LeadingAge IL Senior Living Conference

Education Session: COVID-19 Independent Living Sentiment Survey Results

Learning Objectives:

  • Analyze results from the Senior Living COVID-19 Sentiment Survey, where more than 25,000 independent living residents, prospects/waitlist members, and staff shared their feelings about living through the pandemic, how they felt about living in a community vs. staying in their own home, and how staff felt about serving during this crisis
  • Share critical take-aways from the survey results and how to adjust for the next wave of COVID-19 coupled with the seasonal flu
  • Explore next steps for educating the industry about the value proposition provided by the senior living industry and how providers can use the survey results to convert prospective residents to residents

Speakers: Lynn Daly, Exeuctive Vice President, HJ Sims; Dana Wollschlager, Partner & Practice Leader, Plante Moran

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LeadingAge VA and NC Finance Symposium

Attendance: Tom Bowden

Education Session: Post-COVID Financing Markets and Trends

Learning Objectives:

  • Evolution of senior living financing markets through the COVID era
  • Refinancing strategies to help save margin
  • Creditor collaboration guidance during deterioration

Speakers: Tom Bowden, Vice President, HJ Sims; Samantha Howard, Senior Vice President, Pinnacle

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Arizona LeadingAge Annual Conference & Expo

Attendance: Jimmy Rester, Aaron Rulnick

Education Session: Best Practices in Board Governance (Breakout Session 08), Recorded session
This session will provide information on best practices related to board governance and how it impacts your organization.

Learning Objectives:

  • Focus on key governing issues
  • Review the correlation between strong governance and organizational strength
  • Describing “Financial Foot Faults” and contrasts in governance
  • Target: CEO/Administrator, CFO/Finance, Trustees

Speakers: Aaron Rulnick, Managing Principal, HJ Sims; James Rester, Senior Vice President, HJ Sims

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LeadingAge Georgia & South Carolina Joint Annual Conference

Attendance: Tom Bowden, Aaron Rulnick

Virtual Exhibitor

Conference Sponsor

Education Session: Bridging the Chasm: Developing and Operating Moderately Priced Age-Restricted Housing 

Learning Objectives:

  • Define the middle market and explore the opportunities and challenges associated with developing product to serve this market
  • Identify critical development levers, with a deeper dive into financing and design strategies
  • Observe certain themes that occur consistently in successful middle market developments

Speakers: Tom Bowden, Vice President, HJ Sims and David Buckshorn, CEO, Wesley Commons​

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LeadingAge MD 2020 Annual Conference

​Attendance: Melissa Messina, Aaron Rulnick

Virtual Exhibitor

Conference Sponsor

Education Sessions:

Moderate Income Senior Living: A Case Study;

Unlocking Potential – A realistic guide to reinventing your community;

2020 Housing: Innovative Design and Financial Models for Independent Living

LeadingAge FL 2020 Annual Convention & Exposition

Attendance: Tom Bowden, Melissa Messina, Kerry Moynihan

Virtual Exhibitor

Gold Sponsorship

Education Session: Board Engagement: Scenarios of Strong Fiscal Governance
This session will provide information on best practices related to board governance and how it impacts your organization.

Learning Objectives:

  • Review the qualities of strong board governance and identify opportunities to bolster an organization’s current board
  • Identify the ways in which strong board governance fuels the  financial strength of an organization
  • Contrast the tales of two organizations and how their Boards’ decisions greatly impacted the ultimate standing of each organization

Speakers: Melissa Messina, Senior Vice President, HJ Sims and Wesley E. Finch, Founder and Chairman of The Finch Group and the current Treasurer of the Board of Managers of Toby & Leon Cooperman Sinai Residences of Boca Raton

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