2026 SCALE Agenda

Two days, hour by hour.

Every session below is taught, not pitched — built around the real decisions that come with growth, capital, and transactions.

*Please note: schedule is subject to change.

Wednesday, November 18  Â· 2:00 – 5:30 PM

TimeSession
2:00 – 2:25 pm Opening General Session · Keynote
Speakers: Matt Haller, President & CEO, IFA; Pamela Hendrickson, Chief Operating Officer, The Riverside Company
2:25 – 3:05 pm The State of the Market · Keynote & Presentation
Moderator: John Teza, CEO, Janus Brands ,Inc.
Speakers: Darrell Johnson, CEO, FRANdata; Rick Morey, Partner, DLA Piper LLP (US)
3:05 – 3:25 pmBreak
3:25 – 4:05 pm
Concurrent Breakout Sessions
For Franchisors
Choosing the Right Capital Partner
Moderator: Lisa Plonka, CPA, CFE, Partner & Franchise Practice Leader, Plante Moran
Speakers: Christina Russell, CFE, Board Member, Scenthound Franchising LLC; Stew Campbell, KML Partners; Omar Soliman, CEO, College Hunks Hauling Junk
For Franchisors
What Matters to Investors
Moderator: Larry Weinberg, Partner, Cassels Brock & Blackwell LLP
Speaker: Emma Dickison, CFE, CEO & President, Home Helpers Home Care
For Investors
Investing in Franchise Systems: Managing Relationships and Ownership Transitions
Moderator: Brian Schnell, Partner, Faegre Drinker Biddle & Reath LLP
Speaker: Ron Gardner, Managing Partner & Franchise Attorney, Dady & Gardner, P.A.
4:05 – 4:25 pmBreak
4:25 – 4:45 pm Real Deal #1 · Fireside Chat
Speakers: Dave Mortensen, Co-Founder & Board Member, Purpose Brands; Omar Simmons, Managing Partner, Ignite Fitness Holdings
4:45 – 5:30 pm Roundtables

Thursday, November 19  Â· 7:30 AM – 12:00 PM

TimeSession
7:30 – 8:15 am A Step-by-Step Tour Through a Private Equity Transaction · Panel
Moderator: Michael Iannuzzi, CFE, Partner - Franchise Practice Leader, Citrin Cooperman
Speaker: Patrick Galleher, Managing Partner, Boxwood Partners, LLC
8:15 – 8:35 am Real Deal #2: Navigating Difficult Situations · Fireside Chat
Moderator: Amy Cheng, CFE, Partner, Cheng Cohen LLC
Speaker: Phil Piro, Principal, Princeton Equity Group
8:35 – 9:05 am To Be Announced
9:05 – 9:25 amBreak
9:25 – 10:10 am Choosing a Partner: Aligned Expectations · Panel
Speaker: Mary Thompson, CFE, CEO, BNI Global
10:10 – 10:30 amBreak
10:30 – 11:15 am The Intricacies of a Deal · Presentation & Panel
Moderator: Matt Gruenberg, Partner, DLA Piper LLP (US)
11:15 – 11:35 am Real Deal #3: The Day After the Check Arrives · Fireside Chat
Speaker: Rob Price, CEO, Youth Enrichment Brands
11:35 am – 12:00 pm Close
Speaker: Matt Haller, President & CEO, IFA