The Program

The AAFD’s 25th Anniversary Franchisee Leadership Summit will bring together the leadership of many of independent franchisee associations to grow and forge a unified voice to advocate for franchisee interests and rights. The AAFD is reaching out to every independent franchisee association and franchise advisory council to join our chorus to protect franchisee equity, market protection, renewal rights, the right to benefit from group purchasing and marketing power, and how to share best practices in association management. Help us to promote the AAFD’s vision of Total Quality Franchising; Yesterday, Today and Tomorrow!
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Session Topics

  • The Top 5 Reasons Why Franchise Associations Succeed or Fail
The Top 5 Reasons Why Franchise Associations Succeed or Fail

Speakers

  • Bob EinhornPartner, ZARCO EINHORN SALKOWSKI & BRITO, P.A
  • Chip Rogers, President and CEO of the Asian American Hotel Owner’s Association (AAHOA)
  • David Alexander, President of IABF, an independent association of BNI® franchisees
  • Janet Quinn, Principal, Ideagility
  • Reed Morgan, Vice President of IABF, an independent association of BNI® franchisees 

Session Description:

Our seasoned and successful panel members discuss challenges, pitfalls and opportunities involved in empowering an effective franchise owners association. This includes developing great leadership, having and communicating a compelling mission and purpose, and building a culture to assure longevity. The panel will share strategies to navigate ongoing opportunities and issues regarding your franchisor anchored by collaboration and communication with your members and prospects.

  • Total Quality Franchising: Yesterday, Today, and Tomorrow
Total Quality Franchising: Yesterday, Today, and Tomorrow

Session Description:

AAFD Chairman, Robert Purvin and a distinguished panel of experienced professionals will examine the AAFD’s past, present, and future vision of “collaborative franchising” and how this culture has empowered the great brands that have respected the legitimate business goals of both franchisors and franchisees. The panel will share valuable strategies designed to not only achieve great franchisor-franchisee relationships, but also to implement fair and balanced franchise agreements.

Speakers:

  • Panel Chairman: Robert Purvin, Chair and CEO of the AAFD
  • David Alexander, President of IABF, an independent association of BNI® franchisees
  • Michael Garner, Partner, Garner & Ginsburg, P.A.
  • Reed Morgan, Vice President of IABF, an independent association of BNI® franchisees
  • Richard Rosen, Founding Member, The Richard L. Rosen Law Firm, PLLC
  • Ronald Gardner, Managing Partner of Dady and Gardner, P.A.
  • The Joint Employer Threat
The Joint Employer Threat

Speakers:

  • Erin Conway, Partner at Garner and Ginsburg, P.A.
  • Robert Zarco, Founding Partner at Zarco Einhorn Salkowski & Brito

Session Description: A distinguished panel of legal and franchisee association leaders will explore various ramifications of the explosive joint employer doctrine issued by the National Labor Relations Board in 2016. Are franchisors and franchisees united in opposing the imposition of the doctrine, or does it present an opportunity for franchisees to re-establish control of their franchised businesses? The panel will examine recent trends, the strategies of both franchisors and franchisees in addressing the doctrine, as well as what we can expect under the new presidential administration.

  • Getting Bang for your Buck
Getting Bang for your Buck

Speakers:

  • Bob Rothluebbers, Strategic Account Manager at Graybar
  • Matthew Dieffenbach, AAFD Director of Supplier Membership
  • Reed Morgan, Vice President of IABF, an independent association of BNI® franchisees
  • Robert Purvin, Chair and CEO of the AAFD
  • Tad Niklovich, Senior Vice President of Sales at Voxox,

Session Description: The potential of cooperative purchasing is heralded as one of the major benefits of a franchise network, and yet abuses of a franchisor’s ability to dictate suppliers is at the top of the list of franchisee complaints.  Our distinguished panel of franchisee co-op executives and suppliers engaged in negotiating volume purchasing opportunities will discuss the vast potential of franchise supplier opportunities, the abuses of supplier control that can sabotage group buying synergies, and potential solutions to achieve a collaborative approach to group purchasing.


  • Dispute Resolution 101
Dispute Resolution 101

Speakers:

  • Charles Baum, Ginsberg Jacobs LLC
  • David Levaton, Lead Attorney at Franchise Legal Support APC
  • Mark Dady, Dady & Gardner, P.A.
  • Bryan Dillon, Law Offices of Brian Dillon, past Chair of CalBar Franchise Law Committee

Session Description: Modern franchise agreements contain a dizzying array of “dispute resolution” provisions that come into play when conflict arises between franchisees and franchisors. For individual franchisees and associations, navigating “mediation,” “arbitration,” “venue restrictions” and other limitations can be daunting. At the same time, these provisions may open up avenues for franchisees and franchisors to resolve their differences in a smooth and cost-effective manner. In this presentation, a panel of seasoned experts in dispute resolution will give you the knowledge to harness these complex provisions to your maximum advantage.

  • How to Really Negotiate a Fair Franchise Agreement
How to Really Negotiate a Fair Franchise Agreement

Speakers:

  • Brian Schnell, Partner at Faegre Baker Daniels
  • Keith Kanouse, Founder of Kanouse and Walker, P.A.
  • Meg Mairn, Past president of the Griswold Home Care Franchisee Association (GHCFA)
  • Richard Rosen, The Richard Rosen Law Firm, PLLC

Session Description: A “Blue Ribbon” panel of franchise attorneys and representatives, each with a well-deserved reputation for negotiating fair franchise agreements, will share their insights as to what negotiating a fair franchising agreement entails and how it evolves. You will hear:

  • Whether franchisors and franchisees can really agree on what is “fair”;
  • What is most important to each side;
  • How do you get it;
  • What you might have to give up;
  • and more.
  • Association Nuts and Bolts Part 2:
Association Nuts and Bolts Part 2:

Speakers

  • Arthur Mosely, Immediate Past President of the Griswold Franchisee Association,
  • David Alexander, President of IABF, an independent association of BNI® franchisees
  • Mike Mack, Treasurer of the SMFOA and former Chair of the ServiceMaster FAC
  • Reed Morgan, Vice President of IABF, an independent association of BNI® franchisees 

Session description: Veteran association members from a variety of backgrounds share tips regarding the life blood of any association: chartering a new association, creating the structure, organization, recruiting and retaining members. Keys of success that will be discussed include member benefits which promote and ensure continued involvement.

  • When Private Equity Buys Your Franchisor
When Private Equity Buys Your Franchisor

Speakers:

  • Matt Murphy, President and CEO of Griswold Home Care
  • Michael Garner, Partner, Garner & Ginsburg, P.A.
  • Warren Lewis, Partner and Chair at Akerman

Session Description: Private equity firms are buying up franchisors and changing the rules! Oftentimes, the cooperation and shared vision that the franchisor fostered is replaced by a relentless drive to increase the bottom line.  Franchisees may find themselves faced with new fees, smaller territories, greater burdens and shorter agreements. This panel will review what happens when private equity takes over, and how franchisees can prepare for and deal with the changes.


Program Agenda

Sunday, April 30, 2017

OPENING

Welcome Reception

6:30 PM – 8:30 PM

Monday, May 1, 2017


GATHERING

Continental Breakfast

8:00 AM – 9:00 AM

Opening Session

9:00 AM – 11:00 AM
  • Welcome, Plan for the Day »
  • Total Quality Franchising: Yesterday, Today, and Tomorrow »
Welcome, Plan for the Day »

SMM Introduction of Program Chairs and Session Plans for Monday, Tuesday and Wednesday

Total Quality Franchising: Yesterday, Today, and Tomorrow »

Session Description:

AAFD Chairman, Robert Purvin and a distinguished panel of experienced professionals will examine the AAFD’s past, present, and future vision of “collaborative franchising” and how this culture has empowered the great brands that have respected the legitimate business goals of both franchisors and franchisees. The panel will share valuable strategies designed to not only achieve great franchisor-franchisee relationships, but also to implement fair and balanced franchise agreements.

Speakers:

  • Panel Chairman: Robert Purvin, Chair and CEO of the AAFD
  • David Alexander, President of IABF, an independent association of BNI® franchisees
  • Michael Garner, Partner, Garner & Ginsburg, P.A.
  • Reed Morgan, Vice President of IABF, an independent association of BNI® franchisees
  • Richard Rosen, Founding Member, The Richard L. Rosen Law Firm, PLLC
  • Ronald Gardner, Managing Partner of Dady and Gardner, P.A.


11:00 AM – 12:00 PM
  • State of the AAFD and Business Meeting »
State of the AAFD and Business Meeting »

Moderator: Robert Purvin, Chair and CEO of the AAFD

  • Introduction of Sponsors and organizers
  • Election of Directors
  • State of the AAFD

Lunch and Tradeshow

Market Power Lunch and Tradeshow

12:00 PM – 5:00 PM

Networking

Ice Cream Social and Drawing

4:00 PM – 5:00 PM

Reception

Reception for the Fair Franchising Standards Committee Reunion (By Invitation Only)

5:30 PM – 6:30 PM

Tuesday Agenda, May 2, 2017

GATHERING

Continental Breakfast

7:30 AM – 8:30 AM

General Session

8:30 AM – 10:00 AM
  • The Top Five Reasons Why Franchise Associations Succeed or Fail, Sponsored by Ideagility »
The Top Five Reasons Why Franchise Associations Succeed or Fail, Sponsored by Ideagility »

Speakers:

  • Bob Einhorn, Partner, ZARCO EINHORN SALKOWSKI & BRITO, P.A
  • Chip Rogers, President and CEO of the Asian American Hotel Owner’s Association (AAHOA)
  • David Alexander, President of IABF, an independent association of BNI® franchisees
  • Janet Quinn, Principal, Ideagility
  • Reed Morgan, Vice President of IABF, an independent association of BNI® franchisees 

Session Description:

Our seasoned and successful panel members discuss challenges, pitfalls and opportunities involved in empowering an effective franchise owners association. This includes developing great leadership, having and communicating a compelling mission and purpose, and building a culture to assure longevity. The panel will share strategies to navigate ongoing opportunities and issues regarding your franchisor anchored by collaboration and communication with your members and prospects.


Breakout Sessions 1

10:15 AM – NOON
  • Association Nuts and Bolts Part 2: Recruiting, Retaining & Involving Members, Funding, Offering Benefits, and Keeping Your Association Thriving »
Association Nuts and Bolts Part 2: Recruiting, Retaining & Involving Members, Funding, Offering Benefits, and Keeping Your Association Thriving »

Speakers:

  • Arthur Mosely, Immediate Past President of the Griswold Franchisee Association,
  • David Alexander, President of IABF, an independent association of BNI® franchisees
  • Mike Mack, Treasurer of the SMFOA and former Chair of the ServiceMaster FAC
  • Reed Morgan, Vice President of IABF, an independent association of BNI® franchisees 

Session description: Veteran association members from a variety of backgrounds share tips regarding the life blood of any association: chartering a new association, creating the structure, organization, recruiting and retaining members. Keys of success that will be discussed include member benefits which promote and ensure continued involvement.

  • How to Really Negotiate a Fair Franchise Agreement – a Strategic Demonstration
How to Really Negotiate a Fair Franchise Agreement – a Strategic Demonstration

Speakers:

  • Brian Schnell, Partner at Faegre Baker Daniels
  • Keith Kanouse, Founder of Kanouse and Walker, P.A.
  • Meg Mairn, Past president of the Griswold Home Care Franchisee Association (GHCFA)
  • Richard Rosen, The Richard Rosen Law Firm, PLLC

Session Description: A “Blue Ribbon” panel of franchise attorneys and representatives, each with a well-deserved reputation for negotiating fair franchise agreements, will share their insights as to what negotiating a fair franchising agreement entails and how it evolves. You will hear:

  • Whether franchisors and franchisees can really agree on what is “fair”;
  • What is most important to each side;
  • How do you get it;
  • What you might have to give up;
  • and more.

Lunch with Lawyers

12:00 PM – 1:30 PM

Sponsored by AAFD Franchisee LegaLine featuring hosted discussion by participating LegaLine member sponsors.

You will gain useful insights regarding legal matters that affect you and your business. If you are looking for legal advice, this luncheon is a valuable opportunity to create new relationships and get all your legal questions answered.


Breakout Sessions 2

1:30 AM – 3:00 PM
  • Dispute Resolution 101: Mediation, Arbitration, Litigation, Class and Group Actions—Why You Should Care
Dispute Resolution 101: Mediation, Arbitration, Litigation, Class and Group Actions—Why You Should Care

Speakers:

  • Charles Baum, Ginsberg Jacobs LLC
  • David Levaton, Lead Attorney at Franchise Legal Support APC
  • Mark Dady, Dady & Gardner, P.A.
  • Bryan Dillon, Law Offices of Brian Dillon, past Chair of CalBar Franchise Law Committee

Session Description: Modern franchise agreements contain a dizzying array of “dispute resolution” provisions that come into play when conflict arises between franchisees and franchisors. For individual franchisees and associations, navigating “mediation,” “arbitration,” “venue restrictions” and other limitations can be daunting. At the same time, these provisions may open up avenues for franchisees and franchisors to resolve their differences in a smooth and cost-effective manner. In this presentation, a panel of seasoned experts in dispute resolution will give you the knowledge to harness these complex provisions to your maximum advantage.

  • The Joint Employer Threat: An Opportunity for Franchisees to Regain Control of Their Businesses
The Joint Employer Threat: An Opportunity for Franchisees to Regain Control of Their Businesses

Speakers:

  • Erin Conway, Partner at Garner and Ginsburg, P.A.
  • Robert Zarco, Founding Partner at Zarco Einhorn Salkowski & Brito

Session Description: A distinguished panel of legal and franchisee association leaders will explore various ramifications of the explosive joint employer doctrine issued by the National Labor Relations Board in 2016. Are franchisors and franchisees united in opposing the imposition of the doctrine, or does it present an opportunity for franchisees to re-establish control of their franchised businesses? The panel will examine recent trends, the strategies of both franchisors and franchisees in addressing the doctrine, as well as what we can expect under the new presidential administration.


Break

Afternoon Break

3:00 PM – 3:15 PM

Breakout Sessions 3

3:15 AM – 4:45 PM
  • When Private Equity Buys Your Franchisor: What to Do Before, During, & After the Sell-out
When Private Equity Buys Your Franchisor: What to Do Before, During, & After the Sell-out

Speakers:

  • Matt Murphy, President and CEO of Griswold Home Care
  • Michael Garner, Partner, Garner & Ginsburg, P.A.
  • Warren Lewis, Partner and Chair at Akerman

Session Description: Private equity firms are buying up franchisors and changing the rules! Oftentimes, the cooperation and shared vision that the franchisor fostered is replaced by a relentless drive to increase the bottom line.  Franchisees may find themselves faced with new fees, smaller territories, greater burdens and shorter agreements. This panel will review what happens when private equity takes over, and how franchisees can prepare for and deal with the changes.

  • Getting Bang for your Buck: Franchisor Abuses, Group Buying Strategies, Co-Ops, and Being Your Own Supplier
Getting Bang for your Buck: Franchisor Abuses, Group Buying Strategies, Co-Ops, and Being Your Own Supplier

Speakers:

  • Bob Rothluebbers, Strategic Account Manager at Graybar
  • Matthew Dieffenbach, AAFD Director of Supplier Membership
  • Reed Morgan, Vice President of IABF, an independent association of BNI® franchisees
  • Robert Purvin, Chair and CEO of the AAFD
  • Tad Niklovich, Senior Vice President of Sales at Voxox,

Session Description: The potential of cooperative purchasing is heralded as one of the major benefits of a franchise network, and yet abuses of a franchisor’s ability to dictate suppliers is at the top of the list of franchisee complaints.  Our distinguished panel of franchisee co-op executives and suppliers engaged in negotiating volume purchasing opportunities will discuss the vast potential of franchise supplier opportunities, the abuses of supplier control that can sabotage group buying synergies, and potential solutions to achieve a collaborative approach to group purchasing.


Awards Reception and Banquet

Total Quality Franchise Awards Reception and Banquet

6:45 PM – 10:00 PM

View 2017 Total Quality Franchising nominees

Wednesday Agenda, May 3, 2017

Breakfast

Continental Breakfast

8:00 AM – 8:30 AM

GENERAL SESSION

25th Anniversary Franchisee Leadership Summit

8:30 AM – 12:00 PM

with a focus on franchisee empowerment, legislative initiatives, and effective supplier strategies


Golf Outing

Indian Wells Golf Resort, Southern California’s premier golf destination.

1:00 PM – 6:00 PM

The AAFD has scheduled a Golf Outing for interested attendees for Wednesday afternoon on May 3rd.  Tee times will be limited! If you are interested, please select the Golf Outing option in your program registration.  An extra charge of $149.00 will apply to cover green fees, golf cart, practice range balls.

If you have already registered for the conference, but have not reserved your tee-time, call the Indian Wells Golf Resort at 760-346-4653 and don’t forget to mention the AAFD Golf Outing or contact Matt Diamond at matt@syncmm.com for assistance.

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