- ICCFA CAFÉ
- PET LOSS
- MUSIC LICENSE
- LOT EXCHANGE
THANK YOU TO OUR CORPORATE PARTNERS
Gibraltar Remembrance Services, LLC
Our room block has sold out at the Laguna Cliffs Marriott Hotel. The hotel has rooms available on Wednesday, October 9, and Thursday, October 10, but they cannot guarantee rooms for other nights or if they will be at the discounted rate. Call 1.800.228.9290 to try to reserve your room immediately.
If you need to, please consider booking at these other hotels within 3 miles of the Laguna Cliffs Marriott:
Less expensive options
FALL MANAGEMENT GOLF TOURNAMENT
Wednesday, October 9 • 12:30 p.m.
Golf Tournament at Talega Golf Club
Talega Golf Club, located in the hills of San Clemente set above the "Spanish Village by the Sea," is truly one of the best golf experiences in Southern California. It has a Spanish colonial clubhouse and bell tower in a village courtyard setting.
Established in 2001, Talega features an 18-hole, par 72 Fred Couples "Signature" championship golf course and driving range. It is perennially ranked as one of America’s Top Golf Courses by Golf Digest, ESPN and Zagat Survey.
Those interested in participating in the tournament should purchase a ticket ($85) on the registration form. You may also designate your handicap and those you wish to be paired with on the registration form.
Click here to register online.
Click here to download a registration form.
WEDNESDAY, OCTOBER 9
Fall Management Golf Tournament
This year's tournament will have a modified shotgun start and feature a $50,000 prize for a hole-in-one. Good luck!
6:30 to 7:30 p.m.
THURSDAY, OCTOBER 10
Breakfast and registration
Welcome and announcements
8:15 to 9:30 a.m.
Culturetopia: The Ultimate High-Performance Workplace
What is "Culturetopia?" What does it look like? Is it attainable?
Culturetopia provides an introduction to Jason Young's innovative perspective on how to create and sustain a high-performance workplace culture where people can do their best work.
A wide range of cultural factors combine to drive the behavior of managers and employees who do the real work of serving customers and delivering services.
Attendees will learn to create a high performance culture that will produce your desired performance outcomes in productivity, profitability, employee retention and customer satisfaction. The key is intentionally identifying and developing the essential factors that impact performance for any organization: leadership, employee engagement, accountability, collaboration, team alignment and empowerment.
Young was a key developer of Southwest Airlines' inventive training programs, which led to the company's successful leadership and customer service culture that have become renowned throughout the business world today. He draws upon this experience, and as a manager, trainer and consultant to dozens of leading Fortune 500 companies, to develop the concept of Culturetopia. Today, as president of LeadSmart, Inc., Jason Young shares his vision in developing successful corporate cultures and workplace environments with forward-thinking companies, including Starbucks, IHOP, Radio Shack and Tyson Foods, to name just a few. He has even returned to his old turf—Southwest Airlines—to extend his knowledge as a corporate training consultant in the leadership development area once again.
He will provide you with practical, easy-to-implement guidance regarding the key determinants that make a healthy, productive and profitable culture for any team or organization.
9:30 to 9:45 a.m.
9:45 a.m. to Noon
Federal Court & the Political Quagmire of Unconstitutional Laws: The Case Also Known as Heffner v. Murphy
Jim Kutz, Jason Benion and Ernie Heffner
Post & Schell attorneys James Kutz and Jason Benion represent a group of plaintiffs in the federal court case of Heffner v. Murphy that challenges the Pennsylvania State Board of Funeral Directors for allegedly violating the U.S. Constitutional rights of businesses and jeopardizes free trade and commerce freedoms.
The attorneys will walk us step-by-step through the four-year legal saga, explaining the twists and turns that have occurred along the way.
This landmark case has received national coverage as the National, Pennsylvania and New Jersey Funeral Directors Associations supported the defendants with amicus briefs in favor of the Pennsylvania Funeral Director Law. The Funeral Consumers Alliance, Institute for Justice and the ICCFA have filed amicus briefs on behalf of the plaintiffs, many of whom are ICCFA members, including lead plaintiff Ernie Heffner, CFuE, Heffner Funeral Chapels & Crematory.
As Todd Van Beck, CFuE, commented, "This case is potentially more significant to the profession, competition and the benefit of consumers than the Federal Trade Commission Funeral Rule."
While this case immediately impacts unconstitutional restrictions in those states within the Third Circuit Court of Appeals, it will no doubt be referenced in possible future legal actions in other states.
Kutz and Benion will discuss the primary bases for their arguments, lessons learned, and how to use this case as a template and apply some of its key tenets to challenge laws in your state. A question and answer period will follow.
James J. Kutz is a principal and chair of the Post & Schell law firm's regulatory & administrative agency law practice group. He concentrates his civil litigation practice in sophisticated commercial, securities, insurance coverage and bad faith, copyright and trademark infringement, professional licensure law, healthcare law, environmental, RICO, employment, civil rights and ERISA litigation. As chair of the firm's regulatory & administrative agency law practice group, Kutz also possesses extensive experience before a broad spectrum of regulatory and administrative agencies and regulators.
Jason G. Benion is an associate in Post & Schell law firm's business law & litigation practice group. His practice focuses on complex civil litigation, including commercial disputes, constitutional and civil rights claims, professional licensure law, construction, government contracts, insurance coverage and bad faith, copyright and trademark infringement, healthcare law, employment litigation, and appellate matters.
Ernie Heffner, CFuE, is owner of Heffner Funeral Chapels & Crematory in York, Pennsylvania. Heffner is a second-generation funeral director who operates funeral home facilities and a crematory distanced up to 265 miles apart. Twelve locations are in Pennsylvania and one in the State of New York. Since March 1991, Heffner and his wife are the sole shareholders of the family business. He is heavily involved with ICCFA as chancellor of ICCFA University, a presidential appointee to the Board of Directors and chairman on the newly-formed hospice committee.
Noon to 1:45 p.m.
Lunch on your own
1:45 to 2:45 p.m.
Collaborating With Community Hospice Providers
Barbara Bouton, MA, FT
Barbara L. Bouton, MA, FT, vice president, professional development, with the National Hospice and Palliative Care Organization will deliver a presentation about the types of information, education and services hospices would find valuable from members of the funeral profession.
Find out what suggestions the hospice palliative care community has regarding our profession. You'll leave this session with specific ideas of how you may begin to collaborate with hospices in your community when you return home.
Conference co-chairs Anthony Guerra and Blair Nelsen, CFuE, CCrE, CFSP, agree that "this session will be invaluable."
Barbara Bouton is vice president of Professional Development and the Mary J. Labyak Institute at the National Hospice and Palliative Care Organization (NHPCO) where she oversees and coordinates professional development and continuing education/continuing medical education for hospice professionals across the country. Prior to coming to NHPCO, Ms. Bouton worked with Hospice and Palliative Care of Louisville (now Hosparus), in Kentucky for 23 years, where she developed a state-of-the art bereavement program that served hospice families and the community as well as staff, volunteer and community education and support programs.
2:45 to 3 p.m.
3 to 4 p.m.
Building a Strategy for the Recruitment & Retention of Funeral Directors
The Funeral Service Foundation commissioned Glenn Gould, CEO of MKJ Marketing, in 2007 to conduct a research study to determine funeral directors' attitudes toward their work and career.
The purpose of the study was to gain a better understanding of how and why funeral directors are attracted to the profession, and what factors in the workplace contribute to job satisfaction and dissatisfaction with the objective of creating an industry-wide recruiting strategy.
The results represent real and fundamental challenges in the funeral service profession that we must deal with. They include:
Never fear—Gould will propose solutions so that you may overcome all of these obstacles.
He will explain how this translates to the workplace, how the general public perceives our profession, and the reaction by people of varying socio-economic demographics. He'll also report the findings of another Funeral Service Foundation research study that identifies the typology of a funeral director. The conclusions support the concept of a "calling." Find out the personality attributes that attract people to funeral director work.
You'll leave this session with a constructive recruitment strategy to attract top talent who are educated, engaged and find satisfaction in working in our profession.
Glenn Gould is CEO of MKJ Marketing. He has conducted 600 market profile and prospective trade area studies for funeral homes and cemeteries in the U.S. and Canada, in addition to moderating and creating research reports on 100+ test panels and focus groups sessions for various vendors, cemeteries and funeral businesses and associations.
4 to 5 p.m.
Market Update: Insights and Observations
Batesville Casket Company president Kim Ryan will present an update on the funeral industry, providing an overview of key trends and market factors, cremation challenges and opportunities and the increasing role that technology is playing in building strong connections with consumers.
She'll also share insights from Batesville research with funeral professionals and consumers that shed some light on how different consumer segments view funeral planning.
Learn how you can tap into contemporary consumer preferences to help create meaningful experiences for them.
Kim Ryan is president of Batesville and is responsible for overseeing and directing all aspects of Batesville's operations including manufacturing, distribution, marketing, and sales for the company's burial, cremation and technology businesses.
Ryan started her career with Batesville in 1989, and served in a number of senior roles within the Hillenbrand organization before being appointed president of Batesville in 2011. Over her 24 years, she's had the opportunity to work in finance, strategy, new product development, logistics and information technology.
Prior to her time at Batesville, she served as Group Vice President, Post Acute Care for Hill-Rom, Inc., a leading provider of medical technologies for the healthcare industry, including hospital beds, patient lifts and non-invasive therapeutic products.
6:30 to 7:30 p.m.
FRIDAY, OCTOBER 11
7:30 to 8:30 a.m.
Government & Legal Breakfast
There's no "baloney" on the menu of our Government and Legal Breakfast. Just healthy portions of news you can use on taxes, labor law, and litigation that can affect your business. There's a seat reserved for you so don't miss it!
A presentation will be given by Irwin Shipper, CCE, ICCFA government & legal affairs committee chairman. Other guests to be announced. Robert Fells, Esq., ICCFA executive director and legal counsel will be the moderator.
8:30 to 10 a.m.
Implementing the Affordable Care Act
What is happening to healthcare costs? Is your business affected by the new healthcare laws? Do you have to offer health benefits? What is covered?
In this session, Marcia Dávalos, Southern California outreach manager with the Small Business Majority, will detail what the new healthcare law—the Affordable Care Act—means for small funeral, cremation and cemetery businesses.
She will focus on both federal and state provisions to help small business owners, executives and managers understand how the law will affect them.
Topics being discussed will include:
Even though the implementation deadline has been extended to January 1, 2015, doesn't mean you can procrastinate in preparing for the Affordable Care Act. This session will include the most up-to-date information available from the Obama administration.
A question and answer period will follow.
Marcia Dávalos is the southern California outreach manager with the Small Business Majority, specializing in teaching small business entrepreneurs what they need to know about implementing the new health care regulations.
10 to 10:15 a.m.
10:15 to 11:15 a.m.
What Can Celebrants Do For Your Business?
Glenda Stansbury and Tim Hoff, CFSP
Cremation rates are soaring, partly because the general public sees it as a lower-cost alternative to traditional funerals. More families are not attending church and rather have no funeral than to have a clergy-led service. But families choosing no service often have "non-buyer's remorse," citing the lack of closure and no celebration or "dignified send-off" of their loved one's life.
So, how can funeral professionals in caring capacities help families know what to do? By serving as consultants or guides for our families. Certified celebrants serve as trained professional officiants adding value and meaning to services for families.
Join celebrant trainer Glenda Stansbury of the In-Sight Institute to learn about the need for more personalized ceremonies, options that are available to families and how everyone on a funeral home or cemetery staff can make the service a memorable and meaningful event. She'll detail exactly what a certified celebrant is, does, how they can add value to what your company does and why you cannot wait any longer to have your funeral directors experience this invaluable training.
Then, Timothy Hoff, CFSP, president of Hoff Celebration of Life Center in Winona, Minnesota, will discuss how celebrants have made a positive impact on his family business. Over the past several years, he's had several employees complete celebrant training through the In-Sight Institute and ICCFA University. Though it is difficult to place a dollar amount on the impact that certified celebrants have had on the company's bottom line, he will try. If nothing else, he says, he's seen a marked increase in customer satisfaction, a decrease in the number of families choosing to have no services, and improvement in employee happiness and retention.
Glenda Stansbury is marketing and development director for In-Sight Books and is a training facilitator. Before joining In-Sight Books seven years ago, she worked for 12 years for the Oklahoma Education Association as a trainer/facilitator. She was responsible for developing and delivering teacher training all over the state of Oklahoma and was cited by the National Education Association as a top trainer in her field.
Tim Hoff, CFSP, has more than 30 years of experience in the funeral industry. He manages his family's five funeral home locations, which serve more than 250 families annually. He serves on ICCFA's Board of Directors, Sales & Marketing Committee and is a past Wide World of Sales Conference co-chair. He is a past president of the Minnesota Funeral Directors Association, and co-founded the Children's Grief Connection of Minnesota, serving as the chairman of their board for many years.
11:15 to 11:30 a.m.
11:30 a.m. to 12:30 p.m.
AMAZING Community Outreach & Marketing Events
A panel of experts who actually coordinate these events
One way to generate sales is to get them in the door for a reason besides death and show them that your property is not a somber or scary place. One great way to introduce yourself to families is by playing host to community events. Show them that your business is a vital part of the community with deep roots that go beyond "six feet under."
Hear from representatives from companies around the country (and the world) who are holding AMAZING community outreach and marketing events, with hundreds of attendees targeting numerous demographics and leading to calls and sales leads.
This rapid-fire session will supply you with too many ideas to jot down. Not to worry: all presenters will have handouts giving your more details than they can cover in their allotted five-minute time slot. Event ideas include:
More ideas may be added to the program.