2022 Kids First Conference
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.
Attendance:
- Richard Harmon, Executive Managing Director, Head of Education Finance
2022 Texas Public Charter Schools Conference
Sponsorship:
HJ Sims is proud to be a Silver Sponsor for TPCSA.
Exhibiting:
Visit the HJ Sims booth #801 on the EXPO Floor, and start a conversation today.
Attendance:
- Robert Nickell, Executive Vice President, Public Finance Education
- Kaiti Wang, Vice President, Education Finance
- Shannon Falon, Vice President
2022 PCPCS Annual Conference
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.
Education Session: Charter Schools As a Gateway to Community Development
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.
Speakers:
- Rich Harmon, Executive Managing Director, Head of Education Finance
- Brady Richardson, Assistant Vice President
- Rodney D. Jones Sr. MBA, MA, Principal Advisor, National Capital Resources, LLC
Attendance:
- Rich Harmon, Executive Managing Director, Head of Education Finance
- Siamac Afshar, Vice President
- Brady Richardson, Assistant Vice President
2022 NIC Fall Conference
We look forward to connecting at the NIC Fall Conference.
Meeting Room: Hospitality Suite #2042 in the Marriott Marquis
Sponsorship:
HJ Sims is proud to be a NIC Café sponsor.
Attendance:
- Brady Johnson, Senior Vice President
- Curtis King, Executive Vice President
- Brett Edwards, Vice President
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
LeadingAge OH 2022 Annual Conference
Momentum.
We look forward to connecting at the LeadingAge Ohio Conference.
Sponsorship:
HJ Sims is proud to be a Bronze Level sponsor for LeadingAge Ohio.
Exhibiting:
Visit the HJ Sims booth #92 on the EXPO Floor, and start a conversation today.
Education Session: Senior Living – Future Ready!
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.
Featured Speakers:
- Lynn Daly, Executive Vice President, HJ Sims
- Hoppy Sells, Tandem Senior Living Advisors
- Margaret Yu, RLPS Architects
- Adrienne Walsh, Bayley at Green Township
Attendance:
- James Bodine, Executive Vice President
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
2022 LeadingAge NY Retirement Communities Summit
Sponsorship
HJ Sims is proud to be a sponsor for the LeadingAge NY Retirement Communities Summit.
We look forward to connecting at the Summit.
Attendance:
- Andrew Nesi, Executive Vice President, HJ Sims
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
LeadingAge NY 2022 CCRC Summit
We look forward to connecting at the LeadingAge NY CCRC Summit.
Sponsorship:
HJ Sims is proud to be a sponsor for the Summit.
Education Session: The Impact of Higher Interest Rates on Senior Living Providers
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.
Featured Speakers:
- Andrew Nesi, Executive Vice President, HJ Sims
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
LeadingAge Gulf States/Louisiana Assisted Living Association 2022 Expo
Momentum.
We look forward to connecting at the LeadingAge Gulf States Conference.
Exhibiting:
Visit the HJ Sims booth #12 on the EXPO Floor, and start a conversation today.
Attending:
- James Rester, Executive Vice President
- Ryan Snow, Assistant Vice President
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
Interface 9th Annual Senior Housing Southeast Conference
Sponsorship:
HJ Sims is proud to be a sponsor for Interface’s 9th Annual Senior Housing Southeast Conference and we look forward to connecting at the event.
Education Session: Who’s Buying, Who’s Selling & Transaction Trends in the Investment Sales Market
Session Date & Time: Wednesday, August 17th, 11:05 am – 11:55 am
Featured Speaker:
- Curtis King, Executive Vice President, HJ Sims
- Kevin Pascoe, Chief Investment Officer, National Health Investors
- Kelly Sheehy, Senior Managing Director, Artemis Real Estate Partners
- Isaac Dole, Founder and CEO, Birchwood Healthcare Partners
- Matt Pyzyk, Managing Director, Acquisitions, Green Courte Partners
- Adam Heavenrich, Managing Director, Heavenrich & Company
Attending:
- Curtis King, Executive Vice President
- Tom Bowden, Senior Vice President
- Brett Edwards, Vice President
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
LeadingAge Michigan Annual Leadership Institute
HJ Sims will be there – We look forward to connecting at the LeadingAge Michigan Annual Leadership Institute.
General Session
Session Title: Senior Living Change and Growth – Future Ready
Session Date & Time: Thursday, August 11, 2022 at 10:15 am
In light of the undeniable demographic projections and increased regulatory scrutiny within the senior living industry, providers cannot stand still. Change and growth is a constant. This session provides opportunities for attendees to synthesize this information to understand best practices for moving forward with change and growth. One of learning objectives for this presentation will be how existing / traditional Life Plan Communities can transform themselves to meet new or changing markets while staying true to their mission.
Featured Speaker:
- Lynn Daly, Executive Vice President
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
LeadingAge Florida 59th Annual Convention & Expo
Momentum.
We look forward to connecting at the LeadingAge Florida Convention & Expo.
Educational Session: Senior Living – Future Ready!
Session Date & Time: Thursday, July 21, 1:30- 2:30 pm.
Development, financial, marketing and design professionals will share strategies for responding to evolving changes in senior living.
Explore projected census/demographics and examine how the pandemic will impact those projections for years to come. See how major economic disruptors like labor shortages and soaring home prices will impact senior living communities and their consumers – and how they can rise to meet the future!
Presenters discuss new models of senior living that are starting to challenge traditional communities and explore how these organizations meet consumer expectations by doing more with less though service flexibility and qualitative vs. quantitative experience. Attendees will discover how small ‘design moments’ rooted in a community’s story have a greater impact than grandiose trimmings.
See examples of how a community can tell their story through thoughtful design, branding and messaging. Explore marketing strategies that spark the imagination of future consumers by making them part of that story.
Learning Objectives:
• Learn leading edge projections that will impact the future of senior living.
• Learn about emerging models of senior living and how to develop reality-based projects to stay competitive.
• Learn strategies for successful marketing and brand evolution through storytelling.
Sponsorship:
HJ Sims is proud to be the Mobile App Push Notification & Name Badge sponsor for LeadingAge Florida.
Visit our HJ Sims team at booth #605 on the EXPO Floor, and start a conversation today.
Featured Speakers:
- Tom Bowden, Senior Vice President, HJ Sims
- Hoppy Sell, President, Tandem Senior Living Advisors
- Dana Wollschlager, Partner, Practice Leaders, Plante Moran Living Forward
- Margaret Yu, Director of Client Experience, RLPS Architects
Attending:
- Aaron Rulnick, Managing Principal
- Kerry Moynihan, Senior Vice President
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
NC Association of Public Charter Schools 2022 Conference
The North Carolina Association for Public Charter Schools proudly presents the 2022 North Carolina Charter Schools Conference Rock the Boat in Wilmington, NC! This theme is inspired by the rich maritime history of coastal North Carolina as well as NC charter schools’ legacy of innovation and exploration. Throughout the conference we will encourage teachers, administrators, board members, and businesses to aspire to going beyond the status quo, and instead, “shake things up” in their respective roles. As each of us strives for excellence, our state charter school sector improves as a whole!
Sponsorship:
HJ Sims is proud to be a Coffee & Snack/Schooner Sponsor for NCAPCS Conference.
Visit our HJ Sims team at booth #10 on the EXPO Floor.
Attending:
- Robert Nickell, Executive Vice President, Education Finance
- Richard Harmon, Executive Managing Director, Head of Education Finance
- Aaron Rulnick, Managing Principal
- Kaiti Wang, Vice President, Education Finance
- Seth Wagner, Senior Vice President
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
Annual RCRI National Conference
Exhibiting:
Visit the HJ Sims booth #305 on the EXPO Floor, and start a conversation today.
- Lynn Daly, Executive Vice President
- Nick Roberts, Vice President
2022 National Charter Schools Conference
HJ Sims is proud to sponsor the National Charter School Conference.
The National Charter Schools Conference (NCSC) by the National Alliance for Public Charter Schools is where the movement meets as the largest national gathering of educators, advocates, and leaders in the charter community. It is where you connect with people, resources, and expertise that empowers and inspires your work. With nationally recognized experts, content curated specially for the sector, and a focus on collaboration, NCSC offers the best learning experience for those shaping K-12 education.
Visit our team at booth #616.
Attending:
- Rich Harmon, Executive Managing Director, Head of Education Finance
- Kyle Ficker, Senior Associate
- Rob Nickell, Executive Vice President
- Aaron Rulnick, Managing Principal
- Kaiti Wang, Vice President
LeadingAge PA 2022 Annual Conference
The LeadingAge PA Annual Conference brings together all of the key leaders in Pennsylvania senior services, professionals supporting our long-term care communities, and hundreds of esteemed business partners. HJ Sims is excited to join the LeadingAge PA organization and see everyone in person once again at Hershey Lodge in 2022!
Sponsorship:
HJ Sims is proud to be a sponsor for LeadingAge Pennsylvania.
Visit our HJ Sims team at booth #24 on the EXPO Floor.
Attending:
- Aaron Rulnick, Managing Principal
- James Bodine, Executive Vice President
- Siamac Afshar, Vice President
- Anthony Luzzi, President, Sims Mortgage Funding
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
LeadingAge VA 2022 Annual Conference & Expo
Momentum.
We look forward to connecting at the LeadingAge Virginia Conference & Expo.
Sponsorship:
HJ Sims is proud to be a sponsor for LeadingAge Virginia.
Exhibiting:
Visit the HJ Sims booth #208 on the EXPO Floor, and start a conversation today.
Education Session: Opportunity is Knocking
Session Date & Time: Thursday, June 16, from 11:15am until 12:15pm
Session Description:
Hear how two high-functioning multi-sites, Goodwin Living and LifeSpire of Virginia, address their approach to growth strategy and implementation through a variety of means, including expansion, acquisition, disposition, and diversification of revenue streams, among others. This session will utilize case studies from both organizations and be led by executives from each. Objectives of this session include understanding how governance and organizational structure can help or hinder the ability to capitalize on opportunities; understanding how to be thoughtful and efficient at the same time; and learning how a board can organize and evaluate multiple opportunities, establish priorities, and drive organizational progress.
Featured Speakers:
- Tom Bowden, Senior Vice President, HJ Sims
- Jonathan Cook, LifeSpire of Virginia
- Lindsay Hutter, Goodwin Living
Attending:
- Aaron Rulnick, Managing Principal
- Tom Bowden, Senior Vice President
- David Saustad, Senior Associate
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
ASHA 2022 Mid-Year Meeting
The American Seniors Housing Association (ASHA) is at the forefront of advancing the interests of executives engaged in the development, ownership, operations and financing of seniors housing. They are the premier source for research, conferences and advocacy, and our commitment to excellence makes us an outstanding investment for busy executives.
We look forward to connecting at the meeting.
Attending:
- Jeffrey Sands, Managing Principal, General Counsel, HJ Sims
- Brett Edwards, Vice President, HJ Sims
- Curtis King, Executive Vice President, HJ Sims
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
LeadingAge MA 2022 Annual Exhibition
Momentum.
We look forward to connecting at the LeadingAge Massachusetts Exhibition.
Sponsorship:
HJ Sims is proud to be a Gold sponsor for LeadingAge Massachusetts.
Visit the HJ Sims booth on the EXPO Floor, and start a conversation today.
Attending:
- Andrew Nesi, Executive Vice President, HJ Sims
- Joe Windels, Senior Consultant, Sims Mortgage Funding
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
LeadingAge OH September Governance Webinar Series
Thursdays in September from 11am – 12pm ET
Help Your Board Hit the Governance Bullseye
LeadingAge Ohio and HJ Sims invite you to join this exciting webinar series with your board members as HJ Sims provides a series of comprehensive virtual content geared directly toward the governance of senior living providers. The series will benefit all leaders in our field, especially board members, leadership teams and those new to these roles. Each session will tap the intellectual capital of industry experts from governance, law, finance, development, and strategic planning. Invite your board members and plan to attend the entire series for maximum impact!
We look forward to connecting at the LeadingAge Ohio Webinar Series.
Session One: Role of The Board
Session Date & Time: Thursday, September 8, 11:00 am – 12:00 pm ET.
Session Description: This session will highlight the unique roles of the board and management, how they partner to enhance organizational performance, and leading practices that help them in this journey.
Session Panelists:
- Moderator: Lynn Daly, Executive Vice President, HJ Sims
- Moderator: Jim Bodine, Executive Vice President, HJ Sims
- Chris McNiven, President & Opportunity Architect, Aspire Consulting Partners, Inc.
- Joan Lampe, Transformation Agent & Strategic Implementer, Aspire Consulting Partners, Inc.
Session Two: Legal Responsibilities of Boards ***Rescheduled***
Session Date & Time: Thursday, October 6, 11:00 am – 12:00 pm ET.
Session Description: This session will address the legal responsibilities of boards which include accepting and encouraging the need to keep moving, rejecting paralysis, fighting the resistance to hunker down, maintaining board recruitment and educational efforts, as well as CEO succession planning and recruitment.
Session Panelists:
- Moderator: Lynn Daly, Executive Vice President, HJ Sims
- Moderator: Jim Bodine, Executive Vice President, HJ Sims
- Presenter: Lisa C. Keenan, Principal, Miles & Stockbridge
Session Three: A Board’s Role in Mergers & Acquisitions, Strategic Affiliations and Sponsorship Transitions
Session Date & Time: Thursday, September 22, 11:00 am – 12:00 pm ET.
Session Description: This session provides insight into mergers, acquisitions and divestitures, affiliations and sponsorship transitions such as board preparedness and alignment in priorities when considering these strategic activities.
Session Panelists:
- Moderator: Lynn Daly, Executive Vice President, HJ Sims
- Moderator: Jim Bodine, Executive Vice President, HJ Sims
- Presenter: Doug Helman, Executive Director, Otterbein Granville SeniorLife Community
- Presenter: Molly Ingold, Board Chair, Otterbein Granville Board
- Presenter: Pam Richmond, Chief Strategy Officer, Otterbein
Session Four: Governing During Challenging Times
Session Date & Time: Thursday, September 29, 11:00 am – 12:00 pm ET.
Session Description: In this session, a panel of CEO’s will share best practices and lessons learned in governing during difficult and challenging times.
Session Panelists:
- Moderator: Lynn Daly, Executive Vice President, HJ Sims
- Moderator: Jim Bodine, Executive Vice President, HJ Sims
- Presenter: Rev. Kenneth Daniel, President/CEO, United Church Homes
- Presenter: Brett Kirkpatrick, President & CEO, Community First Solutions
Continuing Education for Each Session:
1.0 clock hour will be awarded upon successful completion. Pending BELTSS approval.
1.2 CPE hours will be awarded upon successful completion.
This program has been approved for Continuing Education for 1.0 total participant hours per session by NAB/NCERS—Approval #20230907-1-A86350-DL (Session 1), #20230914-1-A86374-DL (Session 2), #20230914-1-A86374-DL (Session 3), #20230928-1-A86376-DL (Session 4).
Criteria for successful completion: Attendance at entire event and submission of completed evaluation form.
LeadingAge Ohio is an approved provider by the Board of Executives of Long Term Services and Supports. Core of knowledge subject areas: Finance; Leadership and Management.
As stated in the Ohio Administrative Code Rule 4723-14-05, education that has been approved by a board or an agency that regulates a health care profession in Ohio or another jurisdiction is an acceptable option to meet nursing continuing education requirements.
LeadingAge Ohio is an approved CPE Sponsor from the Accountancy Board of Ohio, CPE.379, expiration date: 5.31.2023.