Client Collaborations
All Representative Cases
Regularly negotiates complex vendor contracts in light of the expectations of the various bank regulators, with a focus on financial technology providers, core processors, and other SaaS platforms.
Helped facilitate partnerships with emerging fintech companies by addressing matters involving permissible investments, joint ventures, and regulatory notifications and approvals.
Always “on call” to answer general operational questions, including those involving deposit accounts, funds transfers (e.g., wires, ACH transactions, etc.), and other common financial products and services.
Worked with banks and credit unions to review and revise client-facing documentation to make client onboarding and client service more enjoyable, including review of treasury management documents and forms, deposit account agreements, and similar documentation.
Successfully represented clients in grievance arbitrations over discipline, discharge, and collective bargaining agreement disputes.
Successfully represented clients in Unfair Labor Practice cases before the Oregon Employment Relations Board (ERB) and the National Labor Relations Board (NLRB).
For public and private employers, arbitrated grievance disputes involving discharges, lesser forms of discipline, unsatisfactory work performance, contract violations, duties and assignments, and wages and benefits. Public sector work includes interest arbitrations. Handled numerous unfair labor practice proceeding for public and private employers, involving issues such as arbitrability, deferral, blocking charges, interference, discrimination, bad faith bargaining, unilateral changes, and contract violations.
Arbitrated six-figure commercial distribution dispute about contractual duties and record-keeping. Award issued following full-day Zoom hearing and review of voluminous spreadsheets and financial records.
Arbitrated commercial fishing and hospitality industry business dissolution, property allocation, and accounting dispute. Interim management and final awards issued following four-day evidentiary hearing that included testimony by multiple financial and industry experts.