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Office of Management & Finance

Bureau of Financial Services

Financial Services has been re-organized under the office of the CAO

Phone: 503-823-5288

Fax: 503-823-5384

1120 SW 5th Avenue, Rm 1250, Portland, OR 97204

Q2: Chief Financial Officer Richard F. Goward Jr.'s Calendar: April 1 - June 30, 2012

Office of Management & Finance

Chief Financial Officer Richard F. Goward Jr.

Reporting Calendar for Quarter 2:  April 1 - June 30, 2012

April 2012

 Monday 

 Tuesday

 

Wednesday 

 

Thursday 

 

Friday 

 

2  

9:00-9:30

Budget Worksession

2:00-2:45

CAO

3:00-3:30

Financial Analyst

8:30-9:00

Staff Meeting

3:00-5:00

Credit Union Workgroup re: Public Funds

1:45-3:00

OMF's Budget Work Session

3:00-4:00

City Treasurer

4:00-5:15

Mayor 

8:30-10:00

EBS Execytive Steering Committee

10:00-11:00

City Controller

11:30-1:00

Bureau Directors Lunch

2:00-5:00

Budget Worksession

6

9:00-10:00

COS Yocom

10:00-11:30

Mayor 

3:00-4:00

CAO

4:30-5:00

Business Systems Analyst - EBS

9

9:00-11:30

Mayor 

3:00-4:00

Mayor 

10

9:00-12:00

Mayor  

1:30-2:00

Mayor 

2:00-2:30

Debt Manager

3:00-4:00

Mayor 

11

2:30-3:30

City Treasurer 

12

9:30-10:00

Sr. Bus Ops Manager

11:00-11:30

HR Director

1:00-2:00

Core Leadership Team Meeting

4:00-5:00

MAPS Advisory 

13

8:30-9:00

Financial Planning Manager

9:00-10:00

Budget Briefing

10:00-10:30

HR Coordinator

10:30-11:30

City Economist & Financial Planning Manager

1:30-2:00

Mayor 

3:30-4:00

CAO

16

9:00-11:00

Core & Extended Leadership Team

11:00-1:00

Mayor

1:30-2:30

Mayor

3:00-3:30

City Controller 

3:30-4:00

CAO 

4:30-5:00

EBS Manager

17

10:30-11:30

Mayor

3:00-3:30

CTO 

4:00-5:30

Mayor 

18

9:00-10:00

Staff Meeting

12:00-2:00

Mayor

2:00-3:00

Commnissioner Fritz 

3:15-3:30

Prin Management Analyst

3:30-4:30

City Treasurer

19

9:00-10:00

OMF LMC 

10:00-11:00

Mayor

10:30-12:00

PAC Meeting 

1:00-2:00

Fin Planning Manager

1:30-3:30

Core Leadership Team 

20

9:00-9:30

Auditor Deputy Chief

9:30-10:00

Admn Supervisor

10:30-11:00

EBS Manager

11:00-12:00

Budget Review 

1:30-2:30

Budget Review

2:00-4:40

Mayor 

23

10:00-12:00

Mayor

3:00-4:00

Budget Update

24

9:30-11:00

Budget Briefing

1:00-2:00

VDI Review

2:30-3:00

Audit Review

3:00-4:00

Mayor

4:00-5:00

Business Systems Analyst - EBS 

25

2:30-3:30

City Treasurer 

3:30-4:30

Revenue Bureau Director 

26 

1:00-2:00

Financial Planning Manager

2:00-3:00

Manager Meeting

3:30-4:00

Meet & Greet - Don Pearson

4:00-5:00

Mayor 

27

10:00-10:30

HR Coordinator

11:40-12:00

Mayor 

3:30-5:00

Mayor 

30

9:00-10:00

Mayor 

1:00-2:00

Mayor 

2:00-2:30

Commissioner Fritz

2:30-3:45

Mayor

 

 

 

 

 

 

 

May 2012

 Monday

 

 

 Tuesday

 

 

Wednesday 

 

 

Thursday 

 

 

Friday 

 

 

 

9:30-10:30

Staff Meeting

10:00-1:00

Mayor 

2:00-3:30

Tram EMC Meeting

3:30-5:00

Mayor

2

10:30-11:00

CAO 

12:30-2:00

Mayor

2:30-3:30

City Treasurer

4:00-5:00

Mayor

3

10:00-10:30

Commissioner Saltzman

10:30-11:00

Commissioner Fish

11:00-11:30

Commissioner Leonard 

11:30-12:00

Commissioner Fritz

11:30-1:00

Bureau Directors Lunch 

1:15-1:30

Commissioner Leonard 

2:35-2:50

Commissioner Saltzman

3:00-3:15

City Auditor 

4

10:00-11:00

Deferred Comp

1:30-2:00

COS Yocom

2:30-3:00

Debt Manager 

7

10:30-11:00

Commissioner Fritz

1:30-2:30

City Treasurer & Umpqua Bank

8

8:00-5:00

Strategic Plan Steering Committee Meeting

9

2:30-3:30

City Treasurer

3:30-4:30

Mayor

10

8:00-9:00

OMF Advisory Committee Meeting

9:30-10:00

Sr. Finanical Analyst (Financial Planning)

10:00-11:00

BFS Managers Meeting

12:30-1:30

CAO

1:30-2:00

OMF LMC 

2:30-3:00

CAO

3:00-4:00

Fin Planning Manager

11

9:00-10:00

Meet & Greet - Craig Zeff

10:00-10:30

HR Coordinator

14

11:00-11:30

Mayor

3:30-4:00

City Debt Manager 

15

8:30-9:30

Staff Meeting

2:30-3:00

CTO

16

9:00-10:00

Sr Financial Analyst (Financial Planning)

2:30-3:30

City Treasurer 

3:30-4:00

City Controller

17

10:30-11:30

City Treasurer

1:00-3:30

Financial Planning Manager 

3:30-4:00

City Treasurer 

6:30-8:30

Budget Forum 

18

9:00-10:30

ING Annual Report

11:00-12:00

City Controller

1:00-2:00

Auditor Deputy Chief

2:00-3:00

City Treasurer 

4:00-4:30

EBS Manager

21

1:00-2:00

Mayor

3:00-4:00

City Controller

22

9:00-10:00

Staff Meeting

1:00-2:00

City Attorney 

23

2:30-4:30

Fiscal Year-end Kickoff

4:00-4:30

Revenue Director 

24

8:30-9:30

Sr Bus Ops Manager

10:00-11:00

BFS Managers Meeting

1:30-2:00

Mayor 

2:30-3:30

City Treasurer

3:30-4:00

Mayor 

25

10:00-10:30

HR Coordinator

10:30-11:30

Arts & Culture Director

11:30-12:30

CAO

28

HOLIDAY

29

9:00-10:00

Staff Meeting

1:30-5:00

Strategic Plan Steering Committee Meeting

30

9:30-10:30

City Council  

2:30-3:30

City Treasurer 

31

1:00-2:00

Fin Planning Manager

3:00-3:30

Fin Planning Manager

3:30-4:30

CAO

4:30-7:00

Bond Lawyer Open House

 

 

June 2012

 Monday

 

 

 Tuesday

 

 

Wednesday 

 

 

Thursday 

 

 

Friday 

 

 

 

 

 

 

 

 

1

10:00-11:00

Revenue Director 

4

8:00-5:00

OMF Strategic Task Force Work Session 

5

8:00-5:00

OMF Strategic Task Force Work Session 

6

8:00-5:00

OMF Strategic Task Force Work Session 

7

8:00-5:00

OMF Strategic Task Force Work Session 

9:30-10:30

Meet & Greet - Kyle Morrow

10:30-11:00

HR Coordinator

11:30-12:00

City Economist

12:00-12:30

Mayor 

1:00-2:00

MercyCorps

11

12:00-1:00

Mayor 

2:30-3:30

Commissioner Fritz

12

9:00-11:00

BHR Forum

2:00-3:00

Commissioner Saltzman

3:30-4:00

CAO

13

2:00-2:30

EBS Manager

10:00-11:00

BFS Managers Meeting

3:00-4:00

Mayor 

14

10:00-11:00

CAO

1:00-2:00

Fin Planning Manager

4:00-5:00

Mayor 

15

8:00-9:00

City Team

10:00-10:30

COS Yocom 

11:00-12:15

Mayor 

18

10:00-11:00

Sr Bus Ops Manager

2:00-3:00

Mayor 

3:00-4:00

City Controller

4:00-5:00

Glenn Gelbrich

19

8:30-9:30

Staff Meeting 

11:00-1:00

Bureau Director Lunch

1:30-2:00

Mayor 

2:00-3:00

Fin Planning Manager

3:00-3:30

CFO 

4:00-5:00

Assistant Housing Director 

20

8:30-9:30

Debt Reserves Audit Review

10:00-11:00

CAO

2:30-3:30

City Treasurer

2:30-3:30

City Treasurer

4:00-5:00

TSCC Hearing

21

8:00-10:00

AKT 

9:00-10:00

OMF LMC 

10:30-12:00

PAC 

1:00-2:00

Fin Planning Manager

2:00-3:00

Budget Adoption - City Council

3:30-4:00

COS Yocom 

22

 

25

10:00-12:00

CORE Leadership Team

1:00-3:00

ECC Finance Work Group

26

9:00-10:00

Staff Meeting 

1:00-2:00

CAO  

2:15-3:15

Housing Director

4:00-4:30

CAO 

27

2:30-3:30

City Treasurer

2:45-3:45

Arts & Culture Director

28

9:00-9:30

Bus Ops Meeting

9:30-10:00

City Attorney

10:00-11:00

Meet & Greet - Diamatris Winston

1:00-2:00

Fin Planning Manager

2:00-2:30

HR Site Team Manager

2:30-3:00

City Economist 

4:00-4:30

City Controller 

29

9:00-9:30

City Controller

10:00-10:30

CAO

11:00-11:30

City Controller

2:00-3:00

Commissioner Fish

3:00-4:00

Housing Assitant Director

4:30-5:00

CAO

 

This calendar represents the bureau director's official schedule of regular meetings plus any additional special meetings. Directors are often double-booked and calendars sometimes change on short notice.

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