2016 Seminars and Workshops

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

The symbols below will help you with the suggested audience for each session if you view by day, or click below to view by track.

Thursday, February 11

Symposium 4: 5 Habits of the Highly Successful Franchise System (separate fee required)
9:30 AM - 12:30 PM
Room: 312
Presented by: Kevin Hein, 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


Financing Your Business with an SBA Loan
10:30 AM - 12:00 PM
Room: 313
Moderated by: Russell Hughes, Lead Lender Relations Specialist, U.S. Small Business Administration - Houston Panelists: Paul Cheong, Senior Vice President, East West Bank; Nasr Khan, Executive Vice President, Wallis State Bank; Bruce Hurta, Senior Vice President, Members Choice Credit Union; Jevaughn Sterling, Executive Vice President, Amegy Bank; Tyler Pope, Vice President, Bank of America

A panel of lending experts will discuss financing options, what lenders are looking for, credit requirements, importance of a relationship with a financial institution, and eligibility guidelines and loan application procedures will also be covered. (Also available on Friday at 10:00am and Saturday at 1:00pm)
Supported by U.S. Small Business Administration


Getting Ready to Franchise Your Business
10:30 AM - 12:00 PM
Room: 306
Presented by: Marla Rosner, Senior Training Consultant, MSA Worldwide and Theresa Huszka, CFE, Senior 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


Specialty Seminar: Franchising and Diverse Communities: How to Be in Business for Yourself, But Not By Yourself Part 1
10:30 AM - 12:00 PM
Room: 305
Moderated by: Miriam Brewer, CFE, Senior Director, Education and Diversity, IFA Educational Foundation
Panelists: Charles Kinuthia, CEO, One-Stop Tax Services; Edward James, Franchise Sales Manager, 7-Eleven

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

Sponsored by        


State Franchise Regulator's Perspective: Look Before You Leap
10:30 AM - 12:00 PM
Room: 304
Presented by: Shery Christopher, Managing Director, Shery Christopher Consulting

With over 33 years combined experience in the Franchise Industry, Shery will discuss the most important considerations that prospective franchisees should consider before buying a franchise based on her prior session held with state regulators from California, Illinois, Maryland and New York. Among the topics to be discussed: What due diligence should I do before I invest? What is the Franchise Disclosure Document (FDD)? What issues should I be concerned about? How can I investigate whether a franchise is a good idea for me? What franchise laws do–and don’t do–to protect me?
Sponsored by


Structuring and Creating an Item 19 Financial Performance Representations
10:30 AM - 11:30 AM
Room: 311
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


Organization, Laws and Regulations, and Insurance for Your Small Business
10:30 AM - 12:00 PM
Booth 150
Presented by: Rita Leader, Mentor, SCORE Houston

This one hour session will explore the different ways of setting up your business, either as a sole proprietorship, partnership, corporation or LLC and the advantages and disadvantages of each. We will also discuss the rules and regulations for running your business…what do you REALLY need to know. Lastly, we will take the mystique out of business insurance, including workers compensation, fire and liability.
Supported by


How to Successfully Get a Franchise Loan!
12:00 PM - 1:00 PM
Booth 150
Presented by: Charles Capers, Business Financial Advisor, UH Texas Gulf Coast SBDC Network

Preparing the plan including research (i.e. demographics); developing a detailed budget and a forecast with assumptions; connections to lenders or other funding sources; and referrals to franchise attorneys for legal help (review of the Franchise Disclosure Document). (Also available on Friday at 1:00pm and on Saturday at 2:00pm)
Sponsored by


Avoiding Litigation for the Start-up Franchisor
12:00 PM - 1:00 PM
Room: 310
Presented by: Dave Hood, President, iFranchise Group and Harold Kestenbaum, Partner, Harold L. Kestenbaum, PC

Avoiding litigation as a franchisor is more about good planning than it is about good luck. This session will help the start-up franchisor understand the most common business and legal traps that can lead to avoidable litigation. Discussions will focus on practical advice for avoiding both franchisee litigation and vicarious liability for the acts of your franchisees. Topics will include sales and marketing best practices, regulatory issues and compliance, dispute resolution, franchise relations, and minimizing liability while maintaining quality control.
Sponsored by         


Specialty Seminar: Franchising and Diverse Communities: How to Be in Business for Yourself, But Not By Yourself Part 2
12:30 PM - 2:00 PM
Room: 305
Moderated by: Miriam Brewer, CFE, Senior Director, Education and Diversity, IFA Educational Foundation
Panelists: Dallas Kerley, CFE, Chief Development Officer, Benetrends; LeeVera Smith, Senior Business Advisor, UH Bauer Small Business Development Center

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 opportunities for small business ownership through franchising. At the end of the session, participants will be able to:
       •Understand the role of a franchise coach
       •Learn about financing, resources and technical assistance

Sponsored by        


How To Sell Your First Franchise – The first step to growing your brand
12:30 PM - 1:30 PM
Room: 306
Presented by: Christopher James Conner, President, Franchise Marketing Systems and Tom DuFore, Chief Operating Officer, Franchise Marketing Systems

In this session you will discover the reality of becoming a franchise company and making the first franchise sale. Topics discussed include: ensuring your business is ready for franchising, marketing your franchise, franchise lead generation, sales strategies, the franchise sales process, and setting appropriate expectations. An attendee should expect to walk out of this session with a firm understanding of what franchising their business means and the ways in which to effectively and efficiently get prepared for the first franchise sale.
Sponsored by   


What Do I Need to Know Before Buying a Franchise
12:30 PM - 1:30 PM
Room: 304
Presented by: Jason Power, Esq., CFE, Partner, Shelton & Power, LLC

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. (Also available on Friday at 1:00pm and Saturday at 2:00pm)
Sponsored by


SBDC Services and Success Stories
1:00 PM - 2:00 PM
Booth 150
Presented by: Doug Baumann, Retail Business Advisor, UH Texas Gulf Coast SBDC Network

Are you thinking about starting your own business? Perhaps you’re an established business that is eager to grow. Wherever you are in the life of your business, you can benefit from the exceptional resources available at your local Small Business Development Center. During this session you’ll learn about the advantages of interacting one-on-one with a seasoned business advisor who can help you take your business from start-up through growth to maturity, offering critical advice on obtaining financing, targeting customers, managing cash and more. You’ll hear about the wide variety of training events designed to help you master key business concepts or polish your management skills. You’ll also hear real stories about highly satisfied clients who have achieved profitable results because of their relationship with the SBDC. For 35 years, our mission has been to provide sound business advice and targeted training to entrepreneurs and business owners. We invite you to learn more!
Sponsored by


10 Commandments of Franchise Sales
1:00 PM - 2:30 PM
Room: 312
Presented by: Max Schott, II, Principal, Gray Plant Mooty and Karli Hussey, Associate, Gray Plant Mooty

The legal issues related to selling/awarding franchises should not be a mystery. A franchisor should be able to meet its sales goals with complete confidence that it did so in full compliance with the law. This session will help every franchisor understand the legal aspects of franchise sales with a focus on ten simple and common sense rules to implement as part of your sales compliance program. (Also available on Saturday at 10:00am)
Sponsored by


Key Issues in Developing the Business Terms for your FDD
1:30 PM - 3:00 PM
Room: 310
Presented by: Dave Hood, President, iFranchise Group and Harold Kestenbaum, Partner, Harold L. Kenstenbaum, 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   


Symposium 5: Operations Manuals -- The Foundation to Consistent Execution (separate fee required)
2:00 PM - 4:30 PM
Room: 306
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 Symposium, 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


Specialty Seminar: Why Franchising? How Women Can be Successful in Today’s Franchising Marketplace
2:00 PM - 3:00 PM
Room: 304
Moderated by: Marla Topliff, President, Rosati's Pizza
Panelists: Debra Patrick, CEO, Palmetto Twist; Thai Stoakley, Franchisee, Pillar to Post; Heather Hudson, COO and Co-Founder, 9Round

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


SBA Resources
2:00 PM - 3:00 PM
Room: 313
Moderated by: Mark Winchester, Deputy District Director, U.S. Small Business Administration - Houston
Panelists: Jacqueline Taylor, Associate Region Director, UH Texas Gulf Coast SBCD Network; Shirley Brooks, Director, Houston Women's Business Centers; Raj Mashruwala, Management Counselor, SCORE Houston

The U.S. Small Business Administration (SBA) aids, counsels, and assists Americans as they start, operate, and expand their businesses. Learn more how SBA’s Resource Partners: SBDC, SCORE and WBC can assist with counseling and training; federal procurement/contracting opportunities; and access to capital. (Also available on Friday at 3:00pm and Saturday at 10:00am)
Supported by   U.S. Small Business Administration


Getting Started with Social Media
2:00 PM - 3:00 PM
Booth 150
Presented by: Detra Alton, Marketing Business Advisor, UH Texas Gulf Coast SBDC Network

If you’re wondering what the heck a hashtag is, then this one is for you.  We will teach you how to get started on social media to grow your business. We'll help you decide which platform is right for your business and how to get noticed online.  We will cover key social media terms and phrases to help you get started.  We will also discuss popular social media apps, what they are and how they can help your business gain visibility. You Will Learn: 1. The different social media platforms and their use 2. Common words and phrases used on Facebook, Twitter, LinkedIn and others 3. How to effectively use the words on each platform 4. How to use these platforms to enhance your online presence (Also available on Friday at 3:00pm and Saturday at 10:30am)
Sponsored by


How Much Money Can You Make? Understanding the Key Drivers of Any Franchise Investment
2:30 PM - 3:30 PM
Room: 305
Presented by: Eric Stites, President, Franchise Business Review

In this highly interactive session, we will explore the financial side of investing in any franchise business: understanding the business model, what are the key performance indicators, what the FDD does and does not tell you, developing a realistic business plan, and how to forecast long-term revenues, profits, and return on your investment. You will learn the big questions you must answer before buying a franchise, how to interview franchisors / franchisees, and how to make a SMART franchise investment. (Also available on Saturday at 12:30pm)
Sponsored by  


Frequent Franchise Miles: Getting My Business into Airports and Other Transportation Hubs
3:00 PM - 4:30 PM
Room: 312
Moderated by: Lynne Shelton, Esq., CFE, Partner, Shelton & Power, LLC

The more and more we travel, the more we notice the franchises that are in the airports. Ever wonder how they were chosen? This seminar will discuss how we as franchise attorneys help prepare franchisees and franchisors to get to this point. Joined by our commercial and non-traditional experts on our panel, we will talk about all the aspects from the franchisor and the franchisee that need to be considered for airports, bus and train stations, and the steps necessary to successfully win the location bids.
Sponsored by


Create Your Own Business Plan
3:00 PM - 4:00 PM
Booth 150
Presented by: Don Ball, Senior Consultant, UH Texas Gulf Coast SBDC Network

This Business Plan Training workshop will walk you through the critical elements of a business plan. It will teach you how to create your own customized business model, how to assess the competitive quality of your business model and how to convert worksheet data into a professional business plan that lenders will appreciate and that you can use to help focus and grow your business. The workshop breaks the various elements of the business plan down so it becomes manageable and a real, living document. We will discuss, especially, the importance that research plays in the development of the plan. (Also available on Friday at 10:30am)
Sponsored by


How to Avoid the Top 10 Mistakes New Franchisors Make – Build Your Foundation for Success
3:00 PM - 4:30 PM
Room: 311
Presented by: Kevin Hein, Partner, Faegre Baker Daniels

According to some sources, franchising is as old as the Catholic Church. And yet numerous new franchisors make the same mistakes over and over again. This session will identify the ten most common mistakes, and provide you with solid strategies for avoiding the mistakes or mitigating their effects.
Sponsored by   


Franchising vs. Alternative Growth Strategies
3:30 PM - 5:00 PM
Room: 310
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


Financing Options for Franchising: Your Best Alternatives Today
3:30 PM - 4:30 PM
Room: 304
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


Money Matters: Cash Management and Recordkeeping for Your Small Business
4:00 PM - 5:00 PM
Booth 150
Presented by: Mo Tehrani, Mentor, SCORE Houston

"When you're out of cash, you're out of business" is an old but very true adage. Knowing where your money is, how to keep track of your cash and conserving it while spending wisely are not always easy concepts. Learn the most important aspects of creating and keeping a budget. Discuss the most important financial reports including the Balance Sheet, Income(Profit and Loss)Statement and Cash Flow Analysis. Most importantly, learn to interpret key indicators. Determine which records are necessary to maintain and the reasons for them.
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