Education Finance Conference

The Education Finance Conference (EFC2) offers insight from industry experts and will provide timely and in-depth information on key issues and new developments impacting higher education financing. EFC2 is strategically located in the Washington, D.C. area and attracts key members of Congress, Administration officials, higher education associations, think tanks, and other industry stakeholders.
Event Contact: Meghan Lustig
More Information Coming This Summer
When: September 19, 2024 - September 20, 2024
Where: The Alexandrian Old Town, 480 King Street, Alexandria, VA
Check back soon for hotel information.
Please Note: Draft Schedule is Subject to Change

Thursday, March 21, 2024

7:30am - 8:30am

Welcome Remarks
8:30am - 8:45am

Supporting the Success of Today's Learners
8:45am - 9:45am

College students today are more diverse than any previous generation by age, race, and income level. Most have competing priorities, such as work and family responsibilities beyond the classroom, and they may or may not attend classes on a campus. This session will help leaders understand this generation of learners and the role of nonprofits in helping them overcome the challenges and barriers they face.

Coffee Break (Sponsored by BofA Securities, Inc.)
9:45am - 10:00am

Innovative Credit Marketing Strategies to Boost ROI
10:00am - 11:00am

Advances in data collection are driving big changes in the way individuals interact with brands, making personalization and connection an increasingly important part of the customer experience. Credit bureaus offer several solutions to boost marketing ROI through improved targeting, addressability, and engagement. This session will feature panelists from those working at the forefront of innovation to share information about how they have helped partners optimize marketing efforts, including direct mailing campaigns, and improve customer experience.

All Politics is Local: Changing the Narrative with Effective Storytelling and Local Media Relations
11:00am - 12:00pm

Effective storytelling can help nonprofits gain credibility and brand awareness, but it requires a keen understanding of what messages resonate in your community and how to communicate them. This session will help nonprofit leaders understand how to frame success stories and have more successful engagements with state and local media. Panelists will discuss ideas for nurturing connections with reporters to build support and recognition for the good work you are doing and change the conversation about higher education finance.

12:00pm - 1:00pm

Keynote Address: Dr. Wallace E. Boston
1:00pm - 2:00pm

After more than two decades guiding universities, colleges, and students toward success, Dr. Wally Boston is on a mission to make higher education more affordable and accessible to all learners. Driven by a passion for lifelong learning, he shares his observations and reflections about the future of higher education and workforce development, offering unique insights into the ways that technology – including artificial intelligence - can be harnessed to enable access and improve outcomes.

Economic Outlook: Sticking the Landing
2:00pm - 2:45pm

In 2023, the economy defied almost everyone’s expectations - the recession many expected never arrived and disinflation continued throughout the year, despite better-than-expected activity. The path to a soft landing is looking increasingly likely, but risks remain on both sides. The Fed will have to balance these risks to achieve a soft landing. This session will cover whether or not the Fed can pull it off.

Networking Snack Break (Sponsored by MOHELA)
2:45pm - 3:15pm

Education Loan Capital Markets Update
3:15pm - 4:15pm

After well over a decade of historically low interest rates and limited interest rate volatility, today’s higher interest rates and increased volatility present opportunities and potential pitfalls as issuers originate and finance their student loan products (short-term and permanently) in a rate environment that few have ever experienced. Today’s Capital Markets Panel will discuss hedging strategies to reduce interest rate risk for both their student loan portfolios and their financing instruments. The panel will also update EFC members and affiliates on current FFELP loan financing techniques and provide a recap of the past year’s issuance of student loan bonds.

What Will it Really Take to Reduce Student Debt? Helping Students and Families Borrow Less
4:15pm - 5:15pm

EFC members are committed to helping students and families borrow less through increased awareness of and access to college savings plans and financial aid. Reducing student debt, particularly for students from low-income backgrounds, begins with understanding the barriers that families face when it comes to saving for college, filling out the FAFSA, and acquiring financial aid. In this session, panelists will discuss these challenges – including the impact of the Better FAFSA rollout - and highlight innovative initiatives aimed at boosting savings and FAFSA completion rates to reduce borrowing.

Networking Reception
5:30pm - 6:30pm

EFC Hosted Dinner

Friday, March 22, 2024


8:00am - 9:00am

9:00am - 10:00am

Back by popular demand, join us for Jeopardy! A panel of EFC members will have their knowledge and expertise tested on higher education and several other categories. Come and root for your colleagues in this competitive quiz!

Guidelines for the Ethical Use of AI
10:00am - 10:45am

The introduction of ChatGPT by OpenAI in November 2022 made generative AI tools widely available for the first time. These technologies promise to transform the way we work and enhance productivity, yet their capabilities and limitations present potential issues. In this session, experts will discuss the ethical and security concerns related to the use of generative AI and the need for usage guidelines that ensure employees automate tasks responsibly.

Coffee Break (Sponsored by Yrefy)

10:45am - 11:00am

Lessons Learned: Managing Compliance in 2024 and Beyond
11:00am - 12:00pm

The growing number of state regulations and licensing/certification requirements for the origination and servicing of private education loans continues to be a challenge for many state-based and nonprofit providers. In this session, attendees will hear from colleagues about how they have approached the challenges they faced in the past year and look ahead to the upcoming year. Panelists will also discuss the ways that states are coordinating on both enacting new laws and regulations and enforcing existing rules.

Thank You and Conference Wrap Up

Platinum Sponsors
Gold Sponsors
Silver Sponsors
When: September 18, 2024
Where: The Alexandrian Old Town, 480 King Street, Alexandria, VA

The EFC CXO Summit is a unique opportunity to streamline the sales process into a one-day event where vendors meet face-to-face with executive decision makers who are interested in their products and services. The CXO Summit brings vendors multiple qualified leads and gives them direct, exclusive access to EFC Member executives who are committed to participating in the CXO Summit.

The 2024 CXO Summit is being held in conjunction with EFC Education Finance Conference and in the same hotel. However, the CXO Summit is a separate event that requires a separate registration and a separate registration fee.

Meeting Registration Cancellation, Refund, Complaint Policy

All registration cancellation requests must be made in writing (e-mail is acceptable) to Meghan Lustig at Full refunds will be provided for cancellation requests made on or before August 26. 2024. Requests made after August 26, 2024, but before September 11, 2024, will receive a 50 percent refund, and requests made after September 11, 2024 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 Meghan Lustig at EFC at (202) 552-8502 or via e-mail at