Meeting/Event Information

August 18 Webinar with Sirius Solutions LLLP

August 18, 2020
1:30 PM - 2:30 PM


Topic: Automation & Streamlining Finance Processes
Speakers: Daniel Bercaw & Ilene Kappel

Program Description:  With 2020 serving as a catalyst to find cost efficiencies with a COVID-19 pandemic back drop, organizations are seeking various types of streamlining and automation techniques as a solution to increase productivity and provide sustainable cost savings to their stakeholders.  In this program, we’ll cover the utilization ofMicrosoft Excel, Power Business Intelligence and Robotic Process Automation as potential platforms for organizations to consider.  Additionally, we’ll cover real life examples on how these solutions have positively impacted organizations.    


Daniel Bercaw – Chief Financial Officer, GenOx Transportation

Daniel is the Chief Financial Officer of GenOx Transportation, a private equity backed cryogenic transportation company headquartered in the Greater Houston area.  He was previously the Chief Financial Officer - Americas at Airswift and held leadership finance roles at Express Energy Services and Total Safety US.  Daniel started his career in audit at PwC.  He has extensive experience in ERP implementations, streamlining business processes and financial reporting.  He also has implemented Power BI and other finance automation tools.  

Daniel has been a Director for both Private and Not-For-Profit organizations since 2016.  He holds Board positions for both the Fory Charitable Trust and Vision Rescue who provide philanthropic aid to orphans and children to both Russia and India, respectively.  In 2020, Daniel was appointed to the Board of Directors of the FEI Scholarship Foundation, whose mission is to provide scholarships to deserving accounting students from 12 participating Houston area universities through corporate and private sponsorship.

Daniel has both a Bachelors and Masters of Public Accountancy from Mississippi State University and is a Certified Public Accountant with the State of Texas.


Ilene Kappel - Director,  Sirius Solutions, L.L.L.P.

Ilene Kappel joined Sirius Solutions, L.L.L.P. in 2013 and has partnered with various clients to improve financial processes and controls, saving significant time and money for clients.  She has served in numerous Interim Controllership roles and has continually assessed processes and implemented improvements. She has gained an appreciation for cost savings and efficiency improvements achieved  through streamlining and automation processes, particularly with the new Power Platform tools such as Excel Power Query, Excel Power Pivots, Microsoft Power BI, and Robotic Process Automation. 

Ilene brought an extensive financial leadership background to Sirius Solutions, starting her career in Internal Audit with Kraft Foods and progressing to Controller/VP-Finance in the Manufacturing Defense industry at Recon/Optical, Inc., and Controller at BAE Systems. She received her Bachelors of Science in Business Administration from The Ohio State University and is a Certified Public Accountant with the State of Illinois.


1 hour CPE credit

Once you register you will receive a confirmation email with a link to be able to access the webinar - you must register to receive the link and be sure to save the email containing the link.

More information to come. 

Thank you to our Strategic Partner


$0.00 Member

$0.00 Non Member