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NOVEMBER 8, 2019


Reach New Heights

The Preneed Summit offers managers and producers the chance to spend an intensive day working with experts – and each other – to solve some of our greatest challenges in getting referrals, developing staff, growing sales, avoiding job burnout and much more.

Our expert moderators will facilitate separate roundtable tracks for managers and producers. 

Managers will get the chance to work together to face challenges in recruiting, hiring, managing, motivating, and, yes, even terminating, members of a sales team. 

Producers will work together to overcome obstacles related to lead generation, appointment-setting, and the sales process – including the all-important close.

Our keynote speakers will help you:

  • Make positive connections with the recently bereaved.
  • Recognize symptoms of burnout and engage in self-care.
  • Learn to use social media and other resources to become an influencer.
  • Leverage influencer status to generate referrals.

 

Sponsored by Homesteaders and Brought to You by KB

Homesteaders Life Company

SPEAKERS


Meet The Experts

 

Jason Troyer, Ph.D.

Dr. Troyer earned his doctorate in counseling psychology at the University of Kansas. He is an author and founder of Mt. Hope Grief Services, which provides aftercare products, training seminars and consulting services. He also offers grief resources for the bereaved at GriefPlan.com. Most recently, he has partnered with Homesteaders Life Company to develop Finding Resilience, a career burnout and compassion fatigue prevention program for funeral professionals. You can learn more about this free resource at homesteaderslife.com/resilience.

 

 

Dean Lambert

Lambert is senior vice president of marketing and communications for Homesteaders Life Company, which he joined more than 20 years ago. He leads a team responsible for analyzing business intelligence, branding and marketing strategy, corporate communications, PR and events; and providing marketing services/support for customers and third-party marketing organizations. He was founder and president of Marketing Resource Group, a marketing communications company that served clients in telecommunications, publishing, financial services, real estate, and funeral service. He began exclusively serving the funeral profession in 1993. Lambert, who earned his MBA in 2006, has been working exclusively with funeral professionals for more than 25 years.

 

 

Wanda Sizemore

Sizemore served as a Homesteaders’ regional director for nearly 10 years and has been instrumental in managing field staff and offering customer support. In her current role, she manages Homesteaders’ training and continuing education efforts. Sizemore is a certified preplanning consultant, a certified celebrant and a recipient of the ICCFA’S 2015 Distinguished Service Award. She is currently serving as a trustee of the ICCFA’s Educational Foundation team.

 

 

Angela Erickson

Erickson began her sales career in the cemetery and funeral profession as a family service counselor for Stewart Enterprises at Lincoln Memorial Park & Funeral Home (Nebraska). She has held numerous sales and management positions, including sales manager, area sales manager and director of community and family services. Following SCI’s acquisition of Stewart Enterprises, she worked for SCI as a sales development field manager, responsible for training and coaching the sales management team and staffs. Erickson was named sales director for Forest Lawn Funeral Home & Cemetery in Omaha, and has been an integral part in developing a successful pre-need program.

AGENDA


Friday, November 8, 2019

7:30 AM - 8:00 AM

NETWORKING BREAKFAST

8:00 AM - 9:00 AM

Should Preneed Professionals Worry about Burnout?
Jason Troyer, Ph.D., Founder of Mt. Hope Grief Services

Troyer examines an issue that few want to talk about even though it can seriously affect preneed production: Job burnout.

Find out the signs and symptoms of burnout as well as how to:

  • Practice self-care to become more productive.
  • Adjust your mindset in order to maximize returns.
  • Care for fellow staff members and help them succeed.

You will get dozens of examples on how to attain peace even after the toughest days – and you’ll learn how to manage and avoid stress by recognizing the sources of burnout.

9:00 AM - 9:30 AM

Top 3 Things that Preneed Professionals Must Know about Working with the Bereaved
Jason Troyer, Ph.D., Founder of Mt. Hope Grief Services

Troyer follows up his life-changing presentation by focusing on the bereaved families you’re charged with serving. Learn how to:

  • Recognize and understand normal grief reactions.
  • Make a quick connection with a person who is recently bereaved.
  • Determine the difference between offering support versus serving as a grief counselor.

9:30 AM - 9:45 AM

BREAK

9:45 AM - 11:30 AM

Breakout Sessions Round 1

Producers’ Roundtable: 
Wanda Sizemore, Director-Training & Development, Homesteaders Life Company

Led by Sizemore, preneed salespeople will enjoy the opportunity to discuss and solve common and unique challenges in lead generation, appointment-setting and the sales process – including the all-important close. Like the managers’ roundtable, this is a participant-centered session — so come prepared with your toughest situations and greatest fears and be prepared to overcome them in this specially-designed breakout for personal producers.


Managers’ Roundtable: 
Angela Erickson, Family Service Director, Forest Lawn Funeral Home & Cemetery, Omaha, Nebraska
Led by Erickson, preneed managers will enjoy the opportunity to discuss and solve common or unique challenges in recruiting, hiring, managing, motivating, and, yes, even terminating, members of a sales team. Wondering about systems and processes, such as the latest CRM products? Erickson has seen and tried many. Questions about compensation design — bring them on! Because content is participant-centered, you will get from this roundtable as much as you put in — so come prepared with your toughest situations and be prepared to solve them in this specially-designed breakout for managers.

11:30 AM - 12:30 PM

LUNCH

12:30 PM - 1:30 PM

Becoming an Influencer
Dean Lambert, Senior VP-Marketing & Communications, Homesteaders Life Company

You don’t have to be a millennial to be a social media influencer! During this session, participants will learn:

  • The definition of “influencer” (it’s not a new concept, but social media amplifies influence).
  • How to leverage your authority and knowledge to grow sales opportunities within and beyond social/professional spheres.
  • Top social media channels, demographics and reciprocity.
  • Tips on becoming an advance funeral planning influencer.
  • Tips on marketing online.

With decades of marketing experience and a deep knowledge of what drives families to prearrange, Lambert’s wisdom will help you boost results as soon as you return home.

1:30 PM - 2:45 PM

Breakout Sessions Round 2

Producers’ Roundtable: 
Wanda Sizemore, Director-Training & Development, Homesteaders Life Company

Led by Sizemore, preneed salespeople will enjoy the opportunity to discuss and solve common and unique challenges in lead generation, appointment-setting and the sales process – including the all-important close. Like the managers’ roundtable, this is a participant-centered session — so come prepared with your toughest situations and greatest fears and be prepared to overcome them in this specially-designed breakout for personal producers.


Managers’ Roundtable: 
Angela Erickson, Family Service Director, Forest Lawn Funeral Home & Cemetery, Omaha, Nebraska
Led by Erickson, preneed managers will enjoy the opportunity to discuss and solve common or unique challenges in recruiting, hiring, managing, motivating and, yes, even terminating, members of a sales team. Wondering about systems and processes, such as the latest CRM products? Erickson has seen and tried many. Questions about compensation design — bring them on! Because content is participant-centered, you will get from this roundtable as much as you put in — so come prepared with your toughest situations and be prepared to solve them in this specially-designed breakout for managers.

3:00 PM - 3:15 PM

Conclusion

Ask the speakers and facilitators any final questions and head home inspired and recharged to serve families and boost business operations.

HOTEL - $155 per night


Renaissance Concourse Atlanta Airport Hotel

One Hartsfield Centre Parkway

Atlanta, Georgia 30354

United States

www.katesboylston.com/atlantahotel

404-209-9999


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Early Bird Registration

STARTS: Friday, November 8, 2019 at 6:30 AM
ENDS: Friday, November 8, 2019 at 3:30 PM
Take advantage of our early bird price and save $100 off the regular registration price of $495. Offer valid through August 30, 2019.

Early Bird Pricing

$395.00


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Contact

Thomas Parmalee, event coordinator
732-746-0201
tparmalee@Kbpublications.com

ABOUT OUR EXCLUSIVE SPONSOR


Homesteaders Life Company

A national leader in providing products and services to promote and support advance funeral planning and funding for end-of-life expenses. Founded in 1906 for the expressed purpose of funding funeral and final expenses, Homesteaders has emerged as the trusted name in the funeral profession because of our company's stability, security and integrity.

 

Homesteaders Life Company

UNTIL THE EVENT

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