Death is a Not a Succession Plan: The Psychology of a Stress-Free Business Transition

  • Course Type
    Course
  • Course Code
    C23_WS231206
  • Membership Required
    No

Description

NFDA Webinar (1 CE Hour)

Free for Members

All times are U.S. Central Time

While many experts can provide legal advice or help with increasing your EBIDTA (earnings before interest, taxes, depreciation, and amortization), the most important planning for transitions are the expectations, arrangements, and harmony among family and key staff members. Family businesses that focus only on contracts and finances but ignore the psychological side of transitions can run the risk of misunderstandings, arguments, and family estrangement. In this presentation, Dr. Troyer will discuss a step-by-step process that begins early and provides several key mindset shifts to help prepare leadership and the next generation for a harmonious family funeral business transition.

 

Key Takeaways:

 

  1. Examine the unique challenges that make it difficult for older generations to let go
  2. Explore the challenges facing the next generation
  3. Review the six reasons why planning for transition must happen immediately

 

Presenter:

 

Dr. Jason Troyer works with hundreds of funeral homes across North America by providing community presentations, staff training, grief literature, Facebook services, and consulting services. He currently works part-time at Smith Cremation & Funeral Services and Grandview Cemetery in Maryville, TN. Dr. Troyer earned a master’s degree in counseling and a doctorate in counseling psychology. He was formerly an associate professor of psychology and assistant dean of academics at Maryville College in Maryville, TN.

Approved for 1 CE hour by APFSP and by most state and province licensing boards.

Course Credit Approvals

State License Type Credit Category Credits
Academy B 0.10
Alabama Funeral Service CEU 1.00
Alaska Funeral Service No CE Requirement 0.00
Alberta Funeral Service CEU 1.00
Arizona Funeral Service C 1.00
Arkansas Funeral Service CEU 1.00
British Columbia Funeral Service CEU 1.00
California Funeral Service No CE Requirement 0.00
Colorado Funeral Service CEU 1.00
Connecticut Funeral Service B 1.00
Delaware Funeral Service B 1.00
District of Columbia Funeral Service CEU 1.00
Florida Funeral Service CEU 1.00
Hawaii Funeral Service No CE Requirement 0.00
Idaho Funeral Service CEU 1.00
Illinois Funeral Service CEU 1.00
Indiana Funeral Service CEU 1.00
Iowa Funeral Service CEU 1.00
Kansas Funeral Service CEU 1.00
Kentucky Funeral Service CEU 1.00
Louisiana Funeral Service CEU 1.00
Maine Funeral Service B 1.00
Manitoba Funeral Service CEU 1.00
Maryland Funeral Service B 1.00
Massachusetts Funeral Service CEU 1.00
Michigan Funeral Service No CE Requirement 0.00
Minnesota Funeral Service MN - Professional Practices 1.00
Mississippi Funeral Service No CE Requirement 0.00
Missouri Funeral Service No CE Requirement 0.00
Montana Funeral Service CEU 1.00
Nebraska Funeral Service CEU 1.00
Nevada Funeral Service B 1.00
New Brunswick Funeral Service CEU 1.00
New Hampshire Funeral Service CEU 1.00
New Jersey Funeral Service Not Approved 0.00
New Mexico Funeral Service B 1.00
New York Funeral Service Pending Approval 0.00
Newfoundland and Labrador Funeral Service CEU 1.00
North Carolina Funeral Service CEU 1.00
North Dakota Funeral Service No CE Requirement 0.00
Nova Scotia Funeral Service CEU 1.00
Ohio Funeral Service CEU 1.00
Oklahoma Funeral Service B 1.00
Ontario Funeral Service CEU 1.00
Oregon Funeral Service No CE Requirement 0.00
Pennsylvania Funeral Service CEU 1.00
Puerto Rico Funeral Service No CE Requirement 0.00
Quebec Funeral Service No CE Requirement 0.00
Rhode Island Funeral Service B 1.00
Saskatchewan Funeral Service CEU 1.00
South Carolina Funeral Service CEU 1.00
South Dakota Funeral Service No CE Requirement 0.00
Tennessee Funeral Service CEU 1.00
Texas Funeral Service CEU 1.00
Utah Funeral Service CEU 1.00
Vermont Funeral Service Pending Approval 0.00
Virginia Funeral Service CEU 1.00
Washington Funeral Service CEU 1.00
West Virginia Funeral Service CEU 1.00
Wisconsin Funeral Service 3 1.00
Wyoming Funeral Service CEU 1.00
Yukon Territory Funeral Service No CE Requirement 0.00
Georgia Funeral Service CEU 1.00