Connect. Innovate. Evolve. #IFA2015 #IFA2015 #IFA2015 WHY ATTEND? At #IFA2015, you will: • CONNECT with leading franchise executives who will share their stories of success, mistakes and lessons learned. There is no better venue than IFA 2015 to increase your knowledge and portfolio of contacts. • Discover the latest INNOVATIONS in the marketplace for taking your franchise system to the next level. How can these innovations change the way you run your business? How can you be more efficient? How do you make your brand stand out and appeal to new customers and new franchisees? Innovation is the key to success and you will learn strategies and trends that will inspire you back home. • EVOLVING and staying ahead of the curve is crucial in today’s competitive environment. IFA 2015 features creative ways to evolve your brand so you can grow, increase your customer base and increase your bottom line. It’s time – your time – to make a change and IFA 2015 will show you the way. • Meet cutting-edge, smart and savvy supplier members in our Exhibit Hall who can help build your brand and provide solutions to better your business. • Hear from first-class business and thought leaders during our high-energy and dynamic general session programs. These are unique venues for gathering thousands of franchisors, franchisees and suppliers to the industry – we will unite and discuss the state of franchising and how we can rally together to protect our time-tested and proven business model. • Engage in in-depth discussions during interactive concurrent sessions and business solution roundtables on topics ranging from operations, franchise relations, digital marketing & technology, sales & development, international development and more! Our sessions will provide real nuggets of take-home value that will make a difference for your brand. • Get to know other franchise professionals at a variety of networking events like the one-and-only Taste of Franchising. Everyone is experiencing the same challenges and IFA 2015 will allow time for you to meet your fellow attendees to gain insights, talk through your challenges while making new friends. • Have fun, learn new business practices and feel inspired! Dear Colleagues, We would like to invite you to Las Vegas to join thousands of franchise business leaders at the 55th IFA Annual Convention, February 15-18, 2015, for what will be the most rewarding and entertaining meeting you will attend all year. This year’s Convention theme is “Connect. Innovate. Evolve.” In light of current legislative, regulatory and economic pressures, now, more than ever, it is essential that we expand our networks and strengthen our existing connections to unite our industry and promote innovation. IFA’s Convention— specifically designed for franchisees, franchisors and our steadfast supplier partners that support the franchise industry—is the forum to build and enrich these relationships and ideas. The program will provide information and tools that will allow the franchising community to continue evolving, while we remain diligent and resilient as an industry against the multiple efforts to damage the franchise model. As always, IFA’s Convention will draw top speakers who will share best practices as the industry continues to work its way out of these still challenging economic and public policy times. Our Convention is filled with educational sessions, roundtables, summits and mini-super sessions designed to give you the latest trends and information in the areas of franchise relations, management and leadership, financing, multi-unit growth, international growth, franchise development, social media and more. You’ll also find the industry’s premier exhibit hall showcasing nearly 250 companies offering state-of-the-art tools and resources that franchise professionals need to grow their business. The Convention Committee has done an excellent job filling the program with top-flight speakers, high-level interactive programming, energizing roundtables, and the best networking anywhere. Our sincere congratulations to the committee for making the 55th IFA Annual Convention a must-attend event. You don’t want to miss the best franchising event of the year. Register today at convention.franchise.org, or use the form found at the back of this brochure. We look forward to seeing you in Las Vegas in February, where we will deliver another meaningful program for our great industry. Stephen J. Caldeira, CFE President & CEO International Franchise Association 2 convention.franchise.org#IFA2015 Stephen Joyce IFA Chairman CEO, Choice Hotels International TABLE OF CONTENTS 4 SPONSORS 5 SCHEDULE-AT-A-GLANCE CONNECT Connect with other franchise professionals through a variety of collaborative and interactive networking events. 6 INNOVATE 7 GENERAL SESSIONS 7 8 8 8 10 Programming for summits and breakout sessions are grouped together by areas of focus. Areas of focus are denoted below by color-coding and can also be found on the Schedule-At-A-Glance. ANNUAL LEADERSHIP CONFERENCE EDUCATIONAL SESSIONS BY TRACK GENERAL FINANCE FRANCHISE DEVELOPMENT FRANCHISE RELATIONS FRANCHISEES NEXTGEN IN FRANCHISING INTERNATIONAL LEGAL OPERATIONS MARKETING & TECHNOLOGY EVOLVE MINI SUPER SESSIONS 2015 LIST OF EXHIBITORS CONNECT, INNOVATE, EVOLVE...AND MORE! REGISTRATION INFORMATION Registration and hotel information, Mobile app and more! 11 13 14 15 15 16 17 18 19 20 “ “I urge anyone who is driven to grow and develop their franchise brand to make the IFA Convention a “must attend” event every year. After 20 years in franchising - and having attended the Convention almost every year I have always come away with valuable input that I could put to use immediately to help grow and develop my franchise system.” ” -Rosemarie Hartnett, CFE President, abrakadoodle “ “I’m taking back a lot of great information and things that we can use in our franchise organization day in and day out and passing that along to the other members of my team.” -JIM TATeM President, Signarama ” 21 22 CONNECT • INNOVATE • EVOLVE3 chicken THANK YOU TO OUR SPONSORS ® EST OF THE EST UALITY General Session Production Opening General Session Speaker Tuesday Super Session` Hall of Fame Award Sponsor Tower Escalator Run Executive Committee Dinner Mobile App Wednesday Super Session Keynote Speaker Lobby Banners Convention Program Book Franchise Party Title Sponsor Registration Bags Mobile App Title Sponsor Wednesday Super Session Entrepreneur of the Year Award Taste of Franchising Title Sponsor` Leadership Conference Lunch Opening General Session Speaker Bonny LeVine Award Event Sponsor Technology Summit Ronald E. Harrison Award VetFran Chairman’s Corps Reception Convention Badge Lanyards Opening General Session Leadership Conference Program Leadership Conference Program International Reception Board of Directors’ Dinner Convention At-A-Glance Pocket Guides New Member and First Timer Reception Convention Badge Lanyards ® Franchise Development Summit Crystal Compass Award Exhibit Hall Footprints Mobile App International Reception Business Solutions Roundtables New Member and First Timer Reception International Summit - Track 1 “You Are Here” Signs Lobby Banner Guest Room Drops TOF Cash Sponsor Board of Directors’ Amenities International Lounge Leadership Conference Program Escalator Run Escalator Runs Small Screen Promotions Exhibit Hall Footprints Scooters Scooters Leadership Conference Reception Gift Certificates This list is current as of press time. For sponsorship opportunities please contact Lynette James at [email protected] or 202-662-0782. Registration Lounge/Email Kiosks/ Print Stations Business Solution Roundtables FranPAC 365 Club Event Twitter Feed TOF Cash Sponsor Exhibit Hall Footprints Registration Lists Registration Lists SCHEDULE AT-A-GLANCE FRIDAY, FEBRUARY 13, 2015 9:00 am – 5:00 pm World Franchise Council Meeting* 7:00 pm World Franchise Council Dinner* SATURDAY, FEBRUARY 14, 2015 7:30 am – 10:00 am ICFE Registration 8:30 am – 5:30 pm Concurrent ICFE Special Sessions** 9:00 am – 5:00 pm World Franchise Council Meeting* 11:30 am – 4:30 pm Franchising Gives Back** 11:30 am – 1:00 pm ICFE Special Session Lunch** 7:00 pm Executive Committee Dinner (by invitation only) 7:00 pm World Franchise Council Dinner* SUNDAY, FEBRUARY 15, 2015 7:00 am – 7:00 pm Registration 8:00 am – 10:00 am VetFran Committee 8:00 am – 10:00 am Membership Committee 8:00 am – 10:00 am Legal Legislative Committee 8:00 am – 10:00 am Marketing & Information Technology Committee 8:00 am – 10:00 am Diversity Institute Advisory Board 8:00 am – 10:30 am Finance Committee 8:30 am – 10:30 am Women’s Franchise Committee 8:30 am – 5:30 pm Concurrent ICFE Special Sessions** 10:00 am – 12:00 noon Franchise Relations Committee 10:00 am – 12:00 noon Franchising in the Social Sector Task Force 10:00 am – 12:00 noon IFA Executive Committee 11:30 am – 1:00 pm ICFE Special Sessions Lunch** 11:30 am – 12:45 pm Leadership Conference Lunch** 12:00 noon – 5:00 pm IFA Board of Directors’ Meeting 1:00 pm – 5:45 pm Annual Leadership Conference** FINANCEINTERNATIONALMARKETING & TECHNOLOGY FRANCHISE DEVELOPMENTLEGALFRANCHISEES FRANCHISE RELATIONSOPERATIONSGENERAL 3:00 pm – 4:00 pm Supplier Forum Orientation 4:30 pm – 5:30 pm New Member Orientation 5:30 pm – 6:30 pm New Member and First-Time Attendee Reception 5:30 pm – 6:30 pm NextGen in Franchising Reception 6:30 pm – 8:30 pm Taste of Franchising 8:00 pm – 10:00 pm IFA Board of Directors’ Dinner with the World Franchise Council (by invitation only) MONDAY, FEBRUARY 16, 2015gistration 7:00 am – 7:00 pm Registration 7:00 am – 7:30 am Supplier Forum Executive Committee 7:15 am – 8:45 am Prayer Breakfast** 7:30 am – 9:00 am Supplier Forum Advisory Board & Membership Meeting 8:00 am – 10:00 am Franchisor Forum 9:00 am – 12:00 noon International Summit – Track One 9:00 am – 12:00 noon International Summit – Track Two 9:00 am – 12:00 noon Franchisee Leadership Summit 9:00 am – 12:00 noon Digital Marketing & Technology Summit 9:00 am – 12:00 noon New Markets Summit 9:00 am – 12:00 noon NextGen in Franchising Summit 9:00 am – 12:00 noon Elements of Successful Franchising 9:00 am – 12:00 noon Franchise Relations Summit 9:00 am – 12:00 noon Financial Summit 9:00 am – 12:00 noon Franchise Development/ Sales Summit 9:00 am – 11:00 am Past Chairmen’s Council 10:30 am – 12:00 noon Mini Super Sessions • Getting Your Front Line to Care About Your Bottom Line: How Great Leaders in Franchising are Attracting Superstar Employees and Motivating them to Perform Better, Work Harder, and Stay Longer • The C-Suite With Jeffrey Hayzlett • 7 Traits of a Successful Leader 11:30 am – 12:30 pm FranPAC VIP Reception** 12:30 pm – 2:30 pm Opening General Session & Luncheon 2:45 pm – 4:15 pm CONCURRENT SESSIONS • International - News From Around the World • Milestone & Mindsets: How to Generate Qualified, Coachable Candidates Who Become High-Performance Franchisees • SF Best Practices Workshop: Effective Use of Outsourced Suppliers • Best Practices for Newer Franchisors • Preventing Fraud – How Secure Are Your Company’s Assets? • Recruiting and Hiring “Best Practices” of Veterans & How a Franchise Brand Can Better Engage • Getting Things Done: Creating a Culture of Execution and Accountability • Employees Make or Break Your Brand: Real Life Lessons from Undercover Bosses • Failure is Not an Option: How to Get Past Tragedy to Triumph • How to Adapt Your Franchise Sales Process to Changing Buyer Behavior • Harnessing the Power of Your System: How to Gain Franchisee Support for Strategic Initiatives • From Strategy to Execution: Delivering Super-Charged Grand Openings • Think Big: Creative Social Media Campaigns • The Meeting of the Future: It’s An Art and a Science • Casting a Wider Net – The Rules of the Road to NonTraditional Venues • People-The Essential Element for Growth • Convention Strategies—Retention, Growth and Changed Outcomes; Are You Getting Results from Your Annual Meeting? • Social Sector Franchising • Franchising Under Attack: How Recent & Proposed Legislation Affects Your Bottom Line • Where is The Point of No Return in Guiding Franchisees in People Matters? • Human Productivity – The Secret Sauce of the Successful Franchisor • Referral Networks: Maximizing Growth and Candidate Quality from this Important Lead Source • SF Best Practices Workshop: Cyber Security & Data Privacy Protection: Practical Steps to Manage This Potentially Brand Threating Risk • Marketing Best Practices for Driving More Leads and Sales: SEO, SEM, Mobile, Social Media and Reputation Management • How to Win Customers from Rivals: Using Technology to Gain an Advantage • Settling Franchise Disputes: Business Solutions to Legal Claims • Improving Franchisee Performance & Profitability (Managing Financial Performance at the Unit Level) • CEO Best Practices Roundtable Session • Property. People. Protection • Point of View: Inspiration & Insights from Successful Athlete Franchisees 2:45 pm – 4:15 pm NextGen in Franchising Roundtables 4:30 pm – 6:30 pm International Committee Meeting 4:30 pm – 8:00 pm Chairman’s Reception w/ Exhibitors 8:00 pm – 9:30 pm International Reception 8:00 pm – 9:30 pm VetFran Chairman’s Corps Reception 12:00 noon – 2:30 pm Networking Lunch with Exhibitors 1:00 pm – 2:30 pm EF Board of Trustees & Capital Campaign Committee 1:00 pm – 2:30 pm Franchisee Forum 1:15 pm – 2:15 pm International Delegations Meeting 2:45 pm – 4:45 pm Business Solution Roundtables 5:00 pm – 7:00 pm Reception with Exhibitors 8:00 pm – 11:00 pm Franchise Party TUESDAY, FEBRUARY 17, 2015 WEDNESDAY, FEBRUARY 18, 2015 7:00 am – 6:00 pm 8:00 am – 10:00 am 10:15 am – 11:45 am Registration Super Session w/ Continental Breakfast CONCURRENT SESSIONS • Kiss, Bow or Shake Hands: Negotiating, Managing and Communicating Internationally • SF Best Practices Workshop: Nontraditional Sources for Franchise Leads • Optimizing Franchisor and Franchisee Performance Through Good Communications 7:00 am – 10:30 am Registration 8:00 am – 10:00 am Super Session w/ Continental Breakfast 10:00 am – 11:30 am ICFE Board of Governors 10:15 am – 12:15 pm Business Solution Roundtables 12:15pm Convention Adjourns * Open to World Franchise Council Members Only ** Events with separate registration and/or fee required CONNECT • INNOVATE • EVOLVE5 CONNECT. VetFran Chairman’s Corps Reception New Member & First Time Attendee Reception Sunday, February 15 5:30pm – 6:30pm New IFA members and first-time convention attendees are invited to get acquainted with their franchise community colleagues, meet their Ambassador and other IFA Leaders and find out how to make the most of their IFA membership and Convention experience! Taste of Franchising Sunday, February 15 6:30pm – 8:30pm The Taste of Franchising is one of the most popular events during the IFA Annual Convention. It is the first opportunity for attendees to catch-up with old friends and meet new contacts during the unique networking reception that showcases the many savory and sweet delights franchise companies have to offer. Franchisor members generously provide branded food and beverage items making this the perfect beginning to your convention experience. If you would like to participate in the Taste of Franchising to showcase your product or to increase your visibility within the franchise community, please contact Catherine Murphy at 202-662-0786 or [email protected]. Title Sponsor Prayer Breakfast Monday, February 16 7:15am – 8:45am 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. Please join Past IFA Chairman and Managing Partner for Insight to Execution, Michael Isakson, for reflection and preparation for the full day ahead with his presentation of “Servant Leadership”. The Prayer Breakfast is offered on a complimentary basis to the first 400 fully-registered convention attendees on a first-come, firstserved basis (advance registration is requested) Sponsored by: Co-Sponsored by: Mike & Jinny Isakson Mike & Dina Owens Brian & Sally Oxley Todd Recknagel Ken & Vickie Walker Ben Litalien HomeTask.com Parable Christian Stores MSA Worldwide Join thousands of other franchise professionals at one or more of our unique networking events and make connections that will help your business last a lifetime. Two Men And A Truck Servant Systems Tasti D’Lite 6 convention.franchise.org#IFA2015 Monday, February 16 8:00pm – 9:30pm Please join the Chairman’s Corps reception honoring our veterans and celebrating the success of VetFran’s Operation Enduring Opportunity campaign. Thanks to the efforts of VetFran members, and our sponsors, IFA has reached its goal of helping 80,000 veterans and military spouses start careers in franchising. IFA honors our nation’s heroes with respect and action -- offering opportunities to help veterans become leaders of our civilian economy and, through franchising, create the jobs America needs. We are excited to highlight some of the leading companies that have made this program a success. International Reception Monday, February 16 8:00pm – 9:30pm INTERNATIONAL COMMITTEE Network with leaders in international franchising at this reception to make connections and learn about trends and developments in franchising across borders. Attendees will be key players in international franchising including members of the World Franchise Council, international investors, high-level franchisor executives and U.S. Commercial Service staff. All registered Convention participants are welcome to attend. Franchise Party Tuesday, February 17 8:00pm – 11:00pm You asked for more engagement, more networking time at the convention and we listened! Join us on Tuesday evening to network and mingle with fellow convention-goers at our all-new revamped Franchise Party. Join us on the MGM Pool Deck for a fabulous Las Vegas style party where you can relax and get to know other franchise professionals while sampling the best of the MGM Grand’s restaurants. At IFA 2015’s party, you can connect and expand your portfolio of contacts; forge new relationships and learn what innovations your peers are capitalizing on to gain an edge; talk to your colleagues and discover new trends and strategies so you can evolve your brand and be more successful in the future. You can’t miss it! This will be the franchise party of the year! INN VATE. NEW THIS YEAR! General Session Host ALEXIS GLICK Alexis Glick, Former Anchor and Vice President of Business News, will serve as a facilitator for the General Session programs and bring her knowledge and business experience to the stage. While at Fox Business Network Glick helped launch the largest cable news network in history and anchored Money for Breakfast and The Opening Bell. Prior to joining FOX, Glick served as a correspondent for The Today Show and co-anchored the third hour of that program. Before her stint at NBC News, she was the senior trading correspondent for CNBC and reported from the floor of the New York Stock Exchange, providing live daily updates for Squawk Box. Business Journalist Former Anchor and Vice President of Business News, FOX Business Network GENERAL SESSIONS CONVENTION 2015: CONNECT. INNOVATE. EVOLVE. IFA’s general sessions offer exciting, compelling programming that meet the wide-ranging needs of our diverse membership. At the general sessions, attendees will Connect with their peers, learn new ways to improve and Innovate for business success and gain best practice tips from some of the most qualified and experienced speakers. Our Opening General Session Monday afternoon will kick-off our 55th Annual Convention and feature powerhouse speaker Mike Duke, Retired CEO of Walmart, discussing what it takes to be an inspiring and effective leader in today’s challenging environment. Attendees will become aware of how to face the challenges and problems that threaten their businesses head-on. After attending one of our general sessions, you will be motivated to Evolve and take your business to the next level! GENERAL SESSION SPEAKERS MIKE DUKE Retired CEO of Walmart, Chairman of Walmart’s Executive Committee of the Board of Directors Ranked No. 10 on Forbes’ list of “The World’s Most Powerful People” in 2013, Mike Duke built his expertise by learning from and interacting with everyone from Walmart customers around the world to officials in the highest levels of government. Duke led the world’s largest retail business and largest private employer from 2009-2014. While having retired from the company, he continues to work with Walmart as the Chairman of their Executive Committee. During our Opening General Session, he will share his insights on how to create a lasting corporate culture that values integrity, responsibility, inclusion, and innovation. From communication, training, and information sharing to incorporating culture into everyday management activities, he will take a look at how culture is top-down driven (and how managers should handle this), how to address variants from culture, and how to deal with differences in how business is done in other countries. PAUL BROWN CEO, Arby’s Restaurant Group During the Tuesday Super Session, Paul Brown will share his extensive experience in leading brands from his roles at Hilton Worldwide, Inc., InterContinental Hotels Group and now as CEO of Arby’s Restaurant Group. Brown will inspire your own brand’s innovation by sharing how he has focused his team on building the Arby’s system and taking its revitalization to the next level over the past year and now into the future. You’ll walk away with real-world information that you can bring back to your business - such as how this iconic brand has sustained 16 consecutive quarters of positive same-store sales that helps Arby’s keep their loyal franchisees. You don’t want to miss this rising star’s perspective on the franchise industry! SALIM ISMAIL AWARD PRESENTATIONS The most prestigious awards in franchising will be presented at our General Sessions. Join us for the following to celebrate some of franchising’s best and brightest: Hall of Fame Award Monday, February 16 Bonny LeVine Award Wednesday, February 18 Entrepreneur of the Year Award Tuesday, February 17 Ronald E. Harrison Award Wednesday, February 18 Technology Strategist and Executive Director of Singularity University, Former Vice President of Yahoo! This final Super Session is a must-attend! Salim Ismail is the director of Singularity University and a former Yahoo! executive who built and sold his company to Google. The author of Exponential Organizations, he works to solve humanity’s greatest challenges as he looks at how to innovate, turn cutting edge ideas into thriving startups, and apply leading-edge thinking to invigorate entire industries. He shares informative, entertaining, and downright jaw-dropping insights on the future of technology and its social impact—all while showing us how these changes are creating opportunities along the way. He will look at today’s fastest growing technologies and the social impact they will have on organizational, political, legal, educational, and medical systems. From artificial intelligence to biotech, Salim will share how these technologies are changing the face of many industries and creating new innovations and opportunities. CONNECT • INNOVATE • EVOLVE7 SUNDAY, FEBRUARY 15, 201511:30am – 5:45pm ANNUAL LEADERSHIP CONFERENCE Beyond the Blunders: From Mistakes to Great Joan Collins once said: “Show me a person who has never made a mistake and I’ll show you someone who has never achieved much.” Successful leaders will grow not only from their mistakes but also from examining and learning from mistakes made by others. As leaders in your organization, how do you use mistakes to refine relationships, develop a unified company culture with a strong level of accountability all while encouraging your system to rally around one vision that leads to overall growth? Join some of franchising’s top leaders in a candid discussion about how mistakes can serve as a platform for success. Participate in a real-world case study roundtable session where you will engage with other attendees to brainstorm solutions to a unique challenge presented by a well-known franchise executive. You will walk away with tangible solutions that will help you be a better leader and strengthen your relationships and overall business. Missing this conference will be a big mistake! SCHEDULE OF EVENTS 11:30am – 12:45pm Opening Luncheon featuring the Crystal Compass Presentation 12:45pm – 1:00pm Break 1:00pm – 2:00pm Keynote Address Guest Speaker: Amit Kleinberger, CFE, CEO, Menchie’s Frozen Yogurt Our keynote address will set the stage for an exciting and informative day. We will feature Amit Kleinberger, CEO of Menchie’s Frozen Yogurt, one of franchising’s rising stars who is highly respected for building his brand by developing strong relationships, creating a culture of collaboration and setting a clear vision for the system’s growth and getting the buy-in needed to succeed. Kleinberger will share the tools and strategies he used to his advantage as he learned how to develop his own leadership style. He will discuss the bumps he encountered during his journey, his best practices for overcoming those challenges and what he learned about himself along the way. Kleinberger is truly passionate about franchising and surrounds himself with positive people. You won’t want to miss this riveting presentation during which Kleinberger will share his unique philosophy for leading a franchise system to success. 2:00pm – 2:15pm 2:15pm – 3:15pm Break “Brass Tacks” Council Join us as three experienced senior-level franchise executives take the stage to share their mistakes, lessons learned and best practices in leadership and business development. We will focus on a variety of key areas including: building and managing relationships; corporate culture and how to instill accountability into your everyday operations; managing growth and getting your team to rally around you to follow your vision; and more! Moderator: Nancy Bigley, CFE, CEO, Bottle & Bottega & 2015 Leadership Conference Chair Speakers: John Rotche, CFE, President & Partner, TITLE Boxing Club; Meg Roberts, President, Molly Maid, Inc.; Heidi Ganahl, Founder & CEO, Camp Bow Wow 3:15pm – 4:00pm Roundtable Discussions Participants will 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 before our closing remarks. 4:00pm – 4:10pm 4:15pm – 5:45pm 5:45pm Closing Remarks Networking Reception Conference Adjourns EDUCATIONAL & PROFESSIONAL DEVELOPMENT OPPORTUNITIES Listed on the following pages are the current educational sessions to help you further your business. They are grouped in categories such as “Franchise Relations,” “International” and “Legal” to help you find the sessions that best suit your needs. GENERAL MONDAY , FEBRUARY 16, 2015 9:00AM – 12:00 NOON The 24th Annual Elements of Successful Franchising • What’s happening right now? Trends franchisors are facing today. • What are the characteristics of the up and coming franchises? • How are we affected by the world around us? • Franchisors and Franchisees -The changing patterns of ownership. • Government and Franchising. • Going international: Yes? No? When? Where? How? • Growth trends of the top 200 franchise companies. Speakers: John Hamburger, President, Franchise Times; Rich Greenstein, CFE, Partner & Chairman, Franchise and Distribution Practice, DLA Piper LLP; Phillip Zeidman, Senior Partner, DLA Piper LLP; Melanie Bergeron, CFE, Chair of the Board Two Men And A Truck International, Inc.™ MONDAY , FEBRUARY 16, 2015 2:45PM – 4:15PM Best Practices for Newer Franchisors • Essential building blocks for creating success as a newer franchisor. • The importance of business planning for the younger franchisor. • Effective lead generation strategies to support a small to medium size marketing budget. • Creating an effective franchise sales and qualification strategy. • Strategies for maintaining quality control as the system begins to grow. • Developing an effective support program for franchisees. • Maximizing franchisee relationships. • Business planning with franchisees. • Creating a best-in-class communications strategy with franchisees. • The potential impact of strong third-party vendor programs. Moderator: Dave Hood, President, iFranchise Group Speakers: Robert Stidham, President & Chief Development Officer, Franchise Dynamics, LLC; Scot Crain, Vice President, Franchise Relations, Auntie Anne’s, Inc. The Leadership Conference is developed by the Women’s Franchise Committee and is open to fully-registered convention attendees only. The fee to attend this event is $100. WOMEN’S FRANCHISE COMMITTEE 8 convention.franchise.org#IFA2015 Recruiting and Hiring “Best Practices” of Veterans & How Franchise Brand Can Better Engage Developed by the VetFran Committee • Ranking your Brand to VetFran’s Standards of Excellence. • Veteran Franchise Owners Tell Their Story & Help You Learn What They Want. • Successful Franchisors Recruiting Veterans, Achieve Growth by Doing the Right Things. Getting Things Done: Creating a Culture of Execution and Accountability In this session, we will discuss the following: • Giving accountability a positive connotation within your organization. • Properly evaluating your team to ensure the necessary balance of talent. • Articulating your strategy in a way everyone understands. • Translating budgets into actionable plans that make an impact. • Setting the right expectation. • Striking the balance between developing people and sweating the key details. • Effective performance tracking and recognition. Moderator: Scott Frith CFE, CEO, Lawn Doctor Inc. Speakers: Bryon Stephens, President and COO, Marco’s Pizza; Brian Spindel, CFE, President & COO, PostNet International Franchise Corp. RoseMarie Hartnett, CFE, President, Abrakadoodle Moderator: Joe Lindenmayer, Marine Veteran, President/COO, TSS Photography, Inc. Speakers: Derek Weida, Veteran Franchisee, Anytime Fitness; Jeff Bevis, CFE, President & CEO, FirstLight HomeCare; Jon Rucker, Airforce Veteran, Military Program Manager, Snap-On-Tools Company, LLC; David Posin, Founder/Partner, Soldierfit Franchise, LLC; Danny Farrar, Founder/Partner, Soldierfit Franchise, LLC TUESDAY , FEBRUARY 17, 2015 10:15AM – 11:45AM Supplier Forum Best Practices Workshop: Effective Use of Outsourced Suppliers Developed by the Supplier Forum This discussion allows the suppliers to show the depth of their expertise across the board and franchisors to attest to their results from outsourcing. Most franchisors are SUPPLIER FORUM neither funded properly, nor have the expertise to do everything in house, and the proper use of the appropriate outsourced professionals can enhance their survival/ growth throughout their development. • When outsourcing is appropriate. • The advantages and disadvantages of outsourcing. • How to determine when it’s the best option. • How to choose the best supplier. • How to take the process back in house. Human Productivity – The Secret Sauce of the Successful Franchisor Human Capital – It’s our most precious resource at the Franchisor, Franchisee and Supplier level. We will discuss culture creation, key competencies and best practices in: • Hiring • Training • Coaching/Mentoring • Relationship Development Moderator: Mary Ann O’Connell, CFE, President, FranWise Speakers: Mike Skitzki, CFE, Vice President, TITLE Boxing Club; Larry Myer, VP of New Business Development, F.C. Dadson, SIB, LLC; Adam Robinson, CEO, Hireology, Inc.; Tim Johnson, CFE, President, Process Peak LLC The PAFI Session will examine franchising from the point of view of the successful athlete-franchisee. From recruitment to opening, an athlete panel will share insights, experiences and triumphs. The session will dive into the advantages and drawbacks as well as strategies for success. Participants will be privy to a thoughtful discussion about engaging the professional athlete space as a franchisor. The Session will conclude with the introduction of the Professional Athlete Franchisee of the Year Award. PAFI will honor its first award winner and include a keynote address by the recipient. • Effectively Engaging and Developing Successful Professional Athlete Franchisees • Learn how to successfully engage the professional athlete franchisee • Get a feel for how your brand can become professional athlete-franchisee friendly • Get a first hand perspective from the team behind the professional athlete • Athlete Franchisee of the Year Award Ceremony • Presentation of the 1st Annual Athlete Franchisee Award The Meeting of the Future: It’s an Art and a Science No format is more compelling, drives business results, and cements relationships more effectively than a live meeting. This owned media channel has the power to tell a story that changes behavior. But risk always gets in the way of change; good ends up being good enough. And budgets will never be high enough. What if you could learn a methodology for creating a true meeting experience that incorporates a real theme, engages the audience with video and graphics, takes advantage of shared spaces to create real connections, and elevates your brand all at the same time? And what if you could deploy this skill across and through your organization consistently for your current budget? This session from Leading Authorities, Inc. will share the principles that guarantee strong experience design, best practices from leading conferences like TED and SXSW, techniques for building a shared vision for all event stakeholders, and resources, tips and tactics for staying true to your objectives. Moderator: Cynthia Gartman, CFE, Publisher, Seniors Blue Book Franchising Speakers: Harvey Homsey, CFE, Vice President Franchise Systems, Express Services, Inc.; Kory Kogon, Global Productivity Practice Leader, Franklin Covey; Ken Walker, IFA Past Chairman of the Board Point of View: Inspiration & Insights from Successful Athlete-Franchisees Moderator: Stan Friedman, CFE, President, FRM Solutions Speaker: Helena Lehman, Senior Vice President, Leading Authorities Inc. CONNECT • INNOVATE • EVOLVE9 Franchising at the Bottom of the Pyramid – Solving the Challenges in the Developing World. Developed by the Social Sector Task Force Attendees will learn: • How commercial franchising is dealing with health and quality of life SOCIAL SECTOR TASK FORCE International Franchise Association issues around the world. • How social franchising is creating opportunities for women in the emerging markets. • How mentoring by IFA members is having an impact in the third world? • What the IFA is doing and how you can become involved. Moderator: Marla Rosner, CFE, Senior Consultant, Training and Development, MSA Worldwide Speaker: Greg Starbird, COO, HealthStore Foundation; Julie McBride, Senior Social Franchise Advisor, PSI; Peter Holt, CFE, President & CEO, Planet Smoothie/Tasti D-Lite Property. People. Protection Representatives from Automatic Data Processing Insurance Agency (ADPIA), a leading insurance broker, will discuss key needs and considerations when securing businesses insurance. The 60 minute session will explore what business owners need to know when securing Property & Casualty solutions (including Workers’ Compensation) as well as key Health & Benefit considerations, including the impact of the Affordable Care Act (ACA). Speaker: Jarett Weinpel, Vice President Product Management and Carrier Relations, Automatic Data Processing Insurance Agency CEO Best Practices Roundtable Session (for c-level franchise executives only) • Tools and Tactics on system wide communication, including candid franchisee input and collaboration. • How do you lead and motivate through changing times? • How do you maintain and promote your core values so they resonate throughout your system? • Unit level economics- What best practices have you implemented on gathering this data and how do you use it? • What ‘Best Practices’ do you have in place that lets you know it’s time for an infrastructure change? Moderator: Sam Ballas, CFE, President & CEO, East Coast Wings & Grill Speakers: Shelly Sun, CFE, CEO & Co-Founder, BrightStar Franchising, LLC; Rob Israel, Founder, Doc Popcorn; Meg Roberts, President, Molly Maid, Inc.; Marla Topliff, President, Rosati’s Franchising, Inc. 10 convention.franchise.org#IFA2015 FINANCE MONDAY , FEBRUARY 16, 2015 9:00AM – 12:00 NOON Financial Summit This session will deliver presentations on current finance best practices that specifically relate to franchisees, franchisors, and shareholders. Attendees will have the opportunity to participate in roundtable breakout sessions to share best practices on specific finance related topics. A diverse panel will complete the program by sharing their thoughts and best practices on a variety of subjects including franchise financing, real estate, and franchisor profitability. Speakers: Kathleen Gilmartin, CEO & President, Interim Healthcare, Inc.- Managing the Due Diligence Process with Private Equity Transactions; Stephen Blahunka, Vice President, Financial Advisor- Merrill Lynch Wealth Management - Small Business Retirement Programs; Michael Fieweger, Partner, Corporate & Securities, Baker & McKenzie – Strategies for Buying, Selling, and Structuring Your Franchise Roundtable topics to be discussed include: • Crowdfunding in franchising • Managing the Due Diligence process with Private Equity transactions • Franchisor Business Metrics for established operations • Franchise Development financing strategies • Effective corporate structuring • Strategies for reducing current taxable income • Retirement Plans for Small Businesses • Strategies in buying and selling your franchise • How to prevent, detect, and deter fraud and internal financial loss • Improving franchisee performance and profitability • Maximizing financial credits and incentives available to franchises • Minority investments in established franchise concepts • Planning capital expenditures to maximize return on investment Panel Discussion Moderator: Stephen Blahunka, Vice President, Financial Advisor- Merrill Lynch Wealth Management Panelists: Greg Danziger, President, Battery Giant Franchise, LLC; Randy Jones, Partner, Funding Solutions LLC; Kathleen Gilmartin, CEO & President, Interim Healthcare, Inc. TUESDAY , FEBRUARY 17, 2015 10:15AM – 11:45AM Improving Franchisee Performance & Profitability (Managing Financial Performance at the Unit Level) Driving unit-level economics and franchisee performance is much easier said than done. In this session, we’ll explore the psychology of managing financial performance at the unit-level, and a tactical approach to help your franchisees run more profitable businesses. We will cover… • Setting realistic financial expectations from day one. • How to tie-in personal goals to help achieve business goals. • Having franchisees create a 10-Year financial plan. • Collecting and sharing the right financial KPIs for your business. • Using peer-driven performance groups to maximize revenue and profit. Attendees will receive case study information, as well as all the tools and steps they need to launch a successful financial performance program in their network. Session 2 Franchise Development: More than Closing the Deal What happens after the candidate is approved? How do you have a well-orchestrated process to ensure a smooth start for your franchisee? In this session we’ll look at the other side of the process and how impactful members of your company outside the franchise sales group can be. • Site Selection – When is the best time? If you can’t find the right location, does your candidate get his/her money back? • What can you do to lessen the risk of a legal claim? • What does a great store opening process look like? • Who is in charge of the final approval? • When does your candidate come to training? What works best? • How much involvement does Operations want from Franchise Sales once the sale is made? Moderator: Eric Stites, CFE, CEO, Franchise Business Review Speakers: Mary Kennedy Thompson, CFE, Executive Vice President, The Dwyer Group & President, Mr. Rooter; Freddy Dupuy, Director of Unit Level Economics/Quality Assistance, East Coast Wings; Tamra Kennedy, Owner, Twin City TJ’s Inc. Moderator: Brian Balconi, CFE, Vice President, General Counsel of Little Caesar Enterprises, Inc. Speakers: Amy Cheng, Partner, Cheng Cohen; John Teza, Chief Development Officer, Jersey Mike’s Subs; Peter Lindsey, Vice President, Franchising, Sport Clips New Markets Summit Diversity and Buying Power: How Much Money are You Leaving on the Table? I N S T I T U T E Developed by the Diversity Institute Successful companies understand the value of reaching diverse communities in this global economy. Has your company explored the buying power of diverse groups such as racial/ethnic minorities and/or LGBT community? Consider this, when you don’t actively engage N S T IAfrican T U T E the LGBT community, you miss out on the buying power of an $830 million dollarI block; Americans ‘buying power is estimated at $1 trillion and Hispanics’ is $1.2 trillion. Can any company afford to leave that much money on the table? In this session attendees will: • Learn how to translate opportunities to positive financial outcomes. I N S T I T U T E • Understand how to optimize the reach potential. • Receive tips to influence these consumers or how diverse groups set trends. • Leverage knowledge learned to increase market-share. • Hear first-hand what other companies are doing to attract diverse audiences. FRANCHISE DEVELOPMENT MONDAY , FEBRUARY 16, 2015 Accelerating the Mission of Franchising 9:00AM – 12:00 NOON Franchise Development Summit Defining Franchise Development – How It Impacts Your Entire Organization Accelerating the Mission of Franchising Session 1 Solutions for Today’s Franchise Development Professional The process and features of successful Franchise Development Professionals, including: • How to Get More Leads – It has Changed! • Qualifying Your Prospect – Who is a Good Candidate? • The Discovery Day Process – What Works Best and Why? • Evaluating Your Candidate – Does it take More than Just Money? • When do you do Background Checks? • Do You Profile Candidates? Why/why not? • When does the Job of a Franchise Sales professional end? Accelerating the Mission of Franchising Moderator: Mark Liston, CFE, President of Glass Doctor, A Dwyer Group Company Speakers: Mike Hawkins, VP of Franchising, Dwyer Group; Kevin Drudge, CFE, VP of Franchise Development, AdvantaClean Systems; Steven Cox, CFE, Director, Franchise Development, Aerus Franchising, LLC Moderator: Gerry Fernandez, President, Multicultural Foodservice and Hospitality Alliance Speakers: Justin G. Nelson, Co-Founder and President, National Gay and Lesbian Chamber of Commerce; Pamela Gore, CFE, Senior Manager, Franchisee Recruitment, Dunkin’ Brands; Cheryl Pearson-McNeil, Senior Vice President, U.S. Strategic Community Alliances and Consumer Engagement, Nielson; Ron Busby, Sr., President, U.S. Black Chambers, Inc. CONNECT • INNOVATE • EVOLVE11 MONDAY , FEBRUARY 16, 2015 2:45PM – 4:15PM Casting a Wider Net – The Rules of the Road to Non-Traditional Venues This program will explore the pros and cons as well as lessons learned from concepts expanding into nontraditional venues such as airports, event centers, stadiums, military bases, casinos, hospitals and urban areas. • How do you assess the risk vs. rewards? • How will the brand or service need to be modified? • How will the economics differ? • This program will provide insight from the perspective of brands experienced in nontraditional venues as well as those new to non-traditional venues. Moderator: Earsa R. Jackson, CFE, Partner, Strasburger & Price, LLP Speakers: Brian Boycan, VP, Non-Traditional Development, Auntie Anne’s, Inc; John Draper II, President of Operations, V&J Holdings, Inc.; Connie Alires, CFE, Director of Franchise Development, Which Wich Franchise, Inc. Milestone & Mindsets: How to Generate Qualified, Coachable Candidates Who Become HighPerformance Franchisees... Faster! Who’s wearing the pants? A 12-Step System for turning the tables in your favor to produce coachable candidates who become winning franchisees... faster! Turn lackluster leads into faithful and motivated followers ready to apply your system now. Avoid the headaches and longterm misery of continually selecting the wrong candidates for your brand. It’s all about running candidates through the paces long before they sign on the bottom line. 12-Steps to qualifying and motivating coachable franchisees who get up-to-speed in half the time. Specific tips and strategies you can apply immediately. A must-attend Franchise Executive Forum session designed for both start-up and established franchise organizations. Moderator: Dan Martin, CEO & Founder, IFX Franchise Management Systems Speakers: Shane Evans, President & COO, Massage Heights Corporate LLC; Patrick Walls, CFE, President/COO, Capriotti’s Sandwich Shop, Inc. How to Adapt Your Franchise Sales Process to Changing Buyer Behavior A majority of franchise candidates now make key purchase decisions well before they opt in to any franchisor’s development process. During this session we will address how this evolution of the way people research and purchase franchises impacts the traditional franchise sales process and what you can do to adapt to these changes. Our best practices, “make a difference” discussion will focus on: • How you can effectively connect with a candidate well before the candidate goes through the more traditional steps of a franchise development process. • Understanding the evolution of the behavior of buyers, including the how, why, when and where, is critical and often overlooked by franchisors. • The important role that technology can play in these behavior changes, so that you can distinguish your brand and your opportunity from the competition. • Shaping the attitude of your brand messaging and your culture that goes far beyond initial impressions and becomes a key component in your development process. • Steps you can take immediately to begin to see a meaningful difference in the next 60 days. Moderator: Brian Schnell, CFE, Partner, Faegre Baker Daniels, LLP Speakers: Joseph Mathews, CFE, Founding Partner, Franchise Performance Group; Jennifer Durham, Vice President of Franchise Development, Checkers & Rally’s Restaurants, Inc; Josh Wall, CFE, VP of Franchise Development, Christian Brothers Automotive Corporation Geoff Hill, Vice President, Roark Capital Group 12 convention.franchise.org#IFA2015 TUESDAY , FEBRUARY 17, 2015 10:15AM – 11:45AM Supplier Forum Best Practices Workshop: Nontraditional Sources for Franchise Leads Developed by the Supplier Forum Benefits of grassroots marketing efforts. • How to develop an influencer communications strategy to network SUPPLIER FORUM with development authorities, industry associations, community banks and financial planners. • Partnering with non-competing brands to co-exhibit to promote development opportunities. • Targeting executive recruiters, 401K and Retirement Plan Specialists to network for qualified candidates. Moderator: Ryan Cunningham, President, Javelin Solutions Speakers: Larry Schwartz, Director & Senior Consultant, Franchise Services Group; Jeff Sturgis, CFE, Chief Development Officer, McAllister’s Corporation; Charles Watson, CFE, Vice President of Development, Tropical Smooth Café Referral Networks: Maximizing Growth and Candidate Quality from This Important Lead Source A blockbuster panel featuring the heads of three major referral networks and two ultra-talented franchisors working within them, will explore the basic premise and value equation of referral networks, the pros and cons of the candidates they provide to franchisors and the secrets of maximizing results from this type of lead source. • How do you know if your concept is a good fit for a referral network? • How to calculate the true value equation of using referral networks. • What changes may need to be made to your sales system with regard to referral networks to maximize results? • How to “build your brand” within the networks to generate more leads. • What is the lifecycle of a brand within a referral network? How to move from high growth to incremental deal flow. Moderator: Geoff Seiber, CEO, FranFund, Inc. Speakers: Jania Bailey, CFE, President & COO, FranNet Franchising, LLC; Jeff Elgin, CEO, FranChoice; Terry Powell, CFE, Founder, FranchisEsource; Doug Schadle, CEO, Rhino 7; Michael Mudd, Senior Franchise Development Manager, Menchie’s Frozen Yogurt FRANCHISE RELATIONS MONDAY , FEBRUARY 16, 2015 9:00AM – 12:00 NOON Franchise Relations Summit Franchisees Engaged, Productive and Profitable Developed by the Franchise Relations Committee FRANCHISE RELATIONS COMMITTEE • What Franchisees Really Want. • How to Create the Right Culture… the Core of the Franchise Relationship. • The “Tools” of Engagement: Franchise Advisory Councils, Two-Way Communication, • Trust and Transparency. • How to Increase Franchisee Productivity … and Keeping Them Motivated. • How the “You Win, We Win” Culture Builds Profit - A Mutual Alignment of Goals. • How to Deal with Conflict and Change. Summit Host: Jim Squire, CFE, Executive Vice President & CDO, Firestorm Panel of the Pros Moderator: Jack Pearce, CFE, Executive Director, Franchise Integration, Annex Brands, Inc. Panelists: Barbara Moran-Goodrich,CFE, CEO, Moran Family of Brands; Catherine Monson, CFE, CEO, FASTSIGNS International; Paul Mangiamele, President & CEO, Bennigan’s Franchising Company; David Barr, Chairman, PMTD Restaurants; Barry Miller, President, Sylvan Learning Center of Girard, OH; Mitch Cohen, Owner, Baskin Robbins / Dunkin’ Donuts of Bay Shore, NY Performance Groups Moderated by: Greg Nathan, CFE, Founder, Franchise Relationships Institute MONDAY , FEBRUARY 16, 2015 2:45PM – 4:15PM Harnessing the Power of Your System: How to Gain Franchisee Support for Strategic Initiatives Change is often difficult for a franchise system, particularly when you are asking franchisees to contribute additional monies to a marketing fund or invest in new software. Franchisees may hold different versions of contracts, they have different sales volume and profit margins and they may have different personal goals regarding growth and performance. Right at Home recently completed a two year process to develop a centrally coordinated, national marketing program that required an addendum to their existing franchisee contracts. Amazingly, almost 100% of the system agreed to participate. This panel will share the process taken to achieve franchisee support and discuss why it worked from a corporate, legal and franchisee perspective. People - The Essential Element for Growth Spend a “day in the life” of large multi-unit franchisees and learn what they think about, how they plan, what gets them out of bed in the morning, and what keeps them up at night. Our panel of multi-unit operators, developed by Franchise Update Media Group, will share their experiences on culture, core values, work/life balance, implementing change, and the similarities and differences between managing a smaller and a larger multi-unit or multi-brand organization – especially in the areas of your people needs (talent development, compensation, and retention). Learn to avoid “rookie mistakes” as you prepare yourself and your organization for growth at the pace you need to succeed. Moderator: Therese Thilgen, CEO and Co-Founder, Franchise Update Media Speakers: Robert Branca Jr., President, Dunkin Donuts of Worcester, MA David Grimaud, President, Grimaud Enterprises Inc, Precision Tune Auto Care of Chapin, SC; Aslam Khan, CEO, Falcon Holdings, LLC TUESDAY , FEBRUARY 17, 2015 10:15AM – 11:45AM Optimizing Franchisor and Franchisee Performance Through Good Communications Developed by the Franchise Relations Committee • Think about communication like an orchestra—each channel FRANCHISE RELATIONS COMMITTEE has its purpose and when used together they blend beautifully. • Invite your community into the conversation by making your communications interactive. • Reduce the amount of communication (so franchisees aren’t “drinking from a fire hose”), while ensuring the important information is received and read. • Make your conventions an effective communication tool. • Create a culture of communication in your franchise system. • Maximize social media for the benefit of your franchise system’s communication. Moderator: Evan Hackel, CFE, Founder & Principal, Ingage Consulting Speakers: Dawn Uremovich, President, Häagen-Dazs Shoppe Co.; Jim Satterfield, President & COO, Firestorm; Kathy Schneider, CFE, Franchisee, Instant Imprints of Fullerton, CA Moderator: Janet Muhleman, CFE, President, re:group, inc. Speakers: Brian Petranick, CFE, President & COO, Right At Home, Inc.; Michael Juceum, Owner, Right at Home Franchisee; Jeff Brimer, CFE, Counsel, Faegre Benson Daniels LLP CONNECT • INNOVATE • EVOLVE13 FRANCHISEES At this year’s Annual Convention we have developed specific programming for our Franchisee Members. These sessions and networking events will give the franchisee perspective a voice within our convention, tackling topics like customer service skills, digital control as well as real life stories from both franchisees and franchisors. MONDAY , FEBRUARY 16, 2015 9:00AM – 12:00 NOON Franchisee Leadership Summit Developed by the Franchisee Forum Come In and Try the WORST Meatball Sandwich That One Guy On YELP Ever Had In His LIFE In addition to expert speakers on capitalizing on the latest in customer service skills and digital control to build brand loyalty, time during this Summit will be devoted to breakout groups to discuss, present thoughts and raise questions for our speakers. • Breakthrough Customer Service to Build Trust, Confidence, Customer Loyalty and increase your Bottom Line in the Digital Age. • How to establish a comprehensive Online Presence and Monitor, Manage and Control your Digital Reputation. • How do you choose a vendor to establish your online presence, build your digital reputation and develop a social media strategy to build customer loyalty? Part 1 – Customer Service/Customer Loyalty Guest Speaker: Shep Hyken, Founder, Shepard Presentations, LLC and Customer Relations Expert Panelists: Jeffrey Tews, Multi-Unit Franchisee, BrightStar Care of Madison, WI; Tim Lightner, Owner, Two Men And A Truck of Madison and Racine/Kenosha, WI; Mariana Huberman,Owner, UPS Store of Washington, DC Part 2 – Digital Marketing Guest Speaker: Ford Saeks, President and CEO, Prime Concepts Group, Inc. Panelists: Jon Carlston, CFE, VP of Brand Development, Process Peak LLC; Edwin Nissanoff, VP of Brand Sales, Local Market Launch; Todd Juneau, President, Mindstream INTERACTIVE MONDAY , FEBRUARY 16, 2015 TUESDAY , FEBRUARY 17, 2015 Franchising Building local businesses, one opportunity at a time. FRANCHISEE FORUM 10:15AM – 11:45AM Franchising Under Attack: How Policies and Politics Impacts Your Bottom Line…and How You Can Fight Back! Developed by the Franchisee Forum The purpose of this session is to educate franchisees and engage them in discussion about recent and proposed legislation and regulation that impacts the franchise industry in general, and franchisees in particular. Matt Haller, SVP of the IFA, will kick off the session with a review of legislation affecting our industry and showcase examples of franchise owners who have helped fight back through IFA’s Franchise Action Network. We will follow with a panel discussion of experts including heavy audience participation. Hot topics to be discussed include (among others): • Joint Employer status: It’s not just the NLRB, but the cities and states are pursuing policies that would destroy the franchise model. • Minimum wage issues: The battle to raise the minimum wage, and how this will impact your bottom line. • Department of Labor proposal re: overtime rules: How this effects your employee’s exempt/non-exempt status, what tasks your Managers can and cannot do, and how this impacts your pay structure. • Government intrusions in franchise contracts: A California proposal was vetoed by the Governor, but his veto ruling left the door open to continued further legislation. Are other states on the horizon? Moderator: Matthew Patinkin, Owner, Auntie Anne’s Pretzels Franchisee/Double P Corporation Panel Discussion: Tom Baber, Franchise Owner, Money Mailer of Mercer, Somerset County; Bill Spae, CFE, Owner, Dairy Queen of Irving, TX; Matt Haller, Senior Vice President Communications & Public Affairs, International Franchise Association 2:45PM – 4:15PM Failure is Not an Option: How to Get Past Tragedy to Triumph Developed by the Franchisee Forum • Hear real life stories from both franchisees and franchisors of how they went from tragedy to triumph. • Key takeaway action steps to protect your brand quickly in crisis. • Gain best practices from both franchisees and franchisors to mitigate risk. • Increase awareness in the art of managing the franchisee/franchisor relationship for success. • Learn the role a franchisor must play when a franchisee is in crisis. Moderator: Saunda Kitchen, CFE, Owner, Mr. Rooter of Sonoma County, CA Speakers: Debbie Shwetz, CFE, Co-Founder, Nothing Bundt Franchising, Inc.; Mara Fortin, Nothing Bundt Cakes Franchisee; Lorne Fisher, CFE, CEO/Managing Partner, Fish Consulting; Robin Blanton, Senior Director of Marketing Services, McAlister’s Corporation 14 convention.franchise.org#IFA2015 Don’t miss these educational and networking opportunities to further your professional growth and development! Sunday, February 15 Monday, February 16 Tuesday, February 17 Tuesday, February 17 Tuesday, February 17 Tuesday, February 17 Wednesday, February 18 Wednesday, February 18 Monday, February 16 Tuesday, February 17 6:30pm – 8:30pm Taste of Franchising 12:30pm – 2:30pm Opening General Session and Luncheon 8:00am – 10:00am Super Session with Continental Breakfast 10:30am – 12:00 noon Mini-Super Sessions 2:45pm – 4:45pm Business Solutions Roundtables 8:00pm – 11:00pm Franchise Party 10:15am – 12:15pm Business Solutions Roundtables 8:00am – 10:00am Super Session with Continental Breakfast Exhibit Hall Schedule 4:30 pm – 8:00 pm Chairman’s Reception with Exhibitors 12:00 noon – 2:30 pm Networking Lunch with Exhibitors 2:30 pm – 5:00 pm Optional Hours for Exhibitor Appointments 5:00 pm – 7:00 pm Reception with Exhibitor Take advantage of the franchisor/franchisee package: one franchisor plus three franchisees from the same system can register together for a special discounted rate of $2200 for all 4 attendees! NEXTGEN NextGen In Franchising Networking Reception Sunday, February 15 5:30pm – 6:30pm Please join us to welcome the NextGen In Franchising contest winners and participants. These young men and women represent a huge talent pool from which to seek future franchise owners, employees, and entrepreneurs with ideas and energy for new franchise concepts. NextG e n I n Fra n c h i sin g Su m m it Monday, February 16 9:00am – 12:00 noon The IFA Educational Foundation is excited to launch the NextGen In Franchising program at the Annual Convention. The Summit program will feature: • Learn about NextGen and how your company can participate to engage the next generation of franchising industry leaders and entrepreneurs. • Panel presentation about the exciting opportunities to Work, Invest, and Build Brands in the franchising industry. • Panel presentation by the top winners of the First Young Entrepreneurs In Franchising Global Competition. The top prize winners for the most innovative, best new franchise concepts and the best marketing ideas will give brief demos of the winning entries. • Keynote speaker (surprise) will present additional cash prizes to the winning entries and share an amazing story about building an iconic brand from start to finish. Lessons learned. With global youth employment and entrepreneurship education being touted as critical challenges to solve on the world stage, the IFA Educational Foundation is stepping forward to present the franchising industry, overflowing with entrepreneurial opportunities and jobs at all levels, as a powerful network that can make a serious impact. The NextGen In Franchising program is sponsored with generous donations from: The Stewart & Jane Bainum Fund The Stephen P. Joyce Fund The Choice Hotels Foundation The J. Willard and Alice S. Marriott Foundation Tariq Farid, Edible Arrangements Charlie Chase, FirstService Brands, Inc. Aziz Hashim, NRD Holdings Amit Kleinberger, Menchie’s Frozen Yogurt Joe Bourdow, Valpak Melanie Bergeron, Two Men & A Truck Amit Pamecha, FranConnect Lawrence “Doc” Cohen, DOC & Associates NextGen In Franchising Roundtables – What’s Your Idea? Monday, February 16 2:45pm – 4:15pm During this interactive session, IFA members – franchisees, franchisors, and suppliers -- will exchange ideas with NextGen contest winners about new franchise concepts and new ways to take franchising into the future. Case studies will show how the franchise business model is being used in new industries, in new markets, and in new frontiers. INTERNATIONAL MONDAY , FEBRUARY 16, 2015 9:00AM – 12:00 NOON International Summit – Track One (For Those Considering International Expansion) Developed by the International Committee Session 1 INTERNATIONAL COMMITTEE Know When Your Franchise Is Ready To Go Global • Reasons to expand internationally (and reasons not to). • When is the right time to take your brand international? • What does international expansion involve in terms of sales, operations and finance? • How can you maximize success and avoid mistakes? Moderator: Bill Edwards, CFE, CEO, Edwards Global Services Speakers: Jeff Kolton, Principal, Franchise Market Ventures; Brian Duckett, Director, The International Franchising Centre (UK) Session 2 How to Analyze an International Market for Expansion- Best Practices • How to evaluate which markets are the best fit for your brand • How to decide which markets to avoid. • Adapting to new markets and cultures. Moderator: Carl Zwisler, Principal, Gray Plant Mooty Speakers: Jim Hartenstein, Vice President - International, Little Caesars Enterprises, Inc.; Benjamin Simon, Senior Director – International Development, Radio Shack Corporation; Charlie Weeks, World of Beer Development (Intl), World of Beer Franchising, Inc. International Summit – Track Two (For Those Already Franchising Internationally) Developed by the International Committee Session 1 Training and Supporting International Licensees • International operations best practices. • Supporting development after you sell a license. • Efficiently and effectively supporting master franchisees. • Hot markets to find new licensees. INTERNATIONAL COMMITTEE Moderator: Ned Lyerly, CFE, President- International, CKE Restaurants Holding, Inc. Speakers: John Kersh, Vice President, International Development, Anytime Fitness, LLC; Donna A. Infurchia, Director of International Support & Training, The ServiceMaster Company CONNECT • INNOVATE • EVOLVE15 Session 2 If I Knew Then What I Know Now: The Biggest Mistakes I Made • IFA member success stories and pitfalls. • Partner selection lessons learned. • Market and concept adaptation. • Trusted advisors – where do you turn when things go wrong. The answer to all of these questions will be focused on things that they didn’t consider, that they wished they would have. If we had known then what we know now, what aggravation, pain or expense could have been avoided? Moderator: Jason Zickerman, CFE, President & CEO, The Alternative Board Speakers: Hair Parra, Vice President of International Development, Wing Zone Franchise Corporation; Tony Foley, CFE, International Director, United Franchise Group; Rogelio Martinez, CFE, VP of International Franchise Development, Tutor Doctor Systems, Inc. MONDAY , FEBRUARY 16, 2015 2:45PM – 4:15PM International - News From Around the World Developed by the International Committee • Country Trends. INTERNATIONAL COMMITTEE • Business Climate. • Opportunities for International Franchisors. • Legislative and Regulatory Updates. • Learn the latest country updates from World Franchise Council Executives who will serve as panel members. Moderator: Michael Isakson, CFE, Partner, Insight to Execution & Chairman, IFA International Committee TUESDAY , FEBRUARY 17, 2015 10:15AM – 11:45AM Kiss, Bow or Shake Hands: Negotiating, Managing and Communicating Internationally Developed by the International Committee How do you break the ice in the UAE? When should you bring out a contract INTERNATIONAL COMMITTEE in China? How close should you stand in South Korea? Terri Morrison turns her attention to sales and marketing, providing the information and advice professionals need to ensure their intended meaning comes through in every form of communication with customers, partners and team members around the world. Terri will offer straightforward advice for the professional who is doing business in foreign countries. With wit and wisdom she’ll discuss icebreakers, negotiating, global trade etiquette, advertising taboos and how to deliver successful presentations in the global environment. Whether your work connects you with one country or many, you will benefit from Terri’s extensive experience. Terri will host a Question & Answer session as part of the program. Introduction: Phil Zeidman, Senior Partner, DLA Piper LLP (US) Speaker: Terri Morrision, Author, Kiss, Bow or Shake Hands 16 convention.franchise.org#IFA2015 LEGAL TUESDAY , FEBRUARY 17, 2015 10:15AM – 11:45AM Where is The Point of No Return in Guiding Franchisees in People Matters? With the recent cases and administrative matters suggesting that a franchisor can be a joint employer along with its franchisees and thus, responsible for “people matters” at a franchised location, and the longstanding concerns about a franchisor being held vicariously liable for injuries sustained by employees or customers at a franchised location, franchisors must take a fresh look at how they interact with their franchisees and control certain aspects of their franchisees’ business. Franchisors are asking “Can we give any guidance to franchisees for people matters?” In this panel discussion, we will review technical elements of joint employer liability and vicarious liability and review how franchisors should approach the areas of hiring, firing, compensating, staffing, managing and training of the franchisee’s employees. The presenters will provide recommendations, “best practices” and business tips for how franchisors should approach these matters with franchisees in order to balance the need to protect the brand by providing consistent consumer experiences without unnecessarily exposing the franchisor to liability as a joint employer or on a theory of vicarious liability. Moderator: David W. Oppenheim, Shareholder, Greenberg Traurig, LLP Speakers: Michael Seid, CFE, Managing Director, MSA Worldwide, Kevin Feher, Attorney, Greenberg Taurig, LLP Supplier Forum Best Practices Workshop: Cyber Security & Data Privacy Protection: Practical Steps to Manage This Potentially Brand Threating Risk Developed by the Supplier Forum This workshop will address the operational and legal issues involved in protecting franchise systems, including franchisors, franchisees, and company-owned outlets, SUPPLIER FORUM from data breaches and privacy pirates. We will address: • Lessons learned from large and small retailer data breaches, and identifying the privacy, cyber security and payment card (PCI) risks for all brands. • Best practices for evaluating and selecting the right vendors, implementing new • equipment, software and processes, and monitoring compliance at all levels in the franchise network. • Current issues and trends with PCI compliance, including the new and updated rules for use of mobile payment systems. • First response practical steps a franchisor should take in the face of a data breach. • Cyber Liability Insurance – what does it do, and how it fits in the overall solution. • The legal underpinnings of the applicable laws and rules, and how a franchisor can incorporate those into the franchise system documents, policies and procedures. Moderator: Mark Kirsch, CFE, Principal, Gray Plant Mooty Speakers: Tom Epstein, CFE, CEO, Franchise Payment Network; Bruce Daise, Chief Privacy Officer & Assistant General Counsel, H&R Block, Inc. Settling Franchise Disputes: Business Solutions to Legal Claims The session will address: • Potential business solutions available to resolve “typical” types of franchise disputes ranging from non-payment of fees, failure to meet operating standards, system modifications and transfers. • The early warning signals of potential franchise disputes and how to identify and get “in front” of them before they rise to the level of “dispute.” • The importance of understanding the interests, values and needs of the parties behind franchise disputes in order to find long –lasting business solutions. • The role of the business person and counsel (and, relatedly, transactional counsel and the litigation counsel) in settling franchise disputes. Moderator: Len MacPhee, Partner, Perkins Coie LLP Speakers: Stephen Hagedorn, General Counsel, Jani-King International, Inc; Robert F. Salkowski, Partner, Zarco, Einhorn, Salkowski & Brito, P.A OPERATIONS MONDAY , FEBRUARY 16, 2015 2:45PM – 4:15PM Employees Make or Break Your Brand: Real Life Lessons from Undercover Bosses The people side of your business can make or break your brand. So why then are leaders not spending more deliberate time with their team on the front line to get the real story? During this session you will: • Learn what CEOs learned when they had the courage to become Undercover Bosses to better understand the true cultures operating in their organizations. • Gain insights about what employee brand engagement means. • Learn strategies and proven tactics for how to build bonds with your team in a franchise system, and bond them to your brand. • Discover what you need to do to go below the surface to know what people really think. • Take away insights about changes 4 different Undercover Bosses made to ensure they stay better connected to the people who make or break their brand. Moderator: Steve Greenbaum, CFE, CEO, PostNet International Franchise Corp. Speakers: Amit Kleinberger, CFE, CEO, Menchie’s Frozen Yogurt; Dina Dwyer-Owens, CFE, Executive Co-Chair, The Dwyer Group; Catherine Monson, CFE, CEO, FASTSIGNS International Preventing Fraud – How Secure Are Your Company’s Assets? Although high profile technology breaches of customer data dominate the news, your company’s financial data and assets are also at risk through other types of breaches. Your business may be susceptible to misappropriation of assets by employees, vendors or others. As a business owner, you need to protect yourself and be proactive in the prevention of fraud and limitation of risk. From fraud within the realm of your accounting department to fraud from outside contract compliance, this session will detail proactive steps to help strengthen or create policies and procedures that Franchisors and Operators should consider to help keep your company’s financial data and assets secure. • Essential building blocks for creating success as a newer franchisor. • The importance of business planning for the younger franchisor. • Effective lead generation strategies to support a small to medium size marketing budget. • Creating an effective franchise sales and qualification strategy. • Strategies for maintaining quality control as the system begins to grow. • Developing an effective support program for franchisees. • Maximizing franchisee relationships. • Business planning with franchisees. • Creating a best-in-class communications strategy with franchisees. • The potential impact of strong third-party vendor programs. Moderator: Lane Fisher, CFE, Partner, FisherZucker LLC Speakers: Maryellen Sebold, Managing Director, BDO, USA LLP; Parker Pieri, CFE, Vice President of Finance, The Dwyer Group; Keith Mueller, CEO, Bookkeeping Express Enterprises, LLP; Jamie Sutherland, US President, Xero TUESDAY , FEBRUARY 17, 2015 10:15AM – 11:45AM Convention Strategies - Retention, Growth and Changed Outcomes; Are You Getting Results from Your Annual Meeting? A panel of high level executives discusses their strategies for overall successful conference initiatives to grow their franchises. • How do you successfully use our annual conference as a marketing tool for your brand? • What are the top brands doing for their annual conference that you are not doing? • Learn what you are not doing that can make the difference in growing your brand and getting past that 500 mark! • What is the perfect combination of education, motivation and entertainment for a changed outcome at your annual conference? • Leading Franchise Liaisons discuss their successes and missed opportunities for their annual conference. Moderator: Bonnie Siegel, President & CEO, ASE Group, Inc. Speakers: Renee Maloney, CFE, Co-Founder, Painting with a Twist, LLC; Tom Schad, Director of Communications, DineEquity; Victoria Blackwell, Senior VP Talent & Chief Legal Officer, Papa Murphy’s International, Inc. CONNECT • INNOVATE • EVOLVE17 MARKETING & TECHNOLOGY MONDAY , FEBRUARY 16, 2015 9:00AM – 12:00 NOON Digital Marketing & Technology Summit Developed by the Marketing & Technology Committee An expert speaker on the future of digital marketing and technology will join us for the first half of this popular summit to discuss the items listed MARKETING & TECHNOLOGY COMMITTEE below. Roundtable discussions allowing for in-depth interactive dialogue between attendees will follow. • What digital Transformation means (define it). • The financial results of organizations that have done well with transformation, vs those who have not. • How digital marketing is changing the revenue engine for franchisors. • How data can be used as a weapon in the market to gain a competitive advantage. • The critical role of leadership in driving a digital transformation. Keynote Speaker: Scott Klososky, Partner, Future Point of View, LLC MONDAY , FEBRUARY 16, 2015 2:45PM – 4:15PM Think Big: Creative Social Media Campaigns Everyone’s heard about the big impact social media can have on local business. From contributing to sales, instilling brand trust and loyalty and creating brand ambassadors, social media is a powerful tool. Meet some of the companies that do it the best. In this panel, we’ll give you examples of some of the most thought-provoking, engagement-driving social media campaigns. The audience will have a better understanding of social marketing trends and how to implement the best in their own franchise system. Not only will you leave encouraged and motivated to do more with social media programs but you will know how! This session should be attended by anyone navigating the maze of digital marketing! Moderator: Deb Evans, CFE, President, Franchise Foundry Speakers: Alissa Ramsay, CFE, Director of Marketing & Branding, MilliCare Textile and Carpet Care; Taylor Hulyk, Social Media Director, re:group, inc.; Haley Hughes, Marketing Director, Pinot’s Palette From Strategy to Execution: Delivering Super-Charged Grand Openings • Creating a dynamic and effective Grand Opening Strategic Plan. • Establishing the GO budget and communication timeline. • Utilizing PR and grassroots marketing pre-event to build awareness and gain trial. • Leveraging social media and cause marketing to drive GO success. • Managing GO expectations and formulating key GO performance indicators. Moderator: Susan Black-Beth, CFE, COO, Super Wash, Inc. Speakers: Robert Fish, CEO, Biggby Coffee; Shelby Reno, Marketing and Communications Director, Two Men and A Truck International, Inc.™; Eric Ersher, CEO & Founder, Zoup! Fresh Soup Company TUESDAY , FEBRUARY 17, 2015 10:15AM – 11:45AM Marketing Best Practices for Driving More Leads and Sales: SEO, SEM, Mobile, Social Media and Reputation Management • Are your franchise prospects and customers able to find you easily in the digital world? • When they find you, do they click and become leads? • Does your brand have a strong social and reputation factor? • This session defines strategies for leveraging digital marketing best practices to drive more leads and sales including hype vs reality; some common pitfalls; and how to try and do it all on a low budget. Moderator: Amit Pamecha, CFE, CEO & Co-Founder, FranConnect Speakers: Jayson Pearl, CFE, CMO, Brightstar Franchising, LLC; Philip St. Jacques, CFE, Partner, St. Jacques Marketing How to Win Customers from Rivals: Using Technology to Gain an Advantage This session shows how to drive traffic and increase customer frequency and retention with visit detection technology You’ll learn how to: • Win larger share of wallet by capturing GPS data consumers willingly share via smartphone apps. • Benchmark your customer experience versus named competitors, down to day of week and time of day. • Gain insights about where, when and why customers drive past your locations to visit competitors. • Drive incremental sales by increasing your conversion of non-purchasers and partial purchasers. • Measure your changing share of total customer visits in your competitive set as a result of changes you make. Moderator: Joe Sciara, Senior VP, Brand Research, SMG Speakers: Don Fox, CEO, Firehouse Subs; Barbara Williams, VP Performance Analysis, Sonic Corporation 18 convention.franchise.org#IFA2015 THREE MINI-SUPER SESSIONS Getting Your Front Line to Care About Your Bottom Line: How Great Leaders in Franchising are Attracting Superstar Employees and Motivating them to Perform Better, Work Harder, and Stay Longer The new emerging workforce has the energy, the desire, and the talent to help you grow your brand, but most haven’t been taught how to work at home or at school and they don’t possess the critical soft skills needed to achieve at their remarkable potential. This leads to poor quality, unacceptable customer service, rampant employee turnover, and legions of frustrated franchisees. After working in-depth with more than 70 leading franchised brands, Eric Chester has uncovered the secrets of the most successful concepts and will reveal what sets them apart when it comes to attracting, developing, and retaining the best and the brightest young team members and future leaders. In this session, Chester will expose these best practices and show you how to create a workplace culture that will literally transform your brand into a talent magnet for the kind of people you want and need throughout your organization. Presented by: Eric Chester, Award-Winning Speaker and Bestselling Author of On Fire at Work, Reviving Work Ethic and Getting Them to Give A Damn Delve deeper into the following subjects in these 1.5-hour sessions. Each session provides a unique opportunity to learn from professional speakers from outside the franchise community in an interactive environment, providing a comprehensive marketplace and business prospective. 7 Traits of a Successful Leader: Engaging Within Your BRAND – Do you have all 7 Traits? An expert in customer service and engaging the customer, Nancy Friedman, the Telephone Doctor is back at IFA this year with a unique session for both the Franchisor and the Franchisee. A bare bones bottom line lady with a flair for humor and fun, this session will give you the common sense tools to get you thinking. How do you handle growth and change? What about bad news? Or other obstacles that come your way? Does “Apathy” sound familiar? In this program, Nancy shares how to handle these things, with grace, style and humor. She uncovers the strategies behind these 7 leadership traits: • • • • • • Choose Your Attitude In AdvanceVisualize Success Demonstrate Humor, Energy and Enthusiasm Resist Negative Tendencies Be a “Whatever It Takes Person” Embrace Change; Expect It and Accept It Be Grateful For What You Have You probably have many of these traits – few folks have all of them. Nancy helps you find how we can recognize these traits in others as well as ourselves. Don’t leave early prizes and surprises run throughout the program! Presented by: Nancy Friedman, Keynote Speaker, Author & President, The Telephone Doctor The C-Suite With Jeffrey Hayzlett Join the host of Bloomberg’s #1 primetime business television show, the C-Suite with Jeffrey Hayzlett, for an eye-opening and unique look inside the boardroom. C-Suite with Jeffrey Hayzlett is an original primetime series on Bloomberg Television that brings viewers unprecedented access into the c-suite’s of some of the most powerful companies that are changing the business landscape. Hayzlett has spent time with the executive teams of such well-known brands as Dunkin Brands, Dominos, and Cadillac and CrossFit in order to discover new perspectives on boardroom decision-making from top executives who candidly have shared their key learnings along the way. What tough decisions have they had to make? How did they take ownership of those decisions? What innovative strategies have they adopted to keep their brands relevant and evolve with the marketplace? How did they gain buy-in for their new vision? How have they communicated and led their companies through the ups and downs? Learn these insights and more during this compelling session that will keep you on the edge of your seats. Presented by: Jeffrey Hayzlett, Expert Speaker and TV Host of the C-Suite with Jeffrey Hayzlett BUSINESS SOLUTION ROUNDTABLES Tuesday , February 17 Wednesday, February 18 2:45pm - 4:45pm 10:15am – 12:15pm Hosted by both Franchise Executives & Supplier Forum Members, don’t miss this unique opportunity to sit down -- at literally a round table of 10-12 people -- and exchange ideas, challenges, solutions and best practices with some of franchising’s most accomplished professionals including CEO’s, Presidents and COO’s of leading companies in the industry. Pose questions and listen to their success stories, lessons learned, innovative business solutions, and where they see the future of franchising. Discussion topics include such issues as franchise sales, credit/lending, operations, legal issues, branding, technology and much more! Many say these are the most valuable and rewarding sessions offered at the convention so don’t miss your change to learn from franchise icons and thought leaders – what they share can really have an impact on your franchise brand’s future! CONNECT • INNOVATE • EVOLVE19 EV LVE. EXHIBIT HALL The IFA Exhibit Hall offers something for everyone— accounting, business and legal services, financial services, insurance programs, marketing and public relations specialists, software and technology providers, human resources experts, franchise development resources, and travel, hotel and special event services. Stroll the aisles for new ideas, inspiration and some fun while learning about products and services that can help you better achieve your business goals. Stop by our new Franchise Solutions Think Tank, visit with your current business partners and meet potential new ones. While you’re there, don’t forget to enter the exciting door prize drawings for $1,000 held during official exhibit hours! BDO USA, LLP Public Reputation LightSpeed VT Franchise Direct Benetrends, Inc. Qiigo, Inc. Lipscomb & Pitts Insurance, LLC Franchise Gator LLC Monday, February 16 The Bernard Group Quatrro FPO Solutions Listen360 Franchise Marketing Systems 4:30 pm – 8:00 pm BFC Randal Retail Group Local Market Launch Franchise Opportunities Network Chairman’s Reception with Exhibitors BizBuySell RBZ, LLP - Franchise Services Group Location3 Media Franchise Payments Network Join IFA’s Chairman of the Board for the official BizVision ReachLocal, Inc. LoyaltyGenerator, Inc. Franchise Software Systems opening of the Exhibit Hall. This is your first Bluewater Rehmann m2M Strategies Franchise Solutions opportunity to meet with service providers who BoeFly LLC Remote Quality Bookkeeping Management 2000 Franchise Times offer innovative and cost-effective products and Booker Software Rhino 7 Franchise Development Corp. Manalto Inc. Franchise Update Media solutions to help your company achieve its strategic Bridgeline Digital RingCentral MarComet Franchise.com BuildASign.com goals. Rio SEO Marquette Group FranchiseBlast Bullseye Telecom RME360 Marron Lawyers FranchiseHelp.com Buxton ROIC analytics LLC Master Lock Company FranchiseRanking.com Tuesday, February 17 CallidusCloud Royal Caribbean International Meet AC FranConnect 12:00 noon - 2:30 pm CallTrackingMetrics Safeguard MFV Expositions FRANdata Networking Lunch with Exhibitors Certilearn, Inc. Safeguard by Team/MHC Mindstream Interactive FranFund, Inc. Take advantage of the second opportunity to meet Choice Hotels International Scorpion Design, LLC Modernistic, Inc. FranWise the vendors, enter raffle drawings and learn what Citrin Cooperman SDCooper Company MyPayRollHR.com LLC FRM Solutions our service providers can offer to help build your Clarity Voice Servant Systems, Inc. Naranga G. Neil Poster Guard Compliance Protection brand and run a more streamlined operation. Cockrell Enovation Service Management Group (SMG) National Association of Professional G/O Digital Constant Contact, Inc. ShopperLocal, LLC Employer Organizations Gallagher 2:30 pm – 5:00 pm Creative Producers Group Siegel Financial Group National Event Management, Inc. GbBIS Optional Hours CruiseOne/Pollin Group SignPro, Inc. NCR Corporation GetCompanyUniforms.com DataSphere Technologies, Inc. The Exhibit Hall will remain open for optional Silvercrest Advertising NetSearch Direct Global Cash Card Dawson Franchise Insurance Division / SMB Franchise Advisors New Image Marketing Research, Corp. Grand Sierra Resort & Casino appointments and additional networking time. An AssuredPartners Company Soffront Sof Newmark Grubb Knight Frank Gravity Works Design & Development DECA Specialized Office Systems Inc. No Limit Agency Gray Plant Mooty 5:00 pm – 7:00 pm Direct Capital Franchise Group St. Jacques Marketing Northwood University Guidant Financial Group, Inc. Reception with Exhibitors Direct Connect Franchise Financing Standard Register Online Image Heartland Investigative Group Your final chance to visit with our exhibitors and DirectMail2Go Strategic Meetings Solutions OpsMatrix Higher Logic enter the drawings to win $1,000! DirecTV Surefire Social Order With Me HigherVisibility, LLC Distribion, Inc. Sympateco, Inc. Our Town America Hireology 5th Avenue Leads, LLC Divvy by Alexander’s Tortal Training Out of the Box Technology Hot Dish Advertising 8x8, Inc. E3 Local Marketing Solutions TransFirst Pavilion Development Company Hylant Group 919 Marketing Company Ecolab Inc. Uniserv, Inc. Paychex, Inc. iConnect POS A Closer Look EDU Certified United States Postal Service (USPS) Paycom iFranchise Group Actio Marketing Engage121 Universal Backgound Screening, Inc. Paycor IFX Software & Strategies AdGeo Entrepreneur Media, Inc. The UPS Store, Inc. Pegasus Communication Solutions, Inc. IMN ADP, Inc. Executive Leads LLC Valpak (PCS) INFINITI HR AppliePie Capital F.C. Dadson, SIB, LLC VF Imagewear, Inc. PlayerLync Infogroup Aranco Productions Faegre Baker Daniels LLP Visualogistix PODS Initial Impression Associated Luxury Hotels International FGP Commercial Leasing The Wall Street Journal POSitive Technology Integra Business Systems, Inc. Audio Video Unlimited Fidelity Bank Web.com Precision Services Group International Council of Shopping Centers Availe, Inc. FisherZucker LLC WebPunch Primary Color Intuit, Inc. Avitus Group Fishman PR Where 2 Get It, Inc. PrintComm/Marketing Impact JobOn Baker, Donelson, Bearman, Caldwell & Fort Worth Convention & Visitors Bureau Worklogic PrintingForLess.com KD Kanopy Inc. Perkowitz, PC Forum Analytics, LLC World Manager Profit Mastery Keyser Balboa Capital Foundry Local WSI Digital Marketing ProfitKeeper Konnect Public Relations The Bancorp Bank Franchise Business Review Yodle PROGRADE Leading Authorities Bank of America Franchise Clique, LLC ZeeWise, Inc. Programmers On Call LearningZen Baum Realty Group Franchise Council of Australia ZOOM.7, Inc. Proven Match/Franchise Works (FranNet) LED Source BBES (AdSmart) Franchise Development Services Ltd. LiftForward, Inc. This list is current as of press time. For exhibiting opportunities please contact Lynette James at [email protected] or 202-662-0782. 20 convention.franchise.org#IFA2015 EXHIBIT HALL SCHEDULE AND M RE! FRANCHISING GIVES BACK WORLD FRANCHISE COUNCIL MEETING IFA is honored to host the meeting of the World Franchise Council at its 55th Annual Convention. The meeting coincides with the 21st anniversary of the establishment of the World Franchise Council at IFA’s Convention in Las Vegas in 1994. IFA is also pleased to welcome a host of international delegations. By attending IFA’s Convention, international delegations and World Franchise Council members act as ambassadors, facilitating dialogue across the international franchise community. We encourage convention-goers to capitalize on this unique opportunity to network with our international delegates to learn more about franchising around the world and to gain an understanding of how you can build your business in locations perhaps you never considered before. FRANPAC EVENTS All proceeds from FranPAC events help IFA support franchise-friendly candidates and Members of Congress as well as educate lawmakers about legislative issues important to your business and the franchise community. SATURDAY, FEBRUARY 14 11:30 AM – 4:30 PM The franchise industry contributes to local communities throughout the year by supporting local charities and donating time and resources to those in need. Now it’s time once again for IFA Convention-goers to come together at the Franchising Gives Back event. Get your convention experience off to a great start and plan to connect with your fellow attendees Saturday, February 14 as we help to build the community and enrich lives. This year we will devote our time to helping veterans in the Las Vegas area. Not only will you leave a lasting impact but this is a good opportunity to network with other attendees before the convention kicks into high gear. A boxed lunch, transportation, t-shirt and supplies are all included. There is no additional fee* to participate and space is limited to the first 100 people to sign up. To indicate your participation, simply check off the box on our registration form and watch for more details about Franchising Gives Back coming soon! *While there is no registration fee to participate in Franchising Gives Back, we do reserve the right to charge a $100 “no show” fee in the event you fail to participate. All fees collected will be donated to the local charity we will be helping in Las Vegas. Silent Auction The FranPAC Silent Auction returns in 2015. Held in the Exhibit Hall during regular exhibit hours, the silent auction is a fun way to support FranPAC. You will have the opportunity to bid on an array of travel packages, electronics and other spectacular prizes donated by IFA members. VIP Reception Another excellent opportunity to support FranPAC is during the VIP Reception with our guest of honor, opening general session keynote speaker, Mike Duke. Mingle with other FranPAC supporters during this intimate reception and have your photo taken with Mr. Duke before he takes the main stage during lunch. For more information about signing up for any of our FranPAC events, please contact Erica Farage at 202/662-0760 or [email protected]. CONNECT • INNOVATE • EVOLVE21 WHAT YOU NEED TO KNOW BEFORE YOU GO STAY CONNECTED BEFORE, DURING AND AFTER THE SHOW! IFA is offering a mobile app again this year. You can download the app (at no cost) to your iPad, iPhone, Droid, or use a hybrid for web-based app for blackberries and other web-enable phones. Enhance your convention experience by using the IFA Convention app for the following: • Schedule of Events • Exhibitor Listings • Exhibit Hall Floor Plan • Session Descriptions • Speaker Bios • Speaker Handouts • Connect with other attendees • Convention Announcements and more! Please stay tuned for more information on how and when you can access our convention app as it becomes available! 15 #IFA20 PRE-REGISTRATION To register for all events described in this brochure, please visit http://convention.franchise.org and click on the registration link. Our pre-registration deadline is January 30, 2015. Once you have registered you will receive a confirmation packet via email. For questions, please call IFA’s Conference Assistant, Haleema Murtaza, at 202/662-0763 or [email protected]. REGISTRATION FEES Registration Fees* are per person and include: • Entry into all convention general sessions and educational sessions including the Summits and Mini-Super Sessions. • Exhibits and evening networking events. • Educational session instruction and materials. • Continental Breakfast Tuesday & Wednesday. • Lunch on Monday. • Tuesday Franchise Party. • Sunday Taste of Franchising. • Refreshment breaks. *Pertains to full convention registration fees only. This excludes our Spouse Rate (applicable to evening social events only) and our Exhibit Hall Access badge rate (provides booth workers entry into the Exhibit Hall and Taste of Franchising only). 22 convention.franchise.org#IFA2015 ADDITIONAL EVENT FEES/INFORMATION The Annual Leadership Conference on Sunday is an additional $100 for fully registered convention attendees. The Prayer Breakfast is offered on a complimentary basis to the first 400 fully registered convention attendees on a first-come, first-served basis. Robert Nevadomski, CFE ICFE SPECIAL SESSIONS Attendance at the ICFE Special Sessions Saturday and Sunday is not included in the convention registration fee. There is a separate registration fee of $550 for members, $800 for non-members for these sessions. Go to www.franchise.org/certification.aspx or call Rose DuPont at 202/662-0771 for more information. REGISTRATION / CONVENTION CHECK-IN The registration desk will be open at the following times: Sunday, February 15th 7:00 am – 7:00 pm Monday, February 16th 7:00 am – 7:00 pm Tuesday, February 17th 7:00 am – 6:00 pm Wednesday, February 18th 7:00 am – 10:30 am HOTEL ROOM RESERVATIONS – BOOK YOUR ROOM NOW! Make your reservations at our host hotel, the MGM Grand, online by visiting convention.franchise.org and clicking on the hotel drop down box. You can also call the hotel directly at 1-800-929-1111 and hit 1 twice for general reservation and mention block code IFA0215A. The room rates are as follows: February 14, 15, 16 & 17: $189/night February 12, 13, 18, 19 & 20: $139/night Booking through the IFA room block also allows you to receive a discounted resort fee of $10 per night which includes: • In-room complimentary high speed internet access • Daily newspaper available for pick up • $15 beverage credit per room per stay applicable at any MGM Grand owned bar/lounge • Complimentary printing of boarding passes, copies and faxes up to 5 pages (excluding color), and notary services at the Business Center • Unlimited local and toll free calls • Complimentary daily access to the Cardio Fitness room Check-in is available after 3:00 pm and check-out is required by 11:00 am. The deadline for booking your room at one of our convention hotels is January 19, 2015 (or when the room blocks sell out, whichever comes first). All guests are responsible for submitting a credit card number, or a deposit equal to one night’s room rate, plus tax as a guarantee, at the time the reservation is made. Deposits will be refunded for rooms cancelled more than 48 hours prior to arrival. #IFA2015 REGISTRATION FORM Please complete one form per person. Pre-Registration closes on January 30, 2015. Registrations received after this date will be processed onsite and subject to an additional $100 fee. For up-to-date convention news or to register online, please visit convention.franchise.org. Full Name: _________________________________________________________________________________________ qFranchisor qFranchisee q Supplier q Check here if you are a U.S. Veteran Nickname for Badge: __________________________________________________________________________________ Job Title: __________________________________________________________________________________________ Spouse (if registering): ________________________________________________________________________________ Company: __________________________________________________________________________________________ Address: ___________________________________________________________________________________________ City: __________________________________ State/Province: __________________ Zip/Postal Code: _______________ Country (if not U.S.): __________________________________________________________________________________ Telephone: __________________________________________________ Fax: ___________________________________ Email: _____________________________________________________________________________________________ (An individual email address for the actual person attending convention is required for confirmation packets.) q Please mark the appropriate boxes to indicate your participation and fees. Registration fees are PER PERSON. IFA Member (Franchisor/Supplier) q 1-3 registrants when registering together $1040 q 4-9 registrants when registering together $940 q 10 or more registrants when registering together $849 q Franchisee Member $590 q Franchisor/Franchisee Package (includes one $2200 franchisor and three franchisees from the same system) q Non-Member $2250 q Member Exhibitor Badge (tradeshow access only) $250 q Member Exhibitor $690 q Spouse (includes evening social events only) $500 q Moderator/Speaker (does not apply for $650 roundtable facilitators) q University Faculty $840 q Annual Leadership Conference (Sunday) $100 q Prayer Breakfast (Monday) Complimentary q Franchising Gives Back (Saturday) Complimentary* *Requires a credit card number. A $100 “no show” fee will be charged post-Convention for non-participation. q Media Complimentary upon approval q Check here if you do not wish to receive emails on Convention events and issues of interest. Total Fee $_________________________________ PAYMENT METHOD CANCELLATION POLICY: Convention registration refunds (minus a $100 processing fee) will be granted for cancellations received in writing by January 11, 2015. Cancellations received after this date are subject to a 50% penalty. No refunds are permitted after February 6, 2015. Substitutions are permitted at any time, but are subject to a $50 fee. All registrations received after January 30, 2015, including those that would have been complimentary if submitted by the due date, will be handled onsite and are subject to a $100 additional onsite processing fee. HOTEL RESERVATIONS: To make your reservations at our host hotel, the MGM Grand, call 1-800-929-1111, hit 1 twice for general reservation and mention block code IFA0215A. To make your reservation online, please visit convention.franchise.org and click on the hotel drop down box. The deadline for booking your room at one of our convention hotels is January 19, 2015 (or when the room blocks sell out, whichever comes first). All guests are responsible for submitting a credit card number, or a deposit equal to one night’s room rate, plus tax as a guarantee, at the time the attendee makes the reservation. Deposits will be refunded for rooms cancelled more than 48 hours prior to arrival. q Check payable to IFA (Federal Tax ID # 36-6108621) q Credit Card: q AMEX q Visa q MasterCard q Discover Account # _______________________________ Security Code_____________________ Expiration Date _____________________________________________________________ Cardholder’s Name __________________________________________________________ Cardholder’s Billing Address _________________________________________________ ____________________________________________________________________________ Signature __________________________________________________________________ SEND YOUR COMPLETED FORM(S) WITH PAYMENT TO: INTERNATIONAL FRANCHISE ASSOCIATION, 1900 K Street, NW, Suite 700, Washington, DC 20006 Phone: 202/628-8000 • Fax: 202/628-0812 • franchise.org Questions? Call IFA’s Conferences Department at 202-662-0763 INTERNATIONAL FRANCHISE ASSOCIATION 1900 K STREET, NW, SUITE 700 WASHINGTON, DC 20006 www.franchise.org About Las Vegas Las Vegas attracts more than 36 million visitors a year by offering the grandest hotels, the biggest stars in entertainment, the highest caliber of award-winning chefs and master sommeliers, and, of course, the brightest lights. Las Vegas also boasts some of the best shopping and gaming in the U.S. For more information and reasons to join us in Las Vegas, go to www.visitlasvegas.com. 2015 Convention Committee Members CHAIR: Melanie Bergeron, CFE, Chair of the Board, Two Men And A Truck International, Inc., IFA Incoming Chair VICE CHAIRMAN: Aziz Hashim, Vice Chair, President & CEO, NRD Holdings, LLC, IFA Treasurer Brian Balconi, CFE, Vice President-General Counsel, Little Caesar Enterprises, Inc. Sam Ballas, CFE, President & CEO, East Coast Wings & Grill Steve Blahunka, Vice President - Financial Advisor, CPR®, Merrill Lynch, Bank of America Charlie Chase, President & CEO, FirstService Brands Deb Evans, CFE, President, Franchise Foundry John Fitzgerald, CFE, Principal, Gray Plant Mooty Scott Frith, CFE, CEO, Lawn Doctor, Inc. Cynthia Gartman, CFE, President, Keep in Step Earsa Jackson, Partner, Strasburger & Price Saunda Kitchen, Owner, Mr. Rooter of Sonoma County Amit Kleinberger, CFE, CEO, Menchie’s Frozen Yogurt Mark Liston, CFE, President, Glass Doctor Joyce Mazero, Partner, Perkins Coie LLP Mary Ann O’Connell, CFE, President, FranWise® David Oppenheim, Shareholder, Greenberg Traurig, LLP Amit Pamecha, CFE, CEO & Co-Founder, FranConnect Lisa Parker Gates, Partner, Baker & McKenzie Matthew Patinkin, Owner, Auntie Anne’s Pretzels - Double P Corporation Meg Roberts, President, Molly Maid, Inc. Brian Schnell, CFE, Partner, Faegre Baker Daniels LLP Geoffrey Seiber, CEO, FranFund, Inc. Bonnie Siegel, President & CEO, ASE Group Jim Squire, CFE, EVP & Chief Development Officer, Firestorm Eric Stites, CFE, CEO, Franchise Business Review Jeffrey Tews, Multi-Unit Franchisee, BrightStar Care and Mr. Handyman Jason Zickerman, CFE, President & CEO, The Alternative Board (TAB)
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