Operations Toolkit

Operations Best Practices

Selected's Best Practices Exchange is a members-only knowledgebase containing best practices shared by fellow members, presented at association meetings and published by Selected.

Below are categories within the Best Practices Exchange that are helpful when managing business operations.

• Business Management
• Cremation
• Eco-Friendly Practices
• Embalming
• Facilities & Equipment
• Financial

Family Business Resources

• The Art of Governance (Deloitte Private)
• Assessing Capital Needs (Deloitte Private)
• The Art of Family Business Technology (Deloitte Private)
• Long-Term Incentive Planning (Deloitte Private)
• Preparing for the Loss of an Owner (Deloitte Private)
• Leadership Transition and the Next Generation (Deloitte Private)
• The Future of the Business: How to Prepare for a Sale and Other Exit Strategy Options (Deloitte Private)
• Forming a Family Office (Deloitte Private)

Additional Operations Resources

• Seven Steps to Improve Cybersecurity (Federated Insurance)
• 8 Must-Have Tech Gadgets for Funeral Directors (ASD)
• Whitepaper: "Five Ways Technology is Transforming the Profession" (The Foresight Companies)
• Running a Family Business (Juliette Johnson; presented during the European Group Meeting)
• Year-End Tax Planning (Federated Insurance)
• Funeral Plan Regulation (Chris Clark, Ecclesiastical Planning Services; presented during the European Group Meeting)
• Forecasting, Critical Drivers and KPIs (Johnson Consulting Group)
• Could There be a Disaster in Your Future? (Federated Insurance)
• Cremation Unit Fire Prevention Checklist (Federated Insurance)
• Embalming Report Form (The Dodge Company)
• Top 10 Safe Computing Tips

Past Meeting Audio Recordings, Slides and Handouts

Families Gone Wild
Speaker: Dr. Jason Toyrer

• Slides (PDF)

Knowing the Number that Matter
Speaker: Scotty Payne

• Slides (PDF)

Look on the Business Side
Speaker: David Nixon

• Slides (PDF)
• Handout (PDF)

Conflict Happens! Resolution through Effective Communication
Speaker: Dr. Lisa Prosser-Dodds

• Slides (PPT)

Funeral Homes/Cemetery Combo Firms Special Session
Speakers: Lance Larkin and Bill McReavy

• Recording (MP3)
• Funeral Home/Cemetery Combo handout (PDF)
• Funeral Home/Cemetery Combo handout (PPT)

High Cremation Rate and High Funeral Service Rate: It's Not a Paradox!
Speaker: Stephen Dil

• Recording (MP3)
• Slides (PPT)

Catalyst for Growth: Getting from Vision to Execution!
Speaker: Donna Hover

• Recording (MP3)
• Slides (PDF)
• Meeting Agenda handout (PDF)
• Catalyst Formula handout (PDF)

Building Your Firm's Future
Speakers: Charles Billow, Dale Clock, Douglas Gober, Gary Maassen, Tim Wingen and Dr. Cordt Kassner

• Your Banking Relationship slides (PDF)
• Predicting your Future by Looking at my Past slides (PDF)
• There has Never Been a Better Time to be in Funeral Service than Right Now slides (PDF)
• Building Your Firm’s Future slides (PDF)

Cremation Strategies
Speakers: Brad Hansen, Donald Miller and Iain Steel

• Cremation Packages and Worksheets handout (PDF)
• The Five Don'ts of Cremation slides (PDF)
• Iain Steel slides (PDF)

Putting Numbers to Work for You
Speaker: John Schmitz

• Slides (PDF)
• Selected's Sample Financial Tool handout (XLS)