Selected Study Groups

Where Do You Go to Discuss Your Most Pressing
Challenges and Opportunities?

Selected Study Groups bring together owners, future owners and officers to share real-world best practices, fresh perspectives and insightful analysis to help each other improve their businesses and lives. These groups provide a place to talk about issues in an environment that is safe and confidential. The collective wisdom gained by participating in a Selected Study Group leads to smarter decisions, improved performance and better work-life balance.

How Will It Help Me?

Review Financials. You will complete the Statistical and Financial Analysis Tool, an in-depth look at your firm's financials, case volume and labor data. Participants work to address the findings with their Group.

Discuss Operational Performance. You will devote extensive time to addressing operational challenges within your firm. Benefit from candid feedback, voices of experience, and proven best practices to help each firm maximize its service to the community.

Engage in Valuable Conversations. In addition to conference calls, you will meet in the spring for an intensive, multi-day discussion of finance, goals, the state of funeral service and more. Some Groups visit each other's firms to provide feedback on facilities and procedures, while others choose resort type destinations.

Fall meetings are held at the site of Selected's Annual Meeting and include the exclusive All-Groups Luncheon featuring a keynote speaker and Best Practice Exchange. You will gain new ideas and practical suggestions to implement at your firm right away.

Selected Study Groups Advisory Bench. The Selected Study Groups Advisory Bench is ready to join your meeting and share their expertise. Take a look at this PDF to see who is available.

Want to Talk About It?

Contact Denise Zoephel or Dan Beavers at 800-323-4219 with questions or comments.

What's it Like?

Participants share how this program has impacted them professionally and personally.

Ashlee Etzweiler
Etzweiler Funeral Home
Study Group Sea
Read Ashlee’s story

Rick Harris
Paul W. Harris Funeral Home
Read Rick’s story

Dave Perotto
Bartolomeo & Perotto
Funeral Home
Circle of Trust
Read Dave’s story

Kimberly Farris-Luke
Farris Funeral Service
Windy G
Read Kimberly’s story

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