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Community Spotlight

Community Spotlight

planned redevelopment of the former Wilson’s department store

An architect’s rendering of the planned redevelopment of the former Wilson’s department store into a mix of retail and housing.

Virginia “Ginny” Desorgher is a retired emergency-room nurse, mother of three, and grandmother of nine.

She had no real desire to add ‘mayor of Greenfield’ to that personal profile, but Desorgher, a transplant from the eastern part of the state and, by this time last year, a veteran city councilor and chair of the Ways and Means Committee, decided that change was needed in this city of almost 18,000.

So she ran for mayor. And she won — handily. And now that she’s been in the job for three months, she can see many similarities between being an ER nurse and being the CEO of a city.

In both settings, there is a need for triage, she explained, noting that, in the ER and with this city, there is a steady stream of cases, or issues, to be dealt with, and they must be prioritized.

“You just have to take care of the thing that’s the most important at the time and try to keep everyone happy,” she said while trying to sum up both jobs.

There is also a need for communication.

Indeed, in the ER, Desorgher said she made a habit of visiting the waiting room and talking with the patients here, explaining why their wait was so long and asking them if they needed something to eat or drink or maybe some ice for their broken ankle. As mayor, she sees a similar need to communicate, whether it’s with other city officials, residents, neighbors of the Franklin County Fairgrounds, or business owners — a constituency she heard from at a recent gathering she described as a “listening session,” during which she received input on many subjects, but especially parking.

“You just have to take care of the thing that’s the most important at the time and try to keep everyone happy.”

“I thought I kind of knew how much people cared about parking,” she said. “Now I really know that parking is quite an issue.”

But while that subject remains mostly a sore spot for this community, there is momentum on many different fronts, and what Desorgher and others described as ‘game changers’ — or potential game changers — in various stages of development.

That list includes the much-anticipated adaptive reuse of the former Wilson’s department store into a mix of retail (in the form of an expanded Green Fields Market) and housing, both of which are expected to breathe new life into the downtown.

“The initial impact on foot traffic downtown from 61 new units will be extraordinary,” said Amy Cahillane, the city’s Community and Economic Development director, adding that the project is being designed to bring these new residents into the downtown area.

It also includes the prospects for the city becoming a stop on what’s being called the ‘northern tier’ of proposed east-west rail service — one that will in many ways mirror Route 2 — as well as the pending arrival of both a Starbucks and an Aldi’s grocery story near the rotary off I-91 exit 43 and a massive redesign of Main Street, now likely to start in 2027.

Together, these game changers — coupled with some new businesses downtown; efforts to inspire and support entrepreneurship, including a new pitch contest called Take the Floor; collective efforts to bring more visitors to Greenfield and the surrounding area, especially at its oldest continuously operating fairgrounds in the country; and a greater sense of collaboration among business and economic-development agencies — have created an upbeat tone in this community, with great enthusiasm for what comes next.

Ginny Desorgher

Ginny Desorgher says she wasn’t keen on adding ‘mayor’ to her personal profile, but became convinced it was time for a change in Greenfield.

“What I’m most excited about is that we now have all these people who are thinking collectively about how we can make the most of this momentum,” said Jessye Deane, executive director of the Franklin County Chamber of Commerce and Regional Tourism Council.

For this latest installment of its Community Spotlight series, BusinessWest takes an indepth look at the many developing stories in Greenfield.

 

Tale of the Tape

And we start with a somewhat unusual gathering downtown on the Saturday before Easter.

Indeed, Desorgher, Cahillane, Deane, and others spent several hours in the central business district cleaning the bases of streetlights, an undertaking organized by the Greenfield Business Assoc. (GBA).

All three had somewhat different takes on what they were expecting from this exercise, but the consensus is that it was more difficult, and time-consuming, to remove the remnants from countless posters for events — and the tape used to affix them to the structures — than they thought.

But while the work was a grind, they all said it was important, worthwhile, and much more than symbolism. And it even inspired a thought to create one or more community bulletin boards so individuals and groups would have a place to promote their events other than light poles.

Deane said the cleanup was an example of a greater sense of collaboration within the community and its many civic and business organizations, from officials in City Hall to the chamber; from the GBA to the Franklin County Community Development Corp. (FCCDC).

“What I’m most excited about is that we now have all these people who are thinking collectively about how we can make the most of this momentum.”

“There’s new energy taking place on a partnership level, and it was nice to see Greenfield leaders like the mayor come down and take action,” said Deane, adding that the cleanup was just one example of this energy. Another was the aforementioned listening session, which she said was likely the first of its kind.

“The business owners and community leaders really appreciated having the opportunity to have that kind of forum with the mayor — an open forum where they could say, ‘here’s what’s going really well, here’s what we think needs work, and how are we all going to work together to bring Greenfield forward?’ That was great.”

The streetlight cleanup project and listening session represent just two of many forms of progress, with some steps larger and more significant than others, said those we spoke with, but all critical to that sense of momentum and building toward something better.

And there are many reasons for optimism, especially what most refer to simply as the ‘Wilson’s project.’

For decades, the store represented something unique — an old-fashioned department store in an age of malls and online shopping. When it closed just prior to the pandemic, it left a huge hole in the downtown — not just real estate to be filled, but the loss of an institution.

There’s no bringing back Wilson’s, but the current plan, a proposal put forward by the Community Builders and Green Fields Market, a popular co-op currently located farther down Main Street, will bring retail and housing, specifically roughly 60 mixed-income units, to Main Street.

The housing units, as noted earlier, are expected to bring foot traffic and more vibrancy to the downtown, said Cahillane, noting that this will be foot traffic that doesn’t leave at 5 o’clock and should comprise a good mix of age groups, thus providing a boost for the growing number of restaurants and venues like the Hawks & Reed Performing Arts Center.

“The Community Builders is being thoughtful in the way they’re designing this space to encourage folks not to just exit out a rear door, get in their cars, and leave,” she explained. “Instead, they’re going to make it so it’s very easy to get from the apartments onto Main Street; this encourages them to come out into the community.”

Greenfield at a glance

Year Incorporated: 1753
Population: 17,768
Area: 21.9 square miles
County: Franklin
Residential Tax Rate: $20.39
Commercial Tax Rate: $20.39
Median Household Income: $33,110
Median Family Income: $46,412
Type of Government: Mayor, City Council
Largest Employers: Baystate Franklin Medical Center, Greenfield Community College, Sandri
* Latest information available

Meanwhile, several other properties downtown are in various stages of bringing upper floors online for housing, Cahillane explained, adding that this movement will help ease a housing crunch — which she considers the most pressing issue in the community — and generate still more foot traffic, which should help bring more businesses to the downtown.

There are already some recent additions in that area, including a computer-repair store on Federal Street, and, on Main Street, Sweet Phoenix, an antiques and crafts store, and Posada’s, a family-owned Mexican restaurant that the mayor said is “always packed.”

Meanwhile, the plans for Aldi’s and Starbucks, both in the early stages, are generating some excitement, the mayor added, noting that the latter, especially, will provide motorists on I-91 with yet another reason to get off in Greenfield and perhaps stay a while.

 

Getting Down to Business

These additions bolster an already large and diverse mix of businesses in the city, which still boasts some manufacturing — though certainly not as much as was present decades ago — as well as a healthy mix of tourism and hospitality-related ventures, service businesses, nonprofits (Greenfield serves as the hub for the larger Franklin County area), and several startups and next-stage businesses in various sectors, from IT to food production.

One of those long-standing businesses is Adams Donuts on Federal Street, now owned by Sabra Billings and her twin sister, Sidra Baranoski.

Originally opened in the ’50s, Adams Donuts is an institution, well-known — and in many cases revered — by several generations of area families. There have been several owners not named Adams, Billings said, adding that the one before her closed the establishment during COVID with the intention of reopening, but never did.

The two sisters stepped forward to keep a tradition alive — and work for themselves instead of someone else.

“It was kind of crazy; we’d never owned a business before, but here we were buying a shuttered business in the middle of a pandemic,” Billings said. “But it’s been really special to be part of the community, and what we call the ‘Adams community’; there are generations from the same families that are customers.”

Thus, they’re part of what could be called a groundswell of entrepreneurship in Greenfield and across Franklin County, one that John Waite, executive director of the FCCDC, has witnessed firsthand over the past 24 years he’s spent in that role.

He said there is a large, and growing, amount of entrepreneurial energy in Greenfield and across the county, largely out of necessity.

Indeed, since the larger businesses, most of them manufacturers, closed or left, the region and its largest city are more dependent on smaller businesses and the people who have the imagination, determination, and ideas with which to start them.

And the FCCDC is supporting these business owners in many different ways. The agency has several divisions, if you will, including direct business assistance — everything from technical assistance to grant funds to support ventures of various sizes — to a venture center that now boasts six tenants, to the Western Massachusetts Food Processing Center, which boasts 66 active clients processing, canning, and jarring everything from salsa to applesauce to fudge sauce.

Overall, the FCCDC served more than 350 clients in FY 2023, loaned out nearly $3 million to 31 businesses, and carried out work that resulted in the creation of 70 jobs and the preservation of 114 jobs, said Waite, adding that one of its more impactful initiatives is its loan program.

The loans vary in size from a few thousand dollars to $300,000, and the agency can work with area banks if a venture needs more. They are offered to businesses across a wide spectrum, including hospitality, a sector where there is often need, Waite noted, citing the example of 10 Forward, a unique performing-arts venue and cocktail bar on Fiske Avenue in the downtown.

“A lot of musicians need a place to play, and they’ll sign them up, and they’ll do comedy once in a while,” he explained, adding that the venue is part of an evolving downtown, one that now has more things happening at night and more events and programs to attract the young people who provide needed energy.

Meanwhile, Take the Floor, a CDC initiative that involves the entire county, is another avenue of support. The Shark Tank-like pitch contest has attracted dreamers across the broad spectrum of business, and the top three performers at three different contests — the latest was in Orange — will compete for $10,000 in prizes in the finale at Hawks & Reed.

“Developing our entrepreneurial infrastructure is very important to this region,” Waite said. “We want to make sure people know where they can go for resources to help them succeed.”

Where Are They Now?

Where Are They Now?

Will Dávila

Will Dávila says he’s always sought out career opportunities where he can make an impact.

 

Will Dávila says he’s learned from experience — and some not-so-pleasant experiences, to be more precise — that, when a job isn’t working for you, you don’t stay in it.

And in his case, ‘not working’ translates directly to “you don’t feel fulfilled, you don’t feel like you’re having an impact or making a difference, and it just doesn’t look like that’s going to be happening.”

Such was the case with his short tenure serving as campus executive director of the UMass Center at Springfield a decade or so ago. He envisioned the role as one where he could “bring education to this community and really promote higher education as an opportunity for kids like me, who grew up in Springfield, in the projects, and had limited opportunities.”

The reality was different as the facility struggled to ramp up enrollment.

“Instead, I spent almost all my time giving tours,” he told BusinessWest, noting that the facility, created on the mezzanine level at Tower Square, had just opened, and many business and civic leaders, as well as the press, wanted to see it. “I said, ‘I’m a social worker. I’ve been in human services my whole career. This is not a good use of my time.’”

Coincidentally, one of those who eventually came in for a tour was Jim Goodwin, president and CEO of the Center for Human Development (CHD), and during that visit, the two started talking, a discussion that eventually led to Dávila becoming vice president of Clinical Services for the agency.

He would spend a few years in that role before becoming a nonprofit consultant and executive advisor, then leading two nonprofits, and then returning to CHD last October to assume the role of vice president of Diversion, Shelter & Housing, a role where he believes he’s making a deep impact.

Overall, it’s a been a winding journey with a few of those jobs that weren’t working, but, overall, it’s been a rewarding career in the broad realm of health and human services, one that serves as an appropriate and poignant starting point for a new series we’re launching at BusinessWest called, appropriately enough, ‘Where Are They Now?’

“Part of the unfortunate reality is that they move through a continuum of services. So I consider myself privileged to have worked in many parts of that continuum.”

As the magazine prepares to celebrate its 40th anniversary of serving the region, and as some of its recognition programs — which have brought hundreds of individuals and groups into the spotlight — approach two decades of existence, there is a need to update many of the stories we have told over those years.

We begin with Dávila, who started his career with nonprofits focused on health and human services more than 20 years ago, when he became Metro Boston regional manager for Devereux Advanced Behavioral Health. Then came his first stint at the agency now known as Helix Human Services, then known as the Children’s Study Home.

But it was a few years later, when he was serving as director of Outpatient Services at the Gándara Center in Springfield, when he was first recognized by BusinessWest, as a member of the 40 Under Forty class of 2013.

Soon thereafter came that short stint at the UMass Center at Springfield, his first stint at CHD, work as a consultant, a return to what is now Helix as executive director and CEO (when that agency was being rebranded and also being recognized by BusinessWest as a Difference Maker), and then a very short stint — a cautionary tale, as he calls it — as CEO of the Villa of Hope in Greece, N.Y., another of those jobs that just wasn’t working, this time for different reasons.

“The board was not really forthcoming about the real condition of the organization,” Dávila said, adding that what he found did not match what he was told in interviews, regarding everything from the budget — the $20 million agency was trending toward a $4 million deficit for the fiscal year soon to come to a close — to the workforce, to the vacancies within its programs.

He is now back at the agency he calls home (this is actually his third stint there), in a role where he oversees a staff of roughly 240, an annual budget of $34 million, and a division with dozens of family and individual units, several emergency shelter hotels, and other housing options.

This latest assignment enables him to add another line, another area of focus — in this case housing — to his résumé and, far more importantly, make an impact and a difference in people’s lives.

“It’s an amazing department and an amazing service,” Dávila said. “It’s something different, but, surprisingly, it’s not all that different. A lot of the folks we’re dealing with are the same people we’re assisting in residential, in children’s services, foster-care and outpatient services, and substance-abuse services.

“Part of the unfortunate reality is that they move through a continuum of services,” he went on. “So I consider myself privileged to have worked in many parts of that continuum and actually lead some of them, so this is a nice addition to my portfolio, if you will.”

That’s where Dávila is now — and where he plans to be for some time, because this job definitely does work for him.

 

—George O’Brien

Cover Story Creative Economy

Taking Center Stage

Angela Park and Dan McKellick stand in the balcony at 52 Sumner.

Angela Park and Dan McKellick stand in the balcony at 52 Sumner.

 

Angela Park was originally looking for a home for her business, one that specializes in after-school programs for young people.

And she essentially found one in a portion of Faith United Church on Sumner Avenue in Springfield, a 125-year-old landmark that had recently come on the market amid declining church membership.

As she and other partners moved forward with the acquisition, an obvious question arose — what to do with the nave, altar, and even the balcony of the structure?

The eventual answer to the question — and it took some time for it to be answered — has become one of the more intriguing cultural developments in Springfield for quite some time.

Indeed, Park and others have created a nonprofit called Springfield Performing Arts Ventures Inc. (SPAV) and, in the church sanctuary, a new venue for the arts called 52 Sumner — the structure’s street address.

“We are committed to breaking down barriers, ensuring that everyone, regardless of background, can access, participate in, and be inspired by the arts.”

After more than a year’s work to renovate the hall, remove its pews, and install a new sound and lighting system, the venue officially opened earlier this year. There are several events on the schedule, and the obvious goal is to add more, said Park, executive director of SPAV, and attorney Dan McKellick, a member of the agency’s board of directors.

But its broad mission goes much further than merely staging concerts and other forms of entertainment in a unique environment that many potential patrons can walk to.

“Our mission is to spark the artistic spirit within our urban community, providing a haven for creative expression, cultural enrichment, and personal growth through the arts,” said McKellick, quoting the agency’s mission statement but adding emphasis to those stated goals. “We are committed to breaking down barriers, ensuring that everyone, regardless of background, can access, participate in, and be inspired by the arts. Through education, performance, and outreach, we strive to foster a more vibrant, connected, and culturally enriched city, promoting unity and understanding among all our residents.”

Elaborating, McKellick said the agency, with this venue, is focused on bringing many different types of performing arts to Springfield and the region — not just specific acts, but cultural experiences, as we’ll see.

52 Sumner

52 Sumner has already hosted several events and has many more on the calendar.

“This is a unique opportunity to bring all different sorts of arts,” he explained. “It’s not just limited to musical performances; we look forward to being able to host everything from acting clubs — there are many drama clubs around — to different types of music. I like to say that we’re providing an experience.”

As was the case late last month, when the Irish band the Screaming Orphans gave a performance at the venue, along with students from a local Irish step-dance school as an opening act.

And later this month, a Latin Fusion band called DAR & the Rebel Monks, based in Hartford, Conn., will be performing.

“They have a Grammy Award-winning artist in their band, and they have two members of their band who are backup band members for Jose Feliciano,” McKellick said, adding that this performance will follow a salsa instructor, and there will be Latino-themed finger foods.

“When you come out and buy a ticket, you’re not just seeing a band, having a couple of drinks, and going,” he said. “You’ll have the opportunity, in this case, to immerse yourself in the culture and connect a little more with that culture.”

“When you come out and buy a ticket, you’re not just seeing a band, having a couple of drinks, and going. You’ll have the opportunity, in this case, to immerse yourself in the culture and connect a little more with that culture.”

Meanwhile, these acts will provide working capital to the agency, said McKellick, adding that the proceeds will be used to bring community programming to the venue, such as performances for young people, art lessons, drama workshops, pottery lessons, and more.

This is part of the mission and a big part of what makes this venue and what’s happening there unique, said Park, adding that the agency is “trying to let out line slow,” as she put it, while putting together a slate of performances and drawing people from across the 413, and well beyond, to a very different kind of performance venue.

“There are a lot of people who want to get involved and have things here,” she said, adding that there is a high level of anticipation about what this venue can become in the years to come.

For this issue and its focus on the creative economy, we’ll look at how 52 Sumner came to be, how it plans to carry out its unique mission, and why it is a provocative addition to the cultural landscape in the region — for many different reasons.

 

Sound Decisions

It’s called the Edgar Allan Poe Speakeasy.

And it’s described thusly: “Over a century and a half after Edgar Allan Poe’s death, this cocktail experience brings the most beloved works of Poe to life off the page and onto the stage. Our immersive evening pairs four tales with a dash and history and heavy libations.”

Those presenting the program are among the many varied groups who have reached out to SPAV about performing at 52 Sumner, said Park, noting that the strong interest to date, which comes from several local bands, theater groups, and more, speaks to just how quickly this new venue has captured the imagination of the arts community. And held it.

An undated picture of Faith United Church.

An undated picture of Faith United Church.

Looking back, those with the original vision said this is what they had in mind — sort of. From the beginning, they thought they had something unique, something special. It took some time to see just how special.

Our story begins in 2019, when Faith United Church closed amid declining membership. The property became one of several houses of worship to come on the market in recent years for essentially that reason.

The church, designed by renowned architect William Van Alen, noted for his design of New York’s Chrysler Building, was on the market for a few years when it came to the attention of Park and her business partner, who were looking for another location for their after-school programs. They eventually acquired it for $525,000.

With those programs and a daycare facility as tenants, the overriding question, as noted earlier, involved what to do the sanctuary portion of the building. Soon, plans for a performance venue started to develop, and over the course of a year they came together, along with the nonprofit Springfield Performing Arts Ventures Inc. and its broad mission.

The needed renovations were fairly extensive, said McKellick, noting that the floors had to be refinished and the hall repainted, a large project requiring specific expertise because of the height of the hall. Acoustic panels were added as well as sound and lighting systems, he went on, noting that the work was completed late last year.

Meanwhile, the necessary permits were obtained. Working with the city, parking was secured at a long-closed Friendly’s (now owned by the city) across the street from the church, with additional parking on the street and in a small lot behind the church.

An open house to showcase the space, which doubled as a fundraiser for Toys for Tots, was staged on Dec. 7, with the first actual performance on Feb. 17, featuring two local groups, Moses Sole and the 413s. Those performances, which drew more than 400 people, served as an opportunity to test all the systems and make sure all was in in order, said McKellick, adding that those tests were passed.

Overall, the goal is to bring live performances to the area, but at an affordable price — $17 for the performance in March involving the Screaming Orphans and the Irish dancers, and $20 for DAR & the Rebel Monks — although there’s an early-bird price of $15.

“You can come in for $15, get a salsa lesson, dance a little bit, enjoy a band that has all these really talented artists, dance some more, enjoy some food … that’s a pretty good value,” he said, adding that, as a nonprofit with a mission of breaking down barriers to the arts, affordability is an important aspect of this venture.

 

Art and Soul

Equally important is the resolve to create community programming for various audiences, but especially young people, said Park and McKellick, noting that this is why the schedule includes an important fundraiser, set for May 28.

Organizers have received a commitment from Christone ‘Kingfish’ Ingram, a Grammy-winning blues artist, to play at that event, who was secured through “a cold call, lots of follow-up, and lots of horse trading.”

“I noticed that he was passing through,” said McKellick, noting that Kingfish — Ingram’s stage name — was playing an event in Boston and then heading to Vermont for a string of performances.

He will headline the fundraiser, which will hopefully raise $100,000 and thus help defray the cost of several summer programs that SPAV is planning, which speaks to the group’s larger mission: to go well beyond being a performance venue and instead become a vehicle for introducing constituencies, and especially young people, to the arts and immersing people in them.

Indeed, as noted earlier, the stated goal is to use the proceeds from various performances, and fundraising efforts, to fund community programs, from pottery classes to drama workshops, McKellick said.

“If we can find the instructor and we can figure out how to do it, we want to create affordable access to the arts for the kids in our community, because it’s super expensive, just like everything else — a gallon of milk, a dozen eggs … everything has gone up in price, and it’s really hard.

“To try to pull them away from wherever they are and keep them inspired by the arts, whether it’s the music side, the performing-arts side, or the artistic side, the hands-on side … that’s what we want to do,” he added.

To that end, those at SPAV are working to book some “symphony-like concerts” for young people as well other types of performances, including one involving someone called ‘Father Goose.’

This would be Wayne Rhoden, a Grammy-winning singer, songwriter, and music producer, said McKellick, adding that SPAV is trying to book him for several shows, what he called “field-trip” performances.

Meanwhile, the space is available to rent for corporate outings, nonprofit fundraisers, various types of performing arts (including dramatic productions), and other events, and it has already staged several, said Park, adding that there are several revenue streams that will help the agency carry out its mission.

Overall, SPAV and 52 Sumner are writing the early chapters of an intriguing story that has brought new life to a Springfield landmark and the promise of not just art, but the ability for diverse audiences to enjoy it, take part in it, and, hopefully, become immersed in it.

In short, it’s a work in progress, and a work of art — or the arts, to be more precise.

Features Special Coverage

The State of the Bay State

 

Brooke Thomson said her story is of the kind the Bay State and its leaders like to write.

Hailing from the Midwest, she graduated from Mount Holyoke College, went to law school in Boston, and then made the decision to start her career and raise a family here.

It wasn’t easy, she recalled, noting that she needed roommates when she got her first apartment, and housing in the Boston area, as well as countless other expenses, made those early years — and even the later ones — a stern challenge.

But she stayed and is now president and CEO of Associated Industries of Massachusetts (AIM), a position from which she reflects on, and often retells, her story while noting, with large doses of frustration and even dismay, that it is becoming a harder story to write today.

Indeed, some of the thousands who graduate from Bay State colleges and universities each year are opting not to start their careers here, said Thomson, who sat down recently with BusinessWest to discuss the state of the Bay State. And some who did start here are finding it too difficult to stay amid sky-high prices for everything from homes to daycare and tax burdens that are far less friendly than many other states, including several in the Northeast.

This exodus, if you will, is one of many forces, most of them interconnected in some ways, that are colliding at what is an inflection point for the state, said Thomson, a critical time in its history, when the dust has largely settled from COVID and its aftermath, and this state, like all others, must devise a business plan, if you will, for coping with a new set of realities.

“Businesses, municipal leaders, state leaders, and federal leaders must make sure we’re putting in place the economic incentives and the regulatory pathways so that we can continue to have a strong economy in Massachusetts.”

These forces include the momentous shift in how and where people work post-pandemic, a swing toward remote work and hybrid schedules that is impacting everything from commercial real estate to hospitality and service businesses in central business districts in cities from Boston to Springfield and everywhere in between. They also include demographics — everything from smaller high-school graduating classes to huge numbers of retiring Baby Boomers — a persisting workforce crisis impacting most all sectors of the economy, falling state tax revenues, transportation issues led by the famously unreliable MBTA, a housing crisis that is impacting most of the 351 cities and towns in the Commonwealth, high energy costs and the growing need to address climate change, and, of course, the spiraling cost of living, punctuated by sky-high home prices, not just in Boston, but in an ever-wider radius around the city and many other parts of the state as well.

A poignant example of how many of these forces are intertwined came late last month, when Boston Mayor Michelle Wu proposed legislation to increase commercial property tax rates amid a decline in property values post-pandemic — and as many buildings suffer from remote-work-related issues — in an effort to protect residents from what she called “sudden and dramatic tax increases.”

The matter went to a subcommittee last week, where its fate is in question, especially in an election year, and amid warnings from real-estate trade groups and business leaders that the move would increase the burden on an already-struggling office market and could deter new investment.

Brooke Thomson

Brooke Thomson says housing — and the need to build more of it — is among the many challenges confronting the Bay State at this critical time.

Wu’s proposal, and the reaction to it, are examples of how complicated these problems are — neither side is really in a position to absorb a higher tax burden — and how elected leaders, the business community, and even residents are going to have to work collaboratively in this time of stern challenges, Thomson noted, adding that the state’s businesses, despite some rumors to the contrary, cannot shoulder the burden itself.

“I think this is a critical time because there is so much uncertainty and because we are coming out of the COVID bubble,” said Thomson, who took the helm at AIM at the start of this year. “Businesses, municipal leaders, state leaders, and federal leaders must make sure we’re putting in place the economic incentives and the regulatory pathways so that we can continue to have a strong economy in Massachusetts.

“I think we’ve seen elsewhere in the country that, depending on what actions are taken, certain cities that used to be centers of business and growth are no longer there,” she went on. “Part of this was out of our control, part of it was this COVID bubble where everything was shut down and then people re-evaluated how they worked and where they worked, and businesses re-evaluated where they located and what their space looks like and where they draw talent from. But as we are moving out of that, we must collectively figure out the right sauce, the right recipe, sort of speak, for success.”

For this issue, BusinessWest talked with Thomson about this recipe and the ingredients that might go into it.

 

Work in Progress

Thomson said she can usually tell what day it is — or isn’t — by the volume of traffic in and around Boston.

While it’s still difficult to get where one wants to go most of the time, Mondays and Fridays are at least somewhat better, she said, adding that, by and large, these are the days when many who can and do work a hybrid schedule are not in the office. And the impact of that many people working from their home offices or dining-room tables is felt not just on the roads, but in the office towers in that city, where valuations are falling, and the countless diners, restaurants, and service businesses that rely on foot traffic from people working in the city.

“Tuesday, Wednesday, and Thursday — that’s when people are coming in,” she said. “And that presents a whole host of challenges; it exacerbates transit, and if you have a workforce, like ours, that’s in this sandwich generation where they’re caring for children but also caring for parents, not only do we not have enough support there, but our systems are not set up where daycare facilities have a Tuesday-Wednesday-Thursday schedule.”

“There are a lot of things we have to move on quickly, meaning right now, to set ourselves up to be in a place of continued growth so that, 10 years from now, some of these trends that we’ve seen, like outmigration and tax-return dips, don’t continue. But it’s going to require some strong action right now.”

While Boston is the poster child for the challenges that have come post-pandemic, the same issues are being seen in communities across the state and in businesses of all sizes and in most every sector.

Indeed, she said AIM, which employs more than 25 people full-time, exemplifies the current colliding forces and trends. It has seen a few of its valued employees leave the agency and the Commonwealth for more affordable states, she said. Meanwhile, it is preparing to move into new quarters and reduce its overall footprint to reflect a need for less space amid more remote work.

“Like a lot of businesses in the wake of COVID, we re-evaluated what our footprint should look like and where we should be,” she said, adding that the agency is slated to move in June into space that is slightly smaller, but also features more “collaborative space,” as she called it, and more gathering and event space amid fewer private offices.

As for losing employees to other states, “we’ve lost two people in the past year who were under 30,” she said. “It’s not because they didn’t love Massachusetts; it’s not because they didn’t love AIM. One moved to Tennessee, and one moved to Texas because those states are more affordable, and they have the prospect of buying a home.”

Extrapolate these recent developments across the state and its business community, and it’s easy to see why this is a critical juncture for the Commonwealth, Thomson said.

She can cite some positives and possible reasons for optimism — everything from the tax cuts Gov. Maura Healey signed into law last fall to projections that falling state tax revenues may pick up in the last few months of the fiscal year; from persistently low unemployment rates to signs on Beacon Hill that leaders there understand what needs to be done.

“I remain cautiously optimistic because many municipal leaders, and our administration, are laser-focused on providing incentives to try to make it very clear to the business community that Massachusetts wants businesses to be here and wants businesses to grow,” she said. “And they recognize that, for there to be good jobs and good quality of life and affordable housing, we have to have a strong economy.

“I haven’t seen that messaging in recent years as strong as I’m hearing it now,” she went on. “The question is … will the actions that go along with that be put into place and be effective? From AIM’s perspective, that’s why we’re working alongside the administration and the Legislature to say, ‘now is the time to act.’”

Elaborating, and citing ways in which in the state and its leaders need to act, she listed the housing bond bill proposed by Healey, as well as the so-called ‘Mass Leads’ legislation, an economic-development bill that contains incentives for businesses.

“We have to look at this because, as we see the demographic shift, as we see folks retiring, we’re going to have a real problem if we’re not saying to those young folks, ‘this is where you want to stay and work and raise a family.’”

“There are a lot of things we have to move on quickly, meaning right now, to set ourselves up to be in a place of continued growth so that, 10 years from now, some of these trends that we’ve seen, like outmigration and tax-return dips, don’t continue,” she went on. “But it’s going to require some strong action right now.”

 

It’s About Time

Thomson kept repeating those words ‘right now’ for emphasis, and they apply to everything from housing to how the state will meet its energy needs in the future as it moves on from nuclear power and some fossil fuels to natural gas and clean-energy sources such as solar, wind, and hydro, for which infrastructures must be built.

“If it’s not done quickly, 10 years from now, 15 years from now, I don’t think we’re going to be at a point where we have as much control over turning the ship around,” she told BusinessWest, adding, again, that the responsibility for turning the ship, and the costs involved, must be borne by all constituencies, and not simply the business community.

“We have to be thoughtful and intentional about how everyone has a role,” she went on. “What AIM has said consistently is that this cannot be a burden that is carried by the business community alone. We know that our businesses are really taxed right now; they’re at a point where many of them are just barely getting by, and they’re in a real competition for talent and resources.”

While she’s generally optimistic that the ship can, in fact, be turned, she is troubled by much of what she’s seeing, especially the exodus of talent to other states. She noted that 22- to 35-year-olds are leaving the state at a rate of 35%, a number significantly higher than it has been historically.

And they’re leaving primarily because of the high cost of living, she said, noting that, while it’s always been expensive to live in Greater Boston — she had to work two jobs to afford her first home — it is much harder to make ends meet now, as evidenced by those two AIM employees who packed the car and moved south and west.

“That’s what I worry about — that’s your talent, those are your creative minds,” Thomson said. “Those are the folks who are going to bring the innovation that has made our economy so great. And we’re not selling them on staying here in Massachusetts.”

And these young people are leaving just as the Baby Boomers are leaving the workforce, she went on, noting that the state now has what would be called an older workforce, with an average age around 40.

“We have to look at this because, as we see the demographic shift, as we see folks retiring, we’re going to have a real problem if we’re not saying to those young folks, ‘this is where you want to stay and work and raise a family,’” she noted. “I really do worry about it, and it’s worse in certain areas and worse in certain industries; the average age of a utility lineman is 57 years old. How are we going to make the energy investments, upgrades, and transitions we need if we don’t have the workforce that’s capable of doing it?”

There are ongoing initiatives to generate interest in such fields, Thomson went on, but the challenge is the full slate of issues that must be addressed simultaneously — and soon.

Which begs the question: where to start?

“The hard thing is, we’re going to have to do a lot of things at once,” she said. “We must take aggressive actions on housing because it’s going to take long, and the price of not acting now is that, once you start losing folks at a high rate, they’re not going to come back. And even if we can build more housing and find creative ways to make some affordable housing, Massachusetts is going to be more expensive than some states.”

It’s the same with the other issues on that long list as well, Thomson went on, adding that, when it comes to housing, new businesses, or other forms of change, communities will need to be willing to adjust — or suffer the consequences.

“Communities that say, ‘this is what my community looks now, change is hard, and we don’t want to adapt,’ those communities are going to lose out to those who are willing to be more adaptive,” she noted. “And then the question is … do we have enough consensus as a state, enough communities willing to step up and do it, that we’re successful?”

Environment and Engineering Wealth Management

Shore Thing

 

Sanjay Arwade says UMass Amherst has a long and proud history in the broad realm of wind energy.

It dates back nearly a half-century to professor William Heronemus, who established what is now the oldest wind-energy research and education center in the country.

“He started working on wind energy, and there’s been a string of faculty members over the years, mostly in mechanical engineering, but now some, like me, in civil engineering, who have been working on wind-energy problems,” said Arwade, a professor of Civil and Environmental Engineering. “We’ve been working on wind energy, and we’ve developed collaborations across the region and around the country.”

This history, and these collaborations, certainly played a role in this tradition reaching a new and intriguing level with the recent announcement that UMass Amherst has been selected by the U.S. Department of Energy (DOE) to establish and lead something called ARROW — the Academic Center for Reliability and Resilience of Offshore Wind, with an emphasis on those two R-words.

This will be a nearly $12 million national center of excellence, said Arwade, one that will accelerate reliable and equitable offshore wind-energy deployment across the country and produce a well-educated domestic offshore wind workforce. 

“We’ve been working on wind energy, and we’ve developed collaborations across the region and around the country.”

Elaborating, Arwade said development of offshore wind has lagged behind its close cousin, the onshore variety, and for various reasons. ARROW has been created to essentially help close that gap.

“Onshore wind energy … that industry is a total success,” he noted. “We produce huge amounts of electricity from wind onshore, mostly up and down the Great Plains and the center of the country. That energy is, in many days, the cheapest electricity in the country.

“Offshore wind is at an earlier stage,” he went on. “There’s a lot of offshore wind in Northern Europe and a little bit here — basically three projects are operating in the United States: Block Island, Vineyard Wind, and one in Virginia. So we’re at an earlier stage, but the potential is huge.”

Harnessing that potential is at the heart of ARROW, which will involve a number of partners — more than 40, in fact — and set several different goals, said Arwade, noting that the center will be a university-led education, research, and outreach program for offshore wind that prioritizes energy equity and principles of workforce diversity, equity, inclusion, and access, with technical specialization in the reliability and resilience of offshore wind infrastructure, transmission, and supply chain.

The various partners include eight universities, three national laboratories, two state-level energy offices, and many industry and stakeholder groups in other areas of Massachusetts as well as Illinois, Maryland, Washington, South Carolina, and Puerto Rico. 

Sanjay Arwade

Sanjay Arwade says offshore wind lags behind the onshore variety, but there is momentum and progress on several fronts.

This consortium includes Clemson University, Morgan State University, Johns Hopkins University, Northeastern University, UMass Dartmouth, UMass Lowell, University of Puerto Rico at Mayagüez, Argonne National Laboratory, National Renewable Energy Laboratory, Pacific Northwest National Laboratory, Massachusetts Clean Energy Center, and Maryland Energy Administration. More than 20 other organizations, including developers, conservation organizations, offshore-wind manufacturers, a grid operator, community representatives, trade associations, and standards organizations, are also anticipated to serve as partners. 

As for goals, there are three main ones, about which we’ll get into more detail later: 

• Empowering the next generation of U.S.-based offshore wind professionals. Not only does this include training for offshore wind professionals, but it will also enhance the ability of U.S. institutions to deliver comprehensive offshore wind education and establish global leadership in offshore wind education. The center will advance the education of 1,000 students over the initial five-year life of the center;

• Innovating with impactful research for a reliable and resilient offshore-wind system built on rigorous treatment of uncertainty. Research will focus on infrastructure, atmospheric and ocean conditions, and marine and human ecology; and

• Engaging with communities to get input from the wide diversity of stakeholders who make up the offshore-wind ecosystem, including wind-energy companies, grid operators, manufacturers, nonprofits, insurance companies, and advanced technology developers, in order to arrive at inclusive and just deployment of offshore-wind solutions. 

For this issue and its focus on energy, we talked with Arwade about ARROW and what it means for the university, the region, and ongoing efforts to tap the enormous potential of offshore wind.

 

Bridging the Gap

As he talked with BusinessWest late last month, Arwade was between phone calls from media representatives looking for his take on the collapse of the Francis Scott Key Bridge in Baltimore after it was struck by a massive container ship.

The New York Times found him first, and after his comments to one of its reporters found their way into the Times and then the Boston Globe, other outlets, including the BBC, dialed his number. He told them, and BusinessWest, essentially the same thing — that collapse was imminent after a ship of that size struck a bridge built to the design codes of the 1970s.

“Offshore wind is at an earlier stage. There’s a lot of offshore wind in Northern Europe and a little bit here — basically three projects are operating in the United States: Block Island, Vineyard Wind, and one in Virginia. So we’re at an earlier stage, but the potential is huge.”

“It wasn’t a failure of the structural steel — it was a failure of ship navigation,” he explained. “You could not design that bridge to withstand that impact.”

Arwade worked for some time in Maryland — he was a professor at Johns Hopkins — and he suspects that might be one of the reasons the media sought him out. But he’s also passionate about bridges.

Indeed, the walls of his small office in Marston Hall are covered with photographs and prints of mostly better-known structures, especially the Brooklyn Bridge.

This passion for bridges and design and construction of these structures will now have to share time with ARROW, which he described as both a turning point in UMass Amherst’s long history of windpower research and his own career.

Explaining how it came about, he said the DOE issued a request for proposals for an offshore-wind energy center of excellence roughly a year ago.

“Through our collaborations, we had a team basically ready to go,” he explained. “And we had a concept, centered around reliability and resilience, basically ready to go.”

This team will be tasked with unlocking that enormous potential for offshore wind that Arwade mentioned earlier. He told BusinessWest that, depending on which technical analysis one is looking at, it’s conceivable that half or more of the eastern seaboard can be powered through offshore wind “depending on the scale of development we’re willing to pursue.”

He acknowledged that offshore wind is currently expensive power to produce, but he believes that cost can and will come down over time.

“The trajectory is good,” he said. “As with many engineered systems, the cost goes down over time as we become more expert at designing and constructing systems and as the components become commodity items; the cost is higher, but it’s becoming competitive, and the trajectory on cost is good. If the lessons learned from onshore wind apply to offshore wind, it will quickly, meaning within a decade or two, become highly competitive with other energy sources.”

Elaborating, he said that, while there are some hurdles to overcome, there is, in his view, a considerable amount of momentum regarding this brand of clean energy.

“There are numerous projects under construction, others nearing construction phase, and even the hiccups we’ve experienced related to inflation and economic issues … the industry seems to be overcoming those,” he told BusinessWest, acknowledging that there are concerns from “co-users” of the ocean, including fisheries and environmentalists, and, meanwhile, the cost of offshore wind remains high compared to the onshore variety and other sources of energy.

 

Wind in Their Sails

Arwade said his role will be to manage the various objectives of the ARROW initiative, and there are several of them, including education, research, and community outreach and engagement related to offshore wind.

Projecting out — ARROW still exists only on paper, but is expected to officially commence its work this summer — he expects an educational program to be up and running within a few years, with hundreds of students per year being trained for an industry that will need a workforce.

“These are students who will get bachelor’s degrees, master’s degrees, doctoral degrees, and professional certificates in offshore wind and can go into the field and lead the industry forward in the U.S.,” he said, adding that there are existing programs, but the DOE wanted a comprehensive offshore-wind energy education and research program, and until ARROW, one didn’t exist, except at UMass.

“This one will be bigger, more comprehensive, and bring expertise from all of our partner instititions to bear for our students,” he went on, adding that ARROW will exist in mostly a virtual state, but with initiatives on the Amherst campus, Boston, Maryland, Puerto Rico, and at the national labs in Colorado, Washington State, and Illinois.

Workforce is a key ingredient in the growth and development of the industry, he said, adding that companies looking to hire currently have few places to go find those students. But research will be another key area of focus, and it will cover many areas that are germane to the industry and answer important questions.

“These include how quickly can these structures be installed? What will the cost of construction be? How much energy can be extracted from the wind during operation of the turbines? And how can we ensure that the energy gets distributed to consumers in efficient and equitable ways?” he said.

When asked how those involved in ARROW will measure success, Arwade said there will be several barometers.

“We’re going to count students that we educate; we’re going to track where they go in the industry,” he said. “On our research arm, we’re going to be tracking the publications that our faculty and graduate students make and seeing that they’re being cited and being of use to industry. We’re going to keep track of students that do internships in industry. We’re going to do outreach that brings offshore-wind education and research to a variety of stakeholders, including high-school students, for example. And we’re going to have listened, carefully, to co-users of the coast and the ocean, communities that have been historically disadvantaged and have not seen the benefits of new infrastructure like this.”

Overall, ARROW will play a major role in bringing the offshore-wind industry forward, while also enabling this region, the Commonwealth, and especially its flagship state university to assume leadership positions in those efforts.

“Massachusetts has been a leader in offshore wind for a few decades now, both on the industry side and the government and regulatory side,” Arwade said. “Massachusetts has also led on the academic side, through our work and with our partners at UMass Dartmouth and UMass Lowell and Northeastern. But getting this recognition from the Department of Energy cements Massachusetts nationally as the federally recognized home of offshore-wind research and education in the academic sphere; it’s a huge win for the Commonwealth.

“And I would say the same for UMass Amherst,” he went on. “We’ve been doing wind energy for 50 years, and for us to be trusted by DOE with leadership of this center is a major feather in the cap of UMass Amherst and the UMass system as a whole.”

 

Community Spotlight

Community Spotlight

Rachel Rosenbloom and her husband, Michael Bedrosian

Rachel Rosenbloom and her husband, Michael Bedrosian, named their brewery Seven Railroads in a nod to Palmer’s rich rail history.

 

Palmer is known to many as the Town of Seven Railroads, a nod to a very rich history as a transit center.

Indeed, several passenger and freight rail lines ran though the community at one time, most notably the Boston & Albany, which ran east-west between the two cities, and the Central Vermont, which ran north-south from the Canadian border to New London, Conn., with those two railroads sharing Union Station, an elegant structure designed by noted architect Henry Hobson Richardson.

Today, rail is still part of the town’s character, with five rail lines still running through the community, a renovated Union Station now serving as home to the popular Steaming Tender restaurant, and a new brewery — called, appropriately enough, Seven Railroads Brewing — opening its doors on Route 20 just a few weeks ago.

Passenger rail service in Palmer ceased back in the 1970s, when Amtrak closed Palmer’s station, leaving few who can recall first-hand that important aspect of the town’s history — and psyche.

But all that could be changing in the not-too-distant future.

The Massachusetts Department of Transportation has recommended Palmer as a stop on the proposed east-west passenger rail service, and is now in the process of studying and eventually selecting a site for a new rail station.

There is no timetable for when that service will start, but the DOT’s backing of Palmer as a stop is generating high levels of excitement and anticipation in the community, said Town Planner Heidi Mannarino, noting that she is already seeing more interest in the town and some of its available real estate from the development community. Overall, she and others are enthusiastic about what a rail stop will mean for the existing business community and ongoing efforts to grow it.

“I’ve already seen more people purchase land and start to eyeball Palmer,” she said, “because once you hear that news … it’s just so valuable to have that kind of public transportation available.

“Rail will be a great boost for economic development in downtown Palmer,” she went on. “It’s going to bring a lot of business in, and I think it’s going to bridge some econimic gaps between Springfield and Boston.”

Indeed, passenger rail service is expected to change the overall profile of this community, situated roughly halfway between Springfield and Worcester off exit 63 (formerly exit 8) of the Mass Pike. Palmer’s location has always been considered close to the state’s second- and third-largest cities, but, in the eyes of some economic-development leaders, not close enough.

Rail will bring the community closer to both — and also closer to Boston and all of Eastern Mass., said John Latour, Palmer’s director of Community Development, noting that the proposed service will enable people to live in Palmer and work in Boston and surrounding communities, adding that remote work has already brought some to the town as they seek to escape the sky-high prices for real estate, childcare, and everything else in Greater Boston. And rail service should bring more.

“Whether they’re working fully remote or going to the office a few days a week, it still makes sense for people to live in a community like Palmer and commute,” he said, adding that, while some already commute from Palmer to Greater Boston, rail service will be a better, safer alternative that will enable people to work while they commute.

East-west rail is easily the biggest developing story in Palmer, but there are others, said Mannarino, listing early-stage construction of a new strip mall near the Big Y off the turnpike exit, one that is expected to bring a Starbucks, Jersey Mike’s, and other major brands to the community; the new brewery (much more on that in a bit); and ongoing efforts to repurpose two closed schools, Thorndike School and Converse School, for housing — a need in this community as in most all cities and towns in the 413 and other parts of the state.

“There’s a deficiency of affordable housing in most communiies, and Palmer is no exception,” she said, adding that the need for senior housing is most acute, and one that could be eased by converting the two schools for that use.

For this, the latest installment of its Community Spotlight series, BusinessWest takes an in-depth look at Palmer and how several initiatives, and especially east-west rail, are seemingly on track.

 

Coming to a Head

They call it ‘Old Exit 8.’

That’s the name that Rachel Rosenbloom and her husband, Michael Bedrosian, owners of Seven Railroads Brewery, gave to a New England IPA that has become one of their most popular offerings.

It comes complete with a tagline — “We don’t know what exit nunber we are anymore, and we don’t care to find out” — and Rosenbloom said the brew, and its tagline, speak to how this brewery operation, unlike most of the others in this region, is mostly about a town and its people. And they are among them, living just a few minutes from their taproom.

“It was designed to be a place where people, and especially those from Palmer, can come and hang out,” she said, adding that, in the few weeks it has been open, it has become just that.

For Rosenbloom, who by day is head brewer at Fort Hill Brewery in Easthampton (although not for much longer as she works toward making her venture a full-time endeavor), and Bedrosian, Seven Railroads is a dream now close to three years in the making.

It took that long to find a location (a building on Route 20 that was once home to a trucking operation and other businesses and actually has rail tracks running behind it), secure the necessary permits and licenses, build out the space, and open the doors.

“It was a long journey, but it was well worth it,” she said, not once but several times, noting that the brewery is off to a solid start, drawing a mix of locals, students from the nearby Five Colleges, and a number of other brewers who have come in to welcome the latest addition to the region’s growing portfolio of craft breweries.

In most respects, Roenbloom said, all that competition is good — for the region, for beer lovers, and even the various breweries, because it creates a critical mass that makes the region a craft-beer destination.

Meanwhile, Seven Railroads is on an island of sorts, she went on, adding that it is the only brewery in Palmer — in fact, the only one within 25 minutes of the center of the community — giving it some breathing room.

Thus far, things are going pretty much according to the business plan, said Rosenbloom, noting that Seven Railroads has become part of a growing restaurant and hospitality scene in Palmer, with many patrons stopping in before or after visiting one of several restaurants in town, including the Steaming Tender, Figlio’s, Tables, Day and Night Diner, and others. And she expects that rail service might bring more additions to that list and, overall, more people to Palmer.

 

Next Stop: Palmer

Indeed, while the rail stop is expected to encourage people to live in Palmer and perhaps work in Boston, it could also bring more people from Boston and other parts of the state to this community and those around it, said Lavoie, adding that, while the turnpike already brings visitors to exit 63, rail service will bring even more convenience.

Elaborating, he noted that students at UMass Amherst and the other Five Colleges could take the east-west rail service to Palmer and then take a bus or an Uber to those institutions.

“There will be more connectivity,” he said, adding that this quality will bring many benefits, especially a greater ability to commute from Palmer and surrounding towns to other parts of the state.

“You can take the Mass Pike, but it will be more conducive for more people to take the rail and not risk delays or inclement weather; it’s a safer mode of travel,” Lavoie told BusinessWest, adding that professionals can commute and work at the same time.

Meawhile, at a time when fewer young people are married to the notion of owning and maintaining a car, a community with a rail stop, and especially one with home prices several notches (at least for now) below those in Eastern Mass., moves toward the top of their places to live, work, or both.

“In essence, you’re pushing the bedroom community of the business hub of Massachusetts [Boston] further west, and anything that’s occuring in the Springfield area, you’re pushing that bedroom community further east,” he explained, adding that rail can only help amplify this trend.

Mannarino agreed, noting that one of the next steps in the process of making rail a reality in Palmer is finding a site for a new station. A committee of town officials and residents is being assembled to work with Andy Koziol, the recently named director of East-West Rail, and MassDOT on that assignment.

Several sites have been proposed, Mannarino said, listing the land near the Steaming Tender and DPW property off Water Street among the contenders. “The goal is to choose the one that’s most feasible and makes the most sense. Each of the sites has caveats.”

There is no timetable yet for east-west rail or Palmer’s stop on this highly anticipated transit initiative, and residents and town officials understand that it will likely be several years before the first trains stop in town. But the general consensus is that, after years of lobbying and pushing for this facility, it is now becoming real, and the question, increasingly, isn’t if, but when.

That means this town with a deep rail past is set to write an exciting new chapter in that history.

Cover Story

Planting the Seeds

 

Co-founder and CEO Dan White

 

Dan White calls it “turning back the clock on decomposition of food and seeds.”

That’s how he chose to describe the technology created by Clean Crop Technologies, a Holyoke-based company that has become one of the foundations of that city’s emerging cleantech and greentech sector and one of the more intriguing regional entrepreneurial success stories in recent years.

Elaborating, White said there have long been technologies that will prevent the decomposition that results from molds, fungi, toxins, and pathogens that attack seeds and crops. But until recently — in fact, until the technology developed by the team at Clean Crop — there was little if anything to reverse that decomposition, or turn back the clock, as he put it, once those foods were in the supply chain.

Getting more specific, he said that, when it comes to seeds, which have increasingly become the company’s focus, Clean Crop has been able to address a long-standing tradeoff when it comes to addressing decontamination.

“You can choose between killing the contaminant, and in so doing harm the germination of the seed, or you can make sure you have vigorous seeds, but not be able to kill everything,” he explained. “What we focus on at Clean Crop is developing our Clean Current technology to solve the tradeoff; we’re targeting applications where we can achieve the same or better decontamination as things like hot water and chemical treatments, but without harming germination in the process.”

In simple terms, the company is using a high-voltage cold-plasma technology to revolutionize food safety, and it’s doing it in downtown Holyoke in space that was once a paper mill, helping that city build what could be called a cluster of cleantech businesses, while further diversifying the region’s business community and perhaps laying the tracks for more businesses of this type.

“What we focus on at Clean Crop is developing our Clean Current technology to solve the tradeoff; we’re targeting applications where we can achieve the same or better decontamination as things like hot water and chemical treatments, but without harming germination in the process.”

This is an inspiring story, with chapters that have played out in Pennsylvania, where White developed an affection for agriculture and a desire to make it a career; in sub-Saharan Africa, where he would meet eventual partner Dan Cavanaugh and develop a passion for solving a problem that until then lacked a solution; in Iowa, where the partners would meet and then collaborate with Kevin Keener on new technology and a company to refine it and put it to practical use; in the Boston venture-capital market, where $3 million would be secured to bring the concept to the next stage; at UMass Amherst (and its Institute of Applied Life Sciences); and in a small office in Northampton, where the partners built a core technical team and proof of concept.

And now, in Holyoke, where the company, recently named among TIME magazine’s Top Greentech Companies of 2024, landed amid a search for clean energy (Holyoke boasts hydropower), needed space, and a landlord sympathetic to the needs and challenges of startup ventures (read: a shorter-term lease). There, Clean Crop is now deep into the process of scaling up, building its team, telling its story — there have many visitors to the site for tours as well appearances by the principals on several agriculture-related podcasts — and writing the next chapters.

Putting the problem of contamination into perspective, White said the U.S. Department of Agriculture estimates that roughly 30% of crops are lost in farmers’ fields every year to a wide range of toxins, pathogens, molds, and pests, with this loss quantified at $220 billion. And while the monetary loss, not to mention the huge loss of food to the supply chain, gets plenty of attention, what doesn’t is the fact that this crop loss is also a huge driver of greenhouse-gas emissions.

“These same contaminants, both on farm and in the supply chain, result in a lot of food being wasted,” he explained. “And as food waste decomposes, it generates methane, which is more than 50 times more potent as a greenhouse gas than carbon dioxide.”

Thus, Clean Crop Technologies is addressing several problems at once, from increasing the amount of food eventually reaching the table to reducing those harmful greenhouse gases.

For this issue, BusinessWest takes an in-depth look at Clean Crop, a budding enterprise that provides both food for thought when it comes to technology and its ability to solve some of the world’s bigger problems and more food for the table.

 

A Growing Venture

White grew up in Gettysburg, Pa., a farming region heavily populated by apple orchards. In high school, he started working at a friend’s family orchard and “fell in love with agriculture.”

“I wound up working for them for a few years in high school and college, and ended up spending most of my career working overseas,” he said, adding that he lived in Beirut, Lebanon for some time trying to get a hydroponic industry up and running there.

But he spent most of his career in sub-Saharan Africa, helping U.S.-based companies that were developing promising technologies to enable farmers and supply-chain operators to build market share.

For example, he worked with a South Dakota-based company that developed a biostimulant that allowed farmers to grow the same amount of crops while using less fertilizer.

“As food waste decomposes, it generates methane, which is more than 50 times more potent as a greenhouse gas than carbon dioxide.”

“They were interested in their applications for corn, bean, and other crop producers in Africa, and had no idea how to get it to market,” White explained. “So I helped them develop a go-to-market plan and figure out the regulatory pathways, and now they’re commercially active in six different countries on the continent and doing quite well.”

It was during that time that he met Cavanaugh, who was working as a commercial manager for Cargill in East Africa, handling all its trading in corn and oil seed commodities.

“He really learned the post-harvest side of the business,” said White, adding that it was a venture that Cavanaugh set up that eventually laid the groundwork, pun intended, for Clean Crop.

“He was tasked with establishing a peanut mill in Mozambique, which today basically just exports all its peanuts as farmer stock to South Africa, with very little value,” he explained. “The original thesis was that, if you have a mill that would be able to do that primary processing for the peanuts in Mozambique, you could then extract more value from the export market, exporting them as grade-A processed peanuts rather than the raw farm stock.

“That ended up failing because of a wide range of things, including pathogens and toxins that are common not just to peanuts but a lot of other food categories as well,” White went on. “Once they’re in the supply chain, there’s very few tools to solve them.”

Fast-forwarding a little, White and Cavanaugh essentially went about creating such technology.

“There’s a lot of ways to prevent contamination by these pathogens; there’s a lot of ways to mitigate or exclude food that’s been contaminated from the supply,” White explained. “But there were very few tools that we were aware of that could actually turn back the clock on contamination that was safe and that would keep that food in the supply chain.”

This reality led them down a rabbit hole as he and Cavanaugh looked at many different technologies in this space that held promise, including UV light, and eventually met Keener, then a professor at Iowa State University.

“Our long-term vision is that we want our machines to be operating in every seed-processing facility globally as the first line of defense in crop loss.”

“We read a lot of his papers and actually built a prototype of the technology we’re using today from schematics he had put in one of his publications,” White recalled. “And it worked, or seemed to work, and that was good enough for us to go out and meet him and visit his lab, and we started Clean Crop with him in early 2019.”

Early-stage work was focused primarily on the peanut industry, he said, adding that, when the technology was validated, a machine was taken to a peanut sheller in Georgia that was interested in piloting it. That pilot went well, he said, adding that the peanut company essentially said to come back when the machine was a thousand times bigger.

The partners agreed, but knew the pathway to commercialization involved several smaller levels of scaling before getting to that point. In the meantime, starting in the spring of 2021, they started exploring several other markets — everything from other high-value nuts to shelf-life extension for ground beef, seafood, and dairy products, and, eventually seeds.

 

Seed Money

Explaining the technology in somewhat simple terms, White said Clean Crop combines food-grade gases and electricity to create cold plasma, thus inactivating a broad spectrum of contaminants from seed surfaces in a dry, automated, and residue-free process.

Seeds travel through a hopper in a class-7 clean room and onto a proprietary conveyance mechanism where they then get exposed to the Clean Current ionized gases and are decontaminated before moving on for further processing. At present, the technology can process 25 pounds of seed per hour.

The seeds are shipped to Holyoke, where they are processed, bagged aseptically, and shipped back to customers, who are charged a flat fee per pound. These customers come in two categories — growers, especially those in the greenhouse, micro-green, and sprouts markets that are concerned about molds, but also food-safety risks; and also seed companies, specializing mostly in high-value vegetables such as leafy greens, broccoli, spinach, cauliflower, radishes, and others.

“One of the most compelling reasons that we moved here, long-term, is the municipal hydro dam.”

The goals moving forward are to expand that customer base, scale up operations, grow market share, and eventually sell the machines to customers.

“Right now, we only have one machine operating, but we’re looking to significantly expand our capacity this year,” said White, adding that the company has a large backlog of work. “Our goal this year is to scale our operations to absorb as much of that demand as possible and get our machines out into the world to customer facilities.

“Our long-term vision is that we want our machines to be operating in every seed-processing facility globally as the first line of defense in crop loss,” he went on. “To get there … it’s a non-trivial challenge to develop not just the manufacturing side of a company, but the company success. To be able to support a remote set of machines is a challenge, one that we want to grow into once we figure out the supply chain.”

Elaborating, White said the company, which is still in what he calls phase 1 of its development, will bring a second machine online in the near future, greatly increasing its capacity for serving customers, and scaling from there, bringing several machines with much larger capacities online. The goal is to have machines in at least 50 seed processors around the world by 2030, giving Clean Crop perhaps 10% of the global market and $100 million in annual revenues.

Doing all that will take capital, he said, adding that the company is well-capitalized and is committed to staying, and growing, in Holyoke, with opportunities to expand in its current space and into other space nearby if the need arises, while taking advantage of the city’s abundant and comparatively inexpensive green energy.

“One of the most compelling reasons that we moved here, long-term, is the municipal hydro dam,” he explained. “We have some of the cheapest commercial electricity rates in the state, and as an electro-chemical solution, that’s one of the main variable costs we’re going to have as we scale, and we see that as an enormous asset.”

It’s an asset that could attract other companies in this emerging realm as well, he went on, citing the pending arrival of Sublime Systems, a producer of low-carbon cement, as another sign that Holyoke’s inexpensive power and other selling points are turning heads.

“We see this as a real opportunity, not just with us, but with a range of other companies coming out of the Greater Boston ecosystem that are really going to drive this next wave of industrial decarbonization,” White said. “There’s an opportunity for Holyoke to be a leading space for the next milestone of scale-up for those companies coming out of Greentown Labs and MIT. The city happens to have this tremendous advantage of having a carbon-free, economically competitive energy source as well as a lot of underutilized industrial space.”

Meanwhile, the company is working to ensure that it has sufficient talent to meet its future goals, partnering with Springfield Technical Community College on an initiative to create a pipeline of technicians for the years to come.

 

Bottom Line

Whether Holyoke does, indeed, attract other greentech companies, and whether Clean Crop reaches the lofty goals it has set for the coming years, remain to be seen.

But for now, the company is already making its mark when it comes to the global issue of seed health, and helping to put Holyoke on the map as a potential home for companies in this sector.

This is a company, and a story, that bears watching as the seeds it has already planted continue to bear many different kinds of fruit.

Special Coverage Sports & Leisure

Course Correction

Melissa Aitken

Melissa Aitken says the surge in the sport, and business, of golf enjoyed during COVID continues four years later.

 

Golfers, regardless of their skill level, know the importance of getting off to a good start.

Indeed, often — but not always, obviously — the first few holes, and even the first few shots, will set the tone for an entire round.

And when it comes to the business of golf, and a specific season, the same is generally true. Usually — but, again, not always — a good start can pave the way to a solid year.

And in recent years, with winters ending early, area courses, especially those with the desire and the means to open before the grass starts growing in earnest, have been able to get off to great starts.

“We’ve had some early springs, and this one is even earlier, and that has helped a lot of courses; for most, this is bonus time,” said Jesse Menachem, executive director and CEO of the Massachusetts Golf Assoc. (MGA). For decades, he noted, players in this area set their watches to Master’s weekend (mid-April) for when to get the clubs out of the cellar and start hitting balls; in recent years, they’ve had to recalibrate and start in mid-March.

But fast starts in the spring, and even the late winter, are not the only things going right for a golf industry that was in many ways on the ropes in the years leading up to the pandemic. Indeed, a surge that resulted from COVID, when there was little else that people could do for exercise and socialization — they couldn’t even play tennis — has had real staying power, said Menachem and others we spoke with, with the MGA’s leader noting a 1% increase in the total number of rounds played last year. That’s a modest hike, to be sure, but the needle is still moving in the right direction.

Bobby Downs, head professional at the Country Club of Wilbraham, said the upswing that started during COVID has continued and even accelerated in some respects, with membership as high as it has been in many years.

“We could take in a few more people, but we’re at a point, just under 400, where we’re very satisfied with the number we have here,” he said, noting this number would have been a pipe dream just five years ago.

“We’ve had some early springs, and this one is even earlier, and that has helped a lot of courses; for most, this is bonus time.”

Melissa Aitken, CEO of the Country Club of Pittsfield, a Donald Ross course that can trace its roots to 1897, cited similar momentum.

“Our club is doing tremendously well,” she said. “We’ve seen a surge in membership, and last year our membership count was the highest it has been since 2008. Post-COVID, we’ve seen an increase of 21% in our membership level. Every year, more and more people are inquiring despite the dues increases that have been necessary since COVID changed the world.” 

Other factors benefiting the industry include everything from demographics — Baby Boomers are retiring in large numbers, and many are looking for things to do — to the younger generations embracing the game in some form (maybe not 18 holes every Saturday, but nine holes here and there and an hour of practice), to remote work schedules, which make it slightly easier to get out for a round than being in the office five days a week.

Tom Baron

Tom Baron says the Topgolf simulators at MGM Springfield have benefited from the recent surge in interest in the sport.

And these factors are benefiting not only courses, but other components of this business as well, from retail stores to the growing number of facilities with golf simulators; from driving ranges to mini-golf courses.

Dave DiRico, the mostly retired owner of Dave DiRico’s Golf in West Springfield and a former club pro, can speak to all aspects of the business and the current trends. He told BusinessWest that his simulators are booked solid in the winter months (not so much when people can play for real), and that those who took up the game during COVID or returned to it are sticking with it — and buying new equipment while they’re at it.

He’s also seeing and hearing that tee times have been nearly impossible to get in these early days of spring (and more difficult to get in general) and that private courses are at capacity and, in some cases, even have waiting lists.

“I see the game in a very healthy place,” he said. “The golf courses are busy, and the membership in most places is full — or, if they’re not full, they’re nearly full. Young people are getting into the game, and they’re staying with it. The signs are all very positive.”

All this is a far cry from where things were in the years leading up the pandemic. What was a struggling business now has a good lie, as they say in this sport, and it is looking to take full advantage and do some scoring. For this issue and its focus on sports and leisure, we talked to representatives of many facets of the golf business about how the sport has rebounded and why they believe the good times will continue.

 

Out of the Rough

Tom Baron, senior manager of Food & Beverage at MGM Springfield, who oversees the Topgolf facility on the property, told BusinessWest that the simulators there can provide users with a seemingly endless stream of information to digest and analyze as they work to improve their games.

“They instantly give you the ball’s spin rate, the clubhead speed, whether the clubface was open or closed, the ball speed, the arc … it’s amazing,” he said.

Meanwhile, these simulators can enable users to play some of most renowned courses in the world, from Pebble Beach to Pinehurst No. 2 to the Old Course at St. Andrews, where they can even take a simulated walk over the famous Swilcan Bridge after hitting their drives on the 18th hole.

“I see the game in a very healthy place. The golf courses are busy, and the membership in most places is full — or, if they’re not full, they’re nearly full. Young people are getting into the game, and they’re staying with it. The signs are all very positive.”

Baron said Topgolf, which is open only on weekends, has become an increasingly popular attraction, and event space, at the casino complex, especially on Father’s Day, Master’s week (people play but also watch the tournament on the 12 TVs), and other times. It attracts players of all skill levels, from novices to those who bring their own clubs — and even their own golf shoes.

And, as noted, it enables them to work on their game while also playing courses they’ve only read about or seen on TV.

“The attention to detail on these simulators is amazing,” he said. “Like with the par 3s at Pebble Beach with the waves crashing around them — the technology makes you feel like you’re there.”

But the real surge in golf involves what’s happening at courses right here in the 413, and across the state and the country, for that matter — specifically the continuation of a rebirth that began not quite four years ago.

Indeed, while COVID was a dark time for businesses across all sectors — and it was for golf at the start as well, because courses were included in the wide state shutdown of businesses — it eventually became a blessing for the industry.

In the years leading up the pandemic, the game was suffering. Play was down across the board, at public courses and even at the most esteemed private courses, to the point where some were resorting to something they’d never done (or had to do) before — advertise on various media in the hopes of attracting more members. A few courses in the area actually closed, and others saw their existence threatened.

Dave DiRico, seen here with daughter Carrie Michael and son-in-law Drew Michael

The mostly retired Dave DiRico, seen here with daughter Carrie Michael and son-in-law Drew Michael, who now manage Dave DiRico’s Golf, says all aspects of the business have flourished recently, including retail.

“We were in a year-to-year situation,” said Downs as he recalled the years prior to COVID. “We were running on such a shoestring that we weren’t sure, at some points, if we were going to stay in existence.

“From 2005 until 2018 and 2019, you saw a steady decline in the number of rounds being played throughout the country,” he went on. “There was not a lot of new people coming into the game, and not a lot of engagement; people who had played the game when they were younger weren’t engaged anymore.”

For many, especially those of the younger generations, the game was too slow, too costly, and too time-consuming. When the pandemic hit, it was still all those things, but it was suddenly far more attractive — because there was little else to do for fun.

So many took up the game while others who had left it returned, sparking a renaissance of sorts. And while courses suffered through seemingly unending rain in 2021, oppressive heat in 2022, and an irritating pattern of rain on weekends in 2023, the arrow has continued to point up in most respects at both public and private courses.

This has been the case despite some persistent challenges that range from the workforce issues now common to virtually every sector of the economy to the rising cost of everything from fertilizer to the chicken served at the 19th hole or the club’s restaurant.

Aitken said there are many factors contributing to the growing popularity of the game — and better times for clubs like hers, everything from young people getting involved to a broad focus on fitness to families moving from larger urban centers to more rural areas like the Berkshires.

“Our membership is driven by our dual residents who join us from May to October every year, as they come back to their summer homes in the Berkshires,” she explained. “We’re primarily 65 years and over, but with COVID, many young families moved out of the city and made their way home to the Berkshires, so it’s been great to see the increase in young families not only at the club but in Berkshire County.

“I think the fitness and health-conscious mindset also plays a big part in our daily lives now, so many people are joining the club to be outdoors, get exercise, and be with their friends,” she went on. “I strive to make our club a home-away-from-home environment, and I think it’s that feeling of family and familiarity that makes our club really special in our area.”

 

Round Numbers

As for young people, while golf is still too slow for some, many are discovering the game and sticking with it, said Aitken, adding that this bodes well for the game long-term because people can play the sport into their 70s and 80s.

“I’ve seen a large increase in the interest of the younger generation,” she told BusinessWest. “My son is a freshman in high school, and they had more than 20 students try out for the golf team last year, which is higher than our town of Dalton has ever had. I think the popularity of younger golfers like Justin Thomas, Rickie Fowler, and Rory McIlroy have increased the desire for young students to try out the game of golf as well. Shows like the Netflix series Full Swing certainly don’t hurt either.”

Downs agreed, but noted that clubs must be proactive and try to bring young people into the game through youth programs, membership options, and more.

“One of the first things I did when I took over here seven years ago was get in touch with the town’s Recreation Department and try to create a good relationship with them,” he recalled. “We grew our PGA Junior League program from where there were maybe 15 kids involved to where, two years ago, there were more than 60.”

While more younger people are certainly finding the game, the current surge is essentially across the board, said those we spoke with. And it is manifesting itself into what could be called good problems to have for clubs — full membership and full tee sheets, for example — that have forced them to turn some people away.

Indeed, DiRico recalled being in his store one weekday earlier this month, talking with customers who struggled, in vain, to find a tee time at the courses that were open for business.

They will certainly have better luck as more clubs open their pro shops in the days to come, he said, but the pandemic boost has shown to be resilient thus far, enduring inflation and all that bad weather mentioned earlier.

And, as noted, the surge has trickled down to not only courses, but the many other facets of the game, including retail.

DiRico noted that, as soon as Golf Digest publishes its annual Hot List of the newest equipment, from drivers to irons to putters, good players, but also those at all levels, will come in to see and try what they’ve read about. But this annual spike has been helped by new players, and returnees, who have stuck with the game since COVID and now want to upgrade what’s in their bag.

“Over the past two or three years, there’s more golfers than ever before,” he said. “More people took up the game — spouses who had never played before, kids who never played took up the game. Now, these people have become repeat customers; those people who bought used clubs are now buying new clubs.”

That’s just one of many signs that a game that was certainly in the rough just a few years ago has found its way onto the green and, more importantly, on the path to a very solid future.

Special Coverage Women in Businesss

Driving Ambition

Alex Balise

Alex Balise

 

Alex Balise always thought she would get involved in the family business.

She just thought that would happen when she was maybe 40, not in her mid-20s, as things turned out.

But since they did turn out that way (and we’ll go back and explain way later), she is now eight years into what has become an intriguing and wide-ranging career, one that has her engaged in everything from cars — the family business is Balise Motor Sales — to car washes; from two laundromats (one in Springfield and the other on the Cape) to whatever might come next for this 105-year-old enterprise.

Indeed, Balise, 36, representing the fourth generation of the family to assume leadership roles with the company, recently saw her role change, or, to be more precise, expand. While she’s still director of Marketing, she is now also director of Corporate Strategy, which means she will play a large role in helping to shape what might come next.

“I’ve been doing more … projects,” she said, being intentionally vague. “I’ve been very involved in the car washes, and that’s been a rapid expansion, and we’re also looking at some other business opportunities that we haven’t done before.”

While doing that, she is still leading the marketing efforts for the Balise company, which has dealerships in the 413, on the Cape, and in Rhode Island; car washes in Western Mass. and Connecticut; five collision centers; and that aforementioned laundromat in Springfield’s South End.

“We’re doing a lot to highlight our people in the ads recently, and that makes sense. After all, they’re the people who make Balise … Balise. Our teams are who make the difference, so why not have them be the face?”

This a wide-ranging assignment, one that keeps a staff of six (with some help from a few agencies) busy, and includes ad creation, media buying, social media, website content, and determining if, how, and to what degree the company will honor the myriad requests it receives for support from area nonprofits, a difficult assignment because, as she put it, “I can’t think of a single thing that came in that wasn’t a good cause; they’re all good.”

For many years, marketing at Balise was the purview, if you will, of her late uncle Mike, who succumbed to stomach cancer in 2015 and was named a BusinessWest Difference Maker posthumously in 2016. He was the face of the company, she acknowledged, adding that she has resisted any and all efforts to become the new ‘face,’ noting that “I don’t have the personality for it.”

Instead, she has led efforts to make the company’s employees the collective new face, with ads featuring them in many different roles.

“We’re doing a lot to highlight our people in the ads recently, and that makes sense,” she said. “After all, they’re the people who make Balise … Balise. Our teams are who make the difference, so why not have them be the face?”

Meanwhile, she is carrying on her uncle’s tradition of getting involved in the community, especially in the broad realm of education.

Alex Balise is carrying on her uncle Mike Balise’s tradition

Alex Balise is carrying on her uncle Mike Balise’s tradition of buying coats for students at Springfield’s Homer Street School, now the Swan School.

Indeed, just as Mike did for several years, she reads in the classroom for Link to Libraries at the recently opened Swan School, a replacement for Homer Street School, which was sponsored by the Balise company for many years.

She also carries on another of Mike’s traditions — buying winter coats for students at the school — and takes it to another level with some serious shopping for deals, stretching the allotted dollars and using the savings to buy hats and other accessories.

“Costco will have these deals — ‘spend this much and get this much off,’” she explained. “So I’ll buy them in buckets so that we get the most of the discount, and then I’ll use what we saved with the discount to buy the extra things, like hats and gloves. There are definitely some things that Mike started that we’re happy to continue.”

And while doing all that, she’s also raising two young children, son Connor, 5, and daughter Emma, 3. It’s a complicated and delicate balancing act, one that she discussed, along with many other topics, in a wide-ranging interview with BusinessWest for this issue and its focus on women in business.

 

Drive Time

One of the better perks for those in the auto-sales business — even those in charge of marketing and, now, corporate strategy — is being able to drive a demo.

And for Balise, the car of choice — and there is a lot to choose from in an auto group that sells several different makes — is the Toyota Crown, a sporty hybrid sedan. Yes, a sedan. Even with two young children, she’ll leave the SUVs for others to drive.

“If we have the opportunity to have more focused donations that have a bigger impact on the organizations that we’re helping, that’s the direction we’ve decided to take.”

Although this sedan doesn’t look much like anything else on the road.

“I’ve never had more people ask me, ‘what is that you’re driving?’” she said. “Because it is a little different.”

Balise spends a considerable amount of time in whichever Crown she’s driving at the moment — she doesn’t keep them past 5,000 miles — splitting her days between the 413, Rhode Island, and the Cape. While driving, she’s usually listening to audiobooks (she likes both fiction and nonfiction and is currently ‘rereading’ the Harry Potter books) and thinking about all the many balls she’s keeping in the air at present.

All this wasn’t exactly where she pictured herself at this stage of her life and career, but there have been some, well, unexpected turns.

Like most who grew up around the car business, Balise spent summers and school breaks working in various jobs at dealerships. She recalls working in the parts department, calling customers to tell them their appointments were coming up, and even handling paperwork created by the federal government’s infamous Cash for Clunkers program designed to fuel auto sales in the wake of the Great Recession.

But she wasn’t thinking about making this a career.

Alex Balise meets some residents of the Zoo in Forest Park

Alex Balise meets some residents of the Zoo in Forest Park after the company wrapped a vehicle and donated it to the zoo for its educational programs.

Instead, while earning her undergraduate degree at Colgate University, she was thinking about teaching and then working in the broad realm of education policy.

But she graduated into a tough job market in 2009 and eventually moved to Boston with her husband, Trevor McEwen, who did manage to find work. She eventually secured some herself, working for a student health-insurance brokerage and consulting firm for three and a half years.

She learned a lot about business in that role, but decided she needed to further that education and earned an MBA, with a concentration in marketing, at Babson College. With that degree, she sought work in education consulting and hospital operations, but “couldn’t find anything I loved.”

Meanwhile, Balise Motor Sales was opening another car wash in West Springfield, and her father, Jeb, its CEO, asked her to run some pro formas and work on the project.

“That was really interesting — I didn’t know anything about car washes, so I learned a lot there,” she said, adding that she spent most of her time on the Cape, where the company opened its first such facility.

To make a long story shorter, that learning experience would be the start of her career with the company, she said, adding that she moved on to a different project, the opening of a Kia store in West Springfield in 2016 after the company was awarded that franchise.

And during that project, Balise’s vice president of Marketing retired, and Alex was asked by then-President Bill Peffer to take over that broad realm.

She did, but while doing so, she became a hybrid worker long before that phrase came to be, working at her home in Framingham two or three days a week and driving to West Springfield the others.

“My father didn’t love that idea — he felt that a manager should be in the office every day,” she recalled. “He said, ‘how can I manage these people if I wasn’t there every day?’ But I decided to do it and see if we could make it work. And we did.”

 

To a Higher Gear

Balise eventually moved back to this area in 2018, putting her further away from the company’s dealerships in Rhode Island and on the Cape, but in a better place overall to oversee marketing for a steadily growing portfolio of auto-related businesses.

And some not auto-related.

Balise said the laundries, operating under the name Love Your Laundry, were her father’s idea, and the Springfield facility, right behind the company’s Mazda dealership, was seen as a way to help the residents of Springfield’s South End.

“It’s not something that we’re planning to blow up and have 25 locations, like the car washes, but if there are opportunities … we’ll see where it goes,” she said, adding that she has plenty of other things on her plate, especially the duties that come with being director of Corporate Strategy.

Whatever the title on the business card might be, Balise said she will always be heavily involved in the community. In fact, opportunities to do so comprised one of the larger reasons why she joined and then stayed with the company.

“I felt I could make a bigger impact through the family business than I could on my own if I worked somewhere else,” she told BusinessWest, adding this impact comes in many different forms.

One of them is playing a lead role in reviewing requests for support from the area’s legion of nonprofits and deciding which directions the Balise company’s philanthropic efforts will take.

It’s a huge responsibility and one she takes quite seriously.

“Having to say no is the worst — it’s tough,” she said, adding quickly that it’s even harder to say no when Balise doesn’t have guidelines for its giving.

So the company — more specifically, her team — created some, addressing everything from areas of focus, such as youth, education, healthcare delivery, and civic and community development, to how to make the most impact.

“In talking about it and in looking at what we’ve supported historically and where we’ve been able to have the biggest impact, we thought we could say yes to $100 for several small donations and have small impacts for some, or … we could refine our guidelines and make sure that, where we’re donating, we have a bigger impact that’s going to have a lasting result in the community.

“So instead of sponsoring a golf tournament or a gala, we want to actually sponsor the new computers or building a new classroom or medical deliveries, as opposed to the 5Ks to raise money. They’re all important, and we need all of those to fundraise, but if we have the opportunity to have more focused donations that have a bigger impact on the organizations that we’re helping, that’s the direction we’ve decided to take.”

Meanwhile, as noted, she is out in the community herself. In addition to reading at Swan School, she’s a corporator at Square One (the company also sponsors a classroom there), and, in the Providence market, she helped wrap presents to be given to patients at Hasbro Children’s Hospital, an initiative that involved many from the company.

While doing all that, she also saves large amounts of time for family, part of the balancing act that is part and parcel of being a woman (and, especially, a manager) in business today.

“It’s a lot, and it’s hard,” Balise acknowledged. “I’m lucky that I have a great team at work, and I have family nearby that can help pick up some days.

“When you have two young kids and you work, there is no balance. Basically, when I’m not working, I’m focused on my kids and my family, and we try to fit in as much as we can and have dinner together.”

Features

Getting Revved Up

Zach Schwartz (left) and Jason Tsitso

Zach Schwartz (left) and Jason Tsitso have One Way Brewing on the fast track to continued growth.

 

As with every brewery operation in Western Mass., there’s a story behind the name of this venture, one Jason Tsitso has told many times.

It harkens back to the days when he was a motocross racer, he said, adding that one of his good friends at the time worked for Ryder truck rentals. Tsitso said he and another friend would often help out at the Ryder facility, and one day he discovered his bike covered with the ‘one-way’ stickers that were affixed to the company’s vehicles.

“The next day, I was racing in a moto, and I was doing well, and the announcer said, ‘296 from One Way Racing,’” he went on, adding that, soon thereafter, he actually created a racing team with that name, complete with jerseys and other apparel with a ‘one-way’ logo.

And when he started home brewing with one of those friends from his racing days, they started tossing around ideas for a name and settled on something from the past. And it has stuck.

But there are other meanings behind this brand that Tsitso has established and grown with partner Zach Schwartz.

“There’s only one way to brew beer, and that’s fresh and local,” he told BusinessWest, adding that this way has helped give their brand a following, one that has enabled it to become one of the many emerging craft-beer labels in the 413 and a developing success story.

The two partners now have a taproom on Maple Street in Longmeadow, across from the plaza that was destroyed by fire just after they opened (more on that later), and a growing portfolio of craft beers, a few of them with racing-related names, such as Brraaap! (that’s the sound motorcycles make when their drivers hit the throttle), a New England IPA; and Kick Starter, another New England IPA, with which the partners got things started.

But there’s also the Betty, a Scottish export ale, One Rustic Cranberry Stout (no explanation needed for that one), One Hard Lime Seltzer (ditto), and others.

“Home brewers will come in and ask, ‘what’s your favorite? It’s very hard to be objective when all of these beers are your babies.”

The business plan is rather simple and direct, Schwartz said — to continue developing more of these beers and continue building on the solid foundation they’re created.

For Tsitso, vice president of Operations for a commercial construction company, and Schwartz, owner of Manchester, Conn.-based Fusion Cross Media, a printing company, this is still a part-time pursuit, or “passion,” as they call it, but one that is absorbing ever-larger amounts of the time not spent at their day jobs.

“This is more of our passion project,” said Tsitso, who also takes the title of head brewer. “Zack and I both like to build things, and this was our project when we started out. We wanted to see where we could take it and build it from grassroots; we expand as we have the bandwidth to do so.”

For this issue and its focus on breweries, BusinessWest takes an in-depth look at One Way Brewing and how its fast start has it on track for a high-octane brand of success in this sector where there’s friendly competition — or, as Tsitso described it, a “community” where customers are shared.

 

Lager Than Life

As he and Tsitso talked one recent Saturday morning about One Way Brewing, the route traveled to date, and where the road might take them from here, Schwartz first went about describing what they’ve created on Maple Street, and how it is different from a bar.

One Way’s portfolio of craft beers

One Way’s portfolio of craft beers continues to grow and now includes a wide spectrum of offerings.

“At a bar, you eat food, you have a drink, and maybe you watch TV,” he told BusinessWest. “Here at the brewery, Jason and I talk business with you. I don’t want to say that we’re entertaining, but we are engaged. And people are always asking questions — ‘how did you come up with that?’ and ‘what are your ingredients?’ or ‘what malts did you use?’

“Home brewers will come in and ask, ‘what’s your favorite?’” he went on. “It’s very hard to be objective when all of these beers are your babies.”

And that’s essentially how this venture started — two guys, Tsitso and Schwartz, talking about brewing, then doing it, and never stopping when it comes to asking questions, perfecting their craft, and creating more of these ‘babies.’

Elaborating, the two partners said they’ve known each other a long time and that their daughters hung out together. They both developed a thirst for craft beer — Tsitso has always had one, and Schwartz’s developed over time.

“I would say we got him into craft beer four ounces at a time,” Tsitso said of Schwartz, adding that they and other friends would do a lot of tasting over the years, activity that would eventually lead them down that stimulating but challenging path that would take them from tasters to brewers.

“We got tired of waiting in line,” Tsitso said with a laugh, adding that, rather than queuing up for other brewers’ offerings (although they still did some of that, too), they decided to brew their own.

They started attending brew fests, which back then drew both professional and home brewers, and found themselves often mistaken for the former.

“At our first brew fest, we had a logo, we had a brand, we looked like pro brewers,” Schwartz recalled. “We were at a beer fest in Vermont, and people kept asking, ‘where’s your brewery? We want to check out your brewery.’ And we said, ‘we brew out of our garage.’

“And at every brew fest after that, people would enjoy and ask the same thing — ‘where’s your brewery?’” he went on, noting that with those comments as inspiration — and as the pandemic forced brew fests to take a lengthy pause — they eventually went about creating one.

They began with cans and eventually opened their taproom after COVID restrictions were fully lifted in the spring of 2021.

As for beers, they started with … Kick Starter, a beer that would in many ways set the tone for this venture.

“It came about as West Coast IPAs were really popular and New Englands were just getting started,” Tsitso recalled. “Our whole concept with that beer was to create something that was really approachable for non-IPA drinkers, was well-balanced, and really got them into enjoying IPAs and broadening their beer drinking.”

 

Draught Choice

This same thought process has gone into subsequent additions to the portfolio, including Brraaap!, which was created to mark the two-year anniversary of the opening of the taproom; One Hard Lime Seltzer; One Rustic Cranberry Stout; and Spilled Milk Mango, a mango milkshake IPA and another popular seller.

While Tsitso is the head brewer and recipe developer, the two will work together on potential additions to the roster, looking at what might be missing from the lineup and what the next logical new label should be.

The same is essentially true of the broad business plan, said the partners, adding that the goal is sustainable growth and building on the solid base they’ve created.

“One thing we’ve always tried to do is not overextend ourselves and get to the point where we can’t manage it, either from the stress level or it just doesn’t become fun anymore,” Tsitso said. “As we get the bandwidth to expand, we expand.”

Possible avenues for expansion include a larger footprint in the plaza where they’re currently operating, and enhanced distribution, with most of it coming currently at the taproom, with beers on tap in only a few area restaurants.

Moving forward, the partners say they’re looking forward to operating with the nearby shopping plaza rebuilt. Former anchor Armata’s grocery store will not be part of the new mix, as it was destroyed by fire just a few months after they opened in the spring of 2021, but they could already see that it helped drive traffic to their business, and they long for the day when that busy intersection can turn back the clock and become a true destination.

“We’re excited that they’re rebuilding across the street, because that will really enhance traffic,” said Schwartz, adding that the taproom has a solid working relationship with a pizza shop next door and other businesses at that intersection.

Meanwhile, the partners are already drawing visitors from Longmeadow, East Longmeadow, Springfield, Enfield, and well beyond, he went on, noting that craft-beer enthusiasts travel well and are willing to put some miles on the odometer to experience something new and different.

Still, the taproom’s bread and butter is a cadre of regulars who come, as Schwartz noted earlier, not simply to drink beer, but to talk beer and experience beer.

“In the beginning, we bartended Thursday and Friday nights; we alternated every week,” he went on. “And those regulars … we developed relationships with them, talked beer with them, and shared our passion and dream with them. A lot of them come here to drink beer and visit — it’s that kind of atmosphere here.”

All this has made One Way not just a business, although it is certainly that, but also a passion, one that has taken the high road to success and is certainly revved up about what might come next.

Community Spotlight

Community Spotlight

Chris Dunne

Chris Dunne says one of the town’s priorities is to create more housing.

 

‘Diverse.’

That’s the one word Jessye Deane kept coming back to as she talked about Deerfield and its business community.

And with good reason.

Indeed, while this community of just over 5,000 is home to Yankee Candle Village, Historic Deerfield, the Magic Wings Butterfly Conservatory, and other tourist attractions, its economy is quite broad, covering sectors ranging from agriculture to craft brewing (which doubles as a tourist attraction, as we’ll see); manufacturing to retail; restaurants to the arts.

They all come together in a picturesque community that is a true destination, said Deane, executive director of the Franklin County Chamber of Commerce, which also calls Deerfield home. And this diversity is certainly an asset, she added, especially as manufacturing declines in many other communities.

“This diversity is the real strength of the economy of Deerfield,” she told BusinessWest, noting that, while large employers like Yankee Candle are always important, the backbone of the community’s economy is small businesses.

And, as noted, they cover all sectors, from restaurants like Leo’s Table in the community’s small but vibrant downtown to Ames Electrical Consulting, a growing business, soon to move to Greenfield, that specializes in helping manufacturers and even municipalities with efforts to automate facilities and processes.

That list also includes manufacturers like Worthington Assembly, which has become noteworthy not only for the circuit boards it produces for a wide range of clients but for a decidedly different culture, one it describes as ‘humanizing manufacturing’.

The obvious goal moving forward is to continue adding more pieces to this diverse business puzzle, said Chris Dunne, Deerfield’s Planning & Economic Development coordinator, while also making the town even more livable and, well, simply providing more places to live.

Indeed, like most other communities in this region — although not all those in Franklin County, where population loss is a pressing issue  — Deerfield needs more housing, said Dunne, adding that creating more is part of a larger effort to repurpose land and property in what he called the town campus.

“Approximately 45% of Deerfield residents are over age 55, so there is a definite need for senior housing.”

This is a collection of buildings, many of them currently or soon to be town-owned, including the current Town Hall, two churches, and a former elementary school, some of which could likely be converted to senior housing, said Denise Mason, chair of the town’s Planning Board, adding that there is real need in this category, and if it is met, other homes could become available to younger families.

“Approximately 45% of Deerfield residents are over age 55, so there is a definite need for senior housing,” Mason said. “And there is a housing issue across our region, and especially in Deerfield. We’re hoping that by building senior housing — and we’re looking to add approximately 32 units — that would free up some of the other homes, because we do have some older seniors who would like to downsize, but they have no place to move to.”

For this, the latest installment of its Community Spotlight series, BusinessWest turns the lens on Deerfield, where an increasingly vibrant community and ever-changing destination comes into focus.

 

Developing Stories

They are referred to as the ‘1821 Building’ and the ‘1888 Building,’ respectively, because that’s when they opened their doors.

The former is a long-closed church, and the latter is the aforementioned former elementary school that, with the help of a $4 million federal earmark, is being eyed as a replacement for the current town offices, built in the ’50s and now outdated and energy-inefficient.

Wade Bassett

Wade Bassett says Yankee Candle is one of many intriguing draws that have helped transform Deerfield into a true destination.

Transformation of those two historic properties tops the list of municipal initiatives in Deerfield, Dunne and Mason said.

And if town offices can be moved to the renovated school, new uses, perhaps senior housing, could be found for the current Town Hall, which, as noted, is an aging, inefficient structure.

These properties and others sit on what is called the campus, a slice of land, most of it town-owned, between North Main Street and Conway Street that includes several structures, including Town Hall, the 1821 and 1888 buildings, the town’s senior center, a ballfield, and a second church, St. James Roman Catholic Church, and its rectory, which the town may acquire with an eye toward preservation and reuse, perhaps for more senior housing, said Mason, adding that a request for proposals will soon be issued for that property.

As noted, there is real need for this type of housing, said Mason, noting that, if it is created, homes will come on the market, opening the door for more families to move to the community.

Meanwhile, new senior housing on the campus and more young families would provide a boost for the nearby downtown, said Dunne, adding that, while that area is vibrant, there are some ‘infill projects,’ as he called them, to contend with, including a long-vacant Cumberland Farms (a new, much larger one was opened on Route 5).

Other initiatives include ongoing development of a municipal parking lot with EV chargers, one complete with a large amount of green space to counter all the paved surfaces downtown — and a Complete Streets project that include improvements to sidewalks and adding a tree belt to downtown streets.

While there’s a concerted effort to create more housing inventory for those who want to live in Deerfield, there’s already a deep portfolio of attractions for those who want to visit.

“Tree House is driving a lot of traffic to this area, with their beer and with their concerts.”

Yankee Candle has long been the mainstay, and it continues to evolve in this anchor role, said Wade Bassett, director of Sales and Operations at Yankee Candle Village.

But the tourist sector, like the overall economy, is diverse, boasting everything from butterflies to history lessons at Historic Deerfield to the latest draw — craft beer and accompanying events, especially at Tree House Brewery, now occupying the large campus that was once home to publisher Channing Bete.

That campus incudes a concert venue that brings thousands of people to Deerfield for shows, said Dunne, adding that the brewery is working with town officials to increase the limit for attendance so it can bring larger acts to that campus and thus increase the ripple effect.

19th-century building

This 19th-century building is among the properties in the town ‘campus’ being eyed for renovation.

And that effect is already considerable, said Jen Howard, owner of Leo’s Table, a breakfast and lunch restaurant on North Main Street, named after her grandfather, who owned and operated a similar establishment in Fitchburg after returning from military service.

Howard said she explains the name on a regular basis, adding that many guests will ask her male kitchen employee if he is Leo.

Those guests run the gamut, she said, noting that there is a solid core of locals, many of them senior citizens, but many diners are coming on their way to attractions like Yankee Candle, the butterfly conservatory, and, increasingly, Tree House.

“We even see some from the parking lot — people charging their vehicles will come in,” she told BusinessWest, adding that a much larger boost comes from the tourist attractions, which fuel many other hospitality-related businesses.

 

Staying Power

At Yankee Candle, they call it the “golden key.”

That’s the name of a long-standing program, a tradition, really, at the company, whereby one family, or an individual guest, is chosen to receive an actual, and quite large, golden key, which they are required to wear, and which entitles them to enjoy all the many experiences at the Village for free.

Deerfield at a Glance

Year Incorporated: 1677
Population: 5,090
Area: 33.4 square miles
County: Franklin
Residential Tax Rate: $13.85
Commercial Tax Rate: $13.85
Median Household Income: $74,853
Median Family Income: $83,859
Type of Government: Open Town Meeting
Largest Employers: Yankee Candle Co., Pelican Products Inc.
* Latest information available

“They can enjoy Wax Works, they can fill a candy jar, they can get some ice cream at Ben & Jerry’s — it gives a next-level experience to the guest,” said Bassett, adding quickly that the program was designed to engage not only guests, but employees at the Village as well. Indeed, each day a different team member is assigned the task of deciding who, if anyone, is worthy of the golden key, which is awarded for many good reasons, from a 100th birthday to a wedding anniversary to marking one’s final round of chemotherapy.

“Recently, we had two people get engaged in our Black Forest, and one of our employees came back and said, ‘we just had an engagement in our store — why don’t we give them the golden key?” Bassett went on, adding that the program is just one way the Village strives to heighten what is still in most respects a retail experience and take it to the next level.

That level has been raised continuously over the more than 30 years that the Village has been operating, he said, adding that the facility, which is in seemingly constant motion and changing with the holidays and seasons — Easter and April school vacation are next on the schedule, and programs are already being developed — is now part of a broad effort to make Deerfield and all of Franklin County a true destination.

Indeed, like others we spoke with, Bassett said Deerfield has become a regional tourism hub, with a variety of attractions that can broaden a visit from a few hours to an entire day — or even longer.

Tree House has been an important addition to the mix, he told BusinessWest, adding that it is part of a craft-beer trail, if you will, along with Berkshire Brewing nearby in the center of Deerfield. But Tree House has become a much bigger draw with its concerts and other types of events.

“Tree House is driving a lot of traffic to this area, with their beer and with their concerts,” Bassett said, adding that this traffic is finding its way to different stops in the area, including Yankee Candle.

Deane agreed, and said that the goal in Deerfield, and across Franklin County, is to simply “extend the stay.” Elaborating, she said the community has Yankee Candle to bring visitors in, but it also has Tree House, Berkshire Brewing, Historic Deerfield, and other attractions to keep them there for an extended stay — and bring them back again.

 

Banking and Financial Services

Branching Out — Again

Matt Sosik

Matt Sosik says Hometown’s latest acquisition is part of an ongoing initiative to gain needed size and extend the institution’s footprint.

 

Matt Sosik referred to it as a “mutual admiration society.”

That’s how he chose to describe the respect that he developed for the manner in which Kevin Tierney had grown North Shore Bank into a force in that region of the Commonwealth and, likewise, how Tierney respected what Sosik had done with Easthampton-based Hometown Financial Group, using acquisition and organic growth to transform it into a $4.7 billion multi-bank holding company with a reach that extends across Western and Central Mass., the South Shore, and into Northeastern Conn.

This mutual admiration eventually became the catalyst for talks to bring the institutions together, said Sosik, chairman and CEO of Hometown Financial, adding that North Shore will become part of the Hometown family of banks through a merger of Abington Bank, acquired by Hometown in 2019, into North Shore.

The combined bank will have more than $3 billion in assets and 25 full-service retail locations across the Bay State’s North and South Shore regions and Southern New Hampshire. Meanwhile, Hometown will become, with more than $6 billion in assets, one of the largest mutual banks in the country, said Sosik, adding that the merger gives the group more of what banks need in this challenging day and age — size.

“Margins have been falling steadily, and the only way to beat that back and try to win that battle is drive down costs, at least on the average.”

Indeed, when asked what greater size — $6.4 billion in assets compared to $4.7 billion — provides, Sosik started by saying simply, “survival.”

“Margins have been falling steadily, and the only way to beat that back and try to win that battle is drive down costs, at least on the average,” he explained. “So scale is the way to achieve that; when you put more assets under one roof and achieve more efficiencies, you’re driving down per-asset costs, and that’s what this business model tries to attain.

“We want to use that $6.5 billion chassis that’s headquartered in Easthampton to run the back offices of all of our three subsidiary banks,” he went on, listing bankESB, bankHometown in Central Mass., and the soon-to-be-much-larger North Shore Bank. “We can liberate those banks to do what they do best, which is use the power of their local brand in their communities they’re serving and let the shared service model of the holding company do the grungy stuff to produce efficiencies.”

That business model he mentioned has been an aggressive course of acquisitions that makes sense on every level, but especially those involving new opportunities for achieving growth and diversity when it comes to markets and regional vibrancy.

For this issue and its focus on banking & financial services, we take an in-depth look at the latest of these acquisitions for Hometown Financial and what it means for the institution moving forward.

 

Another Transaction of Note

As he talked about Hometown’s latest expansion effort, Sosik broke it down into two parts, essentially.

The first is the merger of North Shore into Hometown Financial Group, and then the merger of two of its subsidiary banks, North Shore and Abington, under the North Shore banner — although the Abington name will live on.

Putting those two institutions together under one roof, if you will, gives Hometown a dynamic presence in the eastern part of the state, which, like Western Mass. — and all corners of the state, for that matter — is a highly competitive region charactized by a strong mix of local, regional, and national banks, Sosik said.

Elaborating, he noted that the joining of Abington and North Shore brings a number of benefits, everything from resolution of succession issues at Abington — long-time President and CEO Andrew Raczka is entering retirement — to needed size and scale for North Shore.

“For North Shore, this makes a lot of sense strategically because they’re going to expand their footprint around Boston, gain market share … all the important things,” Sosik told BusinessWest. “But they’re also sliding underneath this $6.5 million company. They’re going to get to run their bank, and yet they can have their cake and eat it too in the sense that they’ll have access to our shared services and gain the efficiences of a much larger company. The benefits are the same for us — ensuring long-term viability and relevance in a very slim-margin industry.”

Rewinding the tape, Sosik said the talks between him and Tierney began just over a year ago and accelerated over the past few months. The merger was announced early last month, and the transaction is anticipated to close in the second half of this year.

It is the latest of seven strategic mergers for Hometown Financial Group over the past nine years, an aggressive pattern of acquisition that has taken the institition well beyond the 413. Indeed, its reach now extends across most of the state into neighboring Connecticut and New Hampshire.

Recounting those acquisitions, Sosik said they started in June 2015, when Citizens National Bancorp and its subsidiary, Citizens National Bank, merged into bankESB, which was operating at the time under the name Easthampton Savings Bank. In April 2016, Hometown Community Bancorp and its subsidiary, Hometown Community Bank, joined Hometown Financial Group to become the second subsidiary of the holding company; Hometown Community Bank has since changed its name to bankHometown. And in January 2019, Pilgrim Bancorp and its subsidiary, Pilgrim Bank, joined Hometown Financial Group.

Later that year, Abington Bank merged into Pilgrim Bank, with the name of the combined bank changed to Abington Bank, and Millbury Savings Bank merged into bankHometown. In October 2022, Randolph Bancorp and its subsidiary, Envision Bank, merged into Abington Bank, and last month, North Shore Bancorp and its subsidiary, North Shore Bank, announced plans to merge with Abington Bank; at transaction closing, Abington Bank will operate as a division of North Shore Bank.

 

Moves of Interest

This latest merger transforms North Shore into a $3.1 billion powerhouse, one of the largest mutuals in that part of the state, with reach across Eastern Mass., where, again, there are many competitors, size is an all-important asset, and meaningful, organic growth is far more attainable than it is Western Mass., which is typically described as a slow- or no-growth area.

“It’s a very competitive market, but also a very vibrant market,” said Sosik. “When you look at our demographics in the Pioneer Valley, they’re not very impressive; we love that market, and it’s very stable, but it’s not high-growth.

“It’s different in the eastern part of the state,” he went on. “In spite of the depth of the competition, it’s still a great market to be in; there are opportunites for growth.”

From a bigger-picture perspective, this latest merger provides an opportunity to take the stability of Western Mass. and juxtapose it against the “higher highs and lower lows” that define the far more dynamic eastern part of the state, he continued, adding that this diversity of regions and markets is another solid asset for Hometown Financial Group.

It’s an asset most other banks in the region are seeking as well, he said, noting that several banks in Western Mass. are pushing into Connecticut and other regions, and some Connecticut-based banks are moving north.

It’s all a function of gaining access to higher-growth areas and, overall, much-needed size, said Sosik, as he returned once again to the topics of margins — and how they became even smaller in the wake of repeated interest-rate hikes last year — and scale and the importance of attaining it.

“Banks are not built to withstand that kind of pressure,” he said in reference to climbing deposit rates and an inability to increase yields on existing loan portfolios beyond a certain point. “So you’re seeing banks in various degrees of duress becase of that predicament.”

The pace of interest-rate increases has certainly slowed, and rates may even decline somewhat this year, but this will remain a challenging climate for banks of all sizes, he went on, adding that the only course of action is to achieve greater size.

“In a low-margin business of any kind, and banking is certainly right at the top of that list, you have got to grow, or you’re going backward,” he went on. “That’s the nature of the beast. How do you acomplish that growth? We’ve chosen one model, and there are other successful pathways.”

Thus far, this model has chosen to be successful at achieving its various goals — from territorial expansion and regional diversity to much-needed scale.

And Sosik expects this pattern to continue with the acquisition of North Shore Bank.

Franklin County

Blueprinting a Unique Culture

Rafal Dybacki (left) and Neil Scanlon

Rafal Dybacki (left) and Neil Scanlon are focused on continued growth and something they call ‘humanizing manufacturing.’

It’s called “The Pick, Place, Podcast.”

It’s co-produced by Worthington Assembly Inc. (WAi) and a collaborator — and tenant within its space in Deerfield’s industrial park — called CircuitHub, and it’s billed as an electronics show where representatives from the companies, which specialize in circuit-board design and assembly (contract manufacturing), discuss the printed circuit board (PCB) assembly process, offer design tips, and talk to industry guests.

“It’s a unique show — no one else is doing anything quite like this,” WAi principal Neil Scanlon said. “And we have a lot of fun doing it.”

But while proud of their own podcast, Scanlon and Worthington co-owner Rafal Dybacki preferred to talk about a different podcast, called “Uncover the Human,” featuring consultants who talk with guests about … well, how to make the workplace more human.

This has been one of the overriding goals for the two partners since they acquired the company, originally based in Worthington (hence the name) and moved it to Deerfield, and, long story short, they were featured on an episode of “Uncover the Human” just over a year ago.

“It’s a couple of consultants out of Colorado, and they’re trying to find … one way to say it is to peel back the layers and find the good in work and try to make workplaces more human and be not what they are today,” Scanlon said.

“One of our employees is good friends with one of the employees at this consulting company, and they were on a trip together, and our employee was telling her about our culture and how we make decisions. And she kept asking her questions and saying, ‘this doesn’t make any sense,’ and ‘let me try to understand this more.’ She became so fascinated, she said she had to get us on their podcast.”

They told the host what they told BusinessWest — that they take a different approach to hiring and developing employees. It’s an approach hinted at broadly in the headline over the company’s posting on jobsinthevalley.com, which features the two words ‘humanizing manufacturing.’

The two explained what that means.

“We have a flat, decentralized organization,” Scanlon said. “We don’t have supervisors, and everyone works in teams, and the teams work together to deliver quality product to our customers.

“We’re focused on people who are interested in problem solving, learning, and growing,” he went on, adding that part of the team’s culture, as we’ll see, is involving all employees in the work to find people who will make good fits.

Elaborating, Dybacki explained that, after inititial interviews, job candidates will then take what he called a “self-guided tour” of the factory and its various departments, seeing what’s done and asking any questions they might have. By doing this — something that very few, if any, other manufacturers would allow — the applicant gets a sense of not only of the work, but the people he or she will be working alongside.

“We have a flat, decentralized organization. We don’t have supervisors, and everyone works in teams, and the teams work together to deliver quality product to our customers.”

If that candidate is still interested, they begin what Scanlon described as a “three-day working interview,” during which the individual is assigned to work with specific teams. And if they’re still interested, things get taken to the next level — a 30-day working interview.

Overall, this process was blueprinted — there’s that word again — to get the right people on the company’s teams, and a workforce where members are both focused and happy.

For this issue and its focus on Franklin County, BusinessWest talked at length with Scanlon and Dybacki about Worthington Assembly and what’s in their business plan moving forward, but also about humanizing manufacturing and the unique culture they’ve created.

 

Making It Here

The consultants behind the “Uncover the Human” podcast aren’t the only ones interested in talking with these two entrepreneurs lately.

Indeed, Yvonne Hao, secretary of the state’s Executive Office of Economic Development, got them on the phone late last month as part of a larger effort to assess the climate for small businesses in the Commonwealth, especially those in advanced manufacturing, and better understand their issues and concerns.

Scanlon and Dybacki said they talked about a number of things with her, from the millionaire’s tax and how they feel it penalizes S corporations, like Worthington Assembly, to the gross-receipts tax and how it also it also hamstrings small-business owners. They also talked about the company’s culture, said Dybacki, speculating that Hao may have heard the “Uncover the Human” episode.

Whether she did or not, the call is an indication of how the company and how it operates have gained traction and visibility as it continues to grow and evolve — and mark a half-century of working on the cutting edge of circuit-board contract manufacturing.

Indeed, it was back in 1974 when Tom Quinn, the company’s founder, set up shop in his bedroom and soon developed processes for assembling circuit boards, first for a Boston-based client called Cyborg Inc.

The company moved from Quinn’s bedroom to a small barn in Worthington, where it continued a pattern of steady growth. Quinn and his wife, Barbara, sold the operation to Scanlon and Dybacki in 2008 and, seeking larger quarters, more reliable power, and faster internet, moved it to the industrial park in Deerfield a year later.

There, they’ve continued and enhanced the company’s reputation as a contract manufacturer, amassing a deep portfolio of clients, most of them in New England, in sectors ranging from medical-device manufacturing to industrial controls; from HVAC to segments of the automobile industry.

“We essentially build to a blueprint, much like a machine shop builds to a blueprint,” Scanlon explained. “A customer will come to us with a blueprint, and we will build that product for them precisely as that blueprint states.”

WAi does a considerable amount of work with CircuitHub, a designer of circuit boards for customers around the globe, and ships directly to its clients, Dybacki said.

It is one of the few circuit board assemblers in Western Mass., and a relatively small player in a large and extremely competitive sector, where, in this case, the smaller size is a competitive advantage because it comes with flexibility and the ability to handle the smaller orders that the larger players would not even consider, Scanlon explained.

“We handle things at lower volumes, where it’s too much work to send it off the China because the volume isn’t there, and other competitors simply don’t want to get involved with a $4,000 or $5,000 order,” he said, adding that the company can handle orders of a few dozen of an item to several thousand.

 

True Grit

WAi has enjoyed steady growth over the past several years, growing its workforce to 35, said Dybacki, adding that the focus has always been on “finding the right person and getting them in the right seat, and making sure they stay here.”

And this is where we return to the company’s culture and that notion of humanizing manufacturing.

Finding the right people is crucial, Scanlon said, because of the custom nature of the work being done.

“We do so many unique assemblies,” he explained. “On a given day, with this team of 35 people, we might be shipping 10 different assemblies that have in some cases never been built by anyone else. In order to do that, you need really good people that have a thorough understanding of how this works.

“You can’t have memorizers, you can’t have button pushers … our people that work here do the same thing over and over again for an hour, and then they move on to something totally different,” he went on. “They need a unique skill set.”

To find the right people — and then keep them — the company has created a comprehensive hiring, training, and onboarding process, one that secures input not only from those doing the interviewing and hiring, but those who will be working alongside the candidate in question.

It begins with that headline over the job placement and accompanying job description — ‘humanizing manufacturing.’

“This catches their eye, and they read about it, and then a lot of times they’ll reach out to us,” Scanlon said. “The type of person you get doesn’t necessarily have the exact skills you’re looking for, but they have the right attitude and a willingness to learn.

Dybacki concurred, adding, “in a lot of cases, that’s more important than having the needed skills.”

That aforementioned process, including the three-day and 30-day working interviews, includes something called a ‘360 form,’ whereby team members are evaluated by colleagues using core values and successful habits. These are listed with accompanying phraseology, so employees know just what they’re looking for, and ‘scores,’ if you will, ranging from ‘excellent’ to ‘average’ to ‘poor.’

These core values and descriptions provide some real insight into the degree to which the company wants people who are good fits, and how everyone at WAi is involved in finding those fits.

Under the core value ‘humility,’ we find “puts the team first; works well with others; open to change; open to learning; check any arrogance at the door; listens to others. No, really listens.”

Under the core value ‘honesty’ (described as “to be candid, straightforward, and fair”) is written, “our ability to be candid with our teammates is essential for our success; we cannot continuously improve if we aren’t talking about opportunities for improvement.”

Other core values and successful habits include ‘have fun,’ ‘contribute,’ ‘work well with everyone,’ and even ‘grit’ — “we need to always stay focused and push through the hard tasks all day, every day without becoming bored or complacent, and take pride in the simple yet at times difficult tasks.”

“Our teammates here will let you know if you have grit, if you’re able to do this work or not,” Scanlon said. “They’ll know just by the sound of the screwdriver.”

Using tools like the 360 form and a rigorous interviewing and onboarding process — which includes listening to that episode of “Uncover the Human” — the company has managed to successfully hire and maintain a workforce when many in manufacturing, and other sectors as well, are struggling to do so.

And much of it comes down to getting everyone at the company involved in this process.

“People here can’t complain about who they’re working with because they helped choose them and they have the ability to put feedback into a person’s 360,” said Scanlon, adding that, overall, these processes have created an environment where everyone is happy with who they’re working with, and they work together to take the company to the next level.

This is a true blueprint for success and a reason why this company is getting some attention — not just for the circuit boards it produces, but for the culture it has created.

Cover Story

Making His Case

Louie Theros

Louie Theros

 

Louie Theros is a trial lawyer by trade. In fact, his wife has told him on numerous occasions that she has never seen him happier than when he’s in the courtroom trying a case.

He would agree with that assessment wholeheartedly.

“I loved the strategy of it and sitting down with my colleagues and working themes of cases,” he told BusinessWest. “How we were going to deal with the opposite side’s parries, changes in strategy, and how we had to learn and deal with the jury and get them to like us and our case. I loved everything about it.”

But while he’s energized by the various elements of a courtroom fight, he acknowledged that his current challenge is probably the biggest and most intriguing of his career.

Indeed, Theros has seen his most recent career aspiration come to fruition with his appointment as president and chief operating officer of MGM Springfield, succeeding Chris Kelley, who held that role for four challenge-laden years (he arrived not long before the pandemic descended on the region) before departing at the end of 2023.

Prior to his arrival in Springfield, Theros served MGM as vice president, legal counsel, and assistant secretary at MGM Grand Detroit, and then in those same roles for MGM’s Midwest Group, which also included a casino in Ohio. In those various positions, he said he learned all aspects of the casino business, and especially what he called the “human-resources side,” a natural byproduct of working in employment law for 25 years before joining the casino giant and then continuing that type of work.

“I’ve told people here during my first few weeks that I’m sort of a ‘culture person,’” he said. “I’ve been on the human-resources side my entire career, working with a variety of companies, spanning Fortune 10 corporations to single-person entities, and I’ve learned a lot about the human element. So one of my goals here is to drive culture among employees and between our hourlies and our managers.”

“When we designed this … we didn’t design a glass, Vegas-like place; this fits into the community. Corporate-wise, we really felt the vibe of Springfield, and we really paid a lot of attention to this fitting into the community.”

That’s one of many goals he brings with him to MGM Springfield, where he becomes the third president and COO of that facility. He acknowledged that his predecessors, Mike Mathis and then Kelley, had specific assignments.

Mathis’s was to open the facility — a four-year process that ended in August 2018 — and then put it on solid ground. Kelley was then charged with ramping up, he said, adding that this process was complicated by COVID and then dominated by the introduction of sports gambling.

Generalizing, Theros said his assignment is to build on the foundation that’s been laid and simply try to improve on every aspect of the operation, a long list that includes the gross gambling revenue (GGR) generated at the facility, the entertainment shows at various venues, and the broad impact MGM Springfield has on the surrounding South End area and the region in general.

There are already some items on his to-do list — reactivating the former church that was home to a Kringle Candle outlet but has been vacant for several years, energizing the hotel’s spa, and adding to the entertainment calendar, for example — but mostly, at this early stage, he’s still watching, learning, getting to know the region, and, overall, setting the bar higher for the casino complex.

casino complex

As Louie Theros takes the helm at MGM, he senses growing momentum, both at the casino complex and in Springfield’s South End.
(Photo by Jose Figueroa)

“This should be the best that Springfield has to offer — we have the resources to have the best steakhouse, the best Italian restaurant, the best food court, the best experience for someone who’s looking for something exciting to do on any night of the week,” he said, adding that, in most respects, the casino is already there, and with the others, it’s his job to get it there.

For this issue, BusinessWest talked at length with Theros about everything from the path he took to Springfield to what he wants to do with this opportunity to oversee his own casino.

 

Odds Are…

Theros is certainly no stranger to Springfield and its casino. Indeed, he came here during the pandemic to help prepare the facility for its reopening and was also part of the large team that opened the facility five and half years ago.

“I spent two weeks here then,” he said, gaining during that brief stint an appreciation for the property, what it meant to Springfield and the region, and the role it would play in helping to transform that section of the city.

“I’ve always loved this building,” he said, adding that his affection reflects both what the property is and what it isn’t. “When we designed this … we didn’t design a glass, Vegas-like place; this fits into the community. Corporate-wise, we really felt the vibe of Springfield, and we really paid a lot of attention to this fitting into the community.”

Overall, his role is to continually improve that ‘fit,’ and to build on a general sense of momentum at both the casino and the area surrounding it, punctuated by everything from solid GGR numbers to the recent naming of a preferred developer — Chicago-based McCaffrey Interests Inc. — for three properties across Main Street from the casino that have long been vacant or mostly vacant and in most ways eyesores.

Theros, who officially took the helm on Jan. 2, navigated a winding and somewhat unusual path to casino management.

He graduated from Vanderbilt University Law School in 1989, returned to Michigan, where he grew up, and soon thereafter began practicing civil-rights law on the defense side, handling human-resources and labor issues for clients of all sizes, including, eventually, MGM Resorts, which had opened a casino in Detroit in July 1999.

He handled work for the company for several years before joining MGM as one of its in-house lawyers in 2015, eventually becoming vice president, legal counsel, and assistant secretary, first for the Detroit casino and then for the Midwest Group.

Prior to joining MGM, though, he served on the board of the Detroit-based law firm he was with, Butzel Long, getting a taste, as he put it, of operating a large business.

“This was an $80 million to $90 million law firm at that time, and now, it’s much bigger,” he noted. “I really like operations, and I always have.”

Indeed, he said that, from the days he would bus tables for some of the Greek restaurant owners in town who counted his parents as their accountants, he’s always had a fascination for the operational side of companies and knowing and understanding every facet of a business.

“People have put their trust in me to lead this organization and lead this property into the future, and I really feel privileged to do this.”

And this fascination continued with MGM’s Detroit casino, he said, adding that he chose to stick his nose, as he put it, in places generally not frequented by in-house lawyers.

“I was very deliberate in educating myself about all aspects of a casino during my eight-plus years in Detroit,” he told BusinessWest. “I spent a lot of time socializing, whether it was having a cup of coffee with someone from table games or the slots department. And the food and beverage leader and VP of Hospitality were right next door to my office, so I spent a lot of time talking about that aspect of the business.”

And many others as well, he went on, adding that, as he acquired this broad base of knowledge, he arrived at a place where he believed himself ready to lead his own casino. He applied for such a role at MGM’s Ohio facility, and while he didn’t get the job, he said he certainly sharpened his teeth through the lengthy interview process and then “did some more learning.”

And when Kelley, with whom he worked at MGM’s Detroit casino, announced he was leaving his role in Springfield late last year, Theros applied again, and this time won the position. It’s a role, and a challenge, that he embraces.

Springfield’s newest gaming option: sports betting.

One of Louis Theros’s challenges will be to build on MGM Springfield’s newest gaming option: sports betting.

“People have put their trust in me to lead this organization and lead this property into the future, and I really feel privileged to do this,” he said. “I would most likely have run my law firm if I had stayed there, if I had not come to MGM — I was one of the top two or three people running the firm when I was there — and I’ve always felt the desire to lead some organization, and when I got to MGM and learned the business and got more involved in it, a few years in, I said to myself, ‘I know I can do this.’ I’m honored that they picked me to do this.”

 

Betting on Himself

When asked to informally write his own job description for the president and COO of MGM Springfield, Theros said there are two sides to that equation — internal and external.

With the former, he said his job is to set a positive tone for the staff, something he believes comes naturally. “I’ve always been a ‘set a positive tone at the top’ person,” he said. “And I would never ask my employees to do something I would not do, and I expect my leaders to set that same tone.

“And I want people to feel, as I do, that this is an absolutely fantastic place to work — I love coming to work every day,” he went on. “So, my job is to come in, make sure our employees like coming here and treat everyone with respect, and make sure they have an opportunity, much like I’ve had, to move up in the company.”

On the external side of the equation, he said his job description involves creating an experience for the guest and prompting them to put MGM Springfield top of mind when it comes to gatherings and ways to celebrate occasions and milestones in their lives — or just or a random Saturday evening.

“When they’re thinking of a special event — an anniversary, a birthday party, whatever it is — we want them thinking, ‘we should go to MGM Springfield because it’s a wonderful place to go, we get great service, and we could get great food.’ My job is to deliver that.”

Theros said it’s also his job to get involved in the community, and to inspire others to get involved as well.

Overall, he’s encouraged by what he sees, both at his casino and in the community, citing everything from apparent progress on the properties across Main Street, including the Clocktower Building and the Colonial Block, and the rapid leasing of the apartments in the revitalized former Court Square Hotel (a project MGM has taken part in), which is a source of pride but also some frustration for Theros, who has been looking for a place a live.

“At 31 Elm, they have 74 units; they rented them all in 30 days,” he said. “I couldn’t find a place, even across the street. That’s fantastic; that shows me that the city and the surrounding area are really robust.”

Theros’s personal car didn’t arrive in Springfield until late last month, but he made use of the casino’s limo to visit various communities in the region — and even one of his competitors — while also walking to events ranging from a few Thunderbirds games to Red Sox Winter Weekend at the MassMutual Center.

“At 31 Elm, they have 74 units; they rented them all in 30 days. I couldn’t find a place, even across the street. That’s fantastic; that shows me that the city and the surrounding area is really robust.”

Returning to his casino property and the multi-faceted operation there, Theros said that, to date, he’s mostly been observing and making notes as he compiles a more comprehensive to-do list. He stressed that the operation is maturing and reaching, if not exceeding, many of the expectations the city and region had when the casino opened to considerable fanfare on that hot August day in 2018.

“Chris [Kelley] has gotten us to a nice place; the whole team has,” he told BusinessWest. “My goal, quite simply, is to build on that.”

 

Bottom Line

When asked what he’d rather be doing — trying a case or managing a casino — Theros paused briefly before answering.

“For pure adrenaline, trying a lawsuit, trying a case in front of a jury — that’s an adrenaline rush,” he said. “When someone high-fives you after you’ve cross-examined someone — I had one of my associates do that — that’s a big rush.

“For personal satisfaction, though, it’s running a casino,” he went on. “I have more direct impact on an outcome here than I do at a trial because the jury is the arbiter at the end of the day.”

Still, he’s hoping to create something approaching those cross-examination rushes at the casino on Main Street as he takes on what he called the “cherry on the top of his career,” and an opportunity to really make a case for MGM Springfield.

Special Coverage Technology

Current Events

Randy Ames

Randy Ames says robotics will be the main focus of the next chapter in the intriguing Ames story.

 

As he talked with BusinessWest, Randy Ames gestured out the window of his tiny office to the traffic on Greenfield Street just a few dozen feet away.

He guessed that several thousand cars pass that spot every day, and further speculated that few, if any, of those travelers would have any idea at all what goes on inside the small, nondescript building that has been home to his business for the past 15 years.

That’s a pretty safe bet, actually. In fact, it’s easy to drive right by Ames Electrical Consulting without knowing it’s there. And soon, it won’t be there.

Indeed, as he talked, Ames noted that he was in the very early stages of packing up for a move to much larger quarters in Greenfield Industrial Park, just a few miles away. That move is a big part of an exciting next chapter in one of the more intriguing, and still evolving, business stories in Franklin County.

The first chapter saw Ames abandon a career, if it could be called that, as a chef — because he needed something more financially rewarding as he started a family — and enroll in an electrical engineering technology program at Springfield Technical Community College.

“Manufacturers can’t find people to work — and it’s not just manufacturers, it’s everyone.”

The next chapters would see him put that degree to work in jobs for several different companies in the region — from Elm Electrical in Westfield to Kellogg Brush in Easthampton — while also earning a degree in electrical engineering at Wentworth Institute of Technology in Boston on weekends (“three years of Saturdays,” as he called it), and also doing a little of what he described as “moonlighting.”

Specifically, he was developing and installing systems to help businesses automate various operations and processes.

Eventually, and with some real incentive after he was pink-slipped by a downsizing Kellogg Brush, his work with automation evolved from moonlighting into a risk-laden entrepreneurial venture, one that somehow managed to survive the Great Recession of 2008 and 2009, when OEMs that made the equipment he installs all but shut down.

Today, Ames boasts clients in a wide range of sectors, from breweries to plastics; food and beverage to paper; recreation (think ski lifts) to municipal water and wastewater facilities. Indeed, the company designs electrical hardware and software control systems for companies that make everything from golf balls to Play-Doh to ketchup bottles.

“We’re the automation guys,” Ames said simply, adding that, over the years, the company has enjoyed steady growth while expanding and diversifying its portfolio of customers, which it provides with turnkey operations.

The next chapter for Ames, and a big reason behind its move to larger quarters, involves the growing, ever-changing world of robotics.

The company has become New England’s only authorized distributor and integrator of NACHI Robotics Systems, said Ames, adding that, as manufacturers and machine shops across the region and throughout the Northeast continue to struggle to attract and retain employees, more of these companies are increasingly looking to robots and cobots (‘collaborative robots’ that work together with people) as a solution.

NACHI Robot Roundup

Randy Ames, center, and a large delegation of local, state, and business leaders gathered at the company’s facility in Deerfield last summer for the NACHI Robot Roundup.

“Manufacturers can’t find people to work — and it’s not just manufacturers, it’s everyone,” said Ames, adding that his company is now primed and well-positioned to take full advantage of this technology and what it can do for companies.

It was this next chapter and what it might it might mean for the company and the region that drew business leaders and elected officials — more people than had come to his door in decades — to the office on Greenfield Street last summer for what was dubbed the NACHI Robot Roundup.

At that gathering, attendees got a good look into the future — of manufacturing, Ames Electrical, and, in many respects, the region.

For this issue and its focus on Franklin County, BusinessWest takes an in-depth look at Ames and what comes next for a company where success hasn’t come automatically, but through entrepreneurial energy and a willingness to keep current — figuratively, but also quite literally.

 

Watt’s Happening?

Ames joked early and often about the acronyms that dominate his business.

There are many of them — from PLCs (programmable logic controls), which are small devices, “the heart of automation,” as Ames called them, that can be programmed to turn things on and off; to HMIs (human-machine interfaces), the operators’ touchscreens; and even RAT (remote access technology), which provides a secure, cloud-based IT network that allows Ames to access remote locations and control machines with just a few clicks.

These acronyms come together in an industry, and a business, that has emerged, grown, and evolved over the past four decades, and continues to do so.

As noted earlier, Ames was a chef before enrolling at STCC and then working at Elm Electrical and then Kellogg Brush and eventually starting that moonlighting with automated systems.

He started in 1992 at Yankee Candle as it was opening its village in South Deerfield, specifically with developing, building, and programming ‘Santa’s toy machine,’ which made it appear that toys were going into a huge box in pieces and coming out as finished products.

“Part of it was to make it sort of this Willy Wonka/Rube Goldberg machine-looking mechanical contraption,” he recalled, adding that he worked with Yankee Candle founder Michael Kittredge on the project. “He said, ‘I want it to do this … I want this valve to make this thing spin, and all these lights to blink, the conveyer to run, to turn the snow on and off in the windows outside, etc.’ I’ll bet there were 25-foot-diameter gears on the wall with little motors that I had to make run.”

From there, Ames worked with several other moonlighting customers offering their own versions of ‘I want it to do this.’ Those experiences provided him with the confidence to go into business for himself in the spring of 1992 when he was laid off from Kellogg Brush as it was downsizing.

“I made four phone calls that day, and three people called me back,” he said, adding that one of them was Hillside Plastics in nearby Turners Falls, which would go on to be a steady customer.

He initially operated out of his house in Montague, working there during the day and then for OEM Kingsbury Corp. in New Hampshire at night, before focusing exclusively on his own work.

Over the past 30 years, the company has survived disruptive forces ranging from the Great Recession, when the phone stopped ringing and he started thinking about returning to work as a chef, to the pandemic, and thrived mostly by growing and diversifying its portfolio of customers while developing strong partnerships with both those clients and the makers of the equipment it installs.

Elaborating, Ames said the company takes a collaborative approach to what amounts to finding solutions for a client, whether it’s a manufacturer looking to automate a production process or a municipality operating its wastewater treatment plant.

He said the phone started ringing again in 2011, and with few exceptions, it hasn’t stopped ringing since, with customers finding Ames mostly through its vendors and all-important word-of-mouth from existing clients. Along the way, it has developed a niche — mostly smaller systems — and a reputation for being able to move quickly and nimbly, separating it from its much larger competitors.

Most of its customers are along the I-91 corridor in Western Mass., but it has also expanded into the North Shore, the Worcester area, and other parts of New England.

This expansion process may be accelerated by the partnership with NACHI Robotic Systems, Ames said, noting that a growing number of companies, including machine shops, are looking to robots as their workforce challenges mount.

“Manufacturers are tired of the revolving door,” he explained. “They bring someone in, they train them for a week, and then they’re gone. So, increasingly, they’re looking at robots.”

Indeed, he said he’s taking calls from potential customers ranging from bakeries to machine shops exploring the possibility of using robots to handle some of the work currently carried out by people.

Elaborating, Ames said he’s given two quotes to machine shops for robots that can handle what’s known as ‘machine tending,’ yielding yet another acronym (MT). And as he talked, he played a video of a NACHI robot picking and placing parts and putting them into a chuck on a computer numerical control system.

“This machine costs $92,000 — it comes with a cart and a robot,” he told BusinessWest. “If you can keep loading that, it will work all day and all night long; we just quoted one company where the ROI on one of these was three months.”

The company hasn’t installed any robotic systems yet, but Ames said the pace of phone calls inquiring about the equipment and what it can do has certainly picked up over the past several months. And he expects that call volume to only increase as workforce issues across all sectors continue.

 

Wired for Growth

Returning to the matter of that Willy Wonka/Rube Goldberg contraption he developed for Yankee Candle, Ames said that Michael Kittredge, who passed away in 2019, told him years ago that someone from the Smithsonian Institution called, saying they would be very interested in putting it on display once Yankee Candle was done with it.

Unfortunately, the toy machine had been taken down and dismantled by that time, Ames went on, adding that he never thought about his work winding up in the Smithsonian one day.

Instead, he’d gladly settle for satisfied customers and continued growth of the business he started from scratch and developed into something that has remained on the cutting edge of an emerging sector.

You certainly can’t see any of that driving past the company’s soon-to-be-former home on Greenfield Street, and that’s part of this engaging story — one with some intriguing chapters still to come.

Features

Concrete Example

It’s called the Justice40 Initiative, also known as Section 223 of Executive Order 14008, “Tackling the Climate Crisis at Home and Abroad.”

It was issued by President Biden his first week in office back in 2021, and it directs 40% (hence the name) of the overall benefits of certain federal investments — including those in clean energy and energy efficiency, clean transit, affordable and sustainable housing, training and workforce development, and more — to flow to disadvantaged communities.

Holyoke still fits that description, and the fact that it does is one of many factors that has brought Sublime Systems, the Somerville-based startup that manufactures what it calls “low-carbon cement,” to the Paper City in an ambitious, $150 million venture that brings the city’s past, present, and future together.

Specifically, Sublime, guided by the Justice40 Initiative tools, its pending application for funding to the Department of Energy’s Office of Clean Energy Demonstrations, and other factors, including accessibility to abundant renewable energy (hydropower), eventually settled on a 14-acre sliver of land, an island in some respects, that lies between the city’s lower canal and the Connecticut River to scale up its operation.

There, the company expects to break ground in early 2025 on a plant that will produce 30,000 tons of cement that is much kinder to the planet than the products that have been produced to date. The application to OCED is for funds for accelerated construction of this facility, and the program in question is one of many covered by Justice40.

“Sublime ultimately selected Holyoke because of the dual opportunity to help local people in the near term while working toward swift and massive impact on global CO2 emissions,” said Erin Glabets, Sublime’s head of Communications, as she summed up the company’s mission — and decision to take its next critical step in Holyoke — in succinct fashion.

Launched from research at the Massachusetts Institute of Technology, the company was founded by Leah Ellis and Yet-Ming Chiang to essentially revolutionize cement production.

“Sublime ultimately selected Holyoke because of the dual opportunity to help local people in the near term while working toward swift and massive impact on global CO2 emissions.”

While doing that, it has become part of an exciting new era in manufacturing in the nation’s first planned industrial city, one focused on green manufacturing and green energy.

Indeed, while Sublime is an environmental story and part of what Gov. Maura Healey calls the ‘climate curtain’ taking shape in the Commonwealth, it is also an economic-development story and an example of the kind of company Holyoke is trying to attract with its strong blend of clean, lower-cost hydroelectric energy; large inventory of old mill space; and accessible location off several major highways.

“Sublime Systems’ low-carbon cement manufacturing project is not just a business development — it is a major stride towards the Holyoke we envision — innovative, prosperous, enterprising, and future-oriented,” Holyoke Mayor Joshua Garcia said. “By supporting this initiative, we are fostering a new paradigm where economic growth and the health of our planet are seen as interconnected and interdependent, not separate or mutually exclusive.”

 

Cleaner and Greener

As noted, this is a story with many elements, both figuratively and literally, the most obvious being a fundamental change in not only how cement is produced, but how such production impacts the environment.

“The founders wanted to de-carbonize cement,” Glabets said. “Cement is a huge emitter, a high-polluting industry just as a function of how it’s made, and it’s been made the same way for about 200 years — by taking limestone, a mineral that is half carbon dioxide by weight, and breaking that down into reactive ingredients.

“When you break it down, all that CO2 gets released into the air,” she went on. “And the way you break it down is with a very high heat process — a fossil-fuel kiln that needs to reach about 1,400 degrees Celsius. All that contributes to very high carbon emissions for the industry.”

Sublime takes a much cleaner and greener approach, using an electrochemical process that can turn abundantly available non-carbonate rocks and centuries of industrial waste that don’t release CO2 when they are decomposed into cement at ambient temperature — eliminating the need for fossil fuels entirely.

“We can use minerals that don’t have CO2 in them, so there’s no emission on that side,” she explained. “And we can do it at low heat and with a fully electrified process, so there’s no emissions there, either. So the cement has the same chemical makeup as the old stuff, as the more polluting, Portland cement, as it’s called, and it can be used in concrete the same way.”

The company has taken production to a pilot level — about 250 tons per year — in Somerville, Glabets said, adding that the next step is essentially scaling up. And that’s where Holyoke becomes a huge part of the story.

Elaborating, she said most cement plants currently operating in this company produce 1 million tons per year. Sublime wants to someday get to that level of production, but in the meantime, it will take the incremental, or intermediate, step of creating what could be called a demonstration facility.

As it commenced a search for where to build that facility, the company considered a number of factors. For starters, she said the company wanted to be close to sources of raw materials, and also close to its headquarters in Somerville. Meanwhile, it would require a large footprint on which to build, and sites of the size eventually found in Holyoke, about 14 acres, are becoming increasingly difficult to locate.

Other ingredients include accessibility, an ample supply of customers within a short distance of the demonstration facility, as well as a community that would welcome such a large-scale industrial manufacturing facility and had the zoning and permitting for it, she went on, adding that not all cities and towns are welcoming.

And then, there’s the company’s desire for clean energy to power that plant.

“Because what we do is meant to be as green as possible, powering our electrical process with renewables is really important,” she told BusinessWest. “So finding a place with a really green grid was at the top of our list.”

As was a desire to address some of the goals of the Justice40 Initiative, said Pat Beaudry, a Holyoke native now serving as the company’s Project Development manager.

He described his recent work as a “reality check” to determine if Sublime’s facility was something Holyoke residents really wanted and needed in their community. After months of meeting with various constituencies, including residents, officials, nonprofits, labor, and economic-development agencies, he said the answer to that question was a resounding ‘yes’ — for many reasons, he said, but especially a desire to write a new and exciting chapter in the city’s long and distinguished industrial history.

“Even though a lot of people in the city don’t have a direct history of working in the paper mills, they grew up hearing stories from their parents about what it looked like then and the opportunities that abounded downtown,” Beaudry told BusinessWest. “And I think people are ready to go back to the future with a cutting-edge industry.”

 

Rising Interest

There were a few other options to consider for locating the plant, Glabets said, but Holyoke’s assets, overlaid with the guidelines of Justice40 Initiative, steered the company to the Water Street site, which was home to a series of paper mills that were consolidated over time but had been dormant for several years and were eventually demolished.

Construction, as noted, is expected to begin in early 2025, with the plant coming online in 2026. The cement it produces will be an in-demand item, she noted, adding that end users, be they municipalities or private businesses, are increasingly looking to incorporate green building materials in their projects, thus reducing their overall carbon footprint and what are known as scope 3 emissions, indirect greenhouse-gas emissions that occur in an organization’s value chain.

“Many large companies are working to reduce those scope 3 emissions. And when building a new facility, whether it’s a large data warehouse or something to house any sort of operation, if they can build that facility in very a low-carbon way, that’s one way to accomplish that goal,” Glabets said.

She added that Sublime is already seeing solid interest from large infrastructure owners and end companies that fall into that category.

“Because today’s cement is so high-emitting — for every ton of cement made, a ton of CO2 gets released — this is a very effective lever for reducing those emissions.”

Cover Story

Goal Oriented

 

Sean Dolan, general manager of the MassMutual Center

Sean Dolan, general manager of the MassMutual Center

 

Jeff Smith acknowledged that, at this time of year, he’s certainly plugged into the NCAA Division 1 hockey rankings, standings, and something called … bracketology, a science of sorts whereby an analyst, starting several weeks in advance, projects which teams will wind up in the season-ending tournament and where they will play.

Most of his attention is focused on UMass Amherst — he’s the school’s deputy athletic director for External Operations — which has been a regular in the tournament the past several years and won the national championship in 2021. But he’s also looking at how the tournament brackets will shake out and what the competition might be.

This year, however, he’s watching things even more closely, because there is much more at stake than where the Minutemen might play and whom — although that’s still top of mind, obviously.

Indeed, it was Smith who went to his boss several years ago with the idea of the university, working in tandem with the MassMutual Center and American International College, co-hosting one of the tournament’s regional slate of games.

Long story short — we’ll go back and fill in some of the details later — the three parties submitted a bid in early 2020 to host a regional round in 2023, 2024, and 2025, and the NCAA awarded Springfield one for 2024 — specifically, three games to be played later this month that will determine which team will punch their ticket for the Frozen Four, to be played in St. Paul, Minn.

Which brings us back to bracketology.

Smith and other organizers of this regional are watching closely to see which teams might be coming to downtown Springfield. UMass Amherst is very likely to be one of them — the team was ranked in the top 10 as of this writing and stood a good chance of winning either one of the 10 at-large bids or the automatic bid that comes with the Hockey East crown (it was in fourth place as the regular season was winding down). And if UMass is in the tournament field, he said, it will play in Springfield because it’s a host and the MassMutual Center is not its home rink.

Jeff Smith

Jeff Smith

“I think Western Mass. has become this 413 hockey hotbed right now.”

As for the others, quality hockey is assured, but another team or even two from the Northeast would be ideal, said Sean Dolan, general manager of the MassMutual Center, who described this venture as a financial risk for its partners, but one that those involved consider well worth taking.

“There’s financial risk here — there’s a guarantee that goes to the NCAA, and your finances need to be covered,” he said, adding quickly that several thousand tickets have already been sold, well in advance of Selection Sunday, and almost 1,000 hotel rooms have been blocked off for the NCAA, the teams, their fans, their bands, television crews, referees, and more.

The decision to bid for the D1 hockey regional is part of a broader effort to bring more sporting events of this nature to the MassMutual Center, a facility owned by the state and managed by MGM Springfield.

Indeed, bids have been submitted for D2 basketball (men’s and women’s), D2 and D3 wrestling, D2 and D3 volleyball, and additional D1 hockey regionals, he said, adding that, while word is awaited on those bids, it’s very likely that this spring’s regional will the first of many collegiate sporting events coming to the facility.

Jessica Chapin, director of Athletics at AIC, another partner in this venture who’s also watching bracketology closely, agreed. She noted that AIC, which has played in the tournament in recent years, is experiencing an injury-plagued season and is unlikely to be in the field of 16. And if it did win the Atlantic Hockey conference title, it could not play in Springfield because the MassMutual Center is the Yellowjackets’ home rink.

But AIC is sharing in the risk of hosting this regional, she said, adding that, like all those involved, she’s crossing her fingers on the draw and expecting a strong showing and more collegiate sporting events in the future.

“We’re super excited to hopefully have a team from down the Mass Pike,” she said. “Hopefully, that will be the top seed in our building, and that will help drive attendance to this event and make it great for not only AIC, but Springfield and the greater community.”

Mary Kay Wydra, president of the Greater Springfield Convention and Visitors Bureau, concurred, noting that the event should provide a real boost for the region’s tourism and hospitality sector, especially coming at an otherwise slow time of year she described as “our traditional mud season.”

“We’ve run the preliminary, and I’m stressing preliminary, economic-impact calculation, and, based on the current information available, the result is a little over $1 million for our local economy,” she said. “Of course, that number could vary up or down slightly depending on which teams participate, how far their fans will travel, how big their fan base is, and even the weather that weekend.”

“You have a community that’s really invested in hockey, and we will bring some the nation’s best talent to Springfield.”

Those comments certainly explain the interest in bracketology and the risks involved with this venture, which, overall, is seen as an opportunity to spotlight the emergence of hockey in this region and provide a boost to both its prominent arena and the entire hospitality sector.

 

New Gains

For those not familiar with the Division 1 hockey tournament, it’s very much like the better-known basketball event known as March Madness, only on a much smaller scale.

Indeed, while there are more than 330 Division 1 basketball teams spread across 33 conferences, each with its own automatic bid to the tournament, D1 hockey features roughly 60 teams in just six conferences, with teams mostly in the Northeast and Midwest.

Sixteen teams make the tournament, and deciding where they play can be a complicated process. Indeed, the selection committee likes to keep teams relatively close to home, for many obvious reasons, but there are competing forces, including the dominance of Hockey East, which could have three number-one seeds, requiring at least one of them to travel. Also, the committee tries to avoid teams from the same conference playing in the first round. And, yes, UMass being a host, guaranteeing it a spot in Springfield, complicates things even further.

There’s still three weeks for the brackets to be worked out, and local organizers will certainly be watching. But they’re expecting the event to sell and anticipating that the risk they’re taking will pay off — for Springfield, the region, the MassMutual Center, area businesses, and more.

The Frozen Four games are now played annually in cities and rinks with NHL teams, said Smith, adding that the regionals are usually played in smaller arenas, typically those that are home to American Hockey League teams — like the MassMutual Center, home to the Thunderbirds, a franchise that has seen success on and off the ice under the direction of President Nate Costa.

That success, coupled with the emergence of UMass Amherst and AIC as true hockey powers, is one of several motivating factors for bidding on the D1 hockey regional, said Smith and Dolan, who knew each other from when Dolan worked at the Mullins Center on the UMass campus, adding that a hockey regional is one way to build off that momentum.

Mary Kay Wydra

Mary Kay Wydra

“The NCAA has blocked 940 rooms in our area, which is significant for a late March weekend that coincides with the Easter holiday.”

“I think Western Mass. has become this 413 hockey hotbed right now,” said Smith, citing the success of AIC, UMass Amherst, and the T-Birds. “That’s kind of cool, and hosting a regional is a way to promote that and celebrate it.”

Dolan agreed, noting that bidding for the D1 hockey regional is part of a larger effort to bring more sporting events to the region and, overall, fill more dates at the MassMutual Center.

For many years, Springfield hosted a D2 basketball regional, he recalled, and even a D1 basketball regional in the ’70s when that tournament was much smaller. But there has been little in recent years beyond the the Hall of Fame Classic games each fall.

Dolan said Las Vegas has landed a number of collegiate and professional sporting events in recent years (it just hosted the Super Bowl, for example), and those at MGM Springfield and the MassMutual Center conferred with their partners in Vegas about how to bring similar events to Springfield.

At the same time, talks between those at the facility and UMass, and then AIC, about hosting D1 hockey picked up in intensity. The bid was submitted just prior to COVID in 2020, and word was received that Springfield had been awarded one of the regionals for 2024 that October.

And, as noted earlier, it was just the first of many bids to be submitted, said Dolan, adding that sporting events of this nature are advantageous for many reasons. They bring people to Western Mass. from outside the region, thus giving it some exposure while also filling hotel rooms and restaurants. They also bring energy to the downtown for several days at a time.

“Our goal is to have Springfield host an NCAA championship every year,” he told BusinessWest, “so that this becomes something that we all, as community members, can anticipate. The sport will change by the year, but we want to have something each year.”

 

Icing on the Cake

When asked what to expect over those three days in late March, those we spoke with said there will certainly be some quality hockey on tap.

After that … well, much depends on how this bracket comes together.

One recent bit of bracketology, from Feb. 21, had UMass Amherst, Boston University, Denver, and Cornell coming to the MassMutual Center; that’s three teams from the Northeast and one from 2,000 miles away.

But other factors will play into this equation as well, everything from the weather to the fact that this will be Easter weekend (in making their bid, the local partners specifically bid for games to be played on Thursday and Saturday, rather than Friday and Sunday, to avoid playing on Easter).

Advance ticket sales, as noted, have been solid, Dolan said, adding that the brackets will not be announced until the Sunday before the games start. Most tickets will be sold after Selection Sunday, he explained, but organizers will push for advanced sales, emphasizing the quality of the hockey and the fact that Springfield hasn’t seen anything quite like this before.

“The NCAA has blocked 940 rooms in our area, which is significant for a late March weekend that coincides with the Easter holiday,” Wydra said. “So this figure is a very good indicator of the likely impact on our accommodations sector. It’s a little tougher to predict the overall room demand without knowing which teams will make it into the regional tournament. Some fanbases are very engaged and will follow their teams more enthusiastically than others, and of course distance is a factor, but we’re certainly expecting the room demand to be high.”

Having the Minutemen, which have been averaging more than 5,000 fans per game this year and have drawn as many as 8,000 to some tilts, including one against Michigan, will be huge, but other teams are expected to travel well.

When asked how they will measure success, those involved said there will be several yardsticks, including everything from ticket sales to how well those attending the games support downtown businesses.

And the results may ultimately play into how well the three partners fare as they vie for other regionals — bids have been submitted for 2026, 2027, and 2028.

“We’re planning on having a lot of success with this,” Smith said. “And it would be great to have it where every few years we have this in our backyard.”

Chapin, a member of the BusinessWest 40 Under Forty class of 2023, agreed.

“You have a community that’s really invested in hockey, and we will bring some the nation’s best talent to Springfield,” she said. “So I expect near-sellout crowds for the event.”

Added Wydra, “we’re sure the NCAA will be looking at how Springfield measures up to the other regional tournament locations,” which include Providence, R.I., Maryland Heights, Mo., and Sioux Falls, S.D.

“Here, our attention will be focused on the hotel-occupancy data, ticket sales for the games, attendance at area attractions, and dining volume at local restaurants. We expect to see a busy downtown in late March, with foot traffic on the street, and our enthusiasm for this event is high.”

Now, they’re just waiting for the puck to drop.

Community Spotlight Special Coverage

Community Spotlight

Mayor Joshua Garcia, left, and Aaron Vega

Mayor Joshua Garcia, left, and Aaron Vega can list intriguing signs of progress on many fronts in Holyoke, especially in efforts to attract ‘clean tech’ ventures.

 

As he talked about Holyoke and its many marketable assets, Mayor Joshua Garcia listed everything from its location — on I-91 and right off a turnpike exit — to its still-large inventory of old mill space and a few available building lots, to its “green, clean, and comparatively cheap” hydroelectric energy.

And all of these assets, and especially that clean, cheap energy, came into play as the city courted and successfully landed Sublime Systems, a startup currently based in Somerville that has developed a fossil-fuel-free, low-carbon cement, and will produce it at a long-dormant parcel off Water Street, perhaps by the end of 2026, employing more than 70 people.

Sublime is exemplary not only of how to maximize the city’s assets, but also of the type of business the city is trying to attract — those in ‘clean’ or ‘green’ technology and manufacturing.

“Sublime is an example of where we want to go,” said Aaron Vega, director of the city’s Office of Planning and Economic Development. “We want to stress our roots in manufacturing and innovation, and now that encompasses clean energy and green tech.”

The pending arrival of Sublime Systems is just one of the many intriguing story lines involving Holyoke. Others include the announcement last month that the city, working with local entrepreneur Cesar Ruiz, is trying to advance plans for an Olympic-style sports complex (one with a projected $40 million to $60 million price tag); new housing proposals in various stages of development; a steady stream of new entrepreneurial ventures fueled by EforAll/EparaTodos; ongoing efforts to revitalize the historic Victory Theatre; and many converging stories involving the city’s cannabis cluster.

One of them concerns contraction of that sector, planned businesses simply not getting off the ground, and the resulting impact on commercial real estate in the city and especially a number of those aforementioned former mill buildings.

“Housing is a focus for us, and it’s tied to economic development. We can bring a fair amount of support to developers who want to do housing projects in the city, but it is a long game, and it’s expensive.”

As many as a dozen of them were acquired with the intention of housing a dispensary or growing facility, but the slowing of the initial ‘green wave’ has left these new owners — all of whom bought high, when the market was red hot, and some of whom have already invested in their structures — looking for buyers and other uses.

And, in many cases, they’re dialing Vega’s number and looking for help, or at least some guidance.

“A lot of people think my office is like a broker … but we’re not moving private property in that way,” he said with a laugh, adding his team will certainly help make connections that might lead to a deal. “We’ll refer people and say, ‘this property is empty, but you have to deal with the owner.’

“They overpaid for these buildings, so it will be interesting to see how they’re going to unload them,” he went on. “Will they put them on the market at a reduced rate, or will they try to earn their money back with a profit?”

Housing is certainly an option, but an expensive and often-difficult one, he continued, adding that, while there is certainly a need for more housing in Holyoke, as there is in most communities in the 413 and across the state, conversion of old mills for that purpose requires capital, patience, and some luck, all in large quantities.

Joshua Garcia

Joshua Garcia

“We’ve been pulling back that curtain to the point where the buzz now is that there’s a lot going on in Holyoke; the reality is, there’s always been a lot going on in Holyoke.”

“Housing is a focus for us, and it’s tied to economic development,” Vega said. “We can bring a fair amount of support to developers who want to do housing projects in the city, but it is a long game, and it’s expensive.”

For this, the latest installment of its Community Spotlight series, BusinessWest looks at these various storylines and, overall, a city making great strides on several fronts.

 

Curtain Calls

Garcia calls it “pulling back the curtain.”

That’s how he described his office’s ongoing efforts to tell Holyoke’s story and let people know about the many positive developments happening there.

“We’ve been pulling back that curtain to the point where the buzz now is that there’s a lot going on in Holyoke; the reality is, there’s always been a lot going on in Holyoke. It’s just that people have been in their own bubble, believing whatever perception they want to believe about the city,” he said, adding that he’s trying to enlighten people through various vehicles, including a newsletter of sorts that he writes himself and emails to more than 150 people.

It’s called “From the Mayor’s Desk,” and the latest installment includes updates on a wide range of topics, from the proposed sports complex to planned informational meetings to be staged by MassDOT, in collaboration with city officials, on proposed corridor improvements on High and Maple streets; from the scheduling of shuttle service from MGM Springfield to Holyoke City Hall for the upcoming St. Patrick’s Parade and Road Race to some recent news items, including Garcia’s strong comments following state Commissioner of Elementary and Secondary Education Jeff Riley’s refusal to end the receivership of Holyoke’s public school system.

“The decision should have been a resounding ‘yes,’ with a commitment to confer in a reasonable timeframe to transition,” the mayor wrote in a response to the commissioner’s announcement early last month. “Instead, a different message was sent with no plan, no benchmarks, no firm commitment, but just, ‘we are not saying no, but let’s talk more.’”

The lack of progress on the receivership issue aside, the newsletter is generally replete with large doses of positive news, said Garcia, adding quickly that he is aggressively pushing for more in the months and years to come.

Jordan Hart

Jordan Hart

“Our future is tourism, and we need to create opportunities for that to take place.”

Indeed, Garcia, a lifelong resident, was frank when he said he’s tired of hearing about Holyoke’s potential, adding that this word is generally saved for young people, rebuilding sports teams, and startup companies. Holyoke recently celebrated its 150th birthday, and is “way beyond potential,” said the mayor, adding that the city’s “commercial renaissance,” as he called it, is in full swing.

As examples, he cited both Clean Crop Technologies and Sublime Systems, the latter of which was mentioned by Gov. Maura Healey at her State of the State address as an example of how the Commonwealth is building what she calls a “climate corridor.”

Holyoke would certainly like to play a large role in the growth and development of that corridor, said Vega and Garcia, adding that the city plans to take full advantage of those assets listed earlier and attract more companies that fit that profile and join what is the start of what could be called a cluster, with examples like Clean Crop, which uses electricity to revolutionize food production and safety, and also Revo Zero, a Virginia-based hydrogen-energy supplier, which has chosen Holyoke as the site of its Northeast hub. The company works with airports, municipalities, college campuses, and other entities to convert their fleets to hydrogen-powered vehicles.

 

Momentum Swings

John Dowd, president of Holyoke-based Dowd Insurance, which recently celebrated its 125th anniversary, said the emergence of these companies is part of the sweeping, ongoing change that has defined the city since he grew up there.

He remembers shopping for back-to-school clothes with his parents in the many department stores that dotted High Street back in the ’70s. They are now gone, and for several reasons, including the building of the Holyoke Mall, as are most of the paper and textile manufacturers that gave the city its identity.

The work to create a new identity has been ongoing for roughly a half-century, he told BusinessWest, and will continue for the foreseable future.

“Slowly but surely, positive things have been developing downtown,” he said, adding that Holyoke is a city where the past and present come together nicely. “And when you catch those canals on a beautiful, crisp winter morning with the steam rising off them, it’s a beautiful picture, and you can almost see what Holyoke was like in the very beginning, when my relatives arrived.”

Change has been a constant for that half-century or more, Dowd and others said, adding that more change is imminent — and necessary.

Indeed, with the cannabis industry stuck in neutral, if not moving backward, there are now several old mill buildings that could become home to such ventures, said Vega and Garcia, noting that the fate of properties purchased for cannabis-related uses is an intriguing, somewhat unique challenging now facing the community.

Vega estimates there are six to 12 properties in this category, including the former Hampden Papers building on Water Street, purchased by GTI but never outfitted by cannabis use, as well as other properties on Appleton Street, Canal Street, Commercial Street, and others. And that list will soon include the massive, block-long mill on Canal Street currently occupied by Trulieve, which is pulling out of Massachusetts.

Jordan Hart, executive director of the Greater Holyoke Chamber of Commerce, said the cannabis industry has obviously provided a boost for the city and its commercial real-estate sector, but it has certainly plateaued, leaving opportinties for businesses in other sectors, including clean tech, to create further momentum.

Like the mayor, Ruiz, and others, Hart sees the proposed sports complex as another potential economic engine for the city, bringing people, and dollars, from outside the region and, in the process, perhaps fueling the start, or continued growth, of other businesses in the tourism and hospitality sector.

“The broad goal is to get more people to come and support Holyoke businesses, and I think the sports complex will definitely do that,” she said. “People staying for a weekend are going to need things to do, so this is really big time for Holyoke to realize that this is our future. Our future is tourism, and we need to create opportunities for that to take place.”

 

Developing Stories

While the sports complex, attracting businesses to be part of the climate corridor, and coping with the dramatic changes coming to the cannabis industry are the lead stories in Holyoke today, there are certainly others, including the ongoing issue of housing and creating more inventory, which is more of a regional story than a Holyoke story.

There are some new units coming online, said Garcia, noting that Winn Development began construction of 88 units in a former alpaca wool mill on Appleton Street. Meanwhile, the new owners of the massive Open Square complex have initiated discussions on creating 80 units of new, market-rate housing in one of the mills in that complex.

The Winn Development project is an example of progress on this front, but also of the many challenges facing those who want to convert properties in the city for that use, Vega said.

“Winn Development is a company that’s obviously well-versed in how to manage these projects,” he said. “They had 11 different pots of money, including historic tax credits, put together in an 88-unit development, and it took almost 10 years.”

While such projects are difficult and certainly don’t happen overnight, the city will need more housing if it is to attract more companies like Clean Crop and Sublime Systems, said the mayor, noting that these and other businesses have expressed concern that, without more inventory, it might become difficult to attract young professionals to the city.

“When we first met with Clean Crop, their first question was, ‘what is your housing plan?’” Vega said. “It wasn’t about business incentives, it was ‘what’s your housing plan, because we’re bringing in people that want to live in this area.’”

Garcia concurred, noting that, like other communities in the region, Holyoke needs a mix of market-rate and affordable housing to meet both its current and future needs. And, overall, the city has the space and the motivation for more housing; what it needs are developers with the patience and skill sets needed to make such projects happen.

Hart agreed, noting that new housing is not only crucial to attracting and retaining businesses, it is a core element in the revitalization of any city, and especially its downtown area.

“We have an overabundance of downtown storefronts that have vacant residential units above them,” she said. “There’s no reason why we can’t be creating downtown living to support the new downtown economic development that’s happening. And that housing will create a safer downtown because you’re going to need more light, and you’re going to need more amenities to help accommodate the people moving into downtown.”

Another ongoing story in Holyoke is entrepreneurship and a steady stream of new businesses getting their start in the city or one of the surrounding communities, said Tessa Murphy Romboletti, executive director of EforAll/EparaTodos in the city. She said the agency is currently working with its 21st and 22nd cohorts of aspiring entrepreneurs, with graduation coming this spring.

The previous cohorts have graduated more than 200 businesses across many different sectors, from restaurants to retail, she said, noting that several of them have become part of the fabric of the city’s business community. She listed Paper City Fabrics, now located in a storefront on High Street, and Raw Beauty Brand as a couple of the many examples of how the agency has helped individuals move from concept to business reality.

There are now several dozen such businesses, she said, adding that EforAll provides many services and support, but mostly helps businesses make the many connections they need to get off the ground or to that proverbial next level.

Holyoke at a glance

Year Incorporated: 1786
Population: 38,328
Area: 22.8 square miles
County: Hampden
Residential Tax Rate: $18.95
Commercial Tax Rate: $40.26
Median Household Income: $37,954
Median Family Income: $46,940
Type of Government: Mayor, City Council
Largest Employers: Holyoke Medical Center, Holyoke Community College, ISO New England Inc., PeoplesBank, Universal Plastics, Marox Corp.
* Latest information available

“We do our part to help them figure out how to navigate the issues they face and know who to connect with in each municipality, whether it’s Holyoke, Chicopee, or wherever, and enable them to make those relationships,” she told BusinessWest.

Meanwhile, another growth area is tourism and hospitality, said Garcia, noting that the planned sports complex, announced at a well-attended press conference at the Volleyball Hall of Fame, is part of that mix.

Another part is the growing list of festivals and other annual events, including Fiestas Patronales de Holyoke, which, in its second year, drew thousands of visitors to the city and established itself as an emerging tradition.

Already well-established are the Holyoke St. Patrick’s Parade, which last year celebrated its 70th anniversary, and accompanying road race, both of which are family events and economic engines for the Holyoke economy.

Hayley Dunn, president of this year’s parade and road race, noted that this year’s parade is actually on March 17, which adds another element of intrigue and also means that it comes earlier than most years, which raises more concern about the weather, which is often a big part of the story.

The bigger parts are the ways families and communities come together to mark the occasions — the road race has its own huge following — and how they provide a huge boost for area businesses. Indeed, a Donahue Institute study conducted several years ago found that parade weekend injects $20 million into the local economy. And there are dozens of events across several communities in the weeks leading up to the parade that also fuel the hospitality sector.

“The parade may go down the streets of Holyoke, but it’s truly a regional event,” Dunn said. “Other cities that are part of our parade — Springfield, Chicopee, Westfield, and others — have their own events as well. Meanwhile, the road race is a huge block party. Both events really support our local businesses.”

 

Bottom Line

Getting back to his newsletter, “From the Mayor’s Desk,” Garcia said it’s just one of the many ways in which he’s trying to inform people about all the good things happening in his city.

Others include extensive use of social media, as in extensive. And, from all accounts, effective.

“Someone approached me one time and said, ‘whoever is handling your public relations and communications is doing a great job.’ I said, ‘you’re looking at him.’”

Beyond his work on Facebook and Instagram, Garcia, working with other city officials, is doing what he can to generate more of these positive developments — on fronts ranging from clean tech to tourism to housing.

And while it’s still early in the new year, it appears he’ll have quite a bit more to write about in 2024.

 

Features Special Coverage

Holyoke Conceptualizes Olympic-style Sports Complex

Cesar Ruiz says the planned facility could make Holyoke the “sports capital of New England.”

Cesar Ruiz says the planned facility could make Holyoke the “sports capital of New England.”

 

Cesar Ruiz admits that the first time he and Holyoke Mayor Joshua Garcia discussed the notion of bringing a sports complex to the Paper City, one that could potentially become the new home to the Volleyball Hall of Fame, the talk “pretty much went in one ear and out the other.”

That was roughly two years ago, and Ruiz said his lack of enthusiasm had less to do with the concept, which he has long championed, and far more to do with the many other things he had going on his life, especially the East Longmeadow-based home-care and healthcare staffing agency called Golden Years, the venture he started with a few partners and has led to rapid and dramatic growth, so much that he was named BusinessWest’s Top Entrepreneur for 2020.

“The feasibility study indicates that we can draw from multiple areas and bring people to Holyoke. We’re not approaching this as a regular sports facility, but a venue that can draw regionally and from several different states.”

With that company on firmer ground and, increasingly, being managed by his children, Ruiz was more responsive when the subject of a sports complex came up again at the beginning of 2023.

“Timing is important,” he told BusinessWest. “When I was asked to take a look at it again and see what it might look like … I had a completely different reaction to it.”

In fact, you could say that he took the ball and ran with it, undertaking feasibility studies; engaging Florida-based Sports Facilities Co. (SFC), which has built what Ruiz has in mind for Holyoke in several municipalities around the globe, for an initial concept; and then putting together a team, called the USA International Sports Complex Group, to advance this initiative.

Conceptual renderings of the sports complex planned for Holyoke, one that will include everything from athletic fields and indoor courts to a hotel and a new home for the Volleyball Hall of Fame.

The concept has progressed to the point where Ruiz, Garcia, other city officials, representatives of the Volleyball Hall of Fame, and other officers with USA International Sports Complex Group felt ready to announce the plans to the public.

Which they did, at a well-attended press conference at the Volleyball Hall of Fame on Feb. 6.

They announced plans for what they called “an Olympic-style sports complex,” one featuring a main indoor athletic facility that would boast everything from basketball and volleyball courts to an arcade area, laser tag, ‘boutique bowling,’ batting cages, pickleball, and more, as well as outdoor athletic facilities to include a synthetic turf field and baseball and softball fields.

These facilities come with a total price tag estimated at between $50 million and $90 million, said Ruiz, adding that, while this will be a privately funded facility, MassDevelopment and other state agencies have been approached about potential involvement.

Holyoke Mayor Joshua Garcia

Holyoke Mayor Joshua Garcia says talk of a sports complex has been ongoing in Holyoke for many years.

In an interview prior to that news conference, Ruiz told BusinessWest that he wants to make Holyoke the sports capital of New England, and this project will become the vehicle for doing so and, in the process, bring in an estimated $41 million in new economic activity to the city.

‘We want to put Holyoke on the map, starting with volleyball — this will be the new home of the Volleyball Hall of Fame,” he said. “But it will be much more than that; this facility will have several sites and include many different sports venues for people of all ages — young and old — and will also include a hotel.

“It’s a very ambitious initiative,” he went on, adding that it will be built in phases, with the first of them hopefully to be completed by the end of 2026. “The feasibility study indicates that we can draw from multiple areas and bring people to Holyoke. We’re not approaching this as a regular sports facility, but a venue that can draw regionally and from several different states.”

Garcia agreed, adding that that talk of a sports complex has been ongoing in Holyoke for many years, and it became a priority of his administration to turn the talk into action. Doing that will require leadership and partnerships on several levels, he told BusinessWest, noting that Ruiz and his administration are providing the former, while the latter will involve several stakeholders, many of them still to be determined.

“I’m excited about what this sports complex could mean for the trajectory of our city,” the mayor said. “This would be a huge part of the resurgence of Holyoke.”

 

Court of Opinion

In that interview with BusinessWest, Garcia said Holyoke likes to “punch above its weight class.”

That’s a boxing term, obviously, now used in many different contexts, to describe underdogs taking on heavy favorites, for example, or, in this case, a smaller community trying to take on initiatives perhaps more suited to larger municipalities.

Renovation of the historic Victory Theatre, an ongoing, 30-year initiative in this city, might fall into that category. And this sports complex certainly would as well, said Garcia, adding that it’s an ambitious undertaking, but a poignant next step for a community that has, indeed, been surging in recent years, and on many levels.

These include entrepreneurship — especially within the minority population, with dozens of new businesses opening in recent years, many of them in a rebounding downtown — but also housing; education; new clean-energy businesses, such as Clean Crop Technology, which uses electricity to “revolutionize food safety”; and especially a burgeoning cannabis cluster, which has made effective use of the city’s huge inventory of old mill space for dispensaries and growing facilities alike.

The next frontier, if one chooses to call it that, could — and should — be sports, said the mayor, adding that the city has a strong tradition in this realm, which crosses many sports and several decades and includes everything from volleyball to Golden Gloves boxing to the Holyoke Blue Sox baseball team.

“Holyoke is a sports city; it always has been — we have very robust youth programs, baseball, basketball, football, and more, and the pipeline goes into our high schools,” Garcia said. “And that extends to recreational softball — we have people from across this region and into Connecticut that come to Holyoke to play in two softball leagues.

“One of the things we struggle with in Holyoke is adequate space for people to play, recreationally, but also tournaments; we don’t have the kind of capacity to host large-scale tournaments,” he went on, adding that the sports complex now on the drawing board would address this need and, while doing so, bring people to the city, providing a boost to existing businesses and perhaps fueling new ones.

“Couple this need for such a facility with the fact that Holyoke is the birthplace of volleyball and home to the Volleyball Hall of Fame, and we thought that this has to happen here — it has to happen in Holyoke,” he said.

As noted, the project must clear several hurdles, starting with the securing of what is expected to be several different sites, finalization of a design, and, especially, putting the funding in place.

The outdoor component of the complex promises to feature several fields and courts.

The outdoor component of the complex promises to feature several fields and courts.

Garcia said one of the next steps in the process is to assemble a funding strategy, one that will involve bringing more investors, like Ruiz, to the table, and also likely involve public support, from MassDevelopment and other state agencies.

But several significant steps have already been taken, especially the hiring of SFC, which has a deep portfolio of sports-complex projects, including the Rhythm & Rally Sports & Events complex in Macon, Ga., touted as the world’s largest pickleball facility; Allison Sports Town, an indoor/outdoor venue in Springfield, Mo. that spans 82 acres; Emerald Acres Sports Connection in Mattoon, Ill., which features an indoor field house, outdoor fields, and a walkable retail development space; the Fort Bend Epicenter in Rosenberg, Texas, a 230,000-square-foot, multi-purpose area that houses six basketball courts and 12 volleyball courts, with a capacity of 10,000 seats; and many others.

Ruiz called SFC the “best in the industry,” and noted that one of the next steps in the process of adding a Holyoke facility to that portfolio is visiting several projects of similar size and scope and understanding all that it took to make them reality.

“They handle the feasibility part of this, from design and development to operations,” he said of SFC, adding that the company can obviously help guide the initiative from start to finish.

 

Fields of Dreams

The sports complex, its importance to Holyoke and the region, and its potential as an economic driver are neatly summed up in a letter to a committee reviewing submissions to a request for proposals for a parcel on Whiting Farms Road owned by Holyoke Gas & Electric.

“This is not a dream, but a vision already being put in place by our partnership with the SFC team,” it reads. “We will build a sports facility that the city of Holyoke will be proud of … together with SFC, we will develop one of the top sports and event destinations in Massachusetts.”

Those behind those words believe this team has the drive, the confidence, and, eventually, the means to get the project over the finish line, or the goal line — whichever sports term one chooses — and make this vision reality.

 

Commercial Real Estate Special Coverage

Weathering the Storms

Lynn Gray

Lynn Gray, general manager of the Holyoke Mall.

As she talked with BusinessWest, Lynn Gray and her staff were gearing up for February school vacation.

It’s always a busy time at the Holyoke Mall, which Gray serves as general manager, as young people and families look for things to do. But these days, it’s even more so as ever-larger amounts of the mall’s 1.6 million square feet of space become dedicated to entertainment-related ventures rather than pure retail — although there’s still plenty of that as well.

Indeed, over the past several years, former retail spaces have given way to tenants like All In Adventures (billed as the ‘ultimate escape destination’), Altitude Trampoline Park, Round1 Bowling & Arcade; Planet Fitness; and Billy Beez, a massive play area that is home to twisting slides, sports courts, tunnels, trampolines, and more.

This is a national trend, said Gray, noting that, as major retailers — ranging from Sears and JCPenney to Christmas Tree Shops and Best Buy — close stores, their former spaces have found new lives in non-retail-related uses. And malls have become even busier during Christmas break, February vacation, and other times when the weather is less conducive to outdoor fun.

“People are looking for something to do that week indoors,” she said. “During February break, it will be pretty busy, especially if the weather is inclement. Then in April, it will be a little softer just because things are warming up a little, but it’s still a busy week for us; we staff up for it, and retailers and other tenants have a lot of specials.”

This trend is just one of the storylines at the mall, perhaps the largest commercial real-estate property in the region, and one that has become a topic of conversation and speculation in the wake of a changing retail landscape, one that has seen many national chains downsize or even disappear from the landscape (Sears and Toys R Us, for example), ever-larger amounts of shopping conducted online, and some malls, including two locally (Eastfield and Enfield), being repurposed into mixed-use facilities or moving quickly in that direction.

“While we were shut down during the pandemic, we were still concurrently trying to roll with the changes that were about to come over the next couple of years. Some brands went away, and some remained relevant.”

Gray, who first worked at the mall when she was 15 selling gift certificates and has fashioned a career managing such facilities, said the facility has certainly been impacted by these trends, but, while some other malls are suffering, Holyoke continues to thrive, and for several reasons.

She lists everything from its incredible location — at the intersection (literally) of the Mass Pike and I-91 (off which it has its own exit) to its still-healthy mix of retailers, restaurants, and entertainment-based businesses, to some of that downsizing among many retail giants. Indeed, Holyoke now boasts the only locations for Best Buy, Apple Store, and Macy’s for at least 30 miles in any direction, and in some cases, it’s a much larger area.

The Holyoke Mall

The Holyoke Mall encompasses 1.6 million square feet of space and is in an almost constant state of change.
(Photo by Glenn Labay, Aerial Camera Services)

And with those stores and that location … people want to get to Holyoke, and they can get there, rather easily, she said, adding that these ‘differentiators,’ as she called them, not only attract visitors, but new tenants as well.

“We’ve certainly seen the benefits of that market consolidation,” she said, adding that this and other factors contributed to what was a very solid holiday season at the mall. While the final numbers are not in yet, most mall tenants came out of December happy with their results, she noted

And those same retailers are saying that, while overall visitation is down slightly — data shows the mall is drawing 99% of the total visitors it drew in 2021 and 98% of the number in 2022, 9 million overall — those who do find their way there are generally spending more, on average.

“We’re easily accessible off of 90 and 91, and we’re in a position to tap a much larger market than some of the regional properties that were or still are in the market.”

Meanwhile, the ongoing change and evolution experienced by every mall continues at Holyoke, said Gray, adding that there have been several intriguing additions in recent months and renovations planned at several outlets.

For this issue, we talked with Gray about all that and much more as the mall braces first for February school vacation, and then continued response to that changing scene in retail.

 

Setting Sale

As she walked and talked with BusinessWest, Gray stopped at Monsoon Bistro, one of the newer additions to the mall, taking the spot formerly occupied by Ruby Tuesday near the Macy’s entrance.

It’s one of many new restaurants that have opened in the mall over the past year, several of them growing local businesses, she said, adding that these are some examples of how malls, and especially the one in Holyoke, are in a state of nearly constant change. These changes reflect national trends, changes to the economy, and ebb and flow within the world of retail.

one of many recent additions at the Holyoke Mall

Garage, a casual clothing brand for young women, is one of many recent additions at the Holyoke Mall.

Overall, 25 new brands have called the mall home since the pandemic arrived in 2020, she said, adding that COVID certainly contributed to the changing of the landscape.

“While we were shut down during the pandemic, we were still concurrently trying to roll with the changes that were about to come over the next couple of years,” she explained. “Some brands went away, and some remained relevant.”

Elaborating, Gray noted that 24,000 square feet of mall space got converted into new openings over the past year alone, with 12 new businesses setting up shop.

“It was a good mix of retail, which is still our bread and butter,” she said, listing new arrivals such as Garage (which touts itself as a “casual clothing brand for young women who are fun and effortlessly sexy); Snipes, a global streetwear retailer now boasting more than 450 locations; a few new jewelers, including Mandati, King’s, and the Inspiration Co.; a Verizon store; and others.

“Those types of facilities are bringing a more eclectic mix of shoppers — all ages, all groups.”

Meanwhile, as noted, the new arrivals extend to the restaurant side of the ledger and even the food court, with the addition of El Burrito, a growing local venture that took over space formerly occupied by Wendy’s; and Terra Nossa Brazilian Grill, which replaced a former McDonald’s.

In most respects, 2023 was a better-than-average year for signing new leases with smaller, sometimes local retailers, an annual assignment for malls, while also backfilling some of the much larger spaces left by the departure of major retailers, in this case ranging from Sears to Toys R Us to A.C. Moore.

Often, such backfilling takes years, Gray said, noting, for example, that the Sears at the Holyoke Mall has been closed for nearly a decade, and its space has not yet been fully repurposed. Sports Zone, a specialty operator featuring sports memorabilia, is occupying the first level of that large footprint, and in years past, Spirit Halloween has taken some of that space on a seasonal basis, but the second level remains vacant.

But many spaces have been successfully filled, she went on, adding that this was the case with the departure of Christmas Tree Shops (which went to Holyoke Crossing and then eventually closed that location), with that space now occupied by Bob’s Stores, and the former Sports Authority space, now occupied by Dick’s Warehouse Sale.

Still, increasingly, these spaces are going to more entertainment-related uses, said Gray, noting the arrival over the past several years of several such ventures that have taken rather large footprints at the mall.

For example, Planet Fitness and Altitude have each claimed 20,000 square feet in space formerly occupied by Babies R Us, she said, noting that both arrived just prior to the pandemic. Round1, which arrived around that same time, is also a large tenant, with 20 bowling lanes and a number of arcade games, as is Billy Beez.

 

What’s in Store

And these new ventures are thriving in these spaces, she said, adding that the mall’s location makes them easy to get to, and together, they make the mall a more attractive destination for families, who can package a visit to one or a few of those facilities, and then a stop for lunch, into a day at the mall during February vacation or any other time when being indoors in preferable.

El Burrito, a growing local venture

El Burrito, a growing local venture that took over space formerly occupied by Wendy’s, is one of several new restaurant options at the mall.

The Planet Fitness facility is in a different category, she went on, but it is also doing very well in this mall’s location. “It’s easily accessible … people go there before work and after work. Their membership is very comparable to their off-mall locations, and you can walk by there on a Tuesday afternoon and see lots of people there.”

Overall, the mall is in a better place than it has been in terms of square footage currently occupied, she said, adding that policies set by mall owner Pyramid Corp. did not permit more detail on that subject. And, by and large, it is in a good place when it comes to taking on the many challenges facing malls today, for those reasons mentioned earlier.

“We’re easily accessible off of 90 and 91, and we’re in a position to tap a much larger market than some of the regional properties that were or still are in the market,” she said. “And then having differentiators, like the only Macy’s, the only Apple, the only Best Buy in the market, that really sets us apart for retailers, restaurants, and entertainment venues looking for a new home. Having those traffic draws is very attractive to potential new tenants.”

Looking ahead as far as she can, Gray said the mall is positioned as well as any mall can be to absorb the many changes to the retail landscape.

Indeed, data shows that those who come to the mall — and she said it is still a good mix of young and old — are actually coming more often, because of all that now exists under that collection of roofs.

“People are coming more frequently because of the entertainment offerings and lifestyle offerings,” she told BusinessWest. “Twenty years ago, there wasn’t a Planet Fitness at your local shopping mall. Now that there is that option, people are visiting the property more.

“Those types of facilities are bringing a more eclectic mix of shoppers — all ages, all groups,” she went on. “And then, you have places like Altitude and Round1 and Billy Beez, where your families, your teens, they’re coming out for birthday parties, tournaments, or the different types of events they have going on. They’re coming, and they’re staying for a while.”

When asked about what the landscape will look like in five or 10 years, Gray said change will remain a constant — in retail and in entertainment — with up-and-coming chains in the former, and new experiences, such as next-level escape rooms, in the latter.

The goal at the Holyoke Mall is to be at the forefront of all of that, she said, adding that the facility has been there for the first 45 years of its existence, and she intends to keep it there.

 

Features Special Coverage

Gone but Not Forgotten

Elena Palladino in the house that inspired her book, Lost Towns of the Swift River Valley.

Elena Palladino in the house that inspired her book, Lost Towns of the Swift River Valley.

 

Elena Palladino recalls that, when she and her husband first walked through their stately white home in Ware, they noted that some of the pieces didn’t really seem to fit.

Indeed, the home is Colonial Revival in style, but many of its fixtures, including the pocket doors with ornate brass pulls, were Victorian. Their presence — which made the home even more attractive, and intriguing, in their minds and helped compel them to buy it — presented somewhat of a mystery.

One that was solved when one of their new neighbors referred to the property as the ‘Quabbin house.’

Palladino would eventually learn that this home was built by Marion Andrews Smith, who had lived in Enfield, one of the four towns flooded and essentially wiped off the map to build the Quabbin Reservoir; Dana, Greenwich, and Prescott were the others.

“It’s a very beautiful place. But I do think it’s important to remember that’s it’s a beauty that comes from the loss of those towns and the loss of community.”

Smith, as Palladino would also learn, was the last surviving member of a prominent mill-owning family that actually had a section of Enfield, known as Smith’s Village, named after them. Smith certainly didn’t want to leave Enfield, a town that she and other family members were very involved with, and she was one of the last residents to depart. She wanted to move the large Victorian home in which she lived to another location, but it wasn’t logistically feasible to do so. So she took what she could with her and made those pieces — everything from doors to molding; floorboards to wainscotting — part of the home she built in Ware.

But Smith’s story did far more than solve a mystery surrounding Palladino’s new home.

It inspired her to want to dig deeper into the lives of those who, like Smith, were told to pack up and leave and then watch as their community was obliterated to bring much-needed water to the fast-growing city of Boston and its suburbs. It inspired her to want to know more about what those final years, months, weeks, days, and even hours were like.

So, Palladino, secretary to the board of trustees at Smith College, started the research that would eventually lead to her first book: Lost Towns of the Swift River Valley: Drowned by the Quabbin.

It tells the stories of three individuals who were forced to leave their lifelong homes to make way for Boston’s reservoir — Smith; Willard ‘Doc’ Segur, the valley’s beloved country doctor and town leader; and Henry Howe, Enfield’s postmaster and general-store proprietor.

The book came out in late 2022, and over the ensuing year, Palladino has crisscrossed the state on a book tour of sorts that took her to libraries and historical societies. She talked about her book and the research that went into it, but also about her home and the connection it provides to Smith, and an intriguing bill now in committee that seeks regional equity and recompense for the Swift River Valley and its people (more on that later).

Through the book and the talks, she said she believes she’s created a greater understanding of all that was lost to build the Quabbin. Most understand fully what was gained, she added, but her stories help convey the price that came with this 20th-century engineering marvel.

Elena Palladino says learning the story of her Ware home

Elena Palladino says learning the story of her Ware home inspired her to dig deeper into the lives of those displaced by the Quabbin.

It is this profound loss that she now feels each time she visits the Quabbin, which is only 10 minutes from her home.

“It’s a very beautiful place,” she said. “But I do think it’s important to remember that’s it’s a beauty that comes from the loss of those towns and the loss of community.”

For this issue, BusinessWest talked with Palladino about her home and her book, but mostly about the Quabbin towns and why, 86 years after Swift River Valley residents gathered for a farewell ball to mark the demise of their communities — “A Last Good Time for All” was how it was billed — it’s important that their stories never be forgotten.

 

Flood of Memories

Palladino has never met Marion Andrews Smith — she was born decades after Smith died.

But she feels a very powerful connection to the woman. Living in the home she built and spent her final years in is a big part of it, obviously, but there’s much more.

“It started as a personal project, and the initial research was mostly on our house. As I learned more about Marion … it seemed like every bit of research led to more.”

Indeed, as she came to know more about Smith through her research and then through meetings with Marian Tryon Waydaka, whose parents were Smith’s groundskeeper and chauffeur — and named their daughter after their employer — she came to fully understand both Smith’s taste in home furnishings and her incredibly strong will in the face of not only losing her home to a public-works project, but so much more.

She learned, for example, that Smith had family members who died in 1928, 1929, and 1932 and were buried in the valley, knowing full well they would have to be eventually moved elsewhere as the reservoir became reality.

“It could have been denial or defiance; it may also have been that she hadn’t decided where else she would like to move,” Palladino said. “But I thought that was a very interesting decision.”

She also learned that Smith was one of the very last residents to leave in the summer of 1938 and never did sell her property to the state; her land and home were taken by eminent domain, although she did eventually settle with the state.

Palladino grew up in Sturbridge, just east of the Quabbin, and her father and brother loved to fish the reservoir. So, like most who grew up in the 413, she knew the basics about how that resource was created and how four towns disappeared in the process.

It wasn’t until she and her husband bought the house on Highland Street after she took the job at Smith College — and they learned more about the home and the woman who built it — that her subtle interest in the Quabbin towns and the people who lived there became a fascination, and the subject of a book.

“The book started as research — I’ve always loved history and old homes — but then, because I was able to find out so much about Marion and her story was even more fascinating because it was integrated with the Quabbin towns, it became a much bigger project than I ever thought it would be.

“It started as a personal project, and the initial research was mostly on our house,” she went on. “As I learned more about Marion … it seemed like every bit of research led to more. Because she was from such an important family, there was lots to find about her; she was very involved, as were her family members, in various town organizations.”

Palladino took full advantage of the many resources available to those who wish to know more about the Quabbin towns and those who lived there, including a large collection at the UMass Amherst Library; the Swift River Valley Historical Society in New Salem; the Visitors Center at Quabbin Park in Belchertown; various scrapbooks; several books on the subject, including Donald Howe’s Quabbin, the Lost Valley; and meeting minutes from various organizations, including the Quabbin Club, a women’s club in the valley that existed from the late 1800s until the towns were disincorporated.

 

The Plot Thickens

Palladino’s book focuses on three of the last residents to leave the valley, and through those stories she conveys those final days through their eyes.

“There are many great books about the Quabbin, but this one is a little more personal in nature,” she said. “I was most intrigued by what it like for Marion, and any of the people who lived there, to have to leave; it’s a more personal side of the story.

“It was a long process,” she went on. “The Ware and Swift River Acts were passed in 1926 and 1927, and even before that, for about 30 years, the idea of an enormous reservoir was out there — it was discussed. From 1895 on, people knew this might come to pass and that a reservoir might be built here. When it finally became real, it was devastating for the people who lived there, but it also didn’t feel quite real because there was such a long period of time during which the towns were destroyed, and the dam and the dike were built — it was about 10 years.”

She said some left quickly after their homes were purchased by the state, while others who sold leased them back and stayed in the valley while deciding where to go next. And then, there were some who stayed until the very end.

“I think that must have been a difficult choice to make,” Palladino told BusinessWest. “By 1938, it was a scene of destruction; by then, many homes had been demolished and burned, all of the trees in the valley had been cut down, all of the brush below the water line had been cut and burned, and the buildings that were still standing in 1938 were quite dilapidated because they weren’t being cared for.

“Their town would have been unrecognizable,” she went on, adding that, despite all this, some did stay to the bitter end.

Palladino has tried to convey the hardships and emotions experienced by all those who lived through the demise of the Quabbin towns during talks about her book, more than 40 of them, over the past year or so.

“It was wonderful to speak locally, to people who know a lot about the Quabbin and live near the Quabbin, but it was also good to speak in Eastern Massachusetts towns where the story is less well-known,” she said. “There are plenty of people who know that their water comes from the Quabbin, but far fewer who really know how the Quabbin came to be.”

Elena Palladino wants everyone who visits the Quabbin — or ever drinks its water — to contemplate the loss and sacrifice involved in its creation.

Elena Palladino wants everyone who visits the Quabbin — or ever drinks its water — to contemplate the loss and sacrifice involved in its creation.

Through her talks, she has also made people aware of legislation, now in joint committee, that would, among other things, establish a Quabbin host-community fund through a 5-cent levy on every 1,000 gallons of water drawn from the reservoir.

“It’s pretty modest — it would only raise about $3.5 million a year,” she said. “But those funds could be used by the towns around the Quabbin for infrastructure and other capital improvements.”

 

The Loss Column

Palladino wasn’t at the farewell ball in 1938, obviously. But in some ways, she feels like she was.

Through her research, she has come to understand, as perhaps few can, what it was like to be at Enfield Town Hall when the clock struck midnight, and this wasn’t actually a town anymore.

It was part of a valley that would, over the next several years, be flooded with more than 400 billion gallons of water.

That ball, and the many extreme forms of loss experienced by those who were there — and all those who lived in the Quabbin towns — is what she thinks about when she visits the reservoir.

And she implores all those who visit or even drink the water to do the same.

 

Class of 2024

They’ve Made the Mayflower Marathon a Community Tradition

The Staff of Rock 102

 

Mike Baxendale, the on-air personality known to all simply as Bax, says it started as a radio promotion. But it quickly became a community event.

And now, it’s a huge community event, involving individuals, families, businesses, institutions, area schools and colleges, and more.

He was referring, of course, to the Mayflower Marathon, staged each year in the days just before Thanksgiving to benefit Open Pantry. For 30 years now, the event, organized by and staged by the staff at Rock 102, has collected food and monetary donations to help those in need.

It started with one Mayflower trailer — hence the name — and each year, with a few rare exceptions, such as the height of the Great Recession in 2009 and the height of COVID in 2020, it has grown bigger and collected more to combat food insecurity.

And in 2023, the marathon, in its relatively new home at MGM Springfield, shattered all previous records, collecting more than $234,000 in food and monetary donations and filling nearly six trucks.

That number, and the level of support needed to reach it, speak to both the growing amount of need in the region amid higher inflation and growing financial issues facing many in the 413 and the manner in which the staff at Rock 102 have collaborated with others in recent years to take the marathon to new levels, with a comedy night at MGM Springfield and a Mayflower Marathon Night on the Springfield Thunderbirds schedule.

“They’re incredible; they truly have such huge hearts to make sure our neighbors get fed. The Open Pantry would never be able to serve that many people without the Mayflower Marathon.”

“Ultimately, the goal is to raise more and more and more to help those in need,” said David Oldread, vice president and general manager of the Springfield Rocks Radio Group and Northampton Radio Group, which includes Rock 102. He noted that the marathon involves difference makers on many levels, including those who donate everything from the trucks to the portable toilets to the tents; those corporate supporters, many of which have been part of this since the beginning; and the volunteers who help collect the donations and load the trucks.

But it is the staff at Rock 102 that is being honored the Difference Makers award this year, and deservedly so. The station conceived the idea back in 1993, and it has been the driving force in continuing the program and orchestrating its strong growth pattern.

The Mayflower Marathon

The Mayflower Marathon, now staged at MGM Springfield, fills several trucks with donations of food for Open Pantry in Springfield.

And it’s a company-wide initiative, a true team effort, said Oldread, noting that it is “all hands on deck,” especially in the weeks and days leading up to the event, with each staff member making important contributions to the effort, with work starting months before the marathon begins.

Bax and Steve Nagle, morning show hosts, entertain the audience — and inspire it — for 52 hours during the marathon; Erin Buehler, promotions director at Rock 102, plans, organizes, sets up, and executes the event; Alex Byrne, program director, coordinates the entire broadcast; Joshua Smith, engineer, sets up the technical side of the broadcast and keeps the show on the air; Dan Williams and Pat Kelly, on-air hosts, produce the broadcast at the station in East Longmeadow; the sales staff members rally their clients to get donations and volunteer their time at the event … and on it goes.

Overall, the marathon has become a powerful collaboration between Rock 102 staff members and the community to come together for a great cause, said Buehler, adding that this collaboration grows stronger each year.

Nicole Lussier, executive director of Open Pantry, agreed. She’s been with the Springfield-based agency for nearly 30 years, and thus has been involved with the marathon since the beginning. She’s watched it grow and become an increasingly larger force in the agency’s ability to carry out its mission. And she noted that the staff at Rock 102 brings passion to its work of making the marathon happen each year.

“To be able to tell Nicole Lussier what we had just done — and she had been there every minute of the event — to be able to tell her that we had raised at least $217,000, with more on the way … to see her reaction, I can’t speak for anyone else, but I got choked up on the air.”

“They’re incredible; they truly have such huge hearts to make sure our neighbors get fed,” Lussier said. “The Open Pantry would never be able to serve that many people without the Mayflower Marathon; there’s no way we would be able to distribute that much food.”

Such sentiments help explain why the team at Rock 102 is being honored not for putting on the marathon, necessarily, but for rallying a region, a community, around a cause — and, in the process of doing so, becoming a true Difference Maker.

 

Making Waves

He called it the “chicken wing.”

This was the very effective submission hold developed by former pro wrestler Bob Backlund, who administered it to Bax during one of the marathons a few years ago.

“It’s very painful,” he said with a look that conveyed as much, adding that Backlund is one of many colorful guests who have made appearances during the marathon over the years, and his application of the chicken wing is one of the more intriguing ways that the airtime has been filled.

Others in the guest category include mayors, U.S. Rep. Richard Neal (a regular each year), comedians, New England Patriots wide receiver JuJu Smith-Schuster (who stopped by last year), and many others. As for memorable moments, there have been plenty of those as well, as the marathon has persevered through all kinds of weather, power outages, equipment glitches … you name it.

Rock 102 morning show hosts Bax (right) and Nagle talk with Springfield Thunderbirds President Nate Costa (a Difference Maker himself in 2023) at last year’s Mayflower Marathon.

Rock 102 morning show hosts Bax (right) and Nagle talk with Springfield Thunderbirds President Nate Costa (a Difference Maker himself in 2023) at last year’s Mayflower Marathon.

But what is remembered far more are other moments in time — the ones that reflect the generosity, caring, and spirit of collaboration that have come to define the marathon and explain why it was conceived all those years ago.

Moments like the announcement of how much was raised last November.

“At the end of the broadcast, we give an unofficial total, with this year [2023] far exceeding anyone’s expectations — I don’t think anyone expected anything close to this,” Bax recalled. “To be able to tell Nicole Lussier what we had just done — and she had been there every minute of the event — to be able to tell her that we had raised at least $217,000, with more on the way … to see her reaction, I can’t speak for anyone else, but I got choked up on the air, and so did Steve. When you realize where this is going and how many people it helps…”

He didn’t finish that sentence, but didn’t really have to. And this sentiment speaks to how and why the marathon was launched three decades ago.

The idea, said all those we spoke with, was to raise some money for Open Pantry, which today operates several different programs, including am emergency food pantry, holiday meals, the Loaves & Fishes Kitchen, a teen-parent program, and many others.

It’s unlikely that anyone at the time could have imagined that it would grow, evolve, and become, as Bax noted, a community event, said Byrne, adding that the marathon has continually broken through new barriers — be it with trucks filled or the total dollar amount raised — that were previously thought impossible.

And every employee at the station, roughly 25 at last count, is involved on some level in making it happen, said Oldread, noting there are many moving parts with this production.

“There’s an awful lot that goes into this,” he said, “from making sure you have power and internet access to getting trucks and RVs and security, and feeding volunteers, and signage and traffic plans. You have to start around Labor Day in order to get things where they need to be in the days before Thanksgiving.”

“We’ve developed our own little tradition with this game, and we want to continue it and expand it. It’s a testament to the work they’re doing at Rock 102 — they’re driving a huge amount of food to the Open Pantry, which lasts almost an entire year.”

The staff, and the marathon, has persevered through recessions, a pandemic, rough weather, and, most recently, the need to find a new home when the Basketball Hall of Fame informed those at the station in 2022 that it could no longer host the marathon in its parking lot.

In many ways, that search for a home crystalized just how much the community had embraced the marathon and wanted to help it live on, said Oldread, noting that, as the station’s on-air personalities went public with the need to find a new home, there was an outpouring of support and commitments to help take the program to a new, much higher level.

 

Food for Thought

Indeed, Beth Ward, director of Public Affairs for MGM Springfield, said the station received several offers to host the marathon, so many that there was almost a competition for the right to become its new home.

MGM Springfield prevailed, she said, and it has been a privilege to stage the marathon, an event that has become part of the philanthropic culture at the resort casino.

“When we got the call, it was like Christmas morning; we were so excited that we were chosen,” she recalled. “There are so many of us here at MGM that live in Western Mass. and are familiar with this event and have taken part in it and donated to it. Immediately, there were so many people who were thrilled and excited to be there and support it.”

She said MGM Springfield set a record when it comes to volunteer hours donated by employees, and a big reason is the Mayflower Marathon, with many of the casino’s workers on site early (as in 5 a.m. in some cases) to help collect donations and load them into trucks.

“Our employees want to be part of this; they want to help make it successful,” she said, effectively summing up the sentiments of many others we spoke with.

That includes Nate Costa, president of the Springfield Thunderbirds, a Difference Maker himself last year. He told BusinessWest that the team has long had a solid relationship with Rock 102, knowing that its listenership boasts many hockey fans. That relationship was taken to a new level when the event lost its home and then found one with another of the T-Birds’ partners, MGM Springfield.

The team soon dedicated the Wednesday night game before Thanksgiving to the cause, branding it Rock 102 Mayflower Marathon Night. That Wednesday is traditionally a time for family gatherings and “bar gatherings,” as Costa called them, but the pull of the marathon and Open Pantry has brought more than 5,000 fans to the arena the past two years for “one last push” for donations.

“We’ve developed our own little tradition with this game, and we want to continue it and expand it,” he said. “It’s a testament to the work they’re doing at Rock 102 — they’re driving a huge amount of food to the Open Pantry, which lasts almost an entire year.”

Costa, Ward, Lussier, and others credit the staff at Rock 102 — the on-air personalities especially, but everyone that gets involved (and that is everyone) — with bringing a region together behind a cause as few other events in this region have.

“Over the course of the past 30 years, it’s become a full-blown community event, where it almost has nothing to do with Rock 102 or any of us,” Bax said. “It has everything to do with different segments of the community getting involved in something special — collecting food.”

Well … it has something to do with the team at Rock 102. Indeed, they have made this happen, not just when it comes to logistics, but from the standpoint of shaping an event that not only serves a community, but creates a stronger community, Oldread said.

And that’s why the team can collectively share the title of Difference Maker.

Class of 2024

CEO, Keiter

He’s Building on a Tradition of Giving Back to the Community

Scott Keiter

Scott Keiter has made the construction company that bears his name one of the fastest-growing ventures in this sector regionally.

And to position his company to achieve that kind of growth, Keiter (pronounced ‘Kiter’) knew early on that he would have to focus most of his time and energy on business, making connections, developing talent, putting the right team in place, and fashioning a blueprint (yes, that’s an industry term) for success.

“As we built the business, the most precious resource was time,” he said. “Anyone who creates a business knows what it takes — it’s every waking hour, so there’s not much time left behind. And then you introduce a child or two, and there’s even less time.”

But he also knew that, once he had the foundation of his business down and was building on top of it, he would eventually shift some of that time and energy toward the community and start to get involved on a number of levels.

And he has followed that blueprint as well, devoting time and talent to everything from an advisory role at Smith Vocational and Agricultural High School’s carpentry program to becoming a trustee at Look Park, to involvement with the Greater Northampton Chamber of Commerce (GNCC) on many levels, including something called the ‘Keiter Card.’

“He said, ‘I’d like to do something, because we have, fortunately, gained business throughout this horrible period. So I’d like to do something to support the community.’”

This is an initiative to match the value of gift cards sold by the chamber and accepted in more than 100 businesses — one that has put thousands of dollars back into the Greater Northampton economy in late summer, during back-to-school sales and tax-free-weekend time.

In the beginning, it was called the ‘Double Your Money Northampton Gift Card Promotion,’ but eventually it took the name of the company and the philanthropist behind it, making this both an economic driver and an effective branding initiative.

The program, started in 2021 and expanded each year, allows consumers to purchase a $25 Northampton gift card and receive $50 in actual spending power, said Vince Jackson, executive director of the Greater Northampton Chamber, adding that it has provided a real boost for that region’s many small businesses and become somewhat of phenomenon in Paradise City.

The Keiter Card

The Keiter Card has been described as a ‘win-win-win,’ benefiting the Keiter company, the local economy, and small businesses that accept the cards.

Indeed, as he talked about the card, Jackson referenced everything from how quickly they sold out each of their first three years, to how mothers would bring in their children collectively (it’s one Keiter Card per customer) so they could spend part of their allowance on a card, and then talk about where they would go and what they would spend it on.

But while heaping praise on the card and its impact, Jackson saved some for the company and the person behind it, especially as he recalled the circumstances of how it came about.

Flashing back to late summer 2021, when the economy was really starting to open up again after the pandemic, Jackson recalled a conversation he had with Keiter.

“He said, ‘I’d like to do something, because we have, fortunately, gained business throughout this horrible period. So I’d like to do something to support the community,’” Jackson recalled. “So he came up with the idea of donating $10,000 to the chamber, and for everyone who bought a $25 gift card, he would match that amount, up to $10,000.”

For year two, Keiter doubled the amount to $20,000, and in year three, he increased it to $25,000, with the chamber donating another $5,000 to make it a $30,000 matching program. For year four … Keiter leaked to BusinessWest that he will again be donating $25,000 to build on the momentum that’s been generated.

Meanwhile, Keiter, working in tandem with his wife, Jill, continue to expand their involvement in the Greater Northampton area while at the same taking their business to the proverbial next level.

Success in both realms helps explain why Keiter will soon have his name on something else: a Difference Makers plaque.

 

What’s in a Name?

Returning to the subject of the Keiter Card, Jackson said it’s an example not only of Scott Keiter’s genrosity and commitment to the community and its small businesses, but also of how he’s developed into a successful business person, refining several talents, including, in this case, branding and marketing.

Indeed, to purchase a Keiter Card, one first has to say that name, said Jackson, adding that, when needed, those at the chamber will help the buyer along.

“Sometimes they need help with the pronounciation — some will say ‘Keeter,’” he explained, adding that, with each transaction and each card, the Keiter business gets some additional exposure.

Scott Keiter with, from left, Evan Latour, Zak Martinez, and Sean Houlihan

Scott Keiter with, from left, Evan Latour, Zak Martinez, and Sean Houlihan, Smith Vocational Agricultural High School graduates now working for the company.

And it has already been making a name for itself in the region as a growing company, now with 85 employees, focused on both residential and commercial construction. With the former, the company tackles new construction, but mostly renovations. And with the latter, it has developed a deep portolio of clients, including many higher-education institutions, including Smith College, Mount Holyoke College, Amherst College, Elms College, and Western New England University. It also counts many businesses and municipalities on its client list.

The business recently spun off Hatfield Construction, which focuses on earth work and site work, as a wholly owned subsidiary of Keiter, and last month, it announced that it had appointed Jim Young, a business consultant and former president of Paragus Strategic IT, as president of Keiter, leaving its founder more time to focus on the proverbial big picture instead of day-to-day operations.

“We’re excited to open a new chapter for the company and focus on growth and development and building on the successes that we’ve already had,” said Keiter, who will assume the title of CEO. “Jim will help me leverage my time so I can remain focused on looking forward, being in the role of a visionary, and guiding the direction of this organization.”

The business plan calls for continued, sustainable growth and further expansion into Hampden and Berkshire counties, he went on, adding that the company has established itself in those markets and wants to build on that presence.

As noted earlier, for the first several years he was in business, Keiter had a singular focus, to get that venture on solid footing and put an aggressive growth plan in place.

As the company’s name, reputation, and portfolio of clients and projects grew, he began to shift some of his time to the community, although the main focus has still been his business.

 

Concrete Examples

Keiter has chosen to get involved in realms where he can lend expertise, and also where he can make a difference.

That includes Smith Vocational, where he has served as an advisor to the carpentry department while also bringing a number of its students into the company through its co-op program, with several of them eventually being hired by the firm.

“We try to get them out to do everything that we do,” he explained. “We try our best to get them out on our projects, where they can work side-by-side with our staff. In fact, we’ve hired a number of them; they’re some of our best employees.”

Keiter’s involvement also extends to Look Park, which he described as a “treasure,” one of the city’s best assets.

But it’s with the Keiter Card that he is making a greater name for himself in the community, literally and figuratively.

And he said it came about through twin desires — to help small businesses in the community and build his brand.

“I had an epiphany one day,” he recalled. “We were comtemplating how to allocate some marketing money, and I wanted to find a way to create a win-win, or what Vince [Jackson] calls a ‘win-win-win.’

“What this card does is give Keiter some good exposure, but it’s also supporting our community, and it’s also supporting the local economy and retailers,” he said, adding that the idea was to build on the chamber’s existing gift-card program, which was “keeping the money local.”

Douglas Gilbert, vice president of Commercial Lending at Florence Bank, another of those who nominated Keiter for the Difference Makers award, put the initiative in perspective, noting that “Scott’s generous support of the Northampton gift-card program has been vital to the program’s success and provides purchasers with a significant financial incentive to support participating area merchants.”

Jackson agreed, adding that the program’s impact has grown each year.

“In 2023, the GNCC experienced year-over year growth of 10% in Northampton gift-card sales, 13% growth in gift-card units, and 22% growth in redemptions — all driven primarily by the excitement and impact of the Keiter Card promotion,” he said, noting that the cards have sold out in a matter of days each year. “That growth in redemptions in significant and signals immediate spending, giving an exceptional boost to small businesses during a traditionally slow sales period.”

Summing up Kieter’s involvement in the community, as well as his success in business, Jackson started by saying the chamber no longer refers to those who join its ranks as members. Instead, it calls them ‘investors.’

And some businesses have earned the designation ‘prestige investors,’ he went on, adding that these are the ones creating jobs, getting involved — in the chamber and in the community — and making an impact.

Keiter — both the company and its owner — have certainly earned that designation, said Jackson, adding that his involvement in the region prompted the chamber’s leadership to present him with a Community Service Award in 2023.

“They’re doing all the right things, practicing good citizenship and promoting economic development along the way,” he noted. “They’re sharing the wealth and rewards that they’ve been blessed to have, and that’s admirable.”

 

Playing His Card

Jackson told BusinessWest that Keiter cycled off the chamber’s board of directors recently, and that it’s a tradition to give departing board menbers a gift, usually something of the ‘gag’ variety.

In this case, those at the chamber wrapped up a Keiter Card and presented it to him, imploring him to spend it wisely and spread the wealth around.

While that card was a gift to him, the Keiter Card program has been a gift to the community —both its residents and its businesses. It is a gift that has become, as Jackson said, a true win-win-win.

Class of 2024

Co-founders, Feed the Kids

They Decided to Do Something … and Not Just Write a Check

Dr. Fred and Mary Kay Kadushin

It all started with a story on National Public Radio in 2017, one with some alarming statistics about how many children in this country go to bed hungry — some 6 million of them, according to estimates at that time.

Dr. Fred and Mary Kay Kadushin were in different places when the NPR story aired, but they both had their radios on. And they were both surprised and alarmed by what they heard — enough to want to try to do something about it.

“Both of us were just so blown away by what we heard,” said Mary Kay, a retired graphic artist. “When you think about childhood nutrition, and the lack thereof … you think of other countries, but it’s right here in the United States; it’s right under your nose.”

Fred, a semi-retired neuropsychologist who specializes in toxic disorders, agreed. “We decided we needed to do something, and that we needed to do more than just a write a check.”

They talked at length about possible courses of action and eventually settled on creating a new nonprofit venture that would be called Feed the Kids, a name that says it all. And they would eventually settle on a golf tournament (something they had some experience with from their years helping to fundraise for the Boy Scouts) and accompanying online auction as the way to carry out a simple yet vitally important mission — to help existing local programs that have undertaken initiatives to combat childhood food insecurity.

Specifically, they now support Square One, the Springfield-based early-education and family-support provider that offers breakfast, lunch, and snacks to its preschoolers; Pioneer Valley Power Packs, an all-volunteer program that provides school-aged children with non-perishable food each weekend in Easthampton and Northampton; the HPS (Holyoke Public Schools) Weekend Backpack program; and No Kid Hungry, a national organization that battles food insecurity.

“Both of us were just so blown away by what we heard. When you think about childhood nutrition, and the lack thereof … you think of other countries, but it’s right here in the United States; it’s right under your nose.”

Since the first players teed it up in 2018, the program has raised more than $350,000 to fight childhood food insecurity, and along the way it has garnered the support of several area businesses, including PeoplesBank, Westfield Bank, the accounting firm Meyers Brothers Kalicka, the law firm Shatz Schwartz and Fentin, Freedom Credit Union, Monson Savings Bank, Elm Electric, and many others.

We talked with the Kadushins about their work, but we also talked with those at the agencies they support. They describe a couple that is modest, caring, generous, and committed to doing what they can to help others in this region. In other words, Difference Makers.

Dr. Fred Kadushin gets to know some of the young students at Square One in Springfield

Dr. Fred Kadushin gets to know some of the young students at Square One in Springfield, one of the nonprofits supported by Feed the Kids.

“Fred and Mary Kay are selfless in their efforts,” said Mary Bianca, a board member with Pioneer Valley Power Packs, who nominated the Kadushins for the Difference Makers award. “They work tirelessly, and their help and dedication have, and continue to make, a huge difference in the lives of thousands of children in our community.”

Kris Allard, vice president of Development and Communication at Square One, who also nominated them, agreed.

“If there’s a poster recipient for the Difference Makers award, it would be Fred and Mary Kay,” she told BusinessWest. “They are the kindest, most generous family … and there’s a pureness to what they do. They’re just individuals doing this work; there’s no expectation for recognition. They’re just good people.”

 

Impact Statements

As she talked about the Kadushins, Allard started not with Feed the Kids and what it does for Square One, but with a different initiative at the agency — one that collects winter coats for children in need.

“They would donate beautiful coats to the program, and I would always get a note from them that said, ‘make sure they check the pockets,’” she said. “There was always a toy zipped into the pocket — a little Matchbox car or any other kind of small toy that would fit in there — and Fred would always say, ‘have the kids check the pockets; there’s a little something extra there.’”

Doing something extra has been the MO for the Kadushins, she went on, adding that, during COVID, when coat drop-offs were not possible, the couple still wanted to donate. Allard, who lives in Wilbraham, arranged to go to the Kadushins’ home on Lake Paradise in Monson and pick up some coats, and while there, Fred initiated a conversation about what else Square One did.

“If there’s a poster recipient for the Difference Makers award, it would be Fred and Mary Kay. They are the kindest, most generous family … and there’s a pureness to what they do. They’re just individuals doing this work; there’s no expectation for recognition. They’re just good people.”

Upon being told the agency provided breakfast and lunch for children, but that this was ‘deficit operation,’ because funds from the state didn’t fully cover the costs, Fred told her about the golf tournament that he and Mary Kay had started a few years earlier.

So began a partnership that embodies the mission of both agencies, and one that certainly helps explain why the Kadushins are being honored as Difference Makers.

For a more in-depth explanation, we need to go back to that report on NPR.

The Kadushins, as noted, came away determined to help, and not by writing a check. They did considerable research on how best to address the larger problem and started a golf tournament to support No Kid Hungry. Soon, though, they wanted to expand their reach and directly support local organizations with programs to feed children.

There are many of them because the need is great, said Mary Kay, adding that they eventually created partnerships with Square One, Pioneer Valley Power Packs (PVPP), and the HPS Weekend Backpack program, which provides 250 to 500 Holyoke children with a backpack of nutritious food to tide them over until they return to school on Monday.

But some of these programs, and especially No Kid Hungry, provide more than food, said Fred, adding that education is also critically important.

“They have programs that educate parents about making smart food choices because sometimes, kids are just getting the wrong foods,” he explained. “It’s not just that they’re not getting enough; they’re getting the wrong kinds.”

And the need is only growing within the region, said both the Kadushins and those operating the nonprofits they support.

The Feed the Kids golf tournament

The Feed the Kids golf tournament has drawn the support of dozens of local businesses and become a summer tradition in Western Mass.

Indeed, Bianca said Pioneer Valley Power Packs saw a 65% increase in need in 2023, a surge she attributes to inflation, rising rents, an overall softening of the economy that saw more people out of work, and an end to some COVID-related relief programs.

There is a waiting list for students to receive the power packs, which consist of two breakfasts, two lunches, and some snacks, she said, adding that, thanks to the donation from the Feed the Kids tournament and auction, the agency was able to take some young people off that waiting list.

“They’re our largest supporter,” she said. “If not for them, we wouldn’t have a program.”

 

Investment Plan

The golf tournament created to support PVPP and other organizations fighting childhood food insecurity, staged annually at Springfield Country Club, has become a labor of love for the Kadushins and a small army of volunteers that lend support and handle assignments from securing items for the auction to working at the course on tournament day.

Planning for next year’s tournament begins almost immediately after the current year’s edition ends, said Fred, adding that the goal is to keep overhead as low as possible (in this case, almost zero) to funnel as much of the money raised to nonprofits as possible.

The event has grown over the years, at least in terms of the auction and the number of supporting corporate sponsors. (As veteran golf-tournament organizers, they understand the importance of limiting the number of golfers on the course, thus helping to ensure that a good time is had and foursomes come back the next year.)

And its importance has grown as well, said the Kadushins, agreeing with Bianca that, regrettably, the need has only increased in the years since that NPR report.

They view their efforts as an investment in young people and an investment in the future of this region, and the country.

“The payoffs are so high,” Fred said. “Proper nutrition affects physical, cognitive, and emotional development. If you think about it, nutrition affects everything. If you improve concentration, you can improve school performance, and when kids eat properly, they’re more likely to graduate, and the downstream implications of that are huge in terms of improving lives and ensuring that people become productive members of society.

“You decrease things like obesity and improve immunity,” he went on. “So downstream, you’re improving kids’ health, so there will be less drag on the healthcare system.”

Mary Kay agreed. “Our passion is with kids because it’s hard to imagine a child going to bed hungry, and that’s generally through no fault of their own,” she said. “Our heart goes out to that.”

While they’re proud of what they do, the Kadushins, as might be expected given the testimonials above, say the real work being done to combat food insecurity among young people is at the nonprofits addressing the problem and by those on the front lines, many of them volunteers.

“These volunteers are amazing; they pack the food, they get it distributed, and they identify who needs the food,” Mary Kay said, adding that she, Fred, and other members of the golf-tournament team will be joining those in Holyoke to stuff backpacks later this month. “It’s pretty amazing, these people who actually do this work.”

Equally amazing is the devotion that Fred and Mary Kay bring to the efforts to help these agencies and volunteers carry out their missions.

Their work is done mostly behind the scenes, organizing the golf outing, signing up sponsors, and attending to the smallest of details. Their stated goal is to press on, grow their venture, hopefully add a title sponsor, and, ultimately, help local agencies help more people in need.

What else would you expect from a couple that puts small surprises in the pockets of winter coats earmarked for children in need? What else would you expect from a couple that didn’t just listen to a news story on childhood hunger, but committed themselves to doing something about those alarming statistics?

What else would you expect from two genuine Difference Makers?

Class of 2024

Executive Director, Franklin Regional Council of Governments

In Small Towns, She Makes a Big Difference

Linda Dunlavy

When asked what she likes about her work — and she must like it because she’s been doing it for more than 30 years now — Linda Dunlavy paused for a moment before giving an answer that was as succinct as it was powerful.

“If you’re patient … you can create positive change,” she said, putting additional emphasis on that word patient. And for good reason. When you’re dealing in complex issues such as transportation, broadband access, a housing shortage, climate change, and poulation loss, the solutions don’t come quickly or easily, she said.

To get her point across, Dunlavy, executive director of the Franklin Regional Council of Governments (FRCOG, or simply the COG, as it’s called), recalled the countless meetings she would attend with Tim Brennan, the former director of the Pioneer Valley Planning Commission who passed away in 2020 (and a Difference Makers honoree himself in 2011), as they led efforts to bring north-south rail service back to Greenfield and other communities in Western Mass.

It was a long, hard fight, she recalled, shaking her head as the reflected on the heavy amounts of early skeptism, miles put on the odometer traveling to and from more meetings than she could possibly count, and endless discussions with policymakers and power brokers in an effort to turn back the clock on rail service.

“There were people saying, ‘you’ll never get this,’ and ‘you can never justify this,’” she recalled, flashing back almost a quarter-century and the start of her work on this issue.

“Tim and I would drive to Boston all the time, and I would drive to Springfield all the time; I was meeting with MassDOT, meeting with legislators, meeting with Amtrak, meeting with the Federal Highway Administration, meeting again with MasssDOT, meeting again with legislators. And it was a lot of ‘let’s try this’ … and we’d hit a dead end and then back up, and then we’d say, ‘let’s try this option’ and hit a dead end. That was a lot of the strategic work I did with Tim: ‘what can we try next? What’s the next obstacle that needs to be overcome to prove that this is a good idea?’”

Overall, it took 15 years to get north-south passenger rail returned, Dunlavy noted, adding that passenger volumes post-COVID, high enough to convince the state to take the service from trial status to permanent in nature, validate all that hard work.

This is just one example of how her patience, and a number of other qualities, have yielded that positive change she spoke of. Others include her work to bring reliable broadband to rural communities, a project to realign Route 2 around the Erving Industries paper mill, and even the building the COG is now housed in — the John Olver Transit Center in Greenfield.

“Linda has a preternatural ability to see what needs to be done and, with transparency underpinned by a willingness to accept risk and accountability for choices, forge ahead.”

Dunlavy’s tenacity and ability to get things done were summed up effectively by Jay Dipucchio, president of Turners Falls-based Nutri-Systems Corp. and also a member of the COG advisory board, who nominated her for the Difference Makers award.

“Linda has a preternatural ability to see what needs to be done and, with transparency underpinned by a willingness to accept risk and accountability for choices, forge ahead,” he wrote. “It helps as well that the energies applied and chances taken are informed by hard-earned experience and a great depth of knowledge.

communities in Franklin County, including Greenfield, seen here.

During her lengthy career with the FRCOG, Linda Dunlavy has brought services to, and been a tireless advocate for, communities in Franklin County, including Greenfield, seen here.

“She is an incomprably vigorous advocate and collaboration builder for Greater Franklin County and the Pioneer Valley,” he went on. “By cultivating collaboration and fostering innovative public-sector responses to regional service issues, her leadership of the FRCOG has created arguably one of the most unique and recognized public-service organizations in the Commonwealth, truly making a difference for the people who live here.”

In keeping with that assessment of her talents and value to the region, Dunlavy said she is focused not on what she’s been able to accomplish for the people of Franklin County — and all the state’s 170 rural communities, for that matter — but on the work still to be done.

And there is plenty of it, in realms ranging from housing to climate issues and readiness for disasters like the mirobursts and heavy rains of last July, to what has become the most crucial issue facing this region: population loss.

Dunlavy is addressing these issues and others with the requisite patience, but also large amounts of tenacity and that ability to get things done — attributes that speak to her impact as a Difference Maker.

 

Staying on Track

As she wrapped up her conversation with BusinessWest, Dunlavy gestured out one of the windows of her corner office to the incoming Amtrak train, the Vermonter, stopping at the depot just a few hundred feet away. She took the opportunity to count the number of people getting off and on, something she does often, and for obvious reasons.

“She is an incomprably vigorous advocate and collaboration builder for Greater Franklin County and the Pioneer Valley.”

While only a few were getting on this particular train, heading north on a Tuesday afternoon, the numbers for the trains heading south — to Northampton, Springfield, Hartford, then New York and eventually Washington — have been solid, as has overall volume for the service, she said, adding that the numbers help validate all those meetings and all that time spent convincing officials to bring the trains back to the region.

And while the return of train service may be the crowning achievement of Dunlavy’s career, there have been many others, as noted earlier.

Bringing rail service back to Greenfield and other Western Mass.

Bringing rail service back to Greenfield and other Western Mass. communities is one of many long-term projects in Linda Dunlavy’s record of service to the region.

Beyond the larger projects, there is the day-to-day work of advocating for, and providing services to, the towns of Franklin County, but also all the rural communities of the Bay State — those with fewer than 500 people per square mile.

That’s every community in Franklin County other than Greenfield, she said, adding that these towns are small — or, in the cases of Monroe and Rowe, with populations of 120 and 394, respectively, very small.

Serving these communities is the mission of the COG, created in the wake of the abolition of county government in 1997. Today, it operates 12 programs and boasts more than 50 staff members and an annual budget of more than $5 million, funded in part by assessments to the 26 municipalities in Franklin County, but mostly through state and federal grants.

Dunlavy started with the county commission in 1993 and transitioned to the COG when it was created in 1998, and took at the helm of the organization in 1999.

Summing up its mission, she said it is similar in many ways to the Springfield-based Pioneer Valley Planning Commission. It serves the communities of Franklin County, the most rural county in the state, providing planning services as well as regionalized municipal services to those communities, as well as some outside the county. Those services include building, wiring, and inspection services, as well as the purchasing of municipal products and services for 59 towns, items such as guardrail, asphalt, salt, sand, and fuel.

“Our focus is Franklin County, but we go outside Franklin County with projects and partnerships to serve the county better,” she explained. “So we work with cooperatively with the Pioneer Planning Commission on many projects, such as rail.

“Our towns are very rural, and that’s why we provide so many municipal services,” she went on. “A small town like Buckland would have a hard time finding a qualified accountant, a qualified health agent, a qualified business inspector. So, by combining those services together, we can hire professional staff and provide those services to our rural communities.”

 

The State of Things

Beyond providing these services, the COG, like Dunlavy herself, serves as an advocate for the region, on issues ranging from rail to broadband to housing.

The week she spoke with BusinessWest, she was also in Boston testifiying at an 11-hour hearing on the housing bond bill and advocating for housing solutions that recognize the difficulties and contraints of developing housing in rural areas.

She was testifying in her role as part of the Massachusetts Assoc. of Regional Planning Agencies, but also as chair of the Rural Policy Advisory Commission, she said, adding that, in both capacities, she advocated for recognition that housing development in rural areas comes at a smaller scale than in Hampden County or Eastern Mass., for example, meaning there are fewer economies of scale and far fewer developers interested in building in such areas. Also, most of these rural communities have limited water and sewer infrasructure, so the cost to develop housing is much higher.

With a better understanding of these issues, she said, legislators can craft a bond bill that creates greater equity when it comes to a housing shortage that impacts virtually every community in the Commonwealth.

Meanwhile, she and others at the COG are also working to make the region more prepared for disruptions like COVID and climate-related disasters such as the torrential rains and accompanying flooding last summer, which ruined crops and damaged infrastructure.

“We need to focus on what we can learn from the devastation of the July storms, on how we make our region more resilient, and how we can get our communities to work together to set climate-resiliency priorities and choose projects togther,” she said. “If you look at all of that as emergency response … that’s a big part of what we’re doing right now.”

But the biggest challenge, though, is population loss, and it’s an issue that now commands a large amount of Dunlavy’s time and energy.

“It’s a huge issue for us; we always have it in the back of our minds in all of the work that we do — what can we do to stem population loss and attract young families to our region. Because an aging and declining population is not great for our economy.”

Elaborating, she said population growth has been stagnant since 2000, but there are projections, contained in a report prepared by the UMass Donahue Institute, for a precipitious decline, perhaps 20%, in the years to come.

That model does not take into account a resolution to the broadband issue in many Franklin County communties, she went on, nor does it factor in the rising popularity in remote work and the boost it has provided for many rural areas. So, while the projections are stark, there is reason for optimism.

“There are a lot of factors we can use to make sure those population projections don’t come true,” she told BusinessWest. “That’s a big focus of our work.”

 

Progress Report

As she offered a quick tour of the transit center, Dunlavy recalled the time a gentleman visited not long after it opened.

“He said, ‘I’d like something like this; how long did this take?’” she recalled, adding that the answer — more than 20 years — startled him somewhat.

That’s about the average for most of the major projects she has undertaken, she went on, stressing, again, that none of her landmark projects — be it broadband, rail, or the Route 2 realignment — came quickly or easily. Such projects require patience, and a whole lot more.

Dunlavy has those attributes, just as her friend, colleague, and mentor Tim Brennan did. And now she shares something else in common with him.

She’s a Difference Maker.

Class of 2024

Senior Vice President, Marketing and Corporate Responsibility, PeoplesBank

He Goes Well Beyond the Job of ‘Playing Santa Claus’

Matt Bannister

Matt Bannister likes to say that he has “one of the best jobs at the bank,” although some might consider it the worst.

His title is senior vice president of Marketing and Corporate Responsibility, a position that comes with many responsibilities, including a rather large role in determining and then implementing PeoplesBank’s philanthropic strategy, duties he described this way: “I get to play Santa Claus.”

Indeed, he’s part of the team that essentially determined how the bank apportioned $2.3 million in giving in 2022 and another $1.6 million in 2023, with donations averaging roughly $3,000 presented to more than 500 nonprofits and causes meeting some of the region’s most critical needs, such as food insecurity, housing, economic development, and literacy.

 

 

More on all this later, because this work is not why Bannister has been named a Difference Maker for 2024. OK, it’s a small part of the reason why.

The much bigger reason is the manner in which he has gone well beyond playing Santa Claus and well beyond helping decide to whom the bank will write checks — rather, he’s become closely involved with helping to meet some of those needs listed above.

Since joining the bank in 2015, he has served as a board member for agencies including Link to Libraries, EforAll Pioneer Valley, the Greater Northampton Chamber of Commerce, the Springfield 9/11 Memorial fundraising committee, the Public Health Institute of Western Massachusetts, Hilltown Community Health Center; the American Red Cross, and Revitalize Community Development Corp. (CDC), where he is current co-chair.

“You can say that he manages the pocketbook and he helps us disperse funds in the right ways, but when you see that expense report and you see that mileage — that’s not giving out money as much as it is participating and being part of the community.”

Involvement with the health-related agencies on that list continues a pattern to focus his time, energy, and talent on matters related to health and well-being (and he puts Revitalize CDC squarely in that category, as we’ll see).

Before coming to PeoplesBank, Bannister was executive vice president of Corporate Communications and Brand Content for the American Heart Assoc./American Stroke Assoc., and before that, he was vice president and group account director at Arnold Worldwide, working on integrated marketing campaigns with a focus on anti-tobacco efforts for clients including the Massachusetts Department of Public Health, the FDA, and the American Legacy Foundation.

PeoplesBank President Tom Senecal, who nominated Bannister as a Difference Maker, says he can quantify and qualify how much of an impact his colleague has made. For both, he turns to statistics the company keeps on just how many hours each employee devotes to volunteer work — with Bannister logging at least twice as many on bank-sponsored activities, in his estimate — and especially the expense reports Bannister turns in.

“I see the expense reports; they’re three pages long with his volunteer mileage — three pages per month,” he said, adding a verbal exclamation mark. “You can say that he manages the pocketbook and he helps us disperse funds in the right ways, but when you see that expense report and you see that mileage — that’s not giving out money as much as it is participating and being part of the community.

Matt Bannister, seen here at the PeoplesBank booth

Matt Bannister, seen here at the PeoplesBank booth at Junior Achievement’s Teen Reality Fair last year in Chicopee, has become actively involved in the community.

“He goes well above and beyond what we ask him to do to represent PeoplesBank,” Senecal went on, adding that this involvement, this commitment to backing up the checks the bank writes with his work on boards and mowing lawns for Revitalize CDC, explains why he’s been chosen as a Difference Maker for 2024.

 

By All Accounts

Bannister loves to tell the story about his participation in career day at his then-9-year-old daughter’s elementary school. It conveys a little about what he was doing at the time — this was when he was with Arnold Worldwide working on ad programs to help curb smoking among young people — and a lot about why he has been chosen as a Difference Maker.

“Kids at that age don’t really have a strong sense for what their father does for a living,” he said, recalling that his daughter introduced him by saying simply, ‘this is my dad … he saves lives for a living.’

“I thought that was really cool,” he told BusinessWest, adding that this description of what he did certainly helped inspire some of his next career steps. “I said, ‘I want more of that,’ and it helped me go from doing the anti-tobacco work at the agency to the American Heart Association.”

“Our philosophy is to give a little to a lot of groups, and not a lot to a few groups. That’s because almost every nonprofit is worthwhile and doing good work.”

Tracing his work history, Bannister said he worked for the ad agency Hill Holiday in Boston and later with Arnold Worldwide, working on accounts ranging from Volkswagen to Puma to Ocean Spray. In the late ‘90s, he was promoted and told he’d be working on the Department of Public Health account.

“I initially said, ‘that doesn’t sound like a promotion,’” he went on, adding that this was at the time when a 25-cent tax was put on every pack of cigarettes sold, with the money going toward smoking-cessation programs and preventing youth uptake.

“Every ad agency had a beer, a car, a fast-food chain … now, a brand-new category was created — a $100 million category because of all the revenue that was being created,” he went on. “And it was untilled, fertile soil.”

In his role, Matt Bannister is often the face of PeoplesBank

In his role, Matt Bannister is often the face of PeoplesBank, such as at this occasion marking the bank’s donation — $250,000 over five years — to the building of a new facility for the Food Bank of Western Massachusetts.

Overall, it was more rewarding work than selling cars or cranberry juice, he said, adding that he changed course, career-wise, and joined the American Heart Assoc., serving eventually as executive vice president of Communications at its national headquarters in Dallas.

“At the ad agency, you’re selling pizza, sneakers, and sugar water — you’re selling a product,” he explained. “In public health, you’re selling behavior change; you’re selling ‘eat right, don’t smoke, exercise more.’ It’s not something you buy, it’s behaviors, and it’s marketing that’s a lot more challenging and rewarding.”

Desiring a return to the Northeast — he was born in Dedham and attended UMass Amherst — Bannister accepted the role of senior vice president of Marketing and Corporate Responsibility at PeoplesBank, a position with a broad job description that includes corporate responsibility but now also includes marketing, media relations, and social-media management.

And when it comes to charitable giving, he said the bank’s goal is to “say yes as often as you can,” he noted.

“Our philosophy is to give a little to a lot of groups, and not a lot to a few groups,” he explained. “That’s because almost every nonprofit is worthwhile and doing good work.”

Elaborating, he said that, while he supports a wide array of nonprofits and causes, within the giving strategy is an emphasis on certain areas, such as economic development, literacy, food insecurity, and public health, which translates into larger donations to some groups, such as the Food Bank of Western Massachusetts, Girls Inc. of the Valley, and Revitalize CDC.

 

An Involved Process

These have, in fact, become Bannister’s personal points of emphasis as he chooses the organizations and causes to get personally involved with — and there are many invitations to weigh.

As noted earlier, this involvement is the primary reason why he is part of the Difference Makers class of 2024. He said it’s a part of his job, and also a way to see first-hand the work being done in some of the areas listed above, and be a part of that work.

“The more I can roll up my sleeves, the better I feel about who we’re giving to,” he told BusinessWest, adding that he is certainly selective about the groups and causes he gets involved with.

“In the beginning, it was because they asked me,” he said with a laugh. “Now, it’s more the groups that are working boards that have a vibrant cross-section of the community involved, and that I think we can benefit by being involved.”

Since joining PeoplesBank, Matt Bannister has donated his time

Since joining PeoplesBank, Matt Bannister has donated his time, energy, and talents to several nonprofits and causes, including Revitalize CDC.

That includes Revitalize CDC, which undertakes a number of projects that fall into broad category of public health, including critical repairs on homes of low-income families with children, the elderly, military veterans, and those with special needs, but also initiatives involving interventions for adults and children with asthma, nutrition programs, and making home improvements that allow seniors to remain in their homes.

He is active with all those intiatives, but has carved out his own niche.

“My favorite thing is mowing the lawn — no one thinks to do that. It’s the curb appeal,” he said with a laugh. “I’m not a skilled laborer, and mowing the lawn is hard to screw up.”

Turning serious, he said the organization’s work is critical to improving health and quality of life in the region.

“Their work involves prevention more than treating the symptoms, which is what a good public-health person cares about,” he said. “It’s not as glamorous, and it’s harder to quantify, but it’s much more important work.”

As he talked about what he does for a living and within the community, Bannister made sure to thank the bank for giving him the opportunity to be part of a winning team, and to thank his wife, Sharon, for … well, being understanding and tolerant of a schedule that has him on the road a lot, maybe three or four days a week and sometimes for several events on the same day during the busy season.

It’s a big part of the job, he said, adding quickly that the job, the travel, and the events involve two states and a much larger radius now that the bank has made a push into Connecticut, one that promises to involve more zip codes in the years to come.

What’s not necessarily part of the job — and this becomes clear in Bannister’s expense sheets and Senecal’s reaction to them — is his commitment to getting very involved with several of the organizations that the bank ultimately writes checks to.

He admits to gradually learning how to say ‘no’ to those who ask him to serve on boards, but often, the answer is still ‘yes.’

 

Bottom Line

If Matt Bannister had to introduce himself at a third-grade career day, he might start by saying what he often tells people about his role: “I work at a bank, but I’m not a banker. And I absolutely love my job at the bank.”

Others who really know, people like Senecal and Colleen Loveless, president and CEO of Revitalize CDC, might be tempted to borrow the line used by his daughter and say that he saves lives.

Or … they could keep it very simple, yet powerful — and introduce him as a Difference Maker.

That says it all.

Community Spotlight

Community Spotlight

Facemate property

An architect’s rendering of the mixed-use facility planned for the last remaining parcel on the Facemate property, one that will bring more than 100 units of affordable housing to the city.

Like most other cities and towns, Lee Pouliot says, Chicopee has a housing shortage.

It’s evidenced by everything from lengthy waiting lists at apartment complexes and skyrocketing rents to rising prices for single-family homes, said Pouliot, the city’s planner, adding that there are several projects in various stages of development that may bring some relief.

One is long-anticipated new construction at the last remaining parcel from the former Facemate complex, a project that will add an anticipated 106 units of affordable (workforce) housing to the city’s inventory.

“Housing is a huge issue here and around the Commonwealth, so to get construction of 106 new units is very significant for us,” he said, referring specifically to the Facemate project. “And this is new construction from the ground up, so it will be a fairly significant change to that area; we’re pretty excited.”

There’s also progress on the remaining buildings at the former Uniroyal complex, which has been closed and mostly vacant for more than 40 years. Pouliot said the city is close to naming a preferred developer for a project that will make housing the focal point of redevelopment of the former manufacturing buildings.

“Chicopee is really the crossroads of the region. It’s easy to get here from anywhere, which attracts many different kinds of businesses.”

Then there’s the massive — as in nearly 1 million square feet — Cabotville complex in the center of the city. Now vacant for more than four years, the property will likely be going to auction again shortly, said Pouliot, adding that the city is hoping that a buyer experienced with mill conversions will obtain the property and make housing its primary new use.

But momentum on the housing front is just one of the developing stories in this city of more than 55,000 people, the second-largest city in the region.

Indeed, Melissa Breor, director of the Chicopee Chamber of Commerce, cited everything from some new businesses, all minority-owned, in the city’s center — including Island Spice restaurant, specializing in Sri Lankan cuisine, and a new location for Hot Oven Cookies — to renovation of the former city library into space for community events, to progress with her own chamber, which, like most all others in the region, has had to downsize and battle back from the difficult COVID years.

“There’s many exciting things happening here,” said Breor, who grew up in the city, left, and returned to get more involved in the community. Overall, she noted, Chicopee continues to take full advantage of its many assets, and especially its location and accessibility; there’s not one, but two Mass Pike exits funneling traffic into the city, which also has I-91 and Routes 291, 391, and 33 running through it.

“Chicopee is really the crossroads of the region,” she said. “It’s easy to get here from anywhere, which attracts many different kinds of businesses.”

Other assets include Westover Metropolitan Airport and several industrial parks created on surplus land at the massive Air Reserve base, both now overseen by Andy Widor, president and CEO of Westover Metropolitan Development Corp. (WMDC), which operates the airport.

Melissa Breor

Melissa Breor says Chicopee has many tangible assets, especially its location along several major highways.

He said the airport is somewhat of a hidden gem, and one of its priorities is to make it less hidden. The facility is home to maybe 20 aircraft of various sizes. Meanwhile, many chartered flights, such as those for area sporting events, and private jet flights, including many for the Basketball Hall of Fame induction ceremonies each fall, will use Westover as an entryway to the region. It also hosts public charters to Atlantic City operated through Sun Country Airlines, service that started last August.

“We like to say that the airport connects Chicopee to the world,” said Widor, adding that a recent study undertaken by the UMass Donohue Institute shows that the airport and airparks operated by the WMDC are an “economic-development engine for the region,” contributing more than $2.2 billion in economic output and roughly 8,500 jobs around Massachusetts annually.

For this, the latest installment of its Community Spotlight series, BusinessWest takes an in-depth look at Chicopee and the many forms of momentum in evidence there.

 

Progress Report

Pouliot told BusinessWest that redevelopment of the Uniroyal complex, once one of the city’s largest employers, has been a story with many twists and turns, with its first chapters written when Ronald Reagan was patrolling the White House.

The latest chapter holds enormous promise for helping alleviate Chicopee’s housing crisis while bringing new vibrancy to the Chicopee Falls section of the city, he said, adding that the city issued a request for proposals for the four remaining buildings on the site last year, received proposals from two different groups, and has seen one of them recommended by an evaluation team.

Negotiations continue with that group on a land-disposition agreement, he went on, noting that, by spring, the city should be in a position to announce both a plan for the property and the group that will carry it out.

“The city’s hope is that a developer gets control of this property that has experience with mill conversion from the ground up. These are challenging projects, and experience is critical in navigating everything from building codes to financing strategies.”

“We’re anticipating mixed use, with a significant housing component,” he said, adding that negotiations continue on the number of units that will be created in what will be a massive undertaking that will likely take several years to complete.

The timeline is much shorter for redevelopment of what’s known as the Baskin parcel at the Facemate complex, a project being undertaken by Brooklyn-based Brisa Development.

Plans call for a mixed-use development which, in addition to the 102 units of workforce housing, will also include a restaurant and a sports complex that will include indoor and outdoor athletic fields, batting cages, elevated running tracks, climbing walls, and outdoor spaces “encouraging community engagement,” according to the Brisa website.

The residential portion of the project, new construction, will commence first, said Pouliot, adding that ground will likely be broken this spring or summer.

As for Cabotville, the property that casts a huge shadow over the city’s center, literally and figuratively, Pouliot said the property has had several owners over the past few decades, with none of them able to advance projects to create housing or other uses. The property is vacant — the last remaining commercial tenants were evicted as the building was closed due to code violations in 2022 — and secure, but the clock is certainly ticking.

“From an engineering perspective, it’s structurally sound, but the longer a building sits vacant, the greater the risk of its condition deteriorating,” he said, adding that, while there has been discussion of the city potentially acquiring the property, as it did with the Uniroyal complex in 2009, officials are leery about taking on another huge development project until the Uniroyal project advances.

Andy Widor

Andy Widor is working to build out all aspects of Westover Airport.

“The city’s hope is that a developer gets control of this property that has experience with mill conversion from the ground up,” Pouliot told BusinessWest. “These are challenging projects, and experience is critical in navigating everything from building codes to financing strategies.”

While those initiatives unfold, some municipal projects are moving forward as well, he said, referencing long-awaited work to renovate the former library, closed since 2004.

Bids have been received for the project, estimated at $18 million, with the goal of transforming it into programming space to host everything from Chamber of Commerce business training events to programs staged by nearby Elms College. It will also be the permanent home of the Center Fresh Market, a farmer’s market that traditionally sets up in the plaza outside the building.

The city is also close to bidding the next phrase of City Hall renovations, he said, adding that this phase involves renovation and modernization of office suites.

 

Changing Landscape

As she talked with BusinessWest in the chamber’s tiny office on Center Street, just a few hundred yards from City Hall, the library, and Cabotville, Breor said Chicopee is a community seemingly in a constant state of change.

Whether it’s new businesses, many of them national chains, on Memorial Drive, the city’s main commercial throughfare, or new or growing local entrepreneurial ventures, such as the new tenants just a block away on Center Street in property redeveloped by the Valley Opportunity Council — Hot Oven Cookies and Island Spice — the business landscape is always changing, she said.

Chicopee at a Glance

Year Incorporated: 1848
Population: 55,560
Area: 23.9 square miles
County: Hampden
Residential Tax Rate: $14.76
Commercial Tax Rate: $31.78
Median Household Income: $35,672
Median Family Income: $44,136
Type of Government: Mayor; City Council
Largest Employers: Westover Air Reserve Base; J. Polep Distribution Services; Callaway Golf Ball Operations; Dielectrics; MicroTek
* Latest information available

Breor came to the chamber in the summer of 2022 after working at UMass and, before that, with the Greater Northampton Chamber of Commerce as Hampshire County tourism coordinator. Desiring to return home — she grew up in Chicopee Falls — she originally applied for an open position at the chamber handling marketing. But while interviewing for that job, the director’s position became open, and she adjusted her sights.

She now presides over a chamber, that, like most all others in the region, has become smaller in just about every way, from the size of its office to the number of members (currently about 250) to the size of its staff — at present, it’s just Breor and a one-day-a-week staffer focused on marketing and social media.

But the chamber remains a powerful force for a business community that is diverse in every sense, she said, whether it’s providing technical assistance, staging networking events, or collaborating with other area chambers on larger projects.

One such event, slated for March, will benefit the Food Bank of Western Massachusetts (recently named BusinessWest’s Top Entrepreneur for 2023). The rice-and-beans drive and fundraiser will also involve the Springfield, Holyoke, Westfield, ERC5, and West of the River chambers, said Breor, adding that there are other collaborative efforts on the calendar or in the planning stages, including legislative events and a softball tournament to be undertaken with the Holyoke chamber to be called the Battle of the Bridge.

At Westover Airport, meanwhile, Widor is working to build out all aspects of that operation, from planes based there to flights in and out, and he believes there is great potential to do so.

Renovation of several hangars on the property, an ongoing initiative, presents the opportunity to house more planes of all sizes, including the largest private jets, at the airport, he noted.

Meanwhile, the airport’s location — close to Springfield and Hartford as well as the many colleges in the region — is an asset, as is the relatively new pilot-controlled lighting at the facility, which enables it to remain open for landings 24 hours a day.

Widor said the airport, which shares runways with the Air Reserve base, serves a number of businesses and institutions — bringing guests for Hall of Fame induction week and headliners for performances at MGM Springfield facilities to the region, for example, as well as organs for transplant at Baystate Medical Center — and there is considerable room for growth.

Chicopee’s leaders believe the same is true for the city — and its diverse business community — as a whole.

 

Professional Development

Professional Development

Jennifer Law

Jennifer Law says the class in effective business writing has been a benefit to employees across the O’Connell Companies.

Jennifer Law recalls that, when she scheduled a course in effective writing for employees at the O’Connell Companies, there was some skepticism and a few moans and groans.

“I think many of them went into this thinking, ‘this is going to suck,’ or ‘I have to sit through this for a day,’” she said, adding that, as the course unfolded, and certainly when it was over, the responses were much different.

“They were all very thankful, and we got some great emails on how much they learned and how much they enjoyed the class,” said Law, controller for the company, adding that many of these emails were certainly better-written than those in the weeks, months, and years before this class, which was titled “Business Writing Excellence.”

And that was the point of the exercise.

Indeed, Law, who remembers emails and other correspondences being red-inked (literally) by a supervisor at a previous employer who spent years as a teacher, said she certainly became a better, more effective communicator because of those experiences.

“I learned so much from his doing that; it got ingrained in my brain,” she explained. “And when I read something from someone else that’s not right, that’s bouncing back and forth from tense to tense, isn’t cohesive, that doesn’t answer all the questions — that frustrates me.”

Enough for her schedule “Business Writing Excellence,” offered by the Employers Assoc. of the NorthEast (EANE), last summer. The class drew 20 employees from all levels of the company, including Matt Flink, president of Appleton Corp., one of the O’Connell Companies, as well as accountants, site managers, and others.

“When I read something from someone else that’s not right, that’s bouncing back and forth from tense to tense, isn’t cohesive, that doesn’t answer all the questions — that frustrates me.”

The common denominator was that each wanted to understand how to communicate better and more effectively, said Law, adding that this need crosses generations, but is perhaps more apparent with younger generations that have grown up texting and, quite often, taking shortcuts when trying to get their message across.

And in the business world, shortcuts can lead to poor communication, misinterpreted messages, lost time, lost productivity, and more, she noted.

That’s why EANE offers this course, said John Henderson, director of Learning and Development for the agency, as well as another titled “Emails: That’s Not What I Meant,” an aptly named, increasingly popular course on a subject of growing importance to companies of all sizes — helping employees craft better, more effective emails.

“That class gets into not just content, but also the tone of the email and understanding who your audience is,” Henderson explained. “We all know that emails are often misread or misinterpreted by the reader, so we have a specific course on email writing.

John Henderson

John Henderson says the biggest mistake most make with email is hitting the ‘send’ button too soon.

“With any kind of communication, whether it’s email, writing, a phone call, face-to-face,” he went on, “to be an effective communicator, it helps to know who your audience is and be able to create the message in a way that will effectively work with as many people as possible.”

For this, the latest installment in its series on professional development, BusinessWest takes an in-depth look at this specific need, but also at the broader issue of communication in the workplace and why employees at all levels need to find the ‘write’ stuff.

 

The Latest Word

Law said the O’Connell Companies invest a considerable amount of time and energy hiring the right individuals for positions at all levels of the organization.

But the investments don’t stop there, she said, adding that the company is focused on ongoing training and education aimed at giving employees the tools and the means to do their work — and serve its many different kinds of clients — effectively.

This training covers many areas, including communication and the EANE course in business writing, she said, adding that the class dealt not in the abstract, but rather with actual emails and other correspondences sent by participants, which were reviewed and critiqued, with an eye on grammar, but also on tone and simply getting the intended message across.

As noted earlier, problems with all of the above are common with employees of all ages, said Law, but especially the younger generations that grew up texting.

“These are people who always lived in that world of technology and texting and short, cut-off responses,” she said. “When you come into the business world, that doesn’t work anymore, and you see that this is how they’re communicating — very short, unclear, not thorough … and then the receiving person gets that message, and they’re confused, and it spirals into miscommunication.”

Elaborating, she said tone can be lost not only in texts, but also in emails, and improper tone can lead to a number of problems.

“These are people who always lived in that world of technology and texting and short, cut-off responses. When you come into the business world, that doesn’t work anymore.”

Henderson agreed, which is why EANE offers both the “Business Writing Excellence” class, one that more than 20 area companies have presented to employees, and “Emails: That’s Not What I Meant.”

The latter was created prior to COVID, but it became more timely, and even more important, during the pandemic, when face-to-face meetings became all but impossible and email became the chosen way to communicate — and often do business.

Henderson told BusinessWest that people make many mistakes with email, but perhaps the biggest is hitting the ‘send’ button too soon. By that, he was referencing everything from checks on grammar to a review of content to making sure the email is going only to its intended recipients.

“People rely on email as a rapid response, and they don’t put as much thought into writing an email as they would a letter,” he explained. “People hit the send button too soon rather than go back and reread what they’ve written.”

And when they do go back and reread, email senders should certainly focus on grammar — typos are embarrassing and do not convey professionalism — but they should also look hard to make sure the proper tone is set and that words and phrases cannot be misinterpreted by the recipient.

“If I’m writing an email, before I send it, I should think, ‘the person I’m sending this to, or the people I’m sending this to … how they are going to read this, and are there nuances in there that someone might take to a different interpretation?’” Henderson said. “Or they might look at it as me being rude because I didn’t start the email with ‘good morning.’”

Indeed, one of the bigger mistakes people make is simply not knowing the intended recipient for an email, he noted, adding that understanding the audience is critical to getting the message across and conveying the proper tone.

Elaborating, he said some recipients will like a reference to the weather or a question about how one’s day is going — ‘fluff,’ as he called it — while others are all business and don’t want or need pleasantries.

“Do they want something direct, or do they want something that’s more personable?” he asked rhetorically, adding that the sender should try to know the answer to that question. “We need to think about the recipient and how they want to receive that message; it’s an interesting dynamic when you’re trying to communicate through email.”

When in doubt — and there is a good deal of doubt with many in business who sends dozens of emails a day, often to people they don’t know well — it’s best to be pleasant and throw in a little of that fluff, he told BusinessWest, because not doing so might set the wrong tone.

 

Getting It Write

Flashing back to the class last summer and a group review of writing samples sent by company employees, Law said it was a tremendous learning experience.

“Everyone was able to reflect back, get those ‘a-ha’ moments, and say, ‘oh, yes, if I only had I said it this way, maybe I would have gotten my point across better.’”

Getting the point across clearly and concisely is one of the more important, if still underappreciated, aspects of doing business, she added.

And it should be an critical component of any employee’s overall professional development.

 

Features Special Coverage

A New Era Dawns

Mick Corduff

Mick Corduff

 

Mick Corduff calls it his “research and development time.”

It comes early in the year, when things are slower in the hospitality sector. It’s a time to reflect, drill down on what happened the year before, and ramp up the planning for the year ahead.

“I look back and measure all that was good and all that wasn’t good,” he said. “Menus that worked and didn’t work, staffing and structures that worked, management positions that worked and didn’t work; we always try hard to raise the bar.”

This year, research and development time is more than a little bit different … because last year, there were a few distractions, as he put it.

Indeed, 2023 saw a long partnership — more than two decades — between Corduff and Peter Rosskothen come to an end when Rosskothen sold his shares in the company that owns the Log Cabin Banquet & Meeting House, the Delaney House restaurant and D. Hotel Suites & Spa to Corduff and his new business partner, Frank DeMarinis.

The end to the business relationship, which had been talked about for several years and then finalized over the course of 2023, came in late September, ushering a new era for a group of businesses that comprise one of the pillars of the region’s hospitality sector, and for which Rosskothen had long been the face.

“The past four months have definitely been very hectic, but I like to think that I’ve handled pressure well over the years. It’s something that a chef has to do.”

Corduff now becomes the new face, moving from what was mostly, but not entirely, back-of-the-house operations to back and front of the house, although he’s taking steps to delegate some of his many responsibilities to other managers.

For now, and for the foreseeable future, he has a lot on his plate — literally and figuratively. There are the day-to-day operations and coping with challenges ranging from the still-rising cost of food to an ongoing workforce crisis to meeting the many needs of today’s marrying couples. He’s also overseeing the return of Sunday brunch at the Delaney House, planning for the upcoming St. Patrick’s Day parade events and a ‘sister-city’ trip to Ireland later this year, and advancing some ambitious plans for the future. While doing all that, he’ll spend some time in the kitchen cooking as well.

In a candid conversation with BusinessWest about all of the above, and especially the many responsibilities he now handles, Corduff said he brings to his new and expanded role what he calls a chef’s mentality.

Sunday brunch at the Delaney House

The return of Sunday brunch at the Delaney House has been just one item on the plate for the new ownership team.

“The past four months have definitely been very hectic, but I like to think that I’ve handled pressure well over the years,” he noted. “It’s something that a chef has to do. What I’ve learned in my years of experience in the back of the house — and in the front of the house as well, especially over the past four or five years — is the importance of keeping a level head and just knowing that, at the end of the day, we’re dealing with people, whether it’s waitstaff or a contact for the bride and groom; they’re people, and you want to treat them with respect.

“I learned a lot from Peter over the years — we always worked in tandem,” he went on. “We always talked about the best way to handle things and put our best foot forward and maintain the integrity of the business. We always had the same message — excellence is what we’re all about, and we try to promote that across the board.”

As for those plans for the future, they are, indeed, ambitious, and include a possible new hotel and restaurant to be built on a portion of the upper parking lot at the Log Cabin.

“We’re dreamers — that’s what entrepreneurs are,” Corduff said. “And we have some dreams that we want to make reality.”

 

Food for Thought

As he talked with BusinessWest at 10 a.m. on a recent Tuesday morning, Corduff had his chef’s coat on, one announcing him as ‘chef owner.’

He wasn’t doing any cooking at that moment, nor was he planning to do any soon, but the chef’s coat was still the attire of choice. To paraphrase Bill Belichick, it is who he is.

“I don’t think I’ll ever the leave the kitchen — I love what I do,” he said, adding that he has a few business suits … somewhere. He had more years ago, when he served as front-of-house manager at the Log Cabin and wore one every day. But he ruined some of them of them when wandering back to the kitchen, where he feels most at home, and getting food stains on them.

“We’re known in the community as a quality product, and we aim hard to maintain that standard.”

Ever since, the chef’s coat has been the uniform, if you will, and Corduff wears it everywhere and for everything, from planning for the Big E (the group has a huge presence there) to meeting with the media, an assignment that mostly fell to Rosskothen years ago, although Corduff did it, too; from reviewing accounts payable to doing long-range planning.

These are now mostly, if not entrely, Corduff’s purview, and it’s a change, that, as noted, has been years in the making.

That’s how long the two partners talked about Rosskothen moving on and focusing his time and energies on one of their latest entrepreneurial ventures — Delaney’s Market, which now has four locations across the region — with Corduff taking the lead at three Holyoke establishments: the Log Cabin as well as the Delaney House restaurant and the adjoining D. Hotel Suites & Spa.

The main ballroom at the Log Cabin

The main ballroom at the Log Cabin, one of several properties in the group now owned and managed by Mick Corduff and Frank DeMarinis.

He’s doing so with new partner DeMarinis, president of Sage Engineering and Contracting Inc. in Westfield and a local developer, builder, owner, and manager of more than 25 commercial real-estate properties in Massachusetts and Connecticut. He is also the founder and owner of Roots Sports complexes in Westfield and East Longmeadow, as well as Roots Learning Center in East Longmeadow.

For Corduff, this is the intriguing next chapter in a story that began when he came to this country from Ireland in 1989, working first as a banquet chef at the Marriott in Springfield and later as a member of its quality-management team.

Eventually, he started doing some catering on his own and began looking at getting into business for himelf. While pursuing those dreams, he also interviewed to be head chef at Twin Hills Country Club. The interview was with Larry Perrault, who was at that time finalizing plans to join Rosskothen in a venture to reimagine the old Log Cabin restaurant property, in the shadow of Mount Tom, into a banquet facility.

They went to lunch at Friendly’s, where the discussion wasn’t about Twin Hills, but about the Log Cabin.

“I met Larry, I met Peter, we walked around the old Log Cabin, whipped out the drawings, and started our dream,” he said. “The rest is history.”

More than a quarter-century of colorful history, in fact, involving change, evolution, expansion (the Delaney House, then the the hotel, then Delaney’s Market), innovation, and overcoming challenges that ranged from the Great Recession to the pandemic. Over the course of that time, Corduff moved from chef to partner when the relationship with Perrault dissolved — a partnership that lasted 20 years.

The buyout came in late September, one of the busiest times for this group of businesses, leaving Corduff “without much time to stop and think,” he said — something he’s able to do now. Early on, he’s spent considerable time and energy reassuring the large staff that the business is stable and ready to maintain its standing as a market leader.

“A lot of what I do now, mapping out the year and planning out the seasons that are coming, is making sure that we have the right people in the right places, making sure everyone’s ready to do whatever it takes and trained in the art of war and the art of optimization.”

Moving forward, in the role of chief operator and executive chef, he will work in partnership with DeMarinis, who will focus on the construction and infrastructure sides of the equation, while Corduff will be handling day-to-day operations.

While doing so, his primary mission is to maintain the group’s reputation for quality — at all levels of its operation, from weddings, which are perhaps its hallmark, to a Friday-night dinner at the Delaney House, to a weekend stay at the hotel, now managed by Corduff’s wife, Dana.

“We’re known in the community as a quality product, and we aim hard to maintain that standard,” he said. “We have to adapt because the business is constantly changing and evolving.”

 

More Growth on the Menu

Looking back on the past 25 years or so, Corduff said that, for much of that time, he was back-of-the-house and more behind the scenes than the colorful, always-quotable Rosskothen. But later on, he started becoming more visible, and people could put a face with a name.

Or a voice with a name.

Indeed, Corduff was prominent in radio spots for the Log Cabin and Delaney House, specifically their steaks, made famous by the word ‘marbling,’ which Corduff would pronounce slowly for added effect. Later, he became more known through the opening of the Mick, a tavern of sorts within the Delaney House providing casual dining and live music.

With the change in ownership consumated last fall, he now assumes more responsibilities, especially in the big-picture planning for the future.

“My managers know that I will run into the hottest fire,” he told BusinessWest. “So whoever needs me, I’m there. And a lot of what I do now, mapping out the year and planning out the seasons that are coming, is making sure that we have the right people in the right places, making sure everyone’s ready to do whatever it takes and trained in the art of war and the art of optimization.

“In the catering world, you can be doing a wedding in a tent under a tree out in the woods, no power, no water, so we have to plan it all out,” he went on, using that example as metaphor for business in general and the need to be ready for anything.

And, as noted earlier, the two partners are entrepreneurial, intent on expanding this business group and making more changes.

One ongoing project is to essentially separate the front (lower) parking lot at the Log Cabin from the rest of the property, with the intention of it becoming home to a Dunkin’ Donuts and the fifth Delaney’s Market, an operation that will be Rosskothen’s domain as part of the buyout agreement.

The larger and more ambitious plan, however, calls for redevelopent of the upper parking lot.

“The vision is to build a hotel in the upper lot,” Corduff said, adding that DeMarinis, the engineer, is developing plans to move dirt and create more space to park cars in that area while also identifying a footprint for a hotel and acompanying restaurant. The hotel would be a smaller, boutique facility, similar to the D. Hotel at the Delaney House, with maybe 60 to 80 rooms.

“We really want to bring to it some of the Log Cabin character, some of the New England character, with some of our own touches,” he said, adding that a rooftop restaurant, one with dramatic views down the mountain, is also within the plan, one that will likely take shape over the next three to four years.

As he talked with BusinessWest, Corduff recalled what he called a “sendoff” for Rosskothen the night before at the the Mick. It was an occasion to mark the end of an era, the end of a business relationship, and the start of the next chapter.

“It was a kind of a thank you and sendoff, and it was cool to see,” he said. “We had some staff that don’t work here anymore that came to say ‘hi’ and ‘bye.’ There was a lot of gratitude in the room last night; there’s been a lot of years of hard work together.”

And many more to come, Corduff added, noting that, with the passage of one era, another has begun. And as it does, he will certainly fall back on that chef’s mentality (not to mention the chef’s coat) he mentioned earlier.

And that means keeping a level head and always treating people with respect.

 

Features Special Coverage

Passing Thoughts

 

From left, Rick Bossie, Charlie D ‘Amour, Theresa Jasmin, and Michael D ‘Amour

From left, Rick Bossie, Charlie D ‘Amour, Theresa Jasmin, and Michael D ‘Amour

Charlie D’Amour says his father, Gerry, and uncle, Paul — the co-founders of Big Y Foods — had an outlook on work and business management that was typical of members of their generation.

“They came away with the notion that you died with your boots on — you just kept working until the end,” he said, adding that he is of a much different mindset, one of meticulously grooming the next generation of leadership, stepping back when the time is right and letting them take the reins, and … well, not working right to the very end.

And that’s exactly what’s been happening at Big Y over the past few years and especially the past several months, steps that ultimately led to the recent announcement that Charlie D’Amour would be assuming the role of executive chairman of the board and that his nephew, Michael D’Amour, would be taking the reins of president and CEO. Also, Richard Bossie, a 40-year-employee who is now senior vice president of Retail Operations and Customer Service, will be stepping into Michael D’Amour’s roles as executive vice president and COO. The moves are effective Jan. 21, and they are all significant in nature.

Indeed, Michael’s ascension to president and CEO represents a passing of the torch from the second generation of leadership to the third as the company approaches its 90th birthday (in 2026) and contemplates where it wants to be when it reaches 100. Meanwhile, Bossie becomes the first non-D’Amour family member to become COO, another significant step and poignant example of how the company is certainly bigger than the family and takes pride in putting people in jobs that can lead to careers, including those that involve the C-suite.

For Michael, the executive changes represent the continuation of a pattern set by his uncle Charlie and another uncle, Donald, before him — from humble beginnings working at one of the supermarkets (in Michael’s case, slicing cold meat in the deli) to a succession of leadership positions, and eventually to the corner office.

“I have an opportunity to stay somewhat connected with the business but also get out of the way. There is something unique about a family business; it’s hard to completely walk away from it. For so many years, and from a very young age, I’ve been involved with the company. I’m part of the company, and the company is part of me.”

He told BusinessWest that this is an important time for the company, not simply in terms of milestone celebrations and leadership changes, but also when it comes to challenges and opportunities for continued growth of a chain that now boasts more than 70 supermarkets as well as Table & Vine, which specializes in wines and liquors, and Big Y Express gas and convenience stores.

He said the company remains in a strong growth mode, and he can envison perhaps 100 or more stores by the time of the company’s centennial through a likely mix of organic growth and acquisition.

Bossie agreed, noting that, beyond continued growth, the company will have several other focal points in the years to come, especially in the broad realm of workforce.

The severe crunch that came in the wake of the pandemic when companies across all sectors, but especially this one, struggled to fill vacancies and fully staff stores is mostly in the rear-view mirror, but other challenges continue, including those involved with meeting the needs of a changing, more demanding workforce.

“There have been massive changes there since the pandemic, but even before then,” he explained. “There are greater expectations, and greater needs, now when it comes to the tools they need to do their jobs.”

As for Charlie D’Amour, 72, who had become the face of the company over the past several years, he said will step into what will mostly be an advisory role, one with a job description that he will write as he goes.

Michael D’Amour says he can envision 100 or more supermarkets

Michael D’Amour says he can envision 100 or more supermarkets by the time Big Y turns 100 in 2036.

“I have an opportunity to stay somewhat connected with the business but also get out of the way,” he said of this new role. “There is something unique about a family business; it’s hard to completely walk away from it. For so many years, and from a very young age, I’ve been involved with the company. I’m part of the company, and the company is part of me.”

For this issue, BusinessWest talked with senior management at Big Y about these changes in leadership and what will come next for the one of the region’s largest employers.

 

Produce Department

Michael D’Amour told BusinessWest that, while he — like other members of the second, third, and now fourth generations of the family — grew up in Big Y stores, handling a number of different assignments, he didn’t exactly set out to make this a career.

“In college, I was thinking about more about criminal psychology and things like that,” he said, adding that, when he returned home after graduating, he needed a job and, at his mother’s urging, took one working full-time in the deli department at the Big Y on Memorial Avenue in West Springfield.

After learning that side of the business, he moved on to other areas of supermarket operations and management, including the assumption of a lead role in creation of the food-services department that exists today, one that offers pizza, sandwiches, and many other options.

“We did business much the same way for decades, but over the past five years, the pace of change has greatly accelerated. We have to stay current, we have to stay educated, we have to stay knowledgeable, and we have to be able to share that wisdom and knowledge with our teams out in the stores.”

He would go on to open the company’s new store in South Windsor, Conn. in 2001, before moving on to other areas, including sales, produce, and fresh offerings, and eventually becoming vice president of Sales and Marketing and then COO in 2019. Since then, along with his uncle, Charlie, he has been a key face of the company and many of its recent initiatives..

Michael said he will bring to his new roles a leadership style he saw in his predecessors and is eager to emulate, one grounded in “listening more than we speak,” as he put it, giving employees at all levels the tools they need to succeed and focusing on teamwork.

As he talked, he made it a point to use ‘we,’ not ‘I’ when talking about leadership.

“We have an eye toward growth and innovation, not just with technology, but across the board,” he said. “We want to develop tools and processes to make our employees’ jobs easier and more effective, and also add to the customer experience.”

As for Bossie, he came to Big Y in 1986 after returning to the region after living in Alaska and working in a supermarket as a part-time service clerk.

He started working nights stocking shelves in the store in Great Barrington, and has since worked in all areas of store operations, including store director and, later, district director until his appointment as director of Operations in 2010.

In 2019, he was named senior vice president of Retail Operations and Customer Experience, where, in addition to his operations oversight, he also leads other retail banners such as Big Y Express gas and convenience and Table & Vine, along with teams for asset protection and continuous improvement.

He joins Michael D’Amour and Theresa Jasmin, the company’s chief financial officer, who joined Big Y nearly two decades ago and worked in a number of capacities before becoming CFO in 2020, as well as several of Michael’s siblings and cousins, as what would be considered the proverbial next generation of leadership at Big Y.

This new leadership group has come into place through careful consideration and a hard focus on succession planning, something that all ventures, and especially family businesses, need to make a priority, Charlie said.

The Big Y Express Market in downtown Springfield

The Big Y Express Market in downtown Springfield is one of the many additions to the company’s portfolio in recent years.

“We spend an awful lot of time across the organization looking at succession, planning for it, and making sure we’re thoughtful about it — and working at all levels of the team to get ready for this particular point,” he told BusinessWest.

“There are not a lot of companies that can brag about passing the reins on to the next generation,” he went on. “And I’m very excited that we’ve been able to do that. The second generation has been involved in it, we didn’t screw things up too, too badly, and now the third generation can step in and continue the growth that we’ve enjoyed.”

 

What’s in Store?

As he talked about what comes next, for the new leadership and the company as a whole, those we spoke with said the company has achieved a strong pattern of growth, and the goal will be to continue this ‘little run,’ as Charlie D’Amour called it.

In addition, Michael D’Amour said he wants the company to build on its reputation as a great place to work, efforts that have culminated in awards such as listing by Forbes as a ‘Best-in-state Employer’ in Massachusetts and Connecticut and recognition from Newsweek as one of ‘America’s Greatest Workplaces for Diversity and Women.’

“It’s becoming harder and harder, given the environment in Massachusetts and Connecticut, to get development of new sites going. As the development costs continue to increase, increase, increase, we’ve had to walk away from some locations because it didn’t make any financial sense anymore.”

“We’ve made a lot of progress over the past few years, but we still have a long way to go, and for us this is a never-ending journey,” he said. “It’s a point of focus for us along with innovation and growth. We do a lot to educate and grow our employees — it’s turned out to be a great strength of ours, to be transparent with information as best we can and to help them grow, as employees but also as individuals.”

Bossie agreed, noting that, as the workplace evolves and the workforce becomes increasingly dominated by the younger generations, companies must responsive to their employees’ needs and expectations if they want to be successful.

“We have to be focused on the things they like to do and want to do, more so than me working night crew in 1986,” he said. “That kind of work might not be appealing to this latest generation of employees that we have, so we have to manage our business differently; we have to employ different tools and strategies and continue to ask, ‘what makes our workforce most satisfied and most engaged, and how can they serve our customers the best?’

“We did business much the same way for decades, but over the past five years, the pace of change has greatly accelerated,” he went on. “We have to stay current, we have to stay educated, we have to stay knowledgeable, and we have to be able to share that wisdom and knowledge with our teams out in the stores.”

As for growth of the company’s portfolio of supermarkets and other facilities, there will opportunities for organic growth and acquisition, and especially the later, said Michael D’Amour, adding that the company has already seen some of these opportunities, and there will be more in the years to come.

“There are some companies that don’t have succession plans, and others that have been struggling since the pandemic,” he noted, adding that there are independent stores and several smaller chains of stores that could become acquisition targets in the near future. “We’ve seen some opportunities already, and we’re going to continue to look at them and vet them fully; we think that’s going to be a big part of our growth over the next few years.

“We’re not going to buy Kroger tomorrow,” he went on, referring to the Ohio-based supermarket giant. “But something digestible, anything between one store and 25 to 30 stores tops, and it has to be contiguous to our marketplace; we’re not going to leapfrog into Minnesota or Florida. We’re going to be very opportunistic with our vehicles for growth.”

Jasmin agreed, noting that the company has always taken a calculated, thoughtful approach to growth — not growing for growth’s sake — and that this mindset will continue moving forward.

Charlie D’Amour concurred, noting that acquisition will almost certainly be the preferred path to continued growth, given the mounting challenges to finding sites for new stores and then clearing all the hurdles on the way to cutting a grand-opening ribbon.

To make his point, he cited the chain’s store in Clinton, Conn., a facility that took six years to open from start to finish, more than double the time it would have taken maybe a decade or so ago.

“It’s becoming harder and harder, given the environment in Massachusetts and Connecticut, to get development of new sites going,” he said. “As the development costs continue to increase, increase, increase, we’ve had to walk away from some locations because it didn’t make any financial sense anymore.”

Banking and Financial Services Special Coverage

Moving North

President Dave Glidden

 

Dave Glidden has long referred to it as the “I-91 corridor strategy.”

This is the growth plan for Middletown, Conn.-based Liberty Bank, one that, as the name suggests, focuses on the I-91 corridor, which stretches from New Haven into Southern Vermont.

The bank has followed that strategy, increasing its presence in Southern Conn., and now Western Mass. as well, taking another important step in what could be called its northward advance with the opening last month of its first branch in this region — on Shaker Road in East Longmeadow, just a few miles from the state line.

The facility, a former United Cooperative and then PeoplesUnited branch, was home to a commercial loan-production office that Liberty opened in 2021 and eventually moved to the 23rd floor of Monarch Place in downtown Springfield — after that LPO gave Liberty a foothold of sorts and convinced Glidden, the bank’s president, and other members of his leadership team that it was time to open a full-service branch in the 413.

“We generated a lot of volume and a lot of new customers out of there, and some good deposits,” he said. “When it got to that point, I said, ‘OK … we’ve proven that there’s space and a place for us in this market,’ and that’s when I decided to move the commercial-lending team and their support staff to Monarch Place and tear down the sheetrock and outfit a nice branch on Shaker Road.”

“We are selectively and cautiously considering where to go next. We don’t have to be in a rush, but I can see a total of maybe three to six branches over the next few years — if the right opportunities present themselves.”

With that move, the logical questions — and Glidden was ready for them — is where will the bank go next within the 413, and when?

“We are selectively and cautiously considering where to go next,” he told BusinessWest. “We don’t have to be in a rush, but I can see a total of maybe three to six branches over the next few years — if the right opportunities present themselves.

“I wouldn’t force the issue,” he went on, saying there is no firm timetable and no specific number of locations as a firm goal. “Maybe three to six branches, strategically located, with drive-thrus, with the focus on catering to small to medium-sized business owners. That’s our future plan.”

How this plan shakes out remains to be seen, obviously, and we’ll delve more into where the Liberty name and logo might appear next. For now, the bank wants to continue solidifying its beachhead and take the I-91 corridor strategy to different corners of the 413.

For this issue and its focus on banking and financial services, BusinessWest talked with Glidden about the next possible steps with this strategy and how the drive north will unfold.

 

Points of Interest

Glidden laughed when he noted that, when people tell him they see the bank’s TV commercials — “the ones with the emu and that guy with the mustache” — he no longer makes the effort to correct them and inform them that those are for the insurance giant Liberty Mutual.

“Why bother — what am I fighting it for?” he asked rhetorically, adding quickly that the last four words of each of those frequently, as in frequently, aired spots — ‘Liberty, Liberty, Liberty … Liberty’ — constitute solid name recognition that he doesn’t have to pay for. “Every time I see that commercial, I’m cheering; people come up to me and say, ‘I saw your commercial.’ I just say, ‘thank you; let me open a checking account for you.’”

Bank employees and elected officials

Bank employees and elected officials cut the ceremonial ribbon last month on Liberty Bank’s East Longmeadow branch.

This form of free advertising, if you will, is just one of many things that have gone well for Liberty over the past several years. In fact, Glidden said 2023 may be the bank’s third straight year of record profits, though the final numbers are not yet in.

But even if it’s not a record, the bank is maintaining a strong upward trajectory, which it owes to several factors, but especially its aggressive I-91 corridor strategy and the qualities needed to carry it out and gain market share across that wide area.

Elaborating, Glidden said the bank has several advantages, from a name that resonates and crosses state lines easily to a broad portfolio of products on both the commercial and consumer sides of the ledger; from a commitment to the latest digital technology to an attractive size.

Indeed, with more than $7 billion in assets and 56 locations in Connecticut and two in the Bay State, Liberty, the oldest mutual bank in the country, can “out-local the national banks and out-national the local banks,” said Glidden, a native of Holyoke who is well-known in this region and has long considered Western Mass. the next logical area of expansion for the bank.

“We can deliver a balance sheet that’s going to be large enough for 99.9% of the companies up there to grow to whatever they want to be,” he said, adding that this size, coupled with lenders who know and hail from Western Mass., has enabled Liberty to make solid inroads in the local market and presents opportunities to gain market share in this region.

And many changes to the banking landscape, but especially the advent and continued evolution of digital platforms and mobile apps, make it easier to cross state lines, he went on.

“The habits of consumers and small businesses, what they’re looking for from a bank, are not the same as they were 15 years ago.”

“The habits of consumers and small businesses, what they’re looking for from a bank, are not the same as they were 15 years ago,” Glidden explained. “Do they want to know that their bank has a branch so that, if there’s an issue, they can go in and sit with someone and get advice? Yes. But, across the board, transactions and visitations to branches continue to decline, and that decline is not projected to slow down any time soon.

“And that kind of changes the playing field in the sense of being able to go over the line with maybe a toe in the market,” he continued. “If this was 10 to 15 years ago, and I made the decision that I wanted Liberty to go into Western Massachusetts and compete, I probably would have looked to do it through an acquisition strategy. That doesn’t mean that acquisition strategies are off the table, but you don’t have to do that now with digital and mobile apps.”

 

By All Accounts

As for the growth strategy in the 413, Glidden said that, as with the initial thrust into the region in East Longmeadow, the focus — the ‘macro strategy for this market,” as he called it — is an emphasis on small business and commercial lending, realms that build customers, relationships, deposits, and more, and cement the need for additional branches.

This was the strategy followed in New Haven, where the bank established an LPO, and again in Hartford. And it is the same strategy being deployed north of the border in Greater Springfield.

As he scans the Western Mass. landscape — and, again, he knows it well from his years as regional president at TD Bank — Glidden acknowledged that Western Mass., is, by and large, a no-growth area. And most of its communities — and East Longmeadow is squarely in this category — are considered overbanked.

But there are opportunities, he noted, adding that his team is looking at maps and crunching numbers as they consider where to go next.

There are what would be considered obvious landing spots, he said, mentioning larger population and commercial centers such as West Springfield, Holyoke, Chicopee, and Westfield, and these may well be the next push pins on the wall map.

“The analytics you use on this stuff gets so complicated … sometimes you need to just take a step back and say, ‘where are all the people, and where are all the businesses?’” he said. “And just put them there.”

‘There’ probably doesn’t mean Hampshire County, at least not at this time, he went on, adding quickly that he certainly wouldn’t rule out putting a branch in a community like South Hadley, which borders Holyoke, Chicopee, and Amherst, and is another of those ‘overbanked’ communities in Western Mass.

“Right now, we’ve had success on the commercial and small-business side; let’s look at Greater Springfield and the surrounding communities,” he told BusinessWest. “If Springfield is the hub, then look at the spokes around there and find the right places to sprinkle a few more branches to service our growing customer base there.”

As he looks ahead, Glidden isn’t expecting another record year when it comes to profitability for Liberty Bank.

Indeed, while 2023 was a very strong year, the pace of growth started to slow during the third and fourth quarters, and this trend will, in all likelihood, continue in the year ahead.

But what will also continue is implementation of the bank’s I-91 corridor strategy, one that has seen Liberty makes its first moves in the Western Mass. market and establish a foothold.

The goal for 2024 and the years to follow will be to strengthen that hold and take the brand to different communities across the region. Just where, when, and how the next steps will take place remain to be seen, but one thing is clear: Liberty’s march north is just getting started.

Commercial Real Estate Special Coverage

Suspense Is Building

Evan Plotkin shows off the new offices

Evan Plotkin shows off the new offices of the Department of Children and Families, one of several new tenants at 1350 Main St. in Springfield.

Evan Plotkin can look out the windows of his offices on the 14th floor at 1350 Main St. and see many signs of progress, and momentum, in downtown Springfield.

Across neighboring Court Square, the renovated hotel at 31 Elm St. that had been vacant and deteriorating for years is getting set to welcome its first residential tenants. Meanwhile, the park itself is undergoing a much-anticipated, $6 million facelift.

Further south on Main Street, Plotkin, president of the real-estate company NAI Plotkin, referenced the so-called Clocktower Building and, behind it, the Colonial Block, two more mostly vacant, underutilized properties that are being targeted, like the former Court Square Hotel, for market-rate housing that is expected to bring more people, vibrancy, and opportunities for retail and hospitality businesses to the downtown.

Gesturing in a different direction, he referenced the new parking garage rapidly taking shape where the dilapidated Civic Center garage once stood. That garage and accompanying facilities are expected to provide another jolt of energy downtown, he noted, and be much more than a place to park cars.

“There’s new energy coming into the city,” he said, noting that he met with the Chicago-based group named the preferred developer of the Clocktower Building and Colonial Block project, and came away impressed with their enthusiasm for doing something in Springfield. “I think we’re really turning a corner; I think we’re at a tipping point.”

“There’s new energy coming into the city. I think we’re really turning a corner; I think we’re at a tipping point.”

For other signs of progress, momentum, and turning the proverbial corner, Plotkin doesn’t have to look outside his windows. Instead, he can get in the elevator outside his suite of offices and ride in either direction.

Going down a few floors, he can point out the new offices of the Department of Children and Families (DCF), which now occupies the seventh and eighth floors, which had long been vacant. Going down to the sixth floor, he can show off the new digs of the Committee for Public Counsel Services.

And by pushing the button for the lobby, Plotkin can show off many intriguing new developments, including Keezer’s Classic Clothing, the oldest second-hand fashion store in the country. The store, which opened in late November, is one of several new women- and Latino-owned incubator businesses now located in former bank offices transformed into what’s known as 1350 Market, a program oversen by the Latino Economic Development Corp. He also pointed to what had been a Santander Bank branch at the front of the property facing Main Street, space now being considered for a new restaurant. There’s even a new gym on the ninth floor.

Plotkin pushed all those buttons during a recent tour of 1350 Main, a building that has had several vacant or mostly vacant floors in recent years but is rapidly filling in those spaces, with the promise of more. Indeed, he said a party has expressed strong interest in the top two floors of the property, once the corporate headquarters for Bank of Boston.

These developments obviously bode well for this office tower, he noted, adding that he and his business partners recently acquired the first five floors from its previous owners and now own the entire property.

Wenting Jia, left, has partnered with Dick Robasson

Wenting Jia, left, has partnered with Dick Robasson, owner of two Keezer’s locations in Cambridge, to bring the concept to Springfield.

But they also bode well for the downtown area, he said, noting that the new tenants mentioned earlier bring a combined 400 or so workers to the central business district on a daily basis, providing a boost for restaurants and other businesses.

They also help what has been a somewhat sluggish office market in the downtown, Plotkin explained, noting that these new leases take space off the market, creating better demand for existing vacant space and potentially higher lease rates, even as questions linger concerning the long-range impacts of remote work and hybrid schedules on the overall office market.

“To have that kind of absorption in the downtown office market helps everyone in the downtown,” he said. “It’s all about supply and demand; there’s been a lot of vacancy in the downtown, and when there’s vacancy, we have to be very cost-effective and competitive in our pricing; when there’s that much space in the market, there’s downward pressure on lease rates.”

For this issue and its focus on commercial real estate, we talked at length with Plotkin, who played multiple roles on this day, from tour guide to analyst, addressing what all these developments mean and what might come next because of them.

 

Dressed for Success

As the tour stopped at Keezer’s, Plotkin first pointed out artwork crafted from recycled plastic and took a moment to look over a table loaded with vintage sweaters, a small part of a much larger collection that also includes shirts, suits and sport jackets, overcoats, shoes, designer jeans, and more.

He said his sons tell him these threads are trendy and in-demand, and he’s seen some evidence that they are correct in that assessment.

“They have one-of-a-kind items you can’t find anywhere else,” he said. “And I didn’t realize the draw of that kind of retail, but according to my kids, who are in their 20s and 30s, that’s what they love, because it is one of a kind; you can find something there that no one else has. So it’s a big draw for young people.”

The arrival of Keezer’s — this is the third store for the Cambridge-based retailer — and the other businesses in the incubator, which range from a nail salon to a business specializing in cryotherapy, is just one of many developments that have brought new vibrancy to 1350 Main, a property that has been lagging other office towers in the downtown when it comes to occupancy rates.

1350 Main

A pending deal could bring 1350 Main to 80% occupancy.

But those numbers are much improved through the absorption of more than 60,000 square feet of space, most of it through the arrival of those two state agencies mentioned above.

DCF, formerly located on High Street in the former Wesson Hospital, now occupies two full floors, seven and eight (last occupied by Unicare and vacant for more than 15 years) and a large part of the 13th floor as well.

Meanwhile, the Committee for Public Counsel Services and its Public Defender division, Children and Family Law unit, and Youth Advocacy division now occupy the entire sixth floor, space that had not been occupied since 2012.

Overall, Plotkin and his partners invested nearly $4 million to renovate those spaces and turn the lights back on, he said, adding that these investments have paid off in long-term leases (10 years in each case) from both of those agencies.

Their arrival brings overall occupancy in the building to roughly 70%, a nearly 20% jump, he said, adding that the number could go higher still if a promising lead to lease the top two floors, 16 and 17, comes to fruition.

“Arguably, it’s the nicest space in the city,” he told BusinessWest. “There are outdoor balconies — you can see Hartford from there — and it’s all furnished; there’s even a separate elevator for those two floors and a winding staircase that connects the two floors.

“And we have a very interested party that we’re talking to now that wants the entire two floors; that’s another 30,000 square feet,” he said, adding that the space was most recently occupied by Disability Management Services, which left to take a smaller footprint in Tower Square in 2022. “I have a very good feeling that this is going to work.”

 

Space Exploration

If the deal comes to fruition, that will bring the building to 80% occupancy and take 90,000 square feet of class-A space off the market in roughly a year, both impressive developments at a time when the office market has been struggling and there has been speculation, from Plotkin and others, about whether some office facilities could or should be retrofitted for other uses.

“Everyone’s looking at how you reposition office properties when you have so much vacancy coming on the market,” he said. “So these have been very important and meaningful steps for this market.”

“To have that kind of absorption in the downtown office market helps everyone in the downtown. It’s all about supply and demand; there’s been a lot of vacancy in the downtown, and when there’s vacancy, we have to be very cost-effective and competitive in our pricing; when there’s that much space in the market, there’s downward pressure on lease rates.”

And he projects that the overall commercial real-estate market will continue to fare well in 2024. Indeed, he said the market is showing positive signs in most major categories, including office, retail, and industrial.

The recent new additions at 1350 — and the promise of more — inspired Plotkin and his partners to bring valet parking back to the property.

It was initiated several years ago but rendered unnecessary at the height of COVID because few were to coming to the building — or any of the surrounding properties, for that matter.

The return of the valet service was made more necessary, he noted, by the demolition of the Civic Center parking garage, which made it necessary for tenants of 1350 Main, new and old, to park in lots further from the property.

When the new garage is open, the valet service will continue, he went on, adding that it will benefit not only his property, but others around it, including City Hall, Court Square, the MassMutual Center, and others.

Likewise, the new employees now coming to the building every day, as well as the agencies’ clients and customers of establishments like Keezer’s, should help existing and potential new businesses in the downtown, he noted, adding that the developments at 1350 Main are just part of a surge in momentum he’s seeing downtown.

Elaborating, Plotkin, who has worked downtown for more than 40 years and has long been a champion of the city and its central business district, said the needed ingredients for a successful downtown are coming into focus. These include people, places to live, things to do, and hospitality-related businesses such as restaurants and clubs.

People are perhaps the biggest ingredient, he said, adding that this means residents, workers, and visitors. Workers have been in shorter supply since COVID, he noted, and downtown businesses have certainly felt the pinch.

“That’s why what’s happening here at 1350 Main is so exciting to me,” he said. “All those new employees will patronize restaurants, businesses, banks, and stores. It’s an opportunity for a lot of good things to happen.”

Or more good things, to be specific.

Community Spotlight Special Coverage

Community Spotlight

Kathy DeVarennes

Kathy DeVarennes says there is a downside to Lee’s white-hot housing market: a shortage of affordable homes for working-class families.

 

Chris Brittain says the report wasn’t exactly surprising, but it was still quite eye-opening.

Indeed, by the time the Boston Business Journal listed Lee as one of the three hottest housing markets in the Bay State last August — along with Edgartown on Martha’s Vineyard and the gateway city of Lowell — most in this community didn’t need to be told just how hot things were in town.

They already had plenty of direct or anecdotal evidence to that effect.

“People have been buying homes for well above the asking price,” said Brittain, Lee’s town administrator, noting that the median home value in Lee was $256,000 five years ago, $370,000 a little more than a year ago, and nearly $400,000 last June, one of the largest upward swings in the state over that time.

He said the surging prices are in part a reflection of the run-up in value of vacation and second homes, but also the product of supply and demand; there is limited supply, and demand has been soaring, in Lee and most other Berkshires communities, in the wake of COVID and the growing popularity of remote work. He speculates that Lee appears at the very top of the list because home values are generally lower — although the gap is certainly closing — than in neighboring communities such as Lenox and Stockbridge, which are also hot markets.

Surging home prices are not the only intriguing development in Lee, said Brittain, noting some real headway in the long-anticipated, scaled-down project known as Eagle Mill, which involves new construction and conversion of some of the town’s many former paper mills into a mixed-use development featuring housing, retail, and a restaurant.

There’s also movement with plans to create a new public-safety facility downtown, on the site formerly occupied by the Department of Public Works, which is moving to a commercial property on Route 202 that the town has acquired. The price tag for the various phases of the initiative is roughly $37 million, he said, adding that the DPW will likely be moved in the spring, with demolition of those properties to follow, and construction of the new public-safety facility to likely commence in the spring of 2025.

“We started to see people wanting to move to move rural areas. During COVID and right after it, I knew of people who would put their house up for sale, and by the end of the day, they had five offers over what they were asking, and people hadn’t even come to look at the house; they just wanted to get out of the city.”

Meanwhile, there was more talk about how to celebrate the town’s 250th birthday, coming up in 2027.

And there is continued bounceback from the difficult COVID years, with travel to Lee and other Berkshires communities returning, and many different types of hospitality-related businesses doing as well as, if not even better than, they were before the pandemic, said Kathy DeVarennes, director of the Lee Chamber of Commerce, which recently celebrated its own milestone — 100 years in operation.

She said the business community in Lee is large, diverse, and resilient, with ventures ranging from Prime Outlets Lee, just off the Mass Pike exit into town, to High Lawn Farm, a third-generation dairy farm and creamery approaching its own centennial that has become a real destination for visitors, to an eclectic mix of businesses along Main Street that give it a unique flavor.

Businesses like the Starving Artist Café & Creperie, which offers organic, vegetarian, vegan, and gluten-free menu options for breakfast and lunch.

Owner Emmy Davis, who opened the café in 2012, said one of its traditions, and main attractions, is a Sunday brunch served all day. During this time of year, there are some travelers coming to brunch, as well as some with second homes in town coming in for the weekend, but it’s mostly locals.

“During the summer, though, it’s crazy; on Sundays in the summer, there’s often a line out the door,” she said, adding that visitors will stop in on their way to one of the many attractions only a few miles away, from Jacob’s Pillow in Becket to Tanglewood in Lenox. “There’s a lot going on constantly, so there’s a lot more people.”

Lee’s iconic downtown

Lee’s iconic downtown, which boasts an eclectic mix of stores and restaurants, continues its comeback from COVID.

And brunch at the Starving Artist provides an effective snapshot of what businesses generally see and when they see it, she said, adding that travelers pass through or stay at some of the many inns and hotels in the community all year round, but summer and fall are obviously the busiest times.

For this latest installment of its Community Spotlight series, BusinessWest looks at how all of these factors are coming together to create even greater vibrancy in the community known as the Gateway to the Berkshires.

 

Staying Power

When Bob Healey and his wife, Olia, started talking about buying the historic bed and breakfast on Main Street in Lee, the one created from a schoolhouse built in 1885, some thought they were … well, “crazy,” Bob said.

After all, they were both just 23 years old. Meanwhile, the year was 2009, and the region was still trying to dig out from what became known as the Great Recession.

“It certainly wasn’t the best time to be thinking about doing something like this,” he said, adding quickly that he and Olia believed in the property — and they believed in themselves. And they found a lending institution, Lee Bank, to believe in them as well.

As a result, they’ve been able to write more history for a property that was barely saved from the wrecking ball and then successfully moved one block — a feat many didn’t believe was possible — and is now an important part of Lee’s iconic downtown.

They call it the Chambery Inn, named after the town in France from which five nuns were sent to staff the school, and it has become a fixture, with 10 rooms, many featuring original blackboards from its days as a school.

“We have these city people coming in and paying cash for homes that used to be the homes of working-class families that sent children to our schools. Prices have skyrocketed, and that makes it more difficult for young families to find affordable housing to purchase.”

Healey, like Davis, said downtown is thriving at present, making an almost full recovery from the traumatic COVID years.

“We have an absolutely amazing Main Street,” he said. “It’s a town of 6,000 people, and we have more than 60 eateries. As the Gateway to the Berkshires, the location is really key, and it’s kind of an iconic American Main Street.

The comeback, and continued evolution, of Main Street is one of the major developing stories in Lee, with the other being the housing market, which might have cooled off a little, but still remains quite hot.

“COVID had a lot to do with it,” said Brittain, who had served the town in several different capacities over the years, including stints as moderator and town clerk, before becoming interim town administrator in 2021 and then losing the interim tag. “That’s when we started to see people wanting to move to move rural areas. During COVID and right after it, I knew of people who would put their house up for sale, and by the end of the day, they had five offers over what they were asking, and people hadn’t even come to look at the house; they just wanted to get out of the city.”

The surge, which is still ongoing, has been good for sellers, but there is certainly a downside to Lee’s housing boom, said both Brittain and DeVarennes, noting that it’s now much harder to find something that would be considered affordable in town.

A recently retired school teacher, DeVarennes said the lack of affordable housing can be seen in decreasing enrollment in the community’s schools.

“We have these city people coming in and paying cash for homes that used to be the homes of working-class families that sent children to our schools,” she said. “Prices have skyrocketed, and that makes it more difficult for young families to find affordable housing to purchase.”

The Eagle Mill project will create 128 units of market-rate housing, but there is a definite need for more housing, especially in the affordable category.

Lee at a glance

Year Incorporated: 1777
Population: 5,788
Area: 27 square miles
County: Berkshire
Residential Tax Rate: $11.83
Commercial Tax Rate: $11.83
Median Household Income: $41,566
Median Family Income: $49,630
Type of Government: Representative Town Meeting
Largest Employers: Lee Premium Outlets; Onyx Specialty Papers; the Landing at Laurel Lake; Oak n’ Spruce Resort in the Berkshires; Big Y
* Latest information available

“It’s a subject that comes up a lot in town,” said Brittain, noting that many of the younger professionals and blue-collar workers in Lee are increasingly finding themselves priced out and with limited options if they desire to stay in this community.

 

Getting Down to Business

But while it’s becoming more difficult to live in Lee, the growing number and variety of businesses — and that includes a new Starbucks in the site of a former Friendly’s near the turnpike exit — make it an ever-more inviting place to visit, said those we spoke with.

Foot traffic may not have fully rebounded to pre-pandemic levels, said DeVarennes, but the community, with its location just off exit 10, certainly lives up to the Gateway nickname. Indeed, people pass through on their way to better-known destinations like Stockbridge and Lenox, but they also often stop and stay — for a few hours or a few days.

And there is plenty to see and do, such as High Lawn Farm, where families can see a dairy farm in operation and also get ice cream and buy butter, cheeses, and other products.

“If you go on a weekend during the summer, it’s packed,” DeVarennes said. “It’s a wonderful place and a real destination.”

Meanwhile, the town’s iconic downtown continues to thrive, she added, noting that it has a deep mix of stores and is easily walkable.

“There are quite a few good restaurants and businesses,” she said, adding that there is great stability — many businesses have been there for decades — but also a fairly steady stream of new and intriguing businesses.

That includes a new yoga studio that will soon open its doors and a comic-book store recently opened by Davis’s husband, Ryan.

“Since we’ve opened, a lot of people have been psyched because there’s nothing in the Berkshires like it — you have to go to Northampton to find something like this,” she said, adding that the store, like many of the businesses on Main Street, appeals to local residents, but becomes part of the draw for visitors.

Healey agreed.

“It’s a very nice Main Street to walk, but it’s also a Main Street where you won’t find a lot of franchises and such,” he said. “It’s really mom-and-pops with a lot of character.”

Added Davis, “we have a great little community of downtown businesses — everyone supports one another. And the more the merrier in downtown; more businesses bring more people to the area to hang out.”

Over the years, Lee has seen a steady source of reasons to come and hang out. And live, year-round or during the summer and on weekends. And tackle remote work. And start a business.

All of that makes it a draw — and, now, one of the hottest real-estate markets in the state.

Community Spotlight

Community Spotlight

Chris Johnson

Chris Johnson will be returning to the mayor’s office in January 24 years after serving as the city’s first mayor.

Chris Johnson was elected Agawam’s first mayor back in November 1989.

He then served five two-year terms before returning to his real-estate law practice in 2000. In the years that followed, he stayed active and involved in the community where he was born and raised, serving several terms on the City Council, where he likely would have stayed had Mayor William Sapelli, former superintendent of schools in this city that calls itself a town, declined the opportunity to seek another term.

With that decision, and with several key issues facing this community — especially movement toward renovating or, preferably (in the view of most involved) replacing its high school — Johnson sought a return to the corner office. And last month, voters gave him a hard-earned victory over his challenger, fellow City Councilor Cecelia Calabrese.

“They say that once it’s in your blood, it’s hard to get it out,” Johnson said. “I care deeply about the community I grew up in and raised my family in, and we have a few significant issues that we’re facing over the next year or two. And I wanted to make sure they got a fair shake.”

Indeed, Johnson told BusinessWest that, as he returns to City Hall, there are several matters that will have his full attention — everything from a pressing need to create more housing in several categories to bringing roughly 25 years of work to create recreational facilities at the former Tuckahoe Turf Farm in Feeding Hills to a sucessful conclusion, to efforts to redevelop the former Games and Lanes property on Walnut Street Extension.

“I work closely with the mayors, as well as the state senators and representatives, to be sure that we’re providing a platform for the small businesses in Agawam, and be that middle person to ensure that the businesses are able to have their voices heard.”

But it is the high school that will be priority one, he said, adding that, after a few failed attempts to gain traction from the Massachusetts School Building Authority (MSBA), the community is moving closer to getting into the pipeline for state funding for a new school, and city residents will likely have the opportunity to vote on the matter as early as next spring.

In his view, building a new high school, even one with a projected $230 million price tag, will be more practical and cost-effective than trying to again renovate and add onto the current structure, built in the mid-’50s.

Meanwhile, a new high school will certainly help the community effectively compete with neighboring cities and towns for young professionals and businesses alike.

“It’s been 50 years since we’ve built a school,” he said, referencing the middle school, built in 1973. “We’ve gone a long time without making a major investment. I’ve been in the real-estate world since I left the mayor’s office 24 years ago; I’m a real-estate attorney, and I have lots of friends who are Realtors and brokers, and they all say that, when it comes to new families moving into the area, one of the first things they want to know is what the school system is like.”

Robin Wozniak

Robin Wozniak stands in front of the new Starbucks set to open in Agawam.

Robin Wozniak, president of the West of the River Chamber of Commerce, who serves on the committee studying options for the high school, agreed. “It’s imperative that we keep up with technology and provide facilities that are state-of-the-art,” she said. “We have to remain competitive with our neighbors.”

Beyond the high-school project are other pressing issues in town, as well as signs of progress, she said, noting, among them, the highly anticipated opening of a Starbucks in a lot at the corner of Main and Suffield streets, being developed by the Colvest Group. The store is in the final stages of construction, she said, and it will be an important addition to that section of town just over the Morgan-Sullivan Bridge from West Springfield.

With the acquistion by Colvest of a small parcel on the edge of the neighboring Town Hall parking lot, there is room for additional development on the site, Wozniak said, noting that an urgent-care clinic and a fast-food restaurant have been among the rumored possibilities.

Meanwhile, she’s looking forward to working with Johnson to bolster the chamber’s role as a liaison between City Hall and the business community, making sure the wants and needs of the former are understood by the latter.

“We’re trying to identify some parcels for some creative housing concepts to try to see if we can get some more affordable-housing opportunities, if not subsidized affordable-housing opportunities.”

“I work closely with the mayors, as well as the state senators and representatives, to be sure that we’re providing a platform for the small businesses in Agawam, and be that middle person to ensure that the businesses are able to have their voices heard,” she said.

For this installment of its Community Spotlight series, BusinessWest turns the lens on Agawam, a community looking to transfer some unresolved issues to the proverbial done pile in the months and years to come.

Room for Improvement

As he talked about the current high school, a facility he attended in the ’70s and knows from many different vantage points, Johnson compared it to a “beautiful ’55 Chevy that we kept in really good condition.”

In other words, it still purrs, and it’s still somewhat easy on the eyes. But it is simply not suited for these times.

“It’s going to need significant work over the next five to 15 years, and no matter how much work you do to it, it’s not cost-effective to turn it into a new, modern vehicle,” he said, adding that the relatively good condition of the current high school actually hurt the town to some extent because the MSBA put other communities with more pressing needs ahead of Agawam in the competition for school-building funds.

But even the state has come around to the notion that the building needs to be replaced, said Johnson, adding that the MSBA board of directors recently voted to move the project to what’s known as schematic design.

The state would likely pick up $100 million of the total price tag, leaving the community to come up with the rest, he said, noting that a debt-exclusion override — something the town has never before sought from the voters — would likely be needed. And Johnson, like other elected officials, is leaning strongly toward putting the matter on the ballot.

But while the high school is the predominent issue facing the community, there are others, he noted, citing the ongoing work to convert the former HUB Insurance building on Suffield Street into a new police station, as well as continued progress on work to convert the former Tuckahoe Turf Farm, nearly 300 acres the town has owned for more than 20 years, into passive recreation.

“The other need is at the other end of the spectrum, the young people who have grown up in Agawam; they’re young adults out in the work world trying to find housing opportunities so they can stay in Agawam.”

This includes hiking paths, picnic areas, and other facilities, he said, noting that, roughly a year ago, town leaders approved the borrowing of nearly $4 million to build a road, repair the dam and culverts on the property, and create a parking lot.

That work continues, said Johnson, adding that funding has also been received from the state, as well as from Tennessee Gas, which directed funds it has earmarked for conversation projects to work on the dam and pond on the property.

What the initiative needs is a name, he noted, as it has always been referred to simply as the ‘former Tuckahoe site,’ and the town reconizes the need for something new and fresh. “We’re working on it,” he added.

Likewise, this community, like most in the region, is working to address an ongoing housing shortage.

“We’re trying to identify some parcels for some creative housing concepts to try to see if we can get some more affordable-housing opportunities, if not subsidized affordable-housing opportunities,” he explained.

Agawam at a Glance

Year Incorporated: 1855
Population: 28,692
Area: 24.2 square miles
County: Hampden
Residential Tax Rate: $14.54
Commercial Tax Rate: $27.54
Median Household Income: $49,390
Family Household Income: $59,088
Type of government: Mayor; City Council
Largest Employers: OMG Inc., Agawam Public Schools, Six Flags New England
* Latest information available

“We have two glaring needs, and they’re not easy to address, unfortunately. One is seniors who have raised families in Agawam; they’re living in single-family houses, and they want that downsizing opportunity,” he went on, noting that there is one over-55 condomimum project wrapping up, but the units come with price tags above what many can afford. “The other need is at the other end of the spectrum, the young people who have grown up in Agawam; they’re young adults out in the work world trying to find housing opportunities so they can stay in Agawam.”

As for the former Games and Lanes property, long an eyesore and an environmental nightmare, and then a vacant lot used only for parking at Big E time, Johnson said at least one developer has expressed interest.

The broader Walnut Street Extension corridor was rezoned to allow mixed use, he noted, adding that the preferred reuse of the Games and Lanes property would be development that entailed retail and office space on the ground floor and residential units on the floors above.

 

Bottom Line

Much has happened in this town since Johnson last occupied the corner office at the start of this century.

But some issues, including the high school, housing, and the Tuckahoe Turf Farm, were talked about the first time he patrolled Town Hall.

He ran again to bring resolution to those issues and “give them a fair shake,” as he put it, and as he prepares to return to office, there is an expectation of real progress on these and many other fronts.

 

Professional Development

Professional Development

 

It’s called the MCLA Leadership Academy.

This is a program designed to help those with aspirations to be a school principal or superintendent take the next steps in their career in education. It blends academic content with practical skill and knowledge development. As students earn 31 credits, they engage in activities that include reading, writing, discussion, group projects, case studies, simulations, lectures by prominent thinkers, project-based tasks, fieldwork, and more.

“This is an area that school district leaders have identified as a critical need — they’re losing so many principals, assistant principals, and superintendents to retirement,” said Joshua Mendel, associate dean of Graduate and Continuing Education for Partnerships and Programs at Massachusetts College of Liberal Arts in North Adams, adding that this is one of many initiatives at MCLA that fall into the broad realm of professional development — and also address an identified, and often serious, need for trained professionals.

Others include everything from programs for those desiring careers in ‘outdoor leadership’ — managing a ski resort, perhaps — to those seeking to become nurses and radiologists; from teachers needing licensure to would-be entrepreneurs.

Joshua Mendel

Joshua Mendel

“This is an area that school district leaders have identified as a critical need — they’re losing so many principals, assistant principals, and superintendents to retirement.”

Summing up this ever-growing, always-evolving portfolio of programs, Mendel said they’ve been designed with several goals in mind, but primarily to address the needs of employers across several sectors, all of whom are challenged to find sufficient talent in this difficult job market, and to help individuals find not simply jobs, but careers, or take the next big step in their career.

For this, the latest installment of its series on professional-development programs and initiatives in the region, we visit MCLA and examine the many offerings it has developed over the years and continues to hone to meet the changing needs of employers and job seekers alike.

 

Courses of Action

Mendel said the graduate and continuing-education programs at MCLA essentially focus on needs and opportunities identified by the Berkshire Skills Cabinet, led by MassHire Berkshire, Berkshire Community College, and 1Berkshire and created with the goal of addressing the skills gap by bringing together regional teams of educators, workforce entities, and economic-development leaders to create a blueprint for growth strategies.

“Through the Skills Cabinet, four areas have been identified as having critical growth potential and need,” he said, listing healthcare, education, tourism, and advanced technology. “These are the areas that are seeing a major increase in interest from outside corporations coming into the Berkshires, but are also our strengths when it comes to economic development in the region.”

And these are the areas that MCLA, the public, four-year college in the Berkshires, is focusing on primarily, he said, adding that the school not only serves residents of the Berkshires, but draws students from outside the area, with some of them staying in the region after graduation and starting careers there.

In healthcare, initiatives include the school’s new bachelor’s degree in nursing program that started last fall, as well as a degree program in radiologic technology, a program that resulted from the closure of Southern Vermont College and MCLA stepping in to become that school’s official teach-out partner to enable students to complete their degrees.

MCLA now offers the program, and it is helping to meet a recognized need within the community for such professionals, said Mendel, adding that interest in the program is strong and continues to grow.

The same is true for many of the programs in education, he said, noting that MCLA is helping to meet a critical need for teachers resulting from the retirement of Baby Boomers and other factors.

Elaborating, he said there are many now teaching under emergency licensure, which enables them to teach without a master’s degree. However, this is set to expire within the next year. MCLA has strategically positioned itself to address this situation through a fully online master’s program now being ramped up, with some students starting in the spring and more expected in the summer and fall.

Meanwhile, MCLA has created another new program, a +1 (bachelor’s degree and online master of education degree) program designed as an accelerated pathway for those students who seek to earn a teaching license and undergraduate degree, a second initial license in moderate disabilities, and a master’s degree in education.

“This was an area that was introduced to by the superintendents of this region at our superintendents’ roundtable,” Mendel noted. “They said, ‘we have such a demand for teachers with a background in moderate disabilities that we’ll hire 100% of the students that come out with that discipline.”

As for the Leadership Academy, launched 20 years ago, it enables students to earn their principal or superintendent licensure in Massachusetts, New York, or Vermont.

“It’s a robust program,” Mendel said, adding that about 40 students enrolled this past year, a number that could increase following the closing of the College of Saint Rose, which also has a leadership-academy program for New York’s Capital District.

A third sector that has become a focus at MCLA is tourism, an all-important sector in the Berkshires, one that has been a steady supplier of jobs and one also hamstrung in many ways by the ongoing workforce crisis. Many of the school’s MBA students enter this field, he said, adding that MCLA has created something somewhat unique, an outdoor leadership program that will be a minor within the environmental studies program starting next fall.

“There will courses in environmental studies and courses in leadership that will help students embrace the opportunities they have in the Berkshires for outdoor education and outdoor leadership,” he said, adding that there are career opportunities at ski areas, hiking programs, and related fields.

The fourth area of focus is advanced technologies, specifically a partnership with the Berkshire Innovation Center in Pittsfield, whereby the school’s MBA program is run out of that facility.

“The Innovation Center is doing an amazing job of bringing in entrepreneurs, industry leaders, and advanced technologies,” Mendel explained. “So we’ve created a partnership program with them; our MBA program meets in the cohort model, one class at a time but two classes a semester for 18 months straight, and those classes are both online and in-person, a hybrid model.

“And when they meet in person, they meet at the Innovation Center,” he went on. “The Innovation Center allows our students to meet with local CEOs that are doing amazing things in the area, it allows our students to do research with their companies and organizations, and it’s enabling them to do capstone projects with these new entrepreneurs and learning about new technologies. It’s about elevating our MBA program to focus on the critical needs within these new technology businesses.”

 

Bottom Line

There are many other new initiatives as well, from a minor in entrepreneurship within the business program to address a surge in interest in starting new businesses to a minor in data science, to an Early College program created in conjunction with Drury High School in North Adams that enables students to earn up to 30 college credits before they graduate from high school.

The common denominator with all these programs is a desire to meet those needs identified by employers and economic-development leaders by creating pathways, Mendel said, and then getting individuals on those paths.

Cover Story Economic Outlook

There’s Uncertainty, but Also General Optimism About the Year Ahead

Brooke Thomson says the Business Confidence Index issued each month by Associated Industries of Massachusetts (AIM), does a fairly effective job of conveying what business owners are thinking.

When the index is consistently below 50, it indicates general pessimism about the economy in general. Conversly, when it’s above 50 and trending north of that mark, it conveys overall optimism and, as the name on the index indicates, confidence about what is to come.

And … when the index is right around 50 and hovering there, as it has been for the past several months, well, that generallly communicates the sentiment that business owners aren’t exactly sure what to think, and are, by and large, neither overly optimistic nor pessimistic, said Thomson, who took the reins as CEO of AIM on Jan. 1.

“What this tells me is that there’s a moderating that’s happening,” she told BusinessWest. “The good thing that you can draw from the index is that when you see it around 50 for several months in a row, there’s some consistency, which is critical for business to be successful; uncertainty is the worst thing that you can see in business. But it also indicates to me that businesses aren’t quite sure if we’re headed to a good place or a bad place. Businesses need to have a sense of being able to forecast wh at’s coming in order to adjust.”

This general state of not knowing what to think extends to economists and economic-development leaders as well, meaning that uncertainty is perhaps the prevailing sentiment heading into a year that promises to be an intriguing one in many ways and on many levels, including a presidential race that will likely consume the nation and its business community.

Bob Nakosteen

“I think growth will slow down in 2024, and there’s less than a 50-50 chance of going into a mild recession, with the emphasis on mild.”

But despite this uncertainty, there is strong sentiment that many of the positive forces seen in a better-than-expected 2023 — from job growth to still-robust consumer spending to falling inflation — will continue into next year.

“I think growth will slow down in 2024, and there’s less than a 50-50 chance of going into a mild recession, with the emphasis on mild,” said Bob Nakosteen, a semi-retired professor of Economics at UMass Amherst. “I don’t expect anything seriously negative to happen; I personally think the economy will be relatively healthy all through 2024.”

Beyond the presidential race, there will be many other things to watch in the year ahead, eveything from interest rates and inflation (and the broad impact of both) to the ongoing workforce crisis and efforts to stem that tide; from global turmoil and the impact it may have on various sectors of the economy to initiatives to address an ongoing housing shortage in this region and beyond; from continual changes in where and how people (and the impact of all this on commercial real estate and individual cities and towns) to those two letters that convey both enormous promise and great concern: AI.

For its 2024 Economic Outlook, BusinessWest talked with several business and economic leaders about these and other topics. Their comments add exclamation points to what we generally knew already — that 2024 will be an important year, one of both challenge and opportunity.

 

 

The Indicators Are Indicating…

Historically, Nakosteen told BusinessWest, the Fed tries — that’s tries — to keep a low profile in presidential-election years, and especially after the primaries are over. Elaborating, he said the Fed generally tries to keep from influencing a race with monetary policy, including sharp increases or decreases in interest rates.

And he expects that pattern to continue in 2024 while acknowledging that “anything could happen.”

And while that broad sentiment applies to the general economy as well, the prevailing opinion, if there is such a thing, is that the mostly tepid growth in GDP — roughly 2% in quarters 1 and 2, but then nearly 6% in Q3 — will continue into 2024, with only a modest chance of the country slipping into a recession, especially if interest rates start coming down, as the Fed has hinted. Sort of.

Tom Senecal

Tom Senecal

“All indications are that inflation is coming under control, which has caused the Federal Reserve to pause on interest-rate increases.”

Overall, 2023 was, in many ways, better than some economists projected, with the country able to skirt a recession despite aggressive efforts to tame inflation through interest-rate hikes. Nakosteen said the overriding reason for this was that, with the notable exception of housing, consumers were still willing to spend, and with supply chains righting themselves, there was plenty for them to spend on.

“In effect, supply created demand and kept things moving,” he said, adding that there are plenty of other positive notes in 2023. Indeed, Wall Street recorded a solid year, with the S&P 500 up a robust 23% over the past year, heading into the final week. Meanwhile, the country continues to add jobs — roughly 240,000 per month, on average, over the past year — and unemployment remains low at 3.8%.

On the downside, the housing market cratered, and banks started to suffer from a combination of a depressed housing market, a slower commercial-lending environment, and having to pay more than 5% interest on deposits when they had been paying close to zero. However, housing starts surged nearly 15% in November, providing still more evidence that the Fed is engineering a soft landing, with another 2% growth projected for the fourth quarter.

The $64,000 question, obviously, is whether the momentum seen on these various fronts can continue into 2024.

Rick Sullivan

Rick Sullivan

“Overall, I’m optimistic that the pieces are coming together, and that we’ll see more progress in 2024.”

Nakosteen, as always, said he is not equipped with a crystal ball, and forecasting is difficult given the many unknowns. But he offered this:

“It takes interest rates many, many months, if not years, to work their way through the channels to affect the economy. And some of that is still happening, and that’s causing a slowdown,” he said, noting the decline from Q3 to what is projected for Q4. “But there is nothing approaching recession; the job market is still very healthy, and that’s the key signal that will tell us if we’re heading into a recession.”

 

Points of Interest

As he looks ahead to 2024, Tom Senecal, president and CEO of Holyoke-based PeoplesBank, said he believes the momentum generated on inflation and interest rates — meaning the pause orchestrated by the Federal Reserve as inflation started to ease throughout the year — will likely continue into 2024, although there are no certainties.

“All indications are that inflation is coming under control, which has caused the Federal Reserve to pause on interest-rate increases,” he said. “At worst, we are hoping for no further increases, which should help the housing and commercial real-estate markets. At best, some predict lower rates, and, quite frankly, many consider equity markets to be overreacting to this potentially good news. We’re not out of the woods yet, but hopefully we are in for a soft landing as recessionary fears seem to be easing.”

Elaborating, Senecal said that much hinges on inflation and the needle continuing to move in the right direction.

Brooke Thomson

Brooke Thomson

“It’s imperative that policymakers send the right signals through their actions that we’re going to continue on this course of enhancing our competitiveness and promoting economic stability.”

“Everything points to price stability, and as long as price stability continues, we should see a stabilization of interest rates,” he explained. “As long as interest rates stay high on mortgages, the housing market will continue to have a ripple effect throughout our economy. Not only are housing sales down, but all economic activity related to homebuying and construction has been severely impacted.

“Several national economists and the Federal Reserve are expressing caution and a non-commitment about the direction of interest rates,” he went on. “Equity markets seemed to react extremely quickly to the interest-rate pause as good news. I am not so sure that we will see any change in interest rates. I think rates will remain stable throughout the year because the Federal Reserve is extremely cautious in any move, up or down, until they have clear signs that the economy, inflation, and employment are back to pre-pandemic levels.”

Overall, Senecal sees improvement on the residential real-estate market, but some lingering challenges, many of them pandemic-related.

“With the recent Federal Reserve pause, and the market’s reaction to that, it has started to impact long-term interest rates on mortgages coming down almost three-quarters of a percentage point,” he noted. “I would expect and hope the impact on the residential real-estate market come spring will have a positive effect on inventory and therefore increase residential RE purchases and inventory.”

Meanwhile, he added, “commercial office-space markets will continue to see a continuing decline as the effects of the pandemic on lease maturities will continue to impact commercial real-estate values. Because Western Mass is heavily concentrated in the medical and educational markets, neither of which are severely impacted by these interest-rate economic changes, I fully expect Western Mass. to remain economically stable throughout 2024.”

 

Progress Report

It’s called the CHIPS and Science Act. This is a federal statute signed into law by President Biden in August 2022 that authorizes roughly $280 billion in new funding to boost domestic research and manufacturing of semiconductors in the U.S., and also includes $39 billion in subsidies for chip manufacturing on U.S. soil, along with 25% investment-tax credits for costs of manufacturing equipment and $13 billion for semiconductor research and workforce training.

Rick Sullivan, president and CEO of the Western Massachusetts Economic Development Council, said provisions of the CHIPS Act require that companies in the supply chain be U.S.-based. And this has translated into some intriguing early-stage talks between the EDC and some international companies.

Sam Hanmer

“Insurance isn’t sexy. It isn’t high-tech, it isn’t Wall Street, it’s just … not sexy, so young people aren’t interested in it, and the ones who are interested are aging out.”

“Not only is there onshoring being discussed, but there’s also some foreign investment from different companies, European mostly, that are looking to get a foothold; they’re at least looking,” he said, adding that, between developable land on which to build and precision manufacturers that could be acquired, there is plenty within the 413 to show them. “It’s an opportunity I haven’t seen in the past seven or eight years.”

And this fairly recent development is one reason why Sullivan is rather optimistic about 2024 and what it holds for the region.

Other reasons include everything from progress on the workforce front (see related item below), with area colleges and universities seeing a boost in enrollment as well as new programs and initiatives to put workers in the pipeline for various sectors, to headway in the preparation of a new growth strategy for the region, to some new businesses in different, and promising, sectors.

Businesses like CleanCrop Technologies in Holyoke, which boasts technology that “redefines food and agriculture efficiency.”

“This is a company that came out of UMass, it’s growing significantly, and it’s getting the attention of some multi-national companies in terms of potential investment,” said Sullivan, adding that there are other companies in what he called the “clean-tech realm” that are emerging and offering great promise for that sector. “Overall, I’m optimistic that the pieces are coming together, and that we’ll see more progress in 2024.”

 

The State We’re In

Thomson told BusinessWest that the tax cut orchestrated by the Healey administration in 2023 was a welcome signal that the state might actually get it when it comes to the high cost of living and doing business in the Commonwealth and the need to take steps to make it more competitive.

She hopes there will be more of these to come in 2024 because the state still has a long way to go when it comes to being competitive with North Carolina’s Research Triangle and other regions like it.

“It’s imperative that policymakers send the right signals through their actions that we’re going to continue on this course of enhancing our competitiveness and promoting economic stability,” she said. “We’re really at an inflection point.”

George Timmons

George Timmons

“It’s about how you respond to the populations that you have on your campus and ensuring that they have the resources and the support they need to be successful.”

There continues to be an outmigration from Massachusetts, said Thomson, noting that the so-called ‘millionaire’s tax’ certainly has something to do with this. But the larger issue is simple affordability, she went on, adding that many young professionals feel priced out by the Bay State, and especially the broad area east of Worcester.

Housing is a huge issue, she said, adding that the state needs to prioritize efforts to create housing on many different levels, from affordable to what would be considered starter homes for young professionals. But it’s not the only issue, she noted, adding that overall affordability also includes transportation and childcare, which are also very high in this state.

“The outmigration numbers worry me because they indicate that the biggest population group that we’re losing are these 25- to 36-year-olds,” she said. “These are the people who maybe came here for college and then concluded that it’s too expensive to stay here.”

Finding ways to keep them here, Thomson added, will go a long way toward easing the workforce issues that are impacting every business sector and in some ways stunting their growth.

 

‘Workforce, Workforce, Workforce’

As he talked with BusinessWest about his sector and efforts to attract and retain talent, Sam Hanmer hit upon an uncomfortable truth.

“Insurance isn’t sexy,” said Hanmer, president of the Chicopee-based Rush Insurance Group, with Rush being his mother’s maiden name. “It isn’t high-tech, it isn’t Wall Street, it’s just … not sexy, so young people aren’t interested in it, and the ones who are interested are aging out. Let’s be honest, insurance has been an ugly word forever — you have to have thick skin to be in this game because no one wants to talk to you.”

With that, he summed up the ongoing challenge of attracting and maintaining a workforce today, hitting on two of the key points: Baby Boomers are retiring, and it’s becoming increasingly difficult to hire their successors, especially in insurance.

“If you have that skillset, you’re in an environment where you can change jobs and get a pretty significant pay increase,” he said, referring to seasoned insurance professionals. “In order to get that skillset — and the number of people who possess it is diminishing — employers have to pay up for it, and that squeezes everyone.”

But even those business sectors that would be considered sexy continue to struggle on this front, with many of those we spoke with summing up 2023, and the overriding issue for 2024, with three simple words: “workforce, workforce, workforce.”

Susan Kasa

Susan Kasa

“Commercial aerospace had come to a virtual standstill for many suppliers, and they had to reinvent the wheel for themselves. But we’re starting to see a comeback to pre-pandemic levels.”

Hanmer was one of them, noting that, in his sector and many others, ‘virtual assistants,’ technology, and especially AI hold the promise of removing the human element, meaning hired help, from some backroom functions, the broad realm of customer service, and “helping customers understand what they’re buying.”

In the meantime, though, Hanmer and those in many other sectors are focusing their efforts on educating young people about what could be promising careers, including those in that non-sexy realm known as insurance, and grooming them for this work.

“We’re going to start looking at young, inexperienced people who have a desire to potentially have a good-paying job in insurance, because these are good-paying jobs, and you just can’t get people to fill them,” he explained. “So we’re going to have to start growing them from a younger age, and, hopefully, they’ll stick around.”

With that, again, he spoke for business owners across virtually every sector.

 

School of Thought

It will be called the Adult Learner Success Center.

This is a new initiative at Holyoke Community College (HCC), that, as the name suggests, has been created to help adult learners — non-traditional students generally in the their mid-20s and older — achieve success, however they choose to define it.

“It will help address the specific needs of the adult leader, and we’re really excited about it,” said George Timmons, who took the helm as HCC’s president this past summer. “It’s about how you respond to the populations that you have on your campus and ensuring that they have the resources and the support they need to be successful.”

And the program says a lot about the state of higher education as the caldendar turns to 2024.

Indeed, with the passage of the MassReconnect program, which provides free community college to eligible individuals 25 and older, these institutions have seen a much-needed boost in enrollment (4% at HCC, for example) that is also changing the demographic on their campuses.

While enrollment has edged higher at community-colleges and other institutions in 2023, overall enrollment and financial challenges persist, said Timmons, citing the announced closing of the College of St. Rose in Albany, N.Y., after more than a century of operation, providing more evidence — not that any was needed — that these are difficult and somewhat perilous times in higher education.

“It’s still real when you think about the challenges facing colleges and universities, especially in the Northeast, where the birth rates are signficantly less than they were years ago, putting fewer students in the pipeline,” he said, noting that, on a different spectrum, there are an estimated 700,000 people in the Bay State who have attended college but not finished what they started.

This represents a tremendous opportunity for community colleges, he said, adding that this focus on the adult learner and helping them achieve success will be among the many key issues to watch in 2024.

 

Making Things Happen

Susan Kasa, president of Boulevard Machine & Gear in Westfield, said that, a year ago, her shop was able to shut down the week between Christmas and New Year’s Day, a non-traditional break that was enjoyed by employees and managers alike.

So much so that the plan was to do it again, she said, adding that it just wasn’t possible to do so this year.

“Right now, we have so much demand that we will be open that week and plugging along,” she said in an interview prior to the holidays, adding that this demand comes in the form of a high volume of orders, a number of them in the expedited category, that cover most all of the customer groups served by this precision manufacturer.

That includes what Kasa calls ‘outer space,’ meaning everything from satellites to the rockets taking billionaires and their clients to the edge of space; from defense to aerospace.

This surge in orders reflects many of the issues that will define 2024, from turmoil in the Middle East, Ukraine, and other hotspots to a resurgence in airline travel — all of which is positively impacting precision manufacturers, and there are many of them in the 413, who serve original equipment manufacturers in those markets.

Indeed, on the space and defense sides of the ledger, Boulevard is currently handing orders for parts for everything from the satellites that track incoming missiles to the Apache helicopter, and all indications are that the pace of activity will only increase in 2024 and probably beyond.

“We’ve been delivering parts in this last quarter of the year, and the numbers are very strong right through 2032,” she said, ading that L3Harris, the Florida-based defense contractor that specializes in microwave weaponry, surveillance solutions, and electronic warfare, has become one of Boulevard’s larger customers for outer space, satellite, and aerospace work.

This upward trajectory in orders, which led to the hiring of three new machinists in 2023, also includes aerospace, she said, adding that a pronounced lull in that sector, resulting from the grounding of the Boeing 737 Max, a sharp decrease in air travel during the pandemic, and other factors, is now to be discussed with the past tense.

“Commercial aerospace had come to a virtual standstill for many suppliers, and they had to reinvent the wheel for themselves,” Kasa said. “But we’re starting to see a comeback to pre-pandemic levels. We’re finally getting back to normal; orders are resuming, and they’re taking all this inventory that may have been sitting for a while. With both Boeing and Airbus, they’re seeing orders come in, and they’re large orders.”

 

Features Special Coverage

Making It Work

Mike Long and Alana Sambor

Mike Long and Alana Sambor say Axia employees appreciate a four-day workweek.

 

They call it the ‘buddy system.’

And it’s just one of many elements that have gone into what has thus far been a successful transition to a four-day workweek at West Springfield-based Axia Insurance.

Mike Long, the company’s CEO, explains how it works.

“Everyone picks or is assigned a buddy; if someone is not on in Monday, their buddy will take anything that comes in that has to be handled on Monday,” he said, noting that, in insurance, there are some things that can’t wait a day, so the buddy system is imperative to this arrangement whereby employees can take either Monday or Friday off, thus earning a three-day weekend 52 weeks a year.

The success of the buddy system has helped Axia make conversion to four days — 34 hours, with a goal of eventually getting it down to 32 hours — a success story that is still a work in progress, said Long, adding that a great deal of study and preparation went into this, and the prep work is certainly paying off thus far — for employees and the company.

“If you want to work at home because you find there are fewer distractions there, that’s fine. But if you feel the need to be at work because there are fewer distractions there, that’s fine, too. For those of us with kids and dogs, there are fewer distractions at work.”

Alana Sambor, director of Operations, agreed. She said employees have enthusiastically embraced the change, as might be expected, and there have been a number of benefits, everything from steady, and in some cases improved, levels of productivity, but with happier employees, to a decline in the number of requests for other paid time off, with employees scheduling doctor, dental, and vet visits; home-appliance repair windows; and more on the one day a week they are off (more on all this later).

As noted, the four-day week has come about through a hard focus on employee satisfaction, followed by study, examination of best practices (what few there are in this realm), and what could be called beta testing, running the program through its paces over this past summer, said Long, adding that businesses thinking about following this course need to do their homework, think it through, and effectively communicate everything that needs to be communicated to employees at all levels.

Allison Lapierre-Houle

Allison Lapierre-Houle says remote work and hybrid schedules have earned a measure of permanence at ArchitectureEL.

Meanwhile, the Wilbraham offices of Giombetti Associates tout what Bobby O’Neil calls a four-and-a-half-day workweek. There is a half day on Friday, with almost all employees — often everyone but him — working remotely on that day. This is the latest spin, or evolutionary course, on remote policies that are working for the company on many levels.

“The other four days, there is flexibility, with remote work an option for those who prefer it,” said O’Neil, senior advisor at this company, which specializes in pre-employment assessments, leadership training and development, and talent-acquisition solutions.

“If you want to work at home because you find there are fewer distractions there, that’s fine,” he said. “But if you feel the need to be at work because there are fewer distractions there, that’s fine, too. For those of us with kids and dogs, there are fewer distractions at work.”

As for Fridays and the quietness in the office, O’Neil said he enjoys it, mostly. “I’m alone, but I’m not lonely,” he quipped.

“Everyone has a three-day weekend, which has improved morale exponentially and improved work-life balance for everyone. The positivity in the office and the energy have completely changed.”

Fridays are nearly as quiet at the ArchitectureEL offices in East Longmeadow. That’s because seven of the company’s 10 employees are working remotely. All employees have the option to work remotely several days of the week, and most of them, but not all of them, make Friday one of those days, said Allison Lapierre-Houle, office manager for the company.

She said this is the pattern, or schedule, that employees have generally settled into, adding that remote work has earned a measure of permanence here, as it has elsewhere.

For this issue, we examine this shift in the workplace, and the many variations on the broad themes of remote work, flex schedules, and, yes, a shorter work week.

 

Week Link

As he talked about how the four-day week came to be Axia, Long said there was some careful reflection deeply rooted in a focus on employee satisfaction, recruitment, and retention.

Elaborating, he said Axia had embraced remote work in the wake of the pandemic, and most employees were taking advantage of it.

Bobby O’Neil

Bobby O’Neil says Giombetti Associates’ four-and-a-half-day workweek is one of several initiatives to help employees balance work and life.

But it came with a price tag of sorts, he went on, referencing a loss of company culture because employees were not together in the same place at the same time. “We were losing the culture of Axia,” he said. “All of the sudden, it felt that they were slipping away from us; we weren’t a family anymore.”

But, and this is a big but, the company also recognized the need to create a work environment that was attractive to current and potential employees, especially in the middle of an ongoing workforce crisis.

“We realized that the most valuable asset we have at the company is our employees, and based on that understanding, we’ve tried to create a culture that is very employee-focused,” he said, adding that Axia even boasts a gym at its facility. “What we wanted to do is create an effective work-life balance because it’s good for the employees. And if it’s good for the employees, it’s good for the clients.”

One method that emerged for getting there is a four-day work week, something that has been tried, with some success, in Europe, but not so much in the U.S.

“Every company had an identity before they went remote and hybrid, and now you add to that the complexity of remote workers and hybrid workers, and they have to think of creative ways to preserve the culture that they have.”

At the heart of the initiative is effective communication about all aspects of the new system, from the nuances of the buddy system to what is expected in terms of productivity, said Sambor, noting that it was made clear that team members would be doing the same amount of work, but in fewer days.

“The best rule of thumb is to set the standards that you’re trying to accomplish,” she noted. “If you have a full-time staff, and they’re taking 100 calls a day, and that’s what you expect from them, when they go to a four-day work week, we’re still expecting them to take 500 phone calls.”

But the tradeoff — more work in less time for that three-day weekend — has been enthusiastically accepted.

“Everyone has a three-day weekend, which has improved morale exponentially and improved work-life balance for everyone,” Sambor said. “The positivity in the office and the energy have completely changed.”

Long agreed.

Amy Roberts

Amy Roberts says employees at PeoplesBank have come to appreciate an organization that allows them some flexibility.

“One thing we have really noticed is the attitude of the employees in the office is so much more positive,” he told BusinessWest. “People seem to more energized, more excited — they tell stories about what they did on their day off.”

And while the new system is set and now policy at Axia, this is still a learning process, he noted, adding the company has “stubbed its toe” a few times, but there’s been nothing to make it second-guess this huge decision.

 

Remote Possibilities

That same sentiment seems to apply to the companies that have fully embraced remote work and hybrid schedules.

Giombetti introduced remote work before the pandemic, said O’Neil, adding that it works with clients across the country, many of whom it simply cannot meet in person.

“While some companies were forced into remote work and a virtual workspace, we were honing it,” he explained, adding that such arrangements work for clients and employees alike.

Especially the four-and-a-half-day workweek, which has been in place for several years now, he said, and helps employees as they seek to achieve work-life balance.

As for the clients Giombetti is working with, many are doing some honing of their own when it comes to policies regarding where and how people work.

Like the managers at Axia, O’Neil said that, as companies look to embrace different schedules and policies, the best course is to effectively communicate with employees and job candidates alike about what they should expect — and what is expected of them.

“This could include, but is not limited to, goals, core hours of work, mandatory meetings, mandatory check-ins, and what it means to maintain their corporate culture, too,” he said. “Every company had an identity before they went remote and hybrid, and now you add to that the complexity of remote workers and hybrid workers, and they have to think of creative ways to preserve the culture that they have.”

Remote work has certainly become part of the workplace equation at Holyoke-based PeoplesBank.

“Everyone has certain days that they’re remote every week, but if something comes up and they have to change it, we’re totally flexible to that because everyone has a different lifestyle.”

With more than 325 employees, the bank has a large number of front-facing employees, such as bankers and branch managers, for which remote work is not an option, said Amy Roberts, executive vice president and chief Human Resources officer. However, for others, the bank has adopted policies that enable such employees to work a hybrid schedule, with most in the office at least a few days a week.

“We have some people who prefer to be in the office,” she continued. “But the hybrid choice is very popular for those positions where we offer it.” 

And while having this flexibility to work a few days a week is appreciated by existing employees, the bank is not moving in the direction of offering fully remote work, with the exception of a few specific positions. “We’ve probably lost a few candidates because they are looking for fully remote,” she said. “On the other hand, people have absolutely remarked that they appreciate coming to an organization that allows them some flexibility.”

Those same sentiments have been expressed at ArchitectureEL, said Lapierre-Houle, adding that the company was, like most, fully remote during the pandemic but has since embraced hybrid schedules to help maintain the concept of teamwork, which is critical in architecture. Most are in the office on Mondays, when there are all-office meetings, she told BusinessWest, while Fridays, as noted earlier, are quiet.

Overall, she said, flexibility is the driving force behind the policy.

“Everyone has certain days that they’re remote every week, but if something comes up and they have to change it, we’re totally flexible to that because everyone has a different lifestyle,” she explained. “We’re super flexible about it.”

 

Employment Special Coverage

Coping with the Elements

Allison Ebner

Allison Ebner says there is a good deal of tension between employees and employers in the workplace today.

 

Allison Ebner counts herself a fan of the Discovery Channel show Deadliest Catch, which chronicles the lives of crews fishing for king and snow crab in Alaska, with that name effectively communicating just how dangerous a profession this is.

And Ebner, who took the helm at the Employers Assoc. of the NorthEast earlier this year, can find seemingly endless parallels between the dangers of crab fishing in the Bering Sea and the perils of managing the modern workplace.

With the former, it’s gale-force winds, rogue waves, ice formations, and dealing with greenhorns. With the latter, well … it’s everything from new regulations like family medical leave to coping with heightened expectations among employees concerning remote work, hybrid schedules, and more, to the demands of the younger generations.

In both cases, things come at leaders quickly and with great force, Ebner said. They must be as ready as they can be for whatever might hit them and then able to cope with the rough seas, whether they’re of the literal or figurative variety.

“It’s difficult … if you’re a Baby Boomer C-suite executive and you’re trying to get your arms around this workforce, it’s a bear,” she told BusinessWest, adding that, over the past few years, there have been even more challenges heaped upon business owners and managers. These include everything from less tolerance of differing opinions (on everything from science to politics) to an apparent gulf between employees and employers when it comes to pre-pandemic levels of production and results, and whether businesses should be back there by now.

“There’s a very, very big Rock ’Em Sock ’Em Robots thing happening here — there’s tension between employers and employees,” she explained. “First, there was the Great Resignation, then there was quiet quitting, and now there is a great divide: employers’ expectations are coming back to pre-COVID expectations, but employees are not coming back to work with that same mindset.”

“It’s difficult … if you’re a Baby Boomer C-suite executive and you’re trying to get your arms around this workforce, it’s a bear.”

As for that lack of tolerance for differing opinions, it’s showing up in a rise of calls to EANE’s hotline that fall into the broad category of employee relations, said Ebner, who described them this way: “I have an employee who has done, or is doing, this; what do I do about it?”

She noted that “there’s a lot of workplace-respect things happening today; we seem to, as a general society, have lost our ability to get along with one another to some regard. And I think that translates to the workplace; there’s less tolerance for someone who doesn’t think as I do or believe exactly the same things I do.”

As a result, EANE has been doing considerably more workplace-respect and conflict-resolution training these days, but the underlying whitewater remains.

“There’s no happy medium, so there’s a lot of tension,” she went on, adding that, with what is shaping up to be an epic presidential race this year, this tension will only rise as 2024 progresses, probably creating more employee-relations-related calls to the hotline.

Overall, in this climate and at this time of seemingly constant change, employers must put a premium on communication and, especially, training their mid-managers, what Ebner called their “people leaders.”

“These are the mid-level managers that have been ignored for years,” she said. “They’ve been ignored, they haven’t been trained, and they’re just sort of hanging out there. They need to be focused on; this is how organizations are going to be successful. They’re closest to the money — the money is your employees; you can’t function without them.”

For this issue’s focus on employment, BusinessWest talked with Ebner about the forces rocking the boat that is the modern workplace and what can be expected in the months to come.

 

Riding the Waves

Returning to Deadliest Catch, Ebner explained that, while the boat captains captured on the show possess many admirable qualities, flexibility, a willingness to compromise, and even communication are generally not among them.

And these are traits that today’s business managers certainly need, she went on, adding that, without them, life is going to be much more difficult and stressful — as if it weren’t already difficult and stressful enough, for those reasons above, many of which started during, or were accelerated by, the pandemic.

“There’s a lot of workplace-respect things happening today; we seem to, as a general society, have lost our ability to get along with one another to some regard. And I think that translates to the workplace; there’s less tolerance for someone who doesn’t think as I do or believe exactly the same things I do.”

Return to work, or RTW — another acronym that has worked its way into the lexicon — is just part of it.

The larger piece involves who’s holding the cards in the workplace today, she went on, adding that, during COVID and the height of the workforce crisis that followed, it was clearly employees that were driving the boat. Many think they still have the upper hand, but, increasingly, employers believe they are back in control.

And that’s where the rock-’em-sock-’em turmoil comes in.

“With COVID, we kind of dropped all of our performance-management standards, and now, employers are trying to bring those back,” Ebner explained. “They’re saying, ‘you can’t call out four times and violate our attendance policy and still have a job.’ During COVID, you could, and you could post-COVID the past few years because the job market was so tight.

“Now, that’s settled down a little bit, so employers are trying to rein things in a little bit, and employees are very resistant to that,” she went on. “We see it with return to work … you see it nationally with large corporations that are trying to bring their employees back, some more successfully than others. Employees want their work-life balance, they want that flexibility, and they expect it.

“They have higher expectations from their employers because they got more during these past three years and they have more negotiating power, and they want to keep that,” she continued. “But employers are saying, ‘we have a business to run here, the economy’s tough, it’s getting more competitive, and we’ve got to buckle down.’”

This general difference of opinion is contributing to the uptick in employee-relations matters, said Ebner, adding that things have been at a slow boil since last summer, but they’ve been heating up in recent months.

And this is just one of the dynamics creating more challenges in the workplace, adding that relatively new regulations, such as family medical leave and changing demographics within the workforce — with Baby Boomers moving into retirement, Gen Xers on the downside, and Gen Y and Gen Z “taking over” — are among the others.

“They have higher expectations from their employers because they got more during these past three years and they have more negotiating power, and they want to keep that. But employers are saying, ‘we have a business to run here, the economy’s tough, it’s getting more competitive, and we’ve got to buckle down.’”

“We have to be mindful of who’s in the workplace today,” she said. “And if you look at five, 10, 15 years down the road, most companies are doing strategic planning and predicting the future … and it’s Millennials and Zoomers, and that’s a real mindset shift for a lot of the C-suite people we talk to, and they are extremely unhappy about it.”

They’re not happy because what they’ve done for benefits and the larger employee value proposition (EVP) was much different for the work-first, family-second Baby Boomers than it is for the younger generations, who have different priorities and are not shy about communicating them.

“It’s a reality, but it’s also a slap in the face for many,” she said, referring, again, to older, Baby Boom-generation leaders. “But there is no choice; the younger generations are here, they are dominating, and they are the future; we don’t have the robots yet that you can program.”

In this environment, the managers that are thriving (and, yes, that’s a relative term) are those who can communicate with their employees and train those that Ebner calls “people leaders.”

“It’s all about expectations, and the employer who sits down with their team and communicates what is expected will fare better in this environment,” she said.

“The number-one thing employers can do right now to help themselves is train their people leaders; they’re the ones delivering the message inside the organization regarding expectations and performance metrics,” she added. “They are the conduit; they are the veins that run through the organization where everything flows through. Good people leaders have good communications skills, and they help set expectations. And it’s a two-way street now; the employee feedback gets to the leadership of an organization through the people leaders.”

All this points to a need for more professional development in the workplace, she said, adding that employees are asking for it, if not demanding it, and employers should want to provide it.

 

The Sea Suite

Reflecting on the current scene in the workplace, Ebner said that many of the Baby Boom-aged HR professionals she knows say they can’t wait to retire.

“They’re kind of done; they’re ready,” she told BusinessWest. “They’re not ready for the brave new world we’re in.”

Those sentiments speak to how challenging the workforce has become in recent years, a pattern that will likely only accelerate in the future, a reality that brings still more comparisons to Deadliest Catch.

There is nothing easy about catching king crab in the Bering Sea. And these days, there’s nothing easy about managing a workforce. It all comes down to being ready for whatever might come at you.

Community Spotlight

Community Spotlight

Kristine Koistinen

Kristine Koistinen says Enfield’s long-awaited rail stop is creating a great deal of anticipation in the community, as well as growing interest from developers.

 

For decades now, a rail stop in Enfield, Conn. on the line from Springfield to Hartford, New Haven, and points south has been a dream.

Finally, the dream is becoming reality.

Indeed, the Connecticut Department of Transportation made it real several weeks ago when it attached hard dates to the $45 million project to build a train station in the section of Enfield called Thompsonville, in the shadow of apartment buildings created at the sprawling former Bigelow Carpet complex.

Those dates include the summer of 2024 for the final design to be completed, the winter of 2025 for the construction bid to be awarded, the spring of 2027 for accompanying rail and bridge work to be completed, and the fall of 2027 for completion of the station and platform.

While a formal ribbon cutting is almost four years away, there is already a great deal of anticipation and excitement in this community of just over 42,000 — as well as interest from the development community, said Town Manager Chris Bromson, adding that the train stop will be, in a word, “transformational.”

“When you look at any of the other transit-oriented districts in Connecticut, it’s been just a boon to economic development and housing,” he told BusinessWest. “If you look at Meriden and other cities in Connecticut that have gotten a train stop, you’ve seen dramatic growth, so we’re very excited, to say the least.”

Elaborating, he said momentum toward a rail station has prompted developers to take options on several properties near the riverfront in the area near the planned station, including an old Eversource power plant, and he expects such interest to only escalate in the months and years to come.

“If you build it, they will come,” he said. “And two years is going to go by in a heartbeat, and developers … they don’t want to miss the train. They want to get in on the ground floor now because those properties are going to be hot.”

Meanwhile, the rail station is just one of many intriguing developments in this community, said Kristine Koistinen, Community Development specialist and also acting Economic Development director. Others include likely redevelopment of the dying mall known as Enfield Square; redevelopment of the former Strand Theater into housing; revitalization of the historic Hazardville Institute into a mixed-use facility that will become, among other things, home to the North Central Connecticut Chamber of Commerce; the recent conversion of the former United Presbyterian Church into the new home for the Opera House Players; and the expected arrival next year of L.L.Bean in the Brookside Plaza.

“It’s back to the future. Today, young people … they really aren’t interested in cars the same way that previous generations were; they want to jump on the train. They want to live in places like Thompsonville and jump on the train and go to New York for the weekend or go to Boston.”

“It’s a very exciting time in Enfield; there’s a lot going on and a lot to get excited about,” she said, adding that there are new developments in many different parts of the community, including Thompsonville, Hazardville, the retail district, and others.

Those sentiments apply to one of the community’s largest institutions as well.

Indeed, Asnuntuck Community College, which marked its 50th anniversary this year, is now known as CT State Community College Asnuntuck. It is one of 12 community colleges, some with satellites, that came together in a merger (creating CT State Community College) that has been years in the making, with the goal of bringing a number of advantages and new opportunities to the colleges, but especially students, said Michelle Coach, Asnuntuck CEO.

“What’s amazing for the students is that they apply once, and they can register on any campus anywhere in the state,” she explained. “In the past, we used to share less than 1% of our students among the 12; we now share about 28% of our students.”

But while the merger is generating new opportunities, Asnuntuck and all the other CT State schools are coping with budget cuts, and more dramatic cuts to come in the future unless the governor and Legislature reverse course and increase their overall commitment to public higher education (more on that later).

As for Enfield Square, it has been in a state of deterioration for several years, with the loss of anchors such as Macy’s, JCPenney, and Sears. It was acquired by New York-based Namdar Realty Group in 2019 amid hopes that there would be investment in the facility and the securing of new tenants. However, it has continued to decline, and there is growing speculation that it may be sold to a developer who will raze all or most of what exists and create a mixed-use facility that may include everything from retail to housing.

planned new housing

An architect’s rendering of the planned new housing to take shape at the site of the former Strand Theater.

A few developers have expressed interest, said Bromson, who declined to name them, adding that Enfield Square may follow the same path as Springfield’s Eastfield Mall, which is currently being demolished in favor of new development following the relocation of several dozen mostly smaller tenants. In fact, Koistinen has talked with officials in Springfield about the Eastfield Mall project and the relocation of tenants there.

For the latest installment of its Community Spotlight series, BusinessWest focuses on Enfield, the arrival of rail service, and the many other forms of progress in this community.

 

Train of Thought

Bromson is on his second stint as town manager in Enfield — he held that post from 2019 to 2021, when he resigned, only to return just last month. Overall, he’s spent more than 33 years working for the town in various capacities, including town attorney, Public Safety director, and acting town manager.

For all that time and more, securing a rail stop in town has been a dream and a true priority for the community, for reasons made obvious by looking at similar communities that have a stop. In those cities and towns, development has followed, Bromson noted, adding that there has been significant reversal of the development strategies of the ’50s, ’60s, and ’70s that focused on the automobile and creating infrastructure to support its use.

“It’s back to the future,” he went on. “Today, young people … they really aren’t interested in cars the same way that previous generations were; they want to jump on the train. They want to live in places like Thompsonville and jump on the train and go to New York for the weekend or go to Boston.”

Elaborating, he said Enfield’s station will be more than a metro stop, bringing people to Hartford to work; it will also be a larger hub for Amtrak for more distant destinations. Coupled with the planned spur off the Windsor Locks stop that will bring people to Bradley International Airport, it’s easy to see why a rail station is generating such enthusiasm.

“You can come down to the Enfield station, park — there will be ample parking here — get on the train, take the spur to Bradley, and get on a plane, and never have to deal with the parking or the congestion there,” Bromson said.

the historic Hazardville Institute

Renovation of the historic Hazardville Institute is one of many developing stories in Enfield.

While the rail plans are generating excitement among residents and officials, they are also gaining the attention of the development community, with more interest certainly to come, said those we spoke with.

Bromson said the rail service will likely generate interest in development of more housing, such as the hugely successful Bigelow Commons, now home to more than 2,000 people.

And if more housing becomes reality — and renovation of the former Strand Theater is already set to move off the drawing board — there will be a need for more retail and service businesses, said Koistinen, adding that such need will likely help fill some of the many vacant storefronts and other properties in Thompsonville, but also other parts of the city.

Enfield at a Glance

Year Incorporated: 1683
Population: 42,141
Area: 34.2 square miles
County: Hartford
Residential Tax Rate: $30.56
Commercial Tax Rate: $30.56
Median Household Income: $67,402
Median Family Income: $77,554
Type of Government: Town Council, Town Manager
Largest Employers: Empower Retirement LLC, Town of Enfield, LEGO, Advance Auto Parts Distribution Center, Eppendorf Manufacturing
* Latest information available

“For decades, people have been talking about how we revitalize Thompsonville,” she said. “Having the train come is the first step in all of this; here are several vacant properties there, and having the train station so close — that walkability to the downtown — will provide a real boost.”

Overall, there is a sizable trickle-down effect from the rail service, said Bromson, adding that it will likely extend to places like Enfield Square. Indeed, the station will be an intermodal transit center that will send buses and shuttles to locations such as the shopping areas off I-91.

This includes Enfield Square, he noted, adding that the community is talking to developers about the future of the site, while also working with existing tenants to help promote them and prepare them for eventual transition. “I’m very optimistic that we’re going to have a good result there in the near future.”

 

Course of Action

There have been several good results from the merger of the state’s community colleges, a process that has been in motion for more than seven years now, Coach noted.

The new infrastructure brings benefits for the schools, including additional buying power and greater ability to collaborate and share ideas, concepts, and, yes, students.

Indeed, she said there are students who now attend classes at as many as five different schools, taking advantage of each school’s specialty, such as Asnuntuck’s manufacturing program.

Indeed, Asnuntuck now boasts 1,329 students who call the campus home, and another 886 who call another school home but attend at least one class in Enfield, boosting enrollment and bringing more energy and vitality to the campus.

“If the governor doesn’t give us more money, that’s going to hurt our students — that’s what we’re worried about right now.”

Overall, said the merger has brought about a harmonized processing system across the 12 campuses, while allowing each school to maintain its own identity and culture.

“I’ve always said to the employees, our culture is our people, and we have our people,” Coach said. “We can give our students what they need, and I don’t think we’ve changed. But at the same time, they can now register anywhere, we have some amazing processes, and we just hired a behavioral-health counselor for the first time. We’ve always wanted an in-house counselor, and we haven’t been able to do so. By becoming CT State, every campus is getting at least one counselor.”

The merged system is still only a few months old, she said, adding that it will continue to evolve, hone processes, and bring new opportunities and greater collaboration — something that was missing historically — between the individual campuses and their students.

And greater collaboration will be needed because there are many current budget challenges, and deeper cuts likely to come in the year ahead.

“We are underfunded right now,” she said, noting that the system recently cut $33.6 million for this fiscal year, with Asnuntuck slicing roughly $500,000, in large part because elected leaders would not raise the spending limit for the state.

Asnuntuck was able to avoid personnel cuts this fiscal year, but it may not be so fortunate in FY 2025, when an additional $41.3 million will have to be cut, unless already-intense lobbying efforts succeed in garnering more support from the state.

“If the governor doesn’t give us more money, that’s going to hurt our students — that’s what we’re worried about right now,” she told BusinessWest. “And, of course, these are the students that need the help.”

Insurance

Biting Comments

 

Jim Kinney

Jim Kinney says Altus Dental is well-positioned to handle the seismic changes taking place in the dental-insurance landscape.

 

Jim Kinney acknowledged that it will certainly take some time before the full impact of changes to the dental-insurance landscape in the Bay State — specifically a successful ballot initiative requiring insurers to dedicate 83% of revenue from premiums to patient care — is known.

But already, that landscape is changing, and in profound ways, said Kinney, vice president of Sales and Business Relations for Rhode Island-based Altus Dental, noting that several insurers have announced their intention to withdraw from the small-plan market in Massachusetts as a result of the measure, and more will likely do so in the months to come.

Altus isn’t one of them, he said, adding that the company is committed to staying in Massachusetts and continuing to provide small-plan coverage, despite the many challenges inherent with doing so.

“There’s been some contraction — five carriers have notified the Commonwealth that they’ll be exiting the market,” he told BusinessWest. “So right now, small group is really … turbulent. That’s the word I would choose to use; there’s going to be a lot of change.

“But we’re really committed to staying in the market,” he went on, adding that Altus prefers to look at these companies exiting the small-business market as an opportunity, one that will require an even greater emphasis on efficiency, something the company has always made a priority, and creating more volume — assignments we’ll hear more about later.

Meanwhile, beyond the turbulence, the companies exiting the small-market segment will be “doubling down,” as Kinney put it, on the large-market component, creating more competition and more challenges in the segment.

But Altus sees opportunities there as well, he said, adding that 2024 will certainly be an intriguing year, to say the least, as it looks to continue growing its membership in Massachusetts, which is currently about 230,000.

“We’ve been on a good growth trajectory, and with the market changes coming next year and going forward, we’re really expecting to see new sales in small group,” he said, adding that, in this environment, there is even more strength in numbers.

For this issue and its focus on insurance, BusinessWest talked at length with Kinney about how Altus, which has been steadily growing market share in Massachusetts, intends to continue its pattern of growth amid the tumultuous changes in the market.

 

Some Things to Chew On

In the run-up to the November 2022 election, insurers issued not-so-subtle warnings to Bay State residents that, if the ballot question passed, carriers would likely flee the state, leaving fewer options, especially in the small-plan market, and, more alarmingly, more people without dental insurance.

But, backed by the American Dental Assoc. and local dentists, the referendum question passed with ease, bringing dental insurers in line with healthcare insurers that are required by Obamacare to allocate 83% from premiums to patient care.

Now, some of those warnings are coming to pass.

Ameritas Dental Network and Principal dental insurance recently notified the National Assoc. of Health Plans, of which they are members, of their intention to abandon the Massachusetts small market. Those moves follow the announcement in August that Guardian Life Insurance, one of the country’s largest mutual insurance companies, had notified small businesses in Massachusetts that it would no longer provide dental insurance as a result of the ballot question.

And others will likely follow suit, said Kinney, who, when asked if the market was done shaking out, said simply, “there’s more to come.”

“The legislation goes into effect Jan. 1, but it’s going to be delayed, at least with some aspects of it,” he told BusinessWest. “We’re going to see more companies exiting the market, and unfortunately, that’s not a good thing for the health of the market.”

The small-business component comprises roughly 80% of the market in Massachusetts, with about 46,000 client companies, said Kinney, adding that this is a very large slice of the dental-insurance pie in the Bay State.

Now, there will be fewer players contending for slices of that pie, a scenario that, as noted, comes with opportunities and challenges, and probably more of the latter than the former, which is why companies are exiting the small-business market here.

“The numbers are very difficult; it’s difficult to make it work for carriers — they’re being really restricted,” he said of what’s known as the medical-loss ratio that is now being applied to dental insurers. “We have a bit of a different model — we’re more efficient, and we run a lot of new business on a much tighter margin than many can.”

And this efficiency, this ability to thrive on much tighter margins, will be ever-more important, said Kinney, who used some simple math to get his points across about this new regulation and why so many companies have decided to exit the small-business market.

He said a commercial market medical-insurance premium runs about $600 per month on average; this contrasts with $35 for a dental PPO and $20 for a dental HMO. Despite this huge monetary gap, dental and medical plans perform most of the same administrative tasks. That’s why most of the industry has long held that dental insurers should not be subject to the same medical loss ratio, in this case more than 80%.

Such numbers explain why, in this environment, there will be a premium on efficiency and providing value, he said, and with fewer competing players, on top of the new regulation, there will be added pressure on premium costs.

“We’re committed to being fiscally responsible, keeping premiums affordable, and focusing on high value for the premium,” he said. “But I do have concerns that less competition will erode some of that for the market. But our commitment is to remain affordable, with a good focus on value for our members.”

And one of the keys to keeping premiums affordable will be efficiency, Kinney noted.

“We’ve gotten down to a process with our technology where we get a lot done in a simple way,” he said. “I think we’ve just done a really good job of using technology to focus on getting the right things done in the most efficient way. Also, many of our employees have been here for 20 years, so they really understand our systems very well, and they can make things happen quickly.”

Elaborating, he said this emphasis on technology, such as electronic data files, enables Altus to sped up the approval process on many procedures and process claims more quickly, thus improving overall customer satisfaction.

 

Bottom Line

As noted earlier, this changing environment puts additional emphasis on both size and efficiency, Kinney said, adding that Altus, which, unlike some carriers, focuses exclusively on dental, is better-positioned to thrive in this climate than its smaller and larger competitors.

“We’re small enough that we’re nimble and able to make changes and really meet the demands of the market very quickly,” he explained. “But our infrastructure is large enough to handle the administration and be able to actually support all the things that go into this.

“We understand that this legislation is going to impact us financially, there will some challenges, and the policy is going to bring some negative consequences for Massachusetts,” he went on. “But with our 20 years of experience focused on dental and our position as one of the fastest-growing companies, we really think we’re well-positioned to navigate this market and the changes and challenges that are going on.”