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:


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 2024 & Beyond

Education Finance Thought Leaders address key issues from ’30 thousand feet:
  • Resumption of Student Loan Repayments: How’s it Working so Far?
  • What is the status of the new USDS (Unified Servicing and Data Solutions) Platform?
  • Student Loan Forgiveness – Implications and aftermath of SCOTUS Decision.
  • What does the Private Student Originations & Refinancing landscape look like over the next 12-to-24 months?
  • Biden vs. Trump:  How will the 2024 Elections affect the Student Loan “Food Chain” in 2025 and Beyond?

Amy Jones


  • Amy Jones, Director, Education & Human Service Policy, Committee on Education & the Workforce, U.S. House of Representatives – Washington, DC
  • Others TBA
    Higher Education Regulatory Roundtable

    • Legal/Regulatory Outlook for Student Loans at the State & Federal Level in 2024 and beyond.
    • How are the CFPB, DoE and other regulatory agencies addressing collection activities around delinquent private and public student loans?
    • What do both Private and PUBLIC Colleges & Universities need to know about pending rules related to “Gainful Employment?”
    • Which policies and/or regulation will most impact private Higher Education Businesses?

    Eric Hurwitz  Jason Altmire   Amy Jones  Patricia Scherschel


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


    • Dr. Jason Altmire, President & CEO,
      Career Education Colleges & Universities (CECU) Alexandria, VA
    • Amy Jones, Director, Education & Human Service Policy, Committee on Education & the Workforce, U.S. House of Representatives – Washington, DC
    • Patricia Scherschel, Student Lending Program Manager,
      Consumer Finance Protection Bureau (CFPB) – Washington, DC
    • Others TBA

    PM Networking Break

    Drinking from a Fire Hose: Student Loan Servicing & Collections Roundtable

    • With the resumption of Federal Student Loan Repayments how are Servicers adapting to new realities and challenges?
    • Are 3rd Party Servicing organizations seeing an uptick in opportunities?
    • What is the status of the new USDS (Unified Servicing and Data Solutions) Platform?
    • Where are CFPB examiners focusing their supervisory efforts?
    • How are Servicers and Collectors of Private Student Loans Assessing these Markets?

    Scott Buchanan  David Heintzelman  Aisha Smith


    • Scott Buchanan, Executive Director, Student Loan Servicing Alliance – Washington, DC
    • David A. Heintzelman, Supervisory Examiner, Field Manager, CFPB Washington, DC
    • Aisha Smith, Financial Services Counsel, Davis Wright Tremain LLPWashington, DC
    • Others TBA

    Education Finance Capital Markets Roundtable

    • How is the Secondary Market for Student Loans Shaping up in 2024 and beyond?
    • Where are valuations on Student Loan portfolios headed in 2024 and beyond?
    • What will Student Loan refinancing mean for the secondary pipeline?
    • How have the Valuations of Student Loan portfolios been affected by higher interest rates?

    Kayvan Darouian  Sharon Gold  Ian Ramussen  Joe Santoro


    • Kayvan Darouian, Director, DeutscheBank – New York, NY
    • Sharon Gold, Head of Capital Markets, College Ave Student Loans – Wilmington, DE
    • Ian Rasmussen, Managing Director, Co-Head ABS, Fitch Ratings – New York, NY
    • Joseph A. Santoro, Director, Education Finance Team Leader, BofA Securities – New York, NY
    • Others TBA

    Evening Networking Reception. (In Exhibit Area)

    DAY TWO: TUESDAY, MAY 21, 2024

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


      PART I: Private Student Lending: The Road Ahead for Private Originations & Refinancing

      • With Federal Payment deferrals in the rear-view mirror and interest rates likely to continue downward in 2024, will Private lenders be growing market share in Originating & Refinancing Student Loans?
      • The October 30, 2023 Executive Order on AI mandates the CFPB to evaluate AI-based models for underwriting for bias. What impact will this have on private student lenders?
      • Will the new rules around “gainful employment” effect Private Lenders?
      • How are private lenders innovating repayment plans to address the ever-increasing burden of Student Loan Debt?

      David Bailey Patrick Leimkuehler Chad Pastorius


      • David Bailey, VP, Kentucky Higher Education Student Loan Corporation (KHESLC)Lexington, KY
      • Patrick Leimkuehler, COO, Splash Financial – Cleveland OH
      • Chad Pastorius, Deputy Director, Rhode Island Student Loan Authority – Warwick, RI
      • Others TBA

      PART II:  Private Student Lending: EdTech/FinTech Innovators Roundtable

      • How are EdTech/FinTech Innovators Enhancing the Private Student Lending Process?
      • What new Strategies are being Employed to Drive Applicants to Private Lenders?

      Rich Haines  Peter Payne  Lance Teinert


      • Rich Haines, CEO, OneLogosAustin, TX
      • Peter Payne, VP Data Science, Enterval Analytics LLCLas Vegas, NV
      • Lance Teinert, Co-Founder & CEO, CURevlGalveston, TX
      • Others TBA

        Luncheon for Conference Participants

        Private Equity, VC & Strategic Investor Roundtable:
        Investment and M&A Opportunities in the Business of Higher Education Finance

        • The Vast Revenues that flow through the U.S. Higher Education System has produced a “Cottage Industry” of innovative Edtech, Fintech and other Companies that offer Products & Services in this Market.
        • What types of companies are Private Investors favoring?
        • Are vendor companies seeking to grow through Strategic Acquisitions… or looking for investment capital to grow organically?
        • Hear from Leading Private Investors and Strategic Buyers on the Prospects for Investment & M&A Opportunities in this Rapidly growing and competitive Sector.

        Amy Bevilacqua  Andy Kaplan  Amit Patel


        • Amy Bevilacqua, Managing Partner, Green Street Impact Partners – Austin, TX
        • Andy Kaplan, Managing General Partner, Education Growth PartnersStamford, CT
        • Amit Patel, Managing Director, Owl Ventures – San Francisco, CA
        • Others TBA

        Student Loan Forgiveness in the Aftermath of the SCOTUS Decision: An Update

        The Biden Administration has launched several new Loan Forgiveness Initiatives which this panel will address:

        • The SAVE Program (Saving on a Valuable Education): An update on income-based Loan Forgiveness Features.
        • Are Private Income Contingent Agreements (ICAs) an alternative to Parent PLUS Loans?
        • The PSLF (Public Service Loan Forgiveness) Plan: Who Qualifies?
        • What other Loan Forgiveness Options are being Implemented or Considered?

        Dubravka Ritter


        • Dubravka Ritter, Senior Advisor and Research Fellow, Consumer Finance Institute, Federal Reserve Bank of PhiladelphiaPhiladelphia, PA
        • Others TBA
        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 in the aftermath of the pandemic?
        • What do Financial Aid Leaders at all levels Need to Know about proposed rules around “Gainful Employment” and “Financial Value Transparency?”
        • What is the financial aid outlook for the next 24 to 48 months as the country returns from the post-loan repayment pause?

        Jeff Arthur  Tim Lehmann


        • Jeff Arthur, VP Regulatory Affairs & CIO, East Coast Polytechnic Institute (ECPI University)
        • Timothy Lehmann, VP Student Financial Services, Southern New Hampshire University – Manchester, NH
        • Others TBA

          Conference Concludes
          An iiBIG Thanks to our Executive Faculties, Attendees & Sponsors for over 14 years of Thought-Leadership in the
          Education Finance & Student Loan Markets


          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: