Program Chairs

Eric Belli-Bivar

DLA Piper (Canada) LLP

Don Waters

McMillan LLP

Are you confident in handling complex issues and trends in commercial financing transactions?

Rapidly changing commercial markets are making financing transactions more intricate and challenging. Get yourself up to speed and maximize the value of your services.

In this practical and solutions-focused course, you will learn how to navigate key legal issues and trends involving secured and debt finance transactions and benefit from specialty knowledge, techniques and tactics from leading lawyers and bankers.

Back for its 15th year, this intensive OsgoodePD course will provide you with a solid understanding of loan transactions in today’s competitive market and strategies to deal with current and emerging trends. You will work through 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, and real-world examples to illustrate key concepts.

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

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)

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

Loan agreements – which clauses are most important and why

Best practices for providing opinions

Objectives and requirements of appropriate due diligence

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

Plus! Registration includes access to What Corporate Commercial Lawyers Need to Know About Enforcing Security: A Litigators’ Perspective, an online module designed to provide you with a practical overview of how to navigate enforcement of security. (Available on demand, recorded in 2020.)

Who Should Attend

Junior to mid-level lawyers in corporate/commercial or financial services law

Professionals who want a solid understanding of loan agreements/transactions

Professionals working with financial institutions, merchant banks, asset-based lenders and leasing companies

Insolvency, litigation or government professionals seeking to gain a greater understanding of market conditions in commercial financing transactions

Management involved in negotiating deals involving commercial financing

Professionals involved with loan documentation, lending and credit facilities



Program Chairs

Eric Belli-Bivar

DLA Piper (Canada) LLP

Don Waters

McMillan LLP


Program Agenda

Day One: Chairs’ Welcome and Opening Remarks (9:00 a.m. ET)


Recorded: Nov 22, 2022

$1,495 + TAX

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.
Substantive12h 30m
Total 13h 30m

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.

Online Technical Requirements

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