Probar IDEA

Formación en el aula en su región

IDEAScript para Analistas

Level 1

LIVE, Online
Nov 29, 2021 8:00 am

Este curso, con 15 horas efectivas de entrenamiento, introduce a los usuarios experimentados de IDEA en los fundamentos de programación de IDEAScript y aspectos avanzados de la automatización en IDEA. El código de IDEAScript es similar y compatible con Visual Basic for Aplications (usado en Excel®, Access® y otras aplicaciones de Microsoft® Office®).
Los participantes aprenderan:
-A leer y entender la logica de los IDEAScripts,
-A automatizar tareas tales como la importación de archivos,
-A crear pruebas especiales y funciones, entre muchos otros temas.

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).

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English

Nov 29, 2021 - Nov 30, 2021
8:00 am - 4:00 pm
Other

$425 USD

IDEA Data Analysis – Intro to IDEA – December 1 – Online

Level 1

Live, Online
Dic 1, 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.

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English

Dic 1, 2021 - Dic 1, 2021
10:00 am - 2:00 pm
Central US

Data Cleansing Using IDEA - December 2 - Online

Level 1

Live, Online
Dic 2, 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.

 

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English

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

Advanced Statistical Methods Using IDEA- December 2 - Online

Level 2

Live, Online
Dic 2, 2021 10:00 am

Advanced Statistical Methods using IDEA® is a half-day, instructor-led course that walks students through a case study, where in their role as an consultant, they have been hired to perform an independent evaluation of a company that intends to go public. Attendees will use IDEA to study the seasonality of sales for three company locations and use statistical models to identify trends, relationships between fields and project future values using three tasks: Correlation Analysis, Trend Analysis, and Time Series.

 

 

 

After completing this training, participants will be able to:

 

  • Profile data to provide a picture of past transactions in order to compare or predict the future
  • Summarize and/or append yearly sales files using multiple fields including location and year
  • Create a Time Series statistical analysis
  • Use a prime location as a benchmark for comparison
  • Perform Trend Analysis on a four-year monthly sales file
  • Use Correlation Analysis to study relationships between discounts and sales

 

 

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.

 

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English

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

Detecting Procurement Fraud in Capital Projects and Construction - December 3 - Online

Level 1

Live, Online
Dic 3, 2021 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.

 

 

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English

Dic 3, 2021 - Dic 3, 2021
8:30 am - 4:30 pm
Central US

IDEA Data Analysis Level 1 - December 7-8 – Online

Level 1

Live, Online
Dic 7, 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.

 

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English

Dic 7, 2021 - Dic 8, 2021
8:30 am - 4:30 pm
Central US

IDEA Data Analysis

Level 1

LIVE, Online
Dic 7, 2021 9:30 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.

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English

Dic 7, 2021 - Dic 8, 2021
9:30 am - 5:30 pm
Eastern US

$1150 CAD

Analyzing Accounts Payable in IDEA - December 9 - Online

Level 1

Live, Online
Dic 9, 2021 10:00 am

Analyzing Accounts Payable in IDEA® is a half-day, instructor-led case study that walks students through their role as an auditor hired to perform an Accounts Payable Audit and Fraud Investigation at Bright IDEAs, Inc. The auditor evaluates business and audit risks associated with AP and then reviews potential tests that can be used to address those risks. The case study includes a review of using IDEA to import data files, profile payments, extract unusual transactions, using Benford’s Law, join data files and much more. We will also utilize a portion of the IDEA Data Analysis Workbook for your reference.

 

 

After completing this training, participants will be able to:

 

  • Extract unusual transactions including rounded amounts, cash, and zero dollar payments
  • Identify payments made above authorized transaction levels
  • Identify missing checks and payments with unusual timing
  • Detect invoices paid in irregular time frames
  • Find “after-the-fact” invoices
  • Identify payments made to unauthorized suppliers

 

 

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.

 

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English

Dic 9, 2021 - Dic 9, 2021
10:00 am - 2:00 pm
Central US

IDEA Data Analysis Level 2 - December 14 & 15 - Online

Level 2

Live, Online
Dic 14, 2021 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.

 

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English

Dic 14, 2021 - Dic 15, 2021
8:30 am - 4:30 pm
Central US

IDEA Appliqué à l’audit

Level

Paris, France
Dic 14, 2021 9:00 am

Le but principal de cette formation de base est de vous faire connaitre les possibilités d’IDEA pour vous aider à atteindre pleinement vos objectifs d’audit. Au travers d’études de cas, vous intégrerez la connaissance des différentes fonctionnalités de l’outil IDEA.

Pour toute question, contactez francois.lienart@caseware.com
Pour vous inscrire, consultez https://www.casewareanalytics.fr/services/caseware-academy-3/

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Français

Dic 14, 2021 - Dic 15, 2021
9:00 am - 5:00 pm
Central European Time

$949 EUR

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