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HomeMy WebLinkAbout01-2020 DOWNS2/6/2020 Finance Director Monthly Calendar i The City of Santa Ana Executive Dir Finance & Management Svcs (EM), Kathryn Downs January 01, 2020 Wednesday 7:30 AM-5:30 PM Holiday January 02, 2020 Thursday January 03, 2020 Friday 9:00 AM-10:00 AM Annual Review Invitees: Downs, Kathryn; Vidal, Sergio 11:00 AM-11:30 Discuss BBK Review with Lulu Medal AM January 06, 2020 Monday 9:00 AM-9:30 AM Discuss Investment Responsibilities Invitees: Downs, Kathryn; Vidal, Sergio 9:30 AM-10:30 AM UFI Meeting on pension analysis Invitees: Downs, Kathryn; Vidal, Sergio 9:30 AM-11:00 AM City of Santa Ana Pension UAL Study Kick -Off and Continuing Disclosure Discussion Invitees: 'Michael Busch` Downs, Kathryn; Vidal, Sergio; Julio Morales 11:00 AM-12:00 PM Standing Meeting with Executive Director of Finance Kathryn Downs Invitees: Iglesias, Cecilia; Downs, Kathryn; 'iglesias4sausd@gmail.com' 1:30 PM-2:00 PM Discuss Cannabis Fund Invitees: Ridge, Kristine; Carvalho, Sonia R.; Valentin, David; Thai, Minh; Downs, Kathryn 3:00 PM-4:00 PM City Projects Review Meeting https://w .santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 1/5 2/6/2020 Finance Director Monthly Calendar i The City of Santa Ana Invitees: Thai, Minh; Holt, Will; Mendoza, Steven; Fregoso, Vince; Brown, Judson; Ortiz, Lorrie; Gabriel, Jason; Kwak, Jason; Nunez, Alvaro; Flores, Rosa; Higgins, Taig; Zurita, Bianca; Ridge, Kristine; Perez, Daisy; Galvez, William E.; Sweiss, Fuad; Pezeshkpour, Ali; Carvalho, Sonia R. January 07, 2020 Tuesday 9:30 AM-10:00 AM 1:1 Lulu Medel & Kathryn (standing) Invitees: Downs, Kathryn; Medel, Lulu 11:00 AM-12:00 PM Tyler EnerGov Demo for Business Tax Invitees: Torres, Melanie; Downs, Kathryn; Ciulla, Jack; Radic, Milanka; Thayyil, Vinod; Pasha, Steve; Wynne, Barbara; Nguyen, Francis; Holt, Will; Jimenez, Hector January 08, 2020 Wednesday 10:00 AM-12:00 PM EMT Meeting Invitees: Ridge, Kristine; Carvalho, Sonia R.; Ciulla, Jack; Downs, Kathryn; Gomez, Daisy; James Henerey; Mendoza, Steven; Pham, Steven; Rudloff, Lisa; Thai, Minh; Valentin, David; Saba, Nabil; Perez, Daisy; Soto, Daniel; Eakins, Paul; Zapata, Angela; Flores, Rosa; Aspeitia, Yessenia 2:00 PM-3:00 PM FMSA Division Head Meeting (Standing) Invitees: Downs, Kathryn; Vidal, Sergio; Barela, Waldo; Herschleb, Dan; Holt, Will; Medel, Lulu; Perez, Sandy; Andrade, Kristin; Ro, Sarah 3:00 PM-4:00 PM BBK Review of POA Payroll Invitees: Ridge, Kristine; Downs, Kathryn; Pham, Steven; Medel, Lulu January 09, 2020 Thursday January 10, 2020 Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed January 13, 2020 Monday https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 2/5 2/6/2020 Finance Director Monthly Calendar i The City of Santa Ana 10:00 AM-12:00 PM ClearSource Preliminary CAP and ISF Charges Invitees: Barela, Waldo; Vidal, Sergio; Downs, Kathryn; Ro, Sarah 10:00 AM-12:00 PM Placeholder for ISFs and Indirect Cost Discussion Invitees: Barela, Waldo, Vidal, Sergio, Ro, Sarah, Downs, Kathryn 2:00 PM-3:00 PM Investment Process Support Proposal Meeting Invitees: Gutierrez, Alejandra; Downs, Kathryn; Holt, Will 3:00 PM-4:00 PM City Projects Review Meeting Invitees: Thai, Minh; Holt, Will; Mendoza, Steven; Fregoso, Vince; Brown, Judson; Ortiz, Lorrie; Gabriel, Jason; Kwak, Jason; Nunez, Alvaro; Flores, Rosa; Higgins, Taig; Zurita, Bianca; Ridge, Kristine; Perez, Daisy; Galvez, William E.; Sweiss, Fuad; Pezeshkpour, Ali; Carvalho, Sonia R. January 14, 2020 Tuesday January 15, 2020 Wednesday 10:00 AM-12:00 PM Executive Management Team bi-Weekly Meeting Invitees: Ridge, Kristine; Gomez, Daisy; Thai, Minh; Downs, Kathryn; Soto, Daniel; Pham, Steven; Eakins, Paul; James Henerey; Mitre -Ramirez, Norma; Perez, Daisy; Carvalho, Sonia R.; Ciulla, Jack; Valentin, David; Saba, Nabil; 'sonia.carvalho@bbklaw.com'; Rudloff, Lisa, Mendoza, Steven, Sternberg, Brian 2:00 PM-3:00 PM FMSA Division Head Meeting (Standing) Invitees: Downs, Kathryn; Vidal, Sergio; Barela, Waldo; Herschleb, Dan; Holt, Will; Medel, Lulu; Perez, Sandy; Andrade, Kristin; Ro, Sarah 3:30 PM-4:00 PM Kathryn Downs, Finance Exec Dir (Standing Meeting) Invitees: Ridge, Kristine; Downs, Kathryn January 16, 2020 Thursday 9:00 AM-9:40 AM Civic Center funding Invitees: Saba, Nabil; Mercer, Margaret; Vidal, Sergio; Downs, Kathryn https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 3/5 2/6/2020 Finance Director Monthly Calendar i The City of Santa Ana 9:00 AM-9:30 AM Monthly Investment Meeting Invitees: Perez, Rosie; Vidal, Sergio; Holt, Will; Downs, Kathryn; Gutierrez, Alejandra 2:00 PM-3:00 PM 2019 Q3 Sales Tax including Measure X Invitees: Barela, Waldo; Downs, Kathryn; Vidal, Sergio; Holt, Will; Mendoza, Steven; Morley, Marc; Vazquez, Sylvia; Castellon, Alvaro; 'Doug Jensen' January 17, 2020 Friday 10:00 AM-10:30 Lulu Medel Performance Evaluation w/ Kathryn AM Invitees: Downs, Kathryn; Medel, Lulu 2:30 PM-3:00 PM Kristin Andrade Performance Evaluation w/Kathryn Invitees: Downs, Kathryn; Andrade, Kristin January 20, 2020 Monday 7:30 AM-5:30 PM Holiday January 21, 2020 Tuesday 9:00 AM-10:00 AM Discuss Audit Invitees: Ridge, Kristine; Downs, Kathryn; 'jerry.serrano@santaanapoa.com' 5:00 PM-8:00 PM City Council Meeting Invitees: Downs, Kathryn January 22, 2020 Wednesday January 23, 2020 Thursday 2:00 PM-2:30 PM Parking Fund Invitees: Gutierrez, Alejandra; Downs, Kathryn; Holt, Will https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 4/5 2/6/2020 Finance Director Monthly Calendar i The City of Santa Ana January 24, 2020 Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed January 27, 2020 Monday 9:00 AM-10:00 AM Pension Analysis and Discussion Invitees: Michael Busch; Downs, Kathryn; Vidal, Sergio; Julio Morales 3:00 PM-4:00 PM City Projects Review Meeting Invitees: Thai, Minh; Holt, Will; Mendoza, Steven; Fregoso, Vince; Brown, Judson; Pezeshkpour, Ali; Ortiz, Lorries Gabriel, Jason; Carvalho, Sonia R.; Kwak, Jason; Nunez, Alvaro; Flores, Rosa; Higgins, Taig; Zurita, Bianca; Ridge, Kristine; Perez, Daisy; Galvez, William E.; Sweiss, Fuad January 28, 2020 Tuesday 7:30 AM-5:30 PM CSMFO Conference January 29, 2020 Wednesday 7:30 AM-5:30 PM CSMFO Conference January 30, 2020 Thursday 7:30 AM-5:30 PM CSMFO Conference January 31, 2020 Friday 8:00 AM-12:00 PM CSMFO Conference https://w .santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 5/5