Sep 26, 2019 10:00 AM - 11:00 AM - September 26th Webinar
Presentation by Michelle Crognale, BAO Manager of Operations:

Preneed Compliance in Ontario:  What You Should Know.

PLEASE NOTE:  The time for this webinar is our normal time of 11:00 AM to 12:00 Noon.  We are working to address the discrepancy in the time listed on the website.

This webinar will feature Michelle Crognale - The Bereavement Authority of Ontario

Natalie C. MacDonald

Michelle Crognale has been a licensed funeral director for over 20 years. Prior to being licensed, she obtained her business degree from the University of Windsor. For six years, Michelle worked with Service Corporation International as a bilingual member of its acquisition support team, during which time she helped many funeral home operators across eastern Canada and the eastern United States, transition from independent to corporate ownership. Michelle worked as an Inspector with the Board of Funeral Services for 17 years and transitioned to the Bereavement Authority of Ontario when it was established in 2016. As an inspector, Michelle enjoyed interacting with licensees to improve their internal controls, leading to greater compliance. In June 2019, she accepted a new and exciting challenge at the BAO as Manager of Operations, managing the internal staff teams for Complaints, Licensing and Trust.

Preneed Compliance in Ontario: What You Should Know:

Join us for a thorough review of the regulatory requirements surrounding preneed in Ontario:

• Who can sell preneed
• Disclosures prior to signing contracts
• Contract requirements
• Trusting requirements
• Differences between trust and insurance products
• Reconciliation
• Annual reporting
• Prepaid ledgers

The most common compliance issues and complaints related to preneed will also be highlighted.

While any OACFP member is welcome to listen in, licensees who sell preneed, employees who administer preneed and managers are especially encouraged to do so. This webinar will count for 1 hour of continuing education for Ontario licensees.

Please Note: Anyone seeking to use the webinars as continuing education credits should register individually so that we are able to track and record their participation.

This Special Webinar is brought to you as part of our Funeral Home Administration Program and generously sponsored by Service Corporation International (Canada) ULC :