LeadingAge OH September Governance Webinar Series
Thursdays in September from 11am – 12pm ET
Help Your Board Hit the Governance Bullseye
LeadingAge Ohio and HJ Sims invite you to join this exciting webinar series with your board members as HJ Sims provides a series of comprehensive virtual content geared directly toward the governance of senior living providers. The series will benefit all leaders in our field, especially board members, leadership teams and those new to these roles. Each session will tap the intellectual capital of industry experts from governance, law, finance, development, and strategic planning. Invite your board members and plan to attend the entire series for maximum impact!
We look forward to connecting at the LeadingAge Ohio Webinar Series.
Session One: Role of The Board
Session Date & Time: Thursday, September 8, 11:00 am – 12:00 pm ET.
Session Description: This session will highlight the unique roles of the board and management, how they partner to enhance organizational performance, and leading practices that help them in this journey.
Session Panelists:
- Moderator: Lynn Daly, Executive Vice President, HJ Sims
- Moderator: Jim Bodine, Executive Vice President, HJ Sims
- Chris McNiven, President & Opportunity Architect, Aspire Consulting Partners, Inc.
- Joan Lampe, Transformation Agent & Strategic Implementer, Aspire Consulting Partners, Inc.
Session Two: Legal Responsibilities of Boards ***Rescheduled***
Session Date & Time: Thursday, October 6, 11:00 am – 12:00 pm ET.
Session Description: This session will address the legal responsibilities of boards which include accepting and encouraging the need to keep moving, rejecting paralysis, fighting the resistance to hunker down, maintaining board recruitment and educational efforts, as well as CEO succession planning and recruitment.
Session Panelists:
- Moderator: Lynn Daly, Executive Vice President, HJ Sims
- Moderator: Jim Bodine, Executive Vice President, HJ Sims
- Presenter: Lisa C. Keenan, Principal, Miles & Stockbridge
Session Three: A Board’s Role in Mergers & Acquisitions, Strategic Affiliations and Sponsorship Transitions
Session Date & Time: Thursday, September 22, 11:00 am – 12:00 pm ET.
Session Description: This session provides insight into mergers, acquisitions and divestitures, affiliations and sponsorship transitions such as board preparedness and alignment in priorities when considering these strategic activities.
Session Panelists:
- Moderator: Lynn Daly, Executive Vice President, HJ Sims
- Moderator: Jim Bodine, Executive Vice President, HJ Sims
- Presenter: Doug Helman, Executive Director, Otterbein Granville SeniorLife Community
- Presenter: Molly Ingold, Board Chair, Otterbein Granville Board
- Presenter: Pam Richmond, Chief Strategy Officer, Otterbein
Session Four: Governing During Challenging Times
Session Date & Time: Thursday, September 29, 11:00 am – 12:00 pm ET.
Session Description: In this session, a panel of CEO’s will share best practices and lessons learned in governing during difficult and challenging times.
Session Panelists:
- Moderator: Lynn Daly, Executive Vice President, HJ Sims
- Moderator: Jim Bodine, Executive Vice President, HJ Sims
- Presenter: Rev. Kenneth Daniel, President/CEO, United Church Homes
- Presenter: Brett Kirkpatrick, President & CEO, Community First Solutions
Continuing Education for Each Session:
1.0 clock hour will be awarded upon successful completion. Pending BELTSS approval.
1.2 CPE hours will be awarded upon successful completion.
This program has been approved for Continuing Education for 1.0 total participant hours per session by NAB/NCERS—Approval #20230907-1-A86350-DL (Session 1), #20230914-1-A86374-DL (Session 2), #20230914-1-A86374-DL (Session 3), #20230928-1-A86376-DL (Session 4).
Criteria for successful completion: Attendance at entire event and submission of completed evaluation form.
LeadingAge Ohio is an approved provider by the Board of Executives of Long Term Services and Supports. Core of knowledge subject areas: Finance; Leadership and Management.
As stated in the Ohio Administrative Code Rule 4723-14-05, education that has been approved by a board or an agency that regulates a health care profession in Ohio or another jurisdiction is an acceptable option to meet nursing continuing education requirements.
LeadingAge Ohio is an approved CPE Sponsor from the Accountancy Board of Ohio, CPE.379, expiration date: 5.31.2023.
LeadingAge NJ & DE 2022 Annual Meeting & Expo
Momentum.
We look forward to connecting at the LeadingAge New Jersey & Delaware Conference & Expo.
Attending:
- Jim Bodine, Executive Vice President, HJ Sims
- Joe Windels, Senior Consultant, Sims Mortgage Funding
2022 LeadingAge CT Expo
Momentum.
We look forward to connecting at the LeadingAge Connecticut Conference & Expo.
Visit the HJ Sims at booth #39 on the EXPO Floor, and start a conversation today.
Attending:
- Andrew Nesi, Executive Vice President, HJ Sims
- Joe Windels, Senior Consultant, Sims Mortgage Funding
2022 CARF Accreditation Matters Webinar
Accreditation Matters: Insights from the newly updated Consumer Guide to Life Plan Communities
Join CARF and publication partners Herbert J. Sims & Co., Inc. and RKL, LLP for a free webinar highlighting the guide.
Description:
For CCRCs/life plan communities (LPCs), accreditation reflects the community’s voluntary commitment to quality, which involves a substantial investment of time and energy. Learn how to communicate this important achievement and what it means to current and prospective residents, their families, your team members, and others. Join CARF, along with our publication partners, RKL and H.J. Sims, for a presentation on the newly updated Consumer Guide to Life Plan Communities: Quality and Financial Viability and gain valuable tips for leveraging your investment in accreditation.
Time: 3:00 – 4:30PM ET
Presenters:
- James Bodine, Executive Vice President, HJ Sims
- Jeffery Boland, Partner, Senior Living Services Consulting Group, RKL, LLP
- John Jenkins, Resident of Frasier, a CARF-accredited CCRC in Boulder, CO
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
LeadingAge Arizona 2022 Annual Conference & Expo
Momentum.
We look forward to connecting at the LeadingAge Arizona Conference & Expo.
Sponsorship:
HJ Sims is proud to be a Silver Sponsor for LeadingAge Arizona.
Visit the HJ Sims booth on the EXPO Floor, and start a conversation today.
Attendance:
- James Rester, Executive Vice President
- Ryan Snow, Assistant Vice President
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
LeadingAge NY 2022 Annual Conference & Expo
We look forward to connecting at the LeadingAge New York Conference & Expo.
Visit HJ Sims at booth #49 on the EXPO Floor, and start a conversation today.
Sponsorship:
HJ Sims is proud to be a Gold Sponsor for LeadingAge New York.
Educational Session: The Senior Living Industry and Capital Markets Today and Tomorrow
Session Date & Time: Wednesday, May 25, 9:00 – 10:00 am (ET)
Session Description:
Two senior bankers at HJ Sims will discuss efficient and innovative ways to finance development, acquisitions and expansions – including a review of HJ Sims’ most compelling recent financings. Learning Objectives: Bankers will provide an overview of the current financing environment and its impact on financing structures and capital availability. Learn about the latest financing programs available to provide financing for senior living organizations’ growth needs. Discover the most efficient and affordable ways to refinance debt, finance development, and fund acquisition and growth opportunities today and in the near future. Review case studies of innovative approaches to accessing capital.
Featured Speakers:
- Jim Bodine, Executive Vice President
- Andrew Nesi, Executive Vice President
Attending:
- Jim Bodine, Executive Vice President, HJ Sims
- Andrew Nesi, Executive Vice President, HJ Sims
- Kerrie Tomasiewicz, Executive Vice President, Sims Mortgage Funding
- Joe Windels, Senior Consultant, Sims Mortgage Funding
LeadingAge Texas 2022 Annual Conference & Solutions Expo
Momentum.
We look forward to connecting at the LeadingAge Texas conference & EXPO.
Visit the HJ Sims booth, #16, on the EXPO Floor, and start a conversation today.
Attendance:
- James Rester, Executive Vice President
- Nick Roberts, Vice President
- Ryan Snow, Assistant Vice President
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
LeadingAge Michigan 2022 Annual Conference
HJ Sims will be there – start a conversation with one of our expert not-for-profit team members specializing in structuring and underwriting senior living and long term care financings.
Educational Session: Senior Living Change and Growth – Future Ready!
Session Date & Time: Tuesday, May 24th, 4:15-5:15pm (ET)
Session Description:
Due to demographics and the eminent change our consumer demand as well as the increased challenges in dealing with Skilled Nursing and the shrinking work force – life plan communities must change and adapt to be successful and ‘future-ready.’
Presenters will discuss ways providers are changing to adapt to future needs. Hear from an architect, a marketing expert and a banker about examples on models of senior living that are already starting to challenge traditional communities. They will explore how communities can do more with less by offering service flexibility and focusing on qualitative vs. quantitative experience. Two Providers who are/have undergone significant change are Clark Retirement Communities, who merged into a larger NFP Senior Living System, while growing on their own campus, and Resthaven, who is in the process of building/opening two new campuses. Hear from the Providers how their changes adapt to their organization’s perceived needs for the future.
Learning Objectives:
- Discover how demographic projections and major economic disruptors like the pandemic, labor shortages and soaring home prices will impact senior living communities and their consumers for years to come, including how LPCs are doing more with less.
- Existing / traditional Life Plan Communities can transform themselves to meet new or changing markets while staying true to their mission.
- Learn from two real case studies, how Western Michigan providers have embraced change and growth to best prepare their organizations for the future. Understand their thought-process and their stake-holder’s (residents, staff, board’s) reaction to their bold changes.
Featured Speakers:
- Lynn Daly, Executive Vice President, HJ Sims
- Brian Pangle, CEO, Clark Retirement Communities
- Deedre Vriesman, CEO, Resthaven
- Hoppy Sell, Tandem
- Margaret Yu, RLPS
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
LeadingAge California 2022 Annual Conference & Expo
HJ Sims will be there – start a conversation with one of our expert not-for-profit team members specializing in structuring and underwriting senior living and long term care financings.
Educational Session: The Power of Innovative Senior Services Boards
Session Date & Time: Monday, May 16, 4:15-5:15 pm (PDT).
Session Description: Not-for-profit senior living management teams expect their boards to be forward-thinking, strategic, and innovative – enabling these same attributes within the organizations they serve. Innovation at the board level is a function of various elements – including when there is a defined strategic direction and best practices in place. What are the roles of the board? What does an effective board look like? What are some tools boards can use to remain focused on their organizations’ mission? How should boards respond when facing unexpected changes? Related to strategy, specifically: Is strategic thinking a strategy? Does the board or management create the strategic plan? Join us with board and executive management representatives of one or more senior services providers, for an informative discussion that will explore elements of an innovative board.
Learning Objectives:
- Identify common issues experienced by not-for-profit senior services boards and best approaches to avoidance/correction and solutions
- Understand the responsibilities of board members and their role in determining the strategic direction of the organization
- Gain tools for adjusting to change and spearheading innovation following the organization’s vision and mission
- Develop solutions around board “tension areas”
Featured Speaker:
- Lynn Daly, Executive Vice President
- Brady Johnson, Senior Vice President
LeadingAge Illinois 2022 Annual Meeting & Expo
Evolution.
We look forward to connecting at the LeadingAge Illinois Meeting & Expo.
Educational Session: The Power of Innovative Senior Services Boards
Session Date & Time: Wednesday, May 18, 10:30-11:30 am.
Learning Objectives:
- Learn the twelve principles of governance
that power exceptional boards and how
they can be applied to an organization - Gain an understanding of how to shift the
board from crisis management back to
strategic planning - Understand the roles and responsibilities of
post-pandemic governing boards and be
able to share that wisdom with a board
Educational Session: Navigating Turbulent Times: A Strategic Approach to Setting Your Community’s Course for the Future!
Learning Objectives:
- Learn how to engage in a strategic planning
process and apply outcomes to successful
community re-positioning - Discover how to leverage current and
emerging demographic and financial
statistics to strengthen the financial future
of senior living communities - Learn how to apply new design trends
in senior living to both large and
small-scale projects
Featured Speaker:
- Lynn Daly, Executive Vice President
LeadingAge MD 2022 Annual Conference
Momentum.
We look forward to connecting at the LeadingAge Maryland conference & EXPO.
Sponsorship:
HJ Sims is proud to be a Gold Sponsor for LeadingAge Maryland.
Visit the HJ Sims booth on the EXPO Floor, and start a conversation today.
Attendance:
- Melissa Messina, Executive Vice President & Associate General Counsel, Investment Banking
- Aaron Rulnick, Managing Principal, HJ Sims
- Brady Richardson, Assistant Vice President, HJ Sims
- David Saustad, Senior Associate, HJ Sims
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
2022 SC Public Charter School Alliance Leadership Summit
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.
Thought Leadership
Session Title: Charter School Board Development & Responsibility – Best Practices
Session Date & Time: Wednesday, April 27, 2022 at 3:15 pm
Learning Objectives:
- Learn the twelve principles of governance that power exceptional boards and how they can be applied to an organization
- Gain an understanding of how to shift the board from crisis management back to strategic planning
- Understand the roles and responsibilities of post-pandemic governing boards and be able to share that wisdom with a board
Featured Speaker:
- Richard Harmon, Executive Managing Director, Head of Public Finance Education, HJ Sims
Attendance:
- Richard Harmon, Executive Managing Director, Head of Public Finance Education, HJ Sims
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
Arkansas Charter Schools Conference 2022
2022 Annual Conference
The Arkansas Charter Schools Conference (ACSC) is an annual gathering for charter school leaders who bring important and diverse perspectives to K-12 education. Educators, advocates, and leaders are invited to attend in-person and share ideas about the future of education and how we can prepare all students to achieve their most ambitious dreams and plans. This will be an opportune time to collaborate with educators from around the state, hear from nationally recognized experts, and explore successful strategies together.
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:
- Robert Nickell, Executive Vice President, Public Finance Education
LeadingAge North Carolina 2022 Annual Conference
2022 Annual Conference
HJ Sims will be there – start a conversation with one of our expert not-for-profit team members specializing in structuring and underwriting senior living and long term care financings.
We are proud to be a Bronze Business Member of LeadingAge North Carolina.
Attendance:
- Thomas Bowden, Senior Vice President
PAHSA 2022 Spring Conference & 62nd Annual Meeting
Presbyterian Association of Homes & Services for the Aging
Senior living organizations have seen dramatic changes and tall challenges. How do we actively commit to diversity, equity, inclusion and justice within our organizations? How do we change the narrative and public understanding of senior living for the better? How can we gain strategic foresight to navigate and leverage forces influencing our mission?
Come stretch your mind and rejuvenate your spirit with your colleagues in ministry to older adults. We’ll engage these challenging topics and encourage each other within the fellowship of senior housing and services leaders.
HJ Sims will be there – start a conversation with one of our expert not-for-profit team members specializing in structuring and underwriting senior living and long term care financings.
Attendance:
- Aaron Rulnick, Managing Principal
- Melissa Messina, Executive Vice President & Associate General Counsel, Investment Banking
LeadingAge South Carolina Annual Conference 2022
2022 LeadingAge SC Annual Conference & Trade Show
HJ Sims will be there – start a conversation with one of our expert not-for-profit team members specializing in structuring and underwriting senior living and long term care financings.
Visit us in our exhibit booth at the trade show. We are proud to support LeadingAge South Carolina as a Diamond Sponsor.
Attendance:
- Tom Bowden, Senior Vice President
UMA 2022 Annual Meeting
Growing in Partnership.
Join peers across the country in examining UMA’s communities’ most pressing and emerging needs while deepening connections. Connect deeply, maximize learning and recalibrate as we move forward in an uncertain, yet promising, future.
Exhibiting:
Visit HJ Sims at our exhibiting table in the lobby of The DeSoto Hotel. Start a conversation today.
Sponsorship:
HJ Sims is proud to to be a Wesley sponsor of the United Methodist Association of Health and Welfare Ministries.
Thought Leadership
Educational Session: Developing and Operating Communities to Serve Middle-Income Seniors
Session Date & Time: Tuesday, April 26, 10:15 – 11:45am
Track: Finance and Operations, Governance and Leadership.
Learning Objectives:
- Evaluate capital strategies and disciplines needed to develop a moderate-income project.
- Determine the best financing methods and capital structures for these communities.
- Realize how changes to traditional business and pricing models help attract seniors and manage operating expenses.
Featured Speakers:
- Lynn Daly, Executive Vice President, HJ Sims
- Kevin Anderson, President & CEO, Wesley Homes
- David Buckhorn, President & CEO, Wesley Commons
Contacts:
- Aaron Rulnick, Managing Principal
- Lynn Daly, Executive Vice President
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
LeadingAge GA 2022 Annual Conference
Momentum.
We look forward to connecting at the LeadingAge Georgia conference and EXPO.
Sponsorship:
HJ Sims is proud to sponsor the Georgia Institute on Aging and LeadingAge Georgia.
Thought Leadership
Educational Session: HUD Refinancing Options for Senior Housing and Healthcare Communities
Session Date & Time: Wednesday, April 27, 10:15-11:15 am.
Session Description: This program will present a summary of HUD’s mortgage insurance programs for refinancing affordable senior housing and healthcare communities. Discussion topics will include situations that warrant a refinancing, key business issues to consider when refinancing, and an overview of HUD refinancing programs and the Interest Rate Reduction protocol.
Learning Objectives:
- Give participants a general understanding of HUD mortgage insurance programs that are available to refinance their communities.
- Provide case studies illustrating the effective use of the mortgage insurance programs.
Featured Speaker:
- Anthony Luzzi, President, Sims Mortgage Funding
Contacts:
- Tom Bowden, Senior Vice President, HJ Sims
- Anthony Luzzi, President, Sims Mortgage Funding
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
ASA 2022 On Aging Conference
2022 On Aging Conference
The theme of the 2022 Conference is Advancing Economic Security.
HJ Sims is proud to be a thought leader and present at On Aging, considered to be the nation’s largest multidisciplinary conference on aging.
Education Session:
Reaching a Diverse Middle Market through Innovative Engagement, Funding & Design Strategies
Session Description:
Explore programming, engagement, design and funding strategies to develop age-friendly, diverse, middle market housing. This session will delve into the formation of key strategic partnerships for successful community integration and inclusion. The panel will highlight housing strategies that address the key themes of Innovation and Social Impact, Economic Security and Justice and Equity.
Panelists:
- Lynn Daly, Executive Vice President, HJ Sims
- Evon Bergey, Vice President of Community Initiatives, Landis Communities
- Craig Kimmel, Partner, RLPS Architects
- Elizabeth Soto Albrecht, Diversity Consultant
Attendance:
- Lynn Daly, Executive Vice President