LeadingAge Michigan 2022 Annual Conference

HJ Sims will be there – start a conversation with one of our expert not-for-profit team members specializing in structuring and underwriting senior living and long term care financings.

 

Educational Session: Senior Living Change and Growth – Future Ready!

Session Date & Time: Tuesday, May 24th, 4:15-5:15pm (ET)

Session Description:

Due to demographics and the eminent change our consumer demand as well as the increased challenges in dealing with Skilled Nursing and the shrinking work force – life plan communities must change and adapt to be successful and ‘future-ready.’

Presenters will discuss ways providers are changing to adapt to future needs. Hear from an architect, a marketing expert and a banker about examples on models of senior living that are already starting to challenge traditional communities. They will explore how communities can do more with less by offering service flexibility and focusing on qualitative vs. quantitative experience. Two Providers who are/have undergone significant change are Clark Retirement Communities, who merged into a larger NFP Senior Living System, while growing on their own campus, and Resthaven, who is in the process of building/opening two new campuses. Hear from the Providers how their changes adapt to their organization’s perceived needs for the future.

Learning Objectives: 

  1. Discover how demographic projections and major economic disruptors like the pandemic, labor shortages and soaring home prices will impact senior living communities and their consumers for years to come, including how LPCs are doing more with less.
  2. Existing / traditional Life Plan Communities can transform themselves to meet new or changing markets while staying true to their mission.
  3. Learn from two real case studies, how Western Michigan providers have embraced change and growth to best prepare their organizations for the future. Understand their thought-process and their stake-holder’s (residents, staff, board’s) reaction to their bold changes.

Featured Speakers:

  • Lynn Daly, Executive Vice President, HJ Sims
  • Brian Pangle, CEO, Clark Retirement Communities
  • Deedre Vriesman, CEO, Resthaven
  • Hoppy Sell, Tandem
  • Margaret Yu, RLPS

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

LeadingAge California 2022 Annual Conference & Expo

HJ Sims will be there – start a conversation with one of our expert not-for-profit team members specializing in structuring and underwriting senior living and long term care financings. 

Educational Session: The Power of Innovative Senior Services Boards

Session Date & Time: Monday, May 16, 4:15-5:15 pm (PDT).

Session Description: Not-for-profit senior living management teams expect their boards to be forward-thinking, strategic, and innovative – enabling these same attributes within the organizations they serve. Innovation at the board level is a function of various elements – including when there is a defined strategic direction and best practices in place. What are the roles of the board? What does an effective board look like? What are some tools boards can use to remain focused on their organizations’ mission? How should boards respond when facing unexpected changes? Related to strategy, specifically: Is strategic thinking a strategy? Does the board or management create the strategic plan? Join us with board and executive management representatives of one or more senior services providers, for an informative discussion that will explore elements of an innovative board.

Learning Objectives: 

  1. Identify common issues experienced by not-for-profit senior services boards and best approaches to avoidance/correction and solutions
  2. Understand the responsibilities of board members and their role in determining the strategic direction of the organization
  3. Gain tools for adjusting to change and spearheading innovation following the organization’s vision and mission
  4. Develop solutions around board “tension areas”

Featured Speaker:

LeadingAge Illinois 2022 Annual Meeting & Expo

Evolution.

We look forward to connecting at the LeadingAge Illinois Meeting & Expo.

Educational Session: The Power of Innovative Senior Services Boards

Session Date & Time: Wednesday, May 18, 10:30-11:30 am.

Learning Objectives: 

  1. Learn the twelve principles of governance
    that power exceptional boards and how
    they can be applied to an organization
  2. Gain an understanding of how to shift the
    board from crisis management back to
    strategic planning
  3. Understand the roles and responsibilities of
    post-pandemic governing boards and be
    able to share that wisdom with a board

Educational Session: Navigating Turbulent Times: A Strategic Approach to Setting Your Community’s Course for the Future!

Session Date & Time: Wednesday, May 18, 4:00-5:00 pm.
 

Learning Objectives: 

  1. Learn how to engage in a strategic planning
    process and apply outcomes to successful
    community re-positioning
  2. Discover how to leverage current and
    emerging demographic and financial
    statistics to strengthen the financial future
    of senior living communities
  3. Learn how to apply new design trends
    in senior living to both large and
    small-scale projects

Featured Speaker:

LeadingAge MD 2022 Annual Conference

LeadingAge Maryland Logo

Momentum.

We look forward to connecting at the LeadingAge Maryland conference & EXPO.

Sponsorship:

HJ Sims is proud to be a Gold Sponsor for LeadingAge Maryland. 

Visit the HJ Sims booth on the EXPO Floor, and start a conversation today. 

Attendance:

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

2022 SC Public Charter School Alliance Leadership Summit

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.

Thought Leadership

Session Title: Charter School Board Development & Responsibility – Best Practices

Session Date & Time: Wednesday, April 27, 2022 at 3:15 pm

Learning Objectives:

  1. Learn the twelve principles of governance that power exceptional boards and how they can be applied to an organization
  2. Gain an understanding of how to shift the board from crisis management back to strategic planning
  3. Understand the roles and responsibilities of  post-pandemic governing boards and be able to share that wisdom with a board

Featured Speaker:

  • Richard Harmon, Executive Managing Director, Head of Public Finance Education, HJ Sims

Attendance:

  • Richard Harmon, Executive Managing Director, Head of Public Finance Education, HJ Sims

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

Arkansas Charter Schools Conference 2022

2022 Annual Conference

The Arkansas Charter Schools Conference (ACSC) is an annual gathering for charter school leaders who bring important and diverse perspectives to K-12 education. Educators, advocates, and leaders are invited to attend in-person and share ideas about the future of education and how we can prepare all students to achieve their most ambitious dreams and plans. This will be an opportune time to collaborate with educators from around the state, hear from nationally recognized experts, and explore successful strategies together. 

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.

Attendance:

PAHSA 2022 Spring Conference & 62nd Annual Meeting

PAHSA Logo - Vertical

Presbyterian Association of Homes & Services for the Aging 

Senior living organizations have seen dramatic changes and tall challenges. How do we actively commit to diversity, equity, inclusion and justice within our organizations? How do we change the narrative and public understanding of senior living for the better? How can we gain strategic foresight to navigate and leverage forces influencing our mission?

Come stretch your mind and rejuvenate your spirit with your colleagues in ministry to older adults. We’ll engage these challenging topics and encourage each other within the fellowship of senior housing and services leaders.

HJ Sims will be there – start a conversation with one of our expert not-for-profit team members specializing in structuring and underwriting senior living and long term care financings.

Attendance:

LeadingAge South Carolina Annual Conference 2022

Leading Age South Carolina Logo

2022 LeadingAge SC Annual Conference & Trade Show

HJ Sims will be there – start a conversation with one of our expert not-for-profit team members specializing in structuring and underwriting senior living and long term care financings.

Visit us in our exhibit booth at the trade show. We are proud to support LeadingAge South Carolina as a Diamond Sponsor.

Attendance:

UMA 2022 Annual Meeting

United Methodist Association Logo

Growing in Partnership.

Join peers across the country in examining UMA’s communities’ most pressing and emerging needs while deepening connections. Connect deeply, maximize learning and recalibrate as we move forward in an uncertain, yet promising, future.

Exhibiting:

Visit HJ Sims at our exhibiting table in the lobby of The DeSoto Hotel. Start a conversation today.

Sponsorship:

HJ Sims is proud to to be a Wesley sponsor of the United Methodist Association of Health and Welfare Ministries. 

Thought Leadership

Educational Session: Developing and Operating Communities to Serve Middle-Income Seniors

Session Date & Time: Tuesday, April 26, 10:15 – 11:45am

Track: Finance and Operations, Governance and Leadership.

Learning Objectives: 

  1. Evaluate capital strategies and disciplines needed to develop a moderate-income project.
  2. Determine the best financing methods and capital structures for these communities.
  3. Realize how changes to traditional business and pricing models help attract seniors and manage operating expenses.

Featured Speakers:

  • Lynn Daly, Executive Vice President, HJ Sims
  • Kevin Anderson, President & CEO, Wesley Homes
  • David Buckhorn, President & CEO, Wesley Commons

Contacts:

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

LeadingAge GA 2022 Annual Conference

LeadingAge GA Logo

Momentum.

We look forward to connecting at the LeadingAge Georgia conference and EXPO.

Sponsorship:

HJ Sims is proud to sponsor the Georgia Institute on Aging and LeadingAge Georgia. 

Thought Leadership

Educational Session: HUD Refinancing Options for Senior Housing and Healthcare Communities

Session Date & Time: Wednesday, April 27, 10:15-11:15 am.

Session Description: This program will present a summary of HUD’s mortgage insurance programs for refinancing affordable senior housing and healthcare communities. Discussion topics will include situations that warrant a refinancing, key business issues to consider when refinancing, and an overview of HUD refinancing programs and the Interest Rate Reduction protocol.

Learning Objectives: 

  1. Give participants a general understanding of HUD mortgage insurance programs that are available to refinance their communities.
  2. Provide case studies illustrating the effective use of the mortgage insurance programs.

Featured Speaker:

  • Anthony Luzzi, President, Sims Mortgage Funding

Contacts:

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

ASA 2022 On Aging Conference

American Society on Aging Logo

2022 On Aging Conference

The theme of the 2022 Conference is Advancing Economic Security.

HJ Sims is proud to be a thought leader and present at On Aging, considered to be the nation’s largest multidisciplinary conference on aging.

Education Session:

Reaching a Diverse Middle Market through Innovative Engagement, Funding & Design Strategies

Session Description:

Explore programming, engagement, design and funding strategies to develop age-friendly, diverse, middle market housing. This session will delve into the formation of key strategic partnerships for successful community integration and inclusion. The panel will highlight housing strategies that address the key themes of Innovation and Social Impact, Economic Security and Justice and Equity.

Panelists:

  • Lynn Daly, Executive Vice President, HJ Sims
  • Evon Bergey, Vice President of Community Initiatives, Landis Communities
  • Craig Kimmel, Partner, RLPS Architects
  • Elizabeth Soto Albrecht, Diversity Consultant

Attendance:

AJAS 2022 Annual Conference

AJAS Logo

Collaborative Café:

A reinvented way of exhibiting – Visit us at table #20.

Sponsorship:

HJ Sims is proud to sponsor AJAS, and an Evening with Doris Kearns Goodwin. Doris Kearns Goodwin, is a presidential historian and Pulitzer Prize-winning author, who is poised to offer her insights on leadership.

Thought Leadership

Educational Session #1: What’s Next for Jewish Senior Living Communities

Session Date & Time: Monday, April 4, 10:00 – 10:45am

Session Description: Many Jewish Senior Living Communities have long, successful histories of serving seniors, particular as relates to providing skilled nursing care. In many markets, Jewish Senior Living Communities are viewed as providing the highest level of care in their markets, attracting as many or more non-Jewish residents as Jewish residents. But with aging physical plants, changing reimbursement systems and changing consumer preferences, organizations are facing declining margins and the need for enhanced fund raising to deal with on-going operating deficits. Looking to the future, what are the key metrics and options senior leadership of Jewish Senior Living Organizations should focus on?

Featured Speakers:

  • Aaron Rulnick, Managing Principal, HJ Sims
  • Jason Jorgenson, Vice President/Managing Director of Development, LCS
  • Joe Weisenburger, Vice President/Senior Director of Business Development, LCS
  • Blake Gillman, Vice President/Director of Post-Acute Care Services, LCS
  • Rachel Blumberg, Executive Director, Sinai Residences of Boca Raton

Education Session #2: Community Lay Leaders Program

Creating Strategic Partnerships and Affiliations While Bridging Mission and Vision

Session Date & Time: Monday, April 4, 4:00 – 6:00pm

Session Description: Learn how innovative boards and senior leadership are utilizing strategic partnerships, non-traditional affiliations and new approaches to growth and sustainability. As long term care utilization is continuing to decline and reimbursement is continuing to shrink the financial gaps growth where communities can no longer fundraise their way out of it. The program will review new programs, services and affiliations designed to capture younger consumers, broaden your organization’s reach and enable your communities to be self-sustaining.

Featured Speakers:

  • Carol Silver Elliot, President and CEO, Jewish Family Home
  • Dan Cinelli, Principal, Perkins Eastman
  • Aaron Rulnick, Managing Principal, HJ Sims
  • Melinda Schmitz, President, Sage Age
  • Brian Schiff, Managing Director, BS&A
  • Jeff Weatherhead, Chief Operating Officer, Aldersgate

Contacts:

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

California Charter Schools Conference

California Charter Schools Logo

2022 California Charter Schools Conference

The California Charter Schools Conference is the state’s premiere charter event and delivers three days of inspirational keynotes and critical sessions with turnkey tools and strategies for educators, school leaders, and advocates. HJ Sims will be there – start a conversation with one of our expert team members specializing in structuring and underwriting charter school and education financings.

HJ Sims is proud to support the CCSA as one of the Welcome Reception sponsors.

Attendance:

  • William Sims, Managing Principal
  • Rich Harmon, Executive Managing Director & Head of Public Finance Education
  • Rob Nickell, Executive Vice President
Exhibit:
  • Please stop by and visit us at booth #1426.
Contact:
California Charter Schools sponsor graphic
California Charter Schools Exhibitor Graphic

Mennonite Health Assembly 2022

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MHS’s Mennonite Health Assembly

HJ Sims is proud to be an MHS Supporter Sponsor.

Thought Leadership and Educational Session:

The Power of Innovative Senior Services Boards

Session Date & Time: Friday, March 25, 2:30 – 3:30 pm

Session Description: Not-for-profit senior living management teams expect their boards to be forward-thinking, strategic and innovative. Innovation at the board level is a function of various elements, including a defined strategic direction and best practices in place. So, what does an effective board look like? What are some tools boards can use to remain focused on their organizations’ mission? ? Does the board or management create the strategic plan?

Join Baker Tilly and HJ Sims, together with the Board Chair and Chief Operating Officer of Landis Communities, for an informative an interactive discussion that will explore elements of an innovative board although anyone is welcome.

  • Learn the 12 principles of governance that power exceptional boards and how they can be applied to your organization.
  • Gain and understanding of how to shift the board from crisis management back to strategic planning.
  • Refresh your knowledge of the roles and responsibilities of governing boards, post-pandemic, and be able to share that wisdom with your board.

Featured Speakers:

  • Lynn Daly, Executive Vice President, HJ Sims
  • Beverly Asper, Baker Tilly
  • Evon Bergey, Landis Communities
  • Allon Lefever, Landis Communities

Contacts:

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

LeadingAge 2022 Leadership Summit

LeadingAge National Logo

2022 Leadership Summit

Leaders and c-suite level executives in aging services gather together and network to gain insight, explore ideas, collaborate with peers, and influence the nation’s decision makers. HJ Sims will be there – start a conversation with one of our expert not-for-profit team members specializing in structuring and underwriting senior living and long term care financings.

Attendance:

NABL Institute

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National Association of Bond Lawyers: NABL U The Institute

Thought Leadership and Educational Session:

Hot Topics in Disclosures for 501(c)(3) Borrowers

Session Date & Time: Thursday, March 3, 5:00 – 6:15pm ET

This panel will cover hot topics in disclosure for 501(c)(3) borrowers in the following sectors: health care, senior living, housing, and higher education. Disclosure considerations unique to each sector will be discussed as well as topics that apply to all such as bank loan disclosure, recent SEC risk factor guidance, cybersecurity, climate change, and LIBOR. Disclosure considerations concerning taxable 501(c)(3) bonds will also be discussed along with the particular considerations in connection with ongoing disclosure, foreign legends and tax disclosure.

Featured Speakers:

  • Melissa Messina, Senior Vice President, HJ Sims
  • Panel Chair: Bill Burns, Gilmore & Bell, P.C., Kansas City, MO

Contacts:

  • Melissa Messina, Senior Vice President

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

Governance Webinar Series

Education Series: 

Governance Webinar Series: 4-part series addressing today’s most pressing governance topics.

Series 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 2022 series will offer a more in-depth look at how Board Members should play an active part in a community’s strategic planning, culture development, and more.

This webinar series is held in conjunction with LeadingAge Maine/New Hampshire, LeadingAge Virginia, Plante Moran Living Forward, and United Methodist Association.

Individual Session Details: 

Navigating Strategic Planning

  • This session will discuss the board’s role in Strategic Planning: what are the keys to ensuring a successful process and questions all boards should be asking in our new reality.
  • January 13, 2022 from 11am to 12:30pm ET
  • Facilitators: Melissa Andrews, President & CEO, LeadingAge Virginia, and Dana Wollschlager, Practice Leaders & Partner, Plante Moran Living Forward

Strategic Planning Hot Topics

  • This session will address important topics to incorporate into Strategic Planning, such as your role in work force, living wages, future of nursing care, how culture drives operational outcomes, and technology categories that drive differentiation and adds value.
  • January 27, 2022 from 11am to 12:30pm ET
  • Facilitators: Melissa Andrews, President & CEO, LeadingAge Virginia, and Greg Hensley, Senior VP, Plante Moran Living Forward

Governance Through Transitions

  • In this dynamic time of change for nonprofit organizations, leadership and governing boards must ready themselves for leadership and landscape changes that will impact their organizations. The fast pace of change dictates that boards and leadership have ongoing frank conversations about succession planning, partnerships, organizational structure, and how best to work together.
  • February 10, 2022 from 11am to 12:30pm ET
  • Facilitator: Tom Bowden, VP, HJ Sims, and Greg Hensley, Senior VP, Plante Moran Living Forward

Cultivating Diversity in Nonprofit Board Rooms

  • Diversity of expertise, experience and perspective on nonprofit boards can strengthen an organization’s ability to make good decisions and to plan for the future. Strategic work – including transparency, culture, and curiosity – to achieve diversity, equity, and inclusion is a renewed priority for organizations seeking sustainability and improved overall performance. This session will focus on the deep, critical, and intentional work that boards can take to develop a more diverse, equitable, and inclusive board that reflects the community served.
  • February 24, 2022 from 11am to 12:30pm ET
  • Facilitators: Mary Kemper, President & CEO, United Methodist Assn. of Health & Welfare Ministries, Boris Henderson, Chief Strategy Officer, Aldersgate Life Plan Services, and Melinda Jordan Payne, Retired

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