Crowdfunding is a new way to fund businesses through the use of special websites called "portals" to reach a broader audience of investors. Crowdfunding opens the door to potential investors who seek to invest large and small amounts in a diverse array of projects previously beyond their reach.

Prior to the JOBS Act of 2012, issuers were limited by the general solicitation rules from promoting their projects on the Internet, in newspapers, on Facebook and similar outlets. On October 30, 2015, the SEC adopted Regulation Crowdfunding to permit companies to raise up to $1 million using a crowdfunding portal in securities offerings to both accredited and non-accredited investors.

In this webinar, we will discuss the nuts and bolts of conducting a crowdfunded offering.

As part of this webinar, we will also take your questions in advance. Please let us know what questions you would like our panel to answer by typing your questions into the boxes at the bottom of the registration form. We encourage you to submit up to three questions and will ensure that your anonymity is preserved. 


  • How to prepare an offering document for a crowdfunded offering
  • What advisers should be involved in the offering?
  • What is the role of outside counsel, accountants, and investment banks?

Date and Time

Tuesday, February 16, 2016
12:00 PM – 1:00 PM ET


Gerald J. Guarcini
Practice Group Leader, Securities Group


Debbie A. Klis, Partner
Securities Group

Mike Soza, Assurance Partner

Barbara Russell, Managing Director
Investment Banking

Detwiler Fenton & Co.

This program is open to Ballard Spahr clients and members interested in crowdfunding. There is no cost to attend. This program is not eligible for continuing education credits.

Please register at least two days before the webinar. Login details will be sent to all approved registrants. For more information, contact Lisa Prickril at