Helping Businesses Keep Both ii's On The BIG Picture For Over 16 Years!
15th Annual Education Finance & Loan Symposium

MAY 20-21, 2024

Hyatt Regency Crystal City
@Reagan Airport

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 2024 Event)


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

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

Welcome to Washington, DC: Introductions

Don Buford

Don Buford, Founder & CEO,
iiBIG LLC – New York

Opening Panel: State of the Public & Private Education Finance and Student Lending Industry in 2023 & Beyond

Education Finance Thought Leaders address key issues from ’30 thousand feet:
  • How will new legislative and regulatory changes affect the Student Loan business?
  • What are the implications if/when Student Loan repayment deferrals are lifted?
  • If the Supreme Court strikes down Loan Forgiveness by Executive Order, what’s next?
  • How are States coordinating with the Federal Government regarding Student Financial Aid Policies?

Robert Moran D. Grant Carwile Amy Jones Mary Moreland Balaji (Raj) Rajan


  • Robert Moran, Principal, Federal Relations Team, Bose Public Affairs Group – Washington, DC


  • Grant Carwile, Managing Director,
    SL Capital StrategiesCharleston, SC
  • Amy Jones, Director, Education & Human Service Policy, Committee on Education & Labor, U.S. House of Representatives – Washington, DC
  • Mary Moreland, EVP Human Resources,
    Abbott Abbott Park, IL
  • Balaji ‘Raj’ Rajan, CEO,
    IonTuition Buffalo Grove, IL
    Higher Education Regulatory Roundtable

    • Legal/Regulatory Outlook for Student Loans at the State & Federal Level in 2023 and beyond.
    • How will the regulatory environment change if/when the Student Loan Repayment Freeze is Lifted?
    • What is the Likelihood of new Legislation & Regulations regarding Student Loan Policies?

    Eric Hurwitz  Jason Altmire  Robert Cameron  Balaji (Raj) Rajan  Michael Stratford


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


    • Dr. Jason Altmire, President & CEO,
      Career Education Colleges & Universities (CECU) – Arlington, VA
    • Robert G. Cameron, Education Loan Ombudsman, Office of the Director, CFPB – Washington, DC
    • Balaji ‘Raj’ Rajan, CEO,
      IonTuition Buffalo Grove, IL
    • Michael Stratford, Higher Education Journalist,
      Politico – Washington, DC
    • Others TBA

      PM Networking Break

      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?

      Mary Moreland  Travis Hornsby  Dubravka Ritter


      • Mary Moreland, EVP Human Resources,
        Abbott Abbott Park, IL


      • Travis Hornsby, Founder,
        Student Loan Planner – Chapel Hill, NC
      • Dubravka Ritter, Senior Advisor and Research Fellow, Consumer Finance InstituteFederal Reserve Bank of Philadelphia Philadelphia, PA
      • Others TBA

      Education Finance Capital Markets Roundtable

      • How is the Secondary Market for Student Loans Shaping up in 2023 and beyond?
      • Where are valuations on Student Loan portfolios headed in 2023 and beyond?
      • What does the expected surge in refinancing deals mean for the secondary pipeline?
      • How have the Valuations of Student Loan portfolios been affected in the post-Covid environment?
      • What is expected in terms of Student Loan Bond Deals in 2023 & beyond?

      Ian Rasmussen  Patrick Belica  Sharon Gold


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


      • Patrick Belica, Managing Director,
        SL Capital Strategies Cincinnati, OH
      • Sharon Gold, Head of Capital Markets,
        College Ave Student Loans Wilmington, DE
      • Others TBA

        Evening Networking Reception

        DAY TWO: TUESDAY, MAY 16, 2023

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

        Student Loan Refinancing & Originations Roundtable

        • With repayment deferrals coming to an end, will lenders specializing in refinancing grow market share?
        • Will Lenders who have focused on originating new loans adjust their business models to begin offering more refinancing options?
        • How are private student lenders leveraging third-party tools and services to make the lending process more cost-efficient?
        • In general, what does the Private Student Originations & Refinancing landscape look like over the next 12 months, and beyond?

        Kevin McNamara  Rich Haines  Charles Kelley  Rob Lavet  Sara Parrish  Tanya Tanaro


        • Kevin McNamara, Senior Account Executive, Campus Partnerships, Earnest Inc. – Herndon, VA


        • Rich Haines, CEO, OneLogos – Austin, TX
        • Charles P. Kelly, Executive Director, Rhode Island Student Loan Authority – Warwick, RI
        • Robert (Rob) Lavet, General Counsel, SoFi – Reston, VA
        • Sara Parrish, President, Campusdoor – York, PA
        • Tanya Tanaro, VP, Education & Consumer Lending, Harvard University Employees Credit Union (HUECU) – Cambridge, MA
        Student Loan Servicing & Collections Roundtable

        • What are the latest developments in the servicing and collection of Private & Federal Student Loans?
        • How has the Federal Loan Repayment Freeze affected the Servicing & Collections Industry?
        • With high mobility and changing economic conditions – particularly among holders of student loan debt – will there be a surge in third party collection activity?
        • How will the CFPB and other regulatory agencies affect private and public student loan collections?

        Scott Buchanan  John McNamara  Aisha Smith


        • Scott Buchanan, Executive Director, Student Loan Servicing AllianceWashington, DC
        • John McNamara, Principal Assistant Director, Markets, CFPB – Washington, DC
        • Aisha Smith, Financial Services Counsel, Davis Wright Tremain LLPWashington, DC
        • Others TBA

          Luncheon for Conference Participants

          Student Loan Forgiveness Roundtable

          • What are the ramifications and unintended consequences of the Administration’s Loan Forgiveness Policy?
          • How does Student Loan Forgiveness affect the overall economy for better or worse?
          • If the courts disallow the Administration’s forgiveness policy, what’s next?
          • Regardless of how SCOTUS rules, will the Administration’s more aggressive implementation of IDR and PSLF nonetheless accomplish its loan forgiveness goals?

          Dr. A Wayne Johnson  Mark Brown  Mike Pierce  Carlo Salerno


          • Wayne Johnson, Former Chief Strategy and Transformation Officer, Federal Student Aid, United States Department of Education (2017-2020) Macon, GA


          • Dr. Mark Brown, Major General (Ret.), Ed.D., Executive Director, Student Freedom Initiative
            (former COO, Student Financial Aid,
            US Department of Education (2020-2021) – Washington, DC
          • Mike Pierce, Executive Director,
            Student Borrower Protection CenterWashington, DC
          • Carlo Salerno,
            Education Economist Los Angeles, CA
          • Others TBA

          College and University Financial Aid Roundtable

          • A 2023 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?”
          • How are Financial Aid Administrators incorporating new technologies and partnerships to streamline their functions?

          Mary Morris  Marilena Botoulas  Tim Lehmann  Kevin McNamara  Charles Pruett


          • Mary Morris, CEO, Virginia529North Chesterfield, VA


          • 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
          • Kevin McNamara, Senior Account Executive, Campus Partnerships, Earnest Inc.Herndon, VA
          • 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 14-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: