2025 LeadingAge PA

HJ Sims and Sims Mortgage Funding are proud to be attending, sponsoring, and exhibiting at the 2025 LeadingAge Pennsylvania Conference. 

Come see us at booth 24!

Attendees

James Bodine Headshot

James Bodine

Executive Vice President
HJ Sims
(267) 360-6245
[email protected]

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David Saustad Headshot

David Saustad

Vice President
HJ Sims
(240) 207-1202
[email protected]

View Bio
Andrew Patykula Headshot

Andrew Patykula

Executive Vice President
Sims Mortgage Funding
(201) 307-9383
[email protected]

View Bio

2024 Year in Review

Check out our 2024 Year in Review below:

2024 HJ Sims Year in Review

Case Studies

Cross Keys Village Case Study (December 2024)
HJ SIMS COMPLETES RATED BOND-FINANCED CAMPUS EXPANSION & REPLACEMENT AND REFINANCING, AND CONTINUES MULTIPLE DECADES OF CLIENT COLLABORATION
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Phoebe Ministries (August 2024)
HJ Sims Successfully Completes $16 Million Bank Debt Replacement/Refinancing for Phoebe Ministries
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Medford Leas (May 2023)
HJ Sims completes $37 million Bank Financing, for campus renewal and replacement projects, at attractive long-term fixed interest rates and…
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Asbury Communities (July 2022)
HJ Sims continues to partner with Asbury Communities to assist with multiple strategic initiatives in Pennsylvania.
View Case Study
Asbury Maryland (May 2022)
HJ Sims Partners with Mease Life, a Life Plan Community located in Dunedin, Florida, to successfully complete turnaround financing for…
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Phoebe Ministries (May 2022)
HJ Sims Successfully Completes $115 Million All Bank Tax-Exempt Financing for New Satellite Campus and Refinancing for Phoebe Ministries, a…
View Case Study

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 Texas Annual Conference & Solutions EXPO

HJ Sims is proud to be attending and speaking at the 2025 LeadingAge Texas Annual Conference & Solutions EXPO.

Jimmy Rester, Executive Vice President will be speaking. 

Details below:

Date: Tuesday, May 20

Time: 3:45 – 4:30 pm

Session: Learn strategies to navigate financial distress as a non-profit CCRC.

This session will explore the journey of a single-site CCRC facing financial distress and highlight the strategic initiatives implemented to improve financial health. Attendees will learn about the importance of stakeholder alignment and the cost of waiting, gaining insights into how to better position their organizations for financial recovery.

Learning Objectives:
• Understand single-site financial trends
• Learn about the education and alignment of stakeholders
• Recognize the cost of waiting and its impact on financial recovery

Attendees: Jimmy Rester, Nick Roberts

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2025 Methodist Ministries Network Annual Meeting 

HJ Sims is proud to be attending, sponsoring and speaking at the 2025 Methodist Ministries Network Annual Meeting. 

Speaking Sessions:

Date: May 6, 2025

Time: 10:15am-11:45am CT

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

Session Title:

Board Governance: Best Practices to Maximize Governance Effectiveness

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Date: May 7, 2025

Time: 10:15am-11:45am CT

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

Session Title: A Call to Partner: Unlocking the Power of Innovative Collaboration

Attendees: Aaron Rulnick


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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.

Conference
Agenda
Conference
Speakers
Conference
Presentations
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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