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HomeMy WebLinkAbout07-2024 DOWNS8/9/24, 8:49 AM Executive Director of Finance and Management Services July 2024.htm Executive Director of Finance and Management Services EM Kathryn Downs July 01 2024 Monday July 02 2024 Tuesday July 03 2024 Wednesday July 04 2024 Thursday 7:30 AM-5:30 PM Holiday July OS 2024 Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed July 08 2024 Monday 10:00 AM-11:00 AM Connect: Sarah & Kat regarding AP Invitees: Downs Kathryn; Ro Sarah 1:30 PM-2:30 PM Request for NTP Process brief update Invitees: Downs Kathryn; Andrade Kristin; Trinidad Alexander 3:30 PM-4:30 PM City Projects Meeting Invitees: Thai, Minh; Macedonio, Margarita; Brown, Judson; Gabriel, Jason; Eakins, Paul; Mills, Susan; Carvalho, Sonia R.; KekL Marc; Pezeshkpour, Ali; Sepulveda, Maria; Eggers, Terri; Barrera, Cesar; Rodriguez, Robert; Mendoza, Steven; Montoya, Jose; F Rudy; Downs Kat hr n July 09 2024 Tuesday 10:00 AM-11:00 AM FMSA Management Meeting - Monthly Invitees: Downs Kathryn; Trinidad Alexander; Ro Sarah; Medel Lulu' Andrade Kristin; Gutierrez Alejandra 11:00 AM-12:00 PM 1:1 Lulu & Kat Invitees: Downs Kathryn; Medel Lulu July 10 2024 Wednesday 9:00 AM-10:00 AM 1:1 Kat &Alex T. Invitees: Downs Kathryn; Trinidad Alexander 2:00 PM-2:30 PM Meeting with Kat Lori Invitees: Schnaider, Lori; Downs Kathryn July 11 2024 Thursday 9:00 AM-10:00 AM City of Santa Ana Portfolio Reporting Demonstration - Meeder Public Funds Invitees: Benjamin Seh ; Trinidad Alexander; Perez Rosie' Gross Brian; Ro Sarah; Gutierrez Alejandra' Downs Kathryn 3:00 PM-4:00 PM Re na Order Meeting Invitees: Nunez Alvaro; Downs Kathryn; Carvalho Sonia R.; 'Sonia.Carvalho bbklaw.com'; Andrade Kristin July 12 2024 Friday 10:00 AM-11:00 AM Discussion on Mentoring Initiative and Training Needs analysis Invitees: Style, Sofia' Downs Kathryn 2:00 PM-2:15 PM ERR POC Demos - Evaluations Invitees: Lopez, Karla; Downs Kathryn; Gutierrez Alejandra; Flores Jaime; Guzman Elizabeth; Mendoza Maria Isabela Ro S July 15 2024 Monday 8:15 AM-12:00 PM Workday ERR POCs: General Overview Invitees: Lopez, Karla; Downs, Kathryn; Gutierrez, Alejandra; Flores, Jaime; Guzman, Elizabeth; Medel, Lulu; Mendoza, Maria I. Maria (Finance); Ramos Marisa McCarron Shannon; Schnaider, Lori; Bach Duon ; Nguyen, Francis; Perez Sandy; Murray,Jai 1:00 PM-5:00 PM Workday ERR POCs: Finance Day 1 PM Session Invitees: Lopez, Karla; Downs Kathryn; Guzman Elizabeth; Mendoza Maria Isabela; Ro Sarah; Ciulla Jack; Radio Milanka; B 3:00 PM-4:00 PM City Projects Meeting Invitees: Thai, Minh; Nunez, Alvaro; Mendoza, Steven; Carvalho, Sonia R.; 'sonia.carvalho@bbklaw.com'; Rodriguez, Robert; Sc Pezeshkpour, Ali; Macedonio, Margarita; Eggers, Terri; Montoya, Jose; Trinidad, Alexander; Rosas, Rudy; Kekula, Zdenek; Garci, Libra ; Sepulveda, Maria; Vazquez, Sylvia 4:00 PM-5:00 PM Pre -Meeting for ARPA Funds Meeting Invitees: Downs Kathryn; Mendoza Steven; Vazquez, Sylvia; Trinidad Alexander; Nunez Alvaro July 16 2024 Tuesday 8:00 AM-12:00 PM Workday ERR POCs: Finance Day 2 AM Session Invitees: Lopez, Karla; Downs Kathryn; Guzman Elizabeth; Medel Lulu Mendoza Maria Isabela Ro Sarah; Ciulla Jack; Radii 1:00 PM-5:00 PM Workday ERP POCs: Finance Day 2 PM Session Invitees: Lopez, Karla; Downs Kathryn; Gutierrez Alejandra; Guzman Elizabeth; Mendoza Maria Isabela; Ro Sarah; Ciulla Jz 5:00 PM-8:00 PM Council Meeting Invitees: Andrade Kristin; Downs Kathryn; Trinidad Alexander July 17 2024 Wednesday 8:00 AM-11:30 AM Workday ERR POCs: Finance Day 3 AM Session Invitees: Lopez, Karla; Downs Kathryn; Guzman Elizabeth; Medel Lulu Mendoza Maria Isabela Ro Sarah; Ciulla Jack; Radii 11:30 AM-1:30 PM Orange County CSMFO Chapter Luncheon at Dave & Buster's in Orange - Topic is GASB Update from Crowe LLP Invitees: 12:30 PM-5:00 PM Workday ERR POCs: HR Pa roll Day 3 PM Session Invitees: Lo ez Karla; Downs Kathryn; Flores Jaime; Medel Lulu Dizon Daniel; Mostafa Haney; Ciulla Jack; Radio Milanka July 18 2024 Thursday 7:30 AM-9:30 AM 7:30 EMT Walk the City the City - Toda s Selected area is The Otter Exhibit at the Zoo. It is almost finished! Invitees: Mendoza Steven; EMT - Directors; Morley, Marc; Rosas Rudy; Hall Jennifer; Cruz Yesenia; Rocha Dulce; Pagano, Ti 8:00 AM-5:00 PM Workday ERR POCs: HR Pa roll Day 4 Invitees: Lopez, Karla; Downs Kathryn; Flores Jaime; Medel Lulu Dizon Daniel; Mostafa Haney; Ciulla Jack; Radio Milanka 9:00 AM-9:30 AM City of Santa Ana - Investment Recommendations Invitees: Jim McCourt; Downs Kathryn; Trinidad Alexander; Perez Rosie 1:00 PM-3:00 PM HR Dept Selection Interview IS Invitees: CH 4th Floor Conference Room 407; Schnaider, Lori; Downs Kathryn July 19 2024 Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed Invitees: Downs Kathryn July 22 2024 Monday 8:15 AM-12:00 PM Oracle ERR POCs: General Overview Day 1 AM Session Invitees: Lopez, Karla; Downs, Kathryn; Gutierrez, Alejandra; Flores, Jaime; Guzman, Elizabeth; Medel, Lulu; Mendoza, Maria I. Maria (Finance); amosMarisa' McCarron Shannon; Schnaider, Lori; Bach Duero; Nguyen, Francis' Perez Sandy; Murray,Jai 1:00 PM-5:00 PM Oracle ERR POCs: Finance Day 1 PM Session Invitees: Lopez, Karla; Downs Kathryn; Guzman Elizabeth; Mendoza Maria Isabela; Ro Sarah; Ciulla Jack; Radio Milanka; B 3:00 PM-4:00 PM City Projects Meeting Invitees: Thai, Minh; Nunez, Alvaro; Mendoza, Steven; Carvalho, Sonia R.; 'sonia.carvalho@bbklaw.com'; Rodriguez, Robert; Sc Pezeshkpour, Ali; Macedonio, Margarita; Eggers, Terri; Montoya, Jose; Trinidad, Alexander; Rosas, Rudy; Kekula, Zdenek; Garci. Sepulveda, Maria; Vazquez, Sylvia July 23 2024 Tuesday 8:00 AM-12:00 PM Oracle ERR POCs: Finance Day 2 AM Session file:///R:/FMSA/ Executive Director of Finance and Management Services July 2024.htm 1/2 8/9/24, 8:49 AM Executive Director of Finance and Management Services July 2024.htm Invitees: Lopez, Karla; Downs, Kathryn; Guzman, Elizabeth; Medel, Lulu; Mendoza, Maria Isabela; Ro, Sarah; Ciulla, Jack; Radii rke es@sdi resence.com; Do Anne 1:00 PM-5:00 PM Oracle ERR POCs - Finance Day 2 PM Session Invitees: Lopez, Karla; Downs Kathryn; Gutierrez Alejandra' Guzman Elizabeth; Mendoza Maria Isabela; Ro Sarah; Ciulla Ja 2:00 PM-3:00 PM 1:1 Lulu & Kat Invitees: Downs Kathryn; Medel Lulu 3:00 PM-5:00 PM ARPA Funds meeting Invitees: Downs Kathryn; Trinidad Alexander Gross Brian; Nunez Alvaro; Mendoza Steven; Ciulla Jack; Garcia Michael CC July 24 2024 Wednesday 8:00 AM-11:30 AM Oracle ERR POCs: Finance Day 3 AM Session Invitees: Lopez, Karla; Downs Kathryn; Guzman Elizabeth; Medel Lulu Mendoza Maria Isabela; Ro Sarah; Ciulla Jack; Radii 8:30 AM-11:00 AM Admin Services Manager Selection Interview Invitees: Murray,James; Saba Nabil; Downs Kathryn; Guillen Pedro 10:30 AM-11:00 AM Meeting with Kat/Lori Invitees: Schnaider, Lori; Downs Kathryn 12:30 PM-5:00 PM Oracle ERR POCs: H Pa roll Day 3 PM Session Invitees: Lopez, Karla; Downs Kathryn; Flores Jaime; Medel Lulu Dizon Daniel; Mostafa Haney; Ciulla Jack; Radic Milanka 2:00 PM-3:00 PM 1:1 Kat & Alex G. Invitees: Downs Kathryn; Gutierrez Alejandra July 25 2024 Thursday 8:00 AM-5:00 PM Oracle ERR POCs: HR Pa roll Day 4 Invitees: Lopez, Karla; Downs Kathryn; Flores Jaime; Medel Lulu Dizon Daniel; Mostafa Haney; Ciulla Jack; Radic Milanka 10:00 AM-12:00 PM EMT Bi-WeeklyMeeting Invitees: Mills, Susan; Carvalho, Sonia R.; James Henerey; Downs, Kathryn; Plotnik, Elizabeth; Saba, Nabil; Ciulla, Jack; Eakins Garcia Michael CDA ; Hall Jennifer; Alcala Abigail; Schnaider, Lori July 26 2024 Friday July 29 2024 Monday 3:00 PM-4:00 PM Cit Pro'ects meeting Invitees: Thai, Minh; Mendoza, Steven; Carvalho, Sonia R.; Rodriguez, Robert; Saba, Nabil; Downs, Kathryn; Scott, Hawk; Gab Kekula, Zdenek; Garcia, Michael (CDA); Sternberg, Brian; Nunez, Alvaro; 'sonia.carvalho@bbklaw.com'; Kwak, Jason; Pezeshkp Maria; Vazquez, Sylvia July 30 2024 Tuesday 10:00 AM-11:00 AM 1:1 Kat & Sarah Invitees: Downs Kathryn; Ro Sarah 5:00 PM-8:00 PM Council Meeting Invitees: Downs Kathryn; Trinidad Alexander July 31 2024 Wednesday 9:00 AM-10:00 AM 1:1 Kat & Alex T. Invitees: Downs Kathryn; Trinidad Alexander 10:30 AM-11:00 AM ERRS stem Discussion Invitees: Downs Kathryn; Medel Lulu 11:00 AM-11:30 AM ERRS stem Discussion Invitees: Downs Kathryn; Gutierrez Alejandra 12:00 PM-1:00 PM Meeting with Kat Lori Invitees: Schnaider Lori; Downs Kathryn 2:00 PM-3:00 PM er C bSecunt Incident Pla book Update Invitees: Downs Kathryn; Trinidad Alexander; Ro Sarah; Medel Lulu Gutierrez Alejandra; Andrade Kristin file:///R:/FMSA/ Executive Director of Finance and Management Services July 2024.htm 2/2