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When negotiating and drafting IT agreements, you need to know what to look out for to anticipate problems, cover-off key points and adequately protect your client’s interests. Are you prepared?

Osgoode’s Certificate in Negotiating & Drafting IT Agreements is an innovate course offering a deep dive into the essential aspects of structuring, negotiating and drafting IT agreements. Led by Bradley Limpert, an expert faculty of legal and IT specialists from leading technology companies will provide you with the knowledge and practical skills you need to competently and confidently negotiate and draft IT agreements.

Over four intensive days, you will acquire a comprehensive overview of key factors relevant to structuring an IT agreement, and practical tools to enable you to draft and negotiate the contentious clauses. You will also learn the critical business, technological, and IP aspects underlying IT agreements, so that you can approach your contracts with a thorough grounding in essential concepts. Topics include:

  • Fundamentals of IT System components, players and activities
  • Advanced negotiation strategies and tactics
  • The key IP issues that affect IT agreements
  • Strategies for allocating liability in an IT contract
  • Critical cross-border considerations
  • Best practices for proceeding ethically in contract negotiations
  • Critical security and privacy issues and how to manage them
  • Addressing compliance challenges in open source software licensing
  • Drafting and negotiation issues that impact IT agreements
  • Emerging issues and technology trends

This Certificate features blended in-person and online learning, including two Online Primers (1 hour each) – both are available on demand upon registration:
1. Navigating Ethical Issues in IT Transactions
2. Understanding IT System Development Methodologies

Your learning will also be enhanced and reinforced by applying what you’ve learned in a take-home drafting assignment and during two small group, skills-based “learn by doing” drafting and negotiation workshops where you will receive personalized feedback from IT agreement specialists.

In addition to comprehensive course materials, participants will receive materials from the text Technology Contracting: Law, Precedents and Commentary.

Faculty

Program Director

  • Bradley Limpert, Limpert & Associates

Faculty

  • Timothy Banks, Senior Corporate Counsel, Amazon.com Inc.
  • Pascal Barabé, Senior Legal Counsel, SAP Canada Inc.
  • Jason (Jake) Bullen, Cassels Brock & Blackwell LLP
  • Isi (Izzy) Caulder, Patent & Trademark Agent, Bereskin & Parr LLP
  • Steve Cimicata, General Counsel, Volaris Group Inc.
  • Richard Corley, Goodmans LLP
  • Ted Crysler, Managing Counsel, Procurement, Rogers Communications
  • Anaar Dhanji, Director, Contract Negotiators & Advisory Group, Procurement,
    BMO Financial Group
  • May Jim, President, May Jim Business Consulting & Analysis Inc.
  • Bernice Karn, Cassels Brock & Blackwell LLP
  • John Le Blanc, Senior Legal Counsel, Bank of Nova Scotia
  • Jason Leung, Leung Law PC
  • Bradley Limpert, Limpert & Associates
  • Fraser Mann, Mann Symons LLP
  • Andrew Nunes, Fasken Martineau DuMoulin LLP
  • Richard Pearse, Senior Counsel, eHealth Ontario
  • Robert Percival, Norton Rose Fulbright Canada LLP
  • Thomas Prowse, Senior Legal Counsel, QNX/BlackBerry
  • Joel Ramsey, Torys LLP
  • John Sibley, Senior Manager, Deloitte Canada LLP
  • Steven Slavens, Torys LLP
  • Stephen Spracklin, Legal Counsel, Information Technology and Intellectual Property, City of Mississauga
  • Gabriel Stern, Fasken Martineau DuMoulin LLP
  • Scott Thistleton, Legal Counsel, eHealth Ontario
  • Trevor Unruh, Assistant General Counsel, Open Text Corporation

Agenda

2019 Brochure

Certificate of Program Completion

You will receive an Osgoode Certificate upon completion of this program as follows:
(1) view both Online Primers (1 hour each, on-demand)
(2) attend Modules 1-3 (in-person or webcast)
(3) complete and pass the take-home drafting assignment
(4) attend and participate in Module 4 drafting workshop and mock negotiation (in-person only)

Fees

Fees include attendance, program materials, lunch and break refreshments for each of the 4 days of the program. The price does not include accommodations. Please inquire about group discounts and financial assistance. Fees paid by individuals are eligible for a tuition tax credit. Dress is business casual.

Program Changes

We will make every effort to present the certificate program as advertised, but it may be necessary to change the dates, location, speakers or content with little or no notice. In the event of program cancellation, York University and Osgoode Hall Law School’s liability is limited to reimbursement of paid fees.

Substitutions, Cancellations and Refunds

Substitution of registrants is permitted at any time. If you are unable to find a substitute, a full refund is available if a cancellation request is received in writing 21 days prior to the program date. If a cancellation request is made with less than 21 days notice, a $150 administration fee will apply. No other refund is available.

Technical Support

In the event you experience technical difficulties, please contact opdsupport@osgoode.yorku.ca for assistance.

Program Details

Questions on program registration?
Please contact the Registration Team at osgoodepd@osgoode.yorku.ca

Questions on the program content?
Please contact the Program Lawyer:
Alexandra Karacsony at akaracsony@osgoode.yorku.ca

Program Details

Date & Time

Two Online Primers* available on demand.
*Must view both Online Primers (1 hour each) to obtain your Certificate.

Module 1: March 7, 2019
9:00 a.m. - 5:00 p.m. EST
(In-Person or Webcast)

Module 2: March 29, 2019
9:00 a.m. - 5:00 p.m. EDT
(In-Person or Webcast)

Module 3: April 12, 2019
9:00 a.m. - 4:30 p.m. EDT
(In-Person or Webcast)

Module 4: May 14, 2019
9:00 a.m. - 5:15 p.m. EDT
(In-Person Only)

Location

Osgoode Professional Development Centre,
1 Dundas St. W., 26th Floor Toronto, ON

Can’t attend the full program in person?
Webcast is available for Modules 1 - 3.

Fee per Delegate

$2,995 plus HST

Register Now

Eligible CPD Credit Hours

Questions?

Who Should Attend

  • Lawyers and advisors who advise on IT agreements and software licensing
  • In-house counsel and executives managing software and IT services procurement
  • IT managers and developers
  • IT procurement professionals
  • IT consultants
  • Contract managers and specialists
  • Government procurement professionals
  • Outsourcing professionals
  • Advisors to technology start-ups and entrepreneurs

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Accredited By

LawPRO

“I have worked with contracts for many years and must say I certainly have a completely different perspective when I am reviewing contracts than I did prior to taking this course. The course materials provided are also an excellent resource! It was great to be able to attend in person and I enjoyed meeting others who took the course from across the country. Always good to hear the perspectives, views and challenges that others face when it comes to negotiating IT contracts. The folks at Osgoode made everyone feel very welcome, the conference room and breakout rooms were great and the food and snacks were excellent.”

“This course provided me [with] the knowledge I needed for my current assignment [and] increased my capability in this area by 1-2 years. The precedent cases are helpful and gave me an understanding on where the boundaries are. The “gotchas” [from practitioners] were good as I don’t necessary know what to look for.”

“Very valuable learning for my role as an IT Procurement Manager.”

“Overall well worth the amount paid [and] brilliant concept to [use] a case study as a tool for delivering the contents of the program.”

Hotels & Parking

If you require accommodations in downtown Toronto, OsgoodePD has arranged Corporate Rates with several hotels within walking distance of our downtown conference centre.

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Looking for an innovative way to market your firm’s products or services?

Consider sponsoring an OsgoodePD Continuing Legal Education program or event.

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