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Bates News, Bates Research  |  09-02-22

2022 Summer Roundup – What You Missed, What Is Happening This Fall

Image © [Sunny studio] /Adobe Stock

Bates In the News:

Bates Welcomes Paul Lambert, Former Bank of America Chicago Market President and Merrill Lynch Midwest Division Executive, as a Strategic Advisor and Consulting Expert - Bates Group

We've Moved! Bates Relocates to Lincoln Center in Portland - Bates Group

Bates Group Expands its National MSB, FinTech, and Cryptocurrency Practice - Bates Group

Bates Welcomes New Consulting and Testifying Experts – June 2022 - Bates Group

Bates Managing Director Julie Johnstone Quoted in InvestmentNews Article on Reg BI and FINRA Arbitration - Bates Group

Bates Managing Director Brandi Reynolds Quoted on the Pending Regulatory Framework for Crypto and Virtual Assets - Bates Group

See All Bates News & Events

Bates Industry Articles and Alerts:




Bonus Track:

Here's a fun song to get you moving and grooving with that summer feeling.

Join us this Fall!

  • September 7thACAMS Chapter Meeting: Cryptocurrency from A to Z webinar – Brandi Reynolds, Managing Director, AML & Compliance, is speaking.
  • September 13th - Southeast Women in Finance (SWIFs) Virtual Lunch and Learn, Fireside Chat: Crypto in the News – Brandi Reynolds is speaking.
  • September 19th - SIFMA C&L Regional Seminar, Charlotte, NC – Meet up with Bates Leaders and Experts.
  • September 19-22nd - MTRA Annual Conference, Fort Worth, TX – Meet Bates AML Expert and Strategic Advisor Connie Fenchel.
  • September 30th - FSDA Industry Outreach Program , Boca Raton, FL – Join Jennifer Stout, Bates CEO and FSDA President. Bates is a diamond sponsor.
  • October 5-7th - South Carolina Blockchain Conference , Charleston, SC – Brandi Reynolds is speaking.
  • October 17-19th - NSCP National Conference, National Harbor, MD – Managing Director Hank Sanchez is speaking. Visit the Bates Compliance Booth # 25 and connect with Director Rory O’Connor.
  • October 10th - IAMTN Summit 2022, London, UK – Bates Advisor and Consultant Rob Ayers is speaking.
  • October 10-13th - InFin Money Trends 2022, Austin, TX – Brandi Reynolds and Connie Fenchel are presenting.
  • November 3-6 - NAWL General Counsel Institute, New York City, NY – Join Bates Managing Director Jennifer Cunningham and Bates Expert Sheila Murphy. Bates is a sponsor.

Need Assistance?

For additional information and practice support, please Contact Us today and follow the links below to Bates Group’s Practice Area pages. Our team is always delighted to take your calls at 503-772-6770.

Consulting and Expert Testimony

Securities and Financial Services Litigation

Data Analyses and Analytics

Bates Compliance

MSBs, FinTech, and Virtual Assets

Regulatory and Internal Investigations

Bates AML and Financial Crimes

Forensic Accounting and Economic Damages

Annuity, Insurance, and Actuarial Services

Contact Bates Group

Bates Group is with you every step of the way. Contact us today for more information on how our End-to-End Solutions can help your firm.