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 to the right will help you understand the meaning of the symbols listed with each seminar description.

Workshop 5: The A to Zs of Buying a Franchise (Separate Fee Required)

9:00 AM - 11:30 AM

Room: 1C03

Presented by: John P. Hayes, PhD, Titus Franchise Chair, HowToBuyAFranchise.com

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

Workshop 6: Structures and Operational Strategies for Successful Expansion within the USA (Separate Fee Required)

10:00 AM - 1:00 PM

Room: 1C04

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

Look Before You Leap: A Perspective from Two State Franchise Regulators and a Consultant with over 30 Years in the Industry

10:30 AM - 12:00 PM

Room: Theater One

Presented by: Shery Christopher, Managing Director, Shery Christopher Consulting

Panelists: Joseph J. Punturo, Assistant Attorney General, Investor Protection Bureau, Office of the New York State Attorney General and Dale E. Cantone, Assistant Attorney General - Franchise Unit Chief, Maryland Attorney General’s Office

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

Should You Expand By Franchising?

10:30 AM - 11:30 AM

Room: 1C05

Presented by: Mark Siebert, CEO, iFranchise Group

Are you ready to grow your business but don't know which strategy is best for you? 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.

Franchising in New Jersey: Perfectly Located for Success!

11:30 AM - 12:30 PM

Room: Theater Two

Presented by: Elayne McClaine, Regional Director, NJSBDC-Rutgers University-New Brunswick

New Jersey continues to be a thriving market where key industries proudly base their headquarters due to exceptional talent and depth of education. Couple that with a concentration of high income and spending power -- all within a 50-mile radius. From a legal perspective, it's one of the most protective states in the nation! Simply put, New Jersey is a market that offers a lucrative consumer market and a wealth of business support services that will afford your business a solid base from which to build its franchise. Come see why New Jersey is right for you.
Sponsored by

Structuring and Creating Item 19 Financial Performance Representations

11:30 AM - 12:30 PM

Room: 1B04

Presented by: Adam Siegelheim, Attorney, Stark & Stark

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

Most Emerging Franchisors Stay As Emerging Franchisors: How You Can Grow Beyond

12:00 PM - 1:00 PM

Room: 1C05

Presented by: Alan Majerko, Vice President, Corporate Development, Winmark Franchise Partners

To be successful in franchising takes a lot more than a good business and a dream of building a world-wide brand. Come to this session to learn the legwork that needs to be done prior to franchising your business, the effort that needs to be made once you begin franchising, and the investment and time it will take to truly position your business for ultimate success in franchising. If you are prepared to hear the harsh reality of franchising and are ready to do the work necessary to increase your chances of success, come to this session to learn, ask questions, grow and better position yourself, your business and your future franchisees for success.
Sponsored by

Closing More (and Better!) Franchise Sales!!

12:00 PM - 1:00 PM

Room: 1B02

Presented by: Charles Dobyns, CFE, CEO, Franchise Dynamics

The first rule of franchise sales is that no one ever "sells" a franchise! However, there is a process and methodology for development that creates superior outcomes. Learn how to facilitate more and better leads and franchise sales regardless of whether you concept is emerging, mid-market or you are a well-developed franchise company seeking even better results.
Sponsored by

New Techniques for Franchisee Financing

12:30 PM - 1:30 PM

Room: 1B05

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

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  

Are You a Perfect Fit for Franchising?

12:30 PM - 1:30 PM

Room: Theater One

Presented by: John P. Hayes, PhD, Titus Franchise Chair, HowToBuyAFranchise.com

For most people, franchising is the smart way to buy and build a business. A franchisor’s proven operating model gives franchisees a huge head start to creating a thriving and satisfying business. Plus, the franchisor’s established brand and marketing prowess immediately benefit new franchisees. However, how will you know which franchise to buy? Assuming you’re a perfect fit for franchising, you also need to know the type of franchise that will suit you best. Franchises come with many variables including investment costs and operational requirements. Before you spend too much time researching franchises, spend some time examining your strengths and preferences and lining them up with appropriate franchise opportunities. This session includes a free personality analysis as well as recommendations for the type of franchise you should buy!
Sponsored by

The Franchisor-Franchisee Relationship: Striking the Perfect Balance

12:30 PM - 1:30 PM

Room: 1B02

Moderated by: Tom Kaiser, Assistant Editor, Franchise Times

Panelists: Gigi Schweikert, President & COO, Lightbridge Academy

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 Thursday and Saturday, 12:30 PM)
Sponsored by

Training: The DNA of your Franchise System

1:00 PM - 2:30 PM

Room: 1B05

Presented by: Marla Rosner, Senior Learning and Development 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

Workshop 7: Franchising Your Business (Separate Fee Required)

1:00 PM - 3:30 PM

Room: 1B04

Presented by: Michael Seid, Managing Director, MSA Worldwide and Kay Marie Ainsley, Managing Director, MSA Worldwide

The IFA has acknowledged MSA Worldwide as the leading strategic and tactical advisory firm in franchising. This symposium will explore the basics of franchise system, design, development & expansion, franchise law, and will provide an understanding of the timing and cost to become a franchisor. Each attendee will receive a copy of Franchise Management for dummies, authored by Michael Seid.Click here for more details.

sponsored by: Accredited

Workshop 8: Web 2.0: Social Networking + Data in Franchising (Separate Fee Required)

1:00 PM - 4:30 PM

Room: 1C03

Presented by: Lee Plave, Partner, Plave Koch PLC

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

Workshop 9: International Expansion: Master Franchising and Other Structures

2:00 PM - 5:00 PM

Room: 1C04

Presented by: Rick Morey, 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

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

2:00 PM - 3:00 PM

Room: 1C05

Moderated 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

Best Practices for Marketing Opportunities: Lead Generation for Franchise Sales

3:00 PM - 4:30 PM

Room: 1B02

Presented by: Mark Siebert, CEO, iFranchise Group

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

Franchise Lead Generation

3:00 PM - 4:00 PM

Room: 1B05

Presented by: Jam Hashmi, ClickTecs, ClickTecs

Learn how franchisors are generating franchise leads in a competitive online market, and how they are effectively managing the relationship with franchise prospects utilizing technology to help them.

How to Start A Business in New York and How SBA can Help You

3:30 PM - 4:30 PM

Room: Theater One

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

Learn How to develop an idea into a business, the pros and cons of each business structure: sole proprietorship, partnership, corporation, and LLC, the procedure to register a business in NY, responsibility as an employer, home based business regulations and How SBA can help you with Financing, Business Education and One-on-One counseling through our resource partners, Government Contracting Assistance that help you start and expand your business ???Ten Steps to Start a Small Business;???Personal Assessment;???Choosing Your Business Structure: sole Proprietorship, Partnership, Corporation and LLC;???Home-Based Business;???How to Register a New Business in NY;???Employer Identification Number;???NYC and NYS Permits and Licenses;???Business Insurance;???Franchise;???Copyrights, Trademarks & Patents.???SBA Guarantee Loans, Grants (SBIR and STTR) and Venture Capital;???SBA Guaranty Loans: 7(a) loan, (504) loan and Microloan;???Business Education and Training;???Government Contracting Assistance;???Disaster Assistance,???Advocacy: Voice of Small Businesses ???Speaker: Ms. Man-Li Lin, Economic Development Specialist, SBA .
Supported by

The Advantages of Buying an Existing Franchise

3:30 PM - 4:30 PM

Room: Theater Two

Moderated by: Johnny Sellyn, Head, Franchiseresales.com

Panelists: Ralph Yarusso, CFE, Chief Development Officer, 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.
Sponsored by

How to Effectively Avoid the Most Common Franchise Disputes that Can Arise in Every Franchise System

3:30 PM - 5:00 PM

Room: 1C05

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

REGISTER NOW TO ATTEND Conference Overview

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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