CFPA Reveals Agenda for Crowdfunding Summit in DC

The Crowdfunding Professional Association (CfPA) has published its agenda for the Third Annual Crowdfunding Summit scheduled for December 2nd in Washington, DC.

Sam Guzik, President of the CfPA, stated;Sam Guzik and Ryan Feit at CFIRA Event 2014

“As we head into 2016 there is greater need for “JOBS Act Industry” participants to exchange current information, discuss and evaluate best practices, and target areas where further regulatory or legislative change is necessary. Though we now have a solid foundation to move forward, we are only at the very beginning of what portends to be an historic multi-year journey in largely uncharted waters.”

The CfPA is an advocacy group that works to support the nascent industry of crowdfunding. Leadership interacts with elected officials, regulatory bodies, innovative Fintech startups as well as traditional financial firms, interested in building a healthy ecosystem of internet finance. The past year has been very active seeing final rules under Title IV and Title III of the JOBS Act – both forms of investment crowdfunding. These two securities exemptions, along with Title II accredited crowdfunding, will usher in a new generation of access to capital and investment opportunity.

CFPA SpeakersThis year’s theme, Outlook and Opportunities for 2016, will highlight new developments and practices in crowdfinance, and will be led by some of the most influential names in the industry as well as prominent legislative and regulatory officials. The program will also include the presentation of the CfPA’s 2015 Inaugural Crowd-Defender Award.

Expected participants will include SEC officials and state regulators, legislative officials, founders and operators of leading crowdfunding platforms, leading legal, financial, accounting and marketing professionals, academic thought leaders, and nationally recognized industry advocates.

The public is welcome to attend, and those registering for this year’s Summit will automatically receive a one-year individual membership in the CfPA.


The Agenda
(Subject to Change)

8:30am-8:45am Opening Remarks
Dara Albright, Sam Guzik

8:45am-9:30am Title III Has Finally Arrived! Now What?
Sara Hanks, Kim Wales, Alon Hillel-Tuch, Daryl Bryant, Doug Ellenoff (M)

9:35am-10:05am Thoughts on Final Title III Rules & the Future of Unaccredited Crowdfunding
Keynote by Congressman McHenry

10:10am-10:45am What We Can Glean from Title II
Chris Tyrrell, Chance Barnett, Ryan Feit (M)


10:50am-11:30am Reg A+ and the Rebirth of the Small Cap IPO
Steve Sadler, Craig Denlinger, Sebastian Gomez, Darren Marble, Scott Purcell (M)

11:35am Where Intrastate Crowdfunding is Headed
By Georgia Secretary of State, Brian Kemp

11:45am-12:15pm How Intrastate Crowdfunding Will Influence Federal Crowdfunding Laws
Secretary Brian Kemp, Vincent Russo,amy Cortese, Thell Woods, Anthony Zeoli (M)

12:20pm-1:00pm Legislative & Regulatory Landscape for SME Capital Formation in 2016 / Advocacy
Sam Guzik, John Berlau, Karen Kerrigan, David Burton (M)

1:00pm-2:00pm Buffet Lunch & Networking

2:00pm-2:20pm How Data will Drive the New AltFi Marketplace
Presentation by Richard Swart

2:25pm-3:05pm Creating Vibrant Venture Exchanges & Secondary Markets
Tom Lawson, Joe Bartlett, Michael Sauvante, Cromwell Coulson (M)

3:10pm-3:50pm How FinTech is Transforming Securities Offerings
Steve Dresner, Roger Hauptman, Blaine McLaughlin, Georgia Quinn (M)

3:55pm-4:35pm The Explosion of Real Estate Crowdfunding
William Skelley,amy Wan, Brandon Goetzman, Eric Eckardt, Jordan Fishfeld (M)


4:40pm 5:15pm Reg A+ and its Impact on Fixed Income Investing
Nick Bhargava, John Pigott, Brian Korn (M)

5:20pm 5:55pm Entrepreneurship, Startups, Financing
Gene Massey, Kevin Provost, Victoria Silchenko, Scott McIntyre (M)

6:00pm-6:20pm Closing Keynote: How Micro-alternative Investing will Impact Wall Street
Steve Wallman

6:20pm Closing Remarks
Scott McIntyre

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