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HomeMy WebLinkAbout02-2020 DOWNS3/10/2020 Finance Director Monthly Calendar I The City of Santa Ana Executive Dir Finance & Management Svcs (EM), Kathryn Downs February 03, 2020 Monday 11:00 AM-12:00 PM Property Acquisition compliant for MOE FY18-19 Invitees: Downs, Kathryn; Thomas, Sean; Gabriel, Jason; Saba, Nabil; Galvez, William E.; Vidal, Sergio 3:00 PM-4:00 PM City Projects Review Meeting Invitees: Thai, Minh; Holt, Will; Mendoza, Steven; Fregoso, Vince; Brown, Judson; Pezeshkpour, Ali; Ortiz, Lorrie; Gabriel, Jason; Carvalho, Sonia R.; Kwak, Jason; Nunez, Alvaro; Flores, Rosa; Higgins, Taig; Zurita, Bianca; Ridge, Kristine; Perez, Daisy; Galvez, William E.; Sweiss, Fuad February 04, 2020 Tuesday 9:30 AM-10:00 AM 1:1 Lulu Medel & Kathryn (standing) Invitees: Downs, Kathryn; Medel, Lulu 5:00 PM-8:00 PM City Council Meeting Invitees: Downs, Kathryn February 05, 2020 Wednesday 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 February 06, 2020 Thursday 11:00 AM-11:30 AM FW: City of Santa Ana - HdL Conference Call - Business License Ordinance Study Invitees: George Bonnin; Downs, Kathryn; Holt, Will; Andrade, Kristin; Joshua Davis; San Dimas Office: Prince 11:30 AM-12:00 PM Connect: Lulu Medal & Kathryn https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 1/6 3/10/2020 Finance Director Monthly Calendar I The City of Santa Ana Invitees: Downs, Kathryn; Medel, Lulu February 07, 2020 Friday 8:00 AM-5:00 PM February 10, 2020 Monday 9:30 AM-10:00 AM 10:30 AM-11:30 AM 3:00 PM-4:00 PM February 11, 2020 Tuesday 9:00 AM-10:00 AM 11:00 AM-12:00 PM February 12, 2020 Wednesday 10:00 AM-12:00 PM Santa Ana City Hall Closed 1:1 Kristine Ridge & Kathryn Downs, Exec Dir of Finance Invitees: Ridge, Kristine; Downs, Kathryn Procedural Issues Invitees: Pham, Steven; Downs, Kathryn City Projects Review Meeting Invitees: Thai, Minh; Holt, Will; Mendoza, Steven; Fregoso, Vince; Brown, Judson; Pezeshkpour, Ali; Ortiz, Lorrie; Gabriel, Jason; Carvalho, Sonia R.; Kwak, Jason; Nunez, Alvaro; Flores, Rosa; Higgins, Taig; Zurita, Bianca; Ridge, Kristine; Perez, Daisy; Galvez, William E.; Sweiss, Fuad CalPERS Webinar for outlook tool nvitees: Parking Transition from FMSA to CDA Invitees: Downs, Kathryn; Mendoza, Steven; Vidal, Sergio; Morley, Marc; Castro -Cardenas, Julie; Holt, Will; Gutierrez, Alejandra; Gorospe, Susan 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) https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 2/6 3/10/2020 February 13, 2020 Thursday 9:00 AM-10:00 AM 10:00 AM-11:00 AM 2:00 PM-3:30 PM February 14, 2020 Friday February 17, 2020 Monday 7:30 AM-5:30 PM February 18, 2020 Tuesday 8:30 AM-9:30 AM 10:00 AM-11:00 AM 5:00 PM-8:00 PM February 19, 2020 Finance Director Monthly Calendar I The City of Santa Ana Invitees: Downs, Kathryn; Vidal, Sergio; Barela, Waldo; Herschleb, Dan; Holt, Will; Medel, Lulu; Perez, Sandy; Andrade, Kristin; Ro, Sarah Interview Supervising Accountant Invitees: Downs, Kathryn; Vidal, Sergio; Ro, Sarah Interview Supervising Accountant Invitees: Downs, Kathryn; Vidal, Sergio; Ro, Sarah 457(f) Committee Meeting (City of Santa Ana/Prudential/BFSG) Invitees: 'Chad Noorani'; Darren Stewart; Vidal, Sergio; Perez, Rosie; Downs, Kathryn; Holt, Will; Castellon, Alvaro; Julie Klassen Holiday Review Finance Advisory & Dissemination Agent Services RFP Invitees: Vidal, Sergio; Perez, Rosie; Downs, Kathryn MOE Planning Invitees: Saba, Nabil; Downs, Kathryn; Vidal, Sergio; Rosas, Rudy; Mercer, Margaret City Council Meeting Invitees: Downs, Kathryn Wednesday 2:00 PM-3:00 PM FMSA Division Head Meeting (Standing) https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 3/6 3/10/2020 3:00 PM-4:30 PM 5:00 PM-5:30 PM February 20, 2020 Thursday 10:00 AM-12:00 PM 2:30 PM-5:00 PM February 21, 2020 Friday 8:00 AM-5:00 PM February 24, 2020 Monday 3:00 PM-4:00 PM February 25, 2020 Tuesday 10:00 AM-10:30 AM Finance Director Monthly Calendar I The City of Santa Ana Invitees: Downs, Kathryn; Vidal, Sergio; Barela, Waldo; Herschleb, Dan; Holt, Will; Medel, Lulu; Perez, Sandy; Andrade, Kristin; Ro, Sarah Cannabis Consumption Lounge Ordinance Meeting Invitees: Thai, Minh; Storck, Lisa; Nellesen, Kyle; Valentin, David; Park, Daniel; McGovern, William; Nunez, Alvaro; Kwak, Jason; Fregoso, Vince; Pezeshkpour, Ali; Portugal, Yvette; Downs, Kathryn; Holt, Will; Camacho, Daphne; Mendoza, Steven; Morley, Marc; Perez, Daisy; Sonia Carvalho Review Supervising Accountant Position Invitees: Downs, Kathryn; Ro, Sarah; Vidal, Sergio Prefunding Programs Workshop Invitees: Downs, Kathryn GROW Economic Development Conference 2020 Invitees: Downs, Kathryn Santa Ana City Hall Closed City Projects Review Meeting Invitees: Thai, Minh; Holt, Will; Mendoza, Steven; Fregoso, Vince; Brown, Judson; Pezeshkpour, Ali; Ortiz, Lorrie; Gabriel, Jason; Carvalho, Sonia R.; Kwak, Jason; Nunez, Alvaro; Flores, Rosa; Higgins, Taig; Zurita, Bianca; Ridge, Kristine; Perez, Daisy; Galvez, William E.; Sweiss, Fuad Monthly Investment Meeting Invitees: Perez, Rosie; Vidal, Sergio; Holt, Will; Downs, Kathryn; Gutierrez, Alejandra 11:00 AM-11:30 AM Procurement Process https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 4/6 3/10/2020 Finance Director Monthly Calendar I The City of Santa Ana Invitees: Sternberg, Brian; Downs, Kathryn 3:30 PM-4:00 PM February 26, 2020 Wednesday 9:00 AM-10:00 AM 10:00 AM-12:00 PM 2:00 PM-3:00 PM 3:30 PM-4:00 PM MOE Audit Review Invitees: Downs, Kathryn; Trinidad, Alexander; Yu, Jasmine Finance Division Meetings - Accounting Invitees: Barela, Waldo; Downs, Kathryn; Vidal, Sergio; Rubio, Elizabeth; Sawalha, Hanan; Ro, Sarah 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 FMSA Division Head Meeting (Standing) Invitees: Downs, Kathryn; Vidal, Sergio; Barela, Waldo; Herschleb, Dan; Holt, Will; Medel, Lulu; Perez, Sandy; Andrade, Kristin; Ro, Sarah 1:1 Kristine Ridge &Kathryn Downs, Finance Exec Dir (Standing Meeting) 4:00 PM-5:00 PM Finance Division Budget Meetings - Payroll Invitees: Barela, Waldo; Rubio, Elizabeth; Sawalha, Hanan; Downs, Kathryn; Vidal, Sergio; Medel, Lulu; Flores, Jaime February 27, 2020 Thursday 9:00 AM-10:00 AM Finance Division Meetings - Purchasing Invitees: Barela, Waldo; Downs, Kathryn; Vidal, Sergio; Rubio, Elizabeth; Sawalha, Hanan; Perez, Sandy 10:00 AM-11:00 AM Ramirez CSMFO Follow Up Invitees: 'Michael Mejia'; Vidal, Sergio; Fernando Guerra; Downs, Kathryn 3:00 PM-3:30 PM Connect: Kathryn & Jaime Invitees: Downs, Kathryn; Flores, Jaime February 28, 2020 https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 5/6 3/10/2020 Friday Finance Director Monthly Calendar I The City of Santa Ana 10:30 AM-11:30 AM Finance Division Budget Meetings - Central Services Invitees: Barela, Waldo; Rubio, Elizabeth; Sawalha, Hanan; Herschleb, Dan; Downs, Kathryn; Vidal, Sergio 1:30 PM-2:30 PM Finance Division Meetings - Treasury Invitees: Barela, Waldo; Rubio, Elizabeth; Downs, Kathryn; Vidal, Sergio; Holt, Will; Gutierrez, Alejandra 2:30 PM-3:30 PM Finance Division Meetings - Management and Support Invitees: Barela, Waldo; Downs, Kathryn; Vidal, Sergio; Rubio, Elizabeth; Sawalha, Hanan https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 6/6