2022 Women in Business Summit

Palm City Chamber of Commerce Women in Business Summit
Sponsored by Rebecca Beckett, CFP®, HJ Sims

Date & Time: Thursday, September 22, 2:00pm – 5:00pm

Location: Charlie Leighton Park | Palm City Community Center | 2701 SW Cornell Ave. Palm City, FL

We would like to invite you to the Women in Business Summit on September 22, 2022, which is American Business Women’s Day. We are thrilled to be the presenting sponsor for this inaugural event to advocate and celebrate women in business.

Join us for relevant, spirited discussions and presentations from accomplished, local businesswomen on topics ranging from finance, education, business management and health & wellness. Discover, support and network with local businesswomen as they showcase their products and services. 

Photos from the Event

Meet the Speakers

Rebecca-Beckett

Rebecca Beckett, CFP®

Senior Vice President

HJ Sims

Donna

Donna Linton

Reverse Mortgage Advisor

Zarro Mortgage Group

Amanda

Amanda Foster

Mortgage Specialist

Zarro Mortgage Group

Jill-Marasa_Ashley Capital

Jill Marasa

Director of Development

Ashley Capital

Joan Goodrich_Martin County Bus Dev Board

Joan Goodrich

Executive Director

Martin County Business Development Board

Joanne Zarro

Joanne Zarro

President

Zarro Mortgage Group

Dr-lisa-grassam_Grassam Chiropractic

Dr. Lisa Grassam

Chiropractic Specialist

Grassam Spine & Wellness Center

Agenda

2:00 pm – 5:00 pm

Exhibits

2:10 pm – 2:35 pm

Tools You Can Use…
Speaker: Jill Marasa, Ashley Capital

2:40 pm – 3:05 pm

Mortgage Products & Credit in Today’s Environment
Speakers: Joanne Zarro; Amanda Foster; Donna Linton, Zarro Mortgage Group

3:10 pm – 3:35 pm

Women & Money: Challenges, Successes and Strategies
Speaker: Rebecca Beckett, CFP®, HJ Sims

3:40 pm – 4:05 pm

Top 10 Resources You Should Know (and Use)
Speaker: Joan Goodrich, Martin County Business Development Board

4:10 pm – 4:35 pm

The Power Of A Woman
Speaker: Dr. Lisa Grassam Smith, Grassam Chriopractic and Wellness Center

Location

2022 PCPCS Annual Conference

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.

Education Session:  Charter Schools As a Gateway to Community Development

Thursday, September 22 | 8:30 am – 9:30 am
A panel discussion lead by an SEC Licensed/MSRB Membered Financial Advisor, hosting Nationally recognized Tax Exempt Bond Underwriters (who are leaders in their respective areas) and locally known and respected Red Book Bond Counsel, on various Public Finance strategies and partnerships that have been used and can implemented to impact not only your school facility acquisition or expansion but housing, commercial development and infrastructure surrounding your school and desperately needed in your community.

Speakers:

  • Rich Harmon, Executive Managing Director, Head of Education Finance 
  • Brady Richardson, Assistant Vice President
  • Rodney D. Jones Sr. MBA, MA, Principal Advisor, National Capital Resources, LLC

Attendance:

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2022 NIC Fall Conference

We look forward to connecting at the NIC Fall Conference.

Meeting Room: Hospitality Suite #2042 in the Marriott Marquis 

Sponsorship:

HJ Sims is proud to be a NIC Café sponsor. 

Attendance:

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.

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LeadingAge OH September Governance Webinar Series

Thursdays in September from 11am – 12pm ET

Help Your Board Hit the Governance Bullseye

LeadingAge Ohio and HJ Sims invite you to join this exciting webinar series with your board members as HJ Sims provides a series of comprehensive virtual content geared directly toward the governance of senior living providers. The series will benefit all leaders in our field, especially board members, leadership teams and those new to these roles. Each session will tap the intellectual capital of industry experts from governance, law, finance, development, and strategic planning. Invite your board members and plan to attend the entire series for maximum impact!

We look forward to connecting at the LeadingAge Ohio Webinar Series.

 

Session One: Role of The Board

Session Date & Time: Thursday, September 8, 11:00 am – 12:00 pm ET.

Session Description: This session will highlight the unique roles of the board and management, how they partner to enhance organizational performance, and leading practices that help them in this journey.

Session Panelists: 

  • Moderator: Lynn Daly, Executive Vice President, HJ Sims
  • Moderator: Jim Bodine, Executive Vice President, HJ Sims
  • Chris McNiven, President & Opportunity Architect, Aspire Consulting Partners, Inc.
  • Joan Lampe, Transformation Agent & Strategic Implementer, Aspire Consulting Partners, Inc.
Learn more and Register

Session Two: Legal Responsibilities of Boards ***Rescheduled***

Session Date & Time: Thursday, October 6, 11:00 am – 12:00 pm ET.

Session Description: This session will address the legal responsibilities of boards which include accepting and encouraging the need to keep moving, rejecting paralysis, fighting the resistance to hunker down, maintaining board recruitment and educational efforts, as well as CEO succession planning and recruitment.

Session Panelists: 

  • Moderator: Lynn Daly, Executive Vice President, HJ Sims
  • Moderator: Jim Bodine, Executive Vice President, HJ Sims
  • Presenter: Lisa C. Keenan, Principal, Miles & Stockbridge
Learn more and Register

Session Three: A Board’s Role in Mergers & Acquisitions, Strategic Affiliations and Sponsorship Transitions

Session Date & Time: Thursday, September 22, 11:00 am – 12:00 pm ET.

Session Description: This session provides insight into mergers, acquisitions and divestitures, affiliations and sponsorship transitions such as board preparedness and alignment in priorities when considering these strategic activities.

Session Panelists:

  • Moderator: Lynn Daly, Executive Vice President, HJ Sims
  • Moderator: Jim Bodine, Executive Vice President, HJ Sims
  • Presenter: Doug Helman, Executive Director, Otterbein Granville SeniorLife Community
  • Presenter: Molly Ingold, Board Chair, Otterbein Granville Board
  • Presenter: Pam Richmond, Chief Strategy Officer, Otterbein
Learn more and Register

Session Four: Governing During Challenging Times

Session Date & Time: Thursday, September 29, 11:00 am – 12:00 pm ET.

Session Description: In this session, a panel of CEO’s will share best practices and lessons learned in governing during difficult and challenging times.

Session Panelists:

  • Moderator: Lynn Daly, Executive Vice President, HJ Sims
  • Moderator: Jim Bodine, Executive Vice President, HJ Sims
  • Presenter: Rev. Kenneth Daniel, President/CEO, United Church Homes
  • Presenter: Brett Kirkpatrick, President & CEO, Community First Solutions
Learn more and Register

Continuing Education for Each Session:

1.0 clock hour will be awarded upon successful completion. Pending BELTSS approval.

1.2 CPE hours will be awarded upon successful completion.

This program has been approved for Continuing Education for 1.0 total participant hours per session by NAB/NCERS—Approval #20230907-1-A86350-DL (Session 1), #20230914-1-A86374-DL (Session 2), #20230914-1-A86374-DL (Session 3), #20230928-1-A86376-DL (Session 4). 

Criteria for successful completion: Attendance at entire event and submission of completed evaluation form.

LeadingAge Ohio is an approved provider by the Board of Executives of Long Term Services and Supports. Core of knowledge subject areas: Finance; Leadership and Management.

As stated in the Ohio Administrative Code Rule 4723-14-05, education that has been approved by a board or an agency that regulates a health care profession in Ohio or another jurisdiction is an acceptable option to meet nursing continuing education requirements.

LeadingAge Ohio is an approved CPE Sponsor from the Accountancy Board of Ohio, CPE.379, expiration date: 5.31.2023.

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2022 CARF Accreditation Matters Webinar

Accreditation Matters: Insights from the newly updated Consumer Guide to Life Plan Communities

Join CARF and publication partners Herbert J. Sims & Co., Inc. and RKL, LLP for a free webinar highlighting the guide.

Description:

For CCRCs/life plan communities (LPCs), accreditation reflects the community’s voluntary commitment to quality, which involves a substantial investment of time and energy. Learn how to communicate this important achievement and what it means to current and prospective residents, their families, your team members, and others. Join CARF, along with our publication partners, RKL and H.J. Sims, for a presentation on the newly updated Consumer Guide to Life Plan Communities: Quality and Financial Viability and gain valuable tips for leveraging your investment in accreditation.

Time: 3:00 – 4:30PM ET

Presenters:

  • James Bodine, Executive Vice President, HJ Sims
  • Jeffery Boland, Partner, Senior Living Services Consulting Group, RKL, LLP
  • John Jenkins, Resident of Frasier, a CARF-accredited CCRC in Boulder, CO
REGISTER NOW
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