2022 Debt Issuance Symposium

2022 Debt Symposium

November 3rd Debt Issuance Symposium
Consistently rated “great bang for your buck” by past attendees. Earn CPE credits for a great price! 

When: Thursday, November 3rd, 2022

Format: Webinar

Cost: $45

CPE Credits: Up to 4 CPE Credits

Do you play a role in raising or managing the public funds that finance the operations of your organization? If so, this Symposium is for you. Please join us to get an economic update, learn about ESG considerations in debt issuance, and hear the latest trends and projections in property taxes and school bond measures. 

Debt Issuance Symposium Details & Learning Objectives


9:00-10:00 AM PST

Economic Update on San Diego’s Regional Economy

Overview of San Diego's regional economy through three key lenses – industry composition, labor markets and consumer health. The presentation will place the most recent data in context of what they may be signaling in terms of a new normal post-pandemic and where the economy is headed in 2023. 

Ray Major
Deputy CEO, Chief Data and Analytics Officer and Chief Economist, SANDAG

Naomi Young
, Principal Economist, SANDAG

10:00-11:00 AM PST

A New Focus on Environmental, Social and Governance (ESG) Considerations for Local Agency Debt Issuance

This panel will discuss, from the perspective of a local agency, the marketing and legal considerations for designating agency indebtedness as Green Bonds or Social Impact Bonds and related considerations for disclosure practices and covenants concerning local environmental, social, and governance issues.

Carmen Vargas
, Director, Barclays U.S. Municipal Finance
Kevin Hale, ORRICK
Marc Bauer, ORRICK

11:00-11:10 AM PST

10-Minute Break

11:10-12:10 AM PST

San Diego County’s Large and Growing Tax Base

A review of where we have been and where we are going with property tax assessments and property tax revenue.

Jeff Olson
, Division Chief, San Diego Assessor/Recorder/County Clerk
Jordan Marks, Chief Deputy, San Diego Assessor/Recorder/County Clerk

12:10-1:10 PM PST One Hour Lunch Break
1:10-2:10 PM PST

California School Bond Measures: Under the Hood

Since the passage of Proposition 39 in November 2000, California voters have approved over 1,300 local school and community college bond measures totaling $180 billion. This presentation will cover how these bonds are structured and various financing options that a district can offer to its voters. We will also review and analyze underlying voter and historical election data that can often determine a measure’s chances of success.

Dale Scott
, President, Dale Scott & Company

2:10-2:15 PM PST

Program Concludes