september 20, 2010 monday...warren, elizabeth (cfpb) 2 11/16/2010 4:05 pm september 20, 2010...

1 11/16/2010 4:05 PMWarren, Elizabeth (CFPB)

September 20, 2010 Monday

8:30 AM - 9:00 AM Photo for Treasury Badge

9:00 AM - 9:30 AM Meeting with Deputy Secretary Neal Wolin -- 3326

10:15 AM - 12:00 PM Drop-by Congressional Oversight Panel

12:30 PM - 1:30 PM Lunch with Secretary Geithner

1:30 PM - 2:00 PM Ethics Briefing -- 2316

2:30 PM - 3:00 PM Brief Meeting with Peggy, Eric -- 2316

3:00 PM - 3:30 PM Meeting w/ Lael Brainard & Elizabeth Warren -- 3436When: Monday, September 20, 2010 3:00 PM‐3:30 PM (GMT‐05:00) Eastern Time (US & Canada).Where: TBD

Note: The GMT offset above does not reflect daylight saving time adjustments.

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3:30 PM - 4:00 PM HR Briefing -- 2316

4:00 PM - 4:45 PM Meeting with Oklahoma Bankers Association Executive Committee -- Willard Hotel (ante-lobby)Contact: Myrna Kay Smith

4:45 PM - 5:30 PM Meeting with Oklahoma Bankers Association (bigger group) -- Willard Hotel (ante-lobby)Contact: Myrna Kay Smith

5:30 PM - 5:45 PM Meeting with Stuart Levey -- 4326

6:00 PM - 6:30 PM Meeting with Jeff Goldstein

6:30 PM - 7:00 PM Morning Show Prep -- 2316

7:00 PM - 8:00 PM CFPB Team -- 2316MTWhen: Monday, September 20, 2010 7:00 PM‐8:00 PM (GMT‐05:00) Eastern Time (US & Canada).Where: 2316MT


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September 20, 2010 Continued Monday

Updated Room Number to 2316MT.

September 21, 2010 Tuesday

5:45 AM - 5:45 AM Peter will meet up with Elizabeth -- Lobby

6:40 AM - 6:50 AM NBC Today Show (pre-tape)5 minute interview

7:05 AM - 7:35 AM Live CBS Early Show5 minute interview

Note: CBS may want a bump at the top of the show.

9:00 AM - 10:00 AM Meeting with Bill Cheney and staff (CUNA) -- Diplomatic Room

9:30 AM - 10:30 AM CFPB Meeting -- Conference Room 503 (A)

10:10 AM - 10:30 AM Prep for Mortgage Disclosure Forum -- Secretary's Small Conference RoomWhen: Tuesday, September 21, 2010 10:10 AM‐10:30 AM (GMT‐05:00) Eastern Time (US & Canada).Where: Secretary's Small Conference Room


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Participants:

BarrAdeyemoEnglishAvielWarren

11:00 AM - 11:30 AM Brief Meeting with Kim Wallace, Leg. Affairs -- 2316

11:30 AM - 12:00 PM Meeting with Michael Barr -- 2316MTWhen: Tuesday, September 21, 2010 11:30 AM‐12:00 PM (GMT‐05:00) Eastern Time (US & Canada).Where: 2316MT


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September 21, 2010 Continued Tuesday

12:00 PM - 1:00 PM Lunch with Dan

12:00 PM - 12:30 PM Confirmed for Meeting w/AG -- 2326MTWhen: Tuesday, September 21, 2010 12:00 PM‐12:30 PM (GMT‐05:00) Eastern Time (US & Canada).Where: 2326MT


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Roy Cooper head of Naag; his AG.Per Leandra English – 9/10/10‐amh

1:00 PM - 3:00 PM Treasury Mortgage Disclosure Event -- Large Conference Room by the Secretary's Office

3:00 PM - 4:30 PM EW Call Time

5:00 PM - 6:00 PM Meeting to Discuss Card Act -- Secretary's Large Conference Room

5:45 PM - 6:00 PM Meeting with Jeffrey Goldstein -- MT3312

6:00 PM - 6:30 PM Do Not Schedule

6:30 PM - 7:00 PM

September 22, 2010 Wednesday

12:00 AM - 12:00 AM EW to NYC

9:00 AM - 9:15 AM Meeting with Jeffrey Goldstein -- 3316

9:30 AM - 9:45 AM NPR Interview -- 2316Staff: Peter Jackson

YOU will be interviewed by Robert Siegel for tonight's "All Things Considered" (NPR).

10:00 AM - 10:30 AM HR Meeting - Mario Minor -- 2316

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September 22, 2010 Continued Wednesday

11:00 AM - 12:00 PM Meeting with NAFCU board (general session in addition to exec board) -- Hyatt Regency (1000 H St., NW) (Independence H&I Rooms in the lower level)Contact: Quincy Enoch

A member of the NAFCU staff will be waiting at the main entrance to escort Professor Warren to the meeting room. NAFCU Attendees Fred R. Becker Jr. ‐ President/CEO Dan Berger ‐ Executive Vice President, Government Affairs Carrie Hunt – Director of Regulatory Affairs & Senior Counsel Quincy Enoch – Legislative and PAC Coordinator NAFCU Board Michael N Lussier, Chairman Michael J Parsons Ed Templeton Shelley B. Clarke Charles Thomas Larry T. Wilson Randy Smith Richard Harris Cutler Dawson Robert L. Marquette Frank Berrish

1:00 PM - 3:45 PM ACELA to NYC

4:15 PM - 4:45 PM Hotel Check-in -- Omni Berkshire Place Hotel, 21 East 52nd (Alternative reservation at Fitzpatrick Grand, 687 Lexington Avenue)

5:30 PM - 7:30 PM

7:30 PM - 9:30 PM

September 23, 2010 Thursday

12:00 AM - 12:00 AM EW to NYCPlease See Above

6:15 AM - 6:30 AM Travel to NBC -- 30 Rockefeller Plaza

6:30 AM - 7:15 AM Morning Joe (MSNBC) -- 30 Rock

7:15 AM - 7:45 AM Squawk Box (CNBC)

8:00 AM - 8:30 AM Fox and Friends (FNC) -- 1211 6th Ave. of the Americas between 47/48th Sts

10:00 AM - 11:00 AM ABC News Editorial Meeting -- 47 W. 66th St

11:00 AM - 11:15 AM Return to Omni Berkshire Hotel and Check-Out -- 21 East 52nd

11:30 AM - 11:45 AM Arrive at NYC Penn Station -- Seventh Avenue and Eighth Avenue between 31st Street & 33rd Street

12:00 PM - 2:45 PM ACELA to DC Union Station

4:00 PM - 4:30 PM Ethics Briefing and Bloomberg Story -- 23164:15 – Ethics Briefing – Rochelle Granat and Peter Riesen

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September 23, 2010 Continued Thursday

5:00 PM - 5:45 PMWhen: Thursday, September 23, 2010 5:00 PM‐5:30 PM (GMT‐05:00) Eastern Time (US & Canada).Where: 2326MT


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Per Eric – 9/15/10‐amh

5:45 PM - 6:45 PM EW Call Time5:45pm – Neal Wolin

6pm – Martin Eakes

6:30pm – Jim Guest

7:00 PM - 9:00 PM Dinner with David Axelrod -- Logan Tavern (1423 P St NW -

September 24, 2010 Friday

8:30 AM - 9:30 AM Beat Reporter Calls

8:50 AM - 9:20 AM Brief Meetings with Jeffrey Goldstein, Mark Patterson

9:30 AM - 10:00 AM Security Forms

10:30 AM - 11:00 AM CARD Act Briefing -- 2316

11:30 AM - 12:00 PM Meeting with Mary Miller, A/S of Financial Markets -- 2316

12:00 PM - 12:30 PM Lunch with Raj Date

12:30 PM - 1:30 PM EW Call Time1:00pm – Rep. Louise Slaughter

1:15pm – Gretchen Morgenson

1:30 PM - 2:30 PM Beat Reporter Calls

2:30 PM - 3:00 PM AARP InterviewStaff: Peter Jackson

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September 24, 2010 Continued Friday

YOU and Peter will call Sarah Mahoney, a freelance reporter assigned to write your profile for the AARP Magazine.

3:00 PM - 4:00 PM Meeting with Progressive and Consumer Groups on Reg Reform Implementation

4:30 PM - 5:00 PM Meeting with Peter Jackson -- 2316

5:00 PM - 5:30 PM Speech Prep

5:30 PM - 6:30 PM EW Call Time4:30 – Mary Kay Henry

6:00 – Rob Johnson

6:30 PM - 7:00 PM Meeting to Discuss CFPB Implementation Staffing -- 2316Need to conference Eric in

September 27, 2010 Monday

9:00 AM - 9:15 AM

9:30 AM - 10:30 AM EW Call Time9:30am – Ken Chenault (AmEx)

9:45am – Travis Plunkett (Consumer Federation)

10:00am – Mike Lux

10:30 AM - 11:00 AM Off the Record Briefing with Reporters -- Adamske will walk with EW to Press Room

11:00 AM - 11:45 AM Meeting with Raj Date -- 2316

12:00 PM - 1:30 PM Lunch with Steve Bartlett -- 1001 Pennsylvania Ave. NW; Suite 500 South

1:30 PM - 2:00 PM Meeting with Neal Wolin -- @ Room 3326When: Monday, September 27, 2010 1:30 PM‐2:00 PM (GMT‐05:00) Eastern Time (US & Canada).Where: @ Room 3326

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September 27, 2010 Continued Monday


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Sure

From: Slomianyj, Hanna To: Wolin, Neal Cc: Mendel, Amanda; Kennedy, Matthew Sent: Fri Sep 24 10:38:57 2010Subject: Meeting Request - Elizabeth Warren

Neal,

Elizabeth Warren has requested 30 minutes with you on either Monday or Tuesday to discuss today’s hill briefing. Would you like me to schedule this?

Thanks,Hanna

2:30 PM - 3:00 PM Meeting with Jon Leibowitz (Chairman of the FTC) -- 600 Constitution Ave NWCome around to the secondary avenue. Tell security when you’ve arrived and someone will come to escort you.

4:15 PM - 4:30 PM Call with Travis Plunkett

4:30 PM - 4:50 PM Call with Ken Chernault (CEO of AmEx)

5:00 PM - 7:00 PM Resume Organization Time

September 28, 2010 Tuesday

8:00 AM - 9:00 AM Breakfast with Valerie Jarrett -- White House MessMeet in West Wing Lobby.

9:30 AM - 10:30 AM CFPB Meeting -- Conference Room 503 (A)Anna will walk over with EW.

10:30 AM - 11:00 AM DO NOT SCHEDULE

11:00 AM - 11:15 AM Meeting with John Bowman (OTS) -- 1700 G Street NWStaff: Eric Stein

Say your name at the front desk, and you will be escorted.


September 28, 2010 Continued Tuesday

11:45 AM - 12:00 PM Interview with Steven Antonakes

12:45 PM - 1:45 PM Meeting with Staff -- Small Conference Room When: Tuesday, September 28, 2010 12:45 PM‐1:45 PM (GMT‐05:00) Eastern Time (US & Canada).Where: Small Conference Room


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TOPIC: CFPB Update/Planning

Attendees:WolinBarrWarrenPatterson

1:50 PM - 2:00 PM Brief Photo Shoot (Treasury purposes) -- The photographer will escort you to and from location

2:30 PM - 3:30 PM CFPB: Organizational Design Meeting -- 2316

3:45 PM - 4:00 PM Briefing on Hill Visits (Charles Yi and Megan Moore) -- 2316

4:00 PM - 4:30 PM Meeting with Treasurer Rios -- 2134C

4:30 PM - 4:45 PM Meeting between EW and Cheyenne Hopkins -- 2316

5:00 PM - 5:30 PM Meeting with Diana Farrell (Deputy NEC Director) -- 2316No need to clear her in.

5:30 PM - 6:00 PM Meeting with Steve Adamske -- 2316

6:00 PM - 6:45 PM CFPB Priority Initiatives Meeting -- 2316

7:20 PM - 7:40 PM Common Purpose Project -- Capitol Hilton1001 16th Street Northwest

Staff: Wally

8:15 PM - 10:15 PM Dinner with Jonathan Alter -- Bombay Club (815 Connecticut Avenue Northwest)Reservation under Elizabeth Warren.


September 29, 2010 Wednesday

7:30 AM - 8:30 AM Breakfast with Richard Davis (CEO of US Bancorp) -- Old Ebbitt Grill (675 15th St NW)Note: Richard will be introducing EW at the Financial Services Roundtable Speech Wednesday pm.

9:00 AM - 9:30 AM Meeting with John Walsh (Acting Comptroller of the OCC) -- 250 E St. Bring photo ID, and tell the security guard that you have an appt. Someone will escort you.

Staff: Adewale Adeyemo

10:00 AM - 10:30 AM Beat Reporter Meeting

10:30 AM - 11:00 AM Interview w/ Elizabeth Warren and -- 1500 Pennslyvania Ave NW Washington DC 20220 Room 2316When: Wednesday, September 29, 2010 10:30 AM‐11:00 AM (GMT‐05:00) Eastern Time (US & Canada).Where: 1500 Pennslyvania Ave NW Washington DC 20220 Room 2316


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Elizabeth Warren 10:30‐11:00Room 2316

Michael Barr 12:30‐1:00Room 2326

Eric Stein/Adewale Adeyemo(Wally) and Leandra English 1:30‐2:00Room 2321

Peggy Twohig/Kelly Cochran 2:30‐3:00Room 1414

11:00 AM - 11:30 AM Credit Card Prep -- 2316MT

11:30 AM - 12:00 PM Meeting with Sheila Bair (FDIC) -- 550 17th Street NWSay your name at the front, and they will meet you downstairs so you can be escorted.

Staff: Eric Stein

12:00 PM - 1:00 PM

1:00 PM - 1:30 PM Rep. Henry Waxman (D-CA) -- 2204 RayburnStaff: Megan Moore

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1:30 PM - 2:00 PM Rep. Barney Frank (D-MA) -- 2129 RayburnStaff: Megan Moore

2:15 PM - 2:45 PM Rep. Jo Ann Emerson (R-MO) -- 2440 RayburnStaff: Megan Moore

3:00 PM - 3:30 PM Sen. Harry Reid (D-NV) -- S-221 US CapitolStaff: Megan Moore

3:30 PM - 4:00 PM Rep. Nancy Pelosi (D-CA) -- H-232 Capitol Staff: Megan Moore

She wants a photo.

4:00 PM - 4:30 PM Rep. Brad Miller (D-NC) -- 1127 LongworthStaff: Megan Moore

4:35 PM - 4:55 PM Rep. Spencer Bachus (R-AL) -- 2246 RayburnStaff: Megan Moore

5:00 PM - 5:30 PM Rep. Mel Watt (D-NC) -- 2304 RayburnStaff: Megan Moore

6:00 PM - 6:30 PM SPEECH PREP -- 2316MT

6:30 PM - 6:45 PM

6:45 PM - 9:15 PM Keynote Speech to Financial Services Roundtable -- Grand Ballroom, The Mandarin Oriental, 1330 Maryland Avenue, S.W., Washington, D.C. 20024For security reasons, we suggest that you enter through the Maine Avenue Ballroom entrance to the Mandarin Oriental Hotel. Richard Whiting, Executive Director and General Counsel at The Financial Services Roundtable will greet you at the Maine Street entrance at 6:45 p.m. 15 minutes prior to dinner.

You are scheduled to begin speaking after dinner has been served at 8:15 p.m.

You are allotted 30 minutes to speak. We suggest you speak for 20 minutes and allow 10 minutes for Q&A. You will be addressing approximately 400 Chief Executive Officers and other senior management who represent the Roundtable Member Companies, Members of Congress and the Administration, financial regulators, and various trade association executives.

You are invited to sit at the head table and will be introduced by Richard Davis, Chairman,President and Chief Executive Officer, U.S. Bancorp, who you will also be having breakfast with that morning.

*

Staff: Raj Date

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September 30, 2010 Thursday

8:45 AM - 9:00 AM Meeting with Ben Bernanke -- C Street, NW, between 20th Street, NW and 21st Street, NW (enter at C Street)A security escort will greet you at the entrance and escort you to the Chairman's office.

Staff: Eric Stein

9:30 AM - 10:00 AM HuffPo Video Interview -- HuffPo (1730 Pennsylvania Ave. NW Suite 825)You will go straight from the meeting with Bernanke to HuffPo

Staff: Dan Geldon

10:15 AM - 10:30 AM Meeting with Peter -- 2316MT

10:30 AM - 11:00 AM Interview w/Elizabeth Warren and 2316MTWhen: Thursday, September 30, 2010 10:30 AM‐11:00 AM (GMT‐05:00) Eastern Time (US & Canada).Where: 1500 Pennslyvania Ave NW Washington DC 20220 Room 2316


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Elizabeth Warren 10:30‐11:00 Room 2316

Michael Barr 11:30‐12:00 Room 2326

Eric Stein/Kelly Cochran 3:00‐3:30 Room 2321

11:15 AM - 11:30 AM Call with Richard Nieman

12:00 PM - 1:00 PM Lunch with Shaun Donovan (HUD) -- HUD Dining Room (451 7th St., SW)Contact: Ioanna T. Kefalas

Enter through the South Lobby (corner of 7th and Frontage Rd). Give the security guards your name, and someone will escort you.

1:30 PM - 2:00 PM Sen. Chris Dodd (D-CT) -- 448 Russell (alt. 534 Dirksen)The location will depend on whether the morning hearing (the one where Neal Wolin is testifying) is over by then.

If the hearing is over, the meeting will be in Chairman Dodd’s personal office, room 448 Russell.

If the hearing is not over, the meeting will be in the Senate Banking Committee office,

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September 30, 2010 Continued Thursday

room 534 Dirksen.

Staff: Charles Yi

2:00 PM - 2:30 PM Sen. Tim Johnson (D-SD) -- 136 HartStaff: Charles Yi

2:30 PM - 3:00 PM Meeting with Ed Clark (TD Bank) -- Dirksen 428 (HELP Committee conference room)

3:00 PM - 3:30 PM Sen. Richard Shelby (R-AL) -- 304 RussellStaff: Charles Yi

3:45 PM - 4:15 PM Sen. Jack Reed (D-RI) -- 728 HartStaff: Charles Yi

4:30 PM - 5:00 PM Rep. Hoyer -- H-107

5:00 PM - 6:00 PM Meeting with Alyssa

6:00 PM - 6:15 PM Meeting with Raj Date -- 2316MT

6:30 PM - 10:00 PM DO NOT SCHEDULE

October 01, 2010 Friday

8:00 AM - 8:30 AM Meeting with Debbie Matz (NCUA) -- 1775 Duke Street, Alexandria, VAContact: Angela Sanders

9:45 AM - 10:00 AM Meeting with Tim Massad (Soon to be Acting Assistant Secretary for Financial Stability) -- 2316

10:00 AM - 11:00 AM EW Call Time10:00 am – Craig Newmark

10:15am – Conference Call with Raj Date and Tim Duncan

11:00 AM - 12:00 PM Robert Wolf (UBS) -- 2316Staff: Leandra

Contact: Karin Yoykon

12:15 PM - 1:15 PM Lunch with Chairman Schapiro -- Treasury Dining RoomContact: Ammani Nagesh


October 01, 2010 Continued Friday

1:30 PM - 3:00 PM Elena Kagan Investiture Event -- SCOTUS (enter through the Visitor's entrace, off to the left under the big stairs)NO ELECTRONIC DEVICES ALLOWED IN THE COURTROOM

1:30 PM - 2:30 PM

4:00 PM - 4:30 PM Call with Tim Ryan (SIFMA) -- He will call 202-622-6096Contact: Anne Marie

4:30 PM - 4:45 PM Meeting with George Madison (General Counsel) -- 3304

5:00 PM - 5:15 PM Meeting with Lewis Alexander (Counselor to the Secretary and former Citi economist) -- 2316

5:30 PM - 6:00 PM Meeting with Jeff Foster -- 2316MT

6:00 PM - 7:00 PM CFPB Happy Hour

7:00 PM - 8:30 PM Dinner with Elena Kagan -- Corduroy Restaurant (1122 9th St)

October 02, 2010 Saturday

10:00 AM - 10:30 AM Call with MPW Panel -- 2316MT

October 04, 2010 Monday

All Day EW in NYC

7:00 AM - 10:00 AM ACELA to NYC

11:00 AM - 11:30 AM Meeting with Vikram Pandit (Citi) -- 399 Park Avenue (between 53rd and 54th); on the Second Floor

12:00 PM - 12:30 PM Roosevelt Institute Event drop-by -- Princeton Club (15 West 43rd Street, New York, NY)

1:00 PM - 1:45 PM NYT Editorial Board -- 620 8th Avenue New York, NY


3:45 PM - 4:45 PM Parker Spitzer Event

5:00 PM - 8:00 PM Hold: ACELA to DC

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October 05, 2010 Tuesday

8:30 AM - 8:45 AM Meeting with Matt Kennedy -- 2316MT

9:00 AM - 9:30 AM White House Badge -- EEOB Room 88


10:00 AM - 11:00 AM Weekly Policy Meeting -- Met Square (6B419)

11:15 AM - 12:00 PM Media: Radio Interviews

12:15 PM - 1:00 PM IT Meeting -- 2316MT

1:15 PM - 2:15 PM Lunch with Elizabeth Warren, Aneesh, Vivek -- WH MessContact: Tristen Pegram

3:00 PM - 4:00 PM Fortune: Most Powerful Women Summit -- The Mandarin Oriental (1330 Maryland Avenue, SW)Contact: Lisa Clucas

Participants: Sheila Bair, Mary Schapiro, Christine VarneyModerator: Mika Brzezinski

The session is scheduled to run from 3:20‐4pm. There will be a live audience of about 450 people and the session will be webcast.

4:15 PM - 5:00 PM PBS Newshour

5:30 PM - 7:00 PM EW Call Time5:45 – AG Coakley

6:00 – Ed Yingling

6:30 – AG Miller

7:30 PM - 9:00 PM

October 06, 2010 Wednesday

10:00 AM - 11:00 AM POTUS Prep

11:00 AM - 11:30 AM Meeting with Elizabeth Vale -- Ward Room (on ground floor, one level below West Wing lobby)She will need clearance.

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October 06, 2010 Continued Wednesday

11:45 AM - 12:30 PM POTUS/NEC Meeting -- Oval OfficeWhen: Wednesday, October 06, 2010 11:45 AM‐12:30 PM (GMT‐05:00) Eastern Time (US & Canada).Where: Oval Office


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SUBJECT: CFPB WolinWarrenBarr

12:30 PM - 1:00 PM Lunch with -- Treasury Dining Room

1:00 PM - 1:30 PM Meeting with Jake Siewert -- 2316MT

1:30 PM - 2:00 PM Meeting between Elizabeth Warren and Dan Tangherlini -- 2316MT

2:30 PM - 2:45 PM Mortgage Simplification -- 2316MT

3:00 PM - 3:30 PM Call with Kenneth Troske -- 2316MT

3:30 PM - 3:45 PM Meeting with Professor Elizabeth Warren & A/S Marisa Lago -- Marisa's Office (Room 4138A)When: Wednesday, October 06, 2010 3:30 PM‐3:45 PM (GMT‐05:00) Eastern Time (US & Canada).Where: Marisa's Office (Room 4138A)


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Head of new Consumer Financial Protection Bureau (CFPB).

3:45 PM - 4:15 PM Meeting with Niall Booker (HSBC-North America CEO) -- 2316MTNiall might be 5‐10 minutes late.

He will be accompanied by Thomas James Rosenkoetter

Contact: Janet G St Amand

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4:15 PM - 4:30 PM Call with Sen. Kaufman (appointed to COP)

5:00 PM - 5:30 PM Meeting with Pete Rouse -- 1st Floor - Chief of Staff's OfficeContact: Caitlin Naidoff

6:00 PM - 7:00 PM EW Call Time6:00 pm – Call with AG Madigan


October 07, 2010 Thursday

8:30 AM - 9:00 AM

9:00 AM - 9:15 AM Meeting between Elizabeth Warren and Tim Massad -- 2316MT

9:30 AM - 10:00 AM Call with -- 2316MT

10:00 AM - 10:30 AM Call with Ken Phelan (Fannie Mae)Contact: Cathy Herchenroeder

10:30 AM - 11:00 AM Management/HR Update -- 2316MT

11:00 AM - 12:00 PM Industry Outreach Meeting

12:00 PM - 1:00 PM Lunch Meeting with Rob Nichols -- Treasury Dining RoomContact: Trish Horowitz

Rob will arrive to the 'front' entrance of the Treasury at 11:45a.m. on Monday, October 4th and go through security, then wait for Alyssa to meet him there.

1:00 PM - 1:30 PM H.R. 3808 Meeting

1:30 PM - 2:00 PM Meeting with David Silberman -- 2316MTRaj recommended – “terrific on Card”

3:00 PM - 3:30 PM Meeting with Ron Klain -- EEOB 202APlease enter the SW gate to the White House complex at 17th Street and State Place. From there, proceed up the steps into the Eisenhower Executive Office Building (EEOB), receive your badge and pass through security. We are one floor up from there, in Room 202A.

Contact: Kathleen Seighman (

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October 07, 2010 Continued Thursday

4:00 PM - 5:00 PM Meeting with Austan Goolsbee -- EEOB 484Contact: Meryl Holt

5:30 PM - 6:00 PM Meeting between Elizabeth Warren and Dan Tangherlini -- 2316MT


9:30 AM - 10:00 AM Meeting with Pete RouseStaff: Leandra, Pete, Wally

Topic: Constituency Outreach

Valerie Jarrett, Jen Psaki will be in attendance.

10:30 AM - 11:00 AM Meeting with Robb Adkins (DOJ) [Executive Director, Financial Fraud Enforcement Task Force, Office of the Deputy Attorney General] -- 2316MTHe will brief you on mortgage fraud.

11:00 AM - 11:30 AM Call with -- 2316MT11am –

12:00 PM - 1:00 PM Lunch with Melody Barnes -- White House Mess HallContact: Allison Zellman

1:15 PM - 1:35 PM

2:00 PM - 3:00 PM Jamie Dimon (JPMorgan Chase) -- 2316MTContact: Jill Blickstein

Staff: Raj Date

Staff: Naomi Camper

3:00 PM - 3:15 PM Meeting between Elizabeth Warren and Sarah Apsel -- 2316MT

3:30 PM - 3:45 PM

3:45 PM - 4:15 PM Call with Sen. Klobuchar

4:00 PM - 4:30 PM Meeting with Tim Burniston (working on Bank Supervision) -- 2316MT

4:30 PM - 5:00 PM Consumer Response -- 2316MT

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5:00 PM - 6:15 PM EW Call Time5:30 – Mallory Duncan (National Retail Federation)

6:15 PM - 6:45 PM Meeting with Wally


All Day Columbus Day

2:00 PM - 3:00 PM Meeting with Elizabeth Vale and Bill Bradley -- 2316MT

3:30 PM - 4:00 PM Call with Diana Farrell

6:30 PM - 8:00 PM


8:30 AM - 9:00 AM EW Fingerprinting -- 1015

9:00 AM - 9:30 AM Media Prep


10:00 AM - 10:30 AM Weekly Policy Meeting -- Met Square (6B419)

10:50 AM - 11:30 AM Bloomberg TV Interview -- Bloomberg (1399 New York Ave)STAFF: PeterON‐SITE: Charlotte Dejean CONTACT: Anne Torres

YOU will be interviewed by Bloomberg TV host Margaret Brennan LIVE at 11:15am for an 8‐minute segment with a commercial break in the middle. Hair and makeup will be provided.

12:00 PM - 12:30 PM Call with Martin Eakes / Lunch

12:50 PM - 1:30 PM WH Video Shoot -- EEOB 236 Staff: Leandra

2:00 PM - 3:00 PM Orientation for Peter, Raj, and Dan

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October 12, 2010 Continued Tuesday

2:00 PM - 2:30 PM Call with -- 2316MT

2:30 PM - 3:00 PM Meeting with Hollister Petraeus -- 2316MTShe’ll give you some more insight into the Vet Affairs Office.

3:15 PM - 3:45 PM Call with Jeffrey Goldstein (servicing fraud)

3:30 PM - 4:00 PM Nonbank Supervision -- 2316MTWe apologize for the reschedule

4:00 PM - 4:30 PM EW Call Time4pm – Shaun Donovan

4:30 PM - 5:00 PM Meeting with Elizabeth Warren and Peggy Twohig -- 2316MT

5:00 PM - 5:30 PM Meeting with James Freis (FinCEN) -- 2316MTContact: Shannon Harrison

5:30 PM - 6:00 PM Meeting with Elizabeth Warren and Eric Stein -- 2316MT

6:00 PM - 7:00 PM Call with Secretary Geithner / Call Time

7:00 PM - 7:30 PM Meeting on Media Strategy -- 2316


7:30 AM - 9:00 AM HOLD: AARP Photo/Video

9:30 AM - 10:00 AM Meeting with Richard Hunt (Consumer Bankers Association) -- 2316MTContact: Janet Pike

11:00 AM - 12:00 PM EW Call TimeBarney Frank

12:30 PM - 12:45 PM Call with Bob Bauer (WH Counsel)

1:00 PM - 1:30 PM Interagency Call with OMB -- Conf Call

1:30 PM - 2:30 PM Ken Chenault (AmEx) -- 2316MT*He’s flying here for us*

Contact: Denise White

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Our Staff: Raj Date

AmEx Staff: Arne Christenson (Senior VP of Govt. Affairs)

3:00 PM - 3:30 PM Coffee Break with Dan Mica (CUNA) -- Old Ebbitt GrillContact: Ash

4:00 PM - 5:00 PM Neil Cavuto -- 400 N. Capitol St.

4:00 PM - 4:30 PM Raj - Meeting with Wells Fargo -- 2316MT

5:00 PM - 5:30 PM Call with Roger Beverage (OK Bankers Association)

5:30 PM - 6:15 PM Meeting with Travis Plunkett -- 3311, Dip Room

6:20 PM - 6:40 PM Meeting with Elizabeth Warren and Dan Tangherlini -- 2316MT


All Day EW in Columbus, OH

7:10 AM - 7:30 AM The Tom Joyner Morning Show with Roland MartinYOU will be on the Tom Joyner Morning Show with Roland Martin LIVE to talk about the CFPB.

8:30 AM - 10:00 AM EW to DCA

10:00 AM - 11:15 AM EW Flight to Columbus, OHDepart en route Columbus via USAirways Flight 3583

12:00 PM - 1:00 PM COHHIO/ProgressOhio Roundtable -- 6770 North High St, Worthington, OH 12:00pm HOLD for Press

12:15pm Begin roundtable with a spray, and 5 minutes of remarks

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12:20pm Press Departs, continue discussion

1:00pm Closing Remarks

1:30 PM - 3:30 PM Chase Visit -- 3415 Vision Drive, Columbus, OH

3:35 PM - 3:50 PM Call with Sen. Durbin

4:00 PM - 4:45 PM Meeting with Secretary of State Jennifer Brunner -- 180 East Broad Street, Columbus, OH

4:30 PM - 5:00 PM Call with Richard Cordray (OH AG)

5:00 PM - 5:30 PM Community Bankers

6:00 PM - 7:30 PM EW to CMH Airport


9:20 AM - 9:40 AM Trotter Group Briefing1. DeWayne Wickham, USA Today

2. Les Payne, Root.com3. Dwight Lewis, Nashville Tennessean4. Tonyaa Weathersbee, Florida Times‐Union5. Rhonda Graham, Wilmington (Del.) News‐Journal6. Annette John‐Hall, Philadelphia Inquirer7. Askia Muhammad, The Washington Informer8. Lynne Varner, Seattle Times9. Rochelle Riley, Detroit News 10. Joe Davidson Washington Post

10:15 AM - 10:45 AM Meeting with ) -- 2316MT

11:00 AM - 11:30 AM WH New Media Video -- EEOB 230B

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12:00 PM - 1:00 PM Lunch with Cass Sunstein -- WH Mess (enter at 17th St. and State Place, NW)Meet Cass in his office (room 216)

Contact: Lisa M. Jones

1:00 PM - 2:00 PM EW Time

2:00 PM - 2:45 PM Interview with Joe Adler (American Banker) -- 2316MTSTAFF: Peter

YOU will be interviewed by Joe Adler from the American Banker for a profile article that will run in conjunction with your receipt of the 2010 American Banker “Innovator of the Year” award.

3:30 PM - 4:00 PM Meeting with Mark Patterson and Elizabeth Warren -- @ Room 33261When: Friday, October 15, 2010 3:30 PM‐4:00 PM (GMT‐05:00) Eastern Time (US & Canada).Where: @ Room 33261


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4:00 PM - 4:15 PM Call with Simon Johnson

4:30 PM - 5:00 PM Call with Bob Bauer

5:00 PM - 5:30 PM Meeting with Dan

5:30 PM - 6:00 PM Budget Meeting -- 2316MT

6:00 PM - 6:30 PM Tour for EW and Bruce Mann of TreasuryBarry will be giving the tour

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8:30 AM - 9:30 AM Media: Washington Watch with Roland Martin (TV One) -- 101 Constitution Ave. NW – Lower LevelSTAFF: Peter

ON‐SITE/CONTACT: Jaci Clark

YOU will be interviewed by Roland Martin to tape for Washington Watch, his Sunday morning show on TV One.

12:00 PM - 12:30 PM Call with Senator Jack Reed

1:30 PM - 2:00 PM Call with Martha Minow

October 17, 2010 Sunday

5:00 PM - 8:00 PM EW to NYC (Acela)Train Number: 2222Confirmation Number:

10:00 PM - 10:30 PM RON: W Hotel NY -- 1567 Broadway (7th Ave, 46th St)Confirmation Number:


All Day EW in NYC

8:00 AM - 9:30 AM Prep for the ViewEW is confirmed to sit down with the five co‐hosts of ABC’s “The View” on Monday, October 18, 2010. The show will start taping at 1:00 pm and it will air on Friday, October 22.

The interview will happen in front of a studio audience and she will be seated on a couch for one segment. The other guests scheduled that day include actor/director Tyler Perry and fashionista Isaac Mizrahi.

She should arrive at the ABC studio by 12:40 pm for makeup and to watch the beginning of the show. The studio is located at 320 West 66th Street.

The producers have not yet slated the show and so the time of her segment is TBD. But, she should be off the show by 1:45 pm. I’ll have more details later in the week.

10:00 AM - 11:00 AM Morgan Stanley -- 1585 Broadway

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October 18, 2010 Continued Monday

11:00 AM - 12:30 PM Lunch/Travel

12:30 PM - 1:45 PM The View -- 320 West 66th StreetSegment Producer is Jennifer Brookman We can provide touch‐ups with hair and make‐upShe will enter through the back entrance. I will meet and greet.

Back entrance: On West End Ave. at W.65th St Security booth entranceThere is no building # or sign at this entrance. I will be waiting at the top of the driveway.Anyone arriving separately must enter at 320 W.66th St (west End Ave. and The Hudson River)

Dressing rooms on the 2nd Floor and 3rd floor is the studio.

2:15 PM - 2:45 PM

3:30 PM - 4:30 PM Deutsche Bank, Kristi Leo and Jay Steiner -- 60 Wall

5:00 PM - 6:00 PM Goldman Sachs, Michael Bacon, John Mahoney, Mike Esposito, Michelle Gill -- 375 Park Ave, Suite 809 (S&C space)

7:15 PM - 10:05 PM EW to DC (Acela)


9:00 AM - 9:30 AM Media Event Meeting -- EW's new office


10:00 AM - 10:20 AM Weekly Policy Meeting -- 1801 L St (Conference Room C, Room 533)

10:45 AM - 11:45 AM Meeting with Fed. Gov. Tarullo -- FedGo to the Visitor Registration Center on 20th Street, between C Street and Constitution Avenue. Jane Vergel will arrange for an escort to meet YOU there & take YOU to the Governors' Reception area.

11:45 AM - 1:00 PM EW Call Time

1:00 PM - 2:15 PM Lunch/EW Time

2:15 PM - 2:30 PM Meeting with Wally and Sharon -- EW's office

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2:30 PM - 3:00 PM Call with Craig Newmark

3:00 PM - 3:30 PM Meeting with SAVEMatthew SegalJarrett MorenoJessica CherryJames Grant

3:30 PM - 4:00 PM Web / Engagement Meeting -- 1801 L St (room 550)[Please let me know if this location change is a problem – hopefully most of you will be in 1801 L anyways by next Tuesday]

4:00 PM - 4:45 PM Call with David Nelms (Discover)Contact: Elfriede

Our Staff: Raj Date

Their Staff: possibly their chief counsel (Kelly McNamara Cordy)

5:00 PM - 5:45 PM

5:45 PM - 6:30 PM Interview with David Corn

7:15 PM - 8:30 PM Dinner with Mitch Kapor -- Smith & WollenskyReservation under Warren


9:00 AM - 9:30 AM Staffing Resources -- 1801 L St (room 550)

11:00 AM - 12:00 PM Principals Meeting - Foreclosure Issues (Event Coordinator = Michael Barr) -- HUD - 451 7th St., SW - 10th Floor, Departmental Conference Room When: Wednesday, October 20, 2010 11:00 AM‐12:00 PM (GMT‐05:00) Eastern Time (US & Canada).Where: HUD ‐ 451 7th St., SW ‐ 10th Floor, Departmental Conference Room


*~*~*~*~*~*~*~*~*~*

TFGBarr Warren

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12:00 PM - 1:30 PM Lunch/travel

1:30 PM - 2:30 PM Meeting with Business Forward -- 1717 Rhode Island AveStaff: Raj and Zixta

3:00 PM - 3:30 PM Call with Senator Udall

3:30 PM - 4:00 PM Bank Supervision -- 1801 L St (Conference Room A/503)

4:00 PM - 4:30 PM EW Call Time4pm – Call with Prof. Zittrain

4:15pm – Call with Prof. Palfrey

4:30 PM - 5:00 PM Tech Meeting (take 2) -- 1801 L St (room 550)

5:00 PM - 6:00 PM Vogue Profile Interview

6:00 PM - 7:15 PM AFR Reception -- Public Citizen (1600 20th St NW)

7:30 PM - 9:30 PM Senior Women Dinner -- Kellari Taverna (1700 K Street NW - RSVP under Branch)The list of Senior Women and their Executives are as:

Valerie JarrettAnita DunnMona SutphenCarol BrownerLisa BrownNancy SutleySusan SherAlyssa MastromonacoNancy‐Ann DeParleMelody BarnesStephanie Cutter Jen PsakiTina TchenCecilia Munoz


8:30 AM - 9:00 AM Legal Issues -- 1801 L St (room 550)



9:00 AM - 9:30 AM Meeting with Lucy Morris -- 1801 L St (550)

10:00 AM - 10:30 AM Telemundo -- 400 North Capitol St.

11:00 AM - 12:00 PM DO NOT REMOVE - EW Berkeley Speech Work Time

12:30 PM - 1:30 PM Lunch with Valerie Jarrett -- WH Mess

2:00 PM - 3:00 PM DO NOT REMOVE - EW Berkeley Speech Work Time

3:30 PM - 4:00 PM CFPB Transfer Process -- 1801 L St (Conference Room A/503)

4:15 PM - 4:45 PM Meeting with Susan Sher, Jocelyn Frye, and Trooper Sanders (FLOTUS) -- East Wing (second floor), room 200Staff: Leandra English, Nick Smyth

Contact: Stephanie Lee

5:00 PM - 5:30 PM Call with FTC Chairman LeibowitzContact: Emily Anderson

5:30 PM - 6:00 PM Meeting with Elizabeth Warren, Kim Wallace, and Charles Yi -- 3134MTPurpose: to discuss strategies for Hill Outreach

6:00 PM - 6:30 PM Photo for American Banker (w/ Rick Reinhard) -- 2316MT

7:00 PM - 11:00 PM


8:30 AM - 9:00 AM Rulemaking -- 1801 L St (rm 550)

9:00 AM - 11:00 AM EW Hiring Interviews -- 1801 L St(b) (6)

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11:00 AM - 11:30 AM Beat Reporters - TourMaya Jackson‐Randall (Dow Jones)Dan Wagner (AP) Ian Katz (Bloomberg) David Clarke (Reuters) Brady Dennis (WaPo) ‐ possiblyJoe Adler (American Banker) Ed Wyatt (NYT) Tom Braithwaite (FT) Jim Puzzanghera (LA Times)

12:00 PM - 1:45 PM Tech Lunch -- Conference Room 503

2:00 PM - 3:00 PM Foreign Press Briefing -- National Press Club (14th and F NW)The Washington Foreign Press Center is located on the 8th floor of the National Press Club Bldg. at the corner of 14th and F Streets NW. YOU will be escorted into the director’s office where someone will go over the list of journalists in the audience. When the principals are ready, YOU will go into the briefing room.

This will be a podium‐style briefing. This briefing will be recorded and made available to Reuters, APTN etc.

YOU and Mr. Restrepo will be introduced. Mr. Restrepo will speak first, giving a broad perspective, and then YOU will dive into more detail on CFPB and specifically on remittances.

3:30 PM - 3:45 PM Call with Elizabeth Warren and

4:00 PM - 4:30 PM Call with Fred Becker (NAFCU) -- 1801 L St.

4:45 PM - 5:15 PM Meeting with Austan Goolsbee -- EEOB 484Contact: Meryl Holt

6:00 PM - 6:30 PM Meeting with Dan


9:00 AM - 10:00 AM Meeting with Mike Lux -- 550

10:00 AM - 10:30 AM EW Call Time10‐10:10 am – Off the record call with HuffPo Fred Shulte

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October 25, 2010 Continued Monday

10:30 AM - 11:00 AM Enforcement Meeting -- 1801 L (Conference Room 503)

11:15 AM - 12:00 PM SECURITY (e-QIP) -- 1801 L St. (room 550)Contact: Alexandra

12:00 PM - 1:00 PM Lunch

1:00 PM - 1:30 PM Interview with Jim Puzzanghera (LA Times) -- 550

1:30 PM - 2:00 PM Blogger Call

2:00 PM - 2:30 PM Dow Jones Video Interview

2:30 PM - 2:45 PM Meeting to Discuss Invites / Academic Symposium -- 550

3:00 PM - 3:45 PM Meeting with Steve Bartlett -- 1001 Pennsylvania Ave (enter on Pennsylvania, go to 5th floor - left bank of elevators)POC: Cindy Nettles

TAXI to 1001 Pennsylvania Ave;

4:30 PM - 5:00 PM Interview with

5:00 PM - 5:30 PM Meeting to Discuss Hiring -- 550

5:30 PM - 6:30 PM DO NOT REMOVE - EW Berkeley Speech Work Time

6:30 PM - 7:00 PM Foreclosure Meeting -- 550

7:30 PM - 9:30 PM Dinner with -- Bombay Club


All Day

8:30 AM - 9:00 AM Meeting with Joe Nocera (NYT)

9:00 AM - 9:30 AM Meeting with David Brancaccio -- 2316MTWants to talk about new marketplace beat on financial reform

Not responsive to

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9:30 AM - 9:45 AM Tech Follow-up -- 2316MT

9:45 AM - 10:15 AM Interview with Bill Swindell and Jim Tankersley (National Journal) -- 2316MTPHOTO WILL BE TAKEN

10:30 AM - 10:45 AM

11:00 AM - 11:45 AM Youth -- EEOBStaff: Leandra

12:00 PM - 1:00 PM Lunch with Valarie Jarrett -- WH Mess

1:15 PM - 1:45 PM Ethics Meeting with Elizabeth Warren -- 2316MT

2:00 PM - 2:30 PM Meeting with Camden Fine (ICBA) -- 2316MTContact: Grace Bauer

ICBA Staff: Karen Thomas, VP of Govt Relations and Public Policy

3:00 PM - 3:30 PM Meeting with FDIC Employees -- FDICStaff: Elizabeth Glaser, Dennis Slagter

4:00 PM - 4:30 PM Meeting with Tim Ryan (SIFMA) -- 2316MTContact: Meg Jennings

Their Staff: Richard Dorfman (managing director of SIFMA Securitization Group)

4:30 PM - 4:45 PM Call with Bob Kuttner

5:00 PM - 5:30 PM Call with Mallory Duncan

6:00 PM - 6:30 PM Conference Call with College Newspapers

7:00 PM - 8:30 PM


12:00 AM - 12:00 AM EW in Berkeley

All Day

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All Day RON: City Club -- 2315 Durant Ave, Berkeley

8:00 AM - 9:00 AM HOLD: EW to Airport

9:00 AM - 11:50 AM Depart from IAD to Berkeley via United Flight 425

1:00 PM - 2:15 PM Consumer Roundtable -- Plaza Adelante, 2301 Mission Street (at 19th Street), Suite 304

3:00 PM - 4:00 PM Meeting with John Stumpf (Wells Fargo) -- Wells Fargo, 420 Montgomery St., San Francisco, CA 94104Contact: Jocelyn

Jocelyn will have someone meet YOU in the lobby to escort her to the executive floor.

4:15 PM - 5:30 PM California Independent Bankers/Western Bankers Meeting -- 601 Montgomery Street, Suite 1200Contact: Nancy Sheppard


12:00 AM - 12:00 AM EW in BerkeleyPlease See Above

8:30 AM - 10:00 AM EW Call Time [PDT]9:30pm – Call with Josh Rosner

10:00 AM - 11:30 AM Google Site Visit -- 1600 Amphitheatre Parkway, Mountain View

11:30 AM - 12:00 PM Blogger/Media Call @ Google

12:00 PM - 1:00 PM EW Call Time [PDT]

1:00 PM - 1:30 PM Tech Roundtable -- 543 Howard Street, Suite 500; San FranciscoContact: Mitch Kapor

2:15 PM - 2:45 PM Call with Senator Snowe

2:45 PM - 3:45 PM Chris Edley/Berkeley Professor Roundtable -- Dean’s Conference Room, 215, Boalt Hall, BerkeleyContact: Marilyn Byrne

4:00 PM - 4:30 PM Student Meet and Greet -- Room 244, Boalt HallContact: Lynne Hollander

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5:45 PM - 7:30 PM Dinner -- Bancroft Hotel, 2680 Bancroft Way, BerkeleyContact: Lynne Hollander

8:00 PM - 9:00 PM Mario Savio Lecture -- Pauley Ballroom, MLK Jr. Student Center, UC Berkeley


12:00 AM - 12:00 AM EW in LA

8:00 AM - 8:45 AM Breakfast with Markos Moulitsas and Susan Gardner (Daily Kos) -- La Note, 2377 Shattuck Ave, Berkeley

9:00 AM - 9:30 AM Call with Greg Abbott (TX AG) [PACIFIC TIME]General Abbott will have a couple people listening in (most likely his first Asst. AG, Daniel Hodge, as well as Bill Cobb, who is dealing with this mortgage foreclosure issues, Deputy Attorney for Civil Litigation) – CONFERENCE CALL

10:00 AM - 11:15 AM Depart from Oakland to LAX via Southwest Flight 361


All Day EW in LAPlease See Above

October 31, 2010 Sunday

All Day EW in LAPlease See Above

November 01, 2010 Monday

12:00 AM - 12:00 AM EW in LAPlease See Above

9:45 AM - 5:35 PM Depart from LAX to IAD via AA Flight 76

November 02, 2010 Tuesday

All Day Election Day

All Day Not responsive to


November 02, 2010 Continued Tuesday

9:00 AM - 9:30 AM Meeting w/ Elizabeth Vale and Elizabeth Warren -- 550


10:45 AM - 11:30 AM Prep for "Mission Planning Meeting" -- 550

12:00 PM - 1:15 PM Lunch with

1:15 PM - 1:45 PM Travel

1:45 PM - 1:55 PM Invites -- 550

2:00 PM - 2:30 PM EW Time

2:30 PM - 3:00 PM Meeting with Ruth Porat (Executive VP, CFO of Morgan Stanley) -- 550

3:00 PM - 3:30 PM Call with Ed DeMarco (FHFA)

3:30 PM - 3:50 PM Call with Ed Yingling (President of ABA)

3:50 PM - 4:00 PM Bank Supervision Meeting -- Full Disclosure Conference Room (503)

4:00 PM - 4:30 PM

4:30 PM - 4:40 PM

5:00 PM - 5:15 PM Meeting with Michael Barr -- Barr's Office

5:30 PM - 6:00 PM Meeting with Bob Bauer -- West Wing, 2nd Floor (next to the elevator and Valerie's office)

6:00 PM - 6:30 PM Call with Preeta Bansal

6:45 PM - 8:15 PM

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september 20, 2010 monday...warren, elizabeth (cfpb) 2 11/16/2010 4:05 pm september 20, 2010...

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