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2018 Annual Membership Meeting
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2018 Annual Membership Meeting

The EFC Annual Membership Meeting is EFC’s 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, new and innovative approaches to higher education financing, regulatory issues, pertinent legislation, and relevant higher education issues. The meeting also offers valuable networking opportunities.

 Export to Your Calendar 3/8/2018 to 3/9/2018
When: Thursday, March 8, 2018
7:30 AM
Where: Map this event »
Marriott Eilan Hotel
18603 La Cantera Terrace
San Antonio, Texas  78256
United States
Contact: Gail daMota
(202) 955-5510


Online registration is available until: 3/2/2018
« 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

RESERVATIONS

Hotel room reservations should be made directly with Marriott Eilan Hotel online by using this link “EFC Annual Membership Meeting Reservations.” You may also call the Marriott Eilan Hotel at (210) 598-2900 and 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, currently 16.75% occupancy, and 8.25% State. Room rates will be in effect from March 2, 2018 through March 13, 2018 with rooms outside the room block subject to availability.

Hotel services and amenities per room include complimentary guest room Wi-Fi and complimentary access to the fitness center and spa. Attendees will not be responsible for any payment of any Hotel or resort fees, or other types of fees, surcharges or guestroom add-ons.

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.  Check-in time is 3:00 pm. Check-out time is 11:00 am.

You MUST make your reservations on or before February 5, 2018 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 5, 2018 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 5, 2018.

EFC Member Conference Fees

Registration received on or before February 5, 2018 -- $   965.00

Registration received after February 5, 2018 -- $1,165.00

Non-Member Conference Fees

Registration received on or before February 5, 2018 -- $1,305.00

Registration received after February 5, 2018 -- $1,505.00

When registering, 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, 440 First Street NW, Suite 560, Washington, DC 20001. (Please Note: Your organization’s EFC membership dues for 2018 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 5, 2018. Requests made after February 5, 2018 and on or before February 28, 2018 will receive a 50 percent refund; any requests made after February 28, 2018 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 - (Preliminary & Subject to Change)

Pre-Conference Events

Tuesday, March 6, 2018

9:00 a.m. – 5:00 p.m.                    

2017 EFC CXO Summit*

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

 

Wednesday, March 7, 2018

2:00 p.m. – 3:00 p.m.                    

EFC Board of Directors Meeting (Open to All)

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 (Executive Session – New Board Only)

 

2018 EFC ANNUAL MEMBERSHIP MEETING

Tentative Schedule — Subject to Change

Thursday, March 8, 2018

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 pm.                     

EFC Hosted Reception

6:00 p.m. – 8:00 p.m.                   

EFC Hosted Dinner

 

Friday, March 9, 2018

7:30 a.m. – 11:00 a.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