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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 ALEXANDRIA: Introductions

Don Buford

Don Buford, Founder & CEO, iiBIG LLC

12:05pm
KEYNOTE ADDRESS: TBA

12:40pm
OPENING PANEL:
STATE OF THE EDUCATION FINANCE AND STUDENT LENDING INDUSTRY IN 2019

  • How will new court cases and regulatory changes affect YOU?
  • 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?

Wayne A JohnsonScott Kemp

 SPEAKERS:

  • Dr. A. Wayne Johnson, Chief Strategy and Transformation Officer, Federal Student Aid, United States Department of Education – Washington, DC
  • Daniel Meyers, Chairman & CEO,
    Cognition Financial – Boston, MA
  • Scott Kemp, Student Loan Ombudsman,
    State Council of Higher Education for Virginia – Richmond, VA

1:30pm

Networking Break

2:00pm
VALUATION AND SECURITIZATION TRENDS

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

Grant Carwile 

 SPEAKERS:

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

2:55pm
STUDENT LOANS COLLECTION TRENDS:
Dealing with Distress and Re-Financing Issues

Keri EbeckJefferson Moore

 SPEAKERS:

  • Keri Ebeck, Partner,
    Bernstein-Burkely – Pittsburgh, PA
  • Jefferson Moore, Vice President,
    National Loan Exchange, Inc. – Edwardsville, IL

3:45pm
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?

Aaron PisacaneKen Ruggiero

 SPEAKERS:

  • Aaron Pisacane, Director of Business Systems Integration –
    Student Loans, Entech
  • Ken Ruggiero, Chairman & CEO,
    Goal Structured Solutions (Goal) – San Diego, CA
  • Others TBA

4:30pm
Student/Parent Consolidation Loans: An Update

 SPEAKER:

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

5:15pm

EVENING NETWORKING RECEPTION

DAY TWO – WEDNESDAY, MAY 8, 2019 

8:30am

Continental Breakfast and Networking (In Exhibition Hall)

9:30am
ONLINE MARKETPLACE STUDENT LOAN LENDING:
A discussion of the Growing Role of Marketplace Lenders in the Student Loan Market

Sandy Hota

 SPEAKERS:

  • Sandy Hota, Director,
    PwC – Washington, DC
  • Others TBA

10:35am
LOAN SERVICING DYNAMICS:
Expanding Servicing Options for Federal Student Loans

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

Scott BuchananMatt Myers Dubravka Ritter

 SPEAKERS:

  • Scott Buchanan, Executive Director,
    Student Loan Servicing Alliance – Washington, DC
  • Matthew Myers, COO, Goal Structured Solutions (Goal)
    & SVP, Launch Servicing – San Diego, CA
  • Dubravka Ritter, Senior Research Fellow, Consumer Finance Institute,
    Federal Reserve Bank of Philadelphia – Philadelphia, PA

11:40am

AM Networking Break

12:15pm
COLLEGE AND UNIVERSITY ROUNDTABLE: 
An Update from Higher Education Financial Aid Leaders from For-profit and Non-profit Higher Education Colleges & Universities

  • 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 BotoulasChuck KnepfleTim Lehmann

 SPEAKERS:

  • Marilena Botoulas, Assistant Dean for Financial Aid,
    Columbia University, Graduate School of Business – New York, NY
  • Chuck Knepfle, Associate VP Enrollment Management,
    Clemson University – Clemson, SC
  • Timothy Lehmann, VP Student Financial Services,
    Southern New Hampshire University – Manchester, NH

1:15pm

Luncheon for Conference Participants

2:15pm
HIGHER EDUCATION REGULATORY ROUNDTABLE

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

Keith AndersonDebra ChromyJames BergeronKelly Lipinski 

 MODERATOR:

  • Keith Anderson, Partner,
    Bradley – Birmingham, AL

 PANELISTS:

  • Debra Chromy, EdD, President,
    Education Finance Council – Washington, DC
  • James Bergeron, President,
    National Council of Higher Education Resources – Washington, DC
  • Kelly Lipinski, Member,
    McGlinchey Stafford – Cleveland, OH
  • Others TBA

3:20pm
THE EDTECH REVOLUTION

How are EdTech Innovations Changing Higher Education Delivery-Models, and adding Value to the Recruiting Process?

Nick Ducoff  Cathy Mueller  

 SPEAKERS:

  • Nick Ducoff, Co-Founder & CEO,
    Edmit – Boston, MA
  • Catherine Mueller, Executive Director,
    Mapping Your Future, Inc.– Sugarland, TX

4:30pm

Conference Concludes