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

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

May 10, 2021 - May 11, 2021
9:00 am - 5:00 pm
Eastern US

$1150 CAD

The real game-changer of incorporating data analytics is its ability to uncover anomalies that would otherwise go undetected. This interactive course digs into actual fraud cases to present the logic and techniques forensic investigators utilize to detect buried systems within fraud schemes. Attendees will work together to answer strategic questions on how to approach an investigation and solve cases using IDEA. Increase your proficiency in using IDEA to identify vulnerabilities and become the white knight in your organization.

Who should attend: Auditors, finance personnel, and investigators, who possess the unique ability to defend against fraud and protect their leaders from surprises.

The Instructor will provide downloadable data for use in class. Don’t use IDEA? A virtual interactive platform of IDEA software will be provided to you. IDEA runs in Windows and is not compatible with the Mac operating system.

Through hands-on instruction, taught at an optimal learning pace, attendees will learn how to:

• Apply a 5-step approach for detecting fraud and other unethical behavior
• Master the essential techniques in IDEA for detecting anomalies in data sets
• Reinforce your techniques by studying real-life frauds and apply investigative techniques

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

May 28, 2021 - May 28, 2021
8:30 am - 4:30 pm
Central US

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.

English

Jun 1, 2021 - Jun 2, 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

Jun 7, 2021 - Jun 8, 2021
9:00 am - 5:00 pm
Eastern US

$1150 CAD

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

Jun 10, 2021 - Jun 11, 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.

Preparation for the course:

– Each attendee must have the current version of IDEA installed. Software can be supplied if required.
– We strongly recommend the use of two monitor screens for the training.
– Microphone and speakers/headset (headset is recommended)
– Stable Internet connection
– Please check GoToTraining system requirements for attendees here: https://bit.ly/2UR1SwK

English

Jun 16, 2021 - Jun 17, 2021
9:00 am - 5:00 pm
Australian Eastern Time

$1250 AUD

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.

Preparation for the course:

– Each attendee must have the current version of IDEA installed. Software can be supplied if required.
– We strongly recommend the use of two monitor screens for the training.
– Microphone and speakers/headset (headset is recommended)
– Stable Internet connection
– Please check GoToTraining system requirements for attendees here: https://bit.ly/2UR1SwK

English

Jun 23, 2021 - Jun 24, 2021
9:00 am - 5:00 pm
Australian Eastern Time

$1250 AUD

English

Jun 25, 2021 - Jun 25, 2021
8:30 am -
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

Jul 7, 2021 - Jul 8, 2021
9:00 am - 5:00 pm
Eastern US

$1150 CAD

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

Jul 7, 2021 - Jul 7, 2021
10:00 am - 2:00 pm
Central US