agenda at a glance October 22-24, 2025 | Austin TX

This is your chance to step away from the usual hierarchy and have real, honest conversations with other senior leaders who get it. In this small-group session (yes, that means no direct reports… and no boss), we’ll dig into the challenges that keep you up at night—from supporting franchisees and leading high-performing teams to aligning strategy with growth goals. Come ready to share, listen, and leave with fresh ideas you can actually use.

• Structured agenda with flexibility to dig deeper into the topics that matter most to you
• Combination of roundtable discussion, hands-on exercises, and networking
• Practical action steps you can start implementing in your organization immediately

Let’s talk about the stuff that doesn’t make it into the boardroom slides. Culture clashes, burnout, retention struggles—this session is your space to dive into the real human challenges behind franchise success. Join fellow HR and People leaders for an open, honest conversation about what’s working, what’s not, and how we can support the people who power our systems.

• Structured agenda with flexibility to dig deeper into the topics that matter most to you
• Combination of roundtable discussion, hands-on exercises, and networking
• Practical action steps you can start implementing in your organization immediately

What happens when you shift your field team’s role from auditors and trainers to strategic business partners? At Hand & Stone, that transformation delivered measurable results. The visionaries behind this success story, Julie Hauser-Blanner and Kit Roveda, will walk you step-by-step through how they orchestrated operational shifts, training models, and a leadership mindset that redefined their franchisee support structure. You’ll learn how aligning span of control, investing in the right talent, and setting clear expectations elevated Hand & Stone’s field support into a true business partnership, ultimately strengthening franchisee relationships and improving performance across the system—and how you can, too.

Succession planning isn’t just a retirement issue, it’s a business growth strategy. We’ll explore why exit planning should begin the day a franchisee signs on. From building the mindset with new owners to practical steps for operations teams to support transitions, this session offers tools and insights to help your brand avoid last-minute chaos and ensure smooth franchisee exits. We’ll cover: • Why succession planning is a business strategy, not an exit strategy • How to use the end goal to improve operations, profitability, and mindset early on • The franchisor’s role in helping franchisees prep their business for sale—and attract the right buyer • A franchisee-facing checklist to start succession planning early • Corporate action steps to identify and support potential transfers or sales • Lessons from brands who’ve built a culture of long-term planning and ownership transitions • Ideas to strengthen your validation story with candidates Walk away with practical ideas for integrating succession planning into your field support, training, and long-term franchisee engagement. A stronger exit plan starts with a smarter start.

Too many franchisees get months, or even years, into business without truly understanding their numbers. This session dives into how franchise support teams can set the financial tone from the very beginning. We’ll explore proven strategies for coaching franchisees on break-even timelines, essential KPIs to track, and how to use tech and AI to build financial confidence and literacy. Learn how top brands are aligning field teams, finance coaches, and franchisees around clear, actionable financial goals to drive profitability faster

Whether you’re just building your onboarding process or looking to tighten it up, this session offers a practical roadmap to ensure your franchisees don’t just survive—they succeed.

Key Takeaways:

• What to teach early- Core financial concepts that every franchisee must understand in the first 30-90 days.
• Coaching structure- How brands are building financial coaching into their onboarding and ongoing field support playbooks.
• Metrics that matter- Which KPIs to track and benchmark to keep franchisees focused on profitability.
• Tech + AI tools- Real-world examples of platforms and AI tools that simplify financial visibility and make data digestible.Cross-team alignment- How the corporate team and field teams can collaborate to reinforce financial discipline across the network

Franchise success requires the right system, the right technology, and the right people to work in harmony, and when it does, your operations team is a triple threat that can take your franchise to the next level. In this session, you’ll learn how to bring all three together. 

1. Drive operational excellence by developing efficient systems that ensure consistency, eliminate waste, and promote high standards every day
2. Integrate technology that does more than just simply work—it sharpens your competitive edge, improves operations, and enhances customer experiences 
3. Embrace accountability by fostering a results-driven culture rooted in clarity and personal responsibility, starting with setting clear expectations, using transparent metrics, and establishing feedback loops.

• How Nurse Next Door connects culture to business results through a bold, people-first approach, anchored in leadership behaviors, feedback, and trust.
• The KPIs that matter most when you’re measuring more than engagement- team member experience, business growth and leadership.
• How Nurse Next Door has built systems that turn values into action: from recognition and communication frameworks to leadership development and real-time feedback.
• Practical ways to scale a people-first culture across corporate teams and franchises, without losing authenticity or clarity.

New franchisees have very different needs than mature ones, which means operations teams need to tailor a support model that meets each franchisee where they are. We’ll break down the stages of the franchisee lifecycle and identify strategies for developing a support model that matches each stage. In this working session, you’ll break out into roundtables based on your sector to map a “support journey” for franchisees at three key lifecycle stages: onboarding, growth, and plateau/turnaround.

Key Takeaways:

• Solid understanding of the unique support needs at the different stages of the franchisee lifecycle
• Practical strategies that work for your sector: what onboarding should like for services vs food vs home services brands
• A map you can take home and implement to enhance support for your franchisees wherever they are in their franchise journey

Multi-unit ownership is a smart way to expand your franchise system, but it does require specialized systems and support to ensure that successful single-unit owners can maintain success across two, three, or more locations, and franchisees joining your system with plans to open multiple locations have a solid foundation for success in place. Learn what multi-unit owners need from field support teams, and how leadership teams can arm franchisees and business coaches with the skills and tools they need to succeed.

Frontline employees see it all… customer frustrations, operational roadblocks, and the everyday moments that define your brand. These employees are the direct link between your business and its customers, yet their insights often go unheard at the corporate level. In this session, we’ll explore the real-world wisdom frontline teams bring to the table and how HR and corporate leaders can better listen, learn, and act on their perspectives to improve operations, employee experience, organizational culture, and customer satisfaction.

Discover how to bridge the gap between frontline realities and corporate strategy by leveraging employee feedback, fostering a culture of trust, and implementing changes that drive both engagement and business success. You’ll leave with actionable strategies to amplify frontline voices, improve communication between teams, and create a stronger, more human-centric organization.

Key takeaways:

• How to capture and apply frontline insights to improve business outcomes.
• Strategies to strengthen the connection between corporate teams and customer-facing employees.
• Best practices for building trust and engagement with frontline teams to reduce turnover and enhance performance.