Focus on what counts

H.E.A.T. Franchise Summit

Aug 25, 2020


Tuesday, August 25, 2020  toThursday, August 27, 2020 


Virtual Summit

Citrin Cooperman is a proud Platinum Sponsor.

Now more than ever, we need to rely on each other to reinvent our business. And the best way to do that is to learn from others in the franchise industry. I would like to personally invite you to join us for an exciting, first-of-its-kind completely virtual franchise summit.

SPEAK!, in partnership with Tortal Training, has created a 5-Star virtual experience for the global franchise community. It’s just like being at a conference but without the travel! This remarkable event is designed to lift up our franchise community and provide much needed networking and sharing of best practices in today’s evolving business climate.

You’ll be able to connect, network, learn, and be inspired with our daily programming. Be a part of interactive learning tracks for franchisors OR franchisees in the following categories:

  • The New World Marketing in the New World
  • Building Unstoppable Franchise Relationships
  • Effective Virtual Meetings & Learning
  • Franchise Sales: Now & in the Future
  • Vision, Opportunity & Growth Management
  • Growth Strategies

For more information, and to see the full schedule, visit


Day 1 - Tuesday, August 25

Panel Session – Private Equity and Franchisors 2:00 pm
Moderator - Jeremy Holland, The Riverside Company
Panelists – Meg Montague, The McLean Group, Michael Iannuzzi, Citrin Cooperman, Anthony Polazzi, AP Franchise Concepts

Roundtable – Facilitator Robert Gilbert
3:15 - 3:45 pm
3:45 pm - 4:15 pm
PPP Forgiveness and Employee Retention Tax Credit for Franchisors and Franchisee

Day 2 - Wednesday, August 26

Panel Session - Working with Private Equity as a Franchisee; Multi-Unit Expansion 1:30 pm – 2:30 pm
Moderator: Jeff Bannon, Partner, The Rawls Group-Business Succession Planners
Panelists: Michael Iannuzzi, CPA, Partner & Co-Practice Leader, Franchise Accounting & Consulting Practice, Citrin Cooperman; Grant Marcks, Principal, Head of Business Development, Atlantic Street Capital; Amy Cheng, Partner, Cheng Cohen, LLC

Are you a multi-unit franchisee looking for an exit or looking for capital to grow? Are you a franchisor that has private equity interested in your franchisees? In this session the panel will cover topics such as finding the right private equity partner, succession planning, operating with a private equity investment and accounting and legal due diligence planning considerations in gearing up your company for sale or gearing up your company to make a purchase.

Roundtable – Facilitator Jae Pi
2:40 - 3:10 pm & 3:10 - 3:40 pm
ASC 606 Update - (Franchise fee revenue recognition trends, updates and experiences)

Day 3, Thursday, August 27

Panel Session - Building Unstoppable Franchise Relationships -- Dealing with Non-compliant and Disengaged Franchisees 1:30 pm – 2:30 pm
Moderator: Aaron Chaitovsky, Partner & Co-Practice Leader, Franchise Accounting & Consulting Practice, Citrin Cooperman
Panelists: Justin Sallis, Partner, LathropGPM; Mary Thompson, Chief Operating Officer, Neighborly; Jessica Wescott, Chief Financial Officer, Fuzzy’s Taco Shop The core of a solid Franchise concept is its successful and happy Franchisees.

This session will focus on issues and best practices in creating harmony between the Franchisor and the Franchisee family, sharing in-depth real-life examples and experiences and offering advice from many years of experience. Franchisor/Franchisee relationship Is not always an easy one, but there are many ways to keep harmony in your system and increase both yours and your franchisees’ opportunity for success.

Roundtable – Facilitator Kimberly Kraemer
2:40 - 3:10 pm & 3:10 - 3:40 pm
How to help underperforming franchisees 

Get valuable insights and takeaways from leaders in the industry who share their stories as trailblazers on the path to success.

Please make sure to register and open the link above via Google Chrome.
Enter code CITRINCOOPERMAN20 upon check-out to receive 20% off.

(Receive 100 CFE participation credits if currently enrolled in the CFE program)

Michael Iannuzzi, CPA, CFE
Partner and Co-Practice Leader
Franchise Accounting & Consulting Practice
Aaron Chaitovsky, CPA, CFE
Partner and Co-Practice Leader
Franchise Accounting & Consulting Practice