Home Posts tagged 100 Years
Law Special Coverage

Firm Resolve

Sean Buxton was talking about why he chose to join the Springfield-based law firm Bulkley Richardson, and what he’s found since he came on board not quite a year ago.

“It’s been an amazing experience,” said Buxton, who handles general commercial litigation and is currently doing a lot of work in the firm’s new office in Greenfield, referring specifically to being around — and being mentored by — seasoned attorneys with decades of experience.

“Just in the Litigation department alone, we have Sandy Dibble — I can’t even tell you how long he’s been practicing — and Mike Burke, too; they’re such valuable asssets,” he said. “In the legal field, you get this feeling sometimes that the problem you’re coming on is something you’re seeing for the first time and that no one’s ever dealt with this before. To have someone to go to and have them say, ‘that same exact circumstance hasn’t happened to me, but here’s what my instincts say’ and ‘here’s what I’ve experienced,’ that is so valuable.

“You can bounce ideas off so many people here and make sure that your decisions are informed not only by you and what you’ve learned, but by the instincts and experience of everyone around you,” Buxton went on. “And they’re just fascinating people; we have Judge [John] Greaney here, who sat on the Appeals Court and the Supreme Judicial Court, and Sandy as well; the stories they tell and the experiences they can relate … they’re great mentors.”

While the names of the older lawyers and mentors may have changed, and the exact words used to describe their impact may have changed as well, generations of lawyers who have worked at the firm have been saying pretty much the same things as Buxton.

“You can bounce ideas off so many people here and make sure that your decisions are informed not only by you and what you’ve learned, but by the instincts and experience of everyone around you.”

And that’s just one of many things the firm is celebrating as it marks its centennial this year in what could be described as quiet, poignant fashion (we’ll get back to that in a bit).

It’s taking place at a time of change in the business landscape, such as the rise of the cannabis industry, and at a time when many firms are smaller or have been merged into larger entities. Meanwhile, the firm’s ongoing commitment to the community has become a focal point of the centennial, said Managing Partner Dan Finnegan, who came on board in 1992.

“We wanted to celebrate all of the amazing work that has gone into supporting, celebrating, and engaging in the communities in which we live, work, and play through initiatives such as helping to feed the hungry and addressing food insecurity, supporting arts and culture, contributing funds to lifesaving healthcare and research organizations, and providing pro bono legal services to those in need, among many, many others,” he explained. “Members of the firm have contributed time, resources, and finances to help so many worthy causes over the past century, and we plan to continue that legacy.”

Dan Finnegan

Dan Finnegan says the firm’s commitment to the community has become a focal point of its centennial celebration.

Elaborating, he said the firm has launched a new campaign called ‘Be the Change.’ It will connect lawyers and staff with opportunities to engage with organizations in Western Mass. and beyond so they can act together to bring positive change.

The campaign was launched last fall, with a team of 50 from the firm taking part in the annual Rays of Hope breast-cancer walk. Other specific initiatives include a YMCA clean-up day on May 3, when attorneys and staff rolled up their sleeves and helped prepare Stony Brook Acres, a YMCA camp in Wilbraham, for a June opening; partnering with Greater Springfield YMCA to assist area boys and girls attend summer camp (the firm will send 16 youth campers to a YMCA-run camp this summer for one week); and a $10,000 donation to Baystate Health to purchase infusion chairs.

“Giving back to the community is one of the core values that differentiates us,” said Peter Barry, who joined the firm in 1982 and preceded Finnegan as managing partner, adding that this is one of many qualities and traditions that essentially go back to 1924.

For this issue and its focus on law, BusinessWest takes a look at 100 years of tradition, expansion, innovation, entrepreneurship, and giving back — and at how these traits will continue to define the firm moving forward.

 

Making Their Case

When asked how Bulkley Richardson intends to celebrate its centennial — beyond ‘Be the Change’ — Finnegan suggested that the annual holiday party “might be a little more robust this year.”

In most respects, though, it will be business as usual.

And it has been this way since 1924, when R. DeWitt Mallary became associated with the law firm of Frederick Wooden and Harold Small, located in an office at 387 Main St. in Springfield, several blocks south of where the firm is headquartered now, in Tower Square. Eventually, the firm would become Wooden, Small & Mallary.

Peter Barry

Peter Barry says the firm has had a noticeable impact on Springfield and surrounding communities over the years.

Mallary would later partner with Morgan Gilbert to form Mallary & Gilbert, and in 1934, J. Bushnell Richardson, a graduate of Springfield’s Central High School, Amherst College, and Harvard Law School, would join them, and in 1947, the firm became Mallary, Gilbert & Richardson.

In 1950, the firm was reorganized, with the law practice conducted in collaboration by two separate partnerships — Mallary & Gilbert, and Richardson Dibble & Atkinson, adding Norris Dibble and Robert Atkinson as partners. The firms practiced together in shared office space.

Fast-forwarding through the middle of the 20th century, Richardson Dibble & Atkinson merged with the firm of Gordon, Bulkley, Godfrey and Burbank in 1956, and the firm was renamed Bulkley, Richardson, Godfrey and Burbank. A year later, Robert Gelinas joined the firm, and in 1964, Godfrey left to form a partnership with Edwin Lyman. Matthew Ryan Jr., elected as district attorney, a part-time office in those days, joined Bulkley, Richardson, Godfrey & Burbank soon thereafter. And with Burbank’s departure in 1972, the firm was renamed Bulkley, Richardson, Ryan, and Gelinas.

In 1978, the district attorney’s role became full-time, and Ryan left the firm, whch was renamed Bulkley, Richardson, and Gelinas. By 1983, the firm consisted of 27 attorneys and was occupying a suite of offices at Baystate West, which later became Tower Square.

It is still there and recently renewed its lease, said Finnegan, so it will be there for a long while to come. Meanwhile, the firm recently opened a Greenfield location (it also has one in Hadley), and now consists of 40 attorneys and more than 30 staff.

“We work hard, and we provide quality service, but we’re pretty good at work-life balance and understanding that folks have to have lives outside of the office.”

That brings us to today, when the firm is marking what have remained constants through all those changes to the letterhead over the past 100 years — especially quality service to a wide array of clients across dozens of different specialities, and an environment where generations of lawyers have, as Buxton noted, worked together and mentored those new to the profession.

It is also marking change, including the contunuing expansion of its practice areas — there are now 32 of them, Finnegan noted.

“We’ve always been a full-service law firm, one of the biggest, if not the biggest, in the area,” he said. “And we’ve always been able to provide a wide array of services to clients.”

Within those 32 practice areas there have long been specific strengths, such as health law, said Barry, noting that the firm has long represented many of the region’s larger providers, as well as education, representing several colleges and universities.

Bulkley Richardson’s leaders say the firm was built on excellence and has maintained it through the decades.

But there have been important additions to the portfolio over the years as well, he went on, citing the broad realm of cyber law and service to the growing, changing cannabis industry as just two examples.

 

Continuing a Legacy

Barry, who has been with the firm for 42 of its 100 years, joined it just before it relocated from State Street to Tower Square, a big move and a rather large risk for the partners at the time, he said, adding that downtown Springfield was a much different place at the time.

And the firm has been involved in many of the changes that have taken place since, representing entities ranging from the Basketball Hall of Fame, which built its new home just over 20 years ago, to the Springfield Redevelopment Authority, which presided over the renovations that brought Union Station back to productive life after nearly 40 years of dormancy, to the Massachusetts Convention Center Authority, which operates the MassMutual Center.

“It’s nice to be able to drive around and say, ‘we were involved with that,’” Barry said, adding that the firm has also represented the Westover Metropolitan Development Corp. in its many endeavors in Chicopee and Ludlow and countless other clients as well.

Like Finnegan, Barry said many changes have come to the field of law and the firm over the past few decades, let alone the past century — everything from the demise of law libraries, with all that material now online, to the advent of depositons and other legal functions via Zoom.

What’s probably more important is what hasn’t changed — and won’t change, they said, especially the firm’s commitment to excellence as well as the environment that Buxton described earlier, one where lawyers and staff with wide ranges of experience and knowhow work together to generate positive results for clients while learning from each other.

In fact, both Barry and Finnegan used similar words and phrases to describe those who mentored them when they arrived four and three decades ago, respectively.

“I’ve had a lot of great mentors here,” said Barry, noting that he and others now serve as mentors to the younger atttorneys.

Finnegan said the firm has created a strong culture, one that has promoted many lawyers (he’s one of them), and staff members as well, who then spend their entire careers at Bulkley Richardson.

“That’s a testament to the culture of the firm,” he said. “We work hard, and we provide quality service, but we’re pretty good at work-life balance and understanding that folks have to have lives outside of the office.”

Looking ahead, Barry and Finnegan said the business plan is rather simple. It calls for continued growth and building upon the solid foundation laid in 1924.

“We’ve made a commitment to growth. Within the past few years, we’ve hired quite a few young lateral attorneys, as well as several attorneys right out of law school,” said Finnegan, adding that the firm has what he calls a rather robust summer associate program (he was one himself) that has served to help keep talent flowing through the pipeline. “We have a lot of young lawyers that we’ve hired over the past few years.”

“Overall, the firm has long managed to maintain an important mix of older attorneys, those in the middle of their careers, and those just joining the profession,” said Barry, adding that such a mix is critical to the ongoing success of any law firm.

Finnegan agreed, noting that this quality is one of many that have defined the firm since Warren Harding was in the White House, and will continue to do so moving forward.

“When I got here, the word I always heard was ‘excellence’ — this firm was built on excellence,” he said. “The firm has always been a collection of exceptional lawyers providing top-quality legal services to our clients. I don’t think that’s ever changed over the 100 years the firm has been in existence, nor is it going to change moving forward.”

Banking and Financial Services Special Coverage

Century Unlimited

 

President and CEO Glenn Welch (center) with some of his team.

President and CEO Glenn Welch (center) with some of his team.

When asked what might come next for Freedom Credit Union, Glenn Welch said simply, “we’re going to continue doing what we’ve been doing for the past 100 years.”

By that he meant … well, a whole lot of things, from continued growth and innovation to embracing new technology; from growing the base of customers to extending the institution’s geographic reach; from finding new ways to serve members to giving back to the community.

There will be more of all of that, said Welch, president and CEO of Freedom, who offered what amounted to a ‘state of the credit union’ report for BusinessWest on the occasion of its 100th birthday.

The milestone (July 22 was the official birthday) has been marked in various ways — from a 100-day summer food drive that raised $4,100 for the Food Bank of Western Massachusetts and collected 930 pounds of food for the Gray House, to a week of ice cream at all the branches in late July for members and employees; from raffles and giveaways for members to specials on loans and CDs.

“It’s a big milestone these days for a financial institution to be around that long,” Welch said. “So we wanted to celebrate with the community.”

Mostly, though, the institution has been quietly continuing those patterns of behavior listed above, he added, noting that he and his team are being both innovative and entrepreneurial as they go about writing the next chapter in a history that began with an institution known as the Western Massachusetts Telephone Workers Credit Union, formed when Warren Harding was patrolling the White House.

“It’s a big milestone these days for a financial institution to be around that long. So we wanted to celebrate with the community.”

Listing examples of both, he said Freedom will soon be introducing its first interactive teller machine (ITM) as well as credit cards and a new debit-card product. Meanwhile, it is continuing and broadening its push into Connecticut with the opening of a loan-production office on Elm Street in Enfield. Also, the credit union, which now boasts roughly $650 million in assets, more than 32,000 members, and 10 branches across Western Mass., has been making some inroads to service companies in the broad and ever-expanding cannabis industry in Western Mass., while continuing to aggressively pursue more business on the commercial-lending side of the ledger.

With the cannabis sector, the credit union recently started providing deposit and cash-management services for businesses in different kinds of businesses, said Welch, adding that this could become a vehicle for growth at Freedom.

“We have several clients that have signed on with us and we have a pretty good backlog of businesses that are looking to come on board with us,” Welch said, noting that the credit union is working with its regulator to make sure it is complying with guidelines for doing business with those in this sector.

It is certainly not the only institution looking to garner cannabis customers, he went on, adding that, as competition mounts, Freedom will work to remain competitive and secure market share in a sector where new businesses open every month, if not every week.

Cannabis was recently made legal for recreational use in the Nutmeg State, he went on, adding that this could be another avenue for growth in that market. “We think we’re in a good position with our expansion into that market.”

Overall, Freedom is still finding its footing in Connecticut, he said, adding that, over the next few years, it will explore opportunities to branch out south of the border, literally and figuratively.

Glenn Welch

Glenn Welch says the basic strategy at Freedom is “to keep doing what we’ve been doing for the past 100 years.”

“We’re going to explore our options in Connecticut as we get a foothold there,” he explained. “There could be a possibility of branching down there; we signed a two-year lease in Enfield, and we want to explore the market with the loan production first; we thought that was a good way to get a good foothold.”

For this issue and its focus on banking and financial services, BusinessWest talked at length with Welch about the first 100 years for Freedom Credit Union, and what is on tap for this Western Mass. institution.

 

Answering the Call

Tracing the history of the credit union, Welch said it started in a small office in the telephone-company building on Worthington Street, serving only employees of that large and fast-growing industry.

In 1978, the institution relocated to a new home on Main Street in Springfield’s North End, which still serves as its headquarters today. In 1987, the Western Massachusetts Telephone Workers Credit Union merged with Monarch Credit Union. As demand for the benefits of a credit union grew, the institution applied for a community charter. In January 2001, membership eligibility was expanded to include anyone who lived or worked in Hampden, Hampshire, Franklin, or Berkshire county, and in early 2020, further expansion of membership eligibility included Hartford and Tolland counties in Connecticut.

In 2004, the institution merged with FHBT Credit Union, and the name of the larger entity became Freedom Credit Union. And with that new name came geographic expansion, with new branches in Chicopee, Northampton, and, later, Turners Falls, Greenfield, Feeding Hills, Easthampton, the Sixteen Acres neighborhood in Springfield, Ludlow, West Springfield (after a merger with West Springfield Credit Union in 2019), and then Connecticut.

Throughout its history, Freedom has consistently sought out new opportunities to expand and bring its products, services, and mission to new zip codes, said Welch, while also looking for new and better ways to serve its members, said Welch, adding that these trends continue today.

Especially with its push into Connecticut, but also with its work to attract residents and businesses in its service area that are looking for options in the wake of a seemingly endless string of bank mergers, the latest being M&T’s absorption of People’s United Bank.

“We’re going to explore our options in Connecticut as we get a foothold there.”

Connecticut has become the next frontier for many banks and credit unions based in Western Mass., and so it is with Freedom, said Welch, adding that the new office in Enfield, which opened earlier this month, will include both a commercial-lending officer and a mortgage originator.

“We had a lot of people in Connecticut who wanted to bank with us, so that’s why we expanded our charter in 2020,” he said, adding that COVID obviously slowed the pace of progress into that state, but with the pandemic easing in most all respects, the credit union is expecting to see growth in the numbers of members from across the border.

Meanwhile, Freedom will continue and escalate what has been an aggressive push into the commercial-lending market on both sides of the border, another initiative that has been slowed somewhat by COVID.

“We’re trying to expand on the commercial side, but obviously not ignoring consumers,” he told BusinessWest. “We did hire a new hire lender for the Connecticut market; we believe there is a lot of opportunity there — on both the commercial and consumer side.”

Overall, the credit union began its push into the commercial market roughly seven years ago, he said, adding that it has been making good inroads since, with two lenders in this market and now the one in Connecticut.

Its legal lending limit is $7 million, with a large sweet spot of $2 million to $5 million, Welch explained, adding that this range leaves plenty of growth potential in a region dominated, on both sides of the border, by small businesses.

“We have a very experienced lending team — we’ve been in the market in a long time,” he said, adding that Freedom will be rolling out some new products in the next few months that will make it easier for companies to obtain small-business loans.

“We’ve partnered with a credit-union service organization with an online app where people can go, and they will make the credit decision for us, based on our guidelines in place,” he explained. “That’s how we hope to help the small businesses in the area.”

Another new service soon to be unveiled by Freedom will enable area retailers to offer financing for purchase of their products through the credit union, an initiative that he believes will help small businesses while also creating potential new members for the credit union on the consumer side.

The credit union’s headquarters have been located on Main Street in Springfield since 1978 — before it was called Freedom.

The credit union’s headquarters have been located on Main Street in Springfield since 1978 — before it was called Freedom.

Overall, growth in membership has been steady, at perhaps 1% a year on average, which is typical of credit unions in this market, he said, adding that Freedom is trying to capitalize on the ongoing consolidation of the banking market and mergers like the one involving M&T and People’s United, which, by most accounts, did not go smoothly.

“I think that’s our biggest opportunity, especially in Connecticut, with M&T and People’s United being such big players in that market,” he said, adding that the credit union is conducting some marketing targeting customers of those institutions.

Meanwhile, as noted earlier, the credit union will soon roll out its own credit card as well as a new debit-card product, its first ITM, and other products and services aimed at making banking easier and more convenient for members.

“We just keep automating things as we try to make it easier for our members to do business with us,” Welch explained. “A lot of things are being done online, and I think we have very competitive products for that; if people want to apply for loans or open accounts, they can do it on their own time, but certainly we have the branch system in place to support them when they need help.”

 

By All Accounts

Looking at the business plan for the next several years, Welch said Freedom is looking at a number of growth opportunities — in Massachusetts, Connecticut, within the cannabis industry, in commercial lending, and with several new consumer products.

It is moving on several different fronts at once, with the goal of expanding its membership base, providing new and better products and services, and taking its mission in new directions.

These initiatives are new in some respects, but overall, they’re simply a continuation of what the institution now known as Freedom has been doing for a century.

 

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

Features Special Coverage

Marking a Milestone

Over the years, Paul Mina says, the name over the door and on the stationery has changed many times — previous incarnations include Community Chest, Red Feather, and United Fund — but the basic mission of the United Way of Pioneer Valley (UWPV) certainly hasn’t.

“The names have changed, the faces have changed, but the work is the same,” said Mina, who serves as administrator of both the United Way of Pioneer Valley and the United Way of Tri County in Framingham in an arrangement that speaks to the many fiscal challenges the organization has confronted in recent years and the need to consolidate and achieve economies of scale. “And that is, very simply, to improve the quality of life for people living in the Pioneer Valley area.”

As he talked with BusinessWest about this mission, on the occasion of the agency’s centennial (the actual birthday is Jan. 10), Mina was looking through some old news clippings, brochures, and assorted memorabilia that had been gathered to help with various efforts to mark this milestone. Together, these pieces help tell the story, he said, adding that the United Way has certainly evolved, as its name has, over the years.

But, as he noted, the underlying mission hasn’t.

“I look for a golden thread throughout the narrative,” he said as he thumbed through a large scrapbook and collections of news stories and promotional material. “And through all of that narrative, all of that archival material … the golden thread that links 1921 to 2021 is helping to improve people’s lives; that’s the endgame.

Paul Mina

Paul Mina

“The names have changed, the faces have changed, but the work is the same.”

“And it’s very significant to note that it was never about giving a handout — it was always about giving a helping hand — and to do it with as much dignity and respect as possible,” he continued. “Whether it’s 1921 or 2021, there are still people who need a helping hand so they can move from dependence to independence and self-sufficiency. That has been the goal, it is the goal, and it will always be the goal.”

 

It is somewhat fitting, said Mina, that the agency’s milestone celebration comes in the midst of a crisis — the COVID-19 pandemic — because, while the United Way of Pioneer Valley has been there to serve those in need every month of every year since January 1921, it has always come forward and stepped up at especially challenging times to meet greater and often different needs.

With that, Mina offered some history lessons. During World War II, for example, the agency, historically linked very closely with the Red Cross, worked to provide a number of services to returning veterans, and in the case of the local chapter, there was a specific focus on helping to reunite families broken apart by the war, and then help them assimilate to a very changed landscape.

“There was a lot of upheaval back home,” he said. “The men were off fighting overseas, the women were in factory jobs … there was a very different kind of assimilation. When a lot of these men came home, their wives, who were basically homemakers prior to them leaving, many of them had good jobs and careers in factories. This wasn’t something that any of them were used to seeing.

“When the men came back, there was a great amount of adjustment that had to take place,” he went on. “The women had to go back to their previous domestic role because the men had to get their jobs back to go back to work. There was a lot of assimilating, and that’s when philanthropy really took off because, now that women had been outside the home, they were involved in many, many things they hadn’t been involved in before, charity being one of them.”

 

That’s just one example, he said, noting that the agency has stepped up during other periods of turbulence, change, and need, providing help with everything from administering the polio vaccine in the 1950s to supplying food to the many who needed it during the Great Depression.

Bringing things right up to the present, Mina noted that, in recent years, the agency has added new services and new ways to help those in need, with everything from prescription savings to financial-literacy efforts to a Mass 211 hotline and its companion suicide-prevention ‘call-to-talk’ line.

And during this pandemic, UWPV, which serves Hampden County, Granby, and South Hadley, has continued that pattern of stepping up.

Indeed, it created a COVID-19 relief fund that including the awarding of grants to roughly 40 organizations, bringing a truckload of 5,000 hot meals to the Food Bank of Western Massachusetts, delivering another truckload of food-relief boxes (20 pounds per box) to the Holyoke Boys & Girls Club for distribution throughout the city, an initiative called Project Toybox that brought 15,000 new toys to affiliated agencies across the region for distribution to young people, and even a drive-up Halloween event at the TD Banknorth building in downtown Springfield, which served to fill a void left by formal and informal bans on trick-or-treating (more on some of these later).

For this issue, BusinessWest talked with Mina about the many things being celebrated as this agency celebrates this milestone, and how the work being carried out during the pandemic is in many ways simply the latest chapter in a century-old story of meeting needs within the community.

 

Past Is Prologue

To emphasize his repeated points about how things have changed over the past century or so — and how they haven’t — Mina pulled a clipping from the pile he had collected, an advertisement of sorts for something called the ‘Charity Chest,’ and pointed to the date, 1918, and then the headline over the piece:

“Charity is not a pocket for the shiftless to dip into,” it read, with the subhead “Far from it. Charity is a long ways from being a lazy man’s paradise.”

Mina noted that this was a reference to how many looked upon those seeking help in those days. He also noted that the language regarding charitable efforts has long since changed, with those involved no longer making any references to the ‘shiftless’ or the ‘lazy,’ for obvious reasons.

But the rest of the ad could almost run today, he said, noting phrases like these with regard to charity: “Its prime function is to relieve distress. Always has been and always will be. Yet, while giving relief in deserving cases, it does far more than that.” And also: “Its main object is to prevent the cause, thereby vitally affecting you and me and everybody. Distress does not always mean poverty. It may mean misfortune, sickness, or the suffering of innocents from wrongdoing of others. All of these charity tries to prevent.”

Again, some of the language has obviously changed over the years, but those sentiments expressed back at the height of World War I are those that still define the United Way today. As Mina noted, it’s not a handout, but a helping hand, and it has been this way through a host of name changes, affiliations, and partnerships.

Tracing the history of all those names the agency has used, Mina said the organization got its start as the Springfield Community Chest. Later, it became the Springfield Community Chest Red Feather Drive (he still has a red feather mounted in a large frame), with the feather being a symbol of charitable giving for more than 150 years. In fact, he noted, the Red Cross and the Red Feather ran an annual appeal together, before the two organizations separated.

Later, the organization was known under the names United Appeal and United Fund, before United Way came into use in the late 1960s.

Regardless of the name on the door, the organization has been carrying out the same essential mission, said Mina, adding that the agency’s programmatic niche, if that’s the proper phrase for it, can be summed up with three simple words: basic human needs.

Elaborating, he said these include food, clothing, shelter, and programs for children and seniors. “These are the things we focus on for a reason, because these are the things that resonate with people. These are the things, whether people are black, white, no matter what ethnicity or color, people in need are in need. Period. That’s the way it’s always been here, and I’m proud to say that it continues to be that way.”

To put the mission and its importance in perspective, Mina rewound the tape on a phone call he received only a half-hour before he talked with BusinessWest from a woman now living in New Mexico after relocating from this region.

“We helped her and her family when they were very much in need about 10 years ago,” he said. “And she called me to say, ‘I don’t know if you remember me or not … but I’m so and so, and I moved from the Pioneer Valley down to New Mexico, and a friend of mine who still lives there needs a helping hand right now — she’s got it very tough, she’s unemployed. I told her that I would call you because I was treated so well by the United Way back then that I wanted her to know that there was someone they could call that would treat them with dignity and respect and do the best they can for you. They’re not going to promise you the moon, but they’ll do the best to help you.’

“That’s a nice compliment she paid us there,” he went on, “because that’s the goal; that’s the whole goal.”

 

Where There’s a Will …

Carrying out these goals has never been anything approaching easy, but in recent years, it has become much more difficult, for a number of reasons.

For starters, the way individuals undertake charitable giving has changed, with many now choosing to give directly to specific groups, rather than to larger umbrella agencies like the United Way that funnel money to other nonprofits, said Mina. Meanwhile, the business landscape has changed dramatically through mergers and consolidations, especially in the financial-services sector, and with many small, family businesses simply disappearing from the landscape.

Also, some major corporations have created their own charitable foundations or giving arms, as was the case with MassMutual in Springfield, which had long been one of the primary supporters of the United Way of Pioneer Valley, he said, noting that all these factors have contributed to making the organization itself much smaller — as well as the level of donations it makes annually. Indeed, while this was a $5 million United Way years ago, in terms of total donations, it is now closer to $2 million.

It was these challenges that prompted the UWPV board to explore a number of options when it came to creating efficiencies and reducing the cost of doing business, for lack of a better phrase, while still carrying out its mission. One of those options was a partnership with the United Way of Tri County whereby that agency would share an administrator and also handle backroom operations — bookkeeping, marketing, and others — for this region’s United Way for a percentage of the funds raised during its annual campaign.

The partnership, which came after several years of unsettledness at the UWPV, one that included two CEOs and two interim CEOs between 2016 and 2018, has brought what the board desired most — stability and continued autonomy.

Those qualities have been needed during a pandemic that has further tested the agency, forcing staff to work remotely for a lengthy stretch because its services were not deemed essential, and further impacting its ability to raise money because of the way it has impacted businesses and families alike.

Indeed, this 100th year for the UWPV has been very different, and also very challenging. Need within the communities has obviously increased, but raising funds to meet those needs has been made much more difficult during the pandemic, especially when it comes to the United Way’s time-honored, preferred method of soliciting donations — via payroll deduction.

“Many of the [annual] campaigns are going to be hurting this year because companies are not going back to work in the time frame we need them to,” Mina said earlier this year. “You can’t ask for people to make contributions through payroll deduction if they’re working, and it’s very hard to ask people for support when they themselves are hurting for the first time maybe in many years.

“We’ve found that a very significant number of people in the hospitality industry, restaurants, and food and beverage operations are only a shadow of what they once were,” he went on. “And some of them are never going to recover; a lot of support isn’t there.”

Yet, amid these challenges, the UWPV has found new and different ways to meet its mission during this difficult year, and new and different ways to remind people of the importance of its basic mission.

Through efforts ranging from the food-distribution efforts to the Halloween gathering, the agency was able to meet growing need within the community and address the many ways in which the pandemic impacted day-to-day living and overall quality of life.

Mina was especially proud of Project Toybox.

“It was a wonderful thing,” he said of that initiative. “A lot of the kids that live in the urban area don’t have a backyard, they couldn’t go to the park, they weren’t allowed to congregate … so we figured this was a great opportunity to give them something they could do indoors.”

All this came on top of the annual Stuff the Bus program, which, as that name suggests, fills a school bus each August with age-appropriate backpacks with all the school supplies kids need.

This year, the agency filled 2,600 such backpacks, but in this era of COVID, the exercise was quite bit a different than it has been in previous years.

“It was difficult to come by this stuff because it’s usually donated by the public,” said Mina. “People come to Six Flags, and they get a free roller-coaster ride when they bring items for the backbacks. There’s also a huge collection point at the Holyoke Mall. All those things were not allowed this year.”

So the agency relied instead on a large donation from the MassMutual Foundation as well as some money from the COVID-19 Relief Fund to purchase the needed items at a discounted price.

Overall, these various efforts have been a continuation of that golden thread Mina mentioned earlier, a concerted effort to enable individual donors to collectively make a huge difference in the lives of countless people.

“It’s about empowering the masses to do things that they can’t do alone,” said Mina in summing it all up. “That’s why payroll deduction, which has been the hallmark of the United Way since its inception, is so important. It allows people who don’t have money in the bank, who aren’t necessarily individuals of high net worth, to be able to take a little money out of their paycheck every week, so, at the end of the year, they might have a $52 donation. That $52 donation, added together with the other folks at their company who do the same thing and give a dollar a week, ends up being an enormous amount of money. But they could never do that on their own if they had to give a lump sum.”

 

Finding a Way

Looking to the future, though, payroll deduction is becoming a less-effective way to raise money, for those reasons mentioned earlier, he said. Meanwhile, instead of channeling funds to other agencies, the United Way will be looking to provide more direct services to the residents of this region.

“We just finished a needs assessment, and 90% of the respondents were donors, and of those 90%, 82% thought that the model we had of funding agencies to do good work, to be a middleman of sorts, was not a model that is modern; it’s not a model that they’re willing to continue to support at the levels that they have in the past.

“They want to know that their contribution is directly impacting things,” he went on. “So we looked at the areas that these donors were identifying as gaps, and we put that together with some intelligence work we did on our own, plus what other agencies were telling us, and we identified three huge gaps that we’re going to fill: food insecurity, continuation and expansion of the call-to-talk and Mass 211 lines, and youth-development programs.

“These are our core areas,” he explained. “The survey only reinforced what we already knew — that our niche is basic human needs and helping people improve their quality of life.”

Looking ahead to 2021, Mina said it will be a milestone year for the United Way, and the occasion will be marked in a number of ways.

But for many of the region’s residents, there won’t be much to celebrate. Indeed, while 2020 was the roughest year in memory for many, the coming months are projected to be in some ways even worse as those basic human needs he mentioned continue to mount, healthcare issues multiply because of the many effects of the pandemic, and resources become more scarce.

“There’s going to be a major shortfall in resources in the next year because COVID is having devastating effects on our economy as well as our health,” he said. “But we’ll figure out a way to deal with it; we’ll figure out a way to continue doing our job. We’ve faced tough times before — we’ve faced World War I, World War II, the Korean conflict, Vietnam, the ’60s … we’ve been there through all these things, and we’ll be there through this, too.”

Figuring out a way and doing its job. This is what the United Way of Pioneer Valley has been doing for a century now. And as its second century starts, this track record of success is certainly worth celebrating.

 

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

Daily News

SPRINGFIELD — As part of its centennial anniversary celebration this year, Junior Achievement of Western Mass. will recognize the contributions that people, educators, and companies in Berkshire County have made during JA’s first 100 years on August 16.

A ceremony will be conducted to award Douglas Crane with the Founders Award. Crane is the fourth-generation grandson of U.S. Sen. Murray Crane from Massachusetts, one of the founders of Junior Achievement in 1919. The event will be held at the Crane Paper Museum, 32 Pioneer St., Dalton, at 11 a.m.,

In Berkshire County, hundreds of students each year participate in JA programs. Each year every student at Stearns School in Pittsfield participate in JA programs from kindergarten through grade 5. Andrew Mickle, a fifth-grade teacher at Stearns coordinates the program in partnership with Carol Maynard from RSVP of Pittsfield. Students at Taconic High have participated in the JA Stock Market Challenge for more than 10 years and this past year, students from Charles McCann Vocational Technical High School also participated. In addition, Taconic High School in partnership with Interprint, introduced JA Career Success. And Drury High School in North Adams students completed JA Personal Finance.

JA programs in Pittsfield and Berkshire County are supported through the generous donations of local businesses and individuals. Guardian Life Insurance provides a grant each year to fund JA programs in the region.

“JA of Western Massachusetts is very honored to receive funding from Guardian Life Insurance and to be able to bring JA programs to Berkshire County,” said Jennifer Connolly, president of Junior Achievement of Western Massachusetts. “We look forward to growing JA in Berkshire County in the upcoming school year.”

Over the past 100 years, JA has evolved from operating primarily in the northeastern United States and teaching teens how to start a business into a multi-national organization reaching more than 10 million students in 100 countries. Its programs promote entrepreneurship, career and work readiness, and financial literacy. In the United States, JA reaches nearly 5 million students in grades kindergarten through 12th.

Junior Achievement was established in 1919 in Springfield by Horace Moses, founder of Strathmore Paper; Theodore Vail, AT&T chairman; and U.S. Sen. Murray Crane from Massachusetts. It was established in response to families moving from farms to the growing industrial cities; the goal was to provide young people with job skills in their new communities.

This year Junior Achievement has been celebrating its centennial year with national and local events planned throughout the year.

“Very few organizations make it to 100 years, much less continue to grow and thrive like Junior Achievement has,” said Connelly. “We’re taking this opportunity to celebrate and honor what’s come before, but also look toward the future as we work to inspire and prepare our young people to succeed in our ever-changing world.”

Cover Story

Century Unlimited

Jeb Balise

Jeb Balise stands in one of the company’s car washes, this one on Riverdale Street.

Some time in 1919 — when, exactly, no one really knows — Paul Balise went into business for himself repairing automobiles and selling them on the side. Today, that company he founded is one of the largest auto-dealer groups in New England and one of the 50 largest in the country. But in most all ways, it’s still doing business the same as it was when Woodrow Wilson was in the White House.

As he flipped through the large photo albums he helped assemble, Bobby Balise moved slowly and methodically, stopping at each page, and sometimes each image, to offer a little commentary.

That’s because every item in the collection helps tell a story that’s now 100 years in the making.

There’s the picture of the small repair garage in Hatfield where it all began. There are photos of the family’s farm and some of the animals raised there. Moving ahead a few pages, there’s a sales receipt from 1936 for a three-year-old Chevrolet Town Sedan sold to a William Bolack, sticker price $410 ($50 was given for a 1929 Ford that was traded in). Little did he know the transaction would become a piece of family history.

Honda models mingle with Chevys in the early 1970s.

Paul Balise’s used car business on Front Street in Chicopee

Paul Balise’s used car business on Front Street in Chicopee

Flipping a few more times, Balise came to a grainy copy of a newspaper photograph, an aerial shot showing the Chevrolet dealership on Columbus Avenue, the York Street Jail across the road, and other buildings in Springfield’s South End — including dozens of homes that would be torn down years later to make way for I-91 — standing in more than three feet of water after the hurricane of 1938.

And then, a few more pages in, there’s a photo montage of that day in 1954 when the Budweiser donkeys came to Springfield. That’s right, donkeys. Apparently they were used in addition to the famous Clydesdales to pull the wagon used in promotions for the beer maker. There’s a photo of the team passing that same dealership on Columbus Avenue and then another of them in the showroom. Balise explains:

“They were going to tour the South End of Springfield and the restaurants down there and entice people to buy more Budweiser. The story goes that they were supposed to stay at the stables across the street where the town had the horses for the garbage collectors. But something fell apart, there wasn’t enough room, the horses didn’t get along with donkeys, I don’t know what, but my Uncle Paul said they could house them in his showroom.”

The Budweiser mules came to Springfield in 1954 and bedded down for a night at Balise Chevrolet, one of the more intriguing pages from the company’s long history.

The Budweiser mules came to Springfield in 1954 and bedded down for a night at Balise Chevrolet, one of the more intriguing pages from the company’s long history.

‘Uncle Paul’ is Paul Balise, founder of the company now known as Balise Motor Sales. He grew up on a farm, as noted earlier, but gravitated toward repairing and selling farm equipment, and then, as they became more popular, automobiles, said Bobby, whose business card reads ‘parts inventory manager’ for Balise Honda, but whose unofficial title is company historian, a role he relishes, to put things mildly.

Paul Balise started with an auto-repair business called the Square Deal Garage and sold cars on the side, his nephew went on. Later, he established a used-car business on Front Street in Chicopee and would eventually become a Chevrolet franchise dealer. He moved to Main Street in Springfield before talking a big leap and leasing — and then buying — the lot on Columbus Avenue that Balise Hyundai still stands on today (much more on all this later).

He was succeeded by his son, Jim, and then his grandson, Jeb, as president and dealer, and over the past few decades, Balise has grown to be the largest dealer group in this region, one of the largest in New England, and among the 50 largest in the country.

Summing up the first 100 years quickly and succinctly, Jeb Balise said that, starting with the garage in Hatfield and continuing with his grandfather’s risky decision to buy the Williams Dodge property on Columbus Avenue, his father’s gambit to sell a little-known Japanese car called Honda at the Chevy dealership, and carrying on today with Balise car washes and a host of auto-related businesses, the company has seized opportunities when and where it could with an eye toward staying on the cutting edge of an always-changing business.

“Starting with my grandfather, we’ve been entrepreneurial and always looking for better ways to serve the customer,” he said, adding that it has been this way since 1919.

When, exactly, in 1919 no one really knows, said Bobby Balise, adding that the company that has become one of the most recognizable brands in this region had a rather informal beginning.

And there are some other dates and miscellaneous bits of information that remain question marks, such as the precise location of that dealership in Chicopee.

But a great deal is known, he went on, adding that much of the company’s history has been chronicled in some form, and over the course of a year-long centennial celebration, the company will try to tell some of that history.

While doing so, it will write some new chapters and add more images to the albums — figuratively if not literally, said Jeb, adding that, in this age of consolidation within the industry, the Balise company is only looking toward what it will take to be around another 100 years.

History Lessons

Alex Balise McEwen, Jeb’s daughter and fourth-generation member of the Balise leadership team — she’s the marketing manager — told BusinessWest that the company is still piecing together plans for how and when it will mark the centennial.

“This will be a year-long celebration,” she noted, adding that, in addition to bringing back the familiar ‘You’ll Do Better at Balise” slogan, radio commercials and other forms of marketing are noting that the company is commemorating 100 years of doing business in this region.

Alex Balise McEwan, fourth-generation member of the Balise leadership team

Alex Balise McEwen, fourth-generation member of the Balise leadership team, says the company will celebrate its centennial throughout the year and in many different ways.

This business has certainly come a long way since the Square Deal Garage, and there have been many individuals and milestones of note, she went on, and the company will use various methods to tell those stories — such as the back wall of the area of the service department at Balise Honda where customers would pick up their vehicles after the work was done. There, several photos and types of imagery have been placed that help tell the story of this particular dealership.

There’s a large photo of Milton Berman, founder of Yale Genton, the large clothing store that once stood on the property at the south end of Riverdale Street, as well as a photo of that store. But most of the others are related to the Honda brand and Jim Balise’s somewhat risky but ultimately rewarding decision to sell the small Japanese cars.

Indeed, there’s a window sticker for a 1971 Honda model; the price was $1,775. There’s also a photo taken in 1972 in Forest Park showing Jim Balise and several of his colleagues standing behind a both a two-cylinder Honda and an eight-cylinder Chevy Impala. And then, there’s a large color photo of the 1973 Honda Civic, the car that changed the fortunes of not only that carmaker, but maybe the Balise company itself, said the company’s historian.

“During the 1973 gas crisis, we had a Chevrolet getting eight miles per gallon, and we had the Chevy Vega, which was supposed to be the savior of the American car industry, and what happens — the engines start blowing up on them,” Bobby Balise recalled. “All we had left besides the Chevys in the showroom was this little Honda Civic, which got great gas mileage; I really believe that saved the franchise to have the foresight to have two car lines.”

There have been many other fortuitous gambles and hard decisions made over the past 100 years, and by each generation, said Jeb Balise, who particularly likes telling stories about his grandfather, who he described as his best friend growing up.

“During the 1973 gas crisis, we had a Chevrolet getting eight miles per gallon, and we had the Chevy Vega, which was supposed to be the savior of the American car industry, and what happens — the engines start blowing up on them. All we had left besides the Chevys in the showroom was this little Honda Civic, which got great gas mileage; I really believe that saved the franchise to have the foresight to have two car lines.”

Recently made part of the inaugural class of the Massachusetts State Automobile Dealers Association’s New Car Dealer Hall of Fame, Paul Balise was a very hands-on manager who spent his career doing what he was doing at the start — fixing things, said Jeb, as one of his favorite stories about his grandfather reveals.

“It was the mid-’70s, I had just started working for my father, and we needed an electrician for … something, I don’t remember what. So we got an electrician, and they did the repair,” he recalled. “A week or two later, my father comes down with the bill, which was reasonable, and says, ‘what are you doing? — your grandfather does all the repairs around here.’

“It wasn’t to save money,” he went on. “That’s what my grandfather did; at 80, he was still a mechanic slash repairman slash everything else.”

Overall, what he did was set a tone, not just with his work ethic but with his ability to visualize opportunities and seize them.

Driving Forces

Slicing through the long history of the company, both Jeb and Bobby Balise said the decision to move off Main Street and eventually buy the Williams Dodge property on Columbus Avenue was a watershed moment and one that in many ways set the tone for all that was to follow.

“Paul knew he had to move off Main Street because there wasn’t enough room for cars and storage, and he took a gamble and bought that building,” said Bobby, whose father worked alongside Paul for many years as parts manager. “He hesitated on it, and with good reason; it was the height of the Depression, and no one knew what was going to happen and how long it was going to last. But he did it, and proved out to be a spectacular location for him, which we still own today.”

Bobby Balise is the Balise company’s unofficial historian

Bobby Balise is the Balise company’s unofficial historian, a role he’s carried out with great enthusiasm for almost a half-century.

Jeb agreed, and siad the deal might not have happened if his grandfather was left to his own instincts.

“The bank shows up and has a meeting with him and says, ‘Paul, we want to put you in this location,’” he said, recalling the stories told to him about a lease that would be for $600 a month. “My grandfather says he can’t afford it, and those at the bank say, ‘we’ll make sure you can afford it.’

“When the recession was over, the same bankers said, ‘Paul, we’re going to sell you the dealership — it’s time for you to buy it,’” he went on. “Again, he said, ‘I can’t afford it,’ and they basically said, ‘we’ll make it so you can afford it’; it was all on a handshake.”

Moving quickly through the past 40 years of the company’s history — the part less chronicled in those albums — the Balise name moved well beyond Springfield and Chevrolet, starting with that Honda franchise.

Today, the company has 21 new- and used-car dealerships in Western Mass., Rhode Island, and on Cape Cod, and a host of nameplates, foreign and domestic, including Chevy, Ford, Chrysler, Buick, GMC, Honda, Toyota, Nissan, Hyundai, Mazda, Kia, and many others.

And, as noted, it has diversified with collision-repair shops and car washes.

Diversification is necessary, he said, because Balise, with all the nameplates it sells, has more than adequate coverage in this region when it comes to sales. Opportunities for continued growth, therefore, lie more in other businesses related to the car.

But there are opportunities to add dealerships in other markets, including Rhode Island and Connecticut, he said, adding that the company is always looking for new opportunities.

Paul Balise moved his Chevy dealership to Columbus Avenue at the height of the Great Depression

Paul Balise moved his Chevy dealership to Columbus Avenue at the height of the Great Depression, a risky move that set the tone for successive generations of company leadership.

As he carries on the work of the generations that came before him, Jeb Balise said he learned a lot from both his father and grandfather — about the car business, yes, but more about business in general.

“They taught me about how to treat people,” he explained. “They genuinely cared about doing the right thing and helping people. That sounds cliché and corny, but that’s how they were.”

Those thoughts stay with him today as he leads an auto group at a time of ongoing change and consolidation — a time when repair of vehicles is just as important a part of the business — and one with better margins — than new-car sales.

“The level of competition is actually greater because they’re bigger dealerships and the throughput per dealership is much higher, which really helps the consumer because it means you have better selection wherever you end up. Between the Internet and technology and the level of competition with other dealers, it’s never been easier to buy a car.”

In that respect, not much has changed in 100 years, he said with a laugh, adding that, in most all other ways, the landscape has changed considerably.

Especially with regard to consolidation. Indeed, while the days of the single-franchise dealer are not officially over, they are certainly numbered.

“Consolidation continues, and bigger auto groups are getting even bigger,” he explained. “And the level of competition is actually greater because they’re bigger dealerships and the throughput per dealership is much higher, which really helps the consumer because it means you have better selection wherever you end up. Between the Internet and technology and the level of competition with other dealers, it’s never been easier to buy a car.”

There’s still plenty of room for more consolidation, he went on, adding that single dealerships are being bought by groups, and groups are being bought up by bigger groups.

“There’s a lot of buy-sell activity still happening at this period of time, and it usually starts happening when the market gets a little tighter,” he went on. “It’s caused by a few things — retirement age, getting tired, not having kids in the business who want the business, and other factors.”

Balise will not be one of the companies bought up by a larger group because it has no intention of being an acquisition target, said Jeb, adding that he rarely if ever even gets an inquiring call, because those who might pick up the phone know there’s no point in doing so.

“The goal is that we keep it a generational and growing business,” he explained. “We pride ourselves on being a significant part of the communities we operate in, and making a difference — in the lives of our associates as well as the customers and the general community.”

Past Is Prologue

As he continued flipping through the photo albums, Bobby Balise stopped at a page with a curious but poignant collection of items.

One is a photo of the company’s first tow truck, or wrecker, as they were called in those days — a 1948 Weaver with a three-ton boom and a hand crank. It’s symbolic of how the company has always been about more than merely selling cars.

There’s also a photo of James Balise looking not into the camera, but toward what the caption describes as “the unknown future.”

The caption under this photo from the company’s archives reads ‘James Balise looks into the unknown future — 1947.’

And then, there’s a recounting of what was said to Paul Balise by friend Bob Johnston as the two were playing a round with others on the recently opened Franconia Golf Club in Springfield and Paul was expressing considerable anxiety over his decision to buy the vacant auto dealership on Columbus Avenue.

“The clouds you so much dread are rich in mercies and shall break in blessings on your head,” Johnston supposedly said.

That’s a prescient thought and a harbinger for a company that has seen the sun shine on it over the years, but also has been able to make it rain — in all kinds of ways.

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