Seminars

These sessions reflect the 2020 Conference Program. Check back for updates for the 2021 event.

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

Meet our 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.

Workshop Key

Each Symbol Stands For:

Buying a Franchise
Franchising Your Business
Franchisors Seeking Growth
Small Business Growth and Development
  • Presented by: Althea Harris, U.S. Small Business Administration and Maritza Perez, U.S. Small Business Administration

    Find out how the U.S. Small Business Administration helps entrepreneurs start, grow, and succeed in business. Learn about to make your business ideas a reality, the financing options and the support systems available to you.

  • Presented by: Theresa Huszka, CFE, Senior 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  

  • Presented by: Adam Bergman, IRA Financial

    The ROBS Solution, or the Rollover Business Start-up, is an IRS and ERISA approved structure. It allows you to invest funds from your retirement account into a new business or franchise. You can use funds from a Traditional 401(k) or IRA to purchase a new or existing business or franchise tax-free and penalty-free. The ROBS arrangement typically involves rolling over a prior IRA or 401(k) plan account into a newly established 401(k) plan, which a start-up C Corporation business sponsors. You then invest the rollover funds in the stock of the new C Corporation. If you?re an entrepreneur, you?ll benefit in many ways by using the ROBS retirement option.

  • Presented by: Evan Goldman, Partner, A.Y. Strauss 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.

  • Presented by: Jesus Aveledo, Negocios USA Law Firm and Jose Torres, Negocios USA Law Firm

    HISPANICS AND FRANCHISES: THE FRANCHISE BUSINESS FOR HISPANICS ENTREPRENEURS IS GROWING. INVESTORS INTERESTED IN TAPPING INTO THIS MARKET NEED TO CONSIDER A VARIETY OF COMMERCIAL, LEGAL AND OPERATIONAL VARIABLES TO SUCCESSFULLY LAUNCH AND MANAGE A FRANCHISE BUSINESS VENTURE. COME JOIN A PANEL OF EXPERTS THAT WILL DISCUSS THE INS AND OUTS OF HOW TO NAVIGATE THE PROCESS OF GETTING INTO FRANCHISE MARKET, INCLLUDING BEST PRACTICES, DO?S AND DONTS AND HOW TO AVOID COSTLY MISTAKES.

  • 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

  • Presented by: Theresa Huszka, CFE, Senior Consultant, MSA Worldwide and Andrew Seid, 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

  • 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    

  • Presented by: Edwin J. Vivas, Title Customer Relations Coordinator, USPS and David C. Guiney, Postmaster, USPS

    Use Every Door Direct Mail? (EDDM?) services to promote your small business in your local community. If you're having a sale, opening a new location, or offering coupons, EDDM can help you send postcards, menus, and flyers to the right customers. Using our EDDM Online Tool to map ZIP Code(s)? and neighborhoods?even filter by age, income, or household size1 using U.S. Census data.

  • Moderated by: Johnny Sellyn, Head, Franchiseresales.com

    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.
    Sponsored by

  • Presented by: Alan Greenfield, Shareholder, Greenberg Traurig, LLP and Bret Permesly, Shareholder, Greenberg Traurig, LLP

    Top 10 Issues when expanding to/ from Latin America. Will focus on common issues US franchisors face when expanding into Latin America and Latin American franchisors face when entering the US market

  • 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

  • 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  

  • Presented by: Evan Goldman, Partner, A.Y. Strauss 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.

  • Presented by: Evan Piper, Greater North Miami Beach Chamber of Commerce

    Join Evan Piper, Entrepreneur, Speaker and Author as he takes you on his money mindset journey in this informative presentation. Evan will lay out the premise of money mindset and help you understand where you learned your very own beliefs that created the money mindset you have today. He further shows us how our current journey to success leaves us in a proverbial box that is difficult to escape. Once this is laid out and understood, Evan shares strategies that are equally beneficial to the Entrepreneur as well as the Employee to take action to make changes in their thinking as well as the way they act to start the transformational journey from where they are to moving to an elevated place in their life, career, finances and happiness. This powerful presentation will help everyone start their Money Mindset Journey.

  • Moderated by: Matt Wiggins, VetFran Fellow, International Franchise Association

    The franchise business model has been a pathway to entrepreneurial prosperity for generations of Americans. Learn from a distinguished panel of franchise professionals what the pathway to franchising looks like, and how you can succeed as a franchisee. This panel also features information on industry programs, access to capital, new opportunities for military veterans and best practices for veterans and diverse communities
    Sponsored by

  • Presented by: Michael Einbinder, Esq., Partner, Einbinder & Dunn, LLP and Mackenzie Dimitri, Esq., Litigation Associate, Einbinder & Dunn, LLP

    For the start-up franchisor, growing the system can seem like the primary (or only) goal. However, the strategies used to grow the system and how the franchisor effectuates this growth is often just as important as the growth itself, setting the system up for long-term success. In this session, we will help the start-up franchisor understand what options are available and provide practical advice on issues that can affect the franchisor?s plan for success. The presentation will focus on topics including the pros and cons of selling multi-unit franchises, area development franchises and area representative franchises, considerations for growing the system through mergers and/or acquisitions, insights on developing additional channels of distribution, guidance on how to plan for a capital investment and/or an exit from the system and suggestions on the use of brokers.

  • Presented by: 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

  • Presented by: John P. Hayes, PhD, Titus Franchise Chair, HowToBuyAFranchise.com

    For most people, franchising is the smart way to buy and build a business. A franchisor’s proven operating model gives franchisees a huge head start to creating a thriving and satisfying business. Plus, the franchisor’s established brand and marketing prowess immediately benefit new franchisees. However, how will you know which franchise to buy? Assuming you’re a perfect fit for franchising, you also need to know the type of franchise that will suit you best. Franchises come with many variables including investment costs and operational requirements. Before you spend too much time researching franchises, spend some time examining your strengths and preferences and lining them up with appropriate franchise opportunities. This session includes a free personality analysis as well as recommendations for the type of franchise you should buy!
    Sponsored by

  • Presented by: Matthew Jonas, President, TopFire Media

    Franchise lead generation is essential to successful franchise sales. This seminar will teach you how to improve your franchise marketing efforts by leveraging digital age marketing. Topics will include improving lead generation through public relations, social media publishing, search engine optimization, Pay-Per-Click advertising, website design, and inbound marketing.

  • Presented by: Marisol Cruz, Chief Operating Officer, Business Finance Depot

    The first half of this seminar will explain the key steps to prepare your business for underwriting which is a relatively standard process. The second half of this seminar will outline the variety of financial products including SBA Express & 7(a) loans, Equipment Leases, and Alternative financing which can all be used to capitalize a new franchise business. Each slide will be followed with a Q&A session so participants are clear about the information being presented..
    Sponsored by

  • Presented by: Evan Goldman, Partner, A.Y. Strauss 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.

  • Presented by: Steve Beagelman, CFE, CEO and Founder, SMB Franchise Advisors and Adam Siegelheim, Attorney, Stark & Stark

    This seminar will review the pros and cons of opening another corporate unit versus franchising your brand for your future growth strategy. We will review franchise industry statistics, the key components of franchising, critical success factors of franchised brands and positioning your brand to attract and appeal to prospective franchisees.

  • Moderated by: Janet Harris, CFE, CFE, Director of Recruitment, Dream Vacations

    Not many people realize you can own and operate a successful franchise from the comfort of your own home. A panel of home-based franchise owners from different industries will discuss the ins and outs of owning a home-based franchise, including how to get your name out there, maximize productivity, leverage your franchisor's resources and more.

  • Moderated by: Johnny Sellyn, Head, Franchiseresales.com

    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.
    Sponsored by

  • Moderated by: Andre Kay, CEO & Founder, Sociallybuzz

    Starting or Growing a Franchise Business. This will be a value-packed informational seminar with top experts in the industry that will provide valuable information on how African-American business owners can market and finance a Franchise business.

  • Presented by: Michael Einbinder, Esq., Partner, Einbinder & Dunn, LLP and Mackenzie Dimitri, Esq., Litigation Associate, Einbinder & Dunn, LLP

    The FDD may seem intimidating to read and even more challenging to understand. But it does not have to be. In this presentation, we will summarize the information contained within the FDD, identify potential red flags and give you tips on what to consider when negotiating a deal with the franchisor.