2025 Regulated Investment Crowdfunding Summit - Detailed Agenda

10:00 AM - 5:30 PM

 Advocacy Meetings 

Capitol Hill + Regulator visits  

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

5:30-7:30 PM

Cocktail Reception

Cocktail Reception   

National Union Building   

918 F St NW, Washington, DC 20004

8:30 AM

Registration & Breakfast 

Event Master of Ceremonies (CfPA MC): 

Vince Bowen, CfPA Board Director, Founder, Mavin Life  

9:00-9:20

Opening                                  

Opening Remarks

Jenny Kassan, 2025 President, Crowdfunding Professional Association (CfPA) 

9:20-9:40

Presentation

State of the Industry Overview 

Chris Lustrino, CEO, KingsCrowd 

9:42-10:15 

Panel

Rewriting the Capital Formation Playbook  What changed in the past year for capital formation and what trends are coming in the next 12-24 months.

Panelists: 

Meighan Leon, Dealmaker

Craig Denlinger, Artesian CPA (CfPA Board Director) 

#3: TBD  

Moderator: TBD

10:15-10:30 

Networking

Short Break + Networking  

10:30-11:00

Presentation

How Financial Regulation Really Gets Made — and What It Means for Reg CF and the Future of Crowdfunding

Speaker: Professor Jim Angel, Georgetown University
Academic Director, FINRA Certified Regulatory and Compliance Professional (CRCP (r)) Program at Georgetown

As a national expert on financial regulation and market structure, Professor Angel brings clarity to how the laws and rules that shape our capital markets actually get made - and what that means for Reg CF, industry operators, retail investors, and startups alike.

11:02-11:40 

Panel

Crowdfunding & Adjacent Innovations: Securities-as-a-Service, Mirror Tokens, and 401(k) Executive Orders for Alternative Assets - a look at the innovation and policies that support capital formation – and sometimes not.  

Panelists: 

Matt Venturi, CEO, Clearingbid  

Andrew Stephenson, CrowdCheck Law (CfPA Board Director) 

#3 TBD    

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

11:42-12:00 

Panel

[Innovation Spotlight] From Ivory Tower to Capital Power – could a university/nonprofit own and operate a Reg CF portal?

Stephanie Geller, Founder & Director, Community Wealth Builders (confirmed)

Dr. Jason Cherubini, Executive-In-Residence, Department of Finance, Loyola University Maryland (confirmed)

12:00-1:00 PM

Lunch  

Lunch + Networking (~1 hour) 

1:01-1:20

Presentation  

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

Presenter: James Murphy, Risk Monitoring Director, FINRA  

1:22-1:58

Panel  

Crypto and Crowdfunding: Could the Rapidly Changing Landscape for Digital Assets Impact the Future of Reg CF and Reg A+?    

Panelists: 

Teresa Goody Guillén, Partner at Baker & Hostetler LLP  
Dina Ellis Rochkind, Counsel Govt. Affairs, Paul Hastings   
Julian A. Haffner, Member, Gordon Feinblatt LLC

Moderator: Brian Korn (Partner - Manatt, Phelps & Phillips + CfPA Board Director) 

2:00 - 2:30 

Fireside Chat

Fireside Chat with SEC Commissioner Hester M. Peirce  

Moderated by Brian Christie, Co-Chair, CfPA (CEO, Brainsy)  

2:30-2:45 

Break

Overflow time + networking break   

Group Photo   

2:45-3:10

Panel 

Crowdfunded and Mission-Driven: The Double Dividend of Impact Investing
How crowdfunding levels the playing field for under-represented founders AND how crowdfunded companies can be more impact-focused than other private companies.

Panelists: 

Jenny Kassan, CEO, Baltimore Community Commons (President, CfPA)  
Devin Thorpe, CEO The Super Crowd Inc. (Co-Chair, CfPA)
Angela Barbash, COO, Revalue (CfPA Board Director)

Moderator: Eric Cox, Netcapital (TBD) (CfPA Board Director)

3:20-3:50 

Panel 

Community is the New Capital:
Emerging Trends and Best Practices for Engaging Communities for Crowdfunding Issuers
A discussion on trends and tactics in helping issuers raise money from their crowd and / or build a crowd for their raise.  

Panelists: 

Jason Fishman, CEO-DNA  (CfPA Board Secretary)
Shelley Golan, Co-Founder & President, Potomac Growth  
Darren Marble, Executive Producer, Going Public   

Moderator: Maria Springer, Founder & CEO, Capital Department

3:51-4:30 

Panel 

From Reg A to the Big Boards: Is  Crowdfunding the New Starting Line for Going Public?

Panelists: 

Mark Elenowitz, Managing Director, Digital Offering LLC 

Rebecca Kacaba, CEO, Dealmaker (invited) + CfPA Board Director or Aaron Shafton, Dealmaker

#3 TBD

Moderator: Andrew Dix, CEO, Crowded Media Group 

4:30-5:00 

Industry Awards Ceremony 

Industry Awards Ceremony 

Join us as we honor and recognize leaders in the industry!  Want to recognize someone? Fill out this form by Friday (9/12) at 9:00 AM PDT   https://docs.google.com/forms/d/e/1FAIpQLSdfh37chUnelC93D4KD8KKhS4fwHxzwvVAGAogHD0ttalZaxw/viewform?usp=dialog  

Closing + Break 

6:00 - 8:00 PM 

Flying out the next day? Want to continue a discussion from earlier in the day?

Stick around for a no-host dinner at a venue (TBD) for conference attendees.