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2017 EFC Mid-Year Membership Meeting
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2017 EFC Mid-Year Membership Meeting

The EFC Mid-Year Membership Meeting is strategically located in Washington, D.C.; attracting key members of Congress, Administration officials, higher education groups, and other industry stakeholders.

 Export to Your Calendar 9/7/2017 to 9/8/2017
When: September 7-8, 2017
Where: Map this event »
Hyatt Regency Washington Capitol Hill
400 New Jersey Avenue NW
Washington, District of Columbia  20001
United States
Contact: Gail daMota
(202) 955-5510


Online registration is available until: 9/4/2017
« Go to Upcoming Event List  

 

AGENDA - (Draft a/o August 23, 2017 - Subject to Change)

The EFC Mid-Year Membership Meeting will provide insight from industry experts that will provide up-to-date information on key issues and new developments affecting the student loan industry. Session topics will cover financing and student loan servicing, college success and financial literacy initiatives, and statutory, regulatory, and legislative developments. The EFC Mid-Year Membership Meeting is strategically located in Washington, DC, attracting key members of Congress, Administration officials, higher education groups, and other industry stakeholders.
 

Conference Objectives

  • Identify the latest developments in the capital markets, with a focus on private education loans and alternative financing options
  • Clarify the CFPB’s oversight role in the private education loan marketplace, and education loan servicing
  • Identify federal and regulatory issues that pertain to the municipal bond market and how they may affect education loan financing
  • Gain perspective on the Congressional agenda – identify pending legislation that affects education loans, the tax-exempt bond marketplace, and borrower outreach activities
  • Define effective communication and public relation strategies
     

Who Should Attend:

  • Issuers
  • Investors
  • Investment banks
  • Underwriters
  • Rating agencies
  • Regulators
  • Policymakers
  • Law firms
  • Higher education groups

Reservations
Hotel room reservations must be made directly with the Hyatt Regency Washington on Capitol Hill by utilizing this link, Education Finance Council Meeting, or by calling the hotel central reservations at (844) 249-1572. Please inform the reservation clerk that you are attending the Education Finance Council Mid-Year Membership Meeting to ensure the special room rate of $205.00 per night, plus applicable tax (14.5%) – in-room internet is complimentary. You must make your reservation on or before August 15, 2017 to receive the special room rate. Once EFC’s room block is full, or after August 7, 2017, reservations will be accepted on a space- and rate-available basis. 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. Hotel room reservations may be canceled 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 charge with the exception of a personal or medical emergency where verification can be provided. Check-in time is 3:00 p.m. Check-out time is 12:00 p.m.
 

Register Early
To receive a $200 early-bird registration discount you must register on or before August 15, 2017. The early-bird registration rate for all EFC members is $775.00, and for non-members is $1,135.00. After August 7, 2017, the EFC member registration rate is $975.00 and $1,335.00 for non-members. When registering through the EFC website, you must be logged in using your user name and password to receive the low EFC member registration rate. Checks should be made payable to Education Finance Council and mailed to 440 First Street NW ∣ Suite 560 ∣ Washington, DC 20001. (Note: Your organization’s membership dues for 2017 must be current to register at the member rate.)

Cancellation, Refund, Complaint Policy
All registration cancellations requests must be made in writing (e-mail is acceptable) to Gail daMota at gaild@efc.org. Full refunds will be provided for cancellation requests made on or before August 7, 2017. Requests made after August 7, 2017 but before August 31, 2017 will receive a 50 percent refund, and requests made after August 31, 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 Gail daMota at EFC at (202) 955-5510 or at gaild@efc.org

Continuing Education Credits
Continuing Education Credits may be available for Education Finance Council 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. 

 

CPERegistry_logo.jpg

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

 

The Education Finance 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.

 

AGENDA - (Draft a/o August 23, 2017 - Subject to Change)

 

WEDNESDAY, SEPTEMBER 6, 2017

7:30 a.m. – 12:00 p.m.          

REGISTRATION

 

8:00 a.m. – 8:30 a.m.            

BOARD MEETING – Executive Session

 

8:30 a.m. – 9:00 a.m.            

BOARD MEETING – Open Session

 

9:00 a.m. – 9:15 a.m.            

BREAK

 

9:15 a.m. – 12:00 p.m.          

EFC VOTING MEMBER CEO MEETING (Voting Members Only)

 

12:00 p.m.                             

BREAK FOR HILL VISITS OR TO COLLEGE SUCCESS COMMITTEE ROUNDTABLE / LUNCH ON YOUR OWN

 

1:00 p.m. – 5:10 p.m.            

COLLEGE SUCCESS COMMITTEE ROUNDTABLE

  

THURSDAY, SEPTEMBER 7, 2017

 

7:00 am – 4:00 pm      

REGISTRATION

 

7:00 am – 8:00 am      

BREAKFAST

 

8:00 am – 8:30 am        

CHAIR AND PRESIDENT WELCOME EFC UPDATE

 

Presenters:       

PATRICIA BEARD, Chief Executive Officer, South Texas Higher Education Authority, Inc. ∣ Chair, Education Finance Council

 

DEBRA J. CHROMY, Ed.D., President, Education Finance Council

 

8:30 am – 9:30 am

FEDERAL STUDENT AID A NEW ERA

Federal Student Aid (FSA) is under new leadership with A. Wayne Johnson at the helm as Chief Operating Officer. Dr. Johnson will share his vision for FSA, specifically for a federal student aid processing and servicing environment that will allow for more innovative approaches to the delivery of services and information to meet customer expectations and to improve how customers consume services and utilize different technology and media platforms. Dr. Johnson will discuss opportunities for EFC and its members to work with him to achieve his goals.

 

Introduction:      

DEBRA J. CHROMY, Ed.D., President, Education Finance Council

 

Presenter:        

A. WAYNE JOHNSON, Chief Operating Officer, Federal Student Aid, U.S. Department of Education

         

9:30 am – 10:00 am    

U.S. CONGRESSMAN TOM REED (R-NY)

United States House of Representatives Committee on Ways and Means

 

Introduction:      

THOMAS GRAF, Executive Director, Massachusetts Educational Financing Authority

 

10:00 am – 10:15 am    

BREAK

 

10:15 am – 10:45 am    

U.S. DEPARTMENT OF THE TREASURY | UPDATE

A Treasury Department official, with a broad range of experience with municipal finance including legislative, regulatory, and budgetary tax matters affecting municipal bonds, will examine the U.S. Treasury Department’s priorities as they relate to tax policy, private activity bonds, and municipal securities.

 

Presenter:        

JOHN J. CROSS III, Associate Tax Legislative Counsel, U.S. Department of the Treasury (Pending Approval)

 

10:45 am – 11:15 am

MEMBER OF CONGRESS INVITED

 

11:15 am – 12:15 pm    

U.S. ECONOMIC UPDATE: A DISCUSSION OF THE BACKDROP

In January 2017, the World Bank published a forecast of global growth with the caveat that the world economy will continue to face downside risks that include: “increased protectionism, heightened policy uncertainty, the possibility of financial market turbulence, and, over the longer run, weaker potential growth.” Mr. Porcelli, will discuss the U.S. economic backdrop in the context of the global economy, the outlook for U.S. interest rates and markets generally, and the potential impact of economic conditions on the education loan market.

 

Introduction:      

DAVID A. FEITZ, Executive Director of UHEAA, Utah Higher Education Assistance Authority

 

Presenter:        

TOM PORCELLI, Managing Director and Chief U.S. Economist, RBC Capital Markets

 

12:15 pm – 1:00 pm     

LUNCHEON

 

1:15 pm – 2:45 pm       

EDUCATION LOAN MARKET CHANGES & OPPORTUNITIES

The reauthorization of the Higher Education Act and tax reform may shake up the education loan market, including refinance programs. In addition to a review of current capital market conditions and recent financings, a panel of experts will discuss current and potential market opportunities for nonprofit and state-based organizations and factors that would come in to play when scoring and underwriting tuition and refinance loans. Rating agencies will provide an analysis of the historical performance data and factors that affect bond ratings, as well as providing a comparison of traditional securitizations and refinance securitizations and how rating agencies view them differently.

 

Moderator:       

MARK WEADICK, Managing Director, S L Capital Strategies LLC

 

Presenters:       

JOHN ANGLIM, Senior Director, Structured Finance Ratings, S & P Global Ratings

                       

JON RIBER, Senior Vice President, DBRS


JOSEPH SANTORO, Education Finance Team Leader, Bank of America Merrill Lynch

 

TIM WEBB, Vice President, First Southwest – A Division of Hilltop Securities

 

2:45 pm – 3:00 pm

BREAK

 

 

3:00 pm – 4:00 pm      

EXPERIENTIAL MESSAGING: UTILIZING DYNAMIC STORYTELLING

Experiential messaging is a powerful tool for disseminating your message. An industry expert will share current insights about how storytelling can help to illuminate complex issues and aid audience understanding.          

 

Introduction:      

STEPHANIE BUTLER, Executive Director, Alaska Commission on Postsecondary Education ∣ Executive Officer, Alaska Student Loan Corporation

 

Presenter:        

CATY BORUM CHATTOO, Director, Center for Media & Social Impact, Executive in Residence, School of Communication, American University

 

4:00 pm – 5:00 pm       

INNOVATIONS IN NON-TRADITIONAL HIGHER EDUCATION FINANCING

The “traditional” higher education experience is changing, as is the “traditional” student. Organizations are reimagining the higher education experience, pathways to employment, and student/parent financing strategies. This session will examine some of the provocative and innovative approaches to higher education financing, improving students’ return on investment (ROI), and ensuring that non-traditional populations are also provided a pathway from affordable education to employment.

 

Moderator:       

MARTIN AKGUC, Managing Director, Credit Suisse

 

Presenters:       

BRIAN GUNN, Managing Director, Sales & Client Services, MeasureOne, Inc.                                 

 

DANIEL PIANKO, Co-Founder & Managing Director, University Ventures                          

 

ZANDER RAFAEL, Chief Executive Officer, Climb Credit, Inc.                                            

 

KENNETH RUGGIERO, Chairman & CEO, Goal Structured Solutions

 

5:00 pm – 8:00 pm       

EFC RECEPTION AND DINNER

 

FRIDAY, SEPTEMBER 8, 2017

 

7:30 am – 10:00 pm    

REGISTRATION

 

7:30 am – 8:30 am      

BREAKFAST

 

8:30 am – 9:00 am        

CONGRESSIONAL STAFF PANEL | TAX

House Ways and Means and Senate Finance Committee staff will discuss the future of tax reform and key proposals under consideration.

 

Presenters:       

BOBBY ANDRES, Tax and Economic Policy Advisor, U.S. Senate Committee on Finance

 

AHARON FRIEDMAN, Senior Tax Counsel, U.S. House Committee on Ways and Means (Pending Approval)

 

ADDITIONAL PANELISTS TO BE ANNOUNCED

 

9:00 am – 9:45 am        

CONGRESSIONAL STAFF PANEL | EDUCATION

A bipartisan, bicameral panel of Congressional education committee staff will provide an overview of the status of the reauthorization of the Higher Education Act as well as key proposals being considered.

 

Moderator:       

DEBRA J. CHROMY, Ed.D., President, Education Finance Council

 

Presenters:       

BRYCE McKIBBEN, Senior Policy Advisor, U.S. Senate Committee on Health, Education, Labor, and Pensions

 

BOB MORAN, Education Policy Director, U.S. Senate Committee on Health, Education, Labor, and Pensions (Pending Approval)

 

ALEX RICCI, Professional Staff Member, U.S. House Committee on Education and the Workforce

 

ADDITIONAL PANELISTS TO BE ANNOUNCED

 

9:45 am – 10:00 am      

BREAK

 

10:00 am – 11:00 am    

CYBERSECURITY | RISK MANAGEMENT AS AN ONGOING PROCESS

Cybersecurity can no longer be approached as a finite problem that can be mitigated. The proliferation of corporate cybersecurity breaches and ransomware attacks is confirmation that cybersecurity is an ongoing process whose risk must be managed. The question is not if, but when a firm will be attacked. Privacy and data security experts will discuss incident response when a breach occurs from the perspective of legal counsel. The discussion will also touch upon regulatory changes and litigation trends.

 

Moderator:       

TRICIA A. DUBROC, Vice President, Student Loans & Administration, Louisiana Education Loan Authority-Louisiana Public Facilities Authority (Lela-LPFA)

                                   

Presenters:       

ERIK C. HARSSEMA, CISSP, Director, KPMG Cyber, KPMG LLP

 

EDWARD J McANDREW, Partner, Ballard Spahr, LLP

 

11:00 am – 12:00 pm    

WASHINGTON UPDATE

EFC President Debra Chromy and EFC’s government affairs consultants will provide a Washington update and will discuss how events, initiatives, and proposals may impact EFC members and EFC’s strategic priorities and initiatives.

 

Presenters:       

DEBRA J. CHROMY, Ed.D., President, Education Finance Council

 

LEE FOLEY, Managing Partner, Capitol Hill Partners

 

OZZIE PALOMO, Principal, Public Sphere

 

12:00 pm                     

ADJOURN