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

IDEA Data Analysis – Intro to IDEA – August 4 – Online

Level 1

Live, Online
Aug 4, 2021 10:00 am
 

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.

 

After completing this training, participants will be able to:

 

    • 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.

Register

English

Aug 4, 2021 - Aug 4, 2021
10:00 am - 2:00 pm
Central US

IDEAScript for Data Analysts Level 2 – August 9-10 – Online

Level 2

Live, Online
Aug 9, 2021 8:30 am
IDEAScript for Data Analysts Level 2 is a virtual, hands-on, advanced applications course that guides you through the creation of applications using a custom interface. This course integrates the fundamental knowledge from the Introduction to IDEAScript to create applications that allow you to interface with the user. You will be introduced to the use of Arrays to obtain data from users or from an IDEA Database as well as error handling and validation to make your application a stronger solution. Hands-on training will ensure you obtain the skills required to create powerful IDEAScript applications. You will also utilize the IDEAScript Editor to create a wide range applications to help streamline your daily workflow. This training is instructor-led within a virtual desktop environment to guide you through various examples of different integrations and provides you the ability to ask questions and test your knowledge.

 

 

After completing this training, participants will understand:
  • Introduction to Arrays
  • Introduction to Custom Dialogs
  • Error Validation
  • Application Development
  • Good Programming Practices

 

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.

 

Register

English

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

Data Cleansing Using IDEA - August 12 - Online

Level 1

Live, Online
Aug 12, 2021 10:00 am
Data analytic tools help auditors scale their audit tests over the entire data population with minimal or no increase in time and cost, generating analyses and evidence with laser precision. However, the output is only as good as the input. Data preparation is a critical step in the analysis process, one that can be time-consuming without proper know-how. Our expert instructor will walk you through the steps to import, cleanse, format and profile data to extract maximum value and deliver meaningful insights. Attendees will return to work with a better understanding of how to improve data quality in IDEA.

 

 

Upon completion of this course, users will be able to:

 

 

  • Understand why data quality is integral for professionals applying data analytics in their engagements
  • Learn techniques such as cleansing, formatting and profiling data to extract maximum value
  • Validate the data to ensure high levels of accuracy
  • Test data correctness, timeliness, relevance and completeness

 

 

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 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.

 

Register

English

Aug 12, 2021 - Aug 12, 2021
10:00 am - 2:00 pm
Central US

IDEA Data Analysis Level 1 - August 17-18 – Online

Level 1

Live, Online
Aug 12, 2021 8:30 am
IDEA® Data Analysis Level 1 is a hands-on, two-day,comprehensive introductory course that will acquaint new users with the IDEA platform’s functionality and wide range of
tools to simplify your daily workflow and deliver greater insights. Participants will have the opportunity to interact with the software through a range exercises using sample data
and will receive personalized support from the instructor – promoting improved competency of the content. Topics include, but are not limited to adding and manipulating fields, building equations, importing data, using multiple databases, reconciling data, identifying irregularities, isolating specific records, and sampling. Relevant real-world case studies
will also be shared.

 

After completing this training, participants will be able to:

 

  • Understand the basic features and functionality of the IDEA platform
  • Determine what data is required, and how to obtain and import various types
  • Effectively manage and use multiple databases(append and join databases
  • Reconcile and examine data to search for outliers and potential fraud
  • Isolate specific records for further investigation
  • Profile data using stratification and summarization
  • Identify irregularities including Duplicate Key and Gap Detection
  • Apply commonly-used sampling techniques: systematic, random and stratified random
  • Build equations to add virtual fields, filter, sort,and match data, automate repeatable processes

 

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.

 

Register

English

Aug 12, 2021 - Aug 13, 2021
8:30 am - 4:30 pm
Central US

Análisis de datos IDEA

Level 1

LIVE, Online
Aug 16, 2021 8:00 am

En 15 horas efectivas de capacitación, el participante se familiarizará con la funcionalidad básica de IDEA y sus herramientas. Es un curso completamente práctico que permite la experiencia de aprender utilizando la herramienta a través de ejercicios y casos prácticos.
Al finalizar el curso el participante podrá:
-Comprender el propósito y las características exploradas de IDEA
-Situarse en tareas específicas de su trabajo, en las cuales pueda utilizar el software
-Determinar datos requeridos e importarlos a IDEA
-Usar IDEA en labores de auditoría y otros campos para aumentar su eficacia y eficiencia
-Reducir el nivel de riesgo de su organización mediante el uso del software y sus pruebas.”

Si la cancelación ocurre dos semanas antes del evento, se procederá a la devolución del 75 % del valor, si es una semana antes se devolverá el 50% del valor, si es en menos de una semana, se reserva el espacio para la siguiente capacitación del mismo tipo u otra con igual valor, siempre que cumpla con los requisitos (el usuario no pierde ni parcial ni totalmente el monto invertido y esta última opción puede aplicarse a las modalidades previas de dos semanas o una semana antes del evento).

Register

Español

Aug 16, 2021 - Aug 17, 2021
8:00 am - 4:00 pm
Other

$380 USD

Análisis de datos IDEA

Level 2

LIVE, Online
Aug 16, 2021 8:00 am

Este curso de 15 horas efectivas de Capacitación es ideal para aquellos que han completado el curso CI101 Análisis de datos IDEA – Nivel 1 o tienen un conocimiento amplio de las funcionalidades de IDEA.
Los participantes aprenderán:
-Conceptos que podrán aplicar en análisis financieros, en auditoría y otras actividades.
-Tecnicas avanzadas y las mejores prácticas.
-Autamatizar procesos de análisis.
-A utilizar el software para mejorar controles y reducir el nivel de riesgo de sus organizaciones.

Si la cancelación ocurre dos semanas antes del evento, se procederá a la devolución del 75 % del valor, si es una semana antes se devolverá el 50% del valor, si es en menos de una semana, se reserva el espacio para la siguiente capacitación del mismo tipo u otra con igual valor, siempre que cumpla con los requisitos (el usuario no pierde ni parcial ni totalmente el monto invertido y esta última opción puede aplicarse a las modalidades previas de dos semanas o una semana antes del evento).

Register

Español

Aug 16, 2021 - Aug 17, 2021
8:00 am - 4:00 pm

$400 USD

IDEA Data Analysis

Level 1

LIVE, Online
Aug 17, 2021 9:00 am

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.

Register

English

Aug 17, 2021 - Aug 18, 2021
9:00 am - 5:00 pm
Eastern US

$1150 CAD

IDEA Data Analysis – Intro to IDEA – August 18 – Online

Level 1

Live, Online
Aug 18, 2021 10:00 am
 

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.

 

After completing this training, participants will be able to:

 

    • 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.

Register

English

Aug 18, 2021 - Aug 18, 2021
10:00 am - 2:00 pm
Central US

CISE Advanced Prep Course - August 23 - Online

Level 2

Live, Online
Aug 23, 2021 8:30 am
The CISE – Advanced Prep Course is a virtual, instructor-led, one-day training that prepares you to take the Certified IDEA Scripting Expert (CISE) exam. Students will work through examples of scripting functionality that represent the content covered in both the multiple choice section of the exam and the required scripting submission. In addition, the we will provide students with tips and tricks, and other innovative approaches to help them advance their scripting development. Students will join a live virtual desktop environment with the ability to individually test their knowledge, and ask questions.

 

After completing this training, participants will be able to:

 

  • Apply Variables and Constants to scripts
  • Understand IDEA objects and how to use them in IDEAScript
  • Use Good programming practices
  • Create Custom dialog boxes
  • Understand the use of different logical statements

 

 

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 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.

 

Register

English

Aug 23, 2021 - Aug 23, 2021
8:30 am - 4:30 pm
Central US

IDEAScript for Analysts

Level 1

LIVE, Online
Aug 24, 2021 9:00 am

This two-day course introduces experienced users to more advanced topics devoted to workflow automation with IDEAScript macros. IDEAScript, the IDEA programming language behind IDEAScript macros, is similar to and compatible with Visual Basic for Applications, the macro language used in Excel®, PowerPoint®, Word®, Access®, and other Microsoft Office® applications. Topics include recording a macro, IDEAScript environment, IDEAScript syntax, customizing macros, using the Language Browser, functions and subroutines, and more.

Prerequisite: Intermediate-level knowledge of Microsoft® Windows® desktop environment and Microsoft® Office® applications. Experience with CI101 course topics. Completion of CI101 and CI102 is recommended.

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.

Register

English

Aug 24, 2021 - Aug 25, 2021
9:00 am - 5:00 pm
Eastern US

$1150 CAD

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