OnPoint with Oak Street Funding: Recent Episodes
Oak Street Funding
OnPoint with Oak Street Funding is a bi-weekly podcast hosted by Bridget Haight. Each episode, Haight examines business trends, opportunities, and mini-trainings with actionable takeaways to empower listeners to grow their businesses. We host Industry Experts and Influencers within the Financial Services Industry. In each episode, you’re bound to learn a new perspective or strategy to support your company. Want to learn more? Call 844-353-8022 to speak to an Oak Street Funding team member today.
In the second episode of Approaching Independence, Susie and Matt discuss practice planning for transition. They talk about what it takes to go independent, managing your cash flows efficiently, a brief 2024 outlook, and the keys to relationships with vendors and clients.
Today I am delighted to bring Alicia Chandler back to the show. Alicia is president of Oak Street Funding, where, like most of you, she is currently leading an organization into 2024. Today we are going to chat about strategic planning and some tips for implementing it throughout the year.
Today I am delighted to welcome Paul Lally to the show! Paul is a Principal at Wipfli where he leads Wipfli’s multi-disciplinary team offering services to the wealth and asset management industry. Leveraging more than 30 years of experience, he helps clients navigate the growth and long-term success of their business. Paul discusses businesses operating at PRIME, being agile for a changing world, and building transition plans way before someone is ready to exit. He goes in depth on how to manage KPI's, and continues the conversation from his webinar with Oak Street Funding Founder and CEO, Rick Dennen.
Today I am delighted to welcome Susie McEuen and Dennis Leininger to the show! Susie is vice president of strategic markets for Oak Street Funding. Dennis is president of Business Transition Solutions. Today, they are going to share ideas for growth and transition for financial advisor practices. Welcome to the show!
We are excited to announce that Bristal Lane Group and Oak Street Funding have teamed up to launch this podcast series for, and about, taking your advisory practice
independent called Approaching Independence. We look forward to bringing you multiple episodes on this important topic.
Today I am delighted to welcome Diana Cabrices to the show! Diana is founder of Diana Cabrices Consulting and a fractional Chief Evangelist to B2B wealthtech companies, including Wealthbox CRM and Wealthtender's certified financial advisor reviews platform and find-an-advisor website. Over the years, she has helped wealthtech companies grow by amplifying the problem they solve for advisors through energizing presentations and content that educates financial advisors.
Today I am delighted to welcome Susie McEuen to the show! Susie is vice president of strategic markets for Oak Street Funding focusing on providing capital to advisors. Over the years, she has helped hundreds of business owners fund and structure loans for succession, acquisition, and working capital. Today, she is going to share ideas for growth and succession in 2023.
We are delighted to have Brett Rosen, owner of Rosen Advisory, join us on the show today! Brett is an experienced Mergers and Acquisitions consultant, and he will be sharing five things you can do to maximize the value of your business.
We have Bob Lewis, President of The Visionary Group, join me on the show today! Bob has over 25 years of experience supporting the CPA profession with organic growth and succession. Bob helps firms design partnership buy-ins, compensation structures, and multi-layered incentive goals. We are excited to have Bob on the show today as he talks about current trends, growth, and successful succession in the accounting industry.
Today, we welcome back Leslie Nester, founder and president of Fox Insurance Agencies.
Earlier we heard Leslie share how she started Fox Insurance Agencies. Now we will learn how she is building for the future as she shares tips for other business owners looking to grow.
Today, Tina Powell, founder and CEO of C-Suite Social Media, joins us on the show. Tina is a digital leader, influencer, and host of her own podcast titled In The Suite. As a small business owner, she has great insights to share with other business owners looking to grow.
Today I am delighted to welcome Alicia Chandler to the show! Alicia is the newly appointed president of Oak Street Funding. She has a law degree from the University of Cincinnati and previously served as legal counsel for Oak Street. Over the years, she has helped fund and structure hundreds of loans for succession. Today, she is going to share tips to help business owners prepare for the future. Welcome, Alicia!
Today I am delighted to welcome Leslie Nester to the show! Leslie is the founder and president of Fox Insurance Agencies based in Minersville, PA. She has an incredible story of entrepreneurship, resilience, and leadership to share today and I’m excited to share it with our audience. Want to learn more? Call 844-353-8022 to speak to an Oak Street Funding team member today.
Today, we welcome back both Sarah Turner, Principal with The Faurote Group and Kirsten Petras, Director of Marketing at Partnerships at Oak Street Funding. In this special episode, we will be discussing the value of inclusivity in our daily lives as they share that diversity isn’t just important in the workplace. Want to learn more about Oak Street Funding? Call 844-353-8022 to learn more.
Today, we welcome Kirsten Petras, Director of Marketing and Partnerships at Oak Street Funding. Kirsten is also Co-chair of 50/50 Women on Boards – an organization dedicating to increasing diversity in corporate America. Today, Kirsten is going to share the value of inclusive leadership to help all business leaders embrace and encourage diversity in their organizations.
Today, we welcome Sarah Turner, Principal with The Faurote Group. Sarah has dedicated her career to helping organizations tap into their most valuable resource – people. As a professional trainer, consultant, and executive coach, Sarah is passionate about helping people grow. Today, Sarah is going to share ways for businesses to find and retain diverse talent.
Want to learn more?
Call 844-353-8022 to speak to an Oak Street Funding team member today.
In this episode, we welcome Paul Leroue, Principal and Chief Marketing Officer at Wipfli. Paul is an experienced executive leader with a proven record of building successful marketing organizations, launching new brands, and optimizing overall organizational performance. Listen as Paul shares modern leadership lessons to help all business leaders transform their business teams. Call 844-353-8022 to learn more about Oak Street Funding today!
Oak Street Funding is happy to welcome back Jim Roe - president and CEO of Arlington/Roe, a managing general agency and wholesale insurance broker headquartered in Indianapolis. In Season 1, Jim shared advice on operating your business during disruptions. Listen as Jim opens up Season 2 with his story of building a successful business. Want to learn more?
Call 844-353-8022 to speak to an Oak Street Funding team member today.
Today, we welcome Derrick Clore – President of Clore Insurance Group in central Indiana. Join as we talk about the ways he has successfully grown his business and what he has learned along the way.
Oak Street Funding is happy to be joined by Jim Roe – president and CEO of Arlington/Roe, a managing general agency and wholesale insurance broker headquartered here in Indianapolis. As a business owner since 1987, Jim has successfully navigated many disruptions that challenged his company including the death of his father and business partner, the Great Recession, interest rate spikes, the pandemic, and now the Great Resignation. Hear from him on managing businesses during disruptive times right here!
Want to learn more?
Call 844-353-8022 to speak to an Oak Street Funding team member today.
We are pleased to welcome back Jane Saxon of Somerset CPAs and Advisors! Jane was previously on the show discussing tax-effective business structure. Be sure to tune into season one, episode two for some great advice! Today, Jane brings her 25 years of professional experience to discuss using capital and equity effectively. Want to learn more?
Call 844-353-8022 to speak to an Oak Street Funding team member today.
Today, we welcome Brian Henson, Director of Underwriting at Oak Street Funding. Brian has been with Oak Street for nine years and working as an underwriter for 20 years. Over the years, Brian has analyzed thousands of companies and their credit worthiness. Today we are going to hear Brian’s recommended best practices for business finances, a review of the 5C's of credit, and more. Want to learn more?
Call 844-353-8022 to speak to an Oak Street Funding team member today.
Oak Street Funding is delighted to have Jane Saxon with Somerset CPAs and Advisors join us on the show! Jane has over 25 years of experience delivering professional services to closely held entities, including partnerships, corporations, S-corps, and their owners. She spends most of her time focused on tax compliance and planning with expertise in financial and strategic consulting services. In this episode, Jane will be sharing information on setting up a tax-efficient business structure. Want to learn more?
Call 844-353-8022 to speak to an Oak Street Funding team member today.
Rick Dennen, CEO and Founder of Oak Street Funding, joined the OnPoint podcast to tell his story of starting Oak Street Funding in 2003. He discusses operating during disruption, retaining employees, focusing on people, and tips for business growth. Want to learn more?
Call 844-353-8022 to speak to an Oak Street Funding team member today.