2019 Conference Program - Workshop 1

GLOBAL FRANCHISE EXPANSION:
      STRATEGIES FOR LUCRATIVE AND
      PLANNED GROWTH

sponsored by:       

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. Franchisors in virtually every country are now devoting an increasing portion of their resources and energies to expanding beyond their base to growing markets abroad. Franchise experts will look at issues ranging from the cultural challenges of international expansion to the practical aspects of doing business across borders. The topics will address the most common business and legal problems affecting international franchising. Franchisors and professionals experienced in international franchising will take part in the panels. A question and answer period will follow each topic. All workshop attendees receive admission to the exhibits on all three days.

Date

Thursday, May 30, 2019
10:00 AM - 1:00 PM

Rates

Advance: $210 includes exhibit hall admission and seminars
On-Site: $260 includes exhibit hall admission and seminars

CFE Accreditation

Individuals enrolled in the Individuals enrolled in the Certified Franchise Executives program will earn 100 education credits towards completion or recertification of the Certified Franchise Executive (CFE) designation by attending Global Franchise Expansion. For more information about the Certified Franchise Executives program, please call or email Rose DuPont (202-662-0771 -- rdupont@franchise.org) or visit www.franchise.org/certification.

Who Should Attend

U.S. and non-U.S. franchisors, international franchising attorneys and consultants. All those involved and interested in global franchise expansion wishing to understand international franchising from the franchisors' perspective.

This Workshop Will Look At

  1. International Franchising:
    • What's happening around the world
    • Who's franchising where
    • What's being franchised
    • Choosing target markets
    • Making it work: are you ready for international expansion?
    • How do very recent events affect international franchising?
    • How will going international impact domestic operations?
    • A closer look at choosing a partner
    • Costs: direct and indirect
    • Important business considerations
    • Important legal considerations
  2. Structural Variations in the Global Market:
    • Joint Venture - choosing a partner: advantages and disadvantages of the franchisor and franchisee
    • Direct Franchising: advantages and disadvantages to the franchisor and franchisee
    • The Area Development Franchise: advantages and disadvantages to the franchisor and franchisee
    • The Master Franchise or Sub-Franchise: advantages and disadvantages to the franchisor and franchisee
    • Fee and royalty issues
    • The terms of the agreement
    • The package of support services for the franchisee
    • The rights and obligations of the franchisor
    • The rights and obligations of the franchisee
  3. The International Expansion Experience:
    • Going abroad
    • Presentations by international franchising experts: looking at the relationship from abroad; the role of the headquarters company; problems facing international franchising today and what leads to success and failure
    • Looking forward
    • The new markets
    • The new prospective investor
    • Trends in international franchising

Moderated by: Philip Zeidman, Senior Partner, DLA Piper US LLP

Panelists: Catherine Monson, Chief Executive Officer, FASTSIGNS International, Inc. and William Edwards, CFE, CEO and Founder, Edwards Global Services, Inc.


Philip Zeidman Senior Partner - DLA Piper US LLP

Philip Zeidman devotes his practice to domestic and international distribution, licensing and franchising law. In 2017 Mr. Zeidman received Who's Who Legal's Lifetime Achievement Award at a ceremony in London. Mr. Zeidman was named Global Franchise Lawyer of the Year for 9 years, every year the award has been given. Mr. Zeidman received the Burton Award of Excellence in Legal Writing from the Library of Congress. He was the first Chairman of the American Bar Association Antitrust Law Section’s Distribution and Franchising Committee, and is the Editor of Legal Aspects of Selling and Buying (Thomson/Reuters). He has served as General Counsel to the International Franchise Association throughout his career.

Philip has been admitted to practice before the US Supreme Court and in the District of Columbia, New York, Florida and Alabama. He graduated with honors from Yale College, where he was named Scholar of the First Rank and was Managing Editor of the Yale Banner Publications. At Yale he received both the Jonathan Davenport Award and the William Houston McKim Award. He was elected Chairman of the Class Council of his class at Yale, received its first Distinguished Service Award and was named its representative to the Association of Yale Alumni. He received his law degree from Harvard University and also studied at the Harvard Graduate School of Business Administration. Philip has served as a member of the advisory board of the Yale School of Organization and Management; as a trustee of the Yale-China Association; and as a member of the advisory board of the DeWitt Wallace Center for Communications and Journalism of the Terry Sanford Institute for Public Policy of Duke University.

Philip is counsel to a number of US and foreign companies and trade associations. He served as Special Counsel to the Japan Franchise Association. He has engaged in an international transactional practice, testified before governmental bodies, participated in judicial and administrative proceedings, taught at universities and appeared before business and professional groups in Argentina, Australia, Austria, Belgium, Brazil, Canada, the Czech Republic, England, Finland, France, Germany, Greece, Hong Kong, Hungary, India, Ireland, Israel, Italy, Japan, Mexico, Morocco, New Zealand, the People’s Republic of China, Poland, Portugal, Russia, Serbia-Montenegro, Singapore, Slovenia, South Africa, South Korea, Spain, Sweden, Switzerland, Tunisia, Turkey, the United Arab Emirates, and before the Commission of the European Union as well as before numerous US congressional committees.

Philip has been retained to advise a number of international governmental organizations on techniques for international development, and for the privatization of state-owned enterprises by the Organization for Economic Cooperation and Development (Paris), for work in Central and Eastern Europe; by the World Intellectual Property Organization (Geneva), to assist in the development of its Franchising Guide for Developing Countries; by the International Center for Public Enterprises (Ljubljana), to help create an international franchising databank for use in transitional economies; by the International Executive Service Corps, to introduce franchising into Morocco; by Unidroit, a UN-affiliated agency (Rome), to advise on the issue of the regulation of international franchising; by the US Agency for International Development (for work with the Indian government, to assist black entrepreneurs in post-apartheid South Africa, and to assist the privatization agencies of the former Soviet Union); and by the Middle East Investment Initiative to introduce franchising to Tunisia.

He served as a Trial Lawyer for the Federal Trade Commission; General Counsel to the Small Business Administration (when he was named to that position, at age 30, he was the youngest chief legal officer of any department or agency of the federal government); and Special Assistant to the Vice President of the United States. Politically, in addition to serving the Vice President, he was a speech writer in two presidential campaigns; Executive Director of the Democratic Platform Committee in a third; and traveled with Governor Jimmy Carter as an advisor to him throughout his successful general election campaign.


Catherine Monson Chief Executive Officer - FASTSIGNS International, Inc.

Catherine Monson is the CEO and President of FASTSIGNS International, Inc. She joined FASTSIGNS® in 2008 and brings more than 30 years of franchising and management experience including sales and marketing, operations, development, training and advocacy. In 2009, she was the recipient of the International Franchise Association’s (IFA) prestigious Bonny LeVine Award, given annually to a female franchisor in recognition for contributions to the growth of the franchising industry. In 2010, Catherine was honored by the Dallas Business Journal as one of the top 25 Women Industry Leaders in the Dallas Metroplex. In 2012, Catherine appeared on the two-time Emmy Award-nominated reality series, Undercover Boss, to learn new ways to further advance the FASTSIGNS brand. She serves on the Board of Directors of the International Franchise Association (IFA), the Board of Directors of the Learning Experience® and the Board of Trustees of Pi Sigma Epsilon National Education Foundation.


William Edwards, CFE CEO and Founder - Edwards Global Services, Inc.

An executive with over 44 years of international operations, development, executive and entrepreneurial experience, Mr. Edwards has lived in seven countries and directed projects in 68 countries.

Founded in 2001, EGS currently has people on the ground in 32 countries. In May 2015, EGS received the ‘E Star’ Award, the highest export award given by the U.S. President for making significant contributions to the increase of U.S. exports. Edwards Global Services, Inc. takes US franchise brand global, this year working in 22 countries for its food and beverage, retail and service sector US franchisor Clients. In addition to fulfilling several Board level roles in the International Franchise Association, Mr. Edwards is a Member of the Board of Directors of IBS, an Istanbulbased market research group, the Advisory Board of the University of California MIND Institute, The US District Export Council of Southern California and a Founder and Director of the Nancy Imlay Edwards Foundation. Mr. Edwards is also a Certified Franchise Executive (CFE). He speaks around the world and has written for international publications on taking businesses international and doing business in emerging markets.

REQUEST ATTENDEE INFO 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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