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DETAILED AGENDA

Applications are now being reviewed from executives who wish to become members of our Executive Speaking Faculty. To apply to become a member of the speaking faculty, and to indicate agenda topics of interest, please complete our online JOIN OUR FACULTY application or contact:

Don Buford, Founder & CEO, iiBIG
Phone: 212-300-2521 | Email: donb@iibig.com

DAY ONE – NOVEMBER 13, 2019 

7:00 – 8:00am

Exhibition Set-up (In Exhibit Hall)

8:00 – 9:00am

Registration, Refreshments and Networking (in Exhibit Hall)

9:00am
Welcome to Los Angeles: Introductions

Don Buford

Don Buford, Founder & CEO, iiBIG LLC

9:10am
Opening Panel: State of the Education Finance and Student Lending Industry in 2019

  • How will the Trump/DeVos era leadership at DOE, CFPB and other regulatory changes at the Federal Level affect Student Loans?
  • What is the Status of State-level Regulatory Issues & What is expected in 2020?
  • Are new players entering this market, and why?
  • What are the Chances for Bipartisan Legislation affecting Student Loans in the 2019-2020 Congress?

Dan MeyersKarthik Krishnan Tony MillerRandy SchmidtPer von Zelowitz

 MODERATOR:

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

 PANELISTS:

  • Karthik Krishnan, CEO, MentorWorks Education Capital – Boston, MA
  • Anthony (Tony) Miller, Former Deputy Secretary & COO,
    United States Department of Education 2009-2013 – Los Angeles, CA/Chicago, IL
  • Randall Schmidt, SVP Business Development & Marketing, Launch Servicing (a Goal Solutions company)San Diego, CA
  • Per von Zelowitz, Director, PwC – New York, NY

 10:00am
Income Share Agreements

  • The Rapidly-growing Alternative to Traditional Higher Education Funding.
  • What will the future look like?

Karthik KrishnanJessica Haselton Tony Miller Cathy Mueller Brad Rustin 

 MODERATOR:

  • Karthik Krishnan, CEO,
    MentorWorks Education Capital – Boston, MA

 PANELISTS:

  • Jessica Haselton, Director of Program-Related Investments, ECMC Foundation – Los Angeles, CA
  • Anthony (Tony) Miller, Managing Partner, Excolere Equity Partners – Los Angeles, CA/Chicago, IL
  • Catherine Mueller, Executive Director, Mapping Your Future, Inc.– Sugarland, TX
  • Brad Rustin IV, Partner, Nelson Mullins LLP – Greenville, SC

11:00am

AM Networking Break

11:30am
Private Originations Roundtable

  • Online Marketplace, Traditional & Other Alternative Private Lenders
  • Facilitating Customer Acquisition, Origination and Underwriting of Private Student Loans.

Brad RustinLutz Braum  Robert Humann Sabrina Manville

 MODERATOR:

  • Brad Rustin IV, Partner, Nelson Mullins LLP – Greenville, SC

 PANELISTS:

  • Lutz Braum, VP, Marketing & Business Development, MPower Financing – Washington, DC
  • Robert Humann, GM, Student & Personal Loans, Credible Labs – San Francisco, CA
  • Sabrina Manville, Co-Founder, Edmit – Boston, MA

12:25pm
Loan Servicing Dynamics

  • Keeping Up With The Times. 
  • Best practices in keeping loans current.

Randy SchmidtWill Schaffner Balaji Rajan

 MODERATOR:

  • Randall Schmidt, SVP Business Development & Marketing, Launch Servicing (a Goal Solutions company) – San Diego, CA

 PANELISTS:

  • William (Will) Shaffner, Director, Business Development & Government Relations, Missouri Higher Education Loan Authority (MOHELA) – Chesterfield, MO
  • Balaji ‘Raj’ Rajan, CEO, IonTuition, a Ceannate Corporation – Buffalo Grove, IL
  • Others TBA

 1:15pm

Luncheon for Conference Participants

2:15pm
Valuation and Securitization Trends
Feeding the Beast: How’s the Secondary Market for Student Loans Looking in 2019?

Cindy Tjoe Jenny Liu Ron Page Ian Rasmussen

 MODERATOR:

  • Cindy Tjoe, Director, KPMG – Los Angeles, CA

 PANELISTS:

  • Jenny Liu, CFA, Director, Risk Analytics – Securitization, KPMG – Irvine, CA
  • Ron Page, CEO, Capa Financial – Highland Ranch, CO
  • Ian Rasmussen, Senior Director, Fitch Ratings – New York, NY

 3:15pm
College and University Roundtable
This RoundTable discussion will feature College & University Financial Aid leaders
on the unique make-or-break issues in the face-to-face trenches of Student Loans.

Micha Sabovik  Scott Cline Bob Collins Jamie Hayden Thomas McWhorter

 MODERATOR:

  • Micha Sabovik, COO & VP Marketing, MentorWorks Education Capital – Boston, MA

 PANELISTS:

  • Scott Cline, VP, Enrollment Management, California College of the ArtsSan Francisco, CA; and, Western President, National Association of Student Financial Aid Administrators (NASFAA)
  • Bob Collins, VP Financial Aid, Western Governors University – Salt Lake City, UT
  • Jamie Hayden, Director of Financial Aid, Haas Scholl of Business at UC Berkeley – Berkeley, CA
  • Thomas McWhorter, Dean of Financial Aid, University of Southern California (USC) – Los Angeles, CA

 4:15pm
Employer Student Loan Repayment Plans

  • Hear from thought-leaders about this emerging way to reduce the burden of student debt, and provide another tool to help employers recruit and retain outstanding talent. 
  • What is the status of pending legislation in Congress to make these plans tax-exempt?

Charles KelleyDeidre Clute John HupaloRob LaBreche

 MODERATOR:

  • Charles Kelly, Executive Director, Rhode Island Student Loan Authority (RISLA) – Warwick, RI

 PANELISTS:

  • Charles Kelly, Executive Director, Rhode Island Student Loan Authority (RISLA) – Warwick, RI
  • Deidre Clute, Co-Founder & COO, Rightfoot.com – Stanford, CA
  • John Hupalo, Founder & CEO, Invite Education – Boston, MA
  • Rob LaBreche, CEO, iGRAD – Cardiff-by-the-Sea, CA

 5:00pm
Conference Concludes
An iiBIG Thanks to our Executive Faculties, Attendees & Sponsors for over 11-years of Thought Leadership in the Education Finance & Student Loan Sectors.

5:10 – 6:30pm

Evening Networking Reception