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12/20/2016
<br />santa-ana.org/opengov/cal endar/fm sa/fguti er rez_C al endar.htm I
<br />Executive Dir
<br />Finance & Management Svcs (EM), Francisco
<br />Gutierrez
<br />November 01, 2016
<br />Tuesday
<br />9:30 AM -10:30 AM
<br />1st Qtr. Budget Review (CAO, PBA, PRCSA, PD)
<br />Invitees: Gutierrez, Francisco; Vidal, Sergio; Nguyen, Katrina; Barela, Waldo;
<br />Gonzalez, Miguel
<br />2:00 PM -3:00 PM
<br />Travel and Expense Policy Meeting
<br />Invitees: Ortiz, Daniel; Gutierrez, Francisco; Ro, Sarah; Elmore, Vicki;
<br />Mendoza, Maria Isabela; Gee, Connie; Vidal, Sergio
<br />3:00 PM -4:00 PM
<br />: Strategic Plan Update - October
<br />Invitees: Gonzalez, Miguel; Barela, Waldo; Simon, Sandra; Nguyen, Katrina
<br />4:00 PM -4:30 PM
<br />Banking Services RFP
<br />Invitees: Mancha, Minerva; Vidal, Sergio; Ro, Sarah; Guzman, Elizabeth;
<br />- Benavides, Angie; Flores, Jaime; Perez, Rosie; Nielsen, Hans; Gutierrez,
<br />Francisco
<br />November 02, 2016
<br />:. Wednesday
<br />10:30 AM -11:30 AM
<br />Banking Service Interviews/Demo - Wells Fargo
<br />Invitees: Mancha, Minerva; Vidal, Sergio; Perez, Rosie; Rubio, Elizabeth; Holt,
<br />Will; Ro, Sarah; Benavides, Angie; Guzman, Elizabeth; Flores, Jaime; Nielsen,
<br />_ Hans; Thayyil, Vinod; Gutierrez, Francisco; Jeannie Kabilafkas
<br />Jean nie.kabilafkas@wellsfarao.com; Ara Kojayan ara.kojayan@wellsfargo.com
<br />1:30 PM -2:30 PM
<br />:. Banking Services Interviews & Demo - MUFG Union Bank
<br />Invitees: Mancha, Minerva; Vidal, Sergio; Perez, Rosie; Rubio, Elizabeth; Holt,
<br />Will; Ro, Sarah; Benavides, Angie; Guzman, Elizabeth; Flores, Jaime; Nielsen,
<br />Hans; Thayyil, Vinod; Jay M. Goldstone - jooldstone(&us mufa io; Garrett Bell
<br />- ab�o.io; Ranette Douglas - Ranette.dogolas@unionbank com;
<br />David Mejia - a id.me'iaa@unionbank.com; Alexandra Ozawa -
<br />aozawa@us.mufg.jp
<br />November 03, 2016
<br />Thursday
<br />9:30 AM -10:30 AM
<br />Banking Services Interview / Demo - JP Morgan Chase
<br />Invitees: Mancha, Minerva; Vidal, Sergio; Perez, Rosie; Rubio, Elizabeth; Holt,
<br />Will; Ro, Sarah; Benavides, Angie; Guzman, Elizabeth; Flores, Jaime; Nielsen,
<br />Hans; Thayyil, Vinod; Gutierrez, Francisco; Kerwin Deese -
<br />kerwin.o.deese@iomoroan.com; George Hausler - george.v.hausler@jpmorgan
<br />.com; Jason Johnson - 3ason IS iohnson @Ipmorgan com; Marilyn K. Hardney
<br />- Marilyn.k. hard nev@i,emorgan com; Brian Page -
<br />brian.l.Daoe2jpmoraan com; David Tiscia - david.tiscia@jpmorgan.com
<br />November 04, 2016
<br />Friday
<br />12:00 AM -12:00 AM 9/80 City Hall Closed
<br />November 07, 2016
<br />Monday
<br />9:00 AM -10:00 AM Monthly Investment Committee Meeting
<br />Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Barela, Waldo;
<br />Castellon, Alvaro; Holt, Will; Mancha, Minerva; Perez, Rosie; Rubio, Elizabeth
<br />10:00 AM -11:00 AM Strategic Plan Update - October
<br />Invitees: Gonzalez, Miguel; Barela, Waldo; Nguyen, Katrina; Simon, Sandra
<br />2:00 PM -3:00 PM Supplies Inventory Policy Discussion
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