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HomeMy WebLinkAbout06-2023 DOWNS7/19/23, 3:10 PM Executive Dir Finance June 2023.htm Executive Dir Finance & Management Svcs (EM)., Kathryn Downs June 01, 2023 Thursday 10:00 AM-11:30 AM California Legislative Analyst's Office (LAO) Update - May Revise 2:00 PM-3:00 PM 3:00 PM-3:30 PM June 02, 2023 Friday June 05, 2023 Monday 3:00 PM-4:00 PM June 06, 2023 Tuesday 10:00 AM-11:00 AM 1:00 PM-1:30 PM 2:00 PM-3:00 PM June 07, 2023 Wednesday 9:00 AM-10:00 AM 2:00 PM-2:45 PM 3:30 PM-4:00 PM June 08, 2023 Thursday 10:00 AM-11:30 AM 2:00 PM-3:00 PM 3:00 PM-3:30 PM June 09, 2023 Friday June 12, 2023 Monday June 13, 2023 Tuesday June 14, 2023 Wednesday 9:00 AM-10:00 AM Invitees: Downs, Kathryn Discuss MSA Agreement Invitees: ; Downs, Kathryn; Trinidad, Alexander; Perez, Rosie; Antonia L@bfsg.com; ChadN@bfsg.com 1:1 Kat & Alex G. Invitees: Downs, Kathryn; Gutierrez, Alejandra Fiscal Officers Monthly Department Business Meeting 1:1 Kat &Sara h Invitees: Downs, Kathryn; Ro, Sarah Enhancing Public Trust, Ethics, and Community Involvement Invitees: Melissa Tualla; Ilivian@cityofpacificgrove. org; Downs, Kathryn; cavalos@roseville.ca.us; jbandek@moorparkca.gov; ABadillo@BuenaPark.com 1:1Kat &Lulu Invitees: Downs, Kathryn; Medel, Lulu 1:1 Kat & Alex T. Invitees: Downs, Kathryn; Trinidad, Alexander Connect: City of Santa Ana & SDI regarding RFI in RFP Invitees: ; Downs, Kathryn; Ciulla, Jack; Motsick, Jason; Keyes, Richard Phone Call with Laura & Kat - regarding draft resolution Invitees: Downs, Kathryn; Rossini, Laura EMT Bi-weekly Meeting Invitees: Ridge, Kristine; Carvalho, Sonia R.; James Henerey; Downs, Kathryn; Plotnik, Elizabeth; Saba, Nabil; Ciulla, Jack; 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; Hall, Jennifer Santa Ana Investment Advisory Committee Invitees: ; Downs, Kathryn; Trinidad, Alexander; Gutierrez, Alejandra; Perez, Rosie; bob.shull@publictrustadvisors.com 1:1 Kat & Alex G. Invitees: Downs, Kathryn; Gutierrez, Alejandra 1:1 Kat & Alex T. Invitees: Downs, Kathrvn: Trinidad, Alexander 11:00 AM-12:00 PM E 1:1 Kat & Lulu Invitees: Downs Kathryn; Medel Lulu 3:00 PM-3:30 PM 1:1 Kristin Ridge & Kathryn Downs Invitees: Ride Kristine; Downs Kathryn 3:30 PM-4:30 PM Union Leaves/Billing_ Invitees: Motsick, Jason; Lynch, Breanna; Downs, Kathryn; Medel, Lulu; Dizon, Daniel; Jenkins Jennifer June 15, 2023 _ Thursday _ 10:00 AM-11:00 AM FMSA Management Meeting - Monthly_ Invitees: Downs, Kathryn; Trinidad, Alexander; Ro, Sarah; Medel, Lulu; Andrade, Kristin • Gutierrez, Alejandra 3:00 PM-3:30 PM CLA auditors - Interview file:///C:/Users/dflores5/AppData/Local/Microsoft/Windows/INetCache/Content.Outlook/IW38BJ62/Executive Dir Finance June 2023.htm 1/2 7/19/23, 3:10 PM Executive Dir Finance June 2023.htm Invitees: Downs, Kathryn June 16, 2023 Friday June 19, 2023 Monday 11:00 AM-12:00 PM Santa Ana Meeting Invitees: Mary DeLaRosa; Do, Anne; Fran Mancia; Downs, Kathryn; Morley, Marc; Gutierrez, Alejandra; Perez, Rosie; McCarron, Shannon; Garcia, Michael (CDA); Camacho Daphne; Jimenez Hector June 20, 2023 June 20, 2023 Tuesday 10:00 AM-11:00 AM 1:1 Kat &Sara h 5:45 PM-10:15 PM Invitees: Downs, Kathryn; Ro, Sarah City Council Zoom Meeting Information Invitees: ; Downs, Kathryn; June 21, 2023 Wednesday 9:30 AM-11:30 AM CSMFO Chapter Meeting - Breakfast Bar at Dave & Buster's Irvine Spectrum Invitees: June 22. 2023 Thursda 9:00 AM-10:00 AM 1:1 Kat & Alex T. Invitees: Downs Kathryn; Trinidad, Alexander 11:30 AM-1:00 PM Mayor's State of the Cit Invitees: Ridge, Kristine; Motsick, Jason; Hall, Jennifer; Rodriguez, Robert; Downs, Kathryn; James Henerey; Scott, Hawk; Saba, Nabil; Thai, Minh 3:00 PM-4:00 PM 1:1 Kat & Alex G. Invitees: Downs. Kathrvn: Gutierrez, Aleiandra June 23, 2023 Friday 8:00 AM-5:00 PM June 26, 2023 Monday Santa Ana City Hall Closed Invitees: Downs, Kathryn 3:30 PM-4:00 PM TCS Revenue Forecast I I Invitees: Downs Kathryn; Gutierrez Alejandra June 27 2023 Tuesday 9:00 AM-10:00 AM Public Works Contracts Change Order, Fiscal Authority Discussion 12:00 PM-2:00 PM June 28, 2023 Wednesday 9:00 AM-10:00 AM 11:00 AM-12:00 PM 3:30 PM-4:00 PM June 29, 2023 Thursday 8:30 AM-9:00 AM 3:00 PM-4:00 PM June 30, 2023 Fridav Invitees: Rosas, Rudy; Montoya, Jose; Trinidad, Alexander; Downs, Kathryn CSMFO Meeting Invitees: 1:1 Kat & Alex T. Invitees: Downs, Kathryn; Trinidad, Alexander 1:1Kat &Lulu Invitees: Downs, Kathryn; Medel, Lulu 1:1 Kristin Ridge & Kathryn Downs Invitees: Ridae, Kristine: Downs, Kathrvn Touch Base - Jason & Kat Invitees: Downs, Kathryn; Motsick, Jason Discussion with UFI and Chandler Asset Management Invitees: Michael Busch; Downs, Kathryn; Mia Corral file:///C:/Users/dflores5/AppData/Local/Microsoft/Windows/INetCache/Content.Outlook/IW38BJ62/Executive Dir Finance June 2023.htm 2/2