July 17, 2019
8:30am to 1:00pm
524 Post Street
(Near Union Square)
1:00 2:00 Live Recording of the Shared Pains Podcast
Douglas C. Mackbee
Chief Strategy Officer (CSO) and Sr. Platform Architect
California Access to Capital Program’s Engage Platform
Investments made into companies, organizations, and funds with the intention to generate a measurable social and environmental impact alongside a financial return
Industry experts bring you up-to-date on how the Infrastructure Supply Chain is going digital.
It's here: the first electronic financial transaction with XBRL and the DOE's Orange Button, fully digital and importable by multiple stakeholders throughout the infrastructure supply chain.
Will you be ready when the funding or contract requirement calls for digital electronic transactions
and mandates data interoperability?
Industry experts from throughout the supply chain will describe:
Impact Event Mission Statement
To accelerate the adoption and implementation of digital data interoperability to enable data driven decisions for public and private entities
Develop structures and business models that align with the UN Sustainable Development Goal’s.
To enable greater efficiency to reduce costs associated with the construction of infrastructure.
Promote engagement with the XBRL review process on the Contractor Financials Taxonomy
To accelerate the transition to digital by demonstrating data interoperability has transitioned from concept to implementation across the entire ecosystem.
To provide brief overviews from across the ecosystem to convey the breath and depth of the ecosystem alignment already in place to validate and warrant accelerated implementation.
To connect stakeholders by introducing each other to further the acceleration and to promote innovation to enable next generation of GovTech,RegTech, CleanTech,ConstrcTech,InsurTech and FinTech entities.
Financial markets dedicate resources and expertise to develop products and services to support companies along with organizations that are engaged in climate change, and offers those products with the intention to generate a measurable social and environmental impact alongside a financial return
Digital 360 Summit
Author of “The Advanced Smart Grid”
Editor of Power Engineering & Building Technologies – Artech House
Adjunct Professor – Texas State University School of Engineering
Board Advisor – Smart Electric Power Alliance
Board Advisor – The University of Kansas Energy Council
Board Advisor – Texas State University School of Engineering
Former President of NASDAQ
Former Vice Chairman and Acting Chairman of the President's National Infrastructure Advisory Council
Former Director of The World Economic Forum USA
Former Chairman of XBRL US
Former Director of XBRL International
Data Driven Decisions
Impact of Implementing Data Exchange in Construction of Infrastructure
From the Contractor to the Capital Markets
8:30 9:00 Welcome Reception
9:00 9:15 Opening Remarks
9:15 9:45 Impact Investing – Capital Markets
Wells Fargo Sustainability and Corporate Responsibility
9:45 10:10 Impact Policy - California Marketplace
Utilizing technology to deliver efficient and effective financial services
and solutions to California's 3.8M businesses
10;10 10:35 Impact Policy – The Smart Grid
See also: Shared Pains Podcast at 1:00pm
10:45 10:55 Impact Programming
Larry Clopp, Surety Resource Connection
10:55 11:05 Impact Underwriting – Financial Markets – Banking
Jon Previtali, Wells Fargo Bank
11:05 11:10 Impact Underwriting – Financial Markets – Surety
Electronic Surety Bonds
Tim McInerney, McInerney & Dillon
11:10 11:30 Impact Policy – Cities - On Bill Repayment
11:30 12:00 Impact Investing – Capital Markets
Alfred R. Berkeley
Global Sustainability Index Institute (UNGSII)
12:00 1:00 Light Buffet lunch
Technology Companies dedicate resources and expertise to develop and implement machine readable open source programming data interoperability to support companies along with organizations that are engaged in climate change, and offers those products with the intention to generate a measurable social and environmental impact alongside a financial return
Public policy with the intention to generate a measurable social and environmental impact.
Campuses that create educational programs that focus on STEM projects with the intention to generate a measurable social and environmental impact.
Mr. Mackbee was recently selected to lead the California FinTech Initiative focused on the statewide adoption and integration of new technologies and forging strategic partnerships with key technology partners.
SB-598 Open Financial Statements Act
There is a bill going through committee hearings, SB-598, to form a committee on how the State can transition to XBRL for the Comprehensive Annual Financial Report (CAFR), which is data reported to the state from all the various state agencies.
The adoption of XBRL by the State of California would accelerate the implementation of data interoperability based on a universally accepted international free data standard.
California State Treasury is supporting the bill, and they oversee the On Bill program which is being modified to allow for single third party loans up to $5,000,000.
Third party loans can be aggregated as part of Green Bond Funds that can be rated so that everyday borrowers become “investment grade.”
Links to testimony for SB598, the Open Financial Statements Act
More information and registration for
2:00 4:30 Orange Button Technical Working Session