IFA26 Advocacy Summit Program

SUMMIT

WASHINGTON, DC | SEPT. 14-16

EVENT PROGRAM & ISSUE BRIEFS

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THANK YOU TO OUR SPONSORS IFA PREFERRED VENDORS

benetrends FINANCIAL

Career Ownership Coaching

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Welcome to Washington!

Thank you for being here for the most consequential IFA Advocacy Summit yet. We know it’s not easy stepping away from your businesses, and we appreciate the time you are taking to spend a few days with us advocating for franchising and standing up for this incredible business model at a critical time.

Each year, the franchise community comes to Washington to tell the story of franchise small business ownership that thrives in every corner of America. This year, we are coming together with the singular focus of passing the American Franchise Act. With this legislation, we have a unique opportunity to protect franchising for the long term. This week, that work becomes real as we head to Capitol Hill together to advocate for your business face-to-face with lawmakers. Your voice matters, and you are here for the greater good of the franchise community.

The next two days will support that mission with advocacy training, learning, and great speakers, including Kevin McCarthy, the 55th Speaker of the U.S. House of Representatives, and his top advisor John Leganski; Members of Congress; Alice Fulwood, U.S. Business & Finance Editor, The Economist; the hosts of the hit podcast Ruthless; and more.

We’ll also celebrate more than 90 exceptional Franchisee of the Year Award winners who embody the best of franchising: they are involved in their communities, have built something bigger than themselves, and continuously give back to those around them.

We’ll close out the 2026 Advocacy Summit by celebrating franchising’s impact on Main Street and honoring our strongest franchise champions from across Capitol Hill at Franchise Fest where we will showcase the power of franchising and give awards to Members of Congress that support our business model.

We’re glad you’re here, and we appreciate your dedication to protecting, enhancing, and promoting this business model so that it can continue providing opportunities to the next generation of entrepreneurs.

Thank you, Matt Haller

President & CEO | International Franchise Association

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CONFERENCE NOTES WI-FI ACCESS

IFA is pleased to offer attendees complimentary WiFi access at the following locations: Union Station: Network: IFAAdvocacy Password: Location3

IFA Offices Network: IFAGuest Password: Fr@nfall19

Sponsored by:

SHARE YOUR PICTURES WITH US! Upload your images and videos using this QR code, and we may share on our social media pages!

CFE

JUNE

CFE CREDITS

7.75 CFE LIVE Credits are available towards completion of your Certified Franchise Executive (CFE) accreditation by participating in the Advocacy Summit.

MARK YOUR CALENDARS

2027 IFA Advocacy Summit June 21-23, 2027 | Washington, DC

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GETTING AROUND WASHINGTON, DC IFA’s 2026 Advocacy Summit will take you to multiple venues across the city, and to make navigating your stay easier, scan the QR Code for venue and transportation information!

Once you scan the code you will find: • Maps + Directions to all event venues.

• Schedules with Drop Off + Pick Up Locations for IFA Provided Bus Transportation to/from Union Station on Tuesday and to Capitol Hill on Wednesday.

• Other options for traveling around the city – Taxis or Ubers or Metro.

Please note:

An Uber Voucher Code has been set up for those who would like an alternative option from the bus transportation on Tuesday afternoon. This code can also be used for your return trip from Capitol Hill appointments on Wednesday as well as for traveling to and from the closing event. The voucher code includes 4 trips at up to $15 for each. The code will be active until Wednesday until 11:30 PM.

USE CODE: RKXJCSXFJVP or SCAN the QR Code on the left

As always, if you have any questions during your stay here in Washington, DC, please see an IFA Team Member at any venue or text the EVENT HOT LINE:

201-681-0322

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IFA26 ADVOCACY SUMMIT - VENUE MAPS

IFA Office & Bobby Van’s Grill

Embassy Suites

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IFA Office Building IFA Committee & Forum Meetings 1201 New York Ave. NW Washington, DC 20005

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Washington Marriott at Metro Center Advocacy Summit Guest Rooms 775 12th St. NW Washington, DC 20005 Embassy Suites Washington DC Convention Center Advocacy Summit Guest Rooms 900 10th St. NW Washington, DC 20001 Union Station General Sessions + IFA Meetings 50 Massachusetts Ave. NE Washington, DC 20002 6 IFA26 ADVOCACY SUMMIT | #PasstheAFA

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Marriott Metro Center 10 St NW

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Bobby Van's Grill State Delegation Breakfast 1201 New York Ave. NW Washington, DC 20005 Top of the Hill Hill Day Lunch 1 Constitution Ave. NE Washington, DC 20002 Eastern Market North Hall Franchise Fest Closing Reception 225 7th St. SE Washington, DC 20003 * See page 13 for a map of Capitol Hill

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SCHEDULE OF EVENTS

Monday, September 14 8:30 am – 6:00 pm

Registration | IFA Office Building Lobby

9:00 am – 10:00 am Membership Committee Meeting | IFA Office, Rooftop Conference Center 9:00 am – 10:30 am Finance Committee Meeting | IFA Office, Rosenberg Conference Room 10:00 am – 11:00 am Diversity Institute Meeting | IFA Office, 3rd Fl Conf. Center, Large Conference Rm 10:15 am – 11:15 am

Franchise Relations Committee Meeting | IFA Office, Rooftop Conference Center

10:30 am – 12:00 pm Women's Franchise Committee Meeting | Marriott Metro Center: Penn Quarter 10:30 am – 11:30 am Executive Committee Meeting | IFA Office, Rosenberg Conference Room 11:30 am – 12:30 pm Representative Virginia Foxx Lunch Fundraiser (R-NC) Invitation Only, Location Upon RSVP

12:00 pm – 1:30 pm IFA Foundation Board of Trustees Meeting | IFA Office, Rooftop Conference Ctr Lunch provided for IFA Foundation Board.

12:00 pm – 1:00 pm Lunch on own 1:00 pm – 2:00 pm

Marketing & Innovation Committee Meeting | IFA Office, Rosenberg Conf. Room

2:00 pm – 3:00 pm

Franchisor Forum Meeting | IFA Office, Rooftop Conference Center

3:00 pm – 4:00 pm

Past Chairs Council Meeting | IFA Office, Rosenberg Conference Room

2:45 pm – 3:45 pm

Supplier Forum Executive Committee Meeting | IFA Office, Franklin Meeting Rm

4:00 pm – 5:00 pm

Supplier Forum Advisory Board Meeting | IFA Office, Rooftop Conference Center

5:30 pm – 7:30 pm

FranPAC Donor Reception | IFA Office, Rooftop West Terrace, Invitation Only

Tuesday, September 15 General Sessions Sponsored by:

7:00 am - 8:15 am

Bus Shuttle from Marriott to Union Station

7:30 am – 2:15 pm 8:00 am – 9:00 am

Registration | Union Station, Presidential Suite Franchisee Forum Meeting Honoring the 2026 IFA Franchisee of the Year Award Winners | Union Station, Columbus Club

Shuttles leave every 5 minutes from 7:00-7:15 AM and every 10 minutes from 8:00-8:30 AM. Last Bus will leave at 8:30 AM.

Continental breakfast will be provided.

9:30 am – 10:45 am GENERAL SESSION | Union Station, East Hall

Welcome & State of Advocacy

Speakers: Michael Layman, Chief Advocacy Officer, IFA; Matt Haller, CFE, President & CEO, IFA; Sam Ballas, CFE, Chair, IFA Board of Directors;

CEO & Co-Founder, East Coast Wings + Grill / Sammy’s Sliders

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Glory and Grief on Capitol Hill: A Conversation with Kevin McCarthy, 55th Speaker of the U.S. House of Representatives, and John Leganski

Glory and Grief on Capitol Hill offers more than a behind-the-scenes look at one of the most dramatic leadership contests in modern American politics. Former Speaker of the House Kevin McCarthy and veteran congressional strategist John Leganski share lessons from navigating competing interests, building consensus, managing conflict, and leading through uncertainty. Their experiences provide valuable insights for franchise leaders tasked with aligning diverse stakeholders, earning trust, and driving organizational success in complex and rapidly changing environments.

Speakers: John Leganski, Partner, Harbinger Strategies; Kevin McCarthy (R-CA), 55th Speaker of the U.S. House of Representatives Interviewed by: Erica Farage, Senior VP, Political & Advocacy

10:45 am – 11:00 am

Break Sponsored by:

11:00 am – 12:00 pm

GENERAL SESSION | Union Station, East Hall

Now or Never: The Bipartisan American Franchise Act

The American Franchise Act (AFA) cleared the House Education and Workforce Committee in July, marking an important step forward for this landmark legislation.

With the bill headed toward the House floor, the time is now to build on that momentum and get the AFA across the finish line. Hear from IFA members about what the legislation means for both sides of the business model, why this moment is so critical, and what you need to know before you take the message to lawmakers on Wednesday.

Speakers: Michael Layman, Chief Advocacy Officer, IFA; Haider Murtaza, Sr. Director, Federal Government Relations, IFA

Advocacy in Action: Your Playbook for Capitol Hill Sponsored by:

Get ready to make your voice heard on Capitol Hill. This session will equip you with the tools, tips, and confidence to deliver a powerful message to your lawmakers. From scheduling and logistics, to what to say (and what not to say!), IFA’s advocacy experts will walk you through everything you need for successful meetings with your state delegation. Don’t miss this essential training to ensure your Hill visits make a lasting impression.

Speaker: Lincoln Clapper, Chief Sales Officer, Advocacy Associates

The Rules of Influence Have Changed: A Ruthless Perspective

Get an inside look at Washington’s political and media landscape with the voices behind Ruthless. Hosts Josh Holmes, Shashank Tripathi (Comfortably Smug), Michael Duncan, and John Ashbrook bring their signature mix of political insight, humor, and candor to a conversation about influence, public opinion, and the forces shaping policy today. Hear how stories gain traction, how political narratives are built, and what it takes to cut through the noise and make an impact in Washington, at a pivotal moment for franchising.

Speakers: Josh Holmes, President and Founding Partner, Cavalry & former chief of staff to Sen. Mitch McConnell; Shashank Tripathi (Comfortably Smug), conservative social media commentator; Michael Duncan, Founding Partner, Cavalry; John Ashbrook, Founding Partner, Cavalry & veteran Republican operative

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11:30 am – 3:30 pm

Congressional Appointments Help Desk | Union Station, Presidential Suite

12:00 pm – 1:10 pm

Luncheon & Franchisee of the Year Awards | Union Station, East Hall Lunch Sponsored by:

1:10 pm – 2:15 pm

Awards Sponsored by:

GENERAL SESSION | Union Station, East Hall Why Running a Local Franchise Creates Wealth

Alice Fulwood, U.S. Business & Finance editor for The Economist, will sit down with IFA President and CEO Matt Haller to discuss why she felt compelled to bring franchising into the spotlight with her feature piece this summer, what she uncovered about the business model, and why the media and lawmakers often get it wrong.

Speaker: Alice Fulwood, U.S. Business & Finance Editor, The Economist Interviewed by: Matt Haller, CFE, President & CEO, IFA

Keynote Speaker Sponsored by:

2:30 pm – 4:30 pm

IFA Board of Directors Meeting | Union Station, Columbus Club

2:30pm - 4:45 pm

Bus Shuttle from Union Station to Marriott

4:30 pm – 5:30 pm

VetFran Meeting | IFA Office, Rooftop, East Conference Room

5:00 pm – 6:00 pm

Problem Solvers Caucus Fundraiser Reception

5:30 pm – 7:00 pm

IFA Foundation Reception — Celebrating 35 Years of VetFran + the Power of Franchise Ownership | IFA Office, Rooftop

*current IFA Board members and Past Chairs only

Shuttles leave at 2:30 PM, 2:45 PM, 3:20 PM, 3:35 PM, 4:35 PM and 4:45 PM.

Invitation Only, Location Upon RSVP

Sponsored by:

Join us for a special reception celebrating the 35th anniversary of VetFran—and our IFA Foundation community who champion the power of franchise ownership. All are welcome as we celebrate this milestone, continue to celebrate our Franchisees of the Year, honor outstanding veterans whose service and leadership continue to strengthen the franchise community, and reaffirm our shared commitment to the Foundation’s mission: opening doors of opportunity for the next generation of franchise owners.

6:00 pm – 7:00 pm

Sen. John Hickenlooper Fundraiser Reception Invitation Only, Location Upon RSVP

Wednesday, September 16 8:00 am – 9:00 am

State Delegation Breakfast | Bobby Van’s Grill Sponsored by:

8:00 am – 9:00 am

Congressional Appointments Help Desk | Bobby Van’s Grill

8:30 am – 9:30 am

Breakfast Fundraiser for House Majority Leader Steve Scalise (R-LA)

9:00 am - 10:00 am

Bus Transfers from Bobby Van’s Grill to Capitol Hill

10:00 am – 5:00 pm

Members of Congress Appointments | Capitol Hill

11:30 am – 2:00 pm

Lunch & Refreshments | Top of the Hill

5:00 pm – 7:00 pm

Franchise Fest: A Main Street Celebration | Eastern Market North Hall

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Invitation Only, Location Upon RSVP

Shuttles leave at 9:00 AM, 9:05 AM, 9:10 AM, 9:50 AM, 9:55 AM and 10:00 AM.

MEET THE IFA GOVERNMENT RELATIONS & COMMUNICATIONS TEAMS Michael Layman

Sarah Davies

Erica Farage

Jeff Hanscom

Matthew Kagel

Haider Murtaza

Hanna Pelletier

Grace Hill

Borsha Sarker

Amina Suleman

Chief Advocacy Officer mlayman@franchise.org

Sr. Vice President, Political Affairs & Grassroots Advocacy efarage@franchise.org

Senior Director, State & Local Government Relations mkagel@franchise.org 202.662.4176

Senior Manager, Government Relations hpelletier@franchise.org

Coordinator, Political & Advocacy bsarker@franchise.org

General Counsel, VP of Legal & Government Relations sdavies@franchise.org

Sr. Vice President, State Government Relations & Public Policy jhanscom@franchise.org

Senior Director, Federal Government Relations hmurtaza@franchise.org 202.774.2068

Coordinator, Government Relations ghill@franchise.org

Coordinator, State & Local Government Relations asuleman@franchise.org

Katherine Knight Patterson

Scott Hall

Vanessa Hidalgo

Allie Prozinski

Vice President, Communications kpatterson@franchise.org

Coordinator, Communications vhildago@franchise.org

Director, Communications shall@franchise.org

Coordinator, Communications aprozinski@franchise.org

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CAPITOL HILL WHAT TO DO: Here are some tried-and-true tips on how to maximize your impact while you’re here in D.C.— and how to continue protecting your small business once you get home.

1. Thank your Members of Congress and their staff. Take a moment to thank your Members of Congress and their staff for their time and attention. A sincere thank you can go a long way in building a positive and lasting relationship.

2. Be concise. Introduce yourself, including where you live and work. Recognize that you may have only a few minutes, so share your key points clearly and kindly—every moment counts.

3. Be informed. Familiarize yourself with the issue brief booklet, then highlight how these specific issues directly impact your business when speaking with lawmakers.

4. Invite Members of Congress to visit your business back home. A visit to your business can create a personal connection and deepen their understanding of the challenges and successes you experience behind the scenes.

5. Be sure to follow up. Within a week, follow up with any information your Members of Congress requested. Additionally, share your experience with IFA through the Advocacy Associates app or by emailing advocacy@franchise.org, so we can continue supporting your efforts. Your dedication makes a difference!

CAPITOL HILL WHAT NOT TO DO: 1. Don’t be discouraged just meeting with staff. If your Member of Congress asks you to meet with a staff member due to a scheduling conflict, don’t be disheartened. These staff members are trusted advisors and often have a deeper understanding of the issues. Your time with them is just as valuable, and your message will reach the right ears.

2. Don’t assume their position. Even if you’ve disagreed with your lawmaker in the past, view this as a chance to connect and help them better understand franchising. Together, you might discover common ground on important issues, like creating new jobs, that you can both agree on.

3. Don’t leave without sharing your story. Statistics have their place, but your personal story is what truly resonates. Share how these issues touch your business and your daily life—help lawmakers see the impact through your eyes. Take pride in showcasing the positive difference you make for your employees, your community, and the local economy.

4. Don’t walk away without “Making the Ask.” Make sure you ask your lawmaker for something specific. Refer to the following pages on how to make “the ask.”

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MAP OF CAPITOL HILL

CAPITOL HILL CLUB

Bus Drop-Off Location for Congressional Appointments (Peace Circle)

Lunch: Top of the Hill (1 Constitution Ave NE Washington, DC)

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ISSUE BRIEF: THE AMERICAN FRANCHISE ACT This year, the franchise community has the historic opportunity to secure a permanent, clear joint employer standard after a decade of uncertainty that has harmed franchise relationships, stifled growth, and put the future of the entire business model in jeopardy. The bipartisan American Franchise Act (H.R. 5267/S. 3525) is the solution to protect future joint employer changes and protecting franchising for the long term.

Introduced in the U.S. House and U.S. Senate in 2025, the American Franchise Act (AFA) has more than 150 bipartisan House cosponsors and was approved by a key House committee. Now, there is a short window to enact the AFA before the end of 2026, and it is up to everyone in franchising to tell their lawmakers to pass the American Franchise Act. Our primary ask to Members of Congress is to support the bipartisan, bicameral American Franchise Act to provide long-term stability for franchised businesses by codifying a commonsense joint employer standard to provide them with the certainty they need to grow, create meaningful jobs, and give back to their communities.

Additionally, if you are meeting with an office who is a cosponsor of the American Franchise Act, lead the meeting by thanking them for their boss’s support of the 832,000 American small, family franchise businesses across the country and their work to provide a clear, consistent joint employer standard while stressing the urgent need for Congress acting on the legislation by the end of the year.

TELL CONGRESS TO PASS THE AMERICAN FRANCHISE ACT

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UNDERSTANDING JOINT EMPLOYER: The joint employer standard determines when a franchisor and a franchisee can be held responsible for the same employees-a definition at the heart of the franchise business model.

What’s the problem? Since 2015, the joint employer standard has changed significantly four times, creating confusion for everyone involved: franchisors, franchisees, employees, and customers. Ongoing changes to the rule make it harder for franchisors to know what support they can and cannot provide to their franchisees, threaten the independence of franchisees, and reduce small business ownership opportunities.

• •

•

Before 2015: A company was only considered a joint employer if it had direct and immediate control over another company’s employees.

In 2015: The National Labor Relations Board (NLRB) expanded the rule too broadly where any franchisor-franchisee relationship could be named as joint employers. This doesn’t fit the franchise model well, since franchise businesses are independently run and their employees aren’t employed by the franchisor.

The 2015 rule caused: • $33 billion in annual losses for franchise businesses • 76,000 fewer job opportunities • 93% increase in lawsuits

The latest: The rule has become a political hot topic that changes with each new presidential administration-with small business owners left to pay the price. Today, the uncertainty continues as the standard remains subject to changes to federal agencies and the courts. One thing remains unchanged: franchise businesses need a clear, permanent standard that will not change with each new administration.

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THE SOLUTION: THE AMERICAN FRANCHISE ACT The 832,000 franchise small businesses nationwide deserve clear, consistent rules by which they should operate. The bipartisan, bicameral American Franchise Act is the solution that would: • Codify a clear, consistent joint employer standard based on substantial direct and immediate control of essential terms and conditions of employment.

• Apply only to franchisors and franchisees alleged to be joint employers under the Fair Labor Standards Act and National Labor Relations Act, not other business models. The is the first franchiseonly solution to the joint employer issue.

• Restore certainty, promote growth, and protect local small business owners and their employees.

After passing through the House Education and Workforce Committee in July and now up to over 150 bipartisan cosponsors in the House, the American Franchise Act has momentum in Congress and NOW is the time to get it done.

We need Congress to act now to provide franchise businesses across the country with a long-term, workable joint employer standard.

THE ASK: IF THE LAWMAKER IS NOT A COSPONSOR*: “Will [Senator/Representative NAME] support and help pass the American Franchise Act this year?”

OR IF THE LAWMAKER IS A COSPONSOR*: “Thank you so much for championing local franchises by supporting the American Franchise Act. Can Congress pass the bill by year’s end?” *view cosponsor list on Advocacy & Associates app

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SCRIPT FOR YOUR CAPITOL HILL MEETINGS Thank you for hosting us today.

We are members of the International Franchise Association, and we are in Washington today to talk about the American Franchise Act (H.R. 5267, S. 3525).

Before we begin, we are happy to introduce the individuals in our group to you.

(Let everyone briefly share their name/hometown/franchise brand and any business details about number of locations, employees, etc.)

Franchising is responsible for three percent of U.S. GDP and is the business model used by over 830,000 small businesses across America that employ nearly 9 million people.

It’s a business model that provides a way for entrepreneurs to “go into business for themselves, but not by themselves.”

Franchisees are small business owners who have taken the financial risk to invest in a business and operate under a franchise brand name in local communities everywhere in the U.S. The problem is that franchisors and franchisees have faced an everchanging joint employer standard – the regulation that determines when a franchisor and a franchisee can both be held responsible for a franchisee’s employees. It is a definition that has an outsized impact on the business-tobusiness relationships in the franchise model.

Since 2015, the standard has changed four times, with each new administration offering its own interpretation. This back-and-forth has created severe confusion ever since the 2015 NLRB standard cost franchise businesses over $33 billion per year, eliminated 376,000 franchise jobs, and nearly doubled lawsuits against franchises.

The American Franchise Act would end this whiplash by codifying a clear, commonsense joint employer standard for franchised businesses that would provide much-needed clarity in the law so franchisees can have the peace of mind to grow their businesses, create jobs, and serve their communities.

Uncertainty surrounding the joint employer standard has gone on for more than a decade, and now we need Congress to pass the American Franchise Act to protect franchise business growth for the long-term.

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FEBRUARY 22-24, 2027 | LAS VEGAS, NV

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IFA27 LEGAL

May 2-4, 2027 | Washington, DC

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May 4-5, 2027 | Washington, DC

FRANCHISE GROWTH AND MARKETING CONFERENCE June 15-17, 2027 | Atlanta, GA

IFA27 ADVOCACY SUMMIT

franchise.org/events

June 21-23, 2027 | Washington, DC

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