June 20, 2024

9:00 AM - 9:15 AM

Opening Remarks

9:20 AM - 9:40 AM

Presentation

State of the Market - Reg A and Crowdfunding Today

  • Summary of the history and current data
  • Overview of recent deals and their impact on future ones
  • Predictions about the future of Reg A and crowdfunding

9:45 AM - 10:05 AM

Presentation

The Best Crowdfunding Strategy That No One Is Talking About!

  • Implementing integrated Side by Side™ Reg D with Reg CF offerings
  • Raising $5,000,000 from Everyone and $5,000,000+ from Accredited Investors
  • The best of all worlds without the time and expense of Reg A qualification

speaker-1

Nathaniel Dodson

Partner
Crowdfunding Lawyers

Speaker

10:10 AM - 10:30 AM

Presentation

Reg A & Crowdfunding by the Numbers: Projection of 2024 Deal Activity

  • Projection of deal activity numbers for 2024
  • Review of historical data and its impact on the market today and tomorrow
  • Discussion of current market conditions and their potential impact

speaker-1

Woodie Neiss

Co-Founder
Crowdfund Capital Advisors

Speaker

10:30 AM - 11:00 AM

Networking Break

11:00 AM - 12:00 PM

Company Quick Pitches

Listen to compelling three-minute elevator pitches from exciting companies to discover viable investment opportunities.

12:00 PM - 12:20 PM

Presentation

Reg A, Reg CF, Reg D - Harmonizing SEC Rules for Optimal Benefits and Returns

  • Discussion of Reg A, Reg CF, and Reg D
  • History and future of SEC rules
  • Harmonizing SEC rules for optimal benefits and returns

speaker-1

Etan Butler

Chairman
Dalmore Group

Speaker

12:20 PM - 12:40 PM

Fireside

Stairway to Victory: Using Reg CF to Get to Reg A

  • How companies can climb to success by using Reg CF to get to Reg A
  • Strategies to raise funds and interest through CF to be ready for Reg A
  • Taking it from $5 million to $75 million and beyond - what about Reg D?

speaker-1

Danielle Godfrey

CEO
SetApart Accountancy Corp

Speaker

speaker-2

Mark Elenowitz

Managing Director
Digital Offering

Speaker

12:40 PM - 1:05 PM

Round Table

New Era of Opportunity: Unlocking Hidden Potential for Reg A Crowdfunding

  • Learn about untapped opportunities
  • Develop a framework for evaluating ideal Reg A projects
  • Hear about trends shaping the future of the Reg A crowdfunding industry

speaker-1

Dr. Mona S. Jhaveri

Founder/Director
Music Beats Cancer

Speaker

speaker-2

Brian Christie

President
Crowdfunding Professional Association (CfPA)

Speaker

speaker-3

Andrew Dix

Founder & CEO
Crowdfund Insider

Speaker

speaker-4

Mohit Bhansali

Co-Founder
EquiDeFi

Speaker

1:05 PM - 2:00 PM

Lunch

2:00 PM - 2:30 PM

Panel

Sowing Seed: When It Makes Sense to List Before Completing a Capital Raise

  • Defining company objectives and strategizing for a successful capital raise
  • Understanding when and why it makes sense to list before raising capital
  • The devil in the details and the importance of due diligence

speaker-1

Joe Oltmanns

Senior Vice President
OTC Markets

Panelist

speaker-2

John Panaccione

CEO
Folla Capital

Panelist

speaker-3

Iquo Essien

Founder & CEO
Crowdfund Your Dream

speaker-4

Karen Rands

Founder & CEO
Kugarand Capital Holdings

2:30 PM - 3:00 PM

Panel

Secrets Revealed: Crowdfunding Success Stories

  • Due diligence, innovation and creativity to resonate with your target audience
  • Understanding investor motivations and making connections
  • Value, legalities, and other secrets revealed in recent CF success stories

speaker-1

Gene Massey

Founder
MediaShares

Speaker

speaker-2

William Smith

Founder and President
Infinity Fuel Cell and Hydrogen, Inc.

Panelist

speaker-3

Jeremy Barnett

CEO & Co-Founder
RAD AI

speaker-4

Caroline Strzalka

Co-Founder and Chief Operating Officer
Overplay

3:00 PM - 3:45 PM

Panel

See a Tree Within the Forest: Making Crowdfunding Campaigns Stand Out from the Crowd

  • Understanding your target audience to craft a compelling story that resonates
  • Promotional strategies that get heard above the din of the clamoring crowd
  • Importance of innovation, creativity, and testing the waters using real data

speaker-1

Manuj Grover

VP, Business Development & Partnerships
Public Yield Capital

Panelist

speaker-2

Jason Cherubini

CFO/COO
Dawn's Light Media

Panelist

speaker-3

Seth Farbman

Chairman & President
VStock Transfer

Panelist

speaker-4

David Shapiro

CEO
B2i Digital

Panelist

speaker-5

Jason Fishman

CEO & Co-Founder
Digital Niche Agency

Panelist

3:45 PM - 4:10 PM

Networking Break

4:10 PM - 4:50 PM

Round Table

Harness the Power of Technology: Choosing the Right Platforms to Market Deals and Process Transactions

  • How to evaluate and select the right technology platforms
  • Using technology for deal marketing and transaction processing
  • Comparing platforms based on goals and performance

speaker-1

Harrison Bert

Director of Fundraising
StartEngine Crowdfunding

Panelist

speaker-2

Charles Yeomans

CEO
AtomBeam Technologies

Panelist

speaker-3

Topiltzin Gomez

Head of Capital Strategies
Honeycomb Credit

Panelist

speaker-4

Chris Lustrino

Founder & CEO
KingsCrowd

Panelist

4:50 PM - 5:20 PM

Panel

Era of Evolution: Types of Crowdfunding, Broker-Dealer Roles and Cross Border Considerations

  • Discussion of reward, donation, equity, debt, and royalty-based crowdfunding
  • Overview of the role broker-dealers play in effective crowdfunding
  • Cross-border considerations such as KIIS. regulations, and more

speaker-1

Joe Merrill

Partner
Sputnik ATX VC

Speaker

speaker-2

Rich Myers

Founder and Managing Partner
Profile Advisors

Speaker

speaker-3

Sean Levine

Managing Director
Entoro

Speaker

speaker-4

Benji Taylor Jones

Counsel
Smith Anderson Law Firm

Speaker

5:20 PM - 5:30 PM

Closing Remarks

Innovative Programming + Unmatched Networking

The Reg A & Crowdfunding Conference 2024 features leaders in the space discussing the latest trends, case studies, and best practices in Reg A and CF. Here are just some of the topics we’re developing for the 2024 conference:

  • The current environment for raising capital through Reg A and Crowdfunding deals
  • Reg A & Reg CF by the numbers: A projection of 2024 deal activity based on market conditions and historic data
  • Crowdfunding: When venture debt and business loans aren’t an option
  • Seeing a tree within the forest: How to make a Crowdfunding campaign stand out
  • Choosing a filing preparation service: What makes a compelling prospectus?
  • How to determine whether Reg A or a Crowdfunding campaign will bring the most benefit to your company
  • How to market Reg A and Crowdfunding offerings in the current climate
  • Protecting your IP during a Crowdfunding campaign
  • Evaluating the core Crowdfunding variations: Equity-based vs. debt-based
  • Pros and cons of a Crowdfunding offering
  • Benefits of Alternative Trading Systems (ATS)
  • Under what circumstances can you use an ATS for a public offering?
  • OTC Public Offerings: How, why and when to take this approach
  • When it makes sense to list before completing a capital raise
  • Achieving liquidity for insiders and early investors
  • Legislative and regulatory updates on Reg A and Reg CF
  • How to use a Reg A offering as a launch pad for joining the NYSE or Nasdaq
  • How much will this cost? A look at fees, deal structures and expenses for Reg A and Crowdfunded offerings
  • Differences, including advantages and disadvantages, between Regulation A and Regulation D Rule 506(c) offerings
  • Updates on reporting requirements, including federal regulations governing Reg A Tier 1 and Tier 2 offerings
  • How Crowdfunding impacts Reg A
  • Using social media and understanding the forms of communication that regulators allow
  • Online and offline marketing tactics
  • Evaluating and selecting the right technology platforms for deal marketing and transaction processing
  • Benefits of orchestrating a “testing the waters” campaign to gauge investor interest
  • Understanding offering statements, public filing requirements and using the SEC’s EDGAR system
  • How the SEC comment process can affect (i.e., delay and prolong) your capital raise