SAVE THE DATE: February 24 - 27, 2019 // Mandalay Bay // Las Vegas, NV


THE PREMIER EVENT FOR FRANCHISE PROFESSIONALS 

Thank you to those who joined us this year in Phoenix. IFA’s mission for our 2018 Convention was to deliver real-world positive messages through high-quality content that will propel franchising forward and further unify our great community. The 2018 Convention provided attendees with new, exciting and inspirational sessions and events, including unique and new General Session presentation formats, as well as top-tier, must-see industry and business leaders.

Missed IFA this year? See below for the programming that 2018 attendees were able to experience, and mark your calendar for 2019!

Are you interested in purchasing audio recordings of nearly 40 IFA 2018 Annual Convention educational sessions? Check out and purchase the available sessions and packages here!

What You'll Experience:

  • Dynamic keynote speakers
  • 50+ educational sessions
  • Exhibit hall with 350+ supplier partners

SPONSORS

FEATURED SPEAKERS

Rohan Oza

Co-Founder, CAVU Venture Partners, Hollywood’s Brandfather; Former CMO, Coca-Cola; Former CMO, Glacéau; Guest Shark on “Shark Tank”


DAYMOND JOHN

"Shark Tank" star and Entrepreneur


Music Paradigm

led by Maestro Roger Nierenberg


Stephen M. R. Covey

Franklin Covey


Walter Bond

Walter Bond Seminars Inc.


Rory Vaden

Southwestern Consulting


Joe Hart

CEO, Dale Carnegie & Associates, Inc.


Dustin Hansen

CEO, InXpress Americas


Colette Hittinger

Senior Global Manager, Operations & Training, Ben & Jerry's


Shelly Sun, CFE

Founder & CEO, BrightStar Franchising; IFA Chair & 2018 Convention Chair


SCHEDULE

7:30 am – 10:00 amICFE Registration Desk Open

9:00 am – 5:00 pm

4 Concurrent ICFE Special Sessions*

For more information on the ICFE sessions being offered on Friday, please click here!

11:00 am – 4:00 pmFranchising Gives Back*

 

*Separate registration and/or fee applies.

 

7:00 am – 7:30 pmRegistration Open

7:30 am – 9:00 amFinance Committee Meeting

8:00 am – 5:00 pmInternational Lounge

8:00 am – 5:00 pmFranchisee Hospitality Lounge

8:00 am – 9:30 amFranchisor Forum Meeting

8:00 am – 10:00 amDiversity Institute Advisory Board Meeting

8:00 am – 10:00 amMarketing & Innovation Committee Meeting

8:00 am – 10:00 amMembership Committee Meeting

8:00 am – 10:00 amVetFran Committee Meeting

8:30 am – 10:30 amWomen's Franchise Committee Meeting

8:30 am – 4:30 pmNextGen Orientation & Accelerator Session

(for winners & advisors)

9:00 am – 5:00 pm

3 Concurrent ICFE Special Sessions*

For more information on the ICFE sessions being offered on Saturday, please click here!

9:30 am – 11:30 amIFA Executive Committee Meeting

10:00 am – 12:00 pmFranchise Relations Committee Meeting

10:00 am – 12:00 pmFranchising in the Social Sector Task Force Meeting

10:00 am – 4:30 pmNextGen Scholarship Recipient's Meeting

11:30 am – 12:45 pmPast Chairmen's Council Meeting

11:30 am – 5:45 pm

Annual Leadership Conference*

Leadership: The Formula for Success

This year’s Annual Leadership Conference will feature a keynote presentation from Don Fox, CEO of Firehouse Subs sharing his formula for success and what franchisors and franchisees need to do to be successful. We’ll also hear from our “Brass Tacks Council”, a panel discussion made up of experienced senior-level franchise executives sharing insights, tools and best practices in leadership and business development. The panel will be moderator by the Women’s Franchise Committee Vice Chair, Marisa Faunce, Partner, Plave Koch and include Susan Boresow, CFE, President, TITLE Boxing and Christina Russell, CFE, President, Camp Bow Wow. Prior to closing out the day with a networking reception we’ll discuss a real-world case study of an actual franchise system (the system in question will remain a mystery until the end of the event!). Drawing on the content of the day, groups will be charged with arriving at solutions to address the challenge presented. Conclusions will be shared and the mystery case study will be revealed at the end.

The Annual Leadership Conference is open to all fully-registered Convention attendees for an additional $125 per person. Lunch, presentations and reception are all included in the registration fee.

1:00 pm – 5:00 pmIFA Board of Directors' Meeting

3:00 pm – 4:00 pmSupplier Forum Orientation

4:15 pm – 5:15 pmNew Member & First-Time Attendee Workshop

5:00 pm – 6:00 pmNextGen Reception

(by invitation only)

5:15 pm – 6:15 pmNew Member & First-Time Attendee Reception

6:30 pm – 8:00 pmThe Buzz

 

*Separate registration and/or fee applies.

 

7:00 am – 7:00 pmRegistration Open

7:0 am – 8:30 am

Prayer Breakfast*

An Attitude of Excellence

A non-denominational event, the Prayer Breakfast is a great way to start the day with music, reflection, inspirational speakers and food for both body and mind. Jump start the day of concurrent educational sessions, networking engagements and high-powered business meetings with a bit of reflection. The Prayer Breakfast is offered on a complimentary basis to the first 400 fully-registered convention attendees on a first-come, first-served basis (advance registration is requested).

Guest Speaker: Jim Amos, Past Chairman, International Franchise Association

7:00 am – 8:00 amSupplier Forum Advisory Board & Membership Meeting

8:00 am – 5:00 pmInternational Lounge

8:00 am – 5:00 pmFranchisee Hospitality Lounge

8:30 am – 10:00 am

Specialty Seminars

How Social Franchises are Addressing Complex Problems in the Developing World

Developed by the Social Sector Task Force

This interactive panel and audience discussion will examine commercial franchise approaches to complex issues in the developing world. The issues faced by OSU’s Global Water Institute in reestablishing well water, local delivery and seasonality issues in Tanzania are unique and difficult. Franchising instead of classic NGO models was chosen because of the promise of consistent quality and sustainability. The structure of the GWI franchise offering and approach will be examined. In this session, the audience, based on their experience in commercial franchising will be challenged to look at the issues GWI is facing and recommend changes to their adopted strategy.

Moderator: Michael Seid, CFE, Managing Director, MSA Worldwide and Chair, IFA Social Sector Task Force
Speaker: Marty Kress, Executive Director, The Ohio State University Global Water Institute; Mark Vanase, Director, Field Operations, ServiceMaster Company

Jump Start Your Franchise Development – Developing a Winning Strategy with Diversity & Inclusion

Developed by the Diversity Institute Advisory Board

This specialty workshop will explore the state of diversity in franchising and provide an overview of the changing demographics in the United States. If you are looking to grow your brand, expand your customer base and increase earnings potential, this is the session for you. Panelists will include a representative from a leading national organization, a successful diverse franchisee and a franchise system which has implemented a great strategy for finding and attracting diverse candidates.

Moderator: Earsa Jackson, CFE, Partner, Strasburger & Price, LLP
Speakers: Dawn Chase, Manager, Diversity and Inclusion, NAACP, Dunkin'Brands, Inc.; John “JD” Draper, CFE, CEO, Viridian Group, LLC; Larry Hughes, VP, Franchise Systems, 7-Eleven, Inc.

How to Recruit Veterans to Grow Your Brand with New Successful Leaders and Franchisees

Developed by the VetFran Committee

We are all looking for strong leaders to help us grow our brands, respectively. Great brands begin and grow with great people. This is a new and emerging source for leaders that is often overlooked! Whether it be in senior management, operations, technology or other areas of responsibility, this panel spotlights several examples of brands who have recruited and gained great leaders as employees from the veteran ranks-----and the specific process, actions taken to achieve their results. Hear about key tools, programs and resources to help you find more of the right leaders for your brand---along with a refresher on new tools to help you tap into the growing number of military veterans looking for the right franchise opportunity!

Moderator: Jeff Bevis, CFE, Co-Founder & CEO, FirstLight HomeCare
Speakers: Chris Adkins, CFE, VP, Franchise Development, The UPS Store®; Art Coley, Jr., CFE CDO, InXpress; Reed Nyffeler, CEO, Signal 88, LLC

8:30 am – 11:30 am

Summits

27th Annual Elements of Successful Franchising

(This summit is relevant to all systems sizes.)

  • What are the trends franchisors will be facing?
  • Regulatory update: the latest on employment and other regulatory challenges impacting franchisees, franchisors and the franchise relationship.
  • Maintaining a solid franchisor/franchisee relationship in good times and in bad.
  • International growth amid political uncertainty.
  • Continuing challenges facing franchisors and franchisees.

Speakers: Liam Brown, President, Franchising, Owner Services and MxM Select Brands, North America, Marriott International; Richard Greenstein, CFE, Partner & Chairman, Franchise and Distribution Practice, DLA Piper LLP (US); Tom Kaiser, Associate Editor, Franchise Times Corp.; Rick Morey, CFE, Partner, DLA Piper LLP (US)

Digital Marketing & Technology Summit

(This summit is relevant to all systems sizes.)
Developed by the Marketing and Innovation Committee

High Tech, High Touch Marketing: Learn to Leverage Big Data to Create Emotional Connections that Strengthen Consumer Trust, Drive Store Growth and Enhance Franchisee Profitability.

Take a deep dive at the Digital Marketing & Technology Summit with Pearle Vision’s Chief Marketing Officer Doug Zarkin. The keynote address will showcase how Doug rebuilt Pearle Vision’s antiquated marketing approach and restored the brand’s image with an award winning high-tech and high-touch marketing platform that is driving consumer trust, igniting organic brand engagement and attracting new franchisee interest while driving overall profitability. Learn how franchise brands can win at both the national and local levels.

Keynote Speaker: Doug Zarkin, Vice President & Chief Marketing Officer, Pearle Vision

Financial Summit

Part I: Financing Strategies for Emerging Brands

(This session is most relevant to systems with 0 - 100 units.)

This interactive session will address the specific needs and challenges of emerging franchise brands in helping their franchisees access efficient financing. The first 30 minutes will feature a diverse set of panelists discussing the state of franchise financing and the final hour will dive into a curated workshop focused on your brand's data.

Areas of discussion will include:

  • Key metrics lenders focus on.
  • What your FDD says about your brand.
  • How to prepare franchisees for multi-unit growth.

Moderator: Ron Feldman, CFE, CDO, ApplePie Capital, Inc.
Speakers: Renuka Salinger, VP, Franchise Development, Camp Bow Wow; Mara Fortin, Owner, Nothing Bundt Cakes, San Diego, CA; Dave Jackson, Director, SBA Lending, Fifth Third Bank

Part II: Financing Strategies for Growth Brands

(This session is most relevant to systems with 101+ units.)

This interactive session will focus on how established brands who are in high-growth mode can optimize their lending relationships and directly address the financing challenges of their multi-unit franchisees. We will review the state of franchise financing with a diverse set of panelists in the first 30 minutes, and the final hour will dive into Liquidity Challenges in growing franchisees.

  • Financial Statement Presentation
  • Dedicated Lender Relationships

Moderator: Randy Jones, Partner, ApplePie Capital, Inc.
Speakers: Madison Jobe, CDO, Wingstop Restaurants; Lex Lane Franchisee, Wingstop Restaurants; Johnny Weber, Area Developer, Sport Clips, Inc.; Greg Vojnovic, CFE, CDO, Arby's Restaurant Group, Inc.

Franchise Development/Sales Summit

Part 1: Lead Generation – What’s Working/Cutting Through the Noise

(This session is relevant to all system sizes.)

Today’s crowded marketplace presents challenges in attracting franchise candidates and driving them to your franchise opportunity website. To increase the flow of qualified leads, franchisors have to be more creative in their marketing and sales approach, utilizing a variety of digital advertising, social media strategies, content marketing, text messaging and grassroots campaigns. Is LinkedIn still the most effective social media platform for franchise sales, or are new, targeted approaches on Facebook generating more qualified leads? In this interactive session, attendees will first hear from a panel of three leading franchisors that are using innovative franchise sales and marketing techniques resulting in higher closing effectiveness. Following the panel, attendees will break out into roundtables to share key takeaways and discuss how to apply the winning sales strategies to their own franchise system.

Moderator: Brad Fishman, CFE, CEO, Fishman PR
Speakers: Michael Haith, CEO, Teriyaki Madness; Scott Mortier, EVP, Business Development, Dental Fix RX; Nick Neonakis, CEO, The Franchise Consulting Company, Inc.

Part 2: Preparing for Millennial Franchisees – Altering Your Sales Program to be Flexible in Attracting This Large Pool of Prospects

(This session is relevant to all system sizes.)

No longer is franchise ownership reserved for a small demographic of high-net-worth individuals or executives from corporate America. Growing up in a post-recession era, millennials are wary of traditional corporate jobs and more interested in alternatives like franchising. Despite media-fed negative stereotypes, franchisors are finding millennials to be among their most energetic and high-performing franchisees. So how do franchisors attract these industrious, adaptable and passionate young prospects? In this interactive session, attendees will hear not only from franchisors who have successfully attracted millennials into their system, but also from millennial franchisees themselves. Next, attendees will break out into roundtables to examine their learnings and share best practices to take back to their systems.

Moderator: Debra Vilchis, COO, Fishman PR
Speakers: Devan Kline, President & CEO, Burn Boot Camp; Jennifer Lemcke, COO, Weed Man USA; Frank Milner, CFE, President, Tutor Doctor Systems, Inc.

Part 3: Not All Franchise Candidates Are Created Equal – Evaluating and Accepting Only the Best Candidates into Your System

(This session is most relevant to systems with 0 – 100 units.)

Eager to grow, the most common mistake emerging franchise brands can make is lack of selectivity in franchise recruitment. But recruiting the wrong franchisees can cause irreparable damage, including financial loss, time, resources and worst of all, damaging your reputation. In this eye-opening session, hear from franchisors who learned the selectivity lesson the hard way, as well as from those who are doing it right with stringent and innovative screening methods. Following the dynamic panel, attendees will join their peers in roundtable discussions to evaluate key takeaways from the panel, and how they can begin to employ more robust screening in their own systems to weed out potential risky candidates and increase the likelihood of recruiting high performers.

Moderator: Adam Robinson, Co-Founder & CEO, Hireology, Inc.
Speakers: Brian Miller, CFE, COO, Patrice & Associates Franchising Inc.; Ashley Morris, CEO, Capriotti’s Sandwich Shop, Inc.; Bryon Stephens, President & CDO, Marco’s Pizza

Franchise Relations Summit

(This summit is relevant to all system sizes.)
Developed by the Franchise Relations Committee, the Franchisee Forum and the Franchisor Forum

Maintaining Relevant Support Throughout the Franchisee Journey

It is well known that the needs of franchisees evolve as they move through their franchising journey from idealistic rookies to seasoned veterans. Healthy franchise relations depend on franchisors understanding how to provide relevant, responsive support to franchisees at the different stages of this journey, and for franchisees to also understand how to constructively engage with their franchisor as their confidence and experience grows. This year’s Franchise Relations Summit will bring the franchisee journey to life, using a high energy, interactive format where franchisors, franchisees and advisors will learn:

  • How to identify the six stages of the franchisee journey - Investigation, Initiation, Perspiration, Consolidation, Maturation and Reformation.
  • The unique needs of franchisees at each stage and the importance of maintaining relevant support.
  • Proven strategies, tips and best practices on how different franchisor departments can best support franchisees at each stage.
  • Research insights on how the franchisee journey is evolving in the North American franchising sector and the implications for creating engaged franchisees and healthy franchise relations.
  • How to harness the experience of longer tenure franchisees, and how to help mature franchisees stay green and growing.

Not only will you hear from leading franchisor executives, experts and franchisees in short, sharp panels and case studies, you will also have the opportunity to share YOUR experience with other participants on what franchisee support works best through facilitated small group discussions. Expect to leave this year’s Franchise Relations Summit enthused and inspired with lots of practical, fresh ideas.

Moderators: Greg Nathan, CFE, Founder, Franchise Relationships Institute; Jim Squire, CFE, Executive Vice President & CDO, Firestorm
Speakers: Tom Baber, Franchise Owner, Money Mailer of Mercer, Somerset County & Owner, IHOP; Charlie Chase, President & CEO, FirstService Brands; Mitch Cohen, Franchisee, Jersey Mike's Subs of East Meadow, NY; Don Fertman, CDO, Subway Restaurants; Margaret Haynes, CFE, COO, Right At Home, Inc.; Dave McDougall, President & CEO, Back Yard Burgers, Inc.; Barry Miller, President, Sylvan Learning Center of Girard, OH; John O’Brien, CEO & Founder, Poolwerx; Todd Recknagel, CFE, Chairman, National Envy Development, LLC; Chuck Stempler, President & CEO, AlphaGraphics of Seattle, WA; Eric Stites, CFE, CEO, Franchise Business Review; Stacy Swift, Franchisee, FranNet Mountain West

International Summit - Track 1

(For companies considering or new to international franchising with 26+ units.)
Developed by the International Committee

Part 1: Preparing to Go International

Know Before You Go: Practical Considerations in International Franchising

  • Assessing your company’s readiness to go International
  • Steps to take before going international
  • Determining the ideal structure for the franchise offering
  • Understanding the legal and regulatory landscape
  • Best practices for franchisee selection
  • Operational issues in franchising abroad
  • Exit strategies

Moderator: Karen Satterlee, CFE, Vice President & Senior Counsel, Hilton Worldwide
Speakers: Alex Bingham, COO & Senior Vice President, The Little Gym International, Inc.; Susan Grueneberg, Partner, Snell & Wilmer, LLP; Larry Oberly, CFE, President & CEO, SpeedPro Imaging

Part 2: International Market Selection & Analysis

Experienced practitioners will share practical and case study based ways to choose the international markets that will yield the highest ROI for your franchise.

Moderator: David Humphrey, CEO, ECP-PF Holdings Group, Inc.
Speakers: Kay Ainsley, CFE, Managing Director, MSA Worldwide; Perry Maisonneuve, Principal, Northern Lights Franchise Consultants Corp; Rogelio Martinez, President, Fast Cloud Consulting

International Summit - Track 2

(For companies already engaged in international franchising with 101+ units.)
Developed by the International Committee

Part 1: Structural Considerations for Supporting International

This session will explore organizational requirements needed to properly grow, support and expand an international franchise network.

Moderator: Ned Lyerly, CFE, President - International, CKE Restaurants Holdings, Inc.
Speakers: Libby Junker, VP, International Support, Anytime Fitness LLC; Larry Kruguer, President, International, Wingstop Restaurants

Part 2: International Market Valuation: How to Determine Franchise Fees

  • The different methods of market valuation.
  • How to find and use market data.
  • Calculating cost recovery.
  • Setting initial fees and royalties.

Moderator: Edward Levitt, CFE, Partner, Dickinson Wright LLP
Speakers: Fernando Lopez de Castilla, Founding Partner, Grupo Nexo Franquicia; Farah Rose, Director, International Franchising, The International Franchising Centre; Kurt Ullman, CFE, VP, International, Massage Envy Franchising, LLC

Joint Employer Issues Summit

(This summit is relevant to all system sizes.)

Part 1: Is Joint Employer Finished?

Much has changed about joint employment liability during the first year of the Trump Era in the state, national and international arenas. Come learn the latest about how joint employment liability is changing, for the better and worse for franchising, and how the IFA is fighting back against the policy in state capitals, in Washington, DC and around the globe.

Moderator: Michael Layman, VP, Federal Government Relations, International Franchise Association
Speakers: Jeff Hanscom, VP, State Government Relations, International Franchise Association; Michael Lotito, Co-Chair Littler's Workplace Policy Institute & Shareholder Littler Mendelson

Part 2: What Specifically Do Franchise Businesses Need to Do About Joint Employer in 2018?

If you still have joint employer questions after part 1, you will receive specific compliance answers in part 2. This panel will focus on precisely how franchise businesses are coping with joint employer concerns in the extremely volatile and uncertain business environment in 2018. Whether you are a franchisor, franchisee or supplier, this session is for you.

Moderator: Michael Layman, VP, Federal Government Relations, International Franchise Association
Speakers: Joyce Mazero, Partner, Co-Chair Global Supply Network Industry Team, Gardere Wynne Sewell LLP; Daniel Mormino, CFE, Senior Vice President, INFINITI HR; Jeff Tews, Multi-Unit Franchisee, BrightStar Care of Madison, WI; Alexander Tuneski, CFE, Of Counsel, DLA Piper LLP (US)

Operations Summit

Scaling for Success

The core of every franchise system is great operations. But what does it take to support those operations and support your franchisees as you grow? In this summit, follow the growth of a sample brand from zero to 300 units using the building blocks for a scalable system. Expert peers will share their most effective tools, methods and technology solutions and report on the results. Small groups will tackle individual needs while the peers, serving as mentors and guides, will share their experiences and guidance. Each attendee will receive a “toolkit” to take back and implement.

Summit Moderators: Mary Ann O’Connell, CFE, President, FranWise; Marcia Mead, VP, Franchise Recruitment, Outdoor Living Brands, Inc.

Part 1: Learn How to Hire and Retain Great Talent – from the Beginning

(This part is most relevant to systems with 0 – 100 units.)

  • When do you add to your corporate team?
  • What roles are filled first?
  • What attracts top talent to a new brand?
  • How do you retain the best?

Speakers: Clarissa Bradstock, CEO, Any Test Franchising, Inc.; David Lewis, VP, Franchising, Express Services, Inc.; Ash Robinson, CEO, FIT4MOM

Part 2: As the System Grows, so Must Its Training Program

(This part is most relevant to systems with 0 – 250 units.)

Emerging brands will learn:

  • How to evaluate your brand’s training needs.
  • What makes a great trainer?
  • Field, classroom and group training – use the right format.
  • The tools and technology that let you scale faster without losing effectiveness.

Speakers: Sandy Craven, Director, Training, Sport Clips, Inc.; Cordell Riley, CFE, President, Tortal Training

Part 3: Even the Most Established Brand Needs to Review Operational Support to Keep Its Edge

(This part is most relevant to systems with 250+ units.)

  • What are the tools, protocols and resources that are most effective?
  • How to have support keep pace with the growing sophistication of the franchisees.
  • How to add, change and discontinue support functions with minimal disruption.

Speakers: Marianne Murphy, CFE, VP, Brand Experience, NFDP, Floor Coverings International; Norm Willardson, CFE, Senior Director, Operations, Great Clips, Inc.

8:30 am – 11:30 am

NextGen Competition

Please join us as NextGen in Franchising Global Competition winners present their business concepts and plans to a panel of seasoned CEOs and executives for a chance to be selected as one of three Grand Prize finalists. The three Grand Prize finalists will go on to the NextGen Competition final round during the Closing General Session on Tuesday.

The NextGen in Franchising Global Competition engages young entrepreneurs who are seeking careers and business opportunities in the franchising industry. By providing individuals from around the world with networking opportunities, constructive feedback and a closer look into key components of the franchise process, NextGen is helping entrepreneurial dreams come true.

10:00 am – 11:30 am

Mini Super Sessions

Franchising at the Speed of Trust: Tools to Leverage and Operationalize the One Thing that Changes Everything

Guest Speaker: Stephen M.R. Covey, Franklin Covey

A successful franchisor/franchisee relationship is based on the credibility of a system and a brand, and is characterized by a long-term relationship of high-trust.

Back by popular demand, this all-new interactive and engaging presentation led by Stephen M.R. Covey, the world’s leading authority on trust in business, will highlight 3 “Big Ideas” on trust and franchising. It will reveal how low-trust, “counterfeit” behavior can undermine performance and can be at the root of many organizational and franchise challenges. Attendees will also learn and understand what natural strengths they have which have allowed them to build high-trust relationships in the past, as well as specific, actionable areas they can focus on to move the needle on their ability to create and maintain trust.

3 Big Ideas:

  1. Trust is a hard-edged, economic driver.
  2. Trust is the most effective form of currency in high performing, high value franchise relationships.
  3. Trust is a skill—this is something you can do something about, now.

 

Procrastinate on Purpose: The 5 Permissions You Need to Say No

Guest Speaker: Rory Vaden, Southwestern Consulting

Is Your Workload Overwhelming?

  • If you are required again and again to do more with less…
  • If you feel like the faster you work, the further you and your team fall behind…
  • If you’ve noticed that it’s impossible to stay caught up but competitors are not backing down….
  • If you have great ideas that you never have time to implement and execute…
  • If you’re working harder than ever before, but you still have dozens of unanswered emails…

These challenges face even the most experienced executives, entrepreneurs, managers and top producers who have a track record of success but are battling just to stay afloat on performance. Best-selling author, Rory Vaden, and Southwestern Consulting have conducted research on Priority DilutionTM – often misunderstood, the root cause has nothing to do with efficiency, and everything to do with how leaders define and act on priorities. The challenge is that few organizations and leaders have an executable strategy for how to focus on what is “right” – especially when they’re working frantically just to keep up with the day-to-day. During Rory’s cutting-edge program, you will:

  • Rethink your calendar.
  • Get control of all your workflow.
  • Procrastinate strategically in order to protect your priorities.
  • Shift your thinking from urgent to relevant.
  • Redefine how prioritize.
  • Stop focusing on time management and start training on self-management.

 

Franchise Success is Built on Knowing Who You Are

Guest Speaker: Walter Bond, Walter Bond Seminars Inc.

Walter Bond, Hall of Fame speaker and Top 20 Franchise Speaker, is back by popular demand. This mini super session is guaranteed to be standing room only...again. Seen as a catalyst for business acceleration, determining “who you are” or as Walter likes to call it, “finding your mousetrap,” is an encore to his powerful message “Franchise Harmony” delivered to IFA attendees in 2015. In this all-new workshop, Walter will help you find your core business so you can determine your special niche, focus on the correct vision for your particular brand and make your system stand out to both franchisees and customers because YOU KNOW WHO YOU ARE. Walter will share insights from research and case studies of how great brands (which are experiencing rapid growth and a loyal customer-base) are built, using a mousetrap as a metaphor.

  • Understand why most brands have no clue of who they are and what they do.
  • Know exactly who you’re A client is and bow to find them.
  • How to attract more franchisees.
  • How to energize your internal customer and reduce apathy and attrition.
  • Understand the genesis of brand loyalty and how to create it.
  • How to break away from your pack of competitors.
  • How to master the marketing game and differentiate your niche.

11:15 am – 12:30 pmLunch Buffet Available

12:00 pm – 12:45 pmFranPAC VIP Reception*

1:00 pm – 2:45 pm

Opening General Session

(doors open at 12:30 pm)

We will kick-off our 58th annual flagship event with a powerhouse keynote speaker who will set the stage for an exciting, dynamic and unforgettable convention experience. A world-class thought leader will provide learnings that will have a direct impact on the future of your franchise business.

Keynote Speaker: Rohan Oza, Co-Founder, CAVU Venture Partners

Rohan Oza is the mastermind behind some of the most iconic brands in the consumer space today. Dubbed “Hollywood’s Brandfather” by the Hollywood Reporter and featured in notable publications such as The New York Times and Forbes, Oza is a global pioneer in celebrity equity deals, and is known for transforming groundbreaking consumer products into household names. His revolutionary expertise has led him to appear on numerous national television shows, including serving as a Guest Shark on Shark Tank, as well as Squawk Box, Closing Bell with Liz Clayman, Power Pitch and more.

In 2002, after six years at The Coca Cola Company, Oza left to become partner and chief marketing officer of then-fledgling beverage company Glacéau. From this position he helped build the powerhouse brands Vitaminwater and Smartwater through trailblazing partnerships with celebrities, including 50 Cent, Jennifer Aniston, LeBron James and Tom Brady. Oza’s career came full circle when, five years later, The Coca-Cola Company purchased Glacéau for $4.1 billion.

 

Oza left The Coca Cola Company to begin a successful venture career leading to co-founding CAVU Venture Partners in 2016. CAVU has quickly become one of the fastest-growing venture funds in the CPG space, raising over $156 million in four months for their first fund, and another $210 million in under a month for their second fund. Continuing to use his uncanny ability to identify the brands of tomorrow at an early stage, Oza has built a highly disruptive portfolio, including Vita Coco, popchips, Flywheel Spinning Studios, WTRMLN WTR, Chef’s Cut Real Jerky (the fastest-growing jerky in the country), Sir Kensington’s (sold to Unilever in 2017) and his latest success, Bai Brands (sold to DPSG for $1.7 billion in 2017). As one of the most notable and knowledgeable brand builders in the world, Oza’s strong track record and consistent success have enabled him to identify key trends and leverage those insights to build iconic brands. This is certain to be a powerful and eye-opening segment you cannot afford to miss!

In addition, our Chairman of the Board, Shelly Sun, CFE, and President & CEO, Robert Cresanti, CFE will address the audience with “state of the association” updates so you know exactly what is happening within the industry, and what IFA is doing to help strengthen and protect your business.

3:00 pm – 4:30 pm

Concurrent Breakout Sessions

Best Practices of Franchise Business Consultants: Effectively Providing Constructive Feedback and Sharing Systemwide Successes to Encourage Change

Field Support Track
(This session is relevant to all system sizes.)

The franchisee field support role, sometimes referred to as Franchise Business Consultants (FBC’s), is one of the most difficult roles in all of franchising. FBC’s are asked to be friend and foe, teacher and enforcer all while balancing both the interests of franchisee and franchisor. This session will address best practices on style and content of field visits, most important information to be covered on visits, communication tactics, and varying visit content and follow-up based on franchisee tenure and performance. With a foundation of collaboration and advancing the brand, everyone can win!

Moderator: Susan Beth, CFE, COO, NRD Capital
Speakers: Sean Falk, CFE, Owner, Great American Cookies/Pretzelmaker of Houston, TX; Merrick McKinnie, President, SD Holdings; Tyrell Reed, Franchise Support Consultant, Fuzzy’s Taco Shop; Robyn White, Director, Field Support, Childrens Lighthouse Learning Centers

Unit Level Economics – The Cupid’s Arrow of Franchising**

Finance Track
(This session is relevant to all system sizes.)

Nothing is more impactful on the franchise sales process or ongoing system satisfaction than strong unit economics. As units open, a franchisor must constantly identify, evolve, and attempt to replicate its "highly efficient" unit(s) and then segregate system-wide results in Item 19 to magnify points of differentiation between competing business models. Sharing system-wide metrics for benchmarking has proven to be the single biggest catalyst for improving individual unit performance and improving the franchise relationship. Learn how the fastest growing companies are making franchisee performance part of their DNA and hear a large multi-unit franchisee's perspective on the most relevant and useful types of benchmarking data.

Moderator: Rocco Fiorentino, CFE, Senior Managing Partner & CEO, PrimoHoagies
Speakers: Sam Ballas, CFE, President & CEO, East Coast Wings + Grill; Michael Miller, Chairman, Brightway Insurance; Gary Robins, Franchisee, Supercuts

Beyond Validation: Using Franchisee Satisfaction Data to Build a Stronger Brand**

Franchise Development/Sales Track
(This session is relevant to all system sizes.)

  • Survey tools for measuring franchisee satisfaction.
  • Using survey results to identify areas of system strength and weakness.
  • Setting priorities, evaluating initiatives and benchmarking progress with survey data.
  • Using video testimonials from franchisees about success, growth and support.
  • Effective use of satisfaction survey data in franchise development.

Moderator: Joel Buckberg, Shareholder, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC
Speakers: Chris Grandpre, Chairman & CEO, Outdoor Living Brands, Inc.; Jeff Johnson, Founder & CEO, Franchise Research Institute; Mike McCoy, CFE, VP, Franchise Development, FOCUS Brands Inc.

Driving Franchise Growth in this Age of Disruption—Understanding the Changing Landscape of Franchise Development and Today’s Strategies of Success**

Franchise Development/Sales Track
(This session is most relevant to systems with 0 – 250 units.)

We are living in changing times, where winners and losers are changing places faster than ever. Franchise development and system growth has not been immune to these forces of disruption. In fact, the very things that worked in years gone past represent significant barriers to success today. Unfortunately, many franchise development departments are plotting their strategies by looking in the rear view mirror instead of seeing the changes in the road ahead. In this session, we will examine the common barriers to growth in franchise systems, the franchise development principles driving growth today and the changing landscape of lead generation.

Moderator: Dan Monaghan, CFE, Managing Partner, Clear Summit Group
Speakers: Lori Kiser-Block, CFE, Managing Partner, The Decide Group; Joe Mathews, CFE, CEO, Franchise Performance Group

How and When You Should Target Multi-Unit Franchisee Owners

Franchise Development/Sales Track
(This session is most relevant to systems with 101+ units.)

When is the right time to pursue multi-unit operators to help your franchise grow? What are the best ways to advertise your opportunity to them? Tactics, messaging, etc.?

Moderator: Therese Thilgen, CEO & Co-Founder, Franchise Update Media
Speakers: Charles Watson, CFE, CDO, Tropical Smoothie Café & Tin Drum Asian Kitchen; Steve Dunn, CFE, SVP & Chief Global Development Officer, Denny's, Inc.

Communicating Big Change in Your Franchise System **

Franchise Relations Track
(This session is relevant to all system sizes.)

Developed by the Franchise Relations Committee

This session will cover how to effectively communicate a big change (ex. rebranding or software change) to the franchise system for efficiency and buy in. During this session attendees will walk away with the following steps:

  • How to start the plan.
  • How to update the plan.
  • Steps to communicating big change.
  • Follow-up to the plan.

You’ll see samples of plans and discuss actual implementation of cases, as well as hear from franchisees and franchisors who have been through this process.

Moderator: Rissy Sutherland, Chief Strategy Officer, ARCpoint Labs
Speakers: Shane Evans, Co-Founder & President, Massage Heights; Jamie Izaks, CFE, President, All Points Public Relations, LLC; John Krebser, Owner & Operator, The UPS Store, Charleston, SC; Joe Lewis, Vice President & General Counsel, Smoothie King Franchises, Inc.

The Power of the Franchisee Voice: Effective Advocacy in DC

Franchisees/Operators Track
Developed by the Franchisee Forum

Come hear why it's important for franchisees to speak up politically and have a voice in shaping legislation that affects them. Our panel will explain why franchisee advocacy is vital and give tips for ways you can get involved today!

Moderator: Mara Fortin, Owner, Nothing Bundt Cakes, San Diego, CA
Speakers: Rob Branca, President, Dunkin’ Donuts of Worchester, MA; Aziz Hashim, Managing Partner, NRD Capital; Justin Klein, Partner, Marks & Klein, LLP

Metrics Matters: Identifying and Implementing the Key Drivers of Unit Profitability (For Franchisees)

Franchisees/Operators Track
Developed by the Franchisee Forum

Join the experts from Profit Mastery in this powerful 90-minute session that will answer the important question: How Do Metrics Impact Profits?

For the first 30 minutes of the presentation, we will focus on the four key drivers of unit profitability that are common across every network, and we will share what other networks are doing successfully. You will then break out into three separate groups based on your franchise model: QSR, B2B, and Service. In each of the three sessions, attendees will work through a case study to identify a specific process that is unique and critical to your specific group.

We will have time for Q&A at the end of the program. This will be the most valuable (and profitable!) 90 minutes that you will spend at Convention!

Speakers: Rod Bristol, CFE, Executive Vice President, Profit Mastery; Lisa Hafetz, Performance Group Facilitator Manager, Profit Mastery; Steve LeFever, CFE, Chairman, Profit Mastery

Thriving in an Uncertain World

International Track
(This session is most relevant to systems with 101+ units.)

Developed by the International Committee

Franchises expanding globally do so amidst increasing instability and uncertainty. Many franchise companies from the most developed economies have never had to navigate this level of political, social and economic turmoil. Global leaders that have built successful franchises while navigating instability will share their experiences and insights. Hear war stories and learn strategies to navigate and thrive in today’s world.

Moderator: William Edwards, CFE, CEO, Edwards Global Services
Speakers: Trevor Brocklebank, CEO Emeritus (UK), Home Instead Senior Care; Michael Sukenik, Chief Legal Officer, Latin America and Caribbean & Global Senior Counsel, Yum! Brands, Inc.

Best Practices for Effective Financial Performance Representations Under New Item 19 Standards

Legal Track
(This session is relevant to all system sizes.)

Financial performance representations (FPRs) done well are a useful and effective sales tool. FPRs can also create liability if not done carefully and consistent with the standards governing Item 19. Those standards changed this year and brands are adjusting their Item 19 disclosure as a result. This session will address best practices and strategies for effective and compliant FPRs, as well as some of the risks and pitfalls and how to avoid them. Using examples, the panel will discuss effective FPRs, changes under the new standards, pitfalls to avoid, and ways improve and enhance FPRs while remaining complaint with the new standards.

Speakers: Jania Bailey, CFE, CEO, FranNet Franchising, LLC; Leonard MacPhee, Partner, Co-Chair Global Supply Network Industry Team, Gardere Wynne Sewell, LLP; Ralph Yarusso, CFE, CDO, FullSpeed Automotive

The KPIs and Analytics that Matter – How to Measure Content Marketing Programs

Marketing Track
(This session is relevant to all system sizes.)

Everyone talks about impressions, ROI, traffic, bounce rate, etc. There are so many KPIs and analytics out there. How do you cut through the noise and figure out what is most important for your brand? Learn from the experts.

Moderator: Matt Phillips, CFE, President & CMO, AdvantaClean Systems, Inc.
Speakers: David Chapman, Founder & CEO, 919 Marketing Company; Martin McDonald, VP, Strategic Sales and Channel Development, V Digital Services; Justin Mink, SVP, Sales, Scorpion; Jayson Pearl, CFE, President, ServiceScore

 

Systematize Everything! What Got You Here, Won’t Get You There. How Brand Consistency and a Culture of Continual Improvement Accelerated Our Franchise Network Growth**

Operations Track
(This session is relevant to all system sizes.)

This dynamic session will discuss how some of today’s biggest franchise brands, created a template for success, fast tracking their franchise systems growth. Panelists are pioneers in their fields and will share their experience without sugar coating the challenges they faced. Every franchise brand is potentially vulnerable to failure as they experience growth. Some pioneers learned the hard way, while other founders left little to chance— helping create a template for the success for their franchisees. Come learn from their experiences.

Moderator: Gary Goerke, CFE, CEO, Clarity Voice
Speakers: Mike Bidwell, CFE, President & CEO, The Dwyer Group; Barbara Moran-Goodrich, CFE, CEO & Co-Founder, Moran Family of Brands; Jeff Platt, CEO, Sky Zone Franchise Group LLC; Ken Switzer, CFO, Marco’s Pizza

Creating a Positive Culture: Vision Statements, Core Values – How Do You Establish and Maintain as Your System Grows, and New Staff and Franchisees are Added?**

General Track
(This session is most relevant to systems with 0 – 100 units.)

Culture and values exist in every organization, whether initiated and curated by leadership, or as the result of neglect. Whether positive or negative, company culture can have a significant impact on productivity. Join this panel session to understand why franchise organizations are even more dependent on a positive culture than other business models, and learn how your franchise mission statement, vision statement and core values contribute to your company culture. Take away practical ideas, tools and tactics for creating and maintaining a positive culture that drives profitability. Attendees should bring their Vision/Mission Statements to participate in a group exercise.

  • Many franchisees “hitch their wagon” to the brand’s vision, only to end up disengaged down the road. Learn how individual franchisee vision planning can increase performance and engagement.
  • Based on an informal poll conducted, respondents said if less than 60% of your company can recite your core values, you are below average and may want to work on increasing .visibility. Learn tactics for communicating your organization’s core values more effectively.
  • You can initiate culture and direct it to a point, but it will also evolve and develop on its own. Learn what you can do to actively manage and shape it to the degree possible.
  • Values and culture are typically qualitative aspects of a company. Learn ways to quantify these things to observe their growth and effects.
  • Some franchise systems have a non-cohesive franchisee community that either doesn’t communicate much or feels more like they’re competing than working toward the same goal. Learn steps you can take to fix issues like these and create a more positive and productive culture.
  • Shifts in leadership, ownership changes, as well as outside forces (i.e. economic downturns) can have a negative effect on culture and values. Learn how to communicate changes and get/keep franchisee buy-in to minimize risk.

Moderator: Michelle Rowan, CFE, President & COO, Franchise Business Review
Speakers: Evan Hackel, CFE, Founder & CEO, Ingage Consulting; Roger McCoy, CFE, Franchise Business Consultant, Direct Energy; Paul Pickett, CDO, Wild Birds Unlimited, Inc.; Dan Steward, President & CEO, Pillar To Post Home Inspectors, A FirstService Brands Company

C-Suite Think Tank/Forum Exchange

General Track
(This session is relevant to all system sizes.)

This session is limited to Franchisor CEOs, Presidents, and COOs. Come to this session with the 2 to 3 “burning issues” or top challenges you face as the leader of your company. These issues will be collected as the session begins. Then the attendees will brainstorm solutions, share best practices and ideas to address these challenges in a “group scoop” fashion. These potential solutions will be reported out to the group live, as well as captured and then emailed afterwards to all participants.

Session Moderator: Catherine Monson, CFE, CEO, FASTSIGNS International, Inc.

EOS and Traction FOR FRANCHISORS: Get a Grip on Your Business

General Track
(This session is relevant to all system sizes.)

Are You Running Your Business or is it Running You?
If you’d like to be in more control of your organization, you’re not alone. As thousands of business leaders have discovered, the key to faster growth, bigger profits, more loyal customers and fewer frustrations is EOS®. EOS (Entrepreneurial Operating System) is a comprehensive business system with real, simple and practical tools. This presentation helps participants learn to implement a simple “way of operating” that helps leadership teams clarify, simplify and achieve their vision.

Leaders looking for a silver bullet or the next “flavor of the month” need not attend. In this value-packed workshop, attendees learn to see their businesses in a whole new light and to achieve better results through strengthening the Six Key Components™ of a truly great organization. The outcome creates alignment and synchronizes all the pieces of your business to produce the results you want.

Attendee Value and Takeaways:

  • Review the Six Key Components of top companies: Vision, People, Data, Issues, Process and Traction.
  • Learn a powerful tool to clarify and achieve your vision.
  • Work with two simple tools that will get the right people in the right seats.
  • Build the right company scorecard to deliver an absolute pulse on your business.
  • Master practical tools that successful entrepreneurs use to get more done.

Speaker: Tom Bouwer, Co-Author, What The Heck is EOS? & Certified EOS® Implementer, ProfitWorks LLC

 

** This session will be offered on both concurrent breakout session days.

4:30 pm – 8:00 pmChairwoman's Reception with Exhibitors

4:45 pm – 5:45 pmCFE Graduates' Celebration

(by invitation only)

4:45 pm – 6:00 pmFranchisee VIP Meet & Greet Reception

4:45 pm – 6:15 pmLegal Legislative Committee Meeting

6:00 pm – 8:00 pmInternational Committee Meeting

6:30 pm – 7:30 pmIFA Educational Foundation Reception

(by invitation only)

8:00 pm – 9:30 pmInternational Reception

 

*Separate registration and/or fee applies.

7:00 am – 6:00 pmRegistration Open

7:30 am – 9:00 amPower Breakfast with Exhibitors

8:00 am – 5:00 pmInternational Lounge

8:00 am – 5:00 pmFranchisee Hospitality Lounge

9:20 am – 11:30 am

Monday Super Session

(doors open at 9:00 am)

Join us for what is sure to be an awe-inspiring session with Music Paradigm. Unlike anything offered at IFA before, this presentation will leave you and members of your team with a renewed sense of purpose.

Music Paradigm is an engaging and unforgettable experiential learning experience which places the audience amidst a live professional orchestra to simulate business challenges using music as a metaphor. Under the leadership of Maestro Roger Nierenberg, exercises between conductor and musicians demonstrate leadership lessons in an authentic way that speaks to the importance of teamwork, responsibility, effectiveness and unity in any type of organization, but in our case, the franchise system. In a highly customized and interactive session, your attention will be drawn to fascinating and unexpected organizational dynamics within the orchestra that have a direct correlation to your own business, and will teach you how to foster a culture of high-performing teams that produce remarkable results. Leading companies all over the world, including many successful franchise brands, have enlisted Music Paradigm for their own training exercises with astounding results.

11:45 am – 1:15 pmNetworking Lunch with Exhibitors

11:45 am – 1:15 pmFranchisee Forum Meeting

11:45 pm – 1:15 pmEducational Foundation Board of Trustees & Strategic Planning Meeting

1:30 pm – 3:00 pm

Concurrent Breakout Sessions

Know Before You Go: Tailoring Your Visit to a Specific Franchisee’s Needs

Field Support Track
(This session is relevant to all system sizes.)

No two franchisees are the same. They have differing skill sets, life experiences and goals which contribute to making each business unique. Why would you support them the same? In this interactive session you will learn why differentiated support is critical to the long term success of a franchise network. We will explore how to discover the unique needs of a franchisee and why individualized support creates the best possible conditions for profitable, sustained growth.

Moderator: Frank Todisco, Senior Director, National Accounts, ServiceMaster Company
Speakers: Angela Cote, Franchisee, M & M Food Market; Rob Goggins, President, Great Clips, Inc.; Glee McAnanly, VP, Franchise Relations, ServiceMaster Company

What Every Franchisor Must Know About the New Revenue Recognition Rules – Understanding and Navigating ASC 606

Finance Track
(This session is relevant to all system sizes.)

The revenue recognition topic is now truly upon the franchising community and business model. The new revenue recognition standard will impact all franchisors – large and small. Attendees will learn the latest updates and guidance on ASC 606 from a panel of leaders from the legal and accounting world, as well as a franchisor who is addressing the revenue recognition topic head-on. This presentation is geared for all Finance and C-level executives.

Moderator: Jay Duke, National Franchise Industry Leader & Managing Partner, BDO USA, LLP
Speakers: Aaron Chaitovsky, CFE, Franchise Accounting and Consulting Practice Leader, Citrin Cooperman; Joe Dunn, CFE, Partner, FisherZucker LLC; Angela Newell, National Assurance Partner, BDO USA, LLP; Jon Shell, CFO, The Dwyer Group

Unit Level Economics – The Cupid’s Arrow of Franchising**

Finance Track
(This session is relevant to all system sizes.)

Nothing is more impactful on the franchise sales process or ongoing system satisfaction than strong unit economics. As units open, a franchisor must constantly identify, evolve, and attempt to replicate its "highly efficient" unit(s) and then segregate system-wide results in Item 19 to magnify points of differentiation between competing business models. Sharing system-wide metrics for benchmarking has proven to be the single biggest catalyst for improving individual unit performance and improving the franchise relationship. Learn how the fastest growing companies are making franchisee performance part of their DNA and hear a large multi-unit franchisee's perspective on the most relevant and useful types of benchmarking data.

Moderator: Rocco Fiorentino, CFE, Senior Managing Partner & CEO, PrimoHoagies
Speakers: Sam Ballas, CFE, President & CEO, East Coast Wings + Grill; Michael Miller, Chairman, Brightway Insurance; Gary Robins, Franchisee, Supercuts

Beyond Validation: Using Franchisee Satisfaction Data to Build a Stronger Brand**

Franchise Development/Sales Track
(This session is relevant to all system sizes.)

  • Survey tools for measuring franchisee satisfaction.
  • Using survey results to identify areas of system strength and weakness.
  • Setting priorities, evaluating initiatives and benchmarking progress with survey data.
  • Using video testimonials from franchisees about success, growth and support.
  • Effective use of satisfaction survey data in franchise development.

Moderator: Joel Buckberg, Shareholder, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC
Speakers: Chris Grandpre, Chairman & CEO, Outdoor Living Brands, Inc.; Jeff Johnson, Founder & CEO, Franchise Research Institute; Mike McCoy, CFE, VP, Franchise Development, FOCUS Brands Inc.

Driving Franchise Growth in this Age of Disruption—Understanding the Changing Landscape of Franchise Development and Today’s Strategies of Success**

Franchise Development/Sales Track
(This session is most relevant to systems with 0 – 250 units.)

We are living in changing times, where winners and losers are changing places faster than ever. Franchise development and system growth has not been immune to these forces of disruption. In fact, the very things that worked in years gone past represent significant barriers to success today. Unfortunately, many franchise development departments are plotting their strategies by looking in the rear view mirror instead of seeing the changes in the road ahead. In this session, we will examine the common barriers to growth in franchise systems, the franchise development principles driving growth today and the changing landscape of lead generation.

Moderator: Dan Monaghan, CFE, Managing Partner, Clear Summit Group
Speakers: Lori Kiser-Block, CFE, Managing Partner, The Decide Group; Joe Mathews, CFE, CEO, Franchise Performance Group

Communicating Big Change in Your Franchise System **

Franchise Relations Track
(This session is relevant to all system sizes.)

Developed by the Franchise Relations Committee

This session will cover how to effectively communicate a big change (ex. rebranding or software change) to the franchise system for efficiency and buy in. During this session attendees will walk away with the following steps:

  • How to start the plan.
  • How to update the plan.
  • Steps to communicating big change.
  • Follow-up to the plan.

You’ll see samples of plans and discuss actual implementation of cases, as well as hear from franchisees and franchisors who have been through this process.

Moderator: Rissy Sutherland, Chief Strategy Officer, ARCpoint Labs
Speakers: Shane Evans, Co-Founder & President, Massage Heights; Jamie Izaks, CFE, President, All Points Public Relations, LLC; John Krebser, Owner & Operator, The UPS Store, Charleston, SC; Joe Lewis, Vice President & General Counsel, Smoothie King Franchises, Inc.

EOS and Traction FOR FRANCHISEES: Get a Grip on Your Business

Franchisees/Operators Track
Developed by the Franchisee Forum

As a franchisee, if you’d like to be in more control of your organization, you’re not alone. Many franchisees get caught up in the day-to-day, fighting fires (with little time to think). It doesn’t have to be this way. As thousands of business leaders have discovered, the key to faster growth, bigger profits, more loyal customers and fewer frustrations is EOS®. EOS (Entrepreneurial Operating System) is a comprehensive business system with real, simple and practical tools. This presentation helps participants learn to implement a simple “way of operating” that helps teams clarify, simplify and achieve their vision.

Attendee Value and Takeaways:

  • Understand the Six Key Components of top companies: Vision, People, Data, Issues, Process and Traction.
  • Learn a powerful tool to clarify and achieve your vision.
  • Work with two simple tools that will get the right people in the right seats.
  • Build the right company scorecard to deliver an absolute pulse on your business.
  • Master practical tools that successful entrepreneurs use to get more done.

Speaker: Tom Bouwer, Co-Author, What The Heck is EOS? & Certified EOS® Implementer, ProfitWorks LLC

Tools, Tips and Techniques for Finding, Hiring and Retaining Top Talent (For Franchisees)

Franchisees/Operators Track
Developed by the Franchisee Forum

While the ability to hire high-quality hourly employees, is often a franchisor's problem, it is always a franchisee's pain. This interactive, engaging session delivers the high content take-aways and pain relief you're looking for.

Speaker: Mel Kleiman, President, Humetrics Inc.

Case Studies in International Growth

International Track
(This session is relevant to all system sizes.)

Developed by the International Committee

Hear the stories of and learn lessons from franchises that have grown successfully outside home borders.

Moderator: Matthew Patinkin, Owner, Auntie Anne's Pretzels - Double P Corporation
Speakers: Juan Corvinos, VP, Latin America and Caribbean, Hilton; Suk Singh, EVP & Global Chief Development, Franchising and International Officer, Bloomin' Brands, Inc.; Paul Thompson, Founder & Chairman, Water Babies

Executing a Strategic Brand Refresh

Marketing Track
(This session is most relevant to systems with 101+ units.)

Your brand is not your logo and color palette. Branding should consist of a strategic process that includes defining, articulating and maintaining your core values and differentiators in a way that resonates with your target audience and is meaningful to them. This session will discuss the key elements necessary to execute a brand refresh successfully.

Moderator: Dawn Kane, CEO, Hot Dish Advertising
Speakers: Mary Mills, Director, Marketing, United Franchise Group; Kelly Roddy, CFE, President, Schlotzky’s; Jonathan Shaw, Owner & CEO, Lemon Tree Development LLC

Systematize Everything! What Got You Here, Won’t Get You There. How Brand Consistency and a Culture of Continual Improvement Accelerated Our Franchise Network Growth**

Operations Track
(This session is relevant to all system sizes.)

This dynamic session will discuss how some of today’s biggest franchise brands, created a template for success, fast tracking their franchise systems growth. Panelists are pioneers in their fields and will share their experience without sugar coating the challenges they faced. Every franchise brand is potentially vulnerable to failure as they experience growth. Some pioneers learned the hard way, while other founders left little to chance— helping create a template for the success for their franchisees. Come learn from their experiences.

Moderator: Gary Goerke, CFE, CEO, Clarity Voice
Speakers: Mike Bidwell, CFE, President & CEO, The Dwyer Group; Barbara Moran-Goodrich, CFE, CEO & Co-Founder, Moran Family of Brands; Jeff Platt, CEO, Sky Zone Franchise Group LLC; Ken Switzer, CFO, Marco’s Pizza

Creating a Positive Culture: Vision Statements, Core Values – How Do You Establish and Maintain as Your System Grows, and New Staff and Franchisees are Added?**

General Track
(This session is most relevant to systems with 0 – 100 units.)

Culture and values exist in every organization, whether initiated and curated by leadership, or as the result of neglect. Whether positive or negative, company culture can have a significant impact on productivity. Join this panel session to understand why franchise organizations are even more dependent on a positive culture than other business models, and learn how your franchise mission statement, vision statement and core values contribute to your company culture. Take away practical ideas, tools and tactics for creating and maintaining a positive culture that drives profitability. Attendees should bring their Vision/Mission Statements to participate in a group exercise.

  • Many franchisees “hitch their wagon” to the brand’s vision, only to end up disengaged down the road. Learn how individual franchisee vision planning can increase performance and engagement.
  • Based on an informal poll conducted, respondents said if less than 60% of your company can recite your core values, you are below average and may want to work on increasing visibility. Learn tactics for communicating your organization’s core values more effectively.
  • You can initiate culture and direct it to a point, but it will also evolve and develop on its own. Learn what you can do to actively manage and shape it to the degree possible.
  • Values and culture are typically qualitative aspects of a company. Learn ways to quantify these things to observe their growth and effects.
  • Some franchise systems have a non-cohesive franchisee community that either doesn’t communicate much or feels more like they’re competing than working toward the same goal. Learn steps you can take to fix issues like these and create a more positive and productive culture.
  • Shifts in leadership, ownership changes, as well as outside forces (i.e. economic downturns) can have a negative effect on culture and values. Learn how to communicate changes and get/keep franchisee buy-in to minimize risk.

Moderator: Michelle Rowan, CFE, President & COO, Franchise Business Review
Speakers: Evan Hackel, CFE, Founder & CEO, Ingage Consulting; Roger McCoy, CFE, Franchise Business Consultant, Direct Energy; Paul Pickett, CDO, Wild Birds Unlimited, Inc.; Dan Steward, President & CEO, Pillar To Post Home Inspectors, A FirstService Brands Company

How to Engage Your Franchisee Convention Attendees and Non-Attendees

General Track
(This session is relevant to all system sizes.)

During this session, attendees will learn how top franchise brands are leveraging creative, experiential strategies to engage their franchisees and drive performance, and how to cascade critical messaging to stakeholders who were not able to attend the convention.

Moderator: Steve Friedman, Co-Founder & Chief Strategist, Creative Producers Group
Speakers: Paul Koulogeorge, VP, Marketing, Advertising and PR, Goddard Systems; Saronna Maldonado, Director, Events, Sport Clips, Inc.

How to Use Census Data to Grow Your Business

General Track
(This session is relevant to all system sizes.)

Gather direct insight on what relevant census data is available to you, how to access the information and most importantly, how to leverage the data to make better decisions and plan for franchise growth.

Speakers: Charles Brady, Jr., Branch Chief, Respondent Management and Promotion Branch, Economic Management Division, U.S. Census Bureau; Darrell Johnson, CFE, President & CEO, FRANdata; Kari Klinedinst, Section Chief, Respondent Management and Promotion Branch, U.S. Census Bureau

** This session will be offered on both concurrent breakout session days.

3:20 pm – 5:05 pmBusiness Solution Roundtables

5:15 pm – 6:15 pmInternational Attendees Networking Event

5:15 pm – 6:45 pmICFE Board Meeting

5:15 pm – 7:15 pmReception with Exhibitors

8:00 pm – 11:00 pmThe Bash

7:30 am – 12:00 pmRegistration Open

8:00 am – 5:00 pmFranchisee Hospitality Lounge

8:00 am – 9:45 amBusiness Solution Roundtables with Continental Breakfast

(breakfast available at 7:30 am)

10:15 am – 12:15 pm

Closing General Session with Brunch

(brunch available at 9:45 am)

What is the next big idea that will transform the way we do business?

Join us on Tuesday morning to take part in an exciting new general session format that will not only entertain and keep your interest, but will deliver high-value content. During our closing event, IFA will feature several rapid-fire, high-energy, quick presentations that share “TRANSFORMATIONAL STORIES IN FRANCHISING.” We need to face it, what’s worked in the past may not work in the future – the world is changing at such a rapid pace that we have no choice but to change with it and disrupt the way we normally look at operating our businesses. We invite you to imagine the world-renowned TED Lecture Series featuring presentations that are no more than 15-minutes each. We will feature several high-level presentations where franchise executives – your peers – will take the stage and share groundbreaking ideas that are worth spreading. Our speakers are passionate about what they have accomplished and are ready to share their breakthroughs with you to help innovate and change the franchise business model!

AND NOT TO BE MISSED:

the NextGen Global Competition is back by popular demand!

From more than a thousand applications, twenty young entrepreneurs have been selected to compete in the NextGen Global Competition during the IFA Annual Convention. Shark Tank star Daymond John will lead a panel of judges for the final round of the Global Competition on Tuesday, Feb. 13, when the top three finalists pitch their concepts for cash prizes and potential investments from judges and attendees. Daymond is a serial entrepreneur, CEO, award-winning businessman, and founder of billion-dollar company FUBU who can be seen on ABC’s three-time Emmy Award winning series, Shark Tank.

12:15 pmConvention Officially Adjourns

12:45 pm – 4:30 pm

Emerging Franchisor Bootcamp*

(open to the first 500 franchisors with 100 units or less to sign up)

Our inaugural 2017 bootcamp was SOLD OUT. The 2018 half-day Bootcamp is bigger and better. The four hour 2018 bootcamp will be split into two distinct parts where you will learn from the best in franchising and entrepreneurship, and you will apply learning directly to solve a business issue you bring to the table.

Part 1: Insights and Learning: Keynote, Innervation Lab & Growth Roadmap

We will kick off our second annual bootcamp with a keynote speaker from a fast growing franchise brand.

Keynote Speaker: Dena Tripp, Co-Founder, Nothing Bundt Cakes Franchising, Inc.

Dena Tripp co-founded Nothing Bundt Cakes in 1997 and has overseen its growth as a national franchise concept from one location to more than 230, spanning 38 states. Dena serves as Chairman and actively works with the executive team in addition to operating four of her own bakeries in Las Vegas, NV and Orange County, CA.

InnerVation Lab: We are fortunate to be able to offer a special program segment hosted by The Shark Group, the team that works directly with Shark Tank and successful entrepreneur, Daymond John. During this unique exercise called the “InnerVation Lab,” The Shark Group will work with attendees to foster innovative thinking on the following:

  • A step-by-step process for making better business decisions.
  • How to reduce the fear of failure — How to minimize the sting of failing.
  • How to build lasting strategic partnerships (with franchisees).
  • How to create ideas that you can act on immediately.
  • How to evaluate which ideas you should invest your resources in.

 

Growth Roadmap: This bootcamp will be a roadmap presented by Ron Feldman featuring a presentation by FRANdata on the latest emerging brand data and benchmark for emerging franchisors to Recurring Revenue Self Sufficiency™ – the day when your royalty revenue covers your overhead! You will also meet executives who have walked in your shoes -- founders of franchise companies willing to share the mistakes they made, what worked and what didn’t to get them to critical mass. You will see how typical brands grow through the emerging phase, what healthy growth is and how growing too fast can be detrimental to the long-term future of your brand. Key areas of focus that will be discussed include:

  • Development strategies from pure organic growth through the broker network model and outsourced sales models.
  • What infrastructure is needed at specific milestones?
  • How to get financing at the emerging phase.
  • How Item 19 and transparency affect growth.

 

Part 2: Application & Action: Emerging Franchisors Receive Mentor and Peer Input to a Key Business Problem

The problem-solving exercises will be facilitated by ICFE Board Member, Tony Valle of ELM Performance Group, and led by some of the most successful franchise experts in the industry. Content will be interactive, interesting and fun.

Confirmed Mentors to date include:

Jania Bailey, CFE, CEO, FranNet Franchising, LLC
David Barr, Chairman, PMTD Restaurants
Ron Bender, CFE, Director, Franchise Development, Big Frog Franchise Group
Art Coley, Jr., CFE, CDO, InXpress
Candace Couture, CFE, Director, Franchise Sales, Planet Fitness
Jeff Dudan, CEO, AdvantaClean Systems, Inc.
Shane Evans, CFE, Co-Founder, President, Massage Heights, Elevated Brands
Steve Greenbaum, CFE, CEO, ComForCare Home Care; Past Chair of the IFA
Peter Holt, CFE, CEO, The Joint Corp.
Mike Isakson, CFE, Partner, Merry Maids of Edgemont, AR & Past Chair of the IFA
Mark Jameson, CFE, EVP, Franchise Support and Development, FASTSIGNS International
David Lewis, VP, Franchising, Express Services, Inc.
Mary Kay Liston, CFE, President, Five Star Painting
Mark Liston, CFE, President, Glass Doctor
Kristi Mailloux, COO, National Envy Development, LLC
Alan Majerko, VP, Corporate Development, Winmark Corporation
Frank Milner, CFE, President, Tutor Doctor Systems, Inc.
Dan Monaghan, CFE, Managing Partner, Clear Summit Group
Catherine Monson, CFE, CEO, FASTSIGNS International
Barbara Moran-Goodrich, CFE, CEO & Co-Founder, Moran Family of Brands
Steve Murphy, President, Franchising, Winmark Corporation
Scott Perry, CFE, CFO, Sport Clips, Inc.
Paul Pickett, CFE, CDO, Wild Birds Unlimited, Inc.
Todd Recknagel, CFE, Chairman, National Envy Development, LLC
Mike Rotondo, CFE, CEO, Tropical Smoothie Cafe
Philip Schram, CFE, CDO, Buffalo Wings & Rings
Eric Simon, CFE, VP, Franchise Sales and Development, The Joint Corp.
Richard Simtob, President and Partner, ZOUP! Fresh Soup Company
Shelly Sun, CFE, CEO & Founder, BrightStar Franchising, LLC & Immediate Past Chair of the IFA
Ken Walker, CFE, Past Chairman, International Franchise Association
Tom Wood, President & CEO, Floor Coverings International

This bootcamp is complimentary to fully-registered franchisors with 100 units or less, and attendees will receive complimentary CFE enrollment and guide book (a $540 value!!), and 400 Bonus CFE Credits to get them started on their quest to CFE designation. We will cap the attendance at this session to the first 500 franchisors and participants with 100 units or less to sign up, so make your plans now and register early!

 

*Separate registration and/or fee applies.

 

LOCATION
Phoenix Convention Center
100 North 3rd St
Phoenix, AZ 85004

The majority of Convention 2018 events will take place at the Phoenix Convention Center. Some evening events and committee events will take place at our Headquarters Hotel, the Sheraton Grand Phoenix. All official hotel blocks for the 2018 Annual Convention are sold out at this time. For more information on alternate hotels near the Convention Center, please click on the link below, and contact them directly.

FUTURE DATES

IFA’s 59th Annual Convention
February 24-27, 2019
Mandalay Bay, Las Vegas, NV

IFA’s 60th Annual Convention
February 8-11, 2020
Orlando World Center, Orlando, FL

IFA’s 61st Annual Convention
February 21-24, 2021
Mandalay Bay, Las Vegas, NV

IFA’s 62nd Annual Convention
February 26 - March 1, 2022
San Diego Convention Center, Manchester Grand Hyatt, San Diego, CA

CONTACT US

To contact the IFA Conferences Department, please email events@franchise.org or call 202-662-0763.

Interested in purchasing session recordings from #IFA2017? Click here.

Do you have a speaker suggestion for this event? Let us know!

MEMBERS