2023 Women in Business Speaker Luncheon

Palm City Chamber of Commerce Presents:

2023 Women in Business Speaker Luncheon

Sponsored by Rebecca Beckett, CFP®, HJ Sims

Date & Time: Friday, September 22, 2023 | 11:30 am – 1:30 pm

Location: New Hope Fellowship | 3900 SW Citrus Blvd., Palm City, FL

We would like to invite you to the Women in Business Speaker Luncheon on September 22, 2023, which is American Business Women’s Day. We are thrilled to be the presenting sponsor for this event to advocate and celebrate women in business.

Join us to hear from dynamic speaker and businesswoman Kellie Wardman, PCC, CPCC, Senior Consultant and Executive Coach with DBD Group, who will speak on Family and Work Life Balance.

Meet the Speaker

Kellie Wardman, PCC, CPCC

Senior Consultant and Executive Coach
DBD Group

Kellie Wardman, PCC, CPCC, serves as a consultant and executive coach for a wide range of innovative and impactful nonprofit organizations. She serves as the lead senior consultant for DBD’s work in strategic planning, board development and governance, and team and organizational culture work. She also provides clients support in facilitating partnerships and collaborations and in feasibility studies and other aspects of fundraising.


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2023 LeadingAge National Conference

Join Us for a Cocktail Reception

Join us for drinks and hors d'oeuvres at our annual cocktail reception. RSVP below to let us know you're coming. We look forward to seeing everyone there!

Where: Marriot Marquis- ABC Level One

When: Monday, November 6th, 2023

Time: 5:30 P.M.

2023 LA National- Cocktail Reception

Will You Join Us?(Required)

2023 LeadingAge Ohio Annual Conference and Trade Show

HJ Sims is proud to be attending and will be sponsoring and exhibiting at the 2023 LeadingAge Ohio Annual Conference & Trade Show.

Our Executive Vice President, Lynn Daly will speak on a panel covering creative programming, phasing and financing to get projects done. The discussion will take place on Wednesday, August 30th at 3:30pm EST. We hope to see you there!

We will see you soon at Booth 83!

Attendees: James Bodine and Lynn Daly

HJ Sims 2nd Annual Private Wealth Management Summit

HJ Sims is pleased to announce our second annual Private Wealth Management Summit. The internal Summit will be hosted on June 19th through June 21st at The Boca Raton resort in Boca Raton, FL. 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.

The Summit will feature education sessions on products, solutions and technology advancements from leaders in the alternative investment space — including Apollo Global Management, First Trust, PCS, Nexpoint, Skyway Capital Markets and Saybrus Insurance Strategies, WhiteHawk.

Thank you to our sponsors!

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, First Trust, Apollo, WhiteHawk, Saybrus, Skyway Capital Markets, or PCS.

2023 LeadingAge New Jersey & Delaware Annual Meeting + Expo

HJ Sims is proud to be attending and presenting at the 2023 LeadingAge New Jersey & Delaware Annual Meeting + ExpoWe look forward to connecting. 

Education Session:

Planning the Future: For Those Who Don’t Own a Crystal Ball  
Thursday, June 22, 2023 | 9:45 am – 11:00 am 

Astronomical construction costs and disruptive supply chain issues are key factors delaying or effectively freezing many expansion initiatives and capital projects. Combine those with a focus on the historic labor shortage and lingering effects of the COVID Pandemic, and it is clear why so many senior living organizations have put plans on hold in order to weather the storm. For many organizations, these challenges may create an exciting opportunity to plan for the future. In this highly competitive and ever-changing market, realigning and repositioning assists is critical in order to sustain the organization longer term. 

This session will showcase two organizations in particular, who chose master planning at this precise time; even while other capital projects were already in progress. Presbyterian Senior Living (PSL) is a not-for-profit organization, providing retirement and senior care services for more than 90 years. Headquartered in Dillsburg, Pennsylvania, they provide comprehensive services and accommodations to more than 6,000 seniors in 30 locations across the mid-Atlantic region of Pennsylvania, Maryland, Ohio and Delaware. Focused on their campus in North-west Philadelphia, PSL sought an exercise that would clearly identify a plan for the future that would offer new housing types it hadn’t envisioned before. Parker Health System was founded more than 110 years ago, as a place where people could age in a home-like setting. Since then, Parker has led the way in aging services and has been committed to challenging, changing, and expanding the idea of what it means to grow older in America. Parker has been in planning mode for a number of years, focusing on enhancing and better aligning each of its campuses and now in the midst of an enterprise-wide effort, guided by the premise of heightening performance and outcomes. This session will offer insight on driving factors; mission, finances, personnel, leading to a clear path towards a sustainable future for the organizations and residents they serve. The panelists will outline and discuss key elements of the process including; identification of need and performance of an asset, allocation of resources and access to funding, reflection on mission, selection of a key professional partners, understanding of logistics and communication to residents and staff, and final evaluation.


  • James Bodine, Executive Vice President 
  • Steve Leone, Principal, Spiezle Architectural Group, Inc.
  • Dan Davis, President & CEO Presbyterian Senior Living
  • Pam Smith, Director of Business Development for Parker Life


LeadingAge MN 2022 Institute and EXPO

Hybrid (In-Person and Virtual) Conference
In Person: February 9-11, 2022
Virtual: February 22-24, 2022

Thought Leadership and Educational Session:

The Power of Innovative Senior Services Boards

Session Date & Time: Virtual Institute Experience, Wednesday, February 23, 11:30am – 12:30pm

Back to Business as Usual for Governing Boards

This session is targeted for Board Members, Assisted Living Directors,  Campus Director/Site Leaders, and CEO/Administrators, of assisted living and care centers although anyone is welcome.

  • Learn the 12 principles of governance that power exceptional boards and how they can be applied to your organization.
  • Gain and understanding of how to shift the board from crisis management back to strategic planning.
  • Refresh your knowledge of the roles and responsibilities of governing boards, post-pandemic, and be able to share that wisdom with your board.

Featured Speakers:

  • Lynn Daly, Executive Vice President, HJ Sims
  • Jerry Carley, President/CEO, Benedictine Health System
  • Michael Edwin, Director, Baker Tilly


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

2023 National Charter School Conference

HJ Sims is proud to be attending, exhibiting, and sponsoring the 2023 National Charter School Conference. Make sure to stop by and visit us at Booth #1110. We look forward to connecting.