Top 10 Business Challenges Facing Funeral Home Owners Today

Participants in this unique webinar series will get:

  A chance to win a trip to Orlando, Florida1

   Ten (10) opportunities for CE credit2

    Essential knowledge for funeral professionals


Mortuary school prepared you for the critical work of caring for the deceased and their loved ones, but it may not have prepared you to run a business. As a business owner you have the responsibility of caring for employees, maintaining strong financials, finding opportunities for business growth and ensuring a successful future succession.

Live Oak Bank is a dedicated lender to the funeral profession and has helped hundreds of funeral and cemetery businesses. In this series, instructors with deep expertise will dive into the top ten challenges facing funeral and cemetery businesses.

Current and future owners will walk away with the insight they need to help improve their cash flow, grow their business, maximize business value, plan for succession, learn how to differentiate and more.

Sign Up now

This is the series that all current and future owners need! Sign up for each CE accredited2 session today:

How to Make a Profitable Business Decision
February 17th, 11:30am-12:30pm EST
Tracy Bech, Partner and CEO, Starboard Collectives and 60 Minute CFO

How to Get More Calls in 2022
March 17th, 11:30am-12:30pm EST
Welton Hong, Founder, Ring Ring Marketing

Communication Elevation: Strategies for Taking Your Communication to the Next Level
April 21st, 11:30am-12:30pm EST
Codi Shewan, Speaker and Best-selling Author

HR in the Workplace: Boost Performance,
Mitigate Risk & Build Your Brand

May 19th, 11:30am-12:30pm EST
Courtney Spencer, Chief Administrative Officer,
Live Oak Bank

Cost vs Value: It’s About More Than Pricing
June 23rd, 11:30am-12:30pm EST
Micah Davis, Chief Marketing Officer, Live Oak Bank

Succession Solved: How to Sell a Business
July 21st, 11:30am-12:30pm EST or attend live at
NFDA Leadership

Tim Bridgers, SVP, Live Oak Bank

Metrics all Business Owners Need to Know
August 25th, 11:30am-12:30pm EST
Tim Bridgers, SVP, Live Oak Bank

Options for Expansion: Debt vs Equity
September 22nd, 11:30am-12:30pm EST
Mike McGinley, EVP, Live Oak Bank

Funeral Business Financing: How to Avoid
Costly Mistakes

November 17th, 11:30am-12:30pm EST
Tim Bridgers, Andrew Kennedy & Jordan Coleman, Funeral Business Lenders, Live Oak Bank

How to Maximize the Value of Your Business
December 8th, 11:30am-12:30pm EST
Tim Bridgers, SVP, Live Oak Bank



For each session that you attend in full, you are entered for a chance to win a trip to Orlando, Florida1 planned for you by Live Oak Bank’s event team including:

  • Two nights in a hotel
  • Roundtrip airfare for two
  • Theme park passes
  • Park experiences


1. The trip will be planned for 2023, and all trip details will be finalized with the winner to best accommodate their schedule and preferences. The winner will be announced live at the end of the final session, “How to Maximize the Value of Your Business”, on December 8th, 2022. The winner will also be notified by email. A new winner will be drawn if the winner does not respond within 30 days of the email announcement. Prize winnings are subject to IRS reporting, and any related tax obligations are the responsibility of the winner.

2. It is your responsibility to verify that the course is currently approved for CE in the state/province in which you are licensed.