MAY 15-16, 2023
Hyatt Regency 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 Washington, DC: Introductions
Speaker:
Don Buford, Founder & CEO,
iiBIG LLC – New York
12:05PM
Opening Panel: State of the Public & Private Education Finance and Student Lending Industry in 2023 & 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?
- 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?
Moderator:
- Robert Moran, Principal, Federal Relations Team, Bose Public Affairs Group – Washington, DC
Panelists:
- Grant Carwile, Managing Director,
SL Capital Strategies – Charleston, 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?
Moderator:
- Eric Hurwitz, Co-Chair, Financial Services Litigation, Stradley, Ronon, Stevens & Young, LLP – Philadelphia, PA
Panelists:
- 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
2:10PM
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?
Moderator:
- Mary Moreland, EVP Human Resources,
Abbott – Abbott Park, IL
Panelists:
-
Travis Hornsby, Founder,
Student Loan Planner – Chapel Hill, NC - Dubravka Ritter, Senior Advisor and Research Fellow, Consumer Finance Institute, Federal Reserve Bank of Philadelphia – Philadelphia, PA
- Others TBA
3:45PM
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?
Moderator:
- Ian Rasmussen, Managing Director, Co-Head ABS,
Fitch Ratings – New York, NY
Panelists:
- Patrick Belica, Managing Director,
SL Capital Strategies – Cincinnati, OH - Sharon Gold, Head of Capital Markets,
College Ave Student Loans – Wilmington, DE - Others TBA
5:00PM
Evening Networking Reception
DAY TWO: TUESDAY, MAY 16, 2023
9:00AM
Day Two Registration, Continental Breakfast and Networking (in Exhibit Hall)
9:45AM
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?
Moderator:
- Kevin McNamara, Senior Account Executive, Campus Partnerships, Earnest Inc. – Herndon, VA
Panelists:
- 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?
Panelists:
- Scott Buchanan, Executive Director, Student Loan Servicing Alliance – Washington, DC
- John McNamara, Principal Assistant Director, Markets, CFPB – Washington, DC
- Aisha Smith, Financial Services Counsel, Davis Wright Tremain LLP – Washington, DC
- Others TBA
11:50AM
Luncheon for Conference Participants
1:00PM
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?
Moderator:
- Wayne Johnson, Former Chief Strategy and Transformation Officer, Federal Student Aid, United States Department of Education (2017-2020) – Macon, GA
Panelists:
- 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 Center – Washington, DC - Carlo Salerno,
Education Economist – Los Angeles, CA - Others TBA
2:05PM
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?
Moderator:
- Mary Morris, CEO, Virginia529 – North Chesterfield, VA
Panelists:
- 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 University – Manchester, NH
- Kevin McNamara, Senior Account Executive, Campus Partnerships, Earnest Inc. – Herndon, VA
- 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 14-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.