22 episodes

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 episode, host Kevin Vonderau is joined by industry experts and partners. Together, they’ll exchange ideas, highlight best practices and address top business challenges to help you succeed.

Have questions? Email westfield-bank@westfield-bank.com.

For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

Sharing Knowledge Series Westfield Bank

    • Business
    • 4.8 • 4 Ratings

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 episode, host Kevin Vonderau is joined by industry experts and partners. Together, they’ll exchange ideas, highlight best practices and address top business challenges to help you succeed.

Have questions? Email westfield-bank@westfield-bank.com.

For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

    2023 Economic Outlook

    2023 Economic Outlook

    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.

    • 34 min
    Making a Difference through Philanthropy and Nonprofits

    Making a Difference through Philanthropy and Nonprofits

    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/sks (http://www.westfield-bank.com/sks)Have questions? Email westfield-bank@westfield-bank.com (mailto:westfield-bank@westfield-bank.com).For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer (http://westfield-bank.com/sharing-knowledge/disclaimer).

    • 38 min
    Planning for the Next Chapter

    Planning for the Next Chapter

    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 (https://www.sirakfinancial.com/) 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 (https://www.legacybusinessadvisors.com/) 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/sks (http://www.westfield-bank.com/sks)Have questions? Email westfield-bank@westfield-bank.com (mailto:westfield-bank@westfield-bank.com).For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer (http://westfield-bank.com/sharing-knowledge/disclaimer).

    • 32 min
    The Value of Marketing

    The Value of Marketing

    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/sks (http://www.westfield-bank.com/sks)Have questions? Email westfield-bank@westfield-bank.com (mailto:westfield-bank@westfield-bank.com).For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer (http://westfield-bank.com/sharing-knowledge/disclaimer).

    • 41 min
    Specialty Merchants & Retail

    Specialty Merchants & Retail

    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/sks (http://www.westfield-bank.com/sks)Have questions? Email westfield-bank@westfield-bank.com (mailto:westfield-bank@westfield-bank.com).For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer (http://westfield-bank.com/sharing-knowledge/disclaimer).

    • 31 min
    Construction and Equipment

    Construction and Equipment

    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/sks (http://www.westfield-bank.com/sks)Have questions? Email westfield-bank@westfield-bank.com (mailto:westfield-bank@westfield-bank.com)For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer (http://westfield-bank.com/sharing-knowledge/disclaimer)

    • 45 min

Customer Reviews

4.8 out of 5
4 Ratings

4 Ratings

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