2026 Regulated Investment Crowdfunding Summit - Detailed Agenda

“Investor Outcomes and Crowdfunding in an Era of AI”

October 20–21, 2026 · National Union Building · Washington, DC

The Regulated Investment Crowdfunding Event of the Year!

Join industry leaders, policymakers, intermediaries, service providers, investors, and innovators for two days of advocacy, strategic networking, and substantive discussion focused on the continued evolution of regulated investment crowdfunding and the broader capital markets.

Overview

Day 1 – Tuesday, October 20, 2026: Advocacy Visits & Pre-event Reception

Morning & Afternoon: Capitol Hill and regulator visits in Washington, DC
5:30 – 7:30 PM: Cocktail Reception (National Union Building, 918 F St NW, Washington, DC 20004)

Day 2 – Wednesday, October 21, 2026: Summit Conference

8:30 AM – 5:30 PM: Summit programming (National Union Building, 918 F St NW, Washington, DC 20004)
Approximately 6:00 – 8:00 PM: Optional no-host happy hour or dinner at a nearby venue

Day 1 · Tuesday, October 20 — Advocacy & Reception

10:00 AM – 5:00 PM

Advocacy Meetings

Capitol Hill and regulator visits. Additional participation details will be announced.

5:30 – 7:30 PM

Cocktail Reception

National Union Building · 918 F St NW · Washington, DC 20004

Day 2 · Wednesday, October 21 — Conference & Summit

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

8:30 AM

Registration & Breakfast

Event MC: Vince Bowen (CfPA BOD & Founder, Mavin)

9:00 – 9:15

Opening Remarks: Ten Years of Regulation Crowdfunding

Speaker: Brian Belley (CfPA President - 2026 & CTO, Kingscrowd)

9:15 – 9:40

State of the Industry Overview

Description: A high-level look at the regulated investment crowdfunding market, framing the day and setting context for the opportunities, challenges, and trends ahead.

Presenter: Chris Lustrino (CEO, Kingscrowd)

9:40 – 10:15

Panel: The Next Wave of Crowdfunding Innovation

Description: What is coming next, what is now possible, and which trends may reshape the market? The discussion will include innovative deal structures such as revenue sharing and royalties, along with the growing importance of “instrument fit”- matching the investment instrument to the issuer’s business model, growth strategy, and investor community.

Panelists: Paul Lovejoy (Stakeholder Enterprise), Justin Renfro (Wefunder)

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

10:15 – 10:30

Networking Break

10:30 – 11:05

Panel: Investor Outcomes - Returns, Trust, and Repeat Participation

Description: A candid examination of investor outcomes across the market. What do we know about returns, realized and unrealized performance, investor expectations, trust, and the factors that encourage investors to participate again?

Panelists:

Moderator:

11:05 – 11:40

Panel: Compliance and the Investor Lens

Description: Compliance does not end when an offering closes. This session explores ongoing investor-focused responsibilities and best practices, including Form C-AR reporting, QSBS considerations, investor updates, and long-term investor relations.

Panelists: Greg Burke (CfPA BOD), Charlie Guidry (Founder, C Guidry Law, PLLC)

Moderator: Andrew Stephenson (CfPA Secretary & CrowdCheck)

11:40 AM – 12:15 PM

Panel: Modernizing the Exempt Offering Framework

Description: How should existing exemptions evolve, and where might new exemptions or frameworks be needed? This policy-focused discussion will consider modernization of the exempt offering ecosystem and provide a high-level look at the potential role of regulated crypto and digital assets.

Panelists: Brian Korn (CfPA BOD, Manatt)

Moderator: Meighan Leon (CfPA BOD)

12:15 – 1:15 PM

Lunch & Networking

1:15 – 1:40

FINRA Session: Funding Portals in an Era of AI

Description: A regulator’s perspective on funding portals, investor protection, supervision, and the expected impact of rapidly proliferating artificial intelligence tools on market participants and regulatory oversight.

Presenter: James Murphy, FINRA (invited)

1:40 – 2:10

VIP Fireside Chat: Policy Fixes the Industry Needs Now

Description: A forward-looking discussion on the most important policy and regulatory changes needed to support responsible capital formation, investor protection, and the continued growth of regulated investment crowdfunding.

Guest: TBA

Moderator: Brian Christie (Vice Chair of CfPA & Co-founder of BioTech Funding Portal)

2:10 – 2:30

Networking Break · Group Photo

2:30 – 3:10

Panel: Beyond a Single Exemption - Capital Formation Mechanics and Best Practices

Description: A practical discussion of side-by-side offerings, integration rules, complementary exemptions, pathways from Regulation Crowdfunding to a direct listing, uplisting through Regulation A, and the mechanics of preparing for a potential public-market transaction.

Panelists: J. Martin "Marty" Tate (Massey Bean & Lewis), Mark Elenowitz (Nant Global), Matt Venturi (CEO, ClearingBid)

Moderator: Andrew Dix (invited) (CEO, Crowded Media Group)

3:10 – 3:45

Panel: Community Is Still the New Capital

Description: What actually works for issuer and investor acquisition? This panel will examine community building, campaign marketing, storytelling, channel strategy, conversion, retention, and the realistic roles of issuers, platforms, and service providers. What impact is AI having on crowdfunding campaigns and marketing?

Panelists: Jason Fishman (CfPA Vice President - 2026 & CEO, DNA)

Moderator: Sara Hanks (CfPA BOD & CrowdCheck)

3:45 – 4:20

Panel: Crowdfunding for Community Wealth, Impact, and Underserved Founders

Description: How regulated investment crowdfunding can expand access to capital, strengthen local and community wealth, support mission-driven enterprises, and create more opportunity for founders and investors historically underserved by traditional capital markets.

Panelists: Devin Thorpe (Vice Chair of CFPA & CEO, The SuperCrowd Inc.), Jenny Kassan (CfPA Chair 2026 & Founder, The Kassan Group)

Moderator: Angela Barbash (CCO, COO, Co-founder, Revalue LLC)

4:20 – 5:00

Point / Counterpoint: Will AI Strengthen or Undermine Crowdfunding?

Description: A structured debate on the promise and risks of artificial intelligence in regulated crowdfunding. Topics may include investor education, issuer diligence, fraud detection, cybersecurity, fake identities, disclosure quality, privacy legislation, compliance, trust, and whether AI will ultimately broaden access or create new forms of harm.

Participants: Eric Cox (CfPA BOD & Netcapital)

Moderator:

5:00 – 5:20

2026 Industry Awards

Recognizing individuals and organizations advancing regulated investment crowdfunding.

Presenter(s): **

5:20 – 5:30

Closing Remarks

Speaker: Brian Belley (CfPA President - 2026 & CTO, Kingscrowd)

Approximately 6:00 – 8:00 PM

Optional no-host happy hour or dinner at a nearby venue. Details to be announced.

Choose Your Summit Experience

VIP — Conference + Reception

Full access to the Summit, including the exclusive Tuesday evening reception and the complete Wednesday conference program. Designed for attendees seeking the strongest networking and engagement opportunities.

Conference Only

Access to all Wednesday conference sessions, including panels, fireside chats, regulatory discussions, and industry awards. This ticket does not include the Tuesday evening VIP reception.

Reception Only

Access to the exclusive Tuesday evening networking reception. This ticket does not include the Wednesday conference program.

CfPA Member Benefit: CfPA members receive access to discounted conference tickets. Not yet a member? Join today.

This preliminary agenda is subject to change. Speakers, sponsors, and additional program details will be added as they are confirmed.

Refund Policy: Refunds are available up to seven days before the event.

Transportation & Lodging: Nearest airport: DCA. Hotel information will be added as available.

Nearest Metro Stops:
Gallery Place - Chinatown - Red, Green & Yellow Lines (approximately 1 block)
Metro Center - Red, Orange, Blue & Silver Lines (approximately 2 blocks)