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Webinars

Upcoming Webinars

2024 Outlook: A Conversation with a CEO

Register to hear Rick Dennen, Founder and CEO of Oak Street Funding, as he provides a 2024 outlook. Rick will be answering your questions from the year about market instability, developing and implementing a 2024 strategy, tips for growth, and details about our loan products.

12/8/2023

12p.m.

Online

Register for the Webinar

Webinar Recordings

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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.

Winning Strategies To Maximize Your Agency Value With Legacy Advisors

We often hear people ask, "What is my agency worth?" But is that the right question to be asking? Join Scott Stars, VP of Strategic Market Sales at Oak Street Funding, and Max Olson and Mike Almberg, Partners at Legacy Advisors, as they urge you to instead ask yourself, "How can I make my agency worth more?"

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.

Mid-Year Review: Market Update and Underwriting Outlook

Get an exclusive look back at the year so far with Founder and CEO, Rick Dennen, and Director of Underwriting, Rob Roach. From banking and market turmoil to the interest rate environment and talent shortages, they'll provide insightful commentary. They'll also provide an outlook for the rest of the year, offering valuable advice on how to set yourself up for a successful 2023, even in the face of turbulence.

Panel Discussion with Bristal Lane

Susie McEuen, VP Strategic Markets Sales, 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.

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.