Day 1 (10/22: Tues.) : Advocacy Visits & Pre-event Reception
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10:00 AM - 5:30 Advocacy Meetings
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Capitol Hill + Regulator visits CfPA members registered for the Summit may be eligible to attend some of the advocacy meetings. |
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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) |
Day 2 (10/23: Wed.) : Conference and Summit
Venue: Top of the Town (Top Floor 1400 14th Street North, Arlington, VA)
“One of the most magnificent views in Washington”
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8:30 AM |
Registration & Breakfast |
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9:00-9:30 Opening
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Opening Remarks Brian Christie, CfPA President (2024) (+ Guest Speaker - TBA) |
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9:30-9:40 Presentation 1 |
State of the Industry Overview Brian Belley, CfPA Secretary and CfPA President-elect (2026) |
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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) |
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10:20-10:40 Networking |
Networking |
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10:40-11:00 Presentation 2 |
Tech that Innovates Capital Markets Formation Presenter Matt Venturi, CEO, ClearingBid Platinum Sponsor |
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11:00-11:40 Panel 2 |
Panel 2: Into the Weeds: Rules, Regs, and Ambiguities impacting the industry. Panelists: - Meighan Leon, CLO, Dealmaker - Benji T. Jones, Counsel, Smith Anderson - Andrew Stephenson, Chief Product Officer, CrowdCheck, Inc. Moderator: Jenny Kassan, Founder, The Kassan Group + CfPA President-elect (2025) |
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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 |
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12:10-1:00 PM Lunch |
Lunch + Networking (~1 hour) |
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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 |
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1:20-1:55 Panel 4 |
Panel 4: Retail Investors: Unique Value for Issuer Value Creation, Liquidity, and Exits 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) |
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2:00 - 2:30 Fireside Chat |
Fireside Chat with SEC Commissioner Hester M. Peirce |
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2:30-2:50 Break |
Overflow time + networking break Group Photo on the Rooftop |
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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) |
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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 (invited) Moderator: TBA |
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3:50-4:00 Networking |
Short Networking (10 min) |
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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 Moderator: Jason Fishman, CEO, Digital Niche Agency (CfPA Board Member) DNA is a Platinum Sponsor |
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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 |
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4:50-5:30 PM Industry Awards |
Industry Awards Ceremony MC: Scott McIntyre, CfPA Chairman + Executive Director, WEeconomy |
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This agenda is subject to change. Please revisit prior to the event dates.
Registration: https://events.humanitix.com/cfpa-regulated-investment-crowdfunding-summit-2024
Transportation & Lodging: The nearest airport is DCA. There are no reserved hotels blocked off for this event. The Rosslyn Metro (Arlington VA) is the nearest metro stop and about a 12 minute walk to the venue. (Orange, Silver and Blue lines all pass through Rosslyn)
CfPA Policy Platform: The agenda of the summit and conference is being driven, in part, by the CfPA board approved POLICY PLATFORM.
We're grateful for the support of our sponsors that make this event possible:
Platinum: ClearingBid, Dealmaker , Digital Niche Agency (DNA)
Gold: Angel Funding
Silver: Revalue LLC, Manatt, Phelps & Phillips, LLP
Bronze: Artesian CPA, Crowdfund Holdings Innovators (CHI), Sosnow & Associates PLLC
Impact: Raise Green, Small Change, The Super Crowd Inc.
CfPA Champion: Fintech.TV
We're also grateful for the dedication and support of the all-volunteer board of the CfPA, whose efforts make this event and all CfPA activities possible. Meet the Board. https://cfpa.org/about/#board
#CfPASummit
Join CfPA: https://crowdfundingecosystem.com/join
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The CfPA Regulated Investment Crowdfunding Summit (October 22-23, 2024) focuses on advocacy, innovation, and the growth of crowdfunding as a powerful tool for democratizing capital markets. Day 1 offers direct engagement with policymakers, while Day 2 features expert panels on regulatory updates, tax incentives, impact investing, and cutting-edge deal structures. Attendees will gain valuable insights into market trends, meet key decision-makers, and explore strategies for leveraging crowdfunding to drive growth and inclusion. This summit is essential for industry members looking to stay ahead of regulatory changes and network with leaders shaping the future of crowdfunding.