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Across North America, various sheet metal funds including the National Energy Management Institute (NEMI), the International Training Institute (ITI) and the Sheet Metal Occupational Health Institute Trust (SMOHIT) work to expand opportunity and wellbeing in the unionized sheet metal trade. Read about recent appointees below:

New NEMI field representative tapped for Good Jobs, Great Cities Academy

Josh Hunter, former SMART Local 48 (Birmingham, Ala.) Business manager and new NEMI Southeast field representative, was selected earlier this year by the city of Birmingham Department of Innovation and Economic Opportunity to serve as a member of the Good Jobs, Great Cities Academy: a partnership between the National League of Cities (NLC) and the United States Department of Labor (DOL). The academy was established to develop innovative and scalable solutions to address pressing workforce challenges and is funded by investments from recently passed federal laws: the Bipartisan Infrastructure Law, the CHIPS and Science Act and the Inflation Reduction Act.

Birmingham was one of 16 cities chosen to participate in the academy. The group began meeting in May and will continue through July 2024 to develop solutions that focus on upskilling and reskilling workers and preparing underrepresented workers for quality, high-growth, in-demand occupations.

Working with labor leaders, industry partners and government representatives, the members of the Birmingham Good Jobs, Great Cities Academy specifically focus on infrastructure, clean energy and advanced manufacturing jobs, with an emphasis on barrier elimination, particularly as it relates to childcare and the care economy, Hunter said.

“I’m excited about this opportunity,” he added. “The work that we will be doing over the next year falls in line with the mission and goals our union has prioritized. We will look to create real solutions that will help our local recruit and retain members of the community, including those who are often underrepresented.”

Hunter hopes to create new marketing strategies and solutions, and he expects to work closely with the NEMI team to craft ideas that will assist his work group in completing its mission.

“NEMI has always been a resource we have relied on to help us move our local forward,” Hunter said. “I will absolutely rely on their expertise as a sounding board as we brainstorm solutions.”

Partnerships such as the academy are opportunities to get involved in the community, establish tangible relationships and build pipelines to recruit new members and promote the trade. Anything Hunter and Local 48 accomplish in Birmingham can be shared with other locals, too, added Lisa Davis, NEMI administrator.

“Local 48 has an incredible opportunity here, with Josh serving on the academy, to create real solutions that will benefit the entire community of Birmingham,” Davis said. “NEMI is proud to support his efforts in any way we can.”

Pittsburgh native lands leadership role at ITI

The ITI has named Len Liebert as program administrator, a position he accepted in September 2023. In his new role, Liebert oversees ITI classes and programs, working with teams on scheduling, planning and communication, as well as managing administrative staff and budget.

Len Liebert

Liebert has a history of mentoring apprentices and journeypersons. A longtime member of SMART Local 12 in Western Pennsylvania, Liebert joined the apprenticeship to become a second-generation sheet metal worker in 1989, shortly after graduating from Pennsylvania State University with a bachelor’s degree in secondary education. He then served as field foreman and in-house testing, adjusting and balancing (TAB) technician for Ruthrauff Service in Pittsburgh while working as a part-time instructor at his home local.

In 2001, Liebert took on teaching full time, and in 2014 he became the assistant training coordinator at Local 12. After around 20 years in service as a consultant for the ITI on instructor development, lesson packages, classroom management and educational psychology, Liebert was officially hired by the ITI as a field staff representative in 2017. He went on to become a certified Occupational Safety and Health Administration (OSHA) master trainer and a subject matter expert in infection control.

“Thirty-three years in this business has taught me to trust the people I have worked closely with,” Liebert said. “We have a great team here at the ITI, and I look forward to continued success with all our coordinators, instructors and members.”

Ed Robison aims to support members nationwide at SMOHIT

Ed Robison began his new job as field representative with SMOHIT — the health and safety arm of the unionized sheet metal industry — last summer, where his top priority is to educate members in their local unions about the resources SMOHIT offers.

Ed Robison

After entering the Local 218 (Springfield, Ill.) Apprenticeship in 1991, Robison completed the five-year program and steadily rose through the ranks to become an organizer and then, in 2014, the business manager. He lives in Springfield and continues to be a member of Local 218, where Carter Robison, the youngest of his three sons, is currently a second-year apprentice.

In his new position, Robison helps union members across the country by connecting them with local resources and familiarizing them with the SMART MAP (Member Assistance Program). Robison noted that it’s especially important to reach out to sheet metal workers who have traveled to work at large projects. These men and women are putting in long hours while living far from home, and those needing mental health support may not know where to turn.

“SMOHIT has increased staff size and vision, and it’s changing a lot,” he said. “I’m really excited for what lies ahead. This is going to be a whole new fund.”

John Wilson takes national role in sheet metal education

Longtime sheet metal worker John Wilson has been chosen as a field representative by the ITI. In this role, he will provide support for training programs and their directors, create and assist in the implementation of curriculum and training, and serve as a resource/liaison between the ITI and training facilities across the country.

John Wilson

Wilson began his career in the sheet metal industry shortly after he graduated high school in 2005. He completed the apprenticeship program with SMART Local 100, working mainly in the Washington, DC, area. From the moment he graduated from the apprenticeship, Wilson set his sights higher — first as a foreperson; then as general funds trustee, executive board member and part-time instructor; and finally, as an assistant training coordinator and recording secretary for Local 100. During his career, he worked for W.E. Bowers and Southland Industries.

Wilson is continuing his education at the Community College of Baltimore County, pursuing a degree in construction craft professionalism, in addition to industry training and certifications. Currently, he maintains multiple certifications in Occupational Safety and Health for the Construction Industry, fire life safety, duct air leakage, building envelope installer, ventilation verification and testing, adjusting and balancing, to name a few. He currently lives in Delta, Pennsylvania, just over the Maryland/Pennsylvania border.

Jeff Bradley named SMOHIT program director

Jeff Bradley, who joined SMOHIT in spring 2023 as a field representative, was promoted to program director in the fall, as his position underwent a “natural evolution:” moving into tasks such as scheduling and planning conferences and programs, reviewing contracts and overseeing the new version of health screenings, among others.

“The shift in responsibilities came organically as I stepped in to help with SMOHIT operations,” Bradley said. “Between revitalizing the health screenings in a different way that will reach even more members to scheduling SMART MAP sessions in Canada, it’s been busy, but I feel like I’m truly bringing benefits to members that could change their lives.”

Bradley entered his sheet metal apprenticeship in 2004 at Local 36 in St. Louis, where he currently resides with his wife and the youngest of his three children. Throughout his career, he has worked as a part- and full-time instructor and welding facility representative, as well as serving Local 36 as an organizer, vice president and director of marketing. He earned his associate degree in heating, ventilation, air conditioning and refrigeration (HVAC-R) from Vatterott College, and he holds multiple certifications and training completion certificates.

The National Energy Management Institute (NEMI) announced the appointment of Cassandra Kline as the director of certification for the International Certification Board (ICB), effective October 16, 2023. Kline brings a wealth of knowledge and commitment to this role, having served as NEMI director of construction technology. She also assisted with ANAB/ANSI (ANSI National Accreditation Board/American National Standards Institute) duties.

“We trust her dedication to excellence, leadership skills, and deep understanding of our organization make her the perfect candidate to lead our certification program into the future,” said NEMI Administrator Lisa Davis. “We are excited to see her bring the same level of dedication to her new role.” 

“What can women do in the trades” was the Google search that changed everything for Lisa Davis, who was recently hired as the administrator for the National Energy Management Institute Committee (NEMIC).

After working a series of odd jobs both in and out of the trades and experiencing pervasive discrimination, she had almost given up on the building trades as a career path. But in 2008, after Googling that question, Davis found the website for Oregon Tradeswomen, an organization that focuses on providing opportunities for women in building trades apprenticeships. She enrolled in the organization’s trades and apprenticeship career class, which eventually led her to the apprenticeship program at SMART Local 16 (Portland, Ore.).

Today, Davis would be the first to tell you what women can do in the trades: She is now the first woman to serve as administrator of NEMIC.

“I am very excited to be a part of the NEMIC fund — there are so many powerful initiatives that this brilliant team is working hard on moving forward to help bring more work to our members,” she said, also expressing her gratitude to those who came before her. “I’m looking forward to continuing to collaborate with our contractors on what efforts best serve our industry to give us the edge, and to bring public and stakeholder awareness to issues that matter the most, like energy efficiency and public safety.”

“Lisa is a fantastic choice to lead NEMIC into the future,” said David Bernett, former NEMIC administrator and current SMART international representative for U.S. Northeast Region 1. “She worked closely with our NEMIC team over the last several years, and her work ethic, integrity and honesty shine through in everything she does. Honestly, on more than one occasion I wished I had hired her instead of the ITI [International Training Institute], because she is just that good.”

Davis took an unconventional career path into the sheet metal industry. She originally attended the University of California, Davis, where she earned her Bachelor of Science degree in microbiology. With aspirations of becoming a doctor, she then moved to Oregon to attend the Oregon Health and Science University in Portland. She also became a perfusion assistant, helping monitor the medical equipment that keeps patients’ hearts and lungs functional during surgeries.

The job was grueling. Davis worked 20-hour shifts and was on call day and night. She felt burned out after only two years and realized medicine wasn’t for her.

Davis had worked in a bowling alley as a mechanic during her undergraduate studies, so she found a similar position in Oregon. Not only was the work taxing — as the only woman on the job, she faced consistent misogynistic behavior from the mechanical staff. It was around that time that she entered that fateful Google search.

While her studies at Oregon Tradeswomen restored her faith that she could find a career in the trades, it took almost two years for her to be accepted into the Sheet Metal Institute, Local 16’s five-year apprenticeship program. It was 2008, and the country was at the height of a recession. Jobs were sparse.

Once Davis began her training at the Sheet Metal Institute, she proved to be a dedicated and skilled apprentice. Within a year of journeying out, she was recruited by her alma mater to develop and implement a service apprenticeship program. In 2016, Davis was hired as a full-time service apprenticeship program instructor at Local 16, and she began working at the ITI just two years later.

“Lisa has had the words ‘first woman’ attached to her name a lot over the past several years,” said Dan McCallum, executive director of the Funds, which comprise NEMIC, ITI and the Sheet Metal Occupational Health Institute Trust (SMOHIT). “While the distinction is important and notable, it didn’t factor into our selection process. Lisa was, by far, the most qualified candidate for the job.”

Aaron Hilger, CEO of the Sheet Metal and Air Conditioning Contractors’ National Association (SMACNA), concurred.

“I couldn’t agree more with Dan’s assessment,” he said. “Lisa is the most qualified person for the job, and I am very excited to work with her. Lisa’s strategic leadership at NEMIC will help SMART members and SMACNA contractors gain market share and work hours, and help guide us through the complex waters of indoor air quality and ventilation verification.”

Michael Harris, a longtime staffer at the International Training Institute (ITI), has taken the reins as its administrator. A second-generation sheet metal worker, Harris got his first taste of the industry at age 16, when he spent the summer working in a sheet metal shop.

Initially opting for college, Harris later changed course and worked in a custom fabrication shop alongside his father before joining the SMART Local 20 (Indianapolis, Ind.) apprenticeship program in 1991. During the fourth year of his apprenticeship, Harris began teaching part time at the Local 20 training center, moving to full-time teaching in 1997. By 2000, Harris took over as director of training for the statewide training trust.

In 2005, Harris joined the ITI staff as a welding assessor, and in 2009 he took on the role of program administrator, overseeing programming and instructor training and managing field staff. After the retirement of James Page in 2020, Harris assumed many of the responsibilities of ITI administrator in an acting capacity, assisting Funds Administrator Daniel McCallum in running the day-to-day operations of the organization. Effective Jan. 1, Harris officially accepted the role of ITI administrator.

 “Mike has been instrumental in the success of ITI over the years,” McCallum said. “His knowledge and experience have made my job as funds administrator far easier. He is absolutely the best person for the job.”

Harris hopes to continue to build on ITI’s success, adding new instructional offerings and developing programs for the sheet metal workers of tomorrow.

“I’m excited to take on this new role at ITI,” Harris said. “I genuinely believe that the ITI trains the best and the brightest. Our instructors are top notch, our programs are among the most advanced and dynamic in the industry. And our staff is second to none.”

By General Secretary & Treasurer Kim Thompson

Just as you balance your personal checkbook and compare income to expenses in making decisions where to spend and where to save, we at UTU International make similar decisions with your dues.

Accepting responsibility to protect the interests of our members also includes accepting responsibility to use the funds entrusted to the International so as to obtain the most value from every dues dollar received.

There is no silver bullet for managing finances. Resource utilization is regularly assessed and needed adjustments are made. Demanded action is met with a cost-effective response. This same standard is applied to funds managed for the Discipline Income Protection Program and the United Transportation Union Insurance Association (UTUIA).

During the current administration, the UTU’s General Fund, accounting for most day-to-day operations of the International, has increased from $2.1 million to nearly $2.6 million.

The balances of all other funds have improved by an even greater extent, with the total of all International funds increasing from $7.5 million to nearly $16 million — an increase of 111 percent.

The Convention Fund balance assures that necessary funds are available to finance the 11th Quadrennial Convention convening in August.

This is all in spite of reduced membership owing to the deep recession and employee layoffs, and extraordinary administrative and legal expenses.

In 2007, our Discipline Income Protection Program reserve fund suffered a $2 million loss and was left with a balance of just over $5 million. Today, our reserves are at more than $9 million, assuring sufficient funds to satisfy all outstanding liabilities and provide the protection our members expect and deserve.

The UTUIA, meanwhile, earned more than $400,000 from operations during 2010, and remains financially strong with nearly $26 million in surplus.

Union assets are invested primarily in cash accounts and short term bonds, and are largely unaffected by the stock market problems.

The UTUIA, as all insurance providers — and even the Railroad Retirement Trust Fund — has assets invested in the stock market, as well as in bonds and cash accounts. But UTUIA investments are generally conservative in nature. UTUIA investment advice is obtained through independent advisers who have no financial benefit from actual transactions, but are paid on a fee-for-service basis.

Prior to this administration assuming office, it was said that the UTU was broke and could not survive on its own. In addition to precariously low reserves, our nation fell into the worse economic recession since the Great Depression of the 1930s. During the depths of this recession, more than 15 percent of our members were furloughed.

Disciplined finance management by this administration enabled continued growth.

Now, as the railroads recall employees and hire new workers, the resulting increased receipts will add to these reserves, assuring availability of funds for continued quality representation.