Thanks Calgary! Another SOLD OUT Event
(Limited tickets available at the door: $40)
FYI: CCS2016 Early Bird Registration open!
Calgary Crowdfunding Bootcamp
This is an immersive half day workshop + networking event that covers essential crowdfunding education for companies seeking to raise capital from alternative finance crowdfunding markets, investors, and all other parties interested in understanding innovation trends, opportunities and risks, regulations, best practices and expert perspectives for all crowdfunding models including equity, debt/p2p, rewards and fintech markets and transactions.
Learn from and interact with active practitioners in crowdfunding markets including platforms (funding portals and dealer-brokers), investors, attorneys, accountants, marketing experts, and hear pitches from new and successful issuers. This workshop is designed for those interested in or actively engaged in the process of raising capital online.
Agenda (Half-day + Networking)
|1:00 — 1:20 PM
Registration and Networking
|1:20 — 1:30 PM
Welcome, Market Overview and MC
|1:30 — 2:00 PM
The Potential and Impact of Crowdfunding on the Innovation Economy
- What is the role of crowdfunding in the 'venture funding continuum'?
- Is Crowdfunding right for our business? Funding options for small businesses
- Innovation and Investor perspectives on crowdfunding trends, potential impact and challenges
- What is Fintech and how is is evolving to transform online financial transactions in Canada and around the globe?
- What do existing financial institutions such as banks think about these emerging trends?
|2:00 — 2:30 PM
Crowdfunding for Startups: Success Stories and Insights
- What is Alberta BoostR and how does it help Alberta-based businesses?
- How can rewards crowdfunding fit in the bigger picture of helping an entrepreneur grow, whether a step in capital raising, customer relationships, or product development?
- Success stories: entrepreneurs who have successfully crowdfunded on Alberta BoostR share their experiences and what they've learned
|2:30 - 3:00 PM
Compliance with Equity Crowdfunding Regulations in Canada and the US
- What is equity crowdfunding and what are the different regulations in Alberta and the rest of Canada?
- Overview of Alberta's proposed Startup Business Exemption (multilateral instrument 45-109).
- With several provinces adopting different crowdfunding regulations, how does that impact us as a company raising capital or investor?
- Can we raise capital online today from Crowdfunding markets?
- Overview of Reg A+ Tier I and II - what options are there for Canadian issuers to access capital in cross-border markets?
|3:00 - 3:15 PM
Networking Break (15mins)
|3:15 - 3:45 PM
Equity Crowdfunding Platforms and Best Practices
- What do the newly adopted Start-up Exemption and Crowdfunding Exemption mean for issuers and investors?
- Can Canadian issuers participate in a cross-border equity crowdfunding raise from a U.S. or international platform?
- Is equity crowdfunding really a new asset class? How should investors evaluate these new markets and investment opportunities?
- We’ve already raised capital via product/reward-based crowdfunding; what do we need to do to get ready to raise equity?
- How do I prepare my company for equity crowdfunding? What is the due diligence and on-boarding process for a typical equity platform?
- How do offers get distributed and what sort of support do funding portals and platforms provide in terms of marketing?
- Investment administration and compliance
|3:45 - 4:15 PM
Lending Marketplaces/P2P and Community Banking
- What is crowdlending/P2P and what is the current status of the market in Canada?
- What crowdlending options are available for those seeking to raise capital?
- How can individuals benefit from crowdlending investment opportunities?
- How do crowd loans differ from institutional loans for our business?
|4:15 - 4:45 PM
Accounting, Taxes, and Financial Planning Considerations
- What are the risks involved with a crowdfunding raise and how to avoid them?
- What are the best practices for planning and budgeting for an online capital raise?
- What are the key financial, legal, and tax considerations when planning for an equity crowdfunding raise?
|4:45 - 5:15 PM
Q & A and Discussion on ASCs Proposed Startup Exemption
- Opportunity to ask questions to crowdfunding experts in Canada
- Share your voice and feedback on the ASC proposed Startup Business Exemption (more here)
|5:15 - 5:30 PM
Networking Until Close
Speaker bios and more info here
Why attend this workshop?
1. Learn Market Insights and Opportunities from Industry Experts: Global crowdfunding, fintech and alternative finance markets continue to grow rapidly playing a significant role in mobilizing capital and resources to help launch and scale new ventures, social enterprises, small businesses and high growth SMEs. Has crowdfunding reached an industry tipping point (read UK Crowdcube founder's perspective here)?
- Global crowdfunding markets grew 167% from $6.1 billion in 2013 to $16.2 billion in 2014 due to heightened market activity, increased infrastructure and better integration and support from traditional capital market ecosystems.
- Get the leading research...2015 Global Crowdfunding Industry Report here.
- Learn why financial firms are joining the crowd and how to leverage technology to improve financial transactions. More deals, wider networks and distribution, automated IR, integrated capital stack, marketing automation/CRM and analytics.
- Find out why private angel investors, VC groups, fund managers and corporate investors are seeking to work with emerging crowdfunding companies, affiliates and partners.
2. Discuss Regulatory Changes that Impact How Small Businesses Raise Capital: The Canadian crowdfunding industry is poised for growth with several provinces recently adopting new prospectus exemptions that will enable start-ups to raise capital online (subject to certain constraints and compliance):
- On May 14, 2015, six Canadian provinces including British Columbia, Saskatchewan, Manitoba, Quebec, New Brunswick and Nova Scotia adopted multilateral CSA notice 45-316, Startup Crowdfunding and Registration exemption that enables up to $500K to be raised per year over two $250K distributions – this financing tool is active in the market today.
- On Oct 19, 2015, the Alberta Securities Commission (ASC) and the Nunavut Securities Office published for 60 day comment Proposed Multilateral Instrument 45-109 Prospectus Exemption for Start-up Businesses, which sets out a proposed prospectus exemption to facilitate capital raising by start-up and early stage companies. While the proposal is largely similar to the adopted multilateral CSA notice 45-316 (above), this exemption would allow a start-up or early stage business to raise up to $1,000,000 (lifetime cap) using a streamlined offering document together with a bluntly worded risk warning. Investors would be permitted to invest up to $1,500 in a business or $5,000 with the advice of a registered dealer.
- On Nov 5, 2015, Manitoba, Ontario, Quebec, New Brunswick and Nova Scotia adopted Multilateral Instrument 45-108 Crowdfunding, which introduces a crowdfunding prospectus exemption for issuers raising up to $1.5M in a twelve month period as well as a registration framework for funding portals.
3. Essential Education and Networking: Learn best practices including 'what not to do' from current case studies and expert practitioners. Discuss your questions with experts and peers. Connect with peers that can assist your company to tap into emerging capital raising, marketing, financial/business planning and infrastructure services and opportunities.
Who should attend the workshop?
- Start-ups and SMEs seeking to raise seed/growth capital and expand their networks
- Private angel investors, VC groups, fund managers, corporate and retail investors
- Entrepreneurial and innovation networks seeking to raise capital and commercialize ventures including incubator/accelerators, entrepreneurs, start-ups, high impact SMEs
- All other parties interested in new venture development opportunities, small business growth, financial technology and equity financing including government, media journalists, industry and funding specialists
- Those interested in networking with emerging market channels and high growth sectors
Haven't been to an NCFA Canada event before?
Click to view our previous events: here
Early bird registration for the 2nd 2016 Canadian Crowdfunding Summit Now Open (save 37%)!
Have questions about Calgary Crowdfunding Bootcamp: Learn Everything?
Contact National Crowdfunding Association of Canada