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A Tradition of Caring Lives On

Gov. Charlie Baker, Sarah Yee

Gov. Charlie Baker, Sarah Yee, center, and Mercy Medical Center President Deborah Bitsoli at last month’s announcement of plans for the Andy Yee Palliative Care Unit.

Sarah Yee recalls that, during her husband’s final stay at Mercy Medical Center before he succumbed to cancer — a week in the intensive care unit in late May 2021 — there was some subtle “bending of the rules,” as she called it.

Most of it involved visitation, and, more specifically, the number of people who could visit and the hours when people could drop in, she noted. But there was more to it, especially efforts to make his room more like home, she said, adding that steps involved everything from the music playing — Earth Wind & Fire — to the Disney movies he would watch with family members, to pictures of family and friends that were brought in and placed around the room.

Summing it all up, Yee said that it wasn’t long before she called for an ambulance to bring Andy to Mercy for that final stay, that she decided that she didn’t want him to die at home.

Andy Yee was a successful entrepreneur

Andy Yee was a successful entrepreneur known for his passion for giving back. The palliative care unit is a continuation of that legacy.

“We love our house and the memories that we made here … but I didn’t want these to be our last memories of him,” she said, adding quickly that she did want him to die in a setting that was as close to home as she and family members could make it.

And the desire to enable others to enjoy that same home-like setting has prompted members of the Yee family, working in concert with those at Mercy Medical Center, to conceptualize the Andy Yee Palliative Care Unit, which is slated to open its doors before the end of this year.

Eight rooms are planned in space on the fifth floor of the hospital that had been a med-surg unit. Plans call for those private rooms, family respite places, private meeting rooms, and an outdoor terrace.

“This will be a specialized unit with specialized care,” said Deborah Bitsoli, president of Mercy Medical Center. “The rooms will have a particular color scheme, there will be a garden for the families, there will be particular types of furniture so the patients can stay overnight, and we will also outfit the rooms so some of the hospital equipment is behind walls, so that the environment would almost be like a home setting.

“The ICU is very institutional-looking,” she went on. “These rooms will not be institutional-looking; they’re going to look like a family room; this will be a very unique model for Springfield.”

The center will take the name of a man known for his many business accomplishments — he was a serial entrepreneur known in recent years for partnering with Peter Picknelly and others to save the Student Prince restaurant and then the landmark White Hut eatery — but also for his philanthropy.

At an elaborate press conference to announce the creation of the palliative care unit, staged last month in Mercy’s courtyard, several speakers, including Gov. Charlie Baker and Lt. Gov. Karyn Polito, both of whom became friends with Yee in recent years, talked about how the facility would not only meet a need, but speak — and in dramatic fashion — to Yee’s passion for giving back.

Indeed, before talking about the new unit, what it would offer, and what it would mean for patients and their families, Bitsoli set the tone by first turning back the clock to the early weeks of the pandemic, when Yee arranged to bring a Peter Pan bus full of food for staff at the hospital.

“There was another time when I called Andy and said, ‘I need your help,’ and he immediately said ‘what can I do?’” she recalled. “I said ‘it’s been a tough day for the staff; I need 1,000 roast-beef sandwiches. He said ‘when?’ I said ‘tomorrow.’ He said ‘I’ll get them there.’ And he did get them there.”

This desire to give back to those at the hospital and to support employees continued until that last stay in the ICU, said Bitsoli, noting that before he fell gravely ill, Andy Yee and officials at Mercy were planning a large, thank-you-to-staff celebration that would take place in that same courtyard as the press conference. That celebration never happened, but the spirit that spawned it would inspire something with more-lasting impact on the hospital and the patients it will serve.

Indeed, in the latter stages of her husband’s battle against cancer, Sarah Yee said she had many conversations with Andy’s oncologist, Dr. Philip Glynn, Bitsoli, and others about how donations in Andy’s name to Mercy Medical Center might best be used. There was talk of funding additional infusion rooms, she said, referring to facilities where infusion therapy is administered to cancer patients.

But officials at Mercy identified a greater need — one for palliative care facilities that would cater to critically ill patients who are mostly at the end of their lives.

Such facilities are not common, said Bitsoli, noting that fewer than 20% of hospitals offer palliative care.

“There are not many units like this; it really takes a combination of a vision and particular type of expertise,” she noted, adding that the unit will be overseen by Glynn and Dr. Laurie Loiacono, chief of Critical Care at Mercy. “It also takes a particular type of administration that feels committed to providing that type of experience for patients and families. It’s a particular unit that is resourced and outfitted in a very unique way, and you have to be behind that vision — and we’re all behind that vision.

“As the population ages, there is considerable focus on palliative medicine, which focuses on how someone passes in a dignified way, in a setting where they are surrounded by loved ones and in a supportive manner,” she went on. “There is a level of expertise and specialty around that, and Dr. Glynn has that type of expertise.”

Those at Mercy have been involved with the project for several months now, said Bitsoli, adding that there have been meetings with architects and room designers to finalize color schemes and other aspects of overall design. A committee has been meeting every week to get updates and keep the project on track for a fall ribbon-cutting.

Tim Stanton, vice president of Philanthropy for Trinity Health of New England, Mercy’s parent company, agreed, and noted that there is clear need for such a facility in this region.

“Sometimes, a family may feel it is desirable to have the patient come home during those last days,” said Stanton. “But oftentimes, it’s not practical or logical. So we want to create an environment here that replicates many of the comforts of home.”

Stanton said Mercy has embarked on what he expects will be a six-month campaign to raise money to help defray the cost of the new unit, which he projects will cost between $500,000 and $1 million in its initial stage.

Those wishing to donate may do so by visiting https://give.mercycares.com/andy-yee-palliative-care-unit

Daily News Elder Care HCN News & Notes Health Care Healthcare Heroes News Retirement Planning Senior Planning Summer Safety

SPRINGFIELD — In the spring of 2017, Healthcare News and its sister publication, BusinessWest, created a new and exciting recognition program called Healthcare Heroes.

It was launched with the theory that there are heroes working all across this region’s wide, deep, and all-important healthcare sector, and that there was no shortage of fascinating stories to tell and individuals and groups to honor. That theory has certainly been validated.

But there are hundreds, perhaps thousands of heroes whose stories we still need to tell, especially in these times, when the COVID-19 pandemic has brought many types of heroes to the forefront. And that’s where you come in.

Nominations for the class of 2022 are due July 29, and we encourage you to get involved and help recognize someone you consider to be a hero in the community we call Western Mass. in one (or more) of these seven categories:

• Patient/Resident/Client Care Provider;

•  Health/Wellness Administrator/Administration;

• Emerging Leader;

• Community Health;

• Innovation in Health/Wellness;

•  Collaboration in Health/Wellness; and

• Lifetime Achievement.

Nominations can be submitted at

https://businesswest.com/healthcare-heroes/nominations/

For more information call Melissa Hallock, Marketing and Events Director, at (413) 781-8600, ext. 100, or email to [email protected]

Banking and Financial Services Business of Aging COVID-19 Daily News Employment News

FLORENCE — Florence Bank announced that president and CEO Kevin Day will retire on Nov. 25, and a focused search is underway for a new leader.

Day took over as president in January 2020 and became CEO in May of the same year.

When Day took the helm at age 64, he promised that nothing would change at the bank. Little did he know, he’d be called upon to usher Florence Bank through some of the most tumultuous times in history, including a pandemic and the resulting financial strife. Day led the bank in ensuring that countless homeowners and businesses were able to defer their payments during the pandemic and in helping business customers connect to grants and other available funding.

These measures helped customers navigate the financial turmoil and gave them much-needed time to adjust to new financial situations.

The bank also expanded over these past two years, opening a branch in Chicopee; creating a work-from-home program for employees; and granting hundreds of thousands of dollars to nonprofit organizations in the Valley.

Day takes pride in the bank’s stability but shares the credit with the full banking team.

“Our goal in this transition is to identify an individual to lead the bank into the future while preserving the values and mission of the past that have proven so successful here,” he said. “I am proud to say that Florence Bank is fundamentally sound in every way. We have an experienced executive management team, a solid officer team and a dedicated staff. I am confident that the bank will continue to prosper for many years to come.”

Day joined Florence Bank in 2008 as chief financial officer, responsible for finance, facilities and risk management. His responsibilities expanded to include compliance in 2013, residential lending in 2014 and retail banking in 2016. He was also promoted to executive vice president in 2016.

Berkshire County Business Innovation Business Management Daily News Economic Outlook Education Women in Businesss

The Berkshire Economic Recovery Project, a program of 1Berkshire and Berkshire Regional Planning Commission, with funding from the United States Economic Development Administration, announced the launch of its women- and minority-owned business enterprise (W/MBE) module.

The training module, available in both English and Spanish, provides a high-level overview of what it means to be a certified women- and/or minority-owned business enterprise, and how such a certification can help support the small businesses in the Berkshires. In addition to the short overview training modules, interested businesses will also find a direct link to schedule a free intake consultation with the Economic Development team at 1Berkshire.

These consultations will allow 1Berkshire to make direct referrals to technical assistance support to help guide interested women- and minority-owned businesses through the certification process.

“We know we have many incredible small businesses in the Berkshires owned and operated by women, immigrants, minorities, and LGBTQ community members, however we find very few businesses are certified as such,” said Benjamin Lamb, 1Berkshire’s director of Economic Development. “This effort aims to move the needle on helping our underserved business owners access the opportunities that W/MBE certification unlocks, including government contracting opportunities, specific loan and grant programs, tax incentives, and more.”

Businesses and business owners are invited to visit the W/MBE module page at https://bit.ly/3yff8zP for more information and to view the recordings.

Construction Daily News Environment and Engineering Landscape Design Meetings & Conventions News Tourism & Hospitality

WESTFIELD Tighe & Bond, Inter-Fluve, the Town of Falmouth (MA), and project partners have been recognized with two awards for the Coonamessett River Restoration and John Parker Road Bridge project.

The project team received the Bronze Engineering Excellence Award from The American Council of Engineering Companies of Massachusetts (ACEC/MA) and the Nicholas Humber Outstanding Collaboration Award from the Environmental Business Council of New England (EBC).

The awards recognize the successful transformation of 56 acres of abandoned cranberry bogs, which established a thriving, self-sustaining ecosystem supporting wildlife, increasing coastal resiliency, and providing educational opportunities. Numerous barriers to fish passage were removed including a dam, water control structures, a series of undersized culverts that were replaced with the new John Parker Road Bridge, and 5,560 feet of the river were reestablished to closely match the historic natural flow of the river. A river overlook is a gateway to miles of trail with interpretive signs about the natural history placed along the river that is protected by town and land trust conservation lands.

“The Coonamessett River restoration achieved its goals to be a nature-based solution to increase resiliency to climate change and community resiliency,” said Elizabeth Gladfelter, Falmouth Conservation Commission Member. “This project has increased awareness and stewardship of natural resources in Falmouth and both formal and informal educational programs.”

Project partners spanning local, state, and federal organizations collaborated with the technical engineering and construction teams to successfully complete this project. The restoration is serving as an example for other Cape Cod communities transforming former cranberry bogs across the region into thriving wildlife habitats and educational and recreational opportunities for all.

Creative Economy Daily News Events Luxury Living Sports & Leisure Tourism & Hospitality Work/Life Balance

SPRINGFIELD — After a three-year hiatus due to COVID-19, The Zoo in Forest Park is bringing back its popular Brew at The Zoo, presented by PDC Inc., on Aug. 6 from 1 p.m. to 5 p.m.

The 21+ event features beer samples from local craft breweries, a home brew competition, food trucks, live music, games, a raffle, and animal interactions.

“We haven’t been able to host Brew at the Zoo since 2019, and we’ve really missed it,” said Sarah Tsitso, executive director at The Zoo in Forest Park. “This event brings together our incredible craft beer community, who all come out to support the 225 animals that call our zoo their home.”

Attendees can choose from four ticket types: VIP, VIP Designated Driver, General Admission and Designated Driver. Attendees with a VIP ticket will enjoy an extra hour of sampling beginning at 12 p.m., the opportunity to participate in up-close animal encounters, and grain to feed the animals. All attendees must be 21+.

The current list of breweries attending the event include Loophole Brewing, One Way Brewing, Vanished Valley Brewing Co., Broad Brook Brewing Company, Connecticut Valley Brewing Company, Berkshire Brewing Company, Rustic Brewing Company, Iron Duke Brewing, Two Weeks Notice Brewing Company, Brew Practitioners and New City Brewery, in addition to nine home brewers.

The Zoo will be closed to the public on Aug. 6. Advanced tickets are required to attend this event and IDs will be checked at the door. Tickets are limited and on sale now at www.forestparkzoo.org/brew.

For more information, contact Gabry Tyson at (413) 733-2251 ext. 5 or [email protected].

Creative Economy Daily News Events Sports & Leisure Tourism & Hospitality Work/Life Balance

SPRINGFIELD — The historic grounds of Springfield Armory National Historic Site is once again the stage this summer for live music.
On July 16 at 6 p.m., the Bad News Jazz and Blues Orchestraled by Jeff Gavioli,  will perform. The Bad News Jazz and Blues Orchestra is a 19-piece orchestra that has been performing since 2012, playing swing music from the 1930s and 1940s.

Special Coverage Women in Businesss

The Right Ingredients

The staff at the Ekus Group

The staff at the Ekus Group in the reference library that Lisa Ekus has built over the past 40 years.

The Hatfield-based Ekus Group describes itself as a ‘full-service culinary agency.’ This is a unique niche obviously, one that has been successfully cultivated over the past 40 years, during which time the name Ekus, like the names of many of the authors the company represents, has become known across the country and around the world. Summing up the broad range of services, partners Lisa and Sally Ekus (mother and daughter) say they “bring chefs out from behind the stove.”

If one wanted to gain a full appreciation for how the company started by Lisa Ekus back in 1982 has grown, evolved, and emerged over the past 40 years, maybe the place to start is in what she calls her reference library.

It has become the centerpiece — although there are several of those — of the 250-year-old renovated farmhouse in Hatfield she calls home. She started with a small collection gathered in high school and college, and has grown it to 7,000 volumes, with more added seemingly every week; there’s a pile of books outside her office for reading and possible addition to the collection.

There are works of fiction placed in one small section, but the rest — much like Ekus’s career, and that of her daughter, Sally Ekus, now a partner in this venture — are devoted to food and cooking. The volumes are carefully cataloged and arranged by various subjects, meaning everything from food types to geographic regions, authors to individual countries; she recently added two volumes on Polish cuisine.

“There were agencies that did book PR. But we really honed in on chefs, cookbooks, food companies, and understanding the evolution and growth of what was happening on a very vast global stage.”

The library, like her work to create what have come to be known as ‘culinary celebrities,’ is a passion.

“It’s all organized physically, it goes around the globe by country, and then it goes through our country by region,” she told BusinessWest. “And there’s specialty, single subjects — soup, health and diet, wine … you name it. I’ve read maybe 75% of them and I’ve touched them all in some way.”

When asked what makes a book worthy of placement in the library, Sally answered for her mother. “It has to be … unique.”

That’s a word that could, and should, also be applied to this business, formerly known as the Lisa Ekus Group, but changed recently to reflect Sally’s more prominent role. Indeed, there are few companies like this anywhere, and probably only one in a rural setting like Hatfield. And while the library does a good job of conveying its growth and presence, it doesn’t … well, tell the full story — pun very much intended.

To fully understand, we need to visit other rooms of the house, which is adjacent to the company’s offices and plays a huge role in day-to-day activity.

Like the dining room and its massive table. Here, Lisa Ekus has hosted literally thousands of people for dinner over the years, including culinary celebrities such as Julia Child, Emeril Lagasse, and countless others.

Sally Ekus, left, with her mother and business partner, Lisa Ekus.

Sally Ekus, left, with her mother and business partner, Lisa Ekus.

Or the nearby kitchen, which doubles as a TV studio where many of these same chefs have mastered the fine art of cooking for a television audience, a business niche that the Ekus Group has cultivated over the years.

Or the large side porch that Ekus added on the property several years ago. Here, she does more entertaining with those who have become celebrities and those who want to gain that status.

Or the Airbnb that she recently opened with the appropriate name Cooks Chateau. As the pandemic has eased and leisure and business travel have returned, she has booked the space for the next several months, and projects that it will eventually become a solid profit center.

Together, these spaces in the Ekus home speak to a hugely successful business, one that continues to add new lines to its recipe for success, such as a virtual “How to Write a Cookbook” course that Sally considers a logical extension of what the company has done for the past four decades (more on it later).

Looking ahead, Sally said the company will continue to evolve and grow, but likely remain a boutique, as in “small” agency that can provide personalized service to its many kinds of clients.

“It’s not ‘here’s a book — let’s sell it. We want to identify the unique selling points and where in the marketplace this might fit; how can we help an author and a publisher articulate what the primary focus and goal of this particular book is. That’s what we do.”

“We have a desire to grow intentionally in a way that continues to support the work that our current team loves to do and also potentially bringing in a handful of new talent to grow things like our agent-representation program and our talent representation, and also continue to buildout our workshops and culinary expertise,” she said.

For this issue and its focus on women in business, we talked with Lisa and Sally Ekus about the first 40 years at this unique business and what may come next. Putting it in perspective, Lisa stated the obvious:

“We have so much fun with what we do; it’s one of the best industries to be in.”

 

Course of Action

For Sally Ekus, the phrase ‘growing up in the business,’ has perhaps more meaning than it does for most second-generation business owners and managers.

Indeed, since the Ekus home was — and is — also the office, but also the place where countless celebrities and celebrities in waiting came to meet with Lisa Ekus, cook, dine, and chat after meals with her, and Sally was part of all that; she literally grew up in the business — and around people like Julia Child.

And while she fondly remembers what she calls “the good old days,” she came of age, and became part of the business, as the scene was changing, with developments such as blog-to-book deals, online recipes, the rise of self-publishing, and much more.

From left, Lisa Ekus, Julia Child, and Irena Chalmers

From left, Lisa Ekus, Julia Child, and Irena Chalmers, a noted author and food commentator at one of many gatherings in the backyard of the company’s home in Hatfield.

Today, the company still celebrates the old while embracing the new, and Sally and Lisa are planning the next courses, if you will, for this venture, while continuing to provide the services that have made this company so successful over the past four decades. Summing them up, Lisa said she, Sally, and the assembled team “bring people out from behind the stove.”

By that, she means that the company helps those with culinary skills cultivate a brand while also helping them develop expertise in other areas required to become a true culinary celebrity — everything from writing a cookbook and getting it published, to learning how to cook for a television audience, to effective self-promotion.

While there have been cookbooks for perhaps a century now, there wasn’t, until recently, a focus on the chefs, the authors of these cookbooks, said Sally, noting that the Ekus Group devotes its energies to putting them front and center, and making them, as much as their recipes, the stars of the show.

It’s a package of services that, together, make the company unique and has enabled it to assemble a client list that is a veritable who’s who in the culinary world, with luminaries such as Haile Thomas, Toni Tipton-Martin, Davis Olson, and many others.

Turning back the clock 40 years, Lisa Ekus said she started her company to fill a need for a business that focused on book PR. She moved to the valley from New York City and brought with her an extensive portfolio of connections and experience.

“I developed the business because of, and through, my connections in New York publishing,” she explained. “So, I had a great base upon which to draw clients and get recommendations.”

In essence, she was doing remote work before anyone knew what remote work was, she went on, adding that she loved the lifestyle in Western Mass. and was committed to building a business here and traveling back to Gotham — or anywhere else she needed to go — when needed.

Over the next several years, the company would develop a culinary niche and become, in her estimation, the first and only culinary PR book agency in the country.

“There were agencies that did book PR,” she went on. “But we really honed in on chefs, cookbooks, food companies, and understanding the evolution and growth of what was happening on a very vast global stage. Our niche was putting it forward in book form.

“We worked to put our authors and their expertise out there through the covers of their books,” she went on. “No one had really focused on the personalities, the experts within the categories they wrote about — like Rose Levy Beranbaum and desserts; she wrote The Cake Bible, or Lynn Rosseto Kasper, who founded and was the host of Splendid Table for decades; she was an expert on the Emelia-Romagna section of Italy.

“Books were just put out there,” she continued. “And we really brought the expertise forward on a national level. And I really love personally to understand where someone comes from and what they write about. It’s not simply another book about cookies or Italy or wherever; it’s understanding and taking a deep dive into food.”

 

Stirring Things Up

While the Ekus Group remains grounded in the principles and services on which it was founded, it has certainly evolved over the years and changed as the times have.

The biggest change has simply been the emergence of food and cooking, said Lisa, noting that, 40 years ago, there were very few celebrity chefs, no television networks devoted to the subject, exponentially fewer cookbooks being written annually, few who knew what veganism was, and far fewer people who would say they are really into the culinary arts.

Starting in the early 90s, things started to change, she recalled, and today the landscape is much different.

“We’re willing to, and want to, explore food origins,” Lisa explained. “We want to say, ‘I’m going to cook an entire Korean meal this weekend, and I’m going to buy authentic ingredients and I’m going to make it from scratch. People have taken up cooking and food as a major hobby, and it’s a huge sector economically in the country.”

Elaborating, she said the food business has transformed itself into the food businesses — hundreds of different types, from importers to retailers to specialty food purveyors.

The Ekus Group has positioned itself to thrive in this environment, said the two partners, through the cookbook, but also a hard focus on serving those who want to be players in this movement, if it can still be called that, be they book writers, bloggers, podcast hosts, or simply those who want to take their culinary skills to another plane.

Ekus’s home

Top, the kitchen in Lisa Ekus’s home doubles as a studio for training chefs om how to cook before a TV audience. Above, one of the rooms in the Cooks Chateau.

Elaborating, Sally said the company is working with several hundred clients a year and perhaps a few dozen at any given time on specific book projects. Overall, the work involves building their brand, she said, and taking them beyond their first book, although they certainly help many get started.

“Oftentimes, it’s not just one book or the first book, although we love that it starts there,” she explained. “It’s the second, the third, fourth, fifth, and beyond; we help them build their brand through their publishing career.”

Lisa agreed, and said the company helps those at various stages of the book-writing process, from developing a concept, to finding a publisher, to shooting a photo for the cover.

The broad goal is to ‘position’ the book, she went on, adding the Ekus Group specializes in this value-added service.

“It’s not ‘here’s a book — let’s sell it,’” she told BusinessWest. “We want to identify the unique selling points and where in the marketplace this might fit; how can we help an author and a publisher articulate what the primary focus and goal of this particular book is. That’s what we do.”

Moving forward, the company is always looking for different ways to share its expertise in this large and growing market, she went on, adding that this mindset has led to new and different initiatives, such as the online How to Write a Cookbook course.

There are many such courses on the Internet, said Sally, but few if any that bring the Ekus Group’s level of expertise and understanding of what makes a book successful at a time when shelves are crammed with new titles, and more are written every week.

“I realized that we were getting the same questions about publishing, and cookbook publishing in particular, over and over again, whether they’re from our clients, the consults that we do, or just general curiosity in this industry,” she explained. “So a few years ago, I thought ‘how can we extend a core value of ours, which is to be a resource in this industry?’ And I put together this course, which is an extension of our expertise.”

Elaborating, she said it helps answer questions about self-publishing versus traditional publishing, how to stand out, the role of agents, and much more.

Thus far, the course, which features more than 20 “exclusive, insider tips” from Sally Ekus, has drawn considerable interest, said the partners, adding that it complements other services, such as training in culinary media, which ranges from cooking on TV or before a live audience, to conducting a radio interview. Cooking is one skill, said Sally, but media appearances are another … kettle of fish.

“There are a lot of people who say ‘I’m a food expert,’ or ‘I want to be famous and cook and talk on television,’” she said. “But there’s a very specific skill and personality that needs to be cultivated and trained, so we developed this program, which is the first of its type in this space.”

Over the past 40 years or so, hundreds, including celebrities like Lagasse, known for his mastery of Creole and Cajun cuisine, have had such training in that kitchen in the Ekus home.

As noted, countless cooking celebrities have come to Hatfield over the years, and now more are making the trek with the new Airbnb, which, as its name indicates, has a culinary focus.

“People can visit us, whether they’re a client or not, and be inspired, write, cook, visit the library, and more,” said Sally, adding that as more people become more comfortable with travelling, she expects that the space will become popular with those looking for a quiet spot to create — whether it’s with a laptap or on a stove.

 

Food for Thought

Summing up 40 years in business and the mindset that drives the Ekus Group, Lisa said, “some people eat to live; we live to eat and to celebrate the writers, the authors, the cooks who are doing it so brilliantly.”

And by celebrating them, it is helping them navigate the path to becoming celebrities — on one level or another.

This business is, like those books on the reference library shelves, unique. And as the business marks 40 years, those rooms in the Ekus home show just how far it has come and where it can still go.

 

George O’Brien can be reached at [email protected]

Cannabis Special Coverage

Delivering on Business Promise

partners in Budzee.

From left, Kevin Perrier, Volkan Polatol, and Erza Parzybok, partners in Budzee.

Volkan Polatol didn’t actually speak the words, but he strongly implied them: ‘If this was easy, then everyone would do it. Or at least try.’

The ‘it,’ in this case, is delivery of cannabis products — Amazon-style. Polatol, teaming with Kevin Perrier and Ezra Parzybok in a venture called Budzee, has created such a service, believed to be one of the very few in this region, and the country, for that matter.

As the partners talked about their business, they addressed that logical question about why they are the first and why there are not more ventures addressing what appears to be a logical need within the marketplace.

And the simple answer is that this isn’t as easy as it looks. And it doesn’t even look easy.

Indeed, there are complex licensing issues to overcome, software programs to develop, logistics, myriad expenses — from buying dedicated, unmarked vehicles to outfitting them with special equipment, to staffing each vehicle with two people (one of many requirements to be followed). And now, gas costs more than $5 a gallon.

“All of this is incredibly expensive, and it’s very difficult; we had to create the model,” said Polatol, who summed it all up by saying that a roadmap had to be in place for such a unique venture.

Parzybok agreed, and elaborated — on the many challenges facing this venture and all businesses in the cannabis sector.

“There’s a strain put on these businesses when the state invents all these rules that make it difficult to run a smooth, profitable business,” he explained. “The rules for cannabis are more strict than for pharmacies that sell opioids; they’re more strict than those for the delivery trucks that deliver alcohol. All that costs money.”

The partners who created Budzee, all veterans of this industry in one capacity or another, have chosen to take on all these challenges — they opened their doors this past spring. And that’s because, despite all these hurdles and expenses, they see real need for what they’re doing. They also see a path to profitability — not right away, but certainly some day, and perhaps soon as word of their venture grows and more people decide that it’s easier to have cannabis products delivered to their door than it is to travel to an area dispensary.

“There are people who can’t drive to a dispensary,” said Polatol. “Meanwhile, even though cannabis is legal in this state, there is still a stigma out there; some people don’t want to be seen in dispensaries. There’s still a great many people who want to be home, and they like the convenience of things being delivered to them.”

“There’s a strain put on these businesses when the state invents all these rules that make it difficult to run a smooth, profitable business. The rules for cannabis are more strict than for pharmacies that sell opioids; they’re more strict than those for the delivery trucks that deliver alcohol. All that costs money.”

And that brings the partners, who have invested more than $1.2 million to move Budzee off the drawing board, to the major challenge that remains for them — educating the public about this service and the convenience it brings.

“There’s considerable work to do to educate the public about this,” said Polatol, adding these efforts are ongoing. “Once we get established, people will understand; there are so many non-cannabis models out there — from Domino’s Pizza to Amazon. Once they understand it, it clicks. To get it out there, though, will require marketing, marketing, and more marketing.”

Parzybok agreed, and said that in time, consumers will come to understand, appreciate, and embrace the convenience just as they have in many other industries where home delivery has become an important part of the business model.

“It’s a new industry, so you assume that most licensed categories are going to be profitable,” he said. “You can look at the numbers for retail establishments or see the lines coming out the door when retail was opening, so you just assume that people will also embrace delivery. But when Amazon first came out, people were like ‘why should I buy something on the Internet when I can just go get it at the grocery store?’ But now they realize that they never have to bring it in from their car again.”

ideally situated off I-91

Budzee’s location in Easthampton is ideally situated off I-91

Getting the word out, and creating a comfort level with home delivery of cannabis products is essential, because with this model — where Budzee is charging the same price for products as one would pay if they went to a dispensary (there is a $100 minimum) — relies on volume. And creating it will be the primary assignment moving forward.

“It’s all about scaling up,” said Polatol, adding the goal is to eventually serve the entire state and build a large portfolio of new and repeat clients.

For this issue and its focus on the region’s emerging cannabis industry, BusinessWest talked with the partners at Budzee about the venture, what it took to get it off the ground, and how they anticipate that it will continue to gain altitude in the months and years to come.

 

Creating a Buzz

As they offered BusinessWest a quick tour of their facilities — dominated by signs that read ‘authorized personnel only’ or ‘Do Not Enter — Limited Access Area’ — on just about every door — the partners stopped in the large vault area where the various cannabis products are stored and then gathered for delivery.

There are literally hundreds of different products on the shelves — a selection larger than what is to be found at most dispensaries, said Polatol — with names ranging from Rootbeer Float to Blue Sunshine; Purple Pineapple Express to Sundae Driver.

Putting such a portfolio of products together has actually been one of the easier aspects of this enterprise, they noted, adding quickly that just about everything else — from the software to the business model; from the licensing to the logistics — is difficult and, in many ways, pioneering.

Turning back the clock roughly two years, Polatol said the three partners came together behind the idea that the region needed a service that would ‘bring cannabis to your house like a pizza,” as he put it, and conviction that this team had the expertise, determination, and patience (a key ingredient to be sure) to make this happen.

There were some courier-like businesses working on a DoorDash model, said Polatol, but the concept they had, for a warehouse, Amazon-like model, was totally unique for this region, and the country, as far as they knew.

The vault at Budzee

The vault at Budzee holds a wide variety of products for delivery to customers.

The partners already knew each other well. Polatol and Perrier are the owners of the dispensaries Dreamer Cannabis in Southampton, and Honey in Northampton, and Parzybok served as a licensing consultant on those ventures. United in their vision for this new kind of business, what they put together a checklist of everything that was needed, and then a roadmap for taking the concept from the drawing board to the marketplace.

The first item on the list was a license, which was somewhat problematic, because the state was, and still is, awarding cannabis-delivery licenses exclusively to those who qualify for the state’s social equity program — meaning they were previously harmed by the nation’s war on drugs.

Enter Parzybok, who was arrested in 2015 after federal agents raided his home in Northampton and eventually seized dozens of marijuana plants; he received probation for the offenses.

The license-application process was lengthy and complex, mostly because of the new ground being broken, but also because the Cannabis Control Commission has historically been methodical when issuing licenses, said Perrier, adding that this bridge would eventually be crossed.

The partners also needed a location, and realized that they actually had one in property that Perrier owned in Easthampton that was ideally situated less than a minute from an exit onto I-91, positioning the company to deliver to the four counties of Western Mass. and beyond.

They also needed software for taking orders, vehicles, specialized equipment, drivers (a challenge when all companies are looking for help), and a system for safely getting products into those vehicles and then into the hands of customers.

All those hurdles were cleared early this year, and the company commenced deliveries in early April.

Most of these have been in and around Springfield, but there have been some farther east; the territory attached to the license is essentially everything west of Worcester. And the two-person teams (one drives, the other brings the items to the door) are delivering the full spectrum of products, from flowers to edibles to accessories.

Deliveries come on three levels: ‘express’ (within two hours, but usually less than that); ‘same day,’ where the customer picks a time slot, and ‘scheduled,’ where the customer picks the day and time.

Thus far, business has been good, but the venture is still very much in the ramping-up phase as awareness of the service builds, the public becomes more comfortable with the notion of having cannabis delivered to their doorstep, and it understands (at least with this company) that delivery is not more expensive than going to the dispensary.

And there are obstacles to building this awareness, they said, adding that state and federal laws limit where and how such a venture can advertise its products and services. For example, cannabis companies can only advertise on vehicles that can prove that 85% of their audience is 21 or older, said Perrier. Meanwhile, because cannabis is still illegal federally, such platforms as Google, Instagram, and Facebook “won’t take our money,” he noted, adding that television stations will not take it, either. They can’t even advertise on the vehicles delivering the products — those must be unmarked for, presumably, security reasons; this is a cash-only business.

“You’re really handicapped in how you can advertise,” said Polatol, adding that the company is using some billboards and a digital campaign to draw people to the Budzee website. But that’s just half the battle. Once there, consumers need to become comfortable with the products and procedures, and place orders.

Despite these challenges, the partners believe they have the right concept at the right time, and as awareness and comfortability grow, they will achieve the volume they need to be profitable.

“Once Budzee becomes known as a household delivery option for cannabis, things will snowball and we’ll get bigger numbers,” said Polatol. “And we’re seeing that right now; the numbers are going up every week, and we’re getting a lot of regulars.

“There are some people who can’t leave their house for health reasons, and they’re ordering from us three times a week,” he went on. “They love it, and it’s rewarding for us; it’s a model that’s working.”

At present, the company is making maybe 20 to 30 deliveries a day on average, he said, with the goal being to take that number past 100. Other goals are to go statewide (more licenses will be needed for that) and then perhaps to other states, he told BusinessWest.

 

Budding Proposition

None of that will be easy, of course. But as these partners have shown, they are willing to assume challenges and clear some high hurdles to get where they want to be.

And right now, they are where they want to be — the first to be out the door (and to your door) with delivery of cannabis products.

They know that it will take some time to scale up, as Polatol noted, and reach the volume level they need to be successful, but they believe they have a model that works and a foundation to build on.

 

 

George O’Brien can be reached at [email protected]

Special Coverage Wealth Management

It’s a Time to Stay Focused and Think Strategically

By Barbara Trombley, CPA

If you have a retirement account, as many of us do, it is hard not to follow what is going on in the financial markets today. We are officially in a bear market, defined by a drop of 20% or more in a broad market index.

The Dow Jones Industrial Average crossed into bear market territory on June 13 of this year. Unfortunately, bear markets may plummet even deeper than the 20% threshold and may do so over a prolonged period. It is a tough time to be an investor during this scenario but, eventually, the market finds a bottom and investors feel comfortable once again to begin buying, putting an end to the bear market.

Bear markets are usually the result of a recession or some other financial strain. We are not officially in a recession, but many experts think that one is coming. A recession is defined as a significant decline in economic activity that lasts for months or years. This often means that unemployment rises as companies fail or shrink to control costs. Corporate profits fall causing a decline in stock market prices.

Usually, a bear market signifies tougher economic times ahead. Unfortunately, bear markets are ‘normal’ and happen periodically. We actually experienced a short bear market at the beginning of the pandemic. Bear markets tend to be much shorter than bull markets (when stocks rise over a period of time). They also tend to be less statistically severe, with average losses of 33% compared with bull market average gains of 159%, according to data compiled by Invesco.

“It is a tough time to be an investor during this scenario but, eventually, the market finds a bottom and investors feel comfortable once again to begin buying, putting an end to the bear market.”

What should an investor do during a bear market? Risk tolerance, asset allocation and your age really come in to play right now. The percentage of equities in your portfolio should match your risk tolerance and age. For instance, if you are in your thirties and forties and are investing in your 401(k), you could be very aggressive and have a large percentage of equities.

If this is the case, then you should be thrilled to make your monthly deposit into your account. You are buying stocks ‘on sale’ and you have many years to make up any temporary losses in your account. Even if you are a few years from retirement, and depending upon you situation, a bear market could be seen as an opportunity to purchase stocks at a discount.

A prolonged bear market for someone approaching retirement or a new retiree could mean making some changes to your lifestyle. For example, you could limit withdrawals from your investment account and/or eliminate panic selling. When you withdraw money or sell in a bear market it is considered “locking in the losses.” Perhaps you can cut spending or pick up an extra job for the short term, until the economy is on more stable footing.

There are financial products available that could potentially be suitable in many portfolios. In some cases when determined appropriate, an annuity could be used to create more stable income, a REIT (Real Estate Investment Trust) could be used to help diversity a portfolio and many insurance companies offer products with downside protection. Consult your financial advisor for different ideas to help address the volatility in your portfolio.

Perspective is key to a good night’s sleep when dealing with market volatility. Downturns are a normal occurrence in the stock market. Since 1932, bear markets have occurred, on average, every 56 months (about four years and eight months), according to S&P Dow Jones Indices. Make sure to keep emergency funds in the bank to keep market withdrawals to a minimum. Do not make rash changes to your portfolio. There is a saying that ‘time in the market beats timing the market.’ It is very hard to predict the exact best day to sell a stock or to buy a stock. Missing the best days in the stock market, over time, can seriously undermine your performance. Having a plan and sticking to it could yield the best results in the long term.

If you are a new investor, you may want to proceed cautiously. One potential strategy is to dollar cost average any funds that you have into the market (spread the investment over a period of time). This way you are buying at different price points in the market. Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.

No one is predicting when the market bottom will happen, and it is nearly impossible to time. I believe you should see to have a well-diversified portfolio with a mixture of asset classes, though there is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Always remember the adages “This too shall pass” and “Time is on your side.” Those people that have been investing for a while have been through many economic downturns and have survived and, most likely, thrived if they have stayed the course and stuck to their plan!

 

Barbara Tromblay is a financial advisor and CPA with Wilbraham-based Tromblay, CPA: (413) 596-6992. Securities offered through LPL Financial. Member FINRA/SIPC. Advisory services offered through Trombley Associates, a registered investment advisor and separate entity from LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Insurance Special Coverage

A Policy of Purpose

After a long career growing FieldEddy (later HUB International New England) into one of the region’s most notable insurance success stories, Sam Hanmer called it quits, figuring he’d enjoy an early retirement. But he didn’t, in fact, enjoy it. So, three years later, with a renewed sense of passion and purpose, he got back in the game, purchasing two local agencies, with the intention to grow them further, with an eye toward cultivating the next generation of leadership.

By Stephen Carter

If not for the pandemic, Sam Hanmer said, he might have stayed retired.

Or maybe not.

A long stretch when COVID-19 largely shut down the world certainly didn’t add to whatever enjoyment his retirement years — which began in the spring of 2018 — were bringing him, but the truth, he admitted, is that early retirement simply didn’t suit him.

“Quite honestly, I was hanging around doing nothing every day and had a lack of purpose in my life,” said Hanmer, whose more than three-decade career in insurance was highlighted by the rapid growth of FieldEddy in the early years of this century and its acquisition by Hub International in 2014. “I said, ‘OK, I have to go do something. This is crazy; I’m too young. None of my friends are retired. I’m a golfer, but not a passionate golfer.’ So retirement didn’t sit well with me.”

As noted, COVID didn’t help — Hanmer’s bulldog, Santino, was his “pandemic dog,” a companion during those isolating months — and not even the golf courses were open for a while. Simply put, he was restless.

“I figured, I’ve got plenty of earning years left, so I went back to what I know,” he said, noting that he honored his non-compete agreement with HUB before jumping back into the insurance business. After bidding on another agency and falling short, he purchased the two locations of LeBel, Lavigne & Deady Insurance (in Chicopee and Springfield) in May 2021, rebranding them as the Rush Insurance Group. Then, in November, he bought Towne Insurance Agency in Agawam, changing the name to Towne Insurance Group; it may eventually be part of the Rush name as well.

“I got back in the business,” he said. “I needed something to do, and it’s what I knew.”

Back in the 1980s, when Hanmer graduated from UMass Amherst, his father was the majority owner of a firm known then as Field, Eddy, and Bulkley, but Hanmer didn’t go to work for him right away. When he later joined the family business, he started in sales but moved to the financial side when the treasurer suffered a heart attack and had to leave the company for some time. After his father retired in 1995, Hanmer stepped into the role of CEO.

It wasn’t long before he started to capitalize on a trend within the industry — many small, mom-and-pop operations struggling to adjust to changes and technology began looking in earnest for exit strategies — to grow by acquisition.

insurance business with a new venture

Sam Hanmer tried retirement, but it didn’t suit him, so he returned to the insurance business with a new venture

Over the next two decades, the firm acquired a number of agencies, including the Curtis and Hodskins agencies in Monson, Aliengena in Palmer, LDS in Three Rivers, Meadows in East Longmeadow, Remillard in South Hadley, Buckley Bridge in Windsor Locks, and both BPI and Lawson, Marino & Bertera in Springfield.

The 160-year-old firm, later branded FieldEddy, was still growing its footprint when it became part of the HUB International family in 2014, where Hanmer remained in a leadership role for three and a half years, then retired.

For a while, anyway.

 

A Different Perspective

Looking back to his un-retirement decision early last year, Hanmer figures it was probably inevitable, pandemic or not.

“I’m very happy I made the call to do it. I’ve had people, friends in the business, say, ‘why did you get back into this business?’ But it’s a good business, it really is, and they know it.

“But after a while, it can get old,” he went on. “So for me, taking three years off and coming back was a like a recharge. I was in the business 30-something years, and after 30 years, anything can get a little tiring. You take a few years off and realize — in my case, at least — retirement wasn’t working, and you come back with a different lens because you had three years off. So I’m excited and having fun in the business — probably more fun now than I had back in the day.”

Hanmer has navigated a number of changes in the sector, including the rise of direct writers like Geico and Progressive, who poured into Massachusetts after state regulations were changed to stimulate competition. But Hanmer, like other independent agents, has always countered that evolution by emphasizing the value of relationships in his business.

“The direct writers have captured a fair amount of the Massachusetts business, and you saw a big pitch years ago about online sales from direct writers. Now you see Geico offices popping up because they finally understand it is a relationship business. Geico’s done phenomenally; they don’t have to put offices up, but they’re starting to build offices you can walk into. And Progressive probably does 80% of their business through independent agents. People don’t know that.”

The other factor that’s been affecting the insurance world over the past 20 years — and remains a factor today — is consolidation, and there’s a place, Hanmer said, for locally owned companies in that landscape.

“Consolidation has been happening in all sectors, and that’s very much the case in the insurance-agency world,” he noted. “Everything is going to the nationals, and the local insurance agencies are dwindling. But we’re still local people.”

The main challenge is one of scale, he said, noting that the size of HUB certainly helped the former FieldEddy grow its business because of the buying power of a national firm. “And they have a lot of what I would call specialty units that focus on a particular sector. It’s powerful. It served us well.

“But I still think there are a group of middle-market buyers, smaller businesses that get lost in the shuffle with the nationals, and I think there’s a big opportunity for smaller local agencies to capture that business,” he went on. “A lot of national players actually walk away from that business. And in Western Mass., that’s 90% of businesses.”

So, against the backdrop of continued consolidation and with his accumulated years of experience, Hanmer saw an opportunity to be successful.

“It certainly was a scary thought to get back in, and come up with some capital in order to get back in, knowing that things have changed in three years — although they didn’t change as much as I thought they would have.”

Elaborating, he said he discussed coming back with friends and colleagues, and they led him to believe the business had changed quite a bit, even in the three years he was away.

“And there is change in the system environment, in the software we use, some of the peripheral things, but the actual dynamics of the business didn’t change. Once I got back in, I said, ‘this is what I anticipated.’”

It’s a landscape where relationship building and the consultative approach still matter, he explained.

“That’s never gone away. I’d rather be your consultant than your salesman. If someone buys from me, great, but if they don’t, and I’ve helped them, that’s fine too, because at some point, that will come around. Maybe they’ll talk to a friend. Even if I don’t ever get their business, that approach works. It doesn’t necessarily work quickly, but this is a marathon, not a sprint.”

He paused for a moment. “Well, I’m sprinting a little bit, because there will be retirement at some point ahead of me.”

 

Leaving a Legacy

For now, though, Hanmer is focused on growing his three offices, which offer personal, commercial, and employee-benefit lines — the latter being new for both agencies.

“My makeup isn’t to sit back. I absolutely plan on growing it through organic growth and organic sales and through further acquisitions, for sure,” he told BusinessWest. But he wants to leave his enterprise in healthy shape when that second retirement does come around — and, presumably, sticks.

“I’m hoping this time around to create something where a perpetuation might be internal instead of selling it externally to a national brand. If I can get a few young guys — and women — in here who are passionate about the business and want to keep it going, I would definitely perpetuate it internally, just create a little annunity for myself, as opposed to just cashing out. That’s the plan. Plans change, but that’s the plan.”

Bringing in young professionals is a national challenge, however.

“It’s hard. This industry is struggling to attract young people who want to be in the insurance business. It’s hard to get young people energized or even want to talk to you. They’d rather be in a dot-com; they’d rather be in a startup in Boston. There’s all kinds of things they’d rather do than sell insurance.”

One reason is that insurance isn’t an instant-gratification career, he explained.

“It’s a recurring-revenue business, which means your first few years are tough because you have to build a book of business. It’s a commission-based business, so once you build your business, you can create a recurring-revenue compensation program. It can be lucrative if you stick it out, but most people won’t stick it out because the first few years are lean. If they can manage through their first few years and have thick enough skin not to worry about the public perception of insurance, it can be a very lucrative job.”

The negative perception arises, Hanmer said, because insurance is something everyone needs, but they don’t want to pay for it. “They love having it when they have a problem, but if they’ve never had a problem, they say, ‘I can’t believe I spent all this money on insurance.’”

Hanmer found he needed insurance, too — not the product, but the career. He needed it more, in fact, than putting on a green or puttering around a house, or whatever activities he and Santino — who now goes to work with his owner every day — might get up to.

In other words, Hanmer needed to feel the spark of working again, so that’s what he did. And he found that spark.

“I definitely made the right decision,” he said. “I’m really happy.”

Conventions & Meetings Daily News Events Meetings & Conventions

SPRINGFIELD — The Springfield College Board of Trustees recently announced the outcome of its 2022-23 board election results during its annual spring meeting.

William Burke III was re-elected as chair for the board of trustees. He earned a bachelor’s degree from Loyola College, and also received a master of Business Administration from Loyola College Sellenger School of Management.

The following individuals have been elected to serve a three-year term on the board of trustees (Class of 2025):

  • Mark Elgart is president and chief executive officer at Cognia in Alpharetta, Ga. He earned a bachelor’s degree from Springfield College, a master of Education from Westfield State College (now university), and a doctor of Education from the University of Massachusetts.
  • Pia Flanagan is chief of staff to the chief executive officer at MassMutual in Springfield. She earned a bachelor’s degree from the University of Texas at Austin and a juris doctor from Emory University School of Law.
  • Peter Pappas is a wealth management associate at Morgan Stanley in Springfield. He earned a bachelor’s degree at Kenyon College, a Master of Arts from Union College, and a master of Education from Springfield College.
  • Suzanne Robotti is the founder and president of MedShadow Foundation in New York, N.Y. She earned a bachelor’s degree from the University of Maryland.

The following individuals have been elected as new members to serve a three-year term on the Springfield College Board of Trustees (Class of 2025):

  • Terry Powe is principal of Elias Brookings School in Springfield, Mass. She earned a bachelor’s degree from Springfield College.
  • Anthony Sarage is a podiatrist and partner at Western Massachusetts Podiatry Associates in East Longmeadow, Mass. He earned a bachelor’s degree from Springfield College and a doctor of Podiatric Medicine from Temple University.

The following individuals have been elected to serve a five-year term on the Springfield College Board of Trustees (Class of 2027):

  • Denise Alleyne is a retired vice president for student services at Pine Manor College in Chestnut Hill, Mass. She earned a bachelor’s degree from Springfield College in 1973 and a graduate degree in 1974.
  • Douglass L. Coupe is the retired vice president of State Street Global Investor Services of Boston. Coupe has been a member of the Board of Trustees for more than 20 years serving as chair from 2011 to 2015. He earned a bachelor’s degree, master’s degree, and certificate of advanced studies at Springfield College, and he received an honorary doctor of Humanics degree from the College in 2016.

Samantha Hourihan, a native of Bridgewater, will continue to serve as a student trustee until January 2023. A physical therapy major, Hourihan has been named to dean’s list multiple times and is a member of the women’s basketball team.

Gizzelle Abanador, a native of Ludlow, will continue to serve as student trustee-Elect until January 2023 and then serve as student trustee from January-December 2023. She is a biology major.

David Henke, a native of Brookfield, Conn., was elected as student trustee-elect for January-December 2023. He is a secondary education major.

Berkshire County Daily News Education Events Tourism & Hospitality Travel and Tourism Work/Life Balance

LENOX — The Mount, Edith Wharton’s Home, announced its 2022 Summer Lecture Series line-up. Now in its 29th year, the Summer Lecture series brings leading biographers and historians to the Berkshires. This year’s series includes journalist and New York Times bestselling author Kati Marton, Pushcart prize-winning poet Ravi Shankar, and Syrian/Jordanian thought leader Luma Mufleh, among other notable speakers. 

Lectures will be held outdoors under an open-air tent on Mondays at 4 p.m. and Tuesdays at 11 a.m., beginning July 11 through August 30. To view the full line-up and purchase tickets, visit EdithWharton.org.

“We have a fascinating mix of narratives about historical figures and contemporary underrepresented voices in this year’s lineup,” said Patricia Pin, The Mount’s Public Program Director. “We are looking forward to welcoming our community back to The Mount for what promises to be an engaging season of meaningful storytelling.” 

  • July 11 and 12: Grace M. Cho, author of Tastes Like War; 
  • July 18 and 19: Victoria Kastner, author of Julia Morgan: An Intimate Biography of the Trailblazing Architect 
  • July 25 and 26: Luma Mufleh, author of Learning America: One Woman’s Fight for Educational Justice for Refugee Children.
  • August 1 and 2: Ravi Shankar, author of Correctional: A Memoir;
  • August 8 and 9: Susan Branson, author of Scientific Americans;
  • August 15 and 16: Chad Williams on “The Voice of W.E.B Du Bois”
  • August 22 and 23: Ann McCutchan, author of The Life She Wished to Live;
  • August 29 and 30: Kati Marton, author of Chancellor: The Remarkable Odyssey of Angela Merkel.

For more information, visit EdithWharton.org

Daily News Employment Health Care News Women in Businesss

HOLYOKEHolyoke Medical Center has announced the appointment of Lisa Wray-Schechterle, as the hospital’s director of Community Benefits.

Wray-Schechterle joins the hospital from Pyramid Management Group where she served as the marketing director of the Holyoke Mall at Ingleside, a position she held for more than 20 years.

Wray-Schechterle holds both a master of Arts in Communication and a Bachelor of Science in Business Administration from Western New England University. She serves as a marketing committee member for Girls Inc. of the Valley, a board member of the Holyoke Chamber of Commerce, and as an advisory board member for the Holyoke Community College School of Business.

“We are happy to welcome Lisa to our team,” said Spiros Hatiras, Holyoke Medical Center’s President and Chief Executive Officer. “Her proven ability to build collaborative partnerships coupled with her knowledge of Holyoke and the many community based organizations we work with throughout the region, will enable her to successfully manage and expand our Community Benefits program.”

Holyoke Medical Center Community Benefits provides programs and services to improve health in communities and helps to increase access to health care. This is done to advance medical and health knowledge in the community and relieve or reduce the burden of government and other community efforts. Wray-Schechterle has succeeded Kathy Anderson as the director of the department, following Anderson’s retirement. 

“I am excited to extend my knowledge and networking connections to help improve the health needs of the Pioneer Valley,” said Wray-Schechterle.  

“As the hospital has just completed their 2022 Community Health Needs Assessment, I look forward to creating the next implementation strategy based on the feedback we received and expressed needs identified by the community.”

Daily News Education Events Health Care

HOLYOKE – Holyoke Community College is now accepting applications for its free Community Health Worker training and apprenticeship program. 

The program begins in September and is tuition free thanks to a federal grant HCC received in 2020. 

The purpose of the four-year, $1.89 million grant, awarded in 2020 from the Health Resources and Service Administration (HRSA) is to increase the number of CHWs qualified to help children and families affected by opioid use.   

HRSA’s Opioid-Impacted Family Support Program supports training programs like HCC’s CHW program that enhance and expand paraprofessionals knowledge, skills, and expertise. 

 

The training involves college level coursework during the first year, as well as supervised field work experience at Behavioral Health Network in Holyoke. Classes are held in person at HCC and require basic computer proficiency and literacy skills. After the first year, students can apply for a full-time, paid apprenticeship placement — the first of its kind in Western Mass. 

 

During the pre-apprenticeship training at HCC, students take two core Community Health Worker classes across two consecutive semesters.

 

“The HCC Community Health Worker Apprenticeship Program is an initiative that offers free training for people interested in pursuing community health and human services,” said Tina Tartaglia, CHW project coordinator. “There is a specific focus on teaching students how to support children and families affected by opioid use and substance use disorders. Students with lived experience are encouraged to apply.”  

 

This is the third year of the four-year grant, which aims to train 25 individuals as CHWs each year. The grant also provides stipends to students as incentives to complete the program and seek employment in the field. Students who enter an apprenticeship after they finish training are eligible for an additional annual stipend of $7,500.

 

“COVID-19 has made clear how essential community health workers are in addressing the wide range of physical, behavioral and mental health issues faced by members of our community,” President Royal said in 2020 after the HRSA grant was awarded. “Through this program and with our partners, we will not only have the ability to support more families struggling with substance use, but we will also be creating more jobs in a sector central to our region’s economic growth.”

 

HCC’s partners in the grant include Behavioral Health Network, Holyoke Health Center, and the MassHire Hampden County Workforce Board.

 

For more information or to apply, please visit hcc.edu/chw-free

Biz Tips & Industry News Business Management Daily News News

Confidence among Massachusetts employers edged close to pessimistic territory in June as businesses struggled with surging inflation and concerns about a possible recession.

The Associated Industries of Massachusetts Business Confidence Index (BCI) fell 3.9 points to 50.8. The Index now rests 12.6 points lower than a year ago and marginally higher than the 50 mark that separates an optimistic from a pessimistic view.

The decline, which left the Index at its lowest point since December 2020, reflects particular concern about the course of both the state and national economies. The BCI’s US Index plummeted 9.1 points for the month and more than 20.3 points for the year.

The Central Massachusetts Business Confidence Index, conducted with the Worcester Regional Chamber of Commerce, fell from 57.5 to 49.0. The North Shore Confidence Index, conducted with the North Shore Chamber of Commerce, dropped from 61.8 in May to 52.6 last month.

The confidence numbers came at a time when 76% of CEOs globally tell The Conference Board that they expect a recession by the end of 2023 or believe it’s already here. The economy appears to be growing, but employers face growing struggles with soaring fuel prices, supply chain disruptions and financial market volatility.

“Central banks around the world are raising interest rates with new urgency, hoping to cool inflation by slowing growth of aggregate demand and achieving a closer balance with supply,” said Sara L. Johnson, Chair of the AIM Board of Economic Advisors.

“Capital markets remain open, but financing costs are rising for businesses, consumers, home buyers, and governments. The year ahead will bring a more difficult environment for builders and capital good producers.”

The constituent indicators that make up the Index were  uniformly lower in June.

The Massachusetts Index assessing business conditions within the Commonwealth shed 6.6 points to 47.2, down 16.4 points since June 2021. The US Index measuring conditions throughout the country fell to 38.6.

The Current Index, which assesses overall business conditions at the time of the survey, declined 3.3 points to 53.4. The Future Index, measuring projections for the economy six months from now, lost 4.6 points to 48.1.

The confidence employers have in their own companies declined 2.6 points to 56.0, ending the month 8.7 points lower than in June 2021.

The Manufacturing Index fell 5.2 points to 49.3, 11.6 points less than a year ago.

Small companies (52.6) were more optimistic than large companies (50.2) or Medium-sized companies (49.8).

Elmore Alexander, Dean Emeritus of the Ricciardi College of Business, Bridgewater State University, and a BEA member, said the Russian invasion of Ukraine and COVID-19 lockdowns in China have added to the supply chain woes experienced by Massachusetts employers.

“Elevated demand continues to collide with supply restraints and most economists believe inflation will remain above the Federal Reserve’s 2% target through the end of 2023,” Alexander said.

AIM President and CEO John R. Regan, also a BEA member, noted that recent polls find that among all of the vexing issues facing the commonwealth, Massachusetts residents remain most concerned about the economy and jobs, inflation, housing costs and taxes.

“The citizens of Massachusetts clearly understand that economic growth and jobs form the basis of their ability to establish a stable life and raise a family. The emphasis on jobs is especially notable at a time of an acute labor shortage that has allowed workers participating in the ‘Great Resignation’ to pretty much have their pick of new positions,” Regan said.

Daily News Education News

EASTHAMPTON — Matthew Sosik, president and CEO of bankESB, announced that the bank has pledged $30,000 over three years to Girls Inc. of the Valley.

The money will be used to help support the organization’s Her Future, Our Future campaign, a $5 million fundraising effort designed to help the organization better meet the needs of girls from under-resourced communities in Hampden County and beyond. Through this campaign Girls Inc. seeks to triple the number of elementary and teen girls served, reaching more than 1,000 girls annually. Efforts include renovating a new dynamic, state-of-the-art headquarters and program center in Holyoke, expanding geographic reach in public schools in Springfield, Chicopee, and beyond, and supporting their innovative Eureka! STEM program that prepares girls for college and career.

“This incredible gift from bankESB to support the Her Future, Our Future campaign shows their impactful commitment to community,” said Suzanne Parker, executive director at Girls Inc. of the Valley. “We are proud to have bankESB’s support as we aim to deliver our research-based, engaging programs to more youth across the Valley — and in our new headquarters.”

The donation was made as part of the bank’s charitable giving program, The Giving Tree, which reflects the roots the bank has in its communities, its commitment to making a real difference in the neighborhoods it serves, and the belief that everyone’s quality of life is enhanced when we work together to solve our communities’ biggest problems.

“Children are our future, and Girls Inc. of the Valley is helping to build that future for young girls with innovative, supportive, and life-changing programs that inspire them to be strong, smart, and bold,” said Sosik. “bankESB is pleased to do its part in supporting Girls Inc. and its efforts to provide a high-quality environment and programs that help elementary school-age and teenage girls unlock their full potential.”

Daily News Employment

SPRINGFIELD — The management of Big Y Foods Inc. has announced the following new appointments in Western Mass.:

Shane Lashway, store director, Amherst Big Y Supermarket;

Brian Cromack, store manager, Wilbraham Big Y Express;

Nadine Bransky, bakery sales manager, Palmer Big Y Supermarket;

Sarah Ashton, night manager, Southampton Big Y Supermarket;

Vito Guerino, night manager, North Adams Big Y Supermarket;

• Daniel Dufur, meat and seafood sales manager, Pittsfield, Big Y Supermarket;

• Raanan Hartman, district director, Springfield Big Y Supermarket;

• Jonathan Hubbard, assistant store director, Great Barrington Big Y Supermarket;

• Robert Masciulli, sales and merchandising mentor, Springfield, Big Y Supermarket;

• Keith Fronsceno, corporate senior produce sales manager, Springfield Big Y Supermarket;

• Mery Aviles, customer service manager, SpringfieldBig Y Supermarket;

• Angelo Cosme, employee services representative, Wilbraham Big Y Supermarket;

• Andrew Kubin, employee services representative, Southampton Big Y Supermarket;

• Alexander Deming, customer service manager, Southwick, Big Y Supermarket; and

• Corey Decker, store director, Westfield Big Y Supermarket.

Conventions & Meetings Daily News

SPRINGFIELDDowntown Springfield Toastmasters kicked off its 25th anniversary year by announcing its officers for 2022/23. They are:

President: Steve Lanning (eight-year member);

• Vice president, Education: Andrew Watt (nine-year member);

• Vice president, Membership: Mechelle Decouteau (one-year member);

• Vice president, Public Relations: Shera Cohen (18-year member);

• Secretary/Treasurer: Dave Anderson (14 year member);

• Sergeant-at-Arms: Steve Lanning (eight-year member)

Toastmasters is not a course that is graded, but a club in which members give impromptu and planned speeches. It is an opportunity to learn, practice, and be evaluated in a non-threatening setting.

Architecture Construction Daily News Real Estate

SPRINGFIELD — Developer Peter A Picknelly, along with Springfield city officials, on Thursday unveiled a proposal to build a new Hampden County courthouse on a 14.5-acre site along the Connecticut River north of the Memorial Bridge. The proposal, which also includes housing and a marina, comes with a pricetag of $475 million.

The plans, unveiled at a press conference, call for a four-story, 210,000-260,000-square-foot courthouse; an 11-story residential apartment building with 120-180 units; and a 50-slip marina on the waterfront and a space for an outdoor restaurant.

The proposal hinges on whether the state decides to replace the troubled Roderick L. Ireland Courthouse on State Street. The state is exploring potential new sites and the cost of building a new courthouse; the existing facility has been plagued by health concerns.

Springfield Mayor Domenic Sarno said that if the state decides to build a new courthouse, the proposed riverfront site would be the ideal location.

Sarno, Picknelly, and Tim Sheehan, Springfield’s chief development officer, all said that a development of this size and with its various components could be a catalyst for growth along the river and in the North End of the city, similar to what the Basketball Hall of Fame has done for the area south of the Memorial Bridge.

Commercial Real Estate Daily News News Real Estate Real Estate

SPRINGFIELD Colliers Capital Markets announced that it has been retained by MassDevelopment, to sell 1550 Main Street, the 128,900 square-foot office building in Springfield’s downtown corridor.

Colliers Executive Vice President Jeanne Pinado will lead marketing efforts of 1550 Main, with Vice President Rob Schlesinger providing additional support, and the firm will issue a call for offers in mid-July.

The five-story office building is 97% leased and underwent a complete $9 million renovation in 2010. Capital improvements included creating a high-quality building entrance with an open atrium with 70-foot ceilings, as well as building an outdoor plaza and improving landscaping, elevators, restrooms and more.

Formerly a federal courthouse, 1550 Main St. is home to tenants such as the administrative offices for Springfield Public Schools, the United States General Services Administration, and BayState Health. The building has a 103-space below grade garage and connects via a pedestrian skywalk to the 28-story Tower Square, an office, retail, hotel and parking complex. MassDevelopment purchased 1550 Main from the federal government in 2009 and revitalized the campus to position it as a Class A office building with an expansive public plaza as part of an economic development initiative.

Cannabis Daily News Events Luxury Living News Sports & Leisure The Cannabis Industry

NORTHAMPTON — HONEY, a recreational cannabis dispensary, located in the former home of Sierra Grille, will stage its grand opening on July 9 at 1 p.m.

Visitors can enjoy all day music, fresh popped kettle corn, and performances by the local hula hoopers, wing dancers, stilt walkers, and aerialists. There will be a fire performance at 8:30 p.m.

HONEY is owned and operated by Volkan Polatol and Kevin Perrier. In opening HONEY Northampton, Polatol and Perrier have teamed up with HONEY Brands, originally founded in California, which produces full spectrum, distilled cannabis oil in vape cartridges.

“We are thrilled to partner with the HONEY brand,” Perrier said. “It’s telltale black-and-gold packaging has become synonymous with the best cannabis hash oil on the market today. And now, consumers on the East Coast can try it for themselves. We’re also proud to be able to make the HONEY hash oils from our own facility at Wemelco Industries in Easthampton.”

In addition to HONEY vapes, the dispensary also carries the highest-testing flower and a huge selection of brands from across the state. The location’s innovative LED tunnel, color-changing displays, and chill playlist all create a relaxed, club vibe, and budtenders are on hand to give expert advice on all products.

Berkshire County Daily News Employment Real Estate Real Estate

LEE — Evan Collins has joined Lee Bank as a mortgage originator and will be working out of the Pittsfield branch.

Colins was previously employed as a sales associate at Piretti Real Estate and Stone House Properties. He has been involved in real estate sales in Berkshire County for seven years and said he is looking forward to exploring a different side of the local real estate market in his new position.

Daily News Education Environment and Engineering HCN News & Notes Health Care News Sports & Leisure Summer Safety Travel and Tourism

AMHERST — UMass Amherst has received a $10 million, five-year award from the Centers for Disease Control and Prevention (CDC) to create the New England Center of Excellence in Vector-Borne Diseases (NEWVEC).

The UMass-based center is one in a group of regional centers of excellence designated by the CDC to reduce the risk of vector-borne diseases – such as Lyme disease and West Nile virus – spread by ticks, mosquitoes and other blood-sucking arthropods across the U.S.

Stephen Rich, vector-borne disease expert and professor of microbiology, is the principal investigator on the project and will serve as the executive director of NEWVEC, whose three-pronged mission will integrate applied research, training and community of practice to prevent and reduce tick- and mosquito-borne diseases in New England. NEWVEC aims to bring together academic communities, public health practitioners and residents and visitors across the Northeast.

“We’re really excited about building this community of practice and embracing all the stakeholders in the region who need to know how to do things like reduce ticks and mosquitoes on school properties and public spaces. It is also important to inform the public on best practices to keep ticks and mosquitoes from biting people and their pets,” Rich said. “Part of that mission entails training public health entomologists — undergraduate, master’s and Ph.D.-level students — who are going to be the next generation of people confronting these challenges.”

Infectious disease epidemiologist Andrew Lover, assistant professor in the School of Public Health and Health Sciences, will serve as deputy director of the center, with co-principal investigator Guang Xu at UMass Amherst, and co-principal investigators at Northern Vermont University, the University of Maine, University of New Hampshire, University of Rhode Island and Western Connecticut State University.

“This center fills a critical gap in responses to vector-borne disease in the region,” said Lover, who aims to apply his prior work with regional malaria elimination programs to build strong networks across the Northeast region. “As pathogens and vectors don’t pay attention to borders, coordination across states is essential for public health response. Among other things, we’ll develop practical public health tools to understand how and where people are most likely to interact with ticks, which will then allow for well-targeted and efficient health programs.”

His lab also will provide technical assistance to directly support local health practitioners in optimizing vector surveillance strategies and designing operational research to improve program effectiveness.

Xu, research professor of microbiology, will be responsible for the center’s pathogen testing core and will conduct applied research in the evaluation of tick suppression approaches.

Rich notes that blood-sucking ticks transmit more vector-borne diseases than any other arthropod in North America, accounting for some 400,000 cases of Lyme disease alone every year. “And at least a half-dozen other pathogens are associated with the blacklegged tick,” commonly known as the deer tick, he adds. “It’s kind of a silent epidemic.”

The researchers say it’s critical to attack the problem on all fronts by using applied research projects to reduce tick populations and optimize personal protection and control products, and by training public health students and workers, as well as individuals.

Business Management Daily News Employment

HOLYOKE —  The Dowd Agencies announced the promotion of Jack Dowd from account executive to vice president of personal lines. Dowd has been with the agency since 2016 and represents the fifth generation to join the family business.

“I am happy to announce the well-deserved promotion of Jack to this new position,” said John Dowd Jr., president and CEO of The Dowd Agencies. “For the past six years, he has been a very successful commercial producer as part of our sales team and in this new role, he will further develop the personal lines department including marketing, customer service, client retention and operating procedures.”

Jack Dowd graduated from Saint Michael’s College with a B.S. in business administration and received his MBA from the University of Notre Dame Mendoza College of Business. A licensed property and casualty insurance producer, he achieved his certified insurance counselor (CIC) designation in 2019. In addition, he has participated in the 18-month Agents Sons & Daughters Training Program for underwriting at Quincy Mutual Insurance.

In his community, he serves on committees for the Brightside Foundation and the Make-A-Wish Foundation. He is also a member of the board of directors for Boys Scouts of America, Western Massachusetts Council, where he serves as the risk management chair.

“I look forward to taking on more responsibility within the business,” said Jack Dowd. “Continuing the Dowd insurance tradition is important to me, and I am proud to be part of the fifth generation of this family-owned operation. I look forward to working with our team on the new challenges this position will bring, as well as the opportunity to continue to learn and grow here.”

Conventions & Meetings Daily News Women in Businesss

HOLYOKE — The Young Professional Society of Greater Springfield (YPS) welcomed Elizabeth Hillis, business development associate at WWLP 22 News, to its Board of Directors.

“I’m excited to share my skills with the board and learn new things about the area,” Hillis said. “I’m thrilled to be able to help with the amazing events our organization has to offer. Being a Springfield YPS member is a great way to develop your network, meet other professionals, and become more involved in your community. I can’t wait to get started!”

Daily News Events Security Sports & Leisure Summer Safety Travel and Tourism

SPRINGFIELD — In preparation for Star Spangled Springfield on Monday, the Springfield Police Department will be detouring traffic in and around the area of the Memorial Bridge and Riverfront Park where festivities will be held this weekend.

On Sunday, at 11 p.m., the Memorial Bridge will close to all traffic, vehicular and pedestrian, to allow for the set-up of the Star Spangled Springfield fireworks display. The bridge will open again around 11p.m. on Monday.

At around 7:30 p.m. on Monday, the Springfield Police Department will begin to close roads in the vicinity of the Memorial Bridge in anticipation of the 9:30 p.m. fireworks display. Massachusetts State Police will close Exit 5 (formerly Exit 7) off of I-91 South as needed. Pedestrians will be restricted from sitting on I-91 Exit Ramps.

For public safety, the Springfield Police Department will enforce no pets, alcohol, smoking, bicycles, skateboards, rollerblades, fireworks, sparklers, and drones in and around Riverfront Park.

Business Management Daily News Women in Businesss

CHICOPEE — Bk Investments Hotel Group announced the promotion of Karen Warren to regional director of Operations.

Warren will be responsible for the management of the hotel portfolio. She will have responsibilities for a range of brands, including Residence Inn Chicopee, Hampton Inn Chicopee, Tru by Hilton Chicopee, and Holiday Inn Express in Brattleboro, Vt.   

Vickie Maryou has been promoted to general manager of the Residence Inn Chicopee to succeed Warren.

Business Innovation Daily News Economic Outlook Events

CHICOPEE — The Donahue Institute at UMass Amherst issued a study Tuesday showing that the Westover Metropolitan Development Corporation (WMDC) industrial parks in Chicopee and Ludlow and the civilian airport generate an estimated $2.2 billion a year in direct and indirect revenues.

The report was released at a press conference at a hangar at the base attended by dozens of area economic development leaders. It states that the industrial parks and airport have increased the number of jobs in the region, employing 3,600 people across the Hampden County area. Also, 69% of workers in the airparks earn more than $3,333 per month, compared to 55% of workers across the state. Business activity at WMDC-developed areas generates almost 8,500 jobs around Massachusetts annually.

The WMDC is a quasi-public development corporation formed in 1974 to convert military property in the vicinity of Westover Air Force base to productive civilian uses. WMDC has developed more than 1,300 acres of land in the area and currently operates the Westover Civilian Airport and three industrial parks.

The report notes that businesses within the airparks and the airport also contribute more than $6 million in local taxes. Businesses in Chicopee paid a total of $4.32 million in local taxes, while businesses in Ludlow paid $1.87 million in local taxes.

Creative Economy Daily News Events Luxury Living Sports & Leisure Tourism & Hospitality

SPRINGFIELD — MOSSO, the Musicians of the Springfield Symphony Orchestra, will celebrate the film music of John Williams on July 21, at 7:30 PM in Springfield Symphony Hall. MOSSO will perform excerpts from Williams’ scores to ET, Schindler’s List, Superman, Star Wars, Jurassic Park, and more. Some popular classics, including Rossini’s Overture to The Barber of Seville, Massenet’s Meditation from Thaïs, and Stravinsky’s Firebird Suite open the program.

Maestro Kevin Rhodes was music director and conductor of the Springfield Symphony Orchestra for 20 seasons before the pandemic. He returned to Springfield to conduct his musicians last October in front of a packed house at Symphony Hall, featuring many musical highlights from his tenure as their music director.

Rhodes was recently appointed Chief Conductor of the Slovak National Opera and Ballet in Bratislava, the capital city of Slovakia. In this role he will have a leading artistic position in a European city noted for its cultural diversity, while he continues to serve as music director for the Traverse Symphony Orchestra in Michigan, and as principal conductor of Boston’s Pro Arte Chamber Orchestra.

Rhodes has been a presence in the major musical capitals of Europe for over 25 years, with credits including The Paris Opera, The Vienna State Opera, The Berlin State Opera, La Scala of Milan, The Dutch National Ballet, The Verona Ballet, The Stuttgart Ballet, and many others.

Tickets for the concert, a MOSSO benefit, are priced at $60, $45, $25, and $10, and are on sale at: SpringfieldSymphonyMusicians.com. MOSSO sponsors include BusinessWest and Healthcare News, the Republican/MassLive, WWLP-22News & the CW Springfield, the Sheraton Springfield at Monarch Place, New England Public Media, and the Bolduc Schuster Foundation.

MOSSO is a 501(c)(3) not-for-profit organization, which is not a subsidiary of nor affiliated with the Springfield Symphony Orchestra Inc.

Daily News Education Events News

SPRINGFIELD —   The Naismith Memorial Basketball hall of Fame has announced the return of “Hoophall Hangouts” which will replace “60 Days of Summer,” the museum’s annual summer program featuring family-oriented fun.

Starting on July 1 and running through August 31, the Hall of Fame will host various appearances from basketball players, personalities, and Hall of Famers.

“The hall is excited to bring summer programming back to Springfield starting in July,” said John L. Doleva, president and CEO of the Basketball Hall of Fame. “Paired with our newly renovated museum, Hoophall Hangouts will elevate the experience for our museum guests and will hopefully leave everyone with fantastic memories of their visit.”

On August 12, Bob Hurley Sr. (Hall of Fame Class of 2010) will accompany his son, Dan Hurley head coach for UConn’s men’s basketball team for a special father/son appearance. Throughout the summer, museum goers will also have the opportunity to hear from Class of 2022 Inductees Tim Hardaway, Bob Huggins, and George Karl, as well as hall of famers Grant Hill from the Class of 2018 and Jay Wright from the Class of 2021. Head coach Frank Martin from UMass will also be making an appearance.

“Hoophall Hangouts” appearances are free of charge to museum guests, however some appearances will have select VIP opportunities. “Hoophall Hangouts” will be scheduled throughout the summer and will occur at 1 p.m. For more information, visit www.hoophall.com/hoophallhangouts or follow @hoophall on Twitter, Facebook and Instagram.

Daily News Events News Sports & Leisure Tourism & Hospitality

AMHERST — The Amherst Business Improvement District has announced the lineup for the second annual Friday Night Summer Concert Series on the South Common. The series is sponsored by Encharter Insurance.

On July 22, the BID presents local artists Dawn Lepere and Jeff Starns opening for blues singer-songwriter Eric Lee (LINK). On July 29, UMass will return to the Common for the second year of Jazz in July in downtown Amherst, an event featuring UMass staff, students, and a couple of ‘ringers.’ On August 5, the Grammy-winning Children’s performer MISTER G will take the stage before The Soul Magnets appear. Wrapping up the series on August 12 will be the classic country act the Rosie Porter Trio, followed by the pop-rock Maxxtones.

These events will be free for all, starting at 6 p.m. These evenings will also host local brewery White Lion Brewing, local cider makers Artifact, and Black Birch Vineyards wine for the over-21 guests. Crème Bru.LA will be joining the fun, and there will have a charcuterie station.

Daily News Events Sports & Leisure STUFF Made in Western Mass Women in Businesss

SPRINGFIELD — Springfield Union Station is again hosting a music video of The Star-Spangled Banner sung by local talent Vanessa Ford, who is known as “The Songstress of Springfield.” Also this 4th of July, is a music video by Kayla Staley, a student at the Springfield Conservatory of the Arts.

Staley performs America the Beautiful in her video, which also includes interior drone video of historic Springfield Union Station.

The videos were planned, recorded and produced by Darcy Young and Mary Cate Mannion, both of whom are producers at New England Corporate Video, a division of GCAi Digital PR and Marketing. GCAi will run both videos for Springfield Union Station on its Social Media channels starting on July 1, and they will run through July 4.

“The 4th of July is very special for all of us in Springfield, and Union Station wanted to add to the celebration,” said Nicole Sweeney, property manager for Springfield Union Station. “Vanessa and Kayla are local treasures.”

Ford began singing in the church choir at the age of seven, and she loves every genre of music. She is an aficionado of classical music, jazz, pop, traditional hymns, and contemporary gospel music. She has performed the National Anthem for many local college sporting events, at Springfield Police Academy Graduations, and for a multitude of high-profile local and national events.

Staley is a 2022 graduate of Springfield’s Conservatory of the Arts and has been singing since she was 12. She enjoys singing at retirement communities and other public venues.

Daily News Hampshire County Super 60

SPRINGFIELD The Springfield Regional Chamber (SRC) is seeking nominations for its annual Super 60 awards program. Super 60 recognizes the success of the fastest-growing and privately owned businesses in the region. Nominations must be submitted by August 5.

Each year, Super 60 identifies the top-performing companies in this region, based on revenue growth and total revenue. In 2019, one-quarter of the Total Revenue winners exceeded $30 million, with all the winners combining for more than $720 million in revenue. In the Revenue Growth category, all winners had growth above 21%, and 50% of the top 30 companies grew by more than 50%.

“Small businesses are the backbone of our region and have been especially resilient throughout the pandemic,” said Springfield Regional Chamber President Diana Szynal. “We’re thrilled to bring this awards program back to honor our region’s businesses and recognize their successful navigation through the past two years.”

To be considered, companies must be independently and privately owned; based in Hampden or Hampshire counties or be a member of the Springfield Regional Chamber; have revenues of at least $1 million in the past fiscal year; and have been in business for at least three full years. Companies are selected based on their percentage of revenue growth over a full three-year period or total revenues for the latest fiscal year.

Companies may be nominated by financial institutions, attorneys, or accountants, or they can self-nominate. Along with an application, nominators must provide net operating revenue figures for the last three full fiscal years, signed and verified by an independent auditor. All financial information must be reported under generally accepted accounting principles and will be considered confidential.

Nomination forms can be found on the Chamber’s website and can be submitted by faxing to SUPER 60, Springfield Regional Chamber, (413) 755-1322. Nomination forms must be submitted no later than August 5. The Super 60 awards will be presented at the annual luncheon and recognition program on Oct. 28, at the MassMutual Center in Springfield.

The Super 60 award luncheon attracts more than 500 business leaders each year. Super 60 sponsorships are now available. For information, call (413) 755-1309 or e-mail Szynal at [email protected].

Biz Tips & Industry News Coronavirus COVID-19 Daily News Economic Outlook

BOSTON The echoes of the COVID-19 global health crisis were apparent in the latest edition of The Index of the Massachusetts Innovation Economya report that tracks the strength of the Commonwealth’s tech and innovation sectors.

Even with net job losses in nine of 11 key tech sectors in 2020, the Massachusetts tech and innovation economy continued to be a top state in terms of total R&D investment ($36 billion in 2018, second only to California), record venture capital investment ($15.8 billion in 2020), and increased investment in higher education per student (up 29.4% since 2015).

Despite the data capturing the worst of the COVID-19 recession, all three of the sectors below were well above their 2015 employment levels, with the first two having actually added jobs during 2020:

• Biopharmaceuticals and Medical Devices (+37.8% since 2015);

• Scientific, Technical, & Management Services (+25.4% since 2015); and

• Software & Communications Services (+16.8% since 2015).

The 2021 Index found the following areas were bright spots for the innovation economy:

Leading Higher-Ed:

• A marked increase in higher education investment, with appropriations per student up 29.4% since 2015, greater than any of the LTS save for California;

• Highest number of degrees conferred per capita among the LTS (18.1 per 1,000 residents);

• 47.6% of the workforce has at least a bachelor’s degree, higher than any other state and well above the U.S. average of 34.4%.

R&D and VC Investment Rising: 

• Massachusetts is one of the leading producers of patents per capita, with 1,275 utility patents per million residents in 2020, second in the LTS;

• Of the 5 LTS with more than $1 billion in annual investment in 2015, Massachusetts saw the fastest growth in VC funding, up 88.3 percent from 2015 to 2020.

Healthcare Research:  

• $3.3 billion in National Institutes of Health (NIH) funding in Massachusetts in 2020;

• $5,659 of NIH funding per $1 million GDP;

• 11 Massachusetts research institutions received more than $100 million in NIH funding in 2020.

“While the pandemic’s impacts were stark, the investments made by the private and public sectors continue to fuel growth in the areas that are driving our innovation economy,” said Pat Larkin, director of the Innovation Institute at MassTech. “On education, we’ve seen the clear rise in higher-ed investment by the state, which is a key driver for our talent development pipeline. The Index also points to the potential for further strengthening, as the state expands Innovation Pathways programs at the K-12 level, efforts which will further train students for careers in advanced manufacturing and robotics, which desperately need talent.”

All 10 leading tech states saw net job losses in key sectors during 2020, including in Massachusetts. Since 2015, the Commonwealth’s innovation job losses were concentrated in a few key manufacturing sectors, including: Diversified Industrial Manufacturing (- 6.9%); Advanced Materials (-7.4%); and Computer & Communications Hardware (-16.9%).

To download a copy of the Index of the Massachusetts Innovation Economy, or to access interactive copies of the graphs and charts from the report, visit masstech.org/index.

Community Spotlight

Community Spotlight

By Mark Morris

Alex McGill says his company considered other options, but decided it wanted to be in East Longmeadow

Roughly 60 years ago, McGill Hose and Coupling opened on Benton Drive in East Longmeadow. About six months ago, it moved into a new building around the corner on Industrial Drive that is more than double the size of its old location.

McGill is a custom fabricator of hoses and tubes for a wide variety of industries, everything from fuel delivery to food and beverage to pharmaceuticals. In short, any industry that requires hoses and tubing can be served by the company. Alex McGill, vice president at McGill, said the pandemic and supply chain challenges have caused some hiccups, but at the same time brought more business from pharmaceutical companies, especially in the Northeast.

“The opportunity came about because of the level of service we offer and because we are accessible to our customers,” McGill noted. “Our willingness to work around the clock to make sure customers get what they need has won us quite a lot of business over the years.”

While the company could be located anywhere, and could have moved anywhere when expansion became necessary, McGill has chosen to remain in East Longmeadow.

“We’ve grown to love the neighborhood and our neighbors,” he said adding, “we rely on our retail business where people can come in for their supplies. It’s also a friendly location for our employees.”

Secure Energy Systems has a story that is similar in many ways. The company was located on Somers Road until 2016 when a fire destroyed the company’s building. Nearby Cartamundi provided temporary space for Secure Energy while it sought out a new location.

“We’ve grown to love the neighborhood and our neighbors, we rely on our retail business where people can come in for their supplies. It’s also a friendly location for our employees.”

“The owners of the company had purchased a property in Enfield, but it just didn’t feel right to them,” said Erin Bissonnette, senior energy sales representative for Secure Energy. “They wanted to stay in East Longmeadow because they felt this was their home and they didn’t want to leave.”

So, in 2018 Secure Energy found the right space a few doors down from the manufacturer Cartamundi on Shaker Road and bought the building that formerly housed the laser company Biolitec.

These stories are among many others that relate how East Longmeadow has become an increasingly popular home for families and businesses alike. As for the ‘why’ this is happening — there are many reasons for that, including quality of life, a still-favorable commercial tax rate, available land and property, and, overall, a pro-business approach that is prompting new businesses to settle there, existing businesses to stay, and entrepreneurs to find space there to get started, as we’ll see.

And while businesses owners are choosing to invest in the community, East Longmeadow is making investments in itself.

The East Longmeadow Town Council recently passed the Fiscal 2023 budget, which includes funding for 19 capital projects in town. One prominent project involves a major redevelopment of Heritage Park. According to Town Manager Mary McNally, the initial design and permitting phase of the redevelopment will come from Community Preservation monies. Funding from the American Rescue Plan Act (ARPA) will cover the other 18 projects.

“They range from investing in the town’s IT needs to police cruisers, a fire engine and DPW trucks,” McNally said. “There are enough projects to stimulate lots of economic activity in town, providing we can get the contractors and the materials to get it all done.” 

For this, the latest installment of its Community Spotlight series, BusinessWest takes an in-depth look at how all these many kinds of investments are paying off for East Longmeadow.

 

Right Place, Right Time

After a renovation that Bissonnette described as “down to the steel beams” Secure Energy, which specializes in the procurement of natural gas and electricity for its commercial and industrial clients, now has a modern, airy office with amenities for employees such as a kitchen, large gym, and an outdoor gathering space. And there is plenty of room for growth.

“We negotiate with the same suppliers the utilities use and lock in the price and a term for the energy commodity, whether it’s for 6 months or 60 months,” Bissonnette said.

“These are women who have had certain passions and interests and now they are trying them out. They are exploring their ideas to see where it will all lead. It’s exciting to see.”

As a result, a business can know what their energy will cost for the length of the term, a service more valuable these days than ever before.

“Some clients will forget they extended their term beyond 2022 and will call us in a panic,” Bissonnette said. “Then we reassure them that our energy advisors grabbed the lowest prices months ago and locked in that rate. As a result, customers who were concerned are now very happy.” 

Secure Energy is part of a growing, very diverse business community in East Longmeadow, one that takes full advantage of many amenities, including a favorable location near population centers and the border with Connecticut, as well as land on which to build and grow.

McGill Hose and Coupling is another example.

Erin Bissonnette

Erin Bissonnette says Secure Energy wanted to stay in East Longmeadow, because it “felt like home.”

As McGill employees settle into its new location, Alex McGill said the company’s next goal involves growing the business and the team working in East Longmeadow.

“We’re putting more of an emphasis on our employees,” McGill said. “We’re building a team atmosphere that has become a real catalyst for our recent growth.”

Using the strategy “if you treat your employees right, they will treat your customers right” is already paying off.

“We are poised for a nice shot of growth,” McGill continued. “We are paying attention to the future and investing in our employee culture serves as the guiding light for our growth.”

The same sentiments apply to the town and many of the investments it is making.

Indeed, as part of the budget, the town council also approved hiring for 13 positions in various town departments. McNally said Town Hall is scheduled to get 5 full time and one part time position out of the total.

“The staff at Town Hall work very hard to get things done,” McNally said. “Life would be easier if we had more staff, so I’m very pleased the council saw fit to fund these positions.” The extra staff presents a challenge of finding room where the new hires can work. The town is currently trying to find a balance between locating a department or two to another building without spreading municipal offices all over the town.

Meanwhwhile, a new high school represents a longer-term investment that is moving through town and state approval processes. The town will host three visioning sessions to show residents what a new school could look like and to solicit ideas from the public on what they would like to see for a new high school.

“These will be hybrid meetings so the public can take part in person or virtually,” McNally said. “I hope we get a good turnout and that people will participate.”

One of those 18 ARPA projects includes roof repairs to the current high school.

“This is a fix that can’t wait for the years-long process of building a new school,” said McNally.

Another investment trend in East Longmeadow involves people investing in themselves.

Grace Barone, executive director of the East of the River Five Town Chamber of Commerce, said recent networking events she has held are attracting many young entrepreneurs. Barone said new pop-up shops are beginning to appear and most of them are women-owned businesses.

Grace Barone

Grace Barone

“These are women who have had certain passions and interests and now they are trying them out,” said Barone. “They are exploring their ideas to see where it will all lead. It’s exciting to see.”

One of those entrepreneurs recently leased space in the Reminder Building, where the Chamber office is also located. Chris Buendo, owner of the building, said he has welcomed startups to the Reminder Building and now has an eclectic mix of tenants. In fact, he allows tenants to provide a 60-day notice to break their lease instead of holding them to a typical one year or longer term.

“The shorter notice takes a little pressure off a start-up company,” said Buendo. “Rather than signing a long-term lease that they may later regret, I have faith that what they are doing is going to work so I want to relieve some of that pressure so they can succeed.”

The height of the pandemic was a scary time for commercial real estate, and Buendo said he lost many tenants who abandoned their office space to work from home. As the world slowly emerges from COVID concerns, he said business has come back.

“The good news is I’m getting calls again,” Buendo said. “Working from home is nice but it’s not a perfect scenario, so people are calling me to say it’s time to return to the office.” And return they have, as Buendo noted he has only one available space in the Reminder building.

Chris Buendo

Chris Buendo says growing interest in office space in the town is a sign of progress.

At the town level, in addition to the new jobs approved by the council, several key positions have turned over because of retirements and career changes. McNally explained that over the last year the town has brought on a new planning director and a new library director. McNally herself plans to retire when her contract ends on June 30.

At press time the town had chosen a new town manager and was in the process of negotiating the final contract before announcing the new person.

 

The Bottom Line

As for McNally, her next move is well planned.

“I’ll be on the golf course, at the ocean, or with my family, not necessarily in that order,” McNally said. “I’m a lawyer by training so I could re-new my license if I get bored, but for now I’m ready to call it a day.”

As she prepares for retirement, McNally is pleased that thanks to investments from the private sector and the town, East Longmeadow is in solid financial shape going forward and in a position to continue the remarkable pattern of growth it has seen in recent years. u

Features

A Changing Dynamic

By Amy Roberts

It is no secret that the workplace has changed significantly over the past several years, requiring employers to adjust their operating principles to keep pace with what employees need and want. While many have labeled this time as the Great Resignation, this movement might better be explained by the term…the Great Re-evaluation!

For whatever the reason, and there have been plenty in these last few years, people are re-looking at how they work, what they do for work, and the impact their work has on the world around them. Employees expect that their job brings purpose to their lives and expect an employer to help them meet this need. If they review their current job and don’t find the connection with their own purpose, they are leaving for a role in an organization that they feel can provide them with this crucial requirement.

Amy Roberts

Amy Roberts

When attracting candidates and holding on to talent, Employers are being challenged to improve their impact on just about everything. The people they employ, the people they serve and the value they bring to the greater good. This challenge has led many employers to look at their impact on the world and revamp their entire value system in order to compete.

Attractive benefit programs and competitive pay will only get an organization so far in an evolution of their value. Organizations have to consider more broadly their impact on the lives of people. All the people! Not just the people who buy their products or services or their shareholders or the people that work for them. This means caring about the communities in which they are a part and also caring about the world beyond their headquarters, subsidiaries, and offices.

While there are many ways to create an employer value proposition that helps an organization stand out and compete for talent, perhaps the most impactful is to establish a corporate purpose that considers the company’s role and contribution to society. In the development and communication of this purpose an organization can articulate their value to an employee and in turn attract people who see value in being a part of the work being done by the organization.

Once established it is critical to provide employees with meaningful ways to reflect on the company’s efforts and their impact as well as ways to participate in these efforts. In other words, employees want to be a part of a company that strives to make the world a better place and they want to do the work that helps to make it so.

Another aspect for employers to consider is how work gets done within the organization and the systems and structure around work. While more a practical component of an employer value proposition than a corporate purpose, this area of work has become increasingly scrutinized by the workforce. People want to be challenged in their work, excited by the mission of an organization, and contribute to the outcomes of the organization in a way that makes sense for them.

In order to do this, an employer has to consider the person doing the work as an important aspect of how the work will be done. This represents a huge paradigm shift in workforce planning and it requires an organization to examine its policies and procedures of work to determine how to go about this in a consistent and sustainable way.

We all know it would be impossible for an organization to design its work structure to handle all of the elements of a person, so one approach an employer can take is to set some basic tenets of how work gets done, usually in the form of establishing goals and outcomes required of each role in the organization and then be flexible enough to meet people where they are when it comes to how that work gets done. This can look different depending on the organization type and can vary even within an organization depending on the position. Flexibility in the workplace isn’t new, but the fact that it is a requirement for many people in the workplace has caused many organizations to rethink work hours, days of work, and the location of work.

In different times companies were doing great things to provide an inviting and calm workspace with nice desks, décor that complimented the values of the organization and convenience amenities like a café, gym or dry cleaner. Now an employer is seriously considering four-day work weeks, 35-hour schedules, remote work, hybrid work, work from anywhere, and unlimited time off, just to name a few.

The stakes are higher than ever to implement programs that provide an organization with the desired outcomes to be successful in a way that allows employees to live a meaningful and well-balanced life. u

 

Amy Roberts is executive vice president and chief human resources officer at PeoplesBank.

Construction

Increase Pushes Level of Planning Above Most Recent Cyclical High

A measure of nonresidential building projects, the Dodge Momentum Index provides an analysis of the construction industry. Analysists delivered some bright news recently with the announcement that the Dodge Momentum Index increased 7% in May.

The index measures data about nonresidential building projects planned, to track spending in the sector. For May, the institutional component of the Momentum Index rose 9%, and the commercial component increased 6%.

May’s reading came in at 176.2, up from April’s 165.2.

According to Dodge Data & Analytics, May’s increase in the Dodge Momentum Index pushed the level of planning above the most recent cyclical high in November 2021.

During the month of May, commercial planning was led higher by an increase in office and hotel projects. Institutional planning saw a boost in education and healthcare projects entering planning. On a year-over-year basis, the Momentum Index was 17% higher than in May 2021. The commercial component was 24% higher, and the institutional component was 8% higher than one year ago.

A total of 19 projects with a value of $100 million or more entered planning in May.

The leading commercial projects were:

• $333 million Bitcoin Mining Facility (a large computing building) in Corsicana, Texas

• $300 million Gun Lake Hotel and Resort in Wayland, Mich.

The leading institutional projects were:

• $250 million Drexel University life sciences building in Philadelphia

• $160 million Colorado Research Exchange life sciences campus in Broomfield, Colo.

Despite higher interest rates and fear of recession, nonresidential building projects continue to steadily enter the planning cycle, according to Dodge. While higher prices and labor shortages may result in projects reaching groundbreaking later in 2022 or early 2023, they provide hope that the construction sector will be able to withstand a potential economic slowdown fed by higher interest rates.

Accounting and Tax Planning

And Why Does it Matter to My Business?

By Colleen Berndt, CPA

 

State tax nexus refers to the amount and type of business activity that must be present before the business is subject to the state’s taxing authority. Every state has its own set of tax laws and required filings. In recent years, the whole concept of state nexus for sales tax and income tax has dramatically changed.

Traditionally, state tax was based on more of a physical presence test. Thus, if your business did not employ people and property in a particular state, then most often the business would not be required to register or file in that state.

As with many laws, it takes time for states to address issues and make changes for how business is transacted in the modern world. How we conduct business is changing at a faster and faster pace. The COVID-19 pandemic generated unprecedented e-commerce growth in various economies across the globe and is anticipated to continue to grow at a rapid pace.

Colleen Berndt

Colleen Berndt

“While the Wayfair decision did not directly impact income-tax nexus, the removal of a physical presence requirement for sales-tax nexus has definitely encouraged more states to enact a sales threshold as an indicator for income-tax nexus.”

The pandemic also resulted in millions of people across the world to become remote workers, creating another major shift in how modern-day business is conducted. Remote working has become the ‘new normal,’ almost overnight.

 

The Wayfair case – a major shift in state taxation

On June 21, 2018, the United States Supreme Court ruled in South Dakota v. Wayfair Inc., et al, that states can require an out-of-state seller to collect and remit sales tax on sales to in-state consumers even if the seller has no physical presence in the consumer’s state. 

In doing so, the court overruled 50 years of its own precedent. The decision allows states to define a sales threshold (either by dollar amount or the number of transactions) that will trigger a sales tax collection requirement.  

Since the Wayfair case, Massachusetts enacted legislation to change the state’s economic thresholds to $100,000 in sales with no transaction threshold. Most states now employ a dollar and/or a number of transactions threshold for sales tax collection and remittance. The frequency in which the tax must be remitted also varies greatly from state to state.

While the Wayfair decision did not directly impact income-tax nexus, the removal of a physical presence requirement for sales-tax nexus has definitely encouraged more states to enact a sales threshold as an indicator for income-tax nexus.

The increase in states employing an economic nexus standard, combined with the change in how business is transacted, has opened the door for a migration toward market-based sourcing. Market-based sourcing is the idea of taxes being imposed on where the service is consumed, rather than the location where the service was performed.

Under Massachusetts law, “doing business” includes every act, power, right, privilege, and immunity exercised or enjoyed in the Commonwealth, as an incident or by virtue of the powers and privileges acquired by the nature of such organizations, as well as, the buying, selling or procuring of services or property. In addition, Massachusetts will presume that a business’s corporation’s virtual and economic contacts subject the corporation to the tax if the volume of the corporation’s Massachusetts sales for the taxable year exceeds five hundred thousand dollars. Again, each state has its own unique set of rules to determine nexus.

 

Remote employees’ impact on nexus

Generally speaking, a remote employee will create nexus for the employer for tax purposes. Many states provided relief for pandemic-related circumstances, but most of those provisions have since expired. Nexus created by remote-working employees can create significant tax liabilities in new jurisdictions, especially for income tax purposes where the company has significant receipts from the state and the state apportions using a single sales factor formula, as many do. Massachusetts still utilizes a three-factor formula (sales, payroll and property) for most businesses. Most states have transitioned to sales as a single factor to determine apportionment.

 

The impact on recordkeeping

In order to ensure state tax compliance, businesses must keep records that perhaps were not required in the past. Thankfully, most businesses have a computerized accounting system, however, it may require more detailed information then previously needed to determine filing requirements.

For instance, the number of transactions by state may not have been a standard reporting item in the past. Another consideration is that the invoicing state may not necessarily be the state where the product is being consumed. If that is true, then the shipping records must become integrated into the accounting records to provide accurate sales-by-state reports. Given the digital footprint left by any type of transaction, states are aggressively pursuing businesses looking for some type of economic presence requiring the business to register and pay various tax types.

Also, employers must keep track of employees who work remotely by state. This can be especially challenging for hybrid employees who may reside in a different state than which the employer is located. The record-keeping requirements and then complying with all state filings (employment, sales, income, gross receipts, and franchise taxes) can be complex, costly, and overwhelming for small businesses.

Not only can it be very complicated and costly to ensure that a business is complying with all state filing requirements, the rules are complex and subjective in nature. This is why it is always best to consult with your tax advisor.

 

Colleen Berndt, CPA is tax manager with Lapier, Dillon & Associates PC; (413) 732-0200.

Accounting and Tax Planning

It’s Always Important to Know the Rules of the Road

By Garrett Kelly, CPA

 

Garrett Kelly

Garrett Kelly

‘Can I deduct vehicle expenses on my tax return?’

This is one of the most frequent and open-ended questions a CPA will get. As a CPA, if you have been in the game for any period of time, you probably know that the answer is: “it depends.”

Here are some other commonly asked questions questions and scenarios regarding automobile deductions — and some answers.

 

‘I have a personal vehicle that I use in my business. Can I take an automobile deduction?’

Yes, if the vehicle is used in the business for business purposes, you are allowed a vehicle deduction. How you take the deduction, and receive the tax benefit, depends.

This is where a CPA can really add value. Maybe it should be a 100% write-off of the cost of the vehicle in the first year. However, many times the tax deduction comes in the form of a lease agreement, auto reimbursement from the company, or business mileage deduction.

 

“I bought a vehicle in my business that is used 100% for business purposes. How much can I deduct and/or depreciate?”

Weight and use of the vehicle matters. You can deduct the full cost of the vehicle. However, it is either 100% deductible in the first year, or it is deducted over multiple years. The answer depends on the weight and use of the vehicle.

An SUV or truck whose gross vehicle weight (GVW) is more than 6,000 pounds, or a special-use vehicle, can be 100% deducted in the year it is placed in service in the business. This is achieved through 100% bonus depreciation. A car, whose GVW is less than 6,000 pounds, is usually limited on how much can be deducted in the first year, resulting in the vehicle being depreciated/expensed over multiple years.

If your business owns a fleet, five or more vehicles that are used 100% in the business, you are able to fully deduct the purchased vehicle without consideration of the vehicle’s weight. This can be done through Sec. 179 expensing or 100% bonus depreciation.

This is just the tip of the iceberg, but it highlights the differences based on weight and use.

 

‘Should I deduct actual vehicle expenses or mileage?’

We typically lead with this follow up question: “is the vehicle expensive and/or do you drive a ton of business miles each year?” That’s not a very technical response but it gets the conversation started.

For example, in 2021 Mike purchases a $65,000 vehicle weighing more than 6,000 pounds that is used 100% for business purposes. Mike drove 30,000 business miles out of 30,000 total miles in 2021 and expects similar mileage in future years. He expects around $3,000 of vehicle expenses each year. He plans to utilize this vehicle in the business for another five years. We would recommend using actual-expense method in this situation.

A $65,000 deduction in the first year is about four times what the business mileage deduction would be in 2021 (see example below). It would take at least four years for Mike to achieve the same amount in tax write-offs. Not to mention the annual maintenance costs that are deductible each year under the actual expense method.

However, if this vehicle only cost $25,000, we would recommend deducting mileage. Yes, the actual method may achieve an additional $7,450 deduction in year one, but then Mike is limited to just deducting actual expenses in future years (around $3,000 a year). Mike is looking at around a $17,550 mileage deduction every year for the next 5 years, a total of $87,750 in write-offs, compared to a total $37,000 in write-offs with the actual expense method.

Now, all that being said, the IRS requires you to choose a vehicle-deduction method in the first year the vehicle is placed in service. If you choose to deduct actual expenses in the first year, you are stuck with this method for the life of that vehicle. If you choose mileage deduction the first year, you are able to switch to actual expense in later years.

 

‘What is the 2022 business mileage rate deduction?’

58.5 cents per business mile; 18 cents per mile for personal medical, military, and moving expenses; and 14 cents per mile for charitable driving.

 

‘I would like to start tracking and deducting my business mileage. What do you recommend?’

A logbook you keep in your vehicle is a classic method. If you have a smart phone, we recommend the app, TripLog. If you use QBO, then you have access to a free mileage tracker that you can access through your smartphone (see links below for details).

https://quickbooks.intuit.com/accounting/mileage/#mileage-app

TripLog: Automatic Mileage Tracker App

 

The IRS requires certain information when tracking mileage. Be sure you are recording the following:

• Beginning and ending destination;

• Business purpose of trip;

• Miles driven;

• Dates of trip;

• Odometer reading at the beginning and end of each tax year.

 

Hopefully this provides some insight into some of the more common questions on this often-confusing matter. Reach out to your tax advisor for more detailed information or individualized tax planning. Vehicle deductions are some of the largest tax deductions a business owner gets, and you want to be sure you are maximizing this tax write-off.

 

Garrett Kelly, CPA, Tax Manager, specializes in tax planning and compliance for residential and commercial real estate, pass-through entities, and family groups.