Wisconsin Bankers Association

Registered Principal Details

Business Or Interest:
Wisconsin's state and nationally chartered commercial banks.

Lobbying Interests:
The Wisconsin Bankers Association represents the interests of Wisconsin banks and their customers on government relations matters involving banking, agricultural, economic development, environmental, taxation, real estate, consumer, insurance, and other financially related issues.

CEO Name:
Rose Oswald Poels

Contact
LC
Lorenzo Cruz
4721 S. Biltmore Lane
Madison, WI 53718
(608) 441-1206
lcruz@wisbank.com
http://www.wisbank.com

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 2
Assembly Bill 2
Relating to: eliminating the personal property tax. (FE)

Bill Text and History

For
Notification Date
4/28/2023
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 109
Assembly Bill 109
Relating to: requiring one-half credit of personal financial literacy for high school graduation. (FE)

Bill Text and History

For
Notification Date
3/15/2023
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 121
Assembly Bill 121
Relating to: requiring the Department of Financial Institutions to implement a section 529A ABLE savings account program and granting rule-making authority. (FE)

Bill Text and History

For
Notification Date
4/11/2023
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 2
Senate Bill 2
Relating to: eliminating the personal property tax. (FE)

Bill Text and History

For
Notification Date
4/28/2023
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 115
Senate Bill 115
Relating to: requiring one-half credit of personal financial literacy for high school graduation. (FE)

Bill Text and History

For
Notification Date
3/10/2023
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 122
Senate Bill 122
Relating to: requiring the Department of Financial Institutions to implement a section 529A ABLE savings account program and granting rule-making authority. (FE)

Bill Text and History

For
Notification Date
3/27/2023
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

Administration: Departmentwide
Biennial budget bill treatment of matter relating to
Administration: Departmentwide

Notification Date
2/22/2023
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.

Agriculture, Trade, and Consumer Protection: Agricultural Resource Management
Biennial budget bill treatment of matter relating to
Agriculture, Trade, and Consumer Protection: Agricultural Resource Management

Notification Date
2/22/2023
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.

Agriculture, Trade, and Consumer Protection: Food Safety and Consumer Protection
Biennial budget bill treatment of matter relating to
Agriculture, Trade, and Consumer Protection: Food Safety and Consumer Protection

Notification Date
2/22/2023
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.

Board of Commissioners of Public Lands
Biennial budget bill treatment of matter relating to
Board of Commissioners of Public Lands

Notification Date
2/22/2023
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.

Financial Institutions: College Tuition and Expenses and College Savings Programs
Biennial budget bill treatment of matter relating to
Financial Institutions: College Tuition and Expenses and College Savings Programs

Notification Date
2/23/2023
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.

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

Notification Date
2/22/2023
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.

Financial Institutions: Supervisions of Financial Institutions, Securities Regulation and Other Functions
Biennial budget bill treatment of matter relating to
Financial Institutions: Supervisions of Financial Institutions, Securities Regulation and Other Functions

Notification Date
2/22/2023
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.

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

Notification Date
2/22/2023
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.

Governor
Biennial budget bill treatment of matter relating to
Governor

Notification Date
2/22/2023
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.

Housing and Development Authority: Development Loan Guarantees
Biennial budget bill treatment of matter relating to
Housing and Development Authority: Development Loan Guarantees

Notification Date
2/22/2023
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.

Housing and Development Authority: Homeownership Mortgage Assistance
Biennial budget bill treatment of matter relating to
Housing and Development Authority: Homeownership Mortgage Assistance

Notification Date
2/22/2023
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.

Justice
Biennial budget bill treatment of matter relating to
Justice

Notification Date
2/23/2023
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.

Legislature
Biennial budget bill treatment of matter relating to
Legislature

Notification Date
2/22/2023
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.

Miscellaneous Appropriations
Biennial budget bill treatment of matter relating to
Miscellaneous Appropriations

Notification Date
2/22/2023
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.

Revenue: Collection of Taxes
Biennial budget bill treatment of matter relating to
Revenue: Collection of Taxes

Notification Date
2/22/2023
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.

Revenue: Departmentwide
Biennial budget bill treatment of matter relating to
Revenue: Departmentwide

Notification Date
2/22/2023
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.

Revenue: State and Local Finance
Biennial budget bill treatment of matter relating to
Revenue: State and Local Finance

Notification Date
2/22/2023
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.

Revenue: Unclaimed Property Program
Biennial budget bill treatment of matter relating to
Revenue: Unclaimed Property Program

Notification Date
2/22/2023
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.

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

Notification Date
2/22/2023
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.

State Treasurer
Biennial budget bill treatment of matter relating to
State Treasurer

Notification Date
2/22/2023
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.

University of Wisconsin System
Biennial budget bill treatment of matter relating to
University of Wisconsin System

Notification Date
2/22/2023
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.

Wisconsin Economic Development Corporation
Biennial budget bill treatment of matter relating to
Wisconsin Economic Development Corporation

Notification Date
2/22/2023
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.

Workforce Development: Departmentwide
Biennial budget bill treatment of matter relating to
Workforce Development: Departmentwide

Notification Date
2/22/2023
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.

Workforce Development: Workforce Development
Biennial budget bill treatment of matter relating to
Workforce Development: Workforce Development

Notification Date
2/22/2023
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.

Administrative Rulemaking Proceedings

Authorizing the use of mobile and intermittent branches by state banks, eliminating obsolete provisions, correcting cross-references, eliminating rules that conflict with statutes, correcting errors, modifying the structure of existing rules in nonsubstant...
Agency Name
Department of Financial Institutions (DFI)
Subject
Authorizing the use of mobile and intermittent branches by state banks, eliminating obsolete provisions, correcting cross-references, eliminating rules that conflict with statutes, correcting errors, modifying the structure of existing rules in nonsubstant...
Scope Statement
SS 082_22
For
Notification Date
9/7/2023
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.

Income, franchise, and corporate income tax exemption for income derived from commercial loans
Agency Name
Department of Revenue (Tax)
Subject
Income, franchise, and corporate income tax exemption for income derived from commercial loans
Scope Statement
SS 068_23
Other
Notification Date
9/26/2023
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

Artificial Intelligence
Development, drafting or introduction of a proposal relating to
Artificial Intelligence

Action Intended To Affect
Both Legislative matter and rule

Notification Date
9/14/2023
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.

Central Digital Bank Currency
Development, drafting or introduction of a proposal relating to
Central Digital Bank Currency

Action Intended To Affect
Both Legislative matter and rule

Notification Date
9/14/2023
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.

Payday Lending
Development, drafting or introduction of a proposal relating to
Payday Lending

Action Intended To Affect
Both Legislative matter and rule

Notification Date
9/14/2023
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.

Merchant Category Codes
Development, drafting or introduction of a proposal relating to
Merchant Category Codes

Action Intended To Affect
Both Legislative matter and rule

Notification Date
9/14/2023
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.

Foreclosure
Development, drafting or introduction of a proposal relating to
Foreclosure

Action Intended To Affect
Both Legislative matter and rule

Notification Date
8/3/2023
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.

ABLE
Development, drafting or introduction of a proposal relating to
ABLE

Action Intended To Affect
Both Legislative matter and rule

Notification Date
2/27/2023
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.

Co-sponsorship of LRB 1750/1 and LRB 2055/1 relating to: requiring one-half credit of personal financial literacy for high school graduation.
Development, drafting or introduction of a proposal relating to
Co-sponsorship of LRB 1750/1 and LRB 2055/1 relating to: requiring one-half credit of personal financial literacy for high school graduation.

Action Intended To Affect
Both Legislative matter and rule

Notification Date
2/14/2023
First Communication Date
2/13/2023
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has communicated on this matter.

Sales Tax Rebate
Development, drafting or introduction of a proposal relating to
Sales Tax Rebate

Action Intended To Affect
Both Legislative matter and rule

Notification Date
2/8/2023
First Communication Date
1/26/2023
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has communicated on this matter.

Personal Property Tax
Development, drafting or introduction of a proposal relating to
Personal Property Tax

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/16/2023
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.

Fair Access
Development, drafting or introduction of a proposal relating to
Fair Access

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/9/2023
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.

Credit unions - Authorized incidental powers activities, pursuant to s. 186.118, Stats.
Development, drafting or introduction of a proposal relating to
Credit unions - Authorized incidental powers activities, pursuant to s. 186.118, Stats.

Action Intended To Affect
Rule (by a state agency)

Notification Date
1/9/2023
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.

Credit unions - Authorized incidental powers activities, pursuant to s. 186.118, Stats.
Development, drafting or introduction of a proposal relating to
Credit unions - Authorized incidental powers activities, pursuant to s. 186.118, Stats.

Action Intended To Affect
Rule (by a state agency)

Notification Date
1/9/2023
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.

Credit unions - Authorized incidental powers activities, pursuant to s. 186.118, Stats.
Development, drafting or introduction of a proposal relating to
Credit unions - Authorized incidental powers activities, pursuant to s. 186.118, Stats.

Action Intended To Affect
Rule (by a state agency)

Notification Date
1/9/2023
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.

Credit unions - Authorized incidental powers activities, pursuant to s. 186.118, Stats.
Development, drafting or introduction of a proposal relating to
Credit unions - Authorized incidental powers activities, pursuant to s. 186.118, Stats.

Action Intended To Affect
Rule (by a state agency)

Notification Date
1/9/2023
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.

Credit unions - Authorized incidental powers activities, pursuant to s. 186.118, Stats.
Development, drafting or introduction of a proposal relating to
Credit unions - Authorized incidental powers activities, pursuant to s. 186.118, Stats.

Action Intended To Affect
Rule (by a state agency)

Notification Date
1/9/2023
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.

Authorized incidental powers activities - Credit Unions
Development, drafting or introduction of a proposal relating to
Authorized incidental powers activities - Credit Unions

Action Intended To Affect
Rule (by a state agency)

Notification Date
1/9/2023
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.

Authorized incidental powers activities - Credit Unions
Development, drafting or introduction of a proposal relating to
Authorized incidental powers activities - Credit Unions

Action Intended To Affect
Rule (by a state agency)

Notification Date
1/9/2023
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.

Social credit score/ESG metric discrimination
Development, drafting or introduction of a proposal relating to
Social credit score/ESG metric discrimination

Action Intended To Affect
Legislative matter

Notification Date
1/9/2023
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.

LRB-4835/1, relating to: consumer data protection and providing a penalty
Development, drafting or introduction of a proposal relating to
LRB-4835/1, relating to: consumer data protection and providing a penalty

Action Intended To Affect
Legislative matter

Notification Date
1/9/2023
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.

Financial institution reporting of customer account data to the IRS
Development, drafting or introduction of a proposal relating to
Financial institution reporting of customer account data to the IRS

Action Intended To Affect
Legislative matter

Notification Date
1/9/2023
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.

LRB-4658/1 and LRB-4736/1 - financial institutions regulatory updates
Development, drafting or introduction of a proposal relating to
LRB-4658/1 and LRB-4736/1 - financial institutions regulatory updates

Action Intended To Affect
Legislative matter

Notification Date
1/9/2023
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.

Adoption of revisions to the state's uniform limited partnership law, the state's limited liability company law, and modifications to the state's uniform partnership law.
Development, drafting or introduction of a proposal relating to
Adoption of revisions to the state's uniform limited partnership law, the state's limited liability company law, and modifications to the state's uniform partnership law.

Action Intended To Affect
Legislative matter

Notification Date
1/9/2023
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.

LRB-2991,relating to: relating to authorized activities and operations of credit unions, automated teller machines of financial institutions, and repealing rules promulgated by the Department of Financial Institutions, and providing an
Development, drafting or introduction of a proposal relating to
LRB-2991,relating to: relating to authorized activities and operations of credit unions, automated teller machines of financial institutions, and repealing rules promulgated by the Department of Financial Institutions, and providing an

Action Intended To Affect
Legislative matter

Notification Date
1/9/2023
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.

Credit card fees
Development, drafting or introduction of a proposal relating to
Credit card fees

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/9/2023
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.

CDFI Tax Credit
Development, drafting or introduction of a proposal relating to
CDFI Tax Credit

Action Intended To Affect
Legislative matter

Notification Date
1/9/2023
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.

Student lending/debt
Development, drafting or introduction of a proposal relating to
Student lending/debt

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/9/2023
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.

Wisconsin corporation statutes
Development, drafting or introduction of a proposal relating to
Wisconsin corporation statutes

Action Intended To Affect
Legislative matter

Notification Date
1/9/2023
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.

Housing and housing finance
Development, drafting or introduction of a proposal relating to
Housing and housing finance

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/9/2023
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.

Wisconsin Trust Code
Development, drafting or introduction of a proposal relating to
Wisconsin Trust Code

Action Intended To Affect
Legislative matter

Notification Date
1/9/2023
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.

Agricultural Banking
Development, drafting or introduction of a proposal relating to
Agricultural Banking

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/9/2023
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.

Credit Unions
Development, drafting or introduction of a proposal relating to
Credit Unions

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/9/2023
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.

Municipal Banking
Development, drafting or introduction of a proposal relating to
Municipal Banking

Action Intended To Affect
Legislative matter

Notification Date
1/9/2023
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 Banking Regulation
Development, drafting or introduction of a proposal relating to
General Banking Regulation

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/9/2023
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.

Data Privacy/Cyber Security
Development, drafting or introduction of a proposal relating to
Data Privacy/Cyber Security

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/9/2023
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.

COVID Liability
Development, drafting or introduction of a proposal relating to
COVID Liability

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/9/2023
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.

Data Privacy/Cyber Security
Development, drafting or introduction of a proposal relating to
Data Privacy/Cyber Security

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/9/2023
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.

Elder Financial Abuse
Development, drafting or introduction of a proposal relating to
Elder Financial Abuse

Action Intended To Affect
Legislative matter

Notification Date
1/9/2023
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.

Centralized Agricultural Lien Filing System
Development, drafting or introduction of a proposal relating to
Centralized Agricultural Lien Filing System

Action Intended To Affect
Legislative matter

Notification Date
1/9/2023
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.

Development, drafting or introduction of proposals related to taxation.
Development, drafting or introduction of a proposal relating to
Development, drafting or introduction of proposals related to taxation.

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/9/2023
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.

Development, drafting or introduction of proposals related to financial institutions and banking regulation.
Development, drafting or introduction of a proposal relating to
Development, drafting or introduction of proposals related to financial institutions and banking regulation.

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/9/2023
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.

Development, drafting or introduction of proposals related to the State Budget Bill.
Development, drafting or introduction of a proposal relating to
Development, drafting or introduction of proposals related to the State Budget Bill.

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/9/2023
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.

Development, drafting or introduction of proposals relating to mortgages.
Development, drafting or introduction of a proposal relating to
Development, drafting or introduction of proposals relating to mortgages.

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/9/2023
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.

Industrial hemp
Development, drafting or introduction of a proposal relating to
Industrial hemp

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/9/2023
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.

Legalization and regulation of medicinal cannabis
Development, drafting or introduction of a proposal relating to
Legalization and regulation of medicinal cannabis

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/9/2023
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.

COVID - related liability
Development, drafting or introduction of a proposal relating to
COVID - related liability

Action Intended To Affect
Legislative matter

Notification Date
1/9/2023
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.

Data Privacy-Cyber Security
Development, drafting or introduction of a proposal relating to
Data Privacy-Cyber Security

Action Intended To Affect
Legislative matter

Notification Date
1/9/2023
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

  2023
January - June
Total
Total Lobbying Expenditures 2023
January - June
$211,058.76
Total $211,058.76
Total Hours Communicating 2023
January - June
234.75
Total 234.75
Total Hours Other 2023
January - June
559.75
Total 559.75

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

Relating to: eliminating the personal property tax. (FE)
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
1 %
2023
July - December
2024
January - June
2024
July - December
Total 1 %
Relating to: requiring one-half credit of personal financial literacy for high school graduation. (FE)
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
1 %
2023
July - December
2024
January - June
2024
July - December
Total 1 %
Relating to: requiring the Department of Financial Institutions to implement a section 529A ABLE savings account program and granting rule-making authority. (FE)
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
1 %
2023
July - December
2024
January - June
2024
July - December
Total 1 %
Relating to: eliminating the personal property tax. (FE)
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
1 %
2023
July - December
2024
January - June
2024
July - December
Total 1 %
Relating to: requiring one-half credit of personal financial literacy for high school graduation. (FE)
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
1 %
2023
July - December
2024
January - June
2024
July - December
Total 1 %
Relating to: requiring the Department of Financial Institutions to implement a section 529A ABLE savings account program and granting rule-making authority. (FE)
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
1 %
2023
July - December
2024
January - June
2024
July - December
Total 1 %

Budget Bill Subjects

2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
1 %
2023
July - December
2024
January - June
2024
July - December
Total 1 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
1 %
2023
July - December
2024
January - June
2024
July - December
Total 1 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
1 %
2023
July - December
2024
January - June
2024
July - December
Total 1 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
1 %
2023
July - December
2024
January - June
2024
July - December
Total 1 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
2 %
2023
July - December
2024
January - June
2024
July - December
Total 2 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
2 %
2023
July - December
2024
January - June
2024
July - December
Total 2 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
5 %
2023
July - December
2024
January - June
2024
July - December
Total 5 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
10 %
2023
July - December
2024
January - June
2024
July - December
Total 10 %

Administrative Rulemaking Proceedings

No administrative rulemaking proceedings found.

Topics Not Yet Assigned A Bill Or Rule Number

2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
1 %
2023
July - December
2024
January - June
2024
July - December
Total 1 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
1 %
2023
July - December
2024
January - June
2024
July - December
Total 1 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
1 %
2023
July - December
2024
January - June
2024
July - December
Total 1 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
1 %
2023
July - December
2024
January - June
2024
July - December
Total 1 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
1 %
2023
July - December
2024
January - June
2024
July - December
Total 1 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
1 %
2023
July - December
2024
January - June
2024
July - December
Total 1 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
1 %
2023
July - December
2024
January - June
2024
July - December
Total 1 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
1 %
2023
July - December
2024
January - June
2024
July - December
Total 1 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
1 %
2023
July - December
2024
January - June
2024
July - December
Total 1 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
1 %
2023
July - December
2024
January - June
2024
July - December
Total 1 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
1 %
2023
July - December
2024
January - June
2024
July - December
Total 1 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
1 %
2023
July - December
2024
January - June
2024
July - December
Total 1 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
2 %
2023
July - December
2024
January - June
2024
July - December
Total 2 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
2 %
2023
July - December
2024
January - June
2024
July - December
Total 2 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
2 %
2023
July - December
2024
January - June
2024
July - December
Total 2 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
2 %
2023
July - December
2024
January - June
2024
July - December
Total 2 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
2 %
2023
July - December
2024
January - June
2024
July - December
Total 2 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
2 %
2023
July - December
2024
January - June
2024
July - December
Total 2 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
2 %
2023
July - December
2024
January - June
2024
July - December
Total 2 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
5 %
2023
July - December
2024
January - June
2024
July - December
Total 5 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
5 %
2023
July - December
2024
January - June
2024
July - December
Total 5 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
5 %
2023
July - December
2024
January - June
2024
July - December
Total 5 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
15 %
2023
July - December
2024
January - June
2024
July - December
Total 15 %
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
15 %
2023
July - December
2024
January - June
2024
July - December
Total 15 %

Minor Efforts

No minor efforts found.

Other Matters

No other matters found.

Filed Statements of Lobbying Activity and Expenditures