Retainer Agreements

Effective Chambers Advocacy: Preparing for Chambers (On-Demand) About Faculty About Thorough preparation is key to a successful Chambers application. This presentation explores essential items to consider when preparing for a Chambers application, including: Obligations with respect to dispute resolution options Identifying the deep issues in a case Preparing documents for Chambers Whether questioning should take place Traps to avoid This on-demand program was originally presented as an in-person program on February 10, 2023. The total running time is approximately 1 hour, 9 minutes. Faculty Chairs Justice Robert W. Armstrong, Court of King’s Bench of Alberta Justice Jane A. Fagnan, Court of King’s Bench of Alberta Justice Kevin Feth, Court of King’s Bench of Alberta Justice Debbie A. Yungwirth, Court of King’s Bench of Alberta Presenter Justice Debbie A. Yungwirth, Court of King’s Bench of Alberta
06/2023
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Getting to Close (M&A Must Knows) (On-Demand) About Faculty About It is important to stay organized when closing a transaction. This presentation discusses several aspects of a closing, including: (1) differences between asset purchase and share purchase transactions, (2) closing agendas, (3) common ancillary documents, (4) facilitating closing and document execution, and (5) a brief overview of closing books and the use of the legal transaction management software. This on-demand program was originally presented as an in-person program on February 9, 2023. The total running time is approximately 46 minutes. Faculty Chair Renée Gilead, Field Law Presenter Courtney Doleman, Fasken Martineau DuMoulin LLP
06/2023
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Legal Project Management Fundamentals for Legal Support Staff (On-Demand) About Faculty About Legal project management is the application of conventional project management strategies, techniques, and tools to the legal services context. This presentation introduces the concept and provides examples of ways to use its principles to enhance efficiency in corporate and commercial transactions. It also provides strategies that legal support staff can utilize in their day-to-day work. This on-demand program was originally presented as an in-person program on February 9, 2023. The total running time is approximately 48 minutes. Faculty Chair Renée Gilead, Field Law Presenter Renée Gilead, Field Law
06/2023
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Relationship Management: Tips & Tricks (On-Demand) About Faculty About This panel discussion provides a candid exploration of strategies that legal support staff can utilize when navigating relationship and communication challenges in the workplace. This on-demand program was originally presented as an in-person program on February 9, 2023. The total running time is approximately 46 minutes. Faculty Chair Renée Gilead, Field Law Presenters Courtney Doleman, Fasken Martineau DuMoulin LLP Yewande Esan, TransAlta Corporation Rachel Hayes, Field Law Sharon Ohayon, Witten LLP
06/2023
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The Art of Due Diligence in Commercial and Corporate Transactions for Legal Support Staff (On-Demand) About Faculty About The type of due diligence required for a transaction depends on a variety of factors. This presentation explores how to effectively conduct due diligence and how to analyze and interpret due diligence search results. It further provides practical tips on such information gathering. This on-demand program was originally presented as an in-person program on February 9, 2023. The total running time is approximately 1 hour, 12 minutes. Faculty Chair Renée Gilead, Field Law Presenter Sharon Ohayon, Witten LLP
06/2023
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Minute Books: Getting It Right for Legal Support Staff (On-Demand) About Faculty About While every corporation in Alberta must have a minute book, not all minute books look the same. This presentation looks at the statutory requirements for minute books, considers who is entitled to access minute books, and provides direction on updating and maintaining minute books. It also provides guidance and suggestions on reviewing minute books in two contexts: (1) becoming a new registered office, records office, and/or agent for service of a corporation; and (2) for transactional and/or due diligence purposes. This on-demand program was originally presented as an in-person program on February 9, 2023. The total running time is approximately 59 minutes. Faculty Chair Renée Gilead, Field Law Presenter Rachel Hayes, Field Law
06/2023
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Business Structures for Legal Support Staff (On-Demand) About Faculty About Understanding how a business is set up is key for any commercial or corporate transaction involving that business. This presentation provides an overview of different business structures, the benefits and risks of decision-making authority under each structure, and the process for registration of the business. This on-demand program was originally presented as an in-person program on February 9, 2023. The total running time is approximately 52 minutes. Faculty Chair Renée Gilead, Field Law Presenter Yewande Esan, TransAlta Corporation
06/2023
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Directors and Officers Insurance Coverage (On-Demand) About Faculty About D&O liability insurance can play an important role in protecting a corporation’s directors and officers from personal financial loss. This on-demand program discusses key elements of D&O insurance coverage, including: D&O coverage basics Common D&O exclusions Emerging D&O risk trends Faculty Chair Robert Stack, Wilson Laycraft Presenter Christopher Kelen, Markel Canada
06/2023
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Piercing the Corporate Veil (On-Demand) About Faculty About Attempting to pierce the corporate veil can be risky. This on-demand program explores the history of piercing the corporate veil along with some key considerations, including: Advantages and disadvantages associated with piercing the corporate veil Risks associated with piercing the corporate veil Why someone may elect to pierce the corporate veil This on-demand program was originally presented as an in-person program on January 26, 2023. The total running time is approximately 37 minutes. Faculty Chair Robert Stack, Wilson Laycraft Presenter Gavin Price, JSS Barristers
06/2023
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The Roles and Risks of Directors in Insolvency (On-Demand) About Faculty About A corporation’s directors typically don’t plan for insolvency until it’s too late, such that  they seek advice from lawyers or a Licensed Insolvency Trustee  well after any problems arise. By then it may be too late to take steps to minimize the damage to the corporation and to the directors themselves. From the perspective of a Licensed Insolvency Trustee to directors, this on-demand program explores directors’ responsibilities before, during, and after a corporate insolvency filing. It also addresses the personal benefits and risks of a formal corporate insolvency filing and the potential exposure they may have as a director of an insolvent corporation. This on-demand program was originally presented as an in-person program on January 26, 2023. The total running time is approximately 51 minutes. Faculty Chair Robert Stack, Wilson Laycraft Presenter Charla Smith, Charla Smith & Company Ltd.
06/2023
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Governance Basics and Practical Tips for Lawyers Serving on Boards of Directors (On-Demand) About Faculty About Taking on the role of a director on a board can be a fulfilling experience but it comes with many responsibilities. This on-demand program discusses essential considerations for individuals who are interested in serving on a board of directors or Alberta lawyers who are advising clients who are interested in serving on a board of directors. These considerations include: Duties of directors and how to effectively perform these duties How boards do their work What to consider before joining a board This on-demand program was originally presented as an in-person program on January 26, 2023. The total running time is approximately 1 hour, 11 minutes. Faculty Chair Robert Stack, Wilson Laycraft Presenter Michelle Gallagher KC, Patriot Law Group
06/2023
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Regulatory Liability of Officers and Directors: An Overview (On-Demand) About Faculty About Directors and officers should be mindful of potential liability under regulatory statutes. This on-demand program discusses the essential aspects of regulatory liability and how it differs from other types of liability, such as civil liability. This program further explains how directors and officers may be subject to regulatory liability and provides practical tips for managing the risk of regulatory liability. This on-demand program was originally presented as an in-person program on January 26, 2023. The total running time is approximately 54 minutes. Faculty Chair Robert Stack, Wilson Laycraft Presenter Robert Stack, Wilson Laycraft
06/2023
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