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