Event Type: External Event

Osgoode Professional Development

Can you confidently manage risk on construction projects?

Today’s construction projects are highly complex and present numerous and challenging risks to all stakeholders. A comprehensive understanding of the key issues and potential liability exposures in this high-stakes area is essential.

In this intensive certificate course, join 30+ senior legal and construction professionals to learn what you need to know about crucial construction law concepts, from contract formation to dispute resolution. Developed for the construction industry and legal professionals, this information-packed and highly practical program will highlight real-world situations to enhance learning and provide ample opportunity for questions and class discussion.

5 days of targeted and practical learning.

You will develop a solid understanding of the core legal issues impacting construction projects, and you will emerge better equipped to minimize exposure to costly risk. Select topics feature regional distinctions for Eastern and Western Canada. On demand primer classes cover foundational concepts and principles to enhance in-class learning and discussion.

New! Program includes five (5) primer modules, which are succinct, online classes providing a practical overview of core/foundational concepts and principles in key topic areas to help level-set everyone, and to facilitate in-class learning and discussion. Primers are mandatory/must be viewed as content will not be covered during See the online agenda for details.

Pallett Valo Speakers:

Anna Esposito, Partner
Catherine DiMarco, Partner

Dates:

February 7, 2025
10:00 a.m – 5:00 p.m

February 13, 2025
10:00 a.m – 5:00 p.m

February 21, 2025
10:00 a.m – 5:00 p.m

February 28, 2025
10:00 a.m – 5:00 p.m

March 7, 2025
10:00 a.m – 5:00 p.m

Location:

Online (Blended)

Accreditation

This program contains 31h substantive, 3h 45m professionalism and 1h 15m EDI for a total of 36 CPD hours.

Law Society of Ontario

Do you have a corporate/commercial transaction on the horizon? If so, whether you are a seasoned practitioner or working on one of your first transactions, our annual Buying or Selling a Business program is here to bring you up to speed on all the latest developments in this area of law. Join the Law Society of Ontario as they cover what you need to know and do to ensure pre- and post-sale success!

• Discover how to leverage employee ownership trusts to motivate and reward employees and promote succession
• Identify critical pre-sale preparations to ensure a business thrives before and after closing
• Receive professionalism and practice management tips to mitigate against errors and omissions through the transaction process

Pallett Valo Speaker

Andreea Muth, Partner

Location

Online

Accreditation

This program contains 2 h 30 m substantive hours and 30 m professionalism hour(s)

OBA Family Law, Trusts and Estates Law & Business Law Program

Whether you are a general practitioner or a specialist practicing in business, estates or family law, it is essential that you have a comprehensive understanding of the myriad of ways in which these legal areas interact to ensure you are equipped to effectively represent your clients.

Join us for this unique event as we bring together lawyers from across these practice areas to unravel the complexities, examine recent developments and better understand the impact of other legal areas on your practice. Ensure that your legal toolkit is equipped with the key information, insights and strategies that you need to provide your clients with effective and timely advice.

Plus get all your required CPD hours in one jam-packed program. If your practice touches on family, estates or business law, this is a critical event you cannot miss!

Our expert faculty will unpack key issues including:

• Trusts as a Succession Planning Tool for the Family Business
• Shareholder Agreements: Dealing with Death, Divorce and Incapacity
• Navigating Difficult Issues in Parenting
• Current Trends and Case Law Update for Estates and Trusts Practitioners
• Negotiating the Business Deal
• Tackling Unique Issues in Gray Divorce
• The Mechanics of an Estate Freeze
• Dealing with the Family Business on Divorce
• Income Determination for the Solopreneur
• How to Effectively Use the Ontario Business Registry
• Top Family Court of Appeal Cases
• Top 10 Tips: Professionalism and Practice Management
• And more!

Pallett Valo Speaker

Andreea Muth, Partner

Location

In-Person (at the OBA Conference Centre in Toronto) or Online,

Accreditation

This program contains 12h 30m substantive hours and 1h 15m professionalism hours.

Program Price

CBA Member: $676* | CBA Student Member: $229* | Non-Member: $1,039*
*plus applicable taxes

Osgoode Professional Development

The construction liens process in Ontario is highly technical, and the costs and burden for getting things wrong is escalating. Get the specialized knowledge and skills you need to effectively manage the construction liens process in Ontario.

Developed for experienced industry professionals and legal advisors, in this intensive program you will learn the latest in law and practice from highly experienced legal practitioners and decision-makers and how to improve your ability to navigate the construction liens process in Ontario. You will work through the anatomy and mechanics of liens and the lien trial process, and learn best practices and which tactics to use – or avoid – in your lien matters.

What You’ll Learn

• Key updates, impacts and best practices for 2024 – what’s happening in the industry, what are the biggest risks and changes impacting liens arising from ongoing market uncertainty
• How to navigate new rules, laws and conflicts and managing your lien matters
• How to get a trial management hearing outside of Toronto
• When do liens arise? When do they expire?
• How to recognize and differentiate the various types of liens
• The mechanics of how to preserve, register and give a lien – including vacating, discharging and perfecting
• How to identify gaps in the law and fill them using language in your contracts and subcontracts
• Troubleshooting tips – what to do when there are two subcontracts issued to one trade? Federal land?
• Oddball and other liens, including the non-lienable
• To lien or not to lien? How to assess the legal and strategic considerations, including:
  • Interplay between liens and adjudication
  • Relationships in the construction industry and related dynamics
  • Alternatives to liens (other security and dispute resolution procedures)
  • Deciding whether to lien or not after losing at adjudication
  • Monetary limits and minimums – are there amounts too small for a lien?
  • What to do when CRA gets involved?
• How to evaluate what’s truly a lienable service – including capital repairs, maintenance, construction management, design services, union work
• What is the liability for exaggerated liens?

Pallett Valo Speakers:

Catherine DiMarco, Partner
Maria Ruberto, Partner

Location:

In-Person (at the Osgoode Professional Development Downtown Toronto facility) or Online

Accreditation

This program contains 6 substantive hours and 1 professionalism hour.

Law Society of Ontario

Presented back-to-back with the Employment Standards Act Primer, this highly anticipated annual session breaks down the essential components of an employment contract. Each year, the LSO’s expert faculty focuses on different key clauses, offering insights on drafting language and the latest legal developments. Don’t miss this very practical review!

• Hear how restrictive covenant clauses are affected by a sale of a business
• Consider issues regarding deferred compensation clauses
• Learn about the thorny issues you might encounter, such as resignation clauses and release requirements
• Get an update on the latest cases that impact drafting employment contracts

Pallett Valo Speaker

Andy Balaura, Partner

Location

Online

Accreditation

This program contains 3 h Substantive Hours and 30 m Professionalism Hour(s).

Download Agenda

The Advocates’ Society

A 30+ Year Tradition for Leaders of the Personal Injury Bar!
For over three decades, Tricks of the Trade has been the leading annual conference for the Ontario personal injury bar, addressing current challenges for both plaintiff and defence counsel. Esteemed faculty from the Bench and Bar will provide key updates on recent decisions, timely advocacy tips, and the latest guidance on practice and procedure for personal injury litigators.

You will also have the chance to connect with personal injury colleagues over breakfast, coffee, lunch and your beverage of choice at the post-program reception!

2025 Highlights Include:

• Keynote speaker: The Hon. Justice Darla Wilson, Court of Appeal
• Top tips for hearings and motions in writing
• Best practices for addressing OHIP subrogated claims
• Trials under the new simplified procedure rules: are you ready?
• Demonstration and commentary: handling hearsay in personal injury matters
• The latest updates on tort law, accident benefits, damages assessments, AI and legal tech, expert evidence, and much more!

This conference is hosted at Arcadian Court in Toronto.

Registration includes educational materials, which will be provided prior to the program.

Pallett Valo Speaker

Cochair and Moderator: Sudevi Mukherjee-Gothi, Partner

Accreditation

This program contains 0.5 EDI Professionalism Hour(s), 1.0 Professionalism Hour and is eligible for up to 4.5 Substantive Hours.

Program Price

TAS Members: $689* | Junior Members: $619* | Outside GTA Members: $619*| Non-Members: $839*

*plus applicable taxes

OBA Construction and Infrastructure Law Program

In a constantly evolving and challenging area like construction law, it is crucial for you to stay up to date on the latest substantive and procedural trends and developments.

Back for another exciting year, join the OBA’s exceptional faculty for this essential “year in review” to get up to speed on the most important legislative, case law and practice developments of 2024. You’ll gather valuable insights and helpful strategies to take away and implement in your practice, keeping you at the forefront of this legal space.

Pallett Valo Speaker

Catherine DiMarco, Partner

Location

Online

Accreditation

2h of Substantive content

Program Price

CBA Member: $119* | CBA Student Member: $66* | Non-Member: $176*
*plus applicable taxes

Presented by the CBA Construction and Infrastructure Law Section

This program is meant to discuss contract interpretation, changes to the contract and material price increases. Construction has been significantly challenged by delays and cost increases resulting from the pandemic, supply chain issues, socio-economic issues, and material price increases.

With many construction contracts being fixed-price contract, how are parties dealing with these issues? Would a material price increase constitute a change? What clauses could be added to contracts to provide certainty for parties?

Pallett Valo Speaker

Catherine DiMarco, Partner

Location

Online

Accreditation for Ontario

This session qualifies for 0.75 hours of ethics, professionalism and/or practice management content and 0.75 hours of substantive, skills and/or procedural content.

Young Advocates Standing Committee (YASC)

Join the Young Advocates’ Standing Committee and the PLA for a Bench & Bar Mixer! Connect with your fellow junior advocates and enjoy the opportunity to engage in casual conversations with Judges and Associate Judges. This event features an evening of informal conversation with the Bench & Bar along with some light refreshments. You do not want to miss out!

Location:

Peel Law Association-Lawyers’ Lounge Lawyers’ Lounge, A. Brampton ON

BMO Nesbitt Burns

Join the Mah Investment Group for a dynamic webinar where our expert speaker will explore essential strategies for preserving and transitioning your business.

What You’ll Gain:

• Multiple Wills Made Simple: Understand how using multiple Wills can reduce probate fees and streamline the transfer of private company assets.
• Tax-Saving Opportunities: Learn about the Lifetime Capital Gains Exemption and its potential impact on your succession plan.
• Practical Succession Strategies:  From managing family dynamics to exploring options with external buyers, get insights on how to create a seamless, customized transition plan.

Added Bonus! By joining our webinar, you will be entered into a draw for a $200 gift card to The Keg.

Whether you’re looking to preserve your legacy or plan for a sale, don’t miss this opportunity to hear directly from Andreea on one of the most important aspects of business ownership.

Succession planning is more than a one-time decision; it’s a process that evolves with your goals and family dynamics. This session will equip you with the information needed to begin or refine your succession plan confidently.

Pallett Valo Speaker:

Andreea Muth, Partner

Powered by Altitude Accelerator & BEC

Join this engaging Startup Bootcamp, hosted by Altitude Accelerator in collaboration with Brampton Entrepreneurship Centre. This event is designed to equip early stage companies with essential knowledge and tools to drive their ventures forward.

The Startup Bootcamp will consist of the following sessions:

• How to Get Your Venture’s Intellectual Property Strategy Underway
• Addressing Early-Stage Issues and Avoiding Key Legal Mistakes
• Innovating the Future
• Finance Fundamentals – Booking Essentials

Pallett Valo Speaker:

Andreea Muth, Partner

Location:

City of Brampton West Tower, Boardroom 2C & 2D
2 Wellington Street W Brampton, ON L6Y 4R2

OBA | Professional Development

Given Canada’s aging population and lengthening life expectancy, litigators like you are increasingly likely to find themselves representing older clients. With age comes several tricky legal considerations and potential complications, and it is essential that you are equipped to confidently handle them.

Join the OBA’s expert faculty for helpful guidance and practical strategies for working with elderly clients in litigation, including:

• Contested and non-contested guardianship applications;
• Requisite settlement approvals; and
• Critical capacity issues.

Learn how to navigate these challenging issues and advocate more effectively on behalf of your elderly clients, ensuring their rights are protected and their voices heard.

Don’t miss this essential program. Register now to secure your spot!

Pallett Valo Speaker:

Trevor Moum, Lawyer

Location:

Online

Program Price:

CBA Member: $119* | CBA Student Member: $66* | Non-Member: $176*
*plus applicable taxes

Members and non-members can use the following code for a 15% discount: OND6705768AE

This program contains:

2h of Substantive content