Berkshire Money Management CEO Earns CEPA Designation

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PITTSFIELD, Mass. — Berkshire Money Management's CEO and chief investment officer Allen Harris has recently earned the Certified Exit Planning Advisor (CEPA) certification.

Harris participated in the intensive, four-day, MBA-style program — offered by the Exit Planning Institute — in Chicago. The CEPA program is the most widely accepted in the world and was specifically designed for business advisors who work closely with private companies.

"Not only is new business creation important to the vitality of the community, but so is recognizing and maximizing the value of existing companies," Harris said. "We can accomplish this by helping businesses with strategic planning--de-risking, taking action on growth initiatives. Ultimately, baby boomer business owners will look to transition ownership as they enter into their hard-earned retirement."

BMM has been helping business owners transition from ownership for years and nearly 25 percent of Berkshire Money Management clients are business owners, many of whom have an eye toward retirement and transitioning within the next 10 years, or who have already sold their business with BMM's guidance and continued support.

"It's to their benefit, and to that of our whole community, that these business owners are able to pass the torch of a strong business to the next generation," Harris said. "It ensures continued vitality."

 


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Pittsfield Extends Interim School Superintendent Contract

By Brittany PolitoiBerkshires Staff

PITTSFIELD, Mass. — Interim Superintendent Latifah Phillips' employment has been extended to 2027

Last week, the School Committee approved an employment contract that runs through June 30, 2027.  Phillips was originally appointed to a one-year position that began on July 1 and runs through the end of the fiscal year in June 2026. 

"You didn't ask me simply to endure challenges or struggle to prove myself. Instead, you believe in me, you've given me the space to grow, the encouragement to stretch, and the expectation that I can truly soar," she said earlier in last Wednesday's meeting when addressing outgoing School Committee members. 

"You question, you poke, you prod, but not to tear anything down, but to make our work stronger, grounded in honesty, integrity, and hope. You've entrusted me with meaningful responsibility and welcomed me into the heart of this community. Serving you and leading our public schools has been, thus far, a joyful, renewing chapter in my life, and I want to thank you for this opportunity." 

Chair William Cameron reported that the extended contract includes a 3 percent cost-of-living increase in the second year and more specific guidelines for dismissal or disciplinary action. 

Phillips was selected out of two other applicants for the position in May. Former Superintendent Joseph Curtis retired at the end of the school year after more than 30 years with the district. 

The committee also approved an employment contract with Assistant Superintendent for CTE and Student Support Tammy Gage that runs through June 30, 2031. Cameron reported that there is an adjustment to the contract's first-year salary to account for new "substantive" responsibilities, and the last three years of the contract's pay are open to negotiation. 

The middle school restructuring, which was given the green light later that night, and the proposal to rebuild and consolidate Crosby Elementary School and Conte Community School on West Street, have been immediate action items in Phillips' tenure. 

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