Helping Businesses Keep Both ii's On The BIG Picture For Over 13 Years!
2019 Education Finance & Loan Symposium

NOVEMBER 15-16, 2021

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:


9:00AM – 12:00PM
Exhibition Set-up 
(In Exhibit Hall)

Registration, Refreshments and Networking
(in Exhibit Hall)

Welcome to Alexandria: Introductions

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

Opening Panel: State of the Education Finance and Student Lending Industry in 2021

  • How will new court cases and regulatory changes affect YOU?
  • Will New Student Loan Forgiveness Policies be Revolutionary or Realistic in 2021?
  • Are new private/for-profit players entering this market? Why or why not?
  • How are States coordinating with the Federal Government regarding Student Financial Aid Policies?

Dr. A Wayne Johnson  James Bergeron  Mark Brown  Scott Kemp 


  • Dr. A. Wayne Johnson, Former Chief Strategy and Transformation Officer, Federal Student Aid, United States Department of Education – Macon, GA


  • James Bergeron, President, National Council of Higher Education Resources (NCHER) – Washington, DC
  • Mark Brown, Executive Director, Student Freedom Initiative (SFI) – Washington, DC
  • Scott W. Kemp, Student Loan Advocate, State Council of Higher Education for Virginia – Richmond, VA

PM Networking Break

Valuation and Securitization Trends

  • How’s the Secondary Market for Student Loans Looking in 2021 and beyond?

D. Grant Carwile  Akshay Dave  Sharon Gold  Ian Rasmussen  


  • Grant Carwile, Managing Director, SL Capital Strategies – Cincinnati, OH


  • Akshay Dave, Managing Director, Portfolio Manager, EJF Capital LLC Arlington, VA
  • Sharon Gold, Head of Capital Markets, College Ave Student Loans – Wilmington, DE
  • Ian Rasmussen, Senior Director, ABS, Fitch Ratings – New York, NY
Marketplace & Private Lenders Roundtable:
Facilitating Customer Acquisition, Origination and Underwriting of Private Student Loans.

  • What is the status of online Marketplace Lending, and partnerships and JVs with Traditional Lenders?
  • How economic shifts might impact the financing of education loans? If interest rates rise what might the impact be? Or, if inflation continues to affect consumer spending how might that affect cost of education?

Lance Teinert  Austin Elsey  Jeff Fritz  Rich Haines  Tess Michaels


  • Lance Teinert, CEO, CURevl LLC Galveston, TX


  • Austin Elsey, Chief Credit Officer, FMS BankGreeley, CO
  • Jeff Fritz, Head of Business Development, Anovaa – Malvern, PA
  • Rich Haines, CEO, OneLogos – Austin, TX
  • Tess Michaels, CEO, Stride Funding – Boston, MA

Loan Servicing Dynamics: Expanding Servicing Options for Federal & Private Student Loans

  • What are the latest developments in the servicing of student loans?
  • How will student loan collections be affected in the Biden era?

Scott Buchanan  Aaron Smith  Will Shaffner  Aisha Smith


  • Scott Buchanan, Executive Director, Student Loan Servicing Alliance – Washington, DC


  • Aaron Smith, Co-Founder, SaviWashington, DC
  • William (Will) Shaffner, Director, Business Development & Government Relations, Missouri Higher Education Loan Authority (MOHELA) – Chesterfield, MO
  • Aisha Smith, Director, Nelnet Washington, DC

    Evening Networking Reception

    DAY TWO: NOVEMBER 16, 2021

    Day Two Registration, Continental Breakfast and Networking (In Exhibition area)

    Should Securitization of Student Loans be Limited to Depository Institutions?
    If so, Why? ~ If Not, Why Not?

    Henry Howard

    Henry Howard, President & CEO,
    US. Education Finance Group – Miami, FL

      Luncheon for Conference Participants

      Higher Education Regulatory Roundtable:
      Legal/Regulatory Outlook for Student Loans at the State & Federal Level in 2021 and beyond.

      • What is the Likelihood of new Regulations regarding Student Loan Forgiveness Policies and Other Related Issues?

      Kelly Lipinski  Ozzy Akay  Dr. A Wayne Johnson  Scott Kemp  Charles Pruett


      • Kelly Lipinski, Member, McGlinchey StaffordCleveland, OH


      • Ozzy Akay, Associate Director, Banking, Insurance & Capital Markets, Guidehouse – Washington, DC
      • Dr. A. Wayne Johnson, Former Chief Strategy and Transformation Officer, Federal Student Aid, United States Department of Education – Macon, GA
      • Scott W. Kemp, Student Loan Advocate, State Council of Higher Education for Virginia – Richmond, VA
      • Charles Pruett, Assistant Dean, Student Financial Aid, Georgetown Law Center – Washington, DC

      Innovations in Student Loan Repayment Plans

      • From Income-based repayment products, to Employer Re-payment Plans, how are private lenders addressing the ever-increasing burden of Student Loan Debt?
      • What is the status of pending legislation in Congress to make these plans tax-exempt?

      Brad Rustin  Tonio DeSorrento  Bobby Matson 


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


      • Tonio DeSorrento, CEO, Vemo Education – Arlington, VA
      • Bobby Matson, CEO, Payitoff New York, NY
      • Dubravka Ritter, Senior Industry Specialist, Federal Reserve Bank of Philadelphia – Philadelphia, PA

      Conference Concludes
      An iiBIG Thanks to our Executive Faculties, Attendees & Sponsors for over 12 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: