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Are you confident in tackling complex issues in commercial finance?

Financial transactions are increasingly complex as the market and laws continue to rapidly change. In one intensive day, you can get up to speed on essential changes and trends in financing.

Designed for legal and business professionals with experience in financial transactions, this annual conference focuses on providing you with crucial considerations, strategies and tactics you need to know in order to avoid costly missteps.

Focused on the practical, with perspectives for both the borrower and the lender, this new OsgoodePD program will provide you with a carefully structured, practical understanding of how to tackle the complex and thorny issues that are top of mind for all professionals involved in secured lending and debt finance transactions in Canada. You will be able to network and learn from a multidisciplinary faculty of experts, and emerge from the program with increased confidence and a grasp of current challenges and emerging trends. You will learn:

  • How to tackle complex issues in enforcement and realizing on security, including how to identify key issues, understand your legal risks and tactics for avoiding common pitfalls
  • How to navigate the economics of private equity acquisition financing
    • Why is this a bourgeoning, unique and powerful area of finance with its own distinct players and rules?
    • What are the best practices for preparing the complex documentation?
  • Recent updates to key tax considerations, along with guidance and tactics for managing complex tax issues in financing, including cross-border or multi-jurisdictional transactions involving Canada, the US, and the EU/UK
  • A concise overview of recent key changes and trends in cross-border guarantees and security, along with their impacts on tax restrictions
  • Current trends and emerging issues in sanctions laws that impact financing, including a review of the powers and international reach granted by the Special Economic Measures Act (SEMA)
  • How to simplify complex issues in securities
    • how to ensure perfection with different types of property, including specific guidance on navigating problems areas in perfecting security
    • considerations for effectively managing electronic chattel paper
  • Critical updates on leaving LIBOR, including practical strategies for transition projects
    • comprehend the key impacts and valuable updates
    • get an overview of the initiatives underway in Canada and elsewhere
    • essential considerations and tactics for developing a game plan
    • evaluating the alternatives to LIBOR and the risks of non-compliance

Can’t attend live? Catch-up anytime with new 120-day program access!

Faculty

Program Chairs:

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

Faculty:

  • Matthew Ayearst, Vice President, IBOR Transition Office (CM Lead), BMO Capital Markets
  • Chris Burr, Blake, Cassels & Graydon LLP
  • Donald (Don) Johnston, Aird & Berlis LLP
  • Joseph McKernan, Hodgson Russ LLP Attorneys (New York)
  • Patience Omokhodion, Cassels Brock & Blackwell LLP
  • Andrew Oppenheimer, Hodgson Russ LLP Attorneys (New York)
  • Stephanie Robinson, Associate General Counsel and Managing Director, Capital Markets – Global Corporate Banking, BMO Financial Group
  • Tony Sabeta, B.Eng, Patent Agent, Aird & McBurney LP
  • Vladimir Shatiryan, Blake, Cassels & Graydon LLP
  • Leanne Williams, Thornton Grout Finnigan LLP

Delivery

After your purchase is complete, the course will appear in the Order History of your OsgoodePD account with a link to "View Program". Once you click "View Program" you will be forwarded to the Zoom meeting for the webinar. This will be unlocked on the day of the program. You will have access to the content for 120 days.

Program Changes

We will make every effort to present the program as advertised, but it may be necessary to change the dates, location, speakers or content with little or no notice.

FAQs

Have a question? Read our FAQs.

Technical Support

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

Program Recorded: October 28, 2020

Program Details

Date & Time

December 10, 2020
8:30 a.m. - 4:30 p.m. EST

Location

Online - Web Replay

Fee per Delegate

$795 + HST

Newly Licensed (2017-2020): $397.50 + HST

Register Now

Printable Registration Form

Eligible CPD Credit Hours

Questions?

Who Should Attend

  • Mid-level to senior lawyers in private practice, in-house, government, or procurement involved with M&A, commercial transactions, banking and finance
  • Senior paralegals, law clerks, consultants – involved with M&A, commercial transactions, banking and finance
  • Transaction or M&A managers or advisors, directors, or corporate banking or finance executives, chief financial officers.
  • Bankruptcy or insolvency professionals
  • In-house counsel with companies involved in commercial lending (whether as lender or borrower)
  • Risk managers, senior management, executives, documentation or credit officers or loan officers
  • Business development, business or acquisition scout, fund manager, account manager
  • Due diligence professionals, corporate analyst, banking analyst, finance analyst or analyst
  • Anyone who needs a solid, practical understanding of how to navigate key advanced issues involving commercial lending and transactions.

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Accredited By

LawPRO

Here’s what some attendees at our recent Secured Lending & Debt Finance programming had to say:

“Excellent. Great instructors and excellent topics [which] were very well put together and interesting. Facilities were top notch.” – Mike Gillis, Cox & Palmer LLP

“Excellent. Very informative.” – Luciano Butera, Director of Legal & Risk, Canada, NextGear Capital

“Very Good. Your instructors were excellent. [S]essions were very useful [and] day 2 was great when there was a lawyer and a banker or in-house [person] – this gave great legal and business insight.” – Rachel Andrew, Dentons LLP

“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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