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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 601 THIRTEENTH STREET, NW |
Address2 | SUITE 750 SOUTH |
City | WASHINGTON |
State | DC |
Zip Code | 20005 |
Country | USA |
3. Principal place of business (if different than line 2)
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5. Senate ID# 83535-12
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6. House ID# 364280000
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TYPE OF REPORT | 8. Year | 2009 |
Q1 (1/1 - 3/31) | Q2 (4/1 - 6/30) | Q3 (7/1 - 9/30) | Q4 (10/1 - 12/31) |
9. Check if this filing amends a previously filed version of this report
10. Check if this is a Termination Report | Termination Date | |
11. No Lobbying Issue Activity |
INCOME OR EXPENSES - YOU MUST complete either Line 12 or Line 13 | |||||||||
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12. Lobbying | 13. Organizations | ||||||||
INCOME relating to lobbying activities for this reporting period was: | EXPENSE relating to lobbying activities for this reporting period were: | ||||||||
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Provide a good faith estimate, rounded to the nearest $10,000, of all lobbying related income for the client (including all payments to the registrant by any other entity for lobbying activities on behalf of the client). | 14. REPORTING Check box to indicate expense accounting method. See instructions for description of options. | ||||||||
Method A.
Reporting amounts using LDA definitions only
Method B. Reporting amounts under section 6033(b)(8) of the Internal Revenue Code Method C. Reporting amounts under section 162(e) of the Internal Revenue Code |
Signature | Digitally Signed By: Trish Horowitz, Office Administrator |
Date | 07/20/2009 |
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code TRD
16. Specific lobbying issues
China - The Forum supports economic engagement with China to promote the liberalization of China's financial markets.
TPA Renewal - The Forum supports renewal of the President's trade promotion authority & rapid passage of the 4 existing FTA's to
ensure the U.S. remains an active participant in the global economy. FTA's for Peru, Panama, Korea, and Colombia.
Globalization Study/Worker Competitiveness - The Forum supports a 21st century economy with a competitive global workplace.
The Forum supports legislation to modernize trade adjustment assistance (TAA) programs to help American workers in
transition adjust to the manifold challenges they face in today's global marketplace. To that end, the Forum supports an expansion of TAA programs to cover service sector workers and all workers whose jobs shift overseas; an increase in TAA funding to American businesses to help them retool to avoid trade-related layoffs; and, an increase in TAA funding for state efforts to help trade affected communities.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, U.S. Trade Representative (USTR), Treasury - Dept of, White House Office, Commerce - Dept of (DOC)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Mark |
Schuermann |
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Robert |
Nichols |
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John |
Dearie |
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Erica |
Hurtt |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code FIN
16. Specific lobbying issues
HR. 627, "The Credit Cardholders Bill of Rights Act", S. 414, "Credit CARD Act" - The Forum urges Congress to more carefully explore the implications of legislation that would further complicate industry efforts to adjust to ongoing regulatory changes in credit card practices by the Federal Reserve and Office of Thrift Supervision.
Fair Value Accounting Standards - The Forum supports accounting standards that ensure balanced, transparent, and sound reporting of financial information.
Financial Regulatory Modernization - The Forum supports modernization and reform of the financial regulatory system to ensure the safety and soundness of financial institutions, the stability of the U.S. financial system and protect the varied interests of depositors, consumers, and investors.
S. 386, Section 5 "Financial Fraud and Enforcement Recovery Act" Section 5 establishes the Financial Crisis Inquiry Commission to examine the causes, domestic and global of the current financial and economic crisis.
H.R. 2454, "the American Clean Energy and Security Act," H.R. 2448 "the Prevent Unfair Manipulation of Prices Act," H.R. 977, "the Derivatives Markets Transparency and Accountability Act" - Derivatives are important tools that enable companies to minimize and manage their exposure to a wide range of risks, thereby freeing up vital capital for other uses. The Forum believes that financial derivatives should be subject to prudential supervision and supports the establishment of a systemic risk supervisor to monitor, assess and address systemic risk, in continuous interaction with functional regulators to address any threats to the financial system, including in the derivatives markets.
Capital Market Competitiveness generally - The Forum supports the free flow of capital and open and competitive U.S. markets.
The Forum also supports maintaining the United States as an attractive place for investment and a continued leader in the global
economy.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Federal Reserve System, Office of Thrift Supervision (OTS), Federal Accounting Standards Advisory Board (FASAB), Securities & Exchange Commission (SEC), White House Office, Treasury - Dept of
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Mark |
Schuermann |
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Robert |
Nichols |
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John |
Dearie |
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Erica |
Hurtt |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code TAX
16. Specific lobbying issues
Tax Policy - The Forum supports tax policy that keeps the U.S. economy open to grow, create jobs, and attract foreign investment.
The Forum supports executive compensation practices that are consistent with effective risk management practices, pay for long-term performance, not short term profits and do not retroactively penalize companies and employees who acted responsibly.
S.722, "The Taxpayer Certainty and Relief Act" - The Forum supports strengthening the economy through policies that foster private savings and capital investment. The Forum supports maintaining the existing tax rates on dividends and capital gains.
H.R. 1944, to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income. The Forum supports making permanent in law the active financing rule governing how the U.S. taxes income earned by U.S. financial companies in foreign markets.
The Forum supports corporate tax policies which allow for a temporary deferral of U.S. taxes until those earnings have been paid to the parent company.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, White House Office, Treasury - Dept of
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Mark |
Schuermann |
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Robert |
Nichols |
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John |
Dearie |
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Erica |
Hurtt |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Information Update Page - Complete ONLY where registration information has changed.
20. Client new address
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21. Client new principal place of business (if different than line 20)
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22. New General description of client’s business or activities
LOBBYIST UPDATE
23. Name of each previously reported individual who is no longer expected to act as a lobbyist for the client
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ISSUE UPDATE
24. General lobbying issue that no longer pertains
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AFFILIATED ORGANIZATIONS
25. Add the following affiliated organization(s)
Internet Address:
Name | Address |
Principal Place of Business (city and state or country) |
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26. Name of each previously reported organization that is no longer affiliated with the registrant or client
1 | 2 | 3 |
FOREIGN ENTITIES
27. Add the following foreign entities:
Name | Address |
Principal place of business (city and state or country) |
Amount of contribution for lobbying activities | Ownership percentage in client | ||||||||||
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% |
28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization
1 | 3 | 5 |
2 | 4 | 6 |