Friday Educational Seminars & Workshops

All educational seminars are FREE unless indicated otherwise. These sessions will help you make the right decisions during your franchise research.

Meet our Faculty Members here or by clicking on their names within the session descriptions.

For easy guidance, each description is related to a specific track. The legend below will help you understand the meaning of the symbols listed with each seminar description.

9:00 AM - 12:30 PM Workshop 7: Web 2.0: Social Networking + Data in Franchising (Separate Fee Required)

Lee Plave, Partner, Plave Koch PLC

Presented by: Paul Segreto, CEO, Franchise Foundry and Theresa Huszka, CFE, Senior Consultant, MSA Worldwide

This session will delve into how franchisors and franchisees can protect their brand while making the best use of social networking sites. Among other things, this session will explore some of the do’s and don’ts of setting up social networking sites for an entire system, addressing rogue franchisees and licensees who set up their own sites, and establish a system-wide strategy and policy for social networking and social media. This session will also explore data collection, use, and protection in franchise companies. Finally, this session will address using online tools to manage and enhance your company’s online franchise development efforts. Click here for more details.
Sponsored by              Accredited for 100 Credits

9:00 AM - 12:30 PM Workshop 10: The A to Zs of Buying a Franchise (Separate Fee Required)

Presented by: John P. Hayes, PhD, Marketing Professor, Gulf University for Science & Technology, Kuwait

If you’re looking for no-nonsense, cut-to-the-quick, show me how to evaluate franchises so that I can buy one that’s right for me information . . . this is the workshop you need. This is the perfect workshop for people who are just getting started with their research, as well as those who are close to making a decision to buy a franchise. Click here for more details.
Sponsored by

10:00 AM - 1:00 PM Workshop 6: Structures and Operational Strategies for Successful Expansion within the USA (Separate Fee Required)

Presented by: Rick Morey, Partner, DLA Piper US LLP

Whether franchisors are in a start-up mode or are gearing up for expansion beyond their original markets there is much to learn about successful franchising. This workshop will explore a wide range of subjects bearing on the successful expansion of a franchise network. Click here for more details.
Sponsored by                     Accredited for 100 credits

10:00 AM - 11:30 AM Negotiating Your First International Franchise: Achieving Success by Avoiding the Big Mistakes

Presented by: Carl Zwisler, Principal, Gray Plant Mooty

Because “you don’t know what you don’t know,” a systematic approach to franchising in a foreign market is essential. Experienced international professionals will discuss practices that work as well as those that don’t work in expanding to foreign markets. Critical topics will include strategies for protection of trademarks, determining whether you have found the right franchise partner, complying with foreign franchise disclosure and relationship laws, and collecting fees and payments. They also will explore important issues such as the appropriate size for a franchise territory, how to set development schedules, which franchising format to use and how to share fees in a master franchise arrangement.
Sponsored by

10:30 AM - 11:30 AM Franchising in Mexico

Presented by: Sandro Piancone, Chief Mexpert Officer, Nery's Logistics

Come and discover the opportunities available to franchise in Mexico. Learn how to navigate the new political climate including NAFTA, Donald Trump and President Nieto. Grow exponentially in this vibrant environment.
Sponsored by

10:30 AM - 12:00 PM Key Issues in Developing the Business Terms for your FDD

Presented by: Scott Jewett, Senior Advisor, iFranchise Group and Harold Kestenbaum, Partner, Harold L. Kestenbaum, PC

Prior to launching a franchise program, a new franchisor must ensure that the business terms defining the relationship with its franchisees is properly structured, and allow for long-term success at both the franchisee and franchisor levels. This session will highlight the key issues to consider when structuring the business decisions that will ultimately be documented in the FDD and Franchise Agreement.
Sponsored by        

10:30 AM - 11:30 AM Walking the Line – How to Administer a Franchise System in Light of the NLRB’s New Joint Employer Standard

Presented by: Michael Seid, Managing Director, MSA Worldwide; Andrew Seid, Consultant, MSA Worldwide; Marisa Faunce, Partner, Plave Koch PLC

Recent actions by the National Labor Relations Board have the franchise industry on edge. This session will provide guidance to franchisors with respect to joint employment and vicarious liability standards. The panel will evaluate franchise agreement terms that can impact joint employer liability and will offer practical advice with respect to training programs, operations manuals, brand standards and franchise relationships.
Sponsored by 

10:30 AM - 12:00 PM Look Before You Leap, A Perspective from Two State Franchise Regulators and a Consultant with over 30 Years in the Industry

Presented by: Shery Christopher, Managing Director, Shery Christopher Consulting; Dale E. Cantone, Assistant Attorney General - Franchise Unit Chief, Maryland Attorney General’s Office; Joseph J. Punturo, Assistant Attorney General, Franchise Section Chief, Office of the New York State Attorney General

Before you buy that franchise, find out what you need to consider first; what due diligence should you do? What questions should you ask not only of yourself but the franchisor and the franchisees? And more importantly, what are your rights according to federal and state laws. Two Veteran Assistant Attorneys General who supervise State Franchise Units and a Franchise Consultant with over 30 years in the franchise industry discuss the most important considerations that prospective franchisees should consider before buying a franchise.
Sponsored by

12:00 PM - 1:00 PM Important Steps for Franchisors Considering Entering the U.S. Market

Presented by: Adam Siegelheim, Attorney, Stark & Stark and Tara Speer, Associate, Stark & Stark

Franchisors that are considering exporting their franchise into the US, need to follow some important steps before making a firm commitment. This includes an analysis of the U.S. market, franchise opportunities by sector and other key factors. This session will provide insight into the major considerations that International franchisors should be aware of regarding franchising in the United States.
Sponsored by

12:00 PM - 1:00 PM New Techniques for Franchisee Financing

Moderated by: Bret Lowell, Partner, DLA Piper US LLP

Panelists: Rocco Fiorentino, CEO, Benetrends, Inc.

Many franchisors assist their franchisees in obtaining financing. Learn about the different approaches to franchisee financing, including franchisor-sponsored and non-sponsored financing. This session will cover many aspects of franchise financing programs, including identifying successful industry models and examining the pitfalls of less successful programs. The session will also explore the use of tri-party agreements, the types of direct financing available to multi-unit and other franchisees, how to choose between lenders and lender products, the steps needed to obtain a loan, and the types of loans available for different purposes (i.e., new franchises vs. remodels). Finally, we will discuss opportunities for franchisors to assist their franchisees in understanding various credit programs and successfully navigating the debt markets.
Sponsored by  

12:00 PM - 1:00 PM Master Franchising/Three Party Franchising – Why Do Some Succeed and Others Struggle

Brian Schnell, Partner, Faegre Baker Daniels

Many franchisors offer some form of master franchise or area/regional director franchise where the master/area franchisee performs many of the typical franchise support functions. These functions may include franchise sales, training and operational support. Some of the most successful franchisors in the world use this three party approach. Other franchisors encounter significant problems in making this strategy succeed. What distinguishes success from failure? This session will identify how to assess whether three party franchising is right for you from the franchisor and area franchisee perspectives.
Sponsored by   

12:30 PM - 1:30 PM SBA Financing for Your Business

Moderated by: Man-Li Kuo Lin, Supervisory Economic Development Specialist, U.S. Small Business Administration - New York

Seeking funding to start, grow or expand your small business? Learn about SBA’s financing programs: Advantage Loan to $5,000,000; Development Loan for property and machinery to $10,000,000; and Microloan for start-ups. Meet the experts who will let you know when, where and how to apply for a loan, additional resources and assistance available, and will answer all your questions.
Supported by

12:30 PM - 1:30 PM Springboard Event for Emerging Franchisors Sneak Preview: Franchisor Founders and Senior Execs Tell the Secrets and Shortest Path to Emerge

Presented by: Lane Fisher, Esquire, Fisher Zucker LLC

Why do some Franchisors take off so much faster than others? How do some franchises accomplish all their obligations with few so employees? How do you build a culture around your core values with little resources? Should you use a broker? What do you do with international leads? How do you generate PR and buzz around new openings? How do you get products to distant franchisees? Single or multi unit development agreements? These days, a lot of things need to come together to launch, grow and finance a franchise brand. A lot will depend on the team you assemble, your success in leveraging available technology your choice of supplier partners, and at the end of the day, your actual success in generating and closing qualified leads. In typical Springboard format, hear how founders and Senior execs from successful brands navigated those early days. (also available on Thursday, 2:00 PM)
Sponsored by Springboard Event for Emerging Franchisors
                            September 25-27, 2017, Westin Philadelphia

12:30 PM - 2:00 PM How Franchisees Can Succeed in Finding Real Estate

Moderated by: Ryan Cunningham, President, Javelin Solutions

Come hear real estate experts discuss how to hire a broker, present your qualifications to a landlord and what to expect when looking for space, as well as many other useful tips.
Sponsored by

1:00 PM - 2:00 PM Growing Your Franchise Online: Digital Marketing for Today's Consumers

Presented by: Lance Bachmann, Founder and CEO, 1SEO

In this session you will learn the importance of Local SEO and Internet Marketing to grow your business. Through organic search, paid advertisements and retargeting, email marketing, and social media, the best practices to reach a wider audience in the digital landscape will be discussed. For all franchisors, this session dives deep into local marketing to set up your business for success and increase your domain authority. Local SEO starts with a consistent NAP (name, address, phone number) across all platforms, including Google+, citations, listing, and your website. The session will inform franchisors about all aspects of increasing your leads and conversions. Audiences will learn correct social media strategies and how to increase their following with engaging and informative posts. What influences local ranking factors? Does keyword relevance and quality of inbound links to your domain play a vital role? Questions will be answered and knowledge will be gained when listening to Lance Bachmann share his expertise on local search.
Sponsored by   

1:00 PM - 2:30 PM 10 Commandments of Franchise Sales

Presented by: Carl Zwisler, Principal, Gray Plant Mooty

Understand why establishing a foundation is so important as well as about the planning tools, executive group talent and revenue enhancement programs necessary to reach that goal. Learn how the use of franchisee advisory councils and associations, and the role of an operations manual can make for effective communication in the franchise system. This seminar will also address how to achieve respect, compliance and growth by servicing your customers (franchisees).
Sponsored by  

1:30 PM - 2:30 PM Structuring Your Franchise Network Expansion

Presented by: Alan Greenfield, Shareholder, Greenberg Traurig, LLP and David W. Oppenheim, Shareholder, Greenberg Traurig, LLP

Is a master franchise, area development or area representative structure the right model to grow your franchise network? Even for experienced franchisors, confusion often exists when trying to determine the “best” model to expand the network to another state, region, a nearby country or across the globe. This session will explore common expansion models used for domestic and international growth, including the business and legal considerations for choosing one structure over another.
Sponsored by

1:30 PM - 2:30 PM Franchise Exit Strategies

Presented by: Bret Lowell, Partner, DLA Piper US LLP and Burt Yarkin, Managing Director, The McLean Group

Owners of franchise companies (whether franchisors or multi-unit franchisees) all dream of the day when they sell their business. Along the way, they may also wish to sell partial equity to raise growth capital or to simply “take some money off the table.” Whether the sale is imminent or years away, it is crucial to understand the selling process. For those ready to sell, or to take in an investor, the knowledge you gain in this session will guide you through the necessary business and legal steps. For those who will sell or seek investment down the line, this knowledge will help you to manage the business in the meantime in ways that will maximize your exit opportunities. Come learn what every owner of a franchise business needs to know about the strategies and best practices for selling to a buyer or an investor.
Sponsored by

1:30 PM - 2:30 PM Maintaining Brand Standards as a New Franchisor

Presented by: Scott Jewett, Senior Advisor, iFranchise Group

Whether you are considering franchising for the first time or are an established franchisor, your brand integrity must always remain your top priority. One of the primary advantages of franchising is that it provides you with a highly-motivated operator. And in many franchise systems, franchised units will routinely outperform the franchisor’s company operations on quality scores. But in poorly controlled systems, franchisees who do not follow the system will cause the brand to suffer. This seminar will focus on how to use the “four pillars of quality control” to improve consistency while harnessing the entrepreneurial spirit of your franchisees.
Sponsored by      

2:00 PM - 5:00 PM Workshop 2: Franchising Your Business Part 1 (Separate Fee Required)

Presented by: Michael Seid, Managing Director, MSA Worldwide; Kay Marie Ainsley, Managing Director, MSA Worldwide; Marisa Faunce, Partner, Plave Koch PLC

Franchising has become the dominant method for the creation of wealth through small business ownership. Franchising, once known primarily for restaurants, today is used by over 85 industries including a wide range of consumer and business to business services, retail, hospitality, health, recreation and many more. If you are thinking about expanding your current business through franchising, this two-day symposium will provide the opportunity to learn from experts in the field and turn your business into a successful franchise.Click here for more details.
Sponsored by              Accredited for 200 credits

2:00 PM - 5:00 PM Workshop 4: International Expansion: Master Franchising and Other Structures (Separate Fee Required)

Presented by: Rick Morey, Partner, DLA Piper US LLP and Tao Xu, Partner, DLA Piper US LLP

When does master franchising make sense? For the franchisor? For the franchisee? What are the pros and cons for each? How does it operate? What are the rights and responsibilities of each party? How do you analyze the economics? How does the franchisor find and select a master franchise partner, and how can a candidate satisfy himself as to the franchisor? What are the principal negotiating points? What are the principal pitfalls, and how can they be avoided? Finally, how are all of these issues handled differently in the international context? This workshop will address these challenging issues and draw upon the diverse experience of our panelists, all veterans of franchising. Click here for more details.
Sponsored by                              Accredited for 100 credits

2:00 PM - 3:00 PM Opportunities for Veterans in Franchising

Moderated by: George Eldridge, Air Force Veteran and Program Manager, VetFran

Veterans have a proven track record of success in franchising. Franchises run on systems and offer training and support, just like the military. In franchising, you’re in business “for” yourself, but not “by” yourself. That’s why there are over 70,000 veteran-owned franchise establishments in the United States. Learn from veterans and business leaders in franchising how to get started in this exciting industry.
Sponsored by

2:30 PM - 3:30 PM The Franchisor-Franchisee Relationship: Striking the Perfect Balance

Moderated by: Lane Fisher, Esquire, Fisher Zucker LLC

Panelists: Chris Goethe, CFE, Vice President, Franchising, Primrose School and Renuka Salinger, Vice President of Franchise Development, Camp Bow Wow

The franchisor-franchisee relationship is a delicate balance that when managed correctly can result in both parties thriving. With access to capital still difficult to obtain, it is more important than ever for franchisors to support franchisees on everything from real estate, construction, food sourcing, labor management and IT to marketing and advertising. This panel will include discussions from both franchisors and franchisees on how these parties should work together in order to create a successful brand.
Sponsored by                               

2:30 PM - 5:00 PM Workshop 3: Operations Manuals: The Foundation to Consistent Execution (Separate Fee Required)

Presented by: Marla Rosner, Senior Training Consultant, MSA Worldwide

Documentation of your business’ processes and procedures is the foundation to consistent execution of your franchise concept. In this workshop, learn how to create a user-friendly Operations Manual as well as key content that should be included. Click here for more details.
Sponsored by              Accredited for 100 Credits

3:00 PM - 4:00 PM Structuring and Creating Item 19 Financial Performance Representations

Presented by: Adam Siegelheim, Attorney, Stark & Stark and Steve Beagelman, CFE, CEO and Founder, SMB Franchise Advisors

Each year, more and more franchise companies are including Item 19 Financial Performance Representations in their Franchise Disclosure Document. This seminar will explore the types of information and different structures you can employ when structuring and creating your earnings claim. It will also discuss strategies you can employ during the sales process if you do not have an Item 19.
Sponsored by

3:00 PM - 4:30 PM Best Practices for Marketing Opportunities: Lead Generation for Franchise Sales

Presented by: Mark Siebert, CEO, iFranchise Group and Matthew Jonas, President, TopFire Media

Franchise lead generation is essential to successful franchise sales. This seminar will teach you how to improve your franchise marketing efforts by leveraging digital age marketing. Topics will include improving lead generation through public relations, social media publishing, search engine optimization, Pay-Per-Click advertising, website design, and inbound marketing.
Sponsored by          

3:00 PM - 4:30 PM How to Effectively Avoid the Most Common Franchise Disputes that Can Arise in Every Franchise System

Presented by: Brian Schnell, Partner, Faegre Baker Daniels

Disputes will happen in every franchise system, especially if a system is going to grow, evolve and be sustainable. During this session we will discuss those types of franchise disputes that are most common and what proactive best practices can be adopted in order to minimize disruption or avoid the disputes all together. With the proper understanding of when, where, why and how disputes happen and what to do if they occur or even before they occur, you will be far better positioned for sustainable growth and success.
Sponsored by

3:30 PM - 4:30 PM Use Your IRA or 401(k) Money to Start a New Business

Presented by: Steve Cooper, President,

Did you know that 401(a) pension, profit sharing, 401(k), 403(b), 457, IRA and rollover IRA money all may be used to fund your own franchise, business start-up, business property, equipment or working capital? Steve Cooper will teach you statutory ways to move money locked in retirement accounts directly into a new or established business. This can be done without distributions, taxes, penalties or the use of loans. Emphasis will be placed on other subjects such as ways to counter the negative tax effect of being a C-corporation and exit strategies.
Sponsored by   

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Each Symbol Stands For:

Buying a Franchise

International Franchising

Master Franchising

Franchising Your Business

Franchisors Seeking Growth

Non-US Franchisors: Entering the USA

Small Business Growth and Development

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