Are you confident in tackling complex issues in commercial finance?

Financial transactions are increasingly complex as the market and laws continue to rapidly change. In one intensive day, you can get up to speed on essential changes and trends in financing.

Designed for legal and business professionals with experience in financial transactions, this annual conference focuses on providing you with crucial considerations, strategies and tactics you need to know in order to avoid costly missteps.

Focused on the practical, with perspectives for both the borrower and the lender, this new OsgoodePD program will provide you with a carefully structured, practical understanding of how to tackle the complex and thorny issues that are top of mind for all professionals involved in secured lending and debt finance transactions in Canada. You will be able to network and learn from a multidisciplinary faculty of experts, and emerge from the program with increased confidence and a grasp of current challenges and emerging trends. 

What You’ll Learn

How to tackle complex issues in enforcement and realizing on security, including how to identify key issues, understand your legal risks and tactics for avoiding common pitfalls

How to navigate the economics of private equity acquisition financing

Why is this a bourgeoning, unique and powerful area of finance with its own distinct players and rules?

What are the best practices for preparing the complex documentation?

Recent updates to key tax considerations, along with guidance and tactics for managing complex tax issues in financing, including cross-border or multi-jurisdictional transactions involving Canada, the US, and the EU/UK

A concise overview of recent key changes and trends in cross-border guarantees and security, along with their impacts on tax restrictions

Current trends and emerging issues in sanctions laws that impact financing, including a review of the powers and international reach granted by the Special Economic Measures Act (SEMA)

How to simplify complex issues in securities

How to ensure perfection with different types of property, including specific guidance on navigating problems areas in perfecting security

Considerations for effectively managing electronic chattel paper

Critical updates on leaving LIBOR, including practical strategies for transition projects

Comprehend the key impacts and valuable updates

Get an overview of the initiatives underway in Canada and elsewhere

Essential considerations and tactics for developing a game plan

Evaluating the alternatives to LIBOR and the risks of non-compliance

Who Should Attend

Mid-level to senior lawyers in private practice, in-house, government, or procurement involved with M&A, commercial transactions, banking and finance

Senior paralegals, law clerks, consultants – involved with M&A, commercial transactions, banking and finance

Transaction or M&A managers or advisors, directors, or corporate banking or finance executives, chief financial officers.

Bankruptcy or insolvency professionals

In-house counsel with companies involved in commercial lending (whether as lender or borrower)

Risk managers, senior management, executives, documentation or credit officers or loan officers

Business development, business or acquisition scout, fund manager, account manager

Due diligence professionals, corporate analyst, banking analyst, finance analyst or analyst

Anyone who needs a solid, practical understanding of how to navigate key advanced issues involving commercial lending and transactions.

Program Chairs

Eric Belli-Bivar

DLA Piper (Canada) LLP

Don Waters

McMillan LLP


 View the program brochure and agenda to see what you’ll learn from leading experts.


Available course sections

Recorded: Oct 28, 2020

$795 + HST

Printable registration form

If a downloadable form is required, please contact

“Is financial assistance or funding available?”

As law evolves, we know how important it is to stay up to date. We also understand the financial implications of continuously upgrading your professional skills and knowledge. For more information on available options, including Job Grants, OSAP, please visit:

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CPD and Accreditation

OsgoodePD is an accredited provider with the LSO, the Law Society of BC and NY CLE Board. Select your location to view the eligible hours you may claim.

CPD Hours
Contact us for inquiries about other provinces.
Total6h 45m

Are you reporting hours from a previous date?

View our CPD & Accreditation page to see previously calculated hours for this course.

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Deeper Learning Opportunities


Are you a law graduate or an executive/senior professional with at least 5 years of specialized experience? Consider a full-time or part-time LLM degree.

The Osgoode Certificate

Stay competitive with deep dives into the most critical issues in law. Taught by leading experts and designed for flexible learning, choose from multi-day programs or take courses at your own pace to build towards a certificate.

Single Course Enrollment

Do you have an LLB/JD? Consider taking a single LLM course for deeper learning in a specific area of practice – all credits will apply towards a Professional LLM.

Frequently Asked Questions

Client and Technical Support

Have questions? Get advice in person, by email or over the phone.