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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
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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

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 7, 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 7, 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 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

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. 



  • 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:



Wednesday, September 6, 2017
7:30 a.m. – 12:00 p.m.  


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.            


9:15 a.m. – 12:00 p.m.          
EFC Voting Member CEO Meeting (Voting Members Only)


12:00 p.m.                             
Break for Hill Visits / Lunch on Your Own


1:00 p.m. – 5:00 p.m.            
College Success Committee Roundtable Convening

Thursday, September 7, 2017

8:00 a.m. – 9:30 a.m.            


8:00 a.m. – 4:00 p.m.            


9:00 a.m. – 12:00 p.m.          
Meeting Sessions


12:00 p.m. – 1:15 p.m.          


1:30 p.m. – 5:00 p.m.          
Meeting Session


5:00 p.m. – 9:00 p.m.          
EFC Reception - Dinner on Your Own

Friday, September 8, 2017 

8:00 a.m. – 9:30 a.m.             


8:00 a.m. – 11:00 a.m.          


9:00 a.m. – 12:00 p.m.          
Meeting Sessions


12:00 p.m.