intellectual Property Rights Policies: a Call to (Lay Down) Arms". The Open Group conference, "Boundaryless Information Flow: The Role of Web Services"

March 7, 2002 - Speaker, "The ABCs of Angel Investing" Seminar for State Street Bank Global Advisors private asset managers

March 5, 2002 - Speaker, "Where's the Money? A Survey of Massachusetts VC Funds," investor seminar organized by Stybel-Peabody Lincolnshire

May 17, 2001 - Organizer and Facilitator, "Entrepreneur Peer-to-Peer Forum for High Tech Executives" co-sponsored with Grant Thornton. An executive round table event for CEOs, CFOs and Presidents of emerging companies

November 9, 2000 - Speaker, "Merger, Acquisition, Fund-Raising or IPO? How Will Your Company Grow?" (Topic: "Capital Structures and Planning for a Transaction") All day seminar co-sponsored by RCW Mirus, the Massachusetts Telecommunications Council, Massachusetts Software and Internet Council, MIMC and Boston Digital Industry

October 25, 2000 - Speaker, "Intellectual Property Rights and Standardization Forum," in Washington, D.C. (Topic: "Attributes Leading to the Success or Failure of Consortia") All day Government/Industry conference sponsored by the OpenGroup

October 12, 2000 - Panelist, "Raising Capital in the Explosive Telecom Industry" (Topic: "Business and Legal Perspectives on Raising Capital") Massachusetts Telecommunications Council

September 6, 2000 - Panelist, MIT Startup Clinic

May 10, 2000 - Speaker, "Standard Setting Organizations-Issues and Trends" MA Bar Association HighTechnology Practice Group

March 1, 2000 - Presenter, "The Law of the Internet in Massachusetts" All day seminar presented by the National Business Institute

March 1, 2000 - Presenter, "Setting Up a Business in Cyberspace" The People's Law School Seminar Series, cosponsored by the Boston Bar Association and the Boston Public Library

January 12, 2000 - Panelist, "Charting a Successful Career Path" Boston Bar Association Young Lawyers seminar

December 1, 1999 - Organizer and panelist, How to Develop and Use a Board of Directors or Advisors" Massachusetts Telecommunications Council

September 9, 1999 - Organizer and presenter, seminar on the impact of new FASB Opinion 25 on non-employee and director stock options; sponsored by EmployeeService.com

September 8, 1999 - Moderator, "What Makes a Company Attractive to Investors?" Massachusetts Telecommunications Council

March 9, 1999 - Organizer, moderator and presenter, "Mergers & Acquisitions for Technology and High-Growth Companies" All day seminar given by the Cambridge Institute

March 1, 1999 - Presenter, "Management, Team Building and Compensation Issues" (topic: "Allocating Equity, Compensation and Responsibilities among Founder Groups") Massachusetts Telecommunications Council

January 25, 1999 - Moderator, "How and When to Build a Sales and Marketing Force" Massachusetts Telecommunications Council

July 7, 1998 - "Starting up a New Company the Right Way" Harvard [University] Entrepreneurial Group

April 6, 1998 - "Dos and Don'ts for the Emerging Company" Silicon Valley Bank Executive Seminar

January 13, 1998 - "What to Do - and Not Do - to Get Ready to Successfully Sell Your Company" Massachusetts Telecommunications Council (Moderator/Organizer)

1993 to 1997 - Moderator, Multimedia forum, Counsel Connect on-line legal service

May 21, 1997 - "Structuring Mergers and Acquisitions - Gaining the Advantage" Seminar sponsored by Arthur Anderson and others on valuations and acquisitions

May 3 - 4, 1997 - Featured speaker at Fusion '97', the Microsoft Business Partners convention in Orlando, Florida. Several presentations on "Mergers and Acquisitions , " and "Effective Business Plans"

May 2, 1997 - "The Who, What, When, Where, Why (and How) of Mergers and Acquisitions" Seminar for divisional presidents of Fortune 100 multinational company growing rapidly by acquisitions

March 3, 1997 - Texas Lawyer: "Is Your Firm Led or Managed?"

December 16, 1996 - New Jersey Law Journal (Page 36): "Big Six Horns In" [reprint of following article]

November, 1996 - The American Lawyer: "Big Six Horns In" [on large accounting firms competing with law firms for legal business]

November 13, 1996 - Massachusetts Telecommunications Council (Moderator/organizer): "Speeding the Sales Cycle - Getting Legal to work with Sales"

October, 1996 - The American Lawyer: "Deadwood or Betrayed Trust?"

October 15, 1996 - New Exporters to Border States presentation: "Accessing the United States Software Market ; " Canadian Consulate, Boston

September 23, 1996 - Legal Times [of Washington, D.C.]: "Rainmakers and Deadwood"

August, 1996 - Corporate Counsel: "A Piece of the Action"

June 24, 1996 - Legal Times [of Washington, D.C.]: "The True Meaning of Partnership"

June 14, 1996 - The [San Francisco] Recorder: "Would You Walk a Mile for Joe Camel?" [on the propriety of representing tobacco companies]

June, 1996 - Counsel Connect: "Virtual Book Tour: Multimedia Law and Business Handbook" Panelist in on-line seminar

March 26, 1996 - Massachusetts Bar Association Panelist: Job Opportunities for Young Lawyers

February 29, 1996 - Massachusetts Telecommunications Council (Moderator/organizer): "Free Speech on the Internet"

February 19, 1996 - Legal Times [of Washington, D.C.] (Page 44): "PR Firms: Any Bang for Your Buck?"

November 27, 1995 - New Exporters to Border States conference: "Accessing the United States Software Market ; " Canadian Consulate, Boston

November 15, 1995 - Massachusetts Telecommunications Council (Moderator/organizer): "Annual Regulatory Update"

August, 1995 - Counsel Connect: "Starting a Law Firm" Panelist in on-line seminar

April 4, 1995 - Massachusetts Software Council: "Legal Guidelines for Venture Capital and Private Placement Financings"

April 1995 - The American Lawyer: "A Marketplace in Turmoil" (exchange edited by Stephen Brill and Karen Dillon)

February 15, 1995 - Massachusetts Telecommunications Council (Moderator/organizer): "Emerging Telecom Company Issues"

October 5, 1994 - Massachusetts Telecommunications Council (Moderator/organizer): "International Issues Facing the Telecommunications Industry"

June 16, 1994 - National Institute for Standards and Technology (NIST)/ Kennedy School; presenter at Washington, D.C conference on Standard Setting for the National Information Infrastructure: "Lead, Follow (or Get Out of the Way): The Role of Government in Standard Setting"

March 29, 1994 - Massachusetts Software Council: "Legal Disclosure Rules in Financings"

March 2, 1994 - Massachusetts Telecommunications Council (Moderator/organizer): "Legal Issues Impacting the Telecommunications Industry"

February 15, 1994 - Canadian New Exporters to Border States Group: "Some Observations (and Suggestions) Regarding the Software Industry"

August 24, 1993 - Ontario Software Exporters Seminar: "Financing Strategies for Software Companies"

April 30, 1993 - Software Industry Association of Nova Scotia (Halifax): "Lessons to be Learned from the US Software Industry"

March 16, 1993 - Harvard/Kennedy School of Government Working Group on Technology and Innovation: "Legal and Structural Issues of Establishing High Technology Consortia"

January 30, 1993 - Massachusetts Bar Association Midyear Meeting: "Organizing and Financing Start-up Companies"

August 16 - 17, 1992 - Consortia Conference participant, Squaw Valley, Nevada: "Legal Aspects of Consortia Organization and Operation"

July 22, 1992 - Object Management Group/ObjectWorld Trade Show and Conference (San Francisco): "Legal Aspects of Object Oriented Programming"

March 26, 1992 - LORAC Group seminar: Solutions and Strategies for Software Companies: "Creative Financing for Software Companies"

March 3, 1992 - Ontario Software Exporters Conference: "Finding Venture Capital"

December 19, 1991 - Boston Computer Society: Consultants and Entrepreneurs Group: "Legal Issues in Partnering, International Expansion and Funding"

November 19, 1991 - 88open Consortium European Annual Meeting (Amsterdam): "Gaining Access to the US Software Market"

January 13, 1991 - Inventors Association of New England: "Financing Product Development through Royalties"

October 23, 1991 - Seminar for visiting Nova Scotia Technology Partners on "Current Issues in the Software Industry"

September 23, 1991 - "Softworld" conference and CADAPSO annual meeting in Vancouver, Canada: "Royalty Based Financing"

June 14, 1991 - Seminar for visiting New Brunswick Technology Partners on "Current Issues in the Software Industry"

March 27, 1991 - Seminar for Connecticut Innovations, Inc., a Connecticut quasi-public development fund, and local venture capitalists, on royalty based financing techniques

March 13, 1991 - Government of Ontario Software Product Conference; "Royalty Based Financing"

February 27, 1991 - 88open Consortium Ltd. Annual Meeting Conference (San Jose, California): "Shrinkwrapped Software Licensing Issues"

February 14, 1991 - 128 Venture Group: "Royalty Based Financing"

January 30, 1991 - Massachusetts Continuing Legal Education seminar: "Intellectual Property for the Business Lawyer (Performing Due Diligence on Technology Companies)"

January 15, 1991 - Boston Bar Association/High Tech Subcommittee seminar: "Royalty Based Financing"

November 30, 1990 - Boston Computer Society Consultants & Entrepreneurs' Group: "Solving the Problems of Early-Stage Growth"

April 7, 1990 - SBANE/SBA sponsored seminar: "Marketing and Selling Professional Services"

January 22, 1990 - BosTEN combined CEO roundtable group meeting: "Recent Changes in Patent and Licensing Laws and Their Impact on Business Strategies"

November 30, 1989 - MIT seminar: "Stock, Money and Control"

November 1, 1989 - Boston Chamber of Commerce Business Expo seminar: "The Search for Equity Capital" (Private Placements and Initial Public Offerings)

September 6, 1989 - ProMicro(Boston): "Venture Capital Financing-When to Look for It, How to Prepare for It, and How to Live with It"

June 8, 1988 - Seminar for Growing Companies: "Sources and Techniques of Second-Round Financings"

December 12, 1987 - Boston Business Club: "Sources and Structures of Financing"

October 15, 1987 - Boston Bar Association: "Financing For Growing Companies (Negotiating the Venture Capital Deal)"