Making Your Succession - Planning and Transitioning G2: Our Story

Webinar Information:

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.

In this webinar, Rick and Alicia share succession and transition insights from their own experiences.