Program Materials

8th Annual M&A Skills Boot Camp

Table of Content

Program Date: March 31 - April 1, 2015

Tab A
Agenda

Tab B
Faculty List and Biographies

Tab 1
Overview and Getting Started
Robert O. Hansen, McCarthy Tétrault LLP
Aaron S. Emes, Torys LLP
Catherine Youdan, Blake, Cassels & Graydon LLP

Tab 2
Effective Due Diligence
Jason (Jake) Bullen, Cassels Brock & Blackwell LLP

Tab 3
Structuring the Deal
Jon Northup, Goodmans LLP
Paul A.D. Mingay, Borden Ladner Gervais LLP

Tab 4
Managing Regulatory Risk
Mark Opashinov, McMillan LLP

Tab 5
Managing Risk in International Transactions
Michael D. Amm, Torys LLP
Lisa Damiani, General Counsel and Corporate Secretary New Gold Inc.

Tab 6
Negotiating the Fundamentals
Brian Levett, Minden Gross LLP
Thomas A. McKee, Blake, Cassels & Graydon LLP
Laurie N. Duke, Torys LLP

Tab 7
Labour, Employment, Pension and Benefits Issues in the M&A Process
Darryl R. Hiscocks, Torys LP
Susan Nickerson, Torys LLP

Tab 8
Corporate Governance Matters and Regulatory Update
Kent E. Thomson, Davies Ward Phillips & Vineberg LLP
Amanda Linett, Stikeman Elliott LLP
Jason Koskela, Senior Legal Counsel, Ontario Securities Commission

Tab 9
What’s Market? Highlights from Recent Deals and Studies
Kathleen M. Ritchie, Gowling Lafleur Henderson LLP
André Perey, Blake, Cassels & Graydon LLP
Samantha Horn, Stikeman Elliott LLP

Tab 10
Assessing IT and Intellectual Property Ownership
Richard Corley, Goodmans LLP

Tab 11
Identifying and Mitigating Environmental Risks
Michael J. Fortier, Torys LLP

Tab 12
Closing and Post-Closing Logistics: Best Practices
Paul A. Simon, Borden Ladner Gervais LLP
Adam Walsh, General Counsel, Choice Properties REIT

Tab 13
Notes

Setting Up/Knocking Down Asset Protection Structures

Table of Content

Program Date: March 3, 2015

Tab A
Agenda

Tab B
Faculty List and Biographies

Tab 1
Asset Protection: Essential Background Law and Recent Developments for Corporate Lawyers and Litigators
Geoff R. Hall, McCarthy Tétrault LLP

Tab 2
Creditor-Proofing: What’s Workable, What’s Permissible and What Crosses the Line?
Bob Klotz, Klotz Associates

Tab 3
What’s a Nice Lawyer Like You Doing in a Place Like This? Ethical and Professional Issues in Asset Protection
Patricia Donlevy-Rosen, Donlevy-Rosen & Rosen, P.A.
Alex Ilchenko, Pallett Valo LLP
Jeffrey S. Leon, Bennett Jones LLP

Tab 4
Protecting/Pursuing the Assets of Owner -Managers and Closely-Held Companies
Chris Burr, Blake, Cassels & Graydon LLP
Samuel M. Robinson, Stockwoods LLP

Tab 5
Issues and Strategies in Key Areas
Jacqueline Mills, Barrister & Solicitor
James W. Murdoch, Thorsteinssons LLP Tax Lawyers
Raj S. Sahni, Bennett Jones LLP
Maureen Ward, Bennett Jones LLP

Tab 6
Where’s Waldo’s Stuff? Chasing Assets Around a Wired World
Jennie Chan, Managing Director, Kroll
John. L Finnigan, Thornton Finnigan Grout LLP
Howard D. Rosen, Donlevy-Rosen & Rosen, P.A.
Jim Patterson, Bennett Jones LLP

Tab 7
Notes

Data Breaches: Avoidance, Preparedness and Response

Table of Content

Program Date: March 2, 2015

Tab A
Agenda

Tab B
Faculty List and Biographies

Tab 1
Legal Risks and Damages: State of the Law
Alex Cameron, Fasken Martineau DuMoulin LLP
Vera Toppings, Fasken Martineau DuMoulin LLP
Theodore P. Charney, Charney Lawyers LLP

Tab 2
Conducting an Organizational Review
Timothy M. Banks, Dentons Canada LLP
Karen Burke, Head of Enterprise Privacy, Bank of Montreal

Tab 3
Developing an Effective Incident Response Plan
Daniel J. Michaluk, Hicks Morley Hamilton Stewart Storie LLP
Peggy Byrne, Senior Counsel, CIBC

Tab 4
Roles of the Breach Response Team
Daniel Tobok, Managing Director, Security Consulting and Forensics, TELUS Security Solutions
Shawn Melito, Vice President, Immersion, Ltd.
Greg Vanier, Director, Global Public Affairs

Tab 5
Breach Notification and Harm Mitigation
David Fraser, McInnes Cooper
John Russo, Vice President, Legal Counsel & Chief Privacy Officer, Equifax Canada

Tab 6
Data Breach Insurance
Patrick Bourk, Senior Vice President, Management Risk Practice Leader, Integro Insurance Brokers
Matthew Davies, Director – Professional, Media and Cyber Liability, Chubb Insurance Company of Canada
Bobbie Goldie, Vice President, Professional Risk, ACE Canada

Tab 7
Notes

Expert Forensic Evidence in Criminal Proceedings

Table of Content

Program Date: January 16, 2015

Tab A

Agenda

Tab B

Faculty List and Biographies

Tab 1

New Developments in the Jurisprudence on Expert Testimony
Jeffrey R. Manishen, Ross & McBride LLP (Moderator)
The Hon. Justice Michal Fairburn, Superior Court of Justice (Ontario)
The Hon. Justice David Paciocco, Ontario Court of Justice

Tab 2

New Developments in Forensic Pathology as a Prototype for Other Forensic Disciplines
Michael S. Pollanen, MD, Ph.D, FRCPath, DMJ (Path) FRCPC Founder, Forensic Pathology, Chief Forensic Pathologist of Ontario, Professor, Department of Laboratory Medicine & Pathobiology, University of Toronto
Kristopher S. Cunningham, MD, Ph.D, Forensic and Cardiovascular Pathologist
Charis Kepron, MD, MSc, FRCPC, Forensic Pathologist Eastern Ontario Forensic Pathology Unit, Ontario Forensic Pathology Service
John R. Fernandes, MDCM, FRCSC, FRCPC, Founder Designation in Forensic Pathology, Medical Director of the Regional Forensic Pathology Unit, Forensic Pathology Programme Director and Associate Professor, McMaster University and Hamilton Health Sciences

Tab 3

Distinguishing Between Science and Pseudo Science?
Michelle Shouldice, MEd, MD, FRCPC, FAAP, Head, Division of Paediatric Medicine, Associate Professor of Paediatrics University of Toronto, Hospital for Sick Children
Dr. Kathy Gruspier, Ph.D, J.D., Forensic Anthropologist Associate Professor, Laboratory Medicine and Pathobiology Ontario Forensic Pathology Service
Jonathan Newman, Deputy Director – Scientific Services, Centre of Forensic Sciences

Tab 4

Issues in Obtaining an Expert’s Opinion: To Draft or Not to Draft and Other Dilemmas
Mark J. Sandler, Cooper, Sandler, Shime & Bergman LLP, Toronto; Special Counsel, Criminal Law, Goudge Inquiry
Scott C. Hutchison, Henein Hutchison LLP
Robin Flumerfelt, Crown Counsel, Ministry of the Attorney General (Ontario), Crown Law Office-Criminal
Toby H. Rose, MD, FRCPC, Deputy Chief Forensic Pathologist Ontario Forensic Pathology Service

Tab 5

Ethics and Professional Responsibility Issues with Expert Evidence The Hon. Justice Michal Fairburn, Superior Court of Justice (Ontario)
Marie Henein, Henein Hutchison LLP
Michelle Shouldice, MEd, MD, FRCPC, FAAP, Head, Division of Paediatric Medicine, Associate Professor of Paediatrics, University of Toronto, Hospital for Sick Children

Tab 6

Notes

Tab 7

CLE Information Sheet

The Comprehensive Guide to Handling a Family Law Case

Table of Content

Program Date: October 2, 2014

Tab A

Agenda

Tab B

Faculty List and Biographies

Tab 1

First Meeting with Client: Assessment of the Case
Heather Hansen, Martha McCarthy & Company LLP
Bryan R.G. Smith, Lerners LLP

Tab 2

Understanding the Importance of Pleadings and Financial Statements
Alfred Mamo, McKenzie Lake Lawyers
George Karahotzitis, Thomson, Rogers
Aaron Franks, Epstein Cole LLP
Andrew Freedman, CPA, CA•IFA, CBV, ASA, Managing Director, Duff & Phelps Corp.

Tab 3

Questioning: What Does an Effective Examination for Discovery Look Like?
Harold Niman, Niman Gelgoot and Associates LLP
Bryan R.G. Smith, Lerners LLP

Tab 4

Interim Motions: Strategies and Techniques
Alfred Mamo, McKenzie Lake Lawyers
Gary S. Joseph, MacDonald & Partners LLP
Herschel Fogelman, Basman Smith LLP

Tab 5

Notes