Daily News

SPRINGFIELD — Dietz & Company Architects Inc. recently welcomed Laura Mukazhanova and Chen Yu to the firm, both in the role of architectural associate.

Mukazhanova recently received her bachelor’s degree from Syracuse University, where she completed her thesis on the effects of architecture on one’s mental and emotional state. She illustrated this with a focus on addressing the issue of burnout in the healthcare industry through the use of visual and sensory perceptions in the workplace. As such, she has a particular interest and curiosity in architecture that has the potential for emotional and aesthetic influence on its occupants.

Chen recently graduated with her master of architecture degree from the University of Virginia. While completing her studies, she interned at architecture firms in Virginia and China. She also had the opportunity to conduct research on-site in Utqiagvik, Alaska regarding the reuse of waste heat. With an interest in public building design, she looks forward to expanding her knowledge on the subject through her project work at Dietz.

Daily News

GREENFIELD — The Greenfield Public Library and the city of Greenfield invite the community to the grand opening of the new Greenfield Public Library today, July 13.

The festivities kick off at 9:30 a.m. with the Greenfield Military Band, followed by a ribbon-cutting ceremony at 10 a.m., after which the 26,800-square-foot facility will officially open for a day of discovery and exploration. Participants will include Greenfield Mayor Roxann Wedegartner, Lt. Gov. Kim Driscoll, and other elected officials.

After the library is officially open, attendees will be invited to the community meeting room to enjoy a slice of cake, sign the guest book, and begin exploring the new library. The library will remain open with all-day programming until 5 p.m., including a family story time, arts and crafts activities, and demos in the new makerspace, teen room, and children’s department.

The library, located at 412 Main St., will be open during regular hours on Friday and Saturday, July 14-15, continuing the celebration with special programs, musical guests, and more. Click here for a schedule of the grand-opening events. The festivities, sponsored by Friends of the Greenfield Public Library, are free and open to everyone in the community.

Daily News

SPRINGFIELD — Bacon Wilson, P.C. announced that Alexandre Pereira, Allison Hanna, Lauren Rainville, and Emily Gorney have been accepted into its law-clerk program for the 2023-24 school year.

Bacon Wilson created the clerkship program more than 40 years ago to allow law-school students to gain experience and mentoring in the legal profession. The  clerks are an integral part of the firm and participate in various firm events during their time at Bacon Wilson.

Pereira joined Bacon Wilson in May 2023. He is a Western New England University School of Law candidate for juris doctor in May 2024. He earned his bachelor’s degree, magna cum laude, in finance from Western New England University (WNE) in 2021. Prior to Bacon Wilson, he was a teaching assistant in the academic success center at WNE. He was also a legal assistant at Marta Law Offices in Ludlow, where he gained experience in estate planning and real-estate law. Currently, he has interests in estate planning and litigation. In addition to his previous work experience, Pereira has volunteered his time at Our Lady of Fatima Parish and was also a Best Buddies International Organization member. He has lived in Western Mass. his entire life and hopes to continue his legal career here after graduation. He is looking forward to using his time at Bacon Wilson to explore many other areas of law.

Hanna is one of two returning law clerks for a second year and has been with Bacon Wilson since September 2022. She is a Western New England University School of Law candidate for juris doctor in May 2024. She earned her bachelor’s degree, summa cum laud, in legal studies from State University of New York in Canton in 2020, and her associate of applied science degree in paralegal studies from Tompkins Cortland Community College in Dryden, N.Y. in 2018. Hanna competed on the WNE National Moot Court team and served as a student attorney for the WNE Global Justice Clinic. She is the founder and chair of the parents attending law school committee through Western New England, and also worked as a lawyering skills teaching assistant. Before joining Bacon Wilson, she was a law clerk for Riscassi & Davis, P.C. in Hartford, Conn., as well as a paralegal at Morrison Mahoney in Springfield and Newman & Lickstein in Syracuse, N.Y.

Rainville is a returning law clerk who joined Bacon Wilson in May 2022. She is a Western New England University School of Law Candidate for juris doctor in May 2024. She earned her bachelor’s degree, cum laude, in business management from Bay Path University in 2016. Her previous experience includes negotiations and settlements with claimants’ attorneys and pro-se claimants on personal and commercial auto damage and injury losses in Connecticut. Rainville has volunteered her time at the Jewish Family Services Legal Immigration Clinic and as an educator at Paulo Freire Social Justice Charter School. She participated in the WNE School of Law’s Real Estate Practicum in the spring of 2023. She is interested in pursuing a career in criminal or civil litigation, and she hopes to build on the network she has formed and practice in the Springfield area.

Gorney joined the firm in May 2023 and will be eligible for her juris doctor in May 2024 from Western New England University School of Law. She holds a bachelor’s degree in international trade and marketing from the Fashion Institute of Technology in New York City. She is interested in family law, immigration, and international law. This fall, she will be a judicial intern for the Hartford Immigration Court. She participated in WNE’s Global Justice Clinic last spring, which provided legal aid to families separated at the southern U.S. border. She has also volunteered for the National Immigrant Women’s Advocacy Project, Jewish Family Services of Western Massachusetts, and Dakin Humane Society. Gorney enjoys the personal and interactive aspects of lawyering and is passionate about advocating for underrepresented communities. She hopes to continue building a professional network in the Western Mass. area and is committed to maintaining involvement in the community.

Bacon Wilson Managing Shareholder Jeffrey Fialky noted that “we are thrilled to have these four exceptional law students continue in Bacon Wilson’s longstanding tradition of law-clerk excellence, and we are very fortunate to have this region’s best and brightest contribute to our work for the benefit of our clients.”

Daily News

HOLYOKE — Holyoke Community College (HCC) is offering a free program for English-language learners looking to begin careers in the culinary and hospitality field.

The course, “MassSTEP ESOL Culinary Arts,” begins Monday, July 17 at the HCC MGM Culinary Arts Institute, 164 Race St., Holyoke. It runs Monday through Friday, 9 a.m. to 3:30 p.m., through Aug. 25.

The 180-hour training is designed for people learning English who are at an intermediate level. ESOL (English for speakers of other languages) instruction is built into the curriculum. The program is free thanks to a grant from the Adult & Community Learning Services division of the Massachusetts Department of Elementary & Secondary Education (DESE).

MassSTEP (skills, training, education programs) denotes a statewide network of DESE-funded pathways that prepare adult learners for promising careers with dynamic Massachusetts businesses.

In the HCC class, students will gain skills in knife techniques, cooking methods, culinary math and measurements, workplace etiquette, résumé building, and job searching, and earn workplace certifications including ServSafe manager, food handler, and alcohol. The course incorporates 90 hours of English-language learning and career preparation. The program is open to adult residents of Massachusetts who are learning English.

“This hands-on training is an exciting opportunity for students to begin a new career in culinary and hospitality, advance into higher-level roles, or continue studying culinary and hospitality at the college level,” said Pesha Black, director of ESOL at HCC. “Our alumni have gone on to work in restaurants, food service, hotels, and started their own entrepreneurial ventures. We work with over two dozen local employers eager to hire qualified graduates as food preparers, line cooks, servers, bartenders, hosts and hostesses, and hotel workers.”

For more information or to enroll, contact Moira Lozada at (413) 561-7280 or [email protected].

Daily News

SPRINGFIELD — Julie Dick, counsel at Bulkley Richardson, has been named one of this year’s Emerging Women Leaders in the Law by the Women’s Bar Assoc. of Massachusetts (WBA).

The WBA’s Emerging Women Leaders in the Law award honors women attorneys who have demonstrated professional excellence or had a significant professional achievement in approximately their first 12 years in the legal profession, and either promote the status of women in the legal profession or contribute meaningfully to the equal participation of women in a just society.

The other honorees are Avana Epperson-Temple of Peabody & Arnold LLP, state Rep. Tram Nguyen, and Whitney Williams of the Middlesex County District Attorney’s Office.

“This year’s group of Emerging Women Leaders is an exceptional group of women attorneys whose talent and accomplishments thus far in their careers are commendable. I look forward to their continued good work and celebrating their contributions to the legal profession into the future,” said Jessica Babine, WBA president.

The 2023 awardees will be celebrated at the WBA’s annual gala on Oct. 16 at Marriott Copley Place in Boston.

Daily News

PITTSFIELD — Pittsfield Cooperative Bank appointed Ray Smith as its vice president, Marketing director. In his new role, Smith will manage the co-op’s marketing efforts, media relations, and community outreach, ensuring that the company’s brand and image are communicated effectively across all platforms.

Smith joins the co-op after serving as administrative director, Public Information officer, Marketing officer for Southwestern Vermont Health Care (SVHC) in Bennington, Vt. for the last nine years. While at SVHC, Smith received several marketing and communications awards and was instrumental in opening up the Northern Berkshire market and developing promotional fundraising materials.

He has more than 20 years of experience in senior marketing and executive leadership roles in financial services, tourism and hospitality, consumer packaged goods, and manufacturing. He previously served on the board of directors for the Southwestern Vermont Chamber of Commerce, the Williamstown Chamber of Commerce, the Berkshire Workforce Board, Berkshire Compact for Higher Education, and Berkshire Creative Economy.

“The Pittsfield Cooperative Bank is thrilled to welcome Ray to our team,” said J. Jay Anderson, president and CEO of Pittsfield Cooperative Bank. “He is an innovative and award-winning marketing communications leader. His experience and marketing acumen will be a huge asset to the institution.”

Smith received his bachelor’s degree in communications from Colby-Sawyer College in New London, N.H., and his master’s degree in communications from Ithaca College in Ithaca, N.Y.

Daily News

EASTHAMPTON — bankESB recently promoted Peter Gilbert to assistant branch manager of its 241 Northampton St. branch in Easthampton.

Gilbert started as a teller at bankESB’s Hadley branch in 2018, was promoted to teller supervisor in 2019, and moved to float retail supervisor in 2021. He holds an associate degree in liberal arts and science from Springfield Technical Community College, as well as a bachelor’s degree in computer information technology from Elms College.

Daily News

SPRINGFIELD — Common Wealth Murals will hold a ribbon cutting for its most recently completed mural, a collaboration with the Live Well Springfield Climate Justice Coalition, today, July 12, at 5:30 p.m. at 470 Chestnut St., Springfield.

The mural was painted by Betsy Casañas, a visual and public artist, educator, community activist, and organizer. Live Well Springfield has worked with Common Wealth Murals on this climate-justice mural that brings together activism and art. Communications funding from Trinity Health Of New England and Blues to Green supported the development and creation of this mural.

Casañas held several meetings with stakeholders and members of the community for the design of the mural, and was impacted by Springfield having the highest cases of asthma in the country. The mural is a reflection of Puerto Rican culture and depicts purifying the air and “empowering folks with small, attainable goals that can transform the environment for generations to come,” she explained.

Live Well Springfield comprises more than 30 community partners convened by the Public Health Institute of Western Massachusetts. The coalition’s primary initiatives are Climate Change Health and Equity, the Transforming Communities Initiative, Age and Dementia Friendly Cities, and the built environment.

Bomba de Aqui, a local dance group, will give a short performance at the start of the ribbon-cutting event. Bomba de Aqui is directed by Brendalíz Cepeda, also the lead dancer. Cepeda is the granddaughter of bomba performer Rafael Cepeda and learned the art and its history in her family.

Since 2019, Common Wealth Murals (CWM) has facilitated the creation of 39 murals in Springfield and six in other Massachusetts towns. Of the 45 murals already created, 25 were done using a community-engaged process that involved several thousand people in the design and painting of the murals. CWM has also produced Springfield’s graffiti jams; window, bike-kiosk, and sidewalk-chalk installations; and other temporary public art installations.

Daily News

BOSTON — Business confidence remained flat during June amid a resilient economy, stubborn inflation, a pause by the Federal Reserve, and a shortage of workers across almost every industry.

The Associated Industries of Massachusetts (AIM) Business Confidence Index gained 0.1 point to 49.7, just below the 50 mark that separates optimistic from pessimistic outlooks. Confidence ended the month 1.1 points lower than a year earlier.

The mixed reading reflects an economy that continues to defy expectations in the face of 10 interest-rate increases by the Federal Reserve. The Fed paused rate increases last month as inflation moderated to 4%, but more hikes are likely since the Fed’s target inflation rate is 2%.

Though many national economists believe a recession remains probable, the Massachusetts job market remains strong, with the unemployment rate dropping to 2.8% in May.

“As 2023 reached its midpoint, we experienced a tech-fueled stock-market rally instead of the recession many economists believe is inevitable,” said Sara Johnson, chair of AIM’s Board of Economic Advisors (BEA). “Employers tell us that, even though they worry about rising prices, they also remain desperate to find workers in a tight labor market.”

The AIM Index, based on a survey of more than 140 Massachusetts employers, has appeared monthly since July 1991. It is calculated on a 100-point scale, with 50 as neutral; a reading above 50 is positive, while below 50 is negative. The Western Massachusetts Business Confidence Index, developed in collaboration with the Springfield Regional Chamber of Commerce, was unchanged in June at 45.7.

The statewide constituent indicators that make up the Index were mixed in a narrow range during June. The confidence employers have in their own companies edged up 0.1 point to 51.9, ending the month 4.1 points less than June 2022.

The Massachusetts Index assessing business conditions within the Commonwealth fell 0.2 point to 49.5, leaving it up 2.3 points from a year earlier. The U.S. Index measuring conditions throughout the country gained 0.8 point to 43.4, remaining in pessimistic territory for a ninth consecutive month.

The Current Index, which assesses overall business conditions at the time of the survey, fell 0.6 points to 50.7. The Future Index, measuring projections for the economy six months from now, gained 0.9 point to end the month at 48.7.

The Manufacturing Index dropped 0.8 point to 45.7, ending the month 3.6 points lower than a year ago. Confidence among non-manufacturing companies was up 0.3 points to 52.1. The Employment Index gained 0.4 point to 51.2. Small companies (51.2) were slightly more optimistic than large companies (49.6) and medium-sized companies (48.5).

Marcelo Suárez-Orozco, chancellor of UMass Boston and a member of the BEA, said the presence of a worker shortage even in a slowing economy underscores the importance of educational institutions preparing the next generation of employees, especially the fast-growing demographic of immigrant-origin students.

“The only group growing enrollments in higher education is immigrant origin students — and they are projected to be the primary group driving growth of the U.S. labor market into 2035. They play a particularly important role in the science, technology, engineering, and math sector of the economy,” Suárez-Orozco said.

AIM President and CEO John Regan, a BEA member, said employers have been encouraged by the fact that all three elements of Massachusetts state government — Gov. Maura Healey, the House of Representatives, and the Senate — have passed versions of tax reform. Tax changes are expected to improve the Commonwealth’s economic competitiveness while also helping individuals struggling with rising costs for food, housing, and other staples.

“The governor and the House are wisely seeking tax changes that will improve our economic climate that has seen tens of thousands of Massachusetts residents leave the state in recent years,” Regan said. “We look forward to the final version of tax relief from the conference committee.”

Daily News

GREENFIELD — Continuing a tradition of supporting small local businesses and job creation, Greenfield Cooperative Bank (GCB) announced a $25,000 donation to the Franklin County Community Development Corp. (FCCDC).

“We are proud to support the Franklin County CDC and their mission to foster economic and community development in our region,” said Tony Worden, Greenfield Cooperative Bank president and CEO. “They have been instrumental in providing assistance to small businesses and entrepreneurs. Our donation is a way of expressing our gratitude and appreciation for their work and our commitment to the local economy and community.”

FCCDC Executive Director John Waite thanked GCB for their sustained support, which will be directed to giving businesses — of all types and at all stages — assistance and resources to start or grow their ventures.

“We appreciate Greenfield Cooperative Bank’s investment in our local economy,” Waite said. “When small businesses have the resources they need to thrive, the whole community benefits.”

In the past year, the FCCDC has worked with more than 400 businesses, helping them navigate challenging economic times. As an incentive for others to give, donors who give more than $1,000 to the FCCDC will receive a Massachusetts state income-tax credit in the amount of 50% of the donation. For example, a donation of $1,000 will end up costing the donor just $500 after the tax credit. Donate at fccdc.org/support.

The FCCDC offers free weekly information sessions for businesses and those wishing to start a business on Zoom; visit fccdc.org/get-started to register.

Daily News

WEST SPRINGFIELD — The Eastern States Exposition announced a one-day flash ticket sale today, July 11, to mark the 66-day countdown to the Big E.

Admission tickets costing $12 (reduced from the regular price of $20) will be on sale today from 9 a.m. to 7 p.m. only at www.thebige.com. There is a limit of eight tickets per order. Tickets can be used any one day of the fair.

Celebrate National Cow Appreciation Day with tickets to the largest agricultural event on the East Coast. See cows, horses, sheep, llamas, goats, and more during the fair, which runs from Sept. 15 to Oct. 1. And check out the concert lineup, from John Fogerty and Third Eye Blind to Jimmy Eat World, Zedd, Quinn XCII, and more at thebige.com.

This special sale is a way for the Big E to say thanks to its 1,603,354 visitors who helped make the 2022 Big E the fourth-largest fair in North America.

Daily News

SPRINGFIELD — United Way of Pioneer Valley announced the return of the Stuff the Bus program, which provides backpacks filled with school supplies for students who are homeless throughout Hampden County, Granby, and South Hadley.

United Way works with the McKinney-Vento representatives for each school district in its geographic footprint to gather the number of K-12 students who are homeless. Stuff the Bus relies on donations of school supplies from the community, and volunteers assist with the packing.

“We are fortunate to have generous donors who want to ensure that every student begins the school year with the supplies they need. And we are grateful to Peter Pan Bus Lines, who lend a bus and driver each year to deliver the backpacks to the school districts,” said Megan Moynihan, interim president and CEO of United Way of Pioneer Valley.

Items needed most include spiral notebooks, composition books, looseleaf paper, crayons, index cards, pencil sharpeners, erasers, glue sticks, highlighters, and rulers. Click here to order supplies through Amazon Wish List and have them delivered to United Way. Supplies may also be dropped off at the United Way of Pioneer Valley offices at 1441 Main St., Springfield, through Aug. 7.

Daily News

WESTFIELD — The Westfield State University board of trustees elected Ali Salehi to serve as its chair, while trustees Melissa Alvarado and Gloria Williams were elected as vice-chair and secretary, respectively. Daniel Currier, class of 2025, was elected to the board as student trustee.

Salehi serves as managing director of Hansen Engineering and Machinery Co. Inc. of Danvers. A former board member of the Greater Westfield Chamber of Commerce, the Westfield State University Foundation, and the Westfield Redevelopment Authority, Salehi is a current trustee of Suffield Academy and a former vice chair of the Baystate Health Foundation. He holds a bachelor’s degree in mechanical engineering and a master’s degree in engineering management from Western New England University.

Alvarado is an assistant vice president in strategic planning and delivery at MassMutual Financial Group and, prior to that, worked in its compliance and information-technology organizations. She previously served as clerk of the Westfield State Foundation and was a member of the Westfield State Alumni Assoc. executive council. In addition earning a bachelor’s degree in business administration from Westfield State in 1999, Alvarado holds an MBA in finance from Western New England University and earned an executive certification in leadership and management from the University of Notre Dame.

Williams is an educational consultant and leadership mentor who previously completed a 21-year tenure as a master principal for Springfield Public Schools. Her service in education, including as a representative for the Superintendent’s Advisory Committee, was recognized when she received the 2019 Educational Legacy Achievement Award, presented by Delta Sigma Theta Sorority Inc. Williams is also president of the consulting firm Coalition of Experienced Black Educators Inc. and the newly elected president of the board of directors for Families Against Violence. She earned a bachelor’s degree in education from Westfield State College in 1977 and a certificate in advanced graduate studies, a M.Ed., and a Ed.D. from UMass Amherst.

Currier was elected by the student body in April to serve as Westfield State’s student trustee for the 2023-24 academic year. A junior with majors in accounting and finance with minors in economics and English, Currier was formerly vice president for Finance for Westfield State’s Student Government Assoc., is president of the Accounting Club, and serves as a campus tour guide, new-student-orientation leader, and peer tutor. Currier is also a Commonwealth Honors Scholar and received the Executive Excellence Award from the Westfield State University Student Government Assoc.

Daily News

GREAT BARRINGTON — On Friday, July 14 at 10:45 a.m., Knosh & Knowledge will present Letty Cottin Pogrebin, who will talk about her acclaimed (and controversial) family memoir, Shanda: A Memoir of Shame and Secrecy. Joining her will be moderator Rabbi Shira Stern. This free program will take place at Hevreh of Southern Berkshire, 270 State Road, Great Barrington.

The word ‘shanda’ is defined as shame or disgrace in Yiddish. This book tells the story of three generations of complicated, intense 20th-century Jews for whom the desire to fit in and the fear of public humiliation either drove their aspirations or crushed their spirit. While unmasking their charades and disguises, Pogrebin also showcases her family’s remarkable talent for reinvention in a narrative that is, by turns, touching, searing, and surprisingly universal.

Books will be available for purchase, or attendees can bring their own copy for signing by the author.

This event is part of the monthly Knosh and Knowledge series sponsored by the Jewish Federation of the Berkshires and is also part of Jewish Literary Voices, a federation series in collaboration with Jewish Book Council. For more on this program and other federation events, visit jewishberkshires.org.

Daily News

LUDLOW — Cristina Gonzalez has been promoted to general manager at the Holiday Inn Express Ludlow. She has worked with Pioneer Valley Hotel Group (PVHG) since 2015. Before taking the general manager position, she worked in various other roles within the PVHG family of hotels.

“We are excited for Cristina’s continued growth in her new role,” said Shardool Parmar, co-owner of Pioneer Valley Hotel Group.

Gonzalez began working at the Holiday Inn Express Ludlow in the winter of 2022. She said she has appreciated meeting new people every day, growing and learning, and experiencing innovation in hospitality, and strives to create a healthy workplace environment through trust and cooperation.

“I’m excited to learn more about the Ludlow community and to see my former co-worker David Ruymen rise to the challenge of my previous position” of assistant general manager at Hampton Inn Hadley, Gonzalez said.

Daily News

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

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

But there are hundreds, perhaps thousands of heroes whose stories we still need to tell. And that’s where you come in.

Nominations for the class of 2023 are due Saturday, July 29, and we encourage you to get involved and help recognize someone you consider to be a hero in the community we call Western Mass. in one (or more) of these seven categories:

• Patient/Resident/Client Care Provider;
• Health/Wellness Administrator/Administration;
• Emerging Leader;
• Community Health;
• Innovation in Health/Wellness;
• Collaboration in Health/Wellness; and
• Lifetime Achievement.

Nominations can be submitted at businesswest.com/healthcare-heroes/nominations.

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

Business Talk Podcast Special Coverage

We are excited to announce that BusinessWest has launched a new podcast series, BusinessTalk. Each episode will feature in-depth interviews and discussions with local industry leaders, providing thoughtful perspectives on the Western Massachuetts economy and the many business ventures that keep it running during these challenging times.

Go HERE to view all episodes

Episode 170: July 10, 2023

Joe Bednar talks with Craig Della Penna, president of the Norwottuck Network Inc. board of directors and broker at the Murphys Realtors

Rail trails are much more than a recreational option for pedestrians and bicyclists. They also connect communities, promote both personal wellness and a healthy travel alternative to carbon-emitting vehicles, and are increasingly being seen as an economic driver, especially in and around gateway cities. On the next installment of BusinessTalk, BusinessWest Editor Joe Bednar talks with Craig Della Penna, president of the Norwottuck Network Inc. board of directors and broker at the Murphys Realtors, about his decades of work promoting progress around rail trails — most recently with efforts to complete the 104-mile Massachusetts Central Rail Trail between Northampton and Boston. It’s must listening, so tune in to BusinessTalk, a podcast presented by BusinessWest and sponsored by PeoplesBank.

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Daily News

LEE — Lee Bank Foundation awarded $50,000 to 12 Berkshire area organizations for its second round of 2023 community funding. Recipients were awarded grants ranging from $1,000 to $10,000 to support their local programming.

The following organizations received funding from Lee Bank Foundation: Becket Athenaeum, Berkshire Bounty, Berkshire Center for Justice, Berkshire Children’s Chorus, Berkshire Community Diaper Project, Berkshire County Arc, Berkshire South Regional Community Center, Community Access to the Arts, Elizabeth Freeman Center, Greenagers, Mass Audubon Pleasant Valley, and Roots Rising.

The deadline to apply for the next round of 2023 foundation funding is Sept. 1. Click here for the application and more information.

To be considered for grant awards, applicants must be a (501)(c)(3) nonprofit organization. The foundation is focused on funding programs that work to bridge income and opportunity gaps in the region. Funding requests should reflect one or more of Lee Bank Foundation’s primary focus areas: education and literacy; food security and nutrition; economic growth and development; health and human services; or mentorship, internship, and school-to-work initiatives. Applicants are eligible to receive funding only once in a 12-month period.

Daily News

HOLYOKE — The Valley Blue Sox announced upcoming promotions for the team’s home games on Saturday and Sunday, July 8-9.

On July 8, the team will host a doubleheader versus the Upper Valley Nighthawks. The opening game will be at MacKenzie Stadium at 3 p.m., followed by the second game at 6:35 p.m. Admission will cover both seven-inning games in the doubleheader.

The team will give away baseball caps to the first 300 fans to enter the bValley Blue SoxValley Blue SoxValley Blue Soxallpark, sponsored by Westfield Bank. Additionally, the Blue Sox will host a Seven Innings of Winnings event in the second game on Saturday. The team will raffle off a different gift card to fans each half-inning.

On July 9 at 1 p.m. versus the Mystic Schooners, the Blue Sox will host a 150th-anniversary celebration for the city of Holyoke. Residents of Holyoke will receive reduced-price admission of $3. The team will also give away Holyoke Millers shirts to the first 150 fans to enter. The Millers were a minor-league team that played at MacKenzie Stadium from 1977 to 1982.

Daily News

SPRINGFIELD — Throughout the months of July and August, Freedom Credit Union is holding its annual summer food drive for the Food Bank of Western Massachusetts to help support essential services for people in need throughout the region.

“This cause will remain near and dear to our hearts as long as there are people in our community who suffer from food insecurity,” Freedom Credit Union President Glenn Welch said. “We are collecting non-perishable food items and cash donations at all our branch locations and invite our members, staff, and community to contribute.”

Last year, Freedom raised more than $4,100 for the Food Bank and collected an additional 930 pounds of food for the Gray House in Springfield.

Suggested donations of non-perishable food and personal care items include hot and cold cereals; packaged rice and grains; pasta and noodles; canned beans and vegetables; canned and dried fruit; peanut butter and nuts; granola bars and crackers; powdered or evaporated milk; instant potatoes; canned chicken, fish, and meat; cooking oils and spices; canned soups, stews, and chili; powdered or canned baby formula; diapers, wipes, and toilet paper; shampoo and body wash; and toothpaste and toothbrushes.

“Please give to the extent you are able and help us take a bite out of food insecurity,” Welch said. “Invite your friends and family to help or create a company-wide initiative at your business. Every donation makes a difference.”

Since 1982, the Food Bank of Western Massachusetts has helped provide much-needed food to residents in Hampden, Hampshire, Franklin and Berkshire counties. It sources its products from donations, which it distributes to participating pantries, meal sites, and shelters throughout the region.

Daily News

HOLYOKE — Spots remain open for summer youth sports programs at Holyoke Community College (HCC). Starting Monday, July 17, HCC will run three weeks of sports programs for youth ages 8-17.

“This summer marks the post-pandemic return of HCC’s summer youth programs in soccer, baseball, and basketball, and we’re excited once again to be able to offer a diverse and robust collection of youth activities,” said Arvard Lingham, coordinator of Non-Credit Programming and Kittredge Center Operations.

All sports programs cost $179 and run from 9 a.m. to 3 p.m. on the main HCC campus, 303 Homestead Ave.

The week of July 17-21 features a Youth Baseball Clinic (ages 8-17), a fun-filled, challenging program that emphasizes fundamental skills and baseball knowledge while building self-confidence and developing every player’s ability to play more competitively. The instructor is Ryan Magni.

On July 24-28 is a Youth Basketball Clinic (ages 8-17), which emphasizes fundamental skills and basketball knowledge while building self-confidence and developing every player’s ability to be more competitive. The clinic director is Chris Montemayor.

Finally, running from July 31 to Aug. 4 is a Youth Soccer Clinic (ages 6-16), taught by Rob Galazka, head coach of the HCC women’s soccer team, with assistance from top college soccer players. The comprehensive clinic stresses basic and advanced skills with plenty of one-on-one instruction.

To register for these and other HCC summer youth programs, visit hcc.edu/summer-youth.

Community Spotlight

Community Spotlight

Chris Willenborg stands in front of one of the private jets

Chris Willenborg stands in front of one of the private jets based at Barnes Westfield Regional Airport, one of the many assets contributing to economic-development efforts in the city.

The F-35 stealth fighter is nicknamed ‘Lightning,’ and it is certainly expected to provide a powerful surge in Westfield.

The Pentagon announced in April that 18 F-35A fighters will be based at Westfield Barnes Regional Airport with the Air National Guard’s 104th Fighter Wing, replacing the F-15s that have been flying over the city — and on missions around the world — since 2007.

Rick Sullivan, president and CEO of the Western Massachusetts Economic Development Council — but also a former mayor of this city for a dozen years and currently a city councilor — said the F-35s will become an obvious point of pride for the community and the region, but there is an economic-development component to this decision as well.

Indeed, the move will stabilize and secure the long-term future of the 104th, which brings more than 1,000 jobs and millions of dollars in direct support to the local economy each year.

“The F-35s are obviously hugely important, not only to the operation of Westfield Barnes Regional Airport, but to the 104th, which is a significant employer in the region, and a significant business,” Sullivan explained. “Aside from being an absolute point of pride for the city and the region, it’s an important economic development as well.”

Chris Willenborg, manager of the airport, agreed.

“The F-35s mean a lot to the future of the 104th’s presence at the airport,” he told BusinessWest. “This decision really solidifies the 104th Fighter Wing having a mission at Barnes Regional Airport for the next 50 or 60 years; having a new fighter based here will be a significant asset for the airport moving forward.”

Meanwhile, the F-35s provide a powerful, up-close representation of an important part of the city’s economy: its precision-manufacturing shops, large and small, many of which provide parts to the defense and aerospace industries and planes like the F-35A.

Indeed, Sullivan, in talking about the presence of the precision-manufacturing sector and its importance to the region, has often noted that, when military or commercial planes fly over the region, residents can point to them and note that components of those aircraft are made in the 413.

And especially in Westfield, which boasts companies such as Advance Manufacturing, Boulevard Machine and Gear, and Peerless Precision, all of which have a number of customers in the aviation, defense, and aerospace sectors.

Tom Flaherty

Tom Flaherty says Whip City Fiber has become a $30-million-a-year business.

Kristin Carlson, president of Peerless, told BusinessWest that, after a lull toward the middle of the pandemic, business is picking up for Peerless and other precision manufacturers, who say their biggest challenge remains finding enough talented workers, especially as members of the Baby Boom generation retire in ever-larger numbers and the numbers of young people looking to get into this field remains … well, underwhelming.

“It’s still very much an employees’ market,” she said, adding that firms in this city and neighboring communities are competing tooth and nail for a very limited supply of qualified help, which is driving wages and benefits skyward and making it harder for smaller shops to compete against the larger national and international players.

While precision manufacturing remains a large and stable employer, the city’s economy is strong and diverse, said Mayor Michael McCabe, the former police captain who sought and won the corner office in 2021 and will seek a second two-year term this fall.

He noted the strong presence of manufacturing and distribution facilities, many of them located at or near the airport, as a well as strong retail (Walmart, Home Depot, and many others have locations in the city) and hospitality sectors, and major employers including Baystate Noble Hospital and Westfield State University.

It could also become home to a sprawling, $2.7 billion hyperscale data center complex planned for the city’s north side. That project and an accompanying tax-incentive financing plan have been approved by city officials, and the developers are awaiting word from the state on economic incentives it will provide to support the massive undertaking.

McCabe also cited a changing, rebounding downtown, one that will never again be the retail hub that is was decades ago, but is evolving into a collection of diverse shops and intriguing new developments, such as the housing complex taking shape in the former Lambson’s furniture store building on Elm Street.

For this, the latest installment of its Community Spotlight series, BusinessWest turns its focus on Westfield, where things are looking up — and so are people, especially when the F-35s are flying overhead, as they did at the recent airshow at Barnes and will do for perhaps the next 30 or 40 years.

 

Ready for Takeoff

McCabe said Westfield is a city that has long boasted a number of enviable assets when it comes to business and economic development. And it has taken full advantage of those assets.

That impressive list includes developable land, a commodity lacking in many area communities, especially in its North Side, which, as noted, has become home to a number of manufacturing and distribution facilities, the latter drawn by not only land but a turnpike exit, easy access to other highways, and rail service.

The list of assets also includes the university, the airport, and a municipal utility, Westfield Gas & Electric, which, through its comparatively low electric rates and expanding fiber-optic network, has become a key contributor to economic development in the city (more on that later).

As for the airport, it has long been a somewhat hidden gem, but it continues to emerge as a force in the local economy as home to not only the 104th, but also companies like Gulfstream Aerospace, where private jets are serviced, and also as a home base for a handful of jets and dozens of other planes.

“Westfield is at the crossroads of the interstates, I-90 and I-91, there’s rail access … and coupled with that is an industry-welcoming community.”

This will go down as a big year for the airport, which has thrust itself into the limelight in a number of ways.

For starters, it is celebrating its 100th birthday, Willenborg said, adding that this comes on top of the announcement of the F-35s, which brought press coverage locally, regionally, and nationally. There was also the recent Westfield International Air Show, which featured a wide range of aircraft, including the F-35A, and brought more than 100,000 people to Barnes. And just a few weeks ago, the Commemorative Air Force, a nonprofit group based in Texas, brought several vintage World War II aircraft — and thousands of spectators — to the airport.

On top of all that, Barnes is enjoying what could be called a building boom, he said, noting that there are four new hangars in various stages of construction, investments totaling between $8 million and $10 million, as well as two taxiway projects on the docket, one to start this month and the other set for next year.

Overall, the airport, which sees 50,000 takeoffs and landings each year, contributes roughly $1.2 million of direct revenue to the city, and its overall economic impact, according to a 2019 statewide study, is roughly 2,100 direct and indirect jobs and economic output of $236 million, numbers that take into account the 104th.

“The airport is definitely a major economic engine and employer here in Western Massachusetts,” Willenborg said, adding that the arrival of the F-35s is only expected to increase that impact.

 

The Jet Set

Also making a considerable impact is the city’s utility. General Manager Tom Flaherty said Westfield G&E’s rates are considerably lower than investor-owned utilities such as Eversource and National Grid, a competitive advantage that, when coupled with those assets listed above, gives the city a leg up when it comes to landing large manufacturing and distribution facilities, as well as the planned data-center campus.

One of the latest examples of the saleability of this package of assets is the arrival of James Hardie Building Products, which plans to open a construction siding factory in the former Old Colony Envelope plant in the city’s north side.

When it opens, the James Hardie plant will become the G&E’s largest natural-gas customer and one of its 10 largest electric customers, said Flaherty, adding that utility rates certainly played a role in the company’s decision to come to Westfield.

“It was a solid a mix of things — Westfield is at the crossroads of the interstates, I-90 and I-91, there’s rail access … and coupled with that is an industry-welcoming community,” he explained. “And when it narrows down to utility cost, and people are looking at cost and system reliability and the capability to meet that gas demand, Westfield has all that.”

Elaborating, he said Westfield has its own natural-gas spur that comes off the Tennessee Gas pipeline, which the G&E wholly owns, giving it — and the city — a huge advantage over communities such as Holyoke and utilities currently enforcing moratoriums on additional natural-gas service.

Another advantage — again, for both the city and its utility — is the G&E’s expanding fiber-optic business, Whip City Fiber. Launched in 2013 to provide fiber-optic service to residents and businesses in Westfield, the endeavor has become a $30 million-a-year business whereby the G&E has built out and now manages fiber-optic networks in 20 area communities — from Blandford to Goshen to Colrain — with more in the pipeline.

These include West Springfield and Southwick, said Flaherty, adding that more cities and towns in this region and beyond will be joining that list in the years to come.

“In the beginning, the broad goal was to bring an additional service to the residents and business of Westfield and, hopefully, break even,” he told BusinessWest, adding that, today, through its continued expansion in the city and to other communities, Whip City Fiber generates roughly $3.5 million in net income for the utility, money that is currently poured into expansion of the fiber-optic network to different parts of the Westfield.

Westfield at a glance

Year Incorporated: 1669
Population: 40.834
Area: 47.4 square miles
County: Hampden
Residential Tax Rate: $16.98
Commercial Tax Rate: $33.52
Median Household Income: $45,240
Median Family Income: $55,327
Type of Government: Mayor, City Council
Largest Employers: Westfield State University, Baystate Noble Hospital, Mestek Inc., Savage Arms Inc., Advance Manufacturing Co.
* Latest information available

When the entirety of Westfield is covered by the service, that revenue can be put toward other initiatives, such as the utility board’s recent vote to make additional payments in lieu of taxes to the city with the intention that they be used to upgrade athletic fields in the city.

“We’re looking to partner with the city to turf up to six fields and pay the bond for that, up to $1 million a year,” he said, adding that many of the city’s athletic fields are in need of upgrading or expansion. “That’s a project where we can give back to the community as we continue to bring in revenue from communities outside of Westfield.”

 

Soar Subject

While the F-35s are expected to provide a boost in civic pride and some stability for the 104th and the local economy, the precision manufacturers in the area are hoping they do something else — generate some interest in the field.

Such forms of inspiration are still very much needed, said Carlson, adding that, despite attractive pay rates, good benefits, and even growing flexibility in the workplace, it remains a struggle to find and retain talent, a challenge that is testing many of the shops in the city, including hers.

Hiring was an issue before COVID, noted Carlson, who was honored by BusinessWest with its Difference Makers award in 2021, primarily for her tireless work to educate young people about this sector and hopefully draw more of them into it, adding that the pandemic and its many side effects, including generous unemployment benefits, only exacerbated the problem.

“Whoever thought it could get harder for manufacturers to find good people?” she asked with a laugh. “It’s always been a struggle for our industry, and post-pandemic, it’s been even worse; somehow, I was able to fill open positions inside of a month this year, and I’m not really sure how that happened.

“There are a lot of us in Westfield who constantly have job openings, and we’re trying to fill them, as is the case with every manufacturer in the state and the country, for that matter,” she went on. “The problem is the same that it’s always been — we have a limited skilled labor force that we can pull from, and we’re all competing for the same ones.”

Elaborating, she said Westfield Technical Academy graduates 16 to 18 students a year from its manufacturing department, and there are roughly 30 shops in Westfield alone competing for those students, many of whom are brought into shops as part of a co-op program while they’re seniors, with the goal of seeing them stay with the firm in question.

Meanwhile, the pandemic had the additional effect of pushing many Baby Boomers over the retirement cliff, Carlson said, adding that this drain of experienced talent further tested shops large and small, including Peerless, which saw two long-time employees retire over the past year.

Still, despite these challenges, most shops, including Peerless, are thriving, she said.

“We had a slump last year, but we’re coming out of it, and we’re at almost 90-degree climb now, so it’s good,” she said, using an aviation-industry term to get her point across. “We’re seeing a lot of large customers who had really slowed down during the pandemic coming back in full force, and we’re seeing customers come back that we hadn’t done business with in three years because of the pandemic.”

 

Uplifting Thoughts

Speaking of 90-degree climbs … the F-35s are not expected to arrive until 2026. But already, expectations, and the overall outlook for the city, are sky high.

After years of effort and lobbying on the part of city, state, and national officials, the latest-generation F-35s will be coming to Barnes, providing — as Sullivan, McCabe, Willenborg, and others told BusinessWest — both a point of pride and an economic boost for the city and region.

It’s a lightning strike, to be sure, and one with a powerful jolt.

Law

Remote Online Notarization

By Sarah Federation, Esq. and Jeffrey Fialky, Esq.

 

Sarah Federation

Sarah Federation

Jeffrey Fialky

Most individuals have, at some point, had special documents executed in the presence of a notary public — perhaps in connection with estate planning, banking, or the purchase or sale of real estate. Massachusetts, like many other states throughout the country, has a very specific and particular set of statutory requirements for notaries’ public compliance. In fact, to become a notary, individuals must complete an application and obtain signatures of known and respected members of their community, and then swear an oath to abide by Massachusetts law.

Further, the process of a document being certified by a notary likewise follows a strict set of statutory disciplines — most notably, that the notary and the individual executing the document be physically located together, ‘in person.’ This in-person requirement has been part of the statutory regime since the inception of the notary statutes.

However, not unlike the countless other challenges that arose during the COVID shutdown, it became difficult for parties to meet in person for notary purposes. As a result, on April 27, 2020, then-Gov. Charlie Baker signed into law an act providing for virtual notarization to address challenges related to COVID. The act permitted notaries in the Commonwealth to notarize documents remotely with the assistance of electronic videoconferencing technology, but has since ended and been repealed.

As a result of the temporary change, parties throughout the Commonwealth undoubtedly became accustomed to the convenience and practicality of remote notary, with protections put in place to ensure the integrity of the process. Recognizing the benefits that came about, the Legislature has enacted a new law that will make virtual/remote notary a permanent feature of the Commonwealth.

“While Chapter 2 of the Acts of 2023 revises relevant sections of the act to continue to allow notarization via electronic means, there are notable distinctions in the revisions.”

Indeed, the Massachusetts Legislature has enacted, and Gov. Maura Healey has signed into law, Chapter 2 of the Acts of 2023, which specifically make extensive changes to notarial law in Massachusetts to become effective on Jan. 1, 2024. The substantive provisions of this law are distinctive from those in the now-repealed acts, and while the specifics of the law are currently being composed by the state regulatory lawmakers, the new law will have certain features.

Under Section 28 of Chapter 2 of the Acts of 2023, a notary public physically located in the Commonwealth may perform a notarial act using communication technology, like Zoom, for a remotely located individual if:

• the notary public has personal knowledge of the identity of the remotely located individual; has identified the remotely located individual by means of an oath or affirmation of a credible witness unaffected by the document or transaction who is personally known to the notary public and who personally knows the remotely located individual; or can reasonably identify the remotely located individual by not less than two different types of identity-proofing processes or services;

• the notary public is able to execute the notarial act in a single, real-time session;

• the notary public is reasonably able to confirm that a record before the notary public is the same record on which the remotely located individual made a statement or on which the remotely located individual executed signature; and

• the notary public, or a person acting on their behalf, creates an audio-visual recording of the performance of the notarial act.

 

Notable Distinctions in the Act

While Chapter 2 of the Acts of 2023 revises relevant sections of the act to continue to allow notarization via electronic means, there are notable distinctions in the revisions.

The Acts of 2023 allow for electronic notarial seals. The notary public can attach the notary’s electronic signature and electronic seal to an electronic record using a digital certificate in a manner that is capable of independent verification and renders any subsequent modification to the electronic document evident.

The Acts of 2023 allow for remote notarizations with technology approved by the secretary of the Commonwealth. A notary public may select one or more tamper-evident technologies to perform notarial acts with respect to electronic records. Any technology approved by the state secretary and selected by the notary require the notary’s electronic signature and electronic seal to be:

• unique to the notary public;

• capable of independent verification;

• retained under the sole control of the notary public; and

• attached to or logically associated with the electronic record in a tamper-evident manner.

The Acts of 2023 create a registry for individuals seeking to notarize documents electronically. Before a notary public performs the initial notarization using communication technology, the notary public must register as a remote notary with the state secretary, inform the state that they intend to perform remote notarization, and identify the technology that will be used. The state secretary will create and maintain a registry of service providers who meet the established standards.

The Acts of 2023 require that notaries be located in the Commonwealth of Massachusetts. A notary public physically located in the Commonwealth may perform a notarial act using communication technology for a remotely located individual if the notary public meets the above-referenced criteria.

The Acts of 2023 require attorney-managed closings for one to four residential homes. However, this does not extend to commercial transactions. With respect to any document executed in the course of a closing, only a notary public who is an attorney licensed to practice law in the Commonwealth, or a non-attorney under the direct supervision of the attorney managing the closing, will be able to perform an acknowledgment, affirmation, or other notarial act utilizing communication technology. Many of the activities that are necessarily included in conducting a real-estate closing constitute the ‘practice of law,’ and, as a result, the person performing them must be an attorney.

Finally, pursuant to the Acts of 2023, notaries must retain electronic records for a period of 10 years.

 

Future Implications

Naturally, one may consider what else is to come moving forward due to these revisions. The remote online notarization bill will go into effect on Jan. 1, 2024.

Pursuant to the Acts of 2023, the state secretary may require the completion of a course to address the duties, obligations, and technology requirements for conducting remote notarizations offered by the state secretary or vendors approved by the state secretary. However, if such a course is required, its duration will not exceed three hours.

In the event that this course is required, it must be successfully completed prior to notarizing any documents electronically. Most notably, certification of completion of the course would be a requirement in addition to registration with the state secretary.

The Commonwealth is no doubt following a growing trend in permanently solidifying the virtual notary revisions made in response to COVID. In doing so, it will allow both permitted attorneys and paralegals alike increased flexibility in the notarial act required when executing documents. Overall, this legislation will allow a streamlined process for attorneys and their clients in addition to the cost benefit.

While the Acts of 2023 are sure to continue evolving, it is imperative to stay informed regarding further changes, and it is our continued attention to this legislation that will allow us to provide the insight you may need ahead of the curve.

 

Sarah Federation is an associate, and Jeffrey Fialky a shareholder, at Bacon Wilson.

Law

Employers, Take Notice

By John S. Gannon, Esq.

 

John Gannon

John Gannon

A few weeks ago, Starbucks was in all the employment-law headlines, but not for good reasons. Given the publicity, you may have heard about the case of former Starbucks employee Shannon Phillips, who worked in the Philadelphia area. Phillips was a white Starbucks employee who claimed she was fired because of her race. The jury agreed and ordered the coffee giant to pay her $25.6 million in damages.

What you may not have heard about was a more local case in which a Massachusetts employee was awarded more than $24 million by a jury who found she was discriminated against because of her mental health. Here are some details about those two cases, followed by some commentary on what these employers could have done to possibly avoid the massive judgments.

 

Phillips v. Starbucks Corp.

Shannon Phillips, who is a Caucasian female, began her employment with Starbucks in 2005. She started at the company as a district manager and was promoted in 2011 to regional director of Operations for ‘Area 71,’ which included all stores in Philadelphia and several suburbs near the city. On April 12, 2018, a Starbucks location in Philadelphia made national news when two African-American patrons who were having a business meeting there were arrested for trespassing. The event sparked protests throughout the Philadelphia area.

“Employers cold to the idea of reducing legal risk by paying severance ought to be mindful of cautionary tales about the penny-wise but pound-foolish.”

Starbucks later reached a settlement with the two men and issued a public statement that “Starbucks will continue to take actions that stem from this incident to repair and reaffirm our values and vision for the kind of company that we want to be.” Because she was the regional director of Operations for the Philadelphia area, Phillips was called upon by Starbucks leadership to support and implement their post-incident efforts. According to Starbucks, however, she displayed poor leadership and “failed to perform the essential functions of her role as regional director” after the April 2018 incident. As a result, she was fired.

Phillips sued Starbucks for race discrimination, saying her Caucasian race played a role in the decision to terminate her employment. In her complaint, Phillips said she “worked tirelessly” to help Starbucks repair its image after the event in Philadelphia, but that the chain’s attempts to repair community relations resulted in discrimination against white employees. The jury agreed and awarded her $25.6 million, which was mostly comprised of punitive damages (damages assessed in order to punish a defendant when the behavior is found to be especially harmful or malicious).

 

Menninger v. PPD Dev., LP

Dr. Lisa Menninger worked as the executive director of a global laboratory-services company. Her job included operational leadership, business development, research and development, and quality-assurance functions for optimal performance within the labs.

In December 2017, Menninger met with her supervisor to discuss her performance. During this meeting, her supervisor suggested that her role would become more visible, involving increased client visits, social interactions, and presentations. This change did not sit well with Menninger. The prospect of making her more visible, with increased client visits and social interactions, caused great distress resulting in “increased anxiety with somatic symptoms.”

About a month after meeting with her supervisor, Menninger disclosed (for the first time) that she suffered from generalized anxiety disorder that includes social anxiety disorder and panic attacks. She then submitted medical documentation noting that changes to her role would increase her anxiety and make it “substantially more difficult, if not impossible” to perform her job.

In response, the business did exactly what it was supposed to do. The company communicated with Menninger’s medical provider and asked the doctor to specifically address how and to what extent Menninger could perform each task. Her doctor responded, saying Menninger could perform most job duties with some accommodations. For example, for internal and external sales presentations, she could develop the slides and other materials, but required someone else to present to the audience. Similarly, for client meetings, she could be responsible for problem solving and idea generation, but she could not attend the meetings herself. The company ultimately determined this arrangement would not work. Menninger subsequently went out on an eight-month leave of absence, which culminated in termination of her employment.

She sued her former employer for disability discrimination, claiming (among other things) that the company broke the law when it refused to provide the reasonable accommodations she requested. The jury sided with Menninger and awarded her a whopping $24 million, consisting of approximately $1.5 million in lost wages, $5.5 million in front pay (an estimate of future lost wages had she remained employed by the company), $5 million for past emotional distress, $2 million for future emotional distress, and $10 million in punitive damages.

 

Bottom Line

Massive judgments like these can leave employers scratching their heads (or, more likely, pounding their fists). One way to potentially avoid these runaway jury verdicts is to use employment agreements that require employees (and employers) to go to private mediation and arbitration to resolve employment-related disputes, rather than going to trial.

Another option is an agreement between employee and employer that, if any dispute goes to court, the case will be heard by a judge, rather than a jury. These agreements are commonly referred to as jury-trial waivers. They are lawful, but businesses should use experienced labor and employment counsel to help put the agreements in place.

Another way to avoid costly litigation is to work out a mutually agreeable separation agreement with departing employees. Yes, this will involve paying severance to folks who may not be the best performers, but in exchange, you get a release of claims from the employee and an agreement not to sue the company. Employers cold to the idea of reducing legal risk by paying severance ought to be mindful of cautionary tales about the penny-wise but pound-foolish.

Finally, it goes without saying that, any time a business is facing a risky firing, outside counsel should be engaged to discuss the situation and the best way to move forward.

 

John Gannon is a partner with the Springfield-based law firm Skoler, Abbott & Presser, specializing in employment law and regularly counseling employers on compliance with state and federal laws, including family and medical leave laws, the Americans with Disabilities Act, the Fair Labor Standards Act, and the Occupational Health and Safety Act; (413) 737-4753; [email protected]

 

Law

Parental Pitfalls

By Julie Dick, Esq.

 

Julie Dick

Julie Dick

Laws that govern familial rights and responsibilities are not always intuitively related to the continual social evolution of what it means to be a family. Many do not consider the legal realities of their family structure until a moment of crisis, and a lack of planning can cause difficult legal situations down the line.

When laws governing parentage were written, they contemplated families in which there was a biological mother and a biological father, and marriage was heavily incentivized. Since then, family structures and paths to existence have diversified. The law and society have both recognized a significant growth of LGBTQ+ visibility and rights, assisted reproductive technology has become increasingly accessible, and more children are being born to unmarried parents.

During the fight for marriage equality in the U.S., the importance of marriage to family building and parentage was one of the central talking points of the movement, and it is no wonder why. Marriage is often a social, religious, and cultural event, but it is also a legal contract that confers many protections, benefits, and obligations unavailable to unmarried people. From the right to access a spouse’s health insurance to the availability of some forms of family leave to financially significant tax and estate-planning benefits — the legal and financial impacts of marriage are broad. Until recently, those benefits, and the benefits associated with parentage, were categorically unavailable to LGBTQ+ families.

In Massachusetts, the automatic rights and responsibilities accorded to individuals within a family are still largely dependent on whether the birth parent is married. If a married person gives birth to a child, the second party to that marriage is automatically presumed to be the second parent. That parentage comes with obligations, but also rights, including a presumption of shared legal and physical custody (i.e., the right to make decisions on behalf of the minor child and to have that child live with them).

“During the fight for marriage equality in the U.S., the importance of marriage to family building and parentage was one of the central talking points of the movement, and it is no wonder why.”

Massachusetts was the very first U.S. state to allow marriage equality. A 2004 case, Goodridge v. Department of Public Health, interpreted civil marriage to mean “the voluntary union of two persons as spouses, to the exclusion of all others,” recognizing that doing so would advance the state’s interests in “providing a stable setting for childrearing.”

The decision directs the reader of Massachusetts marriage laws to interpret terms like ‘husband’ and ‘wife’ in a gender-neutral way. In 2015, marriage equality became available nationwide with a landmark case, Obergefell v. Hodges, in which the Supreme Court’s majority opinion boldly stated that “no union is more profound than marriage,” recognizing that it is so essential, in part, because it “safeguards children and families.” By accessing marriage, LGBTQ+ families can now access those automatic presumptions of parentage available to married people.

 

Sticky Situations

What if a child is born to an unmarried parent? In Massachusetts, the law views this family very differently. When the birth parent is unmarried, they have automatic sole legal and physical custody of the child. A second parent can establish their legal parentage by signing an acknowledgment of parentage or by asking a court to determine they are a parent. It was not until a 2016 case, Partanen v. Gallagher, that parents who were not the birth parent and not biologically related to the child (often the case for LGBTQ+ parents) could establish parentage under this law.

However, establishing parentage here in Massachusetts through either of these avenues is not the same as safeguarding parentage across jurisdictions, or across time in a changing legal landscape. Laws governing marriage and parentage are not necessarily entitled to comity — mutual respect and enforcement — between states or countries. A marriage or birth certificate that is recognized as valid in Massachusetts may not be recognized as valid in another jurisdiction. Parentage is only legally meaningful so long as the jurisdiction considering it agrees to give it meaning.

Future disputes with a co-parent and international travel pose two common points of risk when it comes to parentage.

Imagine you are in a committed relationship but haven’t gotten married. You and your partner decide to have a child together, and with the help of assisted reproductive technology, your partner carries a child. You present that child to the world and your family as your own and live together as a family raising the child. Eventually, your relationship breaks down, and your former partner now claims you are not a parent of your child and should not be awarded custody or parenting time. That was the scenario in Partanen v. Gallagher, where the ensuing argument involved years of contested litigation.

Occasionally, birth parents (married or not) have tried to take advantage of another state’s less LGBTQ+-friendly laws. By filing for divorce or custody in a state where the laws are not as inclusive, a birth parent may seek to interrupt the other’s legal parentage or gain an upper hand in custody or parenting time determinations.

In one infamous case, a birth parent residing in Vermont was dissatisfied with the state’s orders recognizing her former partner’s parentage of their child and filed a new case in a Virginia court, which denied the lesbian second parent’s legal parentage altogether. The resulting multi-state legal proceedings lasted years and involved multiple appeals. Ultimately, the birth parent kidnapped the child to Nicaragua and successfully remained in hiding until the child was 18.

The risks the accompany international travel can be even more surprising. Picture this: you’re on vacation with your family, and your child — born to your spouse during your marriage using reproductive technology — falls ill. Will the hospital allow you in the room? Give you information? Let you make vital medical decisions? Let you take your child home? “It depends” is hardly a comforting answer.

 

Adoption as an Answer

For those wishing to decrease that uncertainty, adoption may be the answer. A 1993 case, Adoption of Tammy, confirmed that an existing legal parent and their co-parent can together adopt their own child to secure their parentage in Massachusetts and across jurisdictions.

Sometimes called a confirmatory adoption, marital adoption, or second-parent adoption, this was one of the first tools available for LGBTQ+ families to establish parentage of their children and remains the most secure. Unlike a marriage or a birth certificate, an adoption is entitled to comity across jurisdictions. In Massachusetts, it is a widely available legal proceeding which can stand alone or in addition to an acknowledgement of parentage or marriage to secure a non-birthing parent’s parentage.

In an internationally varied and ever-evolving legal landscape, consider utilizing the law to protect your family so you know what to expect when the unexpected happens.

 

Julie Dick is an attorney at Bulkley Richardson, where she leads the firm’s family-law practice.

Healthcare News

‘It’s the Right Thing to Do’

State Sen. John Velis and Ramona Rivera-Reno

State Sen. John Velis and Ramona Rivera-Reno say being a Recovery Ready Workplace is good for employees — and the bottom line.

 

State Sen. John Velis knows something about addiction and recovery, having experienced both in his life. And as chair of the state Legislature’s Joint Committee on Mental Health, Substance Use, and Recovery who also serves on a national mental-health task force, he’s keenly aware of the intertwined challenges of recovery and employment.

That’s why he firmly believes the Recovery Ready Workplace initiative offers businesses a roadmap to not only help employees with the biggest challenges of their lives, but to help their business succeed at the same time.

“If you don’t have a healthy workforce, if you don’t have a workforce that is there, in the here and now, to do their job, you’re going to see that in your productivity — more specifically, loss of productivity,” he said.

So helping employees struggling with mental-health issues, addiction, and other challenges is certainly a bottom-line issue, he went on. But, more importantly, it’s a human issue. “It’s important to do it for many reasons, but most importantly, it’s the right thing to do.”

Velis shared these thoughts at a recent employer-appreciation breakfast presented by MassHire Holyoke’s Pillars of the Community Workforce (PCW) initiative, during which several local businesses were honored for their pledge to become a Recovery Ready Workplace — a national program he believes is more crucial than ever.

“What I know with absolute certainty is that the pain that’s being felt out there right now, the number of people dying, the number of people struggling with their mental health, is unprecedented,” he said, adding that this issue “absolutely transcends age, socioeconomic status, race, ethnicity, everything. There is pain out there.”

A Recovery Ready Workplace supports its community by recognizing recovery from substance-use disorder as a strength, according to MassHire. Companies that take the pledge actively work to maintain and support the employment of people in recovery and their loved ones, and creates a healthy and safe environment where employers and employees can work together to eliminate barriers for those impacted by addiction, reduce stigma and judgment of people in recovery, and start to shift attitudes and perceptions around these issues.

“What’s our mission? To create a culture of support for employers and employees that have been impacted by substance use and addiction,” said Ramona Rivera-Reno, executive director of MassHire Holyoke’s Re-entry & Recovery program. “And when I say create a culture, I’m talking about breaking down the stigma that goes with substance-use disorder.”

“What I know with absolute certainty is that the pain that’s being felt out there right now, the number of people dying, the number of people struggling with their mental health, is unprecedented.”

Reducing or eliminating that stigma is a critical step, she emphasized.

“We’re all in recovery from something, whether it’s recovering from surgery, recovering from the pandemic, recovering economically. There’s a lot of pressure on all of us. And we need to have the coping skills and the communication skills to overcome that as a community together. And that’s what the Recovery Ready Workplace is all about — educating employers, helping them educate their staff, adding it as a wellness benefit to their benefits. The more people you educate, the more communication you get out there, the more we’ll break down that barrier.”

MassHire Holyoke recently recognized

MassHire Holyoke recently recognized about a dozen local businesses for taking the Recovery Ready Workplace pledge.

MassHire notes that being a Recovery Ready Workplace does not mean accepting or enabling intoxication, substance use, or any unsafe conditions in the workplace. What it does mean is that the business:

• Acknowledges that addiction is an issue for many people by openly addressing the topic of drug and alcohol misuse, communicating about these issues in a non-judgmental and honest way to reduce stigma, and encouraging employees to discuss substance-use concerns and recovery successes in a non-punitive setting;

• Educates employees and customers about the disease of addiction and treatment resources and options;

• Offers policies and accommodations that support employees while rethinking hiring standards around gaps in employment, addiction-related justice history, and other considerations;

• Prioritizes safety by preventing employee exposure to unsafe conditions that could cause injury or illness that contribute to the development or recurrence of substance-use disorders, ensuring the workplace is an emotionally and socially safe and healthy environment for staff, and improving access to recovery supports; and

• Improves access to recovery supports by lowering barriers to seeking and receiving care for addiction, and maintaining recovery.

 

Making a Difference

Holyoke Mayor Joshua Garcia said the city itself is taking a pledge to be a Recovery Ready Workplace. He recognized why some companies would be hesitant to sign on, but agreed with Velis that it’s the right thing to do.

“Obviously, as a company, you have to make sure you have your systems in place to help navigate potential liability and harm to your company because that’s the bottom line,” Garcia noted. “But these are the folks that are helping you build that. So, whatever little bit you can do to help build people up, you’re going to see a return from those individuals that really appreciate the level of interest you’ve taken on them, and the risk you’ve taken on them.”

Rivera-Reno said companies and organizations that take the pledge agree to acknowledge and openly address the employees’ experience with drug and alcohol misuse in the process of recovery.

“A lot of people suffer from different things, whether it’s substance-use disorder, alcoholism, mental-health issues, and they don’t ask for help because the stigma attached to it. It’s a sign of weakness for a lot of people.”

“You’re free to educate your employees about the disease of addiction and treatment options in recovery support, and offer support. And there’s so many ways you can offer support.”

It can be as simple as offering a dollop of schedule flexibility. She cited one client who used to go to lunchtime recovery meetings, but could no longer do that at a new job. “So we had someone talk to the employer, and the employer decided, ‘well, you can come in early, and you can have a longer lunch and just stay later.’

“That makes a big difference to someone,” she went on. “Something simple like a flex schedule made all the difference. And that person’s still working today, and he wouldn’t have had the courage, I think, to do this if we didn’t have a recovery coach talking with him along the way, and if the employer wasn’t aware of our services and aware of what a recovery-friendly place is.”

Rivera-Reno called stigma a more deadly killer than cigarettes, heroin, or whatever substance because it keeps people in the shadows and keeps them from asking for help. Companies that pledge to help break that stigma, she said, are changing lives.

“A lot of people suffer from different things, whether it’s substance-use disorder, alcoholism, mental-health issues, and they don’t ask for help because the stigma attached to it. It’s a sign of weakness for a lot of people. It’s a sign of, like, maybe you’re not ready to work here. So by getting us into the different employers’ offices, talking about recovery as a community, we really make a difference in their lives.”

Garcia emphasized that, with the cost of turnover and difficulty retaining talent these days, it makes business sense for employers to support their employees who are struggling with some of these issues, rather than letting them fall through the cracks.

“Sometimes it’s not even the individual that’s suffering from personal addiction; it’s a son or a daughter or a significant other that impacts them and their performance in the workplace,” the mayor said. “So we’re taking a much more proactive approach when dealing with our employees to help them navigate these problems so that we keep our employees and don’t lose them.”

Indeed, MassHire emphasizes the bottom-line benefits of cultivating a Recovery Ready Workplace, including increased retention and fewer absences, a healthier and safer work environment, greater productivity and loyalty among staff, lower healthcare costs, and an enhanced reputation as a supportive, yet accountable organization.

And with 22 million Americans identifying themselves as people in recovery, it’s not something businesses can afford to ignore.

“You already have countless employees who are struggling with something, whether it be a substance-use disorder or something else,” Velis told those attending the breakfast. “You have that without knowing it.”

 

Breaking the Cycle

Velis ended his address on a personal note, and an encouragement to practice self-care. He said he was late to the event because he was bringing his son to daycare.

“Probably two or three years ago, I would have said to my better half, ‘I gotta go. I gotta be at work. I’m speaking at this event.’ And I don’t do that now because being a dad is the most important thing in my life, but also because I firmly believe when I go to bed at night that self-care is the most important thing every human being does — whether it’s going for a run, doing yoga, meditating, going to a 12-step meeting, or hanging out with my son.”

And that’s what Recovery Ready Workplaces do, proponents say, noting that recovery isn’t just stopping substance use, but taking a journey of growth, improvement, and perseverance. And that’s exactly the kind of employee companies taking the pledge value.

“If you were to look out at your employees and say, ‘raise your hand if you’ve ever struggled with a mental-health issue or a substance-use issue,’ you wouldn’t do that, but trust me when I tell you, many people in that room are struggling with it right now,” Velis said. “And when you welcome that, when you talk about it, when you let it be known that it’s OK, you’re doing a really beautiful thing.”

That’s because the stigma still exists, he added. “The three hardest words for any human being to say are also the most courageous words: ‘I need help.’ Behavioral health today is about meeting people where they are.”

Healthcare News

Mental Health Shouldn’t Take a Break

 

 

Dr. Negar Beheshti

Dr. Negar Beheshti

How do students stay emotionally healthy during a long stretch of school vacation?

Dr. Negar Beheshti, a board-certified adult, child, and adolescent psychiatrist and chief medical officer for Holyoke-based MiraVista Behavioral Health Center and its sister hospital, TaraVista Behavioral Health Center in Devens, recommends a balance of structured fun and learning. She recommends as well that primary-care givers, be they parents or other guardians, do their due diligence to keep everyone safe and engaged in behavior that supports mental health.

With that in mind, BusinessWest asked Beheshti to talk about ways to make school breaks beneficial for students of all ages.

 

BusinessWest: What expectations around behavior are good to set during this time away from school?

Beheshti: This is a conversation geared to the child’s age. For example, children in elementary school may be doing a lot of summer-camp activities, and this is an opportunity to talk about appropriate behavior with other peers at the camp.

Should there be other informal activities for this age group more regulated by parents and guardians, it is good for primary caregivers to get to know them, advise their children to stay away from people they don’t know, and know that all activities are in a safe space, contained and chaperoned by an adult.

When you get to the tweens, they may not want the regular, structured routine of summer camp. However, it is still good to do some type of structured program, as it gives middle-schoolers the opportunity to continue social development and promotes new learning opportunities. Some school districts offer enriched learning programming at least part of the day that holds the potential to explore something new in a fun way.

The state Executive Office of Education has a web resource page (www.mass.gov/info-details/summer-learning) on summer programs for youth that are a mix of academic and the recreational.

 

BusinessWest: What about older teens? How can parents and guardians balance their desire for freedom with safety and wellness?

Beheshti: Young people old enough to hang out with their friends without an adult chaperone should have some type of device that allows their primary caregiver to reach them. There are all types of devices today, from smartphones to smartwatches, by which you can regulate whom your child can contact and track their whereabouts.

Again, you want to do your due diligence as a primary caregiver, get to know any parents or other guardians involved, know your young person is in a safe place, and, if they are going out, where they are headed and when they will return.

Parents and guardians should prepare as well for some age-appropriate talks on the expectations and pressures of friendships and relationships and that discourage experimentation with substance use. Drug-overdose deaths of teens have spiked in recent years; underage drinking remains a serious health problem in this country, and studies on the impact of the legalization of adult cannabis show an increase in use among teens.

High school brings a little more autonomy for teenagers and the need for more candid discussions on dating and substance use, including that the minimum legal age for buying, transporting, or drinking alcoholic beverages is 21.

“Parents and guardians should prepare as well for some age-appropriate talks on the expectations and pressures of friendships and relationships and that discourage experimentation with substance use.”

There is value for a teen who is old enough to look for a job. It gives the ability to have more autonomy and more cash to spend and save, and is a good use of their free time.

Parents and guardians should continue their due diligence in knowing who their child is hanging out with in high school, where they are going, and when they will return.

College students can be bit of a conundrum because they are adults. Maybe it is time to say they are coming back home as adults, and you will hold them to that standard in terms of their personal habits around the house.

They are old enough to get a job. This, again, allows them more bandwidth in what they might want to purchase for themselves, help with cost-of-living expenses when they are home, and helps structure their time.

Having structure is key in helping young folks during the summer not get distracted and into risky situations, as is knowing their friends. Have their friends (new and old) over the house and meet them during the summer. There is no harm in meeting your children’s friends of any age.

 

BusinessWest: How can parents and guardians best initiate a talk around accountability and acceptability during vacation?

Beheshti: The best approach is often from an angle of curiosity. This makes it conversational rather than who, what, when, and where. For example, adults often share about each other’s friends just out of an interest, and this tact will likely have more traction with teenagers and young adults versus grilling them.

There is also value in saying to your young person, “I remember my summers when I was a teen, and how my parents (your grandparents) were, and I understand today their concerns for me back then.” The more transparent and sharing (within reason) parents and guardians are, the better chance for more open discussion.

 

BusinessWest: How important is adhering to routines like bedtime during summer?

Beheshti: There can be some leeway. For example, if you have a 9- or 10-year-old, the average bedtime should be between 8 and 9 p.m. If you want to push it to 10 p.m. during the summer and have them sleep a bit later, you need — about two weeks before the start of school — to get that back closer to their school-year sleep pattern so they don’t wake up super tired and have a hard time adjusting the first week of school.

You also want to make sure they are eating healthy, balanced meals during the day with plenty of exercise.

 

BusinessWest: Is it important to spend more family time together during vacation?

Beheshti: There is value in trying to schedule at least one week, maybe two if you have the luxury, for some vacation — even if it is a staycation — with your kids, even when they are high-schoolers. They may roll their eyes, asking why the family is doing something, but being together as a family is something you may not get to do a lot during the school year.

 

BusinessWest: What mental-health issues come up during summer for school kids?

Beheshti: Historically speaking, and the pandemic years aside, the inpatient child and adolescent psychiatric bed census drops during the summer for several reasons. There is less demand on young people during the summer. This means, if they have been managing a diagnosis of depression or anxiety, for example, their symptoms tend to be less severe with less pressure.

However, one cohort of children that particularly benefits from structure and routine are those with developmental delays, including those with related neurobehavioral disorders such as autism spectrum disorder. We see the same amount of prevalence of children with a neurodevelopmental disorder needing hospitalization during summer because their preferred school routines have gone away.

 

BusinessWest: Why symptoms might indicate to a primary caregiver that a child is struggling emotionally?

Beheshti: If you see a noticeable change from what’s typical in their daily activities, meaning their sleeping, eating, or day-to-day mood, pay attention especially if it continues for more than two weeks. This is true even in someone who does not have a previous mental-health diagnosis. Consider making a call to your child’s pediatrician or primary-care provider, especially if they are not established with a psychiatrist.

Parents and guardians — again, coming from an angle of curiosity — could gently ask a child about a noticed change. If they are eating less, for example, you might ask if there is something wrong with their stomach, or is there something else going on in their life? A conversational approach, starting young, can make communication easier as a child ages.

 

BusinessWest: What support is important during the summer for a young person who may be questioning their sexual orientation or gender identity?

Beheshti: You hope that young people who are going through these transitions have had support during the school year. However, some kids may not get this, and there is the potential as well for peer abuse or bullying. A peer counselor would be a good source of support, along with finding a therapist who is experienced in delivering culturally competent care to individuals who identify as LGBTQIA+.

The Massachusetts Department of Mental Health has a web resource page, Young Adult Resource Guide LGBTQIA+ Resources, at www.mass.gov/info-details/dmh-young-adult-resource-guide-lgbtq-resources.

 

For more information on MiraVista’s inpatient behavioral-health treatment for adolescents, as well as adults, call (413) 701-2600 or visit www.miravistabhc.care

Autos

Power Play

charging stations

Gary Rome plans to more than double the charging stations at his Hyundai dealership from the current six.

 

 

Gary Rome understands the appeal of electric vehicles.

Start with the long-term fuel savings. At a time when gas still costs around $3.50 per gallon, he said an electric charge might cost around $1.25 for the same number of miles.

“It’s a good deal for someone who drives a lot,” said Rome, owner of Gary Rome Auto Group, which has a Hyundai dealership in Holyoke and a Kia dealership in Enfield, Conn. “As gas prices continue to be as huge as they are, the interest in electric vehicles is not going to wane.”

In addition, “the technology on the car is advanced. The performance is spectacular, and the response, the acceleration, is far superior on some of these electric vehicles as compared to ICE [internal combustion engine] vehicles.”

So, what — besides an initial sticker price higher than the average gas-powered vehicle — might make consumers hesitant to go electric? In many cases, it’s uncertainty about where they’ll power up.

“The infrastructure is still very immature; it needs to be developed,” Rome said. “There’s a lot of money out there from the federal government to support this, but it’s not happening at a rate we would like.”

The issue, for most electric-vehicle (EV) owners, isn’t charging at home; even level-1 chargers running overnight in the garage, at about four miles of range per hour, will give most drivers what they need to get around the next day, and Rome said local utilities are offering financial incentives to install level-2 chargers, which offer more than 30 miles of range per charge hour.

No, the big question, for many, is where to charge when away from home. And that landscape is improving, if not quite at the pace Rome and others would like.

“The infrastructure is still very immature; it needs to be developed. There’s a lot of money out there from the federal government to support this, but it’s not happening at a rate we would like.”

On the federal level, the bipartisan infrastructure bill passed last year invests $7.5 billion in electric-vehicle charging, $10 billion in clean transportation, and more than $7 billion in EV battery components, critical minerals, and materials.

Meanwhile, the Biden administration has committed to building out a national network of 500,000 EV chargers by 2030.  In support of this goal, the Department of Transportation announced the National Electric Vehicle Infrastructure program, a $5 billion initiative to create a coast-to-coast network of EV chargers focused on major highways that support the majority of long-distance trips.

The idea behind this national network is to give drivers confidence they can always find a place to charge, as well as jump-starting private investment in charging infrastructure and electric vehicles and supporting the administration’s goal of having at least 50% of vehicle sales to be electric by 2030.

 

Confidence Game

The confidence factor is important; a AAA survey last year revealed that 25% of Americans say they are likely to buy an electric vehicle for their next auto purchase, with Millennials leading the way at 30%. Of those, 77% cite savings on fuel costs as the top reason.

However, consumer hesitation surrounding range and accessibility to charging points continues to hold many people back. The top objections to buying electric in the AAA survey included the high initial purchase price (cited by 60%), but also concern there are not enough places to charge (60%), concern about running out of charge when driving (58%), worries about the vehicle being unsuitable for long-distance travel (55%), high cost of battery repair or replacement (55%), and inability to install a charging station where they live (31%).

Clearly, some version of worry about not being able to charge the vehicle is a top concern.

Even as the range of EVs improve, “the deeper issue with range anxiety is that it’s going to take more than just improving how far an electric vehicle can go to convince people to make the switch,” said Greg Brannon, AAA’s director of Automotive Engineering and Industry Relations.

And even at home, not everyone can charge. While most electric vehicles come with a 120-volt, level-1 AC charger that plugs into a standard household electrical outlet, people living in dense cities or multi-family housing often find that public charging stations are the only option. So building the charging infrastructure not only along highways, but within cities is key to boosting consumer interest in electric vehicles.

Locally, auto dealers are answering the call. JM Electrical, which has installed thousands of EV charging stations across New England, announced it will install two level-3 charging stations, spare capacity for an additional one in the near future, and three level-2 charging stations at Marcotte Ford in Holyoke. In total, the charging bank, expected to be completed this fall, will have the ability to power up to 10 cars.

Level-3 chargers can bring a battery to 80% charge in under a half-hour. Marcotte is one of the first Ford dealerships in Western Mass. to officially roll out these new EV chargers in efforts to continually scale EV volumes in the region.

Mike Filomeno, Marcotte’s general manager, said Ford is committed to an electric future and understands the need for charging access. “There is demand, but we need the infrastructure to support it. You can’t sell vehicles that don’t have that. And what makes people comfortable is knowing they can get their vehicles charged everywhere.”

 

Station by Station

On a national level, the Biden administration says investments are paying off, with EV sales tripling and the number of publicly available charging ports growing by at least 40% since the start of 2021. There are now more than 3 million EVs on the road and more than 130,000 public chargers across the country.

Further accelerating the buildout of a reliable charging network, companies including Tesla, General Motors, EVgo, Pilot, Hertz, and BP, among others, are announcing commitments to expand their networks by thousands of public charging ports in the next two years, using private funds to complement federal dollars and putting the nation’s EV charging goals even closer within reach.

Rome’s Holyoke dealership now boasts six charging stations, of both the level-2 and level-3 variety, and he wants to install about eight more. He noted that Hyundai is fully committed to the EV movement, breaking ground six months ago in Georgia on a $5.8 billion production facility for electric cars and batteries.

“They see this as a very important part of our sales,” he said, “and they’re putting their money where their mouth is.”

Women in Businesss

A Legacy of Caring, Getting Involved

 

Dora D. Robinson

Dora D. Robinson

It’s been more than 30 years since the incident just outside the Martin Luther King Jr. Community Center in Springfield, but Nate Johnson says he won’t ever forget what happened that Halloween afternoon.

Or the woman who committed what he described not as an act of kindness, but rather as “heroism.”

A group of teenagers had gathered outside the MLK Center, he recalled, and a fight broke out among them — a “real fight.”

He was in the middle of it, he said, adding that, from seemingly out of nowhere, Dora D. Robinson, the director at the center, grabbed him and pulled him out of the fracas.

To this day, he doesn’t know why she picked him from among all the others. He’s just grateful she did, because that was simply the beginning of her influence on his life.

“She’s my superhero that came to rescue me,” he said, making a point to use the present tense, adding that Robinson, who passed away last month at age 71, essentially “adopted” him at that point and became a mother figure, mentor, inspiration, and someone who helped open doors and compel him to walk through them.

Opening doors and guiding people through them … that might be a concise yet effective way to at least start to sum up a remarkable life and career in public service that included a lengthy stint at the MLK Center, a tenure as president and CEO of the United Way of Pioneer Valley (UWPV), and many other leadership roles.

But her passion for serving the community, creating opportunities for others, and battling social injustice continued long after she formally retired, said those who knew and worked with her.

Indeed, Helen Caulton-Harris, commissioner of the Division of Health and Human Services in Springfield, who worked with Robinson on a number of initiatives and was her close friend, remembers that, just a few days before she fell ill, Robinson was working on a maternal health program in Indian Orchard and had called her asking if she would write a support letter so Robinson could secure funding for the initiative.

“Dora started her life in Elmira, New York, but Springfield was her heart and soul,” Caulton-Harris said. “She put everything she had into this community. Her leadership was critical. Even after she retired from her formal job, she still felt her passion to be a leader and to make sure she was creating opportunities and leaving a legacy of supporting nonprofits.”

Donna Haghighat, CEO of the Women’s Fund of Western Massachusetts, agreed. She said Robinson chaired one of the committees setting up the agency’s Young Women’s Initiative, one of many endeavors she was passionate about.

“She felt strongly about empowering young women of color,” Haghighat noted, adding that she eventually convinced Robinson to join her board. “What was compelling to her was that this initiative was mentoring young women of color, teaching them about philanthropy, which was very close to her heart. They learned about nonprofits that were doing work in the areas that they identified as barriers to their own prosperity in Springfield. So it was a wonderful way to learn that philanthropy can be a tool of social justice.”

Robinson learned that lesson early on in her career, and one of her many passions, said those we spoke with, was to impart that lesson on others.

For this issue and its focus on women in business, we reflect on the life and career of Dora D. Robinson, who certainly was an influential woman in business, with her business being the community she lived and worked in and her tireless efforts to bring about equity and opportunities for everyone.

 

Passion Play

Born in Elmira, Robinson made a lifetime commitment to social and racial justice starting with her participation in the Poor People’s March on Washington as a teenager in 1968.

She earned a bachelor’s degree from Cornell University, completed graduate studies at Smith College, and earned a master’s degree in social work from the University of Connecticut.

She put those degrees to use in a number of leadership roles with area nonprofits and on countless boards. She served as vice president of Education at the Urban League of Springfield and corporate director and vice president of Child and Family Services at the Center for Human Development.

“She understood her responsibility to mentor and nurture and create pathways for future leaders. She understood the need to give young Black individuals, as well as seasoned individuals, an opportunity for growth. She knew she held a unique responsibility to make sure there were others in our community who followed us.”

Starting in 1991, she served as the inaugural leader of the Martin Luther King Jr. Community Center and as a member of the MLK Community Presbyterian Church, and actively supported the Project Mustard Seed campaign to raise funds to build a community center to serve as a place for youth and family in the Mason Square neighborhood to thrive. Nearly two decades later, she had established MLK Jr. Family Services, a multi-service agency with a $3 million operating budget, 75 full- and part-time employees, and more than 100 volunteers with services delivered at three program sites located across Greater Springfield.

Robinson took the helm at the UWPV in 2009 as the first woman to serve as its CEO. Under her leadership, the agency launched several new strategies to diversify revenues contributing to education, homelessness initiatives, basic needs, and financial-security programs. She also led the founding of the UWPV Women’s Leadership Council (now renamed the Dora D. Robinson Women’s Leadership Council in her honor) to engage local women leaders in supporting financial literacy and health initiatives for women and girls.

She retired from the United Way in 2017 but continued to work on passion projects, including the Indian Orchard Citizen’s Council, the Black Behavioral Health Network, and many others.

Over the years, she served in a number of regional, state, and national leadership roles with groups including the Springfield Regional Chamber, the Springfield Library Foundation, the Federal Reserve Bank of Boston community advisory board, Springfield Technical Community College, and as a founding member of the Healing Racism Institute of Pioneer Valley.

Beyond all these lines on a résumé, Robinson is remembered for her boundless passion for the region and especially its underserved, her sense of humor, as well as her willingness to donate her time, money, and leadership to innumerable causes and organizations in this region and well beyond. She is remembered as a dynamic, forward-thinking administrator who led by example and was able to inspire others.

“As an administrator, Dora Robinson was strategic, and to me, that was one of her greatest strengths,” Caulton-Harris said. “She looked at the lanes of her administration, of her leadership, and she was very strategic about who she interacted with and how she interacted.”

Elaborating, she said Robinson understood the role she played as a Black woman in leadership roles and embraced all that came with it.

“She understood her responsibility to mentor and nurture and create pathways for future leaders. She understood the need to give young Black individuals, as well as seasoned individuals, an opportunity for growth. She knew she held a unique responsibility to make sure there were others in our community who followed us.

“Dora had a spirit that could not be harnessed. She was an explosive force of love everywhere she went; everyone she interacted with felt that generosity of spirit,” Caulton-Harris continued. “I think her legacy is one of warmth, almost like the warmth of the sun — her rays sort of permeated everything she interacted with.”

Johnson concurred, and said that, to him, Robinson was a more than leader in the boardroom. She was a leader on the streets of Springfield — in his case, quite literally.

“I’m thankful and grateful for her,” he said. “She treated me like I was her son. She stayed with me for the past 30 years, and I stayed with her. And she’s still with me.”

Caulton-Harris agreed, and then spoke for everyone who knew Robinson when she said, “frankly, I’m not sure how I move forward without her. I’ll miss her.”

 

Lasting Legacy

As he talked about Robinson, her legacy, and her influence on him, Nate Johnson said use of the past tense simply won’t cut it.

She remains a large and powerful force in his life and how he lives it, and always will be, he said, adding that the lessons she imparted, the example she set, and her directive to keep reaching higher and find new ways to make the most of his life, while also making a difference in the lives of others, will not only stay with him, but guide him for the rest of his life.

And there are countless people across the region who can, and do, say the same thing.

That’s the kind of impact reserved for superheroes.

Wealth Management

Who Bears the Brunt?

 

One common rationale against climate action is that the resulting fossil-fuel investment losses could affect the retirement or long-term savings of a vast number of people. However, research co-authored by an economist at the UMass Amherst Political Economy Research Institute (PERI) finds that the loss of fossil-fuel assets would have a minimal impact on the general populace.

In high-income countries, most losses would be borne by the most affluent individuals, for whom the loss makes up a small percentage of their total wealth. In contrast, the financial loss of lower-income individuals would be small in dollar terms and feasible for governments to compensate.

The paper, published in the journal Joule and co-authored by Gregor Semieniuk, research assistant professor at UMass Amherst; Lucas Chancel, associate professor of economics at Sciences Po in Paris; and four other co-authors, builds on Semieniuk’s earlier research, which estimated the total amount of assets that would be lost, or ‘stranded,’ if ambitious climate policies caused fossil-fuel production to quickly decline.

Semieniuk and Chancel find that, in the U.S., two-thirds of the financial losses from fossil-fuel assets would affect the top 10% of wealth holders, with half of that affecting the top 1%. Because the top 1% tend to have a diverse portfolio of investments, any losses from fossil-fuel assets would make up less than 1% of this group’s net wealth. When the researchers repeated this analysis for the U.K. and continental European countries, they found similar results.

In contrast, 3.5% of financial losses would affect the poorest half of Americans. Asset losses make up a larger proportion of wealth for this group. However, because their overall net wealth (assets minus liabilities) is significantly lower, researchers estimate that the entirety of these losses could be compensated for as little as $9 billion in Europe and $12 billion in the U.S.

“There’s this idea that it’s the general populace that should be opposed to climate policy that creates stranded assets because their pensions are at risk or their retirement savings or just their savings,” Semieniuk said. “It’s not untrue that some wealth is at risk, but in affluent countries, it’s not a reason for government inaction because it would be so cheap for governments to compensate that.”

Semieniuk and Chancel detail three different potential ways governments could raise this amount of money. For example, policymakers could impose a very modest carbon-emissions tax. In addition, they could renegotiate their current liabilities to energy companies and use the amount that they save. A modest tax on the wealthiest individuals could also raise enough money to compensate for the least affluent groups’ losses.

“Even though our results are simple, they were not present in research or public debates before,” Chancel said. “This work is one step forward in understanding the winners and losers from the point of view of the assets that might be at risk in this transition.”

The research was supported by the U.K. Natural Environment Research Council, the United Nations Development Programme, an EU Horizon grant, the Leverhulme Research Centre, and the Leverhulme Trust.

Daily News

EAST LONGMEADOW — Fitzgerald Law named attorney Andrea O’Connor a shareholder and announced that attorney Christina Turgeon has joined the firm.

“Andrea’s depth of experience and teamwork has really helped our firm grow, so she was very deserving of appointment,” noted Seth Stratton, also a shareholder with the firm. “We are also delighted to announce that Christina is now part of our firm, as she brings a wealth of experience and knowledge with her. Through their volunteer activities in the profession, these two attorneys not only elevate their representation of clients, but are improving the practice of law in their specialty as well.”

O’Connor counsels corporate and consumer clients in all aspects of insolvency law, primarily including bankruptcy, asset protection, taxation, real estate, and commercial matters. Her experience representing debtors and creditors in all types of matters, from complex Chapter 11 cases to adversary proceeding litigation, as well as serving as a Chapter 7 trustee for the District of Connecticut, allows her to analyze problems from all angles and develop creative solutions.

She has 13 years of legal experience, including a clerkship for the U.S. Bankruptcy Court for the District of Massachusetts. She earned a bachelor’s degree, cum laude, from the University of Connecticut, and graduated magna cum laude from Western New England University School of Law. She is an active member of several bar associations, where she has served in various leadership roles, and serves on the Massachusetts Bankruptcy Court’s Pro Bono Committee and Diversity Task Force. Her admissions include the state of Connecticut, the Commonwealth of Massachusetts, the U.S. District Court for the Districts of Connecticut and Massachusetts, and the U.S. Court of Appeals for the First Circuit.

O’Connor is routinely called upon by professional organizations to author materials and present on insolvency-related topics. She recently presented on the intersection of real estate and bankruptcy law, the new Subchapter V of Chapter 11, and complex bankruptcy sales for various Massachusetts and Connecticut bar associations. She will be presenting this summer at the ABI Northeast Conference & Consumer Forum. Additionally, she currently co-chairs two annual bankruptcy conferences, one targeting Western and Central Mass. and one serving New England.

Turgeon has more than 21 years of practice experience and is primarily engaged in business litigation and counseling services, including reviewing and preparing discovery and trial strategies in Fitzgerald Law’s Litigation Department. In addition, her concentrations include bankruptcy law representing debtors and trustees before the U.S. Bankruptcy Courts in Massachusetts and Connecticut; commercial evictions; real-estate law representing buyers, sellers, and financial institutions in real-estate transactions; and general civil litigation representing plaintiffs and defendants in district and Superior courts.

She earned a bachelor’s degree in criminal justice with a minor in English literature from Western New England University and is also a graduate of Western New England University School of Law. She is appointed to Supreme Judicial Court’s Standing Committee on Lawyer Well-Being and the U.S. Bankruptcy Court’s Local Rules Committee and Pro Bono Advisory Committee.

Turgeon is a board member of the Hampden County Bar Foundation, where she serves as treasurer; a board member and past president of the Hampden County Bar Assoc.; and a member of the International Women’s Insolvency & Restructuring Confederation, where she serves as treasurer and was elected at-large director. She also is co-chair of the Western Massachusetts Annual Bankruptcy Symposium.

Her admissions include the Commonwealth of Massachusetts, the U.S. District Court for the District of Massachusetts, and the U.S. District Court for the District of Connecticut. She frequently participates as a panelist in professional legal seminars and continuing-education programs locally and statewide.

Daily News

EASTHAMPTON — bankESB recently promoted Tim Czerniejewski to assistant vice president, commercial lending.

Czerniejewski has 16 years of experience in banking. He joined bankESB in 2016 as a credit analyst and was promoted in 2018 to assistant vice president, portfolio manager. In his new role, he will be responsible for developing, structuring, and closing commercial loans, as well as maintaining and servicing existing accounts. Before joining bankESB, he was a risk analyst and credit analyst at TD Bank.

Czerniejewski earned a bachelor’s degree in accounting from Western New England University and an associate degree in accounting from Springfield Technical Community College, and is a graduate of the Springfield Leadership Institute.

Daily News

SPRINGFIELD — Dhaval Patel has been selected for the 2023 class of 30 Under 30, highlighting his remarkable accomplishments and the impact he has made throughout his career.

Dhaval, 27, of Rovi Homes, was selected by REALTOR Magazine, which recognizes members of the National Assoc. of Realtors (NAR) under age 30 who have demonstrated exceptional skills in areas such as sales, marketing, entrepreneurship, technology, association leadership, and community involvement.

Lori Beth Chase, 2023 president of the Realtor Assoc. of Pioneer Valley (RAPV), noted that “Dhaval Patel is an exceptional Realtor. He represents the NAR 30 under 30 as part of our local association in the Pioneer Valley, embodying the true essence of real-estate professionalism. The RAPV congratulates Dhaval on this tremendous achievement.”

Daily News

NORTHAMPTON — Smith Brothers Insurance, with an office on Main Street in Northampton, has acquired Rawson & Sons Insurance Group, an independent insurance agency located in Worcester. The acquisition expands the Smith Brothers Insurance footprint in Massachusetts, with Rawson & Sons maintaining a local presence while leveraging the resources of Smith Brothers Insurance, one of the nation’s top 100 independent brokers.

Rich Rawson, founder of Rawson & Sons, will stay fully engaged in business development, sales, and client service, alongside the same team of insurance professionals. All Rawson & Sons team members will be joining Smith Brothers.

“Rawson & Sons brings us continued expansion in Massachusetts and allows clients of Rawson & Sons to gain access to additional carriers, coverages, and risk-management services,” said Joe Smith, president and CEO of Smith Brothers Insurance. “Rawson & Sons team members and their Worcester location are great additions. Our combined company will best serve our clients and community. We look forward to working together and also expanding on what Rich Rawson has built in servicing the mortgage-broker and real-estate community, to provide responsive services to help them do their business easier and faster.”

Smith Brothers Insurance has more than 200 team members in locations across Connecticut, Massachusetts, New Jersey, and New York.

“As I have come to know Joe and members of the Smith Brothers team, it is clear we share the same values,” Rawson said. “Their commitment to exceptional client service, continued growth, and being a great place to work is exciting to our team and aligns with our commitment to be the best we can be for our clients, partners, and the community. I look forward to working with the Smith Brothers team to continue to build what we have here at Rawson & Sons and do what we do even better.”

Cover Story

Support Network

TMG

From left, founders Ben and Jennie Markens and Emily Leonczyk, TMG’s vice president and chief operating officer.

 

When Lauren Zuber started with the Markens Group just over two years ago, she understood that she would be working for “an association-management company.”

But she noted that it took her quite some time to fully understand just what that meant, what this now 35-year-old venture does, and, just as importantly, how it does it.

“I was inherently confused by the concept until probably three months into my job here,” she told BusinessWest, adding that, despite this confusion, she was drawn to the company and took the role of director of Marketing & Development because of its track record of success and strong set of values.

Emily Leonczyk, the company’s executive vice president, can relate, and said that, for many employees, it takes closer to a year before they have a firm handle on all that goes into the equation when it comes to association management — and how this company stands out in a crowded field of competitors.

Indeed, there is a lot that goes into that equation, she said, including everything from organizing and staging events to strategic leadership; from marketing and communications to membership services; from website design to social media. And the Markens Group, or TMG, provides all this and more to a wide variety of trade associations, membership societies, and not-for-profits, including the Springfield Regional Chamber, providing a team of specialists in place of one generalist.

For the chamber, TMG handles a number of assignments, from its newsletter to assistance with events such as its Outlook lunch in March, one of the region’s largest annual gatherings, to the recent annual meeting.

Diana Szynal, president of the chamber, summed up what the firm does with two highly effective words.

“They’re our support team,” she said, emphasizing both terms and noting that, while she still leads the various efforts at the chamber, TMG provides support from many different individuals with experience and expertise in several different areas. “You don’t get a person … you get a team.”

“There’s a whole story out there about how I invented the concept of association management, but … that’s another story.”

The company’s growing portfolio of clients manifests itself in an alphabet soup of acronyms for the organizations it serves — letters that appear in emails, on a large board tracking a lengthy list of events that TMG is working on, and on the binder covers on a shelf in one of the conference rooms.

There’s SRC — that’s the Springfield Regional Chamber; MLF, the Mary Lyons Foundation; NEFMA, the New England Financial Marketing Assoc.; IMFA, the International Molded Fiber Assoc.; AAHP, the American Assoc. of Homeopathic Pharmacists; FPPA, Flexographic Pre-Press Platemakers Assoc.; and many others.

portraits of staff members

Jennie Markens’ portraits of staff members hang in TMG’s conference rooms.

Behind those letters are associations comprised of businesses and organizations that are committed to their missions and moving them forward, said Ben Markens, but need help with the many day-to-day aspects of managing their organizations.

The desire to meet this need was the goal behind a broad transformation of TMG from a consulting business focused on the folding-carton industry into an accredited association-management company, or AMC (yes, another acronym), a metamorphosis that began in 2008, when the company took on management of the PPC, the Paperboard Packaging Council.

Over the past 15 years, the company has expanded its reach and its portfolio of clients and accompanying acronyms, giving the associations it manages a Springfield mailing address and phone number. In the meantime, it has become a great place to work — figuratively, but also quite literally.

Indeed, TMG has been named a ‘Great Place to Work’ by Forbes magazine, but beyond that designation, it has become a company with a culture grounded in the concept of teamwork and simply having fun, as we’ll see.

The firm has been in a serious growth mode in recent years, adding employees, taking on more space at 1350 Main St. — it now occupies a large chunk of the 11th floor — and bringing on a number of new clients.

There have been costs and risks associated with this rapid and profound expansion, said Ben Markens, but he prefers to look upon them as investments in the future of a venture that he and his wife, Jennie, built from the ground up with the intention of it remaining a force in Springfield, and in the AMC galaxy, for decades to come.

“We have a very strong bench of cross-trained individuals.”

With that in mind, the pair have spent considerable time and energy on the matter of succession, and have put in place a plan whereby Leonczyk will become the majority shareholder over the next several years.

For this issue, BusinessWest talked with the senior leadership team at TMG about the first 35 years of growth, change, and maturation, and how there is more on tap for a company that has become a leader in what Ben Markens likes to call “the huge business that no one knows about.”

 

Portraits of the Artists

Among her many talents, Jennie Markens is a talented artist. And some of her work is on the walls at TMG.

Indeed, visitors to the office are greeted by a painting of the reflection of Springfield’s famous campanile clock tower in the glass façade of the Springfield Sheraton — an image that many TMG workers can see out the windows of their offices.

The leadership team at TMG

The leadership team at TMG, from left: Emily Leonczyk, Irene Costello, Jennie Markens, Lauren Zuber, Brian Westerlind, and Ben Markens.

Meanwhile, in one of the small conference rooms just off the front entrance are two rows of pencil sketches of TMG’s employees, a collection that has grown larger as the company has over the past several years.

The sketches, which make great conversation pieces for guests, speak to the concept of ‘team’ and how it is valued at TMG, which, as noted earlier, started as a consulting firm in 1988 that was niched to the folding-carton industry, a business that is well-represented in one of the conference rooms with a number of packaging products, including a Lucky Charms box.

TMG provided assistance to that industry on everything from pricing to strategy, said Ben Markens, adding that the leaders of the industry eventually asked him to become president of their association.

“I told them ‘no,’ because I already had a job,” he recalled. “They said, ‘figure it out,’ and we became what’s known as an association-management company. There’s a whole story out there about how I invented the concept of association management, but … that’s another story.”

While he may or may not have invented the business, Markens and the team that has been assembled has certainly come to be a leader in an industry he described as simply the outsourced management of associations — in TMG’s case, manufacturing groups and medical entities, representing everyone from podiatrists to neonatal intensive-care nurses.

“We’re able to take our experiences from one association or industry group and apply them and add value to others.”

Early on, Ben and Jennie made the decision to do this from Springfield. The PPC wanted them to move to the Washington, D.C. area — the association is based in Alexandria, Va. — and they considered basing it in or near their home in Westfield, but they ultimately decided the venture needed to be in Springfield and its downtown.

That move represented a risk in and of itself, said Jennie Markens, noting that 2008 was the height of the Great Recession, and taking on substantial debt and essentially launching a new business was a scary proposition.

But they moved ahead with confidence, a vision, and an operating philosophy grounded in what they call ‘fundamentals’ — and they’ve never looked back.

As they talked about association management, members of TMG’s leadership group said there are many components to this work.

Events are an important and highly visible part of it, said Ben Markens, adding that the firm will assist with everything from finding speakers to choosing the hotel; from ordering awards to handling the banquet order. But there is much more to this than events, he said, adding that TMG essentially becomes the back office for the association it serves, managing assignments ranging from membership to marketing to social-media content.

Jennie and Ben Markens

Jennie and Ben Markens have the firm on a serious growth trajectory in recent years.

As it does so, it brings to those assignments several specialists, as opposed to one generalist that a nonprofit or trade association might hire to handle those tasks listed above, said Irene Costello, director of Operations for TMG.

“If they do hire that one full-time staff person, they have one person managing the books, doing the marketing, trying to plan an event … and that person can’t be a master of everything,” she told BusinessWest. By hiring us for a similar price as a full-time employee, you wind up with a full staff of experts in each individual area that can bring their expertise and pull the association forward and make it successful.”

Ben Markens agreed. “Instead of having one person with two arms and two legs, you have the arm of a social-media person, the leg of an event planner … it’s full-time staffing at part-time rates.”

But while they’re specialists, the team’s members are cross-trained and can step in and fill any of a number of roles, said Leonczyk, citing, as one example, the Springfield Regional Chamber’s recent Outlook lunch. The team member managing the chamber’s account came down with COVID the week of the event, she recalled, adding that others within the firm were able to effectively backfill.

“We have a very strong bench of cross-trained individuals,” she said, adding that this is one of the key ingredients in the firm’s formula for success.

 

Firm Resolve

This deep bench, and the ability to provide specialists in the place of one or a few generalists, help explain the emergence of AMCs, and especially TMG, said Brian Westerlind, vice president of Industry Affairs and Strategic Communication for TMG. He noted that there is an association for association-management companies (the Association Management Company Institute), which has conducted studies yielding statistical evidence showing that groups that use such a firm fare better than those who try to handle such matters themselves.

“AMC-run associations had three times more net growth in assets and 31% higher growth in net revenue,” he noted. “And I think most of that comes from the fact that we know associations, we run associations every day, and I think our special sauce comes from the fact that Ben started out in this business discipline helping individual companies, and now we’re doing that for nonprofit associations and professional societies.

Leonczyk agreed, noting that one of the firm’s strengths is its ability to take lessons from work it does for one client, or group of clients, and apply it to others.

“We’re able to take our experiences from one association or industry group and apply them and add value to others,” she explained, adding that this ability helps explain the company’s strong growth trajectory in recent years.

And while the Springfield Regional Chamber doesn’t represent TMG’s niche within the AMC realm — its bread and butter is trade associations in the manufacturing and medical fields — its work with the agency exemplifies its role as a support network and its ability to handle the work of one or several full time equivalents.

Its work with that group also exemplifies the mindset with which it enters each assignment.

“Our job is to make them look really good and be all things behind the scenes,” said Leonczyk, adding that, for many associations, TMG takes the place of an executive director or administrator.

Zuber agreed, noting that the relationships with clients are partnerships in every sense of that term.

“We’re on the journey together, as opposed to a situation where we’re just managing them,” she explained. “It’s a real partnership.”

And while what TMG does for its clients is a big part of this story, an even more important piece, Leonczyk said, is how it goes about this work. By this, she meant a supportive culture created by the Markenses, one grounded in a strong value system and a desire to make theirs an enjoyable workplace, but also built on a foundation of excellence.

“It came down to the fact that Jennie and I wanted to found a company that we would like to work at — one that didn’t have a lot of arbitrary rules or a lot of backbiting, a place founded on those things we started with back in 1988,” Ben Markens explained. “We’ll do whatever’s fair, we want to have fun, and personal relationships are important.

“That’s easy when there’s just three or four of us, but as we become eight, nine, 10, or more, it becomes more difficult,” he went on, adding that, to maintain that culture he and Jennie covet, TMG stresses what are known as ‘fundamental behaviors,’ ranging from ‘we are friendly’ and ‘we do our best’ to ‘we are fair’ and ‘we have fun.’

Ben Markens puts a special emphasis on that last one — what he calls the ‘fun factor,’ and to say there has been a trickle-down effect would be an understatement.

“You can be quirky, you can be yourself here, and I really enjoy that — that’s who we are here,” Zuber said, adding that another fundamental is what she calls ‘support and defend.’

“Within three months of working here, I knew people had my back,” she explained. “I’ve worked in many different industries, and never have I enjoyed the level of support I have here.”

Moving forward, Leonczyk, a member of BusinessWest’s 40 Under Forty class of 2023 who came to the company four years ago and eventually assumed the role of executive vice president, said she is committed to keeping the firm in Springfield, continuing to build on the culture that has made this a great place to work, and maintaining the strong pattern of growth it has seen the past several years.

“I’m really grateful for this opportunity, and want to build on everything that Ben and Jennie have done here,” she said.

 

Bottom Line

Ben Markens may or may not have invented the concept of association management. As he said, “that’s another story.”

This one is about the company he and Jennie started and how it has grown and evolved over the years to become a leader in this business that so few know about.

This work is a science, but it’s also an art, and mastering it has become a function of teamwork, as represented in those portraits on the conference-room wall.

Those portraits speak of a canvas that is still being filled in, with new elements — and, yes, new acronyms — being added regularly.

That’s what this story is all about, and there are many intriguing chapters still to come.

Law Special Coverage

Working in Concert

Managing Partner Seth Stratton with recently named Shareholder Andrea O’Connor.

Managing Partner Seth Stratton with recently named Shareholder Andrea O’Connor.

 

“Non-traditional.’

That’s not a term you hear often in reference to a law firm. That’s because … well, the vast majority of them would still be considered the opposite — traditional, operating pretty much the way law firms have operated for decades now.

But Seth Stratton uses the word quite liberally as he talks about the firm he serves as managing partner, Fitzgerald Law, P.C., which is based in East Longmeadow but also has an office in downtown Springfield.

He says it applies to the firm’s founder and still very active partner, Frank Fitzgerald — “he’s always marched to a different beat when it comes to the practice of law; he’s a businessperson first and lawyer second” — and also how the firm’s members go about team building. Most recently, it was at a Bruno Mars concert at MGM Springfield (Stratton formerly served as vice president and legal counsel of MGM Resorts’ Northeast Group, and still had the requisite connections to buy 40 seats to the show), preceded by some bowling in the casino’s alleys.

That term also applies, to one degree or another, to how the firm is expanding, adding lawyers, and even making them partners.

Indeed, Andrea O’Connor, a bankruptcy and insolvency specialist who joined the firm in 2020 (not long before Stratton left MGM and rejoined Fitzgerald), was recently made a shareholder, continuing a pattern of growth and what Stratton called “re-invention.”

“More people have gotten involved as shareholders in the firm,” he explained. “And we’ve also been bringing in mid-career lawyers who have considerable experience and a lot that they can bring to the firm. We’re bringing people in non-traditionally to grow our firm, and as we grow, we’ll talk out ownership opportunities in the firm.”

The addition of O’Connor, as well as Christina Turgeon, another bankruptcy specialist formerly in solo practice, and Daryl Johnson, who specializes in everything from commercial lending to zoning, further diversify a firm focused mostly on business advisory work, said Stratton, noting that it handles a wide array of legal issues, including commercial real-estate development, acquisition, and sale; zoning, permitting, and licensing; and business succession and estate planning.

Bankruptcy and restructuring are now part of that mix, and an important part, he said, because, while the economy remains strong and bankruptcies have generally been on the decline in recent years, businesses do fail, and such work is part of providing the full range of services that businesses might need.

“We’re trying to figure out a model that allows us to capitalize on talent but not be wed to a traditional law-firm model. We are a little different, and we think this is what many of our clients like about us.”

Meanwhile, there are few firms in this region that have such expertise, he went on, adding that this is a key component of the firm’s overall growth strategy.

As he talked about that strategy, Stratton said the broad plan is to continue to grow and diversify the firm — it has added several new lawyers over the past few years and now boasts 10 attorneys and five partners — and take its expertise to different markets.

The Fitzgerald firm has opened a satellite office in Worcester, he noted, enabling it to better serve clients and potential clients in that part of state, and O’Connor and other attorneys in the firm are serving a growing number of clients in Boston and other metropolitan areas, as clients take advantage of the firm’s deep portfolio of services — and at Springfield-area rates.

Overall, Stratton said the firm is still trying to determine the “sweet spot” when it comes to the desired size of the firm, and hinted strongly that it will essentially know what that size is when it gets there.

In the meantime, it will continue to look for opportunities to add some rock stars to the roster and continue to grow and diversify in a way that could, indeed, be called ‘non-traditional.’

 

Additions of Note

O’Connor told BusinessWest that she would consider her own career path non-traditional.

She started with the Springfield-based firm Hendel & Collins, which specializes in bankruptcy and related work, after graduating from law school. After six years there, she left to serve as a clerk for the bankruptcy court.

She then returned to the firm, which became Hendel, Collins & O’Connor, P.C. While her partners eventually started winding down their practices, she was looking to take hers to the next level. The question was … where?

She said she had a number of options, but eventually decided to join the Fitzgerald firm in August 2020, the height of the pandemic.

“I started my last firm when I was eight months pregnant, so I make bold choices sometimes,” she said with a laugh. “But when the opportunity comes, you have to seize it; it was a huge opportunity for me to come here and work with this team.”

Fitzgerald has been creating such opportunities for other mid-career lawyers, said Stratton, adding that the traditional path that lawyers took for years — one where they would join a firm as an associate; make partner after six, seven, or eight years; get a bigger office; and stay with that firm for the next several decades — is increasingly not the norm.

Especially at Fitzgerald, a firm that was founded in 1992.

“There is a sweet spot in terms of size, and we’re all trying to figure out what it is.”

“We’re trying to figure out a model that allows us to capitalize on talent but not be wed to a traditional law-firm model,” said Stratton, who was on the partnership track at a large regional law firm but ultimately rejected that path and left for Fitzgerald and ultimately returned to it after a six-year stint with MGM that eventually saw him become the face of the casino. “We are a little different, and we think this is what many of our clients like about us.”

And when he returned, as managing partner, he continued and accelerated that process of reinvention, adding that it involves expansion and diversification of the firm, while focusing on what it does well.

Elaborating, he said the firm moved on from the work it was doing in such areas as family law and personal injury, and focused all its talent and energies on serving businesses and their families in all the ways they need to be served, including areas such as bankruptcy and insolvency.

Work in that realm has been relatively slow in recent years, said O’Connor, adding that an expected surge — or wave, or tsunami — of personal and business bankruptcies, one that would accompany an end of COVID-related relief efforts, has yet to materialize, and now there are doubts that it will.

“We’ve had a really good economy for a very long time,” she told BusinessWest, adding that the high-water mark for bankruptcy work came at the height of the Great Recession, some 15 years ago, and has been fairly tepid ever since, to the point where she believes fewer people are entering this specific specialty.

But there is always work in this realm, she said, adding that most of hers involve businesses in distress. Recently, she was appointed a Chapter 7 panel trustee in Connecticut, administering bankruptcy cases, primarily in New Haven, but also in Bridgeport and Hartford.

This additional focus on bankruptcy and insolvency enables the firm to better navigate the cyclical nature of the economy, said Stratton, adding that it also helps separate it from many competitors.

“This allows us to be more diversified and recession-proof in our own business,” he explained. “When the economy is good, the bread and butter of our business — transactional work, real-estate development work, loans and financing — is busy. When the economy goes in the other direction, some of that work dries up, but then, bankruptcy and insolvency work picks up, so it allows us to diversify.”

The recent staff additions to the firm have enabled it to get both younger and more gender-diverse, said Stratton, adding that he anticipates this growth pattern to continue in the years to come.

“I expect that the approach we’ve taken over the past two years will continue over the next several years,” he said. “But there is a sweet spot in terms of size, and we’re all trying to figure out what it is. We want to have enough lawyers to service the business, without growing too big to where we take on additional overhead, which pushes rate structures higher and you feel less competitive with clients.

“We don’t know what that sweet spot is yet,” he went on, “but we will find it.”

 

Bottom Line

Getting back to the Bruno Mars concert, Stratton said he still has a few MGM employees on speed dial who were able to make it happen.

The concert, bowling, and dinner in the sports bar before the show was a decidedly different course for the firm’s annual summer outing, and one that provided another example of how Fitzgerald is different and — here comes that word again — non-traditional.

Thus far, that character trait is serving it well, and Stratton and his growing team are committed to staying on this course moving forward.

Where it will take them is a question to be answered later — when they find that aforementioned sweet spot. For now, it’s a path toward continued growth and diversity, in every sense of that word.

 

Healthcare News Special Coverage

Specialized Approach

 

The new hospital

The new hospital, seen here in the late stages of construction, will open in August.

 

As Dr. Barry Sarvet surveys Valley Springs Behavioral Health Hospital a couple months before its opening, he’s excited about what he sees.

“We are extremely excited to be providing a brand new, state-of-the-art psychiatric hospital facility for our communities in the Pioneer Valley,” said Sarvet, chair of the Department of Psychiatry at Baystate Health. “Hospital care for behavioral-health patients requires a specialized environment of care to ensure safety, comfort, and privacy for patients and a setting for a full range of therapeutic services to support their recovery.”

The Holyoke-based hospital does just that, he noted. “Our new facility is spacious and will have an abundance of natural light. It includes ample spaces for psychotherapy, rooms for art and occupational therapy, a gymnasium for physical activity and recreation, and access to outdoor spaces for fresh air. Psychiatric patients deserve to be treated in an environment of care that supports their dignity, and we’re so pleased to be able to offer this.”

But he’s just as excited, if not moreso, about what the hospital, a joint venture between Baystate Health and Lifepoint Behavioral Health, means for access to behavioral healthcare in the region, which still faces a shortage of inpatient psychiatric services and increasing mental-health needs.

“We care deeply about people who need psychiatric services and are committed to the success of this new project,” he said, adding that the partnership with Lifepoint is smart considering that organization’s expertise in the development of new specialty hospitals and its commitment to quality care. “In developing this new hospital with our Lifepoint partners, we are continuing and enhancing our commitment to fulfilling the mental-health needs of people in our region.”

Dr. Barry Sarvet

Dr. Barry Sarvet

“Hospital care for behavioral-health patients requires a specialized environment of care to ensure safety, comfort, and privacy for patients and a setting for a full range of therapeutic services to support their recovery.”

Baystate actually announced a partnership on this project with Kindred Healthcare LLC during the summer of 2000, before Kindred was purchased by Lifepoint Health about a year and a half ago. Lifepoint boasts more than 100 specialty hospitals across the U.S. focused on four divisions: skilled nursing, rehabilitation, acute care, and behavioral health, said Roy Sasenaraine, CEO of Valley Springs.

“There’s a significant need in Western Mass. for this specialized hospital. The behavioral-health needs in the population are so great, and the differentiation between this service line and every other service line is so different, you need something like this; just like having a specialty hospital for children, you need a special team to come together to care for behavioral-health patients.”

The new facility, set to open in mid-August, will increase capacity for inpatient behavioral healthcare for adults, children, and adolescents in the area by 50%. Built with the unique needs of behavioral-health patients in mind, the $72 million hospital is designed so patients receive their care and treatment in an environment that supports their recovery, Sasenaraine said.

The 150-bed hospital at 45 Lower Westfield Road in Holyoke, including 30 beds dedicated to longer-term care through the Massachusetts Department of Mental Health, has been planned with patient safety in mind, he added.

“A benefit of new construction is that patient safety and privacy has been factored into every aspect of the building, from patient rooms to the gymnasium. We have fine-tuned every detail and thought of everything in terms of safety: toilets, window blinds, even door jambs. The new building allows us to make use of modern technology to elevate patient safety in a way retrofitting an existing unit could not.”

 

Access Points

A new service offered by Valley Springs Behavioral Health Hospital will be on-site evaluations following a provider referral, allowing some patients to be admitted without an Emergency Department visit at a different hospital.

Currently, around one-third of the behavioral-health patients evaluated in Baystate Health’s four emergency departments are transferred to facilities outside of Western Mass. due to a shortage of psychiatric beds in the region. With the opening of Valley Springs, more patients will have the opportunity to receive treatment close to home, Sasenaraine explained. The hospital’s location is intended to provide accessibility, being close to Routes 90 and 91, while also providing a facility focused solely on specialized care for mental health.

Roy Sasenaraine

Roy Sasenaraine

“The new building allows us to make use of modern technology to elevate patient safety in a way retrofitting an existing unit could not.”

He explained that patients will be admitted in three ways: people in crisis can be taken directly to the hospital by ambulance, other care providers will refer patients in need of behavioral-health treatment, and people can also walk in off the street.

“They might say, ‘I think I need help. I’m suicidal.’ That’s what my intake-assessment team is here for, to assess them for clinical issues, suicidal ideations, whatever it may be.”

Sasenaraine also noted that the new facility will provide employment opportunities with the opportunity to positively impact the lives of patients and families in the community. Employees currently working in Baystate facilities whose services will be transferred to Valley Springs Behavioral Health Hospital will have the opportunity to apply for positions there, in addition to opportunities for new employees to be a part of the joint venture.

“We’ll employ a lot of people, even some departments that didn’t exist before,” he said, such as a 24/7 intake department that will provide 18 full-time equivalent jobs. “For many people, this will be a once-in-a-lifetime opportunity to be a part of building a new organization from the ground up.”

Behavioral-health services from Baystate Wing Hospital and Baystate Noble Hospital, as well as pediatric behavioral-health services from Baystate Medical Center, will begin to transition to the Valley Springs site in August. Spaces in those facilities will then be converted to primary and specialty care or will be used to accommodate the increasing demand for inpatient medical services.

Baystate Health is working closely with the Department of Public Health (DPH) during this transition. The affected inpatient facilities are expected to be fully transitioned by the end of the year, with most completing the move in the fall, and partial hospitalization programs transitioning by January 2024.

As Baystate Health works with DPH to facilitate the transition, a series of formal notices will be made, public hearings will be held, and DPH will work with Baystate Health to assure patient-access needs are met. This process has already begun, about four months before the intended full transition for each affected unit, starting in late May for Baystate Wing, mid-June for Baystate Medical Center, and late June for Baystate Noble Hospital; it will continue in July for the partial-hospitalization program at Baystate Franklin Medical Center.

Valley Springs Behavioral Health Hospital will be affiliated with the psychiatric services operated directly by Baystate Health, including a 28-bed Adult Psychiatric Treatment Unit at Baystate Medical Center, which serves as a primary site of training for medical students and psychiatric residents within UMass Chan Medical School – Baystate educational programs. This unit has a unique role in the care of patients with co-occurring and complex medical issues, requiring the resources of a general hospital.

Baystate’s Department of Psychiatry will also continue to operate its array of ambulatory behavioral-health services, psychiatric consultation services, emergency psychiatric services, and programs supporting mental-health treatment in the primary-care setting.

In addition, Baystate Health will continue to operate its 22-bed Mental Health Unit at Baystate Franklin Medical Center, which provides inpatient behavioral healthcare for patients in Greenfield and the surrounding communities. According to Ronald Bryant, president of Baystate Regional Hospitals, the decision to keep this unit open was made based on geography and Baystate Franklin’s history of integration of behavioral-health services, such as the 24/7 presence of recovery coaches in the Emergency Department.

“Baystate Franklin has spent many years building strength in behavioral-health practices that really connects with a lot of the other types of care provided,” Bryant said. “We didn’t want to lose the continuity of that integration.”

 

Fulfilling a Mission

Before coming to Valley Springs, Sasenaraine served as vice president of Operations for the central region of Spire Orthopedic Partners, where he led new construction, patient-access initiatives, and acquisition and integration work for Spire’s nine locations in Connecticut.

Prior to that, he served as vice president of Operations for Hartford Healthcare System’s East Region behavioral-health network, where he oversaw 18 locations, including six school-based programs, two emergency departments, one inpatient psychiatric hospital, eight ambulatory locations, and one inpatient juvenile program. His leadership led to the implementation of a new care model for adolescent, pediatric, and adult patients in inpatient care, along with the implementation of a new electronic medical record across all sites of care.

“Roy’s breadth of operational experience and his deep understanding of the behavioral-health setting make him the right leader for this new, state-of-the art facility that we are excited to open in the coming months,” Dr. Andrew Artenstein, Baystate Health’s chief physician executive and chief academic officer, said when the appointment was announced in the spring.

For his part, Sasenaraine said he embraces the opportunity to oversee a new specialty hospital that will increase employment in the region and generate $1.6 million in taxes annually — but, most importantly, provide more access to behavioral healthcare at a time when it’s needed.

“I know that we have an exciting road ahead of us,” he said. “I look forward to serving patients in Western Massachusetts with safe, high-quality behavioral-healthcare services.”

Autos Special Coverage

Driving Forces

Mike Marcotte shows off one of the Bronco Sport models

Mike Marcotte shows off one of the Bronco Sport models on the Marcotte lot, one of the small SUVs that are seeing a surge in popularity.

 

Prior to the pandemic, Mike Marcotte recalls, there would be between 300 and 350 new cars on the lot at Marcotte Ford, the Holyoke mainstay started by his grandfather more than a half-century ago.

At the height of COVID, when there were supply-chain issues and a massive microchip shortage, there were maybe 30 or 40 cars on that same lot.

“Employees could park wherever they wanted at that time,” Marcotte, the company’s president, said with a laugh, noting that today, there are close to 200 cars on the lot on Main Street, partly out of necessity — there are still fewer cars available from the manufacturer — but also out of choice.

“You don’t need to have everything on the lot because you can factory-order vehicles,” he explained. “It’s nice to have all the options, but you have carrying costs, and you want the freshest product.”

This commitment to keeping smaller inventory levels has provided the business with another opportunity to expand what has become a complex of sorts on Main Street, one that includes everything from the dealership to a commercial truck center to a car wash. Indeed, Marcotte showed BusinessWest a row in the parking lot that is now the site of a construction project — one that will create a bank of charging stations to handle the growing volume of electric-car sales.

“You don’t need to have everything on the lot because you can factory-order vehicles.”

Rising electric and hybrid car sales and smaller inventories, by choice, are among the trends and ongoing developments in an auto-sales industry that is still in many ways adjusting to life post-COVID. It’s a time of challenge — higher interest rates, talk of recession, and some lingering availability issues when it comes to many makes and models, for example — but also opportunity, in the form of new and intriguing products (mostly those electric models), some improved incentives from the manufacturers, and some lingering, pent-up demand.

Other trends include a still-challenging used-car market — meaning challenging for dealers who struggle to find cars and challenging for consumers, who continue to face limited options and high prices — as well as steadily rising SUV sales and a growing willingness among consumers to order a vehicle rather than pick one off the lot.

Carla Cosenzi, president of the Tommy Car Auto Group, which includes Hyundai, Genesis, Nissan, Volkswagen, and Volvo dealerships, said she and her team, like most in this business, entered the year with conservative expectations, because of those challenges listed above, and two quarters into 2023, they are meeting them.

“It’s been such a volatile market, with inventory constraints, interest rates, and what’s happening with the economy, so we just made a conservative projection and figured we could always adjust if we needed to,” Cosenzi said. “We projected to increase sales over last year, which we always do, but not by a lot.”

Ben Sullivan, chief operating officer at Balise Motor Sales, concurred. He told BusinessWest that, after three years of decline, to one degree or another, and a 2022 that was essentially flat, 2023 was seen within the industry as a year when, despite higher interest rates and inflation, dealers would do some catching up.

Ben Sullivan, seen here with a Kia Sportage plug-in hybrid

Ben Sullivan, seen here with a Kia Sportage plug-in hybrid, said electric cars and plug-ins comprise a growing percentage of sales at the company’s many dealerships.

And they have, he said, although limited supplies have impacted the degree that they can do so, with some brands impacted more than others. He noted that, while there are still some supply-chain issues, the bigger challenge now is getting the cars to the lots.

“There’s still some fragility in the supply chain,” Sullivan said. “On top of chips and COVID lockdowns, which, for most part, have passed in the global supply chain, now what you’re dealing with are labor shortages at ports and shortages of rail cars — there’s a particular type of rail car that carries vehicles. And on top of that, at the end of this year, the domestic manufacturers will be renegotiating their AUW contracts.”

For this issue and its focus on auto sales, BusinessWest talked with several dealers about what’s happening with this market at the halfway point in the year, and what we can expect in quarters three and four — and beyond.

 

To a Higher Gear

Before addressing 2023, Sullivan first set the tone by recapping 2022, which was, by most measures, and especially the new-car-sales yardstick, a down, or flat, year. And the availability of cars, or the lack thereof, was the biggest factor.

“Every time we thought that someone was going to build enough cars to grow sales, they weren’t able to, or they weren’t able to ship them,” he explained, listing issues ranging from plant lockdowns due to COVID to a computer-chip shortage and backups at the ports. “So the industry was really under some pressure.”

“People like to feel and touch and experience what they’re going to be driving, so there’s definitely an opportunity to lose market when you don’t have the right inventory and your competitor does.”

The consensus within this sector was that things would rebound somewhat in 2023, but the bounce would be limited by everything from lingering shipping challenges to higher interest rates to inflation limiting consumers’ buying power.

And all that has come to pass, said those we spoke with, noting that one of the biggest issues still facing dealers is inventory. Indeed, while most all of them would carry fewer vehicles than they did before the pandemic, for those reasons mentioned above, they would prefer more than they have at present — at least with most models.

Cosenzi, like Sullivan, said inventory levels vary with the brand, with some manufacturers faring better at bringing cars to the lot than others.

“Hyundai has inventory, and inventory is becoming more available every month,” she said. “Meanwhile, Volkswagen’s inventory isn’t nearly as robust as Hyundai’s, and with Nissan, we’re slowly seeing it grow, but it’s not faring as well as Hyundai.

“Obviously, we’ve learned to be more disciplined through COVID and not having as much inventory, and I think that has trained the consumer to some respect,” she went on. “However, people like to feel and touch and experience what they’re going to be driving, so there’s definitely an opportunity to lose market when you don’t have the right inventory and your competitor does.”

Carla Cozensi

Carla Cozensi says inventory issues are among the many challenges facing dealers today.

Sullivan said inventories are generally improving across the spectrum of brands in the Balise stable, which now includes a second Subaru store (the other is in Rhode Island), with the quiet acquisition of the Steve Lewis dealership on Route 9 in Hadley early this spring. Overall, 60% of cars are now pre-sold, or factory-ordered, compared with 80% to 90% at the height of COVID.

Overall, he said, there is now more of a willingness on the part of consumers to factory-order vehicles and get exactly what they want — and wait several weeks for it — while rising inventory levels improve the odds of getting exactly what they want (or at least close) and driving it off the lot the same day.

Marcotte said levels of inventory are rising at his Ford store, but a good number of vehicles — maybe 33% of all sales, by his estimate — are still factory-ordered, with wait times of roughly six to 12 weeks, compared with four to six months at the height of COVID.

“It’s back to normal in many respects, but you’re still dealing with some supply issues; it may not be microchips, but other parts — one widget can hold up a whole vehicle,” he said, adding that it can still be challenging to secure adequate inventories of some product, especially, in his case, trucks and cargo vans.

 

Current Events

But while challenges persist, those we spoke with have seen several encouraging trends and developments.

At the top of that list is electric vehicles and hybrids, sales of which have been climbing steadily, if unspectacularly, over the past several years.

Within the Balise stable, Sullivan said, there are now 15 electric models, with more on the way, when a few years ago, there were just three.

“It’s back to normal in many respects, but you’re still dealing with some supply issues; it may not be microchips, but other parts — one widget can hold up a whole vehicle.”

“Soon, there are going to be 54 entries into just the electric-vehicle market,” he said. “And it’s going to be a very interesting landscape to watch as people decide, ‘can I go all the way in electric, and which one do I get, based on range and price and tax credits?’

“It is certainly a growing part of the business, but what’s interesting to watch as well is the number of people who go out with an electric and decide they’ll take one step away from that and go plug-in hybrid,” he went on. “We’re seeing a real demand push going on for plug-in hydrids; the hybrids have been around for a while, but the plug-in hybrid is really starting to come into its own. We’re seeing a huge increase in demand for those vehicles.”

Meanwhile, sales of SUVs, especially the smaller, crossover models, continue to dominate the market.

Some makers have all but stopped selling sedans — Ford has only the Mustang left in its portfolio, for example — amid growing popularity of SUVs, which appeal to consumers of all ages.

Cosenzi said sales of models such as the Hyundai Tuscon, Nissan Rogue, Volkswagen Tiguan, and Volvo XT60 continue to trend higher. There is still a market for sedans, she went on, noting that VW’s Jetta and Hyundai’s Elantra, both smaller models with comparatively smaller price tags, are still a strong seller. But that market is smaller and continuing to trend in that direction.

Marcotte concurred, pointing to soaring demand for the Ford Bronco and Bronco Sport, a smaller SUV that is capturing an audience.

“We’re getting a lot of new buyers because of the style of the Bronco Sport — we’ve had some Escape customers, people who have bought two or three Escapes, moving to the Bronco Sport,” he said, adding that another popular addition to the portfolio is the Maverick, a small truck that gets 40 miles to the gallon and lists for under $30,000.

As for the used-car market, 2023 has looked a whole lot like … well, 2022, said those we spoke with, much to the chagrin of consumers and dealers alike.

The problem, now and then, is inventory, or lack thereof, said Cosenzi, adding that supplies remain low, for many reasons. These include fewer new-car sales (compared to pre-pandemic levels) and, therefore, fewer trade-ins, as well as the fact that seemingly all constituencies, from consumers to car-rental companies, are hanging onto their cars longer.

That means there are fewer pre-owned cars on the lots, which equates to higher prices, a simple byproduct of the laws of supply and demand that is not likely to change any time soon, Sullivan said.

Cosenzi agreed, noting that dealers can’t get as many cars, and they have to work much harder to secure what they can.

“We’ve done a really good job sourcing them from our own customers, like marketing to people in our market that we’re interested in buying their car, and that’s how we’ve been able to maintain our levels,” she said. “But it’s been difficult. It’s been more work than it’s been in the past, that’s for sure.”

 

The Road Ahead

Summing up the mindset at Balise, Sullivan said the company is “bullish,” and in a growth mode.

And, increasingly, it is securing the fuel it needs for such growth — fuel in the form of inventory, demand for products (especially the new electric vehicles and SUVs now dominating the lots), and economic conditions that will prompt consumers to buy.

Time will tell what happens over the final two quarters of this year, but it seems likely that dealers will do more of that catching up that was projected for 2023.

 

Special Coverage Women in Businesss

No Place Like Home

 

Founder and CEO Sheryl Blancato.

Founder and CEO Sheryl Blancato.

 

It’s called Homebound to the Rescue.

The idea behind this initiative, one of many launched over the years by Second Chance Animal Services, is that many senior citizens can’t afford to provide basic medical care for their pets or don’t have transportation to bring them to a vet.

What Second Chance does is bring care to the pet owner’s doorstep by visiting low-income senior-housing areas to offer low-cost vaccinations, testing, and other care, so the animals stay healthy and, just as important, don’t have to be surrendered because they can’t be properly cared for.

Then there’s Project Keep Me, which provides temporary housing for the pets of domestic-violence survivors, enabling their owners to seek safe housing arrangements while ensuring the well-being of their animal companions, and later returning them to a more stable environment. Without such a program, people in crisis often have to choose between staying in a dangerous situation and losing their beloved pets.

“Our main focus is what we call surrender prevention. If they have a loving home, we want to keep them there, if at all possible.”

“Maybe your sister can temporarily house you, but she’s got dogs, and you have cats, and the dogs don’t like cats, so you have to find a place for your cats,” said Sheryl Blancato, founder and CEO of Second Chance. “So we’ll take the cats, up to 90 days. It’s a wonderful experience to be able to get those people out. We hope that shelters take the animals as well, but not all shelters do. They just need that transition time, and we need to get them out of that dangerous situation.”

“Keeping families and pets together” is a slogan found on many of Second Chance’s brochures, and for good reason: it’s at the heart of what Blancato and her team do.

Simply put, she founded the organization in 1999 primarily to find homes for homeless animals, but later began providing low-cost medical care and vaccinations, realizing that healthy animals are less likely to be surrendered. And many of the programs that have followed have been with the same goal in mind: not only to help animals find homes, but keep as many as possible from being surrendered at all.

“Our main focus is what we call surrender prevention. If they have a loving home, we want to keep them there, if at all possible,” Blancato said in describing why programs like Homebound are so important. “For those that are on Social Security, retired, on a fixed income, those pets are often their sole daily companion. They’re vital to the health of the senior as well. They provide companionship, they keep your blood pressure down, they stave off loneliness, and with dogs, they walk them, so they get outside and meet people.”

This focus on not only making sure animals have good homes, but also improving quality of life for their owners has seen Second Chance expand its reach dramatically over the past 24 years. From its beginning with $400 in cash and donated land, it now encompasses four hospitals (in North Brookfield, Springfield, Worcester, and Southbridge) and serves about 44,000 animals a year.

Second Chance’s Springfield location

Second Chance’s Springfield location is one of its four community veterinary hospitals.

“There are times I’m like, ‘wow, this is amazing,’” Blancato said. “I’ll sometimes go in a hospital to meet with a manager or something, and I just watch what goes on in the lobby, and I listen. And I think, if I had helped 44,000 animals in my whole career, that would have been great. But to have that be a yearly thing is wonderful.”

For this issue’s focus on women in business, we visited one of those hospitals to sit down with Blancato to talk about the broad work of this nonprofit, why it’s so important, and why more people — and donors — need to know about it.

 

Bringing Home Buster

At least some of the credit for her long career in animal welfare goes to an escape artist named Buster.

That’s the puppy Blancato — then a single mother of three — adopted during her 20s, following a tough stretch in which her husband left and she battled cancer. And Buster was “ridiculous” at getting out of the yard. So Blancato got to know East Brookfield’s animal-control officer, and they became friends — and he eventually offered her a job as an animal-control assistant. He retired not long after, and she took over his role.

“ I think, if I had helped 44,000 animals in my whole career, that would have been great. But to have that be a yearly thing is wonderful.”

“Once I became an animal-control officer, I picked up a lot of strays that were never claimed. And the struggle I had was getting them homes, getting them medical care, all that stuff,” she recalled. “I worked with no-kill shelters, which were many in Massachusetts, and I would have to hold on to the dog for a few weeks. And I thought, ‘we need a resource here in this community.’”

As it turned out, a neighbor had a plot of land he wasn’t using, and when Blancato approached him, saying she’d like to start a shelter, and asking if he would donate the land, he agreed. By that time, she had adopted another dog, Dusty, who had been abused.

Lindsay Doray says Second Chance not only rescues animals

Lindsay Doray says Second Chance not only rescues animals, many from other parts of the country, but also provides services that allow owners to keep their pets and not have to surrender them in the first place.

“He was the reason this became really important to me, because if I didn’t take him in, what would have happened to this dog? So that was the real kickoff for Second Chance.”

So, while raising three children — and, by that time, two stepchildren — she took that $400, raised whatever else she could, and built the adoption center that still sits on the property today.

“The original intention, when I founded the organization, was that it was for helping homeless pets, but we quickly realized that a lot of animals were being surrendered simply because the people did not have the means to afford veterinary care — something catastrophic happened in their life or to the pet.”

The shelter was offering spay/neuter services and vaccines in the early years, but Blancato realized she could do more to keep pets and families together through expanded veterinary care. The first hospital was built in neighboring North Brookfield in 2010 and expanded to full-service care in 2013, and the other three hospitals followed, giving Second Chance a broad footprint across Central and Western Mass.

“We had to strategically place hospitals because not everybody could get to North Brookfield,” she explained. “We do about 1,500 to 1,700 adoptions a year, but the rest is veterinary — spay/neuter, vaccine clinics, all of our other programs and services.”

Those services also include:

• The Helping Hands outreach, which assisted 76 rescue sites, shelters, and municipal facilities in 2022, providing low-cost spay/neuter and vet care, while accepting homeless pets from other facilities;

• Project Good Dog, which matches behaviorally needy dogs with inmates in pre-release programs at local correctional institutions, providing 24/7 care and training for the dogs while teaching handlers patience, compassion, and responsibility;

• A pet-food pantry that served more than 7,600 pets in 2022, distributing dog and cat food to 25 local human food pantries — again, helping financially struggling families keep their pets;

• Mobile adoption, education, and vet-care events; and much more.

The low-cost veterinary care provided at the hospitals makes a huge difference, longtime Development Manager Lindsay Doray said.

Rescue program brings mobile vet services

Second Chance’s Homebound to the Rescue program brings mobile vet services to seniors where they live.

“Prior to the services that we offer, people weren’t taking their pets to the vets yearly because they couldn’t afford to,” she noted. “Maybe they did the bare minimum and got the rabies vaccine, and that’s it. But when the animal became sick, either they would end up having to surrender the animal, or the animal would go without care.”

Blancato agreed that preventive care is critical.

“If you don’t get regular maintenance on your car, at some point, it breaks down, and then it’s very expensive. The same thing happens with animals,” she said. “A lot of people never go to the vet because of fear of the cost and everything involved. And once we get people in and they see that, ‘oh, this isn’t so bad,’ they understand that bringing them in yearly makes it a lot easier, and they can maintain the health of their pet for a lot less money.”

Second Chance’s services cost more than what clients can pay, so the nonprofit relies heavily on grants, donations, corporate sponsorships, and a few fundraising events each year to make up the difference and keep growing.

Even for adoptions, Doray said, “what we receive in adoption fees only covers about 50% of what we’ve put into the animal medically.”

At the same time, Second Chance is not short-changing its medical team, Blancato said.

“We have the highest quality of staff, and we pay at or above market standards because we want to attract veterinarians to us,” she said, noting that the U.S. is currently dealing with a shortage of between 7,000 and 10,000 veterinarians. Second Chance currently employs nine vets, but needs at least four more to keep up with demand.

“There’s a misnomer out there that, if you work for a nonprofit, we pay far less. And that hasn’t been true for many, many years,” she added. “We have to attract the same talent as any veterinary hospital; I’m competing for the same talent they are. I want the top talent here because I want the best of the care for the animals.”

 

Lending a Paw

Doray has worked with these animals — and families — long enough to understand the importance of what Second Chance does.

“I’ve had people say to me, ‘if people can’t afford an animal, they shouldn’t have one.’ And I say, ‘well, what about your 80-year-old grandmother who loses her husband, and she’s obviously not in the workforce anymore. You think she should have to give up her 15-year-old cat because now that she doesn’t have a spouse, there’s less money in the household?’ They say, ‘well, no, you can help those people.’

“Then I’m like, ‘OK, what about the woman who lost her husband at 45, and they’ve got three kids? Should they also have to give up the family dog because the husband’s gone and the mom now has to go back to work and she’s got three kids to support?’ ‘Well, no, you can help them.’

“‘So, what about a wheelchair-bound person whose dog or cat is their sole daily companion, and they’re not able to get anywhere? Should they have to give one up because they can’t physically work because of whatever injury or disability they have?’ And then they’re like, ‘oh, now I get it.’

“These are real-world situations that happen to people,” Doray continued. “Nobody expects to lose your spouse, but it happens, and you shouldn’t have to lose something else that you care about. Sometimes it’s a very temporary situation where you lose your job, and a year later, you’re back on your feet, and you’re able to pay the full veterinary cost.”

And many Second Chance clients do, indeed, pay full cost.

“Even for them, our rates are still very competitive,” Doray said. “But they also love our vets, and they support our mission, and they know that, by coming to us, they’re helping to subsidize the cost for somebody else, for the 80-year-old woman who just lost her husband and doesn’t want to lose her cat.”

Second Chance operates mobile vaccine clinics across the region.

Second Chance operates mobile vaccine clinics across the region.

Second Chance pushed through the pandemic like all nonprofits did, but those years set back the cause of animal homelessness nationwide by bringing adoption and spay/neuter programs to a temporary standstill.

“In 2019, we were so excited because euthanasia in this country had dropped to a point that I figured, within two years, we would be at zero. Then COVID hit, and it basically flatlined everything for two years,” Blancato said. “Now, we’ve got two to five years to get to zero, when we were so close.

“It’s heartbreaking for all of us in animal welfare, and I know it’s been devastating in the South, because they got used to not having to euthanize for space, and now they’ve had to go back to it. That’s why we want to get as many animals up here as we can and get them homes, and be able to take more.”

Blancato doesn’t envision working more than 10 more years, and said the organization has been structured — with a strong, dedicated team in place — to continue thriving long after that.

And it should — “because the need isn’t going to ever go away,” she said. “There’s always going to be a need to take care of animals, there are always going to be animals that find themselves homeless, there are always going to be people who need veterinary care. So this is very gratifying. But I didn’t do it alone.”

Special Coverage Wealth Management

Whether to Do So Depends on Several Factors

By Barbara Trombley, MBA, CPA

Should you pay off your mortgage early? This is a common question that financial planners get, and the answer is not always what you may be thinking.

According to the Federal Reserve Bank of St. Louis, historic mortgage rates peaked in 1981 at a 30-year fixed rate of 18.63%. Throughout the 1980s, the 30-year fixed rate steadily declined to a lofty 10%+ in 1990.

According to historical data provided by the U.S. Department of Housing and Urban Development, the average price of a house sold in 1980 was $76,400. Using these numbers and an online mortgage calculator, a $60,000 mortgage payment in 1980 would be $935 per month. This would have been an extraordinary burden for the average family. Paying off a mortgage as soon as financially possible would have been an excellent financial move at that time.

Fast-forward to our reality in the last few years. Those who were lucky enough to buy before the Federal Reserve started increasing interest rates after the pandemic were able to lock in historically low mortgage rates. It was not unheard of to get a 30-year, fixed-rate mortgage under 3%.

Barbara Trombley

Barbara Trombley

“You may need more money than you think in the future due to healthcare costs, inflation, family needs, etc., and if it is tied up as equity in your house, it may be difficult to access.”

Even if you didn’t purchase your house in the last few years, if your credit was good, you would have been able to refinance to get these terms. The same $60,000 mortgage in 1980, calculated at 3% interest, would result in a monthly payment of $253 versus $935 at 18.63% — a huge financial difference.

Low-rate mortgages should be considered good debt. Why is it called good debt, and what is bad debt? I would consider good debt to be a mortgage, car loan, and some student loans. These types of loans may increase your future net worth or help you achieve your goals. Most people do not have hundreds of thousands of dollars in the bank to purchase a house, so a mortgage is a great tool to achieve home ownership. Purchasing a car can be imperative to get to a job for many people. A small loan, when necessary, would be considered good debt.

The same argument would hold for student loans. Of course, we do not want students to be burdened by debt. But for many conscientious students, loans are the only way to achieve their academic dreams and set them up for a financially stable future.

Bad debt can derail your financial goals with high-interest rates. The main source of bad debt that comes to mind would be credit cards, especially when used for discretionary purchases. Credit cards have notoriously high interest rates, and many people are not good at managing the debt. If you are paying off your charges in full each month, then the interest rate does not come in to play. Other sources of bad debt would be many personal loans and payday loans. Payday loans can be extraordinarily damaging, with interest rates as high as 30%. These types of loans prey on economically disadvantaged people who need cash before their actual payday.

 

Assessing Your Needs

So, should you pay off your mortgage early? My personal point of view is that, if mortgage debt increases your net worth over time, and you are investing your funds elsewhere, it is good debt to have.

Paying off a mortgage early, for many people, would result in becoming ‘asset rich’ and ‘cash poor.’ I like to use the phrase ‘living in a piggy bank’ to describe having your money tied up in a primary home. You may need more money than you think in the future due to healthcare costs, inflation, family needs, etc., and if it is tied up as equity in your house, it may be difficult to access.

Also, many homeowners mistakenly think it is best to leave a debt-free house to their kids. In my experience, most ‘kids’ do not want their parents’ home or cannot afford the upkeep. Upon their parents’ death, they will sell the house quickly and pay off any mortgage on the property and keep the remaining proceeds.

If you have spent the last 30 years diligently paying your monthly mortgage and it is fully paid, that is something to be proud of. If you have purchased a property in the last 15 or 20 years, think carefully and weigh the pros and cons with a financial advisor before making a hasty decision.

 

Barbara Trombley is a financial planner with Wilbraham-based Trombley Associates Investment and Retirement Planning. Securities offered through LPL Financial. Member FINRA/SIPC. Advisory services offered through Trombley Associates, a registered investment advisor and separate entity from LPL Financial. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal, or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own, separate from this educational material.