News on what’s happening at ClearPoint, in the deathcare industry, and in the banking & finance industries.
Click on the link below to view the ClearPoint 2023 Holiday Schedule. Our office will be closed to observe the holiday on the dates listed. Please feel free to contact our Customer Service team if you have any questions at 800-763-0234 or email us at email@example.com.
On October 20, the Federal Trade Commission (FTC) held its monthly Open Meeting at which it voted to move forward with issuing an Advanced Notice of Proposed Rulemaking (ANPR) to make changes to the Funeral Rule. The next step in the process is for the ANPR to be published in the Federal Register. That is expected to happen in the coming weeks and when it is published, the 60-day comment period will commence.
Issues to be Considered:
The Commission is seeking additional input regarding the following seven topic areas:
(1) whether and how funeral providers should be required to display or distribute their price information online or through electronic media;
(2) whether funeral providers should be required to disclose third party crematory or other fees on the General Price List (GPL);
(3) whether the Rule’s requirements regarding reduced basic services fees should be amended;
(4) whether the Rule should be amended to account for new forms of disposition;
(5) whether the Rule’s embalming disclosure requirements should be amended;
(6) whether the Rule should be changed to improve the readability of the price lists; and
(7) whether changes should be made to the Rule to avoid negatively impacting underserved communities.
The Commission considered other issues as well, such as whether to include cemeteries in the Rule. The Commission in the ANPR decided against expanding the Rule to include cemeteries and stated its position on this issue remains the same – that no evidence of changed circumstances has been submitted that would warrant a fresh look at this issue. Similarly, The Commission will not “re-open” the Rule’s state exemption provision, as requested by some stakeholders. And, with regard to the Funeral Rule Offenders Program (FROP), The Commission indicated it will take comments received during the Rule Review into consideration as it deliberates whether to continue the program, or potentially modify it, as it re-assesses its enforcement program.
ClearPoint will continue to provide updates on the Funeral Rule regulatory process, including when the comment period opens and the comment deadline.
ClearPoint’s Board of Directors has promoted Ashlee Theising to Chief Executive Officer. With this added role, Ashlee will continue her leadership of the company as well as serving on the ClearPoint Board of Directors. Michael Devlin, Chairman of the Board, commented, “The Board and I are confident in Ashlee’s abilities to lead and grow the Bank through her experience, drive and determination.”
Ms. Theising has been with ClearPoint since 2006, working initially in Trust Administration and eventually moving to Operations. In her 16 years of serving ClearPoint, she been an integral part of growing the bank’s Assets Under Management to over $1 Billion. Her diverse and hands-on experience makes her intimately familiar with all the workings of the Bank, positioning her to drive ClearPoint’s continued success. When asked about the direction of ClearPoint, Ms. Theising commented, “It is an honor to lead the ClearPoint team, serve our customers and make a difference in the deathcare industry. We have made significant progress over the years and will continue our focus on creating a culture of thoughtfulness, accountability and being a leader in the industry. With the collaboration and support of the Board and our dedicated team, we will continue to deliver value, innovative solutions and world class customer service.”
Click on the link below to view the ClearPoint 2022 Holiday Schedule. Our office will be closed to observe the holiday on the dates listed. Please feel free to contact our Customer Service team if you have any questions at 800-763-0234 or email us at firstname.lastname@example.org.
Join Beth Kmiec, as she presents, How to Win at Cemetery Management: Top Ten Mistakes You Don’t Want to Make.
Operating a cemetery can be complex, time consuming and overwhelming. Maintaining a world class cemetery requires good recordkeeping, investment management, documented processes, and staying in compliance.
No need to feel overwhelmed, we are available to support you and your team. During this session, you will learn the potential cemetery management pitfalls to avoid, best practices, and how to create a winning strategy.
August 3, 2021 at 1PM (EST)
We are pleased to announce, accomplished banking executive, Kristina Glassford, has joined the company as Vice President, Chief Operating Officer. As Vice President, COO, Kristina will be responsible for all areas of trust and recordkeeping operations, reporting, and investment management.
Glassford has over 30 years of experience in the banking industry, where she has held key leadership roles with a focus in the areas of Operations, Finance, Compliance and Team Development. Most recently, Kristina was Loan Operations Manager for North Side Bank and Trust Company. Prior to North Side Bank and Trust Company, she was Vice President/Director of Operations & Business Development for Cincinnatus Savings and Loan.
“Kristina has a strong record of optimizing business performance in a rapidly changing, highly regulated industry. Because we have been able to grow our organization, and strengthen our financial position in the past several years, we made the strategic decision to expand our senior leadership team to include Kristina. Her diverse experience, knowledge of the banking business, and demonstrated success in building high-performing teams makes Kristina an ideal fit for ClearPoint. I have confidence in Kristina’s ability to drive operational excellence and deliver results aligned with our mission and commitment to the death care industry,” stated Ashlee Theising, President.
Kristina has a BA in accounting from the University of Cincinnati. She has a passion for giving back to her community, and is an active member of several business groups and community service organizations where she shares her valuable financial knowledge, leadership skills and many talents.
The expansion of the senior leadership team is another example of ClearPoint’s commitment to the funeral and cemetery industry. Leading with knowledge and experience, ClearPoint truly understands the needs of the industry and is devoted to delivering value and personalized service in the years to come.
As a Johnson Consulting Group Strategic Partner, ClearPoint will be attending and participating in the Summit. We invite you to join us for this opportunity to learn more from industry leaders, business experts and other partners like ClearPoint.
To learn more, view the agenda and to register, go to https://www.johnsonconsulting.com/resources/jcg-summit-2021
As we close the books on 2020, we want to start by thanking our customers for your continued trust and support and for allowing us the privilege of serving as your partner.
Despite the pandemic, 2020 was a record-breaking year for ClearPoint where we not only improved our financial strength but we were able to complete many infrastructure and strategic projects that will allow us to enhance our products and services in the coming year.
Click on the link below to view our 2021 Holiday Schedule. Our office will be closed to observe the holiday on the dates listed. Please feel free to contact our Customer Service team if you have any questions at 800-763-0234 or email us at email@example.com.