2026 Regulated Investment Crowdfunding Summit - Detailed Agenda

“Investor Outcomes and Crowdfunding in an Era of AI”

October 20–21, 2026 · National Union Building · Washington, DC

The Regulated Investment Crowdfunding Event of the Year!

Join industry leaders, policymakers, intermediaries, service providers, investors, and innovators for two days of advocacy, strategic networking, and substantive discussion focused on the continued evolution of regulated investment crowdfunding and the broader capital markets.

Overview

Day 1 – Tuesday, October 20, 2026: Advocacy Visits & Pre-event Reception

Morning & Afternoon: Capitol Hill and regulator visits in Washington, DC
3:00 – 5:00 PM: Kingscrowd Live Pitch Showcase
Hear directly from founders currently raising capital as they present their companies and active investment offerings to attendees.
5:30 – 7:30 PM: Cocktail Reception (National Union Building, 918 F St NW, Washington, DC 20004)

Day 2 – Wednesday, October 21, 2026: Summit Conference

8:30 AM – 5:30 PM: Summit programming (National Union Building, 918 F St NW, Washington, DC 20004)
Approximately 6:00 – 8:00 PM: Optional no-host happy hour or dinner at a nearby venue

Day 1 · Tuesday, October 20 — Advocacy & Reception

10:00 AM – 5:00 PM

Advocacy Meetings

Capitol Hill and regulator visits. Additional participation details will be announced.

5:30 – 7:30 PM

Cocktail Reception

National Union Building · 918 F St NW · Washington, DC 20004

Day 2 · Wednesday, October 21 — Conference & Summit

Venue: NATIONAL UNION BUILDING — 918 F St NW, Washington, DC 20004

All times and panels subject to change. Please review the final conference schedule on the morning of 10/21.

8:30 AM

Registration & Breakfast

Event MC: Vince Bowen (CfPA BOD & Founder, Mavin)

9:00 – 9:15

Opening Remarks: Ten Years of Regulation Crowdfunding

Speaker: Brian Belley (CfPA President - 2026 & CTO, Kingscrowd)

9:15 – 9:40

State of the Industry Overview

Description: A high-level look at the regulated investment crowdfunding market, framing the day and setting context for the opportunities, challenges, and trends ahead.

Presenter: Chris Lustrino (CEO, Kingscrowd)

9:40 – 10:15

Panel: Compliance and the Investor Lens

Description: Compliance does not end when an offering closes. This session explores ongoing investor-focused responsibilities and best practices, including Form C-AR reporting, QSBS considerations, investor updates, and long-term investor relations. Can AI be leveraged to meet compliance requirements?

Panelists: Greg Burke (CfPA BOD), Charlie Guidry (Founder, C Guidry Law, PLLC)

Moderator: Andrew Stephenson (CfPA Secretary & CrowdCheck)

10:15 – 10:30

Networking Break

10:30 – 11:05

Panel: Side-by-Side Offerings — Can Reg CF Work Alongside Other Capital-Raising Paths?

Description: An issuer’s capital strategy does not necessarily have to rely on a single exemption. This panel will explore how Regulation Crowdfunding may or may not be used alongside Rule 506(b), Rule 506(c), Regulation A Tier 2, and other exempt fundraising strategies. Panelists will examine why issuers may pursue multiple capital-raising paths, how side-by-side offerings work in practice, and the legal, operational, marketing, and investor-communication considerations that arise when different offerings are conducted concurrently or in close proximity.

Panelists: Sean O'Reilly (CEO, New Columbia Capital), Selma Studer (COO, Capital Department), Mark Perlmutter (Founder, Planet Positive Investing Club)

Moderator: Julian Haffner (Gordon Feinblatt LLC)

11:05 – 11:40

Panel: The Next Wave of Crowdfunding Innovation

Description: What is coming next, what is now possible, and which trends may reshape the market? The discussion will include innovative deal structures such as revenue sharing and royalties, along with the growing importance of “instrument fit”- matching the investment instrument to the issuer’s business model, growth strategy, and investor community.

Panelists: Jonny Price (Wefunder), Andrew Field (Executive Lead - UK, Global Equity Crowdfunding Alliance - GECA), Hazem Dawani (CEO, GigaStar)

Moderator: Scott McIntyre (Vice Chair of CfPA & Executive Director, WEconomy)

11:40 AM – 12:15 PM

Panel: Modernizing the Exempt Offering Framework; Crowdfunding and Crypto

Description: How should existing exemptions evolve, and where might new exemptions or frameworks be needed? This policy-focused discussion will consider modernization of the exempt offering ecosystem and provide a look at the SEC's proposed Regulation Crypto Assets ("Reg CA"). The panel will attempt to answer: Isn't Reg CA just another form of crowdfunding?

Panelists: Brian Korn (CfPA BOD, Manatt), Sara Hanks (CfPA BOD & Crowdcheck), Dina Ellis Rochkind (Founder and CEO of DNA Government Solutions)

Moderator: Meighan Leon (CfPA BOD)

12:15 – 1:15 PM

Lunch & Networking

1:15 – 1:40

FINRA Session: Funding Portals in an Era of AI

Description: A regulator’s perspective on funding portals, investor protection, supervision, and the expected impact of rapidly proliferating artificial intelligence tools on market participants and regulatory oversight.

Presenter: James Murphy, FINRA

1:45 – 2:15

VIP Fireside Chat: Inside the Exempt Offering Framework
Description: Reg CF, Reg A, Reg D and the intrastate exemptions were built at different times for different purposes, and a proposed crypto regime would add another. A practical conversation on how the framework fits together, how exemptive rules get made, and what makes an industry voice useful to the people writing them.

Guest: Sebastian Gomez Abero, Deputy Director, Legal and Regulatory Policy, Division of Corporation Finance at the U.S. Securities and Exchange Commission (SEC)

Moderator: Brian Christie (Vice Chair of CfPA & Co-founder of BioTech Funding Portal)

2:15 – 2:30

Networking Break · Group Photo

2:30 – 3:10

Panel: From Reg CF to Reg A and Beyond - Sequencing the Capital Formation Journey

Description: Regulation Crowdfunding does not have to be a one-time financing event. This panel will examine how companies can think strategically about sequencing capital raises as they grow - beginning with Reg CF, potentially progressing to Regulation A, and ultimately considering direct listings, exchange listings, or other public-market pathways. The discussion will focus on when each stage may make sense, what an issuer should be building toward between raises, and how decisions made early in the capital formation process can affect later financing options.

Panelists: J. Martin "Marty" Tate (Massey Bean & Lewis), Mike Boswell (Digital Offering), Matt Venturi (CEO, ClearingBid)

Moderator: Jason Fishman (CfPA Vice President - 2026 & CEO, DNA)

3:10 – 3:45

Panel: Community Is Still the New Capital and the Impact of AI

Description: What actually works for issuer and investor acquisition? This panel will examine community building, campaign marketing, storytelling, channel strategy, conversion, retention, and the realistic roles of issuers, platforms, and service providers. What impact is AI having on crowdfunding campaigns and marketing?

Panelists: Aaron Shafton (Managing Director, Dealmaker), Dawson Russell ( Co-Founder & CEO, RaiseLaunch)

Moderator: Jason Fishman (CfPA Vice President - 2026 & CEO, DNA)

3:45 – 4:20

Panel: Crowdfunding for Community Wealth, Impact, and Underserved Founders

Description: How regulated investment crowdfunding can expand access to capital, strengthen local and community wealth, support mission-driven enterprises, and create more opportunity for founders and investors historically underserved by traditional capital markets.

Panelists: Jenny Kassan (CfPA Chair 2026 & Senior Attorney, CurrentShift Legal), Nicole Guerrieri (CEO, Pop Venture), Chris Miller (CEO, NC3)

Moderator: Devin Thorpe (Vice Chair of CFPA & CEO, The SuperCrowd Inc.)

4:20 – 5:00

Point / Counterpoint: Will AI Strengthen or Undermine Crowdfunding?

Description: A structured debate on the promise and risks of artificial intelligence in regulated crowdfunding. Topics may include investor education, issuer diligence, fraud detection, cybersecurity, fake identities, disclosure quality, privacy legislation, compliance, trust, and whether AI will ultimately broaden access or create new forms of harm.

Participants: Eric Cox (CfPA BOD & SSM Law), Neera Patel (Chief Product Officer, Ironstone)

Moderator: Aaron Klein (Miriam K. Carliner Chair and senior fellow in Economic Studies at the Brookings Institution)

5:00 – 5:20

2026 Industry Awards

Recognizing individuals and organizations advancing regulated investment crowdfunding.

5:20 – 5:30

Closing Remarks & Wrap Up

Speaker: Brian Belley (CfPA President - 2026 & CTO, Kingscrowd) and Jason Fishman (Incoming President CfPA - 2027 & CEO, DNA)

Approximately 6:00 – 8:00 PM

Optional no-host happy hour or dinner at a nearby venue. Details to be announced.

Choose Your Summit Experience

VIP — Conference + Reception

Full access to the Summit, including the exclusive Tuesday evening reception and the complete Wednesday conference program. Designed for attendees seeking the strongest networking and engagement opportunities.

Conference Only

Access to all Wednesday conference sessions, including panels, fireside chats, regulatory discussions, and industry awards. This ticket does not include the Tuesday evening VIP reception.

Reception Only

Access to the exclusive Tuesday evening networking reception. This ticket does not include the Wednesday conference program.

CfPA Member Benefit: CfPA members receive access to discounted conference tickets. Not yet a member? Join today.

This preliminary agenda is subject to change. Speakers, sponsors, and additional program details will be added as they are confirmed.

Refund Policy: Refunds are available up to seven days before the event.

Transportation & Lodging: Nearest airport: DCA. Hotel information will be added as available.

Nearest Metro Stops:
Gallery Place - Chinatown - Red, Green & Yellow Lines (approximately 1 block)
Metro Center - Red, Orange, Blue & Silver Lines (approximately 2 blocks)