COMBINING KNOWLEDGE, YEARS OF EXPERIENCE AND GENUINE ENTHUSIASM TO GET THE JOB DONE

The CfPA Mission

The mission of the Crowdfunding Professional Association, as restated in late 2022, is to foster the growth of the Regulated Investment Crowdfunding economy by supporting issuers and investors (and potential issuers and investors) and by working with intermediaries, including portal operators, and other Crowdfunding professionals in the broader Crowdfunding ecosystem. On behalf of these constituents and members, the CfPA advocates with regulators and legislators. The CfPA, a U.S. 501(c)(6) nonprofit trade group, carries out its mission through innovative programs, online publishing, annual gatherings, periodic webinars, and by providing guidance to investors and issuers alike.

Our Approach

In pursuit of our mission, we hope to exemplify these principles:

  • Identify opportunities where the application of ideas, people and capital formation will benefit the organization and society in significant and measurable ways
  • Develop innovative programs leading to practical, sustainable solutions that are widely accepted and implemented globally
  • Partner with others to more efficiently amplify access to our resources and capabilities

About The CfPA

The Crowdfunding Professional Association (CfPA) is a 501 (c)(6) nonprofit trade group that was established shortly after the signing of the Jumpstart Our Business Startup Act (“JOBS Act”) on April 5, 2012. The CfPA is dedicated to equitably representing the Crowdfunding industry and supporting the Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA) on rule making while providing the industry with education, professional networking opportunities and the tools necessary to cultivate a balanced and healthy ecosystem that will accelerate capital formation and ensure investor protection.

CfPA committees are pillars of the organization. Each year our committees plan and sponsor educational and social events, produce newsletters, and attract new members to the organization. Committee participation is available only to CfPA members, and is seen as the clear path to leadership roles, including election to the board of directors and executive committee; committees meet monthly and working groups within them as needed.

Get involved and develop your skills and network by volunteering for CfPA committees. The following committees are available to serve on: Education & Training; Conferences & Outreach; Member Engagement; Legislative & Regulatory Affairs. After registering as a Member of the CfPA, email info@CfPA.org and let us know which committee you are interested in joining, and we’ll be in touch.

Let the world know we’re here to help…share and share a “like” (-:=

Who’s Driving The CfPA?

CfPA Board of Directors

Members of the CfPA Board of Directors are elected on a two-year basis which can be renewed for additional terms. Our executives are elected to three-year terms, but graduate at the end of each year from role to role, starting at Secretary, then on to Vice President and President. To be nominated, board members must be general members in good standing, have demonstrated leadership, and have taken initiative within the industry and the association. The board works with Committee leaders to set the vision and direction of the org, to coordinate events, engage sponsors and represent the interests of the association. The Executive Committee meets monthly via teleconference while the Board of Directors meets via teleconference every other month.

Committees

The CfPA Board of Directors recently redesigned the committee structure to be more reflective of changes in our nascent industry. Currently active Committees are: Education & Training; Conferences & Outreach; Member Engagement. If you are interested in serving alongside our volunteer directors on any of these committees, feel encouraged to email contact@cfpa.org.

Meet The Board Of Directors

Brian Christie

Brian Christie

President, Board of Directors

Brian Christie is CEO of Brainsy, Inc. - an innovative SaaS company and Advisor at Crowdfund Holdings Innovators (CHI) - a company that advises crowdfunding issuers.

>> Meet Brian
Jenny Kassan

Jenny Kassan

Vice President, Board of Directors

Jenny Kassan has almost three decades of experience as an attorney and advisor for mission-driven enterprises. She has helped her clients raise millions of dollars from values-aligned investors and raised over $3 million for her own businesses.

>> Meet Jenny
Brian Belley

Brian Belley

Secretary, Board of Directors

Brian serves as a Secretary of the CfPA while also Chairing our Education & Training Committee. Brian is also the founder of CrowdWise.org which he designed to help provide a collaborative educational environment for investors in equity crowdfunding.

>> Meet Brian
Devin Thorpe

Devin Thorpe

Treasurer, Board of Directors

Devin is a journalist, author and educator known for frequent contributions to Forbes, and a champion of social good.

>> Meet Devin
Scott E. McIntyre

Scott E. McIntyre

Chairman, Board of Directors

Scott is a CfPA co-founding executive and currently serving in his 8th term as Chairman of the Board. Scott is a frequent speaker at global alternative finance conferences and also serves as President of WEconomy.US (501c3), and Director of Sustainable Communities Corporation, a 501c4 economic development NGO.

>> Meet Scott
Sara Hanks

Sara Hanks

CEO/Founder, CrowdCheck, Inc.

Sara is the Founder of CrowdCheck, Inc. and CrowdCheck Law LLP, which together provide a wide range of compliance, diligence, disclosure and legal services to issuers and intermediaries in the online capital formation area.

>> Meet Sara
Brian Korn

Brian Korn

Partner - Manatt, Phelps & Phillips

Brian is a Capital Markets Partner at the Manatt, Phelps, & Phillips, LLP in New York City.

>> Meet Brian
Peter Rostovsky

Peter Rostovsky

Kupchiy

Peter’s background focuses on business development for capital markets intelligence services. He advises service providers & issuers in the crowdfunding industry on product strategy and marketing.

Etan Butler

Etan Butler

Chairman, Dalmore Group

Etan is Chairman of Dalmore Group, a FINRA registered national broker-dealer Investment Bank, founded in 2005. Dalmore provides a full range of investment banking services and assists companies seeking to raise investment capital from individual investors through the SEC’s Regulation D, Regulation A+, and Regulation CF. Dalmore is among the most active broker-dealers in the world for Regulation A+ offerings, having onboarded more than 200 such offerings – including some of the most successful Regulation A+ offerings in history.

Rebecca Kacaba

Rebecca Kacaba

CEO, DealMaker

Rebecca is the Chief Executive Officer and Co-Founder of DealMaker, winner of Lexpert‘s Top 40 Under 40, and named one of North America’s most innovative lawyers by the Financial Times. She practiced law on Bay Street for over 10 years, founded the startup practice group at one law firm, and was co-chair of the Toronto Venture Technology and Emerging Growth Companies Group at another. With her vision and drive, Rebecca has become a leader and trailblazer committed to driving change in the capital markets and doing business the right way.

Andrew Savikas

Andrew Savikas

YieldTalk

Andrew Savikas is the publisher of YieldTalk.com, one of the first -- and still most comprehensive -- listings of online alternative investment platforms and crowdfunding investor education. Andrew has been an EdTech and Publishing executive for nearly 20 years, and he’s also a board member and startup investor and advisor.

Bill Huston

Bill Huston

Crowd Max Publishing, LLC

Bill Huston, founder of Crowd Max Publishing, LLC, created the transformative CrowdFit program
empowering Latino and Black Founders to successfully raise capital using Reg CF.

Eric Cox

Eric Cox

Netcapital

Eric Cox is the Head of Growth at Netcapital. Eric practiced Corporate Law at Cooley LLP after earning his J.D from University of Michigan Law School.

Andrew Stephenson

Andrew Stephenson

CrowdCheck

Andrew Stephenson has been involved in the crowdfunding space with CrowdCheck since 2013,
helping portals and companies make crowdfunding a genuine form of business financing.

Andrew Connor

Andrew Connor

Founder of the Center for Community Ownership,

Andrew Connor is the founder of the Center for Community Ownership, which works on community investment and community-owned enterprise projects across the United States.

Angela Barbash

Angela Barbash

Co-founder of Michigan-based Revalue

Angela Barbash is a mom, anthropologist, and the co-founder of Michigan-based Revalue. She delights in creating healing spaces for regenerative finance to blossom for all investors.

Benji Jones

Benji Jones

Smith Anderson Law Firm

Benji Jones, a corporate securities attorney with Smith Anderson Law Firm in Raleigh, NC, has been
active in the investment crowdfunding space since the adoption of the JOBS Act of 2012.

Eve Picker

Eve Picker

CEO of Small Change

Eve Picker is the founder & CEO of Small Change, a real estate crowdfunding platform matching developers with everyday investors. Lover of cities. Architect. Urban change agent. Fintech pioneer.
Read more about Eve Here or follow her on Linkedin.

Jason Fishman

Jason Fishman

CEO of DNA (DigitalNicheAgency)

Jason Fishman, CEO of DNA (DigitalNicheAgency), a leading Investor Marketing Agency that has
worked on over 350 Equity Crowdfunding campaigns that collectively raised 9-figures of capital.

Robin Sosnow

Robin Sosnow

CEO of Bootstrap Legal

Robin Sosnow, a securities attorney in NYC/Miami, a graduate school professor at CMU, and CEO of Bootstrap Legal. Her focus is on equity crowdfunding, startups, legal innovation, and blockchain technology.

Vincent Bowen

Vincent Bowen

Founder of Mavin

Vincent Bowen, Founder of Mavin (social platform where members will share revenues), BLM5280
Core Leader. Former Morgan Stanley, Goldman Sachs, and Robertson Stephens investment banker, Bundesbank Fellow

Join Our Organization!

In 2012 we were fortunate to have been founded by rare visionaries and early adopters. Since that day we have gained valuable insight and credibility by associating with those who understand how strategic and important Crowdfunding and the mission of the CfPA is to capital formation and the broader economy.

General Membership (Individuals) in the CfPA is available to all, and we honor members who have the time to volunteer, especially those who offer to serve on committees and contribute to special projects of the CfPA.

Become a CfPA Member and see how we can help you, your company, organization and vision.