On March 15, 2021, the rules of The Securities and Exchange Commission were amended. This increased the limits on RegCF to $5M and on RegA+ to $75M.
Join us at this long-awaited event to learn firsthand insights and strategies from regulators and practitioners. Make the most of new rules, predict changes in the operating landscape and position your business.
11:20 AM -11:50 AM
Investment Advisor's Perspectives on Crowdfunding
Dar'shun Kendrick Doug Ellenoff
Success Stories: Crowdfunding Strategies
Chris Lustrino Josh Abedy Michael Lloyd
11:50 AM - 12:20 PM
Connecting Institutional Capital and Crowdfunding
Crowdfunding’s Impact on Women & Minorities & Social Entrepreneurs
Jenny Kassan Devin Thorpe Adie Akuffo-Afful
12:20 PM - 12:50 PM
Real Estate & FinTech
Adam Gowen Robert Salvador
Tools for Crowdfunding Success
Oscar Jofre Ruth Hedges - Moderator Jason Fishman Gene Massey
1:15 PM - 2:15 PM
Interview with Securities Exchange Commission
Jennifer Zepralka Martha Miller Sara Hanks - Moderator
The CfPA represents the interests of all stakeholders in the Crowdfunding community--all of us. Our work engages people from all walks and strengthens relationships, businesses, and communities through advocacy, education, and professional networking events
All CfPA summits and conferences give attendees the opportunity to easily connect with peers, colleagues & experts during and after event sessions. Even more meaningful relationships with constituents and professionals can be manifested year-round by joining the CfPA, and we offer numerous ways to do so. Simply visit CfPA.org for more information about our industry's only trade group and the many benefits of membership and sponsorship.
Thanks to the Remo conferencing platform, CfPA offers opportunities for sharing your organization's thought leadership through banners & billboards. Similarly, we can provide you with a named table, where attendees will connect with your staff during the networking sessions
Attendees & speakers include a variety of industry professionals: regulators from the US & Europe, platform founders, venture capitalists, individual investors, and service providers. In addition, we are providing discounted access to students, educators, and members of relevant NGOs
Enter "CFPANEWMEMBER" before checkout at Eventbrite and receive CfPA membership ($129 value) with purchase of Crowdinvest Summit 2021 ticket. Your CfPA membership and all its benefits effective immediately. Access to CfPA digital archives begin in June.
Following the conference, will there be a way to keep engaged with the association and the crowdfunding community?
At this summit, you can talk with other attendees, experts and moderators...moving from track to track, table to table at your own discretion. CfPA members also enjoy advance notice and early bird access to events, and direct contact with leadership year-round.
Will I be able to participate in all the tracks?
Yes, although the event splits into two tracks on either side of keynote addresses, attendees can move back and forth to any session as they wish. Additionally, attendees will have access to full recordings of all tracks after the summit, so you'll always have access to any topic that may interest you. More details on the program are here.
How do I attend this conference?
Simply purchase your ticket through the Eventbrite link here, or which can be accessed from the box above. If you are a CfPA member - remember to use the same email address you registered with at the CfPA.
Will I be able to watch presentations after the event?
Yes, the event will be recorded and available to members shortly after the summit.
Who will be attending the summit?
CfPA summits attract a healthy mix of stakeholders: entrepreneurs & small businesses, investors, financial advisors, securities attorneys, marketing professionals, accountants, journalists and alternative finance enthusiasts..
How many people will be at the summit?
In an effort to deliver an intimate, personal event, the summit is limited to only 500 attendees worldwide.
If 10 employees of my company want to attend, is there a discount?
Yes, CfPA members enjoy discounts to all events produced or sponsored by the CfPA. Company memberships start at 5 persons and offer further benefits, distinction and discounts. You can view all membership information here or write to us at email@example.com to discuss your needs.
Member of the CfPA Board of Directors
Co-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
Former Chief of the Office of International Corporate Finance at SEC
Former General Counsel of the bipartisan Congressional Oversight Panel, the overseer of the Troubled Asset Relief Program (TARP), created to revitalize the U.S. economy after Financial Crisis of 2007-2008 and authorized expenditures of $700 billion.
Chairman of the Board at the CfPA
CEO of Root Origins, an industrial hemp enterprise
Managing Director at National Commonwealth Group, 501(c)(3) organization focused on economic development, currently trained on the restoration of Puerto Rico's sovereignty via food and energy independence
Lifelong entrepreneur and venture catalyst
Recognized pioneer in Education Technology since 1994
Has access to governments and crowds in excess of 13,000 in China, Russia, India, Australia and Europe, maintaining an active network of leading foreign alternative finance bodies with colleagues in over 20 countries.
Instigateur, Writer for Fintech Times
CEO of MediaShares.com, a marketing and funding consultancy
Crowdfunding Marketing Consultant, with extensive experience in Social Media Marketing and the Branding of Retail products online
From 1990 to 1997 Gene worked personally with Ely Callaway, Chairman/CEO of Callaway Golf, creating over four hundred television commercials that introduced and promoted the "Big Bertha" line of golf clubs. During the period of time that Gene worked with Callaway, their total sales increased from $21 million in 1990 to $843 million in 1997.
Co-Founder of Digital Niche Agency
Marketing Agency Leader, Podcast Host, and Global/Digital Speaker
10+ years experience as a "New Media Enthusiast"
Expert in digital channels including Search Engines, Social Media Platforms, Programmatic Ad Exchanges, Influencer Networks, Email Automation, Content Marketing, and Partnerships
CEO and creator RiseUpCrowdfunding
Producer of Crowdfundingroadmap Summit Sponsored by Microsoft
Has been interviewed and quoted in over 67 publications including 7 times in Forbes
Executive Director and President of European BlockTech Federation EBTF
Strategic advisor at Aurigraph.io
Internet pioneer, Blockchain/DLT Strategist, new value chains and transactions highways, open innovation market place designer and strategist
Douglas (Doug) Ellenoff
Co-founder of Ellenoff Grossman & Schole and iDisclose
Securities attorney who focuses on IPOs, SPACs, PIPEs and Crowdfunding
Thought leader and expert on the nuanced legalities of the JOBS Act
Key representative and advocate for the industry, Douglas has actively engaged with the SEC to discuss many aspects of the proposed JOBS Act.
Represented numerous broker-dealers, venture capital investor groups and many corporations involved in the capital formation process.
Brian S. Korn
Partner at Manatt Financial Services
Leads the firm's fintech practice
Under his leadership, the firm was nominated as "Professional Services Firm of the Year" at the 2018 LendIt Industry Awards and "Law Firm of the Year" at the 2017 LendIt Industry Awards.
Chairman of the prestigious Practising Law Institute's Marketplace Lending and Crowdfunding conference
Former Head of Equity Capital Markets and Syndicate Compliance at Barclays Capital
Former Senior Vice President and Assistant General Counsel at Citigroup Global Markets, Inc
Made multiple appearances on Fox Business Television, Bloomberg, CCTV America and National Public Radio commenting on the JOBS Act, including its impact on crowdfunding, peer-to-peer lending, IPOs and market trading dynamics.
First director of the office of the Advocate for Small Business Capital Formation, SEC
Promotes and protects the interests of small businesses and their investors in the SEC, conducts consulting and analytical work in this area.
Co-founder and CEO of KoreConX
The product: Secure, all-in-one platform gives the private market ecosystem the ability to compliantly manage corporate records, captable, funding activities, shareholders, and investors
Cup Table management innovator
Prior to KoreConX, founded SaaS-based, multilingual translation portal, BabelFish Corp. Where he led a team of more than 135 individuals to provide multilingual solutions to 7,600 contractors around the world.
Sherwood (Woodie) Neiss
Principal at Crowdfund Capital Advisors
3-time INC500 winner whose former company won E&Y's Entrepreneur of the Year
Co-founder of FLAVORx, grew the business from one pharmacy to over 80% of the pharmacies in the United States.
Co-author of the Crowdfunding Framework used in the JOBS Act
Researches, analyses and invests in promising FinTech companies focusing on all sectors of the crowdfunding market.
Advisor in SeedInvest, one of the largest crowdinvestment platforms in the world
Founder of Crowdfund Main Street – crowdfunding portal, specializing on woman and diverse founders businesses
Social Entrepreneur, business attorney, over two decades of experience as advisor and attorney
Vice President of CfPA
Advisor at BlissPoint consulting
Former CFO of the third largest company on the 2009 Inc. 500 list
Journalist, author for Forbes with over
One million unique readers
Principal at Crowdie Advisors
Crowdfunding, JOBS Act expert, lawyer (NY/FL Bars) and entrepreneur with over 15 years of legal industry experience
European Centre for Alternative Finance
Member of the advisory board of several industry associations in Europe, China, Africa and the USA and member of the Alternative Finance Industry Leadership Board of Cambridge University
Chairman of Stichting MKB Financiering
Well-known speaker (including a TED Talk on Crowdfunding) on the trends and future of crowdfunding and community finance
Brian P. Christie
Member of the CfPA Board of Directors
CEO of Brainsy – an innovative SaaS company offering the world's first white label social media engagement platform that can reward participants in the form of any fiat currency, blockchain based cryptocurrency, or complementary currency
Served in a board or executive role at companies such at LTVtrade, Promontory Interfinancial Network, and quantumStream
Founder & CEO of Chainhaus
Over 20 years of experience in technology, capital markets, real estate and management
Worked for Lehman Brothers, JPMorgan, Bank of America, Sun Microsystems, SONY and Citigroup
Adjunct professor at Columbia Business School, NYU and CUNY
Author of Amazon 100 bestselling book
Creative strategist, banker, advisor and financial technology executive Advisor for FinTech4Good
Professor of Practice at University of Johannesburg
Former Managing Director at Prestwick Partners
Consummated over $6 billion in transaction volume globally
CEO of Templum Markets
Co-founder of its parent company, Templum
CEO of Liquid Markets Group
Fintech and capital raising expert
Nearly 3 decades of experience as a licensed person in the securities industry
Participated in authoring 16 Comment Letters and Petitions for Rule Change to the SEC and Finra
Consults with members of Congress and Senate
Founder and CEO of KingsCrowd
The first independent equity crowdfunding ratings and analytics provider
Raised 1,2M $ by Crowdfunding
Senior economist with the Division of Market Oversight at the CFTC
Mr. Pullen has over seven years of federal civilian service and over five years with the USMC Reserves. His experiences with the CFTC includes providing economic analysis, consulting, presenting and white papers on: natural gas, oil, refined products, coal, electricity, Bitcoin, data architecture, CDS, swap rulemakings, exchanges, metals and rare earth minerals (REMs)
He has also served as advisor to several task forces to include the: HFT Technology Committee, IOSCO Over-the-Counter Derivatives Task Force, Regulatory Data Committee and FinTech Working Group
Chairman of Crowdfunding Institute of Australia
Investor Entrepreneur, startup adviser and policy influencer
Darshun N. Kendrick
Politican, Member of the Georgia House of Representatives
Corporate Attorney and Investment Advisor
Runs a non-profit Minority Access to Capital, Inc.
Chief of the Office of Small Business Policy in the U.S. Securities and Exchange Commission's Division of Corporation Finance
Former associate and counsel at WilmerHale in New York and Washington, DC, international law firm
Speaker at different Cryptocurrencies and ICO events
Law degree from the University of Pennsylvania Law School and B.A. from Dartmouth College