Robert W Baird and Company Inc

Registered Principal Details

Business Or Interest:
Wealth management, capital markets asset management and private equity.

Lobbying Interests:
Economic development, financial institutions, and securities

CEO Name:
Paul E. Purcell
Compliance Officer

Contact
EW
Erica Willems
777 E Wisconsin Ave, 18th Flr
Milwaukee, WI 53202
(414) 765-3694
(414) 298-1745
ewillems@rwbaird.com
www.rwbaird.com

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 426
Assembly Bill 426
Relating to: authorizing the designation of a tax incremental district as distressed and expanding the use of donor tax incremental districts.

Bill Text and History

For
Notification Date
10/2/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 509
Assembly Bill 509
Relating to: exempting certain capital expenditures made by a technical college district from the requirement for a referendum.

Bill Text and History

For
Notification Date
11/3/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 605
Assembly Bill 605
Relating to: authorizing two or more cities, villages, towns, or counties, or a combination of such political subdivisions, to create a commission to issue conduit revenue bonds and exercise eminent domain authority and exempting from taxation interest on ...

Bill Text and History

None
Notification Date
3/17/2010
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 639
Assembly Bill 639
Relating to: creating a nonrefundable individual income tax credit for certain amounts relating to health savings accounts that may be deducted from, or are exempt from, federal income taxes.

Bill Text and History

For
Notification Date
1/15/2010
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 291
Senate Bill 291
Relating to: authorizing the designation of a tax incremental district as distressed and expanding the use of donor tax incremental districts.

Bill Text and History

2009 Wisconsin Act 310

For
Notification Date
10/2/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 378
Senate Bill 378
Relating to: exempting certain capital expenditures made by a technical college district from the requirement for a referendum.

Bill Text and History

For
Notification Date
11/3/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 399
Senate Bill 399
Relating to: authorizing two or more cities, villages, towns, or counties, or a combination of such political subdivisions, to create a commission to issue conduit revenue bonds and exercise eminent domain authority and exempting from taxation interest on ...

Bill Text and History

2009 Wisconsin Act 205

None
Notification Date
3/17/2010
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 425
Senate Bill 425
Relating to: creating a nonrefundable individual income tax credit for certain amounts relating to health savings accounts that may be deducted from, or are exempt from, federal income taxes.

Bill Text and History

For
Notification Date
1/15/2010
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Budget Bill Subjects

Shared Revenue and Property Tax Relief: Property Taxation
Biennial budget bill treatment of matter relating to
Shared Revenue and Property Tax Relief: Property Taxation

Notification Date
1/21/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Topics Not Yet Assigned A Bill Or Rule Number

Issues related to the Board of Commissioners of Public Lands
Development, drafting or introduction of a proposal relating to
Issues related to the Board of Commissioners of Public Lands

Action Intended To Affect
Both Legislative Matter and Rule

Notification Date
3/6/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Issues related to state and local funding for public schools
Development, drafting or introduction of a proposal relating to
Issues related to state and local funding for public schools

Action Intended To Affect
Legislative Matter

Notification Date
1/21/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Issues related to state and local funding for the Wisconsin Technical College System
Development, drafting or introduction of a proposal relating to
Issues related to state and local funding for the Wisconsin Technical College System

Action Intended To Affect
Legislative Matter

Notification Date
1/21/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

529 college tuition programs
Development, drafting or introduction of a proposal relating to
529 college tuition programs

Action Intended To Affect
Both Legislative Matter and Rule

Notification Date
1/1/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

constitutional amendment to control government spending
Development, drafting or introduction of a proposal relating to
constitutional amendment to control government spending

Action Intended To Affect
Legislative Matter

Notification Date
1/1/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Issues related to Federal Impact Aid for School Districts
Development, drafting or introduction of a proposal relating to
Issues related to Federal Impact Aid for School Districts

Action Intended To Affect
Both Legislative Matter and Rule

Notification Date
1/1/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Issues related to the issuance of bonds or other obligations by the state or local governments
Development, drafting or introduction of a proposal relating to
Issues related to the issuance of bonds or other obligations by the state or local governments

Action Intended To Affect
Both Legislative Matter and Rule

Notification Date
1/1/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

legislation related to property tax controls
Development, drafting or introduction of a proposal relating to
legislation related to property tax controls

Action Intended To Affect
Legislative Matter

Notification Date
1/1/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

legislation related to tax incremental financing
Development, drafting or introduction of a proposal relating to
legislation related to tax incremental financing

Action Intended To Affect
Legislative Matter

Notification Date
1/1/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Matters related to interest rate exchange agreements
Development, drafting or introduction of a proposal relating to
Matters related to interest rate exchange agreements

Action Intended To Affect
Both Legislative Matter and Rule

Notification Date
1/1/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

property tax controls
Development, drafting or introduction of a proposal relating to
property tax controls

Action Intended To Affect
Both Legislative Matter and Rule

Notification Date
1/1/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

tax incremental financing
Development, drafting or introduction of a proposal relating to
tax incremental financing

Action Intended To Affect
Both Legislative Matter and Rule

Notification Date
1/1/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

the investment of funds held in trust to provide post-employment benefits.
Development, drafting or introduction of a proposal relating to
the investment of funds held in trust to provide post-employment benefits.

Action Intended To Affect
Legislative Matter

Notification Date
1/1/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

the investment of funds held in trust to provide post-employment benefits.
Development, drafting or introduction of a proposal relating to
the investment of funds held in trust to provide post-employment benefits.

Action Intended To Affect
Both Legislative Matter and Rule

Notification Date
1/1/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Total Lobbying Effort

  2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
Total Lobbying Expenditures 2009
January - June
$21,467.32
2009
July - December
$21,184.83
2010
January - June
$21,285.59
2010
July - December
$21,075.25
Total $85,012.99
Total Hours Communicating 2009
January - June
24.50
2009
July - December
27.00
2010
January - June
13.75
2010
July - December
4.75
Total 70.00
Total Hours Other 2009
January - June
82.75
2009
July - December
105.00
2010
January - June
65.50
2010
July - December
34.50
Total 287.75

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

Relating to: authorizing the designation of a tax incremental district as distressed and expanding the use of donor tax incremental districts.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
10%
2010
January - June
25%
2010
July - December
Total 9%
Relating to: exempting certain capital expenditures made by a technical college district from the requirement for a referendum.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
50%
2010
January - June
2010
July - December
Total 18%
Relating to: creating a nonrefundable individual income tax credit for certain amounts relating to health savings accounts that may be deducted from, or are exempt from, federal income taxes.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
2010
January - June
5%
2010
July - December
Total 1%
Relating to: creating a nonrefundable individual income tax credit for certain amounts relating to health savings accounts that may be deducted from, or are exempt from, federal income taxes.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
2010
January - June
5%
2010
July - December
Total 1%
Relating to: authorizing two or more cities, villages, towns, or counties, or a combination of such political subdivisions, to create a commission to issue conduit revenue bonds and exercise eminent domain authority and exempting from taxation interest on such bonds.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
2010
January - June
15%
2010
July - December
Total 3%
Relating to: authorizing two or more cities, villages, towns, or counties, or a combination of such political subdivisions, to create a commission to issue conduit revenue bonds and exercise eminent domain authority and exempting from taxation interest on such bonds.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
2010
January - June
15%
2010
July - December
Total 3%
Relating to: authorizing the designation of a tax incremental district as distressed and expanding the use of donor tax incremental districts.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
2010
January - June
25%
2010
July - December
Total 6%

Budget Bill Subjects

2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
15%
2009
July - December
2010
January - June
2010
July - December
Total 4%

Administrative Rulemaking Proceedings

No administrative rulemaking proceedings found.

Topics Not Yet Assigned A Bill Or Rule Number

2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
15%
2009
July - December
2010
January - June
2010
July - December
Total 4%
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
60%
2009
July - December
2010
January - June
2010
July - December
Total 18%
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
10%
2010
January - June
2010
July - December
Total 4%
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
2010
January - June
2010
July - December
33%
Total 4%
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
2010
January - June
2010
July - December
33%
Total 4%

Minor Efforts

No minor efforts found.

Other Matters

Includes time spent on:

  • Gubernatorial nominations
  • Matters on which the organization made no lobbying communication

Other Matters
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
10%
2009
July - December
30%
2010
January - June
10%
2010
July - December
34%
Total 20%

Filed Statements of Lobbying Activity and Expenditures