Restaurant Transformation Festival

SAN DIEGO, CALIFORNIA

SEPTEMBER 21-23

San Diego,

get ready to transform your restaurant.

You’re invited to R365’s Restaurant Transformation Festival. We’re excited to bring together clients, partners, and industry leaders for more than two days of learning and connecting to inspire and support you in pursuit of your most ambitious goals.

Get ready to level up accounting, inventory and purchasing, HR, and payroll with the help of Restaurant365 experts, executives, and a handful of the business’ biggest names.

Space is limited, so be sure to secure your spot early!

Agenda coming soon...

8:00 AM - 9:00 AM

Registration

9:00 AM - 9:30 AM

Opening

9:30 AM - 10:15 AM

What’s New in R365 Product Update

10:15 AM - 11:00 AM

The Rush: Right Tools, Right Time, Right Results

Learn how four different operators win the day and beyond with Restaurant365.

11:00 AM - 11:15 AM

Break

11:15 AM - 12:00 PM

Workshop Sessions

I. Fundamentals Track: Mastering the Daily Flow: AP Invoices, DSS, and Operational Pulse

Shift your focus from daily tasks to weekly habits that move the needle. We’ll cover fixing costing errors, refreshing inventory templates, conducting counts, publishing forecasts, and aligning AP accuracy to stay ahead week after week.

II. Forecast Smarter, Operate Better: The Power of Data-Driven Forecasting

Unlock the full potential of your historical and real-time data. This session shows you how to transform numbers into insights, enhancing scheduling, tightening inventory, and improving financial accuracy for better decision-making across your operations

III. Purchase Like a Pro: Optimize Ordering & Vendor Performance

Streamline your ordering process and strengthen vendor accountability. We’ll cover how to create effective order guides, reduce waste, manage vendor relationships, and bring full transparency and accuracy to every purchase.

IV. Smart Solutions for Happy Staff: Next-Gen Employee Training

Discover how to drive employee satisfaction and retention with scalable, AI-powered training programs. Learn how to centralize training content, track progress, and build a culture of consistency with tools designed for restaurant teams.

V. Franchise Brand Track: Franchise Accounting Playbook: Expert Panel on Best Practices

Join experienced franchise operators as they share practical strategies for navigating franchise finances. Learn how to maintain compliance, streamline reporting, and drive consistency and profitability across multiple locations.

Ryan Medford, Owner

The Original Pancake House

Brian Herskovets, Director, Franchise Ops

Angry Crab Shack

12:00 PM - 1:00 PM

Table Talk - Networking Lunch

1:00 PM - 1:45 PM

Workshop Sessions

I. Fundamentals Track: Weekly Wins: Inventory, Forecasting & Fixing Costing Errors

Learn how to efficiently audit your restaurant's accounting database to ensure financial accuracy and compliance. This advanced session provides practical techniques and tools to identify discrepancies, streamline processes, and safeguard your restaurant's financial health.

II. What Keeps a Franchise CFO Up at Night?

This session explores the high-stakes challenges franchise finance leaders face daily, from risk management and compliance to optimizing profitability. Get expert insights into building resilience and staying agile in today’s market.

III. Top Tips for Controlling Labor and Food Costs

Inflation and rising food costs are eating into margins. Join Paul Bedeski from Customer Success as he shares actionable tactics for managing waste, recipe costs, inventory, and labor efficiency, all while hitting accurate weekly targets.

IV. Maximizing Labor With Advanced Tracking and Reporting

Dig into labor tracking that drives results. This session explores how advanced reporting tools help you uncover trends, manage compliance, improve scheduling, and optimize team productivity in real time.

V. Franchise Brand Track: Franchise Finances Made Easy

Franchise finances don’t have to be messy. Learn how to simplify third-party reconciliations, create accurate budgets, and build scalable workflows that reduce manual work and improve financial planning across locations.

2:00 PM - 2:45 PM

Workshop Sessions

I. Fundamentals Track: Month-End Mastery: Menu Analysis, AvT & Inventory Insights

Month-end doesn’t have to be a scramble. Learn how to wrap the month with confidence, from final counts to deep-dive reporting. We’ll cover how to use Actual vs. Theoretical analysis, uncover savings, and improve menu performance.

II. Advanced Accounting: How to Audit Your Database Like a Pro

Gain full command of your accounting data. This session shows you how to audit your system for discrepancies, improve accuracy, and streamline workflows, building transparency and control into your financial foundation.

III. Boost Profits With Menu Engineering and Advanced Recipe Management

Combine data-backed menu engineering with precision recipe costing. Learn how to evaluate item performance, control plate costs, and redesign your menu to boost margins—without compromising guest satisfaction.

IV. Smooth Transitions: Mastering Change When Implementing New Technology

New tech, no chaos. Learn how to prep your team, manage transitions, and encourage buy-in when rolling out restaurant management tools. This session covers strategic change management to drive adoption and minimize disruptions.

V. Franchise Brand Track: What's Your Restaurant Accounting IQ

Put your knowledge to the test in this fast-paced, interactive session. Explore real-world scenarios across cost controls, compliance, and reporting to sharpen your financial skills and discover new ways to improve profitability.

2:45 PM - 3:15 PM

Break

3:15 PM - 4:00 PM ✦ KEYNOTE

Coming soon!

Chris Yeh

Co-founder

Chris Yeh is the co-founder of the Blitzscaling Academy, which teaches individuals and organizations how to plan for and execute on hypergrowth, and of Blitzscaling Ventures, which invests in the world’s fastest-growing startups. Chris has founded, advised, or invested in over 100 high-tech startups since 1995, including companies like Ustream (investor, advisor, CEO) and UserTesting.com (advisor). He is the co-author, along with Reid Hoffman, of Blitzscaling: The Lightning-fast Path to Building Massively Valuable Companies, and the co-author, along with Reid Hoffman and Ben Casnocha, of the New York Times bestseller, The Alliance: Managing Talent in the Networked Age. Chris earned two degrees from Stanford University, with distinction in both, and an MBA from Harvard Business School, where he was named a Baker Scholar.

4:00 PM - 5:30 PM

Ask the Experts: Solutions Bar

6:00 PM - 9:00 PM

Backstage After Party

111 Broadway, Nashville, TN 37201

8:00 AM - 9:00 AM

Registration

9:00 AM - 9:30 AM

Day 1 Recap & Intro to your Restaurant365 Community

9:30 AM - 10:00 AM

Product Update: Let's Look Ahead

10:00 AM - 10:45 AM

Predictable Models for Profitable Outcomes

10:30 AM - 11:00 AM

Break

11:00 AM - 11:45 AM

Workshop Sessions

I. Fundamentals Track: Clean Books, Confident Decisions: The Power of Daily Accounting Tasks

Small tasks add up to big results. This session will show you how to stay on top of daily accounting workflows, from clearing unmatched transactions to processing integrated AP and DSS approvals. Your books will stay clean, your reporting stays reliable, and month-end stays stress-free.

II. Crafting your Numbers: The Art of Custom Financial Reporting

Take control of your numbers and tell your restaurant’s financial story with confidence. In this session, you’ll learn how to create custom reports that spotlight the metrics that matter most, uncover trends, and tailor insights for every audience.

III. What Keeps a Restaurant Operator up at Night?

Behind every great restaurant are hundreds of daily choices that impact long-term success. This session will explore practical ways to master daily operations, boost efficiency, and set your restaurant up for stronger, more sustainable profits.

IV. Turn Chaos into Clarity: Task Management Tools that Drive Results

Keep your team aligned and your operations running smoothly. In this session, you’ll learn how effective task management helps streamline communication, prioritize daily duties, and ensure nothing falls through the cracks, so your restaurant operates with greater efficiency and accountability.

V. Franchise Brand Track: Franchise Playbook Live: Expert Insights for Operational Success

Hear directly from industry experts and top franchise operators on what it takes to run efficient, profitable, and scalable franchise operations. This panel will dive into real-world best practices for maintaining brand consistency, optimizing workflows, and tackling common franchise challenges.

Bill Valentas, CFO

Freddy's Frozen Custard & Steakburgers

Andrei Stern, CFO

SUVICHE HOSPITALITY GROUP

Scott Miller, CFO

Cotti Foods

11:45 AM - 1:00 PM

Table Talk - Networking Lunch

1:00 PM - 1:45 PM

Workshop Sessions

I. Fundamentals Track: Weekly Financial Checkpoints: Payroll, Accruals, and Red Flag Prevention

Keep your payroll and accounting processes on track every week. In this session, we’ll cover best practices for posting payroll journal entries, confirming DSS approvals, and managing accurate accruals. You’ll learn how to spot red flags early and set yourself up for a smooth, stress-free month-end.

II. AP That Works for You: Flexible, Better Cash Flow, Stronger Partnerships

Streamline your restaurant’s financial operations with flexible, strategic AP management. This session will show you how multiple payment options can improve cash flow, strengthen vendor relationships, and drive greater efficiency across your business.

III. Streamlining Payroll: Save Time, Reduce Errors, Stay Compliant

Simplifying payroll doesn’t just save time, it protects your bottom line. In this session, you’ll learn proven strategies to automate payroll tasks, reduce errors, and ensure timely, compliant payments for your team.

IV. Reporting that Works: How to Maximize R365’s Built-In Reports

Digging data wastes time. In this session, you’ll discover the most impactful built-in reports in R365 and how to use them to quickly drive smarter decisions across your restaurant. We’ll highlight the must-use reports for accounting, operations, and leadership, helping you save time and surface the insights that matter.

V. Franchise Brand Track: Multi-Concept Mastery: Real-World Insights from Restaurant Operators

Running diverse restaurant brands comes with unique challenges and big opportunities. In this session, successful multi-concept operators will share real-world strategies for scaling, streamlining operations, and maintaining financial control across multiple brands.

Prakash Karamchandani, CEO & Co-Founder

Balance Grille

2:00 PM - 2:45 PM

Workshop Sessions

I. Fundamentals Track: Nail the Close: How to Wrap Up the Month with Accuracy and Insight

End your month with clarity, control, and confidence. This session walks you through the essentials of a clean monthly close, including bank reconciliations, key financial reviews, and spotting insights that strengthen your bottom line. You’ll leave with a clear checklist and the tools to close the books with precision.

II. Smart Deliver Partnerships: Boost Reach and Maintain Quality

Navigate third-party delivery partnerships with ease. This session covers strategies to balance costs, improve order accuracy, and maintain your brand’s quality while helping you expand your delivery reach while keeping customers satisfied.

III. Teaching CoGS to your Restaurant Managers

Empower your managers to take control of Cost of Goods Sold (CoGS) and boost your restaurant’s profitability. This session covers practical methods to teach CoGS concepts, track performance, and encourage smarter purchasing and inventory decisions.

IV. Transform Your Hiring Process with AI & Automation

Hiring and retaining restaurant talent is a constant challenge. This session dives into the evolving hiring landscape, from shifting candidate expectations to new compensation trends, while showing you how AI tools, including ChatGPT, can speed up and automate your hiring process to keep you ahead of the competition.

V. Franchise Brand Track: In House vs Outsourcing Accounting: What Franchise Operators Need to Know

Deciding between in house and outsourced accounting is crucial for franchise success. This session helps you weigh the benefits and challenges of each approach while balancing control, cost, expertise, and scalability to choose the solution that best supports your growth.

Prakash Karamchandani, CEO & Co-Founder

Balance Grille

2:45 PM - 3:15 PM

Break and Solutions Bar Time

3:15 PM - 4:00 PM

Concept Breakouts

I. Casual Dining

II. Fine Dining

III. Quick Service

IV. Fast Casual

Arnold Myint

Chef and Owner

International Market

4:00 PM - 4:30 PM

Customer Excellence Award Ce

Walid Jamal, President

JHG

Rebecca Stewart, VP of Tech

HuHot Mongolian Grill

Prakash Karamchandani, CEO & Co-Founder

Balance Grille

Melissa Rickman, Founder, CEO & Executive Chef

Wholly Stromboli

4:00 PM - 4:30 PM

Customer Excellence Award Ceremony and Closing

CONVINCE YOUR BOSS

If you need a little help, feel free to use our handy “convince my boss” form. We’ve got your back!

Grab a spot, San Diego!

We’re excited for our third stop on the Restaurant Transformation Tour in San Diego. We have limited space available for the event.

Early bird pricing expires 11:59 PM on July 31st.

$549

Early Bird Pricing

$699

General Admission

San Diego,

get ready to transform your restaurant.

SPONSORS

Agenda coming soon...

8:00 AM - 9:00 AM

Registration

9:00 AM - 9:30 AM

9:30 AM - 10:15 AM

What’s New in R365 Product Update

10:15 AM - 11:00 AM

11:00 AM - 11:15 AM

Break

11:15 AM - 12:00 PM

Workshop Sessions

12:00 PM - 1:00 PM

Table Talk - Networking Lunch

1:00 PM - 1:45 PM

Workshop Sessions

2:00 PM - 2:45 PM

Workshop Sessions

2:45 PM - 3:15 PM

Break

3:15 PM - 4:00 PM ✦ KEYNOTE

Coming soon!

Chris Yeh

Co-founder

4:00 PM - 5:30 PM

Ask the Experts: Solutions Bar

6:00 PM - 9:00 PM

Backstage After Party

CONVINCE YOUR BOSS

Grab a spot, San Diego!

Marriott Marquis San Diego Marina

333 West Harbor Drive San Diego, CA 92101

Post about it before, during, and after the event using #R365RTF

Refund Policy