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HomeMy WebLinkAbout05-2022 DOWNS 6/13/22, 11:44 AM Finance Executive Director Monthly Calendar-City of Santa Ana Kathryn Downs, Executive Director Finance & Management Services (EM) Date / Time Description May 02, 2022 Monday 10:00 AM-11:00 AM Connect: Kat & Lulu - Draft Evaluation Invitees: Downs, Kathryn; Medel, Lulu 12:00 PM-12:30 PM Pre-meeting - discuss MainPlace Mall (Centennial) Invitees: Ridge, Kristine; Mendoza, Steven; Downs, Kathryn; Morley, Marc 1:00 PM-2:00 PM Follow up Meeting w/Centennial re: MainPlace Mall Invitees: Ridge, Kristine; Mendoza, Steven; Downs, Kathryn; Morley, Marc; 'George Urch'; 'orobinson@centennialREC.com'; 'meckart@centennialrec.com'; 'khira@kosmont.com'; 'jdieguez@kosmont.com' 3:00 PM-4:00 PM Fiscal Officers Monthly Business Meeting Invitees: Downs, Kathryn 6:00 PM-7:30 PM Community Budget Meeting- El Salvador Invitees: Rocha, Dulce; Barela, Waldo; McCarron, Shannon; Do, Anne; Downs, Kathryn; Perez, Daisy May 03, 2022 Tuesday 9:30 AM-10:00 AM Draft Presentation for May 12 Invitees: Barela, Waldo; Downs, Kathryn; Do, Anne; Ramdhani, Taira 10:30 AM-11:00 AM Budget https://www.santa-ana.org/finance-executive-director-monthly-calendar/ 1/8 6/13/22, 11:44 AM Finance Executive Director Monthly Calendar-City of Santa Ana Date / Time Description Invitees: Saba, Nabil; Downs, Kathryn May 04, 2022 Wednesday 9:00 AM-11:00 AM GFOA - Basic Accounting and Financial Reporting for Leases Invitees: Downs, Kathryn 11:00 AM-12:00 PM Connect: Kat, Alex & Eva Invitees: Downs, Kathryn; Pierce, Eva; Trinidad, Alexander 2:00 PM-3:00 PM 1:1 Kat & Alex Invitees: Downs, Kathryn; Trinidad, Alexander 3:30 PM-4:00 PM Kathryn Downs, Finance Exec Dir (Standing Meeting) Invitees: Ridge, Kristine; Downs, Kathryn 4:30 PM-5:30 PM Youth Commission Meeting - Budget Presentation Invitees: May 05, 2022 Thursday 10:00 AM-11:30 AM 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; Rodriguez, Robert 11:00 AM-11:30 AM Cost Proposal Briefing Invitees: Penaloza, David; Downs, Kathryn; Motsick, Jason 3:00 PM-4:30 PM Continued Discussions between HRD and Finance https://www.santa-ana.org/finance-executive-director-monthly-calendar/ 2/8 6/13/22, 11:44 AM Finance Executive Director Monthly Calendar-City of Santa Ana Date / Time Description Invitees: Motsick, Jason; Lynch, Breanna; Pham, Mai; Schnaider, Lori; Lee, Kelli; Murray, James; Downs, Kathryn; Medel, Lulu; Flores, Jaime; Martinez, Maria (Finance) May 06, 2022 Friday 9:30 AM-10:30 AM May 12th Presentation Review Invitees: Barela, Waldo; Downs, Kathryn; Trinidad, Alexander; Do, Anne; McCarron, Shannon; Ramdhani, Taira May 09, 2022 Monday 3:00 PM-4:00 PM City Projects Review Meeting 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; Brown, Judson; Valentin, David; Zelaya Melicher, Fabiola May 10, 2022 Tuesday 9:00 AM-9:45 AM FY22-23 Est. Fund Balance Rollforward Review for May 17th CCM Invitees: Do, Anne; Barela, Waldo; Downs, Kathryn 10:00 AM-11:00 AM FMSA Management Meeting - Monthly Invitees: Downs, Kathryn; Trinidad, Alexander; Ro, Sarah; Holt, Will; Medel, Lulu; Barela, Waldo; Gutierrez, Alejandra 11:15 AM-11:30 AM Connect: Daniel Soto & Kathryn Invitees: Downs, Kathryn; Soto, Daniel https://www.santa-ana.org/finance-executive-director-monthly-calendar/ 3/8 6/13/22, 11:44 AM Finance Executive Director Monthly Calendar-City of Santa Ana Date / Time Description 1:00 PM-2:00 PM Potential Ballot for Business License Tax Update - City of Santa Ana & Santa Ana Chamber of Commerce Invitees: Andrade, Kristin; Downs, Kathryn; Ridge, Kristine; 'Timothy Jemal'; Dave Elliott May 11, 2022 Wednesday 11:00 AM-11:30 AM Proposed CI P Book FY 22-23 Invitees: Barela, Waldo; Downs, Kathryn; McCarron, Shannon 1:00 PM-2:00 PM 1:1 Kat & Alex Invitees: Downs, Kathryn; Trinidad, Alexander May 12, 2022 Thursday 9:15 AM-10:00 AM Review May 17th Presentation and Budget Summary Invitees: Barela, Waldo; Downs, Kathryn; Do, Anne; Cardenas, Vanessa 10:00 AM-11:00 AM 1:1 Lulu & Kat Invitees: Downs, Kathryn; Medel, Lulu 3:00 PM-4:00 PM 1:1 Kathryn & Sarah Invitees: Andrade, Kristin; Ro, Sarah; Downs, Kathryn 5:00 PM-9:00 PM Budget Workshop #1 Invitees: Gomez, Daisy; Bacerra, Phil; Penaloza, David; Phan, Thai; Lopez, Jessie; Mendoza, Nelida; Hernandez, Johnathan; EMT - Directors; Soto, Daniel; Eakins, Paul; Perez, Daisy May 13, 2022 Friday https://www.santa-ana.org/finance-executive-director-monthly-calendar/ 4/8 6/13/22, 11:44 AM Finance Executive Director Monthly Calendar-City of Santa Ana Date / Time Description 8:00 AM-5:00 PM Santa Ana City Hall Closed May 16, 2022 Monday 10:00 AM-11:00 AM City of Santa Ana - PARS Meeting Invitees: Jennifer Meza; Mitch Barker; Keith Stribling; Perez, Rosie; Downs, Kathryn; Trinidad, Alexander; Gutierrez, Alejandra 1:00 PM-2:00 PM Negotiation Costing Invitees: Motsick, Jason; Tphan@rutan.com; Phan, Thai; Downs, Kathryn 2:00 PM-3:00 PM Evaluation Review Sarah Ro & Kathryn Invitees: Downs, Kathryn; Ro, Sarah 3:00 PM-4:00 PM May 17th Presentation Invitees: Barela, Waldo; Downs, Kathryn; McCarron, Shannon May 17, 2022 Tuesday 2:00 PM-3:00 PM Connect: Kat & Alex G. Invitees: Downs, Kathryn; Gutierrez, Alejandra 5:45 PM-10:15 PM City Council Zoom Meeting Information Invitees: Mitre-Ramirez, Norma; Downs, Kathryn; Gomez, Daisy May 18, 2022 Wednesday 9:00 AM-10:00 AM 1:1 Kat & Alex Invitees: Downs, Kathryn; Trinidad, Alexander 2:00 PM-2:15 PM 3rd & Broadway https://www.santa-ana.org/finance-executive-director-monthly-calendar/ 5/8 6/13/22, 11:44 AM Finance Executive Director Monthly Calendar-City of Santa Ana Date / Time Description Invitees: Downs, Kathryn; Mendoza, Steven 3:15 PM-4:00 PM Kathryn Downs, Finance Exec Dir (Standing Meeting) Invitees: Ridge, Kristine; Downs, Kathryn 4:00 PM-5:00 PM Budget 1:1 with CMBR Mendoza, Kristine and Kat Invitees: Mendoza, Nelida; Ridge, Kristine; Downs, Kathryn May 19, 2022 Thursday 2:00 PM-3:00 PM 457 2022 1st Qtr Meeting Invitees: Andrade, Kristin; Downs, Kathryn; Trinidad, Alexander; Gutierrez, Alejandra; Holt, Will; Perez, Rosie; 'julie.klassen@prudential.com'; 'carol.blumenthal@prudential.com'; dstewart@bfsq.com; chadn@bfsq.com; antonial@bfsq.com May 20, 2022 Friday 8:30 AM-9:30 AM Santa Ana Business Council Board Meeting - Business License Tax Measure Invitees: Downs, Kathryn May 23, 2022 Monday 12:00 PM-1:00 PM 1:1 Budget Briefing Invitees: Penaloza, David; Downs, Kathryn; Ridge, Kristine May 24, 2022 Tuesday 3:00 PM-4:00 PM Connect: Kat & Lulu - Matrix https://www.santa-ana.org/finance-executive-director-monthly-calendar/ 6/8 6/13/22, 11:44 AM Finance Executive Director Monthly Calendar-City of Santa Ana Date / Time Description Invitees: Downs, Kathryn; Medel, Lulu May 25, 2022 Wednesday 9:00 AM-10:00 AM 1:1 Kat & Alex Invitees: Downs, Kathryn; Trinidad, Alexander 10:00 AM-11:00 AM 2:1 Will, Alex & Kat Invitees: Downs, Kathryn; Holt, Will; Gutierrez, Alejandra 12:00 PM-1:00 PM 1:1 Budget Briefing w-Cmbr. Hernandez Invitees: Hernandez, Johnathan; Downs, Kathryn; Ridge, Kristine 2:00 PM-3:00 PM Investment Committee Meeting Invitees: Andrade, Kristin; Downs, Kathryn; Holt, Will; Perez, Rosie; Gutierrez, Alejandra; Trinidad, Alexander May 26, 2022 Thursday 8:30 AM-9:30 AM 1:1 Kathryn & Waldo Invitees: Downs, Kathryn; Barela, Waldo 11:00 AM-11:45 AM 1:1 Budget Meeting with Mayor & Kathryn Invitees: Andrade, Kristin; Sarmiento, Vicente; Downs, Kathryn 3:30 PM-5:00 PM Budget Overview w-Cmbr. Phan Invitees: Phan, Thai; Downs, Kathryn; Ridge, Kristine; 'tphan@rutan.com' May 27, 2022 Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed https://www.santa-ana.org/finance-executive-director-monthly-calendar/ 7/8 6/13/22, 11:44 AM Finance Executive Director Monthly Calendar-City of Santa Ana Date / Time Description Invitees: Downs, Kathryn 2:00 PM-3:30 PM 1:1 Budget Meeting with Kristine & Kat Invitees: Lopez, Jessie; Downs, Kathryn May 30, 2022 Monday 12:00 AM-12:00 AM Memorial Day Invitees: Downs, Kathryn May 31, 2022 Tuesday 2:00 PM-2:30 PM Meeting with Mayor Sarmiento to Discuss Cannabis Ordinance Invitees: Thai, Minh; Ridge, Kristine; Downs, Kathryn; Pezeshkpour, Ali 3:00 PM-4:00 PM Meeting with Councilmember Mendoza to Discuss Cannabis Ordinance Invitees: Thai, Minh; Mendoza, Nelida; Ridge, Kristine; Downs, Kathryn; Pezeshkpour, Ali 4:00 PM-5:00 PM 1:1 Budget Review with Kristine & Kat Invitees: Bacerra, Phil; 'phi lbacerra@g mail.com'; Ridge, Kristine; Downs, Kathryn https://www.santa-ana.org/finance-executive-director-monthly-calendar/ 8/8