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Employer Confidence Closes 2017 at 18-year High

BOSTON — Surging optimism about the state and national economies left Massachusetts employers with their highest level of confidence in 18 years as 2017 drew to a close. The Associated Industries of Massachusetts (AIM) Business Confidence Index rose one point to 63.6 during December, its highest level since November 2000. The BCI gained 3.2 points during a year in which employer confidence levels remained comfortably within the optimistic range. Every element of the overall index increased during 2017 except for the Employment Index, which dropped a half-point. Analysts believe low unemployment and demographic shifts are impeding the ability of employers to find the workers they need. “Massachusetts employers maintained a uniformly positive outlook throughout 2017, and passage of the federal tax bill only added to that optimism,” said Raymond Torto, chair of AIM’s Board of Economic Advisors (BEA) and lecturer at Harvard Graduate School of Design. “At the same time, the 12-month decline in the Employment Index reminds us that the persistent shortage of skilled workers has reached an inflection point for the Massachusetts economy. Massachusetts companies have postponed expansions, declined to bid for contracts, or outsourced work because they simply can’t find people.” The AIM Index, based on a survey of Massachusetts employers, has appeared monthly since July 1991. It is calculated on a 100-point scale, with 50 as neutral; a reading above 50 is positive, while below 50 is negative. The Index reached its historic high of 68.5 on two occasions in 1997-98, and its all-time low of 33.3 in February 2009. It has remained above 50 since October 2013. The constituent indicators that make up the overall Business Confidence Index were mostly higher during December. The Massachusetts Index, assessing business conditions within the Commonwealth, surged 2.4 points to 67.6, leaving it 5.8 points better than a year earlier. The U.S. Index of national business conditions continued a yearlong rally by gaining two points to 64.2. December marked the 94th consecutive month in which employers have been more optimistic about the Massachusetts economy than the national economy. The Current Index, which assesses overall business conditions at the time of the survey, decreased 0.7 points to 62.7, while the Future Index, measuring expectations for six months out, rose 2.7 points to 64.5. The Current Index gained 3.6 points and the Future Index 2.8 points during 2017. The Company Index, reflecting employer views of their own operations and prospects, declined 0.2 points to 62.1. The Employment Index rose slightly to 56.7, but still ended the year 0.5 points below the 57.2 posted in December 2016. Manufacturing companies (64.3) continued to be more optimistic than non-manufacturers (62.6). Another unusual result was that employers in Western Mass. (64.6) posted higher confidence readings than those in Eastern Mass. (62.7).

UMass Team Reports Gambling Research to Gaming Commission

AMHERST — Results of a baseline study on gambling behavior in Massachusetts that establishes how people participated — or not — in gambling prior to the opening of any casinos were reported this week to the Massachusetts Gaming Commission (MGC) by epidemiologist Rachel Volberg and colleagues at UMass Amherst’s School of Public Health and Health Sciences. It is the first major cohort study of adult gambling to be carried out in the U.S. Volberg and colleagues were selected by the MGC in 2013 to conduct a first-of-its-kind, comprehensive, multi-year study on the economic and social impacts of introducing casino gambling in the state. The Social and Economic Impacts of Gambling in Massachusetts (SEIGMA) team is examining an array of social and economic effects. As part of MGC’s research agenda, the results are from the separate Massachusetts Gambling Impact Cohort study of factors critical to developing strategic and data-driven problem-gambling services. Cohort studies survey the same individuals over time and provide information on how gambling and problem gambling develops and progresses, and how individuals may experience remission. “This has significant value as it can highlight risk and protective factors important in developing effective prevention, intervention, treatment, and recovery-support services,” Volberg noted. Before beginning this research, she predicted the state’s sweeping research initiative would change the intellectual landscape and knowledge base about gambling, and she said the results released this week support that view. “This tells us new things, but it is nuanced. Based on this new study, researchers will think about gambling behavior in new ways.” One interesting finding is “the apparent ease with which people move in and out of problem-gambling status within a given year,” the lead author pointed out. “It’s pretty clear that people phase in and out of the problem gambling group. This movement is different than the way problem gambling has been characterized in the past. Until recently, the general orientation has been that disordered gambling is an unremitting chronic condition.” According to the report, only 49.4% of individuals who were problem or pathological gamblers in wave 1 were in this same category in wave 2, with sizeable numbers transitioning into at-risk gambling and recreational gambling categories. At-risk gamblers were the most unstable members of the cohort, with only 37.5% being in the same category in both waves. Most of them transitioned to recreational gambling, but a significant minority transitioned to become problem or pathological gamblers, the researchers reported. Added Volberg, “we’ve seen this movement in studies done in other jurisdictions, but this will be news to some researchers who are used to thinking of problem gambling as a progressive and chronic disorder.” An important aspect of all physical and mental disorders is incidence, she noted. That is the proportion of a population that newly develops a condition over a specified period of time. The study found problem gambling incidence in Massachusetts, at 2.4%, to be high compared to studies elsewhere. The authors pointed out, however, that those other studies have different ‘gambling landscapes,’ used different measures of problem gambling, and had shorter follow-up periods. The report noted that the cause of the high incidence rate is unclear given that there was no significant change in the actual availability of legal gambling opportunities in Massachusetts during this time period. In addition to Volberg and colleagues at UMass Amherst, co-investigator Robert Williams of the University of Lethbridge, Alberta, Canada, provided oversight of study design and implementation as well as help with data analysis and reporting.

Springfield Central Cultural District Receives $25,000 Grant

SPRINGFIELD — Morgan Drewniany, executive director of the Springfield Central Cultural District (SCCD), announced the receipt of a $25,000 Beveridge Family Foundation grant to help the organization create an artist database, as well as increase internal capacity. Part of the grant from the Beveridge Foundation will be utilized to hire the UMass Arts Extension Service, a nationally renowned thought leader in the arts field, to help create a grassroots network of artists. This network will increase the economic growth of the creative-economy sector in Springfield by connecting artists to paid opportunities, as well as making it easier for local businesses, nonprofits, and individuals to find an artist of a specific discipline. The mission of the Beveridge Family Foundation is to preserve and enhance the quality of life by embracing and perpetuating Frank Stanley Beveridge’s philanthropic vision, through grant-making incentives in support of programs in youth development, health, education, religion, art, and environment, primarily in Hampden and Hampshire counties. The Springfield Central Cultural District encompasses an area of the metro center of Springfield, and is membership-based, involving many of the downtown arts institutions. Its mission is to create and sustain a vibrant cultural environment in Springfield.

Columbia Gas of Massachusetts Offers Winter Safety Tips

WESTBOROUGH — As winter continues to have a frigid grip on New England, Columbia Gas of Massachusetts is reminding customers of important safety tips during snowy and icy conditions. To be safe and avoid hazards, customers should:

• Keep natural-gas meters clear of snow and ice to ensure they are visible and accessible at all times for maintenance by Columbia Gas. Keeping natural-gas meters clear also ensures proper venting;

• Remove snow from the meter with hands or a broom. Never use a shovel or kick or hit the meter to break away snow or ice. If the meter is encased in ice, contact Columbia Gas for assistance at (800) 688-6160;

• Keep fresh air and exhaust vents for natural-gas appliances free of snow, ice, and debris to prevent equipment malfunction;

• Use caution when removing snow from flat rooftops, especially on commercial and industrial buildings, as there may be heating and cooling equipment and electric or fuel lines that may not be visible under the snow;

• Make sure all appliances and heating equipment are inspected and operating properly;

• Never use cook tops, ovens, or outdoor grills as a source of heat;

• Check your carbon-monoxide detectors and smoke detectors to ensure they operate properly; and

• As always, if you smell natural gas at any time, leave the area and call 911 or Columbia Gas at (800) 525-8222.

“The safety and comfort of our customers is a high priority,” said Steve Bryant, president of Columbia Gas of Massachusetts. “We ask, during these winter months when temperatures are well below freezing, that you check on your families and neighbors, particularly those that are elderly or need special attention.”

Company Notebook Departments

Hazen Paper Co. Honored with Holography Award

HOLYOKE — Hazen Paper Co. was recognized with an Excellence in Holography Award from the International Hologram Manufacturers Assoc. (IHMA) at its annual conference in Barcelona, Spain. The annual awards recognize outstanding achievement in pioneering innovative holographic products or techniques, as well as the best use of holography in commercial applications. Singled out from a record number of entries, Hazen was awarded Best Applied Decorative Packaging Product for its own promotional 2017 calendar and supporting brochure. The six-panel brochure and related poster/calendar each highlight different capabilities and product characteristics, though they both feature a dramatic image of a woman dressed in a gown of gold satin, who appears radiant and three-dimensional, thanks to custom Hazen Holography. According to the IHMA, the two are “a beautiful display of holographic art with many technical features.” The brochure, which showcases more than 50 holograms to inspire design and packaging innovators, was constructed of holographic film laminated to both sides of a paperboard cover stock. The film acts as a hinge at the folds and seals the stock, resulting in enhanced lay-flat properties and durability. Holography on the front is registered to print as well as to the holography on the back, without re-combine lines. The poster/calendar demonstrates Hazen’s large-format holographic capability and compatibility with green objectives, digitally printed on transfer-metallized Hazen Envirofoil, an environmentally friendly product that uses less than 1% of the aluminum of traditional foil laminate, none of the film, and is recyclable as paper. Film-free Envirofoil’s ultra-thin metallized layer also delivers exceptional lay-flat results on this oversized piece. The IHMA, a nonprofit organization registered in the United Kingdom, promotes the cooperation of over 100 of the world’s foremost holographic companies to maintain the highest professional, security, and quality standards in support of its customers. In 2016, the IHMA presented Hazen President John Hazen with the Brian Monaghan Award for Business Innovation. Hazen Paper has been a member of the IHMA since 2005.

Northampton Branch of Family Legacy Partners Announces Name Change

NORTHAMPTON — The Northampton branch of Family Legacy Partners, led by Karen Curran and Molly Keegan, announced a company name change to Curran and Keegan Financial. The company’s office remains in Northampton. This name change allows the company to better reflect a personal promise to help guide clients’ financial futures. Karen Curran and Molly Keegan offer a combined 22 years of service as independent financial advisors, sponsor numerous community events, and serve on several local boards. Keegan is chair of the Hadley Select Board, and Curran sits on the boards of Safe Passage and Cooley Dickinson Hospital. Additionally, the company is beginning its fourth year by adding a new client-services associate, Kori Ferris. Ferris has 12 years of experience in higher education, and she most recently led the Office of Financial Aid at Weill Cornell Medicine. A resident of Greenfield, she joins the company with a focus on helping clients and advisors during the financial-planning and investment process.

Berkshire Hills Touts Employee, Community Investments

PITTSFIELD — Berkshire Hills Bancorp Inc., the parent of Berkshire Bank, announced additional investments in its employees and communities following the recent passage of federal tax reform legislation. These investments include:

• Raising Berkshire’s minimum wage to $15 per hour;

• Providing a one-time bonus of $1,000 to more than 1,000 employees. This grant benefits all full-time employees below a certain compensation threshold, covering more than 70% of the bank’s workforce, and augments the $500 holiday bonus these colleagues received in the fourth quarter;

• Enhancing Berkshire’s investment in employee development and training programs to benefit employees and bolster the bank’s current offering at AMEBU – American’s Most Exciting Bank University; and

• Contributing $2 million to the Berkshire Bank Foundation, which supports charitable organizations, scholarships, and volunteerism across Berkshire’s local communities. This will bolster the foundation’s endowment and allow for increased local giving. Last year, it provided over $2 million to our local communities, complementing the employee volunteer program, which helps employees contribute more than 40,000 hours of volunteer service each year.

Country Bank Donates to Local Food Pantries

WARE — Community outreach has been a part of Country Bank’s mission since its inception in 1850. During this season of giving, the bank is supporting organizations whose missions are similar, helping friends and neighbors in area communities. In addition to the bank’s annual donation of $28,000 to its local food pantries, Country Bank recently made an additional $10,000 donation to both the Food Bank of Western Massachusetts and the Worcester County Food Bank to help those in need. “With the spirit of the holiday season in mind, the greater need for food and shelter this time of year is critical. These donations were made on behalf of the banks’ employees, corporators, and trustees” said Paul Scully, Country Bank president and CEO.

TommyCar Auto Group Gives Back to Local Veterans

NORTHAMPTON — Carla Cosenzi, president of TommyCar Auto Group, recently presented Jack Collins, director of the Northampton Veteran Affairs Medical Center, with a check for $1,480. All three of the TommyCar Auto stores, Northampton Volkswagen, Country Nissan, and Country Hyundai, held the same promotion throughout the entire month of November. For every car sold, each dealership would donate $10 to the Northampton Veteran Affairs Medical Center. The stores were able to raise a total of $1,480. “Our veterans have dedicated and sacrificed their lives to protect and keep our country safe. As a business owner, it’s my obligation to give back to our veterans when our veterans give so much,” Cosenzi said. The Northampton Veterans Affairs Medical Center provides primary, specialty, and mental-health care to 120,000 men and women. The money donated will assist in several services and healthcare programs available for veterans.

Beetle Press Celebrates 20th Anniversary This Year

EASTHAMPTON — Janice Beetle, principal of Beetle Press, a public-relations and communications firm, recently announced she will celebrate 20 years in business in 2018. Beetle established the business in 1998 after working as a journalist for 15 years, first as a beat reporter for the Springfield Republican and then as a writer and editor at the Daily Hampshire Gazette. That training has helped her assist clients in connecting with the media via press releases. Beetle works with a diverse range of clients from the nonprofit and private sectors. She writes for and edits print pieces such as magazines and annual reports; creates editorial calendars that include print and online media channels; and supports digital-marketing efforts for clients, writing blogs, e-newsletters, and website content. In 2013, she introduced book development to her roster of services, and has since helped launch many authors’ publications. To mark the 20th anniversary for the business, Alison Winkler, a graphic designer native to Northampton who now lives in Brooklyn, N.Y., adapted the original Beetle Press logo design by Lisa Stowe of Florence, creating an anniversary version. For a number of years, Beetle promoted her business as a one-stop shop, offering writing, editing and graphic-design services. Today, she has returned to her roots, focusing on writing, editing and PR services. When clients need more comprehensive services, she partners with colleagues Ruth Griggs, a marketing strategist, and Maureen Scanlon, a graphic designer, in a collaborative called the Creative. Beetle holds a bachelor’s degree in English from Westfield State College. Since 2003, she has mentored dozens of interns from Westfield State and UMass Amherst. She now employs four former interns on a freelance basis: Shelby Ashline, a graduate of UMass; Shannon Grossman and Ashley Pond, graduates of Westfield State; and David Kennedy, a current Westfield State student. Clients of Beetle Press include Westfield State University, Glenmeadow, Florence Bank, Clarke Schools for Hearing and Speech, Sports Travel and Tours, and the Eric Carle Museum of Picture Book Art.

Brattleboro Retreat’s Psychology Internship Program Accredited

BRATTLEBORO, Vt. — The Brattleboro Retreat announced that its psychology internship program has been awarded a full seven-year accreditation from the American Psychological Assoc. (APA) Commission on Accreditation (CoA). APA-CoA is recognized by both the secretary of the U.S. Department of Education and the Council for Higher Education Accreditation as the national accrediting authority for professional education and training in psychology. The Retreat launched its psychology internship program in 2011. Since then, 14 individuals have completed the year-long commitment, working 40 hours per week in various programs, including the Retreat’s uniformed service program, Birches Treatment Center, and pain management program as part of their doctoral training in professional psychology. The rigorous process of achieving APA accreditation required the Retreat to submit a detailed self-study designed to assess the internship program’s ability to meet APA accreditation requirements and also to gauge the Retreat’s overall ability to support a quality training environment. Following approval of the self-study, APA-selected site visitors conducted a two-day survey in late 2017 that included meetings with hospital administrators, faculty, and students. An accreditation determination was then made following an extensive APA committee review of all documents and findings.

Departments People on the Move
Michelle Chase

Michelle Chase

United Bank announced the hiring of Michelle Chase, a local banker with 16 years of banking and financial experience throughout Western Mass. and North Central Conn., as its new vice president/branch manager of the Ludlow branch at 528 Center St. Chase brings extensive banking experience and financial expertise to United Bank, holding key roles throughout her career in commercial lending, consumer lending, operations, loan servicing, and retail banking. Most recently, Chase spent more than six years with PeoplesBank, where she managed its Westfield branch and led a team that turned it into one of the bank’s top-producing banking offices. Prior to PeoplesBank, Chase was a small-business lender with the Western Massachusetts Enterprise Fund from 2008 to 2011 and a Loan Operations manager with New England Bank, formerly Enfield Savings Bank. Her 16-year career in banking started in 2001 as a lending specialist with Southbridge Savings Bank. Chase earned a bachelor’s degree from the Massachusetts College of Liberal Arts and went on to receive an MBA from Bay Path University. She also studied at the Center for Financial Training. Her reputation in the banking industry spans beyond her professional and educational successes. In addition to winning internal company awards, Chase was selected to BusinessWest’s 40 Under Forty class of 2017, which recognizes young civic leaders in Western Mass. She also received the Young Professional Society’s (YPS) Excellence in Leadership Award in 2014 for excellence in leadership skills and initiative and for her mentorship of other YPS members.

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Jennifer Plassmann

Jennifer Plassmann

North Brookfield Savings Bank (NBSB) announced the recent promotion of Jennifer Plassmann to the role of branch manager at the 1051 Thorndike St. branch in Palmer. In her new role, she will supervise and oversee all aspect of banking within the Palmer branch, including managing the teller line, scheduling, opening accounts, taking loan applications, and assisting customers with their banking needs. “Jennifer’s promotion is very well-deserved. She has proven herself to be a very valuable asset to the community and customers of Palmer, to the staff at her branch, and to the entire team at North Brookfield Savings Bank,” said Donna Boulanger, NBSB President and CEO. “We are confident she will continue to deliver many great benefits by sharing her experience, product knowledge, excellent customer-service skills, and her dedication to the community.” Plassmann most recently served as assistant branch manager and acting branch manager at North Brookfield Savings Bank’s Palmer location, where she excelled at being a leader for the branch staff and providing customers with exceptional care and attention, Boulanger said. In addition, she is a strong community supporter, often volunteering her time and efforts for various local community events, including but not limited to the Palmer 300th Anniversary Parade, the Palmer Historical and Cultural Center Tree and Wreath Festival, the Ware Flair Parade, the West Brookfield Asparagus Festival, and annual financial-aid nights at local high schools. “I am so pleased to continue my banking career with North Brookfield Savings Bank and within the community of Palmer,” Plassmann said. “I know and appreciate this neighborhood and all of the wonderful people and businesses who call this home. I am very excited to develop my existing relationships, expand to make some new relationships, and to increase my community involvement.”

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John Gannon

John Gannon

Skoler, Abbott & Presser, P.C. announced that attorney John Gannon was named a partner in the firm on Jan. 1. Gannon, who has been with the firm since 2011, focuses his practice on employment litigation, workplace-safety laws and OSHA compliance, enforcing non-competition and confidentiality agreements, and wage-and-hour compliance. He also provides day-to-day advice to businesses with questions about workplace-related issues. “We are thrilled that John has accepted partnership in the firm,” said attorney Marylou Fabbo, a partner at Skoler Abbott. “John has demonstrated the expertise and leadership necessary to provide our clients with the best possible legal service, whether that means taking a case to trial or helping businesses protect their rights and assets.” Gannon is a frequent speaker on employment-related legal topics for a wide variety of associations and organizations, and was selected by BusinessWest as a 40 Under Forty honoree in 2016. He is a member of the Massachusetts, Hampden County, Connecticut, and American bar associations. He also sits on the board of directors for Riverside Industries, a not-for-profit human-services agency that serves people with perceived limitations and disabilities, and Educational Resources for Children, an Enfield nonprofit that provides out-of-school-time programs for children. “I am excited to enter this next phase in my career, and am honored to be a partner in one of the leading labor and employment law firms in the country,” Gannon said. “I look forward to helping the firm further expand its expertise on behalf of our current and future clients, and I’m privileged to be a contributing member to the Pioneer Valley business community for the foreseeable future.”

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Susan Hillis

Susan Hillis

Susan Hillis has been promoted from treatment director to vice president of Clinical Services at AdCare Hospital. “Ms. Hillis has been a vital component of the clinical team at AdCare Hospital for many years,” said Patrice Muchowski, senior vice president of Clinical Services. “As vice president of Clinical Services, Ms. Hillis will be able to redesign existing treatment programming and develop new modalities to ensure that AdCare remains a leader in substance-use treatment.” A licensed independent clinical social worker, Hillis has served as treatment director since 2006. Prior positions include director of Rehabilitation Services at AdCare Hospital and director of AdCare Outpatient Services offices in Worcester and Boston. She received the 2015 Massachusetts Assoc. of Alcohol and Drug Abuse Counselors’ Robert Logue President’s Award for her long-standing support of membership and her dedication to substance-use treatment, recovery, and professional credentialing in Massachusetts. A former board member and chair of the Massachusetts Professional Recovery System, she currently oversees clinical practicums for students in the Addiction Counselor Education program at AdCare, and provides clinical supervision for students in MSW programs at a number of schools. Hillis presents frequently on substance-use related topics such as “Addiction 101,” “Co-occurring Disorders,” “Motivational Interviewing,” and “Designer Drugs” to community, school, and professional organizations locally, regionally, and nationally. She holds a master’s degree in social work from Boston College and an undergraduate degree in music therapy from Anna Maria College in Paxton.

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Kailee Wilson

Kailee Wilson

Robinson Donovan, P.C. promoted former law clerk Kailee Wilson to the role of associate attorney following her admission to both the Massachusetts and Connecticut bars. Wilson is a 2017 graduate of the University of Connecticut School of Law. While attending law school, she also interned with the school’s Tax Clinic, gaining skills and insights that have proven invaluable to her current business practice. In addition, she is now a member of the Massachusetts Bar Assoc., the Hampden County Bar Assoc., and the Connecticut Bar Assoc. “Kailee had a very successful year at Robinson Donovan, P.C., and we are thrilled that she is expanding her role at our firm,” said Partner James Martin. “Kailee has been a real asset to our firm, and we look forward to her having a successful career here.” Wilson assists clients in the areas of business and corporate counseling, commercial real estate, and estate planning. Outside of work, she channels her passion for advocacy into her role as a volunteer coach with the Special Olympics and in the Alumni in Admissions program for her alma mater, Bates College.

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Tara Brewster

Tara Brewster

Greenfield Savings Bank promoted Tara Brewster to vice president of Business Development. Her position includes developing long-term strategies for business development and outreach to perspective customers, including small businesses and individuals for lending and account services. She joined GSB as a Business Development specialist in late 2016. “Tara’s efforts to expand the bank’s portfolio of small-business customers and individuals have been very successful,” said John Howland, president and CEO of Greenfield Savings Bank. “Her more than 20 years of experience in small-business management has given her great insight into the needs of local businesses.” In addition to her duties at the bank, Brewster is active in volunteering on the committees and boards of a wide range of community organizations, including Northampton Chamber of Commerce board of directors, Hampshire Regional YMCA board, Franklin Hampshire Regional Employment Board, Downtown Northampton Assoc. board, Northampton Redevelopment Authority committee, North Star Self Directed Learning for Teens development committee, Community Health Center of Franklin County marketing committee, as a Northampton Chamber of Commerce ambassador, and as chair of the Pedalmotion for Locomotion Look Park fund-raising event. Before joining the Bank, Brewster worked for independent small businesses and multi-million-dollar companies, including seven years as owner of Jackson & Connor in downtown Northampton and in a wide range of management positions including manager, promotions director, buyer, regional sales manager, and East Coast account executive. She is a graduate of Smith College.

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Theresa Curry has been named executive director of Planned Giving at UMass Amherst. Curry, an attorney, has extensive experience in business and organizational development, nonprofit giving, and gift administration. “We are delighted that Theresa Curry will be joining UMass Amherst’s development team,” said Vice Chancellor of Development and Alumni Relations Mike Leto. “She brings deep expertise in estate planning to this role, as well as her considerable impact and success in fund-raising for higher education.” Curry comes to UMass Amherst from the University of New Hampshire Foundation, where she held several senior management positions in gift planning since 2012. Most recently, she served as assistant vice president for Gift Planning and Administration at UNH. She established UNH’s gift-planning program and played a major role in its recent $275 million fund-raising campaign. Previously, Curry established gift-planning programs as regional director of Philanthropy at the ALS Assoc. and as the capital campaign manager for Merrimack College. She has worked as an employee, consultant, volunteer, and lawyer in gift planning since 1998. She holds a juris doctor degree from the William Mitchell College of Law in Saint Paul, Minn., and a bachelor’s degree in mathematics from the University of Minnesota. She is also a triathlete and distance runner.

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Packaging prepress provider CSW Inc. announced a strategic re-shaping of company leadership. Longtime company President Laura Wright has transitioned to a new role as CEO. “My grandfather founded CSW in 1937, and I’m proud to continue moving us forward,” she said. “Although I will continue to actively manage all aspects of the company, I decided to share the day-to-day decision making with someone I trust. This lets me address long-term strategies for company growth.” That trusted advisor is new company President Scott Ellison, formerly CSW’s vice president of Sales. Ellison brings more than 15 years of executive leadership experience, including five years in the packaging industry, to CSW. He will manage sales, marketing, customer service, operations, IT, and R&D. According to Wright, “Scott comes to us with new ideas developed from both inside and outside our industry, and has already identified and pursued new growth opportunities for CSW.” Rounding out the organizational shift is former director of Graphics Marek Skrzynski’s new position as technical director. CSW has a long-standing reputation for producing creative solutions to package printing challenges, Wright said. Ellison noted that “Marek has been instrumental to the development of innovations such as WhiteFX ink transfer, X-Color EG separations, and 3D visualization services. This new role allows him to focus on expanding new initiatives such as Web2Plate, an automated prepress workflow for narrow to wide web flexo printers.” Added Wright, “CSW has thrived for over 80 years, thanks to our ability to creatively adapt to our client’s changing needs. These changes are realigning us once again so we can continue to succeed for another 80 — or longer.”

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Springfield College announced that Brooke Hallowell has been named dean of the School of Health Sciences and Rehabilitation Studies. As dean, Hallowell will collaborate with leadership of other divisions and units of Springfield College to participate in strategic planning and implementation activities that further the overall mission of the institution. She will oversee academic areas within her school, including physical and occupational therapy, physician assistant, health science, emergency medical services management, communication disorders, and rehabilitation counseling and disability studies. She will be responsible for assurance of quality of programming in line with student needs, institutional mission, and the requirements of applicable accreditation bodies. According to Provost and Vice President of Academic Affairs Martha Potvin, “Dr. Hallowell will play a pivotal role in working with faculty to advance education across a broad array of health sciences and professions and to extend the college’s impact on global healthcare issues that we face both in our local and regional communities as well as abroad.” Hallowell has held several academic leadership positions and has a global reputation in advancing research and scholarship and fostering successful interdisciplinary initiatives. Most recently, she served as the founding executive director of the Collaborative on Aging and the coordinator of graduate and undergraduate gerontology certificate programs at Ohio University. She also held several other positions at Ohio University, including associate dean for research and sponsored programs in the College of Health and Human Services; director of the School of Hearing, Speech and Language Sciences; and coordinator of Ph.D. programs for the School of Rehabilitation and Communication Sciences. She also served as director of the School of Languages and Linguistics at the University of Northern California. Hallowell received a Ph.D in neuropathologies of language and speech from the University of Iowa, a master’s degree in speech language pathology and audiology from Lamar University, and a bachelor’s degree in cognitive science/psycholinguistics from Brown University. She also studied at the Conservatoire National de France in Paris and Rouen.

Chamber Corners Departments

1BERKSHIRE
www.1berkshire.com
(413) 499-1600

• Jan. 27: BYP Winter Ball, 7-11 p.m., hosted by Country Club of Pittsfield. Let’s take an evening to dress up and enjoy a ball together. It’s an inexpensive way to enjoy an elegant evening with music, heavy hors d’oeuvres, elegance, and an excuse to dress to the nines — and much more — with friends. Cost: $25 for members, $35 for non-members.
• Feb. 27: Entrepreneurial Meetup, 8-10 a.m., hosted by Dottie’s Coffee Lounge, Pittsfield. Join us for networking and share what you’ve been working on in an open-mic format. 1Berkshire’s Entrepreneurial Meetups are free events that gather entrepreneurs together to network, learn, and engage. They provide small-business owners, or people interested in starting a business, opportunities to have casual, organic conversations with peers and resource providers.
• Feb. 28: Good News Business Salute, 4:30-6:30 p.m., hosted by Zion Church, Pittsfield. Come celebrate Jacob’s Pillow, IS183, and more. This event recognizes major milestones, including anniversaries, expansions, and new product lines of Berkshire businesses, and gives us a chance to come together to applaud their efforts. Member cost: $35 for individual, $140 for table of four, $280 for table of eight. Non-member cost: $45 for individual, $180 for table of four, $360 for table of eight.

AMHERST AREA CHAMBER OF COMMERCE
www.amherstarea.com
(413) 253-0700

• Feb. 8: After 5, 5-7 p.m., hosted by Bistro 63, 63 North Pleasant St., Amherst. Sponsored by Greenfield Savings Bank.

GREATER CHICOPEE CHAMBER OF COMMERCE
www.chicopeechamber.org
(413) 594-2101

• Jan. 23: B2B Roundtable, 8-9 a.m., hosted by Polish National Credit Union, 923 Front St., Chicopee. Sponsored by CHH Engraving Inc. An opportunity to connect and increase your contacts, generate leads, and establish relationships with other businesses. Cost: free to chamber members, but limited to one representative per business industry. Call Sarah Williams at (413) 594-2101, ext. 103, for more information or to sign up.
• Jan. 31: ChamberMaster Training, 9-11 a.m., hosted by Hampton Inn Chicopee, 600 Memorial Dr. This is a brief presentation on how to use ChamberMaster for chamber members. This is a great tool for all chamber members for some free advertising. Cost: free to chamber members. Sign up online at chicopeechamber.org/events.
• Feb. 9: Business After Hours, 4:30-6:30 p.m., hosted by Berchmans Hall Rotunda, Elms College, 291 Springfield St., Chicopee. Network with chamber members at this annual event. Meet with students who are learning about the importance of networking and share your insights with them. Hors d’oeuvres, cash bar, and raffle prizes. Cost: $10 for members, $15 for non-members.
• Feb. 15: CEO Power Hour Luncheon with Spiros Hatiras, 11:45 a.m. to 1 p.m., hosted by Collegian Court, 89 Park St., Chicopee. Sponsored by Westfield Bank. Come enjoy lunch and listen as Hatiras talks about his journey as president and CEO of Holyoke Medical Center. Cost: $30 for members, $35 for non-members.
• Feb. 21: February Salute Breakfast, 7:15-9 a.m., hosted by Castle of Knights, 1599 Memorial Dr., Chicopee. Sponsored by Insurance Center of New England. Cost: $23 for members, $28 for non-members, $250 monthly sponsor.

GREATER EASTHAMPTON CHAMBER OF COMMERCE
www.easthamptonchamber.org
(413) 527-9414

• Feb. 8: Networking by Night, 5-7 p.m., hosted by the Boylston Rooms, 122 Pleasant St., Suite #112, Easthampton. Sponsored by Tanya Costigan Events. This is a great networking opportunity and an opportunity to tour the new Boylston Rooms.
• Feb. 27: Strengths-based Leadership, 7:45-10 a.m., hosted by Innovative Business Systems, Mill 180, 180 Pleasant St., Easthampton. In the first of a two-part series, Colleen DelVecchio, a certified CliftonStrengths coach, will lead us into our strongest selves as leaders via our personnel Gallup StrengthFinder assessment and insight reports. For more information, visit www.easthamptonchamber.org or call the chamber office at (413) 527-9414.

GREATER HOLYOKE CHAMBER OF COMMERCE
www.holyokechamber.com
(413) 534-3376

• Jan. 24: Candidate & Elected Officials Reception, 5-7 p.m., hosted by Gary Rome Hyundai, 150 Whiting Farms Road, Holyoke. Sponsored by Dowd Insurance, the Republican, Marcotte Ford, Comcast Business, Holyoke Medical Center, and Ferriter Law. Join the Greater Holyoke business community in congratulating newly elected officials and rubbing elbows with local legislators. Featured keynote speaker: U.S. Rep. Richard Neal. Guest speaker: Spiros Hatiras, president and CEO of Holyoke Medical Center. Cost: $40, which includes appetizers, food stations, and an open bar. Sign up online at holyokechamber.com.
• Jan. 31: ACE, Ask a Chamber Expert: Social Media Strategic Plan, 8:30-10 a.m., hosted in the executive conference room of the Holyoke Chamber of Commerce, 177 High St., Holyoke. The chamber welcomes chamber expert Heather Turner, chief log roller at Forfeng Designs and Media, who will share her expertise on how to design a winning social-media strategy. Cost: free for chamber members, $15 for non-members.

GREATER NORTHAMPTON CHAMBER OF COMMERCE
www.explorenorthampton.com
(413) 584-1900

• Feb. 7: February Arrive @5, 5-7 p.m., hosted by Christopher Heights, 50 Village Hill Road, Northampton. A networking event. Cost: $10 for members.

GREATER WESTFIELD CHAMBER OF COMMERCE
www.westfieldbiz.org
(413) 568-1618

• Feb. 5: Mayor’s Coffee Hour, 8-9 a.m., hosted by Holiday Inn Express, 39 Southampton Road, Westfield. Join us for our monthly Mayor’s Coffee Hour with Westfield Mayor Brian Sullivan. This event is free and open to the public, but registration is requested at (413) 568-1618 so we may give our host a head count.
• Feb. 13: After 5 Connection, 5-7 p.m., hosted by ReStore Westfield (Greater Springfield Habitat for Humanity), 301 East Main St., Westfield. Bring your business cards and make connections. Refreshments will be served. A 50/50 raffle will support the chamber’s Scholarship Fund. Cost: free for chamber members, $10 for general admission.

SOUTH HADLEY & GRANBY CHAMBER OF COMMERCE
www.shgchamber.com
(413) 532-6451

• Jan. 23: Annual Meeting, 5:30-8:30 p.m., hosted by Willits-Hallowell Center, Mount Holyoke College, 26 Park St., South Hadley. An opportunity for chamber members to socialize with old friends in the business community and make new ones. A cocktail hour will be followed by dinner. The brief meeting will introduce the board of directors, describe the chamber’s various committees and their functions, and open discussion of 2018 calendar/plans/suggestions for the coming year.

SPRINGFIELD REGIONAL CHAMBER
www.springfieldregionalchamber.com
(413) 787-1555

• Jan. 23: C-Suite Conversations & Cocktails, 5-7 p.m., hosted by CityStage, One Columbus Center, Springfield. Members-only event. Cost: $25 in advance, $30 at the door. To make a reservation, visit www.springfieldregionalchamber.com, e-mail [email protected], or call (413) 755-1310.

WEST OF THE RIVER CHAMBER OF COMMERCE
www.ourwrc.com
(413) 426-3880

• Feb. 7: Wicked Wednesday, 5-7 p.m., hosted by Carrabba’s Italian Grill, West Springfield. Wicked Wednesdays are monthly social events, hosted by various businesses and restaurants, that bring members and non-members together to network in a laid-back atmosphere. For more information, contact the chamber office at (413) 426-3880, or register at www.westoftheriverchamber.com.
• Feb. 13: Lunch & Tour at the Bistro LPVEC – West Springfield, noon to 1:30 p.m. Join fellow members and non-members for a networking lunch at the Bistro at Lower Pioneer Valley Educational Collaborative, followed by an informative discussion on the value of gaining skills in the trades industry and how we can promote to fill local jobs. Sponsorships are available for this event. Register online at [email protected].

Agenda Departments

Retirement and Elder-care Planning Seminar

Feb. 3: A retirement and elder-care planning seminar will take place from 10 to 11:30 a.m. at the Church in the Acres, 1383 Wilbraham Road, Springfield. Presenters include David Fedor, certified financial planner, practitioner, and chartered retirement planning counselor from Commonwealth Financial Network; Sharon Connor from Choices Elder Support; Mary-Anne Schelb from JGS Lifecare; Jennifer Kinsman from Acti-Kare; and Lisa Beauvais, estate-planning attorney. This event is free and open to the public. Call (413) 726-9044 to RSVP.

Free Legal Help Hotline

Feb. 8: The Hampden County Bar Assoc. will hold a Legal Help Hotline in conjunction with Western New England University School of Law from 4 to 7 p.m. at Western New England University School of Law, 1215 Wilbraham Road, Springfield. The volunteers will provide legal advice on a variety of topics, including divorce and family law, bankruptcy, business, landlord/tenant, and real estate. Additionally, in light of recent immigration developments, attorneys with immigration-law experience will be available to answer questions. Spanish-speaking attorneys will also be available. Individuals needing advice should call (413) 796-2057 to speak to a volunteer.

40 Under Forty Nomination Deadline

Feb. 16: BusinessWest magazine will accept nominations for the 40 Under Forty Class of 2018 through the end of the work day (5 p.m.) on Friday, Feb 16. The annual program, now in its 12th year, recognizes rising stars within the Western Mass. community, which includes Berkshire, Franklin, Hampden, and Hampshire counties. This year’s group of 40 will be profiled in the magazine’s April 30 edition, then toasted at the June 21 gala at the Log Cabin Banquet & Meeting House in Holyoke (see below). The nomination form, which can be found online HERE, requests basic information and can be supported with other material, such as a résumé, testimonials, and even press clippings highlighting an individual’s achievements in their profession or service to their community.

Inclusive Sports Sampler

Feb. 17: For parents of young adults who have an IDD (intellectual or developmental disability), there is one challenge shared by all: identifying inclusive and accessible recreational experiences in their local community that offer opportunities for peer connections and fun, at low cost. Best Buddies, CHD Disability Resources, and Extra Innings understand this challenge firsthand and have combined resources to offer a solution. These organizations are teaming up to present the Young Adult Sports Sampler. This event gives members of the community who have an IDD, ages 14-22, an opportunity to sample several activities at once, in one location. The Young Adult Sampler takes place from 10:30 a.m. to 12:30 p.m., at Extra Innings, 340 McKinstry Ave., #250, Chicopee. A wide range of accessible and inclusive activities will be offered, including dance and movement, martial arts, intro to sled hockey, Wiffle ball, baseball simulator, and intro to adaptive bikes. There is no cost to attend, but an RSVP is appreciated. Contact Jessica Levine at [email protected] by Saturday, Feb. 10.

EMT Training Program

March 5 to June 20: Holyoke Community College, in collaboration with the Quaboag Valley Community Development Corp. and Emergency Medical Training Solutions, is offering an EMT training program at the E2E: Quaboag Region Workforce Training and Community College Center at 79 Main St., Ware. The EMT-B Emergency Medical Technician Basic course meets on Mondays and Wednesdays from 6 to 10 p.m. and on select Saturdays from 9 a.m. to 3 p.m. The 13-week program consists of more than 170 hours of in-class lectures and additional online study, training, field trips, and workshops designed to prepare students for the state EMT certification exam. The course covers all aspects of emergency care, including patient handling, extrication, communication, working with law enforcement, legal issues, ethics, medical equipment, and safe transportation of patients. The course fee is $1,099 plus $200 for texts. For more information or to register, contact Ken White at (413) 552-2324 or [email protected], or visit www.hcc.edu/workforce.

Difference Makers

March 22: The 10th annual Difference Makers award program, staged by BusinessWest, will be held at the Log Cabin Banquet & Meeting House. The winners will be announced and profiled in the Jan. 22 issue. Difference Makers is a program, launched in 2009, that recognizes groups and individuals that are making a difference in this region. Tickets to the event cost $75 per person, with tables of 10 available. To order, call (413) 781-8600, ext. 100 or visit HERE. Sponsors to date include Sunshine Village and Royal, P.C. Sponsorship opportunities are still available by calling (413) 781-8600, ext. 100.

40 Under Forty Gala

June 21: BusinessWest’s 12th annual 40 Under Forty Gala is a celebration of 40 young business and civic leaders in Western Mass. The lavish cocktail party, to be held starting at 5:30 p.m. at the Log Cabin in Holyoke, will feature butlered hors d’oeuvres, food stations, and entertainment — and, of course, the presentation of the class of 2017. Also, the third Continued Excellence Award honoree will be announced. Tickets will go on sale soon at $75 per person (tables of 10 available), and the event always sells out quickly. For more information, call (413) 781-8600, ext. 100, or e-mail [email protected].

Court Dockets Departments

The following is a compilation of recent lawsuits involving area businesses and organizations. These are strictly allegations that have yet to be proven in a court of law. Readers are advised to contact the parties listed, or the court, for more information concerning the individual claims.

CHICOPEE DISTRICT COURT
Eduardo Carattini v. Sargeant West II Apartments and Mount Holyoke Management, LLC
Allegation: Slip and fall causing injury: $1,949
Filed: 12/13/17

Carmen Esquilin-Campos v. Sahara & Sahara, LLC
Allegation: Negligence; slip and fall causing injury: $6,362.20
Filed: 12/18/17

HAMPDEN DISTRICT COURT
EP Floors Corp. v. District Cider Co. Inc.
Allegation: Breach of contract; failure to pay contractually required down payment for agreed-upon services: $19,742
Filed: 12/27/17
HAMPDEN SUPERIOR COURT
Antonia Rodriguez v. Pioneer Valley Transit Authority, et al
Allegation: PVTA bus negligently struck plaintiff’s vehicle, causing injury: $8,969.95
Filed: 12/11/17

Linda Mansur v. 270 West Street Ludlow Realty Trust, Frank Arduino, and Holly Arduino
Allegation: Slip and fall causing injury: $60,890.60
Filed: 12/12/17

Alton E. Gleason Co. Inc. v. Ed Speight & Co. Inc. and Edward T. Speight
Allegation: Money owed for services, labor, and materials: $74,700
Filed: 12/13/17

HAMPSHIRE SUPERIOR COURT
A.J. Virgilio Construction Inc. v. Town of Ware through its selectmen Nancy J. Talbot, Alan G. Whitney, Tracy R. Opalinski, John E. Carroll, and Michael P. Fountain
Allegation: Breach of contract; money owed for labor, materials, and equipment: $15,705.55
Filed: 12/19/17

Robert Shover v. G4S Secure Integration, LLC; Adesta, LLC; and John Doe as agent/manager
Allegation: Failure to pay prevailing wages, failure to pay overtime wages, fraud and misrepresentation: $100,000
Filed: 12/19/17

FRANKLIN SUPERIOR COURT
Michael J. Duda v. Hulmes Transportation Services Ltd. and Michael Silva
Allegation: Negligence; failure to use shoulder belt to strap in plaintiff on Hulmes bus and failure to slow down at flashing yellow lights, causing injury when bus hit bump and plaintiff lifted out of his wheelchair and slammed back down: $152,106.75
Filed: 11/14/17

HOLYOKE DISTRICT COURT
Pedro Perez and Travelers Insurance Co. v. Gilberto Rivera d/b/a Gil’s Auto Repair & Performance
Allegation: Negligence; failure to perform motor-vehicle inspection properly; plaintiff injured when vehicle’s suspension failed and wheel collapsed on the highway: $24,999
Filed: 12/14/17

PALMER DISTRICT COURT
Robert A. Staniewicz v. Riverview Auto Sales, LLC
Allegation: Fraud in sale of goods; breach of warranty: $10,000
Filed: 12/22/17

WESTFIELD DISTRICT COURT
Krysten Gasparrini v. Massachusetts Willows Limited Partnership d/b/a the Willows Apartment Home
Allegation: Negligence; slip and fall causing injury: $2,400.84
Filed: 1/5/18

Columns Sections

Finance: A Primer on the TCJA

By David Kalicka

David Kalicka

David Kalicka

It is important to note that, although many business changes are permanent, the individual changes are temporary. The changes in tax rates, standard deductions, and personal exemptions will expire in 2025, unless extended at some future date.

Individual Tax Changes

Tax rates: Lower individual income-tax rates of 10%, 12%, 22%, 24%, 32%, 35%, and a top rate of 37%. (The current rates would be restored in 2026, i.e. 10%, 15%, 25%, 28%, 33%, 35%, and 39.6%).

Standard deduction: Single $12,000, increased from $6,350 (2017). Married filing joint $24,000, increased from $12,700 (2017).

Personal exemptions: Eliminated. Under prior law, exemptions would have been $4,150 each for 2018.

Child tax credit: Temporarily increased to $2,000 per child under 17 (was $1,000) and new $500 credit for dependents other than child.  These credits phase out for higher-income taxpayers.

Itemized Deductions: Deduction for taxes (income taxes and real-estate taxes) limited to $10,000 per year.

Mortgage interest: For mortgage debt incurred after Dec. 15, 2017, interest deduction limited to acquisition debt of $750,000. Acquisition debt incurred prior to that date is still subject to the $1 million limit.

Home equity loan/line of credit interest deduction eliminated beginning in 2018, regardless of when the home-equity loan originated.

The deduction for contributions of cash to public charities will be limited to 60% of AGI beginning in 2018 (prior limit was 50% of AGI).

Miscellaneous itemized deductions have been eliminated. This category included unreimbursed employee business expenses and investment expenses. Under prior law, these were deductible to the extent they exceeded 2% of AGI.

• In view of the elimination or limitation of certain deductions and the increase in the standard deduction, fewer taxpayers will be itemizing. To maximize the benefit of deductions, you should consider bunching allowable deductions in alternating years. For example, a married couple with no mortgage and state and local income taxes and real-estate taxes of at least $10,000 will need an additional $14,000 to exceed the standard deduction. Combining multiple years’ charitable contributions in one year may be a way to benefit from itemizing in a particular year. One technique for doing this is a donor-advised fund.

Elimination of other deductions: The moving-expense deduction has been eliminated.

Alimony: For divorce agreements executed after Dec. 31, 2018, alimony will no longer be deductible by the payer or taxable to the recipient. If anticipated, any such agreement should be reviewed in light of the new law to determine the effects of timing.

Alternative minimum tax: The individual AMT has been retained, but the exemption has been increased. With the limitation on taxes and the elimination of miscellaneous itemized deductions, fewer people will be subject to AMT.

Section 529 plans: These plans can now be used to pay up to $10,000 per year for private elementary or secondary school tuition.

Casualty and theft losses: The itemized deduction for casualty and theft losses has been suspended except for losses incurred in a federally declared disaster.

Estate and Gift Taxes

For decedents dying and gifts made after Dec. 31, 2017 and before Jan. 1, 2026, the federal exclusion has been doubled to roughly $11 million per person. Keep in mind that this expires in 2025 and then reverts to about $5.5 million per person.

Taxpayers with large estates should consider the benefit of making large gifts now to take advantage of this temporary increase in exemption.

Business Tax Provisions

These provisions have been made permanent in the new tax law unless otherwise indicated.

C-corporation: Flat corporate tax rate of 21% (old law 15%-35%). This low tax rate is attractive; however, keep in mind that there is a second level of tax when the corporation pays dividends or is liquidated. Also, C-corporations have additional potential penalty taxes (personal holding company tax and accumulated earnings tax).

Pass-through entities: Many S-corporation shareholders, LLC members, partners, and sole proprietors will be able to deduct 20% of their pass-through income. This seems like a simple concept. Unfortunately, there are some very complex rules depending upon the individual’s taxable income and whether the business is a professional service business or real-estate business. It is not practical to try to explain these rules in this communication. Therefore, you should consult with your tax adviser to discuss the optimal entity choice for your business and how you can plan to take additional advantage of some of these rules.

DPAD repealed: The new law repeals the domestic production activities deduction for tax years beginning after 2017.

Entertainment expenses: No longer deductible (50% deductible under prior law). Business meals remain deductible subject to the same substantiation rules and limitations. The 50% disallowance is expanded to cover meals provided via an in-house cafeteria or otherwise on the employer’s premises

Section 179 expensing: Annual limit increased to $1,000,000 (previous limit was $500,000). Also, the expanded definition of assets eligible for section 179 includes certain depreciable tangible personal property used predominantly to furnish lodging or in connection with furnishing lodging. The definition of qualified real property eligible for expensing is also expanded to include the following improvements to non-residential real property after the date such property was first placed in service: roofs; heating, ventilation, and air-conditioning property; fire protection and alarm systems; and security systems.

Bonus depreciation: increased to 100% (from 50% under prior law) for property placed in service after Sept. 27, 2017 and before Jan. 1, 2023, and expanded to include used tangible personal property. After 2022, it phases down by 20% each year until Jan. 1, 2027.

Luxury auto depreciation limits: Under the new law, for a passenger automobile for which bonus depreciation is not claimed, the maximum depreciation allowance is increased to $10,000 for the year it’s placed in service, $16,000 for the second year, $9,600 for the third year, and $5,760 for the fourth and later years in the recovery period. These amounts are indexed for inflation after 2018. For passenger autos eligible for bonus first-year depreciation, the maximum additional first-year depreciation allowance remains at $8,000 as under pre-act law.

Business interest deduction limitation: For businesses with gross receipts in excess of $25 million, interest-expense deductions will be limited to 30% of adjusted taxable income. For years beginning before 2022, adjusted taxable income is computed without regard to depreciation and amortization. Any excess interest expense is carried over to future years. Real-estate businesses may elect out of this limitation. However, the election requires use of ADS depreciation, which results in longer depreciable lives and loss of bonus depreciation.

Net operating losses: There is no longer a carryback provision; however, the carry-forward period is now unlimited (previous law provided that NOLs could be carried back two years and forward 20 years). In addition, any losses incurred after Dec. 31, 2017 can offset only 80% of taxable income.

Excess business limit: The new tax law limits the ability of a non-corporate taxpayer to deduct excess business losses. After application of passive loss rules, the deduction of business losses is limited to $500,000 per year for taxpayers filing jointly and $250,000 for others. The excess loss is carried forward as part of the taxpayer’s net operating loss. This provision applies to tax years beginning after Dec. 31, 2017 and prior to Jan. 1, 2026.

As you can see from this brief summary, the new law is extremely complex. You should consult with your tax adviser to fully explore how to take advantage of the opportunities and to minimize the impact of the negative changes.

David Kalicka, CPA serves as partner emeritus for the Holyoke-based public accounting firm Meyers Brothers Kalicka, P.C.; (413) 536-8510; [email protected]

Departments Picture This

Email ‘Picture This’ photos with a caption and contact information to [email protected]

Meeting the Challenge

Ludlow High School honor students

Arrha Credit Union recently recognized Ludlow High School honor students for collecting $11,523.97 in non-perishable food items and donations. To show appreciation for their extra efforts, Arrha donated $1,000 to Ludlow High School community efforts. “It’s commendable how the members of the National Honor Society at Ludlow High School worked extra hard to make a positive difference for those in need at the Springfield Open Pantry,” said Michael Ostrowski, Arrha president and CEO. The donations were part of the Rock102 Mayflower Marathon challenge to benefit the Springfield Open Pantry, which raised $132,000 in food and monetary donations. Pictured, from left: Ostrowski; Ludlow High School Vice Principal Nancy Kurty; National Honor Society (NHS) students; Shannon Anderson and Brandi Stratton, NHS advisors; and Tony Sanches, assistant vice president of Retail Operations at Arrha.

 

Daily News

SPRINGFIELD — It might be a little too early to mark your calendars for the next Healthcare Heroes gala — Oct. 18 is nine months away — but it’s not too early to start thinking about nominating individuals who might be honored.

Healthcare Heroes, an exciting new recognition program involving the Western Mass. healthcare sector, was launched last spring by HCN and BusinessWest . The program was created to shed a bright light on the outstanding work being done across the broad spectrum of health and wellness services, and the institutions and individuals providing that care.

Now, it’s time to start thinking about the next class of heroes, who will represent categories including ‘Lifetime Achievement,’ ‘Emerging Leader,’ ‘Patient/Resident/Client Care Provider,’ ‘Innovation in Health/Wellness,’ ‘Health/Wellness Administrator,’ and ‘Collaboration in Healthcare.’

Nominations are now being accepted, and will be until June 15. To nominate someone, visit healthcarenews.com or businesswest.com, click on ‘our events,’ and proceed to ‘Healthcare Heroes.’

Daily News

SPRINGFIELD — The African Hall subcommittee of the Springfield Museums is seeking nominations for the 27th annual Ubora Award and the ninth annual Ahadi Youth Award. The African Hall subcommittee is a volunteer group comprised of educators, business people, and community leaders from the African-American community. The nomination deadline for both awards is March 31.

The Ubora Award is presented to an African-American adult who has demonstrated a commitment to the Greater Springfield area and exhibited excellence in the fields of community service, education, science, humanities, or the arts. The Swahili word ‘ubora’ means ‘excellence.’

Named for the Swahili word for ‘promise,’ the Ahadi Youth Award is presented to a young African-American who has excelled in academics and performed admirable service to the Greater Springfield community. Eligible candidates must be age 19 or younger, live in or have strong ties to the Greater Springfield area, and be currently enrolled in grade 10, 11, or 12.

The Ubora and Ahadi Awards will be presented at a ceremony at the Springfield Museums in September. Nominations forms can be downloaded by visiting springfieldmuseums.org/ubora. For additional information, call (413) 263-6800, ext. 325, or e-mail to [email protected]. Nominations may be e-mailed to [email protected] or mailed to African Hall Subcommittee, c/o Valerie Cavagni, Springfield Museums, 21 Edwards St., Springfield, MA 01103.

Daily News

STOCKBRIDGE — Max Kiperman joined the Red Lion Inn culinary team as executive chef of the Red Lion Inn’s Main Dining Room, Widow Bingham’s Tavern, and the Lion’s Den. As executive chef, Kiperman will work closely with Vice President of Culinary Development Brian Alberg and Sous Chef Jim Corcoran on all future food- and beverage-related development in addition to day-to-day kitchen management.

With a tenure of more than 25 years in the culinary industry, Kiperman comes to the Red Lion Inn most recently from Lucca in Boston’s Back Bay, where he worked as sous chef, and as culinary consultant to the Viceroy Hotel and Resort in Zihuantanejo, Mexico. Kiperman began his culinary career at Rosalie’s Restaurant in Marblehead before training under three Michelin chefs, including Sylvain Portay and Alain Ducasse. Kiperman now brings his expertise and passion for cooking with locally sourced products to the Berkshires.

“Max’s diverse culinary portfolio and his commitment to the farm-to-table movement make him the perfect addition to lead the Red Lion Inn’s culinary team,” said Alberg. “We are confident his leadership and expertise will elevate the inn’s dining experience and continue to evolve the offerings to exceed our guests’ culinary expectations.”

Kiperman’s extensive résumé includes work in hotels and resorts such as the Ritz Carlton properties in San Francisco, New York City, and Boston, and the Four Seasons Hotel and Resort in Nevis West Indies; restaurants like On Lot Restaurant in Hong Kong and Mix Restaurant in Las Vegas; and work as a private chef in New York and Connecticut.

Recently refreshed breakfast, lunch, and dinner menus await guests at the Red Lion Inn’s Main Dining Room and Widow Bingham’s Tavern, highlighting the inn’s long-standing relationships with local and regional purveyors. The inn offers guests two additional dining options, the Lion’s Den, with nightly live entertainment, and seasonal outdoor dining in the Courtyard from June through September.

Daily News

AMHERST — On Jan. 1, Aelan Tierney became the third principal and the president of Kuhn Riddle Architects. Tierney joins Jonathan Salvon and Charles Roberts, who became principals in 2010 when Chris Riddle retired. John Kuhn passes the torch of leadership and ownership to these three, and he will continue to work on selected projects at Kuhn Riddle.

Kuhn Riddle Architects moves into the future as a woman-owned architecture firm as Tierney now owns the majority share of the company. She will continue to work on architectural project design, while also taking on a larger role in day-to-day management of the firm, focusing on business growth and maintaining a strong connection with clients and business partners.

“I see this transition as an opportunity to carry on the legacy of Kuhn Riddle Architects, as well as an opportunity for growth,” said Tierney, who has been an architect at Kuhn Riddle Architects since August 2005. “I am honored that the partners have put their faith and trust in me to take on such an important leadership role. We will continue the company culture and its legacy of good design, excellent service, commitment to the environment, and giving back to our community that John Kuhn and Chris Riddle have built over the last 40 years.”

Kuhn Riddle projects in which Tierney has played a lead role include Amherst Montessori School and Children First in Granby, the Kringle Candle flagship store and Farm Table Restaurant in Bernardston, the historic Easthampton Town Hall performance space for CitySpace, the Northeast Veterans Rehabilitation and Training Center in Gardner, Olympia Oaks multi-family affordable housing in Amherst, PVPA Charter School Theater in South Hadley, and projects at American International College, Western New England University, and Elms College.

Kuhn Riddle Architects has been in business since Riddle and Kuhn founded it in 1977, when they negotiated a $500 fee to produce a design for Northampton’s Armory building renovation and rented two drafting tables in a fellow architect’s office. Since that time, the firm has become a well-known architectural firm in the Pioneer Valley and designs commercial, educational, and residential projects throughout Massachusetts.

Daily News

WESTFIELD — Springfield Union Station has won the prestigious Phoenix Award grand prize for the best brownfields-redevelopment project in the nation. Announced during the December National Brownfields Training Conference in Pittsburgh, the Union Station project also won the Region 1 Phoenix Award. Both awards recognize exemplary brownfield redevelopment and revitalization.

These awards highlight the critical environmental cleanup phase at Springfield Union Station, as well as the demolition and removal of a massive baggage warehouse and the remediation of the former site of the Hotel Charles. It also celebrates the redevelopment of a long-vacant historic train station into a state-of-the-art intermodal transit center.

Built in 1926, the original Union Station was boarded up for 44 years before taken over by the Springfield Redevelopment Authority in 1989. After many fits and starts, the $94.1 million redevelopment project was funded by numerous federal, state, and local sources. This included grants from the EPA Brownfield Assessment and Cleanup program, MassDevelopment, the Federal Transit Administration, state transportation bond funds, a state parking grant, and more. Tighe & Bond provided extensive hazardous-building-material evaluations, abatement monitoring, building demolition design, and the assessment and remediation of widespread areas of subsurface contamination.

After almost 10 years, Union Station has been transformed and repurposed into a LEED-certified building that opened last June, and is the new headquarters for Peter Pan Bus Lines. It has also spurred a new, adjacent, $15 million, 265-unit housing redevelopment. Besides the Phoenix Award, the project has already won other statewide awards for historic preservation, including the Preservation Massachusetts Paul & Nikki Tsongas Best Then & Now Award for 2017.

Daily News

BOSTON — The state’s total unemployment rate dropped to 3.5% in December, the Executive Office of Labor and Workforce Development announced.

The Bureau of Labor Statistics’ preliminary job estimates indicate Massachusetts lost 300 jobs in December. Over the month, the private sector lost 200 jobs; gains occurred in construction, manufacturing, leisure and hospitality, and financial activities. The November estimate was revised to a gain of 7,800 jobs.

From December 2016 to December 2017, BLS estimates Massachusetts has added 63,000 jobs. The December unemployment rate was six-tenths of a percentage point lower than the national rate of 4.1% reported by the Bureau of Labor Statistics.

“Throughout 2017, the Commonwealth continued to experience steady economic growth, adding 63,000 jobs, over 64,000 additional residents participating in the labor force, and closing out the year with a low unemployment rate of 3.5%. While much of these job gains continue to be in sectors like professional, business, and scientific services, manufacturing also posted a preliminary 2,800 over-the-year job gain, the first over-the-year over job gain in that sector in 18 years,” Labor and Workforce Development Secretary Rosalin Acosta said.

The labor force decreased by 500 from 3,647,500 in November, as 1,900 more residents were employed and 2,500 fewer residents were unemployed over the month.

Over the year, the state’s seasonally adjusted unemployment rate increased four-tenths of a percentage point from 3.1% in December 2016. There were 17,900 more unemployed residents over the year compared to December 2016.

The state’s labor-force participation rate — the total number of residents 16 or older who worked or were unemployed and actively sought work in the last four weeks — decreased one-tenth of a percentage point to 65.3% over the month. The labor-force participation rate over the year has increased by 0.7% compared to December 2016.

The largest private sector percentage job gains over the year were in construction; professional, scientific, and business services; other services; and leisure and hospitality.

Daily News

SPRINGFIELD — One of the most comprehensive genetic/DNA tests available will be offered to the public at Tower Square’s Health & Wellness Expo on Wednesday, Jan. 24.

A simple swab of the mouth, this test, conducted by True Blue Health & Wellness, can offer insight into cardiac health, cancer detection, carrier status, response to medications, as well as weight and diet analysis. The results are 100% confidential, and the test is covered by most health insurance plans. While walk-ins are welcome, those interested in having the testing done are encouraged to pre-register at www.truebluehw.com/schedule (select Tower Square).

The genetic/DNA test site is just one of more than 20 professional healthcare stations available to residents and office workers at Tower Square’s food court on Jan. 24 from 11:30 a.m. to 1:30 p.m. Other vendor stations include eye screenings, weight loss and hypnosis, sleep disorders, posture screenings, kidney-disease treatment, allergy and immunology, yoga and meditation, massage therapy, CPR and first aid, home healthcare, and more.

The public is invited to attend this free health expo and enjoy live music and giveaways, including free gluten-free snacks by Bakery on Main. The snow date for the event is Jan. 25.

Daily News

SPRINGFIELD — MGM Springfield, the Commonwealth’s first luxury resort and entertainment destination, set to open later this year, will host a series of informational sessions to provide details on casino jobs and the training required to start a career as a table-games dealer.

MGM Springfield representatives and staff from the Massachusetts Casino Career Training Institute (MCCTI) will be on hand to provide details on how to register and enroll for gaming classes at the new MCCTI Gaming School, opening Monday, Feb. 26 in downtown Springfield. Classes are scheduled to run Feb. 26 through July 13 and cost from $199 to $599 for a single specialized game class. Anyone who successfully completes two table-game courses gets an automatic job interview with MGM Springfield.

“My best advice to people curious about these exciting career opportunities: don’t just think about the possibilities; act on your interest,” said Robert Westerfield, MGM Springfield’s vice president of Table Games. “Energetic job seekers who have a desire to work for the industry leader in hospitality and entertainment should engage with us now to be ready to apply for a job and be part of the show later this year.”

Attendees will hear from Westerfield about his personal story starting out in the industry at 22 and rising through the ranks to become vice president of Table Games in Springfield. They also will hear what it takes to be a successful dealer, the skills required, the opportunities available, and how the Gaming School can help people secure these skills. MGM and Holyoke Community College representatives will outline class instructions and preparations, and explain what to expect on day one.

MGM Springfield anticipates hiring more than 450 table-game dealers. Mass hiring is expected to begin this summer.

Information sessions will be held at the MGM Springfield Career Center, 1259 East Columbus Ave., third floor, on the following dates:

• Saturday, Jan. 20, 11 a.m., noon, and 1 p.m.;

• Wednesday, Jan. 24, 6 p.m., 7 p.m., and 8 p.m.;

• Saturday, Feb. 3, 11 a.m., noon, and 1 p.m.;

• Wednesday, Feb. 7, 6 p.m., 7 p.m., and 8 p.m.;

• Wednesday, Feb. 14, 6 p.m., 7 p.m., and 8 p.m.; and

• Friday, Feb. 16, 11 a.m., noon, and 1 p.m.

These sessions are free and open to the public. To learn more and to register in advance, visit www.mccti.org/upcoming.html.

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AGAWAM — On Wednesday, Nov. 28, the Employers Assoc. of the NorthEast (EANE) will host a presentation by GCAi digital marketing analysts Darcy Fortune and James Garvey titled “Increase Results: Digital Marketing For Recruiting & Hiring Success.”

The breakfast seminar, slated for 8:30 to 10 a.m., is free for EANE members, but non-members can attend for $25.

Fortune is a video producer, director, and content creator with a background in production from ABC and FOX affiliates. Garvey is a certified Google AdWords qualified planner and Facebook, Instagram, and LinkedIn marketing expert.

“We matched the best practices of digital marketing to the candidate’s journey and came up with an amazing recruitment strategy,” said Mary Shea, vice president of Digital Strategy for GCAi. “Understanding their journey and this strategy will enable HR to better serve the needs of A-listers and be in an ‘always-recruiting’ mode.”

Fortune and Garvey will review each aspect of the candidate’s digital job-search journey and how brands can create a plan to serve each phase. Fortune will also discuss the importance of employer branding, the benefits of recruitment and culture, and tips and tactics for video planning and production. Finally, Garvey will unlock the secrets of social-media marketing and how it can be the most powerful, yet least understood, aspect of recruitment marketing.

For more information and to register, visit www.eane.org/special-events.

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SPRINGFIELDBusinessWest magazine will accept nominations for the 40 Under Forty Class of 2018 through the end of the work day (5 p.m.) on Friday, Feb 16. The annual program, now in its 12th year, recognizes rising stars within the Western Mass. community, which includes Berkshire, Franklin, Hampden, and Hampshire counties.

This year’s group of 40, to be chosen by five independent judges, will be profiled in the magazine’s April 30 edition. The nomination form, which can be found online at businesswest.com/40-under-forty-nomination-form, requests basic information and can be supported with other material, such as a résumé, testimonials, and even press clippings highlighting an individual’s achievements in their profession or service to their community.

The winners will be toasted at the 40 Under Forty gala at the Log Cabin Banquet & Meeting House in Holyoke. The lavish cocktail party, to be held on Thursday, June 21 starting at 5:30 p.m., will feature butlered hors d’oeuvres, food stations, and entertainment — and, of course, the presentation of the class of 2018. Also, the third Continued Excellence Award honoree will be announced. Tickets will go on sale soon at $75 per person (tables of 10 available), and the event always sells out quickly. For more information, call (413) 781-8600, ext. 100, or e-mail [email protected].

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WARE — Country Bank announced that it donated $50,000 to the Quaboag Valley Community Development Corp. (QVCDC) to support its commitment to economic development and helping small businesses grow and prosper in the Quaboag Hills Region. The QVCDC offers many programs to help small businesses, including training programs such as computer courses, how to write a business plan, or individual consulting, in addition to offering small-business loans.

“We want to acknowledge and express our deep appreciation for this major donation. Country Bank’s support of Quaboag Valley Community Development Corporation reflects their deep commitment to the community and support for activities that are designed to strengthen the business fabric of the region and improve the day-to-day lives of Quaboag region residents,” said Sheila Cuddy, QVCDC executive director.

To learn more about how the QVCDC might be able to assist your business, visit qvcdc.org.

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NORTHAMPTON — The Solidago Foundation, a Northampton-based national social-justice foundation, announced it has hired Megan Murphy Wolf as director of partnerships. A newly created position, the director of partnerships will focus on developing, supporting, and enhancing partnerships for the Solidago Foundation. Wolf will be responsible for the design and implementation of donor cultivation and engagement, as well as foundation partnership strategies.

“Megan joins our team with deep expertise in creating meaningful partnerships across unlikely actors, as well as a legislative background that will enhance our support of grassroots advocacy groups,” said Elizabeth Barajas-Román, CEO of the foundation. “We are happy to welcome her at this exciting time for the organization.”

Wolf brings a strong background in both development and public-policy work. Prior to joining Solidago, she worked as director of class campaigns and annual fund leadership giving at Amherst College. During her time at Amherst, she was successful in her personal solicitations, securing multi-year pledges and outright gifts, increasing the yearly totals by 300% and successfully breaking Amherst giving and participation records every year. She has also worked as legislative director for two congressmen in the U.S. House of Representatives.

“This is an incredible opportunity to be a part of an organization with a long history of impact within the field of social justice, sustainability, and the fundamental right to work,” Wolf said. “I have focused my career on these important issues, and I believe we have the ability to create positive social change through collaboration and collective support for shared goals. I’m honored to join the Solidago family and be a part of this impressive group of people dedicated to support for the common good.”

Throughout her career, Wolf has worked to create partnerships, both political in nature and as fund-building coalitions, to bring about positive social change. As director of partnerships, she will be responsible for working on developing programming and content for donor recognition and campaign-related programs and events for the foundation.

“I am thrilled to have Megan join our team and looking forward to working with someone with her expertise as we move forward with our new business model,” said Jeff Rosen, chief financial officer of the foundation. “Adding Megan to the team will enhance our ability to bring resources to the field and amplify our impact at an important time for our partners.”

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SPRINGFIELD — Due to a much higher demand than previously anticipated, the Western Mass. Baseball Hall of Fame Banquet on Thursday, Feb. 1 has been moved from the 12th-floor ballroom at La Quinta in Springfield to Hadley Farms Meeting House at 41 Russell St. in Hadley.

Cocktail hour for the event will still begin at 6 p.m., and the program itself will begin at 7 p.m.

“Well, the long and the short of it is we sold out before we even began to aggressively advertise,” said Western Mass. Baseball Hall of Fame committee member and Valley Blue Sox President Clark Eckhoff. “It’s a great problem to have, but we want to make sure folks have a chance to go. There’s been an incredible amount of interest in the program this year, and we want to make sure we’re meeting the demand. We’ll have plenty of new space in the new venue to host folks who want to come out and enjoy the evening.”

Tickets to the event are $45 for individuals and $425 for a table of 10. Baltimore Orioles General Manager Dan Duquette will be this year’s keynote speaker.

Tickets can be ordered online at www.valleybluesox.com or by calling the Blue Sox ticket office at (413) 533-1100.

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SPRINGFIELD — Edward Alford of South Hadley was installed as president of the 1,800-member Realtor Assoc. of Pioneer Valley on Jan. 9. The installation of officers and directors took place at the Log Cabin in Holyoke. More than 100 people attended the organization’s 103rd annual installation ceremony. Donald Thompson, the association’s 2008 president, served as emcee for the event.

The other officers installed were Kelly Bowman as president-elect, Sue Drumm as treasurer, Elias Acuna as secretary, and Rick Sawicki as immediate past president. The directors installed include Shawn Bowman, Peter Davies, Janise Fitzpatrick, Sara Gasparrini, Sharyn Jones, Cheryl Malandrinos, Sue Rheaume, and Russell Sabadosa.

Alford was joined by Massachusetts Assoc. of Realtors (MAR) President Rita Coffey, who served as the installing officer. Coffey’s leadership team from MAR was also in attendance, including Anne Meczywor, president-elect; Kurt Thompson, secretary/treasurer; Paul Yorkis, immediate past president; and Rob Authier, CEO.

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SPRINGFIELD — The Horace Smith Fund, now in its 119th year, is making scholarship and fellowship money available for graduates of Hampden County public and private high schools. Scholarships awards of $10,000 are distributed as $2,500 annually and renewable each year until graduation. Fellowship awards of $12,000 are distributed as $4,000 annually and renewable for two additional years. Students must maintain at least a B average in college.

Recipients are selected on a variety of criteria, including their college entrance exam scores, class rank, extra-curricular activities, financial need, recommendations, and a personal written account of why the student feels deserving of financial assistance. Fellowship applicants must also submit their transcripts and, if applicable, GRE or degree-specific test scores. All recipients must be full-time students and residents of Hampden County.

Last year, $216,000 was awarded to 21 individuals. Scholarships were given to 14 graduating seniors from 11 Hampden County high schools. Four scholarships were also awarded to college students to assist them in completing their undergraduate degrees. Three fellowships were given to college graduates who had graduated from Hampden County high schools.

The Horace Smith Fund was established in 1899 by the philanthropist Horace Smith, co-founder of Smith & Wesson. The scholarships and fellowships are named for Walter Barr, a West Springfield businessman, whose widow left the bulk of the family estate to the Horace Smith Fund in 1950.

Completed applications must be received either electronically or mailed to the Horace Smith Fund at 1441 Main St., Springfield, MA 01103, no later than March 1. Applications are available at local high-school guidance offices, college financial-aid offices, online at www.horacesmithfund.org, or by calling (413) 739-4222.

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SPRINGFIELD — The Drama Studio was founded in 1987 by Steve Hays and a group of educators and parents who envisioned an institution where youth could study acting as seriously as they could study music. Located at 41 Oakland St. in Springfield, in close proximity to Forest Park, the Drama Studio had been a 30-year renter of space from St. Barnabas & All Saints Episcopal Church when the call came from the diocese that the building was no longer to be utilized as a place of worship.

“When that call came, our board sprang into action,” Hays said. “Funds were quickly raised from a small group of generous donors, and thanks to the hard work of our board and the generosity of the diocese, we were able to negotiate a fair price. On December 22, 2017, we purchased the church and are thrilled to begin steps toward major renovation.”

The mission of the Drama Studio is to enrich and validate the adolescent experience in this diverse community via excellence in a conservatory-style acting training program. It serves more than 250 students annually from the region. One alum, Gregory Boilard, of New York City, was involved with the Drama Studio from grade 6 until he graduated from Minnechaug Regional High School in Wilbraham in 2010. He credits Hays with “shaping his childhood” and enabling him to land his dream job working in publicity for the Disney Theatrical Group on Broadway. While many alums have gone on to have careers in theater, film, and television, others attribute their success as lawyers, surgeons, administrators, teachers, and other professionals to the confidence they gained as students at the Drama Studio.

The Drama Studio is one of a handful of after-school acting conservatories in the U.S. where young actors ages 6 to 18 can study intensively and advance through a theater curriculum before graduating from high school. It offers a coordinated program including both classroom and performance training with more than 25 after-school classes and six vacation camps. Two community outreach programs, DramaTours and TheaterReaders, currently serve more than 3,000 Springfield public elementary-school children each year.

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SPRINGFIELD — Twenty-eight female medical providers from Baystate Health are set to begin a six-month pilot of a public-speaking training program uniquely crafted for women in academic medicine. The program is a collaboration between Women Advancing and Achieving in Medicine, a Baystate Health organizational resource group, and Speaker Sisterhood, a public-speaking training company for women founded by CEO Angela Lussier and headquartered in Holyoke.

The program is focused on learning and practicing proven techniques to enhance participants’ communication so they are more effective and confident. The goal is for each participant to hone her own authentic voice so that she has greater impact both within her department and from behind the podium at major conferences. The program kicked off Jan. 10 and runs until June 6.

“For years, I have noticed a lack of female speakers at many high-profile medical conferences, and I figured that there had to be a systemic way to change this, and our pilot project is a first step,” said Dr. Jeannette Wolfe, associate professor of Emergency Medicine at UMass Medical School’s Baystate campus. “We have partnered with Speaker Sisterhood to develop a very unique curriculum that addresses some of the specific challenges many women in academic medicine face in becoming recognized as source experts within their fields. I’m very excited about the potential of the program because creating a group of polished public speakers not only benefits those speakers, but also increases the regional and national recognition of Baystate Health.”

Participants, who were nominated by their chairs and program directors, will meet monthly in a three-hour evening session. Each meeting will begin with a brief lecture covering topics ranging from effective storytelling to slide development to tips on how to break into conference speaking circles. Next, participants will move into their breakout groups of eight or nine women for hands-on experiential learning and practice giving speeches and feedback to each other. Each group has deliberately been created to include women from a mix of medical specialties and experience levels with the intention that this will help naturally facilitate beneficial networking and coaching within the groups.

The pilot program is built upon the Speaker Sisterhood’s signature speaker development program, “The Secret Life of Speaking Up,” which was crafted to help professional women enhance their speech-writing skills, build on presentation effectiveness, and grow confidence while speaking.

“We’ve been running this program for the last 18 months in various communities, and over 100 women have benefited from the Speaker Sisterhood curriculum. We’re excited to see the impact it will make in a hospital setting and in the medical community at large,” Lussier said.

The aim of the pilot is to demonstrate its success though participants’ objective and subjective reports so that it can be expanded throughout Baystate Health and used as a template to benefit women in other academic centers.

“We were pleased to be asked to speak about this program at the Massachusetts Medical Society Women’s Leadership Forum in the fall of 2017,” said planning committee member and course facilitator Dr. Deborah Hoadley. “The response was overwhelmingly positive, and we were excited to hear women from all across the state express an interest in offering similar programs at their own institutions.”

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HOLYOKE — A seasoned chief information officer for some of the world’s largest healthcare payor organizations, Terry Ramey has joined Holyoke-based healthcare consultancy VertitechIT as an executive project officer (EPO). He will lead engagements with large healthcare systems as the company continues to expand operations throughout the East Coast and across the country.

Ramey previously held senior technology titles at PerformRX (a subsidiary of AmeriHealth Caritas), Penn Mutual Life Insurance, CIGNA Health Services, and Dendrite International.
 
As a nationally recognized healthcare technology executive, he says he was looking to make an impact on the provider side of the industry.

“At CIGNA, Penn Mutual, and other major payor organizations, my responsibilities were to leverage technology to positively affect the bottom line,” he noted. “At VertitechIT, I have the opportunity to help transform hospital IT departments with a direct impact on patient care. It’s not often that an IT executive gets to do that.”

VertitechIT CEO Michael Feld agrees. “Our work at work at major health systems goes far beyond designing and implementing cloud strategies, overhauling infrastructure, and streamlining operations. As an EPO, Terry will counsel clients on the IT initiatives that can literally change the way doctors do their jobs.”

Working at the executive level within a healthcare organization, EPOs oversee a collaborative office of the CTO (oCTO), implementing VertitechIT’s proprietary LeverageIT process. Working side by side with senior internal managers, the oCTO refines strategic directives and implements tactical solutions that make organizations more profitable and efficient.

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SPRINGFIELD — The Community Foundation of Western Massachusetts, in partnership with the Estate Planning Council of Hampden County and the Pioneer Valley Estate Planning Council, has awarded Kate Kane the 2018 Distinguished Advisor in Philanthropy Award. The award was presented by Katie Allan Zobel, president and CEO of the Community Foundation, and Amy Jamrog, wealth management advisor at the Jamrog Group, at a luncheon on Jan. 9.

The purpose of the Distinguished Advisor in Philanthropy Award is to recognize the important work that professional advisors (estate-planning attorneys, financial advisors, and accountants) do in encouraging their clients to engage in local philanthropy for the region.

As Zobel noted, “professional advisors play a quiet and often unsung role in advancing philanthropy. The Community Foundation has been working alongside local advisors for over 25 years, and we see first-hand the meaningful work they do by connecting their clients’ generous intentions to needs in our community. Their efforts have helped create a significant base of funding for scholarships and grants to nonprofits in our region.”

Zobel also said she is pleased to be giving this award to its first female recipient. Past awardees include George Keady III, Dick Gaberman, Dennis Bidwell, Jack Ferriter, and Steven Schwartz. Kane received a plaque and $1,000 to recommend as a grant to the charity of her choice.

Kane is managing director of Northwestern Mutual in Springfield, where she matches clients’ needs with innovative solutions utilizing insurance services and internationally recognized investment products.

“Financial advising is a business of words and stories,” she said. “The numbers are simply tools to further the pursuit of hopes and dreams for ourselves, our families, and our communities. We give our clients the gift of listening to their stories and helping them connect with the right decisions to fulfill their aspirations and leave a legacy.”

Well-known for her volunteerism and philanthropic spirit, Kane is a former board member (2008-15) and past board president of the Women’s Fund of Western Massachusetts. She currently serves on the boards of directors for Elms College and Girls Inc. of Holyoke and is vice chair of the board of trustees for Springfield Museums. She co-wrote the original business plan for the local chapter of the Dress for Success, which supports the career and economic advancement of women, and she serves as a business mentor for many young entrepreneurs in the region.

Kane has been recognized with many awards in the past for her commitment to strengthening her community, including Affiliated Chambers of Commerce of Greater Springfield’s Richard J. Moriarty Citizen of the Year in 2015, Western Mass Women magazine’s Professional Woman of the Year in 2012, Professional Women’s Chamber Woman of the Year in 2011, and a BusinessWest Difference Maker in 2009.

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EAST LONGMEADOW — A Massachusetts Workforce Training Fund information session will be held on Feb. 2 from 7:30 to 9:30 a.m. at Bay Path University’s Philip H. Ryan Health Science Center in East Longmeadow. To register, visit workforcetrainingfund.org/events or call (413) 565-1555.

The Workforce Training Fund Program (WTFP) helps address business productivity and competitiveness by providing resources to Massachusetts businesses to fund training for current and newly hired employees. In order to qualify, businesses must pay into the fund. All for-profit companies automatically pay into the fund. Nonprofit organizations can visit www.workforcetrainingfund.org and click on ‘programs’ for more information and to learn if the organization qualifies. Government agencies are not eligible to apply.

While available to businesses and organizations of all sizes, the WTFP focuses on small to medium-sized businesses that would not be able to invest in improving employee skills without the assistance of the Fund. As recently as October, the Workforce Training Fund Program awarded grants to 121 Massachusetts companies and organizations totaling $11.9 million. More than $17 million in grants were distributed in FY17.

Bay Path’s Strategic Alliances division, which offers customized talent and leadership programs, as well as specialized training, is hosting this event. The WTFP information session is part of “How to Build Company Loyalty Through Professional Development” and will include an overview of the features and benefits of each Workforce Training Fund grant program, the amount of available funding, program guidelines, and how to apply for each grant. Participants will have direct access to staff to ask questions about the WTFP and training opportunities.

Speakers on the event agenda include Kristen Rayne, outreach manager, Workforce Training Fund at Commonwealth Corp.; Stephen Brand, executive director of Global Learning, Strategic Alliances at Bay Path University; and two talent-development experts with vast experience in the Western Mass. region.

The Workforce Training Fund is a program of the Massachusetts Executive Office of Labor and Workforce Development, administered by Commonwealth Corp.

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SPRINGFIELD — MGM Springfield has moved into new corporate offices at 95 State St., soon to be called One MGM Way. Located across from the Hampden County Superior Court, and adjacent to what will be MGM Springfield’s South End Market, the building will be home to members of the MGM Springfield executive and administrative teams.

“Moving on site is a great way to kick off the year of our opening,” said Michael Mathis, president and COO of MGM Springfield. “We have a growing workforce, and this office space better suits our ever-expanding needs as this momentous year unfolds. It’s an exciting transition for all of us.”

Like other elements of the property’s integrated downtown design, the 11-story building celebrates Springfield’s heritage while preserving its iconic past. Built in 1929, the building was designed in the classical revival style by Burton Geckler as an annex to 1200 Main St. It was formerly known as the MassMutual building at 95 State St., and has since undergone a complete renovation, including new mechanical, electrical, plumbing, and finishes. MGM carefully conserved the exterior façade and maintained many of the lobby’s original features.

“I am proud of the effort and care that our first-in-class construction team has put into preserving Springfield’s history throughout the property,” Mathis said. “This building is just one example of the many that will be unveiled this year.”

Springfield firms Specs Design Group and Dietz & Co. Architects collaborated on the outfitting and design of the employee space with Las Vegas-based Friedmutter Group. Springfield-based Fontaine Bros. Inc. served as general contractor and stewarded the project through the construction phase.

“As a company that has called Springfield home for over 85 years, we were excited to oversee construction of this critical portion of the MGM resort, and we are proud to have played a role in helping bring this unprecedented economic-development project to our city,” said David Fontaine Jr., vice president of Fontaine Bros.

MGM Springfield’s new corporate offices boast collaboration and work areas, conference and meeting spaces, open cubicle areas, and private executive offices. The design scheme includes warm colors, reclaimed wood, and brick veneers throughout the space.

“With an inviting new layout and fresh faced finishes, this tired, 1930s office building becomes a hip, flexible environment for a young, energetic workforce,” said Elise Irish, principal of Specs Design Group.

The corporate offices will be located on floors two through eight. Approximately 50 employees have moved into the space. At full staffing, the area is expected to accommodate more than 300 employees. Activities at the approximately 85,000-square-foot employee offices will cover all aspects of the day-to-day operations for MGM Springfield.

Anyone interested in learning about career opportunities should visit MGM Springfield’s Career Center, which will be open 10 a.m to 4 p.m. Mondays, Wednesdays, and Fridays, and 1-7 p.m. Tuesdays and Thursdays. During those hours, an MGM representative may be reached at (413) 273-5052.

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AMHERST — Results of a national study led by public health scientist Elizabeth Evans at UMass Amherst, along with others at the U.S. Department of Veterans Affairs (VA) and UCLA, suggest that risk for alcohol- and drug-use disorders among U.S. military veterans is increased by childhood adversity, and in ways that are different between women and men and different compared to the civilian population.

According to Evans, assistant professor of Health Promotion and Policy at UMass Amherst School of Public Health and Health Sciences, in the general population, fewer women than men have an alcohol- or drug-use disorder. “Veterans are different in that there is no gender difference in the prevalence of these problems,” she explained. “Among veterans, a similar proportion of women and men — about 37% — have ever had an alcohol or drug-use disorder. This finding that women veterans are similar to men veterans, and are so different from civilian women, is unexpected. Also surprising are the high rates of childhood adversity among veterans, especially among women; 68% of women veterans report some childhood adversity, and they have the highest rates of childhood sexual abuse.”

The study results appeared in a recent early online edition of Social Psychiatry and Psychiatric Epidemiology and will be in print this year.

“One of the implications of this study is the need to assess for childhood adversity, to help people recognize its relationship with substance use and cope with its health impacts,” Evans noted. “When people join the military or when veterans access healthcare at the VA or in the community would be good times to assess and treat childhood adversity, and we’re often missing those opportunities now.”

The researchers found that, with increasing exposure to adversity in childhood, risks of alcohol-use disorder among civilian men and women grew more similar, but for drug-use disorder, the gender differences in risk widened. By contrast, among veterans, more childhood adversity elevated men’s alcohol risk and increased women’s drug risk. The authors speculate that, among veterans with greater exposure to childhood adversity, men may be more likely than women to use alcohol, while women may be more likely than men to use drugs.

“In general right now, we don’t assess for childhood adversity until there’s a problem, in particular with alcohol or drugs, or attempts to harm oneself or others,” Evans said. “However, we know that childhood adversity is an early life experience that is associated with anxiety, depression, and other risk factors for later health and social problems. We in public health, along with others in the community, can do more to prevent childhood adversity altogether. Also, more can be done to assess and address childhood adversity when it does occur so that we mitigate or undo its harmful effects. The need for such efforts is especially critical now given the devastating impacts of the current opioid epidemic on families and communities.”

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SPRINGFIELD — The third cohort of the Western Mass. Dress for Success Foot in the Door program celebrated its graduation at Springfield Technical Community College (STCC). Fourteen women recently completed the nine-week training. Graduates already have interviews scheduled with TD Bank, MGM Springfield, Sunshine Village, Baystate Health, and Smith & Wesson. One participant said she’s decided to return to higher education and get her bachelor’s degree. These women are ready for the workforce due to a grant from Baystate Health and Smith & Wesson.

“If you had told me two years ago, when we began building the Foot in the Door program, it would be this successful, I would have thought it was simply high expectations,” said Dawn Creighton, president of the board. “The caliber of the women coming out of this program, being workforce-ready, is amazing. We change their lives and their futures.”

The success of the Foot in the Door program lies in the partnership between Western Mass. Dress for Success and Training and Workforce Options (TWO), the workforce collaboration between STCC and Holyoke Community College, said Sharon Grundel of TWO. “As community-driven and supported entities, we share a vision to empower individuals to their highest ability.”

Currently, Western Mass. Dress for Success is accepting applications and grants to begin its fourth cohort this spring.

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WEST SPRINGFIELD — Marty Holmes was recently named top corporate search consultant at Management Search Inc.

Holmes, president of the West Springfield division of the privately held recruiting firm, was recognized with the organization’s prestigious President’s Club Award for sales excellence in 2017. This year also marked Holmes’ 30th anniversary with Management Search Inc.

Throughout his tenure, Holmes has worked to perfect a time-tested recruitment process and, in the process, has established deep roots in the market with a diverse client base in manufacturing and a niche focus within the shooting-sports industry. His hands-on consultative approach, along with his extensive knowledge of the industries he works in, have worked together to build and strengthen his reputation among clients and candidates alike.

Headquartered in West Springfield with an office in Providence, R.I., Management Search Inc. has grown to become one of the largest privately held recruiting firms in New England, boasting 35 years of recruiting experience and 15 established consultants.

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AGAWAM — The Insurance Center of New England (ICNE) announced the addition of Eastman & Davis Insurance Agency Inc. in West Springfield to its growing company.

“We are thrilled to not only have the Eastman & Davis Insurance clients join our agency, but also to have longtime employee Marilyn Loudon join the ICNE team as a personal lines account manager,” said William Trudeau, president and CEO of ICNE.

Many ICNE clients have been with the agency for generations, Trudeau noted, so he understands what an important role Bill Eastman has played in the lives of his clients through the years. “I feel so honored that Bill trusts the ICNE team to take over the responsibility of caring for his clients.”

Over the past several years, Eastman had been seeking out a business partner to ensure that his business would continue to thrive and that his clientele would be well-taken care of for decades to come. While Eastman & Davis clients may experience a few minor changes in process and procedures, the ultimate goal is to make the transition seamless.

“When Eastman & Davis clients join ICNE, they will quickly learn that we are much more than an insurance agency,” Trudeau said. “We are a local team of insurance professionals who will get to know them personally and will always be there to answer their questions, review their policy, and help them make informed decisions to safeguard their family, home, car, and everything that is important to them.”

As part of the transition, Eastman & Davis’ West Springfield office will be closing. However, for the convenience of clients, Marilyn Loudon will move to ICNE’s main office in Agawam, just five miles down the road from the current West Springfield location.

“I can’t stress enough how happy our entire team is to welcome the Eastman & Davis clients to our agency,” Trudeau said. “We look forward to getting to know them and working together for years to come.”

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SPRINGFIELD — Mercy Health ACO announced that the Massachusetts Health Policy Commission (HPC) certified it as an accountable-care organization (ACO) in the HPC’s new, first-in-the-nation program. The HPC’s first round of ACO certification includes 17 HPC-certified ACOs and is a significant milestone for Massachusetts, making it the first state to implement statewide, all-payer standards for care delivery.

“We are pleased to take the next step in this important effort to improve care for MassHealth patients and reduce costs for the Commonwealth,” said Mark Fulco, president of Mercy Medical Center.

Mercy has formed an ACO partnership with Boston Medical Center (BMC) Health System, including its affiliate, BMC HealthNet Plan. The Mercy ACO will provide coverage, care, and services to MassHealth enrollees in Western Mass.

The HPC’s ACO certification program is closely aligned with efforts by the Executive Office of Health and Human Services (HHS) and the MassHealth to improve health and reduce healthcare cost growth in the Commonwealth through ACOs. The goal is a healthcare delivery system that delivers coordinated, patient-centered health care that accounts for patients’ behavioral, social, and medical needs.

“The ACO program represents a significant change in the way MassHealth contracts with healthcare organizations throughout the state,” said Massachusetts Secretary for Health and Human Services Marylou Sudders. “The goal of the ACO program is to improve the care coordination and health outcomes for 850,000 MassHealth members, and we are pleased they all met the thorough certification standards.”

For the first year of the program, the HPC defined a set of criteria on which to assess ACOs for certification against that goal. However, unlike other state or federal programs, the HPC’s certification program evaluates ACOs on an all-payer basis, including for their Medicaid, Medicare, and commercially insured patient populations.

The HPC-certified ACOs include a diverse cross section of 17 healthcare organizations from across the Commonwealth. Importantly, the HPC will certify all organizations participating in the MassHealth ACO program.

“The ACO certification program will bring new transparency and information to the public regarding how ACOs are structured and operating today,” said David Seltz, HPC executive director. “The HPC expects to analyze the information received and identify best practices and areas of improvement for payers, policy makers, researchers, providers, and consumers.”

In order to be evaluated for certification, organizations were required to provide information for 15 standards, including patient-centered governance, performance-improvement strategy, experience in quality-based risk contracts, population-health management programs, and ability to coordinate cross-continuum care. Full certification is effective for two years, and organizations with provisional certification must apply for full certification within one year.

“Mercy Medical Center’s new ACO is big step forward for increasing access and affordability in Western Massachusetts,” said state Sen. James Welch. “I am excited to see this new and innovative program come into action and proud that Mercy is helping the Commonwealth carry the torch of healthcare delivery transformation to the benefit of our citizens and as an example to the nation.”

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HOLYOKE — Carlos Santiago, commissioner of the Massachusetts Department of Higher Education, will be the keynote speaker at an event on Wednesday, Jan. 17, celebrating Holyoke Community College’s (HCC) federal designation as a Hispanic Serving Institution (HSI).

Santiago’s talk, scheduled from 9:10 to 10 a.m., will focus on improving the academic success of Latino students and the importance of this rising demographic in higher education and in Massachusetts. The talk will be followed at 10 a.m. by a faculty and staff panel discussion concentrating on HCC’s future as an HSI.

“Our goal for the day is to develop a common understanding of our Hispanic Serving Institution designation and collectively form a vision of HCC as an effective HSI,” said President Christina Royal.

Hispanic Serving Institution is a federal designation for colleges and universities where more than 25% of the student population is Hispanic. HCC received status as an HSI last year. As an HSI, HCC is eligible for federal grants that can be used to improve services and programs that benefit all students.

Santiago joined the Massachusetts Department of Higher Education in April 2013 as the senior deputy commissioner for Academic Affairs and was appointed commissioner of Higher Education in July 2015. He holds a Ph.D. in economics from Cornell University and brings more than 30 years of experience in public higher education, having served as chancellor of the University of Wisconsin Milwaukee (UWM, Wisconsin’s second-largest research university), provost and chief operating officer at the University at Albany (SUNY), and professor of Economics at UWM and SUNY-Albany.

He is the author or co-author of six books and has published dozens of articles and book reviews, many of which focus on economic development and the changing socioeconomic status of Latinos in the U.S. In 1996 and 2011, Santiago was named one of the 100 most influential Hispanics in the country by Hispanic Business magazine.

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SPRINGFIELD — The Springfield Central Cultural District, the Springfield Cultural Council, the city of Springfield, and the Mass Cultural Council will announce a new and formal cultural relationship with a compact signing on Tuesday, Jan. 16 at 10:30 a.m. at City Hall, Room 220.

The cultural compact is designed to increase collaboration and partnership. It includes basics, such as regular meetings and communication, but also Springfield-specific goals like integrating public art into the metro center. Springfield is one of six pilot cities for this initiative across the state of Massachusetts, and the first in the state to hold a signing ceremony.

Participants at the ceremony will include Springfield Mayor Domenic Sarno; Anita Walker, executive director, Mass Cultural Council; Arreen Andrew, local cultural council program officer, Mass Cultural Council; Scott Hanson, principal planner, city of Springfield; Andrew Cade, chair, Springfield Cultural Council; Morgan Drewniany, executive director, Springfield Central Cultural District; and Eileen McCaffery, chair, Springfield Central Cultural District.

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SPRINGFIELD — After an extended national search, James Harnsberger has been named associate vice president for Graduate Education, Grants, and Sponsored Research at Springfield College. President Mary-Beth Cooper and Provost and Vice President for Academic Affairs Martha Potvin recently made the announcement.

Harnsberger will join the college on Feb. 15, and will be responsible for elevating the status of graduate education at Springfield College as well as for increasing the college’s capacity to generate and support externally funded grants and sponsored funding.

“In both of these primary responsibilities, his thoughtful approach, his experiences in supporting students and the work of faculty, and his success in managing large contracts and overseas operations will serve him well,” said Potvin.

A linguist and speech scientist with extensive experience in experimental phonetics, forensic acoustics, and clinical applications, Harnsberger comes to Springfield College from the University of New Haven, having previously overseen the launch of an international branch campus as campus dean. His responsibilities included international grants and contracts, program development, and operations, as well as the inaugural Academic Bridge Program for international students at UNH.

Harnsberger earned his doctorate in linguistics from the University of Michigan, where he conducted research on cross-language variation in the perception of non-native speech sounds. Following a post-doctoral fellowship at Indiana University, he served at the Department of Linguistics at the University of Florida, conducting research on the perception of speaker characteristics such age, gender, emotion, dialect, stress, and deception. His research has been published in numerous academic journals and reported in the popular media, including ABC News Primetime, BBC Radio, and Science News.

He has served as a linguistic consultant in numerous criminal and civil cases in the U.S., as well as government agencies including the Federal Bureau of Investigation, the Defense Intelligence Agency, the Office of the Director of National Intelligence, the Defense Academy for Credibility Assessment, the Senate Select Committee on Intelligence, and the House Armed Services Committee.

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BOSTON — VNA Care, a subsidiary of Atrius Health serving more than 50,000 patients each year as Massachusetts’ largest nonprofit home-health and hospice provider, recently welcomed Holly Chaffee as president and CEO.

The appointment of Chaffee, approved by the board of directors in December, was the result of a nationwide search. She replaces Mary Ann O’Connor, who is retiring after a 45-year career in the home-care and hospice industry, including the last five years as president and CEO of VNA Care. VNA Care includes VNA Care Network, VNA of Boston, and VNA Hospice and Palliative Care.

“We are delighted to welcome Holly, whose dedication and vision for providing patients with high-quality, compassionate care was instrumental to her selection as our new CEO. We are confident that VNA Care will continue to be a leader in the level of care that we provide to our communities,” said Rita Advani, chair of the board of directors at VNA Care.

A registered nurse with more than 30 years of experience, Chaffee has distinguished herself as an innovator in enhancing the quality of patient care industry-wide. For the past decade, she has been president and CEO of Porchlight VNA/Home Care, a five-star agency serving communities in Western Mass. She was recently recognized as a 2017 Healthcare Hero by BusinessWest and HCN, specifically being named Health/Wellness Administrator of the year. At Porchlight, a freestanding, not-for-profit organization, she oversaw the full rebranding of a 100-plus-year-old community organization, and a merger that allowed Porchlight to grow into new larger markets.

“I have great admiration for the work VNA Care does with Atrius Health to ensure patients receive the patient-centered care they deserve,” said Chaffee. “As healthcare continues to move into home and ambulatory settings, I look forward to collaborating in our collective mission to provide the right care with kindness and compassion to every person we serve.”

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WARE — To celebrate the holiday season, Country Bank decided to mix things up a bit and have some fun with customers. The Country Bank Honda Pilot was transformed into a ‘Ca$h Cab’ and provided an opportunity for customers and non-customers to take a virtual cab ride with various members from the senior management team. They were asked 10 financial-literacy questions for a chance to win some extra dough.

“This was just a little way for us to show our appreciation to our customers while having some fun and offering financial education. The extra spending money during the holiday season was also very much welcomed by our passengers,” said Shelley Regin, senior vice president of Marketing.

To continue its support of financial education, the bank is launching a new website on Jan. 17 that includes digital financial-literacy modules on a variety of topics, such as savings, retirement, budgeting, investments, mortgages, taxes, insurance, and more. “These modules will provide the knowledge and skills needed to develop stronger financial capability and gain a better understanding of how to use our products and services,” said Jodie Gerulaitis, vice president of Community Relations.

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NORTHAMPTON — The Northampton branch of Family Legacy Partners, led by Karen Curran and Molly Keegan, announced a company name change to Curran and Keegan Financial. The company’s office remains in Northampton.

This name change allows the company to better reflect a personal promise to help guide clients’ financial futures. Karen Curran and Molly Keegan offer a combined 22 years of service as independent financial advisors, sponsor numerous community events, and serve on several local boards. Keegan is chair of the Hadley Select Board, and Curran sits on the boards of Safe Passage and Cooley Dickinson Hospital.

“We have a strong reputation for personal stewardship, and our new name captures our commitment to our clients,” Curran said.

Additionally, the company is beginning its fourth year by adding a new client-services associate, Kori Ferris. Ferris has 12 years of experience in higher education, and she most recently led the Office of Financial Aid at Weill Cornell Medicine. A resident of Greenfield, she joins the company with a focus on helping clients and advisors during the financial-planning and investment process.

“Kori brings a wealth of experience to our office, and she understands that individuals’ financial circumstances are unique,” Keegan said. “Our clients will benefit from our increased capacity.”