AGENDA for 2016 - GCC - Global Crowdfunding Convention

With Billions of Dollars Changing Hands Leave Nothing to Chance!                             

About the GCC : We feature two days and nights of inspirational, educational Keynote speakers, Fireside chats, networking, interactive education, 1:1 mentoring, with Rewards, Donation and Equity tracks packed with information for the entire industry. Fun parties and networking opportunities for startups, entrepreneurs, small business owners and students, regardless of the stage your idea or business is at.

The GCC is aimed at professionals in the financial services, legal and accounting industries as well as government officials, who benefit from learning laws and best practices around Crowdfunding in order to advise their clients and communities. It’s aimed at anyone who wants to learn how to increase their chances of success when running a Crowdfunding campaign. It is a place to bring angel investors and startups together.

Below is an overview of the amazing agenda we have planned for you.

If you haven’t done so yet, please Click here to purchase your badge and reserve your room at the venue hotel, Planet Hollywood Resort.

Agenda is subject to change without notice.    


Sat October 15th 2016

Pre-Registration sign in desk will be open at 5pm -9:00pm 

Booth Set-Up: 5pm – 9:00 pm

When registering at our Welcome Desk, make sure you sign up for 1:1 time with attending angel investors, crowdfunding experts and round table discussions in  “The Situation Room”, where you can get advice on your capital-raising journey. Spaces are limited.


Sun October 16th 2016

7:30 – 8:30 am  Registration, Continental Breakfast, Networking in the Crowdfunding Marketplace

8:30 am- 8:40  Opening Remarks and Introduction by Ruth E. Hedges, GCC Executive Producer and Founder, Industry Pioneer,
A look back on 5 Years of Crowdfunding!

8:40 am – 9:00 am   Opening Day Keynote Speaker:  Tony Drexel Smith

Business Capital 101  “Realistic expectations for the acquisition of speculative capital through proven funding Instruments including crowdfunding, debt, equity & royalty financing.”

The purpose of this keynote is to educate by defining the processes, documentation requirements and methodologies used to determine the identification, qualification, and feasibility of the most appropriate alternative funding sources for startups, early stage and growth companies in the US speculative capital markets, including the crowdfunded equity, debt and royalty offerings.

9:00 am – 9:45  Ruth E. Hedges

30 DAY’s of Crowdfunding- An honest examination of what you will experience and need to do to succeed at crowdfunding.

Pre, Launch, and Post Campaign Best Practices. Applies to Rewards, Donation and Equity crowdfunding.

  • Ruth E. Hedges
  • Brad Yasar
  • Kathleen Minogue

9:45- 10:30    Fireside chat with Vladimir I. Ivanov, Ph.D. Senior Financial Economist US Securities and Exchange Commission, and Kendall Almerico, CEO Bankroll Ventures, Attorney at Law and JOBS Act Expert.

THE LONG ROAD TO AMERICANS INVESTING IN THE AMERICAN DREAM: The 3.5 year rule-making process Title lll.

The conversation continues when they engage our audience with the following question:  Is the public ready to invest in a startup the same way they do with other high-risk options?

10:30- 11:15  – Crowdfunding Starts with a well-educated mind. 

The time for Colleges and Universities to incorporate Crowdfunding education in their curriculums has come. This respected panel of educators will discuss how to expand that education and the impact it will have should everyone have access to it.

Some leading educators in the country are currently helping integrate crowdfunding in educational institutions. They will discuss how to enlist colleges, universities, and tech transfer offices, motivating and preparing them to use regulation crowdfunding and expanding their fundraising efforts with donation-based crowdfunding.

Moderator:  Andrea E. Morris  Assistant Dean University of Maryland

  • Zachary Miles-  UNLV
  • Charles Eason – Doing What Matters
  • Dr. Richard Swart
  • Miguel (Michael) Colón Entrepreneurship & Business Chabot College

11:15- 11:30 Alessandro Lerro, Founder Lerro & Partners, Italy –

Case Study.


12:00- 12:30  The Real Power Behind Local  Crowdfunding Investing in your own neighborhoods.

Imagine the power and transformation of our society if local people invested in their neighborhoods, cities and states. What if profits from all this investment and new development were passed onto individual citizens, rather than a handful of Wall Street managers? How would that change what and where something gets built? How would that transform the cities we live in?

  1. Brian Mac Mahon
  2. Damon D’Amore
  3. Diane Wolverton
  4. Alessandro Lerro

12:30 – 1:30  Lunch break  

After you grab some lunch, come hang out in the Crowdfunding Marketplace where you´ll meet startups and campaigners at their booths and demo stations. Network at the Funding Portal Pavilion.

This is also Office Hours time for those who signed up at our Welcome Desk during registration. Meet mentors and Angel Investors during 10 minute sessions, and meet with one of our experts in “The Situation Room”.

While some attendees have a basic understanding of crowdfunding and the opportunity it provides, it takes much more to succeed.  We’ve gathered industry leaders to share their knowledge and expertise directly with our attendees. They will help you obtain the tools and knowledge to successfully crowdfund before you spend time and resources you will never recoup.


The Heart and Soul of Crowdfunding: Change and Generosity

Crowdfunding makes it possible to bring about the change we want to see in the world. Generosity drives Billions of dollars in donation-based crowdfunding, and speaks of our solidarity towards those in need, showcasing the best of our humanity. We are here to help each other. This is the “one experience” we share as humans. During this segment, we discuss examples of successful drives such as the 5 million crowdfunded in 3 days for Pulse nightclub victims, to the 220 million crowdfunded for the Bernie Sanders campaign.

Moderator: Devin Thorpe – Champion of social good.

  • Derek Fetzer
  • Joe Magee
  • Justin Giddings
  • Jay Maharjan

Topics discussed:

  • Why should my charity or nonprofit organization use crowdfunding? We discuss giving back and raising large sums of money for great causes with crowdfunding.
  • What nonprofits need to know about crowdfunding. Learn how to raise funds for your non-profit or faith-based organization. Reach a wider audience and engage a broader community of supporters.  
  • Crowdfunding after a national disaster or personal crisis.
  • Benefits and advantages of Crowdfunding. Building relationships between donors and organizations, inspiring new donors who might not have otherwise contributed. Nonprofit’s use of crowdfunding is growing at an exponential rate, with many nonprofits coming onboard, attracted by the potential of finding new supporters. We will discuss why crowdfunding can become an invaluable part of the nonprofit fundraising toolkit.

2:30 -3:30  Social Media Marketing for all forms of Crowdfunding. 

Moderator: Ruth E Hedges

  • Kathleen Minogue
  • Roy Morejon
  • Vivian Greene
  • Zach Smith

Before and after campaign makeover slides on how to bring more attention, exposure and visibility to your Crowdfunding campaign. We share tips and tools, and how to use them to build a crowd. Proven strategies on how to bring targeted traffic to your campaign and convert them into backers or investors in order to meet or exceed your funding goals.

Demonstrations and discussions 

The Prelaunch- Every crowdfunding campaign fails or flourishes during this step. What is a pre-launch? How long should it last? What are the key success metrics attached to it? Examples of successful pre-launches, tools, and step by step processes.

Public Relations- How to write a compelling media pitch (and examples of what NOT to do). Learn the difference between mainstream media, bloggers and how to approach them.

Video- Short, emotional, passionate, but straight to the point. Every Crowdfunding campaign needs compelling video. We´ll show you the basics from video format, budget videos, scripting and testing.

Social Media- The truth of social media, social media strategy, attracting influencers, tools to leverage your campaigns and more.

Developing your story- The first step in creating a successful campaign is to expand your brand and offering. We go through the tips and best practices of storytelling. Actionable advice you can use in your social profiles – right away.
Twitter  The power of 140 characters  

  • How to find and grow your followers. How to build relationships with your followers. How to find potential investors.
  • How to leverage Twitter Lists to connect with your followers.
  • How to optimize tweets for your desired outcome.
  • Tactics for getting re-tweeted.
  • Most effective Twitter posts.
  • The best times to tweet.
  • How to measure your network and impact.
  • Tools to help you optimize your Twitter experience.

Perk’s and Crowdfunding Fulfillment: Fulfillment on delivery is a major component of crowdfunding often overlooked until its too late, derailing quality of production and shipping of promised goods. This panel covers invaluable tips on crowdfunding fulfillment to help you stay in the green.

Fail to plan and plan to fail: We discuss the importance of a financial plan, the cost of your campaign, manufacturing and distribution of your products, rewards, and/or services.

3:30- 5:00 REGULATION ( Equity) CROWDFUNDING TRACK Title lll (4) (A) (6)

  • Mark Roderick
  • Doug Ellenoff
  • Brian Balbirnie
  • Enzo Villani
  • Craig Denlinger
  • Andrew Dix
  • Richard Swart

Topics for this Panel:

  • What is Equity / Regulation Crowdfunding?
  • How can we expand the awareness of Crowdfunding to 240 million potential, non-accredited American investors?
  • Summary of the fundamental rules applicable to issuers, investors, and intermediaries in connection with offerings conducted under the Regulation Crowdfunding Exemption.
  • Analysis of some of the first Crowdfunding offerings: What is working and what is not.
  • The JobsAct is about job creation and access to capital – Government agencies need to share educational information if we want it to create jobs!
  • With so many cities in financial trouble and in need of job creation, how can Crowdfunding help?
  • The wisdom of the crowd… Will it work for equity crowdfunding? Upon release of the proposed rules for Title III, the SEC declared: “A premise of crowdfunding is that investors would rely, at least in part, on the collective wisdom of the crowd to make better-informed investment decisions.”
  • How to collaborate with members on an equity crowdfunding portal.

Doug Ellenoff: Secondary Markets for Crowdfunded Offerings- where do we go from here?
5:30- 7:00pm: Hors d’oeuvres and cocktails Enjoy networking with crowdfunding rock stars, innovators, entrepreneurs, sponsors, make new connections and catch up with old ones.

For VIP ticket holders:


MC: Lisa Song Sutton – Entrepreneur – Miss Nevada 


Mon October 17th 2016

DAY TWO -OCT 17th 

8:00 – 8:40 am  Continental Breakfast, Networking in the Crowdfunding Marketplace and Expo

8:40 – 8:50: am  Welcome  Ruth  E. Hedges

8:50 am – 9:05 Keynote: 

Douglas S. Ellenoff- Partner & Owner, Ellenoff Grossman & Schole LLP –
Title II and Title III update


Meet Crowdfunding Rockstars! Learn how they collectively raised over $38 Million dollars. 

You can also meet them in the market place where you can see the results of their amazing campaigns, the products and services that resulted from successful Crowdfunding.

  • Tim Andrews, Elio motors $17 M
  • B Cavello, Exploding Kittens, $8.7 M

9:45- 10:00 am Keynote: Jilliene Helman “My journey to crowdfund over $200 million for real estate” and  “Investing in real assets – the secrets behind real estate crowdfunding.”

10:00- 10:35- Fireside Chat and Q&A with Slava Rubin, Co-Founder of Indiegogo the world´s largest global crowdfunding platform. Indiegogo empowers anyone to raise funds for any idea—creative, cause-related or entrepreneurial.

10:35- 11:10 Panel: Crowdfunding away the Funding Gap for Women-owned businesses. 

Women launch 1,000 new companies every day. Female owned businesses employ 9 million people, generate $1.6 Trillion a year, and grow five times the national average. Our future depends on their ability to access capital using Crowdfunding.

How can we get more women to use and understand the power they now have with crowdfunding.

Moderator:   Ruth E Hedges

  • Jillian Sidoti
  • Mary Juetten
  • Lisa Song Sutton
  • Victoria M A Bennett
  • Kathleen Minogue
  • Amy Wan, Esq CIPP/US


Attendees “battle it out” for cash and prizes in a wild quiz show that will test their knowledge of specific crowdfunding facts covering the success, failure and regulations they learned during our 2-day convention.

Hosted by Kendall Almerico
CEO BankRoll/Columnist for
AKA Bob Barker

12:10 – 12:30 KEYNOTE  Derek Fetzer, CEO Caring Crowd.

Building the crowd that cares. Join Derek Fetzer as he talks about his role as co-founder of Caring Crowd- alone we care quietly, together we care out loud…and caring is where change begins.

In 2015 Johnson & Johnson created CaringCrowd(R), a crowd-funding platform fully dedicated to global public health projects, with a vision to educate, inspire and curate the best ideas that enable a healthier planet. CaringCrowd(R) is a gathering place for people, ideas, and passions for saving and improving the lives of families and communities around the world. Derek will speak about how the platform looks to connect people who are equally passionate about making the world a better place and how crowd-funding global public health projects help make that possible.

12:30-1:30 Lunch Break and mentoring in “The Situation Room”  available to those who signed up at registration. 

1:30-2:00 FIRESIDE CHAT: ArtistShare founder Brian Camelio: Most notably credited as the pioneer of modern “Crowdfunding”.  In 2001, Brian creates ArtistShare, a website and software application for artists to fund projects directly through their fan bases. This became a blueprint for many of today’s crowdfunding websites.  In 2004, the first ArtistShare project won a Grammy award and became the first album in history not available in retail stores.  Since then, ArtistShare´s fan-funded releases have won a total of 10 Grammy awards and 20 Grammy nominations.

2:00- 2:45- PANEL: How to find Potential Investors, Backers or Donors. 

Our panel of leading crowdfunding marketing experts who collectively have helped raise over $100 million dollars for their clients, will discuss what everyone wants to know about attracting the right crowd.

Moderator:  Ash Kumra

  • Zach Smith
  • Roy Morejon
  • Thomas Alvord

2:45- 3:30 – Investment Strategies: How to Pick a Winner and Invest in a Private Company. 

Expert angel investors take us through their process and steps to select good investments. This is critical knowledge for the 240 million non-accredited Americans to enter into the world of private investments. They will also discuss:

How can Angels, VCs  and  Crowdfunding work together to expand quality Dealflow and expand access to capital for more startups and entrepreneurs and increase a return on investment for everyone.

We have a stelar lineup of leading Angel Investors :

Moderator: Alicia Castillo Holley – Sandhill  Angel Group

  • Connie Harrell, President, Keiretsu Forum Southern California
  • Manny Fernandez 
  • David Metzler

3:30- 5:00 REG A+ (PLUS) TRACK
During this equity track, our experts will explain and discuss what preparing and filing a successful Reg A+ Plus offering entails.

  • Brian Balbirnie, Moderator
  • Jillian Sidoti
  • Craig Denlinger
  • Andrew Dix
  • Amy Wan, Esq CIPP/US
  • Richard Swart
  • Jor Law
  • Sam Guzik
  • Jason Patrowitz

Reg A+ (Plus) enables small-to-midsize private companies to raise up to $50 million in capital from accredited and non-accredited investors. The key players we’ve brought together for this segment will educate and discuss how the Reg A+ process works, what the potential obstacles may be, and how to get started. You’ll network exclusively with this pioneering group who is leading the country in this new Securities offering.

Who are best candidates for a Reg A+ offering

  • Testing the waters:Learn how to find out if there is enough interest in your offering. TTW allows you to explore in a non-binding way, the level of interest from potential investors.
  • How to present and promote your offering through 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 and convert them into customers and investors.
  • Learn how to stand out from the crowd.
  • Learn how to identify your target investors—accredited & unaccredited—and reach them using Twitter, Facebook, LinkedIn, and so much more. Learn how to gauge response and determine the level of interest in your offering before you move forward.
  • What do early stage investors look for in Reg A+ offering, and what can issuers do to increase the public’s interest.


This  is a unique opportunity for attendees to get answers to any questions that weren’t covered during the past two days. Fire away – we will provide expert answers and guidance to all of your questions that will help solidify all crowdfunding action plans for raising capital.

5:30-7:00  Dinner Break

7:00- 9:30 pm  “CROWDFUND LIVE INVEST- ” Cash Bar available.

7:00-8:00 Special workshop with:

Loral Langemeier – one of today’s most dynamic and pioneering money experts. A New York Times bestselling author and a leading entrepreneurial speaker.

She has appeared frequently on CNN, CNBC and Fox News Channel, USA Today, The Wall Street Journal and The New York Times, and on the web at,, and She has been featured on the Dr. Phil show as the money expert taking viewers from financial ruin to being able to create new money and build back their wealth.
Loral will be doing a special workshop on “Getting to Off Wall Street Assets”

Alternative investing and wealth have been a close kept secret for a long time. Over the last several years, practices have emerged to give us a sneak peek into how the wealthy get wealthier and survive times like The Recession. Loral has spent many years buying and creating companies as well as crowdfunding many startups with her clients. It’s not as hard as you think it is! Combining several tactics at a time across your wealth portfolio will give you a game plan to get ahead.

In Loral’s breakout session you will:

  • Learn about entity structure for your new ventures
  • Be able to identify new revenue streams
  • Learn how equity crowdfunding can help your business and your real estate portfolio
  • Identify hot Off Wall Street Assets
  • Develop a tax and entity strategy the wealthy use

8:00- 9:30 Startup Live pitching and crowdfunding – For the first time Companies  will be part of the action at the worlds flagship global crowdfunding convention.

Tony Drexel Smith CEO of Bluemoon advisors will be showcasing some of their clients and they will be presenting from the stage.

They will be crowdfunding their live campaigns or offerings to our live audience, so they can make a personal connection with  the audience and crowdfunding industry experts.  And if the audience wants they can make an investment.

The following Angel Investors will ask questions after each presentation and comment on what they usually look for . Then the audience will get to ask the Issuers questions too.

Investors include:

  • Brad Yasar
  • John Della Penna
  • More Sandhill Angels added soon…

A Big Thank to all of our Sponsors and Closing Ceremonies 

Conference agenda subject to change without notice.

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