CfPA Annual Summit in D.C.
CfPA Announces 2024 Regulated Investment Crowdfunding Summit: a growing economic force powering American entrepreneurism and innovation
Industry and leadership summit highlights innovation, progress, and CfPA’s policy platform for advancement of the crowdfunding industry.
| Source: CfPA
Washington, D.C., Oct. 21, 2024 (GLOBE NEWSWIRE) — The Crowdfunding Professionals Association (CfPA) is pleased to announce its upcoming 2024 Regulated Investment Crowdfunding Industry and Leadership Summit, set for October 22-23 in Washington, D.C. The Summit promises to be the crowdfunding event of the year, bringing together industry experts, business leaders, and regulators to shape the future of this dynamic and growing sector.
The two-day event will feature a stellar lineup of speakers and panelists, including:
- Hester M. Peirce – Commissioner, SEC: Gain invaluable regulatory insights from one of the most influential voices in securities regulation.
- Andrew Dix – Founder and CEO of Crowded Media Group LLC: Stay updated on the latest trends and news in the crowdfunding industry.
- Andrew D. Stephenson – Board Member, CfPA; Chief Product Officer, CrowdCheck: Learn about due diligence and compliance in crowdfunding.
- Angela Barbash – Board Member, CfPA; CEO, Revalue LLC: Gain insights into impact investing and sustainable finance.
- Benji Jones – Board Member, CfPA; Counsel, Smith Anderson Law Firm: Get expert legal insights on crowdfunding regulations.
- Bill Huston – Board Member, CfPA; Founder, CrowdMax: Discover how crowdfunding is leveling the playing field for under-represented founders.
- Brian Belley – Secretary, CfPA; Vice President of Product, KingsCrowd: Get a comprehensive overview of the current state of the industry.
- Brian Christie – 2024 CfPA President; CEO, Brainsy: Learn about the future of crowdfunding from the leader of the industry’s premier professional association.
- Brian Korn – Board Member, CfPA; Head of Fintech and Blockchain Partner, Manatt: Navigate the complex legal and regulatory landscape of fintech and crowdfunding.
- Craig Denlinger – Managing Partner, Artesian CPA: Understand the financial and accounting aspects of crowdfunding.
- Devin Thorpe – CfPA Treasurer; CEO and Founder, The Super Crowd Inc.: Understand the power of crowdfunding in creating social impact.
- Dutch MacDonald – Global Lead for Design, BCG X: Explore the intersection of crowdfunding and impact-focused companies.
- Eric Cox – Board Member, CfPA; Head of Growth, Netcapital: Discover effective marketing strategies for crowdfunding campaigns.
- Fred Pena – Co-Founder and President, Angel Funding: Explore the intersection of angel investing and crowdfunding.
- Jackie Logan – Co-Founder, President and Chief Investment Officer, Raise Green: Learn about innovative approaches to green energy crowdfunding.
- James Murphy – Risk Monitoring Director, FINRA: Learn best practices in launching and operating a Reg CF portal from a regulatory perspective.
- Jason Fishman – Board Member, CfPA; Co-Founder & CEO, Digital Niche Agency: Gain insights into digital marketing strategies for crowdfunding campaigns.
- Jenny Kassan – Vice President, CfPA; Attorney, Investor, Capital Raising Coach: Discover innovative deal structuring approaches in crowdfunding.
- Kayle Watson – Head of Operations, ClearingBid: Learn about operational best practices in crowdfunding platforms.
- Marne Marotta – Managing Director, Arnold & Porter: Understand the potential for tax incentives in crowdfunding.
- Matt Venturi – Founder & CEO, ClearingBid: Explore cutting-edge technologies innovating capital markets formation.
- Meighan Leon – Chief Legal Officer, DealMaker: Navigate the complex legal landscape of crowdfunding.
- Mona DeFrawi – Chairman, CEO, & Founder, Radivision: Explore strategies for unlocking value for issuers through retail investors.
- Rod Turner – Chairman, Founder, Manhattan Street Capital: Gain insights into successful Reg A+ offerings and capital raising strategies.
- Sara Hanks – Board Member, CfPA; Founder, CrowdCheck: Gain insights from a leading expert in crowdfunding compliance and due diligence.
- Scott McIntyre – Chairman of the Board of Directors, CfPA; Executive Director, WEconomy: Gain insights from a leader in collaborative economics and crowdfunding.
- Sherwood Neiss – Co-Founding Executive, CfPA; Principal/Data Analyst Crowdfund Capital Advisors, LLC: Gain insights from a pioneer in crowdfunding policy and research.
- Stephanie Geller – Director, Community Wealth Builders: Explore how crowdfunding can build community wealth and economic resilience.
- Vincent Bowen – Board Member, CfPA; Founder, Mavin Life: Learn about innovative approaches to investor engagement and community building.
Attendees can expect engaging discussions on policy, best practices, and the future of regulated investment crowdfunding. The summit offers unparalleled networking opportunities and a chance to be part of shaping this transformative industry.
“Regulated Investment Crowdfunding is still a fledgling industry compared to the venture capital or private equity industries,” stated Brian Christie, 2024 CfPA President and Founding Advisor at Crowdfund Holdings Innovators (CHI). “However, the data shows that it’s more inclusive than other forms of capital raising and anecdotally, a tremendous amount of innovation built on crowdfunding is fostering more connected, equitable, and forward-thinking business models.”
The CfPA Summit is part of an exciting week of innovation and technology events in Washington, D.C.
Concurrent events include:
- DC Startup Week (October 21-25): A key event for entrepreneurs and startup founders, offering learning and networking opportunities within D.C.’s vibrant entrepreneurial ecosystem.
- DC Fintech Week (October 21-25): A premier forum for discussing the future of financial technology, bringing together regulatory bodies and fintech pioneers.
Jason Fishman, a CfPA Board member and CEO of Digital Niche Agency stated: “We’re excited to be part of this innovation-packed week in D.C. It’s a unique opportunity for those in tech, finance, and regulatory fields to come together, share ideas, and shape the future of investment and entrepreneurship in America.”
Event Highlights:
Two days of groundbreaking discussions, unparalleled networking, and a front-row seat to the future of investment crowdfunding:
- Exclusive Advocacy Day: Selected attendees will have the opportunity to meet policymakers and help shape the future of crowdfunding regulations.
- Sunset Cocktail Reception: Network with industry leaders while enjoying breathtaking views of peak fall foliage in the Washington, D.C. skyline.
- Fireside Chat with SEC Commissioner Hester M. Peirce: Gain invaluable insights from one of the most influential voices in securities regulation.
- Insightful Panels: Dive deep into impact investing, innovative deal structures, and the power of retail investors.
- Industry Awards Ceremony: Celebrate excellence and innovation in regulated investment crowdfunding with peers from across the industry.
Event Details:
Dates: October 22-23, 2024
Venue: Top of the Town – 1400 14th St N, Arlington, VA 22209, USA
Registration: https://events.humanitix.com/cfpa-regulated-investment-crowdfunding-summit-2024
Space is limited, and early registration is encouraged. CfPA members can register for the discounted rate of $50, which includes drinks, meals, and invaluable networking opportunities.
The CfPA extends its gratitude to the volunteer board members and sponsors, including Digital Niche Agency (DNA), ClearingBid, Inc., DealMaker, Angel Funding, Revalue LLC, Manatt, Phelps & Phillips, LLP, Crowdfund Holdings Innovators (CHI), Sosnow & Associates PLLC, Artesian CPA, Raise Green, SmallChange.co, The Super Crowd, Inc., and FINTECH.TV, for making this summit possible.
Don’t miss this opportunity to be part of the conversation shaping the future of investment and entrepreneurship in America. Register today and join us in Washington, D.C.!
Press is welcome.
Scott McIntyre is currently in his 8th term as Chairman of the CfPA’s Board of Directors and has served in leadership since formation in 2012, including four terms as President & Chair.
Sara Hanks, Founder and CEO of CrowdCheck, is an attorney with over 30 years of experience in the corporate and securities field. CrowdCheck provides due diligence, disclosure and compliance services for online capital formation. Its services help entrepreneurs and project sponsors through the disclosure and due diligence process, give investors the information they need to make an informed investment decision and avoid fraud and help intermediaries avoid liability.
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.
Brian is the Founder of Crowdwise, LLC, and is an angel investor in 80+ private startups through equity crowdfunding.
Patrick Tracey is Director of Business Development for Morrow Sodali. In this role, Pat brings expertise in a number of areas including Proxy Solicitation – Activism – Corporate Governance Advisory – IPO Prep – Demutualization (Insurance Companies, Community Banks and Credit Union) – Stock Surveillance for Public, Private and Mutual companies.
Blaine McLaughlin is the Chief Product Officer of VIA Folio, an innovative IPO, private and alternative investment platform that makes it easy for online platforms, issuers, investors, brokers and advisors to engage with IPOs, private and alternative debt and equity offerings. Part of Folio Investments, Inc., VIA Folio supports issuance, custody, servicing and secondary transactions in public and private equity and debt investments, and other listed and unlisted securities. McLaughlin joined the company in 2007, and has led retail customer acquisition and management, partnerships, portfolio acquisition, introducing broker services, and other business development activities.
Jordan Fishfeld is the former CEO and co-founder of PeerRealty (sold), and current Chairman of the Board and co-founder of CFX Markets and OpenFinance Network, secondary market platforms for traditionally crowdfunded and digital assets, respectively. In this role, he focuses his time on strategic planning and general oversight in the new and growing digital marketplace. With over 8 years of compliance, legal, investing, and sales experience in regulated markets, Jordan understands the need for a single coherent voice in the crowdfunding and blockchain industries.
Over 35 years of experience in Information Technology with the majority of time being spent in the Financial Services industry. Possesses detailed knowledge of all aspects of the online capital formation/crowdfunding, international brokerage, hedge fund and asset management businesses. Able to recruit and motivate strong teams capable of solving mission critical business problems.
Devin is a journalist, author and educator. He calls himself a champion of social good. As a new-media journalist and founder of the Your Mark on the World Center, Devin has established himself as a champion of social good. As a Forbes contributor, with over 400 bylines and over
Vincent Molinari is the CEO of Templum Markets, (FINRA Registered Broker Dealer and ATS) and Co-Founder of it’s parent company, Templum, Inc. He is also a Co-Founder and Co-Chair of the Blockchain Commission for Sustainable Development and is a Co-Founder and Co-Chair of Blockchain for Impact.
David N. Feldman concentrates his practice on corporate and securities law and mergers and acquisitions, as well as general representation of public and private companies, entrepreneurs, investors, and private equity and venture capital firms. Mr. Feldman also advises emerging growth companies with regard to alternatives to traditional financing through initial public offerings. He is also considered an authority on public offerings through the recently implemented SEC Regulation A+. Mr. Feldman also represents investors, social media sites, public and private issuers and applicants for grow and dispensary licenses in the emerging cannabis industry.
Alon is the Managing Partner of Stacked Capital, an early-stage industry agnostic venture capital fund. Previously Alon was the co-founder, Chief Financial Officer, and Chief Technical Officer of crowdfunding platform RocketHub, acquired in 2015. Alon is a founding member of the Forbes Technology Council, and a Strategic Advisor to Zombie Soup (Artificial Intelligence, Virtual Reality, and games); he has twice testified in front of U.S. Congress on equity crowdfunding, co-authored three acclaimed whitepapers on the JOBS Act, and was selected to lead FINRA’s Capital Markets Series on crowdfunding. Alon oversaw RocketHub’s partnerships with the White House, U.S. Department of State, Fulbright Foundation, Cisco, Microsoft, Chrysler, and others. Alon has led large speaking engagements for organizations including American Express, TEDx, Campaign Summit, Re.Comm, and Make Innovation. Alon earned his M.Sc from Columbia University and was a fellow at the Earth Institute’s Advanced Consortium of Cooperation, Conflict, and Complexity; he specialized in genocide prevention and social network theory.
Jason Paltrowitz is Executive Vice President and Global Head of Business Development at OTC Markets Group, where he is responsible for all international and domestic corporate services new business and relationship management. Prior to joining OTC Markets in October 2013, Mr. Paltrowitz was Managing Director and Segment Head at JP Morgan Chase and was responsible for the custody, clearing and collateral management business in the Corporate and Investment Bank division. Mr. Paltrowitz started his career at BNY Mellon serving in multiple senior management positions, most notably as Head of M&A for the Financial Markets and Treasury Services Sector and 11 years in the Depositary Receipt Division as the Head of the Global Capital Markets Group. Mr. Paltrowitz also served as a member of the Board of Directors at OTC Markets Group from 2008 – 2011.
Thell Woods, a former interim president of the CfPA, founded and currently serves as chairman of Crowdfunding Services LLC. The company helps establish “Community Centric Crowdfunding” programs offering both non-profit and securities offerings. Thell serves specifically defined communities throughout Michigan developing the www.C3funding.com website as the base for these programs.
Dr. Richard Swart is recognized as the global thought leader in the crowdfunding industry. Richard is a founding board member of the Crowdfunding Professional Association (CfPA), the Crowdfunding Intermediary Regulatory Advocates (CIFRA), and an early leader in the field. Richard co-organized the first major national conference on crowdfunding and coordinated several educational events on the JOBS Act throughout the United States for the White House.
Xiaocheh Zhang currently serves on the CfPA Board of Directors. He is also a co-founder of the Crowdfunding China Society (CFCS). As a crowdfunding thought leader, he has advised many organizations in applying alternative finance and result-based approach in transforming their business models. He has provided services to World Bank, United Nations, TUEV SUED, Virginia Tech, Peking University and some other organizations in the past 15 years. Xiaochen has rich experience in both public and private sector in America, Africa, Asia, Latin America and Europe to incubate and scale up innovative programs and projects at all levels. He is also a recognized speaker in climate finance, green innovation and crowdfunding. Here are a few examples:
Rodney Sampson is an innovator, serial entrepreneur, angel investor, published author, and consecrated bishop. As an innovator and serial entrepreneur, Sampson co-founded Multicast Media Networks (Streamingfaith.com) in 2000 (acquired in 2010), a live and on-demand streaming platform that laid the foundation for companies like YouTube and Ustream. Not stopping there, Sampson co-founded Intellectual Currency (an integrated marketing, intellectual property, diversity & inclusion and business development advisory firm) in 2002, Intellect Inspire (a digital publishing imprint of Audible) in 2006, and Legacy Opportunity Fund in 2007 with investments in technology, consumer products, energy, cyber-security, publishing and the entrepreneurial ecosystem. He also serves on the advisory boards of Digit, a disruptive financial technology company, Mark Burnett Productions, Springboard Fund and multiple startup and early stage companies throughout the world.
Brian Korn was elected to the Board of Directors (Legal P.O.V.) of the Crowdfunding Professional Association in January 2014. Brian is a corporate and securities attorney at the law firm Manatt, Phelps & Phillips, LLP, and has had multiple appearances on Fox Business Television, Bloomberg, CCTV America and National Public Radio as an expert on the JOBS Act, including its impact on crowdfunding, peer-to-peer lending, IPOs and market trading dynamics. He has been published or quoted in Forbes, CNBC, MSNBC, New York Law Journal, Law360, Philadelphia Inquirer, Pittsburgh Post-Gazette, The Financier Worldwide and The Review of Securities & Commodities Regulation.
Thomas Lawson is vice president of private issuer services for VIA Folio, Folio’s private capital network. In his role at VIA Folio, he provides legal and regulatory guidance to business development and operations. As part of this work, he supports VIA Folio’s online transactions in unlisted securities. He joined Folio in 2015.
AdaPia D’Errico is the Chief Marketing Officer at Patch of Land, where she heads up marketing, which includes strategy, brand, communications, partnerships and client services. Prior to joining Patch of Land, AdaPia ran a consulting company that developed growth strategies for major brands at Disney and Mattel, as well as technology and new media startups. AdaPia began her career at CIBC and subsequently spent 8 years in banking and investment management with a focus on customer relationship management, investor relations, and corporate communications. AdaPia is a published writer, blogger for The Huffington Post, and is a public presenter on topics including growth strategies, entrepreneurship, crowdfunding and brand development. AdaPia holds a B.B.A from the University of British Columbia and a B.A in International Business Economics from Hogeschool Zeeland, The Netherlands.
Dara Albright is a recognized authority, thought provoker and frequent speaker on topics relating to market structure, private secondary transactions, next-gen IPOs, P2P, FinTech and crowdfinance. Albright has held a distinguished 23 year career in IPO execution, investment banking, corporate communications, financial marketing as well as institutional and retail sales.