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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

Q1: Chief Financial Officer Richard F. Goward Jr.'s Calendar: January 1 - March 31, 2013

January 2013

Monday

Tuesday

 

Wednesday

 

Thursday

 

Friday

 

 

1

 

2

10:30-11:30

Interim Beneft Project

1:00-2:00

Sr Policy Analyst

4:00-5:00

HR Director

3

10:00-11:00

BFS Managers Mtg

11:30-1:00

Bureau Directors Lunch

 

4

10:00-10:30

HR Coordinator

7

9:00-11:00

OMF Core Leadership Team

3:30-5:00

OMF Advisory Committee

8

3:00-4:00

Mayor 

4:00-5:00

Debt Manager

9

8:30-9:00

Debt Manager

8:30-9:00

Finanlcial Analyst (Bus Ops) 

10:30-11:30

Interim Benefits Project

1:00-5:00

EBS Design Discussion

10

1:00-3:00

PERS Employer Meeting

11

9:00-10:00

Nichole Hess

10:00-10:30

City Treasurer

10:30-11:30

Sr Bus Ops Manager

3:00-3:30

Mgmnt Analyst (Bus Ops)

14

11:30-12:30

CLT Meeting

3:00-4:00

City Controller

4:30-5:30

MaPS

15

11:30-12:30

Mayor 

2:30-3:00

City Treasurer

3:00-4:00

CFO 

16

10:30-11:30

Interim Benefit Project

1:00-3:00

Core Leadership Team

4:00-4:30

Sr Policy Manager

4:30-5:00

City Treasurer 

17

8:15-8:30

CAO

9:00-10:00

OMF LMC

10:00-10:30

City Treasurer & Economist

 11:30-1:00

Bureau Director Meeting

2:00-2:30

Sr Policy Analyst

3:30-5:00

OMF BAC Meeting

18

9:30-10:00

HR Coordinator

10:00-11:00

PERS Advisors Group

11:00-11:30

City Treasurer

1:30-2:30

Revenue Director

2:30-3:00

City Treasurer 

3:00-4:00

BFS Manager Mtg

21

 

22

2:00-2:30

CBO Director

 

23

10:30-11:30

Interim Benefit Project

1:00-1:30

Financial Analyst (Bus Ops)

24

9:00-11:00

CLT & ELT Meeting

25

10:30-11:30

Debt Manager

11:30-4:00

PERS (Mike Jordan)

28

8:30-9:00

CAO 

11:30-12:30

Mayor

1:30-2:30

BIBS Director

3:00-4:00

City Controller

4:00-4:30

Debt Manager

29

10:00-11:00

CAO 

2:00-2:30

Policy Analyst

3:00-4:00

CAO

30

8:30-9:30

CAO

10:30-11:30

Interim Benefit Project

1:00-2:00

Sr Policy Analyst 

31

9:00-9:30

City Auditor

10:00-11:00

BFS Managers

1:00-1:30

City Controller

3:00-4:00

City Controller

 

 

February 2013

Monday

 

Tuesday

 

Wednesday

 

Thursday

 

Friday

 

     

 

1

 

4

9:45-10:00

Technology Bus Consultant (Mitchell)

12:30-1:00

CAO

1:30-2:30

CAO

2:30-3:00

Staff Rep for Com Fish

3:00-4:00

City Controller

5

8:30-9:00

Debt Manager

9:30-10:00

Debt Manager

10:30-11:00

COS Ruiz

1:00-1:30

City Treasurer

1:30-2:30

CAO/Fin Plan Manager

3:00-4:00

CAO

6

11:00-12:00

CAO

1:00-1:30

Sr. Policy Analyst

1:30-2:00

Mayor

2:00-2:30

City Controller

2:30-3:30

City Treasurer

4:00-5:00

CAO/HR Director

7

9:30-10:00

Sr Bus Ops Manager

10:00-11:00

BFS Manager

1:00-1:30

Mayor

2:30-3:30

Prin Man Auditor

3:30-4:30

CAO

8

8:30-9:00

City Treasurer

10:00-10:30

HR Coordinator

11

HOLIDAY

12

8:00-9:00

CAO

3:00-4:00

Commissioner Fish

13

9:30-10:00

Policy Manager (Commissioner Saltzman)

10:00-11:00

Interim Benefit Project

2:00-3:00

City Debt Mgr/City Controller

4:30-5:30

CAO

14

9:00-11:00

Bureau Directors Meeting

11:00-12:30

ESC/PAC Meeting

2:00-3:00

BIBS Director

4:00-5:00

CAO

15

10:30-11:00

Fin Planning Manager

11:30-12:30

Revenue Director

2:00-3:00

City Treasurer

1:30-2:00

Commissioner Fritz

3:00-4:00

Equity Meeting

18

11:00-11:45

Superfunds

2:00-3:00

City Controler

3:00-4:00

Commissioner Fish

19

11:00-12:00

CAO

20

10:30-11:30

Interim Benefit Project

2:00-3:00

City Treasurer

21

 

22

 

25

8:30-5:00

All Day Core Work Session

26

11:00-12:00

PIO (Housing)

12:00-12:30

Sr Policy Analyst

27

9:30-10:00

Financial Analyst

10:30-11:30

Interim Benefit Project

1:00-2:00

Mayor

4:30-5:30

CAO

 

28

10:15-11:00

Mayor Elect Hales

11:00-11:30

Financial Analyst (Bus Ops)

2:00-3:00

Council

30

11:30-12:00

Financial Analyst (Bus Ops)

 

March 2013

Monday

 

Tuesday

 

Wednesday

 

Thursday

 

Friday

 

 

 

 

 

1

8:30-10:00

CTO

10:00-10:00

BFS Managers Meeting 

10:30-11:00

HR Coordinator

2:45-3:00

CTO 

4

9:00-11:00

Core Leadership Team

12:00-12:30

Mayor

2:00-3:00

Debt Manager

2:30-4:30

Principal Mgmnt Auditor

5

1:00-1:30

Financial Analyst (Bus Ops)

1:30-2:30

City Controller

3:30-4:00

City Controller/Sr Bus Ops Mgr/Chief Procurement Officer

4:30-4:50

Business System Analyst

6

9:30-11:30

City Controller

11:00-12:30

City Controller/Jim Lanzoratta

1:30-2:30

Debt Manager/Sr Policy Analyst

7

11:00-1:00

Bureau Directors Lunch 

8

11

8:00-5:00

OMFOA

12

8:00-5:00

OMFOA

13

8:00-5:00

OMFOA 

14

10:00-11:00

BFS Managers Mtg

1:00-3:00

Customer Information Specialist (BTS)

15

10:30-11:00

HR Coordinator

11:00-12:00

Revenue Director

1:30-2:00

City Controller

2:30-3:00

CTO

3:30-4:30

Sr Policy Analyst

18

9:00-11:00

Core Leadership Team

1:00-1:30

Public Funds/Treasury

4:00-5:00

Municipal Bond Legislation

19

9:00-9:30

Policy Analyst

 

20

 11:00-11:30

HR Director/Sr Policy Analyst 

21

9:00-10:00

OMF LMC 

11:30-1:00

Bureau Director Lunch

3:30-5:00

TRAM EMC Meeting 

22

 

25

11:30-12:30

Mayor

3:30-4:30

City Controller

 26

1:00-1:30

Customer Service Specialist (BTS)

12:00-12:30

Mayor

2:00-3:00

City Controller

3:00-4:00

CAO

 27

2:00-3:00

City Attorney

3:00-4:00

Bus Ops Mgr (HR)/Accountant (BFS)

 28

10:00-11:00

BFS Managers Meeting

11:00-12:00

City Attorney

2:00-3:00

City Controller 

 29

 

 

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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