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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 Eilan Hotel is sold out - below is a list of alternative hotels, the top four provide a free shuttle service to the Eilan

ALTERNATIVE HOTELS

AGENDA (Subject to Change) - February 23, 2018

PRE-CONFERENCE EVENT SCHEDULE - January 31, 2018

SPONSORSHIP OPPORTUNITIES

 

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.

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

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 - March 6 & 7, 2018

TUESDAY, MARCH 6, 2018

10:00 a.m. – 4:00 p.m.
CXO SUMMIT

 

4:30 p.m. – 6:00 p.m.
EFC Board of Directors Meeting Executive Session
(Final Meeting of 2017/2018 Board)

 

WEDNESDAY, MARCH 7, 2018

7:30 a.m.
EFC Board of Directors Breakfast Executive Session

 

8:00 a.m. – 9:00 a.m.
EFC Board of Directors Meeting Executive Session
(First Meeting of 2018/2019 Board)

 

9:00 a.m. – 9:30 a.m.
EFC Board of Directors Meeting Open Session

 

9:30 a.m. – 12:00 p.m.
CEO Meeting Voting Members Only

 

12:00 p.m..
Adjourn

 

2018 EFC ANNUAL MEMBERSHIP MEETING


THURSDAY, MARCH 8, 2018

 

7:30 a.m. – 4:00 p.m.                 

REGISTRATION - Grand Foyer

 

7:30 a.m. – 8:30 a.m.                 

BREAKFAST BUFFET - Sala Promenade

 

All sessions will be held in the Incanto Ballroom

 

8:30 a.m. – 9:00 a.m.                 

EFC CHAIR & PRESIDENT WELCOME & EFC UPDATE

Announcement of New Board of Directors & Executive Committee; Recognition of Outgoing Board Members; Welcome New EFC Members

 

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.             

HELPING STUDENTS AND FAMILIES THE NFP MISSION

EFC Members strive to support students along every step of their path to college success — defined as choosing the best-fit school, borrowing appropriately, completing a degree or credential, maximizing their earning potential, and successfully repaying any education debt. Panelists will discuss how they provide the necessary tools and guidance to students and families in their communities to help them earn a postsecondary credential and leverage their education for a successful career.

              

Moderator:       

Rick Buckingham, Vice President, Corporate Development, Strada Education Network

 

Panelists:          

Tricia Dubroc, Vice President, Student Loans & Administration, Louisiana Education Loan Authority ∣ Louisiana Public Facilities Authority

 

Scott Giles, President & CEO, Vermont Student Assistance Corporation

              

Thomas M. Graf, Executive Director, Massachusetts Educational Financing Authority

 

10:00 a.m. – 11:00 a.m.           

STATE OVERSIGHT & REGULATION WHAT IT MEANS TO THE HIGHER EDUCATION LOAN MARKET

A growing number of states have implemented or are considering implementing oversight, regulation, and/or licensing of education loan providers and servicers — at times in conflict with federal regulation and at significant expense to market participants. This session will provide an overview of state legislative and regulatory actions, including state attorney general legal proceedings and their effect on the federal and private education loan markets.

 

Moderator:                      

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

 

Panelists:                         

Keith S. Anderson, Partner, Bradley Arant Boult Cummings LLP

  

Mark W. Brennan, Partner, Hogan Lovells US LLP

 

11:00 a.m. – 11:15 a.m.           

BREAK - Sponsored by RBC Capital Markets

 

11:15 a.m. – 12:15 p.m.           

REAUTHORIZATION OF THE HIGHER EDUCATION ACT

A PROMISE OF CHANGE

Pending legislation to reauthorize the Higher Education Act (HEA) promises to introduce sweeping changes across all facets of higher education. This session will analyze how the proposed changes will shape the future of higher education financing with regards to federal and private programs and student and borrower counseling, and will include an examination of the opportunities and threats for EFC Members.

 

Moderator:       

Greg O’Coyne, Director of Finance, Midwestern University

 

Panelists:          

Jason D. Delisle, Resident Fellow, American Enterprise Institute

 

Tamara Hiler, Senior Policy Advisor/Higher Education Campaign Manager, Third Way

 

Robert Kelchen, Ph.D., Assistant Professor of Higher Education, Department of Education Leadership Management and Policy, Seton Hall University

 

12:15 p.m. – 1:15 p.m.             

LUNCHEON - Sponsored by Strada Education Network - Sala Promenade

 

1:30 p.m. – 2:30 p.m.                

LAUNCHING NEW EDUCATION LOAN PROGRAMS

The passage of the tax reform legislation and several proposals for the reauthorization of the Higher Education Act may create new opportunities for EFC Members to develop and launch new not-for-profit education loan programs. This session will examine various market opportunities — in-school, refinance, graduate school, and niche loan markets. Panelists will discuss key elements of launching a new loan program, including determining available loan volume and how much you want to capture; pricing your products; and how to obtain market share.

 

Moderator:       

Tony W. Williams, Director, Arkansas Student Loan Authority

 

Panelists:          

Joe Bird, Senior Vice President of Business Development & Client Relations, Aspire Resources Inc.

 

Kevin Moehn, Corporate Development, ReliaMax

 

Randy Schmidt, Senior Vice President, Business Development, Goal Structured Solutions

 

Christian Widhalm, Senior Vice President, Sales and Marketing, LendKey Technologies, Inc.

 

2:30 p.m. – 3:30 p.m. 

EDUCATION LOAN FINANCE MARKET UPDATE

A panel of experts will share their views on the impact of tax reform on bonds backed by education and refinance loans, bank transactions, and residual notes. The discussion will include a review of the broader economy; a discussion on the tax-exempt and taxable market’s capacity to absorb additional volume if the federal loan program is scaled back; and an update on the sale of the United Kingdom’s government-held student loan portfolio.

 

Moderator:       

Joseph A. Santoro, Director & Team Leader, Bank of America Merrill Lynch

 

Panelists:          

Martin Akguc, Managing Director, Credit Suisse

 

John Anglim, Senior Director, S & P Global Ratings

 

D. Grant Carwile, Managing Director, S L Capital Strategies LLC

 

Michael A. Feist, Senior Vice President, Senior Municipal Credit Officer, Bank of America Merrill Lynch

 

3:30 p.m. – 3:45 p.m.                

BREAK - Sponsored by Edfinancial

 

3:45 p.m. – 5:00 p.m. 

ALTERNATIVE FINANCING THINKING OUTSIDE THE BOX

Panelists will examine alternative financing models including conduit financings, warehouse lines, and investment pools. The session will examine various underwriting techniques and technologies — including how rating agencies view them as well as legal considerations.

 

Moderator:       

Joseph V. Wood, President, INvestEd

 

Panelists:          

Anne M. Gish, Attorney, Kutak Rock LLP

 

Jon Riber, Senior Vice President, DBRS

 

Jeffrey J. Wagner, Managing Director, Head, Student Loan Finance Group, RBC Capital Markets

 

Tim Webb, Vice President, Hilltop Securities (formerly FirstSouthwest)

 

5:00 p.m. – 6:00 p.m.                

EFC RECEPTION - Sponsored by MOHELA - Palio Hall

 

6:00 p.m. – 8:00 p.m.                

EFC DINNER - Palio Hall

 

 

FRIDAY, MARCH 9, 2018

 

7:45 a.m. – 10:30 a.m.              

REGISTRATION - Grand Foyer

 

7:45 a.m. – 8:45 a.m.                 

BREAKFAST BUFFET - Sala Promenade

 

All sessions will be held in the Incanto Ballroom

 

8:45 a.m. – 9:45 a.m.                 

THE STATE OF EDUCATION LOAN SERVICING

Student loan servicing is not for the faint of heart. In addition to preserving traditional FFELP provisions and expectations on dwindling portfolios, servicers must now maneuver ever-changing environments, including FSA’s vision for the NextGen servicing environment. The approach is aimed at modernizing the technology and operational components which would impact Direct Loan servicing. In addition, it is an ever-shifting challenge to protect students and families from predatory practices. This session will examine all aspects of education loan servicing, including opportunities and threats, the impact on borrowers, the impact on nonprofit education loan servicers, and the increased risk to private loan servicers and providers.

 

Moderator:       

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

 

Panelists:          

René A. Drouin, President & Chief Executive Officer, New Hampshire Higher Education Assistance Foundation (NHHEAF) Network Organizations

 

Will Shaffner, Director Business Development & Government Relations, MOHELA

 

Phillip Wambsganss, Executive Director, North Texas Higher Education Authority, Inc. & Higher Education Servicing Corporation

 

9:45 a.m. – 10:45 a.m.              

HOW TO EFFECTIVELY MARKET YOUR ORGANIZATION’S PRODUCTS, SERVICES, & BRAND

Marketing your products, services, and brand is an expensive but critical investment. This session will explore how nonprofit and state-based organizations can get the most value for their marketing investments, including through the use of targeted digital marketing, the development of multi-channel, year-round marketing campaigns, and how to use these campaigns to effectively impact public policy and improve public perception of the higher education finance industry.  

 

Panelists:          

Megan Garrett, Corporate Communications and Media Relations Manager, Iowa Student Loan

 

Thomas M. Graf, Executive Director, Massachusetts Educational Financing Authority

 

Bill Wozniak, Vice President of Marketing, INvestEd

 

10:45 a.m. – 11:00 a.m.           

BREAK

 

11:00 a.m. – 12:00 p.m.           

FEDERAL UPDATE AND CONFERENCE WRAP

This session will provide an update on the happenings in Washington, DC and their effects on the education financing and counseling industry. Panelists will weave the update and information shared throughout the conference into EFC’s strategic goals and view of the future.

 

Panelists:                         

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

 

Oswaldo “Ozzie” J. Palomo, Managing Director, Chartwell Strategy Group

 

12:00 p.m.                                     

ADJOURN