Program Chairs

Eric Belli-Bivar

DLA Piper (Canada) LLP

Don Waters

McMillan LLP

Eligible for

Are you confident in your ability to manage challenging issues and risk in commercial financing 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 16th year, this intensive OsgoodePD 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.

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)

Best practices for providing opinionsObjectives and requirements of appropriate due diligence

Factors to consider when lending to Fintech and SaaS companies, including changes in light of Silicon Valley Bank events

Objectives and requirements of appropriate due diligence

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

How to construct a closing checklist from the term sheet, commitment letter and loan agreement

Plus! Registration includes access to 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

Consultants

Faculty

Program Chairs

Eric Belli-Bivar

DLA Piper (Canada) LLP

Don Waters

McMillan LLP

Instructors

Agenda

Day 1: November 22, 2023

Chairs’ Welcome and Opening Remarks (9:00 a.m ET)

Day 2: November 23, 2023

Register

Apr 8-9, 2024

$1,495 + TAX

Time

Apr 8-9, 2024
9:00 a.m – 4:30 p.m (ET)

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.

CPD Hours
Format
Contact us for inquiries about other provinces.
Substantive13h 35m
Professionalism1h
Total 14h 35m
LawPRO Risk Management CreditYes

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

Stephen Ahad, Program Lawyer
SAhad@osgoode.yorku.ca

Online Technical Requirements

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