Become Certified in
Blockchain and Digital AssetsSM
The first and largest program of its kind
ONLINE SELF-STUDYSELF-PACEDWORLD CLASS FACULTYUP TO 18 CE CREDITS!
Ray Sclafani
Ray Sclafani is President and Founder of ClientWise LLC, the premier coaching and training company exclusively serving the financial services industry. Mr. Sclafani’s module explores the digital asset investments available to financial advisors and their clients, and explains how to buy, where to custody and much more. Mr. Sclafani founded ClientWise after 20 years at AllianceBernstein. ClientWise’s unique coaching programs and credentialed coaches help advisors and their firms reach the next level of professional excellence and financial success with greater focus and ease.
Jack Tatar
Jack Tatar will lead the module on asset class correlation and diversification, risk management, investment pricing and return potential for digital assets. Mr. Tatar is an expert in this field and co-author of Cryptoassets: The Innovative Investor’s Guide to Bitcoin and Beyond. He is an early-stage investor in companies within the transformative technology sectors of digital assets, blockchain, distributed computing, AI and more.
W. Scott Stornetta
Dr. W. Scott Stornetta, widely considered the co-inventor of blockchain technology. His module focuses on blockchain/distributed ledger technology, the underlying technology for bitcoin and all digital assets. Dr. Stornetta and his research were prominently cited in three of the eight citations in Satoshi Nakamoto’s Bitcoin Whitepaper. He is currently Chief Scientist and Partner at Yugen Partners.
Anders Brownworth
Anders Brownworth, the Principal Architect in applied research in the field of central bank digital currency projects and former blockchain lecturer at the Massachusetts Institute of Technology. Mr. Brownworth holds several telecom patents and helped create Republic Wireless, a WIFI/cellular hybrid smartphone service. His module covers digital assets and digital currency.
Lex Sokolin
Lex Sokolin is an entrepreneur working on the next generation of financial services and economic growth. He is the Managing Partner and co-Founder of Generative Ventures, a venture capital fund investing in the Machine Economy powered by Fintech, accelerated by AI, and settled on Web3.
René Chaze
René Chaze is a special advisor to DACFP on impactful issues related to digital assets. René was a Partner with Ernst & Young, advising technology clients for 20 years on various tax policy, strategy and structuring matters. He then was with Edelman Financial for 6 years, serving as CFO, COO, Head of M&A and in other executive leadership roles. Currently as a Partner with Tiny Orange Capital, he works with emerging and leading companies and funds in the digital assets, blockchain and technology fields.
Del Wright, Jr.
Del Wright, Jr., author of A Short & Happy Guide to Bitcoin, Blockchain, and Crypto. His module is devoted to regulatory and tax issues related to digital assets. Mr. Wright joined the LSU Law faculty in 2024 as the Vinson & Elkins Endowed Professor of Law. He teaches in the areas of tax, finance, business, securities, entrepreneurship, and in the last few years, crypto and blockchain regulation.
Laura Shin
Laura Shin is a crypto journalist, host of the Unchained podcast, and author of “The Cryptopians: Idealism, Greed, Lies, and the Making of the First Big Cryptocurrency Craze” (PublicAffairs, 2022). During the course of writing her book, she and her sources uncovered who they believe was behind the biggest whodunnit in crypto — the 2016 DAO attack on Ethereum.
Formerly a senior editor at Forbes, she was the first mainstream journalist to cover crypto full-time, and her podcasts and videos have had 25 million downloads and views. Shin has spoken about cryptocurrency at places such as TEDx San Francisco, the International Monetary Fund, Singularity University and the Oslo Freedom Forum.
She graduated Phi Beta Kappa with Honors from Stanford University and has a master of arts from Columbia University’s School of Journalism. She lives in New York City.
Lacey Shrum
Lacey Shrum, Founder of Smart Kx and attorney at Vela Wood, will teach advisors about the operational considerations of advising on digital assets. In her module, she’ll review such issues as firm policies, client communication, documentation and billing. Ms. Shrum is a compliance consultant who speaks frequently to professional organizations, private businesses and the financial services community on blockchain technology and digital assets. Her company, Smart Kx, helps RIAs automate the client contract and fee calculation process, ensure fee accuracy and maintain compliance for advisors recommending traditional and digital assets.
Dan Bernstein
Dan Bernstein is Chief Regulatory Counsel at MarketCounsel and responsible for thought leadership, content development, and management of the firm’s regulatory professionals. He has extensive experience in providing legal services to RIAs, institutions in the securities industry and fintech companies. Mr. Bernstein co-presents the module on compliance and risk issues for RIAs regarding digital assets.
Brian Hamburger
Brian Hamburger, CEO and Founder of MarketCounsel and the Hamburger Law Firm, is a prominent advocate for advisors. Mr. Hamburger is Founder, President and CEO of MarketCounsel Consulting, the leading business and regulatory compliance consultancy to RIAs. Mr. Hamburger co-presents the module on compliance and risk issues for RIAs regarding digital assets.
Ric Edelman
Ric Edelman founded the nation’s largest financial planning firm, which manages $350 billion for 1.4 million families across the United States. He was ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s, is in two industry Halls of Fame and recipient of three Lifetime Achievement Awards. He holds two patents for financial product innovation, appeared on The Oprah Winfrey Show five times and was once the answer to 21 Across in a New York Times crossword puzzle.
Edelman is the #1 bestselling author of 14 books on personal finance, with more than 1.2 million copies in eight languages worldwide. At Rowan University, he is Founding Head of the School of Financial Planning; benefactor of Edelman Fossil Park, the Edelman Planetarium and the Edelman Scholars; and the Ric Edelman College of Communications, Humanities and Social Sciences is named in his honor.