Robert W Baird and Company Inc

Registered Principal Details

Business Or Interest:
Investment banking.

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Lobbyist Name Exclusive Duties Authorized On Withdrawn On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 184
Assembly Bill 184
relating to: the investment by certain local units of government of funds held in trust to provide post-employment benefits.

Bill Text and History

2007 Wisconsin Act 82

For
Notification Date
3/26/2007
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 409
Assembly Bill 409
relating to: expanding the area in which a tax incremental district's project costs may be expended.

Bill Text and History

2007 Wisconsin Act 57

For
Notification Date
7/3/2007
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 93
Senate Bill 93
relating to: the investment by certain local units of government of funds held in trust to provide post-employment benefits.

Bill Text and History

For
Notification Date
3/15/2007
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 223
Senate Bill 223
relating to: expanding the area in which a tax incremental district's project costs may be expended.

Bill Text and History

For
Notification Date
8/23/2007
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
5/1/2007
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.

Comments
Levy limits and effect on TIDs

Topics Not Yet Assigned A Bill Or Rule Number

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
1/15/2008
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
6/18/2007
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 a municipality
Development, drafting or introduction of a proposal relating to
Issues related to the issuance of bonds or other obligations by a municipality

Action Intended To Affect
Both Legislative Matter and Rule

Notification Date
6/18/2007
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
1/9/2007
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
1/9/2007
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
1/9/2007
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
1/9/2007
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
1/1/2007
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
1/1/2007
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
1/1/2007
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
1/1/2007
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

  2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
Total Lobbying Expenditures 2007
January - June
$21,413.58
2007
July - December
$21,361.83
2008
January - June
$21,121.67
2008
July - December
$21,263.87
Total $85,160.95
Total Hours Communicating 2007
January - June
31.00
2007
July - December
28.25
2008
January - June
5.50
2008
July - December
5.50
Total 70.25
Total Hours Other 2007
January - June
71.00
2007
July - December
86.75
2008
January - June
32.25
2008
July - December
31.75
Total 221.75

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

relating to: expanding the area in which a tax incremental district's project costs may be expended.
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
5%
2007
July - December
20%
2008
January - June
2008
July - December
Total 10%
relating to: the investment by certain local units of government of funds held in trust to provide post-employment benefits.
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
60%
2007
July - December
40%
2008
January - June
30%
2008
July - December
Total 40%
relating to: the investment by certain local units of government of funds held in trust to provide post-employment benefits.
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
2007
July - December
2008
January - June
30%
2008
July - December
Total 4%

Budget Bill Subjects

2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
25%
2007
July - December
30%
2008
January - June
2008
July - December
25%
Total 24%

Administrative Rulemaking Proceedings

No administrative rulemaking proceedings found.

Topics Not Yet Assigned A Bill Or Rule Number

2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
2007
July - December
2008
January - June
30%
2008
July - December
Total 4%
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
2007
July - December
2008
January - June
2008
July - December
75%
Total 10%

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
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
10%
2007
July - December
10%
2008
January - June
10%
2008
July - December
Total 9%

Filed Statements of Lobbying Activity and Expenditures