2025 National Charter School Conference

HJ Sims is proud to be attending, sponsoring, and exhibiting at the 2025 National Charter School Conference.

Come see us at booth 24!

Attendees

Rich Harmon Headshot

Rich Harmon

Executive Managing Director, Head of Education Banking
614.335.7052
[email protected]

Nickell

Rob Nickell

Executive Vice President
HJ Sims
214.681.0952
[email protected]

1

John Solarczky

Executive Vice President
214.681.0952
[email protected]

1A. Patel

Akshai Patel

Executive Vice President
HJ Sims
214.681.0952
[email protected]

Sponsor Tier 1

Sponsor Tier 2

Sponsor Tier 3

2024 Year in Review

Check out our 2024 Year in Review below:

2025 Late Winter Conference Recap

Check out our 2025 Late Winter Conference Recap below:

Save the Date

LWC26_ConfLogo

The 23rd Annual HJ Sims Annual Conference will be held February 24th-26th, 2026 at the Marriott Sanibel Harbour Resort & Spa in Fort Myers, FL. Stay tuned for more information soon. We can’t wait to see you there!

For more information, please contact Kat Dymond.

2025 LeadingAge PA

HJ Sims and Sims Mortgage Funding are proud to be attending, sponsoring, and exhibiting at the 2025 LeadingAge Pennsylvania Conference

Come see us at booth 24!

Attendees

James Bodine Headshot

James Bodine

Executive Vice President
HJ Sims
(267) 360-6245
[email protected]

David Saustad Headshot

David Saustad

Vice President
HJ Sims
(240) 207-1202
[email protected]

Andrew Patykula Headshot

Andrew Patykula

Executive Vice President
Sims Mortgage Funding
(201) 307-9383
[email protected]

2024 Year in Review

Check out our 2024 Year in Review below:

Case Studies

Cross Keys Village Case Study (December 2024)
HJ SIMS COMPLETES RATED BOND-FINANCED CAMPUS EXPANSION & REPLACEMENT AND REFINANCING, AND CONTINUES MULTIPLE DECADES OF CLIENT COLLABORATION
Phoebe Ministries (August 2024)
HJ Sims Successfully Completes $16 Million Bank Debt Replacement/Refinancing for Phoebe Ministries
Medford Leas (May 2023)
HJ Sims completes $37 million Bank Financing, for campus renewal and replacement projects, at attractive long-term fixed interest rates and…
Asbury Communities (July 2022)
HJ Sims continues to partner with Asbury Communities to assist with multiple strategic initiatives in Pennsylvania.
Asbury Maryland (May 2022)
HJ Sims Partners with Mease Life, a Life Plan Community located in Dunedin, Florida, to successfully complete turnaround financing for…
Phoebe Ministries (May 2022)
HJ Sims Successfully Completes $115 Million All Bank Tax-Exempt Financing for New Satellite Campus and Refinancing for Phoebe Ministries, a…

Save the Date

LWC26_ConfLogo

The 23rd Annual HJ Sims Annual Conference will be held February 24th-26th, 2026 at the Marriott Sanibel Harbour Resort & Spa in Fort Myers, FL. Stay tuned for more information soon. We can’t wait to see you there!

For more information, please contact Kat Dymond.

2025 LeadingAge Texas Annual Conference & Solutions EXPO

HJ Sims is proud to be attending and speaking at the 2025 LeadingAge Texas Annual Conference & Solutions EXPO.

Jimmy Rester, Executive Vice President will be speaking. 

Details below:

Date: Tuesday, May 20

Time: 3:45 – 4:30 pm

Session: Learn strategies to navigate financial distress as a non-profit CCRC.

This session will explore the journey of a single-site CCRC facing financial distress and highlight the strategic initiatives implemented to improve financial health. Attendees will learn about the importance of stakeholder alignment and the cost of waiting, gaining insights into how to better position their organizations for financial recovery.

Learning Objectives:
• Understand single-site financial trends
• Learn about the education and alignment of stakeholders
• Recognize the cost of waiting and its impact on financial recovery

Attendees: Jimmy Rester, Nick Roberts

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2025 Methodist Ministries Network Annual Meeting 

HJ Sims is proud to be attending, sponsoring and speaking at the 2025 Methodist Ministries Network Annual Meeting

Speaking Sessions:

Date: May 6, 2025

Time: 10:15am-11:45am CT

*Aaron Rulnick, Managing Principal will be speaking on the topic below:

Session Title:

Board Governance: Best Practices to Maximize Governance Effectiveness

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Date: May 7, 2025

Time: 10:15am-11:45am CT

*Aaron Rulnick, Managing Principal, will be speaking on the topic below:

Session Title: A Call to Partner: Unlocking the Power of Innovative Collaboration

Attendees: Aaron Rulnick


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