Thursday 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.

10:00 AM - 1:00 PM Workshop 5: Global Franchise Expansion: Strategies for Lucrative and Planned Growth (Separate Fee Required)

Room: 1B03

Presented by: Philip Zeidman, Senior Partner, DLA Piper US LLP; William Edwards, CFE, CEO and Founder, Edwards Global Services, Inc.; Catherine Monson, Chief Executive Officer, FASTSIGNS International, Inc.

This program is directed both to U.S. based franchisors planning to expand abroad and to franchise companies based outside the U.S. Some of the most promising markets for franchising are outside the U.S. The topics will address the most common business and legal problems affecting international franchising. Click here for more details.
Sponsored by              Accredited for 100 credits

10:30 AM - 12:30 PM Franchising and Diverse Communities: How to Be in Business for Yourself, But Not By Yourself

Room: 1B02

Moderated by: Miriam Brewer, CFE, Senior Director, Education and Diversity, IFA Educational Foundation

Panelists: Ron Bender, CFE, Vice President, Franchise Development, Big Frog Custom T-Shirts and Dallas Kerley, CFE, Chief Development Officer, Benetrends, Inc.

Are you looking to be in business for yourself, but not by yourself? Are you contemplating a career move and don’t know what to do next? Do you want more than just a job? Investigate what opportunities exist in this unique way of doing business. You will have the opportunity to participate in an educational seminar to address small business ownership through franchising. Hear first-hand what franchisors are looking for. At the end of the session, participants will be able to:

  • Understand what franchising is and isn’t
  • Understand the basic relationship between the franchisee and franchisor
  • Understand the role of a franchise coach
  • Learn about financing, resources and technical assistance

Sponsored by

10:30 AM - 11:30 AM Best Practices for Developing your System with Multi-Unit Operators

Room: 1B04

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

This seminar will focus on best practices to attract and develop your franchise concept with experienced multi-unit operators. We will explore effective lead generation and marketing techniques, as well as how to position your franchise model to appeal to a multi-unit operator’s needs and requirements.
Sponsored by

10:30 AM - 12:30 PM Getting Ready to Franchise Your Business

Room: 1C04

Presented by: Michael Seid, Managing Director, MSA Worldwide and Andrew Seid, Consultant, MSA Worldwide

Becoming a franchisor can be one of the most important decisions you will ever make in business. However, before hiring a consultant and lawyer to develop your franchise program, you must first understand how ready your concept is to franchise and then determine the appropriate steps to take. This seminar will identify common deficiencies in companies prior to franchising, as well as how to guide you in preparing your company and concept for franchising. This session is also useful for those companies that are about to expand, even if they are not currently considering franchising.
Sponsored by

10:30 AM - 12:00 PM How to Select a Healthy, Sustainable Franchise . . . and Measure Your Chances of Success

Room: 1C03

Presented by: Mariel Miller, The Franchise Advisor, The Franchise Advisor

Franchising can be transparent – if you know where to look! In this special workshop, you will learn how to expertly assess the health of a franchise opportunity, measure the risk and reward and what most don’t know about earning potentials. Learn how to identify great franchise businesses and avoid problem ones. Get clear on the essential parts of a skillful discovery process. Find out how and where information exists and how to access the answers to your most pressing questions about any opportunity. Upgrade your investigation skills. If you are curious or serious, this is a not-to-be-missed session. Resources and useful tools made available to all attendees.
Sponsored by

10:30 AM - 11:30 AM Improving Franchise Sales: Strategies & Tactics

Room: 1A05

Presented by: Robert Stidham, President & Chief Development Officer, Franchise Dynamics and Matthew Jonas, President, TopFire Media

This session with help start-up and existing franchisors become more effective in the franchise sales process. Attendees will learn about the various sales strategies and how to best qualify prospects. Discussions will include steps on how to improve your sales strategies and tactics, and an overview of the compilation of best practices.
Sponsored by

10:30 AM - 12:00 PM An Overview of Key U.S. Trends and Regulatory Issues for International Franchisors

Room: 1A04

Presented by: Andrew Sherman, Partner, Seyfarth Shaw LLP

The U.S. market has always provided a leadership position in the international franchising community. It has the lure and potential of being a very strategic and lucrative marketplace, yet can also be very competitive and confusing. This special introductory seminar will provide guidance and insights for overseas franchisors entering the U.S. market for the first time - and will dispel some underlying held myths about franchising in the United States. We will cover topics such as: understanding the role of franchising in the U. S. economy; key trends affecting the growth of franchising in the next millennium; basic research tools to understand the U.S. market and evaluate the competition; challenges and hurdles to franchising in the United States; overview of the legal and regulatory issues.
Sponsored by

11:00 AM - 12:00 PM Maximizing Relationships with Franchisees

Room: 1B05

Presented by: Scott Jewett, Senior Advisor, iFranchise Group

Once you have decided to franchise your business, do you have the infrastructure in place to carry this out? How do you manage the franchise strategy? How fast will you grow? What does it take to support the system? This and a lot of other questions will be answered during this lively session.
Sponsored by

11:00 AM - 12:00 PM The Advantages of Buying an Existing Franchise

Room: 1B01

Presented by: Johnny Sellyn, Head, Franchiseresales.com

Panelists: Ralph Yarusso, CFE, COO- Franchising, Grease Monkey International

Exiting franchisees are part of the life cycle of franchising. Buying an established franchise means that everything is in place and you can hit the ground running with a mature business which has a significant cash flow in place, building from there. You will be benefiting from someone else’s hard work and using it as your own starting point to develop the business further. (also available on Friday, 4:00 PM and Saturday, 2:30 PM)
Sponsored by

11:00 AM - 12:15 PM Is Facebook Optional or Mandatory?

Booth 158

Presented by: Maurice Bretzfield, Mentor, SCORE NYC

Facebook may not be the best social media platform for your business. Find out whether it is right for you and how to get the most out of it.
Sponsored by

12:00 PM - 1:00 PM Latin America - A Great Market Opportunity to Expand Your Franchise

Room: 1C05

Presented by: Paulo Mauro, President, Global Franchise Latam

Latin America is a great market for international franchisors. Come find out which are the most important markets, the best strategies to be successful and the main legal issues regarding Latin America.
Sponsored by

12:00 PM - 1:30 PM How to Leverage Technology in a Franchise System

Room: 1A05

Presented by: Peter Maxwell Sessions, Founder and CEO, FewerHats and Amber Christiansen, Marketing Director, FewerHats

Technology has experienced such rapid growth over the last 10 years that it has become difficult for a business to navigate the congested marketplace of software and digital services. A significant investment of time is required to properly research, select, and implement new technology. It has become extremely common in the franchise industry for software to become more of a distraction than an asset. By utilizing tips and tricks, a Franchise system can properly leverage technology to streamline their operational efficiency and accelerate their growth.
Sponsored by

12:00 PM - 1:00 PM Selling Franchises Domestically Without Getting Into Trouble

Room: 1B04

Presented by: Stephanie Zosak, Associate, DLA Piper US LLP

Federal and State franchise laws are complicated and carry heavy penalties. Learn how to comply with these laws in the selling process, whether you sell by phone, at your office, at trade shows or over the Internet. The program will cover topics such as sales staff training, recordkeeping, sales material review, financial performance representations, Internet selling, transfer and renewal issues, dealing with compliance problems and the new requirements under the FTC’s Amended Franchise Rule.
Sponsored by   

12:30 PM - 1:30 PM The Franchisor-Franchisee Relationship: Striking the Perfect Balance

Room: 1B01

Moderated by: Lane Fisher, Esquire, Fisher Zucker LLC

Panelists: Georgia Chasen, Director, Franchise Development, Sylvan Learning; Susan Steron, Rochester and Buffalo, NY Multi-Unit Franchisee, Sylvan Learning; Todd Evans, Vice President of Franchising, UBreakiFix; Seth Berkman, Mt. Kisco, Scarsdale, Mamaroneck, New Rochelle, NY Franchisee, UBreakiFix

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. (also available on Friday, 2:30 PM and Saturday, 12:30 PM)
Sponsored by                          

12:30 PM - 1:45 PM Questions to Ask Before Investing in a Franchise

Booth 158

Presented by: Burt Wallerstein, Certified Mentor, SCORE NYC

Find out the questions you should ask before investing your first dollar. Develop a clear roadmap and a business plan so you fully understand the business' potential and path you need to take to reach profitability.
Sponsored by

12:30 PM - 1:30 PM Financing Options for Franchising: Your Best Alternatives Today

Room: 1C03

Presented by: Dallas Kerley, CFE, Chief Development Officer, Benetrends, Inc.

What preparation and steps are necessary to attain financing? How do I make myself look attractive to lenders? In this seminar we will discuss how to use different types of financing as a tool to help you achieve your goals through business ownership. We will explore financing options available to you through SBA programs, making 401k/IRA funds available, as well as other potential options.
Sponsored by

12:30 PM - 1:30 PM How to Generate More Franchise Leads through Website Conversion Optimization

Room: 1B05

Presented by: Matthew Jonas, President, TopFire Media

Learn how your website should be at the center of a comprehensive franchise lead generation strategy to increase lead flow and improve lead quality.
Sponsored by

12:30 PM - 1:30 PM Franchise 2.0: Tools for Taking Your Franchise Model to the Next Level

Room: 1A04

Presented by: Sandra Bodeau, Principal, Gray Plant Mooty and Jan Gilbert, 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  

1:00 PM - 2:30 PM Franchising vs. Alternative Growth Strategies

Room: 1C04

Presented by: Mark Siebert, CEO, iFranchise Group

Are you ready to grow but don’t know which strategy is best for you? Franchising is not right for everyone. This seminar will help you understand various growth alternatives and whether franchising should be a part of your long term plan. Alternatives examined will include company-owned growth, business opportunities and licensing, joint ventures, dealers and distributorships, and franchising.
Sponsored by  

1:00 PM - 2:00 PM How to Start A Business in New York

Room: 1B02

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

Panelists: Brenda Stuart-Luke, Senior Stakeholder Liaison, IRS and Lizbeth Rodriquez, Business Advisor, LaGuardia Community College SBDC

This session will provide a checklist for starting a small business, how to register a new business in New York City and New York State, permits and licenses, business insurance, and employer’s responsibilities, as well as IRS resources and assistance. Bring your questions.
Supported by

1:30 PM - 2:30 PM Understanding How Key Provisions of the Franchise Agreement Impact Your Business Decisions

Room: 1B04

Presented by: Barry Heller, Partner, DLA Piper US LLP

Unlike many non-franchise arrangements, the provisions of the Franchise Agreement have a substantial impact on the business decisions that a franchisor must make. For example, the provision governing exclusivity will determine what the franchisor can and cannot do, both within the territory and beyond it; what other types of businesses the franchisor can operate; etc. The provisions relating to the operations manual (and other clauses) will affect what changes can be made in the system to which franchisees must comply. Provisions regarding pricing will determine what influence/control the franchisor may have with respect to the pricing at the retail level. The royalty provisions (along with the FDD) will affect what payments the franchisor can require be made by the franchisee. Many other franchise agreement provisions will be discussed as to the business decisions they impact.
Sponsored by

1:30 PM - 2:30 PM Selling Franchises Internationally Without Getting Into Trouble

Room: 1C05

Presented by: Tao Xu, Partner, DLA Piper US LLP and Stephanie Zosak, Associate, DLA Piper US LLP

An ever increasing number of countries around the world now have laws regulating franchising, and new statutes appear with very little if any advance notice. As in the United States, some address the sale of franchises, some deal with the franchisor - franchisee relationship. Complying with them can be difficult, and it is frequently hard even to learn what is required and how the requirements will be interpreted. This seminar will tell you what laws, in what countries, impose what obligations on you...and how you can deal with them as effectively, efficiently and economically as possible.
Sponsored by

2:00 PM - 3:00 PM Why Franchising? How Women Can be Successful in Today’s Franchising Marketplace

Room: 1B01

Moderated by: Michelle Rowan, President and COO, Franchise Business Review

Panelists: Catherine Monson, Chief Executive Officer, FASTSIGNS International, Inc.; Shelly Sun, Chairperson, IFA Board of Directors; CEO and Co-Founder, BrightStar Care; Susan Steron, Rochester and Buffalo, NY Multi-Unit Franchisee, Sylvan Learning

Franchising is not a business opportunity for men alone. More and more franchise owners are women – women who are extremely successful and making a difference. Learn from some of the savviest female franchise leaders, representing a wide variety of backgrounds, who chose franchising for their career path. Why did they look to franchising? What have been their biggest challenges and how did they overcome them? What are the rewards? What would they do over again? Hear real stories, personal experiences, best practices and lessons learned from an elite group of female franchise founders/CEOs and franchisees. By attending this session, you will walk away with the following: insights about franchising and determining whether it is the right fit for you; who can help you learn more about franchising and the steps necessary to become a successful franchise owner; tips for overcoming obstacles in launching a successful franchise business.
Sponsored by

2:00 PM - 3:00 PM Springboard Event for Emerging Franchisors Sneak Preview: Franchisor Founders and Senior Execs Tell the Secrets and Shortest Path to Emerge

Room: 1A05

Moderated by: Lane Fisher, Esquire, Fisher Zucker LLC

Panelists: Daniel Dizio, CEO/Co-Founder, Philly Pretzel Factory; Tim Courtney, CFE, Vice President, Franchise Development, Dream Vacations; Keith Levenson, Owner, ClimbZone Franchising, 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 Friday, 12:30 PM)
Sponsored by Springboard Event for Emerging Franchisors
                         September 25-27, 2017, Westin Philadelphia

2:00 PM - 5:00 PM Workshop 9: 5 Habits of the Highly Successful Franchise System (Separate Fee Required)

Room: 1B03

Presented by: Brian Schnell, Partner, Faegre Baker Daniels

Most franchisors have implemented a number of best practices that make them successful. But what habits make a franchisor HIGHLY successful. Undying devotion to the brand, knowing and balancing the interests of the franchisor, franchisee and franchise system as a whole, and empowering franchisees are just a few highlights that will help a franchisor take their system to the next level. In today’s economy, most franchisors do not have hundreds of thousands of dollars to invest in new strategies or initiatives. This dynamic session will identify best practices that franchisors can apply – without significant financial investment – to achieve a powerful impact in the near future and over the long haul. Click here for more details. Sponsored by              Accredited for 100 Credits

2:00 PM - 3:15 PM How to Build a Robust Business Network

Booth 158

Presented by: Robert Serabin, SCORE Mentor, SCORE NYC

Learn the secrets of the front end of selling - defining your target market for your offering, researching prospects, networking, qualifying leads and writing a compelling pitch.
Sponsored by

2:00 PM - 5:00 PM Workshop 8: Strategies for Penetrating the U.S. Market for Overseas Franchisors (Separate Fee Required)

Room: 1A04

Presented by: Andrew Sherman, Partner, Seyfarth Shaw LLP and James McGrath, Partner, Seyfarth Shaw LLP

This workshop will explore business planning topics, featuring a panel of franchising experts, professionals and executives of overseas franchisors who have successfully developed franchising programs in the Unites States. Our focus will be on pragmatic and truly useful information with an emphasis on war stories and case studies. Click here for more details.
Sponsored by              Accredited for 100 credits

2:00 PM - 3:00 PM Navigating the Buying Process: What to know before you invest

Room: 1C03

Presented by: Evan Goldman, Counsel, Hill Wallack LLP

Prospective Franchisees will learn the ins and outs of buying a franchise. Attendees will learn what to think about when buying a franchise, what to look for in an FDD, how to prep for life as a franchisee and the overall how to survive the franchise relationship.
Sponsored by

2:00 PM - 3:00 PM Selecting the Best Franchise Structure for Domestic and International Expansion

Room: 1B05

Presented by: Carl Zwisler, Principal, Gray Plant Mooty and Ryan Palmer, Principal, Gray Plant Mooty

International development remains an intriguing and potentially profitable strategy for many franchisors. In exploring international expansion, how can franchisors maximize their return on investment (ROI)? What steps should franchisors take now in developing or redefining their international development strategy to avoid common costly mistakes? This session will explore 5 common issues which can impact franchisor’s ROI and identify best practices in addressing those issues to maximize ROI. Issues addressed will include optimal structure for expansion, planning and budgeting, brand adaptation, due diligence and other topics.
Sponsored by

3:00 PM - 4:00 PM How Online Lending is Helping Franchise Growth

Room: 1B02

Presented by: Ben Davis, Chief Franchising Officer, Lendio

Access to capital, or lack thereof, is a crucial inflection point in the lifespan of any small business. The innovative and evolving landscape of online funding has changed the way small business owners think about and seek growth capital. In this session, you will learn the different options that a small business owner has when seeking capital and weigh the pros and cons of each option.
Sponsored by

3:00 PM - 4:30 PM Going International -- Moving intelligently into international expansion

Room: 1C05

Presented by: Kay Marie Ainsley, Managing Director, MSA Worldwide

Are you ready for international expansion? How do you put together a pro-active plan? What support needs to be in place? Where should you go first and what results can you expect? This and so much more will be discussed in this lively session.
Sponsored by  

3:00 PM - 5:00 PM The Basics of Developing a Franchise System

Room: 1C04

Presented by: Michael Seid, Managing Director, MSA Worldwide and Andrew Seid, Consultant, MSA Worldwide

For long-term success a franchise must be a win-win for both the franchisor and franchisee. This seminar will explore how to create a franchise program that really works for both the franchisor and the franchisee, how to recruit franchisees that believe in your concept and who will be an asset to the franchise system and how you can establish a strong relationship with your franchisees based on open communications and trust.
Sponsored by      

3:00 PM - 4:30 PM Training: The DNA of your Franchise System

Room: 1B04

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

The replication of a franchise concept is accomplished through effective training programs. These programs not only address franchisees but also convey standards and procedures to field staff, unit level management and employees. This presentation provides an overview of training methods used in franchising ranging from classroom to eLearning and addresses typical content covered for different audiences.
Sponsored by

3:30 PM - 4:30 PM Immigration Opportunities for the International Franchisor or Franchisee

Room: 1B01

Presented by: Martins Imudia, PhD, Attorney at Law, Center for U.S. Immigration Services

While the primary objective of a franchisor or franchisee is to create value, remain sustainable, and be profitable for employees and shareholders, there are immigration benefits available to the international franchise industry stakeholders. This session will attempt to answer the following questions: Who benefits from U.S. immigration under this category?, Are family Members able to immigrate as derivatives?, What kind of franchise investment is required? and What immigration or visa options are available to qualified parties?, as well as Are undocumented aliens qualified? and Do you have to manage the business in the U.S.?
Sponsored by

3:30 PM - 4:30 PM Should I Franchise My Business?

Room: 1A05

Presented by: Steve Beagelman, CFE, CEO and Founder, SMB Franchise Advisors

Learn about the pros and cons of opening another corporate unit vs. franchising your brand for your future growth strategy.
Sponsored by

3:30 PM - 4:45 PM Reclaim Control and Get More Done

Booth 158

Presented by: Stephanie Shalofsky, President, The Organizing Zone

Learn how setting up the right processes and systems can help you reclaim your life, become more productive and make more money.
Sponsored by

3:30 PM - 4:30 PM Mastering SBA and Other Funding Sources for Both Franchisors and Franchisees

Room: 1B05

Presented by: Larry Schwartz, Partner, DCV Franchise Group and Reg Byrd, Partner, DCV Franchise Group

Financing is key to franchising. Learn about the dynamics and most effective methods to secure the capital required for both start-up as well as established franchisors and franchisees.
Sponsored by

3:30 PM - 4:30 PM Making the Leap: How to Succeed as a Franchisee

Room: 1C03

Moderated by: Michelle Rowan, President and COO, Franchise Business Review

Panelists: Alicia Thompson-Healy, Rochester, NY Franchisee, Smallprint and Silver Pet Prints; Jackie Pierce, Ft. Worth, TX Franchisee, Big Frog Custom T-Shirts; Muhammad Saleem, Multi-unit Franchisee, Checkers; Alicia Geiger, Sinking Spring , PA Franchisee, Dream Vacations

Hear from our expert panel of franchisees on the steps they took to grow a successful franchise business. Learn the keys that helped their business thrive, the challenges and pitfalls they faced along the way – and how to avoid them. What one thing really made the difference to these top-performers? If they had to do over again, what would they do differently? What advice would they give to new franchisees? Don’t miss this highly interactive session, with lots of time for Q&A to get all your franchising questions answered.
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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