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<br />Assistant Dir of Finance and Management Svcs (MM), Sergio Vidal
<br />_LUAust 01� 201s
<br />Wednesday
<br />9:30 AM -11:30 AM v
<br />__ __ _ _ ____
<br />Executive Management Team Weekly Meeting
<br />Invitees: Godinez, Raul; Cortez, Robert; Huizar, Maria; Carvalho, Sonia
<br />R.; Gutierrez, Francisco; Ciulla, Jack; Valentin, David; Black, Randy
<br />(OCFA); Flores, Rosa; Cruz, Yesenia; Gallardo, Liduvina; Mitre -Ramirez,
<br />Norma; Sangenito, Cindi; Torres, Melanie; Plotnik, Elizabeth;
<br />'jocelyncasillas@ocfa.org'; Ortiz, Lorrie; Barela, Rosa; Castro -Cardenas,
<br />Julie; Garcia, Jorge (CMO); Houston, Nicole; Pham, Steven; Mendoza,
<br />Steven; Jurado, Jeannie; Nunez" RalPh__
<br />3:30 PM -4:00 PM
<br />CARE ambulances services
<br />_
<br />_
<br />Invitees: Vidal, Sergio; Holt, Will; Rodriguez, Arturo
<br />5:30 PM -6:00 PM
<br />_
<br />� �
<br />457 Discussion —
<br />Invitees: Castellon Alvaro• Vidal Sergio
<br />Au ust 02 2018
<br />_ —__— _
<br />Thursday_
<br />9:30 AM -11:00 AM
<br />Quarterly Sales Tax Meeting
<br />Invitees: Doug Jensen; Holt, Will; Morley, Marc; Sanchez, Deborah; de la
<br />Riva, Carlos; Vidal, Sergio; Barela, Waldo; Castellon, Alvaro; Rubio,
<br />_Elizabeth
<br />10:00 AM -10:30 AM
<br />_
<br />_EnterQrise Fund Compliance
<br />Invitees: Cortez, Robert; Sweiss, Fuad; Galvez, William E.; Guillen,
<br />Pedro; Vidal, Sergio; Mercado, Dane[]; Godinez, Raul; Mercer, Margaret_
<br />11:00 AM -12:00 PM
<br />FMSA-Division Head Meeting
<br />Invitees:
<br />Vidal, Sergio; Barela, Waldo; Ro, Sarah; Flores, Jaime; Perez, Sandy;
<br />Holt, Will; Herschleb, Dan; Aguilar, John; Rodriguez, Arturo; Laugenour,
<br />Castel IonLAlvaro
<br />2:00 IPM -3:00 PM -3:00 PM
<br />Salar Matrix Removal Pro'ect Plan
<br />___
<br />_ __ _ __ ___
<br />Invitees: Fruchter, Bruce; Vidal, Sergio; Flores, Jaime; Martinez, Maria
<br />(Finance); Hanes, Carrie; Mostafa, Haney; Knight, Debbie; Ciulla, Jack_
<br />4:00 PM -4:30 PM
<br />PD Evidence Refunds
<br />_
<br />__ ___ _ __ _
<br />Invitees: Ro, Sarah; Vidal, Sergio; Ortiz, Daniel; Robles, Nancy; Mancha,
<br />Minerva
<br />Minerva--.----.---.
<br />August
<br />August 03, 2018
<br />Friday_®.._,._____-__.r_�.._
<br />3:30 PM -4:30 PM
<br />YE Calculation and UAL
<br />_
<br />InviteeslVidal� Sergio; Ro, Sarah; Ba rela�Wa ldo
<br />August 06, 2018
<br />Monday -.--
<br />10_00 AM -11:00 AM
<br />960140 City of Santa Ana- Weekly checkpoint call_
<br />Invitees: Timothy Brockling; Castellon, Alvaro; Javier Obando; Darren
<br />Stewart; chadn@bfsg.com; Julie Klassen; Carol Blumenthal; Austin
<br />Imhof; Andrew Houselog; James Schauer; Elizabeth Weinberg; Anugrah
<br />Manzke; Carrie Donzella; VidalLSergio _^ _
<br />3:30 PM -4_:00_ PM_________
<br />of Invoices Charged to Liability Accounts
<br />__—Discussion
<br />_
<br />Invitees: Scott-Leistra, Deborah�Barela, Waldo; Vidal, Sergio^
<br />5:00 PM -6:00 PM�
<br />Banking Options_
<br />Invitees: Thai, Minh; Sweiss, Fuad; Mendoza, Steven; Vidal, Sergio;
<br />Barela, Rosa; Flore"s, Rosa
<br />_
<br />August 07, 2018
<br />Tuesday -
<br />11:00 AM -12__:00 PM Cit of Santa Ana- Discussion_'_
<br />— _
<br />Invitees: Timothy Brockling; Castellon, Alvaro; Javier Obando; Darren
<br />Stewart; chadn@bfsg.com; Julie Klassen; Carol Blumenthal; Austin
<br />Imhof; Andrew Houselog; lames Schauer; Elizabeth Weinberg; Anugrah
<br />Manzke; Carrie Donzella; Vidal, Sergio
<br />_ _ ___
<br />2:30 PM -3:00 PMEnterprise
<br />3:30 PM -4:30 PM.
<br />Fund Compliance
<br />Invitees: Sweiss, Fuad; Cortez, Robert; Guillen, Pedro; Galvez, William
<br />E.; Mercado, Danell; Mercer, Margaret; Vidal, Sergioazquez�Yasmin _
<br />Budget and Finance Website and Intranet
<br />______ _.
<br />Invitees: Barela, Waldo; Green, Alex; Vengco, Vanessa; Rubio, Elizabeth
<br />____
<br />-August 08, 2018
<br />http://www.santa-ana.org/opengov/calendar/fmsa/svidal_Calendar.html 9/11/2018
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