IDEA offers different options to help you grow your data analytics skills.
IDEA Data Analysis – Intro to IDEA – May 25 – Online
Level 1
Live, Online
May 25, 2022 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.
RegisterEnglish
May 25, 2022 - May 25, 2022
10:00 am - 2:00 pm
Central US
IDEA Data Analysis Level 1 - May 31 - June 1 – Online
Level 1
Live, Online
May 31, 2022 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
May 31, 2022 - Jun 1, 2022
8:30 am - 4:30 pm
Central US
IDEA Data Analysis – Intro to IDEA – June 8 – Online
Level 1
Live, Online
Jun 8, 2022 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.
RegisterEnglish
Jun 8, 2022 - Jun 8, 2022
10:00 am - 2:00 pm
Central US
Analyzing Accounts Receivable In IDEA - June 9 - Online
Level 1
Live, Online
Jun 9, 2022 10:00 am
Analyzing Accounts Receivable in IDEA® is a half-day, instructor-led course that walks students through a case study where they were hired to perform an Accounts Receivable Audit at Bright IDEAs, Inc. The auditor evaluates business and audit risks associated with Accounts Payable and then reviews potential tests that can be used to address those risks. This training showcases how to utilize IDEA to verify totals, sampling, aging, identifying unusual AR transactions, and recalculating transactions. We will also use a portion of the IDEA Data Analysis Workbook for your reference.
After completing this training, participants will be able to:
- Import MS Access and print reports into IDEA
- Use Field Stats and Control Totals to reconcile and validate data
- Create new fields to identify and extract unusual AR transactions
- AR Aging
- Add comment fields
- Create random samples
- Analyze credit notes, account balances, and unauthorized accounts
- Recalculate transactions
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
Jun 9, 2022 - Jun 9, 2022
10:00 am - 2:00 pm
Central US
IDEA Data Analysis Level 2 - June 14-15 - Online
Level 2
Live, Online
Jun 14, 2022 8:30 am
Taking Your IDEA Skills to the Next Level
IDEA® Data Analysis Level 2 is a hands-on, two-day course, ideal for those who have completed the IDEA Data Analysis Level 1 training or already have a solid understanding of IDEA platform functionality. This training will cover more advanced principles, such as creating complex equations or criteria, automating tasks, and connecting databases. Topics include, but are not limited to, advanced imports, data profiling with Benford’s Law, advanced extractions, connecting multiple databases, advanced @functions, custom functions, and introduction to automation using IDEA.
After completing this training, participants will be able to:
- Handle difficult imports with greater confidence, speed and accuracy
- Create advanced extractions and summarizations
- Connect multiple databases to bring data together from different sources for analysis
- Apply advanced @Functions to perform complex calculations and testing
- Perform advanced data profiling using Benford’s Law
- Automate processes/tasks by working with Visual Script and IDEAScripts
- Access resources available from CaseWare for continued learning
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
Jun 14, 2022 - Jun 15, 2022
8:30 am - 4:30 pm
Central US
Data Cleansing Using IDEA - June 16 - Online
Level 1
Live, Online
Jun 16, 2022 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
Jun 16, 2022 - Jun 16, 2022
10:00 am - 2:00 pm
Central US
IDEAScript for Data Analysts Level 2 – June 20-21 – Online
Level 2
Live, Online
Jun 20, 2022 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
Jun 20, 2022 - Jun 21, 2022
8:30 am - 4:30 pm
Central US
IDEA Data Analysis – Intro to IDEA – June 22 – Online
Level 1
Live, Online
Jun 22, 2022 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.
RegisterEnglish
Jun 22, 2022 - Jun 22, 2022
10:00 am - 2:00 pm
Central US
Mastering Problem Imports with IDEA – June 23 – Online
Level 2
Live, Online
Jun 23, 2022 10:00 am
Mastering Problem Imports in IDEA® is a half-day hands-on workshop, that provides experienced IDEA users with advanced knowledge of importing print reports and PDF files into IDEA using the Report Reader, as well as, working with difficult Excel and delimited text files. Attendees will practice working with multi-line layers and fields, floating traps, headers, and footers. We will also address the common challenge of transforming complex Excel reports and delimited files into usable data files required to deliver an accurate analysis, and most importantly, greater insights to enable your organization to make quicker and more informed decisions.
After completing this training, participants will be able to:
- IDEA Project Management
- Report layers and field anchors
- Multi-line layers and fields
- Problem reports in Excel
- Importing dates and amounts
- Transforming difficult ASCII Delimited files
- Floating traps and layers functionality
- headers and footers in reports
- Troubleshoot difficult imports
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
Jun 23, 2022 - Jun 23, 2022
10:00 am - 2:00 pm
Central US
Detecting Procurement Fraud in Capital Projects and Construction - June 24 - Online
Level 1
Live, Online
Jun 24, 2022 8:30 am
This hands-on session offers the knowledge and skills necessary to reduce losses in your organization on major projects, such as infrastructure construction or a system implementation. Companies have been bankrupted by major projects gone wrong, corrupt relationships between purchasing personnel and vendors have led to disastrous shortcuts in delivery, and unethical vendors understand how to circumvent your bidding and payment processes.
This hands-on session offers the tools necessary to detect these problems early. Building off of Detecting Fraud Using Data Analysis; 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.
Through hands-on instruction, taught at an optimal learning pace, attendees will learn how to:
- 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 Capital Projects:
- How to detect fraud within each of the seven major project phases
- Sound methods for auditing & monitoring large contracts and major vendors
- 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
- Major project 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.
Register
English
Jun 24, 2022 - Jun 24, 2022
8:30 am - 4:30 pm
Central US
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