Crowdfunding and the Community Capital Marketplace

Instructor: Kim Kaselionis
Product ID: 704128
  • Duration: 90 Min

recorded version

1x Person - Unlimited viewing for 6 Months
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Training CD

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This training program will discuss how crowdfunding has come of age. It will also detail business capitalization and investment opportunities created by the JOBS Act of 2012.

Why Should You Attend:

The JOBS Act of 2012 created new funding opportunities for local businesses, individual investors and community financial institutions (banks and credit unions) to strengthen local economies. Dubbed the Community Capital Marketplace, a hybrid model leverages the social benefits of crowdfunding to take advantage of existing securities regulations. It provides a clear path to sustainable, economic growth through partnerships and engagement for investors with entrepreneurs/business owners and local financial institutions.

In this 90-minute live webinar, attendees will learn how entrepreneurs/company owners, investors and financial institutions can leverage provisions of the JOBS Act and existing securities regulations to provide growth capital to businesses, create investment opportunities for individuals and strengthen local economies. The webinar instructor will explain the ins and outs of the most far reaching changes in investor regulations over the past decade.

Learning Objectives:

  • Learn how the JOBS Act of 2012 (coupled with existing regulations) opens the realm of private company investing to unaccredited investors and provides entrepreneurs/business owners with a significant new world of investment capital.
  • Understand the risks and rewards outlined in the JOBS Act and which provisions are suited to specific companies and individual investors.
  • Know how the Community Capital Marketplace creates a new model for local economies by forming a collaborative relationship among businesses, investors and financial institutions.
  • Gain a practical working knowledge of the major provisions of the ACT and how they affect you.
  • Acquaint yourself with the world of private investing and gain an understanding of the terms, opportunities and limitations.
  • Learn how accredited and unaccredited investors are defined.
  • Examine case histories to pick up insight into how to successfully participate in the crowdfunding arena, either as a business owner, investor or financial institution.

Areas Covered in the Webinar:

  • The JOBS Act of 2012, including the primary titles.
  • How the Community Capital Marketplace concept invigorates the capital/funding world.
  • The effect of ‘friends and family’ in crowdfunding.
  • How to turn your community into your investment allies.
  • Tapping the underutilized capital in your IRA to strengthen your personal portfolio.
  • Vetting a private company fund raise: what to look for and what to avoid.
  • Assessing your own investment profile (regulatory and personal).
  • Implementation of the JOBS Act provisions (nationally and state-by-state).
  • How the Community Capital Marketplace works in the real estate sector.

Who Will Benefit:

  • Business owners/entrepreneurs
  • Individual investors (accredited and unaccredited)
  • Bankers and credit union executives
  • Real estate professionals/property owners
  • Wealth managers
  • Lawyers
  • Accountants
  • Loan officers/committee members
  • Compliance professionals/officers
  • Financial institution business development officers
  • Business consultants
  • Angel investors
  • Family business advisors
  • Investment professionals
  • Chief lending officers
  • Financial institution board members
  • Pension/IRA/401k managers

Instructor Profile:

Kim Kaselionis, with more than 25 years of experience in the banking industry, founded Breakaway Funding in 2013. Ms. Kaselionis has held several banking leadership positions, most recently as CEO/chairman of Northern California-based Circle Bank, leading it to 53 consecutive profitable quarters. She has proven experience packaging significant financial deals, including the sale of Circle Bank to a regional financial institution, Umpqua Bank, for an over-book-value price. A frequent speaker at industry events and an author of numerous financial documents and white papers, Ms. Kaselionis has enjoyed numerous industry accolades, serving on several American Banker Association national committees and commissions.

Ms. Kaselionis has extended Breakaway Funding's leadership position by expanding issuer and investor initiatives that were created by the JOBS Act of 2012. The Breakaway Funding business model (the Community Capital Marketplace [CCM]) unites community constituents including investors, businesses and financial institutions to facilitate growth capital, which in turn creates viable communities, jobs and sustainable local economies.

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