Sunday, February 21, 2027

Full Day Courses | 9:00am – 5:00pm

Fran-Guard

IFA Fran-Guard®: Franchise Sales Management & Compliance Program

Time Member Non-Member CFE Credits
9:00am – 5:00pm (8 hrs) $599 EB / $699 Standard $799 EB / $899 Standard 8 Fran-Guard Core Credits

Compliance isn’t optional, but confusion is. This required, full-day anchor session equips your team to navigate franchise sales management and legal/regulatory compliance with confidence, turning what’s often treated as a checkbox into a genuine competitive advantage. Join the room every growing franchise system needs to be in.

Learning Objectives

  • ✓   Apply core franchise sales compliance principles across the sales lifecycle
  • ✓   Identify FDD and state registration/disclosure obligations
  • ✓   Build internal controls that keep a growing sales team compliant
  • ✓   Recognize red flags before they become legal exposure

Facilitated by: Facilitators TBD.

Leadership & Team Performance

Leading Through Change: Getting Franchisee Buy-In on New Initiatives

Time Member Non-Member CFE Credits
9:00am – 5:00pm (8 hrs) $499 EB / $599 Standard $699 EB / $799 Standard 7 LIVE Credits

Change is the one constant your franchisees can count on. How you lead them through it determines whether they resist or rally. Grounded in FranklinCovey’s proven Change framework, this full-day executive workshop gives you the tools to anticipate resistance, build momentum, and walk out with a real rollout plan for the initiative you’re leading right now.

Learning Objectives

  • ✓   Recognize the predictable functional and emotional stages franchisees move through during change
  • ✓   Diagnose where a franchisee network currently sits in that pattern and why resistance is showing up
  • ✓   Apply the framework to build a rollout and communication plan for a real, current initiative
  • ✓   Equip field leaders to reinforce the message consistently as change moves through the system

Facilitated by: Facilitators TBD.

Half Day Courses | 9:00am – 12:00pm

Financial Literacy & Unit Economics

Unit Economics Benchmarking: What Top Performers Do Differently

Time Member Non-Member CFE Credits
9:00am – 12:00pm (3 hrs) $299 EB / $399 Standard $499 EB / $599 Standard 3 LIVE Credits

How do your units really stack up? This benchmarking session puts real, anonymized system-level data in your hands so you can see exactly where you lead and where you’re leaving profit on the table. Walk away with the specific levers top-quartile performers pull, and a concrete plan to close your own gaps.

Learning Objectives

  • ✓   Benchmark unit-level P&L metrics against category norms
  • ✓   Identify the 3–4 levers with the greatest impact on unit profitability
  • ✓   Translate benchmarking gaps into a concrete improvement plan
  • ✓   Avoid common unit economics reporting distortions

Facilitated by: Facilitators TBD.

Franchise Operations & Growth

Crisis-Proofing Your Brand: Risk, Response & Your Manual Library

Time Member Non-Member CFE Credits
9:00am – 12:00pm (3 hrs) $299 EB / $399 Standard $499 EB / $599 Standard 3 LIVE Credits

Every franchise system will face a crisis. The question is whether your organization, and your documentation, are ready. This interactive session combines two disciplines franchisors often treat separately but that fail together: crisis preparedness and manual currency. Participants will conduct a system-wide risk assessment that surfaces both operational vulnerabilities and documentation gaps, then build a crisis management plan with clear roles, responsibilities, and escalation protocols. The session then turns to the manual library itself, a common blind spot in crisis readiness. Outdated, inconsistent, or legally unreviewed manuals make it difficult to hold franchisees accountable to brand standards, and can introduce serious legal exposure around joint-employment and vicarious-liability risk. Participants will audit their own manual library against a practical checklist and consider the risks and limits of AI-assisted updates. The session closes by tying both threads together: participants will draft a crisis communication plan that maintains stakeholder trust, alongside a parallel protocol for communicating standards updates on an ongoing basis, recognizing that the infrastructure for both is the same.

Learning Objectives

  • ✓   Conduct a system-wide risk assessment that identifies both operational vulnerabilities and documentation gaps.
  • ✓   Build a crisis management plan with defined roles, responsibilities, and escalation protocols.
  • ✓   Audit manual currency, consistency, and legal alignment as a core component of crisis readiness.
  • ✓   Create a crisis communication plan, and a parallel standards-communication protocol, that maintains stakeholder trust before, during, and after a crisis.

Facilitated by: Facilitators TBD.

Franchise Operations & Growth

Operational Excellence 2.0: Process Optimization at Scale

Time Member Non-Member CFE Credits
9:00am – 12:00pm (3 hrs) $299 EB / $399 Standard $499 EB / $599 Standard 3 LIVE Credits

The playbook that got you here won’t scale you further. Building on one of last year’s most in-demand sessions, this workshop shows you how to take process optimization from single-unit fixes to system-wide standardization, so consistency travels with every new unit you open.

Learning Objectives

  • ✓   Identify processes that break down first as a system scales
  • ✓   Build standardized playbooks that travel across units and regions
  • ✓   Design a rollout and training plan for a new process standard
  • ✓   Measure operational consistency across the system

Facilitated by: Facilitators TBD.

Half Day Courses | 1:00pm – 5:00pm

Financial Literacy & Unit Economics

Royalty Structure & Revenue Model Design: Aligning Franchisor and Franchisee Incentives

Time Member Non-Member CFE Credits
1:00pm – 5:00pm (4 hrs) $399 EB / $599 Standard $599 EB / $799 Standard 4 LIVE Credits

Your royalty structure is either fueling growth or quietly working against it. In this hands-on strategy session, you’ll pressure-test your current revenue model against the incentive structures top-performing systems use to keep franchisor and franchisee goals aligned, and leave with a business case ready to bring back to your leadership team.

Learning Objectives

  • ✓   Evaluate current royalty/fee structure against system growth and franchisee profitability goals
  • ✓   Model the tradeoffs between flat, tiered, and performance-based royalty structures
  • ✓   Assess how ancillary revenue streams (rebates, supply chain, technology fees) affect franchisee trust
  • ✓   Build a business case for restructuring a revenue model without destabilizing the system

Facilitated by: Facilitators TBD.

Leadership & Team Performance

Coaching for Performance: A Field Leader’s Playbook

Time Member Non-Member CFE Credits
1:00pm – 5:00pm (4 hrs) $399 EB / $599 Standard $599 EB / $799 Standard 4 LIVE Credits

Great field leaders aren’t born, they’re built, and this session hands you the playbook. Learn a repeatable method for diagnosing performance gaps, delivering feedback that lands, and following through in a way that strengthens the franchisee relationship instead of straining it.

Learning Objectives

  • ✓   Diagnose the root cause of a franchisee performance gap before coaching
  • ✓   Structure a coaching conversation that lands without becoming adversarial
  • ✓   Build a follow-up cadence that sustains improvement
  • ✓   Adapt coaching style to franchisee experience level

Facilitated by: Facilitators TBD.

Franchise Operations & Growth

Multi-Brand, Multi-Unit: Structuring for Sustainable Growth

Time Member Non-Member CFE Credits
1:00pm – 5:00pm (4 hrs) $399 EB / $599 Standard $599 EB / $799 Standard 4 LIVE Credits

Scaling past your original footprint takes more than capital. It takes the right structure. This flagship growth session walks you through the org design, support-model, and capital-planning decisions that separate systems that scale gracefully from those that buckle under their own growth.

Learning Objectives

  • ✓   Identify when a growth strategy requires an org-design change, not just more capital
  • ✓   Structure support functions (training, field, marketing) to scale with unit count
  • ✓   Evaluate multi-brand diversification against core-brand growth
  • ✓   Avoid the most common structural mistakes during rapid expansion

Facilitated by: Facilitators TBD.

Monday, February 22, 2027

International Franchising

Franchising Internationally: Strategies for Expansion

Time Member Non-Member CFE Credits
9:00am – 12:00pm (3 hrs) $299 EB / $399 Standard $499 EB / $599 Standard 3 LIVE Credits

Global growth is the next frontier for ambitious franchise brands, and also where the most expensive mistakes happen. This interactive workshop, built around real-world case studies, prepares you to evaluate your system’s international readiness and navigate the legal, financial, and operational realities of taking your brand across borders.

Learning Objectives

  • ✓   Evaluate the readiness of a franchise system for international growth.
  • ✓   Identify key legal and regulatory considerations in global franchising.
  • ✓   Understand the differences between domestic and international franchising.
  • ✓   Explore basic options for structuring an international franchise relationship.

Facilitated by: Facilitators TBD.

Financial Literacy & Unit Economics

Franchise Valuation Fundamentals: Reading the Numbers Before You Buy, Sell, or Raise Capital

Time Member Non-Member CFE Credits
9:00am – 12:00pm (3 hrs) $299 EB / $399 Standard $499 EB / $599 Standard 3 LIVE Credits

Your numbers tell a story about the health and value of your franchise system, if you know how to read them. This capstone session equips executives with the financial fluency to understand how franchise systems and units are valued, so you can plan capital strategy, evaluate growth investments, and speak with confidence to lenders, investors, and stakeholders.

Learning Objectives

  • ✓   Understand the primary business valuation approaches
  • ✓   Envision possible exit strategies early to create a path to enterprise value
  • ✓   Prioritize the issues today that will impact enterprise value tomorrow
  • ✓   Set up franchisees for transfers that grow systemwide value
  • ✓   Identify which operating metrics most influence valuation
  • ✓   Prepare for financial documentation and other diligence steps that withstand buyer/lender scrutiny
  • ✓   Avoid the most common valuation missteps

Facilitated by: Barbara Nuss, CPA, Founder, Profit Soup & TBD

Leadership & Team Performance

Building Your Leadership Pipeline: Succession Planning from Field to C-Suite

Time Member Non-Member CFE Credits
9:00am – 12:00pm (3 hrs) $299 EB / $399 Standard $499 EB / $599 Standard 3 LIVE Credits

Your next generation of leaders is already in your system. The question is whether you’re developing them fast enough. This capstone session helps you map critical roles, close succession gaps, and build the kind of leadership bench that gives your board real confidence in what comes next.

Learning Objectives

  • ✓   Map critical leadership roles across the system and identify single points of failure
  • ✓   Build a succession framework that spans field leadership through executive roles
  • ✓   Evaluate build-vs-buy tradeoffs for filling key leadership gaps
  • ✓   Design a bench-strength review cadence for ongoing board/executive visibility

Facilitated by: Facilitators TBD.

Franchise Operations & Growth

Franchise Agreement Essentials: Enforcement Without Erosion of Trust

Time Member Non-Member CFE Credits
9:00am – 12:00pm (3 hrs) $299 EB / $399 Standard $499 EB / $599 Standard 3 LIVE Credits

Your franchise agreement is more than a legal document. It’s a business tool, if you know how to use it. This session shows non-legal executives how to monitor compliance, address breaches, and manage renewals and transfers in ways that protect the system without eroding franchisee trust.

Learning Objectives

  • ✓   Recognize the business impact of key franchise agreement provisions
  • ✓   Build a system for monitoring system-wide compliance
  • ✓   Address breaches in a way that preserves the relationship
  • ✓   Manage renewals and transfers without eroding franchisee confidence

Facilitated by: Facilitators TBD.

Leadership & Team Performance

Franchisee Advisory Councils & System Governance: Structuring Leadership Beyond the Org Chart

Time Member Non-Member CFE Credits
9:00am – 12:00pm (3 hrs) $299 EB / $399 Standard $499 EB / $599 Standard 3 LIVE Credits

Franchisee voice can be your greatest asset or your biggest governance headache. The difference is structure. Learn how top systems build advisory councils and feedback loops that surface problems early, earn franchisee trust, and keep strategic decision-making right where it belongs.

Learning Objectives

  • ✓   Design or refresh a Franchisee Advisory Council structure that balances influence with franchisor control
  • ✓   Identify which decisions genuinely benefit from franchisee input vs. which should stay unilateral
  • ✓   Build feedback loops that surface problems before they become system-wide resistance
  • ✓   Avoid the governance pitfalls that turn advisory councils into adversarial bodies

Facilitated by: Facilitators TBD.

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