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
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Sponsor-One-Oak-Capital-Management
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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:

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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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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.

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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.

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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:

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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

LeadingAge MD 2022 Annual Conference

LeadingAge Maryland Logo

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:

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

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:

  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

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
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.

Learn More

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:

Start a Conversation

PAHSA 2022 Spring Conference & 62nd Annual Meeting

PAHSA Logo - Vertical

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:

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