Sharing Knowledge Series

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Sharing Knowledge Series is a video and podcast series that brings you insights on banking from the perspective of business owners, insurance agents, and individuals from all backgrounds with the same passion for the pursuit of financial freedom. Each e

Westfield Bank


    • Jan 28, 2025 LATEST EPISODE
    • monthly NEW EPISODES
    • 40m AVG DURATION
    • 65 EPISODES


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    Latest episodes from Sharing Knowledge Series

    2025 Economic Outlook

    Play Episode Listen Later Jan 28, 2025 42:39


    The last 12 months had no shortage of developments that have set the stage for the economic outlook in 2025. As we look towards the new year ahead in the latest Sharing Knowledge Series episode, host Kevin Vonderau, EVP, chief lending officer at Westfield Bank leads a discussion about where our economy is at and what business owners can expect in the coming months. Kevin is joined by Jon Shulman, a Westfield Bank board member, and Brian Toma, CFP®, AIF®, CEPA®, managing partner and financial advisor at FHT Advisors.We want to hear your feedback. Take our survey at westfield-bank.com/sks Have questions? Email westfield-bank@westfield-bank.com.For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    Protecting your business from fraud

    Play Episode Listen Later Nov 5, 2024 47:51


    In a digital world, the threat of fraud to businesses is only growing and evolving. That's why cybersecurity and fraud prevention advice is the focus of this episode of the Sharing Knowledge Series. Host Kevin Vonderau, EVP, chief lending officer at Westfield Bank, leads an important discussion to help business owners stay informed about the latest fraud trends.Kevin is joined by Andy Jones, CEO at Fortress Security Risk Management and Westfield Bank board member, and Jarrod Long, director of treasury management at Westfield Bank.We want to hear your feedback. Take our survey at westfield-bank.com/sks Have questions? Email westfield-bank@westfield-bank.com.For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    Opportunities to grow and expand your agency

    Play Episode Listen Later Jul 31, 2024 46:59


    Agency growth and expansion is the topic of discussion for the 28th episode of the Sharing Knowledge Series. Host Kevin Vonderau, EVP, chief lending officer at Westfield Bank, discusses how insurance agency owners can best prepare for growth while navigating the high interest rate environment and other policy changes impacting the economic landscape with guests Josh Heebner, Dave Rivell, and Mike Wagar.Josh and Dave are partners at Element Risk Management, and Mike serves as SVP, agency banking and specialty lines leader at Westfield Bank. We want to hear your feedback. Take our survey at westfield-bank.com/sks Have questions? Email westfield-bank@westfield-bank.com.For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    Understanding wealth management and preserving generational wealth

    Play Episode Listen Later Mar 21, 2024


    What is wealth management and preservation, and why is it important for individuals and families? This question and more gets answered in the 27th episode of the Sharing Knowledge Series. Host Kevin Vonderau, chief lending officer at Westfield Bank, discusses wealth management, strategies for financial planning, and preserving wealth across generations with guests Brad Knapp, president of Clearstead and Ken Morgan, chief operating officer at Clearstead Trust. Investment products: • Are not FDIC insured • Are not bank guaranteed • May lose value • Are not a deposit • Are not insured by any federal or state government agency We want to hear your feedback. Take our survey at westfield-bank.com/sks Have questions? Email westfield-bank@westfield-bank.com.

    2024 Economic Outlook: navigating the financial landscape in the new year

    Play Episode Listen Later Dec 7, 2023 40:04


    What do business leaders and consumers need to know about the economy as we head into the new year?In the 26th episode of our Sharing Knowledge Series, our guests look ahead to help business owners and consumers navigate the challenges and opportunities we're likely to experience in 2024. Host Kevin Vonderau sits down with Mike Toth and Brian Toma to discuss what factors they're watching to gauge the state of the economy in the new year. Mike is the Chairman & CEO of Westfield Bank and Brian is a managing partner and registered investment advisor at Freeman Heyne Toma Financial Advisors.Investment products:• Are not FDIC insured• Are not bank guaranteed• May lose value• Are not a deposit• Are not insured by any federal or state government agencyYou can read highlights of the discussion by visiting https://www.westfield-bank.com/why-westfield-bank/westfield-bank-news/2024-economic-outlook We want to hear your feedback. Take our survey at westfield-bank.com/sks Have questions? Email westfield-bank@westfield-bank.com.For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    Cybersecurity preparedness: protecting what matters most to your business

    Play Episode Listen Later Oct 16, 2023


    As we increasingly rely on technology, what can you be doing to ensure your company is protected?In the 25th episode of our Sharing Knowledge Series, host Kevin Vonderau sits down with David Howard and Brandon Pauley to discuss the proactive steps your business can take to protect your data, privacy, and mitigate threats and disruption to your business's operations. David is the director of technical services at V2 Technology, Brandon is a partner at the Brennan Manna Diamond law firm, and Kevin is the chief lending officer at Westfield Bank.To read the key takeaways from the discussion, visit www.westfield-bank.com/why-westfield-bank/westfield-bank-news/maintaining-good-cyber-hygieneWe want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.com.For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    Taking your business to the next level: financing strategies for growing your business

    Play Episode Listen Later Jul 14, 2023 38:59


    When pursuing new growth opportunities for your business, there are two big things to keep in mind: you have options, and you don't have to go at it alone.In the 24th episode of the Sharing Knowledge Series, host Kevin Vonderau, chief lending officer at Westfield Bank, discusses strategies related to business growth with Bob Filipiak, executive director of Cascade Capital, and Carrie Malotte, VP, commercial loan officer at Westfield Bank.To read the key takeaways from the discussion, visit westfield-bank.com/why-westfield-bank/westfield-bank-news/financing-business-growth  We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.com.For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    Growing Your Business: How to build a team of advisors to meet your goals

    Play Episode Listen Later Apr 17, 2023 33:32


    No matter what stage of the business lifecycle you're in, having trusted professionals in your corner can pay dividends. Are you intentional about who you surround yourself with as a business owner?In the 23rd episode of the Sharing Knowledge Series, host Kevin Vonderau, chief lending officer at Westfield Bank, sits down with Nolan James Jr., Esq., a shareholder at Cavitch Familo & Durkin, and Leslie Oyler, CPA, Client Services Manager at Zion, Synek & Associates for a wide-ranging discussion about the important role advisors play in growing your business.Read the article at https://www.westfield-bank.com/why-westfield-bank/westfield-bank-news/growing-your-businessWe want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.com.For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    What the evolving state of healthcare means for your business

    Play Episode Listen Later Feb 23, 2023 41:38


    Everyone from individuals to families to business owners are impacted by the rising costs of healthcare in the U.S. What are some key trends that industry experts are watching? How is healthcare adapting to technological advances? In our 22nd episode of the Sharing Knowledge Series, host Kevin Vonderau, chief lending officer at Westfield Bank, is joined by Dr. Jennifer Prezioso, DPM, FACFAS, founder and CEO of Balance Foot & Ankle, and Tim Juka, client executive at Oswald Companies, explore these questions as a part of a broader healthcare discussion. We want to hear your feedback. Take our survey at westfield-bank.com/sks Have questions? Email westfield-bank@westfield-bank.com For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    2023 Economic Outlook

    Play Episode Listen Later Dec 13, 2022 34:46


    Are we headed for a recession in 2023? What economic indicators should we be paying attention to? These are some of the questions we explore in the 21st episode of our Sharing Knowledge Series. Host Kevin Vonderau, chief lending officer at Westfield Bank, sits down with Jon Park and Brian Toma, CFP®, AIF®, CEPA to offer predictions for 2023 and provide guidance to business owners who are bracing for a possible recession. Jon founded Westfield Bank in 2001 and has remained as executive chairman since he retired as CEO in 2021. Brian is managing partner and a registered investment advisor at Freeman Heyne Toma Financial Advisors.Investment products: • Are not FDIC insured • Are not bank guaranteed • May lose value• Are not a deposit • Are not insured by any federal or state government agencyWe want to hear your feedback. Take our survey at westfield-bank.com/sks Have questions? Email westfield-bank@westfield-bank.com.For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    Making a Difference through Philanthropy and Nonprofits

    Play Episode Listen Later Nov 29, 2022 38:47


    Many business leaders and community members hope to make a positive impact on the areas they serve and the neighborhoods in which they live. One of the best ways to uplift the community around you is through engaging with nonprofits and philanthropic efforts. The 20th episode of the Sharing Knowledge Series takes a closer look at how nonprofits operate and the ways that you can get involved.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.com.For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    Planning for the Next Chapter

    Play Episode Listen Later Nov 2, 2022 32:49


    The thought of retirement or what's next for you and your business is intimidating. But like many big decisions you make throughout your career, thoughtful planning will help set you up for success. That's why in our 19th episode of the Sharing Knowledge Series, host Kevin Vonderau, chief lending officer at Westfield Bank, sits down with Gary D. Sirak, CLU®, ChFC®, president of Sirak Financial Services and author of How to Retire and Not Die: The 3 Ps That Will Keep You Young and Mark Dorman, AIF, CLU®, ChFC®, CFBS, CEPA, president & CEO of Legacy Business Advisors Ohio and Contributor to Forbes Business Council.In this episode, Kevin, Gary, and Mark discuss considerations and factors that impact personal retirement, business perpetuation, and succession planning.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.com.For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    The Role of Marketing: How aligning sales and marketing can grow your business

    Play Episode Listen Later Sep 21, 2022 41:34


    How big of a role does marketing play for businesses looking to make the most of their budget and gain the attention they deserve? In our 18th episode of the Sharing Knowledge Series, host Kevin Vonderau, chief lending officer at Westfield Bank, is joined by Hallie Bram Kogelschatz, CEO & president of shark&minnow, and Mark Priebe, president of Proximity Marketing.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.com.

    The Role of Marketing: How aligning sales and marketing can grow your business - Sharing Knowledge Series Episode 18

    Play Episode Listen Later Sep 21, 2022 41:34


    How big of a role does marketing play for businesses looking to make the most of their budget and gain the attention they deserve? In our 18th episode of the Sharing Knowledge Series, host Kevin Vonderau, chief lending officer at Westfield Bank, is joined by Hallie Bram Kogelschatz, CEO & president of shark&minnow, and Mark Priebe, president of Proximity Marketing.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.com.For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    The Value of Marketing

    Play Episode Listen Later Sep 21, 2022 41:34


    How big of a role does marketing play for businesses looking to make the most of their budget and gain the attention they deserve? In our 18th episode of the Sharing Knowledge Series, host Kevin Vonderau, chief lending officer at Westfield Bank, is joined by Hallie Bram Kogelschatz, CEO & president of shark&minnow, and Mark Priebe, president of Proximity Marketing.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.com.For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    ceo marketing proximity marketing
    Retail: Innovating your shopper's experience

    Play Episode Listen Later Aug 16, 2022 31:10


    Want to gain insight into the state of the retail industry and how businesses have been impacted by supply chain issues and rising inflation? In our 17th episode of the Sharing Knowledge Series, host Kevin Vonderau, chief lending officer at Westfield Bank, is joined by guests Scott Maloney, owner and president of Century Cycles, and Chris Curcio, CEO, and president of Litehouse Pools & Spas.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.com.

    Retail: Innovating your shopper's experience - Sharing Knowledge Series Episode 17

    Play Episode Listen Later Aug 16, 2022 31:10


    Want to gain insight into the state of the retail industry and how businesses have been impacted by supply chain issues and rising inflation? In our 17th episode of the Sharing Knowledge Series, host Kevin Vonderau, chief lending officer at Westfield Bank, is joined by guests Scott Maloney, owner and president of Century Cycles, and Chris Curcio, CEO, and president of Litehouse Pools & Spas.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.com.For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    Specialty Merchants & Retail

    Play Episode Listen Later Aug 16, 2022 31:10


    Want to gain insight into the state of the retail industry and how businesses have been impacted by supply chain issues and rising inflation? In our 17th episode of the Sharing Knowledge Series, host Kevin Vonderau, chief lending officer at Westfield Bank, is joined by guests Scott Maloney, owner and president of Century Cycles, and Chris Curcio, CEO, and president of Litehouse Pools & Spas.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.com.For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    Construction and Equipment

    Play Episode Listen Later Jun 15, 2022 45:07


    In the 16th episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Jason Winkler, president, Summit Construction Company, LLC and Carlin Culbertson, CPA, vice president, Assurance Services Group at Meaden & Moore. Their discussion focuses on new construction, remodels, renovations, and the importance of staying ahead and being flexible in the face of supply chain issues.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.comFor legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer

    Commercial Construction & Equipment: Best practices for buying and financing

    Play Episode Listen Later Jun 15, 2022 45:07


    In the 16th episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Jason Winkler, president, Summit Construction Company, LLC and Carlin Culbertson, CPA, vice president, Assurance Services Group at Meaden & Moore. Their discussion focuses on new construction, remodels, renovations, and the importance of staying ahead and being flexible in the face of supply chain issues.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.com

    Commercial Construction & Equipment: Best practices for buying and financing - Sharing Knowledge Series Episode 16

    Play Episode Listen Later Jun 15, 2022 45:07


    In the 16th episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Jason Winkler, president, Summit Construction Company, LLC and Carlin Culbertson, CPA, vice president, Assurance Services Group at Meaden & Moore. Their discussion focuses on new construction, remodels, renovations, and the importance of staying ahead and being flexible in the face of supply chain issues.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.comFor legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer

    Employee Empowerment & Engagement: The importance of company culture in driving employee satisfaction

    Play Episode Listen Later May 12, 2022 46:57


    In our fifteenth episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Mike Milby, ceo and Beth Sweeney, president of Ratliff & Taylor, and Mike Toth, president and ceo of Westfield Bank. Together, they discuss the power of empowering your employees, the importance of an engaged workforce, and best practices to shape a healthy workplace culture.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.com

    Employee Empowerment & Engagement: The importance of company culture in driving employee satisfaction - Sharing Knowledge Series Episode 15

    Play Episode Listen Later May 12, 2022 46:57


    In our fifteenth episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Mike Milby, ceo and Beth Sweeney, president of Ratliff & Taylor, and Mike Toth, president and ceo of Westfield Bank. Together, they discuss the power of empowering your employees, the importance of an engaged workforce, and best practices to shape a healthy workplace culture.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.comFor legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer

    Employee Empowerment and Engagement

    Play Episode Listen Later May 12, 2022 46:57


    In our fifteenth episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Mike Milby, ceo and Beth Sweeney, president of Ratliff & Taylor, and Mike Toth, president and ceo of Westfield Bank. Together, they discuss the power of empowering your employees, the importance of an engaged workforce, and best practices to shape a healthy workplace culture.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.comFor legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer

    Restaurants & Agribusiness: How farm to table is changing our culinary experience

    Play Episode Listen Later Apr 12, 2022 50:49


    In our fourteenth episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Kristyn Henslee, owner, Yellow House Cheese, and Douglas Katz, owner, Zhug, Chimi, and Amba. Together, they discuss what they've learned from their years of experience in the restaurant and farming industries, the adjustments they've adapted during the pandemic, and the trends they expect to see in the coming years.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.com

    Restaurants & Agribusiness: How farm to table is changing our culinary experience - Sharing Knowledge Series Episode 14

    Play Episode Listen Later Apr 12, 2022 50:49


    In our fourteenth episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Kristyn Henslee, owner, Yellow House Cheese, and Douglas Katz, owner, Zhug, Chimi, and Amba. Together, they discuss what they've learned from their years of experience in the restaurant and farming industries, the adjustments they've adapted during the pandemic, and the trends they expect to see in the coming years.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.comFor legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer

    Restaurants and Agribusiness

    Play Episode Listen Later Apr 12, 2022 50:49


    In our fourteenth episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Kristyn Henslee, owner, Yellow House Cheese, and Douglas Katz, owner, Zhug, Chimi, and Amba. Together, they discuss what they've learned from their years of experience in the restaurant and farming industries, the adjustments they've adapted during the pandemic, and the trends they expect to see in the coming years.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.comFor legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer

    Residential Real Estate: The future of the housing market

    Play Episode Listen Later Mar 21, 2022 45:37


    In our thirteenth episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Andy Camp, president, Cutler Real Estate and Bob Giacomo, senior vice president, mortgage market leader, Westfield Bank. Together, they discuss inventory, new construction, mortgage rates, and the housing market trends they expect to see as we look ahead.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.com

    Residential Real Estate: The future of the housing market - Sharing Knowledge Series Episode 13

    Play Episode Listen Later Mar 21, 2022 45:37


    In our thirteenth episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Andy Camp, president, Cutler Real Estate and Bob Giacomo, senior vice president, mortgage market leader, Westfield Bank. Together, they discuss inventory, new construction, mortgage rates, and the housing market trends they expect to see as we look ahead.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.comFor legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer

    Residential Real Estate

    Play Episode Listen Later Mar 21, 2022 45:37


    In our thirteenth episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Andy Camp, president, Cutler Real Estate and Bob Giacomo, senior vice president, mortgage market leader, Westfield Bank. Together, they discuss inventory, new construction, mortgage rates, and the housing market trends they expect to see as we look ahead.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.comFor legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer

    Commercial Real Estate & Development: The outlook for property investments

    Play Episode Listen Later Feb 23, 2022 30:10


    In our twelfth episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Dan Spring, SIOR, president and business director, NAI Spring and Jim Pickard, president, Pickard Commercial Group. They discuss the current state of commercial real estate development and investment and look ahead at what trends to expect in the coming years.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.com.

    Commercial Real Estate & Development: The outlook for property investments - Sharing Knowledge Series Episode 12

    Play Episode Listen Later Feb 23, 2022 30:10


    In our twelfth episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Dan Spring, SIOR, president and business director, NAI Spring and Jim Pickard, president, Pickard Commercial Group. They discuss the current state of commercial real estate development and investment and look ahead at what trends to expect in the coming years.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.com.For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    Commercial Real Estate Investments and Development

    Play Episode Listen Later Feb 23, 2022 30:10


    In our twelfth episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Dan Spring, SIOR, president and business director, NAI Spring and Jim Pickard, president, Pickard Commercial Group. They discuss the current state of commercial real estate development and investment and look ahead at what trends to expect in the coming years.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.com.For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    Economic Outlook 2022: A looming recession and economic recovery for small businesses

    Play Episode Listen Later Dec 20, 2021 37:27


    In our eleventh episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Brian Toma CFP®, AIF®, CIAA ®, investment advisor representative at Freeman Heyne Toma Financial Advisors and Jon Park, executive chairman of Westfield Bank. Together they reflect on the financial trends of 2021 and discuss the economic outlook for 2022.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.com.

    Economic Outlook 2022: A looming recession and economic recovery for small businesses - Sharing Knowledge Series Episode 11

    Play Episode Listen Later Dec 20, 2021 37:27


    In our eleventh episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Brian Toma CFP®, AIF®, CIAA ®, investment advisor representative at Freeman Heyne Toma Financial Advisors and Jon Park, executive chairman of Westfield Bank. Together they reflect on the financial trends of 2021 and discuss the economic outlook for 2022.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.com.For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    2022 Economic Outlook

    Play Episode Listen Later Dec 20, 2021 37:27


    In our eleventh episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Brian Toma CFP®, AIF®, CIAA ®, investment advisor representative at Freeman Heyne Toma Financial Advisors and Jon Park, executive chairman of Westfield Bank. Together they reflect on the financial trends of 2021 and discuss the economic outlook for 2022.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.com.For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    Cyber Insurance: How small businesses can protect themselves from cyber-attacks and data breaches

    Play Episode Listen Later Nov 18, 2021 35:07


    In the tenth episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Lacy Rex, vice president, cyber strategic leader at Oswald Insurance, and Fred Franks, chief strategy officer at FIT Technologies. The group discusses current potential threats, the importance of cyber insurance, and the protocols to adhere to that can help your business avoid or overcome cyber and ransomware attacks.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.com.

    Cyber Insurance: How small businesses can protect themselves from cyber-attacks and data breaches - Sharing Knowledge Series Episode 10

    Play Episode Listen Later Nov 18, 2021 35:07


    In the tenth episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Lacy Rex, vice president, cyber strategic leader at Oswald Insurance, and Fred Franks, chief strategy officer at FIT Technologies. The group discusses current potential threats, the importance of cyber insurance, and the protocols to adhere to that can help your business avoid or overcome cyber and ransomware attacks.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.com.For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    Understanding Cyber Insurance

    Play Episode Listen Later Nov 18, 2021 35:07


    In the tenth episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Lacy Rex, vice president, cyber strategic leader at Oswald Insurance, and Fred Franks, chief strategy officer at FIT Technologies. The group discusses current potential threats, the importance of cyber insurance, and the protocols to adhere to that can help your business avoid or overcome cyber and ransomware attacks.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.com.For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    Diversity, Equity, & Inclusion: How to build a culture of DE&I & empower employees

    Play Episode Listen Later Oct 28, 2021 42:49


    In the ninth episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Robert DeJournett, CDM, vice president of opportunity and inclusion at Greater Akron Chamber, and Julie Brandle, president and founder at Metis Construction Services. Together, they discuss the principles businesses embrace as they start the journey of diversity, equity, and inclusion. We want to hear your feedback. Take our survey at westfield-bank.com/sks Have questions? Email westfield-bank@westfield-bank.com. For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    Diversity, Equity, & Inclusion: How to build a culture of DE&I & empower employees - Sharing Knowledge Series Episode 9

    Play Episode Listen Later Oct 28, 2021 42:49


    In the ninth episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Robert DeJournett, CDM, vice president of opportunity and inclusion at Greater Akron Chamber, and Julie Brandle, president and founder at Metis Construction Services. Together, they discuss the principles businesses embrace as they start the journey of diversity, equity, and inclusion. We want to hear your feedback. Take our survey at westfield-bank.com/sks Have questions? Email westfield-bank@westfield-bank.com. For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    Diversity, Equity, and Inclusion (DE&I)

    Play Episode Listen Later Oct 28, 2021 42:49


    In the ninth episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Robert DeJournett, CDM, vice president of opportunity and inclusion at Greater Akron Chamber, and Julie Brandle, president and founder at Metis Construction Services. Together, they discuss the principles businesses embrace as they start the journey of diversity, equity, and inclusion. We want to hear your feedback. Take our survey at westfield-bank.com/sks Have questions? Email westfield-bank@westfield-bank.com. For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    Automotive & Insurance: The future of electric vehicles (EV's) and buying a car

    Play Episode Listen Later Aug 18, 2021


    In the eighth episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Eric Kempthorn, president at Kempthorn Motors, and Steve Butler, Westfield Insurance, personal lines product management & underwriting practices leader. Together, they explore the future of the automotive and insurance industries and the financial partnership that makes both possible.We want to hear your feedback. Take our survey at westfield-bank.com/sks.Have questions? Email westfield-bank@westfield-bank.com.

    Automotive & Insurance: The future of electric vehicles (EV's) and buying a car - Sharing Knowledge Series Episode 8

    Play Episode Listen Later Aug 18, 2021


    In the eighth episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Eric Kempthorn, president at Kempthorn Motors, and Steve Butler, Westfield Insurance, personal lines product management & underwriting practices leader. Together, they explore the future of the automotive and insurance industries and the financial partnership that makes both possible.We want to hear your feedback. Take our survey at westfield-bank.com/sks.Have questions? Email westfield-bank@westfield-bank.com.For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    Automotive & Insurance

    Play Episode Listen Later Aug 18, 2021


    In the eighth episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Eric Kempthorn, president at Kempthorn Motors, and Steve Butler, Westfield Insurance, personal lines product management & underwriting practices leader. Together, they explore the future of the automotive and insurance industries and the financial partnership that makes both possible. We want to hear your feedback. Take our survey at westfield-bank.com/sks. Have questions? Email westfield-bank@westfield-bank.com. For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    Shipping & Logistics: Supply chain disruption & the future of multi-modal transportation

    Play Episode Listen Later Jul 20, 2021


    In the seventh episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Michael Jarrett, president at Jarrett Logistics Systems, and Jason Stevenson (CIC, CPIA, MBA), vice president at Oswald. Together, they discuss the future of transportation and logistics, while exploring its impact on the insurance industry.We want to hear your feedback. Take our survey at westfield-bank.com/sks.Have questions? Email westfield-bank@westfield-bank.com.

    Shipping & Logistics: Supply chain disruption & the future of multi-modal transportation - Sharing Knowledge Series Episode 7

    Play Episode Listen Later Jul 20, 2021


    In the seventh episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Michael Jarrett, president at Jarrett Logistics Systems, and Jason Stevenson (CIC, CPIA, MBA), vice president at Oswald. Together, they discuss the future of transportation and logistics, while exploring its impact on the insurance industry.We want to hear your feedback. Take our survey at westfield-bank.com/sks.Have questions? Email westfield-bank@westfield-bank.com.For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    Transportation & Logistics

    Play Episode Listen Later Jul 20, 2021


    In the seventh episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Michael Jarrett, president at Jarrett Logistics Systems, and Jason Stevenson (CIC, CPIA, MBA), vice president at Oswald. Together, they discuss the future of transportation and logistics, while exploring its impact on the insurance industry. We want to hear your feedback. Take our survey at westfield-bank.com/sks. Have questions? Email westfield-bank@westfield-bank.com. For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    The Future of Work: The hybrid workforce & collaborative workspaces

    Play Episode Listen Later Jun 2, 2021


    In the sixth episode of Westfield Bank's Sharing Knowledge Series, host Kevin Vonderau is joined by Yvette Zingery (NCIDQ, IIDA, LEED AP), partner & interior design leader at SoL Harris/Day Architecture, and Dan Spring (SIOR), president & NAI business director at NAI Spring. Together, they explore the idea of the future of work and what it means for business and employees.Have questions? Email westfield-bank@westfield-bank.com.Have feedback? Please complete the brief survey at westfield-bank.com/sharing-knowledge-series to share what conversations from the Sharing Knowledge series have been most valuable to you and what topics you'd like to see us cover in the future.

    The Future of Work: The hybrid workforce & collaborative workspaces - Sharing Knowledge Series Episode 6

    Play Episode Listen Later Jun 2, 2021


    In the sixth episode of Westfield Bank's Sharing Knowledge Series, host Kevin Vonderau is joined by Yvette Zingery (NCIDQ, IIDA, LEED AP), partner & interior design leader at SoL Harris/Day Architecture, and Dan Spring (SIOR), president & NAI business director at NAI Spring. Together, they explore the idea of the future of work and what it means for business and employees.Have questions? Email westfield-bank@westfield-bank.com.Have feedback? Please complete the brief survey at westfield-bank.com/sharing-knowledge-series to share what conversations from the Sharing Knowledge series have been most valuable to you and what topics you'd like to see us cover in the future.For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    Employee experience: The future of work

    Play Episode Listen Later Jun 2, 2021


    In the sixth episode of Westfield Bank's Sharing Knowledge Series, host Kevin Vonderau is joined by Yvette Zingery (NCIDQ, IIDA, LEED AP), partner & interior design leader at SoL Harris/Day Architecture, and Dan Spring (SIOR), president & NAI business director at NAI Spring. Together, they explore the idea of the future of work and what it means for business and employees. Have questions? Email westfield-bank@westfield-bank.com. Have feedback? Please complete the brief survey at westfield-bank.com/sharing-knowledge-series to share what conversations from the Sharing Knowledge series have been most valuable to you and what topics you'd like to see us cover in the future. For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

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