These sessions reflect the 2018 Conference Program. Check back for updates for the 2019 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 to the right will help you understand the meaning of the symbols listed with each seminar description.

10:30 AM - 11:30 AM Avoiding Litigation for the Start-up Franchisor

Room: 119

Presented by: Michael Svancarek, Senior Advisor, 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   

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

Booth 753

Presented by: James Runzheimer, Attorney at Law, 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: Jeannie Baldwin, Vice President SBA Lending, Meadows Bank; Jana Rouble, SBA Business Development Officer, Acclivity Financial; James Stokes, Jr., Executive Director, Alliance Lending Corp.; 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 Friday at 2:30pm )
Supported by   U.S. Small Business Administration

10:30 AM - 11:30 AM Closing more (and better!) franchise sales!!

Room: 127

Presented by: Robert Stidham, Chief Executive Officer, Franchise Dynamics and Charles Dobyns, CFE, President & Chief Development Officer, 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

11:00 AM - 12:30 PM How to Leverage Technology in a Franchise System

Room: 134

Presented by: Peter Maxwell Sessions, Founder and CEO, FewerHats

Technology has experienced such rapid growth over the last 10 years that it has become difficult for a business to navigate the congested marketplace of software and digital services. A significant investment of time is required to properly research, select, and implement new technology. It has become extremely common in the franchise industry for software to become more of a distraction than an asset. By utilizing tips and tricks, a Franchise system can properly leverage technology to streamline their operational efficiency and accelerate their growth.
Sponsored by

11:00 AM - 12:30 PM THIS SESSION HAS BEEN CANCELLED Look Before You Leap: State Franchise Regulator's Perspective

Room: 130

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

With over 33 years 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 - 1:00 PM Getting Ready to Franchise Your Business

Room: 136

Presented by: Theresa Huszka, CFE, Senior Consultant, 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

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

Room: 127

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

Panelists: Dallas Kerley, CFE, President and COO, Benetrends, Inc.; Edward James, Franchise Sales Manager, 7-Eleven Franchising; Robert Depriest, Frisco, TX Multi-unit Franchisee, 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
•Understand the role of a franchise coach
•Learn about financing, resources and technical assistance

Sponsored by

12:00 PM - 1:30 PM Key Issues in Developing the Business Terms for your FDD

Room: 119

Presented by: Michael Svancarek, Senior Advisor, 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   

12:00 PM - 1:00 PM U.S. Small Business Administration Programs and Services

Booth 753

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

This workshop will discuss SBA’s programs and services that are available to help individuals start and grow a small business. It will cover SBA’s three C’s and D; Capital, Counseling, Contracting and Disaster programs.
Supported by U.S. Small Business Administration

1:00 PM - 2:30 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

1:00 PM - 2:00 PM Alternative Financing Options: What Every Business Owner Should Know

Room: 123

Presented by: Michael Coen, President, Gold Eagle Financial Group

Banks aren’t the only resource for small business owners, but where else can businesses find funding? Entrepreneur Michael Coen shares some of the non-traditional options he’s learned in over 40 years in the financial industry.
Sponsored by

1:00 PM - 2:00 PM The Franchisor-Franchisee Relationship: Striking the Perfect Balance

Room: 130

Moderated by: Laura Michaels, Managing Editor, Franchise Times

Panelists: Lane Fisher, Esquire, Fisher Zucker LLC; Renuka Salinger, Vice President of Franchise Development, Camp Bow Wow; Linda Grady, Coppell, TX Franchisee, Camp Bow Wow; Ron Bender, CFE, Vice President, Franchise Development, Big Frog Custom T-Shirts; Jackie Pierce, Ft. Worth, TX Franchisee, Big Frog Custom T-Shirts

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         

1:00 PM - 2:00 PM Structuring and Creating an Item 19 Financial Performance Representations

Room: 134

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

1:00 PM - 2:00 PM Is Your Business Franchisable?

Room: 120

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     

1:30 PM - 4:00 PM Workshop 4: Operations Manuals: The Foundation to Consistent Execution

Room: 136

Presented by: Marla Rosner, Senior Learning and Development Consultant, MSA Worldwide

Documentation of your business’ processes and procedures is the foundation to consistent execution of your franchise concept. In this workshop, 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 - 3:30 PM Lock Down Your Logo

Room: 119

Presented by: Lynne Shelton, Esq., CFE, Partner, 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

2:30 PM - 3:30 PM The Advantages of Buying an Existing Franchise

Room: 123

Moderated by: Johnny Sellyn, Head, Franchiseresales.com

Panelists: Keith Dziki, Director of Franchise 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 3:00pm and Saturday at 2:30pm)
Sponsored by

2:30 PM - 3:30 PM How to Generate More Franchise Leads through Website Conversion Optimization

Room: 134

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

2:30 PM - 4:00 PM Finding Your Funding

Booth 753

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

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  

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Each Symbol Stands For:

Buying a Franchise

Franchising Your Business

Franchisors Seeking Growth

Small Business Growth and Development

Supported by:

U.S. Small Business Administration

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