Loading...
HomeMy WebLinkAbout11-2024 DOWNS12/10/24, 9:49 AM Executive Director of Finance and Management Services November 2024.htm Executive Director of Finance and Management Services (EM),, Kathryn Downs November 01 2024 Friday November 04 2024 Monday 10:00 AM-10:30 AM Santa Ana/Meeder - Monthly Investment Update Invitees: Jim McCourt; Perez, Rosie; Downs, Kathryn; Trinidad, Alexander 3:00 PM-4:00 PM Cit Projects Meeting Invitees: Thai, Minh; Nunez, Alvaro; Mendoza, Steven; Carvalho, Sonia R.; 'sonia.carvalho@bbklaw.com'; Rodriguez, Robert; Saba, Nabil; Downs, Kathryn; Scott, Hawk; Kwak, Jason; Gabriel, Jason; Barrera, Cesar; Morley, Marc; Brown, Judson; Eakins, Paul; Pezeshkpour, Ali; Macedonio, Margarita; Trinidad, Alexander; Rosas, Rudy; Kekula, Zdenek; Garcia, Michael (CDA); St Clair, Suzanne; Pagano, Timothy; Mills, Susan; Crosthwaite, Melissa; Sternberg, Brian; Castro, Maria Miranda (Library); Sepulveda, Maria; Vazquez, Sylvia; Portugal, Yvette; Ciulla, Jack; Sorenson, Mathew; Rodriguez, Julian 3:00 PM-4:00 PM Fiscal Officers Department Monthly Business Meeting November 05 2024 Tuesday November 06 2024 Wednesday 9:00 AM-10:00 AM 1:1 Kat & Alex T. Invitees: Downs Kathryn; Trinidad Alexander 10:30 AM-11:00 AM Connect: Kat & Lori Invitees: Schnaider, Lori • Downs Kathryn 12:00 PM-12:30 PM Connect: Tim Pagano & Kat Downs Invitees: Downs Kathryn; Pagano, Timothy 2:00 PM-3:00 PM Connect: Kat- & Gab Invitees: Downs Kathryn; Lomeli Gabriela November 07 2024 Thursday 10:00 AM-12:00 PM EMT Bi-Weekly Meeting Invitees: Mills, Susan; Carvalho, Sonia R.; James Henerey; Downs, Kathryn; Plotnik, Elizabeth; Saba, Nabil; Ciulla, Jack; Eakins, Paul; Sternberg, Brian; Thai, Minh; Soto, Daniel; Nunez, Alvaro; Rodriguez, Robert; Scott, Hawk; Mendoza, Steven; Yocely OCFA Galindo; Garcia, Michael (CDA); Hall, Jennifer; Alcala, Abigail; Schnaider, Lori 3:00 PM-4:00 PM 1:1 Kat & Alex G. Invitees: Downs Kathryn; Gutierrez Alejandra November 08 2024 Friday 8:00 AM-8:30 AM City of Santa Ana and SCE - UUT Invitees: Garcia -Miller, Andrea; 'Lutfi Kharuf'; 'Edelstein, Laurie J.'; Downs Kathryn; Gutierrez Alejandra 8:00 AM-5:00 PM Santa Ana City Hall Closed November 11 2024 Monday 7:30 AM-5:30 PM Holiday November 12 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 1:1 Lulu & Kat 11:00 AM-12:00 PM Invitees: Downs Kathryn; Medel Lulu 2:00 PM-3:00 PM NEW P025 PROCESS - ENCUMBRANCES Invitees: Lopez, Karla; Downs, Kathryn; Barela, Waldo; Torres, Melanie; Gonzalez, Lizbeth; Perez, Sandy; Quintana, David; Orozco, Norma; Jenkins, Jay; Mooradian, Sona; Villareal, Francine; Castro, Maria; Dario, Dylan; Lynch, Breanna; Soto, Daniel; Rocha, Dulce; Hall, Jennifer; De Jesus, Reichelle; Andrade, Kristin; Gorospe, Susan; Quezada, Patricia; Lomeli, Gabriela; Santiano, Edith; Flores, Eduardo; Dhauw, Jonathan; Orozco, Kimberly; Heredia-Espinoza, Eunice; Buyers; Martinez, Leo; Vu, Thao; Reyes, Kathia; Munoz, Sandra; Frankston, Emerson; Guzman, Elizabeth; Gilbert Ha le • AccountsPa able 3:30 PM-4:00 PM Santa Ana and SCE - EUT Invitees: Garcia -Miller, Andrea; Downs, Kathryn; lutfi.kharuf@bbklaw.com; Gutierrez, Alejandra; 'Edelstein, Laurie J. _ November 13 2024 Wednesday 9:00 AM-10:00 AM 1:1 Kat & Alex T. Invitees: Downs Kathryn; Trinidad Alexander 2:00 PM-3:15 PM Budget Informational Panel file:///R:/FMSA/Executive Director of Finance and Management Services November 2024.htm 1/3 12/10/24, 9:49 AM Executive Director of Finance and Management Services November 2024.htm Invitees: Nunez, Alvaro; Vazquez, Sylvia; Flores, Gaston; Downs, Kathryn; November 14 2024 Thursday 6:30 AM-7:30 AM Holland & Knight Post -Election Breakfast Briefing with Bloomberg Government Confirmation Invitees: Rachel Benoudiz• Downs Kathryn 10:00 AM-2:00 PM GFOA Governmental GAAP Update November 15 2024 Friday November 18 2024 Monday 7:30 AM-5:00 PM Interview Panel - SAPD Deputy Chief Process 10:00 AM-11:30 AM 457 QTRLY Review Meeting Invitees: Downs, Kathryn; Trinidad, Alexander; Perez, Rosie; Motsick, Jason; Schnaider, Lori; Murray, James; AntoniaL@bfsg.com; ChadN@bfsg.com; Julie.Klassen@empower.com; Antonia L@bfsg.com; ChadN@bfs .com• Julie. Klassen@em ower.com 3:00 PM-4:00 PM City Projects Meeting Invitees: Thai, Minh; Mendoza, Steven; Carvalho, Sonia R.; Rodriguez, Robert; Saba, Nabil; Downs, Kathryn; Scott, Hawk; Gabriel, Jason; Barrera, Cesar; Morley, Marc; Brown, Judson; Eakins, Paul; Trinidad, Alexander; Rosas, Rudy; Kekula, Zdenek; Garcia, Michael (CDA); Sternberg, Brian; Nunez, Alvaro; 'sonia.carvalho@bbklaw.com'; Kwak, Jason; Pezeshkpour, Ali; Macedonio, Margarita; St Clair, Suzanne; Pagano, Timothy; Mills, Susan; Crosthwaite, Melissa; Castro, Maria Miranda (Library); Sepulveda, Maria; Vazquez, Sylvia; Portugal, Yvette• Ciulla Jack November 19 2024 Tuesday 4:00 PM-5:30 PM Council Closed Session Invitees: Schnaider, Lori; 'Peter J. Brown'; Durham, Daniel; Downs, Kathryn 5:00 PM-7:00 PM Council Meeting November 20 2024 Wednesday 9:00 AM-10:00 AM 1:1 Kat & Alex T. Invitees: Downs Kathryn; Trinidad Alexander 10:30 AM-11:00 AM Connect: Kat & Lori Invitees: Schnaider, Lori; Downs Kathryn 3:00 PM-4:00 PM 1:1 Kat & Alvaro Invitees: Nunez Alvaro Downs Kathryn November 21 2024 Thursday 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, Paul; Sternberg, Brian; Thai, Minh; Soto, Daniel; Nunez, Alvaro; Rodriguez, Robert; Scott, Hawk; Mendoza, Steven; Yocely OCFA Galindo; Garcia, Michael (CDA); Hall, Jennifer; Alcala, Abigail; Schnaider, Lori 3:00 PM-4:00 PM 1:1 Kat & Alex G. Invitees: Downs Kathryn; Gutierrez Alexandra November 22 2024 Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed November 25, 2024 Monday 9:00 AM-9:30 AM City of Santa Ana/bleeder - Monthly Investment Update Invitees: Jim McCourt; Perez, Rosie; Downs, Kathryn; Trinidad, Alexander• Benjamin Seh 11:00 AM-12:00 PM Bristol & Edinger Parking Lot Invitees: Downs, Kathryn; Scott, Hawk; Arroyo, Francisco; Leon, Monique; Pagano, Timoth 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; Saba, Nabil; Downs, Kathryn; Scott, Hawk; Kwak, Jason; Gabriel, Jason; Barrera, Cesar; Morley, Marc; Brown, Judson; Eakins, Paul; Pezeshkpour, Ali; Macedonio, Margarita; Trinidad, Alexander; Rosas, Rudy; Kekula, Zdenek; Garcia, Michael (CDA); St Clair, Suzanne; Pagano, Timothy; Mills, Susan; Crosthwaite, Melissa; Sternberg, Brian; Castro, Maria Miranda (Library); Sepulveda, Maria; Vazquez, Sylvia; Portugal, Yvette; Sorenson, Mathew; Rodriguez, Julian; Ortiz, Michael; Ciulla, Jack November 26 2024 Tuesday 2:00 PM-3:00 PM Care Ambulance Internal Invitees: Downs Kathryn; Gutierrez Alejandra; Zubiate Robert November 27 2024 Wednesday 9:00 AM-10:00 AM 1:1 Kat & Alex T. file:///R:/FMSA/Executive Director of Finance and Management Services November 2024.htm 2/3 12/10/24, 9:49 AM Executive Director of Finance and Management Services November 2024.htm Invitees: Downs Kathryn; Trinidad Alexander 10:00 AM-11:00 AM FY23-24 GF Fund Balance Invitees: Downs, Kathryn; Ro, Sarah; McCarron, Shannon; Do, Anne• Trinidad, Alexander 11:30 AM-1:00 PM Connect: Kat & Lori Invitees: Schnaider, Lori • Downs Kathryn November 28 2024 Thursday 7:30 AM-5:30 PM Holiday November 29 2024 Friday 8:00 AM-5:00 PM Holidav file:///R:/FMSA/Executive Director of Finance and Management Services November 2024.htm 3/3