2011 EFC Mid-Year Membership Meeting - Online Registration Closed - On-Site Only
Date: July 14, 2011 - July 15, 2011 CONFERENCE REGISTRATION INFORMATION
Early Registration Discount Expires on June 28, 2011
EFC Member Conference Fees:
Cancellation Policy:
All registration cancellation requests must be made in writing (e-mail is acceptable) to EFC. Full refunds will be provided for cancellation requests made on or before June 28 2010. Requests made after June 28, 2011 and on or before July 6, 2011 will receive a 50 percent refund; any requests made after July 6, 2011 are not eligible for a refund even if the registrant does NOT attend the conference.
Hotel Information:
The Liaison Capitol Hill, An Affinia Hotel
415 New Jersey Avenue, N.W.
Washington. DC 20001
866-233-4642
Attire:
Business
Travel Information:
Conference Description:
Conference Agenda:
Conference Agenda PDF: Final Program 07112011.pdf
Date: July 14, 2011 - July 15, 2011 CONFERENCE REGISTRATION INFORMATION
Early Registration Discount Expires on June 28, 2011
EFC Member Conference Fees:
- Registration received on or before June 28, 2011: $595.00
- Registration received after June 28, 2011: $695.00
- Registration received on or before June 28, 2011: $995.00
- Registration received after June 28, 2011: $1095.00
Cancellation Policy:
All registration cancellation requests must be made in writing (e-mail is acceptable) to EFC. Full refunds will be provided for cancellation requests made on or before June 28 2010. Requests made after June 28, 2011 and on or before July 6, 2011 will receive a 50 percent refund; any requests made after July 6, 2011 are not eligible for a refund even if the registrant does NOT attend the conference.
Hotel Information:
The Liaison Capitol Hill, An Affinia Hotel
415 New Jersey Avenue, N.W.
Washington, D.C. 20001
RESERVATIONS
Hotel room reservations may be made directly with The Liaison online by utilizing this link, Education Finance Council 2011 and enter the group code ‘EFC712’, or by calling the hotel at (866) 233-4642. Please inform the reservation clerk that you are attending the EFC Mid-Year Membership Meeting to ensure the special room rate of $235 per night, plus applicable District of Columbia taxes (approximately 14.5%). Room rates will be in effect three (3) days prior and post the EFC event, subject to availability. You MUST make your reservations on or before 5:00 p.m. Eastern Time on June 28, 2011 to receive the special room rate. EFC has reserved a small room block and the hotel will fill up quickly. Once EFC’s room block is full, we cannot guarantee the lower rate or room availability regardless of the cut-off date. Reservations made after 5:00 p.m. Eastern Time on June 28, 2011 or after the EFC room block is full are subject to availability and rate change.
All hotel reservations must be guaranteed by a valid major credit card, which will be supplied at the time of reservation. Reservations must be cancelled by 6:00 p.m. EST one (1) day prior to arrival to avoid a penalty of one (1) night stay plus taxes. If the reservation is no longer required and is not cancelled prior to this time, the reservation will be released and subsequent room and tax charges will be billed to the credit card on file. Please only reserve the number of rooms that you will be using – cancelling rooms on or after the cut-off date prevents other members from receiving the EFC special rate and may lead to penalties for EFC.
The Liaison Capitol Hill, An Affinia Hotel
415 New Jersey Avenue, N.W.
Washington. DC 20001
866-233-4642
Attire:
Business
Travel Information:
The Liaison Capitol Hill is located just blocks from Union Station (train station and Red Line Metro station), the Capitol and Senate office buildings, and the National Mall. It is a short cab ride from Ronald Reagan National Airport and accessible via metro.
Conference Description:
The EFC Mid-Year Membership Meeting is strategically held in the greater Washington, D.C. area in order to attract key members of Congress and the Administration, and the higher education community. The EFC Mid-Year Membership Meeting focuses on the regulatory and statutory policies that impact the EFC membership, and is recognized for its track record of combining substantive policy with informative political insights from leaders in the nation’s capital.
Conference Agenda:
EFC MID-YEAR MEMBERSHIP MEETING
AGENDA
SUBJECT TO CHANGE
All meetings will take place in the Metropolitan Center unless otherwise noted
WEDNESDAY, JULY 13, 2011
8:30 a.m. – 10:00 a.m.
Registration
9:00 a.m. – 9:45 a.m.
Board Meeting – Open Session
9:45 a.m. – 10:00 a.m.
Break
10:00 a.m. – 11:30 a.m.
EFC Voting Member CEO Meeting (Voting Members Only)
11:30 a.m.
Break for Hill Visits
THURSDAY, JULY 14, 2011
8:00 a.m. – 10:00 a.m.
Breakfast
The Hill Room
8:00 a.m. – 4:00 p.m.
Registration
9:00 a.m. – 9:30 a.m.
The Honorable John Kline (R-MN)
Chairman, Education and the Workforce Committee & Member, Armed Services Committee; U.S. House of Representatives
Introduction:
Taige Thornton, President, NorthStar Capital Markets Services, Inc.
9:30 a.m. – 10:00 a.m.
Tax Reform - Congressional Staff Update
Tax reform has become a key issue as congress grapples with the nation's fiscal future. This panel will feature key congressional staff members who will address the House of Representatives and Senate tax reform efforts, including the AMT "tax holiday" for private activity bonds and changes to the treatment tax exempt bonds.
Moderator:
Rich Meade, Managing Director, Prime Policy Group
Panelists:
Aharon Friedman, Tax Counsel, House Committee on Ways and Means (Majority); U.S. House of Representatives
Jim Lyons, Tax Counsel, Senate Finance Committee (Minority); U.S. Senate
10:00 a.m. – 10:30 a.m.
Michael Bartolotta, Chairman, Municipal Securities Rulemaking Board (MSRB)
The Dodd-Frank Wall Street Reform and Consumer Protection Act charges the Municipal Securities Rulemaking Board (MSRB) to promulgate several new regulations to implement provisions of the Act. Michael Bartolotta will discuss the MSRB’s future agenda, new municipal disclosure requirements, and the proposed municipal advisor rules.
Introduction:
Lee Donner, Managing Director, First Southwest Company
10:30 a.m. – 10:45 a.m.
Break
10:45 a.m. – 11:30 a.m.
Student Loan Capital Markets – Challenges and Opportunities
The capital markets are stabilizing and as regulations stemming from the “Dodd-Frank Wall Street Reform and Consumer Protection Act” are implemented, new challenges and opportunities appear. A panel of experts will discuss the current state of the student loan capital markets including issuance information, liquidity vehicles, and strategies. Key to the discussion will be insight to the investor perspective in terms of their expectations and interpretation of information provided under the new disclosure rules.
Moderator:
David A. Feitz, executive Director, Utah Higher Education Assistance Authority
Panelists:
Lee Donner, Managing Director, First Southwest Company
Heather L. Traeger, Associate Counsel – Capital Markets, Investment Company Institute
Jason Valentino, Director, Structured Finance, MetLife Investments
William Veronda, Director, Bank of America Merrill Lynch
11:30 a.m. – 12:15 p.m.
The Future of College Completion Programs and the Need for Outcome Data
College completion has become a national focus among foundations, President Obama’s administration, schools, and nonprofit organizations. Nonprofit and state agency student finance organizations have provided college completion programs for more than 40 years; however the elimination of the FFELP has led to decreased funding for these programs. There are several federal college completion initiatives and foundation grant programs focused on funding programs; however each of these funding initiatives requires outcome measurements. This session will identify the types of outcome measurements that are required and the data that must be collected.
Moderator:
Kelly Cresswell, Vice President of Foundation Activities, Student Assistance Foundation
Panelists:
Thomas C. Dawson, Senior Program Officer, U.S. Programs- Advocacy, Bill & Melinda Gates Foundation
Erin McDermott, Program Officer, Fund for the Improvement of Postsecondary Education (FIPSE), U.S. Department of Education
Mark Schneider, Vice President; Education, Human Development and the Workforce, American Institutes for Research
12:15 p.m. – 1:15 p.m.
Lunch
The Hill Room
1:30 p.m. – 2:15 p.m.
An Examination of Higher Education Trends
A panel of experts will examine several higher education reports and studies to identify who is enrolling in school, what types of financial aid is available, how are their financial needs being met, who is borrowing, who is repaying, and more.
Moderator:
Quentin Wilson, President & CEO, ALL Student Loan
Panelists:
Dr. Susan Aud, Sr. Research Scientist, National Center for Education Statistics, U.S. Department of Education
Terrell Halaska, Founding Partner, HCM Strategists, LLC
Ricardo D. Torres, President & CEO, National Student Clearinghouse
2:15 p.m. – 3:15 p.m.
Supplemental Student Loans – A Key Component to Financing Higher Education
As the cost of college continues to soar and federal, state, and institutional aid buys less for students and families, the need for cost-effective supplemental loans is real and undeniable. This session will examine the value and benefit of supplemental loans from nonprofit and state agency student loan lenders and the ways to effectively communicate with students and families.
Moderator:
Kelly E. Field, Senior Reporter, The Chronicle of Higher Education
Panelists:
Edward Cunningham, Chief Executive Officer, Kentucky Higher Education Student Loan Corporation
Thomas Graf, Executive Director, Massachusetts Educational Financing Authority
Judith Greiman, Executive Director, Connecticut Higher Education Supplemental Loan Authority
3:15 p.m. – 3:30 p.m.
Break
3:30 p.m. – 4:00 p.m.
The Honorable Dr. Eduardo M. Ochoa
Assistant Secretary for Postsecondary Education, U.S. Department of Education
Introduction:
Chuck Sanders, President & CEO, South Carolina Student Loan Corporation
4:00 p.m. – 4:30 p.m.
Consumer Financial Protection Bureau – What It Means to NFP Student Loan Agencies
On July 21, 2011, many pieces of the Dodd-Frank Wall Street Reform and Consumer Protection Act relating to the Consumer Financial Protection Bureau will go into effect. A member of the CFPB’s implementation team will provide an update on the status of the CFPB and how its policies relate to nonprofit and state agency student loan finance organizations.
Presenter:
Rohit Chopra, Team Lead, Office of Students, Consumer Financial Protection Bureau
Introduction:
Vince Sampson, President, Education Finance Council
4:45 p.m. – 6:00 p.m.
Reception
Pool Deck (Weather Permitting)
6:00 p.m. – 9:00 p.m.
Dinner
The Hill Room
FRIDAY, JULY 15, 2011
7:30 a.m. – 8:30 a.m.
Breakfast
The Hill Room
7:30 a.m. – 11:00 a.m.
Registration
8:30 a.m. – 9:15 a.m.
U.S. Department of Education Regulatory Update
The U.S. Department of Education has several initiatives underway affecting nonprofit and state agency student loan organizations including: not-for-profit Direct Loan servicing; Voluntary Flexible Agreements for guaranty agencies to provide services to students, schools and lenders; negotiated rulemaking to account for changes stemming from the elimination of the FFELP and more; and proposed changes to FERPA. To provide attendees with an understanding of the impact of these initiatives, a top U.S. Department of Education official will provide insight on the direction the Department of Education is heading as well as its priorities.
Presenter:
Dan Madzelan, Senior Director, Strategic Planning, Analysis and Initiatives Service; Office of Postsecondary Education; U.S. Department of Education
Introduction:
Scott E. Miller, Director of Federal Relations, Pennsylvania Higher Education Assistance Agency
9:15 a.m. – 10:00 a.m.
Not-For-Profit Servicing: What’s Working – What’s Not?
Panelists will discuss their experiences working with the U.S. Department of Education to service federal Direct Loan Program loans. Points covered include differences between servicing FFELP and DL loans, challenges with the loan allocations, pitfalls and solutions, and what is working well.
Moderator:
James Stipcich, President & CEO, Student Assistance Foundation
Panelists:
Ron Gambill, Chairman & CEO, Educational Funding of the South, Inc. (Edsouth)
Elise Nowikowski, Principal, Evidens Group
Chuck Sanders, President & CEO, South Carolina Student Loan Corporation
10:00 a.m. – 10:15 a.m.
Break
10:15 a.m. – 10:45 a.m.
Clifford Gannett, Acting Director of Government Entities, Internal Revenue Service
In his role as Acting Director of Government Entities for the Internal Revenue Service (IRS), Clifford Gannett covers three units: tax-exempt bonds, state and local governments, and Indian tribal governments. Gannett will provide an update on IRS activities related to tax-exempt entities, including issues affecting not-for-profit and state agency student loan organizations.
Introduction:
Edward Cunningham, Chief Executive Officer, Kentucky Higher Education Student Loan Corporation
10:45 a.m. – 11:45 a.m.
What’s Happening in Washington: A Federal Update
Change is a constant in Washington, DC whether it comes from members of Congress through legislation, or through the Administration in regulations. This session will focus on topics of relevance to EFC members – what is new – what is pending – what could be coming down the pike.
Presenter:
Vince Sampson, President, Education Finance Council
Introduction:
Noel Simpson, Deputy Director & Chief Financial Officer, Rhode Island Student Loan Authority
11:45 a.m.
Adjourn
Conference Agenda PDF: Final Program 07112011.pdf
