2023 UMA Annual Meeting

HJ Sims is proud to be a Sponsor at the 2023 UMA Annual Meeting and we look forward to connecting. 

Education Session:

Tuesday, April 25, 2023 | 2:30 pm – 4:00 pm

  • Understand the different models of governance to maximize the effective roles of the board and senior management
  • Identify common issues experienced by nonprofit health and human services boards and best approaches to avoid or resolve them 
  • Recognize the responsibilities of board members and their essential role in determining the strategic direction of the organization 


  • Lynn Daly, Executive Vice President, HJ Sims
  • Steve Fetyko, President and CEO, Brio Living Services 
  • Kevin Roach, President and CEO, Methodist Children’s Home Society
Wednesday, April 26, 2023 | 10:15 am -11:45 a.m.
  • Explore how demographic projections and major economic disrupter will challenge traditional models for serving seniors 
  • Discover emerging models and approaches to develop reality based projects to stay competitive 
  • Learn how to strengthen brand, marketing, design, and impact through story telling
  • Aaron Rulnick, Managing Principal, HJ Sims
  • Dana Wollschlager, Partner and Practice Leader, Plante Moran Living Forward
  • Craig Kimmel, Partner, RLPS Architects
  • Hoppy Sell, President, Tandem Senior Living Advisors

HJ Sims Market Commentary: Year of the Rabbit, Year of the Bond

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Some Asian markets are closed all this week for the Lunar New Year holiday. Sunday marked the first day of the Year of the Rabbit, said to be a symbol of happiness, prosperity, abundance, peace, elegance, and longevity. Our colleagues at MacKay Shields have also dubbed 2023 as “The Year of the Bond”, and it has indeed begun with rallies across corporate, government, and municipal markets.

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2023 LeadingAge ME & NH Annual Conference

HJ Sims is proud to be a Sponsor at the 2023 LeadingAge Maine & New Hampshire Annual Conference and we look forward to connecting. 

Education Session

Board Readiness to Consider Merger, Acquisition, and Affiliation Opportunities
Tuesday, April 4 | 4:00 – 5:00 pm

“How will our organization deliver on our mission in the future?” This is the key question Boards of Directors should be asking themselves in this time of great challenges and change. Senior management must set the table for a robust consideration of options, including affiliations, mergers and acquisitions. In this session we’ll examine case studies to illustrate the importance of early Board education in a consolidation-heavy market and deliver a customizable tool to use with your Board for future discussion and planning. By taking the right steps now, organizations can be assured a position of strength should acquisition or sponsorship transition possibly be in your organization’s future.



AJAS 2023 Annual Conference

HJ Sims is proud to be a Sponsor at the AJAS 2023 Annual Conference and we look forward to connecting. Visit us at booth #310.

Education Sessions:

Revenue Cycle & Cash Flow Management 
Monday, March 20 | 3:15 – 4:00 pm

Revenue optimization and cash management must be at the core of today’s operating priorities. Accurate charge captures, claim submission, remittance processing, insurance follow-up and collections have never been as important as they are today. Understanding cash flow from operations, investing, and financing activities are critical success factors in every community. This session will review case studies to reveal best practices as well as precarious paths of practice secondary to insufficient attention and detail of practice.

  • Patrick McCormick, Partner, Plante Moran
  • Brandy Stefanco, Chief Financial Officer, Jewish Home Family
  • Aaron Rulnick, Managing Principal, HJ Sims (Moderator)

Stuck in the Middle: Strategy and Design to Service the Mid-Income Senior Market
Tuesday, March 21 | 10:00 – 10:45 am

As a country and industry, we have done an excellent job meeting the healthcare and housing needs of high-net-worth and upper-middle-class older adults who can afford higher-end and market-rate senior living. However, we are struggling to meet the needs of our middle-income older adults, who arguably have fewer options than their counterparts on either side of the spectrum.

How do we meet the needs of the older adults who have enough income and assets to disqualify them for traditional affordable housing but not enough to afford an entrance-fee or private-pay senior living community? We’ll answer that question in an insight-filled session covering industry demographics trends and development strategies to make construction affordable and marketable to older adults on a fixed income.


  • Aaron Rulnick, Managing Principal, HJ Sims
  • Jamie Timoteo, Principal, Plante Moran Living Forward


2023 California Charter Schools Conference (CCSA)

HJ Sims is proud to be a Sponsor at the 2023 California Charter Schools Conference and we look forward to connecting.

Visit us at booth #726.

Education Session

Should I Stay or Should I Grow
Tuesday, March 14 | 1:45 pm – 3:00 pm

Panelists, including a school representative, investment banker, attorney, and other strategic partners will (1) discuss the top considerations for growth and replication, (2) provide salient examples of well-executed growth plans, and (3) leave lots of time for Q&A.


  • Daniel Lee, CEO, ICON School Management
  • Sarah Kollman, Partner/Attorney at Law, Young, Minney & Corr, LLP
  • Robert Nickell, Executive Vice President, HJ Sims
  • Don Wilson, Superintendent, Vista Charter Public Schools
  • Karl Yoder, Managing Partner, Key Charter Advisors, LLC



HJ Sims Market Commentary: Floors and Ceilings

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Markets around the world were stunned when the gold standard credit rating of the United States of America was downgraded by Standard & Poor’s from triple-A to AA+ after the close on Friday, August 5, 2011. S&P had issued a negative outlook in July after warning that failure to reach a sufficient compromise on slashing the deficit would risk this action. They boldly told the world that “the effectiveness, stability and predictability of American policymaking and political institutions have weakened at a time of ongoing fiscal and economic challenges”.

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HJ Sims Market Commentary: Adjusting the Sails

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This new year with its winds of change requires quite a bit of adjustment but, as with every new beginning, it brings a jolt of excitement, a yearning for change, for betterment. There may be worry but there is hope and underlying it all is our unquenchable American can-do spirit and drive. There are problems to solve and we will find the ways. We not only carry on, we prevail in new and challenging conditions.

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HJ Sims Market Commentary: Fireworks Greet 2023

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The New Year begins with fireworks on Capitol Hill as Members of the Senate celebrate their swearings-in to the 118th Congress while Members of the House, not yet sworn in, are still voting to select their new Speaker. At this writing, horses are being traded but the outcome remains something less than certain. Historians have dusted off record books dating back to the 34th Congress which saw the longest and perhaps most divisive contest for the Speaker’s gavel. It lasted from December 3, 1855 to February 2, 1856 and involved 21 candidates and 133 ballots.

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