2023 Fall Educational Symposium

Register now for the fall 2023 educational symposium

The San Diego County Treasurer-Tax Collector is pleased to invite you to register for our upcoming Fall 2023 Educational Symposium, on November 2, 2023.

This Symposium includes six educational sessions, featuring industry experts giving updates on issues that impact financial and government organizations. 

Join us to learn about a variety of topics, including the economy and real estate, hiring trends, cyber-crime, digital health and artificial intelligence, the risks of ransomware, and more.

Thursday, November 2, 2023
7:30am – Check in, Networking & Light Breakfast
8:15am - 3:45pm – Program

Educational Cultural Complex
4343 Ocean View Blvd.
San Diego, CA 92113

This is an important Symposium you don't want to miss! To learn more about CPE credits and requirements

Eligible symposium sessions that meet the National Association of State Boards of Accountancy (NASBA) requirements offer Continuing Professional Education (CPE) Credits.

To receive credit, full session attendance and participation in the session’s polling questions is required (per NASBA). Depending on eligible sessions and participation, 1-6 credits may be earned.

Not attending the full 50-minute session or answering the polling questions disqualifies attendees from receiving a CPE credit for that session.


REGISTER NOW! Space is limited

$70 includes a light breakfast, lunch and your parking pass for the event.


Check-In/Network/Light Breakfast

  • This will include a light breakfast, coffee and refreshments
  • Badges will be handed out at this time

Education Symposium Begins: Welcome Remarks

Dan McAllister,
San Diego County Treasurer-Tax Collector


Session 1: The Economy & Real Estate (1 CPE credit)

Henry Cisneros,
Chairman, American Triple I Partners, LLC


Session 2: The Financial Risks of Ransomware

Chris Christopherson, 
Special Agent, Federal Bureau of Investigation
Alex Southern, Executive Director in Global Security & Technology Controls, JP Morgan Chase

10:30-10:45am 15-Minute Break

Session 3: Market Update

Steve Westly,
Founder & Managing Partner, The Westly Group, and Former California State Controller


Session 4: In by 9, Hired by 5 - the New 9-5

Brandy Winterbottom,
Deputy Director, San Diego County Human Resources
Taryell Simmons, Human Resources Manager, San Diego County Equity, Diversity, and Inclusion Division

12:45-1:45pm 60-Minute Lunch Break

Session 5: Building A Learning Health System with Digital Health and AI

Christopher Longhurst, MD, MS,
Chief Medical Officer (CMO) and Chief Digital Officer (CDO) at UC San Diego Health


Session 6: An Economy in Suspended Animation

Gabriel Wisdom,
Co-Founder and Managing Director, American Money Management, LLC
Sabrina Unger, Managing Director, Research & Strategy at American Realty Advisors
Gary London, Senior Principal, London Moeder Advisor

3:45pm Program Concludes