2022 Women in Business Summit

Palm City Chamber of Commerce Women in Business Summit
Sponsored by Rebecca Beckett, CFP®, HJ Sims

Date & Time: Thursday, September 22, 2:00pm – 5:00pm

Location: Charlie Leighton Park | Palm City Community Center | 2701 SW Cornell Ave. Palm City, FL

We would like to invite you to the Women in Business Summit on September 22, 2022, which is American Business Women’s Day. We are thrilled to be the presenting sponsor for this inaugural event to advocate and celebrate women in business.

Join us for relevant, spirited discussions and presentations from accomplished, local businesswomen on topics ranging from finance, education, business management and health & wellness. Discover, support and network with local businesswomen as they showcase their products and services. 

Photos from the Event

Meet the Speakers

Rebecca-Beckett

Rebecca Beckett, CFP®

Senior Vice President

HJ Sims

Donna

Donna Linton

Reverse Mortgage Advisor

Zarro Mortgage Group

Amanda

Amanda Foster

Mortgage Specialist

Zarro Mortgage Group

Jill-Marasa_Ashley Capital

Jill Marasa

Director of Development

Ashley Capital

Joan Goodrich_Martin County Bus Dev Board

Joan Goodrich

Executive Director

Martin County Business Development Board

Joanne Zarro

Joanne Zarro

President

Zarro Mortgage Group

Dr-lisa-grassam_Grassam Chiropractic

Dr. Lisa Grassam

Chiropractic Specialist

Grassam Spine & Wellness Center

Agenda

2:00 pm – 5:00 pm

Exhibits

2:10 pm – 2:35 pm

Tools You Can Use…
Speaker: Jill Marasa, Ashley Capital

2:40 pm – 3:05 pm

Mortgage Products & Credit in Today’s Environment
Speakers: Joanne Zarro; Amanda Foster; Donna Linton, Zarro Mortgage Group

3:10 pm – 3:35 pm

Women & Money: Challenges, Successes and Strategies
Speaker: Rebecca Beckett, CFP®, HJ Sims

3:40 pm – 4:05 pm

Top 10 Resources You Should Know (and Use)
Speaker: Joan Goodrich, Martin County Business Development Board

4:10 pm – 4:35 pm

The Power Of A Woman
Speaker: Dr. Lisa Grassam Smith, Grassam Chriopractic and Wellness Center

Location

Sector Update with Aspire: Lynn Daly, HJ Sims

HJ Sims Logo

HJ Sims Executive Vice President, Lynn Daly was on Sector Updates with Aspire. In this episode, Lynn discusses what trends she is seeing in the nonprofit aging services sector from an investment banking side as well as what she is seeing from the partnership side.

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2022 NY Charter Schools Conference

HJ Sims will be there – start a conversation with one of our expert public finance education team members specializing in structuring and underwriting public sector and charter school financings.

Attendance:

As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.

Florida Charter School Conference 2022

Sponsorship:

HJ Sims is proud to have a Breakout Session Partnership with FCSC. 

Exhibiting:

Visit the HJ Sims booth #507 and #509 on the EXPO Floor, and start a conversation today. 

Breakout Session: Information Coming Soon!

Attendance:

As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.

2022 LeadingAge National Annual Meeting + EXPO

LeadingAge National Logo

HJ Sims is proud to attend, exhibit, sponsor and present during the LeadingAge Annual Meeting. 

Join HJ Sims for a Cocktail Reception during the conference.

Date: Monday, October 17
Time: 5:30 pm – 7:30 pm
Location: Centennial Ballroom B | Hyatt Regency Denver at the Colorado Convention Center | 650 15th Street | Denver, Colorado

Exhibitor Hours:

Visit us at Booth #1919.

  • Monday, October 17 : 12:00 pm – 3:30 pm
  • Tuesday, October 18: 12:00 pm – 3:30 pm
  • Wednesday, October 19: 9:30 am – 11:00 am

Sponsorship:

HJ Sims is proud to be a Annual Meeting Premier Sponsor for LeadingAge National. 

Thought Leadership:

Education Session: Taking Advantage of Consolidation Opportunities

Session Date & Time: Wednesday, October 19th, 11:00 a.m. – 12:00 p.m.

Session Description:

Since 2010, the field of aging services has seen a significant uptick in the number of mergers, acquisitions, affiliations, joint ventures, and dispositions. This thought-provoking session will explore how two very different organizations positioned themselves to take advantage of consolidation opportunities. Representatives from United Church Homes in Marion, OH, and Lifespire of Virginia in Richmond, VA, will share the lessons they learned while evaluating consolidation opportunities, establishing priorities, and driving organizational change. They’ll tell you how your governance and organizational structures can improve or hinder your ability to capitalize on consolidation opportunities. Take home practical strategies that can help you and your board make good decisions the next time opportunity knocks.

Learning Objectives:

  • Learn how governance and organizational structure can help or hinder the ability to capitalize on opportunities.
  • Discuss how to be thoughtful and efficient at the same time.
  • Learn how management can organize and evaluate multiple opportunities, establish priorities, and drive organizational progress.

Featured Speakers:

  • John Renner, Senior Exec VP and Chief Finance and Administrative Officer, United Church Homes
  • Dan Carlton, Board Chair, Lifespire of Virginia
  • Lisa Legeer, Chief Strategy and Integration Officer, Lifespire
  • Lynn Daly, Executive Vice President, HJ Sims
  • Tom Bowden, Senior Vice President, HJ Sims

Attendance:

Women’s Brunch to Kick Off LeadingAge

This brunch is by invitation only, and registration is required. For further information, please contact Sonia Carrero.

Read more insightful thought leadership by the investment banking team at HJ Sims.