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Debt financing deals are increasingly complex. In today’s unsettled economy, it is critical for counsel to have an up-to-date understanding of the foundational legal and business issues.

This intensive OsgoodePD course will provide you with a comprehensive overview of the key aspects of loan transactions. A faculty of more than 20 experienced lawyers and bankers will share the knowledge, techniques and strategies you need to maximize the value of your services.

This program will cover:

  • Canadian debt financing, the types of products currently offered and how they reflect the current business climate
  • The objectives and requirements of appropriate due diligence
  • What every private practitioner and in-house counsel has to know about FINTRAC, the know-your-client rule and privacy issues in the context of lending transactions
  • Negotiating and drafting loan documentation from lenders’ and borrowers’ perspectives
  • The clauses of loan and credit agreements that are most important, and why
  • Strategic and tactical concerns in taking, perfecting and enforcing security
  • Understanding the issues raised by equipment lease financing today
  • Current best practices for legal opinions



  • Eric Belli-Bivar, DLA Piper (Canada) LLP
  • Don Waters, McMillan LLP
  • Chris Burr, Blake, Cassels & Graydon LLP
  • Bruce E. Darlington, DLA Piper (Canada) LLP
  • Sunny Dhillon, Director, Loan Syndications and Investment Banking, TD Securities
  • Michael Disney, Davies Ward Phillips & Vineberg LLP
  • John Estey, President, Stonebridge Lease Financing Corporation
  • David H. Ferris, Fasken Martineau DuMoulin LLP
  • Jill P. Fraser, Aird & Berlis LLP
  • Pat Forgione, McMillan LLP
  • Francesca Guolo, Goodmans LLP
  • Andrew J. F. Kent, McMillan LLP
  • Robert Kizell, Managing Director & Head, Asset Based Lending, RBC Capital Markets
  • Daphne J. MacKenzie, Stikeman Elliott LLP
  • Irene Markus, Managing Director & Head, Loan Syndications, Corporate Banking, CIBC Capital Markets
  • Tim Murray, Managing Director, Corporate Banking, RBC Capital Markets
  • Meaghan Obee Tower, Stikeman Elliott LLP
  • Caitlin Riddolls, Associate Vice President, Global AML – Canadian Banking and North American Direct Channels, TD Bank Group
  • Stephanie Robinson, Associate General Counsel and Managing Director, Capital Markets – Corporate Banking, BMO Financial Group
  • Robert Scavone, McMillan LLP
  • Howard S. Silverman, Borden Ladner Gervais LLP
  • Leanne M. Williams, Thornton Grout Finnigan LLP


Group Discounts

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.

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, including link to program materials 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.

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 5 & 6, 2016
Running Time


Fee per Delegate

$1295 plus 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 who practice in related areas who need a solid understanding of loan agreements/transactions
  • In-house counsel in financial institutions, insurance companies, merchant banks, asset-based lenders, leasing companies and credit unions
  • Documentation, lending and credit officers involved in documenting loans
  • Risk managers in financial institutions

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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

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