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



Program Chairs

Eric Belli-Bivar

DLA Piper (Canada) LLP

Don Waters

McMillan LLP



 View the program brochure and agenda to see what you’ll learn from leading experts.


Recorded: Sep 23-24, 2020

$1495 + HST

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

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.
Professionalism 45m
Total12h 45m

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

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Online Technical Requirements

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