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Reported covered position: Legislative Aide, Sen. Rob Portman
How to read the money
Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; The Consolidated Appropriations Act of 2021 (PL 116-260); issues related to regulatory requirements under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123); issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act; issues related to the modernization of government programs to provide expedited and more efficient lending opportunities
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
FORGE GLOBAL, INC. via ALLON ADVOCACY, LLC
2021 · fourth_quarter · Q4
Issues related to tax treatment of certain retirement accounts under H.R. 5376 - Build Back Better Act.
Issues related to the treatment of certain retirement accounts under H.R. 5376 - Build Back Better Act.
Source: Senate LDA
| ACHIEVE |
| 3 |
| 2021 |
| ASSOCIATION FOR CONSUMER DEBT RELIEF (FORMERLY AMERICAN ASS'N FOR DEBT RELIEF) | 3 | 2021 |
| FORGE GLOBAL, INC. | 3 | 2021 |
| ARRIVED HOLDINGS, INC. | 2 | 2021 |
| Hummingbird RegTech, Inc. | 2 | 2020 |
Issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 2690 - Expanding Access to Affordable Credit for Small Businesses Act; H.R. 5376 - Build Back Better Act; Issues related to the modernization of government programs to provide expedited and more efficient lending opportunities (PL 116-136 and PL 116-123)
Issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 2690 - Expanding Access to Affordable Credit for Small Businesses Act; H.R. 5376 - Build Back Better Act; Issues related to the modernization of government programs to provide expedited and more efficient lending opportunities (PL 116-136 and PL 116-123)
H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; The Consolidated Appropriations Act of 2021 (PL 116-260); issues related to regulatory requirements under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123); issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act
H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; The Consolidated Appropriations Act of 2021 (PL 116-260); issues related to regulatory requirements under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123); issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act
Issues related to extending the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to small business assistance under the Paycheck Protection Program during the COVID-19 health crisis; H.R. 133 - Consolidated Appropriations Act of 2021 (PL 116-260)
Issues related to extending the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to small business assistance under the Paycheck Protection Program during the COVID-19 health crisis; H.R. 133 - Consolidated Appropriations Act of 2021 (PL 116-260)
David’s Law
Client: FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA · Firm: ALLON ADVOCACY, LLC
Implementation of an open banking regime in the US; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the FCRA on consumer-permissioned financial transaction data; H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; H.R. 133 - Consolidated Appropriations Act of 2021 (PL 116-260); ANPR implementing Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act
Issues related to extending the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to small business assistance under the Paycheck Protection Program during the COVID-19 health crisis; H.R. 133 - Consolidated Appropriations Act of 2021 (PL 116-260)
David’s Law
Client: FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA · Firm: ALLON ADVOCACY, LLC
Implementation of an open banking regime in the US; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the FCRA on consumer-permissioned financial transaction data; H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; H.R. 133 - Consolidated Appropriations Act of 2021 (PL 116-260); ANPR implementing Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act
Protecting Consumer Access to Credit Act
Client: FUNDATION GROUP, LLC · Firm: ALLON ADVOCACY, LLC
H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; The Consolidated Appropriations Act of 2021 (PL 116-260); issues related to regulatory requirements under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123); issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act
H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; The Consolidated Appropriations Act of 2021 (PL 116-260); issues related to regulatory requirements under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123); issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act
H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; The Consolidated Appropriations Act of 2021 (PL 116-260); issues related to regulatory requirements under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123); issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act; issues related to the modernization of government programs to provide expedited and more efficient lending opportunities
Issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 2690 - Expanding Access to Affordable Credit for Small Businesses Act; H.R. 5376 - Build Back Better Act; Issues related to the modernization of government programs to provide expedited and more efficient lending opportunities (PL 116-136 and PL 116-123)
Issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 2690 - Expanding Access to Affordable Credit for Small Businesses Act; H.R. 5376 - Build Back Better Act; Issues related to the modernization of government programs to provide expedited and more efficient lending opportunities (PL 116-136 and PL 116-123)
Issues related to tax treatment of certain retirement accounts under H.R. 5376 - Build Back Better Act.
Issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 2690 - Expanding Access to Affordable Credit for Small Businesses Act; H.R. 5376 - Build Back Better Act; Issues related to the modernization of government programs to provide expedited and more efficient lending opportunities (PL 116-136 and PL 116-123)
Issues related to the treatment of certain retirement accounts under H.R. 5376 - Build Back Better Act.
Issues related to the treatment of certain retirement accounts under H.R. 5376 - Build Back Better Act.
Issues related to tax treatment of certain retirement accounts under H.R. 5376 - Build Back Better Act.
Issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 2690 - Expanding Access to Affordable Credit for Small Businesses Act; H.R. 5376 - Build Back Better Act; Issues related to the modernization of government programs to provide expedited and more efficient lending opportunities (PL 116-136 and PL 116-123)
IRS PRIORITIES Act of 2022
Client: FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA · Firm: ALLON ADVOCACY, LLC
Implementation of an open banking regime in the US; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the FCRA on consumer-permissioned financial transaction data; H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; H.R. 133 - Consolidated Appropriations Act of 2021 (PL 116-260); ANPR implementing Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act
H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; The Consolidated Appropriations Act of 2021 (PL 116-260); issues related to regulatory requirements under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123); issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act; issues related to the modernization of government programs to provide expedited and more efficient lending opportunities
IRS PRIORITIES Act of 2022
Client: FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA · Firm: ALLON ADVOCACY, LLC
Implementation of an open banking regime in the US; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the FCRA on consumer-permissioned financial transaction data; H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; H.R. 133 - Consolidated Appropriations Act of 2021 (PL 116-260); ANPR implementing Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act
H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; The Consolidated Appropriations Act of 2021 (PL 116-260); issues related to regulatory requirements under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123); issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act
H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; The Consolidated Appropriations Act of 2021 (PL 116-260); issues related to regulatory requirements under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123); issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act
Expanding Access to Affordable Credit for Small Businesses Act
Client: AMOUNT · Firm: ALLON ADVOCACY, LLC
Issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 2690 - Expanding Access to Affordable Credit for Small Businesses Act; H.R. 5376 - Build Back Better Act; Issues related to the modernization of government programs to provide expedited and more efficient lending opportunities (PL 116-136 and PL 116-123)
Expanding Access to Affordable Credit for Small Businesses Act
Client: AMOUNT · Firm: ALLON ADVOCACY, LLC
Issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 2690 - Expanding Access to Affordable Credit for Small Businesses Act; H.R. 5376 - Build Back Better Act; Issues related to the modernization of government programs to provide expedited and more efficient lending opportunities (PL 116-136 and PL 116-123)
Improving Corporate Governance Through Diversity Act of 2021
Client: AMOUNT · Firm: ALLON ADVOCACY, LLC
Issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 2690 - Expanding Access to Affordable Credit for Small Businesses Act; H.R. 5376 - Build Back Better Act; Issues related to the modernization of government programs to provide expedited and more efficient lending opportunities (PL 116-136 and PL 116-123)
Improving Corporate Governance Through Diversity Act of 2021
Client: AMOUNT · Firm: ALLON ADVOCACY, LLC
H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; The Consolidated Appropriations Act of 2021 (PL 116-260); issues related to regulatory requirements under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123); issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act; issues related to the modernization of government programs to provide expedited and more efficient lending opportunities
Improving Corporate Governance Through Diversity Act of 2021
Client: AMOUNT · Firm: ALLON ADVOCACY, LLC
H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; The Consolidated Appropriations Act of 2021 (PL 116-260); issues related to regulatory requirements under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123); issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act
Improving Corporate Governance Through Diversity Act of 2021
Client: FUNDATION GROUP, LLC · Firm: ALLON ADVOCACY, LLC
H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; The Consolidated Appropriations Act of 2021 (PL 116-260); issues related to regulatory requirements under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123); issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act
Improving Corporate Governance Through Diversity Act of 2021
Client: AMOUNT · Firm: ALLON ADVOCACY, LLC
Issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 2690 - Expanding Access to Affordable Credit for Small Businesses Act; H.R. 5376 - Build Back Better Act; Issues related to the modernization of government programs to provide expedited and more efficient lending opportunities (PL 116-136 and PL 116-123)
Open Banking Study Act of 2019
Client: FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA · Firm: ALLON ADVOCACY, LLC
Implementation of an open banking regime in the US; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the FCRA on consumer-permissioned financial transaction data; H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; H.R. 133 - Consolidated Appropriations Act of 2021 (PL 116-260); ANPR implementing Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act
Financial data aggregation; Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); OCC third-party vendor risk management FAQs.
Financial data aggregation; Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); OCC third-party vendor risk management FAQs.
Open Banking Study Act of 2019
Client: FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA · Firm: ALLON ADVOCACY, LLC
Implementation of an open banking regime in the US; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the FCRA on consumer-permissioned financial transaction data; H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; H.R. 133 - Consolidated Appropriations Act of 2021 (PL 116-260); ANPR implementing Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act
Paycheck Protection Program Flexibility Act of 2020
Client: AMOUNT · Firm: ALLON ADVOCACY, LLC
Issues related to extending the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to small business assistance under the Paycheck Protection Program during the COVID-19 health crisis; H.R. 133 - Consolidated Appropriations Act of 2021 (PL 116-260)
Paycheck Protection Program Flexibility Act of 2020
Client: FUNDATION GROUP, LLC · Firm: ALLON ADVOCACY, LLC
Issues related to extending the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to small business assistance under the Paycheck Protection Program during the COVID-19 health crisis; H.R. 133 - Consolidated Appropriations Act of 2021 (PL 116-260)
Paycheck Protection Program Flexibility Act of 2020
Client: FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA · Firm: ALLON ADVOCACY, LLC
Issues related to extending the authority for commitments for the Paycheck Protection Program and separate amounts authorized for other loans under section 7(a) of the Small Business Act (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to the role of financial technology as critical infrastructure to support small business funding under the Paycheck Protection Program, during the COVID-19 health crisis (PL 116-136 and PL 116-123)
Paycheck Protection Program Flexibility Act of 2020
Client: AMOUNT · Firm: ALLON ADVOCACY, LLC
Issues related to extending the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to small business assistance under the Paycheck Protection Program during the COVID-19 health crisis; H.R. 133 - Consolidated Appropriations Act of 2021 (PL 116-260)
Paycheck Protection Program Flexibility Act of 2020
Client: FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA · Firm: ALLON ADVOCACY, LLC
Issues related to extending the authority for commitments for the Paycheck Protection Program and separate amounts authorized for other loans under section 7(a) of the Small Business Act (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to the role of financial technology as critical infrastructure to support small business funding under the Paycheck Protection Program, during the COVID-19 health crisis (PL 116-136 and PL 116-123)
Paycheck Protection Program Flexibility Act of 2020
Client: AMOUNT · Firm: ALLON ADVOCACY, LLC
Issues related to extending the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142)
H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; The Consolidated Appropriations Act of 2021 (PL 116-260); issues related to regulatory requirements under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123); issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act; issues related to the modernization of government programs to provide expedited and more efficient lending opportunities
H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; The Consolidated Appropriations Act of 2021 (PL 116-260); issues related to regulatory requirements under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123); issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act
CARES Act
Client: FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA · Firm: ALLON ADVOCACY, LLC
Implementation of an open banking regime in the US; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the FCRA on consumer-permissioned financial transaction data; H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; H.R. 133 - Consolidated Appropriations Act of 2021 (PL 116-260); ANPR implementing Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act
H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; The Consolidated Appropriations Act of 2021 (PL 116-260); issues related to regulatory requirements under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123); issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act
CARES Act
Client: FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA · Firm: ALLON ADVOCACY, LLC
Implementation of an open banking regime in the US; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the FCRA on consumer-permissioned financial transaction data; H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; H.R. 133 - Consolidated Appropriations Act of 2021 (PL 116-260); ANPR implementing Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act
Paycheck Protection Program and Health Care Enhancement Act
Client: FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA · Firm: ALLON ADVOCACY, LLC
Implementation of an open banking regime in the U.S.; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the FCRA on consumer-permissioned financial transaction data; H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); H.R. 266 - Paycheck Protection Program and Health Care Enhancement Act (PL 116-139)
Paycheck Protection Program and Health Care Enhancement Act
Client: FUNDATION GROUP, LLC · Firm: ALLON ADVOCACY, LLC
H.R. 266 - Paycheck Protection Program and Health Care Enhancement Act (PL 116-139); issues related to regulatory requirements under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123)
Open Banking Study Act of 2019
Client: FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA · Firm: ALLON ADVOCACY, LLC
Implementation of an open banking regime in the United States; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the Fair Credit Reporting Act on consumer-permissioned financial transaction data; H.R. 4047 in the 116th Congress.
Open Banking Study Act of 2019
Client: FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA · Firm: ALLON ADVOCACY, LLC
Implementation of an open banking regime in the U.S.; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the FCRA on consumer-permissioned financial transaction data; H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; Section 1033 of the Dodd-Frank Wall Street Reform and C0nsumer Protection Act (PL 111-203)
Financial data aggregation; Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); OCC third-party vendor risk management FAQs
Open Banking Study Act of 2019
Client: FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA · Firm: ALLON ADVOCACY, LLC
Implementation of an open banking regime in the U.S.; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the FCRA on consumer-permissioned financial transaction data; H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; Section 1033 of the Dodd-Frank Wall Street Reform and C0nsumer Protection Act (PL 111-203)
Open Banking Study Act of 2019
Client: FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA · Firm: ALLON ADVOCACY, LLC
Implementation of an open banking regime in the U.S.; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the FCRA on consumer-permissioned financial transaction data; H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); H.R. 266 - Paycheck Protection Program and Health Care Enhancement Act (PL 116-139)
Financial data aggregation; Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); OCC third-party vendor risk management FAQs
Financial data aggregation; Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act; H.R. 4047 in the 116th Congress; OCC third-party vendor risk management FAQs.
Financial data aggregation; Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); OCC third-party vendor risk management FAQs
H.R. 748, The CARES Act; H.R. 6201, the Families First Coronavirus Response Act; issues related to the role of financial technology as critical infrastructure to support small business funding under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123)
The Heroes Act
Client: FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA · Firm: ALLON ADVOCACY, LLC
Implementation of an open banking regime in the U.S.; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the FCRA on consumer-permissioned financial transaction data; H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; Section 1033 of the Dodd-Frank Wall Street Reform and C0nsumer Protection Act (PL 111-203)
H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; The Consolidated Appropriations Act of 2021; issues related to regulatory requirements under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123); issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203)
H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; issues related to regulatory requirements under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123)
The Heroes Act
Client: FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA · Firm: ALLON ADVOCACY, LLC
Implementation of an open banking regime in the U.S.; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the FCRA on consumer-permissioned financial transaction data; H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; Section 1033 of the Dodd-Frank Wall Street Reform and C0nsumer Protection Act (PL 111-203)
Paycheck Protection Program Flexibility Act of 2020
Client: FUNDATION GROUP, LLC · Firm: ALLON ADVOCACY, LLC
S. 4116 - a bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to small business assistance under the Paycheck Protection Program during the COVID-19 health crisis
Paycheck Protection Program Flexibility Act of 2020
Client: FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA · Firm: ALLON ADVOCACY, LLC
S. 4116 - a bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to the role of financial technology as critical infrastructure to support small business funding under the Paycheck Protection Program, during the COVID-19 health crisis (PL 116-136 and PL 116-123)
Paycheck Protection Program Flexibility Act of 2020
Client: FUNDATION GROUP, LLC · Firm: ALLON ADVOCACY, LLC
S. 4116 - a bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to small business assistance under the Paycheck Protection Program during the COVID-19 health crisis
Paycheck Protection Program Flexibility Act of 2020
Client: FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA · Firm: ALLON ADVOCACY, LLC
S. 4116 - a bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to the role of financial technology as critical infrastructure to support small business funding under the Paycheck Protection Program, during the COVID-19 health crisis (PL 116-136 and PL 116-123)
Paycheck Protection Program Flexibility Act of 2020
Client: YODLEE INC. · Firm: ALLON ADVOCACY, LLC
S. 4116 - a bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to the role of financial technology as critical infrastructure to support small business funding, under the Paycheck Protection Program, during the COVID-19 health crisis (PL 116-136 and PL 116-123)
Paycheck Protection Program Flexibility Act of 2020
Client: FUNDATION GROUP, LLC · Firm: ALLON ADVOCACY, LLC
S. 4116 - a bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to small business assistance under the Paycheck Protection Program during the COVID-19 health crisis
Paycheck Protection Program Flexibility Act of 2020
Client: FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA · Firm: ALLON ADVOCACY, LLC
S. 4116 - a bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to the role of financial technology as critical infrastructure to support small business funding under the Paycheck Protection Program, during the COVID-19 health crisis (PL 116-136 and PL 116-123)
H.R. 748, The CARES Act; issues related to small business assistance under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123)
H.R. 748, The CARES Act; H.R. 6201, the Families First Coronavirus Response Act; issues related to the role of financial technology as critical infrastructure to support small business funding under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123)
H.R. 748, The CARES Act; issues related to regulatory requirements under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123).
CARES Act
Client: FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA · Firm: ALLON ADVOCACY, LLC
H.R. 748, The CARES Act; issues related to the role of financial technology as critical infrastructure to support small business funding under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123)
A bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes.
Client: FUNDATION GROUP, LLC · Firm: ALLON ADVOCACY, LLC
S. 4116 - a bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to small business assistance under the Paycheck Protection Program during the COVID-19 health crisis
A bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes.
Client: FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA · Firm: ALLON ADVOCACY, LLC
S. 4116 - a bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to the role of financial technology as critical infrastructure to support small business funding under the Paycheck Protection Program, during the COVID-19 health crisis (PL 116-136 and PL 116-123)
A bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes.
Client: FUNDATION GROUP, LLC · Firm: ALLON ADVOCACY, LLC
S. 4116 - a bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to small business assistance under the Paycheck Protection Program during the COVID-19 health crisis
A bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes.
Client: FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA · Firm: ALLON ADVOCACY, LLC
S. 4116 - a bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to the role of financial technology as critical infrastructure to support small business funding under the Paycheck Protection Program, during the COVID-19 health crisis (PL 116-136 and PL 116-123)
A bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes.
Client: FUNDATION GROUP, LLC · Firm: ALLON ADVOCACY, LLC
S. 4116 - a bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to small business assistance under the Paycheck Protection Program during the COVID-19 health crisis
A bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes.
Client: FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA · Firm: ALLON ADVOCACY, LLC
S. 4116 - a bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to the role of financial technology as critical infrastructure to support small business funding under the Paycheck Protection Program, during the COVID-19 health crisis (PL 116-136 and PL 116-123)
A bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes.
Client: YODLEE INC. · Firm: ALLON ADVOCACY, LLC
S. 4116 - a bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to the role of financial technology as critical infrastructure to support small business funding, under the Paycheck Protection Program, during the COVID-19 health crisis (PL 116-136 and PL 116-123)
Open Banking Study Act of 2019
Client: FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA · Firm: ALLON ADVOCACY, LLC
Implementation of an open banking regime in the United States; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the Fair Credit Reporting Act on consumer-permissioned financial transaction data; H.R. 4047 in the 116th Congress.
Financial data aggregation; Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act; H.R. 4047 in the 116th Congress; OCC third-party vendor risk management FAQs.
Access to consumer permissioned financial electronic records, third-party bank vendor risk management guidance, implementation of Open Banking regime in the United States, including H.R. 6789 (115th Congress)
Financial data aggregation; Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act; H.R. 6789 in the 115th Congress; OCC third-party vendor risk management FAQs.
Access to consumer permissioned financial electronic records, third-party bank vendor risk management guidance, implementation of Open Banking regime in the United States, including H.R. 6789 (115th Congress)
Open Banking Study Act of 2018
Client: FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA · Firm: ALLON ADVOCACY, LLC
Implementation of an open banking regime in the United States; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the Fair Credit Reporting Act on consumer-permissioned financial transaction data; H.R. 6789 in the 115th Congress.
Issues related to investor access to equity in private companies.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE ALLIANCE FOR INNOVATIVE REGULATION via ALLON ADVOCACY, LLC
2021 · fourth_quarter · Q4
Issues related to advancing the goal of fair finance through digital technology; issues related to promoting a fair financial system that is highly inclusive, affordable, non-discriminatory, transparent, non-predatory, easy for consumers to use, and designed to promote financial health for consumers and small businesses; issues related to green finance.
Issues related to modernizing and digitizing the financial regulatory system to ensure more effective regulation; issues related to advancing the goals of financial inclusion, non-discrimination and transparency to help counter financial crimes; issues related to policies and regulations of digital currencies, including cryptocurrency.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
YODLEE INC. via ALLON ADVOCACY, LLC
2021 · fourth_quarter · Q4
Data security and privacy issues, including potential implementation of a federal data privacy and/or breach notification regime.
Financial data aggregation; Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); OCC third-party vendor risk management FAQs.
Best interest rule finalized by SEC and revised Department of Labor fiduciary rule.
Access to consumer permissioned financial electronic records; third-party bank vendor risk management guidance; implementation of Open Banking regime in the U.S.
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
DOUBLECHECK SOLUTIONS, LLC via ALLON ADVOCACY, LLC
2021 · fourth_quarter · Q4
Issues related to overdraft policy at financial institutions and credit unions.
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Natl Credit Union Administration (NCUA), Office of the Comptroller of the Currency (OCC), SENATE, Treasury, Dept of
FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA via ALLON ADVOCACY, LLC
2021 · fourth_quarter · Q4
Implementation of an open banking regime in the US; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the FCRA on consumer-permissioned financial transaction data; OCC third-party vendor risk management FAQs; issues related to Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203).
Access to consumer permissioned financial electronic records; third-party bank vendor risk management guidance; implementation of open finance regime in the U.S.
Data security and data privacy issues regarding consumer financial transaction data
Issues related to extending the authority for commitments for the Paycheck Protection Program and separate amounts authorized for other loans under section 7(a) of the Small Business Act (PL 116-147); issues related to the role of financial technology as critical infrastructure to support small business funding under the Paycheck Protection Program, during the COVID-19 health crisis (PL 116-136 and PL 116-123).
Filing targets: Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Small Business Administration (SBA), Treasury, Dept of
ACHIEVE via ALLON ADVOCACY, LLC
2021 · fourth_quarter · Q4
Issues related to consumer unsecured debt settlement
Issues related to consumer debt relief, debt settlement, and debt consolidation for unsecured consumer debt; PL 116-136 and PL 116-123
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Treasury, Dept of
ASSOCIATION FOR CONSUMER DEBT RELIEF (FORMERLY AMERICAN ASS'N FOR DEBT RELIEF) via ALLON ADVOCACY, LLC
2021 · fourth_quarter · Q4
Issues related to consumer debt relief and debt settlement for unsecured consumer debt; PL 116-136 and PL 116-123
Issues related to consumer unsecured debt settlement.
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Treasury, Dept of
AMOUNT via ALLON ADVOCACY, LLC
2021 · fourth_quarter · Q4
Issues related to extending the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act (PL 116-147); Issues related to the Paycheck Protection Program Flexibility Act of 2020 (PL 116-142)
Issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 2690 - Expanding Access to Affordable Credit for Small Businesses Act; H.R. 5376 - Build Back Better Act; Issues related to the modernization of government programs to provide expedited and more efficient lending opportunities (PL 116-136 and PL 116-123)
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Small Business Administration (SBA), Treasury, Dept of
ARRIVED HOLDINGS, INC. via ALLON ADVOCACY, LLC
2021 · fourth_quarter · Q4
Issues related to the implementation of the JOBS Act (PL 112-106)
Issues related to access to wealth-building and rental property income for investors.
Filing targets: Consumer Financial Protection Bureau (CFPB), Securities & Exchange Commission (SEC)
ARRIVED HOLDINGS, INC. via ALLON ADVOCACY, LLC
2021 · fourth_quarter · RR
Issues related to housing finance and real estate investment.
Issues related to housing finance and real estate investment.
Issues related to housing finance and real estate investment.
FORGE GLOBAL, INC. via ALLON ADVOCACY, LLC
2021 · third_quarter · Q3
Issues related to the treatment of certain retirement accounts under H.R. 5376 - Build Back Better Act.
Issues related to tax treatment of certain retirement accounts under H.R. 5376 - Build Back Better Act.
Issues related to investor access to equity in private companies.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE ALLIANCE FOR INNOVATIVE REGULATION via ALLON ADVOCACY, LLC
2021 · third_quarter · Q3
Issues related to modernizing and digitizing the financial regulatory system to ensure more effective regulation; issues related to advancing the goals of financial inclusion, non-discrimination and transparency to help counter financial crimes; issues related to policies and regulations of digital currencies, including cryptocurrency.
Issues related to advancing the goal of fair finance through digital technology; issues related to promoting a fair financial system that is highly inclusive, affordable, non-discriminatory, transparent, non-predatory, easy for consumers to use, and designed to promote financial health for consumers and small businesses; issues related to green finance
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
YODLEE INC. via ALLON ADVOCACY, LLC
2021 · third_quarter · Q3
Data security and privacy issues, including potential implementation of a federal data privacy and/or breach notification regime.
Financial data aggregation; Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); OCC third-party vendor risk management FAQs.
Access to consumer permissioned financial electronic records; third-party bank vendor risk management guidance; implementation of Open Banking regime in the U.S.
DOUBLECHECK SOLUTIONS, LLC via ALLON ADVOCACY, LLC
2021 · third_quarter · Q3
Issues related to overdraft policy at financial institutions and credit unions.
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Natl Credit Union Administration (NCUA), Office of the Comptroller of the Currency (OCC), SENATE, Treasury, Dept of
FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA via ALLON ADVOCACY, LLC
2021 · third_quarter · Q3
Access to consumer permissioned financial electronic records; third-party bank vendor risk management guidance; implementation of open finance regime in the U.S.
Implementation of an open banking regime in the US; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the FCRA on consumer-permissioned financial transaction data; OCC third-party vendor risk management FAQs; issues related to Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203).
ACHIEVE via ALLON ADVOCACY, LLC
2021 · third_quarter · Q3
Issues related to consumer debt relief, debt settlement, and debt consolidation for unsecured consumer debt; PL 116-136 and PL 116-123
Issues related to consumer unsecured debt settlement
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Treasury, Dept of
ASSOCIATION FOR CONSUMER DEBT RELIEF (FORMERLY AMERICAN ASS'N FOR DEBT RELIEF) via ALLON ADVOCACY, LLC
2021 · third_quarter · Q3
Issues related to consumer debt relief and debt settlement for unsecured consumer debt; PL 116-136 and PL 116-123
Issues related to consumer unsecured debt settlement.
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Treasury, Dept of
AMOUNT via ALLON ADVOCACY, LLC
2021 · third_quarter · Q3
Issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 2690 - Expanding Access to Affordable Credit for Small Businesses Act; H.R. 5376 - Build Back Better Act; Issues related to the modernization of government programs to provide expedited and more efficient lending opportunities (PL 116-136 and PL 116-123)
Issues related to extending the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142)
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Small Business Administration (SBA), Treasury, Dept of
FORGE GLOBAL, INC. via ALLON ADVOCACY, LLC
2021 · third_quarter · RR
Treatment of certain retirement accounts under proposed legislation; investor access to equity in private companies.
Treatment of certain retirement accounts under proposed legislation; investor access to equity in private companies.
Treatment of certain retirement accounts under proposed legislation; investor access to equity in private companies.
ASSOCIATION FOR CONSUMER DEBT RELIEF (FORMERLY AMERICAN ASS'N FOR DEBT RELIEF) via ALLON ADVOCACY, LLC
2021 · second_quarter · Q2
Issues related to consumer debt relief and debt settlement for unsecured consumer debt; PL 116-136 and PL 116-123
Issues related to consumer unsecured debt settlement.
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Treasury, Dept of
DOUBLECHECK SOLUTIONS, LLC via ALLON ADVOCACY, LLC
2021 · second_quarter · Q2
Issues related to overdraft policy at financial institutions and credit unions.
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Natl Credit Union Administration (NCUA), Office of the Comptroller of the Currency (OCC), SENATE, Treasury, Dept of
THE ALLIANCE FOR INNOVATIVE REGULATION via ALLON ADVOCACY, LLC
2021 · second_quarter · Q2
Issues related to modernizing and digitizing the financial regulatory system to ensure more effective regulation; issues related to advancing the goals of financial inclusion, non-discrimination and transparency to help counter financial crimes
Issues related to advancing the goal of fair finance through digital technology; issues related to promoting a fair financial system that is highly inclusive, affordable, non-discriminatory, transparent, non-predatory, easy for consumers to use, and designed to promote financial health for consumers and small businesses
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
YODLEE INC. via ALLON ADVOCACY, LLC
2021 · second_quarter · Q2
Data security and privacy issues, including potential implementation of a federal data privacy and/or breach notification regime.
Best interest rule finalized by SEC and revised Department of Labor fiduciary rule.
Access to consumer permissioned financial electronic records; third-party bank vendor risk management guidance; implementation of Open Banking regime in the U.S.
FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA via ALLON ADVOCACY, LLC
2021 · second_quarter · Q2
Implementation of an open banking regime in the US; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the FCRA on consumer-permissioned financial transaction data; H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; H.R. 133 - Consolidated Appropriations Act of 2021 (PL 116-260); ANPR implementing Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act
Issues related to extending the authority for commitments for the Paycheck Protection Program and separate amounts authorized for other loans under section 7(a) of the Small Business Act (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to the role of financial technology as critical infrastructure to support small business funding under the Paycheck Protection Program, during the COVID-19 health crisis (PL 116-136 and PL 116-123)
ACHIEVE via ALLON ADVOCACY, LLC
2021 · second_quarter · Q2
Issues related to consumer unsecured debt settlement
Issues related to consumer debt relief, debt settlement, and debt consolidation for unsecured consumer debt; PL 116-136 and PL 116-123
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Treasury, Dept of
AMOUNT via ALLON ADVOCACY, LLC
2021 · second_quarter · Q2
H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; The Consolidated Appropriations Act of 2021 (PL 116-260); issues related to regulatory requirements under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123); issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act; issues related to the modernization of government programs to provide expedited and more efficient lending opportunities
Issues related to extending the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to small business assistance under the Paycheck Protection Program during the COVID-19 health crisis; H.R. 133 - Consolidated Appropriations Act of 2021 (PL 116-260)
DOUBLECHECK SOLUTIONS, LLC via ALLON ADVOCACY, LLC
2021 · second_quarter · RR
Overdraft policy, Real-time notifications and options, Transaction data related to insufficient funds, insufficient funds management solutions
THE ALLIANCE FOR INNOVATIVE REGULATION via ALLON ADVOCACY, LLC
2021 · first_quarter · Q1
Issues related to modernizing and digitizing the financial regulatory system to ensure more effective regulation; issues related to advancing the goals of financial inclusion, non-discrimination and transparency to help counter financial crimes
Issues related to advancing the goal of fair finance through digital technology; issues related to promoting a fair financial system that is highly inclusive, affordable, non-discriminatory, transparent, non-predatory, easy for consumers to use, and designed to promote financial health for consumers and small businesses
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMOUNT via ALLON ADVOCACY, LLC
2021 · first_quarter · Q1
Issues related to extending the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to small business assistance under the Paycheck Protection Program during the COVID-19 health crisis; H.R. 133 - Consolidated Appropriations Act of 2021 (PL 116-260)
H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; The Consolidated Appropriations Act of 2021 (PL 116-260); issues related to regulatory requirements under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123); issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act
FUNDATION GROUP, LLC via ALLON ADVOCACY, LLC
2021 · first_quarter · 1T
Issues related to extending the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to small business assistance under the Paycheck Protection Program during the COVID-19 health crisis; H.R. 133 - Consolidated Appropriations Act of 2021 (PL 116-260)
H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; The Consolidated Appropriations Act of 2021 (PL 116-260); issues related to regulatory requirements under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123); issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 1645 - The Protecting Consumer Access to Credit Act; H.R. 1227/ S. 374 - The Improving Corporate Governance Through Diversity Act; S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act
YODLEE INC. via ALLON ADVOCACY, LLC
2021 · first_quarter · Q1
Data security and privacy issues, including potential implementation of a federal data privacy and/or breach notification regime.
Access to consumer permissioned financial electronic records; third-party bank vendor risk management guidance; implementation of Open Banking regime in the U.S.
Best interest rule finalized by SEC and revised Department of Labor fiduciary rule.
FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA via ALLON ADVOCACY, LLC
2021 · first_quarter · Q1
Data security and data privacy issues regarding consumer financial transaction data
Issues related to extending the authority for commitments for the Paycheck Protection Program and separate amounts authorized for other loans under section 7(a) of the Small Business Act (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to the role of financial technology as critical infrastructure to support small business funding under the Paycheck Protection Program, during the COVID-19 health crisis (PL 116-136 and PL 116-123)
AMOUNT via ALLON ADVOCACY, LLC
2021 · first_quarter · RR
Issues related to small business lending
Issues related to small business lending
THE ALLIANCE FOR INNOVATIVE REGULATION via ALLON ADVOCACY, LLC
2021 · first_quarter · RR
Issues related to using digital technology to strengthen and modernize the financial regulatory system to advance the goals of financial inclusion, non-discrimination and transparency and to counter money laundering-related crimes like human trafficking.
Issues related to using digital technology to strengthen and modernize the financial regulatory system to advance the goals of financial inclusion, non-discrimination and transparency and to counter money laundering-related crimes like human trafficking.
Issues related to using digital technology to strengthen and modernize the financial regulatory system to advance the goals of financial inclusion, non-discrimination and transparency and to counter money laundering-related crimes like human trafficking.
HUMMINGBIRD REGTECH, INC. via ALLON ADVOCACY, LLC
2020 · fourth_quarter · Q4
National Defense Authorization Act (PL 116-283); issues related to anti-money laundering (AML) and Bank Secrecy Act compliance
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FUNDATION GROUP, LLC via ALLON ADVOCACY, LLC
2020 · fourth_quarter · Q4
H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; The Consolidated Appropriations Act of 2021; issues related to regulatory requirements under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123); issues related to the implementation of Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203)
S. 4116 - a bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to small business assistance under the Paycheck Protection Program during the COVID-19 health crisis
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Small Business Administration (SBA), Treasury, Dept of
FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA via ALLON ADVOCACY, LLC
2020 · fourth_quarter · Q4
Implementation of an open banking regime in the U.S.; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the FCRA on consumer-permissioned financial transaction data; H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; Section 1033 of the Dodd-Frank Wall Street Reform and C0nsumer Protection Act (PL 111-203)
S. 4116 - a bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to the role of financial technology as critical infrastructure to support small business funding under the Paycheck Protection Program, during the COVID-19 health crisis (PL 116-136 and PL 116-123)
YODLEE INC. via ALLON ADVOCACY, LLC
2020 · fourth_quarter · Q4
Best interest rule finalized by SEC and revised Department of Labor fiduciary rule
Financial data aggregation; Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); OCC third-party vendor risk management FAQs
Data security and privacy issues, including potential implementation of a federal data privacy and/ or breach notification regime
YODLEE INC. via ALLON ADVOCACY, LLC
2020 · third_quarter · Q3
Financial data aggregation; Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); OCC third-party vendor risk management FAQs
Best interest rule finalized by SEC and revised Department of Labor fiduciary rule
Access to consumer permissioned financial electronic records; third-party bank vendor risk management guidance; implementation of Open Banking regime in the U.S.
FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA via ALLON ADVOCACY, LLC
2020 · third_quarter · Q3
Access to consumer permissioned financial electronic records; third-party bank vendor risk management guidance; implementation of Open Banking regime in the U.S.
S. 4116 - a bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to the role of financial technology as critical infrastructure to support small business funding under the Paycheck Protection Program, during the COVID-19 health crisis (PL 116-136 and PL 116-123)
FUNDATION GROUP, LLC via ALLON ADVOCACY, LLC
2020 · third_quarter · Q3
S. 4116 - a bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to small business assistance under the Paycheck Protection Program during the COVID-19 health crisis
H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; issues related to regulatory requirements under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123)
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Small Business Administration (SBA), Treasury, Dept of
HUMMINGBIRD REGTECH, INC. via ALLON ADVOCACY, LLC
2020 · fourth_quarter · RR
Anti-money laundering and anti-fraud requirements for financial institutions.
Anti-money laundering and anti-fraud requirements for financial institutions.
FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA via ALLON ADVOCACY, LLC
2020 · second_quarter · Q2
Implementation of an open banking regime in the U.S.; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the FCRA on consumer-permissioned financial transaction data; H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); H.R. 266 - Paycheck Protection Program and Health Care Enhancement Act (PL 116-139)
Data security and data privacy issues regarding consumer financial transaction data
S. 4116 - a bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to the role of financial technology as critical infrastructure to support small business funding under the Paycheck Protection Program, during the COVID-19 health crisis (PL 116-136 and PL 116-123)
YODLEE INC. via ALLON ADVOCACY, LLC
2020 · second_quarter · Q2
Best interest rule finalized by SEC and revised Department of Labor fiduciary rule
S. 4116 - a bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to the role of financial technology as critical infrastructure to support small business funding, under the Paycheck Protection Program, during the COVID-19 health crisis (PL 116-136 and PL 116-123)
FUNDATION GROUP, LLC via ALLON ADVOCACY, LLC
2020 · second_quarter · Q2
S. 4116 - a bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes (PL 116-147); H.R. 7010 - Paycheck Protection Program Flexibility Act of 2020 (PL 116-142); issues related to small business assistance under the Paycheck Protection Program during the COVID-19 health crisis
H.R. 266 - Paycheck Protection Program and Health Care Enhancement Act (PL 116-139); issues related to regulatory requirements under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123)
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Small Business Administration (SBA), Treasury, Dept of
YODLEE INC. via ALLON ADVOCACY, LLC
2020 · first_quarter · Q1
Best interest rule finalized by SEC
Data security and privacy issues, including potential implementation of a federal data privacy and/or breach notification regime.
H.R. 748, The CARES Act; H.R. 6201, the Families First Coronavirus Response Act; issues related to the role of financial technology as critical infrastructure to support small business funding under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123)
FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA via ALLON ADVOCACY, LLC
2020 · first_quarter · Q1
H.R. 748, The CARES Act; issues related to the role of financial technology as critical infrastructure to support small business funding under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123)
Implementation of an open banking regime in the United States; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the Fair Credit Reporting Act on consumer-permissioned financial transaction data; H.R. 4047 in the 116th Congress.
FUNDATION GROUP, LLC via ALLON ADVOCACY, LLC
2020 · first_quarter · Q1
H.R. 748, The CARES Act; issues related to regulatory requirements under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123).
H.R. 748, The CARES Act; issues related to small business assistance under the Paycheck Protection Program during the COVID-19 health crisis (PL 116-136 and PL 116-123)
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Small Business Administration (SBA), Treasury, Dept of
FUNDATION GROUP, LLC via ALLON ADVOCACY, LLC
2020 · first_quarter · RR
Issues related to small business lending
Issues related to small business lending
FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA via ALLON ADVOCACY, LLC
2019 · fourth_quarter · Q4
Implementation of an open banking regime in the United States; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the Fair Credit Reporting Act on consumer-permissioned financial transaction data; H.R. 4047 in the 116th Congress.
Data security and data privacy issues regarding consumer financial transaction data
Filing targets: Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Treasury, Dept of
YODLEE INC. via ALLON ADVOCACY, LLC
2019 · fourth_quarter · Q4
Best interest rule finalized by SEC
Data security and privacy issues, including potential implementation of a federal data privacy and/or breach notification regime.
Access to consumer permissioned financial electronic records, third-party bank vendor risk management guidance, implementation of Open Banking regime in the United States, including H.R. 6789 (115th Congress)
YODLEE INC. via ALLON ADVOCACY, LLC
2019 · third_quarter · Q3
Financial data aggregation; Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act; H.R. 6789 in the 115th Congress; OCC third-party vendor risk management FAQs.
Access to consumer permissioned financial electronic records, third-party bank vendor risk management guidance, implementation of Open Banking regime in the United States, including H.R. 6789 (115th Congress)
Best interest rule finalized by SEC
FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA via ALLON ADVOCACY, LLC
2019 · third_quarter · Q3
Data security and data privacy issues regarding consumer financial transaction data
Implementation of an open banking regime in the United States; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the Fair Credit Reporting Act on consumer-permissioned financial transaction data; H.R. 6789 in the 115th Congress.
Filing targets: Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Treasury, Dept of
Best interest rule finalized by SEC and revised Department of Labor fiduciary rule.
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to extending the authority for commitments for the Paycheck Protection Program and separate amounts authorized for other loans under section 7(a) of the Small Business Act (PL 116-147); issues related to the role of financial technology as critical infrastructure to support small business funding under the Paycheck Protection Program, during the COVID-19 health crisis (PL 116-136 and PL 116-123).
Data security and data privacy issues regarding consumer financial transaction data
Filing targets: Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Small Business Administration (SBA), Treasury, Dept of
Financial data aggregation; Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); OCC third-party vendor risk management FAQs.
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Access to consumer permissioned financial electronic records; third-party bank vendor risk management guidance; implementation of open finance regime in the U.S.
Data security and data privacy issues regarding consumer financial transaction data
Filing targets: Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Small Business Administration (SBA), Treasury, Dept of
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Small Business Administration (SBA), Treasury, Dept of
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Small Business Administration (SBA), Treasury, Dept of
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Small Business Administration (SBA), Treasury, Dept of
Financial data aggregation; Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); OCC third-party vendor risk management FAQs.
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Access to consumer permissioned financial electronic records; third-party bank vendor risk management guidance; implementation of open finance regime in the U.S.
Implementation of an open banking regime in the US; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the FCRA on consumer-permissioned financial transaction data; H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; H.R. 133 - Consolidated Appropriations Act of 2021 (PL 116-260); ANPR implementing Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); S. 3548 - Coronavirus Aid, Relief, and Economic Security (CARES) Act
Filing targets: Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Small Business Administration (SBA), Treasury, Dept of
Data security and data privacy issues regarding consumer financial transaction data
Access to consumer permissioned financial electronic records; third-party bank vendor risk management guidance; implementation of Open Banking regime in the U.S.
Filing targets: Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Small Business Administration (SBA), Treasury, Dept of
Access to consumer permissioned financial electronic records; third-party bank vendor risk management guidance; implementation of Open Banking regime in the U.S.
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Data security and privacy issues, including potential implementation of a federal data privacy and/ or breach notification regime
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Implementation of an open banking regime in the U.S.; application of existing regulatory structure, including Regulation E, on consumer-permissioned aggregation; application of the FCRA on consumer-permissioned financial transaction data; H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act; Section 1033 of the Dodd-Frank Wall Street Reform and C0nsumer Protection Act (PL 111-203)
Data security and data privacy issues regarding consumer financial transaction data
Filing targets: Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Small Business Administration (SBA), Treasury, Dept of
Filing targets: Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Small Business Administration (SBA), Treasury, Dept of
Access to consumer permissioned financial electronic records; third-party bank vendor risk management guidance; implementation of Open Banking regime in the U.S.
Data security and privacy issues, including potential implementation of a federal data privacy and/ or breach notification regime
Financial data aggregation; Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); H.R. 4047 - Open Banking Study Act of 2019 (116th Congress); OCC third-party vendor risk management FAQs
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), Treasury, Dept of
Access to consumer permissioned financial electronic records, third-party bank vendor risk management guidance, implementation of Open Banking regime in the United States
Financial data aggregation; Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act; H.R. 4047 in the 116th Congress; OCC third-party vendor risk management FAQs.
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), Treasury, Dept of
Data security and data privacy issues regarding consumer financial transaction data
Filing targets: Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Small Business Administration (SBA), Treasury, Dept of
Financial data aggregation; Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act; H.R. 4047 in the 116th Congress; OCC third-party vendor risk management FAQs.
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Data security and privacy issues, including potential implementation of a federal data privacy and/or breach notification regime.
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of