Trademark Administrators Certificate Program: Intermediate Course

Trademark Administrators Certificate Program: Intermediate Course

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The Intermediate Course of the Trademark Administrators (TMA) Certificate Program is designed for TMAs seeking to deepen their expertise and broaden their strategic impact. Early career professionals and attorneys aiming to refine their skills in global trademark practice and complex IP management will find this course particularly valuable.

This course is divided into ten chapters, each focusing on different aspects of trademark administration and intellectual property strategy:

  • Chapter 1: Day-to-Day Operations of a Trademark Administrator
  • Chapter 2: Genesis of a Trademark: Brand Creation
  • Chapter 3: Trademark Screening and Clearance Analysis
  • Chapter 4: The Application Process: The U.S. and the Madrid System
  • Chapter 5: Tackling Office Actions and IPO Inquiries
  • Chapter 6: Infringement: From Policing to Enforcement
  • Chapter 7: Domain Name & Dispute Resolution
  • Chapter 8: Assignments, Notarization, and Legalization
  • Chapter 9: Typical Agreements and Licensing in Trademark Practice
  • Chapter 10: Emerging Trends

Guided by our expert member instructors, you can expect to gain practical insights into:

  • How brands evolve into trademarks and the strategic considerations behind their creation.
  • Global trademark systems and the nuances of cross-border filings.
  • Best practices for clearance searches and mitigating legal risks.
  • Managing complex application processes, including multi-jurisdictional filings.
  • Responding effectively to office actions and inquiries from IP offices worldwide.
  • Building and maintaining robust trademark portfolios, including enforcement and monitoring.
  • The role of TMAs in domain name management and online brand protection.
  • Leveraging advanced tools and technology, including AI, for smarter IP administration.
  • Understanding key agreements, licensing structures, and the TMA’s role in contract management.
  • Preparing for emerging trends that will shape the future of trademark practice.

Key:

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Course Introduction
Course Introduction
Open to view video.  |  4 minutes
Open to view video.  |  4 minutes Welcome to the Trademark Administrators Certificate Program Intermediate Course!
You must register to access.
Academic Honesty Statement
Agree to terms to continue.
Agree to terms to continue.
You must register to access.
Chapter 1: Day-to-Day Operations of a Trademark Administrator
Day-to-Day Operations of a Trademark Administrator
Open to view video.  |  46 minutes
Open to view video.  |  46 minutes This Chapter covers the key responsibilities of trademark administrators, focusing on daily operations, workflow management, and ethical practices. You will gain practical tips for onboarding, docketing, filing strategies, and portfolio management, along with guidance on conflict checks and maintaining professional integrity.
You must register to access.
Day-to-Day Operations of a Trademark Administrator: Quiz
Day-to-Day Operations of a Trademark Administrator: Quiz
10 Questions  |  Unlimited attempts  |  8/10 points to pass
10 Questions  |  Unlimited attempts  |  8/10 points to pass
You must register to access.
Chapter 2: Genesis of a Trademark:​ Brand Creation
Genesis of a Trademark:​ Brand Creation
Open to view video.  |  15 minutes
Open to view video.  |  15 minutes This Chapter explores how trademark administrators (TMAs) support brand creation from the very beginning, guiding teams through naming, legal clearance, and strategic decision-making. You will learn how early involvement helps shape strong, protectable brands, and how TMAs collaborate with creative and legal teams to manage risks and opportunities.
You must register to access.
Genesis of a Trademark:​ Brand Creation: Quiz
Genesis of a Trademark:​ Brand Creation: Quiz
10 Questions  |  Unlimited attempts  |  8/10 points to pass
10 Questions  |  Unlimited attempts  |  8/10 points to pass
You must register to access.
Chapter 3: Trademark Screening and Clearance Analysis
Trademark Screening and Clearance Analysis
Open to view video.  |  48 minutes
Open to view video.  |  48 minutes This Chapter explains how trademark administrators support comprehensive trademark screening and clearance analysis, helping identify potential conflicts before a brand is launched. You will learn how to assess similarity between marks and goods, manage search results, and understand the factors that influence risk and likelihood of confusion.
You must register to access.
Trademark Screening and Clearance Analysis: Quiz
Trademark Screening and Clearance Analysis: Quiz
10 Questions  |  Unlimited attempts  |  8/10 points to pass
10 Questions  |  Unlimited attempts  |  8/10 points to pass
You must register to access.
Chapter 4: The Application Process: The U.S. and the Madrid System
The Application Process: U.S. and the Madrid System
Open to view video.  |  46 minutes
Open to view video.  |  46 minutes This Chapter covers advanced trademark filing strategies, including how to select marks and classes, navigate registrability hurdles, and adapt to cultural and jurisdictional nuances. You will learn best practices for crafting United States applications, managing fees, and avoiding common mistakes, as well as how to expand protection internationally using the Madrid System.
You must register to access.
The Application Process: The U.S. and the Madrid System: Quiz
The Application Process: The U.S. and the Madrid System: Quiz
10 Questions  |  Unlimited attempts  |  8/10 points to pass
10 Questions  |  Unlimited attempts  |  8/10 points to pass
You must register to access.
Chapter 5: Tackling Office Actions and IPO Inquiries
Tackling Office Actions and IPO Inquiries
Open to view video.  |  82 minutes
Open to view video.  |  82 minutes This Chapter guides trademark administrators through the process of handling office actions, including understanding refusal grounds, managing deadlines, and responding strategically to objections. You will learn best practices for amending specifications, addressing classification issues, and overcoming both absolute and relative refusals.
You must register to access.
Tackling Office Actions and IPO Inquiries: Quiz
Tackling Office Actions and IPO Inquiries: Quiz
7 Questions  |  Unlimited attempts  |  6/7 points to pass
7 Questions  |  Unlimited attempts  |  6/7 points to pass
You must register to access.
Chapter 6: Infringement: From Policing to Enforcement
Infringement: From Policing to Enforcement
Open to view video.  |  69 minutes
Open to view video.  |  69 minutes This Chapter covers the essential tools and procedures trademark administrators use to monitor, police, and enforce trademark rights, including watch services, letters of protest, cease and desist notices, oppositions, cancellations, online takedowns, and customs enforcement. You will learn how to proactively detect and respond to infringement, support legal actions, and collaborate with attorneys to protect brands across digital and global platforms.
You must register to access.
Infringement: From Policing to Enforcement: Quiz
Infringement: From Policing to Enforcement: Quiz
10 Questions  |  Unlimited attempts  |  8/10 points to pass
10 Questions  |  Unlimited attempts  |  8/10 points to pass
You must register to access.
Chapter 7: Domain Name & Dispute Resolution
Domain Name & Dispute Resolution
Open to view video.  |  36 minutes
Open to view video.  |  36 minutes This Chapter introduces the domain name ecosystem and explains how trademark administrators can protect and manage domain names as part of an IP strategy. You will learn about key organizations, technical concepts, and the evolution of domain management, including traditional and blockchain domains.
You must register to access.
Domain Name & Dispute Resolution: Quiz
Domain Name & Dispute Resolution: Quiz
5 Questions  |  Unlimited attempts  |  4/5 points to pass
5 Questions  |  Unlimited attempts  |  4/5 points to pass
You must register to access.
Chapter 8: Assignments, Notarization, and Legalization
Assignments, Notarization, and Legalization
Open to view video.  |  66 minutes
Open to view video.  |  66 minutes This Chapter explains the management of trademark recordals, including assignments, changes of address, mergers, name changes, and license recordals. You will learn why accurate ownership records are essential, how to prepare and file recordals with various IP offices, and best practices for maintaining a clean chain of title. The chapter also covers international and region-specific requirements, notarization and legalization processes, and practical risk management tips to ensure trademarks remain enforceable and protected across jurisdictions.
You must register to access.
Assignments, Notarization, and Legalization: Quiz
Assignments, Notarization, and Legalization: Quiz
10 Questions  |  Unlimited attempts  |  8/10 points to pass
10 Questions  |  Unlimited attempts  |  8/10 points to pass
You must register to access.
Chapter 9: Typical Agreements and Licensing in Trademark Practice
Typical Agreements and Licensing in Trademark Practice
Open to view video.  |  55 minutes
Open to view video.  |  55 minutes This Chapter covers the key types and elements of trademark agreements, including assignments, licenses, and settlement agreements. You will learn best practices for managing agreements, essential terms for licensing and assignment contracts, and how settlement agreements, such as coexistence, undertakings, and consent agreements, help resolve disputes and protect trademark rights.
You must register to access.
Typical Agreements and Licensing in Trademark Practice: Quiz
Typical Agreements and Licensing in Trademark Practice: Quiz
17 Questions  |  Unlimited attempts  |  14/17 points to pass
17 Questions  |  Unlimited attempts  |  14/17 points to pass
You must register to access.
Chapter 10: Emerging Trends
Emerging Trends
Open to view video.  |  81 minutes
Open to view video.  |  81 minutes This Chapter explores emerging trends in trademark administration, focusing on crypto assets, NFTs, and the growing impact of artificial intelligence (AI) tools. You will learn how TMAs can leverage AI for trademark searching, portfolio management, and enforcement, while understanding the risks around data privacy, legal compliance, and ethical boundaries.
You must register to access.
Emerging Trends:Quiz
Emerging Trends: Quiz
14 Questions  |  Unlimited attempts  |  12/14 points to pass
14 Questions  |  Unlimited attempts  |  12/14 points to pass
You must register to access.
Wrap Up
Wrap Up
Open to view video.  |  28 minutes
Open to view video.  |  28 minutes This wrap up session brings together the essential lessons from the Trademark Administrators Certificate Program Intermediate Course.
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Intermediate Course: Certificate
Intermediate Course: Certificate
No credits available  |  Certificate available
No credits available  |  Certificate available
You must register to access.
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Emily Quackenbush, Perkins Coie LLP (USA)
Trademark Administrators Certificate Program Director

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Rosa Jimenez, Travel + Leisure Co. (USA)
Trademark Administrators Certificate Program Lead

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Kristen Harris (Merker), Netflix (USA)
Trademark Administrators Certificate Program Lead

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Audrey Wilkins, Cowan, DeBaets, Abrahams & Sheppard LLP (USA)
Trademark Administrators Certificate Program Curriculum Development Lead

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Kara Fielder, Worldpay (USA)
2024-2025 Trademark Administrators Committee Chair

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Nehal Madhani, Alt Legal (USA)
2024-2025 Trademark Administrators Committee Vice-Chair

Chapter 1: Day-to-Day Operations of a Trademark Administrator

Steven Cooper, Falcon Rappaport & Berkman LLP (USA)
Kelly Kleinwachter, Marshall, Gerstein & Borun LLP (USA)
Kristen Harris (Merker), Netflix (USA)
Gernez Owens, NBCUniversal (USA)
Amy Weber, Alt Legal (USA)

Chapter 2: Genesis of a Trademark: Brand Creation

Steven Cooper, Falcon Rappaport & Berkman LLP (USA)
Kristen Harris (Merker), Netflix (USA)
Emily Quackenbush, Perkins Coie LLP (USA)
Megan Stevland, Duane Morris LLP (USA)

Chapter 3: Trademark Screening and Clearance Analysis

Samantha Hands, Jaguar Land Rover (UK)
Rosa Jimenez, Travel + Leisure Co. (USA)
Daniel Hardman-Smart, Stobbs (UK)
Kelly Kleinwachter, Marshall, Gerstein & Borun LLP (USA)
Amy Weber, Alt Legal (USA)

Chapter 4: The Application Process: The U.S. and the Madrid System

Elyssa LeFevre Chayo, Firm Forward, LLC (USA)
Daniel Hardman-Smart, Stobbs (UK)
Erin Meakin, Wiggin LLP (UK)
Kristen Harris (Merker), Netflix (USA)
Megan Stevland, Duane Morris LLP (USA)
Kelly Theodosiou, Fasken (Canada)

Chapter 5: Tackling Office Actions and IPO Inquiries

Audrey Wilkins, Cowan DeBaets Abrahams & Sheppard LLP (USA)
Daniel Hardman-Smart, Stobbs (UK)
Erin Meakin, Wiggin LLP (UK)
Joe Carlisle, Stobbs(IP) Ltd. (UK)
Lívia Helayel, Daniel Law (Brazil)
Paul Dash McLean, Greenberg Traurig (USA)

Chapter 6: Infringement: From Policing to Enforcement

Tracy Danner, Trane Technologies (USA)
Leyla Harper-Dominique, Ideas Trademarks & Patents, (Haïti)
Mellissa Esterhuizen, Spoor & Fisher (South Africa)
Kristen Harris (Merker), Netflix (USA)
Gabrielle Mizen, Berdou Attorneys (South Africa)
Mary Thomas, Mary Thomas IP Strategies & Solutions (Malaysia)

Chapter 7: Domain Name & Dispute Resolution

Manuel Chavarriaga, Balder IP (Spain)
Sara Freixa, Com Laude (USA)
Emily Quackenbush, Perkins Coie LLP (USA)

Chapter 8: Assignments, Notarization, and Legalization

Deborah Brincat, Dennemeyer (France)
María Alejandra Castillo, Balder IP (Spain)
Robert Cumming, Appleyard Lees (UK)
Daniel Hardman-Smart, Stobbs (UK)
Audrey Wilkins, Cowan DeBaets Abrahams & Sheppard (USA)
Judy Yolles, Caribbean IP (USA)

Chapter 9: Typical Agreements and Licensing in Trademark Practice

Joe Carlisle, Stobbs IP Ltd (UK)
Paul Dash McLean, Greenberg Traurig, LLP (USA)
Gernez Owens, NBCUniversal Media, LLC (USA)
Emilia Petrossian, Wedlake Bell LLP (UK)
Kelly Theodosiou, Fasken Martineau DuMoulin LLP (Canada)

Chapter 10: Emerging Trends

Audrey Wilkins, Cowan DeBaets Abrahams & Sheppard (USA)
Samantha Hands, Jaguar Land Rover (UK)
Bahia Alyafi, Alyafi IP Group (USA)
Megan Stevland, Duane Morris LLP (USA)

Copyright Language

Copyright © 2025 International Trademark Association. All rights reserved. No part of this certificate program may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without prior written permission of the copyright owner, except in the case of brief quotations embodied in critical reviews and certain other noncommercial uses permitted by copyright law.

Representations and Warranties 

This training has been developed by the member volunteers of the 2024-2025 Trademark Administrators Committee. It has been prepared for general guidance on matters of interest only and does not constitute professional advice. You should not act upon the information contained in this training without obtaining specific professional advice. No representation or warranty (express or implied) is given as to the accuracy or completeness of the information contained in this training, and, to the extent permitted by law, INTA does not accept or assume any liability, responsibility or duty of care for any consequences of you or anyone else acting, or refraining to act, in reliance on the information contained in this training or for any decision based on it. The conferring of the certificate to an individual by INTA represents the completion of the requisite training hours prescribed in the training, the completion of quizzes and/or exercises after each Chapter, and attaining a passing grade of 80% and above.