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:
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.
Visit HJ Sims at our exhibiting table in the lobby of The DeSoto Hotel. Start a conversation today.
HJ Sims is proud to to be a Wesley sponsor of the United Methodist Association of Health and Welfare Ministries.
Session Date & Time: Tuesday, April 26, 10:15 – 11:45am
Track: Finance and Operations, Governance and Leadership.
Learning Objectives:
Featured Speakers:
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We look forward to connecting at the LeadingAge Georgia conference and EXPO.
HJ Sims is proud to sponsor the Georgia Institute on Aging and LeadingAge Georgia.
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:
Featured Speaker:
Contacts:
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.
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:
Attendance:
2022 Annual Conference & EXPO
HJ Sims is proud to be a partner and Bronze Sponsor of LeadingAge Maine and New Hampshire.
Visit the HJ Sims booth on the EXPO Floor, and start a conversation today.
Attendance:
A reinvented way of exhibiting – Visit us at table #20.
HJ Sims is proud to sponsor AJAS, and an Evening with Doris Kearns Goodwin. Doris Kearns Goodwin, is a presidential historian and Pulitzer Prize-winning author, who is poised to offer her insights on leadership.
Session Date & Time: Monday, April 4, 10:00 – 10:45am
Session Description: Many Jewish Senior Living Communities have long, successful histories of serving seniors, particular as relates to providing skilled nursing care. In many markets, Jewish Senior Living Communities are viewed as providing the highest level of care in their markets, attracting as many or more non-Jewish residents as Jewish residents. But with aging physical plants, changing reimbursement systems and changing consumer preferences, organizations are facing declining margins and the need for enhanced fund raising to deal with on-going operating deficits. Looking to the future, what are the key metrics and options senior leadership of Jewish Senior Living Organizations should focus on?
Featured Speakers:
Session Date & Time: Monday, April 4, 4:00 – 6:00pm
Session Description: Learn how innovative boards and senior leadership are utilizing strategic partnerships, non-traditional affiliations and new approaches to growth and sustainability. As long term care utilization is continuing to decline and reimbursement is continuing to shrink the financial gaps growth where communities can no longer fundraise their way out of it. The program will review new programs, services and affiliations designed to capture younger consumers, broaden your organization’s reach and enable your communities to be self-sustaining.
Featured Speakers:
Contacts:
2022 California Charter Schools Conference
The California Charter Schools Conference is the state’s premiere charter event and delivers three days of inspirational keynotes and critical sessions with turnkey tools and strategies for educators, school leaders, and advocates. HJ Sims will be there – start a conversation with one of our expert team members specializing in structuring and underwriting charter school and education financings.
HJ Sims is proud to support the CCSA as one of the Welcome Reception sponsors.
Attendance:
MHS’s Mennonite Health Assembly
HJ Sims is proud to be an MHS Supporter Sponsor.
Thought Leadership and Educational Session:
The Power of Innovative Senior Services Boards
Session Date & Time: Friday, March 25, 2:30 – 3:30 pm
Session Description: Not-for-profit senior living management teams expect their boards to be forward-thinking, strategic and innovative. Innovation at the board level is a function of various elements, including a defined strategic direction and best practices in place. So, what does an effective board look like? What are some tools boards can use to remain focused on their organizations’ mission? ? Does the board or management create the strategic plan?
Join Baker Tilly and HJ Sims, together with the Board Chair and Chief Operating Officer of Landis Communities, for an informative an interactive discussion that will explore elements of an innovative board although anyone is welcome.
Featured Speakers:
Contacts:
2022 Leadership Summit
Leaders and c-suite level executives in aging services gather together and network to gain insight, explore ideas, collaborate with peers, and influence the nation’s decision makers. 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:
National Association of Bond Lawyers: NABL U The Institute
Thought Leadership and Educational Session:
Hot Topics in Disclosures for 501(c)(3) Borrowers
Session Date & Time: Thursday, March 3, 5:00 – 6:15pm ET
This panel will cover hot topics in disclosure for 501(c)(3) borrowers in the following sectors: health care, senior living, housing, and higher education. Disclosure considerations unique to each sector will be discussed as well as topics that apply to all such as bank loan disclosure, recent SEC risk factor guidance, cybersecurity, climate change, and LIBOR. Disclosure considerations concerning taxable 501(c)(3) bonds will also be discussed along with the particular considerations in connection with ongoing disclosure, foreign legends and tax disclosure.
Featured Speakers:
Contacts:
Education Series:
Governance Webinar Series: 4-part series addressing today’s most pressing governance topics.
Series Description: HJ Sims is sponsoring this series of comprehensive virtual content geared directly toward the Governance of senior living providers. Targeting board members, leadership teams and those new to these roles, but a benefit to all leaders in our field, the sessions will tap the intellectual capital of industry experts from governance, law, finance, development, and strategic planning. The 2022 series will offer a more in-depth look at how Board Members should play an active part in a community’s strategic planning, culture development, and more.
This webinar series is held in conjunction with LeadingAge Maine/New Hampshire, LeadingAge Virginia, Plante Moran Living Forward, and United Methodist Association.
Individual Session Details:
Navigating Strategic Planning
Strategic Planning Hot Topics
Governance Through Transitions
Cultivating Diversity in Nonprofit Board Rooms
2022 Conference & EXPO
A unique opportunity to engage in direct discussions with financial institutions and thought-leaders focused on the evolving market shift. HJ Sims will be there – start a conversation with one of our expert private lending team members.
HJ Sims is proud to be an eCap Gold Sponsor.
Attendance:
2022 Annual Meeting
The meeting features a captivating keynote presentation, engaging educational sessions, numerous networking opportunities and outdoors activities. HJ Sims will be there – start a conversation with one of our expert private lending team members.
Contact:
HJ Sims is excited to be able to attend the NABL U The Workshop virtually.
Contact:
HJ Sims is proud to be able to present in a special webinar for LeadingAge Maryland providing a legislative update and to deliver several case studies of communities that have utilized tools to create cash flow during the COVID-19 pandemic.
Webinar Date & Time: Wednesday, October 13, 2021 from 2:00 p.m.
Thought Leadership and Educational Session:
Creative Refinancing Structures for Cash Flow and Tax-Exempt Advance Refunding Legislative Update
Since the elimination of tax-exempt advance refundings in the 2017 Tax Cuts and Jobs Act, communities have had to find creative ways to refinance existing debt in a historic low interest rate environment, including taxable advance refundings, Cinderella refinancings, and forward placements. This session will cover case studies of communities that have utilized these tools to create cash flow during the COVID-19 pandemic and will also cover updates on the legislation winding its way through Congress that would reinstate tax-exempt advance refundings.
Featured Speaker:
Contact or for more information on this presentation:
HJ Sims is proud to attend, exhibit, sponsor and present during the LeadingAge Annual Meeting.
Visit us at Booth #1923.
33-A. Cultivating Board Innovation and Strategic Thinking
Session Date & Time: Sunday, October 24, 2021 from 3:00pm to 4:00pm
Track A | Room: TBD
Session Description:
Non-profit senior living management teams expect their boards to be forward-thinking, strategic, and innovative, while instilling these same attributes throughout the organizations they serve. This session will feature tools that boards can use to remain focused on their organization’s mission, respond to unexpected changes, and carry out strategic planning. A provider of aging services and board chair, and representatives of two professional services firms, will define board member responsibilities, outline ways to foster innovation and strategic thinking at the board level, and present strategies to help boards remain effective while adapting to change and disruption.
Learning Objectives:
Featured Speakers:
57-F. Why Single-Site Life Plan Communities Continue to Thrive
Session Date & Time: Tuesday, October 26, 2021 from 3:00pm to 4:00pm
Track F | Room: Thomas B. Murphy Ballroom 1
Session Description:
In a market expected to continue to be active with merger, acquisition, and affiliation opportunities, particularly as communities begin to emerge from the COVID-19 pandemic, how have single-site life plan communities historically fared relative to larger organizations, and what might the future viability of single-site life plan communities look like in the near-term and long-term futures? The proposed session will be split into two sections. The first section will be higher level, and discuss several of the typical goals organizations have sought to accomplish with M&A activities, which are often necessitated by an adverse outside force, and may not align with the strategic planning or mission of many single-site organizations. Using several single-site LPCs as examples, the session will review important factors as to their historical and long-term future success, including leadership and governance, mission-driven goals, and approach to strategic planning. In addition, we will review several qualitative and quantitative commonalities that high-performing single-site LPCs tend to share. The section will conclude with commentary around the COVID-19 pandemic recovery to date, and what long-term effects we may see with respect the industry and issues specific to single-site LPCs.
The second section of the proposed session will be an in-depth review of Lenbrook, a single-site LPC located moments from the conference in Buckhead, and will discuss their experience as the premier senior living provider in the area. In particular, an assessment of the key factors from an operational, financial, and leadership perspective that have converged and allowed Lenbrook to cultivate its unparalleled reputation for resident service and to thrive from a financial perspective, including commentary around advantages Lenbrook has relative to larger, multi-site organizations. In addition, instead of conveying the fruits of those successes to a parent organization, Lenbrook will discuss how they have been able to leverage its successes to continue improving its ability to respond to the needs of its current and future residents, with the recent acquisition of a home health agency as well as the Kingsboro at Lenbrook expansion project.
Learning Objectives:
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We are thrilled that Bill Sims, Managing Principal, will be inducted into the Class of 2021 Continuing Care Hall of Fame. He joins fellow inductees John Diffey, Larry Minnix and Mary Alice Ryan in this prestigious honor.
When: Sunday, October 24, 2021 from 6:30pm to 8:00pm
Where: Georgia Aquarium, Oceans Ballroom, Ivan Allen Jr Boulevard NW, Atlanta
For more information, please visit http://cchalloffame.org/.
This year’s LeadingAge Annual Meeting + EXPO marks an important milestone for our industry and the LeadingAge family. While we enjoy connecting with our colleagues and friends during our HJ Sims cocktail reception, this year with deep regret, we have made the difficult decision to cancel our annual reception out of an abundance of caution, continued concerns around COVID-19 and the gathering of a large crowd in a confined space.
In place of our cocktail reception, we are planning other ways for our banking team to connect and gather through numerous, smaller hosted events.
This brunch is by invitation only, and registration is required. For further information, please contact Sonia Carrero.
We are honored to welcome Kim as she shares her thoughts and perspective on her professional journey.
Kim Hoppe joined Porter Hills Retirement Communities in May 2016, serving as the Vice President of Finance. She was promoted to the Senior Vice President of Corporate & Financial Services position and since 2019 now serves as the CFO of both Porter Hills and United Methodist Retirement Community. She has a Bachelor of Business Administration in Accounting from Western Michigan University and is a Certified Public Accountant. Kim has more than 20 years of experience with Senior Living/Non-Profit Auditing & Consulting, Medicare & Medicaid reimbursement team leadership and development, financial operations, project management, strategic planning and business development. Kim began her career at Plante Moran and spent 16 years serving senior care clients.
Kim has also held positions with Walmart and Sam’s Club in the areas of both finance and accounting. She has served on various boards in the past including the Northwest Arkansas YMCA, Smiles for a Lifetime and is founding member of Inforum. Kim has also been involved in and presented at various industry associations, including Aging Services of Michigan, Leading Age, Health Care Association of Michigan (HCAM), Michigan County Medical Care Facilities Council and Michigan Association of Certified Public Accountants (MACPA).
In her spare time, Kim enjoys yoga and meditation and just recently completed her 200-hour certification to be a yoga instructor.
2021 Fall Finance Conference
HJ Sims is proud to be able to attend, exhibit, sponsor and present at the fall conference.
Stop by and say hello!
Thought Leadership and Educational Session:
Extending Housing and Services to the Middle Market
Session Date & Time: Friday, October 14, 2021 from 1:00 p.m. to 2:00 p.m
Room: TBD
Senior Living Organizations face a heightened cross-current of conditions, combining factors stemming from the pandemic coupled with longer-term trends, many of which accelerated by the crisis – including factors impacting marketing and sales, staffing and operations and financial performance and position. With a return to a (new) normal, shaped by perspective gained throughout the course of the pandemic, this Session will review the current state of the senior living sector, impact on operating and financial performance and, as importantly, implications for continued mission fulfillment and growth in not-for-profit senior living organizations going into 2022 and beyond.
Demand for senior living services is rebounding, albeit with some twists; accordingly, topics to be considered include:
With the return to more normalized resident demand, senior living growth strategies are once again of critical focus, with implications for the composition of senior living campuses and services – topics of consideration include:
Finally, the availability, cost and terms of financing and financing strategies remain of utmost importance, both with regard to the senior living organization’s existing capital structure as well as in funding new capital investment. Capital is widely available and interest rates at multi-decade historic lows – presenting unprecedented opportunities for refinancing as well funding of new growth opportunities.
HJ Sims, with its comprehensive focus on the senior living sector through the provision of financing and advisory services to both Not-for-Profit and For-Profit sponsors over the past 50+ years, offers a well-informed and reasoned insight on the current state of the senior living sector. This Session will include participation from several members of the Sims team including senior living and capital markets research as well as both not-for-profit and for-profit investment banking. These industry veterans draw on industry and market data as well as client case studies to highlight current conditions and future trends.
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Featured Speakers:
Contacts:
HJ Sims is proud to be able to attend the 2021 Annual Meeting/Conference.
Contacts:
2021 Conference
HJ Sims is proud to be able to attend, exhibit, sponsor and present at the annual conference.
Visit us at Booth #57.
Session Date & Time: Monday, September 27, 2021 from 4:15 pm – 5:15 pm
Room: Senator Vandenberg Room A in the Amway Grand Plaza Hotel
Thought Leadership and Educational Session:
The Power of an Innovative Senior Services Board
Not-for-profit senior living management expect their boards to be forward-thinking, strategic and innovative. Innovation at the board level is a function of various elements, including when there is a defined strategic direction and best practices. So, what does an effective board look like? What are some tools boards can use to remain focused on their organizations’ mission? Does the board or management create the strategic plan? This discussion is designed to create an atmosphere for executive management and board members to gain insights into best practices in their journey towards innovation and strategic thinking.
Learning Objectives:
Featured Speakers:
Contact:
2021 Joint Annual Conference on Aging & Trade Show
HJ Sims is proud to be able to attend, exhibit and sponsor at the conference.
Visit us at our Booth.
Contacts: