4th Quarter - Report

KABBAGE, INC. for KABBAGE, INC.

Firm
Client
Income
—
Expenses
$90,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

4 issue areas, each in the filer's own words, with who lobbied on it and where.

Banking BAN

1. Educate members of Congress and agencies on Financial Technology solutions (FinTech) in the online small business lending space. 2. Advocate for open federal data (APIs) through Executive Action or Congressional action via CFPB's Dodd Frank 1033 process and the IRS Data Verification Modernization Act of 2016 (McHenry and Booker) 3. Educate the OCC, and CFPB on an "Open Banking Environment" (Dodd Frank Sec. 1033 compared to international systems like the U.K.) so small business customers may share their financial data through permission based APIs with third party FinTech platforms. 4. Monitor and discuss H.R. 4439, the Modernizing Credit Opportunities Act.

LobbyistCovered position, as disclosed
SAM REED TAUSSIG —

Contacted: Federal Deposit Insurance Corporation (FDIC); Consumer Financial Protection Bureau (CFPB); Natl Economic Council (NEC); Federal Reserve System; Treasury, Dept of; HOUSE OF REPRESENTATIVES; SENATE; Financial Crimes Enforcement Network (FinCEN); Office of the Comptroller of the Currency (OCC)

Bills named: H.R. 4439 (115th)

Financial Institutions/Investments/Securities FIN

1. Educate members of Congress and agencies on Financial Technology solutions (FinTech) in the online small business lending space. 2. Educate on an "Open Banking Environment" (Dodd Frank Sec. 1033 compared to international systems like U.K. Open Banking) so small business customers may share their financial data through permission based APIs with third party FinTech platforms. 3. Monitor and discuss H.R. 4439, the Modernizing Credit Opportunities Act.

LobbyistCovered position, as disclosed
SAM REED TAUSSIG —

Contacted: Financial Crimes Enforcement Network (FinCEN); Federal Reserve System; HOUSE OF REPRESENTATIVES; Office of the Comptroller of the Currency (OCC); Natl Economic Council (NEC); SENATE; Treasury, Dept of; Federal Deposit Insurance Corporation (FDIC); Consumer Financial Protection Bureau (CFPB)

Bills named: H.R. 4439 (115th)

Taxation/Internal Revenue Code TAX

1. Educate members of Congress and agencies on Financial Technology solutions (FinTech) in the online small business lending space. 2. Advocate for open federal data (APIs) through Executive Action or Congressional action via CFPB's Dodd Frank 1033 process and the IRS Data Verification Modernization Act of 2017 (McHenry and Booker) 3. Educate on an "Open Banking Environment" (Dodd Frank Sec. 1033) so small business customers may share their financial data through permission based APIs with third party FinTech platforms via IRS technology.

LobbyistCovered position, as disclosed
SAM REED TAUSSIG —

Contacted: Federal Reserve System; Natl Economic Council (NEC); Financial Crimes Enforcement Network (FinCEN); Federal Deposit Insurance Corporation (FDIC); SENATE; Treasury, Dept of; Office of the Comptroller of the Currency (OCC); HOUSE OF REPRESENTATIVES; Consumer Financial Protection Bureau (CFPB)

Budget/Appropriations BUD

1. Secure funding for the IRS Data Verification Modernization Act of 2017 (McHenry and Booker)

LobbyistCovered position, as disclosed
SAM REED TAUSSIG —

Contacted: Federal Deposit Insurance Corporation (FDIC); Treasury, Dept of; HOUSE OF REPRESENTATIVES; Federal Reserve System; Consumer Financial Protection Bureau (CFPB); Financial Crimes Enforcement Network (FinCEN); Natl Economic Council (NEC); SENATE; Office of the Comptroller of the Currency (OCC)

Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.