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Events

Initial meeting of the Death Care Standards Group is August 31st at the Embassy Suites - Kansas City International. The meeting begins promptly at 10:00am and concludes at 5:00pm. A preliminary itinerary is as follows:

Morning
Arrival and check in continues
9:00am
Registration - coffee and juice provided
10:00am
Opening comments and introduction of your facilitators
10:15am
Statement of goals for the project
10:30am
Statement of goals for this meeting
10:45am
Impact of recent financial statement pronouncements of the industry

Presented by Paul German, Certified Public Accountant
11:15am
Break
11:30am
Standardization in other industries and Return on Investment considerations

Presented by Bill Nash, Holland & Davis LLC
12:00noon
Lunch - provided by Clifton Gunderson LLC, Certified Public Accountants and Consultants & HMIS, Inc.
1:30am
Financial statement presentation and chart of accounts format
Presented by Gary Frazer, Clifton Gunderson LLC

Examples and discussion of the following:
  • Standard financial statement formats
  • Specific needs of the death care industry
  • Supplemental schedules
  • What software system should report what
2:30pm
Product groupings and categorization
Presented by Rodney Edwards, HMIS, Inc.

Examples and discussion of the following:
  • Primary Groupings
  • Categories
  • Subcategories
3:15pm
Service types - cemetery/funeral (Traditional Adult, Direct Cremation, Graveside, etc.)
3:45pm
Break
4:00pm
Contract types - at need, pre need, funeral, crematory, cemetery, combination, insurance, non funded, etc.
4:15pm
Introduction of tools for the project
Secure website with work areas for various collaboration groups
HMIS software test site for review by project participants
MAS90 software test site for review by project participants
4:30pm
Commitment to the project and selection of areas of interest/responsibility
4:45pm
Next steps - Interim conference calls, next meeting date, next topics (sales leads, commissions, etc).
5:00pm
Dismissal
Evening
Departure of those with evening flights or dinner with participants of your choosing for those departing on Wednesday.