Program Chairs
Eric Belli-Bivar
DLA Piper (Canada) LLP
Don Waters
McMillan LLP
Don’t leave money or risk on the table. Learn ‘what’s market’ – and what you may be missing – when acting for borrowers or lenders in commercial loan transactions.
Rapidly changing commercial markets are making financing transactions more intricate and challenging. Get yourself up to speed and maximize the value of your services.
In this practical and solutions-focused course, you will learn how to navigate key legal issues and trends involving secured and debt finance transactions and benefit from specialty knowledge, techniques and tactics from leading lawyers and bankers.
Back for its 18th year, this essential business/commercial law course will provide you with a solid understanding of loan transactions in today’s competitive market and strategies to deal with current and emerging trends. You will work through the essential legal components of a financing transaction step-by-step, with a focus on strategic and tactical concerns from the borrower’s and the lender’s perspectives, and real-world examples to illustrate key concepts.
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 securit
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
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 lending/financing or commercial transactions
Professionals whose work involves negotiating or reviewing commercial deals, financing, loan agreements, transactions, lending or credit facilities
Professionals working with financial institutions, merchant banks, asset-based lenders or leasing companies
Insolvency or litigation professionals seeking to gain a greater understanding of market conditions in commercial financing transactions
Consultants
Faculty
Program Chairs
Eric Belli-Bivar
DLA Piper (Canada) LLP
Don Waters
McMillan LLP
Instructors
Register
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
Please Note
The hours below are for the 2024 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.
| Substantive | 13h 35m |
|---|---|
| Professionalism | 1h |
| Total | 14h 35m |
| LAWPRO Risk Credit Management | Yes |
|---|
Are you reporting hours from a previous date?
View our CPD & Accreditation page to see previously calculated hours for this course.
LAWPRO
This program is approved for LAWPRO Risk Management Credit.
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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Do you have an LLB/JD? Consider taking a single LLM course for deeper learning in a specific area of practice – all credits will apply towards a Professional LLM.
Explore LLM coursesFrequently 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
AKaracsony@osgoode.yorku.ca
Registration questions
Technical support
Online Technical Requirements
To ensure you do not encounter any issues that will impact or limit your learning experience, please review the following information.