CATHOLIC MANAGEMENT SERVICES

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1 CATHOLIC MANAGEMENT SERVICES Shared. Strategic. Solutions. Fact Sheet & Backgrounder 2015 CATHOLIC MANAGEMENT SERVICES Shared. Strategic. Solutions.

2 Fact Sheet & Backgrounder CATHOLIC MANAGEMENT SERVICES Who We Are Catholic Management Services is a nonprofit organization that offers strategic planning and professional services that apply best practices to address the funeral, cemetery and administrative needs of today s Catholic Church. CMS has developed proven, mission-centric programs in marketing and communications, education and outreach, information technology and finance that serve our goal of creating a financially healthy and sustainable funeral and cemetery system within each of our client-dioceses across the nation. Our story began in 2011 when the Diocese of Oakland s cemeteries were at a crossroads, and leadership began to consult with other leaders who wished to leverage their experience. Since that time, we have established relationships with dioceses across the country while broadening the scope of our services along the way. CMS staff members currently support over 30 active cemeteries conducting 10,000 burial services annually, as well as 10 funeral centers providing over 2,500 funeral and cremation services annually. Our unique shared services model has reinvigorated a vital ministry that is producing positive financial results when dioceses are being challenged to sustain their operations. As a Church-owned organization, we are uniquely positioned to understand its issues and, therefore, serve its needs. What We Do CMS offers a wide scope of services that can be customized to meet the needs of a diocese. We offer the following services, among others: Management Services, Consulting Services, and Advisory Services. 1

3 Management Services integrates a three-phased approach-discovery, assessment, and implementation. The discovery phase results in a strategic business plan followed by an intensive assessment period and implementation of new policies, procedures and programs. Core management services include areas such as sales, marketing, accounting and finance, human resources, information technology, capital development, strategic services and governance. Management Services is designed to work alongside existing management, or, when necessary, serve as the executive management running the organization. Consulting Services offers both strategic and operational consulting. Strategic consulting projects include business plans, market assessment, funeral home planning, new cemetery development, parish cemetery reviews and a variety of financial planning projects such as endowment care or trust fund review. Operational consulting projects include rules and regulation review, policy and procedure development, and other cemetery specific projects. Advisory Services features long-term contracted consulting. CMS will provide executive training, strategic direction, giving clients access to the wide range of our available services. Catholic Funeral & Cemetery Services (CFCS), our national brand for Catholic cemeteries, represents our pastoral approach to serving the Catholic community. CFCS reinforces the charitable nature of Catholic cemeteries, coupling a trusted and recognizable national brand with local name recognition. The CFCS branding and programs closely align the cemetery organization to the Church s mission while positioning the Church at the center of all end-of-life decisions. Our professional staff partners with local diocesan leadership and cemetery directors to leverage the CFCS brand, transforming declining systems into profitable entities poised to address the needs of the Catholic Church for the coming decades. This success is achieved through cemetery and funeral management, consultation, and new program implementation, along with support in functional areas including marketing, national purchasing programs, and human resources. 2

4 Leadership Robert Seelig, CEO Ron Gies, COO Larry Dodd, CFO Randy Moore, Director of Client Services Representative Clients Diocese of Oakland Diocese of Sacramento Archdiocese of Detroit Diocese of Spokane Diocese of Monterey Archdiocese of Denver Diocese of Reno Diocese of San Bernardino Diocese of Fort Wayne/South Bend Archdiocese of Baltimore Archdiocese of Portland Diocese of Honolulu Diocese of Richmond Archdiocese of New Orleans Archdiocese of Hartford Archdiocese of San Juan Testimonials When I joined the Oakland diocese, I was very pleased to discover that an organization as innovative as CMS had been developed here. It is my sincere hope that their work will continue to develop into a ministry of the Church of Oakland to the broader Catholic Church. ~Bishop Michael C. Barber S.J. I had the pleasure to work with many of the leaders of CMS while serving as Bishop of Oakland. As a result, I was very confident about inviting them to the Archdiocese of Detroit to help reshape our cemetery ministry. As is the case in so many other dioceses in the United States, the revitalization of our cemeteries was a pressing need; and it was comforting to know that I could entrust the leadership of this ministry to them. ~Archbishop Allen Vigneron Archdiocese of Detroit 3

5 By partnering with Catholic Management Services, I was able to reduce stress and rely on a team of professionals with experience across all facets of my business. I now have a thought partner helping me set a strategic agenda for the coming decade. In two short years, our ministry has stemmed operating losses, increased advanced planning revenues, and furthered our ministry through a renewed presence in the community. Catholic Management Services played an integral role in the launch of our Catholic cemeteries into the funeral business, which in just a couple months of operations is already exceeding our expectations. ~Jim Falkner Executive Director Catholic Funeral & Cemetery Services of Spokane Founded: 2011 Address: 4457 Willow Road, Suite 100 Pleasanton, CA Web: info@cmsmission.org Staff Contact: Megan Folkman Client Communications Manager Office (925) mfolkman@cmsmission.org For Media Inquiries, Contact: Rosemary Mangiardi Harden Communications Partners Office (415) rmangiardi@hardenpartners.com 4