CLE Online

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)

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

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