Webinars from Oak Street Funding

Upcoming Webinars

Designed to Future-Proof your RIA: A Strategic Guide to Succession Planning

Join Keara Whelahan, Vice President and Lender for Oak Street Funding, and Susie McEuen, a Consultant with Oak Street Funding, for an insightful webinar where they will walk you through the key steps designed to help you build a seamless transition plan.

April 29th, 2025

Online

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 will walk through the various stages of the M&A process, timeline, and what buyers and sellers can anticipate.

May 9th, 2025

Online

Webinar Recordings

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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 Somerset, 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.

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.

Winning Strategies To Maximize Your Agency Value

We often hear people ask, "What is my agency worth?" 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.

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.

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.