2025 Regulated Investment Crowdfunding Summit

“Shaping the Future of Capital Formation”

October 21–22, 2025 · National Union Building · Washington, DC

Missed the event? Watch the replay on Youtube.

Overview

Day 1 – Tuesday, October 21, 2025: Advocacy Visits & Pre-event Reception

AM & Afternoon: Constituent drop-ins (Capitol Hill) and regulator visits (DC)
5:30 – 7:30 PM: Cocktail Reception (@ National Union Building, 918 F St NW, Washington, DC 20004)

Day 2 – Wednesday, October 22, 2025: Summit Conference

8:30 AM–5:30 PM: Detailed agenda below. (@ National Union Building, 918 F St NW, Washington, DC 20004)
~6:00 – 8:00 PM: No-host happy hour / dinner (nearby venue TBD)

Day 1 · Tuesday, Oct 21 — Advocacy & Reception

10:00 AM – 5:30 PM

Advocacy Meetings

Capitol Hill & regulator visits. CfPA members registered for the Summit may be eligible to attend some meetings.

5:30 – 7:30 PM

Cocktail Reception

National Union Building · 918 F St NW · Washington, DC

Day 2 · Wednesday, Oct 22 — Conference & Summit

Venue: NATIONAL UNION BUILDING — 918 F St NW, Washington, DC 20004

8:30 AM

Registration & Breakfast

Event MC: Vince Bowen — CfPA Board Director; Founder, Mavin Life

9:00 – 9:20

Opening Remarks

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

9:20 – 9:40

State of the Industry Overview

Chris Lustrino — Chief Executive Officer, KingsCrowd

9:42 – 10:15

Panel: Rewriting the Capital Formation Playbook

Description: Capital markets are shifting quickly—from regulatory changes to new financing structures and the rise of retail and institutional participation via alternative channels. This panel explores what changed in the past year across deal structuring, compliance, accounting, and investor engagement—and which trends will define the next 12–24 months.

Panelists:

Meighan Leon — CLO, Dealmaker

Craig Denlinger — Managing Partner, Artesian CPA (CfPA Board Director)

J. Martin Tate — Partner, Kunzler Bean & Adamson

Moderator: Devin Thorpe — CEO, The Super Crowd Inc. (Co-Chair, CfPA)

10:15 – 10:30

Short Break + Networking

10:30 – 11:00

Panel: Patchwork & Plumbing — Regulatory Fragmentation Abroad & Fiduciary Constraints at Home

Description: Inconsistent regimes abroad limit cross-border participation and platform expansion. Domestically, RIAs and fund managers face fiduciary, custody, and operational constraints that hinder adoption of Reg CF as an asset class. What fixes could unlock mainstream scale?

Panelists:

Andrew Field — Executive Lead (UK), Global Equity Crowdfunding Association (GECA)

Angela Barbash — COO, Revalue (CfPA Board Director)

Moderator: Brian Christie — Co-Chair, CfPA (CEO, Brainsy, Inc. & Co-founder, BioTech Social Inc.)

11:02 – 11:40

Platinum Sponsor Spotlight:

A Word (and 3 Minutes) from Potomac Growth

Panel: Crowdfunding & Adjacent Innovations

Description: Securities-as-a-Service, mirror tokens, and retirement-policy proposals are reshaping issuance, compliance, and distribution. How do these developments connect to (or diverge from) regulated crowdfunding, and what do they signal for the future of capital formation?

Panelists:

Matt Venturi — CEO, ClearingBid

Andrew Stephenson — Attorney, CrowdCheck Law (CfPA Board Director)

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

11:42 – 12:00

Innovation Spotlight

From Ivory Tower to Capital Power — Could a university or nonprofit own and operate a Reg CF portal?

Speakers:

Stephanie Geller — Founder & Director, Community Wealth Builders

Dr. Jason Cherubini — Executive-in-Residence, Dept of Finance, Loyola University Maryland

12:00 – 1:00 PM

Lunch + Networking

Platinum Sponsor Spotlight:

A Word (and 3 Minutes) from CrowdCheck

1:00 – 1:20

Best Practices in Launching & Operating a Reg CF Portal — A Regulator’s Perspective

Description: What it takes to launch and operate a successful portal: pitfalls for new portals, effective supervisory structures, investor-protection obligations, and exam readiness.

Presenter: James Murphy — Risk Monitoring Director, FINRA

1:22 – 1:58

Panel: Crypto & Crowdfunding

Description: With SEC guidance evolving and Congressional proposals (e.g., the Clarity Act) in motion, what could changing digital-asset policy mean for Reg CF and Reg A+? Where might clearer rules unlock opportunities—or introduce new challenges—for issuers, investors, and intermediaries?

Panelists:

Teresa Goody Guillén — Partner, Baker & Hostetler LLP (invited)

Dina Ellis Rochkind — Counsel, Government 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 with SEC Commissioner Hester M. Peirce

Moderator: Brian Christie — Co-Chair, CfPA (CEO, Brainsy, Inc. & Co-founder, BioTech Social Inc.)

Description: A candid discussion on capital formation and investor protection—what’s ahead for the exempt-offering ecosystem, and how market participants can contribute constructively to policy.

2:30 – 2:45

Overflow Time + Networking Break · Group Photo

2:45 – 3:15

Panel: Crowdfunded & Mission-Driven — The Double Dividend of Impact Investing

Description: Crowdfunding expands access to capital and reshapes who gets funded. Many crowdfunded companies are more mission-driven than private-market peers, delivering financial and social returns.

Panelists:

Devin Thorpe — CEO, The Super Crowd Inc. (Co-Chair, CfPA)

Eve Picker — CEO, Small Change (CfPA Board Director)

Moderator: Jenny Kassan — CEO, Baltimore Community Commons (2025 President, CfPA)

3:20 – 3:50

Panel: Community Is the New Capital

Description: In crowdfunding, community is the most valuable asset. Best practices for storytelling, digital marketing, campaign management, and long-term engagement that extend beyond the initial 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

Platinum Sponsor Spotlight:

A Word (and 3 Minutes) from DNA (Digital Niche Agency)

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

Description: For some issuers, Reg CF/Reg A+ is a launchpad. How crowdfunding can serve as a viable on-ramp to national exchanges—opportunities, challenges, and what founders and intermediaries should know.

Panelists:

Mark Elenowitz — Managing Director, Digital Offering LLC

Aaron Shafton — Managing Director, Dealmaker Securities

Moderator: Andrew Dix — CEO, Crowded Media Group

4:30 – 5:00

Platinum Sponsor Spotlight:

A Word (and 3 Minutes) from DealMaker

Industry Awards Ceremony

Honoring leaders in the industry.

5:00 PM

Closing remarks

~6:00 – 8:00 PM

Flying out the next day? Want to continue the conversations? Stick around a for a friendly, no-host dinner at the nearby Dirty Habit Restaurant - 555 8th Street NW Washington DC 20004 https://bsy.is/DIqtZ

This agenda is subject to change. Please revisit prior to the event dates.

Transportation & Lodging: Nearest airport: DCA. No reserved hotel block.

Nearest Metro Stops:
Gallery Place–Chinatown — Red & Green Lines (~1 block)
Metro Center — Red, Orange, Blue & Silver Lines (~2 blocks)

2025 Regulated Investment Crowdfunding Summit - Detailed Agenda