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HomeMy WebLinkAbout02-2023 DOWNS3/13123, 9:49 AM Executive Dir Finance February 2023.htm Executive Dir Finance & Management Svcs EM Kathryn Downs February 01 2023 Wednesday 7:30 AM-5:30 PM CSMFO Conference in Sacramento February 02 2023 Thursday 7:30 AM-5:30 PM CSMFO Conference in Sacramento February 03 2023 Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed Monday February 06 2023 3:00 PM-4:00 PM Today: Fiscal Officers Monthly Department Business Meeting February 07 2023 Tuesday 9:00 AM-9:30 AM FY23-24 Indirect Cost Allocation Invitees: Downs Kathryn; Ro Sarah; Trinidad Alexander; McCarron Shannon; Do Anne 10:00 AM-11:30 AM Deferred Compensation Plans Recordkeeping and Administration - Review Invitees: Andrade, Kristin; Downs, Kathryn; Trinidad, Alexander; Perez, Rosie; Murray, James; Dizon Daniel; Pierce Eva 3:00 PM-3:30 PM Kathryn Downs Finance Exec Dir(Standing Meeting) Invitees: Ride Kristine Downs Kathryn February 08 2023 Wednesday 9:00 AM-10:00 AM 1:1 Kat & Alex T. Invitees: Downs Kathryn; Trinidad Alexander 10:00 AM-10:30 AM Discuss Contractor BL List Invitees: Downs Kathryn; Jimenez Hector; Gutierrez Alejandra 11:00 AM-12:00 PM 1:1 Kat & Lulu Invitees: Downs Kathryn; Medel Lulu 3:00 PM-4:00 PM ISF review Invitees: Downs Kathryn; Do Anne; Trinidad Alexander February 09 2023 Thursday 10:00 AM-11:30 AM EMT Bi-weekly Meeting Invitees: Ridge, Kristine; Carvalho, Sonia R.; James Henerey; Downs, Kathryn; Plotnik, Elizabeth; Saba, Nabil; Ciulla, lack; Valentin, David; Eakins, Paul; Mendoza, Steven; Sternberg, Brian; Thai, Minh; Soto, Daniel; Motsick, Jason; Rodriguez, Robert; Scott, Hawk; Yocely OCFA Galindo; Garcia Michael CDA ; Orozco Norma 2:30 PM-3:00 PM Prepare for SDI Meetings Invitees: Andrade, Kristin; Downs, Kathryn; Benavides, Angie; Do, Anne; Fernandez -Arroyo, Juana; Flores, Jaime; Gee, Connie; Gutierrez, Alejandra; Guzman, Elizabeth; Li, Carey; Lopez, Karla; Martinez, Maria (Finance); McCarron, Shannon; Medel, Lulu; Mendoza, Maria Isabela; Ortiz, Daniel; Perez, Rosie; Pierce, Eva; Pineda, Melissa; Ro, Sarah; Robles, Nancy; Rosales, Lianne; Trinidad Alexander; Valadez John; Vo Thu ; Yu Jasmine 3:00 PM-3:30 PM 1:1 Kat & Alex G. Invitees: Downs Kathryn; Gutierrez Alejandra February 10 2023 Friday February 13 2023 Monday 7:30 AM-8:00 AM Treasury & Customer Service Division Announcement Invitees: Gutierrez, Alejandra; Downs, Kathryn; Trinidad, Alexander; Andrade, Kristin; Jimenez, Hector; Camacho, Daphne; Gonzalez, Jessica; Cuellar, Carmen; Martinez, Maria Lucero; Cazales, Elizabeth; Garcia, Yuliana; Becerra, Roxanna; Gordiano, Leticia; Garcia, Alan; Chavez, Alfonso; Amezcua, Ariana; Jimenez, Ruben; Garcia, Nancy; Guillen, Leslie; Arevalo, David; Luna, David; Valle, Anthony; Lopez, Francisco; Cung, Kha; Guillen, Andrew; Garrido, Rafael; Ambriz, Stephanie; Rosales, Lianne; Victoria, Arnet; Cazales, Maria; Rodriguez, Wendy; Morales Alma; Garcia Elena 9:00 AM-10:00 AM ERP Project: GL J/E Financial Statements Invitees: Ciulla Jack; Downs Kathryn; Ro Sarah; Mendoza Maria Isabela 1:00 PM-2:00 PM ERP System RFP Develo ment Project Kickoff Invitees: Ciulla, Jack; Downs, Kathryn; Motsick, Jason; Radic, Milanka; Trinidad, Alexander; Ro, Sarah; Mendoza, Maria Isabela; Gee, Connie; Ortiz, Daniel; Valadez, John; Scott-Leistra, Deborah; Benavides, Angie; Robles, Nancy; Vo, Thuy; Yu, Jasmine; Lopez, Karla; Pierce, Eva; Araiza, Fatima; Pierson, Victoria; Lambert, Samantha; Guzman, Elizabeth; Fernandez -Arroyo, Juana; Gutierrez, Alejandra; Pineda, Melissa; Rosales, Lianne; Li, Carey; Perez, Rosie; McCarron, Shannon; Do, Anne; Medel, Lulu; Flores, Jaime; Martinez, Maria (Finance); Schnaider, Lori; Murray, James; Durham, Daniel; Dizon, Daniel; Lee, Kelli; Figueroa, Ramon; file://stone/dev.santa-analopengov/Calendar/FMSA/Executive Dir Finance February 2023.htm 1/3 3/13123, 9:49 AM Executive Dir Finance February 2023.htm Gorospe, Susan; Arroyo, Francisco; Villareal, Francine; Aguirre, Alondra; Melgar, Dina; Gilbert, Hayley; Flores, Eduardo; Mercer, Margaret; Heredia-Espinoza, Eunice; Reyes, Kathia; Long, Mar February 14 2023 Tuesday 50:00 AM-11:00 AM FMSA Management Meeting - Monthly Invitees: Downs, Kathryn; Trinidad, Alexander; Re, Sarah; Medel, Lulu; Andrade, Kristin; Gutierrez Alejandra 2:00 PM-3:00 PM 1:1 Kat & Sarah Invitees: Downs Kathryn; Ro Sarah February 15 2023 Wednesday 9:00 AM-10:00 AM 1:1 Kat & Alex T. Invitees: Downs Kathryn; Trinidad Alexander 2:00 PM-3:30 PM 457 Quarterly meeting Invitees: Downs, Kathryn; Trinidad, Alexander; Gutierrez, Alejandra; Perez, Rosie; ChadN@bfsg.com; AntoniaL@bfsg.com; Klassen, Julie; carol. blumenthal@prudential.com; Murray,James; Dizon Daniel February 16 2023 Thursday 3:00 PM-3:30 PM 1:1 Kat & Alex G. Invitees: Downs Kathryn; Gutierrez Alejandra February 17 2023 Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed February 20 2023 Monday 12:00 AM-12:00 AM Holiday February 21 2023 Tuesday 2:00 PM-3:00 PM Cc ntinuin Disclosure Committee Meeting Invitees: Downs Kathryn; Trinidad Alexander; Re, Sarah; Funk John; Perez Rosie 5:45 PM-10:15 PM City Council Zoom Meeting Information February 22 2023 Wednesday 9:00 AM-10:00 AM 1:1 Kat & Alex T. Invitees: Downs Kathryn; Trinidad Alexander 12:00 PM-1:00 PM Mentorshi Kick-off Invitees: Nicole Cuadras; Shaunna Hunter; mlopez@cityofglendora.org; spiegel.ta nya@yahoo. cam; calvarado@rialtoca.gov; Igarcia@cityofalhambra.org; JeannieN@rollinghillsestates.gov; Downs, Kathryn; jscott@cityoflagunaniguel.org; csaxton@moorparkca.gov; Naamik@moval.org; alexad@rollinghillsestates.gov; ceciliatoddone@gmaii.com; dsamario@murrietaca.gov; Apowers@toaks.org; h onzalez riversideca. ov; atachiki ci.monrovia.ca.us; iro as s cit .or ; Cisneros Joseph 2:00 PM-3:00 PM 1:1 Kat & Lulu Invitees: Downs Kathryn; Medel Lulu February 23 2023 Thursday 10:00 AM-11:30 AM EMT Bi-weeklyMeeting Invitees: Ridge, Kristine; Carvalho, Sonia R.; James Henerey; Perez, Daisy; Downs, Kathryn; Rudloff, Lisa; Platnik, Elizabeth; Saba, Nabil; Ciulla, Jack; Gomez, Daisy; Mitre - Ramirez, Norma; Valentin, David; Eakins, Paul; Mendoza, Steven; Sternberg, Brian; Thai, Minh; Soto Daniel; Motsick Jason 1:00 PM-1:30 PM Kathryn Downs Finance Exec Dir(Standing Meeting) Invitees: Ride Kristine Downs Kathryn 3:00 PM-3:30 PM 1:1 Kat & Alex G. Invitees: Downs Kathryn; Gutierrez Alejandra February 24 2023 Friday February 27 2023 Monday 8:00 AM-12:00 PM City of Santa Ana RFP Finals Invitees: Chad Noorani; Antonia Lipovac; Downs, Kathryn; Trinidad, Alexander; Gutierrez, Alejandra; Perez Rosie Murray,James Dizon Daniel 1:30 PM-2:30 PM Care Ambulance Discussion Invitees: Downs Kathryn; Henery, James; Gutierrez Alejandra February 28 2023 Tuesday 9:00 AM-9:30 AM Connect: Lulu & Kat Invitees: Downs Kathryn; Medel Lulu file://stone/dev.santa-ana/opengov/Calendar/FMSA/Executive Dir Finance February 2023.htm 2/3 3/13123, 9:49 AM Executive Dir Finance February 2023.htm 2:00 PM-3:00 PM 1:1 Kat & Sarah Invitees: Downs Kathryn; Ro Sarah file://stone/dev.santa-ana/opengov/Calendar/FMSA/Executive Dir Finance February 2023.htm 3/3