4th Quarter - Report — KABBAGE, INC. for KABBAGE, INC. (2017)

Firm

KABBAGE, INC.

Client

KABBAGE, INC.

Income

—

Expenses

$110,000

Expense method

A: Lobbying Disclosure Act definitions

What was lobbied

3 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) so customers may share their data through permission based APIs with third party FinTech platforms. 4. Discuss the OCC's proposed special purpose national bank charter for FinTech companies .

Lobbyist	Covered position, as disclosed
SAM REED TAUSSIG	—

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

Financial Institutions/Investments/Securities FIN

1. Educate members of Congress and agencies on Financial Technology solutions (FinTech) in the online small business lending space and Artificial Intelligence (AI) and machine learning usage in financial institutions. 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) so customers may share their data through permission based APIs with third party FinTech platforms. 4. Discuss the OCC's proposed special purpose national bank charter for FinTech companies. 5. Advocate for Federal Regulatory "Sandboxes" via H.R. 6118, the Financial Services Innovation Act of 2016 (McHenry).

Lobbyist	Covered position, as disclosed
SAM REED TAUSSIG	—

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

Bills named: H.R. 6118 (115th)

Taxation/Internal Revenue Code TAX

Monitor draft legislation and educate Members of Congress on the IRS Data Verification Act of 2017

Lobbyist	Covered position, as disclosed
SAM REED TAUSSIG	—

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

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.