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11/14/2018 <br />Finance Executive Director Monthly Calendar i The City of Santa Ana <br />October 12, 2018 <br />Friday <br />8:00 AM -5:00 PM <br />TEAM BUILDING & STRATEGIC PLANNING <br />Invitees: Ortiz, Lorrie; Sweiss, Fuad; Valentin, David; Funk, John; Garcia, <br />Jorge (CMO); Thai, Minh; Nunez, Ralph; Godinez, Raul; Cortez, Robert; Vidal, <br />Sergio; Mendoza, Steven; Pham, Steven; Huizar, Maria <br />October 15, 2018 <br />Monday <br />9:00 AM -10:00 AM <br />RFCA Review <br />Invitees: Ramirez, Teresa; Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; <br />Ro, Sarah; Perez, Sandy <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 Stewart; <br />chadn@bfsg,com; Julie Klassen; Carol Blumenthal; Austin Imhof; Andrew <br />Houselog; James Schauer; Elizabeth Weinberg; Anugrah Manzke; Carrie <br />Donzella; Vidal, Sergio; Dallas Chastain; John Borne <br />2:00 PM -3:30 PM <br />Plan Sponsor Website Training <br />Invitees: Amezcua, Ariana; Castellon, Alvaro; Mendoza, Luisa; Flores, Jaime; <br />'carol. bl u menthal@prudential.com' <br />3:30 PM -4:00 PM <br />Discuss MPT projects <br />Invitees: Vidal, Sergio; Jimenez, Hector; Rodriguez, Arturo; Aguilar, John; <br />Laugenour, Chris; Castellon, Alvaro; Holt, Will; Ro, Sarah <br />4:00 PM -5:00 PM <br />Credit Card Meeting <br />Invitees: Ortiz, Daniel; Vidal, Sergio; Ro, Sarah; Elmore, Vicki; Perez, Sandy; <br />Kim, Yoon <br />6:00 PM -7:00 PM <br />Informational Overview of the City of Santa Ana <br />Invitees: Garcia, Jorge (CMO); Vidal, Sergio; Mendoza, Steven; Valentin, <br />David; Huizar, Maria; Ciulla, Jack; Perez, Daisy; Castro -Cardenas, Julie; <br />Carvalho, Sonia R.; Sweiss, Fuad; Cortez, Robert; Pham, Steven; Nunez, <br />Ralph; Thai, Minh; Godinez, Raul <br />October 16, 2018 <br />Tuesday <br />2:00 PM -2:30 PM <br />general ledger 3rd party liability <br />I <br />TDiscuss <br />https://www.santa-ana.org/fi/executive-director-monthly-calendar 5/11 <br />