Join Us in Building a Pipeline of 1 Million Crowdfund Compliant Small Businesses

Testimonials from last years event:

Keynote Speakers

Jay Abraham,
Founder & CEO,
The Abraham Group, Inc.

As the founder and CEO of The Abraham Group, Inc. in Los Angeles, California, Jay is recognized as one of the world’s most successful/impactful marketing strategists, business innovators, entrepreneurial advisors/mentors, and masters of "revenue and performance enhancement and acceleration." He has spent the last 25 years solving problems and significantly increasing the bottom lines of over 10,000 clients in more than 400 industries worldwide. And he's studied and solved almost every kind of sales/marketing/competitive-edge question, problem, challenge and opportunity.

Jay’s clients range from business royalty to small business owners who have profited greatly from Jay's expertise. 2,000 business books positively refer to him and his body of work. Jay grows businesses for a living – all over the world. He's helped companies in over 465 different industries, on five continents. Additionally, over 1,000 marketing consultants have been influenced by his work in over 30 countries internationally.

Forbes listed Jay as one of the top 5 executive coaches in the entire US. He is a Best Selling Author and popularized the phrase "Unique Selling Proposition" and is one of the leading experts on multiplying Relational Capital.

Jay Abraham
Founder & CEO,
The Abraham Group, Inc.

Patrick McHenry,
United States Congressman,
2013 Crowdfunding Visionary Award Recipient

 

Patrick McHenry
United States Congressman,
2013 Crowdfunding Visionary Award Recipient

Timothy C. Draper,
Founder & Managing Director,
Draper Fisher Jurvetson.

Timothy C. Draper is the Founder and a Managing Director of Draper Fisher Jurvetson. His original suggestion to use "viral marketing" in web-based e-mail to geometrically spread an Internet product to its market was instrumental to the successes of Hotmail and YahooMail, and has been adopted as a standard marketing technique by hundreds of businesses. On behalf of Draper Fisher Jurvetson, Tim currently serves on the boards of DoAt, Glam, Prosper, and Miartech. DFJ's previous successes include: Skype (EBAY), Overture.com (YHOO), Baidu (BIDU), Parametric Technology (PMTC), Hotmail (MSFT), PLX Technologies (PLXT), Preview Travel (TVLY), Digidesign (AVID), and hundreds of others.

Tim launched the DFJ Global Network, an international network of early-stage venture capital funds with offices in over 30 cities around the globe. He founded or co-founded DFJ ePlanet (global), Draper Fisher Jurvetson Gotham (NYC), Zone Ventures (LA), Epic Ventures (Salt Lake City), Draper Atlantic (Reston), Draper Triangle (Pittsburg), Timberline Ventures (Portland), Polaris Fund (Anchorage), DFJ Frontier (Sacramento and Santa Barbara), DFJ Vina Capital (Vietnam), and DFJ DragonFund (Shanghai).

As an advocate for entrepreneurs and free markets, Tim is regularly featured as a keynote speaker in entrepreneurial conferences throughout the world, has been recognized as a leader in his field through numerous awards and honors, and has frequent TV, radio, and headline appearances. He was #52 on the list of the 100 most influential Harvard Alumni, and #7 on the Forbes Midas List. He was named Always-On #1 top venture capital deal maker for 2008. He was awarded the Commonwealth Club's Distinguished Citizen Award for achievements in green and sustainable energy. His blog is featured at www.theriskmaster.com.

Tim recently founded Draper University of Heroes, an immersive boarding school in San Mateo, California for students 18-24 years old, dedicated to encouraging proactive entrepreneurship. Tim is the course creator and Chairman of BizWorld, a 501c3 organization built around simulated teaching of entrepreneurship and business to children. He also serves on the Harvard Business School Board of Dean's Advisors.

Previously, Tim served on the California State Board of Education. In November of 2000, Tim launched a statewide cyber-initiative on school choice for the California General Election. He was a member of Singapore's International Economic Council and Ukraine's Orange Circle. He was on the Board of U.C. Berkeley's Haas School of Business. He has a BS in Electrical Engineering from Stanford University, and an MBA from Harvard Business School.

Timothy C. Draper
Founder & Managing Director,
Draper Fisher Jurvetson.

Douglas Atkin
Head of Venture Investments
Guggenheim Partners

Mr. Atkin has been an investor, founder, and senior executive in the financial technology industry for over 25 years. Since 2011, he has run Venture Investing at Guggenheim Partners, a privately held global financial services firm with more than $180 billion in assets under management.

Mr. Atkin began his career at Instinet where he rose to become the company’s CEO, leading its successful $435 million IPO in 2001. He was a Co-founder of Efficient Frontiers, a consulting and research firm specializing in trading technology, regulation, and market structure. Most recently, Mr. Atkin was the CEO of Majestic Research- a data-driven research firm which services the world’s largest hedge fund managers. In 2010, Majestic was acquired by ITG (NYSE:ITG).

Mr. Atkin was selected as one of the Top New Yorkers by New York Magazine for his leading role in redefining the financial marketplace, and Institutional Investor profiled him as one of the top 30 individuals making the greatest impact on e-finance.

In addition, Mr. Atkin sits on the Board of Selerity Financial, Binary Event Network, Cinchcast Inc., Red Deer and the Lauri Strauss Leukemia Foundation. He was educated at Tufts University.

Douglas Atkin
Head of Venture Investments
Guggenheim Partners

Speakers

Douglas S. Ellenoff,
Partner & Owner,
Ellenoff Grossman & Schole LLP

Mr. Ellenoff and the rest of the corporate department distinguish themselves from many other transactional lawyers on the basis of their ability to be part of the establishment of new securities programs, like PIPEs, SPACs, Registered Directs, Reverse Mergers and CrowdFunding, where the Firm's professionals have played leadership roles within each of those industries, assisting in the creation, formation and strategies relating to those financings, as well as working closely with the regulatory agencies; including the SEC and FINRA; and the listing exchanges - AMEX and NASDAQ. Ellenoff Grossman & Schole has been heavily involved in CrowdFunding since its inception.

The Firm has sponsored conferences, webinars and has been invited to speak at different events on the topic. Mr. Ellenoff has met with the SEC several times to discuss many aspects of the new law, how the industry currently operates and how both the SEC and FINRA will register and regulate the portals.

Douglas S. Ellenoff
Partner & Owner,
Ellenoff Grossman & Schole LLP

Paul Niederer,
CEO Australian Small Scale,
Offerings Board (ASSOB)

Paul is one of world's leading authorities on peer to peer investing and equity based crowdfunding investment. As CEO of ASSOB in Australia he is one of the few in the industry that have spent several years facilitating, and keeping compliant, actual equity raises to the tune of $140 million raised in exchange for equity. With the intense interest in the Crowdfunding provisions of the U.S. Jobs Act Paul is intimately involved in advising a number of parties in how to structure their funding portals and processes, and how ASSOB has maintained a fraud free existence through hundreds of raises.

He regularly presents seminars on Equity based Capital Raising for early stage and growth businesses and is a Council member of the CFIRA: Crowdfund Intermediary Regulatory Advocates.

Paul Niederer
Chief Executive Officer,
Australian Small Scale Offerings Board (ASSOB)

Devin D. Thorpe,
Champion of Social Good
Author/Writer for Forbes Magazine

Devin Thorpe thinks he is the luckiest person alive. After being "let go" from the best job he’d ever had—as the Chief Financial Officer of the multinational food and beverage company MonaVie—he and his wife ended up living in China for a year where he wrote Your Mark On The World and embarked on the career he'd always wanted yet hadn’t dared dream.

Today, Devin channels the idealism of his youth with the loving support of his wife, Gail. Their son Dayton is a PhD candidate in Physics at UC Berkeley (and Devin rarely misses an opportunity to mention that).

Devin D. Thorpe,
Champion of Social Good
Author/Writer for Forbes Magazine

Howard J. Leonhardt,
Founder, Chairman & CEO,
Leonhardt Ventures

Howard J. Leonhardt is a long time entrepreneur, inventor, politician and writer. To date, Leonhardt has founded a total of 21 companies and also holds 21 patents for products for treating cardiovascular and heart disease. In 1999 Leonhardt founded Bioheart, Inc., a leading company that specializes in the treatment of heart failure by applying adult muscle stem cells. Bioheart, Inc has received $40 million dollars in loans & grants and has raised an additional $105+ million dollars in capital.

Leonhardt also serves as state spokesperson on The JOBS ACT and Crowdfunding for StartupCalifornia, a unit of the White House initiated Startup America Partnership. Leonhardt is also currently running for governor for the state of California and is a strong candidate for the upcoming 2014 elections.

Howard J. Leonhardt
Founder, Chairman & CEO,
Leonhardt Ventures

Judy Robinett,
Partner,
Crowdfund Capital Advisors

Judy Robinett is a business thought-leader and funding guru with over thirty years of experience as an entrepreneur and corporate leader, including stints as CEO of public and private companies and management positions at Fortune 500 companies. She serves on the advisory board of Illuminate VC in Menlo Park, a top tier micro VC whose portfolio includes the highly successful company Xactly. She also serves on the board of Solstein Capital in San Francisco and is a member and mentor for Pipeline Foundation, which mentors high net worth women on active angel investing.

Ms. Robinett has worked with hundreds of startups as an advisor for funding strategy, plus served on many boards; she was previously a managing director of Golden Seeds, an angel investment firm empowering women entrepreneurs. The New York Times singled her out as a sterling example of the new breed of “connectors” who use their experience and networks to accelerate growth and enhance profitability. Globally, Judy Robinett is becoming known as a "super connector," making powerful introductions daily using her titanium digital rolodex to introduce one power leader to another. A sought-after speaker, she has given 300+ speeches worldwide on funding strategies, licensing, business ethics, transparency, board responsibilities and leadership. She is currently writing two business books for publication in late 2012/early 2013. Her greatest thrill in life is connecting people.

Judy Robinett
Partner,
Crowdfund Capital Advisors

Zak Cassady-Dorion
Partner,
Crowdfund Capital Advisors

Zak has successful entrepreneurial experience in the United States, Latin America, and South East Asia, in addition to a successful business development career with Wyndham Worldwide. Zak is a partner in Crowdfund Capital Advisors (CCA), a consulting and advisory firm working with professional investors, governments, development organizations, NGOs’, corporations and chambers of commerce to help them best position themselves to leverage crowdfund investing (CFI) for the benefit of their organizations.

Zak is also a partner and co-founder in Success With Crowdfunding (SWCF), the industry’s leading education and training platform for both entrepreneurs and investors looking to succeed with Crowdfund Investing.

Prior to CCA and SWCF Zak founded Pure Mountain Olive Oil (www.puremountainoliveoil.com), a successful chain of olive oil and balsamic vinegar tasting stores throughout the Unites States. This main street experience in the retail industry is a great asset to both CCA and SWCF.

Zak has been involved with Crowdfund Investing since its inception. As a co-founder and partner at Startup Exemption, the organization responsible for making crowdfund investing legal in the United States, Zak had the opportunity to help shape this new industry. He speaks at numerous investment conferences and universities around the United States about entrepreneurship and equity and debt based crowdfunding. Zak is also the co-author of ‘Crowdfund Investing for Dummies” and “Crowdfund Investing in a Day” published by the Wiley Group, the first two books ever written on securities based crowdfunding. For all of his work in the crowfunding industry Zak was awarded the prestigious Crowdfunding Visionary Award in 2012.

He earned his MBA from Thunderbird School of Global Management, ranked as the world’s top international MBA program and a BS from the University of Vermont. Zak is also fluent in English, Spanish, and Portuguese. When not working Zak can be found playing adventure sports in the wilderness.

Zak Cassady-Dorion
Partner,
Crowdfund Capital Advisors

Sara Hanks,
Chief Executive Officer,
CrowdCheck

Sara Hanks, co-founder and CEO of CrowdCheck, is an attorney with 30 years of experience working in the corporate and securities field. She recently stepped down as the General Counsel of the Congressional Oversight Panel, the overseer of the Troubled Asset Relief Program (TARP), which was chaired by Professor Elizabeth Warren. Sara brings a wealth of legal expertise in securities and start-ups to the emerging crowdfunding marketplace. Her new company, CrowdCheck, is designed to protect against fraud by performing due diligence checks on entrepreneurs.

At the TARP oversight panel, Sara spent 18 months on Capitol Hill investigating the implementation and consequences of the TARP in depth. She examined the government’s intervention in the automotive companies, the execution of the banking “stress tests,” the rescue of AIG, and the international aspects of the financial crisis.

Sara has worked with the London law firm Norton Rose, as well as the D.C. office of Rogers & Wells. She later joined the Division of Corporation Finance of the Securities and Exchange Commission and as Chief of the Office of International Corporate Finance led the team drafting the regulations that put into place a new generation of rules governing the capital-raising process and the way in which non-U.S. companies accessed the U.S. capital markets.

In 1990, Sara rejoined Rogers and Wells, which later became part of Clifford Chance, and in 2002, was elected to the first of three terms on the firm’s Partnership Council. During two of those terms, she served on the firm’s Audit Committee. While at Clifford Chance, she advised on capital markets transactions and corporate matters for companies in Asia, Africa, Europe and Latin America.

Sara received her law degree from Oxford University and is a member of the New York and DC bars and a Solicitor of the Supreme Court of England and Wales. When not working on corporate and securities matters, Sara is an aunt, Army wife, skier, cyclist, gardener and animal lover.

Sara Hanks
Chief Executive Officer,
CrowdCheck

Jonathan Sandlund,
Founder,
TheCrowdCafe

Jonathan Sandlund is founder of TheCrowdCafe, a leading provider of research and data on the global investment crowdfunding industry, and localinvestors.org, a social platform being developed to grow small business and startup communities.

A repeat entrepreneur, Jonathan built his first online community, tripledesignz.com, while in middle school. He went on to start Sandlund Investments LLC in college —providing fundamental research on micro-cap equities— before working in institutional investing and investment banking in New York. His disenchantment with the public markets, as well first-hand frustration with the inefficiencies and inequalities of the private markets, kickstarted his passion for investment crowdfunding.

Data-driven, an evangelist and idealist, Jonathan is thrilled to be part of a young and rapidly growing industry that, in time, is going to revolutionize the way we look at investing.

Jonathan Sandlund
Founder,
TheCrowdCafe

Julia Groves,
Managing Director,
Trillion Fund

Julia is Managing Director of Trillion Fund, a crowdfunding platform aimed at engaging the masses in renewable energy - through their pockets. She is also the founding Chair of the UK Crowdfunding Association and is actively lobbying for changes to financial regulations to allow everyone the option to invest in sectors, businesses and people that they know or love. Julia is herself an Investor in a number of early stage businesses, mostly in the cleantech sector. She founded britishairways.com in the nineties and has worked for the last ten years in ventures that use the internet to rebalance power between consumers and institutions.

Julia Groves
Managing Director,
Trillion Fund

Michael T. Moe,
Chairman, CEO, President & CIO,
GSV Capital Corp.

Mr. Michael T. Moe, CFA serves as the Chief Executive Officer of Global Silicon Valley Asset Management. Mr. Moe Founded GSV Capital Corp. and has been its Chairman, Chief Executive Officer and President since 2010. Mr. Moe is Founding Partner of ThinkEquity, LLC. He serves as Chief Investment Officer at GSV Capital Corp. He is Cofounder of GSV Advisors. He has more than 20 years of experience. Mr. Moe serves as a Co-Portfolio Manager at ThinkGrowth, ThinkGlobal and ThinkGreen funds. He is a Co-Founder of NeXtAdvisors, LLC. He has been Principal and Chief Investment Officer at NeXt Asset Management since 2010. He serves as president, Chief Executive Officer and Chairman of the board of directors of NeXt Capital. He serves as Chairman of ThinkEquity LLC. He has been a Director of ePals Corporation since July 30, 2010. He has been a Director of CUX, Inc. since September 2012. He serves as Member of Advisory Board of Tracky, Inc.

He is frequently cited in financial publications such as The Wall Street Journal and The New York Times for his opinions on growth companies and the education industry, in addition to appearing regularly on financial programs including CNBC, Fox Business News and CNN. Additionally, Mr. Moe has been called one of the best stock pickers in the country by BusinessWeek magazine.

He has testified to Congress on the subjects of education technology, the new economy, and initial public offerings, and has also appeared before the President's Information Technology Advisory Committee. In 2007, Mr. Moe published his first book, Finding The Next Starbucks: How to Identify and Invest in the Hot Stocks of Tomorrow. In 1996, he published The Dawn of the Age of Knowledge. Following that, Mr. Moe published two additional white papers, The Book of Knowledge and The Knowledge Web. In 2006, Mr. Moe published the book, Finding the Next Starbucks. He served as a Director of Fullbridge Inc. He is a Chartered Financial Analyst. Mr. Moe earned his B.A. in Political Science and Economics at the University of Minnesota and was a Williams Scholar.

Michael T. Moe
Chairman, CEO, President & Chief Investment Officer,
GSV Capital Corp.

Karen Kerrigan,
President & CEO,
Small Business & Entrepreneurship Council

For nearly twenty years Karen Kerrigan's leadership, advocacy and training work has helped foster U.S. entrepreneurship and global small business growth. She is president & CEO of the Small Business & Entrepreneurship Council, and is the group's chief advocate for its members.

Kerrigan regularly testifies before the U.S. Congress on the key issues impacting entrepreneurs and the economy, and has been appointed to numerous federal advisory boards including the National Women's Business Council, the U.S.-Iraq Business Dialog, the U.S. Treasury's Taxpayer Advisory Panel, and the National Advisory Committee for Labor Provisions of U.S. Free Trade Agreements. Kerrigan has participated in two Presidential economic summits, and scores of events hosted by the White House, U.S. Small Business Administration and other federal government agencies and departments. She has written hundreds of Op-Eds and newspaper columns, and regularly appears on national television and talk radio programs.

She has been called America’s "entrepreneurial envoy" and "small business ambassador" for her extensive work overseas. Kerrigan is a founding member of the World Entrepreneurship Forum, and regularly provides counsel to governments and business associations across the globe regarding entrepreneurial development, capacity building and policy formation and implementation. Kerrigan currently chairs the Center for International Private Enterprise (CIPE), one of the core institutes of the National Endowment for Democracy, which works to strengthen democracy around the globe through private enterprise and market oriented reform.

In 2012 and 2011 she was named a Top 100 Champion Small Business Influencer by Blackberry and Small Business Trends. In November of 2009 she was presented with the "Small Business Advocate of the Year" award by the NY Enterprise Report, Among other accolades, Inc. Magazine named Kerrigan to its small business "Best Friends in D.C." (2006) list as a "power broker and activist" with "serious clout" for entrepreneurs.; Fortune Small Business to its "Power 30" list (2000); and The Hill newspaper to its "most influential small business" list (2006) describing her as "the hardest working woman in show business". In 1995, National Journal named Ms. Kerrigan to its short list of "K Street" activists most likely to have an impact on Capitol Hill. Campaigns and Elections Magazine named her as one of its "Rising Stars in Politics" in its April 1996 issue.

Karen Kerrigan
President & CEO,
Small Business & Entrepreneurship Council

Ron Suber
Head of Global Institutional Sales,
Prosper Marketplace

As Head of Global Institutional Sales, Ron is responsible for devising and executing the business development strategy to attract both institutional and retail investors to the Prosper platform. He brings more than 20 years experience in sales, marketing and business development across the hedge fund, broker dealer and registered investment advisor industries.

Before joining Prosper, Ron was Managing Director at Wells Fargo Securities.

Prior to Wells Fargo, Ron served as the Head of Global Sales and Marketing and Senior Partner for Merlin Securities. Ron also served as President of Spectrum Global Fund Administration, and spent 14 years at Bear Stearns where he served as Senior Managing Director and Manager of Global Clearing Sales.

Ron earned a B.A. in Economics from the University of California, Berkeley.

Ron Suber
Head of Global Institutional Sales,
Prosper Marketplace

Gayl Murphy
Hollywood Correspondent, Media Trainer,
Speaker and Author

Gayl Murphy is “The Celebritizer!” Hollywood Correspondent, Media Trainer, Speaker and Author of “Interview Tactics! How To Survive The Media Without Getting Clobbered!” Gayl coaches CEO's, showbiz pros, startups, web-celebs, experts and entrepreneurs; how to successfully explain “who they are, what they do and what they’re selling” in media, networking and business environments.

As a sought-after showbiz reporter for ABC News, SKY News, BBC News and E! among others, she’s interviewed over 15,000 newsmakers, and knows first hand - you’re selling yourself each and every time you’re asked “who you are and what you do?” Her clients include executives/talent from Disney, The XPrize Foundation, Parsons Engineering, Warner Brothers Records, NBC, Sony Pictures, Penguin Books, FEARnet and The Buck Institute for Age Research, just to name a few.

Murphy’s book “Interview Tactics! How To Survive The Media Without Getting Clobbered” reveals many of the same interview tactics and techniques that some of the biggest superstars in business and entertainment use to celebritizer and network themselves, and their brands!

Gayl Murphy
Hollywood Correspondent, Media Trainer, Speaker and Author

Michael Raneri
Founder & CEO,
Venovate

Michael Raneri is recognized as a pioneer in electronic trading and Fintech Currently Founder and CEO of Venovate Holdings Inc. Venovate Holdings, Inc. founded this year is a financial services start-up company focused on providing a world class offer to high net worth accredited investors. VHI owns a FINRA broker dealer, and is a SEC Registered ATS.

Formerly Vice Chairman of Trade King, CEO of Zecco Holdings Inc., and served as SVP of Integrated Client Experiences at Charles Schwab & Co, where he led consumer facing initiatives and internal application development that fueled Schwab's rapid online growth. With more than 25 years of exceptional leadership experience in, built through a variety of management positions at TradeKIng, Zecco, Charles Schwab & Co, Inc, and Quick & Reilly (now Banc of America Securities), Michael has a unique combination of financial services and consumer facing internet product development skills.

Michael Raneri
Founder & CEO,
Venovate

Panelists

Anne Marie Gillen
Independent Producer

Anne Marie Gillen is an independent producer whose goal is to develop and produce commercially successful entertainment that enlightens the human experience. Her consulting division offers business planning, script analysis, international casting hit lists, distribution consultation and project and/or film company cash flow projections. She also served as COO for Morgan Freeman’s company, Revelations Entertainment. During her time there, produced Along Came the Spider (Paramount), Port Chicago Mutiny (NBC), and Under Suspicion (Sony). Anne Marie was CEO of Electric Shadow Pictures, and executive produced the multiple Golden Globe and Academy Award nominated film, Fried Green Tomatoes. 2011 Focal Press released Ms. Gillen’s 3rd edition of “The Producer’s Business Handbook” - co-branded by Variety.

Anne Marie Gillen
Independent Producer

Scott Purcell,
Founder,
Arctic Island, LLC

Mr. Purcell has considerable experience in both the securities and internet industries. In 1988 he founded a trust company that managed fixed income instruments for institutional investors, which he sold to a regional bank. Mr. Purcell also started a bond trading desk, a clearing firm for institutional investors, and published a book "The Guide to Fixed Income Investing". In 1994 he founded Epoch Networks, one of the world's first ISP's, and raised over $60 million in venture capital. As an initial Board member of the Commercial Internet eXchange (CIX), he often represented the nascent industry before Congress and the FCC. In 1999 Mr. Purcell founded OnAir Networks, raised over $40 million in venture capital and built the first music storage, streaming and downloading services for Sony and Universal. During this time he was retained by the Recording Industry Association of America to advise them on internet technology issues and copyright matters, and to represent the industry before Congress. Since selling OnAir in 2001, Mr. Purcell has started several ventures, including a search engine wholesale business, a family tree and journaling website, and a niche social network. In 2011 he founded the investment based crowdfunding platform Arctic Island.

Scott Purcell
Founder,
Arctic Island, LLC

D. Bruce Johnston,
CEO, MyDigitalClients
Co-founder, TheDigitalFA

Bruce is a 30-year financial services career sales executive. Prior to co-founding CTC he held the position of President & CEO of Old Mutual Investment Partners, charged with the distribution of the firms affiliate manager mutual funds and separately managed accounts. He also held the same positions at Sentinel Investments and Gartmore Global Investors, the former asset management division of Nationwide Insurance.

He has been recognized as Institutional Investor’s Mutual Fund Marketer of The Year for his transformational distribution strategy and is often quoted in such well read industry publications as Ignites, FundFire, FA Magazine, and Advisor One on his opinion regarding distribution, branding and social media policy and strategy.

He has spent the past four years positioning CaptureTrackConvert as one of the few firms focused on delivering social media education, strategy and thought leadership for small business and financial advisors with the intent of improving their customer acquisition and retention metrics.

He is the author of several articles on social media and has authored the following white papers: "How Advisors are Leveraging Digital Marketing to Differentiate Themselves in a Crowded Marketplace"; "The ROI of Automated Marketing for Advisors"; co-authored with Huntington Bank "Introduction you Social Media: A Guide for Smaller Money Managers"; and most recently "Leveraging LinkedIn for Account Acquisition and Retention: 7 Steps to LinkedIn Success for Financial Advisors".

D. Bruce Johnston
CEO, MyDigitalClients
Co-founder, TheDigitalFA

Chris Tyrell,
CEO,
OfferBoard

Mr. Tyrrell is the Managing Director at Right Strategies which is a venture and M&A consulting firm based in Princeton, New Jersey specializing in energy and technology businesses.He is also the Investor committee chair and CFIRA Board Member. Previously he was with Right Energies, Cadwalader, Cadwalader, Wickersham & Taft LLP. Right Energies is a regional energy services company (ESCO) focused on providing energy-efficiency and renewable energy technology to the warehousing, manufacturing and industrial sectors in the Northeast and Mid-Atlantic. He is also the founder of Right Internet and a volunteer for various non-profit organizations. He received his education at the University of Virginia School of Law.

Chris Tyrell
CEO,
OfferBoard

Mary E. Juetten,
Founder & CEO,
Traklight

Mary has over twenty-five years of varied leadership, management, and business and financial consulting experience including successful turnarounds in the public and private sectors. Mary is a recovering accountant, holding both a CA and CPA, and a Bachelor of Commerce from McGill University and a JD from Arizona State University (ASU).

In 2010, during law school, Mary founded traklight.com, a site that provides inventors, creators, entrepreneurs, and small businesses with the software applications and tools to identify, secure, and manage their intellectual property. Mary also consults and mentors small start-ups in the areas of planning, business models, and intellectual property identification.

A native of Canada, Mary now lives in Phoenix with her husband and teenagers. In addition to volunteering as a mentor at ASU, Mary is active in locally with the Arizona Tech Council, Startup Arizona, and 85 Broads Phoenix and is a member of the UIA, CfIRA and the CfPA.

Mary E. Juetten
Founder & CEO,
Traklight

Victoria Silchenko, Ph.D.
Founder & CEO,
Metropole Capital Group

Dr. Victoria Silchenko is an economist turned entrepreneur who devotes much of her time to helping other entrepreneurs succeed. She is the founder & CEO of Metropole Capital Group which she launched in 2004 in Los Angeles, CA to provide strategic and capital formation advisory services to venture capital-backed startups and other emerging growth and innovative companies in a broad range of industries throughout the U.S. and Russia/BRIC.

Victoria strongly believes in ethical conduct of any business and actively supports solving market needs in the most intelligent, innovative and socially responsible way. She is also a writer and contributes to the Huffington Post and Los Angeles Business Journal on the subjects of entrepreneurship, venture capital, angel investing and crowdfunding.

Victoria is also the chair of Global LAVA group, a strategic interest group of the Los Angeles Venture Association , the oldest LA based non-profit that supports entrepreneurship and innovations.

Dr. Silchenko is a frequent speaker on entrepreneurship and financing & growth strategies for early stage companies.

Victoria formerly held an analytical position at the Milken Institute, a leading Southern California economic "think - tank" managed by Michael Milken. Previously, she worked as a post-doctoral researcher directly with Dr. Arthur Laffer, (former economic advisor to President Reagan) at Laffer Investments, an economic research and consulting firm.

Dr. Silchenko holds degrees in Economics and Finance from the State University of Demidov (1997) and a Ph.D. in Economics from the Russian Presidential Academy of National Economy and Public Administration (2000). Additionally, she completed her coursework in Financial Modeling, Business Valuation, and Business Strategies at the University of California San Diego, and she holds a Certificate in Recognition of Satisfying the Requirements for the Advanced Management and Business Program from San Diego State University.

Dr. Victoria Silchenko
Founder & CEO,
Metropole Capital Group

Ryan Feit,
CEO & Co-Founder,
SeedInvest

Ryan is the CEO and Co-Founder of SeedInvest, a revolutionary funding platform for startups and small businesses. Prior to the passage of the JOBS Act, Ryan supported The Startup Exemption, the nonprofit responsible for bringing the concept of Equity Crowdfunding to Washington, DC. Ryan co-founded the Crowdfunding Professional Association and currently serves as an Executive Board Member and the Chair of the Education and Training Committee. Ryan also serves as a Governing Board Member of the Crowdfund Intermediary Regulatory Advocates group and as Co-Chair of the Crowdfunding Portals Committee.

Prior to founding SeedInvest, Ryan worked at Carlson Capital, a $7 billion multi-strategy hedge fund, where he evaluated and recommended public equity investments. Prior to Carlson, Ryan worked as a Senior Associate at Wellspring Capital Management, a private equity fund with $3 billion under management, where he led small deal teams in conducting detailed due diligence, structured deals, raised hundreds of millions in financing and managed an array of portfolio companies. Prior to that, Ryan was an Investment Banking Analyst at Lehman Brothers where he structured and executed financings to support leveraged buyouts, refinancings, recapitalizations and acquisitions.

Ryan received an MBA in Entrepreneurial Management from The Wharton School of the University of Pennsylvania and a BBA in Finance and Accounting from the University of Wisconsin-Madison.

Ryan Feit
CEO & Co-Founder,
SeedInvest

Maria Kirgan
Senior Director of Product Development
Veri-Tax

Maria Kirgan is responsible for product management at Veri-Tax. Mrs. Kirgan has over 15 years of experience in developing and managing software products related to innovative data solutions. She is an engineer by trade and spent the majority of her career at Experian in various capacities and business units. She has extensive experience in launching new products to market and earned several innovation awards including a patent for a real time customer scoring capability. She specializes in B2B online delivery of products and services in the credit, fraud, and marketing industries. She has held several key leadership positions at Computer Sciences Corporation, Gateway and Experian.

Maria holds a Bachelor of Science in Information Systems from California State University, Los Angeles and an MBA from University of California, Irvine with emphasis in Strategy.

Maria Kirgan
Senior Director of Product Development
Veri-Tax

Sang Lee
CEO,
Return on Change

Sang Lee is the founder and CEO of Return on Change, the next generation’s investment crowdfunding platform aiming to connect investors with innovative and socially conscious startups. As a board member of CFIRA (Crowdfund Intermediary Regulatory Advocates) and CfPA (Crowdfunding Professionals Association), Sang strives to educate innovative entrepreneurs about investment crowdfunding’s immense potential to provide high-impact startups with critical early stage capital as well as everyday investors with the opportunity to become involved in the most disruptive companies. Under his leadership, Return on Change has established itself as a thought leader within crowdfunding discourse, having been featured in numerous financial publications such as BetaBeat, Reuters, Ecopreneurist, Crains, among many others. Sang is also a contributor to Forbes, New York Enterprise Report, and Under30CEO.

Sang is also a recipient of the Under30CEO Award in New York, a nationwide campaign to search for the most promising young entrepreneurs, big innovators, leaders, and world changers.

You can follow him on Twitter @rocSang or Return on Change @rocSpeaks

Sang Lee
CEO,
Return on Change

Sanj Goyle
Co-Founder & CEO
BancBox, Inc.

Sanj Goyle is the Co-Founder and CEO of BancBox, Inc., a payments technology platform facilitating funds movement for non-financial institutions. Throughout his career as a multi-talented senior executive, he's built many successful businesses in the payment, marketing, and lead generation industries.

Sanj joined Bancbox as the Chief Product Officer and General Manager in 2008 and became CEO in 2011. During his tenure, he raised $11M in venture capital funding, as well as led BancBox’s efforts in developing two new payment applications. With these two new lines of business, Bancbox generated $10M+ in yearly revenues and is profitable. With a heavy focus on business objectives, Sanj has driven BancBox’s resourcefulness into a slew of different industries including, auto, debt, online private placement, and new BancBox applications in development.

Sanj Goyle
Co-Founder and CEO
BancBox, Inc.

Todd H. Smith
Founder and CEO,
Blue Horizon

Todd is one of the top venture development consultants in the country. He has consulted to Growth Ventures ranging from high growth start-ups, "closely-held" middle market corporations to new business within Fortune 500 companies for nearly fifteen years. Todd's specialty is helping high growth start-ups and business units develop investment grade strategic business plans. He is passionate about working with entrepreneurs to develop business plans that obtain investment capital.

Mr. Smith has expertise in a variety of management disciplines including Business Plan Development, Financial Modeling, Capital Acquisition, Competitive Intelligence, Mergers & Acquisitions, Strategic Planning, International Rollout Plans, Grant Proposals, Valuations, and Business Brokerage. He has worked for companies such as IBM and Blue Cross & Blue Shield of Florida. In his education and management training portfolio, Todd has a MBA from the Anderson School of Management at UCLA and a Master’s in International Management from Thunderbird. He obtained his BS in Financial Management/Real Estate Finance from Clemson University. His mentors include thought leaders in the areas of corporate finance, venture development finance, family business, strategy, entrepreneurial management, technology and global marketing.

Todd H. Smith
Founder and CEO
Blue Horizon

Jay Chandler
Head of Capital Markets,
Liquidnet

Jay Chandler is responsible for the build out and growth of Liquidnet Capital Markets (LCM) which is focused on providing the world’s leading asset managers with access to new and unique investment opportunities in public and fast growing, private companies. By leveraging its network and through the use of innovative technology, Liquidnet is providing a more efficient way to control, manage and raise funds by disrupting the conventional means of raising capital through traditional financial intermediaries. Jay is also a member of the company’s leadership team.

Jay brings more than 25 years of experience, technical skills, and relationships to this role. Prior to joining Liquidnet, Jay was with STJ Advisors, a London-based independent capital markets advisory firm which provides advice to issuers on how to navigate the new issue process. Prior to that, he accumulated extensive and deep experience in Equity Capital Markets and Research Sales Management during his 26 years at Merrill Lynch and Bank of America Merrill Lynch. His capital markets experience spans more than 21 years including 7 years as Head of Global Equity Syndicate. Jay spent his last 5 years with BAML as Head of Americas Research Sales.

Jay holds a B.A. degree from Princeton University.

Jay Chandler
Head of Capital Markets,
Liquidnet

Brian R. Knight
Co-Founder & Director of Platform Services,
CrowdCheck

Brian R. Knight, Co-Founder and Director of Platform Services at CrowdCheck, has experience as both an attorney and an entrepreneur. Brian has served as an attorney in the private sector and for the Federal Government. He also started and ran Publius Incorporated, a business focused on improving constituent communications with elected officials. Brian brings his unique experience with both the legal and entrepreneurial worlds to CrowdCheck, allowing him to effectively address the needs of startups.

Prior to co-founding CrowdCheck, Brian worked out of the well-known Tech Ranch incubator in Austin, Texas on Publius. He merged Publius into Ballotbook Corp., where he served as General Counsel and Chief Operations Officer before leaving to work on CrowdCheck full time. Through this experience Brian fell in love with being an entrepreneur and gained firsthand insight into the challenges facing small businesses.

Prior to moving to Austin, Brian served in the General Counsel’s office of the Central Intelligence Agency and with a firm specializing in commercial litigation.

Brian has a B.A. from the College of William and Mary and a J.D. from the University of Virginia School of Law. Brian is a husband, dog-father, fair-to-middlin barbeque cook, and member of the North Carolina Bar.

Brian R. Knight
Co-Founder & Director of Platform Services,
CrowdCheck

Scott E. McIntyre
Managing Director,
Phabriq Development

Scott McIntyre is Founder and Managing Director of brand strategy/capital services firm Phabriq Development, and has been a thought leader on the Internet’s impact on business and culture for nearly 20 years. Scott recently completed an interim appointment managing The State of Ohio’s Edison Technology Incubator program at the University of Toledo where he implemented his designs for a collaborative business assistance center, COspace, bridging student entrepreneurship training to startup venture development.

Mr. McIntyre is an active committee member of Crowdfund Intermediary Advocates and currently serves as Co-Chair of the Founding Executive Committee for Education & Training at the Crowdfunding Professional Association, developing both the framework and the content for educating membership and the broader public on the essence and impact of Crowdfunding, specifically as it relates to student career development and Main Street job creation.

Currently launching several hi-tech and Crowd-based startups, including a concussion management system for competitive youth sports, Head Case Company, Scott remains hopeful and committed to the development of an equitable platform for the discovery and sharing of independent music, and welcomes for discussion anyone with interest in same.

Scott E. McIntyre
Managing Director,
Phabriq Development

Joy Schoffler
Principal,
Leverage PR

Joy Schoffler has spent her career launching high performing startups—helping them raise capital and achieve growth through creative publicity strategies. She additionally teaches at a number of organizations including Startup America, Execsense and many other crowdfunding specific industry sites. An avid speaker and writer, Joy has spoken at events throughout the country on crowdfunding, is currently writing: "How to Stand Out From the Crowd While Crowdfunding". She also regularly writes for several outlets including Entrepreneur.com, MO.com, and The Glass Heel in addition to being featured in Inc. Magazine, Forbes and several other industry blogs.

As Principal of Leverage PR, Joy works with the leaders of the crowdfunding industry, investment firms, and high potential startups. Past and present clients include; Crowdfund Capital Advisors, EarlyShares, IPO Village, Growthink, and Social Dynamx in addition to a host of other high profile Inc. award winning firms. Her and her team secured thousands of high profile media placements over the years, which have helped her clients achieve extraordinary business results. She has helped early-stage companies raise more than $20 million, make the Inc. 500 list, secure Fortune 500 accounts, and experience tremendous growth all through creative publicity and marketing strategies.

Joy's number one passion in life is to help entrepreneurs and businesses succeed. Knowing what a large impact PR can make on businesses she developed the first of its kind publicity platform for crowdfunding and growth phase companies "Enhance My Visibility" which will be available in early 2013. EMV will allow companies to leverage the power of publicity to increase investor dollars, close new accounts, and grow their businesses.

Outside of the private sector, Joy served as a Finance and Public Affairs Officer in the US Army Reserves and Guard. She sits on the board for Athletes for Change, an organization of NFL players dedicated to helping foster kids, and on the PR committee for the Crowdfunding Professional Association (CfPA), helping create messaging and form strategic relationships that will enhance CfPA's overall mission.

Joy Schoffler
Principal,
Leverage PR

Kevin Provost
Founder & CEO,
CrowdCampuses

Kevin Provost is Founder and CEO of CrowdCampuses, the premier authority in education, training, and strategy pertaining to best practices of the crowdfunding industry. CrowdCampuses is partnering with leading higher education institutions across the country in an effort to accelerate micro-economic development by bridging the gap between academic and local business communities. CrowdCampuses customizes programs designed to heighten the competitiveness and broaden the career potential of affiliate schools, students, and small-medium sized enterprises (SMEs).

An entrepreneur at heart, Kevin bought his first franchise at the age of nineteen while still in college. After graduation, Kevin co-founded DATT Group at the age of twenty-two, a grassroots 501c3 nonprofit organization that integrates education, technology, and enforcement strategies pertaining to the growing epidemic of Distracted Driving. As Director of Operations, Kevin worked with policy makers, educators, law enforcement officials, accident victims, and key industry stakeholders to develop the only national accreditation policy regarding Distracted Driving Safety.

With a ten-year history building B2B/B2C sales teams for nonprofits, franchises, and multiple Fortune 100 clients, Kevin is an advocate of face-to-face sales, which he describes as “the art of handling high levels of extreme rejection”. Kevin’s lifelong mission is to help reform the education system in America by providing academic institutions with disruptive low-cost programming that accelerates the Creative and Performing Arts, Student Entrepreneurship, and Experiential Learning.

Kevin Provost
Founder & CEO,
CrowdCampuses

Alon Goren
Founder & President,
Invested.in

Alon Goren is the founder and president of Invested.in, a local technology startup that specializes in Social Fundraising (Crowdfunding) technologies. Previous to founding Invested.in, Alon spent time at various banks, MySpace and IMDb. Alon holds a bachelors degree in Entrepreneurial Management from California State University at Channel Islands.

Alon Goren
Founder & President,
Invested.in

Rudy Sahay
Guggenheim Partners

Mr. Sahay is a founding member of the Principal Investment group at Guggenheim Partners, a privately held, global financial services firm with more than $180 billion in assets under management. Previously, he worked with H.I.G. Capital (“H.I.G.”), a private investment firm with $13 billion under management. While at H.I.G., Mr. Sahay was responsible for transaction execution, portfolio management, and deal origination. He has served as a member of the Board of Directors of Stant USA, a diversified Tier 1 automotive parts manufacturer of cooling and fuel systems. Prior to joining H.I.G., Mr. Sahay worked with former Secretary of State Madeleine Albright to evaluate emerging market investments through her private investment fund, Albright Capital Management. Mr. Sahay was also an investment professional at Jupiter Partners, a middle-market private equity firm investing in leading businesses in the consumer, specialty retail, business services and healthcare sectors. At Jupiter, Mr. Sahay served on the Board of Directors of H-G Holdings, an outsourced travel and expense processor that was sold to Concur (CNQR) in 2007. He has also served as a consultant for the Boston Consulting Group, where he was involved in numerous domestic and international engagements with Fortune 100 clients. Mr. Sahay is on the Executive Committee of Trigger Media. He received an M.B.A., with honors, from The Wharton School of the University of Pennsylvania and an A.B., cum laude, from Harvard University.

Rudy Sahay
Guggenheim Partners

Jouko Ahvenainen
Co-Founder,
Grow VC Group

Jouko Ahvenainen is serial-entrepreneur, e.g. co-founder of Grow VC Group, new funding solution, including equity p2p investment, pioneer. He has participated the work to change the US finance regulation and get the Senate and President to allow crowdfunding. Jouko is a partner and board member in other finance or portfolio companies, like Lost In Translations Inc., Skimmler Ltd and Project Papillon. He co-founded data analytics businesses. Before his serial entrepreneur career Jouko held senior positions at technology firms including Cap Gemini Ernst & Young, Powerwave Technologies Inc. and Nokia. In all roles he has been a driver to create new business. He is one of the pioneers in social media marketing, and personally had significant role to develop and sell the first social marketing intelligence solutions for mobile and media companies. Jouko has vast experience of international business in Asia, Europe, and North America; he has lived and worked in Finland, Malaysia, UK, and the US, and run business in Hong Kong.

Jouko has worked in teams to close several VC deals (from 150k USD to 15M USD), and also closed many large customer deals and been responsible for 40M USD annual revenue. He started his first own software business when he was 16-year-old. Jouko has been a Certified Adviser in NasdaqOMX First North lists stock exchanges. Jouko is on the boards of various start-up companies, and is a co-founder or seed investor in 11 companies.

Jouko is a regular speaker in many marketing, start-up funding, mobile and web conferences including SXSW, Mobile World Congress, CTIA, Next Conference, Echelon and Singapore Infocomm conferences around Europe, Asia, and the US. He is also a co-author in Social Media Data Analytics book. In 2013 he was listed Top 100 Influencers in Digital Industry.

Jouko holds an MBA from Helsinki School of Economics / McCombs School of Business, at the University of Texas, Austin and a M.Sc.(Tech.) from Helsinki University of Technology .

Jouko Ahvenainen
Co-Founder,
Grow VC Group

Kalli Meisler
Business Development Manager
Social Media Monthly

Kalli Meisler is a Mentor through StartupChicks, and the Business Development Manager for the Social Media Monthly magazine. Kalli has over 10 years of digital and online marketing, sales, networking, and venture collaboration experience. Kalli trains on optimizing your social media presence, and the creation of permanent online links.

Kalli is also a stakeholder of the crowd funding platform www.MazelTov.com, and assists with the product procuring and placement on www.LastClick.com.

Kalli Meisler
Business Development Manager
Social Media Monthly

Richard Salute
Consultant,
CohnReznick

Richard Salute serves as a consultant for CohnReznick’s Capital Markets Practice. Based in the Jericho, New York office, he has more than 37 years of audit, accounting, and tax experience. As an authority on SEC matters, Rich has been the key accounting and finance professional in numerous initial public offerings and has represented clients that trade securities on the New York Stock Exchange, the American Stock Exchange, NASDAQ and other over-the-counter markets. Prior to joining CohnReznick, Rich spent 29 years at a global accounting firm managing complex audits for public and private companies. During his tenure, he was responsible for providing clients with strategic planning services as well as consulting on corporate finance, mergers and acquisitions, and process evaluation.

Rich’s clients included large multinational companies and entrepreneurial start ups. In addition to his client responsibilities, he started three businesses for that firm: the Enterprise Group (New York Metropolitan area), the Technology Practice (New York office) and the Bankruptcy and Corporate Recovery Practice (nationwide). Rich is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. Rich graduated from Adelphi University, cum laude, and later taught in Adelphi’s University Master of Business Administration program.

Richard Salute
Consultant,
CohnReznick

Jilliene Helman
Founder & CEO
Realty Mogul

Jilliene Helman is the Founder and CEO of Realty Mogul. Realty Mogul is crowdfunding for real estate, a marketplace for accredited investors to pool money online and buy shares of pre-vetted investment properties or loans secured by real estate. Previously she was a Vice President at Union Bank, where the majority of her time was spent in Wealth Management working with the broker-dealer, registered investment advisor, real estate lenders and wealth planners. Jilliene is a Certified Wealth Strategist and holds a Series 63. She has a degree in Business Administration from Georgetown University and brings real estate and finance experience to the team. Jilliene is incredibly excited to share real estate investing with a broader group of investors.

Jilliene Helman
Founder & CEO
Realty Mogul

Amanda Barbara
Vice President
Pubslush

Amanda L. Barbara is the vice president of Pubslush, a global crowdfunding platform for books. Authors can raise funds, understand their audience, and self-publish or traditionally publish their work. A philanthropist at heart, she serves on the board of directors for the Pubslush Foundation, which supports children’s literacy initiatives worldwide, and is a founder and director of The Barbara Family Foundation, an organization committed to assisting charities and children in need. Amanda is an advocate for crowdfunding in the publishing world and has spoken at various conferences, such as Writer's Digest, Tools of Change, and the Digital Publishing Innovation Summit, and has been invited to serve as an ambassador and speaker at CONTEC at the Frankfurt Book Fair.

Amanda Barbara
Vice President
Pubslush

Braxton Pope
Producer
Sodium Fox

Braxton Pope is feature film and television producer who maintained a production deal with Lionsgate. Pope recently produced The Canyons written by Bret Easton Ellis, directed by Paul Schrader and starring Lindsay Lohan. The film generated national press because of the innovative way in which it was financed and produced and was the subject of a lengthy cover story in the New York Times Magazine. It was released theatrically by IFC and was selected by the Venice Film Festival. He produced the Lionsgate/Roadside Attractions feature film Shrink starring Kevin Spacey, Robin Williams and Gore Vidal which premiered at the Sundance Film Festival and received a national theatrical release. He also produced The Take, which was directed by Brad Furman. The Take was released theatrically by Sony Pictures to rave reviews and was nominated for an Independent Spirit Award. The cast included John Leguizamo, Tyrese Gibson, Rosie Perez and Bobby Cannavale and premiered at the Toronto International Film Festival where it was touted as a “must see film.”

He produced the feature film The Bondage which made its North American premiere at SXSW. He also produced Penny Dreadful, the MGM film Hit and Run and science fiction thriller Hirokin starring Wes Bentley. He Executive Produced Pete Smalls is Dead starring Tim Roth, Steve Buscemi and Peter Dinklage and the feature film Life is Hot in Cracktown, starring Kerry Washington.

He Executive Produced the feature documentary The Source Family which premiered in competition at SXSW and received a national theatrical release. He was a producer on the documentary Dirty Hands: The Life and Crimes of David Choe and is developing projects with Gus Van Sant, Gaspar Noe, Will Self, Denis Johnson and Sarah Silverman. In television he Executive Produced the Showtime pilots What’s Not To Love and Hedonism and a Lionsgate/FX comedy pilot Sweat Shop.

He produced the music videos Constant Conversations and Carried Away for electropop band Passion Pit that featured Peter Bogdanovich and Sophia Bush. Carried Away was nominated for three music video awards. He also produced the MGMT video Cool Song No 2 that featured Michael K. Williams and was acclaimed by Vice as “the best music video of the year.” He currently is prepping short form projects for MOCAtv and The Fader.

Pope began his career at Artisan Entertainment (formerly LIVE Entertainment) and was Director of Acquisitions, tracking films, attending film festivals and working on co-productions.

Pope received his B.A. from Cornell University and was a Telluride Scholar, a national scholarship and was the recipient of the Cornell Book Award. He was selected by the Hollywood Reporter for their Next Generation issue’s “35 under 35.” Pope is a member of the Producers Guild of America and Film Independent, a board member of Cornell in Hollywood and a participant in the ELeague (formerly the NBA Entertainment League). He has been featured at the National Association of Broadcasters super session and was an invited speaker at the Writer’s Guild of America, Bloomberg Finance Summit, 48 Hour Film Festival, Goethe-Institut, San Francisco International Film Festival and American Film Market. He has appeared on Huffington Post Live and TMZ and has written about film for Vanity Fair and Paste Magazine and was also the author of a pseudonymous entertainment column for the online literary site of McSweeneys Quarterly.

Braxton Pope
Producer
Sodium Fox

Alessandro M. Lerro
Founder,
Lerro&Partners

Alessandro is an Italian lawyer expert of new technologies and business creation. Founder of Lerro&Partners, he has been advising for years start up and small/medium sized companies dealing with information technology, healthcare, biotechnology and media.

He served as board member and C.E.O. in several companies involved in high technology industry and venture capital in Italy, Germany, Luxembourg and U.K..

Alessandro is often involved in merger and acquisition, venture capital and investment deals, mostly focused on small/medium businesses.

Appointed as Legal Expert of the Italian Environment Ministry from 1996 for 10 years, he joined a team working on sustainable economic innovation, taking care of regulatory documents; he also advised other public entities involved in the management of historical and cultural heritage and thereafter focused on government relations for new businesses.

Innovation enthusiatic and technology addicted, in 2005 he cofounded the first Italian stem cells bank and in 2011 the first Twitter network for Italian lawyers.

Lecturer in seminars and conferences with a focus on business creation, investment, international contracts, he is a regular author and blogger.

Alessandro M. Lerro
Founder,
Lerro&Partners

Rose Spinelli
Crowdfunding Consultant
The Crowdfundamentals

Rose Spinelli is enthusiast and trainer, blogger and speaker of The Crowdfundamentals, a consultancy designed to guide creators to navigate, connect and find success in the crowdfunding space through the power of storytelling.

As a 20-year veteran of journalism she has worked across platforms: as an editor for Time Out Chicago, a columnist for the Chicago Tribune, as well as amassing numerous publishing credits as an independent writer.

Screenwriting work in part includes writing and co-producing documentaries on environmental and social justice issues on the continent of Africa, for the US State Department and various nongovernmental organizations; PBS-sponsored educational video series; and her own award-winning documentary memoir called “Baking Bread.” Festivals at which it was screened include Laboratorio Immagine Donna, Florence, Italy; Malfemmina, New York; the Chicago Humanities Festival; and Slow Food Springfield.

Rose applies her skill set to assist creators to succeed using best practices, and through her belief in the democratic principles of crowdfunding her goal is to empower others to make their own dreams come true.

Rose Spinelli
Crowdfunding Consultant,
The Crowdfundamentals

Jonathan Miller
President & CEO
Plan Management Corp.

President and CEO of Plan Management Corp., the Philadelphia based, full service administrator of equity compensation award plans, and the developer of the OptionTrax® System for self-administration by issuers of their equity compensation plans. Plan Management is also the developer of the InvestmenTrax system, a complete and comprehensive securities and shareholder recordkeeping, maintenance and communications system for small to mid-cap companies, based on the decades of experience the Plan Mangement team had as an SEC registered transfer agent. Plan Management Corp. was established in 1994.

Prior to joining Plan Management Corp. in 2009, Jonathan was Founder, Chairman and CEO of StockTrans, Inc., which serviced the stock transfer needs of public and private companies. He sold StockTrans to Broadridge Financial Services, a New York Stock Exchange listed company, in 2009. At the time of the sale, StockTrans was the fifth largest stock transfer agency in the United States.

Jonathan served five terms on the Board of Directors of the national Securities Transfer Association during which time he played an integral role in negotiating and communicating with the SEC on various industry-related issues. He was also co-chairman of the STA’s Small Agent Committee.

Jonathan earned an MBA from the Wharton School of the University of Pennsylvania and a BA from the Pennsylvania State University.

Jonathan can be reached at jmiller@optiontrax.com or by phone at 610-359-5870.

Jonathan Miller
President & CEO
Plan Management Corp.

Eli Regalado
Co-founder,
VideoGoGo

Eli Regalado is a serial entrepreneur. He's the cofounder of VideoGoGo (because he couldn't hold down a respectable job). A full service marketing company based in Denver Colorado. Eli sees crowdfunding as the future and is positioning his company to be a thought leader in the space of taking innovative companies to market via the crowd. He's successfully crowdfunded over $200k on Kickstarter and Indiegogo.

Eli has ADHD, 6 sisters, 2 kids, a motorcycle, and a strong unquenchable desire to create and innovate. Eli has literally flown coast to coast and personally interviewed thought leaders including Steve Wozniak, Jimmy Wales, Vint Cerf, Larry Roberts, 8 Latin American Presidents, and many more. It was during this experience that Eli finally realized what his father meant when he told him growing up, "the world owes you nothing." You see, Eli believes everyone has greatness in them and in their own way they can change the world.

In addition to the agency he's currently working on 2 feature length films, a national crowdsourced music project sponsored by Hard Rock Cafe, and trying to brainstorm some ways to do some creative fundraising for a local youth education music project for inner city youth.

He loves collaborating and stalking people on Facebook, Linkedin, and Twitter. Watch out. You could be next.

Eli Regalado
Co-founder,
VideoGoGo

Jason T. Graf
CEO,
CrowdIt

Graf is the founder and concept-creator of CrowdIt. A SCORE mentor and avid entrepreneur, Graf has an unwavering drive to improve small business and startup success in the U.S. and all over the world. With his vision to modernize the current crowdfunding model to extend support beyond funding, CrowdIt is the first to incorporate business networking and much-needed support services into the crowdfunding experience. By acting as a virtual incubator, CrowdIt aims to rejuvenate the individual dreamer and reinforce the collective power of the crowd. With more than 13 years of experience in business and finance and as a business intermediary for Murphy Business & Financial Corporation, Graf’s passion for business, marketing, planning and financing has helped other business owners get the support they need to flourish in today’s economic climate.

Jason T. Graf
CEO,
CrowdIt

Erica I. Peña-Vest
Public Relations Veteran

Erica I. Peña-Vest is a public relations veteran with over 15 years of experience in media relations and marketing, and is currently the editor of three profitable blogs, the host of a popular podcast and a prominent social media influencer.

This year, Erica served as the Social Media Strategist for “The Bounce Back” Film Indiegogo campaign with Actor Shemar Moore which exceeded its half a million dollar goal and raised $613,000 - making it the fourth most funded film of all time using crowdfunding. Having developed different fan-centered social media strategies for this and subsequent projects, Erica is now highly sought after as a “fan expert” making her contribution to celebrity Crowdfunding campaigns innovative and invaluable.

Erica is the Founder and CEO of the Entertainment New Media Network, a network of over 600 online bloggers that help the entertainment industry promote projects through word of mouth marketing via online new media outlets. Her network currently has a monthly reach of over 10 million readers. They are currently working with various Hollywood celebrities, major film studios and record labels as new media publicists amplifying their marketing campaigns to the online masses.

Erica I. Peña-Vest
Public Relations Veteran

Mark Easley
Advisor to Technology Startups,
Goldhat Advisors

Mark Easley has been advising startups in the Research Triangle Park area of North Carolina since 2000 after a 25 year technology career in engineering, marketing, and sales in Silicon Valley. Mark has experience in the semiconductor business and related software and development tool products. In addition to his startup advisor activities, he has been on the executive board of a Raleigh/Durham area angel investor group and is a member of the Council for Entrepreneurial Development.

Mark Easley
Advisor to Technology Startups,
Goldhat Advisors

Elena Thomas
Chief Strategy & Operations Officer
Plan Management Corp.

Elena Thomas is the Chief Strategy and Operations Officer for Plan Management Corp., a full service administrator of securities-based incentive plans and the developer and licensor of the OptionTrax® equity incentive plan self-administration software application, and InvestmenTrax, a securities and shareholder record-keeping and accounting application for private companies.

Prior to joining Plan Management, Elena was a Project Manager with the world's foremost management consulting firm, McKinsey & Company, in their Philadelphia, Paris, and Mexico City offices. Elena focused on strategies for growth and development, and built deep expertise in access to capital and financial services for micro to mid-cap companies in both developed and developing economies. Elena has also worked extensively in M&A and Corporate Sustainability.

In addition to the U.S., Elena has worked across Latin America and Europe. Elena has published works on Equity Crowdfunding, Mobile Financial Services, and Sustainable Business Practices.

Elena has her MBA from the University of North Carolina Kenan-Flagler School of Business, and her BBA from The College of William & Mary.

More information about Plan Management can be found at www.planmanagementcorp.com. Elena can be reached at ethomas@optiontrax.com or by phone at 610-359-5870.

Elena Thomas
Chief Strategy &
Operations Officer
Plan Management Corp.

Aaron Young
CEO,
Laughlin Associates

For over 20 years, Aaron Young has been empowering business owners to build strong companies and proactively protect their dreams. An entrepreneur with several multimillion-dollar companies under his own belt, Aaron has made it his life’s work to arm other business owners with success formulas that immediately provide exponential growth and protection. Below are some of his career highlights:

Small Business consultant and Advocate

As CEO of Laughlin Associates, Aaron has served as a strategic-thinking partner for more than 80,000 business owners across a wide range of industries—from the largest yacht broker in the US, to franchisees, to electrical contractors, to medical professionals. Having witnessed both their common mistakes and common successes, he knows what works and what does not.

Drawing on his own entrepreneurial and corporate experience, as well as what he has observed with his diverse clientele, Aaron has developed a cutting-edge system to help small business owners level the playing field. He teaches them the six critical strategies that make the difference between failure and long-term success.

Aaron Young
CEO
Laughlin Associates

Dr. Susan MacLaury, PhD, LSW
Executive Director,
Shine Global

Dr. Susan MacLaury, PhD, LSW, is the Executive Director of the non-profit film production company Shine Global. She was an Executive Producer of the Academy Award®- nominated and two-time Emmy Award®-winning War/Dance, Academy Award®-winner Inocente, The Harvest (La Cosecha), and the forthcoming 1 Way Up in 3D. She is currently producing Selling Our Daighters. She also directs the outreach and advocacy for all of Shine’s projects.

Susan is dually degreed in social work administration and health education. For more than twenty years she has directed educational and prevention programs for adolescents in New York and New Jersey. She has also provided extensive staff development to teachers, counselors, and healthcare providers working with adolescents nationally. She currently teaches at Kean University.

Susan is the author of “Student Advisories in Grades 5-12: A Facilitator’s Guide,” now in its second printing, as well as producer of the short form documentary, “Project Highroad.”

Dr. Susan MacLaury
Executive Director,
Shine Global

Gene Massey
CEO,
MediaShares & CinemaShares

Gene Massey is the CEO of MediaShares, and CinemaShares, its subsidiary company for financing films. CinemaShares currently holds an issued U.S. Patent for financing movies (#6,792,411) by investing through Crowdfunded online stock offerings. MediaShares licenses its software and system to companies seeking funding to help them market their shares online. Gene is now a regular speaker at Crowdfunding events on the topic of online investments. Prior to his role with MediaShares, he was best known as a multi-award winning Director of television commercials and short films, and for seven years he directed commercials for the Callaway Golf Company.

Gene Massey
CEO,
MediaShares & CinemaShares

Carl A. Steffen
CPA/ ABV/ CFF, CVA, ASA, CBA, ABAR

Carl A. Steffen joined Wisan, Smith, Racker & Prescott, LLP in January 2003. Carl specializes in business valuations associated with the purchase/sale of a business, mergers or acquisitions, estate and gift taxes, Employee Stock Ownership Plans (ESOPs), and litigation support. His past experience includes providing tax compliance, planning, and research (federal/multi-state/foreign) for individuals and businesses.

A licensed CPA in Utah and California, he earned an MBA (Accounting) from the University of California, Berkeley and a Master’s degree (Taxation) from Golden Gate University (San Francisco). He has been named an Accredited Senior Appraiser (ASA) through the American Society of Appraisers and a Certified Business Appraiser (CBA) through the Institute of Business Appraisers. Carl is also accredited as a Certified Valuation Analyst (CVA) through the National Association of Certified Valuators and Analysts (NACVA) and is accredited in Business Valuation (ABV) through the American Institute of Certified Public Accountants (AICPA). He is currently one of only about fifteen individuals who hold all four business valuation designations nationwide. Further, Carl has also received the Accredited in Business Appraisal Review (ABAR) designation from the Institute of Business Appraisers, and he is also Certified in Financial Forensics (CFF) through the AICPA.

He was honored as Outstanding Member of the NACVA in 2001. He is a former President of the Utah State Chapter of the NACVA and is a former member of its Valuation Credentialing Board. Carl is a current member of NACVA’s Standards Committee, as well as a member of other professional organizations. He has made numerous presentations on business valuation before professional organizations.

Carl A. Steffen
CPA/ ABV/ CFF, CVA, ASA, CBA, ABAR

Daryl Hatton
CEO
FundRazr

FundRazr’s founder and CEO, Daryl Hatton loves the challenge of building companies from scratch. In 30 years’ software industry experience, Daryl has founded multiple start-ups and helped bring one to a successful NASDAQ IPO in 1999. With FundRazr, he has found a way to bring his passion for helping people help themselves into his professional life.

Daryl actively serves as director, mentor or advisor to multiple startups and as an internationally recognized crowdfunding expert via CAPS Council and NCFA. When not tangling with marketplace competitors, he unwinds by polishing (off) his credentials as a Scotch whisky connoisseur.

Daryl Hatton
CEO
FundRazr

McCabe Callahan
Co-Founder & CEO,
Community Funded Enterprises

McCabe Callahan is co-founder and CEO of Community Funded Enterprises. Callahan is a passionate entrepreneur and the founder, owner, and operator of Mugs Coffee Lounge. He is an active community member in Fort Collins and sits on Board for Downtown Development Authority, Downtown Business Association, Beet Street; Committee member of Local Living Economy Steering Committee, and Fort Collins Budgeting for Outcomes Economic Health Task Group.

McCabe Callahan
Co-Founder & CEO,
Community Funded Enterprises

Steve Ferrando
Founder & CIO,
CrowdClear

Steve has spent the majority of his information technology career in the financial services industry. Prior to joining Bendigo Partners and founding CrowdClear, Stephen ran the software solutions firm that he founded, dbConcert, Inc. In his capacity as CEO of dbConcert, Steve has worked with a wide variety of financial services institutions, from the smallest hedge fund to the largest investment banks. He was instrumental in helping the firm's clients improve operational efficiencies, streamline workflows and minimize the possibility of errors while at the same time reducing overall technology expense. Steve was CIO and one of the founding members of TIR Securities, an international soft-dollar broker. Steve started his career with First Boston and attended Rensselaer Polytechnic Institute.

Steve Ferrando
Founder & CIO,
CrowdClear

Peter M. Einstein
Founder, CF4ALL
Co-Founder, CrowdU

A socially-conscious advertising expert and entrepreneur, Peter is currently launching CrowdFunding4All ("CF4ALL") -- the first "Crowd- Powered Project Search & Support Network"" -- and CrowdU -- the first "School of Higher CrowdFunding Education." Peter's chapter on CrowdFunding for a soon-to- be-released book by legendary entrepreneurial strategist Jay Abraham and Daymond John (star of TV's "Shark Tank") served as the inspiration for CrowdU's core curriculum. A Co-Founding Board Member of the Crowd Funding Professional Association (CfPA), he is also a member of the Transformational Leadership Council -- an elite group of thought leaders founded by Jack Canfield ("Chicken Soup of the Soul").

Peter launched his career with the introduction of Arm & Hammer Non-Polluting Laundry Detergent -- the world's first major eco-friendly brand -- and made "green marketing" history again with a humorous animated commercial that put a box Arm & Hammer Baking Soda into 70% of America's refrigerators and was honored as one of the top commercials of all-time in the book "The Best Thing on TV." His early new product work also included the original concept and name for Jell-O Pudding Pops, and introductory campaigns for the gull-winged DeLorean sportscar, America's first cellphone service (for AT&T Technologies), and numerous health-conscious brands for the Thomas J. Lipton Company -- for which he was awarded their President's Award an unprecedented two years in a row.

He left the ad agency world to produce numerous creative efforts for "holistic" magazine, book, and audio publishing projects; mind/body wellness authors Andrew Weil and Deepak Chopra; and many leading natural health products -- including Oscillococcinum, the world's #1 holistic medicine, which won an international creativity award ("Tough to Pronounce, Even Tougher on Your Flu.") As Founder / Executive Producer of Inner Voyages ("the world's most popular holistic vacation"), he created 5 Intuition Cruises, 7 Inner Voyage cruises, the first Yoga Cruise and Mind-Body Wellness Cruise -- as well as the 13-part Inner Voyages TV series. Using his own variation of pre-internet CrowdFunding, Peter offered his wealthier clients incentives to make advance payments for their luxury suites in order to reserve hundreds of cabins for less affluent attendees.

Peter M. Einstein
Founder, CF4ALL
Co-Founder, CrowdU

Conley Giles
Founder,
Vovation

Conley is the founder of Vovation.com a Crowd Funding site for innovators and inventors. He is an experienced entrepreneur and inventor with over 25 years of designing, developing and bringing new products to market. As an inventor, he has patents for consumer electronics, business processes, building components, packaging systems, and sporting goods. As an entrepreneur, he has established multiple start-ups around these patents.

Conley Giles
Founder,
Vovation

Bryan Zhang
PhD Researcher in Crowdfunding
University of Cambridge

Bryan Zhang is a PhD researcher in crowdfunding at the University of Cambridge. Focusing on start-ups and SMEs, his research examines the economic geography of crowdfunding in the context of international political economy. He is currently a board advisor to a number of crowfunding organisations and platforms worldwide. He is also one of the academic contributors for the 2013 Crowdfunding Industry Report. Bryan is a Fellow of the Royal Society of Arts and a Postgraduate Fellow of the Royal Geographical Society. He holds a BA from Cambridge and an MSc from the University of Oxford.

Bryan Zhang
PhD Researcher in Crowdfunding
University of Cambridge

Event Organizers

Ruth Hedges,
Creator & Producer,
Crowdfunding Convention & Bootcamp

In 2012 Ruth Hedges created, produced and hosted the largest crowdfunding event of the year. Ms. Hedges is known worldwide as a leader, pioneer, educator and key player in the crowdfunding industry and also played a pivotal role alongside the members of Startup Exemption to help get the JOBS Act bills passed. Her journey continues as she strives towards making the 2nd Annual Global Crowdfunding Convention & Bootcamp yet another huge success and it's already well on pace to be even bigger and better than last year.

Ms. Hedges is the CEO of Unismart Capital Software Inc., which created the Funding Roadmap, the first and only standardized crowdfunding reporting system on the cloud and is also the creator of Crowdfundingroadmap and StartupsAcrossAmerica.com.

Ms. Hedges is also one of the founding board members who helped establish both the Crowdfunding Professional Association (CFPA) and the Crowdfund Intermediary Regulatory Advocates (CFIRA). She's now on the governance board of CFPA and is also a council member of the Crowdfunding Accreditation for Platform Standards (CAPS) program.

Over the years Ms. Hedges has also been heavily involved in philanthropy and has been widely recognized for her participation in the battle against hunger and famine. Her philanthropic services have been acknowledged by People magazine, the New York Times, LA Times & the Chronicle of Philanthropy just to name a few.

Ruth Hedges
Creator & Producer,
Crowdfunding Convention & Bootcamp

Event Steering Committee

Joe Phelan
Vice President,
Funding Roadmap

Joe Phelan has been with Funding Roadmap, the virtual planning and due diligence reporting platform, since its inception. He worked on startups with Ruth Hedges in the dotcom days of the late 1990s. Prior to that Phelan did product, curriculum and design consulting with such clients as IBM, Lotus Development, Digital Equipment, Fidelity Investments and the Harvard Business School.

Joe Phelan
Vice President,
Funding Roadmap

Mary E. Juetten,
Founder & CEO,
Traklight

Mary has over twenty-five years of varied leadership, management, and business and financial consulting experience including successful turnarounds in the public and private sectors. Mary is a recovering accountant, holding both a CA and CPA, and a Bachelor of Commerce from McGill University and a JD from Arizona State University (ASU).

In 2010, during law school, Mary founded traklight.com, a site that provides inventors, creators, entrepreneurs, and small businesses with the software applications and tools to identify, secure, and manage their intellectual property. Mary also consults and mentors small start-ups in the areas of planning, business models, and intellectual property identification.

A native of Canada, Mary now lives in Phoenix with her husband and teenagers. In addition to volunteering as a mentor at ASU, Mary is active in locally with the Arizona Tech Council, Startup Arizona, and 85 Broads Phoenix and is a member of the UIA, CfIRA and the CfPA.

Mary E. Juetten
Founder & CEO,
Traklight

Darryl Burma
Marketing Campaign Specialist,
CaptureTrackConvert

Darryl is an entrepreneur and also a social media and crowdfunding expert who enjoys educating & helping others succeed.

With over 15 years of web development & marketing experience, Darryl has helped numerous companies both reach and exceed their online branding, development and marketing goals. He’s a Senior Developer & Marketing Campaign Specialist at CaptureTrackConvert, Co-Founder of TheDigitalFA.com, Lead Developer at CrowdfundingRoadmap.com and Founder & Owner of Starting Trends.

Darryl Burma
Marketing Campaign Specialist,
CaptureTrackConvert

Shawn Willis
Sr. Marketing & Sales Executive,
Market-Wise365

Shawn Willis jumped in the life of an entrepreneur at age 15, marketing and promoting parties, concerts and fashion events. During the last year of college, she was contracted for market research and concept development by small and medium-sized businesses within the fashion, automotive and construction industries, which she has developed into a complete sales and marketing consulting company. With complete understanding and adulation of any of her client's brand, product/service and vision, Shawn has substantially increased the profitability and effectively added to the market positioning of 23 manufacturing companies and 31 small business retail, goods and service companies. Now Shawn Willis will help to increase the success of entrepreneurs, small businesses, start-ups and non-profits in their efforts to raise capital through Crowdfunding Roadmap and the Global Crowdfunding Convention and Bootcamp.

Shawn Willis
Sr. Marketing & Sales Executive
Market-Wise365

Media & Buzz

Sponsors

A big thank you and special mention to the companies and organizations supporting this event!

Workshops

Workshop Participants


 

Crowdfunding Expo & Funding Portal Pavilion™

Contact Us

Your phone number will be kept strictly confidential and will never be shared with anyone.
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Our Event Will Be Hosted at The M Resort Spa & Casino in Las Vegas

The M Resort Spa & Casino Las Vegas

12300 Las Vegas Blvd S.
Las Vegas, NV 89044

October 14-16, 2013

Proud Supporter of Global Crowdfunding Day
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