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Virtual Seminar Series

Fiscal Management Series Bundle

Purchase all four fiscal management sessions and save. A la carte, each session costs $50 but if you select ‘Register for Fiscal Management Series’ to register for all four, you’ll save 20%! The series bundle includes:

  • Budgeting & Forecasting • Melissa Tompkins
  • Trust Fund Management & Investment • Bill Williams Jr. and Wendy Russell Wiener
  • Outsourcing vs. In-House Staffing • Beth Kmiec
  • Analyze Financial Statements & Valuation • Gary Freytag and David Kelley

 

*Registration for the Virtual Seminar Series is only available to current ICCFA members.

Fiscal Managment: à La Carte Sessions

Budgeting & Forecasting, November 5 at 2:00 PM EST, is presented by Melissa Tompkins who is the assistant vice president of financial planning and analysis at SCI. Melissa will cover the purpose and fundamentals of budgeting & forecasting, what information you should consider before you build a budget, the deciding assumptions and level of details to be considered when building a forecast, how to manage the overall budget, and the forecast processes from creation to reporting.

À La Carte Cost: $50

*Registration for the Virtual Seminar Series is only available to current ICCFA members.

Trust Fund Management & Investment is presented by Bill Williams Jr. and Wendy Russell Wiener on November 12 at 2:00 PM EST. Bill is the president, CEO and vice-chairman of the Board of Funeral Services, Inc., and Wendy is the managing member at WRW Legal, PLLC. Both Bill and Wendy will cover the most important components of a well-run program, from due diligence of trust records before acquisition to reconciliation of trust records after acquisition. They will also highlight important issues of trust records that operators routinely miss. This is your session if you want to learn the operational and legal requirements associated with setting up or fixing up an operator’s trust program.

À La Carte Cost: $50

*Registration for the Virtual Seminar Series is only available to current ICCFA members.

Outsourcing vs. In-House Staffing is presented by Beth Kmiec on November 19 at 2:00 PM EST. Beth Kmiec is the vice president of trust administration at ClearPoint Federal Bank & Trust. Her session will give you a framework for evaluating the decision to outsource different pieces of your business and discuss the pros and cons by sharing real-life examples of how ClearPoint opted to use outsourcing for its human resource function. A must see if you are unsure about hiring outside professionals!

À La Carte Cost: $50

*Registration for the Virtual Seminar Series is only available to current ICCFA members.

Analyze Financial Statements & Valuation is presented by Gary Freytag & David Kelley on December 3 at 2:00 PM EST. Gary Freytag is president and CEO of Spring Grove Cemetery and Arboretum and David Kelley is Spring Grove’s vice president and CFO. Understanding the financial health of your business is critical to making prudent business decisions. If you and your team are asking yourselves: what benchmarks and ratios should you be watching on your income statement; how fast can you grow without running out of cash; what risks are lurking on your balance sheet, or how much debt is too much, then come join Gary and David who will walk you through the financial calculations that drive valuation of a business from profits to EBITDA, to owner adjustments, and ultimately to multiples.

À La Carte Cost: $50

*Registration for the Virtual Seminar Series is only available to current ICCFA members.