MAY 15-16, 2023
Hyatt Regency Crystal City,
Global healthcare leader Abbott developed a first-of-its-kind program in 2018 — Freedom 2 Save — that is helping employees pay off their student loans while also saving for retirement. In this program, employees who are currently repaying a student loan, and whose payments equal at least 2% of their eligible pay, will receive a 5% company match deposited in their 401(k) without having to contribute their own money to their workplace retirement plan. The program has been a great success with more than 2,200 employees enrolled. This concept has been getting attention in light of recent federal legislation SECURE Act 2.0, a provision of which was modeled after Abbott’s program and goes into effect in January 2024. This new law will enable other companies to offer the benefit too. Connect with us at www.abbott.com, on LinkedIn at www.linkedin.com/company/abbott-/, on Facebook at www.facebook.com/Abbott and on Twitter @AbbottNews.
Counseling clients since 1926, Stradley Ronon’s more than 200 attorneys in seven offices have helped publicly and privately held businesses achieve their goals. Our litigation team, honored for two consecutive years as the top litigation department among Pennsylvania’s midsize law firms, routinely handles high-risk, high-stakes litigation in a wide array of matters spanning state and federal courts, before governmental agencies and in international and domestic arbitrations. Stradley Ronon’s financial services litigation practice represents clients in matters involving nearly every type of consumer and commercial claim, including student lending and servicing, auto finance, mortgage origination and servicing, retail banking, credit cards, privacy issues, debt collection, short term and payday loans and governmental investigations and enforcement. We regularly represent both private and federal student loan servicers in a variety of origination, servicing and debt-collection claims and counsel our clients on trends and risks relevant to the student lending and servicing industry. For more information, please go to: www.stradley.com
CampusDoor provides innovative origination processing to a variety of lenders including state agencies, national and regional banks, credit unions, schools, and school endowment funds, enabling them to help their customers pay for college, cover related expenses, and refinance existing education debt. Through the combination of highly customizable technology, significant experience, and flexible customer service operations, CampusDoor connects all the parties involved in marketing, funding, servicing, and holding education loans. With a strong emphasis on technology, process efficiency, and customer service, CampusDoor streamlines the loan origination process from application through to decisioning, documentation, and funding, allowing our industry-leading clients to launch robust white-label, education finance programs quickly and accurately.
College Ave Student Loans is simplifying the student loan experience so students can get on with what matters most: preparing for a bright future. With a sole focus on private student loans, we’re using technology and our deep industry expertise to help families pay for higher education. We provide our customers the attention they deserve and deliver loans that are simple, clear, and personalized for the individual. We offer competitive rates, a wide
range of repayment options, and a customer-friendly experience from application through repayment. Visit: www.collegeavestudentloans.com.
Fitch Ratings is a leading provider of credit ratings, commentary, and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. Fitch Group is a global leader in financial information services with operations in more than 30 countries. Fitch Group is comprised of: Fitch Ratings, Fitch Solutions, and Fitch Learning. With dual headquarters in London and New York, Fitch Group is owned by Hearst. For additional information, please visit fitchratings.com.
For over 10 years, IonTuition has operated as a Third-Party Supplemental Servicer of Federal student loans. After nearly eight million student-borrower interactions, IonTuition built a reputation for a concierge-style approach to student loan servicing, and consistently reduced cohort default rates for over 1,200 higher education campuses through a proactive, online self-service repayment platform and student loan counseling via phone and webchat. In addition to default prevention, IonTuition provides default recovery services focused on enrolling borrowers into sustainable repayment plans to avoid re-default. IonTuition also leverages its exceptional Servicer status to provide income-share agreements for higher education institutions and offers employment and salary data on alumni. No other company provides the breadth of servicing throughout the student loan lifecycle.
OneLogos is committed to increasing access to higher education by providing the right technology to members of the college financial aid market. The right technology allows more high schools, colleges, lenders, foundations, and community groups, working with federal and state aid sources, to assist students and parents with paying for college. The company was founded in 2008 by executives with decades of experience in the technology and financial industries. Our software platforms support over half a million students and have assisted in securing more than $100 million dollars in financial aid. We welcome the opportunity to work with new clients and partners in any of these markets and encourage you to contact us with questions or feedback. For more information on how we can help bring you into our community, please Contact Us today.
SL Capital Strategies, LLC is a full service, independent financial advisory firm with a specialty focus on education loan-related assets. Founded in 2007, the firm has served over 80 distinct clients on engagements representing nearly $70 billion in asset value. The firm’s client services include (1) capital markets advisory and analytics; (2) asset and trust management; (3) merger and acquisition advisory; (4) strategic planning and lending platform design;(5) asset valuations; and (6) transaction management. The firm’s four managing partners have in excess of 120 years, combined, in higher education loan finance experience. More about S L Capital Strategies can be found at www.slcapitalstrategies.com.
CU REVL LLC (CURevl) is a credit union service organization organized under the laws of Delaware, and based in Richardson, Texas. Our team of seasoned education finance professionals are dedicated to connecting students and families to credit unions for one purpose: providing student loan solutions that save time and money. For more information please visit our website at www.curevl.com.
Student Freedom Initiative (SFI) is a 501(c)3 nonprofit organization that provides a catalyst for freedom in professional and life choices for students attending a Minority Serving Institution (MSI) by increasing their social and economic mobility. In close collaboration with participating schools and other strategic partners, we address the wealth gap through the lens of affordable access to a college education, opportunity for hands on professional and life training, integrated student services, and technology enhancement. We provide support to students that enable their future personal and professional success in a global marketplace and targeted support to participating institutions that increase their resiliency and competitiveness as anchors within their respective communities.
With more than 40 years of experience in the student loan industry, ZuntaFi brings value with their experience in loan origination, servicing and collection. ZuntaFi provides lending partners with an end-to-end solution for private student loans. Our platform offers flexibility to develop custom products to suit client’s needs and market. Borrowers will receive personal service with a single account manager, based in South Dakota, passionate about providing assistance and guidance from application through payoff. Our servicing methodology provides direct access for the borrowers to their own personal account manager eliminating the call center environment and creating unmatched personalized service. Our team has developed and perfected how to guide students and their families through the loan process. Our intuitive online platform coupled with an experienced team eager to provide insightful assistance is an unbeatable combination well suited for more than just student loans. Utilizing our years of experience, ZuntaFi has expanded their loan servicing capabilities to a wide range of unsecured consumer loan products as well. Visit www.zuntafi.com to learn more.
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.
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.