FUNERAL BUSINESS BOOT CAMP

FUNERAL BUSINESS BOOT CAMP
WHAT IS IT?
Funeral Service Boot Camp is the most unique educational event in funeral service.
We offer a complete analysis of your business’s performance which provides key
information to build or enhance your business profit and operational efficiency.
This 40 hour workshop deals with timely issues such as preneed, finance, tax and
accounting, pricing, merchandising, business succession and making sure you are
technologically current. Included in your enrollment is six months of follow-up to
support you as you implement your new knowledge and improve your business.
This is not an easy seminar so please know that some advance preparation is
required.
WHO IS IT FOR?
This seminar is geared to the funeral home owner who is looking to keep or update
their business to be on par with the 21st century. Approximately 50% of our
attendees are funeral home owners while 40% are the next generation! This is the
training that most funeral home operators cannot personally give to their kids.
HOW MANY SHOULD ATTEND?
What better way to quickly impact your business than to have multiple attendees
learn and implement the same concepts. Discounted rates for additional attendees
from the same firm encourages you to send two or more sets of ears.
PROTECTING YOUR BUSINESS DATA
Since this is an in depth analysis of your individual business, each participant is
required to sign a non-disclosure agreement. No competitors can attend the same
session. Registration is limited and once a service area is represented, registration
is closed to any competitors.
ABOUT THE GENERAL
Daniel M. Isard is not a funeral director or a cemeterian, however, at the age
of four he turned his mother’s rose garden in Philadelphia into a neighborhood
pet cemetery. His mother was blissfully unaware of this turn of events until
she went to investigate why her roses were dying and found shoe boxes filled
with animals, most of whom were dead. Dan may have been a bit hasty with
a hamster named Ted, who happily ran out of the shoe box coffin that had
entombed him for two days.
While Dan clearly had the wrong information about Ted, he is a consummate
professional when it comes to the funeral home industry. As Founder and Owner
of The Foresight Companies, LLC, Dan provides the most comprehensive
services to funeral service professionals nationwide. As a result, he has become
nationally recognized as an authority in valuation, succession planning, business
management, mergers and acquisitions, preneed and is frequently called upon
as an expert witness in disputes arising within the funeral service industry.
He and his staff have appraised thousands of funeral homes, cemeteries, and
combination operations and have coordinated hundreds of business transfers
between every possible type of buyer and seller. The financial and business
management consulting that they have provided over the years has enabled
funeral service professionals and their families to reap well-deserved personal
rewards while enhancing their ability to deliver quality services to their
communities.
Active in the financial services industry since 1974, Daniel M. Isard specializes
in advising owners of successful closely-held businesses. During the past
three decades, he has developed close relationships with funeral directors,
cemeterians, and combination operators across the United States, and has
established his reputation as a trusted advisor to business owners and their
families.
During his career, Dan has been privileged to present over 500 speeches to
groups large and small, had more than 250 articles published in all major
death care industry media, and written two books, both published by UCG/
FCS Worldwide.
In addition, Dan has been interviewed by and quoted in such prestigious
publications as the Wall Street Journal, New York Times, Los Angeles Times,
Newsweek, Forbes, Business Week, and Money Magazine. He has been
interviewed for local TV and radio as well as CBS’s 60 Minutes and NPR’s All
Things Considered.
TRAINING SCHEDULE
Foresight Funeral Boot Camp
Period
One
Monday
Intro
Tuesday
Analyzing Case
Count
Wednesday
Marketing
Demographic
Web Site
Two
Accounting
Price Shopper
Marketing to
Cremation
Consumers
Merchandising
Technology
Break
Break
Break
Break
Break
Break
Three
Balance Sheet
Marketing to
Cremation
Consumers
Merchandising
Borrowing
Lunch
Four
Lunch
Price Shopper
and
The Role that
Price Plays
Lunch
Lunch
Lunch
Lunch
P&L
The Role that
Price Plays
Aftercare
Preneed
Business
Succession
Five
P&L
Setting Your
Prices
Survey
HR
Business Plan
Summary
Break
Break
Break
Break
Break
Break
Six
Operating
Ratios
The General
Price List
Survey
HR
Business Plan
Summary
Wrap Up
4:00 to 4:30
Business Plan
Summary
Business Plan
Summary
Business Plan
Summary
Business Plan
Summary
Business Plan
Summary
Homework
None
Staffing
Social Media
SUPPER
TIME
SUPPER
TIME
SUPPER
TIME
SUPPER
TIME
8:00 to 9:00
9:00 to 10:30
10:00 to 10:15
10:15 to 11:45
1:00 to 2:00
2:00 to 2:30
2:30 to 2:45
2:45 to 4:00
SUPPER
TIME
Thursday
Friday
SUPPER
TIME
BUZZ ABOUT BOOT CAMP
“Boot Camp brings your whole world into question and in one week starts your
entire business plan moving forward.”
Tyler Pray of Pray Funeral Home in Michigan
“I came here for a break from the everyday, what I got was a total education of
relevant funeral information!”
Chad Russon of Russon Brothers Mortuary in Utah
“Best seminar investment I’ve made in over a decade! I would do it again and
recommend it highly.”
Roger Richie of Ziegenhein & Sons Funeral Home in St. Louis
“Everyone should attend Boot Camp, except my competitors!”
Reggie Fielding of EJ Fielding Funeral Home in Louisiana
“Regardless of size or longevity, any funeral home owner or manager will
benefit from the information from this seminar.”
John Glueckert, Jr. of Glueckert Funeral Home, LTD in Illinois
“Dan is an extremely engaging speaker who has an astounding body of knowledge.
Boot Camp has an extraordinary amount of value and content.”
Angela Woosley, Teaching Specialist in Mortuary Science at University of
Minnesota
“I felt that Boot Camp was a very educational and encompassing seminar of the
funeral business. It offered a great overall application of my own company and
taught me how to fit the theories into my own company.”
Scott Hanes of Wonderly, Horvath, Hanes Funeral Home in Ohio