Financial and Economic Literacy Improvement Act of 2009

Elementary and Secondary Education Act Reauthorization, AYP, NAEP testing, teacher quality, national standards, 21st Century Skills. HR1645/S638: Financial and Economic Literacy Improvement Act of 2009: Teacher Professional Development Monitor ED guidance on ARRA applications and awards.

Client expense: Not reported · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE

HR 1751 DREAM Act HR 2043 Nurse Education coordination of 2009 HR 2074 Pathways Advancing Career Training Act HR 2239 Secondary School Invocation Fund Act HR 2187 21st Century Green High Performing Public School Facilities Act HR 2239 Secondary School Invocation Fund Act HR 2279 Eliminating Disparities in Breast Cancer HR 2354 Health Promotion FIRST Act HR 2454 American Clean Energy and Security Act of 2009 HR 2579 Pathways to College Act HR 2681 Proud Act HR 2754 Nurse-Managed Health Clinic Investment Act of 2009 HR 3090 Health Equity & Accountability Act of 2009 HR 3109 Health Access and Health Professions Supply HR 3200 America's Afforable Health Choices Act of 2009 HR 3221 Student Aid and Fiscal Responsibility Act of 2009 HR 3359 US and the World Educaiton Act HR 3384 Save Our Schools Act HR 3683 Teacher Incentive Fund Act HR 3754 Family Asthma Act S 268 Green-Collar Youth Jobs, Education, and Training Stimulus Act S 277 Serve America Act S 497 Nurse Education, Expansion and Development (NEED) Act S 627 Fast Track to College Act of 2009 S 638 Financial and Economic Literacy Improvement Act S 790 Health Access and Health Professions Supply Act of 2009 S 968 Secondary School Innovation Act S 999 Mental Health Service Professionals S 1096 Energy Grant Competitive Education Program S 1104 Nurse-Managed Health Clinic Investment Act of 2009 S 1173 Community-Based Health Care Retraining Act S 1180 Senior Executive Service Diversity Assurance Act Act of 2009 S 1188 Community Mental Health Services Improvement Act S 1572 Child Health Care Crisis Relief Act of 2007 S 3573 Promoting Innovatins to 21st Century Careers Act S 1460 Building Student Success Act of 2009 S 1360 Civil Rights Tax Relief Act of 2009 S 1593 Social Investment and Economic Development S 1603 Veteran Education Tuition Support Act of 2009 S 1614 Community College Technology Access Act S 1698 Graduation Act of 2009

Client expense: Not reported · Firm income: $75,000

Government targets: Agriculture, Dept of (USDA), Education, Dept of, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Labor, Dept of (DOL), Natl Science Foundation (NSF), Office of Personnel Management (OPM), SENATE

H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act; S. 3217, Restoring American Financial Stability Act of 2010; H.R. 851, Executive Compensation and Corporate Governance Act; H.R.1586, To impose an additional tax on bonuses received from certain TARP recipients; H.R.1664, To amend the executive compensation provisions of the Emergency Economic Stabilization Act of 2008; H.R.3269, Corporate and Financial Institution Compensation Fairness Act; H.R.857, Limit Executive Compensation Abuse Act; S. 360, Cap Executive Officer Pay Act; S. 638, Financial and Economic Literacy Improvement Act; S.1006, Excessive Pay Shareholder Approval Act; S1074, Shareholder Bill of Rights Act,; S. 2832 Lifetime Income Disclosure Act

Client expense: $608,081 · Firm income: Not reported

No Child Left Behind Reauthorization, AYP, NAEP testing, teacher quality, national standards, 21st Century Skills. HR1645/S638: Financial and Economic Literacy Improvement Act of 2009: Teacher Professional Development HR1240: The Teaching Geography is Fundamental Act: inclusion of social studies teachers. S659 Improving the Teaching and Learning of American History and Civics Act: definition of "history"; adequate NAEP testing. Monitor ED guidance on ARRA applications and awards. S1021 21st Century Skills Incentive Fund: social studies provisions.

Client expense: Not reported · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE

No Child Left Behind Reauthorization; HR 1645/S 638 Financial and Economic Literacy Improvement Act of 2009 HR 2012 to promote youth financial education. H.R. 3035, S.1339 Financial Literacy for Student Act of 2009; H.R. 5165 Financial Ed in the Classroom Act. Guidance Re: ARRA H.R. 1339 Financial Literacy Act. H.R. 3037 Financial Literacy for Youth Act S. 638, H.R. 1645 Financial and Economic Literacy Improvement Act.

Client expense: Not reported · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE

H.R. 851, Executive Compensation and Corporate Governance Act; H.R.1586, To impose an additional tax on bonuses received from certain TARP recipients; H.R.1664, To amend the executive compensation provisions of the Emergency Economic Stabilization Act of 2008; H.R.3269, Corporate and Financial Institution Compensation Fairness Act; H.R.857, Limit Executive Compensation Abuse Act; S. 360, Cap Executive Officer Pay Act; S. 638, Financial and Economic Literacy Improvement Act; S.1006, Excessive Pay Shareholder Approval Act; S1074, Shareholder Bill of Rights Act,; H.R. 4213 American Workers, State, and Business Relief Act of 2010 H.R. 4849 Small Business and Infrastructure Jobs Tax Act of 2010 S. 2832 Lifetime Income Disclosure Act

Client expense: $610,000 · Firm income: Not reported

No Child Left Behind Reauthorization; HR 1645/S 638 Financial and Economic Literacy Improvement Act of 2009 HR 2012 to promote youth financial education, H.R. 3221 Student Aid and Fiscal Responsibility Act H.R. 3035, S.1339 Financial Literacy for Student Act of 2009 Guidance Re: ARRA H.R. 1339 Financial Literacy Act. H.R. 3037 Financial Literacy for Youth Act S. 638, H.R. 1645 Financial and Economic Literacy Improvement Act.

Client expense: Not reported · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE

No Child Left Behind Reauthorization, AYP, NAEP testing, teacher quality, national standards, 21st Century Skills. HR1645/S638: Financial and Economic Literacy Improvement Act of 2009: Teacher Professional Development HR1240: The Teaching Geography is Fundamental Act: inclusion of social studies teachers. S659 Improving the Teaching and Learning of American History and Civics Act: definition of "history"; adequate NAEP testing. Monitor ED guidance on ARRA applications and awards. S1021 21st Century Skills Incentive Fund: social studies provisions.

Client expense: Not reported · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE

Legislation related to the financial regulatory overhaul, including HR 4173 (Wall Street Reform and Consumer Protection Act) and discussion drafts of the Restoring American Financial Stability Act. Legislation affecting the capital markets, including HR 302 and S 605, bills related to short selling; S 1074, the Shareholder's Bill of Rights; HR 2622, the Compliance Examinations and Inspections Act. Bills related to financial literacy, including S 638, S 1339, HR 1325 and HR 3037. Regulatory proposals related to cost-basis rules, money-market mutual fund reforms, and other securities issues.

Client expense: $621,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

Legislation related to the financial regulatory overhaul, including HR 3817 (Investor Protection Act), HR 3996 (Financial Stability Improvement Act), HR 4173 (Wall Street Reform and Consumer Protection Act), HR 3818 (Private Fund Investment Advisers Registration Act), HR 3126 (Consumer Financial Protection Agency Act), and the discussion draft of the Senate bill, the Restoring American Financial Stability Act; other bills affecting the capital markets, including HR 302 and S 605, bills related to the short sales of securities; S. 1074, the Shareholder's Bill of Rights; HR 2622, the Compliance, Examinations and Inspections Act; and bills related to financial literacy, including S. 638, S 1339, HR 1325, HR 1645, HR 2012 and HR 3037.

Client expense: $588,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

No Child Left Behind Reauthorization; HR 1645/S 638 Financial and Economic Literacy Improvement Act of 2009 HR 2012 to promote youth financial education, H.R. 3221 Student Aid and Fiscal Responsibility Act H.R. 3035, S.1339 Financial Literacy for Student Act of 2009 Guidance Re: ARRA H.R. 1339 Financial Literacy Act. H.R. 3037 Financial Literacy for Youth Act S. 638, H.R. 1645 Financial and Economic Literacy Improvement Act.

Client expense: Not reported · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE

No Child Left Behind Reauthorization, AYP, NAEP testing, teacher quality, national standards, 21st Century Skills. HR1645/S638: Financial and Economic Literacy Improvement Act of 2009: Teacher Professional Development HR1240: The Teaching Geography is Fundamental Act: inclusion of social studies teachers. S659 Improving the Teaching and Learning of American History and Civics Act: definition of "history"; adequate NAEP testing. Monitor ED guidance on ARRA applications and awards. S1021 21st Century Skills Incentive Fund: social studies provisions.

Client expense: Not reported · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE

H.R. 851, Executive Compensation and Corporate Governance Act; H.R.1586, To impose an additional tax on bonuses received from certain TARP recipients; H.R.1664, To amend the executive compensation provisions of the Emergency Economic Stabilization Act of 2008; H.R.3269, Corporate and Financial Institution Compensation Fairness Act; H.R.857, Limit Executive Compensation Abuse Act; S. 360, Cap Executive Officer Pay Act; S. 638, Financial and Economic Literacy Improvement Act; S.1006, Excessive Pay Shareholder Approval Act S1074, Shareholder Bill of Rights Act

Client expense: $600,000 · Firm income: Not reported

No Child Left Behind Reauthorization; HR 1645/S 638 Financial and Economic Literacy Improvement Act of 2009 HR 1388/S 277 The Edward M. Kennedy Serve America Act: Financial literacy and Entrepreneurship provisions. S 659 Improving the Teaching and Learning of American History and Civics Act of 2009: Reauth of Ed. for Democracy Act Incuded. HR 2012 to promote youth financial education. H.R. 1339 Financial Literacy Act. H.R. 3037 Financial Literacy for Youth Act S. 638, H.R. 1645 Financial and Economic Literacy Improvement Act.

Client expense: Not reported · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE

No Child Left Behind Reauthorization, AYP, NAEP testing, teacher quality, national standards, 21st Century Skills. HR1645/S638: Financial and Economic Literacy Improvement Act of 2009: Teacher Professional Development HR1240: The Teaching Geography is Fundamental Act: inclusion of social studies teachers. S659 Improving the Teaching and Learning of American History and Civics Act: definition of "history"; adequate NAEP testing. Monitor ED guidance on ARRA applications and awards. S1021 21st Century Skills Incentive Fund: social studies provisions.

Client expense: Not reported · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE

HR 1670/S 638, Community Choice Act, providing for Medicaid coverage of community-based attendant services for nursing-home-eligible elders and people with disabilities - support and advocate for inclusion in health care reform. S 434, Emplowered at Home Act, to enable more elders and people with disabilities to qualify for Medicaid coverage of adult day services and home- and community-based services - support HR 3200, America's Affordable Health Choices Act - advocating against Medicare reimbursement freeze for nursing homes, home health care providers, and hospice. In favor of research and evaluation before bundling of post-acute care is implemented. S 1257/HR 2852, Project 2020-to establish single entry points into the LTSS system and enhance nursing home diversion programs - support HR 3043, Medicare Adult Day Services Act-provides for Medicare coverage of subsitute adult day services - support S 1004/HR 2307, RE-Aligning Care Act, to link eligible seniors suffering from chronic illnesses with a qualified health professional to coordinate their care - for S1131/HR2560, Independence at Home Act, authorizing voluntary chronic care coordination pilot programs for high-cost Medicare beneficiaries with multiple chronic conditions - support and favor inclusion in health care reform. HR 2773/S 1295, Medicare Transitional Care Act, providing Medicare coverage of transitional services upon discharge from a hospital - support

Client expense: $116,068 · Firm income: Not reported

Legislation related to the capital markets, including HR 302 and S 605, bills related to short sales of securities; HR 3126, to create a Consumer Financial Protection Agency; S 1074, the Shareholder's Bill of Rights; HR 2622, the Compliance, Examinations and Inspections Act; bills related to financial literacy, including S. 638, S 1339, HR 1325, HR 1645, HR 2012 and HR 3037; and draft legislation related to harmonizing standards of broker-dealers and investment advisers.

Client expense: $595,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

HR 302, To require the Securities and Exchange Commission to reinstate the uptick rule on short sales of securities. S 605, A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S 638/HR 1645, the Financial and Economic Literacy Improvement Act of 2009 H. Res. 65, Expressing the support of the House of Representatives for efforts to increase financial literacy in the United States. S. 331, Supplemental Anti-Fraud Enforcement for our Markets Act HR 703, To promote bank liquidity and lending through deposit insurance, the HOPE for Homeowners Program, and other enhancements. HR 1068, Let Wall Street Pay for Wall Street's Bailout Act of 2009 HR 2622, Compliance, Examinations, and Inspections Restructuring Act of 2009 S. 1074, Shareholder Bill of Rights Act of 2009 S.664/HR 1754, Financial System Stabilization and Reform Act ofd 2009

Client expense: $635,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office

No Child Left Behind Reauthorization, AYP, NAEP testing, teacher quality, national standards, 21st Century Skills. HR1645/S638: Financial and Economic Literacey Improvement Act of 2009: Teacher Professional Development HR1240: The Teaching Geography is Fundamental Act: inclusion of social studies teachers. S659 Improving the Teaching and Learning of American History and Civics Act: definition of "history"; adequate NAEP testing. Monitor ED guidance on ARRA applications and awards. S1021 21st Century Skills Incentive Fund: social studies provisions.

Client expense: Not reported · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE

No Child Left Behind Reauthorization; HR 1645/S 638 Financial and Economic Literacy Improvement Act of 2009 HR 1388/S 277 The Edward M. Kennedy Serve America Act: Financial literacy and Entrepreneurship provisions. S 659 Improving the Teaching and Learning of American History and Civics Act of 2009: Reauth of Ed. for Democracy Act Incuded. HR 2012 to promote youth financial education.

Client expense: Not reported · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE

HR 1670/S 638, Community Choice Act, providing for Medicaid coverage of community-based attendant services for nursing-home-eligible elders and people with disabilities - support S 434, Emplowered at Home Act, to enable more elders and people with disabilities to qualify for Medicaid coverage of adult day services and home- and community-based services - support HR 43/S 46, Medicare Access to Rehabilitation Act - repeals caps on coverage of therapy - support HR 3200, America's Affordable Health Choices Act - advocating against Medicare reimbursement freeze for nursing homes, home health care providers, and hospice. Against user fees based on nursing home survey deficiencies. In favor of research and evaluation before bundling of post-acute care is implemented. HR 1670/S 683, Community Choice Act, provides for Medicaid coverage of community-based attendant services for nursing-home eligible elders and people with disabilities - support S 434, Empowered at Home Act, to enable more elders and people with disabilities to quality for Medicaid coverage of adult day services and home- and community-based services - support S 1257/HR 2852, Project 2020-to establish single entry points into the LTSS system and enhance nursing home diversion programs - support HR 3043, Medicare Adult Day Services Act-provides for Medicare coverage of subsitute adult day services - support S 1004/HR 2307, RE-Aligning Care Act, to link eligible seniors suffering from chronic illnesses with a qualified health professional to coordinate their care - for S1131/HR2560, Independence at Home Act, authorizing voluntary chronic care coordination pilot programs for high-cost Medicare beneficiaries with multiple chronic conditions - support HR 2773/S 1295, Medicare Transitional Care Act, providing Medicare coverage of transitional services upon discharge from a hospital - support

HR 302, To require the Securities and Exchange Commission to reinstate the uptick rule on short sales of securities. S 605, A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S 638/HR 1645, the Financial and Economic Literacy Improvement Act of 2009 H. Res. 65, Expressing the support of the House of Representatives for efforts to increase financial literacy in the United States. S. 331, Supplemental Anti-Fraud Enforcement for our Markets Act HR 703, To promote bank liquidity and lending through deposit insurance, the HOPE for Homeowners Program, and other enhancements.

Client expense: $611,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)

No Child Left Behind Reauthorization HR 1645/S 638 Financial and Economic Literacy Improvement Act of 2009 HR 1388/S 277 The Edward M. Kennedy Serve America Act: Financial literacy and Entrepreneurship provisions. S 659 Improving the Teaching and Learning of American History and Civics Act of 2009: Reauth of Ed. for Democracy Act Incuded.

Client expense: Not reported · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE

No Child Left Behind Reauthorization: Teacher quality, Math Now, Early Childhood, Parent Engagement, National Standards. HR 1645/S 638 Financial and Economic Literacy Improvement Act of 2009:Professional development for teachers, mathematics ed. HR 1388/ S 277 The Edward M. Kennedy Serve America Act: STEM education support.

Client expense: Not reported · Firm income: $10,000

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, Natl Science Foundation (NSF), SENATE

No Child Left Behind Reauthorization, AYP, NAEP testing, teacher quality, national standards, 21st Century Skills. HR 1388/S277 - The Edward M. Kennedy Service America Act: Service Learning Provisions HR1645/S638: Financial and Economic Literacey Improvement Act of 2009: Teacher Professional Development HR1240: The Teaching Geography is Fundamental Act: inclusion of social studies teachers.

Client expense: Not reported · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE

Financial Literacy and Economic Improvement Act of 2009; S. 638 & H.R. 1645;

Client expense: Not reported · Firm income: $17,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE