Finance Track Agenda - IFA 2022 Annual Convention

Finance Agenda Header


We want you at the most important franchising event of the year – the IFA’s 2022 Annual Convention.

With over 50 compelling sessions and countless networking opportunities, figuring out your daily game plan can quickly become overwhelming. And you’re probably thinking…what’s in it for me?

As a Finance professional, this recommended schedule is a great place to get started with determining how to spend your time and get the most value out of your investment in joining us this February. 

Friday 2.25 UD

9:00 AM - 5:00 PM         Concurrent ICFE Special Sessions
Whether you're a new CFE Candidate or a current CFE working towards recertification, ICFE Special Sessions give you the opportunity to gain hundreds of CFE Education Credits in a short period of time. During the two-day Special Sessions, you're in store for a wealth of knowledge through engaging courses. By attending sessions on both Friday and Saturday, you can earn up to 500 CFE credits. For more information on the available courses, please click hereWant to learn more about becoming a Certified Franchise Executive, the industry gold standard? Click here.

Sat 2.26

8:00 AM – 6:00 PM        Registration Desk Open

9:00 AM - 5:00 PM         Concurrent ICFE Special Sessions
For more information on the available courses, please click here.


9:00 AM – 12:00 PM      Emerging Franchisor Bootcamp
Does your brand have 100 units or less? This exclusive workshop will be a working session that will maximize time spent on problem-solving real issues. Each emerging franchisor will receive mentoring and peer input to a key business problem. This input will also help participants more effectively choose convention sessions and events that will further help them solve important issues. Additional fee applies.

12:00 PM – 4:15 PM       Annual Leadership Conference
Modern Leadership - Embracing New Ways of Being, Knowing, and Doing. The 2022 Annual Leadership Conference will feature franchise leaders who are embracing a new style of leadership to accelerate transformation for the future. From consumer and employee brand relevance, to changing workplace environments, to the necessary evolution of profitability models -- learn what they’re doing and how you too can become a modern leader. Lunch and Reception included. Additional fee applies.

4:40 PM – 6:00 PM         New Member & First-Time Attendee Briefing and Reception
Is this your first time at an IFA Annual Convention? Have you recently joined IFA as a Member? Stop by this briefing on IFA and Convention tips and tricks from veterans and franchising professionals. The briefing will run from 4:40 pm – 5:00 pm and be followed immediately by the New Member & First–Time Attendee Reception with IFA Committee Meet Ups where attendees can learn more about all IFA Member Committees and how to get involved.

6:00 PM – 7:30 PM         2022 Opening Reception
Join us and Cheers! as we kick off the start of IFA’s 2022 Convention with a bang! Don’t miss this first opportunity to network with your peers.

7:00 PM – 9:00 PM         New Member & First-Time Attendee Dine Arounds
Need help taking the first step in forging new business relationships? New this year, IFA will be creating 2 small groups of 10 to dine at a nearby restaurant. Get a taste of San Diego while creating bonds with your fellow attendees. Open to New IFA Members or First-Time Convention Attendees Only. Additional fee applies.

Sun 2.27

7:00 AM – 6:00 PM        Registration Desk Open

6:30 AM - 7:45 AM         Prayer Breakfast
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. Additional signup required.

8:00 AM - 10:00 AM       Opening General Session
Our opening general session will celebrate the VetFran 30th Anniversary and the IFA Major Award Winners. This session will include a motivational keynote speaker and franchise veteran speakers

10:00 AM – 10:30 AM    Morning Break in Exhibit Hall
All registered attendees are welcome to come take a look at the latest and greatest in products, services and systems available from our Exhibitors! The IFA Exhibit Hall offers something for everyone. This year, all provided meals will take place in the Exhibit Hall, offering attendees many chances to meet all 2022 Exhibitors.

10:30 AM – 11:15 AM    Education Session
We recommend you attend the below educational session during this time.

Growth Capital to Move to the Next Level: Funding Options and Best Practices
Many franchisors operate on a shoestring budget. This session will address the challenges and opportunities for franchisors, who are seeking new funding solutions to expand their business.

Speaker: Mark Cottle, Executive Vice President, Lendio Franchising, LLC

11:15 AM – 5:00 PM      Foundation Community Service Project
Stop by throughout each day of Convention to participate in this year’s Franchising Gives Back Service Project – no pre-registration required! Service project to be announced soon.

11:45 AM – 12:30 PM    Education Session
We recommend you attend the below educational session during this time.

Mergers and Acquisitions
What's going on in the market. How are franchisors valued? What is driving interest?

Moderator: Tim Courtney, CFE, VP, Franchise Development, PuroClean, Inc.
Speakers: Landon Eckles, CEO, Clean Juice Franchising, LLC; Josh Skolnick, Founding Partner, SVHB Marketing LLC/Horse Power Brands

12:30 PM – 1:45 PM       Networking Lunch with Exhibitors 
(Doors open at 12:15pm with lunch service at 12:30pm)

1:45 PM – 3:30 PM         Intensive Summit
We recommend you attend the below Summit during this time.

Financial Summit: Financing Strategies for Franchise Development
This session will offer best practices for financing new franchisees with an emphasis on financial products that best fit based on Item 7 investment requirements.  Process and pre-qualification will be discussed, along with development schedules, expansion and resale transaction tips.

  • Part 1: Financing Strategies for Franchise Development - Investment Sizes under $350k
    • SBA Loan Options
    • 401k ROBS Options
    • Other Options

Moderator: Ron Feldman, CFE, CDO, ApplePie Capital, Inc.
Speakers: Geoff Seiber, CEO, FranFund; Jonathan Theissen, CDO, Home Franchise Concepts

  • Part 2: Financing Strategies for Franchise Development - Investment Sizes over $350k
    • SBA Loan Options
    • Conventional Loan Options
    • Multi-Unit Options

Moderator: Randy Jones, Head of Originations, ApplePie Capital, Inc.
Speakers: Paige Robinson, CFE, Director, Franchise Development, American Family Care; Ron Stilwell, CDO, FullSpeed Automotive   

3:30 PM – 4:00 PM         Afternoon Break in Exhibit Hall

4:00 PM – 5:00 PM         Education Session
We recommend you attend the below educational session during this time.

Financial Analytics: Tools and Best Practices for Franchisee and Franchisor Profitability
Franchisors often struggle to keep a finger on the pulse of profitability and other key financial metrics of their franchisees, as well as the franchisor. This session will focus on best practices and success stories among franchisors, who have used financial analytics to maximize the financial success of their franchise.

Speaker: Jeff Lewis, Assistant Vice President of Franchise Support, Propelled Brands

5:00 PM – 6:00 PM         Chairman’s Reception with Exhibitors


5:00 PM – 6:00 PM         CFE Celebration with 2021 & 2022 Graduates
Whether you are a current CFE or celebrating your graduation this year, join us to network with others who have achieved the designation and toast to those who have just completed! Open to all current CFEs and the graduating classes of 2021 & 2022 only.

Monday 2.28

7:00 AM – 6:30 PM        Registration Desk Open

7:30 AM – 8:30 AM        Breakfast with Exhibitors

8:30 AM - 10:00 AM       General Session
Monday’s general session will highlight 2021 and 2022 CFE graduates, share a franchisor brand story and highlight a keynote speaker with a focus on diversity, equality, and inclusion.

10:00 AM – 10:45 AM    Morning Break in Exhibit Hall

10:00 AM – 5:00 PM      Foundation Community Service Project

10:45 AM – 11:30 AM    Education Session
We recommend you attend the below educational session during this time.

Tax Tips & Traps of Expanding and Taking on Investors in Today’s Market
This session will address topics such as cost segregation, deducting expansion costs and items to plan for when new investors enter your entity.

Speakers: Doug Curtis, Partner, Specialty Tax Services, BDO USA, LLP; Dana Zukofsky, Director, BDO USA, LLP

11:30 AM – 1:30 PM      Networking Lunch with Exhibitors

1:30 PM – 2:15 PM         Education Session
We recommend you attend the below educational session during this time.

How to Conduct a Whole Business SecuritizationSecuritization is a financing tool successfully used by large franchisors over the past 20 years to dramatically reduce borrowing costs. It is a complex financial transaction that requires a broad array of knowledge and skills. Learn from some of our nation's leading securitization experts how a successful whole business securitization is planned, structured and carried out.

Speaker: David Oppenheim, CFE, Shareholder, Greenberg Traurig

2:15 PM – 3:00 PM         Afternoon Break in Exhibit Hall

3:00 PM – 5:20 PM         Thought Leadership Roundtables
(Previously known as Business Solution Roundtables)
Hosted by franchise executives and Supplier Forum members, don’t miss this unique opportunity to sit down at a roundtable of 10-12 people and exchange ideas, challenges, solutions and best practices with some of franchising’s most accomplished CEOs, presidents and COOs. Pose questions and listen to their success stories, lessons learned and innovative business solutions.

5:00 PM – 6:30 PM         IFA Block Party
Don’t miss your last chance to network with our 2022 Exhibitors and learn about the products, services and systems they have to help your business.

9:00 PM – 12:00 AM      IFA Unplugged
After dinner, close out your evening with a little dancing or a nightcap at IFA Unplugged!

Tues 3.1 UD

8:00 AM – 11:30 AM      Registration Desk Open

8:00 AM – 10:00 AM      Foundation Community Service Project

8:30 AM – 9:45 AM        Specialty Seminars
These are concurrent deep-dive sessions on specific initiatives the IFA and IFA Foundation support. Learn how your business or system can participate in and/or support these efforts! Choose whichever session interests you the most.

  • C-Suite Think Tank & Forum Exchange (Open to Franchisor C-Suite Executives Only)
  • VetFran: Winning the War for Talent: Tapping into the Veteran Pipeline
  • DE&I: Recruiting and Supporting Diverse Entrepreneurs
  • Franchising Gives Back: Integrating Philanthropy into Your Franchise’s DNA

10:00 AM – 11:30 AM    Closing General Session
Our final general session will celebrate the Franchisee of the Year award winners with keynote speaker messages focused on workforce development and engagement.

Want to see all educational sessions and events that IFA’s Annual Convention has to offer?

Questions? Call 202-662-0763 or email