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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 values of your services.

Back for its 12th 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 raided by the type of credit facilities to be established 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 Waters, McMillan LLP


  • Alison Beer, Legal Counsel, Ontario Securities Commission (OSC), Derivatives Branch
  • Joyce Bernasek, Osler, Hoskin & Harcourt LLP
  • Chris Burr, Blake, Cassels & Graydon LLP
  • Ken Bursey, Senior Counsel & Director, Capital Markets – Corporate Banking, Legal and Regulatory Compliance, BMO Financial Group
  • Sunny Dhillon, Director, Loan Syndications & Investment Banking, TD Securities
  • John Estey, President, Stonebridge Lease Financing Corporation
  • David Ferris, Fasken Martineau DuMoulin LLP
  • Dan Flaro, CFA, SVP & Managing Director, Asset Based Lending, Fifth Third Business Capital Canada
  • Jill Fraser, Aird & Berlis LLP
  • Pat Forgione, McMillan LLP
  • Lisa Mantello, Osler Hoskin & Harcourt LLP
  • Tim Murray, Managing Director, Corporate Banking, RBC Capital Markets
  • Meaghan Obee Tower, Stikeman Elliott LLP
  • James Padwick, Wildeboer Dellelce LLP
  • Stephanie Robinson, Associate General Counsel and Managing Director, Capital Markets – Corporate Banking, BMO Financial Group
  • David Rozin, Vice President and Head, Technology and Innovation, Roynat Capital, Commercial Banking, Scotiabank
  • Mark Saraiva, Director, Loan Syndications, Corporate Banking, CIBC Capital Markets
  • Noah Schein, Norton Rose Fulbright Canada LLP
  • Howard Silverman, Borden Ladner Gervais LLP
  • Don Waters, McMillan LLP
  • Tushara Weerasooriya, McMillan LLP



Fees include attendance, program materials, lunch and break refreshments.

Group Discounts and Financial Assistance

OsgoodePD offers group rates and financial assistance for both on-site and webcast formats.

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.

Cancellations and Substitutions

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 14 days prior to the program date. If a cancellation request is made with less than 14 days notice, a $75 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.


Have a question? Read our FAQs.

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

October 2-3, 2019
9:00 a.m. - 4:00 p.m. EDT

Online Replay
November 7-8, 2019
9:00 a.m. - 4:00 p.m. EST
Register for Online Replay 

Fee per Delegate

$1,495 plus HST

Newly Licensed (2016-2019):
$747.50 plus HST

Register Now

Printable Registration Form

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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Accredited By


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

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.