Program Chair(s)
Eric Belli-Bivar
DLA Piper (Canada) LLP
Don Waters
McMillan LLP
Are you confident in handling commercial financing transactions?
As commercial markets continue to rapidly change, financing is becoming increasingly complex. Get up to speed quickly with our highly experienced faculty of lawyers and bankers in this practical and intensive course, and benefit from specialty knowledge, techniques and tactics to maximize the value of your services.
Back for its 13th year! This intensive OsgoodePD course will provide you with a comprehensive understanding of loan transactions in today’s competitive market. 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.
Registration includes 120-day unlimited, online access to the recorded program.
What You’ll Learn
Overview of Canadian debt financing, including an examination of products 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
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
Faculty
Program Chairs
Eric Belli-Bivar
DLA Piper (Canada) LLP
Don Waters
McMillan LLP
Instructors
Agenda
View the program brochure and agenda to see what you’ll learn from leading experts.
Register
Recorded: Sep 23-24, 2020
$1495 + HST
Printable registration form
If a downloadable form is required, please contact osgoodepd@osgoode.yorku.ca.
“Is financial assistance or funding available?”
As law evolves, we know how important it is to stay up to date. We also understand the financial implications of continuously upgrading your professional skills and knowledge. For more information on available options, including Job Grants, OSAP, please visit:
CPD and Accreditation
OsgoodePD is an accredited provider with the LSO, the Law Society of BC and NY CLE Board. Select your location to view the eligible hours you may claim.
| Substantive | 12h |
|---|---|
| Professionalism | 45m |
| Total | 12h 45m |
Are you reporting hours from a previous date?
View our CPD & Accreditation page to see previously calculated hours for this course.
Deeper Learning Opportunities
LLMs
Are you a law graduate or an executive/senior professional with at least 5 years of specialized experience? Consider a full-time or part-time LLM degree.
Part-time LLMs Full-time LLMsThe Osgoode Certificate
Stay competitive with deep dives into the most critical issues in law. Taught by leading experts and designed for flexible learning, choose from multi-day programs or take courses at your own pace to build towards a certificate.
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Online Technical Requirements
To ensure you do not encounter any issues that will impact or limit your learning experience, please review the following information.