Dallas 2025 Seminar Schedule

SPECIAL DALLAS WORKSHOPS 

GUEST SPEAKERS


11:20 AM - 11:40 AM

FRANCHISNG 101

Joe Fox | CEO Fox Professional Resources

Learn the ins and outs of franchising from Joe Fox, a leading franchise expert. This seminar covers the basics of franchising, including the different types of franchises, how to choose a franchise, and how to get started.


This workshop is perfect for:

 

  • Aspiring entrepreneurs considering franchising
  • Individuals looking for a proven business model
  • Anyone interested in learning more about franchise ownership

 


11:40 AM - 12:00 PM

Grow Your Business Exponentially: Expert Panel on Franchising with Steve Phelps

Steve Phelps | Vice President Franchise Genesis

Ready to take your successful business to the next level? This expert panel discussion, hosted by Steve Phelps, Vice President of Franchise Genesis, will explore the exciting world of franchising and how it can fuel the growth of your existing brand.

In this workshop, you'll learn:

 

  • The benefits and considerations of franchising your business model.
  • Proven strategies for developing a successful franchise program.
  • Insights from Rick Robinson and other franchise development experts.
  • How to identify ideal franchisees to expand your reach.
  • Answers to your questions about franchising your business.

 

Don't miss this unique opportunity to gain valuable insights and explore the franchising potential of your business!

 12:00 PM - 12:20 PM

SMART FRANCHISE SHOPPING 

Rudy Frederico | Franchise Expert

An insightful seminar hosted by Rudy Frederico an industry leader in both the franchise and coaching industries. He possesses a special passion for helping people become their absolute best with the gifts they’ve been given. Rudy's informative session will give you a behind the scenes look at the future of franchising and how to bypass the pitfalls of buying a franchise.


This workshop is perfect for:

 

  • Aspiring entrepreneurs considering franchising
  • Individuals looking for a proven business model
  • Anyone interested in learning more about franchise ownership

 


12:20 PM - 12:40 PM

Financial Springboard: Launching Your Franchise Dream with Van Conner

Van Connor | Founder of Conners Financial, LLC.
 For the last 36 years  Van has worked in the home improvement industry, commercial sales, and senior management, managing major manufacturing interests, growing and developing companies as well as finding financial solutions throughout franchise industry.
In this session, you'll discover:
  • The key financial requirements for starting a franchise, including franchise fees, initial investment costs, and ongoing operational expenses.
  • Funding strategies to secure the capital you need, exploring loans, personal savings, and potential franchisee financing options.
  • Financial projections and break-even analysis to understand your expected cash flow and profitability timeline.
  • Tax considerations specific to franchise ownership.
  • Building a solid financial plan to ensure your franchise thrives. 
Don't let financial uncertainty hold you back! Attend this seminar and gain the knowledge and tools to secure your success.
12:40 PM - 1:00 PM

From Corporate Refugee to Franchisee the new era retirement plan



Walter Lacey | Franchise Expert

This workshop provides a comprehensive introduction to the world of franchising, exploring the key considerations and steps involved in becoming a successful franchise owner. Led by experienced franchise consultant Walter Lacey, attendees will gain valuable insights into:


  • The Franchise Model: Understanding the fundamentals of franchising, including the relationship between franchisor and franchisee.
  • Evaluating Franchise Opportunities: Learn how to identify and assess potential franchise opportunities, including researching different industries and brands.
  • Due Diligence: Master the essential steps of due diligence, such as speaking with existing franchisees, visiting franchise locations, and evaluating the franchisor'.
  • Financial Planning: Develop a clear understanding of the financial requirements of franchise ownership, including initial investment costs, ongoing fees, and financing options.

1:00 PM - 1:20 PM

The Structure You Choose Dictates the Tax Code You Use

April Mora | Nexxess Business Advisors

You are one educated decision away from structuring your income and assets the way the wealthiest in the country do. Why leave yourself and your legacy open to the risk of lawsuits? If you want to keep more of the money you are working hard for, don’t miss this opportunity to learn the legal tax avoidance secrets that the IRS isn’t going to tell you, and that most CPAs just don’t know.

In this workshop, you'll discover:

 

  • Get Asset Protection and Tax Control while operating their business
  • Get Tax Control by deferring the capital gains tax when selling their business
  • Utilize pre-tax dollars to deploy in the next business venture
  • Build wealth for future generations by deferring all six types of passive income

1:20 PM - 1:40 PM

Finding a Franchise That Fits Your Lifestyle & Goals

Dustin Helms | Texas Business Expert Series
Co-Chair The Veterans Franchise Council

Dustin is a serial entrepreneur with a proven track record, Dustin has built successful businesses from the ground up in the automotive and real estate industries. He further honed his expertise in the franchise world by leading sales for an emerging insurance brand.

This is an ideal seminar for anyone who is:

  • Exploring franchise ownership but feeling overwhelmed by the options.
  • Unsure how to balance personal life with running a business.
  • Looking to make a career change but prioritize specific lifestyle factors:
  • Wanting to align their passion with a profitable business.
  • Ready to invest in a franchise but need guidance on finding the right fit.

1:40 PM - 2:00 PM

INVESTIGATING FRANCHISE OWNERSHIP

Mike Martuza | The Franchise Consulting Company

Mike is a seasoned professional with over 30 years of experience in business ownership, franchising, consulting, coaching, business management, and corporate settings. He owned the New York State Master franchising rights to ActionCoach until a successful buyout. For the past decade, he has dedicated his time to guiding aspiring entrepreneurs seeking similar success.


Who Should Attend:

  • Entrepreneurs considering franchising, who need funding solution
  • Entrepreneurs with innovative ideas and ambitious plans
  • Anyone looking to understand the funding landscape for small businesses
2:00 PM - 2:30 PM

South Asian Entrepreneurship in the US: A Discussion with Industry Leaders

Kapil Manocha | Founder South Asian Franchise Council

This seminar will explore the dynamic landscape of Indian entrepreneurship in the United States. The rise of Indian business ownership and the challenges and opportunities faced by Indian entrepreneurs. Join our esteemed panelists, Kapil Manocha and Ronak Patel as they offer expert advice on leveraging cultural heritage, mentorship, funding and building a strong network.

This seminar is ideal for:

 

  • Aspiring South Asian entrepreneurs
  • Established business owners seeking growth strategies
  • Anyone interested in the future of American business

 

2:30 PM - 2:50 PM

How to Buy a Franchise and Run It with Operational Excellence

John Ngo, DBA | CEO - John&Partners

Buying a franchise is one of the fastest ways to enter the world of business ownership. However, success doesn’t just come from selecting the right brand—it comes from running the business with Operational Excellence. In this session, John Ngo, DBA, a franchise expert and Operational Excellence Master Black Belt, will guide aspiring franchisees through the key steps of buying a franchise and setting up systems that drive efficiency, quality, and profitability.

Who Should Attend:

  • Learn how to choose a profitable franchise opportunity
  • Discover best practices to optimize daily operations
  • Gain insights from an expert with deep experience in both franchising and Operational Excellence
3:00 PM - 4:00 PM

Success by Design How to Survive & Thrive in Any Economy Keynote Speaker Bill Walsh

Bill Walsh | Founder & CEO Powerteam International, Venture Capitalist & Business Coach 
Economic uncertainty got you worried? This seminar, led by business growth expert Bill Walsh, will equip you with the tools and strategies to not just survive, but thrive in any economic climate.
 With over 30 years of experience, Bill will guide you through his proven Success by Design framework. 
In this workshop, you'll discover:
  • The power of disruptive innovation to launch, grow, and future-proof your business.
  • Building a clear vision, mission, and purpose to stay focused and achieve your goals.
  • Free and effective marketing tools to generate leads, sales, and partnerships.
  • Strategies to scale your business locally, regionally, nationally, or even globally.
  • Creating winning daily habits to ensure consistent success.
Don't weather the economic storm – take control! Attend this seminar and gain the knowledge and strategies to build a resilient and successful business.

DALLAS expo seminar schedule

MARCH 15-16, 2025 | Saturday 11am - 5pm | Sunday 11am - 4pm

ABOUT THE SEMINARS

  • Learn from the experts
  • Sit in on discussion panels
  • Interact with other entrepreneurs
  • Meet with legal and financial experts
VIEW SCHEDULE ▶
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