Year-End Report — FINANCIAL SERVICES FORUM for FINANCIAL SERVICES FORUM (2007)

Firm

FINANCIAL SERVICES FORUM

Client

FINANCIAL SERVICES FORUM

Income

—

Expenses

$660,000

What was lobbied

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

Trade (domestic/foreign) TRD

'WTO - Doha Development Agenda'. The Forum supports international 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

Lobbyist	Covered position, as disclosed
JOHN DEARIE	N/A
COURTNEY GEDULDIG	N/A
WILLIAM T GRIFFIN	N/A
ERICA HURTT	N/A
ROBERT NICHOLS	N/A

Contacted: Securities & Exchange Commission (SEC); Federal Deposit Insurance Corporation (FDIC); Commerce, Dept of (DOC); Labor, Dept of (DOL); White House Office; Treasury, Dept of; SENATE; Defense, Dept of (DOD); HOUSE OF REPRESENTATIVES; Federal Reserve System; Homeland Security, Dept of (DHS); U.S. Trade Representative (USTR)

Taxation/Internal Revenue Code TAX

Tax Policy - The Forum supports tax policy that keeps the U.S. economy open to grow, create jobs, and attract foreign investment. We support reducing corporate tax rates and preserving current reductions in key areas.

Lobbyist	Covered position, as disclosed
JOHN DEARIE	N/A
COURTNEY GEDULDIG	N/A
WILLIAM T GRIFFIN	N/A
ERICA HURTT	N/A
ROBERT NICHOLS	N/A

Contacted: Labor, Dept of (DOL); Defense, Dept of (DOD); Commerce, Dept of (DOC); Federal Reserve System; Treasury, Dept of; Federal Deposit Insurance Corporation (FDIC); U.S. Trade Representative (USTR); Homeland Security, Dept of (DHS); Securities & Exchange Commission (SEC); SENATE; White House Office; HOUSE OF REPRESENTATIVES

Financial Institutions/Investments/Securities FIN

H.R. 556 - FINSA of 2007 (CFIUS) All provisions that take 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.

Lobbyist	Covered position, as disclosed
JOHN DEARIE	N/A
COURTNEY GEDULDIG	N/A
WILLIAM T GRIFFIN	N/A
ERICA HURTT	N/A
ROBERT NICHOLS	N/A

Contacted: SENATE; Defense, Dept of (DOD); HOUSE OF REPRESENTATIVES; U.S. Trade Representative (USTR); White House Office; Federal Deposit Insurance Corporation (FDIC); Commerce, Dept of (DOC); Homeland Security, Dept of (DHS); Treasury, Dept of; Federal Reserve System; Securities & Exchange Commission (SEC); Labor, Dept of (DOL)

Bills named: H.R. 556 (110th)

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.