Home Archive by category Sections (Page 31)

Sections

Communities Ponder How Best to Spend and Invest Infusions of Federal Money

By
Commercial Real Estate Special Coverage

A Time to Think Big

 

With more than $3 billion being directed to area cities and towns through the American Rescue Plan Act, there is no end to speculation about these funds should be put to use. While infrastructure projects and other municipal needs certainly need to be addressed, area economic leaders and developers are urging communities to think big and make investments that will spur additional private-sector development and allow these cities and towns to take full advantage of the changing times and the opportunities they present.

‘Unprecedented.’ ‘Once in a lifetime.’ ‘Once in a generation.’ ‘Transformative.’ ‘Totally unique.’

These are just some of the words and phrases people are using to describe the federal money now flowing into the state and its individual cities and towns from the American Rescue Plan Act (ARPA) to help them, their residents, and their businesses recover from the hard sting of COVID-19. Area communities are in line for windfalls ranging from hundreds of thousands of dollars for the smallest of towns in Franklin and Hampshire Counties to more than $130 million for Springfield. And the state itself is receiving more than $5 billion.

By and large, there are few strings attached to this money, so the $64,000 question (or the ‘fill in an amount’ question, as the case may be with individual communities) concerns how this windfall will be spent.

Keith Nesbitt

Keith Nesbitt

“There are very safe investments that can be made, and everyone would benefit. But there are game-changing investments that can be made, and I hope that they are.”

The debate is continuing on Beacon Hill and all across the region as mayors, city and town councilors, selectmen, and town administrators mull myriad options for spending these funds — and how other federal money, such as that included in the infrastructure bill recently passed into law, might be put to use.

Much of the talk on the local level concerns infrastructure — roads, bridges, sewer and water lines — as well as new roofs, HVAC systems, and more for municipal buildings, new parking garages, parks, etc., etc., etc.

And while these options have merit, those who spoke with BusinessWest on the broad subject of how this spending spree, especially the ARPA money, should be conducted said that, from an economic-development standpoint, area cities and towns — and the state itself — would do well to think bigger, and more long-term, with an eye toward using this money in ways that justify that word ‘transformative,’ and also spark private-sector development in housing (especially market-rate housing), new businesses, and more.

“These can’t be ‘bridge-to-nowhere’ kinds of investment — they have to be meaningful investments that all of us can benefit from,” said Jeff Daley, president and CEO of Westmass Development Corp., who also warned against a rush to commission studies that would likely yield reports that sit on shelves for years.

Keith Nesbitt, Berkshire Bank’s senior vice president for Business Banking for the Pioneer Valley and Connecticut, agreed.

“There are investments that are needed, and I think they come in a variety of forms,” he said. “I don’t know how we’re going to attract significant private investment without that pump priming that government resources are going to provide. I think this is a once-in-a-generation opportunity, and I really hope that local leaders are bold enough to dream big when it comes to how we use these funds.

“There are very safe investments that can be made, and everyone would benefit,” he went on. “But there are game-changing investments that can be made, and I hope that they are.”

What falls in that category? Nesbitt, who is also hiring manager for the bank and understands the workforce issues facing area businesses and the lack of qualified talent across the board, cited a community in Minnesota that is earmarking some of its federal money to ensure that all high-school graduates can attend community college.

Joy Martin

Joy Martin

“You do have a unique opportunity that you didn’t before because you have money to offer people to come in and develop in your area.”

“They recognized that need to prepare our young people for the jobs of the future,” he said. “The investment in free, two-year community college is what they’ve decided to do, and I’d love to see something that like here.”

Meanwhile, Joy Martin, director of Asset Management with Davenport Companies, which has worked on MGM Springfield, recently converted the former Willys-Overland property on Chestnut Street into market-rate apartments and is redeveloping the former Registry of Motor Vehicles building on Liberty Street, said Springfield and other communities need to think about investing the federal money in ways that would make it easier to undertake such projects.

“You do have a unique opportunity that you didn’t before because you have money to offer people to come in and develop in your area,” she said, adding that many projects need help from state and local government to make the numbers work for developers.

Rick Sullivan, president and CEO of the Western Massachusetts Economic Development Council, who can speak to this subject from various perspectives (he’s the former mayor of Springfield and a current city councilor), concurred, and also stressed the need to invest the money and not just spend it.

“I do think it’s a chance to look at the bigger picture and look down the road,” he told BusinessWest. “And not just fill a gap that might exist today, or not just make some repair that might be necessary, but really further your economy or the quality of life in your community you’re living in.”

 

Money Talks

While certainly advocating for longer-term thinking when it comes to how the ARPA money should be apportioned, Sullivan and others noted there are some immediate concerns that may also have some ramifications down the road.

That’s especially true when it comes to existing businesses and especially the smaller ventures across many sectors that are still struggling from the effects of not only COVID but some of the side effects from treating it as well.

“With the pandemic, the small, mom-and-pop, downtown, core-district businesses are still hurting,” he told BusinessWest. “They have supply-chain issues, they have employment issues … so I think some of these monies should go to the small, the really small businesses that make up the fabric, the fiber of your downtowns and your communities.

“And it can’t be loans because loans come with interest,” he went on. “It has to be either grants or no-interest loans that have a forgiveness provision — it goes away after a short period of time, be it two years or three years or five years; if you stay open and you’re moving forward, the obligation to pay goes away. Some of this money needs to go to your smallest businesses.”

Rick Sullivan

Rick Sullivan

“With the pandemic, the small, mom-and-pop, downtown, core-district businesses are still hurting. They have supply-chain issues, they have employment issues … so I think some of these monies should go to the small, the really small businesses that make up the fabric, the fiber of your downtowns and your communities.”

That said, Sullivan and others stressed repeatedly the need to think big when it comes to ARPA, meaning a focus on investments that will pay off the long term, with benefits for generations of residents of a given city or town. That could mean investments in everything from education and training initiatives to faster and more reliable internet, to initiatives that will unlock the development potential of unused and underutilized properties.

Seth Stratton, a business lawyer and managing partner of East Longmeadow-based Fitzgerald Attorneys at Law, said the focus should be on economic-development-related investments, a broad term to be sure.

“The programs and initiatives that should be funded with these resources should be intentional, impactful, and innovative — all with an eye toward a continuing spark; it has to be transformative,” he said, putting support for new housing projects high on his list of priorities. “We want to see economic development and a rising tide that lifts all boats. If we just do one-off projects here and there, that can be helpful, but it won’t have this comprehensive effect of economic development in what many of us see as somewhat of a new economy.

“What do restaurant, food and beverage, and entertainment venues look like going forward?” he continued. “We ought to be thinking about what they look like moving forward and how to embrace that and use funds in a smart way that would have exponential impact, rather than talking about one-off items.”

Daley agreed, and mentioned, as one example, Ludlow Mills, the sprawling former jute-making complex along the Chicopee River that Westmass now owns. He said investments made there by the state and perhaps the town of Ludlow could bring property in line for development and create jobs for several generations of area residents.

“We have several under-underutilized and undevelopable properties, and I think this one-time type of money coming in could help put us over the top to redevelop Ludlow Mills and other projects,” he said, adding that he hopes the ARPA money and funds in other federal programs, such as the infrastructure bill that was recently signed into law, trickle down to Western Mass. and help it attract the attention of the development community, which has often found it difficult to take on projects here for a number of reasons, including the market lease rates and the costs of renovating old mills and other properties.

“With a small investment — small relative to the numbers they’re talking about Congress and feds giving the state — we could recapitalize those dollars and give a return on investment that would be a million times what they would give us,” Daley said. “We have very, very large properties in Ludlow, specifically, that, without an infusion of cash, it’s going to hard to redevelop. With a small infusion of cash, several million dollars, we can generate a return on investment of $300 million or $400 million, realistically, within five to 10 years — and create a lot of jobs and tax dollars; there are three or four projects we could do that would change the face of Ludlow.”

Jeff Daley

Jeff Daley

“We have several under-underutilized and undevelopable properties, and I think this one-time type of money coming in could help put us over the top to redevelop Ludlow Mills and other projects.”

Martin concurred, noting that this infusion of federal money comes at an intriguing time, as many forces are coming together to make Western Mass. a more attractive option for individuals and businesses alike. These include the much higher cost of living in other areas such as Boston and New York and the opportunity to now work in those areas but live in a lower-cost region like the 413.

“Western Mass. is getting more attractive to investors and to people in general. Overland Lofts is 97% leased, and it has been 97% leased for some time,” she told BusinessWest. “We thought we were going to have a problem leasing these apartments, and we have not, and what surprised us is that we’ve attracted a lot of residents from the Worcester and Boston areas, because this location is near things that are about to happen — it’s not far from the casino, it’s near the train station … it checks a lot of boxes for urban living at a much lower cost than living in Boston or Worcester.”

Elaborating, she said one of the units is being leased by an executive with a Boston-based firm who is now able to work remotely, and chose to do so in downtown Springfield.

With these trends, or developments, in mind, those we spoke with said area cities and towns need to be thinking about ways to utilize the ARPA funds to take full advantage of the opportunities currently presenting themselves.

 

Impact Statement

Returning to that town in Minnesota using ARPA money to send young people to community college, Nesbitt said this is the kind of long-term, high-impact investing that state and area leaders should be thinking about as they consider options for allocating funds in the broad realm of economic development.

“These kinds of human-capital investments need to be prioritized,” he said, adding that the workforce crisis now impacting every sector of the economy must be considered a long-term problem and not one that will correct itself in a quarter or two or with the end of additional unemployment benefits.

Seth Stratton

Seth Stratton

“We have to have more market-rate housing in the region and be creative about it, and that’s where we talk about downtown developments. We can leverage Western Mass. and our lower cost of living by investing in market-rate housing, and such investments will help our businesses, because they are struggling to find and keep employees, and if we have robust market-rate housing, that will certainly help.”

Stratton agreed, noting that expanding vocational-education programs to assist the trades and the region’s large manufacturing sector should also be a priority. Meanwhile, he noted that other forces are converging that might bring more people into the local workforce, such as the ability to work remotely. He said there are more individuals like that executive now living in Overland Lofts, and, moving forward, they will need places to live.

“We have to have more market-rate housing in the region and be creative about it, and that’s where we talk about downtown developments,” he said. “We can leverage Western Mass. and our lower cost of living by investing in market-rate housing, and such investments will help our businesses, because they are struggling to find and keep employees, and if we have robust market-rate housing, that will certainly help.”

Meanwhile, with these changes in how and where people work, communities like Springfield have to think about the large amounts of office space currently unleased and the potential for those numbers to climb, he went on, adding that some thought should go into repurposing some of this space into flexible workplaces.

Getting projects like these off the ground is often difficult because it’s not easy to make redevelopment projects like the Overland initiative “pencil out,” as developers say, meaning make the numbers work. Often, historical tax credits or other forms of funding are needed to bridge gaps, said Martin, adding that the state and individual communities should look at using the federal funds flowing to them to make such projects more feasible and doable.

“We thought we were going to have a problem leasing these apartments, and we have not, and what surprised us is that we’ve attracted a lot of residents from the Worcester and Boston areas, because this location is near things that are about to happen — it’s not far from the casino, it’s near the train station … it checks a lot of boxes for urban living at a much lower cost than living in Boston or Worcester.”

“We run into a gap between the cost to build something and the actual asking price for something,” she said, citing the Overland project as an example. “We got 60 apartments out of it and rents that fit the area, but none of that would have happened without historical funds and state housing funds. So if the city had something that could bridge some of the financial gap between new-build and the current economic conditions in Springfield, that will help to bring developers here.

“It’s hard to justify an $18 million project with $2-per-square-foot rent,” she went on. “But if there’s some way to help bridge that gap, I think you’d see more developers willing to come in and give you a good product.”

Daley agreed, noting that the developers of the so-called Clocktower Building at Ludlow Mills, another housing project, have had to wait the better part of six years for the historical tax credits needed to move that initiative off the drawing board.

“We have another mill that’s 600,000 square feet; if we were to start today and try to get those kinds of tax credits, it would be 12 to 15 years before they were all distributed,” he said. “If the state wanted to have an impact on development of those kinds of projects, it should make more money available for good projects that are shovel-ready.”

Martin said the gap in funding facing those looking to develop existing but older and challenged buildings is one of the key factors impeding redevelopment of the buildings across Main Street from MGM Springfield.

“It’s not that people don’t want to be there,” she said. “It costs a lot to redevelop these buildings, and then to charge a rent that fits the community … it doesn’t pencil out without some kind of help,” she said. “Using these funds in a smart way like that would help bring back the Main Streets in Western Mass.”

Sullivan agreed, and said such investments are part of that process of looking beyond today and to tomorrow, and what communities want and need to look like in a rapidly changing landscape.

“I do think this is an opportunity for communities to look at the bigger picture regarding where they want their communities to be 10 years down the road, what they want their downtowns to look like, and what sectors — be it a restaurant district or an entertainment sector, travel and tourism, for example — they want to attract,” he said. “It’s about determining what you want your future to look like, and investing in it.”

 

Paying It Forward

Summing things up, Sullivan said these are what he hopes are once-in-a-lifetime windfalls that have come to area cities and towns.

“Hopefully, we won’t ever have to go through this again,” he noted, adding quickly that this unique moment in time represents an opportunity to pause, think about the future, and make some investments in it.

Fixing a bridge or putting a new roof on the fire station might be a suitable use for some of the money, he went on, but overall, cities and towns have to think bigger. Much bigger.

 

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

Ludlow Weighs Options for Rescue Plan Funds

By Contributor
William Rosenblum
Community Spotlight

Community Spotlight

By Mark Morris

William Rosenblum

William Rosenblum says Ludlow needs to use available funds to benefit the most people and invest in the future, not just immediate needs.

This fall, two long-anticipated projects in Ludlow opened to the public, and officials say there’s more to come.

In September, the Harris Brook Elementary School on Fuller Street opened for full classes for students in grades 2-5. And in early November, the new Ludlow Senior Center officially opened on State Street. Board of Selectmen Chairman William Rosenblum said that, while Ludlow is already a desirable community, the new school and senior center make it even more so.

“We’ve addressed the bookends of our lives by investing in our children and our seniors,” Rosenblum told BusinessWest, adding that next up for this community is determining the best ways to spend $6.3 million in funds from the American Rescue Plan Act (ARPA). Rosenblum said the Board of Selectmen is asking for input from town department heads and Ludlow citizens on how to spend the funds in a way that will benefit the most people in the community and act as investments for the future.

“It’s like the quote from Star Trek — ‘the needs of the many outweigh the needs of the few,’” he said, citing a line credited to Mr. Spock.

Rosenblum added that using the funds to make improvements and updates to existing facilities will take priority over embarking on new projects.

“For example, we’ll be upgrading the HVAC system at the safety complex,” he said. “It’s something that needs to be done, and we will most likely use ARPA funds for it.”

Ludlow Town Planner Doug Stefancik said the guidelines in spending ARPA money focus on helping public health departments and businesses that were hit hard by the pandemic. They also allow towns to address recreational areas such as community centers and parks.

“This might be an opportunity to upgrade some of the existing facilities in our parks,” he added.

“The mill developments are such a game changer for the town. It’s also where a lot of our major economic development will be going forward.”

Another type of project allowed by ARPA involves investments in broadband. Rosenblum said he’d like the town to explore a fiber-optic installation in Ludlow, an idea that was inspired by his work-from-home experience. During the pandemic, while he stayed connected to work through the internet, his two children also attended school online, which severely taxed his home internet capabilities.

“I learned the 19 IP addresses that were in my house, so I could shut down different devices in order to get better internet reception,” he said.

Rosenblum acknowledges that, while fiber optics certainly fits the Star Trek criteria in benefiting many people, such a move requires considerable research to see if it’s even remotely affordable for the town.

For this, the latest installment of its Community Spotlight series, BusinessWest looks at ARPA options and other pressing matters in Ludlow, a community that has seen considerable residential growth in recent years and is now seeing business growth as well.

 

At a Crossroads

According to Rosenblum, home sales remain brisk, largely because interest rates have stayed low. Meanwhile, over the past two years, home prices in Ludlow have increased 30%, with the average list price topping out at $376,000.

While some residents are concerned about the tax rate, he pointed out that increasing home values are what leads to higher tax bills.

“When you look at tax rates in communities across Massachusetts, Ludlow is right in the middle,” he noted.

Stefancik added that some of the larger McMansion-type homes in town bring in more than $10,000 a year in taxes.

“While that may seem high, taxpayers are getting a new school and a new senior center, which are both good things for the community,” he said. “The new school might even convince a family to move here.”

As Stefancik reviewed the many activities happening through his department with BusinessWest, one interesting trend stood out. Last year, 17 homeowners applied for special permits for home-based businesses, a high-water mark for the community.

“It’s easy to get hung up on what’s going on at the federal level, but people need to look in their own backyard. The decisions that are made in town are the ones that affect people the most.”

While it would be easy to assume the pandemic sparked this increase in home-based business permits, Stefancik said it’s a trend that actually started before COVID arrived.

“The permits range from electricians and carpenters to artists and consultants,” he noted. “Back when I started in the job, these requests might occasionally trickle in, but now it’s our most common special permit.”

This trend was certainly in evidence back in October when the Ludlow Cultural Commission held a Community Market event at Memorial Park. Grace Barone, executive director for the East of the River Chamber, an event sponsor, was impressed with the community support and the number of home-based businesses represented at the market.

Doug Stefancik

Doug Stefancik says home values have soared in Ludlow, and so has the prevalence of home-based businesses.

“I saw some wonderful business ideas, and the community market provided a great showcase for them,” Barone said. “It would not be a surprise to see some of these vendors become future storefronts in town.”

The original idea for a community market was to bring together small businesses, artists, and community organizations, according to Michelle Goncalves, chair of the Ludlow Cultural Commission. Because the pandemic’s impact hurt many small businesses, especially those in arts and culture, the event’s focus shifted to become an occasion to support these entities.

For a first-year event, Goncalves was surprised to see nearly 40 vendors reserve space. She speculated that most of the smaller vendors were home-based businesses.

“In addition to businesses that have storefronts, I would guess that many of our vendors were based at home,” she said. “For example, we had a person who makes wreaths, a photographer who uses his home for a studio, one person who sells essential oils, and another who makes charcuterie boards.”

Planning has begun to bring the community market back next fall. “We definitely want to do this again,” Goncalves said.

While the population of Ludlow has remained fairly steady over the last several years, Rosenblum noted the town is seemingly growing based on the increased activity that happens there.

“Folks in Chicopee like to say they are the crossroads of New England,” Rosenblum said. “Well, Ludlow is the crossroads of about four or five towns, too.” Indeed, from the Ludlow exit on the Mass Pike, travelers head to Granby, South Hadley, Belchertown, Palmer, Indian Orchard, Wilbraham, and other communities.

The busy Ludlow exit from the turnpike feeds into Center Street, which is part of Route 21. Even after the state completed a comprehensive upgrade of the roadway last year, traffic has never been busier.

“I think we got used to traffic during the pandemic, which was very light because people weren’t commuting to work,” Stefancik said. “Now there’s traffic all week, and it’s still busy on the weekends.”

Don’t expect traffic to lessen anytime soon because Ludlow continues to invest in its future. In 2017, town officials working with Westmass Area Development Corp. and Winn Development transformed one of the old mill buildings in the sprawling Ludlow Mills complex into Residences at Mill 10, providing 75 units of age-55-plus, mixed-income housing. In 2022, construction begins on Mill 8, the mill building with its iconic clock tower. Once complete, that project will bring an additional 95 units of senior housing to Ludlow. Town officials offered high praise both for what’s been done so far and the potential for the entire area.

“The mill developments are such a game changer for the town,” Stefancik said. “It’s also where a lot of our major economic development will be going forward.”

Rosenblum concurred, adding that “the mills are a long-term investment for Ludlow, and we enjoy a great partnership with the developers.”

Like Mill 10, Mill 8 will also offer mixed-income housing. Considering the mills, the new single-family houses being built, and the condominiums that exist and are under construction, Stefancik said, Ludlow gives potential residents many options on where to live.

“Looking forward,” he added, “we’re a community that can offer a wide range of housing and provide a great place to live and do business.”

 

 

Right Place, Right Time

As a selectman, Rosenblum enjoys his involvement in projects that make a positive impact on Ludlow, and he believes local politics is “where it’s at.”

“It’s easy to get hung up on what’s going on at the federal level, but people need to look in their own backyard,” he said. “The decisions that are made in town are the ones that affect people the most.”

Mr. Spock couldn’t have said it better.

Payton Shubrick Sets Out to Build a Family Success Story

By
The executive team at 6 Brick’s
Cannabis

Aiming High

The executive team at 6 Brick’s

The executive team at 6 Brick’s includes, from left, Taylor Shubrick, Payton Shubrick, and their parents, Dawn and Fred Shubrick.

Payton Shubrick always wanted to effect change in the world.

She never thought it would be through a product that was, for most of her life, illegal.

Specifically, when she graduated from the College of the Holy Cross in 2015 with a degree in political science — and concentrations in Africana studies and peace and conflict studies — the goal was to enroll in law school, she explained.

“Our speaker for our class talked heavily about moving mountains — ‘how do you leave this college on a hill and move mountains the rest of your life?’” she recalled. “So my idea was, I was going to have this landmark case that would change the trajectory of my career and rewrite some type of law.”

But she found herself working full-time at MassMutual instead — and missing her college days filled with extracurricular activities. “It was work, work out, and go home. There was nothing in between.”

So, with the help of her father, Fred, she secured an internship with the Springfield City Council. Meetings became more interesting after Massachusetts voters approved the legalization of adult-use cannabis in late 2016, with out-of-state operators hanging around and officials trying to hash out what the rules would be for zoning and other aspects of legalization. And Shubrick was intrigued — so much that, when the councilor she was interning for lost a re-election bid, she kept attending meetings anyway.

“I was hearing so much conversation about how these businesses were going to make millions. Honestly speaking, they made it sound so easy.”

“I was hearing so much conversation about how these businesses were going to make millions,” she recalled. “Honestly speaking, they made it sound so easy.”

But as Shubrick thought about her own potential in this new industry, she had something else in mind besides dollar signs. She’d read Michelle Alexander’s book The New Jim Crow and gained an understanding of how the failed war on drugs had impacted urban communities like Springfield. And she saw the cannabis industry as a way to engage with that community, succeed in business there, and pay it forward.

“I went to a Springfield public high school, where, if somebody dropped a dime bag, they were going to in-house suspension or being arrested in the middle of the school day because you had police officers present in the building with you. So, when you start to peel back the layers and realize this is going to be a billion-dollar industry, how can you get people in your community to benefit from that?”

The answer is 6 Brick’s, an adult-use retail cannabis shop expected to open early in 2022 on Main Street in Springfield, in the Republican complex.

“We are what most would describe as a mom-and-pop shop, which I tend to agree with since both my parents are on the executive team,” she told BusinessWest.

The Shubrick family hopes to have 6 Brick’s open by early 2022.

The Shubrick family hopes to have 6 Brick’s open by early 2022.

She thought her biggest hurdle would be getting her father on board. “Saying I wanted to be a lawyer has a certain level of prestige around it. Saying I wanted to be a legal drug dealer and own a cannabis dispensary … not so much. How do you make that business case and get Dad to switch gears?”

But not only has Fred become her biggest supporter, he’s also chief procurement officer at 6 Brick’s — a name that echoes the family name, Shubrick. Payton is CEO, while her mother, Dawn, is executive secretary, and her sister, Taylor, is head of community responsibility and quality assurance. Two younger siblings — who aren’t currently old enough to work in cannabis — round out the ‘6’ in the company name.

Once she decided to wade into this burgeoning industry, Payton knew she wanted to do it in Springfield.

“There’s this idea that, to be a star, you have to leave the area and go to Boston or New York. I heard, ‘you have so much potential; go somewhere.’ That was frustrating because I’ve always seen the potential Springfield has, and this industry, in many ways, allows me to prove people wrong; I can stay here, and I can be successful in my own right, and I don’t have to move out of the city of Springfield to do that.”

“Saying I wanted to be a lawyer has a certain level of prestige around it. Saying I wanted to be a legal drug dealer and own a cannabis dispensary … not so much.”

Furthermore, she said, “I can participate in an industry that previously caused so many people’s lives to be disrupted and negatively impacted, and I can try my hand at something I had always been interested in, which is entrepreneurship.”

It hasn’t been easy, and the journey is far from over — and the cannabis landscape in Massachusetts is still a difficult one for minority entrepreneurs, despite the state’s establishment of a social-equity program (more on that later). In a wide-ranging interview, Shubrick talked about why that’s the case, and what can be done to improve the prospects of business owners who lack the resources of large, established companies and, ultimately, create a more level playing field.

 

No Easy Road

Shubrick and her family officially launched 6 Brick’s in 2019, and the road since has been a thornier one than she had imagined.

Back in 2017, “I thought if I did my homework and put together a really strong application, I would get the license. I didn’t expect an RFP, 27 groups applying, only four being selected. That’s when your heart starts to do many palpitations — what if we don’t get picked? What happens next? I didn’t have a plan B.”

Payton Shubrick and Marcus Williams, president of the Block

Payton Shubrick and Marcus Williams, president of the Block, which seeks opportunity for minority-owned cannabis businesses, share a few words at a recent mixer.

But she did fight through to become one of the four entities chosen in Springfield’s first round of permits.

“The running joke in the industry is they never ask when are you going to open, they say where are you in the process,” Shubrick said, noting that it’s a two-pronged process. At the city level, it involves a special permit and a host-community agreement, while the state’s Cannabis Control Commission (CCC) requires a provisional license, post-provisional-license inspections, and other steps, including a certificate of occupancy (back to the city for that), which is required by the state for the final license.

Shubrick described it all as a long sequence of queues, of getting on meeting agenda after meeting agenda. “It’s a very layered process with two entities that don’t talk to each other, and you need a series of documents from each. It’s a series of waiting rooms in some capacities.”

On top of that, 6 Brick’s has had to deal with supply-chain issues during the pandemic to get its space — now 90% built out — up and running. It even had to wait for doors that were stuck in shipping containers. “There’s not a lot in your control as you think about moving through this process. So patience is key.”

All along, a Springfield-based business was the only goal, she noted, as opposed to, say, Northampton, which never capped the number of cannabis permits.

“I didn’t look to start as a business model that was going to be rinse and repeat in any city,” she explained. “I looked at it as, ‘I can be the hometown hero because, when I hire people, I’m going to hire them from the community, and I’m going to hire those who were impacted by cannabis prohibition.’ And that doesn’t just mean who did jail time — it could be their daughter, their niece, their nephew, because, let’s be honest, when someone is removed from the home and incarcerated, that whole family is impacted.”

In short, “for me, this was aligned to social-justice elements of my hometown and less aligned to me becoming a millionaire overnight.”

She found tht the road to being profitable at all begins with a lot of money up front — between $1 million and $2.5 million, typically, depending on the state of the building, its HVAC requirements, and other costs.

“I didn’t look to start as a business model that was going to be rinse and repeat in any city.”

That has been a roadblock for many applicants that have gone through the state’s social-equity program aimed at creating an entrepreneurial path for communities that were particularly hard hit by the war on drugs — most of them minority-dominated communities. Today, only 8% of cannabis companies currently open in Massachusetts are run by those who emerged from the social-equity program.

“Some go through the process but have no funding at the end of the program,” Shubrick said. “So now you’re well-versed in the process and know how to get through it, and you’re looking around, and there’s no banks giving you money. If you don’t know people with deep pockets, how do you get the right investors? I’ve seen horror stories of people who have the best of intentions and got so far in the process, but you have the wrong investor, and then it becomes a nightmare. And now you’re selling for pennies, and you’ve lost time, energy, and money.

“That’s the heartbreak people don’t talk about,” she went on. “And I wouldn’t categorize it as those people failing; I would categorize it as not having have a holistic structure in place that supports people from start to finish. It’s almost a tease in order to say, ‘hey, I’m going to show you how to make a pizza, but I’m never going to give you the ingredients so you can make your own.’ Many people simply can’t raise the money to do what they’ve gone through a program to learn how to do.”

In an editorial last week, the Boston Globe agreed, noting that the state has ignored calls to create a loan program to help equity applicants, adding that, “as if the barriers to entry weren’t high enough already, getting financing for a marijuana business is difficult because of its murky legal status.”

But the Globe cites other barriers to social-equity applicants as well, particularly the power of municipalities — which are not required to consider equity when awarding licenses — over the approval process, not to mention the head start large medical-marijuana businesses have had in the recreational license-approval process, which has paved the way for bigger medical companies to dominate the market.

“So the state has to double down on its social-equity program and prioritize licensing for minority applicants,” the Globe argues.

It’s also a hyper-competitive industry in general, Shubrick said, one where players are fiercely protecting their piece of the pie, and new retailers are often offered unfair deals to partner with growers, manufacturers, and wholesalers, and vice versa.

“It’s key to have a team of lawyers and accountants help you stay away from the sharks in the water because people are so hyper-focused on trying to extract as much money as possible, they’re not thinking through long-term impacts like ‘how can I be a decent businessperson to this other individual so maybe down the line we can do business together?’ Instead, it’s ‘how can I squeeze as much equity as possible? How can I give them terms that maybe aren’t favorable because I’ll benefit in the short term?’

“Other states around us are legalizing, so the captive audience in Massachusetts won’t be the same,” she went on, “and that doesn’t bring out the best in people when they don’t view competition as healthy and an opportunity to get better.”

 

Seeking Solutions

Proponents of true social equity in cannabis are working toward a more equitable industry, however. Earlier this month, the Block — an organization that aims to support black and Latino cannabis professionals in Massachusetts — held the last of three networking mixers at White Lion Brewery in downtown Springfield. About 80 people attended, including a CCC commissioner.

In addition to efforts around business development, resources, and connections for its members, the Block is also developing options for members to gain capital, such as minority-owned investment firms, crowdsourcing, and more traditional, institutional backing.

“Plenty was discussed. It was a really good evening overall,” Shubrick said. “Social equity here in Massachusetts is well-intentioned, but logistically, it has opportunities to become more meaningful so we see more people opening doors who have gone through the program.”

She stressed that she’s fortunate to be entering this business backed by people — her family foremost — with her best interest at heart, and she’s passionate about using her business to lift up the only city she considered for this business.

“I want to hire folks from the community who can benefit from this industry, not just because they were impacted by the war on drugs, but also because Springfield should be benefiting from these jobs.”

That passion, she noted, will be shared by ‘budtenders’ who understand the plant and can educate customers on the store’s products, many of them created by local manufacturers that are also smaller companies, many owned by women, veterans, and people of color.

“We’re being intentional about our partnerships and helping customers understand why we’re partnering with them,” she said. “So it’s more of an experience and less of a transaction.”

Certainly, opening a cannabis retail shop — and, again, it’s a long process, one that’s not over yet — has been quite the experience for the Shubrick family.

“Not everything that is faced can be changed, but nothing can be changed until it is faced,” wrote James Baldwin, a quotation Payton calls her favorite. Indeed, she’s facing the challenging realities of cannabis entrepreneurship — with a mind to change things for the better for those who come after.

 

Joseph Bednar can be reached at [email protected]

Some Considerations to Keep in Mind as the Year Draws to a Close

By Contributor
Accounting and Tax Planning

Dollars and Sense

By Jim Moran, CPA

 

With 2021 drawing to a close, it is time for business owners to start thinking about year-end tax-planning opportunities to minimize 2021 taxable income and mitigate the impact of taxes prior to the start of the new year.

Planners are once again faced with the fact that tax reform is still unclear. Congress continues to debate President Biden’s Building Back Better legislation, and revenue raisers are still thinking carefully about how to fund this legislation.

This bill contains numerous tax provisions, but with a divided Congress, it is not known which provisions will end up in the final version. A prudent strategy would be to do year-end tax planning based on the status quo but be flexible based on any last-minute year-end legislation.

Jim Moran

Jim Moran

“A prudent strategy would be to do year-end tax planning based on the status quo but be flexible based on any last-minute year-end legislation.”

Here are items to consider as you proceed, taking into consideration current tax law, including provisions of the recent CARES Acts passed as a result of the pandemic:

 

Standard Mileage Rate

The standard mileage rate, for those taxpayers who can use it, is $0.56 for 2021. The IRS mileage rate for 2022 will be released sometime next month.

 

Meals and Entertainment

The CARES Act allows a 100% deduction in 2021 and 2022 for meals purchased from a restaurant. These meals must continue to meet the “ordinary and necessary” business requirements. Entertainment, amusement, and recreation-type events continue to remain 100% non-deductible.

 

Code Section 179 Expensing and Depreciation

The Code Section 179 expense deduction is $1,050,000 for 2021 with a total investment limitation of $2,620,000. Also, 100% bonus depreciation remains in effect in 2021 and 2022. After 2022, the bonus depreciation amount decreases by 20% each year until bonus depreciation is no longer allowed (beginning in 2027).

 

Corporate Limit Increased to 25% of Taxable Income

The COVID relief bills raised the limit to 25% of taxable income through 2021 for cash contributions to eligible charities. The increased deduction does not automatically apply. C-corporations must elect the increased limit on a contribution-by-contribution basis.

 

Increased Limits for Donated Food Inventory

Businesses that contribute food inventory for the care of the “ill, needy, or infants” get an enhanced deduction in 2021. The previous deduction limit was 15% of the taxpayer’s aggregate net income or taxable income. For 2021, business taxpayers may deduct contributions of up to 25% of their aggregate net income or taxable income.

For C-corporations, the 25% limit is based on their taxable income. For other businesses, including sole proprietorships, partnerships, and S-corporations, the limit is based on their aggregate net income for the year from the businesses from which the contributions are made.

 

Paycheck Protection Program

If your business had a PPP loan forgiven during 2021, the amount forgiven should be reported as debt-forgiveness income on your income statement. As a reminder, PPP loan forgiveness income is non-taxable federally.

Principal and interest payments on loan payments made by the SBA established by the CARES Act and revised by the Economic Aid Act are not taxable for federal income-tax purposes. The SBA is authorized to automatically pay up to six months of principal and interest.

 

Net Operating Losses

Generally, net operating losses (NOL) arising in 2021 or later cannot be carried back and must be carried forward indefinitely.

Net operating losses arising in tax years 2018 through 2020 can be caried back five years and then carried forward indefinitely. The NOL carryforwards beginning in 2018 can offset only 80% of taxable income for taxable years beginning in 2021.

NOL carryforwards arising in taxable years prior to 2018 can first offset 100% of 2021 taxable income. If all pre-2018 NOLs are used in 2021 and taxable income remains, any NOL carryovers from 2018-20 can offset only 80% of any remaining taxable income.

 

Bonuses

With the current improvement in the economy, and employees being harder to find and retain, a net-income-reduction measure (in turn tax reduction), businesses should consider bonuses for employees, whether through incentives or through setting work goals. Bonuses should also be contingent on cash flows and the current net income of the company.

For bonuses paid to a controlling shareholder (an individual who owns directly or indirectly greater than 50% of the value of a corporation’s stock), the bonus is considered paid in the year the controlling shareholder reports the income. Thus, in order to deduct the controlling shareholder’s 2021 bonus, it must be paid to the shareholder prior to the end of 2021.

Bonuses subject to a contingency cannot be accrued in 2021 and paid in 2022 even if paid within two and a half months of year-end. Therefore, if employees cannot receive their deferred bonuses for performance in 2021 unless they are still employed in the year 2022 bonus payment date, the company’s liability for the bonus is subject to a contingency and cannot be deducted for tax purposes in 2021, even if paid within two and a half months of year-end.

Similarly, the IRS has held that bonuses are not fixed in the year of service when the amount of individual awards are finalized but revert back to the company if an employee left before receiving the bonus, even though the forfeited amounts could be considered insignificant.

IRS rulings provide that an employer can establish the liability under the first prong of the all-events test for bonuses payable to a group of employees even though the employer does not know the identity of any particular bonus recipient, or the amount payable to that recipient, until after the end of the tax year if the amount of bonuses payable under the program is determinable through a formula that was fixed prior to the end of the year, or through other corporate action that fixed the amount payable to the employees as a group.

Any bonus amount allocable to an employee who was not employed on the date on which bonuses were paid and was reallocated among the other eligible employees and did not revert back to the company is deductible up to the amounts paid within two and a half months of year-end.

 

Bottom Line

Having a well-thought-out tax-planning strategy for year-end is an important part of business decision-making processes. Contact your CPA to help you develop a plan specific to your goals and needs.

 

Jim Moran, CPA is an accountant in the Greenfield office of Melanson; (413) 773-5405.

Healthcare Workforce Shortage Has No Easy Solutions

By
Cover Story Health Care

Critical Condition

Workforce challenges are common to virtually every industry these days — in fact, it’s the dominant economic story of our time, affecting everything from wages to employee relations to damaged supply chains. In healthcare, the pandemic has only exacerbated workforce issues that were already present. Hospitals, nursing homes, and other providers have to keep providing their services, of course, but the stress, burnout, and soaring costs resulting from the talent crunch have many saying the current environment is simply unsustainable.

While workforce shortages in healthcare are not a new story, Spiros Hatiras said, COVID-19 certainly didn’t help the situation. Far from it.

“We had some challenges even before, but really, the pandemic has created a sort of crisis situation,” said Hatiras, president and CEO of Holyoke Medical Center and Valley Health Systems, noting that industry estimates peg current healthcare vacancies around a half-million jobs nationally. “There’s a mixture of reasons why they left, and a lot of them had to do with the pandemic.”

Essentially, he explained, many nurses and specialists have re-evaluated what they want to do for a living, while others who were close to retirement anyway decided to make that transition earlier than they might have. Others who had been part of a double-income household stayed home with the kids during the pandemic and decided they wanted to continue to do so.

“You have people who got burned out dealing with acute illness and decided to stay in the profession, but looked for a setting where they weren’t dealing with acute illness,” he went on. “Then you had some people with an existential crisis, saying ‘healthcare is not for me.’ We certainly had some of those. Put it all together, and we had a lot of folks leave the profession on the clinical side.”

Entry-level, non-licensed jobs in healthcare, like housekeeping and dietary services, have been a struggle to fill as well, Hatiras said, but nowhere near as difficult as on the clinical side.

Adam Berman also recognizes that these issues predate COVID. Well before the pandemic — for several years before, actually — Berman, president and CEO of Legacy Lifecare, would attend trade-association panels and conferences and speak with state and national colleagues, and one topic would always be at the forefront.

“It was always workforce, workforce, workforce,” he said. “This was pre-COVID, and it’s what kept providers up at night.”

However, at Legacy’s two partner companies, JGS Lifecare and Chelsea Jewish Lifecare, Berman agrees with Hatiras that the pandemic took an already-worrisome problem and worsened it.

“We had some challenges even before, but really, the pandemic has created a sort of crisis situation.”

“When COVID came, many individuals who may have been considering careers in healthcare went for it, but for others, COVID gave them pause. And some people elected to retire earlier than they were otherwise going to. For many people, there was the calculus of determining whether they’d stay at home taking care of somebody versus re-entering the workforce.

“That’s not just in healthcare; that’s in general,” Berman added. “You see it across every industry. There are fewer people overall than were previously in the workforce.”

The growing labor shortage in healthcare is starting to have serious bottom-line effects, as organizations boost wages to compete for scarce talent and swallow skyrocketing rates being demanded by travel-nurse agencies.

A recent study conducted by Premier, a national healthcare-improvement company, found that U.S. hospitals and health systems are paying $24 billion more per year for qualified clinical labor than they did pre-pandemic, and approximately two-thirds of hospitals’ current costs are from wages and salary.

Spiros Hatiras

Spiros Hatiras says hospitals like Holyoke Medical Center are feeling the bottom-line impact of soaring workforce costs.

As reported by the Massachusetts Hospital Assoc., Premier found that “overtime hours are up 52% as of September of 2021 when compared to a pre-pandemic baseline. At the same time, use of agency and temporary labor is up 132% for full-time and 131% for part-time workers. Use of contingency labor (or positions created to complete a temporary project or work function) is up nearly 126%.”

The Premier study follows a September study from Kaufman Hall projecting that hospitals nationwide will lose an estimated $54 billion in net income over the course of 2021, even taking into account the funding they received from the federal CARES Act.

Meanwhile, Moody’s Investor Services also predicted hospital margins will continue to fall. “Over the next year, we expect margins to decline given wage inflation, use of expensive nursing agencies, increased recruitment and retention efforts, and expanded benefit packages that include more behavioral-health services and offerings such as childcare. Even after the pandemic, competition for labor is likely to continue as the population ages — a key social risk — and demand for services increases.”

All of this results in what healthcare leaders are increasingly calling an unsustainable situation — one that’s necessitating a great deal of flexibility, creativity, and, yes, anxiety.

 

Heightened Competition

In the world of home care, COVID posed some very specific issues, said Mary Flahive-Dickson, chief development officer and chief medical officer at Golden Years Homecare Services and Golden Years Staffing Agency.

“We already had an ongoing issue with a shortage of healthcare providers, but with COVID, people were moving loved ones out of facilities and into their homes — getting them out of skilled nursing and assisted living, keeping them out of hospitals. But now they needed home care, and a lot of it — not just an hour here and an hour there. These were people with 24-hour needs.”

The government’s generous unemployment policies didn’t help, she added.

“When the government pays you to stay home, why the hell would you go to work? If you’re getting paid $15 or $16 an hour to potentially expose yourself to COVID by entering someone’s home, why not stay home and get paid $25 an hour to stay home? We had the same issues every other industry had: the government simply made it way too easy to stay home.”

All that became what Flahive-Dickson called a “perfect storm” of increased home-care needs when the worker pool was dramatically shrinking — a simple matter of supply and demand, really. She understands the reluctance to work last year — not just because of the unemployment benefits, but because it was unclear, especially early on, how COVID spread and how serious the risk was. But almost two years after the pandemic began, the workforce disruption still resonates.

Adam Berman

Adam Berman

“When COVID came, many individuals who may have been considering careers in healthcare went for it, but for others, COVID gave them pause. And some people elected to retire earlier than they were otherwise going to.”

This past year did bring some relief, she noted, from the end of the extra-large unemployment checks to the expedited vaccine rollout to healthcare workers in February and March. However, the tight labor market has also created a competitive situation in which nurses, certified nursing assistants (CNAs), home health aides, and others are willing to jump from job to job for a pay bump — and companies are, indeed, offering those bumps.

“If I work for company A and company B offers me a quarter more an hour, I’m going to company B,” she said in explaining the mindset. “Then, if company C offers more than company B, I’m going to company C. Competition for home-care workers and other healthcare workers is through the roof.

“The reimbursements haven’t gone up, but payouts have gone up,” she went on. “A lot of companies are just not able to do that; if you don’t have a certain volume, you’re out of business.”

Wearing her staffing-agency hat for a moment, Flahive-Dickson noted that Massachusetts is the only state in the country that puts a cap on what a staffing agency can charge a facility; in fact, it’s illegal to go over the cap.

“If you’re getting paid $15 or $16 an hour to potentially expose yourself to COVID by entering someone’s home, why not stay home and get paid $25 an hour to stay home? We had the same issues every other industry had: the government simply made it way too easy to stay home.”

“Everyone is trying to outbid each other, and these employees find themselves jumping from opportunity to opportunity simply because the opportunity is there. You can’t blame them for doing that, but it’s completely unsustainable.”

Agency nurses are causing financial problems for hospitals because of the pay they command, Hatiras said. As a result, nurses are leaving their employers, signing on with agencies as ‘travelers,’ and then often returning to the same hospitals at two or three times the pay.

“The staff is making significantly more money, and it enriches those agencies, but the hospitals and consumers are footing the bill,” he said. “That’s an additional problem for us, but we’re not alone.”

HMC offers stability of schedule, without the travel, that agencies can’t, he noted, and has been offering incentives — like bonuses for signing up and for staying on for a certain amount of time, as well as tuition reimbursement and loan forgiveness. “But we can’t match the $100 an hour agencies are paying.”

What all this means, Berman said, is that “employees have far more power to be very discriminating about their future employment. I think that’s wonderful — it does require employers to think differently than in the past. You can’t take for granted that people will show up at your door. You need to do a better job of messaging: ‘this is a good place to work; everyone is treated fairly.’”

And not just say it, but back it up, he added.

“Competitive providers are raising wages, which is one of the positive impacts. It’s tough on employers, but those employers are becoming more competitive in terms of working conditions and wages, and that should not be minimized.”

 

Priming the Pump

Hatiras said the lack of interstate licensing reciprocity doesn’t help efforts to boost nursing staff, and state-level efforts to create reciprocity have run into union resistance. But he added that any effort to put more workers in the pipeline locally would be welcome.

“I don’t know if the pandemic has discouraged people who ordinarily would want to get into nursing but are staying away from it,” he told BusinessWest.

Mary Flahive-Dickson says many people want to remain in healthcare

Mary Flahive-Dickson says many people want to remain in healthcare, but not in acute-care settings because of stress and burnout.

One step Holyoke Medical Center has taken is to reduce the volume of non-clinical work that its nurses do, like personal hygiene, handling phone calls, and procuring supplies. In that way, the workforce crunch is lessened not by hiring more nurses — which the hospital would do if it could — but giving them more time to do the clinical work they’re uniquely trained to do.

“We decided to go to a model where we add more more staff that acts in a support role — certified nursing assistants, phlebotomists, secretarial help. At times when staffing is down, those support functions will take some of those duties and responsibilities off nurses and give nurses more time to be able to do medication management, care documentation, all that.”

The goal in the past has been one CNA for each two nurses on a shift, but HMC is now shooting for a one-to-one ratio. “The feedback from nurses has been tremendous,” Hatiras said. “Given everything going on, we think this is a good solution.”

It’s a way to reduce the burnout factor, which is real and significant, Flahive-Dickson said. When it’s not chasing healthcare workers toward early retirement, she noted, it’s making others more picky about their work setting. Her staffing agency hears from some clients who want to stay away from high-stress hospital and acute-care settings, and ask instead about shifts in schools, clinics, camps, and the like.

Berman said his industry has long had to stay on message simply because the role of a nurse in a skilled-nursing facility has never been the most glamorous-sounding job. While some people have a passion and calling for it, others need to be persuaded that this is fulfilling work, he noted.

“I don’t think this is going to be a short-lived situation. It’s going to take a long time to dig out from under … you can’t refresh the pipeline immediately.”

“Everyone is looking for staff, and everyone is being bombarded with different messages recruiting people. That becomes more challenging for us.”

Some organizations have become creative in building their own talent pipeline. Faced with a shortage of CNAs in the region, Legacy Lifecare created its own school, covering the cost of training for several dozen individuals so far and hiring many of them.

Likewise, Golden Years offers a 75-hour home health aide certification course, a $1,200 to $1,500 value, for free. “We’re giving them an education and certifying them and, in return, ask them to sign on for six months,” Flahive-Dickson said. “It’s one of the ways we try to offset the incredible need that COVID posed.”

Hatiras understands that other industries are facing similar headwinds when it comes to the availability and rising cost of talent. “You’ve seen everyone struggle. Look at the restaurant industry. When I see McDonald’s advertising high pay rates and tuition reimbursement, you know how bad things are.

“I don’t think this is going to be a short-lived situation,” he added. “It’s going to take a long time to dig out from under … you can’t refresh the pipeline immediately.”

Steve Walsh, president and CEO of the Massachusetts Health & Hospital Assoc., took a similar perspective during a recent meeting of the Health Policy Commission’s advisory council.

“I get that people fully want to go back to some semblance of normal,” he said, “but our healthcare organizations don’t have that option.” u

 

Joseph Bednar can be reached at [email protected]

COVID Has Given New Definition to Corporate Stewardship

By
Features Special Coverage

A Changing Dynamic

The COVID-19 pandemic has changed the business landscape in countless ways — from where and how employees work to how people communicate. It has also prompted businesses large and small to stop, think about that phrase ‘corporate stewardship’ and what it means to them, and perhaps re-evaluate this all-important concept. We put together a panel of local business and nonprofit managers to discuss the broad topic of corporate stewardship and how COVID may have provided new definition — in every aspect of that phrase — to this issue. For businesses, the pandemic has provided an opportunity to revisit the matter of community involvement and often find new and different ways to give back.
For nonprofits, missions have been broadened, and there has some been pivoting, out of both necessity and a desire to serve in different ways. The panelists are: Paul Scully, president and CEO of Country Bank; Theresa Jasmin, chief financial officer at Big Y Foods; Amy Scribner, partnership director at East School-to-Career Inc., a nonprofit that provides internships, or work-based learning opportunities and other career-education initiatives, for students; Jack Verducci, vice president of Corporate Partnership for the Worcester Red Sox; Dexter Johnson, president and CEO of the YMCA of Greater Springfield; and Michelle D’Amore, executive director of Ronald McDonald House. Scully may have set the tone for the discission when he said, “I think the pandemic has been exhausting and aging, but it’s also been reflective, and I think it’s prompting people to be reflective about how to live your life and how to make a difference.”

BusinessWest: Let’s start by getting your take on — and your working definition of — those phrases ‘corporate stewardship’ and ‘being a good corporate citizen.’

Scully: “Country Bank has been around for 172 years, and its legacy for all those years has been the belief that healthy communities thrive. We’re all in business for our companies to do well, but from a community perspective, we need communities that are healthy — healthy economically, heathy demographically, educationally, with regard to healthcare. So giving back has always been a focus here, and in recent years we’ve taken it to a higher level, both with writing checks and having people on the street giving back and being part of the community. And it differs, depending on what the needs are. There can be very significant multi-year pledges — we just pledged $1 million for hunger awareness in June, with $500,000 for food banks in both Central and Western Mass., because if people have good nutrition, healthy communities will thrive — or having 14 people at Habitat for Humanity helping to build a house. It’s a focus that we do big and small.”

Jasmin: “Being involved in the community is part of the fabric of our company; we consider ourselves a family, we have a culture of caring, and we focus on personal connection, whether that’s with our customers, our employees, or throughout the community. And that manifests itself in many different ways, from large donations to capital campaigns to investments in time and talent. For us, though, it’s about relationships and creating strong vibrant communities; that’s what corporate stewardship means to us.”

Scribner: “For our organization, it’s not so much the money; it’s about organizations allowing these students to come in for semester and do a work-based learning opportunity, and that has long been a challenge for us. We’re trying to create a pipeline for employment, and to do that, we need businesses to assist us and open their doors to students. Often, it’s not about just writing a check, but getting involved on a deeper level.”

D’Amore: “We as a nonprofit are always seeking — and grateful to receive — financial support from the community. But we also rely on our volunteer base. Our organization was built on volunteers; it is the foundation of what we do. For us, we’re continuing our outreach and working with the community to ensure that what we receive is supporting the families who are with us — and there are many forms that this support can take.”

Verducci: “Our WooSox Foundation is a new foundation and not heavily funded, but what we do have is a platform to provide valuable and equitable experiences to the community; specifically, we tend to focus on pediatric oncology, recreation, education, and social justice. So while we love to donate the funds that we do have, we tend to be able to do the most good through corporate partners and partnerships within the community.”

BusinessWest: Has the pandemic changed the dynamic when it comes to corporate stewardship, and if so, how?

Jasmin: “What changed was how urgent the need was and the need to move quickly to respond to those needs. We have a pretty structured mechanism for people who are looking for financial assistance. But during the pandemic, that was accelerated because there was a high sense of urgency. For example, within a week of the shelter-in-place order in March of 2020, we gave some sizable donations to each of the five food banks in our operating area because businesses were shutting down, and people were out of work; the social structure to support those people was not in place yet, so food banks were being taxed. We made that gift quickly, and we made a second gift four weeks later when the need was continuing. That’s one of the ways we adjusted — moving more quickly to meet needs.”

Theresa Jasmin

Theresa Jasmin

“What changed was how urgent the need was and the need to move quickly to respond to those needs.”

Scully: “The urgency absolutely was escalated, but so has the dynamic. When I think of the nonprofits I sit on, so many of them rely on not only corporate giving, but some type of event or two over the course of the year. We’ve all been to a million chicken dinners; what I say to my group is that, when the auction is there, bid high and bid often, because that’s what it’s all about. The big piece that we saw was that people weren’t going to events because they weren’t being held. And it was a case of ‘out of sight, out of mind,’ unfortunately. The money was needed, the funding was needed, but the money wasn’t coming in, and yet all of those organizations had a more dire need than is typical because there were so many people impacted by the pandemic. We looked at it and said, ‘yeah, we can stay with our traditional model of what we do, but there’s a big need to step in here.’ When we look at corporate stewardship and how things have changed over the past 20 months, the need has increased exponentially. So many were hoping that this was the year — we all had our calendars ready for events, and then, they had to switch to virtual events, which don’t raise enough money. So the corporate community needs to realize that, even if there isn’t an event, the needs are so great, and they need to get out there and make a difference.”

D’Amore: “From a nonprofit perspective, we had to figure out how we could support our mission differently. When the pandemic was creeping, we were mandated by our global entity, which holds our licensing agreement, that we could no longer accept new families. And when the last of the families went home, we actually turned it around to provide support to frontline healthcare workers. We opened the house to workers at Baystate to give them an opportunity — if they needed a place to stay, if they needed to take a shower or get a cup of coffee. So our team was committed to support healthcare and support our partner hospitals who are there for us all the time. The tables turned a little bit, but we are able to continue to support our mission in this time of need, and you saw many organizations doing similar things. We pivoted and reinvented ourselves.”

Scribner: “Last year was a real struggle for students; 20% of those students in the Commonwealth just fell off the radar. So we had to change our mindset and pivot, just to help these students communicate how they were feeling. We would have speakers come in an talk about that — how they’re dealing with it, how their companies and themselves personally are dealing with COVID and being on Zoom meetings and not being in school and not being at work. Kids, while resilient, really had a tough time; they missed going to work and interacting with people. It’s those little things that we don’t think about — like going to a company or going to UMass on a field trip. We’re slowly getting back to whatever the new normal is. But last year, we had to have an open mindset and be really flexible about what we could do for the students and also about what we can learn from all these experiences and take those best practices.”

Amy Scribner

Amy Scribner

“Last year, we had to have an open mindset and be really flexible about what we could do for the students and also about what we can learn from all these experiences and take those best practices.”

Johnson: “With the pivot in funding that happened when a lot of companies started steering dollars toward COVID-related things, we also steered a lot of what we were doing toward COVID-related things; we were one of the few places that didn’t really close. When childcare was shut down for the Commonwealth essentially, and then an emergency first-responder-type childcare reopened for those working in retail or transportation or hospitals, we pivoted; our centers closed for one week and then reopened as an emergency childcare facility. We did continue to operate during that time, and on the youth-development side, there were still a lot of great opportunities from a funding standpoint to continue to be involved with some of our corporate sponsors that were changing direction and focusing on COVID.”

Verducci: “We essentially became volunteers; we turned our ballpark in Rhode Island, where we were still based until May, into a food-distribution network. Food insecurity became a huge issue in the region, so we were able to partner with Ocean State Job Lot, which would donate the food, and we would use McCoy Stadium as a vehicle to get that food to people who needed it. We also did coat drives, and we turned the park over to the state to become a testing facility. We tried to use our resources to help where it would do the most good. And once we transitioned to Worcester, we again became volunteers, going to Worcester State University to do food drives and coat drives, and most of those partnerships were with our corporate partners that we’ve had long-time relationships with. We all came together and said, ‘how can we do the best thing for the community, and what do we have at our disposal to move quickly in this challenging environment?’”

Jack Verducci

Jack Verducci

“We all came together and said, ‘how can we do the best thing for the community, and what do we have at our disposal to move quickly in this challenging environment?’”

Scully: “It was suddenly about putting on a different pair of glasses and switching gears when it comes to how you do things. It’s all about, as everyone has talked about, switching gears and saying ‘how do we adapt?’ much like we’ve all had to adapt to how we run our businesses remotely and attend meetings via Zoom.”

BusinessWest: What are the lessons we’ve learned from all this, from having to put a different pair of glasses, and how will this carry over into the future in terms of how we look at corporate stewardship and giving back?

Scully: “If we say that this is the end of the pandemic — and that’s a stretch, certainly — I think what all this has done for us is provide reassurance about how just how good people are and that everyone wants to be a part of something greater. We have a big building here, and for a while there, about four of us were here. You weren’t connecting with people. But as soon as the opportunity came for people to come back, not only to the office, but to get involved with volunteering again, they really wanted to. I think the pandemic has been exhausting and aging, but it’s also been reflective, and I think it’s prompting people to be reflective about how to live your life and how to make a difference. I think people want to be part of something greater, so I think that stewardship will be stronger than ever because this has almost been that switch that has prompted us all to rethink what’s important. There’s a silver lining to everything, and sometimes it’s hard to find, but I think this is it.”

Paul Scully

Paul Scully

“If we say that this is the end of the pandemic — and that’s a stretch, certainly — I think what all this has done for us is provide reassurance about how just how good people are and that everyone wants to be a part of something greater.”

Jasmin: “It was reinforcing for us in terms of our viewpoint on our being involved in the community. We took a look at what our philosophy was and really came out with an even greater understanding that these are the pillars we want to focus on. We’re a food company, first and foremost, and one of our pillars is hunger relief and helping with food insecurity. And that was reinforced for us — this is a continuing need, and we should be involved with it. And just in general, it’s also reinforced that we should continue to be involved — that our investment that we’re making in time and money and people is needed and is valuable. What this has taught us is that we need to be invested continuously, so when a crisis occurs, you can react quickly. It’s not something you can develop from scratch. Overall, it was reinforcing.”

Verducci: “I think the pandemic was a catalyst for empathy amongst companies; it was shared experience that was totally unprecedented, so people were empathetic with each other, and they really did understand what was happening with everyone. Instead of people saying ‘maybe not this year’ when we reached out, everyone we contacted over the past 18 months was willing to help in some way. The other thing we realized was that even the best-laid plans are not going to go the way we anticipate, so you need to be flexible and, more importantly, creative, and this will carry forward.”

D’Amore: “As challenging as the pandemic has been, I think a lot of good has come from it in terms of pausing. Whether as an individual, business, or nonprofit, we all took the time to pause, re-evaluate, and say, ‘what’s the need? How can we help each other?’ Sometimes, prior to the pandemic, we were very focused on our own business model or our own mission, and where it was going. But we were all in the same boat essentially wanting to row in the same direction, so we collectively said, ‘how can we do this together?’”

Michelle D’Amour

Michelle D’Amore

“As challenging as the pandemic has been, I think a lot of good has come from it in terms of pausing. Whether as an individual, business, or nonprofit, we all took the time to pause, re-evaluate, and say, ‘what’s the need? How can we help each other?’”

Johnson: “I think the pandemic pushed us [nonprofits] to work closer together in different ways, such as going after joint funding as one large organization rather than individually, so it has definitely had that benefit.”

BusinessWest: Going forward, how do we maintain this new spirit of cooperation, this new sense of urgency, when it comes to giving back?

Jasmin: “One of the things we lost during the pandemic was that personal connection. We missed seeing our colleagues, our families, and people in the community at large; through corporate stewardship and giving back, we can create those personal connections, and people are recognizing how important this is. The community is us, so when you’re giving back to the community, you’re giving back to yourself, your family, your friends, and your co-workers.”

Scully: It starts with all of us — the leaders or organizations — to set the pace. The pandemic may not be over, but I think that what is over is the hunker-down mentality of being locked up at home in the basement on a computer talking to your colleagues all day. It’s time to get on with life. It won’t be the old normal, it will be the new normal, and the new normal is going to be dependent on so many of us to set that tone — that it’s time to get back out there for a Habitat event, with getting over to the Ronald McDonald House to help prepare a dinner when that becomes available to do. It’s dependent on the leadership or organizations to reinforce that tone.”

Scribner: “This pandemic has really allowed people to take time to reflect on their own lives and what’s important to them and their priorities. And when you’re given that time, I think you realize what’s important in life. When it comes to being hunkered down, I think the pandemic provided time and opportunity for people to say, ‘I don’t want to do this anymore; I want to get out, and I want to be part of my community. I want to be part of making a difference.’ People are realizing just how precious things are now, whether it’s shoveling the sidewalk for a neighbor or providing food for a food bank.”

Dexter Johnson

Dexter Johnson

“I think the pandemic pushed us [nonprofits] to work closer together in different ways, such as going after joint funding as one large organization rather than individually, so it has definitely had that benefit.”

Johnson: “In the normal ebb and flow of things, we get hyped up because something’s happened, whether it’s 9/11 or Hurricane Katrina or the tornado — things that bring us together for a short time. And then, life gets back to normal, and human nature tends to make us drift back to how we were. I think COVID is very different … it impacted everyone, every state, every city — we all know someone who has lost their life or lost their job because of it. It’s had a more far-reaching impact than any of those other tragedies, and, hopefully, that will allow it to stick with us and keep that mentality of realizing how fragile life can be.”

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

Law Firms Adjust to New Landscape Shaped by the Pandemic

By
Tim Mulhern in the ‘Zoom room’ at Shatz, Schwartz & Fentin.
Law Special Coverage

A Changing Dynamic

Like all businesses, law firms have had to make adjustments in the wake of the pandemic, which has created both new opportunities and new challenges. Overall, firms have seen obvious changes in where people work and how. But there also may be new dynamics when it comes to recruiting and from where firms can attract new business.

Tim Mulhern in the ‘Zoom room’ at Shatz, Schwartz & Fentin.

Tim Mulhern in the ‘Zoom room’ at Shatz, Schwartz & Fentin.

 

They call it the ‘Zoom room.’ And for obvious reasons.

It’s the office of a retired partner with the Springfield-based law firm Shatz, Schwartz and Fentin that’s been converted into a small conference room equipped with a 60-inch screen for, or mostly for, Zoom meetings with clients that involve at least a few of the firm’s attorneys.

“If we have several of us who want to meet with a client or a couple of clients, we can have a multi-person meeting and have a few people in the room,” said Tim Mulhern, the firm’s managing partner, who said that, prior to the pandemic, there was obviously no need for a Zoom room. And the creation of one is just one of the many adjustments — that’s a word he and others we spoke with would use early and often — that law firms have made over the past 20 or so months. And some of them are more permanent in nature than temporary.

That can likely be said of the receptionist at Shatz — or the lack thereof, to be more precise. No one sits at that desk any longer, and, in fact, the door that leads to the reception area is now locked; a sign taped to it provides a number to call for people with inquiries.

The biggest change, though, is the number of lawyers to be found on the other side of the door — roughly half that from the days before the pandemic.

The rest are working remotely all or most of the time, something that took some getting used to — lawyers, especially, like the office setting, said Mulhern — but most have gotten over that hump.

“A number of our lawyers have learned how to work at home, myself included — I couldn’t have worked at home at all before, and I figured it out now. We’ve made that adjustment, and we have some lawyers who, either because of compromised health issues or simply because they have a long commute, are working predominantly from home.”

Ken Albano, managing partner at Springfield-based Bacon Wilson, agreed. He noted that it’s not uncommon to check his phone in the morning and hear from one or more of the firm’s attorneys letting him know they will be working remotely that day. As other firms have, Bacon Wilson has adjusted — there’s that word again — and become more flexible out of necessity, he said, adding quickly that the firm wants its lawyers and paralegals in the office at least some of the time.

“I’m old school,” he said. “I like the idea of being with a young lawyer or a young paralegal who needs mentoring and advice and has questions. It’s better for me to meet with them one-on-one, in person, with a mask on, as opposed to doing it via Zoom.”

In the grander scheme of things, though, where lawyers work, and whether there’s a receptionist or not, may well turn out to be some of the less significant adjustments, or changes, to result from the pandemic. The larger ones could involve recruiting young lawyers and the potential to add business as a result of the changing landscape.

Ken Albano says the pandemic has exacerbated an already-difficult situation

Ken Albano says the pandemic has exacerbated an already-difficult situation when it comes to hiring lawyers and paralegals.

Starting with the latter, Seth Stratton, managing partner of East Longmeadow-based Fitzgerald Attorneys at Law, summed things up effectively and succinctly when he said “we sell time.” And with some of the changes brought about by the pandemic — including less time commuting to work and less time traveling to meet clients — there is, in theory, at least, more time to sell.

Also, now that clients of all kinds, but especially business clients, have become accustomed to meeting with clients via Zoom and the telephone, there is potential to have such sessions with law firms based in the 413, which charge, on average, anywhere from one-half to two-thirds what lawyers in Boston and New York charge, and less than those in Hartford as well.

“COVID has resulted in more efficiencies, and, generally, efficiencies mean things take less time, and we sell time, so that means we’re selling less per client,” Stratton explained. “But it allows us to potentially work with more clients and work with clients who are more distant — we can expand the footprint of who we’re comfortable working with and who’s comfortable working with us.”

As for recruiting … the pandemic brings both opportunity and challenge, said Betsey Quick, executive director of Springfield-based Bulkley Richardson. She noted, as others have over the years, that it is difficult to recruit young lawyers to Western Mass. law firms, and it often takes a family connection to do so. With the pandemic and the ability to work remotely, there is now the possibility of recruiting lawyers not to Western Mass., necessarily, but to firms based here — and the young lawyers can live where they want.

But — and this is a significant ‘but’ — young lawyers who might want to come to Western Mass. because of the quality of life and comparatively low cost of living can now come here, but not necessarily to work for a firm based here — again, because of the options now available to them.

“Remote working options can help and hurt recruiting efforts,” Quick said. “We are now hearing from attorneys with great résumés who prefer more of a remote schedule. It has opened the doors to new prospects. The concept of urban flight is real, and professionals are considering their options. On the other hand, with remote work, attorneys who once flocked to big-city firms may now have the option to remain at that firm, with the big city salary, and relocated to a rural area.”

Seth Stratton says the changing dynamics

Seth Stratton says the changing dynamics presented by the pandemic could provide area firms with more opportunities to secure work from clients based outside the 413.

For this issue and its focus on law, BusinessWest looks at all of the various ways the pandemic has brought change to a sector that hasn’t seen very much of it over the past several decades.

 

Case in Point

Mulhern remembers when, at the height of the pandemic in mid-2020, he used to carry a small, foldable table in his car. It was for what came to be known as ‘driveway signings,’ among other names — the inking of documents in outdoor settings, including driveways, but also parking lots and parking garages, where each party would bring their own pen and bottle of hand sanitizer.

Those days seem like a long time ago, and in many respects they are, he said, adding that a large degree of normalcy has returned to the practice of law, although things are, in many ways, not at all like they were in February 2020.

As an example, Albano noted the recent end to Springfield’s mask mandate. While the city took that course, Bacon Wilson has decided to still require masks within its offices, a difference of opinion that has resulted in some confusion and even some harsh words for the receptionist from visitors not inclined to mask up.

Overall, changes have come to where lawyers work, how firms communicate (with clients and employees alike), how and to what extent they use paper (much less now), and how they show community support and engagement (turning out for auctions and golf tournaments has been replaced by other, more pandemic-friendly methods).

Changes have come to where lawyers work, how firms communicate (with clients and employees alike), how and to what extent they use paper (much less now), and how they show community support and engagement (turning out for auctions and golf tournaments has been replaced by other, more pandemic-friendly methods).

“You need to be in the office if you’re going to work in Springfield; if you’re a full-time person working remotely, it doesn’t work out, and it wouldn’t work out — not for us.”

Going back to that word used earlier, firms have been adjusting to a changed world, and the adjustment process is ongoing, especially when it comes to where and how people work.

At Shatz, Schwartz and Fentin, as noted, maybe half the lawyers continue to work remotely, said Mulhern, adding that the firm has not rushed anyone back, and it won’t, at least for the foreseeable future, in large part because the current work policies, if they can be called that, are working.

“A number of our lawyers have learned how to work at home, myself included — I couldn’t have worked at home at all before, and I figured it out now,” he told BusinessWest. “We’ve made that adjustment, and we have some lawyers who, either because of compromised health issues or simply because they have a long commute, are working predominantly from home.”

And there are variations on the theme, he said, noting that some lawyers work a portion of their day at the office and the rest at home.

At other firms, most if not all lawyers are back in the office. That’s certainly the case at Bulkley Richardson, which implemented a vaccine policy on Oct. 1, said Quick, noting that the firm recognizes the importance of in-person interaction with colleagues and the need for human connection.

That said, Bulkley Richardson and other firms have learned that remote working can and does work, and there is certainly room for — and, even more importantly, a need for — flexibility.

Betsey Quick says there has been a “transformation of the practice of law”

Betsey Quick says there has been a “transformation of the practice of law” because of COVID, and she believes there are many positives amid a host of disruptions.

“The transition to remote work was unprecedented, but what we learned by the unexpected lockdown was that flexibility is a viable option,” Quick said. “We have always offered attorneys some degree of flexibility and have worked with them to find an agreeable working model; until the pandemic, most attorneys worked traditional hours within a traditional office setting. But now, with the remote working more acceptable, and sometimes necessary, we have seen no change in productivity or efficiency doing work.”

Stratton agreed, noting that his firm, like most, had a degree of flexibility when it came to working remotely and allowed lawyers to do so; most didn’t, except when they had to (during snowstorms or when they were home sick), because they preferred to be in the office. Now that they’re used to it, and like it, more are taking advantage of the flexibility they have.

Indeed, before COVID, perhaps 10% to 15% of work was done remotely, and now the number is perhaps 25%, said Stratton, adding that this represents a new normal.

And the new ways of doing things have produced greater efficiency, he added, a dynamic that creates the potential for more billable hours in a business that, as he said, sells time.

Meanwhile, the pandemic and the resulting changes in how lawyers interact with clients present new opportunities for firms in the 413 to do business with those well outside it, Stratton noted.

Before, to get such business, firms would need a physical office in Worcester or Boston. Now, for many types of business law, where personal interaction is less necessary, services could be secured from lawyers in this market at rates far below those charged in those larger markets.

“With the increased use of remote communication and remote meetings, you can more easily tap those markets,” he said, adding that the firm is starting to market itself to such clients through professional networking.

 

Moving Target

Beyond where and how people work, the pandemic may have changed another important dynamic for local firms — the all-important work to attract and retain young talent.

As noted, it has long been a challenge to bring young lawyers to this market unless there is a connection, said Stratton, who offered himself as an example. He and his wife are both from this area, and it was a desire to return here (especially on his wife’s part) after some time spent in Boston that eventually brought him back to the 413.

Summing up the landscape as it has existed for some time, Stratton said the region has long faced what he called “depth of bench” challenges.

Elaborating, he said this is a “top-heavy” market when it comes to lawyers, with many of the leading players in their 60s or even their 70s. There are some rising stars coming up behind them, but not as many as the firms would like.

The reasons for this are many, said those we spoke with, but largely, it comes down to the fact that this market is not the big city — which means it doesn’t have the big-city lifestyle and, more importantly to most young lawyers, it doesn’t have big-city rates for legal services — or big-city salaries.

“Like many cities, Springfield is a proud community with historic charm and continued growth.  And yet, it is not Boston, New York, or Washington, D.C., and in most circumstances, one major difference may be the salaries,” Quick said. “As a Western Mass. firm, we are able to offer a healthier work/life balance and a unique geographic landscape. The challenge is communicating this value to candidates because, if they are not familiar with the business climate in Western Mass. and all it has to offer, attracting new talent to the area can be difficult.”

Stratton agreed. “If I were to have a job posting tomorrow for a junior lawyer with one to three years of experience that fits our practice and say, ‘you come to East Longmeadow, Mass., Monday through Friday, 9 to 5,’ I would get zero applications of qualified attorneys. That might be an exaggeration, but it would be close to zero.”

Albano agreed. He said the pandemic has exacerbated an already-difficult situation when it comes to attracting lawyers to Western Mass. He told BusinessWest the same thing he told Massachusetts Lawyers Weekly when it asked him the same question.

“It’s been very difficult to hire quality lawyers and paralegals during this COVID pandemic,” he explained. “The quality of résumés we’re getting in from people in Western Massachusetts and also outside the area is very weak.”

Moving forward, he noted, the number could be much higher because that lawyer doesn’t need to be in East Longmeadow, at least not Monday through Friday, 9-5, meaning recruiting might become easier — that’s might — because of the pandemic and the manner in which it has changed how people work. It’s also changed some opinions about urban living.

“Many lawyers are growing tired of the city life,” Quick noted. “They want to find a reputable firm where they can advance their career and continue to work with high-level clients. At the same time, they are realizing that work/life balance matters. Western Mass. offers the best of both worlds — a growing, professional city surrounded by the landscape of mountains, rivers, and forests right at your fingertips.”

These qualities may well help attract people to Western Mass., but will it attract them to Western Mass. firms? This is a big question moving forward as remote work becomes plausible and more attractive for those toting law degrees in their briefcases.

“You need to compete with markets that you didn’t have to compete with before for talent,” said Stratton, noting that someone drawn to the Western Mass. lifestyle, or who has family here and wants to stay here, no longer has to limit his or her options to Western Mass. firms. “As a young lawyer, you can, potentially, work out of the Boston or Washington, D.C. markets primarily, and the legal rates charged in those markets are higher, and the pay is higher.”

That’s the downside of the changing dynamic, he went on, adding that there is plenty of upside as well, including the ability to look well beyond the 25-mile circle around Springfield that most young lawyers are currently recruited from.

Much of this is speculation right now, he went on, adding that, over the next six to 12 months, firms like his will have a far better understanding of just how — and how much — the recruiting picture has changed.

Albano agreed, noting that, overall, Bacon Wilson will entertain a hybrid schedule, to one degree or another, but it would certainly prefer its lawyers and paralegals to be in this market.

“I got an e-mail with a résumé from a young man in New York, indicating that he was looking to apply for a job here, but he plans on living in Boston,” he recalled. “First of all, his résumé didn’t coincide with what we were advertising — and we’re seeing a lot of that — and, number two, there needs to be that one-on-one connection. You need to be in the office if you’re going to work in Springfield; if you’re a full-time person working remotely, it doesn’t work out, and it wouldn’t work out — not for us.”

 

Bottom Line

Looking ahead, those we spoke with said the process of adjusting to everything COVID-19 has wrought is ongoing. That includes looking at the amount of space being rented and whether downsizing might be in order.

“We’re talking about what the future looks like in terms of physical space,” Mulhern said. “And that’s one of the things we’ll talk about — do we still still need all the space we have?”

The firm has more than two years left on its lease, he went on, adding that the answer to that question will come at another time. The answers to some of the questions, especially those regarding recruitment and gaining additional business, including some from other markets, might be answered much sooner.

Overall, this is a time of change and looking at things differently than they been looked at for decades.

“There has undoubtedly been a transformation of the practice of law, and we believe that there are many positives amid all of the disruption,” said Quick, referring to those at Bulkely Richardson while also speaking effectively for all those we spoke with. “The pandemic taught us many things, including how to work more efficiently, utilize available resources, and communicate better to keep teams connected. I anticipate many changes will remain with us in a post-pandemic world.”

 

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

Holidays Bring Reminder to Support Local Businesses

By
Holiday Gift Guide Special Coverage

’Tis the Season

It’s not always easy to find the perfect gift item for everyone on your list, but, thankfully, Western Mass. provides a plethora of options, from cooking classes to balloon rides; from sporting events to spa experiences — not to mention books, toys, locally created art pieces … the list goes on. Even better, all support local businesses and organizations — many of which have struggled during the pandemic — and, in turn, boost the region’s economy at a time when it could really use the lift.

When Bill Cole took over leadership of Living Local 413, he said, it was a loose collection of businesses in Longmeadow and East Longmeadow supporting each other. He knew it could be more, and grew its presence and mission; soon, it will even launch an accelerator program.

“Ultimately,” he said, “it’s about the entire business community in Western Mass.”

It’s a business community, like others across the U.S., that has been ravaged by the pandemic and the economic turmoil that has followed in the wake of COVID-19 — and those challenges have not ended, which is why Cole says it’s critical to support locally owned businesses over national chains and online retailers this holiday season, and beyond.

“We should all eat, shop, and hire local,” he said, citing some statistics to back up that thought. “It’s very, very simple: when you take $100 and spend it at a local business, up to $69 stays in the community. When you spend $100 on Amazon, none of it stays in your community.”

Even shopping at a local big-box store returns just $43 of that $100 to the community, he noted.

“The bottom line is, when your money stays local, it helps things like police and fire departments, and sports teams, which are always sponsored by some local business. And it’s better for the environment because you’re not shipping stuff all over the place. Basically, everyone wins. That’s what it comes down to.”

Bill Cole

Bill Cole

“It’s very, very simple: when you take $100 and spend it at a local business, up to $69 stays in the community. When you spend $100 on Amazon, none of it stays in your community.”

Claudia Pazmany, president of the Amherst Area Chamber of Commerce, agreed, noting that local retailers offer unique, often handmade gifts that stand out from what can be purchased on Amazon.

“This is a time when we have to look inside and say, ‘I want to support local businesses,’” she said. “People often say they support local, but can you really say you do?”

To help shoppers come to that decision, the Amherst Area Chamber has developed an economic-stimulus initiative to support local businesses through a gift-card match program. The gift cards can be used at many local businesses, and two chamber members have each donated $5,000 to a gift-card match. Thus, beginning on Nov. 15, each $25 gift card purchased will be doubled in value to $50, thanks to these donations.

“That will translate into a $20,000 reinvestment in our small-business community,” Pazmany said, adding that the Amherst Business Improvement District is bringing back its red-ticket event, and for every $25 gift card purchased, the buyer will receive two red tickets toward a cash drawing on Dec. 18.

Again, it’s a win-win for shoppers and local businesses, she said, noting that restaurant gift cards make good holiday gifts as well.

“Let’s make an effort. Restaurants haven’t opened to full capacity because of staffing. We’re not there yet. That’s the big message I’d like to send — we’re not out of this by any means. A lot more support is needed, and the best way to do it is to buy local during the holidays.”

Cole said the pandemic has certainly made things tougher for businesses, but many were already feeling the crunch of online and big-box sales before COVID arrived. Fortunately, he added, more people have become aware of the need to support their area retailers, restaurateurs, artisans, and others.

“Any restaurant, smaller retailer, event business, these are segments of the economy that had the crap kicked out of them really, really badly, and they’re still struggling,” he told BusinessWest. “Even if they got help with PPP and all the things available to the small-business owner, it wasn’t easy to begin with. Some of these people may not recover.

“On a more positive note,” he added, “those people who will recover are awesome entrepreneurs. They know when to pivot and change and do things that make a difference.”

And they deserve the community’s support to keep pivoting and keep rebounding, Cole added. “Certainly, that’s what Living Local is going to do. We want to be 100% behind that.”

 

— Joseph Bednar

 

 

Keeping It Local

Western Mass. Offers Plenty of Gift-giving Options This Holiday Season

 

The Baker’s Pin

34 Bridge St., Northampton

(413) 586-7978; thebakerspin.com

This extensive kitchen store carries a wide range of cookware, cutlery, electric devices, bakeware, kitchen tools, home goods, cookbooks, and food products as well — extracts, condiments, jams and jellies, sweets and chocolates, oils and vinegars, tea, spices, pastas, and more. But it also offers an array of cooking classes, both online and in person, exploring different foods and techniques appropriate for the season.

 

Book Moon

86 Cottage St, Easthampton

(413) 203-1717; bookmoonbooks.com

Since its 2020 opening, Book Moon has established both a local clientele and a robust online presence. The independent store is run by married couple Kelly Link, author of the Pulitzer finalist Get in Trouble, and Gavin Grant, founder and publisher of Small Beer Press. They carry new and used books, collectible first editions, cards and gifts made by local artists, and “mysterious book bundles in brown paper packages tied up in string.”

 

Cooper’s Gifts

161 Main St., Agawam

(413) 786-7760; coopersgifts.com

Cooper’s is not just a store — it’s a destination,” shopkeeper Kate Gourde has said, calling her facility a shopper’s oasis featuring trendy clothing, window fashions, distinctive home furnishings, and exquisite gifts. “I’ve watched babies be born, grow up, and shop now with their little ones. I’ve assisted them in finding the perfect gifts for all the happy and the sad occasions that life sends us.”

 

Eric Carle Museum of Picture Book Art

125 West Bay Road, Amherst

(413) 559-6300; carlemuseum.org

The Carle calls itself “the international champion for picture books. We collect, preserve, and present picture books and picture-book illustrations for audiences passionate about children’s literature.” But in addition to the museum, its store carries books, gifts, prints and décor, cards and stickers, clothing and accessories, party supplies, and more. Parent’s Choice calls it “the very best bookstore for picture books in the entire world.”

 

Glendale Ridge Vineyard

155 Glendale Road, Southampton

(413) 527-0164; glendaleridgevineyard.com

Glendale Ridge Vineyard is a small, family-owned winery committed to producing wines that express the land, climate, and winemaker’s vision. Visitors can taste small-batch wines, tour the inner workings of the boutique winery, or enjoy a glass of wine with family and friends in a scenic rural setting — then purchase a bottle or two from the wine shop. The winery building features indoor seating and space for private events.

 

The Mill District General Store and Hannah’s Local Art Gallery

91 Cowls Road, Amherst

(413) 835-0966;
facebook.com/milldistrictgeneralstore

(413) 835-1765;
facebook.com/hannahslocalartgallery

Part art gallery, part experiential retail store, the Mill District General Store features an array of household items, gardening supplies, pet supplies, games, art supplies, gifts, and locally sourced items. The adjacent Hannah’s Local Art Gallery creates a community hub for emerging and established artists to show and sell their work, teach pop-up classes in their art modality, and learn with and from one another.

 

Misty River Ballooning

(413) 586-9579; mistyriverballooning.com

Misty River Ballooning offers hot air balloon rides in the skies above Western Mass. Veteran balloon pilot Don LaFountain launches from several locations in the Pioneer Valley and the surrounding hilltowns. On a clear day, riders can see the Berkshire hills, as well as the mountains of Vermont and New Hampshire. Each flight is followed by a traditional champagne toast and light snacks.

 

Museum Outlets

31 South St., Pittsfield

(413) 499-1818; museumoutlets.com

One of the product categories on its website is ‘cool stuff,’ but really, it’s all cool stuff, with items like vintage maps, French posters, art and prints, and home goods, including elegant serving trays, candle lanterns, alpaca blankets, sculptures, Amish tin stars, bookends, weathervanes, picture frames, doorstops, pillows, rugs, as well as clothing and accessories. No wonder Museum Outlets was voted Best of the Berkshires in the gift-shop category in 2017, 2018, 2019, and 2021.

 

Odyssey Bookshop

9 College St, South Hadley

(413) 534-7307; odysseybks.com

Over its 59-year history, Odyssey Bookshop has earned a reputation as an eclectic spot to look for books, and also also features a full-service website for ordering. In addition, according to its website, “we strive to provide a hospitable and nurturing environment to encourage the healthy exchange of ideas by hosting numerous readings, book groups, panel presentations, and online discussions.”

 

Off the Beam Woodworking

www.offthebeamwoodworking.com

Local artist (and full-time nurse) Sheri Lee handcrafts unique woodworking pieces, including cheese and serving boards, picture frames, cribbage boards, knife racks, and lanterns from domestic and exotic woods. “Many of the items I make will represent a specific nonprofit organization,” she says. “When you purchase the item, all of the proceeds from the sale minus just the cost of wood and hardware will be donated to the nonprofit the item represents.”

 

Pioneer Valley Food Tours

www.pioneervalleyfoodtours.com

This enterprise creates walking food tours that explore local flavors from Northampton and around the region. It also creates gift boxes sourced from the unique natural resources of the region’s fields and farms, as well as Pioneer Valley picnic baskets of selections ready to bring on an outdoor adventure. Choose a pre-set tour itinerary, or create a custom tour to suit your tastes.

 

Pioneer Valley Indoor Karting

10 West St., West Hatfield

(413) 446-7845; pioneervalleykarting.com

The 1,000-foot track at Pioneer Valley Indoor Karting is capable of racing up to eight karts at once, with the longest races and fastest on-track speeds in New England, featuring a combination of straightaways designed for speed and sweeping corners for technical driving that will challenge everyone from beginners to experts. The track is equipped with a state-of-the-art timing system to record the individual lap times of each kart.

 

Renew.Calm

160 Baldwin St., West Springfield

(413) 737-6223; renewcalm.com

For the past two decades, Renew.Calm has offered an array of both medically based and luxurious spa treatments, with services including skin care, therapeutic massage, nail care, body treatments, yoga, hair removal, makeup, and lashes. The 4,000-square-foot facility also hosts educational events, fitness classes, and more. Multi-treatment packages make great gifts.

 

Rosewood

34 Elm St., Westfield

(413) 642-5365; rosewoodwestfield.com

Rosewood Home & Gifts is a trendsetting retail store located in the heart of downtown Westfield, offering home decor, gift items for special occasions, jewelry, apparel, and more, with a focus on products that support fair trade and products produced locally on the Pioneer Valley. Rosewood also offers seasonal, interactive workshops.

 

SkinCatering

1500 Main St., Suite 111, Springfield

(413) 282-8772; skincatering.com

SkinCatering offers a release from the hectic holidays, so an extra-special, very personal gift may be just what the doctor ordered. Pamper someone special with a massage, facial treatment, spa and sauna package, or any number of other options. And check out its soothing, expanded space on the first floor of Tower Square. Membership packages are available at several different levels.

 

Springfield Thunderbirds

45 Bruce Landon Way, Springfield

(413) 739-4625; springfieldthunderbirds.com

A great deal for big-time hockey fans and folks who simply enjoy a fun night out with the family, Thunderbirds games are reasonably priced entertainment in Springfield’s vibrant downtown. The AHL affiliate of the NHL’s St. Louis Blues, the T-birds play home games through April at the MassMutual Center, with a constant stream of promotions, from theme nights to $2 hot dogs, sodas, and beers every Friday night. Purchase tickets at the box office or online.

 

The Toy Box

201 North Pleasant St., Amherst

(413) 256-8697; thetoyboxamherst.com

The Toy Box is “the family fun store of Amherst,” encouraging kids and adults to play and explore, with a wide array of unique products and features like a birthday club and ‘mystery bags.’ For owner Liz Rosenberg, “the gift of sharing something that promotes family and togetherness, is educational and fun, brings joy to children and grownups alike … well, that helps extinguish fears and makes for a better world, better community, and just plain feels right.”

 

The Trustees of Reservations

200 High St., Boston

(617) 542-7696; thetrustees.org

This nonprofit land-conservation and historic-preservation organization is dedicated to preserving natural and historical places. The Trustees own title to 120 properties on 27,000 acres in Massachusetts, all of which are open to the public, including historic mansions, estates, and gardens; woodland preserves; waterfalls; mountain peaks; wetlands and riverways; coastal bluffs, beaches, and barrier islands; farmland and CSA projects; and archaeological sites. A membership makes a great gift.

 

UMass Store

1 Campus Center Way, Amherst

(413) 545-2619; umassstore.com

This is the place for UMass-branded men’s and women’s apparel, drinkware, home and office supplies, accessories, and more. The UMass Store is also the first collegiate campus store to develop a sustainability section. As part of this commitment, it is reaching out to vendors and increasing the variety of sustainable products carried in the store, from recycled newspaper pencils and bamboo calculators to organic cotton T-shirts and recycled bottle apparel.

 

Veronica Martin Design

(413) 628-1985; veronicamartindesign.com

“I’ve always felt compelled to make things with my hands. It’s a reaction, an impulse. It’s how I breathe. Every day should be filled with beauty, and the everyday item should be beautiful.” That’s how Veronica Martin describes her handmade ceramics, candles, and beauty products, which are both lovely and functional. “Their thoughtful aesthetic and elegant characteristics make them luxurious items to own or stunning gifts to give. They are made with a passion for quality, everyday luxury.”

 

Zen’s Toyland

801 Williams St., Longmeadow

(413) 754-3654; zenstoyland.com

Zen’s Toyland, formerly known as The Wooden Toy, has been in business for more than 30 years, selling a variety of items ranging from baby teethers to adult puzzles. “You will find high-quality and unique items that aren’t available elsewhere,” owner Harshal Patel says. “All the toys are handpicked, and we only bring in toys that we would give to our own kids. Also, we have a playroom for your little one to test-drive things we carry. Everyone is a kid at our toy store.”

 

 

 

USO and Its Local Chapter Mark 80 Years of Making Needed Connections

By
Al Tracy, with volunteers Andrea Luppi, left, and Darlene Slater.
Special Coverage Veterans in Business

Serving Those Who Serve

Al Tracy, with volunteers Andrea Luppi, left, and Darlene Slater.

Al Tracy, with volunteers Andrea Luppi, left, and Darlene Slater.

The USO (United Service Organizations) turned 80 this year. It celebrated, in essence, by enthusiastically carrying out the same mission it has had since 1941 — ‘strengthening America’s military service members by keeping them connected to family, home, and country throughout their service to our nation.’ The organization, and the local chapter based in Chicopee (Pioneer Valley USO), does this in a number of ways, from care packages to Monday night dinners at the Westover base, to a program that helps transition servicemen and women to the civilian workforce. For Al Tracy, executive director of the chapter, this isn’t a job — it’s a passion.

 

When Al Tracy was serving with the First Marines along the DMZ in Vietnam, the highlight of his day, week, or month — fill in the blank — was receiving a care package from home.

He would get one from his mother pretty much every month, he recalled, adding that the best thing in them was her apple pie, always wrapped in tinfoil, which was almost as precious — and welcome — as the food.

“We needed that tinfoil — we would reuse it to cook things,” recalled Tracy, flashing back more than a half-century as best his memory would allow, adding that such recollections certainly help drive him in a role that is far more a passion than it is a job — executive director of the Pioneer Valley USO, housed at Westover Air Reserve Base in Chicopee.

There is no ‘interim’ next to Tracy’s title, but technically … perhaps there should be. Involved with the USO (United Service Organizations) since the ’80s, he agreed to serve temporarily as executive director when the person in that job left it roughly 15 years ago.

“They’re still looking for an executive director,” said Tracy with a laugh, adding that he likes everything about his job — except all the paperwork — and especially anything that has to do with helping active-duty servicemen and women and also veterans in need.

“I have a passion, and I love taking care of our military. I think that what they do, the sacrifices they make, are countless. You’re up all night, you don’t get weekends off … you’re stuck wherever you’re deployed. They need to know that we’re thinking of them.”

And there are many programs and services that fall into that category, from the care packages that are sent out to destinations around the globe to the Monday-night dinners the USO prepares for those serving at Westover, and also other servicemen and veterans as well (he and his staff were doing the prep work for one as he talked with BusinessWest on Nov. 1); from a program called Pathfinder that helps retiring servicemen and women transition to the workforce to providing tickets to Thunderbirds games and other sporting events.

“I have a passion, and I love taking care of our military,” he said. “I think that what they do, the sacrifices they make, are countless. You’re up all night, you don’t get weekends off … you’re stuck wherever you’re deployed. They need to know that we’re thinking of them.”

Tracy is even busier than normal these days as he coordinates a transition of sorts for the local chapter, which is giving up its independent charter and becoming part of the World USO.

“Our charter was dissolved on Oct. 1 — we’re now part of World USO. I’m excited. Maybe I won’t have as much paperwork, but I haven’t seen that yet,” he said, adding that the agency at Westover will continue doing what it’s been doing from the beginning: “strengthening America’s military service members by keeping them connected to family, home, and country throughout their service to our nation.”

That’s the official wording in the mission statement, but it’s more than words for those tasked with carrying it out. It is a passion, and one that prompts a pause for reflection as the USO, started by President Franklin Roosevelt in 1941, marks its 80th anniversary. Best known perhaps as the agency that sent Bob Hope to entertain troops in hotspots around the globe, the USO has changed over the years, and some adjustments certainly had to be made during COVID. But at its core, the agency and its purpose remain the same: it’s there to keep deployed service members, and also veterans, connected.

For this issue and its focus on veterans in business, we talked at length with Tracy about the USO, its all-important mission, and the many ways in which it is carried out.

 

Corps Mission

As he talked with BusinessWest, Tracy was thinking ahead to the Nov. 27 Thunderbirds game against the Hartford Wolf Pack, a matinee, at which he will drop the ceremonial puck. It’s an assignment he’s looking forward to.

“I told them I wanted a crash helmet, so when I fall on the ice I don’t hit the back of my head,” he said, adding that the agency partners with the team to get servicemen and women discounted admission, and also tries to secure tickets (to raffle off or simply give away) for area concerts and other types of shows.

Al Tracy says the USO’s mission comes down to a simple assignment

Al Tracy says the USO’s mission comes down to a simple assignment: keeping servicemen and women connected — to their family, their hometown, and their country.

Dropping the puck is just one of many rewarding aspects to a job Tracy has grown into over the past decade and a half after serving the USO in a variety of capacities, incuding board member and treasurer. Indeed, he’s put his own stamp on a position, and an agency, with a proud legacy and an important mission, one that brings him back to his time in Vietnam, which he can pinpoint with astonishing detail after all these years.

“Let’s see … 11 months, 28 days, four hours, 15 minutes, and maybe 30 seconds, but who’s counting? I was looking at my watch as we left the ground,” he recalled, adding that the best of those days were the ones when the care packages arrived. “During the war, my best buddy was my mom; she sent care packages all the time, and it was pretty awesome. Now … I’m just passing it on.”

And in all kinds of ways.

The care packages might be the best-known and perhaps the most symbolic part of the mission, he said, adding that the proud tradition is carried on today.

“It’s a wonderful organization and my favorite charity. I like everything we do — and I get to laugh everyday, so that makes it even better.”

“We have a huge care-package program,” he noted, adding that the local chapter will send them anywhere — all it needs is an address. “Those packages keep them connected to home; it lets them know people are thinking about them.”

Elaborating, he said the packages can be personalized, and many are, but there are many staples — personal-care items, beef jerky, snacks, sunscreen, and wet wipes, which can and often are used to clean weapons.

But there are many other ways in which the local USO carries out its mission, starting with the Monday dinners served at the base (the cafeteria is closed that night). There are usually 125 to 150 people who partake, including some area veterans, he said, adding that meals are delivered to those serving at guard posts, on the runways, and other locations.

The USO facility at Westover Air Reserve Base

The USO facility at Westover Air Reserve Base provides servicemen and women with a number of services and needed items, including books to read in what’s known as the ‘relaxing room.’

There’s also a food pantry at which service members can buy items; that facility also provides items to veterans in need.

The agency also marks deployments and homecomings, and it will also help take fallen servicemen from the area to their final resting place. It will assist servicemen and women in transition with furniture and other needs, said Tracy, and even provide small loans to those in need.

Then there’s the Pathfinder program that assists those transitioning from the service to the workforce.

“We’ll help them put together a résumé and learn how to interview,” he explained, adding that participants in the program are assigned a ‘scout’ who will assist in a job search on many levels.

There’s also the Bob Hope Legacy Reading Program, he went on, a program that enables servicemen and women to be recorded while reading a portion of a book or poem. That tape will then be sent to a designated family on a specified date, such as the holidays.

 

Finishing Touch

“That’s just another way that those off serving their country can stay connected,” Tracy noted, adding that this has been the simple yet all-important mission of the USO from the beginning.

For him, as noted, it’s not a job, but rather a passion.

“It’s a wonderful organization and my favorite charity,” he said. “I like everything we do — and I get to laugh everyday, so that makes it even better.”

It’s a unique mission, and for 80 years, it’s been mission accomplished.

 

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

Monson Pursues New Growth Opportunities

By Contributor
Jennifer Wolowicz says developers have been looking at some of the town’s old mills and other sites for redevelopment.
Community Spotlight

Community Spotlight

By Mark Morris

Jennifer Wolowicz says developers have been looking at some of the town’s old mills and other sites for redevelopment.

Jennifer Wolowicz says developers have been looking at some of the town’s old mills and other sites for redevelopment.

It’s a classic small-town balancing act. As Monson leaders look forward to new infrastructure and energy projects, many residents also want to maintain a small-town feel.

But progress is important, Town Administrator Jennifer Wolowicz says. With the town about to receive $1.7 million from the American Rescue Plan Act (ARPA), and a team at Town Hall looking at ways to use those funds, she favors infrastructure projects because she believes they offer the best return on investment.

“There are plenty of projects we could pursue that serve only part of the community, but everyone benefits from improved roads, water, and sewers,” Wolowicz said, adding that she is grateful the town has until 2026 to spend the ARPA funds. “That timetable allows us to be thoughtful in how we use the money.”

In April, Wolowicz was appointed full-time Town Administrator after working in the position since February in an interim capacity. When she first came on board, Town Hall was closed to the public due to COVID-19 mandates while the staff inside were busy trying to figure out how to provide the services residents needed. Some town business moved online, but many residents prefer to pay their bills in person, so Wolowicz and her staff installed drop boxes and even offered some outdoor service.

“With a little education and reassurance, we helped people figure out different ways to get business done,” she said.

These days, Town Hall is fully open. The Monson Select Board has relaxed mask mandates in general, but they are still required in schools. Wolowicz pointed out that COVID numbers have been trending lower than in the past, and currently, 56% of residents have been vaccinated.

“There are plenty of projects we could pursue that serve only part of the community, but everyone benefits from improved roads, water, and sewers.”

Meanwhile, back in January, Andrew Surprise became the new CEO of the Quabaog Hills Chamber of Commerce, which covers 15 towns in the region, including Monson. Surprise admits that, in the past, the chamber had been losing touch with local communities. To address that, he has begun reaching out to Monson businesses to establish a business civic association (BCA).

“The idea is to form a business community in Monson,” Surprise said. “With local people concentrating on the issues that are important to their business and community, it helps the chamber to better focus on ways they can help.”

Upon joining Quabaog Hills, Surprise noticed the chamber did not have strong contacts with local officials at the town or state level.

“As a former city councilor [in Westfield], I’ve seen how important it is for the chamber to have these relationships,” he said. “By connecting businesses and local officials, we can offer better value to everyone involved.”

Andrew Surprise, CEO of Quabaog Hills Chamber of Commerce

Andrew Surprise, CEO of Quabaog Hills Chamber of Commerce, is on a mission to introduce himself to businesses in Monson.

Coordinating efforts is already paying off. Surprise began working with Wolowicz on the idea of a BCA while the town was in the process of seeking a Rapid Recovery grant from the Pioneer Valley Planning Commission. Knowing that Monson was looking to have a business organization focused on its needs, the PVPC advised Surprise and Wolowicz to make it a joint request. Surprise said the BCA will be formed no matter what, but a grant makes a more robust effort possible.

“The grant would allow a much more expansive implementation and enable us to speed up the building of the BCA,” Surprise said. “Also, the grant makes it possible for the chamber to hire a person dedicated to establishing and recruiting for BCAs in both Monson and Belchertown.”

 

Main Concerns

Much of Monson’s business community can be found right in the heart of town, so BusinessWest asked three Main Street business owners about the idea of a business civic association.

Nissa Lempart, owner of Monson Optical, said the BCA is a good idea if the goal is to reach more people outside of town. “My customers already know where we are, and they tend to keep their business in Monson.”

Richard Green, who owns Richard R. Green Insurance Agency, said that, in his experience, many people tend not to do business in town, so he believes a BCA would be a big plus for Monson.

“It would be a way for local businesses to interact more with the community while benefiting each business and the community at large,” he noted. “I think it would be fantastic.”

Bill Belanger, who has owned Belanger Jewelers for more than 30 years, called Monson a wonderful community, and he’s open to the town taking a different approach to business.

“While the small-business model remains an important part of Monson, we also need to open our doors to new thinking.”

“While the small-business model remains an important part of Monson, we also need to open our doors to new thinking,” he explained.

Part of that new thinking would allow larger franchises to do business in Monson. In 2020, residents staged a vocal rejection when Dollar General proposed a location in town.

“Dollar General might not have been the right fit for our town,” Belanger said. “But there are many other types of national businesses that would work well here.”

One example of Monson welcoming new thinking involves a 26,000-square-foot building on Route 32 where Holistic Industries runs a cannabis growing facility.

Monson at a glance

Year Incorporated: 1775
Population: 8,560
Area: 44.8 square miles
County: Hampden
Residential Tax Rate: $18.12
Commercial Tax Rate: $18.12
Median Household Income: $52,030
Median Family Income: $58,607
Type of Government: Select Board, Open Town Meeting
Latest information available

Wolowicz noted that Holistic represents a large tax base for Monson, as the town received $500,000 in tax revenues from the company in June. Holistic-grown products are sold by Liberty Cannabis retail stores in Springfield, Somerville, and Easthampton. “COVID was good for cannabis sales,” she noted.

In terms of seeking other growth for the town, Wolowicz said discussions are taking place with developers about reusing some of the older mills in town. There is also activity at the former site of the state-owned Monson Developmental Center, where several buildings are being taken down. She said some residents have questioned why the town isn’t involved in redevelopment of this parcel.

“These folks don’t understand this is state property and the cleanup is their project,” she noted. “Their plan is to bring it back to green space and hopefully give the land back to the town at some point.”

For the last year and a half Monson, has been making energy-saving improvements to schools and municipal buildings. Part of the project involves converting the current street lights to LED fixtures.

“Even Town Hall, which was built in 2014, will be getting new lighting because that’s how fast technology has changed,” Wolowicz said.

The town also works with neighboring communities on wider-ranging projects. For example, Monson has signed an agreement with Palmer and Ware to convert the town dog pound into a regional animal-control facility for use by the three communities. That project is expected to take place next year.

 

Steady On

That’s a fair amount of activity for a town whose Main Street has no traffic signals.

“There are many folks in town who are passionate about keeping it that way,” Wolowicz said, adding that she favors controlled development to keep Monson a vital community.

Belanger expressed a similar sentiment. “Encouraging more business is a way for the community to advance without losing what makes it special.”

While Monson keeps its small-town feel, there is no shortage of new business proposals landing on Wolowicz’s desk.

“We many not be a booming metropolis,” she said, “but we still have opportunities to pursue controlled development.”

State Announces Pediatric COVID-19 Vaccination Plans

By Contributor
Health Care

Shot in the Arm

Following updated guidance from the Centers for Disease Control and Prevention (CDC), the Baker-Polito administration has outlined how families in Massachusetts can access Pfizer COVID-19 pediatric vaccines for children ages 5 to 11.

Children will be able to receive the Pfizer pediatric COVID-19 vaccine from more than 500 locations, including retail pharmacies, primary-care practices, regional collaboratives, local boards of health, community health centers, hospital systems, state-supported vaccination sites, and mobile clinics. Some appointments are available now for booking, with additional locations and appointments expected to come online in the coming days.

“Pediatricians and parents should be very excited about the approval of the COVID-19 vaccine for children ages 5 to 11,” said Dr. John O’Reilly, chief of General Pediatrics at Baystate Children’s Hospital. “Some parents may be reluctant to have their children in this age group vaccinated, but if a day of soreness can get your child safely back to playing with friends and visiting relatives, then the benefits clearly outweigh the discomfort.”

As a pediatrician, O’Reilly said he had been hoping for this approval for months.

“Some parents may be reluctant to have their children in this age group vaccinated, but if a day of soreness can get your child safely back to playing with friends and visiting relatives, then the benefits clearly outweigh the discomfort.”

“I was very glad that the FDA took the time to be sure that the vaccine was safe and effective for children in this age group before it was approved,” he added. “Clinical trials of over 3,000 children who received the vaccine found it produced protective levels of antibodies with only mild reactions to the shot, such as pain at the injection site, fatigue, and headache.”

He understands that some parents might have safety concerns, but noted that much misinformation has been spread about the development of the mRNA vaccines, especially considering how fast the COVID vaccines were rolled out. The truth, he noted, is that scientists have been working on the development of mRNA vaccines for decades. The basic scientific advances in gene sequencing and gene modeling allowed companies to quickly adapt mRNA technology to the COVID-19 virus.

“Vaccine development is very expensive, and companies developing other vaccines would be slower in developing them because of the cost,” he explained. “Operation Warp Speed gave companies billions of dollars in support and guaranteed purchases, allowing companies to use those funds to quickly ramp up clinical trials and manufacturing. The trials themselves followed the highest standards of research, and the FDA has reviewed all of the trial data to be sure that the COVID- 19 vaccines are safe and effective.”

O’Reilly noted that children infected with COVID-19 tend to experience mild symptoms, but for some, it can be more serious. Since the pandemic began, about 1.9 million children ages 5 to 11 have been infected, about 9% of all U.S. cases. More than 8,300 in this age group have been hospitalized, with about one-third requiring ICU care, and 94 have died, according to federal data. Children ages 5 to 11 who are black, Native American, or Hispanic are three times more likely to be hospitalized with COVID than white children.

Also, several thousand children infected with the virus have developed severe cases of inflammation throughout their bodies known as multi-system inflammatory syndrome, while others are reporting long COVID symptoms similar to adults, such as headache, cough, fatigue, and more.

“Parents who vaccinate their children not only protect them, but they also protect everyone their children come in contact with,” O’Reilly said. “In school, it protects vulnerable classmates and adult staff whose medical conditions put them at risk for severe COVID-19. It also protects family members and makes visiting at-risk family members at the holidays safer for everyone. Vaccinating our kids also helps to protect our communities. The higher our community immunization rates, the lower the risk of COVID-19 rapidly spreading through our at-risk community members.”

Parents who prefer to have their child vaccinated by their primary-care provider should call their provider’s office directly. Others may visit the VaxFinder tool at vaxfinder.mass.gov for a full list of hundreds of available locations. Residents will be able to narrow results to search for locations that are offering the Pfizer pediatric COVID-19 vaccine, with some appointments available now for booking. Additional appointments will be available online in the coming days. Many locations will be booking appointments out weeks in advance.

“Parents who vaccinate their children not only protect them, but they also protect everyone their children come in contact with.”

For individuals who are unable to use VaxFinder, or have difficulty accessing the internet, the COVID-19 Vaccine Resource Line (Monday through Friday from 8:30 a.m. to 6 p.m., Saturday and Sunday from 9 a.m. to 2 p.m.) is available by calling 211. The COVID-19 Vaccine Resource Line is available in English and Spanish and has translators available in approximately 100 additional languages.

All state-supported vaccination clinics will offer low-sensory vaccinations for children with disabilities.

Additionally, the administration has partnered with several non-traditional, youth-friendly locations for pediatric vaccination clinics, including the Discovery Museum in Acton, the Museum of Science in Boston, the Springfield Museums, and the EcoTarium in Worcester. Appointments for these clinics are available now on the VaxFinder tool. Visit www.mass.gov/covidvaccinekids for more information.

While infection rates have been trending down from an early-fall spike, the Massachusetts Department of Public Health reported 1,586 new, confirmed COVID cases in the state on Nov. 4, bringing the total since the start of the pandemic to more than 800,000. Health officials said the total number of confirmed cases in the state, as of that date, was 801,567.

The DPH also reported 23 additional COVID deaths in the state, bringing the total number of confirmed deaths since the start of the pandemic to 18,671. As of Nov. 4, there were 509 people hospitalized for a coronavirus-related illness, including 147 in intensive care.

State health officials say getting vaccinated remains the most important thing individuals can do to protect themselves, their families, and their community. Individuals do not need an ID or health insurance to access a vaccine and do not need to show a vaccine card when getting a vaccine.

Massachusetts leads the nation in vaccine administration, including adolescent vaccination, with more than 80% of youth ages 12-17 having received at least one dose. More than 4.7 million individuals in the Bay State are fully vaccinated, with more than 92% of all adults having at least one dose.

“I can’t emphasize enough how important it is for parents to make the right decision to vaccinate their children,” O’Reilly said. “It can be life-saving for your child and further protect those in your household as well as the community from this terrible disease that spares no one. I am looking forward to a holiday season when kids are fully vaccinated and we can all gather with friends and family to celebrate being together without fear of COVID.” u

Can AI Machines Invent?

By Contributor
Law

The Answer Is No — But That Might Be Changing

By Mary Bonzagni

 

The term artificial intelligence (AI) is used to describe a machine’s ability to ‘think’ or carry out tasks that were once said to require human intelligence. Tasks such as learning, logic, reasoning, perception, and, yes, creativity are now being performed by machines used in every industry.

In fact, AI now forms a part of our everyday lives, from AI-powered search engines, spell checkers, and spam filters to self-driving cars to music-streaming services that use AI to assess your listening habits — with each advance making our lives easier for years to come.

In fact, AI looks like a revolutionary force that drives innovation — but can AI invent?

At least for now, the U.S. Patent and Trademark Office (USPTO) has provided us with an answer to this question — a categorical ‘no.’ The USPTO has held that the statutory language of the U.S. Code clearly defines ‘inventor’ and ‘joint inventor’ as natural persons. Further, the USPTO points out that the purpose of U.S. patent laws is to encourage invention by providing inventors with a limited term of exclusionary rights. The prospect of holding a patent would not motivate an AI — at least not yet.

Mary Bonzagni

Mary Bonzagni

“We are now at a crossroads, and staying the course is not the answer. Patents motivate people who develop, own, and use AI — uncertainty does not.”

In a similar vein, the relevant patent laws of the European Union and the United Kingdom are also said to require a human inventor.

But has the tide begun to turn? Perhaps.

The South African Patent Office and an Australian federal judge recently moved to clear the path for such inventions. The South African Patent Office now holds the noteworthy distinction of being the first patent office in the world to grant a patent listing to an inventor that is not a human being. The patent relates to a “food container based on fractal geometry,” and the sole inventor is an AI system called DABUS.

Within two days of this patent grant, Judge Jonathan Beach of Melbourne ruled that there was no reason why Stephen Thaler, the researcher who developed DABUS, could not protect inventions that list the machine as their sole inventor.

But will the U.S. and other countries around the world follow suit, or will they again turn down the idea of non-human inventors? For now, the answer to this question is unclear.

During this period of uncertainty, how does one go about protecting AI-generated inventions in the U.S. using patents, who should be listed as an inventor on U.S. patent applications for such inventions, and who owns these inventions and related patents? For now, the answer to these questions is also unclear.

The most likely inventor candidate(s) appears to be the person or people who developed the machine that simulates human-intelligence processes (i.e., the developers who made the machine that supplies analysis, triggers events based on findings, parses data contextually to provide the requested information, etc.). That same person(s) or their employer(s) would own the invention and related patent.

But are U.S. patents for AI inventions that list the wrong inventors valid and enforceable? The claim of patent inventorship is of fundamental importance to the validity of a U.S. patent. In fact, failure to name an inventor or naming an incorrect inventor can invalidate a patent.

So, as AI becomes more and more a significant part of U.S. companies’ research and development efforts, these are questions that need to be asked and answered. These companies, as well as individuals, need clarification, which likely will first require a reform of the U.S. patent laws. It appears to be up to the judicial system or, more likely, legislators to provide us with the necessary clarification and/or reform.

We are now at a crossroads, and staying the course is not the answer. Patents motivate people who develop, own, and use AI — uncertainty does not. Allowing patents on AI-generated inventions will promote the development of inventive AI, which will ultimately benefit society with more innovation.

 

Mary Bonzagni is a patent attorney and co-chair of Bulkley Richardson’s Intellectual Property and Technology practice group; (413) 272-6200.

Unemployment Rate Among Veterans Increases During Pandemic

By
Veterans in Business

Labor Pains

 

The unemployment rate for veterans who served on active duty in the U.S. Armed Forces at any time since September 2001 — a group referred to as Gulf War-era II veterans — rose to 7.3% in 2020, the U.S. Bureau of Labor Statistics reported earlier this year. The jobless rate for all veterans increased to 6.5% in 2020. These increases reflect the effect of the COVID-19 pandemic on the labor market.

In August 2020, 40% of Gulf War-era II veterans had a service-connected disability, compared with 26% of all veterans. Among other highlights from the 2020 data:

• Unemployment rates for both male and female veterans increased in 2020, reflecting the COVID-19 pandemic. The rate for male veterans was 6.5%, little different from the rate of 6.7% for female veterans.

• Unemployment rates for white, black, Asian, and Hispanic veterans were lower than for their non-veteran counterparts in 2020.

• Among the 581,000 unemployed veterans in 2020, 54% were ages 25 to 54, 41% were age 55 and over, and 5% were ages 18 to 24.

• The unemployment rate of veterans with a service-connected disability, at 6.2% in August 2020, did not have a statistically significant change over the year. The rate for veterans with no disability rose to 7.2%.

“In 2020, 18.5 million men and women were veterans, accounting for about 7% of the civilian non-institutional population age 18 and over.”

• Gulf War-era II veterans who reported a service-connected disability rating of less than 30% were much more likely to be in the labor force than those with a rating of 60% or higher in August 2020 (91.5%, compared with 63.6%).

• In August 2020, 31% of employed veterans with a service-connected disability worked in the public sector, compared with 19% of veterans with no disability and 14% of non-veterans.

In 2020, 18.5 million men and women were veterans, accounting for about 7% of the civilian non-institutional population age 18 and over. Of all veterans, about 10% were women. In the survey, veterans are defined as men and women who have previously served on active duty in the U.S. Armed Forces and who were civilians at the time these data were collected.

Veterans are much more likely to be men than are non-veterans, and they also tend to be older. In part, this reflects the characteristics of veterans who served during World War II, the Korean War, and the Vietnam era, all of whom are now over 60 years old. Veterans who served during these wartime periods accounted for 37% (6.8 million) of the total veteran population in 2020. Forty-one percent of veterans (7.6 million) served during the Gulf War era I (August 1990 to August 2001) or Gulf War era II (September 2001 to present). Twenty-two percent (4.1 million) served outside the designated wartime periods.

In August 2020, 4.7 million veterans, or 26% of the total, had a service-connected disability. Veterans with a service-connected disability are assigned a disability rating by the U.S. Department of Veterans Affairs or the U.S. Department of Defense. Ratings range from 0 to 100%, in increments of 10 percentage points, depending on the severity of the condition.

The unemployment rate for veterans with a service-connected disability was 6.2% in August 2020, not statistically different from the rate for veterans with no disability (7.2%). The unemployment rates for male and female veterans with a service-connected disability were not statistically different (5.8% and 8.9%, respectively). The labor-force participation rate for veterans with a service-connected disability (48.6%) was also not statistically different from the rate for veterans with no disability (47.2%). Among veterans with a service-connected disability, 27% reported a disability rating of less than 30%, while 44% had a rating of 60% or higher.

Vaccine Mandates Present a Unique Test for Employers

By
Features Special Coverage

A New Kind of Challenge

The COVID-19 pandemic has tested area employers in every way imaginable. And soon, it will test many in a way that probably couldn’t have been imagined even a few months ago — vaccine mandates put in place by the Biden administration and set to take effect probably before the end of the year. The mandates are prompting lawsuits, generating questions that are often hard to answer, and creating high levels of anxiety for employers who are already dealing with a host of problems, especially an ongoing workforce crisis.

Amy Royal says she’s seen all manner of new regulations — state, federal, and local — that employers and their HR departments must contend with as they carry out business day to day.

But she speaks for all employment-law specialists — and those HR professionals as well — when she says she’s never seen anything quite like the COVID-19 vaccine mandates either already in effect or soon to be.

The mandates are far-reaching in their impact, in terms of everything from the number of businesses affected to the costs they will have to absorb to the very real possibility of losing more valued employees, said Royal, a principal with the Indian Orchard-based Royal Law Firm, which specializes in employment law, specifically representing employers. She summed up the measures and their bearing on employers with a single word. “It’s exhausting for companies.”

That would be an understatement.

Already, vaccine mandates enacted by states, individual cities and towns, healthcare providers, and private companies are resulting in thousands of people being fired or simply walking off the job. That list includes the football coach and several assistants at Washington State University, more than 100 state troopers in Massachusetts, police officers in countless communities, and a wide range of healthcare workers, especially nurses.

The recent developments raise questions on everything from just how safe many cities now are to which games NBA star Kyrie Irving can actually play in — none at his home court in Brooklyn, for starters.

And the next shoe — a rather large one — is set to drop in this unfolding drama. That would be the Biden administration’s vaccine and testing mandates, the ones affecting companies of more than 100 employees, any business with federal contracts, and federal employees — mandates the administration estimates will impact more than 80 million workers.

“People would be surprised at the array of businesses, both for-profit and nonprofit, that meet that federal-contractor test.”

Royal and other employment-law specialists we spoke with said there are far more businesses in the 413 in those categories than most people would think, and all of them are, or should be, working diligently to prepare for these mandates — which will take effect soon, although exactly when is a question.

Actually, that’s one of many, many questions, said John Gannon, an employment-law specialist with Springfield-based Skoler, Abbott & Presser, who said others include everything from whether employees get paid while they’re getting vaccinated or tested to who pays for those tests, to whether employees who ultimately lose their jobs to these mandates are eligible for unemployment benefits.

Amy Royal says far more businesses and nonprofits in the 413

Amy Royal says far more businesses and nonprofits in the 413 will be impacted by the Biden administration’s vaccine mandate than most people would believe.

“People are asking, ‘what do we do now — what can we do once the mandate is rolled out?’” he said. “They also want to know when it is going to release and how much lead time they’re going to have for compliance. And, unfortunately, we just don’t know the answers to those kinds of questions.”

Meredith Wise, president and CEO of the Employers Assoc. of the NorthEast, agreed, noting, as others did, that the vaccine mandates add new layers of intrigue, challenge, and polarization for employers who have seen more than enough of all three over the past 20 months.

When she talked with BusinessWest, Wise had recently left a roundtable of CHROs — chief human-resource officers — representing companies across the Northeast. The group meets every six weeks to discuss the challenges its members are facing, she noted, adding that the dominant topic of conversation was the new vaccine mandates and what they might mean for companies, especially in the broad realm of employee relations.

“People who have not wanted to get vaccinated may get tired of the testing and may eventually get vaccinated, but be disgruntled about it,” she said, adding quickly that, if employers have to pay the cost of testing — and pay employees while they’re getting tested — then there is little incentive, if any, to get vaccinated.

“There’s still a lot of questions about what the mandates are going to say, how it’s all going to come down, and whether we’re going to lose employees,” she went on, adding that employers may have to pay a steep price for a policy they didn’t implement themselves.

The best advice Gannon and the others we spoke with have for employers and the HR departments is to be as ready as they can be for these mandates and fully understand just what they are up against. This means knowing how many employees are vaccinated (and not) and having a plan in place for meeting the mandates.

Above all else, Wise and the employment-law specialists advise that businesses take the mandates seriously — even if enforcement of its provisions will be extremely difficult, if not impossible — and to be prepared.

 

Taking More Shots

BusinessWest asked a number of area business owners and nonprofit managers who fall under the categories of the Biden vaccination mandates to discuss the measures and what they could mean.

Not surprisingly, none really wanted to talk about it — on the record or even off. Indeed, the subject of vaccinations and the mandates regarding them are a hot-button, polarizing topic, to say the least. Most employers are staying away from it, figuring it’s best not to say anything than delve into a matter drenched in controversy.

Meredith Wise

Meredith Wise

“There’s still a lot of questions about what the mandates are going to say, how it’s all going to come down, and whether we’re going to lose employees.”

That goes for MassMutual, one of the region’s largest employers, with more than 6,000 workers, which offered only this statement from a spokesperson:

“We are waiting for the specifics of the OHSA guidance to be issued, after which we will be able to better evaluate what it will mean for our company and employees. In the meantime, we have begun to prepare by determining how much of our employee base is vaccinated, which is currently approximately 85%. We are also encouraging fully vaccinated employees to begin coming into the office if they are comfortable doing so and on a schedule that makes sense for them. We’ll continue to evaluate our broader return based on the status of COVID-19 as well as guidance from medical experts and government officials to ensure the health, safety, and well-being of our employees.”

With that, the company probably spoke for most employers in the region, who are waiting for OSHA (the U.S. Department of Labor’s Occupational Safety and Health Administration) to offer specifics while also assessing just where they stand with regard to what percentage of their workforce is vaccinated.

Here’s what is known at this juncture. The Biden action plan directs OSHA to issue an emergency temporary standard (ETS) that requires all employers with 100 or more employees to ensure their workers are either fully vaccinated or get tested weekly for COVID-19, Gannon said. Employers will also be required to provide paid time off to employees to get vaccinated and recover from any side effects from the vaccine.

Meanwhile, the Biden administration’s plan also includes two executive orders requiring federal employees and federal contractors (and subcontractors) to get vaccinated, regardless of workforce size. There is no weekly testing exception; employees working on or in connection with a federal contract, including subcontractors, must be fully vaccinated by Dec. 8.

And, as noted, there are more companies in the 413 that will be impacted by these measures than most would think. Indeed, while most businesses in this region fit the textbook definition of ‘small’ — under 100 employees — there are hundreds of companies, nonprofits, and institutions that count at least that many workers. That includes healthcare-related agencies, manufacturers, nursing homes, municipal departments, a few banks, and many more. Meanwhile, the provision regarding federal contractors — and subcontractors — brings many more businesses under the auspices of the Biden mandates.

“People would be surprised at the array of businesses, both for-profit and nonprofit, that meet that federal-contractor test,” said Royal, noting that her own firm has had federal contracts at different points in its history. “So this has an impact on a number of organizations up and down the valley — including small businesses and human-service agencies that may provide a service to the federal government in some way and come under the umbrella of being a federal contractor.

John Gannon

John Gannon

“When President Biden first issued his plan in early September, we told people, ‘let’s see what happens over the next 30 days.’ But now, we’re getting to a situation where employers have to begin planning and preparing.”

“It might even be retail-type product that is sold on a military base,” she went on, while detailing the broad scope of these measures. “This definitely has widespread implications.”

Beyond waiting — and perhaps hoping that the measure is delayed, which most experts say is possible but not likely — the best area employers can try to do is be ready, said Gannon, adding that, while it’s anyone’s guess as to just when the OSHA standard for companies with 100 or more employees will be issued, it will almost certainly be released before the end of the year.

“When President Biden first issued his plan in early September, we told people, ‘let’s see what happens over the next 30 days,’” he explained. “But now, we’re getting to a situation where employers have to begin planning and preparing.”

Indeed, the clock is certainly ticking on the Dec. 8 deadline for federal contractors, he noted, adding that anyone who takes a vaccine that requires two shots must wait several weeks after the first shot to get the second. And full vaccination, regardless of whether it’s a one-dose or two-dose vaccine, is not achieved until two weeks after the final dose.

“It can take employees at least 45 days, and that’s if they act as soon as possible, to make sure they’re vaccinated,” Gannon went on. “Meanwhile, employers are going to have to get testing programs in place and provide options for employees on how they get tested weekly if they are opposed to getting vaccinated.”

The logical next step for employers, if they haven’t done it already, is to determine their vaccination rates and thus get a handle on the scope of the problem they’re facing, he added.

“We’ve seen all sorts of numbers, but generally, employers fall somewhere in the 60% to 80% range,” he said. “And you’re allowed to ask people if they are vaccinated or not — several agencies have confirmed that there is nothing unlawful about that. You can’t ask them why, but you can generally survey your workforce population, and that should be the first step.”

 

Compounding the Problems

Flashing back to those days — it might even have been hours — after Biden announced his vaccination mandates, when the phone calls started coming in, Royal said the initial reaction was shock, followed by incredulousness.

“That’s because it represents a whole new layer of challenges for employers when they’ve already been navigating a number of challenges related to the pandemic, or just workforce-related issues,” she explained, adding that the overriding concern, beyond all the planning, logistics, and costs of meeting the new standards, regards the potential loss of valued employees at a time when workers are retiring and resigning at unprecedented rates (see related story on page 61), and replacing them has been increasingly difficult.

“Whether you’re in manufacturing or in human services, or are a professional service, there is a general worker shortage and shortage of prospects,” Royal noted, adding that the mandates, especially the one regarding federal contracts (because there is no provision for testing, only required vaccination), will make a serious problem that much worse.

Wise agreed. While she noted that the vaccine mandates for those companies in the listed categories relieve employers from having to implement such a polarizing policy themselves, it does bring a new and unwanted layer of challenge to the table, especially when it comes to workforce.

“They’re already hurting for staff as it is,” she told BusinessWest. “If they lose employees over this, that’s going to make it even harder for them to meet their customer demands and fulfill their orders.”

But there are other considerations, including the costs attached to all this and uncertainty over whether employers who don’t want to get vaccinated or tested can become eligible for unemployment benefits.

She said there has been no clear guidance on that, but she speculates that, if the federal government issues a mandate and an employee is unwilling to comply with that mandate, then the employee would not be eligible to collect unemployment benefits.

But that’s just one of many questions that remain unanswered at this juncture, she said, adding that employers of all sizes are pondering how to get ready for these mandates, but also just how seriously to take them, especially since the T in ETS stands for temporary.

“Apparently, under OSHA guidelines, unless OSHA makes it permanent, within six months this ETS will expire,” she said, adding that some employers may roll the dice and try to wait this out.

Indeed, while there are steep fines attached to the mandates — up to $13,653 per violation — Wise said some employers are wondering out loud just who is going to enforce all this.

“In my mind, this would be a risk that I, as a business owner, don’t think I’d be willing to take,” she told BusinessWest. “But there’s a piece to this that says, ‘how am I going to get caught?’

“OSHA isn’t going to be able to come in and audit every workplace, so there would probably have to be a complaint filed,” she went on, adding that, if an employee doesn’t want to get vaccinated, he or she is unlikely to file a complaint that their employer is not in compliance.

 

Bottom Line

Like Royal and Gannon, Wise said she’s never seen anything quite like the vaccine mandates when it comes to the many ways they might impact an employer.

“I’ve been in HR for more than 40 years, and I can say that there’s been nothing like this,” she noted. “There’s been a lot of regulations and guidelines that employers have to put in place — certain safety precautions, pay requirements, overtime laws — but there really hasn’t been anything that’s come down that has affected the individual and their bodies like this.”

Indeed, these measures are unprecedented in many respects, and they come at a time when beleaguered employers are already being challenged in every way imaginable.

Only time will tell what happens next, but it’s clear that employers will have their mettle tested even further.

 

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

Banks See Healthy Surge of Commercial Lending

By
Ben Leonard outside Tower Square
Banking and Financial Services Special Coverage

Open for Business

Ben Leonard outside Tower Square

Ben Leonard outside Tower Square, where Country Bank just opened an office to service growing commercial business in and around Springfield.

Businesses didn’t stop borrowing in 2020, although much of last year’s lending activity had more to do with staying afloat with Paycheck Protection Program (PPP) loans than expanding operations. These days, with the economy in a more stable — if not exactly robust — place, many businesses are looking to invest and grow (that is, if they can get enough people to come to work), at a time when banks are sitting on more liquidity than usual and are anxious to lend it out.

When Country Bank announced it was opening a commercial-banking office in Springfield, Ben Leonard was intrigued by the opportunity, noting its similarities to the bank’s push into Worcester in recent years.

“Country Bank has been around a long time, but historically, the physical presence has been between Worcester and Springfield,” noted Leonard, a senior vice president who leads the new Springfield office, located downtown in Tower Square.

“But we’ve always served clients everywhere within a 100-mile radius, and we’ve seen more activity here,” he went on. “We have clients in Springfield and the greater area of Western Mass., so the impetus to build that office was to be closer to those customers. Part of that is growing our C&I [commercial and industrial lending] business — we see a growth market here. It’s an opportunity to grow.”

The C&I lenders who work in the Springfield office have experience in niches like manufacturing, distribution, and equipment-heavy companies, Leonard explained. “That’s kind of what the team knows, and that’s a big part of why Springfield and Worcester are appealing markets for the bank to expand in, because those kinds of businesses are what’s here.”

Those are also the kinds of businesses that maintained operations at a more or less steady level during the pandemic, and now they’re ready to grow — and borrow, he said, adding that the real-estate market is active as well.

Jeff Sullivan

Jeff Sullivan

“If there’s a hindrance to businesses growing, it’s labor. It’s not being able to buy the machine, it’s hiring someone to run the machine.”

“Certainly there’s a need for affordable housing, and we’re seeing a lot of turnover in real-estate properties, some repurposing, and some interesting dynamics with real-estate valuations being as high as they are. We’re also seeing situations where the dynamics have changed, where an office building is half-empty now, and it needs to change hands.”

In short, commercial lenders are busy, which marks a change from a year ago. More accurately, they were just as busy last year, but often dealing with some very pandemic-specific activities, from PPP loan processing to commercial-loan deferments, particularly for hard-hit industries like hospitality. These days, however, businesses (not all, but many) are moving past the treading-water stage and calling on banks to help them expand, not just survive.

“People are spending money,” said Jeff Sullivan, president of New Valley Bank, which is based in downtown Springfield, noting that some business owners are looking to buy property rather than continue to pay a landlord, while others are making speculative investments in real estate, rather than sitting on cash they may have accumulated during the pandemic, when spending was suppressed for both individuals and businesses.

“We’ll see two or three buddies get together and pool some money to use for a down payment on a two-family or three-family house, thinking, ‘I can make 10 to 15% on my money investing in real estate rather than have it make zero percent in my savings account,’” Sullivan said.

Many are first-time real-estate investors, he added, including young people and people of color aiming to build wealth, while established businesses are anxious to invest in their own operations.

“A lot of people have squirreled away cash from the government programs during the pandemic, and have been hanging onto that cash for a rainy day, and now they’re in a situation where they can use some of that — and banks are lending,” he said. “If there’s a hindrance to businesses growing, it’s labor. It’s not being able to buy the machine, it’s hiring someone to run the machine.”

Mike Lynch, senior lender at Florence Bank, said his institution is looking at commercial-loan numbers that are at least equal to pre-pandemic activity — and that’s on top of PPP loans.

Kevin Day says last year’s loan deferments were a “lifesaver” for many businesses.

Kevin Day says last year’s loan deferments were a “lifesaver” for many businesses.

“We do all kinds of loans, commercial real estate and C&I loans. We’ve seen strong activity across all sectors; it hasn’t been one pocket more than others,” Lynch said.

Florence Bank President Kevin Day agreed. “It’s kind of across the board — not every sector, necessarily; we’re not seeing many new hotels and restaurants opening up. But investment properties are creating new borrowers, and they need help with financing.”

The combination of low interest rates and high prices were driving the commercial-loan market a year ago, the last time BusinessWest tackled this story, and that has remained true. “In the real-estate market, everyone understands residential properties are hot,” Day said. “But in commercial real estate, it’s similar.”

 

Back to Normal?

One thing that has changed is the reliance on loan deferments, which was one of the leading stories in commercial lending (and retail lending as well, for mortgages, car loans, and credit cards) last year.

“We were very active in the deferment program. It was a lifesaver for a lot of businesses,” Day said. “As we’ve come into 2021, a lot of the deferment periods have ended, customers are emerging from pandemic lockdown activity, and things are becoming more normal.”

In the business world, “almost all commercial customers are out of deferments, back on normal schedules, and it feels like their business is gaining traction, getting back to to pre-pandemic levels,” he added. “In the hospitality areas — hotels, restaurants, and such — the pandemic hurt them, but even they’re coming back out of the malaise, and business is starting to pick up. The deferments gave people time, and as everything is starting to come back online, those businesses will get their customers back and should come out of it fine.”

Leonard said Country Bank handled close to 1,000 PPP loans totaling around $75 million.

“I’m happy to say we deployed a lot of that, and consulted with folks on the front end to be sure it wasn’t a rubber stamp,” he said. “It was a differentiator; I think the smaller banks really shined, and were nimble enough to support their customers. You can talk about being there for your customers when they need it, but could you deliver? I think Country Bank did.”

The bank is well-positioned to be a stable provider of financing going forward, he added, “because our capital ratios are head and shoulders above most other banks, which allows us to do a couple things. It means our lending limits are higher, but it also allows us to be patient and pragmatic with our customers.

“We have a lot of capital to lend and the ability to lend it, but where we’re going to be most successful is really understanding our businesses, so that we can bank them through cycles.”

“So I think we see an opportunity because of that,” he added. “We have a lot of capital to lend and the ability to lend it, but where we’re going to be most successful is really understanding our businesses, so that we can bank them through cycles. That is more important than ever, I think.”

Elaborating, Leonard said the pandemic reinforced the need for banks to have close relationships with their commercial clients and really understand their business, and to understand how much struggle — or success — over the past two years was a pandemic-induced anomaly and how much might remain the trend going forward.

“The value add for any banker, especially a C&I lender, is knowing a company well enough to make those educated decisions,” he told BusinessWest. “Our strategy is to spend a lot of time getting to know the companies we bank, so once we start a banking relationship, we’re in it, and we find a way to be pragmatic and support companies for the long term. That takes thoughtfulness on the front end.”

Sullivan said New Valley has been actively reaching out to small-business owners, who are often too busy running their business to seek help. “Larger companies have more resources and have banks calling on them all the time. There’s plenty of capital out there, and we want to make sure we connect with those business people, and that’s what we’re trying to do.”

Almost as one, bankers say there’s plenty of liquidity in the market, and once businesses began seeing some clarity with the pandemic — and, to be sure, there’s still plenty of uncertainty — they started moving into growth mode. But, again, the current labor situation is dampening some of that enthusiasm.

“I talk to a lot of business owners who are grateful the government bailed out businesses during the pandemic,” Sullivan said. “But there are some who would rather have a more normalized market where people are coming back to work.”

Meanwhile, “deposits are way up, and all the community banks I know are looking to put that money to work as loans rather than having it sitting around in cash. If anything, that’s become more exacerbated the last few weeks.”

 

Good Business

Like Country Bank, Florence Bank has expanded its geographic footprint in recent years, into Hampden County, specifically, to serve — and expand on — commercial business it was already doing in the region.

It has been a successful transition, Day said, one that has turned into retail business growth as well. But right now, he sees plenty of opportunity on the commercial side.

“Our credit quality, frankly, has never been better. People who had jobs and operated businesses during the pandemic have a lot of cash on hand. Hospitality businesses had to take time off because of the pandemic, but are now starting to get over it. Deferments helped people like that a great deal to come back online.”

The resulting liquidity in the system — and the resulting credit quality — mean delinquencies are at record lows, Day added. “Not only is business good, but the business we have is good business as well.”

 

Joseph Bednar can be reached at [email protected]

Companies Need to Understand What Matters to Job Seekers

By Contributor
Employment Special Coverage

Coping with the ‘Great Resignation’

By Sarah Rose Stack

 

You’ve just woken up. As you sip your morning coffee, you open your e-mail and give it a quick glance. Wedged in between your work and personal mail, you have several e-mails with the subject line ‘We’re Hiring’ or ‘Join Our Team.’ You switch over to social media and see that your neighbor just announced she’s left her place of employment for a new opportunity. There are few more posts from friends who are frustrated with their employers’ lack of communication or insistence on returning to the office.

How many ‘We’re Hiring’ signs have you seen or talked about today?

There has been much discussion about the current hiring crisis, and while many thought that this would be resolved once Pandemic Unemployment Assistance ended, that has not been the case. In fact, the Bureau of Labor (BOL) recorded the highest number of people who quit their jobs in August 2021, with 2.9% of people quitting (4.3 million people). This is the highest number of quits since the BOL started recording this data in 2000. Probably even more concerning is that August was the sixth consecutive month of massive quitting numbers.

Coined the ‘Great Resignation’ by Anthony Klotz, a professor at Texas A&M, people are leaving their jobs at record-breaking rates as the pandemic is waning. This is only expected to be amplified as 2021 comes to an end and people reflect on what they want in life. Employees are demanding more from their current and potential employers. Companies should be very careful to pay attention to the change in dynamics if they want to retain or attract new talent to their workforces.

“Employees are demanding more from their current and potential employers. Companies should be very careful to pay attention to the change in dynamics if they want to retain or attract new talent to their workforces.”

As part of my position at Meyers Brothers Kalicka, I assist clients with finding new talent, such as controllers, accountants, HR, marketing, and other administrative professionals, for their organizations. Prior to the pandemic, I would see 50 to 100 applications from people in Western Mass. applying for every posted job opportunity. That number has drastically declined, the geographical representation has widened, and the questions and concerns from potential employees have also significantly changed.

So, what are employees expressing that they want? Here’s a hint: it’s not just about salary. People had a lot of time to reflect during the pandemic about what work means to them and what role they want their careers to play in their overall lives.

 

Work-life Balance

Prior to the pandemic, Americans were obsessed with ‘hustle culture.’ People were happy to rise and grind and wear their burnout like a badge of honor. Perhaps people were too distracted working around the clock to ever consider what they truly wanted. You’ve probably noticed the shift in sentiment in social media from #hustle to the idea that inner peace is the new success.

Working through the pandemic came with its own unique set of stresses. Some workers had to compensate for poorly staffed jobs, while others lost a feeling of security at their jobs, causing them to work even harder to show their value. Indeed recently posted a study that surveyed 1,500 employees about burnout, and a shocking 80% of people said the pandemic made the burnout worse.

As a result, potential employees have been asking:

• What is your company’s view on work/life balance?

• Does management regularly e-mail or call after hours or on weekends?

• Is the schedule flexible if I have a family event or event for my child?

• Do people actually take their paid time off?

According to PR Newswire, “poor work-life balance tops the list of job-seeker deal breakers, ranking above other immediate turnoffs, including lower salary (50%) and a company’s decreasing profits and lack of stability (48%)”.

 

Flexibility and Remote Work

Employees are actively seeking remote or hybrid work opportunities just as many companies are now demanding that employees return to in-person work. Some have even pre-emptively started seeking flexible work opportunities out of fear that their current remote-work situation might change.

Many are expressing that the ability to work from home and have more flexible work schedules in general have helped to prevent burnout. People have enjoyed ditching the morning commute and 5 p.m. rush hour. The returned pockets of time have come with myriad benefits, including more sleep, more time with family before and after work, less wear and tear on vehicles, more time with pets, and an overall more comfortable environment.

It isn’t all hypothetical, either. Stanford conducted a study of 16,000 remote workers over a period of nine months and showed that productivity increased by 13%. Further, with more workers reporting they were happier working from home, attrition rates were cut by 50%.

Time is the only non-renewable commodity, so when employers are demanding that their people return to in-person work, employees are asking themselves, “at what cost?” The most-asked question I have received from potential employees over the last year is: “can this position be done fully or partially remote?” If the answer was no, most candidates politely declined to continue in the application process, presumably in favor of remote opportunities.

I would also attribute the increase of applicants from other regions to the normalization of remote work. I’ve seen applications from all over the country because most people in professional positions are now of the mindset that they can work for anyone, from anywhere.

 

Company Culture and Shared Values

At its core, company culture is its identity. It’s how the company’s values, attitude, approach, and ideals dictate the inner workings of the organization. Generally, this is set and modeled by the leadership and then mirrored by the people within the organization, driving the way the company does everything.

Companies with attractive corporate culture actively value their people in ways that are both tangible and intangible. They may have perks such as food, drink, cocktail hours, paid time off, tuition reimbursement, and professional-development opportunities. More than that, they will also have a solid mentorship program, encourage open communication, speak to each other with respect, and show clear indicators that the work and growth of their people are valued.

As part of corporate culture, shared values are another important consideration for many job seekers today. Whether they are directly impacted by certain causes or not, they are looking to work for companies who have values that align with their own. Employers need to understand that potential employees are doing as much vetting and interviewing of the organization as the organization is doing of them.

Employees want to know what your company culture is like and what your values are. They are asking direct questions such as:

• What is the company’s leadership like?

• Describe the company’s culture.

• Does your company have a diversity, equity, and inclusion (DEI) program?

• How does your company implement its DEI statement?

• How involved is your company in the community?

• How does your company handle discourse among employees?

 

Pandemic Protocols in General

While we all have pandemic fatigue and want the pandemic to be over, there are still so many open issues that need to be faced head-on. Potential employees are very concerned with how companies handle current guidelines regarding masking, social distancing, quarantine, and vaccination.

This would be simple if everyone had the same passionate stance on the subject, but they don’t. Employees tend to be divided into three camps: Those who wants the strictest protocols in place, those who prefer more lax protocols, and those who are indifferent and will simply follow whatever protocols are set. Regardless of which camp your organization falls into, companies should be aware that their response to these questions will either encourage or deter certain prospects from continuing with the interview process.

I’ve found that most candidates were generally satisfied to hear that the organization is simply following the current federal, state, and municipal guidelines. In addition to the actual protocols, candidates have been very concerned with how those protocols are communicated. They routinely ask:

• Does the leadership communicate changes to protocols in a timely manner?

• Have they listened to employees’ questions and concerns?

• Are protocols safe, fair, and reasonable?

 

In Conclusion

We are in an employee market, and employees want the best of it all. They want work-life balance and more remote-work opportunities, but also want to feel connected with their company’s mission and their colleagues.

This may feel like an impossible balance to achieve, but I believe it can be done. People want to work, they want to feel connected, and they want their work to mean something. That’s the good news. Companies who understand these needs can take action and translate them into powerful employment opportunities that almost certainly will yield happier and more productive workers, better products and services, and stronger businesses.

 

Sarah Rose Stack is the Marketing and Recruiting manager for the Holyoke-based accounting firm Meyers Brothers Kalicka, P.C.

 

Springfield’s Historic Trolley Barn Finds a New Life

By
Commercial Real Estate Special Coverage

A Blast from the Past

Springfield’s Trolley Barn, the property at the corner of Main and Carew streets, has had an important place in the city’s history since it opened back in 1897. It was long home to the Springfield Street Railway Co. and, later, Peter Pan’s Coach Builders operation. Today, it has a new life as home to J.D. Rivet, a roofing and sheet-metal company, thus ensuring that this link to the past will have a place in the city’s future.

At top, the Trolley Barn sign

At top, the Trolley Barn sign is joined by others announcing the newest owners. Above, past and present come together in the second-floor conference room.

Jim Trask says the search took the better part of four years.

That’s because, as he and other members of the leadership team at JD Rivet & Co. Inc., a roofing and sheet-metal company, went about looking for a new home to replace the one on Page Boulevard in Springfield, they had a lot of boxes that needed to be checked.

Chief among them was — and is — location, said Trask, the company’s president, adding that several crews hit the road for jobs each day, and easy access to highways is a major consideration. But there were others, including large open space for a warehouse, parking, and more, as the company, working with a broker, considered a number of options, including property at the Deer Park Industrial Park in East Longmeadow.

Eventually, the search ended at a rather intriguing place, the corner of Main and Carew streets in Springfield, home for nearly 125 years to a building known as the ‘Trolley Barn.’

“That’s a nod to the days when there were actual stables for horses that would pull carriages,” said Trask, adding that the property certainly has seen a great deal of history and change; from the horse-drawn cars to the electrically powered trolleys of the Springfield Street Railway Co., to far more recent uses. These include it being home to Peter Pan Bus Lines’ Coach Builders repair and restoration facility, and, simultaneously, a methadone clinic in the front-office section of the facility.

Trask and Sean Gouvin, the company’s vice president, recalled that, when they were first introduced to the property by Brendan Greeley, a broker at R.J. Greeley Co., they saw both opportunity and challenge, in perhaps equal amounts.

The former was represented by those aforementioned boxes being checked, especially the location part; the property is just a few hundred feet from an on-ramp to I-91, a few blocks from I-291, and a just a few minutes from the Mass Pike. The latter came in the large amount of work that needed to be undertaken to ready the property for the planned new use, especially transforming the portion occupied by the methadone clinic into modern office and warehouse space.

“I liked the building — I could tell it was really strong,” Trask said. “I loved the space in the warehouse, but the office at the time was all broken up and I didn’t really like the office space at all.”

Eventually, though, they decided seizing the opportunity was worth the challenge. Thus commenced more than six months of cleanup and restoration work that yielded some surprises — sheetrock was covering original brick and intricate woodwork in that office area — as well as a few artifacts, and a workspace that speaks to the early 20th century but certainly works in the early 21st century.

At left, from left, Robert Ostrader, Sean Gouvin, and Jim Trask in the new first-floor conference room.

“There are a lot of reasons why we’re here — location, price, everything,” Trask said. “But I love old buildings, and this is one of the most historic buildings around.”

And it provides what the company needs most — a long-term solution to its space needs, he added, noting that JD Rivet has worked through the many hurdles created by the pandemic (although some stern challenges remain, especially supply-chain issues) and is in a growth mode.

Founded in 1960, the company specializes in the installation and maintenance of commercial, industrial, and residential roofing systems. The company has worked on everything from churches to hangars at Westover Air Reserve Base.

From its new headquarters in Springfield’s North End, it can see the past — and the future as well.

 

Pulling Out All the Stops

As for those artifacts … there are several of them, including old pictures of the trolleys that were once housed there (one now graces the second-floor conference room), a boiler alarm bell (just like it sounds, it’s a bell that would ring if there was a problem with the boiler) that dates back to the turn of the 20th century, and some old fire-insurance maps, found on the property, that offer a glimpse of the dramatic growth that came to that section of Springfield in the early 1900s.

These items would be considered a bonus, said Bob Ostrander, JD Rivet’s chief financial officer, adding that what the company really wanted from its new home was a chance to consolidate operations — it was spread out in several different buildings on Page Boulevard — as well as have better, easier access to highways and that room to grow.

“The office was so chunked up, you couldn’t really get a feel for what it was because you couldn’t see more than a few feet without a wall.”

It got all that and more at an address — Carew and Main — that has seen a lot of history and certainly changed with the times. Indeed, the owner for decades was the Springfield Street Railway Co., which opened in 1870, and originally operated a single line of track — served by four cars and 24 horses — that ran from the North End of the city down Main Street, past State Street.

The original line soon expanded to other parts of the city, and by 1891, the lines were all electrified to run trolleys. By the end of the century, the network had extended to several area communities, and connections were made to other networks in other cities, including Holyoke, Westfield, Northampton, and Hartford. To handle all this growth, the company built the facility, named the Trolley Barn, at the corner of Main and Carew.

Like all trolley lines, Springfield’s became obsolete in the 1950s as cars and buses became the dominant modes of transportation. The Trolley Barn would eventually be acquired by Peter Pan Bus Lines to house its Coach Builders operation, which painted and repaired buses.

When the management team at JD Rivet first looked at the property, Coach Builders was still occupying the large area formerly used for housing and maintaining trolleys, and a methadone clinic had recently moved out of the office portion of the property. That later operation required privacy for its clients, said Ostrander, adding that the relatively large area had been carved up into many smaller spaces covered by sheetrock.

Before-and-after shots of the office area show the amount of work needed to restore the historic Trolley Barn to its former luster.

Before-and-after shots of the office area

“The office was so chunked up, you couldn’t really get a feel for what it was because you couldn’t see more than a few feet without a wall,” he said, adding that their collective imaginations managed to see through all that. And they liked what they saw.

“We had a demolition contractor, Associated Builders, come in and tear down all that sheetrock, and when they did, it revealed all this beautiful wood,” he told BusinessWest, waving his hand across the space that has become his office. “So we decided to restore all that wood — the floors, the wainscoting on the walls, the ceilings, the doors.”

Only small portions of those hardwood floors could not be fully restored, said Ostrander, adding that the company has effectively blended the past — specifically those floors, walls, and ceilings — with the present, including a new, glass-walled conference room created on the ground-floor office area.

Gouvin agreed. “From the beginning, we treated it as historic renovation — every turn was thoughtful,” he said of the efforts to preserve historic qualities of the property (and there are many of them), yet make the property suitable for modern office and warehouse operations.

Elaborating, he said the structure is in a historic district, so any alteration to the building that faces Main Street had to be approved by the Historic Commission. That includes the windows and the front door, which had to be restored and not simply replaced.

The past and present come together in a number of spaces within the building — the warehouse still bears evidence of where trolley cars were kept and maintained, but the there’s now high-efficiency lighting there and elsewhere — but perhaps none better than the second-floor conference room, which takes advantage of large windows, more of that ornate woodwork, and a fireplace (one of several in the building) to provide a unique, homey setting.

“I don’t think we’ve had to turn the lights on in there yet — the windows let in a ton of light,” said Trask, adding that it’s the same throughout the office portion of the property.

 

Past Is Prologue

The business cards for those at JD Rivet list 2257 Main St. as the address.

That’s a location steeped in history, one that brings three different centuries together in the same building.

Those at the company are proud of how they’ve blended the past with the present. But mostly, they’re excited about the future and the opportunities presented by this new facility.

 

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

Stockbridge Looks Forward, Honors Its Heritage

By Contributor
Town Administrator Michael Canales
Community Spotlight

Stockbridge Looks Forward, Honors Its Heritage

By Mark Morris

Town Administrator Michael Canales

Town Administrator Michael Canales says a number of municipal projects speak to Stockbridge’s progress during the pandemic.

One of Norman Rockwell’s most famous paintings depicts a snow-covered Main Street in Stockbridge. The painting “Home for Christmas” was intended to celebrate small towns all over America, but these days, it’s nearly impossible for modern-day photographers to recreate the artist’s vision without including a constant stream of traffic.

While that might frustrate photographers, Margaret Kerswill is encouraged by all the activity she has seen this summer and into the fall.

“There’s more tourism than I expected to see in Stockbridge,” the board president of the Stockbridge Chamber of Commerce told BusinessWest. “It’s rare to go into town and not see it full of people.”

Kerswill said the pandemic encouraged business owners to find creative ways to keep people safe while maintaining their operations — and revenues. Despite the many challenges last year, they’ve largely come back strong.

“As rules and mandates kept changing, our business owners rolled with it,” she said. “It was wonderful to see everyone rise to the top of their game.”

Tri Town Health acts as a regional health department for the towns of Lee, Lenox, and Stockbridge. When the Delta variant of COVID-19 began spreading, Tri Town Health imposed mask mandates for indoor common spaces.

“There’s more tourism than I expected to see in Stockbridge. It’s rare to go into town and not see it full of people.”

Stockbridge Town Administrator Michael Canales appreciates the agency’s work to keep the community as safe as possible. As of Oct. 15, 68% of Berkshire residents are fully vaccinated, while 78% have received at least one dose.

On the job for just over a year, Canales has not yet had the chance to lead the community in the absence of a pandemic. “It will be a little difficult for me to compare what normally happens in town because I have yet to see what normal looks like,” he noted.

Children’s Chime Tower

Repair work will begin next year on the Children’s Chime Tower, a fixture since 1878.

For now, he believes longtime residents who tell him Stockbridge is starting to look normal again. Canales himself has certainly noticed the busy summer and fall seasons, and credits that in part to the return of Tanglewood, which offered a limited schedule for audiences half the size of a normal show.

“Tanglewood is an example of one of the big events that happened as a smaller event for this year,” he said.

Despite the limited schedule, Kerswill said it was important that Tanglewood held events this year. “Tanglewood is integral to the local economy. It provides so many jobs in the area and definitely brings visitors to town for dining and shopping.”

Kerswill also wanted to set the record straight for BusinessWest about “a broad misconception” that Tanglewood is located in Lenox. “The entrance is in Lenox, but nearly 85% of Tanglewood’s land is actually in Stockbridge.”

 

Change and Progress

For several years, Kerswill co-owned Mutability in Motion, a gift shop she ran with her wife, Laureen Vizza. When COVID hit, they made the decision to close the shop.

“We’re working on new endeavors, still keeping our efforts local, but in new areas,” she explained. In addition to starting a personal blog called artmeditationlife.com, Kerswill has become a licensed realtor.

“The real-estate market is doing well — in fact, it’s crazy,” she said, adding that home-improvement services are also coming back strong, as evidenced by long wait times for many home projects.

In terms of municipal projects, Stockbridge added a new highway garage this past spring, though supply-chain issues caused delays in finishing it even sooner.

A current project nearing completion is the Larrywaug Bridge on Route 183. Canales expects this busy connector road will be open by the winter, with finishing touches to be completed in the spring.

“The real-estate market is doing well — in fact, it’s crazy.”

Next year, repair work will begin on the Children’s Chimes Tower, a fixture in Stockbridge built in 1878. Canales said the town has approved funding to refurbish all the internal mechanisms.

“It’s a neat structure, but it needs some tender loving care,” he added. “We’re hoping to make repairs that will keep it playing for the next 50 years.”

Still relatively new in the job, Canales said it’s been exciting to learn about the rich history of Stockbridge. While people all over the world are familiar with Tanglewood, the Norman Rockwell Museum, and the town’s mention in James Taylor’s song “Sweet Baby James,” there are even deeper historical references to be found which Canales said “makes it a fascinating community.”

For example, the town is working on a project to protect old-growth forests, specifically Ice Glen, a ravine in the southeast area of Stockbridge. Its name comes from the many moss-covered rocks with deep crevices that can sustain ice into the summer.

During the time he wrote Moby Dick, Herman Melville lived in Pittsfield and is said to have visited Ice Glen at least once. The Stockbridge ravine is referenced in the novel when narrator Ishmael describes Pupella, a seaside glen, as “a wondrous sight. The wood was green as mosses of the Icy Glen.”

These days, the town is exploring several options to protect the old-growth trees from insects that are causing damage in Ice Glen.

The Chamber of Commerce has joined the effort to help tourists find both famous and lesser-known sites in Stockbridge. As an ongoing project, it has developed and begun installing new signs to help direct people to the many attractions in town. Right now, they’ve been installed downtown, but the plan is to expand the green-and-white signs to more areas of the community.

“We want to help people get around outside the downtown area because there is a lot to see,” Kerswill said. “If someone is here only for a weekend, we want to make sure they can find all the attractions that interest them.”

 

Better Days

While the town navigates the various stages of the pandemic, Canales said he and many others are looking ahead.

“We are staying on top of things and keeping an eye on trends so that when we come out of this, Stockbridge will be in the best possible shape to return to normal, or as close as we can get to normal,” he noted.

Kerswill added that Stockbridge is a place that continues to amaze her.

“Whether we’re going through good times or difficult times, it’s a community that comes together to get things done. I couldn’t be prouder of that.”

End of Debt Moratoriums Could Be a Shock to Many

By
Christopher Viale
Banking and Financial Services

Gathering Storm

Christopher Viale

Christopher Viale says student-loan deferments, set to end in February, may pose issues for families who haven’t paid them back in a while.

 

During times of recession or economic upheaval, the last thing economists expect is for credit-card debt to fall.

Yet, that’s exactly what happened during the first year of the pandemic. According to Experian, from the third quarter of 2019 to the third quarter of 2020, credit-card balances fell by 24% nationally. The percentage of credit-card users carrying an interest-bleeding balance month to month fell from 58% to 53%, according to the American Bankers Assoc.

One reason was that this was no normal economic downturn; during the early months of COVID-19, businesses were shuttered, restaurants were closed, and consumers simply reduced their spending dramatically — even if they were still working, and despite the government stimulus checks.

“For the first year of the pandemic, people weren’t really spending; they were paying down debt. Record amounts of debt were being paid down,” said Christopher Viale, CEO of Cambridge Credit Counseling in Agawam.

But that has not been the case in 2021.

“When things started opening up a little bit, people went haywire; they started spending like crazy,” Viale noted. “Credit-card debt has increased by 13% over the last quarter, which is the most it’s ever increased in a quarter.”

“For the most part, consumers have been in a good position, but then, when all these debts start to come due again, it’s going to be a very difficult time.”

Basically, stimulus worked — in the sense of stimulating spending. “You got free money, the $250 tax credit per child, you got whatever other government programs were there … people had a lot of money in their hands. Even though they weren’t working, the unemployment checks they were getting were as good as if they were working. So, for the most part, consumers have been in a good position, but then, when all these debts start to come due again, it’s going to be a very difficult time.”

And that’s what economic leaders — and people like Viale, who help families get out of debt — worry about. The increased spending in 2021 has coincided with an end to loan-deferment programs launched at the start of the pandemic, and if they haven’t been paying attention to their budget, many families might be in for a shock.

“It really is a perfect storm,” Viale said. “Consumers have had the ability to not pay their rent or mortgage or credit-card payments. Most, if not all, of that has ended, except for the 800-pound gorilla, which is student loans.”

Those will continue to be in moratorium until Feb. 1, which is when $1.3 trillion of debt will start to be drafted back out of consumers’ checking accounts. “Yes, they are being alerted and warned to be ready, but after not paying on these loans for almost two years, it’s going to be a shock for many.”

All of this has banks — with whom Viale talks all the time — worried about huge loss rates due to credit defaults starting in late 2022 and early 2023. In short, we may be heading into perilous times for household debt.

 

Change of Plans

According to a recent CreditCards.com survey, 44% of respondents they are willing to take on debt in the second half of 2021 for non-essential purchases, such as dining out.

That marks a dramatic change from savings-happy 2020. Even after that temporary dip in debt in 2020, 42% of U.S. adults with credit-card debt have increased those balances overall since the pandemic began in March 2020, according to a Bankrate.com survey conducted in September.

“It’s been an upside-down credit environment,” Stephen Biggar, who covers financial institutions at Argus Research, told CNBC this month. “If you told me the market was going to crash 40% and we would have 20% unemployment, you would have also said card delinquency rates would go through the roof, particularly for the lower-end consumer.”

But instead, the savings rate spiked to levels not seen in 70 years, as consumers curtailed spending — and were allowed to halt payments on student loans and mortgages — and started paying back other debt, notably credit-card balances. Now, the tide has completely turned. Meanwhile, most of those deferment programs no longer offer last year’s safety net.

“People haven’t had to pay their bills for a long time,” Viale said. “Mortgage, rent, student loans, even credit cards allowed a period of time when people didn’t have to make payments.”

Unlike payment deferment for credit cards, in which interest keeps accruing, “student loans are very different because that was a true moratorium; no one was being charged,” he explained. “So whatever status someone was in with their student loans when the pandemic started is where they’re going to be in February when they have to start paying again.

“Yes, they are being alerted and warned to be ready, but after not paying on these loans for almost two years, it’s going to be a shock for many.”

But on Feb. 1, those autodrafts will begin again. “And that’s going to be a shock for consumers because they haven’t made these payments in 18 months or so.”

Politico reported that the U.S. Department of Education is considering providing student-loan relief to borrowers who miss a payment during the first 90 days after payments resume, so credit scores won’t be adversely impacted.

According to Forbes, U.S. Sen. Elizabeth Warren wants to go even further; fretting about a surge in student-loan delinquency and default once payments resume, she and other members of Congress have repeatedly asked the Biden administration to postpone the restart of payments.

The average monthly payment for student-loan debt is between $400 and $600, Viale noted. “That’s a pretty big-ticket item they haven’t had to pay for a long time, and now, out of nowhere, they’re going to have to start paying it again.”

This will only exacerbate what seems to be a looming credit crisis, Viale said, one that makes programs like Cambridge’s — which manage and pay down a client’s debt payments in a way that reduces interest costs and protects their credit rating — even more critical.

Because of concerns about consumer debt next year, the Federal Reserve is allowing such relief programs to be extended to offer consumers even more concessions if they are struggling to keep up with mortgage and credit-card payments, Viale added. “My industry has been working flat out to develop and implement these additional hardship programs.”

 

Back to School

It’s not easy to escape credit-card debt — especially with the average annual percentage rate topping 16%.

According to a Bankrate.com survey, 54% of adults carry credit-card balances from month to month, and 50% of have been in credit-card debt for at least a year. The average person with credit card debt owes $5,525.

And that’s only one element of household debt. Wth student-loan payments ramping back up in February, the Department of Education has launched an extensive outreach campaign to borrowers.

“They’re giving people several months notice. They’re doing a pretty good job of letting consumers know this is coming,” Viale said. “But that doesn’t really mean much when you haven’t had to do it in a long time.”

 

—Joseph Bednar

Issues Employers Should Be Aware of in Light of the Facebook Case

By Contributor
Employment

Facing Whistleblower Concerns

By Jeremy Saint Laurent, Esq.

 

Facebook is currently in very murky waters with both the federal government and with its users. Employers should pay attention to the multitude of issues surrounding this matter to better understand potential exposure and develop a response plan.

On Oct. 5, after leaking sensitive Facebook documents to the media and the Securities Exchange Commission, whistleblower Frances Haugen testified before Congress. Haugen’s testimony provided the Senate subcommittee with a glimpse into how Facebook’s policies negatively impact the mental health of its users, particularly children; creates political and social discord; and undercuts democratic ideologies.

Although dealing with public and agency scrutiny is not uncharted territory for Facebook after facing similar allegations during the last two presidential elections, these newly raised allegations of misconduct appear to be especially worrisome because Haugen was a Facebook insider. Haugen was employed in a department within Facebook tasked with investigating how the platform’s algorithm spreads misinformation and how the network was being used by our nation’s foreign rivals. In short, Haugen is believable, credible, and convincing because her allegations amount to Facebook disbanding and ignoring the work of herself and her colleagues in the pursuit of financial growth.

Jeremy Saint Laurent

Jeremy Saint Laurent

“Employees who come forward to the SEC and/or government regarding perceived misconduct are often covered by federal whistleblower protections and other laws, like wrongful termination in violation of public policy.”

In a recent NPR interview, attorney Andrew Bakaj, who represents Haugen, stated that “we have made lawful, protected disclosures to the Securities and Exchange Commission and to Congress. Such disclosures are protected both by law and Facebook’s own internal policies.”

Bakaj correctly states that federal whistleblower protections afford employees and ex-employees a broad range of legal protections for alerting law enforcement, the SEC, and Congress of potential malfeasance. Typically, employers have no legal recourse if that’s the only thing a whistleblower does to report potentially incriminating information. In fact, a Facebook representative told the Senate subcommittee that the company won’t retaliate against the whistleblower for speaking to Congress.

 

Lessons Employers Should Learn from the Facebook Whistleblower Fiasco

Employees who come forward to the SEC and/or government regarding perceived misconduct are often covered by federal whistleblower protections and other laws, like wrongful termination in violation of public policy. In a 2014 decision, the U.S. Supreme Court held that privately owned companies, in addition to publicly traded companies, may be subject to whistleblower liability if they retaliate against an employee or former employee who reports malfeasance to the appropriate agencies.

Massachusetts, like most states, adheres to the at-will employment model. The at-will employment doctrine allows an employer or an employee to terminate the employment relationship at any time, for any reason, with or without cause or notice. However, in addition to federal whistleblower protections, employees are afforded additional protections under state law.

Commonly referred to as ‘wrongful discharge,’ wrongful termination in violation of public policy is a sort of catch-all, judge-made rule that prohibits employers in many states from firing an employee who opposes or refuses to participate in certain unlawful or unethical activities. In Massachusetts, an employee has a viable claim for wrongful discharge if they have a reasonable belief that they are preventing a violation of law. An employee who complains internally that his employer allegedly violated a criminal statute will, more often than not, have a claim for wrongful violation of public policy.

Employers must be conscious of when employees make complaints about possible violations of the law, and be cautious of terminating employees who refuse to conform to a company policy or engage in some action because they believe they are preventing a violation of law.

However, the tide turns when an employee takes things a step further and disseminates confidential information to the media or a competing organization. In the situation of Facebook, before Haugen resigned from Facebook, she copied thousands of pages of confidential documents and shared them with the SEC and Congress, but also with the Wall Street Journal, which in turn, authored a series of articles containing the classified information. Although sharing the information with the Journal does not make Haugen’s actions any less heroic, it may muddy the waters when it comes to what protections she is afforded under whistleblower protection and applicable state law.

Releasing information to media outlets or competing organizations can be in violation of many non-disclosure agreements entered into between the employee and employer during the onboarding process. Because most non-disclosure agreements exclude disclosure only to agencies like the SEC and Congress, employers can explore legal recourse through vehicles like breach-of-contract claims. Typically, non-disclosure agreements require employees to return or destroy confidential documents prior to or immediately after either party terminates the employment relationship. Essentially, non-compete agreements are structured to allow employees to utilize their legal right to report potentially illegal activity or policies within their company while protecting the employers’ legal rights and interest by limiting the types of disclosures allowed.

Should an employer choose to pursue a claim against an employee or former employee for exceeding the bounds of protected activities as outlined by whistleblower regulations and state laws, the employer may seek as damages any severance paid at the time of departure, private pension accrued by the former employee, stock options paid in connection to employment, and general monetary damages.

If you find yourself as an employer in a similar situation, be sure to consult with your labor employment counsel before moving forward with any employment action.

 

Jeremy Saint Laurent, Esq. is a litigation attorney who specializes in labor and employment law matters at the Royal Law Firm LLP, a woman-owned, women-managed corporate law firm that is certified as a women’s business enterprise with the Massachusetts Supplier Diversity Office, the National Assoc. of Minority and Women Owned Law Firms, and the Women’s Business Enterprise National Council; (413) 586-2288; [email protected]

 

Smith & Wesson’s Decision to Relocate Reverberates Through Western Mass.

By
State Sen. Eric Lesser
Manufacturing Special Coverage

The Shot Heard ’Round the Region

Smith & Wesson’s recently announced plan to move its Springfield operations to Tennessee came as a shock to many — the 165-year-old company has been part of the city’s fabric, and the region’s rich manufacturing history, for generations. Amid questions about the gunmaker’s reasons for moving — the company cites proposed state legislation targeting its products, while some elected officials say it’s more a case of corporate welfare and a better deal down south — the most immediate concerns involve about 550 jobs to be lost. The silver lining is that, with some concerted effort, most of those individuals should be able to find other work locally in a manufacturing landscape that sorely needs the help.

 

In the wake of the announcement that Smith & Wesson will be moving its corporate headquarters from Springfield to Maryville, Tenn., questions and discussions have arisen on many levels.

These concern everything from how and when this decision came about to how aggressive Tennessee was in courting this major employer, to whether there were any major deciding factors in that decision beyond what has been stated repeatedly by the company — specifically, proposed state legislation that would ban the manufacture of most of the automatic weapons now made by Smith & Wesson.

But as the dust settles from that bombshell announcement, the lingering questions concern just what the region and the state have lost from the relocation of this company, one that can trace its roots back to 1856.

And the answers to that question don’t exactly come easily.

Western Mass. will lose roughly 550 jobs, according to the information released by the company — a significant number, to be sure, but economic-development leaders are quick to point out that just about every manufacturer has a ‘help wanted’ sign on the door, either figuratively or quite literally, and that any one of those Smith & Wesson employees who doesn’t want to relocate to Tennessee can find employment in the 413 quickly and easily (much more on that later).

“The reason they’re here, and the reason a lot of the jobs will remain here, is that you have a high-quality workforce. And that is probably the biggest issue companies are looking at right now. As a region, and as a state, we’re still a good place to do business.”

Meanwhile, the region will also lose a number of C-suite-level employees from the company that were involved in the community, sat on area boards and commissions, and engaged in philanthropic activity.

“They’re tied to the community,” said Richard Sullivan, president and CEO of the Western Massachusetts Economic Development Council (EDC). “And I think that, sometimes, those aspects of what it means to have a headquarters, the CEOs, and the team at any company get lost; it’s the tieback to the community, because they’re truly vested in the community and want to see it be the best it can be.”

Meanwhile, even though Smith & Wesson handguns and other products will still be made here, and we’re told they will be stamped ‘made in Springfield, Mass.,’ or words to that effect, the region will lose a certain amount of civic pride, if that’s the right term, that comes from having a large employer — and one of the most recognizable brands in the world — headquartered in the City of Homes. Indeed, many would say this company is part of not only the history, but the very fabric of the city.

State Sen. Eric Lesser

State Sen. Eric Lesser says Smith & Wesson’s decision to relocate its headquarters and some operations may actually be a blessing in disguise on some levels.

However, those we spoke with said the region and city are unlikely to lose momentum when it comes to attracting employers and jobs, or its reputation as a manufacturing hub.

Indeed, Sullivan used the phrase “one-off” to describe Smith & Wesson’s decision, drawing a distinction between this pending departure and a much larger exodus, headlined by General Electric, that befell Connecticut several years ago.

“The reason they’re here, and the reason a lot of the jobs will remain here, is that you have a high-quality workforce,” he explained. “And that is probably the biggest issue companies are looking at right now. As a region, and as a state, we’re still a good place to do business.”

State Sen. Eric Lesser, who represents Springfield and several neighboring communities and serves as chair of the state’s Manufacturing Caucus, agreed, and then went further, noting that, amid some obvious losses, there are also some possible benefits to Smith & Wesson’s decision. He even used the phrase “potential blessing in disguise,” mostly to reference opportunities that other area manufacturers may have to stabilize and grow their ventures by hiring displaced S&W workers.

“Sometimes, when one door closes, another one opens, and this may be one of those times,” he told BusinessWest. “We have a very real economic challenge in terms of making sure that those 550 families are taken of. But this is a long-term horizon — they’re not doing this until 2023. Luckily for those families, the manufacturing sector is very hot, and really, almost every company in that sector, including companies right in that immediate neighborhood where Smith & Wesson is located, are looking for people.”

Lesser is one of many elected leaders who are not buying into Smith & Wesson’s contention that it’s moving its headquarters because of the pending legislation. He echoed comments from Massachusetts House Speaker Ronald Mariano, who told the local press that “prudent business people don’t make major decisions, especially a decision that puts hundreds of people out of a job, based on one of the thousands of bills filed each session.”

“The politics of Massachusetts have been the way they are for a very long time, and at the very same time that they announced a move in Springfield, they also announce they’re closing operations in Missouri, a state that has very lax gun laws.”

Lesser, noting the very attractive deal offered to Smith & Wesson by Tennessee, said the company’s motivation for relocating probably has little to do with Bay State politics. “This is more of a classic corporate-welfare story than it is anything else.”

Which is why it shouldn’t impact Springfield’s reputation as a manufacturing hub or its long-term potential to become more of one, noted Tim Sheehan, the city’s director of Planning & Economic Development.

“In this type of industry, Springfield has had a long history, and the skill levels in this area of manufacturing have been noted throughout the Connecticut River Valley,” he said. “I don’t think this sends a message about the city of Springfield — it’s a broader message.”

 

Targeted Response

The press release arrived in the inboxes of media outlets in this region — and well beyond — at 9:05 a.m. on Sept. 30. The headline over the top read “Smith & Wesson to Relocate Headquarters to Tennessee,” followed by the subhead, “Move includes headquarters and significant portion of operations due to changing business climate for firearms manufacturing in Massachusetts.”

The release went on to quote Mark Smith, president and CEO of the company, saying, “this has been an extremely difficult and emotional decision for us, but after an exhaustive and thorough analysis, for the continued health and strength of our iconic company, we feel that we have been left with no other alternative.”

He specifically cited legislation recently proposed in Massachusetts that, if enacted, would prohibit the company from manufacturing certain firearms in the state. “These bills would prevent Smith & Wesson from manufacturing firearms that are legal in almost every state in America and that are safely used by tens of millions of law-abiding citizens every day exercising their constitutional Second Amendment rights, protecting themselves and their families, and enjoying the shooting sports. While we are hopeful that this arbitrary and damaging legislation will be defeated in this session, these products made up over 60% of our revenue last year, and the unfortunate likelihood that such restrictions would be raised again led to a review of the best path forward for Smith & Wesson.”

The path taken — to Tennessee’s Blount County, which proudly describes itself as a “Second Amendment sanctuary” — is similar to the one taken by Troy Industries, the West Springfield-based maker of a wide array of guns and related products, which announced a move to Tennessee back in May.

So while there is precedent and the relocation sounds like part of a movement, many elected officials, including Lesser, were not exactly buying the company’s stated reason for leaving.

In fact, he referred back to that same press release for some evidence. In it, the company said it was also relocating its distribution operations in Columbia, Mo. to the new, $120 million facility in Maryville.

“I don’t believe their rationale why they’re leaving,” he went on. “The politics of Massachusetts have been the way they are for a very long time, and at the very same time that they announced a move in Springfield, they also announce they’re closing operations in Missouri, a state that has very lax gun laws.”

The bill calling for a ban on the manufacture of certain assault weapons, Lesser noted, “has been filed for years and years. And 6,000 bills are filed every year on every conceivable topic; as the speaker said, for a company to make a decision of this magnitude off of one filed piece of legislation doesn’t make any sense.”

Sullivan said there’s no doubt that Tennessee, and probably other, more gun-friendly states and regions, aggressively pursued Smith & Wesson because … this is what they do.

“The states are actively working every day to get companies to move to their state,” he said. “They offer big incentives, and I have no idea what their package was or wasn’t, but they can show a business-friendly attitude, and in this case, they can show an atmosphere that is more comfortable around Second Amendment issues.”

 

Another Shot at Employment

While the company’s reasons for leaving have come into question, the loss of 550 jobs locally is real, and that has become the focus of attention for many elected officials and area agencies, who have pledged to help secure new employment opportunities should these individuals decide not to relocate to Tennessee.

“Our first issue of concern is for the employees, enduring that they have a landing spot, in either a job performing the same task or something that’s similar,” Sheehan told BusinessWest. “A number of manufacturing businesses have reached out already, to MassHire and the mayor’s office, about recruitment of those folks.”

It helps, he added that no one is losing their job immediately, with the move not scheduled to be complete until 2023.

“It’s not happening tomorrow, so we have time to plan for this,” he added. “But it’s an unfortunate situation, obviously — they’re good manufacturing jobs that are housed in Springfield, and we would have liked them to stay in Springfield.”

Like others we spoke with, Sheehan said this is a conducive market to find new employment in manufacturing, he doesn’t want the fate of hundreds of workers left to the whims of that market, so a coordinated effort is in order, involving MassHire Hampden County, the EDC, and city officials, to coordinate a response that helps people identify, train for, and succeed in new jobs.

“With any type of upheaval like this, it’s distressing,” he noted. “Our focus is to try to ensure as little economic uncertainty as possible for these employees.”

Dave Cruise, president and CEO of MassHire Hampden County, said his agency is treating Smith & Wesson’s announcement as a reduction in force, or RIF, and not a plant closing, because the plant isn’t closing — 1,000 jobs will remain here in Springfield.

But it’s an unusual RIF in that the jobs won’t officially be lost for roughly two years, until the company builds and moves into its new facilities in Tennessee. At present, Cruise’s agency is awaiting more information from Smith & Wesson on the specific nature of the jobs to be moved before putting in place a formal plan of action to assist those employees impacted by the decision.

“We have a team of people that we deploy whenever we have this type of situation,” he explained. “Right now, we’re looking to gather a little more information — we don’t much more than what we read in the papers — and whenever they sort that out, I’m sure we’ll be able to work with them and see how we come at this.

“It’s hard for us to move forward because it’s still pretty raw,” he went on. “And I’m sure they’re working hard to determine exactly who is being impacted by this. When we know more, we’ll be able to put in motion what we normally do in these situations.”

 

Loaded and Locked

While elected officials and economic-development leaders have voiced concern about the jobs to be relocated and have made assisting those workers their top priority, S&W’s announcement comes at a time when companies across every sector, and especially manufacturing, are struggling to find qualified workers.

In fact, many are already sending inquiries to Lesser’s desk, Cruise’s office, and other destinations about when and how such workers might be become available long before Smith & Wesson departs for Tennessee.

Indian Orchard-based Eastman Corp., a maker of car windshields and a host of other products, issued a statement through Springfield Mayor Domenic Sarno’s office announcing it is ready, willing, and able to hire some of those being displaced.

“We appreciate the opportunity through Mayor Sarno and his administration to begin to discuss the possibility of members of Smith & Wesson’s skilled labor force considering positions at Eastman in the future,” wrote Plant Manager Shawn Pace. “When those workers and Smith & Wesson are ready, we want them to know that we are here and want to be helpful. Eastman continually reviews its business and workforce strategies to remain competitive and to ensure our long-term success. Like many, we are still learning about Smith & Wesson’s announcement. Eastman stands ready to offer any assistance that Mayor Sarno, his administration, and Smith & Wesson deem appropriate.”

Many other companies are similarly positioned to absorb workers whose jobs are being relocated to Tennessee, said Lesser, reiterating his thoughts about this possibly being a blessing in disguise for the region and especially its precision-manufacturing base.

“I got a lot of inquiries from people all over the state who are in the private sector who are eager to expand and eager to hire people, including some very fast-growing industries like life science, biotech, and robotics,” he told BusinessWest, adding that, while 2023 is two years away, many of the companies looking for help are on a strong growth trajectory, and still will be two years from now.

Elaborating, Lesser cited the tone set the state’s recent Manufacturing Mash-Up event in Worcester late last month, a day-long gathering of those in precision manufacturing.

“We had hundreds of companies from across the state, including a lot from Western Mass.,” he noted. “And they were all saying that they’re busier than they ever have been, business has never been better, and they’re all looking to hire people. And a lot of these companies are in really fast-moving, high-growth areas — robotics, life sciences, medical devices, clean energy.

“We have to react swiftly and make sure those 550 families are taken care of,” he went on. “But it’s also important for people to see the big picture.”

Sullivan agreed.

“I understand that not every manufacturing job can be plug-and-play,” he noted. “But right now, any company that does any kind of manufacturing work is looking to hire. I’m optimistic that everyone who chooses not to move with Smith & Wesson will be able to find a job. That won’t mean that their lives aren’t interrupted, but there are opportunities within this region for them.” v

 

George O’Brien can be reached at

[email protected]

Here’s What Businesses Need to Know About Vaccination Mandates

By Contributor
Law Special Coverage

President Biden’s COVID-19 Action Plan

President Biden has issued a comprehensive plan that orders employers with 100 or more employees to mandate vaccination for their workers and requires other groups of employers to do the same. The clock is ticking on these orders, and there are many unanswered questions as well as lawsuits filed. Here’s what business owners and managers need to know.

By Marylou Fabbo, Esq. and John S. Gannon, Esq.

 

Last month, President Biden issued a bold new action plan aimed at attacking COVID-19 and fighting the dangerous Delta variant. The plan orders employers with 100 or more employees to mandate that their workers get vaccinated. Similarly, the president’s plan requires the following groups of employees to be vaccinated: those working on federal government contracts (or subcontracts), healthcare workers, and federal government workers.

Not surprisingly, many businesses and politicians are unhappy with these mandates, and one state has already filed a lawsuit against the Biden administration challenging the plan and asking the court to declare it unconstitutional. Here are some takeaways for businesses as they prepare for the novel vaccine mandate.

 

Biden Administration Mandates Vaccinations

On Sept. 9, the president announced steps that his administration is taking to boost the economy by reducing the spread of COVID-19. One step is called “Path Out of the Pandemic: President Biden’s COVID-19 Action Plan” (more information can be found at www.whitehouse.gov/covidplan).

Marylou Fabbo

Marylou Fabbo

John S. Gannon

John S. Gannon

The action plan directs the U.S. Department of Labor’s Occupational Safety and Health Administration (OSHA) to issue an emergency temporary standard (ETS) that requires all employers with 100 or more employees to ensure their workers are either fully vaccinated or get tested weekly for COVID-19. Employers will also be required to provide paid time off to employees to get vaccinated and recover from any side effects from the vaccine.

The Biden administration estimates this will impact more than 80 million workers in private-sector businesses. Employers that fail to comply with the ETS will face enforcement actions from OSHA, which may include fines up to $13,653 per violation. So, if a workforce with 100 or more employees has 10 unvaccinated workers who are not testing weekly for COVID-19, the business could be looking at a fine of well over $100,000. This is no slap on the wrist.

Additionally, the president signed two executive orders requiring federal employees and federal contractors (and subcontractors) to get vaccinated, regardless of employee size. There is no weekly testing exception for these employees. Employees working on or in connection with a federal contract, including subcontractors, must be fully vaccinated by Dec. 8.

Employees who cannot get vaccinated due to a sincerely held religious belief or disability may be entitled to an accommodation from these requirements. However, it is up to the employer to determine whether medical and/or religious exceptions are legally permissible.

Unfortunately, there are a lot of unanswered questions out there. For instance, who will pay for the testing and vaccinations — the employer or the employee? And if an employee decides to opt for the weekly testing option, is the time spent traveling to and from the vaccination site considered hours worked for payroll purposes? What about the time taking the test? Under Massachusetts law, there appears to be an argument that this is, indeed, time worked for wage-and-hour purposes. Also, will employers who pay for testing be eligible for some sort of tax break if this needs to be paid time? Stay tuned, as we expect more guidance on these topics.

 

When Can Employers Expect the OSHA Standard to Be Issued?

Right now, this is anyone’s best guess. It has been about a month since President Biden announced his action plan. Assuming OSHA has been working on the ETS for a few weeks now, we anticipate it will be released sometime next month, and almost certainly before the end of 2021. Once the ETS is released, employers will likely have a short window (maybe 30 or 45 days) to get into compliance.

 

What Should Employers Do Now?

Business with employees working on federal contracts or subcontracts need to act right away if they have not started taking steps to ensure compliance. The Dec. 8 deadline for federal contractors is not that far away, and anyone who takes a vaccine that requires two shots (i.e., a Pfizer-BioNTech or Moderna COVID-19 vaccine) needs to await several weeks after the first shot to get the second. And full vaccination, regardless of whether it’s a one-dose or two-dose vaccine, is not achieved until two weeks after the final dose.

We suggest that businesses with 100 or more employees put their workforce on notice soon that the OSHA emergency standard will require everyone to get vaccinated. Businesses need to gauge how challenging compliance might be if and when the mandate goes into effect.

If your workforce population is around 80% or 90% (or higher) fully vaccinated, compliance might not be daunting. If your rates are closer to 50% or 60% (or lower), you need to start thinking about implementing the mandate soon, and planning for weekly testing options now. You also want to give employees a head start if they need to raise medical or religious objections to vaccination. Employers should have medical and religious exemption forms on file to provide to provide to employees who raise objections.

 

Legal Challenges

As mentioned above, one state has already challenged the Biden vaccination plan in a legal forum. The state of Arizona filed a lawsuit last month asking a federal court in Arizona to declare the vaccine mandates unconstitutional. The lawsuit contends that the Biden administration does not have authority under the U.S. Constitution to require vaccines.

Similar challenges to past emergency OSHA standards have had mixed results. The legal standard is high: OSHA must demonstrate that workers are in “grave danger” to justify issuing emergency temporary standards. With global COVID-19 deaths recently hitting 5 million, it seems to these authors that OSHA will be able to satisfy the ‘grave danger’ standard.

 

Marylou Fabbo and John Gannon are attorneys at the firm Skoler, Abbott & Presser, P.C., in Springfield, who both specialize in employment law and regularly counsel employers on compliance with state and federal law; (413) 737-4753; [email protected]; [email protected]

Hall of Fame Looks to Be a Bigger Player in Events Market

By
John Doleva stands in Center Court at the Hall of Fame
Special Coverage Tourism & Hospitality

Taking Its Game to a New Level

Hall of Fame President and CEO John Doleva

Hall of Fame President and CEO John Doleva

John Doleva says that, when it comes to bar mitzvahs — and probably bat mitzvahs, for that matter — there has always been an informal type of competition among those young people (and their families).

“From what I understand, each bar mitzvah has to outdo the last one that your kid went to,” said Doleva, president and CEO of the Naismith Memorial Basketball Hall of Fame. “And we think we have the right venue to outdo that last one.”

This phenomenon is just one of many factors working in the favor of the Hall as it tries to up its game when it comes to an always-important part of the business plan but one that has never really lived up to all its promise — events. Others include location, the popularity of basketball, and the lure of being in that sport’s shrine.

The biggest of these factors, though, is the refurbished Hall itself. Indeed, as the leadership team at the shrine blueprinted a massive, far-reaching, $25 million renovation of the facility, they did so with the goal of making it a more attractive venue for everything from those bar and bat mitzvahs to weddings; from corporate meetings to memorial services.

“When we the redid the museum, we designed it first to be a great museum experience, but we also looked at every gallery, every presentation, and every interactive with the opportunity to integrate it with someone coming in and doing a corporate fundraiser, a corporate meeting, a wedding, a bar mitzvah, you name it,” he told BusinessWest. “It’s a very important part of our business, and we want to see it grow.”

“You can really be different — it’s a fun environment. We can alter the lighting and do lots of different things. Rather than just the four walls of an institution, you have a special theme here.”

And while COVID-19 is certainly limiting the pace of progress when it comes to this all-important revenue stream in some obvious ways, especially with the emergence of the Delta variant, the early returns on the Hall’s status as an event venue are quite positive, and the outlook for the future — when COVID is far less of a hindrance — is quite bright.

“The facility lends itself to just about any kind of event,” Doleva said. “We’re in a great position to be ‘that place’ when we come out of all this and nonprofits need to have that all-important fundraising dinner or awards ceremony or celebration. I think the Hall of Fame is poised to be a very special place to do that.”

For this issue and its focus on tourism and hospitality, BusinessWest talked with Doleva about the Hall’s efforts to build this side of its business and how it is working to court many different kinds of event planners — literally and figuratively.

 

Points of Interest

Perhaps the best evidence of the Hall’s emergence as an event venue and its promise moving forward, Doleva said, came at the recent induction ceremonies for the class of 2021.

The actual enshrinement festivities took place at the MassMutual Center, but before that, there was a party for roughly 1,000 people at the Hall, one that became a sort of proving ground when it comes to the many steps taken to bring more events to the facilities on West Columbus Avenue.

John Doleva stands in Center Court at the Hall of Fame

John Doleva stands in Center Court at the Hall of Fame, outfitted with a new 14-by-40-foot video screen.

“We consciously forced people up into the museum rather than being in the lobby and on Center Court, where typically people would be,” he explained. “We wanted to show it off, so we expanded our food and drink offerings up into the museum, and it was a smash hit. It was so great to see everyone in the basketball community enjoying the Hall of Fame, enjoying the technology, the exhibits — just having a great time.

“We actually had a tough time getting people out of here and over to the MassMutual Center for the ceremonies — we had a couple of late buses leaving here,” he went on. “That just underscored the opportunity that we have ahead of us.”

Indeed, the game plan — yes, that’s another sports term — moving forward is to use all the facilities at the Hall, including a new Kobe Bryant exhibit and another new exhibit that enables visitors to virtually become part of TNT’s NBA broadcast crew, to attract a broad array of events.

That list of amenities includes a renovated theater, Center Court with its new 14-by-40-foot screen, the exhibits, catering from Max’s Tavern, and the full package that is now available to businesses, nonprofits, and wedding parties alike.

This is what the leadership team at the Hall had in mind as it blueprinted its renovations — a facility that would be a museum, first and foremost, but also a different kind of event venue.

“We saw the business develop with the old Hall of Fame, before our renovations,” Doleva said. “And we knew, with the redesign and the technology we had, that we could expand that business; with this iteration, it’s by design to be a function venue as well as a great sports-history museum.”

Doleva told BusinessWest that bookings have been solid over the past several months, but COVID has forced some event planners to pause and put some gatherings on hold. He mentioned a local healthcare provider that has rescheduled an event planned for this fall as one example.

Center Court at the Hall has hosted many types of events

Center Court at the Hall has hosted many types of events, including weddings, and with the recent renovations, the goal is to draw more of these receptions.

But, overall, the outlook is positive as event planners continue their quest for something new and different, even during COVID.

“I see smaller organizations wanting to bring people together, and do it in a different kind of venue that’s uplifting and exciting,” he said. “The Hall of Fame, being all brand-new, is very entertaining for people.”

That goes for wedding parties, he noted, adding that, while the Hall has hosted such receptions for years now — his niece was married there well before the renovations — there is now potential to handle more of them.

“You can really be different — it’s a fun environment,” he noted, adding that wedding parties can be, and often are, introduced in the same manner that NBA players are. “We can alter the lighting and do lots of different things. Rather than just the four walls of an institution, you have a special theme here.”

 

Net Results

It’s a theme that resonates with sports fans of all ages and especially young people, he went on, circling back to those bar mitzvahs, which the Hall is booking in ever-growing numbers.

“It’s a wonderful place to have a bar mitzvah because it’s sports-oriented, it’s very friendly for the kids, and there’s lots to do,” Doleva noted. “There’s lots of energy.”

That energy is projected to translate into more bookings, more business, and an overall improved game for what has always been part of the business plan at the Hall, but can now be a much bigger player.

 

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

Opportunities Abound for Graduates of Cybersecurity Programs

By
Brian Levine says the UMass Cybersecurity Institute
Cybersecurity Special Coverage

Threat Level: Constant

Brian Levine says the UMass Cybersecurity Institute

Brian Levine says the UMass Cybersecurity Institute’s work is “security for the common good.”

 

Make no mistake, we live in an increasingly interconnected world, and the technology that makes that possible is always under threat from those who would mine, expose, and exploit data — often in life-altering ways. So while it’s no surprise that the cybersecurity field is rife with job opportunity, exactly how much opportunity (a half-million open jobs nationally, according to one study) may still raise eyebrows. Area universities with cybersecurity degree programs hope those statistics also raise interest in a challenging field that offers good pay and the chance to do some truly meaningful work.

It’s impossible to envision a world that doesn’t need cybersecurity, Brian Levine said, and that’s not exactly good news.

“I don’t think there’s any way this will go away, unfortunately,” he said, after listing common threats ranging from malware and ransomware attacks to massive breaches of consumer data. “It’s an ever-present problem. So what we do here is really important.”

He was referring to the UMass Cybersecurity Institute on the Amherst campus, which launched in 2015 with the mission of advancing what it calls “security for the common good,” said Levine, the institute’s director. For example, he has worked over the past decade to build tools used by law enforcement around the country — and the world — on cases of internet-based child sexual abuse (for example, the sharing of exploitative photographs).

“That’s a privacy issue, and a forensics issue,” he said, stressing that the institute’s researchers never lose focus on the human benefits of their work — in other words, it’s never just a technical exercise.

“The courses we offer are influenced by research that we do,” he went on. “We have a lot of pride in moving the research we’re doing into the classroom.”

That high-impact work is appealing to many who enter this profession, but one of the most obvious draws is the career opportunity. Matt Smith, director of Cybersecurity programs at Bay Path University, noted that a half-million jobs in cybersecurity are open across the U.S. — more than 20,000 of them in New England, and roughly two-thirds of those (13,389, according to the national CyberSeek research project) in Massachusetts — the 12th-highest total among all U.S. states.

“The industry is changing so rapidly.Turn on the news — one day they’re talking about ransomware, another day it’s the Colonial Pipeline attack … it’s all about security. So, workforce in this industry is in demand.”

“The industry is changing so rapidly,” Smith said. “Turn on the news — one day they’re talking about ransomware, another day it’s the Colonial Pipeline attack … it’s all about security. So, workforce in this industry is in demand.”

That’s the other side of the ‘bad news’ coin — at least for people who want to make a career of defending against threats that will only continue. “It’s real job security, with high starting salaries. You’re going to retain employment and have opportunities to upscale.”

Reflecting the many different niches in cybersecurity, Bay Path offers three undergraduate degrees in the field — digital forensics and incident response, information assurance, and risk management — as well as a master’s degree in cybersecurity management.

“We renew the courses every time we go live, sometimes two times a year,” Smith said. “Every time it’s being presented to another cohort, we look at the information being presented and decide if it’s still applicable, or how it can be improved upon.”

Matt Smith says the constantly evolving nature of threats means job security

Matt Smith says the constantly evolving nature of threats means job security and advancement opportunities for today’s cybersecurity professionals.

For example, “the Colonial Pipeline incident hadn’t happened two years ago — so, let’s talk about that this year and remove something else from the course. We’re always going through the courses, tweaking them, fine-tuning them, and I think that sets us apart from other universities. We handpick the material we incorporate, and we update it, and we use the best forensic software we can.”

And that’s a challenge, said Beverly Benson, Cybersecurity program director for the American Women’s College, Bay Path’s all-online arm, which offers intensive, accelerated versions of the undergraduate cybersecurity programs taught at the main campus.

“I am constantly doing research on threats, making sure my curriculum and content is fresh, because the reality is, those individuals who are trying to attack systems, they don’t take vacations,” she told BusinessWest. “We need to stay abreast of everything to make sure students are getting as up-to-date a curriculum as possible.”

The industry’s constantly evolving nature makes it attractive to many career seekers, she added.

“It’s not a repetitive type of field. There may be a framework to adhere to, but as technology advances, so does the work that needs to be done. Our world is becoming more connected and interconnected, and data is everything. Think about the gadgets in our homes — even washing machines, dryers, and stoves are connected to the internet. We need people to understand how to keep that data safe.”

For that reason, Benson went on, “cybersecurity touches everyone, whether it’s healthcare, financial services, food service, the travel industry, the Department of Defense, you name it. We’re a very interconnected world, and we’re able to do things faster because of data — so we need to protect that data, whether it’s at rest, in transit, or in use.”

 

Defending Data

Levine listed a number of ways the cybersecurity research — and classwork — at UMass affects real people.

“One professor looks at ensuring that people have censorship-free access to information on the internet, which can be very important if you’re a dissident in a country that has censored or filtered it,” he said. “Another professor works with differential privacy, and his technology is being used by the U.S. Census.”

That term refers to technology that allows the government, corporations, or anyone else to release statistical information while not exposing people’s individual data.

Beverly Benson

Beverly Benson

“It’s not a repetitive type of field. There may be a framework to adhere to, but as technology advances, so does the work that needs to be done. Our world is becoming more connected and interconnected, and data is everything.”

“One problem with studies that collect information about you and release it later is the possibility that someone’s personal details can be inferred by looking at the data set,” Levine said, noting that differential-privacy measures ‘fuzz’ the information so the statistics are accurate, but don’t reveal information about any one person.

“We have courses on what some people call ‘ethical hacking’ — how to analyze a computer for its vulnerabilities and learn to defend those vulnerabilities. It’s teaching students to be white hats,” he explained, adding that other classes delve into reverse-engineering security, digital forensics, ethics and law, and securing distributed systems — which, these days, means cryptocurrency.

“Cryptocurrencies are one of the hardest challenges — no one is in charge, and people are exchanging things of value,” Levine said, adding that, whatever the topic, UMass brings in experts with practical experience in the field to teach students. “We don’t want everything taught from an ivory-tower point of view. And we want to teach techniques that will survive past graduation in a quickly evolving field. It’s not just computer science.”

At the American Women’s College, Benson said the average age of a cybersecurity student is 35, many no doubt drawn by the expansive opportunities in the field. “We have career changers, we have people in IT fields who are looking to specialize, and some are new to it, looking to learn more about cybersecurity and join the workforce.”

She’s also gratified that the program is making a small dent in what is currently a male-dominated workforce, to the tune of 80%. Part of the pitch, she said, is the reality that work in this field is wildly varied.

“We have the opportunity to demystify cybersecurity,” she said. “I explain to our women that cybersecurity is more than someone being in a basement coding. Part of cybersecurity is things like risk management, which can be a more consultative approach, helping someone understand assets, risks, and how to protect against vulnerabilities. Those are not technical skills; those are essential business skills.”

Smith agreed. “This hits on financial services, healthcare, government, you name it. Every industry has been affected in one way or another by cybersecurity.”

He should know, having worked in a number of sectors, ranging from the Pentagon to the financial-services world, and he often calls on professionals who actually work in those fields to bring their real-world expertise to Bay Path students. “A lot of programs are computer-science-driven; they’re experts in coding and programming. When you jump into cybersecurity, it’s a different animal.”

Introducing more women into the field, and all the sectors it influences, would be a healthy development, he said.

“I’m the program director, but also their cheerleader,” Benson agreed. “They know my motto is ‘dare to dream,’ and having a diverse workforce will bring about diversity of thought, diversity of problem solving, diversity in the ways people will collaborate. And I think that’s so needed.”

 

Making Connections

Another needed element is networking and making connections in the field early, Smith said. Many Bay Path students take advantage of a Mass Cyber Center mentorship program, working with large companies like Baystate Health, Travelers Insurance, and MassMutual.

“Networking doesn’t happen only when you go to conferences,” he said in explaining the value of such programs. “And most employers, after an internship, offer something on the spot — they’ll say, ‘please, when can you start?’”

That’s huge for new graduates, who typically enter the work world in significant debt. “We’re one of the industries that actually tackles that cohesively. We’re actually getting them employed at a very high-level-paying job, thus cutting down on student debt,” Smith noted, adding that a graduate’s employer will often pay for further education as well.

Speaking of connecting students with careers, the UMass Cybersecurity Institute recently secured a renewal of its CyberCorps Scholarship for Service program, sponsored by the National Science Foundation, which began in 2015.

The latest grant will support approximately 31 scholars at the undergraduate and graduate levels in the university’s computer science and electrical and computer engineering degree programs by offering them full tuition and fees, a stipend ranging from $25,000 per year for undergraduates to $34,000 per year for graduate students, and a professional-development fund for one to three years of their degree program. In addition, students complete an internship at a federal agency during the summers and, upon graduation, work full-time at a federal agency in a cybersecurity role for one to three years at full pay and benefits. Then they’re free to move on, but many don’t.

“We’ve done this for 34 students already, and the vast majority have stayed in the government after their service period is up,” Levine said, noting that federal opportunities range from working at the Pentagon to protecting land and wildlife with the Environmental Protection Agency; from tracking down cybercriminals with the FBI to joining the Cybersecurity and Infrastructure Security Agency, which swoops in to manage ransomware attacks.

“This program will help create a new generation of cybersecurity professionals and researchers to address novel and challenging problems facing society,” said Sanjay Raman, dean of the College of Engineering at UMass Amherst. “These students will help to modernize the executive-branch workforce, advance science and technology at government laboratories, and secure our national defense.”

It’s that kind of real-world impact that inspires those who teach the next generation of cybersecurity pros.

“This is why I get up in the morning,” said Bay Path’s Smith, who worked in counterintelligence around the time of 9/11 and remembers how the world changed. “We did a lot of things to protect our country, and I’m proud of that. Now, I want to give back to the students and help them pick up some of the stuff I’ve learned, so they can excel in a workforce that’s begging for anybody with interest in their field.”

His job, and that of his department, is to stay at the forefront of developments in the field — and, again, they are constant — and continue to hone and evolve the program so it remains relevant and on the cutting edge.

“We want our students to stand out in the industry and get hired,” he said. “And we’ve been very fortunate — our students are landing some amazing jobs.”

 

Joseph Bednar can be reached at [email protected]

North Adams Pursues Return to Normalcy

By Contributor
Mayor Thomas Bernard
Community Spotlight

Community Spotlight

By Mark Morris

Mayor Thomas Bernard

Mayor Thomas Bernard is gratified to see events like the FreshGrass Festival and the Fall Foliage Parade return to North Adams.

While North Adams tries to return to familiar norms, many are prepared to adjust if new pandemic concerns arise.

That’s the perspective of Mayor Thomas Bernard, anyway, who said his community has slowly and cautiously taken steps to bring back the positive routines of daily life.

“The moment that stands out for me is our first concert at Windsor Lake in early to mid-June,” Bernard said. “There were people who hadn’t seen neighbors and friends for more than a year. The sound of kids laughing and playing, great music, the spirit was unbelievable.”

More recently, he pointed to MASS MoCA’s FreshGrass Festival in September as an example of holding a popular event and exercising caution, as attendees had to show proof of vaccination or a negative COVID-19 test before entering.

“Returning to these events is the fulfillment of the promise we made to each other when things were shutting down — that we would be back,” Bernard said.

Though no one can predict what the future holds, Nico Dery said North Adams businesses are prepared to make a quick pivot if necessary.

“Businesses now have COVID plans in place that were developed from an entire season of figuring out what worked and what didn’t,” said Dery, business development coordinator for the North Adams Chamber of Commerce.

The city was the site for a robust vaccination effort that began in January and ran through June, during which time volunteers at the Northern Berkshire regional vaccination center held 40 clinics and administered nearly 25,000 vaccines to residents.

Right now, the vaccination rate in North Adams is around 65%, but that percentage does not reflect a fair number of residents who received their vaccine in Vermont or New York, the mayor pointed out. With North Adams located in the northwest corner of the state, the borders to both adjacent states are easily accessible.

“However you figure it, I’m not going to be happy until the numbers get above 80%,” he added.

“I’m optimistic and believe we’re going to have a great foliage season. Many businesses I’ve spoken with are preparing for lots of visitors this fall.”

Members of the regional emergency-planning committee who ran the COVID-19 operations center were honored at the 65th annual Fall Foliage Parade on Oct. 3.

“Everyone who was involved in the public-health response and the vaccination efforts are the folks who will be celebrated and honored as a sign of how far we have come,” Bernard said the week before the event — and a year after the parade was cancelled due to the coronavirus.

“The theme of this year’s parade was “Games, Movies, Takeout” — “everything that kept many of us going during the darkest times of the pandemic,” the mayor added.

 

No Summertime Blues

Businesses in North Adams experienced what Dery called a “great summer,” with lots of visitors exploring the Berkshires.

“In the past, we had seen many people come here from New York City, but because of COVID, we’ve seen a big increase of people from the Boston metro area,” she noted, crediting the increased visitor traffic to people choosing to forgo a European or cross-country vacation and instead stay closer to home.

Emilee Yawn and Bonnie Marks, co-owners of the Plant Connector

Emilee Yawn and Bonnie Marks, co-owners of the Plant Connector, recently shared this photo on social media depicting their opening day last fall.

“I’m optimistic and believe we’re going to have a great foliage season,” she added. “Many businesses I’ve spoken with are preparing for lots of visitors this fall.”

North Adams has also seen a number of businesses open during the pandemic. Bernard pointed to the Clear Sky Cannabis dispensary, which opened in March, and the Bear and Bee Bookshop in June.

The Plant Connector opened in September 2020 before vaccines were available. Emilee Yawn, a co-owner of the shop, heard from naysayers who said North Adams was a tourist destination and, since there were no tourists during the pandemic, no one would come in.

However, “from the moment we opened, we’ve been bustling,” she said. “I had been growing plants in my one-bedroom apartment, and in no time, we had sold 120 plants. We had to quickly find a wholesaler and become a real business.”

Yawn and co-owner Bonnie Marks met at Jacob’s Pillow Dance Festival, where Yawn was office manager and Marks was a bookkeeper. When Yawn was laid off at the beginning of the pandemic, the idea of a store to promote their mutual passion for plants became more real.

Recently celebrating the first anniversary of the Plant Connector, Yawn noted that, since the opening, more than 6,700 people have walked through the door, and they’ve been averaging around 800 people a month — not bad for a 400-square-foot space.

While they have a website and have recently sold plants to customers in New Jersey, nearly 90% of their sales are from local people in the Berkshires.

North Adams at a Glance

Year Incorporated: 1878
Population: 13,708
Area: 20.6 square miles
County: Berkshire
Residential Tax Rate: $18.64
Commercial Tax Rate: $39.83
Median Household Income: $35,020
Family Household Income: $57,522
Type of government: Mayor; City Council
Largest Employers: BFAIR Inc.; Massachusetts College of Liberal Arts
* Latest information available

“We feel very supported by the community,” Yawn said. “North Adams is a special place; I’ve never felt connected to so many awesome people.”

As the weather starts getting cooler, business is picking up, and Yawn is looking forward to leaf peepers drawn to the Mohawk Trail and surrounding areas. “We’re excited for them to come peep around our shop,” she added.

Businesses in North Adams are also gearing up for the holiday season and what’s known as Plaid Friday. The North Adams Chamber promotes this annual effort with posters and through social media to businesses throughout the Northern Berkshires.

“We started this initiative to encourage people to spend money in their communities on the day after Thanksgiving instead of going to the big-box stores,” Dery said. “Many retailers will run Plaid Friday all that weekend.”

Similar to most communities, hiring in North Adams, particularly in restaurants, remains a challenge. So far, many restaurants are operating at reduced hours to retain staff and prevent burnout.

“This upcoming winter will be interesting because many people are thinking outside the box on how to best manage this,” Dery said.

 

The Next Phase

Bernard will also have an interesting winter after deciding not to run again for mayor. On the job since 2018, he called his time in office a “privilege of a lifetime, to serve North Adams, the community where I grew up.”

He looks forward to an historic election as voters will choose the first woman mayor in the city’s history. The two candidates who emerged from the runoff election, Jennifer Macksey and Lynette Bond, will face each other in the mayor’s race in November.

Bernard said he is still exploring the next move in his career. “I’m asked so often about my future plans, I feel like a senior in college,” he said with a laugh.

As she reflected on the success of the Plant Connector, Yawn admitted she thought the store would flop and she would have to sell plants on eBay and Etsy to survive. Shortly after opening, however, she saw they had something special there.

“I always say this about North Adams,” Yawn said. “This city chooses its people, and people don’t choose it. That’s why there’s a high concentration of awesome people here.”

Workplace Policies Are Often the Key to Courtroom Challenges

By Contributor
Law

Discipline for Social-media Speech

By Kevin Maynard

 

In any given week, a news outlet or website will spotlight an employee being suspended or fired by an employer for a social-media post. These posts range from expressions of political sentiments and individual beliefs to commentary on the employee’s workplace or even the employer itself.

With the prevalence of social media in the daily lives of most individuals, employers are increasingly disciplining their employees for off-duty social-media posting, and employees are pushing back with legal actions.

In the resulting legal disputes, employees often mistakenly believe that the First Amendment protects all in-person and online speech. In reality, the First Amendment’s free-speech protection is limited to protection against government action. While public employers have a First Amendment obligation to respect some of their employees’ speech, private individuals and employers generally have no such constitutional obligation.

 

Public Employee Speech

Generally, a public employee’s speech is protected when it relates to a matter of public concern or importance. However, this is not an absolute, and a court must balance an employee’s right to free speech against an employer’s interest in an efficient, disruption-free workplace.

For example, a public-school teacher brought a lawsuit against her school district after being fired for making negative blog posts regarding supervisors, union representatives, and fellow teachers. In upholding the termination of employment, the Court of Appeals in the Ninth Circuit ultimately held that the blog posts harmed the Washington State public-school district’s legitimate interest in the efficient operation of its workplace because other teachers refused to work with the former teacher, and the termination was, therefore, appropriate.

Kevin Maynard

Kevin Maynard

“In the resulting legal disputes, employees often mistakenly believe that the First Amendment protects all in-person and online speech. In reality, the First Amendment’s free-speech protection is limited to protection against government action.”

Earlier this year, a public-school teacher in Fall River was fired for posting allegedly political and racist comments on social media. The teacher filed a lawsuit in Massachusetts federal court, claiming the city did not have “good cause” to terminate her employment and that her teachers’ union breached its duty of fair representation by not providing her any representation following the termination of her employment. An arbitrator to whom the matter was referred by agreement has reportedly found in the teacher’s favor, ordering reinstatement to her position and payment of all back wages. According to her attorney, the teacher intends to sue for retaliation and defamation.

 

Private Employee Speech

Unlike in the public sector, the First Amendment generally does not apply to the actions of private employers. However, private employers even in a non-union setting must be compliant with the National Labor Relations Act, which gives private employees the right to engage in “concerted activities” for the purposes of collective bargaining.

Examples of concerted activities include an employee talking with co-workers about working conditions, circulating a petition about improving working conditions, or joining with co-workers to talk directly to their employer. Regardless of whether the concerted activity occurs in person or over social media, an employer cannot interfere with such an activity taking place during or after work hours. Beyond this concerted-activity issue, the concepts of ‘at-will employment,’ ‘good cause’ for termination, or other common law or contractual issues may be relevant.

 

State-specific Protection for Lawful Off-duty Activity

Some states have laws that protect lawful off-duty activities of both public and private employees. In Colorado, an airport-operations supervisor was terminated for posts on her Facebook page regarding her support for preserving the ‘Rebels’ mascot of her high school, particularly one post that depicted the mascot with the Confederate flag.

A Colorado court vacated her termination of employment because it violated a Colorado statute making it unlawful to terminate an employee for engaging in a lawful activity outside of work. California, Louisiana, New York, and North Dakota have similar laws prohibiting employers from taking adverse employment actions based on lawful off-duty activities. Massachusetts has not enacted such a law.

 

Advice for Employers

Employers may choose to adopt social-media policies that address off-duty conduct. Anti-harassment and anti-discrimination policies should also address off-duty social-media activity. Any social-media policies should be enforced reliably to ensure the consistent treatment of employees.

In enforcing a social-media policy, employers must assess the effects of an employee’s social-media post on a workplace, including its impact on the ability of employees to work with one another. Social-media policies can be a helpful way for employers to set clear expectations regarding the standard of online conduct they expect of employees. The absence of such a policy can make the results of an employee’s challenge to an employer’s disciplinary action for inappropriate social-media posts much more unpredictable.

 

Kevin Maynard is an employment law and litigation partner at Bulkley Richardson; (413) 272-6200.

Take These Important Steps to Avoid Becoming a Victim

By Contributor
Law

Remodeling Woes

Joshua L. Woods, Esq.

 

Many of us love watching home renovations on television. Whether the redos are taking place at a beach-house bungalow, a tiny apartment, or a Victorian mansion, it’s always entertaining to live vicariously through people remodeling a house or building their dream home.

But what happens when opportunity knocks in real life, and you have the chance to create a space of your own design? Perhaps you envision a beautiful, blue-tiled backsplash against white kitchen cabinets, heated bathroom floors, or a cozy living room with a gas fireplace. With a reliable and trustworthy contractor, all things are possible.

Unfortunately, not all contractors are reliable and trustworthy. Someone close to me recently experienced firsthand the horrors of hiring the wrong renovation company. My friends lived to tell the tale, but along the way, their family suffered through considerable delays, shoddy work resulting in added expenses and additional repairs, and the all-consuming worry of working with an uncommunicative contractor. Here is the story of a ‘craftsman’ remodeling company whose primary craft proved to be collecting payments for unperformed work.

It all began when my friends, first-time homebuyers, hired a local contracting company to perform a complete restoration and remodel of a charming 1930s colonial-style house. After interviewing five separate contractors, my friends decided to work with ‘Craftsmen’ (the company’s name has been changed to protect their anonymity). The contractor was extremely charismatic, proposed a comparable bid, and seemed to have just the right can-do attitude needed to complete the project. Craftsmen provided three references who, when contacted, sang the company’s praises. Craftsmen also had great online reviews. My friends decided to move forward and agreed to the terms of a proposal from Craftsmen, officially hiring the company for their project.

Joshua L. Woods

Joshua L. Woods

“They had to live through an enormous amount of stress, the upheaval of an unfinished living space, hideously long delays, and considerable additional expenses. You can learn from their mishaps.”

Craftsmen requested a down payment, and upon receiving the funds, the first step of the project — demolition — was scheduled. Pursuant to the payment schedule on the written proposal, the second payment would be due on demolition day, the third would be due when rough plumbing was installed, the fourth upon installation of rough electrical, the fifth upon installation of drywall, and the sixth and final payment would be due when the project was completed.

To their chagrin, my friends soon discovered the problem with this payment schedule: the majority of the fees would be paid prior to the rebuilding. That is, four hefty payments were required before the demolished spaces would be fully rebuilt.

At first, the contractor completed the demo work on schedule, but then they went silent. The house sat in disarray, unfinished, for months after the first payments were made. Nothing was accomplished properly. The plumbing was installed incorrectly, there was an old toilet left in the dining room for months, the trim was unfinished, the hardwood floors were ruined, exposed electrical wires dangled from the walls, and the list went on. My friends finally decided they could no longer tolerate the situation and made the decision to fire Craftsmen.

For anyone considering renovations, keep the following steps in mind, which can help protect you from a similar experience:

• Verify the contractor is in good standing. Ask for the contractor’s business-license number and research it on the state’s website to ensure there are no lawsuits against the company. You should also search the Better Business Bureau for complaints.

• Look into the contractor’s partners and vendors. Request a copy of the business license for all subcontractors who may work on your project.

• Contact references. Before hiring a contractor, always ask for multiple references and contact as many as you can. Listen closely to what they say. When speaking with references, you will certainly wish to inquire about the ‘big stuff,’ including satisfaction with the final project and pricing, but it may also be wise to inquire about smaller details including punctuality, cleanliness on the job site, responsiveness to calls and requests, etc. Looking back, my friend should perhaps have seen a red flag when Craftsmen provided only three references. A reputable company should be able to provide evidence of a great many satisfied customers.

• Have an attorney review the fine print. Another red flag should have been the lack of a formal contract at the outset and the lack of itemized billing during the project. Craftsmen provided only a written proposal, which is not sufficient for a project of this magnitude. When hiring a contractor, be sure to protect yourself by having a qualified attorney review all documents, proposals, and contracts before you sign. All contracts should include a clear payment schedule in which the final payment is typically 25% of the entire fee, provided only upon completion of the project and a satisfactory final walk-through with the contractor. Once hired, all communication should be in writing, and you should request regular written updates from the contractor, so there is a clear understanding of the status of work completed and work to be done.

• Document the process. As the saying goes, a picture is worth a thousand words, and that is certainly true where renovation projects are concerned. Be certain to take many photos of your project, including shots of the site before, during, and after the renovation is complete.

My friend and his family were ultimately able to pivot their renovation to another contractor, who repaired Craftsmen’s mistakes and finished the project. The family is now happily enjoying their beautiful, freshly remodeled home.

If my friends had only done more diligent research and consulted with an attorney before working with Craftsmen, they could have potentially avoided the entire awful experience. Instead, they had to live through an enormous amount of stress, the upheaval of an unfinished living space, hideously long delays, and considerable additional expenses. You can learn from their mishaps and use the steps above as important preventive measures. They may be your — and your house’s — saving grace. v

 

Attorney Joshua L. Woods is an associate with Bacon Wilson, P.C. and a member of the firm’s business, corporate, and commercial law team. He has extensive experience in matters of business law, including all aspects of corporate formation, franchising, joint ventures, leasing, and business and commercial litigation. He is licensed to practice in both Massachusetts and Connecticut; 413-781-0560; [email protected]

Older Adults Are Increasingly Targeted by Online and E-mail Scams

By
Cybersecurity

Vulnerable Population

 

When people think about cybersecurity threats, Stephanie Helm said, they often think only about the technical side — the ways in which electronic devices can be compromised and data stolen.

They sometimes forget about the human side of the equation — but that’s where older adults are often especially at risk.

“There’s a technical vulnerability that can be exploited, whether it’s somebody’s password, exploiting a vulnerability because they failed to update the device to include a patch, or maybe they’re using an unsecured WiFi when they’re in a public location,” said Helm, director of the MassCyberCenter. “So there’s a technical component that everyone using the internet is facing today.”

Just as critical, however, is what she calls the “social engineering of the individual,” where a victim willingly divulges information based on the fact that somebody’s engaging them in a personal way.

Stephanie Helm

Stephanie Helm

“These are professional people who know how to hit those emotional buttons and continue that relationship with the hope that somebody is going to divulge information.”

“Older folks might not have the comfort level with the technology to secure their information,” she said, “and they may be more vulnerable to the social engineering.”

Helm shared these thoughts and others during a webinar presented last week by LeadingAge Massachusetts, titled “Cybersecurity: Helping Older Adults Stay Safer on the Internet.” She joined Rubesh Jacobs, managing director of 24/7 Techies USA, and Judy Miller, director of Technology and Accounting for Kendal at Oberlin in Ohio, to discuss the reasons seniors are increasingly falling prey to online and e-mail scams, and what can be done about it.

“The number of scams leading to financial loss has been dramatically increasing since 2019,” Jacobs said, citing a Federal Trade Commission (FTC) report that the number of online scams tripled between 2019 and 2020, outpacing phone-call scams — which actually declined slightly — for the first time. Meanwhile, e-mail scams more than doubled.

“The acuteness of that spike is shocking,” he added. “We’ve also noticed this trend in our own call centers; 28% of calls we get for help are somehow related to fraudulent activities online.”

According to the FTC, Americans age 60 and up are falling prey to tech-support scams — in which someone poses as a computer technician to gain remote access to the victim’s computer — about 475% more often than those ages 20 to 59. (By contrast, the younger group falls victim to online-shopping scams 60% more often than seniors.)

“Senior citizens are really in that nexus where a criminal can get at them through technical means, or they can get at them through social engineering” — and often a combination of both, Helm said. “The protections you put in place have to look at both of those aspects because you’re not quite sure which of those things a person might be most vulnerable for. I think that’s really troublesome.”

Judy Miller

Judy Miller

“Seniors lose an average of $500 or more when they’re scammed, sometimes due to the fact that they are often trusting and polite, they own their own home, and they have good credit, so they make a good target.”

Effective cybersecurity, she explained, considers people, processes, and technology working together to make someone more resilient and likely to recognize scams.

“The components of social engineering are worth thinking about,” she added, noting that a scam might begin with a realistic bot, either on the phone or online, that shifts over to a live scammer if the victim responds.

Those victims, Helm said, are often lonely and want to talk to someone, or they’re trusting and grateful that someone wants to help them solve a problem, which is why scammers try to establish trust.

One reason for the recent spike in cases is that many older adults were much more isolated starting early in 2020, with family members avoiding most visits until after COVID-19 vaccinations arrived, she noted. But families do need to engage with these topics. “Having an ability to ask questions or to talk about things they’ve been presented with in a safe manner is really important.”

But seniors are far from the only victims, Helm said. “If they continue the engagement, these are professional people who know how to hit those emotional buttons and continue that relationship with the hope that somebody is going to divulge information.”

 

It Takes a Village

Miller has worked for Kendal Corp. for 28 years, so she’s seen these threats evolve at her own facility, which offers units for independent and assisted living, memory care, and skilled nursing.

“Seniors lose an average of $500 or more when they’re scammed, sometimes due to the fact that they are often trusting and polite, they own their own home, and they have good credit, so they make a good target,” she explained. “They have also been falling prey to cyber incidents because of their increased use of the internet.”

Scams that have targeted her residents have taken many forms, from imposters posing as legitimate government agencies or companies requesting payments to fake but attractive offers for gift cards, and much more. Most originate from e-mail, she noted.

When Jacobs asked Miller how often she hears such things, she responded, “it’s almost more important how much we don’t hear about them.”

To make sure people stay educated, if she hears of a scam targeting a resident, all residents are alerted, and some tech-savvy residents will even spread the word themselves if they encounter a scam attempt. “It’s really engaging the entire community to help each other in preventing some of those things from happening.”

Once a scammer gains someone’s trust, Helm said, they often introduce an element of urgency — the idea that the victim has to act now to get a deal or avoid a penalty or legal trouble.

“We should talk about how these scams exist and give senior citizens the confidence that they can recognize when this doesn’t make sense and avoid that sense of urgency to act, because that’s where you make a mistake,” she explained. “It’s perfectly acceptable to say, ‘I do all my business by mail — put a letter in the mail to me, and I’ll respond to you.”

But it’s easier said than done, she admitted, especially at a time when many seniors — and younger people, for that matter — have been more isolated than usual.

“I think it’s difficult for anybody in society to be fully armed and resilient. I feel if people become isolated in their old age and are not as familiar with some of the technology, they can get intimidated. So this is an area where we’re trying to see if we can be more helpful to them.”

Family members can help educate their older loved ones by asking gentle but probing questions about what may be going on, the webinar participants noted, and encourage residents of senior-living communities to call an administrator if they encounter a suspicious e-mail or think their information may have been compromised. And, of course, they should emphasize the importance of protecting passwords and other sensitive information, not clicking suspicious links, and shopping only at reputable, well-known websites.

“If it sounds like it’s too good to be true, it probably isn’t true,” Helm said. “I like to talk with senior citizens about having confidence in the skeptical skills they had throughout life. These are scams that happen to be on a computer, but they’re scams we grew up with since we were kids — bait and switch, or acting like an imposter.”

She takes a broad view of threats, having served in the U.S. Navy for 29 years. After her retirement as a captain, she taught military operations, specifically on integrating cyberspace operations into wargames.

“That was an opportunity to talk about how cybersecurity or cyber operations can affect operations that you traditionally would not think they would impact,” she explained. Now, in her role with the Mass Cyber Center, she knows there are few areas cybersecurity doesn’t impact — and that older Americans are often especially at risk.

“Today,” she said, “we all know this has great consequences to our daily lives.”

 

Joseph Bednar can be reached at [email protected]

Dr. Lynnette Watkins Takes the Helm at Cooley Dickinson Hospital

By
Health Care

‘A Wonderful, Wonderful Fit’

 

Dr. Lynnette Watkins says she is most definitely her father’s daughter.

By that, she meant she is a second-generation ophthalmologist, following the lead set by her father, L.C. Watkins, who is one of the first African-Americans practicing in that specialty in St. Louis.

“When I say that I stand on the shoulders of giants, I don’t take that lightly, and first and foremost is my dad,” she noted. “He’s been my biggest supporter, mentor, and point of light.”

But there were other influences as well, including her mother, an educator, and, more specifically, an early-childhood-development administrator, who was one of many who taught her the importance of giving back.

“It was always expected that, with the privileges and opportunities that were afforded to me, there was an expectation to serve and to give back,” she said. “Which is why, with each position and opportunity that I’ve pursued, I’ve always had that mindset first and foremost in my mind; it’s why I wanted to have a career in healthcare.”

This is the philosophy Watkins brings to her latest assignment, as president and CEO of Cooley Dickinson Hospital in Northampton. 

She takes the helm at CDH after a lengthy stint as chief medical officer for the Baptist Health System/Tenet Healthcare – Texas Group, and arrives at an obviously stressful, tenuous, and uncertain time for all healthcare providers, one still dominated in every way by the COVID-19 pandemic and its latest surge.

“While there’s been a lot of challenge and a lot of sadness during the pandemic, there’s also been some wonderful lessons and teachings in the resilience of people.”

Watkins, who arrived at the hospital on Sept. 27, brings to this challenge, and CDH, a wealth of experience. Like a growing number of those leading hospitals and healthcare systems, she has made the transition from direct patient care to managing those who provide that care. For her, it was a seismic but, in many ways, natural change.

“Many people have asked if the transition was difficult, and I’ve said that it was not,” she explained. “That’s because I found myself at peace moving from a clinical role to one that still has clinical elements, but instead of being the one-on-one patient-physician relationship, which is incredibly treasured, it’s one where I have the ability to impact multiple patients and improve the working lives of staff, medical staff, and other providers. I can make a bigger impact on a broader scale.”

She said there were many factors that went into her decision to come to CDH, summing them up with that often-used phrase “it was a perfect fit.” Elaborating, she said the area served by Cooley Dickinson, mostly Hampshire and Franklin counties, is one with a great deal of need, and she has experience working with such populations, as we’ll see.

Beyond that, she said this opportunity allows her an opportunity to take what she has learned at many different stops during her career and apply them to what will be a different — and obviously significant — challenge.

Lynnette Watkins says one of her first priorities will be meeting with as many community leaders and constituencies

Lynnette Watkins says one of her first priorities will be meeting with as many community leaders and constituencies — as well as frontline caregivers and hospital staff — as possible.

Watkins said the learning process has continued through COVID, which she believes has brought out the very best in those working in healthcare, while also putting an even greater focus on teamwork, collaboration, and innovation.

“While there’s been a lot of challenge and a lot of sadness during the pandemic, there’s also been some wonderful lessons and teachings in the resilience of people, resilience of systems, the importance of self-care and downtime, and the importance of working with others and understanding that it’s OK to say, ‘I need help,’” she explained. “What this has also done is challenged us to innovate, whether it’s in processes, such as supply-chain initiatives with PPE or the distribution of vaccinations and other pharmaceuticals such as monoclonal antibody infusions, or working together in groups to really take care of our community.

“That resilience, that collaboration, that innovation, that devotion to self and others have really been positive,” she went on. “The patience and working with a team have really helped me grow — as an individual, as a physician, and as a healthcare leader.”

For this issue, BusinessWest talked at length with Watkins about her latest assignment, why she came to CDH, and … how being her father’s daughter will help her as she takes on this latest career challenge.

 

Background — Check

In some ways, Watkins said, coming to CDH is like coming home — or at least coming back to that part of the country where she did her residency.

Specifically, that would be Mass Eye and Ear in Boston. But she did get out to the Northampton area on several occasions during those residency years, so she’s not a total stranger to the 413.

There were several career stops between Boston and CDH, including a lengthy stint back at Mass Eye and Ear, where, from 1999 to 2004, she directed the Emergency Ophthalmology Service and walk-in clinic and was an attending physician in the Ophthalmic Plastic Surgery Service. And Watkins said all of them have helped her grow as both a provider of care and a manager of people. And she intends to put all of that experience to work at CDH.

Our story starts in Missouri, where Watkins, as noted, became intent on following her father into the medical field and earned her undergraduate and medical degrees at the University of Missouri – Kansas City and an internship in internal medicine at Truman Medical Center in Kansas City.

“I grew up wanting to go into medicine, and I was asked quite often if I was going to be an ophthalmologist like my father,” she recalled. “Candidly, I got tired of the question. It was through a series of rotations and the fact that I needed money for car insurance that my father said, ‘why don’t you come work for me in my office?’

“I did, and I liked it,” she went on. “I didn’t tell him for a while, but I did make that transition, and eventually declared that this was the specialty I wanted to be in.”

This decision brought her to Mass Eye and Ear in 1995 for her residency and stint at the at the walk-in clinic and Ophthalmic Plastic Surgery Service. She was there during 9/11, a moment in time and her career that convinced her to be closer to family and, in her words, “focus more on family.”

Elaborating, she said she went into private practice in Indiana and eventually became managing partner of a multi-specialty group, one with a large geographic footprint.

The administrative leadership of that group would later put it in “a significant financial disadvantage,” as Watkins put it, adding that she was thrust into the role of interim CEO. She said she would eventually wind down the two parent companies into multiple spinoffs, which are still ongoing today, an experience she described as both challenging and rewarding, and  one that would in many ways inspire her transition into management and leadership roles.

“We were able to keep patients seen, keep people employed, and move colleagues forward so they were able to practice — it was a huge, huge learning experience,” she told BusinessWest. “I joined one of the spinoff groups, but found myself wondering why I went through that experience.

“And it was actually a couple of colleagues, neither of whom had medical backgrounds but did have healthcare-industry backgrounds, who said, ‘this happened to you for a reason; you have this knowledge — why don’t you consider leading a hospital or healthcare system and pursue healthcare administration?’”

She thought about it and talked with family members, especially her father, to get buy-in and support. After securing it, she started pursuing healthcare administrative positions.

Her first stop was at Trinity Health in South Bend, Ind., and from there she joined Tenet’s Abrazo Community Health Network in Arizona as chief medical officer.

When that position was one of many eliminated in a round of budget cuts, she used connections she’d made to land a job as chief medical officer and chief operating officer at Paris Regional Medical Center in Texas, a system that was and is surrounded by some of the poorest counties in Texas and neighboring Oklahoma. Her time there was another important learning experience.

“One of the great joys of working there was working with people who keep in mind the individual who has limited access, limited transportation, and limited resources,” she said. “And in rural facilities where often there is one specialist or one type of provider, and there is limited access, having a high level of collaboration, particularly with the medical staff and the provider staff, is very important.

“Overall, that was an incredible learning experience, understanding the intricacies of running a facility that’s technically complex,” she went on, adding that, as chief medical officer and chief operating officer, she had oversight over just about everything except nursing, finance, and HR.

 

Right Place, Right Time

The learning experiences continued at the Baptist Health System/Tenet Health Care, where that system confronted not only COVID, but the severe — and highly unusual — weather pattern that visited most of Texas near the end of February.

Some called it ‘Snowvid,’ said Watkins, adding that healthcare systems had to confront not only the pandemic, but extreme cold that knocked out power and water to many communities.

“We had COVID patients, we had no electricity, we were on generators, and we did not have water, she recalled. “Managing through all that was a challenge, although what each of these events has shown is that it has not changed why we do what we do, but it does force us to change how we do it.”

Elaborating, she said some recent developments or trends will continue for the foreseeable future, including telehealth, which she described as a game changer for both the inpatient and outpatient sides of the equation. This became evident in Texas, as well as the hospital that would become the next line on her résumé.

Watkins told BusinessWest that the position at CDH came to her attention through a recruiter, and after more talks with family and friends, she decided that managing a smaller community hospital would be an appropriate next step on her career journey.

“It’s a wonderful, wonderful fit,” she said of CDH, adding that her views on the delivery of healthcare and areas of focus are in sync with those of the hospital and its staff. “First and foremost, I’m a physician, and I want to make sure that we’re delivering safe, high-quality care and that we’re great stewards of resources, whether it’s finance or personnel or capital, and that’s what Cooley Dickinson does.”

Elaborating, she said the opportunity to lead a hospital that is an affiliate of the Mass General Brigham system, formerly Partners Healthcare, was also appealing.

When she talked with BusinessWest before her arrival, Watkins said one of her first priorities is to familiarize herself with the community and meet with many different leaders and constituencies — in whatever ways COVID will allow. Which means a lot of Zoom meetings, some phone calls, and, when possible and appropriate, in-person gatherings.

“My goal is to get out there and meet the community where they are at as quickly as possible,” she said. “I think it’s also important that I meet the team; meet our front-line caregivers, staff, and providers; and understand what’s working well and where we have opportunities.”

Returning to her thoughts on the lessons learned from the pandemic, Watkins said that  managing through this crisis has enabled her to grow and mature as a leader — out of necessity.

“Physicians inherently have trouble delegating,” she told BusinessWest. “And I fully disclose that I am one of those physicians. It’s been a journey, but the pandemic has really helped me to leverage and trust the team and be a better partner, a better collaborator, and a better support.

“One of the things I work hard to do is listen and gather information before executing,” she went on. “And that’s been incredibly important during this time.”

When asked about the management style she brings to CDH, Watkins started by saying she is an optimist by nature, and she believes this is an important trait in this business.

“We have the singular privilege of being able to take care of patients and the community, whether it’s one-on-one or on a larger scale,” she explained. “And from that optimism, I assume good intentions and assume that those who chose this profession want to take care of people as well. We will have challenging conversations, and it will be important to challenge and push each other to do better and innovate, but I would like to consider myself to be collaborative, open, very much driven, direct, and someone who feels it’s important to have fun at work. That’s because this work makes for long days, and there needs to be some form of celebration, some sort of fun.”

 

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

Suicide Prevention Takes on New Urgency During Pandemic

By Contributor
MHA’s Alane Burgess (left) and Kristy Navarro
Health Care

Danger Zone

By Mark Morris

MHA’s Alane Burgess (left) and Kristy Navarro

MHA’s Alane Burgess (left) and Kristy Navarro say social isolation during the pandemic has been problematic for young people.

 

According to the Centers for Disease Control and Prevention, the national suicide rate declined slightly in 2019, the last year for which full statistics are available.

Unfortunately, the latest government data does not take into account the arrival of COVID-19 early in 2020. But area mental-health professionals know what they’re seeing and hearing almost 20 months into the pandemic.

Amanda Hichborn, director of Outpatient Clinical Services for River Valley Counseling Center’s Westfield office, said the impact of COVID has in some ways been a double-edged sword when it comes to suicide risk.

“The risk factors for suicide have definitely increased,” she said. “At the same time, we’ve also seen protective factors that have come into play.”

On top of fears about our health, Hichborn explained, the pandemic also affected basic needs such as food — as evidenced by shortages in grocery stores — as well as the ability to sleep well, employment security, and freedom to move around wherever and whenever we want.

At the same time, she has seen people spend more time with their family, increase their fitness by taking walks to get outside, and improve their diets by eating more at home.

“Vulnerable groups like disenfranchised people were already struggling with basic needs. Throw the pandemic on top of it, and their needs are impacted tenfold.”

“These protective factors work to actually decrease the risk of suicide,” Hichborn said. “When we go through something as a community, we feel a kind of connectedness, which also helps decrease suicide risk.”

However, she was quick to point out that, while we may all be in this together, we’re not all in the same boat.

“Vulnerable groups like disenfranchised people were already struggling with basic needs,” she said. “Throw the pandemic on top of it, and their needs are impacted tenfold.”

Young people in particular have had a tough time with the pandemic. Alane Burgess, clinic director of the BestLife Emotional Health & Wellness Center at the Mental Health Assoc. (MHA), noted that, while depression and anxiety have increased for all ages, it’s been particularly tough for adolescents, and suicidal thoughts and attempts are on the rise.

“With adolescence, there is a sense of permanency that things won’t change,” Burgess said. “When they experience social isolation, it feels like forever to them.”

Kristy Navarro, a clinical supervisor at MHA, said keeping young people safe in a pandemic can run counter to how parents raise their kids.

“Normally we want our kids to share, but now we’re saying, ‘don’t share, and don’t touch anything,’” she said. “When we discourage sharing things with friends, it can be a hindrance to the growth and development of young children and adolescents.”

 

Managing the Stress

Dan Millman agrees that the pandemic has affected young people in unique ways.

“It can be hard for young people who miss rites of passage like graduations and other celebrations and rituals,” he said. “Another part is the social stuff like having fun with friends and being independent. All of that has been much harder to do with the pandemic.”

Millman is the director of ServiceNet’s DBT program, or dialectical behavior therapy, an evidence-based approach to psychotherapy that can be effective with people who are exhibiting self-destructive behaviors.

Amanda Hichborn says staying home more has benefited people’s health

Amanda Hichborn says staying home more has benefited people’s health in some ways, but the pandemic has had plenty of negative effects, too.

DBT differs from conventional therapy in that it follows a more structured protocol. The six-month program is designed to give clients the skills to manage the urges to engage in self-harming behaviors. Millman described four main techniques of DBT:

• Mindfulness, a skill that helps the client focus on healthy coping skills to prevent negative thought patterns and impulsive behavior, and which is integrated throughout DBT techniques;

• Distress tolerance, which is most effective in improving a moment with soothing or distraction skills. “The point of this skill is to help survive the crisis without making things worse,” Millman said;

• Emotion regulation, a technique that allows clients to strengthen their emotional resiliency to more effectively navigate powerful feelings; and

• Interpersonal effectiveness, which Millman described as developing assertiveness skills so clients can ask for what they want, better address their needs, and set limits when necessary.

“The point of DBT is to help people feel like their life is worth living and has improved,” he explained. “It’s not a good outcome to have someone stay alive while still suffering the torment they have been feeling.”

Relieving the torment starts with allowing the client to accept they have suicidal thoughts. In this context, acceptance means acknowledgement, not approval.

“When someone has suicidal thoughts, it’s a sign to them that something is wrong in their lives that needs to change,” he said. “Acknowledging those thoughts can actually be protective for the person.”

Another area of DBT involves stepping into painful emotions. Millman explained how human instincts try to protect us and avoid things that make us feel anxious, so we tend to put them off. Avoiding a difficult conversation is a good example of something that needs to be done, but creates anxiety before we do it.

“I talk with people about what they can and cannot control. Though we can’t control events outside, we can control ourselves and our responses to those events.”

One way clients deal with emotional pain is to engage in self-harming behaviors such as cutting themselves.

“We ask the client to just sit with the urge to cut themselves without acting on it,” he said. “In that way, we are asking them to step into the pain. It’s easier said than done, and it’s really challenging.”

The point is to show the client they confronted the moment and got through it. A distraction like a funny video or throwing themselves into an activity can also help, he added. “Once they are ready for the next step, they can use some of the other skills to influence the emotions that are underneath the urge and begin to think differently about it.”

 

Support Systems

The pandemic looked like it was going to subside this past spring as warm weather arrived and many people were getting vaccinated, but then the Delta variant reared its head, and vaccine levels plateaued. While that created frustration for everyone, it was particularly hard on people with pre-existing conditions related to anxiety and depression.

Dan Millman runs a program

Dan Millman runs a program that helps people take control of self-destructive tendencies.

Navarro said the confusion of starting to feel safe, and then, suddenly, not so safe, can lead to hopelessness, a huge risk factor in suicidal tendencies. A person who feels hopeless will often make vague statements such as “I can’t do this anymore,” “I don’t want to be here,” and “this is too hard,” she noted.

“I talk with people about what they can and cannot control. Though we can’t control events outside, we can control ourselves and our responses to those events.”

During the pandemic, social media can either help people feel more connected or lead to more hopelessness. Hichborn noted that, while it’s good to see friends and loved ones from across the country, social media also creates misleading impressions. The people smiling in the photo look happy, but they might be feeling lots of stress in their lives.

“The effect of social media is counterintuitive because it makes us feel more connected upfront, but in the long run makes us feel a lot more depressed and isolated,” she said.

Two other groups emotionally affected by the pandemic are very young children and seniors. Hichborn said she sees clients from ages 3 to 77. When a parent with young children dies, it can create a suicide risk.

“The child has a concept of mom or dad dying, and they want to see them again,” Hichborn said. “The child might feel like they have to die in order to see their mom or dad.”

Older people who are at risk of suicide tend to show warning signs such as saying goodbye to people, giving away their prized possessions, and cleaning out their house. When family members see this type of behavior, it’s important to talk with the person.

“If you see any suicidal ideations or any warning signs within a family member, don’t beat around the bush — ask them directly, ‘are you feeling suicidal? Are you having thoughts of harming yourself?’” she said.

If they’re not having those thoughts, Hichborn added, the question will not encourage people to start thinking about it. “It doesn’t work that way.”

In addition to asking direct questions, Burgess suggested active listening and being supportive.

“Sometimes the most important thing to do is listen and acknowledge the person’s experience,” she said. “They don’t need you to fix it, they just want to be heard.”

Hichborn recommends a safety plan displayed on the refrigerator to help a person who might struggle with suicidal thoughts.

“The plan can have support people to call and emergency numbers like the police, suicide hotline, or poison control,” she explained. “Everything is written out in a place that’s easily seen, so when someone isn’t thinking straight and their thoughts are all over the place, they don’t have to think about what to do — it’s right there.”

 

Stay Connected

Though we might feel alone in our thoughts, Burgess encouraged people to reach out to those they are comfortable with to talk about their feelings.

“What’s profound about the pandemic is that it’s a collective experience everyone is going through,” she said — and one that no one should have to confront alone.

Westfield Data-center Project Makes a Hard Push for the Finish Line

By
Demetrios Panteleakis
Features Special Coverage

Putting the Pieces Together

It’s called a ‘hyper-scale data center.’ That’s the name attached to a $2.7 billion proposal planned for a 155-acre parcel in Westfield. The complicated project, now entering the local-approval phase, has cleared perhaps the biggest hurdle — the aggregation of a site that can check a unique set of boxes, including accessibility to huge amounts of power and data. If it comes to fruition — and there are still many challenges to overcome — the project could make the region a player in the emerging sector known as Big Data.

Demetrios Panteleakis

Demetrios Panteleakis

 

Demetrios Panteleakis says he spent a good part of the winter, spring, and some of the summer walking through all 150 acres of mostly raw land in the northwest corner of Westfield.

“I probably know every inch of it by now,” Panteleakis, the principal commercial broker with Springfield-based Macmillan Group, who was charged with assembling the parcel, told BusinessWest, adding that he’s been through it in every type of weather imaginable. “I think my family thought I had gotten into hiking and the outdoors.”

These walks in the woods — and wetlands — were a necessary part of a complicated process to aggregate land for what could be the largest private development the region has ever seen and one of the largest initiatives of its kind anywhere — a $2.7 billion proposal to build a massive data center (a ‘hyper-scale data center,’ as it’s called) that will attract the likes of Amazon, Google, and Facebook.

Plans call for constructing 10 buildings totaling 2.7 million square feet over the next 12 to 18 years, said Erik Bartone, CEO of Servistar Realty, the project’s developer. He told BusinessWest he hopes to obtain local approvals by the end of the year and state approvals by mid-2022, and break ground in 2023.

It’s a daring project, one that comes complete with all kinds of large numbers and adjectives (like hyper-scale) that connote size and scope affixed to everything from acreage to the projected cost of the initiative to the number of landowners with which Panteleakis and the Servistar had to negotiate.

That last number would be 11, just one indicator of the level of complexity involved with getting just this far, said Panteleakis, adding that finding a location and assembling the land are perhaps the biggest hurdle for a project that will face many of them — everything from required approvals for a tax-incentive plan to steps to protect endangered species, such as the eastern box turtle.

As for securing a site … a project of this nature and scope requires that a number of unique boxes be checked, said Panteleakis. These include the ability to draw power, and large amounts of it, straight from the grid — two recently upgraded 115 kV high-transmission lines run through the center of the site — as well as access to a reliable, high-speed fiber communications network. Competitive cost of doing business is also high on the list, as is a skilled workforce and easy access to major markets.

“Finding the right location in New England for a hyper-scale data-center development is difficult.”

When all is said and done, it certainly isn’t easy to find a parcel — or parcels that can be aggregated — that can check all those boxes.

“Finding the right location in New England for a hyper-scale data-center development is difficult,” Bartone said. “Access to the electric transmission grid, robust fiber communication network, sufficient land, and the ability to develop the project in an environmentally responsible manner are all very important issues that must be fully evaluated before proceeding with a particular location.”

As noted, the proposal still has many hurdles to clear, but it’s not too early to speculate on what this could mean for the city and the region.

Rick Sullivan, who can speak about the project from a number of perspectives — he’s president and CEO of the Western Mass. Economic Development Council, but also former mayor of Westfield and a current city councilor — said it represents an opportunity to show what the region can do for the emerging sector known as Big Data — and perhaps do more of.

Rick Sullivan says the Westfield data-center project

Rick Sullivan says the Westfield data-center project, if it becomes reality, could open the door to new opportunities in the realm known as Big Data.

“This is somewhat of a new sector for us, so I think there’s an opportunity to get attention,” he explained. “Sometimes, getting that first development in a sector is the hardest thing, and then, once that happens, the others do take notice.”

Jeff Daley, president and CEO of WestMass Area Development Corp., which has been hired as a consultant on the Westfield project, agreed.

“It’s an exciting project — this is a game changer,” he said. “If we get this project across the goal line, it opens up an entire industry; we would have the potential to bring other data centers here.”

As for Panteleakis, the data-center project represents another bullet point on a résumé complete with a number of big projects with complicated logistics, something he’s becoming known for within the development industry.

Indeed, when he was not walking the Westfield property and negotiating with all those owners, he was flying to Miami to put the final touches on a massive, $1 billion project that combines residential living with transportation, retail, and office space.

“This is somewhat of a new sector for us, so I think there’s an opportunity to get attention. Sometimes, getting that first development in a sector is the hardest thing, and then, once that happens, the others do take notice.”

The two projects offered a number of different challenges, with COVID presenting new and different issues to contend with, he said, adding that they epitomize what has come to be one of his trademark talents — putting the many pieces together on complicated real-estate puzzles.

For this issue, BusinessWest takes an in-depth look at how this complicated Westfield project came together and how this initiative could change the landscape — in all kinds of ways.

 

Big Bytes

Panteleakis told BusinessWest that, on many of his flights to and from Florida, he didn’t have much company on the airplane.

“I was on a 747 out of Boston — because you couldn’t fly out of Bradley to Florida — that had two other people on it,” he said. “It was weird. Logan was a ghost town, Miami International was a ghost town; it was very strange.”

That was how things were as he was working on two massive projects on opposite ends of the Atlantic seaboard.

The Miami initiative was a complicated matter of putting the pieces together for a project called Virgin MiamiCentral, a nine-acre living center in the heart of the city that includes 3 million square feet of commercial, office, and retail space, capped with twin residential towers, each more than 40 stories high, sitting atop a train station and retail hub.

Jeff Daley says the data-center project could be a game changer for the region.

Jeff Daley says the data-center project could be a game changer for the region.

Meanwhile, what is now known as the Westfield data-center campus became a very complicated matter of aggregating property that could meet all those unique requirements listed earlier.

In most all cases, the land required for such projects doesn’t come in one parcel, but several of them, which means negotiations on acquiring options — as in quiet negotiations — have to take place with a number of parties simultaneously.

Panteleakis, who compared it to cutting the Gordian knot, tried to put it in perspective for BusinessWest.

“We worked with about four or five different brokers in Western Mass. who represented some of the 11 owners, which at times made things easier, but a predominance of the owners self-represented,” he explained. “And that included people who had ongoing businesses, and it was very arduous and long and, of course, highly confidential.

“It was heavy lifting,” he went on, “and to see it at this stage is very gratifying.”

Overall, it took roughly 14 months to put the parcel in place to the point where the developer could move forward, he said, adding that the site, while challenged by wetlands and environmental issues, provides the size, location, and direct access to the grid needed by Servistar and its eventual clients.

“There’s currently nothing of this scale in the region due primarily to very high retail electricity costs, high property taxes, and significant regulatory challenges.”

The company has a considerable amount of experience with such projects, said Bartone, adding that Servistar has been in the electricity-procurement and energy- management business for 30 years, supporting large-scale commercial and industrial clients, including data and IT service clients.

“Our firm has provided advisory services to several data-center clients, including the management and procurement of their wholesale electricity requirements,” he told BusinessWest, adding that the company currently represents a hyper-scale data-center client that is looking to enter the New England market once local approvals are obtained for the Westfield project.

Elaborating, he said there are several smaller-edge data centers in New England, including in the Boston area, but there are currently no hyper-scale data centers in New England, and for several reasons.

“There’s currently nothing of this scale in the region due primarily to very high retail electricity costs, high property taxes, and significant regulatory challenges,” he explained. “Our firm specializes in the wholesale electricity-procurement markets along with the integration of innovative load-management strategies to proactively reduce the electricity costs for data centers and large power users. 

“This is a key cost driver for the industry and critical to making the hyper-scale data-center project feasible,” he went on. “Electricity expenditures typically represent 50% to 60% of the operating costs of a data center. Property taxes typically represent 10% to 15% of operating expenses. These two operating cost components, along with local regulatory approvals, are the primary drivers to locate hyper-scale data centers to New England.”

Bartone said Servistar reviewed numerous sites in Connecticut, Rhode Island, and Massachusetts before focusing on Westfield, a community that emerged in this search roughly 18 months ago.  

“We identified various parcels in the city’s industrial zones that met the requirements for the site, but the area is challenging to develop due to wetlands and endangered species, including the eastern box turtle,” he noted. “So we needed a substantial amount of land that would support the 10 data-center building development while also allowing us to minimize environmental impacts.”

Beyond meeting the energy, fiber, and property-tax requirements, the site is also centrally located between Boston, New York City, Providence, Albany, and Hartford, said Bartone, thus providing access to more than 34 million people in the Greater New York metropolitan area and New England. It is also in close proximity to the Westfield-Barnes regional airport with corporate service, only 20 miles from Bradley International Airport, and approximately 100 miles from Logan International Airport.

“Boston also has a high-tech, information-based economy that is an attractive market for corporate offices of companies locating to Westfield for their IT services,” he said, adding that this concentration of trained tech workers was still another selling point.

 

Powerful Statement

As he talked about the project and its prospects for becoming reality, Sullivan turned to the often-used analogy of getting over the goal line.

He said this project isn’t in the proverbial red zone yet, but it is certainly past midfield and making steady progress.

“There’s still a long way to go, but once they have options on the property and they’re doing work around wetlands and having discussions with the electricity suppliers, you’re past midfield, but you’re not home yet,” he explained. “I don’t think you can have a higher, better use of that property.”

Daley said the next important step is approval of what’s known as a 121A, or PILOT (payment in lieu of taxes) property-tax agreement that locks in the assessed value of the property, with built-in annual increases in property-tax payments. Westfield officials have said the project would bring in $1.2 million in tax payments within three years, making the campus the largest taxpayer in the city.

A joint public hearing between the Planning Board and City Council on the proposed agreement is slated for early October, said Daley, adding that there are other approvals, on both the local and state levels, that must be secured in the coming months.

“We’re hoping to have all local permits in hand by the end of the year,” he explained. “Shortly thereafter, we’d begin work on designs and infrastructure; it would be about 18 to 24 months from go date to being operational.”

Meanwhile, speculation continues about what this project could mean for Westfield and the region. That discussion takes place on many levels, starting with immediate, tangible benefits.

That list includes 1,800 construction jobs, 1,200 indirect jobs that will result from creation of the center, and what is projected to be 400 jobs that will pay between $85,000 to $100,000 at the entry level.

“When people in economic development talk about job creation, these are the kinds of jobs that you’re looking to create,” Sullivan said. “These employees will live in our communities, they’ll invest in our communities, they’ll shop in our communities, and they’ll support the charities in our communities, as will the companies.”

There’s also the tax revenue; Servistar has negotiated a 40-year property-tax agreement with the city that is expected to produce more than $350 million in direct property-tax payments over the term of that agreement. 

Beyond these direct benefits, though, is that opportunity Sullivan and Daley mentioned for the region to not only get in the game when it comes to Big Data, but become a player in that sector, which would appear to have almost unlimited potential.

“If you look in the crystal ball, this is a sector that’s only going to grow,” Sullivan said. “And of you overlay data storage and data transmission and all the issues that are somewhat related, such as cybersecurity and other Big Data, I think there’s a real opportunity for us in Western Massachusetts to grow and in some ways lead, if you will, in this sector.

“We have out colleges, especially Bay Path and the University of Massachusetts, that are doing a lot of cutting-edge work in cybersecurity and Big Data, and others will certainly follow,” he went on. “And this will help train a workforce, which is always significant as these companies look to grow.”

As for some of those other boxes that need to be checked, Sullivan acknowledged that the cost of doing business in this state is not as low as in some other areas of the Northeast, but Western Mass. is certainly more cost-friendly that Boston and other metropolitan areas. “Developing in New England may not be the cheapest, but we’re still competitive.”

 

Bottom Line

Panteleakis — who, as noted, has been involved in large development projects in many areas of the country — said the Westfield data-center campus project represents the type of development that all regions are striving for.

“I’ve done a lot of work in Florida and Texas, and this is how they drive economic development for the 21st century in their areas; they’re focusing on new sectors and technologies,” he explained. “This project will have a tremendous impact on quality of life in Westfield and across the region. It will have a very broad impact.”

As those we spoke with noted, there are still many hurdles to overcome before this proposal becomes reality. If it can clear those obstacles, it could be transformative in many different ways.

 

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

Colleges Welcome Students Back with an Abundance of Caution

By
Matthew Scott says the double protection of vaccines and masks
Education Special Coverage

Continuing Education

Matthew Scott says the double protection of vaccines and masks

Matthew Scott says the double protection of vaccines and masks are a good start to keeping AIC’s campus safe.

 

After a year when colleges offered a wide variety of learning options during the pandemic, from in-person to remote to a blend of both, the vast majority have opened their classrooms, residence halls, and athletic fields for a true on-campus experience this fall. But they’re doing so with caution, both internally — in the form of vaccine requirements — and backed by municipalities that are issuing broad mask mandates. The bottom line through all the changes? The idea that young people need the full college experience, and no one wants to risk a disheartening retreat to Zoom.

 

Everyone is tired of pivoting, Matthew Scott said. But, by now, they’re good at it, too.

“We’ve learned that our students are adaptable. They don’t always want to be, but they’ll go with the flow and make it happen. And our staff members have just rolled up their sleeves and said, ‘what needs to be done?’”

As vice president for Student Affairs and dean of students at American International College (AIC) in Springfield, Scott is just one of countless higher-education administrators who have spent the past 18 months adapting to one unexpected development after another when it came to COVID-19 and how students could best learn and interact during the pandemic.

“You want to plan in times when you aren’t in the middle of a crisis, so that you’re ready to use that plan when a crisis occurs,” he said. “But when you’re thinking through your crisis-planning process, you’re thinking of things like a fire or a hurricane coming through. Nobody planned for a pandemic. We had protocols for a specific outbreak, but not something like this.”

The lesson? “We learned that we need to be agile. You might spend weeks planning something, and then one order comes through from the local or state government, and you need to pivot.”

The latest pivot for AIC, one similar to what most colleges and universities are doing, involves students living and learning on campus, with residence halls open and clubs and sports in full swing. But a facemask requirement is back, too, at least indoors. And AIC is also requiring students and employees to be vaccinated against COVID.

“We learned that we need to be agile. You might spend weeks planning something, and then one order comes through from the local or state government, and you need to pivot.”

“At last count, we were at 98%, which is a phenomenal number to get to,” Scott said, noting that religious and medical exemptions are being given, but those people are required to be tested weekly, and their quarantine and isolation protocols in the case of infection differ from those of a vaccinated individual. “So far, the vaccination rate has been helping us quite a bit.”

Elms College in Chicopee has also mandated both masks indoors and vaccination for everyone (students, faculty, and staff) without a legitimate exemption.

“Last year, masks were required everywhere. Now, they are not required outdoors if you don’t have anyone within six feet of you,” President Harry Dumay said. “We don’t have distancing in the clasrooms like last year. But we’ll be functioning with a campus that is fully vaccinated.”

While students could choose to take classes in person or remotely last year, Dumay said the college is asking all undergraduates to be in classrooms this year, although remote capabilities are in place in case someone needs to quarantine.

President Harry Dumay says Elms College not only has a plan

President Harry Dumay says Elms College not only has a plan for this fall, but “a backup to the plan and a backup to the backup.”

“We thought this year would be completely free of all these things, but what we’re seeing in the region and on campus are a lot of breakthrough cases, and Delta is more contagious than the original virus,” Dumay said.

When asked about pushback from students on the vaccine mandate, he said he wouldn’t use that word, exactly. “We certainly had quite a few inquiries from parents, saying, ‘is that necessary?’ Or from staff or employees asking, ‘so what does that mean if I don’t do it?’ I don’t know if anyone resigned on our campus or decided not to come because of the vaccination. There might be one or two cases, but I haven’t heard that.”

Scott said students tend to understand that vaccines not only prevent COVID in many cases, but reduce its severity in others.

At the same time, however, “college-age people are not particularly concerned about hospitalization or death because, for the vast majority of them, they’re able to weather the storm and get through it. But part of the education process is making sure they understand it’s not just about them, it’s about the people around them who might have underlying conditions they might not know about.”

If there has been any pushback, he noted, it has taken the form of questions about why both vaccines and masks are necessary.

“We thought this year would be completely free of all these things, but what we’re seeing in the region and on campus are a lot of breakthrough cases, and Delta is more contagious than the original virus.”

“We’d say, ‘yes, you’re vaccinated, and yes, that probably means there’s a lower likelihood of you contracting COVID, but if you do, you might not know you have it, and you might pass it on to somebody else — maybe a child who can’t get a vaccine, or maybe someone who’s immunocompromised,’” he explained. “For the most part, people get it. More than 1,000 U.S. colleges are requiring vaccines, so we’re among many at this point.”

 

Taking Their Shot

Holyoke Community College President Christina Royal said HCC balanced the desire among many students to get back to in-person learning with the constantly changing health metrics around the Delta variant. “So we decided to open with about a third of classes in person, face to face; a third online; and another third blended of some sort.”

The original plan earlier this summer called for about 25% of classes in person, she explained, “but as those classes were filling up, we heard students wanted more of them, so we added some additional sections. Then we increased class sizes, which were lowered during the pandemic.”

Now 15 students are allowed in a class, still small enough to allow for social distancing, Royal said.

At the same time, “we were also hearing from other students who were not comfortable coming back in, given the conditions in the world. So that’s where we are this semester — we wanted to have a range of options for students so we can match whatever their comfort level is.”

HCC has had a mask mandate on campus since the start of the pandemic and has never lifted it. The college also modified its ventilation systems. “We have several classrooms that don’t have windows, and we wanted to make sure people felt comfortable in the learning spaces.”

In addition, the campus added protective barriers in many places and signage reminding students about masks, social distancing, and hand washing, as well as the need to get vaccinated.

Holyoke Community College President Christina Royal

Holyoke Community College President Christina Royal says the state’s community-college presidents are unified in their support of a vaccine mandate.

That is more than a nudge now, as all 15 community colleges in Massachusetts instituted a vaccine mandate last week for all students, faculty, and staff, which must be fully met by January.

“During the last 18 months, the Massachusetts community colleges have prioritized the health and safety of our communities while also recognizing that many of our students have been disproportionately impacted by the COVID-19 pandemic,” the presidents said in a statement shared with their campuses. “While a significant number of students, faculty, and staff are already vaccinated or are in the process of becoming vaccinated, the 15 colleges are seeking to increase the health and safety of the learning and working environment in light of the ongoing public health concerns and current guidance from the Centers for Disease Control and Prevention.”

In her own message to the HCC community, Royal noted that, “while there is no ironclad defense against coronavirus, extensive public-health research has shown that vaccination greatly reduces the risk of hospitalization and death.”

While the UMass system has not yet instituted a vaccine mandate, UMass Amherst is strongly advising shots for all students and employees. “The science is clear that vaccination is the best way to stop COVID-19 from spreading, and our best way to continue protecting each other’s well-being,” an official statement reads.

In the meantime, individuals who are not vaccinated are required to participate in the university’s asymptomatic testing program.

UMass Amherst is also back to in-person learning, but is following public-health guidelines for wearing masks indoors and distancing where possible.

“If we need to do more education and bring some public-health experts in to reduce misinformation and allow for people to get the facts, then we’ll certainly do that as part of our strategy.”

“The use of indoor masks, required on campus and in the town of Amherst … reduce the spread of infection, said Ann Becker, Public Health director, and Jeffrey Hescock, executive director of Environmental Health and Safety, in the campus’ Public Health Promotion Center, in a statement. But they also laid out the stark facts when it comes to vaccination.

“Our data shows that, among our vaccinated population, only 1.7% have tested positive. Among the approximately 500 individuals who have received religious or medical exemptions from vaccination, 10.05% have tested positive. We urge those not yet vaccinated to consider doing so.”

They noted, however, that positive cases have been predominately among undergraduate off-campus students connected to unmasked social activities. “We have not seen any spread in academic settings. Most cases continue to be of short duration, resulting in mild to moderate illness.”

UMass makes vaccine clinics readily availabe on campus, as do the 15 community colleges. HCC offers free COVID-19 vaccinations for four hours every Tuesday, as well as COVID-19 testing six days a week on campus through the Holyoke Board of Health.

Royal was adamant that a vaccine mandate was the right call.

“I think this is in our collective best interest, for our community colleges and for our region as well,” she told BusinessWest. “At this point, the vaccines have been shown to be effective when we’re talking about preventing disease or reducing hospitalizations and deaths.”

She recognizes that people have many different perspectives that should be respected, but that the college has a duty to combat misinformation.

“If we need to do more education and bring some public-health experts in to reduce misinformation and allow for people to get the facts, then we’ll certainly do that as part of our strategy.”

 

Life of the Campus

In some ways, it has been a frustrating start to the semester, Dumay said, noting that the general feeling earlier in the summer was that masks would be optional, let alone vaccines, as COVID gradually retreated. While it hasn’t, he noted that it’s important for students to safety enjoy the full Elms experience.

“One of the distinctive features of an Elms College education … is that it offers a vibrant and nurturing environment, and not just with the instruction that happens in the classroom,” he said. “It’s all the interactions and how people behave with one another.”

College leaders believe important personal growth occurs through that interaction, he added.

“You can’t really do that with an online model. You can approximate it, but it’s not ideal. So to the extent we can, we’ll take the steps that are necessary so we’re safe and have an on-campus education, particularly for young people who are at that stage in their life where they’re forming their character.”

Like Scott, Dumay said the key lesson from the pandemic has been that it’s good to have a plan, but one thet can be modified at any given time. “We have a backup to the plan and a backup to the backup. We’re prepared to shift as the environment changes.”

The second lesson is the importance of transparent communication, he noted, because without it, people tend to fill the gaps with misinformation.

“We’re not pretending the pandemic is over by any means,” AIC’s Scott said. “We’re complying with the Springfield mask mandate right now and requiring masks indoors and outdoors when you can’t maintain the six feet. But we still have a tent set up outside; we’re trying to drive people outside as much as possible, just as an extra layer of protection.

“But the 98% vaccination rate, along with masking — I don’t want to give people a false sense of security where you don’t have to be vigilant, but we’re feeling pretty confident that we’re doing what we need to do to keep people safe.”

If a pocket of infection arises, the campus is ready to bring in more testing supplies and trigger quarantine protocols, but Scott feels like the double protection offered by vaccines and masks are the best way to keep that possibility at bay.

“There’s no one to be mad at,” he added. “I’m not mad at the mayor for putting in a mask mandate; he’s doing what needs to be done to keep the people in the community safe. But is it frustrating when you think you have a plan and the pandemic doesn’t cooperate? Of course, but a virus doesn’t cooperate.”

What makes all the planning and inconveniences worthwhile, he said, was seeing the energy of the students as they moved back onto campus a month ago.

“It was kind of a heartwarming moment seeing some of these returners … they left in March of 2020, and they didn’t come back until the beginning of this September. So when they see each other in person for the very first time in a long while, you can see it, you can feel it. They want to be with each other.

“We believe in the on-campus experience,” he added. “They’re coming here for all these things — to participate in athletics, to live in the residence halls, to eat in the dining commons. We’re on an online campus in this moment.”

Dumay saw the same energy at the Elms — and doesn’t want to do anything that might threaten to snuff it out.

“The first week, seeing students back on campus, was fantastic,” he said. “They’re happy to be here. They don’t want to be sent back to Zoom. They’re happy to be with each other. And we’re happy to see them.”

 

Joseph Bednar can be reached at [email protected]

Senior Service Providers Navigate a Virus That Won’t Go Away

By Contributor
David Ianacone says infection-control expertise
Business of Aging Special Coverage

Pivoting … Again

By Mark Morris

David Ianacone says infection-control expertise

David Ianacone says infection-control expertise in the skilled-nursing world predates COVID by far.

Just when it seemed COVID-19 was getting under control, the Delta variant of the virus took hold — and has encouraged many communities in Western Mass. to once again mandate wearing masks indoors.

With the variant showing no signs of slowing, BusinessWest checked in with several companies that serve seniors in the area — through home care, assisted living, and skilled nursing — to ask how they are navigating this stubborn virus that won’t go away.

They all have different stories, but one constant stands out: all of them have kept safety protocols in place that exceed the requirements of state and local mandates.

For David Ianacone, administrator at the Center for Extended Care and Rehabilitation at Amherst, rigid protocols are in place at all times to prevent infection problems.

“In the nursing-home business, we’re experts in infection control,” he said. “Long before the virus, we’ve had protocols in place known as ‘universal precaution.’”

Indeed, everyone who enters the facility must get their temperature taken and fill out a health questionnaire. Masks are required for staff and visitors at all times. Ianacone said 99% of the patients are fully vaccinated, and he estimated that 92% of the staff have received the vaccine.

“We have around 15 unvaccinated staff, most of whom work in the office or dietary area and are not in direct contact with patients,” Ianacone said. “They are tested every day before their shift begins.” If the test comes up positive, they have to leave.

The protocols have certainly been working; since January, when one patient at the center contracted the coronavirus, no staff or patients have tested positive.

This clean bill of health has allowed visitors to once again see their loved ones in person, but Ianacone pointed out there are restrictions based on the visitor’s vaccination status.

“If they are vaccinated and their loved one is also, they can meet with them closely in their room,” he explained. “But if a visitor is not vaccinated, we have a special room where they can visit in private, but they must maintain social distancing.”

Visitors to Cedarbrook Village at Ware have also returned to restricted visits with residents due to the resurgence of the virus.

Before Delta, Executive Director Kelly Russell said, families could visit with loved ones in their apartments and take meals with them. Since the resurgence, only a few guests can meet with the resident in a designated area that is disinfected after each visit.

“We’re actually going above and beyond what the CDC is recommending for our community,” she noted.

Before the Delta variant, the assisted-living facility was starting to return to normal activities like outings and even a trip to MGM Springfield.

“The residents had a great time at the casino, but we had to stop all trips like that because of the variant,” she said. “We also had to cancel the one-year anniversary of our opening that we had planned for September.”

Russell said her focus is now on “out-of-community risks,” meaning staff and residents out in public, residents coming out of acute settings, and visitors. Protocols are in place to mitigate risk in all these areas.

Patricia-Lee Baskin-Scholpp says she requires her home-care staff to be vaccinated to protect senior clients.

Patricia-Lee Baskin-Scholpp says she requires her home-care staff to be vaccinated to protect senior clients.

With vaccination rates among Cedarbrook staff at nearly 80%, the next challenge will be a state mandate that takes effect on Oct. 31 requiring everyone who works with seniors to be vaccinated.

“We have a responsibility to keep the residents in our community safe,” Russell said. “If there are still some people who refuse to get vaccinated, there’s a good chance they will not be able to work here.”

 

Girding for Battle

Patricia-Lee Baskin-Scholpp isn’t waiting for the state to act. The owner of Caring Solutions, a home-care company based in West Springfield, will not hire anyone who is not vaccinated. And, while 98% of her current staff is vaccinated, home care is an industry with lots of turnover.

“It’s already hard to find candidates, and by requiring a vaccination, the pool becomes that much smaller,” Baskin-Scholpp said. “Despite that, I won’t put my seniors at risk.”

A nurse by training, she discussed the reason she is passionate about vaccinations to prevent the spread of the coronavirus. “When you hold someone’s hand who is dying of COVID, it changes something in you.”

Baskin-Scholpp also believes we are in a war against COVID, and that one battle strategy worth embracing is wearing a mask. “I have N95 masks in many colors so our staff can make them part of their wardrobe,” she said. “We have to wear a mask anyway, so let’s own it.”

After several months without them, residents at Cedarbrook are back to wearing masks when they leave their apartments. For most, Russell said, it’s simply retraining.

“We opened at the height of COVID when many of our residents moved in. At that time, they had their masks with them at all times. Now they just need occasional reminders.”

“We opened at the height of COVID when many of our residents moved in,” she recalled. “At that time, they had their masks with them at all times. Now they just need occasional reminders.”

Because the virus is prone to change, Ianacone said he and his peers at other long-term-care facilities have an open communication stream with the Massachusetts Department of Public Health and the state office of epidemiology. “From time to time, they will recommend new protocols for us to implement to keep everybody safe.”

State health officials had raised concerns when several nursing homes discovered cases of the Delta variant. Ianacone pointed out that the protocols to protect against the Delta variant are the same as protecting against the original coronavirus, so staying consistent in COVID-prevention practices works.

“Because our patients are vulnerable, we always go the extra mile in our safety measures,” he added.

Baskin-Scholpp and her staff of 70 caregivers routinely go the extra mile based on a simple principle.

“If you treat people the way they want to be treated, it works,” she said. “We believe people should be able to stay in their own home and shouldn’t have to pay a fortune to do so.”

She named her company Caring Solutions because she believes every challenge has a solution, even COVID.

“This virus isn’t going anywhere right now, so let’s do everything we can to keep everybody safe,” she told BusinessWest. “It’s really less about individual rights and more about protecting each other.”

As a new facility, Cedarbrook still has apartments available for new residents. When the pandemic first hit, many seniors and their families were fearful of moving into a senior community.

Since that time, as everyone gains more knowledge about the virus, Russell and her staff have continued their diligence with cleaning and safety protocols, which have helped many of those fears to subside.

“People are still able to take tours, and we simply follow a cleaning schedule after the visit,” she said. “As a result, we’re seeing four to six move-ins a month, which is great.”

 

Life on the Front Line

Reflecting on the past 18 months, Ianacone said he appreciates how grateful the families of his patients have been during a time of constant adjustment.

“Hearing from the families is very warming to us staff members because they feel we are doing a good job taking care of their loved ones and keeping them safe.”

While these senior service professionals wage their fight against a stubborn virus, they continue to succeed in keeping seniors in our community safe. Baskin-Scholpp may have summed up the reason for everyone’s dedication.

Simply put, she said, “I am very passionate about our seniors.”

Northampton Looks Ahead with Caution

By Contributor
Amy Cahillane says the city is in a better place
Community Spotlight

Community Spotlight

By Mark Morris

Amy Cahillane says the city is in a better place

Amy Cahillane says the city is in a better place than it was a year ago, but staffing remains a problem for businesses.

As Northampton works through the various stages of the pandemic, one term best describes any discussion about looking ahead.

“I’ve used the phrase ‘cautiously optimistic’ hundreds of times in the last several weeks, never mind the last year and a half,” said Amy Cahillane, executive director of Downtown Northampton Assoc. (DNA) — cautious because the city reimposed mask mandates before many other communities did, and optimistic because, despite all the challenges, Northampton can point to many successes.

Janet Egelston, owner of Northampton Brewery, said the last 18 months have been an ongoing process of pivoting, adapting, and learning, adding that “we call what we’re going through ‘pandemic university.’”

Northampton enjoys a long tradition as a dining destination. With more than 100 places to eat in the city, restaurants are a key sector to Northampton’s economy. Vince Jackson, executive director of the Northampton Chamber of Commerce, said economic studies have shown that, when restaurants are thriving, other business sectors do, too.

“Every job a restaurant creates results in another job in the community,” he explained. “Think about a typical date night — go out for dinner, go see a show, and then maybe a drink at the end of the evening.”

That’s why the pandemic, and the business restrictions that have accompanied it, have been so disruptive to the city’s economy. And the disruptions have come in waves; earlier this spring, when vaccines became widely available and COVID-19 infection numbers began to decrease, Northampton, like many communities, was able to relax masking requirements. Once vaccination levels began to plateau and the Delta variant of the virus kicked in, infections began to trend back up.

And when the city’s Health Department found several breakthrough cases that forced a couple restaurants to close for testing and quarantine, Mayor David Narkewicz made the decision to bring back indoor mask mandates.

“We are very fortunate to have this outdoor space, but it wasn’t as simple as opening the doors.”

“It’s never easy to be out front and be the first, but since we brought back masking, the communities around us have followed suit,” he said, adding that the city’s priority is keeping everyone safe and healthy. “We need businesses open for customers. Otherwise, the engine that drives Northampton isn’t going to run.”

The return to wearing masks was an easy change for Egelston’s staff at Northampton Brewery.

“In the restaurant business, we often make quick adjustments,” she said. “We also have a box of masks at our entrance for customers who arrive without one.”

In 2020, when the first wave of the pandemic closed all kinds of businesses for several months, Egelston delayed her reopening until Aug. 10, the 33rd anniversary of the brewery. Even though outdoor dining has always been a part of the restaurant, with two levels of rooftop decks, she still had to retrofit the space for the times.

“We installed plexiglass barriers and socially distanced our tables outside as if we were inside. We are very fortunate to have this outdoor space, but it wasn’t as simple as opening the doors,” she said, adding that all employees are vaccinated. “It’s our policy.”

Janet Egelston says she is “eternally optimistic”

Janet Egelston says she is “eternally optimistic” despite 18 months of pivoting and persistent staffing challenges.

Since reopening last August, the brewery has operated at a lower capacity, not due to mandates, but because of trouble finding enough staff.

“The core staff who work here are great,” Egelston said, adding that, while there is always some amount of turnover, she hasn’t received many applications in the last several months. “That’s starting to improve, but we’re not yet ready to go to full capacity.”

 

Workforce Crunch

While the city is in a better place than it was a year ago, Cahillane said, staffing remains a challenge for most businesses.

“When everyone is hiring, it perpetuates the issue further because employers are all looking for the same people,” she noted. “They are also filling positions at every conceivable level, from dishwasher to front of house to store manager.”

Despite the staffing challenges, Jackson said most businesses in Northampton had a great summer. In talking with business owners in the restaurant, retail, and construction sectors, he said many reported success at pre-pandemic levels.

“A caterer I spoke with has 200 events booked through the end of the year,” he said. “One restaurant owner said her numbers are better than they’ve been in a long time.”

Northampton at a glance

Year Incorporated: 1883
Population: 28,483
Area: 35.8 square miles
County: Hampshire
Residential tax rate: $17.37
Commercial tax rate: $17.37
Median Household Income: $56,999
Median Family Income: $80,179
Type of government: Mayor, City Council
Largest Employers: Cooley Dickinson Hospital; ServiceNet Inc.; Smith College; L-3 KEO
* Latest information available

‘Summer on Strong’ was a successful effort to close an entire section of Strong Avenue to traffic and turn it into an outdoor dining pavilion shared by a few different eateries. Narkewicz credited local restaurants for suggesting and leading the effort. When ideas like this were proposed, the mayor said the city would “move mountains” to streamline the permitting process to make them happen.

“Northampton is a regional magnet for people who want to come here for entertainment, arts, dining, and the vibe of a walkable city where people like to hang out,” he noted.

The city lost businesses during the pandemic, including Silverscape Designs, which closed at the end of 2020. Despite the optics of that vacancy in the middle of downtown, Cahillane said a mix of new businesses have been opening at an encouraging pace.

“Between Northampton and Florence, we had roughly 18 businesses that left,” she noted. “And nearly 17 new places opened.”

The return of students to Smith College and campuses in the surrounding towns marked a sign of life before the pandemic. Cahillane said the students brought a needed emotional lift. “There has been a noticeable lightening and brightening downtown since the students have come back. Their return is what Northampton usually feels like in the fall.”

The return of events this summer has also provided a boost to Northampton. Cahillane said it’s satisfying to look at a calendar and see events scheduled once again. “The Arts Council held several concerts this summer, we recently started Arts Night Out, and the Jazz Festival is coming back the first weekend in October.”

Jackson is “cautiously optimistic” that momentum from the summer will continue into fall leaf-peeping season. In this area, Indigenous Peoples Weekend marks prime time for leaf peepers.

“One hotelier told me if you don’t book early for that weekend, you won’t find a place to stay,” he said, adding that he’s hopeful activities in November and December will also bring people to the city and surrounding towns.

This fall will be different for Narkewicz, as he will not seek re-election as Northampton’s mayor. Looking back on his 10 years in office, he discussed several areas in which he’s proud of his administration’s achievements, such as improving the fiscal health of the city and being one of the first communities to stand up for the important role immigration plays in the U.S.

“We stand up for equality for all our residents,” he said. “We’ve received high marks for our commitment to LGBTQ folks and have been doing more work around racial equality.”

For the next few months, he hopes to develop a blueprint for the next mayor. “My goal is to provide a map of the immediate needs and available resources, so the next administration can work with stakeholders in the community to make sure we see a strong, equitable recovery to COVID.”

 

Keep Moving Forward

Among many in Northampton, the consensus is to keep moving forward, but also stay safe.

“I don’t know what’s going to happen, but I am eternally optimistic,” Egelston said. “It’s the only way I’ve been able to be in the restaurant business for so many years.”

Jackson said having events return to the city, sometimes in different forms, went a long way to giving people reasons to come to Northampton. “I won’t say this is a new normal, but it feels right for this moment.”

To Stay Competitive, Businesses Need to Think About Automation

By
Features

Doing More with Less

 

At a recent virtual seminar, Delcie Bean asked attendees to think back 20 years and ask themselves, did they foresee a time when phone books and yellow pages would not be a thing?

After all, he asked, every home had one, and they were the primary way small businesses advertised and shared their contact information with the public.

Now, “look at what’s happened to that world,” said Bean, president of Paragus Strategic IT. “That’s the pace at which technology is changing. These things we took for granted, that we felt were never going to change, that were part of the fabric of our ecosystem, have changed. And it’s not just phone books. Think of all the landfills that are chock full of technology that, at one point in time, we didn’t think we could live without.”

And it’s not just tools, but the way we do business, he said, pointing out the short jumps between dominant communication methods over the past century. That idea was one jumping-off point for Bean’s virtual seminar on Sept. 15, titled “Automation: the Time Is Now,” and subtitled “How Automation Can Streamline Your Business and Offset the Labor Shortage.”

At this event, presented by BusinessWest and Comcast Business, he said everyone should ask themselves a simple question: “What’s my phone book? What’s the thing in my business that is still antiquated and should have been replaced by now?

“What’s my phone book? What’s the thing in my business that is still antiquated and should have been replaced by now?”

For example, he went on, “do I have employees entering data into a system that could easily be automated? Am I still doing things on paper forms that then need to be scanned into a system or, God forbid, typed in manually into another system? Do I have antiquated processes that require people to get manual approval and shuffle things around and put things in inboxes and outboxes, and do I still have tasks being done manually that are just ripe to automate?”

The 60-minute presentation focused on the benefits of automation and the ways it can be utilized to save businesses time, trouble, and expense — anything from onboarding a new employee or client to gathering information when someone signs up for something on a website, to the steps involved in the approval process when employees want to request a new computer. All of this, and more, can be automated, Bean said.

One common tool helping businesses do that today is the Microsoft 365 platform, an evolution of the Microsoft Office suite that offers subscription tiers and features including secure cloud storage, business e-mail, advanced cyberthreat protection, and the popular Microsoft Teams program.

“Microsoft has made a very deliberate, very intelligent decision to be the leader in small-business workforce automation, and they have invested infinite money in trying to do that,” Bean said. “And it’s actually paid off.”

 

Perfect Storm

The need to streamline processes through automation impacts most businesses and, as such, is a timely topic of discussion, Bean said — “maybe more than we’d want it to be.” And that’s partly because of the unique set of economic stressors that have emerged over the past 18 months.

“We’re probably all feeling busier right now than we’ve ever felt,” he said. “I know there’s a lot going on that’s causing us to have a lot more on our plates, a lot more challenges to solve, a lot more obstacles to overcome than we’ve had to in the past. So why are we taking time out of our day to have this conversation?”

Well, first of all, businesses are being forced to do more with less. Roughly 3.5 million Americans are not in the workforce but used to be — largely because of the pandemic, but not totally. Population growth has slowed, and the massive exodus of Baby Boomers from the workforce has accelerated somewhat.

“That has a huge impact on the ecomomy, one we cannot minimize,” Bean noted — and one that will continue to ripple throughout organizations of all sizes at a time when everyone seems to be wearing more hats than before, juggling more tasks, and trying to keep up with less help. And that leads to more stress in the workforce.

“We’re seeing more employees comment that they feel overwhelmed, people are leaving their jobs, looking for new jobs, changing industries,” he said. “Or they’re managing the working-remote, working-in-the-office challenges, healthcare challenges … it’s a lot of stress and pressure on the workforce that’s still working.”

On the other hand, the workforce crunch has also created a talent shortage and one of the best-ever markets for job seekers, who have more leverage than before, Bean said, making it harder to hire and retain employees.

Wage growth has accelerated, and so have employee demands regarding everything from remote work to more autonomy to relaxed dress codes, he noted. “Employers are working really hard to try to manage and keep up with those demands while also managing the business.”

It’s an incredibly difficult economy, he added, and just for small employers; the situation is really trickling up to larger and higher-paying employers as well. “It’s not ignoring anybody.”

And it comes, Bean explained, in the midst of what’s known as the Fourth Industrial Revolution, which builds on the third (which began in the mid-20th century and was known as the digital revolution, marked by the rise of computerization). This fourth revolution is melding technologies like artificial intelligence, robotics, cloud computing, augmented reality, smart sensors, 3D printing, and many other advances, and promises to transform the way people live and work.

“There’s a lot going on right now that is digitizing and changing the way we interact with pretty much every aspect of our life,” he said. “And it’s happening at a rate we are very unaccustomed to handle.”

As noted, businesses trying to adapt to this fast-changing world are doing so amid all the recent challenges stemming from the pandemic and the labor situation. Small businesses also lament the growing culture of acquisition, and find it difficult to compete with larger companies with more resources, more innovation, and the ability to pay more for talent.

“All in all, it makes you feel like, if you’re a small firm, you’re in a race that’s a losing battle,” Bean said. “Exhausted? I don’t blame you.”

 

No Standing Still

But exhaustion is no excuse for inaction, he argued, before refuting the common myths around automation: that it’s too expensive, too complicated, and takes too long to implement. All are untrue, he explained during the virtual seminar, and again during a sit-down with BusinessWest Editor George O’Brien during a recent edition of the magazine’s podcast, Business Talk (businesswest.com/blog/businesstalk-with-delcie-bean-ceo-of-paragus-strategic-it).

In other words, there’s no excuse for any business to avoid this conversation any longer.

“We don’t want to be the next Blockbuster,” Bean told the seminar attendees. “We don’t want to be the company that could see that things were changing, stuck to our guns, hung on, and ultimately worked their way into oblivion.”

 

—Joseph Bednar

Mannings’ Gift of $50 Million Is Largest in UMass History

By
Education

Access and Opportunity

 

The University of Massachusetts recently announced it will receive a cash gift of $50 million from Robert and Donna Manning. The gift, the largest of any kind in the university’s history, is aimed at increasing access and opportunity across the five-campus university system.

The first distribution of the $50 million will be $15 million to endow the UMass Boston Nursing program, which will become the Robert and Donna Manning College of Nursing and Health Sciences. The funds will be focused on supporting student diversity and ensuring that the new cohort of nursing professionals are champions of equitable patient care.

Donna Manning’s 35-year career as an oncology nurse at Boston Medical Center inspired the decision to focus the gift on nursing at UMass Boston. Known for her dedication to patients, Manning donated her salary to the hospital each year.

“For the majority of my career in Boston, I was struck by the fact that most of the nurses looked like me, while most of the patients didn’t,” she said. “UMass Boston plays a critical role in supporting diversity in Boston, and I have seen firsthand how diversity in the nursing workforce can improve patient care and address health inequities. We look forward to actively working with the college on these important goals.”

The College of Nursing and Health Sciences is the fastest-growing college at UMass Boston and offers the only four-year public programs in nursing and exercise and health sciences in the Greater Boston area. The undergraduate and graduate population of approximately 2,100 students in the college is 19% black, 12% Latinx, and 11% Asian-American/Pacific islander.

“This transformational gift from Rob and Donna comes at the right time and the right place and for a beautiful cause: to foster a culture of healing and health equity in Boston and beyond. It will enable UMass Boston to take the education of the next generation of nurses nobly serving as caregivers to the next level of excellence and engagement,” UMass Boston Chancellor Marcelo Suárez-Orozco said. “Amidst a pandemic, rampant medical disinformation, nursing shortages, and the heroism of healthcare workers, we at UMass Boston are more committed than ever to cultivating extraordinary nursing talent. The Mannings’ historic gift will be put to use to nurture the next generation of health and wellness scientific expertise, but also the humane heart, the empathy and cultural awareness that define caregiving in its truest sense.”

In the coming months, the Mannings plan to announce distributions from the overall gift to improve access and opportunity on the other UMass campuses in Amherst, Dartmouth, Lowell, and Worcester.

“Donna and I are at a point in our lives where we want to make a real difference, and this was the best way to do that because we know what UMass does for students — it transforms lives,” said Robert Manning, who is chairman of MFS Investment Management and the long-time chair of the UMass board of trustees. “We firmly believe that UMass is the most important asset in the Commonwealth and that the greatest thing we can do to support the Commonwealth is to support the UMass campuses and UMass students.”

The $50 million gift from the Mannings is a transformational moment for the UMass system and would represent the largest-ever commitment received by the university even if it were not an upfront, cash gift.

“The significance of this gift cannot be overstated,” UMass President Marty Meehan said. “Rob and Donna are two of our own. As first-generation college graduates, they experienced the transformational impact UMass has on students’ lives. Rob and Donna have always led by example in their philanthropy, and this remarkable gift is a call to action to the philanthropic community. It says that UMass is a good investment and an opportunity to have direct and immediate impact on the future of the Commonwealth. On behalf of the five campuses, we thank the Mannings for their incredible generosity and commitment to students.”

The Mannings are Methuen natives and were high-school sweethearts. They both commuted to UMass Lowell, with Robert receiving a degree in information systems management from UMass Lowell in 1984 and Donna receiving a nursing degree in 1985 and an MBA from UMass Lowell in 1991. They each received an honorary doctorate of humane letters from UMass Lowell in 2011.

Immediately after graduating from UMass Lowell, Robert Manning began working at MFS Investment Management as a research analyst in its high-yield bond group, and credits his UMass education with giving him a competitive edge. Over his career at MFS, he rose to become president, CEO, and then chair. Under his leadership, MFS has grown to manage more than $670 billion in assets annually. He will retire this year. Donna Manning retired from Boston Medical Center in 2018. The couple plans to be heavily engaged in the UMass programs their gifts will support.

The Mannings were already among UMass’ greatest supporters, having committed more than $11 million to UMass Lowell, where the Manning School of Business bears their name. On the Lowell campus, they have endowed several faculty chairs, sponsored a nursing-simulation lab, and established the Robert and Donna Manning Endowed Scholarship Fund. The Manning Prize for Excellence in Teaching is awarded to faculty on all five UMass campuses for high-impact teaching.

Square One Aims to Make an Impact with Financial-literacy Program

By Contributor
Education

Dollars and Sense

By Mark Morris

From left: Square One’s Dawn DiStefano, Melissa Blissett, and Kristine Allard; and FP Investment Group’s Flavia McCaughey, Flavia Cote, and Peter Cote.

Given the scope of Square One’s work for children and families, it’s not unusual for the organization to receive contributions to support its efforts.

But recently, FR Investment Group offered a donation that goes far beyond writing a check.

“Instead of making a monetary donation, we’ve chosen to do something harder,” said Peter Cote, president of FP Investment Group. “We’re giving our time and services to help Square One clients and staff improve their financial literacy.”

Dawn DiStefano, Square One’s executive director, had seen similar attempts at financial education fizzle out, despite good intentions. This latest proposal was different.

“The FR group wanted to understand who we are and what we want for our clients and staff,” she said. “They were curious, inquisitive, and showed us they valued our expertise as well.”

The Empower Financial Literacy program is now a monthly offering at Square One. Flavia Cote, executive vice president of FR Investment and Peter’s wife, runs the session each month with FR staff, including her daughter, Flavia McCaughey, a vice president with FR.

McCaughey presented the idea to her parents that working with families at the lowest income levels to help them understand the basics of finance could have a huge impact on those families — and also on the community at large. The Cotes supported the idea but also offered some sage advice.

“My parents told me to be prepared that maybe only one person would show up to the meeting,” McCaughey said. “I discussed that possibility with the team, and we decided if the program makes a difference in even one person’s life, it’s worth it.”

Instead, 14 people have signed up for the program, with eight or nine regularly attending the monthly sessions.

“Given that we’re still dealing with COVID and that everyone has busy lives, I’m excited about 14 sign-ups,” DiStefano said. “The program will be here when they’re ready. It’s not a one-and-done.”

“Instead of making a monetary donation, we’ve chosen to do something harder.”

Far from it. Peter has committed his firm to running the financial-literacy program for the next 30 to 50 years.

“That’s how long it’s going to take to make real change in the financial well-being of our community,” he said. “You have to be on the ground and commit to the long term.”

 

Changing the Narrative

This kind of commitment is necessary to break what DiStefano called a self-fulfilling prophecy of bad outcomes.

“Those who grew up in a family where they worried about how they were going to eat and get to school often end up creating that same unstable environment for themselves when they are adults,” she said. “They’re not surprised when they lose an apartment or don’t care about their credit score because they feel they couldn’t buy a car anyway.”

Just like savings, tough situations also have a way of compounding and growing. DiStefano gave an example of someone who lost a job, and in order to receive housing assistance, they had to be in arrears on their rent, which would then negatively affect their credit score. “This is what people are dealing with,” she said.

Melissa Blissett, vice president of Family Support Services at Square One, asks people what’s going on that prohibits them from living a better life and uses a tool called the family-goal plan to help them.

Flavia McCaughey leads a financial-literacy session at Square One.

Flavia McCaughey leads a financial-literacy session at Square One.

“The FR folks speak the same language we use with our families, and we both use the SMART goal approach,” Blissett said. SMART, a popular goal-setting technique, is an acronym for specific, measurable, achievable, relevant, and timely.

Flavia Cote said her team encourages people to set a goal such as buying a reliable car, and the FR staff breaks it down to the actions needed to eventually reach the goal.

“We encourage people to try to save at least $10 a month,” she said. “Even if they can’t save $10 next month, they have started to think about saving.”

To prevent being overwhelmed by a large goal, Peter suggests taking it one step at a time. “I don’t want people to think about years from now — just think about the next 24 hours. When you bring it down to 24 hours, you help people see an attainable goal.”

In their monthly sessions, the FR staff help people with figuring the numbers and, more importantly, understanding the emotions that come with handling finances.

“If someone can’t save for one month, we encourage them to set the goal for next month,” Flavia said. “We want to bring hope and make finance simple enough for people to achieve some sort of financial independence.”

Like dedicated saving, positive actions can also have a compounding effect. Recently, a class-action case involving overdraft fees at a regional bank reached a settlement for several million dollars. Once all the claimants received their share, $23,000 remained. This final amount is usually provided to a nonprofit program in alignment with the core theme of the case and is known as a ‘cy pres,’ from a French phrase meaning ‘as near as possible.’

The plaintiff’s counsel, Angela Edwards, learned about the Square One program from Flavia Cote and thought it sounded perfect. “I recommended the cy pres for Square One, the defense counsel agreed, and the judge approved it.”

 

Making Progress

Peter Cote sees his main job not as a financial person, but as a champion for others. “We’re dealing with people who have a variety of financial challenges, and we are their champions to let them know it will be OK.”

When people attend the sessions at Square One, Flavia said, they show they are ready to make progress with their lives. “We try to help people understand their situation is not permanent and there is a way to change it.”

While a term like financial literacy might sound academic, Peter offered a few different terms that might better describe the course.

“You could call it financial well-being, or Life 101,” he said. “Maybe Figuring It Out 101.”

UMass Amherst College of Nursing Receives $21.5 Million Donation

By
Allison Vorderstrasse says the $21.5 million gift from the Marieb Foundation
Business of Aging

An Impactful Gift

 

Allison Vorderstrasse says the $21.5 million gift from the Marieb Foundation

Allison Vorderstrasse says the $21.5 million gift from the Marieb Foundation will allow the nursing program to move forward with its mission more rapidly.

 

Transformative.

Allison Vorderstrasse acknowledged that this is a powerful word with specific meaning; it is not, or should not be, used arbitrarily.

But when it comes to the $21.5 million donation from the Elaine Nicpon Marieb Foundation to UMass Amherst, and, more specifically, its College of Nursing — the largest single gift ever given to the school — that descriptive adjective certainly fits.

“We know that, in order to transform care, we must first transform education,” said Vorderstrasse, dean of the school of Nursing, noting that the school will now bear the name of the woman who graduated with a master’s degree from the program in 1985 and passed away in 2018. “As a center of discovery — and true to our namesake — the Elaine Marieb College of Nursing will inspire individual and collective growth as we help prepare tomorrow’s leaders and advance the field.

“This gift will support multiple areas of our mission that align so well with Elaine Marieb’s legacy,” she went on. “It will certainly allow us to move forward in those areas in a more rapid fashion than we could without it.

These areas include the university’s Center for Nursing and Engineering Innovation, said Vorderstrasse, adding that the gift will also impact how the school delivers its curriculum and programs, enable enhanced use of simulation, and, perhaps most importantly, put more nurses in the pipeline at a time when they are desperately needed.

“There is a demand for nurses, obviously, and for us to be able to provide a program that can facilitate nurses coming into the profession, especially here in Western Massachusetts, where we’ve seen an even more dramatic nursing shortage, is an important part of our mission.”

When asked about the gift, how it came about, and what it means for the university and its Nursing program, Vorderstrasse started by talking about the message it sends and the trust it implies, something that’s very important to her.

Elaine Marieb

“What was really exciting to me was the enthusiasm at the foundation about honoring Elaine Marieb’s legacy in this way, and the faith and the trust that they had in us as an institution and a college to really make this gift transformative,” she explained. “They truly felt that the work we were doing was innovative, exciting, and, in many ways, unique, and this meant it was a good fit with her legacy and that they would see the impact of that gift. It was very exciting to hear the degree of enthusiasm that they had for what we do.”

For this issue, BusinessWest talked at length with Vorderstrasse about the many ways her program, and the university, intend to honor that trust and put this gift to work in ways that have far-reaching implications.

 

Paying It Forward

The gift from the Marieb Foundation, announced on Sept. 16, is only the latest significant donation to come to UMass in recent months.

It comes after a $50 million gift from Rob and Donna Manning aimed at increasing access and opportunity across the five-campus university system (see story on page 28), and a $170 million gift from the Morningside Foundation to UMass Medical School, further positioning the university as a leading public education institution in the nation.

Together, these donations provide growing evidence that the system and its individual programs are growing in stature and reputation and are “well-positioned to advance education, research, and access for students at scale in the Commonwealth,” said UMass President Marty Meehan in a prepared statement.

Vorderstrasse echoed those sentiments and noted that this latest gift — again, the largest ever given to UMass Amherst — creates more momentum, enthusiasm, and exposure for the school at a pivotal time in its history.

“It’s such an exciting time for the whole university to see this come in,” she said, “because it says that the foundation and others who have been good friends of the university for a long time really do feel that this is a pivotal time to support UMass.”

Meanwhile, the $21.5 million gift is only the latest of many from Marieb and the foundation she created to area schools. Previously, she had made gifts of more than $2 million for campus-wide scholarships at UMass Amherst. She and the foundation have also made several gifts to Holyoke Community College and its Center for Life Sciences, which now bears her name.

Marieb, a Northampton native, died in 2018 at age 82, and ranks among the nation’s most influential nursing educators. As noted, she earned a master’s degree from UMass Amherst’s College of Nursing in 1985 with a specialization in gerontology. Prior to that, she received a Ph.D. in zoology from the College of Natural Sciences at UMass in 1969. She also held degrees from Holyoke Community College, Fitchburg State College, Mount Holyoke College, and Westfield State College. Her distinguished career included time teaching at Springfield College and Holyoke Community College.

Ultimately, Marieb became the author or co-author of more than 10 bestselling textbooks and laboratory manuals on anatomy and physiology after she started writing textbooks to address complaints from her nursing students that the materials then available were ineffective. Her work has been read by more than 3 million nurses and healthcare professionals practicing today.

Marieb’s impact on nursing education will only become more profound with the foundation’s latest gift, said Vorderstrasse, adding that it comes after six to nine months of collaborative discussions with foundation leaders about nursing education, the UMass program, and its mission moving forward.

In many ways, the nursing engineering program, launched last January, became a catalyst for the gift. Seed-funded by other donors and friends of the School of Nursing, the initiative was conceptualized to support graduate students in their research training and experience at UMass across various disciplines, Vorderstrasse explained.

“It functions at that nexus of healthcare, engineering, and healthcare professionals, especially nurses, and the development and application of new technologies or even existing technologies — how we apply those in an ethical manner and develop them in such a way that takes into consideration patients and the people who will use them, as well as nurses who are on the front lines using these technologies.

“We hope that it will evolve into a center that collaborates not only on our campus, but with industry partners, because Massachusetts is a hub for healthcare technology,” she went on, adding that the grant from the Marieb Foundation will fund research at the center, especially new initiatives and pilot programs that need seed funding to get off the ground.

Meanwhile, the gift will be used to help expand the nursing programs and put more nurses into the pipeline, she said. Plans call for student scholarships to be expanded to improve access for underrepresented students, and to link scholarships to academic and professional success.

Elaborating, Vorderstrasse said the traditional bachelor’s-degree program graduates roughly 65 students each year and sees more than 2,000 applicants for those seats.

Expansion of that program will be incremental, perhaps eight to 10 students at a time, she told BusinessWest, adding that a program like this cannot, and should not, double in size overnight. But over a period of years, growth can be achieved that will make a significant impact in the number of nurses entering the field.

Growth is also projected for what’s known as the second-degree nursing program, for individuals who have a degree in another field and want to venture into nursing, said Vorderstrasse, adding that this program currently graduates roughly 90 students each year.

 

Bottom Line

Getting back to the word transformative, it is saved for those occasions when someone or something can bring about profound, meaningful change.

The someone in this case, Marieb, has already done so much to change the landscape when it comes to nursing education. The something is a gift, the latest of many, that will accelerate the pace of growth and progress for the Nursing program and enable more people to earn degrees there.

As Vorderstrasse said, that adjective ‘transformative’ certainly fits in this case.

 

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

MHA’s New Way Staff Helps Residents ‘Invest Back in Themselves’

By Contributor
Business of Aging

Regaining Control

By Kimberley Lee

 

In addition to community-based programming, Nigel Cooper serves as program coordinator for one of nine residences MHA operates as part of its New Way division in the Greater Springfield area for individuals with acquired brain injury.

The division, which also includes a day component, serves those whose brain injury is severe and acquired after birth as the result of a trauma or medical condition. Impairments can range from the physical to the cognitive to the behavioral.

“Our residents were not born with their disabilities,” Cooper said. “Some are college graduates, some have had jobs, some have wives, husbands, children. Something happened in their lives, could be an accident, they could have had a stroke, something that causes the brain not to function as well as it did.”

The specialized care an acquired brain injury patient might need often results in a nursing-home placement, something Cooper calls “unfortunate,” as “some are 30 years old, 50 years old, and find themselves living their life out there. A week or month or days before, they were going through their everyday life in their community.”

This is when New Way, under division Vice President Sara Kyser, can help those referred by the state, after assessment by a skilled-nursing facility, transition from that facility into one of its neighborhood residences.

“Basically, we are transitioning them back to life. They may not have the same life as they had before, but we try to make it as close to that as possible.”

“We interview the individuals and find a good fit for them in one of our homes,” Cooper said. “Basically, we are transitioning them back to life. They may not have the same life as they had before, but we try to make it as close to that as possible.”

His determination and respect for New Way residents mirror how staff engage with them and the programming that includes both rehabilitation and outreach. Services are aimed at helping residents integrate back into their community life, be it through work, volunteer opportunities, or participation in the Resource Center, a New Way program that is also open to those with a disabling medical condition.

“Yes, we provide care, but what I like to say is that we provide support — the difference being that, whatever our residents can do, we approach them to keep on doing that,” he explained. “That is where we meet them; that is where we start our work with them.

“We don’t want people to get discouraged because they need support,” he went on. “There can be depression and a lot of anxiety. So, if someone can cook, we encourage that. If someone can wash their clothes, we encourage that. If someone can bathe themselves, we encourage that.”

The goal, he said, is “to build an independent life for them as far as we can with their injuries.” In the case of one resident in his 30s whose memory was greatly impacted by a drug overdose, this meant getting the support need to be matched with a job, finding his own way over time to and from certain destinations, and eventually moving from a four-bed New Way residence into a less supervised two-bed home.

“We helped move him out of a nursing home and recreated a life that would work for him and his injury,” Cooper said.

For another resident, it has meant regaining the ability to eat without assistance and working toward being able to stand and walk again with less help. “We push 150% to get the residents in all our homes into the communities they live in — reuniting them with family members, keeping them involved in activities outside the residences.

“We are not into just housing people,” he added. “We want to get people out and into society to do whatever they want to do. We are not just ‘housers’ of our residents.”

One key to success, he said, is the trust that develops between staff and residents.

“The job is about making relationships and being motivators, getting people to invest back in themselves — helping them to understand their situation happened, but it is not the end of the world. There is life, there are resources, there is a way you will now live that is different from before, but you will eventually get to a point where you can enjoy your life.”

He added, “I tell staff all the time that the house will get clean, the floors will get swept.”

Cooper noted that “what we need to build is relationships through consistency and being there. We are the people the residents see every day and depend on and trust for support. Once a relationship is built, residents will go to appointments with you, allow you to do personal care and take suggestions. They understand you are in this with them.”

Richard Johnson, who works under Cooper as a site manager, echoed his comments.

“We are all about making the residents feel comfortable,” said Johnson, whose job includes coordinating volunteer opportunities for residents such as cooking and serving meals for the homeless or preparing and distributing COVID hygiene packages for seniors.

He also arranges for residents to attend events like Springfield College’s recent “Be the Change” presentation that was held to promote community service. Staff and residents attend events together but without any indication of their association.

Johnson said such outreach is about the residents continuing to “build relationships” on their own terms and improving their integration skills.

“One of the residents who attended the Springfield College event told me that it was the most comfortable he has felt in years in terms of being out in the community and talking to people,” he noted. “Everything was free, and he just liked being able to go up to a vendor, get nachos and a drink. That engagement on his own was important to him in building a sense of normal for himself.”

Johnson said he builds relationships with the residents through “really hard, honest conversations through which I learn how to navigate and pick up on what they like and what they want to do.”

He noted that transitioning into more active community engagement is not always easy for residents with their disabilities, but he enjoys helping them make that transition and working with Cooper to find related opportunities.

Cooper added that it is this “giving someone a chance to have possibilities and control in their life again” that gives him job satisfaction.

“A lot has been taken away from our residents,” he went on. “The life they were used to living is no longer. They are not living with their families. They can’t just go out to the store or into the kitchen to make what they want to eat or jump on an airplane and travel. What makes me feel good is to see some sort of normalcy return to their lives and for them to get to a certain level where they have control.”

 

Kimberley Lee is vice president of Resource Development & Branding at MHA.

Meet the Women of Impact Judges

By
Features

2021 Women of Impact Judges

Soon, BusinessWest will unveil its Women of Impact for 2021, our fourth annual celebration of area women who are accomplishing great things, standing out in their field, and doing impactful work in the community. As in past years, we’ve asked a panel of three independent judges to read and review dozens of nominations to determine the class of 2021. They are:

Michele Cabral is interim executive director of Professional Education and Corporate Learning at Holyoke Community College and director of Training & Workforce Options. She started her career as a CPA for KPMG Peat Marwick, graduated from the Leadership Development Program at CIGNA Insurance Companies, and joined Farm Credit Financial Partners Inc. as CFO and COO. At HCC, Cabral has held positions as an Accounting professor, then dean of the Business and Technology Division, and she currently leads the HCC Women’s Leadership Series.

Dawn Fleury is the first senior vice president of Corporate Risk at Country Bank in Ware. In her current role, she oversees the bank’s comprehensive risk-management programs. Before joining Country Bank, she had a 21-year career with the FDIC as a commissioned senior bank examiner in the Division of Supervision. Fleury serves on the board of Christina’s House in Springfield, which provides transitional housing for women and their children, as well as educational programming as families transition from homelessness to permanent, stable living environments.

Ellen Freyman is a shareholder with Shatz, Schwartz and Fentin, P.C. in Springfield. Her practice is concentrated in all aspects of commercial real estate: acquisitions and sales, development, leasing, permitting, environmental, and financing. She has been recognized for her community work and was named to Difference Makers and Women of Impact by BusinessWest, Massachusetts Lawyers Weekly Excellence in Law, and the Professional Women’s Chamber Women of the Year. She also earned a Pynchon Award from the Ad Club of Western Massachusetts.