2024 LeadingAge Oklahoma Fall Leadership Forum

HJ Sims is proud to be attending, exhibiting and speaking at the 2024 LeadingAge Oklahoma Fall Leadership Forum.

Nick Roberts, Vice President, HJ Sims will be speaking at the following sessions:

Date: September 26, 2024

Time: 12:15-12:45pm

Session Title:

  • “Senior Living Sector Trends”

Time: 1:15-2:15pm

Session Title:

  • “How do Senior Living Organizations Grow”? 
    • Synopsis:  Many senior living organizations have expressed a desire to expand how they accomplish their mission and the current landscape is presenting more opportunities than ever before to meet these goals.  This session will explore how organizations have sought to achieve their growth initiatives, as well as the rationale guiding the decision making and challenges experienced along the way.  In addition to specific case studies, the session will provide information regarding strategic planning, board governance, and capital structure to help attendees be best prepared to execute on their goals for growing their organizations.

Attendees: Nick Roberts

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2024 LeadingAge Ohio Annual Conference & Trade Show

HJ Sims is proud to be attending, exhibiting, sponsoring and speaking at the 2024 LeadingAge Ohio Annual Conference & Trade Show. Come see us at booth 93.

Lynn Daly, Executive Vice President, HJ Sims will be speaking at the following sessions:

Session Title:  Redefining the Middle Market: Creative Solutions to Expand Your Mission

Date: Tuesday, August 27th, 1:30 – 2:45ET

Session Number: 2E

Presenters:    Moderator & Presenter – Lynn Daly, HJ Sims

                        Featured Presenter: Laura Lamb – Episcopal Retirement Services

                        Featured Presenter: Megan Bradford – Episcopal Retirement Services

Session Title:  Mission Critical: Strategic Innovation to Stay on Course

Date: Thursday, August 29th, 8:30- 9:45ET

Session Number: 8B

Presenters:    Moderator & Presenter – Lynn Daly, HJ Sims

                        Featured Presenter: Beverly Asper, Baker Tilly

                        Featured Presenter: Max Winters, RLPS Architects

Attendees: Jim Bodine, Lynn Daly

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2024 UAPCS Charter School Conference

John Koene

Managing Director

Fairfield, CT
Red Bank, NJ
(732) 590-0533  direct line

  • Financial Professional and Branch Manager holding series 7, 24, 63 licenses

“When life gives you lemons, make lemonade.”

John joins HJ Sims as Managing Director, leading an esteemed team of private client financial professionals for the northeast complex, including the Fairfield, CT and Red Bank, New Jersey offices. A highly respected leader, John attributes his leadership skills to his diverse past experiences as a business owner and entrepreneur. John attended University of North Carolina, Greensboro, seeking a degree in business. Following a life-altering medical accident, John instead pursued a series of independent business ventures. At age 22, John opened his own fresh-squeezed lemonade store on the boardwalk in Ocean City, Maryland, kick starting his involvement as a small business owner in the restaurant, jewelry (and even Christmas tree farm) industry.

John has more than a decade of experience in the financial industry holding roles as Assistant Manager and Senior Vice President/Branch Manager. Prior to his financial industry career, John worked in the retail and wholesale mortgage industries, serving in various sales and executive managerial positions, including Regional Sales Manager.

John meets each challenge, finding the positive, in order to create opportunity for his clients. You can take it from John—he literally took lemons and made a lemonade business!

John lives with his wife, Pam, in Brielle, NJ, along with their three daughters, Autumn, Hope, and Isabelle.

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