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:
- 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.
- Existing / traditional Life Plan Communities can transform themselves to meet new or changing markets while staying true to their mission.
- 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:
- Identify common issues experienced by not-for-profit senior services boards and best approaches to avoidance/correction and solutions
- Understand the responsibilities of board members and their role in determining the strategic direction of the organization
- Gain tools for adjusting to change and spearheading innovation following the organization’s vision and mission
- Develop solutions around board “tension areas”
Featured Speaker:
- Lynn Daly, Executive Vice President
- Brady Johnson, Senior Vice President
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:
- Learn the twelve principles of governance
that power exceptional boards and how
they can be applied to an organization - Gain an understanding of how to shift the
board from crisis management back to
strategic planning - 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!
Learning Objectives:
- Learn how to engage in a strategic planning
process and apply outcomes to successful
community re-positioning - Discover how to leverage current and
emerging demographic and financial
statistics to strengthen the financial future
of senior living communities - Learn how to apply new design trends
in senior living to both large and
small-scale projects
Featured Speaker:
- Lynn Daly, Executive Vice President
LeadingAge MD 2022 Annual Conference
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:
- Melissa Messina, Executive Vice President & Associate General Counsel, Investment Banking
- Aaron Rulnick, Managing Principal, HJ Sims
- Brady Richardson, Assistant Vice President, HJ Sims
- David Saustad, Senior Associate, HJ Sims
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:
- Learn the twelve principles of governance that power exceptional boards and how they can be applied to an organization
- Gain an understanding of how to shift the board from crisis management back to strategic planning
- 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:
- Robert Nickell, Executive Vice President, Public Finance Education
LeadingAge North Carolina 2022 Annual Conference
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.
We are proud to be a Bronze Business Member of LeadingAge North Carolina.
Attendance:
- Thomas Bowden, Senior Vice President
PAHSA 2022 Spring Conference & 62nd Annual Meeting
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:
- Aaron Rulnick, Managing Principal
- Melissa Messina, Executive Vice President & Associate General Counsel, Investment Banking
LeadingAge South Carolina Annual Conference 2022
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:
- Tom Bowden, Senior Vice President
UMA 2022 Annual Meeting
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:
- Evaluate capital strategies and disciplines needed to develop a moderate-income project.
- Determine the best financing methods and capital structures for these communities.
- 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:
- Aaron Rulnick, Managing Principal
- 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 GA 2022 Annual Conference
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:
- Give participants a general understanding of HUD mortgage insurance programs that are available to refinance their communities.
- Provide case studies illustrating the effective use of the mortgage insurance programs.
Featured Speaker:
- Anthony Luzzi, President, Sims Mortgage Funding
Contacts:
- Tom Bowden, Senior Vice President, HJ Sims
- 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.
ASA 2022 On Aging Conference
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:
- Lynn Daly, Executive Vice President
LeadingAge 2022 Maine/New Hampshire Annual Conference & EXPO
2022 Annual Conference & EXPO
HJ Sims is proud to be a partner and Bronze Sponsor of LeadingAge Maine and New Hampshire.
Visit the HJ Sims booth on the EXPO Floor, and start a conversation today.
Attendance:
- Andrew Nesi, Executive Vice President
AJAS 2022 Annual Conference
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:
- Aaron Rulnick, Managing Principal
- 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.
California Charter Schools Conference
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
- Please stop by and visit us at booth #1426.
- Robert Nickell Jr., Executive Vice President at 214.681.0952 or [email protected].
Mennonite Health Assembly 2022
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:
- 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 2022 Leadership Summit
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:
- Aaron Rulnick, Managing Principal
- James Bodine, Executive Vice President
- Lynn Daly, Executive Vice President
- Melissa Messina, Executive Vice President & Associate General Counsel, Investment Banking
- Thomas Bowden, Senior Vice President
NABL Institute
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