Summer 2023 Financial Symposium, July 27

Register Now

The San Diego County Treasurer-Tax Collector is pleased to invite you to register for our 15th annual Financial Symposium, being held on July 27, 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, safety in schools, cybercrime, artificial intelligence, and more

Thursday, July 27, 2023
7:15am – Check in & Networking
8:15am - 3:30pm – Program
Light breakfast, lunch and refreshments provided. 

San Diego County Operations Center
5500 Overland Ave. 
San Diego, CA 92123
Held in Chambers Room next to Commons Café

This is an important Symposium you don't want to miss! 


REGISTER NOW! Space  is Limited!

$70 includes a light breakfast and lunch.



7:15-8:15am Check-In/Light Breakfast

One Pill Can Kill: How Fentanyl is Impacting San Diego County and what every parent and every school can do to save lives. 

Fentanyl is the leading cause of death for people between the ages of 18 and 45 and it has claimed lives as young as 13 in San Diego County. Combatting fentanyl overdoses includes dedicated law enforcement efforts and prosecution along with effective prevention education at home, in our schools and in our community. It also requires accessible treatment for persons suffering from addiction. Join San Diego County District Attorney Summer Stephan as she addresses this crisis. 

Summer Stephan,
San Diego County District Attorney


Housing Market Outlook

Dr. Selma Hepp, Chief Economist for CoreLogic, America’s largest provider of advanced property and ownership information, gives an update on the housing market and mortgage trends. Learn how inflation and federal policy have impacted the regional and national housing market, the impact of elevated mortgage rates, buyer and seller trends, single-family rental market trends, investor home purchase activity, and investor impact on home prices and rents.

Selma Hepp,
PhD, Chief Economist, Executive at CoreLogic

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

Shall We Play a Game: Think Like a Hacker 

Discover the inner workings of cyber warfare alongside Frank Clowes, the Global leader of JPMorgan's Cybersecurity Red Team. This captivating session, led by a former National Security Agency hacker-turned-protector, delves into the psyche of hackers through simulated "cyber-attacks," where Clowes reveals a hacker's motives and strategies. Gain invaluable insights and innovative approaches to safeguard yourself and your organization from threats such as payments fraud, social engineering, and ransomware attacks. With Clowes's expertise, you can strengthen your cybersecurity posture and equip yourself with practical suggestions and best practices, further improving your organization's cybersecurity defenses. This opportunity unravels the complexities of cyber resilience, ensuring you are aware of the latest defense tactics to fortify your organization's cybersecurity in an ever-evolving digital landscape. 

Frank Clowes,
Global leader of JPMorgan's Cybersecurity Red Team


The New Economy

Recent labor unrest, rising interest rates, and a shifting global outlook all frame an economy that is evolving rapidly at the local, state, and national levels, let alone worldwide. This conversation with Kevin Klowden, Chief Global Strategist at the Milken Institute, will discuss how these changes are impacting numerous economic sectors, and discuss how they impact cities, counties and businesses.

Kevin Klowden,
Chief Global Strategist, Milken Institute

12:30-1:30pm 60-Minute Lunch Break

The Impact of Artificial Intelligence on Industry & Education

Sohaib Shaikh,
Vice President, State & Local Government - C3 AI
Matthew Tessier, PhD, Assistant Superintendent - Innovation, San Diego County Office of Education


A.I. Session #2

Pamela Naughton
Partner, Bienert Katzman Littrell Williams LLP
Jack Pellegrino,
San Diego County Director of Procurement
Dan O'Leary, Professor of Accounting, USC

3:30-3:35pm Program Concludes