PDF - The Bulletin
Transcription
PDF - The Bulletin
March-April 2016 Achieving Success with Combo Operations PAGES 1-12 Photo: Cored, upright granite monuments in Horan & McConaty’s Cremation Gardens at Rocky Mountain Memorial Park in Denver, CO ALSO IN THIS ISSUE Spring Management Summit Promises “Learning Without Limitations” 13-15 Selected Launches New FTC Funeral Rule Mystery Shopper Program 17 Preferred Partner Program Continues to Grow 20 Board of Directors Mark T. Higgins, President Durham, NC, Group 3 919-688-6387 [email protected] J Mitchell, Secretary-Treasurer March-April 2016 selectedbulletin.org Kilgore, TX, Group 5 903-984-2525 [email protected] Achieving Success with Combo Operations 3 2 Selected Brings Combo Firms Together 3 Larkin Mortuary Leverages Diversity and Creativity 6 The Buchanan Group: Service Through Partnerships 9 Horan & McConaty’s Unqiue Cremation Gardens 12 Shackelford Funeral Directors Utilizes Social Media in a Competitive Market 6 9 12 13 14 15 23 13 David Speaks Chosen as 2016 NextGen Professional of the Year 13 Spring Management Summit Promises “Learning Without Limitations” 14 2016 Summit Preview: Sharing Financial Data Builds Staff Awareness 15 2016 Summit Preview: Community Events are Great Opportunities for Brand Building 16 Board Nomination Period for Groups 3 and 5 Closing Soon 17 Sarah Pojanowski: Selected Launches Funeral Rule Mystery Shopper Program 18 Selected Study Group Enrollment Opens March 1st 20 Preferred Partner Network Continues to Grow 21 National Media Launch for Have the Talk of a Lifetime® 22 Selected Educational Trust News Our Members 23 Member Spotlight: Steven Mailloux 24 Remembering Our Colleagues, Educational Trust Contributors, News from Our Members Saugus, MA, Group 1 781-233-0300 [email protected] Neil P. O’Connor Laguna Hills, CA, Group 6 949-581-4300 [email protected] Lisa Baue St. Charles, MO, Group 4 636-940-1000 [email protected] Charles M. “Chip” Billow Akron, OH, Group 2 330-867-4141 [email protected] R. Bradley Speaks, Ex Officio Independence, MO, Group 4 816-252-7900 [email protected] Executive Director and CEO Robert J. Paterkiewicz Deerfield, IL 800-323-4219 [email protected] The Bulletin Volume 99, Number 2 selected-bulletin.org The Bulletin (ISSN 1533-7197) is published bimonthly by Selected Independent Funeral Homes 500 Lake Cook Rd., Suite 205 Deerfield, IL 60015 Periodical postage paid at Deerfield, IL Toll-Free: 800-323-4219 Local: 847-236-9401 Fax: 847-236-9968 Our Preferred Partners 16 Federated Insurance 22 C & J Financial, LLC Connect With Us! 25 Kelco Supply Company Facebook /SelectedFH LinkedIn /company/ selected-independentfuneral-homes ©2016 Selected Independent Funeral Homes Ann Ciccarelli Twitter @SelectedFH POSTMASTER: Send address changes to: The Bulletin, Selected Independent Funeral Homes, 500 Lake Cook Rd., Suite 205, Deerfield, IL 60015. Contributions relative to the funeral service profession and to the activities of the members of this organization are solicited. Address all correspondence to the above address or to [email protected]. SELECTED VIEWS Membership Campaign Gains Momentum By Mark Cuddy, Membership Development Director We had a very educational start last year to our 600 by 2020 by 1 membership growth campaign, and a lot of exciting things happened. We refined our process for targeting and evaluating quality, potential member firms—using four states in our initial outreach: Colorado, Louisiana, New York and North Carolina. As we had hoped, our campaign created worldwide enthusiasm for Selected membership and great recommendations. The combined efforts resulted in 22 outstanding additions to the Selected family. This year, we are targeting six more states: California, Florida, Iowa, Minnesota, Ohio and Oklahoma. And we expect that additional memberships will result in the states from last year’s outreach. I also have the opportunity this year to work closely with President Mark Higgins. Mark has a broad knowledge of members and non-members across North America and around the world. With his insight, we plan to connect with many more quality firms and share the Selected message. Another key change that happened in 2015 was adding Patty Neuswanger as our Marketing and Communications Manager. She has been integral in organizing our marketing campaign which now gives us more focus and connection to potential members. So I anticipate the 600 by 2020 by 1 campaign will make a big push forward in 2016. Our data gathering is very good, our marketing strategy and materials are top-notch, and we are grateful that our members are stepping up with good, qualified recommendations. It’s a great place to start, and I look forward to long-term growth in Selected membership. Believe it or not, many people still are not familiar with Selected. Some know the old NSM name, but we need better name recognition. Our marketing materials that go out to prospective firms are designed to create a better understanding of what Selected is and what it provides for its members. Retention also is an important part of membership health. We are fortunate that Selected has a great retention rate, but we don’t want to lose any firm. What can you do? Reach out and touch base with your fellow members; check in and see what you can do for each other. I’ve always felt that for this kind of membership campaign to gain traction, our current membership needs to work closely alongside the Board and Headquarters Staff in developing new prospects. Member recommendations remains the key component of long-term growth in our membership. Who do you want sitting next to you at the next Selected gathering? When I talk to people about the Selected Leadership Academy, NextGen, Selected Study Groups and even our latest effort to connect and support firms operating both funeral homes and cemeteries (as explored in this issue of The Bulletin), people take notice. Who wouldn’t want to be part of an organization that shares the latest ideas and facilitates like-minded professional relationships? The key is getting them to take action and seek membership. But I want to emphasize that there is a difference between a recommendation and a lead or referral. The latter is an unquantified or cold prospect. But a firm recommendation—based on your knowledge, interaction and conversation about Selected—is a hot prospect. You may know that the firm is active in its community, excels in a particular area or that the next generation is preparing to assume leadership. A true recommendation has a much better chance of resulting in a new invitation to membership. In the blue bar at the very top of every members’ page on Selected’s website, beginning with selectedfuneralhomes.org/members, there is a link, Recommend a Firm for Membership. Be sure to use this link. It’s easy to fill out the online form and send it to us, or call me at 800-323-4219, so we can keep the momentum going! s 1 COMBO OPERATIONS Inspiration Fountain at Larkin Mortuary’s Sunset Gardens Selected Brings Together Firms Operating Both Funeral Homes and Cemeteries Many Selected member firms have diversified their operations into areas related to funeral service such as flowers, monuments and pet care. Through a recent survey, the Selected Board of Directors and Headquarters Staff identified that members operating funeral home/ cemetery combinations are very interested in support from the association. “There was overwhelming response by these members regarding the need for helpful information, resources and networking,” said Assistant Executive Director Denise Zoephel. “So we began to explore ideas for how Selected could connect this segment of the membership and be of service to them. “One of the first results of this effort was a discussion among combo members during the 2 Conversation Café at the 2015 Annual Meeting in New Orleans. These folks were really engaged and had a lot to talk about, and there are a number of things we are planning to further support this group.” Among the plans being developed are more opportunities at this year’s Annual Meeting in Orlando, a regularly updated roster of Selected combo operators and a special electronic discussion group in The Forum at Selected, selectedfuneralhomes.org/forum. “This is exactly what makes our organization unique,” said Rob Paterkiewicz, Executive Director and CEO. “People ask me all the time, What makes Selected different? Well, what sets us apart is that our members are hungry for ideas and information to help improve their service to families. They want to know about the successes and failures of their peers and are completely comfortable sharing within this group. “We’ve had our NextGen program, which successfully caters to the needs of younger members, for many years. Our Spring Management Summits are focused on helping business managers. Our Selected Leadership Academy helps individuals at all levels within member firms develop personal and professional strengths. And, in July, we’ll have our first Women’s Roundtable that will be hosted by Group 4. These and our efforts to support combo operators are great examples of Selected bringing people with similar needs together for sharing, support and growth.” On the following pages, members and consultants share some of their unique perspectives on the successful operation of funeral home/cemetery combinations. s COMBO OPERATIONS Larkin Mortuary Leverages Diversity and Creativity to Better Serve Families and Fuel Success Larkin Mortuary of Salt Lake City, UT, operates four funeral home locations and two cemeteries. Sunset Lawn has12 acres, an indoor mausoleum and a new cremation garden. Sunset Gardens covers 76 acres in the southern Salt Lake valley. CEO and President, Lance C. Larkin, and CFO and Secretary-Treasurer, Steven D. Kehl, recently spoke to The Bulletin about the firm’s many operations. Rocky Mountain Monument & Vault, owns the Doric franchise for Utah, Idaho and Wyoming, and manufactures burial vaults, crypts and niches. It also produces thousands of headstones each year, from flats to large estate stones. We also own a full-service florist with locations at each of our facilities. This makes us uniquely able to serve all of our client families’ needs.” What do you feel most contributes to the success of your businesses? Does this diversity give you greater quality control? Kehl: “Part of it has to do with our strategy to diversify our cemetery grounds specifically for cremation dispositions. This has had a very positive impact on revenue, as our cremation rate doubled during the last eight years. “Our cemeteries not only offer traditional ground burial but also indoor and outdoor mausoleums, niche fronts and niche walls. And we have the ability to customize those granite fronts through our own headstone company. Larkin: “Absolutely. It forms a synergy and takes our ability to customize and be creative to the next level, as one area influences and supports the others. It also gives our arrangers and sales people a wider range of options to offer.” Kehl: “Something that has helped us create this diversity is having the mindset of never being content. The market is continually changing, so we can’t rest on our laurels.” Lance Larkin Steven Kehl Larkin: “For example, through our floral company, we have created a beautiful courtyard garden at our big cemetery with gorgeous flowers, gazebos and fountains. We also have state-ofthe-art, working greenhouses; and we’ve turned this area into a unique reception center called Le Jardin, lejardinweddings.com. We do more than 200 weddings, receptions, memorial services, luncheons and civic events each year. This not only provides an additional revenue stream but also generates a lot of great publicity for us.” Kehl: “Demand is definitely increasing. We employ two Continues on page 4 The gazebo at Larkin’s Le Jardin reception center Larkin: “That’s another part of our success. During the last 30 years, we have worked hard to vertically integrate our company to benefit customers, so they don’t need to go anywhere else. “Our parent company, Larkin Mortuary, is 130 years old and operates the funeral homes. Larkin Memorial Corporation owns the cemeteries and mausoleums. Our subsidiary, 3 Larkin Mortuary, from page 3 wedding planners, and they already have some 80 weddings booked for 2016. So we’re working on ideas for how to keep up as well as for taking this to the next level.” Larkin: “Everything has to look superb and exceed expectations, because the consumer knows we are the ones doing everything. It can be challenging; but it also is a distinct competitive advantage, because we’re on top of our quality from the very beginning to the very end. Do we always hit a home run? No. Sometimes there are mistakes, but we are able to rebound and correct those mistakes more quickly than our competitors.” Where do you look for inspiration in developing your operations? Kehl: “One of the things that benefited us from Lance’s leadership in Selected and his year as its president is greater exposure to the operations of fellow members and to the European market. Through this, we’ve seen ideas we hadn’t thought of in regard to cemetery products.” Larkin: “I’m very intrigued with how the European and Pacific members are handling a 90% cremation rate and still managing to sell graves in which to bury the ashes, marked with really nice stones. We need that to catch on here! I’d like to take an acre at one of our cemeteries and develop it into a cremation section where the graves are smaller, like they do in Europe, Australia and New Zealand.” due diligence when developing a new garden. That directly impacts pricing and our return on investment. Within our gardens, we want options for single-space interment, companion estates, bench estates and private family estates. Again, diversity—even within the garden itself—has definitely helped us advance to the next plateau.” Kehl: “Years ago, when we bought these cemeteries, they were what were called memorial parks with only flat markers. People would ask why they couldn’t have an above-ground headstone. So about nine years ago, we took four acres and developed a new garden for above-ground estates. Demand was greater than we anticipated. We sold them so quickly that we had to retool and expand that section!” solid. In the summer, we can burn up. Water is at a premium when you live in a desert climate.” Kehl: “We have annual Memorial Day remembrance programs at our cemeteries where as many as 400 people come to honor their loved ones. We get our Governor, Senator and Congressman to speak, and we have military and bagpipe bands. “Getting the grounds prepared for that can be a real challenge. But we have youth groups come onto our cemeteries three days before and walk the grounds in a planned fashion—sweeping headstones, picking up any trash and placing a flag at each veteran’s headstone. We’ve done this the last four years, and it has been very well received by the community—even becoming a bit of a media event.” What do you consider your biggest challenge? What advice do you have for Selected members about operating a cemetery? Larkin: “Well, it’s tough to always keep everyone happy. People expect a cemetery to be absolutely picture perfect all of the time. We try very hard, but sometimes, it’s just out of our control. Right now, we’re frozen Kehl: “For most Selected members, a cemetery is a private operation, and this brings a higher level of customer expectation in terms of maintenance and presentation. Concludes on next page What is your approach to developing new cemetery gardens? Larkin: “It is very, very important to us to perform proper 4 An outdoor mausoleum and traditional cemetery grounds at Larkin’s Sunset Gardens Larkin Mortuary, from page 4 “A Selected member should take the same quality standards that apply to their funeral home and mirror them in their cemetery operations. I know in our marketplace, this is a distinct competitive advantage that we have over municipal facilities and other private cemeteries.” Larkin: “Our higher level of care is, or course, reflected in our pricing, but I often explain it to people by comparing a municipal golf course to a country club. That’s how we want people to feel when they step onto our grounds— like they’ve entered an exclusive country club. “I was out at the cemetery recently on a funeral, and one of our guys was up on a ladder trimming a tree in preparation for Spring. You just don’t see that at municipal cemeteries.” How do you instill this kind of attitude in your team? Larkin: “Steve and I meet semimonthly with the cemetery, vault and headstone crews and their managers. These teams are viable parts of our business, so we have to pay attention to them, just like our funeral home employees.” Kehl: “It’s up to us to paint the vision of what we are working to accomplish. Due to the vertical structure of our companies, we have to provide constant reminders that we are all working together. Yes, we may work in different divisions, but we all are part of a larger whole. We can’t afford for anyone on the team to drop the baton. When the funeral director has established a relationship with a client family and exceeded their expectations, then details like the tent, signs and Larkin’s Le Jardin reception center bottled water set up properly at the cemetery are an extension of our care.” Kehl: “This kind of attitude and synergy doesn’t just happen. It’s something we work on constantly to cultivate and maintain. “For example, sales for our cemeteries are handled by what we call our preplanning/aftercare counselors, and they work closely with our funeral directors during the at-need arrangement process. After the director and the counselor have an initial conversation with the family, the counselor will step away as the director helps the family make arrangements. When the time comes to choose cemetery property and a marker, the counselor returns to handle those needs. There’s a smooth transition between funeral director and ‘sales person’ through the entire process.” Larkin: “And since a relationship with the family is established at the beginning, it’s easy for the counselor to then discuss the benefits of prearrangement. It just flows into this new topic after arrangements are made, and this approach has been very successful for us. In fact, we are the highest producing firm selling Homesteader’s preneed insurance. There are agencies bigger than us, but as a single funeral establishment, we’re the leader in sales. I think that’s because we sell everything, from flowers to headstones to preneed. And one thing naturally leads to the other.” Do your cemeteries offer an opportunity for future funeral home business? Larkin: “Absolutely. We don’t do all the burials in our cemeteries. Our competitors come in all the time. So our cemetery and aftercare teams have a great opportunity to impress those families by going above and beyond expectations. There have been many times when cemetery families, as we call them, are so impressed with our care, they tell us they plan to use our funeral home next time.” Kehl: “Another example is the Le Jardin reception center. Our competitors are now sending their families to have memorial services and receptions with us! It’s so nice to serve families for whom we didn’t provide a funeral this particular time.” Larkin: “We’re in a service profession, so providing the very best customer service is the key to success—on the funeral side as well as the cemetery side.” s 5 COMBO OPERATIONS The Buchanan Group, Flanner and Buchanan Funeral Centers: Serving Families Through Partnerships Buchanan Group, Inc., is a management services firm operating 16 funeral centers of which six are located on cemetery grounds. It has operated combination locations since 1990, and it also manages eight cemeteries for the Archdiocese of Indianapolis. Sister company and Selected member firm Flanner and Buchanan Funeral Centers performed approximately 2,500 services in 2015. About 1,000 of those occurred at their combos. Bruce W. Buchanan, Owner and CEO of Buchanan Group and Flanner and Buchanan, and Tony Lloyd, President and COO, spoke to The Bulletin about their company’s approach to combo operations. Can you give us an overview of your operations in addition to funeral homes and cemeteries? Lloyd: “We also have a casket distribution business concentrated primarily east of the Mississippi. We operate from Montréal to Puerto Rico and are continuing to expand. We also have a granite manufacturing company in southern Indiana that delivered 4.7 million pounds of granite last year. “Our Community Life Center hosted about 240 events in 2015, with around 60 of those being wedding-oriented. That aspect of our company has now expanded to handle all of the food and beverage needs throughout our locations. And we have a new event center location that also provides funerals. “We have probably the largest community mausoleum inventory in the Midwest, outside of Chicago, with more than 100 four to eight-story buildings. Our organization has about 200 full-time staff and about 300 part-time workers and seasonal ground staff.” How do you keep these people and businesses working together? Buchanan: “First of all, everything from the smallest task to the grandest memorial has to focus on serving families and celebrating life. Secondly, when you are this diverse, it’s important to have control over your vertical supply chain, to be successful these days. “We try to look at what’s happening in our markets and be prepared for changes. Instead of being reactive, we’ve always tried Bruce Buchanan Tony Lloyd to be proactive. In each generation of our company, we’ve been fortunate to have leadership that includes a funeral director and a businessperson from outside the profession. That has given us a broader perspective when looking at how to best serve our client families.” Lloyd: “We have a lot of physical assets, but it’s really about the people. If we don’t have the right people to provide the right types of services that families want and need, it doesn’t matter how many buildings we have or how nice they look. But when you have great people all rowing in the same direction, there really is nothing you can’t accomplish.” Buchanan: “And by ‘great people’ we mean the right personalities with the right education and training. The profession has plenty warm, caring people; but we also need them to be skilled in reliably carrying out a family’s wishes without fail.” What is the key to finding and retaining these kinds of employees? Lloyd: “Fortunately, we have a very stable workforce with no more than 7% annual turnover. So when we get good people, we tend to keep them. One of the things we like to do during the interview process is have coworkers involved as much as possible. We like a candidate to shadow an employee in a similar position before we make an offer. If they’ll make the commitment to come and live in our world for a day, we can really learn a lot about them and make a smarter hiring decision. “For example, we just made a sales hire about four months ago using this process. It was for a location Continues on next page 6 Buchanan Group, from page 6 where the service staff has been with the company more than 10 years each. As a result, they have a certain rhythm to their workflow. But they helped with the hiring, and now they’re helping train their new coworker who technically is taking away income from them. However, they know the location can’t be successful with fewer people, so they work as a team. We have this happen on a fairly regular basis, particularly in the sales organization.” Buchanan: “Hiring is extremely difficult; I would almost say painful sometimes, because it’s hard to find the right fit. But we would rather have a position go vacant until we find the right person rather than arbitrarily jump to fill it.” Lloyd: “We don’t want our managers spending 80% of their time dealing with a hiring mistake. So a big initiative for us now is growing our own; we are investing heavily in interns. When we have a vacancy, we try to wait for an intern who has grown within the organization to blossom. We like to hire for attitude and train for the skill.” How do you get your funeral home and cemetery staffs to work smoothly together? Buchanan: “We’ve been very patient evolving our company toward excellence—especially with our licensed staff. You can’t just flip a switch and have everything work immediately. We use the three T’s: tolerate, train or terminate. There have been some people we’ve tolerated longer than necessary, because we are a caring organization.” Lloyd: “We have to understand that the personality of a sales person is very different than that of a caregiver. A sales person, by definition, is motivated by converting an ever-increasing number of customers. That can seem overbearing by a funeral director whose main concern is caring for families. We’ve come a long way toward balancing the two. I’ve been with the company more than 17 years, and I remember when we used to not be able to get the two groups to sit down together in the same room. “Now, we focus on jointly serving the needs of families and paving the way toward sales opportunities. We try to bridge the personality gaps and come to mutual understandings. We do a lot of joint meetings and discussion, and we do debriefings about family arrangement conferences. At the end of the day, the client gives us feedback on how we did. We freely share the information—both positive and negative—with staff, in an effort to learn from it and continue to mature.” Buchanan: “It’s actually a fine art we’ve developed over the years to encourage the service staff to sell and the sales staff to be more service-oriented. Some of that is done through compensation and through scheduling. We also do team building activities and, of course, have created vision and mission statements that try to align the two forces. “Tony talked about having staff involved in hiring. Well, we do the same thing with adversarial departments and situations to get people on the same page mission-wise. When a customer comes into a combo operation, they don’t see two companies; they see one entity. But if they discover that territories exist or are told, ‘No, you’ll need to call this person for that thing.’— it completely undermines success, and you have to shut that down. You must make it seamless for the family, and that’s not easy.” How is cremation impacting your sales? Lloyd: “It’s affecting our burial rate more than dollar value. We’re down from our peak of nearly 10%, but it changes annually. One of the measurements we try to focus on is how our burial rate compares with our cremation rate. We’ve set targets, and we’re gradually achieving them, but we have to be creative. When we develop land, we look at inventory and unique options. Continues on page 8 Bridge at Buchanan Group’s Washington Park East 7 Buchanan Group, from page 7 “We’re also focused on retention. Instead of a family simply taking cremated remains home and not having any idea what they’re going to do with them, we are offering them memorialization at one of our cemeteries. We track retention numbers closely. We have to keep them above a certain level, or it will spell trouble. “Of course, having a complete range of products and services to offer families has its advantages. One of the unique options we’ve developed is using native Indiana rocks and coring them for placement of cremains. These are not prefabricated stones, and the size determines how many cores we can put in it for a family. The stones can be taken home, but we try to make one of our memorial parks the final destination. Buchanan: “When we have an arrangement conference, the goal of the first half hour is to find out as much about the deceased as possible—their interests and hobbies. Then, when it comes time to present options, we know something about the individual and can present what is appropriate. If we learn they were a member of the Sierra Club, we would present our Cumberland Trails Cremation Garden that looks very rustic. The family often has no idea something like that exists.” Lloyd: “This means that staff needs to be trained to ask the right questions and look for opportunities to present meaningful options. We call that the warm up in the arrangement conference.” Where do you find new ideas and support in operating combination locations? Lloyd: “A number of years ago, we made field trips to Arbor Memorial in Toronto, and we gained a lot from that experience. The Canadians can teach us much, because of their high cremation rate and particularly their retention of cremation. Up north, the culture is that you don’t take the cremated remains home. “I suggest having your team visit other operations and talk with their front-line staff, not just the managers and VPs. I like to look behind the curtain and talk to the people who are meeting with families every day. “We’ve spent time learning and sharing with Selected member firms like Larkin’s in Salt Lake City, Horan & McConaty in Denver, French’s in 8 Buchanan Group’s Wellness Team is composed of funeral directors, family service advisors, ground’s crew, and administrative staff. Managers learn about green burial at an off-site retreat by wrapping Tony Lloyd in a shroud. Albuquerque and Baue’s near St. Louis. We took field trips to see what they were doing, confirmed some things we wanted to do and discovered some ideas that might be interesting to try in our market. Networking with fellow Selected members is one of our best tools.” Buchanan: “For combinations, you also can learn from other types of businesses that serve multiple functions—like car dealerships that sell new and used cars and do repairs. You can look at hospitals that have surgery, emergency and physical therapy departments to see how they coordinate and handle their patients. “Do they have multiple entrances? Do they have a single receptionist or multiple ones? How do they brand their companies? There’s a lot to learn from other companies that already have tackled synchronizing multiple operations.” Is there a philosophy that has guided your company’s growth and success? Lloyd: “Basketball coach Jim Valvano once said, Don’t give up. Don’t ever give up! That’s a great quote which really applies to fusing cemetery and funeral cultures. You have to stick with it. If it’s not working, you have to try something different. You never reach a destination, particularly as client expectations and Concludes on page 11 COMBO OPERATIONS Horan & McConaty’s Cremation Gardens Offer Unique Alternatives to Traditional Cemeteries Horan & McConaty Funeral Service/Cremation of Aurora, CO, has two cremation gardens under its Rocky Mountain Memorial Park banner. Considered among the most beautiful cemeteries in the world, they have been designated official wildlife habitats. President and CEO, John J. Horan, and Vice President of Advance Planning, Thomas M. Folkert, shared thoughts about creating and operating the gardens. What was your goal in creating these gardens? Horan: “First and foremost, the intent was to provide something to our client families that was previously unavailable. With a few notable exceptions, there’s an alarming lack of memorialization options in North America that reflect the desires of the people who are choosing cremation today. Our goal was to create something that was compelling to those customers in ways that reflect the uniqueness of our Rocky Mountain region: streams, natural granite boulders and features, meandering crushed granite paths, sculpture that reflects our brand and our state. And we accomplished all of this at our original location in an area of less than one acre—what some call a pocket cemetery. Folkert: “Our competitors have become more attentive to providing cremation options, but those options tend to be product driven rather than creating an environment where people want to visit. One company does have a cremation garden, but you have to drive through a large cemetery to get to it. The beauty of ours is that it’s small, unique and stands on its own. It feels like a park rather than a cemetery.” John Horan Tom Folkert Horan: “When you walk through our cremation gardens, you find there are very few straight lines. We use natural materials and avoid having any concrete visible. We want to give visitors a feeling of being in a sacred space like they might find along a hiking trail in the Colorado mountains.” Is the natural aspect a big part of the success? Horan: “Without a doubt. There are many families who want cremation but don’t have a clear plan for the cremated remains. The key is getting them to actually come into our gardens, hear the waterfalls, see the koi ponds, walk the meandering trails, enjoy the birds and butterflies. Then they begin to envision this as a place they’ll want to visit for years to come when remembering their loved one.” Folkert: “It’s interesting that the locations people seem to love the most are near the water. Maybe it’s the calming effect or the sounds of water, but this is a definite trend.” Continues on page 10 Tranquil water features in the cremation gardens 9 Outdoor chapel within the cremation gardens Seven Tips for Finding Good Funeral/Cemetery Sales People By Thomas Folkert 1. Look for qualified people who will be able to sell. Having lost a spouse or other loved one doesn’t necessarily qualify them. I use a personality assessment to gauge ability to be successful. There are several of these assessments available. 2. Look for people who are honest. If there is a red flag in the person’s past, be careful. Past behavior is the best indicator of future behavior. Be sure to ask for and speak to references on everyone. Horan & McConaty, from page 9 Horan: “Both of our locations now have garden chapels—outdoor gathering areas where people can have not only committal services but also other ceremonies and receptions. They have opened up a whole new range of services we can provide to families.” What advice can you give to fellow members who are considering this concept? Horan: “The first thing is to talk with a planner who specializes in developing cremation gardens— one who understands your vision. They should be able to provide design ideas, help identify a range of products and even assist with merchandising and pricing. “We met with several large cremation memorial providers and rejected them because their focus was more on filling the gardens with their products rather than reflecting our unique vision. It took some shopping around and asking a lot of questions but, in the end, we found a planner who didn’t have a personal agenda and understood the importance of an integrated project.” “I would encourage people to not overbuild in the beginning but have a number of phases to be developed. In our experience, subsequent phases are always modified based on what we have learned from the previous. “A good designer should provide a plan for future expansion that isn’t obvious to the public. For example, we have areas that are meant for future expansion, but right now they look just like part of the grounds. They have grassy areas, trees, flowers and wildlife. The land doesn’t jump out as something that is not yet completed.” Folkert: “We have significant plans for expansion at our second location that will include family estates, above-ground niche banks and memorial walls. The property overlooks a beautiful golf course, with the Rocky Mountains in the background. We want to be careful not to make anything look like a cemetery but rather a place where people can remember their loved one and enjoy the beauty of nature.” “Something members may want to consider are the benefits of Concludes on page 11 10 3. Look for people who are trainable. I find it preferable to hire people who don’t have preconceived ideas of what a sales program should look like and, rather, are willing to learn to do things “our way”. 4. Look for people who practice good habits. Good habits are indicators of what their work will be like. If they are late for the interview, have the time wrong or come in smelling of cigarette smoke, take them off your list. 5. Look for people who are connected. People with community connections will be better able to cultivate their own leads and help build your business. I am interested in people who have a faith connection or are active in veterans’ groups, civic clubs and other organizations. 6. Look for people who are ready to work. To put it bluntly, look for people who are hungry. People who desire to make money are much more willing to get after it, work nights and weekends, do their prospecting, spend time on the phone and be willing to ask for the sale. 7. Look for happy people. If people aren’t happy before you hire them, they won’t be happy afterward. A positive attitude mean a lot. Buchanan Group, from page 8 needs continue to evolve. If you think you’ve arrived, you’re just setting yourself up for failure. “At the senior levels within organizations, I think you must have an absolutely unwavering commitment to do whatever it takes to gain success. If that means the owner must roll up their sleeves and get involved in things they don’t really want to, then that’s what they must do to make progress.” Buchanan: “And other times, they need to step back. Often, particularly with smaller businesses, the owner wants to control everything; and that can inhibit growth. “Something we did a few years ago when we were specifically focused on improving our combinations, was to bring in a time management consultant. He taught us some simple skills about listening and putting a work team together—how to let the voices of the different opinions work out the direction for certain issues. That was very helpful. “The funeral director personality can sometimes be passive-aggressive. You can have a meeting and think everything is fine, but then there’s no progress. You have to encourage honest discussion in a work team environment to work out the issues. It may take time, but if you can start by agreeing on the little things, then tackling bigger issues becomes easier.” Lloyd: “People tend to hear less than half of what others say, and they filter it in a way they can understand. We try to slow down and really listen to Horan & McConaty, from page 10 creating a memorial garden within a 501(c)(13) not-for-profit cemetery corporation, like we have done. CPA John Schmitz, who has spoken at Annual Meetings and consults with Selected on the Management Comparative Program and Selected Study Groups, recommended this approach to us, and it has had tremendous tax advantages for our funeral home when donating both land and management supervision.” “I traveled across North America from Toronto to Vancouver, Newport Beach to Phoenix, visiting cremation gardens. That effort really helped me form my vision not only what other people are saying but what they mean—not just what we are hearing. It’s called reflective listening, and it’s how you affect change at the front lines. “You can’t have silent disbelief. Meaning, if a group of us has a meeting, and a person doesn’t agree with what’s being discussed; they might be tempted to never offer any concern or countering opinion. That ends up torpedoing all efforts to built a consensus and direction. “If you set up a work team environment correctly and build confidence within the staff, they’ll freely share their thoughts. It’s not about someone winning or losing; it’s about being honest and getting all perspectives, because you’re trying to improve the organization.” Buchanan: “Admittedly, our company was out of track on this years ago. People were afraid they were going to be criticized for being honest and offering an opinion. We knew we had to change that. It took some time, but now everything is measured in terms of serving families through partnerships. We now work together in striving for excellence. “There’s a great book called Forces for Good: The Six Practices of High-Impact Nonprofits by Leslie Crutchfield and Heather Grant. Even though it’s written for nonprofits, I think it offers one of the best definitions of a successful organization—that it focuses on its own mission, regardless of what its competitors are doing; and it constantly looks to partner with like-minded organizations.” s for ours. And we are happy to have Selected members come visit us in Denver and see what we are doing.” How did you guide staff toward selling new cremation memorialization options? Folkert: “This was well underway by the time I joined the team, but I understand there were some challenges at the beginning. Increasing sales and making a new venture financially viable is always difficult. There are many moving parts: planning, pricing, scheduling, maintenance, etc. But as the positive benefits started becoming apparent to families, and as we refined our processes, the gardens became a natural extension of our services. “There are guidelines I use to hire the right kinds of people for our sales staff. These have helped us build a successful team. [See Seven Tips for Finding Good Funeral/Cemetery Sales People on facing page.] “The value of the various locations within a cremation garden needs to be watched carefully. Looking back, we found that our pricing was out of balance for some locations. So it became important for us to monitor customer preferences as a guide for future development.” s 11 COMBO OPERATIONS Shackelford’s Utilizes Social Media to Reach New Customers in a Competitive Market Shackelford Funeral Directors operates six funeral homes in southwestern Tennessee. Its parent company, The Shackelford Corporation, also owns three cemeteries. Vice President Lisa Shackelford Thomas spoke to The Bulletin about her company’s efforts to overcome stiff competition. What is your competitive situation? “Most of the families we serve have lived here for generations. Often they already have an attachment to one of the many rural cemeteries, because that’s where their ancestors are buried. We, of course, present our cemeteries as an option, particularly to people who are new to our area. But we have a few things working against us. Our cemeteries require load-bearing, outer containers, which Lisa S. Thomas the rural cemeteries do not. Also, families can have almost any type of monument at the rural cemeteries, whereas we are limited to flat bronze and granite markers. “On the plus side, we do offer more in terms of perpetual care. If a monument is ever damaged, we will replace it at no cost to the family. And we keep our grounds looking well maintained. We feel these are sacred grounds, and their appearance needs to reflect that. “The cemeteries are a viable part of our business and turn a profit each year. But they have less overhead than other cemeteries, because our funeral directors and staff are the ones who sell plots and monuments. They’re paid a commission, but they’re also on the clock with the funeral home, so that’s where the bulk of their compensation comes from. Of course, at-need funeral work has to take priority over monument sales. It would be wonderful to have a dedicated salesperson, but we are not yet in a position to take that step.” How are you working to overcome these challenges? “We continue to be totally committed to serving families and doing what’s best for them, whether their 12 decision includes burial in our cemeteries or not. But we also have to look at how we are educating the public, so they can make an informed decision about their purchases—whether it’s funeral services, a casket, a burial plot or monument. They need to know the greater value of what we offer and why, for example, an outer burial container is needed. “In the past, we have relied on newspaper and radio advertising. Those are still good for reaching the older generations; but in today’s world, we need to also be connecting with a younger audience. Through Facebook, Twitter, Instagram and our Shackelford Funeral Blog, we are able to reach the people who will be making decisions in the years to come and directly affecting the success of our operations. We can offer the kind of information that’s harder to communicate in other media, and we can put a personal touch in it which resonates with younger consumers.” Do you feel you are headed in the right direction? “I really think we are. We have a very active website. In fact, we are amazed at the traffic. Our Facebook page also is very active, with thousands of followers. We’re thrilled with the reach this gives us—not just in southern Tennessee but literally around the world. I have hope that this outreach will pay off in the long run, as people remember all that we offer on both the funeral home side and cemetery side. “We also try to be very involved face-to-face in our community. We have been in Savannah since 1926, so most folks know of us, but we still have to get out and remind people who we are. There is a special bond that occurs when we genuinely connect with people, talk about their concerns, show that we care and earn their trust. “I feel that each of our employees really cares about what they are doing. That, in turn, means they care about the families they are serving. We truly are ministering to them during a very difficult time in their lives; and, in the end, I feel that is the best foundation for our business.” s EDUCATIONAL OPPORTUNITIES David Speaks Chosen as 2016 NextGen Professional of the Year At the recent NextGen Seminar in St. Croix, David Speaks, Vice President & Director of Community Relations at Speaks Family Legacy Chapels, Independence, MO, received the 2016 NextGen Professional of the Year Award. “What a complete honor this is,” said David Speaks (L) receives NextGen Speaks. “To be Professional of the Year Award from Selected President Mark Higgins. recognized with this award by those I consider the best and brightest in my profession is very humbling.” For more information about David’s career and the award visit selectedfuneralhomes.org/nextgen-pro. Spring Management Summit Promises “Learning Without Limitations” As home to the Johnson Space Center, Houston, TX, has facilitated many successful NASA missions, and Selected is poised to launch another successful Spring Management Summit in this inspiring city! Designed to broaden horizons and foster connections with fellow Selected members, now is the time to secure your plans to participate in the 2016 Spring Management Summit, Upcoming Educational Opportunities Visit selectedfuneralhomes.org/events-calendar for the latest listings. Mar 19-20 - European Spring Mtg., Brighton, England Mar 29 - Group 3 Roundtable, Mt. Pleasant, SC Apr 14 - Group 3 Roundtable, Waynesville, NC Apr 27-29 - Spring Mgmnt. Summit, Houston, TX May 5 - Group 3 Roundtable, Fort Pierce, FL May 12-15 - Pacific Group Meeting Albury, New South Wales, Australia May 17 - Group 2 Roundtable, Carlisle, PA May 18 - Group 4 Roundtable, De Pere, WI Jun 10 - Group 6 Roundtable, Colorado Springs, CO Jun 15 - Group 1 Roundtable, Putnam, CT Jun 15 - Group 3 Roundtable, Roanoke, VA Jun 15 - Group 5 Roundtable, Corpus Christi, TX Jun 22 - Group 4 Roundtable, Des Moines, IA Jul 2-5 - 60th European Conf., Cheltenham, England Jul 19-20 - Women’s Roundtable, St. Charles, MO Sep 14-17 - 98th Annual Meeting, Orlando, FL April 27-29 at The Westin Oaks Houston at the Galleria. Selected thanks Kelco Supply Company for its generous support of the Summit. Interviews with two of the Summit’s speakers appear on pages 14 and 15 of this issue. Visit selectedfuneral homes.org/summit for full details on the agenda, registration and hotel reservations. If you have questions, please call Amy Hunt or Stefanie Favia at 800-323-4219. s Participants enjoy the sunshine during the 2016 NextGen Seminar in St. Croix, January 24-28. 13 EDUCATIONAL OPPORTUNITIES Sharing Financial Data Builds Staff Awareness Rob Buchanan, CPA, is Director of Accounting Services for Federated Funeral Directors of America, a Fiducial Company and a Selected Preferred Partner. At the 2016 Spring Management Summit, April 27-29 in Houston, TX [See page 13.], he will present Numbers That Matter and discuss how sharing certain financial information with appropriate staff can positively impact company viability and team morale. What should the goal be for sharing financial information? “The primary goal is to turn employees who just think of a firm’s finances as the source of their paychecks into ‘partners’ who better understand the company’s strengths and challenges. Funeral professionals and staff have a great deal of natural empathy. They are accustomed to helping families make decisions during difficult times. We want to extend that empathy to the funeral home itself. When staff understands the firm’s key Rob Buchanan financial information, they can work together with owners and managers to better serve the community and capitalize on opportunities for business success and growth.” What is the best way to do this? “It’s a personal decision. I’ve worked with firms that are willing to lay out the entire financial statement. Their staff knows exactly what the profitability is and what the owners are taking home. But a lot of people are not comfortable going that far. So there are a number of ways of looking at metrics and sharing selected financial information so employees know how the business is performing and where to focus their efforts to make changes. “When Federated prepares financial statements for our clients, we offer comparisons of similar-sized firms and national averages. Revenue percentages are tied to salaries, facility costs, supply expenses, etc. This helps owners and managers determine if they are spending too little or too much in certain areas. Selected members also have access to the association’s excellent Management Comparative Program which shows financial 14 information in a way that makes sense and offers a true perspective of the firm’s position. “Even though sharing with staff is a sound concept, there is the possibility of information overload. Most employees are not in a position to digest every detail. Also, most are going to focus on the bottom line or the owner’s salary, and that’s not the reason for sharing financials. You want to make sure they’re looking at more of an overview. My recommendation is to start slowly, especially if you are not currently sharing information. “You might share things like your average receivables or average sales. If your sales dollars have been slipping, then you may need to show staff how the firm has been trending over the last few years. They need to understand that what they recommend to families has a direct impact on the bottom line.” Is there data that funeral homes often forget to look at? “Without a doubt, it’s cash flow. Companies need to know where their money is coming from and where it’s going, but they often overlook this. Some people focus on the balance sheet—looking at assets and debts. Others jump to the bottom line on the profit statement. If they don’t understand their cash flow, they are really limiting their ability to make good financial decisions. “One of the key things I hope Summit participants take away from my presentation is a better understanding of where to focus their attention when it comes to evaluating and sharing financial information. I also think they will gain some useful strategies and best practices for sharing data effectively, so that staff is properly informed and able to support management decisions and goals.” What should members be thinking about prior to the Summit? “It will help if they can think about what they typically focus on in their financial reports. Which section do they seem to concentrate on the most? Also, how much of that information are they really sharing with staff? If participants will take a mental inventory of what they currently are doing, then the concepts in my presentation will make the most sense.” s EDUCATIONAL OPPORTUNITIES Community Events: Great Opportunities to Build Your Brand Laura Babcock is President of Modern Funerals, Inc., Canada’s leading full-service communications training and marketing firm for the funeral profession. She will speak at the 2016 Spring Management Summit [See page 13.] about Creating Memorable Community Events. What is the most overlooked aspect of event planning? “Community events can be extremely important to a funeral home in terms of building its brand, establishing connections and developing relationships. But people tend to forget about setting goals. They Laura Babcock get a good idea for an event, but they often don’t stop to ask questions like: What is the purpose of this event? What value will it provide to participants? What return on investment will the funeral home receive? “I see firms running the same events year after year simply because they’ve done them in the past. Such efforts can lose momentum and become less of a good reflection of the firm, if those goal-setting questions are not answered. People need to feel you are doing it because you truly care about them. In some cases, it may be time to change things a bit or try something completely new. “And it’s always good to try to involve more of the community as partners in an event. Many funeral homes are stakeholders in their communities, not just providers of a service. They often have been in business for a long time and support many other organizations. There are a lot of partners that would love to work with the funeral home on interesting, creative projects. “We recently worked with a funeral home celebrating its 75th anniversary. The owners wanted to mark the milestone, but did not want it to be too self-serving. Maybe there was a way to use this to bring the community together. We began discussing the firm’s role in the town’s history and discovered it was one of the original stakeholders. So we did a focus group with other stakeholders and came up with a plan to create a history book of the town, looking back over the past 75 years. “We started a contest for people to contribute essays and photographs to the local newspaper. The funeral home then had a big celebration where winning contributions were displayed and prizes awarded. And a book was produced that commemorates the town’s history. It was a very big success, and the funeral home got a lot of positive publicity from it. But it was never focused exclusively on the firm but rather on how much it values its community. “When the funeral home engages other partners and works to give something back to the community, everyone wins. This a great opportunity for community building as well as funeral home brand building.” Are community events one of the better forms of marketing? “Events are a very important part of a firm’s marketing mix. Advertising, web presence and social media all have their place; but when you run an event, you’re out meeting people and helping them experience your brand. “For a funeral home celebrating its 100th anniversary, we suggested it throw a party and bring people into its newly renovated facility to showcase local food, artists and florists. It was very successful, and people got to experience what a reception at the funeral home is like. You can run a big newspaper ad announcing 100 years of service, but you also can give people the opportunity to experience your level of service.” What do you hope Summit participants take away? “I hope they come away knowing that events, if done strategically, can be a great way to build connections in the community and market their firm. There’s also a great sense of team building when you run a successful event. “I’d like Summit participants to be thinking about the events they’ve run or attended in the past. Which ones really worked and resonated with them? What kinds of events have they been thinking about doing but weren’t quite sure how to go about it? Bring your questions, and I can help provide some insight and strategy.” s 15 Nomination Period Closes February 29th for Selected Board Positions from Groups 3 and 5 Serving on the Board of Directors of Selected Independent Funeral Homes is one of the greatest honors and growth opportunities a member can achieve. The innovative and productive work of the Board has solidified our standing as the preeminent organization representing the very best and brightest in funeral service. Would you consider serving as a Board Member, or do you know a member you would recommend? If you answered yes, we urge you to take action now to nominate yourself or submit the name of a member in your Group for this important leadership role. Any Selected member in good standing may submit a nomination to Headquarters by February 29th, 2016, for positions that will become available as the terms of Mark Higgins, Group 3, and J Mitchell, Group 5, conclude. In an effort to provide new Board Members ample time to acclimate and prepare for their important leadership role, the nomination and selection process begins now, and the new Directors will be chosen and announced in April. These individuals will be included in Board discussions and will participate in an orientation session in July in order to be ready to serve when they are installed in September at the 2016 Annual Meeting in Orlando, FL. The official terms for these new Directors will end at the 2019 Annual Meeting. The names of all members interested in serving will be collected, kept confidential and forwarded to a committee composed of the three most recent Past Presidents of Selected who will interview the candidates and ultimately select the two new Board Members. Serving on the Selected Board is an exciting and rewarding opportunity that requires a commitment of time, focus and attention. The association will officially launch its 100th anniversary year at the 2017 Annual Meeting in Chicago. Please consider contributing your leadership as a Board Director or nominating a worthy member to serve during this historic time. An electronic version of the nomination form is available at selectedfuneralhomes.org/board. s Please make it home safe today. We believe you deserve more than just insurance. You deserve valuable risk management tools—like the “What is Important to You” distracted driving prevention program—designed to help you and your employees make it home safe today. Federated provides clients with access to services offered through wholly independent third parties. Neither Federated nor its employees provide legal advice. 16 Federated Mutual Insurance Company Federated Service Insurance Company* Federated Life Insurance Company Owatonna, Minnesota 55060 507.455.5200 | www.federatedinsurance.com 16.08 Ed Date. 11/15 *Not licensed in the states of NH, NJ, and VT. © 2016 Federated Insurance LEGAL PERSPECTIVE Selected Launches New FTC Funeral Rule Mystery Shopper Program By Sarah Pojanowski Selected’s General Counsel For many years, the Federal Trade Commission (FTC) has enforced the Funeral Rule through a series of funeral home sweeps where agency staff visit firms to determine whether they are handing out price lists that are in compliance with the Funeral Rule. To remain compliant, your funeral home needs to perform appropriately with every consumer who walks through your door. One way to ensure your staff is adequately prepared is to conduct a mystery shop. There are a wide range of mystery shopping services that provide feedback about customer service and marketing. What they typically do not provide is feedback about FTC compliance. Most of these services conduct interviews over the phone, and the phone is simply not a good medium to test FTC compliance. The main duty funeral homes have under the Funeral Rule is to disclose prices on the phone. A savvy funeral director will not forget to do this while using the opportunity to explain the value of services, connect with the consumer and obtain information about the family. But price is only one aspect and a small part of such a call. With this in mind, Selected pondered how best to provide members with a tool that would enable them to evaluate and build the strength of their firms in regard to FTC compliance. After consulting with a committee of members, we decided to create a mystery shopper tool to specifically address the issue of Funeral Rule compliance. It will soon be annouced in The Link weekly member email and will be available on Selected’s website. The tool was created in simple language and consists of a checklist to evaluate whether your firm is handing out price lists at the right time. We suggest you ask a friend or local business person to serve as a shopper, complete the evaluation and provide you with the feedback in order to help you and your staff determine strengths and areas that may need improvement. Concludes on page 19 How Do I Choose a Mystery Shopper? You may want to choose a friend who is a businessperson and understands the importance of customer service. You could consider someone with experience within the funeral profession or an “outsider” with fewer preconceived ideas. Either way, you’ll want someone who will be quick on their feet and confident about the experience. Should I Compensate This Person? This is your choice. You might consider taking the mystery shopper out to a nice dinner, giving them a gift card or exchanging a similar favor. How Does the Selected Program Work? The program packet consists of two documents: an information guide and a checklist for the mystery shopper to complete. You’ll want to read everything, be very familiar with the program and have a good idea of what you want the shopper to do and how they should approach your firm. You’ll want to meet with the shopper and develop a plan of action and time frame. Weekend afternoons are a common time for shops. But they can, of course, occur at any time, so your staff should always be prepared to perform at their best. How Do I Access the Packet? It will be available soon for download from the Membership Support & Tools section of Selected’s website. There Are Two Versions. Which Do I Need? Some firms use a combined General Price List that includes casket and outer burial container price lists. Others break these into separate documents. To avoid confusion, there is a program packet for each approach. Use the one that applies to your firm. If you need a custom form, please contact Sarah Pojanowski at [email protected] or 800-323-4219. 17 MEMBER BENEFITS Selected Study Groups Offer Support, Growth, Inspiration Program Enrollment to Open March 1 It’s lonely at the top. “Given how vitally important it is for the CEO to be getting the best possible counsel, it’s concerning that so many of them are going it alone,” says Stephen Miles, CEO of The Miles Group. “Even the best-of-the-best CEOs have their blind spots and can dramatically improve their performance with an outside perspective weighing in.” Professional isolation is a known phenomenon, yet many don’t expect the increasing seclusion that can accompany the rise to a leadership position. Whether staff members are afraid to “challenge the boss,” or the added responsibility leaves less time for collaborative discussion, managers and executives may lack a trusted colleague who can talk them through important decisions openly and honestly. Selected Study Groups give owners and officers a unique opportunity for like-minded peers to collaboratively work on business and life challenges in a non-competitive, small group environment. By joining a Selected Study Group, you gain authentic interactions with other members, shared learning, peer teaching, and the exchange of best practices. Fellow funeral service experts who understand your challenges and can help you with crucial decisions are just a phone call or email away. “The Group has quickly become a significant part of my leadership journey. Whenever I have a challenging issue, they’re there to lift me up and provide encouragement, support and positive suggestions. I feel like I’m a stronger leader because of them.” —Kim Farris-Luke, Abingdon, VA As a Selected Study Groups member, you also gain access to exclusive financial tools, reports and resource materials. You and your Group will meet two or three Concludes on next page Current Selected Study Group Participants Mark Anthony, Rochester, NY Al Asta, Phoenix, AZ Ray Bailey, Yorkton, SK Jennifer Bauer Eroh, Kittanning, PA Kelly Becker, Struthers, OH Scott Beinhauer, McMurray, PA Chris Branson, Mooresville, IN Kevin Brown, New Castle, IN Greg Cannon, McDonough, GA Tripp Carter, Houston, TX Jeff Casey, Sun City, AZ Peggy Cirocco, McMurray, PA Dale Clock, Muskegon, MI Dave Cox, Muncie, IN Roger Cunningham, New Castle, PA Helen Loring Dear, San Antonio, TX Chris Dickerson, Louisville, KY Jed Dolan, Boston, MA Kurt Edenbach, Newport, RI Art Erickson, Hamden, CT 18 Add your name to this impressive list! Ashlee Etzweiler, York, PA Kim Farris-Luke, Abingdon, VA Paul Foster, Fulton, NY Tiffany Gorman-Dean, Wheatland, WY John Greco, Weirton, WV Michael Hall, Waldoboro, ME Mike Hanner, Atlanta, TX Rick Harris, Rochester, NY Tiffany Hofer, Miller, SD Jason Horner, Cookeville, TN Patrick Hurley, Pleasanton, TX Joe Jackson, Laredo, TX Jeff Jacoby, Rawlins, WY Darrin Jones, Winchester, VA Matt Jones, Savanna, IL Nancy Keil, Scottsdale, AZ Luke Keyser, Kingston, NY Brad King, Hart, MI Spencer Larkin, Salt Lake City, UT Jon Leavitt, Parkersburg, WV John McAfee, Greenville, SC Howard McComas, Abingdon, MD Britt McLane, Valdosta, GA Allen McMullen, Columbus, GA J Mitchell, Kilgore, TX Ernie Morgan, Niagara Falls, ON Michael Newman, Hanover, PA Jim O’Donnell, Lowell, MA Michael O’Halloran, St. Paul, MN Dave Perotto, Rochester, NY Robert Pickle, Amory, MS Steve Pierce, Kansas City, MO Michael Pierson, Calgary, AB Scott Robinson, Pine Bluff, AR Joe Schinkten, DePere, WI Frank Smith, Lancaster, OH Evans St. Fort, North Miami Beach, FL Paul St. Pierre, Indianapolis, IN Robb Waid, Meadville, PA Jason Winters, Okmulgee, OK Alan Wood, Carlsbad, NM Welcome Newest Members of Selected Transfer Services Since February 5, 2015 Bentzen Moss Funeral Home Moss, Norway Hope & Sons Ltd. Dunedin, New Zealand Porter Loring Mortuary San Antonio, TX Bustard’s Funeral Home & Crematory Casper, WY Hoy-Kilnoski Funeral Home & Crematory, Council Bluffs, IA Reger Funeral Home & Cremation Services, Huntington, WV R.D. Copeland Ltd. Funeral Service Coraopolis, PA Jordan-Fernald Funeral Home Mount Desert, ME Rozelle-Johnson Funeral Service Anderson, IN Dingmann Funeral Care Burial & Cremation Services, Annandale, MN Linnemann Family Funeral Home and Cremation Center, Erlanger, KY Steurnol & McLaren Funeral Homes, Inc. West Branch, MI Dirsa-Morin Funeral Homes, Inc. Worcester, MA Franzen-Davis Funeral Home and Crematory, Livingston, MT The Groffs Family Funeral & Cremation Services, Lancaster, PA Hooper Huddleston & Horner Funeral Home, Cookeville, TN Mystery Shopper, from page 17 We also have included some marketing questions. While a mystery shopper is at your firm, we thought it would be a good opportunity to also get their impressions of your firm. These questions are not as detailed as a marketing-focused shop would be, but we hope you will be able to gather core information about their experience with your funeral home. It is our hope that this tool will help you discover how effectively your training programs are working. The program is designed to identify positives in your staff’s Marsden House Funeral Directors, Nelson, New Zealand Mortons Funeral Directors Birmingham, England Olson-Schwartz Funeral Home & Cremation Service, Bemidji, MN Walter C. Parson, Ltd. Plymouth, United Kingdom Stith Funeral Home Danville, KY Svanholm Funeral Home Trondheim, Norway Taastrup Bedemandsforretning Taastrup, Denmark A.S. Turner & Sons, Inc. Decatur, GA interaction with the mystery shopper and also will help you address any potential weaknesses in both compliance and the shopping experience itself— before they become liabilities for your firm and staff. The goal is both FTC compliance and continuous improvement. Making sure your firm is complaint benefits not only your firm but also consumers. By addressing these issues, we hope your firm will be able to understand and implement effective training programs long before the FTC ever identifies a potential weakness. At the same Selected Study Groups, from page 18 times a year and will gather prior to Selected’s Annual Meeting for an all-Groups luncheon which includes a guest speaker and a best practices exchange. “I was always looking for ways to improve personally and to improve the way I serve my community. Now that I’ve joined a Selected Study Group, it’s one of the best things I’ve ever done professionally, and the guys I’m with—what a great combination!” –John Greco, Weirton, WV time, it ensures that consumers are obtaining the information they need to make informed decisions. Additional Resources. Selected is developing additional resources to support the Funeral Rule Mystery Shopping Program. Plans include a video and online materials to help supplement your staff training efforts on FTC compliance. If you have questions, please call 800-323-4219, or email me at [email protected]. I will be happy to help! s response this year. Informational materials will be mailed to members in late February. Sign-up begins March 1 and closes May 31. Orientation for new participants will take place this Fall at Selected’s Annual Study Groups Day prior to the Annual Meeting in Orlando. For more information, visit selectedfuneralhomes. org/studygroups or contact Denise Zoephel, Assistant Executive Director, at 800-323-4219 or [email protected]. s More than 60 Selected members are currently participating, and we anticipate another strong 19 PREFERRED PARTNERS Partner Network Continues to Grow and Support Members Selected’s Preferred Partner Program offers a growing network of professional consultants and vendors offering trusted insight, preferred services and product discounts to Selected members. But it’s much more than a group of companies wanting to do business with your PREFERRED PARTNER funeral home. Selected Preferred Partners are carefully chosen based on recommendations by fellow members and their support of the goals and culture of Selected Independent Funeral Homes. “Partners are invited into our program in much the same way as funeral homes are invited into Selected membership,” said Rob Paterkiewicz, Executive Director and CEO. “Recommendations by members and their reports of favorable relationships weigh very heavily when considering to enter into a partnership agreement. “We’ve had a number of partners with us for several years. And we are pleased that the program continues to grow with trusted companies. Among our most recent additions are Answering Service for Directors, Funeral Decisions and Leap Tie. Our Premier Preferred Partners extend an additional level of support and commitment to the association and our members. “I encourage members to visit selectedfuneralhomes.org/partners to learn more about how this vital program can help their businesses grow and prosper. s 20 Premier Preferred Partners Answering Service for Directors Kevin Czachor, 800-868-9950 Live Oak Bank Tim Bridgers, 910-685-7446 Federated InsuranceTM Jack West, 800-533-0472 Matthews® Aurora Funeral Solutions Marty Strohofer, 800-457-1111 Kelco Supply Company Alicia Carr, 763-493-1260 x1266 Mike Berner, 763-493-1260 x1273 Preferred Partners Bass-Mollett Kim Bingham, 800-851-4046 x119 Johnson Consulting Group Jake Johnson, 888-250-7747 C&J Financial, LLC Jamie Meredith, 800-785-0003 Konica Minolta Business Solutions, USA, Inc. Antonette Tobin 847-725-7921 Directory Concepts Karen Dewey, 800-454-6977 The Dodge Company Debbie Dodge, 800-443-6343 Leap Tie Michele Fagan, 800-461-4780 Eagle’s Wings Air Jennifer White, 866-550-1392 Meadow Hill Corporation Adrienne Kalmes 1-877-848-6243 Federated Funeral Directors of America Shannen Mayfield, 800-877-3332 Messenger LLC Bob Hoaglund, 800-827-5151 Funeral Decisions Michael Regina, 201-743-8116 Funeral Innovations Greg Young, 800-641-0173 Pet Passages Rick Harris, 585-544-2041 RGL Consultants Rich Lehr, 708-301-6425 Grief Connect, Inc. Dr. Bill Hoy, 254-292-9900 ScentAir Catarina Richardson 281-904-4458 HES Management Consultants Donna Boone Parsons 828-242-0903 Southland Medical Corporation Jennifer Hall, 800-959-9160 Hospice Analytics Cordt Kassner, 719-209-1237 SpartaCraft Maggie Nunns, 800-282-8044 International Mortuary Shipping Gale and Carson Sprow 800-604-9576 SRS Computing Kimberly Simons 800-797-4861 Internet Ad Pros Murray Levine, 516-756-0138 Jay Cooper, 813-787-5946 Tukios Curtis Funk, 801-682-4391 National Media Launch for Have the Talk of a Lifetime® Set for February 15. Is Your Firm Ready? You’ve been hearing a lot about the Have the Talk of a Lifetime® campaign, and you’re going to be hearing a whole lot more. February 15 marks the national media launch for the campaign, and the Funeral and Memorial Information Council (FAMIC) and all the supporting organizations have been working hard to get us thinking and talking about this initiative. Why is this campaign so important and why should you get involved? Creating a positive momentum toward reversing the trend of less memorialization is the key objective of the Have the Talk of a Lifetime consumer education campaign. As a funeral professional, the community looks to you as a source of information on death care and through your participation in the Have the Talk of a Lifetime campaign, you have the ability to help people in your community discover the unique life stories of the people who matter most to them. These discussions can help families and friends make important decisions about how they wish to remember, honor the lives of their loved ones through meaningful memorialization and understand the important role that funeral professionals play in the process. “It is critical that funeral homes and suppliers get involved in this campaign. It is your involvement that will help us begin to change consumer opinions and attitudes toward memorialization. For years, people in funeral service, myself included, have been asking for a national campaign to educate the public about the value of memorialization. Have the Talk of a Lifetime is that campaign. I ask for your help in making this campaign a huge success.” —Jim Kepner, Past President of FAMIC and Past Secretary-Treasurer of Selected Where to start. There are lots of ways to get involved. Here are five suggestions to help you begin leveraging this national campaign for your firm’s benefit locally. These resources can be accessed on famic.org following the previous instructions. 1. Watch the three-minute video entitled Preneed at youtu.be/p-RJFKd-NSc which provides perspectives from funeral professionals on how they have integrated the campaign into their business. 2. View the 2016 Campaign Launch webinar for an overview of the new tools and resources. Have the Talk of a Lifetime began as a grassroots campaign. That means local funeral homes and suppliers throughout the country—funeral professionals like you—joined together with one voice to share campaign materials with funeral consumers in their community. Resources. FAMIC has created a website that contains the resources you need to become part of this national initiative and position your firm as the place to start to Have the Talk of a Lifetime. Go to famic.org. In the lower left corner, you will be prompted to log in with username famic and password campaign (all lowercase). Click on the Learn more about this exciting new consumer education program link to be directed to a page providing background information. The Download materials link provides access to all the available materials, past webinars and guides. 3. Be included in the search tool by adding the Find a Funeral Professional widget to your website so consumers can have you assist them have the talk. A webinar shows how to install the logo and code. 4. Purchase branded brochures and workbooks with your firm’s logo. Ordering is simple and inexpensive. 5. Give people a new perspective by hosting an event and showing the ready-to-use Community Presentation PowerPoint® tool—a conversation about sharing life stories. Don’t miss out on the opportunity to be part of this. Collectively, we can speak in one voice about the value of memorialization; together we can Have the Talk of a Lifetime. Please contact [email protected] if you have questions about the materials or how to get involved in the Have the Talk of a Lifetime campaign. s 21 SELECTED EDUCATIONAL TRUST Improve Cash Flow by Managing Receivables, Expenses and Debt Apply Now for Paid Tuition to the Spring Management Summit On Thursday, March 3, at 2:00pm Eastern time, you’ll be given three practical ways to better manage your cash flow during the second webinar in Live Oak Bank’s three-part series of financial tips for independent funeral home owners and employees, exclusively offered through the Selected Educational Trust. The Trust is again offering two Spring Management Summit registration scholarships to deserving Selected member-firm employees. Each scholarship covers full registration fees for this year’s Summit in Houston, TX, April 27-29, and will be awarded no later than April 1st. Business owners want and need ways to improve their bottom line. Are there ways to cut expenses? How can you better serve your families while also improving profits? If you’ve asked these questions, then you may be looking for opportunities to improve your cash flow. All scholarship dollars are paid directly to Selected on behalf of the applicant for full registration. Other expenses to attend and participate, including travel, lodging and food are the responsibility of the applicant. Tiffany Gorman-Dean, a full-tuition-paid participant in the 2015 Summit, said, “All the topics related to both big and small funeral homes. Every speaker was very good and informative.” The first financial webinar, held this past November, provided an overview on cash flow as a critical metric. The second in our series will drill down and provide tangible solutions you can use. The session will be interactive, so you can ask questions from the comfort of your desk. For more information and to register for the second in this series, go to selectedtrust.org. The cost to members is $15, and it will be money well spent. 22 Visit selectedfuneralhomes.org/summit for more information about the 2016 Spring Management Summit. And go to selectedtrust.org today for more information and a scholarships application. s MEMBER SPOTLIGHT Steven Mailloux and Needham-Jay Funeral Home Steven A. Mailloux is a licensed funeral director and owner of Needham-Jay Funeral Home in Petrolia, ON, Canada. The firm has been a member of Selected since 1998, employs four people and has an annual call volume of 115. What is your guiding business principle? “I would say it’s much the same as my life philosophy—to help everyone I come in contact with become better versions of themselves, whether that be the people I serve or the people I serve with.” What is the best way to stay competitive? “Have highly motivated, creative, caring, compassionate and skilled people working in your funeral home.” What is your favorite form of communication? “I am still a believer in good old, face-to-face communication. I use all forms of communication: social media, e-mail, phone, and I even send letters (thank-yous mostly); but in-person communication is ultimately where I build the most meaningful relationships.” What is the best way to spot new trends? “Listen to your customers and potential customers. Most people are very willing to share what they wish they could have, even when they are making arrangements.” Whom in funeral service do you most admire and why? “Growing up in funeral service I have had the good fortune of meeting many great funeral directors. I would have to start with my father, Roger Mailloux, who demonstrated what it is like to care for the people you serve. I worked briefly for Rob McKinlay of Chatham, ON, who showed me and many others just how great funeral service can be. I also spent a year working with Turner and Porter Funeral Directors in Toronto who demonstrated daily the importance of service excellence. And, of course, all the members of Selected who I have met over the years. I have learned so much from so many in this organization that I simply can’t list everyone. I have no formal mentor, but I have built some great relationships within the Selected Leadership Academy.” the time and energy into doing great work in the preparation of the body. Nothing gives me more satisfaction than having Steven Mailloux families—who wanted a closed casket—change their mind after seeing their loved one.” What is your biggest professional pet peeve? “My first would be meeting with families who do not have good conversations about their death and funeral before it is too late. A couple of others that really bother me are families who don’t want to take any of our professional advice and clergy members who don’t put time into good preparation for the service.” What is your proudest professional achievement? What is your favorite way to relax? “I would say, after 14 years as a funeral director, it is buying the family business from my father four years ago. I had great support from him, my staff, and the people of my community throughout that process.” “I enjoy reading and relaxing with my wife and daughters around our pool.” What is your favorite part of the job? “There are numerous things I enjoy, the first is working with my staff. It’s always fun to be part of a great team. Secondly, I really enjoy being able to help the people of my community in their time of need. Lastly, I do enjoy putting What is the last book you read that you found very interesting? “I just finished Who by Geoff Smart and Brad Street. It was recommended to me during the Selected Leadership Academy by John Horan. It was very helpful to me during the recent process of hiring a new funeral director.” Concludes on page 25 23 REMEMBERING OUR COLLEAGUES Visit selectedfuneralhomes.org/obituaries for more information and to view the Remembering Our Colleagues memorial video from the 2015 Annual Meeting. Dolores F. Smith, Robert J. Smith Funeral Homes (Smith-Corcoran Funeral Homes), Chicago, IL, died January 10. smithcorcoran.com Bruce A. Hadley, Hadley Funeral Home, Inc., Windsor, MO, died December 21. hadleyfuneralhome.com William L. “Bill” Shannon, Shannon Funeral Service, Inc., Shelbyville, KY, died December 20. shannonfuneralhome.com Lela I. Kellaway, H.N. Olsen Funerals Pty. Ltd., Alan W. Radke, Porter Loring Mortuary, San Antonio, TX, Sydney, Australia, died December 15. olsensfunerals.com.au died January 4. porterloring.com Marian H. Guyton, Richards, Raff & Dunbar Arnold Schneider, Binkley’s Shaunavon, Shaunavon, SK, Canada, died January 3. fpbfssl.sasktelwebhosting.com Memorial Home, Springfield, OH, died December 2. richardsraffanddunbar.com EDUCATIONAL TRUST CONTRIBUTIONS NEWS FROM OUR MEMBERS IN-MEMORIAM CONTRIBUTORS Carson-Wall Funeral Home, Parsons, KS, reached Richard Andrews, Andrews Mortuary, Wilmington, NC, in memory of Harriet McAfee, Don Boone, Serena Stevens, Fonda Stuhr, Roberta Bailey and Pat Garvie-Tannahill Michael & Kristin Newman, Panebaker Funeral Home, Hanover, PA, in memory of Harriet McAfee. The Ordeman Family, Fisher Funeral Home, Inc., Albany, OR, in memory of Serena Stevens. Glenn and Camilla Taylor, Glenn Funeral Home, Owensboro, KY, in memory of Jeanette McQuillen. Selected Group 3, in memory of Richard Andrews Sr. Discovery Study Group, in memory of Dolores Smith. Past Officers’ Spouses Council, in memory of Richard Andrews Sr. PLATINUM PATRON CONTRIBUTOR Tom Morris, Downing & Lahey Mortuaries, Wichita, KS. SILVER PATRON CONTRIBUTOR J. T. Morriss & Son, Petersburg, VA SUSTAINING PATRON CONTRIBUTORS Pat Epley, Marion, NC O’Halloran & Murphy, St. Paul, MN Reck Funeral Home, Miller, SD Woodfin Funeral Chapels, Inc., Murfreesboro, TN 24 its 50th anniversary on January 29. Gary Wall and his wife, Shirley, are co-owners with their children. Their son, Ned, and son-in-law, Justin Brown, handle daily operations. The most recent addition to the business is the Wall Family Center which opened in late 2014 and hosted 141 events in 2015. Flanner and Buchanan Funeral Centers, Indianapolis, IN, is celebrating 135 years in business, having started in 1881. Fourth-generation owner and CEO, Bruce Buchanan, owner and CEO, said the firm will take a low-key approach to this anniversary, having held a big event during its 125th year in 2006. There will be a wellness initiative that challenges employees to be the first person in 2016 to walk 135 miles. The company also is challenging its management team to contribute 135 hours of community service in 2016. And employees plan to donate 135 pounds of food to local food pantries. Gerry and Dian Montgomery of Montgomery & Steward Funeral Directors, Inc., Pueblo, CO, will be inducted into the Pueblo Community College Foundation’s Pueblo Hall of Fame on March 4th. The Pueblo Hall of Fame was established to honor individuals who have made extraordinary contributions to the betterment of the community. Proceeds from the annual event support the Pueblo Community College Foundation and its student scholar and academic excellence programs. Concludes on next page Steven Mailloux, from page 23 What famous person would you like to have had a conversation with? “I would liked to have met Walt Disney. He left us with so many amazing things that my family and I enjoy. I have read biographies about him and, I have to say, he was a visionary.” What is your favorite Selected program, benefit or service? “That’s easy—the Selected Leadership Academy. It challenged me to improve my leadership skills and introduced me to some of my best friends in Selected. It is a great program, and I strongly recommend it to anyone in a Selected member firm.” What did you gain from your last Selected meeting or activity? “My last meeting was the 2015 Spring Management Summit in Denver. Like all of the Summits, the speakers were excellent. In particular, Darren Forbes of Horan & McConaty shared some great human resource secrets.” s News from Our Members, from page 24 Rabenhorst Funeral Homes & Crematory, the oldest continuously-owned family business in Baton Rouge, LA, is observing its 150th anniversary in 2016. The fourth generation of ownership includes Alvin P. Rabenhorst Jr., Karen Rabenhorst Kerr, David L. Rabenhorst and G. Scott Rabenhorst, who oversee two funeral home locations and Rabenhorst Life Insurance Company. Rabenhorst Funeral Home & Crematory was honored at the 2015 Annual Meeting in New Orleans for its 75 years of continuous membership in Selected. s (L-R) David, Phil and Scott Rabenhorst and their sister, Karen Rabenhorst Kerr, strive to honor a 150-year family tradition of providing care with comfort to the families of Baton Rouge. INTRODUCING INTRODUCINGA ANEW NEWURN URNWEBSITE WEBSITEFOR FORYOUR YOURFAMILIES FAMILIES KKELCO ELCOUURNS RNS.COM .COM DESIGNED DESIGNED FOR FOR YOUR YOUR FAMILIES FAMILIES AND AND YOU! YOU! • Enables • Enables youryour families families to view to view a beautiful a beautiful selection selection of high of high quality quality urnsurns in the in comfort the comfort of their of their ownown homes, homes, on aonsmartphone, a smartphone, or onor on youryour arrangement arrangement roomroom screen. screen. • No • pricing No pricing is viewable is viewable to your to your families, families, however however you you can can viewview all pricing, all pricing, and and place place orders orders directly directly fromfrom KelcoUrns.com KelcoUrns.com using using youryour KelcoSupply.com KelcoSupply.com username username and and password. password. • We • have We have designed designed this this site site withwith you you and and youryour families families in mind. in mind. EasyEasy navigation, navigation, beautiful beautiful product product photos, photos, useful useful information, information, plusplus it’s portable! it’s portable! Access Access anywhere, anywhere, anytime anytime - 24/7. - 24/7. LikeLike you’re you’re there there for for your your families, families, we’re we’re there there for for you.you. 800-328-7720 800-328-7720 • KelcoSupply.com • KelcoSupply.com • KelcoUrns.com • KelcoUrns.com P R PE R M EI M E RI E R PREFERRED PREFERRED PARTNER PARTNER 25 INTEROFFICE INTEROFFICE ROUTING ROUTING INTEROFFICE ROUTING March-April March-April 2016 2016 November–December 2015 What’s in your Literature Rack? Toward Tomorrow… Practical Information For Survivors Talking To Children About Death The Experience of Grief A Guide to Funeral Planning Understanding Good Grief: What Is It? Coping With Your Loss by Maria Trozzi, M.Ed. by Diana J. McKendree Creating a Meaningful Tribute Choices for Commemorating a Life Lived Cremation Am I the Last One Left? Facing Grief in the Senior Years by Dr. William G. Hoy Individual Estate Record Why We Gather Healing and the Funeral Unthinkable... Facing Grief after a Child’s Death by William G. Hoy Why Suicide? Support After a Death by Suicide Our Code Of Good Practice by Janet S. McCord For full product descriptions and to place an order, visit selectedfuneralhomes.org/shop PHONE: 800-323-4219 ONLINESTORE:selectedfuneralhomes.org/store FAX:847-236-9968 EMAIL:[email protected] MAIL:500 Lake Cook Road, Suite 205, Deerfield, IL 60015