2021 Conference
HJ Sims is proud to be able to attend, exhibit, and sponsor LeadingAge North Carolina at their Annual Conference and EXPO.
Visit us at Booth #10.
Contacts:
2021 Conference
HJ Sims is proud to be able to attend, exhibit, sponsor and speak on a session panel.
Visit us at Booth #91.
Session Date & Time: Thursday, August 5, 2021 from 8:30am – 10:00am ET
Room: Juniper A
Thought Leadership and Educational Session:
The Power of an Innovative Senior Services Board
Not-for-profit senior living management expect their boards to be forward-thinking, strategic and innovative. Innovation at the board level is a function of various elements, including when there is a defined strategic direction and best practices. So, what does an effective board look like? What are some tools boards can use to remain focused on their organizations’ mission? Does the board or management create the strategic plan? This discussion is designed to create an atmosphere for executive management and board members to gain insights into best practices in their journey towards innovation and strategic thinking.
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Middle Market Success Stories
Learn from the Leaders
Session Date & Time: Tuesday, June 29, 2021 from 1:00pm-2:00pm ET
Thought Leadership and Webinar Description:
We took a critical look at the increasing pressure on senior living providers to meet the demands of the emerging middle market. Learn what the Baby Boomer generation and their families are looking for when exploring their options in the middle market housing and services. During this discussion, we reviewed the strategic significance of extending housing offerings to the middle market. While many providers are considering entering in the middle market arena, few have taken the leap due to their inability to find an operating and financial model that ‘works’ with the lower monthly rental rates. Featured speakers shared case studies of their own middle market senior housing models identifying key success factors for development, pricing and operating models.
Key Takeaways:
William Pettit
President, Merrill Gardens
William “Bill” Pettit is the president of the R. D. Merrill Company with responsibility for Merrill Gardens and sister company Pillar Properties. Merrill Gardens is one of the most respected assisted living operators in the country with 70 communities in 20 states. Pillar Properties is an award-winning owner and operator of multi-family housing with 1,700 units in operation and the developer for Merrill Gardens new communities.
Bill joined the R. D. Merrill Company in 1992 after 18 years in the banking industry. He was instrumental in the formation of the company, starting with one community in 1993. He directed the rapid growth and timely execution of acquisitions and developed the policies that speak to the Merrill Gardens and Pillar Properties commitment to quality.
Bill was a 2018 Seattle Business Magazine Executive Excellence Award winner and under his leadership the R. D. Merrill Company was named the Family Business of the Year for its commitment to residents, team members and community service.
Bill received a bachelor’s degree from Princeton in 1971 and a MBA from the University of Oregon in 1973. He was the first senior living executive in residence for Washington State University. He serves on the Argentum Board of Directors and he is the past Chairman of the Executive Board of the American Seniors Housing Association (ASHA).
Matthew D. Rule, Esq.
Senior Vice President of Housing Development, National Church Residences Investment Corp.
Matt Rule is Senior Vice President of Housing Development at National Church Residences. Matt leads NCR’s acquisitions, development finance, originations, and construction teams. In the past five years his team closed over 30 LIHTC transactions, purchased over 3,000 affordable senior units and closed over $100,000,000 of new market rate senior housing production. In 2015, Affordable Housing Finance (AHF) named Matt as one of six Affordable Housing Young Leaders. Prior to joining NCR, Matt was a transactional attorney at Squire Sanders, LLP (currently known as Squire Patton Boggs) where he served as legal counsel for a variety of low income housing tax credit developers, syndicators, direct investors and lenders. Matt is a graduate from The Ohio State University Michael E Moritz College of Law where he graduated with distinction as Summa Cum Laude, Order of the Coif. Matt is active at Vineyard Church in Columbus, Ohio and currently serves as the Vice President of the Ohio Housing Council and as a Board Member of the Central Ohio chapter of the Juvenile Diabetes Research Foundation. In the past he has served as a Board Member the National Affordable Housing Trust (2018-2020), a Board Member of the Upper Arlington Rotary Club (2018-2020), a member of the Upper Arlington Citizen Financial Review Task Force (2019) and as the Chair of the Finance Subcommittee of the Upper Arlington Community Center Feasibility Task Force (2020). Matt is married and has four very energetic children.
For more information or if you have any questions regarding the content of this webinar, please contact Lynn Daly at 312.505.5688 or ldaly@hjsims.com, Curtis King at 512.519.5003 or cking@hjsims.com or any HJ Sims banker at 1-800-HJS-1935.
Virtual Webinar
Session Date & Time: Wednesday, June 2, 2021 from 1:00pm-2:30pm ET
Thought Leadership and Educational Session:
Embracing New Marketing Strategies in a Post-COVID Environment
The Senior Living COVID-19 Sentiment Report surveyed more than 23,000 residents and staff at senior independent living communities across the country, along with prospective future residents to better understand what it was like to live and work in a senior living community during the pandemic and to identify whether prospects felt differently about moving to a senior living community due to the pandemic. The results of the survey demonstrate that residents overwhelmingly felt safe during COVID-19 and confident their communities had taken appropriate precautions to keep them safe. The study also identified there are opportunities for improvement.
This session will focus on the results of the report as it relates to marketing. It will include a facilitated Leadership Roundtable Discussion about how providers plan to leverage the data to enhance their marketing approach, redefine the value proposition that senior living has to offer, and implement innovative marketing and sales solutions to improve prospect and waitlist engagement and ultimately increase census.
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Please join HJ Sims for MoneyShow Orlando June 10-12 at Omni Resort at ChampionsGate. Visit our team at Booth 303. Join us for two special presentations on June 11, 3pm-4:15pm, and June 12, 11am-11:45pm:
What if You Choose Not to Follow The Crowd? POWeR Your Portfolio.
What if you could stress test the Top 10 positions against world, political or economic scenarios?
What if you could identify investments that might adversely impact your portfolio within a rising inflation environment?
What if you could help design your own strategies (i.e., socially responsible or disruption innovation)?
What if you could identify investments that could help offset Capital Gains taxes?
Join Cliff Edelmann, Geoff von der Linden, Les Campbell, John Koene and Jonathan Jarow.
2021 Mid-Year Meeting
HJ Sims is the refreshment break sponsor of this event, which will take place on Tuesday, July 27. Enjoy!
Contact:
2021 Virtual Conference & EXPO
Virtual Exhibitor and Sponsor
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Virtual Meeting
Session Date & Time: Tuesday, May 18, 2021 from 10:45am-11:45am CT.
Thought Leadership and Educational Session:
COVID-19 Sentiment Report: Leveraging Data to Adapt Operations, Enhance Resident & Staff Experience, & Improve Marketing & Sales
Embracing Our New Reality: Rethinking Our Business Model in a Post-COVID World, A Leadership Roundtable Discussion
The Senior Living COVID-19 Sentiment Report surveyed over 4,000 current and prospective senior living community residents to assess their thoughts and feelings at the beginning of and during the COVID-19 pandemic. Since the survey results were first reported in 2020, senior living communities have identified lessons learned. This session explores the results to learn from residents, prospects and staff about their experience living through this Pandemic and how the industry can rethink our business models and adapt our operations to a post-pandemic reality in the hopes of increasing the perception of safety, security and peace of mind.
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