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:


Exhibition Set-up 
(In Exhibit Hall)

Registration, Refreshments and Networking
(in Exhibit Hall)

Welcome to Washington DC: Introductions

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


Opening Panel: State of the Education Finance and Student Lending Industry in 2020

  • How will new court cases and regulatory changes affect YOU?
  • Will New Student Loan Forgiveness Policies be Revolutionary or Realistic in 2020?
  • 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?

James Bergeron


  • James Bergeron, President, National Council of Higher Education Resources (NCHER) – Washington, DC
  • Others TBA

PM Networking Break

Valuation and Securitization Trends

  • How’s the Secondary Market for Student Loans Looking in 2020 and beyond?

D. Grant Carwile  Ian Rasmussen  Jonathan Riber


  • Grant Carwile, Managing Director, SL Capital Strategies – Cincinnati, OH
  • Ian Rasmussen, Lead ABA Analyst, Fitch Ratings – New York, NY
  • Jonathan Riber, SVP, DBRS Morningstar 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?
  • What does the Private Student Loan landscape look like over the next 12 months, and beyond?

Sharon Gold  Robert Humann  Jon Wollman


  • Sharon Gold, Head of Capital Markets, College Ave Student Loans – Wilmington, DE
  • Robert Humann, GM, Student & Personal Loans, Credible Labs – San Francisco, CA
  • Jon Wollman, Chief Product Officer, CURevl LLC – Richardson, TX

Loan Servicing Dynamics: Expanding Servicing Options for Federal Student Loans

  • What are the latest developments in the servicing of student loans?
  • How is the DOE’s ‘NextGen Financial Services Environment’ initiative affecting Student Loan Servicing?

Will Shaffner


  • Igor Beylin, Founder, RPA Bridge LLCCharlotte, NC
  • William (Will) Shaffner, Director, Business Development & Government Relations, Missouri Higher Education Loan Authority (MOHELA) – Chesterfield, MO
  • Others TBA

    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

      Higher Education Regulatory Roundtable:
      Legal/Regulatory Outlook for Student Loans at the State & Federal Level in 2020 and beyond.

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

      Arthur Rotatori  Kathryn (Kate) Rock


      • Arthur Rotatori, Member, McGlinchey Stafford Cleveland, OH


      • Kathryn (Kate) Rock, Partner, Banking, Insurance & Capital Markets, Guidehouse – Washington, DC
      • Others TBA

      Luncheon for Conference Participants

      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  Charles Kelley  


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


      • Charles Kelly, Executive Director, Rhode Island Student Loan Authority (RISLA) – Warwick, RI
      • Dubravka Ritter, Senior Industry Specialist, Federal Reserve Bank of Philadelphia – Philadelphia, PA
      • Others TBA
      College and University Roundtable: An Update from Higher Education Financial Aid Leaders from For-profit and Non-profit Higher Education Colleges, Universities & Community Colleges.

      • How has the job of Financial Aid administrators changed in the last year and what is the outlook for the next two (2) to five (5) years?

      Tess Michaels


      • Tess Michaels, CEO, Stride Funding – Boston, MA
      • Others TBA

      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: