CFCS University Training Calendar

Advanced Planning Sales Training — 2 Day Class

Oakland - Pleasanton Resource Center 4750 Willow Road, Suite 200, Pleasanton, CA

In this 2-day day classroom training, we will review the CFCS process used by Family Services Advisors when meeting with families for Advanced Planning Arrangements. The training includes advanced planning topics and best practices used in the cemetery and funeral industry. The course is a mixture of Instructional methods including facilitator lecture, peer discussion, and role-play.

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Leadership Session 5: Managing Direct Reports

Virtual Zoom Session

In this 90-minute facilitated workshop, we will examine building accountability through goal setting, open conversations, and the value of one-on-one meetings and performance reviews. Topics on engaging employees by building relevance, service, and measurement, understanding the customer through the lens of the family, the importance of successful onboarding, and the leader’s role in reinforcing our Service Keys are also discussed.

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FSD Peer Best Practices

Virtual Zoom Session

In this 90-minute facilitated workshop, we discuss best practices and examine strategies for the many tasks and responsibilities of the Family Service Director.

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FSA Peer Best Practices: Referrals

Virtual Zoom Session

In this 90-minute facilitated workshop, we discuss Referrals best practices and examine strategies for managing referrals. This course does not address how to use the CRM at your location.

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Advanced Planning Phone Skills — 2 Day Class

Virtual Zoom Session

In this 2-day (3-hours per day) facilitated workshop, we will review the CFCS process and develop phone skills for successful phone calls. Topics discussed include developing effective strategies for communication, appointment setting, and sharpening your phone skills for greater success.

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Advanced Planning Sales Training — 2 Day Class

Detroit - Our Lady of Hope Cemetery, South Chapel 18303 Allen Road, Brownstown

In this 2-day day classroom training, we will review the CFCS process used by Family Services Advisors when meeting with families for Advanced Planning Arrangements. The training includes advanced planning topics and best practices used in the cemetery and funeral industry. The course is a mixture of Instructional methods including facilitator lecture, peer discussion, and role-play.

Register for this Course

Leadership Session 5: Managing Direct Reports

Virtual Zoom Session

In this 90-minute facilitated workshop, we will examine building accountability through goal setting, open conversations, and the value of one-on-one meetings and performance reviews. Topics on engaging employees by building relevance, service, and measurement, understanding the customer through the lens of the family, the importance of successful onboarding, and the leader’s role in reinforcing our Service Keys are also discussed.

Register for this Course

Leadership Table Talks: Onboarding New Employees

Virtual Zoom Session

These 90-minute peer-to-peer virtual workshops will cover a wide range of important and critical topics for CFCS leaders and provide opportunities to learn and hear from each other through a facilitated discussion format.

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FSA Peer Best Practices: Referrals

Virtual Zoom Session

In this 90-minute facilitated workshop, we discuss Referrals best practices and examine strategies for managing referrals. This course does not address how to use the CRM at your location.

Register for this Course