BE INTENTIONAL WEBINAR SERIES

ClearPoint is committed to the advancement of the death care industry by providing professionals with tools, resources and training opportunities. Introducing a new series of educational webinars designed to provide participants with timeless solutions. Each unique webinar is focused on providing ideas for building company culture through employee engagement, quality service, and business excellence.

ClearPoint is an industry leader in fiduciary services, investment management, recordkeeping and reporting, with regulatory and compliance expertise. ClearPoint is independently owned and operated, and has been serving funeral homes and cemetery professionals since 1998. We are here to support you with quality trust products and services important to you as you build, maintain, and grow your business.

September 9, 2020 - 1:00PM EST - Leading with Strategic Intention

LEADING WITH STRATEGIC INTENTION

PRIVATE EVENT – INVITATION ONLY

ClearPoint Federal Bank & Trust was honored to invite Disney Institute to be our guest speaker and share with Death Care Industry professionals the Disney approach to employee engagement, quality service and leadership excellence.

Because Disney is committed to protecting their brand and content, we are sorry we were not able to record the program or share the slides.

However, we did create a short video which highlights how we have transformed our culture and elevated our customer experience by implementing some of the Disney best practices and timeless solutions.

Leading with Strategic Intention Video
October 6, 2020 - 1:00PM EST - Thoughtful Approach to Employee Retirement Plans

THOUGHTFUL APPROACH TO EMPLOYEE RETIREMENT PLANS

Attracting and retaining good talented employees is not always easy. In today’s competitive marketplace, providing a company sponsored retirement plan may be an important part of the solution. It is important to think about how providing a retirement plan for your employees may fit into your overall strategy.

Join Dan Bird from ClearPoint Federal Bank & Trust as he shares insights for evaluating whether a company sponsored retirement plan is right for your organization, reasons for sponsoring a retirement program, and the pros and cons of the various options for plans designed for small businesses. This insightful session will uncover how you can help long-term loyal employees retire when they are ready and enhance your firm’s benefit offerings in tight job markets.

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Dan Bird, CEBS - Relationship Manager - Biography
November 19, 2020 - 1:00PM EST - Should Outsourcing be a Piece of Your Resource Puzzle?

SHOULD OUTSOURCING BE A PIECE OF YOUR RESOURCE PUZZLE?

Every day you come in and serve your families to the best of your ability. You make sure your staff is serving your families with care and compassion and creating a great customer experience. At the same time, you are managing a business and all the things that come with it: creating and reviewing financials, dealing with personnel issues, managing maintenance staff, dealing with regulators and auditors, and the list goes on. It can be overwhelming trying to decide the best way to manage all the facets of your business.

In this session Beth Kmiecfrom ClearPoint Federal Bank & Trust will provide you with a framework for evaluating the decision to outsource different pieces of your business and discuss the pros and cons. Most importantly, she will share a real life example of how ClearPoint Federal Bank & Trust opted to use outsourcing for its Human Resource function. These guidelines and example should help you make more intentional and informed decisions for years to come.

Beth Kmiec, Executive VP, Trust Administration - Biography
December 1, 2020 - 1:00PM EST-How to Make Data Driven Decisions

HOW TO MAKE DATA DRIVEN DECISIONS

We are in a world of data overload – social media, news, friends, family, co-workers, vendors, customers, etc. constantly bombard us with data and information to influence every decision. Statistics show that most businesses want to use factual data / solid evidence to make decisions, but don’t know where to start. Join Ashlee Theising from ClearPoint Federal Bank & Trust for this engaging Webinar where she will provide you with steps for making data driven decisions, highlight key sources for obtaining data and identify common mistakes to avoid. As a bonus, we will provide some practical applications of the data driven decision-making process using everyday experiences of our bank and preneed/trust-related data from our customers. Having a system for collecting, analyzing and implementing change based on data driven decisions, as opposed to gut feelings and anecdotal information, will position you for success during these turbulent times and in the future.

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Ashlee Theising, President & COO - Biography