“Back to Business” Webinars
The ICCFA Educational Foundation is proud to continue a special webinar partnership with Live Oak Bank! 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.
“Don’t Miss an Opportunity to Grow Your Business”
Growth opportunities often present themselves at unexpected times. If you’re not prepared, you could miss your big chance. In this panel-style discussion, Tim Bridgers and Andrew Kennedy will cover all aspects of acquisition; from identifying the right business for you to valuations, negotiations, and more.
Panelists
Andrew Kennedy
Loan Officer
Live Oak Bank
Tim Bridgers
SVP – Head of Funeral Home & Cemetery Lending
Live Oak Bank
“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
