Your engineers are shipping code. Your legal team shouldn't be losing sleep.

As financial institutions aggressively adopt open-source software and generative AI, their exposure to patent assertion entities (often known as "patent trolls") and IP litigation skyrockets. You cannot afford to let patent risks derail your engineering velocity.

Join the experts from the Open Invention Network (OIN) and peer financial institutions for a strategic, closed-door session on how to legally inoculate your bank. Learn how the industry is banding together to share prior art, invalidate predatory patents, and build a protective cross-licensing shield around the open-source technologies you rely on every day.

Workshop Description & Focus Areas

In this session, we will explore actionable, multi-elemented strategies for ensuring patent risk mitigation in OSS and beyond, including:

• Participation in Organized Communities Designed to Innoculate Companies from Patent Litigation - eg. Open Invention Network (OSS-centered cross license), Unified Patents (Open Source Zone), LOTNetwork (Broadbased Anti-Privateering - not OSS specifc), Ad Hoc Licensing Initiatives designed to Limit Licensing Fees (Group Licensing at what is often a Dramatically Reduced Rate that Takes Advantage of Efficiencies), SAIL (soon to be launched generic OIN-style Patent Cross License focused on Foundation Models and is not OSS-specific)
• Prior Art Identification through External Relationships (OIN)
• Post-Grant Invalidation - Ex Parte Reviews Designed to Invalidate Existing Patents that Allege to Read on OSS Technologies
• Use of OIN's Uniquely Expandable Linux System Definition (which determines the scope of cross license benefits/obligations among OIN Community Members), which allows for Unrivaled Patent Risk Clearance from the Thousands of Licensee Companies in OIN's Growing Licensee Community
• Pre-Issuance Submissions - identification of prior art designed to limit claim scope or trigger outright rejection of patent applications focused on core OSS technologies
• Participation in OSS Legal/IP Regional and National Forums to ensure the sharing of best practices and the creation of networks designed to facilitate collaboration in and around patent risk mitigation (also copyright compliance/governance) that mirrors the technical collaboration model that underlies OSS innovation.
• In addition to the foregoing discussions, the workshop will include testimonials from a leading company in the banking & financial services sector outlining its own multi-elemented strategies and experiences in ensuring patent risk mitigation in OSS and beyond

Who Should Apply?

This session is designed for the legal, risk, and governance leaders protecting the bank's technology strategy:

• General Counsel & IP Lawyers: Who manage enterprise patent portfolios and defend against assertion claims.
• OSPO (Open Source Program Office) Leaders: Who need to ensure their bank's contribution and consumption policies are legally sound.
• Technology Risk Officers: Who assess the enterprise liability of adopting foundation models and new cloud-native infrastructure.

Logistics & Application

• Date: Wednesday, April 15, 2026
• Time: 8:30 AM – 1:00 PM ET
• Location: Toronto Financial District (Venue details provided upon acceptance)
• Cost: Free for approved applicants (Standard Value: $500)

Note: Due to the hands-on nature of this session, seating is strictly limited to 30 participants. Priority will be given to individuals from FINOS Member financial institutions and regulated industries.