November 2021 Local Agency Debt Symposium

Municipal Debt Symposium
Our online-only symposiums receive tremendous positive feedback. We are pleased to announce the next event in our educational series: the Local Agency Debt Symposium.
This symposium is designed to educate local agencies. Whether you’d want an Economic Update, learn the basics of Bond Issuance, Obtain Financial Best Practices, or understand how debt issues work on Ballot Measures; we offer it all in one place! We have speakers lined up that are at the top of their field ready to provide an opportunity to learn and be prepared in how to handle debt issues as how we see them today. This is something you don’t want to miss!


(Tentative, subject to change)

8:30 AM -
9:30 AM

Economic Update

Tom Porcelli,  Managing Director and Chief U.S. Economist at RBC Capital

9:30 AM -
10:30 AM  

Bond Basics

Sarah Hollenbeck,  Managing Director at PFM Financial Advisors LLC

10:30 AM - 10:40 AM Break
10:40 AM -
11:40 AM

Issuer Perspective: Financial Best Practices

Moderated by Mike Simonson,  Deputy Superintendent/Chief Business Official of the San Diego County Office of Education (SDCOE)

Cameron Urquhart,  CFA, Investment Officer at County of San Diego

Jade Bond-Turner Partner, Nixon Peabody LLP

11:40 AM -
12:40 PM

Ballot Measures


Tom Sheppard,  President and CEO, Shepard and Associates

Ruth Bernstein President & CEO at EMC Research Inc.

Joy Kummer Partner at TBWB Strategies

12:40 PM - 12:45 PM Program Concludes

Deadline to register: October 28, 2021 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

The only payment method accepted for this event is on our website by credit card or e-check. There is no additional charge to pay by credit card.

An invoice with payment instructions will be sent within 3 business days of your submission to the email address you provide. If you do not receive an invoice within three business days, please contact us.

Although no refunds or credits will be given for cancellations, you may opt to send a substitute from your organization.

For additional information, please contact:

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