These sessions reflect the 2017 Conference Program. Check back for updates for the 2018 event.

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 FES 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 Web 2.0: Social Networking + Data in Franchising

Room: 134

Presented by: Lee Plave, Partner, Plave Koch PLC; Paul Segreto, CEO, Franchise Foundry; 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

10:30 AM - 12:00 PM The Basics of Developing a Franchise System

Room: 136

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  

10:30 AM - 11:30 AM Is Your Business Franchisable?

Room: 119

Presented by: Mark Siebert, CEO, iFranchise Group

You believe the time is ripe to expand your operation to multiple locations but don’t know which strategy is best for you. Options include internally-managed expansion or you may consider entering the formal world of franchising. Mark Siebert will explore various expansion strategies, choosing the right growth vehicle, and determine if you should consider franchising. This session will offer decision points to help you decide which expansion strategy may be better suited to your organization, and how to analyze your company’s growth options, including raising equity. Discussions will also include how franchising works, advantages and disadvantages of franchising, franchisability factors, and the timing of the franchise decision. The audience will also learn what defines a franchise, franchising history, and franchising in the U.S.
Sponsored by     

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

Room: 120

Presented by: Robert Stidham, President & Chief Development Officer, Franchise Dynamics

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 - 12:30 PM How to Become a Multi-Unit Franchise Owner

Room: 123

Moderated by: Kirsten Benson, Franchise Financing Advisor, FRANdata

Panelists: Charles Watson, Chief Development Officer, Tropical Smoothie Café, LLC; Frank Wetegrove, San Antonio, TX Franchisee, Camp Bow Wow; Salomon Mishaan, CEO, OXXO Care Cleaners; Rick Howard, Director of Franchise Sales, Massage Envy

Franchisors are seeking prospective franchisees that will become multi-unit ownership. There is a clear need to better understand how multi-unit operations change the way franchisees must operate. This program is designed to help you gain that understanding.
Sponsored by                                               

10:30 AM - 11:30 AM The Advantages of Buying an Existing Franchise

Room: 127

Moderated by: Johnny Sellyn, Head, Franchiseresales.com

Panelists: Keith Dziki, Director of Development, Wireless Zone and Isaac Padilla, Franchise Marketing Manager, US, 7-Eleven Franchising

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 Thursday at 12:30pm)
Sponsored by

10:30 AM - 12:00 PM Finding Your Funding

Booth 753

Presented by: Derenda Fisher, Lender Relations Specialist, U.S. Small Business Administration - Dallas/Fort Worth

Finding adequate funding to successfully operate a small business is essential. Although a business owner may have enough funds open their new business, the owner may lack the funding necessary to keep their doors open. In this workshop, attendees will gain a basic understanding of the key steps to getting their business off the ground and learn about the various financing options available, what banks look for when lending money and what local resources are available to assist them in starting and growing their small business.
Supported by U.S. Small Business Administration

12:00 PM - 1:30 PM SBA Resources to Help Your Franchise

Booth 753

Presented by: Linda Williams, Economic Development Specialist, U.S. Small Business Administration - Dallas/Fort Worth and Terry Toomey, President, Dallas SCORE

The U. S. Small Business Administration helps turn business visions and dreams into reality through a strong network of resource partners that provide mentoring, counseling, technical assistance, and help with understanding the Federal government procurement process just to name a few services provided. This session explains how the SBA and its partners such as SCORE, the Small Business Development Centers, SBA lending partners and our government contracting specialists can help business owners and those individuals who are contemplating starting a business. Don’t miss this opportunity to learn about the many free and low cost services available to you as a business owner through the SBA.
Supported by U.S. Small Business Administration

12:00 PM - 1:30 PM I Wrote My FDD: Now What?

Room: 119

Presented by: Lynne Shelton, Esq., CFE, Partner, Shelton Law & Associates

Congratulations on completing your Franchise Disclosure Document (“FDD”), but unfortunately, that is just the beginning of your franchise legal needs. This seminar, for new or emerging Franchisors, walks you through the next steps, tips and tricks on how to avoid the pitfalls dealing with Registration Renewals, Bettering the System Offering, Key Performance Indicators, Site Selection Criteria, establishing nationwide Distributions systems, and improving your Franchisees profitability.
Sponsored by

12:00 PM - 1:30 PM Training: The DNA of your Franchise System

Room: 120

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

12:00 PM - 1:00 PM 5 Common Myths Around Funding Your Small Business

Room: 131

Presented by: Kimberly Traister, Franchisor Relations Manager, FranFund Inc.

"I can’t use my retirement to fund my business without paying thousands in penalties and taxes." "It’s best to stick with my local bank when looking to obtain an SBA loan." These myths and more will be addressed during our presentation. Don’t let a funding myth prevent you from gaining the capital you need to start your new business on the right foot.
Sponsored by

12:00 PM - 1:00 PM Opportunities for Veterans in Franchising

Room: 127

Moderated by: Eric Stites, Navy Veteran; Chairman, VetFran Committee; and CEO, Franchise Business Review

Panelists: Brian Johnson, Navy Veteran and Houston Franchisee, Honest-1 Auto Care and Bob Morris, Marine Corps Veteran and Franchisee, Expense Reduction Analysts

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

12:30 PM - 5:00 PM How to Franchise Your Business

Room: 136

Presented by: Mark Siebert, CEO, iFranchise Group; Dave Hood, President, iFranchise Group; Robert Stidham, President & Chief Development Officer, Franchise Dynamics; Matthew Jonas, President, TopFire Media

This workshop is ideal for business owners interested in franchising or those simply looking to determine if franchising is a legitimate growth option. It will help business owners understand whether they have a business that is franchisable and how franchising stacks up against alternate growth strategies (such as licensing, dealer models, and joint ventures). Click here for more details.
Sponsored by            Accredited

1:00 PM - 2:30 PM How to Effectively Avoid the Most Common Franchise Disputes that Can Arise in Every Franchise System

Room: 134

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

1:30 PM - 3:00 PM Writing an Effective Business Plan

Booth 753

Presented by: David Goldstein, Mentor, Dallas SCORE

In order to evaluate your business success, acquire money from lending institutions, and inform interested parties about your business it is CRUCIAL to have a business plan. In this workshop you will set up your business goals understand your financial picture, analyze your market and much more. This plan will lead you to a successful future.
Sponsored by

1:30 PM - 3:00 PM The Hispanic Entrepreneur Vision

Room: 127

Moderated by: Jorge Ferraez, Publisher, Latino Leaders

Panelists: Gabriel Leal, Plano, TX Franchisee, Minuteman Press Printing; Gilbert Aranza, Multi-unit Franchisee, Cinnabon and CEO, Star Concessions; Leonardo Spencer, Owner, El Tizoncito

Latino franchisees share their experiences and visions on how to work with the big brands in expanding their reach and business. These people have mastered the art of understanding their local consumer groups and communities and have been able to get the best out of them.
Sponsored by

1:30 PM - 2:30 PM What Do I Need to Know Before Buying a Franchise

Room: 131

Presented by: Jason Power, Esq., CFE, Franchise Attorney, Barber Power Law Group

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 Thursday at 12:30pm and Saturday at 2:00pm)
Sponsored by

2:00 PM - 3:00 PM Structuring and Creating an Item 19 Financial Performance Representations

Room: 120

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

2:30 PM - 4:00 PM Financing Your Business with an SBA Loan

Room: 123

Moderated by: Linda Williams, Economic Development Specialist, U.S. Small Business Administration - Dallas/Fort Worth

Panelists: Jeannie Baldwin, Vice President SBA Lending, Meadows Bank and Derenda Fisher, Lender Relations Specialist, U.S. Small Business Administration - Dallas/Fort Worth

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 Thursday at 10:30am)
Supported by U.S. Small Business Administration

3:00 PM - 4:00 PM Making the Leap: How to Succeed as a Franchisee

Room: 131

Moderated by: Eric Stites, President, Franchise Business Review

Panelists: Gianni Iannelli, Miami, FL Franchisee, OXXO Care Cleaners; Frank Wetegrove, San Antonio, TX Franchisee, Camp Bow Wow; Bob McRae, Shelby Township, MI Franchisee, Boston's Restaurant & Sports Bar; Jackie Pierce, Ft. Worth, TX Franchisee, Big Frog Custom T-Shirts

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                              

3:00 PM - 4:30 PM The SBDC Network and How it Can Help You and Your Business

Booth 753

Presented by: Sergio Bento, Senior Business Advisor, Dallas Metropolitan Small Business Development Center

Come learn about the expertise available to entrepreneurs and aspiring entrepreneurs from one of the largest management assistance programs serving small businesses in the United States. SBDC’s assist start-up and existing businesses to start, expand and remain competitive in the complex market place and ever-changing global economy. This session will provide participants with information on the in-depth management and technical assistance provided by the North Texas SBDC Network throughout the 49 counties in northeast Texas. Our only mission is to accelerate the economy by helping entrepreneurs grow sustainable businesses. There are over 900 Small Business Development Center (SBDC) locations across the country.
Sponsored by

3:00 PM - 4:30 PM Franchise 2.0: Tools for Taking Your Franchise Model to the Next Level

Room: 134

Presented by: Max Schott, II, Principal, Gray Plant Mooty and Kevin Moran, Principal, Gray Plant Mooty

Companies which have been franchising for several years are usually ready for accelerated growth. Successful growth arises out of planning, the refinement and documentation of systems, franchisee involvement and targeted strategies. This seminar will review tools franchisors use to grow domestically and to prepare for international expansion. We will also deal with franchisee advisory councils, referral programs, franchise sales law compliance, standards enforcement and financial performance representations.
Sponsored by  

3:30 PM - 4:30 PM The Hispanic Market - A Business Imperative

Room: 120

Presented by: Michael McAlone, Jr., Vice President Business Development, Univision Communications Inc.

There are many steps in growing your franchise. Come learn why the Hispanic market should be a part of your go to strategy from the onset.
Sponsored by

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Each Symbol Stands For:

Buying a Franchise

Franchising Your Business

Franchisors Seeking Growth

Small Business Growth and Development

          

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