The Tarheel Director

Transcription

The Tarheel Director
The Tarheel Director
Published by NCFDA
January - February - March 2015
New
Beginnings
2015 NCFDA Educational Conference & Expo
12 CEC's
Available
May 11-13 u Sheraton Hotel Downtown
& Raleigh Convention Center
Remember all that
post-cremation metal
you thought you
recycled properly?
The President's Message
Dear Members,
Happy New Year!
I hope your holiday season was joyous and restful. It’s a time of
rejuvenation and reflection on the year that has just passed.
As I was thinking of 2014, I became aware of the great changes
and improvements that our Association has experienced. Our
members have asked to get more involved, so we’ve created new
committees such as the Finance, Past Presidents, Young Funeral
Director and Vendor committees. They have been instrumental in
the restructuring of our administrative practices and the planning
for our 2015 convention. I’m so proud of all of the hard work that
they have voluntarily given.
Cathleen Blanchard
NCFDA President
we are moving towards that goal.
Our Association is developing into an innovative platform of change
and our collective collaborations are the catalyst in this process.
We believe a move toward greater transparency is necessary and
We have come a long way, and we’re not done yet! The 2015 convention will highlight the newest advances
in our industry to include speakers and exhibitors from across the country. It’s an event we’ve put a lot
of time into so I can’t wait to see you in Raleigh.
According to Title 40
of the U.S. Federal Code, if you run
a crematory, you could be held liable for every piece
of post-cremation precious metal that leaves your
retort. And that means all the way to the point at
which it’s processed into something else, regardless
that you’re not the one processing it. Because as far
as the government’s concerned, it’s “hazardous waste.”
So isn’t it good to know that one company
not only processes and refines these metals according to
code, but is EPA licensed and can produce a manifest
that protects you if you’re ever contacted by the EPA?
Recycling is a global responsibilty, but it’s
also a challenge. With our more than 38 years refining precious metals to the highest U.S. environmental standards,
let us help you do the right thing the right way. If you’re
still not sure, go to www.USTitle40.org and find out all
you need to know. Then call us.
For the year ahead, it will be one of continued growth and change. Thank you for your membership and
your participation. We feel fortunate that you regard the NCFDA as a valuable resource for technology
and professional growth.
Keep the innovative ideas flowing so we will be able to learn, grow and mentor our members through a
successful 2015. To do this, log on to our website and go to the “contact us” tab to open a dialogue box.
We look forward to serving you even more in the years to come.
With best regards,
Cathleen Blanchard
Cathleen T. Blanchard
NCFDA President
Recycling Responsibly
Call: 800-323-9785 ext. 8811 • www.progressive-environmental.com
1531 South Grove Avenue, Suite 104, Barrington, Illinois 60010
The Tarheel Director
Page 3
2015 NCFDA Educational Conference & Expo
The Tarheel Director
NCFDA BOARD OF DIRECTORS
President
Vice-PresidentSecretary-Treasurer
Ken Caulder
Cathleen Blanchard
C. S. Hanchey
Leavitt F H
Moore F H
S. G. Wilkerson & Sons
P.O. Box 274
100 N. Country Club Blvd.
P.O. Box 2245
Wadesboro, NC 28170
Brevard, NC 28712
Greenville, NC 27836
Phone:704-694-2524
Phone:828-884-2139
Phone:252-752-2101
Fax:704-694-2403
Fax:828-883-2658
Fax:252-758-7974
Email:kenc_leavitt@
Email:[email protected]
Email:csh1921@yahoo.
windstream.netcom
Past President
District 1
District 2
Cary Cannady, CFSP
Steve Odom
Christopher Turnage
Montlawn F H
Munden F H & Crematory
Shingleton F H
2911 South Wilmington Street
P.O. Box 69
P.O. Box 1909
Raleigh, NC 27603
Morehead City, NC 28557
Wilson, NC 27894
Phone:919-772-1073
Phone:252-726-8066
Phone:252-243-3148
Fax:919-772-1097
Fax:252-6726-6133
Fax:252-243-1026
Email:cary.cannady@
Email:[email protected] Email:slapjack22@hotmail.
hotmail.comcom
District 3
District 4
District 5
Bruce Tart, Jr.
L. Duane Howlett
Joel Branch
Seymour F H & Cremation
Wilmington Burial & Cremation Brown-Wynne F H
1300 Wayne Memorial Drive
P.O. Box 4415
200 SE Maynard Road
Goldsboro, NC 27534
Wilmington, NC 28406
Cary, NC 27511
Phone:919-734-1761
Phone:910-791-9099
Phone:919-467-8108
Fax:919-731-7505
Fax:910-350-2903
Fax:919-467-8108
Email:brucetart@seymour
Email:ldhowlett@wilmington Email:joel.branch@dignity
funeralhome.comcares.commemorial.com
District 6
District 7
District 8
Todd Harmon
Gary Overcash
Tom Schneider
Forbis & Dick F S, Inc.
Carter F H
Summersett F H
P.O. Box 690
705 Caroline Street
P.O. Box 547
Stokesdale, NC 27357
Rockingham, NC 28379
Salisbury, NC 28144
Phone:336-643-3711
Phone:910-895-4422
Phone:704-633-2111
Fax:336-643-4560
Fax:910-895-2939
Fax:704-633-2375
Email:tharmon@forbisand
Email:glo_carterfh@
Email:tschneider@
dick.cometinternet.netsummersettfuneral.com
District 9
District 10
District 11
Karen Reardon, CFSP
Joshua D. Roten
Charles Graves, CFSP
Heritage F H
Ashelawn Memorial Chapelq
Groce Funeral Home
3700 Forest Lawn Drive
P.O. Box 148
856 Tunnel Road
Matthews, NC 28104
Jefferson, NC 28640
Asheville, NC 28805
Phone: 704-846-3771
Phone: 336-982-2121
Phone: 828-299-4416
Fax: 704-846-8079
Fax: 336-982-3121
Fax:
828-299-4419
Email:[email protected]:[email protected]
Email:charles@groce
funeralhome.com
FUNERAL INFORMATION NETWORK
President
Vice-PresidentSecretary-Treasurer
David Twiford, Jr.
Gary Overcash
Kay Withers
Twiford F H - Colony Chapel
Carter Funeral Home
Withers-WhisenantF H
P.O. Box 3150
705 Caroline Street
2916 Union Road
Elizabeth City, NC 28337
Rockingham, NC 28379
Gastonia, NC 28054
Phone:252-473-2449
Phone:910-895-4422
Phone: 704-864-5144
Fax:252-473-3392
Fax:910-895-2939
Fax: 704-864-5141
Email: [email protected] Email: garyovercash@
Email: wandwfuneralhome
yahoo.com @aol.com
At Large Member
At Large Member
Robert Caudle
Edwin Clements, Jr.
Hayworth-Miller F H, Inc.
Clements Funeral Service
3315 Silas Creek Parkway
P.O. Box 2913
Winston-Salem, NC 27103
Durham, NC 27705
Phone:704-633-9031
Phone:919-286-1224
Fax: 336-659-9246
Phone:919-286-1226
Email:[email protected]
Email:[email protected]
Steppin' It Up in Downtown Raleigh
Table of Contents
President's Message
3
2015 NCFDA Education Conference & Expo
Gupton-Jones Graduation
5/6
9
ME FIne Contributions
10
Theme: New Beginnings
ASD: New Product Release
11
Prepation for Selling Your Business
12
Dress: Business Casual
Davidson County Funeral Home Goes Solar
15
Crematory Operator Certified Training Program
16
Meet Tom Schneider: NCFDA's Administrator
17
2015 NCFDA Convention, Expo and Golfing
19-25
Editorial Notes
The Tarheel Director is published quarterly by the Funeral
Information Network (FIN) for the NCFDA:
Editor: Thmas Schneider
North Carolina Funeral Directors Association, Inc.
5860 Faringdon Place, Suite 2, Raleigh, NC 27609-3973
Telephone: 919.876.7886 • Fax: 919.876.5382
Toll Free: 800.616.2332 • E-Mail: [email protected]
NCFDA Website: www.ncfda.org
Editorial Note: The comments and opinions appearing in this
publication are those of the writer and do not necessarily reflect
the opinions of the NCFDA Membership, Board of Directors or
Staff.
Disclaimer: This publication is designed to provide accurate
and authoritative information in regard to the subject matter
covered. It is published with the understanding that the
publisher is not engaged in rendering legal, accounting or other
professional services. If legal advice or other expert assistance is
required, the services of a competent professional person should
be sought.
Cover Photo: NC Natural History Museum Building, Raleigh
Copyright 2015 NCFDA. No part of this publication may be
copied or reproduced in any form without the written consent
from NCFDA.
Affiliated with the National Funeral Directors Association
Page 4
May 11-13, 2015
Sheraton Hotel Downtown
Raleigh, NC
The Tarheel Director
Security: You must wear the official conference name badge while attending
all educational conference functions and the exhibit area.
For this year's Annual Convention and Expo, we have listened to what
you, the members have requested.
You asked to hold our annual event in a more central location in the
State, with access to more facilities. This led us to choose to hold our
128th Convention and Expo in Downtown Raleigh!
With so many of the local attractions being just a short walk away, you
will find yourself spoiled for restaurants, entertainment, recreational
facilities, parks and museums.
We have negotiated discounted room rates at the Sheraton Downtown,
call (919) 996.8500, (and mention NCFDA). The Sheraton has its own
adjacent parking and is located off Fayetteville Street, Raleigh, just one
block north of the site of our Expo, in Raleigh's convention center.
Conference Sponsors
The following support ALL the following events during the conference:
entertainment, lunches, receptions, refreshments and breaks, speakers and
workshops. Please join with us in offering your appreciation to the following
(as of publication date):
GOLD LEVEL, ($4,000+)
ARNOLD-WILBERT CORP.
VISIONARY LEVEL, ($2,000) BILL BLACK CADILLAC
ALLIANCE LEVEL ($1,500+) DORIC MFG. OF NORTH CAROLINA
FRIEND LEVEL ($1,000+)
Aurora Casket Company
Batesville Casket Company
Custom Air Trays
NFDA
The Tarheel Director
Page 5
NCFDA 2015 CONVENTION SCHEDULE
The
Monday, May 11, 2015
7 AM - 5:30 PM
Southern Exhibition Services Booth Installation
8 AM – 4:00 PM
9 AM - 5:30 PM
Cremation Operators Certification with Mike Nickodemeus 7
Automobile Move-In
9:15 AM
Golf Registration
10 AM - 4:00 PM
Golf Tournament at The Crossings Golf Club in Durham, NC (Ticketed )
11 AM - 5:30 PM
Caskets, Vaults (large displays) Move In
11:30 AM
Board of Directors Luncheon Meeting - Willow Oak Room, Sheraton Hotel
1 - 5:00 PM
All Exhibitors Move-In
1 - 4:30 PM
Registration Desk Open
5:30 - 7PM
Exhibit Sneak Preview with Beer, Wine and Cheese at the Convention Center
when we can’t be together,
keep me in your heart.
I’ll stay there forever.
Forever themeS
in
God's Care
8 - 9:45 AMFeatured Speaker, Doug Gober “Upping Your Game”
Sheraton Hotel 2
designed to help families create meaningful
commemorations for loved ones.
It’s available in two themes, each offering a
choice of images for the carapace which may
11:45 AM Box Lunch Sheraton Hotel
1 - 4:30 PMExhibits open (with Silent Auction Items on Display) Raleigh Civic and Convention Center
Silent Auction Bidding Ends- Winning Bids Announced
4:30 -11PMSouthern Exhibition Services Dismantle and all Exhibitors Move Out
be personalized with the loved one’s photo
and name. Forever Keepsakes are thematically
Back
Front
Forever
in
Our Hearts
tied to the carapace and are given to family
and friends as a remembrance of the service
and their loved one.
5 – 6:30 PM Installation of 2015-16 Officers and Presidents Reception
Four food stations with heavy hors d’oeuvres, featuring music by
Midnight Allie! See website for more info. www.midnightallie.com
Wednesday, May 13, 2015
Memorial Service and Brunch at the Sheraton Hotel
Front
Let’s discuss which burial and urn vaults
9 - 10:00 AM Business Session at the Sheraton Hotel 1
Page 6
Forever
personalized remembrance experience
6:30 – 9:30 PM
10:30 AM
two
Wilbert’s Forever Program is a new
10 - 11:45 AM Featured Speaker, Dyanne Matzkevich “A Will for the Woods” Sheraton Hotel 2
Dyanne Matzkevich
by A.A. Milne
7:45 AM - 4:00 PM Registration Desk Open
4:30 PM
program
If there ever comes a day
Tuesday, May 12, 2015
Douglas Gober
Forever
Sm
are part of The Forever Program.
# = Number of CEC's
The Tarheel Director
Back
GUPTON-JONES COLLEGE'S GRADUATION EXERCISES
Commencement exercises were held
for the August, 2014, graduating
students of Gupton-Jones College
of Funeral Service at the Fairfield
Baptist Church in Lithonia, Georgia.
The graduation speaker was Mr.
Daniel E. Buchanan of Anderson,
South Carolina. Mr. Buchanan was
the President of Gupton-Jones College
from 1982-2000, and is now associated
with McDougald Funeral Home
in Anderson, South Carolina. His
energizing speech was titled, “Funeral
Service: A New Day-New Challenges.”
Gupton-Jones President, Patty S.
Hutcheson, presented awards to
the students having the top two
scholastic averages during their
quarters of funeral service study. The
Valedictorian Award was presented
to Mr. Michael A. D. Canestrari from
Roanoke, Virginia. The Salutatorian
Award went to Ms. Tamela Mychele
Thomas of Athens, Georgia.
The Bill Pierce Award was presented by the Board of Trustees
Consultant, Mrs. Nancy Pierce Barber, to that graduate who, by
vote of the members of the graduating class, best represents the
funeral service profession in terms of professionalism. The honored
recipient was Mr. Michael A. D. Canestrari of Roanoke, Virginia.
The Distinguished Service Award was presented by GuptonJones College President, Mrs. Patty S. Hutcheson, to Mr. Daniel
E. Buchanan of Anderson, South Carolina, for his outstanding
service to the funeral profession.
Another award was the Daniel E. Buchanan Award which was
given to Ms. Tammy Michelle Rhue of Conway, South Carolina.
Also, The Charles Wynn scholarship went to Ms. Rhue as well.
The Mu Sigma Alpha Award and also, the Academic Achievement
Award, went to the top ten percent of the graduating class. The
recipients of this high award went to: Michael A. D. Canestrari
of Roanoke, Virginia; Brittany Nicole Chancey of Headland,
Alabama; Melinda Sue Miller of Tallapoosa, Georgia; Jennifer
Renee Prowell of Portland, Oregon, and Tamela Mychele Thomas
of Athens, Georgia.
During the ceremony, certain members of the graduating class,
who distinguished themselves throughout the school year, were
recognized with Perfect Attendance Awards. These awards were
presented to: Melvin B. Childs, Sr. from Stone Mountain, Georgia;
Michael Kyle Kiser from Bremen, Georgia; and Tamela Mychele
Thomas from Athens, Georgia.
During the ceremonies, forty-three students were recipients of
the Associate of Science Degree in the Funeral Service ceremony.
They were: Diandra Julette Bondurant of San Diego, California;
Shaina Boyd of Fort Lauderdale, Florida; Mario Jared Gerard
Brown of Fort Pierce, Florida; Thomas Charles Burnham of
The Tarheel Director
Marietta, Georgia; James Ted Caldwell of Dalton, Georgia;
Michael A.D. Canestrari of Roanoke, Virginia; Brittany Nicole
Chancey of Headland, Alabama; Melvin Bruss Childs, Sr. from
Stone Mountain, Georgia; Amareen Raquel Devi Clayton of Long
Beach, California; Rhonda Hermalin Davis of Decatur, Georgia;
Shayla Jenette Drummond from Pennsauken, New Jersey; Xavier
Davis Dunlap of Williamson, Georgia; Wesley Michael Forrester
from Gainesville, Georgia; Kathy West Gardner of Snellville,
Georgia; Danny Ray Gibson of Rock Hill, South Carolina; and
Precious V. Glover of Jacksonville, Florida.
Also included were: Erin Lamar Gregory of Weldon, North
Carolina; Destini Mi’Cole Harris of McDonough, Georgia;
Demarian Jermaine Hawk of Havana, Florida; Quinton Daniel
Hill of Shallotte, North Carolina; James Howard Jones of
Milledgeville, Georgia; Janika Leta’ Kinsey from Decatur,
Georgia; Michael Kyle Kiser of Bremen, Georgia; Justin R. Layman
of Bogart, Georgia; Matthew Allen Ledbetter from Phenix City,
Alabama; Phyllis Francen Levett of Conyers, Georgia; Reginald D.
Maddox, Jr. of Loughman, Florida; Matthew Charles Malia of New
London, Connecticut; Eugene Miller II of Alexandria, Louisiana;
Melinda Sue Miller of Tallapoosa, Georgia; Yanesha J. Mitchell of
Wetumpka, Alabama; and E. Tyler Morris of Commerce, Georgia.
In addition were: Debbie J. Noonan of Tampa, Florida; Amber
LaNiece Oliver of Conway, South Carolina; Stonewall Ponders of
Dalton, Georgia; Jennifer Renee Prowell from Portland, Oregon;
Steven Matthew Rainey of Atlanta, Georgia; Tammy Michelle
Rhue of Conway, South Carolina; Tamela Mychele Thomas
from Athens, Georgia; Dustin Mitchell Turner of Newton, North
Carolina; Brittney Lee Anne Watts of Tuscaloosa, Alabama;
Shawndre’ Tyron Whitehead of Douglasville, Georgia; and David
Christopher Wilson of Rockmart, Georgia.
Page 9
SUPPLIER NEWS: The Answer You Have Been Waiting For
ASD Releases ASD Mobile 3
An Enhanced Version of the Company’s
Award-Winning Mobile App
Answering Service for Directors, the leading funeral home
answering service, recently released an updated version
of the company’s iPhone application, ASD Mobile. The
newly enhanced app, ASD Mobile 3, provides innovative
solutions to many of the communication issues funeral
professionals experience.
December 12, 2014
ME FINE FOUNDATION CONTRIBUTORS
NCFDA District 1 Director Steve Odom, Munden Funeral Home & Crematory, Morehead City, NC
Cotten Funeral Home & Crematory, New Bern, NC
Munden Funeral Home & Crematory, Morehead City, NC
NCFDA District 5 Director Joel Branch, Apex Funeral Home, Apex, NC
Apex Funeral Home, Apex, NC
Wiseman Mortuary, Inc., Fayetteville, NC
NCFDA District 3 Director Brantley Gurley, Seymour Funeral Home & Cremation Services, Goldsboro, NC
Seymour Funeral Home & Cremation Services, Goldsboro, NC
The updated version of ASD’s NFDA Innovation AwardWinning App was officially approved by Apple and
released to the App Store during this year’s NFDA
Convention. ASD Mobile 3 introduces a fresh look and
a new slide out menu that allows directors to maneuver
through the app quickly. Clients will notice a new home
page when launching the app, which summarizes
account activity. The company has also added a First Call
section, allowing clients to download or print First Call
forms.
On-call directors often unintentionally give out their cell
phone numbers and many are forced to carry two cell
phones as a consequence of this problem. ASD is excited
to introduce a new, patent-pending feature called
MobileFH™ that allows directors to display the funeral
home’s phone number as the caller ID when dialing
from their cell phone. Directors can keep their personal
numbers private and have greater peace of mind knowing
they won’t miss an important call from a family.
For directors who have added ASD’s new Live Chat
feature to their website, ASD Mobile 3.0 can send a First
Chat Alert™ the moment a specific type of chat session is
initiated. Using the company’s patent-pending First Chat
Connect™, directors can then take control of the chat in
progress.
ASD Mobile 3.0 is integrated with many of ASD’s new
website features as well, including the ability to leave
message notes for other employees. Clients can create
an on-call schedule, add information about the funeral
home’s local establishments, mark numbers for Solicitor
Shield blocking, pay their ASD bill, update the account’s
(Cont'd Page 12)
NCFDA District 7 Director Henry Downing, Powell Funeral Home of Southern Pines, NC
Boles Funeral Home, Southern Pines NC
Fry and Prickett Funeral Home, Carthage NC
Kennedy Funeral Home, Robbins NC
Phillips Funeral Home, Star NC
Powell Funeral Home, Southern Pines NC
Richard Boles Funeral, Service Laurinburg NC
Rogers Pickard Funeral Home, Sanford NC
Smith Funeral Home, Broadway NC
NCFDA District 8 Director Thomas Schneider, Summersett Funeral Home of Salisbury, NC
Eaton Funeral Service, Mocksville
Hayworth-Miller Funeral Home, Winston-Salem
Powles Funeral Home, Rockwell
Summersett Funeral Home, Salisbury
Vogler & Sons Funeral Home, Winston-Salem
NCFDA District 9 Director Robert Murphy, Heritage Funeral Home of Matthews, NC
Edwards Funeral Home, Norwood, NC
Heritage Funeral Home, Matthews, NC
Heritage Funeral Home, Charlotte, NC
Heritage Funeral Home, Indian Trail, NC
NCFDA District 11 Director Ryan Shipley of Shuler Funeral Home of Hendersonville
Groce Funeral Homes of Arden and Asheville, NC
Harwood Home for Funerals, Black Mountain, NC
Wells Funeral Homes of Canton and Waynesville, NC
Page 10
Addvantage Casket Company, Inc., Phone: 919.210.3406
The Tarheel Director
5860 Faringdon Place • Suite 2 • Raleigh, NC 27609-4584
• 919.876.7886 • 800.616.2332 • Fax: 919.876.5382 • www.ncfda.org
The Tarheel Director
Page 11
Preparing for the Sale of Your Business
ASD Releases ASD Mobile 3
(cont.)
password and more.
“We appreciate all of the funeral directors whose
feedback helped us to enhance ASD Mobile 3.0 with new
features,” says ASD’s Chief Technology Officer, Martin
Czachor, Jr. “Along with always providing compassionate
care, funeral professionals expect out-of-the-box
thinking from ASD. Our new app is a perfect example of
our commitment to innovation.”
ASD Mobile 3.0 is compatible with iPhone, iPad and iPod
and can be downloaded from Apple’s App Store. The
company plans to develop ASD Mobile 3.0 for Android
over the coming months. To learn more about ASD
Mobile 3.0, please call 800-868-9950 or email support@
myASD.com.
About ASD: Family owned and operated since 1972, ASD
blends state-of-the-art technology with an extensive,
6-month training program focusing on compassionate
care. The company's custom-built communication
systems and sophisticated mobile tools were designed
solely to meet the needs of funeral homes. With
patented solutions, ASD’s smartphone app, ASD Mobile
for iPhone or Android, was recognized as the winner of
the 2012 NFDA Innovation Award after revolutionizing
communications for thousands of funeral homes
nationwide. Discover why more than 45% of independent
funeral homes using an answering service have chosen
ASD. By offering funeral directors unmatched protection
for their calls, ASD has redefined the role of an answering
service for funeral homes. For more information, visit
www.myASD.com or call 1-800-868-9950.
Putting Your 'Financial House'
In Order
While your competitors’ call volumes may be unknown, be
ready to discuss the similarities and differences among the
firms in your immediate market.
Submitted by: Michelle Canerot, Live Oak Bank Lending
Have costs been recorded consistently? Lenders look at
both Cost of Goods Sold and Administrative Expenses as a
percentage of revenues. Identify any unusual trends and be
prepared to provide explanations.
There are many reasons why an owner or operator decides
it is the right time to sell his or her small business, whether
it be retirement, relocation or many other personal or
financial reasons. And once that decision is made, there
is often an expectation of what the purchase price should
be – based on any number of sources, but in fact, the
ultimate sale price will be based on a combination of
asset values, annual revenues, multiples of earnings and/
or other possible intangible considerations.
In order to maximize the company’s value and therefore
achieve the highest possible sale price, a seller should
begin planning long before going to market. An owner
should be prepared to deliver the types of information
and analyses needed for a potential buyer and his or her
financial advisors to assess and validate the true economic
results of the business. A broker or consultant with
industry and financial experience can help set realistic
expectations about the true value of the business and
assist with financial statement preparation and analysis.
The following is a list of things a seller should review and consider:
Financial Statements
Buyers and their lenders will often ask for up to three (3) years
of prior tax returns and/or audited financial statements,
as well as interim statements from the beginning of the
current fiscal year. Therefore, as a seller, you should assess
what prior information is available and begin compiling
copies. In addition, you should be prepared to produce
interim statements if necessary, either internally or with an
outside resource such as an accounting firm. Typically, the
financial statements needed will include both a profit and
loss statement and a balance sheet.
Trends
Buyers are obviously looking for stable and/or improving
profits. Lenders are looking for the same in order to be
assured that debt can be repaid. A seller should review
his or her own historical statements and consider the
following questions:
What are the trends in call volumes and revenues? You
should have information readily available on historical call
volumes and cremation rates by fiscal periods, and be able
to explain fluctuations in sales and revenues. Death rates
have an impact of course from one year to the next, but
lenders will look at the trend line over the last 5-10 years.
Page 12
The Tarheel Director
The Tarheel Director
Is your net operating margin increasing or decreasing? If it
is decreasing, are there changes that can be made in advance
of the sales process that will result in more positive trends?
Unusual or Non-recurring Expenses
Buyers will want to understand the cost structure of
the business post-closing. Be prepared to provide
documentation as to owner related expenses such as
salaries, pension and life insurance or other expenses
that will not be inherited by the buyer. If possible,
keep track of unusual or one-time expenses that can be
validated. This will give the buyer a better understanding
of the funeral home’s overall expenses.
Asset Values
Sellers should assess the value of the inventory, furniture,
equipment, automobiles and other business assets that
will be transferred with the business. Furthermore,
identify those assets that will not be sold. Lenders will
want to know the value of all available collateral when
underwriting the buyer’s loan.
The time between signing a Letter of Intent and Closing
can take several months with real estate appraisals,
environmental reports, surveys and title work. If real
estate is being sold with the business, it is helpful to have
copies of prior appraisals, tax assessments and/or other
documentation ready to (1) support a basis for value, and
(2) provide legal descriptions which identify the parcel(s)
included in the sale. In addition, prior surveys can often
be used by the title company – saving time and money.
Selling your funeral business is a major life event. By
putting your “financial house” in order – in addition to
preparing your operations and facilities for sale – you can
increase the value of the company and insure a smooth
and successful transaction.
Michelle Canerot joined Live Oak Bank's Funeral Home Lending team
as an underwriter with over 16 years of experience in the death care and
financial industries. As a CPA, Canerot utilizes her knowledge to better
serve Live Oak Bank's customers. She previously served on the Board of
Directors of the Cremation Association of North America (CANA) and
currently sits on its finance committee. Canerot's experience includes
serving as the Vice President and Chief Financial Officer of Celebris
Memorial Services, Inc.
Page 13
Davidson Funeral Home Installs Solar Panels
Davidson Funeral Home the wholesale
price of the energy it produces.
One of the reasons the funeral home
owners decided to install the panels
was to reduce their monthly utility
bill, which is approximately $3,000.
Briggs said it is also environmentally
responsible.
The future is so bright at Davidson Funeral
Home on North Main Street, Lexington,
the business uses solar panels.
The funeral home recently added a 39-kilowatt solar power system that will significantly reduce its utility bills and
carbon footprint in the years to come.
Dan Briggs, treasurer at Davidson Funeral Home and the
son of co-owner Jack Briggs, said the idea of installing solar panels began several years ago during a major renovation. In 2006, Davidson Funeral Home added 12,000
square feet of heated space, a 3,000-square-foot, four-bay
garage and 3,000 square feet of porticoes on the North
Main and East Fourth street sides.
“It was something I had thought about really since we
completed this building,” Dan Briggs said. “We had all
this roof space over the old chapel and the garage, and we
thought solar might be an option
for us. We really got serious about
it when I was in California over
the summer and saw a lot of use
of solar. It got me thinking about
it a little bit more. I got connected
with a solar company, and they
came and gave us a proposal.”
The system, which employees
of North Carolina Solar, located
in Raleigh, installed, consists of
130 solar panels and is capable
of producing 60,000 kilowatts a
year. Briggs said the solar panels
will actually add electricity to the
citywide system, and in return the
utility department will reimburse
Page 14
“We've tried to do things that are more
environmentally friendly; of course this
is a big one for us,” Briggs said. “We will
be able to reduce our utility costs. It
just seemed like the right thing to do
to reduce our carbon footprint. We've
been here 150 years, and I hope we will
be here another 150 years.”
“We will be able to cut our utility costs, especially in the
future because of course we will still have to pay for the
system,” Briggs said. “There are tax credits available at
least through the end of this year that offsets some of that
up-front cost for purchase of the system and installation.
It was just as important for me that we do it just because
we should.”
With the advancement in technology, Briggs said he
believes many people could benefit from exploring
renewable energy for their businesses and homes. He
said in the future, maybe the business can have its own
sustainable energy system, but for now he is happy with
the newest addition.
Briggs said the business is taking advantage of federal
and state tax credits for using renewable energy systems.
He said these credits greatly helped defer the cost.
of Air Tray Guy
He once jumped out of an airplane without a
chute…and landed perfectly on his feet.
He’s Him Jardy: The coolest mascot in the world.
Custom Air Trays:
Tough. Fearless. Totally Awesome.
Sharon Myers can be reached at 249-3981, ext, 228 or
at [email protected]. Follow Sharon on
Twitter: @LexDisptachSM
Dependable
Family,
Trustworthy
Honest
Focus on the
Randy Norris, electric operations superintendent for the
City of Lexington, said city officials are always supportive
when customers invest in renewable energy.
“We're all about green initiatives,” Norris said. “At this
point, with the reduction in load, we have plenty of
capacity, and it doesn't greatly affect us, but we always
advocate anything for renewable energy. You don't know
when we might have another energy crisis. … It's a good
thing, and there are several government subsidies in
place that makes it less costly. We want to do anything
we can to support green initiatives.”
“From what the solar company has told me, with the
way the technology is advancing the cost is going down,”
Briggs said. “Eventually the hope is we could have a
battery system that we could store our own energy and
use for something specific, like heating or air. For now we
are producing for the city system. … We can expand the
system and add more panels if we need to and hopefully
be able to use our own energy. This is an investment in
our business and investment in our community.”
Avoid future collections by
accepting credit card payments.
Not Collections
Guarantee payment for
your services. Give families
peace of mind by providing
Mon. May 11th 9.15am-4pm
The Crossings Golf Course
Durham, NC
Ever Shot a Round of Golf ?
- But Have You Ever Shot a Round of Golf Ball?
In May, during our 2015
NCFDA Annual Convention
Golf Tournament, each golfer
will be able to fire golf balls up
to 400 yards from a modified
AR-15 Rifle!
a convenient payment
option through the NCFDA
provider of preference.
Call 866.376.0950 or visit http://ncfda.affiniscape.com
Affiniscape Merchant Solutions is a registered ISO/MSP of Harris, N.A., Chicago, IL
Provider of Preference
C
M
Y
CM
MY
CY
CMY
K
1-800-992-1925
CustomAirTrays.com
© adfinity
The Tarheel Director
The Tarheel Director
Page 15
Thousands of sqare feet
of Exhibitors All under one roof !
NFDA 's Success with Crematory Operator Program
The National Funeral Directors Association (NFDA)
Certified Crematory Operator (CCO) Program continues to
lead the way as the profession’s cremation certification of
choice. During the second half of 2014, NFDA conducted 10
certification seminars and conferred the CCO designation
on 380 funeral and cremation professionals. A total of 672
people have been certified since the launch of the NFDA CCO
program in September 2013.
Matthews Stationery
More Choices,
Exclusive Designs
“Congratulations to the funeral professionals who have
earned their CCO designation during the second half of
2014,” said NFDA President Robert C. Moore IV, CFSP, CCO.
"More and more families are choosing cremation as a form
of disposition and, as funeral directors, we must be fully
prepared to serve them. After I earned my certification, I felt
better equipped to serve those families because I gained an
in-depth understanding of the cremation process. I also left
knowing the steps that I needed to take to ensure that my
families and my firm were protected."
Come be a part of the NCFDA Convention
and Expo, Raleigh, NC May 11-12th, 2015
As the trusted leader in funeral service, NFDA set the bar
high with a critical cremation certification program that
not only emphasizes professional excellence, but also the
important role ethics plays in serving families.
Developed for funeral homes that offer cremation services,
the NFDA CCO Program covers ethics, crematory operations,
safety and compliance, liability issues, customer service,
and more. The program meets or exceeds the criteria in most
states requiring certification and has been approved for CE
by the Academy of Professional Funeral Service Practice.
Matthews Stationery offers your
families the personalized choices they
desire with 3 complete collections
Elegant Collection
• Box Sets Starting at $110.00
•Designs from Matthews established
stationery line
“During my career, I’ve been called on numerous times to
testify as an expert witness in cremation litigation cases,”
said Mike Nicodemus, NFDA vice president of cremation
services. “The mistakes I have seen have caused heartache
for families and severely damaged the reputation of
businesses. With cremation litigation on the rise, it is critical
that you understand the steps you need to take to protect
your firm from the moment a family walks in your front door
until you deliver the cremated remains to the family – that’s
true whether you own a crematory or use a third-party.”
Traditional Collection
•Box Sets Starting at $42.00
•Timeless and classic designs with
high-end finishes
“From my perspective as a funeral director, funeral service
educator and lawyer, this program proved to be invaluable
and well-worth the investment,” said Mark T. Evely, the
director of the mortuary science program at Wayne State
University in Detroit, Mich. “The principles covered are
critical in meeting our ethical, legal and professional
responsibilities to cremation-oriented families. As a result, I
have made this course a part of our curriculum.”
Lifestyle Collection
•All Box Sets at $39.00
•ExclusivetoMatthews
•Stunning photo art backgrounds
with contemporary themes
Reserve your seat on Monday, May
11th, 8am-4pm at NCFDA's Convention,
Sheraton Downtown Raleigh (7 CEC's)
Dear Members,
We would like to introduce Thomas “Tom” A. Schneider as the new Association Administrator
of the North Carolina Funeral Directors Association. He started February 9, 2015. Tom will
be responsible for helping with the Convention and working closely with the Convention
Committee, working in the Raleigh office, taking calls and handling the day to day business,
and publishing the TarHeel Director among many other duties.
Tom is a graduate of Cincinnati College of Mortuary Science receiving his bachelor’s degree in
2001. For the last seven years he has been a Funeral Director and Embalmer at Summersett
Funeral Home located in Salisbury, NC. Tom started serving District eight as Secretary and
Treasurer in 2009 and became District Director in 2013; he has also served on the convention
committee. Tom is married to Morgan E. Schneider and together they have three beautiful
children, two daughters, Montgomery, 8, Audrey 5, and a son, Wade, 3. He is a member of Mt.
Tabor United Methodist Church Salisbury, NC. He served as the president of the Salisbury
Kiwanis Club in 2012-2013.
Tom enjoys spending time with his family, fishing and being outdoors.
Tom Schneider, FSL
NCFDA Association Administrator
Join us in welcoming him to the NCFDA staff.
You will be hearing more from Tom in the near future regarding our Association. He welcomes your comments and
suggestions. He looks forward to visiting with you at your funeral homes, district meetings and the NCFDA Educational
Conference & Exposition. He may be contacted by mail and telephone at the Raleigh office, or email [email protected]
FHP-1518-20145
©2015 Matthews Resources, Inc., all rights reserved.
MATTHEWS® and MATTHEWS INTERNATIONAL® are registered trademarks of
Matthews Resources, Inc
Page 16
The Tarheel Director
FHP-1518-2015 Stationery Half 3x9.indd 1
1/14/15 2:34 PM
The Tarheel Director
Page 17
INVITATION
FROM THE
PRESIDENT
Cathleen Blanchard, President
Moore Funeral Home
Brevard, NC
C. S. Hanchey, Vice-President
S. G. Wilkerson & Sons
Greenville, NC
Dear Members,
I am excited to invite you to our 128th
NCFDA Annual Educational Conference and
Expo to experience how we are ‘Stepping
Things Up’ at the Association.
Karen Reardon, CFSP, Secretary-Treasurer
Heritage Funeral Home
Matthews, NC
You will be a part of the positive changes and
enhancements that we are implementing,
all represented in our core theme - New
Beginnings!
Ken Caulder, CFSP, Past President
NFDA Policy Board Rep
Leavitt Funeral Home
Wadesboro, NC
We have listened to the membership, and are
taking the lead in not just providing more
value, but also creating more connectivity for our industry overall!
Steve Odom, District 1
Munden Funeral Home & Crematory
Morehead City, NC
On top of a dynamic venue location, attendees will also benefit from an increase in
exhibitors and attendance, making this a major industry event for the Southeast.
Christopher Turnage, District 2
Shingleton Funeral Home
Wilson, NC
As an added bonus, members have more flexibility in accessing CEC’s this year,
again, adding to the convenience for attendees.
As well as pumping-up the volume for education and networking, we have kicked it
up a notch for the fun-factor, too!
Brantley Gurley, District 3
Seymour Funeral Home
Goldsboro, NC
With all of the amenities offered within easy walking distance of Downtown Raleigh,
we have also added a versitile band, ‘ Midnight Allie’ that covers 50’s through to
today’s best hits, so please enjoy their talents immediately after the Presidents
Reception on Tuesday evening.
L. Duane Howlett, District 4
Wilmington Burial & Cremation Service
Wilmington, NC
Some exciting new plans for 2015 Conference include:
• MONDAY, MAY 11: The highly successful NFDA Certified
Crematory Operator Program is presented by specialists, Mike
Nicodemus and Mike Watkins
• TUESDAY, MAY 12: Two, dynamic sessions. The first, ‘Upping Your
Game’ focuses on presentation and new marketing opportunities
for members, the second, an award-winning video documentary
‘A Will for the Woods’ covers the subject of a natural burial site.
• Midnight Allie, a all genre band to dance the evening away!
So... See You there, at our New Beginning
Sincerely,
Cathleen Blanchard
Convention Details
500 South Salisbury Street
Raleigh, NC 27601
p. 919 996.8500
Theme
New Beginnings
Todd Harmon, District 6
Forbis & Dick F S, Inc. - Brooke Chapel
Stokesdale, NC
Attire:
Casual
Security & Name Badges:
It is requested that you wear the official
conference name badge while attending
all educational conference functions and
while visiting the exhibit area.
Directors Advantage is helping funeral homes nationwide serve their families better
with innovative products and service solutions. Visit our website or call today to get
more information and begin separating your firm from the competition.
Funeral Webcasting
Bring families together in their time of need
LIVE or Delayed Webcasting
Password Protected
No Contracts or Minimums
Archived for One Year
Memorial Tribute Videos
The absolute best in personalization
No Contracts or Minimums
12 Hour Turnaround
Licensed Music
Beautiful Video Scenery
Henry Downing, District 7
Powell Funeral Home
Southern Pines, NC
Vacant, District 8
Serving the NC counties:
Davidson, Davie, Forsyth, Iredell,
Rowan, Stokes, Surry & Yadkin
Robert Murphy, District 9
Heritage Funeral Home
Matthews, NC
Cathlene Blanchard
NCFDA President 2014/15
SHERATON DOWNTOWN RALEIGH
Joel Branch, District 5
Apex Funeral Home,
Apex, NC
TECHNOLOGY HELPING TRADITION™
Joshua D. Roten, District 10
Ashelawn Memorial Chapel & Gardens
Jefferson, NC
Funeral Home Websites
Connect with your families and community
Beautiful, Custom Designs
Online Memorials
Video Integration
Social Networking
Ryan Shipley, District 11
Shuler Funeral Home
Hendersonville, NC
Page 18
The Tarheel Director
127th Annual Educational Conference & Exposition • May 12 - 14, 2014, Hilton Wilmington Riverside, Wilmington, NC • Page 2
No Contracts. No Commitments. 1-800-724-9975
www.directorsadvantage.com
Directors Advantage. 113 Ace Plaza. Clinton, North Carolina 28328.
CONVENTION
COMMITTEE
SCHEDULE OF
EVENTS
Your business is serving families , our business is serving you!
Monday, May 11, 2015
Cary Cannady, CFSP, Montlawn,
Raleigh, Chair
7 AM - 5:30 PM
Southern Exhibition Services Booth Installation
C. S. Hanchey, S. G. Wilkerson,
Greenville
8 AM – 4:00 PM
Charles Graves, Groce,
Asheville
9 AM - 5:30 PM
Automobile Exhibitors Move-In
9:15 AM
Golf Registration
10 AM - 4:00 PM
Golf Tournament at The Crossings Golf Club in
Durham, NC (Ticketed)
Linda Gaskins, Bladen-Gaskins F H,
Elizabethtown
Richard Boles, Richard Boles F H,
Laurinburg
7
Cremation Operators Certification with Mike
Nickodemeus
11 AM - 5:30 PM
Caskets, Vaults Exhibitors (large displays) Move In
Rudy Lea, Lea F H,
Raleigh
11:30 AM
Sherry Noble, Messenger,
High Point
Board of Directors Luncheon Meeting - Willow Oak
Room, Sheraton Hotel
1 - 5:00 PM
All Exhibitors Move-In
1 - 4:30 PM
Registration Desk Open
5:30 - 7PM
Exhibit Sneak Preview with Beer, Wine and Cheese at
the Convention Center
Steve Velker, Arnold-Wilbert,
Goldsboro
Todd Harmon, Forbis & Dick,
Stokesdale
Tuesday, May 12, 2015
Troy Matthews, Columbian Financial,
Rocky Mount
7:45 AM - 4:00 PM
Tyler Gibson, Matthews,
Charlotte
ROOM
RESERVATIONS
(919) 996- 8500
Group rates available until April 10,
2015 subject to availability:
$149 Single/Double
$159 Triple
$169 Quad
$199 Club
$400 Plus for Suites
Why should you do business with Columbian?
Quality Products and Superior Service!
Registration Desk Open
8 - 9:45 AM
2
Featured Speaker, Doug Gober
“Upping Your Game” Sheraton Hotel
10 - 11:45 AM
2
Featured Speaker, Dyanne Matzkevich
“A Will for the Woods” Sheraton Hotel
11:45 AM
Box Lunch Sheraton Hotel
1 - 4:30 PM
Exhibits open (with Silent Auction Items on Display)
Raleigh Civic and Convention Center
4:30 PM
Silent Auction Bidding Ends- Winning Bids Announced
4:30 - 11PM
Southern Exhibition Services Dismantle and all Exhibitors
Move Out
5 – 6:30 PM
Installation of 2015-16 Officers and Presidents Reception
6:30 – 9:30 PM
Four food stations with heavy hors d’oeuvres, featuring
music by Midnight Allie! See website for more info.
www.midnightallie.com
For more than 125 years, quality products and superior service have been
Columbian’s trademark. Our goal is to provide you the same quality service
that you provide for the families you serve along with some of the best
products available.
Single Pay Insurance Plans
- Three Single Pay plans
available
- No health questions
- Guaranteed Issue
Multi-Pay Insurance Plans
- 3-Pay, 5-Pay, 7-Pay or 10-Pay
plans available
- Full Benefit
- Graded Benefit
- Return of Premium
- 2-Year Early Payoff Option
available (1 year for 3-Pay Plan)
Annuity
- Guaranteed interest
accumulation
- $100 Minimum initial premium
- Compounded interest
credited daily
- No health questions
- Issue ages 0 - 115
AY f or
D
O
T
L
L
A
C
at ion!
m
r
o
f
n
i
r
e
mo
TROY MATTHEWS
Refers to Policy Form Nos. 1F113P-CL, 1F124E-CL,
1F125E-CL, 1F126E-CL and Contract Form No.
ICC10 5115-CL in NC.
Regional Sales Director
North Carolina
www.cfglife.com
Office: 877-598-0967
Cell: 252-532-4629
Wednesday, May 13, 2015
9 - 10:00 AM
10:30 AM
1
Business Session at the Sheraton Hotel
Memorial Service and Brunch at the Sheraton Hotel
# = Number of CEC's
Reservation
Website:
Reserve
Your
Room Online:
https://www.starwoodmeeting.
https://www.starwoodmeeting.com/events/start.action?id=1502230408&key=BF9FC04
com/events/start.action?id=15022
# = Number of CEC's
30408&key=BF9FC04
The Tarheel Director
North Carolina Funerals Directors Association • Page 3
Page 21
EXPO
Speakers
The 2015 NCFDA Convention Exposition
busiNess sessioN
NFDA Certified Crematory Operator
Upping Your Game
A Will for the Woods
Monday, May 11, 2015
8:30 AM- 4:30 PM
Tuesday, May 12, 2015
8:00 - 9:45AM
Tuesday, May 12, 2015
10:00 -11:45AM
NFDA Certified Crematory Operator
Program™ seminars provide participants
with instruction in the best practices
for safe, proper, and ethical crematory
operations and for excellence in service
to cremation families.
Seminars cover all topics required
by statutory law in the states mandating
certification of crematory operators, and
are designed to develop understanding,
skills, and a broad working knowledge
of the proper operational procedures for
crematory operations as well as required
and prudent administrative duties.
Cremation litigation is on the rise.
Protect your firm through cremation
due diligence practices and provide your
families with the best cremation service
possible.
Registration Includes training
materials, lunch and refreshments. .
Doug Gober began his funeral service
career thirty-six years ago as a casket
representative.
in 1995, he joined The Doody Group,
as Executive Vice President working
in the UK, where he ran European
Operations.
Doug was a pioneer in developing the
York Merchandising Systems, now
being offered in 6,000 funeral homes
in North America.
in 2011, joined Carriage as Director of
Development and Marketing,where
he formed and implemented training
programs to improve the service
and merchandise offerings of the
Company.
in 2012, Doug joined Wilmington, NC
based Live Oak Bank, helping Loan
officers connect with those in death
care management.
In 2014, he formed Gober Stategic
Capital to broaden his counsel and
services to in the death care business.
Dyanne Miller Matzkevich has been
a cemeterian for the past 11+ years
at Pine Forest and Gethsemane
Memorial Gardens. She is a graduate
of ICCFA University, a certified
celebrant, and has served as President
of the NC Cemetery Association. She
has served on the Board of Directors
for the Southern Cemetery, Cremation
and Funeral Association and currently
serves on the Green Burial Council
Board of Directors.
PRICES:
$395
NFDA/NCFDA Member
$425
Non-Member Funeral Director
$395
Non-Funeral Director $395
$295
NFDA/NCFDA Student Mbr
Mike Nicodemus (pictured)
NFDA Vice President Cremation Services
Upping Your Game highlights many
approaches and proven techniques
available to increase efficiencies
within the industry.
Dyanne conceived and developed
the Garden of Renewal at Pine Forest
Memorial Gardens—the state’s only
Green Burial Certified Natural Burial
Ground. This has been recorded in the
multi-award winning documentary,
A Will for the Woods, which is being
shown around the world and across
the United States.
Dyanne resides in Wake Forest with
her husband, Bill. She has three grown
sons, Brett, Brad and Billy.
Business Session
Wednesday, May 13, 2015
9:00 AM -10:00 AM
Looking back over a past year and its
results is always helpful in setting goals
for the year to come.
Page
22 Annual Educational Conference & Exposition • May 12 - 14, 2014, Hilton Wilmington Riverside, Wilmington,
The Tarheel
Director
127th
NC • Page
4
Officially Open Tuesday, 1- 4:30pm
This involves many factors, none more
important that being fully-engaged
in understanding the needs of our
membership.
Thousands of square feet of exhibitors, all under a single roof makes for one of
the premier industry Expos in the Southeast.
For this reason, we will not only present
our plans for a dynamic way forward,
but will also ask for your suggestions in
driving our association forward.
Come and experience our New
Beginnings and be a part of our
industry’s future within North Carolina.
moTowN • beAch • Rock N Roll • Top 40 • clAssic Rock
Immediately following the Business
Session, please join in a Memorial
Service and Brunch at the Sheraton
Michael Watkins
NFDA Senior Vice President of Operations
Register here:
http://www.ncfda.org
Sneak Preview 6:30-7pm Monday, May 11th
For this year, we are planning to succeed
in new ways... (New Beginnings).
Tues 12Th 6:30pm - Rock The NighT AwAy
celebRATe NcFdA’s New begiNNiNgs!
ANd
rEmEmbEring
The Tarheel Director
North Carolina Funerals Directors Association • Page 5
Page 23
NCFDA Golf
Tournament
ADVERTISERS
The Crossings Golf Club is locally owned and operated. The owners
are originally from North Carolina and are now Triangle residents. With
over 30 years of experience in the hospitality industry and more than 40
years experience as a Member of the Professional Golfer’s Association
of America, the leadership is well qualified to provide you a great day
of golf and fun. In addition to an enjoyable round of golf, The Crossings
offers excellent food and beverage service from The Mallard Grill.
Complete your day watching golf and other sports on the two large
screen televisions. Have your choice of cold beverage with a burger,
wings, a large variety of sandwiches, a salad or a great golf course hot
dog to end your day.
NCFDA GOLF CHAIRMAN
Troy Matthews
Date:
Place:
Monday, May 11, 2015
The Crossings Golf Course 4023 Wake Forest Hwy, Durham, NC 27703
http://www.crossingsgolf.com
Time:
9:15 AM Registration; 10:00 AM Tee-Off
Lunch:
Included
Limited: Limited to the first 60 golfers registered and paid
Teams:
You may put together your own team or play individually.
Game:
To Be Determined:
Includes: Green fee, cart, lunch, gifts, prizes, etc.
Prizes:
Prizes to be split between teams
•
Top team: Golf Bags
•
Top 5 teams will draw for prizes in random order
•
Gift certificates for Longest Drive and Closest to the Pin
•
Names will be drawn for all other prizes
Mulligans: $5 per mulligan per team with two maximum
Cost:
$65.00
NCFDA GOLF SPONSORS
(As of publication date)
Tournament Sponsors ($600)
Golf Bags
Imperial Vault Company
FEE
MULLIGAN
$5.00
Beverage Cart ($500)
Rouse Mortuary Service
Hole Sponsors ($200)
Columbian Life Insurance Co.
AVG
SCORE
$65.00
$
2
$65.00
$
3
$65.00
$
4
$65.00
$
$600.00
$200.00
$
TOTAL GOLFING (Itemised on neigboring
master conference form
human remains to over 70 destinations coast to coast. We understand the
care and respect that is required when transporting loved ones to their
final resting place. You can count on our history of reliability the next time
you need help delivering peace of mind.
For more information, contact our Southwest Support ® Customer Care Center
at (888) 922-9525 Monday–Friday between the hours of 6:00 am and
9:00 pm (CT) and Saturday–Sunday between 8:00 am and 5:00 pm (CT).
®
We get your funeral bills paid!
If your clients just won’t pay their funeral
bills, rely on the only NCFDA endorsed
collection agency
•
Experienced collection
team dedicated to death
care accounts
•
We combine firmness
with compassion to
collect the most money
•
We preserve your good
name and reputation
•
Over 20 million dollars
collected for our clients
$
Contact: Jane Suter
Toll free - 800-509-5542
MUST INCLUDE PAYMENT BY DEADLINE: May 6, 2015
Client Funeral Financing

Low Monthly Payments 
Fast Credit Decisions 
Funding in 48 Hours 
Promo�onal Programs www.helpcard.com 877‐834‐0550 Pay on line at: http://www.ncfda.org (On right UNDER header, click PAY NCFDA and follow directions. Fax this form to NCFDA)
If you do not preregister, please be prepared to make payments on site. via cash, check or credit card.
NCFDA, 5860 Faringdon Place, Suite 2, Raleigh, NC 27609 * Fax: 919-876-5382
Firm: _________________________________________________________________________________________________
Address: _______________________________________________________________________________________________
City/State/Zip: _________________________________________________________________________________________
Phone: ____________________________________
E-Mail: _________________________________________
Page 24
Southwest Airlines ® Cargo provides professional and reliable transportation of
Service to Greenville-Spartanburg, SC and Charleston, SC begins March 13, 2011.
Service to Newark Liberty International Airport (EWR) begins March 27, 2011.
TOTAL
1.
Tournament Sponsor
Hole Sponsor
Access Financial Services (ITS). . . . . . . . 1 5
Addvantage Casket. . . . . . . . . . . . . . . . 11
ASD: Answering Service for Directors 12
Affiniscape Merchant Solutions. . . . . . .15
Atlantic Coast Life Insurance. . . . . . . . . .29
Bill Black Cadillac. . . . . . . . . . . . . . . . . . .8
Columbian Life Insurance. . . . . . . . . . . . 21
Custom Air Trays. . . . . . . . . . . . . . . . . . .14
Directors Advantage. . . . . . . . . . . . . . . . .19
Director's Choice Credit Union. . . . . . . .28
Federated Insurance Co.. . . . . . . . . . . . . . 30
Help Card. . . . . . . . . . . . . . . . . . . . . . . . . 25
Hunter Warfield . . . . . . . . . . . . . . . . . . . .25
International Trust Services . . . . . . . . . . . .15
Matthews International. . . . . . . . . . . . . 16
NC Victims Assistance Network. . . . . . .12
Progressive Enrironmental. . . . . . . . . . . 2
Shields Southeast Sales. . . . . . . . . . . . . . .21
Southwest Airlines Cargo. . . . . . . . . . . . . 25
Wilbert Manufacturers of NC . . . . . . . . . 7
Lunch ($750)
Investors Heritage Life Ins. Co.
Please assign the following individuals either to: ____ SAME TEAM ___ AS INDIVIDUALS
GOLFING - NAME OF PLAYER(s)
LET OUR RELIABILITY
SHOW YOUR DEPENDABILITY.
The Tarheel Director
127th Annual Educational Conference & Exposition • May 12 - 14, 2014, Hilton Wilmington Riverside, Wilmington, NC • Page 6
3111 West MLK Blvd. 2nd Floor
Tampa, FL 33607
Tel. 800-509-5542 * Fax. 813-283-4464
email: [email protected]
www.HunterWarfield.com
The Tarheel Director
Page 25
NCFDA Member Firm
$125.00
Non-Member Funeral Home**
$185.00
Student (With Current School ID)
TOTAL
.org
FEES
$50.00
Additional Exhibitor (Over the 4 complimentary with each booth)
$125.00
Non-Exhibiting Vendor
$200.00
- $25 per
attendee
Early Bird Discount - (Total of All Full Registration Attendees Submitted, prior April 15th, 2015)
ONE DAY ONLY REGISTRATION: TUESDAY OR WEDNESDAY
FEES
NCFDA Member Firm
TOTAL
$95.00
Non-Member Funeral Home**
$140.00
NCFDA Member Exhibit Only
$30.00
Non-Member Exhibit Only
$45.00
GOLF TOURNAMENT (Attach Golf Tounament Entry Form on Adjacent Page )
PLAYERS
Total Golf Entry Fee(s) See Adjacent Page Golf Totals
TOTAL
____ Players
OTHER
FEES
WELCOME BANNER: You or your firm listed on a publically displayed banner(s) Qty _________
Celebrating New Beginnings: Awards, Investiture of Officers and live band “Midnight Allie”
Our Sponsors... Making a World of Difference!
Gold . . . . . . . . . . . . . . . . . . . . . . $4,000
Arnold-Wilbert Corp.
Visionary . . . . . . . . . . . . . . . . . $2,000
Bill Black Cadillac
Alliance . . . . . . . . . . . . . . . $1,500
ASD: Answering Service for Directors
Doric Mfg. of North Carolina
Friend . . . . . . . . . . . . . . . . . $1,000
Aurora Casket Company
Batesville Casket Company
Custom Air Trays
NFDA
TOTAL
x $125.00
$50.00 $
TOTAL AMOUNT ENCLOSED
$
Booster . . . . . . . . . . . . . . . . .$500
*Employees and spouses of member funeral or member branch locations as well as any out of state NFDA members
**All fees paid above the member fee can be applied toward membership should the firm wish to join NCFDA.
NAME BADGE INFORMATION Ex: Jonathan A. “John” Doe
Mbr/N-Mbr
Select Day
1
Full Tues Wed
2
Full Tues Wed
3
Full Tues Wed
4
Full Tues Wed
5
Full Tues Wed
Other
Amount
5860 faringdon placE, suitE #2
ralEigh, n.c. 27609
p.
f.
MUST INCLUDE PAYMENT BY DEADLINE: May 6, 2015
NCFDA, 5860 Faringdon Place, Suite 2, Raleigh, NC 27609 * Fax: 919-876-5382
Firm: _________________________________________________________________________________________________
Address: _______________________________________________________________________________________________
City/State/Zip: _________________________________________________________________________________________
Phone: ____________________________________
E-Mail: _________________________________________
North Carolina Funerals Directors Association • Page 7
NCFDA
North Carolina Funeral
Directors Association
Pay on line at: http://www.ncfda.org (On right UNDER header, click PAY NCFDA and follow directions. Fax this form to NCFDA)
If you do not preregister, please be prepared to make payments on site. via cash, check or credit card.
Page 26
www.
FULL REGISTRATION
monday, may 11th - wEdnEsday may 13th
MASTER CONFERENCE REGISTRATION FORM
128th Annual NCFDA
Educational confErEncE
• shEraton downtown ralEigh •
All participants must pay a registration fee and wear a name badge for admission to all NCFDA convention functions except social events with entry fee.
Registration may not be shared or split between two or more persons. FULL REFUND with cancellations received by 4:00 PM on Wednesday, May 6, 2015.
NCFDA /Expo
NCFDA Pre
Registration
TAKE ADVANTAGE OF OUR EARLY BIRD SPECIAL...
REGISTER BEFORE APRIL 15 & RECEIVE $25 OFF FULL REGISTRATION
The Tarheel Director
919.876.7886
919.876.5382
Addvantage casket
Columbian Life Insurance Company
Matthews Funeral Home Products
Miracles In Sight
Winston-Salem Casket Company
Pioneer . . . . . . . . . . . . . . . . . .$250
Homesteaders Life
New begiNNiNgs...
New VAlue
We’re Proud to Offer Specialty or
Personal Vehicle Loans at COMPETITIVE RATES!
We’re Proud to Offer Specialty or
DirectorsChoiceCU.com • 800-593-5920
Personal Vehicle Loans at COMPETITIVE RATES!
DCCU is Another GREAT Member Benefit of NCFDA.
DirectorsChoiceCU.com • 800-593-5920
A service of the New York State Funeral Directors Association, Inc.
We need you...
to send us your news!
Why Choose Atlantic Coast Life?
All members - please be sure to send your
stories, news releases and photos for
NCFDA publication committee to review
for consideration in the Tarheel Director.
• Morethan85yearsofexperienceinservingfamilies
• Highlycompetitiveandflexiblearrayofpreneedlifeandannuityproducts
• Hassle-freepaperworkandpromptpaymentofclaims
We are looking to publish stories and news
with a wide array content so, don't be shy!
Call Toll Free 877-663-7464 Today for more Information!
Since
Please send your suggestions and attached
photos to:
SC
F DA
PO Box 20010 • Charleston, SC 29413
[email protected]
Reference: Tarheel News
toll free 877.663.7464
fax 843.763.8670
Let's Read All About US!
Page 28
1898
www.aclico.com
The Tarheel Director
PN-1201_R0912 (SC NC GA)
Atlantic Coast Life is the endorsed Preneed Provider
by both the North Carolina and South Carolina
Funeral Director’s Associations. Under organizational
guidelines, the South Carolina Funeral Director’s
Association disclaims all warranties of performance.
This Wasn’t Supposed
To Happen
Harassment
Fines
Fire
Injury
Lawsuit
Theft
Retaliation
Natural Disaster
Federated Insurance
is here for you before,
during, and after a claim.
It’s Our Business
to Protect Yours®
Visit www.federatedinsurance.com
to find a representative near you.
*Not licensed in the states of NH, NJ, and VT. © 2015 Federated Mutual Insurance Company
Death