BMO Harris Bank (formerly Marshall & Ilsley Corporation)

Registered Principal Details

Business Or Interest:
Banking and Data Services.

Lobbying Interests:
Banking and related financial matters.

CEO Name:
Mark Furlong
Assistant Vice President

Contact
KM
Karen Morrisey
BMO Financial Group, 111 W. Monroe St. 8C
Chicago, IL 60603
(312) 461-6677
karen.morrissey@bmo.com

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Sarah Wochos Exclusive Duties N/A Authorized On 12/28/2016 Withdrawn On 5/9/2017
Jordan Lamb Exclusive Duties N/A Authorized On 12/28/2016 Withdrawn On N/A
Rebecca Novak Exclusive Duties N/A Authorized On 1/10/2018 Withdrawn On N/A

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 822
Assembly Bill 822
Relating to: confidentiality of financial institution information maintained by the Department of Financial Institutions; periodic examinations of financial institutions; savings bank loan limitations; interest on residential mortgage loan escrow accounts;...

Bill Text and History

2017 Wisconsin Act 340

For
Notification Date
1/17/2018
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Senate Bill 686
Senate Bill 686
Relating to: confidentiality of financial institution information maintained by the Department of Financial Institutions; periodic examinations of financial institutions; savings bank loan limitations; interest on residential mortgage loan escrow accounts;...

Bill Text and History

For
Notification Date
1/17/2018
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Budget Bill Subjects

Financial Institutions
Biennial budget bill treatment of matter relating to
Financial Institutions

Notification Date
3/13/2017
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

General Provisions
Biennial budget bill treatment of matter relating to
General Provisions

Notification Date
3/13/2017
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Topics Not Yet Assigned A Bill Or Rule Number

2019-21 State Budget Bill
Development, drafting or introduction of a proposal relating to
2019-21 State Budget Bill

Action Intended To Affect
Both Legislative matter and rule

Notification Date
5/10/2018
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Taxation of banks and certain loans
Development, drafting or introduction of a proposal relating to
Taxation of banks and certain loans

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/17/2018
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

2017-19 State Budget Bill
Development, drafting or introduction of a proposal relating to
2017-19 State Budget Bill

Action Intended To Affect
Both Legislative matter and rule

Notification Date
12/28/2016
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Total Lobbying Effort

  2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
Total Lobbying Expenditures 2017
January - June
$4,650.75
2017
July - December
$2,415.00
2018
January - June
$6,254.25
2018
July - December
$2,100.00
Total $15,420.00
Total Hours Communicating 2017
January - June
6.50
2017
July - December
0.00
2018
January - June
7.15
2018
July - December
0.00
Total 13.65
Total Hours Other 2017
January - June
14.90
2017
July - December
8.05
2018
January - June
21.60
2018
July - December
7.00
Total 51.55

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

Relating to: confidentiality of financial institution information maintained by the Department of Financial Institutions; periodic examinations of financial institutions; savings bank loan limitations; interest on residential mortgage loan escrow accounts; capital of state banks; security provided by public depositories; insurance company liquidation proceedings; and modifying an administrative rule of the Department of Workforce Development related to an exemption from overtime pay requirements for outside salespersons.
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
2017
July - December
2018
January - June
10 %
2018
July - December
Total 5 %
Relating to: confidentiality of financial institution information maintained by the Department of Financial Institutions; periodic examinations of financial institutions; savings bank loan limitations; interest on residential mortgage loan escrow accounts; capital of state banks; security provided by public depositories; insurance company liquidation proceedings; and modifying an administrative rule of the Department of Workforce Development related to an exemption from overtime pay requirements for outside salespersons.
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
2017
July - December
2018
January - June
10 %
2018
July - December
Total 5 %

Budget Bill Subjects

2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
50 %
2017
July - December
20 %
2018
January - June
2018
July - December
Total 20 %
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
50 %
2017
July - December
80 %
2018
January - June
2018
July - December
Total 26 %

Administrative Rulemaking Proceedings

No administrative rulemaking proceedings found.

Topics Not Yet Assigned A Bill Or Rule Number

2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
2017
July - December
2018
January - June
40 %
2018
July - December
100 %
Total 28 %
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
2017
July - December
2018
January - June
40 %
2018
July - December
Total 18 %

Minor Efforts

No minor efforts found.

Other Matters

No other matters found.

Filed Statements of Lobbying Activity and Expenditures