cfe

2020 ICFE Special Sessions

Become a Certified Franchise Executive (CFE) to gain the knowledge and credibility required to move your brand and franchise career forward.
CFE Credits Available
No
February 07 - 08, 2020
|

8701 World Center Dr
Orlando, FL 32821
United States

2020 ICFE Special Sessions

Prior to IFA’s Annual Convention, the IFA Foundation hosts Special Sessions designed to fast track you to your prestigious certification. Choose from ten sessions designed to enhance your understanding of franchising.

Agenda

Friday, February 7

Session Title
Principles of Franchising
Session Summary

200 CFE Education Credits

This intensive one-day course will provide an overview of key issues faced by franchise executives in managing franchise operations. Using real-life scenarios, and hypothetical formats, the course will present a series of problems that are faced by franchise executives every day. Executives will learn about the serious problems franchisors typically face, how others are solving them, and how to make good decisions concerning difficult issues.

Presenters: 
Kay Ansley, CFE, Managing Director, MSA Worldwide
Joe Bourdow, CFE, Managing Partner, Premier Franchise Advisors
Barry Heller, CFE, Partner, DLA Piper LLP (US)
Mark Liston, CFE, Director of Special Projects, Neighborly
Bret Lowell, CFE, Partner, DLA Piper LLP (US)

Time Start
09:00 am
Time End
05:00 pm
Session Title
Profit Mastery: Financial Boot Camp – Improving Network Unit Profitability and Performance
Session Summary

200 CFE Education Credits

Profit Mastery turns standard financial statements into powerful financial intelligence, and you will find that the Financial Report Card - combined with the unique Financial Performance Road Map – to be unusually effective in pinpointing and quantifying the dollar impact of improved efficiency.  Furthermore, the intriguing Cup Theory will point the way to use Break Even Analysis to manage the revenue/cost Analysis to manage the revenue/cost relationship and prove to be an invaluable strategic tool in managing costs and, ultimately, profitability.


Presenter:
Steve LeFever, MBA, CFE, Chairman & Founder, Profit Mastery

Time Start
09:00 am
Time End
05:00 pm
Session Title
Activate Your Brand: Navigating Today’s Media Landscape
Session Summary

200 CFE Education Credits

Media options can seem endless, ever-changing, and confusing. Do you know your options? How do you know what is “correct?” Learn the lingo and hear from channel experts as we discuss what is media, what it can achieve, and how to think strategically about activating. You’ll walk away with media planning basics, and a better understanding of how to build your media mix to serve your franchise goals.

Presenter: Janet Muhleman, President, re:group, inc.
Co-Presenter: Michael Sugg, Integrated Media Director, re:group, inc.
 

Time Start
09:00 am
Time End
05:00 pm
Session Title
Create a Culture of Extraordinary Productivity (FranklinCovey)
Session Summary

200 CFE Education Credits

21st-century knowledge workers and leaders are paid to think, plan, communicate, and execute with excellence. Franchise executives know this better than most. Trying to do these vitally important things and grow revenue is even more difficult in the midst of overwhelming demands, distractions, crises, and more. It can be hard work to represent the brand effectively, develop leads, build long-term winning strategies, foster key relationships, and improve systems.  In this session, be prepared to learn the measurable processes to consistently make high value decisions; focus attention in the midst of unprecedented distractions; and create the energy required to execute with excellence.


Presenter: Kory Kogon, Global Productivity Practice Leader, FranklinCovey
Co-Presenter: Suzette Blakemore, CFE, Managing Director, FranklinCovey

Time Start
09:00 am
Time End
05:00 pm
Session Title
Fran-Guard™ - IFA’s Franchise Sales Management and Compliance Program
Session Summary

300 CFE Education Credits

IFA Fran-Guard™ is IFA's Franchise Sales Management and Compliance program. Through this program, we demonstrate the business case for compliance and how a culture of compliance will help you and your staff build a vibrant company while assisting you to protect your system and avoid costly mistakes. This session is especially designed for senior executives to show how you can take proactive steps to reduce risks, manage growth, and build a stronger, healthier franchise system.

Presenters: 
Cynthia Gartman, CFE, Publisher, Seniors Blue Book of South Central, PA
Richard Morey, CFE, Partner, DLA Piper LLP (US)
Will Woods, CFE, Partner, Baker McKenzie

Time Start
09:00 am
Time End
05:00 pm
Saturday, February 8

Session Title
Fran-Guard™ - IFA’s Franchise Sales Management and Compliance Program
Session Summary

300 CFE Education Credits

IFA Fran-Guard™ is IFA's Franchise Sales Management and Compliance program. Through this program, we demonstrate the business case for compliance and how a culture of compliance will help you and your staff build a vibrant company while assisting you to protect your system and avoid costly mistakes. This session is especially designed for senior executives to show how you can take proactive steps to reduce risks, manage growth, and build a stronger, healthier franchise system.

Presenters: 
Cynthia Gartman, CFE, Publisher, Seniors Blue Book of South Central, PA
Richard Morey, CFE, Partner, DLA Piper LLP (US)
Will Woods, CFE, Partner, Baker McKenzie

Time Start
09:00 am
Time End
05:00 pm
Session Title
FranTogether: How to Create Healthy Franchise Relations
Session Summary

200 CFE Education Credits

It is simply impossible to achieve sustainable success in franchising without healthy franchise relations.

FranTogether is a practical workshop that teaches proven franchise relationship skills and strategies based on cutting edge psychology, decades of real-world experience, and research from hundreds of franchise networks.

You will experience an engaging and impactful day of interactive learning, with lots of opportunity to discuss and share your insights on hot topics of importance to you. You will also learn powerful evidence-based tools and processes for building trust and improving communication at the personal and organizational level.

FranTogether is led by two passionate and respected franchise practitioners - an attorney and a psychologist – both recipients of the prestigious Crystal Compass Award for Franchise Leadership, and both highly experienced in the real world of managing the inherent challenges of franchising.

Whether you are a seasoned CEO, or someone relatively new to franchising, you’ll find this program useful, enjoyable and inspiring.

Presenters:
Brian Schnell, CFE, Partner, Faegre Baker Daniels LLP
Greg Nathan, CFE, Founder, Franchise Relationships Institute

Time Start
09:00 am
Time End
05:00 pm
Session Title
Six Critical Practices of Leading a Team (FranklinCovey)
Session Summary

200 CFE Education Credits

First-level leaders make a significant impact on every metric in your business: employee productivity and engagement, customer satisfaction and loyalty, problem solving and financial performance. They are frequently responsible for the quality of the customer experience, and whether top talent stays or leaves.  People skills typically account for 80 percent of success in this role. Yet many people are promoted because of their technical capabilities and some franchisees become franchisees because of their love of a product or service, not because of their people or leadership skills. The role of the first-level leader, whether new or experienced, has always been tough and today's realities make the role even tougher.

Presenter: Kory Kogon, Global Productivity Practice Leader, FranklinCovey
Co-Presenter: Suzette Blakemore, CFE, Managing Director, FranklinCovey

Time Start
09:00 am
Time End
05:00 pm
Session Title
Taking Your Franchise Global In Interesting Times
Session Summary

200 CFE Education Credits

In 2014, the last year figures are available, US$6.1 billion in fees and royalties were received by U.S. franchisors from their international licensees  A more recent IFA survey of franchisor Members showed that fully 85% were international to some extent or planned to Go Global. Some large U.S. F&B franchisors receive the majority of their profits from international license operations. Even small IFA franchisor Members have gone global in recent years.”

However, a number of surveys indicate that 40% or more of the international franchise agreement unit development schedules are not realized, resulting in lower fees and royalties for the franchisors.

This CFE course will be taught by international executives who have actually done international franchise operations and development and will also include highly experienced international lawyers and consultants. The first part of this course will focus on the why, how, when, where and with whom of taking a franchise global. The second half of the course will focus on how best to train, support and grow international licensees with a goal to show how to realize the highest return on investment over time for Going Global with a franchise brand.

Presenter:
William Edwards, CFE, Chief Executive Officer, Edwards Global Services

Time Start
09:00 am
Time End
05:00 pm
Session Title
Advanced Financial Essentials: Driving Profitable Growth Through Multi-Unit Expansion
Session Summary

200 CFE Education Credits

We all aim to support the profitable growth of franchises and franchise networks. In this session we’ll apply financial tools and skills to establish a pathway to successful expansion through multi-unit ownership. 

We’ll begin by exploring valuation methods and strategies for building business value.  Then, based on your cost structure and the value you seek to build, we will determine the investments and multi-unit growth plan to produce the real returns your investment requires.

We’ll also identify the skills, aptitudes and mind sets of successful multi-unit franchisees and hear how the best in the business create an investor’s mind-set and prepare their franchise system and support teams to facilitate successful multi-unit ownership.  

Each attendee leaves the session with his or her own traction plan aimed at profitable growth through multi-unit expansion.

Presenters: 
Rod Bristol, CFE, Director, Business Development, Profit Soup
Barbara Nuss, President & Founder, Profit Soup
Stuart Donaldson, Profit Soup Australia D/B/A as Banyan Co

Time Start
09:00 am
Time End
05:00 pm
Friday, February 7

Session Title
Principles of Franchising
Session Summary

200 CFE Education Credits

This intensive one-day course will provide an overview of key issues faced by franchise executives in managing franchise operations. Using real-life scenarios, and hypothetical formats, the course will present a series of problems that are faced by franchise executives every day. Executives will learn about the serious problems franchisors typically face, how others are solving them, and how to make good decisions concerning difficult issues.

Presenters: 
Kay Ansley, CFE, Managing Director, MSA Worldwide
Joe Bourdow, CFE, Managing Partner, Premier Franchise Advisors
Barry Heller, CFE, Partner, DLA Piper LLP (US)
Mark Liston, CFE, Director of Special Projects, Neighborly
Bret Lowell, CFE, Partner, DLA Piper LLP (US)

Time Start
09:00 am
Time End
05:00 pm
Session Title
Profit Mastery: Financial Boot Camp – Improving Network Unit Profitability and Performance
Session Summary

200 CFE Education Credits

Profit Mastery turns standard financial statements into powerful financial intelligence, and you will find that the Financial Report Card - combined with the unique Financial Performance Road Map – to be unusually effective in pinpointing and quantifying the dollar impact of improved efficiency.  Furthermore, the intriguing Cup Theory will point the way to use Break Even Analysis to manage the revenue/cost Analysis to manage the revenue/cost relationship and prove to be an invaluable strategic tool in managing costs and, ultimately, profitability.


Presenter:
Steve LeFever, MBA, CFE, Chairman & Founder, Profit Mastery

Time Start
09:00 am
Time End
05:00 pm
Session Title
Activate Your Brand: Navigating Today’s Media Landscape
Session Summary

200 CFE Education Credits

Media options can seem endless, ever-changing, and confusing. Do you know your options? How do you know what is “correct?” Learn the lingo and hear from channel experts as we discuss what is media, what it can achieve, and how to think strategically about activating. You’ll walk away with media planning basics, and a better understanding of how to build your media mix to serve your franchise goals.

Presenter: Janet Muhleman, President, re:group, inc.
Co-Presenter: Michael Sugg, Integrated Media Director, re:group, inc.
 

Time Start
09:00 am
Time End
05:00 pm
Session Title
Create a Culture of Extraordinary Productivity (FranklinCovey)
Session Summary

200 CFE Education Credits

21st-century knowledge workers and leaders are paid to think, plan, communicate, and execute with excellence. Franchise executives know this better than most. Trying to do these vitally important things and grow revenue is even more difficult in the midst of overwhelming demands, distractions, crises, and more. It can be hard work to represent the brand effectively, develop leads, build long-term winning strategies, foster key relationships, and improve systems.  In this session, be prepared to learn the measurable processes to consistently make high value decisions; focus attention in the midst of unprecedented distractions; and create the energy required to execute with excellence.


Presenter: Kory Kogon, Global Productivity Practice Leader, FranklinCovey
Co-Presenter: Suzette Blakemore, CFE, Managing Director, FranklinCovey

Time Start
09:00 am
Time End
05:00 pm
Session Title
Fran-Guard™ - IFA’s Franchise Sales Management and Compliance Program
Session Summary

300 CFE Education Credits

IFA Fran-Guard™ is IFA's Franchise Sales Management and Compliance program. Through this program, we demonstrate the business case for compliance and how a culture of compliance will help you and your staff build a vibrant company while assisting you to protect your system and avoid costly mistakes. This session is especially designed for senior executives to show how you can take proactive steps to reduce risks, manage growth, and build a stronger, healthier franchise system.

Presenters: 
Cynthia Gartman, CFE, Publisher, Seniors Blue Book of South Central, PA
Richard Morey, CFE, Partner, DLA Piper LLP (US)
Will Woods, CFE, Partner, Baker McKenzie

Time Start
09:00 am
Time End
05:00 pm
Saturday, February 8

Session Title
Fran-Guard™ - IFA’s Franchise Sales Management and Compliance Program
Session Summary

300 CFE Education Credits

IFA Fran-Guard™ is IFA's Franchise Sales Management and Compliance program. Through this program, we demonstrate the business case for compliance and how a culture of compliance will help you and your staff build a vibrant company while assisting you to protect your system and avoid costly mistakes. This session is especially designed for senior executives to show how you can take proactive steps to reduce risks, manage growth, and build a stronger, healthier franchise system.

Presenters: 
Cynthia Gartman, CFE, Publisher, Seniors Blue Book of South Central, PA
Richard Morey, CFE, Partner, DLA Piper LLP (US)
Will Woods, CFE, Partner, Baker McKenzie

Time Start
09:00 am
Time End
05:00 pm
Session Title
FranTogether: How to Create Healthy Franchise Relations
Session Summary

200 CFE Education Credits

It is simply impossible to achieve sustainable success in franchising without healthy franchise relations.

FranTogether is a practical workshop that teaches proven franchise relationship skills and strategies based on cutting edge psychology, decades of real-world experience, and research from hundreds of franchise networks.

You will experience an engaging and impactful day of interactive learning, with lots of opportunity to discuss and share your insights on hot topics of importance to you. You will also learn powerful evidence-based tools and processes for building trust and improving communication at the personal and organizational level.

FranTogether is led by two passionate and respected franchise practitioners - an attorney and a psychologist – both recipients of the prestigious Crystal Compass Award for Franchise Leadership, and both highly experienced in the real world of managing the inherent challenges of franchising.

Whether you are a seasoned CEO, or someone relatively new to franchising, you’ll find this program useful, enjoyable and inspiring.

Presenters:
Brian Schnell, CFE, Partner, Faegre Baker Daniels LLP
Greg Nathan, CFE, Founder, Franchise Relationships Institute

Time Start
09:00 am
Time End
05:00 pm
Session Title
Six Critical Practices of Leading a Team (FranklinCovey)
Session Summary

200 CFE Education Credits

First-level leaders make a significant impact on every metric in your business: employee productivity and engagement, customer satisfaction and loyalty, problem solving and financial performance. They are frequently responsible for the quality of the customer experience, and whether top talent stays or leaves.  People skills typically account for 80 percent of success in this role. Yet many people are promoted because of their technical capabilities and some franchisees become franchisees because of their love of a product or service, not because of their people or leadership skills. The role of the first-level leader, whether new or experienced, has always been tough and today's realities make the role even tougher.

Presenter: Kory Kogon, Global Productivity Practice Leader, FranklinCovey
Co-Presenter: Suzette Blakemore, CFE, Managing Director, FranklinCovey

Time Start
09:00 am
Time End
05:00 pm
Session Title
Taking Your Franchise Global In Interesting Times
Session Summary

200 CFE Education Credits

In 2014, the last year figures are available, US$6.1 billion in fees and royalties were received by U.S. franchisors from their international licensees  A more recent IFA survey of franchisor Members showed that fully 85% were international to some extent or planned to Go Global. Some large U.S. F&B franchisors receive the majority of their profits from international license operations. Even small IFA franchisor Members have gone global in recent years.”

However, a number of surveys indicate that 40% or more of the international franchise agreement unit development schedules are not realized, resulting in lower fees and royalties for the franchisors.

This CFE course will be taught by international executives who have actually done international franchise operations and development and will also include highly experienced international lawyers and consultants. The first part of this course will focus on the why, how, when, where and with whom of taking a franchise global. The second half of the course will focus on how best to train, support and grow international licensees with a goal to show how to realize the highest return on investment over time for Going Global with a franchise brand.

Presenter:
William Edwards, CFE, Chief Executive Officer, Edwards Global Services

Time Start
09:00 am
Time End
05:00 pm
Session Title
Advanced Financial Essentials: Driving Profitable Growth Through Multi-Unit Expansion
Session Summary

200 CFE Education Credits

We all aim to support the profitable growth of franchises and franchise networks. In this session we’ll apply financial tools and skills to establish a pathway to successful expansion through multi-unit ownership. 

We’ll begin by exploring valuation methods and strategies for building business value.  Then, based on your cost structure and the value you seek to build, we will determine the investments and multi-unit growth plan to produce the real returns your investment requires.

We’ll also identify the skills, aptitudes and mind sets of successful multi-unit franchisees and hear how the best in the business create an investor’s mind-set and prepare their franchise system and support teams to facilitate successful multi-unit ownership.  

Each attendee leaves the session with his or her own traction plan aimed at profitable growth through multi-unit expansion.

Presenters: 
Rod Bristol, CFE, Director, Business Development, Profit Soup
Barbara Nuss, President & Founder, Profit Soup
Stuart Donaldson, Profit Soup Australia D/B/A as Banyan Co

Time Start
09:00 am
Time End
05:00 pm

FAQs

Top 8 Questions About the Certified Franchise Executive Program

To contact the IFA Conferences Department, please email

Rose DuPont, rdupont@franchise.org, 202-662-0771

1. Where is the CFE website?

2. How do I log in to see my CFE credits?

3. Where are the online courses?

4. I can’t log in to my online courses—why do I get a message that my username/password are wrong?

5. When must I complete my CFE credits in order to graduate?

6. How long do I have to complete the program?

7. Where can I find information about course offerings?

8. Can you explain the types and difference in CFE credits?

Please Note: NO third party vendors are authorized to sell our convention attendee list, and NO third party vendor is authorized to book hotel rooms through our room block. Be sure to book your reservations for IFA's Convention through the website and phone number listed towards the bottom of this web page or directly through the hotel of choice. Don't be fooled by offers from third party sources indicating that they are officially booking rooms or selling attendee lists for the IFA Convention - they are NOT affiliated with IFA or our convention. Buyer beware many of these offers are fraudulent attempts to solicit money from you for a non-existent reservation or list.