The 9th Annual Education Finance & Loan Symposium

May 24 - 25, 2017

The Westin Alexandria (in Old Town, VA)

Washington D.C.

9th Annual Education Finance & Loan Symposium Detailed Agenda

The agenda posted below is preliminary and session order and topics are subject to change.

Applications are now being reviewed from executives who wish to become members of our Executive Speaking Faculty. If you have extensive knowledge of education finance/student loans and would like to apply for a position on our speaking faculty, please complete our online JOIN OUR FACULTY application or contact:

Don Buford, Founder & CEO, iiBIG
Phone: 212-300-2521  |  Email:

Wednesday, May 24, 2017

7:00 - 11:30 am
Exhibition Set-up

11:30 - 12:15 pm
(Refreshment Services in Exhibit Hall)

12:15 - 12:20pm
Welcome to Alexandria: Introductions

12:20 - 1:20pm
(SL01) Opening Panel: State of the Education Finance and Lending Industry in 2017

Ken Ruggiero
Ken Ruggiero, President & CEO,
Goal Structured Solutions (GS2) – San Diego, CA

Beth Akers
Beth Akers, Senior Fellow,
Manhattan Institute – New York, NY

Debra Chromy
Debra Chromy, EdD, President,
Education Finance Council – Washington, DC

Daniel Meyers
Daniel Meyers, Chairman & CEO,
First Marblehead – Medford, MA

Mike Pierce
Mike Pierce, Deputy Asst. Director and Sr. Advisor to Student Loan Ombudsman, Consumer Finance Protection Bureau (CFPB) – Washington, DC

1:25 - 2:10pm
(SL03) Current Origination Opportunities in Student Loans

Steve Winnie
Steve Winnie, President & COO,
Campus Door – Carlisle, PA

Charlie Kelley
Charlie Kelley, Executive Director,
Rhode Island Student Loan Authority – Warwick, RI

Jack Zoeller
Jack Zoeller, Founder & CEO,
Purefy – Washington, DC

2:10 - 2:45pm
PM Networking Break

2:45 - 3:30pm
(SL04) Servicing Dynamics: Keeping Up With The Times

Larry Chiavaro
Larry Chiavaro, Executive Vice President,
First Associates – San Diego, CA

Steve Kohles
Steve Kohles, President,
Reunion Student Loan Finance Corp. - Aberdeen, SD

3:35 - 4:20pm
(SL05) Student Loans Collection Trends: Dealing with Distress

Robert Hanna
Robert Hanna, Director, Business Development,
Weltman, Weinberg & Reis Co., LPA – Warren, NJ

Rob Fite
Rob Fite, VP, Business Development & Marketing,
Telrock Systems, Inc. – Atlanta, GA

Jeff Simendinger
Jeff Simendinger, COO,
SIMM Associates – Newark, DE

4:25 - 5:10pm
(SL02) Point/Counterpoint: A Pro/Con Debate on the role the Federal Government should play in the origination, servicing and collection of Student Loans

Henry Howard
Henry Howard, President & CEO,
U.S. Education Finance Group – Miami, FL

Daniel Pianko
Daniel Pianko, Managing Director,
University Ventures – New York, NY

5:15 - 6:45pm
Evening Networking Reception

Thursday, May 25, 2017

8:30 - 9:10am
Continental Breakfast and Networking

9:15 - 9:50am
(SL06) College and University Roundtable: A View From The Schools

Moderator:Randall Schmidt
Randall Schmidt, SVP Business Development,
Goal Structured Solutions (GS2) – San Diego, CA

Marilena Botoulas
Marilena Botoulas, Assistant Dean for Financial Aid,
Columbia University, Graduate School of Business – New York, NY

Pamela T. Horne
Pamela T. Horne, Vice Provost for Enrollment Management,
Purdue University – West Lafayette, IN

Charles Pruett
Charles Pruett, Assistant Dean, Student Financial Aid,
Georgetown Law Center – Washington, DC

9:55 - 10:30am
(SL07) Trends in Alternative Education: MOOCs, Boot Camps and Competency-Based Learning

Rick O’Donnell
Rick O’Donnell, Founder & CEO,
Skills Fund – Austin, TX

Daniel Pianko
Daniel Pianko, Managing Director,
University Ventures – New York, NY

Pat Partridge
Pat Partridge, Chief Marketing Officer,
Western Governors University – Salt Lake City, UT

Zander Rafael
Zander Rafael, Co-Founder & CEO,
Climb Credit – New York, NY

10:35 - 11:10am
(SL08) Income-Share Agreements; Future of Higher Education Funding?

Moderator:Matthew Myers
Matthew Myers, COO,
Goal Structured Solutions (GS2)– San Diego, CA

Panelists:David Cooper
David Cooper, Chief Financial Officer,
Purdue Research Foundation – West Lafayette, IN

Tonio DeSorrento
Tonio DeSorrento, CEO,
Vemo Education – Reston, VA

Jason D. Delisle
Jason D. Delisle, Resident Fellow, Higher Education Financing,
American Enterprise Institute – Washington DC

11:10 - 11:40pm
Networking Break

11:40 - 12:20pm
(SL09) Valuation and Securitization Trends: Mature Platforms versus Emerging Platforms

Rosemary Kelly
Rosemary Kelly, Senior Managing Director,
Kroll Bond Rating Company – New York, NY

Jonathan Riber
Jonathan Riber, VP,
DBRS – New York, NY

12:20 - 1:00pm
(SL10) Cloud Based Lending 2.0: How Non-Depository Lenders and Traditional Lenders are Partnering to Gain Market Share

Nat Hoopes
Nat Hoopes, Executive Director,
Marketplace Lending Association (MLA) – Washington, DC

Steve Winnie
Steve Winnie, COO & Chief Counsel,
Campus Door – Carlisle, PA

1:00 - 2:15pm

2:15 - 3:00pm
(SL11) Investor Views

Amit Sinha
Amit Sinha, CFO & Co-Founder,
Climb Credit – New York, NY

Pat Wilson
Pat Wilson, Principal,
Route 66 Ventures – Alexandria VA

3:05 - 4:00pm
(SL12) Legal and Regulatory Roundtable; Current Trends and the Winds of Change

John Pitts
John Pitts, Deputy Assistant Director, Intergovernmental Affairs,
Consumer Finance Protection Bureau (CFPB) – Washington, DC

Harrison Wadsworth
Harrison Wadsworth, Managing Partner,
Washington Partners LLC – Washington, DC

Dustin Weeden
Dustin Weeden, Senior Policy Specialist,
National Conference of State Legislatures – Denver, CO

"Thanks for Thinking iiBIG"

Event Details
What: Education Finance & Loan Symposium
Why: Growth Through Learning: The future of Investing & Servicing Student Loans in a Rapidly Evolving Industry
Where: The Westin Alexandria (in Old Town, VA), Washington D.C.