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: donb@iibig.com

DAY ONE: NOVEMBER 15, 2021

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

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

12:45PM
Welcome to Alexandria: Introductions

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

12:50PM
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 

Moderator:

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

Panelists:

  • 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

12:50PM
PM Networking Break

2:20PM
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  

Moderator:

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

Panelists:

  • 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
3:15PM
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

Moderator:

  • Lance Teinert, CEO, CURevl LLC Galveston, TX

Panelists:

  • 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

4:10PM
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

Moderator:

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

Panelists:

  • 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

    5:00PM
    Evening Networking Reception

    DAY TWO: NOVEMBER 16, 2021

    9:30AM
    Day Two Registration, Continental Breakfast and Networking (In Exhibition area)

    10:30AM
    Should Securitization of Student Loans be Limited to Depository Institutions?
    If so, Why? ~ If Not, Why Not?

    Henry Howard

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

      11:30AM
      Luncheon for Conference Participants

      1:00PM
      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

      Moderator:

      • Kelly Lipinski, Member, McGlinchey StaffordCleveland, OH

      Panelists:

      • 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

      2:00PM
      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 

      Moderator:

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

      Panelists:

      • 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

      3:00PM
      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

      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: www.nasbaregistry.org.