2023 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.
Attendees:
HJ Sims looks forward to connecting at the InterFace Seniors Housing Northeast.
Who’s Buying, Who’s Selling & Transaction Trends in the Investment Sales Market
November 30 | 11:45 am – 12:35 pm
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HJ Sims will be there – start a conversation with one of our expert education finance team members specializing in structuring and underwriting public sector and charter school financings.
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We look forward to connecting at the LeadingAge PA Fall Finance Conference.
HJ Sims is proud to be a sponsor for LeadingAge PA.
Keynote: State of our Worlds – Perspectives on Insurance/Risk Management, Capital Formation/Financing & Operations in Senior Living
Tuesday, November 15, 2022 | 9:30 – 10:30 am
This session will:
Featured Speakers:
Session: Capital Investment & Project Development Post-Pandemic – From Inception to Implementation
Tuesday, November 15, 2022 | 3:30 – 4:30 pm
The presentation, in panel format, will offer a comprehensive view of the project development/capital investment process across its life cycle…from conception through completion including planning, financing, constructing as well as operation. It will include perspectives from key project development team members: i) from an architect, project planning, design and development processes and costing including identifying hurdles and solutions to navigate these challenges, ii) from an investment banker, exploring the sources of financing and conceiving a plan of finance that funds the required investment while supporting/enhancing financial feasibility and organizational stability and iii) from a senior services provider, framing the organizational considerations and objectives as well as required thresholds associated with capital investment/project development throughout the process.
Featured Speakers:
Attendance:
HJ Sims will be there – start a conversation with one of our expert education finance team members specializing in structuring and underwriting public sector and charter school financings.
School Daze: Navigating the Facility Financing Maze
November 15, 2022 | 2:00 pm – 3:15 pm
For many charter school leaders and their boards throughout the country, navigating the need for a high-quality facility remains one of their most significant organizational challenges. Add the backdrop of the COVID-19 pandemic and plotting a course through current and future facility needs has become an even more challenging exercise. Is your school planning a facilities expansion or renovation? Join us to learn the key to planning a successful facilities project and understand the potential cost of that project. During our session, a panel of charter school experts will introduce school leaders to the critical elements of project planning and creditworthiness. We will begin our session with a brief icebreaker to gauge who is in the room and their level of facility financing knowledge. Our three experts will then introduce the critical elements of facility project planning and credit worthiness. Following the panel, attendees will be guided through an exercise that estimates key facility project costs. To conclude the session, panelists will work with attendees in small groups to answer their facility financing questions. Attendees will walk away from our session with the tools to solve their facilities challenges.
Presenters:
Attendance:
HJ Sims will be there – start a conversation with one of our expert education finance team members specializing in structuring and underwriting public sector and charter school financings.
Backwards Planning for Financial Success… and Greater Student Impact…
Schools have more impact when their leaders can spend their time worrying about instruction and student needs. Planning well and maintaining strong financials helps schools focus more on the kids and their academic success. Join our session to learn some basic metrics to track regularly, understand what these metrics mean for your school, and how to plan ahead for big capital projects, like that nice new facility.
School leaders and board members should leave with increased financial confidence and knowing the following:
Featured Speakers:
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Date & Time: Thursday, September 22, 2:00pm – 5:00pm
Location: Charlie Leighton Park | Palm City Community Center | 2701 SW Cornell Ave. Palm City, FL
We would like to invite you to the Women in Business Summit on September 22, 2022, which is American Business Women’s Day. We are thrilled to be the presenting sponsor for this inaugural event to advocate and celebrate women in business.
Join us for relevant, spirited discussions and presentations from accomplished, local businesswomen on topics ranging from finance, education, business management and health & wellness. Discover, support and network with local businesswomen as they showcase their products and services.Â
HJ Sims
Zarro Mortgage Group
Zarro Mortgage Group
Ashley Capital
Martin County Business Development Board
Zarro Mortgage Group
Grassam Spine & Wellness Center
2:00 pm – 5:00 pm
Exhibits
2:10 pm – 2:35 pm
Tools You Can Use…
Speaker: Jill Marasa, Ashley Capital
2:40 pm – 3:05 pm
Mortgage Products & Credit in Today’s Environment
Speakers: Joanne Zarro; Amanda Foster; Donna Linton, Zarro Mortgage Group
3:10 pm – 3:35 pm
Women & Money: Challenges, Successes and Strategies
Speaker: Rebecca Beckett, CFP®, HJ Sims
3:40 pm – 4:05 pm
Top 10 Resources You Should Know (and Use)
Speaker: Joan Goodrich, Martin County Business Development Board
4:10 pm – 4:35 pm
The Power Of A Woman
Speaker: Dr. Lisa Grassam Smith, Grassam Chriopractic and Wellness Center
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.
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HJ Sims is proud to have a Breakout Session Partnership with FCSC.Â
Visit the HJ Sims booth #507 and #509 on the EXPO Floor, and start a conversation today.Â
Attendance:
HJ Sims is proud to attend, exhibit, sponsor and present during the LeadingAge Annual Meeting.Â
Date: Monday, October 17
Time: 5:30 pm – 7:30 pm
Location: Centennial Ballroom B | Hyatt Regency Denver at the Colorado Convention Center | 650 15th Street | Denver, Colorado
Visit us at Booth #1919.
HJ Sims is proud to be a Annual Meeting Premier Sponsor for LeadingAge National.Â
Session Date & Time: Wednesday, October 19th, 11:00 a.m. – 12:00 p.m.
Session Description:
Since 2010, the field of aging services has seen a significant uptick in the number of mergers, acquisitions, affiliations, joint ventures, and dispositions. This thought-provoking session will explore how two very different organizations positioned themselves to take advantage of consolidation opportunities. Representatives from United Church Homes in Marion, OH, and Lifespire of Virginia in Richmond, VA, will share the lessons they learned while evaluating consolidation opportunities, establishing priorities, and driving organizational change. They’ll tell you how your governance and organizational structures can improve or hinder your ability to capitalize on consolidation opportunities. Take home practical strategies that can help you and your board make good decisions the next time opportunity knocks.
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This brunch is by invitation only, and registration is required. For further information, please contact Sonia Carrero.
HJ Sims is proud to be a Attendee Scholarship Sponsor of the 2022 Leadership Summit.
Our team will be there – start a conversation with one of our expert education finance team members specializing in structuring and underwriting public sector and charter school financings.
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HJ Sims is proud to be a United Methodist Association Wesley Sponsor.
Thriving Today and Tomorrow: How to Think About the Trends Transforming Society
Presented by renowned global futurist and best selling author, Jack Uldrich,Â
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HJ Sims is proud to be a Bronze Sponsor of the Second Annual Kids First Conference hosted by the Charter Institute at Erskine and the South Carolina Public Charter School District.Â
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HJ Sims is proud to be a Silver Sponsor for TPCSA.
Visit the HJ Sims booth #801 on the EXPO Floor, and start a conversation today.
Attendance:
Thursday, September 22 | 8:30 am – 9:30 am
A panel discussion lead by an SEC Licensed/MSRB Membered Financial Advisor, hosting Nationally recognized Tax Exempt Bond Underwriters (who are leaders in their respective areas) and locally known and respected Red Book Bond Counsel, on various Public Finance strategies and partnerships that have been used and can implemented to impact not only your school facility acquisition or expansion but housing, commercial development and infrastructure surrounding your school and desperately needed in your community.
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We look forward to connecting at the NIC Fall Conference.
Meeting Room: Hospitality Suite #2042 in the Marriott MarquisÂ
HJ Sims is proud to be a NIC Café sponsor.Â
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We look forward to connecting at the LeadingAge Ohio Conference.
HJ Sims is proud to be a Bronze Level sponsor for LeadingAge Ohio.Â
Visit the HJ Sims booth #92 on the EXPO Floor, and start a conversation today.Â
Session Date & Time: Tuesday, August 30, from 1:30pm until 2:45pm
Session 2E | Room: Regent 1
Session Description:
In this session, an Ohio senior living provider teams with financial, marketing and design professionals to share strategies for responding to evolving changes in senior living. Participants will explore projected census/demographics and examine how the pandemic will impact these projections for years to come. They will see how major economic disruptors like labor shortages and soaring home prices will impact senior living communities and their consumers. Presenters will discuss how small ‘design moments’ rooted in a community’s story have a greater impact than grandiose trimmings. Participants will see examples of how a community can tell its story through thoughtful design, branding and messaging and how these elements can be translated to marketing techniques that spark consumer imaginations and lead to more robust sales.Â
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HJ Sims is proud to be a sponsor for the LeadingAge NY Retirement Communities Summit.
We look forward to connecting at the Summit.Â
Attendance:
HJ Sims is proud to be a sponsor for the Summit.Â
Session Date & Time: Tuesday, August 30, from 8:30am – 9:30am
Session Description:
The recent increase in interest rates has had a dramatic impact on the capital markets and financing activity. This session will show the changes in interest rates over the past year, how it has affected refinancings of existing debt as well as new issues for expansions and new communities, and what options are available to organizations in the current environment.
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We look forward to connecting at the LeadingAge Gulf States Conference.
Visit the HJ Sims booth #12 on the EXPO Floor, and start a conversation today.Â
Attending:
