OnPoint Webinars

Business Agility: Thriving in Changing Markets

Tue, 14 Nov 2023 18:45:03 GMT

Companies are facing an unprecedented rate of change, driven by factors such as digital transformation, regulatory shifts, and the changing needs of customers and employees. To thrive in this environment, you need to be able to adapt quickly and effectively. This means having a workforce that is skilled, agile, and adaptable.

In this webinar, Rick Dennen, Founder and CEO of Oak Street Funding, and Paul Lally, Principal at Wipfli, will 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.

From Awareness to Action: Fraud Prevention Webinar by First Financial Bank

Wed, 25 Oct 2023 12:27:17 GMT

October is cybersecurity month and our parent company, First Financial Bank, is hosting a educational webinar to help you protect your business and finances against potential cyber threats.

Key Takeaways:

• Planning and reviewing your company’s preparedness for #business email compromise.

• Best practices to mitigate the impacts of malicious software like #ransomware

• Protecting your business from check fraud.

• Artificial intelligence (ai) and its impact on fraud and cyberattacks

How To Grow Your Financial Advisory Firm in Turbulent Times

Thu, 14 Sep 2023 12:52:14 GMT

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

Wed, 16 Aug 2023 16:32:27 GMT

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.

Winning Strategies to Maximize Your Agency Value with Legacy Advisors

Wed, 16 Aug 2023 16:34:29 GMT

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?"

Mid-Year Review: Market Update and Underwriting Outlook

Thu, 06 Jul 2023 18:38:29 GMT

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: Compliance, Growth Strategies, and More

Mon, 03 Apr 2023 21:26:06 GMT

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 & 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.

Making Your Succession - Planning and Transitioning G2: Our Story

Wed, 01 Mar 2023 17:24:35 GMT

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 exponential

growth and was acquired by First Financial Bank in 2015. 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. 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.

Potential Tax Implications in 2023 - With Somerset CPAs and Advisors

Fri, 06 Jan 2023 21:48:00 GMT

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.

2023 Outlook: Market Update and End of Year Review

Fri, 18 Nov 2022 12:16:24 GMT

Alicia Chandler, President at Oak Street Funding and First Franchise Capital, 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. They will answer your questions from registration and will also answer questions live.

Potential Impacts of the Inflation Reduction Act

Fri, 26 Aug 2022 15:18:04 GMT

Rick Dennen and Steve Blake will discuss the potential impacts of the Inflation Reduction Act on the economy, taxes, and your business.

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

Mon, 01 Aug 2022 16:49:00 GMT

Rick Dennen, Chief Commercial Banking Officer at First Financial Bank (and CEO of Oak Street Funding and First Franchise Capital), was joined by Marc Chandler, Managing Director at Bannockburn Global Forex, 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 during registration and provided guidance to have a strong second half of the year.

Understanding Underwriting: A Q&A With Rob Roach, Director of Underwriting at Oak Street Funding

Wed, 20 Jul 2022 17:36:25 GMT

Join Oak Street Funding's Bridget Haight, for a Q&A with Rob Roach, Oak Street Funding's Director of Underwriting. Rob answers your submitted questions and pulls back the curtain on underwriting to help you understand how you can position yourself as a low credit risk. He also shares some best practices for running a business consistently well to set yourself up for future success. Want to learn more? Call 844-353-8022 to speak to an Oak Street Funding team member today.

CPA EXCLUSIVE: How to Win and Finish a Deal

Mon, 20 Jun 2022 12:40:51 GMT

Do you know what it takes to win an acquisition or set your business up to sell effectively and for profit? Do you understand the nuances to get your deal over the finish line where all parties can succeed? Bob Lewis, President of the Visionary Group, and Bruce Warren, VP Strategic Markets at Oak Street Funding were LIVE on June 15th to discuss using financing to leverage yourself to make a deal work. Want to learn more? Call 844-353-8022 to speak to an Oak Street Funding team member today.

ADVISOR EXCLUSIVE: Are You a Growth Focused Advisor? With David DeVoe of DeVoe & Co.

Thu, 21 Apr 2022 13:12:32 GMT

Join Oak Street Funding's Kirsten Petras for an exclusive interview with David DeVoe, CEO and Founder of DeVoe & Co, as he discusses growth trends, M&A activity, buyer and seller dynamics, and more.

Strategic Growth Through Acquisition

Fri, 25 Mar 2022 15:44:06 GMT

Bruce Warren, VP Strategic Markets Sales at Oak Street Funding, and Rob Roach, Commercial Underwriter at Oak Street Funding, came together for a conversation about strategically growing your business through acquisitions. They also answered questions you submitted during registration about becoming a "serial acquirer." You can also follow along at @OSFunding on Twitter. The conversation was moderated by Kirsten Petras from Oak Street Funding.

Keys to Creating a Future Ready High Performing Organization

Wed, 02 Mar 2022 12:09:47 GMT

Do you have the tools to future-proof your business and grow a high performing organization? Paul Lally, Principal at Wipfli, and Paul Leroue, CMO and Principal at Wipfli joined Rick Dennen, CEO of Oak Street Funding and First Franchise Capital, live on February 24th for a conversation fueled by your questions. They helped provide a roadmap to identify your priorities for the remainder of the year and going forward.

OnPoint: Financing Options to Grow Your Business in 2022

Wed, 26 Jan 2022 15:15:22 GMT

Join Rick Dennen, Founder & CEO of Oak Street Funding, for the first 2022 webinar dedicated to providing key insights to help you grow your business. Rick will discuss financing options for growing and managing your business while also providing answers to the questions you ask during registration. Any unanswered questions will receive a follow up email within 24 hours. This webinar will be moderated by Kirsten Petras, Executive Sales Director at Oak Street Funding.

Potential Financial Implications of the Impending Tax Changes

Mon, 14 Feb 2022 18:37:44 GMT

The upcoming 2022 tax changes will potentially have many implications for your business. Rick Dennen, President and CEO of Oak Street Funding, will be joined by Steve Blake and Jane Saxon of Somerset CPAs, P.C. as they highlight the new tax policies and discuss their impacts. This webinar will be moderated by Kirsten Petras, Executive Sales Director at Oak Street Funding. Submit your questions for the panelists when you register!