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HomeMy WebLinkAbout07-2021 DOWNS8/9/2021 Finance Director Monthly Calendar i The City of Santa Ana Kathryn Downs, Executive Dir Finance & Management Services Date / Time Description July 01, 2021 Thursday 8:30 AM-9:30 AM Koffee & Kuestions with Kat Invitees: 10:00 AM-11:00 AM City of Santa Ana POB Structuring Review Call July 02, 2021 Friday July 05, 2021 Monday 7:30 AM-5:30 PM July 06, 2021 Tuesday July 07, 2021 Wednesday July 08, 2021 Thursday July 09, 2021 Friday Invitees: 'Michael Busch'; Jacob, Thomas Z (PF-Los Angeles); Kim, John (PF-Los Angeles); holly.vocal@bofa.com; 'Diane Quan'; samantha.fong@bofa.com; Bower, Jeffrey D; Sauers, Geoffrey; Rodriguez, Jorge F; Gewehr, Bradley; Raul Amezcua; Michael Mejia; Fernando Guerra; Forbath, Brian; Tracewell, Nicholas (PF-San Francisco); Vidal, Sergio; Downs, Kathryn; Glyer, Reed T.C.; Burns, Allison; Kim.Byrens@bbklaw.com; Julio Morales; Timothy Frydendall Holiday Invitees: https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar I /J 8/9/2021 Finance Director Monthly Calendar i The City of Santa Ana 8:00 AM-5:00 PM July 12, 2021 Monday Santa Ana City Hall Closed Invitees: 3:00 PM-4:00 PM I City Projects Review Meeting July 13, 2021 Tuesday 1:00 PM-2:00 PM 3:00 PM-4:00 PM Invitees: Thai, Minh; Mendoza, Steven; 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.; Hodge, Ryan; Saba, Nabil City of Santa Ana Pension Obligation Bonds, Series 2021 Review Call Invitees: 'Michael Busch'; Jacob, Thomas Z (PF-Los Angeles); Kim, John (PF-Los Angeles); holly.vocal@bofa.com; 'Diane Quan'; samantha.fong@bofa.com; Bower, Jeffrey D; Sauers, Geoffrey; Rodriguez, Jorge F; Gewehr, Bradley; Raul Amezcua; Michael Mejia; Fernando Guerra; Forbath, Brian; Tracewell, Nicholas (PF-San Francisco); Vidal, Sergio; Downs, Kathryn; Glyer, Reed T.C.; Burns, Allison; Kim.Byrens@bbklaw.com; Timothy Frydendall; Julio Morales 1:1 Kathryn & Sergio Invitees: Downs, Kathryn; Vidal, Sergio 4:30 PM-5:00 PM I FW: Update on City Financial Position Invitees: Motsick, Jason; Downs, Kathryn July 14, 2021 Wednesday 10:00 AM-12:00 PM I EMT Bi-weekly Meeting Invitees: Ridge, Kristine; Carvalho, Sonia R.; James Henerey; Perez, Daisy; Downs, Kathryn; Rudloff, Lisa; Plotnik, Elizabeth; Saba, Nabil; Ciulla, Jack; Gomez, Daisy; Mitre -Ramirez, Norma; Valentin, David; Eakins, Paul; Mendoza, Steven; Sternberg, Brian; Thai, Minh; Soto, Daniel; Motsick, Jason 2:30 PM-3:00 PM I Kathryn Downs, Finance Exec Dir (Standing Meeting) Invitees: Ridge, Kristine; Downs, Kathryn July 15, 2021 https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 2/5 8/9/2021 Finance Director Monthly Calendar i The City of Santa Ana Thursday 7:30 AM-9:30 AM 7:30 EMT Walk the City with the ACM - Todays Selected area is 1st Street Invitees: Mendoza, Steven; EMT - Directors July 16, 2021 Friday July 19, 2021 Monday 3:00 PM-4:00 PM City Projects Review Meeting Invitees: Thai, Minh; Mendoza, Steven; Ortiz, Lorrie; Gabriel, Jason; Kwak, Jason; Nunez, Alvaro; Flores, Rosa; Higgins, Taig; Zurita, Bianca; Ridge, Kristine; Perez, Daisy; Galvez, William E.; Valentin, David; Zelaya Melicher, Fabiola; Pezeshkpour, Ali; Carvalho, Sonia R.; Hodge, Ryan; Saba, Nabil; Brown, Judson; McCann, Melanie July 20, 2021 Tuesday 1:00 PM-2:00 PM City of Santa Ana Pension Obligation Bonds, Series 2021 Credit Review Call Invitees: Michael Busch; Jacob, Thomas Z (PF-Los Angeles); Kim, John (PF-Los Angeles); holly.vocal@bofa.com; 'Diane Quan'; samantha.fong@bofa.com; Bower, Jeffrey D; Sauers, Geoffrey; Rodriguez, Jorge F; Gewehr, Bradley; Raul Amezcua; Michael Mejia; Fernando Guerra; Forbath, Brian; Tracewell, Nicholas (PF-San Francisco); Vidal, Sergio; Downs, Kathryn; Glyer, Reed T.C.; Burns, Allison; Kim.Byrens@bbklaw.com 3:00 PM-4:00 PM 1 1:1 Kathryn & Sergio Invitees: Downs, Kathryn; Vidal, Sergio 5:00 PM-8:00 PM I City Council Meeting Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio 5:45 PM-10:15 PM I City Council Zoom Meeting Information Invitees: Mitre -Ramirez, Norma; Downs, Kathryn; Gomez, Daisy July 21, 2021 Wednesday 3:00 PM-3:30 PM 1:1 Lulu & Kathryn https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 3/5 8/9/2021 Finance Director Monthly Calendar i The City of Santa Ana Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu July 22, 2021 Thursday 9:00 AM-12:00 PM July Employer Leadership Dialogue (Orange & San Bernardino Regions) Invitees: Downs, Kathryn 2:00 PM-3:00 PM 2:1 Kat & Will & Alex Invitees: Andrade, Kristin; Downs, Kathryn; Gutierrez, Alejandra; Holt, Will July 23, 2021 Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed Invitees: July 26, 2021 Monday 9:30 AM-10:00 AM CNG Station 3:00 PM-4:00 PM July 27, 2021 Tuesday si W-11l :J Ji 15931111l :2 LYi Invitees: Saba, Nabil; Chesanek, Tyrone; Lomeli, Gabriela; Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Trinidad, Alexander; Elepano, Jasmin; Melgar, Dina; Ortiz, Lorrie; Andrade, Kristin City Projects Review Meeting Invitees: Thai, Minh; Mendoza, Steven; Ortiz, Lorrie; Gabriel, Jason; Kwak, Jason; Nunez, Alvaro; Flores, Rosa; Higgins, Taig; Zurita, Bianca; Ridge, Kristine; Perez, Daisy; Galvez, William E.; Valentin, David; Zelaya Melicher, Fabiola; Pezeshkpour, Ali; Carvalho, Sonia R.; Hodge, Ryan; Saba, Nabil; Brown, Judson; McCann, Melanie Santa Ana Rating Zoom Call with S&P https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 4/5 8/9/2021 Finance Director Monthly Calendar i The City of Santa Ana Invitees: Tracewell, Nicholas (PF-San Francisco); bianca.gaytan- burrell@spglobal.com; Farrell, Alyssa; Downs, Kathryn; Vidal, Sergio; bforbath@sycr.com; rglyer@sycr.com; michaelb@urbanfuturesinc.com; Julio Morales; Timothy Frydendall; holly.vocal@bofa.com; samantha.fong@bofa.com; jeffrey.bower@bofa.com; geoffrey.sauers@bofa.com; j.rodriguez@bofa.com; bradIey.gewehr@bofa.com; Jacob, Thomas Z (PF-Los Angeles); Kim, John (PF-Los Angeles); michael.mejia@ramirezco.com; raul.amezcua@ramirezco.com; fernando.guerra@ramirezco.com 3:00 PM-4:00 PM 1 1:1 Kathryn & Sergio Invitees: Downs, Kathryn; Vidal, Sergio July 28, 2021 Wednesday 10:00 AM-12:00 PM EMT Bi-weekly Meeting Invitees: Ridge, Kristine; Carvalho, Sonia R.; James Henerey; Perez, Daisy; Downs, Kathryn; Rudloff, Lisa; Plotnik, Elizabeth; Saba, Nabil; Ciulla, Jack; Gomez, Daisy; Mitre -Ramirez, Norma; Valentin, David; Eakins, Paul; Mendoza, Steven; Sternberg, Brian; Thai, Minh; Soto, Daniel; Motsick, Jason July 29, 2021 Thursday 11:00 AM-12:00 PM 1:1 Kathryn & Waldo Invitees: Downs, Kathryn; Barela, Waldo 3:00 PM-3:30 PM Kathryn Downs, Finance Exec Dir (Standing Meeting) Invitees: Ridge, Kristine; Downs, Kathryn July 30, 2021 Friday 10:00 AM-12:00 PM 1:1 Meeting CMBR Lopez/ Kat, Executive Director of Finance RE: CAFR & Budget - Part 2 Invitees: Lopez, Jessie; Downs, Kathryn https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 5/5