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Can you confidently handle secured lending and debt finance transactions?

Secured lending and debt finance transactions are increasingly complex. Get yourself up to speed quickly with our highly experienced faculty of lawyers and bankers in this practical and intensive course. Learn “what is market” and benefit from specialty knowledge, techniques and strategies to maximize the value of your services.

Back for its 11th year! This intensive OsgoodePD course will provide you with a comprehensive understanding of loan transactions. Review the essential legal components of a financing transaction step-by-step, with a focus on the strategic and tactical concerns from each of the borrower’s and the lender’s perspectives.

This program will cover:

  • Overview of Canadian debt financing, including an examination of products currently offered and how they reflect the current business climate
  • Working with the commitment letter and term sheet
  • Negotiating and drafting loan documentation from a lender’s or borrower’s perspective
  • Loan agreements – which clauses are most important and why
  • Objectives and requirements of appropriate due diligence
  • Negotiating intercreditor arrangements and structuring priorities between lenders
  • Strategic and tactical concerns in taking, perfecting and enforcing security
  • What every professional needs to know about the ISDA Master Agreement and Schedule
  • Understanding critical issues raised by the type of credit facilities to be established and the form of financing (e.g. asset-based lending vs. equipment lending)
  • Best practices for providing opinions
  • Understanding your role as counsel/professional to the lender or borrower

Program Chairs

  • Eric Belli-Bivar, DLA Piper (Canada) LLP
  • Don M.E. Waters, McMillan LLP


  • Alison Beer, Legal Counsel, Ontario Securities Commission, Derivatives Branch
  • Eric Belli-Bivar, DLA Piper (Canada) LLP
  • Joyce Bernasek, Osler, Hoskin & Harcourt LLP
  • Chris Burr, Blake, Cassels & Graydon LLP
  • Michael Disney, Davies Ward Phillips & Vineberg LLP
  • John Estey, President, Stonebridge Lease Financing Corporation
  • David Ferris, Fasken Martineau DuMoulin LLP
  • Dan Flaro, CFA, SVP, Country Executive, MB Business Capital Canada Inc.
  • Jill Fraser, Aird & Berlis LLP
  • Pat Forgione, McMillan LLP
  • Francesca Guolo, Goodmans LLP
  • Renée Ho, Director, Loan Syndications, TD Securities
  • Lisa Mantello, Osler, Hoskin & Harcourt LLP
  • Andrew McFarlane, DLA Piper (Canada) LLP
  • Tim Murray, Managing Director, Corporate Banking, RBC Capital Markets
  • James Padwick, Wildeboer Dellelce LLP
  • Stephanie Robinson, Associate General Counsel and Managing Director, Capital Markets – Corporate Banking, BMO Financial Group
  • David Rozin, Associate Vice President – Technology Banking, Business Services, National Bank of Canada
  • Mark Saraiva, Director, Loan Syndications, Corporate Banking, CIBC Capital Markets
  • Howard Silverman, Borden Ladner Gervais LLP
  • Don M.E. Waters, Partner, McMillan LLP
  • Courtney Wilson, Stikeman Elliott LLP


Group Discounts and Financial Assistance

Please note that the group discount is only available when paying for members of the same organization, at the same time, and payment is made with one invoice.  For financial assistance, please email financialaid-opd@osgoode.yorku.ca

Webcast Fee per Delegate

2-3 delegates: 25% off program fee
4-10 delegates: 30% off program fee
11+ delegates: 35% off program fee
Boardroom rates available.


The video stream will be sent to you via email as soon as payment is successfully processed.


All sales are final. Please make all enquiries related to program content and CPD/MCLE credit hours prior to purchase.


Have a question? Read our FAQs.

Technical Support

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

Program Details

Delivery Method

Web - On Demand

Date Recorded
October 10, 2018
Fee per Delegate

$1395 +HST

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Eligible CPD Credit Hours


Who Should Attend

  • Junior and mid-level lawyers practicing corporate/commercial and financial services law
  • Counsel and professionals practicing in related areas who need a solid understanding of loan agreements/transactions
  • In-house counsel at financial institutions, insurance companies, merchant banks, asset-based lenders, leasing companies and credit unions
  • Insolvency, litigation or government counsel seeking to gain a greater understanding of what is market in a secured lending or debt financing transaction
  • 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

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Program Testimonials from past participants

“Excellent. Very knowledgeable speakers. Covered a lot of material efficiently.” – Ari M. Shack, Affinity Law Group

“Very engaging and intimate, great speakers and important practical skills and real-life examples.” – Iana Namestnikova, Legal Consultant, Advanced Analytics, Deloitte