POSITION DESCRIPTION Position Title: Legal Counsel (IP) Previous Incumbent: N/A Business Unit: Legal & Governance Location: Napa Position Number: TBC Manager’s Name: Anna Gibson Manager’s Title: Global Head of IP FLSA Status (US specific): Exempt Full Time/Part Time Full Time Financial Dimensions (if applicable) N/A Value ($): Direct Reports to this Role NIL Total Number of Reports NIL Purpose of Role (In one or two sentences, why does this role exist?) To provide: 1. Specialist advice with respect to the management and enforcement of TWE’s global IP portfolio. TWE currently manages approx. 4000 ‘live’ trademarks in over 150 countries, as well as a number of patents and designs. A significant portion of these assets are US based. 2. Fast, effective and valuable legal solutions, including trade mark clearance advice, infringement advice, marketing approvals and ensuring compliance with relevant laws and regulations – with a focus on the US. 3. Drafting and advising on IP related contracts, including licences, assignments, coexistence and settlement agreements etc. 4. IP litigation support, where appropriate. 5. Creating an awareness and understanding of IP policies and procedures through regular training programs and stakeholder engagements. 6. Strategic portfolio reviews and rationalisation, including regular gap analyses with related brand teams. 7. Supporting the wider legal team on general commercial matters, where needed – for example, drafting and advising on third party service contracts as well as marketing compliance issues. Key Responsibilities/ Accountabilities: In coordination with the Global IP and Legal teams, key responsibilities will be to: Provide advisory services in relation to TWE’s global IP portfolio Arrange protection for new intellectual property assets, where possible and appropriate Managing objections or issues raised by national Trade Mark Offices under the prosecution process - Managing oppositions or invalidations to IP registrations owned by TWE or by other third parties Manage renewals of IP assets in consultation with the Marketing department Monitor brand registrations to anticipate vulnerability to removal for “non-use” Undertaking clearance searching and advising the business on new brand names and innovations availability and related infringement risks Drafting and advising on IP related contracts, including licences, assignments, coexistence agreements, settlements, and sponsorship agreements (among others) Co-ordinating to budget the use of external legal advisers, as appropriate In collaboration with TWE Legal, manage disputes arising in relation to intellectual property issues Assess new marketing proposals and actively participate in internal clearance processes Maintain, update and communicate TWE’s registers of co-existence, licence and settlement agreements Assisting in the development of policies, procedures and training programmes for the US business To continuously improve the intellectual property function and to develop new practices and procedures as necessary to provide an excellent service to internal customers What are the key decisions made in this role? - Timely escalation of significant issues to Anna Gibson (Global IP) and/or other senior executives, as appropriate - Influencing senior management to understand and buy into IP initiatives and proactively engaging crossfunctionally to maintain relevant information flow - Determining best approach to achieving commercial objectives and effecting change by overcoming organisational, cultural and other barriers What are the key challenges faced by this role in meeting goals/objectives? - Provide prompt and accurate advice to numerous internal stakeholders in a pragmatic, clear and concise manner Demonstrate a personal commitment to quality, responsiveness and attention to detail Ensure strong communication, negotiation and drafting skills are practiced and maintained Act autonomously and effectively prioritise competing matters IP budget cost management – including accurate tracking and forecasting of expenditure Ability to communicate and engage quickly and accurately across a global organization Key Relationships (Who does the role interact with?) - - Internal External - - All members of Legal and Governance Executive Team including Senior Executives and Business Unit Heads Brand and NPD teams External legal firms and trade mark attorneys (TWE has a network of over 100 agents managed through a ‘central hub’ firm based in Melbourne) Regulatory authorities including trademarks offices Customers, suppliers and other brand owners Qualifications and Experience: Qualifications/ Memberships: Experience, Competencies & Skills: - Juris Doctor and California bar membership - High calibre candidate with at least 3-5 years’ experience in managing global intellectual property portfolios within either a law firm or trade mark attorney firm - Trade mark searching skills to effect brand clearance globally Experience advising on infringement risks, risk mitigation and the management of related disputes IP contract negotiation and drafting Familiarity with wine and alcohol laws and regulations – focus on the US Understanding TTB’s labelling requirements and the Certificate of Label Approval (COLA) application process - Demonstrated ability to learn quickly, to understand the business and provide fast effective legal solutions to commercial problems - Demonstrated commercial acumen and a straight forward pragmatic approach with excellent interpersonal and communication skills - Ability to act autonomously as required - Excellent leadership and engagement skills - Strong communicator, both technical and business - Demonstrate a strong sense of accountability and urgency - Demonstrate an ability to work under pressure, to manage a number of competing matters and stakeholders and to be an effective member of a global team Our Growth Behaviours Be Focussed What does it look like? We believe success comes from focusing on the most important things Creating clear priorities and sticking to them Allocating time and effort to these priorities What does it look like? Belief Inspiring consumers to choose our wines We believe success comes from believing in what we do. Actions come from belief. Inspiring colleagues to believe in themselves Inspiring customers and partners to have confidence and invest with us Staying true to our Company vision What does it look like? Trust We believe trust is fundamental to success. Showing positive intent Acting authentically and with integrity Holding yourself & others accountable Giving feedback Actively listening What does it look like? Collaborate to Win We believe by genuinely working together, we will win. Working together to achieve shared goals Deep collaboration to achieve the same objective Sharing knowledge, learning together and building consensus Collaborative problem solving Letting go of personal agendas in the interests of others First name: Anna Role description developed by: Last name: Gibson Position title: Head of IP Date: 2017
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