AJAS 2023 Annual Conference

HJ Sims is proud to be a Sponsor at the AJAS 2023 Annual Conference and we look forward to connecting. Visit us at booth #310.

Education Sessions:

Revenue Cycle & Cash Flow Management 
Monday, March 20 | 3:15 – 4:00 pm

Revenue optimization and cash management must be at the core of today’s operating priorities. Accurate charge captures, claim submission, remittance processing, insurance follow-up and collections have never been as important as they are today. Understanding cash flow from operations, investing, and financing activities are critical success factors in every community. This session will review case studies to reveal best practices as well as precarious paths of practice secondary to insufficient attention and detail of practice.

  • Patrick McCormick, Partner, Plante Moran
  • Brandy Stefanco, Chief Financial Officer, Jewish Home Family
  • Aaron Rulnick, Managing Principal, HJ Sims (Moderator)

Stuck in the Middle: Strategy and Design to Service the Mid-Income Senior Market
Tuesday, March 21 | 10:00 – 10:45 am

As a country and industry, we have done an excellent job meeting the healthcare and housing needs of high-net-worth and upper-middle-class older adults who can afford higher-end and market-rate senior living. However, we are struggling to meet the needs of our middle-income older adults, who arguably have fewer options than their counterparts on either side of the spectrum.

How do we meet the needs of the older adults who have enough income and assets to disqualify them for traditional affordable housing but not enough to afford an entrance-fee or private-pay senior living community? We’ll answer that question in an insight-filled session covering industry demographics trends and development strategies to make construction affordable and marketable to older adults on a fixed income.


  • Aaron Rulnick, Managing Principal, HJ Sims
  • Jamie Timoteo, Principal, Plante Moran Living Forward


2023 California Charter Schools Conference (CCSA)

HJ Sims is proud to be a Sponsor at the 2023 California Charter Schools Conference and we look forward to connecting.

Visit us at booth #726.

Education Session

Should I Stay or Should I Grow
Tuesday, March 14 | 1:45 pm – 3:00 pm

Panelists, including a school representative, investment banker, attorney, and other strategic partners will (1) discuss the top considerations for growth and replication, (2) provide salient examples of well-executed growth plans, and (3) leave lots of time for Q&A.


  • Daniel Lee, CEO, ICON School Management
  • Sarah Kollman, Partner/Attorney at Law, Young, Minney & Corr, LLP
  • Robert Nickell, Executive Vice President, HJ Sims
  • Don Wilson, Superintendent, Vista Charter Public Schools
  • Karl Yoder, Managing Partner, Key Charter Advisors, LLC



2023 LeadingAge Illinois Annual Meeting & Expo

HJ Sims is proud to be a part of the 2023 LeadingAge Illinois Annual Meeting & Expo. We look forward to connecting at the event.

Education Sessions:

Creative Financing During Challenging Times: How Phasing & Financing Can Help Your Project Get Done
Wednesday, March 8, 2023 | 2:45 pm – 3:45 pm

  • Examine the importance of continuing to plan and move forward, even in tougher times.
  • Discuss how Phasing a project and incorporating some creative financing options can make a project viable.
  • Explore how Evenglow and Clark Lindsey Village used phasing and creative financing to close on their transformative projects in 2022, despite the increases in construction costs and interest rates.


  • Lynn Daly, Executive Vice President, HJ Sims
  • Kyle DeHenau, LEED AP, Vice President, Plante Moran Living Forward

If You’re Not at the Table, You’re Probably on the Menu: Preparing Your Board for M&A Opportunities
Wednesday, March 8, 2023 | 4:00 pm – 5:00 pm

  • Examine the importance of keeping your board up to date with the type and velocity of affiliations and sponsorship transitions happening in the Senior Living Industry.
  • Discuss how other non-profits and for-profits are successfully positioning themselves to grow (and/or divest) via Mergers and Acquisitions.
  • Explore how to use the take-away tool and how it can be customized for your community. A sample will be discussed and the tool will be available for providers to ‘take-home’ after the session.