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Live Webinar

90-minute live streaming program
  • June 10
  • 1:00 - 2:30 pm EST

Equity Crowdfunding Strategies and Techniques

June 10

Gain an understanding on how to conduct a successful crowdfunding campaign.

This topic will provide an abundance of information about crowdfunding and how you can structure and conduct a successful crowdfunding campaign. We will start with the basics - a simple definition of crowdfunding. We will then describe different types of crowdfunding that are currently available in the United States and then explain the various types of crowdfunding campaigns and the rules that govern each of them. This information will provide you with a clear understanding of the status of crowdfunding in the United States and how you can launch your crowdfunding campaign in compliance with applicable laws.

Learning Objectives

  • You will be able to define crowdfunding.
  • You will be able to describe the difference between equity-based and donation-based crowdfunding.
  • You will be able to identify different types of investment platforms.
  • You will be able to explain the parameters of what is allowed and what is not under Regulation CF.

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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Distinguishing Between Equity-Based and Donation-Based Crowdfunding
Overview of Federal Securities Laws Applicable to Crowdfunding
Types of Investment Platforms
  • Broker-Dealer Investment Model
  • Venture Capital Fund Investment Platform Model
  • Jobs Act Title II (Accredited Investor) Platforms
  • Jobs Act Title III Funding Portals
Title III Crowdfunding
  • Parameters of What Is Allowed and What Is Not Under Regulation CF
  • Recent Developments as a Result of COVID-19
Major Trends
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • CPE 1.8 including Specialized Knowledge 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Specialized Knowledge for 1.8 hours. Prerequisite: basic knowledge of business financials. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, LLC. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Specialized Knowledge and Applications for 1.5 hours.
     

Who should attend?

This live webinar is designed for presidents, vice presidents, accountants, CPAs, controllers, accounting managers, CFOs, directors, business owners and managers, finance directors, and estate and financial planners.

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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Ignacio Celis-Aguirre

Ignacio Celis-Aguirre

Mitchell Silberberg & Knupp LLP

  • Associate at Mitchell Silberberg & Knupp LLP
  • Corporate and securities lawyer
  • Focuses on corporate and transactional law, specializing in providing legal counsel to early and mid-stage companies
  • Represents public and private companies engaging in debt and equity securities offerings
  • Graduate, University of Pennsylvania Law School; certificate in management, The Wharton Business School
  • Can be reached at [email protected] and linkedin.com/in/ignacio-celis-aguirre-390902148
Arina Shulga

Arina Shulga

Mitchell Silberberg & Knupp LLP

  • Partner at Mitchell Silberberg & Knupp LLP
  • Corporate and securities lawyer
  • Counsels emerging growth companies regarding formation, corporate governance, fundraising (whether it is through convertible notes, SAFEs, or equity financing), various intellectual property matters, including non-disclosure agreements, trademarks, licensing, and master services agreements
  • Represents emerging investment fund managers during the fund formation process
  • Adjunct professor of entrepreneurial law at Fordham Law School
  • Previously a corporate and securities law attorney at Cleary Gottlieb Steen & Hamilton LLP
  • Frequent speaker at various conferences and authors the blog “Business Law Post”
  • Graduate, summa cum laude, University of Pennsylvania Law School; certificate of study in business and public policy, The Wharton Business School
  • Can be reached at [email protected] and linkedin.com/in/arinashulga
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 405431
Published 2020
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