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2017 EFC Annual Membership Meeting
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2017 EFC Annual Membership Meeting

The Annual Membership Meeting is Education Finance Council’s (EFC) largest conference and is well-attended by EFC members and non-members alike. The Annual Membership Meeting brings together financial industry participants, policymakers, and higher education advocates to discuss market activity and outlooks, regulatory issues, pertinent legislation, and relevant higher education issues, and features informative sessions and valuable networking opportunities for participants.

 Export to Your Calendar 3/9/2017 to 3/10/2017
When: March 9-10, 2017
Where: Map this event »
Andaz San Diego
600 F St
San Diego, California  92101
United States
Contact: Gail daMota
(202) 955-5510


Online registration is available until: 3/1/2017
« Go to Upcoming Event List  

The Annual Membership Meeting is Education Finance Council’s (EFC) largest conference and is well-attended by EFC members and non-members alike. The Annual Membership Meeting brings together financial industry participants, policymakers, and higher education advocates to discuss market activity and outlooks, regulatory issues, pertinent legislation, and relevant higher education issues, and features informative sessions and valuable networking opportunities for participants.

Conference Objectives

  • Expand opportunities for EFC members to empower students to succeed as they plan and pay for college
  • Identify the latest developments in the capital markets, with a focus on alternative student loans and refinancing programs
  • Identify funding and opportunities for bond-financed education loan programs, and new issue opportunities
  • Examine new and emerging market opportunities to finance higher education
  • Identify federal and state regulatory developments that pertain to the origination, marketing, and servicing of education loans
  • Identify regulatory and legislative developments that pertain to the municipal bond market and their effect on student loan financing
  • Gain perspective on the Congressional agenda — identify pending legislation that affects student loans and the tax-exempt bond marketplace

Who Should Attend

  • Issuers
  • Investors
  • Investment Banks
  • Underwriters
  • Rating Agencies
  • Law Firms
  • Senior Finance Executives
  • Loan Origination and Servicing Platform Providers
  • Insurance Firms

HOTEL RESERVATIONS

Hotel room reservations should be made directly with Andaz San Diego online by using this link “https://resweb.passkey.com/go/EFCO2017.” You can also call the Hyatt central reservations at (888) 421-1442, however, there are several Hyatt hotels in the San Diego area, so please double check you are being booked into the Andaz San Diego at 600 F Street, San Diego, CA 92101. Please inform the reservation clerk that you are attending the Education Finance Council (EFC) Annual Membership Meeting to ensure the special room rate of $229.00 per night, plus applicable state and local taxes (approximately 13%). Room rates will be in effect from three (3) days prior to and following the EFC event, subject to availability.

Hotel services and amenities per room include complimentary guest room Wi-Fi; welcome beverage at check-in; daily snacks and refreshments in guest rooms; complimentary daily wine tasting in hotel lounge from 5:00 p.m. to 8:00 p.m.; 24-hour access to rooftop fitness center; and a daily newspaper, upon request.

Reservations can be cancelled up to 48 hours prior to arrival without penalty. If complete cancellation of an individual reservation takes place within 48 hours of the scheduled arrival, a cancellation fee equal to one (1) night’s room revenue will be charged with the exception of a personal or medical emergency where verification can be provided.

You MUST make your reservations on or before February 8, 2017 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 February 8, 2017 or after the EFC room block is full are subject to availability and rate change. Please only reserve the number of rooms that you will be using, as 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.

REGISTER EARLY

To receive a reduced early bird registration rate, you must register on or before February 8, 2017. The early bird registration rate for EFC members is $965, and for non-members is $1,305. After February 8 2017, the EFC member registration rate is $1,165 and the non-member rate is $1,505. You must enter your username and password to receive the EFC member rate. Checks should be made payable to Education Finance Council and mailed to: Education Finance Council, Attention: Gail daMota, 1850 M Street NW, Suite 920, Washington, DC 20036. (Please Note: Your organization’s EFC membership dues for 2017 must be current to receive the member rate)

CANCELLATION, REFUND & COMPLAINT 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 February 8, 2017. Requests made after February 8, 2017 and on or before March 1, 2017 will receive a 50 percent refund; any requests made after March 1, 2017 are not eligible for a refund even if the registrant does NOT attend the conference. There is no cancellation fee. For more information regarding administrative policies such as complaint, cancellation, and refund, please contact EFC at (202) 955-5510 or e-mail Gail daMota at gaild@efc.org.

Continuing Education Credits

Continuing Education Credits may be available for EFC conferences. 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. 

 

  • Program Level: Overview
  • No Prerequisites Required
  • No Advance Preparation Required
  • Program is a “Group Live” Offering
  • CPE Credits Awarded: TBD


Education Finance Council 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.learningmarket.org.  

SCHEDULE OF EVENTS

Andaz San Diego | San Diego, California

 

PRE-CONFERENCE EVENTS

Tuesday, March 7, 2017

3:00 p.m. – 4:15 p.m.                    EFC CEO Meeting (EFC Voting Members Only)

4:30 p.m. – 6:00 p.m.                    EFC Board of Directors Meeting (Open to All)

Wednesday, March 8, 2017

8:00 a.m. – 5:00 p.m.                    2017 EFC CXO Summit*

*This event requires a separate registration and fee additional information is forthcoming.

 

25th EFC ANNUAL MEMBERSHIP MEETING

Tentative Schedule — Subject to Change

Thursday, March 9, 2017

7:30 a.m. – 4:00 p.m.                    Registration

7:30 a.m. – 8:30 a.m.                    Breakfast

8:30 a.m. – 12:00 p.m.                  Meeting Sessions

12:00 p.m. – 1:00 p.m.                  Luncheon

1:00 p.m. – 5:00 p.m.                    Meeting Sessions

5:00 p.m. – 6:00 p.m.                    Board of Directors Meeting (Executive Session — Closed)

6:00 p.m. – 7:00 pm.                     EFC Hosted Reception

7:00 p.m. – 8:30 p.m.                    EFC Hosted Dinner

Friday, March 10, 2017

7:30 a.m. – 4:00 p.m.                    Registration

7:30 a.m. – 8:30 a.m.                    Breakfast

8:30 a.m. – 12:00 p.m.                  Meeting Sessions

12:00 p.m.                                       Adjourn