DAY ONE – THURSDAY, MAY 14, 2026
Policy Shock, Market Response, & Institutional Adaptation
8:00 – 9:00
Day One Registration: Networking
9:00 – 9:05
Welcome to Washington, DC: Introductions
Juliana Araujo, President, iiBIG, Inc. – Alexandria, VA
Juliana Araujo
9:05 – 9:30
Keynote Speaker: Mark Kantrowitz, President, Cerebly – Skokie, IL
From Disruption to Design: Rebuilding Student Lending in the Age of AI
Mark Kantrowitz
9:30 – 10:15
Opening Keynote Panel: State of the Public & Private Education Finance Industry in 2026 & Beyond Education Finance Thought Leaders address key issues from ’30 thousand feet’
Moderator:
Dubravka Ritter, Special Advisor, Higher Education Finance, Consumer Finance Institute, Federal Reserve Bank of Philadelphia
Panelists:
- Jordan Wicker, Senior Vice President of Legislative and Regulatory Affairs, Career Education Colleges and Universities (CECU)
- Scott Buchanan, Executive Director, Student Loan Servicing Alliance – Washington, D.C
- Scott Fleming, Executive Director, State Council of Higher Education for Virginia (SCHEV) – Arlington, VA
- Sara Parrish, President, Campus Door – Sara Parrish, President, Campus Door – Mechanicsburg, PA
Dubravka Ritter
Jordan Wicker
Scott Buchanan
Scott Fleming
Sara Parrish
10:15 – 11:00
Higher Education Regulatory & Legislative Roundtable
Panel: Policy, Regulation & Governance: The One Big Beautiful Bill Act and the New Federal Order
Moderator:
Eric Hurwitz, Co-Chair, Financial Services Litigation, Stradley, Ronon, Stevens & Young, LLP – Philadelphia, PA
Panelists:
- Manu Smadja, CEO, MPOWER Financing, Washington, D.C (manu@mpowerfinancing.com) Andrew Gillen, Research Fellow, Cato Institute
- Melanie Storey, CEO, National Association of Student Financial Aid Administrators (NASFAA)
- Al Dorsett, Director of Student Financial Assitance, Maryland Higher Education Commission (MHEC)
Eric Hurwitz
Manu Smadja
Melanie Storey
Al Dorsett
11:00 – 11:15
A.M. NETWORKING BREAK
11:15 – 12:00
Private Student Lending Roundtable Part 1 – Origination: The Road Ahead
Seizing the Market Shift: Next-Gen Strategies for Private Loan Origination
Moderator:
Robert Humann, CEO, Credible – Charlotte, NC
Panelists:
- Sara Parrish, President, Campus Door –Mechanicsburg, PA (Confirmed)
- Keith Shoates, President & CEO, Student Freedom Initiative – Washington, D.C
- Crystal DeLong, Student Lending National Sales Manager, Citizens Bank – Westwood, MA
Robert Humann
Sara Parrish
Keith Shoates
Crystal DeLong
12:00 – 1:30
LUNCHEON FOR CONFERENCE PARTICIPANTS
1:30 – 2:10
Private Student Lending Roundtable Part 2 – Refinancing & Repayment: The New Frontier
Navigating RAP: Unlocking Strategic Opportunities in Borrower Repayment and Refinancing”
Moderator:
Jack Wallace, Director, Yrefy – Phoenix, AZ
Panelists:
- Rob Tetreault, Director of Compliance, Rhode Island Student Loan Authority (RISLA) – Warwick, RI
- Josh Rowe-Heupler, Credible – Charlotte, NC
- Betsy Mayote, President, The Institute of Student Loan Advisors (TISLA)
Jack Wallace
Rob Tetreault
Josh Rowe-Heupler
Betsy Mayote
2:10 – 2:50
Higher Education Capital Markets & New Finance Roundtable:
The End of Grad PLUS and the Rise of Private & Hybrid Finance
Moderator:
Henry Howard, President & CEO, U. S. Education Finance Group – Miami, FL
Panelists:
- Sharon Gold, Head of Capital Markets, College Ave Student Loans – Wilmington, DE
- Kayvan Darouian, Director, Deutsche Bank – New York, NY
- Todd Forgione, Managing Director, Cantor Fitzgerald – New York, NY
- Melvin Zhou, Managing Director, Kroll Bond Rating Agency (KBRA) – New York, NY
Henry Howard
Sharon Gold
Kayvan Darouian
Todd Forgione
Melvin Zhou
2:50 – 3:30
Colleges & Universities Fireside:
Higher Education at a Crossroads: Rethinking Tuition, Aid & Enrollment Strategy
Moderator:
Andrew Gillen, Research Fellow, Cato Institute
Panelists:
- Dr. Michael Eric Wooten, Board of Directors, Virginia Community Colleges System
- Kim Cook, CEO, National College Attainment Network
Andrew Gillen
Michael Eric Wooten
Kim Cook
3:30– 3:45
PM NETWORKING BREAK
3:45 – 4:30
Income Share Agreements & Outcomes-Based Finance Roundtable
Student Finance 2.0: Innovation Beyond Traditional Loans
Moderator:
Jordan Wicker, SVP, Legislative and Regulatory Affairs, Career Education Colleges and Universities (CECU)
Panelists:
- Leslie Cornell, General Counsel and Chief Compliance Officer, Social Finance (SoFi)
- Dan Rubin, Founder & CEO, Yelo (confirmed JA)
- Kevin James, Founder and CEO, Better Future Forward
Jordan Wicker
Leslie Cornell
Dan
Rubin
Kevin James
4:30 – 5:00
Student Counseling, Financial Literacy & Borrower Support Roundtable
Preparing the Next Generation of Borrowers: Financial Literacy, Counseling & Student Success
Strengthening Student Guidance in a Changing Loan System
Closing presentation: Betsy Mayote, President, The Institute of Student Loan Advisors (TISLA)
Betsy Mayote
5:00
EVENING NETWORK RECEPTION
DAY TWO – FRIDAY, MAY 15, 2026
Technology, Risk, Accountability & Strategic Leadership.
8:00 – 9:00
Day One Registration: Networking
9:00 – 9:05
Welcome to Day Two
Juliana Araujo, President, iiBIG, Inc. – Alexandria, VA
Juliana Araujo
9:05 – 9:30
Opening Keynote Address:
Dubravka Ritter, Special Advisor, Higher Education Finance, Federal Reserve Bank of Philadelphia – Philadelphia, PA
Dubravka Ritter
9:30 – 10:10
EdTech/FinTech/AI Innovators Roundtable:
The Digital Future of Student Lending: AI, Data & FinTech Innovation How technology is transforming underwriting, compliance, servicing, and borrower engagement across the student finance ecosystem
Moderator:
Mark Kantrowitz, President, Cerebly – Skokie, IL
Panelists:
- Sean McTighe, Executive Director, National Student Clearinghouse
- David Kafafian, COO
- Tim Kulesha, CEO, RevlTek – Galveston, TX
- John Backiel, CEO, Stratofied, Inc – Miami Beach, FL
Mark Kantrowitz
Sean McTighe
David Kafafian
Tim Kulesha
John Backiel
10:15 – 10:55
Student Loan Servicing & Collections Roundtable
The Return to Repayment: Student Loan Servicing, Risk & Borrower Accountability. Operational, regulatory, and portfolio management strategies in the new repayment environment Restart of collections and wage garnishment
Moderator:
Scott Buchanan, Executive Director, Student Loan Servicing Alliance – Washington, D.C.
Panelists:
- Denise Cross, Director Collections & Servicing, Lexis Nexis Risk Solutions – Alpharetta, GA
- Jae Heinberg, Co-Founder, Axiom Acquisition Ventures, LLC – Tampa, FL
- Brian Cox, VP Business Development, Goal Solutions – San Diego, CA
Scott Buchanan
Denise Cross
Jae Heinberg
Brian
Cox
10:55 – 11:10
A.M. NETWORKING BREAK
11:10 – 11:50
Non-Profit & State-Based Higher Education Finance Roundtable:
The role of nonprofit and state-based higher education finance organizations
Unmet Need in a Changing Student Loan Market
Moderator:
Gail daMota, President, Education Finance Council
Panelists:
- Ray Jones, Chief Product Officer, South Carolina Student Loan Corporation
- Julie Shields-Rutyna, Associate Director of College Planning, Massachusetts Educational Financing Authority
- Greg O’Coyne, VP of Enrollment and Financial Strategy, Midwestern University.
Gail daMota
Ray
Jones
Julie Shields-Rutyna
Greg O’Coyne
11:50 – 12:00
CLOSING REMARKS – CONFERENCE CONCLUDES
An iiBIG Thanks to our Executive Faculties, Attendees & Sponsor Partners for over 17 years of Thought-Leadership in the Education Finance & Student Loan Marketplace