Announcing “Back to Business” Webinars!

The ICCFA Educational Foundation is proud to announce a special webinar partnership with Live Oak Bank for 2023! This quarterly webinar collaboration will be called Back to Business. Each webinar will be a panel-style discussion that focuses on delivering valuable insights and information to deathcare professionals looking to grow and sharpen their business skills.

All Back to Business webinars are free and open for all to attend.

Funeral Business Financing: How to Avoid Costly Mistakes

Date: December 14, 2023
Time: 2:00 – 3:00 PM EST

For funeral home and cemetery owners considering growth, refinance or succession planning for your business, you’ll likely need capital to execute your plans. In this session, Tim, Andrew, and Jordan will cover how banks evaluate prospective borrowers, financing options, the loan application process and common hurdles. Understanding the perspective of a lender is a helpful first step when you want to get approved for a loan for your funeral home business. These topics will prepare you for approaching a lender and will pave the way to approval and funding.

Panelists

Jordan Coleman

Loan Officer
Live Oak Bank

Andrew Kennedy

Loan Officer
Live Oak Bank

Tim Bridgers

SVP – Head of Funeral Home & Cemetery Lending
Live Oak Bank

“Succession Solved: How to Sell a Funeral  Business”

Date: August 30, 2023
Time: 2:00 – 3:00 PM EDT

After investing years of hard work to build a business with value and purpose, it is now time for you to consider your options for succession. A properly executed succession can ensure your legacy and fund your retirement, so it’s important to understand the risks and challenges involved.

Join this panel-style discussion to learn the key elements of preparing to sell your business from experts. From choosing a successor to maximizing business value, you’ll be able to take these ideas back to your business and start planning for your future.

Panelists

Chris Cruger

CEO
The Foresight Companies

Tim Bridgers

SVP – Head of Funeral Home & Cemetery Lending
Live Oak Bank

“Hiring During a Labor Shortage”

Date: June 1, 2023
Time: 2:00 – 3:00 PM EDT

Hiring is a significant issue for funeral home owners today. In fact, Live Oak Bank recently conducted a Voice of the Customer study and found that difficulty hiring new employees is a key challenge for 60% of their customers*. In this webinar hosted by ICCFA and Live Oak, industry experts will dive into current hiring issues, share practical advice on hiring and retaining employees, and discuss what business owners can do to compete in a tight labor market. This session is crucial for funeral home owners. Register now to learn how to overcome your hiring issues.

*Source: Live Oak 2022 Voice of the Customer Survey (Powered by Barlow Research).

Panelists

Scott Payne

Principal/Senior Account Manager
Graystone Associates, Inc.

Codi Shewan, CFSP

President & Principal Consultant
EverLearn Associates

Tim Bridgers

SVP – Head of Funeral Home & Cemetery Lending
Live Oak Bank

“How to Make Profitable Business Decisions”

Date: March 2, 2023
Time: 2:00 – 3:00 PM EST

As a business owner you make daily decisions varying from small operational decisions to larger financial decisions. As the leader, the choices that you make impact the future and profitability of your organization as well as the lives of your staff and family. With so much at stake are you using proven methods to make strategic decisions, or are you going with your gut? Business decisions rely on timely and accurate financial information as well as feedback from staff, leadership team and customers. This webinar will discuss the data needed to make solid business decisions and how to track and measure that data, as well as industry benchmarks.

Panelists

Tracy Bech

Co-Founder
60 Minute CFO

Nelson Thulin

Director of Business Consulting Services
Johnson Consulting Group

Tim Bridgers

SVP – Head of Funeral Home & Cemetery Lending
Live Oak Bank