Improve Your Profitability
Beat Your Competitors
Position Your Business for the Future

The goal of the NFDA Executive Roundtable program is to help funeral home owners improve their businesses by making more money in less time with fewer headaches and higher quality of life.

What is an Executive Roundtable?

An NFDA Executive Roundtable group consists of seven to ten non-competing NFDA members whose firms are similar in size and scope of work. Groups meet twice per year at pre-designated host sites for peer review, open sharing, and discussion of industry issues, profit opportunities, and business building strategies.

What are the key benefits?

• Increased profits
• Expense reduction
• Better time management
• Less time spent putting out fires
• Fewer headaches in managing your business
• Higher quality of professional and personal lives
• A process driven approach to improving your business
• Education from the unique perspectives of other CEOs
• Better teamwork and harmony in your family and employees
• Improved administration, sales, and marketing for your company
• Improved ability to adapt to changing industry and economic conditions

The NFDA Executive Roundtable program is a collaborative effort between NFDA and the Family Business Institute (FBI) of Raleigh, North Carolina.

• Executive Roundtable Case Study - PDF

Who should participate?

Funeral home executives interested in ensuring the future growth and longevity of their businesses.

What does the program include?

• Enrollment in an Executive Roundtable.
• Diagnosis consultation and group placement.
• Two meetings of 2.5 days per meeting (5 days total).
• Expert FBI facilitation and consultation for Roundtable meetings.
• Private consultation with FBI consultant for host firm.
• Updated news, research, and trends affecting small businesses.
• 24/7 access to roundtable community via interactive website.
• Non-compete and confidentiality agreements.
• Annual executive summary of key findings.
• Ongoing roundtable member satisfaction assessment.
• Travel and dining arrangements, information exchange, and meeting administration for all participants.

How can I find out more?

Click here to request more information or call the Family Business Institute, Inc at 877-326-2493, or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

To find out more about the Family Business Institute, visit http://www.familybusinessinstitute.com/performance-roundtables/.