LeadingAge Michigan Annual Leadership Institute

HJ Sims will be there – We look forward to connecting at the LeadingAge Michigan Annual Leadership Institute.

General Session

Session Title: Senior Living Change and Growth – Future Ready

Session Date & Time: Thursday, August 11, 2022 at 10:15 am

In light of the undeniable demographic projections and increased regulatory scrutiny within the senior living industry, providers cannot stand still. Change and growth is a constant. This session provides opportunities for attendees to synthesize this information to understand best practices for moving forward with change and growth. One of learning objectives for this presentation will be how existing / traditional Life Plan Communities can transform themselves to meet new or changing markets while staying true to their mission.

Featured Speaker:

REQUEST INFORMATION ABOUT THIS PRESENTATION

As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.

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LeadingAge Florida 59th Annual Convention & Expo

Momentum.

We look forward to connecting at the LeadingAge Florida Convention & Expo.

Educational Session: Senior Living – Future Ready!

Session Date & Time: Thursday, July 21, 1:30- 2:30 pm.

Development, financial, marketing and design professionals will share strategies for responding to evolving changes in senior living.

Explore projected census/demographics and examine how the pandemic will impact those projections for years to come. See how major economic disruptors like labor shortages and soaring home prices will impact senior living communities and their consumers – and how they can rise to meet the future!

Presenters discuss new models of senior living that are starting to challenge traditional communities and explore how these organizations meet consumer expectations by doing more with less though service flexibility and qualitative vs. quantitative experience. Attendees will discover how small ‘design moments’ rooted in a community’s story have a greater impact than grandiose trimmings.

See examples of how a community can tell their story through thoughtful design, branding and messaging. Explore marketing strategies that spark the imagination of future consumers by making them part of that story.

Learning Objectives:

• Learn leading edge projections that will impact the future of senior living.
• Learn about emerging models of senior living and how to develop reality-based projects to stay competitive.
• Learn strategies for successful marketing and brand evolution through storytelling.

Sponsorship:

HJ Sims is proud to be the Mobile App Push Notification & Name Badge sponsor for LeadingAge Florida.

Visit our HJ Sims team at booth #605 on the EXPO Floor, and start a conversation today.

Featured Speakers:

  • Tom Bowden, Senior Vice President, HJ Sims
  • Hoppy Sell, President, Tandem Senior Living Advisors
  • Dana Wollschlager, Partner, Practice Leaders, Plante Moran Living Forward
  • Margaret Yu, Director of Client Experience, RLPS Architects

Attending: 

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As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.

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NC Association of Public Charter Schools 2022 Conference

The North Carolina Association for Public Charter Schools proudly presents the 2022 North Carolina Charter Schools Conference Rock the Boat in Wilmington, NC! This theme is inspired by the rich maritime history of coastal North Carolina as well as NC charter schools’ legacy of innovation and exploration. Throughout the conference we will encourage teachers, administrators, board members, and businesses to aspire to going beyond the status quo, and instead, “shake things up” in their respective roles. As each of us strives for excellence, our state charter school sector improves as a whole!

Sponsorship:

HJ Sims is proud to be a Coffee & Snack/Schooner Sponsor for NCAPCS Conference.

Visit our HJ Sims team at booth #10 on the EXPO Floor. 

Attending:

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As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.

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2022 National Charter Schools Conference

HJ Sims is proud to sponsor the National Charter School Conference.

The National Charter Schools Conference (NCSC) by the National Alliance for Public Charter Schools is where the movement meets as the largest national gathering of educators, advocates, and leaders in the charter community. It is where you connect with people, resources, and expertise that empowers and inspires your work. With nationally recognized experts, content curated specially for the sector, and a focus on collaboration, NCSC offers the best learning experience for those shaping K-12 education.

Visit our team at booth #616.

Attending:

REQUEST INFORMATION

Cocktail Reception hosted by HJ Sims & EPIC Insurance Brokers

View the photos from the Cocktail Reception at the 2022 National Charter School Conference.

Click on each album to view all photos.

HJ Sims Announces 1st Annual Private Wealth Management Summit

The HJ Sims Private Wealth Management Group is pleased to announce our first annual Private Wealth Management Summit. The internal Summit will be hosted on May 31st through June 3rd at The Boca Raton resort in Boca Raton, FL, a short drive from HJ Sims’ Boca Raton office. The theme of this year’s Summit is alternative investments, a hot topic in private wealth management.

The Summit is an opportunity for HJ Sims financial professionals to gather for education, collaboration, inspiration and a little fun under the sun. As we continue to grow, it is important for advisors to stay on top of the pulse in the industry so they can share their knowledge and provide clients with their best service.

Alternative investments are any financial asset that does not fall into one of the conventional investment categories, such as stocks, bonds and cash. Alternative investments include real estate, private equity, hedge funds, venture capital and collectibles.

Our three-day Summit will feature education sessions on products, solutions and technology advancements from leaders in the alternative investment space. 

Thank you to our 2022 Summit sponsors!

Sponsor-Apollo
Sponsor-PCS
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Sponsor-First-Trust
Sponsor-Glide
Sponsor-Insperex
Navy NexPoint Logo (3) (1)
Sponsor-One-Oak-Capital-Management
BlueRock-logo
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The information contained herein is subject to change without notice. Under no circumstances shall this constitute an offer to sell or solicitation of an offer to buy. Investments involve risk including the possible loss of principal. HJ Sims is a member of FINRA and SIPC, and is not affiliated with The Boca Raton, NexPoint, InspereX, First Trust, Capital Square, One Oak, Glide Capital, Apollo, Blue Rock, WhiteHawk Energy or PCS.

LeadingAge PA 2022 Annual Conference

The LeadingAge PA Annual Conference brings together all of the key leaders in Pennsylvania senior services, professionals supporting our long-term care communities, and hundreds of esteemed business partners. HJ Sims is excited to join the LeadingAge PA organization and see everyone in person once again at Hershey Lodge in 2022!

 

Sponsorship:

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

Visit our HJ Sims team at booth #24 on the EXPO Floor. 

Attending:

START A CONVERSATION

As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.

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LeadingAge VA 2022 Annual Conference & Expo

Momentum.

We look forward to connecting at the LeadingAge Virginia Conference & Expo.

Sponsorship:

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

Exhibiting:

Visit the HJ Sims booth #208 on the EXPO Floor, and start a conversation today. 

Education Session: Opportunity is Knocking

Session Date & Time: Thursday, June 16, from 11:15am until 12:15pm

Session Description:

Hear how two high-functioning multi-sites, Goodwin Living and LifeSpire of Virginia, address their approach to growth strategy and implementation through a variety of means, including expansion, acquisition, disposition, and diversification of revenue streams, among others. This session will utilize case studies from both organizations and be led by executives from each. Objectives of this session include understanding how governance and organizational structure can help or hinder the ability to capitalize on opportunities; understanding how to be thoughtful and efficient at the same time; and learning how a board can organize and evaluate multiple opportunities, establish priorities, and drive organizational progress.

Featured Speakers:

  • Tom Bowden, Senior Vice President, HJ Sims
  • Jonathan Cook, LifeSpire of Virginia
  • Lindsay Hutter, Goodwin Living

Attending:

REQUEST INFORMATION ON THIS PRESENTATION

As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.

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ASHA 2022 Mid-Year Meeting

The American Seniors Housing Association (ASHA) is at the forefront of advancing the interests of executives engaged in the development, ownership, operations and financing of seniors housing. They are the premier source for research, conferences and advocacy, and our commitment to excellence makes us an outstanding investment for busy executives. 

We look forward to connecting at the meeting.

Attending:

REQUEST INFORMATION ON THIS PRESENTATION

As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.

Learn More

LeadingAge MA 2022 Annual Exhibition

Momentum.

We look forward to connecting at the LeadingAge Massachusetts Exhibition.

Sponsorship:

HJ Sims is proud to be a Gold sponsor for LeadingAge Massachusetts. 

Visit the HJ Sims booth on the EXPO Floor, and start a conversation today. 

Attending:

REQUEST INFORMATION ON THIS PRESENTATION

As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.

Learn More

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.
Learn more and Register

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
Learn more and Register

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
Learn more and Register

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
Learn more and Register

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.

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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
REGISTER NOW
REQUEST INFORMATION ON THIS PRESENTATION

As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.

Learn More

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:

START A CONVERSATION

As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.

Learn More

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:

Attending:

Start a Conversation

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: 

  1. 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.
  2. Existing / traditional Life Plan Communities can transform themselves to meet new or changing markets while staying true to their mission.
  3. 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
START A CONVERSATION

As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.

Learn More

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: 

  1. Identify common issues experienced by not-for-profit senior services boards and best approaches to avoidance/correction and solutions
  2. Understand the responsibilities of board members and their role in determining the strategic direction of the organization
  3. Gain tools for adjusting to change and spearheading innovation following the organization’s vision and mission
  4. Develop solutions around board “tension areas”

Featured Speaker:

Start a Conversation

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: 

  1. Learn the twelve principles of governance
    that power exceptional boards and how
    they can be applied to an organization
  2. Gain an understanding of how to shift the
    board from crisis management back to
    strategic planning
  3. 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!

Session Date & Time: Wednesday, May 18, 4:00-5:00 pm.
 

Learning Objectives: 

  1. Learn how to engage in a strategic planning
    process and apply outcomes to successful
    community re-positioning
  2. Discover how to leverage current and
    emerging demographic and financial
    statistics to strengthen the financial future
    of senior living communities
  3. Learn how to apply new design trends
    in senior living to both large and
    small-scale projects

Featured Speaker:

Start a Conversation