The 9th Annual Education Finance & Loan Symposium

May 24 - 25, 2017

The Westin Alexandria (in Old Town, VA)

Washington D.C.

Conference Overview:

iiBIG’s 9th Annual Education Finance & Loan Symposium, will take place in Washington, DC on May 24-25, 2017. This event has become known as the only conference of its kind to attract a 360-degree cross-section of all the key players in the education finance/student loan industry. Over 150 attended last year’s event – and early indications are that this year’s conference – like the industry itself - will continue this upward trend.


CO-LOCATED EVENT - Bank-Fintech Partnerships - WILL SHARE VENUE
The Cloud Computing Association (iiBIG’s sister organization) will be presenting its inaugural Bank-Fintech Partnerships event on the same dates and in the same venue as this year’s Education Finance & Loan Symposium. Cloud-based financial technologies – FinTech – are playing a growing role in the education finance and student loan space. Attendees of both events will share a common exhibit hall, networking refreshment breaks, luncheon and evening reception. Session times, breaks, and luncheon for both events will be synchronized so attendees of either event may attend sessions in the other at no additional cost. See: Bank-Fintech Partnerships for more information about this new co-located event.

What Will Be Covered:

The 9th Annual Education Finance & Loan Symposium will feature over 40 expert speakers and presenters – from both the private and the public sector – along with other key industry participants in the education finance and student loan markets. Interactive, roundtable presentations and discussion will focus on topics such as:

Event Details
What: Education Finance & Loan Symposium
Why: Growth Through Learning: The future of Investing & Servicing Student Loans in a Rapidly Evolving Industry
Where: The Westin Alexandria (in Old Town, VA), Washington D.C.
  • State of the Education Finance and Lending Industry in 2017
  • Point/Counterpoint: A Pro/Con Debate on the role the Federal Government should play in the origination, servicing and collection of Student Loans.
  • Current Origination Opportunities
  • Servicing Dynamics: Keeping Up With The Times
  • Collection Trends: Dealing with Distress
  • College and University Roundtable: A View From The Schools
  • Trends in Alternative Education: MOOCs, Boot Camps and Competency-Based Learning
  • Valuation and Securitization Trends: Mature Platforms versus Emerging Platforms
  • Investor Views
  • Income-Share Agreements; Future of Higher Education Funding?
  • Legal and Regulatory Roundtable; Current Trends and the Winds of Change
  • Valuation and Securitization Trends: Mature Platforms versus Emerging Platforms
  • Cloud Based Lending 2.0: How Non-Depository Lenders and Traditional Lenders are Partnering to Gain Market Share
  • Investor Views
  • Legal and Regulatory Roundtable; Current Trends and the Winds of Change

Who Will Attend?

Representatives from higher education (including US- and Internationally-based for-profit and non-profit colleges and universities), investors, banks, online marketplace and other alternative lenders, loan servicers, ratings agencies, regulators, attorneys and more will join us again in 2017. More specifically attendees will include:

  • Student Loan Lenders and Providers
  • For- and Not-for-Profit Institutions of Higher Ed
  • Investment Bankers and Capital Market Specialists
  • Cloud-based Online Marketplace Lending Platforms
  • Institutional Investors
  • Asset Backed Securities Professionals
  • Financial Aid Officers
  • Government Regulators
  • Student Aid Representatives
  • Student Aid Administrators
  • Student Loan Servicers
  • Student Loan Investors
  • Student Loan Guarantors
  • Asset Managers
  • Portfolio Managers
  • Credit Union Officers
  • Credit Managers
  • Rating Agencies
  • Credit Analysts
  • Corporate Finance Professionals
  • Trustees
  • Attorneys
  • Student Loan Consultants
  • Hedge Fund Investors
  • Corporate Issuers
Registration and Pricing
Standard Registration
This rate applies to for-profit lenders, VCs, private equity, investment banks, investment consultants, law firms, ratings agencies, accounting firms, and other financial service providers.

Registration Rate (per person):
On or AFTER April 1, 2017:

Groups of 3 or More                           $1495
(Rates in effect all the time – no deadlines)
Institutional Investor / Government / Academic Rate** This rate applies to pension plans, endowments, foundations, government regulators, and academic financial aid officers.

Registration Rate (per person):
On or AFTER April 1, 2017:

Groups of 3 or More                           $795
(Rates in effect all the time – no deadlines)
TEAM DISCOUNTS: Additional discounted registration rates are available OFFLINE for groups of FIVE (5) or more. For more information, contact:
Hank Woji, VP Business Development, iiBIG | Phone: 512-692-9839 • Email:
*Special Notice regarding Early-Bird Registrations:
Registrations must be PAID on or before expiration date of the early-bird discount. To insure lowest rates, it is advised that payment be made to "iiBIG" by credit card simultaneous with online registration. If payment is not received on or before the early-bird deadline, the amount due will be increased to the amount that is applicable on the date that payment is received.

**Special Note regarding Investor Rate:
To qualify for the investor rate, registrants must be investors directly employed by buy-side firms investing in securitized products whose principal professional responsibilities include investment analysis, investment decision-making, and/or portfolio management functions. Qualified registrants must also be directly involved in their firm’s investment in securitized products.

All registrations are subject to review and approval.

Get Involved


Applications are now being reviewed from executives who wish to contribute as members of our Executive Speaking Faculty. If you have extensive knowledge of education finance/student loans and would like to apply for a position on our speaking faculty please complete our online JOIN OUR FACULTY application. Or contact:

Don Buford, Founder & CEO, iiBIG
Phone: 212-300-2521 | Email:


Conference sponsorship provides an opportunity for companies seeking increased brand awareness and a platform to demonstrate expertise, products, or services. If confirmed early, conference sponsorship may include the opportunity to be represented on the executive speaking faculty. For more information, contact:

Hank Woji, VP, Business Development, iiBIG
Phone:512-692-9839 | Email:


Co-branding/marketing opportunities are available for publications, digital and print newsletters, professional associations, or other organizations that provide news and information to the education finance/student loan industry. For more information on these opportunities, please contact:

Marisa Colandrea, Director, Meeting Planning & Logistics, iiBIG
Phone: 212-300-2522 | Email:

Continuing Education Credits

Continuing Education Credits (e.g. CLE, CPE, CME, etc.) may be available for iiBIG 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.

International Institute for Business Information & Growth LLC (iiBIG) 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:


Conference Venue Information


400 Courthouse Square
Alexandria, VA 22314
Tel: 703.253.8600

iiBIG has made arrangements for a block of sleeping rooms at the Westin Alexandria for conference attendees at the reduced rate of $249.00 (plus tax) per night. To take advantage of this discounted rate you must make your reservations no later than April 24, 2017 as the discounted room block rate will expire on this date.

To make reservations, please call 866.837.4210.

About iiBIG

Founded in 2006, the International Institute for Business Information & Growth LLC, (iiBIG) is an independent boutique conference company specializing in business-to-conferences for high-level executives in the financial services and investment, and life sciences and clinical research industries. Through our subsidiary company, the CLOUD COMPUTING ASSOCIATION (CCA), we also produce and present events for executive decision-makers in the rapidly changing information technology and cloud-computing sectors.