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IDEA Data Analysis – Intro to IDEA – February 2 – Online

Level 1

Live, Online
Feb 2, 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.

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English

Feb 2, 2022 - Feb 2, 2022
10:00 am - 2:00 pm
Central US

Data Cleansing Using IDEA - February 3 - Online

Level 1

Live, Online
Feb 3, 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.

 

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English

Feb 3, 2022 - Feb 3, 2022
10:00 am - 2:00 pm
Central US

IDEA Data Analysis Level 1 - February 8-9 – Online

Level 1

Live, Online
Feb 8, 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.

 

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English

Feb 8, 2022 - Feb 9, 2022
8:30 am - 4:30 pm
Central US

Mastering Problem Imports with IDEA – February 10 – Online

Level 2

Live, Online
Feb 10, 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.

 

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English

Feb 10, 2022 - Feb 10, 2022
10:00 am - 2:00 pm
Central US

CIDA Exam Preparation – February 15 – Online

Level 2

Live, Online
Feb 15, 2022 8:30 am

Stand Out with the CIDA Certification

 

The IDEA® Data Analysis CIDA Exam Prep is a one-day course that will prepare you to take the Certified IDEA Data Analyst (CIDA) exam. A real world case study is utilized to simulate the style and content that is incorporated in the exam. We will review the core components of IDEA, such as importing, data profiling, testing for irregularities, creating new fields, and working with multiple files and large data sets. Additional tests and functions, and modern approaches, not covered in previous courses, will also be showcased.

 

After completing this training, participants will be able to:

 

    • Import and reconcile project data
    • Profile and isolate payment data
    • Identify irregularities using Field Manipulation
    • Summarize and work with multiple files
    • Review of the Equation Editor and @Functions

 

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

Feb 15, 2022 - Feb 15, 2022
8:30 am - 4:30 pm
Central US

IDEA Data Analysis – Intro to IDEA – February 16 – Online

Level 1

Live, Online
Feb 16, 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.

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English

Feb 16, 2022 - Feb 16, 2022
10:00 am - 2:00 pm
Central US

Analyzing Accounts Receivable In IDEA - February 17 - Online

Level 1

Live, Online
Feb 17, 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.

 

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English

Feb 17, 2022 - Feb 17, 2022
10:00 am - 2:00 pm
Central US

IDEAScript for Analysts Level 1 – February 21-22 – Online

Level 1

Live, Online
Feb 21, 2022 8:30 am
The IDEAScript for Data Analysis – Level 1 is a hands-on, advanced two-day course that guides you through the integration of your programming knowledge and the IDEAScript syntax. It is recommended that you are both competent in IDEA and fundamental programming. You will gain knowledge on how to create a new script that integrates IDEA’s function, walk through the objects needed to make IDEA perform joins, summarizations, and any other task that you may require. You will also develop skills on how to make IDEA create the code and modifications/customizations that require your scripts to be more user-oriented, and also view many relevant real-world case studies.

 

This course is instructor-led with a virtual desktop to provide you with skills needed to create powerful IDEAScript applications and integrations. The IDEAScript Editor is also utilized to create applications and make the script run automatically using Windows Task Scheduler.

 

After completing this training, participants will be able to:
  • Introduction to IDEAScript
  • IDEAScript environment
  • Introduction to IDEA Objects
  • Creating scripts by recording macros, using history and project overview
  • Script modification and clean up
  • IDEA Commands
  • Reading database information
  • Modifying IDEAScript for user interaction

 

 

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

Feb 21, 2022 - Feb 22, 2022
8:30 am - 4:30 pm
Central US

IDEA Data Analysis Level 2 - February 22-23 - Online

Level 2

Live, Online
Feb 22, 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.

 

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English

Feb 22, 2022 - Feb 23, 2022
8:30 am - 4:30 pm
Central US

Detecting Fraud in Purchasing and Payables - February 25 - Online

Level 1

Live, Online
Feb 25, 2022

Personnel involved in the purchasing & payables processes are responsible for substantial cash outflow, yet in many organizations these day-to-day processes are not as closely watched as other outlay departments such as Payroll or Treasury. Even where the organization believes controls are strong, personnel and vendors can find their way around the checkpoints. False vendors and intentional overcharges have cost organizations dearly, in some cases over $100 million. Companies have been bankrupted by the actions of a single vendor.

This hands-on session builds off of Detecting Fraud Using Data Analysis; here 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.

 

Who should attend:Auditors, finance personnel, and investigators, who possess the unique ability to defend against fraud, protect their leaders from surprises, and help keep their organizations and clients away from unwelcome media attention.

 

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 Purchasing & Payables:
    • How to detect procurement card fraud, false vendors, intentional overbilling, and fictitious payment schemes including the newer phishing scams
    • Pitfalls and traps to avoid
  • 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
    • Purchasing and payables 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

Feb 25, 2022 - Feb 25, 2022
-
Central US

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