Helping Businesses Keep Both ii's On The BIG Picture For Over 16 Years!
Education Finance & Loan Symposium

MAY 15-16, 2023

Hilton Crystal City,
Washington, DC

Our Executive Speaking Faculty

Applications are now being reviewed from executives who wish to become members of our Executive Speaking Faculty. If you have extensive knowledge of education finance/student loans and would like to apply for a position on our speaking faculty, please complete our online JOIN OUR FACULTY application or contact:

Don Buford, Founder & CEO, iiBIG
Phone: 212-300-2521 | Email: donb@iibig.com

THE SPEAKERS SHOWN BELOW ARE FROM OUR 2022 EVENT.

(Please check back regularly for updates regarding the 2023 Event)

 

KEYNOTE PRESENTATION: Federal Student Aid Update

Richard CordrayRichard A. Cordray, Chief Operating Officer, Federal Student Aid, United States Department of Education

Cordray is responsible for strategic and operational management of FSA. He brings extensive leadership and expertise to this role, as well as a commitment to serving consumers and American families. His public service includes several senior state and federal positions, including as the first director of the Consumer Financial Protection Bureau (CFPB) from 2012 and 2017. 

During his CFPB tenure, the agency brought enforcement actions that returned more than $12 billion to 30 million Americans. The CFPB created a consumer response system that gave people a voice; more than 1.3 million people had financial issues resolved by the new system. Under Cordray’s leadership, CFPB also adopted new rules to safeguard the multi-trillion-dollar mortgage market and took significant steps to protect student loan borrowers against abuses. 

Before joining CFPB, Cordray served as the Ohio Attorney General, where he and his team recovered more than $2 billion for Ohio’s retirees, investors, and business owners and took major steps to protect consumers from fraudulent foreclosures and financial predators. Cordray also served as the Ohio Treasurer, where he led the state’s banking, investment, debt, and financing activities; as Ohio’s first Solicitor General; and in the Ohio General Assembly. 

Cordray majored in legal and political theory at Michigan State University’s James Madison College. He earned a master’s degree in philosophy, politics, and economics while a Marshall Scholar at Oxford University in England. He then earned a law degree from the University of Chicago Law School, where he was editor-in-chief of the Law Review. He clerked for Judge Robert Bork on the U.S. Court of Appeals for the District of Columbia Circuit and for Justices Byron White and Anthony Kennedy on the U.S. Supreme Court. He has since argued seven cases before the U.S. Supreme Court and was a professor of constitutional law for many years. 

Cordray is married and is the father of twins who are college graduates in the Class of 2021. 

Richard A. Cordray is the chief operating officer for the U.S. Department of Education office of Federal Student Aid (FSA). FSA administers the federal student financial aid programs, which—in Fiscal Year 2021—provided more than $112 billion in federal grants, loans, and work-study funds to approximately 10.1 million students at approximately 5,600 participating schools. In total, FSA manages a federal student loan portfolio valued at $1.6 trillion representing more than 43.4 million customers. 

Jeff AndradeJeff Andrade, SVP, McKeon Group

Jeff Andrade is Senior Vice President leading the practice in policy and appropriations in Federal education and workforce development. He combines over 30 years of political insights from the Executive Branch and on Capitol Hill with real-world corporate experience helping colleges, universities and other organizations navigate Washington on policy and funding issues.

Before joining the McKeon Group, Jeff had extensive government relations experience with three DC-based firms specializing in higher education, as well as an in-house government relations executive for a national student loan finance company and an international medical school. A first generation American from New Bedford, Massachusetts, Jeff was the first in his family to graduate from college and holds a bachelor’s degree with Honors in Political Science from The American University in Washington, DC. He currently lives in Anne Arundel County, Maryland with his wife, Catherine and son, Anthony, where he actively volunteers for local community, faith-based and political organizations.


Marilena BotoulasMarilena Botoulas, Asst. Dean for Financial Aid, Columbia University, Graduate School of Business

Marilena Botoulas joined Columbia Business School in 2005 as the Director of Financial Aid and is now Assistant Dean.  Her responsibilities include overseeing financial aid counseling and processing for students in the school’s full time, Executive MBA and MS programs.  Prior to her current position, Marilena was the Associate Director of Admissions and Financial Aid at the Leonard N. Stern School of Business and a Fund Accountant for the asset management company Lord, Abbett, & Co.  Over the last 15 years, she has also held several NYC Executive Committee positions for the not-for-profit, Minds Matter of NYC, Inc. Marilena received her B.S. in Finance from St. John’s University, her M.A. in School Counseling from New York University and her Executive MBA at Columbia Business School.


Mark BrownGen. Mark Brown (Ret), Executive Director, Student Freedom Initiative (AFI)

Mark Brown is the Executive Director of the Student Freedom Initiative (SFI). SFI, A 501 (C) provides holistic support through four primary components: (1) Income contingent funding alternative to fixed payment obligations, (2) Internships, (3) Targeted HBCU capacity building, and (4) Tutoring, mentoring, and other student services. On 23 November 2020, SFI announced nine participating HBCUs, who identified the qualified STEM majors for eligible juniors and seniors starting with the Fall 2021 academic year.  Mr. Brown is the Former Chief Operating Officer for the U.S Department of Education Office of Federal Student Aid (FSA). FSA, all Title IV funding (Grants, Work study, Student Loans) is a lending portfolio of $1.5T, 6K partner schools and 43 million customers (students, borrowers, and parents). In the Air Force, Major General Brown led a Continuum of Learning (Education, Training, and Experiences) for 600,000 global learners including two Graduate and Doctoral degree granting universities.  In addition, he has recent Senior Executive level experience in the successful enterprise-wide implementation and cultural change required to implement competency-based education, personalized learning, and a learning ecosystem for over 600,000 Air Force learners.  As a Senior Executive and CFO for $60B portfolio, Mr. Brown implemented enough savings and efficiencies to live within a budget that was reduced by 33% in a single year…received “Best in Air Force” rating. Rated “Best in Air Force” for quality of life and installation excellence, when serving as COO managing 6,013 acre pilot training base (equivalent to college campus).  Brown served in a 32-year Air Force career with over 20 years in senior executive positions encompassing all aspects of operations for diverse organizations ranging in size from 200 to over 200,000 individuals. Retired at the rank of Major General (Two Stars), Mark Brown is highly regarded for his ability to communicate at all levels both verbally and in written form. Security Clearance: TS/SCI


Scott BuchananScott Buchanan, Executive Director, Student Loan Servicing Alliance

Scott Buchanan is the Executive Director of the Student Loan Servicing Alliance (SLSA), a trade association that represents more than 40 student loan servicers and their business partners in both federal and private student lending.

Previously, Scott was Senior Vice President of Business Development and Government Affairs for CBE Companies, a global provider of outsourced call center and collection services.  Scott has also been Principal Consultant at Merak Associates LLC, where he has advised and counseled clients including financial services and investment firms, institutions of higher education, and BPO companies on legislative, regulatory, and business development strategy.  Before his consulting work, Scott served as Vice President of Business Development, Sales, and Marketing at Navient.  In that role he ran corporate marketing, oversaw brand strategy, directed business development and the sales organizations, while advising the company on corporate strategy.  Prior to Navient, he served as Vice President of Government Affairs and Services with Sallie Mae.  In that role he worked with Members of Congress, government agencies, and other policymakers to inform discussion on higher education, financial services, and tax policy.  He oversaw the state affairs interests of the company and had responsibility for lobbying and political compliance processes. Over the years he also worked at Sallie Mae in various management capacities, has past political campaign experience, and worked for Wachovia Corporation in Atlanta, GA.  Scott holds a Bachelors in Political Science from Davidson College and a Masters in Public Policy from George Mason University.  He currently resides in Alexandria, VA.


Gail DaMotaGail daMota, President, Education Finance Council (EFC)

Gail daMota is the President of Education Finance Council (EFC), the national trade association representing nonprofit and state-based higher education finance organizations. In her role as President, Ms. daMota leads EFC’s advocacy efforts on legislative and regulatory issues related to higher education finance. She works collaboratively with the EFC Team, all EFC members, Directors, the Administration, Congress, and other industry groups to promote EFC’s goals and initiatives and to identify and develop opportunities for EFC and its members. Prior to her role as President, Ms. daMota served as the SVP and COO for EFC where her primary responsibilities were to ensure the efficient operations, including corporate governance policy development, membership services, conference and program development, and Federal relations. Ms. daMota has been a key member of EFC’s leadership team through its development into a highly respected organization.  Ms. daMota has more than a decade of experience in higher education, strategic planning, and personnel management and development. Prior to joining EFC, Ms. daMota was the Director of Federal Relations for the Connecticut Student Loan Foundation (CSLF), serving as the primary point of contact between CSLF and the Connecticut congressional delegation and federal regulatory agencies. Prior to CSLF, she was the Vice President of Operations for a financial aid third-party servicer and financial aid software firm. Ms. daMota began her career in higher education as a financial aid director and trade school owner. Ms. daMota has a B.S. in Business Finance from Arizona State University. She is a native of New England and currently resides in Alexandria, Virginia.


Robert FeldmanDr. Robert Feldman, Consultant, U.S. Education Finance Group

Robert Feldman has been a consultant to the U.S. Education Finance Group for over a decade.  Previously, he worked in the student loan finance group at UBS Securities.  Robert spent most of his career working in asset securitization groups at Goldman Sachs, Bear Stearns, Salomon Brothers, and Morgan Stanley in addition to UBS.  Robert received his B.A. from the University of Michigan and his PhD in Economics from Princeton University.  


Henry HowardHenry Howard, President & CEO, US Education Finance Group

Henry B. Howard began his banking career in 1978 at Maryland National Bank in Baltimore, Maryland.  Subsequently, he held officer or management level positions at National Bank of Washington, Student Loan Marketing Association (“Sallie Mae”), American Security Bank of Washington, Marine Midland Bank (Delaware), CenTrust Savings Bank in Miami and BAC International Credit Corporation in Miami.  Henry founded U.S. Education Finance Group in 1999 (assets of $2.75 Billion as of 12/31/10).  He has been continuously involved with education lending since 1981.  Henry Howard has 30 years and $7 Billion of education loan origination and financing experience.


Eric HurwitzEric Hurwitz, Co-Chair, Financial Services Litigataion, Stradley, Ronon, Stevens & Young LLP

Eric Hurwitz is Co-Chair of Stradley Ronon’s Financial Services Litigation practice. Eric focuses his litigation practice on defending financial institutions from claims arising out of nearly every type of consumer and commercial financial product. He has extensive experience defending both single plaintiff and class action lawsuits against student lenders and servicers, banks, mortgage lenders and servicers, credit card companies, auto finance companies, debt collection companies and other financial services institutions. These include claims under the Truth in Lending Act (TILA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Fair Debt Collection Practices Act (FDCPA) and Telephone Consumer Protection Act (TCPA), as well as state unfair trade practices laws. Eric has defended both private and federal student loan servicers for many years in both court and private arbitration proceedings nationwide. He also works with clients to respond to regulatory inquiries and develop best practices for litigation avoidance.


Eric IvesEric Ives, Senior Vice President & General Manager, ECSI

Eric has been with ECSI for 18 years. In this role, Eric is responsible for the oversight and performance of ECSI. Eric has performed multiple roles within the company including information technology, customer service management, and product development. Through Eric’s experience and extensive knowledge, he is able to ensure optimal performance across the organization.

 


David KaifafianDavid Kafafian, COO, Stride Funding

David Kafafian has a diverse background across finance, technology, and law. His entry point into fintech began while at Harvard Law School, where he saw firsthand the challenges with the private student loan market (and generally the cost of education), causing him to jump into the ISA space during its infancy (2015), advising university Presidents and CFOs who were exploring innovative funding models to support students. Prior to law school, David worked at IBM as a member of their Watson Analytics Group, where he worked with large banks and insurance companies designing and deploying AI solutions to support the use of alternative data and advanced analytics across lines of business. David also spent a number of years as an investment banker in JPMorgan’s M&A group, supporting Fortune 500 companies across a host of strategic transactions. At Stride, David leads all sales and B2B partnerships, while managing all capital markets processes, and supporting the product & regulatory functions of the business. He loves building teams, mentoring young talent, and early mornings! In his free time, David can likely be found on a golf course, skiing, cooking, or pacing around Boston listening to Audible.


Karthik KrishnanKarthik Krishnan, CEO, MentorWorks Education Capital LLC

Dr. Karthik Krishnan is CEO and President of MentorWorks Education Capital, Inc. which was founded in 2016. Dr. Krishnan is a tenured Associate Professor of Finance at the D’Amore-McKim School of Business at Northeastern University and works with student startups as an advisor. He has published articles in the student loan space that have been widely cited in media and by policymakers. Dr. Krishnan holds a bachelor’s in electrical engineering from Delhi University and a Ph.D. in Finance from Boston College. Dr. Krishnan is a board member at MentorHub, which is a non-profit group supporting youth mentoring and supportive accountability. He has been an angel investor at Launchpad Venture Group, which is one of the largest angel group networks in the New England area. He has published many academic articles on entrepreneurial finance, education finance, venture capital, angel financing, IPOs, corporate governance, banking, and financial intermediation. His work has been published in top journals in business and he has presented papers at high level academic meetings.


Tim LehmannTimothy Lehmann, VP Student Financial Services,
Southern New Hampshire University

An experienced higher education financing professional, with over 36 years of experience in higher education financing.  A common thread has been helping organizations to scale their operations along with finding innovative solutions to assist universities.  He has built a reputation as a thought leader in the area of technology, customer experience and innovation all the while maintaining a commitment to compliance to help colleges and universities organizational goals. Beginning his career working in the not-for-profit sector he has worked for both for profit and not for profit institutions focused primarily on Distance Education.  Mr. Lehmann has been the Vice President for Student Financial Services at Southern New Hampshire University for the past five years and has helped guide the institution through significant growth as well as assisting with improving the student experience by being relentlessly focused on creating integrating the right technology to deliver a student experience that is optimized, scalable, compliant and streamlined to achieve the universities goals.  The Vice President is a key member of the Student Experience leadership team who drives and evangelizes innovation to continuously advance the financing options available to students and to differentiate the University in the market. The Vice President establishes strategies and programs to help students become better off financially than when they started at SNHU; and ensures SNHU’s overall regulatory compliance and the financial integrity of its operations. The Vice President is a critical partner in the university’s strategic initiatives and new product development, representing SFS as a subject matter expert and regulatory advisor. The Vice President supports the Chief Experience Officer as a second in command in SFS. Mr. Lehmann has a Bachelor’s Degree from Concordia College in Minnesota and a MBA from Capella University.  He has been a presenter at numerous conferences and seminars on the topic of new and innovative financing options in higher education.


Mary Morris, CEO, Virginia529Mary Morris

Mary Morris, CEO of Virginia529, brings more than three decades of financial and taxation services experience to her role as an industry authority and possesses expertise in some of the timeliest issues of the day, including higher education access, education savings, student loan debt, disability savings, financial literacy and more. As a knowledgeable and trusted voice, Mary is regularly featured by the most respected national and local media outlets for her honest, direct, and unbiased insights about topics that matter most to consumers today. Her experience – as the CEO of the nation’s largest 529 plan, as a private lawyer in a national law firm, and as a public servant (having served as the Treasurer of Virginia and Virginia Senior Assistant Attorney General for Tax and Finance) – uniquely qualifies Mary as an exceptional resource for financial, taxation, social and legal matters.


Rebekah MelvilleRebekah Melville, Managing Director, Financial Aid, Yale School of Management

Rebekah Melville is the Management Director of Financial Aid and MBA Admissions Committee Member at the Yale School of Management (SOM). She has over 15 years of student advising and application review experience. Rebekah manages the merit-based scholarship strategy, student loan programs, and administers the school’s $1.5M annual loan forgiveness program. Rebekah has previously held roles in admissions and student advising at both the Yale Law School and the Stanford Graduate School of Business. She started her career as a management consultant at a boutique consulting firm in Boston, MA. She graduated with First Class Honours from McGill University in Montreal, Canada.


Ron PageRon Page, Managing Partner, CapaFinancial

 

 

 

 


Sara ParrishSara Parrish, President, CampusDoor

In her role, Sara is responsible for growth of our products. Sara’s areas of focus include business development activities, implementation of new programs on the software, managing client relationships, helping to advance the platforms and user experience, and oversight of finance activities. Around the office, Sara can frequently be found with a cup of tea in one hand and a stack of program guidelines or product requirements in the other. On that note, she likely uses more paper than anyone else in the office. In her down time, Sara can be found enjoying the outdoors with her husband and two young daughters. Prior to joining CampusDoor in 2016, Sara worked in various operational and portfolio management roles at the Pennsylvania Higher Education Assistance Agency. Before starting in the student loan industry approximately 10 years ago, Sara worked in engineering business development and government services contracting. Sara earned her B.A. from Ursinus College and M.S. from Duquesne University.


Casey PowersCasey Powers, CEO, Climb Credit

Casey Powers is the CEO of Climb Credit, an education finance company that funds career-advancing education programs and helps consumers access and enroll in these programs to increase their earning potential. She became CEO in February 2022 after serving as Climb’s COO for the 3 prior years. Ms. Powers began her career in investment banking, rising to a Vice President at Goldman Sachs in the Municipal and Infrastructure Finance group. After leaving Wall Street, she went on to earn her Masters at Columbia School of International and Public Affairs where she developed a passion for deploying business strategies to address and promote social, environmental and economic progress.  In the past decade, Casey has held leadership positions at several mission-driven financial technology companies including Mission Markets and Lenddo.  She lives in East Hampton, New York, with her husband and three young daughters.


Charles PruettCharles Pruett, Assistant Dean, Student Financial Aid, Georgetown Law Center

Charles Pruett is the Assistant Dean for Financial Aid at the Georgetown University Law Center and has been with the Financial Aid Office since 1997.  The ever-evolving state of the economy ensures that the needs of Georgetown Law’s student body are constantly changing.  He regularly works with students to increase their knowledge of financial planning and illuminate the nuances and pitfalls important to the lives of younger professionals.  For over fifteen years, Georgetown Law’s flagship financial program, “Life after Georgetown Law” has prepared thousands of graduating students to enter the “real world” as informed earners and consumers.  Mr. Pruett earned both his B.A. and J.D. from The George Washington University.


Balaji (Raj) RajanBalaji (Raj) Rajan, CEO, IonTuition

Raj Rajan is the Founder of CoverPoint Partners, focused on providing support from capital to operations expertise in education-fintech. Experience includes 18 years as the CEO of Ceannate Corp and the founder of several companies in Federal education loan servicing and collections, collegiate mental health, and other SaaS platforms including government improper payment error reduction. Focus on high education ROI. And careers for our students.


Ian RasmussenIan Rasmussen, Managing Director, Co-Head ABS, Fitch Ratings

Senior Director in ABS focusing on: ABCP, consumer unsecured loans, credit cards, and student loans. Long standing relationships in asset management, with strong background in commercial paper, money markets and cash management. Also broad exposure to investment products including: closed-end funds, money market funds and local government investment pools and across many asset classes. Earned a B.S. in finance from Southern Utah University and an MBA in finance from Fordham University Graduate School of Business.


Jonathan RiberJonathan Riber, Vice President, DBRS

Jon Riber is a Senior Vice President for DBRS and manages the company’s student loan ratings team. In addition to rating student loan transactions, Jon has developed and maintains methodologies for FFELP and private student loan securitizations. Jon joined DBRS in 2010. From 2003 to 2010, Jon was a Vice President within Citigroup’s investment banking group focusing on the origination and structuring of mortgage-backed and asset-backed securities. From 1997 to 2003, Jon worked at Prudential Securities and Wachovia Securities focusing on the origination of structured finance transactions. Jon hold a BS from the University of Massachusetts Amherst and an MBA from Bentley University.


Dubravka RitterDubravka Ritter, Advisor and Research Fellow, Federal Reserve Bank of Philadelphia

Dubravka Ritter is an Advisor and Research Fellow at the Consumer Finance Institute at the Federal Reserve Bank of Philadelphia. She joined the Bank in 2011 and studies how consumer credit markets influence economic opportunity, mobility, and equality. Her research focuses on education finance, discrimination in lending, consumer financial protections, and the effects of identity theft on financial outcomes. Currently, Dubravka is examining the determinants and effects of high student loan burdens, the properties of income-contingent higher education funding, and the repercussions of debt-financed higher education. Prior to joining the Philadelphia Fed, she was an economist at the consulting firm Charles River Associates. While there, she performed statistical and econometric analysis as part of regulatory compliance and risk management support for financial institutions with mortgage, payment card, auto loan, and other portfolios. She also conducted economic analysis in support of litigation alleging antitrust violations and patent infringement, as well as merger and acquisition activity. Ritter has an M.A. in economics from the University of Toronto, and a B.A. in economics, magna cum laude, from Wellesley College.


Brad RustinBrad Rustin IV, Partner, Nelson Mullins LLP

Brad Rustin is a Partner at the firm, Nelson Mullins LLP.  His career began as a litigator focusing on consumer financial services litigation and defense of regulatory claims against chartered and non-chartered financial institutions, finance entities, and money services business. Following in the wake of the fiscal crisis, he began working with financial institutions, money transmitters, non-traditional lenders, check cashers, and mortgage brokers on issues of regulatory compliance. As the regulatory environment facing financial institutions has changed and increased, he now spends most of his time counseling financial institutions in regulatory matters, including strategic agreements, product development, and operational compliance. Mr. Rustin regularly works with clients on issues relating to: state and federal consumer protection laws, fraud monitoring, anti-money laundering and Bank Secrecy Act compliance, state and federal regulation of money transmission, stored value strategies, ACH compliance and traditional and non-traditional lending. He is a frequent speaker at professional conferences, and in addition to iiBIG’s Education Finance & Loan Symposium – WEST, his speaking engagements have, in particular, focused on changing federal regulation of the money transmission and the lending space in the post-Dodd Frank environment.  Brad received his B.A. from Furman University, in Political Science and History, cum laude, and he graduated from the University of South Carolina School of Law, JD, magna cum laude.


Kelley ShepherdKelley Shepherd, CFA, Chief Investment Officer, Outcome Group, Inc.

Kelley is the Chief Investment Officer of Outcome Group. Outcome was founded in 2019 to make education more accessible and affordable to students through outcome-based loans. Kelley is responsible for managing Outcome’s relationships with capital providers, underwriting its school partners, as well as overseeing its financial operations and regulatory platform. Prior to joining Outcome – Kelley was a Director in the Impact and Sustainable Investing Group at Cambridge Associates. There, he advised on more than $12 billion in client assets invested across public and private markets. He focused on clients deploying their assets into strategies that generate both financial and impact returns – such as inclusive credit investments, edtech venture capital, and sustainable real assets. Kelley holds a Bachelors Degree in Religious Studies from the University of Virginia and a Master of Arts in Religion from Yale University. He is a CFA Charterholder.


Aaron SmithAaron Smith, Co-Founder, Savi

Aaron Smith is the Co-Founder of Savi. Savi is the leading social impact startup helping to educate and support borrowers throughout repayment, offering a unique student loan benefit to employers, membership groups, and financial institutions. Aaron is a long-time student loan expert and advocate. As a Georgetown Law Student, Aaron co-founded and served as the original Executive Director of Young Invincibles, now one of the largest and most impactful youth advocacy and policy non-profits in the country. Aaron has been featured in the New York Times, Washington Post, Wall Street Journal, Fox News, MSNBC, and CNN.


Michael StrafordMichael Stratford, Education Reporter, POLITICO

Michael Stratford is an education reporter for POLITICO Pro. He most recently covered federal higher education policy and student loans at Inside Higher Ed, with previous bylines at The Associated Press, The Chronicle of Higher Education, and Kiplinger’s Personal Finance magazine. Stratford grew up in Belmont, Mass. and graduated from Cornell University, where he was managing editor of The Cornell Daily Sun.

 

 


Mark Weadick
Mark Weadick, Managing Director, SL Capital Strategies

Mark Weadick has more than 30 years’ finance, management and consulting experience and now specializes in providing consulting and financial advisory services.  Mark joined SLCS in June 2008.  Before joining SLCS, Mark was the co- head of Citigroup’s Student Loan Investment Banking Group, and has worked for both Citigroup (originally joining Smith Barney in 1996) and William R. Hough & Co. Mr. Weadick has served as project lead and primary contact for over 20 different entities.  Mr. Weadick has also completed numerous strategic projects and M&A transactions for clients. Mr. Weadick also previously served as the chief financial officer for Student Loan Funding Corporation.   Mr. Weadick has also worked as a certified public accountant for Arthur Andersen and as a corporate/securities lawyer at Taft Stettinius & Hollister.  Mr. Weadick is an honors graduate of both Bowling Green State University (B.S. in Accounting) and the University of Cincinnati College of Law (J.D.). Mr. Weadick was a founding board member of the Education Finance Council in 1993 and served as Treasurer, and Vice Chairman.


Jon WollmanJon Wollman, Chief Product Officer, CURevl LLC

Jon is currently Executive Consultant at CURevl, LLC, a credit union CUSO dedicated to helping credit unions enter the private student loan market.  As Executive Consultant, Jon is active in growing the capital markets area, providing risk management oversight, and assisting with business development.  Prior to joining CURevl, Jon has been involved in all aspects of the private student loan business, serving as Vice President at HEMAR Insurance Corporation of America, a wholly owned subsidiary of SallieMae, and then ReliaMax Surety Company.  Jon has spent much of his 30-year career focused on developing and delivering insurance products and services that mitigate credit risk for financial institutions and other holders of private student loans. He holds a Bachelor of Arts in Education from Huron College and a Master of Arts in Teaching History from Augustana College.

 

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.