The Reg A & Crowdfunding Conference 2024

The Reg A & Crowdfunding Conference features the largest gathering of deal-makers and companies interested in raising capital through the use of Regulation A and CF.

DealFlow Events is pleased to offer the complete set of audio/video recordings from this event along with the official Event Book & Resource Guide.

If you missed the conference, you can still benefit from all the education of attending the event. Purchase the archive event kit today or call us at (516) 876-8006 or email team@dealflowevents.com with questions.

June 19, 2024

6:30 PM - 9:00 PM

Sunset Cocktail Party at the Westchester Country Club

Hosted by B2i Digital, Public Yield Capital, Digital Niche Agency, and Entoro

June 20, 2024

8:50 AM - 9:00 AM

Opening Remarks

9:00 AM - 9:20 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

speaker-1

Stormer Santana

Director of Sales
Dalmore Group

9:20 AM - 9:40 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

9:40 AM - 10:00 AM

Presentation

Reg A, Reg CF, Reg D: How to Build Your Optimal Strategy

  • 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

10:00 AM - 10:20 AM

Presentation

Modern Investor Relations - Leveraging Digital Communications and Data in Online Capital Raising

speaker-1

Jonathan Stidd

CMO
DealMaker

10:20 AM - 10:50 AM

Networking Break

10:50 AM - 11:30 PM

Company Quick Pitches

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

11:30 AM - 11:50 AM

Presentation

The Crowdfunding Genome - Mapping the Future of Investment Crowdfunding

  • 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

11:50 AM - 12:10 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

12:10 PM - 12:40 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

12:40 PM - 1:40 PM

Lunch

1:40 PM - 2:20 PM

Company Quick Pitches

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

2:20 PM - 2:50 PM

Panel

Defining Company Objectives and Strategizing for a Successful Capital Raise

  • When it makes sense to list before completing a 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

2:50 PM - 3:30 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

Caroline Strzalka

Co-Founder and Chief Operating Officer
Overplay

speaker-4

Scott Hansen

Founder
Island Brands USA

speaker-5

Siva Nadarajah

Co-founder & President
JOGO Health

3:30 PM - 4:10 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

4:10 PM - 4:30 PM

Networking Break

4:30 PM - 5:10 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

Topiltzin Gomez

Head of Capital Strategies
Honeycomb Credit

Panelist

speaker-3

Chris Lustrino

Founder & CEO
KingsCrowd

Panelist

speaker-4

Alexandria Fisher

CEO & CCO
Netcapital Securities Inc.

5:10 PM - 5:30 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

speaker-5

Steve Masur

Partner
Raines Feldman Littrell LLP

Speaker

5:30 PM - 5:35 PM

Closing Remarks

5:35 PM - 6:30 PM

Cocktail Reception

Premier Sponsor

Dalmore Group logo

Gold Sponsor

DealMaker logo

Silver Sponsors

Crowdfunding Lawyers logo
EquiDeFi logo

Promotional Sponsors

B2i Digital logo
RRBB logo

Media Sponsors

MediaShares logo
Investor Brand Network logo
CfPA logo
SuperCrowd logo
Deal Flow Xchange logo
Newsfile logo
Crowdfund Capital Advisors logo
Crowdfund Insider logo
Mission Matters logo