Loan Documentation e-Academy

1 day 23 Nov 2016, Paris France 3,250.00 + VAT* Download brochure Add to basket

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Overview & Target Audience

The Loan Documentation e-Academy blends the interactive online content of the Loan Documentation e-Learning programme with a practical face-to-face training workshop. Delegates will benefit from the flexibility and freedom of e-Learning, while also having the opportunity to ask questions in person of the trainer, and benchmark themselves against and learn from their peers in a face to face setting.

What is blended learning?

Our e-Academy programmes blend interactive online content with practical face-to-face workshops to provide a more effective and personalised learning experience. They represent a fundamental shift from trainer to student-centred instruction to one in which students become active and interactive learners.

Why Loan Documentation?

Our Loan Documentation courses are designed for bankers, lawyers and others involved in international finance who need to understand the documentation. The courses are suitable both for experienced users and for those with no prior experience of the subject matter. They are useful for beginners, to give them a comprehensive review of the loan agreement and the issues it raises. They are also useful for those with practical experience but who have not previously had any formal in depth training on the agreement, to help them fill in the inevitable gaps in their knowledge and to give them a framework in which to consolidate their practical knowledge. It is also useful as a refresher. The course uses extracts and specimen clauses from a version of the investment grade Loan Market Association (LMA) loan agreement as the basis for discussions.
By the end of this course, participants should:

  • Understand the structure of the loan agreement (investment grade, unsecured) and the relationship between its various provisions
  • Be able to review a loan agreement for an investment grade borrower and identify key issues such as the scope of the agreement
  • Be aware of the importance of the detailed provisions of the loan agreement and be able to negotiate some of the points commonly raised on those provisions

Time Requirement and Materials

The course consists of the eLearning course together with a face to face Workshop day. The eLearning course involves around 10 to 15 hours work over an agreed period of weeks (ideally 4 weeks). See here (link to be inserted) for more details of the eLearning course time requirements and details in relation to the materials. The Workshop day agenda is also attached.

Free Trial Lesson
Click here and turn up the volume to take part in a 10 minute free trial lesson. Download the accompanying worksheet here.

Registration & Pricing

Pricing is per participant. Delegates can start the eLearning component on the Monday following the week in which they register, and the Workshop day is offered in a number of locations across the globe during the calendar year. Delegates will take part in a quiz before undertaking the workshop day, to help them to make sure they are ready to make the most of the Workshop You can register or enquire by using the registration tab above.


We work with a series of expert instructors, please select the course location of interest to review the credentials of who will be delivering the programme.

Sue Wright - Loan Documentation Masterclass
Sue Wright is an English solicitor with over 20 years experience in international banking transactions, including syndicated loans, subordinated debt, structured finance and tax driven transactions. She was a partner in the banking department at Norton Rose for 8 years and was responsible for training for 2 years. She was head of professional development at Herbert Smith and is now running an independent legal consultancy specialising in training in international banking transactions and structured finance.

Sue has been highly recommended as one of the leading experts in her field by Legal 500 and by Chambers. She is the author of “International Loan Documentation” and is a highly sought after trainer.



Centrally located hotel in Paris

This programme takes place on a non-residential basis at a hotel in central Paris. Non-residential course fees include training facilities, documentation, lunches and refreshments for the duration of the programme. Delegates are responsible for arranging their own accommodation, however, a list of convenient hotels (many at specially negotiated rates) is available upon registration.

Related Courses


We can bring this course to your company's office.

If you simply want to run this course at a location convenient to you or if you want a completely customised learning solution, we can help.

We produce learning solutions that are completely unique to your business. Our tailored learning solutions are designed specifically for your organisation’s needs.

We’ll be here to support you every step of the way. From the initial consultancy through to evaluating the success of the full learning experience. We'll ensure you get the maximum return on your training investment.

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Loan Documentation e-Academy Workshop Day

9am - 5pm

SESSION 1- Representations and Repeating Representations


  • Role of representations in allocating risk
  • Which representations should be repeated?
  • Conflicts between repeating representations and other provisions

Workshop – Participants will review a loan agreement to identify conflicts between repeating representations and other provisions and will identify clauses where changes are needed to resolve the conflicts

SESSION 2 – Undertakings

Presentation – who and what should be restricted?
12.00 – 13.00 Workshop – Workshop
elegates will consider wha What circumstances might justify imposing restrictions on non-Obligors, whether subsidiaries, shareholders or sister companies, with particular reference to restricting borrowings; the negative pledge and the cross default clause.

Lunch break



  • Effect of cross default clause
  • Duplication between provisions
  • Common mitigants (such as baskets and materiality)

SESSION 3 – Default and Events of Default Discussion

  • Default and Event of Default distinguished
  • Does an Event of Default need to be “continuing”?
  • What should the litigation Event of Default say?
  • What should the insolvency Event of Default say?
  • Default and Rollover Loans

Workshop - Participants will consider the effect of waivers on other loan agreements containing cross default clauses.

SESSION 4 – summary workshop and other issues

Workshop – Participants will consider various actions proposed by the borrower and identify all applicable clauses

Other issues

  • Discussion of any other issues identified by participants in the forum or in the test results as requiring further discussion

Why us

We have a combined experience of over 60 years providing learning solutions to the world’s major organisations and are privileged to have contributed to their success. We view our clients as partners and focus on understanding the needs of each organisation we work with to tailor learning solutions to specific requirements.

We are proud of our record of customer satisfaction. Here is why you should choose us to help you achieve your goals and accelerate your career:

  • Quality – our clients consistently rate our performance ‘excellent’ or ‘outstanding’. Our average overall score awarded to us by our clients is nine out of ten.
  • Track record – we have delivered training solutions for 95% of worlds’ top 100 banks and have trained over 250,000 professionals.
  • Knowledge – our 150 strong team of industry specialist trainers are world leading financial leaders and commentators, ensuring our knowledge base is second to none.
  • Reliability – if we promise it, we deliver it. We have delivered over 20,000 events both in person and online, using simultaneous translation to delegates from over 180 countries.
  • Recognition – we are accredited by the British Accreditation Council and the CPD Certification Service. In an independent review by Feefo we scored 96% on service and 95% on product