FROM THE PUBLISHER
Hi, I'm Tim Totten, a 25-year industry veteran. I've worked at both corporate and family-owned firms before expanding my side business (making removal quilts out of the garage) into a full-time career. It's been my great pleasure to not only make great products for my favorite industry but now bring this magazine with aims to share other great products and ideas with you, funeral home owners and managers.
Timothy Totten Publisher
Even though this idea still feels so new to me, I can barely believe we're already on our 3rd calendar year publishing this magazine!
As we keep growing, we've added a skilled Ad Manager, Jim Rohrlack, to help us find companies that want to share their amazing products and services with you in the pages of this magazine.
If you'd like to feature your ads or learn more about how to market with us, you can reach him at jim@fbsmagazine.com.
We're looking forward to seeing you all in October at NFDA in Chicago! That's actually Jim's stomping grounds, so if you are coming to the convention, drop him a line for the best places to visit or, better yet, eat in the Chicagoland!
TIMOTHY TOTTEN Publisher
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You can also visit our website to request a digital email subscription in addition to your free print subscription.
Jim Rohrlack Ad Manager
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FUNERAL HOME SUCCESS STORY
Oliverie Funeral Homes in New Jersey are family-owned and operated firms led by founder Geraldine Oliverie and her husband Michael Hennicke, the two locations service Manchester and Jackson, New Jersey.
CONTRIBUTORS
Gail Rubin, Certified Thanatologist and The Doyenne of Death®, is a pioneering death educator. She is the author of four books on end-of-life issues, was one of the first people to hold a Death Café in the United States and she has coordinated six Before I Die New Mexico Festivals. Learn more about Gail at her website, www.AGoodGoodbye.com.
Michael Faherty has been serving clients in the deathcare industry for more than seven years. He has more than 20 years in financial and investment experience. Michael holds a blended role with FSI and Argent Financial Group’s Funeral and Cemetery Trust division. You can reach Michael Faherty at mfaherty@ argenttrust.com
George Paul III is a volatile visionary using branding and design to help grieving families honor the legacy of their loved one. Cherished Creative delivers agency-level branding, marketing and design services to busy firm owners. He can be reached at gpaul@ cherishedkeepsakes.com.
Ronald H. Cooper, CPA is a funeral home accountant and consultant with Ronald Cooper, CPA, PLLC. He can be reached by phone at 603-6718007, or you may email him at ron@ funeralhomeaccounting.com.
Raymond L. Bald, CPA is a funeral home tax accountant and consultant with Cummings, Lamont & McNamee, PLLC. He can be reached by phone at 603-772-3460, or you may email him at rbald@clmcpa.com
FUNERAL BUSINESS SOLUTIONS MAGAZINE www.FBSMagazine.com
A
1801 South Bay Street Eustis, Florida 32726
Timothy Totten, Publisher TimTotten@FBSMagazine.com 352.242.8111
Robin Richter, Content Editor RobinRichter@FBSMagazine.com 813.500.2819
Funeral Business Solutions Magazine is published bi-monthly (6 Issues a year) by Radcliffe Media, Inc. 1801 South Bay Street, Eustis, Florida 32726. Subscriptions are free to qualified U.S. subscribers. Single copies and back issues are $8.99 each (United States) and $12.99 each (International). United States Subscriptions are $64.00 annually. International Subscriptions are $95.00 annually.
Visit www.FBSMagazine.com for content that is updated frequently and to access articles on a range of funeral industry topics. Radcliffe Media provides its contributing writers latitude in expressing opinions, advice, and solutions. The views expressed are not necessarily those of Radcliffe Media and by no means reflect any guarantees that material facts are accurate or true. Radcliffe Media accepts no liability in respect of the content of any third party material appearing in this magazine. Copyright 2025. All rights reserved. Funeral Business Solutions Magazine content may not be photocopied or reproduced or redistributed without the consent of publisher. For questions regarding magazine or for subscriptions, email info@FBSMagazine.com.
ARTICLE REPRINTS
For high quality reprints of articles, email us at content@FBSMagazine.com.
INDUSTRY HEADLINES
TribuTe Technology
Announces 2025 Tech-enAbled FunerAl home AwArd winners, honoring innovATion Across The FunerAl ProFession
WAUNAKEE, WI — Tribute Technology is proud to announce the recipients of the 2025 Tech-Enabled Funeral Home Awards, which recognize funeral service professionals and organizations that are advancing the profession through thoughtful use of technology. These annual awards highlight leaders who are redefining the family experience, streamlining operations, and strengthening community connections through innovation.
“The 2025 award recipients continue to inspire the profession by embracing digital tools that create more meaningful, accessible, and compassionate experiences for the families they serve,” said Courtney Gould Miller, President of Commercial Markets at Tribute Technology. “Each honoree demonstrates how purposeful use of technology can transform funeral service while preserving the care and human touch that defines it.”
2025 Tech-Enabled Funeral Home Award Recipients
Innovation Impact: Water Cremation Technologies: Tom Tierney, Owner of The Green Cremation
Outstanding Organization-Wide Innovation: Lindsay Granson, Chief Operating Officer at Heritage Family Funeral Services
Unified Service Through Technology: Ryan Johnson, Funeral Director at Knapp-JohnsonHarris Funeral Home
Leader in All-in-One Technology: Anthem Partners
Leader in Personalized Memorial Experiences: Givnish Funeral Homes
The Connected Care Award: Brian Joseph, President of Verheyden Funeral Homes
Website Connected Video Displays: Paul St. Pierre, President of St. Pierre Family Funeral & Cremation Services
Marketing Thought Leader for ObitShare: Bob Arrington, President and Founder of Arrington Funeral Directors
Tribute Technology’s mission is to bring the best technology to all funeral homes, to help communities around the world celebrate life, and to pay tribute to loved ones. Over 9,000 end-of-life providers already use Tribute Technology’s software and product offerings, including websites, marketing services, management software, online planning, personalized memorial keepsakes, payment processing, and other solutions. Tribute Technology is focused on innovating to help funeral directors save time on tasks so they can focus more on connecting with the families who have lost a loved one. The company’s goal is to give funeral directors everything they need to run their business in one place, making their lives easier.
AnThem PArTners locATions Join liFe celebrATion neT work
FRISCO, TEXAS - Anthem Partners, a leading operator of funeral homes and cemeteries across North America, is proud to announce that its locations have become partners of the Life Celebration Inc. network. Through this partnership, Anthem locations will gradually introduce the Life Celebration program across the Anthem network, offering families distinctive services and fully customized products that honor their loved ones while supporting the grieving and healing process.
As part of the rollout, each location will receive training from one of Life Celebration’s Certified Experience Economy Experts. These in-depth, hands-on sessions will equip the Anthem team with the tools and knowledge to deliver Life Celebration’s unique offerings.
“It hasn’t taken long to see the impact of Life Celebration at our funeral homes,” said Chad Jackson, Executive VP of Operations at Anthem Partners. “Life Celebration not only brings healing to families but has also sparked new energy within our staff. We’re excited to give our funeral homes the tools to create truly memorable experiences for the families they serve.”
Brian Givnish, Director of Training and Development at Life Celebration, stated, “Our passion lies in the Life Celebration experience—it is about the products we create and the associated strategies we implement. Through customization, those products act as a vehicle to drive unique experiences for every family. With our team of more than 30 graphic designers, we strategically help our partners provide high-quality keepsakes that are branded on the hearts and minds of every guest who encounters their funeral homes.”
Jim Cummings, Vice President of Life Celebration, emphasized the deeper purpose behind the Life Celebration program: “We help create order out of chaos. Families leave Life Celebration services feeling informed, involved, and comforted—knowing they played a meaningful role in honoring their loved one’s life.”
As part of the Life Celebration network, every Anthem location will be better equipped to provide families with more personalized and meaningful memorial experiences. This association aligns with Anthem Partners’ mission to help funeral homes thrive through innovation, compassion, and exceptional service.
Anthem Partners is a privately held operator of funeral homes and cemeteries across North America. Founded by industry professionals and backed by long-term investors, Anthem is committed to honoring legacy, respecting community traditions, and supporting funeral professionals through sustainable growth. To learn more, visit www.anthempartners.com.
Founded by funeral directors for funeral directors, Life Celebration partners with firms to design personalized tribute products that support the healing process. All products are custom-designed and produced in-house by our graphic design team, leveraging advanced inhouse print and digital equipment, and guided by Certified Experience Economy Experts to deliver truly one-of-a-kind memorial products. To learn more, visit www.lifecelebrationinc.com.
exPress FunerAl Funding exPAnds cusTomer convenience
wiTh
digiTAl noTAry oPTion
JEFFERSONVILLE, IN – Express Funeral Funding (EFF), the nation's FASTEST. EASIEST. at-need insurance assignment funding company, is proud to announce a new partnership with Proof, a secure online notarization platform designed to support customers who may not have immediate access to a notary.
This partnership enhances EFF’s commitment to delivering seamless, customer-first service by offering an alternative option for cases where notarization is required for claim verification and a notary is not readily available. With Proof, a 24/7 on-demand service, customers can complete the necessary steps without delays, providing a better experience for the families they serve. “We’re always looking for ways to simplify the experience for our customers,” said Deanna Wilkinson, vice president of sales and marketing. “Partnering with Proof allows us to remove a common barrier for funeral homes and cemeteries—access to a notary—without slowing down the funding process. It’s another way we’re delivering practical, compassionate solutions when our partners need them most.”
“At Proof, we’re always looking to partner with industry leaders who share our commitment to delivering better, faster experiences for customers,” said Phil Motto, director of growth at Proof. “Express Funeral Funding exemplifies that mission, and we’re proud to support their work. With Proof, families and funeral staff can connect with the Notarize Network 24/7—eliminating delays and ensuring critical documents are notarized quickly and securely.”
Through the partnership, customers can easily upload EFF’s assignment form, connect with a live digital notary, and securely receive notarized documents online. The service provides transparent pricing based on the number of beneficiaries and offers an intuitive platform that aligns with EFF’s focus on simplicity and speed.
For information on how to access Proof, please reach out to our Customer Service Team at contact@expff.com or text 415.949.2428.
For more information about Express Funeral Funding, visit www.expressfuneralfunding.com, email clientrelations@ expff.com, text 415.949.2428, or call 812.949.9011. Since 2002, EFF has delivered the ultimate funding experience by eliminating the burden of working with insurance companies— limiting administrative hassle, providing immediate payment, and advancing complete policy funds to funeral homes and cemeteries nationwide.
Proof is the trusted platform for the most important agreements that businesses and consumers sign. Thousands of businesses trust Proof to collect all types of documents – everything from online notarization to identity-assured eSignatures. Proof operates the Notarize Network, the largest on-demand network of trusted notaries that are available 24/7 to perform a notarization or check a person’s identity. For more information, visit: www.proof.com
ogr To hosT FuTure leAders Forum ogr PresenTs FuTure leAders Forum To FosTer
The PoTenTiAl oF FunerAl home ProFessionAls
INDIANAPOLIS, IN – The International Order of the Golden Rule (OGR) is proud to announce the upcoming Future Leaders Forum, presented by Full-Circle Aftercare, held August 25-27, 2025, at the Karrer-Simpson Funeral Home, an affiliate location of Pollock-Randall Funeral Home in Port Huron, Michigan.
This event is designed to nurture and develop the next generation of leaders in the funeral service profession. This two-day program will gather young professionals, first and secondcareer individuals, and emerging leaders for engaging education, problem-solving exercises, and strategic discussions.
"We are pleased to host the 2025 OGR Future Leaders Forum in Port Huron,” said Ann Randall, Pollock-Randall Funeral Home. “It will be a great time of sharing, connecting, and learning together while enjoying late August in our beautiful Blue Water Area on Pure Michigan's Thumb Coast."
The theme for the 2025 Future Leaders Forum is “Own the Future.” Participants will explore visionary concepts and innovative strategies that can help shape the funeral home of the future. The program will feature a diverse range of sessions and activities, including:
• “Bridging the Generational Divide in the Workplace” with Antonio Green, James H. Cole Home for Funerals
• " Making the Best Choice for Your Preneed” with Andy Weninger, Premier Preneed Marketing
• "Building a Strong Foundation: Financial Insights from Independent Funeral Homes, presented by Express Funeral Funding” with OGR Members Chris Janowiak, Shelly BrownChudzinski, Phil Vallelunga, and Sara Walsh
• " Star Trek and Vikings.... At a Funeral? aka Dare to Use Your Imagination” with Joe E. Pray, Pray Funeral Home
• “The Power of Moments Workshop” led by Matthew Van Drimmelen, Full-Circle Aftercare
• Optional social activities, including a lighthouse tour and an evening at a local lake house.
“It’s an honor to support the OGR Future Leaders Forum and share knowledge with the rising stars of our profession,” said Matt Van Drimmelen, Full-Circle Aftercare. “Investing in the next generation of funeral service leaders ensures a stronger, more compassionate future for the families and communities we serve.”
Continuing education credits in accordance with state regulations are also available.
To support the attendance of OGR member funeral homes, the OGR Foundation is offering $350 scholarships to the first fifteen (15) OGR member funeral homes that register a staff member for the Future Leaders Forum.
"As funeral homeowners in an ever-evolving field, we know how important it is to nurture and develop the next generation of leaders,” said Chris Miller, Chair of the OGR Foundation Board.
“The Future Leaders Forum is an incredible opportunity for our emerging professionals to gain essential skills, connect with like-minded peers, and grow into the leaders our profession needs. I wholeheartedly encourage you to send your rising stars to this event. With the scholarships available through our foundation, there's no better time to invest in their future and, in turn, the future of our independently owned funeral homes."
Express Funeral Funding is also a sponsor of the event. "EFF is honored to support OGR and is deeply committed to investing in the next generation of funeral service professionals,” said Deanna Wilkinson, Vice President of Sales and Marketing. “Have fun and take this opportunity to grow, connect, and lead the way forward in our vital and innovative industry!"
The Future Leaders Forum warmly welcomes participation from both OGR member and non-member firms. For more information and to register, visit www.OGR.org/future-leaders-forum.
The International Order of the Golden Rule (OGR) is an association of independently owned and operated funeral homes dedicated to ethical service to all. Founded in 1928, it is our mission to make independent funeral homes exceptional. We do this by building and supporting member interaction, information exchange and professional business development through a wide range of programs, services and resources. For more information, visit www.ogr.org.
Why Every Funeral Professional Should Consider Attending the NFDA Convention & Expo
BY TIMOTHY TOTTEN, PUBLISHER
Each year, the National Funeral Directors Association (NFDA) hosts its International Convention & Expo, drawing professionals from across the globe to explore innovations, elevate their skills, and build lasting connections.
This October 26-29, the convention heads to Chicago, offering four days of education, inspiration, and engagement. For funeral directors, this isn’t just another industry event—it’s a career-enhancing, perspective-broadening experience not to be missed.
Why
Attending a Trade Show Like NFDA Matters
The funeral profession is evolving rapidly, shaped by shifts in consumer preferences, technological advances, and changing regulations. Trade shows offer a rare opportunity to get ahead of the curve:
• Professional Development: Access to CE-eligible workshops ensures you stay compliant and knowledgeable.
• Networking Opportunities: Meet peers, mentors, and innovators who can enrich your professional journey.
• Exposure to Innovation: Discover the latest products, services, and tools designed to improve your business.
• Inspiration and Energy: Return home recharged with fresh ideas and renewed enthusiasm.
No online webinar or publication can replicate the in-person energy, engagement, and connection of a national convention.
Before
You Go: Pre-Convention Planning Tips
Attending a large-scale event like the NFDA Convention requires thoughtful preparation to make the most of your experience:
• Register Early – Sign up by August 14 to secure early bird rates. Scholarships of up to $2,200 are available, so apply if eligible.
• Book Lodging Through Official Channels – Use NFDA’s trusted hotel partners to avoid scams. Hotel blocks close October 3.
• Pick Your Track – Choose from Full Convention, Expo Plus, or Expo Only registration levels depending on your schedule and goals.
• Download the NFDA App – It will help you plan your sessions, navigate the Expo floor, and keep you connected.
• Make a Plan – Review the agenda in advance to choose sessions, networking events, and exhibits that align with your goals.
During
the
Convention: What to Do and Where to Go
Attend Pre-Convention Seminars (Oct. 24-26)
These intensive workshops offer specialized training for those looking to deepen their expertise:
• Certified Celebrant Training
• NFDA Arranger Training
• Cremation Certification Program
• Advanced embalming and trauma care
• Mental wellness and self-care for funeral professionals
Don’t Miss the General Sessions
Kick off each day with nationally recognized keynote speakers:
• Felipe Gómez (Oct 27) – “Virtuoso: Living the Virtuoso Life”
• Crystal Washington (Oct 29) – “Futureproof Yourself”
These sessions are designed to inspire and challenge your thinking beyond the funeral profession.
Choose from 30+ Workshop Sessions
The heart of the NFDA Convention is its robust educational programming. Topics include:
•Embalming techniques: airbrush color theory, trauma prep
•Business growth: digital marketing, consumer psychology
• Compliance and legal updates
• Eco-conscious services and green funerals
• Grief care, community engagement, and cultural sensitivity
You’ll leave with actionable insights to implement immediately in your practice.
Walk the Expo Floor
With over 300 exhibitors, the Expo Hall is your chance to:
• Discover the latest funeral tech, memorial products, and cremation solutions
•Meet innovative vendors offering tools to streamline your operations
• Check out the NFDA Innovation Award winners
• Visit NFDA Central for resources and conversations with staff and board members
Bring business cards and comfortable shoes—there’s a lot to explore.
Make Time for Networking Events
The NFDA Convention is as much about who you meet as what you learn. Key networking highlights include:
• Welcome Party (Oct 26) – Hosted at the House of Blues, it’s the perfect way to kick things off.
• Funeral Service Foundation Golf Classic – A great chance to relax and connect.
• Young & New Funeral Professionals Reception (Oct 28) – Build connections with peers and emerging leaders.
• Service of Remembrance (Oct 29) – A moving tribute honoring funeral professionals we’ve lost.
After the Convention: Make It Count
Your learning doesn’t end when the convention does. Take these steps to maximize your ROI:
• Review Your Notes – Within a week, consolidate key takeaways and ideas.
• Share What You Learned – Offer a recap to your team or write a blog post to position yourself as a thought leader.
• Follow Up – Connect with new contacts on LinkedIn, send thankyou emails, and reach out to vendors of interest.
• Apply for CE Credits – Make sure you get full credit for your participation.
While You’re in Chicago: Go Beyond the Convention
Chicago is a world-class city offering culture, cuisine, and unforgettable sights. Consider these activities to round out your trip:
• Architectural River Cruise – Admire the city’s skyline and learn about Chicago’s architectural history.
• Graceland Cemetery Walking Tour – Discover the final resting places of famous Chicagoans, many of whom shaped the city’s legacy.
• TV & Movie Tour – See filming locations from iconic movies and shows.
• Wrigley Field Tour – A must-see for baseball fans (check availability).
• Explore Neighborhoods – Visit the Art Institute, Millennium Park, or shop along the Magnificent Mile.
• Chicago Food Tour – Indulge in deep-dish pizza, Italian beef, and more.
Whether you’re extending your stay or fitting in activities between sessions, take time to experience the best of the Windy City.
Final Thoughts
The NFDA International Convention & Expo is more than an event—it’s a catalyst for growth. By attending, you invest in yourself, your team, and your future. From high-level keynotes to hands-on skills training, from networking mixers to vendor showcases, there is no better place to experience the full spectrum of the funeral service profession.
Whether you’re a seasoned director or an emerging professional, NFDA Chicago 2025 promises to be four unforgettable days of discovery, connection, and professional elevation.
So pack your business cards and prepare to be inspired. We’ll see you in Chicago! FBS
Oliverie Funeral Homes FUNERAL
Please share the history of your funeral homes.
At just eight years old, Geraldine was told she was too young to attend her grandmother’s funeral. That moment left a lasting impression—and sparked a deep curiosity about funeral service that ultimately led to her life’s calling.
After completing her internship at Belkoff Jewish Memorial
Chapel, Geraldine earned her funeral director license. In 1987, she opened the doors to Oliverie Funeral Home in Lakehurst, a modest location serving about 50 families a year. As her reputation for compassionate care grew, she expanded in 2001 with a second location in Manchester. The new facility quickly became the preferred location, prompting Geraldine to sell the original Lakehurst site, which is now home to a church.
Geraldine and her husband, Mike— also a licensed funeral director—live above the Manchester funeral home, where they raised their three children: Marissa, Bridget, and Michael. Their on-site presence means phones are personally answered, and help is available 24/7.
In 2021, Oliverie Funeral Home expanded once again, opening a state-of-the-art facility in Jackson. This location was thoughtfully designed from the ground up to meet the evolving needs of today’s families, with flexible spaces to accommodate all sizes, customs and requests.
“I had a vision to create a funeral home unlike any other in New Jersey,” Geraldine shares. “We were the first to design and build a facility that includes an on-site banquet hall, a peaceful atrium café, and a memorial store—all under one roof. It’s a onestop service center to help families honor their loved ones in the most personal way.”
Oliverie Funeral Home remains proudly family-owned and is predominantly led by women, continuing a tradition of heartfelt, attentive care that began with a young girl’s quiet wish to say goodbye.
What makes your funeral home unique?
What sets us apart is that we are the only Life Celebration funeral home in the county. This distinction allows us to offer families truly personalized services and meaningful keepsakes that reflect the life and legacy of their loved one.
As a completely family-owned and operated business, our first-generation owner and manager remains hands-on—personally directing services and answering calls to ensure compassionate care at every step.
Both of our locations offer on-site catering, and our Jackson facility features The Wisteria banquet hall. While often used for repasts, the space also hosts a wide variety of community events, including bridal
and baby showers, wedding receptions, birthday celebrations, and more. It’s a warm and welcoming venue that brings people together in all of life’s moments.
Our Jackson location is also equipped with Blink charging stations for electric vehicles, available for use by anyone in the community.
Additionally, we have three certified celebrants on staff who are skilled in creating personalized services— whether religious, non-religious, or a blend of both— ensuring every ceremony reflects the unique life it honors.
What does excellent customer service mean to you?
Excellent customer service means being available to families at all times and serving this deeply human need with the highest level of care, respect, and attention. We are genuinely passionate about supporting families through one of life’s most difficult moments—and we
FUNERAL HOME SUCCESS STORY
always go the extra mile to meet their needs.
Our commitment doesn’t end when the service is over. We continue to stay in touch with the families we’ve served for up to a year, offering aftercare support and acknowledging the importance of the first anniversary of death and all first holidays that they will experience without their loved one, as part of our ongoing care.
What do you feel has been the biggest factor in your success?
I believe our success is rooted in our strong ties to the community and the fact that we’ve raised our family here. Our local involvement, paired with a compassionate team of dedicated employees who truly represent our values, has been essential to building trust and meaningful relationships over the years.
Over the years, we’ve introduced a variety of complimentary programs at our funeral home to support the families and
communities we serve. These include free grief counseling, educational pre-planning seminars, and dedicated sessions for veterans that explain the benefits they are entitled to—along with assistance in pre-registering for the veterans' cemetery. We also offer notary services and are continually expanding the range of services available.
How are you involved in your community?
In addition to these ongoing offerings, we host a number of meaningful community events throughout the year. These include:
• Holiday Remembrance Dinners, providing comfort and connection during the holiday season
• Clergy & Staff Day on the River Lady, to honor and thank those who also serve our community
• Veterans Remembrance Services in collaboration with the local town hall
• Annual Blood Drives in partnership with the American Red Cross
• Annual Tax Shred Day, promoting security and sustainability
• Senior Health Fairs, co-hosted with local medical and long-term care providers
Each event is part of our commitment to serve not just during times of loss, but throughout the many seasons of life.
What excites you about the future?
What excites me most is seeing new generations enter the funeral profession—bringing fresh perspectives while honoring the values and traditions that have shaped our industry. I'm inspired by the opportunity to blend timehonored practices with innovative ideas to better meet the evolving needs of today’s families. It’s exciting to imagine what the “traditional funeral” of the future will look like.
Do you have any advice for other funeral homes?
My advice to other funeral homes
is to remain open and adaptable to the ongoing changes within our industry—whether they are new methods of disposition or the evolving ways families choose to memorialize and celebrate their loved ones.
As we embrace these changes, it’s equally important to stay informed and educate the families we serve. Providing compassionate, knowledgeable guidance ensures that families can make well-informed decisions about endof-life care with clarity and confidence. FBS
New VersoTable Plus Makes Setting Up Memorial Services Faster & Easier
The all-new VersoTable Plus from Final Embrace fills a need for a larger table for graveside and memorial services. The company, which launched the highlysuccessful VersoTable Standard eight years ago, revolutionized portable display systems by creating an 8-pound table with integrated cover and bag that meant that a beautifully-covered surface could be taken virtually anywhere a service might take place.
“Our 25 inch square table has really helped so many funeral directors,” says Managing Partner Timothy Totten. “But so many of them asked us to develop something larger that they could use to set out everything needed for a memorial service or to display at events and trade shows.”
This led Totten and his team to seek out a lightweight table that can not only hold 100 pounds but fold down to a lightweight package for easy transport. The eventual aluminum table is constructed much like their VersoTable Standard, but with more than twice the table space, making it easier to display many more items.
“What most people really love is the integrated cover and bag,” says Final Embrace COO Michael Collins. “It was important to us to make sure the bag and cover could still be connected, which keeps the fabric smooth and means you don’t lose the cover or bag between uses.”
The team at Final Embrace spent months testing and prototyping different construction methods to connect the cover and bag. Led by the 8-year success of the design for their VersoTable Standard, they still needed to figure out how to construct a bag that would hold twice as much surface and skirt fabric while keeping everything tidy.
They finally settled on a unique zipper design that allows the entire cover and bag to lay flat on the table, before turning their attention on how to secure the bag to the top of the table. Their final design was a happy accident that improved both VersoTable versions.
“We were busy trying to connect this big bag/cover to the table,” says Totten, “That we just tried a weird idea of adding triangles of stretchy fabrics to the corners. And it worked so incredibly well we added the same idea to the standard size VersoTable as well!”
Watch the Video
The new VersoTable Plus, which provides more than 12 square feet of display space and unpacks in just two minutes, has even been nominated for the 2025 NFDA Innovation Award for new products and services.
The entire team at Final Embrace is extremely proud of the new product and are excited to see funeral professionals using the new item in the field. Weighing
COVER STORY
in at just 16 pounds, the VersoTable Plus is easy to carry and set up for any member of the staff and lends an air of dignity and class to any funeral, memorial service, graveside committal, or event.
ABOUT FINAL EMBRACE: Created nearly 25 years ago in the founder's garage, Final Embrace has gone on to become a leading manufacturer in the funeral industry, selling removal and alternative viewing products to 25,000+ funeral homes across the United States and around the world. Based in Florida, the company proudly employs a dozen people making their products completely within the United States. You can learn more online at www.FinalEmbrace.com or call 800-896-0598.
EMPLOYEE FRAUD: An Unfortunate Reality
BY RAYMOND L. BALD, CPA, & RONALD H. COOPER, CPA
In December 2021, Terry J. Harmon, a former executive of a Southern California-based funeral home, was sentenced to 27 months’ imprisonment for embezzling more than $2 million from his funeral home employer over a period of three years. The target was a large funeral home practice with over 16 locations in three California counties, but it can happen to any funeral home, no matter the size. In fact, smaller funeral homes are at higher risk of employee fraud and embezzlement due to their limited resources. Nonetheless, there are some basic steps you can take to protect yourself and reduce employee fraud risk. But first, let’s review some fraud basics.
Fraud and abuse occur in most organizations. The methods by which fraud can occur are almost endless, but there are three basic elements which exist in every fraud that is committed: incentive/pressure, rationalization,
and opportunity. These three elements comprise the “Fraud Triangle,” a concept which was developed by sociologist Donald Cressey.
Incentive or pressure is the motive to commit fraud (e.g. gambling or drug addictions; high medical bills; etc.) Rationalization is how the perpetrator rationalizes the fraud they are committing (e.g. “It’s just a loan; I’ll pay it back later” or “I work extra hours that are unpaid, so I deserve this”). Opportunity exists when the perpetrator believes fraud can be committed without getting caught. As a business owner, the only part of the Fraud Triangle over which you have any influence is opportunity and minimizing the opportunity for fraud to occur is the key to preventing it from happening in the first place. You do that by having a good internal control system.
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An internal control system has three main objectives:
1) it’s meant to minimize the occurrence of errors, fraud, and waste
2) it assures that your financial and accounting information is accurate
3) it serves to maintain compliance with your company’s policies.
As you can see, an internal control system is meant to do more than simply reduce the risk of fraud occurring. It also serves to keep your practice running smoothly and to provide you with the accurate information you need to make sound business decisions. As such, every practice should develop and implement a strong internal control system.
With that said, here are some specific internal control policies and procedures which will reduce fraud risk.
Segregation of Duties.
To minimize fraud, it’s important that no single person is in charge of certain tasks. The functions of authorizing, recording, and holding custody over assets should be separated among different individuals. In my experience, a lack of segregation of duties is most often the cause of failing to detect fraud occurring in funeral homes. It’s not uncommon for a funeral home to have a single longtime employee overseeing all its financial transactions such as paying bills, depositing checks, reconciling bank accounts, and maintaining the accounting records. Although convenient, this provides enormous opportunities to embezzle funds. Staff limitations may prevent you from properly segregating duties, but there are some simple steps you can take to strengthen controls in this area. Your accountant can help you if you think this is an area of weakness in your practice.
Required Vacation Days.
Require that employees who perform key functions take vacations of at least a week or more at a time. In order to perpetuate a fraud, the fraudster must continually hide it. Frauds have often been discovered by employees who take over the duties of fraudsters while they are on vacation.
Cross-train Staff and Rotate Duties.
Similar to the concept of requiring that vacation days be taken, consider cross-training employees to perform multiple functions, then have them switch and rotate duties. Employees should not know when their duties will be rotated too far in advance as this will allow a fraudster time to cover up their tracks.
Follow Your Own Rules.
Setting the tone at the top sends an important message to staff. Although you may be the practice owner, you should follow the same policies and procedures as your staff. Remember, internal controls are designed for the good of the practice, not just certain individuals. Let staff see you walk the walk as well as talk the talk.
Establish a No Tolerance Fraud Policy.
It’s important to clearly communicate to staff that fraud will not be tolerated and any staff guilty of committing fraud will be terminated and prosecuted. The purpose of such a policy is to deter staff from committing fraud. Failing to follow through on it will demonstrate to staff that committing fraud will have little to no consequences.
Monitor the Effectiveness of Your Internal Controls. Finding fraud after it happens is difficult because fraudsters purposely hide their acts to avoid being caught. Preventing fraud is much easier than finding it after the fact.
Showing staff that you’re monitoring internal controls to ensure they are being followed and working will greatly affect their perception of the opportunity to successfully commit fraud. Simply put, let your employees see you’re watching and they won’t believe they can commit fraud.
Most of all, be prepared. Fraud will happen in any size organization. Experience has shown that even a company’s most trusted employee can commit fraud given enough pressure, rationalization, and opportunity.
Developing and implementing sound internal control policies and procedures will greatly reduce the risk of fraud from occurring and improve your funeral home’s operating performance. FBS
This article is meant to provide general information and should not be construed as legal or tax advice or opinion and is not a substitute for advice of counsel, CPAs, or other professionals.
Raymond L. Bald, CPA is a funeral home tax accountant and consultant with Cummings, Lamont & McNamee, PLLC. He can be reached by phone at 603-772-3460, or you may email him at rbald@clmcpa.com
Ronald H. Cooper, CPA is a funeral home accountant and consultant with Ronald Cooper, CPA, PLLC. He can be reached by phone at 603-671-8007, or you may email him at ron@funeralhomeaccounting.com.
Who is Kanga-Woo and what product and/or service do you provide?
Kanga-Woo First Call Pouches is a company who manufacturers high quality, tailor made first call pouches, cot covers, and baby carriers. Kanga-Woo also provides pouches and carriers for the pet care industry.
How did Kanga-Woo get involved in the funeral industry?
Owner, Al Schiavone has been a licensed Funeral Director for the past 34 years. Al has made numerous first call removals of all kinds using the standard products that have not changed or improved for years. This lead Al to re-design and patent a more efficient, accessible product for the funeral professionals and first call removal techs.
What makes your initial product, the first call pouch, unique? What sets Kanga-Woo First call Pouches apart from others is our "revolutionary" design.
The Kanga-Woo first call pouch has many features including a built in, full length mattress sleeve. This design prevents the mattress pad from sliding out of place when making a first call removal. The pouch is 6 inches deeper than the standard pouch and has 2 inner and outer pockets along with 2 built in pillow sleeves. These features, in combination with the heavy duty zipper allows the pouch to be placed on the cot in either direction.
What innovations did you add to your cot covers?
The unique design on the Kanga-Woo cot cover is a magnetic "flip up" end. This flip up end prevents the cover from getting caught in the wheels while placing the cot in the vehicle. A built in pillow sleeve allows for the convenience of carrying a pillow or other supplies needed.
What is your newest product?
Last, but not least, we are very excited to introduce our newest product, the Kanga-Woo First Call baby removal carrier. Our baby carrier is not only very professional looking, but is so easy to use. The carrier is 100% collapsible for easy storage when not in use. As with all our products, we use only high quality upholstery fabric which is 100% polyester and machine washable. All our products are offered in several different fabric patterns to choose from.
What are the benefits to using products from Kanga-Woo?
Did we mention.... Kanga-Woo products are proudly hand made and designed in The United States. All KangaWoo products are designed to make the removal process easier and more efficient. The first class design will provide compassion and professionalism in your funeral home.
How would a funeral home contact you?
You can reach Kanga-Woo by visiting our website at www.kanga-woo.com, email us at info@kanga-woo.com or call us at 1-800-645-8966.
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The Five Characteristics of a Million-Dollar Funeral Home: Breaking Free from the Commodity Trap
BY GEORGE PAUL, III
The funeral industry is at a crossroads. While we've long enjoyed the security of an "insulated industry," that protection is rapidly eroding. Families increasingly view funeral homes as interchangeable commodities, making decisions based on price rather than value. This dangerous shift threatens the very foundation of what we've built—but it doesn't have to be your reality.
After two decades in branding and design, working with hundreds of funeral homes nationwide through Cherished Keepsakes, I've identified five critical characteristics that separate million-dollar funeral brands from struggling firms trapped in the race to the bottom. These aren't just nice-tohaves—they're survival essentials for the modern funeral home.
The Commodity Crisis
Here's the uncomfortable truth: when families can't distinguish between funeral homes, they default to price comparison. This commoditization divides our industry, forces us to compete on cost rather than value, and ultimately leads to burnout,
market share loss, and business closure. The firms that thrive understand that branding isn't about pretty logos—it's about creating an emotional connection that transcends price.
Think of it this way: a person's gut feeling about your funeral home determines whether they choose you or your competitor. That feeling is your brand, and it's either working for you or against you. There's no neutral ground.
Characteristic #5: Your Facility Speaks Before You Do
Your facility is the visible foundation of your brand. It sets and reinforces the experience families expect, reduces their hesitation, and reflects how they'll be perceived by attendees. A well-maintained, thoughtfully designed facility doesn't just look good—it generates additional revenue.
Consider this: an updated facility can help you break through the 150-200 service call ceiling that traps many firms, potentially bringing in an additional $400,000-$600,000 annually. The curb appeal alone levels the playing field with larger competitors.
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Don't have renovation money? Start with what you can control. Hire out maintenance, establish a renovation account using 10% of gross revenue, and think like your families when evaluating your space. Sometimes the smallest improvements yield the biggest impact on family perception.
Characteristic #4: Culture That Attracts and Retains Excellence
Your staff represents your brand in every interaction. A strong culture doesn't just happen—it's intentionally built to attract and retain the best people who will give you more time and freedom while serving families at the highest level.
People want to be part of something bigger than themselves. They crave fulfillment and growth in their work. Build a culture they're excited to join by paying living wages, creating operational systems, providing direction with accountability, and giving them the freedom to make decisions and even fail. Remember: your team's passion for your mission directly impacts how families experience your care. Invest in culture, and it will pay dividends in both staff retention and family satisfaction.
Characteristic #3: Marketing Isn't Optional Anymore
"We don't need marketing—families find us when they need us." This thinking will kill your business. Marketing ensures you're easily found, keeps you top-of-mind in an unpredictable field, and communicates your positioning and values to ideal families.
Families go on a journey when selecting a funeral home, moving through stages of pain awareness, comparison, validation, service experience, and sharing. Your brand must be positioned at each point as the best choice, or they'll select your competitor.
Start simple: gather email addresses from families you serve, create a content marketing plan, and launch where families engage with your brand most. Focus on inbound marketing—content that attracts rather than interrupts. Blog posts, social media presence, and video marketing build trust and demonstrate expertise.
Consistency matters more than perfection. A regular newsletter, active social media presence, or helpful blog content positions you as the caring expert families want during their most vulnerable moments.
Characteristic #2: Brand Recognition—They Know It's You
True brand recognition happens when families immediately identify your funeral home's unique approach and value. This occurs through three key elements: specialization (niching down), knowing your ideal family intimately, and developing a well-defined brand identity.
Think like a family making funeral decisions. They're driven by emotions, seeking transformation, status, and healing while navigating death's inherent stigma. Your brand should minimize these challenges while maximizing their confidence in choosing you.
Here's a brand hack: leverage keepsakes as extensions of your loved one's brand. Provide memorial programs, prayer cards, or other keepsakes that families can't get elsewhere. This makes them feel uniquely cared for while serving as lasting testaments to your exceptional service.
Characteristic #1: Know Your Numbers Inside and Out
You don't truly know your business unless you know your numbers. Operating costs, profit margins, client acquisition costs, conversion ratios, and lifetime client value—these metrics provide the competitive advantage that separates successful firms from struggling ones.
Knowing your numbers allows you to price competitively while maintaining profitability, builds confidence in business decisions, creates doubt in competitors' minds, and enables strategic scaling. Most importantly, it buys back your time by providing clarity for every business decision.
Track your P&L, balance sheet, and key performance indicators religiously. This knowledge transforms you from a reactive business owner into a strategic leader who can navigate any market condition.
The Path Forward
The insulated industry we once knew no longer guarantees business security. Families group us into the same category, making decisions based on price rather than the value we provide. But branding breaks this cycle, allowing you to stand out and command premium pricing for premium service.
These five characteristics aren't just theoretical concepts— they're practical steps toward building a million-dollar funeral brand. Start with knowing your numbers, then systematically address each characteristic. Your families, your staff, and your future self will thank you.
The choice is yours: remain trapped in the commodity race to the bottom, or build a brand that honors legacies while securing your business's future. The funeral homes that thrive in the coming decade will be those that embrace branding as their competitive advantage.
Until next time, I wish you success in honoring the legacies in your care. FBS
George Paul III, known as The Legacy Leader™, is a Funeral Experience Specialist and founder of Cherished Keepsakes. For over 15 years, he has helped families and select funeral homes create healing, high-impact memorial keepsakes that honor legacies, illuminate memories, support grief, and transform pain. Through personalized keepsakes and an end-to-end family journey, George ensures every tribute reflects the life it celebrates — while helping firms stand out without the stress.
He can be reached at gpaul@cherishedkeepsakes.com or at www.cherishedkeepsakes.com
How to Hold a Mortality Movie Night And Why It's a Good Thing to do at Your Funeral Home
BY GAIL RUBIN, CT
Mortality Movie Nights at funeral homes are educational and engaging community events that use classic films to spark conversations about end-of-life issues. Your funeral home setting enables attendees to embrace mortality with open arms—and a little popcorn. These gatherings make death less taboo and planning more approachable by blending entertainment with reflection.
As a pioneering death educator, I’ve always used films and film clips in my presentations. Studies show people will remember information in a film or TV scene 30% better and longer than information simply conveyed by a speaker. In 2024, I started a television series, Mortality Movies, to blend videos with expert commentary on issues such as death, grief, funeral planning, and end-of-life issues.
In 2025, I started Mortality Movie Nights in the living room at my home. I invited people to come to watch a classic film related to death and discuss it. After three sessions, the event quickly outgrew the space at home.
Here in Albuquerque, New Mexico, French Funerals and Cremations has been a long-time supporter of my death education activities. We originally did a few “Movie Night at the Funeral Home” events in 2013, with the films Get Low and Bernie, both funeral-related films based on true stories. We had a good turnout and received some nice press coverage for those events.
I contacted French CEO Tom Antram to ask about holding Mortality Movie Nights at French locations, and he agreed.
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We hold these events every other Tuesday night. There’s a regular group of 10-20 fans who come out, plus new attendees at each event. It’s a great way to get the public to come to your funeral home without having to experience a death in the family and build up positive personal preneed connections.
Here are valuable tips on how you can hold a Mortality Movie Night at your funeral home.
Leverage Local Connections
One way to connect with local audiences is through the people who host Death Cafés (www.DeathCafe.com) or Death over Drafts events (www.DeathOverDrafts.com). Both movements draw attendees who are open and interested in discussing mortality issues. Depending on the content of the planned film, you might connect with professionals in related fields who can bring in viewers: estate attorneys (Grand Budapest Hotel, The Ghost and Mrs. Muir), hospice social workers (Two Weeks), or grief counselors (A Man Called Otto, Big Hero Six).
Promote Your Event
Mortality Movie Night is a great event to promote in your social media feeds and to local news media. You can use online platforms such as Meetup or EventBrite to promote the event and collect contacts from RSVPs. Preneed sales staff can send emails to prospects and past customers to encourage additional attendees and reinforce relationships. Precoa’s Proactive Preneed® program can handle everything to generate leads and promote your event, including targeted direct mail postcards and/or Facebook ads.
Keep It Legal
When you watch a film on DVD, you’ll often see a screen that says, “The unauthorized reproduction or distribution of this copyrighted work is illegal. Criminal copyright infringement, including infringement without monetary gain, is investigated by the FBI and is punishable by up to 5 years in federal prison and a fine of $250,000.”
While I’ve never seen any movie police in all my years presenting films, you don’t want to tangle with Hollywood lawyers. The Umbrella License from the Motion Picture Licensing Corporation (www.MPLC.org) provides the legal coverage to publicly show films without fear of copyright infringement. There are certain rules to follow, including not charging for the event and avoiding promoting the specific film title and stars – hence the Mortality Movie Night name. I renew my Umbrella License every year.
Staff the Event
Plan on having two staffers there to set up and stay for the event. You might recruit younger employees, preneed sales folks, and movie fan employees. Someone needs to be the emcee to introduce the film and its themes and facilitate the conversation afterward. Have discussion points prepared for the film you plan to show. You can email me at Gail@ agoodgoodbye.com to get a list of discussion points for just about any Mortality Movie you might show.
Check Your Tech
Whether you show movies using a streaming service or playing DVDs, make sure the technology works before the audience arrives. This includes audio – we had an issue with the sound the first night we set up at the funeral home. Avoid committing a faux pas!
Snacks and Drinks
Nothing says Movie Night like the smell of freshly popped popcorn, and it’s an inexpensive snack. An air popper is easier to use than a traditional oil popper machine, but either can work well. Chocolate is also a popular treat. Offer coffee, water, and lemonade for beverages. You can liven the “Concession Stand” with Movie Night paper goods from a party supply store.
Enjoy the Show!
If you’d like ideas for Mortality Movie Night films and TV show options, I’m happy to share a comprehensive list of comedies and dramas, organized by subject matter: funerals and funeral directors; medical treatment/end-oflife issues; death fantasy/after-life visions; grief; animated films; estate planning; mortality and living life fully; and documentaries. FBS
Gail Rubin, CT, is a pioneering death educator, author, and speaker who uses humor, film, and outside-the-box activities to get people talking about mortality and endof-life planning. Known as “The Doyenne of Death®,” she hosts Mortality Movie Nights that blend Hollywood storytelling with meaningful conversations about grief, legacy, and preneed planning. Gail is a Certified Thanatologist, a TEDx speaker, and the author of multiple books, including the forthcoming title, 98.6 Mortality Movies to Watch Before You Die. Visit her website, www. AGoodGoodbye.com, and subscribe to her Substack column, Mortality Movies with The Doyenne of Death, at gailrubin.substack.com.
How to Keep Your Foot on the Gas Through Year-End Turning Q3 and Q4 Into a Growth Opportunity
BY MICHAEL FAHERTY
As fall approaches and the calendar quickly moves through the third quarter of the year, it's natural for deathcare professionals to shift their focus inward: to catch up on administrative tasks, prepare for the year-end, or brace for a seasonal slowdown. Yet, this time offers a valuable, often underappreciated opportunity.
Rather than letting momentum stall, the second half of the year can offer a time of growth, deeper community engagement, and a stronger finish to the year for firms that know how to keep their foot on the gas.
Why Mid-Year Shouldn’t Be a Time to Pause
The first half of the year presented its fair share of challenges: persistent inflation, evolving consumer preferences, and operational pressures. While it’s tempting to view this season as a time to slow down, the risk is clear. Slowing down in Q3 can mean missed opportunities and a weaker foundation for Q4.
As we’ve shared before, today’s consumers expect convenience, transparency, and the ability to make
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important decisions on their own time, and these expectations don’t pause for the second half of the year, and neither should our industry’s efforts to meet them. By employing a few targeted strategies, firms can keep up the momentum and finish the year strong.
Strengthen Preneed Outreach
One of the most effective ways to keep momentum alive is by maintaining robust preneed outreach. This is one of the greatest sources of revenue potential that many firms leave underleveraged. There are several strategies that can help boost this critical area:
1.Increase education efforts: Help consumers make informed, confident decisions. Your firm should position preneed as a caring, proactive choice rather than a transaction to help families see the value of planning ahead.
Try hosting educational events, either in person or as a webinar, to help break down the preneed planning process and answer questions in a relaxed, no-pressure environment.
Make sure your website has multiple resources to help families understand the preneed process, know their options to create customized celebrations of life, and view transparent pricing.
2.Bundle preneed offerings: Create a good/better/best preneed package to make choices easier for families. Bundled options reduce decision fatigue and encourage higher-value selections, which can generate larger sales.
These bundles should include non-traditional celebration of life options that reflect the preferences of today’s consumers. Think happy hour services at the individual's favorite restaurant, a beachfront celebration at sunset, or a catered backyard gathering.
The convenience and flexibility of packages such as these can help consumers confidently make decisions.
3.Emphasize the financial benefits of preplanning: Preneed planning helps families lock in today’s prices. The peace of mind that this can bring, particularly given the consistently upward trend of inflation, can reduce the financial burden on loved ones. Planning can protect against unexpected costs and help families avoid debt.
Consistency in these efforts can support a healthy preneed pipeline all year long and position your firm to serve families better, regardless of the season.
Review Preneed Trust Investment Performance:
Fixed-income securities have significantly higher yield, compared to several years ago, so reviewing your preneed trust investment performance is crucial. In a conservative allocation of 60% equities and 40% fixedincome securities, the fixed-income assets now have the potential to generate substantially more income during the next several years.
The investment performance of your trust portfolio is a key driver in the profitability of your preneed program, so firms should have a solid understanding of the asset allocation of trust investments.
One of the best ways to evaluate the performance of your investment manager is by benchmarking the trust portfolio to appropriate indexes, such as the Bloomberg Barclays US Aggregate Bond Index for fixed-income securities and the S&P 500 for equities.
Taking the time to review your preneed trust investment performance mid-year can help identify areas for improvement or spot whether major changes are needed.
Leverage Technology and Digital Tools
A strong digital footprint is no longer optional – it's essential. Encourage families to use online preplanning resources and eCommerce platforms, which offer transparency, accessibility, and allow families to explore and purchase at their convenience. eCommerce tools can also help capture leads, so your firm can support families that have not yet committed to a preneed purchase.
These tools not only help facilitate the preneed sale but also meet the expectations of today’s consumers who value the ability to make decisions on their own schedules, without having to call or visit a funeral home in person.
Positioning technology as a year-round resource and priority ensures your firm remains competitive and relevant, particularly as we settle into the second half of the year.
Set the Stage for Q4
Now, while we’re still in Q3, is the perfect time to get ahead of the year-end curve.
Review compliance, trust records, and contracts now to avoid a year-end crunch. Test new marketing campaigns and community outreach initiatives while there’s time to adjust and refine. And proactively address staffing or scheduling challenges before the holiday season begins.
These steps will help ensure a seamless, successful transition into Q4.
Maintain Momentum, Empathy, and Consistency
The most successful deathcare firms are defined by their empathy, adaptability, and consistency. The second half of the year should be viewed as the growth opportunity that it is, not a time to slow down.
By keeping your foot on the gas: investing in your preneed pipeline, reviewing your trust performance, leveraging technology, and reviewing your records, you’ll be well positioned to serve with confidence and momentum all year long. FBS
Michael Faherty has been serving clients in the deathcare industry for more than seven years. He has more than 20 years in financial and investment experience. Michael holds a blended role with FSI and Argent Financial Group’s Funeral and Cemetery Trust division.
You can reach Michael Faherty at mfaherty@ argenttrust.com
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