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

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 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.

9:30 AM - 12:30 PM 5 Habits of the Highly Successful Franchise System

Room: 134

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

9:45 AM - 10:00 AM OPENING CEREMONIES / RIBBON CUTTING

Room: Hall A Entrance

Presented by: Yolanda Garcia Olivarez, Regional Administrator, U.S. Small Business Administration - Regional Office and Bradie James, Former Dallas Cowboy and Dallas, TX Multi-unit Franchisee, MOOYAH Burgers • Fries • Shakes

Before entering the show floor, come hear about the state of franchising, the economic climate of starting a new business in the South, and what it's like to be a franchisee.

10:30 AM - 12:00 PM Lock Down Your Logo

Room: 136

Presented by: Lynne Shelton, Esq., CFE, Partner, Shelton Law & Associates and Tasha Richardson, Trademark Assistant, Shelton Law & Associates

Have you started a business and are unsure how to make sure your business name and logo are protected? Do you have an invention and would like to file for a patent? If you have ever had questions about how to trademark your logo, business name, slogans or you would like to gain more knowledge about how to fully protect your Intellectual Property, this session will cover all that you need to know and more. Come join us as we cover: What can be trademarked, the benefits of filing, understanding what will happen if your company name is already in use, etc.
Sponsored by

10:30 AM - 12:00 PM Creating the Best Entity for Your Business

Booth 753

Presented by: James Runzheimer, Attorney, SCORE Fort Worth

This presentation will provide an overview of the entity choices available for the entrepreneur from a legal and tax perspective. Runzheimer will also highlight other key areas vital for the new business owner, including relationships with co-owners of the new business, leasing the business premises, intellectual property basics, employment law, and cybersecurity.
Sponsored by

10:30 AM - 12:00 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: Derenda Fisher, Lender Relations Specialist, U.S. Small Business Administration - Dallas/Fort Worth; Jeannie Baldwin, Vice President SBA Lending, Meadows Bank; Jana Rouble, SBA Business Development Officer, Fidelity Bank; James Stokes, Jr., Executive Director, Alliance Lending Corp.

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 2:30pm)
Supported by U.S. Small Business Administration

10:30 AM - 12:00 PM Franchising and Diverse Communities: How to Be in Business for Yourself, But Not By Yourself Part 1

Room: 127

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

Panelists: Bradie James, Former Dallas Cowboy and Dallas, TX Multi-unit Franchisee, MOOYAH Burgers • Fries • Shakes and Sakimo Randall, Franchise Sales Representative, 7-Eleven Franchising

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

10:30 AM - 12:00 PM Look Before You Leap: State Franchise Regulator's Perspective

Room: 131

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

11:00 AM - 12:00 PM Avoiding Litigation for the Start-up Franchisor

Room: 119

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         

12:00 PM - 1:30 PM Finding Your Funding

Booth 753

Presented by: Derenda Fisher, Lender Relations Specialist, U.S. Small Business Administration - Dallas/Fort Worth and Greg Dunn, Director of Sales and Marketing , Greater Texas Capital Corporation

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 - 1:00 PM How to Generate More Franchise Leads through Website Conversion Optimization

Room: 120

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 - 2:00 PM Key Issues in Developing the Business Terms for your FDD

Room: 119

Presented by: Dave Hood, President, iFranchise Group and Harold Kestenbaum, Partner, Harold L. Kestenbaum, 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   

12:30 PM - 1:30 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 Friday at 1:00pm and Saturday at 2:00pm)
Sponsored by

12:30 PM - 1:30 PM Should I Franchise My Business?

Room: 136

Presented by: Adam Siegelheim, Attorney, Stark & Stark

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

12:30 PM - 1:30 PM The Advantages of Buying an Existing Franchise

Room: 123

Moderated by: Johnny Sellyn, Head, Franchiseresales.com

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

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 at 10:30am)
Sponsored by

12:30 PM - 2:00 PM Franchising and Diverse Communities: How to Be in Business for Yourself, But Not By Yourself Part 2

Room: 127

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

Panelists: 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 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

1:00 PM - 2:30 PM 10 Commandments of Franchise Sales

Room: 134

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

1:30 PM - 3:00 PM How to Avoid the Top 10 Mistakes New Franchisors Make – Build Your Foundation for Success

Room: 120

Presented by: Brian Schnell, 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   

1:30 PM - 3:00 PM Planning the Success of Your Franchise

Booth 753

Presented by: Larry Nelson, Mentor, Dallas SCORE

By attending you will gain a thorough understanding of what's in front of you when you start your franchise. You'll learn why businesses fail and what you have to do to not be one of them. You'll leave knowing all you need to do is "Plan-Organize-Direct and Control" your new business. You will learn about the resources available to help you start a business; find out what key members you need for your team; learn why businesses fail; and understand the basics of creating a plan. Be prepared to ask questions.
Sponsored by

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

Room: 131

Moderated by: Clarissa Bradstock, CEO, Any Lab Test Now

Panelists: Dina Dwyer-Owens, Co-chairwoman of Dwyer Group Board of Directors, The Dwyer Group; Christina Hobbs, Director of Franchise Development, Front Burner Brands; Linda Grady, Coppell, TX Franchisee, Camp Bow Wow

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 - 4:30 PM Operations Manuals: The Foundation to Consistent Execution

Room: 136

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

2:00 PM - 3:00 PM Financing Options for Franchising: Your Best Alternatives Today

Room: 123

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

2:30 PM - 3:30 PM How Much Money Can You Make? Understanding the Key Drivers of Any Franchise Investment

Room: 127

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 1:00pm)
Sponsored by  

2:30 PM - 4:30 PM Getting Ready to Franchise Your Business

Room: 119

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

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

Booth 753

Presented by: Judith Collins, 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 Franchising to Latinos

Room: 134

Moderated by: Jorge Ferraez, Publisher, Latino Leaders

Panelists: Erik Premont, Director of Franchise Sales, Boston's Restaurant & Sports Bar; Isaac Padilla, Franchise Marketing Manager, US, 7-Eleven Franchising; Gustavo Duran, Executive Vice President, Pollo Campero; Alvino Rosales, Franchise Sales Representative, 7-Eleven Franchising

Join us for a panel with expert Franchisors that have succeeded with their Hispanic Marketing strategies and efforts. They have been through the targeted marketing process and possess a thorough understanding of both the industry and how to grow within it.
Sponsored by

3:30 PM - 4:30 PM How to Manage Aggressive Franchise Growth

Room: 120

Presented by: Dave Hood, President, iFranchise Group and Barry Falcon, Senior Strategy Consultant, iFranchise Group

Some franchise companies see rapid expansion as the key to a successful franchise system, but aggressive growth must be properly timed and managed appropriately. This session will discuss the common growth path for emerging franchisors, the various phases of growth, and the pitfalls of aggressive growth for a new franchisor. Franchisor case studies will be presented to illustrate how to successfully implement and manage the expansion of your franchise network. This session will include a discussion of the required elements to support rapid growth for both emerging and established franchise systems, including appropriate pre- and post-sale processes, organizational structures, training and support programs, and other important factors.
Sponsored by

3:30 PM - 4:30 PM The Franchisor-Franchisee Relationship: Striking the Perfect Balance

Room: 131

Moderated by: Laura Michaels, Managing Editor, Franchise Times

Panelists: Eric Taylor, President, Boston's Restaurant & Sports Bar; Bob McRae, Shelby Township, MI Franchisee, Boston's Restaurant & Sports Bar; Lane Fisher, Esquire, Fisher Zucker LLC; Renuka Salinger, Vice President of Franchise Development, Camp Bow Wow; Linda Grady, Coppell, TX Franchisee, Camp Bow Wow

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.
Sponsored by            

3:30 PM - 4:30 PM Introduction to SBA Programs, Services & Resources

Room: 123

Moderated by: Ahmad Goree, Lead Economic Development Specialist, U.S. Small Business Administration - Dallas/Fort Worth

Panelists: Linda Williams, Economic Development Specialist, U.S. Small Business Administration - Dallas/Fort Worth; Myron Pullum, Chairperson, SCORE Fort Worth; Judith Collins, Business Advisor, Dallas Metropolitan Small Business Development Center; Greg Dunn, Director of Sales and Marketing , Greater Texas Capital Corporation

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. A Lending Expert will discuss financing options for franchising. (Also available on Saturday at 10:30am)
Supported by   U.S. Small Business Administration

REQUEST ATTENDEE INFO Conference Overview

Each Symbol Stands For:

Buying a Franchise

Franchising Your Business

Franchisors Seeking Growth

Small Business Growth and Development

Privacy Policy

Franchise Expo South. Produced and Managed by H.A. Bruno, LLC dba MFV Expositions 210 Rt. 4 East, Suite 204, Paramus, NJ 07652. Tel: (201) 226-1130