Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.


Crowdfinance – 101

Premiere Date: 06/04/2019 2:00pm

Crowdfinance 101

What is the “crowd” in Crowdfinance? What does the crowd thus buy and by what means and modes? And why should the crowd do this rather than put its money to work otherwise?  What are the old (and continuing) modes for marketing and selling private securities? What is it like to purchase private securities from on-line portals? How are risks of fraud and mistake allocated there? Do on-line portals help get the rest of us in on unicorns in utero? How are equity securities purchased by the crowd turned into money? Is there a secondary market for private securities? Should ICOs be understood as crowdfinance by other means?

This webinar is delivered in Plain English, understandable to you even if you do not have a background in the subject. It brings you into an engaging, even sometimes humorous, conversation designed to entertain as it teaches. And, it is specifically designed to be viewed as a stand-alone webinar, meaning that you do not have to view the other webinars in the series to get a lot out of it.

Crypto Currency-101

Premiere Date: 04/30/2019 2:00pm

What is money? How is cryptocurrency different? Is permitting or requiring crypto payment of contracts sound from a legal or accounting perspective? How will the underlying technology of blockchain bear upon future commercial practices? What are you or your client investing in when investing in cryptocurrency? What is an initial coin offering (or ICO), and what are the legal risks involved? Federal regulators have defined cryptocurrency as commodity in one context, and as a security in others. In this introduction to cryptocurrency, panelists active in the field will discuss cryptocurrency as payment mechanism and as investment, with peculiar risks and opportunities. We will discuss the history and adoption of cryptocurrency, as well as the underlying technology (including blockchain, but we will not make your eyes water), cybersecurity, and fraud.