Orange Button Developers Conference

Cuperetino California

April 19, 2018

Left to Right. 
Larry Clopp, President, Surety Resource Connection
Charlie Isaacs VP, CTO for Customer Connection Salesforce
Tony Abou-Jaoude, Software Architect at Wells Fargo
John Sedgwick, President at VDE Americas
Joel Boeder, Vice President, Wells Fargo - Emerging Technologies Strategy Consultant
K. Dixon Wright, Senior Vice President, USI Insurance Services
                           Chairman, Surety Resource Connection
Jan Rippingale, Chief Technology Officer, Blue Banyan Solutions
Campbell Pryde, President XBRL US
Bob O’Hagan, Program Engineer for the Clean Coalition
Tom Tansy, Chairman of SunSpec Alliance

No Picture Taken

Department of Energy
​Forrestal Headquarters Building
Washington DC
April 24, 2015

Left to Right:
Danial Boff - SunShot Initiative
Ammar Qusaibaty - SunShot Initiative
Chris Irwin - Department of Energy
Elena Alschuler, Department of Energy - BEDES 
Duane Gabor - Intuit
Aaron Holm - Solar Energy Industries Association
Sharon Allan - Smart Grid Interoperability Panel
Alfred Berkeley
K. Dixon Wright - Wells Fargo Insurance Services
Robert Duke - Surety Fidelity Association of America
​Jonathan Previtali - Wells Fargo Bank
Photo Taken by: Michael Kubis - OneBeacon Surety
Phone: Ray Palmer - FERC

Upcoming Industry Events

​July 9, 2019
Intersolar North America

San Francisco

July 29, 2019

SEPA 2019 Grid Evolution Summit
Washington DC

August 7, 2019

AGC IT Forum


September 16, 2019


St. Louis

September 23, 2019
UN 2019 Climate Summit

New York

September 23

Solar Power International Conference

Salt Lake City 

Octber 16, 2019

AGC/CFMA Construction Financial Management Conference

Las Vegas

October 9, 2019

AGC of California Annual Conference

Lake Tahoe

November 19, 2019


San Francisco

Data Interoperability to Promote Clean Energy and Small Business
Office of Congressman Darrell Issa
Washington, DC  20515
May 3, 2017

Let to Right
Alfred Berkeley, XBRL US
Joseph Orgovan, Surety Fidelity Association of America
Robert Rische, Office of Darrell Issa
Peter Gibbs, Acting Director,US Small Business Administration
K. Dixon Wright, Wells Fargo Insurance Services
Charlie Isaacs, Salesforce
Jordan Nuque, CSU Chico Junior
Brennan Ladd, CSU Chico Senior
Randy Coleman, Wizdom
Jon Powers, CleanCapital​                        
Robert Duke, Surety Fidelity Association of America

July 17, 2019

UNSGD Impact Event

     UN Sustainable Development Goals (UNSDG)
     Leveraging DOE Green Button/Orange Button XBRL Data Interoperability

     Modernizing the Energy Infrastructure for UNSDG 7, 9, 11 & 13​

Meeting to Explore FASB Guidance for AGC Standard Data Sets

Associated General Contractors of America Headquarters
November 20, 2013

K. Dixon Wright Wells Fargo Insurance Services USA, Inc. 
Louis Matherne Financial Accounting Standards Board
C. Fara Francis Associated General Contractors of America
Christian Burger Burger Consulting Group
Robert Duke Surety Fidelity Association of America (SFAA)
Gregg Saunders XBRL US, Inc.
Mike Willis PricewaterhouseCoopers 
Susan Hoyler Smart Grid Interoperability Panel (SGIP)
Christopher G. Irwin US Department of Energy
David Wollman National Institute of Standards and Technology
Matthew D. Theall Presidential Innovation Fellow - DOE

Links to Past Meetings

September 14, 2018

Global Climate Action Summit - Impact Event

San Francisco

April 19, 2018

Orange Button XBRL Developers Conference

Cupertino, California

March 28-29, 2018
​​SEIA Codes & Standards Symposium
​    Building Future Solutions: System Safety and Performance Certification
​San Diego 

November 6, 2017

XBRL-CET Working Group Meeting

Creating the Catalyst For Data Interoperability Implementation

Wells Fargo Learning Center

San Francisco

May 3, 2017

XBRL-CET / SGIP PAP25 Working Group
Washington DC
Data Interoperability to Promote Clean Energy and Small Business
Office of Congressman Darrell Issa

April 3, 2017

Enterprise Data World


Smart Grid Data Interoperability in Support of Surety Based Risk Management

November 30,2016

XBRL-CET / SGIP PAP25 Working Group

Salesforce San Francisco

Construction of Energy and Transportation Projects

November 10, 2016

XBRL-CET / SGIP PAP25 Working Group

Smart Grid Interoperability Panel Annual Conference

Washington DC

Improving access to surety and bank credit for small and veteran owned solar installation companies.

July 20, 2016

Orange Button for Building the Smart Grid
The Balance Between Data Interoperability, IoT and Cyber Risk

Wells Fargo Penthouse - San Francisco

April 24, 2015

Department of Energy

Solar Data & Informatics

June 11, 2014

US Department of Treasury

Compliance with the DATA Act

November 20, 2013

Associated General Contractors of America Headquarters

     Meeting to Explore FASB Guidance for AGC Standard Data Sets

2013 XBRL National Convention
Las Vegas
   Beyond Corporate Financials

November 5, 2013 
Smart Grid Interoperability Panel National Convention
Why the energy industry should expand its effort to develop interoperability to the financial services sector

March 6, 2013

AGC National Convention

Data Exchange and Interoperability: Trends and Directions in Construction

November 9, 2012
MTC Business Outreach Committee
     Surety Connection Project

2012 AGC Public Works Night
Pleasanton, California 
     agcXML Workshop & Technical Session

2003 AGC National Convention
Honolulu, Hawaii
     Best in Technology (BITS) Competition
          Bid List Connection - Cal Custom Construction

October 2000
Technology Impact on Surety

San Francisco
December 10, 2014

From Left to Right
Eric Altman, ACE Surety
Greg Zegarowski, URS
Fuad Ratman, Apurba Technologies
Adrian Musetescu, Wells Fargo Bank
Emilee Bundesen, GALLINA LLP
Scott Reynolds, Wells Fargo Insurance
Michelle Savage, XBRL US
Duane Gabor, Intuit
Andrea Mercado, Lawrence Berkeley National Lab
Hans Isern, sPower
Matthew Cox, Wells Fargo Insurance
K. Dixon Wright, Wells Fargo Insurance Servcies
Steve Burnett, GALLINA LLP
Jonathan Previtali, Wells Fargo Bank

Not pictured:
Try Helming, Pristine Sun

September 14, 2018
Global Climate Action Summit - Impact Event
San Francisco

Left to Right

Larry Clopp, President, Surety Resource Connection
Logan Pitts, Field Representative, State Senator Bill Dodd, 3rd District
Jonathan Previtali, Director of Technology & Technical Services, Wells Fargo Renewable Energy & Environmental Finance
Alfred Gaspari, Pacific Gas and Electric Company
Alan Strasser, Policy Director & Stakeholder Liaison, American Resilience Project
Coltyn Allbee, CSU Chico
Kunal Bhavsar, CSU Chico STEM Program
Glenna Wiseman, SunSpec Alliance
Matthew Hirsch, Hirsch Media
Tom Tansy, SunSpec Alliance
California State Senator Bill Dodd
John Purves, Oracle, Principal Product Manager
Jason Kaminsky, Chief Operating Officer, kWh Analytics​
Marc Joffe, Public Sector Credit Solutions
Michelle Savage, Vice President, XBRL US, Inc.
Alfred R. Berkeley, Global Sustainability Index Institute (UNGSII)
K. Dixon Wright, USI Insurance Services
Dan Peter, Salesforce Programmer
Nathan Wood, Executive Director, Construction Progress Coalition
Roger Sorkin, American Resilience Project

Not Pictured:

Michael Wilkins, Managing Director, Global Head of Environmental & Climate Risk Research, S&P Global 
                          Taskforce on Climate Related Financial Disclosures (TCFD)

Upcoming Working Group Events​​

XBRL US National Convention
Bellevue Washington
September 16 2014

From Left to Right
Brian Kozel, Aspire XBRL
Campbell Pryde, XBRL US
Fuad Ratman, Apurba Technologies
Phillip Engel, XBRL US
Frederic Chapus, EDGAR Online
Michelle Savage, XBRL US
Emilee Bundesen, GALLINA LLP
Gregory Davenport, Liberty Mutual
Steve Burnett, GALLINA LLP
K. Dixon Wright, Wells Fargo Insurance Servcies
Jason Doll, Liberty Mutual 
Timothy Randle, Workiva
Louis Matherne, FASB
Mike Willis, PwC
John Goecke, StratusVue
Matthew Hummer, Govini
Al Berkeley, Princeton Capital Management

Not pictured:
Pooja Patel, Iris Business Services
Ari Mitra, Apurba Technologies