World Institute for Strategic Economic Research 66Long
Center for Education Strategies, LLC (CES)
66 Long Hill Road
Regional Economics, Econometrics
and Mathematical Economics, 1973
Magna Cum Laude, 1969
Managing Partner, Center for Education Strategies, LLC, located at
66 Long Hill Road
Managing Partner, World Institute for Social and Economic Research, located
66 Long Hill Road
Research Professor, Faculty Associate CCEA,
for Economic Analysis, and Board of Directors of the UConn CIBER, one of 31
national Centers for International Business and Education Research
Principal international advisor, University of Fort Hare, Eastern Cape Province,
establishing a center for international trade and workforce development
2004 — Current
POSITIONS (immediately prior to taking early retirement from UMass
Dec. 31, 2003)
Conducting the Know Your Schools Projects for the
(March 2009 – February
2013, AIRE SUNY
(July 2009 – June 2014 NJ Education Foundation of the
Chamber of Commerce), and
(October 2009 – March 2011 MS Business
for Education). In each of the three States, will capture data on individual
schools and districts, including school demographic and student
test-performance data for the past three or more academic years and develop a
statistical warehouse that can be accessed over the internet by parents and
others. Data allow comparisons of schools and districts with respect to their
characteristics and the standardized test scores of their students by grade.
The comparisons are adjusted for differences in socio-demographic
characteristics of attending students (i.e., each school is compared to
schools with students of similar socio-economic characteristics). The data
warehouse will be updated annually as new enrollment and test data become
available. CES develops and maintains the websites as part of its contract
economist, technical expert on the Community Colleges as the Classroom for
Workforce Study for the US Department of Labor (Under subcontract to IMPAQ
International). Responsible for
data source identification, site visits and analysis of secondary data
sources evaluating effective practices of community colleges in retraining
public workforce system.
Senior economist on the Graduate Employment Outcomes
Study for the Advanced Technological Education Program at the National
Science Foundation (Under subcontract to the Academy for Education
Development). Responsible for the utilization and
analysis of Unemployment Insurance (UI) Wage Records portion of the study. To
examine employment outcomes of the 2006, 2007, and 2008 graduating cohorts of
bio-manufacturing/bio-technology and process technology programs from six
community colleges using UI wage record data.
Evaluation of the relationship between the college success
of the 1998 high school graduating cohort of CT public schools and the
cohort’s tenth grade CAPT test and SAT scores. Major follow-up extending prior work
to the CT high school graduating cohorts of 1998 – 2002 to determine success
beyond high school, considering success not only in post-secondary education
but also in labor market experiences. Follow-on funded by the Nellie Mae Education Foundation, CT SDE, CT
DHE, CT DOL, UConn, CSU, CT CC System, and College Board, 2004-2008.
Analysis of effects of shifts in the racial and ethnic
and age distribution of the population of
on educational attainment to the potential workforce in each of the New
England States. Work done for the Nellie Mae Education Foundation (with Joe
Berger, UMass, Amherst), 2003 – 2006.
Work in international trade focuses on development of
a system, WISERTrade, producing unique information on the size, growth
and competition in major world markets by detailed commodity groups. Annual subscription and other data sales
already exist to the majority of U.S. States; the U.S. Council of Economic
Advisors, World Trade Centers, major as well as small and medium sized
enterprises, as well as a growing market in foreign countries. WISERTrade has agreements for
redissemination of data with the
, the EU,
significant because trade involving these countries accounts for roughly 90%
of the world’s total bilateral trade flows. Individual country data is augmented
with information from UNDESA’s Statistical Division for 134 more countries,
making the database the largest on international trade in the world. Current work includes analysis of
reconciliations (resolutions of apparent differences in export trade from A
to B relative to import trade of B from A), and imputations of current trade
flows from ancillary data, to be reported back to UNDESA. Reports on the State of the
States’ international standing in trade (Delaware to Maine and North Dakota),
a recurring Index of Exporter Confidence, popular pieces on State
competitiveness and commissioned studies such as a recent one for the Hampden
Co. (Massachusetts) Regional Employment Board and the John Adams Innovation
Institute on the high precision machining and tooling industry are regular
features of this work.
Professor, Department of Political Science, Faculty of Social and Behavioral
Director, Massachusetts Institute for Social and Economic Research (MISER)
President, Accelerated eXport Enhancement Systems, Inc. (AXES, Inc.) Non-profit
subsidiary of the Foundation of the UMass Amherst founded July 1991 to carry
out dissemination of international trade data.
1981 – 2003
1978 ‑ 1979
1972 ‑ 1978
Professor, Department of
Political Science, 1992 -2003
Analysis and Choice: Statistical Analysis of Policy Choices
Microeconomics of Policy Analysis
Professor, General Business
& Finance, 1981 ‑ 1992
Statistics, Business Data Analysis (MBA curriculum)
Forecasting (MBA curriculum)
Theory (Ph.D. curriculum)
Econometrics (Ph.D. curriculum)
Economics (MBA and undergraduate curricula)
Institute for Social and Economic Research, 1982-2003
administrative functions of the Institute. Principal Investigator on funded
research on projects involving education, finance, economic development,
demographic change and foreign trade for many of the state's executive and
legislative offices as well as for federal agencies. Institute research was used in
formulation of public policy. Institute maintained a database on federal and state information
, under five
Memorandum of Understanding / Joint Statistical Agreements between the
or the University and
various agencies in the Department of Commerce.
Analysis of the impact of
demographic change on enrollment, annual since 1985. Construction of twenty‑six models, forecasting
enrollments at each of the
public campuses—in compliance with requirements of long‑range planning
guidelines of the Massachusetts Board of Regents, 1985. Assessment of teacher supply and
demand conditions in elementary and secondary schools in the Commonwealth for
the Department of Education, the Massachusetts Board of Regents, and the
Massachusetts Higher Education Assistance Corporation, 1987. Evaluation of the impact of early
retirement programs for teachers, 1989. The construction of a policy model to test the impact of changes in
State, elementary and secondary policy for the Northeast Educator Supply and
Demand, 1991. Construction of a
regional teacher supply and demand model for the Northeast states,
and New England, resulting in a regional
certification program, for the Regional Laboratory for the Northeast and the
and the New England Commissioners of Education
1988-1992. Study of the Impact of
shifting populations by race and ethnicity on preparedness of
’s workforce beyond 2000, Nellie Mae
Corporation 1994. Creation of a system measuring accountability for the
State’s programs of education and training, Department of Labor and Workforce
Development, the Massachusetts Board of Higher Education the
MassJobs Council 1994-2002. High School Alumni Survey,
Regional High School 1997-98.
Assessment of High School Alumni—Learning in the High School: A
Department Of Education, 1999-2003
Work for the Bureau of the Budget,
and Means Committee and the Joint Legislative Local Aid Commission on the
maintenance of a data base and construction of a formula for Local Aid
distribution, 1983-1989. Evaluation of electric utility rate proposals under consideration by
the Department of Public Utilities, 1989. Economic Due Diligence Statement as
part of bond release from Commonwealth, Office of the State Treasurer 1991-2003.
Developed a review of community impact models used to
assess large scale
investment in infrastructure for the U.S. Army Corps of Engineers, 1983. Built the microcomputer software for
the solution of the State's econometric model maintained in the Massachusetts
Bureau of the Budget, 1985. Committee member/and demographic analysis for the State's work on
Blueprint 2000, 1989. Analysis of
the Federal Reserve Bank Survey of Consumer Finance and Flow‑of‑Funds Data
Tapes. Evaluation of market
penetration of new products, pricing and demand shifts under various
demographic situations, Life Insurance Marketing Research Association,
1989. Limited Income Heating
Assistance Program Benefit Evaluation, Division of Housing and Community
Development, 1992-93; 1995; and 1997-98. Assessment of Numbers of Minority and Women Owned Construction Firms
for a State Affirmative Market Program, Executive Office of Transportation
and Construction, 1996-97.
Represent the State in the
cooperative Programs for Population
Estimates and Projections, 1982-1991. Produced biannual population projections for cities and towns by age,
race and sex, Massachusetts Interagency Committee for Population Statistics,
1986-current. Statistical audit
of the accuracy of the State's mid‑decade Census, Office of the Secretary of
State 1985. Analysis of Regional
Demographic Change for the Integrated Surface Transportation Efficiency Act
(ISTEA) Planning, Massachusetts Department of Highways, 1996. Co-chair of the
Interagency Committee for
Population Statistics, 1986-2003. State representative (legislature and Governor’s Office) on technical
aspects of redistricting.
Improvement of the state-of-origin database on foreign trade
produced by the federal government under a memorandum of agreement, quarterly
since 1987. Built a management
information system for foreign trade development for
(contract assigned by University from MISER to AXES, formed by the University
as a subsidiary of the University Foundation), 1991. Produce the only non-federal
information included in the National Trade Data Bank created by U.S.
Department of Commerce to comply with the 1988 U.S. Omnibus Trade and
Competitiveness Act, monthly since 1990-1999. Creation of the Massachusetts
Quarterly Trade Index, Associated Industries of Massachusetts, 1994-current.
eXport Enhancement Systems, AXES, Inc.
was formed as first research corporation, subsidiary of the
. Designed to commercialize software
accessing foreign trade information, enhance governmental management of trade
development, and sponsor research on international affairs and international
relations. Contracts with New
York State Department of Economic Development, 1991-1994 and Massachusetts
Port Authority, 1991-1997; other contracts with the States of Michigan,
. Sales of data to every state in the
U.S.; provision of information to the White House in support of the NAFTA
agreements and the Mexican bailout; current involvement in the Free Trade
Agreement of the Americas.
Professor, Department of Economics,
Microeconomic Theory (BA curriculum)
Economic Theory (BA curriculum)
of Research, Center for Business and Economic Research
Project Director of the Tennessee Econometric Model
used in the Governor's State of the State economic message annually. The model, by law, set the revenue cap
on State tax collections. Developed emergency preparedness plans, Tennessee Energy Office. Project Director of projects for the
Tennessee State Planning Office and the Tennessee Valley Authority on energy
and economic relations. Directed
an evaluation of electrical rates constructed by TVA in compliance with
ABT ASSOCIATES INC.,
Deputy Project Director and Staff Economist on projects on
energy conservation for the U.S. Dept. of HEW (Community Services
Administration) and on rural, infrastructure investment for the U.S. Dept. of
Agriculture (Farmer's Home Administration).
Professor, Department of Economics
Macroeconomics (Ph.D. curriculum)
Economics (B.A. and M.A. curricula)
Intermediate Economics (B.A. curriculum)
Microeconomics (M.B.A. curriculum)
Microeconomics (B.A. curriculum)
Economist, Institute for Research on Land and Water Resources,
Project Director on several studies
of economic development and water resource investment, sponsors including:
Ford and Rockefeller Foundations, the U.S. Army Corps of Engineers, Office of
Water Research and Technology (U.S. Dept. of the Interior), and the National
Demonstration Water Project.
OTHER PROFESSIONAL EXPERIENCE
OTHER PROFESSIONAL EXPERIENCE (Continued):
Consultant, United Nations Development Programme, for work on the evaluation of sources
of disarray within post-conflict societies, begun in Bosnia-Herzegovina,
Consultant, Wharton Econometric Forecast Associates, ISTEA
Population Forecasts, 1998.
Consultant, Drinker, Biddle and Reath, NCAA Proposition 48, 1997-98.
Consultant, Connecticut Department of Education enrollment forecasts, 1993.
Consultant, New York State Department of Economic Development, 1992-95.
representative, Federal/State Cooperative Population
Estimates and Projections Task Force, State of Massachusetts, 1982‑present.
representative, Federal/State Cooperative Population
Projections Task Force, State of
Executive Committee, Southeastern Economic Analysis Conferences, 1979‑1981.
Consultant, Econometric Evaluation of Water Resource Pricing 1981‑82. National Science Foundation project at
water supply rate designs.
Transportation Research Board Subcommittee on Transportation Quality of Life,
Associates, Inc., 1979. Econometrician,
Prospective Rate Reimbursement Study of Hospital Cost Containment, Health
Care Finance Administration (HEW).
Consultant, State of
Econometric Model, 1980‑1981. Economic Development Administration project on
the development of substate econometric forecasts.
Consultant, McGraw‑Hill Publishing Company, editorial referee for economic editor, 1975.
Consultant, Dunn Geoscience Corporation, 1974‑1976. Cost‑Benefit statement on a set of dams for Soil Conservation Service.
Consultant, Rignani Associates, 1973‑1976. Environmental impact statement for Penn DOT and Maryland SHA.
International Bank for Reconstruction and Development, 1971‑1973. Evaluation of land value impacts of
water and sewer investments in
Associate, Syracuse University Research Corporation.
1971‑1972. Water resources research.
Consultant, First Trust and Deposit Corporation,
, 1970. Forecast of regional bank deposit
growth for a prospective merger.
Selected Articles in Journals and Periodicals
“The Future Shape of
World Exports to the BRIC Countries,” Chapter 12: Emerging Economies And
The Transformation Of International Business
(BRICs), Edited by
Subhash C. Jain, Edgar Elgar Publishing, Ltd., 2006
and Sosa’s Faculty Prospects in the Arts and Sciences," Economics of
Education Review, Volume 10, 1991.
Post-Secondary Student Flow with Limited Data” (with D. Rumpf and F. Creran), Research in Higher Education, Vol. 27, no.1, 1987, pp. 39-49.
Aggregate Model of Manufacturing Firm Migration” (with R. Nakosteen and M.
Zimmer), Vol. 17, no.2, 1987, pp57-66.
Analysis of Regional Quality of Life", Social Indicators Research,
vol.8, no.4, December 1980, pp.467‑479.
Income Convergence/Divergence Again", Journal of Regional Science,
vol. 18, no. 3, December 1978, pp. 447‑458.
Analysis of Pronatalist and Abortion Policies" (with R. McIntyre), Journal
of Political Economy, vol. 86, no. 6, December 1978, pp. 1077‑1102.
Change in Models of Migration: Omission of Psychic Income", Review of
Regional Studies, vol. 7, no. 1, Spring 1977, pp. 81‑86.
Selected Final Contract Reports
“Next Steps: Preparing a Quality Workforce,”
with Sevinç Rende and Doug Fulton, report for Nellie Mae Education
Foundation, CT SDE, CT DHE, CT DOL, UConn, CSU, CT Community College System,
and College Board, http://ccea.uconn.edu/studies/08apr_NextSteps.pdf,
Reform and Social Protection Systems in
Bosnia and Herzegovina
Sevinç Rende and Dorothy Rosenberg, report of UNDP, forthcoming: release in
Bosnia-Herzegovina, November 2007.
Opportunities for the Precision Tooling and Machining Industry of
Massachusetts,” report commissioned by the
) Regional Employment Board
for the John Adams Innovation Institute, forthcoming December 2007.
“New England 2020, A Forecast of Educational
Attainment and Its Implications for the Workforce of New England States,” June
2006, Nellie Mae Education Foundation, with Joe Berger, http://www.nmefdn.org/uploads/NE_2020_FR.pdf.
: the Implications of High Stakes Testing
and College Entrance Exams as Predictors of College Success of Students by
Race and Ethnicity,” Summer 2006, Nellie Mae Education Foundation.
and the Metropolitan Origin of Postsecondary Access: The Case of Greater
,” With Joseph
Berger and Suzanne Smith, Summer 2004, Harvard Civil Rights Project.
Importance of Latin America To U.S. International Trade,” MISER Position
Paper, published 2003 at http://www.umass.edu/miser/news/laimpall.html .
Higher Education: A Shrewd Investment with Significant Returns,” with J.
Berger and R. Forest, January 2002, Massachusetts Board of Higher Education, http://www.umass.edu/miser/news/index.html.
Among Equals: Educational Opportunity and the State of
October 2001, Nellie Mae Education Foundation, http://www.nmefdn.org/uploads/Diversity_Among_Equals.pdf.
Insurance Status in
Implications for Small Areas,” September 1999, Division of Medical
Assistance, http://www.umass.edu/miser/news/health.pdf .
of Outcomes of
Regional High School,” August 1998, Amherst Regional School System, 60 pp., http://www.umass.edu/miser/news/survey.pdf .
“Wellesley School Enrollment Forecasts—Community
Enrollment Life Cycle Models,” 1997, Wellesley School System, 12 pp., http://www.umass.edu/miser/news/wellrept.pdf
“Establishment of Affirmative
Market Goals,” Sept. 1997, Executive Office of Transportation and
Construction, 22 pp., http://www.umass.edu/miser/news/affmkt.pdf .
Projections for the State and Its Transportation Planning Regions to the Year
2020,” January 1995, Executive Office of Transportation and Construction, 146
“Design of a Fuel Assistance
Benefit Distribution Formula”, October 1994, Executive Office for Community
Development, 28 pp., http://www.umass.edu/miser/news/fuelasst.pdf .
2000: Demographic Change, Education and the Workforce, 1993, Nellie Mae, http://www.umass.edu/miser/news/article3.html.
papers marked as at www.umass.edu/miser/... are
being moved and will be available from www.wisertrade.com and from www.edstrat.org,
but are currently available on request from Coelen.