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NOVEMBER 5-6, 2008

Sheraton Los Angeles Downtown


Los Angeles, CA USA

International Symposium on Franchising


Global Expansion for Diversification and Growth

For more information, call IFA at 202/628-8000 or visit www.franchise.org.


NOVEMBER 5-6, 2008
Sheraton Los Angeles Downtown
Los Angeles, CA USA

International Symposium on Franchising


Global Expansion for Diversification and Growth

As the U.S. market faces a slow-growth tional experience. The green track is for
period, international markets on the flip those who are new to or are contem-
Is your system growing so side are experiencing much more favor- plating international franchising –
fast that you can barely keep able circumstances. This is good news presenters will provide in-depth infor-
up with demand? for franchising. You can improve your mation to help you launch a successful
prospects by adding international international development program.
opportunities to your list of options. But The blue track is for those with interna-
you need to know what you are doing if tional franchising experience – instead
Have you considered you are going to make the most of your of presentations, a discussion leader will
international expansion? opportunities in overseas markets. One facilitate an open dialogue among all
of the best ways to inform yourself and participants to maximize the informa-
your people is to participate in the IFA tion shared by people who are facing
International Symposium, November 5- similar issues in expanding overseas.
Are you aware of the fact 6 in Los Angeles.
that you now have a limited Our general sessions will shine a spot-
window of opportunity that Discover the latest trends and strategies light on successful franchise executives
makes you more competitive to take your business to the most as they reveal their assessments of
overseas? welcoming and dynamic international market conditions and their strategies
markets. See how the weak dollar helps for growth in the new franchise frontiers
you sell more and faster. But also learn and the hottest markets. Our Legal
how a weak currency demands that you Update features experts on develop-
Have you thought lately that design and organize your investments ments around the world which have a
international expansion is a and support systems in smarter ways. direct impact on your expansion plans.
smart form of business Our speakers and guests will help you Our roundtable discussions and
diversification? find the information you need, intro- networking opportunities will give you
duce you to new ideas and concepts ample chance to receive feedback and
and lead you through a variety of ways share ideas with other international
to do business profitably around the specialists and executives from global
Are you surprised to hear that globe while effectively managing prob- franchise companies.
there are markets in Europe, lems and risk.
Asia, the Middle East and Latin IFA’s 2008 International Symposium is a
America growing faster than We will have experts on hand to share special event you cannot miss. Now
the U.S. and eager to welcome their knowledge and experience on more than ever, you need to understand
a wide range of American fran- international expansion topics like what is happening around the world to
chising brands and concepts? Building a Successful International Fran- make the most of what you have at
chise Program, How to Manage a home. Only on rare occasions can you
Weaker Dollar, Legal Aspects of Interna- get such a wide exposure to reliable
tional Expansion, Accelerated Market information and trusted opinion
Expansion, International Lead Genera- leaders. Please make your plans to join
Are you staying home tion and more. Hear the advice and us today!
because you think that the strategies from people who have done
risk out there is too hard to it again and again. We will offer a
manage? “green” track and “blue” track to
accommodate varying levels of interna-
THE Program
How to Manage a Weaker Dollar 12:15 pm - 1:45 pm
A softer currency is both an asset for improved Luncheon & General Session:
competitiveness and a liability in terms of Franchisor Case Study
increased costs associated with serving and The UPS Store is one of the
WEDNESDAY, NOVEMBER 5 supporting the international network. Here are most recognizable brands
a few strategies to capitalize on the asset and across the world. We will be
8:00 am – 8:30 am control the liability (Interactive session) joined by Stuart Mathis, Pres-
Registration & Continental Breakfast ident, and Phil Thomison, VP,
❁ Making the most of field visits Worldwide Operations, who
Stuart Mathis
8:30 am - 9:30 am ❁ Utilizing technology for operating effi- will share their experiences in
ciencies entering and becoming
Opening General Session
❁ Local vs. headquarters support established in two different
❁ Long-term or short-term changes countries - a simple market
Welcoming Remarks: and a complex market. What
Steve Greenbaum, CFE, special legal, financial and
Facilitator: Lynette McKee, CFE, Vice
CEO, PostNet International President of Franchising and cultural issues had to be Phil Thomison
Steve Greenbaum
Franchise Corporation, New Business Development, considered and overcome?
IFA Chairman Dunkin’Brands, Inc. Our speakers will reveal their best practices
for balancing the right mix of resources and
Keynote Address: 11:00 am – 12:00 n strategy in order to become profitable in a
”International Expansion–– CONCURRENT SESSIONS (Select one) variety of international markets.
A Proven Strategy in Times
of Economic Uncertainty“ Lee Sanders Lead Generation
Acquiring quality leads is the foundation for 2:00 pm - 3:00 pm
Lee Sanders, CFE,
any international franchise sales and develop- CONCURRENT SESSIONS (Select one)
President & CEO, Johnny Rockets ment effort. You can wait for prospects to ask
Group, Inc. about your business or you can proactively Legal Aspects of International Expansion
pursue good quality contacts in promising Each market has its own disclosure require-
markets. Employing successful lead genera- ments and legal system. Every successful
9:45 am – 10:45 am tion strategies will lead to quality deals and a expansion plan factors carefully selected legal
CONCURRENT SESSIONS* (Select one) more rapid expansion of your franchise system. advice as part of a solid foundation.

* We are offering two tracks of concurrent ❁ How to create a profile for your ideal ❁ Which countries have disclosure laws?
sessions – the green track is for those who international franchise ❁ What are the differences – pre-sale?
are new to or are contemplating interna- ❁ How to construct an effective message ❁ What are the differences – post-sale?
tional franchising; and the blue track is for and get the word out ❁ How can a franchisor comply?
those with international franchising expe- ❁ Effective lead generation sources ❁ Other Key Legal Considerations in Inter-
rience. Please select the session most ❁ How do you qualify international leads? national Expansion
relevant to your needs.
Moderator: Lee Vala, SVP, Global Develop- Moderator: Lee Plave, CFE, Partner, Plave
ment, The Alternative Board Koch PLC
Building a Successful International (TAB)
Franchise Program Speaker: Daniela Brito, Director & Legal
Speaker: Kristin Houston, Senior Interna- Counsel, Dunkin’Brands, Inc.
To build a successful international franchise tional Trade Specialist, U.S.
program the franchisor needs to ensure it has Commercial Service
a sound business plan, a solid blueprint for Joshua Ream, Sr. Manager, Building the Franchise Relationship
targeting expansion markets and a firm International Business Devel- Relationships are a part of the currency of
handle on the appropriate expansion vehicle opment, Papa John's many of the most successful international
to utilize as it enters international markets. International businesses. It applies to large and small busi-
This session will address these topics and nesses and it certainly applies to international
provide a foundation to create a successful Accelerated Market Expansion franchising. Creating, cultivating and growing
international program. Accelerating market expansion is a key goal relationships is an art and science and a valu-
of all franchisees. With the appropriate able skill everyone can learn. (Interactive
❁ Organizational readiness – When is it strategy and support, you can set your own session)
time to “go international”? pace, penetrate markets and achieve your
❁ Identifying and evaluating target markets goals thus reaching the economies of scale ❁ The value of international advisory councils
❁ Choosing the right expansion vehicle you and your franchisees need to be ❁ Enforcing standards from a distance
successful. (Interactive session) ❁ Motivating from a distance
Moderator: Bill Edwards, CFE, CEO, ❁ Fixing small problems before they grow
Edwards Global Services, Inc. ❁ Determining market potential ❁ Communication
Speaker: Udo Schlentrich, Ph.D, Asso- ❁ Combating increased competition
ciate Professor, William ❁ Establishing and enforcing development Facilitator: Donald J. Dwyer, Jr., CFE,
Rosenberg International schedules Director of International Oper-
Center of Franchising, ations, The Dwyer Group
University of New Hampshire, ❁ Incentives that accelerate expansion
Whittenmore School of Busi-
ness & Economics Facilitator: William Gabbard,
President/CEO, Jungle Quest
Franchising
THE Program
10:00 am – 11:00 am 11:15 am – 12:15 pm
WEDNESDAY, NOVEMBER 5 CONCURRENT SESSIONS (Select one) CONCURRENT SESSIONS (Select one)
3:15 pm – 4:45 pm Closing the Sale
Financial Structure of the Deal
International Business Solution Successful franchise programs have a deal struc- Time is a critical element in all franchise nego-
Roundtables ture that creates a “win win” environment for tiations. The best results are achieved when a
Our roundtables offer you the opportunity to franchisors and franchisees alike. This session will franchisor has a structured sales process,
sit down with other international franchise explore pricing strategies and key considerations remains actively engaged with prospects and
development specialists to discuss insights to evaluate when establishing fees associated knows how to conclude negotiations in an effi-
and lessons learned about a particular market with your international franchise offering. cient manner.
or topic. You will have the opportunity to sit in
on two discussions during the 90-minute time ❁ Estimating Market Potential ❁ Knowing there is a clear understanding
period. The likely topics will include: between the parties
❁ Evaluating the franchisors upfront cost and
cost of supporting the business ❁ What due diligence is needed before
❁ Latin America ❁ Emerging ❁ Creating a fee formula – Upfront fee and signing an agreement?
❁ Canada Markets ongoing fees ❁ Tips on Negotiation – creating the Win
❁ Middle East ❁ Keeping the ❁ Fee sharing in a Master Franchise relationship Win
❁ Europe Growth Going ❁ Sources of information used in setting fees ❁ When to Walk Away
❁ Asia ❁ Lead Generation
Moderator: Carl Zwisler, Of Counsel, Haynes Moderator: William Le Sante, CFE,
and Boone, LLP CEO, Le Sante International
5:00 pm – 6:30 pm
Speaker: John Dring, Chief Operating Speaker: Dennis Fuller, Executive Vice
International Reception Officer, Cartridge World President, Franchise ReSales,
LLC

THURSDAY, NOVEMBER 6 Negotiating a Market Take-Back or Resale


Adjustments along the way are sometimes Alternatives to Litigation
desirable and at times inevitable. What strate- Avoiding litigation is a common goal of fran-
8:00 am – 8:30 am gies are employed when a change in ownership chisors and franchisees alike. Identifying and
Continental Breakfast must take place? How do we effectively effectively implementing alternatives to litiga-
manage a transition with minimal impact on the tion will go a long way toward preserving the
8:30 am – 9:45 am operation and while positioning the brand for franchisor / franchisee relationship and will save
General Session/Legal Panel: future prosperity? (Interactive session) time and money.
News From Around the World
❁ Signs it is time for a change ❁ Finding the “business” solution
Moderator: Philip Zeidman, Partner, DLA ❁ Motivating the franchisee to accept ❁ When and how to use mediation
Piper US LLP change ❁ When and how to use arbitration
Speakers: ❁ Executing the change ❁ Moving past the problem and preserving
Asia: Stephen Giles, Partner, Deacons ❁ Protecting and reintroducing your the relationship
Lawyers program to existing franchisees
Europe: Mark Abell, Partner, Field Fisher Facilitator: Brian Schnell, CFE, Partner,
Waterhouse LLP Facilitator: Kay Ainsley, CFE, Managing Faegre & Benson
Canada: Edward Levitt, Partner, Gowling Director, Michael H. Seid &
Lafleur Henderson LLP Associates 12:30 pm – 2:30 pm
Latin America: Jorge Mondragon, Partner, Lunch & General Session:
Gonzalez Calvillo, S.C.
Panel of Experts

❁ What is the current scenario for franchise


global expansion?
❁ Lessons learned from global expan-
sion––case studies
❁ Cultural differences and how to approach
them

Moderator: Steve Greenbaum, CFE, CEO


PostNet International Franchise
Corporation & IFA Chairman of
the Board
Speakers: Peter Holt, COO, Tasti D-Lite
Ned Lyerly, Senior Vice Presi-
dent, CKE Restaurants, Inc.

2:30 pm
Symposium adjourns
Who Should Attend Cancellation Policy
This program is specifically designed for Full refunds (minus a $50 administration
international franchise development fee) will be granted for registrations
professionals looking for the latest cancelled at least 14 days in advance of
strategies for expanding their franchise the Symposium. A 50% refund (minus a
systems overseas. Everyone from Pres- $50 administration fee) will be provided
idents, CEOs, COOs, Vice Presidents, for registrations cancelled 7-14 days in
Directors and Managers will benefit advance. No refunds will be permitted
from attending our Symposium. If you for cancellations less than 7 days in
are seeking information on how to bring advance or for “no shows.” All requests
your franchise system to the next level for refunds must be made in writing.
through international expansion, this is a Substitutions are permitted ay any time.
“must attend” event for you.
Hotel Information
West Coast All International Symposium sessions
Franchise Expo will be held at the Sheraton Los Angeles
The International Downtown located at 711 South Hope
Symposium is scheduled in Los Angeles Street. The telephone number is
just days prior to the West Cost Franchise 213/488-3500 and the guest fax number
Expo. The 2008 WCFE is slated for is 213/488-4110. The hotel is in close
November 7-9 at the Los Angeles proximity to the Convention Center and
Convention Center and attracts savvy Los Angeles sports venue, The STAPLES
entrepreneurs from the West Coast Center. The Sheraton is just 20 minutes
region who want to tap into the franchise from LAX Airport. For more information
market. For more information about the about the Sheraton, visit www.sher-
WCFE, visit www.WCFExpo.com. aton.com/LAdowntown.

Registration Fees Hotel Reservations


IFA Members = $699 Make your hotel reservations by calling
Non Members = $899 the official travel agency of the West
Coast Franchise Expo, EXPO TRAVEL.
Your registration fee includes course Special arrangements have been made
instruction and materials, two conti- with a few of the finest hotels in down-
nental breakfasts, refreshments, two town Los Angeles at prices well below
luncheons and one evening cocktail regular rates. For more information
reception. To register, simply complete about booking a room, please visit
our registration form (one form per http://www.wcfexpo.com/travel.cfm or
person) and fax or mail it to: contact EXPO TRAVEL, Monday-Friday,
9:00 am -5:00 pm Eastern Standard
IFA International Symposium Time at telephone 201/655-7221.
1501 K Street, NW, Suite 350
Washington, DC 20005 ICFE Credits
Fax: 202/628-0812 You may earn 300 Elective
credits towards the completion
If you prefer to pay by wire transfer, of the Institute of Certified
payment should be sent to: Franchise Executives (ICFE) accredita-
PNC Bank tion by attending the International
1101 15th Street, N.W., Washington, DC Symposium.
20005, USA
Bank ABA#: 054000030
Account Name: International Franchise
Association
Account Number: 5300737752
International Symposium on Franchising
Global Expansion for Diversification and Growth
NOVEMBER 5-6, 2008 Sheraton Los Angeles Downtown • Los Angeles, CA USA

Registration Form
Fee includes course instruction and materials, two continental breakfasts, refreshment breaks, two luncheons, and an evening
cocktail reception. Please complete one form per person.

Full Name ________________________________________________________________________Nickname for Badge__________________________________

Title __________________________________________________________________________________________________________________________________

Company ____________________________________________________________________________________________________________________________

Address ______________________________________________________________________________________________________________________________

City___________________________________________________ State________ Postal Code_________________ Country ______________________________

Telephone______________________________________________ Fax __________________________________________________________________________

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■ Check here if you DO NOT wish to receive emails and faxes on Symposium events and issues of interest.
■ Check here if you require assistance to participate. Please specify:_____________________________________________________.

Registration Fees For Hotel Reservations:


Please mark the appropriate box to indicate your participation and fees. Make your hotel reservations by calling the offi-
Fees are per person. cial travel agency of the West Coast Franchise
Expo, EXPO TRAVEL. Special arrangements
■ IFA Member (Franchisor, Supplier have been made with a few of the finest hotels
Forum, Association Reps) $699 in downtown Los Angeles at prices well below
■ Non Member $899 regular rates.
Grand Total _____________________ For more information about booking a room,
please visit http://www.wcfexpo.com/travel.cfm
(A $50 fee will be added to regular registration rates for onsite processing.)
or contact EXPO TRAVEL, Monday-Friday,
9:00 am - 5:00 pm Eastern Standard Time at
Payment Method telephone 201/655-7221.

■ Check enclosed Payable to IFA (Federal Tax ID #36-6108621)


Cancellations:
Full refunds (minus a $50 administration fee) will be
■ Credit Card: ❍ Amex ❍ Discover Card ❍ MasterCard ❍ Visa granted for registrations cancelled at least 14 days in
Account # –––––––––––––––––––––––––––––––––––––––––––––––––––––––––– advance of the Symposium. A 50% refund (minus a
$50 administration fee) will be provided for registra-
Expiration Date ––––––––––––––––––––––––––––––––––––––––––––––––––––––
tions cancelled 7-14 days in advance. No refunds will
Card Member Name –––––––––––––––––––––––––––––––––––––––––––––––––– be permitted for cancellations less than 7 days in
advance or for “no shows.” All requests for refunds
Signature––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
must be made in writing. Substitutions are permitted
Billing Address –––––––––––––––––––––––––––––––––––––––––––––––––––––– ay any time.

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■ Wire Transfer Complete and return with payment to:


PNC Bank IFA’s International Symposium
1101 15th Street, N.W., Washington, DC 20005, USA 1501 K Street, NW, Suite 350
Bank ABA#: 054000030 Washington, DC 20005
Account Name: International Franchise Association Tel: 202/628-8000 • Fax: 202/628-0812
Account Number: 5300737752 www.franchise.org

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