Helping Businesses Keep Both ii's On The BIG Picture For Over 16 Years!
Education Finance & Loan Symposium

MAY 15-16, 2023

Hilton Crystal City,
Washington, DC

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:


(Please check back regularly for updates regarding the 2023 Event)


7:00AM – 11:00AM
Exhibition Set-up 
(In Exhibit Hall)

11:00AM – 12:00PM
Registration, Refreshments and Networking
(in Exhibit Hall)

Welcome to Alexandria: Introductions

Opening Panel: State of the Education Finance and Student Lending Industry in 2022 & Beyond

  • How will new legislative and regulatory changes affect the Student Loan business?
  • What are the implications if/when Student Loan repayment deferrals are lifted?
  • What are the implications of the “Great Resignation” for Student Loan Repayments?
  • How are States coordinating with the Federal Government regarding Student Financial Aid Policies?

Mark Brown  Mary Morris  Balaji (Raj) Rajan  Dubravka Ritter  Michael Stratford


  • Gen. Mark Brown (Ret.), Executive Director, Student Freedom Initiative (former COO, Student Financial Aid, USDoE) –  Alexandria, VA


  • Mary Morris, CEO,
    Virginia529North Chesterfield, VA
  • Balaji ‘Raj’ Rajan, CEO,
    IonTuition – Buffalo Grove, IL
  • Dubravka Ritter, Advisor and Research Fellow,
    Federal Reserve Bank of Philadelphia Philadelphia, PA
  • Michael Stratford, Higher Education Journalist, PoliticoWashington, DC

    Valuation & Securitization of Student Loans

    • How is the Secondary Market for Student Loans Shaping up in 2022 and beyond?
    • How will the expected surge in refinancing deals add product for the secondary pipeline?
    • How has the SLABS market been affected by the Freeze on Student Loan Repayments?

    Ian Ramussen  Ron Page  Jonathan Riber  Mark Weadick


    • Ian Rasmussen, Managing Director, Co-Head ABS,
      Fitch Ratings – New York, NY


    • Ron Page, Managing Partner,
      CapaFinancial – Castle Rock, CO
    • Jonathan Riber, SVP,
      – New York, NY
    • Mark Weadick, Managing Director,
      SL Capital Strategies – Cincinnati, OH
    • Others TBA

      PM Networking Break

      Higher Education Regulatory Roundtable

      • Legal/Regulatory Outlook for Student Loans at the State & Federal Level in 2022 and beyond.
      • How will the regulatory environment change when Student Loan Repayment Freeze is Lifted?
      • What is the Likelihood of new Legislation & Regulations regarding Student Loan Forgiveness Policies and Other Related Issues?

      Eric Hurwitz    Aaron Smith


      • Eric Hurwitz, Co-Chair, Financial Services Litigation, Stradley, Ronon, Stevens & Young, LLP – Philadelphia, PA


      • Mehul Madia, Counsel,
        Manatt, Phelps & Phillips LLP – Washington, DC
      • Aaron Smith, Co-Founder,
        Washington, DC
      • Others TBA

        The Pros & Cons of Ending Student Loan Repayment Deferrals

        • What could possibly go wrong?

        Henry Howard  Jeffrey Andrade  Robert Feldman

        Session Leader:

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


        • Jeff Andrade, SVP,
          McKeon Group – Washington, DC
        • Dr. Robert Feldman, Consultant,
          U.S. Education Finance GroupQuogue, NY

          Evening Networking Reception

          DAY TWO: TUESDAY, MAY 24, 2022

          Day Two Registration Continental Breakfast and Networking (in Exhibit Hall)

          Richard Cordray9:00AM 
          ‘Federal Student Aid Update’

          Keynote Speaker:

          • Richard A. Cordray, Chief Operating Officer, Federal Student Aid, United States Department of Education

            Loan Servicing & Collections Dynamics

            • What are the latest developments in the servicing of Private & Federal Student Loans?
            • How has the Federal Loan Repayment Freeze affected the Servicing & Collections Industry?
            • Assuming the ‘freeze’ come to an end, how will an expected increase in loan refinancing affect the industry?
            • How will the CFPB and other Biden-era regulators affect private and public student loan servicing & collections?

            Gail DaMota  Scott Buchanan  Eric Ives  Dubravka Ritter


            • Gail daMota, President,
              Education Finance Council (EFC) – Washington, DC


            • Scott Buchanan, Executive Director,
              Student Loan Servicing Alliance – Washington, DC
            • Eric Ives, SVP & General Manager,
              ECSI – Warrendale, PA
            • Dubravka Ritter, Advisor and Research FellowFederal Reserve Bank of Philadelphia – Philadelphia, PA
            • Others TBA

              Private Student Lenders’ Roundtable:
              Facilitating Customer Acquisition While Reducing Costs

              • How are private student lenders leveraging third-party tools and services to make the lending process more cost-efficient?
              • With repayment deferrals coming to an end, how are private lenders preparing to handle a surge in refinancing applications?
              • In general, what does the Private Student Loan landscape look like over the next 12 months, and beyond?

              Sara Parrish  David Kaifafian  Casey Powers  Jon Wollman


              • Sara Parrish, President,
                CampusdoorYork, PA


              • David Kafafian, COO,
                Stride Funding – Boston, MA
              • Casey Powers, CEO,
                Climb CreditNew York, NY
              • Jon Wollman, Executive Consultant,
                CURevl – Galveston, TX
              • Others TBA

                Luncheon for Conference Participants

                Innovations in Student Loan Repayment Plans

                • From Income-based repayment products to Employer Re-payment Plans,
                  how are private lenders innovating repayment plans to address the ever-increasing burden of Student Loan Debt?
                • What can (or will) Congress do to make these plans tax-exempt?
                • How can repayment plans be structured for the benefit of lower-income students?

                Brad Rustin  Mark Brown  Karthik Krishnan  Balaji (Raj) Rajan  Kelley Shepherd


                • Brad Rustin, Partner & Chair, Financial Regulatory Team, Nelson Mullins LLP – Greenville, SC


                • General Mark Brown (Ret.), Executive Director, Student Freedom Initiative – Alexandria, VA
                • Karthik Krishnan, CEO,
                  MentorWorks Education Capital LLC – Boston, MA
                • Balaji ‘Raj’ Rajan, CEO,
                  IonTuition – Buffalo Grove, IL
                • Kelley Shepherd, CFA, Chief Investment Officer, Outcome Group, Inc. – New York, NY
                • Others TBA

                  College and University Financial Aid Roundtable

                  • An Update from Higher Education Financial Aid Leaders
                  • How has the job of Financial Aid administrators changed due to and during the pandemic?
                  • What is the financial aid outlook for the next 24 to 48 months as the country returns to a post-covid “normal?”

                  Marilena Botoulas  Tim Lehmann  Rebekah Melville  Charles Pruett


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


                  • Timothy Lehmann, VP Student Financial Services, Southern New Hampshire UniversityManchester, 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

                    Conference Concludes
                    An iiBIG Thanks to our Executive Faculties, Attendees & Sponsors for over 13-years of Thought Leadership in the Education Finance & Student Loan Sectors


                    Continuing Education Credits (e.g. CLE, CPE, CME, etc.) may be available for iiBIG conference attendees. Upon request conference attendees will be provided with a “Certificate of Attendance” and a copy of the conference agenda, showing topics, length of sessions, and name(s) and professional affiliation(s) of presenter(s) for each session. Attendees wishing to apply for continuing education credits for attending this conference may submit this documentation to the relevant organization in his/her state when applying for such credits.

                    CE Credits
                    International Institute for Business Information & Growth LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: