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<br />Executive Dir Finance February 2023.htm 
<br />Executive Dir Finance & Management Svcs 
<br />EM Kathryn Downs 
<br />February 01 2023 
<br />Wednesday 
<br />7:30 AM-5:30 PM CSMFO Conference in Sacramento 
<br />February 02 2023 
<br />Thursday 
<br />7:30 AM-5:30 PM CSMFO Conference in Sacramento 
<br />February 03 2023 
<br />Friday 
<br />8:00 AM-5:00 PM 
<br />Santa Ana City Hall Closed 
<br />Monday 
<br />February 06 2023 
<br />3:00 PM-4:00 PM Today: Fiscal Officers Monthly Department Business Meeting 
<br />February 07 2023 
<br />Tuesday 
<br />9:00 AM-9:30 AM 
<br />FY23-24 Indirect Cost Allocation 
<br />Invitees: Downs Kathryn; Ro Sarah; Trinidad Alexander; McCarron Shannon; Do Anne 
<br />10:00 AM-11:30 AM 
<br />Deferred Compensation Plans Recordkeeping and Administration - Review 
<br />Invitees: Andrade, Kristin; Downs, Kathryn; Trinidad, Alexander; Perez, Rosie; Murray, James; 
<br />Dizon Daniel; Pierce Eva 
<br />3:00 PM-3:30 PM 
<br />Kathryn Downs Finance Exec Dir(Standing Meeting) 
<br />Invitees: Ride Kristine Downs Kathryn 
<br />February 08 2023 
<br />Wednesday 
<br />9:00 AM-10:00 AM 
<br />1:1 Kat & Alex T. 
<br />Invitees: Downs Kathryn; Trinidad Alexander 
<br />10:00 AM-10:30 AM 
<br />Discuss Contractor BL List 
<br />Invitees: Downs Kathryn; Jimenez Hector; Gutierrez Alejandra 
<br />11:00 AM-12:00 PM 
<br />1:1 Kat & Lulu 
<br />Invitees: Downs Kathryn; Medel Lulu 
<br />3:00 PM-4:00 PM 
<br />ISF review 
<br />Invitees: Downs Kathryn; Do Anne; Trinidad Alexander 
<br />February 09 2023 
<br />Thursday 
<br />10:00 AM-11:30 AM 
<br />EMT Bi-weekly Meeting 
<br />Invitees: Ridge, Kristine; Carvalho, Sonia R.; James Henerey; Downs, Kathryn; Plotnik, 
<br />Elizabeth; Saba, Nabil; Ciulla, lack; Valentin, David; Eakins, Paul; Mendoza, Steven; 
<br />Sternberg, Brian; Thai, Minh; Soto, Daniel; Motsick, Jason; Rodriguez, Robert; Scott, 
<br />Hawk; Yocely OCFA Galindo; Garcia Michael CDA ; Orozco Norma 
<br />2:30 PM-3:00 PM 
<br />Prepare for SDI Meetings 
<br />Invitees: Andrade, Kristin; Downs, Kathryn; Benavides, Angie; Do, Anne; Fernandez -Arroyo, 
<br />Juana; Flores, Jaime; Gee, Connie; Gutierrez, Alejandra; Guzman, Elizabeth; Li, Carey; Lopez, 
<br />Karla; Martinez, Maria (Finance); McCarron, Shannon; Medel, Lulu; Mendoza, Maria Isabela; 
<br />Ortiz, Daniel; Perez, Rosie; Pierce, Eva; Pineda, Melissa; Ro, Sarah; Robles, Nancy; Rosales, 
<br />Lianne; Trinidad Alexander; Valadez John; Vo Thu ; Yu Jasmine 
<br />3:00 PM-3:30 PM 
<br />1:1 Kat & Alex G. 
<br />Invitees: Downs Kathryn; Gutierrez Alejandra 
<br />February 10 2023 
<br />Friday 
<br />February 13 2023 
<br />Monday 
<br />7:30 AM-8:00 AM 
<br />Treasury & Customer Service Division Announcement 
<br />Invitees: Gutierrez, Alejandra; Downs, Kathryn; Trinidad, Alexander; Andrade, Kristin; 
<br />Jimenez, Hector; Camacho, Daphne; Gonzalez, Jessica; Cuellar, Carmen; Martinez, Maria 
<br />Lucero; Cazales, Elizabeth; Garcia, Yuliana; Becerra, Roxanna; Gordiano, Leticia; Garcia, Alan; 
<br />Chavez, Alfonso; Amezcua, Ariana; Jimenez, Ruben; Garcia, Nancy; Guillen, Leslie; Arevalo, 
<br />David; Luna, David; Valle, Anthony; Lopez, Francisco; Cung, Kha; Guillen, Andrew; Garrido, 
<br />Rafael; Ambriz, Stephanie; Rosales, Lianne; Victoria, Arnet; Cazales, Maria; Rodriguez, 
<br />Wendy; Morales Alma; Garcia Elena 
<br />9:00 AM-10:00 AM 
<br />ERP Project: GL J/E Financial Statements 
<br />Invitees: Ciulla Jack; Downs Kathryn; Ro Sarah; Mendoza Maria Isabela 
<br />1:00 PM-2:00 PM 
<br />ERP System RFP Develo ment Project Kickoff 
<br />Invitees: Ciulla, Jack; Downs, Kathryn; Motsick, Jason; Radic, Milanka; Trinidad, Alexander; 
<br />Ro, Sarah; Mendoza, Maria Isabela; Gee, Connie; Ortiz, Daniel; Valadez, John; Scott-Leistra, 
<br />Deborah; Benavides, Angie; Robles, Nancy; Vo, Thuy; Yu, Jasmine; Lopez, Karla; Pierce, Eva; 
<br />Araiza, Fatima; Pierson, Victoria; Lambert, Samantha; Guzman, Elizabeth; Fernandez -Arroyo, 
<br />Juana; Gutierrez, Alejandra; Pineda, Melissa; Rosales, Lianne; Li, Carey; Perez, Rosie; 
<br />McCarron, Shannon; Do, Anne; Medel, Lulu; Flores, Jaime; Martinez, Maria (Finance); 
<br />Schnaider, Lori; Murray, James; Durham, Daniel; Dizon, Daniel; Lee, Kelli; Figueroa, Ramon; 
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