SBEC Presents: Crowdfunding Trends in 2016

WHEN

Wednesday, May 18, 2016
7:30am – 10:00am

WHERE

Toyota Auto Museum
19600 Van Ness Ave., Torrance, CA 90501

TICKETS

$30 per person in advance *
$15 per student (with valid student ID) *
$40 at door

* online service fees not included

LEARN ABOUT

  • New legislation around crowdfunding
  • What entrepreneurs have learned from past campaigns
  • Service providers in crowdfunding
  • Best ways to market a crowdfunding campaign

WHO SHOULD ATTEND

  • Entrepreneurs who need an access to capital
  • CPAs (who serve business clients)
  • Attorneys (who have business clients)
  • Financial Advisors (who serve business clients)
  • Bankers

7:30am
Registration/Continental Breakfast/Networking

8:00am
SBEC Welcome
Introductions
Panel Discussion

  • Equity Crowdfunding Rules Under Title III of the JOBS Act — What are the basics and what do you need to know?
  • Funding Portals — Who to use and what tools do they offer?
  • CPA’s, Lawyers and Social Media Consultants — Do I need them and how much will it cost?

9:00
Audience Q & A

9:30
Program End
Networking

MODERATOR: Mark Hiraide
SBEC board member Mark Hiraide is a Corporate and Securities Partner with Mitchell Silberberg & Knupp. Mark represents companies listed on national stock exchanges and privately held businesses and defends individual officers and directors in corporate and securities law matters. During his 30-year career, Mark worked as an attorney with the Securities and Exchange Commission’s Division of Enforcement and Division of Corporation Finance and as a Special Assistant United States Attorney. In private practice he has handled both courtroom litigation and business transactions representing entrepreneurs, startups, publicly traded companies, directors and officers, broker-dealers, investment bankers, investment advisers, accountants and investors. He is an authority on the federal JOBS Act, having testified before a U.S. Senate subcommittee evaluating the law designed to help startups raise money. He is the author of a book on crowdfunding just published by Thomson Reuters. And he is working with the California Legislature to pass a state crowdfunding law he drafted.

 

PANELISTS

James Lin
James is a co-founder of SBEC cohort company ZenMount. Having been struck by an idea for a tablet holder, James sought out and worked with local product designer Matther Tarnay to transform the abstract idea into a working prototype, initially using Kickstarter funding. ZenMount designs and manufactures device mounting systems for tech gadgets such as tablet, smartphone, and e-readers. Their “Origin” product is the first tablet mount with Simul-LockTM , which makes it easy to use and infinitely adjustable.

Taylor McPartland
In 2010, Taylor, a Northern California native, co-founded CrowdfundX, a leading crowdfunding agency which has leveraged crowdfunding technology, as well as the implementation of the JOBS Act, to raise funds for innovative organizations ranging from automobiles (such as Elio Motors) to non-profits. Assuming an advisory role in the company in 2015, Taylor refocused his energy on evangelizing the benefits of crowdfunding and how its strategies can be applied at local, state, and federal levels. Most recently, Taylor founded the Lincoln Federation, an organization focused on bringing together Los Angeles entrepreneurs with elected officials to collectively create positive change for a sustainable future.

Allen Jebsen
Allen is the Director of Business Development at StartEngine, the premier equity crowdfunding platform, connecting Millennials and aspiring investors with tomorrow’s progressive companies. StartEngine aims to revolutionize the startup business model by helping individuals invest in private companies on a public platform for the first time in history, thereby helping entrepreneurs achieve their dreams.

Dean Quiambao, CPA
Dean, a Partner at Armanino LLP helps numerous private companies, as well as private schools and social service, performing/fine arts and faith-based organizations address their tax, audit and outsourced accounting needs. Boards and finance and audit committees appreciate his laser focus on bringing to life the audit items that matter most, including his proven method of benchmarking data and key financial operating ratios.

 

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