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HomeMy WebLinkAbout02-2021 DOWNS3/9/2021 Finance Director Monthly Calendar I The City of Santa Ana Kathryn Downs, Executive Dir Finance & Management Services Date / Time Description February 01, 2021 Monday 10:00 AM-11:00 AM Pension Refinancing Council Member Phan & Ex. Director Downs Invitees: Andrade, Kristin; Phan, Thai; Downs, Kathryn 10:00 AM-11:30 AM Meeting Regarding Pension Refinancing Invitees: Phan, Thai; Downs, Kathryn 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; McCann, Melanie February 02, 2021 Tuesday 11:30 AM-12:00 PM Connect: Hanan & Kathryn Invitees: Andrade, Kristin; Sawalha, Hanan; Downs, Kathryn 3:00 PM-4:00 PM Connect: Waldo & Kathryn Invitees: Andrade, Kristin; Barela, Waldo; Downs, Kathryn 5:00 PM-8:00 PM City Council Meeting Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio February 03, 2021 Wednesday 11:00 AM-12:00 PM Connect: Rosie & Kat Invitees: Andrade, Kristin; Perez, Rosie; Downs, Kathryn February 04, 2021 https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 1/6 3/9/2021 Thursday Finance Director Monthly Calendar I The City of Santa Ana 10:00 AM-11:00 AM 11:00 AM-12:00 PM 4:00 PM-5:00 PM February 05, 2021 Friday 8:00 AM-5:00 PM February 08, 2021 Monday Investment Committee Meeting Invitees: Andrade, Kristin; Downs, Kathryn; Holt, Will; Perez, Rosie; Gutierrez, Alejandra; Vidal, Sergio Pension Refi Next Steps Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; Michael Busch; Downs, Kath ryn FMSA Touch Base Invitees: Andrade, Kristin; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Medel, Lulu; Downs, Kathryn Santa Ana City Hall Closed 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; McCann, Melanie February 09, 2021 Tuesday February 10, 2021 Wednesday 10:00 AM-12:00 PM 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; Scott-Leistra, Deborah; Motsick, Jason 3:30 PM-4:00 PM 1:1: Kathryn Downs, Finance Exec Dir & CM (Standing Meeting) Invitees: Andrade, Kristin; Downs, Kathryn; Ridge, Kristine https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 2/6 3/9/2021 4:00 PM-4:30 PM Finance Director Monthly Calendar I The City of Santa Ana Connect: JPMorgan Securities, Urban Futures Inc & City of Santa Ana Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; michaelb@urbanfuturesinc.com; tyler.old@jpmorgan.com; Juan. Fernandez@jpmorgan.com 4:30 PM-5:30 PM Employee Compensation under new OSHA Regs. Invitees: Andrade, Kristin; Scott-Leistra, Deborah; Downs, Kathryn February 11, 2021 Thursday 9:00 AM-12:00 PM CSMFO Pre -Conference Session B - Leadership in the Next Normal Invitees: 2:00 PM-3:00 PM 2:1 Will, Alex & Kathryn (Date & Time changed to 2-11-21 at 2:00) Invitees: Andrade, Kristin; Downs, Kathryn; Holt, Will 4:00 PM-5:00 PM FMSA Touch Base Invitees: Andrade, Kristin; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Medel, Lulu; Downs, Kathryn February 12, 2021 Friday 2:00 PM-3:00 PM New OSHA Regs for COVI D Tracking Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Medel, Lulu February 15, 2021 Monday 7:30 AM-5:30 PM Holiday February 16, 2021 Tuesday 12:30 PM-1:50 PM CSMFO Conference: Opening Keynote Session (Leadership &Management - Non - Technical) Invitees: Downs, Kathryn 2:00 PM-2:50 PM CSMFO Conference: Improving Efficiency in a Time of Crisis (Innovation - Technical) https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 3/6 3/9/2021 Finance Director Monthly Calendar I The City of Santa Ana Invitees: Downs, Kathryn 3:00 PM-3:30 PM Coronavirus Relief Fund Review - City of Santa Ana Results Meeting Invitees: Wong, Kathleen; Arbis, Jennifer; Troupe, Edwina; Nguyen, Bryan; Ortiz, Daniel; Vidal, Sergio; Ro, Sarah 4:00 PM-4:50 PM CSMFO Conference Coleman Report - CA legislative developments for revenue (Financial Management -Technical) Invitees: Downs, Kathryn February 17, 2021 Wednesday 9:00 AM-10:00 AM City of Santa Ana Incurred Cost Audit Invitees: Burke, Daniel G@DOT; Saba, Nabil; Downs, Kathryn; Vidal, Sergio; Ro, Sarah 12:45 PM-2:05 PM CSMFO Conference: CaIPERS Priorities &Strategies in 2021 (Budget &Financial Planning -Technical) Invitees: Downs, Kathryn 2:00 PM-2:50 PM CSMFO Conference: GASB Update (Accounting &Auditing &Government) Invitees: Downs, Kathryn 4:00 PM-4:50 PM CSMFO Conference: Virtual Budget Presentations (Financial Management - Technical) Invitees: Downs, Kathryn 5:00 PM-6:30 PM CSMFO Conference Social Event nvitees: February 18, 2021 Thursday 9:00 AM-10:00 AM 457(B) Committee Meeting (City of Santa Ana/Prudential/BFSG) Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; Holt, Will; Perez, Rosie; 'julie.klassen@prudential.com'; 'carol.blumenthal@prudential.com'; 'dstewart@bfsg.com'; 'ChadN@bfsg.com'; 'AntoniaL@bfsg.com' 10:00 AM-10:30 AM 1:1 Lulu & Kathryn Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 4/6 3/9/2021 12:15 PM-12:45 PM Finance Director Monthly Calendar I The City of Santa Ana CSMFO Conference Social Event Invitees: Downs, Kathryn 2:00 PM-2:50 PM CSMFO Conference: Rethinking Budget for Safety &Justice (Budget &Financial Planning -Technical) Invitees: Downs, Kathryn 2:50 PM-3:00 PM CSMFO Conference: Meditative Moment Invitees: Downs, Kathryn 4:00 PM-4:50 PM CSMFO Conference: Latest Public Debt Trends (Treasury &Debt Management - Technical) Invitees: Downs, Kathryn February 19, 2021 Friday 8:00 AM-5:00 PM February 22, 2021 Monday 9:00 AM-10:00 AM 11:15 AM-12:15 PM Santa Ana City Hall Closed Careers in Government Invitees: Andrade, Kristin; Downs, Kathryn; oscar.romo@uci.edu FLSA IOD Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu; Hanes, Carrie 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; McCann, Melanie February 23, 2021 Tuesday 10:30 AM-11:15 AM Meeting with Andrea Mejia Invitees: Barela, Waldo; Downs, Kathryn; 'Mejia, Andrea' 2:30 PM-3:30 PM City of Santa Ana -JPM Relationship Review https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 5/6 3/9/2021 Finance Director Monthly Calendar I The City of Santa Ana Invitees: Mates, Yolanda A; Vidal, Sergio; Holt, Will; Downs, Kathryn; Perez, Rosie; Gutierrez, Alejandra; Zuniga, Perla; Johnson, Jason L1; Mendoza, Oliver D; Nunez, Henry; Hardney, Marilyn K. 4:00 PM-5:00 PM FMSA Touch Base Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu; Perez, Sandy; Vidal, Sergio; Holt, Will; Barela, Waldo February 24, 2021 Wednesday 10:00 AM-12:00 PM EMT Bi-weekly Meeting Invitees: Ridge, Kristine; Carvalho, Sonia R.; James Henerey; Perez, Daisy; Pham, Steven; 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 12:00 PM-1:30 PM Complete Public Policy Presentation nvitees: 3:00 PM-3:30 PM Kathryn Downs, Finance Exec Dir (Standing Meeting) Invitees: Ridge, Kristine; Downs, Kathryn February 25, 2021 Thursday 9:15 AM-10:00 AM Discuss Budget Office Options Invitees: Barela, Waldo; Downs, Kathryn nvitees: February 26, 2021 Friday 10:00 AM-11:00 AM Interview Management Analyst Candidate Invitees: Barela, Waldo; Downs, Kathryn 11:00 AM-12:00 PM Interview Management Analyst Invitees: Barela, Waldo; Downs, Kathryn https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 6/6