The 21st Annual HJ Sims Late Winter Conference

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

Our 21st 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 Coming Soon
Conference Video Coming Soon
Conference Presentations

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.

Conference Details

Conference Agenda
Conference Speakers

Save the Date

The 22nd Annual HJ Sims Annual Conference will be held February 25th-27th at the Worthington Renaissance in Fort Worth, Texas. Stay tuned for more information soon. We can’t wait to see you there!

For more information, please contact Cheryl Laing.

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:
Start a Conversation
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:

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

LeadingAge 2022 Leadership Summit

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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:

Start a Conversation

NABL Institute

National Association of Bond Lawyers Logo

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
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 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.