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Community Spotlight

The new ownership group at Shaker Bowl

The new ownership group at Shaker Bowl (from left, Paul Thompson, Brendan Greeley, Amy Greeley, Marc Murphy, General Manager Justin Godfrey, Adam Oliveri, Kim Oliveri, Jordan Healy, and Andrew Robb) is making changes to make the facility even more family-friendly.

Gordon Smith became superintendent of schools in East Longmeadow in 2010.

Not long after, the ‘journey,’ as he called it, to build a replacement for the high school built in 1960 began.

It’s a been a long, difficult, often frustrating road, said Smith, who summed up the early years of the long fight and approval process by saying, “we would get close, but we were never invited in.”

Finally, the last of myriad hurdles — a vote of town residents to approve the $180 million school project and another $19 million for the accompanying natatorium — was cleared last November, and Smith’s already busy schedule became even more so, but in a fulfilling, even exhilarating way.

Indeed, he’s part of the building committee that has been finalizing plans for the school, and as he talked with BusinessWest, he was working with the construction company Fontaine Bros. and other parties on plans for the ceremonial start of preparation of the ground for construction of the new high school (that took place on June 17).

While doing all that, Smith has been reflecting on how the project will impact this town of roughly 16,500, starting with a likely rise in that number because of what a new high school means to a community that has all the other ingredients for growth — land; a strong, diverse business community; vibrant neighborhoods; and high quality of life.

“It’s exciting to really shape the future for a number of years,” he said. “This moves the community as a whole forward, and we’ll have a building that’s current in terms of how it not only engages students, but how it engages the community.”

The long-awaited start of work on the new high school is one of many developing stories in East Longmeadow. Plans to construct a large warehouse on the former Package Machinery complex on Shaker Road have been turned down by the Planning Board and are now in litigation. Meanwhile, town leaders are in early-stage work to address concerns about affordable housing stock in the community.

Town Manager Tom Christensen said town leaders are exploring creation of a Center Town District featuring mixed-use development including housing options, such as apartments or townhouses, that would enable more people to come to East Longmeadow, or continue living there, at a time when most new homes being built there come with price tags approaching $1 million.

“This is a desirable community, but most of the housing stock is detached single-family,” Christensen explained. “With the new high school, and thinking about the cost of living, we’re trying to see if an affordable-housing component makes sense in the downtown area, with some kind of density housing.”

Timm Marini, seen here with staff members

Timm Marini, seen here with staff members during a recent employee-appreciation day at HUB, says East Longmeadow has always been desirable, and a new high school will make it even more so.

Several new businesses have opened in the community as well, including a Chase Bank branch in the center of town; a lingerie, bra-fitting, and swimsuit store called Gazebo Too; and Raspberry Records.

There are also new owners (a large group, in fact) of one the town’s older and perhaps better- known institutions, Shaker Bowl, located, as that name suggests, on Shaker Road.

Brendan Greeley, one of those new owners, said the group saw an opportunity to not only continue a more than 60-year-old tradition, but make some needed improvements and additions to make the facility even more family-friendly and more of a destination.

“We came at it like entrepreneurs; we wanted to make the facility better and more accommodating for families and more accommodating for businesses to come in and have their corporate events.”

“We came at it like entrepreneurs; we wanted to make the facility better and more accommodating for families and more accommodating for businesses to come in and have their corporate events,” he said, adding that improvements have included renovations to the party room, new lighting, new bowling software that allows young people to knock down a castle instead of pins, and more. “For kids coming in for a party, there are a lot more options now.”

For this, the latest installment of its Community Spotlight series, BusinessWest turns its lens on East Longmeadow, where many forms of progress and momentum are evident.

 

Classroom for Improvement

As he talked about the high-school project and all that goes into it, Smith said this is more than a generational undertaking. We’re talking about several generations.

“The goal is for this building to last equally as long as the last one,” he said, adding that the facility will be state-of-the-art in every way, especially with regard to technology.

“We think it’s going to be a building that firmly puts East Longmeadow into the 21st century,” he told BusinessWest. “This will be a building that students can come into and use the most current technology available — classrooms designed for how the 21st century student learns, a setting that’s much more interactive. It’s not about a teacher standing in the front of the room and presenting all day; it’s a setting that’s much more conducive to hands-on learning, no matter what the subject matter might be.

“And from a safety standpoint, we won’t have to worry about leaking roofs and power outages and things of that nature,” he went on, adding that there have been many of both during this long fight for a new school.

Plans call for the new school to open its doors for the start of the 2026-27 school year, said Smith, who, like others we spoke with, said the impact of the new facility should be felt long before that.

Indeed, in many respects, a modern high school has been the one ingredient missing from a community that has a lot of other things going for it, including land on which to build new homes and businesses and a large commercial base that has helped keep residential tax rates lower than in surrounding communities like Longmeadow and Wilbraham.

“With that investment in a new high school, I think you’re going to see more families moving into town,” said Timm Marini, president of Personal Lines Insurance at HUB International New England, which has an office on Shaker Road near the center of town. “The new schools really draw people — young people — which is what we need.

“We’ve seen several other area communities make investments in new high schools,” he said, listing Longmeadow, Wilbraham, West Springfield, and others. “East Longmeadow is a little behind the times in that respect, but now, town residents are putting their money where their mouth is, and it will benefit the community.”

Christensen, who grew up in town, returned to it several years ago, and then took an intriguing route to his current post — moving from deputy director of the Department of Public Works to deputy town manager to town manager — noted that the strong vote in favor of the debt exclusion (nearly 70%) spoke volumes about the need for the project and its importance to the community.

“The ‘yes’ votes were an indication that this could really jump-start our community,” he said, adding that while the town has recorded both residential and commercial growth over the past few decades, there is certainly room for more.

Indeed, there are two subdivisions (one with 23 lots, the other with 15) now in development, and there is ample land for more, he said.

But there are other needs in the community, he went on, noting that, like many communities in this region, there is a growing need for housing options, especially inventory that would fall into the ‘affordable’ category.

This need has led to ongoing efforts to create that aforementioned Center Town District, a mixed-use development with an affordable-housing component.

Christensen said the goal will be to create this district in the downtown area — not the surrounding residential neighborhoods — on commercially zoned property and parcels in need of redevelopment.

“We have some people in town who may not be able to afford to stay in their home, but want to stay in town, so it’s incumbent on us to provide an option,” he explained, adding that town leaders have engaged the public in the process, asking them what they want and don’t want from such an initiative.

 

Enthusiasm to Spare

Greeley told BusinessWest that, while he didn’t grow up in East Longmeadow, he spent plenty of time at the bowling alley on Shaker Road.

“I remember Thanksgiving and Easter … my family would get together, and we would always go bowling,” he said, adding that he has many fond memories from what can only be called a landmark.

And it is a desire to create memories for some new generations of area residents that prompted a group of investors (including Greeley’s wife, Amy) to acquire the bowling alley when it came on the market roughly a year ago.

Tom Christensen

Tom Christensen says a desire for housing options in the community has inspired efforts to create a Town Center District with an affordable-housing option.

Retelling the story, Greeley said he and Adam Oliveri, a close friend and over-30 hockey teammate, were looking for businesses to buy and, while driving by Shaker Bowl one day, brought it to the top of their list of prospectives. The owner wasn’t interested in selling, however, so they started looking in other directions, only to return to their original target when it eventually came on the market in early 2023.

They added partners to the group and closed that summer. Since then, they’ve been making improvements aimed at taking advantage of steady — and, by most estimates, growing — interest in bowling, while also making the facility a destination for all kinds of functions.

From September through April, leagues bowl there every day of the week, he explained, adding that league bowlers don’t take all 28 lanes, but they do provide a strong, steady source of revenue. Meanwhile, beyond the leagues, interest is strong among all age groups.

Shaker Bowl is part of a business community that is, as noted earlier, large and diverse, featuring everything from a solid mix of restaurants to a full roster of banks, with Chase being only the latest; from service businesses like HUB to a large number of distribution and manufacturing facilities in the town’s large industrial park.

There are many intriguing stories of entrepreneurship, including the Coating House, a 44-year-old business owned in recent years by Kim Casineau, who has written an inspiring story of growth, diversification, and giving back.

The company manufactures specialized coated and uncoated fasteners and fittings for several sectors, including industrial, medical devices, aerospace, automotive, and the military. But that’s just part of the story.

Indeed, Casineau, who benefited from services provided by the YWCA of Western Massachusetts earlier in her life, has committed herself to giving back not only to that agency (she currently serves as its board president), but also the young women it serves.

Working with board member Dawn Rodgers and YWCA staff, Casineau is part of an effort to implement a new educational program with high-school students called Healthy Empowering Relationships and Education. She’s also working to provide women served by the YWCA with mentoring and, eventually, job opportunities.

“I purchased this company with the intention of growing it and offering job opportunities to the women who are residents at, and receive services from, the YWCA, because I thought I could offer them entry-level jobs and mentorship at a safe place that is welcoming,” she said, adding that the mentoring initiatives and job opportunities remain a work in progress. “I want to offer them a place to learn and grow and feel safe.”

Overall, East Longmeadow is business-friendly, said Grace Barone, executive director of the East of the River Five Town Chamber of Commerce, which counts East Longmeadow among the five communities it represents.

She noted that, with the arrival of Christensen and Rebecca Lisi, deputy town manager, there are now stronger lines of communication between Town Hall and the business community, which brings benefits for both sides.

“They’re fantastic, they’re out in the community, they’re listening to what the members need, and they’re engaging with them,” she told BusinessWest. “It’s very refreshing, and it’s great to work with them.”

Like Marini and others we spoke with, Barone said East Longmeadow boasts a strong location, near Springfield, but also Connecticut, Longmeadow, Wilbraham, and other vibrant communities, making it an attractive address for restaurants and certainly banks, but also retail outlets.

“We’ve had several ribbon cuttings,” she said, listing Gazebo Too, on North Main Street, and Raspberry Records, on Shaker Road, among them. “A business might go out, but you see new businesses coming in right away to fill those spots, and that’s very exciting.”

Features Travel and Tourism

Funding Drive

Regional public transit plays a vital role in communities across Massachusetts, but the current funding approach is fragmented, unfair to those living in rural areas, and unable to fully meet the needs of residents statewide, according to a report released by the Health Foundation of Central Massachusetts and the Quaboag Connector.

Research support was provided by the Center for State Policy Analysis at Tufts University, which examined the operational funding landscape for regional transportation providers, including the “patchwork” of 15 regional transit authorities (RTAs) that offer fixed-route and on-demand bus and shuttle service to millions of residents living outside of Greater Boston, which is served by the Massachusetts Bay Transportation Authority (MBTA).

Regional public transit connects people to jobs, healthcare, education and many other daily activities and is a lifeline to those who cannot afford a car, choose not to own one, or cannot drive.

“Where residents live in Massachusetts should not determine their mobility or access to opportunity.”

The report found that the funding mechanism for RTAs lacks transparency, is overly reliant on local contributions relative to the MBTA, and does not adequately account for issues of regional, rural, or economic equity. It argues that a sustainable funding model is necessary to improve the efficacy and fairness of the transit system as a whole and to fill gaps in the current system.

“We must do more to eliminate transportation deserts and to ensure that urban and rural regions alike have access to public transit, not only within each region, but across a more connected system across the state,” said Dr. Amie Shei, president and CEO of the Health Foundation of Central Massachusetts. “Transportation is a public good, and we must invest in it today so we can achieve the Commonwealth’s climate, economic-development, health, and housing goals of tomorrow.”

RTAs are more reliant on local contributions from the communities they serve than the MBTA system — about 20% versus just 8% to cover operating expenses. Setting aside any federal dollars, the gap is even wider, with 32% of the RTA system funded by local contributions versus 12% of the MBTA. In rural parts of the state, where the tax base is limited, these contributions amount to a significant financial burden for local municipalities and taxpayers.

The study was commissioned by the Quaboag Connector, a micro-transit initiative serving 10 rural communities west of Worcester and funded through a Synergy Initiative grant from the Health Foundation of Central Massachusetts. The Quaboag Connector, led by the Quaboag Valley Community Development Corp. and the town of Ware, has provided more than 66,000 rides over the past several years, serving as a lifeline for local residents.

“Where residents live in Massachusetts should not determine their mobility or access to opportunity,” said Melissa Fales, executive director of the Quaboag Valley Community Development Corp. “This report underscores the critical need to incentivize connectivity across RTA service areas, particularly in rural areas, and to identify dedicated funding streams to support independent micro-transit efforts that are working to fill gaps across the Commonwealth.”

Advocates for transportation equity have called for increased state funding to support RTA operating expenses. “Providing accessible, affordable transportation to rural communities can have transformative impacts on community health, but there is currently no funding mechanism that incentivizes large-scale development of these programs or supports them sustainably in the long run,” said Jen Healy, Quaboag Connector program manager.

The report notes that, in addition to more funding, which should be based on publicly shared principles and stable funding over time, the distribution of funding across the RTA network should be reassessed, along with the incentives to expand service by RTAs or independent transit providers to underserved populations.

“Given how important regional transit is for mobility and economic opportunity around the state, there’s tremendous value in thinking about how best to support RTAs and other innovative players,” said Evan Horowitz, executive director of the Center for State Policy Analysis.  “The funding-by-inertia process we’ve got really isn’t up to the task.”

The report, titled “Regional Transit in Massachusetts: Where We Are and Where We Need to Go,” is available online at www.rideconnector.org/report.

“This report highlights the need for sustainable funding for regional transit and robust, coordinated planning to better provide transportation options for residents, particularly in rural areas,” said Pete Wilson, senior policy director of Transportation for Massachusetts, a statewide coalition focused on improving the Commonwealth’s transportation systems.  “Implementing the recommendations of this report will increase regional equity and sustainability for access to public transportation for all residents.”

 

Cover Story Features

Staying True to Their Routes

 

Melissa and Peter A. Picknelly (far left and right) with fourth-generation company leaders

Melissa and Peter A. Picknelly (far left and right) with fourth-generation company leaders Lauryn Picknelly-DuBois, Alyssa Picknelly-Dube, and Peter B. Picknelly. (Staff Photo)

The past five years have brought a raft of challeges to the world of tourism and transportation.

The biggest one? Survival.

“The worldwide pandemic was tough on our industry, and many other industries,” Peter A. Picknelly, chairman and CEO of Peter Pan Bus Lines, told BusinessWest. “For three years, we had the government using our tax dollars to tell people not to use our service.”

There’s a bit of edge in his voice as he brings up topics like shutting down travel, and then restrictions like social distancing that accompanied its gradual return.

“But we survived, and we’re thriving now. We’ve invested $25 million in new equipment in the last couple of years. We’re modernizing our fleet, which is what our consumer wants; they want a nice, clean, modern bus. And we’re continuing to expand our route structure,” he said, noting that Peter Pan serves about 100 locations in the Northeast and Mid-Atlantic states.

“We listen to our customers — where they want to go — and we expand where it makes sense. We recently expanded to Newark, New Jersey, and a suburb right outside of Baltimore called White Marsh. And we’ve added service on Cape Cod. We’re always looking at new areas.”

But the company is also looking to the future in other ways, most notably some emerging leadership from the fourth generation of this family business launched by Picknelly’s grandfather in 1933.

“You just don’t see workers commuting to work, and if they do, they’re not working Mondays and Fridays. I mean, the full-time office worker is just not rebounding. It’s better than it was, and it will eventually come back, I think, but some businesses are just going to thrive on people that work remotely.”

“I kind of grew up just learning from him and wanting to work here,” said Peter B. Picknelly, one of three children of Peter A. and Melissa Picknelly (the company’s vice president) now working at Peter Pan. A fourth is still in college and mulling career goals.

“I had no doubt in my mind that this is what I wanted to do,” added the younger Peter, who is the company’s director of Safety & Security. “I grew up going to school and trying to better myself so I could then come into the business. That’s what I always wanted to do.”

That’s a story his father can relate to. “I’m the third generation; Peter and his sisters are the fourth,” he said. “But I never forced them into it. When I grew up, some kids wanted to be baseball players or football players. All I wanted to do was follow my father and grandfather. And I can’t tell you how proud I am that our kids chose to do that — but it was their decision.”

Peter A. Picknelly

Peter A. Picknelly, standing before some portraits of his predecessors, says there are very few family-owned bus companies in the U.S. today.
Staff Photo

Other fourth-generation leaders at Peter Pan include Lauryn Picknelly-DuBois, who was promoted two years ago to controller, and Alyssa Picknelly-Dube, who is involved with the Maintenance division. (A fourth child is still in college and mulling career goals.)

“There are very few family-operated bus companies in the United States anymore,” their father said. “Here, the fourth generation is already set, and they’re still in their 20s. I think it assures our employees and our customers that we will be around for a long time. They are doing an amazing job.”

 

All Aboard

They’re doing it at a time when public-transportation demographics might be changing, but bus travel clearly remains important.

Peter Pan specializes in travel that’s longer than a typical work commute, but within 200 miles — a distance that can be covered as quickly as flying, once the airport time is factored in, the senior Picknelly explained.

These days, most travelers are between 18 and 35 years old or over 50, he added. “They may have an automobile, but the bus is more affordable. We go city center to city center. And parking can be extremely expensive in some areas, and hard to find.”

He added that the pandemic hit the work-commuter customer base hard, and it’s still struggling, at around 60% of pre-pandemic volume.

“You just don’t see workers commuting to work, and if they do, they’re not working Mondays and Fridays. I mean, the full-time office worker is just not rebounding. It’s better than it was, and it will eventually come back, I think, but some businesses are just going to thrive on people that work remotely.”

That said, the longer-distance service — say, Boston to New York or New York to Philadelphia — is booming, especially as gas prices have remained high and cities have gone to congestion pricing.

And gas prices do make a difference, he added. “You can instantly see it when gas prices go up. Our cost of operation goes up when fuel goes up — it’s our third-largest cost. But it’s outweighed by the fact that more people seek an alternative. When fuel hits $3, $4 a gallon, you can see an instant surge.”

That said, today’s buses are much more fuel-efficient, Picknelly said, and feature an anti-idling function that shuts them off when they idle at a gate or while parked for more than five minutes (but not while in traffic).

“There are situations when the idling won’t turn off — say it’s middle of winter and it’s freezing, and you want to heat up a little bit. That will override the five-minute idle shutdown,” Peter B. Picknelly said. “Same thing if it’s too hot — to keep the bus cool, it’ll override it.”

Other features of a modern bus include better-designed seats, video and Wi-Fi, and cameras that capture a 360-degree view of the bus for safety purposes.

Peter B. Picknelly

Peter B. Picknelly, director of Safety & Security, is one of three fourth-generation family members so far to have chosen Peter Pan as a career.
Staff Photo

As for those who drive the buses — the current fleet is about 200 vehicles — the younger Picknelly said the workforce crunch was severe a couple of years ago, but hiring has picked up considerably since. “We get a lot of applications every single day, so we’re able to be a little bit more picky when it comes to the driver force.”

His father noted that hiring is easier in some areas than in others. “We’re constantly hiring. But while Cape Cod and Boston are difficult locations, with our driver forces in New York and D.C., we have plenty of applications.”

Peter Pan has been receiving more applications these days from younger people, and the company has brought on employees in the process of getting their commercial driver’s license, and even reimbursed them for it.

“It’s a very good job if you like to drive and you want to deal with people,” Picknelly said. “Our drivers choose what routes they want to operate and when they want to work. Our position is, if you like doing what you want to do, you’re going to do a better job.

“But you’ve got to like to drive, and you’ve got to like to deal with people,” he added. “We can train just about anybody to drive a bus. But you can’t train someone to have good customer-service skills. And wanting to drive is just something you’ve got to have a passion for. Because that’s what we do.”

The younger Picknelly agreed. “It’s good getting these young people on board because most of the time they’re pretty loyal, and they want to stick with the company for a long time. We have people who have been here for so long because they came on when they were younger and were extremely loyal to the company, and that’s what we’re hoping to get now.”

 

Shifting Gears

Looking to the future, Peter Pan continues to find more ways to be the transportation mode of choice for its customers, especially younger riders, and that means making their travel plans easier.

To that end, the company recently announced a new strategic partnership with Trailways, extending its network of destinations, as well as a strategic alliance with Amtrak.

“So you can take a train somewhere, and then they’ll connect to a bus, and we can take you right to the city center,” Peter A. Picknelly said, and from there, rideshares can take over. “We’re also forming alliances with Ubers and Lyfts where you can coordinate being picked up wherever we drop you off, and instantly getting in an Uber and taking it to your final destination. Because of this coordination, more and more people are saying they don’t need to drive, particularly young people that live in the big city.”

“We can train just about anybody to drive a bus. But you can’t train someone to have good customer-service skills. And wanting to drive is just something you’ve got to have a passion for.”

Statistics bear that trend out. Last year, driver’s license applications actually went down, reversing a 50-year upward trend, he noted.

“It’s so convenient. If you go to Europe, taking public transportation is always involved, and you’re seeing more of that here. It’s way more convenient, and with the amenities in the vehicle, you can work or entertain yourself while you’re traveling. You can’t do that when you’re driving.”

Peter Pan also maintains a model of managing terminals — another one of Peter B. Picknelly’s roles — in its destination cities, with amenities like food, restrooms, a service counter, and a pickup area, instead of the model of picking up and dropping off on unattended corners.

“We don’t like picking up on a street corner like some of these other bus companies,” Peter B. added. “We like going into a terminal or a specific designated area, so they can have that one-on-one personal experience with our employees if they have an issue or have any questions or concerns. We’re a customer-driven business, so we like pleasing the customers.”

About 15% of Peter Pan’s business, meanwhile, is charter service to destinations not on the regular route plan.

“Charters are very big, and in the summer, it picks up a lot. There are people who go out to Saratoga Race Course on the weekend; that’s a very popular place. We’ll take them wherever.”

One shift that occurred over the pandemic years has been a move toward online booking, his father added.

“Prior to COVID, about 50% of our riders would buy their ticket a half-hour before departure, in person. Now, 90% of our sales now are in advance. Most people are booking within three days of their trip, online.”

But, as mentioned up top, the biggest story of the pandemic for Peter Pan was … well, simply surviving it, and coming out stronger on the other side, with plans for the future and a band of 20-something Picknellys ready to evolve into stronger leadership roles.

“We’re really proud of all of our staff,” their father said. “Listen, 40% of all bus companies didn’t make it through the pandemic. We did, and we’re thriving. We’ve had to change our focus on longer-distance trips, less commuter-related, more group travel, but we’re doing well.”

Peter B. Picknelly agreed. “In hindsight, COVID was horrible, but it made us think about how we could run things differently here, and it’s been beneficial.”

Features Special Coverage

At a Tipping Point

Paul Kozub with his children

Paul Kozub with his children, from left, Weston, Ela, Augustin, and Vincent, at the distillery in Kamien, Poland, that he acquired in 2019.

When asked about all that has changed since he first started finalizing plans for creating his own vodka label 20 years ago, Paul Kozub chose to start with the personal side of his life.

“Back then, I was a single guy living alone with not many cares in the world; now, I’m married with four kids under the age of 10,” he said, adding that this reality explains why he only visits the distillery he owns in Poland maybe once a year instead of three or four times, as he did earlier, and why he presides over maybe 20 in-store tastings a year instead of the 50 or 60 he was averaging a few years ago.

As for the business side of the equation, there have been equally significant changes. He started with one flavor in one region of the Bay State, the 413. Now, there are 10 flavors, including a lemon that changes colors and a hugely popular double espresso. And they are now available in eight states — the six New England states as well as New Jersey and Texas — although they can be shipped almost anywhere, as we’ll see.

And there’s that distillery in Poland, which Kozub now owns a 51% share in. He made that investment in 2019 in a critical step that saw him move from outsourcing production to overseeing (officially if not literally) every step in the process.

And while there have been huge leaps in overall growth — from 700 to 1,000 cases produced and sold per year early on to more than 20,000 today — there have been myriad challenges as well, everything from a global pandemic to the war in Ukraine (the distillery is only a few miles from the border); from huge swings in the cost of getting containers from Poland to the U.S. ($4,200 per shipment to $16,000 back down to $4,200) to the burgeoning cannabis industry (in states where cannabis is legalized, there is an accompanying decline in alcohol sales, Kozub reported).

But while looking back — and then ahead — Kozub chose to focus mostly on what hasn’t changed. The goal, then and now, has been to become a national and then international vodka label, and in some respects, that’s already been accomplished; he does sell some vodka in Poland, but not much, as V-One’s prices are higher than other brands because of how it’s made.

And while the original goal was to make a living selling vodka, something he could do when he was selling 1,000 cases a year, the overriding ambition has been to continually grow the label by taking it to more markets in more states and, eventually, more countries.

While that hasn’t changed either, this desire to grow has morphed into a critical need — because of that distillery and the importance of keeping it busy.

Kozub summed it all up directly, and poignantly.

“For me, V-One is at a crucial tipping point,” he explained. “We’re either going to stay small — a Massachusetts, Connecticut, Rhode Island business — or we’re going to get bigger, and a lot bigger, as a national brand or even an international brand.

“For me, V-One is at a crucial tipping point. We’re either going to stay small — a Massachusetts, Connecticut, Rhode Island business — or we’re going to get bigger, and a lot bigger, as a national brand or even an international brand.”

“And the decision has kind of been made for me because of the distillery purchase — the capacity that facility has and the need to keep it busy on a daily basis, which it is not right now,” he went on, adding that, with this decision — and a subsequent capital raise involving local investors — Kozub is moving forward aggressively with plans to more than double his current sales force and move into more states, starting with Florida, then New York, then other states on the East Coast.

It’s an intriguing next chapter in a story that has featured a number of plot twists and turns but a continued focus on the proverbial big picture and how to make it become reality.

V-One now boasts 10 flavors

V-One now boasts 10 flavors, and Paul Kozub hints that more additions to the lineup may be coming soon.
(Photo courtesy of Chris Marion)

For this issue, BusinessWest talked at length with Kozub about the latest, quite significant adjustments to the V-One business plan and how they provide more proof — yes, that’s an industry term — of how those original plans haven’t exactly changed. They’ve just been supersized.

 

Proof Positive

By now, most people around here know at least the basics of the V-One story.

With a small, $6,000 inheritance from an uncle and some entrepreneurial vigor that ran in the family (his father started Janlynn Corp.), Kozub put aside a career in banking — he was a commercial lender with TD Bank — to fulfill a long-held dream to launch his own vodka label.

That was in 2005. He started with a small still in his basement and soon made his way to Poland to meet with a world-renowned vodka expert for advice, but also inspiration. He made the critical decision to become the first producer of vodka made exclusively from organic spelt wheat (most other vodkas are made from corn).

Over the next 19 years, V-One has grown and evolved, adding new flavors, winning several awards, expanding its reach across New England and beyond, and increasing the number of cases sold each year. Along the way, there have been several milestones — from the opening of V-One’s world headquarters in the former St. John’s Church on Route 9 in Hadley to a rebranding that saw a new look to the bottles, to the acquisition and subsequent expansion of the distillery in Kamien, Poland, a multi-million-dollar investment fueled by a desire to take more control of the process.

“I’ll make this analogy … instead of buying milk from the store, we now own the cow. We need to keep the distillery busier, and we need to essentially double the business that we’re doing now.”

BusinessWest has chronicled the story, and along the way, Kozub has earned two of the magazine’s awards — inclusion in the inaugural 40 Under Forty class of 2007, then being named the magazine’s Top Entrepreneur for 2016.

As he noted at the top, he now has four young children — “life has gotten a little more complicated” — so that means fewer trips to Poland, although he was recently there for some end-of-fiscal-year matters, and more Zoom calls with his master distiller there.

“He has things handled pretty well as far as production goes, so I don’t need to go as much as I used to,” Kozub said, noting, again, that the critical to keep that distillery busy — at optimum output, the facility could increase production 10-fold — has prompted the latest adjustments to the business plan, capital raise, and plans to aggressively move into other states.

Paul Kozub says the need to keep the distillery in Poland busy

Paul Kozub says the need to keep the distillery in Poland busy — busier than it is now — is fueling the company’s aggressive plans for continued growth.

“Before, it was a case of wanting to grow; now, it’s kind of like we have to grow,” he told BusinessWest. “I’ll make this analogy … instead of buying milk from the store, we now own the cow. We need to keep the distillery busier, and we need to essentially double the business that we’re doing now.”

Elaborating, he said he has no real desire to produce other vodka labels in Kamien, only V-One. Which means producing more of it.

“And to do that, we need to put more people, more salespeople, on the street, and tell the V-One story,” he said, adding that this need to hire and ratchet up marketing efforts — although the company still relies heavily on social media — was the impetus for the recent capital raise.

“My next goal is to get V-One in at least five more states in the next 12 to 24 months,” he said, adding that Florida will be the next target.

 

Entrepreneurial Spirit

The Sunshine State should be a natural next step, Kozub went on, noting that, while consumption of vodka in Poland is higher during the colder months of the year — primarily because people there drink it straight — in the U.S., vodka is generally mixed with other ingredients that are put over ice, making it a warmer-weather choice.

“A place like Florida has great, year-round weather for vodka drinking,” he said. “And there’s obviously a lot of vacationing, a lot of people by the pool. You really don’t want to drink heavy drinks when you’re by the pool; you want lighter drinks like a vodka soda or mojito.”

As he noted earlier, entering new states and new markets is difficult — and expensive. With immense competition in the vodka aisle, there is a strong need to build brand awareness and gain a foothold. And this requires boots on the ground, he said, adding that, while V-One works with distributors, those large companies represent literally thousands of different labels.

“You have distributors in each market, but you also want to have someone talking to those bars and restaurants and liquor stores,” he told BusinessWest. “You need to have someone else telling the story because these distributors are selling 3,000, 4,000, maybe 5,000 other items, and they’re pushing the big brands, so the smaller brands just get left by the wayside.

“So you have to put someone in each market to tell your story,” he went on, adding that he is looking to bring on several additional salespeople in the coming months to do this storytelling.

While Florida is the next primary target, the goal, as he mentioned, is to be in a handful of other states within the next year or two.

New York is another primary target, he said, adding that the plan after making some headway in that all-important state is to move down the East Coast, perhaps into Virginia, Delaware, and North and South Carolina.

“We want to keep things on this side of the country for now,” he said, adding that the ability to ship products to different states (35 of them at present) enables V-One to expand its presence in that fashion. It’s a small but nonetheless meaningful arrow in the quiver, but one that is growing steadily and has potential to continue the growth trajectory.

Overall, expansion into a new state comes with a price tag of $100,000 to $250,000 for marketing, additional salespeople, and other expenses, he said, adding that this is just part of the cost of doing business.

And it’s a critical aspect of being at this important tipping point for V-One, as Kozub called it. As he noted, the company has progressed from wanting to grow to needing to grow.

“For me, it’s time to take that next big step,” he said, adding that he’s approaching this next phase for his company the way he has all those that have come before it — with a focus on that original dream of creating a vodka label and then taking it around the world.

Community Spotlight

Community Spotlight

Shakespeare & Company’s 33-acre campus in Lenox is open to the public for picnics and exploration of its grounds.

Shakespeare & Company’s 33-acre campus in Lenox is open to the public for picnics and exploration of its grounds.

Becky Piccolo says the Olde Heritage Tavern is the ‘Cheers’ of Lenox.

It’s a place where … well, most everyone knows your name. Indeed, while it’s a popular hangout for locals, those in town for a concert at Tanglewood, a play at Shakespeare & Company, or a massage at one of the spas might well stop in for a burger and a brew as well.

“It’s a gathering place for all the locals,” she said of the tavern, which has been called both a second home for area residents and a home away from home. “It’s really a big family and a big part of the community; it’s way more than just a bar.”

Piccolo and her sister, Rachel, have been managing the tavern for more than 20 years now, but through a series of transactions and changes in ownership, including a time when the U.S. government took possession (we’ll get into all that later), they can now call the establishment theirs.

“The Airbnb phenomenon has certainly impacted us, as it has almost every community in the States and overseas as well. A lot of the modest homes have been purchased by owner/investors that have crowded out the younger families and empty-nest households perhaps looking to downsize to more modest homes.”

And when asked what might change with this latest change in ownership, Piccolo was proud to say, “nothing, really — we’re just going to keep doing what we’ve always done.”

This is certainly good news for the town and its business community, and this change of ownership at the tavern is just one of many developing stories in this community of 5,000 people that is perhaps the tourist mecca in a region built largely on tourism.

Other stories include, on the municipal side, movement toward a new public-safety facility and new wastewater treatment plant, and, perhaps most importantly, steps forward in the development of two new housing projects, which will, according to Select Board member Marybeth Mitts, make a meaningful dent in what has become a serious shortage of affordable housing.

That’s a problem common to communities of all sizes and across Western Mass., said Mitts, adding that it is perhaps even more acute in Lenox because of its wealth of tourism and wellness facilities and an accompanying trend that has seen many properties in — or close to — the ‘affordable’ category converted to Airbnbs.

“The Airbnb phenomenon has certainly impacted us, as it has almost every community in the States and overseas as well,” she noted. “A lot of the modest homes have been purchased by owner/investors that have crowded out the younger families and empty-nest households perhaps looking to downsize to more modest homes.”

Lenox at a glance

Year Incorporated: 1767
Population: 5,095
Area: 21.7 square miles
County: Berkshire
Residential Tax Rate: $9.07
Commercial Tax Rate: $12.85
Median Household Income: $85,581
Median Family Income: $111,413
Type of Government: Select Board, Open Town Meeting
Largest Employers: Canyon Ranch, Boston Symphony Orchestra, Kimball Farms
* Latest information available

This development, and the overall lack of affordable housing, has many side effects and has made it even more difficult for the town’s rich stock of restaurants and tourist attractions to find enough help, said Mitts, adding that many restaurants are able to open maybe five days a week instead or six or seven because of staffing issues.

“It has impacted the ability of our village shops and eateries to have the summer staffs that they’ve enjoyed the past several decades,” Mitts explained. “Kids grow up, and they start busing in the restaurants and working in the local retail establishments in the summertime to help with seasonal employment needs. And now, those kids are becoming fewer and far between, and it’s harder for those restaurants to be open seven days a week in the summer because they just don’t have the staff.”

The two new housing projects — a 65-unit, mixed-income development that should break ground in the next 90 days, and a 68-unit project in the earlier stages of development — should bring some relief, but more new housing is needed.

Meanwhile, on the business side, Lenox continues the process of making a full recovery from COVID. The pandemic obviously hit this community hard, and in the years immediately after the height of COVID, when people could go back out and do things, many took their time getting back into that rhythm.

But Piccolo said the town is primed for a big year in 2024.

“Lenox has been hopping; last year was a great year, and Tanglewood’s lineup for this year looks even better,” she said. “I think this summer is going to be a record-breaking summer.”

Jaclyn Stevenson, director of Marketing & Communications for Shakespeare & Company, was similarly optimistic.

A member of the Lenox Cultural District, she said the community’s many attractions are working together — perhaps more than ever before — to promote the sum of all that’s going on (the busy season started Memorial Day weekend, builds through the summer, and peaks in August) and generate some intrigue.

“The cultural organizations in Lenox, including some of the retail spaces, have been working together more than they have in previous years,” she said, citing as reasons everything from the pandemic to turnover, both in Town Hall and in those retail spaces. “That spirit of collaboration is starting to come back.”

For this, the latest installment of its Community Spotlight series, BusinessWest turns its lens on Lenox, a community that continues to build on its long legacy of being a true destination community.

 

At Home with the Idea

Mitts isn’t from Lenox — she was born in Hartford, Conn. and subsequently lived in many different places, from Washington, D.C. to Detroit to Manchester, Conn., and then back to West Hartford — but came to this picturesque community just south of Pittsfield in 2001 and has raised a family here.

While doing so, she’s made a point of getting involved. Indeed, in addition to serving on the Select Board, she’s been involved with the Cultural Council and was, until recently, chair of the Affordable Housing Trust, and is currently running for state representative as an independent.

Marybeth Mitts

Marybeth Mitts

“We have a pretty robust rooms and meals tax here in town that keeps us very well-situated so that we can maintain a consistently conservative tax rate.”

She said the town’s business community is top-heavy with tourism and wellness institutions, including anchors such as Canyon Ranch; the Miraval Berkshires Resort & Spa (formerly Cranwell Resort); the Mount (Edith Wharton’s home); Tanglewood, the summer home of the Boston Symphony Orchestra; the Mass Audubon Pleasant Valley Wildlife Sanctuary; Shakespeare & Company; and many others.

“We have a pretty robust rooms and meals tax here in town that keeps us very well-situated so that we can maintain a consistently conservative tax rate,” Mitts noted. “We’re able to stick to the Proposition 2½ restrictions, and we’ve never had to go for an override; we’re not anywhere near our tax limit.”

This strong fiscal balance sheet will be a real asset as the town faces some needed infrastructure projects, she said, starting with a new, $25 million public-safety facility she described as “hugely necessary.”

“That’s because our Police Department is located in the basement of our town hall, and our fire trucks constantly have to be modified to fit our inadequate and tiny fire station,” she said, adding that a new facility that will bring both departments together will be built at the corner of Housatonic Street and Route 7, a somewhat central location outside the village center.

Also planned is a new wastewater-treatment plant, she said, adding that this project, with a projected $40 million price tag, is due to commence over the next 12 to 18 months.

Another huge issue for the community is housing, Mitts said, adding that there was already a shortage before the Airbnb crush made things considerably worse.

Indeed, she said many modestly priced smaller homes and also several multi-family homes have been converted into Airbnbs.

“Some of the two- and four-unit homes that had either smaller families in them or people who want to stay in town but don’t have large families anymore have been converted to Airbnbs,” she said. “I know specifically of the case of a fourplex that was purchased; there were two small families and two individuals who were living in apartments in this fourplex, and they were essentially evicted so that this person could rehab it and turn it four Airbnbs and charge $3,000 a month for those units.

“One of those individuals was someone who worked in the arts in town and was able to affordably live in town and maintain their livelihood,” she went on. “But now, the need to pay an additional amount of rent and try to find an affordable rental unit … it’s become difficult to impossible, and other people who were essentially evicted and had children in the school district were now looking for places to live so their children could stay in the school district, and I believe one of them wound up living with their mother in another town because they couldn’t find a place to live.”

There are many similar stories, Mitts said, adding that the planned new housing developments — that 65-unit project, to be called Brushwood Farms, and the 68-unit complex currently working its way through the funding and approval processes — may enable more young families to come to Lenox and more empty nesters to stay.

“If that project gets approved, we’ll be adding 133 units to our affordable rental housing stock,” she said, adding that eight of the Brushwood Farms units will be for families, with three bedrooms, in addition to 28 two-bedroom units and the rest with one bedroom.

 

Bar None

Tracing her long history at the Olde Heritage Tavern, Becky Piccolo said she has managed it for several different owners.

That includes John McNinch, who acquired it in 2000 and later sold it to FTX digital bitcoin magnate Ryan Salame, who would eventually enter guilty pleas on two criminal counts — making an estimated $24 million in unlawful political contributions and conspiring to operate an unlicensed money-transmitting business.

As fallout from those charges, the U.S. Marshals Service took possession of the 12 Housatonic St. property, as well as some other properties Salame owned in Lenox, and Piccolo essentially managed the tavern for the federal government while it arranged an auction.

“We’re operating normally; it’s business as usual, the staff is happy, so it’s ‘keep on trucking’ here,” she told the Berkshire Eagle the day after the U.S. Marshals Service took possession.

And those same sentiments apply today, after Annie Selke, serial entrepreneur and founder of the Annie Selke Companies, prevailed at that aforementioned auction in April and in turn sold the tavern to the Piccolo sisters.

Indeed, when asked what it felt like to own the landmark instead of managing it for someone else, including the government, Piccolo said, “I run it the same. It’s just kind of like who I am; I’ve been here for so long.

“It’s a huge part of my life, and it continues,” she went on. “It’s like nothing changes; it’s like I never skipped a beat.”

Elaborating on what she said earlier, Piccolo said she is planning just a few small changes, but is largely invoking the ‘if it ain’t broke, don’t fix it’ philosophy, and in most all respects, the tavern isn’t broken.

Instead, it has grown from being purely a place for locals — a dive bar, by many accounts — to a destination for those coming to Lenox to take in its many attractions.

That list includes Shakespeare & Company, which has an intriguing season planned for 2024. It includes a few traditional Shakespeare plays — The Comedy of Errors and The Winter’s Tale (in this case, an ‘enhanced reading.’ But it also features other offerings, including a world premiere of The Islanders, starting July 25; a regional premiere of Flight of the Monarch, described as a “darkly comic play that explores how siblings’ lives are intertwined”; the world premiere of Three Tall Persian Women, a “comedic and touching play about generational differences, grief, control, and learning to let go, but more than anything it’s a love story to immigrant mothers”; and Shake It Up: A Shakespeare Cabaret.

That eclectic lineup is part of what should be another summer and early fall of building more momentum in Lenox, said Stevenson, who returned to that notion of collaboration among the tourism institutions at this pivotal time for the community.

“We do a lot of art walks, art weeks, and music; Lenox loves music. These are things that happen year-round and are held at different locations, different venues, year to year,” she said, adding that Shakespeare & Company recently staged a Community Day (an open house of sorts with events that also showcased area nonprofits), and other venues have staged similar gatherings.

Collectively, they build not only awareness, but a sense of community, hence the name, said Stevenson, adding that the cultural district works to call attention to all different kinds of artists, promote diversity in the arts, and, in general, celebrate and promote the community’s rich inventory of restaurants and things to do.

Community Spotlight

Community Spotlight

Molly Keegan

Molly Keegan says the Route 9 project is just one of many ongoing issues in Hadley.

 

There is no official countdown clock on the massive project to widen and reconstruct roughly 2.5 miles of Route 9 in Hadley.

But there might as well be.

Indeed, many business owners and residents alike are counting down the months, weeks, and days until this important undertaking, launched in 2021, is in the books; April 2026 is the projected date. Everyone agrees that, when finished, the project will be well worth the trouble and inconvenience it is creating. But getting there … well, that is an ongoing challenge and topic of frustration for many.

“Yes, it’s a disruption, especially for some of the businesses along Route 9 that have had more disruption to date than others,” said Molly Keegan, a principal with Curran & Keegan Financial, a Select Board member in town and one of the driving forces behind the creation of the Hadley Business Council. “But, ultimately, I think it’s really going to serve the business community well once it’s completed.”

The Route 9 project is one of many ongoing issues in this community of just over 5,000 people, said Keegan and Town Administrator Carolyn Brennan. Others include a growing need for a full-time planner, the advancement of plans for a new Department of Public Works facility, and ongoing work to maintain the town’s dikes, a costly but necessary initiative.

But it’s a housing problem — which mirrors what’s happening in many other communities but is perhaps more acute because of the surging cost of real estate in Hadley — that has perhaps taken center stage, Brennan said.

“Ultimately, I think it’s really going to serve the business community well once it’s completed.”

As in many other communities, she noted, a shortage of affordable housing is certainly impacting seniors and young families. The former want to stay in town but don’t have any place to go except the large homes they no longer want or need, and the latter are finding it increasingly difficult to come to Hadley because there is very little that they can afford.

“If you do any search on housing in Hadley, at any given time, there’s maybe five or six houses, and they’re extremely expensive,” Brennan said. “There are a lot of parents who have raised their kids here — and those kids can’t afford to raise their own children here.”

Keegan agreed. “It’s very difficult for people on either end of the spectrum to buy in,” she said. “If you look right now and see what’s for sale in Hadley, you’ll find houses for $900,000 to $1 million. Young people looking to start a family are not going to be able to afford that.”

For this, the latest installment of its Community Spotlight series, BusinessWest takes an in-depth look at Hadley, a community known for its asparagus, but also a lively, diverse business community that continues to take advantage of the town’s unique spot on the map.

 

Location, Location, Location

As she relayed the story of how Curran & Keegan relocated from Northampton to Middle Street in Hadley, in the center of town, in 2021, Keegan explained, rather succinctly and effectively, why this community has become such a popular mailing address for businesses of all kinds.

In short, it’s that oldest and most absolute of commercial real-estate values: location, location, location, in this case between two college towns and two of the most popular destinations in the region — Amherst and Northampton — a spot that has made Hadley a destination itself.

Carolyn Brennan

“If you do any search on housing in Hadley, at any given time, there’s maybe five or six houses, and they’re extremely expensive. There are a lot of parents who have raised their kids here — and those kids can’t afford to raise their own children here.”

“We had been renting and were looking for a property to purchase,” she explained. “This particular property we’re in had been a residential property, but given its proximity to Route 9, it happened to be zoned commercial. We fell in love with it; it’s a wonderful location for our clients on both sides of the river, and also those coming down from Franklin County. We’re in the perfect spot at the crossroads of Route 47 and Route 9.”

Business owners in virtually every sector can say essentially the same thing, which is why Hadley, and especially that Route 9 corridor, is home to everything from hotels and restaurants to big-box retail stores; from car dealerships to cannabis dispensaries; from tech companies to the world headquarters for V-One Vodka.

All or most of them are taking full advantage of the 100,000 or so cars that pass along Route 9 every day, although there are certainly fewer these days as the construction project continues and many bypass the thoroughfare — if they can. And those that are on it are moving more slowly because of that work.

Hadley at a glance

Year Incorporated: 1661
Population: 5,325
Area: 24.6 square miles
County: Hampshire
Residential Tax Rate: $11.39
Commercial Tax Rate: $11.39
Median Household Income: $51,851
Median Family Income: $61,897
Type of Government: Open Town Meeting, Board of Selectmen
Largest Employers: Super Stop & Shop; Evaluation Systems Group Pearson; Elaine Center at Hadley; Home Depot; Lowe’s Home Improvement
* Latest information available

But, by and large, businesses along the road are getting by, said Keegan, adding that project was one of the motivations for creation of the Hadley Business Council, and it has certainly become a priority for the agency, which meets on the last Friday of each month.

The council has helped generate ongoing communication among the business community, the Massachusetts Department of Transportation, and Baltazar Contractors, the general contractor handling the Route 9 project, which has in some ways eased the disruption.

“They recognize the negative impact on businesses, and they’ve been doing everything they can to make sure that there’s signage to indicate that businesses are still open and that they’re not blocking people from entering those businesses,” Keegan said. “So we’ve established a good working relationship.

“That said, there has been an impact on certain businesses,” she said, listing ventures ranging from Hillside Pizza to Wanczyk Nurseries to Exotic Auto, which had to be relocated to another spot on Route 9 because of the project.

As noted, the road work is one of the main focal points at present for the business council, which was formed, she explained, to improve communication between the town and its business community — “in both directions.”

One of the council’s priorities is educational opportunities, she said, adding that the town’s building inspector has appeared before the group to talk about the permitting process. Meanwhile, the council serves as a voice for the business community if it wants to bring something to the attention of town leaders, such as the need for specific bylaws and zoning on food trucks.

“I think we’ve done remarkably well for a long time, but there is so much out there in terms of grant opportunities, especially around housing — the state is really promoting housing construction — and it’s difficult to take advantage of those opportunities when you don’t have someone focused on it on a full-time basis.”

One of the issues moving forward is a heavy reliance on volunteer board members, said Keegan, adding that, for some time, the town has looked at hiring a full-time planner but hasn’t been able to fit such a position into the budget. Money remains tight, but the need for a planner continues to grow, she told BusinessWest.

“I think we’ve done remarkably well for a long time, but there is so much out there in terms of grant opportunities, especially around housing — the state is really promoting housing construction — and it’s difficult to take advantage of those opportunities when you don’t have someone focused on it on a full-time basis,” she explained. “So that’s something we will continue to take a look at; ultimately, a position that like that will pay for itself over time.”

 

Housing, Housing, Housing

As she talked about Hadley’s housing challenges, Brennan referenced a recent project undertaken by students in the architecture and landscape architecture programs at UMass Amherst.

As part of a studio course, the students were asked to develop potential plans for re-envisioning the Hampshire Mall, a 33-acre property on Route 9 that, like many malls, has suffered from the growing popularity of online shopping and other sea changes in retail and has lost of many businesses.

The course, “Reimagining the Hampshire Mall: Exploring Opportunities for Intergenerational Housing and Community Development,” yielded a proposal to convert the space into 40 rowhouses and 150 apartments with recreational areas.

“It was really fascinating; we sat and listened to the students, who showed us the design and engineering of what the mall could look like by bringing housing and commercial together, and that was very interesting,” said Brennan, noting that the audience included many from the business community and Hadley’s Economic Development Committee, as well as representatives of the mall. “There is definitely some potential for something like this in Hadley.”

While she acknowledged that this was a course project and such an initiative is a long way from reality, Brennan said it will require some real imagination and, most likely, creative reuse of properties like the mall to ease the town’s housing shortage.

“It was a good visual for people on those committees to see what the opportunities are in Hadley,” she said, adding that, like other cities and towns in the region, Hadley is finding it challenging to interest the development community in affordable-housing initiatives, which is the type of project most needed at the moment.

Indeed, Keegan noted that the town’s senior population continues to grow each year, and there is a huge shortage of housing for that constituency.

She offered hope that town officials might be able to take advantage of state Chapter 40R, which encourages the creation of dense residential or mixed-use smart-growth zoning districts, including a high percentage of affordable-housing units, to ease the crunch.

“40R could go a long way toward helping us increase the housing stock,” she said. “But like anything, whatever changes are made are done thoughtfully and over some period of time.”

Housing is one option being considered for the iconic, 129-year-old Russell School, said Brennan, noting that the landmark has been vacant since 2015. A reuse study has identified several alternatives, including keeping the property as a municipal building and renovating it and creating a public-private partnership, she noted.

“The study is going to determine what the market might be for various uses and what it would cost to renovate the Russell School,” she said, adding that housing is certainly a consideration. “We’re hoping that we’re going to get some options to put in front of the voters to see how they would like to proceed with the school.”

Features Special Coverage

Beyond the Forecast

Dave Hayes

Dave Hayes

Like many New Englanders, Dave Hayes remembers the significant weather events of his childhood, like the Mother’s Day snowstorm that struck the region in 1977, dropping more than a foot of snow on parts of Massachusetts, and the Blizzard of 1978 that crippled much of Southern New England the following February.

But he also remembers something else weather-related from his youth: watching a Boston-area forecast, intrigued by the bright colors of the radar display, and then almost immediately watching the skies outside his living room grow dark, and a storm suddenly arise.

“Five minutes later, what was on the radar was overhead, and something lit up inside of me. I became obsessed with the weather,” he said — to the point where he’d flip between local TV forecasts to compare them. “I found I gravitated toward the meteorologist who explained why the weather is doing what it’s doing, rather than just what it’s doing.”

Hayes never lost that obsession with the weather, and it led to an unlikely, donation-funded career as Dave Hayes the Weather Nut, through which he posts and discusses the day’s current weather and upcoming forecast on social media, as his myriad followers converse about it all in the comments.

And there are a lot of followers — more than 57,000 on Facebook, in fact, and 6,600 on Twitter.

But while Hayes is widely known on Facebook today, early in 2011, he had become disenchanted with the site and deactivated his account.

“I didn’t get it yet. I didn’t understand virality and sharing with people and the idea that this might possibly be useful in some way.”

However, when a tornado struck Springfield and a host of other communities on June 1 of that year, he heard talk of his friends chattering online about what he thought about the destructive event. So he eventually logged back on and started talking more often about weather events. When an acquaintance complained that he was doing too much of that, Hayes decided to create a page separate from his personal account, called Dave Hayes the Weather Nut, where friends — or anyone else — could follow him if they wanted to.

And what a year that was for weather in Western Mass. — 2011 featured not only the tornado, but Tropical Storm Irene in August, the freak pre-Halloween snowstorm that felled countless trees, and a few other events. His reporting between 2011 and the summer of 2012 had about 200 people taking part in the local weather conversation, and his reports in the fall of 2012 on Hurricane Sandy — which seemed to be threatening New England before turning toward New Jersey — tripled that, to more than 600.

“People wanted to know what was going on,” he said. “I didn’t get it yet. I didn’t understand virality and sharing with people and the idea that this might possibly be useful in some way — a hub for weather that’s interesting. But I kept doing it.”

Dave Hayes collects raw data from numerous sources and uses it to craft his daily reports.

Dave Hayes collects raw data from numerous sources and uses it to craft his daily reports.

A blizzard in February 2013 saw Hayes’s audience crest to more than 1,000 people. “People said how helpful my work was to them. And as someone who hadn’t really launched in life yet, I wanted to be helpful to people. So that lit a fire inside of me, and I said, ‘I’m going to do this daily. This is something that people find useful.’”

When he began daily reports, which continue today, the audience doubled to 2,000, then swelled above 10,000 early in 2014, during a colder and snowier winter than any Western Mass. has seen since. Around the same time, he was laid off from a sales job when his company downsized due to the lingering effects of the Great Recession.

“Without a job, looking for work, not finding anything, I went deeper into weather reporting,” he said, and began attracting the attention of public radio, the Daily Hampshire Gazette, and other media — and wondering if this could actually become a career.

 

Weather or Not

Indeed, when the page was taking off in 2014, Hayes’s father and others in his life started asking him seriously if he could make a living at this, he recalled. “I said I didn’t know. I hadn’t even thought of it. I was just doing something I love.”

But around that time, crowdfunding was becoming more popular, so he threw up a GoFundMe link.

“Without a job, looking for work, not finding anything, I went deeper into weather reporting.”

“I figured, if people want to support my work financially, they’ll do it. If they think it has value, they’ll kick me a few bucks. I linked to it during big storms, and during 2015, I produced a crowdfunded support drive, about four or five weeks, talking about different aspects of what I was doing. I was teaching myself as I went along. It was a very unorthodox way of making a living.”

But Hayes did, in fact, begin to slowly generate a steady income through voluntary donations, and while he still does some paralegal work on the side, Dave Hayes the Weather Nut is, in fact, his living now. He compares the model to Patreon, a popular site through which people can directly support artists and writers producing content.

“It’s very unorthodox, how my life has played out,” he added. “You never know what’s going to happen until you work on something and share it with others.”

In creating daily content, Hayes curates his reports by gathering information from multiple sources, gathering data and modeling from the National Weather Service, private meteorological subscriptions, and personal weather stations, then creates his own forecasts and analysis that people from across Massachusetts and parts of Vermont, New Hampshire, and Connecticut have come to rely on.

“I’m not a meteorologist,” he said. “I pay for data subscriptions, read multiple forecast discussions from regional National Weather Service meteorologists, and obtain other trusted weather data in the Northeast region. I take all that information, along with my 35-plus years living in the Western Mass. region, and use my own process to produce my reports.”

Dave Hayes says winter storm trends can be slow-moving

Dave Hayes says winter storm trends can be slow-moving, while severe summer weather can emerge with little warning.

The next phase for Hayes will be a mobile app, which he plans to introduce in 2025, and which he hopes will replace his social-media presence, given a widespread problem of algorithms restricting the reach of social-media content creators — a real problem during fast-developing storms.

“Three out of four people look at my info from their smartphone, so I figured I need to have a way to reach people more directly, especially during the summer severe events,” he explained. “Winter storms develop more slowly. You see them building across the country over three or four days. But thunderstorms, microbursts, and tornadoes can form within five, 10, or 15 minutes.”

He plans to offer both free and paid versions of the app with different features, and will definitely retain the all-important interactive aspect, with users able to comment. After all, that may be the most compelling and popular aspect of his passion turned unlikely career.

“The way we watch the forecast has traditionally been on TV; you consume the forecast, and that’s it. There’s no conversation about it,” Hayes explained. “What I’ve tried to create with social media is a two-way street where we can go back and forth and answer as many questions as we can.”

It essentially adds another dimension to weather reports, one he’s been delighted to find so many people are passionate about.

“The way we watch the forecast has traditionally been on TV; you consume the forecast, and that’s it. There’s no conversation about it. What I’ve tried to create with social media is a two-way street where we can go back and forth and answer as many questions as we can.”

“People are talking to each other — ‘I got this much snow in Belchertown.’ ‘Oh, I got this much down in Palmer.’ It’s a whole community vibe around something that we all have to deal with. Everyone has unique lives, but we all have to deal with the weather. So by fostering this community, we can all talk about what’s impacting all of us.”

It also lends an element of “ground truth” in real time, he added. Because a temperature difference of a degree or two can turn rain into snow quickly, not only can he quickly adjust a report based on comments, but a weather forecast becomes not a static report, frozen in time, but a living, evolving thing.

 

Seeing the Light

Speaking of evolving, Hayes has taken note of the trend toward warmer, wetter winters over the past decade, as well as more flooding events. But he says he’s not a climatologist and continues to focus on his bread and butter — forecasting, reporting, and talking about each day’s weather with a growing fanbase in the tens of thousands.

Even “space weather,” as he put it, got plenty of attention recently, as followers snapped, shared, and commented on photos of the aurora borealis making a rare appearance across the U.S. on May 10. With the solar maximum not having hit its peak yet, such a shared experience might happen again within the next year or so.

“It was beautiful and otherworldly; humans think they’re amazing, and it really puts things into perspective, shows how small we are,” Hayes told BusinessWest. “But you don’t want too many solar storms. The Carrington Event in 1859 fried the entire telegraph system. One hundred and sixty-five years later, we’re a lot more reliant on the power grid for a lot of things. So while the aurora is fun to see, I don’t want to see it too often.”

BusinessWest Anniversary

The Pendulum Has Shifted — Maybe for Good

Allison Ebner recalls that, when she first entered the workplace just over 30 years ago, the overriding question still concerned what the employee could do for the employer.

Over the years, and especially over the past decade, the pendulum has certainly shifted to where it’s now more about what the employer can do for the employee.

Indeed, while there have been cycles with the economy and the job market — and, thus, times when the employer and employee have alternated when it comes to having the proverbial upper hand, if you will — the employee has been in control for a while, and will probably remain so for the foreseeable future.

“It’s been flipped on its head, and I don’t think it’s necessarily going to flip back that much moving ahead,” Ebner said. “As employers, we’re constantly trying to figure out ways to retain top talent, and I think that is something we’ll see continuing into the future.”

This is just one of many changes that have come to the workplace over the past four decades, and especially the past four years, as the pandemic created a new paradigm. Others involve everything from how people work and where to dress codes; from technology and the emergence of AI to how to maintain a company culture when people are all together maybe, as in maybe, a day or two a week.

Drew Andrews, managing partner and CEO of the accounting firm Whittlesey, touched on many of these trends and issues as he flashed back almost exactly 40 years to when he started with the firm in June 1984.

“There was one computer in the corner of the office; it was a desktop that no one knew how to use. I was the bright, young kid who came out of college and somehow took a course my senior year on how to use that software, Lotus 1-2-3,” he recalled. “I was the only one who knew how to use it, so they had me start to train people on how to do spreadsheets on it. It was so slow and so ineffective that I can remember partners saying, ‘we’ll never be using this … I can do in 10 minutes what you just did in an hour.’”

Meanwhile, he was doing this work in a three-piece suit. “My first day, it was about 85 degrees out, and I’ve got this suit and tie on, and I’m thinking to myself, ‘why am I doing this?’” he recalled. “I was thinking that I should have taken the summer off and worked at the beach.”

Flash ahead to late last month, and he was doing this interview with BusinessWest via Zoom, from his home, wearing an unbuttoned collared shirt, and marveling at just how much things have changed — not just since he was that kid fresh out of school, but since the start of this decade.

And he’s certainly not alone.

Indeed, one of the common threads running through the stories in this 40th-anniversary issue is the dramatic changes that have come to the workplace in recent years, what they mean, and what might come next.

Allison Ebner

Allison Ebner

“It’s been flipped on its head, and I don’t think it’s necessarily going to flip back that much moving ahead.”

Many of those we spoke with have been working for three or four decades and referred to themselves as ‘old timers’ or even, in one case, a ‘dinosaur.’

And while some admit to being a bit stubborn when it came to those changes that have come in realms from relaxed dress codes to remote work, in almost every case, reason — driven by many factors, but especially the need to attract and retain talent — has won out over stubbornness.

“I’m a suit kind of guy,” said Tom Senecal, chairman of Holyoke-based PeoplesBank. “And it’s taken me a while, but the pandemic changed things. People wanted to go to casual; I said ‘no,’ but finally acquiesced. Then they wanted jeans on Friday, and I acquiesced. And then they wanted jeans every day, and I acquiesced, and it hasn’t really changed.

“I acquiesced on all of them,” he went on, “because who wants to go work at a stodgy, old-perceived institution versus one that’s flexible? I’m competing against tech companies and insurance companies and financial-services companies. You want to wear jeans? You want to work at home? I have to compete, so I have to acquiesce to what the market is doing.”

Moving forward, Ebner and others are seeing some slight movement toward returning to the office, or at least strong efforts in that direction. What they don’t see is the pendulum (meaning that upper hand) swinging back to the employer any time soon.

 

Is This Work in Progress?

As he talked about all the changes that have come to the workplace, Andrews put things in poignant perspective when he said he would prefer to visit his firm’s three offices, scattered across Northern Conn. and Western Mass., on Monday or Friday, because there are noticeably fewer people on the road those days courtesy of hybrid work schedules and a desire to be home those days.

His own employees are among those who fall into these categories. “So, if I went on Monday or Friday, I’d be visiting myself,” he said with a laugh.

Drew Andrews

Drew Andrews

“I was the bright, young kid who came out of college and somehow took a course my senior year on how to use that software, Lotus 1-2-3. I was the only one who knew how to use it, so they had me start to train people on how to do spreadsheets on it.”

So he winds up visiting toward the middle of the week, when people are around — at Whittlesey and most other larger places of business across sectors and jobs in which hybrid schedules are feasible.

And that’s a large list, said Ebner, noting that, while profound changes have come to the workplace since the pandemic arrived in 2020, there were already shifts in those directions years before COVID. The pandemic simply accelerated the process, and on many levels.

Also, the period just after the height of COVID became one of the most competitive in recent memory when it came to talent, the shortage thereof, and the lengths that employers would go to attract talent and then retain it.

“Employers pulled out all the stops to keep their people and attract talent, in terms of raising wages, enhancing benefits, and working on ways to keep their people happy,” she said. “It’s settling down just a little bit; we’re seeing a little bit of a cooling on wages — increases for 2024 were not predicted to be as high as they were in 2023 — and benefits are scaling back, especially in terms of employers sharing the increased cost of healthcare. And some of the other benefits around wellness have gone away.

“We’re trying to find that next normal,” she went on, acknowledging a dislike of the phrase ‘new normal.’ “And we’re still settling into that; we’re trying to find the right balance of productivity expectations for employees versus what we’re offering — the employee value proposition. What does that look like?”

Meanwhile, the workplace has changed in other ways, again mimicking society in many respects.

Today, Ebner said, it’s a less tolerant place than it was years ago, with co-workers becoming seemingly less willing to accept points of view — on a wide of topics — other than their own.

“There’s a lack of respect in our workplaces today for ideas, thoughts, basically anything that someone has that differs from yours,” she explained. “There’s a very confrontational undertone in our workplaces today.

Tom Senecal

Tom Senecal

“You want to wear jeans? You want to work at home? I have to compete, so I have to acquiesce to what the market is doing.”

“The congenial tone of our workplaces where we were more accepting of people who don’t think and do things like us has really diminished, and it’s causing a lot of chaos for employers trying to manage a respectful workplace,” she went on, adding that this chaos has manifested in everything from microaggressions — stealing coworkers’ lunches and messing with their workstations — to sharp rises in requests at EANE for conflict-resolution training and coaching for people who can’t get along.

 

Remote Possibilities

Certainly, the biggest change to come to the workplace involves fewer people being in the workplace day in and day out.

We all know what happened. COVID forced most people to work remotely, and over the course of weeks that eventually turned into months, people found they liked it, and they were, by and large, just as productive. And when it came time to go back to the office, many weren’t ready to do so. At least not every day.

Over the past few years, remote work and hybrid schedules have ceased being a perk, if that’s even the right word. They became a demand, or an expectation.

As noted earlier, this was not the first preference for the old timers, who came into a world where everyone worked 9 to 5, or something close, and couldn’t work remotely even if they wanted to, because the technology wasn’t there.

It’s certainly there now, and in recent months, two camps have seemed to develop, at opposite extremes.

“There’s a camp on one side that says everyone has to be in the office, and there’s no remote work, and they don’t want to offer any flexibility. And then, you have the other group that says everyone should be virtual, and if you’re not virtual, you’re not a modern employer,” said Ebner, adding that there is room in the middle and one size (or two) does not fit all.

Meanwhile, many of those who recognize this middle ground still believe something important is missing when people are not in the office, even a few days a week.

Dave Glidden, president and CEO of Middletown, Conn.-based Liberty Bank, said his institution has largely solved the issues involving productivity when it comes to remote work. But he worries about culture and the overall development of younger team members.

“When I came up, I don’t know how many times I sat in the conference room and listened to grizzled veterans talk about problem commercial credits and about how you go to market,” he recalled. “That learning was invaluable to me as I came up, and there are now fewer opportunities for young people coming up to experience that.”

As a result, the bank puts great emphasis on ways to maintain culture when people are not in the office every day, because of its importance to the institution’s overall well-being. Initiatives include everything from professional-development programs to outings where teammates can come together, such as a recent ‘bring your kid to work day’; from food trucks and ice-cream trucks to an all-employee gathering at Mohegan Sun.

“I’ve always said that if a company has no culture, it has no soul, and it takes years to build a good culture,” Glidden told BusinessWest. “But you can lose a culture in minutes or 30 days, you really can.”

Andrews agreed.

“Going back to 1984, my seat was outside the boss’s office; just listening to how he talked to clients … I learned so much,” he recalled. “I was a 21-year-old kid; all I knew how to talk to was other 21-year-old kids. Listening to how that person was interacting with clients and handling situations … I just learned from that.

“I’ve been saying this for a while … we as leaders need to get people back into the office more, and for the right reasons — not just to sit there and talk with people who are remote,” Andrews went on. “We have more fulfilling days when we’re together.”

 

BusinessWest Anniversary

Welcome to an Exciting, Uncertain New World

On Jan. 22, 1984, a good deal of the U.S. watched — for the only time, because it never aired again — a commercial that was, in many ways, more interesting than the beatdown the Los Angeles Raiders were putting on the Washington Redskins in Super Bowl XVIII.

Directed by Ridley Scott, the spot, titled “1984,” used dystopian imagery to introduce Apple’s Macintosh personal computer, which would hit stores two days later, with the promise of allowing the average person access to the kind of computing power formerly reserved for big corporations.

The world would never be the same. The home computer was already a thing — it was, in fact, Time magazine’s ‘Machine of the Year’ in 1982 — but the Macintosh introduced a wave of innovation and ease of use that eventually made computers ubiquitous in both homes and businesses — for better (productivity) and, arguably, worse (a pervasive blurring between work and home life).

The latter, of course, became possible with the rise of the internet, email, and, later, social media.

“The internet has completely changed how we work, how we communicate, how we conduct business, how we learn, how we consume entertainment, and a million other aspects of our daily lives that have become so normal, we have forgotten that, 30 years ago, they didn’t exist,” said Delcie Bean, CEO of Hadley-based Paragus Strategic I.T., adding that technology is still changing things, in ways that feel unstoppable.

“If we step back and truly think about just how much changed as a result of the internet and we look at how quickly it happened,” he went on, “AI is going to have a much bigger impact in a much shorter amount of time.”

And that will require the kind of nimbleness and ability to pivot that Sean Hogan has demonstrated through his entire career, since launching Hogan Associates (later Hogan Communications and now Hogan Technology, based in Easthampton), with an initial focus on cabling and infrastructure.

“We saw the ethernet becoming a thing, and everyone needed wiring; there was no networking back then,” he told BusinessWest. “For six or seven years, we did strictly cabling. We ran it up and down the East Coast; we had a ton of work.”

After surviving the recession of 1989-90, Hogan began to see telecommunications as a huge opportunity, and that became his first major pivot.

“Back then, very few companies had voicemail. People hate it nowadays, but they wanted it then. So we started selling phone systems that could integrate with computers and voicemail. We did very well selling phone systems, started getting attention from bigger companies, and ended up selling the Toshiba name. That brand gave us recognition. As a company, we built a great base of clients; we were thinking phones would never go away.”

Delcie Bean

“If we step back and truly think about just how much changed as a result of the internet and we look at how quickly it happened. AI is going to have a much bigger impact in a much shorter amount of time.”

About 16 years ago, Hogan began to move toward its current IT management model — which, these days, focuses on managed security as much as anything else, to respond to ever-growing cyberthreats. “The help desk is still critical, but if you’re not secure, that’s the biggest problem.”

And in the next few decades, companies like Hogan’s will have to keep adapting, because opportunities, challenges, and threats in the IT world certainly will.

“We’ve been able to keep educating ourselves enough to know that we have to be willing to change and accept change as an opportunity,” he said. “We totally believe that’s our culture here. We change when we have something new to learn. We consider ourselves security fiduciaries for clients. We protect our clients to the best of our ability; that’s our number-one job these days.

“Thirty years ago, we’d say we’d provide a solid ethernet foundation and a good network infrastructure,” Hogan added. “We’re still able to do that. But if you’ve got a bad network cable, that’s one thing; if you’ve got CryptoLocker or some other ransomware, that’s a huge threat to your business.”

 

Breaking the Mold

Joel Mollison, president of Northeast IT in West Springfield, shares a similar story of adaptation and evolution.

“When we started 21 years ago, the market was referred to as ‘break and fix’: if something breaks, we fix it,” he said, adding that he might do some network troubleshooting or provide very basic antivirus solutions, but in general, the work was sporadic.

Sean Hogan

Sean Hogan

“We change when we have something new to learn. We consider ourselves security fiduciaries for clients. We protect our clients to the best of our ability; that’s our number-one job these days.”

Around 15 years ago, Northeast switched to the model of a managed service provider, providing ongoing services under contracts, doing more diligence for each client. “We created the ability to form long-term relationships with clients, understanding their networks and providing them with hardware and other services, and also networking equipment.”

The Great Recession impacted the IT world, and many businesses were just trying to stay afloat and weren’t necessarily investing in their systems, Mollison recalled, but as brighter economic times re-emerged, managed services and IT tools had become more sophisticated, with more integration across platforms, automated monitoring services, and more complex cybersecurity tools, and businesses of all kinds were increasingly recognizing the need for them.

“Things have escalated in terms of the veracity and tools used by the threat actors; they have better tools and techniques,” he explained, noting that businesses need to combat online threats not just by installing protective technology, but by training employees to recognize increasingly sophisticated phishing schemes, which promise to become more realistic and targeted in the AI era.

“A lot of this has been driven by insurance — cyberliability policies dictating that businesses must have certain elements,” Mollison noted. “We get handed policy affidavits to review what’s installed. But it’s a good conversation piece, a chance to talk about where they’re at and where they can make some progress.”

Bean, who launched a solo business fixing home computers in 2002 and now boasts a growing team of 65 employees, made his own important pivot around 2011, choosing to focus only on commercial clients at a time when residential work still represented 60% of his revenue.

It has proved to a successful decision, as more businesses have realized they need a partner like Paragus (or Hogan, Northeast, or other regional IT players) at a time when, as noted earlier, networks and cybersecurity are becoming more complicated.

“Even the large Fortune 100 companies rely on consultants and experts and advisors because this field is just so broad, and it’s touching businesses in so many ways,” Bean said. “It takes a team of experts with a lot of different experience. Even we are constantly leaning on experts and outside advisors and doing research because it is just such a broad field, and it’s changing so quickly.”

Joel Mollison

Joel Mollison

“Things have escalated in terms of the veracity and tools used by the threat actors; they have better tools and techniques.”

Mollison said there’s a reason his firm has become more security-centric than ever. “We’ve had customers come to us who have experienced a breach, dealt with ransomware, lost hundreds and hundreds of hours while the whole rebuilding process took place. They couldn’t produce anything, there were legal fees, information was compromised. A lot of those factors are at play.”

Indeed, 20 years ago, smaller businesses didn’t have much to worry about when it came to aggressive cyberattacks, but experts agree that everyone is a target now.

“The thing that’s going to cause some chaos for everyone is the introduction of AI,” Mollison said, citing Microsoft Copilot — an AI-powered tool that automates features for Word, Excel, PowerPoint, Outlook, and Teams — as one example of opportunity married with concern.

“If you’re allowing a system to comb through documents, you know there might be some bad intentions,” he told BusinessWest. “In the wrong hands, somebody could gather a lot of information that could be detrimental to your organization or turn into a security vulnerability, with espionage potential. We’re going to see a lot more AI-generated attacks in the future.”

And AI isn’t going anywhere, Bean said — with all its benefits and potential worries.

“I hate really dire predictions like, ‘if you don’t do this, you’re going to be out of business,’ but in this case, I think it’s right,” he said, adding that AI could be as transformative as the internet started to become 30 years ago. “And I’d like you to name how many businesses you know that don’t use the internet in any way, shape, or form. I would imagine it’s going to be zero.”

Therefore, “if you’re not having those conversations yet, asking those questions, talking to partners, going to webinars, getting informed and educated, I think you’re starting to fall behind,” Bean added. “There’s still plenty of time, but there won’t be for that much longer. I think now is the time for CEOs and C-level staff to really get engaged, to ask questions, to get educated, and to start to figure out where this fits into their business’s strategy and life cycle before they get left behind.”

 

Future Shock

Hogan has long recognized the growing importance of cybersecurity and its continuing evolution.

“Fifteen years ago, small companies weren’t a target. You had viruses isolated to desktops, but now, everyone’s a target,” he said — and AI will only complicate matters. “You see the bad actors out there that use AI to do deepfakes, do all sorts of bad things. We’re already seeing AI with voice recognition, duplicating voices on the phone. I fear for seniors out there. I’m afraid that’s going to be an issue.”

But AI poses great opportunity as well, Bean said, especially with the emergence of predictive AI.

“It’s going to be based on your specific niche industry, where it’s going to be able to run models and simulations and solve problems within your business or give you hypothetical outcomes to new products or things that you’re thinking of developing,” he explained. “We haven’t quite seen that hit the masses yet, but it’s coming in the next 18 months. And that’s what we need to be prepared for.”

Bean cited Moore’s law, a long-standing observation in the IT world that the number of possible transistors in a computer chip doubles every two years or so.

“This is going to be exponentially faster,” he said. “We are going to see that apply to innovation, where what used to take a decade has already been cut in half a handful of times, and now happens in 12 to 18 months. Soon, that will become six months, and then three months, and then we are going to reach a point where things are changing so quickly that, for a while, it is going to be very difficult to manage until we find some kind of equilibrium and things stabilize — or we find a new normal.”

This brave new world will be a far cry from what we were seeing in 1984 (to cite the titles of two classic dystopian works), but businesses that specialize in IT will have to do what they’ve always done: keep pivoting, keep learning, keep adapting … and keep their client businesses from being overwhelmed by the next big thing.

BusinessWest Anniversary

In Law and Accounting, It’s a Different World

When Rudy D’Agostino entered the accounting profession back in 1985, there was what they called the ‘Big 8.’

These were the very large firms that dominated the industry at the time — Arthur Anderson, Arthur Young, Coopers & Lybrand, Deloitte Haskins and Sells, Ernst & Whinney, Peat Marwick Mitchell, Price Waterhouse, and Touche Ross.

“Everyone wanted to work for the Big 8 firms, and there was enormous competition for those jobs,” said D’Agostino, a partner with Holyoke-based Meyers Brothers Kalicka, who got his start at Coopers & Lybrand.

After a series of acquisitions, the Big 8 is now the Big 4 (Deloitte, Ernst & Young, Klynveld Peat Marwick Goerdeler, and PricewaterhouseCoopers), fewer accounting graduates want to work for those giants, and … well, there are fewer accounting graduates in general, a challenge for firms of all sizes.

These are just some of the many changes that have come to the sector, and professional services in general, said D’Agostino and many others we spoke with, who highlighted everything from the way people work to the way people dress to the way firms market themselves — something they couldn’t do in the legal profession, other than the phone book, until 1977. And in accounting, getting Fridays off during the summer, or at least Friday afternoons, has become the norm as firms’ staffs look to recover after a long, seemingly never-ending tax season.

Overall, the biggest change is in how people communicate and a resulting faster pace to the work, said Amy Royal, founder and principal with the Springfield-based Royal Law Firm. She noted that, when she broke into the field in 2000, most correspondence was still by mail. Now, the postage machine sees less use seemingly every month, and very little is actually done by mail.

Instead, much more is being done by email and phone, specifically the cellphone.

Indeed, Royal remembers walking into the office once maybe 15 years ago, and noting, with alarm, how infrequently the office phone had been ringing of late.

“I said to my office manager, ‘do we have a problem? — our office phone isn’t ringing as much,’” she recalled, noting that, after some perspective, she was simply recognizing a trend — people were finding other ways to reach out. And they were doing so at seemingly all hours of the day and night.

Indeed, modern communications technology allows people to reach their accountant or lawyer at any hour, said Jeff Fialky, managing partner of the Springfield-based law firm Bacon Wilson, and, increasingly, they’re doing just that.

Meanwhile, there have been other changes in these fields, including consolidation, especially in accounting, said Patrick Leary, a principal with the Springfield-based firm MP CPAs, noting that many of the smaller firms doing business in the ’80s, ’90s, and earlier this century have been merged into larger firms, a reflection of a broader trend in business.

Jeff Fialky

Jeff Fialky

“We’ve seen substantial consolidation in the banking environments. We have larger and larger and fewer and fewer banks, and the same consolidation across the service industries.”

There are several reasons for this, including the rising costs of technology and retiring Baby Boomers, he noted, but one of the biggest is something that probably couldn’t have been imagined in 1984 — the deepening challenge of finding and retaining talent.

Accounting was never a ‘sexy’ profession, and modern technology has only made it slightly more so, said Leary, adding that this reality, coupled with the fact that a fifth year of college is now required to become a CPA, is leaving fewer people interested in entering the field, at the same when most Baby Boomers are on the doorstep of retirement, if not there already. This has led to firms boosting salaries and sending more work overseas.

Efforts to recruit more students into the field have become a topic of conversation and concern among CPAs and industry groups, said D’Agostino, and greater reliance on internship programs as feeder initiatives.

It’s the same with clerking programs in the legal profession, said Fialky, adding that, overall, law-school enrollment is down, and many firms face challenges with keeping talent in the pipeline.

 

Case in Point

It’s not exactly what you would call a pressing matter — not like some of those other challenges mentioned above — but one of the challenges facing law firms today is deciding what to with their libraries.

Once an important part of any firm’s operation, they are now all but obsolete, used by only the occasional old-timer now that every piece of information available in those books and journals can be found online, said Royal, adding that, at most firms, law books are decoration — and an enduring background for photos.

Fialky agreed, noting that the demise of libraries is just one of many changes to the profession. Others include the now-24/7 nature of the work, the desire among clients for information immediately — not the next day or even in a few hours, as was once the case — and even the work that lawyers are doing, work that reflects shifts in the market and also movement toward lawyers being more generalists than they are specialists.

Amy Royal

Amy Royal

“For a long time, I resisted putting my cell phone on my business card. Post-COVID, that became a necessity, and now people will just call me on my cell or text because they know they can get me.”

“I’m a transactional attorney; 25 years ago, transactional attorneys were not handling M&A transactions and purchases and sales and private equity,” he said. “That’s something we’ve seen become more prominent, especially in our market, over the past 15 years or so, as we’ve seen these maturing, multi-generational companies that have contemplated their outcome being that it’s a matured asset, and their contemplating sale to, in many circumstances, a private-equity-funded purchaser.

“And this has certainly changed the marketplace,” Fialky went on. “We’ve seen substantial consolidation in the banking environments. We have larger and larger and fewer and fewer banks, and the same consolidation across the service industries — not only in law, but in accounting, architecture, landscape architecture, and other sectors.”

But perhaps the biggest change to come to this sector involves technology and how it has changed the pace of work.

Royal noted that lawyers have never exactly been 9-to-5 professionals, and now, they are far less so, with calls, texts, and emails coming at all hours of the day, and with those on the other end expecting an immediate reply.

“For a long time, I resisted putting my cell phone on my business card,” she said. “Post-COVID, that became a necessity, and now people will just call me on my cell or text because they know they can get me.”

Fialky agreed. “The pace has increased precipitously; the volume of correspondence has increased exponentially. In the course of a day, it’s not uncommon, at least in my experience and in my practice, to receive hundreds of correspondences, and those are texts, calls to my cell phone, calls to my hard line, and more, and a lot of that is transferred direct to attorney.”

 

Adding Things Up

As he talked about his profession, Leary said it was never just about adding up numbers and being a proverbial ‘bean counter.’

There was always a consulting component to the work, he said, adding that now, there is much more of this kind of work, as software has taken over some of the tasks handled with the old calculator that still sits on his desk but is rarely used.

Patrick Leary

“It’s fascinating what you can get involved with in public accounting today, whether it’s forensic accounting or foreign taxation issues and so forth.”

“Today, most businesses, regardless of size, have some accounting software, so you’re getting information from them that’s already compiled and put together, so they’re relying on us for more strategic analysis of those numbers,” he explained. “You’re not questioning whether two plus two equals four; now it’s ‘let’s see what four means.’

“It’s a higher level of skill than what you needed before,” he went on, adding that this shift is one of many to come to the industry.

Another is how the work is done. Indeed, years ago, said D’Agostino, much more time was spent with the client, in person. Today, there is still some face-to-face interaction, obviously, but much more is done by Zoom or over the phone. And those face-to-face meetings are much different.

Leary agreed.

“If we were going to audit ABC Company, we’d back up last year’s paper files and head over there,” he said. “You would spend a couple of weeks with a client, meeting with them, going through their records, pulling invoices, and doing reports. You’d spend a few weeks there — which I really liked, being out of the office, meeting with clients — and building that relationship. And you got a workout because you’d be hauling loads of paper. Today, you’re going out with your laptop, and you’re not necessarily going out to see clients.”

Still another change to come to this field, as noted earlier, is the fact that fewer people are choosing to enter it.

“The accounting field has been experiencing a decline nationally because people who are driven by numbers are leaning more toward the software industry,” Leary said. “And the profession is certainly looking to change that; you can have an excellent career in accounting, because it goes well beyond simple bookkeeping. It’s fascinating what you can get involved with in public accounting today, whether it’s forensic accounting or foreign taxation issues and so forth.”

Rudy D’Agostino

Rudy D’Agostino

“It really hit home during COVID, and it has only continued since — there are just not enough professionals coming into the workforce.”

D’Agostino agreed. He noted that the required fifth year of college, compensation that is less competitive than some other fields, and a general interest among young people for something sexier than what they perceive accounting to be has led to what is becoming a critical problem for the industry.

“It really hit home during COVID, and it has only continued since — there are just not enough professionals coming into the workforce,” he told BusinessWest. “So accounting firms have to think outside the box to get things done — and also to keep professionals here, which has necessitated being creative, compensation increases, and, with some firms, outsourcing work to other countries.”

One initiative that has helped put young professionals in the pipeline at MBK is an internship program, D’Agostino went on, adding that the firm has four or five interns that come on board annually, and maybe one or two of these will join the firm when they graduate.

“That’s a way to introduce students to the work they will be doing and get them into our firm,” he said. “And we have a pretty good success rate.”

Despite this success, workforce issues will continue into the future, said those we spoke with, creating a greater reliance on technology, automation, and, increasingly, AI to get the work done, leaving accountants with more time to do analysis and consulting.

“There are routine tasks that will get taken over by AI, such as data entry, which can be automated to some extent,” Leary said. “And that provides the time and the tools to analyze data for clients much better. Rather than spending your time keying in data, you’re taking a hard look at it and understanding what those numbers are telling you.”

 

Bottom Line

When asked to look ahead and project what might happen next within the legal sector, Royal started by saying that, if she was asked that question 25 years ago, she could not possibly have predicted what her world would like today.

That’s a world where most meetings are conducted by Zoom, where lawyers and accountants work remotely in some cases and wear jeans to work when they’re not in court or visiting clients, where the office phone doesn’t ring nearly as much, and where clients’ names come up on cellphones at 10 p.m. — and even 3 a.m.

This is the new reality for those in professional services, she said, joking that maybe what will come next is a shift back to the way things were.

That is certainly not likely. What is likely is that law libraries and those old-fashioned adding machines will become more obsolete and more office decoration than anything else.

 

BusinessWest Anniversary

Increasingly, They Operate as an Ecosystem

The Community Foundation of Western Massachusetts has been funding the work of charities and nonprofits across the region since 1991. And its overriding mission hasn’t changed.

What has changed, at least recently, is how CFWM accomplishes that mission — specifically, moving away from specifically targeted grants into a more trust-based model. Instead of seeking to put some dollars toward a specific goal, the foundation gives to organizations in a way that puts them at the center of it and allows them to dictate how they want to spend their money.

“It’s a recognition that funders don’t necessarily know what’s best for nonprofits,” said Megan Burke, the organization’s president and CEO. “It’s the people on the front lines who are dealing with constant change in the community who know the best places to use those funds.”

The Community Foundation was moving in that direction before the pandemic, but COVID, and the urgent needs it exposed, really accelerated the process, she explained.

“If we know you have a strong mission, a strong organization, we’ll put the money in your hands and say, ‘use it well.’ We’ll ask afterward how that went, but in the moment, you know what you need to achieve and how to get there.”

Meanwhile, the mission of Square One, which began life in 1883 as Springfield Day Nursery, has in many ways remained consistent for more than 140 years.

“We’re still doing the same type of work, although the world has changed enormously,” president and CEO Dawn DiStefano said. “Children still require care for their parents to go to work. And we’re a company that cares for children and instills confidence in our community that we are a safe, healthy, and high-quality place for young children to learn and be cared for.”

At the same time, she added, much has changed.

“Probably around the time BusinessWest started,” DiStefano said, “we realized something that today is quite obvious — that you can do a lot of work with children all day, but if you’re not in partnership with families and caretakers, you can hinder permanent growth and change. After all, learning happens 24/7.”

Specifically, Square One — it took that name in 2008 to reflect its role as more than just a day nursery, but as a key foundational element in the lives of preschoolers — has made a point over the past few decades to communicate more thoroughly with parents at the start and end of each day about the child’s lessons, experiences, and mood. That way, parents can continue the conversations at home — and, in many cases, start their own, which builds trust between the parents and Square One’s providers.

The organization has gone beyond that level of communication as well, opening a Family Support Services division about 15 years ago, which includes a home visitation program for parents who request it, including specific programs for young, first-time parents and parents in recovery.

Megan Burke

Megan Burke

“If we know you have a strong mission, a strong organization, we’ll put the money in your hands and say, ‘use it well.’ We’ll ask afterward how that went, but in the moment, you know what you need to achieve and how to get there.”

“We see ourselves as partners with families,” DiStefano said. “If we can bring out the best in the child and families, they become productive members of our community, and we all benefit from that. We all do better when folks are able to engage in our world.”

Megan Moynihan, CEO of the United Way of Pioneer Valley, said her organization’s goal since its founding 103 years ago as Springfield Community Chest has been to meet the greatest needs of the region, from early education to food insecurity to financial literacy.

“Post-COVID, we did a community assessment to really understand where the needs in the community are, if they had changed or not,” she said, noting that the greatest needs right now run the gamut from basic services, like food, to financial wellness, housing access, and mental-health support.

It meets those needs through its community service centers, where people can access emergency food supplies but also mental-health resources, including a suicide-prevention hotline. There’s also a financial-wellness program called Thrive, a partnership with Holyoke Community College on career training — in fields like culinary arts and medical assisting — and a host of other outreaches.

“Understanding the pulse of the community is the number-one issue that needs to be addressed,” Moynihan said. “It can be mental health tomorrow, but in 10 years, it might solar power and how to transition to that. We know what today’s needs are, but we have to be responsive to those needs, and when community needs change, we have to change, too.”

 

Come Together

One thing the United Way has done well over time, Moynihan noted, is connecting many resources in the community.

“If someone comes in and they are are housing-insecure, we’ll call one of the outreach workers at Health Care for the Homeless and see what kind of services are out there for them,” she said as one example. “We’ve always been a connector in the community, finding where the needs are and connecting individuals to the services they need. We can’t do the work alone.”

Megan Moynihan

Megan Moynihan

“We’ve always been a connector in the community, finding where the needs are and connecting individuals to the services they need. We can’t do the work alone.”

It’s a philosophy many nonprofits were already moving toward even before COVID — and the way it isolated people and organizations — really laid bare the need to connect and work together as a nonprofit ecosystem.

For example, Burke said, someone might seek job training, but they might also face other barriers to employment, from unreliable transportation to unaddressed health issues, and nonprofits can refer clients to each other to address multiple needs at once.

“A healthy nonprofit ecosystem, made up of nonprofits of all different sizes, is the best way to meet folks’ needs. No single nonprofit can do everything; there are so many different needs,” she told BusinessWest. “So coordination and collaboration with each other is really important.”

DiStefano used the example of connecting a parent of a child at Square One with Way Finders if they’re in need of housing support.

“We serve 1,200 families a year. Most are working one or two jobs, working eight to 12 hours a day, maybe even riding the bus, going to appointments,” she said. “I’m not in the housing business, but I’m not going to say to families, ‘I can’t talk to you about housing.’ That’s a big part of our evolution.

“Society 140 years ago was harsher in its opinion that your family was your business; it really wasn’t the business of social-service agencies or the government to help your family. But as a society, we noted over time that you can ignore problems, but that only costs more money down the line,” DiStefano went on. “The more you can invest in the child, especially between age zero and three, when the brain is doing the most developing, the better off they’ll be. Why not sink every resource we have into making sure the child has the healthiest opportunities in those years?”

The Center for EcoTechnology, which predates BusinessWest by eight years, has certainly been a connector of resources, in its case programs focused on energy efficiency, sustainability, and the environment.

In the years leading up to CET’s founding in 1976, the creation of the Environmental Protection Agency and the establishment of Earth Day saw Americans more focused on environmental concerns, and CET began its work largely in the realm of energy efficiency and home-energy audits. Today, the initial vision is largely intact, but the work has expanded into commercial waste, decarbonization, and recycled building materials.

dawn DiStefano

Dawn DiStefano

“As a society, we noted over time that you can ignore problems, but that only costs more money down the line.”

“We’re still doing energy conservation and energy efficiency. In some ways, we’ve remained true to our origins,” said Ashley Muspratt, the nonprofit’s president and CEO. “But we’ve modernized some of the language and approaches to evolve with the times — for example, shifting the conversation to electrification, which is no longer about just saving energy, but shifting away from fossil fuels to electricity and renewable sources of electricity.”

CET got involved in waste reduction in the 1980s, and that remains a core area of its work today. In addition, it’s more focused now on the question of environmental justice, aiming to ensure that no communities or customer segments are left behind or harmed by the transition to a lower-carbon or no-carbon economy.

“We offer our services in dozens of languages and have made an effort to recruit multilingual staff. We also work with a translation company, so we can provide real-time interpretation on the phone or in the field,” Muspratt added. “We want to make sure we have a staff that reflects and looks like and understands the different communities that we’re trying to serve.”

That hits home for Burke, who noted that the Community Foundation adopted a new strategy a few years ago around diversity and increasing opportunity and equity in the community. To her, that means nonprofits should have staff members that share the lived experiences of clients — not just ethnic background, but, to cite one example, serving people in Franklin County who are living with limited means trying to address all the challenges rural families have.

“Having people on their staff and on their board who may have lived those experiences allows them to develop programs to be more successful,” she noted. “We’ve stressed the importance of organizations really thinking about what perspectives they need on their staff and board.

“And it’s not just so they can feel good or have a great photo that shows diversity; it’s to be more successful in delivering the services they were founded to provide,” Burke went on. “Nonprofits recognize there really is value in incorporating a lot of different perspectives in the work they do.”

 

Thoughtful Evolution

While focusing their work in a more connected way and dealing with, in many cases, greater levels of need, some the region’s most venerable nonprofits have expanded in other ways.

Square One, for instance, has grown its family childcare program, where children are cared for and learn in home settings instead of one of the organization’s centers.

“I predict, in the next 10 years, we’ll see an explosion of interest in family childcare,” DiStefano said. “Some people, post-COVID, found comfort working from home. It’s a great business opportunity; they can make money, and Square One can help coordinate these services, so we’re supporting businesses.”

At CET, Muspratt said the organization has launched a strategic plan to grow its impact by five times by 2030, because, she noted, that’s what the climate needs, and there is plenty of money at the state and federal level to do the work, as well as private funders.

“More and more philanthropic donors want to support climate work, so that pace of growth is possible,” she said. “This region has always had an environmental bent.”

The organization has grown by 20% each of the past two years, with a staff of 100 that could double if the 2030 goals are hit, she added. “We became a more remote organization during the pandemic, and that has helped us cast a wider net. It’s good to have been able to expand our pool of candidates outside the Western Mass. region, though the majority of our staff are still based in Massachusetts.”

Nonprofits also thrive off volunteers; the United Way’s Volunteer Connect program has been successful at, well, connecting area agencies that need help with people who have time and talent to offer. It’s just one more way, Moynihan said, that nonprofits are operating in tandem.

“Everyone is working hard and chasing the same dollars,” she added, “but if we do it together, do it as a community, the outcome is always better.”

BusinessWest Anniversary

Companies Still Find Ways to Make It Here

Rick Sullivan calls manufacturing the “invisible backbone” of the Western Mass. economy.

That’s not an adjective he would likely have used 40 years ago, not when the region and many of its communities were dominated by large individual manufacturers or clusters — like GE’s massive transformer complex in Pittsfield, American Bosch and other major players in Springfield, and a still-sizable paper-making sector in Holyoke.

But it works today.

Indeed, while there are still some large manufacturers employing hundreds of people (as opposed to thousands 40, 50, or 100 years ago), this sector is now dominated by smaller players employing maybe a few dozen people each.

And what they’re making has changed as well. While local manufacturing was dominated by firms making tires, matches, paper, and, before that, arms for the U.S. military (at the Springfield Armory) and even monkey wrenches and ice skates, today, they’re making parts for stealth fighters, infrared goggles, medical devices, and other sophisticated products. And soon, in Holyoke, one will be making what is billed as ‘green’ concrete.

“I say invisible backbone because the manufacturing sector in Western Mass., for the most part, is made up of small- to mid-sized manufacturers that are in the supply chains of the larger companies,” said Sullivan, president and CEO of the Western Massachusetts Economic Development Council and formerly the long-time mayor of Westfield, one of the region’s manufacturing hubs. “And many of those companies are not situated in Western Mass. or Massachusetts, for that matter; they’re in Connecticut or worldwide.

“And they make important parts for the industry,” he went on. “Back when I was mayor of Westfield, there was $100,000 worth of parts of on every single commercial airplane that went through the city of Westfield, and that has only increased.”

These are some of the shifts that have come to this important sector over the past four decades. Others include a seismic shift in how such jobs are perceived, one that has contributed to a lingering workforce problem, and one that has led to a sea change in how hard companies must work to attract and retain talent — and some initiatives that probably couldn’t have been imagined 40 years ago.

Like ‘Barbecue Friday’ at Boulevard Machine in Westfield.

Susan Kasa, president of that company, which makes parts for the military, aerospace, and outer space, among other sectors, said Boulevard feeds its workers breakfast and lunch each day, and, as that name suggests, it devotes Fridays to barbecuing.

“People will take turns being the chef,” she explained. “We’ll do a lot of hot dogs and hamburgers, but sometimes we’ll go all out and do chicken and other meats; our people really enjoy it. You know it’s Friday because you can smell the barbecue.”

Rick Sullivan

Rick Sullivan

“I say invisible backbone because the manufacturing sector in Western Mass., for the most part, is made up of small- to mid-sized manufacturers that are in the supply chains of the larger companies.”

This new tradition is one of many efforts that fall in the broad category of attracting and retaining talent, she said, with others including everything from advertising open positions in church bulletins to programs to introduce young students to manufacturing and the opportunities in this field — starting with middle school.

“We’re not your grandfather’s shop,” Kasa said, adding that the machinery is both more complex and cleaner, and one ongoing challenge is educating not only young people but their parents about this new reality.

Mark Borsari agreed.

He’s president of Sanderson MacLeod, a Palmer-based maker of twisted wire brushes. That’s not as sophisticated a product as infrared goggles or parts for artificial knees, but is an example of how traditional manufacturing is still making it in Western Mass., although it’s challenging — when it comes to everything from competition for orders to competition for people.

“It’s a different world, a different environment than it was 40 years ago and even 20 years ago,” Borsari said. “It gets down to the perception people have and the pride people have in making things and the importance of community; it’s just different.”

Susan Kasa

Susan Kasa

“Young people have such a bright future in manufacturing, and without incurring all that college debt.”

Like others we spoke with, he said technology, automation, and lights-out manufacturing, where machines run unattended at night, will play ever-larger roles in this sector. But it will always need people, and finding them will continue to be a challenge, especially as the Baby Boomers continue to retire in large numbers.

 

Tradition of Innovation

As he talked about this important sector, Sullivan stressed what hasn’t changed in 40 years or 250 years, and hopefully won’t change moving forward — that manufacturing is a source of what economic-development leaders have long called ‘good jobs at good wages.’

That is, the kind of jobs every region and every community wants and compete tooth and nail to get — and retain.

This region has always had a strong tradition of manufacturing and innovation — Sullivan said those words are essentially interchangeable — that goes back to the Springfield Armory and even before that. And it continued with the production of everything from firearms to toys; from automobiles and trolley cars to textiles; from home appliances to buggy whips, products that even gave some area communities their nicknames.

Many of these items are no longer made here (although trolley cars are again with the arrival of CRRC). In their place, manufacturers are making parts for jet liners, lunar landers, and the SpaceX rocket. But they also making timing chains for automobiles in the case of U.S. Tsubaki in Holyoke and Chicopee, and fasteners for the roofing industry in the case of OMG in Agawam.

“The manufacturing base in the region still runs the gamut,” said Sullivan, adding that this diversity is certainly a positive, with communities no longer dependent on one company or one sector (Westfield, for example, once home to several buggy-whip manufacturers, suffered greatly with the invention of the automobile).

Mark Borsari

Mark Borsari

“You can’t have culture when you have people transitioning every two or three years to chase the latest and greatest thing.”

Overall, the sector is smaller and much more invisible, a trait that emerged as many jobs in manufacturing went south or overseas — Bosch closed in 1986, for example — movements that prompted many to question the sector’s viability, contributing to today’s workforce challenges.

Those we spoke with said there has been some progress from efforts to introduce young people to the field, from initiatives like Barbecue Fridays to the rising cost of higher education and a willingness to look at fields that don’t require advanced degrees.

“Young people have such a bright future in manufacturing, and without incurring all that college debt,” Kasa said. “That debt is getting way out of hand, and rising interest rates aren’t helping. These kids going to vocational schools, and they can be an entrepreneur; they can make six figures and be an integral part of the community. So we’re really working to educate parents about this.

“Not every student is cut out for a college degree, and meanwhile, four years is getting them nowhere in this day and age,” she went on. “Having the vocational education does so much more for these kids, and there’s such a future in it.”

She said showing young people where the parts made at Boulevard are going — into the SpaceX rocket, for example — generates enthusiasm.

Meanwhile, valuing employees and cultivating a strong sense of team are also important, she said, not just with breakfast and barbecues, but by creating a culture, building camaraderie, and even grooming the next generation of leadership for the company.

Borsari agreed, noting that building a team and creating a winning culture are some of the things that haven’t changed over the years.

“Years ago, a good business realized they had to have talented people who could add value to their business feel well-compensated to stay with them,” he explained. “It’s the same today, but the difference is that, a lot of times, the high compensation and all those things need to be there before people can demonstrate that they have value.

“And you see that everywhere,” he went on. “You see that in companies with very little longevity; there’s no culture left. You can’t have culture when you have people transitioning every two or three years to chase the latest and greatest thing.”

Overall, Borsari said the culture he and his team have created — one where people enjoy working well together — is perhaps the company’s greatest competitive advantage because such a culture is less common than it was years ago.

“It’s pretty simple stuff, really,” he said. “It’s a refusal to take the cheap way out and at the end of the day, and it’s doing right by the people who count on us to treat them like we would want them to treat us.”

 

Bottom Line

Looking ahead, Sullivan repeated his oft-stated view that this region needs a growth strategy, one that will emphasize both the lower cost of living here and the strength and diversity of the local economy in an effort to convince more young people to stay — and more people from outside the region to find the 413.

And manufacturing is a big part of that story, he said, adding that the innovation that has defined the region for hundreds of years lives on in this sector.

You can’t look up a passing jet fighter out of Barnes and see the parts made here, said Sullivan, but they’re there. Just like this all-important component of the region’s economy.

 

BusinessWest Anniversary

Colleges Adapt to Non-traditional Realities

At the recent ceremony that officially installed him as chancellor of UMass Amherst, Javier Reyes noted that attitudes about higher education are changing, while rapid advancements in technology, with artificial intelligence at the center, are forcing colleges and universities to find new ways to meet their obligations.

“How does higher education respond to these challenges?” he asked. “How do we meet the needs of today’s students — students who are increasingly mobile and more agile? How do we meet the needs of a changing society? How do we remain nimble and adapt so that our students are prepared to be active and engaged members of their communities today, tomorrow, and for decades to come?”

That’s a lot to unpack, but UMass will focus on six key areas, Reyes explained: education, research and creative activity, translation and knowledge transfer, engagement, inclusivity and wellness, and financial and operational viability.

Then, importantly, he added, “it is important to stress that these are not six independent areas. Rather, they are six interconnected areas that must work in synergy with each other to achieve our goals.”

It’s a theme of connectivity that … well, connects Reyes’ thoughts with the conversations BusinessWest had with three other area higher-education leaders as they considered how academia has changed over the years — and where it’s going next.

“There’s been an evolution in higher education,” Elms College President Harry Dumay said. “About a decade ago, we knew there was a demographic cliff coming up for traditional undergraduate students. So everyone was thinking about the non-traditional population. And Elms had a strategy of partnering with community colleges to create degree-completion programs, which was very successful in growing enrollment in college through non-traditional students.”

John Cook, president of Springfield Technical Community College (STCC), said the role of his institution has become more prominent with last year’s launch of MassReconnect, which makes community college in Massachusetts free for adults over age 25 — another example of how colleges are prioritizing non-traditional students.

“We’ve become even more essential,” Cook said. “The fundamentals of what community colleges offer are even more important, if that’s possible, than they were 40 years ago. Access, opportunity, equity — all the things we talk about in the public sector — are really part of our DNA. And it’s invigorating to be a part of this, especially with MassReconnect, with a different kind of spotlight shining on us that further underpins this value that our name represents.”

Whether attending college right out of high school or returning as part of that older, non-traditional, often career-changing crowd, today’s students are increasingly facing an economy in flux, so they need, more than anything, to learn how to learn, Bay Path University President Sandra Doran said.

“Today’s graduates will have, on average, seven careers — not seven jobs, but seven careers,” she told BusinessWest. “That’s why we’re really committed to the concept of lifelong learning.”

Elaborating, Doran said, “in the past, you’d go to school for four years, then start your career. But that’s not always how higher education works. You might be taking college courses as a high-school student, or between ages of 17 and 24, or, sometimes, when you’re 50 years old. You might be in the workforce and, at the same time, taking college courses. This continuum of being able to learn any time you need to learn — and have the courses and programs available to do that — is really important to your future. And being adept at online learning is absolutely critical.”

Sandra Doran

Sandra Doran

“Today’s graduates will have, on average, seven careers — not seven jobs, but seven careers. That’s why we’re really committed to the concept of lifelong learning.”

In such a different environment from 40 years ago, she added, colleges and universities need to provide pathways, credentials, certificates, and degrees that are adaptable to people at all stages of life, not just those in that 17-24 age range.

“What we used to refer to as a student conjured up notions of sitting at a desk, taking notes, listening to a professor. But that’s not the only way education is delivered anymore,” Doran added. “People can learn forever.”

 

Into the Real World

Students are also training for a work world that’s fiercely competing for top talent — meaning not just graduates with skills, but those able to keep learning on the fly. With that in mind, Elms College recently crafted a strategic plan that emphasizes the core value of a liberal-arts education, experiential learning in the real world while still in college, and innovation.

“The employers of today are really desperate for students who are real-world ready; you don’t have to teach them how to behave in the workforce,” Dumay said. “At the same time, they can think on their feet. They have that critical thinking. A liberal-arts undergraduate education prepares students to think on their feet, articulate their thoughts, work in groups, all the soft skills that employers are looking for.”

At the same time, he said, the Elms has brought flexibility to the forefront, offering non-traditional students everything from remote options to short-term certificates and stackable credentials that will get them into careers, with growth potential, more quickly than in a full, four-year program.

Harry Dumay

Harry Dumay

“A liberal-arts undergraduate education prepares students to think on their feet, articulate their thoughts, work in groups, all the soft skills that employers are looking for.”

The presidents we spoke with also emphasized the importance of offering programs relevant to growth industries, like STCC’s future involvement in the Richard E. Neal Cybersecurity Center of Excellence being built at Union Station in Springfield, or its continued leadership in health sciences (at a time when healthcare deals with persistent staffing shortages), and HVAC and energy systems (as green energy continues its ascent).

“These are really, really helpful programs to have when we map out what the needs are in the workforce,” Cook said, noting that STCC’s School of Health will be renovated in a major capital project.

Doran takes a similar approach. “Bay Path has always been workforce-driven. That, again, relates back to lifelong learning — always being responsive to the marketplace, to employers. We started in 1897 as a business institute, as a reaction to what was needed in the workplace. That commitment to providing employers with a talented, long pipeline of potential employees really is a commitment to our region, and our lifelong learners.”

She, like Dumay, stressed the importance of flexible programs adaptable to the needs of non-traditional learners.

“It’s not one size fits all. Personalized education is a continuing trend,” Doran said. “We know how important it is for students to feel their college experience is valuable and works for them.”

Reyes said UMass intends to strengthen its role as a public research university in the coming years.

Javier Reyes

Javier Reyes

“We must continue to embrace our role as the primary developer of talent in the Commonwealth while ensuring that all of our students — regardless of their discipline — have the core skills, soft skills, and critical-thinking skills that will allow them to thrive in a rapidly changing economy and a rapidly changing world.”

“Fulfilling our role as a premier land-grant public research university will require us to continue to grow our research infrastructure while also expanding opportunities for students across all disciplines and at all levels to engage with research and hands-on learning opportunities,” he said, noting that, in FY 2023, UMass faculty received 1,164 research awards totaling nearly $240 million. “This is tremendous and speaks to the confidence in the research that is happening at UMass Amherst and the impact that our faculty have on the common good.”

In the current academic year alone, he noted, the campus became home to the National Science Foundation’s Center for Braiding Indigenous Knowledges and Science and the U.S. Department of Energy’s Academic Center for Reliability and Resilience of Offshore Wind, while UMass Amherst became one of just 18 institutions to receive the National Science Foundation’s inaugural Accelerate Research Translation Award, aimed at translating the research conducted in campus laboratories into tangible solutions to real-world problems.

“We must continue to embrace our role as the primary developer of talent in the Commonwealth while ensuring that all of our students — regardless of their discipline — have the core skills, soft skills, and critical-thinking skills that will allow them to thrive in a rapidly changing economy and a rapidly changing world, so that they can succeed and grow in the fields that they choose to be a part of.”

 

Better Days

Going back to MassReconnect for a moment, Cook noted that community-college enrollment had been on a downward trend in the Northeast for a while, but for both the fall and spring of the 2023-24 academic year, STCC saw a double-digit increase in enrollment, and he expects that pace to continue.

John Cook

“We’re not all the way back to pre-pandemic, but we have changed the trend, and we hope to continue to build on that.”

“We’re not all the way back to pre-pandemic, but we have changed the trend, and we hope to continue to build on that,” he said.

“We’ve been through COVID, which were pretty tough years,” Cook added. “When you combine the momentum of a major capital project and MassReconnect and our equity outlook and the fact that we’re the most affordable college in Springfield … these are wonderful fundamentals. It’s a great place to be.”

BusinessWest Anniversary

Hospitals Grapple with Some Significant Trends

Twenty years ago, in the issue commemorating BusinessWest’s 20th anniversary, area hospital leaders talked about what had changed the most over two decades, and they all mentioned the same thing: a shortening of hospital stays, with procedures that once required a several-night stayover now requiring only one — or none at all.

Today’s hospital leaders are still talking about it — because the trend has only accelerated.

“The time people spend inside the hospital for various procedures has been shortened significantly,” Holyoke Medical Center Spiros Hatiras said. “When I started in healthcare 30 years ago, someone would come in for a gallbladder surgery and spend four days in the hospital. Now it’s the same day, come in and leave.

“The same with other procedures,” he went on. “People even get knee replacements and leave the same day. For bariatric surgery, they just stay one night. They used to spend more time in the hospital, so that definitely has changed.”

Dr. Mark Keroack, president of Baystate Health, noted that, around the time BusinessWest ran that story, he started seeing an accelerating shift to more procedures done in the outpatient arena — which has impacted revenues across virtually all hospitals.

“We have 1,000 hospital beds, but 60% of our revenue comes from the ambulatory side. And even in my career, things that used to land you in the hospital for a week don’t anymore. Now you’re out in a day. That is an incredible advance because of microsurgery and advanced techniques.”

The other dramatic shift regionally — and nationally — has been a trend toward consolidation. Over the past four decades, Baystate Health, and its flagship hospital, Baystate Medical Center, have brought formerly independent hospitals in Greenfield, Palmer, and Westfield under its umbrella, while Mercy Medical Center was acquired by Trinity Health, and Cooley Dickinson Hospital is now part of the Mass General Brigham family.

“Healthcare has been evolving, and how hospitals are reimbursed has become extraordinarily challenging. There’s been a shift from inpatient care to outpatient care, which is beneficial for the community, but challenging to maintain revenues to support hospitals, which communities rely on for services,” said Dr. Robert Roose, president of both Mercy and Johnson Memorial Hospital in Enfield, Conn., both part of the Trinity family.

“And as those trends continue to shift and reimbursement rates for services decrease, that has reinforced the value of being part of a large system that has scale, that can leverage strengths across the service area.”

Cooley Dickinson Health Care President Dr. Lynnette Watkins said Cooley becoming part of Mass General Brigham just over a decade ago has been a benefit in many ways, and a model for what’s happening with formerly independent hospitals across the country.

Dr. Mark Keroack

Dr. Mark Keroack

“We have 1,000 hospital beds, but 60% of our revenue comes from the ambulatory side. And even in my career, things that used to land you in the hospital for a week don’t anymore. Now you’re out in a day.”

“So you still have that community impact, but you’re also backed by a larger network,” she told BusinessWest, citing, as one example, a current, $26 million capital project that will add about 7,700 square feet to the Emergency Department, increasing its footprint by about 40%. “We would not be able to undertake a renovation like this without the support of Mass General Brigham and its ability to engage and identify contractors and work through supply-chain issues and, candidly, to finance a project as large as this.

“Also, in order to be able to recruit and retain talent, particularly in primary care, we have to be competitive in the market,” Watkins continued. “And a lot of our colleagues come to Cooley Dickinson for that great community feel and care, but also are attracted by competitive compensation and the fact that we’re part of Mass General Brigham.”

Baystate’s own growth story began almost 50 years ago with the merger of three facilities into what is now known as Baystate Medical Center — and it has grown significantly since, with the expansion of Baystate Children’s Hospital, a massive addition known as the Hospital of the Future in 2012, and other projects.

But Baystate Health also encompasses Baystate Franklin Medical Center in Greenfield, Baystate Noble Hospital in Westfield, and Baystate Wing Hospital in Palmer, along with a host of physician practices and a cluster of specialty services in Springfield’s North End, most notably the D’Amour Center for Cancer Care, which opened in 2004.

“People don’t have to leave the area to get their care, and to get advanced medical care — level-1 trauma, neonatal ICU, specialty cancer care, specialty pediatric care, all those things that built up over the years,” said Keroack, who will retire from a more than four-decade career in healthcare this year. “Baystate has grown to the point where we’re doing roughly 65% of the medical care in Western Mass.”

Dr. Lynnette Watkins

Dr. Lynnette Watkins

“During COVID, we lost hospital personnel because they got sick or their families got sick or burnout occurred and individuals decided to take time off. We also had trainees in the pipeline that, for a couple of years, did not have the ability to learn at the bedside.”

At the same time, he added, a number of small hospitals closed or were repurposed over the years, from Ludlow Hospital to Farren Memorial Hospital in Turners Falls to Mary Lane Hospital in Ware, partly because of that shift to outpatient care and the ability of the region’s larger hospitals to diversify what they offer. “It’s hard for a small community hospital to make it.”

 

Getting Back to Work

That said, all hospitals these days, of all sizes, are struggling with workforce shortages across the spectrum, from nurses to many specialists.

Keroack said Baystate employs around 13,500 people and, before the pandemic, typically averaged 600 to 700 open positions at any given time. That number shot up to 2,100 during the Omicron phase of COVID — a time known in healthcare as the Great Resignation.

“No one wanted to work in healthcare. It was scary and difficult,” he recalled. “But we’ve done an awful lot to be better employers — we’ve done a lot with workplace safety, flex schedules, employee wellness, and novel approaches to new pipelines with our education and training partners.”

With almost 1,500 openings currently, “we’re about halfway back to where we used to be,” he added. “There’s still some work to do, but we’re making good progress and heading in the right direction.”

Watkins agreed that COVID took a toll on the workforce at Cooley Dickinson.

“We’ve had shortages before, particularly in nursing, but in the technical fields as well — radiology technologists, pharmacy techs, laboratory techs — but during COVID, we lost hospital personnel because they got sick or their families got sick or burnout occurred and individuals decided to take time off.

Spiros Hatiras

Spiros Hatiras

“Even though you have interoperability, the systems are not talking to each other. It’s a mess, if you ask me, where you could have made a really big breakthrough in medical records.”

“We also had trainees in the pipeline that, for a couple of years, did not have the ability to learn at the bedside,” she added. “And learning on the screen or in a sim lab is not the same as learning at the bedside. So these graduates are taking longer to complete their training, and taking longer to onboard and orient. That means more folks, particularly those that enjoy teaching and mentoring, are really required in order to bring this new cohort along.”

That has ramped up partnerships with UMass Amherst, Bay Path University, Springfield Technical Community College, and others on targeted programs to get more talent into the pipeline, from certified nurse aides to lab techs and surgical techs.

“One of the silver linings is that it has really forced us to be creative and collaborative,” Watkins said. “We even have high-school and college students as a part of our volunteer programs here at the hospital, so that young people can get exposed to what it means to be in a hospital, and what sorts of positions there are. Doctors and nurses are important, but there are other ways that you can work in the hospital and have a great experience.”

Roose said healthcare leaders have come to understand the importance of caregivers’ concerns at a time when the industry in general is at “an inflection point” when it comes to how hospitals operate.

“We need to double down and maximize our efforts to support caregivers through systems that keep people well and transform the systems that keep people well and transform our services in ways that meet the evolving needs not only of the patients we serve, but the colleagues that are part of our mission and drive service.”

Holyoke Medical Center has taken big steps to address those concerns as well, Hatiras said, including with compensation, but the system has still struggled, emerging from the pandemic, with employee expectations when it comes to long hours, weekends, and on-call hours — and a desire for more of their work to be remote, which isn’t always possible.

That said, artificial intelligence could begin to have a broader role, not in replacing providers, but making their jobs a little easier.

“You can have a natural conversation with the patient about their condition; the doctor can tell you what your blood pressure is, the patient can say what their symptoms are, and you can have AI listening in and creating an actual note for the chart instead of someone having to transcribe it or dictate it or type it,” Hatiras said, adding that AI can process copious amounts of information and … not make a diagnosis, exactly, but augment the doctor’s own decision making.

“It could be helpful as an overlay with all the patients that come and go — ‘hey, doctor, can you check this patient based on the data input? He may need attention; he may have sepsis; he may have an infection.’ It can be a tool to assist.”

 

Evolution Continues

Speaking of technology, Hatiras noted that one of the most monumental changes in healthcare in recent decades is the electronic medical record.

“I would say there are benefits and drawbacks. One benefit is that you can access certain information from anywhere. In the old days, you had paper charts, and if a doctor was on call and needed to look at somebody’s chart, he couldn’t. Now you can look at it — X-rays, lab results, all sorts of things. And there’s certainly more data being captured this way.”

The main downside is what Hatiras characterizes as a big missed opportunity, and that’s the failure of the U.S. government, early on, to establish a bid process and choose the best electronic medical record system and make it the national standard.

“What has happened is we have a hodgepodge of a system,” he explained. “If you physically cover more than one hospital, it’s a bear; you’ve got to learn each other’s systems: how to input orders, how to check labs. It’s not easy. Secondly, you can’t train for it in medical school because what system are you going to train on? If we had a national system, we could be learning this from year one in medical school. And even though you have interoperability, the systems are not talking to each other. It’s a mess, if you ask me, where you could have made a really big breakthrough in medical records.”

Speaking of government, Keroack noted that the way healthcare is paid for has changed dramatically, especially over the two decades since Romneycare; today, 97% of Massachusetts residents carry health insurance.

And with more than 90% of Baystate patients cared for under a global budget — specifically, Medicare and Medicaid accountable-care organizations — “if we overspend or are inefficient, we have to eat the difference. It leads us to emphasize prevention, wellness, and coordination of care. It’s changed the way doctors think about keeping people healthy.”

Today, with an older population than the national average, 70% of Baystate’s payments come from Medicaid and Medicare and 30% from commercial managed care, while the average hospital in the U.S. is 40% government and 60% managed care.

“Over time, the country’s going to have to tackle the question of whether we move to some single-payer health approach,” Keroack added. “We’re not done as a nation dealing with the cost of healthcare. We have the highest cost of healthcare in the world and the most splintered, uncoordinated program of paying for it.”

Meanwhile, major projects continue locally in an effort to meet community needs, from Cooley Dickinson’s Emergency Department overhaul — the ER was built in the 1970s when ER visits were less than half what they are today — to Trinity Health’s Enfield Ambulatory Center, which will reflect that overall shift toward outpatient care.

“There will continue to be an emphasis on innovation, technology, and what will be known as precision medicine or personalized medicine as we move into the future,” Roose said, citing projects at Mercy from a new palliative-care center to an agreement with the US Oncology Network to improve services, technology, and access to clinical trials.

“The main emphasis will continue to be on compassionate care and creating experiences that are holistic and compassionate and help people along their healing journey.”

BusinessWest Anniversary

Technology, Immediacy Have Changed the Game

When she first started working for Merrill Lynch in 1985, Pat Grenier had a desk, a phone, a phone book, and a street directory. And there was a lot of cold calling.

“I picked a street, and I would call everyone on that street; you can’t do that anymore,” she said, adding that it goes without saying that there’s no phone book anymore. And there’s nowhere near as much cold calling — in this sector and most others. And the desk and desk phone are not used nearly as much as they were even five years ago.

These are just some of the changes that have come to the broad financial-services sector, said Grenier, president of Grenier Financial Advisors, noting that, back when she started, and until maybe a few decades ago, this was what she called a ‘transactional’ business. Now, it’s far less about making transactions — especially the buying and selling of stocks — and more about partnering with the client to secure lifelong financial security.

“Now, our business is far more planning-oriented, and advisors are working more as a part of a team,” she said, adding that, instead of buying and selling stocks for clients, professionals like her will advise clients on everything from retirement planning to the specifics of a senior-living facility contract, to helping family members find bookkeepers or companions for their parents. “All that is not transaction work.”

Barbara Trombley, president of Trombley Associates, agreed, noting that the word advisor has come into popular use only over the past two decades or so.

Years ago, she said, individuals would have called someone who did what she does a stockbroker or even ‘my guy’ — a nod to how few women ventured into this field.

“It’s not just us putting together a portfolio — it’s how do you spend your money? How do you make it last? How do you leave money to your kids? And it’s a lot more personal,” she told BusinessWest. “I don’t get upset about the market going up and down on a day-to-day basis because I’m not trading stocks.”

Much has changed, and the same is true in another branch of the broad financial sector — insurance.

Indeed, when Sam Hanmer, president of Rush Insurance and a nearly 40-year veteran in this field, first started, he used “manuals, microfiche, the fax machine, and a dot-matrix printer,” he recalled. And customers were OK with getting answers to their questions in a few days.

Now, everything is stored in the cloud, and those same customers want this information instantaneously.

“The expectation is that they call, and they want the answer,” he said. “It’s on-time delivery in just about any setting, including insurance.”

Lisa Johnson, chief operating officer of Amherst-based Encharter Insurance, agreed, and said this business has changed in many other ways as well. Maybe the biggest has been consolidation brought on many different factors, ranging from the higher cost of doing business in a far more technology-driven field to retiring Baby Boomers looking for an exit strategy.

Pat Grenier

Pat Grenier

“Now, our business is far more planning-oriented, and advisors are working more as a part of a team.”

“It just became too difficult for small, independent businesses to survive given the amount of technology needs required to run an agency these days,” she said. “Human resources has changed so dramatically; you almost can’t run a business without having a human-resources expert to turn to. A lot of this has driven many of these smaller agencies to decide that this is the time to sell.

“What used to be your neighborhood agency is now likely owned by a much larger entity,” Johnson added, referring to a trend that covers not only insurance but many any business groups as well, from banks to accounting firms to law firms.

Meanwhile, another trend impacting almost every sector — challenges with finding and retaining talent — is also prevalent in this field, she said, using understatement when saying, “young people are not turned on by insurance.”

This has led to ever-greater amounts of automation and use of AI, she said, adding that these trends will only accelerate in the years and decades to come.

 

Money Never Sleeps

Flashing back to when he started in financial services nearly 40 years ago, Mike Matty, president of St. Germain Investment Management (which is celebrating its own milestone: 100 years), started by talking about technology and how it has profoundly changed this business and financial services in general.

“I always say that people have more information available to them today, on the internet and on their phone, than I had available to me as a mutual-fund manager back in the ’80s,” he told BusinessWest.

Barbara Trombley

Barbara Trombley

“It’s not just us putting together a portfolio — it’s how do you spend your money? How do you make it last? How do you leave money to your kids? And it’s a lot more personal. I don’t get upset about the market going up and down on a day-to-day basis because I’m not trading stocks.”

“There wasn’t even CNBC back then,” he added. “If you wanted to know what happened with the stock market back in those days, you turned on the 6 o’clock news and waited for the business segment. The world is so different right now.”

That goes for everything from the Dow, which was at or around 2,000 in the late ’80s (except for that fateful day in October 1987, when it lost 25% of its value) and is now at 38,000, to the way information is available instantly.

Too much information in some respects, said Matty, noting that the 24/7 nature of CNBC and other outlets creates higher levels of anxiety among those watching their wealth.

“Everything becomes an immediacy that they need to do something about,” he explained. “They’ll say, ‘the opening bell in seven minutes’ or ‘the most important hour of the day, the closing bell.’ They try to create anxiety and news out of a clock.”

This anxiety, and need to do something, certainly contributes to the wild fluctuations that have defined the markets in recent years, he said, joking that people might be better off if they waited for the 6 o’clock news.

They are certainly better off with today’s financial professionals, who do far more advising than their predecessors did 40 years ago.

“In 1984, most folks on this side of the table were more asset managers than financial planners,” Matty explained. “Now, the term we use is ‘wealth managers,’ because with that term comes the financial planning and the estate side of things; it’s a holistic approach as opposed to just managing a slice of your assets, which is more the way the business was years ago.”

Grenier agreed and described a typical day, and typical customer interaction, 40 years ago this way: “We focused on … ‘well, we have A, B, and C for you to buy because we think it’s going to do this, that, or the other thing.’ We didn’t look at the entire person, whereas now we are looking at the entire person, as well as their family.

Sam Hanmer

Sam Hanmer

“The expectation is that they call, and they want the answer. It’s on-time delivery in just about any setting, including insurance.”

“And we’re talking with them about transitioning wealth and protecting wealth,” she went on, adding that financial-services professionals are coaches, counselors, caretakers, and mediators — even if these words aren’t necessarily printed on business cards. “‘If you have a trust, is it titled properly? Are your beneficiaries up to date?’ I talk to them about all of that, whereas, when I first started, it was, ‘OK, I have this municipal bond,’ or ‘I have this stock.’”

This represents a dramatic change in this field that is still ongoing, said Matty, adding that today’s financial advisors serve in the same way Google Maps does.

“We guide people,” he said. “We need to know where you are, so let’s find out where we’re starting from. Let’s then figure out where you want to go and look at the options for getting there.”

Meanwhile, some important things haven’t changed.

“Oftentimes, you’ll have these conversations with people, and they’ll say, if I die…’ And I say, ‘let’s back up a minute. There is no if, there’s only going to be a when, unless you know something that I don’t, so let’s talk about what you want to do with your money between now and then to help you accomplish your goals.’”

In other words, death and taxes are still the only certainties in this business.

 

Policy Makers

Turning back the clock to to 1985, when he got his start in the insurance business, Hanmer, who has been with several agencies over the decades and unretired a few years ago, said there are certainly more players in this sector, primarily because the business was in many ways easier and less costly.

Mike Matty

Mike Matty

“People have more information available to them today, on the internet and on their phone, than I had available to me as a mutual-fund manager back in the ’80s.”

“When I started in the agency, your personal lines and your automobile insurance, specifically, had what they called ‘fixed and established rates,’ and that was all set by the state; the insurance companies didn’t set the rates,” he explained. “And that allowed you to have a mom-and-pop agency on just about every corner because it was more of a convenience buy then ‘I need to go shop my insurance to see if I can get the best deal,’ because every agency would provide you with the same number when it came to auto.

“All this allowed for what I call a lifestyle business,” he went on. “You could make a pretty good living with two, three, or four people in your office, and there would be one right down the street and another right down the street from that.”

It’s much different now, Hanmer said, adding that, when the state changed to competitive rating a quarter-century ago, that changed the dynamic in the industry. Prior to that time, and because the state set the rates, most direct writers didn’t have a presence in the state.

Lisa Johnson

Lisa Johnson

“Businesses look to cut down on the vulnerabilities they have. And a big vulnerability for all of us in insurance over the past decade, and I’ve really seen it accelerate, is personnel — trying to get people who are well-trained and understand that the insurance business is just really difficult.”

“They didn’t want to play that game,” he said, adding that the Progressives, State Farms, and Liberty Mutuals of this world now have a huge presence in the state, and its residents are subject to their endless TV commercials.

“With that competition, agencies had to work a whole lot harder because they had to shop everything,” he went on. “A lot of them said, ‘I don’t want to do this anymore,’ and that started the consolidated process.”

And it has continued unabated, said Johnson, noting that private-equity funds have discovered the insurance industry, and now, many of the mergers are driven by aggregators backed by private-equity funds.

All this consolidation is in some ways good for consumers because larger agencies provide them with more choice, she said, adding that this is countered by perhaps not knowing the person behind the counter — or on the other end of the phone — as well.

Meanwhile, the players left in the industry now find it increasingly difficult to attract and retain talent (yes, you’ll read these same words in just about every story in this 40th-anniversary issue), which is prompting many to outsource tasks and turn to virtual assistants based in other states or, increasingly, other countries.

“A lot of quoting of business is now automated, as are some aspects of claim handling, billing, invoicing, those types of things,” Johnson said. “Anything repetitious is now likely to be automated, and that’s not unique to the insurance industry.

“Businesses look to cut down on the vulnerabilities they have,” she went on. “And a big vulnerability for all of us in insurance over the past decade, and I’ve really seen it accelerate, is personnel — trying to get people who are well-trained and understand that the insurance business is just really difficult.”

 

BusinessWest Anniversary

Workforce Challenges Have Emerged over Time

When you’ve been building things for as long as Daniel O’Connell’s Sons (DOC) has, well … sometimes you enjoy the sequel.

Take, for example, the Montgomery-Russell bridge on I-90 over the Westfield River. DOC is currently renovating it, a $46.9 million project that includes deck rehabilitation, lighting and drainage improvements, and a major steel component replacement.

It’s a return of sorts for Holyoke-based DOC, which built that bridge nearly 70 years ago.

“When you have situations like that, it’s kind of cool,” said Joubin Hassanein, the company’s president. “You look back at photos of the people that were working on that original bridge, and to know that they’re kind of connected to you in some way is pretty awesome.”

With a 145-year history of major projects, from Springfield’s Memorial Bridge to Rowe’s Wharf in Boston and that city’s Leverett Circle Connector Bridge, the leaders at O’Connell’s can take a long view of what has changed in the construction industry, but Hassanein believes some of the bigger changes are still to come.

“Construction in general has been an industry that hasn’t seen a lot of change over the course of a long time — except for the period that we live in now,” he told BusinessWest, especially in the realm of technology. “We’re seeing a rapid adoption of technology into construction. We’re probably in the early stages of a very fast-changing scene within the construction industry. And I think it’s important for companies to be nimble enough to move with that change, and we’re heavily invested in that.”

DOC is equally invested in wastewater and drinking-water facilities, which now account for about 40% of its work, with the other 60% falling mostly into the education sector, but also healthcare, hospitality, senior living, and other areas. With two offices in Massachusetts and one each in Connecticut, New York, and Florida, it’s also looking to expand geographically.

David Fontaine Jr., CEO of Fontaine Bros., has also had a hand in plenty of large-scale public work, as well as helping to shape the landscape of downtown Springfield, from the MassMutual Center project 20 years ago to the recent conversion of the former Court Square Hotel into market-rate apartments.

“It’s great to see the momentum that’s generating for the area,” he said, adding that high schools and colleges have been another mainstay, with work at Deerfield Academy, Wilbraham Monson Academy, and a host of other schools, as well as healthcare projects for clients like Baystate Health and Mercy Medical Center. “We intentionally keep a mix of work in public and private sectors. The public sector is a little less sensitive to the ups and downs of interest rates.

“Almost 70% of our work is with repeat clients, so that’s important,” Fontaine added. “When there are fewer projects out there and they’re more difficult to get, we see fierce competition for every project we’re going after. But even with that fierce competition, we’ve won six of the last seven projects we competed for. We attribute a lot of that to those repeat relationships.”

When Joe Marois opened the South Hadley-based construction firm that bears his name in 1972, business was conducted differently, and he was discouraged to see some of that fall away.

Joubin Hassanein

Joubin Hassanein

“We’re probably in the early stages of a very fast-changing scene within the construction industry. And I think it’s important for companies to be nimble enough to move with that change.”

“It was a complete joy. A lot of the work we did initially was, believe it or not, on a handshake. We were doing colleges and private work, a lot of the mills, very little public work. But there was an abundance of work, and we had large crews, and it was a different time.”

Heightened competition in the private sector, however, eventually shifted the dynamic.

“As people started seeing what we were doing, they started migrating into our area to the point where the profits became problematic for us. So we migrated into the public sector. And that’s a lot more difficult — it’s permitting-intense, it’s paperwork … the process is very difficult. We’re dealing with engineers who have to deal themselves with peer review, which increases the requirements for the project substantially. We’ve had to use attorneys more in the last 20 years than in prior years just to make sure we cross our Ts and so forth.”

Ryan Pelletier, project manager for Houle Construction in Ludlow, said his firm has been focused for more than 30 years on the healthcare and hospital industry.

“That’s been our mainstay, our bread and butter. We do other things, all kinds of commercial work. But 90%, of what we do is healthcare by virtue of our repeat customers.”

His father, company President Tim Pelletier, arrived at Houle as an estimator back in 1989, working for company founder Ray Houle. At the time, the firm was building Friendly’s and Dunkin’ Donuts restaurants up and down the East Coast, as both were in serious growth mode.

Later, “Ray saw some opportunities in healthcare, and also, some of the guys were settling down with wives and kids, and fewer of them wanted to do the traveling,” Ryan said. “So the team leaned into the healthcare sector. They found some idiosyncrasies and peculiarities about the sector that makes it unappealing for some companies, but we found a niche there.”

David Fontaine Jr.

David Fontaine Jr.

“When there are fewer projects out there and they’re more difficult to get, we see fierce competition for every project we’re going after.”

COVID was an interesting time, he added, as Houle built temporary structures at Baystate Medical Center and Cooley Dickinson Hospital to handle COVID overflow, among other projects, but infection-control measures at area hospitals didn’t make things easy. “We were really, really needed, but they also didn’t want us there.”

All these firms have traveled different paths and made unique impacts on the landscape — both literally and figuratively. But they’ve shared many challenges, too.

 

Priming the Pump

One substantial change across the industry has to do with workforce — in particular, the flow of young workers into the industry, which has slowed to a trickle, something every contractor we spoke with for this story recognized.

Many years ago, Marois said, each summer, “we’d have nine or 10 or more college students that would come here automatically, and we’d hire them all. They’d stay for the four-year college stint.”

Nowadays, even vocational-school graduates are slim pickings, he went on. “It doesn’t seem like a lot of people have ambitions to be in the trades anymore. Not a lot of people are showing up. We’re even advertising on television.”

Joe Marois

Joe Marois

“It doesn’t seem like a lot of people have ambitions to be in the trades anymore. Not a lot of people are showing up.”

Pelletier agreed. “The economy has been shifting. Traditionally, you got apprenticeship work in the field. Today, a lot of young people are being pushed toward college, and none are excited to come out of school with an expensive degree to go into a career where they didn’t need a degree to begin with.”

He hopes some might be drawn by rising salaries, especially for in-demand trades like HVAC. “Demand is as high as ever, so beginning wages are increasing, and the costs to us are increasing.”

Indeed, Marois said someone still learning on the job can make $17 an hour, and they could be making $45 to $50 on a public-works project not too much later. “There’s some incentive there for young people, the fact that you can start at that level that quickly. But it doesn’t seem to be enticing for a lot of these young people.”

Hassanein said some of the technology being used in construction today may draw more individuals to consider a career.

“We have a lot of connected systems and data, and being able to make decisions and being guided by that data is becoming more and more prominent in our world, where it wasn’t before. So the people you want to bring in are people that can do that type of work and can process that information and translate it to the job.”

Pelletier added that “the obvious answer is to make it more appealing, pay more, and offer more benefits, but we can also get people from different sectors, like warehousing and retail. That’s something I like to do — find people in my daily commute, at Dunkin’ Donuts or Men’s Wearhouse, somebody who has a good personality and is always working hard; I encounter them daily. They may be at a job that’s just paying the bills, and if I have a need for an apprentice, I can put them on a career path.

“Our only option at this point is to be more proactive than looking for the kids who go from trade school right into the industry,” he added. “Those kids don’t exist in large numbers anymore. So we have to deal with that.”

Hassanein added that the workforce shortage across the industry was in evidence before COVID, but the pandemic exacerbated the situation.

“When we talk about the workforce, there’s certainly a focus on inclusion — a broad mix of people of color and women, people who represent the area that we’re building. We want to help them not only get into the trades, but be successful in the trades.”

“I think our industry lost quite a bit of people in the last downturn and never really recovered. So, as an industry, we’re challenged,” he said, adding that casting a net for a more diverse workforce, including more women, would help.

Fontaine agrees, noting that Liz Wambui, the firm’s director of Diversity, Inclusion, and Community Impact since 2021, has made some positive headway in workforce matters.

“It’s great to see the construction industry embrace diversity in the workplace,” he said. “When we talk about the workforce, there’s certainly a focus on inclusion — a broad mix of people of color and women, people who represent the area that we’re building. We want to help them not only get into the trades, but be successful in the trades.

“That’s where Liz goes above and beyond; she works with different partners on pathways into the industry, and once someone is in the industry, she partners with them to help them transition from project to project and make those first couple of years a success so they can have a long-term career.”

Considering the current challenges, Fontaine added, “a lot of Liz’s role is focused on the workforce generally. It’s a need we have across all the trades we work with, and we’ve done some innovative things, like partnering with unions, which are very forward-thinking and helpful in coming up with ways to attract people into the trades and keep them.”

 

Something to Build On

Some of the challenges of today’s construction industry are sector-specific, like the trend toward hospitals being acquired by national players, as in the case of Mercy Medical Center and Trinity Health.

“Where that becomes a challenge is the powers that be are located elsewhere, and decisions are being made halfway across the country for things that are local,” Pelletier said. “They don’t necessarily understand the complexities of the local market.”

Hassanein said it’s a good time to work in education because many colleges are prioritizing energy efficiency and carbon neutrality, and DOC is helping them achieve those goals over a number of years. “We’re at Mount Holyoke, Trinity, and Amherst right now, for example. Those are multi-year projects.”

Some of this work is still in its infancy, he added, but it’s expanding quickly. “It’s definitely a great place to be. Almost every academic institution has a goal established, with a deadline, and until now, they’ve been kind of waiting because the technologies have been changing at a rapid pace, so they didn’t want to invest a lot too early and realize that it’s outdated. But now, the clock is ticking, and they’re all in full motion.

“We’re always evolving, and you have to be a company that’s nimble enough to evolve with the environment that you have,” Hassanein went on. “The continuous-change element is a really key part of any company’s success going forward.”

Fontaine agrees that sustainability, green building, and new technology are exciting elements of construction today, but he added that another aspect of his firm’s success is not getting too busy when times are busy.

“A lot of people will chase whatever the new sector is, whatever they think the new geography is; they want to grow just to grow and do as much volume as possible. Our goal is always to do as good a job as we can on projects where we can be successful and execute.”

Despite the workforce challenges, he added, “I think the industry is in a good place. It’s been a positive profession for the last 20-something years that I’ve been in it.”

 

 

BusinessWest Anniversary

The Landscape Has Changed — in Many Ways

When Jack Dill, president of Colebrook Realty Services, arrived in downtown Springfield in the mid-’70s, it was a different world and a much different city.

The still-new mixed-use complex on Main Street, then called Baystate West, complete with a 28-story office tower, was crammed with retail on two floors (much of it migrating from storefronts elsewhere in the downtown), everything from a Friendly’s to a sporting-goods store to a men’s clothing shop.

It was connected via airwalks to two major department stores, Forbes & Wallace and Steiger’s, the latter of which was also connected via airwalk to an even more recent addition to the landscape, the new home of Springfield Institution for Savings, which Dill helped conceptualize and build as an employee of the bank. It, too, had retail and restaurants on two floors.

By 1984, the scene had started to change, with retail experiencing a sharp decline in Baystate West with the opening of the Holyoke Mall in 1979. Forbes & Wallace was soon demolished to make way for what is still known as Monarch Place, even though the namesake tenant and partner in the project, Monarch Capital Corp., filed for bankruptcy in 1991, and the property was subsequently sold at auction to Peter Picknelly.

By the mid-’90s, Steiger’s was demolished as well. In its place was built a park dubbed “a little park for a little while.” It’s still there. Meanwhile, at what is now Tower Square, there is very little retail (although Big Y is now a tenant), but two colleges (UMass Amherst and Cambridge College) and the YMCA of Greater Springfield call it home. And at what is now the TD Building, which Dill now co-owns, there is just a single restaurant, but the Springfield Symphony Orchestra, United Way of Pioneer Valley, and the Western Massachusetts Economic Development Council and its many affiliates are based there.

This quick history lesson helps show the many ways the landscape has changed over 40 years and continues to change, said Dill, adding that downtown Springfield is not unlike many other downtowns that suffered losses in retail to the malls and, later, internet shopping, and other properties — from the offices of banks that no longer exist to long-closed mills, to most of the Springfield Republican building — given over to new uses ranging from housing to breweries; from cannabis dispensaries to co-working facilities.

And we haven’t even mentioned the new, $1 billion casino complex built a few blocks south on Main Street.

“And now, the internet and that kind of distribution model is creating real problems for the large, enclosed malls,” said Dill, citing the ongoing demolition of the Eastfield Mall, the first such facility in the region, and the start of work to transform it into a mix of retail, housing, and other uses, as an example of how the scene continues to shift and change the landscape in the process.

Jack Dill

Jack Dill

“The internet and that kind of distribution model is creating real problems for the large, enclosed malls.”

Evan Plotkin, president of Springfield-based NAI Plotkin, agreed. He said the landscape has certainly changed from a commercial real-estate perspective, and it continues to evolve due to powerful forces ranging from malls to consolidation of the financial-services sector to, most recently, the COVID 19 pandemic, which introduced the world to remote work and hybrid schedules that left many to ponder the fate of office facilities in communities of all sizes.

He has seen, and been part of, movements to create dedicated facilities for healthcare practices (something that was novel four decades ago when such businesses would be next to accountants and lawyers) and to rethink downtown office towers, such as the one he owns, 1350 Main St. in Springfield.

Plotkin said the rise of remote work will certainly impact demand for office space, but he sees a partially offsetting force in east-west rail, which has the potential to put some area communities on the map, drive development in areas near the rail stops, and even prompt some businesses to realize they don’t have to be in Boston anymore.

“It could be transformative; in Springfield, for example, it could drive development in the Union Station area and make that area much more attractive,” he said, adding that he’s already seen more interest in properties there. “If east-west rail is successful, and I think it will be, and it becomes a reliable way to get to Worcester or Boston, it changes things dramatically.”

 

Space Exploration

Overall, the real-estate sector has seen a number of ups and downs over the past 40 years, from the boom times of the mid-’80s to the bust that came later that decade; from the surge provided by the arrival of the cannabis industry — which impacted most communities, but especially Holyoke — to the most recent turmoil resulting from the pandemic. And there have been headwinds of different strengths, from the tornado in 2011 to the Great Recession of 2008 to Springfield’s being placed in receivership 20 years ago.

Evan Plotkin

Evan Plotkin

“If east-west rail is successful, and I think it will be, and it becomes a reliable way to get to Worcester or Boston, it changes things dramatically.”

Overall, compared to other regions, the scene in Springfield and surrounding communities has remained relatively flat, said those we spoke with. There has been some new building and notable renovation projects — Springfield’s Union Station tops that list — but, overall, little movement of new businesses into the region (MGM Springfield being a major exception) and large amounts of what Plotkin called “musical chairs,” tenants moving from one location in the region to another.

“I’m seeing a lot of businesses move from property to property, but not really much new growth,” he explained. “We really need to look at how we can bring new businesses here.”

Meanwhile, the landscape has certainly changed on the retail side — everything from the departure of Johnson’s Bookstore, a watershed moment in the history of downtown Springfield, to the ongoing redevelopment of the site of the massive GE transformer complex in Pittsfield; from the successful conclusion of decades-long efforts to convert the former Court Square Hotel in downtown Springfield into a mix of retail and market-rate housing (the first tenants have started moving in) to the massive, ongoing effort to redevelop the massive Ludlow Mills property. That undertaking, a mix of brownfield and greenfield development led by Westmass Area Development Corp., is already more than a decade along, and will likely take another decade.

At present, with interest rates high and questions about the economy (let alone who will occupy the White House) moving forward, new building has been mostly stagnant, said those we spoke with, creating a white-hot market for manufacturing and distribution facilities. Meanwhile, cannabis is starting to retreat, with some of the properties turned over to that use (or intended for that use) now back on the market, especially in Holyoke.

But the biggest area of concern moving forward is the office market. Remote work and its impact on how much space companies will need is a huge factor, but there are other considerations as well, said Plotkin and Dill, noting that the continued consolidation of many sectors (a thread running through these 40th-anniversary stories) is an issue as well.

And it has been for decades now.

“Coopers & Lybrand had a large presence here, and they consolidated and moved to Hartford,” said Dill, citing just one example of this movement from years ago. “There are fewer banks, fewer head offices … fewer players in many sectors, and it has certainly impacted the market.”

“Having access to Boston that’s walkable from your downtown … that will have a big impact. You can live in downtown Springfield and, in an hour and a half, be in Boston. It takes longer than that to drive to Boston from Sudbury.”

As for remote work, Dill preferred to remain somewhat optimistic about its future and, thus, its overall impact on the real-estate market, despite growing concern, if not outright panic, in larger cities such as Boston and San Francisco.

“It’s taken some time, but we’re starting to see a return to the office,” he said, noting that several major corporations are ordering workers back, or trying to. “Work is kind of a social activity — there’s a reason we were all together in the first place as opposed to being out tending our own field.

“The joys of working at home, working in your pajamas, gets old after a while, I think,” he went on, leaving room for a measure of compromise in the form of a four-day workweek.

Plotkin is not quite as optimistic. He sees more permanence to remote work and hybrid schedules, and noted that Zoom has greatly reduced the need for people to be in their offices and for consumers to visit these offices.

This leaves questions about existing office towers and other facilities and their futures, he said, adding that conversion to residential use is an option that should be explored.

There is a huge need for housing in the region, he went on, and the need may grow if east-west rail becomes a reality, which he believes it will.

“Having access to Boston that’s walkable from your downtown … that will have a big impact,” Plotkin said. “You can live in downtown Springfield and, in an hour and a half, be in Boston. It takes longer than that to drive to Boston from Sudbury.”

 

Bottom Line

Flashing back 40 years, Dill said that, in many respects, downtown Springfield still looks a lot like it did then, at least from the street.

But a closer look — one inside the buildings on either side of Main Street — reveals large amounts of change, especially in Tower Square and the TD Bank building.

It’s very difficult to project what might come next given all that has happened over the past four decades, from the rise of malls to the demise of many of them, said Dill, adding quickly, and forcefully, that the only constant is change.

BusinessWest Anniversary

The Environment Has Shifted Profoundly

Tom Senecal used some hard numbers to detail what is perhaps the biggest change in the banking industry over the past four decades.

“In 1985, there were 18,400 banks in this country,” said Senecal, chairman of Holyoke-based PeoplesBank. “We are now down to 4,600; we’ve lost 13,000 banks in those 40 years. Credit unions … there were around 12,000; now they’re down to 4,200, so they’ve lost more than 7,000. In Massachusetts and Connecticut, there were 230 banks in 1985; I think we’re down to 130, and we expect to be down to 80 by 2030.”

That consolidation, brought on by many factors, but especially the higher cost of doing business and shrinking margins, has changed the local landscape in all kinds of ways, including commercial real estate, with dozens of former bank buildings and offices given over to new uses, from jewelry stores to cannabis dispensaries.

Indeed, it would take quite a bit of space in this story to list all the banks that were here 40, 30, or 20 years ago that aren’t here anymore. Just a partial list would include, on the larger-institution side, Bank of New England, Springfield Institution for Savings, and BayBank (names and letters that were once on office towers in downtown Springfield), and also Shawmut, Fleet, and BankBoston. On the smaller, community-bank side, Hampden, Heritage, Chicopee Savings, United, Woronoco, and Westbank are just some of the names that have disappeared from the landscape.

All of this is reflected in the large collections of business cards amassed by some bankers in this area, sometimes without actually leaving their office — it was only the name and logo on the card that changed.

But consolidation of the industry (and we’ll get back to it later) is obviously just one of many changes in this sector since Ronald Reagan was running for a second term in the White House. There have been huge changes in technology and how people bank, in how many non-bank entities are now vying for market share in this industry, and also in how people work, where, and even what they wear to the office.

Indeed, Lauren Duffy, executive vice president and COO of UMassFive College Federal Credit Union, is one of many officers at the institution that do not have their own office anymore. She works remotely a few days a week, and for the days she’s in, she reserves a desk online.

“I try to make sure I get one with a good window,” she told BusinessWest, adding that she usually does. And this sea change is only one of many in the world of credit unions, which four decades ago might have served the employees of one company or institution (like UMass Amherst or Mercy Hospital) and now have memberships that are much larger and more diverse.

There have been other changes as well, said Glenn Welch, president and CEO of Freedom Credit Union, who has almost exactly 40 years of experience in the industry and is one of those who saw his business card change repeatedly, but not the location of his desk. He said the business is, well, less formal now, reflecting trends across business.

“When I started out back in the ’80s, you had to wear a suit and tie every day,” he recalled. “If you left the floor you were working on, you had to put your suit jacket back on; you couldn’t walk through the lobby without being very formal.”

Dan Moriarty

Dan Moriarty

“Over my career, people have always been talking about how branches were dying or how we wouldn’t need anymore. But for small community banks or community banks in general, a physical presence will always be a necessity.”

Getting back to technology, it is a thread that runs through each and every story in our 40th-anniversary edition, and for good reason. In banking, the changes have been profound, with paper and old-fashioned bankbooks giving way to automated tellers and mobile banking, greatly reducing the need to visit the local branch and generating discussion and debate about whether banks will need such facilities moving forward — and, if so, how many.

Senecal said PeoplesBank plans to add three branches just this year as the institution plots an organic growth strategy while also looking hard at mergers and acquisitions. Meanwhile, Dave Glidden, president and CEO of Middletown, Conn.-based Liberty Bank, can see a day, not far ahead, when the bank will make net reductions in the number of branches in its portfolio. And Dan Moriarty, president and CEO of Monson Savings Bank, like others we spoke with, noted that, while the branch is visited less often today than before, and this trend will likely accelerate in the future, there will always be a need for face-to-face, in-person service.

“Over my career, people have always been talking about how branches were dying or how we wouldn’t need anymore,” Moriarty said. “But for small community banks or community banks in general, a physical presence will always be a necessity.”

 

By All Accounts

As he talked about the changes that have come to this sector since he entered the business more than 30 years ago, Senecal reflected on the building, and the office, he was sitting in.

This is the inverted-triangle-shaped office tower off I-91, across the street from the Holyoke Mall. It was once the headquarters to Heritage Bank, which famously failed amid excess and scandal in 1992, a time when many institutions were failing and the banking industry was in a state of turmoil.

Lauren Duffy

Lauren Duffy

“When I started working in credit unions almost 20 years ago, our financial services were fairly simple. It was a savings account, a checking account, and, most commonly, a car loan, a mortgage, or a personal loan. We’ve evolved with the economy and with the region, and it’s so complex now, the many things that we can offer.”

“The top floor here, the eighth floor, is much larger than the second floor, because of the shape of the building,” he explained. “Heritage had four offices on the eighth floor; we have maybe 30 on the second floor now. The eighth floor was extremely opulent. Joe Lobello, our president at the time, was pretty adamant that he did want the negative association of a failed bank; we were looking to move our headquarters, but he did not want to buy this building because of that negative association.

“Joe realized how inexpensive it would be to buy this building as opposed to building something new, so he finally acquiesced,” Senecal went on. “But my office is on the second floor because Joe did not want to be associated with the opulence of the eighth floor. Twenty-five or so years ago, Joe’s office was on the second floor, and today, my office is still here.”

Perhaps, but very little else about this sector is the same as it was a few decades ago. As noted earlier, institutions have disappeared, and many others have changed their name, in many cases dropping the word ‘Savings’ from the sign over the door because that word did not accurately reflect all that an institution could provide for its clients.

“When I started working in credit unions almost 20 years ago, our financial services were fairly simple,” said Duffy, speaking for other credit unions and banks as well. “It was a savings account, a checking account, and, most commonly, a car loan, a mortgage, or a personal loan. We’ve evolved with the economy and with the region, and it’s so complex now, the many things that we can offer — all the many things that we can do with cards and mobile apps, and all the ways we’re trying to be more accessible to people and really innovating around the idea of financial wellness.

Glenn Welch

Glenn Welch

“There’s not necessarily that loyalty now, especially when people can go online and see what others are paying on accounts or charging for fees or charging for loan rates. So you have to be more competitive.”

“That’s what credit unions were founded to address all those years ago,” she went on. “But we were addressing it in a more simple way 40 years ago than we are today.”

Meanwhile, the Massachusetts/Connecticut border, which wasn’t crossed by institutions based on either side years ago, is now readily crossed, with PeoplesBank advancing south, for example, and Liberty marching north.

The biggest change, though, has come in how people bank and the technology they use. It brings convenience, obviously, with people able to do almost everything by phone now.

This convenience brings expectations, on the part of consumers and commercial clients alike, Glidden said. “Everyone is trying to deliver that Amazon experience, and it’s of great importance today for a bank to stay up with what the consumer’s expectations are — and that’s higher, probably, than what banks have historically delivered.”

But this convenience also brings the ability to change banks quite easily, said Welch, which is forcing institutions of all sizes to pay even more attention to what the competition is doing and adjust to remain competitive.

“At the touch of a button, people can move their money anywhere, within seconds or minutes,” he said. “It used to be that you would have to go into the bank and have them draw up a cashier’s check, go down the street, sit down with someone to open a deposit account, and then move money over. Now, it can be done in an instant.

Dave Glidden

Dave Glidden

“Everyone is trying to deliver that Amazon experience, and it’s of great importance today for a bank to stay up with what the consumer’s expectations are — and that’s higher, probably, than what banks have historically delivered.”

“So there’s not necessarily that loyalty now, especially when people can go online and see what others are paying on accounts or charging for fees or charging for loan rates,” Welch went on. “So you have to be more competitive.”

Senecal agreed, noting that this is just one of the many pressures facing financial institutions today.

“Banks used to have 4% margins; getting out of bed, they had 4% margins — they didn’t have to do anything,” he explained. “Margins are down to 2.5% now and struggling to get to 3%. No banks in this country are enjoying those 4% margins we used to enjoy because information is so readily available that consumer behavior can change in an instant. You can move your money so fast, and that sort of competition drives attractive prices — it drives mortgage rates down, and it drives savings rates up, which squeezes margins.”

 

Points of Interest

This simple math explains why size is more important than ever before in this industry, and thus why the current pattern of mergers and acquisitions will continue into the future, with both banks and credit unions.

“It’s a consolidating industry, and we’ll continue to consolidate,” said Glidden, adding that, for a number of reasons, ranging from rising interest rates to the current administration in the White House, the pace of such transactions has slowed somewhat in recent years.

But consolidation will continue, he said, and especially on the community-bank level.

And while the number of banks continues to shrink, it is likely that there will be fewer of the traditional branches that have come to symbolize the industry, said Glidden, who worked for many of those institutions no longer here — Shawmut and then Bank of Western Massachusetts., for example — before arriving at SIS (which was later acquired by Banknorth, which was subsequently acquired by TD Bank), before moving on to Liberty.

He made it clear that branches are still critical to any institution’s success, and they provide great visibility. But there is no denying that use of these facilities continues to decline.

“Many of our younger generations have never been in a branch and probably never will be in a branch and are fine with a totally digital banking experience,” he said. “And this has really changed the dynamic of how we as bankers and financial advisers have to respond and engage our customers.

“Years ago, you might have gone to the branch once a week, or, if you were a small-business owner, you might go five times a week,” Glidden went on. “The reality now is that you might go the branch every two or three weeks, or you might go to it when you really have a question or problem you want resolved and you don’t want to do it through the call center or any of the other channels.”

As a result of these trends, banks are looking to maximize the visits that do happen, he said, while also thinking hard about consolidating their branches. He can see a day a bank with maybe 20 branches in an area like Greater Springfield might want to get down to 10.

Moriarty agreed that fewer people are visiting branches and those that do visit them less often, but he stressed that there will always be a need for such facilities.

“I feel that customers still want to come in and talk to someone, either to better understand a product or get advice or just get that face-to-face interaction because trust is a big part of the equation,” he told BusinessWest. “Down the road, we’ll still see that kind of interaction because people want and need it.”

Whether they will still need cash is another story, he went on, adding that, given the pace of change and the emergence of debit cards, he wonders how long consumers will still need coins and currency.

That might be the next chapter in the ongoing evolution of banks, credit unions, and the entire financial-services industry.

 

Community Spotlight

Community Spotlight

Jacob Robinson

Jacob Robinson took the helm at the Amherst Area Chamber of Commerce earlier this month.

After relocating to Belchertown a few years ago, Jacob Robinson found himself a frequent visitor to nearby Amherst and admits to falling in love with its downtown — as many do.

He confided to BusinessWest that, on more than one occasion, while walking along South Pleasant Street and passing the building that houses the town’s chamber of commerce, business improvement district, and visitors’ center, he thought to himself, “how cool would it be to work in a place like that?”

And now … he gets to answer that question.

Indeed, late last month, Robinson was named executive director of the Amherst Area Chamber of Commerce, and he took the helm on April 1.

“No joke,” he said in reference to his start date, adding that what he likes about the job, and what prompted him to seek it, besides its mailing address, is that it involves high levels of collaboration and the fostering of partnerships, which he believes are personal and professional strengths gained from more than 15 years of work with various nonprofits, most recently the West Roxbury Main Streets program, which he served as director.

“There’s a special energy to this town,” he said when asked what attracted him to the position. “And I wanted to be part of it.”

Robinson’s arrival is one of the many converging storylines in this community, known for its liberal leanings; college-town character; rich mix of museums, restaurants, and other tourism and hospitality businesses; its reputation as a great community to retire to; and a bustling, ever-changing downtown.

“There’s a special energy to this town.”

Others include a nearly $50 million expansion and renovation of the Jones Library; a $2 million renovation of the North Common adjacent to Town Hall; new businesses, such as the Aster & Pine Market, a specialty store, which cut the ceremonial ribbon on April 20; and a number of ongoing residential and mixed-use projects that will address a perpetual need for more housing while also, in many cases, bringing more vibrancy to the downtown.

These include several being developed by the Roberts Group, including a much-anticipated re-imagining of the property (just a few doors down from the chamber) known as the Hastings Building, because it was home to the legandary office-supply store for more than a century, and new construction on adjacent property.

Hastings Building

An architect’s rendering of the planned mixed-use development at the Hastings Building and adjoining property on South Pleasant Street.

Barry Roberts, president of the Roberts Group, said plans call for six units of market-rate housing on the upper floors of the Hastings Building and the Amherst College bookstore on the ground floor, with work on the latter already underway, with the goal of that facility being open for commencement. The adjacent 55 South Pleasant St. will be torn down, as well as property that served as cold storage for Hastings, with a five-story property to be built on that site that will feature 16 units of market-rate housing.

Meanwhile, another, much larger project is being planned for the former Rafters sports bar property at the corner of University Drive and Amity Street, most recently home to Pleasantrees, a cannabis dispensary that closed after operating for only a year. The site will be transformed into 85 units of housing in two five-story buildings, as well as retail and office space (more on this later).

There are also some ongoing stories, such as the Drake, the live-event space that brings hundreds of people to the downtown for shows each week; White Lion Brewing Co., located in the same building as the Drake, which is still acclimating to doing business in Amherst six months after opening (more on that later as well); and the largest of these ongoing stories — continued recovery from the pandemic, which devasted a business community that is largely dependent on the students, faculty, staff, alumni, and parents from the surrounding colleges.

For this latest installment of its Community Spotlight series, BusinessWest turns its lens on Amherst, a community that is in a seemingly constant state of motion — and change.

 

What’s on Tap?

Ray Berry has been in business with White Lion, launched in Springfield, for several years now, but he told BusinessWest that his location in Amherst amounts to a learning experience on several levels, with new lessons every day.

Indeed, he said the intriguing nature of this community — it’s not just a college town, but a three-college town with two more just a few miles away — presents challenges and opportunities that are unique and require some … well, getting used to.

“As a business, we continue to learn from the ebb and flow of the Greater Amherst community; every day is a learning process.”

“As a business, we continue to learn from the ebb and flow of the Greater Amherst community; every day is a learning process,” he said. “Whether it’s the population coming and going or special events in the town, we continue to learn and appreciate; it’s all new to us.

“In Springfield, we have pretty much 24/7, 365-days-a-year activity — there’s plenty of activity, and we don’t have to incorporate the university population that’s close by,” he went on. “But in Amherst, we have to be very mindful of how the university and private-college student activity, and faculty activity, impact the day-to-day business community.”

Elaborating, he said White Lion, now proudly serving Marcus Camby New England IPA, which is especially popular in Amherst, has operated through winter break, spring break, St. Patrick’s Day, March Madness, and other annual happenings, but the learning process will continue when the colleges shut down, or mostly shut down, for the summer and then reopen in September.

Learning these ebbs and flows is part and parcel to doing business in Amherst, noted Robinson, who is on a learning curve himself. Indeed, while already quite familiar with the town, he will now take his knowledge to a much deeper dive, while also getting further acquainted with the other six towns represented by this chamber, all with their own distinct personalities: Belchertown, Hadley, Leverett, Pelham, Shutesbury, and Sunderland.

Since arriving, Robinson has been busy with everything from staging one of the chamber’s signature networking and fundraising events, Margarita Madness, to planning the next events, including After-5s, workshops, and a new-member reception coming up in May, as well as early-stage work to hire a new marketing and events coordinator for the chamber.

“I’ve had to hit the ground running,” he said, adding that the chamber position presented a unique opportunity for him to continue what he calls “community work,” as both a volunteer and a nonprofit leader, most recently with Main Streets program in West Roxbury.

Amherst at a glance

Year Incorporated: 1759
Population: 39,263
Area: 27.7 square miles
County: Hampshire
Residential Tax Rate: $18.51
Commercial Tax Rate: $18.51
Median Household Income: $48,059
Median Family Income: $96,005
Type of Government: Select Board, Town Meeting
Largest Employers: UMass Amherst; Amherst College; Hampshire College
* Latest information available

He was commuting to that job from Belchertown — though also working remotely, to a large degree — when his brother-in-law brought the posting for the executive-director position at the Amherst Area Chamber to his attention. He applied with the intention of enthusiastically taking part in building on what he saw, heard, and experienced during all those visits to downtown Amherst — its restaurants, coffee shops, and theater.

“There is so much charm here; there’s the connection to the universities, the energy that comes from all those students, and the vibrancy of a town that’s connected to the college communities,” he said. “There’s a healthy mix of businesses and services, and that’s very telling of a dynamic and strong community here in downtown Amherst.”

 

Building Momentum

Long-term, the obvious goals are to continue building partnerships and creating collaborative efforts to promote the community, attract new businesses, and continue the ongoing recovery from the pandemic, which, as noted, hit this community perhaps harder than any other in the region because it shut down the Five Colleges and removed from the business equation tens of thousands of people and countless gatherings, from sporting events to commencements.

“It was very tough on everyone — it was shocking. Who would ever have imagined that the universities and the colleges would be closed for that length of time?” recalled Lisa Johnson, president of Encharter Insurance, the latest name on an Amherst institution that has been around since the late 1800s. “It was shocking to be on the streets and have them be so quiet.

“But the bounceback has been strong even though it took a while before people started coming out again, even the students,” she went on, adding that, perhaps because of the hard lessons learned during the pandemic and its aftermath, she believes the town and its business community are devoting more time and energy to attracting visitors while being slighly less dependent on the colleges.

Which is why she is encouraged by projects like the ones planned for Amity Street and the Hastings Building, initiatives that will bring more residents, but also opportunities for new businesses to settle in the community.

Roberts agreed, telling BusinessWest that, by and large, his ongoing projects are simply taking the names of their street addresses. Like ‘422 Amity.’

This is the the mixed-used project at the old Rafters property, and one that has the potential to change the landscape, in all kinds of ways.

The 85 units of housing will help meet an enormous need in that realm, he said, adding that the complex will bring new retail and new office tenants — and, therefore, more vibrancy — to that area just a few hundred yards from the UMass campus and a few blocks from downtown.

“It will even provide the town with the opportunity to apply for a Community Development Block Grant to put a roundabout at that crazy intersection there,” said Roberts, whose company has been, in a word, busy over the past few years.

Indeed, it has been involved in a number of initiatives, from the Drake project to bringing new tenants to several properties downtown, to another ambitious housing project, this one called 180 Fearing St., or simply One Eighty, which is in its final stages of construction and is fully rented through 2026.

The complex of duplexes features 22 versatile units ranging from studios to four bedrooms, said Roberts, adding that it has succeeded in attracting a wide range of tenants, from students and young families to professionals to retirees, which was the goal when it was put on the drawing board several years ago.

“This is an exciting project, and it has attracted an intriguing mix of tenants that really reflects the Amherst community — students, professionals, and retirees alike,” he said, adding that the same is expected from the project on the Hastings site, as well as another initiative in its early stages: the razing of a building across South Pleasant Street from the Drake — home to the former McMurphy’s bar and the Knights of Columbus — and construction of high-end condos (with accompanying parking) and commercial businesses on the street level.

“We’re still working on getting the permitting,” said Roberts, adding that this hurdle should soon be cleared, and another endeavor to bring more people, and vibrancy, to the downtown will be underway.

Features Special Coverage

Seed Money

Rick Sullivan

Rick Sullivan says the new report calls for admittedly significant financial investments — but that other regions have met such challenges with positive results.

The surprise was food science.

At least, that industry’s prominent place on a recent report outlining economic potential in Western Mass. was a mild surprise to some, Rick Sullivan said, but maybe it shouldn’t have been.

The report in question — commissioned and funded by the Western Massachusetts Economic Development Council (EDC) and produced by MassINC and Cambridge Econometrics — is called “Accelerating Inclusive Growth in the Pioneer Valley: A Prospectus for Transformative Investment.”

At its heart, it determines that the Pioneer Valley has considerable strength in certain industries and technologies poised to grow with the transition to a low-carbon future, specifically detailing competitive advantages — and, hence, major economic opportunity — in the realms of food science, advanced materials, and clean energy.

Sullivan, EDC president and CEO, noted that Big Y Executive Chairman Charlie D’Amour, who sat on the project’s advisory group, knows his way around matters of food science, food security, and food-delivery systems. “And I think he didn’t even have any idea about how deep the work being done at UMass was and their leadership position in this field, and how we could tie it all in together. I mean, UMass has the number-one food-science program in the country. Who knew?”

When the report was released last month, D’Amour noted that Western Mass. should capitalize on disruptive changes in the food industry. “From biotechnologies under development at UMass to innovative efforts to support local food entrepreneurs, the Pioneer Valley is situated to generate broadly shared wealth, positioning itself as a leading producer of sustainable food products.”

The report makes a broad case for transformative investment, pointing out data showing that:

• The Pioneer Valley retains manufacturing strength, but lacks growing industry clusters;

• The Valley is underperforming relative to its potential to conduct research and development and commercialize new technology;

• GDP per capita in the Pioneer Valley is half that of Greater Boston and below the metro-area average for the U.S., heightening the need for new, high-growth clusters;

• Inflation-adjusted median household income in the Pioneer Valley grew by less than 5% over the past decade, compared to nearly 9% nationally and 12% for Massachusetts statewide; and

• High concentrations of poverty undermine the potential of the region’s future workforce.

The report also details success stories of transformative investment to the east and west, with high returns on investment: the Albany, N.Y. nanotech cluster, which drew on hundreds of millions in state funding and tax incentives; and the Worcester health research and biomanufacturing cluster, which is similar to the Albany model but achieved over a longer time period and with more modest state investment.

Javier Reyes

“As the Commonwealth’s land-grant university, our researchers make new discoveries and develop technologies that support local industry and prepare the workforce required for the Commonwealth to flourish in the decades ahead.”

“The Pioneer Valley certainly has the preconditions to compete globally in knowledge industries — it is home to the University of Massachusetts flagship campus at Amherst, along with 10 four-year colleges and three community colleges. Together, these institutions develop an enormous amount of talent, as well as a significant volume of basic and applied research,” the report notes, also highlighting the region’s abundant outdoor recreation opportunities, strong healthcare and hospital systems, an international airport, advanced manufacturers, and a rich food ecosystem, from farmers and specialty food producers to larger-scale food manufacturing.

Hence, the region is ripe for dramatic investment and growth in general, and in the three sectors the report focuses on — food science, advanced materials, and clean energy — specifically.

“With these indisputable economic assets, it is striking how little proactive economic-development investment the region has seen in the past several decades,” it continues. “Blinded by Boston’s enormous output, it is difficult for many to appreciate the true potential of the Pioneer Valley.”

UMass Amherst Chancellor Javier Reyes agrees. “UMass Amherst is committed to working closely with our partners in Western Massachusetts to play a central role in fostering economic development and growth for the benefit of our region,” he said. “As the Commonwealth’s land-grant university, our researchers make new discoveries and develop technologies that support local industry and prepare the workforce required for the Commonwealth to flourish in the decades ahead.”

But, as we will see, investment means money — lots of it.

 

Not a Small Ask

Specifically, the report calls for establishing what it calls a Fund for the Pioneer Valley — a dedicated pool of resources for transformative investment in advanced industries that positions the region for growth while supporting the state’s overall economic-development strategy as it relates to the clean-energy transition.

Charlie D’Amour

Charlie D’Amour

“From biotechnologies under development at UMass to innovative efforts to support local food entrepreneurs, the Pioneer Valley is situated to generate broadly shared wealth, positioning itself as a leading producer of sustainable food products.”

Based on similar efforts, the report calls for committing at least $50 million per year in state resources to targeted economic investments in the Pioneer Valley over a 10-year period: $400 million for a strategic portfolio of innovation investments, $90 million for site development, and $10 million for economic-development implementation capacity.

To help ensure that the fund makes worthy investments and that it fully leverages the state’s capital, the report continues, each allocation should leverage additional federal and private investment at a ratio of at least one-to-one, resulting in at least $1 billion in total investment in the Pioneer Valley economy over the next 10 years.

“I’ll be the first one to sit here and say that’s a big number,” Sullivan told BusinessWest, but the results of similar efforts in places like New York and Georgia have borne fruit, and investments in IT, life sciences, and even offshore wind in the eastern part of the Commonwealth haven’t generated much spillover for the Pioneer Valley economy — meaning this region needs its own targeted strategy.

“Is there a component where we will seek state investment? Yes. Will it involve federal investment? We hope so. But at the end of the day, if it’s going to truly be successful, there has to be the private investment on the other side,” Sullivan added, pointing to the example of Clean Crop Technologies, which BusinessWest profiled in its March 18 issue, and which hopes to revolutionize food safety and production in the green-tech sector.

“Other companies are, if not outright investing in Clean Crop, they’re working with or contracting with them. Those are dollars that are coming into the region from well outside the region, and from companies that have typically not played in this region,” Sullivan explained.
“So for this to be successful for the long term, there absolutely has to also be that private investment. This cannot just be a government initiative. It can start as a government initiative, but it clearly must have private investment.”

While the federal government has been discussing ways to transition to a low-carbon future — and, in so doing, spur new forms of economic activity in metropolitan areas across the U.S. — Gov. Maura Healey has called for the development of a clean-energy corridor across all of Massachusetts, and the investments suggested in the report could dovetail with that effort.

Jay Ash

“This research illuminates promising opportunities unique to the Pioneer Valley as we develop low-carbon technologies. We must work together to help the region tap these opportunities to generate strong and equitable growth.”

“This research illuminates promising opportunities unique to the Pioneer Valley as we develop low-carbon technologies,” said Jay Ash, president and CEO of the Massachusetts Competitive Partnership. “We must work together to help the region tap these opportunities to generate strong and equitable growth.”

In the clean-energy realm, the report notes that the Valley has been a regional leader in clean energy, with ISO New England headquartered in Holyoke, extensive hydroelectric power (Holyoke Gas & Electric and FirstLight), early adoption of solar generation (conversion of the Mount Tom coal-fired power plant), and an effort to promote equitable business ownership and workforce training in the sector in partnership with the Emerald Cities Collaborative.

“Despite these advances, the region has struggled to define its economic role in the clean-energy transition,” it adds. “A robust strategy is critical because the clean-energy transition is the largest market opportunity by several orders of magnitude. Efforts to decarbonize the economy are drawing $2.8 trillion in investment globally each year, and estimates suggest spending must increase to $4.5 trillion annually to reach net zero by 2050. The Healey-Driscoll state economic-development plan seeks to position the entire Commonwealth to complete for this investment.”

Clean tech is a broad umbrella, Sullivan said, and includes the region’s broad research involving water — security, delivery systems, purification, and more — much of it from UMass, but also from a host of small companies.

“There’s a real opportunity to grow that. We’re looking at sectors that are only going to be more important in five and 10 years, not less,” he added. “The issues around water — water purity, water scarcity, water delivery — those aren’t going to go away. And they’re international problems. So that market is always going to be there. It’s an area that will grow.

“It’s the same thing with food,” he went on. “With climate change and global warming, the issue of how we raise, grow, deliver, and manufacture food isn’t going away. These are transformative in the sense that they’re sectors that are not totally built out — and they fit into the fabric of who we are as a community. They are environmentally based for the most part, particularly food science and clean tech. And they’re not going to go away.”

 

Drawing on Strengths

The report, which also drew financial support from the Community Foundation of Western Massachusetts, the Davis Foundation, MassDevelopment, and the Massachusetts Competitive Partnership, is available online at www.westernmassedc.com/wp-content/uploads/2024/03/white-paper-FINAL.pdf, and includes exponentially more detail than this article can convey, including specific ventures (along with specific dollar figures) by which the sectors of food science, advanced-materials, and clean energy may be cultivated.

The vision is to create clusters that become nationally recognized, drawing more companies and more investment, and make Western Mass. a dynamic and attractive place to launch businesses of all kinds, raising all boats, so to speak.

That was the goal of the Georgia Research Alliance (GRA), established in 1990. That nonprofit, public-private partnership was created to help industry, research universities, and state government agencies collaborate to build a technology-driven economy fueled by advanced research.

The state of Georgia provides the alliance with about $23 million annually to support its operations, from recruiting top research talent to building state-of-the-art labs. GRA also provides seed funding, legal assistance, and other services to support the researchers as they work to move their discoveries to the marketplace.

The result? Since its founding, GRA estimates it has produced a return on investment approaching $12 billion.

“We didn’t invent that model. That’s what’s happened in biotech, and that’s what’s happened in Upstate New York and in Georgia,” Sullivan said. “We’re looking to be the catalyst to get this thing to move, to show that it can work. Somebody has to tell the story of why this makes sense for Western Mass., and that’s an important part of this report. That, and we had to pick sectors that made sense.”

Ben Forman, MassINC research director and co-author of the study, is eager to see the state act with urgency.

“We have overlooked the Pioneer Valley for decades, jeopardizing its economic base,” he said. “It’s time to recognize and build on the region’s considerable economic assets.”

Community Spotlight

Community Spotlight

planned redevelopment of the former Wilson’s department store

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

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

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

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

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

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

There is also a need for communication.

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

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

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

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

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

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

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

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

Ginny Desorgher

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

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

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

 

Tale of the Tape

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Greenfield at a glance

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

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

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

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

 

Getting Down to Business

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Where Are They Now?

Where Are They Now?

Will Dávila

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

 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

 

—George O’Brien

Features Special Coverage

The State of the Bay State

 

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

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

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

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

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

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

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

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

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

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

Brooke Thomson

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

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

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

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

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

 

Work in Progress

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

 

It’s About Time

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

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

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

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

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

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

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

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

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

Which begs the question: where to start?

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

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

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

Community Spotlight

Community Spotlight

Rachel Rosenbloom and her husband, Michael Bedrosian

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

 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

 

Coming to a Head

They call it ‘Old Exit 8.’

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

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

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

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

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

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

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

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

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

 

Next Stop: Palmer

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

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

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

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

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

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

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

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

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

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

Features

Getting Revved Up

Zach Schwartz (left) and Jason Tsitso

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

 

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

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

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

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

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

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

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

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

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

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

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

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

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

 

Lager Than Life

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

One Way’s portfolio of craft beers

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

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

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

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

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

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

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

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

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

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

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

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

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

 

Draught Choice

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

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

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

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

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

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

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

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

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

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

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

Community Spotlight

Community Spotlight

Chris Dunne

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

 

‘Diverse.’

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

And with good reason.

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

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

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

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

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

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

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

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

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

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

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

 

Developing Stories

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

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

Wade Bassett

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

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

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

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

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

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

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

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

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

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

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

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

19th-century building

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

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

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

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

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

 

Staying Power

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

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

Deerfield at a Glance

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

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

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

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

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

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

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

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

 

Features

Concrete Example

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

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

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

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

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

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

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

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

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

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

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

 

Cleaner and Greener

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

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

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

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

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

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

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

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

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

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

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

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

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

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

 

Rising Interest

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

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

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

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

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

Professional Development

Professional Development

Ian Noonan teaches a workforce-development class at STCC.

Ian Noonan teaches a workforce-development class at STCC.

It’s called the IT Academy.

Launching on March 12, it’s a new program within Springfield Technical Community College’s (STCC) Workforce Development Center that focuses on cybersecurity, a growing field with a constant need for new talent.

“We’re really excited about this one,” said Ian Noonan, STCC’s director of Instruction and Asssessment for Workforce Development, noting that the program will have full- and part-time options. “There is such a big need for that piece, and this is a pathway to build careers in IT and cybersecurity. We want to make it easier for folks trying to break in, maybe non-traditional students who are not going to college.”

Indeed, the Workforce Development Center (WDC) focuses its considerable energies on such students, who are not taking classes for college credit, but instead training for employment in fields that badly need a stronger pipeline of talent.

“We offer plenty of different workforce-development, certification-based programs,” Noonan said. “Some matriculate into credit-bearing courses, and some are ways to earn certifications.”

One of the more popular options is the certified nurse aide (CNA) program, which prepares students with entry-level job skills that allow them to enter the healthcare field and prepare for the state board examination to become a CNA.

Other healthcare options include phlebotomy technician, emergency medical technician, EKG technician, and a few options for people already working in healthcare, including phlebotomy certification, CPR basic life support, and dental radiology.

“We’re always looking at what the best needs are for the community and how best to support students in building skills, earning certifications, and getting hired.”

The WDC describes its offerings as “non-credit programs and classes meet the ever-changing technology and workforce demands of individuals, businesses, and industries in the region.”

Part of that role is coordinating with the STCC Career Services Center to provide internship opportunities as well as full- and part-time employment opportunities. Meanwhile, the programs and classes offered at the center include both instructor-led and web-based workforce training and certifications in a wide variety of areas, including advanced manufacturing, construction and project management, healthcare, skilled trades, IT/network certification, and certification and license preparation in areas like auto damage appraisal, drinking-water treatment and distribution, and ServSafe preparation for food handlers and managers.

“One of the bigger programs we do is a HiSET/GED adult-education program funded through the state on a five-year grant,” Noonan explained. “With that, we provide HiSET and GED prep courses, both day and evening, both in person and online, as well as for students who are just getting started. We run these sessions in eight-week programs.”

 

Help Where It’s Needed

Among other programs at the WDC, the Educators’ Academy provides a free, 10-week course to prepare participants for the job of paraeducator in the Springfield Public Schools. Para-educators work with teachers and other school staff to provide instructional assistance and classroom support.

Another free offering is the Hampden Prep program for basic computer use skills, which helps reduce the digital divide that keeps many individuals from accessing jobs. The course provides instruction in technology and digital literacy, and students work to improve their computer and job-ready skills as well as prepare to earn certificates.

Noonan said the WDC is also developing a green-jobs program to create a pathway to support another rising industry. “We’re always looking at what the best needs are for the community and how best to support students in building skills, earning certifications, and getting hired.”

It’s critical work, he added. “This is so important, not just for students, but for the community as a whole. We’re talking about students coming into these programs, especially for the HiSET or the GED, who weren’t successful in traditional schooling, and this is a great opportunity for them to build their academics and learn those skills they need to move into a career.”

One benefit of the Workforce Development Center is that students are assigned a college and career advisor as soon as they start classes.

“It’s incredibly rewarding work to meet our students where they are. That’s why we’re here.”

“Our students all have access to that,” Noonan said. “We’re able to support them with résumé development, interviewing skills, cover letters, anything that will help support our students with that next step.”

Students enrolled in programs at the center also get access to all the college’s resources, from disability services to the Center for Access Services, which assists with needs like food and housing assistance.

“The mission of the college is to transform students’ lives. And what we’re doing here at the Workforce Development Center sets the stage for students to transform their lives and create better lives for them and their families,” Noonan said. “We’re here to support them with whatever they need, with programs ranging from HiSET and GED prep to getting their master electrician certification. There’s a lot here to offer the community.”

 

Rewarding Work

Noonan said it has been personally gratifying to him to see the impact the WDC has on people who may have walked an erratic path to get an education, or may have previously struggled with high school or college, but are now able to take the first steps toward a fulfilling career.

“It’s been great work, getting to see student success from day to day, seeing students who may not have been successful with traditional schooling be successful,” he told BusinessWest. “It’s incredibly rewarding work to meet our students where they are. That’s why we’re here.”

Community Spotlight Special Coverage

Community Spotlight

Mayor Joshua Garcia, left, and Aaron Vega

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

 

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

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

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

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

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

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

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

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

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

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

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

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

Joshua Garcia

Joshua Garcia

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

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

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

 

Curtain Calls

Garcia calls it “pulling back the curtain.”

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

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

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

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

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

Jordan Hart

Jordan Hart

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

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

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

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

 

Momentum Swings

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

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

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

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

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

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

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

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

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

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

 

Developing Stories

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

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

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

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

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

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

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

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

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

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

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

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

Holyoke at a glance

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

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

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

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

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

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

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

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

 

Bottom Line

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

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

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

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

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

 

Community Spotlight

Community Spotlight

Vince Jackson

Vince Jackson says Northampton retailers have mixed reports on the state of business these days, but are mostly optimistic.

As executive director of the Northampton Chamber of Commerce, Vince Jackson spends a lot of time talking to business owners, and what he hears is generally optimistic — to a point.

“Businesses are careful about using the term ‘fully recovered.’ For some retailers, their situation is better than it was in 2019,” he said, referring to the last pre-pandemic year. “Others say, ‘I’m open only three days a week versus seven, but I’m making more money now.’ Then, for others, things are still tough because we don’t have as much daytime foot traffic with a lot of people working from home. So it’s a mix of anecdotes around town, but the overall sentiment is that things are good.”

At the chamber, one way to gauge activity downtown is through Northampton’s gift-card program, which supports local businesses and, for the third straight year, got significant financial support from Keiter. Over this past holiday season, gift-card sales were up 9% from the previous year, and spending by people redeeming those cards has been up 12%.

“People are spending, and that translates into how retailers are doing,” Jackson went on. “I will say, however, that some retailers say things are not as strong as last year, when people were anxious to get back out and do more traditional shopping.

“So you’re going to get varied comments, but the overall sentiment is that business is good. Businesses are still dealing with supply-chain issues and inflationary issues, driving up costs of goods, but overall, people appreciate having made it through the pandemic and are ready to move on with a whole new start.”

Dee Dice, owner of Constant Growth, a marketing and consulting firm that works with many small businesses in the city and region, said there are supports in place in Northampton to help companies succeed, and new ones developing all the time, like the Sphere, a project of the Downtown Northampton Assoc. (DNA) that supports women entrepreneurs.

“Business owners and entrepreneurs are scrappy and resilient; they adapt well, and I think we’re moving into an era where we’re collaborating and coming together in different ways, figuring out how to share resources and how to come together as a community to set the next trend.”

“I feel like the city has much to offer, and it’s a really good place to start a business, for sure,” added Dice, who has become involved with the Sphere. “Is it ever the perfect time to start a business? That’s debatable, but Northampton is a good place to do it.

“I think Northampton values small businesses in the way they value artists and musicians,” she added. “They value that kind of rebel spirit, people who look to be different and take a risk. In that way, Northampton is great.”

The DNA recently launched a new series of downtown business owner meetings “to create an environment for businesses to come together and talk about what they face on the ground — what’s working and not working, and how DNA can help,” Executive Director Jillian Duclos said.

“I think there’s a lot of hope and a lot of enthusiasm for the future. I think the pandemic was really hard because it was isolating in a lot of ways, but things are shifting and changing on a daily basis,” she added.

“Business owners and entrepreneurs are scrappy and resilient; they adapt well, and I think we’re moving into an era where we’re collaborating and coming together in different ways, figuring out how to share resources and how to come together as a community to set the next trend. We’ve always been trendsetters here; a lot of communities follow in our footsteps, and now we’re resetting again.”

 

On the Road Again

And they’re doing so as a major Main Street road redesign looms ever closer, one that many business owners feel is necessary even as they fear the disruption it might cause once the actual construction work begins in 2025.

“Northampton is a city known for its resilience and community spirit. As we embark on the next phase of the Picture Main Street project, our top priority is to ensure that our local businesses not only endure but thrive,” Mayor Gina-Louise Sciarra said in a recent statement. “Together, we will ensure that downtown remains a bustling hub of activity, culture, and business throughout the construction period.”

Northampton Main Street

Both the Northampton Chamber of Commerce and the Downtown Northampton Assoc. are committed to communicating between their members and the city as the Main Street redesign project unfolds.

To that end, city leaders have joined with the chamber and DNA in a campaign around the road project with three goals: continuous communication channels between businesses, residents, and project teams; marketing, arts and entertainment programming, and educational initiatives to draw visitors and locals to Main Street; and innovative strategies to manage access and minimize disruption.

“A lot of business owners on the ground are actually very excited. Thinking ahead to when it’s complete, there’s not a lot of opposition,” Duclos said. “A lot of the comments have really been about the process of getting there. Because not much has happened, it leaves a lot of room to make up what might happen.

“But City Hall is working really hard,” she added, calling the campaign involving the chamber and DNA a “mitigation committee” that will keep its finger on the pulse of what’s happening and how it will affect businesses downtown.

“We’re going to make sure businesses have a voice at the table and they’re letting us know what they need. And businesses say they need to know the schedule of construction so they can work around that schedule,” she explained, noting that some businesses may not schedule certain events, appointments, or classes when loud construction is happening outside their window — but they’d like to know the schedule well in advance.

“We’ll work hard to create these communication channels to so they can operate their businesses in ways that make sense,” Duclos said. “This is not COVID. We’re not closing. We’ll be moving and shaking during construction, and we’ll be doing a lot of unique events.”

Jackson noted that the project’s goals match the acronym SAVE: safety, accessibility, vitality, and environmental sustainability.

“There is a need. There is a propensity for accidents, which have involved a death or two. And the state has said there’s an issue with two lanes on each side of Main Street that are not really marked for two lanes, and wide crosswalks and a number of other issues. And with accessibility, that means for everyone — bikers, people who have disabilities, people with mobility issues.”

In terms of vitality, Jackson is excited about how the redesign can build on some of the energy already being created not just in downtown businesses, but outside them.

“We’ve seen what outdoor dining can do for a community like this and how that has evolved. Even though we’re out of the pandemic, outdoor dining spots in Northampton are still very popular. That’s one of the silver linings to come out of the pandemic — we continue to capitalize on the beauty of the outdoors. That gives vibrancy to the city and gives people a reason to come downtown and shop, eat, and explore.”

Finally, environmental sustainability means not disrupting the environment too much, replacing and planting new trees so Main Street isn’t all about concrete and asphalt.

“You can come any night of the week into Northampton or Florence and get live music or some kind of performance. That’s encouraging, and of course it means not only the music scene will thrive, but people will eat out at more, hang out at bars and restaurants, and go shopping.”

Despite these positive goals, “business owners are nervous, rightfully so, about the disruption,” Jackson said. “What we’ve been told is that construction is expected to begin sometime in the fall of 2025, and the project is expected to take 18 to 24 months. So businesses are concerned.”

That said, the expectation is that the actual construction — both on the surface and with the underground infrastructure — will be tackled in phases, a stretch of road at a time, with the exact schedule communicated in advance. “It won’t be Main Street disrupted for a full mile; it will be broken up.”

Jackson pointed to previous road projects on Pleasant Street, where the chamber is located, and on King Street, that were successful, with plenty of commerce and activity along those well-traveled thoroughfares today.

“So I think, at the end of the day, people are optimistic about the future and realize this is a once-in-a-lifetime opportunity to think holistically about all the things this project represents.”

 

Continued Momentum

Jackson reiterated that the city, chamber, and DNA are committed to unifying the community and thinking of creative ways to plan events, activities, programs, and general excitement about downtown momentum, giving people reasons to visit even after the road project commences.

“So there’s new opportunity and new performance venues,” he added, citing the return of the Iron Horse Music Hall this May. “You can come any night of the week into Northampton or Florence and get live music or some kind of performance. That’s encouraging, and of course it means not only the music scene will thrive, but people will eat out at more, hang out at bars and restaurants, and go shopping. It’s the kind of city that invites strolling.”

Duclos agreed. “A lot of businesses support artists and have artists up in their shops and doing events. We want to work more closely with everyone on the ground to connect them and use our resources to support what’s already happening.”

Features Special Coverage

Holyoke Conceptualizes Olympic-style Sports Complex

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

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

 

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

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

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

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

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

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

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

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

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

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

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

Holyoke Mayor Joshua Garcia

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

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

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

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

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

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

 

Court of Opinion

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

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

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

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

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

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

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

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

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

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

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

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

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

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

“They handle the feasibility part of this, from design and development to operations,” he said of SFC, adding that the company can obviously help guide the initiative from start to finish.

 

Fields of Dreams

The sports complex, its importance to Holyoke and the region, and its potential as an economic driver are neatly summed up in a letter to a committee reviewing submissions to a request for proposals for a parcel on Whiting Farms Road owned by Holyoke Gas & Electric.

“This is not a dream, but a vision already being put in place by our partnership with the SFC team,” it reads. “We will build a sports facility that the city of Holyoke will be proud of … together with SFC, we will develop one of the top sports and event destinations in Massachusetts.”

Those behind those words believe this team has the drive, the confidence, and, eventually, the means to get the project over the finish line, or the goal line — whichever sports term one chooses — and make this vision reality.

 

Features Special Coverage

Gone but Not Forgotten

Elena Palladino in the house that inspired her book, Lost Towns of the Swift River Valley.

Elena Palladino in the house that inspired her book, Lost Towns of the Swift River Valley.

 

Elena Palladino recalls that, when she and her husband first walked through their stately white home in Ware, they noted that some of the pieces didn’t really seem to fit.

Indeed, the home is Colonial Revival in style, but many of its fixtures, including the pocket doors with ornate brass pulls, were Victorian. Their presence — which made the home even more attractive, and intriguing, in their minds and helped compel them to buy it — presented somewhat of a mystery.

One that was solved when one of their new neighbors referred to the property as the ‘Quabbin house.’

Palladino would eventually learn that this home was built by Marion Andrews Smith, who had lived in Enfield, one of the four towns flooded and essentially wiped off the map to build the Quabbin Reservoir; Dana, Greenwich, and Prescott were the others.

“It’s a very beautiful place. But I do think it’s important to remember that’s it’s a beauty that comes from the loss of those towns and the loss of community.”

Smith, as Palladino would also learn, was the last surviving member of a prominent mill-owning family that actually had a section of Enfield, known as Smith’s Village, named after them. Smith certainly didn’t want to leave Enfield, a town that she and other family members were very involved with, and she was one of the last residents to depart. She wanted to move the large Victorian home in which she lived to another location, but it wasn’t logistically feasible to do so. So she took what she could with her and made those pieces — everything from doors to molding; floorboards to wainscotting — part of the home she built in Ware.

But Smith’s story did far more than solve a mystery surrounding Palladino’s new home.

It inspired her to want to dig deeper into the lives of those who, like Smith, were told to pack up and leave and then watch as their community was obliterated to bring much-needed water to the fast-growing city of Boston and its suburbs. It inspired her to want to know more about what those final years, months, weeks, days, and even hours were like.

So, Palladino, secretary to the board of trustees at Smith College, started the research that would eventually lead to her first book: Lost Towns of the Swift River Valley: Drowned by the Quabbin.

It tells the stories of three individuals who were forced to leave their lifelong homes to make way for Boston’s reservoir — Smith; Willard ‘Doc’ Segur, the valley’s beloved country doctor and town leader; and Henry Howe, Enfield’s postmaster and general-store proprietor.

The book came out in late 2022, and over the ensuing year, Palladino has crisscrossed the state on a book tour of sorts that took her to libraries and historical societies. She talked about her book and the research that went into it, but also about her home and the connection it provides to Smith, and an intriguing bill now in committee that seeks regional equity and recompense for the Swift River Valley and its people (more on that later).

Through the book and the talks, she said she believes she’s created a greater understanding of all that was lost to build the Quabbin. Most understand fully what was gained, she added, but her stories help convey the price that came with this 20th-century engineering marvel.

Elena Palladino says learning the story of her Ware home

Elena Palladino says learning the story of her Ware home inspired her to dig deeper into the lives of those displaced by the Quabbin.

It is this profound loss that she now feels each time she visits the Quabbin, which is only 10 minutes from her home.

“It’s a very beautiful place,” she said. “But I do think it’s important to remember that’s it’s a beauty that comes from the loss of those towns and the loss of community.”

For this issue, BusinessWest talked with Palladino about her home and her book, but mostly about the Quabbin towns and why, 86 years after Swift River Valley residents gathered for a farewell ball to mark the demise of their communities — “A Last Good Time for All” was how it was billed — it’s important that their stories never be forgotten.

 

Flood of Memories

Palladino has never met Marion Andrews Smith — she was born decades after Smith died.

But she feels a very powerful connection to the woman. Living in the home she built and spent her final years in is a big part of it, obviously, but there’s much more.

“It started as a personal project, and the initial research was mostly on our house. As I learned more about Marion … it seemed like every bit of research led to more.”

Indeed, as she came to know more about Smith through her research and then through meetings with Marian Tryon Waydaka, whose parents were Smith’s groundskeeper and chauffeur — and named their daughter after their employer — she came to fully understand both Smith’s taste in home furnishings and her incredibly strong will in the face of not only losing her home to a public-works project, but so much more.

She learned, for example, that Smith had family members who died in 1928, 1929, and 1932 and were buried in the valley, knowing full well they would have to be eventually moved elsewhere as the reservoir became reality.

“It could have been denial or defiance; it may also have been that she hadn’t decided where else she would like to move,” Palladino said. “But I thought that was a very interesting decision.”

She also learned that Smith was one of the very last residents to leave in the summer of 1938 and never did sell her property to the state; her land and home were taken by eminent domain, although she did eventually settle with the state.

Palladino grew up in Sturbridge, just east of the Quabbin, and her father and brother loved to fish the reservoir. So, like most who grew up in the 413, she knew the basics about how that resource was created and how four towns disappeared in the process.

It wasn’t until she and her husband bought the house on Highland Street after she took the job at Smith College — and they learned more about the home and the woman who built it — that her subtle interest in the Quabbin towns and the people who lived there became a fascination, and the subject of a book.

“The book started as research — I’ve always loved history and old homes — but then, because I was able to find out so much about Marion and her story was even more fascinating because it was integrated with the Quabbin towns, it became a much bigger project than I ever thought it would be.

“It started as a personal project, and the initial research was mostly on our house,” she went on. “As I learned more about Marion … it seemed like every bit of research led to more. Because she was from such an important family, there was lots to find about her; she was very involved, as were her family members, in various town organizations.”

Palladino took full advantage of the many resources available to those who wish to know more about the Quabbin towns and those who lived there, including a large collection at the UMass Amherst Library; the Swift River Valley Historical Society in New Salem; the Visitors Center at Quabbin Park in Belchertown; various scrapbooks; several books on the subject, including Donald Howe’s Quabbin, the Lost Valley; and meeting minutes from various organizations, including the Quabbin Club, a women’s club in the valley that existed from the late 1800s until the towns were disincorporated.

 

The Plot Thickens

Palladino’s book focuses on three of the last residents to leave the valley, and through those stories she conveys those final days through their eyes.

“There are many great books about the Quabbin, but this one is a little more personal in nature,” she said. “I was most intrigued by what it like for Marion, and any of the people who lived there, to have to leave; it’s a more personal side of the story.

“It was a long process,” she went on. “The Ware and Swift River Acts were passed in 1926 and 1927, and even before that, for about 30 years, the idea of an enormous reservoir was out there — it was discussed. From 1895 on, people knew this might come to pass and that a reservoir might be built here. When it finally became real, it was devastating for the people who lived there, but it also didn’t feel quite real because there was such a long period of time during which the towns were destroyed, and the dam and the dike were built — it was about 10 years.”

She said some left quickly after their homes were purchased by the state, while others who sold leased them back and stayed in the valley while deciding where to go next. And then, there were some who stayed until the very end.

“I think that must have been a difficult choice to make,” Palladino told BusinessWest. “By 1938, it was a scene of destruction; by then, many homes had been demolished and burned, all of the trees in the valley had been cut down, all of the brush below the water line had been cut and burned, and the buildings that were still standing in 1938 were quite dilapidated because they weren’t being cared for.

“Their town would have been unrecognizable,” she went on, adding that, despite all this, some did stay to the bitter end.

Palladino has tried to convey the hardships and emotions experienced by all those who lived through the demise of the Quabbin towns during talks about her book, more than 40 of them, over the past year or so.

“It was wonderful to speak locally, to people who know a lot about the Quabbin and live near the Quabbin, but it was also good to speak in Eastern Massachusetts towns where the story is less well-known,” she said. “There are plenty of people who know that their water comes from the Quabbin, but far fewer who really know how the Quabbin came to be.”

Elena Palladino wants everyone who visits the Quabbin — or ever drinks its water — to contemplate the loss and sacrifice involved in its creation.

Elena Palladino wants everyone who visits the Quabbin — or ever drinks its water — to contemplate the loss and sacrifice involved in its creation.

Through her talks, she has also made people aware of legislation, now in joint committee, that would, among other things, establish a Quabbin host-community fund through a 5-cent levy on every 1,000 gallons of water drawn from the reservoir.

“It’s pretty modest — it would only raise about $3.5 million a year,” she said. “But those funds could be used by the towns around the Quabbin for infrastructure and other capital improvements.”

 

The Loss Column

Palladino wasn’t at the farewell ball in 1938, obviously. But in some ways, she feels like she was.

Through her research, she has come to understand, as perhaps few can, what it was like to be at Enfield Town Hall when the clock struck midnight, and this wasn’t actually a town anymore.

It was part of a valley that would, over the next several years, be flooded with more than 400 billion gallons of water.

That ball, and the many extreme forms of loss experienced by those who were there — and all those who lived in the Quabbin towns — is what she thinks about when she visits the reservoir.

And she implores all those who visit or even drink the water to do the same.

 

Community Spotlight

Community Spotlight

Facemate property

An architect’s rendering of the mixed-use facility planned for the last remaining parcel on the Facemate property, one that will bring more than 100 units of affordable housing to the city.

Like most other cities and towns, Lee Pouliot says, Chicopee has a housing shortage.

It’s evidenced by everything from lengthy waiting lists at apartment complexes and skyrocketing rents to rising prices for single-family homes, said Pouliot, the city’s planner, adding that there are several projects in various stages of development that may bring some relief.

One is long-anticipated new construction at the last remaining parcel from the former Facemate complex, a project that will add an anticipated 106 units of affordable (workforce) housing to the city’s inventory.

“Housing is a huge issue here and around the Commonwealth, so to get construction of 106 new units is very significant for us,” he said, referring specifically to the Facemate project. “And this is new construction from the ground up, so it will be a fairly significant change to that area; we’re pretty excited.”

There’s also progress on the remaining buildings at the former Uniroyal complex, which has been closed and mostly vacant for more than 40 years. Pouliot said the city is close to naming a preferred developer for a project that will make housing the focal point of redevelopment of the former manufacturing buildings.

“Chicopee is really the crossroads of the region. It’s easy to get here from anywhere, which attracts many different kinds of businesses.”

Then there’s the massive — as in nearly 1 million square feet — Cabotville complex in the center of the city. Now vacant for more than four years, the property will likely be going to auction again shortly, said Pouliot, adding that the city is hoping that a buyer experienced with mill conversions will obtain the property and make housing its primary new use.

But momentum on the housing front is just one of the developing stories in this city of more than 55,000 people, the second-largest city in the region.

Indeed, Melissa Breor, director of the Chicopee Chamber of Commerce, cited everything from some new businesses, all minority-owned, in the city’s center — including Island Spice restaurant, specializing in Sri Lankan cuisine, and a new location for Hot Oven Cookies — to renovation of the former city library into space for community events, to progress with her own chamber, which, like most all others in the region, has had to downsize and battle back from the difficult COVID years.

“There’s many exciting things happening here,” said Breor, who grew up in the city, left, and returned to get more involved in the community. Overall, she noted, Chicopee continues to take full advantage of its many assets, and especially its location and accessibility; there’s not one, but two Mass Pike exits funneling traffic into the city, which also has I-91 and Routes 291, 391, and 33 running through it.

“Chicopee is really the crossroads of the region,” she said. “It’s easy to get here from anywhere, which attracts many different kinds of businesses.”

Other assets include Westover Metropolitan Airport and several industrial parks created on surplus land at the massive Air Reserve base, both now overseen by Andy Widor, president and CEO of Westover Metropolitan Development Corp. (WMDC), which operates the airport.

Melissa Breor

Melissa Breor says Chicopee has many tangible assets, especially its location along several major highways.

He said the airport is somewhat of a hidden gem, and one of its priorities is to make it less hidden. The facility is home to maybe 20 aircraft of various sizes. Meanwhile, many chartered flights, such as those for area sporting events, and private jet flights, including many for the Basketball Hall of Fame induction ceremonies each fall, will use Westover as an entryway to the region. It also hosts public charters to Atlantic City operated through Sun Country Airlines, service that started last August.

“We like to say that the airport connects Chicopee to the world,” said Widor, adding that a recent study undertaken by the UMass Donohue Institute shows that the airport and airparks operated by the WMDC are an “economic-development engine for the region,” contributing more than $2.2 billion in economic output and roughly 8,500 jobs around Massachusetts annually.

For this, the latest installment of its Community Spotlight series, BusinessWest takes an in-depth look at Chicopee and the many forms of momentum in evidence there.

 

Progress Report

Pouliot told BusinessWest that redevelopment of the Uniroyal complex, once one of the city’s largest employers, has been a story with many twists and turns, with its first chapters written when Ronald Reagan was patrolling the White House.

The latest chapter holds enormous promise for helping alleviate Chicopee’s housing crisis while bringing new vibrancy to the Chicopee Falls section of the city, he said, adding that the city issued a request for proposals for the four remaining buildings on the site last year, received proposals from two different groups, and has seen one of them recommended by an evaluation team.

Negotiations continue with that group on a land-disposition agreement, he went on, noting that, by spring, the city should be in a position to announce both a plan for the property and the group that will carry it out.

“The city’s hope is that a developer gets control of this property that has experience with mill conversion from the ground up. These are challenging projects, and experience is critical in navigating everything from building codes to financing strategies.”

“We’re anticipating mixed use, with a significant housing component,” he said, adding that negotiations continue on the number of units that will be created in what will be a massive undertaking that will likely take several years to complete.

The timeline is much shorter for redevelopment of what’s known as the Baskin parcel at the Facemate complex, a project being undertaken by Brooklyn-based Brisa Development.

Plans call for a mixed-use development which, in addition to the 102 units of workforce housing, will also include a restaurant and a sports complex that will include indoor and outdoor athletic fields, batting cages, elevated running tracks, climbing walls, and outdoor spaces “encouraging community engagement,” according to the Brisa website.

The residential portion of the project, new construction, will commence first, said Pouliot, adding that ground will likely be broken this spring or summer.

As for Cabotville, the property that casts a huge shadow over the city’s center, literally and figuratively, Pouliot said the property has had several owners over the past few decades, with none of them able to advance projects to create housing or other uses. The property is vacant — the last remaining commercial tenants were evicted as the building was closed due to code violations in 2022 — and secure, but the clock is certainly ticking.

“From an engineering perspective, it’s structurally sound, but the longer a building sits vacant, the greater the risk of its condition deteriorating,” he said, adding that, while there has been discussion of the city potentially acquiring the property, as it did with the Uniroyal complex in 2009, officials are leery about taking on another huge development project until the Uniroyal project advances.

Andy Widor

Andy Widor is working to build out all aspects of Westover Airport.

“The city’s hope is that a developer gets control of this property that has experience with mill conversion from the ground up,” Pouliot told BusinessWest. “These are challenging projects, and experience is critical in navigating everything from building codes to financing strategies.”

While those initiatives unfold, some municipal projects are moving forward as well, he said, referencing long-awaited work to renovate the former library, closed since 2004.

Bids have been received for the project, estimated at $18 million, with the goal of transforming it into programming space to host everything from Chamber of Commerce business training events to programs staged by nearby Elms College. It will also be the permanent home of the Center Fresh Market, a farmer’s market that traditionally sets up in the plaza outside the building.

The city is also close to bidding the next phrase of City Hall renovations, he said, adding that this phase involves renovation and modernization of office suites.

 

Changing Landscape

As she talked with BusinessWest in the chamber’s tiny office on Center Street, just a few hundred yards from City Hall, the library, and Cabotville, Breor said Chicopee is a community seemingly in a constant state of change.

Whether it’s new businesses, many of them national chains, on Memorial Drive, the city’s main commercial throughfare, or new or growing local entrepreneurial ventures, such as the new tenants just a block away on Center Street in property redeveloped by the Valley Opportunity Council — Hot Oven Cookies and Island Spice — the business landscape is always changing, she said.

Chicopee at a Glance

Year Incorporated: 1848
Population: 55,560
Area: 23.9 square miles
County: Hampden
Residential Tax Rate: $14.76
Commercial Tax Rate: $31.78
Median Household Income: $35,672
Median Family Income: $44,136
Type of Government: Mayor; City Council
Largest Employers: Westover Air Reserve Base; J. Polep Distribution Services; Callaway Golf Ball Operations; Dielectrics; MicroTek
* Latest information available

Breor came to the chamber in the summer of 2022 after working at UMass and, before that, with the Greater Northampton Chamber of Commerce as Hampshire County tourism coordinator. Desiring to return home — she grew up in Chicopee Falls — she originally applied for an open position at the chamber handling marketing. But while interviewing for that job, the director’s position became open, and she adjusted her sights.

She now presides over a chamber, that, like most all others in the region, has become smaller in just about every way, from the size of its office to the number of members (currently about 250) to the size of its staff — at present, it’s just Breor and a one-day-a-week staffer focused on marketing and social media.

But the chamber remains a powerful force for a business community that is diverse in every sense, she said, whether it’s providing technical assistance, staging networking events, or collaborating with other area chambers on larger projects.

One such event, slated for March, will benefit the Food Bank of Western Massachusetts (recently named BusinessWest’s Top Entrepreneur for 2023). The rice-and-beans drive and fundraiser will also involve the Springfield, Holyoke, Westfield, ERC5, and West of the River chambers, said Breor, adding that there are other collaborative efforts on the calendar or in the planning stages, including legislative events and a softball tournament to be undertaken with the Holyoke chamber to be called the Battle of the Bridge.

At Westover Airport, meanwhile, Widor is working to build out all aspects of that operation, from planes based there to flights in and out, and he believes there is great potential to do so.

Renovation of several hangars on the property, an ongoing initiative, presents the opportunity to house more planes of all sizes, including the largest private jets, at the airport, he noted.

Meanwhile, the airport’s location — close to Springfield and Hartford as well as the many colleges in the region — is an asset, as is the relatively new pilot-controlled lighting at the facility, which enables it to remain open for landings 24 hours a day.

Widor said the airport, which shares runways with the Air Reserve base, serves a number of businesses and institutions — bringing guests for Hall of Fame induction week and headliners for performances at MGM Springfield facilities to the region, for example, as well as organs for transplant at Baystate Medical Center — and there is considerable room for growth.

Chicopee’s leaders believe the same is true for the city — and its diverse business community — as a whole.

 

Professional Development

Professional Development

Jennifer Law

Jennifer Law says the class in effective business writing has been a benefit to employees across the O’Connell Companies.

Jennifer Law recalls that, when she scheduled a course in effective writing for employees at the O’Connell Companies, there was some skepticism and a few moans and groans.

“I think many of them went into this thinking, ‘this is going to suck,’ or ‘I have to sit through this for a day,’” she said, adding that, as the course unfolded, and certainly when it was over, the responses were much different.

“They were all very thankful, and we got some great emails on how much they learned and how much they enjoyed the class,” said Law, controller for the company, adding that many of these emails were certainly better-written than those in the weeks, months, and years before this class, which was titled “Business Writing Excellence.”

And that was the point of the exercise.

Indeed, Law, who remembers emails and other correspondences being red-inked (literally) by a supervisor at a previous employer who spent years as a teacher, said she certainly became a better, more effective communicator because of those experiences.

“I learned so much from his doing that; it got ingrained in my brain,” she explained. “And when I read something from someone else that’s not right, that’s bouncing back and forth from tense to tense, isn’t cohesive, that doesn’t answer all the questions — that frustrates me.”

Enough for her schedule “Business Writing Excellence,” offered by the Employers Assoc. of the NorthEast (EANE), last summer. The class drew 20 employees from all levels of the company, including Matt Flink, president of Appleton Corp., one of the O’Connell Companies, as well as accountants, site managers, and others.

“When I read something from someone else that’s not right, that’s bouncing back and forth from tense to tense, isn’t cohesive, that doesn’t answer all the questions — that frustrates me.”

The common denominator was that each wanted to understand how to communicate better and more effectively, said Law, adding that this need crosses generations, but is perhaps more apparent with younger generations that have grown up texting and, quite often, taking shortcuts when trying to get their message across.

And in the business world, shortcuts can lead to poor communication, misinterpreted messages, lost time, lost productivity, and more, she noted.

That’s why EANE offers this course, said John Henderson, director of Learning and Development for the agency, as well as another titled “Emails: That’s Not What I Meant,” an aptly named, increasingly popular course on a subject of growing importance to companies of all sizes — helping employees craft better, more effective emails.

“That class gets into not just content, but also the tone of the email and understanding who your audience is,” Henderson explained. “We all know that emails are often misread or misinterpreted by the reader, so we have a specific course on email writing.

John Henderson

John Henderson says the biggest mistake most make with email is hitting the ‘send’ button too soon.

“With any kind of communication, whether it’s email, writing, a phone call, face-to-face,” he went on, “to be an effective communicator, it helps to know who your audience is and be able to create the message in a way that will effectively work with as many people as possible.”

For this, the latest installment in its series on professional development, BusinessWest takes an in-depth look at this specific need, but also at the broader issue of communication in the workplace and why employees at all levels need to find the ‘write’ stuff.

 

The Latest Word

Law said the O’Connell Companies invest a considerable amount of time and energy hiring the right individuals for positions at all levels of the organization.

But the investments don’t stop there, she said, adding that the company is focused on ongoing training and education aimed at giving employees the tools and the means to do their work — and serve its many different kinds of clients — effectively.

This training covers many areas, including communication and the EANE course in business writing, she said, adding that the class dealt not in the abstract, but rather with actual emails and other correspondences sent by participants, which were reviewed and critiqued, with an eye on grammar, but also on tone and simply getting the intended message across.

As noted earlier, problems with all of the above are common with employees of all ages, said Law, but especially the younger generations that grew up texting.

“These are people who always lived in that world of technology and texting and short, cut-off responses,” she said. “When you come into the business world, that doesn’t work anymore, and you see that this is how they’re communicating — very short, unclear, not thorough … and then the receiving person gets that message, and they’re confused, and it spirals into miscommunication.”

Elaborating, she said tone can be lost not only in texts, but also in emails, and improper tone can lead to a number of problems.

“These are people who always lived in that world of technology and texting and short, cut-off responses. When you come into the business world, that doesn’t work anymore.”

Henderson agreed, which is why EANE offers both the “Business Writing Excellence” class, one that more than 20 area companies have presented to employees, and “Emails: That’s Not What I Meant.”

The latter was created prior to COVID, but it became more timely, and even more important, during the pandemic, when face-to-face meetings became all but impossible and email became the chosen way to communicate — and often do business.

Henderson told BusinessWest that people make many mistakes with email, but perhaps the biggest is hitting the ‘send’ button too soon. By that, he was referencing everything from checks on grammar to a review of content to making sure the email is going only to its intended recipients.

“People rely on email as a rapid response, and they don’t put as much thought into writing an email as they would a letter,” he explained. “People hit the send button too soon rather than go back and reread what they’ve written.”

And when they do go back and reread, email senders should certainly focus on grammar — typos are embarrassing and do not convey professionalism — but they should also look hard to make sure the proper tone is set and that words and phrases cannot be misinterpreted by the recipient.

“If I’m writing an email, before I send it, I should think, ‘the person I’m sending this to, or the people I’m sending this to … how they are going to read this, and are there nuances in there that someone might take to a different interpretation?’” Henderson said. “Or they might look at it as me being rude because I didn’t start the email with ‘good morning.’”

Indeed, one of the bigger mistakes people make is simply not knowing the intended recipient for an email, he noted, adding that understanding the audience is critical to getting the message across and conveying the proper tone.

Elaborating, he said some recipients will like a reference to the weather or a question about how one’s day is going — ‘fluff,’ as he called it — while others are all business and don’t want or need pleasantries.

“Do they want something direct, or do they want something that’s more personable?” he asked rhetorically, adding that the sender should try to know the answer to that question. “We need to think about the recipient and how they want to receive that message; it’s an interesting dynamic when you’re trying to communicate through email.”

When in doubt — and there is a good deal of doubt with many in business who sends dozens of emails a day, often to people they don’t know well — it’s best to be pleasant and throw in a little of that fluff, he told BusinessWest, because not doing so might set the wrong tone.

 

Getting It Write

Flashing back to the class last summer and a group review of writing samples sent by company employees, Law said it was a tremendous learning experience.

“Everyone was able to reflect back, get those ‘a-ha’ moments, and say, ‘oh, yes, if I only had I said it this way, maybe I would have gotten my point across better.’”

Getting the point across clearly and concisely is one of the more important, if still underappreciated, aspects of doing business, she added.

And it should be an critical component of any employee’s overall professional development.

 

Features

It’s Not Going Away

By Linn Foster Freedman

Consumers have embraced the use of artificial intelligence (AI) tools in their everyday lives since ChatGPT was introduced into the economy last year. Employees are using AI technology in their workplaces, which causes risks to companies. In addition, third-party vendors are embedding AI technology into their products and services, often without companies’ knowledge, and are using company data to teach AI tools.

This article provides practical tips to evaluate the use of AI tools within an organization and by third-party vendors, how to minimize that risk, and how to approach the use of AI tools as technology advances.

Although AI technology has been in existence for decades, it has become mainstream over the past year with the arrival and novelty of ChatGPT’s use by consumers. When consumers embrace technology before companies, it is only a matter of time before consumers start to migrate that use into the workplace, whether it is approved or not.

Companies are struggling with how to introduce AI tools into their environment, as the risks associated with AI tools have been well-documented. These include copyright infringement, use and disclosure of personal information and company confidential data, bias and discrimination, hallucinations and misinformation, security risks, and legal and regulatory compliance risks.

These risks are real and compelling, especially when employees are sharing company data with AI tools. Once employees upload company data to an AI tool, that data may be used by the AI tool developer to teach its AI model, and the company’s confidential data may now be publicly available. Further, many companies are embedding AI into their products or services, and if you are disclosing confidential company data to vendors, they may be using your data to teach their AI tools or feeding your confidential data to other third-party AI tools.

Linn Foster Freedman

Linn Foster Freedman

“Companies are struggling with how to introduce AI tools into their environment, as the risks associated with AI tools have been well-documented.”

The risk is daunting, but manageable with strategy and planning. Here are some tips on how to wrap your arms around your employees’ use of AI tools in your organization. Tips to manage the risk of vendors using AI tools will be addressed later on.

 

Tips for Evaluating Your Organization’s Use of AI Tools

1. Don’t put your head in the sand. AI is here to stay, and your employees are already using it. They don’t understand the risk, but it seems cool, so they are and will continue using it. They will use any tool that will make their jobs easier — that’s human nature. Embrace this fact and commit to addressing the risk sooner rather than later. Ignoring the issue will only make it worse.

2. Don’t prohibit the use of AI tools in your organization. AI tools can be used to increase efficiencies in the workplace and increase business output and profits. Prohibiting its use will put you behind your competition and be a failed strategy. Your employees will use AI tools to make their work lives more efficient, so getting ahead of the risk and communicating with your employees is essential to evaluate and develop the use of AI in your organization.

3. Find out who the entrepreneurs and AI users are in your organization. Encourage the entrepreneurs in your organization to bring use cases to your attention and evaluate whether they are safe and appropriate. There are many uses of AI tools that do not present risks. The use cases should be evaluated, and proper governance and guardrails should be implemented to minimize risks.

4. Develop and implement an AI governance program. While AI tools are developing rapidly, it is essential to have a central program that will govern its use, internally and externally. Gather an AI governance team from different areas in the organization that will be responsible for keeping a tab on where and when AI is used; a process for evaluating uses, tools, and risks; putting guardrails and contractual measures in place to reduce the risk; and processes to minimize the risk of bias, discrimination, regulatory compliance, and confidentiality. The team will start slow, but once processes are in place, they will mature and pivot as technology develops.

5. Communicate with your employees often about the risks of using AI tools, the company’s AI governance program, and the guardrails you have put in place. Companies are better now than ever at communicating with employees about security risks, particularly email phishing schemes. Use the same techniques to educate your employees about the risks of using AI tools. They are using ChatGPT because they saw it on the news or one of their friends told them about it. Use your corporate communications to continually educate your employees using AI tools in the company and why it is important that they follow the governance program you have put in place. Many employees have no idea how AI tools work or that they could inadvertently disclose confidential company information when they use them. Help them understand the risks, make them part of the team, and guide them on how to use AI tools to improve their efficiency.

6. Keep the governance program flexible and nimble. No one likes another committee meeting or extra work to implement another process. Nonetheless, this one is important, so don’t let it get too bogged down or mired in bureaucracy. Start by mapping the uses of AI in the organization, evaluating those uses, and learning from that evaluation to become more efficient in the evaluation process going forward. Put processes in place that can be replicated and eventually automated. The hardest and most important work will be setting up the program, but it will get more efficient as you learn from each evaluation. The governance program is like a mini-AI tool in and of itself.

7. Be forward-thinking. Technology develops rapidly, and business organizations can hardly keep up. This is an area on which to stay focused and forward-thinking. Start by having someone responsible for staying abreast of articles, research, laws, and regulations that will be important in developing the governance program. Right now, a great place to start is with the White House’s Executive Order on the Safe, Secure, and Trustworthy Development and Use of Artificial Intelligence. It gives a forward-thinking view of the development of regulations and compliance around AI that can be used as a prediction of what’s to come for your governance program.

8. Evaluate the risk of the use of AI tools by vendors. The AI governance team should be intimately involved with evaluating vendors’ use of AI tools, which is discussed in more detail below.

 

Tips for Evaluating the Risk of Use of AI Tools by Vendors

1. Carefully map which vendors are using AI tools. It might not be readily apparent which of your vendors use AI tools in their products or services. Team up with your business units to question which vendors are or may be using AI tools to process company data. Then, evaluate what data is disclosed and used by those vendors and determine whether any guardrails need to be put in place with the vendor.

2. Implement a process with business units to question vendors upfront about using AI tools. Business units are closest to the relationship with vendors, providing services to the business unit. Provide questions for the business units to ask when pursuing a business relationship with a vendor so you can evaluate the risk of using AI tools at the start. The AI governance team can then evaluate the use before contract negotiations begin.

3. Insert contractual language around the disclosure and use of company data and using AI tools. Companies may wish to consider developing an information security addendum (ISA) for any vendor with access to the company’s confidential data if they do not have one in place already. As the AI governance team evaluates the disclosure and use of company data to new vendors and the use of AI tools when processing company data, vendors should be questioned on the tools used, security measures used to protect company data (including from unauthorized use or disclosure of AI tools), and contractual provisions on the use of AI. Contractual language should be clear and concise about the vendor’s obligations and the remedies for a breach of the obligations, including indemnification. This language can be inserted in the ISA or the main contract.

4. Evaluate and map existing vendors’ use of AI tools. There may be some vendors you have already contracted with that are using AI tools to process confidential company information of which you are not aware. Prioritize which vendors have the highest risk of processing confidential company data with AI tools and review the existing contract. If applicable, request an amendment with the vendor to put appropriate contractual language in place addressing the processing of company confidential information with AI tools.

5. Add the evaluation of AI tools to your existing vendor-management program. If you have an existing vendor-management program in place, add the use of AI tools into the program going forward. If you don’t have an existing vendor-management program in place, it’s time to develop one.

 

Conclusion

Now is the time to implement a strategy and plan around the use of AI tools within your organization and externally by your vendors. It seems daunting, but the risk is clear and will be present until you address it. Hopefully, the tips in this article will help you start taking control of AI use in your organization and by your vendors and minimize the risk, so you can use AI to make your business more efficient and profitable.

 

Linn F. Freedman is a partner and chair of the Data Privacy + Cybersecurity Team at Robinson+Cole.

Features Special Coverage

A New Era Dawns

Mick Corduff

Mick Corduff

 

Mick Corduff calls it his “research and development time.”

It comes early in the year, when things are slower in the hospitality sector. It’s a time to reflect, drill down on what happened the year before, and ramp up the planning for the year ahead.

“I look back and measure all that was good and all that wasn’t good,” he said. “Menus that worked and didn’t work, staffing and structures that worked, management positions that worked and didn’t work; we always try hard to raise the bar.”

This year, research and development time is more than a little bit different … because last year, there were a few distractions, as he put it.

Indeed, 2023 saw a long partnership — more than two decades — between Corduff and Peter Rosskothen come to an end when Rosskothen sold his shares in the company that owns the Log Cabin Banquet & Meeting House, the Delaney House restaurant and D. Hotel Suites & Spa to Corduff and his new business partner, Frank DeMarinis.

The end to the business relationship, which had been talked about for several years and then finalized over the course of 2023, came in late September, ushering a new era for a group of businesses that comprise one of the pillars of the region’s hospitality sector, and for which Rosskothen had long been the face.

“The past four months have definitely been very hectic, but I like to think that I’ve handled pressure well over the years. It’s something that a chef has to do.”

Corduff now becomes the new face, moving from what was mostly, but not entirely, back-of-the-house operations to back and front of the house, although he’s taking steps to delegate some of his many responsibilities to other managers.

For now, and for the foreseeable future, he has a lot on his plate — literally and figuratively. There are the day-to-day operations and coping with challenges ranging from the still-rising cost of food to an ongoing workforce crisis to meeting the many needs of today’s marrying couples. He’s also overseeing the return of Sunday brunch at the Delaney House, planning for the upcoming St. Patrick’s Day parade events and a ‘sister-city’ trip to Ireland later this year, and advancing some ambitious plans for the future. While doing all that, he’ll spend some time in the kitchen cooking as well.

In a candid conversation with BusinessWest about all of the above, and especially the many responsibilities he now handles, Corduff said he brings to his new and expanded role what he calls a chef’s mentality.

Sunday brunch at the Delaney House

The return of Sunday brunch at the Delaney House has been just one item on the plate for the new ownership team.

“The past four months have definitely been very hectic, but I like to think that I’ve handled pressure well over the years,” he noted. “It’s something that a chef has to do. What I’ve learned in my years of experience in the back of the house — and in the front of the house as well, especially over the past four or five years — is the importance of keeping a level head and just knowing that, at the end of the day, we’re dealing with people, whether it’s waitstaff or a contact for the bride and groom; they’re people, and you want to treat them with respect.

“I learned a lot from Peter over the years — we always worked in tandem,” he went on. “We always talked about the best way to handle things and put our best foot forward and maintain the integrity of the business. We always had the same message — excellence is what we’re all about, and we try to promote that across the board.”

As for those plans for the future, they are, indeed, ambitious, and include a possible new hotel and restaurant to be built on a portion of the upper parking lot at the Log Cabin.

“We’re dreamers — that’s what entrepreneurs are,” Corduff said. “And we have some dreams that we want to make reality.”

 

Food for Thought

As he talked with BusinessWest at 10 a.m. on a recent Tuesday morning, Corduff had his chef’s coat on, one announcing him as ‘chef owner.’

He wasn’t doing any cooking at that moment, nor was he planning to do any soon, but the chef’s coat was still the attire of choice. To paraphrase Bill Belichick, it is who he is.

“I don’t think I’ll ever the leave the kitchen — I love what I do,” he said, adding that he has a few business suits … somewhere. He had more years ago, when he served as front-of-house manager at the Log Cabin and wore one every day. But he ruined some of them of them when wandering back to the kitchen, where he feels most at home, and getting food stains on them.

“We’re known in the community as a quality product, and we aim hard to maintain that standard.”

Ever since, the chef’s coat has been the uniform, if you will, and Corduff wears it everywhere and for everything, from planning for the Big E (the group has a huge presence there) to meeting with the media, an assignment that mostly fell to Rosskothen years ago, although Corduff did it, too; from reviewing accounts payable to doing long-range planning.

These are now mostly, if not entrely, Corduff’s purview, and it’s a change, that, as noted, has been years in the making.

That’s how long the two partners talked about Rosskothen moving on and focusing his time and energies on one of their latest entrepreneurial ventures — Delaney’s Market, which now has four locations across the region — with Corduff taking the lead at three Holyoke establishments: the Log Cabin as well as the Delaney House restaurant and the adjoining D. Hotel Suites & Spa.

The main ballroom at the Log Cabin

The main ballroom at the Log Cabin, one of several properties in the group now owned and managed by Mick Corduff and Frank DeMarinis.

He’s doing so with new partner DeMarinis, president of Sage Engineering and Contracting Inc. in Westfield and a local developer, builder, owner, and manager of more than 25 commercial real-estate properties in Massachusetts and Connecticut. He is also the founder and owner of Roots Sports complexes in Westfield and East Longmeadow, as well as Roots Learning Center in East Longmeadow.

For Corduff, this is the intriguing next chapter in a story that began when he came to this country from Ireland in 1989, working first as a banquet chef at the Marriott in Springfield and later as a member of its quality-management team.

Eventually, he started doing some catering on his own and began looking at getting into business for himelf. While pursuing those dreams, he also interviewed to be head chef at Twin Hills Country Club. The interview was with Larry Perrault, who was at that time finalizing plans to join Rosskothen in a venture to reimagine the old Log Cabin restaurant property, in the shadow of Mount Tom, into a banquet facility.

They went to lunch at Friendly’s, where the discussion wasn’t about Twin Hills, but about the Log Cabin.

“I met Larry, I met Peter, we walked around the old Log Cabin, whipped out the drawings, and started our dream,” he said. “The rest is history.”

More than a quarter-century of colorful history, in fact, involving change, evolution, expansion (the Delaney House, then the the hotel, then Delaney’s Market), innovation, and overcoming challenges that ranged from the Great Recession to the pandemic. Over the course of that time, Corduff moved from chef to partner when the relationship with Perrault dissolved — a partnership that lasted 20 years.

The buyout came in late September, one of the busiest times for this group of businesses, leaving Corduff “without much time to stop and think,” he said — something he’s able to do now. Early on, he’s spent considerable time and energy reassuring the large staff that the business is stable and ready to maintain its standing as a market leader.

“A lot of what I do now, mapping out the year and planning out the seasons that are coming, is making sure that we have the right people in the right places, making sure everyone’s ready to do whatever it takes and trained in the art of war and the art of optimization.”

Moving forward, in the role of chief operator and executive chef, he will work in partnership with DeMarinis, who will focus on the construction and infrastructure sides of the equation, while Corduff will be handling day-to-day operations.

While doing so, his primary mission is to maintain the group’s reputation for quality — at all levels of its operation, from weddings, which are perhaps its hallmark, to a Friday-night dinner at the Delaney House, to a weekend stay at the hotel, now managed by Corduff’s wife, Dana.

“We’re known in the community as a quality product, and we aim hard to maintain that standard,” he said. “We have to adapt because the business is constantly changing and evolving.”

 

More Growth on the Menu

Looking back on the past 25 years or so, Corduff said that, for much of that time, he was back-of-the-house and more behind the scenes than the colorful, always-quotable Rosskothen. But later on, he started becoming more visible, and people could put a face with a name.

Or a voice with a name.

Indeed, Corduff was prominent in radio spots for the Log Cabin and Delaney House, specifically their steaks, made famous by the word ‘marbling,’ which Corduff would pronounce slowly for added effect. Later, he became more known through the opening of the Mick, a tavern of sorts within the Delaney House providing casual dining and live music.

With the change in ownership consumated last fall, he now assumes more responsibilities, especially in the big-picture planning for the future.

“My managers know that I will run into the hottest fire,” he told BusinessWest. “So whoever needs me, I’m there. And a lot of what I do now, mapping out the year and planning out the seasons that are coming, is making sure that we have the right people in the right places, making sure everyone’s ready to do whatever it takes and trained in the art of war and the art of optimization.

“In the catering world, you can be doing a wedding in a tent under a tree out in the woods, no power, no water, so we have to plan it all out,” he went on, using that example as metaphor for business in general and the need to be ready for anything.

And, as noted earlier, the two partners are entrepreneurial, intent on expanding this business group and making more changes.

One ongoing project is to essentially separate the front (lower) parking lot at the Log Cabin from the rest of the property, with the intention of it becoming home to a Dunkin’ Donuts and the fifth Delaney’s Market, an operation that will be Rosskothen’s domain as part of the buyout agreement.

The larger and more ambitious plan, however, calls for redevelopent of the upper parking lot.

“The vision is to build a hotel in the upper lot,” Corduff said, adding that DeMarinis, the engineer, is developing plans to move dirt and create more space to park cars in that area while also identifying a footprint for a hotel and acompanying restaurant. The hotel would be a smaller, boutique facility, similar to the D. Hotel at the Delaney House, with maybe 60 to 80 rooms.

“We really want to bring to it some of the Log Cabin character, some of the New England character, with some of our own touches,” he said, adding that a rooftop restaurant, one with dramatic views down the mountain, is also within the plan, one that will likely take shape over the next three to four years.

As he talked with BusinessWest, Corduff recalled what he called a “sendoff” for Rosskothen the night before at the the Mick. It was an occasion to mark the end of an era, the end of a business relationship, and the start of the next chapter.

“It was a kind of a thank you and sendoff, and it was cool to see,” he said. “We had some staff that don’t work here anymore that came to say ‘hi’ and ‘bye.’ There was a lot of gratitude in the room last night; there’s been a lot of years of hard work together.”

And many more to come, Corduff added, noting that, with the passage of one era, another has begun. And as it does, he will certainly fall back on that chef’s mentality (not to mention the chef’s coat) he mentioned earlier.

And that means keeping a level head and always treating people with respect.

 

Features

Breathing Easier

Frank Dailey shows off some equipment used to grind cannabis.

Frank Dailey shows off some equipment used to grind cannabis.

 

From his background in plant management and chemical engineering, Frank Dailey said, he understands the risks involved in manufacturing anything, let alone a product with so little research available in the realm of workplace safety.

So, when asked to take part in a National Institute of Occupational Safety & Health (NIOSH) evaluation of the cannabis grinding process at Boston Bud Factory, the Holyoke business Dailey owns, he was enthusiastic about it.

The study was first slated to take place at Trulieve in Holyoke, where an employee died in January 2022. The 27-year-old production technician suffered a fatal asthma attack while working at the indoor cannabis cultivation and processing facility. According to the Massachusetts Department of Public Health (DPH), the death occurred seven months after she started employment at the facility and three months after she began working as a flower technician, which involved processing and handling whole and ground cannabis flower buds.

Boston Bud Factory was contacted by Danny Stair, a local industry advocate and former Trulieve employee, who was concerned the study was in jeopardy following Trulieve’s departure from the Massachusetts market last year. So Dailey contacted NIOSH directly and volunteered his operations for the study.

“We put up signs when we’re grinding; we notify everybody. It can be a hazardous process. It doesn’t have to be, but it can be,” Dailey told BusinessWest. “We have to take into account allergens. Employees have allergic reactions processing some strains. It’s random; there’s no rhyme or reason.”

While he doesn’t know exactly what precautions were taken at Trulieve, “what I do know is that it’s common in the industry for large corporations to short personal protective equipment when the money’s tight. They need to pay for inventory. We’re answering to the money train in this industry, and it seems like it’s a common thing throughout the industry, that employees’ safety is not being looked out for.”

Dailey said Boston Bud Factory has already implemented strict PPE procedures when grinding cannabis due to possible employee reactions to dust, but still has concerns about whether the PPE was adequate, and he wants to be part of developing a wider body of knowledge that may become the basis for mandated workplace health regulations.

“People are talking about tax revenues and other issues in cannabis, but you don’t hear people talking about the effort the industry is making to keep their workers safe. Workers shouldn’t have to unionize and take extreme measures to implement safety in the workplace.”

“We know how dangerous dust is in other industries. Dust in foundries has caused explosions. Dust in factories has caused fires. As for cannabis dust, this is just the beginning of the employee exposure. As the industry grows, more and more dust is created.”

One of his employees with specific sensitivity concerns actually wears not only a Tyvek suit with a particulate mask, but also gloves duct-taped to the sleeves so the dust doesn’t get up the sleeves.

“These are techniques from the pharmaceutical industry that are easy to implement if someone is paying attention and has proper safety protocols in place,” he explained. “People are talking about tax revenues and other issues in cannabis, but you don’t hear people talking about the effort the industry is making to keep their workers safe. Workers shouldn’t have to unionize and take extreme measures to implement safety in the workplace.”

During the on-site visit, NIOSH will set up airborne particulate monitoring during the grinding process to see what the exposure is and how many airborne particulates employees are subject to.

“We use dust masks, basically particulate masks, and that should be enough in most cases. We’re not talking chemical fumes; it’s simply airborne particulates,” Dailey said. “But we need to know whether we need to go to N95 or a higher level to make sure enough particulates are captured.”

Historically, he added, a lot of cannabis manufacturing has been done underground, where employee safety isn’t paramount.

“We’re one of the smallest operations in Massachusetts; we’re fighting for survival,” he added. “But we need to do something to set some standards in this emerging industry.”

 

 

Statewide Investigation

Also in the wake of the death at Trulieve, the Massachusetts Department of Public Health (DPH) recently released an investigative report outlining additional steps the cannabis industry should take to prevent work-related asthma and sent a bulletin to healthcare providers in the Commonwealth urging vigilance in identifying work-related asthma among workers in that industry. The bulletin reminds providers that they are mandated to report cases of work-related asthma and other respiratory diseases to DPH.

While the Holyoke death is the only known asthma death in the U.S. cannabis industry, other cases of non-fatal respiratory disease among Massachusetts cannabis workers have been reported. According to DPH, cannabis-industry workers can be routinely exposed to numerous occupational respiratory hazards, including cannabis dust, mold, volatile organic compounds, pollen, bacterial endotoxins, pesticides, soil components, and cleaning disinfectants, which can cause and/or exacerbate chronic diseases, like asthma, if not addressed.

Massachusetts has more than 500 licensed cannabis industry employers providing jobs to more than 22,000 workers.

“The legalized cannabis industry in Massachusetts is relatively new, and the impact on the health and safety of workers demands our careful attention,” Public Health Commissioner Dr. Robert Goldstein noted in a statement. “As this workforce continues to expand, it will require all of us working together — state and federal agencies, regulators, healthcare providers, and the cannabis industry — to improve working conditions for these employees. At DPH, we will continue to identify and follow up on these cases using our long-standing public-health surveillance system for work-related respiratory disease and continue to work with our partners on documenting cases, building evidence around workplace hazards, and on intervention and policy.”

“The legalized cannabis industry in Massachusetts is relatively new, and the impact on the health and safety of workers demands our careful attention.”

According to DPH, work-related asthma is underrecognized in part because symptoms and industry and occupation data are not routinely collected. Yet, about 17% of new-onset adult asthma cases are related to workplace exposures. In Massachusetts, an estimated 200,000 adults have work-related asthma, according to data from DPH’s Occupational Health Surveillance Program.

In its bulletin, DPH urged healthcare providers to:

• Ask patients with new or worsening respiratory or allergic symptoms what they do for work and how it affects their health;

• Perform diagnostic testing, such as allergy testing, pulmonary imaging, and/or spirometry;

• Recommend workplace changes to avoid further exposure; and

• Report cases of work-related asthma and other work-related respiratory diseases to DPH, as required by law.

To improve worker safety, the investigative report recommended that employers:

• Assess and control hazardous materials in the workplace, including asthmagens;

• Ensure that all workers are properly trained about hazardous materials in the workplace;

• Develop and implement a comprehensive safety and health program that addresses hazard recognition, avoidance of unsafe conditions, and proper use of equipment; and

• Implement a medical surveillance program to monitor the health of their workers.

The report also noted that equipment manufacturers should adopt and implement the concept of ‘prevention through design’ to identify potential hazards associated with equipment and then eliminate these hazards through design changes; and that industry licensing agencies in Massachusetts should consider how they can further support the health and safety of cannabis-industry workers.

“Levels of exposure to cannabis dust at work are much higher than what is present during recreational use,” said Emily Sparer-Fine, director of DPH’s Occupational Health Surveillance Program. “Work processes that include grinding and concentrating an allergen need to be better controlled. It is critical for employers to assess and control exposure to hazardous materials, including the respiratory hazards found in the cannabis-processing facilities, such as cannabis dust.”

 

The Effort Continues

All this is gratifying to Dailey, who thanked Stair for ensuring that the NIOSH Study was completed, advocating for the safety cannabis-industry employees, and helping prevent future injuries or deaths. Dailey claimed that larger cannabis companies are prioritizing profits and growth over workplace safety, so it is important that advocates and smaller companies step up to take the lead in setting industry standards to ensure workplace safety.

“We are proud to be one of the first companies to prioritize worker safety over profits. Boston Bud Factory has said from the start that we didn’t want to be one of the big guys, and we still stand by that wholeheartedly,” he added. “We hope that the NIOSH safety evaluation will help determine industry standards that could help to ensure worker safety in this emerging and rapidly growing industry. Worker safety should always take precedence over profits, no matter how large the company is.”

Features Special Coverage

Passing Thoughts

 

From left, Rick Bossie, Charlie D ‘Amour, Theresa Jasmin, and Michael D ‘Amour

From left, Rick Bossie, Charlie D ‘Amour, Theresa Jasmin, and Michael D ‘Amour

Charlie D’Amour says his father, Gerry, and uncle, Paul — the co-founders of Big Y Foods — had an outlook on work and business management that was typical of members of their generation.

“They came away with the notion that you died with your boots on — you just kept working until the end,” he said, adding that he is of a much different mindset, one of meticulously grooming the next generation of leadership, stepping back when the time is right and letting them take the reins, and … well, not working right to the very end.

And that’s exactly what’s been happening at Big Y over the past few years and especially the past several months, steps that ultimately led to the recent announcement that Charlie D’Amour would be assuming the role of executive chairman of the board and that his nephew, Michael D’Amour, would be taking the reins of president and CEO. Also, Richard Bossie, a 40-year-employee who is now senior vice president of Retail Operations and Customer Service, will be stepping into Michael D’Amour’s roles as executive vice president and COO. The moves are effective Jan. 21, and they are all significant in nature.

Indeed, Michael’s ascension to president and CEO represents a passing of the torch from the second generation of leadership to the third as the company approaches its 90th birthday (in 2026) and contemplates where it wants to be when it reaches 100. Meanwhile, Bossie becomes the first non-D’Amour family member to become COO, another significant step and poignant example of how the company is certainly bigger than the family and takes pride in putting people in jobs that can lead to careers, including those that involve the C-suite.

For Michael, the executive changes represent the continuation of a pattern set by his uncle Charlie and another uncle, Donald, before him — from humble beginnings working at one of the supermarkets (in Michael’s case, slicing cold meat in the deli) to a succession of leadership positions, and eventually to the corner office.

“I have an opportunity to stay somewhat connected with the business but also get out of the way. There is something unique about a family business; it’s hard to completely walk away from it. For so many years, and from a very young age, I’ve been involved with the company. I’m part of the company, and the company is part of me.”

He told BusinessWest that this is an important time for the company, not simply in terms of milestone celebrations and leadership changes, but also when it comes to challenges and opportunities for continued growth of a chain that now boasts more than 70 supermarkets as well as Table & Vine, which specializes in wines and liquors, and Big Y Express gas and convenience stores.

He said the company remains in a strong growth mode, and he can envison perhaps 100 or more stores by the time of the company’s centennial through a likely mix of organic growth and acquisition.

Bossie agreed, noting that, beyond continued growth, the company will have several other focal points in the years to come, especially in the broad realm of workforce.

The severe crunch that came in the wake of the pandemic when companies across all sectors, but especially this one, struggled to fill vacancies and fully staff stores is mostly in the rear-view mirror, but other challenges continue, including those involved with meeting the needs of a changing, more demanding workforce.

“There have been massive changes there since the pandemic, but even before then,” he explained. “There are greater expectations, and greater needs, now when it comes to the tools they need to do their jobs.”

As for Charlie D’Amour, 72, who had become the face of the company over the past several years, he said will step into what will mostly be an advisory role, one with a job description that he will write as he goes.

Michael D’Amour says he can envision 100 or more supermarkets

Michael D’Amour says he can envision 100 or more supermarkets by the time Big Y turns 100 in 2036.

“I have an opportunity to stay somewhat connected with the business but also get out of the way,” he said of this new role. “There is something unique about a family business; it’s hard to completely walk away from it. For so many years, and from a very young age, I’ve been involved with the company. I’m part of the company, and the company is part of me.”

For this issue, BusinessWest talked with senior management at Big Y about these changes in leadership and what will come next for the one of the region’s largest employers.

 

Produce Department

Michael D’Amour told BusinessWest that, while he — like other members of the second, third, and now fourth generations of the family — grew up in Big Y stores, handling a number of different assignments, he didn’t exactly set out to make this a career.

“In college, I was thinking about more about criminal psychology and things like that,” he said, adding that, when he returned home after graduating, he needed a job and, at his mother’s urging, took one working full-time in the deli department at the Big Y on Memorial Avenue in West Springfield.

After learning that side of the business, he moved on to other areas of supermarket operations and management, including the assumption of a lead role in creation of the food-services department that exists today, one that offers pizza, sandwiches, and many other options.

“We did business much the same way for decades, but over the past five years, the pace of change has greatly accelerated. We have to stay current, we have to stay educated, we have to stay knowledgeable, and we have to be able to share that wisdom and knowledge with our teams out in the stores.”

He would go on to open the company’s new store in South Windsor, Conn. in 2001, before moving on to other areas, including sales, produce, and fresh offerings, and eventually becoming vice president of Sales and Marketing and then COO in 2019. Since then, along with his uncle, Charlie, he has been a key face of the company and many of its recent initiatives..

Michael said he will bring to his new roles a leadership style he saw in his predecessors and is eager to emulate, one grounded in “listening more than we speak,” as he put it, giving employees at all levels the tools they need to succeed and focusing on teamwork.

As he talked, he made it a point to use ‘we,’ not ‘I’ when talking about leadership.

“We have an eye toward growth and innovation, not just with technology, but across the board,” he said. “We want to develop tools and processes to make our employees’ jobs easier and more effective, and also add to the customer experience.”

As for Bossie, he came to Big Y in 1986 after returning to the region after living in Alaska and working in a supermarket as a part-time service clerk.

He started working nights stocking shelves in the store in Great Barrington, and has since worked in all areas of store operations, including store director and, later, district director until his appointment as director of Operations in 2010.

In 2019, he was named senior vice president of Retail Operations and Customer Experience, where, in addition to his operations oversight, he also leads other retail banners such as Big Y Express gas and convenience and Table & Vine, along with teams for asset protection and continuous improvement.

He joins Michael D’Amour and Theresa Jasmin, the company’s chief financial officer, who joined Big Y nearly two decades ago and worked in a number of capacities before becoming CFO in 2020, as well as several of Michael’s siblings and cousins, as what would be considered the proverbial next generation of leadership at Big Y.

This new leadership group has come into place through careful consideration and a hard focus on succession planning, something that all ventures, and especially family businesses, need to make a priority, Charlie said.

The Big Y Express Market in downtown Springfield

The Big Y Express Market in downtown Springfield is one of the many additions to the company’s portfolio in recent years.

“We spend an awful lot of time across the organization looking at succession, planning for it, and making sure we’re thoughtful about it — and working at all levels of the team to get ready for this particular point,” he told BusinessWest.

“There are not a lot of companies that can brag about passing the reins on to the next generation,” he went on. “And I’m very excited that we’ve been able to do that. The second generation has been involved in it, we didn’t screw things up too, too badly, and now the third generation can step in and continue the growth that we’ve enjoyed.”

 

What’s in Store?

As he talked about what comes next, for the new leadership and the company as a whole, those we spoke with said the company has achieved a strong pattern of growth, and the goal will be to continue this ‘little run,’ as Charlie D’Amour called it.

In addition, Michael D’Amour said he wants the company to build on its reputation as a great place to work, efforts that have culminated in awards such as listing by Forbes as a ‘Best-in-state Employer’ in Massachusetts and Connecticut and recognition from Newsweek as one of ‘America’s Greatest Workplaces for Diversity and Women.’

“It’s becoming harder and harder, given the environment in Massachusetts and Connecticut, to get development of new sites going. As the development costs continue to increase, increase, increase, we’ve had to walk away from some locations because it didn’t make any financial sense anymore.”

“We’ve made a lot of progress over the past few years, but we still have a long way to go, and for us this is a never-ending journey,” he said. “It’s a point of focus for us along with innovation and growth. We do a lot to educate and grow our employees — it’s turned out to be a great strength of ours, to be transparent with information as best we can and to help them grow, as employees but also as individuals.”

Bossie agreed, noting that, as the workplace evolves and the workforce becomes increasingly dominated by the younger generations, companies must responsive to their employees’ needs and expectations if they want to be successful.

“We have to be focused on the things they like to do and want to do, more so than me working night crew in 1986,” he said. “That kind of work might not be appealing to this latest generation of employees that we have, so we have to manage our business differently; we have to employ different tools and strategies and continue to ask, ‘what makes our workforce most satisfied and most engaged, and how can they serve our customers the best?’

“We did business much the same way for decades, but over the past five years, the pace of change has greatly accelerated,” he went on. “We have to stay current, we have to stay educated, we have to stay knowledgeable, and we have to be able to share that wisdom and knowledge with our teams out in the stores.”

As for growth of the company’s portfolio of supermarkets and other facilities, there will opportunities for organic growth and acquisition, and especially the later, said Michael D’Amour, adding that the company has already seen some of these opportunities, and there will be more in the years to come.

“There are some companies that don’t have succession plans, and others that have been struggling since the pandemic,” he noted, adding that there are independent stores and several smaller chains of stores that could become acquisition targets in the near future. “We’ve seen some opportunities already, and we’re going to continue to look at them and vet them fully; we think that’s going to be a big part of our growth over the next few years.

“We’re not going to buy Kroger tomorrow,” he went on, referring to the Ohio-based supermarket giant. “But something digestible, anything between one store and 25 to 30 stores tops, and it has to be contiguous to our marketplace; we’re not going to leapfrog into Minnesota or Florida. We’re going to be very opportunistic with our vehicles for growth.”

Jasmin agreed, noting that the company has always taken a calculated, thoughtful approach to growth — not growing for growth’s sake — and that this mindset will continue moving forward.

Charlie D’Amour concurred, noting that acquisition will almost certainly be the preferred path to continued growth, given the mounting challenges to finding sites for new stores and then clearing all the hurdles on the way to cutting a grand-opening ribbon.

To make his point, he cited the chain’s store in Clinton, Conn., a facility that took six years to open from start to finish, more than double the time it would have taken maybe a decade or so ago.

“It’s becoming harder and harder, given the environment in Massachusetts and Connecticut, to get development of new sites going,” he said. “As the development costs continue to increase, increase, increase, we’ve had to walk away from some locations because it didn’t make any financial sense anymore.”

Community Spotlight Special Coverage

Community Spotlight

Kathy DeVarennes

Kathy DeVarennes says there is a downside to Lee’s white-hot housing market: a shortage of affordable homes for working-class families.

 

Chris Brittain says the report wasn’t exactly surprising, but it was still quite eye-opening.

Indeed, by the time the Boston Business Journal listed Lee as one of the three hottest housing markets in the Bay State last August — along with Edgartown on Martha’s Vineyard and the gateway city of Lowell — most in this community didn’t need to be told just how hot things were in town.

They already had plenty of direct or anecdotal evidence to that effect.

“People have been buying homes for well above the asking price,” said Brittain, Lee’s town administrator, noting that the median home value in Lee was $256,000 five years ago, $370,000 a little more than a year ago, and nearly $400,000 last June, one of the largest upward swings in the state over that time.

He said the surging prices are in part a reflection of the run-up in value of vacation and second homes, but also the product of supply and demand; there is limited supply, and demand has been soaring, in Lee and most other Berkshires communities, in the wake of COVID and the growing popularity of remote work. He speculates that Lee appears at the very top of the list because home values are generally lower — although the gap is certainly closing — than in neighboring communities such as Lenox and Stockbridge, which are also hot markets.

Surging home prices are not the only intriguing development in Lee, said Brittain, noting some real headway in the long-anticipated, scaled-down project known as Eagle Mill, which involves new construction and conversion of some of the town’s many former paper mills into a mixed-use development featuring housing, retail, and a restaurant.

There’s also movement with plans to create a new public-safety facility downtown, on the site formerly occupied by the Department of Public Works, which is moving to a commercial property on Route 202 that the town has acquired. The price tag for the various phases of the initiative is roughly $37 million, he said, adding that the DPW will likely be moved in the spring, with demolition of those properties to follow, and construction of the new public-safety facility to likely commence in the spring of 2025.

“We started to see people wanting to move to move rural areas. During COVID and right after it, I knew of people who would put their house up for sale, and by the end of the day, they had five offers over what they were asking, and people hadn’t even come to look at the house; they just wanted to get out of the city.”

Meanwhile, there was more talk about how to celebrate the town’s 250th birthday, coming up in 2027.

And there is continued bounceback from the difficult COVID years, with travel to Lee and other Berkshires communities returning, and many different types of hospitality-related businesses doing as well as, if not even better than, they were before the pandemic, said Kathy DeVarennes, director of the Lee Chamber of Commerce, which recently celebrated its own milestone — 100 years in operation.

She said the business community in Lee is large, diverse, and resilient, with ventures ranging from Prime Outlets Lee, just off the Mass Pike exit into town, to High Lawn Farm, a third-generation dairy farm and creamery approaching its own centennial that has become a real destination for visitors, to an eclectic mix of businesses along Main Street that give it a unique flavor.

Businesses like the Starving Artist Café & Creperie, which offers organic, vegetarian, vegan, and gluten-free menu options for breakfast and lunch.

Owner Emmy Davis, who opened the café in 2012, said one of its traditions, and main attractions, is a Sunday brunch served all day. During this time of year, there are some travelers coming to brunch, as well as some with second homes in town coming in for the weekend, but it’s mostly locals.

“During the summer, though, it’s crazy; on Sundays in the summer, there’s often a line out the door,” she said, adding that visitors will stop in on their way to one of the many attractions only a few miles away, from Jacob’s Pillow in Becket to Tanglewood in Lenox. “There’s a lot going on constantly, so there’s a lot more people.”

Lee’s iconic downtown

Lee’s iconic downtown, which boasts an eclectic mix of stores and restaurants, continues its comeback from COVID.

And brunch at the Starving Artist provides an effective snapshot of what businesses generally see and when they see it, she said, adding that travelers pass through or stay at some of the many inns and hotels in the community all year round, but summer and fall are obviously the busiest times.

For this latest installment of its Community Spotlight series, BusinessWest looks at how all of these factors are coming together to create even greater vibrancy in the community known as the Gateway to the Berkshires.

 

Staying Power

When Bob Healey and his wife, Olia, started talking about buying the historic bed and breakfast on Main Street in Lee, the one created from a schoolhouse built in 1885, some thought they were … well, “crazy,” Bob said.

After all, they were both just 23 years old. Meanwhile, the year was 2009, and the region was still trying to dig out from what became known as the Great Recession.

“It certainly wasn’t the best time to be thinking about doing something like this,” he said, adding quickly that he and Olia believed in the property — and they believed in themselves. And they found a lending institution, Lee Bank, to believe in them as well.

As a result, they’ve been able to write more history for a property that was barely saved from the wrecking ball and then successfully moved one block — a feat many didn’t believe was possible — and is now an important part of Lee’s iconic downtown.

They call it the Chambery Inn, named after the town in France from which five nuns were sent to staff the school, and it has become a fixture, with 10 rooms, many featuring original blackboards from its days as a school.

“We have these city people coming in and paying cash for homes that used to be the homes of working-class families that sent children to our schools. Prices have skyrocketed, and that makes it more difficult for young families to find affordable housing to purchase.”

Healey, like Davis, said downtown is thriving at present, making an almost full recovery from the traumatic COVID years.

“We have an absolutely amazing Main Street,” he said. “It’s a town of 6,000 people, and we have more than 60 eateries. As the Gateway to the Berkshires, the location is really key, and it’s kind of an iconic American Main Street.

The comeback, and continued evolution, of Main Street is one of the major developing stories in Lee, with the other being the housing market, which might have cooled off a little, but still remains quite hot.

“COVID had a lot to do with it,” said Brittain, who had served the town in several different capacities over the years, including stints as moderator and town clerk, before becoming interim town administrator in 2021 and then losing the interim tag. “That’s when we started to see people wanting to move to move rural areas. During COVID and right after it, I knew of people who would put their house up for sale, and by the end of the day, they had five offers over what they were asking, and people hadn’t even come to look at the house; they just wanted to get out of the city.”

The surge, which is still ongoing, has been good for sellers, but there is certainly a downside to Lee’s housing boom, said both Brittain and DeVarennes, noting that it’s now much harder to find something that would be considered affordable in town.

A recently retired school teacher, DeVarennes said the lack of affordable housing can be seen in decreasing enrollment in the community’s schools.

“We have these city people coming in and paying cash for homes that used to be the homes of working-class families that sent children to our schools,” she said. “Prices have skyrocketed, and that makes it more difficult for young families to find affordable housing to purchase.”

The Eagle Mill project will create 128 units of market-rate housing, but there is a definite need for more housing, especially in the affordable category.

Lee at a glance

Year Incorporated: 1777
Population: 5,788
Area: 27 square miles
County: Berkshire
Residential Tax Rate: $11.83
Commercial Tax Rate: $11.83
Median Household Income: $41,566
Median Family Income: $49,630
Type of Government: Representative Town Meeting
Largest Employers: Lee Premium Outlets; Onyx Specialty Papers; the Landing at Laurel Lake; Oak n’ Spruce Resort in the Berkshires; Big Y
* Latest information available

“It’s a subject that comes up a lot in town,” said Brittain, noting that many of the younger professionals and blue-collar workers in Lee are increasingly finding themselves priced out and with limited options if they desire to stay in this community.

 

Getting Down to Business

But while it’s becoming more difficult to live in Lee, the growing number and variety of businesses — and that includes a new Starbucks in the site of a former Friendly’s near the turnpike exit — make it an ever-more inviting place to visit, said those we spoke with.

Foot traffic may not have fully rebounded to pre-pandemic levels, said DeVarennes, but the community, with its location just off exit 10, certainly lives up to the Gateway nickname. Indeed, people pass through on their way to better-known destinations like Stockbridge and Lenox, but they also often stop and stay — for a few hours or a few days.

And there is plenty to see and do, such as High Lawn Farm, where families can see a dairy farm in operation and also get ice cream and buy butter, cheeses, and other products.

“If you go on a weekend during the summer, it’s packed,” DeVarennes said. “It’s a wonderful place and a real destination.”

Meanwhile, the town’s iconic downtown continues to thrive, she added, noting that it has a deep mix of stores and is easily walkable.

“There are quite a few good restaurants and businesses,” she said, adding that there is great stability — many businesses have been there for decades — but also a fairly steady stream of new and intriguing businesses.

That includes a new yoga studio that will soon open its doors and a comic-book store recently opened by Davis’s husband, Ryan.

“Since we’ve opened, a lot of people have been psyched because there’s nothing in the Berkshires like it — you have to go to Northampton to find something like this,” she said, adding that the store, like many of the businesses on Main Street, appeals to local residents, but becomes part of the draw for visitors.

Healey agreed.

“It’s a very nice Main Street to walk, but it’s also a Main Street where you won’t find a lot of franchises and such,” he said. “It’s really mom-and-pops with a lot of character.”

Added Davis, “we have a great little community of downtown businesses — everyone supports one another. And the more the merrier in downtown; more businesses bring more people to the area to hang out.”

Over the years, Lee has seen a steady source of reasons to come and hang out. And live, year-round or during the summer and on weekends. And tackle remote work. And start a business.

All of that makes it a draw — and, now, one of the hottest real-estate markets in the state.

Community Spotlight

Community Spotlight

Chris Johnson

Chris Johnson will be returning to the mayor’s office in January 24 years after serving as the city’s first mayor.

Chris Johnson was elected Agawam’s first mayor back in November 1989.

He then served five two-year terms before returning to his real-estate law practice in 2000. In the years that followed, he stayed active and involved in the community where he was born and raised, serving several terms on the City Council, where he likely would have stayed had Mayor William Sapelli, former superintendent of schools in this city that calls itself a town, declined the opportunity to seek another term.

With that decision, and with several key issues facing this community — especially movement toward renovating or, preferably (in the view of most involved) replacing its high school — Johnson sought a return to the corner office. And last month, voters gave him a hard-earned victory over his challenger, fellow City Councilor Cecelia Calabrese.

“They say that once it’s in your blood, it’s hard to get it out,” Johnson said. “I care deeply about the community I grew up in and raised my family in, and we have a few significant issues that we’re facing over the next year or two. And I wanted to make sure they got a fair shake.”

Indeed, Johnson told BusinessWest that, as he returns to City Hall, there are several matters that will have his full attention — everything from a pressing need to create more housing in several categories to bringing roughly 25 years of work to create recreational facilities at the former Tuckahoe Turf Farm in Feeding Hills to a sucessful conclusion, to efforts to redevelop the former Games and Lanes property on Walnut Street Extension.

“I work closely with the mayors, as well as the state senators and representatives, to be sure that we’re providing a platform for the small businesses in Agawam, and be that middle person to ensure that the businesses are able to have their voices heard.”

But it is the high school that will be priority one, he said, adding that, after a few failed attempts to gain traction from the Massachusetts School Building Authority (MSBA), the community is moving closer to getting into the pipeline for state funding for a new school, and city residents will likely have the opportunity to vote on the matter as early as next spring.

In his view, building a new high school, even one with a projected $230 million price tag, will be more practical and cost-effective than trying to again renovate and add onto the current structure, built in the mid-’50s.

Meanwhile, a new high school will certainly help the community effectively compete with neighboring cities and towns for young professionals and businesses alike.

“It’s been 50 years since we’ve built a school,” he said, referencing the middle school, built in 1973. “We’ve gone a long time without making a major investment. I’ve been in the real-estate world since I left the mayor’s office 24 years ago; I’m a real-estate attorney, and I have lots of friends who are Realtors and brokers, and they all say that, when it comes to new families moving into the area, one of the first things they want to know is what the school system is like.”

Robin Wozniak

Robin Wozniak stands in front of the new Starbucks set to open in Agawam.

Robin Wozniak, president of the West of the River Chamber of Commerce, who serves on the committee studying options for the high school, agreed. “It’s imperative that we keep up with technology and provide facilities that are state-of-the-art,” she said. “We have to remain competitive with our neighbors.”

Beyond the high-school project are other pressing issues in town, as well as signs of progress, she said, noting, among them, the highly anticipated opening of a Starbucks in a lot at the corner of Main and Suffield streets, being developed by the Colvest Group. The store is in the final stages of construction, she said, and it will be an important addition to that section of town just over the Morgan-Sullivan Bridge from West Springfield.

With the acquistion by Colvest of a small parcel on the edge of the neighboring Town Hall parking lot, there is room for additional development on the site, Wozniak said, noting that an urgent-care clinic and a fast-food restaurant have been among the rumored possibilities.

Meanwhile, she’s looking forward to working with Johnson to bolster the chamber’s role as a liaison between City Hall and the business community, making sure the wants and needs of the former are understood by the latter.

“We’re trying to identify some parcels for some creative housing concepts to try to see if we can get some more affordable-housing opportunities, if not subsidized affordable-housing opportunities.”

“I work closely with the mayors, as well as the state senators and representatives, to be sure that we’re providing a platform for the small businesses in Agawam, and be that middle person to ensure that the businesses are able to have their voices heard,” she said.

For this installment of its Community Spotlight series, BusinessWest turns the lens on Agawam, a community looking to transfer some unresolved issues to the proverbial done pile in the months and years to come.

Room for Improvement

As he talked about the current high school, a facility he attended in the ’70s and knows from many different vantage points, Johnson compared it to a “beautiful ’55 Chevy that we kept in really good condition.”

In other words, it still purrs, and it’s still somewhat easy on the eyes. But it is simply not suited for these times.

“It’s going to need significant work over the next five to 15 years, and no matter how much work you do to it, it’s not cost-effective to turn it into a new, modern vehicle,” he said, adding that the relatively good condition of the current high school actually hurt the town to some extent because the MSBA put other communities with more pressing needs ahead of Agawam in the competition for school-building funds.

But even the state has come around to the notion that the building needs to be replaced, said Johnson, adding that the MSBA board of directors recently voted to move the project to what’s known as schematic design.

The state would likely pick up $100 million of the total price tag, leaving the community to come up with the rest, he said, noting that a debt-exclusion override — something the town has never before sought from the voters — would likely be needed. And Johnson, like other elected officials, is leaning strongly toward putting the matter on the ballot.

But while the high school is the predominent issue facing the community, there are others, he noted, citing the ongoing work to convert the former HUB Insurance building on Suffield Street into a new police station, as well as continued progress on work to convert the former Tuckahoe Turf Farm, nearly 300 acres the town has owned for more than 20 years, into passive recreation.

“The other need is at the other end of the spectrum, the young people who have grown up in Agawam; they’re young adults out in the work world trying to find housing opportunities so they can stay in Agawam.”

This includes hiking paths, picnic areas, and other facilities, he said, noting that, roughly a year ago, town leaders approved the borrowing of nearly $4 million to build a road, repair the dam and culverts on the property, and create a parking lot.

That work continues, said Johnson, adding that funding has also been received from the state, as well as from Tennessee Gas, which directed funds it has earmarked for conversation projects to work on the dam and pond on the property.

What the initiative needs is a name, he noted, as it has always been referred to simply as the ‘former Tuckahoe site,’ and the town reconizes the need for something new and fresh. “We’re working on it,” he added.

Likewise, this community, like most in the region, is working to address an ongoing housing shortage.

“We’re trying to identify some parcels for some creative housing concepts to try to see if we can get some more affordable-housing opportunities, if not subsidized affordable-housing opportunities,” he explained.

Agawam at a Glance

Year Incorporated: 1855
Population: 28,692
Area: 24.2 square miles
County: Hampden
Residential Tax Rate: $14.54
Commercial Tax Rate: $27.54
Median Household Income: $49,390
Family Household Income: $59,088
Type of government: Mayor; City Council
Largest Employers: OMG Inc., Agawam Public Schools, Six Flags New England
* Latest information available

“We have two glaring needs, and they’re not easy to address, unfortunately. One is seniors who have raised families in Agawam; they’re living in single-family houses, and they want that downsizing opportunity,” he went on, noting that there is one over-55 condomimum project wrapping up, but the units come with price tags above what many can afford. “The other need is at the other end of the spectrum, the young people who have grown up in Agawam; they’re young adults out in the work world trying to find housing opportunities so they can stay in Agawam.”

As for the former Games and Lanes property, long an eyesore and an environmental nightmare, and then a vacant lot used only for parking at Big E time, Johnson said at least one developer has expressed interest.

The broader Walnut Street Extension corridor was rezoned to allow mixed use, he noted, adding that the preferred reuse of the Games and Lanes property would be development that entailed retail and office space on the ground floor and residential units on the floors above.

 

Bottom Line

Much has happened in this town since Johnson last occupied the corner office at the start of this century.

But some issues, including the high school, housing, and the Tuckahoe Turf Farm, were talked about the first time he patrolled Town Hall.

He ran again to bring resolution to those issues and “give them a fair shake,” as he put it, and as he prepares to return to office, there is an expectation of real progress on these and many other fronts.