HJ Sims is proud to be attending the 2023 LeadingAge New York Annual Conference & Exposition. We look forward to connecting. 

Education Session:

Capital Market Update: Looking for Signs of Recovery 
Wednesday, May 24, 2023 | 1:45 pm – 3:15 pm

2022 was one of the most turbulent years in the debt capital markets in a long time, with dramatic increases in interest rates driving many borrowers to the sidelines and new projects being placed on hold. With inflation seemingly abating, the presenters will discuss how we got here and what are the signs to look for that may signal recovery. 

Presenters: 

• Andrew Nesi, Executive Vice President 
• James Bodine, Executive Vice President 

Attendees: 

• Andrew Nesi, Executive Vice President 
• James Bodine, Executive Vice President 
• Anthony Luzzi, President, Sims Mortgage Funding, Inc. 
• Joseph Windels, Senior Consultant, Sims Mortgage Funding, inc. 

HJ Sims is proud to be attending, exhibiting, and speaking at the 2023 LeadingAge Texas Annual Conference & Solutions Expo. We look forward to connecting.

Education Session:

Growth And Strategic Positioning for the Long-Term
Wednesday, May 24, 2023 | 10:30 am – 11:30 am

Today’s senior living providers are facing a turbulent set of headwinds – COVID recovery, an aging population, government regulation, rising interest rates, etc. – this session investigates how organizations are making decisions now to position their communities for the future of age-qualified living. 

This session will call on the experience of Pat Crump, CEO of Morningside Ministries and Morningside’s development partner John Merkins, as well as Army Residence Community’s CFO Gordon Shoger and development partner, Brian Schiff, to examine how senior living providers are preparing their communities for the future of senior living.

In the case of Morningside Ministries, Pat and John will discuss their renovation of the Chandler Estates campus into an affordable middle market option and the various other initiatives Morningside is undertaking including.

Army Residence’s portion of the discussion will discuss how they are navigating a multi-phased campus repositioning in a time of rising interest rates and changing consumer demand.

Presenters: 

• Dana Anders, Senior Living Segment Leader, CliftonLarsonAllen (CLA)
• Myranda Prater, CFO, Morningside Ministries
• James Rester, Executive Vice President, HJ Sims
• Brian Schiff, Managing Director, BS&A
• Gordon Shoger, CFO, Army Residence Community 

Attendees: 

• James Rester, Executive Vice President
• Ryan Snow, Assistant Vice President
• Nick Roberts, Vice President

HJ Sims is proud to be attending the 2023 LeadingAge Arizona Annual Conference. We look forward to connecting. 

Attendees: 

• Brady Johnson, Senior Vice President 

HJ Sims is proud to be attending, sponsoring, and presenting at the 2023 LeadingAge Pennsylvania Annual Conference. Make sure to visit us at Booth #117 and we look forward to connecting.

Education Sessions:

 “Stuck in the Middle: Strategy & Design to Serve the Mid-Income Senior Market “
Wednesday, May 17, 2023 | 8 am – 9 am

As a country and industry, we have done an excellent job meeting the healthcare and housing needs of high-net-worth and upper-middle-class older adults who can afford higher-end and market-rate senior living. However, we are struggling to meet the needs of our middle-income older adults, who arguably have fewer options than their counterparts on either side of the spectrum. How do we meet the needs of the older adults who have enough income and assets to disqualify them for traditional affordable housing but not enough to afford an entrance-fee or private-pay senior living community? We’ll answer that question in an insight-filled session covering industry demographics trends and development strategies to make construction affordable and marketable to older adults on a fixed income.

Presenter:

• James Bodine, Executive Vice President

Attendees:

• James Bodine, Executive Vice President
• Siamac Afshar, Vice President
• Andrew Patykula, Executive Vice President

HJ Sims is proud to be attending and presenting at the 2023 LeadingAge Michigan Annual Conference. We look forward to connecting.

Education Session:

 Single Site Life Plan Communities 
Monday, May 15, 2023 | 4:15 pm 

Using single-site life plan communities as examples, this session will review factors important to historical and long-term future success, including leadership and governance, mission-driven goals, and approach to strategic planning. Commentary will be included on COVID recovery to date and possible effects to the long term care industry. The presentation will review Beacon Hill at Eastgate as a distinctive senior living community in a competitive market. 

Presenter:

• Lynn Daly, Executive Vice President, HJ Sims
• Jeff Huegli, President & CEO, Beacon Hill at Eastgate 

HJ Sims is proud to be attending the 2023 LeadingAge Maryland Annual Conference. We look forward to connecting. 

Attendees: 

• Brady Richardson, Assistant Vice President 
• David Saustad, Assistant Vice President     

HJ Sims is proud to be attending and sponsoring the 2023 LeadingAge Georgia Annual Conference: The Greater Good. We look forward to connecting. 

Attendees: 

• Anthony Luzzi, President, Sims Mortgage Funding, Inc.
• Tom Bowden, Senior Vice President, HJ Sims

HJ Sims is proud to be attending and presenting at the 2023 LeadingAge Iowa Spring Conference and Solutions Expo. We look forward to connecting.

Education Sessions:

 “If You’re Not at the Table, You’re Probably on the Menu” 
Thursday, May 4, 2023 | 12:30 pm – 1:30 pm

Many non-profit organizations are not positioned to react when mergers and acquisitions and affiliation opportunities arise.  This session explores steps management can take to be in a position of strength when considering future acquisitions or a sponsorship transition of your own ministry. We will look at steps providers are taking with their Board to be proactive to be at the table when mission-advancing opportunities are included on the menu. Attendees will take away tools that their Board can adopt to ensure alignment and board buy-in when evaluating opportunities.

• Describe the importance of keeping your board up to date with the type and velocity of affiliations and sponsorship transitions happening in the senior living industry.
• Explain how other non-profits and for-profits are successfully positioning themselves to grow (and/or divest) via mergers and acquisitions.
• Explore how to use the take-away tool and how it can be customized for your community.  A sample will be discussed and the tool will be available for providers to ‘take-home’ after the session.

Presenter:

• Lynn Daly, Executive Vice President, HJ Sims

HJ Sims is proud to be attending the 2023 LeadingAge Wisconsin Spring Conference. We look forward to connecting. 

Attendees: 

• Lynn Daly, Executive Vice President   

HJ Sims is proud to be a Supporting Sponsor of the 2nd Annual Building Hope IMPACT Summit & Awards. 

HJ Sims is proud to be attending the 2023 LeadingAge North Carolina Annual Conference & Expo. We look forward to connecting. 

Attendees: 

• Tom Bowden, Senior Vice President 
• Seth Wagner, Senior Vice President