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Crowne Plaza Washington National Airport

Arlington, VA

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DETAILED AGENDA

Below is the WORKING AGENDA (in formation) for our 11th Annual Education Finance & Loan Symposium which will be held at the Crown Plaza Hotel at National Airport in Alexandria, VA on May 7-8, 2019. Confirmed members of the executive faculty are listed. 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 (e.g. student loans, issuers, servicers, investors, Higher Education Financial Aid leaders, or others related to this topic, 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: donb@iibig.com

Hank Woji, VP Business Development, iiBIG
Phone: 512-692-9839 | Email: HankW@iiBIG.com

DAY ONE – TUESDAY, MAY 7, 2019 

7:00-11:00am

Exhibition Set-up (In Exhibit Hall)

11:00am-12:00pm

Registration, Refreshments and Networking (in Exhibit Hall)

12:00pm
WELCOME TO ARLINGTON: Introductions

Don Buford

Don Buford, Founder & CEO, iiBIG LLC

12:05pm
KEYNOTE ADDRESS: FSA NextGen
An update on the latest from the U.S. Department of Education

Wayne A Johnson

 KEYNOTE SPEAKER:

  • Dr. A. Wayne Johnson, Chief Strategy and Transformation Officer, Federal Student Aid, United States Department of Education

1:00pm

Networking Break

1:45pm
OPENING PANEL:
STATE OF THE EDUCATION FINANCE AND STUDENT LENDING INDUSTRY IN 2019

  • How will new court cases and regulatory changes affect YOU?
  • How are innovations in the Student Loan Markets changing how things are done?
  • Are new private/for-profit players entering this market? Why or why not?
  • How are States coordinating with the Federal Government regarding Student Financial Aid Policies?

Daniel MeyersScott KempChuck KnepfleAlvaro Mezza

 MODERATOR:

  • Daniel Meyers, Chairman & CEO,
    Cognition Financial – Boston, MA

 PANELISTS:

  • Scott Kemp, Student Loan Ombudsman,
    State Council of Higher Education for Virginia – Richmond, VA
  • Chuck Knepfle, Associate VP Enrollment Management,
    Clemson University – Clemson, SC
  • Alvaro Mezza, Principal Economist,
    Federal Reserve Board – Washington, DC

2:50pm
VALUATION AND SECURITIZATION TRENDS

Feeding the Beast: How’s the Secondary Market for Student Loans Looking in 2019?

Joseph CioffiGrant CarwileJonathan RiberMelvin Zhou 

 MODERATOR:

  • Joseph Cioffi, Partner, Insolvency, Creditors’ Rights
    & Financial Products, Davis & Gilbert LLP – New York, NY

 PANELISTS:

  • Grant Carwile, Managing Director,
    SL Capital Strategies – Cincinnati, OH
  • Jonathan Riber, SVP,
    DBRS – New York, NY
  • Melvin Zhou, Director, ABS Consumer,
    Kroll Bond Ratings Agency – New York, NY

3:55pm
PRIVATE LENDERS ROUNDTABLE:
Facilitating Customer Acquisition, Origination and Underwriting of Private Student Loans

What does the Private Student Loan landscape look like over the next 12 months, and beyond?

Randy BehmAaron PisacaneLance TeinertRichard Yang

 MODERATOR:

  • Randy Behm, Principal,
    Education Solution Partners LLC – Cleveland, OH

 PANELISTS:

  • Aaron Pisacane, Product Lead – Personal and Student Loans,
    Entech – Malvern, PA
  • Lance Teinert, CEO,
    CURevl – Richardson, TX
  • Richard Yang, VP, Credit and Lending Operations,
    Sixup PBC – San Francisco, CA

5:00pm

EVENING NETWORKING RECEPTION

DAY TWO – WEDNESDAY, MAY 8, 2019 

8:00am

Registration & Continental Breakfast and Networking (In Exhibition Hall)

9:00am
ONLINE MARKETPLACE STUDENT LOAN LENDING:
A discussion of the Growing Role of Marketplace Lenders in the Student Loan Market

Sandy HotaMelissa BassettSharon Gold

 MODERATOR:

  • Sandy Hota, Director,
    PwC – Washington, DC

 PANELISTS:

  • Melissa Bassett, Business Lead, In-School Student Loans,
    SoFi – Reston, VA
  • Sharon Gold, Head of Capital Markets,
    College Ave Student Loans – Wilmington, DE
  • Mike Stallmeyer, Co-Founder,
    LendKey – New York, NY

9:55am

AM Networking Break

10:25am
LOAN SERVICING DYNAMICS:
Expanding Servicing Options for Federal Student Loans

  • What are the latest developments in the servicing of student loans?
  • How is the DOE’s ‘NextGen Financial Services Environment’ initiative affecting Student Loan Servicing?

Dubravka RitterScott BuchananPaul DockryWill Schaffner

 MOERATOR:

  • Dubravka Ritter, Senior Research Fellow, Consumer Finance Institute,
    Federal Reserve Bank of Philadelphia – Philadelphia, PA

 PANELISTS:

  • Scott Buchanan, Executive Director,
    Student Loan Servicing Alliance – Washington, DC
  • Paul Dockry, General Manager,
    Launch Servicing LLC – Sioux Falls, ND
  • William (Will) Shaffner, Director, Business Development & Government Relations,
    Missouri Higher Education Loan Authority (MOHELA)Chesterfield, MO

11:15pm
HIGHER EDUCATION REGULATORY ROUNDTABLE

Legal/Regulatory Outlook for Student Loans at the State & Federal Level in the Age of Trump/DeVos

Keith AndersonJames BergeronDebra ChromyBob CollinsKelly Lipinski 

 MODERATOR:

  • Keith Anderson, Partner,
    Bradley – Birmingham, AL

 PANELISTS:

  • James Bergeron, President,
    National Council of Higher Education Resources – Washington, DC
  • Debra Chromy, EdD, President,
    Education Finance Council – Washington, DC
  • Robert Collins, VP Financial Aid,
    Western Governors University – Salt Lake City, UT
  • Kelly Lipinski, Member,
    McGlinchey Stafford – Cleveland, OH

12:05pm

Luncheon for Conference Participants

1:30pm
COLLEGE AND UNIVERSITY ROUNDTABLE: 
An Update from Higher Education Financial Aid Leaders from For-profit and Non-profit Higher Education Colleges, Universities & Community Colleges

  • How has the job of Financial Aid administrators changed in the last year – and what is the outlook for the next two (2) to five (5) years?

Marilena BotoulasJustin Chase BrownTim LehmannRebekah MelvilleCharles Pruett

 MODERATOR:

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

 PANELISTS:

  • Justin Chase Brown, Director of Scholarships and Financial Aid,
    University of Nebraska – Lincoln, NE
  • Timothy Lehmann, VP Student Financial Services,
    Southern New Hampshire University – Manchester, NH
  • Rebekah Melville, Managing Director, Financial Aid,
    Yale School of Management – New Haven, CT
  • Charles Pruett, Assistant Dean, Student Financial Aid,
    Georgetown Law Center – Washington, DC

3:00pm
STUDENT LOANS COLLECTION TRENDS:
Dealing with Distress and Re-Financing Issues

Keri EbeckDavid AlbersJefferson MooreWill Shaffner

 MODERATOR:

  • Keri Ebeck, Partner,
    Bernstein-Burkely – Pittsburgh, PA

 PANELISTS:

  • David Albers, President,
    Revenue Connections – Upper Marlboro, MD
  • Jefferson Moore, Vice President,
    National Loan Exchange, Inc. – Edwardsville, IL
  • William (Will) Shaffner, Director, Business Development & Government Relations,
    Missouri Higher Education Loan Authority (MOHELA) – Chesterfield, MO

4:00pm
Student/Parent Consolidation Loans: An Update

Henry HowardJeff Andrade

 SPEAKER:

  • Henry Howard, President & CEO,
    U.S. Education Finance Group Miami, FL
  • Jeff Andrade, SVP,
    McKeon Group – Washington, DC

4:45pm
THE EdTECH REVOLUTION:
How are EdTech Innovations Changing Higher Education Delivery-Models, and adding Value to the Recruiting Process

Tonio DeSorrentoAngela Ceresine Nick DucoffKathik Krishman Cathy Mueller

 MODERATOR:

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

 PANELISTS:

  • Angela Galardi Ceresine, CEO,
    Climb Credit – New York, NY
  • Nick Ducoff, Co-Founder & CEO,
    Edmit – Boston, MA
  • Karthik Krishnan, CEO,
    MentorWorks Education Capital LLC – Boston, MA
  • Catherine Mueller, Executive Director,
    Mapping Your Future, Inc. – Sugarland, TX

5:30pm

Conference Concludes
An iiBIG Thanks to our Executive Faculties, Attendees & Sponsors for
11 Years of Thought Leadership in the 
Education Finance & Student Loan Sectors.