Webinars from Oak Street Funding

Upcoming Webinars

Please register for our most recent panel discussion where Susie McEuen lead a conversation on compliance, growth strategies, and more.

Panel Discussion with Bristal Lane

You're invited to view our panel discussion with Bristal Lane, a business consulting firm. The panelists discuss current trends, growth strategies, and how to stay compliant.

April 4th

2 PM

Online

Webinar Recordings

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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.

Potential Tax Changes in 2023

The upcoming 2023 tax changes will potentially have many implications for your business. Moderator Bridget Haight and Oak Street Funding's lending specialists, will be joined by Steve Blake of Somerset CPAs and Advisors as they highlight the new tax policies and discuss their impacts.

2023 Outlook: Market Update and End of Year Review

Alicia Chandler, President at Oak Street Funding, is joined by Marc Chandler, Managing Director and Chief Market Strategist at Bannockburn Global Forex for a discussion on the market after the Federal Reserve meeting and how to prepare for the new year.

Advisor Exclusive: Creating a Successful Continuity Plan

Recent studies show that as few as 17% of financial advisors have an actionable succession plan. As one of your largest assets, its important to protect your practice. In this joint webinar with Advisor Legacy, Adam Farag will discuss the reasons for having a continuity plan and key elements of a quality continuity plan.

Potential Impacts of the Inflation Reduction Act

Rick Dennen and Steve Blake will discuss the potential impacts of the Inflation Reduction Act on the economy, taxes, and your business. They answered your questions to provide insights about the Inflation Reduction Act and what to look out for in the remaining months of the year.

2022 Mid-Year Review: Market Update and Mid-Year Outlook

Rick Dennen was joined by Marc Chandler to discuss the current market trends, results and implications from the July 27th Federal Reserve meeting, and provide an outlook for the rest of the year. They answered the questions you submitted and provided guidance to have a strong second half of the year.

Understanding Underwriting: A Q&A with Rob Roach, Director of Underwriting

Rob Roach will answer your submitted questions and pull back the curtain on underwriting to help you understand how you can position yourself as a low credit risk. He will also share some best practices for running a business consistently well to set yourself up for future success.