15th Mini MBA for Lawyers

Add to your existing knowledge and hone your business skills to become a better lawyer
Date: September 17 & 18, 2015
Location: Toronto
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Highlights

Discover how to properly analyze financial statements and interpret a company’s financial signals

Firm up your grasp of the valuation process so you can better understand quantitative assumptions and methods on behalf of your clients

Explore the active role of corporate counsel in an M&A and the impact valuations play

Get up to speed on the role of corporate counsel in risk management

Faculty

FACULTY
COURSE LEADERS
Pierre Lebel, Rzultz Consulting
Pierre Lebel is President & Founder of Rzultz Consulting and HR-Doctors. He provides pragmatic insight, and more than 20 years of corporate and global consulting expertise.
Glenn M. Bowman, CCC Investment Banking
Glenn M. Bowman is Managing Director at CCC Investment Banking. He specializes in acquisitions & divestitures, private debt & equity financings, financial restructurings, business & securities valuations and fairness opinions.
CO-LECTURERS
Lesley Bissett-Baldwin, IBIS International Business Intelligence Services Corporation
Lesley Bissett-Baldwin is Director - Worldwide Project Management at IBIS Corporation Business Intelligence Services Corporation, a global investigations, business intelligence, counter-terrorism and risk management firm.
John F. Cairns, CHUBB Insurance Company of Canada
John F. Cairns is the Senior VP, General Counsel and Corporate Secretary of Chubb Insurance Company of Canada and in that role is responsible for managing Chubb Canada’s legal affairs.
Veronica Kenny, UPS Canada Ltd.
Veronica Kenny is Labour and Employment Legal Manager at UPS Canada Ltd. She deals with a full range of labour and employment matters.
Brian M. Leck, Toronto Transit Commission
Brian Leck is General Counsel of the Toronto Transit Commission, Toronto Coach Terminal Inc. and Toronto Transit Consultants. He is also Director & General Counsel of the Toronto Transit Commission Pension Fund Society and TTC Insurance Company.
Dennis Leung, Grant Thornton LLP
Dennis Leung is Director of Valuations at Grant Thornton LLP. He is qualified as a Chartered Accountant and Chartered Business Valuator. He is involved in business valuation opinions.
Stephen Lewis, Ernst & Young Orenda Corporate Finance Inc.
Stephen Lewis is a Partner & Senior VP, Ernst & Young Orenda Corporate Finance Inc. where he focuses on managing the financing practice within the range of valuation, acquisition, divestiture and financing services.
Selma M. Lussenburg, Greater Toronto Airports Authority Pearson Airport
Selma M. Lussenburg is VP, Governance, Corporate Safety & Security General Counsel and Corporate Secretary at the Greater Toronto Airport Authority (Toronto Pearson International Airport).
Niguel A.D. Mousseau, Aecon
Niguel A.D. Mousseau is Legal Counsel within the legal department at Aecon. His primary focus is supporting Aecon’s business units in the nuclear, mining and social infrastructure fields.
Gregory Papinko, PricewaterhouseCoopers LLP
Greg Papinko is Associate Partner in the Tax Services practice of PricewaterhouseCoopers LLP. He assists clients with US corporate & international tax matters, acquisitions & divestitures and worldwide tax planning strategies.
Melanie Russell, Kalex Valuations Inc.
Melanie Russell is the founder of Kalex Valuations Inc. She has been involved in many assignments for a variety of public and private companies of various sizes and across many industries

Program

COURSE PROGRAM
Management Decision Making & Strategies
Corporate counsels are frequently being called upon to participate and advise in enterprise risk mitigation, effective management decision making and strategic planning. This session will provide an overview into strategic planning and enterprise performance methods & tools employed to ramp up an enterprise's success.

Key role in the corporate strategic planning process

Strategic mapping methods to focus & align objectives, resources, budgeting and people

Enterprise risk assessment methods to enable effective decision making

Influencing senior management decision making

Corporate Tax Fundamentals
Having a basic understanding of corporate taxation is essential to grasping the tax implications of business strategies and decision making. This session will provide a primer in taxation fundamentals that directly impact the bottom line.

Understanding key principles and concepts in taxation

Corporate tax structure and tax minimization

Integration concepts and remuneration planning

Basics of tax-efficient finance structures

Understanding Capital Markets
In today’s financial environment, structuring increasingly complex and innovative capital raising transactions is more challenging than ever. This session will examine what lawyers need to know about the latest financing choices and investment alternatives.

Latest trends in debt financing deals

Factors affecting growth in primary and secondary markets

Developments in money markets and high-yield bonds

Valuation and Pricing: Principles & Techniques
Valuation and pricing are important aspects of nearly every business transaction, especially concerning M&As, venture capital and shareholder disputes. Attending only to the purely legal aspects of these deals will not ensure an evenhanded transaction. This session explores the valuation process and how these techniques are applied.

Difference between fair market value and price

Valuation approaches and techniques

Understanding enterprise value and equity value

Multiples and cost of capital

Market comparables

Role of Corporate Counsel in M&As
Once a decision has been made by the organization to enter into an M&A, corporate counsel will become directly involved in laying the foundation for going forward with the transaction and seeing it through to conclusion. This session will examine the role of corporate counsel in an M&A.

Corporate counsel’s role in assessing potential M&As

Understanding the strategic benefit of the transaction

Valuing financial and operational synergies

Conducting or staging a due diligence and its impact on valuation

Due Diligence in Corporate Transactions
Due diligence is of paramount importance for completing corporate deals. Having a framework to guide the process means that crucial elements will not be forgotten. This session will look at the critical aspects of due diligence that have to be addressed to ensure a successful process.

Putting in place the due diligence team and team leader

Detailed checklists of the exact due diligence steps to follow

Establishing timetables

Documenting the examination and findings

Role of Corporate Counsel in Risk Management
Given that in-house counsel know both the law and the company, they are increasingly being called upon to take on a leadership role in risk management and oversight. Corporate counsel's duties must now often include the role of risk manager and business strategist in addition to legal advisor.

Identifying and assessing the reputational, business, environmental and operational risks

Linking risk appetite to strategy

Meeting corporate governance and enterprise risk management expectations

Drafting policies for compliance, including a code of ethics/conduct

Ensuring Legal & Ethical Corporate Behaviour
Counsel are often in the position of acting as corporate conscience, advising on legal and ethical behaviour and issues in line with the company’s mission, vision and values. This session explores best practices for ensuring adherence to high legal and ethical standards of behaviour within a business law context.

Bringing potentially illegal or unethical issues to senior management’s attention

Ensuring corporate familiarity with new legislation and regulations

How to preserve and protect privilege

Developing and implementing a whistle-blower policy

Role of Corporate Counsel in Complex Business & Regulatory Environments
Corporate counsel continue to take on expanding business advisory roles within major business operations, particularly within some of Canada's complex and highly regulated business environments. This session provides practical advice on how corporate counsel can add value and act as strategic business and risk advisors.

Managing the risk between business drivers: safety, security, legal and regulatory operations

Ensuring effective governance processes, legal, safety and security compliance

How to be an effective business partner: supporting & facilitating strategic business objectives and adding value

Financial Statement Analysis & Interpretation
Financial statement analysis can reveal a great deal about corporate performance and identify potential red flags about a company’s financial health. This session will examine financial statement items and ratios that are indicators of corporate performance and viability.

Using the balance sheet to examine assets and liabilities

Assessing revenues and expenses by analyzing the income statement

Key indicators of corporate performance and viability

Financial ratios most often utilized

Using financial ratios to assess liquidity, debt leveraging and profitability

Multimedia Presentations

MULTIMEDIA PRESENTATION
Management decision making & strategies
David P. Miller
Rogers Communications Inc.
Understanding financial statements
Joy Shuchat
Grant Thornton LLP
Environmental liabilities in Canada
Jacques Lavoie
Canadian Nuclear Safety Commission
Corporate tax fundamentals
Salvador M. Borraccia
Baker & McKenzie LLP
Workshop: Financial statement analysis & interpretation – Interpreting a company’s financial signals
Pierrette Dosanjh
MNP LLP
Valuation and pricing: Principles & techniques
Tom Strezos
Deloitte & Touche LLP
Role of corporate counsel in M&A transactions
W. Ian Palm
McCarthy Tétrault LLP
International Fnancial Reporting Standards (IFRS) conversion: Legal implications
Marc Cotie
Ricoh Canada Inc.
Role of corporate counsel in risk management
Yonni Fushman
Aecon Group Inc.
Corporate counsel’s role in business operations
Robert P. Ellis
Celestica Inc.
Due diligence in corporate transactions
Yelena Goren
Desjardins Financial Security
Mastering the annual report
Darren S. Kozol
Central 1 Credit Union
Role of corporate counsel in M&A valuations
Bruce Watson
Wolrige Mahon LLP
Valuation and pricing: Principles and techniques
Greg Williamson
Grant Thornton LLP
The role of the general counsel in enterprise-wide risk management
Doug Parker
Open Text Corporation
Practical considerations in commercial agreements
George Begic
Deloitte LLP
Challenges to effective information governance: A general counsel perspective
Kirsten Thompson
McCarthy Tétrault LLP
The evolving role of the general counsel in supporting the board
William G. Gilliland
Fraser Milner Casgrain LLP
Crisis management and the incommensurability of general counsel duties
Pierre Magnan
Gowling Lafleur Henderson LLP
In-House counsel checklist of cloud computing issues
Michael Davenport
Bank of Nova Scotia
Defining general counsel’s governance role in working with the board
Bradley D. Markel
Bennett Jones LLP
Counsel as the board’s information gatekeeper
Lawrence E. Thacker
Lenczner Slaght Royce Smith Griffin LLP
The role of counsel in ensuring and promoting compliance
Jonathan S. Drance
Stikeman Elliott LLP
General counsel's role in the use of social media
James M. Bond, Q.C.
McMillan LLP
General counsel’s role in identifying and mitigating corruption risk
David W. Anderson
The Anderson Governance Group

Participants

Aecon

CCC Investment Banking

CHUBB Insurance Company of Canada

Ernst & Young Orenda Corporate Finance Inc.

Grant Thornton LLP

Greater Toronto Airports Authority Pearson Airport

IBIS International Business Intelligence Services Corporation

Kalex Valuations

PricewaterhouseCoopers LLP

Rzultz Consulting

Toronto Transit Commission

UPS Canada Ltd.


Who should attend

Corporate lawyers practising in: Corporate and Commercial Law, M&As, Corporate Finance Law, Securities Law, Litigation, Tax Law, Bankruptcy Law, Corporate Counsel and Corporate Secretaries

Price

Price list:-
  • Course: $1975
  • Webcast only : $1575
  • Webcast and Proceedings : $1874
  • Course and Proceedings : $2274
  • Proceedings Only: $799
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Additional Information

REGISTRATION:
To reserve your place, call Federated Press toll-free at 1-800-363-0722. In Toronto, call (416) 665-6868 or fax to (416) 665-7733. Then mail your payment along with the registration form. Places are limited. Your reservation will be confirmed before the event.
LOCATION:
Courtyard by Marriott Downtown Toronto, 475 Yonge Street, Toronto, ON, M4Y 1X7, (800) 847-5075
CONDITIONS:
Registration covers attendance for one person, the supplementary course material as described in this document, lunch, morning coffee and refreshments during breaks are provided for registered duration. The proceedings of the event will be captured on audio or video. Multimedia proceedings with all slides and handouts can be purchased separately on a CD-ROM which will also include the event material.
This event is being webcast. A camera will capture the person making the presentation. A camera may also capture the registration desk. The public webcast only includes the presentation. By registering, you agree to waive any recourse against Federated Press as a consequence of the webcast of your presence at the event. Please enquire with onsite hosts if you wish to ensure that your seat is outside the scope of the webcast.
Workshops are not covered in webcast.
TIME:
Registration begins at 8:00 a.m. The morning sessions start promptly at 9:00.
CANCELLATION:
Please note that non-attendance at the event does not entitle the registrant to a refund. In the event that a registrant becomes unable to attend following the deadline for cancellation, a substitute attendee may be delegated. Please notify Federated Press of any changes as soon as possible. Federated Press assumes no liability for changes in program content or speakers. A full refund of the attendance fee will be provided upon cancellation in writing received 13 days prior to event date. No refunds will be issued after this date. Please note that a 15% service charge will be held in case of a cancellation.
DISCOUNT:
Federated Press has special team discounts. Groups of 3 or more from the same organization receive 15%. For larger groups please call Sandra Frattolillo at 1-800-363-0722, ext. 223 to get more information.
PAYMENT:
Payment must be received seven days prior to the event date.