Uncovering the Executive Blindspot for Franchise Success
Yara Banks
CEO at BNX Business Advisors
Scaling with Precision – The Power of Workflows & SOPs
Lisa Cimaroli
Founder of Roof Rider Academy
Classy and Excellent Advice to Grow Your Business
Carla Lomack
Owner of Class Management Group
President and Founder of ShieldWolf Strongholds
Investopedia describes a liquidity event as an acquisition, merger, initial public offering (IPO), or other action that allows founders and early investors in a company to cash out some or all of their ownership shares. An exit strategy for an illiquid investment.
Join us for an afternoon of refined networking at our Liquidity Event. This exclusive event will bring together a distinguished group of Business Owners, Franchise Owners, Business Suppliers, Company Decision Makers, and Investors.
Franchise Insights💡: Learn tips on how to turn your existing business into a franchise, or buy into an existing franchise.
Business Capital and Funding 💵: Insights on how to qualify for business capital and loans for an existing business or future start-up.
Exclusive Networking 🤝🏽: Engage with top-tier professionals and potential partners in a relaxed, elegant atmosphere.
Business Strategies 💻: How business owners use properly structured max funded Indexed Universal Life (IUL) to retire early tax-free.
Don’t miss this unique opportunity to enhance your professional relationships and make meaningful connections.
We are actively seeking additional sponsors, if you're interested please contact us at [email protected]
Eric Roy
Founder and CEO of Surf’s Up Franchising Corporation
Jonel Hein was appointed district director for the U.S. Small Business Administration’s (SBA) North Florida District Office on December 19, 2022. As district director, Mrs. Hein oversees the delivery of agency programs such as financial assistance, management counseling and business development. She is responsible for the daily operation of the district office in Jacksonville and an Alternate Work Site in Orlando, FL.
Her focus is on building and maintaining a viable network of collaborative partnerships with small business stakeholders and serving as a local resource representing the SBA at significant engagements. Additionally, her responsibilities include advancing the SBA brand recognition through SBA initiatives, MOU’s and Strategic Partner Alliances.
The North Florida District office encompasses the 43 counties north of Orlando and through the Florida Panhandle and services more than 1.6 million small businesses. The district office’s recent successes for fiscal year 2023 include generating over $884 million in loan approvals which created over 15,000 new jobs and over $1.2 billion in contracting opportunities for our 8a firm portfolio.
Mrs. Hein has been with the SBA for 33 years; previously serving her first 30 years in the South Florida District Office. Prior to her civil service, she worked in consumer lending with several banks in Florida and Washington State.
She is married, has 4 sons and 4 grandchildren.
Eric Roy
Founder and CEO of Surf’s Up Franchising Corporation
Jonel Hein was appointed district director for the U.S. Small Business Administration’s (SBA) North Florida District Office on December 19, 2022. As district director, Mrs. Hein oversees the delivery of agency programs such as financial assistance, management counseling and business development. She is responsible for the daily operation of the district office in Jacksonville and an Alternate Work Site in Orlando, FL.
Her focus is on building and maintaining a viable network of collaborative partnerships with small business stakeholders and serving as a local resource representing the SBA at significant engagements. Additionally, her responsibilities include advancing the SBA brand recognition through SBA initiatives, MOU’s and Strategic Partner Alliances.
The North Florida District office encompasses the 43 counties north of Orlando and through the Florida Panhandle and services more than 1.6 million small businesses. The district office’s recent successes for fiscal year 2023 include generating over $884 million in loan approvals which created over 15,000 new jobs and over $1.2 billion in contracting opportunities for our 8a firm portfolio.
Mrs. Hein has been with the SBA for 33 years; previously serving her first 30 years in the South Florida District Office. Prior to her civil service, she worked in consumer lending with several banks in Florida and Washington State.
She is married, has 4 sons and 4 grandchildren.
Yara Banks is a visionary leader, HR strategist, and acclaimed author of The Executive Blindspot: How Misalignment with HR Impacts Your Bottom Line. With over 20 years of combined experience in HR, operations, and leadership development, Yara has earned a reputation as a trusted advisor to C-suite executives across industries. As the CEO of BNX Business Advisors, she specializes in helping organizations align their human resources strategies with overarching business goals, transforming HR into a measurable driver of growth, profitability, and innovation.
A certified Woman and Minority-Owned Business leader, Yara has worked with Fortune 500 companies, government agencies, and small businesses, offering insights that bridge the gap between leadership vision and workforce execution. Her expertise, combined with a passion for empowering businesses, has made her a sought-after keynote speaker and thought leader on organizational success.
Eric Roy
Founder and CEO of Surf’s Up Franchising Corporation
Jonel Hein was appointed district director for the U.S. Small Business Administration’s (SBA) North Florida District Office on December 19, 2022. As district director, Mrs. Hein oversees the delivery of agency programs such as financial assistance, management counseling and business development. She is responsible for the daily operation of the district office in Jacksonville and an Alternate Work Site in Orlando, FL.
Her focus is on building and maintaining a viable network of collaborative partnerships with small business stakeholders and serving as a local resource representing the SBA at significant engagements. Additionally, her responsibilities include advancing the SBA brand recognition through SBA initiatives, MOU’s and Strategic Partner Alliances.
The North Florida District office encompasses the 43 counties north of Orlando and through the Florida Panhandle and services more than 1.6 million small businesses. The district office’s recent successes for fiscal year 2023 include generating over $884 million in loan approvals which created over 15,000 new jobs and over $1.2 billion in contracting opportunities for our 8a firm portfolio.
Mrs. Hein has been with the SBA for 33 years; previously serving her first 30 years in the South Florida District Office. Prior to her civil service, she worked in consumer lending with several banks in Florida and Washington State.
She is married, has 4 sons and 4 grandchildren.
Zach Goldwich is a resilient entrepreneur and public adjuster known for transforming setbacks into opportunities. With a proven track record of helping clients secure fair insurance settlements, Zach thrives on adaptability and creative problem-solving. Passionate about mentorship and growth, he inspires others to turn challenges into stepping stones for success.
Sheila McMullen is a seasoned banking professional with over ten years of industry experience. In her day to day as a Branch Vice President, she directs operations and ensures superior customer service. Her Master's degree in Leadership and Management provides strategic acumen and effective leadership capabilities. Ms. McMullen is also a dedicated proponent of financial literacy initiatives for young adults, empowering them to make sound financial choices. Outside of her professional responsibilities, she enjoys reading, listening to music, and trying new restaurants.
Eric Roy
Founder and CEO of Surf’s Up Franchising Corporation
Jonel Hein was appointed district director for the U.S. Small Business Administration’s (SBA) North Florida District Office on December 19, 2022. As district director, Mrs. Hein oversees the delivery of agency programs such as financial assistance, management counseling and business development. She is responsible for the daily operation of the district office in Jacksonville and an Alternate Work Site in Orlando, FL.
Her focus is on building and maintaining a viable network of collaborative partnerships with small business stakeholders and serving as a local resource representing the SBA at significant engagements. Additionally, her responsibilities include advancing the SBA brand recognition through SBA initiatives, MOU’s and Strategic Partner Alliances.
The North Florida District office encompasses the 43 counties north of Orlando and through the Florida Panhandle and services more than 1.6 million small businesses. The district office’s recent successes for fiscal year 2023 include generating over $884 million in loan approvals which created over 15,000 new jobs and over $1.2 billion in contracting opportunities for our 8a firm portfolio.
Mrs. Hein has been with the SBA for 33 years; previously serving her first 30 years in the South Florida District Office. Prior to her civil service, she worked in consumer lending with several banks in Florida and Washington State.
She is married, has 4 sons and 4 grandchildren.
Eric Roy
Founder and CEO of Surf’s Up Franchising Corporation
Jonel Hein was appointed district director for the U.S. Small Business Administration’s (SBA) North Florida District Office on December 19, 2022. As district director, Mrs. Hein oversees the delivery of agency programs such as financial assistance, management counseling and business development. She is responsible for the daily operation of the district office in Jacksonville and an Alternate Work Site in Orlando, FL.
Her focus is on building and maintaining a viable network of collaborative partnerships with small business stakeholders and serving as a local resource representing the SBA at significant engagements. Additionally, her responsibilities include advancing the SBA brand recognition through SBA initiatives, MOU’s and Strategic Partner Alliances.
The North Florida District office encompasses the 43 counties north of Orlando and through the Florida Panhandle and services more than 1.6 million small businesses. The district office’s recent successes for fiscal year 2023 include generating over $884 million in loan approvals which created over 15,000 new jobs and over $1.2 billion in contracting opportunities for our 8a firm portfolio.
Mrs. Hein has been with the SBA for 33 years; previously serving her first 30 years in the South Florida District Office. Prior to her civil service, she worked in consumer lending with several banks in Florida and Washington State.
She is married, has 4 sons and 4 grandchildren.
Lisa Cimaroli – Visionary Business Architect & Industry Leader
Lisa Cimaroli is a trailblazing entrepreneur with over $80 million in career sales in the insurance and exterior restoration industry. As the founder of CornerStone Restoration LLC and Guardian Exteriors, she has redefined success in a space where strategy and precision matter most.
Driven by a passion for empowering contractors and public adjusters, Lisa created Roof Rider Academy—a movement designed to bridge knowledge gaps, streamline workflows, and equip industry leaders with the tools to scale smarter and lead with impact.
Her influence extends beyond business. Lisa collaborates with top organizations like Cohen Law, Estimate Mastery, IKO, and the American Policyholders Association (APA) to drive industry-wide change. A sought-after speaker at events like RoofCon and Honest & Ethical Storm Domination, she is dedicated to education, advocacy, and elevating standards in restoration.
Lisa serves as the Chairwoman of North Florida’s National Women in Roofing, sits on the corporate board of the APA, and holds elite certifications with IKO and Xactimate. She remains committed to giving back, offering free education to homeowners and businesses, and pushing for industry transparency and growth.
Dream Bigger. Forge Your Path. Blaze with Purpose.
Eric Roy
Founder and CEO of Surf’s Up Franchising Corporation
Jonel Hein was appointed district director for the U.S. Small Business Administration’s (SBA) North Florida District Office on December 19, 2022. As district director, Mrs. Hein oversees the delivery of agency programs such as financial assistance, management counseling and business development. She is responsible for the daily operation of the district office in Jacksonville and an Alternate Work Site in Orlando, FL.
Her focus is on building and maintaining a viable network of collaborative partnerships with small business stakeholders and serving as a local resource representing the SBA at significant engagements. Additionally, her responsibilities include advancing the SBA brand recognition through SBA initiatives, MOU’s and Strategic Partner Alliances.
The North Florida District office encompasses the 43 counties north of Orlando and through the Florida Panhandle and services more than 1.6 million small businesses. The district office’s recent successes for fiscal year 2023 include generating over $884 million in loan approvals which created over 15,000 new jobs and over $1.2 billion in contracting opportunities for our 8a firm portfolio.
Mrs. Hein has been with the SBA for 33 years; previously serving her first 30 years in the South Florida District Office. Prior to her civil service, she worked in consumer lending with several banks in Florida and Washington State.
She is married, has 4 sons and 4 grandchildren.
Zach Goldwich is a resilient entrepreneur and public adjuster known for transforming setbacks into opportunities. With a proven track record of helping clients secure fair insurance settlements, Zach thrives on adaptability and creative problem-solving. Passionate about mentorship and growth, he inspires others to turn challenges into stepping stones for success.
Sheila McMullen is a seasoned banking professional with over ten years of industry experience. In her day to day as a Branch Vice President, she directs operations and ensures superior customer service. Her Master's degree in Leadership and Management provides strategic acumen and effective leadership capabilities. Ms. McMullen is also a dedicated proponent of financial literacy initiatives for young adults, empowering them to make sound financial choices. Outside of her professional responsibilities, she enjoys reading, listening to music, and trying new restaurants.
Eric Roy
Founder and CEO of Surf’s Up Franchising Corporation
Jonel Hein was appointed district director for the U.S. Small Business Administration’s (SBA) North Florida District Office on December 19, 2022. As district director, Mrs. Hein oversees the delivery of agency programs such as financial assistance, management counseling and business development. She is responsible for the daily operation of the district office in Jacksonville and an Alternate Work Site in Orlando, FL.
Her focus is on building and maintaining a viable network of collaborative partnerships with small business stakeholders and serving as a local resource representing the SBA at significant engagements. Additionally, her responsibilities include advancing the SBA brand recognition through SBA initiatives, MOU’s and Strategic Partner Alliances.
The North Florida District office encompasses the 43 counties north of Orlando and through the Florida Panhandle and services more than 1.6 million small businesses. The district office’s recent successes for fiscal year 2023 include generating over $884 million in loan approvals which created over 15,000 new jobs and over $1.2 billion in contracting opportunities for our 8a firm portfolio.
Mrs. Hein has been with the SBA for 33 years; previously serving her first 30 years in the South Florida District Office. Prior to her civil service, she worked in consumer lending with several banks in Florida and Washington State.
She is married, has 4 sons and 4 grandchildren.
Eric Roy
Founder and CEO of Surf’s Up Franchising Corporation
Jonel Hein was appointed district director for the U.S. Small Business Administration’s (SBA) North Florida District Office on December 19, 2022. As district director, Mrs. Hein oversees the delivery of agency programs such as financial assistance, management counseling and business development. She is responsible for the daily operation of the district office in Jacksonville and an Alternate Work Site in Orlando, FL.
Her focus is on building and maintaining a viable network of collaborative partnerships with small business stakeholders and serving as a local resource representing the SBA at significant engagements. Additionally, her responsibilities include advancing the SBA brand recognition through SBA initiatives, MOU’s and Strategic Partner Alliances.
The North Florida District office encompasses the 43 counties north of Orlando and through the Florida Panhandle and services more than 1.6 million small businesses. The district office’s recent successes for fiscal year 2023 include generating over $884 million in loan approvals which created over 15,000 new jobs and over $1.2 billion in contracting opportunities for our 8a firm portfolio.
Mrs. Hein has been with the SBA for 33 years; previously serving her first 30 years in the South Florida District Office. Prior to her civil service, she worked in consumer lending with several banks in Florida and Washington State.
She is married, has 4 sons and 4 grandchildren.
Carla Lomack is a business professional with over twenty years of experience in administration. Her standards of excellence have produced results for well-known companies and individuals throughout Florida and Georgia. After completing her master’s in organizational leadership at Brenau University, she continues to serve as a non-profit administrator, volunteer in the community, and at her local church. Lomack continues a successful path of leadership today as the small business owner of Class Management Group and an author of her first book CLASS E CEO where she champions entrepreneurial lifestyle.
Eric Roy
Founder and CEO of Surf’s Up Franchising Corporation
Jonel Hein was appointed district director for the U.S. Small Business Administration’s (SBA) North Florida District Office on December 19, 2022. As district director, Mrs. Hein oversees the delivery of agency programs such as financial assistance, management counseling and business development. She is responsible for the daily operation of the district office in Jacksonville and an Alternate Work Site in Orlando, FL.
Her focus is on building and maintaining a viable network of collaborative partnerships with small business stakeholders and serving as a local resource representing the SBA at significant engagements. Additionally, her responsibilities include advancing the SBA brand recognition through SBA initiatives, MOU’s and Strategic Partner Alliances.
The North Florida District office encompasses the 43 counties north of Orlando and through the Florida Panhandle and services more than 1.6 million small businesses. The district office’s recent successes for fiscal year 2023 include generating over $884 million in loan approvals which created over 15,000 new jobs and over $1.2 billion in contracting opportunities for our 8a firm portfolio.
Mrs. Hein has been with the SBA for 33 years; previously serving her first 30 years in the South Florida District Office. Prior to her civil service, she worked in consumer lending with several banks in Florida and Washington State.
She is married, has 4 sons and 4 grandchildren.
Zach Goldwich is a resilient entrepreneur and public adjuster known for transforming setbacks into opportunities. With a proven track record of helping clients secure fair insurance settlements, Zach thrives on adaptability and creative problem-solving. Passionate about mentorship and growth, he inspires others to turn challenges into stepping stones for success.
Sheila McMullen is a seasoned banking professional with over ten years of industry experience. In her day to day as a Branch Vice President, she directs operations and ensures superior customer service. Her Master's degree in Leadership and Management provides strategic acumen and effective leadership capabilities. Ms. McMullen is also a dedicated proponent of financial literacy initiatives for young adults, empowering them to make sound financial choices. Outside of her professional responsibilities, she enjoys reading, listening to music, and trying new restaurants.
Eric Roy
Founder and CEO of Surf’s Up Franchising Corporation
Jonel Hein was appointed district director for the U.S. Small Business Administration’s (SBA) North Florida District Office on December 19, 2022. As district director, Mrs. Hein oversees the delivery of agency programs such as financial assistance, management counseling and business development. She is responsible for the daily operation of the district office in Jacksonville and an Alternate Work Site in Orlando, FL.
Her focus is on building and maintaining a viable network of collaborative partnerships with small business stakeholders and serving as a local resource representing the SBA at significant engagements. Additionally, her responsibilities include advancing the SBA brand recognition through SBA initiatives, MOU’s and Strategic Partner Alliances.
The North Florida District office encompasses the 43 counties north of Orlando and through the Florida Panhandle and services more than 1.6 million small businesses. The district office’s recent successes for fiscal year 2023 include generating over $884 million in loan approvals which created over 15,000 new jobs and over $1.2 billion in contracting opportunities for our 8a firm portfolio.
Mrs. Hein has been with the SBA for 33 years; previously serving her first 30 years in the South Florida District Office. Prior to her civil service, she worked in consumer lending with several banks in Florida and Washington State.
She is married, has 4 sons and 4 grandchildren.
Eric Roy
Founder and CEO of Surf’s Up Franchising Corporation
Jonel Hein was appointed district director for the U.S. Small Business Administration’s (SBA) North Florida District Office on December 19, 2022. As district director, Mrs. Hein oversees the delivery of agency programs such as financial assistance, management counseling and business development. She is responsible for the daily operation of the district office in Jacksonville and an Alternate Work Site in Orlando, FL.
Her focus is on building and maintaining a viable network of collaborative partnerships with small business stakeholders and serving as a local resource representing the SBA at significant engagements. Additionally, her responsibilities include advancing the SBA brand recognition through SBA initiatives, MOU’s and Strategic Partner Alliances.
The North Florida District office encompasses the 43 counties north of Orlando and through the Florida Panhandle and services more than 1.6 million small businesses. The district office’s recent successes for fiscal year 2023 include generating over $884 million in loan approvals which created over 15,000 new jobs and over $1.2 billion in contracting opportunities for our 8a firm portfolio.
Mrs. Hein has been with the SBA for 33 years; previously serving her first 30 years in the South Florida District Office. Prior to her civil service, she worked in consumer lending with several banks in Florida and Washington State.
She is married, has 4 sons and 4 grandchildren.
Randolph Love III, is the Founder and President of ShieldWolf Strongholds, a Fractional CFO company that specializes in providing Business and Franchise Owners with all of the perks and benefits of having a full time Chief Financial Officer and Business Succession Planner, but for a fraction of the price.
He is a Partner and Consultant with The Franchise Consulting Company; the largest American owned franchise consulting company in the world.
He is the Author of the forthcoming Financial Literacy book, "The Miracle Money Vehicle: How To Make Money Make Babies;" which gives individuals and business owners a step by step guide on what they need to do to have the option to retire, or exit their current position in less than 5-10 years, with properly structured, and funded Trusts and Tax Strategies.
Also, he is the host of, "The Entreprenudist Podcast: The Place To Hear Real Entrepreneurs and Business Owners BARE IT ALL;" ranked in the TOP 10% of podcasts for Business Owners and Entrepreneurs by ListenNotes.com.
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