CfPA Regulated Investment Crowdfunding and Leadership Summit 2024 - Detailed Agenda

10:00 AM - 5:30

 Advocacy Meetings

Capitol Hill + Regulator visits  

CfPA members registered for the Summit may be eligible to attend some of the advocacy meetings.     

5:30-8:00 PM

Cocktail Reception

Sunset Cocktail Reception  

Top of the Town - Top Floor and Rooftop (1400 14th Street North, Arlington, VA) 

(Streaming Music by DJ Scott McIntyre)   

8:30 AM

Registration & Breakfast 

9:00-9:20

Opening

Opening Remarks

Brian Christie, CfPA President (2024)

9:20-9:40

Presentation 1

State of the Industry Overview 

Brian Belley, CfPA Secretary and CfPA President-elect (2026)   

9:40-10:20 

Panel 1

Panel 1: Impact Squared: How crowdfunding levels the playing field for under-represented founders AND how crowdfunded companies can be more impact-focused than other private companies. 

Panelists: 

- Bill Huston, Founder, CrowdMax  

- Dutch MacDonald, Advisor, Small Change 

- Jackie Logan, Co-Founder & President, Raise Green 

- Angela Barbash, CEO, Revalue LLC  

Moderator: Devin Thorpe, CEO and Founder, The Super Crowd Inc.  (CfPA Board Member)

10:20-10:40 

Networking

Networking  

10:40-11:00

Presentation 2 

Tech that Innovates Capital Markets Formation

Presenter Matt Venturi, CEO, ClearingBid (Platinum)

11:00-11:40 

Panel 2 

Panel 2: Into the Weeds: Rules, Regs, and Ambiguities impacting the industry.  

Panelists: 

- Meighan Leon, CLO, Dealmaker (Platinum)

- Benji T. Jones, Counsel, Smith Anderson  

- Andrew Stephenson, Chief Product Officer, CrowdCheck, Inc. 

Moderator:  Jenny Kassan, Founder, The Kassan Group + CfPA President-elect (2025)

11:40-12:10 

Panel 3

Panel 3: The Case for Tax Incentives: Opening up the opportunity for all Americans to build Wealth. Tax incentive from the CfPA policy platform. 

Panelists: 

- Marne Marotta, Managing Director, Arnold & Porter 

- Sherwood Neiss, Principal, Crowdfund Capital Advisors, LLC  

- Devin Thorpe, CEO and Founder, The Super Crowd Inc.    

Moderator: Andrew Dix, Founder and CEO of Crowded Media Group LLC

12:10-1:00 PM

Lunch  

Lunch + Networking (~1 hour) 

1:00-1:20

Presentation 3  

Best Practices in Launching and Operating a Reg CF Portal: A Regulator's Perspective

Presenter: James Murphy, Risk Monitoring Director, FINRA  

1:20-1:55

Panel 4 

Panel 4: Unlocking Value for Issuers through the Power of Retail Investors: Liquidity, Exits, and the IPO Dilemma

Panelists: 

- Mona DeFrawi, CEO, Radivision  

- Rod Turner, CEO, Manhattan Street Capital

- Craig Denlinger, CPA, Managing Partner, Attest Services, Artesian CPA  

Moderator:  Vince Bowen, Founder, Mavin Life (CfPA Board Member)

2:00 - 2:30 

Fireside Chat

Fireside Chat with SEC Commissioner Hester M. Peirce  

2:30-2:50 

Break

Overflow time + networking break   

Group Photo on the Rooftop 

2:50-3:20

Panel 5

Panel 5: What a Deal! From revenue sharing to fractional shares - innovation in Crowdfunding deal structuring is opening the door to a diverse range of issuers and deal opportunities.   

Panelists: 

- Brian Korn, Partner, Head of Fintech, Manatt  

- Jenny Kassan, Founder, The Kassan Group + CfPA President-elect (2025)

- Fred Pena, President, Angel Funding        

Moderator: Sara Hanks, Founder, CrowdCheck, Inc. and CrowdCheck Law LLP (CfPA Board Member)

3:20-3:50 

Panel 6

Panel 6: “Plumbing” and Adjacent Innovation: Not every challenge requires new policies or rule-making. With the rise of innovative tools like Donor-Advised Funds (DAFs), linked IRAs, and other emerging infrastructure, the industry is finding creative ways to drive progress. As the sector evolves, complementary technologies are also coming online, further accelerating growth and innovation.

Panelists: 

- Jackie Logan, CoFounder & President, Raise Green  

- Sherwood Neiss, Principal, Crowdfund Capital Advisors, LLC 

- Kayle Watson, Head of Operations and BD, ClearingBid (Platinum)   

Moderator: Brian Korn, Partner, Head of Fintech, Manatt  

3:50-4:00 

Networking

Short Networking (10 min) 

4:00-4:30 

Panel 7

Panel 7: Connecting the Dots: Marketing remains a key challenge for crowdfunding issuers and with constraints on marketing practices, hard work is required to get deals seen by investors. We consider best practices for marketing and outreach that enable a company to remain compliant with regulations. We also wonder, is there a better way?      

Panelists: 

- Eric Cox, Head of Growth, Netcapital  

- Stephanie Geller, Director, Community Wealth Builders 

- Hillary Applin, President & Executive Producer, Go Fund Yourself! (Platinum)

Moderator: Jason Fishman, CEO, Digital Niche Agency (CfPA Board Member) (Platinum)

4:30-4:50 

Presentation 4

 (+ Closing)

New Horizons for Regulated Investment Crowdfunding - Could StakeHolder Equity and the Crowd Become an Alternative to Private Equity? 

Presenter: Brian Christie, 2024 President, CfPA + Advisor, Crowdfund Holdings Innovators (CHI)    

Closing remarks to General Session 

4:50-5:30 PM

Industry Awards 

Industry Awards Ceremony 

A few words from Meighan Leon, Dealmaker (Platinum) 

MC: Scott McIntyre, CfPA Chairman + Executive Director, WEeconomy 

Join us as we honor excellence across five key award categories:

The Social Impact Award: Acknowledging a Reg CF issuer whose work has made a measurable and lasting positive social impact.

The Rocket Launch Award: From Zero to $4.5 Million (in 180 Days or Less) – Celebrating an explosive Reg CF debut that demonstrates rapid success and momentum.

The Trailblazer Award: Recognizing pioneers in crowdfunding infrastructure development who are paving the way for the future of Reg CF and Reg A.

The Cool Innovator Award: Honoring groundbreaking first-of-a-kind (FOAK) or eco-friendly projects that set a new standard for sustainability and a greener planet (Reg CF or Reg A).

The CfPA Pay it Forward Award: Celebrating a CfPA member or partner who embodies the spirit of generosity and leadership by paying it forward within the crowdfunding community.