Securities Fundamentals 2022: Plans of Arrangement

Product Type: Course

This course has no current sessions.

DescriptionMore DetailAgenda

A step-by-step guide

—Rebroadcast—
Jump Start on CPD 2023
Thursday, March 9, 2023
On the rebroadcast date, you will have until midnight of that rebroadcast date to access the course. Please note that technical support will be available during regular CLEBC business hours.

(Original Webinar Date: November 30, 2022)

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Who should attend: Lawyers with one to five years experience practising in the area of securities; experienced lawyers who seek a refresher on plans of arrangement; the course may also be of interest to in-house counsel and business lawyers who get involved with plans of arrangement

Learning level: Fundamental/Intermediate

Dealing with a plan of arrangement is a complex process that involves many steps and considerations. In this practical course, experts will provide you with a solid foundation for dealing with a plan of arrangement, including tips on how to best approach one and how to navigate the pitfalls.

At this course, you will learn:

what a plan of arrangement is, reasons for doing one, and the key steps involved
how to deal with the corporate aspects and the courts
strategies for document management and financial statements
what regulators want to see

Join us today to learn strategies and practice points for working with plans of arrangement.

Law Society of BC CPD Hours: 3.25 hours (this course does not contain professional responsibility and ethics, client care and relations, and/or practice management). Please note: The CPD hours of the rebroadcast will either meet or exceed the CPD hours of the original live webinar course.

Course Chair
Lucy H. Schilling — Cozen O’Connor LLP, Vancouver

Jump Start 2023	EARLY BIRD Register by Feb. 6/23	Regular Price After Feb. 6/23
Rebroadcast	$222 $200	$299 $222
Rebroadcast Articled Student	$149.50 $111	$149.50 $111

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CLEBC Program Lawyer*
Genevieve Chang
gchang@cle.bc.ca
*non-practising

Course Chair
Lucy H. Schilling — Cozen O’Connor LLP, Vancouver

About the Course Chair
Lucy Schilling focuses her practice on securities, corporate finance, and corporate/commercial law. Lucy advises on general corporate and commercial matters, securities and stock exchange requirements, continuous disclosure, corporate governance, and various securities and stock exchange-related issues. She has represented numerous reporting issuers in the negotiation, structuring, and completion of a wide variety of transactions, including initial and secondary public offerings, private placement financing, plans of arrangement, amalgamations, spinout transactions, and stock exchange listings, takeover bids, reverse takeovers, and merger transactions.

Lucy is a contributing author of the CLEBC’s Due Diligence Deskbook and has lectured on topics including corporate governance, securities, and corporate law. Lucy is the current chair of the CLEBC's Securities Law Fundamentals Course. She serves on the board of directors of Dress for Success Vancouver and serves on the organizing committee for Dress for Success Vancouver's signature annual fundraising gala.

Lucy earned her bachelor's and law degree from UBC. Lucy is fluent in Cantonese.

Faculty
Jennifer Lucas, MBA, CBV, ASA — Managing Partner, Evans & Evans, Inc., Vancouver
David Mendicino — Manager, Office of Mergers and Acquisitions, Ontario Securities Commission, Toronto
Michael Moretto, CPA, CA — Deputy Director, BC Securities Commission, Vancouver
Herbert I. Ono — McMillan LLP, Vancouver
T. Mark Pontin — Fasken Martineau DuMoulin LLP, Vancouver
Chester Wlodarczyk — Project Manager, Corporate Actions, Computershare, Vancouver
Kevin P. Zimka — Cozen O'Connor LLP, Vancouver

Click here for full faculty bios

Welcome and Land Acknowledgement (9:00 – 9:10)

Genevieve Chang — Program Lawyer, CLEBC, Vancouver
Lucy H. Schilling — Cozen O’Connor LLP, Vancouver

Plan of Arrangement: A Primer (9:10 – 9:45)

what is a plan of arrangement?
why would you do one?
what are the key steps involved?

Lucy H. Schilling — Cozen O’Connor LLP, Vancouver

Plan of Arrangement: A Step-by-Step Guide (9:45 – 10:45)

dealingwith the corporate aspects
common tax issues
dealing with the courts
strategies for document management
practice tips and strategies

Jennifer Lucas, MBA, CBV, ASA — Managing Partner, Evans & Evans, Inc., Vancouver
Herbert I. Ono — McMillan LLP, Vancouver
T. Mark Pontin — Fasken Martineau DuMoulin LLP, Vancouver
Lucy H. Schilling — Cozen O’Connor LLP, Vancouver
Chester Wlodarczyk — Project Manager, Corporate Actions, Computershare, Vancouver
Kevin P. Zimka — Cozen O'Connor LLP, Vancouver

BREAK (10:45 – 11:00)

Plan of Arrangement: A Step-by-Step Guide (continued) (11:00 – 11:40)

What Do the Regulators Want? (11:40 – 12:25)

MI 61-101: Protection of Minority Security Holders in Special Transactions
- overview, common issues, and how to avoid them
51-102: Continuous Disclosure Requirements
- financial statements

David Mendicino — Manager, Office of Mergers and Acquisitions, Ontario Securities Commission, Toronto
Michael Moretto, CPA, CA — Deputy Director, BC Securities Commission, Vancouver

Closing Remarks (12:25 – 12:30)

Lucy H. Schilling — Cozen O’Connor LLP, Vancouver

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