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VIC/TAS Breakfast: Governance and Finance in 2019

Parliamentary Inquiry & Banking Royal Commission: What Happens Once the Headlines Are Gone!

Come along and hear from leading franchisors and experts in financing about finance challenges and options for franchise funding. Gain a further understanding of the impact on Franchisors and Franchisees when it comes to governance and the flow on effects with financing. Hear how Franchisors are helping their Franchisees gain funding to protect and grow their brands.

Mary Aldred CEO of the FCA will be a guest speaker at the Victorian Chapter Compliance & Finance breakfast on 19 March. Just days after the release of the Parliamentary Inquiry into franchising, Mary will share valuable insights and observations. Franchisors and franchisees need to attend this breakfast.
New Panellist: Tanya Robertson National Franchising Manager for 7-Eleven, will join Catherine Maxwell, Neil McKay and Serge Infanti to further discuss where to now from the Banking Royal Commission and the Parliamentary Inquiry into franchising.

Attend this session to learn:
  1. Governance - What do we need to do to ensure good governance?
  2. Funding - Have the rules changed?
  3. Franchisor Growth - Is Franchisor funding an option for you?

Facilitated by Bruce McFarlane, Managing Director, BlueRock Law, join the VIC Chapter fraternity to engage with the panel members below and learn about how the Banking Royal Commission and the Franchising Parliamentary Inquiry have changed the landscape around Franchising funding and governance across our sector;

  • Serge Infanti, Managing Director, Foodco Group Pty Ltd
  • Catherine Maxwell, FGIA/Executive Manager, Policy & Advocacy/Governance Institute of Australia Ltd
  • Neil McKay, Director/CEO, SME Finance Group Pty Ltd

About the Facilitator:

Bruce McFarlane, Managing Director, BlueRock Law

Bruce heads up the firm's Franchising, Retail & Distribution practice.  His experience spans the franchising lifecycle from set-up and structuring, managing franchise document preparation and review, preparation and negotiation of franchising, licensing and distribution agreements. Bruce's commercial practice also involves advising clients on sales and purchases of business/ private mergers and acquisitions.

Bruce is considered a leading corporate and commercial partner within the franchising and retail sector and often presents and provides expert media commentary on changes to the sector.

Bruce has a strong commercial understanding of businesses and considers the delivery of the highest possible client service, with superior technical advice, being important factors in developing client relationships.
He is very service-focused, often being on call to clients 24/7, and in feedback clients say they appreciate Bruce's commercial approach to business decisions

About the Guest Panellists:

Serge Infanti, Managing Director, Foodco Group Pty Ltd

Serge Infanti is the Managing Director and a stake holder of Foodco Group Pty Ltd (Foodco). Prior to joining Foodco in 1990, Serge held various management, financial and marketing roles at IBM Australia and Asia Pacific.

Serge's history with Foodco began in 1990 when he and his wife Trish purchased a Muffin Break franchise in Queensland. Together, Serge and Trish grew their initial investment to two Muffin Break outlets and an additional two Jamaica Blue stores.
In 1995, after his success as a franchisee, Serge was approached by Foodco to take on the role of Queensland General Manager.
After a period of sustained business growth in Queensland, Serge was appointed as the General Manager of Development in 1998 and in 2000, Serge was appointed to the position of Executive Director responsible for development.

Today, Foodco is responsible for approx. 500 stores globally, most of which are franchised. Foodco also has diversified and leveraged its significant infrastructure and knowledge by providing hospitality services to key industries like hospitals and universities and has a stake in CROCS, Australia's largest children's playcenter business.

Serge's commercial experience has assisted him in his success at Foodco, driving the Group to the forefront of the franchising industry.
Serge lives and breathes food and coffee. His business mantra after years of experience and success is... "It's important to learn, but just as important to create."
Serge predicts a continued period of growth for Foodco, with plans for Muffin Break and Jamaica Blue to continue its expansion in the UK, NZ and Australian markets.

Catherine Maxwell, FGIA/Executive Manager, Policy & Advocacy/Governance Institute of Australia Ltd

Catherine has a strong background in governance and policy gained at the Australian Prudential Regulation Authority, the ASX Corporate Governance Council, ASX, the Australian Institute of Company Directors and the Financial Services Council. Qualified as a lawyer, she has also held roles as a company secretary with The Cancer Council NSW, NPP Australia Limited and Father Chris Riley's Youth off the Streets Limited.

Neil McKay, Director/CEO, SME Finance Group Pty Ltd

Neil has over 20 years Commercial Finance industry experience including as a Senior Executive with one of the worlds largest and most respected financiers GE Capital.

Throughout Neil's career he has had exposure to a diverse range of industries including mining, manufacturing, road transport, civil construction and healthcare. As a financier to companies, from SME to ASX200, he understands the opportunities and challenges that business faces, supporting through performance benchmarking, balance sheet structuring and asset utilisation. He is experienced in most financial products including corporate and asset finance, commercial property lending, franchise funding and fleet management.

Neil has extensive lending and risk management experience having held credit discretions in excess of $15 million. Through his deep industry knowledge Neil takes the approach of understanding the customers' business and matching the financial products available to provide balance sheet and cash flow solutions.

Neil has an extensive network of contacts across the banking and finance industry providing him with an up to date knowledge of the various products available utilizing not only the usual range of loan and deposit products, but also more specialized products such as trade finance, equipment finance, wholesale and dealer finance.

Neil has served on many boards and committees and is a keen sports enthusiast with involvement in AFL, soccer and horse racing over the years.

Event Details:

Venue: Kooyong Lawn Tennis Club
Venue Address: 489 Glenferrie Road, Kooyong, VIC 3144
Starting: 7:00 AM
Tuesday 19th March 2019
Ending: 9:00 AM
Phone Enquiries: 1300 696 030

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Upcoming Events

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Start Time: 4:00pm
Date: Thursday 21st November 2019

NSW/ACT State Chapter Christmas Celebration

Start Time: 6:00pm
Date: Thursday 21st November 2019


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