Webinars
Upcoming Webinars
Stay tuned for more webinars from Oak Street Funding. In the meantime, you can watch a previously recorded webinar below!
Webinar Recordings
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Leaving Your Legacy: Building an Exit Strategy
Dennis Leininger, Founder and Principal Consultant at Business Transition Solutions, joins Keara Bradley, VP of Strategic Markets at Oak Street Funding, to discuss the succession process, tips on overcoming obstacles, what to look for in a successor, and more.
Responding to Uncertainty: Mid-Year Outlook
Rick Dennen, Founder and CEO of Oak Street Funding, and Alicia Chandler, President of Oak Street Funding, join Matt Staninger, Market Research Analyst at Oak Street Funding, for a mid-year review and outlook for the remainder of 2025. Our experts will cover their market outlooks, strategic acquisitions, and lending trends to equip you to thrive in today’s dynamic landscape.
Inside Insurance M&A: Exploring the Process
Chris Hughes, Managing Director of Insurance Distribution at M&A Services, joins Jason Gaskell, VP of Strategic Markets at Oak Street Funding, for the first of a three-part webinar series on mergers and acquisitions. In this first webinar, they walk through the various stages of the M&A process, timeline, and what buyers and sellers can anticipate.
2025 Outlook: What to Expect in the Year Ahead
Join Rick Dennen, Founder and CEO of Oak Street Funding, as he provides insights into the year ahead. Rick answers your questions regarding potential disruptive forces, utilizing technology and AI, and more.
Election Special: Tax & Market Update
Steve Blake, Managing Director at CBIZ, and Marc Chandler, Chief Market Strategist at Bannockburn Global Forex, are back for a discussion led by Oak Street Funding Market Research Analyst, Matt Staninger.
Insurance Growth Into 2025: M&A and Deal Structures
Join Jason Gaskell, VP of Strategic Markets at Oak Street Funding, and Chris Hughes, Managing Director of Insurance Distribution at M&A Services, for a webinar on the current M&A market.
Cybersecurity: Conquering Compliance
AERIFY.io joins Oak Street Funding to discuss accounting and investment advisor cybersecurity trends and talk about conquering compliance with the FTC Safeguard guidelines and WISP.
Doing Deals: M&A Essentials for Buyers and Sellers
Join M&A experts from Advisor Legacy and lending partner Oak Street Funding as we introduce prospective buyers and sellers to essential elements of doing a deal. We will also cover deal support options that are available for both buyers and sellers.
Making a Succession Plan: Our Story
In 2021, Rick assumed the position of Chief Corporate Banking Officer at First Financial Bank, which created an opportunity for someone to fill the role of president at Oak Street Funding. Alicia Chandler was promoted from Chief Legal Counsel to President of Oak Street Funding in July of 2022. In this webinar, Rick and Alicia will share succession and transition insights from their own experiences with helpful tips for our audience.
Beyond Underwriting: Strategy and Insights
Join Oak Street Funding's Director of Underwriting, Rob Roach, and VP of Sales, Adam Farag, as they delve into the world of underwriting and provide valuable insights on market trends and their impact on company strategy and underwriting decisions.
Uncover M&A Possibilities: Bridge Loans and Deal Creativity
Join Adam Farag, VP of Sales at Oak Street Funding, and Rob Madore, VP of Financial Advisory at MarshBerry, as they discuss the current market environment and its impact on sellers and buyers, bridge loans, dividend recapitalizations, and deal makeup.
Business Agility: Thriving in Changing Markets
In this webinar, Rick Dennen, Founder and CEO of Oak Street Funding, and Paul Lally, Principal at Wipfli, discuss how you can navigate changing markets to grow and strategize by leveraging technology to improve your talent management, employee retention and recruitment, and operating agility.
How to Grow Your Financial Advisory Firm in Turbulent Times
Watch Alicia Chandler, President of Oak Street Funding, and Taylor Adkins, Chief Product & Marketing Officer at UPTIQ, as they discuss growth during difficult seasons and maintaining that growth mindset throughout the years.
Building Your Wealth Advisory Firm's Acquisition Strategy
Join Oak Street Funding's Adam Farag, VP Strategic Markets Sales, and MarshBerry's Vice President, Rob Madore, as they discuss evolving market conditions, creating a robust acquisition strategy that includes your financial preparedness, and considerations for completing the transaction.
Panel Discussion with Bristal Lane
Susie McEuen, Consultant with Oak Street Funding, brought Bristal Lane, a business consulting firm, to speak on a panel. The panelists discuss current trends, growth strategies, and how to stay compliant focusing on what advisors can do to maintain growth.