Executive Dir Finance & Management Svcs (EM), Francisco Gutierrez

September 01, 2017

Friday

2:45 PM-5:00 PM

Vendor Interviews

 

Invitees: Cortez, Robert; Mousavipour, Fred; Gutierrez, Francisco; Funk, John

September 04, 2017

Monday

12:00 AM-12:00 AM

CLOSED: Labor Day

 

September 05, 2017

Tuesday

1:30 PM-2:00 PM

RFP Follow-up Meeting

 

Invitees: Cortez, Robert; Gutierrez, Francisco; Mousavipour, Fred; Funk, John

3:00 PM-4:00 PM

RFCA Review

 

Invitees: Gutierrez, Francisco; Vidal, Sergio

5:30 PM-8:00 PM

City Council Meeting

 

September 06, 2017

Wednesday

9:30 AM-10:30 AM

SFG Retirement Plan Consulting

 

Invitees: Mark Shuster; Kurtz, Cynthia; Magallon, Becky; JoAnn Parrino; Parrino, Joann (jparrino@shusterfinancial.com); mshuster@shusterfinancial.com; April Davis-Horne; Gutierrez, Francisco; Funk, John

10:30 AM-11:30 AM

Executive Management Team Weekly Meeting

 

Invitees: Kurtz, Cynthia; EMT

2:30 PM-3:00 PM

218 Consultant Compliance Review

 

Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Barela, Waldo; Holt, Will; Palacol, Marilyn

4:00 PM-4:30 PM

Review of Credit Card Presentation

 

Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Ortiz, Daniel

September 07, 2017

Thursday

9:00 AM-9:30 AM

457 Deferred Compensation Conference Call

 

Invitees: Castellon, Alvaro; Gutierrez, Francisco; Darren Stewart (dstewart@bfsg.com)

9:30 AM-10:00 AM

Review Information Request w/John Aguilar

 

Invitees: Gutierrez, Francisco; Aguilar, John

10:30 AM-11:30 AM

Foreclosure Ordinance

 

Invitees: Kurtz, Cynthia; Neal, Candida; Gutierrez, Francisco; Mooradian, Sona; Garcia, Jorge (CMO)

2:00 PM-3:00 PM

PD/POA Funding through August

 

Invitees: Castellon, Alvaro; Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo

4:00 PM-4:30 PM

457 Deferred Comp Plan

 

Invitees: Castellon, Alvaro; Gutierrez, Francisco; Funk, John

September 08, 2017

Friday

12:00 AM-12:00 AM

9/80 City Hall Closed

 

September 13, 2017

Wednesday

9:00 AM-9:30 AM

Payroll Discussion

 

Invitees: Gutierrez, Francisco; Vidal, Sergio; Flores, Jaime

10:30 AM-11:30 AM

Executive Management Team Weekly Meeting

 

Invitees: Kurtz, Cynthia; EMT

2:00 PM-3:00 PM

Review Credit Card Presentation/Financial Statement Update

 

Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Ortiz, Daniel

3:45 PM-4:15 PM

457 Retirement Review

 

Invitees: Gutierrez, Francisco; Vidal, Sergio; Castellon, Alvaro

4:30 PM-5:30 PM

Overpayment Process Review

 

Invitees: Vidal, Sergio; Martinez, Maria (Finance); Raya, Edward; Gutierrez, Francisco; Flores, Jaime

September 15, 2017

Friday

3:00 PM-3:30 PM

Staff Transition Meeting

 

Invitees: Gutierrez, Francisco; Vidal, Sergio; Holt, Will; Mancha, Minerva; Rubio, Elizabeth; Rodriguez, Arturo; Gonzalez, Miguel

September 18, 2017

Monday

9:30 AM-10:30 AM

RFCA Review

 

Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Barela, Waldo; Perez, Sandy

2:00 PM-4:00 PM

AMI Presentation

 

Invitees: Saba, Nabil; Gutierrez, Francisco; Ramirez, Teresa; Rosas, Rudy; Barrera, Cesar; Ige, Brian; Hernandez, Robert (PWA); Villela, Edmundo; Fernandez, Armando; Lomeli, Gabriela; Vidal, Sergio; Barela, Waldo; Castellon, Alvaro; Holt, Will; Mancha, Minerva; Rodriguez, Arturo; Vargas, Mirella; Chavez, Alfonso; Amezcua, Ariana; Cung, Kha; Ciulla, Jack; Fruchter, Bruce; Nielsen, Hans

5:00 PM-6:30 PM

Economic Development, Infrastructure, Budget and Technology Committee-Special Meeting

 

Invitees: Ramirez, Teresa; Martinez, Michele; Martinez, Michele; Benavides, David; Sarmiento, Vicente; Zur Schmiede, Robert; Kurtz, Cynthia; Cortez, Robert; Gutierrez, Francisco; Vidal, Sergio; Mousavipour, Fred; Galvez, William E.; Ciulla, Jack; Fetner, Mike; Neal, Candida; Garcia, Jorge (CMO); Flores, Alma; Castro-Cardenas, Julie; Morley, Marc; Brown, Judson; Gilford, Te; Castellon, Alvaro; Barela, Waldo; Nguyen, Katrina; Simon, Sandra; Montiel, Juan

September 19, 2017

Tuesday

3:00 PM-4:00 PM

Investment Threshold

 

Invitees: Holt, Will; Perez, Rosie; Gutierrez, Francisco; Vidal, Sergio; Gonzalez, Miguel; Rodriguez, Arturo; Mancha, Minerva; Rubio, Elizabeth; Nguyen, Katrina; Castellon, Alvaro

5:30 PM-8:00 PM

City Council Meeting

 

September 20, 2017

Wednesday

10:30 AM-11:30 AM

Executive Management Team Weekly Meeting

 

Invitees: Kurtz, Cynthia; EMT

September 21, 2017

Thursday

4:00 PM-5:00 PM

Financial 1st Quarter Review Presentation

 

Invitees: Gutierrez, Francisco; Vidal, Sergio; Castellon, Alvaro; Nguyen, Katrina

5:00 PM-6:00 PM

Mike Busch/Santa Ana Follow up

 

Invitees: Michael Busch; Gutierrez, Francisco; Castellon, Alvaro

September 22, 2017

Friday

12:00 AM-12:00 AM

9/80 City Hall Closed

 

September 26, 2017

Tuesday

2:30 PM-3:30 PM

457 Committee Meeting

 

Invitees: Castellon, Alvaro; Gutierrez, Francisco; Vidal, Sergio; Holt, Will

3:30 PM-4:30 PM

Review Business License Fees

 

Invitees: Gutierrez, Francisco; Holt, Will; Gonzalez, Miguel

September 27, 2017

Wednesday

10:30 AM-11:30 AM

Executive Management Team Weekly Meeting

 

Invitees: Kurtz, Cynthia; EMT

September 28, 2017

Thursday

9:00 AM-10:00 AM

City Manager/Business License Fees

 

Invitees: Kurtz, Cynthia; Gutierrez, Francisco; Holt, Will

September 29, 2017

Friday

10:00 AM-11:00 AM

457 Deferred Comp Plan/BFSG Qtrly Review

 

Invitees: Castellon, Alvaro; Gutierrez, Francisco; Vidal, Sergio; Holt, Will; Darren Stewart (dstewart@bfsg.com); crowey@bfsg.com; 'Chad Noorani'

1:30 PM-2:30 PM

FMSA Division Head Meeting

 

Invitees: Gutierrez, Francisco; Vidal, Sergio; Aguilar, John; Holt, Will; Ro, Sarah; Barela, Waldo; Flores, Jaime; Perez, Sandy; Herschleb, Dan

2:30 PM-3:00 PM

Review Business License Outreach Survey Plan

 

Invitees: Holt, Will; Gutierrez, Francisco