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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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Zip Code | |
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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 | 2008 |
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. | ||||||||
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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 |
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| Signature | Digitally Signed By: Trisha Horowitz, Office Administrator |
Date | 01/17/2009 |
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
'WTO - Doha Development Agenda'. The Forum supports trade which plays a major role in the promotion of economic development
and the alleviation of poverty.
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 4 existing FTA's to
TPA Renewal (continued)
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.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Federal Deposit Insurance Commission (FDIC), Labor - Dept of (DOL), 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 |
Robert |
Nichols |
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John |
Dearie |
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Erica |
Hurtt |
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Mark |
Schuermann |
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Chief of Staff to Representative Harold Ford, Jr. |
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Mark |
Schuermann |
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Communications Director, Senator Harry Reid |
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Mark |
Schuermann |
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Legislative Director, Representative Harold Ford, |
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Mark |
Schuermann |
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Senior |
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
H.R. 1424 - The Emergency Economic Stablization Act of 2008 (EESA). The Forum supports government policies that promote systemic stability in the capital markets and financial system, increase liquidity in the economy, ease the foreclosure crisis and restore confidence in the economy and financial markets.
Fair Value/Market to Market Accounting - The Forum supports transparency and accuracy in accounting standards applicable to
Fair Value/Market to Market Accounting (continued)
financial and depository institutions. The Forum also supports separating periodic changes in fair value into period credit losses to be reflected in earnings and liquidity losses to be reflected in comprehensive income. In addition, the Forum supports enhancing the trigger for other than temporary impairment on securities and improving the use of FAS Rule 115 to provide further use of held to maturity for cash flow investors.
Implementation of regulations and the executive order of H.R. 556 - FINSA of 2007 (CFIUS) which takes prudent steps to improve the process for vetting foreign investments in the U.S. in a way that does not become so unwieldy and uninviting that valuable investment from abroad is discouraged, hurting jobs and economic growth.
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.
Capital Market Competitiveness generally - The Forum supports the free flow of capital and open & 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.
The Forum supports supervisory and regulatory reforms that will enhance the effectiveness and competitiveness of the U.S. financial services industry.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, U.S. Trade Representative (USTR), White House Office, Treasury - Dept of, Securities & Exchange Commission (SEC), Federal Reserve System, Commerce - Dept of (DOC), Defense - Dept of (DOD), Homeland Security - Dept of (DHS)
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 |
Robert |
Nichols |
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John |
Dearie |
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Erica |
Hurtt |
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Mark |
Schuermann |
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Chief of Staff to Representative Harold Ford, Jr. |
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Mark |
Schuermann |
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Communications Director, Senator Harry Reid |
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Mark |
Schuermann |
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Legislative Director, Representative Harold Ford, |
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Mark |
Schuermann |
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Senior |
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 reducing corporate tax rates and preserving current reductions in key areas.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of, White House Office
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 |
Robert |
Nichols |
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John |
Dearie |
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Erica |
Hurtt |
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Mark |
Schuermann |
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Chief of Staff to Representative Harold Ford, Jr. |
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Mark |
Schuermann |
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Communications Director, Senator Harry Reid |
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Mark |
Schuermann |
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Legislative Director, Representative Harold Ford, |
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Mark |
Schuermann |
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Senior |
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 |