We are in the early stages of a worldwide digital financial revolution that is redefining how we invest, how we raise funds, how we borrow, how we lend, how we pay for goods and services and how we save for retirement. It is reinventing currency, fashioning new asset classes, democratizing the flow of capital and giving rise to an entirely new generation of tech-centric financial leaders. And it is fueling the greatest opportunity for wealth creation in the history of finance.
This hour webinar is designed to help the non-techie CPA understand how digital finance will change the investment landscape and how it will impact their clients.
Attendees will learn how FinTech, RegTech & AltTech are:
Dara Albright is a recognized authority, thought provoker and frequent speaker on topics relating to fintech, digital-, peer- & crowd- finance.
Albright has held a distinguished 26 year career in IPO execution, investment banking, corporate communications, financial marketing as well as institutional and retail sales. She is a visionary who continues to introduce modern technologies, tools and investment products to the financial community.
Albright was one of the earliest voices covering the JOBS Act and advocating for greater democracy in the equity and credit markets. She produced the nation’s very first crowdfunding conference in January 2012 which was headlined by key JOBS Act architects: Congressman Patrick McHenry and Dave Weild. That event helped birth the crowdfinance movement and led to the establishment of the industry’s trade and leadership organizations – which she co-founded.
In 2013, she co-founded LendIt, the largest and most recognized global p2p & online lending conference organization. In 2015, she co-founded FinFair, the first conference platform to feature the leadership, products and technologies driving the crowd-centric retail alternatives market. In 2016, she founded FinTechREVOLUTION.tv, a groundbreaking online financial channel for the masses that highlights how technology is being employed to make personal finance and retirement planning interesting, entertaining, simple and interactive. Some of the most prominent figures in the fintech industry as well as the legislature continue to participate in Albright’s programs.
Her leading-edge articles and white papers that have helped shape and continue to set the direction of the crowdfinance and fintech industries can be found on BanklessTimes, Equities.com, Crowdfund Insider, Crowdfund Beat, Seeking Alpha, Investing.com, FINalternatives, Real Assets Adviser, CNBC and Business Insider. Albright has been featured in the NY Times, Forbes, Huffington Post, ABA Banking Journal, Thestreet.com, Private Wealth Magazine as well as in a number of leading industry trade publications.
Albright continues to help issuers, investors as well as financial service providers across the globe capitalize during this unprecedented period of financial industry disruption and regulatory reform. Prior firms she worked for include: Unterberg Towbin, Morgan Stanley Dean Witter, Divine Capital and Citigate Dewe Rogerson. She is a graduate of the George Washington University and has held securities industry Series 7, 24, 31 and 63 licenses.
Sally founded Worthy Financial, a personal finance company, to bring higher yielding alternative investments to the public. Through its subsidiary, Worthy Peer Capital, Inc., and using newly updated securities regulations as part of the JOBS Act, she has recently introduced a new liquid debt product to the investing ecosystem. As a specialist in the JOBS Act, she works to help investors and business owners navigate the new capital opportunities that arose with these new laws. Sally is a contributor to and speaker for Entrepreneur Magazine, various universities, and business incubators on the topic of alternative finance and has been a repeated source on the topic of crowdfinance for national media outlets. Sally holds both a real estate broker license as well as a Series 65 license as a registered investment adviser.