- Understand the key elements of compliant MD&A disclosure
- Get an in-depth look at trends in compliance and disclosure standards and practices
- Learn how to assess your internal processes for MD&A disclosure corporate compliance
- Discover practical drafting tips and techniques to
improve the quality of disclosure and avoid common deficiencies
- Find out what you need to know when preparing the discussion on results of operations
- Explore the issues related to liquidity, capital resources and cash flow disclosure
- Gain an insight into critical accounting polices and estimates discosure
- Learn what you need to know about KPIs and non-GAAP measures to provide investors with needed information
- Learn how to mitigate your exposure to litigation by shareholder activists
FACULTY
COURSE LEADERS
Brian Ludmer, Ludmer Law
Brian Ludmer is Principal at Ludmer Law. His experience includes M&As, corporate commercial, securities law, internal control, compliance, certification and corporate governance matters.
Gordon Raman, Borden Ladner Gervais LLP
Gordon Raman is a Partner at Borden Ladner Gervais LLP. He advises public companies and boards on governance matters, purchasers and vendors in relation to M&As, and issuers and underwriters in corporate finance transactions.
CO-LECTURERS
Rishi Bajaj, Sofina Foods Inc.
Rishi Bajaj is the Director of Finance at Sofina Foods Inc. He is responsible for analyzing operational results for multiple entities and communicating these results to executive stakeholders.
Parag Gandhi, Sleeman Breweries Ltd.
Parag Gandhi is Director of Finance and Accounting at Sleeman Breweries. He is responsible for financial operations & risk management.
Andrew Gray, Torys LLP
Andrew Gray is a Partner at Torys LLP. He has extensive expertise with respect to contested transactions, securities litigation and Ontario Securities Commission investigations.
Lincoln Greenidge, Enirgi Group Corporation
Lincoln Greenidge is Vice President, Finance and Controller at Enirgi Group Corporation with over 23 years of finance experience. He was formerly Corporate Controller at Hudbay Minerals.
Peter R. Jervis, Rochon Genova LLP
Peter Jervis is Senior Counsel at Rochon Genova LLP. His practice primarily involves securities litigation, class action litigation, complex commercial and financial litigation, and constitutional and administrative law litigation.
Jonathan A. Levin, Fasken Martineau DuMoulin LLP
Jonathan A. Levin is a Partner at Fasken Martineau DuMoulin LLP. He practices business law, with an emphasis on corporate finance, financial restructurings, M&As, securities, financial institution law and general business law matters.
Danusia Mielnik, Greater Toronto Airports Authority
Danusia Mielnik is Associate Director, Finance and Treasury at the Greater Toronto Airports Authority. Her experience is rooted in treasury, accounting, financial planning and risk management, which also includes the end-to-end MD&A drafting process.
Kerri Plexman, BDO Canada
Kerri Plexman is a Partner at BDO Dunwoody LLP. Her focuses on providing business advice to entrepreneurial-minded businesses, not-for-profit organizations and public companies.
James R. Reid, Davies Ward Phillips & Vineberg LLP
James R. Reid is a Partner at Davies Ward Phillips & Vineberg LLP. He has extensive experience on a broad range of capital market transactions, including public offerings of equity and debt and the sale and acquisition of public and private companies.
Michael Valihora, BNP Paribas Investment Partners Canada Ltd.
Michael Valihora is Senior Legal Counsel (North America), Chief Compliance Officer (Canada) at BNP Paribas Investment Partners Canada Ltd.