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Employment Sections

Letter of the Law

By OLGA M. SERAFIMOVA, Esq.

Olga Serafimova

Olga Serafimova

Having to deal with a unionization effort is challenging enough, but having to do it a second time after a narrow success would be truly taxing.

Yet, Danbury Hospital is faced with exactly this task.

Specifically, Danbury Hospital’s workforce voted 346 for and 390 against joining AFT Connecticut, which is a union comprised of teachers, nurses, and other healthcare workers. However, last month, the National Labor Relations Board (NLRB) — the federal agency responsible for the implementation of the National Labor Relations Act — set aside these results and ordered a re-run election. The reason for this development was that the NLRB concluded that the hospital had violated a recent amendment to its rules requiring employers to provide available personal e-mail addresses and telephone numbers for employees included on a voter list.

When a petition is filed with the NLRB seeking to form or join a union, the employer must comply with a number of requirements with short deadlines, such as compiling and providing a voter list. A voter list contains specific information about all employees who would be included in the proposed union if the unionization effort is successful, as these are the employees who get to vote on whether or not to unionize. After the petition is filed, the proposed union and the employer may agree to put the matter to a vote by entering into an election agreement, or may have the NLRB decide whether or not a vote should occur.

To be entitled to a vote, the proposed union must comply with a number of specific requirements, and unless an agreement is reached, the issue is decided at a hearing before the NLRB. This hearing may result in the dismissal of the petition or the issuance of a direction of election, in which case the matter is put to a vote by the employees.

Generally speaking, the voter list must be provided to the NLRB and the proposed union within two business days after the approval of the agreement or the issuance of the direction of election. This deadline is very strict. To get an extension, the employer must be able to show ‘extraordinary circumstances.’

The fact that the employer may be decentralized, have a large workforce, or rely on an outside payroll company, all of which would make gathering the required information more time-consuming, are not sufficient to meet this test. Other aspects of the rule that render the task time-consuming are the very specific format requirements. The NLRB rule controls the file format to be used, the order of the columns, the order of the names, and the font to be used, and failing to comply with any of these requirements could potentially result in a re-run election.

The information required to be on a voting list includes the employees’ full names, job classifications, work locations, shifts, and contact information, including their home addresses, available personal e-mail addresses, and available home and personal cell-phone numbers. In compiling the voter list, Danbury Hospital relied exclusively on the information contained in the employee database maintained by its Human Resources Department.

In so doing, the hospital provided all personal e-mails in that database, as well as telephone numbers for 94% of the employees on the list. Nevertheless, the NLRB held that its rules had been violated.

The NLRB reached this decision not because it found that the hospital had failed to provide any e-mail addresses and telephone numbers, but because it found that the hospital had failed to search diligently enough for any additional e-mail addresses and telephone numbers that may exist.

The NLRB reasoned that, by failing to look into other databases, such as those maintained by its Emergency and Nursing departments, the hospital had not exercised the necessary level of due diligence to comply with the rule.

Given the grave consequences of failing to comply with the requirements of the voter list and the broad interpretation of the new rule in the case of Danbury Hospital, employers facing a unionization effort are advised to start preparing the list as soon as they know the likely scope of the bargaining unit at issue.

A similar result could follow if an employer is found to have failed to properly post or distribute the notice of election, the document informing the parties and employees that a vote will be held. Under the NLRB’s new rule, this notice must be posted in conspicuous places in the workplace, including all places where notices to employees are “customarily posted.”

The employer must also e-mail the notice to all employees with whom the employer “customarily communicates” electronically.

Given these vague definitions, further litigation is bound to happen.

Olga M. Serafimova, Esq. is an attorney at Royal LLP, a woman-owned, boutique, management-side labor and employment law firm. Royal LLP is a certified 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]

Daily News

WARE — Country Bank President and CEO Paul Scully recently announced that Dawn Fleury has been promoted to senior vice president. Fleury has been with Country Bank since 2012 as the first vice President and chief risk officer. Fleury manages the bank’s comprehensive risk management programs, which includes the Risk, Internal Audit, Security, Commercial Credit, and Loan Workout and Collections departments.

“Dawn’s broad knowledge base in the areas that she manages is a great asset to the bank and in turn benefits our customers. It is terrific to recognize Dawn for her exceptional leadership,” said Scully.

Prior to joining Country Bank, Fleury was employed at the Federal Deposit Insurance Corporation from 1991 through 2012 where she served as a senior risk examiner and an accounting specialist. She is a certified public accountant in Massachusetts, and has a bachelor’s of Science in Business Administration from Western New England University. Dawn is a tennis coordinator in Western Massachusetts, and organizes competitive USTA leagues and tournaments for women, men, and mixed doubles.

Country Bank is a full-service mutual community bank serving Central and Western Mass. with 15 offices in Ware, Palmer, West Brookfield, Brimfield, Belchertown, Wilbraham, Ludlow, Leicester, Paxton, Charlton and Worcester.

Daily News

WARE — Country Bank President and CEO Paul Scully announced that Susan Teixeira has been promoted to senior vice president. Teixeira has been with Country Bank since 2007. She has 23 years of experience in the financial-services industry and manages the bank’s Operations and Compliance departments.

“Susan brings a unique perspective and fresh ideas to our senior team and to the departments that she manages. We are delighted to be able to recognize her efforts,” Scully said.

Prior to joining Country Bank, Teixeira worked for the Federal Deposit Insurance Corp., Woronoco Savings Bank, and Florence Savings Bank. She earned a bachelor’s degree in marketing from Western New England College and is a graduate of Stonier Graduate School of Banking. She is a board member for the Randall Boys & Girls Club/Ludlow Community Center and serves on the advisory board for the Springfield Salvation Army.

Country Bank is a full-service mutual community bank serving Central and Western Mass. with 15 offices in Ware, Palmer, West Brookfield, Brimfield, Belchertown, Wilbraham, Ludlow, Leicester, Paxton, Charlton, and Worcester. For more information, call (800) 322-8233 or visit countrybank.com.

Daily News

WARE — Country Bank recently announced that long-time employee Shelley Regin was promoted to senior vice president, Marketing & Retail Banking. In this position, she draws on her 20-year tenure with the bank to lead marketing and retail-banking efforts.

Country Bank President Paul Scully believes Regin’s vast experience makes her well-suited for this role. “In her new position, she will undoubtedly draw on her deep-rooted knowledge of our customers, our staff, and her experience in working both in the retail banking and marketing departments.”

Regin holds a bachelor’s degree from Western New England University and earned a certification from the New England School for Financial Studies, a Mass. Bankers Assoc. program at Babson College. She serves on the Carson Center Advisory Board and the River East School to Career Board.

Country Bank is a full-service, mutual, community bank serving Central and Western Mass. with 15 offices in Ware, Palmer, West Brookfield, Brimfield, Belchertown, Wilbraham, Ludlow, Leicester, Paxton, Charlton, and Worcester. For more information, call (800) 322-8233 or visit www.countrybank.com.

Health Care Sections

Driving Forces

By TODD C. RATNER, Esq.

Todd C. Ratner

Todd C. Ratner

Do you remember the day when you received your driver’s license? Most people experienced a rush of excitement and a sense of freedom that they could clearly recall many years later. Now imagine losing this mobility and freedom . . . or, being the one who has to inform an elderly driver that their driver’s license should be limited or even taken away.

The thought of having this often-awkward and painful conversation tempts loved ones to procrastinate; however, adequately preparing for this conversation with an elderly driver who poses a danger to himself and others, and understanding the resources available to both you and your loved one, can facilitate what otherwise might be a traumatic experience.

First, it is important to recognize that everyone ages differently. As such, age alone should never be the sole factor in determining whether or not an elder has the ability to drive safely. However, there is no denying that a person’s physical and cognitive abilities often deteriorate with age. As we age, there is a greater likelihood of becoming inflicted with chronic diseases such as arthritis, dementia, and hearing impairment. In addition, safety of the elder is a concern, as elderly people are more likely to be injured than younger people in similar automobile accidents.

Because the Commonwealth of Massachusetts has no special licensing requirements for elderly drivers, family members should continually watch for signs of diminished capacity. Specifically, family members should ascertain whether or not the driver gets lost, has an increasing number of accidents, becomes forgetful, or has problems understanding simple instructions. Additionally, both Massachusetts and Connecticut require drivers to inform the Registry of Motor Vehicles and Department of Transportation if they have a medical condition that they believe may affect their ability to operate a motor vehicle.

In the event that you believe an elderly driver should reduce or stop driving, it is important to form a plan prior to commencing a dialogue with this individual. Driving is often the last means of independence, because it provides the elderly with the opportunity to visit friends, go shopping, and manage other tasks of daily life. Elderly drivers may get defensive and angry upon hearing that someone is attempting to take away this freedom. Thus, approaching this subject with realistic expectations is critical.

It is important to introduce this subject at a quiet time when both you and the elderly driver are relaxed, without any other immediate concerns. It is also preferable to include the elderly person in the decision-making process, if possible, instead of dictating a decision to them.

You may wish to discuss this matter together with other family members, doctors, and people that the elderly person respects. You might try having the elder write down both pros and cons, in the hope that they will realize that there are benefits to not driving. The initial conversation does not need to yield permanent decisions. Often it is preferable to put the discussion on temporary hold for a few days, to allow time for reflection on various options.

Caregivers and family members may also get assistance from all available resources to facilitate the determination of whether or not the elder should be driving. One option is offered through Weldon Rehabilitation Services on Carew Street in Springfield. They have developed a program to assess an individual’s ability to drive safely. The Driving Assessment Program will take approximately 90 minutes to complete. It commences with a licensed and registered occupational therapist providing a clinical evaluation. If warranted, an on-road evaluation and on-road training with a licensed driving instructor may also occur.

Upon the completion of the evaluation, the results and appropriate recommendations will be discussed with the driver and their physician. The program evaluates vision and perception, physical status, mobility, upper- and lower-extremity reaction time, traffic sign/situation identification and interpretation, cognition, and adaptive equipment. A family member may accompany the elder to the evaluation. To schedule an evaluation, contact the Driver Advisement Program at Mercy Medical Center’s Weldon Rehabilitation Services (413-748-6880).

Other resources to consider are the Berkshire Medical Center’s Driver Evaluation Program in Pittsfield (413-447-2000); the Fairlawn Rehabilitation Hospital’s Driving Evaluation Program in Worcester (508-791-6351); the AARP’s Driver Safety Course (888-227-7669 or http://www.aarpdriversafety.org); the Association for Driver Rehabilitation Specialists, which offers referrals to professionals trained to help people with disabilities, including those associated with aging (866-672-9466); and the AAA Mature Operator Program (800-622-9211).

If the elderly driver cannot operate a vehicle safely and refuses to stop driving, then further action may be warranted. There are several options available:

• Stage an intervention. This involves family members, health care workers, and anyone respected by the elderly driver, uniting to talk to the elder, firmly but compassionately, in an effort to help the senior accept the issue.
• Contact the local Department of Motor Vehicles and register a complaint. You may wish to do this anonymously.
• If all else fails, you may need to disable the car. This subterfuge should always be a last resort, but sadly, some families do find it necessary. This could include taking away the car keys, disconnecting the battery, or moving the vehicle to a location beyond the elderly person’s control. Duplicity is not a long-term solution, but if there is an immediate need to get the elder off the road, it is sometimes necessary.

Denying an elderly person a driver’s license can be an extremely traumatic event. Restricting or removing an elderly person’s right to drive should be done with careful planning, and by taking advantage of the community resources available.

Todd C. Ratner is a shareholder with Bacon Wilson, and member of the firm’s estate planning, elder, real estate, and business & corporate departments. He handles all aspects of estate planning and probate and real estate, as well as general business matters. He is a member of the National Academy of Elder Law Attorneys and was a recipient of Boston Magazine’s Massachusetts Super Lawyers Rising Stars award from 2007-2012, and Lawyers Weekly Up & Coming Lawyer in 2014; (413) 781-0560; [email protected].

Briefcase Departments

Springfield Regional Chamber Merger Approved

SPRINGFIELD — The Massachusetts secretary of state has given final approval to the merger between the Affiliated Chambers of Commerce of Greater Springfield (ACCGS) and the Springfield Chamber of Commerce to officially form the Springfield Regional Chamber. At a meeting of both the ACCGS and the Springfield Chamber, the membership of the ACCGS and the Springfield Chamber voted in person and by proxy to unanimously approve the merger and create the new organization. The creation of one unified organization was the result of more than two years of discussions, comprehensive analyses, reviews of best practices, and benchmarking against chambers across the country. Under the previous model, the ACCGS served as an umbrella organization providing services and benefits to a collective of affiliate chambers: the Springfield Chamber of Commerce, the Professional Women’s Chamber of Commerce (PWC), and the East of the River Five Town Chamber of Commerce (ERC5). The new organization reflects the merger of the ACCGS and Springfield into one organization. “Our region is one economic marketplace,” said chamber President Jeffrey Ciuffreda. “This merger better reflects the regional thinking of our membership, and, as a result, we have a clearer and strengthened vision, stronger collaborations with existing regional partners, and greater opportunities for new ones. It enables the chamber to grow so that its members can grow, too.” He added that the move “also allows us to have a stronger, more unified voice to better shape policy on Beacon Hill and in Washington,” and noted that the merger also allows the chamber to have an increased regional presence to help drive growth, a more cohesive structure, operational efficiencies, and more effective and impactful use of resources. “In the end, this merger should provide for an increased level of service to our members so that we can maximize their financial investment in us.” While the ERC5 voted not to merge, the Springfield Regional Chamber will continue to provide services to these members through the remainder of their membership term. “We continue to work with the ERC5 and its leadership to identify mutually beneficial ways to work together to strengthen the region as a whole,” said Ciuffreda. Meanwhile, the Springfield Regional Chamber has debuted its new logo. According to Nancy Creed, the chamber’s vice president of marketing and communications, the new logo has a more modern look. “We wanted the logo to better reflect what we do rather than who we are,” she said. “Many still don’t understand what a chamber does, but this logo, specifically the words ‘Connect to Commerce,’ clearly reflect our purpose.” The logo, created by Creed with assistance from consultant Gary Czelusniak, centers around the number two because, as Creed noted, “partnerships take two for success — the chamber and a business, the chamber and the region, the chamber and its members, not to mention the businesses and consumers, businesses and employees, and the list goes on. Success is all about working together and building relationships.” She said the choice of colors also are significant, noting that orange represents enthusiasm, creativity, success, strength, and endurance, and is a color highly accepted among the younger generations. “Believe it or not, seeing the color orange actually increases the oxygen supply to the brain and stimulates mental activity, and people associate orange with good value.” She said grey, on the other hand, is associated with power, strength, authority, prestige without being overly formal, reliability, and stability. “Grey is also perceived as long-lasting and classic. That holds true for us since we have been connecting people to commerce for more than a century.” Springfield Regional Chamber members in good standing can use the new logo on their websites as a means of communicating to consumers their commitment and investment in the chamber. The chamber is also working on a new website, www.springfieldregionalchamber.com, and chamber staff have all transitioned to the new domain name for their e-mail addresses.

Single-family Home Sales Up in Pioneer Valley

SPRINGFIELD — The Realtor Assoc. of Pioneer Valley reported that single-family home sales in September were up 19% across the Valley compared to the same time last year. The median price is up 4.1% from $191,750 last year at this time to $199,700 this year. In Hampden County, sales were up 12.2% and median price up 7.1% from September 2014, while in Hampshire County, sales were up 45.2%, and median price was up 1.9%. In Franklin County, sales were up 15.4%, but median price was down 8.8%.

State Unemployment Drops in September

BOSTON — The state’s total unemployment rate dropped to 4.6% in September, the Executive Office of Labor and Workforce Development announced Thursday. The preliminary job estimates from the Bureau of Labor Statistics indicate Massachusetts lost 7,100 jobs in September. The job losses occurred in the education and health services; trade, transportation, and utilities; construction; and manufacturing sectors. However, year-to-date, Massachusetts has added 46,900 jobs. The preliminary estimates show 3,406,700 Massachusetts residents were employed in September, and 163,100 were unemployed, for a total labor force of 3,569,800. The labor force decreased by 21,900 from 3,591,700 in August, as 17,200 fewer residents were employed and 4,600 fewer residents were unemployed over the month. The statewide unemployment rate in August was 4.7%. Over the year, the state’s seasonally adjusted unemployment rate fell 1.0% from 5.6% in September 2014. The September state unemployment rate remains lower than the national rate of 5.1% reported by the Bureau of Labor Statistics. “The Massachusetts unemployment rate continues to decline. Although the state experienced job losses in September, the overall jobs picture is strong,” Labor and Workforce Development Secretary Ronald Walker II said. The state’s labor force participation rate — the total number of residents 16 or older who worked or were unemployed and actively sought work in the last four weeks — decreased 0.4% to 64.9% over the month. The labor-force participation rate over the year has decreased 0.6% compared to September 2014. September 2015 estimates show that 3,406,800 residents were employed, and 163,100 were unemployed. There were 35,400 fewer unemployed persons over the year compared to September 2014. The largest private-sector percentage job gains over the year were in professional, scientific, and business services; leisure and hospitality; and education and health services.

State Receives Grant for Apprenticeship Programs

BOSTON — The state’s Executive Office of Labor and Workforce Development was awarded a $2.9 million federal grant to expand apprenticeship opportunities in high-growth industries in Massachusetts. The American Apprenticeship Grant, awarded by the U.S. Department of Labor, will enable the state to help 300 residents gain apprenticeship training in industries with a growing demand for new employees, such as healthcare, technology, and advanced manufacturing. The funds will support the Massachusetts Apprenticeship Initiative (MAI) to increase the number of apprenticeship and pre-apprenticeship opportunities in those industries. There are more than 7,500 registered apprentices in the state in 2015. “As many employers in Massachusetts struggle to find the skilled labor to fill available jobs, this grant will enable training for individuals in high-demand industries and provide more job opportunities for the people of the Commonwealth,” Gov. Charlie Baker said. The U.S. Department of Labor awarded $175 million in American Apprenticeship Grants to 46 awardees across the nation to expand apprenticeships in high-growth industries. The Executive Office of Labor and Workforce Development will use the grant to build upon apprenticeship opportunities and address the skills gap for underserved residents. “Our team worked incredibly hard to be awarded one of these highly competitive grants,” said Labor and Workforce Development Secretary Ronald Walker, II, who chairs the Workforce Skills Cabinet. “These funds will help us in our mission to meet employers’ demands for highly skilled workers so they can continue to grow their businesses. Businesses cannot grow if they cannot find enough skilled workers.” Created by the governor through an executive order, the Workforce Skills Cabinet’s goal is to align education, economic- and workforce-development programs, and policies to increase opportunities for training and employment for residents while helping businesses meet their growth needs.

Governor Files Landmark Substance-abuse Legislation

BOSTON — Continuing a series of initiatives to combat the opioid epidemic, Gov. Charlie Baker unveiled legislation to provide medical personnel with the power to intervene with patients suffering from addiction, control the spread of addictive prescription opioids, and increase education about substance-use disorder for providers and in the community. The bill, titled “An Act Relative to Substance Use Treatment, Education and Prevention,” contains several additional provisions developed by the Governor’s Opioid Working Group to address prevention, intervention, treatment, and recovery. “Combating the opioid epidemic in the Commonwealth calls for a comprehensive approach, and filing today’s landmark legislation is a critical step toward creating more effective treatment pathways and better controlling opioid-prescribing practices for first-time patients,” Baker said. “Our administration has already implemented a series of the working group’s recommendations to tackle this epidemic from every angle, ranging from prevention to recovery support.” This bill calls for new requirements for practitioners, educators, and communities and amends the civil-commitment statute to specify that women committed for substance-use treatment may be sent to new secure treatment units approved by the departments of Public Health and Mental Health, and ends the practice of sending women to MCI Framingham for treatment. Further, medical professionals will be granted the authority to involuntarily commit an individual for treatment for 72 hours if they pose a danger to themselves or others. Currently, individuals suffering from substance-use disorders can be held for treatment only through an order from the courts, which are not always in session, limiting access for families and patients in need of a 24-hour ‘front door’ to treatment for a substance-related emergency. To better control opioid-prescribing practices, the legislation contains a provision limiting patients to a 72-hour supply the first time they are prescribed an opioid or when they are prescribed an opioid from a new doctor. Practitioners will also be required to always check the Prescription Monitoring Program (PMP) prior to prescribing an opioid to a patient, and will be required to fulfill five hours of training on pain management and addiction every two years.

Agenda Departments

Western Mass. Business Expo

Nov. 4: Comcast Business will present the fifth annual Western Mass. Business Expo at the MassMutual Center in downtown Springfield, produced by BusinessWest and the Healthcare News. The business-to-business show will feature more than 100 booths, seminars and Show Floor Theater presentations, breakfast and lunch programs, a day-capping Expo Social, the annual pitch contest, robotics and machine tooling demonstrations, flu shots, and much more. Sponsors include Comcast Business, presenting sponsor; Health New England, Johnson & Hill Staffing Services, MGM Springfield, and Wild Apple Design, director-level sponsors; the Isenberg School of Business at UMass Amherst, education sponsor; 94.7 WMAS, media sponsor; Peerless Precision, Smith & Wesson, the NTMS, and the Larry A. Maier Memorial Educational Fund as robotics and manufacturing sponsors, and Meyers Brothers Kalicka as entrepreneur sponsor. For more information, call (413) 781-8600, ext. 100, or visit www.businesswest.com.

Senior Health Fair

Nov. 4: Baystate Franklin Medical Center and the YMCA of Greenfield will hold a Senior Health Fair and Functional Fitness Assessment from 9 a.m. to 1 p.m. at the YMCA, 454 Main St. The event, for individuals age 60 and older, will feature a variety of screenings, fitness assessments, information stations, guest speakers, and healing modalities to explore. The event is free and open to the public; lunch will be provided at noon. YMCA staff will administer the functional fitness assessment, which includes six elements: lower body strength, upper body strength, aerobic endurance, lower body flexibility, upper body flexibility, and agility and balance. BFMC departments represented will include the Emergency Department, Medical-Surgical, Birthplace, Cardiopulmonary, Physical and Occupational Therapy, Audiology, Case Management, and Baystate Home Infusion, offering various screenings (such as hearing and balance testing), information on assistive devices, heart-healthy information, and Reiki and stroke education. Participants can test their healthcare knowledge with a ‘Wheel of Health’ game. In addition to YMCA and BFMC staff, vendors from other healthcare-related services will be exhibiting at the fair. During lunch, three guest speakers will be featured: Dr. Tom Higgins, interim president and CEO of Baystate Franklin Medical Center, speaking on senior health; cardiologist Dr. Heba Wassif, on what to monitor with new medications and the side effects they can cause; and nurse practitioner Pamela McLean, on cancer prevention. The event is free, but pre-registration is encouraged. For more information or to register, call (413) 773-3646, ext. 448, or register at the YMCA Welcome Center.

Spirit of Skiing Award

Nov. 7: Cal Conniff will be honored by the New England Ski Museum (NESM) at the Log Cabin in Holyoke. The event is open to the public. NESM’s Spirit of Skiing Award is given to honor a skiing notable who manifests the motto, “skiing is not just a sport, it is a way of life,” attributed to ski pioneer Otto Schniebs. Previous winners include Olympic medalists Stein Eriksen and Penny Pitou, U.S. Olympians Tom Corcoran and Tyler Palmer, Killington Ski Resort founder Preston Smith, renowned ski instructor Herbert Schneider, and ski-show impresario Bernie Weichsel. Conniff spent his professional life working for the betterment of the ski-area industry, managing the Mt. Tom Ski Area from 1968 to 1973. He put the small facility on the national map by developing extensive night skiing and one of the earliest snow-making systems in the country in the 1960s, two innovations that were soon emulated throughout the resort industry. During his tenure at Mt. Tom, Conniff targeted the youth market, introducing thousands to the thrill of downhill skiing through numerous school programs. Conniff took over leadership of the National Ski Areas Assoc. in 1973, moving its offices from New York City to West Hartford, Conn. and ultimately downtown Springfield in 1978, where it remained until his retirement in 1990. He now lives in Wells, Maine. Conniff was an accomplished ski racer in college and won the four-way combined championships for the American Armed Forces in Europe when he was stationed in Germany in the 1950s. A graduate of American International College (AIC), he hosted a TV show on WWLP called Skiers’ Corner. He was inducted into AIC’s Athletic Hall of Fame in 2011, and to the U.S. Ski & Snowboard Hall of Fame in 1990. He is the former president of the New England Ski Museum, where an annual grants program was established in his name. Tickets to the event, which starts at 5 p.m., cost $75 and available by calling the NESM at (603) 823-7177 or visiting www.skimuseum.com/events. Proceeds support the museum’s mission to preserve the history of skiing.

Neuroscientist to Visit Springfield College

Nov. 19: The Springfield College Center for Wellness Education and Research (CWER) will host world-renowned neuroscientist and nutrition and diet expert Nicole Avena at 7 p.m. in the Fuller Arts Center. Avena’s presentation, “Why Diets Fail: Because You’re Addicted to Sugar,” will focus on years of research showing that sugar is addictive, and present a science-based plan to stop cravings. The event is free and open to the public. Author of more than 50 scholarly journal articles, Avena’s research suggests that overeating of palatable foods can produce changes in the brain and behavior that resemble addiction, findings that have jump-started an entire new field of exploration and discovery related to the obesity epidemic. She has presented her research to an array of audiences, including pharmaceutical companies, diabetes-prevention groups, food-industry marketing executives, nutrition groups, and obesity-education groups, and has contributed to articles in Men’s Health, Psychology Today, Bloomberg Businessweek, and WebMD. The New York Academy of Sciences, the American Psychological Assoc., and the National Institute on Drug Abuse have honored her research achievements. Housed in the Springfield College School of Health, Physical Education and Recreation, CWER’s mission of is to serve as the region’s pre-eminent source for best practices in nutrition and physical-activity programming for young people.

Daily News

BOSTON — Continuing a series of initiatives to combat the opioid epidemic, Gov. Charlie Baker unveiled legislation to provide medical personnel with the power to intervene with patients suffering from addiction, control the spread of addictive prescription opioids, and increase education about substance-use disorder for providers and in the community.

The bill, titled “An Act Relative to Substance Use Treatment, Education and Prevention,” contains several additional provisions developed by the Governor’s Opioid Working Group to address prevention, intervention, treatment, and recovery.

“Combating the opioid epidemic in the Commonwealth calls for a comprehensive approach, and filing today’s landmark legislation is a critical step toward creating more effective treatment pathways and better controlling opioid-prescribing practices for first-time patients,” Baker said. “Our administration has already implemented a series of the working group’s recommendations to tackle this epidemic from every angle, ranging from prevention to recovery support.”

This bill calls for new requirements for practitioners, educators, and communities and amends the civil-commitment statute to specify that women committed for substance-use treatment may be sent to new secure treatment units approved by the departments of Public Health and Mental Health, and ends the practice of sending women to MCI Framingham for treatment.

Further, medical professionals will be granted the authority to involuntarily commit an individual for treatment for 72 hours if they pose a danger to themselves or others. Currently, individuals suffering from substance-use disorders can be held for treatment only through an order from the courts, which are not always in session, limiting access for families and patients in need of a 24-hour ‘front door’ to treatment for a substance-related emergency.

To better control opioid-prescribing practices, the legislation contains a provision limiting patients to a 72-hour supply the first time they are prescribed an opioid or when they are prescribed an opioid from a new doctor. Practitioners will also be required to always check the Prescription Monitoring Program (PMP) prior to prescribing an opioid to a patient, and will be required to fulfill five hours of training on pain management and addiction every two years.

“Our administration is utilizing every tool in the toolbox to fight the opioid crisis tainting every corner of the Commonwealth,” said Lt. Gov. Karyn Polito, adding that the bill “serves as the latest call to action to execute a dynamic strategy, and we look forward to working with the legislature to enact meaningful laws to help our citizens.”

A full update on the progress of the Governor’s Opioid Working Group can be found at www.mass.gov/stopaddiction.

Daily News

CHICOPEE — Losing a pet in a house fire can be life shattering. While a human’s first instinct is to run from the fire, a pet’s first instinct is to hide. Because of this, pets are more vulnerable to injury from flames and smoke inhalation.

While fire-rescue teams manage to rescue pets from burning homes, they cannot revive them unless they have the proper equipment — pet oxygen masks. To make sure local fire departments are equipped with proper resources, the Good Dog Spot in Chicopee has donated two pet oxygen masks to the Chicopee and South Hadley fire departments.

These masks are specially designed in a cone shape to fit the noses and muzzles of dogs and cats. Equipped with a rubber seal, they are a comfortable fit for any size pet and help keep their mouths closed. In pet CPR, the pet’s mouth is closed, and breaths are delivered directly into the nostrils. Pet oxygen masks mimic the action of CPR and provide a strong flow of oxygen.

Cover Story

Cover Story

Bob Cummings, CEO and managing principal

Bob Cummings, CEO and managing principal

When Bob Cummings started out in benefits administration, health-insurance co-pays were $3, premiums were well under $100 a month, his office ran on MS-DOS, and it issued paper statements. Much has changed since then, obviously, but not his company’s success formula, based on personalization, creativity, knowledge of a complex and ever-changing subject, and what American Benefits Group prefers to call ‘enabling technology.’

Bob Cummings calls it his “acronym glossary.”

It’s aptly named, and those in his industry, known as benefits administration solution providers, really need one. Actually, it’s their clients that do, so Cummings and others at Northampton-based American Benefits Group, which he serves as CEO and managing principal, always have some on hand.

Comprehending what all those letters stand for will go a long way toward at least better understanding conversations involving benefits these days, he said, noting that there are no fewer than 60 acronyms listed on the two-page sheet.

They range alphabetically from AD&D (accidental death and dismemberment plan) to WHCRA (Women’s Health and Cancer Rights Act), with an alphabet soup of agencies, acts, products, and services in between.

There’s COBRA (Consolidated Omnibus Budget Reconciliation Act), EOI (evidence of insurability), HDHC (high-deductible health coverage), MSA (medical savings account), POP (premium-only Section 125 cafeteria plan), PCE (pre-existing condition exclusion), and PWBA (Pension and Welfare Benefits Administration), which, as everyone knows, is now called the EBSA (Employee Benefits Security Administration), which is obviously listed earlier in the glossary, in the ‘E’ section.

Got it? Of course not.

And Cummings and his team members, who collectively serve as benefits consultants, or advisors, understand that. They also understand that knowing what those letters and phrases, such as ‘Cadillac tax,’ stand for isn’t what’s really important. Rather, it’s being able to decipher which products add up to the best, most practical options for a company’s employees.

And because it excels at that basic mission, American Benefits Group (ABG — that acronym’s not in the glossary) is enjoying a period of profound growth and expansion of an already diverse portfolio.

“This is a really exciting time for us — we’re enjoying a major growth spurt,” said Cummings, who segued into benefits work in the mid-’80s after running a small insurance agency. “Hardly a day goes by that I’m not sending out new client proposals.”

Cummings attributed this growth to an intriguing blend of services — including ‘360-degree benefit-solutions packages’ and account administration — and operating traits that together add up to solid, dependable service that he categorized through early and frequent use of the phrase ‘customer-centric.’

The recipe calls for equal and generous portions of personalization, innovation (meaning investments in what the company calls enabling technology), creativity (more about what that means later), and knowledge, all of which translates into a single word (no acronym required): value.

To help explain his points on innovation and technology, which has been a staple of the company since the beginning in 1987, Cummings held aloft the so-called American Benefits Group Benefits Card, which was created in response to one of the most significant and far-reaching additions to that acronyms list, the FSA, or flexible spending account.

“This has been a real game changer,” Cummings said of the card, roughly 30,000 of which are now in circulation, a number that could rise 25% by year-end. “I can go use it at the doctor’s office, the hospital, the pharmacy, the dentist, the vision provider … it won’t work at a restaurant or a gas station — it’s a specially programmed card — but it will work at the MBTA [Massachusetts Bay Transit Authority] to buy my transit pass, and I can pay for my parking with it, too — any eligible merchant.”

Bob Cummings, seen here with Clodagh Parker, director of Flexible Compensation Services, and Herb Mayer Jr.,

Bob Cummings, seen here with Clodagh Parker, director of Flexible Compensation Services, and Herb Mayer Jr., director of Operations, says ABG is experiencing explosive growth.

The benefits card, which acts in much the same way as a bank account, is just one piece of the equation, though, he went on, listing as just one example a mobile app that allows one to access their account through any connected device. But it’s an apt illustration of how this company has managed to adjust with the times to effectively serve customers and enable business owners and managers to more effectively navigate the complex issues involved with benefits.

For this issue, BusinessWest talked at length with Cummings and others at the company about the constantly and profoundly changing landscape of employee benefits, as reflected in that glossary, and how this firm has come to be a star performer on a highly competitive playing field.

Dollars and Sense

As he talked about the current benefits landscape, Cummings said it would be prudent to first turn the clock back nearly 30 years, when he first entered this field, and not long before he started writing a column on insurance benefits for a recently launched publication known as the Western Mass. Business Journal (WMBJ), now known as BusinessWest (no accepted acronym, although BW is gaining ground).

The benefits world was much different back then, of course, he said with a laugh, citing as evidence the $3 co-pays levied upon health-insurance policyholders, the emerging phenomenon known as the HMO (health maintenance organization), and the MS-DOS (Microsoft Disk Operating System) platform on the office’s computers.

“In those days, I was one of a handful of people who were actually doing group benefits and group health insurance,” he recalled, noting that he first set up shop on King Street in Northampton and chose the name American Benefits Group because he liked to think big and thought that brand reflected this philosophy. “And I can remember when group health insurance was less than $100 a month for the premium, and people paid $5 for an office visit and $3 for a prescription, so nobody thought twice about going to the doctor when they needed to. That was the world we lived in in 1987.”

That world soon changed, however, as the cost of health coverage increased in double-digit increments on a seemingly annual basis, and new products began to emerge along with yet another acronym that would eventually dictate the course of an industry — CDHC, or consumer-driven health care.

“By 2002, we saw the creation of health savings accounts [HSAs] and health reimbursement arrangements [HRAs],” Cummings went on. “Of course, no one knew what they were, just like no one knew what a flexible spending account was in 1988. I knew what a flexible spending account was in 1988, and said, ‘no one knows what this is, but I have the feeling that eventually, every employer will want to offer these to their employees.’

“So in 1988, in the MS-DOS world, I put my big toe in the water — actually, I put everything in the water, and I started administering flexible spending accounts,” he went on. “And I was one of the first people in New England, maybe on the East Coast, to do that.”

He started with a handful of clients based in and around Northampton — Florence Bank, Hampshire College, Mount Holyoke College, AAA of Pioneer Valley, among others — and gradually built the portfolio.

Before he could administer a company’s plan, however, he had to educate the employer — and the employees — about the specifics of the plan and its many benefits. It was a huge part of the equation, and it remains so today.

Indeed, while technology, products, the amount of the deductibles on the health plans, and much more have changed exponentially since Ronald Reagan patrolled the White House, the basic assignment for companies like ABG hasn’t, he went on.

Indeed, success still comes down to those four qualities listed earlier — personalization, innovation, creativity, and knowledge, said Cummings.

When a Plan Comes Together

The company’s customer-centric approach, along with all that aforementioned technology, including cloud-based systems, has in many ways leveled the playing field when it comes to TPAs, or third-party administrators.

This phenomenon, coupled with the company’s partnership with NFP (National Financial Partners), one of the nation’s largest distributors of financial-services products, has enabled ABG to greatly accelerate its growth pattern over the past decade or so.

Over that time, the company has expanded the portfolio of FSA administration from 40 employers and 1,200 participants to hundreds of employers and more than 30,000 participants, said Clodagh Parker, ABG’s director of Flexible Compensation Services, adding that the firm has gone from four or five employers to more than 30 in that period.

That portfolio is diverse, she went on, noting that it includes major employers across several sectors, including carmakers Fiat, Mitsubishi, and Ferrari North America (she jokes that Ferrari let her sit in one of its vehicles once), and Wall Street giant Cantor Fitzgerald.

But its core business, its sweet spot, if you will, is smaller companies with dozens of employees, rather than hundreds. Such businesses usually don’t have large human-resources departments (or even an HR person) and, thus, do need a partner and benefits-solutions provider and, quite often, an FSA administrator.

“I know that every small-business owner is majorly challenged today with just trying to figure out what they’re supposed to do,” Cummings said. “The average small-business owner needs help — they don’t have a full-time department to do all this stuff. If they have a bookkeeper or office manager, he or she is also wearing the double hat as the defacto HR person. These companies generally need to know not just what they’re supposed to do, but how they’re supposed to do it. And that’s been the biggest change from what I guess I would call the good old days.”

The process of serving these companies — and all other clients, for that matter — begins with that aforementioned 360-degree benefits solution, said Cummings.

“It includes strategic analysis for the client and helping the client design a program that’s going to meet their cost objectives and diverse employee needs,” he told BusinessWest. “It also includes providing all of the communication and the carrier negotiations — the pricing-market negotiations with insurance carriers; providing the technologies for the administration of the program, including the web-based, paperless enrollment and communications technology for the employees; and the administration services we offer on a national level, with the FSAs being the biggest.”

Elaborating, he said many of the clients the company has added over the past several years already offered benefits, obviously, but didn’t believe they were getting adequate value when it came to what was being offered and the prices being paid.

With the advent of mandated healthcare coverage, first in Massachusetts and then nationwide, there is considerably less room for negotiation on price, he went on, so the value comes in finding the right set of products for the employee group in question.

American Benefits Group Benefits Card

Bob Cummings calls the American Benefits Group Benefits Card a “game changer.”

“Maybe we go to the $2,000-deductible plan, and we implement an HSA, so we send less premium to the insurance company, and we use some of that savings to help cover some of the out-of-pocket expenses for the employee participants,” he said, offering one example of where the quest for value may take a business owner or manager. “If the client is of sufficient size, we can look at other strategic funding alternatives, including what’s known as partial self-funding, where we might use insurance to protect against more catastrophic risk, and have the employer fund the claims up to that limit.

“We would look to first develop a strategy in terms of the benefits program and looking at the existing benefits program and doing an audit,” he said. “Compliance is a very big issue these days — there’s so much more compliance today than at any other time in history, and it just got much, much bigger. In many cases, employers don’t even know about the regulations, let alone how to comply with them.”

In a nutshell, ABG analyzes a client’s data, needs, budget, and more, and comes up with a solution in the form of what Cummings called an “employer benefits HR web portal,” a platform solution called Employee Navigator, which eliminates paper and provides considerably more efficiency when it comes to enrollment, communication, and other facets of effective plan administration.

Letters of the Law

Summing up all that’s happened over the past three decades or so, Cummings said long gone are the days when companies in this industry were called upon to do little more than get quotes on insurance coverage.

“The bar has certainly been raised for insurance brokers and people working in the employee-benefits marketplace,” he explained, adding that companies aren’t looking for quotes, they’re looking for comprehensive, cost-effective solutions.

By becoming proficient at providing them, ABG is enjoying a period of profound growth triggered by still another acronym it’s been providing from the beginning: ROI.

And every business owner and manager knows what that stands for.

 

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

Retirement Planning Sections

By the Book

Charlie Epstein

Charlie Epstein

Charlie Epstein, president of the 401(k) Coach, LLC, says his new book, Save America, Save! The Secrets of a Successful 401(k) Plan, could not be considered a sequel to his first offering, Paychecks for Life, published in 2012. The latter was intended for employees, while the former was written for plan fiduciaries (employers) who face a long list of responsibilities. And failure to live up to them can have consequences, as a recent Supreme Court ruling shows.

Charlie Epstein calls them “blind squirrels” and “two-plan Tonys.”

These are just some of the colorful names he has for individuals and firms who don’t handle a lot of retirement plans — hence it’s a ‘two-plan Tony’ — but can still manage to sell themselves and their services to employers looking to save a few bucks, cut a few corners, or do a favor for an old friend.

“They have a couple of retirement plans, they’re overcharging fees, there’s bad investments … there’s no process in place for monitoring anybody; nobody’s sitting with the employees and helping them, guiding them,” Epstein, president of Holyoke-based 401(k) Coach, LLC, told BusinessWest. “Even a blind squirrel finds an acorn once in a while, but…”

He didn’t finish that sentence, but didn’t really have to; the implication was clear. Most of the time, the blind squirrel doesn’t find the acorn.

That’s why employers large and small looking for someone to manage the retirement plan they’ve created for their workers should look upon two-plan Tonys with a very wary eye, said Epstein, adding that this isn’t just his opinion or what most would consider sage advice.

Instead, it’s what he called a “duty” that employers share, and, even more importantly, it’s the law, as a number of recent court cases have shown.

It’s all spelled out on page 51 of Epstein’s relatively new book (it came out several months ago) titled Save America, Save! The Secrets of a Successful 401(k) Plan. It’s a how-to book of sorts, and while writing it, Epstein probably broke the ‘m’ key on his computer while repeatedly typing out the word ‘must.’

“If you’re an employer and you sponsor a 401(k) plan, you have a fiduciary responsibility to do what’s in the best interests of your employees,” he writes in a chapter titled “Your Role as a Fiduciary.” “Employers must remember that a 401(k) plan is established under ERISA (the Employee Retirement Income Security Act of 1974) for the exclusive purpose of providing benefits to participants and their beneficiaries.

“As a plan fiduciary, you have a duty of loyalty and a duty of prudence,” he went on. “You must be loyal to your participants and their beneficiaries, and avoid any conflicts of interest or prohibited transactions. You must act prudently in managing the plan and the plan’s investments. That means you must have a repeatable process to monitor the plan’s investments, and to fire and hire the managers if they are not performing to certain metrics.”

He explains those metrics in great detail in a book that is his second on the broad subject of the 401(k) but would not be considered a sequel. In fact, Epstein calls them “bookends.”

Indeed, while Paychecks for Life: How to Turn Your 401(k) into a Paycheck Manufacturing Company, published in 2012, was, as that title implies, intended for the employee, Save America, Save! was written for the employer, spelling out those obligations and ‘musts.’

It differs from Paychecks for Life in a few other respects as well. Epstein’s first book took him three and a half years and two ghostwriters to complete — he says he wound up rewriting 90% of their contributions — while the second was penned over a weekend, by his estimation. And while the former was intended for sale ($22.99 is the listed price) and has sold more than 15,000 copies, the latter is essentially being given away to all who want and need to read it.

What’s more, Epstein is committed to helping financial advisors like him across the country to write their own version of the same book.

“I’m now in the author business, and I’m helping advisors across the country become authors,” he explained, adding that he’s partnering with his publisher, Advantage Media Group, to put similar works in print and thus add another element to his coaching activities.

He admits that this strategy seems nonsensical to the casual observer, but to him it makes all the sense in the world, because his ultimate goal is not only to have employees commit themselves to creating paychecks for life, but also to help employers make sure the job gets done. And that means sharing the wealth, or, in their case, the insight, into not only 401(k) management, but how to write the definitive book on that subject.

For this issue and its focus on retirement planning, BusinessWest talked at length with Epstein about his book, but especially the larger issue of effective plan management and how it doesn’t happen by accident.

Saving Grace

As he talked about his book, why he wrote it, and the growing sense of urgency attached to the matter of the responsibilities incurred by plan fiduciaries, Epstein borrowed the famous quote attributed to the prolific bank robber Willie Sutton.

Only, he didn’t know it was Sutton who, according to lore, when asked by a reporter why he robbed banks, said, “because that’s where the money is.”

Epstein deployed the line as he explained the importance of the case known as Tibble v. Edison, in which the Supreme Court ruled that fiduciaries have a continuing duty to monitor the investments in a retirement plan, the service providers, the fees, and more — and why he believes there will be many more suits like it in the years to come. (Actually, others are already winding their way through the courts.)

“There have been numerous ERISA lawsuits, and there will be a lot more,” he explained. “Why? Simply stated, the lawyers sued the tobacco industry, they sued the pharmaceutical industry, they sued the asbestos industry, and now that we have $4 trillion or $5 trillion in retirement-plan assets, the lawyers are licking their chops.”

Charlie Epstein says his new book

Charlie Epstein says his new book is designed to help business owners with the task of enabling employees to do as the cover suggests.

Edison International, a holding company for a number of electric utilities and other energy interests, provided a 401(k) plan serving 20,000 employees that was valued at $3.8 billion during the litigation. Epstein said his book wasn’t really written for those kinds of companies — although he admits that maybe their top executives should read it anyway — but was intended for employers dealing with plans involving two or three fewer zeroes.

Such companies don’t have large departments handling their 401(k) plans, and, more to the point, the entrepreneurs behind them need to be more focused on running their venture than on administering a retirement plan.

“A plan sponsor fiduciary’s roles and responsibilities are very clearly spelled out under ERISA,” he noted, “but in the small and mid-sized workplace, business owners are not professional fiduciaries — they’re running businesses; they’re making widgets.”

But, as he said, regardless of the size of the company, the basic responsibilities with regard to managing a plan are the same, as are the many forms of trouble a company can run into if those responsibilities are not met, as evidenced by what happened to another, now much-better-known energy company.

“Along came Enron a few years back, which woke everyone up and had people thinking, ‘what is a fiduciary?’” he told BusinessWest. “Enron taught us all the bad things that bad people can do as fiduciaries to their participants, and that set in motion where we are today.”

And by ‘today,’ he meant, among other things, the Supreme Court ruling in Tibble v. Edison. The corporation tried to argue that the statute of limitations had run out and it didn’t have to continue monitoring certain investments (those initiated more than six years earlier, to be specific).

“But the judges said ‘au contraire,’” noted Epstein, “because the laws used in a retirement plan are trust laws, and under trust laws, a fiduciary’s duty never ceases.”

Chapter and Verse

So what does the court’s ruling mean? “It means people need to read this book,” said Epstein with a laugh, noting that its 130-odd pages comprise “a compilation of everything that I have taught and preached for the last 30 years — but in simple terms.”

He said he wrote it because there are, indeed, two parts to the equation when it comes to whether employees can effectively save enough for retirement, and both are equally important. Actually, the employer’s role is more so.

“Even if the employee does everything I say in this book,” said Epstein, holding up Paychecks for Life, “if the employer screws it up…”

The book has five parts, each with its own set of ‘action steps.’

Part one is titled “Our Savings Crisis,” which, as those words suggest, outlines why there is a crisis when it comes to retirement savings and how it can be stemmed. It includes sections on the very uncertain future of Social Security and the emergence of the 401(k) as the “best place to save.”

Part two, meanwhile, is called the “Power of Auto5,” and deals with, among other things, the five automatic features in a plan — enrollment, QDIA (qualified default investment account), escalation, re-enrollment, and something called the ‘stretch match,’ designed to incentivize employees to save a greater percentage of their pay.

While there are detailed references to these automatic features in Paychecks for Life, Epstein said he revisits them here to drive home the point that employers need to be proactive when it comes to helping their employees save.

“Employees, left to their own demise, won’t get it done,” he explained, “so there are some things that I think employers need to do automatically with their retirement plan, such as automatically enroll and automatically increase the contribution.”

Part three is titled “Your Role as a Fiduciary,” and goes into great detail about all those ‘musts’ listed earlier. Part four is called “Creating Smart Savers,” and the concluding section is titled “Measuring Employees’ Success.”

Throughout, there are formal industry terms such as ‘safe-harbor match,’ and far-less-formal phraseology, such as ‘the green-bathrobe effect,’ an anecdote designed to show the folly of taking unnecessary risks with OPM (other people’s money). It would take too long to explain in this space (there’s another reason to get the book).

Overall, the book is designed to create a world of better-informed fiduciaries, said Epstein, adding that, with that knowledge, plan managers can help foster an appetite for more — and more effective — retirement-savings activities, and avoid common mistakes, such as hiring blind squirrels, not monitoring investments, and failing to benchmark those investments.

And that brings him back to that new wrinkle — helping other financial advisors write their own book on the subject.

Already, three advisors he’s working with — in Idaho, New Jersey, and Colorado — are writing their own versions, he told BusinessWest, and there are roughly eight more in the pipeline.

Bottom Line

On the inside of the book jacket for Save America, Save! Epstein writes, “are you doing everything you can to ensure your employees feel confident that they will have enough money to retire and pay for all they desire to do someday? Save America Save! reveals the ‘secret strategies’ that will significantly impact retirement-outcome results for you and your employees.”

By publishing the book, Epstein is making sure those strategies are no longer secret, and that’s exactly what he wants.

Instead, he wants them to be common knowledge. If that goal can be reached, fiduciaries can stay clear of trouble, and, far more importantly, this country can retire that word ‘crisis’ when it comes to retirement savings.

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

Departments People on the Move

Local news hires, promotions, awards, and appointments October 6, 2015

 

Nancy Shendell-Falik

Nancy Shendell-Falik

Nancy Shendell-Falik, who for the past two years has served in a dual position at Baystate Health as senior vice president/chief operating officer and chief nursing officer for Baystate Medical Center, has been promoted to president of Baystate Medical Center and senior vice president for hospital operations at Baystate Health. Her appointment becomes effective Oct. 1. “During her two years at Baystate, Nancy has propelled the organization as both a system leader and COO/CNO of Baystate Medical Center. Her new role is an important step in our journey toward becoming a fully integrated health system, ensuring that we deliver care most effectively and efficiently,” said Dr. Mark Keroack, president and CEO of Baystate Health. “As Baystate Health continues to develop a regional model of care, an important new directive for Nancy will be to help us to achieve a greater alignment between our five hospitals, physicians, and other community providers.” Baystate Health consists of Baystate Medical Center in Springfield, Baystate Franklin Medical Center in Greenfield, Baystate Mary Lane Hospital in Ware, and its newest members, Baystate Wing Hospital in Palmer and Baystate Noble Hospital in Westfield. In Shendell-Falik’s new role, the presidents of Baystate Franklin Medical Center, Baystate Health’s Northern Region, Baystate Noble Hospital, and Baystate Health’s Eastern Region will report to her. Before coming to Baystate, Shendell-Falik — an experienced healthcare and nurse leader with years of success improving the quality of patient care, hospital efficiency, and patient satisfaction — served as senior vice president for Patient Care Services and chief nursing officer at Tufts Medical Center and Floating Hospital for Children in Boston. During her tenure there, she demonstrated a collaborative style of leadership in championing numerous initiatives to improve clinical quality, patient safety, and patient experience. She implemented a system of performance scorecards across all departments, served as executive sponsor of Tufts’ Patient and Family Advisory Council, and sponsored a novel leadership-education program. Prior to her work in Boston, Shendell-Falik served as senior vice president, Patient Care Services, at Newark Beth Israel Medical Center in New Jersey. While at the 673-bed, regional-care teaching hospital, she led similar successful initiatives to improve quality and safety, implemented a nurse-residency program, and reduced nursing vacancy rates. Since joining Baystate in July 2013, Shendell-Falilk has encouraged new interdisciplinary collaborations as a way to further improve patient experience, and served as the architect behind developing standard attire for various caregivers to help patients identify who is providing their care. Also, under her leadership, Baystate Medical Center was named to an elite group of High Performing Hospitals in America by U.S. News & World Report for 2015-16. Shendell-Falik holds a master’s degree in nursing from New York University and a bachelor’s degree in nursing from Rutgers College of Nursing. She was a fellow of the prestigious Robert Wood Johnson Executive Nurse Program. She holds membership in numerous professional societies and organizations, including the Mass. Organization of Nurse Executives, the Robert Wood Johnson Executive Nurse Fellows Alumni Assoc., the National Assoc. for Female Executives, and the American Organization of Nurse Executives. She has published more than a dozen peer-reviewed articles in national journals on topics such as team-based care, achieving Magnet status, and implementing clinical practice guidelines. Keroack noted that Shendell-Falik’s appointment is a milestone in the history of Baystate Health, marking both the first female president and first nurse as president of Baystate Medical Center. “I am extremely excited about the opportunity to guide our nationally recognized hospital into the future,” she said. “I look forward to working collaboratively with staff and leaders of all Baystate facilities to deliver care that is compassionate, of the highest quality, and affordable. As I prepare to assume my new role, I am honored and humbled to be the first woman and nurse to hold this position at Baystate.” For more information on Baystate Medical Center, visit baystatehealth.org/bmc.

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Jason Curtis

Jason Curtis

Tighe & Bond, a New England leader in civil engineering and environmental consulting, recently hired mechanical engineer Jason Curtis to bolster its growing mechanical, electrical, and plumbing (MEP) team. He has experience designing a range of institutional, educational, residential, healthcare, commercial, and combined heat and power projects throughout the region. He will work primarily out of the firm’s corporate office in Westfield. Curtis has managed projects from the conceptual design phase through construction administration. He has completed HVAC system designs and overseen the production of MEP and fire-protection construction documents. Known for working closely with owners and architects in design-coordination efforts, he also has performed energy models and life-cycle cost analyses to evaluate various prospective energy-conservation measures for renovation projects. “Jason is a welcome addition to our MEP team,” said David Pinsky, president and CEO of Tighe & Bond. “As the demand for our mechanical, electrical, and plumbing engineering services has grown, we have expanded our staff to better serve our clients and provide more integrated services. We now have a robust MEP team of 10 that quickly respond to our clients’ needs.” Curtis earned his bachelor’s degree in mechanical engineering from Union College. He is licensed in both Massachusetts and Connecticut, and is registered in Accredited LEED AP Building Design + Construction. In addition, he is a member of the American Society of Heating, Refrigeration and Air Conditioning Engineers.

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Regional accounting firm Whittlesey & Hadley, P.C. announced the following promotions to senior audit associate: Timothy Bessette, Nicholas Deets, Patrick Kelly, Caitlin Main, Alex McCabe, James Mercadante, Steve Norris, Andrew Pires, Michael Ray, and Kyle Rounseville. In addition, Rachel Hahn has been promoted to senior tax associate. In the firm’s wholly owned subsidiary, the Technology Group, LLC, Hadas Davis was promoted to senior network engineer, and Kenneth Blain was promoted to network engineer. “I am pleased to see our team’s dedication to accounting and technology excellence,” said Drew Andrews, the frm’s managing partner. “These promotions are the result of our clients’ continued satisfaction in all that we do for them.”

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Elizabeth Fitzgerald

Elizabeth Fitzgerald

Joseph LeMay

Joseph LeMay

Robert Spano

Robert Spano

Meyers Brothers Kalicka, P.C. announced the hiring of three new associates: Elizabeth Fitzgerald, Joseph LeMay, and Robert Spano. Fitzgerald graduated summa cum laude from Elms College with two bachelor’s degrees, in accounting and information systems and in business management and marketing. She is currently enrolled in the MSA program at Elms. As an undergraduate student, she earned the Jane M. Klausman Women in Business Scholarship, the Margaret & Agnes O’Donnell Scholarship, and the Donald A. & Dorothy F. Axtell Grant Scholarship. Before pursuing accounting, Fitzgerald worked as a customer-service professional at a local bank. In her current position, she works closely with clients to meet their engagement needs and supports the lead accountant in matters including compliance testing and financial analysis. LeMay comes to MBK from Westfield State University. He holds a bachelor’s degree in business management and an MSA. He brings a background in bookkeeping, cost-accounting analytical research, and public-accounting experience to his position through various internships in both public accounting and private industry, including an internship with Meyers Brothers Kalicka. As an associate, his responsibilities include performing audit testing for various industries as well as tax returns for individuals and businesses. Spano holds a bachelor’s degree in business administration from American International College, where he is currently enrolled in the MSAT graduate program. He specializes in field work and compliance testing. Before joining the firm, he completed an internship at a local firm, where he gained experience in taxation and fraud examination. “Elizabeth, Joseph, and Robert represent the next generation of accountants in our profession,” said Howard Cheney, partner and director of the firm’s Audit and Accounting practice. “They are young, vital, and motivated to provide quality service to our clients. At MBK, we believe strongly in the development of our next generation to ensure the continuity of the service we provide to our clients. We couldn’t have asked for better candidates.”

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HUB International New England, a division of HUB International Limited, a global insurance-brokerage, risk-advisory and employee-benefits firm, announced multiple new hires in its East Longmeadow office to meet the needs of its expanding products, services, and customer demand:

Eileen Maxwell

Eileen Maxwell

• Appointed as an employee benefits client relationship manager, Eileen Maxwell will be responsible for assisting staff with client relations, service, sales, and administrative activities of new and existing group benefit accounts. With almost 30 years of experience, she has an extensive background in planning, evaluating, implementing, relationship building, and managing all aspects of employee benefits; and

Marayda Pagan

Marayda Pagan

Marayda Pagan joins the Personal Lines department as an account manager and will be responsible for assisting clients with their home, auto, and personal-liability umbrella coverages. She has held various positions in the insurance industry, starting out as an office assistant before being promoted to processor. She also held the position of Personal Lines manager. Cynthia Squires has been hired as the manager of Select Business for small to medium-sized business accounts in the Commercial Lines department. She has been in the insurance industry for almost 30 years and brings an extensive amount of knowledge and leadership skills to the agency. She will be responsible for the day-to-day management and servicing of small-business accounts, providing oversight and direction to commercial-lines staff, leading quality-control and product-analysis processes, managing departmental retention, acquiring new business goals, and staying on top of the latest industry changes and trends. “We’re thrilled to welcome Eileen, Marayda, and Cynthia on board during this exciting period of growth for the company,” said Timm Marini, president of HUB International New England, formerly FieldEddy Insurance. “Their respective experience will be an essential part in helping to further the agency’s goals of expanding our products and services while maintaining the highest level of service standards and best value to our clients.”

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After 20 years at Dakin Humane Society, Executive Director Leslie Harris announced her resignation effective Oct. 2 to pursue a new opportunity at Quonquont Farm & Orchard in Whately. “Leslie’s vision and leadership has given Dakin incredible momentum and untold success stories,” said Charlotte Cathro, Dakin’s board treasurer. “Since joining the organization in 1995, Leslie grew Dakin from an all-volunteer, foster-based network to one with more than 60 employees between its two locations in Springfield and Leverett, a full-time spay/neuter clinic that has performed more than 60,000 surgeries, and a multi-million-dollar budget. I know I speak for the entire board in expressing my appreciation for Leslie’s stewardship of Dakin and wish her great success in her new role.” Under Harris’s leadership, Dakin Humane Society grew from serving 300 animals in its first year to more than 20,000 in 2014. She led the charge to merge operations with Greenfield’s Pioneer Valley Humane Society in 2006 and the expansion of operations to Springfield in 2009. Today, Dakin encompasses two adoption centers and the Community Spay/Neuter Clinic. Due to Dakin’s affordable, wide-reaching spay/neuter programs, intake of local homeless kittens has declined 46% in the past six years. Dakin has met its dual goals of eliminating euthanasia as a means of controlling pet overpopulation in the Pioneer Valley and guaranteeing the placement of every adoptable animal that arrives at its front doors. Harris currently oversees the organization’s $3.7 million budget. “It has been my honor and pleasure to serve as Dakin’s executive director,” Harris said. “This was a hard decision to make, given my love for animals and Dakin, but I know the organization will continue to thrive and evolve thanks to its dedicated staff and volunteers. I will continue to be an enthusiastic supporter of Dakin’s work.” Dakin’s board voted to appoint its recent president, Nancy Creed, to the position of interim executive director. The board will now conduct a search for a permanent replacement who, according to Cathro, “exemplifies our guiding principles, is committed to our mission, and can lead the organization into the next phase of its development, expand community goodwill, and challenge the Dakin nation to bigger and better things.”  Dakin Humane Society is a local, nonprofit organization that relies solely on contributions from individuals and businesses that care about animals to bring its services to the community. For more information, visit www.dakinhumane.org.

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Facial Cosmetic & Maxillofacial Surgery, P.C. announced the hiring of surgeon Justin Clemow. Clemow earned his bachelor’s degree from the University of Pennsylvania, then attended the UConn School of Dental Medicine from 2003 to 2007, where he was awarded the Student Oral Surgery Award. In 2007, Clemow was accepted into the oral and maxillofacial surgery (OMFS) residency at the University of Florida Jacksonville. He obtained his medical degree from the University of Florida College of Medicine in 2011, completed an internship in general surgery at Shands Jacksonville Medical Center, and completed his OMFS training as the administrative chief resident in 2013. He was decorated with multiple awards during residency, including the Resident Advocate Award, Best Teaching Resident Award, and SICU Resident Award. After residency, Clemow worked for two years in private practice with Oral & Maxillofacial Surgery in Cleveland. He served as assistant clinical professor for the Case Western Reserve OMFS residency, provided level-1 trauma coverage at MetroHealth Medical Center, and also provided trauma and OMFS call coverage at Fairview Hospital, part of the Cleveland Clinic system. Clemow’s specific surgical interests include facial trauma and reconstruction, general anesthesia, corrective jaw surgery, obstructive sleep apnea surgery, and complex dental implant procedures, including bone grafting. He is a fellow of the American Assoc. of Oral & Maxillofacial Surgery and a diplomate of the American Board of Oral & Maxillofacial Surgeons (board-certified). He maintains certification in BLS, ACLS, PALS, and ATLS.

•••••

Dress for Success (DFS) announced that it has appointed Gina Golash Kos to its board of directors. Golash Kos brings vast nonprofit leadership experience to the table — both in her role as CEO at Sunshine Village and in leadership positions in the region’s nonprofits. She is currently a trustee of Elms College and a member of the executive committee of the Regional Employment Board of Hampden County. She previously served on the board of trustees of Westfield State University and is a past chairperson of the boards of the Greater Chicopee Chamber of Commerce.

•••••

The board of directors of the newly-formed Springfield Regional Chamber has elected officers to lead the organization: Daniel Keenan, chair; Patricia Canavan, vice chair; Barbara-Jean Deloria, treasurer; and David Parke, clerk. “The leadership of our new organization is incredibly strong,” said chamber President Jeffrey Ciuffreda. “With their breadth of knowledge and experience, combined with the talent, commitment, and capabilities from the entire board, the Springfield Regional Chamber is poised for continued growth and to maximize the investment our members place in us.” Keenan is senior vice president of government and community relations for the Sisters of Providence Health System. He has been a member of the chamber’s legislative steering committee since 2006, previously serving as its chair. He had served on the board of directors of the Affiliated Chambers of Commerce of Greater Springfield (ACCGS) since 2010, most recently as its vice chair. Prior to joining SPHS, he served six terms as a Massachusetts state representative, holding several key committee assignments, including vice chair of Insurance, Ways and Means, and Taxation. Canavan is president of United Personnel. A member of the board of directors of the Springfield Chamber of Commerce, she most recently served as its vice chair. Canavan also served on the ACCGS board for the past two years. Canavan lends her leadership to other boards of directors, including the Baystate Health Foundation, Springfield Public Forum, and the Northampton Chamber of Commerce. Deloria is a senior vice president at Florence Bank. She was a member of the ACCGS board of directors since 2005 and served as its board treasurer since that time. She is a past president of the West Springfield Chamber of Commerce and Dress for Success Western Massachusetts and serves on the Mass. Small Business Review Board. Parke is a partner with Bulkley Richardson and a member of its business and finance department, focusing on general corporate and business matters, mergers and acquisitions, and other transactional work. He served on the ACCGS board for the past nine years and, according to Ciuffreda, was instrumental in the formation of the Springfield Regional Chamber. He serves on Massachusetts Continuing Legal Education Inc. and is past chair and current member of the Friends of the Homeless board of directors.

Education Sections

Root Geometry

Daniel Montagna says the UMass Center

Daniel Montagna says the UMass Center at Springfield is looking to build on the momentum gained during a solid first year.

Dan Montagna says he can easily quantify the success enjoyed by the UMass Center at Springfield during its initial year, as well as the momentum it gained for the second, which started earlier this month.

Indeed, the number of classes offered at the 26,000-square-foot facility in Tower Square increased from 20 in its first semester of operation a year ago to more than 25 this fall. And while he didn’t have an exact count when interviewed by BusinessWest — the so-called ‘add/drop period’ for many classes was still ongoing — he was quite certain that the number of students enrolled in classes in the state-of-the-art facility had increased markedly as well.

“Going from fall to spring, we saw a sharp increase in both the number of classes and programs, as well as enrollment,” said Montagna, who assumed the role of director of Operations at the center last spring. “And for the fall, it looks like a little bit of an uptick in the number of classes, but a potentially greater number of students who will be attending classes here.”

There were other measures of success, he went on, including the 275 or so community events of varying sizes staged at the center’s diverse facilities.

As for the other assignment put to him by BusinessWest  — qualifying how the center has fared with its mission of helping to bring vibrancy to downtown Springfield and provide new levels of convenience for area students — he said that was slightly more difficult, especially the first part of that equation.

And it will certainly take more than 12 months to effectively answer that question.

But he felt very confident saying that the center has established a firm foothold downtown, forged several strong working relationships with other area colleges, and already become a huge asset for the region.

“From our measures, it’s been a very successful start for the center,” he said, adding that the obvious goal is to build on that momentum. “It’s about growth, expansion of the academics, and seeing what other courses we can bring in and focus on concentration areas.

“As for the other side of the equation, the community-engagement side,” he continued, “the fact that we’ve been able to plant roots in the heart of downtown Springfield and host perhaps 300 community events has been outstanding, and something we continue to build on.”

For this issue and its focus on education, BusinessWest takes a quick look back at the UMass Center’s first year in operation, and then puts the focus on how this facility can continue to gain momentum.

Course of Action

Montagna was on hand when the center opened its doors a year ago — and actually well before that — in the capacity of assistant director of operations.

He had taken that role after stints as a project manager for a private consulting firm that specialized in work with nonprofits, and, before that, as a program manager for the so-called Bay State Roads program, a state- and federally funded transportation initiative that provided technical assistance to officials in area communities. He said he joined the team at the UMass Center because he was intrigued by the center’s role with the university — and with the city of Springfield — and wanted to be a part of it.

“What attracted me to it was the concept of UMass bringing a campus to the downtown Springfield area,” he explained. “That immediately grabbed my attention, and as a local native, growing up in Agawam and living in the Pioneer Valley my whole life, I have a personal investment in the surrounding community.

“I’ve always been a cheerleader for Springfield doing better things,” he went on. “And the timing around the developments in the downtown, the revitalization efforts, along with the university making this investment and wanting to bring some of what they’re known for to the downtown area, was really exciting to me.”

He would take on a much bigger part last spring, when William Davila, the center’s first director of Operations, left to take a position with the Center for Human Development.

Montagna said his job description has a number of moving parts — from keeping the proverbial lights on to being a liaison to Tower Square management to being the face of the center within the community — but at its heart it’s fairly simple: to continually broaden the center’s impact in downtown Springfield and within the region’s higher-education sector. And, he said, a successful first year has provided a solid foundation on which to build.

“We want to focus on all aspects of our mission, building not only the scope of academic programs here, working with the campus communities,” he explained, “but also the community-engagement component; we want to be much more than a satellite campus.”

Elaborating, he told BusinessWest that the center can be classified using a number of nouns, starting with ‘facility.’

Indeed, it serves as a central location from which UMass Amherst and other colleges and universities can offer classes and other programs.

That location, as well as the large inventory of facilities — from large classrooms to varying-sized conference rooms to large study areas — also makes the center a resource, another of those nouns, said Montagna, adding that a wide array of nonprofit organizations, government agencies, and economic-development groups have staged meetings and other types of events there.

That list includes Springfield Public Schools, the United Way, the Department of Homeland Security (which staged a training program for local law-enforcement officers there), and the Young Professional Society of Greater Springfield.

As it carries out those roles, the center also serves as a “partnership,” he went on, adding that UMass Amherst collaborates with Westfield State University, UMass Boston, Springfield Technical Community College, and Holyoke Community College to provide convenient access to courses in a number of fields.

The center now hosts classes for several UMass Amherst programs, including the College of Nursing, which has a large presence there, as well as TEACH 180 Days in Springfield, the Isenberg School of Management’s part-time MBA program, and University Without Walls. Meanwhile, it also hosts UMass Boston’s Addictions Counselor Education Program; Adult Career Pathways, Adult Basic Education, community health training, and workforce-training programs from STCC and HCC; and a Community Planning course, which is a collaboration between the STCC, Westfield State, and UMass Amherst planning departments.

All of the above assures a steady flow of students and instructors into the center, which offers both day and night classes, said Montagna, adding that this critical mass inspires use of another term to describe the facility — catalyst.

And while there may be some objective gauges of the overall impact of the center — such as in the number of additional lattes sold at Dunkin Donuts or paninis at Hot Table on the ground floor at Tower Square — this is more of a subjective analysis at this point, he told BusinessWest, although those at the center continue to look for more ways to measure its impact.

“One of the things I’m really working on with my staff is the quantifying component,” he explained. “We’re trying to measure as much as we can; we’re trying to work toward more cohesive, more comprehensive tracking of our usage and our impact downtown.”

Overall, he believes the center is certainly contributing on the micro level — with receipts at area downtown restaurants, for example — and will eventually be impactful on the macro level as well, being one of a host of new facilities, businesses, and initiatives that make downtown a true destination.

Branching Out

Summing up the UMass Center’s first year of operation, Montanga said the initiative (there’s still another noun used to describe it) returned to that notion of putting down roots, noting that they have certainly taken a firm hold.

What develops from those roots remains to be seen, obviously, but he believes the center will grow into a vital contributor to the region’s economy, its ongoing efforts to create a large, capable workforce for the future, and the vibrancy of a downtown in the midst of a comeback.

In many respects, he said in conclusion, it is already all of the above.

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

Daily News

SPRINGFIELD — Nancy Shendell-Falik, who for the past two years has served in a dual position at Baystate Health as senior vice president/chief operating officer and chief nursing officer for Baystate Medical Center, has been promoted to president of Baystate Medical Center and senior vice president for hospital operations at Baystate Health. Her appointment becomes effective Oct. 1.

“During her two years at Baystate, Nancy has propelled the organization as both a system leader and COO/CNO of Baystate Medical Center. Her new role is an important step in our journey toward becoming a fully integrated health system, ensuring that we deliver care most effectively and efficiently,” said Dr. Mark Keroack, president and CEO of Baystate Health. “As Baystate Health continues to develop a regional model of care, an important new directive for Nancy will be to help us to achieve a greater alignment between our five hospitals, physicians, and other community providers.”

Baystate Health consists of Baystate Medical Center in Springfield, Baystate Franklin Medical Center in Greenfield, Baystate Mary Lane Hospital in Ware, and its newest members, Baystate Wing Hospital in Palmer and Baystate Noble Hospital in Westfield.

In Shendell-Falik’s new role, the presidents of Baystate Franklin Medical Center, Baystate Health’s Northern Region, Baystate Noble Hospital, and Baystate Health’s Eastern Region will report to her.

Before coming to Baystate, Shendell-Falik — an experienced healthcare and nurse leader with years of success improving the quality of patient care, hospital efficiency, and patient satisfaction — served as senior vice president for Patient Care Services and chief nursing officer at Tufts Medical Center and Floating Hospital for Children in Boston. During her tenure there, she demonstrated a collaborative style of leadership in championing numerous initiatives to improve clinical quality, patient safety, and patient experience. She implemented a system of performance scorecards across all departments, served as executive sponsor of Tufts’ Patient and Family Advisory Council, and sponsored a novel leadership-education program.

Prior to her work in Boston, Shendell-Falik served as senior vice president, Patient Care Services, at Newark Beth Israel Medical Center in New Jersey. While at the 673-bed, regional-care teaching hospital, she led similar successful initiatives to improve quality and safety, implemented a nurse-residency program, and reduced nursing vacancy rates.

Since joining Baystate in July 2013, Shendell-Falilk has encouraged new interdisciplinary collaborations as a way to further improve patient experience, and served as the architect behind developing standard attire for various caregivers to help patients identify who is providing their care. Also, under her leadership, Baystate Medical Center was named to an elite group of High Performing Hospitals in America by U.S. News & World Report for 2015-16.

Shendell-Falik holds a master’s degree in nursing from New York University and a bachelor’s degree in nursing from Rutgers College of Nursing. She was a fellow of the prestigious Robert Wood Johnson Executive Nurse Program. She holds membership in numerous professional societies and organizations, including the Mass. Organization of Nurse Executives, the Robert Wood Johnson Executive Nurse Fellows Alumni Assoc., the National Assoc. for Female Executives, and the American Organization of Nurse Executives. She has published more than a dozen peer-reviewed articles in national journals on topics such as team-based care, achieving Magnet status, and implementing clinical practice guidelines.

Keroack noted that Shendell-Falik’s appointment is a milestone in the history of Baystate Health, marking both the first female president and first nurse as president of Baystate Medical Center.

“I am extremely excited about the opportunity to guide our nationally recognized hospital into the future,” she said. “I look forward to working collaboratively with staff and leaders of all Baystate facilities to deliver care that is compassionate, of the highest quality, and affordable. As I prepare to assume my new role, I am honored and humbled to be the first woman and nurse to hold this position at Baystate.”

For more information on Baystate Medical Center, visit baystatehealth.org/bmc.

Sections Sports & Leisure

A Nation of GMs

fantasySportsDPart

Fantasy sports — born decades ago as a niche pastime for baseball überfans who tracked statistics by hand with calculators — has since exploded into an instant-data industry that claims more than 56 million participants. Most of those drafted their football teams last week in anticipation of the season, while others will put up money to redraft each week on sites like FanDuel and DraftKings. One thing is for sure: whether for fun or profit, the fantasy world has changed the way people watch sports — and the leagues, networks, and advertisers couldn’t be happier.

Before Mark McDonald jumped into fantasy football, he’d watch the Patriots on Sunday, and not much else. But now?

“It has dramatically changed my viewing habits,” said McDonald, a professor of Sport Management at UMass Amherst. “Games between horrible teams, games that once meant nothing to me, now I want to watch to see how my fantasy team is doing. I like that sense of control — I’m the general manager, controlling my own team, and watching other players to see who I might pick up. It changes your view of football. Even Thursday nights are must-watch.”

McDonald started playing GM four years ago when fellow faculty members at the Isenberg School of Management invited him into their league. He’s been hooked ever since, and was preparing for drafts in two different leagues the week he spoke with BusinessWest.

He’s not alone. The number of people participating in fantasy sports — football, baseball, basketball, hockey, even golf and auto racing — is expected to reach 56.8 million this year, a staggering increase of 37% from 2013, according to the Fantasy Sports Trade Assoc. (FSTA).

The vast majority play in season-long leagues, going head to head with a different team’s owner each week. But, increasingly, ‘daily’ fantasy sports, played for real money — FanDuel and DraftKings are the two giants of this industry — are becoming more popular. At the end of 2014, the two online services posted a combined $920 million in entry fees from 1.3 million paying users — numbers this year’s participation is expected to far surpass.

“It gives fans another connection point,” said Janet Fink, another UMass professor and chair of the Department of Sport Management. “Fantasy football is much more widely popular than any other fantasy sport, but they’re all growing. And now you have these day-to-day, week-to-week leagues getting more popular as well.”

Indeed, fantasy sports has come a long way from its 1970s origins, when hardcore baseball players played something called Rotisserie, drafting players at the start of the season, then tracking their statistics, by hand and with calculators, and translating those stats into a scoring system. Today, the data is instantaneous, meaning owners can sit on the couch with a smartphone and watch the points roll in.

And, by the tens of millions, that’s exactly what they do.

Fan Fare

Andrew Zimbalist, a professor of Economics at Smith College and one of the world’s foremost sports economists, has observed the impact of fantasy sports on American life, which goes well beyond that annoying guy in the lunchroom on Tuesday complaining about losing by a point because Julio Jones dropped an easy touchdown Monday night.

“It’s something that increases the avidity of fandom and, in some cases, extends fandom,” he explained. “People who are involved in fantasy sports are paying much more attention to the game. They subscribe to more online services and satellite services.

“The other effect they have, to some degree — and it differs by sport — is more generalized fandom,” he went on. “If I’m a Red Sox fan living in Massachusetts, without the fantasy-sports component, I’m following the 25 people on the active Red Sox roster. But if I have Mike Trout in my fantasy-baseball league, if I’ve got Joe Mauer on my team, I’m not only into the Red Sox games, but Angels games and Twins games, etc.”

That sort of changed behavior is something sought after and prized by professional sports leagues, Zimbalist added.

“Football, for a variety of reasons, has long been a national sport; even though fans have a team they follow and support, true football fans will watch two games, and might stay around for Sunday evening,” he explained. “But in the other leagues, like baseball — say you’re a Padres fan living in San Diego. You’re going to watch the Padres games; you’re not going to watch the Giants or Diamondbacks. But some of the fandom becomes nationalized when you have fantasy sports leagues. That is a very valuable component — and it’s a growing fandom.”

No wonder, then, that ESPN hosts the most popular fantasy platform (Yahoo! is the second-largest), while DraftKings recently secured $300 million in funding from Fox Sports, Major League Baseball, the National Hockey League, and Major League Soccer. In return, the company plans to give away $1 billion in prizes this year, more than triple the $300 million it awarded in 2014.

Meanwhile, the larger play-for-cash entity, FanDuel, which pays out more than $10 million in prizes every week, recently raised $275 million from investors, including affiliates of Google, Comcast, and Time Warner.

Janet Fink

Janet Fink

“Research has been done asking whether, if people got too much into fantasy sports, it might decrease their interest in their own team,” Fink said. “In fact, they found quite the opposite. People around here still root for the Patriots, but they flip to the Red Zone to check out their fantasy team. That way, the viewership of games league-wide increases. There’s extra incentive to watch the Chargers versus the Raiders when you wouldn’t do that normally.”

McDonald is familiar with DirecTV’s Red Zone channel, which jumps, all Sunday long, between teams on the cusp of scoring — a fantasy maven’s dream. He noted that his league’s owners get together twice a year for Sunday viewing parties, but they don’t watch the Patriots; they watch Red Zone. “One aspect to fantasy that’s a bit negative is how it impacts viewing your favorite team.”

Fink has read studies showing that, while some fantasy hobbyists remain more interested in their home-state team, others come to identify more with their fantasy players and seek them out on TV instead. “But in most cases,” she added, “it’s probably a very complementary relationship.”

Speaking of relationships, McDonald believes fantasy football has strengthened connections between the people he works with at Isenberg.

Mark McDonald

Mark McDonald

“As with any business school, we have a bunch of different departments — accounting, finance, management, marketing … seven or eight in all. There are faculty members I might not otherwise interact with, and now, if I run into the owner I’m playing against that week, we’ll get some friendly trash talking going on in the hallway. You get to know each other. We find ways to get together now.”

Real Money

Advertisers covet the fantasy-sports market, according to the FSTA, which reports that team owners are mostly college-educated with an average household income topping $75,000. At last measure, 66% of participants were male, and 34% female, but those figures have been steadily moving toward each other in recent years.

However, the daily and weekly games at FanDuel and DraftKings remain almost exclusively the domain of men. Meanwhile, a survey of more than 1,400 players by Eilers Research found that more than 40% of these players have reduced the amount of time they devoted to traditional fantasy leagues.

“Everyone I know is pretty much in it for season-long fun, low-stakes games. But I am concerned that our students are increasingly drawn to that world,” McDonald said of the high-risk sites, saying they’re occupying a role that online poker recently dominated.

But — because of the obvious risk involved — is it legal? The Unlawful Internet Gambling Enforcement Act (UIGEA) of 2006, intended to regulate the financial institutions that act as the monetary link between gamblers and Internet casinos, seems to say yes.

While some states — Arizona, Iowa, Louisiana, Maryland, Montana, and Vermont — have enacted their own laws muddying the waters around this issue, the vast majority of states, including Massachusetts, have not.

That leaves the UIGEA as the go-to authority, and the federal law specifically does not regulate games in which “all winning outcomes reflect the relative knowledge and skill of the participants and are determined predominantly by accumulated statistical results of the performance of individuals (athletes, in the case of sports events) in multiple real-world sporting or other events.”

In other words, in the eyes of the law, fantasy sports are considered games of skill, not luck.

McDonald, again noting the excitement of a weekly draft, worries about their appeal and the potential for addiction and financial trouble, no matter how shrilly FanDuel and DraftKings shout about millions in winnings on their ubiquitous radio ads.

“It’s so exciting to redraft and select your team every week,” he told BusinessWest. “They may think the way we old guys play is slow and boring. If you have injuries early in the season, it can kill you. But with the weekly games at DraftKings and FanDuel, you get away from that, and every week is a new opportunity to make choices.

“But,” he went on, “people do put a lot of money at risk, and I think it’s addicting. It’s like crack to fantasy sports players. It’s a weekly high, and in a sport like baseball, it could be a daily high.”

For now, McDonald considers himself firmly in the camp of more than 55 million people who have become amateur GMs not for big payouts, but for the fun, the challenge, and the camaraderie.

“It’s a social thing that enhances the viewing experience,” he said. “For me, personally, putting money at risk would take some of the fun out of it; I think it would be very stressful.”

After all, trash talk is stressful enough.


Joseph Bednar can be reached at [email protected]

Sections Sports & Leisure

Pioneer Volley

George Mulry

George Mulry stands in front of one of the many displays at the Volleyball Hall of Fame, which is seeing a rise in visitorship.

In 1895, William Morgan invented a game he called ‘mintonette’ for adult males at the Holyoke YMCA in hopes of retaining members who were leaving because they found another recently invented game, basketball, to be too violent.

“He was the Y’s physical-education director, and he created the sport so middle-aged businessmen would have something to do on their lunch break,” said George Mulry, executive director of the International Volleyball Hall of Fame in Holyoke. “The name of the game was changed to volleyball a year later by a professor at Springfield College, and today, it’s played by more than 880 million people. It is an international powerhouse sport, the second-most-popular game in the world, and one of the most popular at the Summer Olympics.”

Indeed, the game has come a long way since it began in a small gymnasium in Holyoke. It ranks as one of the top sports in nine countries, and the Fédération Internationale de Volleyball (FIVB) boasts 220 members, making it the largest sports federation in the world.

“I see more people smiling when they are playing volleyball than I do in any other sport; it’s a great game, and people at any level not only enjoy it, but appreciate the camaraderie it promotes,” said Charlie Diner, a member of the Hall’s board of directors. “Volleyball is a game that is fun.”

In many ways, the Hall of Fame created to honor the games, founder, legacy, and greatest players, coaches, and contributors has followed a somewhat similar path.

It started in a closet in Wistariahurst Museum, with some additional space in Holyoke City Hall for storage. It has moved a few times over the years, but has generally struggled to find adequate space and resources to properly tell the game’s intriguing story.

But the Hall has gained some much-needed momentum in recent years, building awareness, gaining visitorship, hosting more events, and adding new displays to capture the game’s progression and impact on society.

Visits to the museum are on the rise, and today, 4,000 to 5,000 guests embark on the self-guided tour inside the space each year. One thing they particularly enjoy is trying on the Gold Medal won by Maurico Lima at the 1992 Summer Olympics. The athlete was inducted in 2012 and donated the medal to the museum, along with other memorabilia.

“Many people pose for photos wearing it around their necks. It’s a popular thing to do,” Mulry said. “Donating items is a way for Hall of Famers to keep their legacy going.”

The nonprofit changed its name from the Holyoke Volleyball Hall of Fame to the International Volleyball Hall of Fame last year to reflect the fact that it has been inducting international players for some time. This will be the Hall’s 30th year holding the ceremonies, and so far, 125 inductees from 21 countries have been honored.

But the museum operates on a tight annual budget of $215,000. Mulry is the only full-time employee, and the museum relies heavily on fund-raisers, donations, and sponsors to keep it operational.

For this issue and its focus on sports and leisure, BusinessWest offers some quick history lessons on the sport of valleyball and a detailed look at how its shrine is scoring points as it strives to gain relevance and increase visitorship.

Spike in Interest

A display of large, colorful panels

A display of large, colorful panels with photos documents volleyball’s historical timeline.

Mulry told BusinessWest the Hall of Fame has always had close ties to Springfield College, a relationship that began when Morgan met James Naismith, who founded the game of basketball in 1891 while teaching at the International YMCA Training School (now Springfield College).

Morgan was on Northfield Mount Hermon’s football team, and after watching him play during a game at the college, Naismith successfully recruited the young athlete and brought him to Springfield College. “He had wanted to become an engineer, but abandoned those plans to teach physical education,” said Mulry.

After graduating, Morgan became director of physical education at the Holyoke YMCA and gave birth to his own game. “He borrowed from a lot of different sports to create it. He took the net from tennis, the ball from basketball, and the innings from baseball, which were used when the game was first played,” Mulry explained.

The game of mintonette received its new name after it was introduced to the public at a tournament at Springfield College that was held during a national conference for YMCA directors. “Professor Alfred Halsted decided volleyball was a more appropriate name because the players were volleying the ball across the net,” Mulry said. “After the demonstration, the game spread through the nation’s YMCAs, then was adopted by the military because the troops were looking for something to do that was not physically taxing.

“The YMCAs took the game to the Philippines and a few other countries, but the military introduced it to Europe and the rest of the world during World War I,” he went on, “and the level of play increased dramatically.”

The first national championship was held in 1922 at the Brooklyn YMCA, but the game was played on an almost a purely recreational basis through the early 1930s. However, a dramatic change occurred in April 1947, when representatives from 14 nations formed the FIVB and began recruiting teams from across the world to play in tournaments.

The first world championship for men was held in 1949, followed by the first world championship for women in 1952, and the game reached an even broader audience a dozen years later when it was introduced and played at the Tokyo Olympics by both men’s and women’s teams. Beach volleyball wasn’t added for another 32 years, however, and that inaugural Olympic competition took place in Atlanta.

Despite the game’s popularity, it wasn’t until the early ’70s that anyone proposed creating a museum to house memorabilia and recount the game’s history and the success of its players.

“At that time, the Greater Holyoke Chamber of Commerce was looking for ways to position the city and make it interesting to tourists,” Mulry noted, adding that, even though it established an ad hoc committee to promote the idea of Holyoke becoming home to a Volleyball Hall of Fame, the only thing it did was host an tournament for YMCA teams.

However, in 1978, the Holyoke Volleyball Hall of Fame was officially incorporated, and the first induction ceremony was held in 1985. But the organization still didn’t really have a home.

Points of Interest

“All it consisted of was a closet in Wistariahurst Museum and space in City Hall that was used to hold memorabilia,” Mulry said, adding that things changed in 1987, when the city of Holyoke gave the Hall an area in a building on Dwight Street to use free of charge. “The space was small, and the only things put on display were a few jerseys, nets, and uniforms,” Mulry said.

However, when the building was renovated a year later, the museum was given an area three times larger, which encompassed 4,500 square feet.

Mulry told BusinessWest it was only supposed to be a temporary home, and a capital campaign was launched with the goal of raising $27 million for a new building. “An architect was hired, and 15 possible sites were looked at before it became clear that it wasn’t feasible to raise that amount. So, the temporary space became our permanent home.”

Although a few exhibits were added at that time, the majority of displays, as well as the annual events the organization stages, have been developed over the last four years as officials take a proactive stance to attract new visitors and increase interest in the sport.

Their efforts were helped two years ago, when the museum received additional space in the building, which allowed them to move their archives there.

“We’re categorizing them, and we created a special exhibit titled ‘Volleyball in the Military,’ a 1964 Olympic exhibit, and we continue to put single artifacts on display,” Mulry said. “We also set an area aside for local events, and have hosted a lot of receptions over the past two years.”

Glass display cases

Glass display cases for current inductees house donated memorabilia, including photos, uniforms, medals, and other significant keepsakes.

Popular tournaments include the annual Police and Fire Challenge, which pits members of the New York City fire and police departments against teams composed up of emergency personnel from across New England. “There is a great rivalry between the Holyoke and Springfield teams,” Mulry said, adding that they are among many groups that participate.

During last year’s tournament, state Sen. Don Humason and state Rep. Aaron Vega unveiled a new exhibit titled “Humanity and Sports,” which was dedicated to two members of the New York City team who lost their lives in 9/11. “It has been one of our most well-received displays,” Mulry said.

In addition, the Hall of Fame began holding the Spalding Western Mass. Boys & Girls High School All-Star Games and the Massachusetts Boys & Girls High School All-State Games in Holyoke high schools four years ago, which include free clinics for players ages 10 to 12 throughout Western Mass.

To carry out these various programs, the Hall relies heavily on support from the community and, especially, Holyoke-based businesses and institutions.

“What we do would not be possible without the business community; they help offset our expenses, and we are certainly grateful for their help,” Mulry said, adding that the city of Holyoke, Holyoke Medical Center, and Holyoke Gas and Electric are major sponsors, while Dinn Brothers and the Dowd Agencies have been sponsors for more than a decade.

“They continue to make significant contributions and fund our induction ceremonies and events. PSI 91 is our newest sponsor, and we have many other local firms that support us,” he noted.

The organization also relies on an annual appeal, and donations are collected from 40 participating regions under the umbrella of USA Volleyball, which provides a dollar-for-dollar match, resulting in about $30,000 each year.

“They certainly see the value in having the museum on U.S. soil,” Mulry said, as he discussed how he and the 15 members of the board of directors are doing all they can to promote interest in the museum. “We’re working with the governing body of the Fédération Internationale de Volleyball to finalize an agreement that would make us the official repository for artifacts in the world. We expect make an announcement about it in October during the induction ceremony.”

That will allow the Hall to open its fund-raising to the 220 federations associated with the FIDV, and additional funds raised will be used to make improvements and update the displays.

Net Gains

“We’re the one true Volleyball Hall of Fame for the world, and anyone who is at all interested in the history of any sport should come here,” said Mulry. “We offer people a chance to see artifacts and learn about a sport that started out in Holyoke.”

Diner agreed. “We’re trying to expand awareness of the sport and its history to help grow the game, and this is a good place for community organizations to hold events. It’s steeped in Holyoke’s history,” he said.

It’s an intriguing history indeed, and it’s likely that Morgan could never have imagined that the simple game he created for aging businessmen would become a hugely popular sport played in nations throughout the world.

Meanwhile, the sport’s Hall of Fame still has considerable work to do to build its profile and visitorship, but it is making net gains — in many different respects.

Estate Planning Sections

Informed Decisions Are Critical When Claiming Benefits

By HYMAN G. DARLING, Esq.

Hyman G. Darling

Hyman G. Darling

Years ago, it was standard practice to claim Social Security benefits at age 65. Most people retired about that age, and Social Security was available to help with retirement, based on the amounts paid in over the course of an individual’s working life.

Now, it is a major financial decision as to when to claim your benefits, when to collect your benefits, and how to maximize income for both the claimant and the claimant’s spouse.

Initially, it should be noted that Social Security is essentially a pension to be received based on the amount of money and years worked by an individual. A person receives a monthly benefit for life and, usually, a survivor benefit for a spouse and sometimes for children who are either disabled or under the age of 18. Naturally, the longer a person lives, the longer payments will continue.

It is estimated that, if a person lives 10 years after initiating receipt of their Social Security benefits, they will get their money back. Those who live 20 years receive their money back plus interest. After 20 years, a person not only receives their payments into the system plus interest, but also receives money derived from others who have paid into the system.

Age 62 is the earliest the benefit may be started. For those born before 1954, full retirement age is 66. In order to determine the full retirement age for those born after 1954, add two months to age 66 for each year through 1959. For those born in 1960 or after, the full retirement age is 67.

For single people making this decision, some factors to contemplate include health, tax situation, and intentions for continuing work or to retire. In view of these factors, one may estimate what a monthly payment might be, and can make a more informed decision as to whether to take the benefit early or at full retirement age.

For the vast majority of Americans, once income begins, the amount is locked in and will not change, with the exception of cost-of-living increases. It is also important to consider that, if benefits are claimed earlier versus later, then the base amount is lower, and subsequent cost-of-living increases are based on that lower figure. Over the course of many years, this could make a significant difference. In 2014, the cost-of-living increase was 1.7%, and this year the increase is 1.5%.

To calculate early benefits, subtract approximately 8% (from what the full retirement-age benefit would have been) per year for each year prior to full retirement age. While it will take many years to make up the difference, it is important to consider what the overall benefit will be over the course of 10 to 20 years, and whether a person needs to rely upon Social Security as a main source of retirement income.

Naturally, health and financial status make a significant difference. For those in poor health, it may be better to claim the income early, so that benefits will be received for the longest possible period, albeit at a lower amount than if the income was delayed. Similarly, if a person really needs the money sooner, they should possibly claim it sooner, although they will take a discount on the amount. This penalty does last forever. In most cases, there are no benefits prior to age 62.

If a person is fortunate enough to have other sources of income, such as IRA benefits, a pension, or possibly other unearned income, the Social Security benefit may not be needed immediately. If in good health, delaying the income claim can ensure a significantly higher monthly benefit.

For those still working who also claim Social Security benefits prior to full retirement age, income is subject to the ‘earnings test.’ This formula reduces a person’s Social Security benefits by $1 for every $2 of earnings in excess of $15,720 (the amount for 2015). Once full retirement age is attained, then the benefit is recalculated to omit the months in which benefits were withheld.

The decision about when to start income becomes even more complex for married people. When a person claims income on their own record, this has an effect on the spouse. The spouse must be at least 62 in order to claim benefits. In most cases, if the older spouse decides to claim benefits at a later age, such as 70, then upon the death of the older spouse, the most the younger spouse can receive is 50% of this amount.

Of course, the younger spouse is also subject to his or her earnings test and the same penalties as the older spouse who is claiming the primary benefit. The numbers must be reviewed to determine what an older spouse’s earnings record is, with a decision as to when to claim his or her benefits, whether early or at full retirement age. The younger spouse, however, is not permitted to claim the spousal benefit and delay his or her own benefits.

One of the popular options is known as the ‘file-and-suspend’ method. In this situation, when the higher-earning spouse requests benefits at full retirement age, they can then request that the benefits be suspended. This means that the lower-earning spouse is able to claim benefits while the higher-earning spouse delays their benefit until age 70. This cannot be done until the higher-earning spouse reaches full retirement age.

In this situation, if the higher-earning spouse predeceases the lower-earning spouse, then the lower-earning spouse does inherit the age 70 claiming decision, thus providing a significantly larger benefit for the living spouse. Of course, age differences, health issues, and necessary income are all issues which should be reviewed before making these decisions.

Another strategy is to ‘gamble’ the decision. It would be nice to have the proverbial crystal ball and be able to know when each spouse will die because that would allow the optimum decision to be made in advance. Without knowing what will occur, however, an option would be to wait until both spouses reach 70 to claim their highest possible benefits. This will allow both to receive a larger amount, but the spouse with the lower earnings (likely the younger spouse) may take their amount earlier, thus allowing the higher-earning spouse to delay and postpone benefits until age 70. Again, this is a gamble, but it allows both spouses to maximize the amount so long as they live a longer period of time.

Another choice is to claim some income now, and claim more later. This is what is known as a ‘restricted claim,’ which means that a person who is claiming the spouse’s benefits postpones their own benefits until age 70. In order to take advantage of this option, one spouse must have filed for benefits, or filed and suspended.

In this situation, for instance, if a husband’s benefit at full retirement age is greater than his wife’s, and he is at least one month older than his wife, at age 66 the wife could file for benefits. Because she files and the husband has already attained full retirement age, he can also claim a portion of his wife’s benefit until he turns 70. At age 70, his check is increased to what his benefit would have been, plus an increase for waiting. It also provides him with a larger base for cost-of-living adjustments (the annual increase as determined by the Social Security Administration).

Some significant appeal in this case lies in the fact that, if the husband dies first, the wife inherits his age-70 claiming decision. In this situation, both spouses must have reached full retirement age to utilize this option, and it may be they cannot afford, or don’t want to, wait until both have reached the age of 66.

Divorce is another issue that can complicate Social Security calculations. If the marriage was longer than 10 years, the divorce occurred more than two years prior, and the spouses remain unmarried, then the lower-earning person is entitled to claim the benefits of the ex-spouse. If a person had multiple marriages in the past 10 years, then both ex-spouses may claim benefits without adversely affecting the benefits of the other.

When claiming in this situation, it is important that Social Security numbers for all individuals, including all former spouses, are utilized, so that the Social Security Administration can determine which person to claim as the highest wage earner. One should also bring a marriage certificate and divorce decree to the Social Security office when claiming for benefits of an ex-spouse.

An ironic provision in the law also provides that, if both ex-spouses never remarried, they can each claim spousal benefits while delaying their own benefits until age 70. Married spouses cannot do this, but unmarried former spouses have this opportunity. For instance, if a divorced couple determine that the husband’s benefit at age 62 would have been a lower amount, then his ex-spouse would receive only 82.5% of his benefit, whereas if he had waited until 70, his ex-spouse’s benefit would be approximately 132% of his original benefit. With multiple marriages, the decisions become more difficult, but provide additional opportunities to receive greater benefits.

Of course, when one spouse dies, a surviving spouse should check with Social Security to determine whether there are any benefits available for the survivor. It is sometimes possible to claim benefits sooner rather than later, as well as provide for minor or disabled children.

There are many planning opportunities for a person to claim the maximum benefits over life. All strategies and decisions should be considered prior to retirement, and if a person is considering electing to start benefits, they should check with the Social Security Administration several months before retirement age to determine options, so that they will have sufficient time to make intelligent decisions.

Each situation must be reviewed independently, and while the Social Security Administration does have a website that provides information and calculations (www.ssa.gov), it may be helpful in some cases to meet with a Social Security representative to ensure understanding of all options. There are private companies that provide independent evaluations (for a fee, of course), but the cost of such an advisor may be recouped in a short period of time if the advisor secures a greater financial benefit.

Between Medicare costs, prescription drugs, and housing expenses, a person’s Social Security may be their largest source of income. As stated earlier, life is a gamble. Even so, it is important to make intelligent decisions rather than merely accepting the amount that initially seems to be higher. Many benefit plans are irrevocable, so informed choices are critical when claiming Social Security benefits.


Attorney Hyman G. Darling is chair of the Estate Planning and Elder Law departments at Bacon Wilson, P.C. His areas of expertise include all areas of estate planning, probate, and elder law. He is a frequent lecturer on various estate-planning and elder-law topics; (413) 781-0560; [email protected]

Health Care Sections

Roundtable Refinements

David Cruise

David Cruise says employers consider the partnership a good way to find quality workers, among other benefits.

Anticipating the workforce needs of healthcare providers five, 10, or 20 years down the road doesn’t require a crystal ball. It does require forward thinking, initiative, and effective partnerships between the many players involved with creating a large, effective workforce. And these are the ingredients that go into the Healthcare Workforce Partnership of Western Mass., an arm of the Regional Employment Board of Hampden County.

Dramatic changes are expected to take place in the field of healthcare and the way it is delivered over the next five years. But graduates from local colleges should be well prepared to fill the needs of regional employers, thanks to the Healthcare Workforce Partnership of Western Mass., an arm of the Regional Employment Board of Hampden County, or REB.

“Our partners come together to think through strategies to respond to ever-changing workforce needs,” said David Cruise, the REB’s president and CEO. “Part of the challenge is to be forward-thinking, innovative, and able to anticipate and balance supply versus demand within the healthcare workforce sector.”

The partnership has two divisions: the Western Mass. Nursing Collaborative, composed of employers and nursing school deans, directors, and faculty members; and the Allied Health Committee, which includes employers, educators, training providers, one-stop career centers, and project managers and personnel. They have each collaborated on a number of new programs and initiatives that Cruise believes are making a difference in educating, attracting, and retaining qualified healthcare professionals.

One of the workforce partnership’s current projects is an on-the-job training program that allows new hires to earn while they learn, and provides them with the knowledge or skills needed to succeed in their specific position. It’s funded through a two-year grant, and reimburses employers 50% of the workers’ salaries during a pre-set training period that cannot exceed 20 weeks.

Cruise said the first year was spent developing the program with employers. And although the wage reimbursement offsets the cost of the additional training the program provides, employers say it’s a secondary benefit.

“They believe it’s an efficient way to find good candidates and regard the reimbursement simply as a value added,” Cruise told BusinessWest as he talked about the process of selecting and presenting employers with a pool of qualified job applicants.

They come from a variety of venues, and a significant number are referred by local colleges. Others come from the one-stop career centers (FutureWorks and Career Point) which conduct assessments before choosing candidates, while the remainder apply directly for advertised positions in a traditional manner.

However, a large percentage have some clinical experience, because the grant can only be used to fund training for nurses or people in allied healthcare fields, and each employer has to provide the REB with a monthly progress report on their new hires.

Although the grant limits what professions are eligible for reimbursement, the program was enhanced in late June by a $25,000 grant from Bank of America that does not specify what jobs it can be used for.

“It will offer us greater flexibility and can be cobbled with other grants,” Cruise explained. “The REB is matching the $25,000, and the money will provide reimbursements for 10 new employees in nursing, medical assisting, health information technology, medical billing/coding, and other positions that include pharmacy technicians and community health workers.

“We’re trying to shorten the recruitment period for employers with this program,” he went on. “They have complete authority over the final hires, and this is putting people to work and giving them opportunities.”

Targeting Young People

The Healthcare Workforce Partnership works on many fronts, but has prioritized its goals, said Cruise.

They include creating more workforce diversity in Hampden, Franklin, and Hampshire counties; educating more advanced nurse practitioners and physician assistants; the formation of a Career Pathways Initiative that brings together high schools and community colleges to create industry-specific programs that align education, training, and employment opportunities for today’s youth; support for new graduates as they transition into jobs; and education that promotes team-based healthcare.

Cruise said Chicopee Comprehensive High School and Holyoke Community College are piloting a Pathways to Prosperity Health Sciences program that is similar to a grade-9-to-14 career path model that was launched several years ago at West Springfield High School to fill jobs in the precision manufacturing sector.

The impetus began after Cruise contacted Kenneth Widelo, Comp’s career and technical education director, and explained the grade-9-to-14 model, then met with officials from Holyoke Community College (HCC) and set up a meeting between the two schools.

“It quickly became obvious that a program could be mutually beneficial, and although there wasn’t any funding to create a healthcare model, they felt it was so important that they cobbled resources to make it work,” said Cruise.

Widelo said they had several meetings with representatives from HCC to create an appropriate curriculum before the program was launched. “We had researched healthcare-delivery systems used by other vocational technical schools, but they all put students into one very specific track, such as working as a certified nursing assistant,” he told BusinessWest, adding that their goal was to offer a broader range of options.

The pilot program kicked off two years ago with 10th graders, which allowed the high school to make refinements to the curriculum. It has been highly successful, and allows students to earn 21 credits at HCC before they graduate high school.

“After they matriculate, they can transfer to the community college or attend a four-year college and go into nursing, work to become a doctor, or pursue a degree in healthcare business management,” Widelo said, noting that internships are part of the curriculum.

However, both schools are looking forward to the fall semester, which will mark the first class of incoming freshmen in their newly created Medical Science Academy, which is in line with the grades-9-to-14 career pathway they set out to establish.

Wideo said recruitment efforts for participants involved a variety of measures. Students from the city’s two middle schools completed a career-assessment survey, and two career counselors talked with them, then worked with the middle school guidance departments to identify interested candidates. They were interviewed, and a group of 40 graduating eighth-graders was selected and will begin their course of study this month in HCC’s science laboratory.

“We’re really excited about the program,” said Widelo, adding that students had expressed interest in healthcare careers in the past before the track was created.

Cruise said the students are enthusiastic and understand that the program will help them jumpstart a career.

“The academy has a rigorous academic program that has been aligned with the demands students need to satisfy in order to move seamlessly into an associate-degree program,” he told BusinessWest, noting that the five college courses they take in high school will save each student approximately $3,000 in tuition.

“It’s a model we think could be used by other schools, and once we get the template down, there is no doubt that it could be replicated,” he went on. However, it will require willing partners and involvement by the private sector, which could include summer jobs that bring the students’ academic studies to life.

Filling a Critical Need

The Western Mass. Nursing Collaborative, meanwhile, is also doing its best to guarantee there will be enough well-educated nurses to fill a growing need in Western Mass., which is especially important because registered nurses represent the largest segment of the healthcare workforce.

“They’re working from a set of priorities and updating their strategic plan by setting specific goals,” Cruise noted. “We have more than 40 very active educational institutions and employers who are members, and it’s important to provide a forum for them because the healthcare landscape is changing rapidly. The needs are so dramatic that they have to be innovative and responsive as they make plans to move forward and meet the workforce needs of the future.”

Their priorities include increasing the diversity of the nursing workforce, ensuring that nurses have the competencies and full scope of practice needed to meet the changing health needs of the community; increasing the number of nurses with a bachelor’s degree or higher; increasing the supply and diversity of nursing faculty in area programs and the retention of new nurses in all care settings; and sustaining the partnership.

Patricia Samra, a registered nurse and director of Clinical Workforce Planning and Finance for Baystate Health, said the Western Mass Nursing Collaborative was formed in 2006, thanks to a three-year grant, and was initially called Partners Invested in Nursing. “It focused on workforce initiatives and marked the first time that major healthcare providers and educators in the region convened,” she said, explaining that they included all area schools of nursing along with employers that ranged from hospitals to long-term care providers, who have been working steadily to make sure there is a pipeline of qualified nursing students who are supported after they graduate and get jobs.

The support is imperative, because approximately 30% of nurses leave the profession less than two years after they begin working.

“They burn out due to a lack of confidence,” said Samra, adding that Baystate has created a program to lower that rate.

It brings newly hired nurses together monthly to share emotions as well as clinical challenges, and they are given a case study to analyze, which involves discussing best practices and allows them to reflect on their own experiences.

“They may go into our simulation lab and practice techniques, but the goal is not to gain clinical experience, it’s about critical thinking at the bedside centered around quality care and patient safety,” said Samra, noting that their retention rate has risen significantly since the program began.

Karen Rousseau, director of the Division of Nursing at American International College, says the school works closely with Baystate, and some of its staff members are clinical instructors.

The school also has alliances with other employers, because nursing students have to complete a designated number of clinical hours, which is done in a variety of settings.

“One of the biggest projects our students have been involved with in the past two years is helping patients transition from an acute-care setting to their homes,” said Rousseau, noting that they have shadowed nurses from visiting nurse associations, then worked with the nurses to identify gaps to improve care.

AIC is also a partner in the Health Inter-professional Educators of Pioneer Valley, which seeks to promote communication between students in areas such as ethical dilemmas.

Baystate’s Patricia Samura (left) and AIC’s Karen Rousseau

Baystate’s Patricia Samura (left) and AIC’s Karen Rousseau say the Western Mass. Nursing Collaborative has forged strong bonds between hospitals and nursing schools.

“It grew out of the Cooperating Colleges of Greater Springfield, and encompasses AIC, Western New England University, Elms College, Springfield Technical Community College, HCC, Baypath University, Springfield College, Westfield State University, UMass Amherst, and members from Baystate Medical Center who are interested in supporting interprofessional education and collaboration in health care,” Rousseau said.

Keeping Pace

The programs created by the Healthcare Workforce Partnership of Western Mass under REB’s umbrella ensure that communication takes place between schools, training facilities, and employers. “It’s a challenge to meet the headwinds we are facing, but there is a growing demand for healthcare professionals both at the patient level and away from the bedside,” Cruise noted.

As a result, the collaborations that are formed are taken seriously by members.

“We all believe the partnership is very valuable,” said Samra. “The REB helps get organizations to the table for two to four hours each month, and even though we are all busy, full-time working professionals, it’s worthwhile because it adds value to all of our programs.”

And it also helps ensure a steady flow of workers in the pipeline to meet the growing healthcare needs of this region for years to come.

Education Sections

Life Lessons

Vincent Maniaci

Vincent Maniaci says AIC has a three-pronged plan for growth that includes programs to help students become prepared to enter the workforce.

American International College President Vincent Maniaci has been studying the booklet for weeks.

It contains quick snapshots of each member of the incoming freshmen class. His goal is to commit them all to memory so he can greet every student by name when classes begin this fall. Although it’s a small measure, Maniaci believes it’s important for him to make students feel special, especially since 44% of the student population is aiming to become first-generation college graduates.

“We try to get to know our students on a personal basis, and first- generation students always struggle more than those who come from an affluent background and have parents who have gone to college,” Maniaci explained, adding that understanding a student’s history helps staff give advice that is pertinent to each individual’s situation and aspirations.

Susanne Swanker agrees, and told BusinessWest that AIC has been successful in developing a sense of community between staff and students.

“It’s uncommon to walk anywhere on campus without having people greet you,” said the school’s acting chief academic officer and dean of the School of Business, Arts and Sciences. “It doesn’t matter whether you know them or not; it’s part of a culture in which everyone is supported and encouraged to do their best.”

That culture has been carefully cultivated by Maniaci and stems from his personal experience. Indeed, his path to success differs greatly from most people in his position, and he said it has made him aware of the importance of providing students with exposure and access to college, as well as what it takes to keep them there.

“I come from a blue collar background and had no plans to attend college; it was very alien to me,” he said, adding that no one in his family had a college degree and the only reason he enrolled at City College of San Francisco, a community college, was because he and a friend wanted to continue playing football after they graduated from high school.

So he signed up for courses, but didn’t attend a single class and had no plans to do so until he injured his knee during the third game of the season. At that point, Maniaci realized that the only way he could continue interacting with other team members was to show up for class.

“I’ve always been competitive, and once I started I did well,” he said, as he outlined the rest of his educational career.

But he will never forget his first day on campus.

“Adjusting to the environment is especially difficult for students from socio-economic backgrounds where college attendance is not a given,” he said, explaining how intimidated he felt when other students began quoting famous people he had never heard of.

Today he believes that mixing students from different backgrounds adds depth to the curriculum and helps prepare them for the world of work.

“The diversity that results from a population with mixed backgrounds is one of our strengths; we’re very student-centric and believe a college education is more than academic and intellectual growth,” he noted. “It includes personal, spiritual and professional development entwined with emotional intelligence, which takes place both inside and outside of the classroom. We all see things through a different prism based on the environment we come from, so being culturally diverse leads to deeper discussions.”

Course of Action

AIC has a strategic plan for growth that is focused on three areas, said Maniaci.

“Our first goal is to build the demand curve — we need to give parents and students a better reason to come here, give them a reason to borrow money or pay out of pocket for schooling; education is expensive, and they need to know what the return on their investment will be,” he explained, adding that students and their families need to understand that in addition to the fact that college graduates earn $1 million more over their lifetime than non-graduates, valuable lessons result from dealing with social, interpersonal, or political issues on campus.

The second pillar of the plan is to increase capacity, an initiative that runs the gamut, from the quality of the dining experience to student safety and course offerings, while the third component is to identify new programs that would benefit students.

“The world is changing so quickly that it’s important to identify future trends as we develop new programming,” Maniaci said.

Susanne Swanker says AIC’s new master’s program in Resort and Casino Management will help individuals take full advantage of opportunities in that industry.

Susanne Swanker says AIC’s new master’s program in Resort and Casino Management will help individuals take full advantage of opportunities in that industry.

Initiatives have been established to meet these goals, and for the past two years Dean of Students Brian O’Shaughnessy has worked closely with his staff to make sure that what is taught in the classroom correlates to students’ outside activities, something he said employers are looking for.

To that end, AIC also has a new four-year career-development program. Students in the federal work-study program, which comprise the majority of the population, apply for positions on campus during their first semester by working with career development staff members who help them to create a preliminary resume and teach them interviewing skills. Students receive assistance in applying for campus positions suited to their interests or major.

“In the past, students walked into different departments and asked if there were any job openings,” O’Shaughnessy said, adding that they are also bridging classroom connections by inviting underclassmen to attend sessions in their residence halls on topics such as using social media as a tool to market themselves, while upperclassmen are offered classroom presentations specific to their field of study.

The way housing is assigned has also changed, and the assumption that seniors are entitled to better options is not the rule of thumb. Every freshman on campus lives in a residence hall with a roommate and shares experiences and common spaces, including bathrooms.

“If they develop a sense of community and pride in their residence hall and feel safe and secure, it reduces the likelihood of damage or student-on-student crime,” O’Shaughnessy told BusinessWest, adding that for some students, feeling pride in the place they live in is a new concept.

During their sophomore or junior year, students can move into a suite which gives them more space. “A bathroom might be shared by four people instead of 30,” O’Shaughnessy said. “And seniors are eligible for full kitchens which provide them with opportunities to shop and maintain a household.”

Each student is also assigned a professional academic advisor who works with them during their freshman and sophomore years. They are experts in the college’s shared general-education requirements, which is helpful because many aren’t sure about what they want to major in. Swanker said they transition to a faculty advisor in their field of study during their junior year, a model adopted in 2013 that helps them focus on specifics that will help them find employment.

She added that the support they receive is especially important to first-generation college students who are highly motivated but often under a great deal of pressure if their family has invested everything they have into their education.

There is also a Center for Student Engagement and Leadership Develop-ment linked to clubs and organizations on campus.

“I tell all incoming freshmen that what they are learning is not specific to textbooks,” said O’Shaughnessy. “They’re learning how to think critically and solve problems whether they are a member of a club, dealing with an issue with their roommate, or in a leadership role on campus. We also stress that the skills they learn here can be applied to careers that haven’t even been invented yet.”

And since AIC works to respond to student’s individual needs, a number of new programs have been added to its Center for Academic Success. Today, they include the ACE (AIC Core Education) Program, a federally-funded initiative for first-generation college students as well as those with limited financial means. Services range from personal mentoring to academic support, career counseling, disability referral services, financial aid assistance, graduate school preparation, and specialized workshops and activities.

AIC also has a Supportive Learning Services program, which operates under the umbrella of its Curtis Blake Learning Services. It’s a fee-based program that provides students with one-on-one tutorial assistance to help with goal-setting, note-taking, time management, study skills, test taking, written expression, and self-advocacy.

Keeping Pace With the Times

Over the past few years, AIC has developed a number of new majors, and last November, officials finalized a decision to create a master’s degree program in Resort and Casino Management. Although it had been talked about when casino legislation was passed in 2011, Swanker said the school waited until voters cast ballots last November that ensured casinos would become a reality.

“The program will start this fall, and include courses in business specific to resort and casino management,” she said. “We’ve worked with executives at MGM to review the curriculum and make sure we’re covering topics that are relevant. We see career possibilities for graduates locally and in the region.”

Meanwhile, seven students were awarded a bachelor of science degree in Public Health for the first time during the commencement ceremonies in May.

“It’s a new, four-year program. We started it two years ago, but had some transfer students move into the major,” Swanker explained, adding that graduates have a wealth of opportunities in the growing healthcare field.

Another new offering is a graduate Family Nurse Practitioner degree. “We launched the program last fall; it’s very exciting because it’s an area of tremendous growth relevant to the direction in which healthcare professions are moving,” she continued.

AIC’s doctorate in Physical Therapy program also continues to thrive, and enrollment in its master’s program in Occupational Therapy is growing, thanks to its excellent reputation and the increase in students interested in health services.

Swanker said people employed in that field typically take part in team meetings that address specifics to a patient, so to prepare them for that aspect of a job, AIC began holding day-long workshops two years ago to mirror what they will experience when they begin their clinical rotations.

There are also new undergraduate majors, and last year a Visual and Digital Arts degree was offered for the first time. “It allows students with an artistic bent to combine their interest with technology,” Swanker said. “It was something that was missing because we didn’t have a major for people interested in the arts.”

Some students in the program are minoring in business or taking a double major in both fields, which will be beneficial if they want to run a small theater or an art gallery.

“The beauty of this degree is that it can be tailored to a student’s interests, because it includes writing, directing, acting and costume design. It has increased our enrollment and we have students coming here just for this major,” Swanker said.

Another new offering is a minor in Fraud and Financial Crime, which includes courses in criminal justice and accounting. “Students can take an exam when they complete the course and become certified in the field, which increases their chances for employment,” Swanker said.

Forging Ahead

Ground was broken in May on an $8 million renovation to the dining commons. The new, state-of-the-art space will include a wide variety of seating options as well as food choices and services, including customized preparation, an open concept kitchen with a Mongolian grill, a wood-fired pizza oven, and more.

“The dining commons is an important student and academic hub on campus,” Maniaci told BusinessWest. “The new facility will give students a more comfortable and modern place to come together and was designed to serve their needs and expectations.”

It’s part of a larger effort to create a campus that caters to the needs of students today, and will enhance the new programs that are helping students succeed and integrate lessons they learn inside and outside of the classroom.

“We’re teaching them that everything they do here can play a role in their future career, which ranges from how they present themselves to how they speak or how they conduct themselves as a member or leader of an organization on campus,” O’Shaughnessy explained in summation.

The changes have all been positive, and Maniaci is optimistic about the future. This sentiment is backed by facts: The Chronicle of Higher Education named AIC as one of the fastest-growing colleges from 2002-2012, due to a growth rate of 127%, which more than doubled their enrollment in ten years.

And the upward trajectory is expected to continue, thanks to the welcoming culture and the efforts to create new programs and majors that meet the changing needs of students today.

“I expect to make as much progress in the next 10 years as we’ve made in the last decade,” Maniaci said.

Features
BBBS Thrives Through the Power of Partnerships

Big Brothers Big Sisters of Hampden County, like the agency’s 370-odd other affiliates, specializes in creating matches that ultimately provide learning experiences for mentors and mentees alike. To do that, the organization relies on partnerships with a host of constituencies, but especially the business community.

Sergio Dias, seen here with Angel

Sergio Dias, seen here with Angel, says the ‘littles’ he’s mentored through BBBS have inspired him and motivated him to think differently about the problems he’s confronted.

Sergio Dias was asked about what he does with and for the young people he mentors through his participation with Big Brothers Big Sisters of Hampden County (BBBSHC).

He said much depends on the individual in question — he’s served as a ‘big’ to many of them over the years — and the issues they’re dealing with at the time. But many times, he noted, he’s advising the young men on college, everything from why it’s important to the nuances of an application form.

“Some of them just need support based on the issues they’re facing at home, while for others, it’s more about getting them ready for college, including all the paperwork that’s related to getting accepted to a school,” said Dias, an analyst in the Marketing Department at MassMutual. “For others, it’s helping them figure out what they want to do, what their skills are; I’m helping them find themselves.”

He started to elaborate, but quickly changed the tenor of the conversation, focusing on what his interaction with these ‘littles,’ as they’re called, has meant to him. And he stressed that this is an equally important part of the equation.

“Initially, I thought I was giving back — sharing my knowledge and experiences,” said Dias, who is currently mentoring Angel, who will start his freshman year at Springfield College in a few weeks. “But I was really surprised by how much I was learning from them, even though I have three kids of my own. Many times, I’ve been inspired by what these kids have going on in their lives and their outlook and perspective on things. I think I have issues and problems, and I see the issues they’re dealing with and how they’re confronting them, and it really motivates me to think differently.”

Heather Bushey, assistant director of Continuing Education at Bay Path University, can certainly relate.

She’s been a ‘big’ to Springfield resident Destiny for eight years now, and has watched her grow from a young girl in the second grade to a young woman soon to enter her junior year of high school.

Destiny has grown in a number of ways, obviously, but so, too, has Bushey.

“I’ve learned a lot about myself, that’s for sure — about my limits and abilities and what drives me as far as motivating factors and seeing her grow and benefit from the program,” Bushey told BusinessWest. “It’s a very rewarding experience, and it has certainly helped me grow as a person.”

Heather Bushey

Heather Bushey, right, has been a mentor for Destiny for eight years now.

In many ways, these stories are typical of those who become involved with Big Brothers Big Sisters of America, or BBBS, the working acronym for the nearly 100-year-old organization. And more of them are being written each year for the Hampden County affiliate, which could also be described with that adjective typical.

Indeed, it is like other BBBS chapters in that it:

• Serves an area that includes urban centers populated by large numbers of young people who are living in single-parent households or with grandparents or other relatives, and are very much in need of a positive role model and mentor;

• Struggles mightily to meet the demand for individuals — professionals and retirees alike — who are willing and able to serve in those roles. David Beturne, executive director of BBBSHC, said the chapter now serves roughly 225 young people at any given time, but could, if it had the needed resources and demand, serve twice that number; and

• Is very much dependent on partnerships with the community, especially the business community, to carry out its vital work. Indeed, BBBSHC has forged relationships with corporations and institutions ranging from MassMutual to Bay Path; from St. Germain Investment Management to Veritas Preparatory Charter School in Springfield, to effectively serve area young people.

The obvious goal moving forward, said Beturne, is to close that large gap between the number of young people who need mentoring and those who currently can be served. And to do that, the organization must generate more resources — each match between a ‘big’ and ‘little’ costs about $1,000 — and therefore create more of those critical partnerships.

For this issue, BusinessWest takes an in-depth look at the Hampden County chapter of BBBS to gain an appreciation not only for this organization’s broad mission, but how the business community plays a huge role in carrying it out.

Striking a Match

On the day that BusinessWest caught up with Bushey and Destiny for a few photos, they were on their way to dinner, although the specific destination was still to be determined.

They dine out together regularly, said Bushey, adding that they also frequent area malls — “Destiny loves to shop” — venture out for frozen yogurt, and take in various cultural events. They’ve been to downtown Boston, the beach, and a host of other destinations.

That list includes the Bay Path campus in Longmeadow. Bushey said she’s taken Destiny there several times with the goal of familiarizing her with that lifestyle and cementing a college education as a goal worth committing to.

“Right now, school is a tough experience for her,” said Bushey. “I try to get her to focus on setting goals for herself; we talk a lot about future goals and plans, with the hope that college will be part of that. I want to expose her to it now so she can start thinking about it.”

Relationships like the one between Bushey and Destiny are somewhat rare, at least in terms of this one’s duration, but, as stated earlier, typical in the way in which both the mentor and mentee learn from one another and grow personally.

Writing such scripts is the singular purpose behind BBBS, said Beturne, adding that it’s a reality, and a sad one at that, that there will always be a need for this organization, and that there are more young people who need help than there are individuals receiving it.

Addressing this reality is the core mission of the 370-odd BBBS affiliates, said Beturne, noting that the Hampden County chapter was launched nearly 50 years ago (1967) and has evolved greatly over the ensuing decades.

BBBSHC is one of several affiliates in Western Mass., but easily the most urban of those organizations, he explained, adding that Hampden County includes the area’s three largest cities — Springfield, Chicopee, and Holyoke — and some of the state’s poorest communities.

But the need for the agency’s services extends to each city and town in the county, Beturne went on, adding that this need is met through several initiatives, but primarily both community-based matching programs and site-based initiatives, which, as the name suggests, involves mentors visiting mentees at a specific site, such as a school, YMCA, or college campus.
In Hampden County, the specific programs are:

• The community-based model, used nationwide, whereby matches (such as Bushey and Destiny) spend at least eight hours a month together for at least a year and participate in all types of activities in the community;
• ‘Lunch Buddies’: During the school year, matches meet for lunch weekly at the child’s school for about 30 minutes;
• ‘Mentor Springfield’: During the school year, matches meet weekly for one hour at three Springfield middle schools. Activities ranges from writing in journals to working on homework; and
• The ‘Pathways Program’: Also during the school year, eligible students from Springfield’s Putnam and Sci Tech high schools meet with mentors from MassMutual (such as Dias) once a week for 50 minutes (more on this initiative later).

David Beturne, left, seen here with BBBSHC Director of Development Jesse Vanek

David Beturne, left, seen here with BBBSHC Director of Development Jesse Vanek, says the need for ‘bigs’ far exceeds the supply.

“We’re taking students from Sci Tech and Putnam and going to MassMutual’s main campus,” said Bertune, referring to that last program, obviously unique to this affiliate. “They’re seeing their big brother or big sister there. It’s a career-pathways program with a curriculum to it; we’re looking to immerse these students into the culture of MassMutual, where they learn what the company is and what it does, and how they might be able to make a career out of insurance.”

Results obviously vary with each individual, but a recent study conducted by the national research firm Public/Private Ventures in Philadelphia revealed that participants in BBBS programs are 46% less likely to begin use of illegal drugs, 27% less likely to begin using alcohol, 52% less likely to skip school, 37% less likely to skip a class, 37% less likely to hit someone, and, overall, more confident of their performance in school and better able to get along with their families.

Unfortunately, demand for mentors far exceeds supply, said Beturne, adding that, while BBBSHC serves about 400 young people a year, there are maybe 225 to 250 matches at a given time; some matches close out because the child reaches a certain age or moves out of the area.

“Demand is huge — I would like to serve at least 500 children in Hampden County, doubling our capacity,” he said. “If we could do that, I would be happy with that — I wouldn’t be satisfied totally, but I’d be happy.”

Escalating demand — there is currently a waiting list for mentors with upwards of 80 names on it (and that’s typical) — and a desire to meet it were the primary motivations behind creation of the site-based initiatives, said Beturne, adding that they allow more young people to receive mentoring services and more busy professionals to get involved in some capacity.

“As we were out doing recruitment, trying to get people to volunteer for the [community-based] program, the one thing we always heard was, ‘I’d love to, but I’m busy — I work, I have a family, I’m doing this or that,’” he explained. “So we started doing the school-based program, where a volunteer can see a child in school during the day. People are able to go out on their lunch break and spend 40 to 45 minutes with a child, maybe more.”

The Power of Relationships

Returning to his comments about how his participation with BBBS has helped him grow as an individual, Dias said he’s worked with six young people over the years, and each one has taught him something about life and how to deal with all that it can throw at you.

Dan Morrill

Dan Morrill says Wolf & Co. has supported BBBS in many ways, including the large team that took part in the annual bowl-a-thon.

He singled out ‘John,’ a 17-year-old he mentored a few years ago, who displayed an attitude, maturity, and sense of determination that belied his years.
“It felt like I was having a conversation with a 40-year-old,” Dias recalled, noting that the Springfield resident told him at their first meeting that he was determined to overcome a host of problems at home and not only graduate from Sci Tech High School and go to college, but graduate as a junior — and be valedictorian.

“At first I was like, ‘OK, yeah, sounds great … I’ll support you in any way I can,’” Dias said. “By the second month, I remember thinking, ‘he’s going to do it.’ He faced all kinds of challenges — the school didn’t want to let him do it at first, there were a lot of issues at home — but he did it. He got all kinds of scholarships I helped him with, and now he’s thriving at UMass. He was such an inspiration to me.”

Certainly not all stories involving BBBS participants involve such happy or unlikely endings — or beginnings, depending on one’s outlook. But everyone who takes part in this program benefits in some way, said Beturne, adding that the simple goal, again, is to enable more people — big and little — to take part.

And this brings him back to partnerships, all of which in some way enable BBBSHC to meet its mission and broaden its impact.

One such partnership has been forged with Bay Path, and it’s taken on many forms in recent years — from escalating participation in the annual BBBS bowl-a-thon, its largest annual fund-raiser, to the agency being named the school’s designated charity for the 2014 holiday party — but especially with Bay Path students going into Veritas Charter School as ‘bigs,’ creating 20 more of those all-important matches.

“Veritas is very much a college-preparatory school — their mission is to get students to move on, to graduate from high school and attend college,” said Beturne. “Being able to have Bay Path students go into the school and share their experiences — many of the school’s students are first-generation college attendees — is a win for Big Brothers Big Sisters, Veritas, and Bay Path. Their students are able to gain exposure and give back, and students at Veritas are able to see this real world, too.”

Rachel Romano, founder and executive director of Veritas, agreed, noting that students at the school participate with BBBS through the Bay Path initiative and others.

She said only 17 of the school’s roughly 240 students take part (again, demand is greater than supply), but those who do participate benefit from the relationship and the reinforced message concerning the importance of a college education and how it can become a reality.

“Our mission is to prepare our students for college,” she explained. “And what we love is the idea that these ‘bigs’ would stay with these guys and be a support person in their lives who would help them stay on the path to college once they leave Veritas.”

Carol Leary, long-time president of Bay Path, said the school is active with a number of area nonprofits, like BBBS, that reflect the its core values, enable its students to become active in the community, and support young people and education.

Several employers, including Bushey, have served as ‘bigs,’ while students have been doing site-based work at schools such as Veritas for three years, said Leary, adding that BBBSHC was this year’s designated nonprofit at Bay Path, and thus the focus of a well-orchestrated campaign of support.

“We go out to the community and ask if there is a nonprofit that they would like us to highlight and spotlight for Bay Path’s generosity at the holiday party,” she explained. “This year, Big Brothers Big Sisters had the most support of any nonprofit, so we chose them. They gave us a list of things of they need — everything from games for the children to books to gift cards so that the big brothers and big sisters can take a child to Friendly’s — and we send that list to the people at Bay Path, who make donations.”

Case in Point

Another key relationship has been forged with MassMutual, which had a desire to add a case-management component to an existing but evolving mentorship program, and found a willing partner in BBBSHC.

“We wanted to look at mentoring somewhat differently, and look at how we could use mentoring as a method to help focus students on college- and career-readiness issues,” said Pam Mathison, a community-responsibility consultant for the company who specifically focuses on education programs within the city of Springfield, as she talked about the corporation’s larger Career Pathways initiative.

“Initially, we started working with Mass Mentoring Partnership, and they helped build the model along with Springfield School Volunteers and the Springfield School Department,” she went on. “As we got into the experience, we determined that we needed a mentoring partner whose job is the management of a mentoring program, and for that, we approached Big Brothers Big Sisters.”

The motivation for the partnership was to improve the overall experience for both the students and the mentors, she went on, adding that this has certainly happened since the relationship began more than three years ago.

Roughly 40 employees across virtually all departments and all levels within the corporation have made a three-year commitment to serve as ‘bigs,’ said Mathison, adding that students, like Angel, are recruited during their freshman year and essentially begin work with their mentor during their sophomore year.

As with Bay Path’s initiative, there are multiple winners in this scenario, including the company, which is always mindful of creating a pipeline of future employees, the students themselves, and BBBSHC, said Beturne.

He noted that the organization benefits from partnerships with companies large and small, whose employees make donations ranging from stints as ‘bigs’ to service on the board of directors, to raising money through the annual bowl-a-thon.

St. Germain is one of those companies, and its president, Michael Matty, said the support stems from need, but also from the results generated by the agency.

“I have a high level of involvement with a lot of organizations, but rarely do I see people more passionate than those at BBBS,” Matty said. “I love passion; their passion is one of the reasons we are involved. But as a businessperson, I also recognize that passion is perhaps pointless if there are no results.

Mike Matty

Mike Matty says BBBS might fly under the radar, but its impact on the lives of underprivileged youth will reap long-term benefits across the region.

“BBBS is an organization that produces results,” he went on. “They perhaps don’t get the recognition that I feel they deserve because their results are impacting youth, and underprivileged youth at that. Their mission is to help the kids who will be an integral part of our local community, where we all work and run businesses. We can’t lament the local situation without working at doing something to change it, which is what they do every day.”

Another prominent local partner is Wolf & Co., the Boston-based accounting firm with a large Springfield presence.

Dan Morrill, CPA, a principal responsible for the company’s Professional Practice Group — and a one-time ‘big’ — said the company’s support comes in many forms, from his service on the board of directors to a large, company-wide turnout for the bowl-a-thon.

“The first year we had a bowling team, I think we had three people — this year, we had about 70,” he explained. “That speaks to how the company values the important work Big Brothers Big Sisters does within the community. Giving back is a big part of the culture at Wolf, and this organization has always been one of those we choose to support because it is really making a difference within the community.”

Work in Progress

Bushey told BusinessWest that young people “age out” of BBBS when they reach 19. By that, she meant that the formal relationship between the ‘big’ and ‘little’ ends.

Often, however, a new one begins, she said, adding that the young people sometimes remain active with the organization in several ways as alums, while staying in touch with their mentor.

“I definitely anticipate remaining involved with Destiny,” she said, adding that she doesn’t know what the future holds for her, but intends to keep providing whatever support she can.

In a nutshell, that’s what this organization is all about — people stepping up, getting involved, and positively influencing young lives.

It takes individuals with time, energy, and commitment to make such a difference, but overall, it takes a community to enable this agency to meet its all-important mission.

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

Sections Technology
IT Industry Confronts a Perplexing Shortage of Workers

Dave DelVecchio

Dave DelVecchio says technical skill is important in a prospective employee, but so is a willingness and desire to learn new things.


Around the turn of the millennium, when dot-com startups were riding high, computer science was an attractive career option for college students choosing majors. Ironically, however, although technology has become even more pervasive in daily life over the past 15 years, the number of people entering the IT field has plummeted, slowing growth at high-tech companies that would be expanding faster if they could only find the talent. The key, industry leaders say, is working together to reignite interest in what remains a well-paying, in-demand, often exciting field.

As a mechanical-engineering major in college, Joel Mollison didn’t expect to one day own a successful computer-services business. But then he taught himself computer repair, which — along with his growing distaste for his chosen major — led him to change direction, and eventually launch what’s now known as Northeast IT in West Springfield.

That means he’s always looking for people like him, who at some point discover a love for computers and information technology and are skilled at it. But finding those people has not been easy.

“Technology encompasses such a vast range of jobs,” he told BusinessWest. “Programmers and coders are a completely separate thing from people who do what we do, providing managed services, managing people’s networks … and that’s totally different from, say, web design.”

By all accounts, opportunities in those fields and many others in the IT realm are only growing. Yet, at the same time, the number of young people graduating from college with the necessary skills to succeed in IT is falling.

Indeed, according to Code.org, a national nonprofit dedicated to expanding participation in computer science, by 2020, the U.S. will have 1.4 million computing jobs available, but only 400,000 computer-science graduates available to fill them.

That’s a reflection of two colliding trends, the organization notes. As computers increasingly run virtually every facet of our lives, fewer college students are choosing to major in computer science. Specifically, 60% of all jobs in the broad realm of math and science have a computing element, but only 2.4% of all college students majoring in a math or science field are choosing computer science.

“We’ve absolutely been dealing with this for the last five years, and the problem will only get worse before it gets better. In general, we need a lot more folks than there are out there,” Mollison said. “There are a lot of different facets to IT, and each requires its own unique skill set, although there is some overlap. To be a professional in any of these sectors, you need to possess a vast range of knowledge.”

Dave DelVecchio, president of Innovative Business Systems in Easthampton, has experienced the same struggle.

“The pool of qualified talent is not deep enough to provide the exact mix of talent we need,” he said. “Typically, we somebody to come to the table and demonstrate they have the ability to learn — someone with good, broad-based knowledge to draw from, but also a desire and willingness to learn new things.”

Delcie Bean IV, president of Paragus Strategic IT in Hadley, understands the scope of the national problem, but also how it affects his firm, one of the country’s fastest-growing IT companies, on a daily basis.

“Being a top-paying career and the second-fastest-growing career, it’s absolutely the right career to be in, but fewer people are graduating today than 10 years ago; interest is actually shrinking,” he said. “And when we talk about where women and people of color fit in, it’s abysmal.”

He cited statistics from Code.org noting that women, who claim 57% of all bachelor’s degrees, earn just 12% of all computer-science degrees. Meanwhile, at the high-school level, 3.6 million students take the advanced-placement computer-science exam, but only 3,000 of those seats are occupied by African-American and Hispanic students.

Combined, all these numbers tell Bean there’s plenty of untapped potential to draw students of all demographics into an IT field that desperately needs them.

“Paragus, at any given time, has four to eight open positions,” he noted. “Every open position represents an opportunity lost, because every employee has ROI and generates profit. If a position isn’t filled, that’s profit we’re not capturing.”

The net effect is that a company that has been growing at 25% to 30% per year could be growing at 45% to 50% if the talent gap wasn’t an issue and Paragus could hire whenever it wanted to.

For this issue and its focus on technology, BusinessWest examines some of the reasons behind a drought of IT workers that could become critical in the next decade — and what both public- and private-sector entities are doing about it.

Digital World

It’s ironic, Mollison said, that the more people rely on high-tech devices to run their lives, fewer young people are interested in computer science as a career.

“Everything runs on computers now,” he noted. “Because of that, there’s a wide array of services, a wide array of products out there. Career opportunities are growing exponentially, and there are not enough people out there with the experience to fill those gaps.”

Thinking back to his college days 15 years ago, Mollison recalled there were a lot of people entering the IT field drawn by the promise of making a lot of money in an exciting, fast-growing field. It’s a different time, though, and Millennials are known for following their passions, not necessarily just a paycheck.

“If you don’t have a true passion for IT, if you’re not exposed to it at a young age, and if the desire isn’t there to begin with, I think a lot of people may be overwhelmed by the time they reach high school and college, and are figuring out what they want to do with the rest of their lives,” he said. “The tech field can be a bit overwhelming if you’re not absolutely sure that’s where you want to be.”

With the goal of increasing exposure to computer science at an early age, Bean serves on the advisory board of the Massachusetts Computing Attainment Network, or MassCAN, which has developed a set of standards, now being considered by the state Board of Elementary and Secondary Education, for making computer science part of the K-12 curriculum.

Joel Mollison

Joel Mollison says young people often don’t grasp the sheer breadth of career opportunities available in IT.

“We really thought about what kindergartners should learn, what eighth-graders should know, what high-school graduates in the Commonwealth should be able to do in computer science,” he explained. “It’s as much a way of thinking as anything else. We’re not just talking about specific technology skills; what’s needed is critical thinking, troubleshooting, problem resolution, abstraction — traits that are of value in whatever industry you go into. If someone is an amazing critical thinker, I can teach them IT.”

The standards would likely be recommendations to start, Bean said, “but if they were to make it mandatory, it would put Massachusetts ahead of the curve in graduating some of the best talent from the K-12 system. And we’re already known for our higher-education system.”

Training young people in computer science is something Bean takes seriously, which is why he launched Tech Foundry last year. The Springfield-based nonprofit, which trains promising students to enter well-paying IT jobs right out of high school, recently graduated its first class of 24 participants.

DelVecchio sees, in the promise of Tech Foundry, echoes of Javanet back in the mid-’90s. A locally based Internet service provider, that company was later acquired by RCN, a large, regional player, which created large numbers of entry-level positions in its call center and support services, providing opportunities to work in the IT field when interest in such careers was peaking.

Then, “when RCN decided to move its call center to Pennsylvania, all those folks scattered to the wind — but many of them ended up pursuing a career in IT,” DelVecchio said. “We’ve got four people who have RCN on their résumé.”

In fact, he went on, many local IT companies were seeded with those former RCN workers, who have moved up to management-level positions. A decade or so down the road, DelVecchio hopes a vibrant IT industry in the Valley will be similarly peppered with Tech Foundry graduates. “You might not see the impact this year, but it will benefit the region 15 years from now.”

Bean certainly hopes his brainchild has such an impact, because it’s not just small computer firms that crave IT talent, but some of the region’s largest employers.

“It’s a huge problem with a national impact. Look at MassMutual. Look at Baystate. If they don’t have good tech employees, that’s a problem for them — and a problem for everyone.” Many companies, he added, have experimented with outsourced or even offshore IT services, but find that in-house talent is more efficient and produces better return on investment.

But the talent lag has everyone struggling to meet those needs.

“All we’re doing is shifting people from one company to the next,” Bean said. “There’s a lot of poaching going on — giving someone a raise to be your employee. We all have to do a little bit of that to survive, because the talent pool isn’t wide enough. But it’s not good for the region.”

High-tech, High-touch

When Bean and others talk about IT skills, however, they’re not thinking only about the inner workings of computer hardware and software, but also about ‘soft skills’ — in particular, communication skills — so critical to today’s IT world.

“That’s one of the really big challenges facing a lot of companies like ours,” Mollison said. “We have a lot of people who have to face the public, and you can have great technical people, but if they’re unable to communicate, if they don’t have those soft skills, they’re not as great an employee as they could be; it’s difficult to send them out into the world.”

Some of this reflects one particular type of person who embraces technology early in life, he added.

“A lot of folks are introverted and love computers — it’s a way for people to escape into another world; that’s how they get into it,” he explained. “But as they grow in that facet, and become technically mature, they can lose those soft skills, not being a part of day-to-day life.

“Personally,” he added, “I’ve seen some people who have been sheltered, not been outgoing, who have been turned around. But they need to be exposed to a group of tech people who are more outgoing, who can help break them out of their shell and be more personable, so they can work in a job where they deal with people on a regular basis.”

It doesn’t help, DelVecchio said, that too many IT graduates of the region’s highly regarded colleges and universities take their skills to the Boston area or out of state completely. This talent drain is one of the top-priority issues of the Hampshire County Regional Chamber, of which he’s a founding member.

“This region has vast assets we bring to the table,” he told BusinessWest. “We hear stories of people who moved away for job opportunities, then moved back because this is a place they want to raise a family. We need to be louder about the fact that they don’t have to move away; they can start a career, they can thrive here, and raise a family in the Pioneer Valley. That’s true not just for IT careers, but for many industries.”

Bean hopes the network of entities actively working on the IT talent problem — from state departments to regional workforce-development agencies; from community colleges to initiatives like Tech Foundry — will start to make a dent by not only cultivating young people’s interest in IT, but helping them attain both computer expertise and the soft skills necessary to work with a public that, again, is becoming ever-more reliant on technology.

“I think it’s about exposure,” he concluded. “Typically, people choose their career path based on what they’re exposed to in school — and computer science has really dropped off the radar.”

He noted that CSI: Cyber, the latest iteration of CBS’ popular criminal-forensics TV franchise, is one media entity showing an attractive and exciting side to IT work.

“I’m interested to see its impact; I think that will do more for computer science than anything else. Four years ago, there was a huge increase in students wanting to be physicists, and they traced it back to The Big Bang Theory. I think we underestimate how much exposure pop culture has to do with career paths.”

Meanwhile, his work — and that of others — to promote the computer-science industry locally continues.

“If we can get people more exposure to IT jobs, how exciting this field is, how much it pays, how fast it’s growing,” Bean said, “we can really start to move the needle.”


Joseph Bednar can be reached at [email protected]

Sections Technology
Effective Planning Can Turn an Obstacle into an Opportunity

By GREG PELLERIN

Greg Pellerin

Greg Pellerin

“The budget evolved from a management tool into an obstacle to management.”

Former U.S. Secretary of Defense Frank Carlucci was talking about government spending when he made this comment, but he may as well have been referring to those days leading up to the start of a new business budget year. It’s that time when executives go scrambling to either spend what’s going to be lost or, more than likely, find more money to fund an important project.

There is no shortage of priorities for most IT departments. Strategic initiatives, the need for infrastructure upgrades, and software-licensing mandates are a constant challenge. Yet, hiring freezes and the redirection of funding within an organization often make implementation difficult. In my opinion, the answer to those once-a-year budget woes can often be found in four areas: prioritization, funding, implementation, and monetization.

 

Prioritization

It seems simple, but you’d be surprised by how many times the cart is put before the horse.

Virtualizing desktops and networks is a major investment with a cost-saving upside, but unless a company has clearly defined its ‘bring-your-own-device’ policy, a VDI plan shouldn’t even be considered.

Moving the data center to accommodate growth? Carefully and objectively reviewing hyper-convergence and public cloud potential is critical, because the best time to implement any or part of this solution is during a data-center migration/upgrade.

Perhaps it’s time to get rid of that old PBX phone system and institute a truly unified communications approach. By their very nature, VoIP solutions are software-based and are meant to evolve as business priorities change. A new, unified communications platform with the latest videoconferencing, instant messaging, and speech-enablement capabilities may be overkill and a real budget buster (you can always add capabilities later on).

Prioritizing actual versus perceived needs is the better course of action.

 

Funding

Critical IT investments can often be made by simply finding creative ways to reduce or redeploy existing budgets. A telecom-expense-management audit (often funded by the savings it incurs) takes a look at existing wireline and wireless contracts and often reveals thousands of dollars, if not tens of thousands, in unnecessary broadband spending. One of our clients was being charged $10,000 a month for a high-speed connection to an office they had closed years before!

Sometimes you can save big time by simply getting your suppliers to pay. Companies like Microsoft set aside millions of dollars each year to supplement new technology assessments and investments. All you have to do is ask.

Implementation

Oftentimes, the high cost of implementing IT solutions can be borne by outsourcing or staff augmentation.

Can’t handle incremental project workload with existing staff? New technology requiring specific expertise, and spikes in workload as a result of short-term projects, can be handled less expensively — and, in many cases, more efficiently — by temporary personnel.

You don’t need to outsource the entire project, but management may be the most logical place to start. A project manager can attend and lead facilities and departmental meetings, coordinate and manage critical milestones, and, most importantly, train your staff to take over the role once he or she is gone.

By focusing internal resources on core business functions, training time is reduced without adding permanent overhead.

 

Monetization

Everyone want to make money off of their investments, yet IT departments often find this difficult to accomplish.

Do you have an internal engineering-services department that handles maintenance and repairs to critical technologies? Does your data center have excess capacity?  These are just two areas where organizations can find monetization opportunities, but unfortunately, they are two areas that often fail miserably.

Before launching any effort to monetize internal resources, be sure that senior management establishes priority protocols that allow those resources to respond to external client needs with the same level of urgency as internal requests. This will ensure the success of most monetization efforts and a way to fund other IT initiatives without breaking the budget.

The budget process has become a necessary evil in today’s competitive business  climate. Creative planning approaches can turn it from an obstacle into an opportunity.


Greg Pellerin is a 15-year veteran of the telecommunications and IT industries and a co-founder of VertitechIT, one of the fastest-growing business and healthcare IT networking and consulting firms in the country; (413) 268-1605; [email protected].

Employment Sections
Supreme Court to Weigh Claims of ‘Class-action Abuse’

By PETER VICKERY

Peter Vickery

Peter Vickery

The U.S. Supreme Court has agreed to take a case concerning the scope of two kinds of mass employee lawsuits against employers — class actions and a similar procedure created by the federal Fair Labor Standards Act (FLSA) called collective actions. If the justices tighten the standards for certifying class actions and collective actions, it would come as a relief to companies with large numbers of workers — and a major setback for the law firms that target them.

So the plaintiffs’ bar and employers alike are watching and waiting for the outcome in Tyson Foods Inc. v. Bouaphaeko, one among a host of overtime cases that two class-action law firms, Smith & McElwain and Kenney McCafferty, have brought against the food company.

Mass lawsuits are costly to defend, which means employers often settle them prior to trial rather than take the risk of going to a jury. When the other side is receiving help from state and federal agencies, the incentive to settle is even greater. But before one of these lawsuits can move forward, a judge has to certify it as a class/collective action.

Certifying an action has a dramatic impact on the lawsuit’s value and, consequently, on a company’s competitiveness and productivity. So the standard for determining whether to grant or deny certification is something that matters a great deal to companies that might find themselves in the crosshairs of mass employee lawsuits.

At issue in the Tyson cases is the amount of compensation that the company should pay its employees for the time they spend donning and doffing protective gear and walking between the locker room and the production line. Tyson pays its clerical workers ‘punch to punch,’ i.e. from the time they punch the clock in to the time they punch out. But it pays production-line workers according to ‘gang time,’ i.e. the time they are actually at their work stations while the line is moving. It does not keep track of how much time each employee spends donning, doffing, and walking, but generally pays an additional four to seven minutes per shift to cover these activities. In the last few years, it has been paying more.

Tyson started paying donning-and-doffing time after a Supreme Court case involving its corporate predecessor, IBP, made clear that this was legally necessary.

Tyson compensates its workers for donning and-doffing at the regular rate of pay. But according to the plaintiffs, under FLSA and state wage-and-hour laws, the company should be paying them overtime (time and a half). In some cases, the plaintiffs enjoy the support of the U.S. Department of Labor, which files amicus briefs to bolster the employees’ argument in favor of overtime. Given the large numbers of current and former employees, the difference is enormous. So far, the donning-and-doffing lawsuits have cost the company millions of dollars in jury awards and settlements.

Sometimes Tyson wins, and sometimes it loses. For example, in two separate cases, Acosta and Gomez, juries awarded combined damages of $24 million. In contrast, in another pair of cases, Guyton and Lopez, which concerned the very same issues — whether donning, doffing, and walking required overtime — juries found in favor of Tyson, and sent away the plaintiffs and their lawyers empty-handed.

With such unpredictable jury results, it is no surprise that Tyson sometimes opts to settle, as it did in a Tennessee case for $7.75 million and another in Georgia for $32 million. But in Bouaphakeo, the jury’s reliance on a controversial formula has prompted Tyson to go all the way to the Supreme Court.

The plaintiffs in Bouaphakeo are hourly workers at Tyson’s Storm Lake, Iowa pork-processing facility, which employs approximately 1,600 people. The class-action lawyers wanted to include all hourly workers at the facility in the class, but the court limited membership to workers in the kill, cut, and re-trim departments. Employees in these three departments have to wear various kinds of protective gear depending on the nature of their work, e.g. hard hats, steel-toed boots, hair/beard nets, ear protectors, gloves, aprons, belly guards, and scabbards. Those who use knives have to dip them in sanitizer at the start and end of each shift. How long an individual takes to don and doff (and dip) depends on the gear.

In the Gomez case, the plaintiff’s expert witness, Kenneth Mericle, a labor economist and professor emeritus at the University of Wisconsin, Madison, School for Workers, testified that, by his calculations, based on analysis of video footage, the workers spent 25 to 29 minutes donning and doffing. Even though Tyson presented no expert testimony of its own to counter Mericle, after listening to his answers on cross-examination, the jury found that the donning-doffing time was closer to six minutes.

This is a significant divergence in view of the number of workers involved and the amount of money at stake. Nevertheless, in Bouaphakeo, the plaintiff’s expert witness used Mericle’s time-studies as the basis for calculating damages. Again, the jury found that the donning-doffing time was just a fraction of what Mericle’s statistics claimed, awarding damages of less than half the amount the plaintiffs claimed they were entitled to receive.

When the Court of Appeals denied Tyson’s request for rehearing, Justice Beam dissented, noting that “giving the best gloss available to the plaintiffs under the evidence they themselves adduced, well more than one-half of the certified class of 3,344 persons have no damages whatever, and the balance have markedly lower individual damages that are now virtually impossible to accurately calculate.” And this constitutes the nub of Tyson’s argument to the Supreme Court: for class/collective actions, there needs to be a way to determine individual damages so as to avoid the practice of ‘trial by formula,’ which the Supreme Court disapproved of in the 2011 case of Wal-Mart Stores Inc. v. Duke.

Tyson argues that the use of Mericle’s statistics amounted to trial by formula. Because of the range of differences between class members, plus the fact that some class members sustained no damages at all, the district court should not have granted class/collective action certification in the first place, said Tyson. The question, as the company presents it, is whether a trial court should be allowed to certify a class/collective action (1) if the court determines liability and damages with statistical techniques that presume all class members are identical to the average observed in a sample, ignoring the differences among individual class members, and (2) when the class contains hundreds of members who were not injured and have no legal right to any damages.

Tyson and allies such as the U.S. Chamber of Commerce would like the Supreme Court to answer ‘no,’ so as to make it harder for cases to qualify as class/collective actions. They characterize the slew of actions against Tyson as class-action abuse, and probably interpret the fact that the court has taken the case as an encouraging sign. Arguments are scheduled for the fall term.


Peter Vickery is an employment-law attorney in Amherst; (413) 549-9933.

Departments People on the Move

Delcie Bean IV

Delcie Bean IV

Serial entrepreneur Delcie Bean IV took home BusinessWest’s inaugural Continued Excellence Award at the ninth annual 40 Under Forty gala on June 18. It was yet another honor for the owner of Paragus Strategic IT, who was named BusinessWest’s Top Entrepreneur for 2014. For the Continued Excellence Award, which will be awarded annually to a former 40 Under Forty honoree who has continued to expand his or her business accomplishments and community impact, Bean was among about 40 individuals nominated by their peers and judged by an independent panel. “Nothing I have done has not been without the help of at least 100 other people,” Bean said to more than 650 attendees of the 40 Under Forty event at the Log Cabin in Holyoke. He cited, as one example, the 24 high-school students who graduated this week from Tech Foundry, a nonprofit he started to provide IT workforce training and job skills to young people. A member of the 40 Under Forty Class of 2008 when he was just 21, Bean has since seen Paragus grow 450% and earn status as one of Inc. magazine’s fastest-growing companies on several occasions, and recently earn the Top Employer of Choice Award from the Employers Assoc. of the NorthEast. He’s also started a second business venture, Waterdog Technologies, a technology-distribution company. Meanwhile, within the community, he has been active with Valley Venture Mentors, River Valley Investors, and DevelopSpringfield; is a board member for Up Academy Springfield; and serves as a board member for the Mass. Department of Elementary & Secondary Education’s Digital Literacy and Computer Science Standards Panel. In his short acceptance speech last night, Bean put the focus not on himself, but on the promise of the Pioneer Valley. “I’m just one of many people who helped me get to where I am,” he said. “I’m so incredibly grateful to be here, to be part of the Valley. And you know what? I think there’s so much more we can do. I really, really think this Valley has a huge story ahead of it. I’m excited to be a part of that, and I hope you guys will join me. And, with that challenge, let’s see what’s next.” The other four finalists for the Continued Excellence Award were Kamari Collins (40 Under Forty class of 2009), dean of Academic Advising and Student Success at Springfield Technical Community College; Jeff Fialky (class of 2008), partner at Bacon Wilson, P.C.; Cinda Jones (class of 2007), president of Cowls Lumber Co.; and Kristin Leutz (class of 2010), vice president of Philanthropic Services for the Community Foundation of Western Mass. The judges for the inaugural award were Carol Campbell, president of Chicopee Industrial Contractors; Eric Gouvin, dean of the Western New England School of Law; and Kirk Smith, former director of the YMCA of Greater Springfield.

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Sue Drumm

Sue Drumm

Sue Drumm, a real-estate agent with Coldwell Banker Residential Brokerage in Longmeadow, has been named the 2015 Realtor of the Year by the Realtor Assoc. of Pioneer Valley (RAPV). The announcement was made during the association’s annual awards banquet on June 11. As the highest honor given to a member, the Realtor of the Year award is bestowed upon the one person who has shown outstanding service and devotion to the 1,650-member organization during the past 17 months in the areas of Realtor activity, community service, and business activity. A Realtor since 2009, Drumm serves on the association’s board of directors, grievance committee, community service committee, and centennial president’s advisory group. She is a co-presenter at the bi-monthly new-member orientation promoting involvement and explaining the benefits of membership. In 2014 she was a member of the strategic planning committee and affiliate of the year committee. She is a longtime member of the association’s community service committee and an active participant in numerous projects, including a book and blanket drive for Shriners Hospital for Children in Springfield, and shopping, wrapping, and delivering gifts to area homeless shelters during the holidays. She is involved in the association’s charitable fund-raising efforts as a member of the Benefit Golf Tournament subcommittee, Comedy Night subcommittee, and Fantasy Auction subcommittee. Drumm has been a Girl Scout troop leader in Agawam for six years and assists with its annual food drives.
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Springfield College Sport Management and Recreation Department Chair Kevin McAllister was recently elected president of the board of directors for U.S.A. Nordic Sport (USANS). The appointment to president follows McAllister’s role in leading a transition committee that assisted with the merging of the U.S.A. Ski Jumping and Nordic Combined. Under McAllister’s leadership, a new set of bylaws was transcribed for USANS, and a new mission statement was drafted. The mission of USANS is to encourage, promote, and develop the Nordic disciplines of ski jumping and Nordic combined in the U.S.; assist U.S. athletes in achieving sustained competitive excellence in Olympic, World Championship, and other international competitions in the disciplines; and to promote the highest standards of sportsmanship, fair play, and goodwill between individuals of all nations through competition in the discipline sports. “This opportunity to serve as president of the board of directors for USANS is a great honor, and I am excited to have the opportunity to work with so many talented people both with U.S.A. Ski Jumping and Nordic Combined,” said McAllister, who has been a Springfield College faculty member since 2003. In his role with USANS, McAllister has the opportunity to work with Springfield College alumna Signe Jordet, U.S.A. Ski Jumping director of Sport Development since 2012. Jordet earned a master’s degree in sport management and recreation from the college in 2010, and she was instrumental in recruiting McAllister’s leadership for U.S.A. Ski Jumping and Nordic Sport. “We are always willing to assist and work with graduates from our Sport Management program at Springfield College,” said McAllister. “We are very proud of Signe and the work she has done in her role with U.S.A. Ski Jumping. There was an opportunity for me to get involved and assist in some leadership areas, and I am looking forward to the challenge. This experience will also provide some great examples in the classroom when teaching our current sport-management students.”
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Two Baystate Medical Center physicians were honored recently by the Massachusetts College of Emergency Physicians (MACEP) for advancing excellence in emergency care. Dr. Sunny Mani Shukla received the Emergency Medicine Fellow of the Year award, and Dr. Lauren Westafer received the Emergency Medicine Resident of the Year award, during MACEP’s recent annual meeting. The Emergency Medicine Resident and Fellow of the Year awards recognize an outstanding emergency-medicine resident and emergency-medicine fellow in Massachusetts, whose combination of clinical promise, leadership, ability to think outside the box, and commitment to patients and emergency medicine separate them from others. Westafer earned her doctor of osteopathic medicine and master of public health degrees from Nova Southeastern University College of Osteopathic Medicine in Fort Lauderdale, Fla. Blogging on emergency medicine even before her residency, today she co-hosts an educational podcast and frequently tweets and blogs about important and interesting articles, keeping her colleagues up to date on the latest in emergency medicine. Westafer regularly takes on additional tasks as part of her residency, including providing statistical mini-lectures to colleagues. An adjunct assistant professor at Western New England University College of Pharmacy, she lectures pharmacy students preparing to enter the field of medicine. She has also been recognized as a Knowledge to Action Fellow by the Emergency Medicine Residents’ Assoc. (EMRA) and the New York Academy of Medicine. “Dr. Westafer is an incredibly talented physician with the potential to contribute greatly to academic emergency medicine. Her ability to review the current literature and distill it into an easily digestible format is incredibly valuable and will make her a strong contributor in the future,” said Dr. Niels Rathlev, chair of the Department of Emergency Medicine at Baystate. Shukla, who received his medical degree from Manipal University in Karnataka, India, completed a residency in emergency medicine at Baystate. He participated in MACEP’s Leadership & Advocacy Fellowship Program in 2014, and recently designed the Baystate Emergency Department’s Administrative Fellowship. He was also selected by the EMRA as one of 10 residents nationwide to receive an EDDA scholarship, which provides financial assistance to resident leaders to attend the Emergency Department Directors Academy, designed to help them develop leadership skills that will advance their careers, their local emergency departments, and the specialty of emergency medicine. Shukla, who provides emergency care at Baystate Franklin Medical Center in Greenfield, was also the second-place winner in the Emergency Medicine Physicians’ emp.com third annual Video Challenge, allowing residents to show off their residency program in a creative way. As secretary/newsletter editor for the American College of Emergency Physicians’ Emergency Medicine Practice Management and Health Policy Section, he also uses his talents to mentor residents in writing scholarly articles. “Dr. Shukla has tremendous potential as a future leader in healthcare,” Rathlev said. “He has a particular interest in administrative matters and is currently obtaining his MBA at UMass Amherst. He is an active contributor to important patient-care and safety initiatives at Baystate Health.”
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Candace Pereira

Candace Pereira

Susan Mastroianni

Susan Mastroianni

At its recent board meeting, the Gray House elected two new officers to a one year term: Candace Pereira, treasurer, and Susan Mastroianni, secretary. Pereira has more than 10 years of banking experience. She is a commercial-portfolio loan officer for Farmington Bank in West Springfield.
Mastroianni has more than 25 years of experience in the advertising field. She is director of Media Services and partner in FitzGerald & Mastroianni Advertising Inc. in Springfield. Michael Walsh and David Chase remain as president and vice president, respectively. Walsh is an adjunct instructor in Political Science at Westfield State University and a consultant and legal advisor at MIRA Associates. Chase has more than 20 years of banking experience and is vice president of Member Business Services at Freedom Credit Union in Springfield. The Gray House is a small, neighborhood human-service agency located at 22 Sheldon St. in the North End of Springfield. Its mission is to help neighbors facing hardships to meet their immediate and transitional needs by providing food, clothing, and educational services in a safe, positive environment.
•••••
Dr. Paul Donovan, a long-time practicing physician in North Adams, has written and published the first of a three-part series on the history of North Adams Regional Hospital (NARH). The hospital closed in March 2014 after filing for bankruptcy. Part one of the series covers the years 1882 to 1910. In 1882, a catastrophic train accident galvanized a small group of North Adams residents to initiate the concept of a hospital, which was built with private donations and opened in March 1885. Part one concludes with a major reorganization in 1909-10 due to financial difficulties. Part two will cover the years 1910 to 1955, and part three will cover 1955 to 2014. They are expected to be published in 2016 and 2017, respectively. Donovan is an emergency-medicine and sports-medicine specialist practicing in North Adams and Bennington, Vt. He was a member of the NARH medical staff for 25 years and served as medical staff president from 2008 to 2010, and as director of the NARH Emergency Department. The book can be purchased on www.blurb.com and will be available at local bookstores starting in July.
•••••
Citizens Bank announced the appointment of Quincy Miller, president of Citizens’ business-banking division, as its new Massachusetts state president. He succeeds Jerry Sargent, who will focus full-time on leading Citizens’ middle-market commercial business after serving as state president for five years. Sargent’s responsibilities will continue to include overall leadership for state presidents across the Citizens footprint. As state president, Miller will lead Citizens’ engagement with civic, business, and community leaders across the state. He will retain responsibility for Citizens’ company-wide business-banking efforts, which serve companies with annual revenue of up to $25 million. A member of Citizens Bank’s executive leadership group, Miller serves as a member of the Citizens Bank Charitable Foundation board of directors. He also currently serves as board chair for the Urban League of Eastern Massachusetts. Miller is a graduate of Lafayette College, where he earned a bachelor’s degree in economics and business. Prior to joining Citizens in 2006, he spent nine years at M&T Bank in New York City and in Harrisburg, Pa. He has received 40 Under 40 recognition from the Boston Business Journal, Crain’s Cleveland Business, and the Central Penn Business Journal.

Daily News

SPRINGFIELD — Two Baystate Medical Center physicians were honored recently by the Massachusetts College of Emergency Physicians (MACEP) for advancing excellence in emergency care.

Dr. Sunny Mani Shukla received the Emergency Medicine Fellow of the Year award, and Dr. Lauren Westafer received the Emergency Medicine Resident of the Year award, during MACEP’s recent annual meeting.

The Emergency Medicine Resident and Fellow of the Year awards recognize an outstanding emergency-medicine resident and emergency-medicine fellow in Massachusetts, whose combination of clinical promise, leadership, ability to think outside the box, and commitment to patients and emergency medicine separate them from others.

Westafer earned her doctor of osteopathic medicine and master of public health degrees from Nova Southeastern University College of Osteopathic Medicine in Fort Lauderdale, Fla. Blogging on emergency medicine even before her residency, today she co-hosts an educational podcast and frequently tweets and blogs about important and interesting articles, keeping her colleagues up to date on the latest in emergency medicine.

Westafer regularly takes on additional tasks as part of her residency, including providing statistical mini-lectures to colleagues. An adjunct assistant professor at Western New England University College of Pharmacy, she lectures pharmacy students preparing to enter the field of medicine. She has also been recognized as a Knowledge to Action Fellow by the Emergency Medicine Residents’ Assoc. (EMRA) and the New York Academy of Medicine.

“Dr. Westafer is an incredibly talented physician with the potential to contribute greatly to academic emergency medicine. Her ability to review the current literature and distill it into an easily digestible format is incredibly valuable and will make her a strong contributor in the future,” said Dr. Niels Rathlev, chair of the Department of Emergency Medicine at Baystate.

Shukla, who received his medical degree from Manipal University in Karnataka, India, completed a residency in emergency medicine at Baystate. He participated in MACEP’s Leadership & Advocacy Fellowship Program in 2014, and recently designed the Baystate Emergency Department’s Administrative Fellowship.

He was also selected by the EMRA as one of 10 residents nationwide to receive an EDDA scholarship, which provides financial assistance to resident leaders to attend the Emergency Department Directors Academy, designed to help them develop leadership skills that will advance their careers, their local emergency departments, and the specialty of emergency medicine.

Shukla, who provides emergency care at Baystate Franklin Medical Center in Greenfield, was also the second-place winner in the Emergency Medicine Physicians’ emp.com third annual Video Challenge, allowing residents to show off their residency program in a creative way. As secretary/newsletter editor for the American College of Emergency Physicians’ Emergency Medicine Practice Management and Health Policy Section, he also uses his talents to mentor residents in writing scholarly articles.

“Dr. Shukla has tremendous potential as a future leader in healthcare,” Rathlev said. “He has a particular interest in administrative matters and is currently obtaining his MBA at UMass Amherst. He is an active contributor to important patient-care and safety initiatives at Baystate Health.”

Briefcase Departments

State Awards $100,000 in Workplace Safety Grants
BOSTON — Seven Massachusetts employers — including one in Western Mass. — were awarded grants, totaling more than $100,000, to train 552 workers to prevent workplace injuries, illnesses, and deaths, Labor and Workforce Development Secretary Ronald Walker II announced. The Department of Industrial Accidents Office of Safety administers and manages the Workplace Safety Training and Education Grant program to promote safe, healthy workplace conditions through training, education, and other preventative programs for employers and employees covered by the Massachusetts Workers’ Compensation Law. North Adams-based Berkshire Family & Individual Resources, a nonprofit, human-service organization providing support services for adults and children with disabilities, autism, and traumatic brain injuries, was awarded $10,165. Other grants were awarded to organizations in Lawrence, Dorchester, Roxbury, Boston, Wellesley, and Pepperell. “It’s not just employers and workers who pay the price for occupational fatalities, injuries, and illness. Society often bears the indirect costs of medical treatments and lost wages and productivity,” Gov. Charles Baker said. Added Lt. Gov. Karyn Polito, “making employers and workers aware of workplace hazards and developing safety precautions and protocols can go a long way in reducing the costs of workplace tragedies.” With $800,000 budgeted annually for the safety grant program, the Department of Industrial Accidents (DIA) has funded hundreds of programs that have educated thousands of employers and workers in the Commonwealth. The new round of grants will be the last given out this fiscal year. “These grants have made Massachusetts workplaces safer and healthier for thousands of employees and simultaneously created opportunities for trained workers to move into new or higher-paying jobs,” Walker said. Grant recipients can be awarded up to $25,000 per entity each fiscal year. Employers were awarded training grants through a competitive application process through DIA.

State Unemployment Rate Drops to 4.7% in April
BOSTON — Massachusetts’ total unemployment rate dropped to 4.7% in April, a 0.1% decrease from the previous month, the Executive Office of Labor and Workforce Development announced. The new preliminary job estimates from the Bureau of Labor Statistics (BLS) indicate that Massachusetts gained 10,100 jobs in April, marking the eighth consecutive month of job gains. BLS also revised upward its March job figure, reporting the state gained 12,100 jobs, instead of 10,500, which the agency originally reported last month. Over the year, the state’s unemployment rate fell 1.1% from 5.8% in April 2014. January 2008 was the last time the state’s unemployment rate was at 4.7%. The state unemployment rate remains lower than the national rate of 5.4% reported by the Bureau of Labor Statistics. The state’s labor participation rate — the total number of residents 16 or older who worked or were unemployed and actively sought work in the last four weeks — increased 0.1% to 66.3%. The April labor participation rate is the highest since May 2010, and this is the third consecutive month there was an increase in the participation rate. Compared to April 2014, the labor participation rate increased 1.1% over the year. “This is the seventh consecutive month we’ve seen a decrease in unemployment,” Labor and Workforce Development Secretary Ronald Walker said. “Many more residents are employed, and labor participation has increased again.” April 2015 estimates show that 3,464,500 residents were employed and 169,400 were unemployed. There were 37,700 fewer unemployed persons over the year compared to April 2014. Over the month, jobs were up 10,100, with a private-sector gain of 9,700. Since April 2014, jobs grew by 66,100, with 57,900 private-sector job gains. Education and health services and professional, scientific, and business services were the sectors with the largest job gains over the year.

DCR to Issue Volunteer Fire Assistance Grants
BOSTON — Department of Conservation and Recreation (DCR) Commissioner Carol Sanchez announced that $65,542 has been made available in the 2015 Volunteer Fire Assistance (VFA) grant funding program for eligible towns. Funding for this program, which is provided by the U.S. Department of Agriculture’s Forest Service, is administered by DCR’s Bureau of Forest Fire Control and Forestry. “The Volunteer Fire Assistance grants are an extremely important funding tool to assist qualifying local fire departments that might not have the means to pay for vital equipment and training needed to combat wildland fires within their borders,” Sanchez said. “The recent outbreak of brushfires across the Commonwealth only reinforces the value of the VFA grants.” VFA grants are available to nonprofit rural call or volunteer fire departments that provide service primarily to a community or city with a population of 10,000 or fewer. Fire departments must be comprised of at least 80% call or volunteer firefighters, must be recognized as a fire department under state law, and must be compliant with the National Incident Management System. Applications with eligibility guidelines were mailed recently to the Commonwealth’s forest wardens in all eligible communities. The completed application must be received by June 12 by Program Coordinator Roxanne Savoie, DCR Bureau of Forest Fire Control, Hampton Ponds State Park, 1048 North Road, Westfield, MA 01085. For questions regarding the application process, call (413) 538-9092, ext. 400. DCR, an agency of the Executive Office of Energy and Environmental Affairs, oversees 450,000 acres of parks and forests, beaches, bike trails, watersheds, dams, and parkways. The agency’s mission is to protect, promote, and enhance the state’s natural, cultural, and recreational resources. To learn more about DCR, visit www.mass.gov/dcr, or e-mail [email protected].

Springfield Wins $526,813 for Sewer Improvements

SPRINGFIELD — State Treasurer Deb Goldberg, chair of the Massachusetts Clean Water Trust, announced more than $6.7 million in loan-principal forgiveness for 13 communities statewide, including Springfield. The principal-forgiveness funds, administered by the state and funded by the federal government, were awarded on a competitive basis to cities and towns most in need of financial assistance associated with loan payments to the Massachusetts Clean Water Trust. The funds will be used for financing improvements to drinking water and wastewater infrastructure. The Springfield Water and Sewer Commission received a $526,813 award for the CWP-14-27 Dickinson Street siphon/main interceptor rehabilitation
project. The objective of the project is to rehabilitate and extend the lifespan of existing infrastructure and to improve hydraulic capacity which allows for mitigation of structural failure leading to sanitary sewer overflow (SSO) events. Approximately half of Springfield and the surrounding towns of Ludlow and Wilbraham are served by the main interceptor (MI), which runs for approximately 27,200 feet. The MI was built in 1972 and is constructed of 60-inch and 66-inch reinforced concrete pipe. Based on recent inspection, the MI is considered to be in structural distress. The Dickinson Street Siphon feeds a large catchment of flow into the MI. SSOs into the Mill River and neighborhoods have occurred at the siphon during heavy rainfall events. As part of the project, the siphon will be replaced with a large-diameter gravity sewer. “The Clean Water Trust delivers a critical service to our municipalities by financing water infrastructure projects,” Goldberg said. “Improving water quality presents a range of both public-health and economic benefits for the citizens and communities we represent.” The Massachusetts Clean Water Trust improves water quality in the Commonwealth through the provision of low-cost capital financing to cities, towns, and other eligible entities, and maintains stewardship of public funds. Because of the reduction of loan principal funded by this program, impacted communities will see their biannual loan payments reduced, freeing up capital for other local needs. The loans were originated to pay for municipal water projects such as upgrades to water-treatment facilities and stormwater and sewer-improvement projects.

Dress for Success Names New President, Members
SPRINGFIELD — Dress for Success Western Massachusetts announced that Dawn Creighton, Western Mass. regional director for the Associated Industries of Massachusetts, has been named board president. Dress for Success is a not-for-profit organization promoting the economic independence of disadvantaged women by providing professional attire, a network of support, and the career-development tools to help women thrive in work and in life. “As president of Dress for Success, strengthening our community with strong women will be my priority,” said Creighton. “Dress for Success isn’t just about the suit. It’s about the women that fill the suits. I am eager to work with partnering agencies and community leaders to ensure the women of Pioneer Valley have the tools they need to be successful in the workforce.” In addition to her role with AIM, Creighton serves on multiple committees and boards, including the Human Resource Management Assoc. of Western New England, Junior Achievement of Western Massachusetts, Internhere.com, the Hartford-Springfield Economic Partnership, United Way of Pioneer Valley, the Affiliated Chambers of Commerce of Greater Springfield, and the World Affairs Council. Also named to the board are Jennifer Brown, Jonencia Wood, and Natallia Furjan-Collins. Brown has more than 16 years of experience within the staffing industry and currently is assistant vice president of operations for United Personnel, supervising candidate recruitment, client relations, staffing support, and quality assurance. Prior to joining United Personnel, she was the managing director at Staffing Now. She is a member of the Human Resource Management Assoc. and the human resource roundtable with the Employers Assoc. of the NorthEast. Wood is senior director of programs for the alumnae association of Mount Holyoke College and has more than 10 years of experience focusing on the professional development and advancement of underrepresented individuals. Prior to joining Mount Holyoke, she served as a diversity specialist for Baystate Health and community action and communications coordinator for the Youth Empowerment Adolescent Health Network. Furjan-Collins is the human resources leader for MassLive. She brings with her an innovative and modern approach to employee relations in the digital environment. Prior to joining MassLive, her career spanned several years in human-resource management in her native Canada, including speaking publicly on topics such as workplace harassment and bullying. She is currently a community business partner in the sophomore business cohort program at Western New England University.

Education Sections
Springfield College Enhances Its Image with New Logo, Branding

SpringfieldCollegeMasterLogo0515Springfield College’s basic role hasn’t changed since the institution was established in 1885.
“Our mission has always been to educate young people in mind, body, and spirit for leadership in service to others,” said Stephen Roulier, the school’s executive director of Marketing and Communications, adding that this includes engaging in community service while enrolled at the school.
Indeed, the percentage of students who volunteer time and energy to a wide variety of local and national nonprofit organizations is a hallmark of the college that sets it apart from its competitors.
“Market research that was done by the branding and marketing agency Ologie a year ago showed that this is the tie that binds us,” Roulier told BusinessWest. The research, conducted in conjunction with the college, included roundtables, online surveys, and phone interviews with faculty, staff members, students, graduates, prospective students and their parents, and local business partners.
That research helped officials at the school conclude that this ‘tie’ is not effectively communicated in the college’s marketing and branding efforts, a shortcoming that might have historically hindered efforts to attract students with similar mindsets.
The school’s official seal has doubled as a logo and been used on everything from stationary to paychecks to promotional materials. But components on it, such as the lamp of knowledge, are used by other schools.
In addition, many people view Springfield College primarily as a place to get a sports-related education, due to its renowned reputation in that area, which means that many students interested in fields such as business or psychology may not consider it.
The combination of these factors led Roulier, who previously helped Western New England College rebrand itself as it became a university, to approach President Mary-Beth Cooper with the idea of creating an official logo and consistent branding message.
“I told her we needed to put out the right message so we could become more recognizable and broaden our recruitment reach,” he recalled. She was in agreement, and the work that has been done to develop new branding included the recent study by Ologie.
Since that time, a new logo has been created — a simple inverted triangle, without the words and outer circle that are part of the seal. “We retained the image as it speaks to balance in mind, spirit, and body,” Roulier said.
For this issue and its focus on education, BusinessWest takes an in-depth look at this rebranding effort and what it might mean for this venerable institution.

Altruism in Action
The college’s new branding will focus in part on the volunteer work done by students, who learn to live balanced lives long before they graduate.
“We want each department to showcase their strengths, but also align them with our greater mission,” Roulier said. “We’re all about teamwork, which is very important to the Springfield College student or graduate.”
He told BusinessWest that a large number of students participate in the college’s Humanics in Action Day, held each year during the fall semester. Classes are cancelled, and students sign up to volunteer at a wide variety of nonprofits. “It’s not mandatory, but close to 100% participate,” Roulier said, “and it’s a great experience for everyone because they work alongside staff members and coaches.”
Last year, noted Shannon Langone, program director for Americorps, students and staff worked on more than 100 projects during the day, which included reading to schoolchildren, removing graffiti from buildings, and cleaning the yards of more than 60 elderly residents as well as a number of vacant lots.
“What’s great about this is that the students are working with the community and its diverse population, and by utilizing their skills, they are much more prepared to go out in the world, get a job, and contribute to their neighborhood,” Langone said.

Steve Roulier

Steve Roulier says the new logo and unified branding message reflect Springfield College’s mission.

Last year, 49% of freshmen in undeclared majors chose to register for “First Year Seminar,” a one-credit, half-semester course in which they learn about the importance of community service while they decide what their focus of study will be. During the class, they visit a nonprofit with their professor, gain knowledge about it, and then engage in a service project.
Spring break is another time when students are given the opportunity to work with charitable groups such as Habitat for Humanity or the college’s Americorps program. “Some return year after year,” Roulier said. In addition, many academic departments incorporate experiential learning into the curriculum beginning in freshman year.
Langone said Springfield College boasts more than 3,000 students who perform some type of community service every year, which accounts for more than 97,000 hours of unpaid time. Another 400,000 hours are donated through unpaid internships and field hours.
As strong as this track record is, and as much as it is synonymous with the school, it is not accurately reflected in the college’s look and marketing efforts.
“There is a misconception about Springfield College. Some people believe if you are not interested in sports, you would not fit in here socially or academically. We are well-known for our physical education programs, but our struggle has been to let prospective students and parents know that we offer a wide variety of majors,” Roulier said, adding that, in addition to its main campus, the school has nine satellite campuses across the country. In the past, they offered only majors in human services, but beginning July 1, the program offerings will be expanded.
Meanwhile, he noted that past marketing efforts have used mixed messaging to promote the college.
“Some recruiters have touted Springfield as the birthplace of basketball or used that as a tagline,” Roulier said, citing an example. “But the study showed that students and staff members who come here really care about humanity, which identifies more about who we are than the majors we offer. I was really amazed when I took this job to find that students really live the mission; they not only know it, but live and breathe it.”
Roulier believes the school’s new look will convey that message and is hopeful that it will resonate in the same way that other corporate images do.
“Some people claim they smell french fries when they see the Golden Arches,” he explained, “and the Apple symbol is associated with high-quality technology.”

Brand New
Roulier expects it will take a year to create a consistent, unified branding message, which includes redesigning the college website to reflect it.
“But it will help admissions counselors recruit new students. In the past, they used different methods to promote the college, but now, everyone will be on the same page, although different departments will take different approaches,” he told BusinessWest.
Overall, the process of rebranding the school appropriately has been an eye-opening process. “We needed to discover what really makes our institution unique,” he noted.
The school’s leaders have done exactly that, and their hope is to become known, as Roulier said, as “a college community that cares deeply about its humanics philosophy: the importance of mind, body, and spirit and service to others.”

Daily News

BOSTON — Department of Conservation and Recreation (DCR) Commissioner Carol Sanchez announced that $65,542 has been made available in the 2015 Volunteer Fire Assistance (VFA) grant funding program for eligible towns. Funding for this program, which is provided by the U.S. Department of Agriculture’s Forest Service, is administered by DCR’s Bureau of Forest Fire Control and Forestry.

“The Volunteer Fire Assistance grants are an extremely important funding tool to assist qualifying local fire departments that might not have the means to pay for vital equipment and training needed to combat wildland fires within their borders,” Sanchez said. “The recent outbreak of brushfires across the Commonwealth only reinforces the value of the VFA grants.”

VFA grants are available to nonprofit rural call or volunteer fire departments that provide service primarily to a community or city with a population of 10,000 or fewer. Fire departments must be comprised of at least 80% call or volunteer firefighters, must be recognized as a fire department under state law, and must be compliant with the National Incident Management System.

Applications with eligibility guidelines were mailed recently to the Commonwealth’s forest wardens in all eligible communities. The completed application must be received by June 12 by Program Coordinator Roxanne Savoie, DCR Bureau of Forest Fire Control, Hampton Ponds State Park, 1048 North Road, Westfield, MA 01085. For questions regarding the application process, call (413) 538-9092, ext. 400.

DCR, an agency of the Executive Office of Energy and Environmental Affairs, oversees 450,000 acres of parks and forests, beaches, bike trails, watersheds, dams, and parkways. The agency’s mission is to protect, promote, and enhance the state’s natural, cultural, and recreational resources. To learn more about DCR, visit www.mass.gov/dcr, or e-mail [email protected].

Departments People on the Move

Leykia Brill has been named to the newly created post of assistant provost for diversity at UMass Amherst, effective May 6. Brill will play a leadership role in the university’s ongoing efforts to make the undergraduate student body more diverse and to help foster an inclusive campus community that attracts and supports diversity in many forms. Currently, she works at Amherst College as associate director for student activities and the Keefe Campus Center. “This appointment is an important step in our ongoing efforts to increase recruitment and retention of students from underrepresented groups,” said Chancellor Kumble Subbaswamy, who created the assistant provost position last fall. “In her outreach to underrepresented communities, Ms. Brill will play a key role in promoting our campus’ values of diversity, equity, and inclusion, and will help us fulfill our goal to create a climate where all students can thrive and excel.” As a member of the university’s Enrollment Management team, Brill will develop contacts and foster relationships with high-school and community-college personnel, communicate directly with prospective students and parents, and collaborate with the Admissions Office in off-campus recruitment efforts. She will train admissions staff on ways to best present the diversity of the university, as well as how to speak about the value of a diverse campus community and work with colleges and departments to coordinate their diversity recruitment and retention efforts with those of Enrollment Management. Brill will also help define and coordinate undergraduate recruitment efforts and marketing materials to reach underrepresented student populations. In her current post at Amherst College, Brill advises, directs, and provides leadership training to the school’s activities board, social council, student association, radio station, yearbook, and more than 100 recognized student organizations. She also oversees $100,000 in the student activities budget and its allocation for programs and student-organized events. From 2009 to 2014, Brill was a member of the admissions staff at Amherst, first as an assistant dean and then as associate dean of admissions/coordinator of diversity outreach. She was involved in developing strategies to increase the enrollment yield of underrepresented students of all backgrounds, focusing additional effort on programming for Native students. She also supervised an assistant dean of admissions, two admissions fellows, and 14 diversity interns for on-campus events, diversity programming, and outreach to community-based organizations. Her achievements included a 50% increase in American Indian applications during one admission cycle and the design of new marketing campaigns for Native student programming and general diversity programs. From 2006 to 2008, Brill was assistant director of admission at Wheaton College in Norton, where she directed the multi-cultural admissions committee and planned programming and recruitment for prospective students of color. She earned her B.A. at Wheaton and an M.S. in higher education policy at the University of Pennsylvania.
•••••

Craig Poisson

Craig Poisson

Craig Poisson has been named the Springfield College director of Athletics, President Mary-Beth Cooper announced. Poisson has more than two decades of athletics administration experience, spending the previous 19 years as a member of the Springfield College Athletics staff and professor of Physical Education. The senior associate director of athletics at Springfield College since 2007, Poisson will begin his new role on July 1. “I admire Craig’s loyalty to Springfield College and his commitment to the field of collegiate athletics,” Cooper said. “I look forward to working with Craig to maintain that standard and to lead our storied program forward as we strive to reach new goals.” Poisson has worked in varied capacities for the previous three directors of athletics at Springfield College: Edward Steitz, Edward Bilik, and outgoing director Cathie Schweitzer, who announced last fall that she would retire in June after 14 years in the position. Poisson’s administrative duties as senior associate director have focused on scheduling and event management for the college’s 26 varsity athletic programs. He has served as event manager or tournament director for numerous NCAA national championships. “I could not be more excited to take this new step as the director of Athletics at Springfield College,” said Poisson. “I would like to express my thanks to President Cooper and the search committee for providing me the opportunity to lead an athletic program with such a rich and storied history. After spending nearly 20 years as a member of the Springfield College family, I am honored to continue the tradition of academic and athletic excellence, and will keep the student-athlete experience as the driver for every decision that we make.” Prior to Springfield College, Poisson served as an athletic administrator and adjunct faculty member at Purchase College, SUNY. He earned a master’s degree in education and a doctorate in physical education from Springfield College and was awarded a bachelor’s degree in elementary and secondary physical education from Southern Connecticut State University.
•••••
Jennifer Brown, Assistant Vice President of Operations at United Personnel, has been elected to the board of directors at Dress for Success Western Massachusetts. Dress for Success is an organization that strives to improve the lives of economically underprivileged women. As a board member, Brown will support Dress for Success’s mission of promoting the economic independence of disadvantaged women by providing professional attire, a network of support, and the career-development tools to help women thrive in work and in life. Brown has worked in the staffing industry for 16 years and brings a strong understanding of how individuals can succeed professionally to her work with Dress for Success. She noted, “I am so excited to bring my experience in staffing to help women successfully bridge into a career and chapter in their lives.”
•••••
Springfield College Psychology Professors Judy Van Raalte, Al Petitpas, and Britt Brewer are the recipients of a $10,000 one-year NCAA Innovations in Research and Practice Grant focused on student-athlete career development. Research has shown that student-athletes lag behind their non-athlete peers in regard to career readiness, often failing to recognize how sport-related skills can aid in career preparation. The professors will use the grant funds to refine an evidence-based career-development pilot program designed specifically for college student-athletes. A controlled field trial will be conducted to test the pilot program’s effectiveness. The program is expected to help student-athletes understand how qualities acquired in sport pertain to the workplace, enhancing their career readiness. “Student-athletes develop a number of skills, such as leadership, communication, teamwork, time management, and self-motivation, all of which are highly valued in the workplace,” said Van Raalte. “Our project will help student-athletes to identify skills they have learned through sport and understand how such assets can transfer to the world of work.” Prior research has shown that student-athletes have limited access to campus resources like career centers due to academic and athletic obligations. To complement on-campus career-planning resources, Van Raalte and her colleagues have created the website supportforsport.org to host the content they will create for student-athletes. “Providing web-based psychoeducational materials that are available for program use by a range of campus professionals who work with student-athletes may offer solutions to some of the limitations of career center-focused approaches,” said Van Raalte. “This is exciting research that can directly benefit student-athletes. I am thankful that the NCAA selected our project for funding, and my colleagues and I are thrilled to get started on this project.”

Company Notebook Departments

Springfield Falcons, Arizona Coyotes Announce Affiliation
SPRINGFIELD — The Arizona Coyotes of the National Hockey League and the Springfield Falcons will enter into a multi-year affiliation agreement beginning in the 2015-16 season, Coyotes General Manager Don Maloney and Falcons President Sarah Pompea jointly announced last week. Under this affiliation agreement, the Coyotes will move their American Hockey League prospects, along with coaching and training staff, from Portland, Maine to Springfield. The Falcons and Columbus Blue Jackets have mutually agreed to terminate the final year of their affiliation agreement upon completion of the 2014-15 season. “We are very pleased to partner with the Springfield Falcons,” said Maloney. “Springfield is one of the best hockey markets in the AHL and a great environment to develop our top prospects; we’re looking forward to a great relationship with the Falcons.” Said Pompea, “we are looking forward to starting this partnership with the Arizona Coyotes.”

Columbia Gas Files Rate-hike Request
WESTBOROUGH — Columbia Gas of Massachusetts, a subsidiary of NiSource Inc., filed a petition with the Mass. Department of Public Utilities (DPU) to increase annual revenues by $49.3 million, representing a 9.86% increase in total operating revenues. The filing marks the beginning of the public process of rate setting for a utility, as required by the DPU. Evidentiary hearings on the filing will be held within the next several months. If approved by the DPU, the change would impact the annual gas bill for a typical residential heating customer by an average of $8.50 per month, or 7.5%, beginning March 1, 2016. The requested increase is necessary, said company officials, due to Columbia Gas of Massachusetts’ “intensive multi-year transformative actions to continuously improve its standards and practices in order to continue to provide natural-gas service to customers in a safe, reliable, and cost-effective basis.” The DPU decision is expected by February 29, 2016, with rates taking effect March 1, 2016.

Grant to Enhance Latino Studies at HCC
HOLYOKE — Holyoke Community College has been awarded a grant from the National Endowment for the Humanities (NEH) that will enable the college to incorporate Latino studies material into humanities classes, a step faculty and administrators hope will lay the foundation for a full-fledged Latino Studies program at HCC. The $120,000 Bridging Cultures at Community Colleges grant was the largest awarded this year by the NEH to any college or university in Massachusetts, putting HCC on a prestigious list of recipients that also included Mount Holyoke College, Northeastern University, UMass, Amherst College, and Brandeis University.
“Incorporating a Latino-studies perspective into a range of humanities courses will certainly serve the college’s sizable — and growing — Latino student population,” said Matt Reed, vice president of Academic Affairs, in support of the grant. “Students and faculty at large will also benefit from increased understanding, awareness, and appreciation of cultures that play such a significant role in our home community.” From 2009 to 2014, the number of Hispanic/Latino students at HCC rose from 1,477 to 1,879, a 27% increase. During the same period, Latino enrollment grew from 16% to 21% of the total student population. Nearly half, 48.4%, of Holyoke’s population identifies as Hispanic or Latino, according to the grant proposal.

BCC to Combine Pittsfield Locations
PITTSFIELD — Berkshire Community College (BCC) announced that the institution will consolidate its downtown Pittsfield facilities beginning July 1. In an effort to streamline efficiencies, BCC will shift its operations from the Intermodal Transportation Center (ITC) to the Silvio O. Conte Federal Building when its agreement expires on June 30. In 2008, BCC and Massachusetts College of Liberal Arts (MCLA) embarked on a unique initiative that involved utilizing available space at the ITC to allow students to access classes in downtown Pittsfield at the public-transportation hub. The effort was achieved with the assistance of former Congressman John Olver, the Berkshire Regional Transit Authority, and the city of Pittsfield. BCC and MCLA expanded their downtown presence at the Silvio O. Conte Federal Building in 2011. Dubbed the Education Center at Conte, the location provides convenient access to public transportation. “As part of BCC and MCLA’s commitment to downtown Pittsfield, we will focus our efforts on one convenient location where we can provide high-quality educational services to our students,” said Vice President for Community Education & Workforce Development William Mulholland. 

Springfield College Announces Enhanced Brand Strategy
SPRINGFIELD — Springfield College revealed a new brand and visual identity system designed to showcase its rich heritage, varied academic offerings, and commitment to community service. Created to help present a unified message and look, the system includes a new logo and messaging that is built on the foundation of the college’s mission. “The affirmation of our core values of educating students in spirit, mind, and body for leadership in service to others is more relevant today and more needed in today’s society than it was when we opened our doors in 1885,” said Springfield College President Mary-Beth Cooper. “The triangle in our new logo will remind us of what matters to this community.” The college partnered with the national branding agency Ologie for the comprehensive market-research study, which began in late 2013. The end result clarified the institution’s core values and crafted a unique and compelling message that the entire college community may use moving forward. One of the key insights that emerged from the process was the college’s focus on service to others. “It is the tie that binds together all of the Springfield College programs and departments,” said Cooper. A new college logo, which includes the words ‘Springfield College’ and an inverted triangle, exemplifies the college’s Humanics philosophy, which recognizes that an individual’s emotional, intellectual, and physical lives are interconnected. The inverted equilateral triangle utilized in the new logo dates back to former Springfield College faculty member Luther H. Gulick, a pioneer in physical education and recreation in the U.S., who first introduced the symbol to the college in 1891. “With such a vast and interesting history, the college must bring all of its stories together into a cohesive brand message that authentically expresses the identity of everyone and every program at Springfield College,” said Executive Director for Marketing and Communications Stephen Roulier. The new logo and messaging will appear in enrollment marketing and advertising. An expanded and redesigned website will launch at a later date.

Children’s Hospitals Announce Partnership in Pediatric Neurosurgery
SPRINGFIELD — Baystate Children’s Hospital and Connecticut Children’s Medical Center are furthering their clinical collaboration with a new partnership in pediatric neurosurgery. Dr. Jonathan Martin, a board-certified pediatric neurosurgeon employed by Connecticut Children’s, will see patients in Springfield at Baystate Children’s Hospital. Patients who require evaluation for brain- and nervous-system-related surgical care can now receive these services at Baystate Children’s Hospital as well as Connecticut Children’s Medical Center. The new partnership in pediatric neurosurgery advances a clinical collaboration that the two organizations announced last October, aimed at increasing the availability, sophistication, and coordination of pediatric services throughout the Connecticut River Valley. “We’re thrilled to announce that our collaboration is moving forward to provide sophisticated neurosurgical care for kids here in Western Mass.,” said Dr/ Charlotte Boney, chair of Pediatrics at Baystate Children’s Hospital. “This is the first time such services will be available in our community, and it’s another step forward in our efforts to provide the best in healthcare right here in the Pioneer Valley.” Added Dr. Fernando Ferrer, chief physician executive at Connecticut Children’s, “our main goal, in exploring a closer relationship with Baystate Children’s, has been to increase the availability of high-level, high-quality, and well-coordinated pediatric services to the Hartford and Springfield communities. Sharing clinical resources helps us achieve that goal and deliver greater value to our patients in the care we provide. We’re proud to be extending the reach of advanced neurosurgical care to the Pioneer Valley with Dr. Martin.” Connecticut Children’s is a clinical affiliate of the UConn School of Medicine; Baystate Children’s is part of the western campus of the Tufts University School of Medicine. Both facilities are Children’s Miracle Network Hospitals, and both have been recognized by U.S. News and World Report among the top U.S. children’s hospitals.

Vann Group, ROCG Announce Affiliation
SPRINGFIELD — The Vann Group, providers of strategic consulting and transactional advisory services, announced its recently formed affiliation with ROCG Americas, the leading business exit- and transition-planning specialist in North America. The first-of-its-kind affiliation will be mutually beneficial. It will provide the Vann Group with access to the extensive proprietary planning resources and expertise that ROCG has developed over the past 10 years, while ROCG continues to build its capabilities with the addition of Kevin and Michael Vann, a father-and-son team with a diverse set of skills and business experience. “As business transition specialists, we do much more than guide owners through the exit from their business,” said Ronen Shefer, CEO of ROCG. “We are unique because we focus on helping business owners achieve both their personal as well as their business goals, and the earlier we get involved, the chances of actually gaining a better quality of life and increasing business value improve tremendously. Ultimately, we help owners view and run their companies as investors would.” Michael Vann, CEO of the Vann Group, sees the affiliation as a great opportunity. “The ROCG team are the leaders in the succession/transition planning field; no one comes close. Their team has a tremendous amount of real-world experience, and they have developed an approach to planning that can’t be matched. Joining ROCG is a great opportunity for us to grow our planning practice and provide more value to our clients, because we’ll be able to access ROCG’s intellectual property and network of experienced transition specialists.”

Daily News

HOLYOKE — On May 7, the Advertising Club of Western Massachusetts will unveil its new Creative Awards show, formerly known as the ADDYs, recognizing the creative work of advertising agencies and marketing departments throughout the region.

The club recently ended its affiliation with the American Advertising Federation (AAF) in favor of a show focused on the work of the local creative economy. The revamped Creative Awards show will be held at Open Square in Holyoke, a nod to the city’s recent commitment to a creative economy. Entries for the inaugural Creative Awards show comprised a variety of media, including photography, print work, video production, and more. The creative industry in Western Mass. and Northern Conn. responded positively to this year’s overhaul with more than 100 submitted entries.

“Seeing the entries submitted for this year’s show was a reminder of how deep the pool of talent is in our region,” said David Cecchi, club president and historian. “The Creative Awards will be a great opportunity for the local creative and business communities to celebrate the excellent work being done locally in advertising, design, and communications.”

Cecchi also noted the commitment of the club to serve as a connector between the business community and the marketing and communications communities in Western Mass. “The show will be a great opportunity for local business to get exposed to the creative resources available to them in the area — and meet the people doing great work.”

This year’s Creative Awards judges are Jeff Patch, partner and executive director of RDW Group; Maureen Gawron, creative services manager and associate creative director at the TJX Companies Inc.; and Amy Graver, principal and creative director at Elements, a creative-communications agency. “Really nice pieces in this year’s show,” noted Graver. “There is also a lot of diversity in the type of work being submitted.”

With a view to breathing new life into the awards show and re-engage the local creative community, Creative Awards co-chairs Lynn Saunders and Scott Whitney, both of Six-Point Creative Works, have rebuilt the program from the ground up. “We really started from scratch in terms of determining categories, submission process, and the format of the show,” said Whitney. “It’s certainly been a daunting task, but we’ve already had a lot of support from our colleagues in the industry who appreciate that the Ad Club is focusing on the work of local creatives.”

Daily News

Springfield College LogoSPRINGFIELD — Springfield College revealed a new brand and visual identity system designed to showcase its rich heritage, varied academic offerings, and commitment to community service. Created to help present a unified message and look, the system includes a new logo and messaging that is built on the foundation of the college’s mission. “The affirmation of our core values of educating students in spirit, mind, and body for leadership in service to others is more relevant today and more needed in today’s society than it was when we opened our doors in 1885,” said Springfield College president Mary-Beth Cooper. “The triangle in our new logo will remind us of what matters to this community.” The college partnered with the national branding agency, Ologie, for the comprehensive market research study, which began in late 2013. The end result clarified the institution’s core values and crafted a unique and compelling message that the entire college community may use moving forward. One of the key insights that emerged from the process was the college’s focus on service to others. “It is the tie that binds together all of the Springfield College programs and departments,” said Cooper. A new college logo, which includes the words ‘Springfield College’ and an inverted triangle, exemplifies the college’s Humanics philosophy, which recognizes that an individual’s emotional, intellectual, and physical lives are interconnected. The inverted equilateral triangle utilized in the new logo dates back to former Springfield College faculty member Luther H. Gulick, a pioneer in physical education and recreation in the United States, who first introduced the symbol to the college in 1891. “With such a vast and interesting history, the college must bring all of its stories together into a cohesive brand message that authentically expresses the identity of everyone and every program at Springfield College,” said Springfield College Executive Director for Marketing and Communications Stephen Roulier. The new logo and messaging will appear in enrollment marketing and advertising. An expanded and redesigned website will launch at a later date.

Daily News

AMHERST — Leykia D. Brill has been named to the newly created post of assistant provost for diversity at the UMass Amherst, effective May 6. Brill will play a leadership role in the university’s ongoing efforts to make the undergraduate student body more diverse and to help foster an inclusive campus community that attracts and supports diversity in many forms. Currently, she works at Amherst College as associate director for student activities and the Keefe Campus Center. “This appointment is an important step in our ongoing efforts to increase recruitment and retention of students from underrepresented groups,” said Chancellor Kumble R. Subbaswamy, who created the assistant provost position last fall. “In her outreach to under-represented communities, Ms. Brill will play a key role in promoting our campus’ values of diversity, equity and inclusion, and will help us fulfill our goal to create a climate where all students can thrive and excel.” As a member of the university’s Enrollment Management team, Brill will develop contacts and foster relationships with high school and community college personnel, communicate directly with prospective students and parents and collaborate with the Admissions Office in off-campus recruitment efforts. She will train admissions staff on ways to best present the diversity of the university, as well as how to speak about the value of a diverse campus community and work with colleges and departments to coordinate their diversity recruitment and retention efforts with those of Enrollment Management.

Brill will also help define and coordinate undergraduate recruitment efforts and marketing materials to reach underrepresented student populations. In her current post at Amherst College, Brill advises, directs and provides leadership training to the school’s activities board, social council, student association, radio station, yearbook and more than 100 recognized student organizations. She also oversees $100,000 in the student activities budget and its allocation for programs and student-organized events. From 2009-14, Brill was a member of the admission staff at Amherst, first as an assistant dean and then as associate dean of admission/coordinator of diversity outreach.

She was involved in developing strategies to increase the enrollment yield of underrepresented students of all backgrounds, focusing additional effort on programming for Native students. She also supervised an assistant dean of admission, two admission fellows and 14 diversity interns for on-campus events, diversity programming and outreach to community-based organizations. Her achievements included a 50% increase in American Indian applications during one admission cycle and the design of new marketing campaigns for Native student programming and general diversity programs. From 2006-08, Brill was assistant director of admission at Wheaton College in Norton, where she directed the multicultural admissions committee and planned programming and recruitment for prospective students of color. Brill earned her B.A. at Wheaton College and an M.S. in higher education policy at the University of Pennsylvania.

40 Under 40 The Class of 2015
Chief Financial Officer, Springfield Public Schools; Age 32

Patrick Roach

Patrick Roach

Patrick Roach wants to improve the Springfield public-school system.

“I care about the city, and want to make sure that every resource is allocated and invested appropriately so students get the services that will give them the best chance to succeed,” he told BusinessWest.

His efforts have been highly successful, and as a result of his innovative thinking and strategic fiscal management, the district was able to present a balanced budget to the School Committee for fiscal year 2014-15. That accomplishment was particularly significant because Roach had to deal with a $16.8 million budget deficit, but was able to include new initiatives to help students.

“Education is the great equalizer,” he said. “But although it puts everyone on the same footing and gives children opportunities to do well in life, a lot of our kids don’t have the same support at home that children in suburban communities get.”

He was responsible for the merger and reorganization of the accounting and finance departments, streamlining the procurement process, reducing unemployment service costs by more than $1.5 million annually, and other money-saving measures. As a result, Springfield received the prestigious Meritorious Budget Award from the Assoc. of School Business Officials International for four consecutive years, and the school department was feted with the Distinguished Budget Presentation Award from the Government Finance Officers Assoc. of the U.S. for three consecutive years.

Roach and his wife Deanna have three children — 6-year-old Patrick Jr., 5-year-old Dominic, and 2-year-old Audrey — and he considers the time and effort he puts into his job an investment that will pay off in the future, especially since his children attend Springfield Public Schools.

“I love my family, and they are behind my motivation to work hard,” he said.

Roach is the volunteer classified personnel training program coordinator for the Mass. Assoc. of School Business Officials, a board member of the Springfield Parking Authority, and a former board member of SABIS International Charter School.

“Parking has to do with economic development and improving the infrastructure so it looks new and helps people feel safe,” he said in reference to that important assignment.

“I put a lot into my job and work nights and weekends,” he added. “And although I never pictured myself in government, I really enjoy this. I care about public service, this city, and its schools.”

— Kathleen Mitchell

Photo by Denise Smith Photography

40 Under 40 The Class of 2015
Owner and Executive Director, InspireWorks Enrichment Inc.; Age 32

Jim Angelos

Jim Angelos

Remembering the learning opportunities he had as a kid, Jim Angelos worried that today’s students are missing out. So he decided to do something about it.

Armed with a degree in business and sports management from Elms College, Angelos launched InspireWorks Enrichment in 2007, partnering with local school districts and municipal park and recreation departments to offer after-school programs and summer camps.

“I had opportunities when I was younger, and I wanted to make sure kids today have something — especially with specialty subjects like music and art being cut out of school budgets,” he explained. “Unfortunately, right now, in a lot of school systems, teachers have to teach to a test, and they’re cutting out other programs. School systems see us as a way to enhance the curriculum.”

Starting with Agawam, then Longmeadow, with plans to expand into other communities, InspireWorks’ after-school offerings focus on a broad area of learning, such as science, engineering, or painting.

These curriculum-based enrichment programs, aimed at students from kindergarten through grade 8, aim to balance education and entertainment, Angelos noted. “The goal when designing classes was to disguise the learning; the kids just see it as a fun program.”

But it’s fun with a purpose, because the programs attract students with a predilection for a certain subject and enhance what they receive in school. “The after-school programs allow us to go in depth around certain subjects. For example, if they sign up for our science classes, they may already have an interest in that area, and we go into things like rocketry, physical and chemical reactions, dry-ice demonstrations, things along those lines.”

Meanwhile, the summer programs in Agawam and Chicopee (so far), like the after-school programs, strive to go beyond what kids might get at other camps, with activities ranging from swimming, archery, and sports to cooking, science, engineering, and fine arts.

“We’ve been fortunate to get a lot of positive feedback from our parents,” he told BusinessWest, adding that he’s also struck up a partnership with the Connecticut National Guard to offer programs for children of parents serving overseas.

With a full-time staff of about 30 people, InspireWorks served more than 2,500 students last year, and also maintains a camper leadership training program to help young adults develop leadership skills and job experience — starting the circle all over again.

It all comes back to what Angelos finds most gratifying about his company. “It gets kids excited about learning.”

— Joseph Bednar

Photo by Denise Smith Photography

Education Sections
MassMutual Partners with Smith, Mount Holyoke to Advance Data Science

WomanDataAnalystsDPartGareth Ross says a pipeline of data scientists, or people who possess skills related to the emerging field, is critical to the future of every company. But he also knows it’s difficult to find, attract, and retain qualified job candidates.

“It’s a very, very specialized area. The analytics involved are very complex and require a doctorate in statistics, computer science, or both,” said Ross, MassMutual’s senior vice president of Data Analytics and Target Markets.

Indeed, studies show there are not enough qualified individuals to analyze, interpret, explain, and make use of the enormous amounts of data spawned by modern technology, which range from the online behavior of Facebook users to outcomes of medical procedures, to the purchasing habits of shoppers. The information has merit because it can be used to increase sales, save money, and anticipate the products and services that consumers need, want, and are likely to buy.

“About two years ago, MassMutual hired four data scientists from Boston to determine whether they would be useful,” said Ross. “And within six months, it became absolutely clear just how valuable they were.”

However, when the company began to seek more people proficient in the field, it quickly became evident that it was extremely difficult to compete with Internet giants such as Google that were scooping them up and paying them six-figure salaries. After thinking about the problem, MassMutual officials realized that the machine learning, statistics, and computer science programs at UMass are among the top 10 in the nation, and the Five Colleges are renowned for their education, so they made the decision to resolve the quandary by hiring seven graduates with bachelor’s degrees related to data science and put them in a special training program.

“We told them, if they came to work for us, we would pay them to become data scientists over a period of three years,” Ross told BusinessWest. “It is a different path than students would normally take to get a master’s or doctorate degree, but we are sending them to classes and supplementing their skills with projects here. They are incredibly bright, and we have paired them with our data scientists and built an office for them in Amherst.”

The program is so innovative that it has attracted national attention, and students from as far away as California have expressed interest in it. However, Ross said the female graduates from Mount Holyoke and Smith have done exceptionally well, and since the data science field is male-dominated, MassMutual decided to form a partnership with the two women’s colleges and create a pilot program that will begin in the fall to help more women become versed in statistics and other data-science-related disciplines.

To that end, the company has allocated $2 million that will be given to the colleges over a four-year period. It will be used to pay for five new, non-tenure track positions and will also help support the development of classes associated with data science. Smith will get two new professors, and Mount Holyoke will hire three, but students can take classes from any of them as part of the five-college exchange program.

“We believe strongly in promoting women in science and engineering. There are not enough of them in these fields, and this program will increase the pipeline of students available to us and give us a way to tap into the talent at these two schools, which are among the best in the country,” Ross said, adding that the new professors will also provide week-long training modules during the summer for students already in the MassMutual program, which include a second group hired several weeks ago.

From left, Martha Hootes, Sonya Stephens, and Amber Douglas

From left, Martha Hootes, Sonya Stephens, and Amber Douglas say 23 faculty members at Mount Holyoke College have been working to create a program that will allow more students to gain knowledge in data science.

Ross said the company is building algorithmic procedures to help underwriters determine what products their clients should purchase, based on information that includes their health and family histories, which is collected whenever a policy is sold.

“There is an enormous push to enhance profits with computer-generated recommendations,” Ross told BusinessWest, noting that their data scientists assign scores to the leads the company purchases, with the goal of determining who is most likely to buy life insurance, an annuity, a 401(k) product, or a long-term-care or disability policy. “We hope to build models that will predict what the customer will need next, and data gives us an efficient way to know our customers deeply in the same way that Google does.”

Numbers Game

These goals are in line with demand across the nation for data-science specialists. In fact, a recent report from the McKinsey Global Institute reveals that the U.S. needs to increase the number of graduates with skills to handle large amounts of data by as much as 60%, and predicts there will be close to 500,000 new jobs associated with the field in the next five years and a shortage of up to 190,000 qualified data scientists, along with a need for 1.5 million executives and support staff with an understanding of data.

The report adds that the use of big data will become a key basis for business growth, and companies will begin leveraging data-driven strategies to innovate and compete as they capture real-time information.

Those numbers — and those sentiments — underscore the importance of MassMutual’s initiative with the two women’s colleges.

Ben Baumer, a visiting assistant professor and director of the program of Statistical and Data Sciences at Smith College, is enthusiastic about the initiative.

“It’s a huge win for us because our goals are perfectly aligned,” he said. “Five years ago, we weren’t talking about this, but today virtually every industry or company is probably collecting data about something or believe it will be useful to them.

“But the problem they face is finding someone to analyze it,” he went on. “They must be rooted in statistics, be a good programmer, and be able to link data of different styles and sizes. Just creating an informative graphic can be enough to make a difference if it can be easily digested.”

He explained that the term ‘big data’ refers to the problems people have when the volume of data they have is too large to manage, and that, unlike information collected in a clinical medical trial, almost all of it is observational and obtained from places ranging from cash registers to web server logs.

Students are recognizing the importance of the subject, however, and Smith College has created a minor in applied statistics that is overseen by its department of Statistical and Data Sciences. “Enrollment in statistics and data-science classes has doubled over the last decade,” said Baumer. “It’s a national trend, and although the tech industry is a male-dominated field, we have an opportunity to change that. It’s the right time to do it, and the job market is exceptionally strong.”

Charles Staelin agreed, and said data scientists must be well-versed in math and statistics as well as computer science.

Gareth Ross says MassMutual wants to create a pipeline of female college graduates

Gareth Ross says MassMutual wants to create a pipeline of female college graduates well-versed in the field of data science.

“The tech industry is desperate to find people with these skills and is gobbling them up,” the Smith College professor of Economics told BusinessWest. “The demand for these courses has grown tremendously, and we are seeing students enroll in classes from six different departments. All of these courses are overenrolled because students realize they need to have some familiarity with statistics, as it’s a skill they will need in the workplace.”

Smith had already begun to focus on adding courses before MassMutual approached the institution, but funding that will pay professors’ salaries will make a significant difference. “It will help us to get this off the ground more quickly than we could have otherwise,” Staelin said.

Amber Douglas, associate professor of Psychology and Education at Mount Holyoke College, said the school is vested in the same goal, and the merger between statistics and computer science is helpful to professors as well as students.

“We have 23 faculty members from different backgrounds who have been collaborating to develop a curriculum across a variety of disciplines, and as we speak, data is being analyzed across genres in different time periods,” she said. “So, even if students aren’t going into data science, they need to take an introductory course in the subject so they can take part in conversations and consider the ethical implications of using it in the workplace.”

She noted that Mount Holyoke had been moving in a parallel direction with MassMutual before they collaborated to pilot the program. “Data science is the fastest-growing industry, and although some larger universities have undergraduate programs, they tend to be focused without the breadth that only liberal-arts colleges can bring to it,” she said.

Mount Holyoke hopes to create a minor and standalone major in data science, and has two pending proposals to establish internships through its Nexus Curriculum to Career Program.

Sonya Stephens, Mount Holyoke’s vice president for Academic Affairs and dean of faculty, agrees that learning about data science at a liberal-arts college yields myriad benefits.

“One of the things we do well is create flexible thinkers who can work collaboratively. That’s important, as data science involves a lot of collaboration because statistics, economics, computer-science skills, and communication skills are involved,” she said.

“We want to increase the number of women prepared to use this science, as everything we do is data-driven due to the increasing amounts of information becoming available,” Stephens added. “It is a critical skill in almost every domain and is about collaboration, creativity, and analytic ability.”

She added that the college has been extraordinarily successful in producing women scientists in a variety of fields.

“We’re thrilled to be working with MassMutual, because we have a similar agenda,” Stephens noted. “We want to advance understanding of the field and empower faculty to do their best with it, and we see this as an opportunity to work with not only a local firm, but one that has a national presence that will further our goals.”

Bright Futures

Since colleges and universities can’t turn out data scientists fast enough, creating a local pipeline of women in the field is a sure pathway to success.

Ross says MassMutual will use graduates to create ways to inspire people to purchase insurance products they need.

“Everyone wants to retire, be secure, and make good financial decisions, but 50% of Americans are underinsured, and 30% have no retirement. So, data science will help us to know our customers well enough to custom-tailor recommendations for them,” he said. “We want to drive people to take action, and having access to incredible pools of talent will help us make real progress. Our focus is to get the best scientists we can working for us.”

As the two women’s colleges and UMass continue to move forward on a parallel track with MassMutual, the hope is that graduates in this emerging field will help not only the financial services giant, but all companies in Western Mass. thrive in a world increasingly driven by technology.

Health Care Sections
Government Likely to Reverse Recommendations About Cholesterol

Richard Wood

Richard Wood says nutrition is a very individual matter, and the relationship between cholesterol and heart health is a complicated one.

For more than 50 years, the federal government has warned people that eating foods high in cholesterol could raise their cholesterol levels and lead to heart disease.

But that warning, which led many consumers to drop eggs from their diet and caused a 30% reduction in consumption, is likely to be retracted by the end of the year.

A preliminary report issued in December by the Dietary Guidelines Advisory Committee, stating that “cholesterol is not considered a nutrient of concern for overconsumption,” is expected to be reflected in the 2015 Dietary Guidelines that will be issued by the Agriculture and Health and Human Services departments in the coming months. However, warnings about high levels of LDL or ‘bad’ cholesterol in the blood, which have been linked to heart disease, will not be reversed.

Still, dieticians say the government is finally catching up to what research has shown for decades: that foods high in cholesterol do not have a direct correlation to heart disease, and the cause of high cholesterol is indeed a complex matter.

“People forget that the liver can make cholesterol,” said Paula Serafino-Cross, a registered dietician nutritionist at Baystate Medical Center. “I know someone who was slim and ate all the right foods and still had a heart attack. It’s a much more complex issue than we originally thought.”

Richard Wood agreed. “It’s great to see the government finally making progress, but this information is long, long overdue,” said the associate professor and director of the Center for Wellness, Education and Research at Springfield College. “Nutrition is a very individual matter. Some people can eat foods high in cholesterol with no ill effects, while the same foods cause a rise in others. But there are many, many steps between eating an egg yolk and developing atherosclerosis, or hardening of the arteries, and even though food may have a lot to do with heart health, so does exercise, smoking, stress, sleep, and the level of inflammation in the body.”

Nancy Dell told BusinessWest there is no one formula or “right” way of eating that works for everyone.

“The guidelines are finally catching up to what dieticians and health experts have known for years,” said the registered dietician, nutritionist, certified diabetes educator, and owner of Nancy Dell and Associates Nutrition Counseling.

She cited results from the Framingham Heart Study, which began in 1948 with 5,209 adult subjects from Framingham and is considered by researchers to be the gold standard, because it has continued and is now following a third generation of families. Dell said the study shows that, although LDL, or ‘bad’ cholesterol, is one of the risk factors for heart disease, other variables such as high blood pressure, obesity, smoking, and psychosocial factors play a role in the equation.

Nancy Dell

Nancy Dell says there’s no one formula or “right” way of eating that works for everyone.

“The only three foods in our diet with really high levels of cholesterol are egg yolks, shrimp, and liver, but they don’t have a great impact on the cholesterol in blood,” Dell said. “And eggs are simply not an issue. People in a Tufts University study ate six eggs every day for eight weeks, and only two people had their cholesterol levels go up,” and those very minimally.

Wood concurred. He said Springfield College has run studies in which participants ate three eggs a day for a month, and only a small percentage saw any increase in their blood cholesterol.

“If the diet-heart hypothesis was true, everyone’s cholesterol would go up,” he said. “So, in essence, the risk of eating foods with high cholesterol levels is very small.”

Experts in the field of nutrition expect the government’s new dietary guidelines to contain recommendations to eat more vegetables, fruits, and whole grains and advise people to watch their intake of sodium and, more importantly, saturated fats.

But the latter is an ingredient many people ignore.

“I often get clients who schedule an appointment because they are concerned about their cholesterol levels; they tell me they are doing well because they have stopped eating foods with a high cholesterol count and are looking at the amount of cholesterol on food labels. But it’s the wrong thing to look at,” Dell said, explaining that trans fats and partially hydrogenated oil are much more damaging to health than foods high in cholesterol, and that carbohydrates and sugar also effect cholesterol in the bloodstream.

Critical Findings

Wood said the chemical reactions that take place in the body with regard to cholesterol are complex.

“Since it’s a fat, it doesn’t dissolve in water, so the body packages it into particles of different sizes,” he said, explaining that ‘good’ HDL particles remove cholesterol from the bloodstream and carry it away, while ‘bad’ LDL particles tend to stick to the artery walls and form plaque.

“Eating an excessive amount of carbohydrates can increase LDL, decrease HDL, and increase inflammation,” he continued, explaining that, after government warnings to eliminate foods high in cholesterol were issued, people began consuming products like margarine that were created by food manufacturers to mimic the real thing.

Dell explained how products such as Crisco are made. “If you take oil and add hydrogen to it, it becomes hard. People like the semi-solid texture, and it makes crackers and chips crispier and pie crusts flakier,” she said.

However, consuming it is far from heart-healthy. Dell said when 200 women in a Harvard study ate an extra 1.6 grams, or a third of a teaspoon, of trans fat a day, their risk of heart disease increased by 500%.

She also cited the example of a client whose cholesterol level shot up without warning.

“I talked to her about what she was eating and discovered she had started using fat-free coffee creamer every day. The first ingredient in it is partially hydrogenated oil, and she was consuming three to four grams a day without realizing it. A month after the woman stopped using the creamer, her cholesterol dropped by 50 points,” said Dell, adding that products such as microwave popcorn contain trans fat.

The particles the body forms to carry cholesterol through the bloodstream come in different sizes and shapes, and new research shows that people whose LDL cholesterol particles are predominantly small and dense have at least a threefold greater risk of coronary heart disease than people with large particles. In addition, some studies suggest that determining the number of small, dense particles in the blood provides a more accurate prediction of heart disease than simply measuring total LDL cholesterol.

Blood tests can measure particle size, and special diets that cut carbohydrates and sugar, but allow people to eat foods with a high fat content, have been created for individuals with an abundance of small LDL particles.

But clinicians fear that people will make their own assumptions if and when the dietary guidelines change.

“Some people may take the new information about cholesterol as an excuse to eat anything they want,” said Serafino-Cross. “But the government recommendations are not going to change much, particularly when it comes to the need to eat more vegetables, fruits, and whole grains. The consumption of vegetables in this country has gone down.”

Dell says strategies to increase good cholesterol in the bloodstream include losing weight, adding exercise to one’s daily routine, eliminating smoking, reducing white flour and sugar, and taking the supplement CoQ 10.

In addition, research has shown specific foods can help reduce LDL. Although eating them doesn’t cause a dramatic reduction, it can make a difference over an extended period of time. “Oats can reduce LDL by 2%; a half-cup of nuts a day can lower it by 4% to 24%; 10 grams of fiber can reduce the risk of heart disease by 17%; and an ounce of pistachios daily cuts LDL by 9%,” Dell said, citing results from studies.

She added that tea (with the exception of herbal varieties), fish, and whole soy foods, such as edaname and roasted soybeans, along with nuts and foods naturally high in fiber, can also help lower cholesterol. “But it’s better to get the fiber from fruits and vegetables. It doesn’t have the same effect when it has been separated and ground into food as when it is found in nature.”

Wood says it can be helpful for people to keep a dietary log of what they eat and how they are feeling. “Adding more vegetables is fine for everyone, but people need to look at the total amount of carbohydrates and sugar they are consuming as well as their total calorie consumption and how often they prepare foods as compared to buying prepared foods.”

Personal Prognosis

Each person’s body is different, and there is no formula that guarantees equal or positive results, especially since medication, exercise, sleep, stress, and other factors enter into the heart-health equation.

“Exercise reduces inflammation, and employing stress-management techniques can be helpful,” Wood said. “But it’s complicated, and most people would really benefit from meeting with a nutritionist who can investigate their eating patterns and how they relate to their current state of health.”

Serafino-Cross concurred. “People need to examine their overall dietary patterns. But most don’t want to do the hard work, which involves looking at everything they eat and cooking from scratch, as it takes a lot of effort.”

And although some people may need to be more strict than others, Dell told BusinessWest, “ultimately, it’s about finding a balance.”

Briefcase Departments

<strong>Unemployment Rises Slightly in January
BOSTON
— The Executive Office of Labor and Workforce Development reported that the seasonally unadjusted unemployment rates for January were up in all 24 labor market areas, according to the Bureau of Labor Statistics (BLS), compared to December 2014 rates. However, compared to January 2014, over-the-year unemployment rates were down in all of the labor market areas. BLS also released job and unemployment estimates for the new geographical boundaries of the labor market areas that were redrawn based on 2010 Census area delineations. These changes allow job estimates to be published for 15 areas, and labor-force and unemployment-rate estimates to be released for 24 areas. During January 2015, both Massachusetts and the 15 local areas for which job estimates are published experienced seasonal job losses. Since January 2014, all 15 areas added jobs. The Barnstable, Lawrence, Worcester, Boston-Cambridge-Newton, Framingham, and Pittsfield areas added more jobs than over the same time period last year. In order to compare to the local unemployment rates, the statewide unadjusted unemployment rate for January was 5.6%, up 0.7% from the revised December 2014 rate. Over the year, the statewide unadjusted rate was down 1.3% from the January 2014 rate of 6.9%. The seasonally adjusted statewide January unemployment rate, released on March 10, was 5.1%, down 0.2% over the month and down 1.0% over the year. The rate was 0.6% below the national unemployment rate. The statewide seasonally adjusted jobs estimate showed a 2,600-job gain in January and an over-the-year gain of 68,000 jobs. Once a year, BLS revises and updates area job estimates, which are available back to 1990. The revised labor-force and unemployment rates go back to 2014. The labor force, unemployment rates and jobs estimates for Massachusetts and every other state are based on several different statistical methodologies specified by the U.S. Department of Labor’s Bureau of Labor Statistics. The unadjusted unemployment rates, labor force, and job estimates for the labor market areas reflect seasonal fluctuations and, therefore, may show different levels and trends than the statewide seasonally adjusted estimates.

MGM Springfield Names VP, Slates Groundbreaking
SPRINGFIELD — MGM Resorts International announced that Brian Packer has been named vice president of Development and Construction for MGM Springfield, as it makes preparations for a March 24 groundbreaking event. As part of the MGM Resorts development team, which provides oversight and construction management on all regional and international integrated-resort projects, Packer will provide executive oversight for all aspects of construction and program-management activities at MGM Springfield. He has been an owner’s representative for MGM Resorts for more than 10 years, specializing in large, complex design and construction projects. He most recently served as director of Design and Construction. While in this role, he assembled the team that helped open ARIA Resort & Casino, one of the largest private developments of its kind. “Our team designs and delivers the most distinct hospitality properties in the world,” said Michael Mathis, MGM Springfield president. “Brian is the right person to assist in developing MGM Springfield, the largest development in Springfield and one of the largest in the region’s history.” Added Packer, “I was thrilled to have been asked to come to Springfield on behalf of MGM. Our company has been abuzz about the revolutionary and integrated downtown design and what we hope to accomplish for the Western Massachusetts region. I look forward to working together with our local partners to achieve this new vision for Springfield.” The construction of MGM Springfield will offer opportunities in a wide range of property components, such as early work and off-site work for the garage, casino, hotel tower, and retail plaza. Each component will allow for various bid opportunities for local contractors, in both prime and sub roles. MGM has and will continue to advertise additional opportunities for future construction packages as they become available. Interested bidders will learn about the scope of work, how to participate in the pre-qualification process, and MGM Springfield’s policy on minority contractors, vendors, and purchasing. “As certain aspects of the construction phase become the next priority, we will roll out this meeting process to get the right people for each piece of this design,” Mathis said.

ACCGS Releases 2015 Legislative Agenda
SPRINGFIELD — The Affiliated Chamber of Commerce of Greater Springfield (ACCGS) has released its 2015 legislative agenda, addressing the major legislative issues intended to strengthen business competitiveness, lower business costs, and stimulate growth in the Greater Springfield region. The agenda touches upon key issues in the areas of tax policy, workplace ethics, healthcare, and workforce development. The ACCGS will continue to update the legislative agenda throughout the session so to stay current with the evolving nature of the region. With revenues growing at a 4.5% rate, the chamber will focus on how those revenues are prioritized and spent in the areas of Gateway Cities, infrastructure, and local aid. The chamber continues to work hard in making the region competitive when it comes to the costs of doing business, and is addressing issues in the workplace with a focus on mandated sick leave, unemployment insurance, treble damage, and non-compete legislation. Healthcare costs are a major priority in this session’s agenda and remain a point of concern for the chamber and its members. The chamber will focus its efforts on addressing the federal Affordable Care Act, mandated benefits, and insurance disbursements. With more than 6,000 pieces of legislation filed at the commencement of the session on Jan. 1, the ACCGS will be monitoring the progress of these bills to better assert its position throughout the 2015-16 legislative session.

Springfield Establishes Casino Liaison Office
SPRINGFIELD — Springfield Mayor Domenic Sarno and the Office of Planning & Economic Development have officially announced the establishment of the Casino Liaison Office. In order to meet the requirements of the Gaming Act found under Section 96 of Chapter 194 of the Acts of 2011, a host community is required to take action to help coordinate and expedite local permitting of a gaming facility. The Casino Liaison Office will act similar to a local permitting ombudsman to help coordinate and expedite local permitting of the development. The role of this office is to work with MGM Springfield and its construction-management team to resolve the myriad issues likely to occur during the construction period and to help streamline city permitting. This office will be in existence for a short time covering the period of construction and the first year of operation, with an expected span of 39 months. This office will be overseen by Kevin Kennedy, the city’s chief development officer, and will be staffed by Al Chwalek, retired director of the Department of Public Works, and attorney James Hannifan. The Casino Liaison Office will coordinate the efforts of the various city departments involved in the development and construction of the casino project and serve as an information resource for the developer and as a representative and facilitator for developer in the processing of its permitting, licensing, and regulatory approvals. “Due to the size and complexity of this multi-million-dollar project, it is imperative that the city provide a direct point of contact as we move forward with the realization of this tremendous economic-development project for the city of Springfield,” said Sarno. “Both Al and Jim have direct knowledge of the development process and will be instrumental in making sure that, when issues arise, they can be dealt with directly and in a timely manner to ensure this project stays on track.” In addition to the Casino Liaison Office staff, Sarno will also be bringing together a number of key departments as part of a casino-development team. This team will include the Office of Planning & Economic Development, Department of Public Works, Law Department, Building Department, Police Department, Fire Department, Water & Sewer Commission, and Office of Administration and Finance. As part of this team, the city will also be re-engaging the services of a number of outside casino-related consultants. These include Fuss & O’Neil, a local traffic-engineering consultant; the Chicago Consultants Studio Inc., a Chicago-based planning firm, which will review site-planning-related issues; and Taft Stettinius & Hollister LLP, formerly Shefsky & Froelich Ltd., for its expertise concerning legal matters relating to the gaming industry. The city will fund the office staff through payments received in conjunction with the host-community agreement. Outside consultants used for their expertise will be funded pursuant to the terms of the agreement, which obligate the developer to pay development process cost fees. “As we did during the casino-review process, the city wants to ensure that we have a transparent and open process and that we also have the most qualified people to help guide one of the largest development projects in the city’s history,” Kennedy said. “This team of city departments and consultants, which will also be fully available to the City Council as part of their review, will help to play a major role in the permitting process and provide much-needed input as we look forward in anticipation of the casino’s opening in 2017.”

Daily News

WESTFIELD — As part of its annual Month Celebrating Women calendar of events, Westfield State University will host British South Asian scholar Dr. Alka Kurian, who will present her lecture, “Women as Militarized Bodies: Subject or Objects?” today at 5 p.m. in Wilson Savignano Auditorium C.

For nearly 30 years, Westfield State has held events dedicated to awareness and celebration of women’s rights and issues involving women globally. What started off as a week-long celebration organized around International Women’s Day (March 8) is now a month-long tribute complete with guest speakers, concerts, and art exhibits. The month is organized by faculty and staff and the department of Diversity, Inclusion, and Student Activities, and is led by Ron’na Lytle, administrative assistant of the Ethnic and Gender Studies and World Language Studies departments.

Kurian is a lecturer at the University of Washington Bothell, where she teaches courses in film studies, literature, women’s studies, and human rights. She is the author of Narratives of Gendered Dissent in South Asian Cinemas and served as the co-director of the ninth Seattle South Asian Film Festival. She holds a Ph.D. in film and cultural studies from the University of Sunderland in the U.K.

During her lecture, Kurian will focus on women’s participation in the Liberation Tigers of Tamil Eelam (LTTE), the armed wing of the Tamil resistance movement in the post-colonial Sri Lankan civil war. She will draw a comparison between Sri Lanka women’s participation in suicide missions with several geopolitical locations in the Middle East and initiate a conversation on the transformative potential of revolutionary violence for the gendered subaltern.

The lecture was organized by Shoba Sharad Rajgopal, associate professor of Ethnic and Gender Studies, who met Kurian at the National Women’s Studies Assoc. “I hope audience members develop more of an interest in international politics through attending this lecture,” Rajgopal said. The lecture is free and open to the public. For more information, contact Lytle at (413) 572-5573.

Departments People on the Move

Meyers Brothers Kalicka, P.C. announced the following:
• Kayla Helitzer, MSA, has been hired as an Associate. Helitzer began her career at MBK as an intern before acquiring her current position. She holds a master’s degree in accounting from the Isenberg School of Management at UMass Amherst. In her free time, she participates in the Young Professional Society of Greater Springfield, volunteers at the Knesset Israel synagogue, and enjoys skiing and snowboarding;
• Joseph Vreedenburgh, MSA, has been hired as an Associate. Vreedenburgh comes to MBK with a background as a corporate accountant and experience with small to medium-sized businesses, as well as government entities. This experience provides him with a unique perspective as an auditor at the firm. He holds a bachelor’s degree in business administration from the University of Washington and a master’s degree in accounting from UMass Amherst. He is a member of Northampton Area Young Professionals and enjoys hiking and mountain biking; and
• Brandon Mitchell, MSA, CPA, has been hired as an Associate. Mitchell specializes in audits of commercial and not-for-profit entities, reviews and compilations of financial statements for small businesses and individuals, and tax-return preparations. Before joining the firm, he worked as a business manager for a locally owned business. He holds a bachelor’s degree in business management and a master’s degree in accountancy from Westfield State University and devotes much of his spare time to his alma mater’s Mentoring Program.
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Christine Phillips

Christine Phillips

PeoplesBank announced the appointment of Christine Phillips as vice president, Human Resources. In her new position, Phillips will monitor and administer the bank’s human-resources policies and recruitment plan, oversee employee relations, administer employee benefits, and serve as the bank’s EEO/AAP officer. Phillips brings more than 15 years of human-resources experience including recruiting, performance analysis, and compliance. She not only helped a variety of organizations recruit top talent, she also helped operate a successful human-resources company. A member of the AIM Human Resources Group, Phillips holds a bachelor’s degree from UMass Amherst. She is a member of the South Hadley School Committee, the PTA president of Plains School, and a board member of St. Patrick’s CYO Basketball.
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Elizabeth Hukowicz

Elizabeth Hukowicz

Elms College has appointed Elizabeth Hukowicz dean of the newly established School of Graduate and Professional Studies. Hukowicz has been the associate academic dean of the Division of Graduate Studies and Continuing Education since 2005. Under her leadership, the number, scope, and complexity of programs in her department has increased tremendously. In recognition of this growth, the division has been restructured into a school, with Hukowicz appointed as the first dean. “The new school will serve our non-traditional and adult learners, and also highlight the importance of these programs to the strength and vitality of the institution,” said Walter Breau, vice president of academic affairs. Added Hukowicz, “this restructuring will allow the school to offer a broader array of degree options and services for adult learners on and off campus. The adult learner is at the core of what we do, and we will provide increased opportunities to better serve the adult learner in and out of the classroom, wherever and however that may be. We will continue to find new and better ways to make students successful.” Elms College offers graduate-degree programs in accounting, applied theology, autism-spectrum disorders, education, healthcare leadership, management, and nursing. The college also offers certificates of advanced graduate study in autism-spectrum disorders, communication sciences and disorders, and education.
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Mike Harsh

Mike Harsh

FloDesign Sonics Inc. announced it has added Mike Harsh to its board of directors. Harsh served as vice president and chief technology officer for GE Healthcare until December 2014 and led its Global Science and Technology Organization. “The addition of Mike to our board will have a profound impact on our company,” said founder and CEO Stanley Kowalski III. “Mike has personally been involved with the research and development of acoustic-based products in life sciences. He has the ability to get into the details while envisioning our global strategy. We are delighted to have him join our team.” Added Harsh, “I am really excited to be part of FloDesign Sonics. Their entrepreneurial sprit is contagious, and the convergence of this unique and innovative application of acoustics to filtration will unleash a new tool in healthcare that can also be leveraged into other industries.” Harsh led the global Science and Technology Organization for GE Healthcare, a $18 billion business unit of General Electric focusing its research on the development of innovative diagnostics, healthcare IT, medical imaging and information technologies, medical diagnostics, patient-monitoring systems, biopharmaceutical-manufacturing technologies, and technologies that facilitate new drug discovery. Harsh began his career at GE in 1979 as an electrical design engineer in nuclear imaging, and subsequently held numerous design and engineering management positions with X-ray, ultrasound, MRI, patient monitoring, and information technologies. He was also the global technology leader of the Imaging Technologies Lab at the GE Global Research Center, where he led the research for imaging technologies across the company, as well as the research associated with computer visualization/image analysis and superconducting systems. He was named an officer of General Electric Co. in November 2006. Harsh earned a bachelor’s degree in electrical engineering from Marquette University, and he holds numerous U.S. patents in the field of medical imaging and instrumentation.
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Luis Santamaria

Luis Santamaria

Luis Santamaria has been chosen as Greenfield Community College’s new director of Campus Public Safety. He will oversee GCC’s Campus Public Safety department and serve as GCC’s chief of police. Santamaria leaves his position as associate director of Public Safety for Curry College in Milton. Prior to his work at Curry College, he served as a sergeant for Tufts University for nine years and as a campus police officer at Simmons College and officer in charge at Western New England University. Santamaria graduated summa cum laude with a bachelor’s degree in criminal justice and a master’s degree in criminal justice administration from Western New England University. He served as vice president of his class at the Special State Police Academy. He holds EMT certification and has certification as a MCJTC sexual assault investigator, defensive tactics instructor, and rape aggression defense instructor. He is bilingual in English and Spanish.
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Kate Bechtold

Kate Bechtold

Anthony Scibelli

Anthony Scibelli

Following nationwide searches, Cooley Dickinson Hospital President and CEO Joanne Marqusee announced that two healthcare executives, Katherine Bechtold and Anthony Scibelli, have joined the organization’s senior leadership team. Bechtold has been selected as Cooley Dickinson Health Care’s vice president of patient care services and chief nursing officer. “I am very excited to have someone with Kate’s depth of experience, clear commitment to quality care and service excellence, collaborative style, and ability to inspire staff at all levels join the senior leadership team,” Marqusee said. Added Bechtold, “I am excited about this wonderful opportunity to lead nursing and patient-care services at Cooley Dickinson. I was impressed with the commitment to patient care that I heard from staff and medical staff alike and look forward to being part of the new leadership team that Joanne Marqusee is building.” Most recently, Bechtold served as the senior vice president and chief nurse executive for MultiCare Health System in Tacoma, Wash., where she oversaw system-wide nursing and clinical policies, case management, social work, and quality care for the five-hospital system and its primary-care, urgent-care, and specialty clinics. She also served for eight years as chief nursing officer and vice president of patient care at Centura Health Systems in Englewood, Colo., and Saint Anthony Hospital System. She counts among her accomplishments leading Saint Anthony Central Hospital to one of the highest scores in the nation for nursing quality indicators and significantly reducing nursing-management turnover rates. Scibelli has joined Cooley Dickinson Health Care as vice president, operations and chief administrative officer. He will supervise a number of departments, including Facilities, Housekeeping, Transport, Security, Nutrition, Lab, Imaging, and Human Resources. “I am very excited that a leader with Tony’s range of experience, dedication to service excellence, and ability to lead teams and promote teamwork has accepted this important position. He will add much to the new senior leader team we are building,” Marqusee said. Scibelli has most recently served as senior vice president, Human Resources, Support Services, and Post Acute Operations at Mohawk Valley Health System in Utica, N.Y., which resulted from the affiliation of Faxton-St. Luke’s Healthcare and St. Elizabeth Medical Center. He oversaw a range of functions, including Human Resources, Facilities Management, Support Services, Home Care, and Long-term Care. Scibelli joined Faxton-St. Luke’s Healthcare in 2004 as vice president, Human Resources and was promoted several times there. Scibelli earned a bachelor’s degree at Worcester State College and master’s degrees from Lesley College in Cambridge and SUNY Albany.
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Patrick McCarthy, Sodexo Dining Services general manager for the Loomis Communities, has been selected for the Sodexo National Emerging Leaders program, joining 29 of his peers who have been identified as leaders in their field. The Sodexo Emerging Leaders program consists of an intensive, nine-month leadership-development course focusing on leadership at a strategic level. The course study includes trainings at the Sodexo North American headquarters in Gaithersburg, Md., as well as peer project assignments and online interactive trainings. Prior to working for Sodexo and the Loomis Communities, McCarthy attended classes at the Culinary Institute of America and owned restaurants in the Pioneer Valley.