Business leaders have been challenged the past few years, more than ever before; first, having to adapt to the changing restrictions of the pandemic, which created an explosion in remote working. Now, every industry is addressing the labor shortage.
In this issue, we explore the leadership landscape.
Meet the new manager at Plymouth Municipal Airport, which, you may be surprised to learn, is the busiest, non-towered airport in the state.
Are leaders born or made? Marc Goldberg reflects on this in his Mentoring column, while several leaders who’ve experienced recent changes in their companies reflect on the qualities a leader should possess in our Cover story.
Many leaders we spoke with noted that the ability to adapt to change is a key quality of a great leader. Ron Gerace, CEO of Precision Design Engineering in Wareham, writes in “Last Word” about some exciting changes ahead in manufacturing and what this means for leaders in this industry.
Lastly, we encourage anyone dealing with labor shortages to sign up for Martha R.A. Fields’ “National Leadership Summit,” focusing on hiring. An impressive lineup of speakers from different industries (and the U.S. Army) will share their views and experience on Oct. 6. Don’t miss it!
Thanks, as always, for continuing to support Cape & Plymouth Business Media.
Where Have All The Workers Gone?
Since the Great Resignation began during the pandemic in 2020, businesses have been struggling to find workers, especially in the areas of food service, retail, and hospitality – areas that are crucial to the Cape Cod and Plymouth-area economies. Restaurants and other tourist-driven small businesses are practically begging for new employees to come on board, offering incentives that wouldn’t have even been on the table in the past.
The U.S. Chamber of Commerce reports that “transportation and the healthcare and social assistance sectors have maintained relatively low quit rates. The food sector, on the other hand, struggles to retain workers and has experienced consistently high quit rates. Meanwhile, in more stable, higher paying industries, the number of employees quitting has been lower.” The reasons vary. Some looked for better opportunities while others cited lack of access to childcare, the desire to start their own business, or to choose early retirement.
Here are some of the numbers.
47 million – The number of workers who quit their jobs in 2021, many of whom were in search of an improved work-life balance and flexibility, increased compensation, and a strong company culture.
120,000 – The number of U.S. businesses that temporarily closed during the height of the pandemic, forcing more than an astounding 30 million workers to become unemployed.
33 – The percentage of women who indicated that the need to be home and care for children or other family members has made the return to work difficult or impossible.
28 – The percentage of men who indicated that their industry was still suffering and not enough good jobs were available to return to work.
10.7 million – The number of open jobs in the United States as of July 2022 that need to be filled.
SOURCE: U.S. CHAMBER OF COMMERCE
Around the Region
Town of Barnstable
SOURCE: DATA.CENSUS.GOV, CENSUSREPORTER.ORG
Form of Government: Open Town Meeting
Total population: 44,497
American Indian or Alaska Native: 0%
Persons reporting two or more races: 5%
Hispanic or Latino: 5%
Total housing units: 26,666
Family households: 19,060
Average household size: 2.3
Median household income: $77,227
Per capita income: $45,340
Mean travel time to work: 23.7 minutes
Educational Attainment (age 25+):
High school graduate: 94.1%
Some college, no degree: 29%
Bachelor’s degree: 40.9%
Graduate or professional degree: 19%
Airport Event To Honor Military
Cape Cod Gateway Airport is presenting a family day to honor America’s military past and present Saturday, Sept. 24, from 11 a.m. to 4 p.m. at the airport, 480 Barnstable Road, Hyannis.
Part of the airport’s continuing Community Event Series, “A Great Day at the Gateway: Celebrating America on Cape Cod,” will open with a Posting of the Colors by various local military color guards. Patriotic music, aircraft displays, flights for youth via the Experimental Aircraft Association’s Young Eagles Program and opportunities to get up close and personal with local first responders and their variety of response vehicles will be offered, as well as food.
Raffle proceeds will benefit Massachusetts Fallen Heroes, in honor of Nicholas G. Xiarhos Memorial Foundation.
More event details can be found at GreatDayAtTheGateway.com
Lee Boisvert, Owner, Riverview Bait & Tackle
Riverview Bait & Tackle
273 Route 28, South Yarmouth
What is the background of your business?
We’re celebrating our 50th year this summer! In 1972 it was a family decision to purchase Merry Mill Marina, a tackle shop/boat rental at what is now Town Park in West Dennis. We were a family that fished and boated and at that time my father was retiring so we were looking to start a family business. We moved to our current location in 1992. Seasonally, we employ eight and off season four. Summertime there are lots of tourists with young families who want to learn to fish.
What is unique about your business?
We are a complete year-round tackle shop with hunting and archery, servicing both recreational and commercial fisherman.
What are some of the business’s greatest challenges?
Inventory and knowledge to compete with the internet, keeping abreast of local knowledge and the ongoing changes that occur. My day starts between 4 to 5 a.m. and ends between 6 and 7 p.m.
What do you like best about your job?
When children come in the store and see the eel tank, shiner tank and worms and get very excited about fishing.
Where do you fish when you have a day off?
I like to fish saltwater in Nantucket Sound. I fish mostly for sea bass, fluke and striper. There’s never enough time to go out, I only take one day off a week, sometimes none at all, and then one needs to factor in the weather and winds, so definitely not enough time.
What’s your favorite fishing spot?
A fisherman never reveals his exact fishing spot.
Do you have an out-of-the-ordinary job or business? Email email@example.com to be considered for this monthly feature.
Kirksey Appointed The Coop’s Marstons Mills Branch Manager
The Cooperative Bank of Cape Cod has appointed Gina Kirksey to the position of Assistant Vice President, Marstons Mills Branch Manager – Small Business Specialist.
Kirksey, of Yarmouth, is an accomplished financial services professional with more than 25 years of banking and retail management experience. She joins The Coop from Santander Bank, where she served as a branch manager at its Hyannis location. Kirksey has also held various management positions at Bank of America.
In her new role at The Coop, Kirksey will organize and guide the team to ensure delivery of unique, personal and exceptional service to clients and develop strong relationships with local community and nonprofit organizations.
Nichole MacKerron, Marstons Mills branch manager since 2018, will be shifting into a dynamic new role focused on advancing The Coop’s service delivery to clients through a shared collaboration between retail banking and its Customer Assistance Center.
Cover Material Sales Sold To LBS of Iowa
Cover Material Sales Inc. of Hyannis has been sold to LBS, an Iowa manufacturer and distributor of materials for the production of books and luxury packaging, effective July 18.
After 44 years at the helm of Cover Material Sales Inc. John G Doherty Jr. is retiring. He believes that LBS will provide the same level of service his customers have come to expect.
“We are excited to blend the outstanding 40-plus year history of successful sales and customer service provided by Cover Material Sales, Inc. into our existing business,” said Rob Mauritz, president and CEO of LBS. “In today’s strong book market, a supplier with a strengthened portfolio of products can only mean good things to the industry as a whole.”
“The synergies of these two companies makes for what should be a very smooth transition, which is important for customers of both CMS and LBS,” added Joe Dunham, Senior Vice President, LBS Sales.
The sale was facilitated by Craig Campbell of Commercial Realty Advisors in Hyannis.
TD Bank Announces Regional Appointments
News From The Peabody Companies
Christina Rahn of West Warwick, R.I., received the Accredited Residential Manager ® credential through the Boston Chapter of the Institute of Real Estate Management. Rahn, who joined the Peabody Companies in August 2019, is a multi-site manager.
Waterworks Service Manager Phillip Russell of Walpole has obtained his OSHA 10 certification.
Kaeleen Price of Boston received her Certified Credit Compliance Professional (C3P) designation. Price, who joined the Peabody Companies in January, is a portfolio operations analyst.
Katrina Pavetto of Salem has been named vice president of compliance at The Peabody Companies.
Cape Cod 5 Awarded LEED Gold Certification
Cape Cod 5 has been awarded Leadership in Energy and Environmental Design (LEED) Gold certification for its headquarters, “HQ5.”
LEED standards were developed by the U.S. Green Building Council and are an internationally recognized rating system for green building design, construction and operations.
Cape Cod 5 worked with Dellbrook | JKS and Brown Lindquist Fenuccio & Raber Architects (now Catalyst Architecture & Interiors) on the project, which reflected the bank’s commitment to environmental stewardship and utilized innovative green solutions in an effort to create a healthier workplace for employees. The 80,000-square-foot building was designed to maximize natural light and utilized smart glass technology and solar panels for maximum energy efficiency. The bank also installed electric vehicle
charging stations and HQ5’s landscaping was designed to minimize outdoor water use and provide naturalized areas for wildlife habitat and biodiversity.
To read more about HQ5 go to capecodfive.com/HQ5
The Coop Taps Sherwood
The Cooperative Bank of Cape Cod has appointed Jonathan Sherwood as First Vice President, Commercial Relationship Manager to serve its growing roster of business clients throughout the region.
Sherwood, a Plymouth resident, is an accomplished finance professional who joins The Coop from Citizens Bank, where he served as a commercial lending specialist. He has also held senior-level business banking relationship roles at Bank of America and Santander Bank.
Cape Cod 5 Announces Leadership Changes
Cape Cod 5 ushered in a new chapter at its annual meeting May 18 with the swearing in of Matthew Burke as Cape Cod 5’s new CEO and Robert Talerman as its president.
During the formal governance meeting of the Board of Corporators, the following new Corporators were elected: Lisa C. Guyon, Eileen Leary, Richard J. Leonard, Paulo Vitor new Trustees/Directors were elected to the Board: Matthew S. Burke, Robert A. Talerman, Jane M. Coderre, Darren J. Donovan, Melissa D. Philbrick, Tammy A. Saben and Denise M. Toomey.
During the formal governance meeting of the Board of Corporators, the following new Corporators were elected: Lisa C. Guyon, Eileen Leary, Richard J. Leonard, Paulo Vitor P. Paraguay, Diana C. Pisciotta, Melanie M. Rabeni and David T. Robinson. In addition, new Trustees/Directors were elected to the Board: Matthew S. Burke, Robert A. Talerman, Jane M. Coderre, Darren J. Donovan, Melissa D. Philbrick, Tammy A. Saben and Denise M. Toomey.
Davenport Companies Recognized For ‘Superior’ Safety Measures Record
The Davenport Companies were recently recognized by Churchill Casualty Ltd. for having a superior record in managing safety measures and risk control across their various business lines.
Based in South Yarmouth, The Davenport Companies is a family-based collection of companies which include commercial and residential real estate sales and leasing, commercial and residential construction, senior living, golf, investments, charitable giving and a variety of service businesses, located across several states.
Companies owned and operated by The Davenport Companies include Davenport Realty, Davenport Building Company, Thirwood Place, Blue Rock Golf Course, All-Cape Self Storage, Cape Cod Fence Co., Apartment Finders, Seaside Le Mans and Kingsbury Aviation.
SV Design Wins Award
SV Design was recently awarded the Chatham Preservation Award for its historic renovation and design work in simultaneously preserving and modernizing the historic Captain John Hammond Jr. House in the Old Village of Chatham on Main Street.
The iconic summer bungalow was built in 1904 by Hammond and his wife, Della. In 2019, the 1,800-square-foot home and abutting 230 square-foot cottage were purchased by a couple with the intent to preserve its unique historic character and architecture while updating aesthetics, energy efficiency, and the stability of the property.
SV Design has offices in Chatham and Beverly.
Ray Joins MV Bank
MMartha’s Vineyard Bank announced that Jennifer Ray has joined the organization as the Community Engagement Director. Ray will oversee the operations of the Martha’s Vineyard Bank Charitable Foundation as well as community engagement for Martha’s Vineyard Bank.
Ray brings non-profit and foundation management experience to her role, serving in both management and program related roles at Martha’s Vineyard Community Services, Ray is a graduate of Mount Holyoke College. She is a longtime Island resident who lives in Vineyard Haven.
Mashpee Chamber Names Four New Board Members
The Mashpee Chamber of Commerce’s Board of Directors approved four new board members at its Annual Meeting and Cocktail Party held May 18. The new members are Vanessa Peters, executive director of Laurentide at Mashpee Commons; Jonathan Fryer of Cape & Island Distillers; Robert Maffei of The Maffei Companies and Jonathan Thompson of JTs Chronicles.
A new slate of executive board members were also voted into new roles, including President Lorraine Saviano of Eastern Bank, Vice President Robbin Orbison of CapeSpace, Treasurer Brian Lewis of New Seabury Properties and Secretary Corinne Wickel of eXp Realty.
Galanek Named Manager Of Ryan’s in South Yarmouth
Ryan’s announced the appointment of Kristi Galanek as Manager of the South Yarmouth location. Galanek takes over from Peter Campbell, who will resume the role of Manager of Bowling Operations for all of Ryan’s centers.
Galanek comes to the role with a corporate background in sales, marketing and communications. She spent seven years as the Director of Marketing with Homes for Our Troops, a non-profit organization that builds adaptive homes for injured veterans. Her strong passion for veterans moved her to create a veteran’s charity bowling tournament at Ryan’s held around Veteran’s Day. Last year the event raised $6,000 for the Massachusetts Military Support Foundation.
Galanek, who was raised in Marshfield and received her bachelor’s degree in Communications from Boston University, is a longtime resident of Sandwich.
BayCoast Bank Promotes Fernandes
BayCoast Bank has promoted Kevin E. Fernandes to Assistant Vice President, Senior Credit Analyst.
In this role, he is responsible for analyzing and assessing risks associated with new and existing commercial loan requests, in addition to performing vendor financial analysis.
Fernandes, of Somerset, joined BayCoast Bank in 2000 as a Loan Servicer and has been promoted numerous times throughout his 22 years with the bank. Prior to his most recent promotion, he held the title of Credit Specialist II Officer.
Kinlin Grover Compass Awards Tanco
Chairman’s Guild Elite Award
Kinlin Grover Compass has awarded top-producing sales associate Sandra Tanco with the 2021 Chairman’s Guild Elite Award for the third consecutive year. This award recognizes sales associates with over $50,000,000 in sales volume or 60 or more transactions a year.
Specializing in waterfront and other luxury properties on Cape Cod, Tanco has approached nearly $1 billion in career sales. In addition, Kinlin Grover has recognized her as a Top Producer since 1985, and she received the Chairman’s Guild Award for over $15,000,00 in sales volume from 2010-2019.
Tanco has been recognized nationally in Real Trends’ America’s Best Real Estate Agents (2011 to 2019) and Top 100 Real Estate Agents Nationwide (2009). She is a Member of National Association of Realtors®, Member, Massachusetts Association of Realtors®, Member, Cape & Islands Association of Realtors®, Member, MLS Pin Property Information Network, Inc.
Kinlin Grover Compass operates offices in Barnstable, Bourne, Brewster, Centerville, Chatham, Dartmouth, Falmouth, Harwich Port, Mashpee, Onset, Orleans, Osterville, Plymouth, Provincetown, Sandwich, Truro, Wellfleet, and Yarmouth.
Peak Physical Therapy & Sports Performance has announced that Eliza Nussdorfer of Somerville has joined the professional staff at their Quincy location.
A native of Hingham, Nussdorfer earned a bachelor of arts degree in political science from Bates College and then worked as a paralegal in Boston for several years before deciding on a career in healthcare. She earned a doctorate in Physical Therapy from Boston University in 2021.
Claudia Estrada has been named Office Manager of Peak’s newly opened Cohasset clinic.
A resident of Weymouth, Estrada earned her bachelor’s degree in Healthcare Management from Southern New Hampshire University. She is fluent in Spanish and Portuguese.
CCIAOR Announces 2022 Award Winners
Each year, the Cape Cod and Islands Association of Realtors® recognizes members who go above and beyond to serve their clients and the community with the annual association awards. These awards spotlight Realtors® who are leaders not only in the real estate industry and in the association, but those who make a difference in their communities as well.
The winners are: Katie Clancy of Dennis, CCIAOR Realtor® of the Year; Cindy Lee Caldwell of Hyannis, Charles F. Lockhart Lifetime Achievement Award; Jac Augat and Pam Roberts, Good Neighbor Awards; and Starkweather & Shepley Insurance, 2022 CCIAOR Affiliate of the Year.
Encore Construction Wins Two Awards The Professional Remodeling Organization New England (PRO New England) recently awarded Encore Construction of Dennisport two 2022 Silver PRO Awards at PRO New England’s annual gala held June 1.Encore won awards in the category of Residential Addition Remodel under $200,000 for a project completed in Brewster and in the category of Entire House Condo for a project completed in West Harwich.
For more information about Encore Construction, visit www.encoreco.com
The Coop Announces New Focus Areas For Philanthropy
Responding to the current needs in the community, The Cooperative Bank of Cape Cod has announced two focus areas for its charitable giving during Fiscal Year 2023: Housing Initiatives and Solutions, and Social Justice and Racial Equity.“For more than a century The Coop has provided philanthropic support to help nonprofit organizations address evolving challenges facing our neighbors and the communities we serve,” said Lisa Oliver, Chair, President and CEO, The Cooperative Bank of Cape Cod. “A healthy economy, robust workforce and vibrant communities cannot be sustained on Cape Cod until we solve our housing crisis and create a welcoming environment for all who want to live here. I’m proud that The Coop will focus its charitable giving this year on organizations dedicated to housing solutions and social justice issues.”
Since the start of its fiscal year in April, The Coop has disbursed nearly $100,000, which includes more than $50,000 to organizations focused on these critical challenges. While The Coop has committed to earmarking a large portion of its annual funds towards the two focus areas, it will continue to renew many annual sponsorships to organizations working outside the focus areas.
Mass General Brigham Joins South Shore Chamber’s Partnership Circle The South Shore Chamber of Commerce has welcomed Mass General Brigham as a “Pacesetter” in its Partnership Circle.The region’s largest business organization, the South Shore Chamber is committed to making a positive impact on the business community by advocating for a fair and stable business environment and helping existing and future businesses and their workforce, thrive and grow. They rely on strong private sector leadership reflected in their Partnership Circle, which includes more than 50 other leading businesses.
To become a partner, visit www.southshorechamber.org or call 781-421-3900.
BayCoast Bank Promotes Abat
BayCoast Bank has promoted Jordan Abat of Fall River to Business Development and Government Banking Officer.
In this role, he is responsible for developing and maintaining new deposit, loan, and municipal relationships for commercial and municipal customers. He will also provide cash management solutions to the bank’s commercial and municipal customer base.
Abat joined BayCoast Bank in 2011 as a part-time Customer Service Associate and has been promoted numerous times throughout his 11 years with the bank. Prior to his most recent promotion, he held the title of Ecommerce and Fintech Administrator.
Peabody Companies Promote Demello
The Peabody Companies announced that David Demello of New Bedford has been promoted to facilities manager.
In this role, his responsibilities include training and mentoring on-site maintenance superintendents and technical personnel, providing advice and support to the director of portfolio operations and senior managers in the area of vendor contracting and management, in addition to other maintenance and repair duties.
Demello joined the Peabody Companies in October 2000.
Cape Cod 5 Announces $50,000 Gift
To Cape Climate Change Collaborative
Cape Cod 5 has made a $50,000 donation to the Cape Cod Climate Change Collaborative in honor of Dorothy A. Savarese’s 17 years as Cape Cod 5 CEO and her dedication to environmental stewardship. “With the full support of the Board, Cape Cod 5 is proud to recognize Dorothy’s tenure as CEO and her lasting impact on the bank, our customers and our communities with this donation to the Cape Cod Climate Change Collaborative, an organization close to her heart,” said Matt Burke, Chief Executive Officer at Cape Cod 5. “Dorothy has dedicated herself to working collaboratively with community members across the region to find real solutions to combat climate change. She led the bank’s efforts to establish environmental stewardship as a top priority, which we have built into our own practices as a responsible business, and has advanced our ability to support the green efforts of our customers, communities and employees.”
Savarese has been an active member of the Cape Cod Climate Change Collaborative for several years and, earlier this year, was named president of its board of directors. In her role, she continues to call upon her experience with local climate action to help lead the Collaborative in mitigating and adapting to the climate crisis and helping the region avoid its potentially devastating impacts.
The Coop Announces Executive Promotions
The Cooperative Bank of Cape Cod has announced the promotion of 13 employees in recognition of individual performance and successes within the organization. Promotions recently approved by the bank’s board of directors include:
- Lee Ann Hesse, Senior Vice President, Chief Engagement Officer, was promoted to Executive Vice President.
- Mark Linehan, Senior Vice President, Chief Financial Officer and Treasurer, was promoted to Executive Vice President.
- Christina Bologna, Assistant Vice President, Community Relations Officer, was promoted to Vice President.
- Chris Cataldo, Assistant Vice President, Branch Manager-Small Business Specialist, was promoted to Vice President.
- Charlotte Green, Assistant Vice President, Residential Mortgage Sales Manager, was promoted to Vice President.
- Patrick Shanley, Assistant Vice President, Assistant Controller, was promoted to Vice President.
- Margaret Beck, Senior Credit Analyst, was promoted to Assistant Vice President.
- Lauren Connolly, Recruitment and Human Resources Specialist, was promoted to Assistant Vice President.
- Christine Parent, Portfolio Manager, was promoted to Assistant Vice President.
- Kirsten Wickson, Customer Relationship Management (CRM) Officer, was promoted to Assistant Vice President.
- Matt Berry, Residential Mortgage Loan Officer, was promoted to Vice President.
- Lisa Cusolito, Government Banking Assistant, was promoted to Officer.
- Liz Griswold, Compliance and Risk Analyst, was promoted to Officer.
Chatham Properties Group Joins
Christie’s International Real Estate Network
Chatham Properties Group of Chatham has joined Christie’s International Real Estate as the exclusive affiliate for the Outer Cape and Nantucket Island for the global luxury real estate network.In connection with the move, Chatham Properties Group is changing its name to Christie’s International Real Estate Atlantic Brokerage.
Established in 2008 by Doug and Tracy Grattan, Christie’s International Real Estate Atlantic Brokerage has 20 agents in its flagship Chatham office. This week, the firm also opened a second office in Provincetown and is scouting locations for a third office on Nantucket to open later this year.
Christie’s International Real Estate Atlantic Brokerage serves the entire Outer Cape, including the towns of Chatham, Harwich, Brewster, Orleans, Eastham, Wellfleet, Truro and Provincetown as well as Nantucket.
Thad Wong, co-CEO of Christie’s International Real Estate, says the addition of Christie’s International Real Estate Atlantic Brokerage gives the brand a vital foothold in the booming Outer Cape and Nantucket Island residential markets. It also adds another layer of service for the many clients of Christie’s auction house who own property in the area.
Tomasi Adds New Division Tomasi Landscape & Design and A.J. Tomasi Nurseries have announced the creation of a new division, Tomasi Lawn, Tree & Shrub Care, featuring fertilization, weed and pest control services, which will include mosquito and tick spraying.The new division is headed by Jim Reynolds, a licensed lawn chemical and pesticide applicator.
Tomasi is located at 99 Oak St. in Pembroke. Family owned and operated, Tomasi currently employs more than 45 people in their greenhouses, garden center and Landscape Design, Build and Maintenance divisions.
Precision Design Engineering Corporation Reports 20 Percent Growth Precision Design Engineering Corporation, a technology-enabled computer numerical control manufacturing facility in Wareham, which provides manufacturing services for industries including the military, marine and medical industries, has posted over 20 percent growth for their latest year.
Ron Gerace, CEO, founded the company in 2019 as he acquired and merged two longtime successful engineering firms under the PDE umbrella: Design Engineering Associates (Massachusetts) and Fitzwater Engineering (Rhode Island). The company experienced at least 20 percent growth each year since its inception including years impacted by COVID slowdowns.
The Wareham firm is a specialty manufacturing facility and their work stretches from making panels for B2 bombers, undersea autonomous vehicle components mapping the ocean floor at depths of up to 10,000 meters, rope-less lobster traps, signal cannons, to medical syringes, and many other applications. From their facility they can prototype various product designs and manufacture short to medium run products. PDE’s material expertise includes stainless steel, aluminum, advanced bronze alloys and various high-performance plastics assuring a strong alignment of end use, material selection and manufacturing. Most of what PDE manufactures requires computer-aided design and manufacturing along with science-based material expertise.
PDE will soon add another element to their unique status in manufacturing by acquiring
state of the art equipment such as the HAAS VF2SS with “robotic” handling.
Cape Cod 5 Welcomes Jansen, Walsh As Mortgage Loan Officers
Cape Cod 5 has named Kellie Jansen and Brian Walsh as mortgage loan officers. Jansen brings more than 20 years and Walsh has more than 15 years of experience in the mortgage industry.
Prior to joining Cape Cod 5, Jansen worked as a loan officer for several local mortgage companies. Outside of her professional work, Kellie is a board member for Trevor Village at Ocean Edge Resort in Brewster and has also volunteered as a youth soccer coach. She attended Cape Cod Community College and Bridgewater State University.
Walsh previously served as senior loan officer and loan consultant for local mortgage companies. He earned a bachelor of arts degree from Bates College.
Mugford Named Chief Risk Officer For Rockland Trust
Rockland Trust Company has appointed Dawn A. Mugford as Chief Risk Officer (CRO) of both Rockland Trust and its bank holding company parent Independent Bank Corp. Mugford has assumed the CRO role from Edward H. Seksay as part of customary succession planning. Seksay will continue to serve as General Counsel of Rockland Trust and Independent Bank Corp. and as president and board chair of Rockland Trust’s affiliated charitable foundations.
Mugford brings more than two decades of expertise in risk management, audit, and quality assurance gained through senior leadership roles within the financial services and insurance industries. Dawn will serve on the bank’s executive leadership team reporting to Chris Oddleifson, Chief Executive Officer.
As CRO, Mugford will be responsible for the enterprise-wide monitoring, controls, measurement, and reporting of all major risk types as well as expanding on the bank’s existing Enterprise Risk Management infrastructure to help the organization continue to maintain colleague, customer, community, and shareholder confidence.
Before joining Rockland Trust, Mugford was Senior Vice President and Director of Operational Risk Management, Corporate Security and Investigations at Eastern Bank for nearly four years. Prior to that, she worked at UNUM Insurance as the Director of Policies, Procedures and Quality Review. Previously, Mugford served as SVP and Director of Credit Risk Management for TD Bank after working with TD Bank’s parent company, TD Bank Group, in Canada for more than 18 years in the areas of risk, audit, credit, portfolio review, and finance as well as assisting with the due diligence of US acquisitions.
E.J. Jaxtimer Fishing Tournament Raises 162K
E.J. Jaxtimer Builder’s second annual Little Big Fishing Tournament raised over $162,000 for Big Brothers Big Sisters of Cape Cod and the Islands on June 23.
The Little Big Fishing Tournament brought together 40 fishing boats, over 190 anglers, and many spectators. The day started off with perfect weather and ended with dinner provided by Baxter’s Fish ‘N Chips, an awards ceremony that included raffle prizes, and live auction, followed by awards and medals given to the adult and junior anglers who caught the heaviest striped bass and bluefish.
To learn more about The Little Big Fishing Tournament, visit
Rockland Trust’s Charitable Foundations Award Grants
Rockland Trust’s affiliated charitable foundations (Rockland Trust Charitable Foundation, Inc.;
Rockland Trust-Blue Hills Bank Charitable Foundation, and Rockland Trust-East Boston
Savings Bank Charitable Foundation, Inc.) announced that they have provided $460,000 in
grants to 54 local area nonprofit organizations in the second quarter.The Cape and Plymouth area organizations and their projects include:
- Cape Arts & Entertainment Inc.; Cape Symphony’s Link Up Program for Grades 3-5;
- Falmouth Housing Trust Inc.; Lewis Neck Road Project;
- Crossroads for Kids Inc., Duxbury, C5 Postsecondary Success Initiative;
- Farm and Community Collaborative Inc., Lakeville; Farm to Food Bank;
- School on Wheels of Massachusetts Inc., East Bridgewater; Pathways to Success.
SEA Plans To Expand Campus
Sea Education Association has entered into an agreement to purchase Gosnold Inc.’s property
at 165 Woods Hole Road in Falmouth.The 2.37-acre property abuts the SEA campus and is also adjacent to Woodwell Climate
Research Center. The property is home to the Stephen Miller House, a large home built in the early 1900s, as well as a stone caretaker’s cottage, and other outbuildings. The acquisition will increase the size of SEA’s Woods Hole campus to just over 7 acres.
“As we enter our next 50 years of providing experiential ocean education, we’re thrilled to be able to expand our shore-based campus, provide more student housing, and better fulfill our mission to explore, study, and steward our marine and maritime environments,” said SEA President Peg Brandon. “In addition to providing space to increase our high school, gap year, undergraduate and adult programming, the expanded facilities will improve SEA’s ability to meet another important challenge. There is a local and national need for more seagoing marine and scientific crew. Until now we’ve been space-limited in our ability to provide workforce development to meet this demand.”
SEA has educated students about the world’s oceans through its Boston University-accredited study abroad program. More information at www.sea.edu
McDonald Named ASAP Progams Director At Old Colony Elder Services
Old Colony Elder Services, the non-profit agency serving older adults and individuals with
disabilities throughout Plymouth County and surrounding towns, has appointed Jodie McDonald
of Whitman as Aging Services Access Point (ASAP) Programs Director.
In her new role, McDonald will oversee management of Home Care, Information and Referral,
and Nursing departments. This includes assisting with procedural and policy implementation along with changes for departments based on EOEA contracts and regulations and collaborating with department management to ensure the efficiency and effectiveness of service delivery. She will also facilitate training and assist with quality assurance and compliance.
Previously, McDonald served as an Adult Family Care Manager at Cardinal Cushing Centers in
Pembroke where she conducted home visits with developmentally disabled individuals and their
caregivers. For two years prior to that, McDonald was the Assistant Director of Home Care and
Medicare at South Shore Elder Services in Braintree.
McDonald received a bachelor of arts in Psychology from Framingham State University and a Master of Public Administration from Bridgewater State University.
Horsley, Pometti Honored By Barnstable Land TrustBarnstable Land Trust (BLT) honored two Cotuit residents for their environmental leadership at the organization’s Annual Meeting on July 12 at the Osterville Village Library.
Scott Horsley was given the Founders Award in recognition of his decades of passion, leadership and commitment to local and regional environmental protection efforts. Horsley’s early work in Barnstable County’s Health Department and the Cape Cod Planning and Economic Development Commission (now the Cape Cod Commission), provided him experience in the emerging fields of water quality planning, wastewater management and coastal water quality. Co-founding Horsley and Witten in 1988 and continuing to work independently after his retirement, Horsley has spent a lifetime guiding communities in their quest to protect public health and quality of life by focusing on land use planning that also protects local environments.
Peter Pometti received the President’s Award in honor of his work on two buildings, including
the BLT Conservation Center and the new barn at BLT’s Fuller Farm property in Marston Mills. Pomett designed and renovated BLT’s office into a welcoming building for volunteers and staff while also accommodating meetings and workshops. He is also managing the construction of a new post-and-beam barn at Fuller Farm, which will store land stewardship equipment and provide important educational workspace. The project is expected to be completed in fall 2022.
Barnstable Land Trust is a community-supported, nonprofit organization dedicated to preserving open space and natural resources in the Town of Barnstable and nearby areas. BLT has protected 1,100 acres in the Town of Barnstable and supported the town in conserving over 11,000 more.
For more information, visit http://www.BLT.org
Plimoth Patuxet Museums Names Lopes
Plimoth Patuxet Museums has hired Brad Lopes as Director of Algonquian Exhibits and Interpretation.
Lopes will lead the further development of the museum’s well-established Indigenous
programs, exhibits and interpretation of the region’s Indigenous homeland, history and
culture. A member of the Aquinnah Wampanoag Tribe, Lopes brings to the museum a successful track record of teaching experience and museum program development, and in leading multi-disciplinary approaches to Indigenous studies, history, historiography, geography, and civics.
Prior to joining Plimoth Patuxet, Lopes was most recently on the faculty of Wiscasset Middle High School, in Wiscasset, Maine. He has also served as a consultant on grants at Plimoth Patuxet Museums. Lopes holds a bachelor’s degree in Secondary Education: Social Studies from University of Maine.
Yarmouth Rotary Club Installs New Board, Officers, President
The Rotary Club of Yarmouth recently installed its new Board of Directors, Officers and President at its annual meeting at The Loft Restaurant in South Yarmouth.Roby Whitehouse, Assistant Public Works Director for the Town of Yarmouth, was installed as president. Several awards were presented to Rotarians in recognition of their volunteer efforts:
- Rotarian of the Year – The Rotarian of the Year award was presented to Ken Knell for spearheading the Adopt An Island program, where the island at Bakers Square in West Yarmouth and gardens at town hall are maintained.
- Service Above Self – This award was presented to Jill Albright for her work in Youth Exchange, and chairing many committees within the club.
- President’s Award – Presented to Barbara Adams for her work in spearheading
fundraising efforts that benefitted children in need in the community. Her committee has raised in excess of $20,000 in the past year.
- Perfect Attendance Awards – Honored were John Herr, 54 years; Jimmy Walker, 33 years; Curt Sears, 15 years; Steve Albright, 14 years; Jill Albright, eight years and Rufus Jones, two years.
Officers and directors sworn in during the installation ceremony were:
- President-Elect – Jill Albright
- Vice President – James Seymour
- Secretary – Mary Lenihan
- Treasurer – Stephen Albright
- Community Service Director – Paul Chatelain
- International Service Director – Jacqueline Carnevali
- Vocational Service Director – Hollie Handrahan
- Club Administration Director – Rufus Jones
- Public Image Director – John Cooke
- New Generations Director – Louis Preziosi
- Sergeant at Arms – Tomas Tolentino
- Past President – John Gilligan
Boys & Girls Club Of Marshfield Names New Membership Director
Patty Cummings, a resident of South Weymouth, has been named Membership Director at the
Boys & Girls Club of Marshfield.
Cummings has more than 20 years of experience working with nonprofits on the South Shore.
Previous to the Boys & Girls Club of Marshfield, Cummings was the Educational Administrator at Cardinal Cushing Centers in Hanover. For 14 years prior to that, she held several roles at the South Shore YMCA, as Branding Coordinator and Communications and Marketing Director, prior to becoming the Business Manager for one of their learning centers.
Cummings’ primary goal at the Boys & Girls Club of Marshfield is to make every experience the best it can be. In her role as Membership Director, she will also be responsible for overseeing marketing and social media.
A graduate of Weymouth South High School, Cummings studied Journalism at Stonehill College
in Easton. She completed additional training in leadership and marketing during her employment at the South Shore YMCA.
The Cape Symphony has named six new members to its board of trustees for the 2022/23 year.The new members are: Sherley-Ann Belleus, South Dennis; Maria Campbell, Carver; Amanda Davis, Chatham; Arthur Massaro, Cotuit; Nancy Strickland, West Falmouth
and Jean Sutherland, Falmouth.Anthony Panebianco of Yarmouth Port is now board chair. Dennis resident Jayne Mullen-Sampson serves as vice chair. Steven Heslinga of Centerville remains treasurer and Teresa Egan of Cotuit is secretary of the 25-member board.
Somerville to Chair NeighborWorks Board of Directors
NeighborWorks ® Housing Solutions (NHS; www.nhsmass.org), the leading housing service provider in southern Massachusetts, has announced that Beverly Somerville, vice president and Community Reinvestment Act (CRA) officer of Dedham Savings, as the new chair of the board of directors. The election took place at the June board meeting and the appointment was made official as of July 1.
In this capacity, Somerville will lead the organization as NHS continues a path of significant growth with sound, ethical, dedicated governance and solid financial management policies. The NeighborWorks Housing Solutions Board is made up of
individuals who live or work within southern Massachusetts communities and have both
a passion for the NHS mission and the experience needed to effectively guide its work.
Somerville has been a member of the NHS board since 2013. Since joining the board,
the agency has experienced tremendous growth, which in part, was due to the
contributions and leadership demonstrated by the board including Somerville, according
to Robert Corley, CEO of NeighborWorks Housing Solutions.
The Arc of the South Shore Announces Parrilla As New CEO
The Arc of the South Shore, a family-oriented, community-based nonprofit providing information, referrals and community programs for individuals with disabilities, has named Abigail “Abby” Parrilla of Weymouth chief executive officer.
Parrilla has been an executive member of The Arc of the South Shore team since 2017 as chief operations officer, coming to the agency with a strong background that included: in-patient social services at Boston’s Children’s Hospital, business development and management for PepsiCo, as well as executive leadership for the Massachusetts Aging Services Access Points and management consulting and operations for Beth Israel Deaconess Medical Center. She is also a trained mediator and has served as a motivational speaker.
Parrilla earned her undergraduate degree in English, and a master’s in both business administration and human resources management. She is bi-lingual (English and Spanish) and since 2019 has been a member of the Leadership South Shore Steering
The Cape Cod Foundation recently awarded a total of $248,100 in grants to 11 local nonprofits to support capacity building initiatives. The recipients from the second year of the Foundation’s Targeted Capacity Building Grant Program are: Amazing Grace of Cape Cod, Amplify POC Cape Cod, Belonging to Each Other, Cape Cod Chamber Orchestra, Community Connections, Health Imperatives, Health Ministry, Helping Our Women, Hyannis Public Library, Lower Cape Cod Community Access Television and Sharing Kindness.These grants will support staff and volunteer training and expansion, technology upgrades and initiatives that increase access to services and create new revenue
Habitat Cape Cod Boosts Solar Program
Habitat for Humanity of Cape Cod has met and exceeded a $75,000 Matching Campaign that will fund Habitat’s Solar Program.
Habitat for Humanity supporters Ken Foreman, Anne Giblin and Bill Overholtz made the challenge in July 2022. Just a few short weeks later, Habitat matched and surpassed the original goal with a total of $242,404, using an email campaign to local volunteers and donors.
The money will help continue Habitat’s goal to increase alternative energy sources in the homes the non-profit constructs.
“Each home is situated on the lot to maximize the benefits of capturing solar energy. We
generally install anywhere from 5.4Kw (16 panels) to 7.9 Kw (24 panels) on our homes, depending upon the size of the house,” said Habitat Construction Director Bob Ryley. “The system is sized to allow the homeowner the potential for achieving Net Zero over the course of any given year. This means with moderate energy consumption our families may eliminate their utility bills, a milestone for families who typically are unable to access the benefits of solar energy.”
In the past 35 years, Habitat for Humanity of Cape Cod has developed more than 165
affordable homes on Cape Cod. Local families help build their own homes alongside volunteers,
purchase their home, and pay an affordable mortgage. Habitat homes are deed restricted to
remain affordable in perpetuity.
To learn more about or donate to Habitat Cape Cod, call 508-362-3559 or visit
Cape Cod 5 Announces Expansions Plans In Plymouth
Cape Cod 5 has announced plans to open two new locations in Plymouth as part of its continued expansion in Southeastern Massachusetts.
A flagship location with a full-service banking center will be built at the corner of Commerce Way and Plympton Road in West Plymouth, along with a new banking center located in a new development currently under construction at The Pinehills. Both locations are scheduled to open during the second half of 2023, subject to town and regulatory approval.
At each location, customers will have access to all of the financial services that Cape Cod 5 offers, including personal and business banking, residential and consumer lending, and wealth management, along with Cape Cod 5’s local team of professionals.
The Commerce Way location will include a newly-constructed, 5,100-square-foot facility that will feature a full-service banking center with drive-up, as well as offices for commercial and residential lenders and wealth management officers and additional functional space from which the bank will serve its customers and communities.
Cape Cod 5’s new banking center at The Pinehills will be a part of Rowen, a residential and retail development being constructed at the Village Green. The bank will move from its existing location at The Pinehills to this larger, upgraded space to better serve residents and the surrounding area. Also with an ATM at The Market, Cape Cod 5 has been a part of The Pinehills community since 2015 when it opened its first office there.
To view all Cape Cod 5 locations, visit www.capecodfive.com/personal/locations
Cape Cod Gateway Airport Prepares For $25M Improvement Project
The Cape Cod Gateway Airport in Hyannis will embark on a $25 million plan which will upgrade Runway 06-24 and replace the Engineered Materials Arresting System (EMAS).
The airport will begin work on the runway in March 2023 and the project is expected to be completed in October 2023.
Ninety-five percent of the funding is from the Federal Aviation Administration and Massachusetts Department of Transportation – Aeronautics Division and the airport will fund five percent of the project. Construction upgrades are expected to improve safety and usability at the airport facility for both passengers and airport personnel.
Over the past 31 years, airport personnel have maintained Runway 06-24 by performing crack sealing and needed maintenance. The runway is now in need of an upgrade. The FAA and MassDOT-Aeronautics have slated this runway for a full reconstruction which is expected to extend the design life of the pavement for another 20 to 30 years and improve safety and operational flows.
Reconstruction will include in-pavement and edge lighting, the regrading of turf safety areas and miscellaneous related airfield improvements to navigational aids and power sources. A portion of Runway 06-24, which amounts to approximately 725 feet, will not be upgraded at this time. This section, which intersects with Runway 15-33, was reconstructed in 2017 and now will help with the flow of air traffic during the reconstruction on Runway 06-24.
The Engineered Materials Arresting System, located at the approach end of Runway 06-24, is composed of high-energy absorbing materials, which reliably and predictably deform under the weight of an aircraft. This system will be completely replaced during this construction project.
During this project, which is expected to last seven months, air traffic will be shifted over to the north/south runway which will increase flight activity over Barnstable and Yarmouth. The construction project is not expected to have any impact on customers flying in or out of the airport.
Leadership vs. Management Knowing The Difference
Are leaders made or born? Research scientists have explored this question and have found that about one-third of leaders are born with attributes that are integral to becoming a leader.
What are those qualities innate with leaders? They include extroversion, emotionality, agreeableness, conscientiousness and being open to experiences.
Learned skills for leaders are: having a vision, personal commitment, confidence, role-modeling, community outreach, setting high expectations and organizational and inspirational skills. It takes formalized training and engaging in experiences that expose them to the essence of leadership.
Is there a difference between management and leadership? Management consists of controlling a group or a set of entities to accomplish a goal. Leadership refers to an individual’s ability to influence, motivate, and enable others to contribute toward organizational success. Some of the qualities are overlapping like: communications, motivation and delegation. But, leaders have focused characteristics like: positivity, creativity, feedback and commitment.
Leadership doesn’t always entail having a title. It has more to do with what actions are undertaken. So what are the qualities of a small business leader?
- Integrity. Integrity in leaders refers to being honest, trustworthy, and reliable. Leaders with integrity act in accordance with their words (i.e., they practice what they preach) and own up to their mistakes, as opposed to hiding them, blaming their team, or making excuses. They are transparent in their communications, presenting an authentic, believable individual that generates enthusiasm and loyalty. They take the “high road” when addressing values based on decisions and therefore set the example for their team.
- Having and sharing a vision. Leadership vision is the ability to concentrate on the most important aspects of self or business, such as what you want to achieve and what type of leader you aspire to be. Your vision can incorporate lessons from your past and present realities that must be addressed and your future aspirations. An organizational vision statement identifies the objectives of an organization and helps define what they hope to accomplish over the long term. It is aspirational. Having a vision gives teams purpose and direction.
- Use of influence for good. This means applying one’s influence to create collaborative environments where the strengths of various organizations can be applied to a given objective. Influence leadership is having an impact on the beliefs and actions of the people that are being led. Leaders understand what motivates team members, using that knowledge to create constructive work environments. This use of influence begins with trust and trust commences with accepting constructive feedback.
- Use of power to influence organizational direction. Leading and guiding one’s team is the primary responsibility of leaders and the application of power creates the trajectory. The concepts of power and leadership are closely linked. Power is used by leaders to reach group goals, and if you have knowledge about the operation of power in an organization, it enhances your capacity to be an effective leader.
- Praise. Genuine recognition rewards efforts along with accomplishments. It reinforces positive behaviors, builds self-esteem and confidence, and boosts motivation and enthusiasm. Praise is not always top down, but it encourages employees to praise teammates. The best part of praise is that it is free. There is no cost associated with it.
- Self-awareness. Self-awareness is the ability to focus on yourself and how your actions, thoughts, or emotions do or don’t align with your internal standards. Key areas for self- awareness include our personality traits, personal values, habits, emotions and the psychological needs that drive our behaviors.
- Listen first, speak last. Stephen Covey, author of “The 7 Habits of Highly Effective People,” said it best. Listen with the intent to understand, not just reply. When leaders listen first and speak last they take in team member inputs before communicating. This approach creates trust in leadership.
- Empathy – The term “empathy” is used to describe a wide range of experiences. Emotion researchers generally define empathy as the ability to sense other people’s emotions, coupled with the ability to imagine what someone else might be thinking or feeling.
Leadership is the ability of an individual or a group of individuals to influence and guide followers or other members of an organization. The key word is “guide.” The role is to create a roadmap for organizational success. Are you leading your organization to the next level of performance? You can do it if you have a plan to acquire the skills needed to lead, not just manage.
Marc L. Goldberg is a Certified Mentor for SCORE Cape Cod & the Islands.
We’re committed to helping our communities flourish.
Giving back to the community is at the heart of everything we do. That’s a privilege and a responsibility that we take seriously. We celebrated our 100th anniversary by donating $100,000 to 37 local nonprofit organizations! We are proud to support the missions of these hard-working organizations:
- Amplify POC Cape Cod
- B Free Coaching & Wellness
- Belonging to Each Other, Inc.
- Big Brothers Big Sisters of Cape Cod and the Islands
- Calmer Choice
- Cape Abilities
- Cape Cod Children’s Place
- Cape Cod Family Table Collaborative
- Cape Cod Pride Inc.
- Cape Cod Resilience Fund
- Cape Kid Meals
- Champ Homes
- Community Development Partnership
- Community Health Center of Cape Cod
- Duffy Health Center
- FAIR Project
- Falmouth Housing Trust
- Falmouth VIPS
- Good Grief Cape Cod
- Habitat for Humanity of Cape Cod
- Harbor Community Health Center
- Harwich Ecumenical Council for the Homeless
- Health Imperatives Inc.
- Homeless Not Hopeless
- Homeless Prevention Council
- Housing Assistance Corporation
- HOW-Helping Our Women
- Independence House
- Lower Cape Leadership Forum
- MLK Action Team
- NAMI Cape Cod
- No Place For Hate
- Outer Cape Health Services Inc.
- WE CAN
- YMCA Cape Co Good Grief Cape Cod
- Habitat for Humanity of Cape Cod
- Harbor Community Health Center
- Harwich Ecumenical Council for the Homeless
- Health Imperatives Inc.
- Homeless Not Hopeless
- Homeless Prevention Council
- Housing Assistance Corporation
- HOW-Helping Our Women
- Independence House
- Lower Cape Leadership Forum
- MLK Action Team
- NAMI Cape Cod
- No Place For Hate
- Outer Cape Health Services Inc.
- WE CAN
- YMCA Cape Cod
Seaside Le Mans
Kelsey Ellis, Event Director
20 North Main Street,
South Yarmouth, MA 02664
Total number of employees: 150+ volunteers
Annual revenues: $8M raised in 20 years through sponsorships and matching funds
Year established: 2001
To unify the Cape Cod community and motivate businesses and individuals to sponsor, volunteer and participate in a fun annual event which raises funds for Cape & Islands nonprofit organizations in the areas of health and human services, social services and children’s organizations.
Cape Cod and the Islands
Become a sponsor, driver, volunteer or spectator at this fast-paced event featuring Formula One, European-style racing karts.
Drivers race for up to four hours on a 1/4-mile track around corners and under a footbridge in this exciting endurance race. Each kart team has six drivers, with sponsors choosing their own drivers. The Seaside Le Mans is a chance to help the community and have a great time in the process. The race is free for spectators and also features entertainment, kids’ activities, music and food vendors.
Boost Your Small Business’s Benefits Game
By Sean McGarry and James Donnelly
From seafood restaurants to salons to auto-repair shops, small businesses are at the heart of the Cape and Plymouth communities – bringing people together by offering goods and services locally. Over the past couple of years, we’ve learned just how resilient small businesses can be.
But the job of a small business owner comes with many challenging decisions including balancing doing what’s best not only for their business, but by focusing on the needs of their employees and how to keep them on. One of these choices is whether to offer an employer-sponsored retirement plan that can help their employees save for retirement. At Rockland Trust, we are thrilled to offer Pooled Employer Plans (PEPs) to small businesses to not only provide a benefit to their employees but also set them apart in the talent market.
Recent legislation introduced a new form of retirement program called PEPs, which is a 401(k) Plan with streamlined administration and costs that are normally reserved for much larger employers. The Rockland Trust PEP is a flexible and cost effective retirement solution for small businesses. You’ll be able to work with a dedicated Retirement Plan Consultant in order to establish a 401(k) Plan so that small businesses owners and their employees will have an opportunity to save for the future.
Studies show that employees are more likely to save for retirement when they have access to a retirement plan at work. However, for small companies, the cost and resources required to establish and manage a retirement plan can be prohibitive. Only 53 percent of small business employees have access to workplace retirement plans. And with nearly half of all private sector workers employed by small companies, that means almost 30 million Americans are without retirement plan access. Another more recent survey of small businesses found that only 26% of companies with under 50 employees offered a retirement plan. Of the respondents that decided to offer a plan, the most common reasons cited for offering a plan were:
- 71 percent felt a personal responsibility to their employees to provide one
- 47 percent felt it helped the business attract and retain employees
- 26 percent wanted the ability to make tax deductible contributions into the plan
- 21 percent wanted to save for their own retirement
Removing Obstacles For Small Business Employers
The labor shortage has made it common for consumers to experience longer wait times and display some patience. Employers are doing their best to attract and train new employees.
One component of a benefits package that is often overlooked is the retirement plan. The Rockland Trust PEP is designed to make it easier for small business employers to set up and manage their retirement plan, while also closing the retirement gap – allowing workers of all ages to have access to retirement plans to save for their future. If you run a small business and want to improve employee retention while spending more time running your business by offloading the majority of the administrative work that comes with running a traditional 401(k) Plan, PEPs may
be able to help.
We know as a business owner you wear the operations, marketing, human resources as well as many other hats throughout your day to day. With the PEP you’ll have access to not only a day-to-day direct expert but also local employee engagement and educational resources such as articles, calculators and videos to ensure everyone is comfortable and happy with the service.
To learn more about Rockland Trust’s Pooled Employer Plan, an end-to-end solution available for employers, contact either Sean McGarry at 781-982-6594 or email him at: Sean.McGarry@RocklandTrust.com or Jay Donnelly, at 508-732-3893 or his email at
Sean McGarry is a Vice President and Retirement Plan Services Manager who has been with Rockland Trust since 2005. James “Jay” Donnelly is a Vice President and Financial Consultant, who has been with Rockland Trust since 2019.
New Manager Takes Flight At Plymouth Airport
busiest non-towered airport in Massachusetts.
When Matthew Cardillo was in his early teens, his father took him to air shows in Rhode Island.
“After a couple of them I realized, ‘Oh, this might be a career. I could actually do this,’” Cardillo reflects.
That turned out to be true. In July, he was named manager of the Plymouth Municipal Airport, replacing Thomas Maher, who held that position for 27 years.
Cardillo had worked for Maher for seven years and that overlap was highly educational, he says.
“I guess I never really looked at Tom as a boss. He was always my mentor,” says Cardillo. “He taught me a lot about the industry and introduced me to everybody that I would need to know. That was helpful, moving into his position, to be able to talk to the federal, state and local managers.”
Located about 5 miles southwest of downtown Plymouth, Plymouth Municipal Airport opened in 1934 and holds the distinction of being the busiest non-towered airport in Massachusetts. Annual activity level is estimated at approximately 65,000 “aircraft movements,” according to the airport’s website. The airport serves as home base for more than 170 aircraft, primarily one- to 10-seat planes, including Massachusetts State Police helicopters and wing aircraft. The airport’s coverage area is a niche area between the Cape Cod Canal and Marshfield. Boston MedFlight typically makes four to seven flights per day out of the airport, providing rescue service for Plymouth and beyond.
In addition to hosting 30 businesses employing 230 people, including flight schools, avionics shops and mechanic shops, the airport is home to Cape Cod Community College’s FAA-certified Aviation Maintenance Technology Program, which prepares students to become aviation mechanics. Graduates are quickly hired by Cape Air, JetBlue and the U.S. Coast Guard.
“Tom built this airport up and handed off a very well-maintained and well-developed airport to me,” says Cardillo.
Overseeing an administrative staff of two and an operations staff of six, Cardillo says he likes to lead with a sense of cooperation. “Days can be crazy and days can be really slow,’ he says. “Ultimately, we all respect one another, and we know we’re all working toward a common goal. Tom had a style while he was here, and I’m just kind of taking over where he left. We strive toward making the best airport we can for the public and our tenants.”
Cardillo graduated from Bridgewater State University with a bachelor of science in aviation management and a minor in psychology. After college, he worked at airports in Marshfield, New Bedford and Norwood before coming to Plymouth in 2015 to become airport coordinator (“essentially the assistant airport manager,” he says).It was while he was working at the Marshfield airport that he made a career choice, deciding to focus on operations and management rather than be a full-time commercial pilot.
“I like the change of pace,” he says. “Every day is different, especially in New England with the changes in weather. We do get all four seasons and any airport manager you talk to, they know it’s the winter that’s always the worst. We have a lot of pavement here and we plow it all on our own, so it’s quite the feat to keep things going.”
PMA’s airport commission is working on revisions to the airport’s master plan. “We have a very well-balanced commission here that definitely has the community in mind while moving the airport into the future,” says Cardillo.
Proposals include the possibility of extending one of the airport’s two runways, which would allow for an increase in the number of small charter jets.
“The master plan is just trying to position the airport in a place to be in a competitive market in the future,” Cardillo says. “They’re looking at adding electric charging stations for electric aircraft, if they become feasible, stuff like that.”
“My old boss was in the aviation industry for 50 years,” Cardillo adds. “He’d say ‘I can’t imagine what it’ll be like in another 50 years.’ We change as the world changes.”
National Leadership Summit
What: National Leadership Summit, “Preventing Labor Shortages Through Leadership” Excellence” hosted by Martha R.A. Fields, Labor Consultant & Cape & Plymouth Business Media
When: Thursday, Oct. 6, 9 a.m.-2 p.m.
Where: Cape Codder Resort & Spa, 1225 Iyannough Road (Route 132), Hyannis
Sponsored by: Eastern Bank
Speakers: Lt. General David Ohle (Ret.) U.S. Army, Shell Oil Corp.; Andy Freed, Virtual, Inc.;
Kyle J. Pardo, Associated Industries of Massachusetts; Marc Goldberg, Goldberg Advisors, SCORE Cape Cod & the Islands; David Troutman, Cape Cod Chamber of Commerce, Scargo Cafe; Myranne Jannoff, ZurickDavis; Roberta Matuson, Talent; Mari Ryan, New England
Speakers Assoc.; Martha R. A. Fields: Author, CEO, OKI ME, LLC.
Cost: $75 per person, tables of 8, $600 (reserved with logo), with lunch. Scholarship available.
The Changing Landscape Of Leadership
The pandemic, the Great Resignation and the remote worker have altered how businesses are run and what it takes to lead an organization.
By Carol K. Dumas
Times have certainly changed since Tony Shepley and his partner started his business, famously with “a used lumber truck, $4,000 and an idea that there was a need for another lumberyard in Hyannis.”
In January, Shepley (which grew to become the only lumberyard remaining in the area) entered into a partnership with Kodiak Building Partners, a $2 billion company with resources the Hyannis-based business has never had before, such as increased access to capital and enhanced resources in IT, finance, compliance, and benefits administration and procurement.
In the Cape Cod and Plymouth region, “locally owned and operated” is a revered mantra and on Cape Cod, 90 percent of the businesses are small businesses and proud of it. However, Shepley has found a great match with a national company, fusing the best of both worlds.
“We are allowed and encouraged to operate with decision-making done locally and no centralization of sales, purchasing, or operations,” emphasizes Shepley. “In the nine months post-sale, people say that the company feels very much the same from a customer and employee standpoint. Kodiak valued us for who we are and how we operate and they have worked not to change how we look and feel.”
As the region continues to come to terms with life after the pandemic, which has resulted in labor shortages, business closures and dealing with remote vs. onsite workplaces, we asked some business leaders to reflect on changes within their companies and what makes a great leader.
Martha R.A. Fields is leading the National Leadership Summit next month on Cape Cod (see sidebar). The summit will bring together local and national executives, board members, business owners, and leaders to discuss and learn from experts about “Preventing Labor Shortages Through Leadership Excellence.”
Jim Farrell, founder of PRfirst, turned over the reins of his Marshfield company this year to Nicole Hales, naming her president of the firm he launched in 1998.“The leadership change provides PRfirst the opportunity to celebrate many anniversaries beyond the 23 that we did under my ownership,” says Farrrell, who will retain the title of founder and continue his role in business development, account management and overall growth strategy for the firm.Hales, who joined the company 11 years ago as an Account Executive, was instrumental in the firm’s growth and development over these years and well known to its clients and vendors, he says.“Accordingly, the transition was very smooth and easy for everyone to accept,” says Farrell. “She is the ideal choice to take the company forward through its 25th and 30th anniversaries and beyond. She is doing a great job as the head of the company, and I’m enjoying my new role with PRfirst as a business development person who sometimes dives in to help with accounts when requested. My official title is founder, but my unofficial one is cheerleader.”Hales feels flexibility is an important quality for today’s leaders.“As a leader, I think it’s definitely important to be strategic and plan ahead, but flexibility is just as crucial – being ready to adapt those plans, put things on hold, or go in a new direction entirely,” she says. “Additionally, communication and honesty are two leadership traits that have always been important and are even more so in today’s environment. Leaders need to build trust and togetherness – through respect, through purpose, and through humility.”Hales hopes to build on Farrell’s success and has absorbed his management style.“He’s incredibly generous with his time and knowledge, and over the last couple of years in particular, before I took over, I had the opportunity to ask him about how he handled certain situations and why, to better prepare myself for this post,” she says. “The industry itself has changed a great deal over the last two-plus decades, and I think hearing about how he adapted over the years, and seeing it firsthand as well, has allowed for a certain continuity of leadership that will allow PRfirst to continue to flourish as we simultaneously build on our strengths while being ready for changes big and small.”
Bob Cody, Executive Director, Leadership Cape Cod
Leadership Cape Cod’s mission is to develop and connect a diverse cohort of leaders to foster an engaged, sustainable, and inclusive Cape Cod. For 30 years, its core program has been the Community Leadership Institute, a six-month program focused on key areas of life on the Cape with sessions led by local leaders working to solve the region’s most pressing issues. Only 30 applicants are admitted (CLI 2023 applications are being accepted as of Sept. 30 for the 2023 Jan. 4-June 22 program).Communication is the most important skill for a leader to possess, says Cody, a former executive who also chairs Greater Hyannis Area Chamber of Commerce.
“You have to be very transparent, open and consistent,” says Cody. “Working through change is the biggest challenge for today’s leader. You have to talk about it and do something about it.”
Cody is especially concerned about the gap between the workforce and housing that exists on Cape Cod and believes leaders should advocate for workforce housing.
This past spring, Dorothy Savarese, Cape Cod 5’s first woman president and CEO, announced her impending retirement in May 2023. She transitioned out of her role as CEO in May of this year and will continue on as chair of the board until her planned retirement next year.Savarese had been Cape Cod 5 Chair and CEO for the past 17 years during which time she led the Bank to more than triple in size from $1.4 billion in assets with 295 employees serving customers from 16 locations to $4.6 billion in assets with 550 employees and 26 locations. Cape Cod 5 is the top mortgage lender and holds the leading deposit market share in Barnstable County, with continued growth on Nantucket and Martha’s Vineyard and recently announced plans for continued expansion in Southeastern Massachusetts with two new locations in Plymouth.“I had always considered my role as that of a steward of Cape Cod 5, so I was pleased to able to hand leadership of the organization to a team that takes that responsibility as seriously and sees it in the same way,” says Savarese.Matthew S. Burke, who previously served as Co-President of Cape Cod 5, was named
CEO at the bank’s annual meeting in May. Burke intends to build on the strengths that have made Cape Cod 5 a top workplace and customer service leader.“As a top employer in our region, Cape Cod 5 works each and every day to support our employees and their efforts to serve our customers and communities,” says Burke. “Our
collaborative and inclusive culture allows us to continue to adapt and evolve to meet the ever-changing needs and expectations of our customers while providing our employees with flexibility to balance their lives. We offer many opportunities for employees
to share their ideas and feedback, such as through weekly Town Hall meetings and an internal communication platform, so they continually feel connected and engaged with the bank and its mission.”
Tony Shepley feels leadership is a consistent, practiced state that’s always under construction and leaders should always seek ways to improve, regardless of kudos or compliments. It’s also important to set an example and motivate and not just dominate others in the organization.“A good leader should be able to admit when they’re wrong and accept the advice of those who might be right,” he says. “A good leader should always be aiming higher with their sights set on becoming a great leader. Good leadership is built piece by piece from experience, blood, sweat and tears. It is not born ready-made, it is forged with time and often through turmoil. Good leadership is a calling, not an award.”
Investment Services And Your Business
By Allyson Brainson
Small businesses may think they don’t need the services of an investment professional, but businesses of all sizes should consider their expert support. Business owners are already tackling a monumental amount of work, from the day-to-day operations and personnel issues to growing sales and just putting out fires. A little help from a sharp outside eye can be extremely advantageous. Here are just a few of the services they can provide.
Many small businesses don’t think they’re large enough to have an employee retirement plan in place, but they may not understand that there are options for even the smallest of businesses. An advisor can work with you to determine how much you want to spend, the depth of the program you want to offer and the options available. Retirement benefits can vary widely and have many nuances, and it’s a timely and complicated process to do the research. Having a professional who has the knowledge and experience will help you land on the most suitable plan for you.
Putting a dollar figure on the value of your business is obviously a complicated process. But it’s necessary if you come to a point where you’re ready to sell the business, merge with another, or possibly even when seeking equity. An outside advisor has the experience and the tools to comprehensively evaluate all aspects of the business. This can include the company’s management, capital structure, future earnings and the market value of its assets. The fee you pay for this deep-dive analysis can pay big dividends in the end.
A company is only as good as its employees. And in today’s competitive workforce climate, benefits and flexibility are key drivers. If a candidate is deciding between offers that are otherwise equally desirable, benefits are often the deciding factor. A consultant can help you set up not only a retirement plan, but other compensation incentives, which will help attract top talent.
A good financial advisor will be there to help you make smart decisions throughout the life of your business, from infancy to growth to transition. Examples of other services they can provide include support for corporate cash management, succession planning, risk management, and executive compensation.
The Bottom Line
Seeking outside professional help for some key areas of your business just makes good sense. Many clients are surprised to know that their community bank can provide all of these services, in addition to the customary financial accounts they’re accustomed to. Talking to your banker is a great way to get started, but whether you utilize your bank or an independent advisor, businesses of all sizes can benefit from meeting with an investment services executive.
Allyson Brainson is Vice President, Small Business Relationship Manager for The Cooperative Bank of Cape Cod
Building Community Through Commitment
By Dawn Walnut
Talk to business owners on Cape Cod and you constantly hear about the incredible support between businesses, nonprofits and community leaders as a lynchpin of their success. It’s why community support is an integral part of so many Cape businesses and it’s the foundation of WE CAN’s Community Builders program. Many Community Builders are local business owners who have seen first-hand how WE CAN changes lives, when their own employees access WE CAN services.
Tony Shepley of Shepley Wood Products tells of an employee who found her dream job at Shepley only after getting legal guidance and career advice from WE CAN – services that helped her work up the courage to leave an abusive marriage and provide a healthy environment for herself and her two children. His employee told him, “I was given increased opportunity, self-sufficiency, stability and lasting positive change for myself, my family and ultimately my entire community.” Shepley continues, “This is why Shepley supports WE CAN.” David Oppenheim, former owner of the Chatham Wayside Inn, tells a similar story. ”WE CAN helped one of our employees who is now in Senior Management. Without that support, we might have lost this valuable individual,” he recalls.
These are just two of the many businesses on the Cape who have benefited as WE CAN Community Builders. These businesses commit to support the vital services and programs WE CAN offers to our community and ensure the work continues into the future with a three-year pledge of $2,500 or more annually, with 15 person of the contribution directed to WE CAN’s endowment fund, supporting long-term financial sustainability for these incredible programs.
WE CAN encourages you to join with Polhelmus Savery DaSilva, Cape Air, Encore Construction, Brand Accomplished, Chatham Clothing Company, Cape Cod 5 and Dorothy Savarese, The Cooperative Bank of Cape Cod and so many more to support the women and families of Cape Cod. “As a Cape Cod business owner, woman and resident, I have seen firsthand the work WE CAN does to help women in transition,” says Lori Fanning Smith, Managing Director of Pine Acres Realty at Compass. “I am impressed by their commitment and ability to meet strategic goals. Empowering women to control their own futures elicits powerful change and stronger communities. I am very proud to support an organization so vested in supporting women on Cape Cod.”
Dawn Walnut is Volunteer and Operations Manager at WE CAN. Since 2001, WE CAN has supported and empowered women going through life transitions and challenges. We serve women of all ages providing unique, free services, referrals and resources to help foster independence and create lasting positive change. Learn more about how you can become a WE CAN Community Builder at: wecancenter.org/builders
Dramatic Changes On The Horizon For Massachusetts Manufacturing
By Ron Gerace
National Association of Manufacturers (NAM) statistics reveal that manufacturers here in Massachusetts account for nearly 10 percent of the state’s total output and about 7 percent of the total workforce. Whether you think that is a strong number or not, we can agree that there is still plenty of room for growth.
One driver of change will be an increased, more sophisticated use of automation in manufacturing – “smart automation” with a strong emphasis on robotics.
Manufacturing occurs through two processes: Subtractive, or taking a piece of metal or plastic and turning it into a product by shaping it and removing some of the original material; and Additive, where manufacturers take basic materials and create objects and parts by adding in metals and materials to create the finished product from the ground up. This is also known as 3D printing. Both will factor into the industry’s growth, as will the employment situation here in the state.
We see Subtractive Manufacturing performed in machine shops across the state and beyond. CNC (Computerized Numerical Control) is a computerized manufacturing process in which pre-programmed software and code controls the movement of complex machinery, such as grinders, lathes and mills, all of which are used to cut, shape and create different parts and prototypes. CNC machinists combine mechanical design, technical drawings, mathematics and computer programming skills to produce a variety of metal and plastic parts. CNC operators can take a sheet of metal and turn it into something special, such as a critical airplane or automobile part. Up until this point, CNC has relied primarily on machinists to complete these tasks.
And therein lies the challenge. The industry has struggled to find people to fill manufacturing jobs. During the COVID restrictions in particular, it was difficult for many in the manufacturing industry to find people willing to work in person. And many of the manufacturers and machinists are aging out and retiring with the introduction of new technology that may also signal a change in the workforce that the industry seeks to attract.
Automation with robotic functions will be a game-changer for the industry – and not necessarily with an eye toward eliminating jobs, but in filling the jobs that have gone unfilled, as well as significantly boosting production and lowering costs.
Robotics can lead to what we call “lights out” manufacturing – the introduction of automated manufacturing machinery. For some, it can serve as a “third shift”, where a machinist can program and set up machinery with robotic features, which creates parts on its own. It will perform all of the subtractive elements – forming, shaping and completing the individual part, even including a self-inspection feature. The machine can be programmed to run through the night; it self-inspects and makes adjustments as needed. An owner can close up shop, turn the lights out (hence the name), and come in the next morning to have large quantities of a specific product ready to ship. This process will really drive efficiencies in the industry.Additive Manufacturing may boost our industry by as much as 20 percent in the next decade through the use of 3D printers. Currently, 3D is really great for prototyping and short run work, but watch for refinements that will make it an integral part of the manufacturing process.
We will also see a change in the workforce that is attracted to the industry. We may see the manufacturing worker of the future migrate from being vocationally trained to college educated. Emerging technologies will mean that future workers will need to learn about robotics and other advancements to be competitive in the industry.
The industry will modernize in its business processes. The future will be 100 percent cloud-based, with purchase orders and other forms being able to be directly entered. A cloud-based system will also enable customers to track the progress of their orders in real time.
Automation will increase production, and help address labor shortages, giving manufacturers reason to hope that their industry will continue to expand – and thrive. Robotics will also create a greater parity and make us more competitive here in Massachusetts and across the country. Overall, there is great opportunity in this industry.
Ron Gerace is CEO of Precision Design Engineering in Wareham, www.precisiondesignengineering.com.