Meeting/Event Information

Guarding Your Tax Dollars: Accountability and Innovation in Sacramento

As Californians, we entrust our leaders with a massive $325+ billion state budget, yet too often, transparency takes a back seat to red tape. Enter Herb Morgan—a lifelong Californian, seasoned financial expert, and candidate for California State Controller who is ready to change the status quo.

With nearly four decades of financial market experience, Herb brings rare executive muscle to the table. As the founder of Efficient Market Advisors (EMA)—one of the nation's earliest ETF-based firms, which scaled to $1.5 billion in assets—and a former Wall Street Chief Investment Officer, he knows how to build, manage, and protect large-scale operations.

His commitment to accountability is equally rooted in public service. Appointed to the San Diego City Employees' Retirement System (SDCERS) Board by Mayor Jerry Sanders, Herb successfully overhauled financial reporting, restored corporate governance, and was elected Board Chair twice by his peers.

Now, Herb is bringing that same fierce integrity, entrepreneurial drive, and dedication to Sacramento. His campaign has a clear and urgent mission: transforming the Controller's office from a passive bookkeeper into an active guardian of taxpayer dollars. Through radical transparency, real-time fiscal oversight, and proactive, outcome-based audits, Herb Morgan is ready to eliminate waste, prevent fraud, and restore absolute trust in how California handles its finances.

What specific fiscal transparency initiative would you most like to see implemented first in California's state budget process?

Join us to hear Herb set out his vision!

NOTE: Luncheon program begins at 11:30 but PLEASE check in by 11:15 so that the ladies working at the registration table can take their seats and listen to the speaker.