Technology in the Funeral Home
Transcription
Technology in the Funeral Home
July-August 2014 Technology in the Funeral Home ALSO IN THIS ISSUE Early Bird Registration Open for 96th Annual Meeting Special Annual Meeting Session to Focus on Selling Value Courtesy Card Statutes Expand Service Opportunities Air Shipments Require Proper Preparation, Proactive Monitoring Board of Directors Lance C. Larkin, President Salt Lake City, UT, Group 6 801-363-5781 [email protected] July-August 2014 4ECHNOLOGYINTHE&UNERAL(OME 2 4 6 11 16 2 Ed Camp: Cloud-based Computing Opportunities 4 Courtney Gould Miller: Successful Funeral Home Blogging 6 Steven Crawford: Funeral Tech Includes Live Online Chat Owen Sound, ON, Group 1 519-376-3710 [email protected] R. Bradley Speaks, President-Elect Independence, MO, Group 4 816-252-7900 [email protected] James H. Busch, Secretary-Treasurer-Elect Also in This Issue Cleveland, OH, Group 2 216-741-7700 [email protected] 8 Ann Ciccarelli, Neil O’Connor Named to Selected Board Mark T. Higgins 10 Early Bird Registration Open for 96th Annual Meeting 10 Schedule of Upcoming Selected Meetings Durham, NC, Group 3 919-688-6387 [email protected] 11 Special Annual Meeting Session to Focus on Selling Value J Mitchell 12 Sarah Pojanowski: Courtesy Card Statutes Expand Service, Maryland Enacts New Transportation Legislation Kilgore, TX, Group 5 903-984-2525 [email protected] 14 Family Follow-Up Survey Program Provides 2013 Summary Adam B. Robinson Jr., Ex Officio 16 Frank Kaiser: Air Shipments Require Proper Preparation, Proactive Monitoring Pine Bluff, AR, Group 5 870-534-3131 [email protected] 17 Statistics Show Decrease in Funeral Home Operating Costs Executive Director Our Membership 20 W. Bruce Tannahill, Secretary-Treasurer 20 MemberProfile:ChristyTaylorChaney 22 Remembering Our Colleagues 22 Member News 23 Educational Trust News Our Preferred Partners 7 Messenger Stationery 8 Federated Insurance 19 Johnson Consulting Group 25 C&J Financial, LLC 25 Southland Medical Corporation Back Cover Robert J. Paterkiewicz Deerfield,IL 1-800-323-4219 [email protected] The Bulletin Volume 97, Number 4 The Bulletin (ISSN 1533-7197) is published bimonthly by Selected Independent Funeral Homes, 500 Lake Cook Rd., Suite 205, Deerfield,IL60015 PeriodicalpostagepaidatDeerfield,IL. Toll-Free: 1-800-323-4219 Local: 847-236-9401 Fax: 847-236-9968 Live Oak Bank POSTMASTER: Send address changes to: The Bulletin, Selected Independent Funeral Homes, 500 Lake Cook Rd., Suite205,Deerfield,IL60015. selectedfuneralhomes.org ©2014 Selected Independent Funeral Homes 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]. 9!D!$A!X#MC!e9 Using Technology to Improve Your Business and Enhance Its Services to Families By Rob Paterkiewicz, Executive Director How would you rate your knowledge of technology? For our purposes here, let’s agree that the word technology includes the gamut of hardware, connectivity, social media, etc. I get a kick out of those who claim they are tech-challenged or know very little about it. Ironically, the smartphone they are talking on gives them functionality and data access that wasn’t available anywhere in the world just ten years ago! I suppose that’s a key aspect of today’s technological tools—they are built for us to use with ease and without the need for special knowledge. discussion groups—at forums.selectedfuneralhomes. org. We are eager to hear your own innovations and uses of technology to drive your business forward. Consumer Campaign Update The consumer-education program, Have the Talk of a Lifetime, launched by the Funeral and Memorial Information Council (FAMIC), is gaining significant exposure. In addition to the many funeral homes using the materials and connecting families to the helpful resources at talkofalifetime.org, an extensive digital marketing campaign is underway producing some powerful results. In running your business though, decisions have to be made on what tools to use and how. It can be daunting to consider all the technology available today, to say nothing of what will come in the near future. It’s easy to be too conservative or to focus on new innovations and neglect important fundamentals. There’s a balance you must achieve in keeping your eye on the business and on what lies ahead. There are important questions you should be asking about your firm. Are we taking active steps to harness the many uses of technology? Are we properly budgeting for innovation? Are we paying attention to our fundamental services while blending in new offerings that our families want? Technology impacts our lives in ways we don’t even realize. It influences our decisions, our experiences, our friends and our customers. As you spend time reading this issue of The Bulletin, consider the advances your firm has made in the use of technology and also consider where improvements should be made. You’ll find a wealth of ideas and instruction in this issue on such things as leveraging Cloud-based services [Page 2], enhancing your community outreach through blogging [Page 4] and expanding your website with live chat service [Page 6]. I invite you to share your thoughts with each other in The Forum at Selected—our electronic In a little more than two months, the Have the Talk digital banner ad has appeared online 15 million times, resulting in over 15,000 total clicks from web users! We have two more months scheduled and are expecting even stronger results. Make sure your firm is sharing this important message with all you serve and communicate with. There always are new tools and resources available for your firm to use at famic.org/campaign. Contact Headquarters for the username and password to access the private area and for more information. 1 <LG!IED#=48!#A!$= Cloud-based Computing Offers New Opportunities and Resources for All Funeral Homes Ed Camp of Solex Technology Group, St. Charles, MO, spoke to members of Selected at the recent Spring Management Summit in St. Charles. Solex provides solutions for integrated IT and communication optimization. Ed spoke to the Summit audience about Cloud-based opportunities for funeral homes. Can you give us an overview of your Summit presentation? “I provided a definition of the Cloud. It’s a word people hear a lot these days, but they may not understand what it really is or how it can be of use to them. The basic idea of the Cloud has been around for decades. In its simplest form, the term refers to any application or service you use remotely via the Internet—whether you’re accessing a stored document or running an application program. It’s the modern evolution of computer hosting, but with a wider range of product offerings and service levels. “Then I explained some of the key products and services available within the Cloud environment that funeral homes can readily utilize to their benefit and show an excellent return on investment.” What are the benefits? “The biggest advantage is the Cloud’s enterprise-level security, applications and services. Typically, a small business wouldn’t otherwise be able to afford all the benefits it can get from the Cloud. The Cloud’s low, fixed cost means business owners don’t have to worry about expensive upgrades every few years. “Support is another major benefit. For example, clients of Microsoft Office 365 receive free, 24/7 support. That means a company’s IT person can focus on more proactive measures rather than having to constantly react to issues.” How secure is Cloud-based computing? “There still is a lot of misinformation out there about 2 Cloud security. When people hear about large companies like Target being hit by cybercrime, the immediate assumption is that the Cloud and the Internet are unsafe. “However, when you use a typical, Cloud-based service such as Office 365, you have a team of security experts working day and night to ensure that the servers and applications—and most importantly, your data—are secure. Microsoft serves major companies like Toyota, Hyatt and J.C. Penney which use the same platform as your funeral home would. You get enterprise-level security and a team of security specialists providing the very latest security features. “Another consideration is redundancy and backup. Most Cloud providers have multiple data centers. So, if a natural disaster were to impact two servers in the United States, there might still be seven or eight other servers around the world protecting your information.” How should funeral home owners approach moving to the Cloud? “It’s important to understand that the Cloud is just one aspect of their infrastructure. They should look at IT as a whole. I always recommend that owners and managers first identify their company’s needs and the software applications they want to use. They should create an inventory to determine which aspects of their technology need to be enhanced, merged or eliminated. Then, they can put a game plan together to accomplish their goals. “Most people tend to be reactionary. If something goes wrong, they go out and purchase a new piece of hardware or software to solve a specific issue. This can quickly become piecemeal. Instead, a holistic approach is needed. Only then can you determine if software packages are overlapping or if some hardware devices are redundant—causing more problems than benefits. “Cloud-based or unified systems can enhance an organization’s efficiency, dramatically reduce its cost and increase overall performance. And you don’t have to worry about application software becoming outdated. Usually, when a new version comes out, you have the choice of moving to it immediately or waiting a little bit. A typical subscription to Office 365 Small Business Edition is $12.50 per user per month. With this, you get five copies of the latest version of Office Professional. That’s more than $2,500 worth of software you can access at the funeral home or from a laptop, smartphone or tablet. “Cloud-based technology benefits smaller firms even more than the larger ones, because it allows them to get all the advantages that, before, only the bigger companies could afford.” “Another nice thing is, you don’t have to worry about having a particular device or brand, as Cloud-based applications can pretty much run on anything— Windows, Apple, Android, etc. This is what the world is moving to and what’s driving the Cloud— being able to access information on whatever major hardware platform you choose to use. “Last year alone, Microsoft invested some $8.6 billion in Cloud technology—almost 90 percent of its research and development budget. Major companies like Microsoft and Apple know they are going to have to become universal when it comes to platform support or they are going to lose market share. And that’s what’s really driving all this.” What kind of work have you done for Baue’s? “At first, they just wanted to update their audiovisual system. But I explained that instead of doing bits and pieces as an issue arises, they needed to identify their needs as a whole and express them to vendors, rather than having each vendor guess and come up with their own solution. I explained that a unified system is going to be easier to support and manage. And utilizing the Cloud would give them more flexibility for adding additional services, if they choose, in the future. “We’ve created an audiovisual system that allows our clients to control everything through an iPad, and it greatly simplifies the AV side of funeral services. In most funeral homes, you typically have one or more racks of various kinds of equipment, not all of which may be designed to work together. Typically, funeral directors have to go into the closet and adjust the settings for all the different devices. “We’ve simplified that, using an industry-recognized product, and then we customize it depending on the client’s needs. They are able to access music, video and picture files via the Internet and from the Cloud—either from the touchscreen of a tablet device or from a simplified wall switch with specific buttons to control actions. Concludes on page 9 Ed Camp explains audio-visual control systems to Spring Management Summit participants. 3 <LG!IED#=48!#A!$= Planning Ahead and Choosing the Right Team are Keys to Successful Funeral Home Blogging Courtney Gould Miller is a practicing attorney and litigator in Los Angeles, CA, specializing in international business law. She is an avid blogger who writes about China and Chinese law at chinafulblog. com, and serves as a consultant on blogging and social media for her parents’ deathcare marketing firm, MKJ Marketing. She was a featured speaker at this year’s Spring Management Summit in St. Charles, MO. We followed up with Courtney to get feedback about her session on blogging for funeral service. How did Summit participants respond to your presentation? “I found that people had a strong understanding of the reasons for blogging—why it’s worth their time and investment for their business. So I was able to focus on how they can leverage their resources and staff to blog most efficiently, develop a community of readers and give families a reason to choose their firm. Many of the firms already have blogs, so we had a very interesting dialogue, sharing the challenges we face as well as new ideas for creating Courtney Gould Miller content and attracting followers. “How to get more followers is the fundamental question in blogging and social media, so we discussed various approaches. Lisa Baue of Baue Funeral Homes, Crematory, & Cemetery in St. Charles, MO, shared that her firm donates a dollar to a local charity for every Like it receives on Facebook. She said it’s been incredibly successful, and I think it’s a great way to not only build followers but also build recognition of your funeral home within your community.” What other points were of most interest to participants? “I received a lot of questions about outsourcing— trusting others, whether inside or outside your firm, to help with maintaining your blog. Should you hire a college student or part-time intern to manage your blog and social media? That’s certainly an option, but I don’t recommend it. If you outsource to someone who is not experienced in the profession, understands 4 the tone of your business and can write in your ‘voice;’ they cannot create appropriate content, and that can lead to problems. “Summit participants actually shared some of their own experiences where they trusted someone with limited knowledge. The resulting content was off-tone. Of course, in the funeral service profession, it’s incredibly important to have the right tone in what you are sharing with your community. Another topic we discussed in depth in the session was ‘voice’— finding the style of writing for your blog that fits you and your brand. “Summit participants were very interested in learning my tips on working with social media outsourcing. I recently did a major update and facelift to my blog, and I worked with MKJ Marketing’s team to manage social media for me. In order for a Twitter presence to be successful, you need to be posting to it at least eight to ten times a day. As a lawyer, I don’t have time to do that. So it’s been really great having a community manager from MKJ handle social media for me on a daily basis. Plus, I’ve seen a dramatic increase in my Facebook and Twitter followers—about a 500-percent increase, in fact! I now have many more Likes and more interaction with people responding to the unique content we post. All of this translates into more blog readers. “To use outsourcing successfully, you need to work with your social media team or community manager in a collaborative way, to ensure that the tone of your posts is correct. At first, you’ll need to check and adjust content before it goes out. And it’s important to show where you have made adjustments to match your voice. If you have previous material you have written, use it as a benchmark to show what is appropriate. After that, you can begin turning more responsibility over, and the process becomes seamless. It’s just a matter of putting the work in up front, so everyone is on the same page with execution and goals. “There are areas, however, that any outsourced agent should stay away from. For me, I do not let my community manager write anything about the law, because I need to take personal responsibility for making sure that content is accurate. For a funeral home, it might be funding options or Funeral Rule compliance that needs to be handled by a licensed funeral director.” Did you share other best practices at the Summit? “Y for example, one of the areas in which “Yes, business blogs often struggle is being consistent. People who blog for a living may be able to post one or two times a day, but that’s not feasible for us who are blogging to support our primary profession. But the more you can blog the better, so setting up procedures and a posting calendar are crucial. You can assign different staff members to post on different days, so you can get content out on a regular basis. “People new to blogging feel they need to post immediately, but it’s much better to schedule your immediately posts for certain days. For example, I only post on Mondays, Wednesdays or Fridays. That doesn’t mean that I post on each of those days every week, but I don’t post on Tuesdays, Thursdays or the weekend. This kind of schedule helps develop a relationship with your readers, so they know when to expect new content from you. It builds trust with them and also allows you to better manage your time. “The blogging platform I use is W WordPress, and it makes it easy to schedule posts. So, even if you have time on a Saturday night to write a blog post, don’t put it out at that time, because you’re not going to get many readers. Save it for your normal post date. Weekday mornings are a great time to publish a blog. But again, it’s essential to blog on a regular basis, even if it’s only twice a month. “Another best practice is planning ahead. Even though a blog is meant to be informal, it can’t be managed in a random fashion. Funeral directors should be busy taking care of families, so the process of connecting with their community through blogging should be as easy as possible for them. This means utilizing all the resources available. If there are people on staff who have a knack for photography or are good writers or understand the tech side of things; entrust them with certain responsibilities, so the team shares the effort and helps make blogging an efficient process. “If someone on staf staff has the aptitude for blogging but not all the information or skills, there is plenty of training and assistance available. I provided resources at the back of my presentation handout that lists books, articles and other blogs that can help people learn more [Available at selectedfuneralhomes. And, if Selected members have further questions, they should feel free to reach out to me for assistance by contacting MKJ Marketing, mkjmarketing.com.” org/past-summit-materials]. How did the update to your own blog go? “Really well! I’ve been getting a lot of great comments from readers. The entire blog got a facelift, and all the graphics and functionality were updated. We added an email and social media subscription tab on each page to make it very easy for people to follow my blog and receive updates. We’ve gotten many new readers from that. We also added listings on the side of each blog post that suggest additional, related things the reader might be interested in. It’s been well received. It draws readers further into the blog and creates more of a relationship with them. “My previous blogging platform was Squarespace. If you want to do your blog entirely in-house, without the help of a graphic designer or web developer, I recommend Squarespace, because it’s very user-friendly. When I first started, I knew nothing about blogging, so I learned it from the ground up, and this platform worked well for me. But now I have taken the next step with WordPress and MKJ’s design team. The old blog looked fine, but when you compare it with the new one, as I did during the presentation, there really is no comparison. It looks fantastic, and I am excited to continue growing my readership as a result.” Any final thoughts? “One of the most important things to understand about blogging is how it can support all aspects of your business and everything in your business can feed to your blog. A business blog can grow your presence in the community and your rankings on the web, improve your marketing efforts and help you serve families with constant, top quality information. “At the same time, positive feedback you receive from families and press that comes your way can be used to bring more attention to your blog. In fact, I’ll take this opportunity to encourage Selected’s members to subscribe to my blog for weekly insights on everything you’d like to know about China. I have to practice what I preach!” 5 <LG!IED#=48!#A!$= Using Technology to Create New Front Doors By Steven Crawford, Directors’ Choice There are very few, if any, sectors of society where first impressions are more important than in the funeral profession. Funeral homes want to convey expertise, empathy and compassion as the first and lasting impression of their funeral Steven Crawford homes. Owners, managers and funeral directors all continue to strive to exceed expectations on appearance, customer service levels and first impressions. It was not that very long ago that a nicely decorated building and a professional, caring staff was enough to give a favorable first impression. But as society has evolved with technology and challenging economic times, there are many more “doorways” into your funeral home that represent the professional and caring first impression that you want to convey to the public. There is a lot to consider in 2014 when it comes to marketing your funeral home. Everyone strives to put the best foot forward when someone comes through the front door. We just have to remember that the “front door” now includes your answering service, your social media and your website. Every one of these “doors” needs to represent 6 the image and reputation that you have worked hard to build and you need make sure that they are well maintained. Answering Service. You need to ensure your answering service is representing you well. Many callers have never had to call a funeral home before and are not sure what to expect. The person answering your phone is your funeral home to the caller, whether it is your in-house staff or the after-hours service. Many answering services allow their clients to monitor recordings of their calls. But, have you ever monitored your in-house staff to see if they meet the same standards? A tried and true business practice is to inspect what you expect. Try making a mock call to your answering service or to your in house staff. Watch, listen and encourage your staff as they interact with your families. It is much easier to take a proactive approach to your image and reputation than it is to react to a bad review from a family that you served. Social media rapidly is becoming an important door to your funeral home. It is astonishing how Facebook, Twitter, Google+ and others are becoming part of our everyday language. Are you learning the many ways you can reach families and future clients by using these new tools? Again, you need to !"#$%#" !"#&#""#'(!)"*+#" make sure that these portals are truly representing your funeral home’s image. Website. The funeral home’s website is another door into your funeral home. Ask your families what they think of it. Is it user friendly? Is it informative? Does it project the image that you want your business to have to the families that you serve and to your community? There are now consumers who research your firm online before picking up the phone or coming to see you. Websites are continually evolving as well. Consumers can now start their preplanning online. Live Online Chat. Another part of the online evolution is live chat on your website that can capture a price shopper or even take first-call information. Who would ever have thought that a first-call would be taken via a chat function? In today’s mobile and instant society of smartphones, tablets and web surfing, we all need to keep up. I can recall stories of families going to the funeral home to report a death. Now they can “chat” the information and expect the same level of customer service as they would receive in person. Directors’ Choice is the first funeral home-specific answering service to provide the web chat feature exclusively to its clients. Dealing with both urgent and non-urgent calls constantly, our agents have a naturally empathetic manner of communication with all varieties of customers, particularly prospective client families. Given the years of experience of all our agents, there is no question that this passion can be conveyed regardless of the method of communication. I personally have seen this develop, and live chat is fast becoming a tool that the general public is looking for, whether it is for genealogy research, sending flowers or reporting a death. Live chat is a cost-effective way to instantly look after inquiries. Questions can be answered in real time, giving customers a sense of being taken care of rather than forcing them to pick up the phone, visit the location or try to locate the answer themselves on the Internet, if the answer is even there. Live chat is more effective than e-mail, as the customer does not have to wait an uncertain amount of time for a response; they have a virtual representative assisting them immediately. Most chat services are only available during business hours. Others, like ours, are available 24/7. The chats are even recorded and emailed to your phone or computer. This profession has seen some exponential changes over the past few years, but what will the future bring? We cannot lose sight of the basics of customer service; the customer still wants to feel looked after. You can have all of the technology and gadgets available and still fall short if they do not reflect your commitment to excellent customer care. Your first impression at the “front door” should always show your commitment to your families and that you can look after them in their time of need. Steven Crawford has worked with Directors’ Choice, the award-winning funeral industry answering service, for 15 years as customer service supervisor, training manager, recruiting manager and in the marketing department. Directors’ Choice, dchoice.com, is a Selected Premier Partner and can be contacted at 1-888-920-1900. !""#$%&'()#*+,-(+%*$*#./+0#12$# '34-$&#!""#51+/$#+/#6++7($#8(%)9 800.827.5151 www.messengerstationery.com !"#$#%&#'()%*+*,% 7 Ciccarelli and O’Connor Named to Board of Directors Ann Ciccarelli and Neil O’Connor have been selected to serve on the association’s Board of Directors. They will officially join the Board during an installation ceremony at the 96th Annual Meeting later this year in Philadelphia, PA. Ann Ciccarelli will be the new Group 1 representative. She is Corporate Clerk/Secretary of Bisbee-Porcella Funeral Homes, Saugus, MA. “I would like to give back to the organization that has given me Ann Ciccarelli so much,” Ann said. “My parents’ encouragement of constant education allowed me to participate in Selected meetings which provided a stable foundation and the knowledge that I always would have support from my Selected family in whatever I tackled. “Through my service on the Board, I hope I can help guide the profession toward a more enhanced direction. With the ever-presence of the news media and social media, I believe the profession is not being given the proper respect. It is my hope that Selected’s position in this ever-changing world can elevate the level of esteem.” Neil O’Connor is President/CEO of O’Connor Mortuary, Laguna Hills, CA. He will represent Group 6 on the Selected Board. “Being a member has been Neil O’Connor pivotal in my overall experience and growth. Because of Selected, I have great resources at my fingertips and the ability to share best practices and critical issues with the best of the best. “As a Board Member, I will focus on programs that will aid fellow members in strengthening the following aspects of their firms: organizational health, succession planning, five-star hospitality, marketing and ceremonies.” The Selected Board of Directors includes President Lance Larkin, Group 6; Secretary-Treasurer Bruce Tannahill, Group 1; President-Elect Brad Speaks, Group 4; Secretary-Treasurer-Elect Jim Busch, Group 2; Mark Higgins, Group 3; J Mitchell, Group 5; and Ex Officio Adam Robinson Jr. www.federatedinsurance.com Federated Mutual IOTVSBODF$PNQBOZr'FEFSBUFE4FSWJDFInsurance Companyr'FEFSBUFE-JGFInsurance Company Owatonna, Minnesota 55060 | Phone 507.455.5200 | www.federatedinsurance.com *Not licensed in the states of NH, NJ, RI, and VT. © 2014 Federated Mutual Insurance Company 8 Ed Camp, from page 3 “For example, at Baue, a typical scenario is playing a memorial video. In the past, they would have to go through the steps of dimming the lights, stopping the background music and then playing the video and adjusting the volume. We’ve put all that into one button that uses preset standards. But they can also adjust any setting on the fly. “They also now have the ability for their client families to send content via the Internet through either an email attachment or a link to an upload folder. So, If a family forgets to bring in a favorite song or picture, it can be uploaded to Baue’s system and on the display screens within minutes. “In listening to the Baue staf staff, we learned they often receive pictures and videos in formats that were not compatible with their old system. Uploading files to the Cloud removes the requirement of using only certain file formats. They can now control all that, change formats, merge items and create playlists without the tedious steps. “Social media and electronic communication are becoming the foundation for connecting with people, especially among the younger generations. I foresee an increase in the number of people attending funeral services via the web. This is particularly helpful for out-of-town family and friends, for military personnel stationed overseas and for the elderly who can’t travel. We have to be prepared to offer these types of services, because they will become the norm in just a few years.” Is Cloud-based technology feasible for smaller firms? “Actually I think it benefits “Actually, smaller firms even more than the larger ones, because it allows them to get all the advantages that, before, only the bigger companies could afford. Although the return on investment can vary depending upon the size of the company, smaller firms can get a number of enhancements they normally couldn’t receive because their old infrastructure wouldn’t support them. “At Baue, we sat down and looked at all their applications before putting together a game plan. They had a few legacy applications that were running on old hardware with old operating systems. But the programs were important to them, so we moved them to a Cloud-based environment, so they are still available to use. Other services were effectively merged. We looked at everything from their Internet connection to all the ways they would access the Cloud. The result was a considerable annual savings!” What was the response to your presentation from Selected members? What surprised me was that everyone had questions, and they were specific questions. Participants were very inquisitive. They wanted to know the details of how Cloud access could be applied to their businesses. There was a wide range of questions, and I think it sparked a lot of interest overall. The Cloud is something most people just haven’t had time to focus on, or they feel they should wait because they assume it’s either extremely expensive or very difficult. But those concerns have been addressed with helpful migration tools and different paths that can be utilized to get a business moving over to the Cloud very easily.” What best practices can you share about moving to the Cloud? “One of the most important things is timing. Every company goes through a cycle of purchasing and replacing IT assets. The best time to move to the Cloud is right before a major investment in software or hardware is required. Baue was at that point. They were getting ready to update Microsoft Office. With the number of users they have, they were looking at about $40,000 worth of software. We were able to effectively eliminate that capital expenditure by moving them to the Cloud and switching to a monthly subscription. Plus, they were getting ready to purchase new servers, and there were a lot of other things coming in the near future, so the timing was perfect for them. “When it comes to the purchasing process, firms always should get bids from at least three sources. There are a lot of options available, but typically one or two will favor your particular environment. And be sure to consider the support options available. Do vendors offer support on the weekends? Also, owners and managers should seek input from the people who will actually be using the technology. Key staff should be present during discussions, because they will likely know the nuances of the firm’s actual needs. They can bring a lot of information to the table that can help streamline the purchasing process.” Solex Technology Group, solextech.com, can be contacted at 314-781-6700. 9 !XL$EAC4GED#NI47IE89 LN$48CG7#8!!ACG79 Early Bird Registration Now Available for Selected’s 96th Annual Meeting Visit selectedfuneralhomes.org/events-calendar for the latest listings. Selected members will come together in the great American city of Philadelphia, PA, September 17-20, for the 96th Annual Meeting. Hotel reservations at the Hyatt Regency Philadelphia at Penn’s Landing must be made by August 15, 2014. Visit selectedfuneral homes.org/annual-meeting for full details. Early bird meeting registration is now open. Selected’s Annual Meeting is the premier gathering of the best and brightest funeral professionals and offers a wide variety of compelling reasons to attend: • Connect with your fellow members. • Learn from dynamic speakers. • Recharge your batteries. • Obtain continuing education credit. • Access members-only functions and activities. • Discover fresh perspective. • Explore the history and culture of Philadelphia. The Selected Leadership Academy honored its first graduating class during the Leadership Conference held April 28-30 in St. Charles, MO. The conference featured training facilitated by Marguerite Ham, Academy Dean, as well as inspiring capstone presentations prepared by the graduating class. 10 September 17-20 96th Annual Meeting, Philadelphia, PA November 5 Group 2 Roundtable, St. Joseph, MI November 13 Group 2 Roundtable, Coraopolis, PA November 18 European Autumn Meeting, (TBD) 2015 January 25-29 NextGen Seminar, Lahaina, Maui, Hawaii June 27-30 European Conference, Plymouth, England Spring Management Summit Delivered Education, Valuable Take-Aways and Member Networking Nearly 80 members participated in the Spring Management Summit held April 30-May 2 in St. Charles, MO. In addition to engaging educational sessions, members enjoyed a tour of local Selected member firm, Baue Funeral Homes, Crematory and Cemetery, as well as connecting with colleagues. !XL$EAC4GED#NI47IE89 Special Annual Meeting Session To Focus on Selling Value Don Hutson is CEO of U.S. Learning, Inc. and an expert on achieving success through selling value. An acclaimed speaker and author, he will present a two-hour session at the upcoming Annual Meeting in Philadelphia. He recently spoke to The Bulletin about his philosophy on selling value instead of cutting price, and he offered a glimpse into what we will share with Selected members in September. How can funeral directors better sell the value of their services? “In order to sell value instead of cutting price, funeral directors must know how to talk with great expertise about the benefits of each offering. I will give some illustrations of how this can best be done. But a very key point is that everyone selling a product, service or idea today needs to have one basic understanding, which unfortunately is often overlooked; They need to understand how each individual customer defines value. We no longer live in a one-size-fitsall world. People today expect that major purchases, such as funeral services, will be tailored to their particular needs. “There are a couple of factors that can help the funeral director be successful at this. The first is, don’t ever suggest a solution without first asking some really good questions. We’re trying to figure out what the client families’ priorities are—what they most want and need. Knowing this puts us in a better position to make recommendations that will be understood and accepted. “I feel that asking the right questions is one of the most important things funeral directors can do. So many salespeople don’t ask enough questions, or when they do, they are not Don Hutson well-worded questions. So one of our goals always should be to ask great, well-thought-out questions. This, in itself, can help keep us ahead of the competition. “I love the phrase, In selling, as in medicine, prescription before diagnosis is malpractice. If we are not asking questions, we’re not performing due diligence in terms diagnosis. A lot of sales people just sell the products they like the best or like to sell. It might not be a good fit for the customer. But if we do a good job of asking questions and prescribing a solution that we feel is on target for a particular customer, we’re going to have greater success and enjoy a higher level of trust in our relationships with client families. “The old sales model is that the salesperson does most of the talking, gives their pitch, handles customer objections, closes the deal and moves on to the next sale. That is not the way to sell today. In fact, we should not give pitches but, rather, presentations. But if we are doing it right, we never give a presentation before we’ve done our needs analysis, because the information we gather is going to largely determine what’s in our presentation. “Today’s consumers do not want to be preached to or talked at; they want to be consulted with. So it’s our job to make the family feel important and really listen to what they tell us, as we gather information. I don’t like the term ‘close the deal’, because we are not closing anything; we’re actually opening a new relationship. We’ve confirmed the fact that we are now doing business with this family and serving them as honored clients. With this approach, they ultimately become advocates for our funeral home and help us maintain a positive reputation in the community, where word travels fast.” What other concepts will you present? “I usually begin with mastering the mind game. This includes everything from a funeral director’s attitude, motivation, determination and code of excellence—all the things they need to be thinking about as they prepare to meet with a family. Success really begins in the heart and mind of the sales professional. If our heart is not right, we risk being manipulative and self-serving. If our mind’s not right, we’re going to be vulnerable to rejection, negative input and all the other things that can throw us off the track. We need to be possibility thinkers who look for what’s right rather than what’s wrong in every situation. That’s what enables us to provide solid, positive solutions that customers will recognize and accept. Concludes on page 13 11 D!7ED#N!I9N!$ACM! Courtesy Card Statutes Expand Funeral Homes’ Ability to Practice to Neighboring States By Sarah Pojanowski General Counsel, Selected Independent Funeral Homes A number of states, most in the Midwest but expanding throughout the country, have passed laws permitting funeral directors or funeral homes in neighboring states to obtain courtesy card licenses upon payment of a small fee, usually in the range of $100-200 per year. These licenses typically allow funeral directors licensed in one state to conduct removals, oversee funeral ceremonies and engage in certain activities such as filing death certificates in a neighboring state. Most of these statutes preclude the funeral director from full practice within the state. For example, all prohibit embalming activity. These new programs offer funeral directors an exciting new opportunity to expand the reach of their businesses into neighboring regions without becoming fully licensed in those states. Sometimes a firm might not do enough business in a neighboring state to justify becoming fully licensed. But with this program, they can now expand into those markets, giving consumers new options and enabling firms to build their businesses outside their state lines. This is particularly true in courtesy card states where funeral directors are now permitted to do most activities except embalming and preparation. For funeral homes without a brick and mortar location in the neighboring state, the courtesy card program offers huge opportunities for growth. At the same time, these courtesy card programs come with some risks. One is the potential of increased state enforcement efforts. It is important to make sure that if your business operates near a neighboring state that you obtain the appropriate licensure and keep it up to date. Many of these courtesy card programs operate on a per-funeral-director basis instead of a per-funeral-home basis. As a result, it might make financial sense to designate point persons on your team to serve as the funeral directors who handle 12 calls to those states, so that you do not need to pay to obtain courtesy card licenses for every funeral director on your staff, which might prove cost-prohibitive. If you choose this route, however, it will raise scheduling issues to make sure that a funeral director with the proper licensing will be available to take calls at all times. It will be important to make sure that your staff is trained to identify when a courtesycard-holding funeral director is needed to attend to a removal or service and that proper protocols are in place to ensure calls are always handled by directors with the appropriate licensing. I have put together a spreadsheet identifying states with current courtesy card laws as well as a brief summary of the requirements of the laws of each state. To check whether this program is available in states close to you, you can download the spreadsheet at selectedfuneralhomes.org/courtesy-card-laws. If you have any questions about these programs, feel free to contact me at 1-800-323-4219 or [email protected]. Regulation of Mortuary Transport Services On the Rise In 2013, Maryland adopted new regulations for mortuary transport services in the state, MD Health Occ. Code § 7-602 (2013). The new regulations require mortuary transport services to obtain a special permit and license for each registered transporter used to transport human remains. The regulations exempt funeral homes and their vehicles, on grounds that funeral homes, including their employees conducting removals, are regulated by the Maryland Morticians Act. Cemeteries are also excluded from the regulations as they are likewise already regulated by the state. Florida also regulates removal services separate from funeral homes. Under Title XXXIII, Part 3, Section 497.385, the Sunshine State requires mortuary Concludes on next page Don Hutson from page 13 “I’ll also provide an in-depth section on differentiation. I love to ask people how their firm is different from or better than the competition. If they stammer or give me a weak response, I know they are in trouble; because they do not have a confident marketing stance from which to communicate with prospective clients. “Most people think there are only two types of differentiation— product and price. But my model actually has seven types of differentiation. I will discuss each of them and will show how to use them—how to go to market in a manner that clearly differentiates your firm from competitors on all levels. “The basic premise behind differentiation is that no business can be seen today as a ‘me too’ provider. We must have either special products, special solutions or special ways of delivering our services—something that makes the client family say, ‘Wow, these people are really good at what they do!’ That’s how we get referrals and a positive reputation in the marketplace. “Weaker businesses are perishing; only the strong remain. This means we now have to be the strongest of the strong if we want to prosper. We always need to be working on differentiating our offerings—always be thinking about a new twist that’s going to make the family feel comfortable and pleased doing business with us. “So I’d like Annual Meeting participants to be thinking about how they answer that question about how their business is different or better than their competitors. If they are not able to immediately make a strong, compelling case for their funeral home; they need to attend this session and take really good notes. They will learn some things that can help.” Can you give us an example of one of your other types of differentiation? “One of my seven types is relationship differentiation— what it takes to become a trusted advisor. It requires high integrity and strong expertise, but another essential component is followthrough. We must always do what we say we are going to do, and do it in a timely manner. If we are perceived as the expert with high integrity, and we do what we say we’re going to do, we are well ahead of the game. Most professionals are seldom three-forthree in this. Most drop the ball on at least one important opportunity to project a positive image and develop productive relationships.” Sarah Pojanowski, from page 12 transport services to obtain a separate license and to contract with the public through a funeral home or other provider, and not directly with the public. Other states seem poised to make similar expansions, and as more of these specialty players come into existence it is not surprising that state regulators will respond by expanding the reach of existing legislation to cover them. How does time management impact productivity? “My view of time management is that the most successful salespeople are the men and women who were able to compress more achievement than others into a given time frame. That means we need to be as productive as we possibly can, we must to prioritize what we need to do every day and we cannot let anyone get us off the track. There are all kinds of interrupters, issues and problems that can derail our effectiveness. Other people love to put their monkeys on our backs. So we need to reject those monkeys and do things the way we planned, as best as we possibly can. “The fact is, it’s really not time we are managing; because we all have the same amount of time available to us. It’s actually self management—insightful, thoughtful management of ourselves that enables us to be as productive as possible.” Be sure to register for the 2014 Annual Meeting to hear Don Hutson’s powerful presentation, as well as all the other great educational content and opportunities. Visit selectedfuneralhomes.org/ annual-meeting for more information. It will be important for firms using third-party providers to ensure they are licensed and to keep abreast of these regulations. Be just as careful with third party providers as with your own hires because, when conducting removals, they are just as much the face of your company as your employees are. If you have any questions about these laws, don’t hesitate to contact me at [email protected] or 1-800-323-4219. 13 8!8>!I#>!G!<CA9 Reputation, Experience and Location are Main Reasons Selected Firms Are Chosen Selected Independent Funeral Homes’ Annual Family Follow-Up Survey Program Summary Report Provided to All Participating Firms Members participating in Selected’s Family Follow-Up Survey Program were recently provided their own customized 2013 Summary Report which captured the past 12 months of feedback results received from their client families. Benchmark data also was provided, allowing members to compare their client satisfaction performance with their Selected peers as well as evaluate trend data. A total of 318 Selected firms received 12,702 surveys completed by client families during the program year of March 2013 to February 2014. A total of 280 client families completed their survey responses online, while 12,422 mailed their completed survey forms. Overall Satisfaction Levels Remain High. Satisfaction levels continue to remain high in 2013, for all operating characteristics, Mean* Level of Satisfaction *1 to 5 Scale, where higher mean = higher satisfaction. “Does Not Apply” responses are removed. with the average rating in the 4.9 range on a five-point scale. Courtesy of staff topped the list. Value of merchandise dipped slightly from last year’s rating. [See Mean Level of Satisfaction chart below.] Reputation, Experience and Location are Main Reasons Firms are Chosen. Similar to what was reported in 2012, the main reasons for choosing a Selected funeral home were reputation, previous family experience and location. Total for Survey Year 2010 2011 2012 2013 Courtesy of the staff overall 4.96 4.95 4.96 4.96 Condition of the facilities 4.94 4.94 4.94 4.95 Sensitivity of the funeral director 4.94 4.94 4.95 4.94 Overall impression of the ceremony 4.95 4.94 4.95 4.94 Flexibility/willingness to meet special requests 4.95 4.95 4.96 4.94 Freedom and time to make decisions without pressure 4.94 4.93 4.95 4.94 Overall rating of the services of the firm 4.94 4.94 4.95 4.94 Initial contact with the firm (phone, email, visit) 4.93 4.93 4.94 4.93 Information provided for decision-making 4.92 4.92 4.93 4.93 Variety of available services and merchandise 4.90 4.90 4.91 4.91 Attention to detail 4.91 4.90 4.92 4.90 Preparation and appearance of the deceased 4.90 4.89 4.91 4.90 Clarity of pricing and payment policy 4.88 4.89 4.91 4.89 Creativity of service and support options 4.87 4.87 4.88 4.88 Tribute/memorialization options (audio-visual, web-based, etc. 4.86 4.85 4.87 4.86 Value of services received compared to price paid 4.73 4.79 4.81 4.81 Value of merchandise purchased (casket, urn, vault) vs. price paid 4.73 4.77 4.80 4.79 4.7 14 !"#$%&'!(%%()*+, -./01&'2/(3/"# 4.8 4.9 5.0 Only 2% indicated that advertising was a main reason for choosing a member funeral home, and 1% indicated the funeral home’s website was a main reason for choosing them. [See Main Reason(s) Why The Specific Funeral Home Was Chosen chart below.] Not Using Selected’s Family Follow-Up Survey Program? If your firm is not currently participating, be sure to consider it. As a member of Selected, your firm can “test drive” the program and receive 100 free survey sets, monthly activity reports and the annual report. Contact Denise Zoephel or Donna Anderson at 1-800-323-4219 with questions or to sign up for the program. Need More Family Follow-Up Forms? Special Limited-Time Offer: Free Shipping Until August 15 *+,%-&."/&0"1&1)2)% For a limited time, Selected is offering free shipping for those firms needing to replenish their Family Follow-Up Survey forms. The program runs until the end of February 2015, so check your blank survey supply to make sure that your firm has enough to last until the end of the program year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Or contact Donna Anderson at 1-800-323-4219 or [email protected] for pricing information and to place an order. (&<%()?)%()%3& B/%)1,4&["7)5 ;&&H44&1$#+35&1)5) 16)(; ?1/& -(#1)7"6 <$55"6$58$1@ <$55"6$58$1@ A2B ACB 4%1"51'Q(96$9.1 =1.6/"% ADB -(#1)7"6 -"6$58$1@ AEB ?1/& -"6$58$1@ AFB 70295298 68 Main Reason(s) Why The Specific Funeral Home Was Chosen Multiple responses allowed. Therefore, percentages will not add to 100%. Survey Year 2010 2011 2012 2013 Reputation 54% 55% 55% 55% Previous family experience 54% 55% 54% 54% Location 50% 51% 51% 50% Wishes of deceased 34% 35% 34% 34% Previous attendance at other funerals 33% 33% 34% 33% Facilities 25% 27% 26% 26% Wishes of the family 26% 27% 26% 26% Pre-arranged funeral 24% 24% 24% 24% Independently owned 11% 12% 12% 12% Pricing 7% 7% 7% 7% Other 5% 6% 6% 6% Personal recommendation 5% 5% 5% 5% Funeral home website 1% 1% 1% 2% Advertising 2% 2% 2% 2% 0 10% 20% 30% 40% 50% 60% 15 NI!<!II!X#NEIAG!I9 Air Shipments Require Proper Preparation, Active Monitoring Frank Kaiser is President & CEO of Eagle’s Wings Air (EWA), a Preferred Partner of Selected Independent Funeral Homes, selectedfuneralhomes.org/preferredpartners. The company celebrated its sixth anniversary in March 2014. Frank recently shared his thoughts about the air shipping industry. What changes have you seen in air transportation? “Although our company is a relatively young brand, we’ve managed more than 55,000 transfers since our founding. One of the first things we did was work with our corporate contacts in the airline community to help make sure pricing was in line for the funeral service profession. We feel very proud of the progress we’ve made in helping the airline community understand how they Frank Kaiser are positioned from a pricing standpoint. As a result, there’s been a reduction in the rates certain airlines charge funeral homes nationwide. So we’ve seen some positive developments which ultimately benefit client families. “We’ve also seen consolidation within the airline “W community during the last six years. Delta purchased Northwest, United purchased Continental and, most recently, American merged with USAir. We worked with each of these carriers during the transitions and offered our advice to help them build stronger programs to serve the funeral service profession.” EWA launched its own shipping containers in 2012. How is that program going? “Even better than we expected, and we’re hearing positive feedback from both the funeral service profession and the airline community. The airlines like the labeling and high visibility. Our containers help cargo handlers recognize human remains much faster. The containers are high-quality, and because Eagle’s Wings Air is the volume leader in managing human remains within the United States, we receive significant support within the airline community which, of course, leads to a higher level of service 16 for funeral homes and their client families. !"#$%&'()*+,,%-",#./"'%0"$%1/$,/'(% “My business partner, 2(3($4+./"'3%5%6$"+7./4(%8"'/."$/'9 David McComb, is involved in 18 different companies including EWA, and he !"#$#""#%&!'"()#" is co-owner of Selected member firm D.O. McComb and Sons Funeral Homes in Fort Wayne, IN. He and I worked with the airline community for many months prior to forming Eagle’s Wings Air. We invested considerable time on this during our business planning and became well connected with the airlines on a corporate level. “We’re anticipating 20-percent growth in 2014, “W and we’re well on the way to achieving that. So we are making infrastructure investments in our systems and people to make sure we are ready for continued growth.” You’re also speaking at mortuary schools? “Yes, for the last couple of years I’ve been receiving “Y requests to put together a program for mortuary school students that specifically addresses the air transportation of human remains and the shipping process in general, in order to prepare students for their first jobs in the profession. “It surprised me to discover that some professors were already talking about Eagle’s Wings Air in their classrooms—using our business as an example for their students. I think it’s the innovation we introduced to this segment that is attractive to them. Six years ago, we introduced a paradigm shift for both the airlines and funeral directors—our one-call, single-source model that allows funeral directors to focus on what they do best—funeral services. So I’ve been speaking at the schools, educating students about the process, explaining what they will face on their first ship-out and providing our company as a resource when they start to interact with airlines.” What advice do you have for funeral directors? “It is very important to recognize that ship-out cases are serious business. Calling an airline, securing Concludes on 18 NI!<!II!X#NEIAG!I9 Statistics Reveal Decrease in Funeral Home Operating Costs For more than 70 years, Federated Funeral Directors of America (FFDA), a Selected Preferred Provider, has been compiling statistical averages that reflect the operating results of its funeral home clients. The figures for 2013 are based on an analysis !"#$#""#%&!'"()#" of more than 200,000 services conducted by nearly 1,400 firms. They are located in 43 states and range in size from small, rural concerns to large, urban operations. The average cost of operation (overhead) declined by 0.73% during 2013. This is the first time since Federated began keeping records in the mid1940s that there has been a year-to-year decrease in operation cost. Following increases in 2011 and 2012, this marks an unprecedented period of cost containment. At the same time, the average selling price of a regular adult funeral* rose by 1.66%. This is low by historical standards but a three-year high nevertheless. Consequently, as a percent of sales, funeral profits improved to 7.96% from 6.12% in 2012, with an all-time low of 5.31% in 2009. Trends in the Last 20 Years. [See chart above.] The selling price of a regular adult funeral* rose at an average annualized rate of about 2.3%. This was slightly higher Trends in the Last 20 Years 1993 2003 2013 Average Sale, Regular Adult Funeral (Services & Casket) $3,819.17 $5,374.67 $6,741.85 Average Operation Cost per Adult Funeral $2,823.03 $4,105.72 $5,103.92 Percentage Of Operation Cost to Selling Price 73.92% 76.39% 75.70% Average Casket Cost $652.18 $891.12 $1,101.56 Percentage Of Casket Cost to Selling Price 17.07% 16.58% 16.34% $343.96 $377.83 $536.37 9.01% 7.03% 7.96% Average Profit Before Income Taxes Percentage of Profit to Average Sale Management Analysis Department, Federated Funeral Directors of America ©2014 The 2013 Adult Funeral Selection Average Gross Sale to Family, Adult Funeral ..............................................$9,163.35 LESS Average of Cash Advanced Items, For the Convenience of Client ........................................................................$1,088.14 LESS Average Sale of Vault, Clothing and Additional Service Requirements ..........................................................$1,333.36 LEAVES Average Selling Price, Regular Adult Funeral .............................................$6741 .85 Management Analysis Department, Federated Funeral Directors of America ©2014 than the typical firm’s increase in operation cost, which climbed by an annualized average of 2.2%. These factors, along with lower casket values, produced an average profit to adult sales ratio of 7.96%, up from 7.03% in 2003. While significant progress has been made, profitability still lags behind the early 1990s. The 2013 Adult Funeral Selection. [See chart above.] The averages reflect computations on over 1.4 billion dollars of actual funeral selections reported to FFDA. The figures indicated do not include payments made directly to cemeteries or incidental costs outside the scope of the funeral director’s usual services. Contact Federated Funeral Directors of America, ffda.com, at 217-525-1712. *Wherever reference is made to a “regular adult funeral” in the statistics, it excludes welfare, partial and similar services; and generally includes owner and staff services, use of funeral home and equipment, professional care, automotive equipment, visitors register, acknowledgment cards and casket. 17 Frank Kaiser, from page 16 space and tendering a loved one to an airline is not something to be taken lightly. Whether it’s preparing the body for transport or selecting a carrier, there is risk involved in the transaction; and my advice to everyone in funeral service is to not forget about this risk. “In my discussions with funeral service professionals, I’ve sometimes heard the comment, ‘Oh, it’s just a ship-out.’ Maybe they’re managing the shipping on behalf of another funeral home, and maybe it results in a lower margin for them; but the reality is, this is a special case that requires extra attention. The remains will be subjected to cargo handling, g-forces in flight and many other things including potential delays or misroutes. So preparation actually has to be of an even higher standard than for local, traditional services; because you don’t know what might happen. “Due to the high volume of transfers we manage, Eagle’s Wings Air has had the opportunity to see all kinds of scenarios with our airline partners, whether it’s a delay at origin or in transit, a failure to load at one point or remains being sent to the wrong destination. Occasionally, a carrier may not know the exact location of the remains for a brief period. “Because of our experience, we have the expertise to make the right choices, and we work to head off potential problems before they occur. We proactively monitor the status of every shipment, every step of the way. Granted, this is contingent on us receiving accurate information from the airlines, but we definitely work to maintain proactive management of remains while they are in the care of the airlines. “Something else to keep in mind is, whether a Selected-member funeral director is using Eagle’s Wings Air or not, he or she should feel free to contact us for assistance or if there is a question pertaining to the air transportation of human remains. Maybe it’s an airline accounting issue or a customer service issue with a local airport, but because we manage corporatelevel relationships with all the carriers, I am confident we can help make funeral directors’ lives easier and help solve their shipping problems.” Contact Eagle’s Wings Air at 1-866-550-1EWA (1392), or visit callewa.com. USPS Shipping Guidelines Change for Cremated Remains The United States Postal Service recently changed its shipping regulations for cremated remains. For the latest information, including helpful resources and tools, visit the Selected Transfer Services Resource Center at selectedfuneralhomes. org/selected-transfer-services. Transfer Services network, visit selectedfuneralhomes.org/ programs/sts/enrollment for a Program Enrollment booklet. If you are interested in becoming part of the Selected Dan Beavers Joins Selected Headquarters Staff Dan Beavers joined the staff team in May as the Member Programs Coordinator. He will be assisting members who are participating in or utilizing Selected’s programs, services and resources. Dan is a graduate of the University of Nebraska and brings with him more than twelve years of member/customer service. 18 “Dan is very passionate about service,” said Denise Zoephel, Selected’s Assistant Executive Director. “Along with our dedicated staff team, he will help us in our ongoing efforts to provide the best possible service experience for our members, their firms and families.” Dan Beavers Members may contact Dan at 1-800-323-4219 or [email protected]. !"#$"%&'%(")%*% !"#$"%&'%(")%*% %'+,)-./%0+1#,)11% %'+,)-./%0+1#,)11% 0+#/2#,3%0/&$41%% 0+#/2#,3%0/&$41%% $.,%5&+%2&%% $.,%5&+%2&%% 6#("&+(7 6#("&+(7 “NONE... You can’t buildbuild youryour business “NONE... You can’t business ALL ALL of the I know, I’ve tried. As a As a without of pieces, the pieces, I know, I’ve tried. without funeral homehome ownerowner I understand firsthand the value of of funeral I understand firsthand the value what what Johnson Consulting GroupGroup can bring to a funeral Johnson Consulting can bring to a funeral home.home. Without their their accounting, management services Without accounting, management services and customer satisfaction surveys our organization and customer satisfaction surveys our organization wouldn’t be nearly as successful. wouldn’t be nearly as successful. I wasI was tiredtired of waiting months for year-end of waiting months for year-end statements and other financial data.data. They They got got statements and other financial it to me weeks ratherrather than than months whichwhich reallyreally it toinme in weeks months improved my cash And their interpretation of of improved my flow. cash flow. And their interpretation the information is unmatched. the information is unmatched. WhileWhile JCG isJCG legendary for their is legendary for their merger and acquisition expertise, merger and acquisition expertise, they are experienced in thein the theyequally are equally experienced core building blocksblocks everyevery funeral core building funeral homehome needs.needs. I’m using each each one one I’m using of their key services and each one one of their key services and each has helped increase my profits. I has helped increase my profits. I wouldn’t risk eliminating any of wouldn’t risk eliminating any of them.” them.” Paul Paul C. St.C.Pierre, President St. Pierre, President WilsonWilson St. Pierre FuneralFuneral ServiceService & Crematory, St. Pierre & Crematory, Brown-Butz-Diedring FuneralFuneral ServiceService & Crematory, Brown-Butz-Diedring & Crematory, & Ellers& Mortuary Ellers Mortuary 888.250.7747 | www.JohnsonConsulting.com | 8095 N. 85th Way,Way, Scottsdale, AZ 85258 888.250.7747 | www.JohnsonConsulting.com | 8095 N. 85th Scottsdale, AZ 85258 “A Total Solutions Company” “A Total Solutions Company” Mergers & Acquisitions • Valuations • Accounting • Management Services • Financing • Customer Surveys Mergers & Acquisitions • Valuations • Accounting • Management Services • Financing • Customer Surveys ©2014 MKJ Marketing ©2014 MKJ Marketing 19 8!8>!I#NI4<CD! Christy Taylor Chaney of Glenn Funeral Home and Crematory Christy Taylor Chaney is a fifth-generation funeral director at Glenn Funeral Home and Crematory, Owensboro, KY. Her father, Glenn Taylor, is President of the firm and a Past President of Selected. As Director of Signature Services, Christy uses her creative talent to provide unique and meaningful experiences for families. She is a graduate of the Selected Leadership Academy and was voted by her classmates as giving the best Capstone Presentation at the recent Leadership Conference in St. Charles, MO. Why did you seek a career in funeral service? “I have wanted to be a funeral director since I was 12. My Dad and Grandmother were my driving force. They have given to the community in ways no one may ever know, and I love that about both of them.” Of what aspect of your firm are you most proud? “Our people. They are such a good group of individuals. They back each other up, they put the families they serve first and they all know how to have a good laugh. I come to work every day very proud of the people I am surrounded by.” What is your guiding service principle? “It’s ‘Wow!’ It works for families, people visiting the funeral home and team members. I like for there 20 to be a ‘wow’ moment for each family, when they realize we are two steps ahead of the process. I think the people visiting should Christy Taylor Chaney also be wowed. Each guest is an opportunity to serve, and so they are as important as the client family. “I don’t like ‘un-wows’. For example, when my Mother toured the White House, the bubbly tour guide told the group with pride that the building was cleaned every day. My sweet, kind mother responded, ‘That’s an awfully big spider web up there for a room that is cleaned every day.’ I have never forgotten that. Even the smallest thing can detract from everything else you do perfectly.” Who in funeral service do you most admire? “It really is not ‘who’ I admire most in funeral service as a singular person, but more that I admire each person in funeral service for what they do, the lives they touch and the differences they make in my life. I most admire people who are pushing the envelope in funeral service— those who are out looking for and solving the next big challenge. Problem solvers and innovators can be found at every Selected meeting. “At any given moment in my day, it can be my Dad, who has a traditional streak mixed with a touch of whimsy to let funeral directors be creative. It can be Tom Belford and Karl Rohling with their wonderful cross-marketing; or John Horan, Mark Higgins, Mac Pugh or the entire 2012 Leadership Academy class. Each person has their own way of sharing knowledge and cheering each other on.” What is your view of the future of funeral service? “It is sink or swim time in the funeral profession—time to try new things, broaden horizons and get out of our own way.” What is your favorite part of the job? “My favorite part is getting to change someone’s perspective about funerals. When someone starts off with ‘I don’t want a funeral for me,’ I feel like they have just double dog dared me to show them that they are just misinformed. A funeral is not just church, graveside and food. It is a ritual that can be of your own creation. The point is not to go through the motions to the point they don’t mean anything. It is about creating a tradition of remembrance and celebration.” What is your biggest pet peeve? “I don’t like funeral advertising that uses photos of sad, elderly people. It is just terrible! End of rant.” What is the best way to spot new trends? “Pinterest. If you are not on it, I will gladly send you an invitation. You should have one, and your funeral home should have one. You can follow our boards at Glenn Family Services. Creativity comes from places far beyond your comfort zone, so I like to look for ideas as far outside of funeral service as I can.” Where is the best place to network? “My best place to network is wherever I take my event planner mind and put it to use in my community. My sister and I put on the East Bridge Art and Music Festival each year. It is a big event in our community, and over 8,000 people usually attend. The funeral home has sponsored a summer series of gospel concerts for the last 12 years, and it is a wonderful community event. “I do not like to sit on boards, so I throw parties! I am not on the hospice board, but I am the chair of its Spring Fling. I am not on the CASA board, but I have chaired its art auction twice. I am not on the board of the Kids Football League (my husband is), but I have done two big events for them, and I have chaired the Junior League Charity Ball three times.” What is your favorite form of communication? “I like paper, stationary and stamps. But I tend to communicate with those around me via text. I have used a text message to ask my husband to bring me a bottle of water, while I was reading a book in the hammock. What, is that wrong?” What are your favorite community causes? What did you gain from your last Selected meeting or activity? “Public Art, the Handmade Movement and Shop Local. I want to live surrounded by things that people make. Nothing you buy at a big box store has a soul. If you need a vase, go buy one from a glass blower. If you want a painting, go to an art show and buy one. Find a local farmer or chef for your food. Find the independent retailer, the designer, the mom-and-pop store, the bricks-and-mortar shop, and show them some love. “I gained a certificate suitable for framing, an eagle necklace, a major sense of accomplishment, a new set of friends, an amazing bond with three existing friends and the ability to stand up in front of my peers and deliver a speech. I gained a guiding light from a feisty redhead and knowledge and insight from funeral directors who have walked the path before me. I gained confidence, knowledge and an internal glow! Of course, I’m talking about the Selected Leadership Academy and Marguerite Ham.” “We shop local, eat down the street and keep our dollars in the community as much as we can; and we encourage others to do the same. That goes for local, independent funeral homes too!” What is your favorite way to relax? “I make things—food, jewelry, paintings. I have a Bachelor of Arts Degree in Studio Arts from Kentucky Wesleyan College, and I am the owner of a handmade gift store and art gallery. I am currently turning my old garage into my art studio, so that my husband does not have to look at my art clutter, and I can be free to create. Creativity is messy, and I am very creative!” What is your favorite Selected program, benefit or service? “The NextGen Seminar. If you are not sending people from your staff to the program and listening to them when they get back, then you are missing out on a wealth of knowledge. At first, I was skeptical, I was not interested; and I was wrong! “Stop reading this article, and go sign someone up for the January event right now! Sign yourself up, if you want. Age is only a number. It is your ability to be open to the possibilities that is important. Why are you still reading this? Go sign up!” What would be your second career choice, if you were not in funeral service? “I would own a gourmet burger parlor. I make really great cheeseburgers!” 21 I!8!8>!ICG7#4LI#$4DD!E7L!9 Robert G. Mach, Mach Funeral Chapel and Crematory, Joan P. Prescott, Joiner Anderson Saxon Prescott Funeral Fond du Lac, WI, died June 5. machfuneralchapel.com. Home, Waynesboro, GA died May 8. joineranderson.com. Donald David Dunn, Donald Dunn Funeral Home, Houlton, ME, died May 14. dunnfuneral.com. Angela F. Corrado, Dello Russo Funeral Service, Medford, MA, died May 4. dellorusso.net. Elizabeth I. Mansfield, Miles Funeral Home, Holden, W. Robert Cress, Cress Funeral & Cremation Service, MA, died May 8. milesfuneralhome.com. Madison, WI, died April 19. cressfuneralservice.com. e!D$48!#G!e#8!8>!I Law-Jones Funeral Homes 309 Chicago Ave., Savanna, IL 61074, Group 4, with additional locations in Mt. Carroll, Thomson, Hanover and Chadwick, IL, and Preston, IA. 815-273-2264, lawjonesfuneralhome.com Matt Jones, [email protected] Tony Garcia, [email protected] Chris Miller, [email protected] 8!8>!I#G!e9 Members are encouraged to send news and announcements to Selected at [email protected]. Ricardo Carrillo, owner of Carrillo Funeraria, Dallas, TX, recently stated in a press release to his community that he attributes his success to participation in the profession’s primary associations, including Selected Independent Funeral Homes. “As a first-generation funeral director, I didn’t have the advantage of learning from family members, so Ricardo Carrillo it was necessary for me to learn from those around me, which is why I began participating in professional associations,” he said. One of Carrillo’s most significant successes was acquiring a Ft. Worth funeral facility from SCI and turning it around to become a large-volume business with a very high burial rate. Ricardo has dual citizenship in the U.S. and Mexico. “An interesting outcome of my association participation has been the interest expressed by other members in changing their businesses to accommodate the growing Mexican population. Mexicans have very strong religious and cultural 22 beliefs regarding the ceremony surrounding death. Much of my success comes from my understanding and appreciation for Mexican culture.” Cook Funeral and Cremation Services, Grandville, MI, was awarded first place for its holiday tree lighting service in the Events category of the 2013 Keeping It Personal (KIP) Awards sponsored by the International Cemetety, Cremation and Funeral Association. Cook’s invites its community to participate in the unique tree-lighting and memorial service which includes names of deceased loved ones. The firm also received an honorable mention in the Best Practice category for its infant services. Flanner and Buchanan Funeral Centers, Indianapolis, IN, held a groundbreaking ceremony at Oaklawn Memorial Gardens in May for a new multi-purpose event center and office building. The new facility will replace the existing office which Concludes on page 24 9!D!$A!X#!XL$EAC4GED#AIL9A#G!e9 Trust Gala to Feature Philly’s Nautical History Attendees at the Selected Trust Annual Gala on September 19 at Philadelphia’s Independence Seaport Museum will be treated to great food, music, a Silent Auction, spectacular views, camaraderie with peers and a glimpse into Philadelphia’s rich maritime history—all while supporting Lifelong Learning. Enjoy two hours of private access to the museum with your tax-deductible Gala ticket purchase. Explore the impressive collection of 16th–21st century artifacts relating to the maritime past of the greater Philadelphia area. The beautiful museum is conveniently located just 100 yards from the Hyatt Regency Philadelphia at Penn’s Landing, site of Selected’s 2014 Annual Meeting. “This is the first time we’ve taken the Gala off-site from the Annual Meeting hotel, and we couldn’t have found a better spot,” said Educational Trust Director Buz Buzogany. “The museum offers the most spectacular views of the Delaware River and the Philadelphia skyline. There are spacious outdoor patios where you can enjoy a cocktail and absorb the evening’s ambiance.” In addition to the history-rich location, this year’s Trust Gala will feature Good Foot, one of the top rhythm and blues bands in the Philadelphia area. From Philly Soul to the dancing beats of Motown, nobody does it better than this six-piece band. Visit selectedtrust.org/gala. html for more information and to register to take part in this night filled with music, laughter and memories—all in support of independent funeral professionals. Pat Epley Joins Trust Team Patricia Epley has joined the Trust team as Adminstrative Assistant. She brings a wealth of administrative background to the position and will help Pat Epley coordinate the efforts of scholarship applications, Gala tickets, letters to donors and recipients of in-memorium donations—all the while helping to create a Trust library of documents and valuable historic information. Pat can be reached at 1-888-708-7878 or by email at [email protected]. 9!D!$A!X#!XL$EAC4GED#AIL9A#$4GAIC>LAC4G9 The Selected Educational Trust thanks the following contributors for their generous support in helping to encourage Lifelong Learning for independent funeral professionals. To make a contribution or to learn more, visit selectedtrust.org or call 1-888-70-TRUST. IN-MEMORIUM CONTRIBUTORS Richard Andrews, Andrews Mortuary, Wilmington, NC, in memory of Joan Kepner and John Lumbard Bibber Memorial Chapel, Kennebunk, ME, in John & Andrea Horan, Horan & McConaty Funerals, Aurora, CO, in memory of Joan Kepner and John Lumbard. Alice Ordeman, The Ordeman Family, Fisher Funeral Home, Albany, OR, in memory of Joan Kepner and John Lumbard. Richard & Norma Tetrick, Heritage Family Funeral Service, Elizabethton, TN, in memory of Joan Kepner, Max Larkin, David McGuire and Esther Rogers. memory of Ann Bejma, Helen Grotton, John Lumbard, and Esther Rogers. Selected Group 3, in memory of Joan Prescott and Ann Ciccarelli & Family, Bisbee-Porcella Funeral Service, Saugus, MA, in memory of Elizabeth Past Officers’ Wives, in memory of Ann Bejma and Mansfield and Esther Rogers. Past Secretary-Treasurers and Past Presidents Council, in memory of Ann Bejma. J. Mark Busch, John Bush, James H. Busch, Busch Funeral & Crematory Services, Cleveland, OH, in Robert Rosson Sr. John Lumbard. memory of Joan Kepner and John Lumbard. 23 8!8>!I#G!e9 Continued from page 22 was constructed when the cemetery was established in 1954. Oaklawn was purchased by Flanner and Buchanan’s Washington Park Cemetery Association in 1982 and currently encompasses 96 acres. French Funerals & Cremations, Albuquerque, NM, won first place in the Best Practice category in the 2013 Keeping It Personal (KIP) Awards sponsored by the International Cemetety, Cremation and Funeral Association. French partnered with the University of New Mexico (UNM) to build a special columbarium pavilion. The firm also designed several UNM-themed funeral items including urns, caskets, neckties, flags and blankets. Mark Higgns, President of Hall-Wynne Funeral Service & Crematory, Durham, NC, and member of the Selected Independent Funeral Homes Board of Directors, was featured in an interview with the The Washington Institute for Faith, Vocation & Culture. “A good funeral involves facing the fact of death and not dispatching someone like me to get rid of the Mark Higgins bad news—by removing the body from sight—but embracing the fact we have a corpse in our midst,” he said. “A good funeral begins with a body. Just ask someone still longing for the discovery of a body. Whether it is a drowning victim that wasn’t found, the dead in World War II that never came back or the victims most recently of the Malaysian flight. Until that period is put at the end of the sentence one can be forever stuck with protracted grief and looming questions. If we want to see a good religious funeral, our Jewish sisters and brothers—to whom we can trace our own practices—do it best. It involves a real body, a real dead person, real dirt, real tears, and real rending of garments, standing at the grave and mourning, and taking turns with the shovel.” Frank Kaiser has been named President of the DW McComb Group, Fort Wayne, IN, a holding company managing a number of subsidiary companies, brands and relationships, all focused on serving the funeral service profession on a global basis. Kaiser also is President Frank Kaiser and CEO of Eagle’s Wings Air, a leading provider of shipping and logistics services to North American funeral homes. Kaiser has more than 20 years of aviation and logistics experience and has served funeral professionals for more than 10 years. David McComb, President of D.O. McComb & Sons Funeral Homes, Fort Wayne, IN, recently visited with fellow Selected member, Stephen Kellaway of H.N. Olsen Funerals, Sydney, Australia. “It’s wonderful to visit a funeral home halfway around the world and see that their needs and concerns are the same as ours—serving our David McComb families to the best of our ability,” stated McComb. “I was particularly impressed with their innovative method of using a lift to move caskets within their funeral home. Their brochures were beautiful and covered their full range of services including receptions and cremations. Steve was a gracious host and even arranged for a visit to the beautiful Woronora Cemetery and Crematory.” Starks Family Funeral Homes & Cremation Services, St. Joseph, MI, is turning to the sun to supply a portion of its electricity with a 208-panel, 52-kilowatt photovoltaic solar system installed on its [The full interview is available at washingtoninst.org/7813.] Pamela Marnocha Janssen, Owner of Marnocha Funeral Home, Pulaski, WI, was one of the sponsors of the 2014 Goody Triathlon. The event was created by Pulaski High School adapted physical education teacher Kare Goodness for students with special needs. This year, four other area school districts joined Pulaski students for the 4th annual triathlon. 24 roof. An article by Jane Simons on mibiz.com stated the array is sized to generate more than 50% of the firm’s annual electricity need. Visitors can monitor the amount of solar energy being produced via a display in the funeral home’s lobby. Thomas Starks, President of the firm, said he had been looking at ways to reduce the funeral home’s carbon footprint. INSURANCE ASSIGNMENTS HAVE YOU IN A TIZZY? “C&J Financial has been a great partner. Their customer service is great to work with and most importantly, payment comes fast. I would highly recommend C&J to others.” Laurens Fish III, President Weed-Corley-Fish Funeral Homes 25 INTEROFFICE ROUTING July-August 2014 Teresa Carlson 310.902.4050 Stephanie Dunn 847.477.7546 Doug Gober 504.289.6471 Kate Groat Ed Flegal 910.550.2312 813.505.8149 ©2014 Live Oak Banking Company. All rights reserved. Member FDIC www.liveoakbank.com/dcm