January 2026
01/25/2026 – CfPA proudly seats six new members in volunteer leadership on Board of Directors
May 2025
05/28/2025 – CCAJP Blasts House Version of “Big Beautiful Bill” as a Big Ugly Blow to America’s Small Businesses
January 2025
01/28/2025 – CfPA joins Coalition for Crowdfunding American Jobs and Prosperity (TRUMP Jobs Act)
January 2025
01/13/2025 – CfPA Announces addition to Board of Directors: Jie Wang, Craig Denlinger
January 2025
01/10/2025 – CfPA Board of Directors releases updated Policy Platform for SEC
October 2024
10/24/2024 – CfPA Highlights Achievement and Innovation at Inaugural Industry Awards Ceremony
October 2024
10/21/2024 – CfPA visits with legislators and regulators at Washington D.C. annual summit
May 2024
05/20/2024- Crowdfunding Professional Association (CfPA) Announces Board Approval of Policy Platform
February 2024
02/19/2024- CfPA Sets New Standard for Clarity and Consistency: Adopts ‘Regulated
Investment Crowdfunding’ as Preferred Industry Term
January 2024
01/04/2024 – Crowdfunding Professional Association (CfPA) Announces Additions to Its Board and Updated Strategic Plan
January 2023
01/20/2023 – Crowdfunding Professional Association (CfPA) Announces Additions to Its Board and Updated Strategic Plan
November 2022
11/15/2022 – Crowdfunding Professional Association (CfPA) Announces Newly Elected Officers for 2023
November 2020
11/16/2020 – Crowdfunding Professional Association Announces SEC Changes to Crowdfunding Regulations
October 2019
January 2018
November 2017
October 2017
10/15/17 Crowdfund Insider – CfPA supporter, Crowdfinance pioneer StartEngine launches Online Public Offering for all classes of investors
July 2017
7/21/17 – Press Release: CfPA ANNOUNCES PATRICK TRACEY, SR. VP – COMPUTERSHARE, JOINING ASSOCIATION’S BOARD OF DIRECTORS
July 2017
7/18/17 – Press Release: CROWDFUNDING PROFESSIONAL ASSOCIATION ANNOUNCES ADDITION OF JASON PALTROWITZ, EVP – OTC MARKETS, TO BOARD OF DIRECTORS
April 2017
June 2016
April 2016
4/8/16 PRweb – New White Paper Illustrating the Magnitude of Tax-deferred Micro Alternative Investing
February 2016
2/1/16 Crowdfund Insider – CfPA director, Sam Guzik on House support of Small Business acts
October 2015
10/23/15 PR Web – The CfPA Announces its Third Annual Crowdfinance Summit to be Held in D.C. on December
April 2015
4/28/15 PR Web – Crowdfunding Professional Association supercharges new Board of Directors
September 2013
9/27/13 PR Web – SterlingFunder Releases New eBook on Equity Crowdfunding
August 2013
8/1/13 PR Web – Conzortia CEO to Speak at CfPA Annual Crowdfunding Forum
July 2013
7/10/13 PR Web – The Crowd Investing Innovation Forum Unveils its Official Agenda
7/1/13 PR Web – David Weild Announced as Keynote Speaker for Leading Crowd Funding Industry Event
June 2013
6/3/13 PR Web – Crowdfunding Industry Leaders Gather for Ceremony Hosted by the White House Honoring Crowdfunders
April 2013
4/4/13 PR Newswire – Global Crowdfunding Day Celebrates the Next Generation of Business Startups
March 2013
3/27/13 Marketwise – Ryan Feit to Present at The Soho Loft Innovative Investing System
3/20/13 PR Web – Crowdfunding Professional Association Hosts Key Industry Event
3/14/13 Marketwise – EarlyIQ, the Crowdfunding Professional Association, and Crowdfund Capital Advisors Announce Release of US Equity Crowdfunding Investment Benchmark Study
February 2013
2/21/13 PR Newswire – Crowdfunding Professional Association Launches New Global Crowdfund Investing Education Network
2/19/13 PR Web – Crowdfunding Industry Leaders and Small Business Advocates Push for Swift Action at Nation’s Capital Today
2/18/13 PR Web – Media Advisory: The State of Equity-Based Crowdfunding…Primed, Capitalized and Waiting on the SEC
January 2013
1/31/13 PR Web – FINRA and the SEC Move One Step Closer to JOBS Act Implementation
1/31/13 PR Log – Crowdfunding Spotlighted in Cornell University’s Entrepreneurship Seminar Series
1/11/13 PR Web – Crowdfund TX Conference Attendees Optimistic About Future of Crowdfunding in the U.S., Would Invest in a Crowdfunded Company
November 2012
11/26/12 SB Wire – Premier Crowdfund Texas Conference Announce Showcasing America’s Most Knowledgeable Crowdfunding Subject Matter Experts
11/14/12 Marketwise – New Innovation in Entrepreneurial and Social Finance Program Launched by UC Berkeley College of Engineering
11/1/12 Marketwise – New Data Released by the Crowdfund Professional Association (CfPA) Shows Surprising Results
October 2012
10/17/12 PR Web- The First Crowdfunding Bootcamp : A New Industry Meets with Enthusiasm and Determination
September 2012
9/6/12 PR Web – ActSeed Partners with Crowdfund Bootcamp to Help Entrepreneurs Prepare for JOBS Act Investment
August 2012
8/27/12 PR Newswire – StartupValley Sponsors Crowdfunding Bootcamp for Entrepreneurs
8/22/12 SB Wire – Can Crowdfund Investing Change the World
July 2012
7/31/12 PR Web – Announcing the First Annual CfPA Equity Crowdfunding Bootcamp
7/19/12 SB Wire – Crowdfunding Professional Association Welcomes Departing National Crowdfunding Association Board to Their Coalition
May 2012
5/10/12 PR Newswire – CrowdFunding Made Simple Hosts First Conference in Utah
5/7/12 PR Newswire – Crowdfunding Pioneers Launch Professional Association in Concert with Regulatory Advocacy Group



Brian is the Founder of Crowdwise, LLC, and is an angel investor in 80+ private startups through equity crowdfunding.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Scott McIntyre. 2024 marked Scott’s 9th term as Chairman of the CfPA’s Board of Directors, having served in leadership since formation in 2012, including four terms as President & Chair.
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.