Oak Street Funding

Watch Alicia Chandler, President of Oak Street Funding, and Taylor Adkins, Chief Product &amp; Marketing Officer at&nbsp;UPTIQ&nbsp;as they discuss growth during difficult seasons and maintaining that growth mindset throughout the years.

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.


How To Grow Your Financial Advisory Firm in Turbulent Times

During the past 10 years, the advisory market has experienced rapid growth of client assets and firm valuations. As the competitive landscape shifts, the financial markets fluctuate, and the need for new, second and third generation leaders increases, it's important for owners to understand how to create a business that can stand on its own. 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.

Building Your Wealth Advisory Firm's Acquisition Strategy

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&nbsp;<a href="https://www.legacyadvisors.partners/" rel="noopener noreferrer" target="_blank">Legacy Advisors</a>, as they urge you to instead ask yourself, "How can I make my agency worth more?"

Winning Strategies to Maximize Your Agency Value with Legacy Advisors

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.

Rob Roach

Director of Underwriting, Oak Street Funding

Rick Dennen

Founder & CEO, Oak Street Funding

Mid-Year Review: Market Update and Underwriting Outlook

In this Panel Discussion, Susie McEuen, VP Strategic Markets Sales, brings together her colleagues, Adam Farag, VP Strategic Markets Sales, and Rob Roach, Director of Underwriting, and one of her partners, Matthew Reynolds, Founder &amp; President of Bristal Lane, a business consulting firm. They will discuss setting your business up for success through compliance, deal preparation, growth strategies, and more.&nbsp;

Susie McEuen

VP Strategic Markets Sales, Oak Street Funding

Adam Farag

Matt Reynolds

Founder & President, Bristal Lane Group

Panel Discussion with Bristal Lane: Compliance, Growth Strategies, and More

business growth and maintaining compliance

In 2003, Rick founded Oak Street Funding because he saw a need for cash-flow based lending in the insurance industry. The company has experienced exponentialgrowth and was acquired by First Financial Bank in 2015. In 2021, Rick assumed the position of Chief Corporate Banking Officer at First Financial Bank, whichcreated an opportunity for someone to fill the role of president at Oak Street Funding. Alicia Chandler was promoted from Chief Legal Counsel to president ofOak Street Funding in July of 2022. This transition allows Rick to focus on the strategic outlook of Oak Street Funding while Alicia focuses on day-to-day operations.Today, Rick and Alicia will share succession and transition insights from their own experiences with helpful tips for our audience.

CEO, Oak Street Funding

Alicia Chandler

President, Oak Street Funding

Making Your Succession - Planning and Transitioning G2: Our Story

Making Your Succession - Planning and Transitioning G2

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, P.C. as they highlight the new tax policies and discuss their impacts.

VP RIA Sales

Bruce Warren

VP CPA Sales

Kyle Castle

VP Insurance Sales

Steve Blake

Principal, Somerset CPAs and Advisors

Potential Tax Implications in 2023 - With Somerset CPAs and Advisors

Potential Tax Implications for Businesses in 2023 - With Somerset CPAs and Advisors

OnPoint with Oak Street Funding

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Hear what our experts have to say as we ask them your questions, discuss industry trends, and offer insight in the ever-changing world of finance. Want to connect with us? Call 844-353-8022&nbsp;to learn more about Oak Street Funding today!

How To Grow Your Financial Advisory Firm in Turbulent Times

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