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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.
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