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2018 EFC Mid-Year Membership Meeting
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2018 EFC Mid-Year Membership Meeting

The EFC Mid-Year Membership Meeting, strategically held in Washington, DC, gathers the student loan industry’s most distinguished thought leaders, innovators, and policymakers to explore the ever-changing landscape of financing higher education and charting a path to college completion and success.

 Export to Your Calendar 9/6/2018 to 9/7/2018
When: Thursday, September 6, 2018
8:00 AM
Where: Map this event »
Washington Court Hotel on Capitol Hill
525 New Jersey Avenue NW
Washington, District of Columbia  20001
United States
Contact: Gail daMota
(202) 955-5510

Online registration is available until: 8/30/2018
« Go to Upcoming Event List  

September 6-7, 2018

Washington Court Hotel on Capitol Hill
525 New Jersey Avenue NW, Washington, DC 20001


PRELIMINARY AGENDA (Subject to Change) - June 18, 2018 

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 and how that role may be changing under the current administration
  • 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


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 Washington Court Hotel on Capitol Hill by utilizing this link, Education Finance Council Meeting, or by calling the hotel central reservations at 1-800-321-3010.  Please inform the reservation clerk that you are attending the Education Finance Council Mid-Year Membership Meeting to ensure the special room rate of $239.00 per night, plus applicable tax (14.5%) – in-room internet and access to fitness center is complimentary. You must make your reservation on or before August 6, 2018 to receive the special room rate. Once EFC’s room block is full, or after August 6, 2018, 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. EFC’s room block dates are September 4 through September 7, 2018; however, the EFC group rate will apply September 1 through and including September 10, 2018 with rooms outside the room block subject to availability.


Hotel room reservations may be canceled up to 72 hours prior to arrival without penalty. If complete cancellation of an individual reservation takes place within 72 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 4:00 p.m. Check-out time is 12:00 p.m. The Hotel shall arrange to check baggage on a complimentary basis for guests arriving before check-in for whom rooms are not available, and for guests attending functions on their day of departure.


Register Early

EFC reserves the right to deny registration to an organization whose business practices do not align with EFC's mission and/or guiding principles.


To receive a $200 early-bird registration discount you must register on or before August 6, 2018.


EFC Member Conference Fees

Registration received on or before August 6, 2018                       $   775.00

Registration received after August 6, 2018                                   $   975.00


Non-Member Conference Fees

Registration received on or before August 6, 2018                       $1,135.00

Registration received after August 6, 2018                                   $1,335.00


Please register via the EFC website (you must be logged into the EFC website using your user name and password to receive the EFC member registration rate). Online registration closes on August 29, 2018 – members wishing to register after August 29, 2018 must do so on-site. 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 2018 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 6, 2018. Requests made after August 6, 2018 but before August 31, 2018 will receive a 50 percent refund, and requests made after August 31, 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 Gail daMota at EFC at (202) 955-5510 or via e-mail 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 5, 2018


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





7:30 a.m. – 4:00 p.m.



7:30 a.m. – 8:30 a.m.

Breakfast Buffet


8:30 a.m. – 9:00 a.m.

Welcome Remarks



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


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


9:00 a.m. – 9:30 a.m.         

Member of Congress (invited)


9:30 a.m. – 10:15 a.m.       

Insight Into Federal Student Aid Priorities & Initiatives

A high-level official of the U.S. Department of Education Federal Student Aid will provide an overview of FSA’s current and future projects and initiatives.


10:15 a.m. – 10:30 a.m.



10:30 a.m. – 11:15 a.m.

Political Prognosticators 2018 Mid-Term Elections

The pending November mid-term elections have the potential to shift power in Congress. A panel of political pundits will share their insight on significant races and their predictions for the election outcomes and its impact on Congressional power, pending legislation, and the overall political landscape.


11:15 a.m. – 12:15 p.m.

A Mile-High Perspective

A highly respected economist will discuss the U.S. economic backdrop in the context of the global economy, the outlook for U.S. interest rates and markets generally, LIBOR, and the potential impact of economic conditions on the education loan market.


12:15 p.m. – 1:15p.m.       



1:30 p.m. – 2:30 p.m.

Capital Market Update

Panelists will review some recent market deals and trends and how they impact the education loan market and the outlook for future deals.


2:30 p.m. – 3:30 p.m.

Borrower Protection Preventing Student Loan Debt Relief Scams

There is a proliferation of unscrupulous student loan debt relief organizations that take advantage of unsuspecting borrowers with false promises of debt reduction or forgiveness in exchange for hefty upfront fees. This session will examine how these organizations operate, the devastating affects their actions have on borrowers, and what the federal government, states, and education loan servicers are doing to educate and protect borrowers.


3:30 p.m. – 3:45 p.m.



3:45 p.m. – 4:45 p.m.

The Psychology of Money Influences in Higher Education Investment

A panel of experts will share research findings that indicate how a variety of factors influence how borrowers think before investing in a higher education, and how technology is affecting borrowers’ ability to manage debt. The session will also examine how technological innovations in lending influence borrower levels of financial literacy and borrowing trends.





7:30 a.m. – 10:00 a.m.       



7:30 a.m. – 8:30 a.m.

Breakfast Buffet


8:30 a.m. – 8:45 a.m.

Guiding Your Organization Through Change

The higher education finance industry is under constant change and organizations are striving to find new products and services to fund and fulfill their public purpose missions. Mergers, acquisitions, leadership changes are all part of the landscape. This session will examine how leadership can help prepare and guide their organizations and boards through uncertainty and pivotal points of change.


8:45 a.m. – 9:30 a.m.

Research What Does It Reveal for the Development of New Collection Models

Research and technology is guiding the development of innovative new collection models. This session will examine how research and other factors are used to develop new collection models and their effectiveness.


9:30 a.m. – 10:15 a.m.       

Congressional Staff Panel

A bipartisan, bicameral panel of Congressional education committee staff will provide an overview of the status of the reauthorization of the Higher Education Act as well as key proposals being considered.


10:15 a.m. – 10:30 a.m.



10:30 a.m. – 11:30 a.m.

Trends & Innovations in Higher Education and its Financing

The needs of the workforce are changing resulting in changes in higher education marketplace. The traditional four-year model is not for everyone and the marketplace is calling for more vocational and technical experts. As the workplace ages and technology advances, more individuals require retraining or face a career change. Nontraditional programs are growing. This session will look at pathways that lead from high school to postsecondary education - new models of higher education programs and their financing - into the workplace.


11:30 a.m. – 12:00 p.m.

Federal Update & Conference Wrap-Up  

EFC President Debra Chromy and EFC’s government affairs consultants will provide a Washington update and will discuss how events, initiatives, and proposals may impact EFC members and EFC’s strategic priorities and initiatives.



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


Lee Foley, Managing Partner, Capitol Hill Partners


Ozzie Palomo, Managing Director, Chartwell Strategy Group


12:00 p.m.