HJ Sims looks forward to connecting at the InterFace Seniors Housing Northeast.

Education Session 

Who’s Buying, Who’s Selling & Transaction Trends in the Investment Sales Market

November 30 | 11:45 am – 12:35 pm

Presenters:

• Curtis King, Executive Vice President, HJ Sims
• Ken Assiran, Managing Principal, Capital Health Group
• Scott Corbin, Vice President, AEW Capital Management
• Isaac Dole, Founder/CEO, Birchwood Healthcare Partners
• George Mesires, Partner, Faegre Drinker – Moderator

Attendance:

• Curtis King, Executive Vice President

HJ Sims will be there – start a conversation with one of our expert education finance team members specializing in structuring and underwriting public sector and charter school financings.

Attendance:

• Aaron Rulnick, Managing Principal
• Robert Nickell, Executive Vice President

We look forward to connecting at the LeadingAge PA Fall Finance Conference.

Sponsorship:

HJ Sims is proud to be a sponsor for LeadingAge PA.

Education Session:

Keynote: State of our Worlds – Perspectives on Insurance/Risk Management, Capital Formation/Financing & Operations in Senior Living

Tuesday, November 15, 2022 | 9:30 – 10:30 am

This session will:

1. Describe current conditions and key drivers impacting the insurance, financing and operations within the senior living sector
2. Outline effective approaches to managing these challenging and, in some cases, unprecedented conditions
3. Offer perspectives on how conditions may evolve and how to best position organizations for what may be to come including continuing uncertainty

Featured Speakers:

• James Bodine, Executive Vice President, HJ Sims
• Jeffrey E. Boland, CPA, Partner / Senior Living Services Consulting, RKL 
• Patrick Mullen, President, Commercial Insurance, Johnson Kendall & Johnson, Inc

Session: Capital Investment & Project Development Post-Pandemic – From Inception to Implementation

Tuesday, November 15, 2022 | 3:30 – 4:30 pm

The presentation, in panel format, will offer a comprehensive view of the project development/capital investment process across its life cycle…from conception through completion including planning, financing, constructing as well as operation. It will include perspectives from key project development team members: i) from an architect, project planning, design and development processes and costing including identifying hurdles and solutions to navigate these challenges, ii) from an investment banker, exploring the sources of financing and conceiving a plan of finance that funds the required investment while supporting/enhancing financial feasibility and organizational stability and iii) from a senior services provider, framing the organizational considerations and objectives as well as required thresholds associated with capital investment/project development throughout the process.

Featured Speakers:

• James Bodine, Executive Vice President, HJ Sims
• Siamac Afshar, Vice President, HJ Sims
• Dyan McAlister, Chief Financial Officer, Presbyterian Senior Living
• Richard Quinn, Principal, Spiezle Architectural Group
• Todd Waskowitz, Director of Construction Services, Spiezle Architectural Group

Attendance:

• James Bodine, Executive Vice President
• Siamac Afshar, Vice President

HJ Sims will be there – start a conversation with one of our expert education finance team members specializing in structuring and underwriting public sector and charter school financings.

Education Session:

School Daze: Navigating the Facility Financing Maze
November 15, 2022 | 2:00 pm – 3:15 pm

For many charter school leaders and their boards throughout the country, navigating the need for a high-quality facility remains one of their most significant organizational challenges. Add the backdrop of the COVID-19 pandemic and plotting a course through current and future facility needs has become an even more challenging exercise. Is your school planning a facilities expansion or renovation? Join us to learn the key to planning a successful facilities project and understand the potential cost of that project. During our session, a panel of charter school experts will introduce school leaders to the critical elements of project planning and creditworthiness. We will begin our session with a brief icebreaker to gauge who is in the room and their level of facility financing knowledge. Our three experts will then introduce the critical elements of facility project planning and credit worthiness. Following the panel, attendees will be guided through an exercise that estimates key facility project costs. To conclude the session, panelists will work with attendees in small groups to answer their facility financing questions. Attendees will walk away from our session with the tools to solve their facilities challenges.

Presenters:

• Kaiti Wang, Vice President, HJ Sims
• Crystal Langdon, Director of Lending, Local Initiatives Support Corporation
• Kelly Theofanis, Loan Officer, Charter School Financing, Local Initiatives Support Corporation
• Kahlmus Eatman, Chief Operating Officer, Pacific Charter School Development

Attendance:

• Robert Nickell, Executive Vice President
• Kaiti Wang, Vice President

HJ Sims will be there – start a conversation with one of our expert education finance team members specializing in structuring and underwriting public sector and charter school financings.

Education Session:

Backwards Planning for Financial Success… and Greater Student Impact…

Schools have more impact when their leaders can spend their time worrying about instruction and student needs. Planning well and maintaining strong financials helps schools focus more on the kids and their academic success. Join our session to learn some basic metrics to track regularly, understand what these metrics mean for your school, and how to plan ahead for big capital projects, like that nice new facility.

School leaders and board members should leave with increased financial confidence and knowing the following:

1. Important metrics to know and track, and what they actually mean for your school
2. Benchmarks for financial sustainability
3. Timelines and best practice for planning for growth and large capital projects

Featured Speakers:

• Shannon Falon, Vice President
• Rich Moreno, CFO, Charter Schools USA

Attendance:

• Rich Harmon, Executive Managing Director, Head of Education Finance 
• Shannon Falon, Vice President