Produced by MB University

Consumer Advocacy History & Steps to Success

Friday, February 8th

2:00 p.m. – 3:00 p.m.

Presented by Carolyn Jacobi, Eternal Justice & Consumer Advocacy Committee Members
What is Consumer Advocacy and what was the genesis of the movement? Where do you go to learn about cemetery regulations in your state? What should you do before contacting a consumer advocate? Answer these questions and learn more about the ins and outs of MBNA’s 15 year quest to protect consumers.

It’s a Grave Situation

Friday, February 8th

3:00 p.m. – 4:00 p.m.

Presented by Jana Broglin, Certified Genealogist, OGSF
There's more than a headstone when someone dies. Learn some of the places to locate records for death. See examples of gravestones and the types of information found.

Jana is a native of northwestern Ohio and a professional genealogist with over 30 years experience. She specializes in research in Ohio and became a Certified Genealogist in November 2005. In April 201, she became a Fellow of the Ohio Genealogical Society. She is currently a director for the Federation of Genealogical Societies and is a past trustee for the Ohio Genealogical Society serving over 20 years on the board.

Finance 101 – Managerial Accounting for Memorialists

Saturday, February 9th

9:00 a.m. – 10:15 a.m.

Presented by Scott A. Neal, Paradise Pictures LLC & Mark Johansen, NADCO Marble
Understanding and using financial tools in your business will help you understand your business, identify strengths and weaknesses and make better decisions. You need to learn the importance of how to understand a balance sheet and income statement, selected financial ratios, easy to perform analyses, record keeping, understanding profit vs. owner compensation and inventory strategies.

Mark Johansen, CPA (inactive), General Manager of NADCO Marble and Financial Controller for Little Falls Granite Works and Murphy Granite Carving has been active within MBNA since 1990, serving three years as a Vice-President, two terms as the President of the supplier division and on various committees. Prior to joining to the memorial industry, Mark was a small business consultant for two public accounting firms.

Scott Neal, CPA (inactive), General Manager of Paradise Pictures, LLC, served on the Board of Directors of MBNA as the President of the Supplier Bronze Division during 2009 and 2010. Prior to joining the monument industry in 1999, Scott was able to see and consult with many Entrepreneurial sized companies an auditor for Ernst & Young, and brings a wealth of knowledge to help you run your business better financially.

Safety – Best Practices and Culture

Saturday, February 9th

10:30 a.m. – 11:45 a.m.

Presented by Timothy R. Roberts, Safety Alliance LLC
Tim Roberts, founder and president of Safety Alliance LLC, is one of the leading authorities in the field of industrial and construction safety. Safety Alliance LLC, the first U.S. safety consulting company to receive the OSHA Voluntary Protection Program Star status, is an international safety consulting company, based in Franklin, Oh specializing in providing written programs, site observations and safety training.

Mr. Roberts is authorized to teach the OSHA safety training courses, including OSHA Train-the-Trainer "500 & 501" series classes as well as the OSHA 10 and 30 hour classes and has over 30 years safety experience and over 15 years in disaster management with the American Red Cross as a Government Liaison.

Keynote Luncheon: STAND OUT! Differentiate or Disappear

Saturday, January 29th

12:00 p.m. – 1:30 p.m.

Presented by Larry Mersereau, CTC
Why should I choose you? There are half a dozen monument builders in town, even guys at the cemetery and the mortuary. Plus I see hundreds online with a broad range of prices, some lower than yours. What makes you so special?
In a world where people have access to so much information, you have to stand out from the crowd as the only option they should even consider. In this lively program, you’ll learn how to create a memorable brand, and how to effectively promote it in your community. We’ll look at what media and methods are working and how to choose which ones are appropriate for your business and available resources. Big budget or small, you’ll take home new ideas and insights you can use immediately to position your business and craft.

Smart business owners, marketers and sales professionals know who to turn to for the ideas and insights they need to grow their sales and profits: Larry Mersereau, CTC. Niched as a business growth revivalist, he’s the only keynote speaker who shares the simple, doable…effective business growth strategies and tactics that made his four books so popular and have helped so many business and individuals succeed.

STAND OUT…or Step Aside

Saturday, February 9th

2:00 p.m. – 3:00 p.m.

Presented by Larry Mersereau, CTC
With so many options out there, you must understand that selling skills are important to the very survival of your business…and imperative if you want to grow. Whether you’re a sales veteran or just getting started, this program will give new insights you’ll start using first thing Monday morning to close a higher percentage of sales. You’ll learn the Sale Triangle - the simplest of outlines for every sales conversation. You’ll put it to work first thing Monday morning to bring in more business (and take home more money!).

MBFilms “Remember Project”

Saturday, February 9th

3:30 p.m. – 4:45 p.m.

Presented by Bobby Mattos, AICA, Bras & Mattos Monument Co. & Brian Rowley, Memorialist Media
Bobby Mattos, AICA is a 5th generation memorialist from Bras and Mattos Monument Company. He was raised in the business but began working full time in the industry after earning his B.A. in History at California State University Sacramento in 2003. He has owned and operated his own stone carving gallery, instructed and taught creative stone carving technique seminars at several conventions and workshops across the country.

Brian Rowley owns Memorialist Media, a creative agency dedicated to the specialized needs of memorialists. He earned a degree in Economics from UCLA and filmed the "Memorial Day Project 2012" video. Brian is currently engaged in realizing the vision of the MBFilms committee to create media that will show the general public that memorialists make a product that is more relevant than ever.

Emerging Monument Technologies

Saturday, February 9th

5:00 p.m. – 6:00 p.m.

Presented by Jon Reece, Quiring Monuments, Inc.
Quiring Monuments in Seattle, WA has been on the cutting edge of technology in terms of memorialization marketing and has gained national exposure outside the memorial industry for those efforts. Jon Reece, VP/General Manager, came to Quiring Monuments in 2003 and began introducing high-quality sales aids, top-of-the-line displays, and state-of-the-art order tracking technology. In this presentation, Jon will talk about the latest advances in Production/Order Management, Internet Marketing, Social Media Marketing, “Living Headstones” ™ and what else is on the horizon.
About MBUniversity: Established in 2006, MBUniversity is the educational arm of MBNA. The University was established to develop and administer educational courses for MBNA members and future members. Schools within the university are being created to address specific needs of independent monument builders.