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  • SESSION 1 | 10:00-11:30am

  • 1a | Preservation Toolbox

    This session is for those new to historic preservation and the issues that local historic districts or historical commissions often encounter. Panelists will discuss the regulatory framework governing the operations of these commissions, including open meeting and conflict of interest laws, demolition delay ordinances, and interactions with other commission and boards (including local Community Preservation Committees) on historic preservation issues. Discussion will also focus on common issues that commissions encounter, best practices, and strategies that commissions can employ to reach out to their communities regarding historic preservation planning and education.

    Moderator: Elizabeth Rairigh, AICP
    Historic Preservation Planner, Pioneer Valley Planning Commission
    Eric Dray
    Principal, Eric Dray Consulting
    Marilyn M. Fenollosa
    Preservation Attorney and Consultant
    Steve Stowell
    Administrator, Lowell Historic Board
  • 1b | Finance 101

    This session is intended to introduce participants to the basic components of financing an historic preservation/adaptive reuse project in Massachusetts. Just as each preservation project is architecturally unique, each project also requires its own unique combination of financial resources to fund the hard and soft costs associated with successful preservation or adaptive reuse for the benefit of end users and the public. For each project, a sponsor-developer team will have to aggregate a wide variety of financial resources from diverse funders that range from philanthropic contributions and grants to predevelopment loans, interim and construction financing, permanent financing, and owner/investor equity. Even with all of these funding sources, there may still be gaps that need to be filled. In this session, practitioners with extensive experience preserving historic buildings will discuss the application of a broad range of preservation financing tools and provide an overview of how they come together.

    Moderator: Michael Rosenberg
    Bank of America, Merrill Lynch
    Dan Kolodner, Esq.
    Partner, Klein Hornig LLP
    Kathy Kottaridis
    Executive Director, Historic Boston Incorporated
    Albert Rex
    Partner, Director, MHA Northeast, MacRostie Historic Advisers, LLC
    Katherine Roth
    Associate Director, Community Preservation Coalition
  • 1c | Where's the Money? Financing Your Project

    Come along with us to delve into detail on finance related issues regarding four distinct developments that all have unique characteristics that created challenges and opportunities for the development team of each project. "Creative solutions to complex problems" was the theme of these developments. We hope you walk away with new ideas to pursue and perhaps a solution to a particular financing problem you are having. There will be ample time for questions on these four developments.

    Moderator: John Mackey, CPA
    Consultant, CohnReznick LLP
    Josh Cohen
    Development Director, Beacon Communities LLC
    Evelyn Dueck
    Board President, 19 Carter
    Abby Goldenfarb
    Vice President of Development, Trinity Financial
    Jason Korb
    Principal, Capstone Communities LLC
  • 1d | When to Hire a Professional for Added Value

    What can an architectural historian, archaeologist, architect, building conservator, or landscape architect experienced in historic preservation add to a particular project? How can you achieve a better outcome for the resource and cost benefits for the client from working with consultants who understand historic significance, regulatory and code requirements and who are familiar with materials, building types, sites, and landscapes with similarities to your project? Using examples, this session will explore these and other questions for district and historical commission members, property owners and developers who are interested in improving an historic building or property for the short- and long term.

    Moderator: Pamela Bailey
    Project Manager, BOND Brothers, Inc.
    Virginia H. Adams
    Senior Architectural Historian, The Public Archaeology Laboratory
    Lisa Howe
    Director, Building Conservation Associates
    Stephen Jablonski, AIA
    Principal, Jablonski DeVriese Architects
    Martha Lyon, ASLA
    Managing Principal, Martha Lyon Landscape Architecture, LLC
  • 1e | Walking Tour: Lincoln Square (space is limited)

    Lincoln Square has been a focal point of Worcester's civic life since the opening of the Worcester County Courthouse in 1732 and since the 1830s establishment of industrial incubators here. During the 20th century, it was the focus of "City Beautiful" efforts, which helped to produce an unusually handsome collection of buildings at this northeastern gateway to the city. Dramatic institutional changes over the past 25 years have posed development and historic preservation challenges that will be the topic of this walking tour of Lincoln Square. Learn about recent successes, as well as problems still to be solved.

    Susan Ceccacci
    Education Director, Preservation Worcester
    Lawrence H. Curtis
    President and Managing Partner, WinnDevelopment
    Deborah Packard
    Executive Director, Preservation Worcester
    Mike Traynor
    Chief Development Officer, City of Worcester
  • SESSION 2 | 1:00-2:30pm

  • 2a | Creative Uses of the Preservation Toolbox

    Although many historic district commissions and historical commissions employ practices in the traditional preservation toolbox, there are times when more innovation and creativity are needed to address particularly difficult and complicated situations and circumstances. This session's speakers will describe creative strategies and improvised tools that they have employed to further preservation goals. Special emphasis will be placed on how some groups met with success and how others learned from their experiences when they fell short.

    Moderator: Rita Walsh
    Senior Preservation Planner, VHB
    Sarah Burks
    Preservation Planner, Cambridge Historical Commission
    Dennis DeWitt
    Massachusetts Historical Commission
    Olivia Mausel
    Chair, Holyoke Historical Commission
    Marisa Morra
    Weston Historical Commission
    Sarah White
    Chair, Newburyport Local Historic District Study Committee
  • 2b | Preservation Techniques & Technologies: Asking the Right Questions

    Join our panelists to explore historic buildings and structures and monuments, inside and out, in order to develop rehabilitation, repair and reconstruction treatments for a variety of projects. The inquiries will address building or structural type, history, materials, condition, project program, costs, and regulatory requirements. Case studies will look at Worcester's Hanover Theatre, Avon Old Farms School, monuments and cemetery markers, and the Worcester Clock Tower on the former state hospital property.

    Moderator: Lynne Spencer
    Principal, Spencer & Vogt Group
    Kathyrn Crockett, AIA, LEED AP
    Vice President, Lamoureux Pagano & Associates
    Ivan Myjer
    Principal, Building & Monument Conservation
    Dr. Judith E. Selwyn
    Principal, Preservation Technology Associates, LLP
    John Wathne, PE
    President, Structures North Consulting Engineers, Inc., VoidSpan Technologies, LLC
  • 2c | Protecting Heritage Landscapes

    Heritage Landscapes is a broad term used for the special places that reflect the nexus between culture, history, and the natural systems that have influenced land use. Across the Commonwealth, municipalities are recognizing that heritage landscapes are important features in the fabric of their communities. This session will introduce the audience to the concept of heritage landscapes and examine some of the emerging issues affecting their preservation and management. Panelists will explore the complex and dynamic relationships of these landscapes, their significance, and how they contribute to a larger sense of place, environmental stewardship, and tools for protection and management.

    Moderator: Katherine F. Abbott
    Chief Executive Officer, Tower Hill Botanic Garden
    Kevin Essington
    Massachusetts State Director, Trust for Public Land
    Steven Moga
    Assistant Professor, Landscape Studies, Smith College
    Wendy Pearl
    Preservation Planner, Historic Landscape Preservation Initiative,
    Department of Conservation and Recreation
  • 2d | Legal Issues in Historic Preservation: Preservation Restrictions and Other Tools

    This session will focus on legal issues in historic preservation with a special emphasis on preservation restrictions, their purpose, development, qualification under federal and state rules for tax purposes, monitoring and enforcement. Panelists will also address other legal mechanisms for protecting/monitoring historic resources on the federal, state and local level including the legal structure establishing local historic districts and historical commissions in Massachusetts, Sections 106 and 4(f) and the Secretary of Interior Standards.

    Moderator: Dan Kolodner, Esq.
    Partner, Klein Hornig LLP
    Jonathan Bockian
    Law Office of Jonathan Bockian, Preservation Law Digest publisher
    Joseph Cornish
    Supervising Preservation Services Manager, Historic New England
    Marilyn M. Fenollosa
    Preservation Attorney and Consultant
    Stefan Nagel, Esq., Of Counsel
    Law Office of Stephen J. Small, Esq., P.C.
  • 2e | Walking Tour: By the Canal: An Economic Engine, Visible and Invisible (space is limited)

    The 1828 opening of the Blackstone Canal between Worcester and Providence gave this rural county seat of 3,000 the kick-start it needed to become a major industrial city. Now covered over and completely out of sight (within the urban area), the canal has, nonetheless, become a sparkplug for current revitalization. Hear about the imaginative, grassroots "placemaking" efforts, sustained over more than a decade by local property owners and citizens, resulting in the creation and growing success of Worcester's "Canal District." Learn about collaborative efforts of the Canal District Alliance, local organizations, the City of Worcester, and the National Park Service.

    Elizabeth Bacon
    Founder, Blackstone Canal Horse and Wagon Tours
    John Giangregorio
    Former President, Canal District Alliance; President, Preservation Worcester
    Erin Williams
    Cultural Development Officer, City of Worcester
    Eugene Zabinski
    Treasurer, Canal District Alliance and local historian
  • 2f | Walking Tour: After Urban Renewal, Reconnecting Downtown (space is limited)

    Like many mid-sized cities in the late 1960s and early 70s, Worcester embraced urban renewal as a way to revitalize its downtown. Rail service to the city had all but died by 1970, and so had the once bustling downtown. Worcester's vision of a large urban Mall was a popular theme for revitalization of aging urban centers. But as we look back, we now know that this strategy was flawed. In the mid-1990s, Worcester launched a new attempt to breathe economic life back into its downtown with a series of public/private projects, including the rehabilitation of Union Station. This project served as a catalyst for even more aggressive infrastructure changes as Worcester reclaimed the city streets from the now ailing Mall.

    Join a walking tour of the Washington Square area with its major infrastructure improvements, now poised for more transit friendly development. Then, enjoy a tour of the magnificent Union Station and learn about the history of this 1911 transit hub, its decline and abandonment in 1974, and its rebirth in 2000 after its $32M rehabilitation into a bus/commuter rail center.

    James G. Alexander, FAIA, LEED AP
    Principal, Finegold Alexander Architects
    Daniel Benoit, AIA
    Benoit Design Group
  • SESSION 3 | 2:45-4:15pm

  • 3a | Ready or Not: Preparing for Climate Change

    As climate change causes extreme weather and ultimately higher temperatures and water rise, how can preparedness reduce potential damage to historic buildings and areas, collections, and landscapes—from both gradual changes and sudden disasters? Panelists will present a riverfront planning project that was successful in many respects while sacrificing houses in older neighborhoods, energy retrofits for historic buildings, risk assessment and management for historical collections, anticipating change in historic landscapes, and evaluating priorities to preserve historic buildings.

    Moderator: Stephen Wessling,
    President and CEO, Wessling Architects
    Jason Forney, AIA, LEED
    Principal, Bruner/Cott & Associates
    Jason Hellendrung, ASLA
    Susan Pranger, AIA, LEED
    Boston Landmarks Commissioner; Adjunct Faculty, Boston Architectural College
    Gregor Trinkaus-Randall
    Preservation Specialist, Massachusetts Board of Library Commissions; Co-chair, COSTEP MA
    Kyle Zick, ASLA
    Principal, Kyle Zick Landscape Architecture, Inc.
  • 3b | Organizing, Advocating, Public Relations, and Marketing Preservation

    From grassroots organizing to marketing your historic assets, from engaging the press to talking to your local business and government leaders—learn from the successes and misses of this seasoned panel.

    Teri Bernert
    Executive Director, Waterfront Historic Area League
    Greg Galer
    Executive Director, Boston Preservation Alliance
    Meri Jenkins
    Program Manager, Massachusetts Cultural Council
    Julie McCarthy
    Founder, President, and Director, Friends of North Brookfield Town House
    Sarah White
    Newburyport Study Committee for Proposed Local Historic District
    Erin Williams
    Cultural Development Officer, City of Worcester; Salisbury Cultural District
  • 3c | Gateway Cities Program: Historic Preservation as a Strategy for Economic Success

    Gateway cities contribute to the overall economic vitality of the Commonwealth by taking advantage of their distinctive ability to be desirable places for people to live and work. This session will provide an overview on the Gateway Cities Program and will explore the link between historic preservation and economic growth.

    Moderator: Benjamin Forman
    Research Director, Gateway Cities, Urban Policy; MassINC
    Anne Gatling Haynes
    Director of Transformative Development, MassDevelopment
    Doug Kelleher
    Principal, Epsilon Associates
    Anne Louro
    Historic Preservation Planner
    Clarissa Rowe, RLA
    Brown, Richardson + Rowe, Inc.
  • 3d | Walking Tour: Crown Hill: 1970s Preservation Experiment Becomes 2013 Local Historic District (space is limited)

    Within walking distance of downtown, Crown Hill is a hidden gem, representing one of the best-preserved concentrations of middle class Greek Revival style residential architecture in the state. Learn how concern over the decline of this mid-19th century residential neighborhood spurred Preservation Worcester's 1970s involvement and how the strong sense of community developed here led to the recent establishment of the City of Worcester's third local historic district. Discover the charm of this neighborhood and find out how collaborative community and municipal efforts can be successful.

    Randolph Bloom
    Crown Hill resident; Past President, Crown Hill Neighborhood Association; Member, Worcester Historical Commission
    Jan Parent
    Preservation Worcester Docent; Real Estate Agent
    Stephen S. Rolle
    Director, Planning and Regulatory Services Division, City of Worcester
    Cynthia Shenette
    Preservation Worcester Docent
  • 3e | Walking Tour: Hope Cemetery: A Private-Public Collaboration (space is limited)

    Walk the park-like grounds of Hope Cemetery, Worcester's city-owned garden cemetery, born of the "rural" cemetery movement. Dedicated in 1852, Hope is the last resting place of the people who shaped Worcester—wealthy industrialists and workers, inventors and mechanics, men and women. To support the conservation, beautification and recognition of this important place, the Friends of Hope Cemetery was founded in 1991. During this brief excursion into Worcester history, discuss day-to-day operations, and learn about monument restoration and the impact of the Friends.

    Robert Antonelli, Jr.
    Assistant Commissioner, Parks, Recreation and Cemetery Division, City of Worcester
    William D. Wallace
    Executive Director, Worcester Historical Museum; Board Member, Friends of Hope Cemetery
  • 3f | Walking Tour: Hanover Theater (space is limited)

    The former Poli Palace Theatre was built by architect Thomas Lamb in 1926 and is one of a dwindling number of Lamb's theatres still functioning today. Architects Lamoureux Pagano & Associates led a full restoration of the theatre in 2007-2008 at a cost of $31 million, funded through historic rehabilitation tax credits and private fundraising. Today The Hanover Theatre welcomes more than 200,000 visitors per year, to performances including touring Broadway musicals, concerts, comedy and family shows. Our tour will include some rarely seen behind-the-scenes areas of historic significance, as well as the spectacular public spaces.

    Kathryn Crockett, AIA, LEED AP
    Lamoureux Pagano Associates
    Troy Siebels
    President and CEO, The Hanover Theatre for the Performing Arts