Program Chairs

Eric Belli-Bivar

DLA Piper (Canada) LLP

Don Waters

McMillan LLP

Learn what’s market and how to deal with key legal risks – and find out what you may be missing – when acting for borrowers or lenders in commercial loan transactions.

Commercial markets are evolving, making financing transactions more intricate and challenging. Get yourself up to speed and maximize the value of your services.

Back for its 17th year, this essential commercial law course features real-world examples and a faculty of leading lawyers and bankers with specialty knowledge, strategies and techniques, to provide you with a solid understanding of how to deal with loan transactions in today’s competitive market.

You will work through the core legal components of a financing transaction, step-by-step, with a special focus on managing strategic and tactical concerns from the borrower’s and the lender’s perspectives.

Can’t Make the Date? Registration includes 120-day unlimited, online access to the recorded program.

What You’ll Learn

Practical overview of Canadian debt financing, including a survey of products offered and how they reflect the current business climate

How to work with the commitment letter and term sheet

Tactics for negotiating and drafting loan documentation from a lender’s or borrower’s perspective

How to navigate critical issues raised by the type of credit facilities and the form of financing (e.g. asset-based lending vs. equipment lending)

Strategies for negotiating intercreditor arrangements and structuring priorities between lenders

How to deal with strategic and tactical concerns when taking, perfecting and enforcing security

What every professional needs to know about the ISDA Master Agreement and Schedules

Loan agreements – which clauses are most important and why

Best practices for providing opinions

Objectives and requirements of appropriate due diligence

How to navigate new and emerging legal trends and tips to avoid leaving money or risk on the table

PLUS! Registration includes What Corporate Commercial Lawyers Need to Know About Enforcing Security: A Litigators’ Perspective, an online module designed to provide you with a practical overview of how to navigate the enforcement of security. (Available on demand, recorded in 2020.)

Who Should Attend

Junior to mid-level lawyers in corporate/commercial or financial services law

Government and in-house counsel whose work involves financing or commercial transactions

Professionals who work with or who want a solid understanding of loan agreements/transactions, lending and credit facilities

Professionals working with financial institutions, merchant banks, asset-based lenders and leasing companies

Insolvency, litigation or government professionals seeking to gain a greater understanding of market conditions in commercial financing transactions

Management whose work involves negotiating deals involving commercial or debt financing



Program Chairs

Eric Belli-Bivar

DLA Piper (Canada) LLP

Don Waters

McMillan LLP


Leandro Zylberman

Senior Counsel, Canada Life

“Presentations were engaging and well‑organized. Appreciated receiving perspective from financial institutions. Very enjoyable overall.”


Nov 27-28, 2024

$1,595 + TAX


Nov 27-28, 2024
9:00 a.m – 4:30 p.m (ET)

Jan 23-24, 2025

$1,595 + TAX


Jan 23-24, 2025
9:00 a.m – 4:30 p.m (ET)

Printable registration form

If a downloadable form is required, please contact

“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

Please Note

Final CPD accreditation has yet to be confirmed. The hours below are for the 2023 iteration of the program and should be used as an estimate only. Confirmed hours will be available soon.

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.

CPD Hours
Contact us for inquiries about other provinces.
Substantive (Program)12h 5m
Professionalism (Program)1h
Total (Program)13h 5m
Substantive (Primer)1h 30m
Total (Primer)1h 30m

Are you reporting hours from a previous date?

View our CPD & Accreditation page to see previously calculated hours for this course.

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Frequently Asked Questions

Client and Technical Support

Have questions? Get advice in person, by email or over the phone.

Program content questions

Alexandra Karacsony, Program Lawyer

Online Technical Requirements

To ensure you do not encounter any issues that will impact or limit your learning experience, please review the following information.