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2017 EFC Annual Membership Meeting
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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: Andaz San Diego
600 F St
San Diego, California  92101
United States
Contact: Gail daMota
(202) 955-5510


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

 

PRE-ANNUAL MEETING EVENT SCHEDULE

25TH ANNUAL MEMBERSHIP MEETING AGENDA - February 10, 2017

ALTERNATIVE HOTEL OPTIONS

SPONSORSHIP INFORMATION

NEW YORK TIMES: 36 HOURS IN SAN DIEGO

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

For a list of alternative hotel options, please click HERE.

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 13, 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 13, 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 13, 2017. The early bird registration rate for EFC members is $965, and for non-members is $1,305. After February 13, 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 13, 2017. Requests made after February 13, 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-ANNUAL MEMBERSHIP MEETING - SCHEDULE OF EVENTS

25TH ANNUAL MEMBERSHIP MEETING AGENDA - February 10, 2017

SPONSORSHIP INFORMATION


PRE-ANNUAL MEMBERSHIP MEETING — TENTATIVE SCHEDULE OF EVENTS

TUESDAY, MARCH 7, 2017

1:00 p.m. – 1:45 p.m.

BOARD OF DIRECTORS MEETING — Executive Session
The final meeting of the 2016/2017 Board of Directors


1:45 p.m. – 2:15 p.m.
BOARD OF DIRECTORS MEETING — Open Session
The final meeting of the 2016/2017 Board of Directors


2:30 p.m. – 4:30 p.m.
CEO MEETING — Voting Members Only


4:30 p.m. – 6:00 p.m.
ALTERNATIVE EDUCATION LOAN ROUNDTABLE — EFC Members Only

 

 

WEDNESDAY, MARCH 8, 2017

8:30 a.m. – 9:45 a.m.
BOARD OF DIRECTORS MEETING — Executive Session
The first meeting of the new 2017/2018 Board of Directors and the election of Board officers


10:00 a.m. – 4:00 p.m.
EFC 2017 CXO SUMMIT
The EFC 2017 CXO Summit is a unique opportunity for vendors to streamline the sales process into a one-day event and meet with EFC Voting Member executive decision makers who have a confirmed interest in your products and services. Each private, one-on-one meeting will be 30 minutes, with a 10-minute break between meetings to transition. This event is only open to scheduled participants. For more information, please contact Barbara Reichart at barbarar@efc.org.


 

25th ANNUAL EFC MEMBERSHIP MEETING  AGENDA - February 9, 2017

THURSDAY, MARCH 9, 2017

7:00 a.m. – 4:00 p.m.
Studio Foyer
Registration


7:00 a.m. – 8:00 a.m.
West Roof
Breakfast Buffet
(Sponsored by Edfinancial Services & FirstSouthwest | A Division of Hilltop Securities)


All Sessions Will Be Held In The Studio


8:15 a.m. – 8:30 a.m.
Welcome and Opening Remarks | Board Election Results

                                                           

PANELISTS
Patricia Beard, Chief Executive Officer, South Texas Higher Education Authority, Inc.; Chair, Education Finance Council Board of Directors

Debra J. Chromy, Ed.D., President, Education Finance Council


       

8:30 a.m. – 9:15 a.m.         
Circle of Higher Education Funding — A View from EFC Founders
In 1992, an insightful group of men and women came together and founded the Education Finance Council, Inc. Some of EFC’s key objectives at that time were: to expand access to educational opportunity; ensure availability of funding for education loans; encourage new programs and operations; encourage the expanded use of tax-exempt funding of education loan programs; and to explore other changes that could lead to improved borrower service and expansion of access to educational opportunity. Twenty-five years later, EFC continues to focus on nonprofit and state-based organizations with these same objectives in the forefront. This panel, featuring some of EFC’s most influential founding fathers, will share their perspective of how higher education financing has evolved over the past 25 years and what their crystal balls predict for the future.


PANELISTS
D
. Grant Carwile, Executive Vice President, South Carolina Student Loan Corporation           

William D. Hansen, President & Chief Executive Officer, USA Funds

Tony Hollin, Chairman & Chief Executive Officer, Edfinancial Services                                               

Mark Weadick, Managing Director, S L Capital Strategies LLC


9:15 a.m. – 10:00 a.m.       
Payce — A Different Kind of Reward Program
Payce is a socially responsible card-linked reward program designed to help consumers automatically pay education expenses and student loans using rewards earned for every day consumption from sponsoring partners. Learn about the unique characteristics of this program, how it was conceived, how it is structured to the benefit of students, and how EFC members can participate. In addition, panelists will provide insight into the card-linked reward industry, perspectives on how the program will impact the industry, and experience from an early adopter.


MODERATOR
Joseph V. Wood, President & Chief Executive Officer, INvestEd


PANELISTS      
S
teve Dessner, Managing Director, Payce | President, Unifund

Jonathan Silver, Founder & Chief Executive Officer, Affinity Solutions


10:00 a.m. – 10:15 a.m.
Studio Foyer
Coffee Break


10:15 a.m. – 11:15 a.m.
Risk Management: Forecasting, Evaluating, & Mitigating
Risk management is an integral part of an organization’s business plan and the process of identifying, forecasting, and evaluating risks is just the first step. It must be followed with a coordinated effort to mitigate and control the probability and/or impact of the risk factors. This session will examine areas where risk management is key to your success, such as: identification of your target market; development of pricing models for loan products; expectations of legislators; informational versus marketing communications; and regulatory compliance. 


MODERATOR
Elena Lubimtsev, Senior Vice President, Government Relations Officer, Edfinancial Services


PANELISTS
Darlene Dimitrijevs, CPA, Principal, Education Solution Partners, LLC

Kevin Moehn, Corporate Development, ReliaMax

Steve Winnie, President/Chief Operating Officer, CampusDoor Holdings Inc.


11:15 a.m. – 12:15 p.m.  
Opportunities in the 2017 Budget Process for Higher Education Financing
It is expected that the Trump Administration and the 115th Congress will utilize the budget reconciliation process early in 2017 to undue polices put in place by the Obama Administration. The budget reconciliation process also creates an opportunity for higher education financing issues to be addressed. The Bipartisan Policy Center Project on Higher Education Finance and Student Outcomes has completed phase one of its research project to analyze higher education cost drivers, the budgetary effects of the current system, and existing outcomes-based policy initiatives. This session will discuss both the research findings and the potential opportunities in the 2017 budget process to introduce new models for financing higher education.


MODERATOR
Erin Klarer, Vice President, Government Relations, Kentucky Higher Education Student Loan Corporation


PANELISTS 
G. William Hoagland, Senior Vice President, Bipartisan Policy Center

Lee Foley, Founder & Managing Principal, Capitol Hill Partners


12:15 p.m. – 1:15 p.m.
West Roof
Luncheon


1:30 p.m. – 2:30 p.m.
Strategic Communications: Safeguarding Your Good Reputation
Social media, class actions, public complaint systems, traditional press, and government agencies can all contribute to a viral decimation of your organization’s good name and reputation, regardless of the merit or accuracy of the claims against you. A leader in the field of strategic communications will discuss how a company should proactively prepare to get ahead of a story and effectively manage negative and damaging reports and claims.


INTRODUCTION
Debra J. Chromy, Ed.D., President, Education Finance Council


PRESENTER
David Tamasi, Managing Director, Rasky Partners, Inc.


2:30 p.m. – 3:30 p.m.
Is A College Degree Valuable and Affordable? Choose Wisely
The New York Federal Reserve Bank’s 2016 Household Debt and Credit Report Quarter 3 revealed that student loan debt has reached a startling $1.279 trillion, of which 11 percent was 90+ days delinquent more than any other type of consumer debt. There is a proliferation of press regarding individuals “buried” in student debt, begging the question, “Is College Worth It?” Higher education decisions and influencing factors are different for all prospective students. This session will discuss examine factors to determine the ROI of a higher education and how consumers can use this analysis to select the right college, field of study, and “appropriate” amount of debt.


MODERATOR
Noel F. Simpson, CPA, Deputy Director & Chief Financial Officer, Rhode Island Student Loan Authority


PANELISTS
Sandy Baum, Senior Fellow, Income and Benefits Policy Center, Urban Institute

John A. Hupalo, Founder & Chief Executive Officer, Invite Education, LLC


3:30 p.m. – 3:45 p.m.
Studio Foyer
BREAK


3:45 p.m. – 4:45 p.m.
Capital Markets Update
2017 begins with a new President and a new Congress, creating a political landscape sure to impact capital markets. This session will examine the current state of the capital markets and the national and global influencing factors that are impacting them. Panelists will discuss how these factors are affecting and may affect debt structures in the private education loan market.


MODERATOR
Tim Webb, Vice President, FirstSouthwest | A Division of Hilltop Securities


PANELISTS
Patrick Belica, Managing Director, S L Capital Strategies LLC

Mark McGruder, Managing Director & Head of Municipal Underwriting and Trading, Hilltop Securities, Inc.

William Veronda, Director, Bank of America Merrill Lynch

Jeff Wagner, Managing Director, RBC Capital Markets


5:00 p.m. – 6:30 p.m.
West Roof   
EFC Reception - (Sponsored by MOHELA)


6:30 p.m. – 8:30 p.m.
West Roof
EFC Dinner

 

 

FRIDAY, MARCH 10, 2017

7:00 a.m. – 11:00 a.m.
Studio Foyer
Registration


7:00 a.m. – 8:00 a.m.
West Roof 
Breakfast Buffet


All Sessions Will Be Held In The Studio


8:00 a.m. – 9:00 a.m.
Jeopardy!
To celebrate EFC’s 25th Annual Membership Meeting, and by popular demand, we are bringing back one of EFC’s most enjoyed sessions, “Jeopardy!” Four teams of experts will have their knowledge tested on education loan history, current events, music, pop culture, and the world of millennials!


HOST
Bill Wozniak, Director of Marketing, INvestEd


TEAM 1
Elena Lubimtsev, Senior Vice President, Government Relations Officer, Edfinancial Services

Noel F. Simpson, CPA, Deputy Director & Chief Financial Officer, Rhode Island Student Loan Authority


TEAM 2
Anne M. Gish, Attorney, Kutak Rock LLP

David S. Schwanke, CPA, Deputy Executive Director, Utah Higher Education Assistance Authority


TEAM 3
Erin Klarer, Vice President, Government Relations, Kentucky Higher Education Student Loan Corporation

Ken Ruggiero, Chairman & Chief Executive Officer, Goal Structured Solutions


TEAM 4
Michael O’Grady, DC-Staff, MOHELA

Caylee Noggle, Executive Vice President | Chief Operating and Financial Officer, Georgia Student Finance Commission


9:00 a.m. – 9:15 a.m.
Studio Foyer
BREAK


9:15 a.m. – 10:15 a.m.
Higher Education Financing — A Global Perspective
Too often, the discussion of higher education financing circles around the historical Federal Family Education Loan Program and the current Federal Direct Loan Program. This session will expand the discussion beyond our borders to examine financing models used in other countries and how they might apply to future U.S. programs.


INTRODUCTION
T
ricia A. Dubroc, Vice President, Student Loans & Administration, Louisiana Education Loan Authority


PRESENTER
Donald E. Heller, Provost and Vice President of Academic Affairs, University of San Francisco


10:15 a.m. – 11:15 a.m.
115th Congress What to Expect in 2017
The composition of the 115th Congress, the leadership of key Congressional Committees, and the new President have the potential to significantly impact higher education and the tax-exempt municipal bond market. By March, some of the dust will have settled and we should have a better understanding of the agenda for this conference—this session will include a federal update of issues important to EFC member organizations and a discussion on the potential opportunities, including public-private partnership opportunities, that open under this new Congress and Administration.


PANELISTS
Debra J. Chromy, Ed.D., President, Education Finance Council

Lee Foley, Founder & Managing Principal, Capitol Hill Partners

Ozzie Palomo, Principal, Public Sphere


11:15 a.m. 
Adjournment