Program Materials

Student Investigations The Legal and Practical Guide

Table of Content

Program Date: November 14, 2016

TAB A
Agenda

TAB B
Faculty List and Biographies

TAB 1
What Guides Your Actions? The Statutory Framework Surrounding Student Discipline Investigations
Robert G. Keel, Keel Cottrelle LLP

TAB 2
Tips & Best Practices to Conducting an Investigation
Colin Fleming, Protective Services Consultant, OPC
Joseph Geiser, Protective Services Coordinator, CPCO
Nicola Simmons, Keel Cottrelle LLP

TAB 3
The Do’s and Don’ts in Drafting Expulsion Reports
Liz Cook, School Support Officer, Leadership Development & School Support Services, Peel District School Board
Lawrence De Maeyer, School Services Officer, Peel District School Board

TAB 4
Case Study
Robert G. Keel, Keel Cottrelle LLP

TAB 5
Notes

The 7th Annual Guide to Negotiating, Challenging and Drafting Domestic Contracts

Table of Content

Program Date: November 7, 2016

Tab A
Agenda

Tab B
Faculty List and Biographies

Tab 1
Tax Principles of Separation Agreements
Andrew J. Freedman, CPA, CA•IFA, CBV, ASA, Managing Director, Dispute Consulting, Duff & Phelps Canada Limited

Tab 2
Key Provisions in Parenting Agreements and Parenting Coordination Agreements
Judith M. Nicoll, McInnis & Nicoll
Elizabeth A. Hyde, B.Ed., LL.M., Acc. FM, Riverdale Mediation

Tab 3
Life Insurance Provisions and Separation Agreements
Paul E. McInnis, McInnis & Nicoll

Tab 4
Bankruptcy-Proofing the Agreement: The Effect of Bankruptcy on Separation Agreements
Robert A. Klotz, Klotz Associates

Tab 5
Family Law Arbitration Agreements – What You Need to Know
Lorne H. Wolfson, Torkin Manes LLP
Sara Mintz, Torkin Manes LLP
Jodi Kovitz, Torkin Manes LLP

Tab 6
Pension Division Clauses at Marriage Breakdown
Bryan R.G. Smith, Lerners LLP
Lindsey Love-Forester, Lerners LLP

Tab 7
Avoiding the Pitfalls in Complex Marriage Contracts
Gerald P. Sadvari, & Sadvari

Tab 8
Wills & Estates Issues in Domestic Contracts (slides)
Risa Awerbuck, Torkin Manes LLP

Tab 9
Notes

11th Annual Advanced Issues in Special Education Law

Table of Content

Program Date: October 17, 2016

TAB A
Agenda

TAB B
Faculty List and Biographies

TAB C
Case Study

TAB 1
Managing Human Rights Issues in Special Education
Jessica Koper, Shibley Righton LLP
Dr. Sharon Pyke, Superintendent of Education, Greater Essex County District School Board

TAB 2
Managing Violent Behaviour
Sheila M. MacKinnon, Shibley Righton LLP
Dr. Sharon Pyke, Superintendent of Education, Greater Essex County District School Board
Sheilagh Turkington, Cavalluzzo Shilton McIntyre Cornish LLP

TAB 3
Special Education Appeal Board: Trials and Tribulations
Dr. Sharon Pyke, Superintendent of Education, Greater Essex County District School Board
Wayne Hobbs, Senior Manager, Student Services, Waterloo Catholic District School Board

TAB 4
Keynote Address: “Best Practices for Managing Lockdowns Including Special Needs Students”
Ted Byers, Superintendent of Special Education, Peel District School Board

TAB 5
Child Protection Services and School Boards: Challenges and Opportunities
Nicola Simmons, Keel Cottrelle LLP
Simon Fisch, Counsel, Children’s Aid Society of Toronto

TAB 6
Notes

6th Annual Recent Developments and Complex Issues in Child and Spousal Support

Table of Content

Program Date: October 13, 2016

TAB A
Agenda

TAB B
Faculty List and Biographies

TAB 1
The Most Significant Recent Judicial Decisions Affecting Child & Spousal Support Matters in Family Law
Aaron Franks, Epstein Cole LLP

TAB 2
“When I was Your Age….”: Support Issues and Adult Children
Philip W. Augustine, Augustine Bater Binks LLP

TAB 3
Spousal Support in the Mushy Middle
Mary-Jo Maur, Assistant Professor & Director, Introduction to Lawyering Skills, Faculty of Law, Queen’s University; Counsel, Templeman, Menninga, LLP

TAB 4
Looking to Guarantee Support? What Are Your Options?
Stanley P. Jaskot,Jaskot Family Law Barristers LLP

TAB 5
Think You are Exceptional? Maybe, Maybe Not…
Carol Crawford, Gowling WLG (Canada) LLP

TAB 6
Understanding Income Determination for Support Purposes
Stacie R. Glazman, LLM , CBV, CS,Barrister & Solicitor

TAB 7
Double Dipping Issues in the Determination of a Business Valuation and Spousal Support
Lorne H. Wolfson, Torkin Manes LLP
Andrew Freedman, CPA, CA•IFA, CBV, ASA, Managing Director, Dispute Consulting, Duff & Phelps Canada Limited

TAB 8
Notes

The Intensive Short Course in Secured Lending and Debt Finance

Table of Content

Program Date: October 5, 2016

TAB A
Agenda

TAB B
Faculty List and Biographies

TAB 1
The Canadian Debt Financing Market – An Overview
Tim Murray,Managing Director, Corporate Banking, RBC Capital Markets
Sunny Dhillon, Director, Loan Syndications and Investment Banking, TD Securities
Chint Kulkarni, Managing Director, CIBC Capital Markets

TAB 2
Working With the Commitment Letter and Term Sheet
Stephanie Robinson, Associate General Counsel and Managing Director, Capital
Markets – Corporate Banking, BMO Financial Group

TAB 3
Conducting Effective Due Diligence
David H. Ferris, Fasken Martineau DuMoulin LLP

TAB 4
Equipment Lease Financing in Today’s Loan Transactions
Jill P. Fraser,Aird & Berlis LLP
John Estey, President, Stonebridge Lease Financing Corporation

TAB 5
Negotiating and Drafting the Credit Agreement
Don Waters, McMillan LLP
Eric Belli-Bivar, DLA Piper (Canada) LLP

TAB 6
Taking Effective Security
Meaghan Obee Tower,Stikeman Elliott LLP

TAB 7
Priorities and Intercreditor Arrangements, Second Lien, Subordinated and Mezzanine Lending
Pat Forgione, McMillan LLP
Chris Burr, Blake, Cassels & Graydon LLP

TAB 8
Asset-Based Lending
Howard S. Silverman, Borden Ladner Gervais LLP
Robert Kizell, Managing Director & Head, Asset Based Lending, RBC Capital Markets

TAB 9
Dealing with Privacy/Money Laundering Issues, FINTRAC and the Know-YourClient Rule
Caitlin Riddolls,Vice President, Global AML – Canadian Banking and North American Direct Channels, TD Bank
Lilly Di Felice, AVP, Global AML Policy Training & Governance, TD Bank

TAB 10
Enforcing and Realizing on Security
Bruce E. Darlington, DLA Piper (Canada) LLP
Leanne M. Williams, Thornton Grout Finnigan LLP

TAB 11
Providing Opinions: Tips and Traps – What Works, What Doesn’t
Robert Scavone, McMillan LLP
Francesca Guolo, Goodmans LLP

TAB 12
Notes

The Civil Litigator’s Guide to Tribunal Advocacy

Table of Content

Program Date: October 5 - 6, 2016

TAB A
Agenda

TAB B
Faculty List and Biographies

TAB 1
What’s Distinctive About Tribunal Advocacy?
Jordan Glick, WeirFoulds LLP
Daniel M. Huffaker, Counsel, Ministry of the Attorney General (Ontario), Constitutional Law Branch

TAB 2
Understanding What Drives Your Particular Tribunal
Alexandra S. Clark, Director, Enforcement Litigation, Investment Industry Regulatory Organization of Canada (IIROC)
Jean-Claude Killey, Paliare Roland Rosenberg Rothstein LLP

TAB 3
Investigation and Discovery In Tribunal Proceedings
i. The Advocate’s Role at Prehearing Stage – Investigation and Discovery
Lonny J. Rosen, C.S., Rosen Sunshine LLP
Amy Block, College of Physicians and Surgeons of Ontario

TAB 4
ii. The Advocate’s Role in Negotiations and Resolution
Rebecca C. Durcan, Steinecke Maciura LeBlanc
Gary Yee, Licence Appeal Tribunal, Safety, Licensing Appeals and Standards Tribunals Ontario (SLASTO)

TAB 5
The Hearing
i. Motions Before the Tribunal
Sylvia Davis, Counsel, Ministry of the Attorney General (Ontario), Legal Services Branch, Environment and Climate Change

TAB 6
ii. The Charter and the Tribunal
Adrienne Telford, Cavalluzzo Shilton McIntyre Cornish LLP

TAB 7
iii. Calling Evidence Before the Tribunal
Kristi Sebalj, Registrar and Senior Legal Counsel, Ontario Energy Board

TAB 8
iv. Legal Argument Before the Tribunal
Bonni Ellis, Lerners LLP

TAB 9
Day 2
Introduction and Overview
Luisa Ritacca, Stockwoods LLP
Matthew Horner, Counsel, Ministry of the Attorney General (Ontario), Constitutional Law Branch

TAB 10
Notes