Event Type: External Event

OBA Business Law Program

This program is also part of Corporate Law Essentials Series

Hear from expert faculty as they delve into the essential elements and strategic considerations in shareholder agreements. You’ll gather practical insights for aligning with unique business needs, addressing corporate governance challenges and preventing disputes. Walk away equipped to tackle key issues including:

• Understanding the Parties: Identifying the shareholders, distinguishing between unanimous shareholders and other parties, and defining the relationship between shareholders and the company.
• Role of a Shareholder Agreement: The significance of shareholder agreements and their role in ensuring clarity and governance.
• Key Provisions, such as ownership and share structure, roles and responsibilities of shareholders, corporate governance and finance provisions
• Exit Strategies and Dispute Mechanisms: Drafting effective provisions to manage shareholder exits and resolve conflicts.

Join the session for clarity and expert guidance on the fundamental and strategic considerations in creating and interpreting shareholder agreements!

Pallett Valo Speaker:

Matthew Kindree, Partner

View all speakers

Location:

Online

Accreditation

This program contains 15m of Professionalism content and 2h 45m of Substantive content

Canadian Italian Advocates Organization (CIAO)

Agenda:

• Construction Lien Primer
• Recent Amendments to the Construction Act
• Adjudication and Prompt Payment
• Making a Claim Against a Labour & Material Payment Bond
• Caselaw Update

Roundtable:

• Discussion of impact of Trump Tariffs on construction contracts
• Interaction between liens and insolvency proceedings
• Vacating liens in different judicial regions

Pallett Valo Speakers:

Maria Ruberto, Partner
Matthew Greco, Lawyer

Topic:

Adjudication and Prompt Payment

Location:

Columbus Centre
901 Lawrence Ave W
North York, ON
M6A 1C3
(Look for the CIAO banner!)

CRE is where Canada’s roofing and building envelope industries come together to meet suppliers and manufacturers, learn and experience the latest in roofing trends, applications and products.

As the only major exposition and education forum on roofing systems and technologies in Canada, it’s the hub for architects, building inspectors, contractors, engineers, building owners, property managers, roofing consultants, and specifiers to meet, get inspired, and excel. 

Designed by the roofing industry to provide architects, building inspectors, contractors, engineers, property owners, property managers, roofing consultants and specifiers with an educational experience directly related to all aspects of roofing. CRE 2025 will be an information forum that will offer significant benefits to those who wish to stay ahead of cutting-edge technologies.

CRE is a partnership between Canadian Roofing Contractors Association (CRCA) and MediaEdge Communications.

Pallett Valo Speaker:

Jeremy Power, Lawyer

Panel:

Safety, more than you think!

Panel Date & Time:

April 16, 2025
8:30 – 9:30 am

Panel Description:

Safety, just when you think it’s motherhood and apple pie, a curve is thrown at you. This education session will address the different curves of construction safety in 2025. Whether it is from the regulator, insurance provider, safety management system expert, or advice from your lawyer, safety on the worksite is not what it was 10 years ago.

Documentation, premiums, regulation, and legal/criminal accountability have dramatically changed the significance of safety in the current business climate. The four speakers at this session will address safety from their respective points of view and how you, the contractor, must practice what is preached.

Location:

Aviation Ballroom A, International Centre, Hall 5, Toronto, Ontario

Osgoode Professional Development

Get prepared to deal with key legal developments impacting construction projects and practice in Ontario.

Lawyers and experienced industry professionals need to stay current on key legal developments impacting construction projects in Ontario, and how to deal with them.

A chain of cascading contracts sets out the relationships and obligations among parties to a construction project. In Ontario, these relationships are governed by evolving case law and legislation including the soon-to-be amended Construction Act, resulting in uncertainty, conflicts and gaps as to how to interpret, navigate and implement evolving obligations and interests.

In one day, a leading faculty of legal, industry and insurance experts will help you decode the need-to-know developments impacting construction law and practice in Ontario, and provide tactical guidance for dealing with them and protecting your client’s interests – including the practical steps that owners, contractors and subcontractors/trades need to take to satisfy shifting risk, rights and obligations. You will receive up-to-date knowledge and tools and a clear understanding of which tactics to use – or avoid – to help you confidently and competently manage key risks and challenges on every project.

Pallett Valo Speakers:

Maria Ruberto, Partner
Neeta Sandhu, Partner

Location:

In-Person or Online

Accreditation

This program contains 6h 5m substantive hours and 1 professionalism hour.

OBA Business Law Section, Corporate Law Essentials Series

This must-attend session will equip you with a strong foundation in managing and maintaining corporate records.

Presenters will provide step-by-step practical guidance on the essentials of corporate record-keeping, including:

• Minute Book Basics: understanding the components and structure of a corporate minute book.
• Forming the Foundation: completing articles of incorporation, form 1 filings and review of Ontario Business Registry process.
• Annual Maintenance: requirements and best practices for staying compliant
• Minute Book rectification and resolution
• And more

Register now to be ready to confidently manage corporate records and ensure compliance!

Pallett Valo Speaker

Andreea Muth, Partner

Location

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

Accreditation

This program contains 2h 30m substantive hours and 30m professionalism hours.

Program Price

CBA Member: $240* | CBA Student Member: $93* | Non-Member: $352*
*plus applicable taxes

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