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
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