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Overview
Franchise Agreements, FDDs, IP Issues, and M&As Under Evolving Rules
What are the latest trends in franchise law? This course provides a practical overview and update of franchise registration and franchisee-franchisor relationships and discuss current challenges and changing rules. Our distinguished faculty will also provide guidance on drafting key provisions in franchise agreements, preparing franchise disclosure documents, and buying and selling franchises. Register today!
- Clarify how franchises are currently regulated.
- Improve your approaches to drafting and reviewing key provisions in franchise agreements.
- Identify what must be included in franchise disclosure documents.
- Discuss the latest case law that addresses IP disputes.
- Comply with franchise sale and purchase rules and get strategies for more effective negotiations.
Abbreviated Agenda
- Current Legal and Market Updates (FTC, FinCEN, etc.)
- Franchise Registration and Disclosure Document (FDD) and the Franchisee-Franchisor Relationship
- Protecting Intellectual Property
- Preparing Franchise Agreements (With Sample Agreement)
- Changing Franchisee Considerations
- Buying and Selling Franchises
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
3 Total | 03-18-2027 |
| Alabama CLE |
|
3 Total | 12-31-2025 |
| Arkansas CLE |
|
3 Total | 06-30-2026 |
| Arizona CLE |
|
3 Total | 03-18-2027 |
| California CLE |
|
3 Total | 03-18-2027 |
| Colorado CLE |
|
4 Total | 12-31-2027 |
| Connecticut CLE |
|
3 Total | 03-18-2027 |
| Delaware CLE |
|
3 Total | 03-18-2027 |
| Florida CLE |
|
3.5 Total | 09-30-2026 |
| Georgia CLE |
|
3 Total | 12-31-2025 |
| Hawaii CLE |
|
3 Total | 03-18-2027 |
| Iowa CLE |
|
3 Total | |
| Idaho CLE |
|
3 Total | 03-18-2030 |
| Illinois CLE |
|
3 Total | 03-17-2027 |
| Indiana CLE |
|
3 Total | 03-18-2026 |
| Kansas CLE |
|
3.5 Total | 03-17-2026 |
| Louisiana CLE |
|
3 Total | |
| Maine CLE |
|
3 Total | 03-17-2027 |
| Minnesota CLE |
|
3 Total | 03-18-2027 |
| Missouri CLE |
|
3.6 Total | 03-18-2027 |
| Northern Mariana Islands CLE |
|
3 Total | 03-18-2027 |
| Montana CLE |
|
3 Total | 03-18-2028 |
| North Carolina CLE |
|
3 Total | 02-28-2026 |
| North Dakota CLE |
|
3 Total | 03-18-2028 |
| Nebraska CLE |
|
3 Total | 03-18-2027 |
| New Hampshire CLE |
|
3 Total | 03-18-2028 |
| New Mexico CLE |
|
3 Total | 03-18-2027 |
| Nevada CLE |
|
3 Total | 03-18-2028 |
| New York CLE |
|
3.5 Total | 03-18-2028 |
| Ohio CLE |
|
3 Total | 12-31-2025 |
| Oklahoma CLE |
|
3.5 Total | 03-18-2027 |
| Oregon CLE |
|
3 Total | 03-18-2028 |
| Pennsylvania CLE |
|
3 Total | 03-18-2027 |
| Rhode Island CLE |
|
3.5 Total | |
| South Carolina CLE |
|
3 Total | 12-31-2025 |
| Tennessee CLE |
|
3 Total | 03-17-2027 |
| Texas CLE |
|
3 Total | 02-18-2026 |
| Utah CLE |
|
3 Total | 12-31-2025 |
| Vermont CLE |
|
3 Total | 03-18-2027 |
| Washington CLE |
|
3 Total | 03-17-2030 |
| Wisconsin CLE |
|
3.5 Total | 12-31-2026 |
| West Virginia CLE |
|
3.6 Total | 03-18-2027 |
Select Jurisdiction
CLE
Agenda
-
Current Legal and Market Updates (FTC, FinCEN, etc.)
- Current Market Trends: Bringing Supply Chains Closer to Home, and Sustainability
- Recent FTC Franchise Rulemaking to Protect Franchisees
- The CTA FinCEN Ownership Reporting Requirements
-
Franchise Registration and Disclosure Document (FDD) and the Franchisee-Franchisor Relationship
-
Protecting Intellectual Property
-
Preparing Franchise Agreements (With Sample Agreement)
-
Changing Franchisee Considerations
- Entity Selection Decisions
- Addressing Power Disparity in Negotiations
- Combatting Unreasonable Fees: Recent Case Law
- Dealing With Franchisor in Bankruptcy
-
Buying and Selling Franchises
Who Should Attend
This program is designed for attorneys. Accountants and paralegals may also benefit.
Speakers
Speaker bio
Andrew J. Sherman
is a partner in Brown Rudnick LLP's Corporate Practice Group and co-practice group leader of the firm's Emerging Growth Companies and Venture Capital group. A recognized authority on the legal and strategic aspects of business growth, his practice is concentrated on domestic and international franchising, mergers and acquisitions, and corporate counseling. Mr. Sherman focuses his practice on issues affecting business growth for companies at all stages, including developing strategies for licensing and leveraging intellectual property and technology assets, intellectual asset management and harvesting, as well as international corporate transactional and franchising matters. He has served as a legal and strategic advisor to dozens of Fortune 500 companies and hundreds of emerging growth companies across a number of diverse industries, including leisure and hospitality, food and beverage, retail, financial services, energy, manufacturing, health and life sciences, sports, entertainment and music. Mr. Sherman has represented U.S. and international clients from early stage, rapidly growing startups, to closely held franchisors and middle market companies, to multibillion-dollar international conglomerates. He also counsels on issues such as franchising, licensing, joint ventures, strategic alliances, capital formation, distribution channels, technology development, and mergers and acquisitions. Mr. Sherman has written nearly 30 books on the legal and strategic aspects of business growth, franchising, capital formation, and the leveraging of intellectual property, most of which can be found on Amazon. He also has published many articles on similar topics and is a frequent keynote speaker at business conferences, seminars, and webinars. Mr. Sherman has appeared as a guest commentator on CNN, NPR, and CBS News Radio, among others, and has been interviewed on legal topics by The Wall Street Journal, USA Today, Forbes, U.S. News & World Report, and other publications. He serves as an adjunct professor in the MBA programs at the University of Maryland, as well as the Georgetown University Law Center. Mr. Sherman is a multiple recipient of the University of Maryland at College Park's Krowe Excellence in Teaching Award.
Speaker bio
Rodger D. Moss, Jr.
is a partner in Brown Rudnick LLP's Corporate Practice Group. He has more than 26 years of experience helping clients navigate the complex environment and the challenges of the business world. Mr. Moss is passionate about solving problems for his clients and likes to be viewed as the go to resource for their business needs. As a veteran deal attorney, he understands that M&A transactions are among the most complex and significant events companies experience and require the right balance of pragmatism and ingenuity to meet the unique needs of each client. Mr. Moss assists his clients in matters concerning the drafting, negotiation and performance of contracts related to sophisticated business transactions, corporate formation and structuring, joint ventures and franchising. He guides his clients through both litigation and transactional issues relating to strategy, change management, litigation management, business mergers and acquisitions, divestitures, corporate formation, structure and reorganizations, franchising, contract drafting and negotiation and executive agreements and terminations. In addition to domestic corporate matters, Mr. Moss counsels emerging and frontier market clients in matters relating to market entry and investment in Sub-Saharan Africa. He has spent years cultivating relationships in private and public sectors in numerous industries, and has been a trusted advisor to U.S., European and African stakeholders. Mr. Moss is also a strategic advisor and problem solver for celebrities, professional athletes and sports organizations, and is a certified National Basketball Players Association agent. He utilizes his business law prowess to help his clients successfully navigate through and manage various legal matters and risks. Mr. Moss' extensive experience ranges from corporate structuring and contract review to wealth preservation and brand management, including name, image and likeness (NIL). Working in synergy with Brown Rudnick's other practices, he thinks through his client's needs and offers effective and practical solutions. Mr. Moss serves as Brown Rudnick's Diversity, Equity & Inclusion partner ("DEI partner"), along with his counterpart Sage Revell. As a DEI partner, Mr. Moss works alongside the Director of Diversity, Equity & Inclusion to develop and implement the firm's strategy for maintaining an inclusive work environment. As members of the DEI Team, he serves as visible champions for the firm's efforts to recruit, hire, develop and promote diverse and women lawyers, and actively engage firm leadership to ensure diversity, equity and inclusion remain strategic business priorities. Mr. Moss earned his B.S. degree from University of Florida and his J.D. degree from University of Florida College of Law.
Speaker bio
Samuel C. Wolf
is an associate in the firm's corporate practice group and a member of the franchise group. His practice centers on negotiating and drafting corporate and franchise related agreements, preparing franchise disclosure documents, franchise agreements, area development agreements, area representative agreements, closing acquisition and sale transactions, and advising clients on franchisee/franchisor relational matters in mergers and acquisitions. Mr. Wolf also has experience resolving regulatory problems for franchisors, drafting beer distribution agreements, and designing nationwide exemption-based franchise plans. Prior to joining Brown Rudnick LLP, he was a senior counsel for a national firm and an associate at Lewitt, Hackman, Shapiro, Marshall & Harlan specializing in franchise and distribution law. Mr. Wolf is a Certified Specialist in Franchise and Distribution Law designated by the State Bar of California Board of Legal Specialization, and has been recognized as one of Southern California's Rising Stars in Franchise and Dealership law by Super Lawyers. He earned his B.A. degree from University of Wisconsin Madison and his J.D. degree from Southwestern Law School.
Speaker bio
Katherine C. Dearing
is an associate in the firm's intellectual property practice group. Her practice focuses on trademark and copyright enforcement and litigation. Prior to joining Brown Rudnick LLP, Ms. Dearing was an associate at Kelly IP LLP and Venable LLP. She also served as a legal intern for the U.S. Attorney's Office in the District of Columbia, and as a law clerk for the Hon. Reggie B. Walton, U.S. District Court for the District of Columbia. While at Georgetown University Law Center, Ms. Dearing was the editor-in-chief of the Annual Survey of White Collar Crime, the premier publication of the American Criminal Law Review. She was also the director of the Alternative Dispute Resolution Division of the Barrister's Council. Prior to law school, Ms. Dearing worked as a project manager at Epic Systems, where she managed two electronic medical record service implementations at large medical facilities. She earned her B.A. degree from Northwestern University and her J.D. degree from Georgetown University Law Center.
Speaker bio
Tristan Axelrod
is a partner in Brown Rudnick's Bankruptcy & Corporate Restructuring Practice group. He concentrates his practice in bankruptcy and insolvency proceedings, focusing on mass torts, cryptocurrency and energy. Working closely with the firm's Energy Transition group, Mr. Axelrod also provides bankruptcy and general corporate advice to public and private companies, investors and management on the development and financing of renewable energy projects and related products. He is recognized as a leading bankruptcy/restructuring practitioner by Chambers USA and The Legal 500, with a client describing him as "intellectually very strong." Judge Mary M. Rowland of the U.S. District Court for the Northern District of Illinois noted that Mr. Axelrod is "obviously an expert on bankruptcy matters." He has published extensively on insolvency and restructuring topics. Mr. Axelrod is the co-editor of Chapter 11: Bankruptcy, a treatise for Massachusetts real estate practitioners. His scholarship has appeared in law reviews and the American Bankruptcy Institute Journal. Mr. Axelrod frequently speaks on complex restructuring topics at the American Bankruptcy Institute and the Boston Bar Association, and has taught and guest-lectured graduate and undergraduate courses. He earned his B.A. degree, magna cum laude, from Middlebury College, his MM from Boston University and his J.D. degree, cum laude, from Boston College Law School.
Speaker bio
Daniel J. Healy
is a partner in Brown Rudnick's Litigation & Dispute Resolution Practice group. He is a seasoned trial attorney with more than 20 years of extensive courtroom experience. Mr. Healy has litigated in courts across the country, including when he served as a trial attorney for the U.S. Department of Justice, Tax Division. He represents policyholders seeking insurance coverage. Mr. Healy has successfully obtained coverage under numerous policy types. He has worked with clients from a variety of industries, including medical service providers, financial consultants, manufacturers, railroads, banks, financial service providers, retailers, technology companies, and food and beverage providers. In addition, Mr. Healy regularly represents clients in disputes involving intellectual property rights and in proceedings before the U.S. Patent and Trademark Office. He has negotiated copyright and trademark resolutions, including licensing agreements, involving state, federal and international intellectual property rights. Many of the matters he has been involved in have concerned software, domain names, online competition and, more recently, NFTs and blockchain-related technology. Mr. Healy earned his B.A. degree from Siena College and his J.D. degree from Fordham University.
Speaker bio
Matthew Richardson
is a partner in the firm's Cybersecurity & Data Privacy and Digital Commerce groups. He provides clients with cutting-edge legal solutions in the digital realm; and his experience bridges the dynamic intersection of corporate transactional law and the intricate world of high-tech legislation, making him an invaluable asset to clients navigating the complexities of the digital age. Mr. Richardson's acumen extends through data protection and privacy, intellectual property, commercial law, cybercrime and public law, with an emphasis on the legalities surrounding digital commerce and fintech. His practice is bolstered by an in-depth knowledge of franchising and an astute understanding of issues like cyber harassment, digital forensics and the nuances of electronic communications. As an authority in data protection and cybersecurity law, Mr. Richardson's experience is sought after globally. He has consulted for governments on legislative frameworks and advised multinational data controllers and processors on their privacy regimes, representing clients in some of the most significant global data protection and cyber law cases. Mr. Richardson excels in partnering with clients to quickly respond effectively to data breaches and cyberattacks, providing critical guidance in establishing robust incident response protocols, ensuring swift and compliant navigation through these complex and often critical situations. His experience in this space is preventative and reactive, offering a comprehensive approach to every cybersecurity challenge he is engaged to help with. Mr. Richardson is also well-versed in the tactics and procedures necessary to retrieve stolen funds stemming from cyberattacks and breaches; from conducting investigations and liaising with financial institutions to bringing the matter to the courtroom, he prides himself in helping clients create and implement plans and procedures to safeguard their businesses from future incidents.
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