IDEA offers different options to help you grow your data analytics skills.

Introduction to IDEA is a half-day, hands-on workshop that will provide an in-depth overview of the data analysis functionality within the platform including: indexing, summarizing, joining, and filtering. Attendees will first import and perform data verification as well as basic analysis of a general ledger file. Then, an accounts receivable file will be aged and assessed against an AR credit limit file. IDEA’s navigation, visualization capabilities and arsenal of online resources will also be covered to ensure your individual success following this course. We encourage you to complete the “Getting Started with IDEA” webinar prior to attending this course, as you will need to be familiar with IDEA’s basic features and functions.

• • Create and set up projects
  • Navigate the IDEA File Explorer and Library
  • Import Excel files with multiple sheets
  • Use field statistics to verify and reconcile data
  • Summarize and Join Databases
  • Filter data and create extractions
  • Create new fields and basic equations
  • Age and Gap Detection
  • Simple duplicate detection and exclusion
  • Utilize Discover for data visualization
  • File documentation and history using Project overview
  • Resources available to IDEA customers

Cancellation Policy: You may reschedule for another date for the same event or substitute a co-worker without penalty as long as the substitute has similar or more advanced CaseWare IDEA skills. Rescheduling must be for an event within 12 months of the original event date. Otherwise, the cancellation penalties below will apply. Cancellations with a request for a refund must be made in writing before the event start date. Any written cancellation request received 30 days prior to the start of the event will be subject to a US $50 processing fee. Cancellation requests received less than 14 days prior to the start of the event will be subject to a US $250 non-refundable service charge. No refunds will be given for cancellation requests received within 7 days of the event start date. All requests for refunds will be processed within 30 days.

English

Oct 27, 2021 - Oct 27, 2021
10:00 am - 2:00 pm
Central US

L’objectif de ce cours d’introduction de deux jours est d’enseigner aux nouveaux utilisateurs l’essentiel des fonctionnalités de base d’IDEA et de nombreux outils. La formation est immédiatement interactive, les participants ont donc l’occasion d’interagir rapidement avec le logiciel en faisant des exercices et des études de cas au moyen de données-échantillons. Les sujets comprennent la manipulation et l’ajout de champs, la création d’équations, l’importation de données, l’utilisation de plusieurs bases de données, le rapprochement des données, l’isolation de certains enregistrements, la détection des irrégularités, l’échantillonnage, etc.

Notes supplémentaires :

Vous travaillerez dans un laboratoire informatique virtuel, vous n’avez pas besoin d’avoir le logiciel IDEA installé afin de participer au cours.
L’utilisation de deux écrans est vivement recommandée pendant le cours de formation.
Il s’agit d’un cours en direct dirigé par un instructeur, et la participation est obligatoire pendant toute la séance.
Votre formateur vous enverra vos renseignements de connexion une semaine avant le cours.

Politique d’annulation

CaseWare IDEA Inc. exige de recevoir les avis d’annulation au plus tard 10 jours ouvrables avant la date du début de la formation. Si l’avis est remis moins de 10 jours ouvrables avant la formation, 50 % des frais de la formation sont remboursés dans les trois jours ouvrables suivant la date de début de la formation. Aucun remboursement n’est possible si l’avis d’annulation est reçu dans les 3 jours ouvrables avant la date de début de la formation.

Envoyez un courriel à l’adresse ideatraining@caseware.com si vous avez des questions.

Français

Oct 28, 2021 - Oct 29, 2021
9:00 am - 5:00 pm
Eastern US

$1150 CAD

Payroll and Human Resources are heavy with policies, procedures, and tight controls in most companies due to their responsibility over substantial cash outflow. How, then, does a global airline suffer a $35 million payroll fraud? How does an administrative assistant receive $1.4 million in overtime not worked over 17 years? How do 700 clients of a payroll processing company lose their payroll funds for an entire pay cycle? How does a global investment bank end up in a foreign corrupt practices investigation from their hiring tendencies?

This hands-on session offers the tools necessary to detect such problems early. Building off of our Detecting Fraud Using Data Analysis course; we dive deeper into a specific process and add to our repertoire of data analysis techniques. Through hands-on exercises and case studies, you will reinforce your learning, and see fraud as we encounter it in the field.

• Understand Our Role in Fraud Detection:
  • Mindsets that keep people from detecting fraud
  • A five-step approach to fraud detection
• Recognize What Can Go Wrong in Payroll & Human Resources:
  • How to detect ghosts on the payroll, incentive-drive frauds, theft in time reporting, false recruiting, embezzlement of payroll funds, corrupt hiring practices, and the newer phishing scams targeting Human Resources
  • How to work with HR to create an environment hostile towards fraud
• Apply Data Analysis Techniques to Case Studies:
  • Building logical extractions to target symptoms of problems; identifying curious patterns; practical analyses for detecting violations of statistical laws
  • Payroll and HR fraud cases worth knowing, how to analyze them, and how to build an effective ‘pre-mortem’ testing plan to avoid the same problems

Cancellation Policy: You may reschedule for another date for the same event or substitute a co-worker without penalty as long as the substitute has similar or more advanced CaseWare IDEA skills. Rescheduling must be for an event within 12 months of the original event date. Otherwise the cancellation penalties below will apply. Cancellations with a request for refund must be made in writing before the event start date. Any written cancellation request received 30 days prior to the start of the event will be subject to a US $50 processing fee. Cancellation requests received less than 14 days prior the start of the event will be subject to a US $250 non-refundable service charge. No refunds will be given for cancellation requests received within 7 days of the event start date. All requests for refunds will be processed within 30 days.

English

Oct 29, 2021 - Oct 29, 2021
8:30 am - 4:30 pm
Central US

This two-day course is ideal for those who have completed the IDEA Data Analysis Level 1 training or have a sound understanding of IDEA functionality. Participants learn more advanced topics, such as creating complex equations or criteria, automating tasks and connecting databases. Topics include advanced imports, data profiling with Benford’s Law, advanced extractions, connecting multiple databases, advanced @functions, custom functions, and introduction to automation in IDEA.

Additional Notes:

You will be working within a virtual computer lab; you do not need IDEA installed in order to attend.
The use of two monitor screens is strongly recommended during your training course.
This is a live, instructor-led course, and attendance is required throughout the session.
Your trainer will send your login information one week prior to the course.

Cancellation Policy

CaseWare IDEA Inc. requires notice of cancellation no later than 10 business days before the training start date. If less than 10 business days’ notice is given, 50% of the training fee will be refunded up to three business days before the training start date. No refund is possible if notice of cancellation is received less than three business days before the training start date.

Please contact ideatraining@caseware.com with any questions.

English

Nov 2, 2021 - Nov 3, 2021
11:00 am - 7:00 pm
Eastern US

$1150 CAD

Cancellation Policy: You may reschedule for another date for the same event or substitute a co-worker without penalty as long as the substitute has similar or more advanced CaseWare IDEA skills. Rescheduling must be for an event within 12 months of the original event date. Otherwise, the cancellation penalties below will apply. Cancellations with a request for a refund must be made in writing before the event start date. Any written cancellation request received 30 days prior to the start of the event will be subject to a US $50 processing fee. Cancellation requests received less than 14 days prior to the start of the event will be subject to a US $250 non-refundable service charge. No refunds will be given for cancellation requests received within 7 days of the event start date. All requests for refunds will be processed within 30 days.

English

Nov 9, 2021 - Nov 10, 2021
8:30 am - 4:30 pm
Central US

Introduction to IDEA is a half-day, hands-on workshop that will provide an in-depth overview of the data analysis functionality within the platform including: indexing, summarizing, joining, and filtering. Attendees will first import and perform data verification as well as basic analysis of a general ledger file. Then, an accounts receivable file will be aged and assessed against an AR credit limit file. IDEA’s navigation, visualization capabilities and arsenal of online resources will also be covered to ensure your individual success following this course. We encourage you to complete the “Getting Started with IDEA” webinar prior to attending this course, as you will need to be familiar with IDEA’s basic features and functions.

• • Create and set up projects
  • Navigate the IDEA File Explorer and Library
  • Import Excel files with multiple sheets
  • Use field statistics to verify and reconcile data
  • Summarize and Join Databases
  • Filter data and create extractions
  • Create new fields and basic equations
  • Age and Gap Detection
  • Simple duplicate detection and exclusion
  • Utilize Discover for data visualization
  • File documentation and history using Project overview
  • Resources available to IDEA customers

Cancellation Policy: You may reschedule for another date for the same event or substitute a co-worker without penalty as long as the substitute has similar or more advanced CaseWare IDEA skills. Rescheduling must be for an event within 12 months of the original event date. Otherwise, the cancellation penalties below will apply. Cancellations with a request for a refund must be made in writing before the event start date. Any written cancellation request received 30 days prior to the start of the event will be subject to a US $50 processing fee. Cancellation requests received less than 14 days prior to the start of the event will be subject to a US $250 non-refundable service charge. No refunds will be given for cancellation requests received within 7 days of the event start date. All requests for refunds will be processed within 30 days.

English

Nov 10, 2021 - Nov 10, 2021
10:00 am - 2:00 pm
Central US

English

Nov 11, 2021 - Nov 11, 2021
10:00 am - 2:00 pm
Central US

This two-day advanced applications course guides users through the creation of applications using a custom interface. The course introduces experienced users to the use of arrays to obtain data from users or from an IDEA database, as well as error handling and validation to make applications into stronger solutions. Hands-on training will ensure you obtain the skills required to create powerful IDEAScript applications.

Prerequisite: Completion of CI104 IDEAScript for Analysts Level 1.

Additional Notes:

You will be working within a virtual computer lab; you do not need IDEA installed in order to attend.
The use of two monitor screens is strongly recommended during your training course.
This is a live, instructor-led course, and attendance is required throughout the session.
Your trainer will send your login information one week prior to the course.

Cancellation Policy

CaseWare IDEA Inc. requires notice of cancellation no later than 10 business days before the training start date. If less than 10 business days’ notice is given, 50% of the training fee will be refunded up to three business days before the training start date. No refund is possible if notice of cancellation is received less than three business days before the training start date.

Please contact ideatraining@caseware.com with any questions.

English

Nov 15, 2021 - Nov 16, 2021
9:00 am - 5:00 pm
Eastern US

$1150 CAD

The purpose of this two-day introductory course is to acquaint new users with the bulk of IDEA’s basic functionality and breadth of tools. Training is immediately hands-on, so participants have the opportunity to quickly interact with the software by completing exercises and case studies using sample data. Topics include manipulating and adding fields, building equations, importing data, using multiple databases, reconciling data, isolating specific records, identifying irregularities, sampling, and more.

Additional Notes:

You will be working within a virtual computer lab; you do not need IDEA installed in order to attend.
The use of two monitor screens is strongly recommended during your training course.
This is a live, instructor-led course, and attendance is required throughout the session.
Your trainer will send your login information one week prior to the course.

Cancellation Policy

CaseWare IDEA Inc. requires notice of cancellation no later than 10 business days before the training start date. If less than 10 business days’ notice is given, 50% of the training fee will be refunded up to three business days before the training start date. No refund is possible if notice of cancellation is received less than three business days before the training start date.

Please contact ideatraining@caseware.com with any questions.

English

Nov 16, 2021 - Nov 17, 2021
9:00 am - 5:00 pm
Eastern US

$1150 CAD

Taking Your IDEA Skills to the Next Level

Cancellation Policy: You may reschedule for another date for the same event or substitute a co-worker without penalty as long as the substitute has similar or more advanced CaseWare IDEA skills. Rescheduling must be for an event within 12 months of the original event date. Otherwise, the cancellation penalties below will apply. Cancellations with a request for a refund must be made in writing before the event start date. Any written cancellation request received 30 days prior to the start of the event will be subject to a US $50 processing fee. Cancellation requests received less than 14 days prior to the start of the event will be subject to a US $250 non-refundable service charge. No refunds will be given for cancellation requests received within 7 days of the event start date. All requests for refunds will be processed within 30 days.

English

Nov 16, 2021 - Nov 17, 2021
8:30 am - 4:30 pm
Central US