The 20th Annual HJ Sims Late Winter Conference

Financing Methods and Operating Strategies for Charter Schools and Senior Living

Our 20th Annual HJ Sims Late Winter Conference will examine trends and developments critical to the success of charter schools and senior living communities. An extensive and thoughtful agenda, with dual education tracks for charter schools and senior living, has been compiled to address financing methods, operating strategies and technological advancements that can help alleviate existing challenges and encourage continued growth in the non-profit and proprietary sectors of our industry. Throughout the conference, we will deliver a dynamic group of speakers and experts committed to sharing thought-provoking views and providing profound insight.

Our series of keynote speakers, breakout sessions, panels and roundtables will deliver an invaluable forum for exchanging ideas and information, while also providing unique networking opportunities. The objective of the Late Winter Conference is for industry participants to learn and discuss each other’s strategies and solutions for success. Check the registration webpage for details regarding CEU and CPE credits for our education sessions during the conference. As always, we will plan to offer both, pending approvals. 

For conference attendance, follow our Safety Protocol.

2023 Late Winter Conference: Registration Open

Please visit the conference webpage for all details, including hotel registration.

For more information, please contact Rebecca Brady.

Love & Company Webinar: A Look Ahead at 2023

A Look Ahead at 2023: Recognizing, Addressing and Overcoming the Challenges Ahead for Life Plan Communities

December 8, 2022 | 12:00 pm – 1:30 pm

Join Love & Company, LifeSpire of Virginia and HJ Sims for a webinar that will look ahead to 2023.

Staffing shortages. Inflationary pressures. Rising interest rates. A softening housing market. Ever-increasing construction costs and supply chain issues. These and other economic challenges are squeezing already thin (or non-existent) margins for Life Plan Communities. What should communities do to respond to these challenges and position themselves for financial success in 2023?

In Love & Company’s third annual “A Look Ahead” webinar, senior living thought leaders share their views on these challenges and what steps organizations can (and need to!) take now to solidify their financial health in 2023.

  • Aaron Rulnick, Managing Principal of Herbert J. Sims & Co., will present an overview of major trends and how they are expected to continue into 2023. He will then provide an overview of the guidance the Sims team is providing to organizations to help them prepare for and respond to these continuing challenges.
  • Jonathan Cook, CEO of LifeSpire of Virginia, a growing organization with five Life Plan Communities in Virginia, will share strategic initiatives LifeSpire is taking to continue to grow revenue and services. These include pricing and contract modifications, independent living growth strategies, and how the organization is approaching potential acquisitions.
  • Rob Love, President/CEO of Love & Company, will address specific steps communities can take to evaluate options to increase independent living revenues and cash flow without relying solely on monthly fee increases. He will also outline specific steps communities can take to enhance their ability to attract and retain staff.

Presenters:

  • Aaron Rulnick, Managing Principal, HJ Sims
  • Jonathan Cook, CEO, LifeSpire of Virginia
  • Rob Love, President & CEO, Love & Company

Senior Housing Business Webinar: What Will 2023 Hold for Seniors Housing Investment & Acquisition Activity?

What Will 2023 Hold for Seniors Housing Investment & Acquisition Activity?

December 8, 2022 | 2:00 pm – 3:00 pm

There are lots of unknowns in the seniors housing industry as we close out the year and look into 2023.

Increased interest rates and inflation have slowed merger and acquisition activity and curbed lender appetite to sponsor deals in the fourth quarter even though national occupancy numbers have ticked up.

What do current conditions mean for the end of 2022 and what can we expect throughout the next year?

On Thursday, Dec. 8, from 2:00 pm to 3:00 pm EST, Seniors Housing Business will host a webinar offering a look into the future.

Valuation & Information Group is sponsoring the webinar, “What Will 2023 Hold for Seniors Housing Investment & Acquisition Activity?”

This valuation-themed discussion will be the last in a series of three 2022 webinars examining the seniors housing industry’s investment outlook.

Audience members will learn the following:

  • What type of deals have panelists been closing over the last two months?
  • What type of transactions have occurred in the industry over the last two weeks?
  • What’s the motivation behind these transactions and how are they getting done?
  • Predictions for what 2023 holds over the first two quarters and beyond.

Confirmed panelists include Talya Nevo-Hacohen of Sabra Health Care REIT; Erik Howard of Capital Funding Group; Jeff Sands of HJ Sims; Pilar Carvajal of Innovation Senior Living; and moderator JP LoMonaco of Valuation & Information Group.

Presenters:

  • Pilar Carvajal, Innovation Senior Living
  • Erik Howard, Capital Funding Group
  • JP LoMonaco, Valuation & Information Group.
  • Talya Nevo-Hacohen, Sabra Health Care REIT
  • Jeff Sands, HJ Sims

eCap Summit 2023

2023 Conference & EXPO

A unique opportunity to engage in direct discussions with financial institutions and thought-leaders focused on the evolving market shift. HJ Sims will be there – start a conversation with one of our expert private lending team members.

HJ Sims is proud to be an eCap Gold Sponsor.

Attendees:

InterFace Seniors Housing Northeast

HJ Sims looks forward to connecting at the InterFace Seniors Housing Northeast.

Education Session 

Who’s Buying, Who’s Selling & Transaction Trends in the Investment Sales Market

November 30 | 11:45 am – 12:35 pm

Presenters:

  • Curtis King, Executive Vice President, HJ Sims
  • Ken Assiran, Managing Principal, Capital Health Group
  • Scott Corbin, Vice President, AEW Capital Management
  • Isaac Dole, Founder/CEO, Birchwood Healthcare Partners
  • George Mesires, Partner, Faegre Drinker – Moderator

Attendance:

LeadingAge PA 2022 Fall Finance Conference

We look forward to connecting at the LeadingAge PA Fall Finance Conference.

Sponsorship:

HJ Sims is proud to be a sponsor for LeadingAge PA.

Education Session:

Keynote: State of our Worlds – Perspectives on Insurance/Risk Management, Capital Formation/Financing & Operations in Senior Living

Tuesday, November 15, 2022 | 9:30 – 10:30 am

This session will:

  1. Describe current conditions and key drivers impacting the insurance, financing and operations within the senior living sector
  2. Outline effective approaches to managing these challenging and, in some cases, unprecedented conditions
  3. Offer perspectives on how conditions may evolve and how to best position organizations for what may be to come including continuing uncertainty

Featured Speakers:

  • James Bodine, Executive Vice President, HJ Sims
  • Jeffrey E. Boland, CPA, Partner / Senior Living Services Consulting, RKL 
  • Patrick Mullen, President, Commercial Insurance, Johnson Kendall & Johnson, Inc

Session: Capital Investment & Project Development Post-Pandemic – From Inception to Implementation

Tuesday, November 15, 2022 | 3:30 – 4:30 pm

The presentation, in panel format, will offer a comprehensive view of the project development/capital investment process across its life cycle…from conception through completion including planning, financing, constructing as well as operation. It will include perspectives from key project development team members: i) from an architect, project planning, design and development processes and costing including identifying hurdles and solutions to navigate these challenges, ii) from an investment banker, exploring the sources of financing and conceiving a plan of finance that funds the required investment while supporting/enhancing financial feasibility and organizational stability and iii) from a senior services provider, framing the organizational considerations and objectives as well as required thresholds associated with capital investment/project development throughout the process.

Featured Speakers:

  • James Bodine, Executive Vice President, HJ Sims
  • Siamac Afshar, Vice President, HJ Sims
  • Dyan McAlister, Chief Financial Officer, Presbyterian Senior Living
  • Richard Quinn, Principal, Spiezle Architectural Group
  • Todd Waskowitz, Director of Construction Services, Spiezle Architectural Group

Attendance:

CSDC 2022 California Charter Schools Leadership Update Conference

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

Education Session:

School Daze: Navigating the Facility Financing Maze
November 15, 2022 | 2:00 pm – 3:15 pm

For many charter school leaders and their boards throughout the country, navigating the need for a high-quality facility remains one of their most significant organizational challenges. Add the backdrop of the COVID-19 pandemic and plotting a course through current and future facility needs has become an even more challenging exercise. Is your school planning a facilities expansion or renovation? Join us to learn the key to planning a successful facilities project and understand the potential cost of that project. During our session, a panel of charter school experts will introduce school leaders to the critical elements of project planning and creditworthiness. We will begin our session with a brief icebreaker to gauge who is in the room and their level of facility financing knowledge. Our three experts will then introduce the critical elements of facility project planning and credit worthiness. Following the panel, attendees will be guided through an exercise that estimates key facility project costs. To conclude the session, panelists will work with attendees in small groups to answer their facility financing questions. Attendees will walk away from our session with the tools to solve their facilities challenges.

Presenters:

  • Kaiti Wang, Vice President, HJ Sims
  • Crystal Langdon, Director of Lending, Local Initiatives Support Corporation
  • Kelly Theofanis, Loan Officer, Charter School Financing, Local Initiatives Support Corporation
  • Kahlmus Eatman, Chief Operating Officer, Pacific Charter School Development

Attendance:

22nd Annual South Carolina Charter Schools Conference

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

Education Session:

Backwards Planning for Financial Success… and Greater Student Impact…

Schools have more impact when their leaders can spend their time worrying about instruction and student needs. Planning well and maintaining strong financials helps schools focus more on the kids and their academic success. Join our session to learn some basic metrics to track regularly, understand what these metrics mean for your school, and how to plan ahead for big capital projects, like that nice new facility.

School leaders and board members should leave with increased financial confidence and knowing the following:

  1. Important metrics to know and track, and what they actually mean for your school
  2. Benchmarks for financial sustainability
  3. Timelines and best practice for planning for growth and large capital projects

Featured Speakers:

  • Shannon Falon, Vice President
  • Rich Moreno, CFO, Charter Schools USA

Attendance:

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

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.