2026 Regulated Investment Crowdfunding Summit - Detailed Agenda - Crowdfunding Ecosystem

2026-10-20 · 08:30:00 · Washington

National Union Building

918 F St NW, 20004

Held at Washington DC's National Union Building, this two-day summit brings together market leaders and policymakers to examine regulated investment crowdfunding, side-by-side capital raises, and AI.

The Regulated Investment Crowdfunding Event of the Year bringing together industry leaders, policymakers, intermediaries, service providers, investors, and innovators for two days of advocacy, strategic networking, and substantive discussion focused on investment crowdfunding and capital markets.

Founder brief

Who should attend

Founders evaluating Regulation Crowdfunding alongside other financing rounds will find direct value here. It also serves fintech innovators, portal operators, and companies building tools for compliance or retail investor engagement who want a granular grasp of evolving federal frameworks.

What happens

Day one features daytime advocacy visits to Capitol Hill and regulators, concluding with an evening reception. Day two begins at 8:30 AM with breakfast, followed by an industry overview, panel debates on compliance, multi-exempt offerings, innovation, and crypto, before closing with a FINRA presentation on artificial intelligence.

Who's in the room

Participants include platform operators, legal counsel, and ecosystem executives such as Vince Bowen of Mavin, Brian Belley of Kingscrowd, and Aaron Shafton of Dealmaker. Representatives from CrowdCheck, Manatt, GigaStar, and FINRA join investors and policy advocates across both days.

How to prepare

Review your current capitalization roadmap and identify specific regulatory hurdles regarding multi-exemption raises or ongoing post-offering reporting. Prepare direct questions on investor compliance and supervision for the scheduled networking breaks to consult knowledgeable counsel and portal executives efficiently.

Register

At a glance

Theme
Investor Outcomes and Crowdfunding in an Era of AI
Sectors
Fintech, Ai ml

Agenda

  1. 10:00 AM – 5:00 PM · Advocacy Meetings — Capitol Hill and regulator visits. Additional participation details will be announced.
  2. 5:30 – 7:30 PM · Cocktail Reception — National Union Building
  3. 8:30 AM · Registration & Breakfast — Event MC: Vince Bowen (CfPA BOD & Founder, Mavin)
  4. 9:00 – 9:15 · Opening Remarks: Ten Years of Regulation Crowdfunding — Speaker: Brian Belley (CfPA President - 2026 & CTO, Kingscrowd)
  5. 9:15 – 9:40 · State of the Industry Overview — A high-level look at the regulated investment crowdfunding market, framing the day and setting context for the opportunities, challenges, and trends ahead.
  6. 9:40 – 10:15 · Panel: Compliance and the Investor Lens — Compliance does not end when an offering closes. This session explores ongoing investor-focused responsibilities and best practices.
  7. 10:15 – 10:30 · Networking Break
  8. 10:30 – 11:05 · Panel: Side-by-Side Offerings — Can Reg CF Work Alongside Other Capital-Raising Paths? — An issuer’s capital strategy does not necessarily have to rely on a single exemption.
  9. 11:05 – 11:40 · Panel: The Next Wave of Crowdfunding Innovation — What is coming next, what is now possible, and which trends may reshape the market?
  10. 11:40 AM – 12:15 PM · Panel: Modernizing the Exempt Offering Framework; Crowdfunding and Crypto — How should existing exemptions evolve, and where might new exemptions or frameworks be needed?
  11. 12:15 – 1:15 PM · Lunch & Networking
  12. 1:15 – 1:40 · FINRA Session: Funding Portals in an Era of AI — A regulator’s perspective on funding portals, investor protection, supervision, and artificial intelligence tools.
  13. 1:40 – 2:10 · VIP Fireside Chat: Inside the Exempt Offering Framework — A practical conversation on how the framework fits together and how exemptive rules get made.
  14. 2:10 – 2:30 · Networking Break · Group Photo
  15. 2:30 – 3:10 · Panel: From Reg CF to Reg A and Beyond - Sequencing the Capital Formation Journey — Examining how companies can think strategically about sequencing capital raises as they grow.
  16. 3:10 – 3:45 · Panel: Community Is Still the New Capital and the Impact of AI — What actually works for issuer and investor acquisition?
  17. 3:45 – 4:20 · Panel: Crowdfunding for Community Wealth, Impact, and Underserved Founders — How regulated investment crowdfunding can expand access to capital and strengthen local and community wealth.
  18. 4:20 – 5:00 · Point / Counterpoint: Will AI Strengthen or Undermine Crowdfunding? — A structured debate on the promise and risks of artificial intelligence in regulated crowdfunding.

Speakers, judges and hosts

  • Vince Bowen — Founder, Mavin (Host)
  • Aaron Shafton — Managing Director, Dealmaker (Panelist)
  • Andrew Dix — CEO, Crowded Media Group (Panelist)
  • Andrew Field — Executive Lead - UK, Global Equity Crowdfunding Alliance - GECA (Panelist)
  • Andrew Stephenson — Secretary, CrowdCheck (Panelist)
  • Brian Christie — Co-founder, BioTech Funding Portal (Panelist)
  • Brian Korn — Manatt (Panelist)
  • Charlie Guidry — Founder, C Guidry Law, PLLC (Panelist)
  • Chris Miller — CEO, NC3 (Panelist)
  • Devin Thorpe — CEO, The SuperCrowd Inc. (Panelist)
  • Greg Burke — BOD (Panelist)
  • Hazem Dawani — CEO, GigaStar (Panelist)
  • Jason Fishman — CEO, DNA (Panelist)
  • Jenny Kassan — Senior Attorney, CurrentShift Legal (Panelist)
  • J. Martin "Marty" Tate — Massey Bean & Lewis (Panelist)
  • Jonny Price — Wefunder (Panelist)
  • Julian Haffner — Gordon Feinblatt LLC (Panelist)
  • Mark Perlmutter — Founder, Planet Positive Investing Club (Panelist)
  • Matt Venturi — CEO, ClearingBid (Panelist)
  • Meighan Leon — BOD (Panelist)
  • Mike Boswell — Digital Offering (Panelist)
  • Nicole Guerrieri — CEO, Pop Venture (Panelist)
  • Sara Hanks — Crowdcheck (Panelist)
  • Scott McIntyre — Executive Director, WEconomy (Panelist)
  • Sean O'Reilly — CEO, New Columbia Capital (Panelist)
  • Selma Studer — COO, Capital Department (Panelist)
  • Brian Belley — CTO, Kingscrowd (Speaker)
  • Chris Lustrino — CEO, Kingscrowd (Speaker)
  • James Murphy — FINRA (Speaker)
  • Sebastian Gomez Abero — Deputy Director, Legal and Regulatory Policy, U.S. Securities and Exchange Commission (SEC) (Speaker)

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