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2019 Annual Membership Meeting
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2019 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 3/14/2019 to 3/15/2019
When: Thursday, March 14, 2019
7:30 AM
Where: Map this event »
Hotel Republic San Diego (formerly Renaissance San Diego Hotel)
421 West B Street
San Diego, California  92101
United States
Contact: Gail daMota
(202) 955-5510

Online registration is available until: 3/5/2019
« Go to Upcoming Event List  


March 14-15, 2019

Hotel Republic 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
  • Gain perspective on the Congressional agenda — identify pending legislation that affects postsecondary education financing 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



Hotel room reservations should be made directly with Hotel Republic San Diego online by using this link “EFC Annual Membership Meeting Reservations.” You may also call the Hotel Republic at (888) 797-1884 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 $217.00 per night, plus applicable state and local taxes, currently 12.75%. Room rates will be in effect from March 8, 2019 through March 19, 2019 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.


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 12:00 pm. Guests arriving prior to the Hotel check-in time shall be accommodated as rooms become available. The Hotel shall accommodate late check-outs subject only to availability.


You MUST make your reservations on or before February 11, 2019 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 11, 2019 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 11, 2019.


EFC Member Conference Fees

Registration received on or before February 11, 2019 -- $ 980.00

Registration received after February 11, 2019 -- $1,180.00


Non-Member Conference Fees

Registration received on or before February 11, 2019 -- $1,320.00

Registration received after February 11, 2019 -- $1,520.00


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 2019 must be current to receive the member rate)


Cancellation, Refund & Complain 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 18, 2019. Requests made after February 18, 2019 and on or before March 4, 2019 will receive a 50 percent refund; any requests made after March 4, 2019 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


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:  


March 14-15, 2019 | Hotel Republic | San Diego, California

Tuesday, March 12, 2019

4:00 p.m. – 6:00 p.m.                    

EFC Board of Directors Meeting (Executive Session) Tentative


Wednesday, March 13, 2019

7:00 a.m. – 9:00 a.m.

EFC Board of Directors Meeting & Breakfast (Open to All)


9:00 a.m. – 12 p.m.

EFC CEO Meeting (EFC Voting Members Only)


12:00 p.m. – 1:00 p.m.

EFC Board of Directors Meeting (Executive Session – New Board Only)


1:30 p.m. – 6:00 p.m.

2019 EFC CXO Summit*

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



Tentative Schedule — Subject to Change
DRAFT AGENDA - A/O January 22, 2019


Thursday, March 14, 2019


7:30 a.m. – 4:00 p.m.



7:30 a.m. – 8:30 a.m.



8:30 a.m. – 9:00 a.m.

Welcome & EFC Update

EFC’s Board Chair and President will welcome you to the 2019 Annual Membership Meeting, provide an update on EFC activities, and announce the new 2019/2020 Board of Directors and executive committee.



Patricia Beard, Chief Executive Officer, South Texas Higher Education Authority, Inc. Chair, Education Finance Council


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


9:00 a.m. – 10:00 a.m.         

Revolution of Education Loan and Refinance Programs

The education loan industry has undergone tremendous transformation in both products offered and the way in which they are accessed. Fintech organizations and online loan shopping tools have opened new roads and pathways for borrowers to obtain education finance. This session will highlight some innovative programs and delivery tools, as well as the opportunities and risks to borrowers and market participants.



Charles Kelley, Executive Director, Rhode Island Student Loan Authority



Erin Jane Illman, Partner, Bradley Arant Boult Cummings LLP


Additional Panelists to be Announced


10:00 a.m. – 10:15 a.m.



10:15 a.m. – 11:15 a.m.

Trends and Strategies for the Management of Education Loan Portfolios

Successfully managing an education loan portfolio for private and/or legacy FFELP portfolios is vitally important to assisting borrowers in repayment and an organization’s overall health. A panel of experts will discuss trends and successful strategies for default prevention, predictive modelling tools, resource allocation, and the value-add of EFC member collaboration.



Greg O’Coyne, Director of Finance, Midwestern University



Jared Teslow, Director, Head of Consulting, Data Science and Data, MeasureOne


Ken Ruggiero, Chairman & CEO, Goal Structured Solutions


Additional Panelists to be Announced


11:15 a.m. – 12:15 p.m.

Capital Markets Session

A panel of experts from the investment banking, municipal advisor, and rating agency fields will provide an overview of the capital markets, with an emphasis on higher education lending programs.


12:15 p.m. – 1:15 p.m.



1:30 p.m. – 2:30 p.m.

Keynote Speaker


2:30 p.m. – 3:30 p.m.

Grants & Social Bonds | Opportunities for Funding

Traditional grants and social bonds provide opportunities for nonprofit and state-based organizations and foundations to obtain financing for projects and programs. Social bonds, also known as pay-for-success financing, raise funds for new and existing projects with positive social outcomes. This session will examine opportunities available, under both traditional grants, how to identify the opportunities, what grant makers and investors are looking for, and how to obtain them.


3:30 p.m. – 4:30 p.m.

LIBOR Elimination | What Now?

The London Interbank Offered Rate (LIBOR), the interest rate tied to millions of dollars in student loans, will be eliminated by the end of 2021. A panel of experts will discuss the impact of the LIBOR elimination on existing student loan bonds and SAP on the legacy FFELP portfolio, alternative reference rates, implementation guidelines, loan documentation/amendments, and strategies for transitioning to a new rate.


4:30 p.m. – 6:00 p.m.

EFC Reception


6:00 p.m. – 8:00 p.m.

EFC Dinner



Friday, March 15, 2019


8:00 a.m. – 10:00 a.m.         



8:00 a.m. – 9:00 a.m.

Breakfast Buffet


9:00 a.m. – 10:00 a.m.

Pathways to the Workforce | Changing Perspectives on Postsecondary Education

The education to employment pathway has evolved and with the growing cost of a postsecondary education, consumer perspectives continue to shift. This session will examine the changing perspective on postsecondary education, its value and ways to pay for it, and education as a successful pathway into the workforce.



Michelle R. Weise, Ph.D., SVP, Workforce Strategies | Strada Education Network Chief Innovation Officer | Strada Institute for the Future of Work


Additional Panelists to be Announced


10:00 a.m. – 11:00 a.m.

Federal and Regulatory Influences on the Future of Higher Education

2019 may be a year of change for higher education. Democrats rule the House of Representatives and the Republicans have an increased majority in the Senate. The CFPB is under new leadership and the Department of Education/Federal Student Aid has seen significant staff turnover. This session will examine what is happening on Capitol Hill, particularly as it relates to the reauthorization of the Higher Education Act, and new and potential developments with bankruptcy and TCPA.


11:00 a.m. – 11:15 a.m.



11:15 a.m. – 12:00 p.m.

Marketing Trends and Strategies

Panelists will examine cost-effective and innovative ways organizations can market their products and services to increase their market share. Marketing strategies, ways to maximize your website, and how to drive more traffic to your website will also be discussed.


12:00 p.m.