June 20, 2024
Opening Remarks
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
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
Presentation
Reg A & Crowdfunding by the Numbers: Projection of 2024 Deal Activity
- 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
Networking Break
Company Pitches
Listen to compelling three-minute elevator pitches from exciting companies to discover viable investment opportunities.
Presentation
Reg A, Reg CF, Reg D - Harmonizing SEC Rules for Optimal Benefits and Returns
- Discussion of Reg A, Reg CF, and Reg D
- History and future of SEC rules
- Harmonizing SEC rules for optimal benefits and returns
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?
Fireside
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
Lunch
Panel
Sowing Seed: When It Makes Sense to List Before Completing a Capital Raise
- Defining company objectives and strategizing for a successful 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
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
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
Networking Break
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
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
Closing Remarks
Innovative Programming + Unmatched Networking
The Reg A & Crowdfunding Conference 2024 features leaders in the space discussing the latest trends, case studies, and best practices in Reg A and CF. Here are just some of the topics we’re developing for the 2024 conference:
- The current environment for raising capital through Reg A and Crowdfunding deals
- Reg A & Reg CF by the numbers: A projection of 2024 deal activity based on market conditions and historic data
- Crowdfunding: When venture debt and business loans aren’t an option
- Seeing a tree within the forest: How to make a Crowdfunding campaign stand out
- Choosing a filing preparation service: What makes a compelling prospectus?
- How to determine whether Reg A or a Crowdfunding campaign will bring the most benefit to your company
- How to market Reg A and Crowdfunding offerings in the current climate
- Protecting your IP during a Crowdfunding campaign
- Evaluating the core Crowdfunding variations: Equity-based vs. debt-based
- Pros and cons of a Crowdfunding offering
- Benefits of Alternative Trading Systems (ATS)
- Under what circumstances can you use an ATS for a public offering?
- OTC Public Offerings: How, why and when to take this approach
- When it makes sense to list before completing a capital raise
- Achieving liquidity for insiders and early investors
- Legislative and regulatory updates on Reg A and Reg CF
- How to use a Reg A offering as a launch pad for joining the NYSE or Nasdaq
- How much will this cost? A look at fees, deal structures and expenses for Reg A and Crowdfunded offerings
- Differences, including advantages and disadvantages, between Regulation A and Regulation D Rule 506(c) offerings
- Updates on reporting requirements, including federal regulations governing Reg A Tier 1 and Tier 2 offerings
- How Crowdfunding impacts Reg A
- Using social media and understanding the forms of communication that regulators allow
- Online and offline marketing tactics
- Evaluating and selecting the right technology platforms for deal marketing and transaction processing
- Benefits of orchestrating a “testing the waters” campaign to gauge investor interest
- Understanding offering statements, public filing requirements and using the SEC’s EDGAR system
- How the SEC comment process can affect (i.e., delay and prolong) your capital raise
