Debt Issuance Symposium Details & Learning Objectives

Symposium Details: In this symposium, you will receive an Economic Update, reviewing our regional economy through three key lenses. We will also dive into the world of ESG where our panel will be discussing marketing and legal considerations from the perspective of a local agency when it comes to designating bonds. The third panel will discuss the past and future of property taxes. Lastly, our symposium will delve into School Bond Measures and how they are structured, as well as review historical election data that can be used to determine future voting tendencies of a bond measure. 

Who Will Benefit:

CFO/Finance Director, Controller, Budget Manager & Analyst, Treasurer, Department Director, Finance Personnel

Learning Objectives: 

  • Provide understanding of the San Diego region’s economy to give context to how key data points and indicators can convey potential strengths and weaknesses in current and near-term future economic conditions.
  • Learn about and prepare for the impact of Environmental, Social and Corporate Governance (ESG) initiatives and disclosure considerations including why investors care about ESG and whether there is a cost benefit to issuing ESG bonds.
  • Learn the basics of Proposition 13, Proposition 8 and how Proposition 19 can provide individuals substantial property tax savings, as well as the four major elements to property tax revenue growth and how real estate market conditions affect those elements.
  • Learn how proposed California school district bond measures can be structured to save taxpayers money, how these bond measures can be structured to provide funding for the construction of below-market rental housing for teachers and staff members and why the selection of a particular election date is impactful on the potential for voter approval.