Ignite ExcellenceBuild a World-Class Organization

Don’t miss out on the Premier Convention for

California’s Funeral Industry114th Annual CFDA Convention

June 24 - 26, 2018 ~ Newport Beach, CA

Host Hotel: Balboa Bay Resort1221 West Coast Hwy, Newport Beach, CA 92663

Reserve your room today! Call 1-888-894-2788 and ask for the California Funeral Director’s rate of $249 plus taxes or

click here to reserve your room online Room cut off: May 28, 2018 or once block fills up

Visit www.cafda.org for more information

Balboa Bay Resort | 1221 West Coast Hwy, Newport Beach, CA 1-888-894-2788

Full ScheduleSunday, June 24th

7:00 AM - Registration for Golf Tournament 8:00 AM Shotgun

9:00 AM - 4:30 PM - CFDA Law Review Course

12:00 PM - 3:00 PM - Exhibitor Move in

2:00 PM - 5:00 PM - Registration Open

4:00 PM - 6:00 PM - Opening Welcome Reception Join CFDA as we kick off the convention with a welcome reception with our exhibitors! Mingle with fellow funeral industry professionals and visit with vendors whose products and services you use. There will be delicious hors’ d’oeuvres, be entered in a drawing, and get a look at the silent auction items for the first time, this promises to be a great event!

6:30 PM - 10:30 PM - Ambassador Yacht, Bay Dinner Cruise Join CFDA for our very own private dinner cruise around Newport Beach Harbor on the luxurious Ambassador Yacht. Cruise Newport Beach in style with unparalleled service, gorgeous views and delicious food and drink. We are going to set sail for an unforget-table evening under the stars. Transportation is not needed as the Yacht will be docked at Balboa Bay Resort. Don’t miss out on this premiere event!

Monday, June 25th

8:00 AM - 5:00 PM - Registration Open

8:00 - 9:00 AM - Breakfast inside the exhibit hall

9:00 - 11:00 AM - Keynote Address: What’s Required to be a World-Class Organization?

Gary O’Sullivan, CCFE

From entering the pre-need business at the age of eighteen selling door-to-door, to becoming a senior vice president of a public company, to starting his own consulting and speaking firm in 2001, today Gary is an internationally known speaker and consultant.

He is one the most sought-after and top-rated speakers in the nation. He was recognized by

the International Cemetery and Funeral Association as the Speaker of the

Decade in 2000 — and then again, for an unprecedented second time, in 2010. Gary has been an innovator and influencer in our profession for forty-seven years.

Gary was the first person ever to receive the ICCFA’s Educational Foundation’s Lasting Impact Award. An award given to a select few in recognition of the contributions they have made through their teaching, innovation and influence.

After nearly five decades of experience and insights, Gary has developed his foundational philosophy, that businesses never get better, people do. Once you listen to his perspective you will understand why he says, “I’m in the business of helping companies develop the people that will grow their business.”

Session Description: World-Class, what does that really mean? What are the requirements for an organization to reach World-Class status? Many organization’s desire to be World-Class, yet few do. Why? In this informative and inspiring presentation Gary will share with you the characteristics, behaviors and leadership elements required to not only bring your organization to World-Class prominence but to keep it there.

11:00 AM - 11:15 AM- Morning Break

11:15 AM - 12:15 PM- Using Digital Marketing to Grow Your Funeral Home and Generate Leads

Zachary Garbow, Funeral Innovations

Zachary Garbow, is co-founder of Funeral Inno-vations, a technology firm specializing in digital marketing solutions for the funeral service industry. He previously was a software engineer within IBM Research, where he gained more than 100 patents pending and earned the title of Master Inventor, becoming the youngest Master Inventor in the history of the company. He was accepted into the prestigious Y Combinator startup program, where

he developed social media products in Silicon Valley while networking with the giants of the startup world, including the founders of Twitter, Facebook and Pinterest. Zack has spoken at numerous industry events, including the ICCFA Wide World of Sales conference, ICCFA Annual Convention, ICCFA University, NFDA Annual Convention, OGR Annual Convention and more.

CFDA Annual ConventionBalboa Bay Resort

June 24-26, 2018

Ignite ExcellenceBuild a World-Class Organization

Balboa Bay Resort | 1221 West Coast Hwy, Newport Beach, CA 1-888-894-2788

Session Description: Consumers’ behavior is undergoing a massive shift. People now expect to run their lives online from the convenience of their laptop, tablets and smartphones. This change has shaken up almost every industry, from movies (Netflix is in nearly every living room while Blockbuster has gone bust) to retailing (Amazon soars while Sears shrivels) and even transpor-tation (Uber explodes while taxis are tanking).How will this shift impact the death care profession? And will your firm enjoy future success like Netflix, or shrink away to irrelevance like Blockbuster? In this session you’ll learn how to succeed online using digital marketing. You’ll walk away with the following knowledge: · How you can use Facebook to build massive reach and drive link clicks to your website · How to transform your website into a high traffic destination to generate qualified leads · How email marketing can nurture leads and create new business

By learning how to leverage digital marketing successfully, you’ll transform your funeral home into a modern business primed for growth!

12:15 PM - 2:15 PM - Lunch in the Exhibit Hall

2:30 PM - 3:30 PM - Whose Family Is It, Anyway?

Kathi Wells, Global Atlantic Financial Company

Kathi Wells is a Sales & Marketing Consultant with Global Atlantic Financial Group.  She has been training funeral home and cemetery staffs in the preneed market for 20+ years.  Kathi has assisted firms across the country with their recruiting and hiring needs, organizational development and business planning work-shops as well as the development of several aftercare and group presentation programs. 

Kathi spends much of her time training preneed sales managers and salespeople to be better at what they do.  She currently lives in Hawaii with her husband, David.

Session Description: Making sure families receive the kind of service we all claim to provide can be challenging at times. Who talked to them first? What did they say to the family? How long have they been waiting? What impact does that have on the family? This session looks at the various relationships within a firm and how the daily focus of each individual or group can best be directed back to where it belongs – on the family.

3:30 PM - 3:45 PM - Afternoon Break

3:45 PM - 4:45 PM - Building your Business to LAST! : Tips to THRIVING not just Surviving.

Angelique Simpson, Matthews Aurora

Angelique Simpson is a much sought after Speaker, Trainer and Personal Development coach for individuals, teams and organizations. Well known for her dynamic seminars, Angeli-que brings high energy and FUN to her trainings and programs. After graduating from UCLA with a degree in English and History Angelique began using her communication skills in sales and training to great success.

Bringing over 25 years of coaching she joined the Matthews Aurora team as the Professional Development Manager for the West and she is truly enjoying the ride! Her high energy and true passion for what she does makes every learning experience with her a joy and an experience to remember.

Angelique lives in Seal Beach California with her husband Michael and together they enjoy watching their college kid Bethany stretch towards her future.

Session Description: This talk presents a “provocative” and “daring” look at what it takes to build a thriving business that stands the test of time. Too often busi-nesses move along at a consistent pace, never changing the status quo. However, in todays business world, we must make bold changes in order to embrace these changing times and THRIVE! We will share tips and strategies to help move us in a forward projection toward building our business to LAST!

After hearing this talk, participants will walk away with a fresh perspec-tives on how they can better manage their business goals as well as how to better engage with the communities they serve. Once we know better, we can be better. Success by design.

4:45 PM - 7:00 PM - Exhibit Hall Reception

7:00 PM - Exhibit Hall closes for the night

Tuesday, June 26th

8:00 AM - 1:00 PM - Registration Open

8:00 AM - 9:00 AM - Breakfast in Exhibit Hall

9:00 AM - 12:00 PM - Exhibit Hall Break Down and Exhibitor Feedback Session

CFDA Annual ConventionBalboa Bay Resort

June 24-26, 2018

Ignite ExcellenceBuild a World-Class Organization

Balboa Bay Resort | 1221 West Coast Hwy, Newport Beach, CA 1-888-894-2788

9:00 AM - 11:00 AM - “Upping Your Game – What to Do when the Competition Levels the Playing Field”

Douglas Gober, Jr., Gober Strategic Capital

Doug Gober began his funeral service career thirty-eight years ago as a sales representative in the casket industry. He has earned numerous national awards from various organizations within the death care industry. Doug also served as a consultant on various marketing and merchandising projects conducted on an international scale.

In September 2014, Doug formed Gober Strategic Capital as a way to broaden the range of counsel and resources he could bring to death care businesses. In addition to helping arrange financing through numerous sources, he can help business owners make the most of their strategic and market opportunities.

A native of Birmingham, Alabama, Doug graduated from the University of Alabama in 1977, where he earned a Business Degree in Accounting. Subsequently, he became a Certified Public Accountant specializing in industrial audits and corporate taxes.

Doug is married to Victoria Amato and is based in New Orleans. He is the father of four children and has five grandchildren.

Session Description: You worked your tail off to create a marketable difference for your business and blazed a trail in your market. Now everyone in town is doing tribute videos, personalizing memorial folders and taking condolences from their websites. What’s next? Hear from one of the funeral industry’s leading evangelists about new opportunities to up your game and do more with the opportunities available in your market.

How can we take control of this crucial opportunity and make a real differ-ence, both for families and for our businesses?

Gober will pull together a variety of key content examples and examine how they are applied directly to funeral homes and cemeteries. He will evaluate the three sources of ceremony content and then delve into how each of these impacts the likelihood of a memorable event.

The presentation is loaded with real life examples and visuals. He has also video-interviewed clergy from many denominations and will share their responses about their role in service content. He will also tackle each area from the perspective of how to differentiate yourself in your marketplace.

11:00 AM - 11:15 AM- Morning Break

11:15 AM - 12:15 PM - CFDA Business Meeting featuring Lisa Moore and Terry McHale

Terry McHale of Aaron Read and Associates has served as CFDA’s legislative advocate for many years. He will provide an update on current legislative issues for funeral service providers and provide insight into the current legislative session.

Lisa Moore is the Chief of the Cemetery and Funeral Bureau which is responsible for licensing funeral directors, funeral homes, crematories, many cemeteries as well as other aspects of funeral service in California. She will update attendees on current develop-ments in the regulation of the professions and enforcement issues.

12:15 PM - 1:00 PM - California State Honor Guard & Service of Remembrance

1:00 PM - 5:00 PM - Free time to explore Newport Beach

5:00 PM - President’s Reception

6:30 PM - President’s BanquetEnd the convention on a high note by joining fellow CFDA members in celebrating the year’s accomplishments and to congratulate on the new President, Tiffany Gallarzo!

Don't miss out on the musical stylings of Victoria Amato - the Senior entertainer at Pat O'Brien's Bar in New Orleans, the original dueling piano show in the United States. The piano bar is well-known NOLA "must-see", and Victoria's expansive repertoire and energetic shows ensure a good time will be had by all!

CFDA Annual ConventionBalboa Bay Resort

June 24-26, 2018

Ignite ExcellenceBuild a World-Class Organization

2018 CFDA ConventionJune 24-26, 2018 | Balboa Bay Resort Visit www.cafda.org for more information!

CLICK HERE TO REGISTER ONLINE

Your Name and Title (as you would like it on your badge) ____________________________________________________________________

Company Name _____________________________________________________________________________ CFDA Member qYes qNo

Company Address, City, State, Zip ______________________________________________________________________________________

Phone # __________________________________ Email Address ________________________________________________________

REGISTRATION PACKAGES(Earlybird by May 4) Member NonMember Late Member Full Convention Attendee $450 $625 $550 CFDA Past President (does not include banquet) Complimentary

Total Registration Packages: $______ $_____ $_____

Not interested in the full packages offered above? Use one of the below:ATTENDEE OPTIONSSunday Welcome Reception Only $65 $75 $80 Monday Events Only $200 $300 $300 Tuesday Events Only (No Banquet) $150 $175 $175Tuesday Banquet Only $100 $130 $130

Total A La Carte Events: $______ $_____ $_____

GUEST OPTIONSFull Event Registration Guest/Add’l Attendee from same Business $325 $425 $425 MONDAY Only Guest/Add’l Attendee (includes Lunch) $150 $250 $250Banquet Only $100 $130 $130

Total Guest Events: $______ $_____ $_____

Late NonMember$725

$_____

$90$400$275$180

$_____

$525$350$180

$_____Guest name: _______________________________________________________________________________________________________

Guest Title (if from same Business) _______________________________________________________________________________________

OPTIONAL ITEMSSunday Law Review (includes Lunch and Welcome Reception) $275 $375 $315 $415Ambassador Yacht, Bay Dinner Cruise $100 $100 $100 $100

Total Optional Events: $______ $_____ $_____ $_____

STUDENTS (Must send copy of student eligibility with registration)Students Sunday Law Review $100 $100 $140 $140Students Sunday Reception $20 $20 $30 $30Students Monday and Tuesday Package (No banquet) $175 $175 $200 $200Students Banquet Only $75 $75 $75 $75

Total Students: $______ $_____ $_____ $_____

AMOUNT DUE (Added amount of subtotals above) _______________________Any dietary restrictions for registrant? (ie vegetarian, gluten free) ______________________________________________________________ Any dietary restrictions for guests or add’l Business attendee? (ie vegetarian, gluten free) __________________________________________

PAYMENT INFORMATION:qCheck Payment (payable to CFDA) qMaster Card qVISA qAMEX qDiscoverCredit Card # ____________________________ Name on card ___________________________________ Exp date __________ Security Code ______ Billing Address (if different than above) _______________________________________________________________________________________________

CFDA fax: 916-444-7462 | Email: mcorreia@amgroup.us or ssiqueiros@amgroup.us | Phone 916-325-2361 | 1 Capitol Mall Suite 800 | Sacramento, CA 95814

CFDA Meetings comply with the Americans with Disabilities Act. If you require add’l special assistance, please contact Stacey Siqueiros at the information above.

Ignite ExcellenceBuild a World-Class Organization

Refund Policy Requests for refunds must be received in writing. Cancellations postmarked on or before May 4, 2018 will receive a full refund. Cancellations postmarked after May 4, 2018 will be

subject to a $100 service charge. No reimbursement will be given after May 25, 2018, but substitutions will be accepted. Please allow 60 days after the close of the convention for refund processing.

10% discount if 5 or more from same funeral establishment registered ** DOES NOT APPLY TO OPTIONAL EVENTS