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Tools for your Financial Wellness with Bank of the West

May 2, 2023 @ 12:00 pmMay 4, 2023 @ 1:00 pm

Join us for three important and timely sessions on financial wellness to support your entrepreneurial journey.

Join Bank of the West in celebrating National Small Business Week 2023: Building a Better America Through Entrepreneurship. In collaboration with The Nasdaq Entrepreneurial Center, we’re promoting financial wellness with three important and timely topics to support your entrepreneurial journey.

Join us for one or all three free events to become more financially fit for the remainder of 2023!

Tuesday, May 2 – 12:00 – 1:00 PM PT

Economic Update for Small Business Owners

Kick off National Small Business Week with an Economic Update focused on small business owners. Bank of the West Chief Economist Scott Anderson, Ph.D. will share his thoughts on what you can expect in the second half of 2023 and moves you can make to stay ahead of the new economic reality. Afterwards, you will have a rare opportunity to ask Dr. Anderson live questions.

With Special Guests Scott Anderson, Ph.D. Chief Economist at Bank of the West and Rita Dailey Head of Product, Segments, and Client Delivery for Small & Medium Enterprise Banking at Bank of the West, additional information below.

Wednesday, May 3 – 12:00 – 1:00 PM PT

Recession Resiliency – How to Survive and Thrive

Join a group of experienced women entrepreneurs whose businesses have weathered the ups and downs of economic cycles. In this conversation on Recession Resiliency, you’ll hear their best practices on how to survive and thrive.

With Special Guests Gloria Hale, CEO, President and Co-Founder at Hale Glass and Paloma Vidgen, Women Entrepreneur Segment Leader, VP at Bank of the West, additional information below.

Thursday, May 4 – 12:00 – 1:00 PM PT

SBA 101

Roxann Burns, Head of SBA Lending at Bank of the West, will demystify SBA solutions and explain how they work, what you need to apply, and what to expect in the overall process.

With Special Guests Roxann Burns, Head of SBA Lending at Bank of the West and Paloma Vidgen, Women Entrepreneur Segment Leader, VP at Bank of the West, additional information below.

Special Guests:

Rita Dailey

SVP from Bank of the West’s Small & Medium Enterprise Banking group

Rita Dailey runs Bank of the West’s Products, Specialty Segments, and Client Delivery for its Small & Medium Enterprise Banking group. Rita has over 25 years of experience in the banking industry and is passionate about helping businesses grow and realize their full potential. Rita has worked directly with hundreds of businesses over the years from start ups, early stage companies, all the way to large public companies.

Gloria Hale

CEO, President and Co-Founder at Hale Glass

Gloria Hale is CEO, president and co‐founder of Hale Glass, a commercial glass contractor from Orange County, California. Hale Glass was founded in 1978, specializing in the fabrication and installation of architectural aluminum and glass for new construction in commercial buildings. Gloria focuses on the business and finance side of the business, overseeing accounting, human resources, finance and insurance activities for the company. Gloria serves on the national board of directors of the American Subcontractors Association (ASA) and previously served as president of the California Glass Association. As an active member of the Women Presidents Organization (WPO), an international group of women executives, she focuses on achieving professional growth in her own businesses and collaborating to support others. In 2018, Gloria founded Glorious Motor Cars, a concierge auto buying service for women executives. While most women dislike buying cars, Gloria loves the process. She is an active contributor to the Cystic Fibrosis Foundation and the American Red Cross, holding an annual blood drive. She and her companies live and breathe by their core values: integrity, quality, accountability, safety and community.

Roxann Burns

Senior Vice President, Small & Medium Enterprise Business at Bank of the West

Roxanne Burns is a senior vice president with expertise in commercial, community development, and SBA lending management. In addition to her responsibilities within Small and Medium Enterprise Business, Roxann is part of Bank of the West’s Leadership Team for the SBA PPP Loan Initiative. Most recently, she and her team processed and funded more than $3 billion in PPP loans that supported payroll for more than 300,000 small business employees in California and across the country.

Roxann brings 30 years of banking experience from start-up finance companies to large complex banking organizations. She is also deeply committed to economic development issues focused on small businesses growth and sustainability.

Paloma Vidgen

SME Segment Strategy – Women Entrepreneurs

As the daughter and granddaughter of entrepreneurs, she is passionate about helping business owners and entrepreneurs meet their professional and personal goals. With 13 years in banking, spent developing strategy and building partnerships across wealth management and business banking, she creates programs and solutions that help our entrepreneurial community succeed.

The Nasdaq Entrepreneurial Center is a 501c(3) public charity whose mission it is to make entrepreneurship accessible to all. We deliver world-class resources and mentoring to enable every entrepreneur across the globe to realize their maximum potential. Please join us and make your gift to ensure these transformative programs may continue to reach the underserved.

All Nasdaq Entrepreneurial Center programs and services are extended to the public on a nondiscriminatory basis. Reasonable accommodations for persons with disabilities will be made if requested at least 48 hours in advance of this event; please send an email to [email protected] with the subject header ACCOMMODATION REQUEST. For assistance with registration or other technical difficulties, please contact [email protected]