Presented August 12, 2021 • 1:00PM CST

The Monitor 200–Trends and Opportunities in the Multi-Unit Franchisee World!

Join John Hamburger of the Restaurant Finance Monitor on Wednesday, August 4 at 1 p.m. EST where he’ll present the 2021 ranking of the 200 largest restaurant franchisees in the United States and discuss trends, opportunities and current operating conditions with key franchisee leaders. John will be joined by Cristin O'Hara, managing director and group head of Bank of America’s restaurant group; SG Ellison, president of Diversified Restaurant Group (Taco Bell and Arby’s franchisee); and Jeff Liegel, CEO of S&L Companies (Culver’s franchisee).

Presented June 23, 2021 • 1:00PM CST

Opportunities and Challenges To Acquire Distressed Restaurant Companies

The Covid pandemic impacted many retail businesses, but none more than restaurants. A quick government intervention provided relief to many struggling companies. However, the number of distressed situations is higher than was predicted. Now that the economy is bouncing back and restaurant sales are trending higher, cost pressures, debt levels and uneconomic leases are still impacting these same companies. We see the number of distressed situations rising and hope you can join us for this important webinar where we’ll explore the distressed marketplace for restaurants and offer tips to become more proactive. During this session, you will get the latest information on what it takes to buy or sell a distressed company in 2021 and beyond.

May 25, 2021 • 1:00PM CST

May RFM Demo Day

In this Demo Day, we previewed three excellent software and service solutions for multi-unit restaurant businesses. The first category we previewed is Accounting and financial reporting software and our first presentation was from Sage Intacct. Sage is the leader in financial and accounting cloud software for restaurant and hospitality organizations. Their software helps restaurant customers to better navigate uncertainty and prepare for future growth by streamlining financial processes and providing in-depth and real-time industry specific dashboards and reporting. Walt Hicks, a principal solution consultant with Sage, made the presentation. The second category we covered was Alternatives to Bank Credit Card Processing—Trustly is a global leader in online banking payments and its network bypasses the credit card networks, enabling consumers to make fast, simple, and secure payments to merchants directly from their online banking accounts. Loey Matousek, vice president of sales, joined us for Demo Day.. And finally, most restaurant businesses are far from asset lite and that means they require Facility and Asset Management solutions— That’s why we added Ecotrak, a leading facility and asset management software founded by restaurant professionals. Their software provides a user-friendly experience that allows restaurants to manage their facilities and save money with real-time, actionable data. CEO Matt Singer and Director of Business Development, Sean Sierra, were presenters.

April 14 2021 • 1:00PM CST

Liquidity Options Abound: What the Restaurant Revitalization Fund, Employee Retention Tax Credit and Other Government Tax and Stimulus Programs Can Do for You

The new Restaurant Revitalization Fund will provide $28.6 billion in grants to restaurants and bars in need. As we await SBA's final rules, attendees will learn the key features of the program including eligibility, grant amounts and what documentation will be required to access funding. This session will also explore in detail the Employee Retention Tax Credit (ERTC) and the major updates that recently became law. The new ERTC expands the number of employers that are eligible for the refundable tax credit based on a more advantageous threshold of revenue decline. And finally, we'll run through a host of tax and stimulus provisions that will provide immediate cash flow and refund opportunities to you and your restaurants. Please note that audience questions will be welcome at the end of the presentation.

March 10, 2021 • 1:00PM CST

March RFM Demo Day

Join us on March 10th as we hear 3 top restaurant service providers on how they can help you run your restaurant system more efficiently.

February 24, 2021 • 1:00PM CST

Franchise Restaurants and Bankruptcy

Join Lei Lei Wang Ekvall, Partner, Smiley Wang Ekvall, LLP and a panel of experts to discuss the process of working through a successful bankruptcy within the unique circumstances of franchise restaurants. Panelists include: Alan Gallup, Principal, National Franchise Sales; Michael Ingram, VP & Principal, National Franchise Sales; Kay Standridge Kress, Partner, Troutman Pepper; and Winston Mar, Partner & Senior Managing Director, SierraConstellation Partners.

February 11, 2021 • 1:00PM CST

Let's Talk Growth with Greg Flynn

Join Restaurant Finance Monitor’s John Hamburger and his special guest, Greg Flynn of Flynn Restaurant Group, the largest restaurant franchisee in the U.S. with investments in Applebee’s, Taco Bell, Panera, Arby’s, and now Pizza Hut and Wendy’s. We’ll explore Greg’s amazing career, how he built his franchise organization and what makes him tick. We’ll also get Greg’s opinion about the future of the restaurant industry and what he see as the defining economic impacting business in America.

January 21, 2021 • 1:00PM CST

Ask the Bankers: PPP Guidance and New Loan Programs Available for Restaurants

Get your questions answered! Join Attorney and Restaurant Owner Dennis Monroe and two senior bankers for their unique perspectives on a variety of financial stumbling blocks, including carryover issues from the previous round of PPP loans, EIDL, SBA, Main Street loans, plus new funding programs from the government and how banks will handle them. Other topics discussed with include solutions for default—and new opportunities open for existing and new restaurateurs in this uncertain time.

January 15, 2021 • 1:00PM CST

2021 Chain Restaurant Outlook

Join Restaurant Finance Monitor’s John Hamburger and Bank of America/Merrill Lynch restaurant analyst, Gregory Francfort, as they take a look at the restaurant industry in 2021. Topics will range from the outlook for restaurant growth in the U.S., the likelihood of a comeback for sit-down dining, what restaurant CEOs are concerned about in the coming year, and what things you should be thinking about for your business in 2021.

The following sessions were part of the Restaurant Finance Week event. Click the headline to watch the corresponding session.

The Outlook For Restaurant M&A in 2021

Monday November 9, 2020

Restaurant deal activity has been quiet since the March Covid shutdowns, but it’s not because of a lack of buyers. To the contrary, buyers are flush with cash, but there has been a hesitancy on the part of lenders as they assess the post-Covid future of the various restaurant segments. Moderated by David Farkas, Columnist, Restaurant Finance Monitor, this session will bring attendees up to speed on the current deal environment and learn what it takes to get a deal done in 2021. Panelist include: Glen Kunofsky, Founder & President, STNL Advisors; Roger Matthews, Managing Director, Bank of America Merrill Lynch; Susan Miller, Managing Director, Morgan Kingston Advisors and Chad Spaulding, Managing Director, CapitalSpring.

What the Restaurant Finance World Will Look Like in 2021

Monday November 9, 2020

Caution is the order of the day in credit, and just because there is plenty of dry powder on the sidelines doesn’t mean dealmakers will be as aggressive as they were pre-Covid. Restaurant Finance Monitor’s John Hamburger and a panel of experienced restaurant finance experts will examine capital market conditions, and give their predictions for what should be a very interesting year. Panelist include: Carty Davis, Partner, C Squared Advisors; Craig Wolf, Managing Director, Fifth Third Bank; Tim Morris, Chief Credit Officer, Pinnacle Commercial Capital and Gary Chou, EVP, Matthews Real Estate Investment Services.

DIY Delivery: What It Takes to Do Native Delivery Right

Monday November 9, 2020

Navigating the convenience economy is no easy task, but neither is building a delivery fleet. Hear from those who have done it right and what it takes to carve out space for the growing delivery demands inside your company. Join moderator Nicholas Upton, Restaurant Editor, Franchise Times and panel members Scott Absher, CEO, ShiftPixy; Nicholas Scarpino, SVP Marketing and Off-Premises Dining, Portillo’s Hot Dogs and Sean Kennedy, CEO, Cowboy Chicken as they discuss delivery demands.

Everything You Wanted to Know About Bankruptcy and Distressed Investing, But Were Afraid to Ask

Monday November 9, 2020

Estimates of restaurants that will close due to the pandemic have ranged from 10-20%. Particularly hard hit in the chain restaurant business have been restaurants in casual, family and fine dining. This panel moderated by Navin Nagrani, EVP, Hilco Global and experienced workout professionals will first discuss options for those restaurant companies contemplating a restructuring. The second half of the panel will focus on where there might be opportunities for investors in distressed assets. Panelists: Jonathan Tibus, Managing Director, Alvarez & Marsal; Jeffrey Crivello, CEO, BBQ Holdings (Famous Dave’s); Teri Stratton, Managing Director, Piper Sandler and Jeff Dutson, Attorney, King & Spalding.

Front Line Report--Casual Dining

Tuesday November 10, 2020

Mark Twain once wrote that the announcement of his death was premature. Likewise, the conventional wisdom says that casual, family and fine dining was put to death by the reduced dining room capacity brought about by Covid-19. However, survival instincts took over, and restaurant operators mobilized alternative channels to sell their food and beverage. The result was a future that no one could have anticipated. You’ll hear from moderator Alice Elliot, CEO, The Elliot Group and her panel of CEO’s, David Deno, CEO, Bloomin’ Brands; Cheryl Henry, CEO, Ruth’s Hospitality Group; Tim McEnery, CEO, Cooper’s Hawk Winery & Rest. and David Birzon, CEO, Snooze, an A.M. Eatery.

Post-Election Tax Policy

Tuesday November 10, 2020

Join RSM’s tax experts Matthew Talcoff, Tax Partner and James Alex, Washington National Tax, as they outline anticipated changes, challenges and opportunities with policy that occurs post-election.

Top CFOs Discuss How They Pivoted Toward Tech Proficiency

Tuesday November 10, 2020

Despite the restaurant industry having been turned upside down during Covid, the goals of restaurant CFOs across all segments remain the same–to increase sales and EBITDA. So what’s a critical differentiating factor between brands that continue to outperform and those that under perform? Data, and how it’s put to use. Join Mike Vichich, CEO, Wisely, as he grills leading CFOs Jon Howie, Chuy’s Holdings and Paul Potvin California Fish Grill on how they overcame analysis paralysis and began using real-time data prior to (and during) Covid-19 to build responsive financial plans, make quick decisions, improve guest experience and grow EBITDA.

Restaurant CFOs Tackle the Covid-19 Challenges–What’s Next for 2021?

Wednesday November 11, 2020

Covid-19 threw a monkey wrench into the best laid of restaurant plans. Financial, operational, and technological challenges abound. Watch top restaurant CFOs describe the challenges they faced during Covid-19, their solutions and how they intend to manage their company’s finance function in 2021. Join BDO director Dana Zukofsky as she breaks down the restaurant business with four senior finance professionals: Kate Jaspon, CFO, Dunkin’ Brands; Steve Brake, CFO, Del Taco; Matthew McGuinness, CFO, WKS Restaurant Group and David Oden, President, InfoSync.

Sustaining Restaurants Through New Collaborative Relationships

Wednesday November 11, 2020

Moderated by Rick Gibson, Shareholder, Monroe Moxness Berg, this panel will show how, in this difficult business climate, restaurant operators can bolster their business by forming innovative, mutually beneficial relationships with key stakeholders including: landlords, investors, employees/management and franchisors. Monroe Moxness Berg panel members include: Dennis Monroe, Chair; John Berg, Shareholder and Tim Ring, Shareholder.

The Post–Covid New Normal of Franchise Development

Wednesday November 11, 2020

Join moderator Ryan Palmer as he talks with top franchise development executives on the new normal in franchise development. The pandemic has brought to the forefront a whole new group of franchise buyers, but what are they looking for? How do you reach them? And what can you tell them about your franchise? Is your brand really “recession resistant?” Palmer and his experts Joe Sieve, VP Franchise Development, Inspire Brands; Madison Jobe, Chief Development Officer, Wingstop and Tray Doster, Director of Franchise Sales, Zaxby’s will discuss how new norms are being shaped in franchise development as the sector weaves its way through Covid.

What the Banks and Capital Markets Are Saying About Restaurants

Thursday November 12, 2020

Restaurant industry banking leaders share their thoughts on the Covid-19 disruption in restaurants and what borrowers should be prepared for in 2021. Moderator: Mary Jo Larson, VP/Publisher, Franchise Times and panelists: Thomas Hung, Managing Director, First Horizon Restaurant Finance; Cristin O’Hara, Managing Director, Bank of America, N.A., BofA Securities; Nick Cole, Executive Vice President, Wells Fargo Restaurant Finance; Armando Pedroza, Managing Director, Citizens Bank.

Tax Planning in an Uncertain World

Thursday November 12, 2020

This session will help restaurant operators understand how to use changing tax laws to your advantage, including the CARES Act and Trump vs Biden tax plan considerations.

Automatic Gratuities: Should You Implement Them?

Friday November 13, 2020

There’s nothing simple about a diner’s emotional response to tipping—or not tipping. Join Nancy Monroe, editor, Foodservice News as she and Dr. Ismail Karabas, assistant professor of marketing, Murray State University, delve into the surprising results of his meticulous research on how customers really feel about automatic gratuities.

The Economics of Virtual Restaurants

Friday November 13, 2020

Virtual kitchens have quickly become one of the primary buzzwords in the off-premises industry, with many restaurant brands and commercial property owners now seeing the possibilities of bringing additional, delivery-only concepts into under utilized restaurant kitchen spaces. Moderated by Tom Kaiser, Editor, Food On Demand, this panel will detail the financial implications and potential of adding virtual brands, as well as the operational challenges and synergies from streamlined operations that are providing a new source of revenue with a comparatively low barrier of entry in a historically difficult restaurant environment. Panelist include: Kristen Adamowski, Head of Operations for Virtual Restaurants, Uber; Aziz Hashim, CEO, Franklin Junction; André Vener, Founding Partner, Dog Haus; Andrew Charles, Analyst, Cowen and Company; Ken Chong, CEO, Co/Founder, Virtual Kitchen.