LeadingAge MN Institute and EXPO

Virtual Meeting

Session Date & Time: Tuesday, May 18, 2021 from 10:45am-11:45am CT.

Thought Leadership and Educational Session:

COVID-19 Sentiment Report: Leveraging Data to Adapt Operations, Enhance Resident & Staff Experience, & Improve Marketing & Sales

Embracing Our New Reality: Rethinking Our Business Model in a Post-COVID World, A Leadership Roundtable Discussion

The Senior Living COVID-19 Sentiment Report surveyed over 4,000 current and prospective senior living community residents to assess their thoughts and feelings at the beginning of and during the COVID-19 pandemic. Since the survey results were first reported in 2020, senior living communities have identified lessons learned. This session explores the results to learn from residents, prospects and staff about their experience living through this Pandemic and how the industry can rethink our business models and adapt our operations to a post-pandemic reality in the hopes of increasing the perception of safety, security and peace of mind.

Learning Objectives:

  1. Understand the need to rethink the way your organization operates and discover ways to adapt in the new evolving reality.
  2. Learn strategies to position your organization for success in a post-coronavirus world.
  3. Hear from a multidisciplinary panel of experts representing operations, development, design, marketing and finance.

Featured Speakers:

  • Lynn Daly, Executive Vice President, HJ Sims
  • Margaret Yu, Director of Client Experience, RLPS
  • Victoria Vega, Senior Vice President of Operations, Unidine Corporation
  • Susan Farr, VP of Business Development & Marketing
  • Brian Pangle, President & CEO, Clark Retirement Communities
  • Moderated by: Dana Wollschlager, Partner & Practice Leader, Plante Moran Living Forward

Contacts:

REQUEST INFORMATION ON THIS PRESENTATION

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

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LeadingAge NY Annual Conference & EXPO

Virtual Conference and EXPO 

A virtual conference experience that brings together all who work in skilled nursing, adult care, assisted living, home care, PACE/managed long term care, senior housing or community service environments, vendors of services and products beneficial to providers of long term care. Attendees will be able to connect in a forum that provides high-quality programming and the latest information from industry experts.

Round Table Date & Time: Tuesday, May 25, 2021 from 9am-10am.

Thought Leadership and Round Table Discussion:

Financing Strategies to Create Operational Cashflow During Times of COVID-19

Join our interactive conversation centering around the changes affecting tax-exempt advance refundings as part of the tax code enacted with the Tax Cuts and Jobs Act. Our round table discussion will allow attendees to share individual experiences, best practices, insights, and expertise in a small group as well as learn from industry peers. 

Featured Speaker & Moderator:

Conference Contacts:

REQUEST More INFORMATION

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

Learn More

LeadingAge MD/DC Joint Conference

Virtual Event: 

A conference “journey forward” created for leaders to connect in a forum where you can discuss the tough moments from the last year, hear ideas that can transform your organization, and make sure you and your teams are ready for the next wave of innovation in the aging services field. 

Session Date & Time: June 3, 2021 from 12pm-12:45pm.

Thought Leadership and Educational Session:

One Doesn’t Have to Be the Loneliest Number: How Single-Site LPCs Can Continue to Thrive

Melissa Messina conducts a high-level discussion of strategic planning for single site communities that do not involve merger and acquisition opportunities. Two single site life plan communities in Maryland – Broadmead, which is located in the rolling hills of Cockeysville, and Edenwald, which is more urban in Towson, will be featured providing in-depth experience and insights. One  LPC is situated in a more suburban/rural setting and one in a more urban setting – and will discuss their experience as the premier senior living providers in the area. In particular, an assessment of the key factors from an operational, financial, and leadership perspective that have converged and allowed the communities to cultivate their reputations for resident service and to thrive from a financial perspective, including commentary around advantages the communities have relative to larger, multi-site organizations. In addition, instead of conveying the fruits of those successes to a parent organization, the communities will discuss how they have been able to leverage their successes to continue improving their ability to respond to the needs of its current and future residents, with recent expansion activity. 

Learning Objectives:

  1. Discuss the key factors, emphasizing those with the greatest degree of transferability and those unique to single-site providers, that financially-sound single-site LPCs share.
  2. Provide insight into the approach to strategic planning of the communities, and how their status as a single-site provider adds to their overall flexibility with respect to decision-making.
  3. Learn from commentary regarding how strategic planning, specifically for the unique challenges that single-site providers face, has been and may in the future be affected as the world continues to emerge from the pandemic.

Featured Speakers:

  • Melissa Messina, Senior Vice President, HJ Sims
  • Mark Beggs, President and CEO, Edenwald

  • Robin Somers, President and CEO, Broadmead

Contacts:

REQUEST INFORMATION ON THIS PRESENTATION

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

Learn More

The 18th Annual HJ Sims Virtual Late Winter Conference

feedback survey
conference replays
Conference Materials

Our 18th Annual HJ Sims Late Winter Conference has gone virtual. This year, our conference will examine trends and developments critical to the success of senior living communities. 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 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.

Conference Recap

 

We didn’t quite realize how turbulent it would be for us and our industry. Throughout it all, we persevered and coped with change, loss and the unexpected. Please enjoy this video as our team reflects on 2020 and looks forward to ‘seeing’ you soon.

This conference has been planned for senior living community owners/operators and management including board members, institutional investors, invited speakers as well as senior living industry partners who do not own, operate or manage a community.

For more information, please contact Rebecca Brady.

Conference Details:

OUR AGENDA
OUR SPEAKERS

We offer conference registrants Continuing Education credits with both NAB and NASBA. In order to obtain the credits, registrants must be present for the duration of the live webinar. Registrants who disconnect prior to the conclusion of the live webinar or view the webinar on-demand will not receive credits.

DHG 7th Annual Southeast Finance Conference

Virtual Event: 

This event has been thoughtfully developed to include content designed to optimize networking and learning to look beyond the pandemic. Industry Leaders lend their expertise to provide insight on trending topics.

Date & Time: January 27-28, 2021 

Thought Leadership:

Melissa Messina discusses the Relief Funding Option in FEMA.

Johnny Sears provides insight into Repurposing Aging Senior Living Facilities to Affordable Senior Housing.

Featured Speaker:

Content Contributors:

Contacts:

ORIGINAL THOUGHT LEADERSHIP ARTICLE ON REPURPOSING AGING SENIOR LIVING FACILITIES

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

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Green House Development Workshop

Education Workshop: 

This comprehensive workshop provides an overview of how and why you should build a Green House community. Leaders from Green House organizations and strategic partners will explore key cornerstones of developing Green House homes.

Date & Time: February 4, 2021 from 10:00am – 4:30pm

Session Description:

Financing Panel Discussion – Industry experts discuss innovative and efficient financing structures, including tax-exempt bonds; HUD, direct bank, and USDA financing; and interim financing and seed capital.

Session Details: 3:15pm – 4:15pm

Featured Speakers:

  • Aaron Rulnick, Managing Principal, HJ Sims;
  • Anthony Luzzi, President, Sims Mortgage Funding, Inc.
  • John Franklin, Principal, Pearl Creek Advisors
  • Sharon O’Brien, Administrative VP, Healthcare & NFP, M&T Bank
  • Seth Wagner, VP Public Finance, Truist Securities
REQUEST INFORMATION ABOUT THIS WORKSHOP

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

Learn More

The 19th Annual HJ Sims Late Winter Conference

Financing Methods & Operating Strategies in the Senior Living Industry for Non-Profit and Proprietary Senior Living Providers

Our 19th Annual HJ Sims Late Winter Conference examined trends and developments critical to the success of senior living communities. 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.

Conference Recap
Conference Videos
Conference materials

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

Feedback Survey
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.

For attendees who updated their professional headshots at the “Headshot Hub,” please contact Rebecca Brady to access your headshot.

Conference Details

Conference Agenda
Conference Speakers

Save the Date

The 20th Annual HJ Sims Annual Conference will be held in Sarasota, Florida. Stay tuned for dates and more information coming soon. We can’t wait to see you there!

For more information, please contact Rebecca Brady.

LeadingAge VA Governance Webinar Series

Education Series: 

Governance Webinar Series: How does a board set an organization’s strategic vision amongst the uncertainty of the times? 

Session Description:  HJ Sims is sponsoring this series of comprehensive virtual content geared directly toward the Governance of senior living providers. Targeting board members, leadership teams and those new to these roles, but a benefit to all leaders in our field, the sessions will tap the intellectual capital of industry experts from governance, law, finance, development, and strategic planning. The series will explore the role of the board as well as its legal responsibilities. Included will be a discussion of the financial outlook coming out of the Pandemic as well as recent and future financial trends. There will be a session dedicated to strategic planning in unprecedented times. Finally, the series will culminate with a panel discussion amongst CEOs and Board Chairs with a passion for and demonstrated excellence in not-for-profit senior living governance. 

Individual Session Details: 

Financial Trends and Outlooks for Providers

  • This session will review the new reality of COVID expenses that are here to stay.
  • February 11, 2021 from 11am to 12:15pm EST
  • Facilitator: Tom Bowden, Senior Vice President – Investment Banking, HJ Sims and Gayl Mileszko, Director of Analysis & Commentary, HJ Sims

Strategic Planning in Unprecedented Times

  • During unprecedented times, it is still feasible for communities to consider various repositioning
    perspectives and scenario planning for the “what if’s”.
  • February 25, 2021 from 11am to 12:15pm EST 
  • Facilitators: Tom Bowden, Senior Vice President – Investment Banking, HJ Sims and Dana Wollschlager, Partner, Plante Moran Living Forward 

Governing during Challenging Times

  • A panel of CEOs and Board Chairs will provide best practices in governing during difficult and challenging times.
  • March 11, 2021 from 11am to 12:15pm EDT  
  • Facilitator: Aaron Rulnick, Managing Principal, HJ Sims 
REQUEST INFORMATION ABOUT THIS SERIES

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

Learn More