The 22nd Annual HJ Sims Late Winter Conference

Our 22nd Annual HJ Sims Late Winter Conference examined trends and developments critical to the success of senior living communities and charter school facilities. An extensive and thoughtful agenda was compiled to address financing methods and operating strategies that can help alleviate existing challenges and encourage continued growth in the non-profit and proprietary sectors of our industry. Throughout the conference, we delivered a dynamic group of speakers and experts committed to sharing thought-provoking views and providing profound insight.

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Conference FEEDBACK SURVEY

Help us make the next Late Winter Conference even more successful by completing our feedback survey. We very much appreciate your input.

Please note that you must complete the survey to receive your educational credits certificate. If you did not receive our survey, please contact Catherine Vancho at [email protected]

Photos

View the many beautiful photos from our conference in the galleries below. Click on each album to see all of the photos from the event.

Save the Date

LWC26_ConfLogo

The 23rd Annual HJ Sims Annual Conference will be held February 24th-26th, 2026 at the Marriott Sanibel Harbour Resort & Spa in Fort Myers, FL. Stay tuned for more information soon. We can’t wait to see you there!

For more information, please contact Kat Dymond.

2025 LeadingAge VA Governance Webinar Series

Speaking:

Tom Bowden, Senior Vice President, HJ Sims

Governance Webinar Series: Executive Compensation Strategy and Governance: Best Practices and Compliance

Session Description: Strong demand persists but elevated capital costs and other inflationary pressures persist. Volatility seems to remain the flavor of the times. And a newly elected executive and legislative agenda currently has tax-exempt financing in jeopardy. This session will review how our volatile economy has affected the senior housing field and what you and your team will be navigating financially moving forward.

2025 AJAS Annual Conference

HJ Sims is proud to be attending, sponsoring and speaking at the 2025 AJAS Annual Conference. 

Stop by to see us at Booth 400.

Aaron Rulnick, Managing Principal, will be presenting on the topic below:

Presentation Title: Creating an Environment for Board Consensus to Navigate a Path from Crisis to Sustainability
Format: Breakout session; 60-minute presentation (including Q & A)
Date and Time: March 31, 2025 3:30 pm
Location: InterContinental 

Attendees: Aaron Rulnick

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The 22nd Annual HJ Sims Late Winter Conference

Our 2025 conference will feature two education tracks – one for charter schools and one for senior living. These dual education tracks will be for those interested in one or the other, as well as joint sessions.

Our 22nd Annual HJ Sims Late Winter Conference will examine trends and developments critical to the success of senior living communities and charter schools. An extensive and thoughtful agenda 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 these industries. 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 our Late Winter Conference is for industry participants to learn and discuss each other’s strategies and solutions for success.

REGISTER HERE!

For more information, please contact Kat Dymond

2025 LeadingAge MN Annual Conference

HJ Sims is proud to be attending, speaking, exhibiting and sponsoring at the 2025 LeadingAge Minnesota Annual Conference.

Jenny Wade, Senior Vice President will be a moderator at LeadingAge MN conference on Feb 12, 2025 at 8:30am-9:30am CT.  Topics are below:

102 – Credit Check: How to Raise Your Organization’s Credit Score with Investors (AL, CC, SH; Deep Dive; Peer Genius)

• Understand underwriting parameters which affect a mutual fund investor’s or bank lender’s decision to invest in your project debt from new construction to refinancing.

• Learn best practices for ongoing disclosure provided to investors, including financial and operating report formats, as well as content for disclosure calls with bondholders.

• Navigate a negative credit event with bondholders by learning best practices for requesting waivers for covenant defaults, negotiating forbearance agreements and negative press. 

Attendees: Jenny Wade, Lynn Daly

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