MAY 15-16, 2023
Hilton Crystal City,
Washington, DC
7:00AM – 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
12:05PM
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?
Moderator:
- Gen. Mark Brown (Ret.), Executive Director, Student Freedom Initiative (former COO, Student Financial Aid, USDoE) – Alexandria, VA
Panelists:
- Mary Morris, CEO,
Virginia529 – North 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, Politico – Washington, DC
1:05PM
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?
Moderator:
- Ian Rasmussen, Managing Director, Co-Head ABS,
Fitch Ratings – New York, NY
Panelists:
- Ron Page, Managing Partner,
CapaFinancial – Castle Rock, CO - Jonathan Riber, SVP,
DBRS – New York, NY - Mark Weadick, Managing Director,
SL Capital Strategies – Cincinnati, OH - Others TBA
2:05PM
PM Networking Break
2:40PM
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?
Moderator:
- Eric Hurwitz, Co-Chair, Financial Services Litigation, Stradley, Ronon, Stevens & Young, LLP – Philadelphia, PA
Panelists:
- Mehul Madia, Counsel,
Manatt, Phelps & Phillips LLP – Washington, DC - Aaron Smith, Co-Founder,
Savi – Washington, DC - Others TBA
3:45PM
The Pros & Cons of Ending Student Loan Repayment Deferrals
- What could possibly go wrong?
Session Leader:
- Henry Howard, President & CEO,
U.S. Education Finance Group – Miami, FL
Speakers:
- Jeff Andrade, SVP,
McKeon Group – Washington, DC - Dr. Robert Feldman, Consultant,
U.S. Education Finance Group – Quogue, NY
5:00PM
Evening Networking Reception
DAY TWO: TUESDAY, MAY 24, 2022
8:00AM
Day Two Registration & Continental Breakfast and Networking (in Exhibit Hall)
9:00AM
KEYNOTE PRESENTATION:
‘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?
Moderator:
- Gail daMota, President,
Education Finance Council (EFC) – Washington, DC
Panelists:
- Scott Buchanan, Executive Director,
Student Loan Servicing Alliance – Washington, DC - Eric Ives, SVP & General Manager,
ECSI – Warrendale, PA - Dubravka Ritter, Advisor and Research Fellow, Federal Reserve Bank of Philadelphia – Philadelphia, PA
- Others TBA
10:50AM
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?
Moderator:
- Sara Parrish, President,
Campusdoor – York, PA
Panelists:
- David Kafafian, COO,
Stride Funding – Boston, MA - Casey Powers, CEO,
Climb Credit – New York, NY - Jon Wollman, Executive Consultant,
CURevl – Galveston, TX - Others TBA
11:50AM
Luncheon for Conference Participants
1:00PM
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?
Moderator:
- Brad Rustin, Partner & Chair, Financial Regulatory Team, Nelson Mullins LLP – Greenville, SC
Panelists:
- 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
2:00PM
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?”
Moderator:
- Marilena Botoulas, Asst. Dean for Financial Aid, Columbia University, Graduate School of Business – New York, NY
Panelists:
- 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
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
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.
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: www.nasbaregistry.org.