Knowledge Symposium Agenda

Transcription

1 Knowledge Symposium Agenda As of October 24, 2016 Monday, November 7, :00 am 6:00 pm Registration and Exhibits Open 8:30 am 9:30 am Continental Breakfast 9:00 am 12:00 pm Pre Conference Workshop: Higher Education Financing 101 Davidson Room During this pre conference workshop for new hires and veterans wanting a refresher, subject matter experts will provide a broad overview of the higher education financing landscape, a primer on the main federal laws and regulations impacting federal and private student loans, and the major issues important to our industry. Ed Brandt, Procedure and Reference Manager, Student Lending Xerox Education Services, LLC Mark Eden, Senior Compliance Analyst Iowa Student Loan Timothy Fitzgibbon, Senior Vice President Susan High, Director of Collections TG Gary Hopkins, Executive Vice President GC Services Vicki Shipley, Senior Advisor 9:00 am 12:00 pm NCHER Board of Directors Meeting Studio IV, 4th Floor 12:00 pm 1:00 pm Lunch on your Own 1:00 pm 1:30 pm Welcome and President s Report Ron Gambill, Chairman and CEO Edsouth

2 James Leighton, Chairman, NCHER Chief Financial Officer and Chief Operating Officer Massachusetts Educational Finance Authority James Bergeron, President 1:30 pm 2:30 pm U.S. Department of Education Update Officials from the U.S. Department of Education s Office of Postsecondary Education and Federal Student Aid have been invited to address issues of importance to the membership, including new borrower defense to repayment rules and the latest on information technology security. Gary Hopkins, Executive Vice President GC Services Theon S. Dam, IT Security Specialist Federal Student Aid U.S. Department of Education 2:30 pm 2:45 pm Networking Break Annmarie Weisman, Director, Policy Coordination Group Policy, Planning, and Innovation Office of Postsecondary Education U.S. Department of Education 2:45 pm 3:45 pm CONCURRENT SESSIONS 1 College Access Track FAFSA Improvements and Initiatives NCHER members support many college access and success initiatives, including efforts to ensure students complete the Free Application for Federal Student Aid (FAFSA). This session will include the latest information and trends regarding the early FAFSA and the FAFSA ID along with ideas on how NCHER members can continue to help students and families. Gail Mance Rios, Deputy Director Office of the Postsecondary Commissioner Division of Higher Education Assistance Ron Gambill, Chairman and Chief Executive Officer Edsouth Karen Hauser, Associate Director, Office of Student Financial Aid/Scholarships & Student Employment Vanderbilt University

3 2 3 Compliance Track State Attorneys General Interest in Student Loans Regulation of the student loan space is no longer limited to federal regulators like the U.S. Department of Education and the Consumer Financial Protection Bureau. This session will look at how state attorneys general are turning their attention to the student lending market. TBD, Title TDB, Title TBD, Title 3:45 pm 4:45 pm CONCURRENT SESSIONS 1 Operations Track Deciphering the Mitchell Memo, What Is Expected of Student Loan Servicers Last July, U.S. Undersecretary of Education Ted Mitchell released a policy document that included a number of specific elements for federal student loan servicing that many believe is the blueprint for debt collectors and private student loan servicers as well. This session will look at the detailed policies and procedures included in the document and how the Department and the Consumer Financial Protection Bureau may use it when supervising federal and private student loan servicers and debt collectors. Will Shaffner, Director of Business Development & Government Relations Missouri Higher Education Loan Authority Timothy Kaiser, Director & Senior Counsel Discover Financial Services Randy Kamm, Principal Collection Quotient Consulting 2 3 Debt Management Track New Technologies in Servicing and Collections Companies offering state of the art products and services designed to help you be more effective and efficient in preventing or collecting defaulted loans will discuss how their processes are already making a difference for companies in higher education debt management. Thomas Cox, Vice President Harvard Collection Services, Inc.

4 David Cannone, Senior Account Executive Specializing in Customer Happiness Veri tax TDB, Title TDB, Title 5:00 pm 6:00 pm Networking Reception 4 Tuesday, November 8, :00 am 6:00 pm Registration and Exhibits Open 8:00 am 8:30 am Networking Continental Breakfast 8:30 am 9:30 am U.S. Treasury Update Rick Burnham, who leads a new division at Treasury that oversees all debt collection pilots, including the student loan debt collection pilot with the U.S. Department of Education, will provide an overview of this new enterprise, address the recent report on Treasury s debt collection project with the Department of Education, and answer audience questions. Timothy Fitzgibbon, Senior Vice President Presenter: Richard Burnham, Director of Government Wide Debt Collection Innovation Division Bureau of the Fiscal Service U.S. Department of the Treasury 9:30 am 10:30 am Ask the Attorneys Attorneys with subject matter expertise on the issues of importance to the NCHER membership will present on the hot topics and answer audience questions. Moderator/Presenter: Kelly Lipinski, Attorney McGlinchey Stafford PLLC John Culhane, Jr., Partner Ballard Spahr LLP

5 10:30 am 11:00 am Networking Break David Head, Attorney at Law Weltman, Weinberg & Reis Co., L.P.A Larry Laskey, Vice President, General Counsel Windham Professionals 11:00 am 12:00 pm Consumer Finance Protection Bureau Update Officials with the Consumer Financial Protection Bureau s Student Loan Ombudsman s Office and Office of Research, Markets, and Regulations will share the Bureau s plans regarding federal and private student loan servicing and collections. 12:00 pm 1:30 pm Lunch Terrace 1:30 pm 2:45 pm CONCURRENT SESSIONS James Leighton, Chairman, NCHER Chief Financial Officer and Chief Operating Officer Massachusetts Educational Finance Authority Patricia Scherschel, Student Lending Program Manager Research, Markets & Regulations Consumer Financial Protection Bureau Rich Williams, Policy Analyst and Associate Ombudsman Office for Students Consumer Financial Protection Bureau 1 College Access Track Effective Financial Education The Consumer Financial Protection Bureau s Office of Consumer Education and Engagement will review recent studies showing when and how to best reach consumers to influence positive financial behavior. NCHER member Everfi will present some of the findings garnered from four years of investigation into the financial capability of young adults in higher education, including their self reported knowledge, attitudes, experience, and plans for the future. Carl Perry, Senior Vice President Progressive Financial Services, Inc. Dubis Correal, Office of Financial Education Consumer Financial Protection Bureau

6 Daniel Zapp, PhD, Director of Research EverFi 2 3 Compliance Track State Law Round Up This session will take a closer look at the many state and local laws and regulations that impact federal and private loan originations, servicing, and collections. Tom Ternes, Student Loan Manager Bank of North Dakota John Culhane, Partner Ballard Spahr LLP Stefanie Jackman, Partner Ballard Spahr, LLP 2:45 pm 3:15 pm Networking Break 3:15 pm 4:30 pm CONCURRENT SESSIONS 1 Operations Track Repayment Plans: Facts, Myths, and the Income Driven Muddle There are many repayment options available to federal student loan borrowers, including no less than four Income Driven Repayment (IDR) plans. But how do they work, and what s truly best for borrowers? While on the surface all of these plans seem very similar, there are areas where they are very, very different. It s no wonder borrowers, and even some industry folks, are confused. In this session, veterans from NCHER s Regulations and Policy Committee will share the details you most need to know and debunk some of the common misconceptions about IDR, while providing the information you need to help borrowers and their families navigate the IDR maze. Colleen Slattery, Federal Contract & Compliance Officer Missouri Higher Education Loan Authority Ed Brandt, Procedure and Reference Manager, Student Lending Xerox Education Services, LLC Betsy Mayotte, Director of Consumer Outreach & Compliance American Student Assistance 2 3 Compliance Track Third Party Servicing Requirements This session will delve into the U.S. Department of Education s recent guidance on third party servicers, which significantly expanded the types of activities, functions, services, and roles that organizations provide to

7 institutions that will now fall under the third party servicer rules. We will review requirements that must be included in each contract. Additionally, we will compare how the guidance follows industry trends by imposing requirements that are similar to, and overlap with, compliance and contract obligations imposed on private student loan servicers by their respective regulators. Wanda Hall, Senior Vice President, Chief Compliance Officer Edfinancial Services Rick Buckingham, Vice President, FFELP Operations USA Funds Dino Tsibouris, Attorney Tsibouris & Associates, LLC Room To Be Assigned Debt Management Track Loan Rehabilitation Performance A panel discussion focused on income based loan rehabilitation from a guaranty agency s perspective featuring a primer on assigning rehabilitation loans to the U.S. Department of Education. Timothy Fitzgibbon, Senior Vice President Philip Cervin, TG Collections Vice President TG Len Hyde, Senior Vice President Educational Credit Management Corporation Kevin W. Tharp, Manager FFELP Operations USA Funds 5:00 pm 6:00 pm Networking Reception Terrace Wednesday, November 9 8:00 am 11:30 am Registration and Exhibits Open 8:00 am 8:30 am Networking Buffet 8:30 am 9:45 am Last Night s Election Outcome and Its Impact on the Industry A panel of experts will review the election results, share their opinion on

8 the likely impact on higher education financing, and discuss the impact on the NCHER membership. James P. Bergeron, President Vic Klatt, Principal Penn Hill 9:45 am 10:00 am Networking / Hotel Check Out Break 10:00 am 11:00 am Implementing Upcoming TCPA and FDCPA Rules and Regulations This session will focus on the FCC s recent Telephone Consumer Protection Act ruling as well as the changes being contemplated by the Consumer Financial Protection Bureau as reflected in its proposed debt collection rules. Panelists will discuss planning for compliance by creditors and servicers, as well as collection agencies, including practical tips and alternatives. Moderator/Presenter: Larry Laskey, Vice President, General Counsel Windham Professionals, Inc. Mark Brennan, Partner Hogan Lovells Mike Frost, Chief Compliance, Sales Officer and General Counsel CBE Companies, Inc. 11:00 am 12:00 pm NCHER Priorities for the 115th Congress NCHER President James Bergeron, NCHER s Government Relations Committee, and the Penn Hill Group will discuss the short and longterm strategies and priorities that NCHER will pursue during the upcoming 115 th Congress, including those in preparation for the reauthorization of the Higher Education Act. 12:00 pm Adjourn James P. Bergeron, President Will Shaffner, Director of Business Development & Government Relations Missouri Higher Education Loan Authority