Finance & Fintech conferences & trade shows in San Diego, CA

Nov 3–5, 2026·Manchester Grand Hyatt San Diego, San Diego, CA

Annual gathering of SBA 7(a) lenders, service providers and policymakers with sessions on SBA policy, lending trends and networking, plus a vendor area and a virtual attendance option.

Who it's for

SBA 7(a) lenders, associate members, service providers and policy leaders

Approx. size

Not published

Organizer

National Association of Government Guaranteed Lenders (NAGGL)

Year started

Unknown

Price

Full pass

• Current price: Virtual non-member: $1,995
• In-person non-member (sold out): $3,425

Member rates are lower; in-person non-member registration shown as sold out on the conference page.

Nov 10–12, 2026·San Diego, CA

In-person annual conference of the professional liability insurance community, with speakers, networking and a welcome reception aboard the USS Midway.

Who it's for

Professional liability insurance professionals

Approx. size

Not published

Organizer

Professional Liability Underwriting Society (PLUS)

Year started

Unknown

Price

Not published

Nov 16–18, 2026·Hilton San Diego Bayfront, San Diego, CA

In-person leadership and career development summit for women in the accounting and finance profession.

Who it's for

Women in the accounting and finance profession and those supporting them

Approx. size

Not published

Organizer

AICPA & CIMA

Year started

Unknown

Price

Not published

Nov 19–20, 2026·San Diego, CA

Two-day gathering of fintech operators and builders focused on payment rails, infrastructure and AI products.

Who it's for

Founders, operators, builders and senior leaders in fintech

Approx. size

1,500+ attendees

Organizer

Fintech Brainfood

Year started

Unknown

Price

Not published

Dec 6–9, 2026·San Diego, CA

Hybrid conference on digital transformation in accounting, covering cloud accounting, automation, analytics, cybersecurity, client advisory and AI for firm leaders and finance teams.

Who it's for

Accountants, CPA firm leaders and technology providers

Approx. size

Not published

Organizer

CPA.com (AICPA)

Year started

Unknown

Price

Full pass

• Current price: Non-member live online: $1,995
• Non-member on-site: $2,195

Jan 18–21, 2027·San Diego Convention Center, San Diego, CA

NextGen Benefits' annual conference for independent employee benefits brokers, focused on consultative C-suite selling, self-funded health plans and managing healthcare costs, with a tabletop exhibit hall of solution providers.

Who it's for

Independent employee benefits advisers, producers, account managers and agency leaders, plus benefits solution providers

Approx. size

Not published

Organizer

NextGen Benefits Network

Year started

Unknown

Price

Not published

Jan 25–27, 2027·San Diego, CA

Retreat-style forum bringing cleantech investors, corporates and innovators together for deal-making, with sessions on topics such as grid stability, critical minerals and water scarcity.

Who it's for

Cleantech investors, corporates and innovators

Approx. size

Not published

Organizer

Cleantech Group

Year started

Unknown

Price

Not published

Mar 14–17, 2027·Marriott Marquis San Diego, San Diego, CA

Annual seminar for compliance and legal professionals in financial services, with regulator conversations and over 70 CLE-eligible breakout sessions across seven tracks.

Who it's for

Compliance and legal professionals, senior industry leaders and regulators in financial services

Approx. size

Not published

Organizer

SIFMA

Year started

Unknown

Price

Not published

May 3–5, 2027·San Diego, CA

Annual conference for accounting, tax and finance professionals working in cooperatives, with education and peer networking.

Who it's for

Accounting, tax and finance professionals in the cooperative industry

Approx. size

Not published

Organizer

NSAC (National Society of Accountants for Cooperatives)

Year started

Unknown

Price

Not published

May 3–5, 2027·Gaylord Pacific Resort & Convention Center, San Diego, CA

Fintech conference known for rapid-fire live product demos, paired with sessions on banking innovation, AI and payments for financial institutions.

Who it's for

Bank and credit union executives, fintech founders and investors

Approx. size

1,200+ attendees

Organizer

Informa Connect

Year started

Unknown

Price

Full pass

• Current price: Early bird: $3,098 until Nov 6, 2026
• Standard: $3,698

All-Access Pass; startup and government discounts available

Aug 5, 2027·Marriott La Jolla, San Diego, CA

One-day trade show and education event for mortgage originators in San Diego, with an exhibit hall and an NMLS-approved continuing education class the next day.

Who it's for

Mortgage originators, brokers, processors and underwriters licensed through NMLS, plus lenders and vendors serving them

Approx. size

Not published

Organizer

Originator Connect Network (OCN)

Year started

Unknown

Price

Not published

Sep 8–9, 2027·San Diego, CA

Infocast conference on financing and investing in energy storage projects, drawing developers, tax equity investors, lenders and offtakers.

Who it's for

Storage developers, tax equity investors, capital and debt providers, advisors and offtakers

Approx. size

Not published

Organizer

Infocast

Year started

Unknown

Price

Not published

Oct 18–20, 2027·The US Grant, a Luxury Collection Hotel, San Diego, CA

Leadership forum for credit union CEOs to exchange ideas and discuss strategy.

Who it's for

Credit union CEOs of institutions of all sizes

Approx. size

Not published

Organizer

America's Credit Unions

Year started

Unknown

Price

Full pass

• Current price: Non-member: $4,880

Non-member in-person rate; discounted rates for members and Council members.