Class of 2024 Special Coverage

MEET THE 2024 DIFFERENCE MAKERS!

BusinessWest Editor Joseph Bednar interviews with 2024 Difference Makers: Rock 102, Paul Lambert from Springfield Symphony Orchestra, Beth Welty from the Springfield Chamber Players and Shannon Rudder from MLK Family Services.
BusinessWest Editor Joseph Bednar interviews with 2024 Difference Makers: Scott Keiter of Keiter, Linda Dunlavy of Franklin Regional Council of Governments, Matt Bannister of PeoplesBank and Delcie Bean of Paragus Strategic I.T. Special Thanks to GCAI

Thank You to our Partner Sponsors

Thank You to our Supporting Sponsors

Daily News

Myranda Nasworthy

SPRINGFIELD — Garvey Communication Associates Inc. (GCAi) has expanded its digital public-relations capacity by adding Myranda Nasworthy, an experienced video producer. Armed with GCAi’s new G7x vlogging cameras, Nasworthy worked on client videos before she started at the company.

“Myranda’s video-production experience has enabled her to be a quick start on all digital public-relations efforts,” said John Garvey, GCAi’s founder. “Her video and interview skills mean she can effectively work on both sides of the camera.”

Nasworthy will work in GCAi’s new edit suite, including a 2024 Apple Mac Studio. She is also equipped with a 2024 Macbook Pro for remote video editing. She is already working with a new GODOX lighting kit used at GCAi’s 24th-floor studios in Tower Square to produce 10 videos for an award program. Nasworthy shot and worked on all the edits with co-producer Nate Dion. She has also worked with GCAi’s West Coast team to produce 9:16 videos for Reels and TikTok.

A former associate producer of New England Public Media’s Emmy-nominated quiz show, As Schools Match Wits, Nasworthy interviewed celebrities including Keith Lockhart, conductor of the Boston Pops, and Red Sox players Rob Refsnyder and Christian Arroyo.

“I think of video as being PR’s Swiss-army knife, a multi-faceted tool revolutionizing communication,” she said. “Video storytelling has a humanizing effect on corporate communication, evoking empathy and adding emotion. It allows brands to amplify their personality and intentions in a way no other medium can.”

Nasworthy is a summa cum laude graduate of Westfield State University, where she earned a bachelor’s degree in communication with a concentration in media arts & analysis. GCAi currently employs one other graduate of Westfield State’s communication program and has successfully employed others. “Westfield State’s communication program is a wellspring of talent for us,” Garvey said. “We are delighted they are located in the area.”

Nasworthy’s skill set includes operating Sony, Canon, Panasonic, and Nikon filming equipment and studio, control-room, and field equipment. She also is experienced in working with Adobe Premiere Pro, Lightroom, Dreamweaver, and Final Cut Pro.

Daily News

SPRINGFIELD — The World Affairs Council of Western Massachusetts will present an Instant Issues lunchtime discussion event featuring Jeevan Ramapriya, executive director of the Massachusetts Office of International Trade and Investment (MOITI), on Monday, April 29 at noon in the ninth-floor gallery of 1350 Main St. in downtown Springfield.

Ramapriya became executive director of MOITI last July. He was previously a managing director in State Street Global Service’s regulatory, industry, and government-affairs department, where he was responsible for state government relations and public-policy-related activities and provided support for similar efforts in the U.S. Congress, as well as Canada, Europe, the Middle East, Africa, and Asia-Pacific.

Prior to joining State Street, Ramapriya was the deputy chief of staff to former Massachusetts state Sen. Steve Baddour, overseeing the senator’s political operation and policy matters involving transportation, economic development, and public safety. Before entering public service, he worked as a technology and management consultant with Accenture, where he assisted in implementing customer relationship management solutions for Fortune 500 companies.

The cost is $5 for World Affairs Council members without lunch provided, $20 for members with a lunch, $10 for non-members without a lunch, and $25 for non-members with a lunch. Registration deadline for a lunch provided is Thursday, April 25. To register or for more information, visit wacwestma.org or call (413) 733-0110.

The Instant Issues series is sponsored by M&T Bank, Wilbraham & Monson Academy, and Sir Speedy, with thanks to NAI Plotkin.

Daily News

SPRINGFIELD — United Way of Pioneer Valley is introducing a learning component as part of its OnBoard board-readiness and matching program. Titled “Board Basics,” this learning component will serve as an on-ramp to the popular annual board-matching event held each winter.

The initiative will kick off with “So You Think You Want to Join a Board?” — a three-part series geared toward individuals considering board-level volunteer opportunities. Through a conversational style of presentations by highly experienced nonprofit mentors in Western Mass., attendees will have the opportunity to learn, ask questions, network, and receive resources and tools to help them determine if board service is a good fit.

Part one of “So You Think You Want to Join a Board?” will be facilitated by Shannon Mumblo, president of Shannon Mumblo Consulting Inc., who will review the unique role nonprofits play in the community ecosystem and what potential volunteers should be aware of as board members. This breakfast event will be held on Wednesday, May 8 from 8 to 9:30 a.m. in the TD Bank conference room at 1441 Main St., Springfield.

Part two of “So You Think You Want to Join a Board?” will be held on Wednesday, Aug. 14 from 8 to 9:30 a.m. and will be facilitated by National Federation of Community Broadcasters CEO Rima Dael, who will provide participants with an understanding of board service as it relates to governance, fundraising, and basic financial oversight.

The final event in the series will take place the morning of Wednesday, Oct. 9, and will be led by Sarah Tanner, a partner with Financial Development Agency, who will guide attendees in understanding what questions they need to ask nonprofits in order to determine a fit.

All three of the learning sessions are free and will culminate in the OnBoard matching event on the evening of Thursday, Dec. 12.

Daily News

GREENFIELD — Award-winning authors and musicians, puppetry, circus performances on an outdoor stage, and hours of fun for all ages are among the offerings at Meltdown: the River’s Family Music and Book Bash, which returns for the second year to Hawks & Reed Performing Arts Center and the common in downtown Greenfield on Saturday, April 13 from 10 a.m. to 3 p.m.

Meltdown is free for all to attend and features music from the Rockin’ Puppies, the Deedle Deedle Dees, and Marsha and the Positrons; readings from locally and nationally recognized storytellers like Mk Smith Despres, Molly B. Burnham, Kaliis Smith, and Hannah Moushabeck; crafting workshops by Annaleah Moon Studios; a book fair with the Imaginary Bookshop; and gymnasts from SHOW Circus Studio performing on Court Square all day.

“We’re thrilled to be presenting Meltdown to the community in the heart of downtown Greenfield,” said Stefan Ward-Wheten, Promotions director at Northampton Radio. “Meltdown is a fun day out for families with young children, with music, games, acrobatics, book readings, and even live birds of prey with Tom Ricardi’s Rehabilitation Center.”

Meltdown will take place both inside at Hawks & Reed and outside on Court Square and the Greenfield common. Local food will be available from Mohawk Falafel and Shawarma, Vegan Pizza Land, and Cocina Lupita, with frozen treats by Bart’s Ice Cream and Crooked Stick Pops. Meltdown is presented by WRSI 93.9 the River.

For more information, including a lineup of performers and activities, visit www.rivermeltdown.com or wrsi.com.

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?”

Construction Special Coverage

Building on Momentum

Wonderlyn Murphy (standing, center) with her leadership team at City Enterprise.

Wonderlyn Murphy (standing, center) with her leadership team at City Enterprise.

 

 

To Wonderlyn Murphy, a successful construction project can be defined in different ways. And one of those is how gratifying it is.

Take the new digital marquee sign at the MassMutual Center, which displays upcoming events, weather, and other information. Springfield-based City Enterprise built the structure that holds the digital display in place and ran the electrical work. The stone exterior in that area of the building had to be removed, reconfigured, and reinstalled after significant steel reinforcement was added to the wall structure to support the 40-by-25-foot display.

“That’s a brand-new sign, and it’s a big deal for Springfield and a big deal for us. We wanted that contract because of everything that Springfield is doing,” said Murphy, City Enterprise president, noting other developments happening in the downtown area, like the transformation of the former Court Square Hotel into housing. “To be part of what’s happening in Springfield, for me, is important.”

Another gratifying project is City Enterprise’s work on Martin Luther King Jr. Community Presbyerian Church, which was set ablaze by an arsonist in December 2021.

“We’re currently working on rebuilding that, to make sure that they have services again,” Murphy told BusinessWest. “It’s a very significant project for us, being a local contractor, and that being an African-American church with all its history. It’s an important project for us, very close to home.”

In terms of sheer volume of work, Murphy said, “it’s been challenging finding the right opportunities for us to bid. We have found them — we have an excellent estimating department that fishes out all these opportunities to bid. But it’s slim pickings out there.”

That said, she added, “it’s cyclical. As the summer comes along, we’ll find more opportunities that fit within our wheelhouse.”

City Enterprise has been involved in an array of intriguing projects, though, from laboratory renovations at UMass Lowell and two projects at UMass Amherst’s Mullins Center — an HVAC system overhaul and chiller replacement — to work at the Moakley federal courthouse in Boston and a complete rebuild of a security entryway for the Air National Guard at Westfield-Barnes Regional Airport.

J.L. Raymaakers & Sons has been busy on a project at Gardner Municipal Airport.

J.L. Raymaakers & Sons has been busy on a project at Gardner Municipal Airport.

“That’s a very significant project,” Murphy said of the latter. “We’ll take on any type of challenge.”

Dan Jodice has a similar take on being involved in a variety of projects. As a co-owner of PDS Engineering & Construction in Bloomfield, Conn., he’s seen the 60-year-old firm specialize in a widening list of sectors, including automotive, aviation, education, healthcare, retail, public safety, and more.

“Self-storage facilities are popular now, and car washes and car dealerships have been very popular with our clients over the past three years,” he said. “We can also do schools; we’re renovating a $40 million school in Hartford right now. Usually we do one school at a time, so we’ll do a school job, and when that ends, we’ll start on another one. We’ve also done a handful of churches over the years, and aerospace and aviation are pretty popular.

“We probably could be busier, but we’re happier with what we have now,” Jodice went on. “I’d say 60% of our work is repeat clients, and the other 40% is just getting out there and finding every lead possible.”

 

Challenge and Opportunity

John Raymaakers Jr. and Josh Raymaakers, directors at J.L. Raymaakers & Sons in Westfield, are plenty optimistic about how business is going, noting that all this year’s projects had been booked by last June.

The firm specializes in excavation, site work, and construction projects of all kinds, including airport runways and taxiways, pump stations, and, most recently, the foundation technique known as sheet shoring. Recent jobs include multiple bridge projects, Gardner Municipal Airport, a pump station in Great Barrington, and a Dunkin’ Donuts in Easthampton. “I’d say it’s a good mix right now,” Josh said.

“These are jobs funded through federal money and have been trickling into our local economy, which is helping us out and giving work for our employees.”

That said, they’ve dealt — like every other firm — with the key challenges of the past several years in construction: higher costs, supply-chain delays, and workforce shortages.

“They’ve been challenges, every one of them,” Josh said. “The pump stations require a lot of electrical components, and those have been an issue.”

Jodice agreed. “The biggest supply-chain issue is for electrical switchgear. If you order that now, it seems like it’s a year out, for some reason. Since COVID, that has not rebounded at all. Everything else is back to normal. Prices aren’t the same — I wish the prices were lower — but the supply chain is better. Ordering a metal building during COVID took six months. Today, it’s three months or faster.”

As for workforce, “we do pretty well,” Josh Raymaakers Jr. said. “Obviously, we would like more, but it’s a difficult challenge to find good people who have experience in our field.”

John recognizes the challenges across the industry as retirees are outpacing new blood, but as someone who grew up around the family business, he said construction is a stable and satisfying career — for those willing to put in the work.

entryway for the Air National Guard in Westfield

One current job at City Enterprise is rebuilding a security entryway for the Air National Guard in Westfield.

“You can’t be scared to get your hands dirty at first. The problem is, everyone wants to start at the top. But you have to work in the field and get your hands dirty. You have to learn. That’s what our parents made us do,” he explained. “That knowledge from being in the field is crucial, and that’s the hardest thing we’ve got to teach people. We have a project manager and bidder who started as a laborer, then became an operator, then a foreman, and now he’s a project manager. And his experience has been crucial for us.”

Challenges aside, “we’re very busy, and it doesn’t look like it’s slowing down, even with the private-sector work,” John continued, noting that about 75% of Raymaakers jobs are public, and 25% private.”

A great deal of the public work is being driven by a recognition that much infrastructure in Massachusetts is in need of repair, and federal money has been flowing in to help address those needs.

“Those are good opportunities,” he told BusinessWest. “These are jobs funded through federal money and have been trickling into our local economy, which is helping us out and giving work for our employees.”

Jodice said PDS doesn’t do as much public bidding as it does private, bidding maybe six public-sector jobs a year. “We try to stay busy in the private market. Public, you’re bidding against 10 to 15 GCs, and private, it’s maybe five, so there’s a better chance you get the project. And if it’s private, you can land a job more by building on a relationship with the owner and having them select you rather than the low number getting the bid.”

PDS got started six decades ago erecting pre-engineered steel buildings, and still does that work today, along with a much wider variety of projects ranging from commercial and industrial buildings to small fit-outs and large college projects — typically about $60 million worth of work each year across Connecticut, Western Mass., and Rhode Island. It also touts its expertise in the design-build realm.

“The convenient thing is we do our own design in-house; we can design and build rather than have the client go to an architect and have several different parties involved. The process is quicker because we’re doing everything here.”

 

From the Ground Up

Several years ago, J.L. Raymaakers & Sons launched a second business called ROAR (Raymaakers Onsite Aggregate Recycling), through which it collected and resold the dirt it dug up from construction jobs. That enterprise, which then expanded into bark mulch, processed gravel, and all kinds of rock, now employs four people full-time.

Because both businesses have been growing, the family bought land on Progress Avenue in Westfield and is building a new, 4,000-square-foot office space, which will be followed next year by a 7,000-square-foot maintenance garage. That property will be the new home of J.L. Raymaakers & Sons, while the current headquarters on East Mountain Road will exclusively house the ROAR operation.

“ROAR started strong, and it complements our other company,” John Raymaakers Jr. said. “We’re able to take the topsoil materials off of our jobs and then recycle them and sell them. That’s been a huge aspect of our business.”

City Enterprise has seen growth over the years as well, and now touts “the best team in the industry,” Murphy said.

“I have core values here, and I have people working with me that are really aligned with those,” she added. “Each department has their expertise, and we have a vision, and we’re working to get things done.”

Special Coverage Wealth Management

Living the Dream

By Barbara Trombley, CPA

Do you dream of retiring early? Do you picture yourself in sunny Florida at your vacation home during the winter and heading back to temperate New England for the summer? Playing golf, lying on the beach, enjoying grandchildren, and not adhering to a corporate work schedule — this is the dream of many, but is it a financial possibility? What are the pitfalls of an early retirement, and what can you do now to achieve your dream?

At the heart of the dream is financial independence. This means not relying on employment to fund your current lifestyle. Retiring in your 50s or at age 60 means that you cannot draw Social Security, and you need to figure out a healthcare plan. Many people today do not have access to pensions like the generation before us. So that means investing early and wisely is paramount to building the wealth needed to achieve your retirement dreams. Also, if you retire before age 59½, you need an investment account outside of your retirement plan to avoid a 10% penalty on withdrawals.

The most logical place to look for investments is your work retirement plan. Are you fully funding each year? At age 50, an employee can contribute $30,500 in 2024. That includes the catch-up contribution of $7,500. This may be the easiest place to invest as your funds are automatically withdrawn from your paycheck.

After your retirement plan, you can and should have a brokerage account or investment account with a financial advisor. These accounts come with many names, like individual, joint, non-qualified, etc., and send you a 1099 each year for your taxes. Many people are not aware of how easy it is to invest outside of your work plan. Investing in a well-managed portfolio, over time, will greatly increase your wealth.

“Many people today do not have access to pensions like the generation before us. So that means investing early and wisely is paramount to building the wealth needed to achieve your retirement dreams.”

Having a plan to withdraw from your portfolio is integral to a successful early retirement. Life expectancy is increasing, and inflation and market volatility may always impact your financial life. The old myth of withdrawing 4% of your portfolio and having it last for your lifetime may not work if you begin the withdrawals in your 50s.

Using a conservative rate of withdrawal and adjusting it for market volatility would be prudent. This means that a large nest egg may be needed to achieve your dream. Also, you may consider a type of insurance product called an annuity. At its core, an annuity provides a series of payments for a premium that you pay. There are many different types of annuities, so do your homework and understand the risks. Annuities can be valuable for providing a lifetime income stream that you may need to fund retirement.

When to start Social Security may be one of the most important decisions that a retiree can make. Yes, it adds a stream of income that will take the stress off retirement withdrawals, but taking it too early can be detrimental to a financially sound retirement. Social Security benefits are available at age 62, but they are reduced by approximately 32% of the full retirement-age benefit amount. Conversely, every year that a retiree waits after age 67, retirement benefits are increased 8% per year. Social Security planning should be approached with great care.

Perhaps the biggest challenge to an early retirement is finding a healthcare plan. Medicare does not begin until age 65. What do you do before then? Many early retirees go to the Health Insurance Marketplace, also known as the Affordable Care Act (ACA) marketplace. You can compare plans and see if you qualify for subsidies based on your income. Your income is what is shown on your tax return, so having an investment account outside of your work retirement plan can be advantageous when withdrawing living expenses in early retirement.

Other options could be COBRA from your last employer, or perhaps your spouse still works and has access to a policy. A last, and expensive, option would be to pay for private insurance. Many of my clients find the cost of private insurance to be prohibitive, and that is the reason many wait until age 65 to retire.

Tax planning can also play an important role in an early retirement. Investments can have many different tax structures. Traditional 401(k) plans, SIMPLE plans, and IRAs are all fully taxable when withdrawn after age 59½. Roth 401(k)s and Roth IRAs are not taxed upon withdrawal. Non-qualified investment accounts or brokerage accounts have a variety of tax implications, including dividends, interest, and capital gains. Structuring the withdrawals from your different accounts can play a very large role in planning for retirement and may save a lot of money if done properly.

Lastly, the word ‘retirement’ means many things to many people. For some people, it means not working at all, which requires a plan for fully funding your living expenses. For others, it means leaving your full-time, stressful career and taking on a part-time ‘fun’ job or a different career altogether, which would help pay the bills until Social Security full retirement age. Working with an experienced financial planner and not making this decision to retire early on your own is always recommended.

 

Barbara Trombley is a financial planner with Wilbraham-based Trombley Associates. Securities offered through LPL Financial. Member FINRA/SIPC. Advisory services offered through Trombley Associates, a registered investment advisor and separate entity from LPL Financial. Asset allocation does not ensure a profit or protect against a loss. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal, or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

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.”