Sharing Knowledge Series
Westfield Bank
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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 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.
Available episodes
Newest first
Oldest first
Jul 14, 2023
Taking your business to the next level: financing strategies for growing your business
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/sks
Have questions? Email westfield-bank@westfield-bank.com.
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.
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Apr 17, 2023
Growing Your Business: How to build a team of advisors to meet your goals
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-business
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.
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Feb 23, 2023
What the evolving state of healthcare means for your business
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.
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Dec 13, 2022
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 agency
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.
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Nov 29, 2022
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
Have questions? Email westfield-bank@westfield-bank.com.
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.
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Nov 2, 2022
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 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/sks
Have questions? Email westfield-bank@westfield-bank.com.
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.
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Sep 21, 2022
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
Have questions? Email westfield-bank@westfield-bank.com.
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.
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Aug 16, 2022
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
Have questions? Email westfield-bank@westfield-bank.com.
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.
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Jun 15, 2022
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
Have questions? Email westfield-bank@westfield-bank.com
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer
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May 12, 2022
Employee Empowerment and Engagement
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/sks
Have questions? Email westfield-bank@westfield-bank.com
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer
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Apr 12, 2022
Restaurants and Agribusiness
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/sks
Have questions? Email westfield-bank@westfield-bank.com
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer
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Mar 21, 2022
Residential Real Estate
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/sks
Have questions? Email westfield-bank@westfield-bank.com
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer
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Feb 23, 2022
Commercial Real Estate Investments and Development
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/sks
Have questions? Email westfield-bank@westfield-bank.com.
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.
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Dec 20, 2021
2022 Economic Outlook
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/sks
Have questions? Email westfield-bank@westfield-bank.com.
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.
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Nov 18, 2021
Understanding Cyber Insurance
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/sks
Have questions? Email westfield-bank@westfield-bank.com.
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.
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Oct 28, 2021
Diversity, Equity, and Inclusion (DE&I)
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.
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Aug 18, 2021
Automotive & Insurance
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.
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Jul 19, 2021
Transportation & Logistics
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.
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Jun 2, 2021
Employee experience: The future of work
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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May 5, 2021
Digital transformation: A cycle of innovation
In the fifth episode of Westfield Bank’s Sharing Knowledge Series, host Kevin Vonderau is joined by Diana Moeglin, director of service delivery and business operations at V2 Technology, and LuAnn Unrue, chief strategy officer at Environmental Design Group. Together, they explore the topic of digital transformation and their strategies to create a cycle of innovation for businesses.
Have questions? Email westfield-bank@westfield-bank.com.
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.
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Mar 16, 2021
Mergers & acquisitions: Growing your business
In the fourth episode of Westfield Bank’s Sharing Knowledge Series, host Kevin Vonderau is joined by Scot Flueckiger, corporate controller at UIS Insurance and Investments, Scott Dickey, senior account executive at UIS Insurance and Investments, and Mike Wagar, SVP and market leader of agency banking at Westfield Bank. Together, they explore the topic of mergers and acquisitions and its importance to growing businesses and insurance agencies.
Have questions? Email westfield-bank@westfield-bank.com.
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.
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Feb 18, 2021
Cybersecurity: Protecting what matters to you
In the third episode of Westfield Bank’s Sharing Knowledge Series, host Kevin Vonderau is joined by Jarrod Long, CTP, senior vice president and treasury management leader at Westfield Bank and Ken Fange, president at On Technology Partners. Together, they explore the topic of cybersecurity and its importance to businesses and individuals in our digital age.
Have questions? Email westfield-bank@westfield-bank.com.
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.
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Dec 29, 2020
Economic outlook: A vision for the path forward in 2021
In the second episode of Westfield Bank’s Sharing Knowledge Series, host Kevin Vonderau is joined by Brian Toma CFP®, AIF®, managing partner and owner at Freeman Heyne Toma Financial Advisors and Jon Park, Westfield Banks founder, chairman, and CEO. Together, they analyze current market conditions in order to present an economic outlook and provide a vision for the path forward in 2021.
Have questions? Email westfield-bank@westfield-bank.com.
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.
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Nov 23, 2020
How an employee stock ownership plan (ESOP) works
In the inaugural episode of Westfield Bank’s Sharing Knowledge Series, host Kevin Vonderau is joined by Shawn Ely, Managing Director, Lazear Capital Partners, as well as Patrick Helmuth, CEO, P. Graham Dunn Inc. Together, they explore the journey that small businesses experience as they grow and prosper – identifying and investigating all stages of the business longevity lifecycle as well as options for succession planning, with special focus on Employee Stock Ownership.
Have questions? Email westfield-bank@westfield-bank.com.
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.
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Oct 28, 2020
Introducing Sharing Knowledge Series
Introducing Sharing Knowledge Series, a new podcast series from Westfield Bank.
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.
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