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School of Continuing Studies

XBUS-464 the Future of Franchising

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Course Details

The franchise model is going through significant transitions due to a complex array of influences including new technologies, increasing regulatory activities, and rapidly changing global demographics. This course is designed to help franchise professionals gain a better appreciation for and a deeper understanding of best practices and developing trends in franchising. It is structured to help individuals in the franchise sector develop broader knowledge and better competency in the emerging components that relate to the franchise model. The course will present case studies, interactive exercises, and group projects to foster new insights and strategies, as well as provide presentations by key industry guest speakers. Course topics and guest speakers include:

  • Innovation in Franchising – Susan Reed, Partner, Edge Dweller, Inc.
  • Mergers and Acquisitions – Bret Lowell, Partner, DLA Piper
  • The Utility of Technology – Dan Monaghan, Co-founder, WSI
  • The New Age Wave: Jamie Notter, Founding Partner, WorkXO
  • The New Era of Franchise Marketing – Bob Fiddler, President, The Fiddler Group
  • Legal & Regulatory Challenges - Keri McWilliams, Partner, Nixon Peabody, LLP

Course Objectives

Upon completion of the course, a successful student will be able to:

  • Identify best practices across leading franchise companies
  • Discuss the developing trends franchise management is facing
  • Provide salient and meaningful strategies for dealing with franchise related issues
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Said Business School

Oxford Social Finance Programme

Webinar: Introducing the Oxford Social Finance Programme (31/7/17)

Next dates

Nov 4—8, 2019
5 days
Oxford, United Kingdom
GBP 7000 ≈USD 8931
GBP 1400 per day


Using blended capital to address the world's largest problems

Social finance helps provide capital to address the wicked problems facing the world today.

Global, systematic challenges as outlined by the UN SDGs demand innovation which traditional financing mechanisms fail to address. Social innovation requires innovative capital and this is provided by social finance.

You will:

  • Discover how deliberate leadership and effective policy can tackle some of the world's most complex problems
  • Learn how grants, donations and high-return investment blend together to create innovative fund structures and large scale impact
  • Gain insight of social finance tools including catalytic philanthropy, public private partnerships, social and development impact bonds

CEO level guest speakers from major, international foundations and NGOs will share their experience on implementing large scale social programmes.


To you

  • Gain experience on Layered Capital Approaches with access to the latest thinking
  • Learn how to use blended social finance to raise an ambitious co-mingled fund
  • Combine tools including catalytic philanthropy, programme and mission related investments, and donor advised funds
  • Examine the latest models including the Zuckerberg-Chan LLC and Jack Ma Trusts
  • Explore crowd funding and co-finance models

To your business

  • Create and develop a social finance action plan
  • Develop organisational infrastructure and culture to manage high-impact social projects
  • Access to global leaders in the finance industry
  • Join a growing international network of specialist organisations


Day one – global innovations, taking social finance to scale

  • Build a common language based on cutting edge, global research
  • Define scale and gain an overview of social finance, related policy and blended capital
  • Examine leadership and consider your theory of change
  • Case study: What can go wrong and what can go right?
  • Guest speaker: Jennifer Pryce, President and CEO of Calvert Impact Capital
  • Examine global models in philanthropy, endowments and social investing
  • Guest speaker: Oksana Oracheva, General Director, Vladimir Potanin Foundation

Day two – impact measurement and feedback at scale

  • Measuring and managing performance, from leadership to impact
  • Guest speaker: Karim Harji, Director, Oxford Impact Measurement Programme
  • Develop feedback strategies and tools as a social finance tool
  • Guest speaker: Dennis Whittle, CEO and Co-founder, Feedback Labs
  • Explore technology strategies to accelerate large scale change
  • Case study: Blended capital strategy to track slavery in the supply chain
  • Guest speaker: Randy Newcombe, President and CEO, Humanity United

Day three – innovative finance instruments

  • Social impact bonds and public/private sector investment
  • Development impact bonds and Social Success Notes
  • How one of the world’s largest wealth management businesses is using blended capital to help achieve SDGs
  • Case study: From Giving to Investing - the world’s first development impact bond in education and healthcare in India and social success note in Uganda
  • Guest speaker: Phyllis Costanza, CEO, UBS Optimum Foundation
  • Guest speaker: Safeena Husain, Founder and Executive Director, Educate Girls

Day four – climate change innovations, carbon and Canada

  • Environmental finance and carbon
  • Guest Speaker: Mark Campanale, Founder and Executive Director, Carbon Tracker Initiative
  • Policy interventions to support divest / invest strategies that address energy poverty and gender inequality
  • Guest Speaker: Ellen Dorsey, Executive Director, Wallace Global Fund
  • Use social finance tools and public-private-philanthropic partnerships to mitigate climate change Canada-wide
  • Balance impact at scale, the needs of pension funds and banks with the cultural and economic needs of indigenous people and women.
  • Case study: Canada and Commonwealth strategies for sustainable finance and carbon efficiency and a low carbon economy
  • Guest Speaker: Bruce Lourie, President, Ivey Foundation
  • Guest Speaker: Jeffrey Cyr, Managing Partner, Raven Indigenous Capital Partners

Day five: technology, finance, and policy innovation

  • Explore ways to mitigate risk when blending capital
  • Examine how the Queen Rania Foundation is using technology to revolutionise education in Jordan and the Middle East through partnerships with the Chinese entrepreneur Jack Ma
  • Guest Speaker: Nafez Dakkak, UK CEO, Queen Rania Foundation
  • See strategies used by Partners for Health and the government to transform Rwanda’s health care system after genocide
  • Guest Speaker: Peter Drobac, Director, Skoll Centre for Social Entrepreneurship, Saïd Business School
  • Establish post-programme networking goals
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