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Daily News

SPRINGFIELD — Bacon Wilson announced that four partners have been selected by their peers for inclusion in The Best Lawyers in America 2016.

Michael Katz was selected for bankruptcy and reorganization, Paul Rothschild for plaintiff’s litigation, Jeffrey Fialky for commercial and finance, and Stephen Krevalin received the honor for family law for the fourth consecutive year.

The Best Lawyers in America is a peer-review publication which has earned the respect of the legal profession, the media, and the public since its first publication in 1983. Best Lawyers compiles data from tens of thousands of confidential surveys completed by leading attorneys. There is no opportunity to pay for a listing.

Bacon Wilson is one of the largest firms in Western Massachusetts, with a total of 40 lawyers and approximately 60 paralegals, assistants, and support staff. The firm’s main office is located in Springfield, with regional offices in Northampton, Amherst, and Westfield. For more information, call (413) 781-0560 or visit www.baconwilson.com.

Daily News

SPRINGFIELD — Robinson Donovan, P.C. announced that seven of its attorneys were listed in The Best Lawyers in America 2016.

Since it was first published in 1983, Best Lawyers has become widely regarded as a guide to legal excellence. The program is based on an exhaustive peer-review survey. More than 79,000 attorneys have cast more than 6.2 million votes to date on the legal abilities of other lawyers in their practice areas. Lawyers are not required or allowed to pay a fee to be listed. Corporate Counsel magazine has called Best Lawyers “the most respected referral list of attorneys in practice.”

Patricia Rapinchuk has been selected by her peers for inclusion in The Best Lawyers in America 2016 in the fields of employment law, management; and litigation, labor and employment. Additionally, she was recognized by Best Lawyers as the 2016 Lawyer of the Year in Springfield in the field of litigation, labor and employment.

“I am honored to have been selected by The Best Lawyers in America as the 2016 Lawyer of the Year in Springfield for my work in employment litigation,” Rapinchuk said. “The Springfield area is home to a number of interesting and diverse businesses, and it is a pleasure to help business leaders and employees realize their full potential.”

Meanwhile, Richard Gaberman has been selected for inclusion in The Best Lawyers in America 2016 in the fields of corporate law, real-estate law, tax law, and trusts and estates. Previously, he was named the Best Lawyers 2014 trusts and estates Lawyer of the Year in Springfield and the 2013 real-estate Lawyer of the Year in Springfield. His practice focuses on corporate and business counseling, commercial real estate, and estate-planning law.

James Martin was selected for inclusion in the fields of franchise law and real-estate Law. He practices corporate and business counseling, litigation, and commercial real-estate law.

Jeffrey McCormick practices litigation and was selected by his peers for inclusion in the fields of personal-injury litigation, defendants; and personal-injury litigation, plaintiffs. He was previously named the Best Lawyers 2011 personal-injury litigation Lawyer of the Year in Springfield.

Carla Newton was selected for inclusion in the field of family law. She practices divorce and family law, litigation, corporate and business counseling, and commercial real estate.

Nancy Frankel Pelletier was selected in the field of personal-injury litigation, defendants. She exclusively practices litigation.

Finally, Jeffrey Roberts practices corporate and business counseling and estate planning and has been selected by his peers for inclusion in the fields of corporate law and trusts and estates. Previously, Roberts was recognized by Best Lawyers as the 2013 corporate-law Lawyer of the Year in Springfield and the 2012 trusts and estates Lawyer of the Year in Springfield.

Daily News

SPRINGFIELD — Four lawyers from Skoler, Abbott & Presser, P.C. were honored recently among the Best Lawyers in America 2016, including partners Jay Presser and John Glenn, named Lawyers of the Year in Springfield in the categories of management and arbitration, respectively.

Since it was first published in 1983, Best Lawyers has become widely regarded as a guide to legal excellence. The program is based on an exhaustive peer-review survey. More than 79,000 attorneys have cast more than 6.2 million votes to date on the legal abilities of other lawyers in their practice areas. Lawyers are not required or allowed to pay a fee to be listed. Corporate Counsel magazine has called Best Lawyers “the most respected referral list of attorneys in practice.”

Presser was also listed in The Best Lawyers in America 2016 in the categories of employment law, management; labor law, management; and litigation, labor and employment. Glenn was also listed in the categories of arbitration; employment law, management; and labor law, management.

Presser has more than 35 years of experience litigating employment cases. He has successfully defended employers in civil actions and jury trials and handled cases in all areas of employment law, including discrimination, sexual harassment, wrongful discharge, wage-hour, FMLA, ERISA, and defamation. He has won appeals before the Supreme Judicial Court and the First and Second Circuit Courts of Appeals and represented employers in hundreds of arbitration cases arising under collective-bargaining agreements. He has been selected by his peers for inclusion in Best Lawyers every year since 1991.

“Recognition by one’s peers is among the most meaningful form of praise in the legal profession. To consistently earn the respect and recognition of my peers is humbling,” said Presser. “It is an honor to accept Best Lawyers recognition as Lawyer of the Year in Springfield for my practice of employment law, management.”

Glenn has been a partner of the firm since 1979 and spent his career representing management in labor relations and employment-related matters. In addition to providing employment-related advice to employers, he assists clients in remaining union-free and represents employers before the National Labor Relations Board (NLRB). He has extensive experience negotiating collective-bargaining agreements, representing employers at arbitration hearings, and before state and federal agencies. He has been selected by his peers for inclusion in Best Lawyers every year since 1995.

“It is a pleasure to accept Best Lawyers recognition as Lawyer of the Year in Springfield for my practice of arbitration,” said Glenn. “Recognition by my peers is a humbling — and significant — honor. I am fortunate to work alongside so many talented colleagues here at Skoler Abbott, many of whom have also earned the respect of the profession, the media, and the public from Best Lawyers, the most reliable, unbiased source of legal referrals anywhere.”

Meanwhile, partner Ralph Abbott Jr. was listed in Best Lawyers in the categories of arbitration; employment law, management; labor law, management; and mediation. A partner since 1975, he is known throughout the legal community for his work representing management in labor relations and employment-related matters, providing employment-related advice to employers, assisting clients in remaining union-free, and representing employers before the NLRB. Abbott also has numerous credits as an author, editor, and teacher, and a record of civic and community involvement. He has been selected by his peers for inclusion in Best Lawyers every year since 1989.

“We are honored to be listed in The Best Lawyers in America 2016,” said Abbott. “The recognition is especially humbling because each lawyer is independently nominated and subject to an extensive peer review process.”

Finally, partner Timothy Murphy has been listed in Best Lawyers in the categories of employment law, management; labor law, management; and litigation, labor and employment. Murphy joined Skoler Abbott after serving as general counsel to an area labor union and serving as an assistant district attorney for the Hampden County District Attorney’s Office. His practice includes labor relations and employment litigation, as well as employment counseling. He has been selected by his peers and listed by Best Lawyers every year since 2013, and was named the Best Lawyers 2015 Lawyer of the Year in Springfield for labor and employment law.

Law Sections

Classified Information

By DAVID McBRIDE, Esq.

David McBride

David McBride

This July, two developments touching on the topic of independent contractors and the issue of potential worker misclassification have been in the news.

As background, it’s nearly impossible for Massachusetts employers to classify a worker as anything other than an employee: the state’s Independent Contractor Law is very narrow, and most workers will not meet the test for independent-contractor status.

Nonetheless, last month, the federal District Court for Massachusetts ruled that federal law preempts part of Massachusetts’ Independent Contractor Law as it applies to businesses that can be considered ‘motor carriers.’ Just one week later, the U.S. Department of Labor issued an administrator’s interpretation on how to determine whether workers should be classified as employees or independent contractors under the Fair Labor Standards Act.

For most Massachusetts employers, however, neither of these developments represents a significant change.

Part of State’s Independent-contractor Test Pre-empted by Federal Law

In 2013, the Massachusetts Delivery Assoc. (MDA), a trade organization representing businesses involved in same-day delivery services, filed a lawsuit in federal court claiming that Massachusetts’ independent-contractor test is preempted by the Federal Aviation Administration Act (FAAA).

In brief, the FAAA preempts state laws “related to a price, route, or service of any motor carrier … with respect to the transportation of property.” The problem for MDA and its member businesses was that, based on the plain language of the state’s independent contractor law, they all would fail the test because the services provided by the drivers are directly within the members’ ordinary course of business, known as ‘prong B’ of the Independent Contractor Law’s ‘ABC’ test.

MDA argued that, to comply with the Independent Contractor Law, its members must change their national business model or risk penalties. National companies that utilize independent owner-operators to deliver products in the other 49 states are unable to do so in Massachusetts; no other state has made the use of this business model unlawful.

Complying with the Massachusetts statute, therefore, would drive up costs and adversely affect prices, routes, and services. Additionally, not only is the Independent Contractor Law expressly pre-empted by the FAAA, but it also imposes an impermissible burden on interstate commerce. The District Court agreed with the MDA that the FAAA pre-empts prong B of the ABC test because, if it were applied to any motor carriers, their drivers would have to be classified as employees rather than independent contractors. Motor carriers have a long history of using independent contractors to perform deliveries. Therefore, forcing MDA’s member businesses to classify the drivers as employees would necessarily affect prices, routes, or services.”

However, the court made it clear that its ruling is limited to only motor carriers and that the pre-emption is limited to prong B of the statute’s ABC test, not the entire test, and therefore it is still possible that the motor carriers could fail the other two prongs of the test and be required to treat drivers as employees.

Shedding Light on Federal Misclassification Analysis

On a national level, misclassification of employees as independent contractors has been on the radar screen for the U.S. Department of Labor for some time. The administrator’s interpretation issued by the DOL on July 15 is, at its essence, a guidance document explaining the factors and considerations taken into account by the DOL when analyzing cases involving independent-contractor misclassification cases.

In contrast with the Massachusetts statute, the DOL uses the ‘economic-reality test’ to decide whether a worker is an employee or an independent contractor. The guidance explains how all of its numerous factors are applied in each case, with none of the factors dominating over the others.

According to the DOL, the test is almost more of an economic-dependence test than an economic-reality test, in the sense that the central question that all the factors contribute to is whether the worker in question is “economically dependent on the employer or truly in business for him or herself.” This is not a shift in philosophy, just a clarification on the existing process. For Massachusetts employers, this guidance will be relevant in misclassification cases brought under the FLSA.

Significance for Massachusetts Employers?

Neither the MDA case nor the DOL guidance have an effect on the way that most Massachusetts employers should classify their workers. Massachusetts’ independent-contractor statute remains one of the toughest in the nation, and almost all workers in the state should be considered employers, not independent contractors.

The MDA case is of great significance to motor-carrier employers, but has little relevance to most employers. The DOL guidance relates only to the analysis under federal law and is not a change in their current process, but rather a further explanation of how the DOL is interpreting the law. Massachusetts employers are bound by state law when determining whether their workers should be classified as employees or independent contractors.

Because violations of the Independent Contractor Law can create huge liability, Massachusetts employers should consult with labor and employment counsel to ensure they are complying with both state and federal law in this complicated area.

 

David McBride is an associate with the labor and employment firm Skoler, Abbott & Presser, P.C., concentrating his practice on labor relations and employment law for management; (413) 737-4753.

Law Sections

They’re Just as Important as More Traditional Forms of Property

By ANGELA P. STAFFORD, Esq.

Angelina P. Stafford

Angelina P. Stafford

When taking inventory of property, most people focus on the tangible, material items they own, such as their house, car, clothing, jewelry, and photographs. Property, however, is not limited solely to these types of possessions.

As people have become more reliant on technology, more aspects of their personal lives are being shared online. For example, it is just as easy to post vacation photos to Facebook as it is to print copies, and to ‘tweet’ the latest personal updates rather than calling family and friends. Likewise, it is more convenient to finish Christmas shopping on Amazon, instead of braving the local mall during the busy holiday season.

All of this electronic information makes up a person’s ‘digital assets,’ and, just like material belongings, people accumulate various digital assets during their lives. Digital assets include, for example, blog posts; social-media accounts (like Facebook, Twitter, LinkedIn, and Tumblr); e-mail accounts; photos, videos, and communications shared or stored electronically; and financial accounts (such as PayPal and Amazon).

End of the Road

It is simple enough to share and store information electronically, but accessing these digital assets after incapacity or death becomes much more difficult. Although the personal representative of an estate is charged with collecting and administering a deceased person’s assets, at this time Massachusetts laws do not give the personal representative power to access a decedent’s online accounts. In fact, only a handful of states have enacted statutes authorizing fiduciaries to access a decedent’s electronic information and to terminate online accounts.

In many cases — in part because fiduciaries lack authority to access digital assets — the service-provider agreement (which the user agreed to when creating the account or sharing the information) controls who is authorized to access online accounts and, ultimately, what happens to them. For a variety of reasons, including privacy laws, some service-provider agreements are stringent and provide only for the termination of the account upon verification of the user’s death.

Yahoo!, for example, will remove a deceased user’s account after receiving verification of death, but explicitly refuses to provide access to the accounts. Because access to the user’s accounts are not allowed, it would be difficult to retrieve and save information, including photographs, video, letters, or other posts, which will eventually be deleted when the account is removed by the service provider.

On the other hand, some service providers have developed mechanisms that enable a deceased user’s family to keep the account active or to retrieve information from the user’s online accounts. In 2013, Google began to offer a solution called the ‘inactive account manager,’ which allows a user to elect what will happen to their data once the account has been inactive for a designated period of time, by either having all data deleted or sending it to a nominated individual.

Most recently, in February 2015, Facebook added a new feature that allows users to designate a ‘legacy contact’ who can manage the user’s account after they pass away. Once notified that the user has died, Facebook will memorialize the account, and the legacy contact will be able to post on the timeline, respond to new friend requests, and update the user’s profile photo. Like Google’s inactive account manager, Facebook users may even give the legacy contact permission to download an archive of the photos and posts they shared on Facebook.

The inability to access digital assets may result in a significant loss — particularly when these assets, had they existed in physical form, could have been collected by the fiduciary and easily distributed to family and friends. Unless someone is able to access these accounts directly, and until Massachusetts establishes a law that gives fiduciaries the power to access and manage digital assets, the disposition of digital assets is based primarily on the service-provider agreement.

Steps to Take Now

I suggest that you prepare a detailed inventory of your digital assets that includes website and online account information, user names and passwords, access information, and instructions specifying how the account should be handled after your death or incapacity. You should also review the terms and conditions applicable to each website with which you have an account or maintain digital assets.

Most importantly, contact an attorney who is aware of the nuances of digital assets and is able to advise you of your options to assist you with your estate-planning needs.

Angelina P. Stafford is an attorney with the Springfield-based firm Doherty Wallace, Pillsbury and Murphy, P.C., and her practice encompasses all areas of business law and taxation. She specializes in estate planning, estate administration, and probate litigation; (413) 584-1500.

Court Dockets Departments

The following is a compilation of recent lawsuits involving area businesses and organizations. These are strictly allegations that have yet to be proven in a court of law. Readers are advised to contact the parties listed, or the court, for more information concerning the individual claims.

CHICOPEE DISTRICT COURT

James Sikora v. Leisure Getaways Inc. and Timeshare Trade-Ins, LLC
Allegation: Breach of timeshare sales contract: $15,175
Filed: 5/14/15

Merz Aesthetics Inc. v. Allure Med-Spa, LLC, f/d/b/a Devlin Dermal, LLC
Allegation: Non-payment of goods sold and delivered: $11,346.09
Filed: 5/26/15

The Law Offices of Michael D. Facchini v. Karyn Wesch and Premier Fighting Championship, LLC
Allegation: Breach of contract and failure to perform four MMA fights within an allotted timeframe: $2,000
Filed: 7/10/15

FRANKLIN SUPERIOR COURT

 
Donald Fugere v. Urban Power USA Inc. and Mark Maynard
Allegation: Breach of wind-turbine and installation agreement: $158,974.75
Filed: 6/23/15

HAMPDEN SUPERIOR COURT

Kamco Supply Corp. of New England v. Allen & Burke Construction, LLC and John Burke
Allegation: Non-payment of goods sold and delivered: $25,525.46
Filed: 7/10/15

Owen McLaughlin v. O’Donnell Paving & Landscaping Inc.
Allegation: Breach of contract for installation of asphalt driveway: $64,072.89
Filed: 6/30/15

PNC Equipment Finance, LLC v. Accountable Care Associates Inc.
Allegation: Non-payment of services, labor, and materials: $66,765.48
Filed: 7/15/15

SPRINGFIELD DISTRICT COURT

James A. McEwan v. Elmcrest Country Club
Allegation: Non-payment of legal services provided: $13,797.25
Filed: 6/4/15

Latasha Summers v. J.D. Byrider of Springfield
Allegation: Concealing and failing to disclose vehicle accident history: $5,328.24
Filed: 5/11/15

Western Mass. Electric Co. v. GEG Construction Inc.
Allegation: Negligent installation of drainage pipe causing damage: $16,509.50
Filed: 6/25/15

Law Sections

Adjustment Bureau

U.S. District Court Judge Mark Mastroianni

U.S. District Court Judge Mark Mastroianni

A federal judgeship is, by almost any measure, the proverbial opportunity of a lifetime for those in the legal profession — figuratively and quite literally; one has the job for life. So it is with Mark Mastroianni, although he admits that he became a candidate for the post in Springfield almost reluctantly because he was, at the time, “hitting his stride” as Hampden County district attorney. In fact, he admits feeling relieved in some ways when he missed the deadline for applying. But that deadline was extended, and, well, the rest is history — and a serious period of adjustment that is still ongoing.

Mark Mastroianni was talking about the start of the process that eventually led to him being named a federal judge in Springfield.

To describe it, he used the phrases “completely unexpected” and “perhaps even unwelcome.”

He said it was the former mostly because at that time, early 2014, he was more than halfway through his first four-year term as Hampden County district attorney and thinking about the next one, not a new career challenge.

As for the latter, he chose it because he wasn’t simply serving as DA. He was, as he put it, “just hitting my stride,” and in many ways he actually resented what the ensuing search process represented — an extremely difficult decision he would have to make about his career, or another difficult decision, to be more precise.

“I was three years in the district attorney’s office; I was getting my feet under me and really developing my sense of confidence,” he explained. “And it’s really at the point when you develop a sense of confidence doing anything that you become your most effective. I had things to do — I had things I knew I could do in the district attorney’s office that were important for me as professional accomplishments and for the people I was serving.

“I really took to that, and was serious about what I wanted to do,” he went on. “And when I say ‘unwelcome,’ I say that because that search came about right when I got moving.”

But there was more to this than the opening on the federal bench coming at what Mastroianni would consider the wrong time career-wise. Indeed, he possessed vast experience as both a prosecutor and defense lawyer at that time, and frankly couldn’t imagine himself spending at least the next 15 years (a federal judgeship is a lifetime appointment) being neither.

To get that point across, he put his passion for such work in perspective that only people who have been there could appreciate.

“There will be nothing like — at least, I haven’t experienced anything that looks like it will be the same as — the adrenaline rush in a capital murder case in the minute or two minutes when you’re waiting for the verdict,” he said while comparing his current job to his previous ones. “The jury comes in, the jury stands up, and the verdict form is handed to the clerk … I can’t explain to you what that’s like, really. Every trial I’ve taken, it’s been remarkable to me that I’ve been able to even stay on my feet; your heart is beating so fast, you just think that physically you’re not going to hold up.”

One doesn’t reach that state, emotionally or physically, as a judge, he went on, adding quickly, though, that adrenaline comes in many forms, and he experiences it now — granted, on a much lower level — when one of his rulings is cited by a lawyer when making an argument.

Adapting to this new standard for adrenaline rush is part of an adjustment period Mastroianni says is still ongoing, although overall, he says he’s quite comfortable in his new skin, or robe, as the case may be. He acknowledges that reaching this state wasn’t easy, but in most ways easier than he anticipated.

“I have been so happy and relieved at how I’ve adjusted, because I thought that I was going to really struggle with not being in the courtroom,” he said, referring, obviously, to the seats in front of the bench, not the one behind it. “I have really enjoyed and adjusted to still being part of the trial-litigation criminal process; I take a different seat now than the one I’m used to sitting in, and my decisions are from a different perspective, but I’ve adjusted, and continue to adjust.”

For this issue and its focus on law, BusinessWest looks at that adjustment period, and how it represents one of many career gambles Mastroianni has not only taken, but embraced.

Opening Statements

When asked about whether he had any regrets about taking the federal judgeship, Mastroianni answered in a way one might not expect from someone in such a lofty, respected, and sought-after position.

“Of course I have regrets,” he said, implying that some of his earlier comments would have made that clear. But he went further, and in a manner that once again suggested just how much he liked being DA — and a defense lawyer, for that matter.

“I’ve had regrets from every job I’ve left,” he explained. “If you don’t have regrets from the last job you’ve left, that means that didn’t love your job and didn’t do it with everything you had.”

Mastroianni has left a few positions in his career knowing that there would be not only regrets, but serious doubts from colleagues, friends, and relatives about whether he was doing the right thing, career-wise and otherwise.

There were such sentiments expressed when he left a position as assistant district attorney under William Bennett to go into private practice. He had started a family and purchased his first house, and while prosecutors were poorly paid at the time (and still are today), the job represented a safety net.

He heard them again when he launched a bid to succeed Bennett as DA running as an independent, a campaign for which for which the adjective ‘long shot’ would be considered a serious understatement.

And they were uttered again when Mastroianni became a candidate for the federal court, a position usually placed in that category of ‘opportunity of a lifetime.’

“Every friend and family member expressed the concern that it would be something I might not enjoy or become frustrated with,” he noted. “I had that same concern.”

Mastroianni said he made these various career moves after careful consideration of those expressed concerns, but also what the next challenge would mean for him personally and professionally.

“These were not reckless decisions,” he explained, using that phrase repeatedly with his latest change especially. And as he talked about them, he would reference a need to continually seek new challenges because “there was more for me to do.”

Our story begins at Cathedral High School in the early ’80s, where Mastroanni was mostly unmotivated and anything but a standout student and rising star. In fact, he would say that American International College “took a chance on me when they accepted me.”

"I’m adjusting, I very much like what I’m doing, and the forecast looks good.” – U.S. District Court Judge Mark Mastroianni

“I’m adjusting, I very much like what I’m doing, and the forecast looks good.” – U.S. District Court Judge Mark Mastroianni

He made the most of that opportunity, though, majoring in English and political science and contemplating careers as a writer or journalist while doing so. But he chose a different tack — one encouraged by his grandfather — and enrolled at Western New England University School of Law.

Upon graduation from WNEU in 1989, he found himself in a tough job market as a recession that would last the better part of half a decade settled in on the region. He borrowed money from some family members and opened a private practice in the same building in Springfield’s Court Square that his grandfather practiced from.

But the phone didn’t ring much, and he eventually sought to fill an opening on the staff of then-Hampden County District Attorney Matty Ryan. That assignment lasted only six months, as Ryan’s eventual successor, Bennett, did not keep him on after assuming office.

However, Bennett later rehired him, and he worked five years as an assistant DA, cutting his teeth on a number of high-profile cases, including several murder trials. Despite his success in that role, he sought another challenge — and potentially much larger paycheck — and returned to private practice.

He would remain there for 17 years, enjoying success on the other side of the legal system — defending clients — and on the all-important business side of the equation as well.

Eventually, he became as passionate about defense work as he was with his prosecutorial skills, and when pressed to compare and contrast the two, said that he found the former in some ways as rewarding professionally as the latter.

“What I like in both of them is high-level, high-profile, difficult cases,” he explained. “There’s an enormous sense of satisfaction that comes with successfully prosecuting a case and helping victims. But, quite frankly, I think that feeling is rivaled, and perhaps equaled, by the sense you get in the successful defense of a case and being the person who stands between one individual and the government, the prosecution, and the resources of that prosecution.

“With the murder cases I handled, there were primarily appointed cases — it’s one individual who’s been deemed to be indigent; we’ll appoint you a lawyer, and there you go, good luck with that,” he continued, explaining, in more detail, that sense of satisfaction he enjoyed from helping clients prevail in such matters. “You have a limited budget and limited resources, but there’s no limit to energy and effort you can put in.

“The satisfaction is not of ‘I want to help someone get away with something,’ or ‘I want to pull one over on someone,’” he went on. “The satisfaction is working within the system and making the system work; our system means nothing if there’s not vigorous defense work forcing the government, be it the Commonwealth or the federal government, to meet their burden of proof. Every good defense makes the next prosecution better.”

He said that, if he were ever put in a position of having to choose between the two, that would be a very difficult decision. So it’s fortunate, perhaps, that circumstances now mean he won’t have to make such a choice — at least until he turns 65.

No Objections

As he talked about his career and the many twists and turns it has taken, Mastroanni referred early and often to the notion of timing, and how certain events — from a recession to the retirement of a federal judge — have played a big role in shaping his many difficult decisions.

One such point in time was Bill Bennett’s decision to not seek another term as DA in 2010 after 20 years in that office.

Mastroanni admitted he was already thinking about pursuit of new and different challenges at the time, but Bennett’s decision in some ways forced his hand — again, amid concerns from collegaues and family members that he might be making a big mistake.

“The question from friends and family was, ‘why? What are you doing? …  you can’t walk away from this,’” he said, referring to the very successful private practice he had built. “At that point, it was something inside me professionally — a need to do more. It was this reflection, this self-examination of where I was, where I wanted to be, and what I wanted to be doing that led me to run.

“I wanted a challenge, I wanted a change, and I really felt I could do a good job as district attorney,” he went on. “I had very specific ideas about the criminal-justice system and how it could work better.”

But while he had the will to seek the post, he wasn’t exactly dealing from a position of strength, at least to most observers.

Indeed, while the DA’s position is non-political by nature, the processing of winning is quite political, and Mastroanni, upon entering the race, also decided he would wage his fight as an independent. That choice would impact everything from his participation in scheduled debates to raising money, but he stuck to his guns and eventually prevailed.

In the winter of 2011, he settled into the job — or at least the part he wanted to settle into.

He admitted that he had no real appetite for what could be called the operations side of the office — the budgetary matters and many aspects of managing 150 people and several offices. So he effectively delegated — something he says isn’t easy, and is an art form unto itself.

“That was like running full-speed into a brick wall when I encountered that administrative setup at the district attorney’s office,” he told BusinessWest. “You have a lot of employees, an IT team, a state police squadron assigned to you … so I delegated. I had to choose what to delegate, and I chose not to delegate the trial work; I thought I was certainly more qualified and competent as the trial lawyer who could take on the big case than I was as the person who would walk in and take care of the budget.”

Thus, he focused on trying cases (one of his first involved a successful prosecution in the murder of Cathedral High School student Conner Reynolds) and myriad other aspects of a very broad job description.

That list included everything from making progress with a large list of cold cases to going out into area classrooms and providing lessons on how the judicial system worked.

“We opened new units — we opened an unsolved-crime unit and a DNA unit, and we made really big advances in some cold cases that had not been worked on in some time,” he explained. “We solved several cases that were 20 years old and more. I developed a way to use drug-forfeiture money to essentially pay for the overtime so police officers could work on these cold cases.

“Springfield has so many unsolved cases, and one of the reasons they’re unsolved is because new cases keep flooding in every day,” he went on, adding that he developed a process by which trained individuals could devote the needed time, energy, and imagination to such cold cases. And many wound up being solved.

“That program was cranking,” he continued. “Meanwhile, our community outreach was just unprecedented; we were in the schools with all kinds of programs … it was wonderful, challenging, stressful times at the district attorney’s office. That’s a difficult job, and I was really enjoying all the progress we were making.”

It was at this point that the unexpected and “perhaps even unwelcome” search for a successor to the retiring Judge Michael Ponsor commenced in late 2013.

Decisions, Decisions

Then-recently elected U.S. Sen. Elizabeth Warren was placed in charge of the process of selecting a new federal judge, said Mastroanni, who said he had no intention of pursuing the post until he was encouraged to do so by members of the Gertner Committee, a panel appointed by Warren to solicit, interview, and comment on applications for federal District Court vacancies, and so-named because it was chaired by former District Court Judge Nancy Gertner.

Although he entertained those entreaties to become a candidate, Mastroianni admitted to feeling what amounted to a sense of relief that he missed a posted deadline of Jan. 31, 2013 for submitting a formal application.

“In my mind, how a lot of things work is that I’ll put things off as long as I can, and if I just put it off long enough, it will just take care of itself,” he explained. “I put that into practice with my judicial application. Before I knew it, the deadline had come and gone, and I didn’t get my application in, and I said to myself, ‘that’s too bad … I’ve been so busy as district attorney, I didn’t have a chance to fill this out. It’s just not right; I’m too busy as D.A. This is obviously where I should be.’”

As fate would have it, though, the deadline was extended, and Mastroianni would apply and eventually get the nod after many strenuous rounds of interviews.

When asked to analyze that result and how it came about, he would theorize that Warren was seeking diversity from the next federal judge, not only in the context that one might think, meaning racial or gender diversity.

“I think they thought my political affiliation — choosing to be an independent — as well as working at the highest level on both the prosecution side and the defense side gave me a rather unique perspective and view of the world and the legal system.”

With that perspective — and that résumé detailed above — Mastroianni entered his new role and adjustment period with that degree of trepidation he noted. But he has, in fact, found a comfort zone.

“I knew during my first couple of trials that the adjustment was going to be OK — I wasn’t feeling the need to look at the case that was developing in front of me as the trial lawyer,” he said, adding that he anticipated that being able to do so would be a sizable challenge. “I was not substituting myself for the lawyer in question; I was appreciating the art of trial work, and I do consider it an art.

“I found the challenge of presiding over that and watching how it develops to be so exciting, and so new,” he went on, adding that, while he’s observing and analyzing what the lawyers handling the case are doing, those opinions don’t manifest themselves in words or actions in the courtroom.

“I’m perfectly happy and content with thinking in my mind about what that lawyer does and saying to myself,  ‘how could you have done that? What you really needed to do was this,’ or watching a lawyer do something just perfectly and thinking, ‘that was well-done.’ For me to interrupt lawyers and try to make arguments for litigants and try to control how a case goes, that would be going overboard and not being well-suited to be in my position.”

The period of adjustment has other aspects to it, he said, noting, for example, that most of the cases that come to him are civil in nature, while most of his direct experience is with criminal matters.

Overall, though, while Mastroanni had some concerns about whether he could make an easy adjustment to a life of hearing arguments rather than presenting them, he was confident (there’s that word again) that he could do the job and do it well.

“I knew that I could rise and meet the challenges of this job knowing that I would have regrets,” he said. “But I’m adjusting, I very much like what I’m doing, and the forecast looks good.”

He’s even making the time to go into area classrooms and provide lessons on the legal system, as he did when he was DA, and will begin teaching a class in civil law at his alma mater this fall.

As for adrenaline, well, he still gets to experience those rushes, only in much different ways.

“I’m getting an enormous amount of satisfaction from seeing cases that I take develop, crafting the law as I see it applying to facts, and ultimately doing justice in terms of doing the right thing,” he said in conclusion. “That’s really what we do, and that sense of satisfaction from seeing a case come in, taking it from the beginning, working with it, and leaving here having made law, effecting law in a way that other cases that come after you are going to cite … that’s not the same kind of adrenaline rush I described while waiting for a jury to return a verdict, but that’s a satisfaction and type of rush that’s very, very rewarding.”

Closing Arguments

While Mastroianni maintains that he’s successfully adjusted to life on the bench, he nonetheless wishes he could somehow keep this job and experience all those emotions he mentioned when talking about that moment when the verdict is read by the jury foreman.

“I would absolutely love and welcome if there could somehow ever be a setup where I could try a case again,” he told BusinessWest. “That would be like the fantasy football league for me; that would be absolutely it.”

Such a setup isn’t possible, though, and Mastroianni understands that he’ll have to wait until he’s at least 65 to even think about being back on the other side of the bench.

For now, though, he’s focused on that new standard for adrenaline rush and finding new ways to experience it.

As he said, this is an adjustment period that is still ongoing.

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

Daily News

BOSTON — State Senate Minority Leader Bruce Tarr joined Gov. Charlie Baker and several business leaders at a State House bill-signing ceremony to create a weekend-long suspension of the state sales tax on items less than $2,500 for the days of Aug. 15-16. This marks the 11th time that the tax holiday has been granted to consumers since 2004.

Jon Hurst, executive director of the Retailers Assoc. of Massachusetts; Jerome Murphy, Treasurer of M. Steinert & Sons; and Harold Tubman of Circle Furniture attended the signing of the bill, which originated from legislation offered by Tarr.

“This weekend serves as a great opportunity for everybody in our communities to support our retailers and business of all sizes,” said Baker. “Our administration is committed to growing the economy and creating jobs across the Commonwealth, and this is a great example of an opportunity for all of us to take advantage of this weekend and do something for those businesses in our community that mean so much to us.”

Tarr praised consumers and retail shop owners for supporting the bill. “While we need to continue to pursue more lasting sales tax relief, this two-day holiday offers a chance for consumers to get a break while supporting local businesses we need to sustain and grow the Massachusetts economy. Having Gov. Baker’s support will generate hundreds of millions of dollars of sales in-state that might otherwise have gone over the border on online.”

The Retailers Assoc. of Massachusetts reports that retail sales were down 49% during a four-week period this past winter. The retail sector, which employs an additional 600 workers as a result of the tax holiday, expects that consumer spending will rise significantly in Massachusetts during the tax holiday. According to a recent Beacon Hill Institute survey, 72% of respondents say they are more likely to shop nearby and keep spending local as a result of the tax break.

Daily News

BOSTON — The Associated Industries of Massachusetts (AIM) Business Confidence Index added 2.9 points in July to 59.2, ending a string of three consecutive monthly losses.

“Bouncing back from its dip in the second quarter, confidence among Massachusetts employers is fairly strong,” said Raymond Torto, Chair of AIM’s Board of Economic Advisors (BEA) and lecturer at Harvard Graduate School of Design. “The AIM Index is up three points from last July and, apart from its recent crest in February and March, is at its highest level since December 2006.”

Torto noted that the Index’s recent performance extends a pattern that has prevailed for much of the post-Great Recession period. “Like the economy itself, the Index has followed a long-term trend of improvement, but the upward course has been longer and bumpier than most past recoveries.”

AIM’s Business Confidence Index has been issued monthly since July 1991 under the oversight of the Board of Economic Advisors. Presented on a 100-point scale on which 50 is neutral, the Index attained a historical high of 68.5 in 1997 and 1998; its all-time low was 33.3 in February 2009.

The sub-indices based on selected questions or respondent characteristics all rose from June to July, and most were up from a year before.

The U.S. Index assessing national business conditions gained 2.5 points to 50.1, and Massachusetts Index of conditions within the Commonwealth rose six-tenths to 57.5.

“The domestic economy, after a weak first quarter, is experiencing solid expansion, and Massachusetts continues to perform well in the national context,” said BEA member Sara Johnson, senior research director of Global Economics at IHS Global Insight. “Growth in international trade, however, has been disappointing, as improving conditions in Europe have been more than offset by the slowdown in Asia.”

The Current Index, tracking employers’ assessment of existing business conditions, was up 3.5 to 59.7, while the Future Index, measuring expectations for the next six months, added 2.2 to 58.6.

“The rating of current conditions is the best we have seen since the same reading in October 2006,” Johnson said. “The slightly lower future expectations probably reflect the Federal Reserve Board’s expressed intent to raise interest rates.”

The three sub-indices related to survey respondents’ own companies were all well ahead in July. The Company Index, which assesses the overall situations of their operations, was up 3.7 points to 61.7; the Sales Index rose 5.3 to 63.2; and the Employment Index added 2.5 to 57.2.

“The Company and Sales indicators are at their highest levels since 2006, and the Employment Index is also in its pre-recession range,” noted Elliot Winer, chief economist at Northeast Economic Analysis Group LLC, a BEA member. “These results are consistent with survey respondents’ favorable appraisal of prevailing business conditions and with recent state employment reports.”

In July, confidence remained higher among employers within Greater Boston (61.3, up 3.9) than among those outside the metropolitan area (55.8, up 1.1). Manufacturers continued to be less confident (55.7, up 3.1) than other employers (62.9, up 2.9).

“Massachusetts manufacturers, many of them in the central and western parts of the state, are seeing exports suffer because of the strong dollar and difficult conditions in key markets,” Winer said. “The indicators from the manufacturing sector and for the state outside Greater Boston are the only sub-indices that have lost ground, though less than a point each, over the past year.” There was little variation in confidence between small, medium-size, and larger employers.

Commenting on the July Business Confidence Index survey results, Richard Lord, AIM’s president and CEO and a BEA member, stressed the positive assessment of business conditions among respondents.

“Over the previous three months, we saw that confidence can be damaged by uncertainty, even in peripheral areas like the Greek crisis,” he said. “In July, we see that, as such concerns fade, the underlying strength of the economy, and of confidence among Massachusetts employers, comes to the fore again.”

Lord noted, however, that the results included contrasting views of the state’s business climate. “There is a 10-point regional gap in how respondents rate Massachusetts conditions — very positive within Greater Boston, barely positive elsewhere. This reminds us that good economic analysis and policy must take account of the broad range of industries and communities.”

By employer size, Lord added, the smallest firms, up to 25 employees, rated in-state conditions higher than mid-sized and larger employers.

“Here we see a significant turnaround compared to the recent past,” he said. “Along with a stronger economy, these small employers — who often feel vulnerable to government mandates — are encouraged by a sense that Beacon Hill recognizes their concerns on issues ranging from MBTA reform to smooth implementation of the paid-sick-leave law.”

Daily News

HOLYOKE — The Holyoke Community College campus will be swarming with police activity Aug. 7, as law enforcement personnel provide demonstrations of their work for HCC’s Criminal Justice Academy, concluding two months of summer programming for area youth.

The Criminal Justice Academy Field day will cap a one-week intensive program designed to introduce area middle-schoolers to crime scene investigation and forensic science.

Field Day will include demonstrations from the ATF (Alcohol, Tobacco and Firearms) bomb squad, the Chicopee police K-9 unit, and, weather permitting, a Massachusetts State Police helicopter.

Retired Granby Police Chief Lou Barry, HCC Class of 1973, runs the CJ academy, with assistance from HCC staff and other local police personnel.

In addition to the CJ Academy, HCC’s Summer Youth programming continues this week (July 27-31) with Youth Soccer, Lego Robotics, Youth Fencing, and Baking and next week (Aug. 3-7) with Science, Math and Technology for Girls, American Sign Language and Deaf Culture, and Beginning Web Design.

Daily News

HADLEY — The Greater Easthampton Chamber of Commerce, Amherst Area Chamber of Commerce, and Greater Northampton Chamber of Commerce will host an informational session of the new earned-sick-time law on August 6 at the Hadley Farms Meeting House, from 10 a.m. to noon.

The Attorney General’s Office is presenting information sessions to educate employers and employees about the new measure, which went into effect July 1. These sessions, offered statewide and online, will provide guidance on implementation, explain employers’ and employees’ rights and responsibilities, and provide opportunities to get specific questions answered.

Information on the law may be found on the Attorney General’s Earned Sick Time web page: www.mass.gov/ago/earnedsicktime. This informational session is free and open to the public.

Opinion

A Character Test for Springfield

Looking at the matter objectively, this would seem like a strange time to be voicing anything approaching concern when it comes to the city of Springfield.

Indeed, in many ways, things haven’t been this good in the City of Homes for decades — maybe a century when you get right down to it. There’s excitement and energy in the air, a can-do feeling that comes naturally when the city is chosen as home for a half-billion-dollar casino, a Chinese company has selected it as the place where it wants to build subway cars, Union Station is poised to end nearly a half-century of frustrating dormancy, and there is greater entrepreneurial juice than at any time since Smith and Wesson started manufacturing guns here.

But momentum is a curious thing. One moment, an individual or baseball team — or city — can have it in abundance, and the next minute, all or most of it can be lost.

Springfield could very well be at one of those types of crossroads.

The casino project is, in fact, underway, although you really couldn’t tell that by walking though the South End. Things are off to a very slow start, and already MGM is asking the gaming commission to move up the opening date from 2017 to 2018.

The stated reason is the pending I-91 viaduct reconstruction project (we’ll get to that in a minute), but there is already concern that there might be more to this — much more. Connecticut has passed legislation allowing the owners of Foxwoods and Mohegan Sun to explore opening a jointly run casino near the border with Massachusetts. Suddenly, 2018 looks like a best-case scenario for MGM’s facility, and people are starting to wonder out loud just how successful a Springfield casino will be with an already-established competitor operating 10 to 15 miles away.

And then, there’s that I-91 project. It’s been looming for about 18 months now, and work is set to begin (lane-closing schedules are starting to dominate local news broadcasts).

Residents, business owners, and people who work downtown are wary about this project, and they should be. Anyone who lived through — or tried to do business through — the Memorial Bridge reconstruction project and/or the seemingly simple process of reversing the ramps on I-91 to make the new Basketball Hall of Fame more accessible, can readily attest that these projects rarely proceed on schedule and are far more of an inconvenience than even the worst skeptics can anticipate.

Already, service businesses such as law, accounting, and financial services firms, as well as retail operations, are beginning to wonder if people will even try to get to downtown Springfield to do business with them.

All this is enough to potentially zap some of that all-too-critical momentum from the city at a time when Springfield seems to be rebounding in a very big way.

This may sound over-simplistic, but the city, its elected officials, and its business leaders, can’t let that happen. How? That’s the $64,000 question, and it will take some imagination to answer it.

One piece to the puzzle could be a well-constructed pubic relations campaign, one focused on how far the city has come, and how far it can go once the casino opens, construction crews have replaced the last piece of deteriorating viaduct, and some of the startups and next-stage companies taking root in Springfield hit their stride.

A PR blitz won’t make it any easier to get into downtown Springfield once the heavy work on I-91 begins, but it might keep the focus where it belongs — on the city’s long-term future — and not on traffic jams or the slow pace of progress in the construction of MGM Springfield.

As we said at the top, this might seem like a strange time to be even a little worried about Springfield, but that’s a sentiment many people are expressing.

The challenge moving forward is not to allow worry to stifle momentum.

Opinion

Consumers are Entitled to the Facts

By JIM McGOVERN and CHELLIE PINGREE

America has a proud tradition of empowering consumers. You can walk into any grocery store in the country, pick up a product from the shelf, and immediately learn the calorie count, the amount of protein per serving, and the full list of ingredients.

So it’s alarming that Congress could soon pass a bill that aims to keep consumers in the dark when it comes to foods with genetically modified organisms, or GMOs.

Last week, the House of Representatives considered the Safe and Accurate Food Labeling Act. Unfortunately, the bill does nothing to support safe and accurate food labeling. Instead, it protects the status quo by preventing states from requiring labels on foods containing GMO ingredients and locks in the current and inadequate voluntary GMO labeling system.

As more of the foods we eat contain GMOs, consumers naturally want to know which foods contain them. All they are asking for are the facts. This bill ignores that.

Congress needs to pass a law that puts consumers first by requiring mandatory GMO labeling across the country, eliminating confusion and establishing one national standard.

Polls consistently show that there is overwhelming support for clearly labeling foods that have been genetically modified or contain GMO ingredients. In a 2012 survey by the Mellman Group, 89% were in favor of labeling with 77% saying they “strongly” prefer GMO labeling. That same survey also showed strong bipartisan support for GMO labeling with huge majorities of Democrats (85%), independents (93%), and Republicans (88%) all in favor.

While Congress has been stuck in neutral, states have stepped up and passed laws that give the power back to consumers. In 2014, Vermont became the first state to require mandatory GMO labeling. Connecticut and Maine have both passed laws to require labeling and more than a dozen other states are considering similar oversight, including Massachusetts. What’s more, 64 other countries have GMO labeling, including Brazil whose consumption patterns are similar to those in the United States.

Supporters of the bill claim that GMO labeling will increase food prices. While plenty of things impact the prices we pay at the grocery store — including transportation costs and ingredient costs — GMO labeling is not one of them. In study after study, we have seen that a simple GMO disclaimer on food packaging will not increase prices.

Food companies change their labels all the time to make new claims, and all food companies will soon have to change their labels to make important changes to the Nutrition Fact Panel. Adding a few words to the back of the food package about genetic engineering will not have any impact of the cost of making food.

Opponents of updating food labeling made the same bogus arguments when they fought nutrition labeling in the 1980s. Back then, they claimed that disclosing the presence of calories, salt, fat, and sugar would require costly reformulations. But those much more significant changes to foods labels — adding the Nutrition Facts Panel and including more information about ingredients — didn’t change the price of food at all.

Americans want more information, not less. What we need is one law that makes GMO labeling mandatory across the country and establishes a single national standard that eliminates confusion and puts consumers in charge.

This debate isn’t about the safety of GMOs. It’s about consumers’ right to know what’s in the food they put on their tables. We ought to give them that right.

Jim McGovern is a U.S. representative from Massachusetts. Chellie Pingree is a U.S. representative from Maine.

Columns Sections

Business Law: Marking a Milestone

By OLGA M. SERAFIMOVA, Esq.

Olga Serafimova

Olga Serafimova


July 26 marked the 25th anniversary of the passage of the Americans with Disabilities Act (ADA) — landmark legislation that created rights for individuals with physical and mental disabilities in employment, government facilities and services, places of public accommodations, telecommunications, and transportation.

In recent years, employers have seen a significant increase in discrimination litigation under the ADA and its state law counterpart, M.G.L. c. 151B. According to the Equal Employment Opportunity Commission (EEOC), the federal agency responsible for the enforcement of the ADA’s employment provisions, over the past 10 years there has been a fast and steady increase in the number of charges filed with the EEOC premised on disability discrimination, from about 19% of all charges in 2004 to almost 29% by 2014. This increase is particularly noticeable since the 2008 amendments to the ADA went into effect, which significantly expanded the medical conditions that qualify as disability for purposes of the act.

The same bears true with regard to complaints filed before the Mass. Commission Against Discrimination (MCAD), the agency that enforces c. 151B. Specifically, since at least 2008, disability discrimination claims have been present in approximately one third of all complaints filed with the MCAD, resulting in more than 1,000 disability complaints each year. For example, last year, of the 3,127 complaints filed with the MCAD statewide, 1,187 contained at least one count of disability discrimination.

Given these statistics, it is absolutely crucial for businesses to be familiar with the responsibilities imposed upon them by the state and federal disability anti-discrimination statutes.

In the employment context, there are four types of possible disability discrimination claims: (1) disparate treatment; (2) failure to accommodate; (3) hostile work environment; and (4) retaliation.

A disparate-treatment claim alleges that a disabled person is treated differently (less favorably) than non-disabled co-workers solely because of the person’s disability. The difference in treatment does not have to come from a malicious place to be unlawful and may constitute a less-obvious omission, such as the failure to consider someone for a promotion or to offer training necessary for advancement.

Disparate treatment claims are most often brought by employees who are currently suffering from a serious physical or mental impairment. In addition to apparent disabilities, such as an inability to see, hear, speak, or walk, employees with latent physical afflictions, such as diabetes, disc herniation, cancer, and HIV/AIDS, may also be covered. Employees diagnosed with a wide spectrum of mental disabilities may also be protected, including, for instance, major depression, ADHD, and bipolar disorder.

Many employers are unaware of the fact that disability-discrimination claims may also be brought by employees who are not currently disabled. Specifically, a disparate-treatment claim may be brought by an employee with a past history of a serious medical impairment, as well as by a healthy employee who, for one reason or another, may be perceived by his or her employer as disabled.

Also, under what is known as “associational discrimination,” an employee who is closely associated with a disabled individual, such as a spouse or a child, is likewise protected from discrimination.

The second type of disability discrimination — failure to accommodate — is perhaps the most complicated area of the law. Employers must provide reasonable accommodations to employees who are actually disabled. The most important thing for employers to know is that, once a request for an accommodation is made or the need for one becomes apparent, an employer must engage with the employee in what is called the “interactive process.”

This process can be as simple as a conversation aimed at finding out what accommodation is necessary and sufficient to permit the employee to perform the essential functions of his or her job. Employers should also keep in mind that taking too long to engage in this process or to grant a request for a reasonable accommodation can likewise lead to litigation and result in liability. Lastly, while there is an exception for requests that would put an undue financial burden on the employer, this standard is very hard to meet, and so the exception should rarely be relied upon.

As suggested by its name, a hostile-work-environment claim alleges that an employee who is disabled is subjected to an abusive work environment by others in the workplace. The law prohibits speech or conduct that is severe or pervasive and not merely unpleasant or uncivil. Nevertheless, employers are well advised to take all complaints of harassment seriously in order to reduce the risk of litigation.

Lastly, in retaliation claims, employees most often allege that they were fired in retaliation for either requesting a reasonable accommodation or speaking up about what they believe to be discrimination. Employers should know that conduct short of a termination, such as a reduction in hours or a change in shifts, may also result in litigation if perceived by the employee as retaliatory.

One way employers can reduce their risk of litigation is to have a well-trained management team. Supervisors need to know how to recognize requests for accommodations and how to handle complaints of harassment. Good documentation is also crucial. Oftentimes, employers find themselves defending against a disparate treatment or retaliation claim after taking well-deserved disciplinary action towards an employee. In these situations, a written record of poor performance, attendance, or other employment issues and a documented consistency in application of policies will make all the difference.

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 Mass. Supplier Diversity Office, the National Association of Minority and Women Owned Law Firms, and the Women’s Business Enterprise National Council; (413) 586-2288; [email protected]

Briefcase Departments

Meehan Praises UMass Transparency Measure in New State Budget
BOSTON — The new state budget will allow UMass to bring a key business practice into the national mainstream, and dramatically advances the cause of “straightforwardness and transparency” in billing, UMass President Marty Meehan said Friday. The fiscal year 2016 budget signed into law by Gov. Charlie Baker will allow UMass, as of 2016-2017, to retain the tuition paid by resident undergraduate students, rather than passing those funds along to the state. “I am pleased that the governor signed what the Legislature sent to him and that the reform UMass has sought for more than two decades has become law. This is a victory for students, for UMass and for transparency,” Meehan said. At the same time, Meehan said he was disappointed by a veto that reduced funding for the five-campus UMass system from the $531.8 million approved by a House-Senate conference committee to $526.6 million. “This veto presents challenges that we must now assess as we pursue our overarching goals of building quality, while at the same time protecting the university’s long-term fiscal stability,” Meehan said. In allowing UMass to retain tuition payments, the budget brings Massachusetts in line with virtually every state in the nation. In recent years, UMass was given the authority to retain the tuition paid by out-of-state students, but had been unable to extend the practice to resident undergraduate students until now. The new policy, which will not take effect until next year, is responsive to calls from state and federal officials for greater transparency and accountability in higher education.

Report: Massachusetts Economy on the Upswing
BOSTON — In a number of important respects, the Massachusetts economy is experiencing its strongest expansion since the heady days of the late 1990s, according to the editorial board of MassBenchmarks. As the board anticipated, this year’s severe winter weather had only a transitory, and ultimately minor, impact on economic conditions in the Bay State. Employment and the labor force are growing strongly, and payroll survey shows consistent and strong growth in employment. And gross state product growth, as estimated by the MassBenchmarks Current Economic Index (CEI), continues to outpace that of the nation. Once again, the state’s knowledge-intensive sectors are its primary growth drivers. Industrially, the expansion is being led by the dynamic professional, scientific, and technical services sector, which includes architectural, engineering, and specialized design services; computer services; computer-systems design; consulting services; research services; and other related services. Employment in software development is also growing strongly. These sectors rely heavily upon the Commonwealth’s highly educated work force, which remains in high demand, as reflected by the fact that college-educated workers continue to have the lowest unemployment rate among all socioeconomic groups in the state. While conditions for less well-educated workers have improved, unemployment and underemployment rates in many communities remain troublingly high. Economic growth continues to be disproportionately concentrated in the Greater Boston region and within the Route 495 belt. While there are notable exceptions to this pattern of imbalanced growth, including the cities of Lowell and Worcester, conditions in regions outside of the Greater Boston region are improving, but their economic performance continues to lag. Notwithstanding the solid performance of the Massachusetts economy, there are a number of short- and long-term threats to growth that could serve to slow and in some cases derail the Commonwealth’s expansion. Growth pressures in the immediate Greater Boston region are placing increased stress on the state’s transportation infrastructure, which this past winter’s severe weather revealed to be in serious need of attention and investment. These same growth pressures, along with inadequate housing production, are fueling rapidly rising home prices throughout Eastern Massachusetts. While this is good news for incumbent homeowners, it puts upward pressure on the cost of living, making it more difficult for the Greater Boston region to attract the highly educated workers it needs to meet the needs of growing knowledge-intensive organizations. And the state’s high electricity prices, which have risen in every corner of the state, are beginning to limit economic growth in regions that are sorely in need of more economic opportunities. In Berkshire, Franklin, and Hampshire counties, new natural-gas hookups have been suspended, which is directly constraining business expansions in Western Massachusetts. Additionally, the relatively slow growth of the global economy and considerable economic and geopolitical uncertainty continue to weigh heavily on the economic outlook for the nation and the Commonwealth. Greece and Puerto Rico appear to be headed for sovereign debt defaults, with highly uncertain impacts for Europe and North America. Critically important trading partners in Asia, including China and Japan, continue to face serious economic challenges. And the Middle East and Eastern Europe remain politically volatile. Going forward, while the Commonwealth’s leaders have little control over what happens internationally, it is well within their power to tackle the challenges presented by aging infrastructure and imbalanced growth patterns, MassBenchmark’s board notes. Toward this end, policies that improve the state’s transportation systems, both within Greater Boston and beyond, and extend educational and economic opportunities to more people and regions that have yet to experience the full benefits of the current economic expansion, should be priorities going forward.

REB Receives Grant from PeoplesBank to Support Talk/Read/Succeed Program
SPRINGFIELD — The Regional Employment Board of Hampden County, Inc. (REB) has received a $2,500 grant award from PeoplesBank to support the work of the Talk/Read/ Succeed (TRS) program. Talk/Read/Succeed is a place-based holistic program and currently serves 150 low- to moderate-income families at two Springfield Housing Authority (SHA) developments in Springfield. The goal of TRS is to have all children enter kindergarten ready to learn and go on to read proficiently by 4th grade. The $2,500 grant award is part of PeoplesBank’s Community Care Program and will be used to support parent education programs at the SHA sites that will focus on how to support children in reaching critical developmental milestones, family health and wellness, adult education and career exploration, and financial literacy. In announcing the award, Susan B. Wilson, first vice president of PeoplesBank said, “at PeoplesBank, we welcome the opportunity to help others. As part of your community, we take an active interest in supporting programs that promote academic excellence for our youth.” David M. Cruise, president & CEO of the REB indicated that, “this award from PeoplesBank allows the REB and its partners to strengthen our parenting education and school engagement programming to support parents as active partners in our work to accelerate student achievement.” William H. Abrashkin, Executive Director of the SHA said “Building community support is vital to the success of Talk/Read/Succeed and its families and children. In particular, it is so important that PeoplesBank, a key member of the business community, has chosen to provide its support. We all know that without an educated workforce, businesses cannot grow and create wealth, and the most effective way to create an educated workforce is to reach families when their children are very young to help ensure that the children are brought up with positive values, including a love of reading, learning, and achievement. That is what TRS is all about, making this a win-win for both the business community and the families we serve.”

Court Dockets Departments

The following is a compilation of recent lawsuits involving area businesses and organizations. These are strictly allegations that have yet to be proven in a court of law. Readers are advised to contact the parties listed, or the court, for more information concerning the individual claims.

HAMPDEN SUPERIOR COURT
Agawam Funeral Home Inc. v. Curran-Jones Inc. and Vincent Govoni
Allegation: Breach of non-compete agreement: $25,000
Filed: 5/4/15

Foster Company Inc. v. American Eagle Construction, LLC
Allegation: Failure to pay for costs of labor and materials provided for office renovation: $29,398.10
Filed: 5/18/15

New England Practice Management Inc. and Healthcare Management Inc. v. Southern New England Primary Care, P.C., Western Mass Primary Care, P.C., and Frank J. Stirlacci, M.D.
Allegation: Breach of contract for medical billing and claims processing services and unfair and deceptive trade practices: $231,197.42
Filed: 5/1/15

HAMPSHIRE SUPERIOR COURT
Janice E. Boudreau v. Belchertown Day School and Patricia Bruni
Allegation: Employment discrimination: $83,776.80
Filed: 5/5/15

Jean Bouthiller d/b/a All Custom Masonry v. James J. Welch & Co. Inc. and Cottage Square Apartments, L.P.
Allegation: Non-payment of goods sold and delivered: $74,667.78
Filed: 5/8/15

NORTHAMPTON DISTRICT COURT
Maple Street Condominium LLC v. Academic and Behavioral Clinic Inc.
Allegation: Breach of lease agreement: $36,173.30
Filed: 5/28/15

Timepayment Corporation v. Topitz, LLC and Michael Pinard
Allegation: Breach of lease agreement: $8,005.49
Filed: 6/19/15

PALMER DISTRICT COURT
Kim A. Mongeau Ring v. Dave’s Soda & Pet City
Allegation: Negligent placement of display rack causing injury: $5,000
Filed: 6/16/15

SPRINGFIELD DISTRICT COURT
Hailey Martin, ppa Alyssa Reyes v. The Arbor Kids, LLC
Allegation: Minor plaintiff fell from a rock wall structure at the defendant’s daycare and sustained injury: $23,172.50
Filed: 6/1/15

Michael and Kathi Donahue v. Enduris Inc. and J.R. Kakley and Son Inc.
Allegation: Negligence causing property damage and breach of contract: $14,000
Filed: 5/22/15

Pride Convenience Inc. v. Witconn Enterprises, LLC d/b/a Concord Transportation and Richard Connery and Karen Whitney
Allegation: Non-payment of goods sold and delivered: $5,184.62
Filed: 5/7/15

WESTFIELD DISTRICT COURT
Richard Roy and Ma Fe Roy v. CVS Pharmacy
Allegation: Negligent dispensing of prescription causing illness and emotional distress: $2,363.50
Filed: 6/26/15

Daily News

SPRINGFIELD — Skoler, Abbott & Presser, P.C., a labor and employment law firm serving employers in the Greater Springfield area, announced that attorney John S. Gannon will participate in the 2015 Employment Association of the NorthEast (EANE) Compensation and Benefits Conference. The one-day conference will take place July 22 at the Publick House in Sturbridge from 8 a.m. to 4 p.m., and will feature the latest compliance issues and total rewards strategies from presenters. Gannon will be representing the firm at the event, and will review proposed Fair Labor Standards Act (FLSA) regulations impacting pay exemptions in a session titled, FLSA — Raising the Bar for Employee Exemption – How Will it Affect Your Organization? from 12:45 to 1:30 p.m. The conference brings together experts to share their knowledge and acumen in a day that combines plenary and breakout sessions with case studies, discussions and networking. This year’s event will focus on the challenges of attracting, retaining and engaging talent, which remain a constant for compensation and benefits professionals. The FLSA prescribes standards for the basic minimum wage and overtime pay, which affects most private and public employment. It requires employers to pay covered employees who are not otherwise exempt at least the federal minimum wage and overtime pay if they work more than 40 hours in a workweek. The act is administered by the Employment Standards Administration’s Wage and Hour Division within the U.S. Department of Labor (DOL). The DOL has just announced pending revisions to the governing regulations that would vastly increase the number of non-exempt workers in the American workforce, beginning in the spring of 2016. “Complex government regulations are increasingly adding to the challenge of compliance and risk management in the workplace. This conference will provide attendees with the insight needed to meet these new and ongoing challenges,” said Gannon. The conference will highlight:
• Possible FLSA government regulations impacting pay exemptions;
• Affordable Care Act (ACA) regulations impacting health care benefits;
• How to prepare for DOL audits;
• Performance reviews… to do or not to do?; and
• Why you need a pay design strategy.

The cost for to attend the conference is $285 per participant, or $255 per participant for three or more. To register, visit eane.org.

Daily News

BOSTON — The new state budget will allow the University of Massachusetts to bring a key business practice into the national mainstream, and dramatically advances the cause of “straightforwardness and transparency” in billing, UMass President Marty Meehan said Friday. The fiscal year 2016 budget signed into law by Gov. Charlie Baker will allow UMass, as of 2016-2017, to retain the tuition paid by resident undergraduate students, rather than passing those funds along to the state. “I am pleased that the governor signed what the Legislature sent to him and that the reform UMass has sought for more than two decades has become law. This is a victory for students, for UMass and for transparency,” Meehan said. At the same time, Meehan said he was disappointed by a veto that reduced funding for the five-campus UMass system from the $531.8 million approved by a House-Senate conference committee to $526.6 million. “This veto presents challenges that we must now assess as we pursue our overarching goals of building quality, while at the same time protecting the university’s long-term fiscal stability,” Meehan said. In allowing UMass to retain tuition payments, the budget brings Massachusetts in line with virtually every state in the nation. In recent years, UMass was given the authority to retain the tuition paid by out-of-state students, but had been unable to extend the practice to resident undergraduate students until now. The new policy, which will not take effect until next year, is responsive to calls from state and federal officials for greater transparency and accountability in higher education. The tuition-retention model approved by the governor and the Legislature was endorsed by the Higher Education Finance Commission and the Mass. Taxpayers Foundation, and was recommended by the Saxon Commission when it created the blueprint for the five-campus UMass system in 1989.

Daily News

HADLEY — The Greater Northampton, Amherst Area, and Greater Easthampton chambers of commerce will host an informational session on the earned-sick-time law, presented by the Mass. Attorney General’s Office, on Thursday, Aug. 6 at the Hadley Farms Meeting House.

The session, one of several offered statewide and online, aims to educate employers and employees about the new law, which went into effect July 1. It will offer guidance on implementation, explain employers’ and employees’ rights and responsibilities, and provide opportunities to get specific questions answered.

The earned-sick-time law was approved by voters on Nov. 4, 2014 and entitles employees in Massachusetts to earn and use up to 40 hours of sick time under certain conditions. The attorney general enforces this law and also wrote and published final regulations to clarify practices and policies in its administration. More information, including the final regulations and sample documents, may be found at www.mass.gov/ago/earnedsicktime.

The information session is expected to last two hours, including time for questions and answers. Questions regarding these information sessions and the earned-sick-time law may be directed to Morgan Callahan at [email protected] or (617) 963-2024.

Columns Sections
The Tax Rules of the Road Are Different for Each Category

By TERRI JUDYCKI

Terri Judycki, CPA, MST

Terri Judycki, CPA, MST

The decision to purchase a second home can be based on many factors — an investment opportunity, a favorite vacation spot, or a desirable residence for future retirement, to name just a few.

Many decide to rent the home in order to offset some of the ownership and maintenance costs. It is important to understand the tax consequences that result from mixed personal/rental use of the property. 

Depending on usage, a property with mixed use can be categorized as one of the following:

• Personal residence, if rented out for fewer than 15 days during the year;
• Vacation home, if rented out for more than 14 days and if personal use exceeds the greater of 14 days or 10% of the days rented; or
• Rental property, if personal use does not exceed the greater of 14 days or 10% of the days rented. 

It is important to note that a property can be categorized differently from one year to the next. 

A personal residence that is used for personal purposes for more than 14 days but rented for fewer than 15 days is treated as solely a personal residence. The income is not taxable, and expenses are not deductible, other than the taxes and qualified residence interest that may be deductible on Schedule A.

If the property is rented for more than 14 days and personal use exceeds the greater of 14 days or 10% of the rental days, rental income and allocable expenses are reported on Schedule E. Deductions (other than taxes and qualified residence interest) are limited to rental income, and ordering rules apply to determine which expenses are allowable.

Gross rental receipts are reduced by costs to obtain tenants, such as commissions and advertising. Expenses are then allocated between personal and rental days. For example, if the property is rented for 75 days and used personally for 25 days, then one-quarter of the expenses are personal and three-quarters are deductible as rental expenses. The expenses allocated to rental use are considered in the following order: (1) expenses that are deductible whether or not the property is rented, such as taxes and qualified residence interest; (2) operating expenses, other than depreciation; and (3) depreciation.

Expenses in the second and third categories may not create a loss. Any such expenses disallowed due to the income limitation may be carried forward to future years until there is sufficient rental income. The taxes and qualified residence interest allocated to personal use are deductible on Schedule A, subject to limits. Note that there is a conflict between the IRS and the Tax Court concerning the proper allocation of taxes and interest. Because taxes and interest are incurred regardless of use, the Tax Court has allowed taxpayers to pro-rate those expenses over the entire year.

Property that is rented and has personal use that does not exceed the greater of 14 days or 10% of the days rented is not considered a residence under tax rules; it is considered rental property. While expenses must still be allocated between personal and rental days, there are no ordering rules for expenses, and expenses are not limited to income. Passive-activity-loss rules may limit the use of any loss for a particular tax year.

The taxes attributed to personal use may still be deducted on Schedule A, but the portion of mortgage interest allocated to personal use may not be deducted on Schedule A, because the property is not considered a residence. This may be a tax trap, depending on the size of the mortgage. If the interest allocated to personal use is significant, it may be beneficial to use the property personally for more than the greater of 14 days or 10% of the rental days. 

Because tax treatment depends on the mix of personal and rental use, it is important to understand how tax law defines ‘personal use.’ In determining personal use, in addition to the days of use by the owner, days used or rented by anyone at less than fair rental must be included. Rental to a family member, even at fair rental, is considered personal use unless the property was used as the family member’s principal residence. Days the taxpayer spends repairing and maintaining the property on a full-time basis are not counted as days of personal use. 

Timeshare units have additional complications. Personal use by other owners, such as other timeshare owners, is included in determining the extent of personal use. This rule makes it almost certain that timeshares will never be considered rental property.

Personal usage by all the unit owners will almost always be sufficient to cause all the owners to be subject to vacation home rules and limitations. Also, in order to qualify for as a residence with fewer than 15 days rent, the rental days for all the unit owners must be fewer than 15 days, again making it almost impossible to qualify for that exception.

However, in determining whether the mortgage interest can be deducted as qualified residence interest, the taxpayer need only determine whether his or her personal use exceeds the greater of 14 days or 10% of the individual owner’s rental days. Due to a special rule governing mortgage-interest deductions, if the unit is not rented at all, the mortgage interest may be deductible on Schedule A, provided all the other requirements are met. 

While an owner’s use of property is normally driven by non-tax considerations, it is important to understand how choices will affect tax consequences. Because each taxpayer’s situation is different, determining how changes in use will affect taxes requires individual analysis.

If you have questions regarding the status of your second home or are planning to purchase a second home that may see mixed use, be sure to speak with your tax professional.


Terri Judycki, CPA is a tax senior manager with the Holyoke-based public accounting firm Meyers Brothers Kalicka, P.C.; (413) 322-3510; [email protected]

Chamber Corners Departments

AFFILIATED CHAMBERS OF COMMERCE OF GREATER SPRINGFIELD
www.myonlinechamber.com
(413) 787-1555
 
• July 13: 2015 ACCGS Golf Tournament, 11 a.m. to 7 p.m., at the Ranch Golf Club in Southwick. Schedule: 11 a.m. to noon: registration/practice, course-side lunch; 12:30 p.m.: shotgun scramble; 6 p.m.: reception/dinner buffet. Event sponsors: Robinson Donovan, P.C., TSM Design Inc., Western New England University, Berkshire Bank, and Hampton Inn Chicopee/Springfield. Lunch reception sponsor: MassMutual Center. Birdie sponsors: Barr & Barr Inc., Florence Savings Bank West Springfield Loan Center, HealthSouth Rehabilitation, Frank Webb’s Bath Center, Bacon Wilson, P.C., Insurance Center of New England, and Vanasse Hangen Brustlin Inc. Putting contest sponsor: Chicopee Savings Bank. Cost: Foursome supporter: $600; individual supporter: $150. To register or for more information, contact Sarah Mazzaferro at (413) 755-1313 or [email protected].
 
AMHERST AREA CHAMBER OF COMMERCE
www.amherstarea.com
(413) 253-0700
  
• July 20: Amherst Area Chamber of Commerce 12th Annual Golf Tournament, 10:30 a.m. at Hickory Ridge Golf Course, Pomeroy Lane, Amherst. Registration and lunch: 10:30 a.m. to noon; shotgun start at noon; social hour and cash bar, 5 p.m.; dinner, awards ceremony, and auction, 6 p.m. Hole-in-one, longest-drive, and closest-to-the-pin contests. Presented by Hampshire Hospitality Group. Co-scholarship sponsor: Cooley Dickinson Hospital. Gold sponsor: Applied Mortgage Services. Silver sponsors: Encharter Insurance, J.F. Conlon & Associates, Health Services Administrators. Dinner sponsor: Fallon Health. Lunch sponsor: Davis Financial Group. Bronze sponsor: Steve Lewis Subaru. Media sponsor: Daily Hampshire Gazette. Major gift sponsor: New England Promotional Marketing. Carts sponsor: Robert Stern Financial Services. Water sponsor: Atkins Farms Country market. Ice cream sponsor: Flayvors of Cook Farm. Towel sponsor: Hampshire College. Tee box and contest sponsors: men’s longest drive, Jones Group Realtors; women’s longest drive, Edward Jones, Tom McRae. Cost: $125 per golfer; $500 per foursome.
• Aug. 12: Chamber After 5 Lady Bea Riverboat Cruise, 5-7 p.m., at Brunelle’s Marina, 1 Alvord St., South Hadley. The Lady Bea features both inside seating and outside sun decks that attendees can explore while spending a wonderful evening on the Connecticut River. Sponsored by Alden Credit Union. Cost: $25 for members, $30 for guests.
 
GREATER CHICOPEE CHAMBER OF COMMERCE
www.chicopeechamber.org
(413) 594-2101
 
• July 22: Summer Sizzle, 4:30-7 p.m., at Elms College Quad, 291 Springfield Street, Chicopee. Rain date is July 23. Menu: strawberry salad, BBQ baked beans, steakhouse potatoes, coleslaw, biscuits with honey butter, BBQ chicken breast, pulled pork, corn on the cob, cookies, assorted soft drinks. Dunk tank, minute-to-win-it games, and more. Cost: $35, which includes food, drink ticket, and games.
• Aug. 20: Mornings with the Mayor, 8-9 a.m., at Porter & Chester Institute 134 Dulong Circle, Chicopee. Coffee and light refreshments will be served while Mayor Richard Kos provides updates about what’s happening in Chicopee and other topics that impact the Greater Chicopee area. Submit questions by Aug. 17 to [email protected]. This event is for chamber members only and is free, but registration is required.
 
GREATER EASTHAMPTON CHAMBER OF COMMERCE

www.easthamptonchamber.org
(413) 527-9414
 
• July 13: Monday Morning with the Mayor, 8-9 a.m., at Strong Bus Corp., 40 O’Neil St., Easthampton. This event is free and open to the public.
• July 31: 31st Annual Golf Tournament, 9 a.m. to 4:30 p.m., at Southampton Country Club, 329 College Highway, Southampton. Features prizes, contests, and raffles. Sponsored by A-Z Storage and Properties and Easthampton Savings Bank. Sponsorship opportunities still available. Cost: $110 if registered and paid by July 4, $125 after July 4. Payment due by July 17. Pricing includes cart, gift, lunch, and dinner.
• Aug. 10: Monday Morning with the Mayor, 8-9 a.m., at A-Z Storage & Properties, 165 Northampton St., Easthampton. This is your opportunity to bring your questions to Mayor Karen Cadieux for casual conversation and direct answers. This event is free and open to the public.
Aug. 13: Networking by Night, 5-7 p.m., at Freedom Credit Union, 422B Main St., Easthampton. Join us along with our hosts, Freedom Credit Union and Wireless Zone of Easthampton, for a night of networking. Cost: $10 for members, $15 for non-members.

GREATER HOLYOKE CHAMBER OF COMMERCE
www.holycham.com
(413) 534-3376
 
• July 15: Chamber After Hours, 5-7 p.m. Sponsored and hosted by Providence Place at Ingleside, 5 Gamelin St., Holyoke. Discover the beauty of Providence Place at Ingleside. Mix and mingle with friends and colleagues. Refreshments, door prizes, and 50/50 raffle. Cost: $10 for members, $15 for non-members and walk-ins.
 
GREATER NORTHAMPTON CHAMBER OF COMMERCE
www.explorenorthampton.com
(413) 584-1900
 
• July 14: 2015 Seminar: “What Employers Need to Know About the New Sick-leave Law,” 4-5 p.m., location to be announced. Presented by attorney James Winston. This talk will center on how new regulations will affect employers, and what employers need to do so that they will not run afoul of the new law. It is important for all employers to understand their obligations, even if they have fewer than 11 employees. The presenter will also discuss various hypothetical situations under the new sick-leave law. Pre-registration is required, as space is limited. To register or for more information, e-mail [email protected].
 
GREATER WESTFIELD CHAMBER OF COMMERCE
www.westfieldbiz.org
(413) 568-1618
 
• Sept. 9: September After 5 Connection, 5-7 p.m., at Tekoa Country Club, 459 Russell Road, Westfield. Refreshments will be served. Bring your business cards and make connections. Cost: $10 for members, $15 cash for non-members. To register, call Pam at the chamber office at (413) 568-1618.
 
WEST OF THE RIVER CHAMBER OF COMMERCE
www.ourwrc.com
(413) 426-3880
 
• Aug. 17: West of the River Chamber of Commerce Annual Golf Tournament, at The Ranch in Southwick. Schedule: 11:30 a.m., registration; noon, lunch; 1 p.m., shotgun start, scramble format. Cost: $125 for golf and dinner. For more information and for tickets, contact the chamber office at (413) 426-3880 or [email protected].

Court Dockets Departments

The following is a compilation of recent lawsuits involving area businesses and organizations. These are strictly allegations that have yet to be proven in a court of law. Readers are advised to contact the parties listed, or the court, for more information concerning the individual claims.

HAMPDEN SUPERIOR COURT
Belmont Laundry Inc. v. DEE Services Inc. of Springfield
Allegation: Breach of contract for uniform rental: $32,250.58
Filed: 6/1/15

Central New England Agricultural Services Inc. v. J. Calabrese, LLC and Joseph T. Calabrese
Allegation: Breach of lease agreement: $25,625
Filed: 6/3/15

U.S. Fluids Inc. v. Connecticut Safety and Maintenance, LLC
Allegation: Breach of contract when goods paid for were not delivered: $10,000
Filed: 5/26/15

HAMPSHIRE SUPERIOR COURT
Fillion’s Landscaping Inc. v. Ford Motor Co.
Allegation: Breach of contract: $25,000+
Filed: 4/21/15

Gary Mallows v. Hub International New England, LLC
Allegation: Breach of contract: $40,000
Filed: 6/16/15

Laurie McGuire v. Berkel Inc.
Allegation: Product liability: $77,261
Filed: 6/2/15

NORTHAMPTON DISTRICT COURT
Bernard P. Gawle and Julia A. Gawle v. Michael F. Pinard d/b/a Topitz
Allegation: Breach of lease agreement: $9,664
Filed: 6/19/15

PALMER DISTRICT COURT
Jamy Lazarick v. Hulmes Transportation Services, American International Group, and James Fateau
Allegation: Fateau, while driving a vehicle in the employment of Hulmes, ran over the plaintiff’s foot and left the scene of the accident: $3,461.03
Filed: 6/12/15

Tara Lavertue v. Gil’s Gym & Racquet Health Club d/b/a All Day All Night Fitness
Allegation: Defendant refused to cancel health membership and improperly collected monthly payment: $502
Filed: 6/9/15

SPRINGFIELD DISTRICT COURT
Helen Skelton, as POA for Anastasia Skelton v. Extremely Clean Energy, LLC a/k/a Extremely Clean 2
Allegation: Breach of contract for repairs and renovations to residential property: $20,000
Filed: 4/29/15

J & E Roof Systems v. Craig McCarthy d/b/a Quality Renovations
Allegation: Monies due in previous judgment: $7,248.23

Perkins Paper, LLC v. Diamond Gourmet Meat and Deli, LLC
Allegation: Non-payment of goods sold and delivered: $2,002.66
Filed: 5/11/15

WESTFIELD DISTRICT COURT
Westfield Bank v. Susanne C. McLean d/b/a Northeastern Transport
Allegation: Breach of security agreement for car loan: $14,216.80
Filed: 6/22/15

Luxury Living Sections
Demand for High-end, Custom Homes Grows as Economy Improves

From left, Jason Pecoy, Kent Pecoy, and Suzanne Clarke

From left, Jason Pecoy, Kent Pecoy, and Suzanne Clarke say outdoor living space has become a key component of luxury homes.

Think about a beautiful marble or tiled shower with multiple showerheads that pulse and even give off steam in a state-of-the-art bathroom that glows with warmth from a gas-burning fireplace.

Imagine a pool cabana that resembles a small but stately home and is fronted by fluted columns and floor-to-ceiling windows with a kitchen and bar inside. Or a four-season room with glass walls that open onto a gorgeous patio that extends the home’s living space into the outdoors.

These areas exist locally in luxury homes where every feature is designed to please the most discriminating buyer. The demand for them is growing, and local builders who specialize in this niche market report that they have a substantial number of projects underway or planned for the near future.

“The market is doing well, and the luxury-building market is in full recovery mode,” said Richard McCullough, president of Richard A. McCullough Inc. in Longmeadow, who finished his term as president of the Homebuilders and Remodelers Assoc. of Western Mass. “It took a while for things to improve after the recession, but it’s a different feeling today when I pick up the phone; it’s no longer surprising when someone says they have a lot and want to build a luxury home on it.”

Laplante Construction Inc. in East Longmeadow, which is known for custom-designed homes, has been busy for the past four or five years. It diversified into the remodeling industry long before the economy went into a downward spiral and has steadily built that business, said Raymond Laplante, who founded the company and does most of the design work. “We’ve been doing whole-house teardowns and rebuilds, and are putting up large contract homes today.”

But styles, as well as the size of custom-built homes, have changed dramatically in recent years, and today’s wish lists reflect a desire to save energy and utilize every square foot of space.

“Luxury doesn’t mean large,” said Kent Pecoy, president and founder of Pecoy Signature Homes and the Pecoy Companies in West Springfield. “In the past, luxury homes were usually about 7,000 square feet. Today, they are much smaller — 4,000 to 5,000 square feet — but still have the same appointments: beautiful kitchens, spacious family rooms, built-ins, custom finishes, and swimming pools.

“We’re putting a lot of emphasis on outdoor living, with covered porches, outdoor kitchens, built-in grills, and fireplaces, and are making much better use of basements,” he went on. “Some even have kitchenettes that lead outside to the pool.”

McCullough agrees. “In the ’80s, luxury homes were all about size. Bigger was better, and it was taken to the extreme. Most homes had massive, two-story foyers,” he told BusinessWest.

But that hearkens to a bygone era. Formal living rooms have become passé, and formal dining rooms are not important to most buyers.

“Space that would have been used for a living room in the past is being turned into studies or casual conversation areas,” Pecoy said. “People tell us they want space they can use every day or for more than one purpose, such as a sunroom that doubles as an eating area. As a result, what we’re building is very different than what we built five years ago, and completely different than 10 years ago.”

Lots are also much smaller and closer to workplaces. “In the past, people wanted a lot of land, but now they are happy with an acre or even a half-acre,” Pecoy said. “They don’t want to be way out in the country, so the lots they choose are closer to the center of town. They want convenient commutes; they want to be able to enjoy area restaurants and shopping without having to drive long distances to get there.”

Entertaining has become an important part of many peoples’ lifestyles, and to accommodate that, luxury homes typically have open-concept floor plans that contain a spacious, state-of-the-art kitchen, adjoining family room, and an area that opens into the backyard.

“People don’t want to waste space, so layouts are efficient,” Laplante said, adding that outdoor living plays a key role in design, and his company is building a large number of spacious cabanas, outdoor fireplaces, and kitchens.

Return to Health

The size of luxury homes has gone up and down as quickly as the economy over the past decade or two, and Pecoy said the upward spiral began after 9/11.

“People didn’t want to travel, and since they decided not to buy vacation homes and were going to stay home, they wanted bigger houses. We had built good-sized homes prior to that event, but not nearly as large as the ones that were built for a few years after.”

Richard McCullough

Richard McCullough says foam insulation and geothermal heating and cooling are popular options in newer luxury homes.

The belief that bigger was better continued until the economy tanked and homebuilding almost came to a halt. Some builders, including Pecoy, had branched out years before, so they still had plenty of work, but although that wasn’t true for everyone, McCullough said, companies with long histories didn’t despair. “Everyone in the industry who has been through this once or twice had a measured amount of optimism,” he explained. “And things are good right now, although that could change because we don’t know what could occur in this geopolitical environment.”

Still, local luxury homebuilders are busy again. McCullough is about to start his fourth home in a development he created in Somers, Conn. called Bridal Path Ridge, and is working on a large addition to a custom-built home there.

“The owners are putting on a new wing with a second family room, office, screened-in porch, pool, hot tub, and outside kitchen area,” he said, noting that he believes many people who could afford to remodel held back while the economy was in a state of flux. “A lot of money sat on the sidelines, but now it is being reintroduced into the market. The fear has faded, and builders are benefiting.”

Jason Pecoy said the demand for screened-in porches, four-season rooms, and covered patios is on the rise. “We just put a roof over a patio in Longmeadow with stone seating walls around it,” said the vice president of the Pecoy Companies and son of Kent.

Efficient use of space even extends into the bathroom, and whirlpool tubs that were rarely used have lost their appeal, while free-standing and claw-footed tubs have made a comeback. In addition, demand for oversized tile or marble showers has heated up.

McCullough said most of the luxury homes he builds today are under 4,000 square feet, and the majority of the space, or about 2,800 square feet, is on the first floor, especially if the home is being built for professionals approaching retirement age who want their master bedroom downstairs, but need bedrooms for visiting children and grandchildren upstairs.

In addition, a growing number of older adults are adding luxurious in-law apartments to their homes, then selling the homes to their children. “There is a big push for these apartments. But people want all the amenities available, and that includes an open floor plan,” Laplante said, adding that he has built in-law apartments that range in size from 1,200 to 1,600 square feet.

The second-home market is also beginning to gain strength.

“We just acquired four acre-plus lots in West Dennis across from the beach and are about to start building a 4,200-square-foot spec home there,” said Suzanne Clarke, director of sales and marketing for the Pecoy Companies. “And we just finished a 3,000-square-foot luxury home in West Dennis that has a beachy feel, with beautiful trimwork, built-in bunk beds for the children with carved seahorses, coffered ceilings, a gorgeous outdoor screened-in porch with a fireplace and TV, and a large patio.”

Attention to Detail

Although today’s luxury homes are smaller, interest in interior detail has grown.

“There is a focus on unique finishes,” McCullough said, citing a custom casing over a doorway with a crown and cap as an example, and adding that, during the course of many remodeling jobs, owners of luxury homes make the decision to change all of the trim on the first floor.

He builds many homes for professionals approaching retirement age, while Laplante has many clients with young children, who prefer a young, transitional style, which translates to elegant, custom-built moldings with simple lines, quartz countertops, and porcelain plank floors in the kitchen that look like hardwood. “They want a clean, modern look, and many choose character wood for the floors, which shows the knots and irregular grain,” he explained.

Keeping rooms off the kitchen have also become popular. “They usually have a fireplace, a small desk, and some seating. They’re small but comfortable nooks that give kids a place to study,” Laplante went on.

Richard Gale, project manager for Laplante Construction, said these rooms allow parents to converse with their children while they cook. “Sometimes we build a center island in them with desks around the perimeter. The room can be used as a place to eat or do homework.”

Raymond Laplante, left, and Richard Gale

Raymond Laplante, left, and Richard Gale say attention to detail is a critical component in the design of a new luxury home.

Advances in technology are also making their way into design, and Laplante said mudrooms often contain charging stations where children and adults can plug in all of their devices, and these areas typically have benches that double as storage areas with cubicles and shelves above them to hold books and outdoor clothing.

The playroom is another area where space is maximized. “Parents want things organized, so the rooms may have open shelves or cabinets with pullout drawers,” Gale noted.

The desire to utilize space to the fullest has even washed up in the laundry room, he added. “They’ve become a lot more complicated; they’re bigger and have more cabinetry and space to store things.”

Basements are another area used as part of the living space, and they are becoming recreation centers in new, luxury homes. Some buyers still request formal movie theaters, although builders say that trend is giving way to informal areas that contain a fireplace with a big-screen TV stationed over it.

“Game rooms are popular, and some people want spas, steam rooms, saunas, or lap pools in their basement,” Laplante told BusinessWest.

Incorporating ‘green’ building measures — particularly energy-efficient touches — is also an item on wish lists. “But for many people, it’s more about saving money than about saving the environment,” McCullough noted.

Laplante agrees, but says many of his clients want to make a contribution to the environment, and their desire is boosted by government subsidies that provide cash rebates and incentives for energy-efficient construction.

Pecoy says operating costs have become part of the conversation when people discuss the design of a luxury home.

“In 2004, even if I brought it up, no one wanted to talk about it,” he said. “But today, we’re setting up homes for solar and making sure the main body of the roof faces as much toward the south as we can.”

Foam insulation is slowly replacing fiberglass, and geothermal heating and cooling systems have become popular. “The heating systems cost two to three times more than a traditional system, but pay for themselves over a period of six to eight years,” Laplante said.

Pecoy added that people are also concerned about sustainability and where their building materials come from.

“We used to use a lot of exotic woods, such as ribbon stripe mahogany that came from rainforests,” he said. “But today, people prefer local hardwoods such as oak, ash, and maple.”

Fireplaces are still hot, but the demand for wood-burning models has gone up in smoke, being replaced with gas units that are easy to operate and don’t waste heat. “Saving energy has become ingrained in people’s minds, because no one knows where energy prices will go a year from now,” McCullough said.

Still, the warmth of a fireplace remains attractive, and Laplante’s clients are putting them in bathrooms and bedrooms and using zero-clearance models in hallways that allow them to be mounted on walls.

“They’re not all at ground level, and many look like artwork,” Gale said.

And because entertaining friends and family at home has become so popular, many luxury homes are designed with a guest bedroom and adjoining bathroom large enough to almost be called a second master suite.

Moving Forward

Although designs have changed in recent years, McCullough said, the biggest difference in the market today is people’s willingness to spend money.

“My view is that we’re on a precipitous rise. This year is much better than last,” he told BusinessWest, adding that it means work for builders, subcontractors, suppliers, and companies that make products for construction.

Laplante is building in East Longmeadow, Hatfield, South Hadley, and Southampton, as well as Connecticut. “Some of the homes are on individual lots, while others are in subdivisions. We’re also doing a lot of major renovations,” he noted. “For us, business is great.”

Pecoy said the majority of his firm’s business used to come from building luxury homes. “It has slowly picked up, and right now, it is about 40%,” he noted, adding that many existing luxury homeowners are remodeling and expanding their outdoor space.

Indeed, the list of projects his company is doing is staggering. “We have expanded our footprint, playing in a much bigger sandbox and traveling farther than we used to,” he said.

But for Pecoy and other custom homebuilders, it’s a joyous ride in a season that holds great promise.

Columns Sections
EEOC Targets Gender Discrimination Against Transgender Individuals


By KARINA L. SCHRENGOHST, Esq.

Karina L. Schrengohst

Karina L. Schrengohst


Discrimination based on transgender status or gender identity is a developing area of employment law.

Some states, including Massachusetts, have recognized gender identity as a protected class under state anti-discrimination laws. Federal courts are increasingly finding that laws prohibiting gender discrimination apply to transgender individuals. In the past year, the Equal Employment Opportunity Commission (EEOC), the federal administrative agency responsible for enforcing Title VII of the Civil Rights Act of 1964, the federal law prohibiting, among other things, sex (gender) discrimination in the workplace, has filed the first three lawsuits ever filed by the EEOC alleging sex discrimination against a transgender individual.

The EEOC has identified sex discrimination against lesbian, gay, bisexual, and transgender individuals as an enforcement priority. Citing a 2011 UCLA study, Mary Jo O’Neill, regional attorney for the EEOC Phoenix District Office, stated that “78% of transgender employees nationwide reported harassment or mistreatment at work because of their gender identity.”

On Sept. 25, 2014, the EEOC filed the first lawsuit alleging that a transgender employee of a Detroit funeral home was fired two weeks after telling her employer that she was transitioning from male to female. (See EEOC v. R.G. & G.R. Harris Funeral Homes, Inc., Civ. No. 2:14-cv-13710.) That same day, the EEOC filed a second lawsuit alleging that a transgender employee of a Florida eye clinic was fired after she began to present at work as a woman and informed her employer she was transitioning from male to female; in April 2015, this case was settled for $150,000. (See EEOC v. Lakeland Eye Clinic, P.A., Civ. No. 8:14-cv-2421.)

Most recently, early last month, the EEOC filed a third lawsuit alleging that Britney Austin, a long-term and satisfactorily performing transgender employee, was subjected to sex discrimination by her employer, Deluxe Financial Services Corp., a check-printing and financial-services corporation. (See EEOC v. Deluxe Financial Services Inc., Civ. No. 0:15-cv-02646.)

Specifically, the EEOC alleges that, after Austin began to present at work as a woman and told her supervisors that she was transgender, her employer refused to let her use the women’s restroom. In addition, it is alleged that Austin’s supervisors and co-workers subjected her to a hostile work environment, including making derogatory statements and intentionally referring to her by the wrong gender pronoun.

Commenting on this case, Rayford Irvin, district director for the EEOC’s Phoenix District Office, noted that “a long-term, well-respected employee should not be rewarded for her years of dedicated service by being forced to face the indignity and danger of using a restroom inconsistent with her gender identity, simply because a company’s management subscribes to sex stereotypes and believes co-workers may feel uncomfortable.”

This case is similar to the most recent EEOC decision involving sex discrimination against a transgender individual. On April 1, 2015, the EEOC ruled that denying employees use of a restroom consistent with their gender identity and subjecting them to intentional use of the wrong gender pronouns constitutes sex discrimination in violation of Title VII. (See Lusardi v. McHugh, Appeal No. 0120133395.)

This litigation follows the landmark case of Macy v. Bureau of Alcohol, Tobacco, Firearms and Explosives. Mia Macy, a transgender woman, filed a complaint against ATF alleging employment discrimination in violation of Title VII.

Macy applied for a job as a ballistics technician with ATF. After a telephone interview, Macy was informed that she would be hired if she passed the background check. However, after learning that Macy was transitioning from male to female, ATF informed her that the position was no longer available due to budget cuts. Macy later learned that ATF hired someone else for the position.

On April 20, 2012, the EEOC, for the first time, concluded that discrimination against a transgender individual because that person is transgender is gender discrimination prohibited by Title VII. The EEOC stated that gender discrimination occurs when “an employer discriminates against an employee because the individual has expressed his or her gender in a non-stereotypical fashion, because the employer is uncomfortable with the fact that the person has transitioned or is in the process of transitioning from one gender to another, or because the employer simply does not like that the person is identifying as a transgender person.” (See Macy v. Department of Justice, Appeal No. 012012082.)

Following the EEOC’s decision, the Department of Justice investigated and, on July 8, 2013, found that ATF discriminated against Macy based on her transgender status.

The year before Macy filed her complaint with the EEOC, Massachusetts became the 16th state to prohibit discrimination on the basis of gender identity. An Act Relative to Gender Identity (also known as the transgender equal-rights law), which was effective July 1, 2012, prohibits private employers with six or more employees from discriminating against applicants and employees on the basis of gender identity. Under Massachusetts law, gender identity is defined as “a person’s gender-related identity, appearance, or behavior, whether or not that gender-related identity, appearance, or behavior is different from that traditionally associated with the person’s physiology or assigned sex at birth.”

Massachusetts state and federal law prohibit discrimination based on gender, transgender status, and gender identity. This means that employers may not make decisions regarding hiring, promotion, termination, and other terms and conditions of employment based on an applicant’s or an employee’s transgender status, gender identity, or perceived non-conformity with gender stereotypes.

To reduce the risk of litigation, employers should ensure that their policies and practices are compliant with state and federal law. Also, employers should educate employees that discrimination and harassment based on transgender status and gender identity is unlawful and will not be tolerated in the workplace.

In addition to ensuring that policies related to discrimination and harassment are compliant with state and federal law, as a proactive measure, employers should consider implementing written policies and guidelines for managing gender transition, which address use of gender-specific facilities such as bathrooms and locker rooms, dress code and appearance standards, confidentiality and privacy rights, and updating personnel records. Employers should also consider working with transgender employees to develop individual plans for workplace transitions.

Finally, employers should train their managers and supervisors on how to respond when employees approach them regarding gender transition and how to address questions and reactions from co-workers. Because this is a developing area of the law, employers would be wise to consult with their employment-law counsel when issues arise in the workplace concerning transgender employees.


Karina L. Schrengohst, 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

GREENFIELD — Mayor William Martin presented the city’s Municipal Broadband Plan on July 8 during a Massachusetts Municipal Light Plant symposium hosted by the Berkman Center for Internet & Society at Harvard University Law School.

More than 80 municipal and state officials representing over a dozen cities and towns in the Commonwealth were in attendance. Fernando Fleury, IT manager for the city of Greenfield, and Daniel Kelley, the mayor’s technology advisor and principal of Kelley Management Group Inc., also joined the mayor on the panel.

Martin’s presentation centered on the city’s quest for further independence as demonstrated in Greenfield’s electrical aggregation program, among other initiatives. The mayor also unveiled the unique features of the city’s Municipal Broadband Plan, which includes 1Gbps fiber and wireless broadband for all residents, businesses, and government agencies that call Greenfield home.

Many of the symposium attendees expressed interest in the mayor’s Municipal Broadband Plan because of its approach to supporting the requirements of fiber-reliant, high-demand businesses along with the mobile broadband requirements of today’s society. Most attendees represented communities pursuing municipal broadband or preparing plans to do so.

A disjointed process, unclear state policies, and regulatory governance questions dominated the Q & A portions that immediately followed each community presentation. Community representatives were asked to contribute to the takeaways from the day-long dialogue to the Berkman Center’s final report.

Daily News

WEST SPRINGFIELD — The West of the River Chamber of Commerce recently announced its new board of directors for the upcoming year.

Chairman for 2015-16 is Chuck Kelly, who has served on the board of directors for several years. He also serves on several West of the River committees, including the economic development committee, and co-chairs the membership/marketing committee. He is the general manager of Flowers By Webster, which has locations in West Springfield and Westfield.

First vice chairman is Brian Houle, a recruitment and staffing operations professional at Spherion in West Springfield. He joined the West of the River board of directors last year and participated on the education and finance committees.

Second vice chairman is Frank Palange, who has served on the board for several years and has been an active member of the economic development committee. He is the owner of V&F Auto in Agawam and also serves as the chairman of the Planning Board in West Springfield.

Treasurer is Lori Stickles, a two-year board member who chairs the finance committee. She is the manager of United Bank’s Agawam branch on Silver Street.

Clerk is Patty Parker-Flores, who has served on the board and several committees over the last few years and this past year chaired the education committee. She is the Cooperative Education coordinator at Lower Pioneer Valley Technical School in West Springfield.

Other West of the River board members for the 2015-16 term include John Weiss (immediate past chairman), Ormsby Insurance Agency; Bonnie Massoia, Canary-Blomstrom Insurance Agency; David Chase, Freedom Credit Union; Donna Safford-Fleury, Crestview County Club; Jennifer Lichlyter, Six Flags New England; Jaime Smith, Westfield Bank, West Springfield branch; Noreen Tassinari, Eastern States Exposition; Michele Brennan, Bridgeport Bindery; Matthew Roberts, Insurance Center of New England; Melissa Richter, PeoplesBank; Tanya Moriarty, Johnson, Sclafini & Moriarty; Dee Emery-Ferrero, DEF Enterprises; John O’Farrell, Boys & Girls Club of West Springfield; Bridget Fiala, Marinosci Law Group; and Bill Lucardi, Marketing Doctor.

Daily News

SPRINGFIELD — The Naismith Memorial Basketball Hall of Fame announced that Bob Delaney, veteran NBA official and current vice president of the league’s referee operations, has been elected to the Hall’s board of trustees. One of 30 current trustees, he is the first referee to serve on the board.

“The Naismith Basketball Hall of Fame honors the game, and being the first referee to be a board of trustee member is humbling,” said Delaney. “The opportunity to represent the officiating community is a great honor. I embrace this responsibility with dedication, commitment, and enthusiasm to my fellow board members and the Hall of Fame.”

Delaney spent 14 years in law enforcement prior to his officiating career. His work with post-traumatic stress, providing education and awareness for military, law enforcement, firefighters, first responders, and their families has gained international recognition. In 2011, Delaney was recruited by NBA Commissioner David Stern to serve as an NBA Cares ambassador, and in 2014 the Hall of Fame named Delaney a recipient of the Mannie Jackson Basketball’s Human Spirit Award.

“Bob Delaney is one of the most well-respected referees the game has ever seen,” said John Doleva, president and CEO of the Basketball Hall of Fame. “This is because of the tremendous man he has proven to be both on and off the court. He represents the game with the utmost integrity, and we are very pleased to have him joining our board of trustees.”

The board of trustees serves as the group responsible for preserving the fundamental mission and financial well-being of the Basketball Hall of Fame. Trustees serve as ambassadors for the Hall, promoting its core mission, which is to celebrate the greatest moments and people in basketball. Made up of individuals that work in or have worked in the game, as well as business leaders that have supported the game, the board also elects all governors of the Hall.

Daily News

BOSTON — The Baker-Polito administration will reduce the assessment employers pay to the state on workers’ compensation insurance policies by 0.05%, offering companies some tax relief.

For fiscal year 2016, employers will pay an assessment on their total insurance premium of 5.75%, which is remitted to the state. The previous rate was 5.8%. The new rate went into effect July 1.

The Department of Industrial Accidents (DIA) administers the workers’ compensation insurance system and annually establishes assessment rates.

“After reviewing the current assessment rate and the economic outlook for next year, we recommended lowering the rate. This will further support businesses, and anything we can do to support businesses and spur job growth is a very good thing,” said Labor and Workforce Development Secretary Ronald Walker II.

The Massachusetts workers’ compensation system is in place to make sure workers are protected by insurance if they are injured on the job or develop a work-related illness. Under this system, all employers in Massachusetts are required by state law to carry workers’ compensation insurance covering their employees, including themselves if they are an employee of their company.

The insurance pays for any reasonable and necessary medical treatment for job-related injury or illness, pays compensation for lost wages after the first five calendar days of full or partial disability, and in some cases provides retraining for employees who qualify.

DIA is funded through assessments on workers’ compensation policies and self-insurance programs for employers operating in Massachusetts. In addition, DIA collects statutory fines and fees. DIA also acts as a court system responsible for resolving disputed workers’ compensation claims, overseeing and adjudicating about 12,000 disputed cases each year.

40 Under 40 The Class of 2015
The Class of 2015 Has Its Day in the Sun

40 Under Forty 2015DSC_0499The ninth annual 40 Under Forty class of 2015 celebrated their big night on June 18 with style, class, and Flair — as in wrestling legend Ric Flair, a guest of presenting sponsor Paragus Strategic IT, who delivered brief, heartfelt words to this year’s assembly of high achievers, and a standing-room-only crowd of supporters, at the Log Cabin in Holyoke. Paragus was in the spotlight in another way, as CEO Delcie Bean (40 Under Forty class of 2008) won BusinessWest’s inaugural Continued Excellence Award (see photo at right), sponsored by Northwestern Mutual and presented by Kate Kane, managing director of its Springfield office, and BusinessWest Editor George O’Brien. But the night belonged to members of the class of 2015, who proved, yet again, that this region has no shortage of young professionals who are making an impact in business and in the community. Below, we present some scenes from a memorable, exuberant evening.
Photos by Denise Smith Photography [email protected]





Presenting Sponsors:

NorthwesternMutual900pxParagus200x130px








Sponsors:

Fathers&Sonns200x130pxIsenberg200x130pxHNElogo200x130pxMoriartyPrimack200x130pxUnitedBank200x130px

















Partner:

YPS200x130px







Elizabeth Barajas-Roman, CEO, Women’s Fund of Massachusetts; Terra Missildine; owner and operations manager, Beloved Earth Co.; and Erin Buzuvis

From left: class of 2015 honorees Elizabeth Barajas-Roman, CEO, Women’s Fund of Massachusetts; Terra Missildine; owner and operations manager, Beloved Earth Co.; and Erin Buzuvis, professor of Law and director of the Center for Gender & Sexuality Studies, Western New England University School of Law.


Jennifer Levesque, operations manager, R. Levesque Associates; with her husband, Robert Levesque

From left: Jennifer Levesque, operations manager, R. Levesque Associates; with her husband, Robert Levesque (class of 2015), president, R. Levesque Associates; and Christopher Novelli (class of 2015), architect, Studio One Inc.


From left: class of 2015 honorees Dr. Anthony Sarage, pediatric surgeon

From left: class of 2015 honorees Dr. Anthony Sarage, pediatric surgeon, Western Massachusetts Podiatric Associates; Jim Angelos, owner and executive director, InspireWorks Enrichment Inc.; Gregg Desmarais, vice president and store manager, TD Bank; Kate Lockhart, development director, Big Brothers Big Sisters of Hampden County; A.J. Crane, co-owner and partner, A. Crane Construction; Terra Missildine; owner and operations manager, Beloved Earth Co.; Jennifer Gallant, chief financial officer, Polish National Credit Union; and Patrick Davis, operations manager, CRD Metalworks, LLC.


Joel Mollison (class of 2015), president, Northeast IT Systems

Joel Mollison (class of 2015), president, Northeast IT Systems; with his fiancée, Christine Gryknkiewicz, respiratory therapist, Cooley Dickinson Hospital.


: Marcelia Muehlke (class of 2015), owner, Celia Grace Wedding Dresses

From left: Marcelia Muehlke (class of 2015), owner, Celia Grace Wedding Dresses; and Sarah Shube, owner, Creative Art Therapies.

Isenberg School of Management at UMass Amherst, a 40 Under Forty sponsor

From the Isenberg School of Management at UMass Amherst, a 40 Under Forty sponsor, from left: Jennifer Meunier, director of Business Development; Trista Hevey, director of Alumni Corporate Relations; and Kyle Bate, academic advisor.

Sarah Williams (class of 2015), vice president of Global Risk Management, MassMutual Financial Group; with her husband, Richard Williams

Sarah Williams (class of 2015), vice president of Global Risk Management, MassMutual Financial Group; with her husband, Richard Williams, investigator, Investigators LLC.


Tim Steffen, director of recruitment; Nico Sananiello, financial advisor; Kate Kane

From Northwestern Mutual, presenting sponsor of 40 Under Forty, from left: Tim Steffen, director of recruitment; Nico Sananiello, financial advisor; Kate Kane, managing director; Rob Walker, financial representative; and Taylor Hassa, financial representative.

From Paragus Strategic IT,

From Paragus Strategic IT, presenting sponsor of 40 Under Forty, from left: Lisa Lococo, office manager; Delcie Bean IV, CEO; Dave DeRicco, account representative; Anthony Schiappa, account representative; Tyler Lucas, COO; Sarah Powers, financial administration; and Margie LaMotte, executive assistant to the CEO.

From Fathers and Sons

From Fathers and Sons, a 40 Under Forty sponsor, from left: Bill Visneau, sales associate; Marissa Monti, business manager; Shera Rosarario, sales associate; Steven Langieri, sales manager; and Jon Schulz, sales associate.


From Moriarty & Primack, P.C.

From Moriarty & Primack, P.C., a 40 Under Forty sponsor, from left: Tax Director Bob Supernaut; Tax Associate Shelley Sheridan; Audit Associate Jessica Peet; Tax Associates Laurie Bonan and Chris Walker; Manager Rebecca Connelly, Tax Manager Tim Prozost; and Partner Doug Theobold.

Kate Campiti, associate publisher, BusinessWest, welcomes the more than 650 attendees of the ninth annual 40 Under Forty gala.

Kate Campiti, associate publisher, BusinessWest, welcomes the more than 650 attendees of the ninth annual 40 Under Forty gala.

Joseph Bednar, senior writer, BusinessWest; and Denise Hurst

Joseph Bednar, senior writer, BusinessWest; and Denise Hurst (class of 2014), quality improvement manager and human rights coordinator, Department of Mental Health, and vice chair, Springfield School Committee, get ready to welcome this year’s 40 Under Forty honorees to the stage.

Health New England, a 40 Under Forty sponsor, from left: Steven Webster, director of marketing and digital strategy; Jessica Dupont

From Health New England, a 40 Under Forty sponsor, from left: Steven Webster, director of marketing and digital strategy; Jessica Dupont, risk adjustment manager; Robert Ravenscroft, clinical healthcare analyst; Nicole Santaniello, content management specialist; Sandi Bascove, marketing operations manager; Elaine Mann, marketing content strategy manager; Yvonne Diaz, account executive, existing business; and Patrick McColley, UX/CX architect manager.


George O’Brien, editor, BusinessWest, shares a laugh with wrestling legend

George O’Brien, editor, BusinessWest, shares a laugh with wrestling legend ‘Nature Boy’ Ric Flair, a special guest of 40 Under Forty presenting sponsor Paragus Strategic IT.


George O’Brien and Ric Flair shared the privilege of presenting awards to the class of 2015, including, clockwise from top right, Eric DevineDSC_0545
Danielle Williams, attorney, Fierst, Kane & Bloomberg LLP.

George O’Brien and Ric Flair shared the privilege of presenting awards to the class of 2015, including, from top to bottom, Eric Devine, Information Technology Services officer, Country Bank for Savings; Jessica Fraga, continuous improvement consultant, MassMutual Financial Group; and Danielle Williams, attorney, Fierst, Kane & Bloomberg LLP.























































Photo gallery from the June 18, 2015 BusinessWest 40 Under Forty Class of 2015 Gala




For reprints contact: Denise Smith Photography / www.denisesmithphotography.com / [email protected]

Cover Story
UMass Grad Marty Meehan Now Leads the System

COVER0615cMarty Meehan acknowledged that, when someone decides to run for Congress, and then succeeds in that mission, they’ve done more than win an election. They’ve also more or less committed to a career in politics.

But when Meehan set out to capture the Bay State’s 5th Congressional District seat, anchored by his hometown of Lowell, in 1993, at age 37, he said he did so with a much different mindset.

“I knew I didn’t want to serve in Congress for the rest of my life,” he told BusinessWest, adding quickly that he didn’t know exactly what path his career should ultimately take.

So in 2001, he engaged the services of New Directions, an executive career-development firm that, in essence, helps clients determine a path and, in Meehan’s words, “tells you what you’re good at.”

After an extensive three-week process that included several tests and interviews with people who knew him well, those at New Directions told Meehan he’d be good at running a professional sports league or taking an executive position in higher education.

Marty Meehan, seen here with the mascot for UMass Lowell

Marty Meehan, seen here with the mascot for UMass Lowell, says graduating from the university gives him a unique perspective that will serve him well as president.

To make a long story short, that analysis was on the money.

Meehan, who said he essentially put himself on a track for either of those pursuits, eventually became chancellor of UMass Lowell, where, by all accounts, he led a stunning resurgence at the school.

And last month, he was chosen to succeed Robert Caret as president of the entire university system, thus becoming the first UMass undergrad (he earned a degree in education and political science at the Lowell campus) and first chancellor within the five campuses to ascend to the president’s office.

He said those two qualities, if you will, provide him with a unique perspective, one he believes will serve him well in his new position.

“I have a passion for the University of Massachusetts, and I view that as an asset,” he explained. “When I interact with students, I literally say, ‘I was where you are.’ I have a passion for the institution because I was a student here. I fundamentally understand at my core what it means to have a great university system.”

In a wide-ranging interview, Meehan, who takes the helm July 1, touched on a number of issues involving the university and his role as its president. They include:

• The overall accessibility of the university’s campuses: “The fact is that public higher education in this state has been privatized over the past three decades; the cost of a UMass education has stayed the same, adjusted for inflation, but the burden of paying that cost has shifted from the Commonwealth to students and their families”;
• His perceived role: “A big part of my job is to make the case for this system and demonstrate why it’s important to make the investment in a world-class public research university”;
• His quick take on his job description: “My job is to provide leadership, inspiration, and passion to help the university get what it needs in terms of funding and what it needs in terms of stature, prestige, and reputation. Universities are all about students, faculty, and the interaction that takes place between students and faculty; the rest of us are there to support and embrace that interaction”;
• His leadership style: “I’m very strategic in everything I do; I’m also collaborative and accessible”;
• The importance of the Amherst campus: “UMass Amherst sets the standard for what the UMass brand is all about. So it’s in the interest of all the UMass campuses for UMass Amherst to improve its ranking; that’s where the brand comes from.”
• The role of the system as a whole: “I think the economy of Massachusetts runs through this university”;
• His expectations for the Baker administration: “The governor fundamentally understands how the economy of this state works, and he understands the role UMass plays in the economy. I think he’s thoughtful, he’s smart, and the University of Massachusetts could do quite well under Governor Baker”; and
• His commitment to stay for the “long haul,” as he put it: “I didn’t take this job to get another job — I’m not thinking about what else I’m going to be doing. When I got the job at Lowell, everyone thought I was going to run for the Senate a couple of different times or run for governor. What I said was that I didn’t think you could take a job like that and not make at least an eight-year commitment, and I feel the same about this job.”

For this issue, BusinessWest delves into much greater detail on these and other matters as we talk at length with the next leader of the state university.

School of Thought

As Meehan wrapped up his comments with BusinessWest in the office of the UMass Amherst athletic director — he was at the Mullins Center to attend the June board of trustees meeting — he used that setting and its view of the arena to segue into one of the dilemmas he’ll be facing as president, if one could call it that.

“Someone in the press asked me who I was going to root for when UMass Amherst plays UMass Lowell,” he said, referring specifically to two hockey squads that face off against each other and the 10 other teams in the highly competitive Hockey East conference. “I said, ‘that’s an easy one; when the game’s in Amherst, I’ll be rooting for the Minutemen, and when the game’s in Lowell, I’ll be rooting for the Riverhawks; that’s how I’ll solve that.’”

Marty Meehan says one his first priorities

Marty Meehan says one his first priorities is to initiate a new strategic plan for the UMass system, one that will be conducted from the ground up.

Surely, the myriad other issues he’ll be confronting as president will resist such quick, easy, and diplomatic solutions, but overall, Meehan believes he’s ready for pretty much whatever this job can and will throw at him.

Such confidence stems from a career in leadership positions, which have yielded a wide range of learning experiences.

They came in Congress, where he served seven terms, served on the Armed Services and Judiciary Committees, and established a national reputation for his work with everything from campaign finance reform to tobacco control; before that, in stints as the first assistant district attorney of Middlesex County and Massachusetts deputy secretary of state for securities and corporations; and especially at UMass Lowell — which brings him back to that determination readied by New Directions.

Meehan said he worked to position himself for possible management roles with sports leagues — on the House Judiciary Committee, he became more involved in anti-trust issues that affect professional sports leagues, for example — but soon became more focused on the second career path recommended to him.

Indeed, the post at UMass Lowell was actually the second opportunity within the broad realm of higher education that he considered. The first was his pursuit of the job as dean of the law school at Suffolk University, where he earned both his master’s and juris doctor degrees and was also on the board of trustees. But it wasn’t a hard pursuit.

“I told the search firm that I didn’t think I was what the law school needed at that point,” he recalled. “I felt it needed a nationally known academic or perhaps a former federal judge.

“But during the course of an hour-and-a-half conversation, I got an opportunity to talk about higher education,” he went on. “And when the Lowell position came up, the same search firm was hired to handle that search, and after that long conversation we had, I knew they’d be calling me for that position.”

They did, and after overcoming some reluctance to being named a finalist — he was concerned about both publicly acknowledging his pursuit of the job and competing against seasoned academics — Meehan was awarded the job.

He believes that aforementioned passion resulting from his student experiences there — and his ability to communicate it — was a big factor.

“I wanted the job because I felt that I could make a difference at an institution that meant so much to me personally,” he explained. “Number one, it’s in my hometown, and number two, I graduated from the school. And I felt UMass Lowell could be a much greater institution than what it was.”

At Lowell, he took over a school that was, by most all accounts, underperforming, and certainly changed that dynamic.

Indeed, during Meehan’s tenure, the school, founded in the 1890s as the Lowell Normal and Lowell Textile schools, achieved record growth in enrollment, student retention, research, and scholarship funding. The school has also undergone a dramatic physical transformation, with new academic buildings and residence halls; upgraded academic, research, and athletic facilities; and enhanced student-activity spaces.

Meehan’s comprehensive portfolio of improvements includes:

• Rating as a top-tier university by U.S. News & World Report for the first time in 2011. The school has subsequently seen a four-year gain of 27 spots, from number 183 to 156, the second-largest leap in the nation;
• A 50% increase in enrollment over the past seven years, to more than 17,000 students;
• An accompanying rise in academic qualifications, as the average SAT score of incoming freshmen, math and verbal combined, has increased 80 points since 2008;
• A 10% increase in freshman retention, from 75% to 85%;
• A dramatic rise in research expenditures, specifically 80% since FY ’07 to $65 million;
• The construction of 10 new buildings on campus. That boom includes two new academic buildings (the first in 35 years) — the Mark and Elisia Saab Emerging Technologies and Innovation Center and the Health and Social Sciences Building. It also includes two new residential facilities that are now home to a quarter of the 4,000 students living on campus, a 33% increase in three years;
• Purchase of an underutilized hotel in the city’s downtown and converting it into the UMass Lowell Inn & Conference Center, which provides housing for 500 students as well as conference space, lodging, and a restaurant for the public;
• Acquisition of the 6,500-seat Tsongas Arena in 2010 (it’s now known as the Tsongas Center at UMass Lowell); and
• The opening in 2014 of University Crossing, a $95 million student-engagement center created in a former hospital site purchased by the university in 2011.

Degrees of Progress

When asked how all that and more was accomplished, Meehan said it resulted from assembling a great team, putting in place an ambitious strategic plan titled “UMass Lowell 2020,” and achieving critical buy-in on its many initiatives.

This is the same formula he intends to use as president of the system, which, he believes, has already achieved considerable progress in a number of areas, ranging from enrollment to academic qualifications to new building on each of the campuses.

But there is still considerable room for improvement, said Meehan, who was asked to interview during the system’s last presidential search, in 2010, but eventually withdrew, believing the timing wasn’t right and because then-Gov. Deval Patrick had his own preference for a candidate — someone else.

Looking back, he said that decision was a good one, because it gave him additional opportunities to build on his track record of success at UMass Lowell and ultimately learn from the man he would eventually succeed.

Marty Meehan says his primary role as UMass president is to advocate for the system

Moving forward, Marty Meehan says his primary role as UMass president is to advocate for the system and secure funding to ensure that the schools are accessible.

“I got a great opportunity to do two things,” he said. “One was to finish what I set out to accomplish at Lowell, and secondly, I got to work with a second UMass president, Bob Caret. And because of those experiences, I feel that I’m better-prepared to lead the entire system.”

Looking ahead, Meehan, as he mentioned earlier, said one of his primary responsibilities will be as an advocate for the UMass system — in Boston, Washington, and wherever else that broad assignment takes him.

And as advocate, one of his duties is to articulate how the university’s role has changed and broadened — within the Bay State but also nationally and even globally — and what that means in terms of how the system should be viewed and, more importantly, funded.

“Historically — and when I say historically, I mean over the past 30 years — the political leadership in this state has often viewed the University of Massachusetts as a safety net for students who either can’t get into the elite private colleges or can’t afford to go to those schools,” he explained. “The paradigm has changed dramatically; the elite private universities in this state are not training residents of this state, by and large.”

Thus, with this change in role, the university has taken on an even bigger role when it comes to fueling the state’s economy — an assignment that involves everything from sparking startup businesses to educating and training the workers that ventures across all business sectors will need to succeed.

“I think the argument is powerful: if you want a strong economy, you must have a strong university of Massachusetts,” he told BusinessWest.

“The truth is that social mobility and economic development in this state really drives through the university on every level. We’re an innovation economy; we literally educate the workforce in Massachusetts in terms of the engineers we produce, the nurses, the teachers. So Massachusetts is very reliant on a world-class public research university, and we have to keep the quality up,” he continued, adding that 88% of the graduates of the schools in the UMass system stay in the state for at least five years after earning their diplomas, and 66% stay longer.

“In an innovation economy, you need a workforce that’s well-trained and highly educated, and I think this state gets the fact that our graduates are the key to economic development and economic growth. I sure get it.”

Course of Action

Making sure everyone gets it will help the university achieve a better commitment from the state and therefore the more sustainable financial model it needs in the decades to come, said Meehan, adding quickly that the economy, and specifically state revenues, need to improve for this to happen.

The Baker administration inherited a severe budget crisis, he went on, one that has forced painful mid-year cuts, hard decisions, a slowing of the momentum achieved over the past few years when it comes to state funding of public higher education, and, ultimately, the rate increases approved by the trustees at their June meeting.

The scope of those increases isn’t known yet, said Meehan, adding that any increase impacts accessibility and grows already-worrisome student debt.

To attain more attractive funding levels, the economy must improve, but the university as a whole must continue to become more efficient and thus worthy of a larger investment from the state.

“The governor is going to want to hold UMass accountable in terms of performance, graduation rates, student-success rates, fund-raising, and more,” he said. “And I think the university is ready to be held accountable in exchange for a deeper investment by the state government.”

One of the other priorities moving forward, said Meehan, is to draft a new strategic plan for the university, something similar in many ways to “UMass Lowell 2020” but much larger in scope.

It’s been 25 years since a new comprehensive strategic plan has been created for the university, he said, which means the system is overdue for such a document. And like the one at UMass Lowell, this plan will come from the bottom up.

“We had more than 200 faculty, deans, administrators, and students who all came up with a strategic plan,” he explained. “It took us 13 months to create it, and because we included all those constituencies, we had buy-in. And that’s how it’s accomplished in any large, complex organization, and a university is certainly a large, complex organization.

“We need to evaluate what the system has done well over the past 25 years and what it needs to improve,” he continued, referring to the broad scope of such a strategic plan. “And we need to bring in some of the best high-level academics from public research institutions around the country to help us determine whether this can become the best public university in the country.”

As for the immediate future, Meehan said he plans to spend considerable time visiting the various campuses and gaining feedback from a host of constituencies.

These include the chancellors of those institutions, staff, faculty, students, and alumni. But he also intends to gain perspective from a business community that has placed workforce issues at the very top of its list of priorities — and concerns.

“I look at corporations like EMC and Raytheon, and the majority of the people they hire come from UMass,” Meehan explained. “I want to talk with those major CEOs in the state, not only get some advice on UMass, but also to get them to join with us to fight for more state funding and more federal funding. The business community should be UMass’s biggest cheerleader because of the huge contribution we make to making sure these companies get the best, most highly qualified employees they can get; it makes Massachusetts more competitive.”

Checking Some Boxes

Returning to the subject of those hockey teams and the intense rivalry that has developed between them, Meehan related a conversation with UMass Amherst Athletic Director John McCutcheon, who was lamenting how his school has come up on the short end of many recent contests between the schools.

Meehan said he responded first with some sarcasm, then a challenge, wrapped in the form of a leadership philosophy.

“He [McCutcheon] said, ‘you guys at UMass Lowell have been beating us up the past few years,’” Meehan recalled. “I said, ‘the problem is, everyone has been, and you have to work at this — I want attendance up.’

“Sometimes, I get into a lot of various details, but there’s a reason,” he went on, explaining why he was dwelling on hockey. “I think good leaders need to say, ‘we want excellence in everything we do.’”

That has been Meehan’s approach throughout a career that’s taken him to the House of Representatives and then the career in education recommended years ago. And it’s one he believes will ultimately help drive continuous improvement at the state university. n

George O’Brien can be reached at [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.

Employment Sections
Failure to Hire Muslim Woman Was Religious Discrimination

By KIMBERLY KLIMCZUK

Kimberly Klimczuk, ESQ.

Kimberly Klimczuk, ESQ.

It is well-settled that employers may not discriminate against employees or applicants on the basis of religion. On June 1, the Supreme Court ruled that Abercrombie & Fitch unlawfully discriminated against applicant Samantha Elauf when it failed to hire her because she wore a headscarf.
Abercrombie & Fitch maintains a so-called ‘look policy’ for all employees in order to project a particular image across all of its stores. The policy specifically prohibits employees from wearing “caps,” because, according to the company, they are too informal for Abercrombie & Fitch’s image.

Elauf, a practicing Muslim, wore a headscarf in observance of her religion. She applied for a position in an Abercrombie & Fitch store and wore a headscarf to her interview. Heather Cooke, the assistant manager who interviewed Elauf, rated her according to Abercrombie & Fitch’s applicant-evaluation system and determined that she was qualified to be hired. However, Cooke was concerned that wearing a headscarf would violate the company’s prohibition against caps.

The look policy does not include a definition of the term ‘cap,’ so Cooke asked her district manager, Randall Johnson, whether Elauf’s headscarf would violate the look policy. She also told Johnson that she believed Elauf wore the headscarf because of her religion. Johnson told Cooke that all headwear, including Elauf’s headscarf, would violate the look policy, and he told Cooke not to hire Elauf.

Elauf filed a complaint with the Equal Employment Opportunity Commission, which sued Abercrmbie & Fitch on her behalf, alleging that Abercrombie had violated Title VII of the Civil Rights Act of 1964 when it refused to hire Elauf. The district court for the Northern District of Ohio found in favor of Elauf, but the Tenth Circuit Court of Appeals reversed the ruling, holding that an employer cannot be liable for failing to provide a religious accommodation until the applicant or employee provides the employer with actual knowledge of her need for a religious accommodation.

Abercrombie had argued that, because it hadn’t known for sure that Elauf wore the headscarf for religious reasons, and therefore didn’t know whether she would need an accommodation, it couldn’t be liable for religious discrimination.

The Supreme Court disagreed, pointing out that Title VII makes it unlawful for employers to fail to hire an applicant “because of” her religion, which includes religious practice. The court noted that, unlike other anti-discrimination laws, such as the Americans with Disabilities Act, Title VII does not include any knowledge requirement. Rather, Title VII prohibits discriminatory motives, such as, in this case, the desire to avoid potentially having to accommodate a religious practice.

The court also clarified that an applicant only has to show that her need for accommodation was a “motivating factor” in the decision not to hire her. The court found that was the case here, stating that “the employer at least suspected that the practice was a religious one. Its refusal to hire was motivated by the desire to avoid accommodating that practice, and this is enough.”

Abercombie argued that Elauf could not demonstrate a discriminatory motive because its look policy is neutral — it prohibits all headwear, religious or otherwise. However, the court pointed out that Title VII does more than require that religious practices be treated no worse than other practices; it gives religious practices favored status, requiring employers to accommodate religious practices unless doing so would create an undue hardship.

Because the Tenth Circuit dismissed the case on other grounds, the Supreme Court did not discuss whether allowing Elauf to wear a headscarf would be an undue hardship for Abercrombie, but the court ordered that the case be sent back to the Tenth Circuit for a ruling on that issue.

So what can employers learn from Abercrombie & Fitch’s mistakes? First, employers should not jump to conclusions about applicants’ need for religious accommodation, and, if they do, they cannot simply decide not to hire an applicant based on that conclusion. Rather, employers have an obligation to explore whether a religious practice can be accommodated.

Here, for example, Abercrombie could have hired Elauf and then, if she asked to be allowed to wear her headscarf at work, decided whether it could accommodate that practice in light of its look policy. Another option would have been to inform Elauf during the interview of Abercrombie’s look policy and to determine at that point whether allowing Elauf to wear a headscarf would create an undue hardship for the company.

Although the Abercrombie decision does not signify any change in religious-discrimination law, it serves as an important reminder to employers of their obligations under the law.


Kimberly Klimczuk is a partner at the management-side labor and employment firm Skoler, Abbott & Presser, P.C.; (413) 737-4753; [email protected]

Company Notebook Departments

Tighe & Bond Acquires New Hampshire-based Waterfront Engineers
WESTFIELD — Waterfront Engineers LLC, a New Hampshire-based firm known for providing specialized engineering services for shoreline challenges and waterfront facilities, joined forces this week with Tighe & Bond, a New England leader in engineering and environmental services. Tighe & Bond acquired Waterfront Engineers to offer its clients additional expertise and targeted solutions for complex and challenging coastal projects. Tighe & Bond’s Portsmouth, N.H. office will serve as the hub for these expanded services. “It is a pleasure to welcome Waterfront Engineers to our team. Over the years, we have collaborated regularly with the firm’s chief engineer, Duncan Mellor, and know that his 30-plus years of proven coastal engineering success will benefit our waterfront clients,” said Tighe & Bond President and CEO David Pinsky. Based in Stratham, N.H. for 10 years, Waterfront Engineers has provided a range of specialized engineering for the assessment (above and underwater), design, and construction of structures built along shorelines, waterways, ports, and harbors. These include piers, wharves, bulkheads, quay walls, revetments, breakwaters, bridges, parks, marinas, dredging, tidal turbines, and many other specialized coastal studies, grant applications, and structures. Tighe & Bond has long provided structural, geotechnical, and civil-engineering services for buildings, dams, and seawalls throughout New England. However, the addition of Waterfront Engineers’ coastal engineering capabilities deepens this expertise, and supports the firm’s ongoing growth and presence in New Hampshire. 

WNEU Expands Opportunities for International Students
SPRINGFIELD — Western New England University (WNEU) is expanding opportunities for international students to enroll in undergraduate and graduate degree programs through a new language-instruction partnership with Denver-based Bridge Education Group. The arrangement will facilitate establishment of a BridgePathways Intensive English Center on the university campus this fall. The first cohort of students will be enrolled in January 2016. WNEU is dedicated to providing international students with the tools they will need to succeed while studying in the U.S., said Vice President for Strategic Initiatives Richard Keating. Western New England University is one of three universities to open BridgePathways Centers this year, and the only program in New England, joining three previously established programs in other parts of the U.S. Full-immersion experiences, academically, culturally, and socially, are an essential component of the program. BridgePathways students at Western New England will be housed on campus and provided with structured activities designed to get them actively participating in daily campus life and the surrounding community. An intensive academic English curriculum will focus on critical writing, with coursework designed to prepare students for university-level assignments. Students also practice essential speaking and listening skills needed for successful participation in discussions and lectures. The rigorous curriculum was designed using a three-pronged approach, addressing linguistic, academic, and intercultural skills. BridgePathways at Western New England University will have six start dates throughout the year, offering eight-week terms, and will accept students at an intermediate English proficiency level. Students in the language program will receive conditional admission to the university, allowing them to enroll in one more than 60 academic programs upon successful completion of the BridgePathways curriculum. Founded in 1986, Bridge Education Group is a world leader in language education for international students. Headquartered in Denver, it offers a wide spectrum of services, including language training and immersion programs, teacher training and development courses, language testing, translation and interpretation services, and cross-cultural exchange programs. During the spring 2015 semester, WNEU hosted about 130 international undergraduate and graduate students in its academic programs from 27 different countries, including Bolivia, Brazil, Canada, China, Egypt, Ethiopia, France, Hong Kong, Iceland, India, Iran, Ivory Coast, Japan, Kazakhstan, Malaysia, Panama, Russia, Saudi Arabia, South Korea, Taiwan, Togo, Turkey, United Kingdom, Venezuela, Vietnam, Yemen, and Zambia. The students matriculated in the colleges of Engineering, Business, Arts and Sciences, and Pharmacy, as well as the School of Law.

Springfield College Sports Communication Department Lauded
SPRINGFIELD — The Springfield College Sports Communication Department was recently recognized by the American Volleyball Coaches Assoc. (AVCA) for its successful efforts in the advancement and promotion of the sport of volleyball. The college earned NCAA Division III Sports Information Director Women’s Volleyball Regional Honors for the New England area and also NCAA Division III Sports Information Director Men’s Volleyball Conference Honors during the announcement of the annual AVCA Grant Burger Media Award. Led by Director of Sports Communication Brian Magoffin and Assistant Director of Sports Communication Jonathan Santer, Springfield College was the only institution in the country across NCAA Division I, II, and III, as well as the NAIA, to be recognized by the AVCA in both men’s and women’s volleyball. Their efforts included traditional releases and statistical coverage, in addition to enhanced web and video efforts to promote the success of the men’s and women’s programs, including highlight packages, postgame interviews, and features throughout the season. “Brian and Jonathan have a knack for capturing the essence of what it means to be a student-athlete,” said Springfield College Director of Athletics Cathie Schweitzer, who will be retiring at the end of June after 15 years in her current role. “Our sports-information team creatively thinks of ways to keep Springfield College athletics at the forefront, and the coverage they provide promoting players, coaches, and the volleyball programs is unparalleled.” The AVCA Grant Burger Media Award recognizes members of the media who have been involved in the advancement of the sport of volleyball, whether through consistent coverage in all mediums (sports information, print, broadcasting, web content, college student reporting, and social media), production of volleyball-specific publications, or extensive radio and/or television exposure.

Country Bank Awards Scholarships to Graduating Seniors
WARE — Country Bank recently awarded $80,000 in scholarship money to 32 students in its market area. Two students from each of the 16 high schools will each receive $2,500 to help them get started with their higher-education dreams. These students have been selected by scholarship committees established at the individual schools. “We are so pleased to be able to provide these students a helping hand as they plan their future,” stated Paul Scully, president and CEO of Country Bank. “The students have each shown their dedication and hard work in the classroom and in the community, and their teachers have chosen them for this special honor. We wish them all the best of luck.” The seniors awarded the 2015 Country Bank Scholarship include: Ryan Paul Lagasse and Jena Marie Desroches, Bay Path Regional High School; Sienna Nielsen and Kathleen Sera Royal, Belchertown High School; Constance Morgan-Poirer and Tyler Golden, David Prouty High School; Cullen Mars and Alexandria DiCentes, Leicester High School; Zacharry Frangules and Emily Sevigne, Ludlow High School; Viviana Angel and Maxine Girard, Minnechaug Regional High School; Haley Arbour and Justin Maloney, Monson Innovation High School; Danielle Mierzejewski and Alex Ouellet-Poulin, North Brookfield High School; Jacob Sifuentes and Elisah Huynh, Palmer High School; Shannon Kennedy and Michael Desjardins, Pathfinder Regional High School; Sophia Kornitsky and Sonja Josephson, Quabbin Regional High School; Monica Greenlaw and Benjamin Webber, Quaboag Regional High School; Benjamin White and Emily Ijams, Shepherd Hill Regional High School; Kendal Danna and Morgan Button, Tantasqua Regional High School; Artur Bielecki and Michaela Scott, Wachusett Regional High School; Emily Houle and Mihaela Sousa, Ware High School.

Polish National Credit Union Supports Families with Food Drive
CHICOPEE — In honor of Military Appreciation Month in May, Polish National Credit Union held a month-long food drive at all branch locations, collecting non-perishable food items, toiletries, and school supplies for military families in need. The credit union also held three dress-down days during May that required employees to donate two food items each time they wanted to dress down, as well as encouraging members to donate and promoting the drive to the public through social media. The credit union supplemented their efforts by donating a pallet of bottled water. “At Polish National Credit Union, our mission is to grow lasting relationships that improve people’s lives,” said Jennifer Boyle, the institution’s vice president of marketing. “We are so pleased to be able to partner with the Pioneer Valley USO to assist military families in need. We appreciate the opportunity to be of service to our community.” The Pioneer Valley USO encourages business and community support for active troops. For more information, call (413) 557-3290.

Berkshire Bank Announces Scholarship Recipients
PITTSFIELD — Berkshire Bank announced that it has selected 30 high-school seniors to receive a total of $45,000 in scholarships through its Berkshire Bank Foundation Scholarship Awards Program. Each of the recipients will receive $1,500. A team of 200 Berkshire Bank employee volunteers reviewed nearly 300 applications to select the winners. The winners all live in the regions served by Berkshire Bank, including communities in Massachusetts, New York, Connecticut, and Vermont. Berkshire Bank representatives surprised the students with their scholarship awards at their respective high schools. The six recipients from the Pioneer Valley are Wilda Joseph and Samantha Cross, Cathedral High School; Alyssa Hogan, Chicopee High School; Jessie Walton, Gateway Regional High School; Nathan Drewniak, Holyoke Catholic High School, and Kadeja Miller, Roger L. Putnam Vocational Technical Academy. The scholarship awards recognize students who have exemplified community service through their volunteer efforts, have been successful academically, and have a financial need.

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.”
•••••
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.

Chamber Corners Departments

AFFILIATED CHAMBERS OF COMMERCE OF GREATER SPRINGFIELD
www.myonlinechamber.com
(413) 787-1555
 
• July 13: 2015 ACCGS Golf Tournament, 11 a.m. to 7 p.m., at the Ranch Golf Club in Southwick. Schedule: 11 a.m. to noon: registration/practice, course-side lunch; 12:30 p.m.: shotgun scramble; 6 p.m.: reception/dinner buffet. Event sponsors: Robinson Donovan, P.C., TSM Design Inc., Western New England University, Berkshire Bank, and Hampton Inn Chicopee/Springfield. Lunch reception sponsor: MassMutual Center. Birdie sponsors: Barr & Barr Inc., Florence Savings Bank West Springfield Loan Center, HealthSouth Rehabilitation, Frank Webb’s Bath Center, Bacon Wilson, P.C., Insurance Center of New England, and Vanasse Hangen Brustlin Inc. Putting contest sponsor: Chicopee Savings Bank. Cost: Foursome supporter: $600; individual supporter: $150. To register or for more information, contact Sarah Mazzaferro at (413) 755-1313 or [email protected].
 
AMHERST AREA CHAMBER OF COMMERCE
www.amherstarea.com
(413) 253-0700
  
• July 20: Amherst Area Chamber of Commerce 12th Annual Golf Tournament, 10:30 a.m. at Hickory Ridge Golf Course, Pomeroy Lane, Amherst. Registration and lunch: 10:30 a.m. to noon; shotgun start at noon; social hour and cash bar, 5 p.m.; dinner, awards ceremony, and auction, 6 p.m. Hole-in-one, longest-drive, and closest-to-the-pin contests. Presented by Hampshire Hospitality Group. Co-scholarship sponsor: Cooley Dickinson Hospital. Gold sponsor: Applied Mortgage Services. Silver sponsors: Encharter Insurance, J.F. Conlon & Associates, Health Services Administrators. Dinner sponsor: Fallon Health. Lunch sponsor: Davis Financial Group. Bronze sponsor: Steve Lewis Subaru. Media sponsor: Daily Hampshire Gazette. Major gift sponsor: New England Promotional Marketing. Carts sponsor: Robert Stern Financial Services. Water sponsor: Atkins Farms Country market. Ice cream sponsor: Flayvors of Cook Farm. Towel sponsor: Hampshire College. Tee box and contest sponsors: men’s longest drive, Jones Group Realtors; women’s longest drive, Edward Jones, Tom McRae. Cost: $125 per golfer; $500 per foursome.

• Aug. 12: Chamber After 5 Lady Bea Riverboat Cruise, 5-7 p.m., at Brunelle’s Marina, 1 Alvord St., South Hadley. The Lady Bea features both inside seating and outside sun decks that attendees can explore while spending a wonderful evening on the Connecticut River. Sponsored by Alden Credit Union. Cost: $25 for members, $30 for guests.
 
FRANKLIN COUNTY CHAMBER OF COMMERCE
www.franklincc.org
(413) 773-5463
 
• July 10-12: Green River Festival, a celebration of world-class music, great local food, beer and wine, a handmade craft fair, and family games and activities, topped off with four hot-air balloon launches and a spectacular Saturday night balloon glow. Hosted by Greenfield Community College. Cost: $99.99 for three-day full-festival tickets; single-day tickets cost $19.99 for Friday, $59.99 for Saturday, and $59.99 for Sunday. For information, visit www.greenriverfestival.com.
 
GREATER CHICOPEE CHAMBER OF COMMERCE
www.chicopeechamber.org
(413) 594-2101
 
• July 22: Summer Sizzle, 4:30-7 p.m., at Elms College Quad, 291 Springfield Street, Chicopee. Rain date is July 23. Menu: strawberry salad, BBQ baked beans, steakhouse potatoes, coleslaw, biscuits with honey butter, BBQ chicken breast, pulled pork, corn on the cob, cookies, assorted soft drinks. Dunk tank, minute-to-win-it games, and more. Cost: $35, which includes food, drink ticket, and games.

• Aug. 20: Mornings with the Mayor, 8-9 a.m., at Porter & Chester Institute 134 Dulong Circle, Chicopee. Coffee and light refreshments will be served while Mayor Richard Kos provides updates about what’s happening in Chicopee and other topics that impact the Greater Chicopee area. Submit questions by Aug. 17 to [email protected]. This event is for chamber members only and is free, but registration is required.
 
GREATER EASTHAMPTON CHAMBER OF COMMERCE
www.easthamptonchamber.org
(413) 527-9414
 
• July 9: Networking by Night, 5-7 p.m., at the Oxbow Sports Complex, 375 Old Springfield Road, Northampton. Sponsored by Mantis Graphics Inc. and William Steplar Financial Services. Cost: $10 for members, $15 for non-members.

• July 13: Monday Morning with the Mayor, 8-9 a.m., at Strong Bus Corp., 40 O’Neil St., Easthampton. This event is free and open to the public.

• July 31: 31st Annual Golf Tournament, 9 a.m. to 4:30 p.m., at Southampton Country Club, 329 College Highway, Southampton. Features prizes, contests, and raffles. Sponsored by A-Z Storage and Properties and Easthampton Savings Bank. Sponsorship opportunities still available. Cost: $110 if registered and paid by July 4, $125 after July 4. Payment due by July 17. Pricing includes cart, gift, lunch, and dinner.

• Aug. 10:
 Monday Morning with the Mayor, 8-9 a.m., at A-Z Storage & Properties, 165 Northampton St., Easthampton. This is your opportunity to bring your questions to Mayor Karen Cadieux for casual conversation and direct answers. This event is free and open to the public.

• Aug. 13: Networking by Night, 5-7 p.m., at Freedom Credit Union, 422B Main St., Easthampton. Join us along with our hosts, Freedom Credit Union and Wireless Zone of Easthampton, for a night of networking. Cost: $10 for members, $15 for non-members.
 
GREATER HOLYOKE CHAMBER OF COMMERCE
www.holycham.com
(413) 534-3376
 
• July 15: Chamber After Hours, 5-7 p.m. Sponsored and hosted by Providence Place at Ingleside, 5 Gamelin St., Holyoke. Discover the beauty of Providence Place at Ingleside. Mix and mingle with friends and colleagues. Refreshments, door prizes, and 50/50 raffle. Cost: $10 for members, $15 for non-members and walk-ins.
 
GREATER NORTHAMPTON CHAMBER OF COMMERCE
www.explorenorthampton.com
(413) 584-1900
 
• July 8: July Arrive @ 5, 5-7 p.m., at Look Memorial Park, 300 North Main St., Florence. Sponsored by Pioneer Landscapes and Easthampton Electrical. A casual mix and mingle with colleagues and friends. This is a joint event with the Northampton Area Young Professionals. Cost: $10 for members.

• July 9: 2015 Workshop: “Tips, Tricks & Shortcuts in Microsoft Word.” Presented and hosted by Pioneer Training, 139B Damon Road, Northampton. This workshop contains a variety of quick tips and tricks in Microsoft Word that will save you hours of time. Topics covered include tips for selecting text, using the format painter, working with tabs and indents, wrapping text around pictures, using autocorrect and autotext, turning on or off automatic formatting, and options for viewing a document. Pre-registration is required, and space is limited. Cost: $20 for members, $30 for non-members. RSVP required, as space is limited. To register, visit [email protected].

• July 14: 2015 Seminar: “What Employers Need to Know About the New Sick-leave Law,” 4-5 p.m., location to be announced. Presented by attorney James Winston. This talk will center on how new regulations will affect employers, and what employers need to do so that they will not run afoul of the new law. It is important for all employers to understand their obligations, even if they have fewer than 11 employees. The presenter will also discuss various hypothetical situations under the new sick-leave law. Pre-registration is required, as space is limited. To register or for more information, e-mail [email protected].
 
GREATER WESTFIELD CHAMBER OF COMMERCE
www.westfieldbiz.org
(413) 568-1618
 
• July 9: 38th Annual Pancake Breakfast, 7-11 a.m., on the South Middle School Lawn, 30 West Silver St., Westfield. If it rains, the event moves to the cafeteria. Cost: $6 for adults, $5 for seniors, $3 for children under 12. Tickets are available at the chamber office, Flowers by Webster, and the Press Room.

• Sept. 9: September After 5 Connection, 5-7 p.m., at Tekoa Country Club, 459 Russell Road, Westfield. Refreshments will be served. Bring your business cards and make connections. Cost: $10 for members, $15 cash for non-members. To register, call Pam at the chamber office at (413) 568-1618.
 
NORTHAMPTON AREA YOUNG PROFESSIONAL SOCIETY
www.thenayp.com
(413) 584-1900
 
• July 8: July Arrive @ 5, 5-7 p.m., at Look Memorial Park, 300 North Main St., Florence. Sponsored by Pioneer Landscapes and Easthampton Electrical. A casual mix and mingle with colleagues and friends. This is a joint event with the Greater Northampton Chamber of Commerce. Cost: $10 for chamber members.
 
WEST OF THE RIVER CHAMBER OF COMMERCE
www.ourwrc.com
(413) 426-3880
 
• Aug. 17:
 West of the River Chamber of Commerce Annual Golf Tournament, at The Ranch in Southwick. Schedule: 11:30 a.m., registration; noon, lunch; 1 p.m., shotgun start, scramble format. Cost: $125 for golf and dinner. For more information and for tickets, contact the chamber office at (413) 426-3880 or [email protected].

Court Dockets Departments

The following is a compilation of recent lawsuits involving area businesses and organizations. These are strictly allegations that have yet to be proven in a court of law. Readers are advised to contact the parties listed, or the court, for more information concerning the individual claims.

FRANKLIN SUPERIOR COURT
John Anctil v. Jordan Quinn Consulting, LLC
Allegation: Defendant wrongfully misappropriated property and assets in breach of an agreement to manage them in trust on behalf of the plaintiff: $2,100,000
Filed: 4/17/15

HAMPDEN SUPERIOR COURT
McCormick-Allum Co. Inc. v. Elmcrest Inc.
Allegation: Failure to pay balance for agreed services, labor, materials provided: $51,790.92
Filed: 4/1/15

Western Mass Primary Care v. New England Practice Management Inc.
Allegation: Medical billing company failed to honor agreement: $410,000
Filed: 5/13/15

SPRINGFIELD DISTRICT COURT
Verizon New England Inc. v. City of Springfield and Springfield Water and Sewer Commission
Allegation: Negligent damages to plaintiff’s underground conduit, cable, and related facilities: $16,246.65
Filed: 5/12/15

WESTFIELD DISTRICT COURT
Simplicity Engineering, N.E. Inc. v. Northside Carting Inc.
Allegation: Non-payment of rental machinery: $15,148
Filed: 4/15/15

Daily News

SPRINGFIELD — Local law firm, Shatz, Schwartz and Fentin, P.C. announced that partner Steven Weiss has been chosen as a panelist for a Massachusetts Continuing Legal Education (MCLE) seminar about the issues real-estate professionals face when encountering a foreclosure.

“How to Dissect and Scrutinize a Foreclosure” will be held Monday, July 13 from 2 to 5 p.m. at the MCLE Conference Center located at 10 Winter Place in Boston. The session will also be broadcast live via webcast and recorded for purchase.

The program is designed to help real-estate practitioners and conveyancers better understand changes to case law, statutory enactments and revisions, and regulatory changes that have altered the Massachusetts foreclosure landscape. Attendees will be able to recognize how what they do — or don’t do — at the closing table may come back to haunt them.

The panelists, including Weiss, will focus on how to review documents from a current foreclosure or a foreclosure in your back title to ensure that the appropriate documents are, or have been, obtained. They will also review common pitfalls conveyancers must avoid in closing transactions, as well as the role of the bankruptcy trustee in the foreclosure process.

Topics to be covered include foreclosure checklist, deed in lieu as an alternative to a foreclosure, key court decisions and statutory enactments in the foreclosure world, common title issues that arise during the foreclosure process and how they may be addressed, and the role of the bankruptcy trustee in the foreclosure process. There will be an ‘ask the experts’ question-and-answer session.

The cost of the event is $245 and includes “Massachusetts Mortgages, Foreclosures and Workouts,” a comprehensive, practical guide to the mortgage and foreclosure issues facing Massachusetts attorneys today. Cost for MCLE sponsor members is $220.50. A 50% discount of $122.50 is available for new lawyers admitted to practice after 2012. Attendees can earn up to three CLE credits. To register, visit www.mcle.org/product/catalog/code/2150336P01.

Weiss concentrates his practice in the areas of commercial and consumer bankruptcy, reorganization and litigation. He supervises the firm’s bankruptcy, reorganization, and workout practice, and represents creditors, debtors, and others in both commercial and consumer bankruptcy cases throughout Massachusetts.

Daily News

SPRINGFIELD — Massachusetts Attorney General Maura Healey filed final regulations on June 19 regarding the new Earned Sick Leave Law that will take effect tomorrow, leaving employers with only eight business days to make payroll and policy changes to stay in compliance of the law.

The final regulations addressed questions about the law’s ambiguities that have been raised throughout the Commonwealth, including several by local employment-law attorney Kimberly Klimczuk, partner at Skoler, Abbott & Presser, P.C. Klimczuk testified before the attorney general during the public hearing in Springfield in May, advocating for employers.

“This public-notice and comment period offered by the attorney general was our opportunity to gain clarity on behalf of employers,” said Klimczuk. “Over the last six months, I have presented to almost a dozen groups of human-resource professionals and clients that had questions not clearly answered within the law or previously issued regulations.”

Klimczuk brought the questions to the attention of the attorney general so that ambiguities could be addressed within the final regulations. The final regulations clarified several issues, such as whether sick leave can be used concurrently with leave taken pursuant to the Family and Medical Leave Act or other leave laws, whether differential pay would be included in sick pay, and whether policies that condition holiday pay on attendance the day before and the day after the holiday would be acceptable under the non-retaliation provisions of the law.

“I was impressed with how responsive the attorney general and her staff were to employer concerns,” she said. “Many of the issues I raised at the public hearing were explicitly addressed in the final regulations, such as the provision about holiday policies, which was a huge relief to many of my clients. While not everything was resolved in exactly the way we had hoped, in many areas, we at least have the information we need to provide a definitive answer to our clients’ questions.”

Still, given the short period of time between the issuance of the final regulations and the effective date of the law, many employers are scrambling to make the policy changes necessary to come into compliance by the July 1 effective date. To assist employers in this endeavor, Skoler, Abbott & Presser, P.C. attorneys Susan Fentin and David McBride are presenting a seminar this morning on the new Earned Sick Leave Law and the final regulations at the Sheraton Springfield. The firm is also planning a seminar in Worcester, date and time to be announced.

Daily News

SPRINGFIELD — The Springfield College board of trustees recently announced its 2015-16 board elections during its annual meeting on the campus.

Gregory Toczydlowski has been elected board chair. He is the president for personal insurance for the Travelers Companies Inc. He earned a bachelor’s degree in business management from Springfield College in 1989, and has been on the college’s board of trustees since 2011.

Toczydlowski takes over for Douglass Coupe, who served as chair for four years. Coupe is the retired vice president of State Street Global Investor Services. He earned a bachelor’s degree, master’s degree, and certificate of advanced studies at Springfield College, and has been a trustee more than 20 years.

James Ross III will serve as vice chair of the board of trustees. He is the former chief development officer for Grupo TorreSur in Southboro.

The following individuals have been re-elected to serve a three-year term on the Springfield College board of trustees:

• Bridget Belgiovine, the current Physical Education, Recreation, and Athletics Department chair at Wellesley College. She earned a master’s degree from Springfield College in 1987;

• William Burke III, chief operating officer for Newell Rubbermaid in East Longmeadow;

• Lisa Emirzian, co-owner of Emirzian, Mariano & Associates in East Longmeadow, and a dentist focusing on esthetic and restorative dentistry. She earned a bachelor’s degree from Springfield College in 1979;

• Jeni Ellis Halliday, owner of Wellness at Work;

• MaryLynn Jacobs, founder and partner of Attain Therapy + Fitness in East Longmeadow. She earned a bachelor’s degree from Springfield College in 1981;

• Stephen McCarthy, director of Real Estate and Facilities for Shields Health Care Group in Quincy. He received a bachelor’s degree from Springfield College in 1986;

• Michele Megas-Ditomassi, a community volunteer and retired teacher who earned a bachelor’s degree from Springfield College in 1979, and a certificate of advanced study from the college in 1989;

• Linda Moffat, a retired media consultant for Moffat Communications. She earned a bachelor’s degree from Springfield College in 1973;

• John Odierna, an attorney at law for the Law Offices of John A. Odierna in Springfield. He earned a bachelor’s degree from Springfield College in 1964; and

• Robert Sullivan Jr., president and owner of the Sullivan Companies in Springfield.

New to the board of trustees will be:

• Kevin Washington, elected to serve a three-year term. Washington is president and CEO of YMCA of the USA; and

• Jonathan Reidy, elected Springfield College student trustee. Reidy is an athletic training major and will be entering his senior year this fall.