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HomeMy WebLinkAbout11-2021 DOWNS12/20/21, 11:46 AM Finance Director Monthly Calendar i The City of Santa Ana Kathryn Downs, Executive Dir Finance & Management Services Date / Time Description November 01, 2021 Monday 3:00 PM-4:00 PM City Projects Review Meeting Invitees: Thai, Minh; Mendoza, Steven; Ortiz, Lorrie; Gabriel, Jason; Kwak, Jason; Nunez, Alvaro; Flores, Rosa; Higgins, Taig; Zurita, Bianca; Ridge, Kristine; Perez, Daisy; Galvez, William E.; Valentin, David, Zelaya Melicher, Fabiola; Pezeshkpour, Ali; Carvalho, Sonia R.; Hodge, Ryan; Saba, Nabil; Brown, Judson; McCann, Melanie November 02, 2021 Tuesday 10:00 AM-11:30 AM BFSG Fall Webinar Series - Ask the Alzheimer#s Expert: Q&A Session Invitees: Downs, Kathryn 3:00 PM-4:00 PM 1:1 Kathryn & Sergio Invitees: Downs, Kathryn; Vidal, Sergio 5:00 PM-8:00 PM City Council Meeting Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio November 03, 2021 Wednesday 10:00 AM-10:30 AM Meet and Greet! Maria Castro - Management Analyst Library Servoces Invitees: Vidal, Sergio; Ro, Sarah; Medel, Lulu; Perez, Sandy; Barela, Waldo; Sternberg, Brian November 04, 2021 Thursday 10:00 AM-2:00 PM Webcast - 26th Annual Governmental GAAP Update Invitees: Downs, Kathryn https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 1/6 12/20/21, 11:46 AM Finance Director Monthly Calendar i The City of Santa Ana 2:30 PM-3:30 PM RE -SCHEDULED PS22025 Santa Ana Public Works Pre -Op Invitees: Machado, Elsie@OTS; Castaneda, Mauricio; Kekula, Zdenek; Downs, Kathryn; Castaneda, Ruben 3:30 PM-4:00 PM Discuss CARE Performance Reporting & Audit Invitees: Andrade, Kristin; Downs, Kathryn; Mendoza, Steven; James Henerey; Black, Randy (OCFA) November 05, 2021 Friday November 08, 2021 Monday November 09, 2021 Tuesday 9:00 AM-10:00 AM 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; Motsick, Jason 10:00 AM-11:30 AM BFSG Fall Webinar Series - Estate Planning: Secure Your Legacy Invitees: Downs, Kathryn 1:00 PM-2:00 PM City of Santa Ana Committee Meeting - 457 2021 3rd Quarter Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; Gutierrez, Alejandra; Holt, Will; Perez, Rosie; julie.klassen@prudential.com; carol.blumenthal@prudential.com; ChadN@bfsg.com; dstewart@bfsg.com; AntoniaL@bfsg.com November 10, 2021 Wednesday 11:00 AM-12:00 PM 1:1 Kathryn & Sergio Invitees: Downs, Kathryn; Vidal, Sergio November 11, 2021 Thursday 7:30 AM-5:30 PM Holiday https://w .santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 2/6 12/20/21, 11:46 AM Finance Director Monthly Calendar i The City of Santa Ana November 12, 2021 Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed Invitees: November 15, 2021 Monday 12:00 AM-12:00 AM CalPERS Board Meeting Invitees: Downs, Kathryn 7:30 AM-8:00 AM CalPERS Investment Committee Meeting Today Invitees: 3:00 PM-4:00 PM City Projects Review Meeting Invitees: Thai, Minh; Mendoza, Steven; Ortiz, Lorrie; Gabriel, Jason; Kwak, Jason; Nunez, Alvaro; Flores, Rosa; Higgins, Taig; Zurita, Bianca; Ridge, Kristine; Perez, Daisy; Galvez, William E.; Valentin, David; Zelaya Melicher, Fabiola; Pezeshkpour, Ali; Carvalho, Sonia R.; Hodge, Ryan; Saba, Nabil; Brown, Judson; McCann, Melanie November 16, 2021 Tuesday 10:00 AM-11:30 AM BFSG Fall Webinar Series - Tax Planning: Understanding BidenQs Tax Proposals Invitees: Downs, Kathryn 3:00 PM-4:00 PM 1:1 Kathryn & Sergio Invitees: Downs, Kathryn, Vidal, Sergio 4:00 PM-4:30 PM CalPERS Discount Rate Decision and Next Steps Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; michaelb@urbanfuturesinc.com 5:00 PM-8:00 PM City Council Meeting Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio 5:45 PM-10:15 PM City Council Zoom Meeting Information https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 3/6 12/20/21, 11:46 AM Finance Director Monthly Calendar i The City of Santa Ana Invitees: Mitre -Ramirez, Norma; Downs, Kathryn; Gomez, Daisy November 17, 2021 Wednesday 10:00 AM-11:00 AM FY20-21 Audit Update Invitees: Ro, Sarah; Downs, Kathryn; Vidal, Sergio; Barela, Waldo; Trinidad, Alexander 2:00 PM-3:00 PM 1:1 Lulu & Kathryn Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu 3:30 PM-4:00 PM Kathryn Downs, Finance Exec Dir (Standing Meeting) Invitees: Ridge, Kristine, Downs, Kathryn November 18, 2021 Thursday 7:30 AM-9:30 AM 7:30 EMT Walk the City with the ACM - Todays Selected area is South Main Invitees: Thai, Minh; Ridge, Kristine; Morley, Marc; Mendoza, Steven; Downs, Kathryn; Thai, Minh; Ridge, Kristine; Morley, Marc 10:00 AM-11:00 AM FY 22-23 Budget Kick -Off Meeting Invitees: Barela, Waldo; Arroyo, Francisco; Baik, Michelle; Carroll, Robert; Ciulla, Jack; De Jesus, Reichelle; Elepano, Jasmin; Espindola, Mario; Gomez, Daisy; Gorospe, Susan; Lambert, Samantha; Martinez, Leo; Melgar, Dina; Mercer, Margaret; Mitre -Ramirez, Norma; Mooradian, Sona; Mostafa, Haney; Perez, Daisy; Quezada, Patricia; Quintana, David; Ramdhani, Taira; Sawalha, Harlan; Scott-Leistra, Deborah; Soto, Daniel; Sternberg, Brian; Torres, Melanie; Cardenas, Vanessa; Do, Anne; Downs, Kathryn; McCarron, Shannon; Roche, Dulce; Vidal, Sergio; Ro, Sarah November 19, 2021 Friday 10:00 AM-10:30 AM Discuss GF Balance Invitees: Barela, Waldo; Downs, Kathryn; Vidal, Sergio November 22, 2021 Monday 1:30 PM-2:30 PM Spending Plan for FY 20-21 Results https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 4/6 12/20/21, 11:46 AM Finance Director Monthly Calendar i The City of Santa Ana Invitees: Ridge, Kristine; Downs, Kathryn November 23, 2021 Tuesday 3:00 PM-4:00 PM 1:1 Kathryn & Sergio Invitees: Downs, Kathryn; Vidal, Sergio November 24, 2021 Wednesday 8:30 AM-9:00 AM Signing Party-- Santa Ana City Hall -- Third Floor -- Tenant Improvements Invitees: Rodarte, Seth; Downs, Kathryn; Ortiz, Michael; Linares, Eduardo; 'Grecia Garcia` Cabanas, Michelle, Galvez, William E., Saba, Nabil November 25, 2021 Thursday 7:30 AM-5:30 PM Holiday November 26, 2021 Friday 7:30 AM-5:30 PM Holiday November 29, 2021 Monday November 30, 2021 Tuesday 9:00 AM-10:00 AM Discuss 1st Quarter Presentation Invitees: Barela, Waldo; Downs, Kathryn; Do, Anne 10:00 AM-10:30 AM Measure X prep meeting Invitees: 'Fran Mancia` Vidal, Sergio, Downs, Kathryn, Holt, Will, Barela, Waldo; Laura Burnett; Mary DeLaRosa 10:30 AM-11:30 AM Discuss PWA Budget Needs Invitees: Downs, Kathryn; Saba, Nabil https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 5/6 12/20/21, 11:46 AM Finance Director Monthly Calendar i The City of Santa Ana 1:30 PM-2:30 PM City Budget Invitees: Motsick, Jason; Downs, Kathryn; Figueroa, Ramon 4:00 PM-5:00 PM Federal Infrastructure Bill Invitees: Ridge, Kristine; Downs, Kathryn; Saba, Nabil; Ciulla, Jack; Soto, Daniel https://w .santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 6/6