In San Antonio & Streamed Live

Funding the Franchisee

The missing link in franchise sales

Most franchisors have a system for real estate, equipment, marketing, and tech. Funding is usually the one piece nobody owns. On September 9th, I'm sitting down with Benetrends CEO Rocco Fiorentino and VP Anthony Byrd to fix that — join us in San Antonio or watch live from wherever you are.

Built for franchisors CEOs & Presidents VPs of Development Franchise Sales Teams
Discovery Validation FDD Review Funding The Missing Link Discovery Day Signing
Date Wednesday, September 9, 2026
Time 11:00 AM Central
In-Person Location Fogo de Chão · San Antonio Riverwalk
Format Live event + streamed webinar

The Premise

You don't need to be the bank.

You do need a process. One that helps qualified candidates understand their funding options, see a realistic path to ownership, and move through development without getting stuck. That's the hour we're going to spend together — practical, not promotional.

"There's a big difference between being the banker and having a clear funding process. Most franchisors have never drawn that line."

Two Ways to Join

Pick the seat that works for you.

Option 1

Join Us in San Antonio

  • Private room at Fogo de Chão, San Antonio Riverwalk
  • 849 E Commerce St, Ste 393 · San Antonio, TX 78205
  • Wednesday, September 9, 2026 · Session begins 11:00 AM Central
  • Luncheon served at noon, complimentary courtesy of Benetrends
  • Seating is limited to keep the room conversational
Reserve My Seat
Option 2

Watch the Livestream

  • Wednesday, September 9, 2026 · 11:00 AM Central
  • Streamed live to your screen
  • The same conversation, the same live polls
  • Live Q&A with Rocco Fiorentino
  • No travel required
Register for the Livestream

Your Funding ExpertS

Rocco Fiorentino, CFE

President & CEO, Benetrends Financial

Rocco has spent more than 35 years helping people fund the leap into business ownership. He helped pioneer the funding model that lets entrepreneurs put retirement savings to work starting a business, and he's built Benetrends into one of the largest SBA lenders in franchising. On September 9th, he's telling you exactly what a real funding process looks like — no bank required.

Anthony Byrd, CFE

VP, Banking Business Development

With more than a decade of experience in franchise and SBA lending, Anthony specializes in helping franchisees and franchisors access smart, growth-focused funding solutions. A Certified Franchise Executive (CFE) and frequent industry speaker, he shares practical insights on lending strategy and franchise growth. Known as a trusted advisor in the franchise community, he is passionate about building strong relationships, simplifying complex financing, and helping entrepreneurs secure the capital they need to launch and scale successfully.

Hosted by Keith Gerson, CFE — President & CEO, Gerson Advisory Services. Co-Founder * Managing Partner of The Franchise Consortium

What We'll Cover

The questions every franchisor should be asking.

  • Why "we don't want to be the banker" isn't the same as having no process at all
  • When the funding conversation should really start — and why most franchisors wait too long
  • Where your development team's job ends and a funding partner's job begins
  • The paths every franchisor should know: SBA lending, ROBS, and other sources of capital
  • How a funding calculator can qualify a candidate before your team invests weeks
  • What happens next when a candidate doesn't qualify for the first option

This is a working session, not a lecture. We'll poll the room several times during the hour, then put the results straight in front of Rocco for his read on where you all stand.

Who it's for

Franchisors — CEOs, VPs of Development, and anyone on your team who talks to candidates about becoming an owner.

Let's Close the Gap

One hour. Two experts. A process you can put to work Monday morning.

Wednesday, September 9, 2026 · 11:00 AM Central · Luncheon at noon for in-person guests · Fogo de Chão, San Antonio Riverwalk — or wherever you're watching from.