Program Chair(s)

Eric Belli-Bivar

DLA Piper (Canada) LLP

Don Waters

McMillan LLP

Are you confident in tackling complex issues in commercial finance?

Commercial markets face rapid change, making financing more complex. Get up to speed quickly in this practical and intensive course, and benefit from specialty knowledge, techniques and tactics from lawyers and bankers to maximize the value of your services.

Back for its 14th year! This intensive OsgoodePD course will provide you with a solid understanding of loan transactions in today’s competitive market. Review the essential legal components of a financing transaction step-by-step, with a focus on strategic and tactical concerns from the borrower’s and the lender’s perspectives.

What You’ll Learn

Overview of Canadian debt financing, including a survey of products offered and how they reflect the current business climate

How to work with the commitment letter and term sheet

Tactics for negotiating and drafting loan documentation from a lender’s or borrower’s perspective

Loan agreements – which clauses are most important and why

Strategies for negotiating intercreditor arrangements and structuring priorities between lenders

Strategic and tactical concerns when taking, perfecting and enforcing security

What every professional needs to know about the ISDA Master Agreement and Schedules

How to navigate critical issues raised by the type of credit facilities and the form of financing (e.g. asset-based lending vs. equipment lending)

Best practices for providing opinions

Objectives and requirements of appropriate due diligence

Importance of your role as counsel/professional to the lender or borrower

Who Should Attend

Junior and mid-level lawyers practicing corporate/commercial and financial services law

Professionals working in related areas who need a solid understanding of loan agreements/transactions

In-house counsel at financial institutions, merchant banks, asset-based lenders and leasing companies

Insolvency, litigation or government counsel seeking a solid understanding of market standards in commercial loan/financing transactions

Management involved in negotiating secured lending or debt financing deals

Executives involved in negotiating secured lending or debt financing deals

Documentation, lending and credit officers involved in documenting loans

Risk managers and analysts at financial institutions

Consultants

Mike Gillis

Cox & Palmer LLP

“Excellent. Great instructors and excellent topics [which] were very well put together and interesting.”

Faculty

Program Chairs

Eric Belli-Bivar

DLA Piper (Canada) LLP

Don Waters

McMillan LLP

Instructors

Program Agenda

Day 1 – October 13, 2021

Day 2 – October 14, 2021

Register

Recorded: Oct 13-14, 2021

$1,495 + Tax


Printable Registration Form

If a downloadable form is required, please contact osgoodepd@osgoode.yorku.ca.

“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
Format
Contact us for inquiries about other provinces.
Substantive13h 15m
Professionalism45m
Total14h
Substantive13h 15m
Professionalism45m
Total14h

Are you reporting hours from a previous date?

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

Other Eligible CPD/MCLE hours:

This program is approved for LAWPRO Risk Management Credit

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Deeper Learning Opportunities

LLMs

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.

Program content questions

Alexandra Karacsony, Program Lawyer
AKaracsony@osgoode.yorku.ca

Online Technical Requirements

To ensure you do not encounter any issues that will impact or limit your learning experience, please review the following information.