The Current State of San Diego County Finances


Dan McAllister has served San Diego County residents as the County’s Treasurer-Tax Collector since 2002. He was re-elected to his sixth term in June 2022. Dan oversees the collection of more than $8 billion in property taxes each year, the management of over $15 billion in the County’s Investment Pool, and the administration of the County’s over $1.5 billion deferred contribution program. Since assuming office, he has worked extensively to improve customer service, enhance communications and outreach initiatives, and ensure the fiscal stability of the treasury.

Join FEI San Diego as Dan McAllister shares his insights into San Diego County finances.
 
Prior to our dinner meeting, Strategic Partner RSM will lead our PD Session, "Financial Reporting Update." Each quarter, RSM's accounting thought leaders update middle market businesses on recently issued and proposed accounting guidance. Erica Lund, Assurance Manager | RSM and Kenia Alcalde, Assurance Manager | RSM, will discuss the implications and effects of that guidance on companies like yours.

AGENDA:
4:45 - 5:35 pm        PD Session
5:35 - 6:15 pm        Reception + Networking
6:15 - 8:00 pm        Dinner + Speaker

*Individuals who register as a Qualified Prospective Member must meet FEI's Membership Qualifications.
 

Speakers

Kenia Alcalde

Assurance Manager
RSM

Erica Lund

Assurance Manager
RSM US LLP

Dan McAllister

San Diego County Treasurer - Tax Collector

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Finance, Technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-live

Field

Economics, Technical

Prerequisites

None

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.