October 26, 2015


5 Star Trump Hotel Collection, Las Vegas, NV


60 Tickets


5 Professional Speakers

Our Premier Sponsor


GCCB 2015 / REG A PLUS Master Class Training / REG A PLUS Master Class Training

This very special event will sell out quickly and space is limited. Join us for the country’s first REG A PLUS Master Class training for professionals under the JOBS Act

We will kick off this event on Sunday night with a special Dinner for our sponsors and VIP attendees .

This is your opportunity to learn from the best and the brightest experts in the industry how you can integrate this new securities offerings directly into the professional services that you offer your clients . And this will help you stand out as one of the first experts in Title IV of the JOBS Act, REG A PLUS in your city or state.

This is a first mover advantage you don’t want to miss.

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Event Schedule /

Final Agenda

Exciting Agenda For GCCB 2015- REG PLUS MASTER CLASS OCT 26th 2015


8:00 – 8:10 What to expect during the day.During the morning session, our experts will explain and discuss what is involved in preparing and filing a successful Reg A Plus offering. Need for education.Need for strong industry leaders. ​​Introduce​ ​and thank ​​Platinum Sponsor Next​ ​Gen​eration​ Crowdfunding ​founder Aubrey Chernick​.

8:10 - 8:30
Dr. Richard Swart- Brief remarks about the state of the industry. Briefly introduces each panelist. Each panelist spends less than a minute introducing himself and his work in the space.

Dr. Swart introduces Mark Roderick for a legal overview of Regulation A+.

8:30 – 8:50 Mark Roderick - Legal Overview of Regulation A+
Brief history of Regulation A
Tier 1 and Tier 2
Where Regulation A+ fits within framework of U.S. securities laws.
Who can legally use Regulation A+.
Why use Regulation A+?
Why not use Regulation A+?

8:50 – 9:20 Panel: Brian Korn, Sam Guzik, Steve Sadler
​and ​Jonathan Wilson​– What Kinds of Companies Should Use Regulation A+?

9:20 – 9:50 Panel: Brian Korn, Sam Guzik, and Craig Denlinger – The Mechanics of Preparing and Filing Form 1-A and Financial Statements Structure of Form 1-A
What a financial audit entails
Roles of Company, lawyer, and accountant
Time to prepare and file
Cost to prepare and file
Need to “Edgarize”

9:50 – 10:05 Morning Break

10:05 – 10:50 Panel: Sam Guzik, Mark Roderick, Brian Balbirnie – State Preemption, Testing the Waters, Combining Regulation A+ With Other Offerings, Sales by Existing Security-Holders, Permitted Number of Investors

10:50 – 11:30 Panel: Brian Korn, Sam Guzik, Steve Sadler, and Craig Denlinger – After the Regulation A+ Offering
Ongoing reporting and financial statements
Managing investor relations and shareholder communications
Additional capital raises
Sales of securities by investors
Legal liability of company and insiders

11:30 – 12:00 - Lunch Sponsor - Syndicated Lawyers - Jillian Sidoti, Esq

12:00 - 1:00 - Eat and meet luncheon sponsored by Syndicated Lawyers
Enjoy a great meal while you network with our sponsors in their private penthouse rooms. Make the kind of relationships you will need for long-term success.

1:00 – 1:30 Ron Miller, and Darren Marble ​ will discuss the​ ​The Story of Elio ​using RegA+ "Testing the Waters" and how they did this....​​
$25,000,000​- ​Funding ​ ​Goal​ ​157%​ ​Reserved

$39,375,809​ ​in non-binding indications of interest received so far​ with Q​ ​&​ ​A

1:30-1:45 Platinum Sponsor NextGen Crowdfunding ​Founder​ ​Aubrey Chernick​

1:30-2:30 Ruth E. Hedges, Joy Schoffler, Darren Marble, Melinda Moore
“TESTING THE WATERS” Learn the best ways to find out if there is enough interest in your offering ? TTW allows you to explore in a non- binding way if there is enough of an expression of interest from potential investors.

We have gathered an esteem group of experts who will teach you how to present and promote your offering using Digital Marketing Social Media, PR and other Tools. We will cover the best ways to market and "Test the Waters so you can build a loyal tribe of excited followers and fans who want to become customers and investors.
Learn how to stand out from the crowd. Learn how to Identifying your target investors—accredited & unaccredited—and the best ways to reach them using Twitter, Facebook, and linkedIn and so much more..
How do you gauge the response and determining if there’s sufficient interest in your offering to move forward.

2:35- 3:35 - Sponsored Workshops.

​Room 2- ​Manatt- Brian Korn

​Room 3- ​Syndicated Lawyers - Jillian Sidoti, Esq

Room 3- Issuer Direct - CEO Brian Balbirnie will discuss : Stock Transfer, the critical path to liquidity ,Converting from paper to electronic, The DTC application process, Costs Investor Engagement and Post listing strategies

Room 4 - Crowdfunding CPA - Craig Denlinger and Jonathan B. Wilson Accounting:- Audits and semi-annual financial statements are required for companies raising money through Reg A, Tier II funding, get a deep understanding on the best way to to this done.

3:35- 3​:​50 Snack- Break

Jonathan Frutkin, Amilcar Chavarria, Alixe Cormick, Melinda Moore, Martin Tate, Jillian Sidoti, Esq, Justin Belleme

We will have an expert at each table with a different topic. Attendees will rotate tables to engage in the different conversations.

Topics will be:
1. How do we expand distribution via crowdfunding platforms, broker/dealers and RIAs.
2. Creating Liquidity - Powers and restrictions of venture exchanges, and terms under which venture securities can be resold on secondary markets.
3. What will early stage investors look for in Reg A+ offering, and what can issuers do to increase the public's interest. Who are best candidates for a Reg A+ offering
4. Pros & cons of investing at different stages of the early growth cycle, from seed/angel to VC to pre-IPO and Reg A+5.
5. How do investors clearly evaluate the risks vs. rewards of Reg A+ securities and determine if they’re fairly valued?
6. What steps can the new industry of professional service providers do together to build a nationally known brand around this new RegA+ offering so that issuers use it, and millions of potential investors make investment's now and long into the future.

5:00 - 5:30 Final days wrap up panel, Ruth E Hedges will moderate.
Jillian Sidoti, Esq, Jonathan Wilson, Brian Korn, Mark Roderick, Stevens Sadler

5:30- 7:00 Cocktail party.
We will move into the Penthouse down the hall for a fantastic cocktail party, and to celebrate this historical event.

We want to Extend A Very Big Thank You​ ​To​ ​Our​ ​Amazing Sponsors and Speakers.

Event Sponsors / Thank you

Contact Us

Interested in Sponsoring?

Why Should You Join Us / Reg. A Plus Master Class

Americans are standing on the cusp of a revolution in how we access capital.

The signing of the Jobs Act and release of some of the rules along with advances in transactional technology, virtual solicitation and financial platform technology make it much easier for businesses, investors, and consumers to raise capital and make investments than ever before.

On June 19, 2015,  Regulation A+ rules adopted by the U.S. Securities and Exchange Commission became effective. Regulation A+ provides an important capital-raising alternative for private companies in the United States and Canada.  Whether your clients are contemplating a Regulation A+ offering as a precursor to an IPO, as a liquidity opportunity for existing holders or as an alternative to a traditional IPO, you will need to understand the requirements of the final rules to be able to properly provide them with your professional services.

We know the future of  REG A PLUS  starts with well educated professionals. Knowledge is power. So don’t wait, empower and educate yourself with a world-class educational program produced by Industry pioneers.  And then add your firm to a list of the countries leading experts who are at the forefront of this new offering that we will be heavily promoting.

Event Co-Producers / organizers

Ruth Hedges


Ruth E. Hedges is one the world's foremost authorities on crowdfunding and is one of the original pioneers of the legislation that was ultimately signed into law as the JOBS Act on April 5, 2012. (more…)

Sydney Armani


Sydney Armani is a long time silicon valley entrepreneur, with more than twenty years experience in Valley's community acting in both an entrepreneurial and investing capacity. (more…)

Event Speakers / meet with greaters

Intermediary Regulatory Advocates (CIFRA), and an early leader in the field. Richard co-organized the first major national conference on crowdfunding and coordinated several educational events on the JOBS Act throughout the United States for the White House. (more…)

Brian Korn


Brian S. Korn is a partner in the Capital Markets practice group at Manatt, Phelps & Phillips, LLP, and is resident in the firm’s New York office. His practice focuses on corporate finance transactions, including initial public offerings (IPOs), (more…)

Chief Executive Officer, Allegiancy Steve is the impetus behind the formation and strategic direction of Allegiancy, contributing essential skill sets, institutional relationships, and experience to the team after spending nearly twenty years (more…)

Jonathan Frutkin has a long history as a business executive and owner. He has owned a website design business, a software company, a real estate development company and was the developer for a national ice cream chain. (more…)

Samuel S. Guzik has more than 35 years of experience as a corporate and securities attorney and business advisor in private practice in New York and Los Angeles, including as an associate at Willkie Farr and Gallagher... (more…)

Ron Miller


Ronald D. Miller is an entrepreneur’s entrepreneur having visualized, founded, built and sold five companies through management buyouts, private equity firms, private investors and public markets. He is a four time Inc. 500/5000 Award recipient and as an Ernst & Young Entrepreneur of The Year Award Finalist. (more…)

Joy Schoffler


Joy Schoffler has spent her career launching high performing startups—helping them raise capital and achieve growth through creative publicity strategies. Leverage PR works with the leaders of the crowdfunding industry, investment firms, and high potential startups. (more…)

CEO Brian Balbirnie is the founder, CEO and member of the Board of Director. Brian established Issuer Direct in 2006 with a vision of creating a technology driven back-office compliance platform that would reduce costs as well as increase the efficiencies of the most complex tasks. (more…)

Miguel (Michael) Colón is the Head of EMEA and Vice President of Strategic Accounts for Issuer Direct Corporation. Prior to joining Issuer Direct Colón was the founder and CEO of SEC Compliance Services a full service XBRL and EDGAR provider. Issuer Direct acquired SEC Compliance Services in 2012. (more…)

Craig Denlinger is the managing partner of CrowdfundCPA, a boutique CPA firm specialized in Reg A+ and other small business audits and financial reporting matters. (more…)

Markley S. Roderick concentrates his practice on the representation of entrepreneurs and their businesses. He represents companies across a wide range of industries, including technology, real estate, and healthcare. (more…)

Justin Belleme is the founder and Director of Strategy at JB Media Group, a full service Internet marketing agency and also a co-founder and lead trainer in the JB Media Institute, a comprehensive online marketing education program. (more…)

Jonathan B. Wilson is an experienced business lawyer who enjoys solving complex business and transactional problems for clients. He applies his more than 20 years of experience (more…)

Christopher has worked as an Analyst, Asset Manager & Executive for large Wall Street REITs, the FDIC & Fannie Mae. Christopher played a pivotal role at the FDIC leading the take down of over 150 banks & the disposition of over $2BB OREO assets. (more…)

Specializing in transactional legal matters, Jillian Sidoti can assist clients who are looking to raise private money legally. (more…)

Melinda Moore


Melinda is an award-winning innovative entrepreneur who was recently named one of the Top 50 Digital Women in 2015 by Digital LA. (more…)

Serial FinTech Entrepreneur & CEO at FundPaaS, the easiest way to raise capital online (more…)