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Health Care Conference - Wednesday Only

June 12
8:00 a.m. - 4:00 p.m.

Penn State Great Valley Conference Center Bldg
Malvern - Map it

CPE Credits



PICPA Member: $329 | Nonmember: $429

CLE Credit Add-On: $50

 More Information

Course No.


This conference provides accounting and financial professionals with the latest developments and changes impacting the health care industry – from tax reform and emerging technologies to care delivery and payment methods and a generationally diverse workforce.


James P. Bodine
Executive Vice President
Herbert J. Sims & Co. Inc.

Jim specializes in senior living and healthcare finance, with extensive experience providing financing and advisory services for the acquisition, development, expansion, refinancing/recapitalization and corporate affiliation of senior living and healthcare services providers.

With more than 30 years of investment banking experience, he has completed more than 150 transactions totaling more $3.25 billion in tax-exempt and taxable debt financing under a range of structures and credit profiles, along with private and public equity financing and mergers and acquisitions advisory assignments, for not-for-profit and for-profit providers/companies.

Prior to joining HJ Sims in 2014, Jim spent eight years BB&T Capital Markets, eight years at Janney Montgomery Scott, and 11 years at Wheat First Butcher, as a Managing Director at each firm and all based in Center City Philadelphia.

Jim serves on the Board of Directors and Fiscal Oversight Committee of The Philadelphia Protestant Home, a not-for-profit senior living provider based in Philadelphia, and on the Investment Committee of Elwyn, a not-for-profit provider of services to individuals with developmental, physical, and emotional disabilities based in Media, PA. He is the Co-Founding Chairman of Run to Remember, a running team conducting fundraising and other activities in support of the Alzheimer’s Association Delaware Valley Chapter.

Jim serves as a member of the CARF Financial Advisory Panel (FAP), representing HJ Sims, providing input on development of financial standards and strategic educational resources for the senior living sector.

Jim received his B.S. in Economics and M.B.A. from The Wharton School at the University of

March 2017

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