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HomeMy WebLinkAbout08-2014 GUTIERREZPage 1 of 3 Executive Director of Finance and Management Services Agency, Francisco Gutierrez August 01, 2014 Friday 12:00 AM -12:00 AM 'I, 9/80 City Hall Closed August 04, 2014 Monday 10:30 AM -11:00 AM ! Water Bond Proceeds Investment Sweep Discussion Invitees: Duque, Eddie; Holt, Will; Ta, Bich; Mancha, Minerva; Perez, Rosie; Gutierrez, Francisco 3:30 PM -4:00 PM!, Water Bond Proceeds Investment Sweep Follow -up Invitees: Duque, Eddie; Holt, Will; Ta, Bich; Mancha, Minerva; Perez, Rosie; Gutierrez, Francisco August 05, 2014 Tuesday 9:00 AM -10:00 AM 11:00 AM -11:30 AM 2:30 PM -3:00 PM 4:15 PM -4:45 PM 5:30 PM -8:00 PM August 07, 2014 Thursday 9:00 AM -10:00 AM 10:00 AM -11:00 AM 2:00 PM -3:30 PM August 08, 2014 Friday 9:50 AM -10:30 AM 10:30 AM -11:00 AM August 11, 2014 Monday 10:00 AM -11:00 AM FMSA Strategic Plan Items Invitees: Simon, Sandra; Gutierrez, Francisco; Castellon, Alvaro Financial Advisors Inquiry Regarding Housing Bonds Invitees: Cavazos, David; Landry- Bayle, Shelly; Gutierrez, Francisco J.P. Morgan Public Finance Team Introduction Invitees: Gutierrez, Francisco; shawn.dralle @jpmorgan.com Water Bond Signing Session Invitees: Ramirez, Teresa; Pulido, Miguel; Cavazos, David; Gutierrez, Francisco; Huizar, Maria City Council Meeting Review to finalize FMSA Strategic Plan spreadsheet Invitees: Simon, Sandra; Castellon, Alvaro; Gutierrez, Francisco Treasury Weekly Meeting Invitees: Mancha, Minerva; Gutierrez, Francisco; Perez, Rosie; Chairez, Monica; Vargas, Mirella; Barela, Waldo CDIAC Webinar: Bond Cash Flow Literacy Interim Treasury Manager Transition Briefing Invitees: Gutierrez, Francisco; Holt, Will State of CA Drought Legislation Implementation Discussion Invitees: Shannon Litchfield; Vargas, Mirella; Nielsen, Hans; Dix, Tom; Holt, Will; Gutierrez, Francisco http: / /www. ei. santa -ana. ca.uslopengovl calendar lfmsa /fgutierrez_Calendar.html 9/11/2014 1:30 PM -2:00 PM 4:30 PM -5:00 PM August 12, 2014 Tuesday 9:00 AM -9:30 AM August 13, 2014 Wednesday 9:00 AM -10:00 AM 10:30 AM -12:00 PM August 14, 2014 Thursday 10:00 AM -11:00 AM August 15, 2014 Friday 12:00 AM -12:00 AM August 18, 2014 Monday 9:00 AM -10:00 AM 10:00 AM -10:45 AM 11:30 AM -12:00 PM August 19, 2014 Tuesday 9:30 AM -10:30 AM August 20, 2014 Page 2 of 3 1st Floor City Hall Public Access - Security and Customer Services Review Invitees: Flores, Alma; Foulkes, Matt; Gominsky Jr, Kenneth; Caraig, Gerald; Link, Patricia; Aguilar, John; Smiley, Ellen; Rojas, Carlos; Landry - Bayle, Shelly; Sheldon, Brian; Haluza, Karen; Gutierrez, Francisco; Kutner, Scott; Poncedeleon, Rosa OCIAC; Ibarra, Ruben; Hodge, Ryan; Mancha, Minerva; Chairez, Monica; Vargas, Mirella (MVargas @santa- ana.org); Holt, Will IPS meters & Pay by Phone Implementation Briefing Invitees: Rodriguez, Arturo; Gutierrez, Francisco; Holt, Will Push to Meter Pay by Cellphone Review Invitees: Cavazos, David; Gutierrez, Francisco; Rodriguez, Arturo Legislative Status Update Meeting Invitees: Gutierrez, Francisco; Cortez, Robert; Duque, Eddie; Holt, Will BI- WEEKLY MEETING FINANCE EXEC DIR /FLEET MANAGER Invitees: Longobart, Rick; Gutierrez, Francisco !, Executive Management Team Meeting (EMT) Invitees: Cavazos, David; Brown, Scott (OCFA); Carvalho, Sonia R.; Galvez, William E.; Gutierrez, Francisco; Huizar, Maria; Mouet, Gerardo; Raya, Edward; Rojas, Carlos; Sonia bbk; I Treasury Weekly Meeting Invitees: Mancha, Minerva; Gutierrez, Francisco; Perez, Rosie; Chairez, Monica; Vargas, Mirella; Barela, Waldo 9/80 City Hall Closed General Status on Finance Strategic Plan Projects Invitees: Castellon, Alvaro; Gutierrez, Francisco; Barela, Waldo; Simon, Sandra Treasury Projects Review Invitees: Gutierrez, Francisco; Holt, Will State Controller's Office Auditor Intro -Asset Review (DOF) Invitees: Gorospe, Susan; Gutierrez, Francisco; Ta, Bich; Ro, Sarah Water Rate Financial Plan Discussion Invitees: Gutierrez, Francisco; Ta, Bich; Ro, Sarah; Duque, Eddie http: / /www. ci. santa- ,ma.ca.uslopengovl calendar /fmsalfgutierrez_Calendar.html 9/11/2014 Page 3 of 3 Wednesday 8:30 AM -9:00 AM Review of Mgt. Aide Exam 8:15 AM -8:45 AM Invitees: Barela, Waldo; Sommers, Jennifer; Gutierrez, Francisco 10:30 AM -12:00 PM Executive Management Team Meeting (EMT) 11:30 AM -1:00 PM' Invitees: Cavazos, David; Brown, Scott (OCFA); Carvalho, Sonia R.; 12:00 PM -1:00 PM Galvez, William E.; Gutierrez, Francisco; Huizar, Marla; Mouet, August 29, 2014 Gerardo; Raya, Edward; Rojas, Carlos; Sonia bbk; 2:00 PM -3:30 PM CDIAC Webinar: Economics and Structures August 21, 2014 800 Mhz Financing Update Thursday Invitees: Carroll, Robert; Gutierrez, Francisco; Cortez, Robert; Horner, 10:00 AM -11:00 AM Treasury Weekly Meeting Invitees: Mancha, Minerva; Gutierrez, Francisco; Perez, Rosie; Chairez, Monica; Vargas, Mirella; Barela, Waldo August 25, 2014 Monday 8:15 AM -8:45 AM ',, Meet w /Interview Panel -Asst Finance Director 9:30 AM -10:30 AM Fleet Budget Review 11:30 AM -1:00 PM' Invitees: Gutierrez, Francisco; Barela, Waldo; Laugenour, Chris 12:00 PM -1:00 PM Lunch w /Interview Panel August 26, 2014 Tuesday 9:00 AM -9:30 AM ! Discuss Budget Office Positions !. Invitees: Barela, Waldo; Gutierrez, Francisco 11:30 AM -1:00 PM' Lunch Meeting: Water Bond wrap -up Review and Update on New Continuing Disclosure Requirements August 29, 2014 Invitees: Cervantes, James R (Public Finance); Gutierrez, Francisco; Friday Duque, Eddie; Amezcua, Raul (Public Finance) 3:00 PM -4:00 PM 800 Mhz Financing Update Invitees: Carroll, Robert; Gutierrez, Francisco; Cortez, Robert; Horner, Tina August 2S, 2014 Thursday 2:00 PM -2:30 PM Staff Probation Review Invitees: Gutierrez, Francisco; Holt, Will; Vargas, Mirella 3:00 PM -3:30 PM Corporate Yard Gym Replacement Discussion Invitees: Simon, Sandra; Gutierrez, Francisco August 29, 2014 Friday 12:00 AM -12:00 AM 9/80 City Hall Closed http: / /www.ei.santa- ana.ca.us /opengov/ calendar /fmsa/fgutierrez_Calendar.html 9/11/2014