James Gerard Conley

Clinical Professor of Innovation & Entrepreneurship at Kellogg School of Management

Biography

Kellogg School of Management

James Conley is an inventor who serves as a faculty member in the Kellogg Center for Research in Technology & Innovation. He also serves as a Faculty Fellow at the Northwestern University Segal Design Institute. He is a Charter Fellow of the National Academy of Inventors

In 2004, 2007, 2014, 2015 and 2016, he received the Professor of the Year award from the Master of Product Development program at Northwestern University. In 2011 and 2013 he received the Professor of the Year award from the Master of Science program at the WHU in Germany.

His academic research investigates the strategic use of intangible assets and intellectual properties to build and sustain competitive advantage. Research sponsors have included the World Intellectual Property Organization (WIPO), US Department of the Treasury IRS, The Chicago Biomedical Consortium, Microsoft, National Science Foundation, NASA, FAA, NIST, the Department of Defense, Motorola and others. His publications have been recognized with "Best Paper" commendations from the American Foundry Society, the Society of Automotive Engineers, The Rapid Prototyping Journal and others. Mainstream outlets for his scholarship include the Wall Street Journal, the Sloan Management Review and the California Management Review.

Beyond Northwestern, he serves as an expert and author for the UN based World Intellectual Property Organization and has served as an appointed member on the United States Department of Commerce Trademark Public Advisory Committee to the Patent and Trademark Office. He also serves on the board of several companies and the US Intellectual Property Allliance and the Illinois Intellectual Property Alliance.

He has been called to offer testimony on intellectual property related matters in legal and policy forums including the International Trade Commission, US Federal District Court, US Federal Tax Court and at International Tribunals in Asia and beyond. Further, he is appointed to serve as an external Ph.D. examiner by Abo Akademi in Finland.

He is serving as a special issue editor of Technology and Innovation and serves on the editorial boards of the California Management Review and The Journal of the National Academy of Inventors.

Education

  • MBA, 1992, Management, Kellogg School of Management, Northwestern University
  • PhD, 1987, Materials Engineering, Northwestern University
  • BS, 1983, Nuclear Engineering, University of Virginia

Academic Positions

  • Faculty Fellow, Segal Design Institute, Segal Design Institute, 2005-2025
  • Clinical Professor, Managerial Economics and Decision Sciences, Center for Research in Technology & Innovation, Kellogg School of Management, Northwestern University, 2000-present
  • Visiting Professor, Management, Otto Beisheim Graduate School of Management, WHU, 2008-2025
  • Visiting Professor, Management, Keio Business School, Keio University, 2002-2004
  • Faculty Member by courtesy, Mechanical Engineering, Segal Design Institute, McCormick School of Engineering and Applied Science, Northwestern University, 1994-2022

Professional Experience

  • Scientific Advisory Board Member, LexisNexis IP, 2008-2022
  • Engineering Manager, Ryobi Limited Group of Companies, 1987-1994
  • Director, Global Economics Group, 2012-present

Awards

  • Selected as External Ph.D. Examiner, Abo Akademi, FINLAND
  • Elected to Full Membership, Sigma Xi Society
  • Elected to Full Membership, Sigma Xi Society
  • Charter Fellow of the National Academy of Inventors, National Academy of Inventors
  • 2016 Faculty of the Year, Northwestern University Master of Product Design and Development program, 2016
  • 2105 Faculty of the Year, Master of Product Design & Development Program, Northwestern University., 2015
  • 2014 Faculty of the Year, Northwestern University MPD(2) program, AY 2014
  • Best Professor of the Year, WHU Master of Science Program, 2013-2014
  • Best Professor of the Year, WHU MSC program, Vallendar Germany, AY2011
  • 2006 Faculty of the Year, Northwestern University MPD(2) program, AY2006
  • 2004 Faculty of the Year, AY2004
  • Selected as Lead Expert on Use of the Public Domain, United Nations World Intellectual Property Organization, 9/2016-8/2020
  • External Ph.D. examiner, Abo Akademi, FINLAND
  • Invited to serve on Impact Evaluation Panel of Republic of Ireland National Centers program, Science Foundation Ireland
  • Invited to serve on Editorial Board of California Management Review, University of California System
  • Appointed to serve on the Brands and Innovation committee, International Trademark Association, 2016-2018
  • 2014, 2015, 2016 Faculty of the Year, MPDD Program Northwestern University, 2014- 2016
  • Charter Fellow, National Academy of Inventors, 2013, ongoing
  • Faculty Impact Award, Kellogg School of Management teaching in AY2012
  • Recipient, Certificate of Impact, Kellogg, 2012, one quarter

Editorial Positions

  • Editorial Board, California Management Review, 2017-2022
  • Editor, Journal of the National Academy of Inventors, Volume 19, no. 2 on Technology and Innovation management curricula across the academy., 2016-2017
  • Editorial Board, Technology and Innovation, 2013-2022

Teaching Interests

Professor Conley teaches courses on Intellectual Capital Management, Intellectual Property for Entrepreneurs, Innovation Process Management and other related subjects to both graduate student and executive education audiences. His course work is designed modularly to accommodate the interests of all audiences from undergraduates to corporate board members and the federal judiciary. Beyond Kellogg and Northwestern, he serves on the visiting faculty of Kellogg partner institutions such as the Otto Beisheim Graduate School of Management at the WHU in GERMANY, the Schulich School of Business at York University in CANADA, and at the Keio University Business School in JAPAN.

Videos

Courses Taught

Read about executive education

Cases

Conley, James Gerard. 1998. The Roybi "Air Clean" 4-Cycle Engine: A case Study in Engineering and Manufacturing Management. Engineering Management Journal. 10(2): 23-32.

Wang, W, James Gerard Conley and H. W. Stoll. 2010. Rapid Tooling Guidelines for Sand Casting. SpringerLink Publications, 1st.

Rapid Tooling Guidelines For Sand Casting is a comprehensive tool for those who wish to improve their products and realization processes by better understanding the decisions involved in selecting sand casting tooling path and, in turn, improving cost, quality and delivery. Based on extensive research into the relationship between part geometry, production quantity, tool materials, tooling fabrication method and production tolerances, the book presents a variety of decision methods and case studies that address topics such as: Identification of part geometries that are suitable for sand casting Evaluation of error sources and alternative methods for creating tooling Optimal tooling path selection and its effects on production dimensional accuracy Analysis of tooling related costs and lead times Rapid Tooling Guidelines For Sand Casting is a useful resource for engineers, researchers and students in the sand casting and the rapid tooling industry.

Conley, James Gerard, Robert C. Wolcott and Eric Wong. 2006. AstraZeneca, Prilosec, and Nexium: Strategic Challenges in the Launch of a Second-Generation Drug. Case 5-404-752 (KEL334).

Tom McKillop, CEO of AstraZeneca, faced the classic quandary of large pharmaceutical firms. Within the year, the firm’s patent for Prilosec (active ingredient omeprazole) was expiring. Prilosec was a US$6.2 billion/year blockbuster that revolutionized the treatment of chronic gastro-esophageal reflux disorders (GERD). Severe cost-based competition from generic drug manufacturers was, however, inevitable. Patent expirations were nothing new for the US$15.8 billion in revenues drug firm. AstraZeneca had Nexium, an improvement on the original Prilosec molecule, in the pipeline. Ideally, it would like to move brand-loyal Prilosec customers to Nexium. Additionally, the company had the opportunity to introduce its own version of generic omeprazole, hence becoming the first mover in the generic segment, and/or introduce an over-the-counter (OTC) version of omeprazole. Tactically, AstraZeneca would like to use regulatory incentives and intellectual property rights to strengthen its competitive position. How could the company use its entire portfolio of intellectual properties—including patents and trademarks—to actively manage the priced-based competition and achieve a revenue growth strategy in the GERD market? Use with Case Supplement #5-404-753 (KEL335).

Conley, James Gerard, Robert C. Wolcott and Eric Wong. 2006. AstraZeneca, Prilosec, and Nexium: Marketing Challenges in the Launch of a Second-Generation Drug. Case 5-404-775 (KEL336).

Tom McKillop, CEO of AstraZeneca, faced the classic quandary of large pharmaceutical firms. The firm’s patent for Prilosec (active ingredient omeprazole) was expiring. Severe cost-based competition from generic drug manufacturers was inevitable. Patent expirations were nothing new for the US$15.8 billion in revenues drug firm, but Prilosec was the firm’s most successful drug franchise, with global sales of US$6.2 billion. How could the company innovate its way around the generic cost-based competition and avoid the drop in revenues associated with generic drug market entry? AstraZeneca had other follow-on drugs in the pipeline—namely Nexium, an improvement on the original Prilosec molecule. Additionally, the company had the opportunity to introduce its own version of generic omeprazole, hence becoming the first mover in the generic segment, and/or introduce an OTC version of omeprazole that might tap into other markets. Ideally, AstraZeneca would like to move brand-loyal Prilosec customers to Nexium. In this market, direct-to-consumer advertising has remarkable efficacy. Classical marketing challenges of pricing and promotion need to be resolved for the Nexium launch as well as possible product and place challenges for the generic or OTC opportunity. Which combination of marketing options will allow the firm to best sustain the value of the original omeprazole innovation?

Conley, James Gerard and David Orozco. 2005. Intellectual Property: The Ground Rules. Case 7-305-501 (KEL140).

Intellectual property rights are a major source of wealth creation in the modern global economy and continue to grow in significance. In order for managers and entreprenerus to appropriate the value of IP's strategic optionality, it is helpful to be conversant in the unique aspects of these legal rights regimes. This technical note provides a comprehensive and accessible overview of the intellectual property rights regimes consisting of: trade secrets, patents, copyrights, trade dress, and trademarks.

Conley, James Gerard, Robert C. Wolcott and Eric Wong. 2006. AstraZeneca, Prilosec, and Nexium: Case Supplement. Case 5-404-753 (KEL335).

Use with Case #5-404-752 (KEL334).

Conley, James Gerard, Feng Qu, Geoff Nudd and Cooper Marcus. 2006. ttools (B): The Value of a Patent to the Entrepreneur. Case 5-306-509(B) (KEL280).

A self-employed innovator developed and patented a novel combination pen and stylus device to complement the recently released Palm Pilot personal digital assistant. He presented his design to Palm under a Non-Disclosure Agreement to discuss the market response to the product, and ttools was allowed to advertise the device in a monthly email to Palm customers. Subsequent to ttools’ release of the Throttle pen/stylus, Palm and the design firm IDEO introduced a similar pen/stylus device that appeared to infringe on ttools’ patent. ttools, being a small, resource-constrained company, was in a precarious position. Its competitive advantage and rights as a patent holder were being threatened. It had few financial resources to draw upon, and thus, its livelihood as a company was at stake. The case investigates the options ttools had available to respond to Palm and IDEO’s actions.

Conley, James Gerard, Feng Qu, Geoff Nudd and Cooper Marcus. 2006. ttools (A): The Value of a Patent to the Entrepreneur. Case 5-306-509(A) (KEL279).

A self-employed innovator developed and patented a novel combination pen and stylus device to complement the recently released Palm Pilot personal digital assistant. He presented his design to Palm under a Non-Disclosure Agreement to discuss the market response to the product, and ttools was allowed to advertise the device in a monthly email to Palm customers. Subsequent to ttools’ release of the Throttle pen/stylus, Palm and the design firm IDEO introduced a similar pen/stylus device that appeared to infringe on ttools’ patent. ttools, being a small, resource-constrained company, was in a precarious position. Its competitive advantage and rights as a patent holder were being threatened. It had few financial resources to draw upon, and thus, its livelihood as a company was at stake. The case investigates the options ttools had available to respond to Palm and IDEO’s actions.

Conley, James Gerard and David Orozco. 2006. Innovation and Invention: A Patent Landscape. Case 7-406-750 (KEL104).

The patent system is introduced to the non-legal professional by reviewing the historical justification for having a patent system and foundations of the U.S. patent system, contrasting patents with trade secrets, exploring invention requirements for obtaining a patent, and reviewing the patent application process, international patent protection, and the elements of infringement, validity, and enforcement through litigation.

Conley, James Gerard, Susan Deutsch, James Fields and Richard Wong. 2006. 3M ESPE AG. Case 5-406-753 (KEL288).

ESPE, the market leader, is a medium-sized German manufacturer of precision dental impression materials competing in a shrinking market. To grow the business, ESPE invests substantial resources in innovating impression materials and associated distribution mechanisms. Squeezed by the shrinking market, the competition is increasingly using the proprietary channels (dispensing mechanisms) and brand equity (trademark) of ESPE to maintain their market share. There is a potential infringement. The case explores how ESPE is organized to execute on the options imbedded in their IP rights.

Conley, James Gerard. 1998. The Roybi "Air Clean" 4-Cycle Engine: A case Study in Engineering and Manufacturing Management. Engineering Management Journal. 10(2): 23-32.

Wang, W, James Gerard Conley and H. W. Stoll. 2010. Rapid Tooling Guidelines for Sand Casting. SpringerLink Publications, 1st.

Rapid Tooling Guidelines For Sand Casting is a comprehensive tool for those who wish to improve their products and realization processes by better understanding the decisions involved in selecting sand casting tooling path and, in turn, improving cost, quality and delivery. Based on extensive research into the relationship between part geometry, production quantity, tool materials, tooling fabrication method and production tolerances, the book presents a variety of decision methods and case studies that address topics such as: Identification of part geometries that are suitable for sand casting Evaluation of error sources and alternative methods for creating tooling Optimal tooling path selection and its effects on production dimensional accuracy Analysis of tooling related costs and lead times Rapid Tooling Guidelines For Sand Casting is a useful resource for engineers, researchers and students in the sand casting and the rapid tooling industry.

Conley, James GerardRobert C. Wolcott and Eric Wong. 2006. AstraZeneca, Prilosec, and Nexium: Strategic Challenges in the Launch of a Second-Generation Drug. Case 5-404-752 (KEL334).

Tom McKillop, CEO of AstraZeneca, faced the classic quandary of large pharmaceutical firms. Within the year, the firm’s patent for Prilosec (active ingredient omeprazole) was expiring. Prilosec was a US$6.2 billion/year blockbuster that revolutionized the treatment of chronic gastro-esophageal reflux disorders (GERD). Severe cost-based competition from generic drug manufacturers was, however, inevitable. Patent expirations were nothing new for the US$15.8 billion in revenues drug firm. AstraZeneca had Nexium, an improvement on the original Prilosec molecule, in the pipeline. Ideally, it would like to move brand-loyal Prilosec customers to Nexium. Additionally, the company had the opportunity to introduce its own version of generic omeprazole, hence becoming the first mover in the generic segment, and/or introduce an over-the-counter (OTC) version of omeprazole. Tactically, AstraZeneca would like to use regulatory incentives and intellectual property rights to strengthen its competitive position. How could the company use its entire portfolio of intellectual properties—including patents and trademarks—to actively manage the priced-based competition and achieve a revenue growth strategy in the GERD market? Use with Case Supplement #5-404-753 (KEL335).

Conley, James GerardRobert C. Wolcott and Eric Wong. 2006. AstraZeneca, Prilosec, and Nexium: Marketing Challenges in the Launch of a Second-Generation Drug. Case 5-404-775 (KEL336).

Tom McKillop, CEO of AstraZeneca, faced the classic quandary of large pharmaceutical firms. The firm’s patent for Prilosec (active ingredient omeprazole) was expiring. Severe cost-based competition from generic drug manufacturers was inevitable. Patent expirations were nothing new for the US$15.8 billion in revenues drug firm, but Prilosec was the firm’s most successful drug franchise, with global sales of US$6.2 billion. How could the company innovate its way around the generic cost-based competition and avoid the drop in revenues associated with generic drug market entry? AstraZeneca had other follow-on drugs in the pipeline—namely Nexium, an improvement on the original Prilosec molecule. Additionally, the company had the opportunity to introduce its own version of generic omeprazole, hence becoming the first mover in the generic segment, and/or introduce an OTC version of omeprazole that might tap into other markets. Ideally, AstraZeneca would like to move brand-loyal Prilosec customers to Nexium. In this market, direct-to-consumer advertising has remarkable efficacy. Classical marketing challenges of pricing and promotion need to be resolved for the Nexium launch as well as possible product and place challenges for the generic or OTC opportunity. Which combination of marketing options will allow the firm to best sustain the value of the original omeprazole innovation?

Conley, James Gerard and David Orozco. 2005. Intellectual Property: The Ground Rules. Case 7-305-501 (KEL140).

Intellectual property rights are a major source of wealth creation in the modern global economy and continue to grow in significance. In order for managers and entreprenerus to appropriate the value of IP's strategic optionality, it is helpful to be conversant in the unique aspects of these legal rights regimes. This technical note provides a comprehensive and accessible overview of the intellectual property rights regimes consisting of: trade secrets, patents, copyrights, trade dress, and trademarks.

Conley, James GerardRobert C. Wolcott and Eric Wong. 2006. AstraZeneca, Prilosec, and Nexium: Case Supplement. Case 5-404-753 (KEL335).

Use with Case #5-404-752 (KEL334).

Conley, James Gerard, Feng Qu, Geoff Nudd and Cooper Marcus. 2006. ttools (B): The Value of a Patent to the Entrepreneur. Case 5-306-509(B) (KEL280).

A self-employed innovator developed and patented a novel combination pen and stylus device to complement the recently released Palm Pilot personal digital assistant. He presented his design to Palm under a Non-Disclosure Agreement to discuss the market response to the product, and ttools was allowed to advertise the device in a monthly email to Palm customers. Subsequent to ttools’ release of the Throttle pen/stylus, Palm and the design firm IDEO introduced a similar pen/stylus device that appeared to infringe on ttools’ patent. ttools, being a small, resource-constrained company, was in a precarious position. Its competitive advantage and rights as a patent holder were being threatened. It had few financial resources to draw upon, and thus, its livelihood as a company was at stake. The case investigates the options ttools had available to respond to Palm and IDEO’s actions.

Conley, James Gerard, Feng Qu, Geoff Nudd and Cooper Marcus. 2006. ttools (A): The Value of a Patent to the Entrepreneur. Case 5-306-509(A) (KEL279).

A self-employed innovator developed and patented a novel combination pen and stylus device to complement the recently released Palm Pilot personal digital assistant. He presented his design to Palm under a Non-Disclosure Agreement to discuss the market response to the product, and ttools was allowed to advertise the device in a monthly email to Palm customers. Subsequent to ttools’ release of the Throttle pen/stylus, Palm and the design firm IDEO introduced a similar pen/stylus device that appeared to infringe on ttools’ patent. ttools, being a small, resource-constrained company, was in a precarious position. Its competitive advantage and rights as a patent holder were being threatened. It had few financial resources to draw upon, and thus, its livelihood as a company was at stake. The case investigates the options ttools had available to respond to Palm and IDEO’s actions.

Conley, James Gerard and David Orozco. 2006. Innovation and Invention: A Patent Landscape. Case 7-406-750 (KEL104).

The patent system is introduced to the non-legal professional by reviewing the historical justification for having a patent system and foundations of the U.S. patent system, contrasting patents with trade secrets, exploring invention requirements for obtaining a patent, and reviewing the patent application process, international patent protection, and the elements of infringement, validity, and enforcement through litigation.

Conley, James Gerard, Susan Deutsch, James Fields and Richard Wong. 2006. 3M ESPE AG. Case 5-406-753 (KEL288).

ESPE, the market leader, is a medium-sized German manufacturer of precision dental impression materials competing in a shrinking market. To grow the business, ESPE invests substantial resources in innovating impression materials and associated distribution mechanisms. Squeezed by the shrinking market, the competition is increasingly using the proprietary channels (dispensing mechanisms) and brand equity (trademark) of ESPE to maintain their market share. There is a potential infringement. The case explores how ESPE is organized to execute on the options imbedded in their IP rights.

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