Hosts

​Jon Previtali

Time: 18:06

Nathan Wood

Time: 7:07

July 17, 2019

8:30am to 1:00pm

Olympic Club

524 Post Street

(Near Union Square)

San Francisco

Invite Only

K. Dixon Wright

Introduction of Stephanie Rico

Time: 2:32

Alfred Berkeley

Time: 19:44

​​​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 

Bio and California Access to Capital Information

Investments made into companies, organizations, and funds with the intention to generate a measurable social and environmental impact alongside a financial return


From: ​

United Nations Development Programme 

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: 


  • How they are implementing the DOE's Orange Button


  • What impact it will have on accelerating the pace of implementing XBRL


  • Share insights on how data interoperability and an informed ecosystem will drive data-driven-decisions for access to capital and financial markets for insurance and surety. 

Sponsored By:

Jonathan Previtali
Director of Technology & Technical Services
Wells Fargo Renewable Energy & Environmental Finance

LinkedIn

Board member - Wells Fargo’s Innovation Incubator

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. 

Impact

Campus

Impact

Policy

K. Dixon Wright

Closing Comments

Time: 1:02

Impact

Investing

Douglas Macbee

Time: 33:28

K. Dixon Wright

Introduction of Nathan Wood

Time: 1:13

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

Andres Carvallo

Bio

CMG Consulting LLC

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

K. Dixon Wright

Introduction of Alfred Berkeley

Time: 0:48

2019 SUMMER IMPACT EVENT​

Alfred R. Berkeley

Global Sustainability Index Institute (UNGSII) 

​Bio

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

Nathan Wood
Founder & Chief Enabling Officer, SpectrumAEC

Executive Director, ​Construction Progress Coalition (CPC)
Bio

LinkedIn

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
                              Dixon Wright
                              Jon Previtali

9:15     9:45     Impact Investing – Capital Markets
                               Stephanie Rico
                               Wells Fargo Sustainability and Corporate Responsibility


9:45      10:10  Impact Policy - California Marketplace

                                Doug Mackbee

                                       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
                                 Andres Carvallos

                                    CMG Consulting

                                    Digital 360 Summit

10:35   10:45   Impact Programming – Construction - CDX
                                 Nathan Wood, Construction Progress Coalition


                         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

                                       Dixon Wright
                                      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

Impact

Programming

Stephanie Rico

Time: 8:58

Keynote Speakers

K. Dixon Wright

Opening Comments

Time: 2:43

K. Dixon Wright

Introduction of Jon Previtali

Time: 0:34

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.


Jon Previtali

Opening Comments

Time: 8:06

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.

Impact

Underwriting

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 

In Person Orange Button Developer's Meeting

​​2:00     4:30     Orange Button Technical Working Session

Nathan Wood
Founder & Chief Enabling Officer, SpectrumAEC

Executive Director, ​Construction Progress Coalition (CPC)
Bio

LinkedIn

K. Dixon Wright

Introduction of Douglas Macbee

Time: 2:23

Stephanie Rico

Senior Vice President
Environmental Affairs
Sustainability and Corporate Responsibility
Wells Fargo Bank

LinkedIn

K. Dixon Wright

Introduction of Andres Carvallo

Time: 1:02

K. Dixon Wright

On Bill Finance

Time: 6:12

Andres Carvallo

Time: 28:11

Shared Pains Podcast - Nathan Wood

Left to Right: Jon Previtali, Doug Macbee, Alfred Berkeley, Andres Carvallo