Coleman Webcast: Financing Franchise Brands, Opportunities or Traps

When: Thursday, November 6, 2014
Financing Franchise Brands, Opportunities or Traps?
2:00 p.m. to 3:00 p.m. Eastern
1:00 p.m. to 2:00 p.m. Central
12:00 p.m. to 1:00 p.m. Mountain
11:00 a.m. to 12:00 p.m. Pacific
Complimentary Coleman Report Live! News Show with Bob Coleman from 1:50 p.m. to 2:00 p.m. Eastern
Click Here For Your Complimentary Registration

Franchise lending offers a great risk mitigant – Brand Performance History. However, not all franchise brands are the same. Unlocking and understanding the inner-workings of the franchise brand can save you time, mitigate your risks, and grow your portfolio. Franchise lending is predictable, scalable and when done properly, lower risk than traditional small business lending.

This webinar aims to arm you with an understanding of common misconceptions and benefits of working with franchises, what to look for when working with a franchise business and what tools are immediately available for you to use in order to make accurate and expeditious loan decisions. Learn how more than 5,600 lender members use the Franchise Registry (www.franchiseregistry.com) and why this is the essential tool you need in growing a strong and reliable franchise portfolio.

If you are thinking of starting or growing your franchise book of business but may not be sure how to, or if you are seeking a better understanding of how franchised businesses operate and how it relates to loan underwriting, this session is for you.

Session Outline

I. Franchising Overview

a. Lending to Franchises vs. Traditional Businesses
b. Common Misconceptions, Undiscovered Opportunities

II. Finding and Understanding Public Information on High Performing Franchise Systems

a. The Forbes Top Performing Franchises
b. Fast and Risk-Reducing Underwriting

III. Lender Friendly Franchisors Help Mitigate Risks

a. What is a Lender Friendly Franchise and how do you find them?
b. Best Practice Case Study (Guest Franchisor TBD)
c. In-depth due-diligence found nowhere else– the Bank Credit Report

IV. Where to start? Tips on Using the Franchise Registry

a. Are you a member of the Franchise Registry? (Membership is free)
b. Checking the viability of the franchise
c. Is the Franchise SBA pre-approved?
d. Does the franchise have a bank credit report? Signing the NDA

V. Conclusion – Nothing to Fear with Franchise lending if you follow the performance history!

Who should attend:
Bank C-Level Managers
Chief Credit Officers
Commercial Loan Department Managers
SBA Loan Department Mangers
Bank Chief Financial Officers

This webinar is rated “INTERMEDIATE” for all attendees.

Coleman’s Webinar level of instruction guide:
ELEMENTARY — The webinar assumes the audience has no experience in the topic.
BASIC — The webinar is for small business lenders who have some experience in the topic. The webinar is designed as the Topical 101 course. This is the appropriate level of instruction for managers who oversee the function.
INTERMEDIATE — The webinar solves an unique problem for the small business lending professional. A strong working knowledge of the subject matter is recommended.
EXPERT — The webinar discusses detailed, technical and advanced topics for the well-seasoned professional. A strong working knowledge of the subject matter is a must.

Certificates of Participation

All Coleman Webinar attendees will receive a certificate of participation. This documents your continuing education history for your regulators. Also, this documents the answer for SBA’s Review question of continuing staff education.

We will automatically forward a certificate of participation for those who are registered to attend the webinar via GoToWebinar.

If you have purchased the unlimited site license and would like certificates for all who attend simply forward their names and email addresses to jeanne@colemanreport.com. She will email the certificates to all attendees.

Questions

Questions are encouraged. There are two ways to ask a question. The first is to ask the question via the chat box on the GoToWebinar dashboard. The second way is to send an email to bob@colemanreport.com.

Also, feel free to ask pre-webinar questions.

Join Coleman’s Expert SBA Instructor:

Ron Feldman
Chief Development Officer
FRANdata
Ron Feldman is Chief Development Officer at FRANdata, leading consultants on the franchising model and franchise capital access. Ron utilizes his knowledge and more than 20 years of experience in franchising and franchise finance to improve the flow of capital to the franchise community. Ron is also a principal at Franchise America Finance and Siegel Financial Group and continues to serve as their Chief Brand Strategist. He is often called upon to be a keynote speaker at franchise-related events, and has appeared on television programs championing the cause of small businesses. Feldman has been published numerous times in trade magazines, and is the instructor-of-choice and subject matter expert on financing and capital access to the International Franchise Association (IFA).

Moderated by:
Bob Coleman
Editor
Coleman Report

Bob Coleman is the Author of “Money Money Everywhere and Not a Drop for Main Street.”

Bob is the Editor of the Coleman Report, a trade newsletter and website for small business bankers. He is the nationally recognized expert on small business lending. He has been a regular contributor for Fox Business News and is sourced frequently by all major financial media news outlets including the Wall Street Journal and Bloomberg.

He is a prolific keynote speaker at numerous small business lending events across the United States every year – including recent international speaking engagements in the U.K. and Germany.

Coleman has a B.A. in Medieval History from the University of California Santa Barbara and a M.B.A. in Real Estate Finance from the University of Southern California.

About Coleman Webinars

Coleman is the largest producer of small business banking webcasts in the country, all taught by the best experts in our industry.

Not only are our instructors chosen with care, they are excellent teachers of their craft.

Coleman’s Webcasts provide 75 minutes of highly specialized information, access to industry experts, live Q&A, and step-by-step “how-to’s” on a variety of topics relevant to today’s small business banker.

Why a Webcast?

No airfare, no hotels. Just cram as many people as you wish into your conference room and turn on the computer. You have several options to view the program. You may watch on screen, or listen in on your phone.

You can choose to have any many connections nationwide.

A great benefit of the program is that you have the ability to ask questions directly of the panelists. Or, you may simply email Coleman during the program and he will air your question.

All of our webcasts are recorded. You have the option to receive a DVD recording of the event to share with anyone you wish.

A transcript of the program is also provided.

How it Works

We use GoToWebinar as our platform. You will receive a link that will direct you to an Internet site to view the presentation. If you would like to test this process to make sure you will be able to access the link through your system’s firewall, just send an email to joseph@colemanreport.com, and he will schedule a test run.

Accessing GoToWebinar

There are two ways to access the webcast. The first is to simply click on the link we will provide when you register.

If you have a firewall issue, or you can’t get the GoToWebinar link to work, don’t panic!

The second way to access the webcast is directly from the GoToWebinar website. You will simply need to input the webinar ID and access code. These will also be provided when you register, and again the day before the webinar when we distribute the handouts.

Note we will open the webinar for attendees to join at 12:00pm ET. This will give each attendee two full hours before the webinar begins to troubleshoot any technical issues. Call (818) 790-4591 if you need assistance.

New! All Coleman Webcast Speakers are seen Live via Video Stream

You will see our speakers live through a video feed. You may customize the size of the speaker and power point presentations by clicking on the webcam button on the GoToWebinar dashboard. You may position the speakers at the top, bottom, right or left hand sides. You may also choose to eliminate the video stream and just view the power point.

Telephone Only Option

You may also choose to listen to the program on your telephone. The phone number will be provided with the handouts.

PDF Handouts

You will receive the pdf handout via email the day before the event. These may be distributed to all of your attendees.

Replay Link

If something comes up and you miss any part of the webcast, or there are technical issues such as a power failure, Internet dropout, fire alarm drills, actual fires or, earthquake (yes that has happened!) simply email joseph@colemanreport.com and he will send you a link you may watch all or part of the webcast at your leisure. There is no charge for this service.

Complimentary Coleman Report Live! News Show with Bob Coleman from 1:50 p.m. to 2:00 p.m. Eastern

Log and dial in ten minutes before each Coleman webcast to hear the “Complimentary Coleman Report Live! News Show” with Bob Coleman.

We do this for two reasons. First, the pre-show confirms you are successfully connected to the webcast. Second, we provide you a synopsis of the current news to help you place what is happening to the small business lending industry in context. Join us for this free feature!

The Fine Print

1) The single user registration is free You may distribute the materials to anybody in your company.
2) You may invite as many people from your institution from as many locations as you wish. (You also get the reply link and transcript!) We will forward you a link that allows you to sign up as many people as you wish.
3) Substitutions are allowed.

Easy Ways to Sign up!

1) Previous customers need only to send an email to joseph@colemanreport.com with “Register” and the date of the webcast in the Subject Line. We will do all the paperwork.
2) Call Customer Service at 818-790-4591 extension 1
3) Click Here For Your Complimentary Registration