Event Type: External Event

A Primer on Financial Statements and Valuations

OBA | Business Law Section

Do you sometimes feel in over your head when dealing with financial statements?

Join the OBA for an in-depth, practical analysis of financial statements and valuations, designed for lawyers. Their financial and legal experts will provide you with critical tips on effectively analyzing and interpreting financial statements and give you practical insights to take back to your practice.

Get the basics down with this one comprehensive event.

Join our knowledgeable faculty equip yourself with the tools to understand:

  • key components
  • what typical users of financial statements are interested in analyzing
  • what key information is not available in the statement
  • how valuations are commonly determined

Pallett Valo Speaker and Program Chair:

Andreea Muth, Lawyer

Time:

9am -12pm

Program Price:

CBA Member: $228* | CBA Student Member: 89* | Non-Member: $335*
plus applicable taxes

Location:

OBA Conference Centre or Online

Accreditation

3h of Substantive content

Download AGENDA

Peel Law Association: Civil Law Section Meeting

Continuing Professional Development

Topics to be Discussed:

Speakers:

  • Justice Leonard Ricchetti, SCJ, Regional Senior Justice, Central West
  • Justice Michael G. Emery, SCJ
  • John Russo, Managing Partner, Pallett Valo LLP

Moderator:

Mahzulfah Uppal, Kania Buttigieg Professional Corporation, PLA Director

Location:

Online with Zoom

Cost:

FREE for 2023 PLA Members
$50 for Non-Members

CPD Hours:

This session will contain a total of 2 Substantive Hours toward the Law Society of Ontario – Continuing Professional Development requirements.

DOWNLOAD PROGRAM flyer

4th Annual Legal Guide to Managing Construction Liens in Ontario

Osgoode Professional Development

In the face of ongoing impacts from global events and market uncertainty, the laws and rules governing construction liens in Ontario are constantly evolving, increasingly challenging and highly technical.

To achieve the best results for your client in this challenging area – and to avoid costly missteps – you must keep current on the latest in law and practice.

Developed for experienced industry professionals and their advisors, this intensive program will give you a practical understanding of how to navigate the crucial elements and changes affecting construction liens processes in Ontario.

You will learn the latest insights and tips from multi-disciplinary experts, including perspectives from decision-makers. You will work through the lien trial process, obtain valuable resources, discuss best practices, and understand which tactics to use – or avoid – in your lien matters.

Registration includes 120-day unlimited, online access to the recorded program.

Pallett Valo Speakers:

Cathy DiMarco, Partner
Maria Ruberto, Partner

Dates:

April 11 and May 11

Location:

April 11: Online (combination of live and asynchronous learning).

May 11: Online (scheduled replay of the previous event with the ability to ask questions).

DOWNLOAD PROGRAM AGENDA

Corporate Law Update

OBA | Business Law Program

There have been lots of changes that business lawyers need to know.

The Ontario Business Registry (OBR) was launched, while the Business Corporations Act (Ontario) (OBCA), the Corporations Information Act (CIA), and other statutes were amended. The Ontario Not-for-Profit Corporations Act (ONCA) also came into force. More changes are yet to come.

Hear about the latest updates and legislative developments in Ontario (including recent changes to directors’ residency and shareholder resolutions requirements), future developments (including the new requirement for Ontario business corporations to maintain a register of individuals with significant control, which came into effect on January 1, 2023), and a case law update of interest to business law lawyers.

Pallett Valo Speaker:

Andreea Muth, Lawyer

Time:

12pm -1pm

Program Price:

CBA Member: $59 | CBA Student Member: $31 | Non-Member: $107

Location:

Online

rEGISTER

Ontario Legal Conference: Family, Trusts and Estates Law

OBA | Family, Trusts and Estates Law Program

From estate and business planning to marriage and separation, planning for life’s changes brings a myriad of legal issues impacting families.

As our clients’ professional and personal lives become more complicated, the legal ramifications for their business and family interests also become increasingly intertwined.

Join us for this unique event as we bring together lawyers practising in estates, family, corporate and other legal areas, to unravel the complexities, examine recent developments and better understand the impacts of other legal areas on your practice, including:

  • Unique issues for blended families with business interests
  • Using mediation in intergenerational disputes: professionalism and ethical considerations for counsel
  • Estates and family law considerations for surrogacy arrangements and multi-parent families
  • Bankruptcy and family law
  • Business succession planning: best practices for estates planning and corporate assets and corporate wind-ups upon death
  • Practical considerations for wills and trusts for business owners

Don’t miss this comprehensive event that will pack your legal toolkit with the key information you need to provide your clients with relevant and timely advice.

Pallett Valo Speaker:

Krystyne Rusek, Lawyer

Dates:

February 8-9, 2023

Program Price:

CBA Member: $595 | CBA Student Member: $170 | Non-Member: $940

Location:

OBA Conference Centre or Online

REGISTER

The Osgoode Certificate in Construction Law

Osgoode Professional Development

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.

New National Edition* – 5 days of targeted and practical learning. 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.

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.

*This program now offers select regional breakout sessions for Eastern and Western Canada.

Pallett Valo Speakers:

Cathy DiMarco, Partner (day 3)
Anna Esposito, Partner (day 5)

Dates:

February 3, 10, 16, 24 and March 3

Location:

Online – live

DOWNLOAD PROGRAM AGENDA

Women in Law Summit Canada

Knocking Down the Walls – Building Gender Equality in Law

Women in Law Summit Canada is a one-of-a-kind event that celebrates, empowers, and supports women leaders in the legal profession to reach their goals. 

Featuring panel discussions, keynote presentations, fireside chats and interactive networking to enable women in law to thrive at all stages of their careers, this event aims to promote gender diversity and allyship, encourage women to break barriers in law, and support the next generation of legal talent with meaningful connection. 

Pallett Valo Chair:

Sudevi Mukherjee-Gothi, Partner

Time:

8am -5pm

Program Price:

Individual Pass: $699 | Team of 3: $1,889 | Team of 5: $2,969

CPD Hours:

This conference has been approved for 4 hours and 10 minutes of Professionalism Content and 40 minutes of EDI Professionalism Content by the Law Society of Ontario.

Location:

Arcadian Court Toronto
401 Bay Street, Simpson Tower, 8th floor
Toronto, ON M5H 2Y4

More Information

Putting on the Red Sash

Peel Law Association

Learn about what takes place on the other side of the Bench!

Join the Peel Law Association’s event to hear their speakers talk about their experiences transitioning from lawyers to members of the Judiciary. They will touch upon their new duties as part of the Judiciary, what training they had to undertake for their new roles, and what it is really like to be a judge.

Pallett Valo Moderator:

Scott Price (PLA Treasurer), Partner

Time:

5pm -6:30pm

Program Price:

PLA Member: $50* | Non-Member: $75*
*Includes HST

CPD Hours:

This session will contain 1.5 Substantive Hours toward the Law Society of Ontario – Continuing Professional Development requirements (CPDs).

Location:

Online with Zoom

DOWNLOAD PROGRAM AGENDA

Top Appeals of 2022: Civil Litigation Program

OBA | Professional Development

Join the Ontario Bar Association to get up-to-speed on the top appeals from the Courts in 2022. Hear diverse points of view and gain unique insights during our discussion of some of the Court’s top decisions, and their impact on the law and your practice. All litigators, whether in-house or external counsel, will benefit from this critical update on key topics and issues you need to know.

Pallett Valo Speaker:

Catherine DiMarco, Partner

Time:

12pm -2pm

Program Price:

CBA Member: $113* | CBA Student Member: $62* | Non-Member: $168*

*plus applicable taxes

Location:

Webcast Program (ET)

DOWNLOAD PROGRAM AGENDA

25th Estates and Trusts Summit (Day One)

Law Society of Ontario

If you practise estates and trusts law, this annual summit is your resource for the year’s most important developments in this field. Our presenters address estates, trusts, and capacity/elder law litigation matters on the first day, and the focus shifts to planning, administration, powers of attorney, and tax matters on the second. Looking for a comprehensive summary of what you need to know about this growing practice area? Our speakers are experienced practitioners, judges, financial experts, and related professionals who can give you the latest information.

  • How far back should production requests go?
  • What are the key cases and developments in 2022 you need to know about?
  • How is the law changing on marriage validity?
  • How do ODSP and disability issues impact estate administration and litigation?
  • What has the Supreme Court said about rectification remedies?
  • What are cultural and jurisdictional considerations in estate planning?

Pallett Valo Speaker:

Krystyne Rusek, Lawyer

Time:

09:00 – 16:30

Location:

Online

Practice Gems: Administration of Estates 2022

Law Society of Ontario

Estate administration seems rather straightforward, but thorny issues often arise and you have to help your clients get back on track. Something simple on paper is often the element that trips up your client and has them running to call you for advice. Our experienced estates and trusts lawyers provide you with current administration checklists that they use in their practices, so you can be confident that you are not missing anything. Take this opportunity to ask your questions and hear what you need to know, now.

  • Understand the special considerations in administering estates involving a professional practice
  • Get an update on the latest cases and developments
  • Learn how to account to beneficiaries and to get releases
  • Consider how to deal with tricky assets: guns, cryptocurrency, unusual collections, electronic data, photos, etc.

Pallett Valo Speaker:

Andreea Muth, Lawyer

Time:

13:00 – 16:00

Location:

Online

Buying and Selling a Business: A Comprehensive Guide

Ontario Bar Association

Join your colleagues for an in-depth and engaging day examining the process of buying and selling a business.

Gain valuable insight and practical tips from our expert faculty on the steps involved in the purchase and sale of a business. Hear about current and need-to-know trending issues.

You won’t want to miss this opportunity to learn the essential tools and latest trends to help best serve your clients and approach your next transaction with added confidence.

Pallett Valo Speaker:

Andreea Muth, Lawyer (Co-chair)

Time:

09:00 – 16:00

Location:

Online