Monday June 14, 2010

8:45 am
Opening Remarks from the Chair
Pierre L. Soulard
Partner, Ogilvy Renault LLP

9:00 am
The Latest Word in Corporate & Securities Law
D’Arcy Doherty
Partner, Gowling Lafleur Henderson LLP
Farida James
Associate, Gowling Lafleur Henderson LLP

• Examining the latest developments with the CBCA
• Rounding up the significant legal developments in corporate & securities law
• The latest word on asset sales and purchases, share sales and purchase agreements
• Update on private issuer exceptions
• Exploring the new insider reporting regime
• Dealing with NI 31-103: handling the new registration regulations

9:45 am
Networking Refreshment Break

10:00 am
Dealing with Not-For-Profit Corporations: Practical Advice and Strategies
Nick G. Pasquino
Borden Ladner Gervais LLP

• Understanding the current state of the law for not-for-profit corporations
  • reviewing new developments coming down the pipeline
• Examining the requirements from Industry Canada and provincial regulations
• Best practices for maintaining not-for-profit corporations on an annual basis
• Exploring corporate governance issues
• Comprehending the difference between provincially registered and federally registered not-for-profit corporations
• Highlighting issues with not-for-profit registrations and by-laws
• Dealing with changes for not-for-profit corporations

11:00 am
Analyzing Financial Statements and Accounting Practices
Michelle Myers
Manager, KPMG LLP
Naveen Kalia
Senior Manager, Financial Institutions Practice, KPMG LLP

• Best practices for reading and understanding financial statements
  • assets versus liabilities
  • shareholders’ equity versus owners’ equity
  • what are the key financial issues when reviewing financial statements?
  • top items to examine when reviewing financial statements
• Identifying common red flags in financial statements
  • Anomalies in reporting and accounting processes
• Demystifying complex and confusing organization structures
• Finding dividends in financial statements
• Understanding “accounting speak”: demystifying the most common accounting terms

12:00 pm
Networking Luncheon for Delegates and Speakers

1:15 pm
Demystifying Tax Rollovers/Reorganizations
Timothy Fitzsimmons
Fraser Milner Casgrain LLP

• Understanding the ins and outs of the most frequently occurring tax rollovers and reorganizations
• s.51 rollovers
• s.85(1) rollovers (rollover to a corporation)
• s.85(2) rollovers (rollover by a partnership to a corporation)
• s.85.1 rollovers (share for share exchanges)
• s.86 rollovers (reorganization of capital)
• s.87 rollovers (amalgamation)
• s.97 rollovers (partnership rollovers)
• Deciding between s.85 and s.86 rollovers: what are the benefits and drawbacks of each?
• Examining the differences, advantages, disadvantages and best case scenarios for each type of rollover

2:15 pm
Best Practices for Drafting Closing Agendas and Closing Documents
Karen Slater
Corporate Securities Law Clerk
Fraser Milner Casgrain LLP

• Comprehending the relevant legal requirements necessary to executing a closing
  • incorporating those legal requirements into your closing documents
• Understanding the role of the law clerk in drafting closing documentation
  • what is the lawyer responsible for?
• Successful strategies for drafting outstanding closing agendas
• Incorporating changes to the transaction in the closing documentation
• Reviewing templates and precedents for closing documentation
• Avoiding common pitfalls
• Assembling distribution lists
• Utilizing and modifying precedents
• How to keep track of critical information
• Examining the post-closing tasks
• Working with virtual deal rooms and virtual closings

3:15 pm
Networking Refreshment Break

3:30 pm
Successful Strategies for Dealing with Corporate Reorganizations & Restructurings
Dean Murray
Blake, Cassels & Graydon LLP

• Differentiating between typical corporate reorganizations and restructurings
  • Acquisitions
  • Takeovers
  • Dissolutions
  • Continuances
  • Amalgamations
• Examining the different causes of corporate reorganization and restructuring
• What is the impact of restructurings on shares?
• Best practices for preparing changes to articles of incorporation
• What impact do restructurings have on by-laws?
• Understanding the impact of reorganizations and restructurings on corporate governance

4:15 pm
Refining Your Due Diligence Skills
Kathleen Butterfield
Fasken Martineau Dumoulin LLP
Gina Croce
Senior Transaction Law Clerk, Fasken Martineau Dumoulin LLP

• Comprehending transaction specific due diligence requirements
• Checklists and precedents for due diligence projects
• Knowing the key details to look for when participating in due diligence projects
• Applying best practices and avoiding common mistakes
• Contributing to advanced due diligence assignments
• Best practices for reporting search results

5:00 pm
Closing Remarks from Chair & Conference Concludes