2023 UMA Annual Meeting

HJ Sims is proud to be a Sponsor at the 2023 UMA Annual Meeting and we look forward to connecting. 

Education Session:

THE POWER OF AN INNOVATIVE BOARD
Tuesday, April 25, 2023 | 2:30 pm – 4:00 pm

  • Understand the different models of governance to maximize the effective roles of the board and senior management
  • Identify common issues experienced by nonprofit health and human services boards and best approaches to avoid or resolve them 
  • Recognize the responsibilities of board members and their essential role in determining the strategic direction of the organization 

Speakers:  

  • Lynn Daly, Executive Vice President, HJ Sims
  • Steve Fetyko, President and CEO, Brio Living Services 
  • Kevin Roach, President and CEO, Methodist Children’s Home Society
Wednesday, April 26, 2023 | 10:15 am -11:45 a.m.
  • Explore how demographic projections and major economic disrupter will challenge traditional models for serving seniors 
  • Discover emerging models and approaches to develop reality based projects to stay competitive 
  • Learn how to strengthen brand, marketing, design, and impact through story telling
 Speakers: 
  • Aaron Rulnick, Managing Principal, HJ Sims
  • Dana Wollschlager, Partner and Practice Leader, Plante Moran Living Forward
  • Craig Kimmel, Partner, RLPS Architects
  • Hoppy Sell, President, Tandem Senior Living Advisors
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2023 LeadingAge ME & NH Annual Conference

HJ Sims is proud to be a Sponsor at the 2023 LeadingAge Maine & New Hampshire Annual Conference and we look forward to connecting. 

Education Session

Board Readiness to Consider Merger, Acquisition, and Affiliation Opportunities
Tuesday, April 4 | 4:00 – 5:00 pm

“How will our organization deliver on our mission in the future?” This is the key question Boards of Directors should be asking themselves in this time of great challenges and change. Senior management must set the table for a robust consideration of options, including affiliations, mergers and acquisitions. In this session we’ll examine case studies to illustrate the importance of early Board education in a consolidation-heavy market and deliver a customizable tool to use with your Board for future discussion and planning. By taking the right steps now, organizations can be assured a position of strength should acquisition or sponsorship transition possibly be in your organization’s future.

Presenter:

 
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AJAS 2023 Annual Conference

HJ Sims is proud to be a Sponsor at the AJAS 2023 Annual Conference and we look forward to connecting. Visit us at booth #310.

Education Sessions:

Revenue Cycle & Cash Flow Management 
Monday, March 20 | 3:15 – 4:00 pm

Revenue optimization and cash management must be at the core of today’s operating priorities. Accurate charge captures, claim submission, remittance processing, insurance follow-up and collections have never been as important as they are today. Understanding cash flow from operations, investing, and financing activities are critical success factors in every community. This session will review case studies to reveal best practices as well as precarious paths of practice secondary to insufficient attention and detail of practice.

Presenters: 
  • Patrick McCormick, Partner, Plante Moran
  • Brandy Stefanco, Chief Financial Officer, Jewish Home Family
  • Aaron Rulnick, Managing Principal, HJ Sims (Moderator)

Stuck in the Middle: Strategy and Design to Service the Mid-Income Senior Market
Tuesday, March 21 | 10:00 – 10:45 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.

Presenters:

  • Aaron Rulnick, Managing Principal, HJ Sims
  • Jamie Timoteo, Principal, Plante Moran Living Forward

Attendees:

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2023 California Charter Schools Conference (CCSA)

HJ Sims is proud to be a Sponsor at the 2023 California Charter Schools Conference and we look forward to connecting.

Visit us at booth #726.

Education Session

Should I Stay or Should I Grow
Tuesday, March 14 | 1:45 pm – 3:00 pm

Panelists, including a school representative, investment banker, attorney, and other strategic partners will (1) discuss the top considerations for growth and replication, (2) provide salient examples of well-executed growth plans, and (3) leave lots of time for Q&A.

Presenters: 

  • Daniel Lee, CEO, ICON School Management
  • Sarah Kollman, Partner/Attorney at Law, Young, Minney & Corr, LLP
  • Robert Nickell, Executive Vice President, HJ Sims
  • Don Wilson, Superintendent, Vista Charter Public Schools
  • Karl Yoder, Managing Partner, Key Charter Advisors, LLC

Attendees:

 
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2023 LeadingAge Illinois Annual Meeting & Expo

HJ Sims is proud to be a part of the 2023 LeadingAge Illinois Annual Meeting & Expo. We look forward to connecting at the event.

Education Sessions:

Creative Financing During Challenging Times: How Phasing & Financing Can Help Your Project Get Done
Wednesday, March 8, 2023 | 2:45 pm – 3:45 pm

  • Examine the importance of continuing to plan and move forward, even in tougher times.
  • Discuss how Phasing a project and incorporating some creative financing options can make a project viable.
  • Explore how Evenglow and Clark Lindsey Village used phasing and creative financing to close on their transformative projects in 2022, despite the increases in construction costs and interest rates.

Presenters:

  • Lynn Daly, Executive Vice President, HJ Sims
  • Kyle DeHenau, LEED AP, Vice President, Plante Moran Living Forward

If You’re Not at the Table, You’re Probably on the Menu: Preparing Your Board for M&A Opportunities
Wednesday, March 8, 2023 | 4:00 pm – 5:00 pm

  • Examine 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.
  • Discuss 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. 

Presenters:

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The 20th Annual HJ Sims Late Winter Conference

Financing Methods and Operating Strategies for Charter Schools and Senior Living

Our 20th Annual HJ Sims Late Winter Conference will examine trends and developments critical to the success of charter schools and senior living communities. An extensive and thoughtful agenda, with dual education tracks for charter schools and senior living, has been compiled to address financing methods, operating strategies and technological advancements that can help alleviate existing challenges and encourage continued growth in the non-profit and proprietary sectors of our industry. Throughout the conference, we will deliver a dynamic group of speakers and experts committed to sharing thought-provoking views and providing profound insight.

Our series of keynote speakers, breakout sessions, panels and roundtables will deliver an invaluable forum for exchanging ideas and information, while also providing unique networking opportunities. The objective of the Late Winter Conference is for industry participants to learn and discuss each other’s strategies and solutions for success. Check the registration webpage for details regarding CEU and CPE credits for our education sessions during the conference. As always, we will plan to offer both, pending approvals. 

For conference attendance, follow our Safety Protocol.

attest

2023 Late Winter Conference: Registration Open

Register

Please visit the conference webpage for all details, including hotel registration.

For more information, please contact Kerry Moynihan.

LeadingAge Minnesota 2023 Institute & Expo

HJ Sims will be there – we look forward to connecting at LeadingAge Minnesota 2023 Institute & Expo.

Education Session

Preparing Your Board for Merger, Acquisition, and Affiliation Opportunities 

Thursday, February 9, 2023 | 3:45 pm – 4:45 pm

  • Understand the importance of keeping your board up to date on the type and velocity of affiliations and sponsorship transitions (a.k.a. mergers and acquisitions) happening in senior living and know the steps to take now to be in a position of strength should acquisition or sponsorship transition be in your organization’s future.
  • Learn trends and helpful operational practices in the for-profit sector with affiliations, mergers, and acquisitions.
  • Examine case studies to illustrate the importance of early board education in a consolidation-heavy market and take away a customizable tool to use with your board for future discussion and planning.

Presenters:

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