2018 Municipal Debt Symposium

Municipal Debt Symposium

This symposium is designed to educate public entities about the aspects of debt financing, new debt instruments, federal compliance, and updates in the field of public finance. This symposium will provide a great opportunity to prepare staff to meet upcoming challenges involved with today’s debt issues. A must-attend!

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(Tentative, subject to change)

7:30 AM  Registration/Breakfast Buffet
8:30 AM    

Welcome Comments

Dan McAllister, Treasurer-Tax Collector; County of San Diego

8:35 AM Keynote Speaker: San Diego County District Attorney Summer Stephan
9:00 AM

Economic Update

Our panel of education finance experts will speak to many of the issues impacting schools throughout California.  This information will prove helpful as your agency plans for their future.

Moderated by:

Scott Patterson, Deputy Superintendent, Business Services; Grossmont Union High School District


Robert Miyashiro, Vice President; School Services of California

Ken Kapphahn, Principal Fiscal & Policy Analyst; Legislative Analyst’s Office

10:00 AM  Break
10:15 AM

Developing Your Message to The Community

If your agency issues any kind of debt, you will not want to miss this panel!  Together, the panelists bring a wealth of experience and knowledge of steps to take to best deliver your message to the voters.

Moderated by:

Mike Lee, Public Affairs Supervisor; San Diego County Water Authority


Jared Boigon, Partner; TBWB Strategies, San Francisco

Timothy McLarney, Ph.D., President; True North Research

11:15 AM

Municipal Market Update: Bond Issuance Considerations

Our panelists represent a cross-section of the key personnel involved in issuing debt to make sure your debt issuance dreams are fulfilled in a positive way.

Moderated by:

Michelle Issa, Senior Managing Director, Partner; Public Resources Advisory Group


Simon Wireki, Senior Vice President; Jefferies

Jen Hansen, Director; Standard & Poor’s

Jim Grandinetti, Partner, Head of Portfolio Management; Gurtin Municipal bond Management

12:15 PM
Lunch is served
1:15 PM

Assembling Your Bond Financing Team

If there’s one thing that all our panelists agree on, it’s that you need the best team for the best outcome of your bond issues.  Each of our panelists will share with us their experiences in assembling their successful teams!

Moderated by:

Dr. Paul Gothold, Superintendent; San Diego County Office of Education


Gregory Ottinger, Chief Business Officer, San Diego Unified School District

Andre Douzdjian, Department Director; San Diego Association of Governments

Scott Brickner, CFO/Treasurer; San Diego County Regional Airport Authority

2:15 PM

Billions to Spend: A Case Study

Joining us for this session are the Los Angeles Times reporters who uncovered a $5.7 billion bond boondoggle.  The bonds in question were issued by Los Angeles community colleges and didn’t exactly fulfill the goals that school officials originally intended.

Moderated by:

Gene Cubbison, Former Reporter; NBC 7 San Diego


Michael Finnegan, Reporter; Los Angeles Times

Gale Holland, Reporter; Los Angeles Times

3:15 PM                                                       
Program Concludes

Deadline to register: November 28, 2018 or until filled to capacity.

Seating is limited; register early!


Group Registration Form

You may optionally use this form to register a large group and receive a single invoice.

Payment Information

An invoice will be sent to the email address provided during registration. Checks can be made payable to "San Diego County Symposium Fund" and mailed to:

County Treasurer-Tax Collector
Attn: Symposium Coordinator
1600 Pacific Highway, Room 102
San Diego, CA 92101

Credit card payments are not accepted at this time. Although no refunds or credits will be given for cancellations, you may opt to send a substitute from your organization.

County of San Diego employees may pay via DART transfer.

For additional information, please contact:

Sign up for Symposium e-mail updates.