Probar IDEA

Formación en el aula en su región

IDEA Appliqué à l’audit

Level

Paris, France
Sep 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/

Inscribirse

Français

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

$949 EUR

IDEA Data Analysis – Intro to IDEA – September 15 – Online

Level 1

Live, Online
Sep 15, 2021 8:00 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

Sep 15, 2021 - Sep 15, 2021
8:00 am - 4:00 pm
Central US

Mastering Problem Imports with IDEA – September 16 – Online

Level 1

Live, Online
Sep 16, 2021 8:00 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

Sep 16, 2021 - Sep 16, 2021
8:00 am - 4:00 pm
Central US

Détecter la fraude à l’aide d’IDEA

Level

Paris, France
Sep 16, 2021 9:00 am

L’objectif de cette formation et de traiter des schémas de fraudes classiques et voir comment détecter et analyser les « actions frauduleuses » à travers IDEA.

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

Inscribirse

Français

Sep 16, 2021 - Sep 17, 2021
9:00 am - 5:00 pm
Central European Time

$1199 EUR

IDEA Data Analysis Level 2 – September 21-22 – Online

Level 2

Live, Online
Sep 21, 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.

 

Inscribirse

English

Sep 21, 2021 - Sep 22, 2021
8:30 am - 4:30 pm
Central US

IDEA Data Analysis

Level 1

LIVE, Online
Sep 22, 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.

Inscribirse

English

Sep 22, 2021 - Sep 23, 2021
9:00 am - 5:00 pm
Eastern US

$1150 CAD

Building Complex Equations- September 23 - Online

Level 1

Live, Online
Sep 23, 2021 10:00 am
This 4 CPE course will teach the practice of using IDEA @functions and embedded equations to solve complex testing procedures.

 

 
After completing this training, participants will be able to:

 

  • Apply @functions to properly convert date information from character type
  • Differentiate between Boolean data type values when building equations
  • Apply @functions to extract quarterly information from a date field
  • Apply @functions function to filter information from a database
  • Identify and apply @functions that can be used to cleanse and normalize data
  • Select and apply @functions that can parse and filter specific date components in a date field
  • Identify and apply IDEA @functions that are used to perform field searches
  • Recognize the proper syntax for applying @functions for searching within a field
  • Recognize the @functions used in parsing data within character fields
  • Identify and apply @functions that can be used to find information through pattern matching
  • Identify and apply the proper syntax for building equations to match a pattern within a field

 

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

Sep 23, 2021 - Sep 23, 2021
10:00 am - 4:00 pm
Central US

Detecting Fraud in Purchasing & Payables - September 24 - Online

Level 1

Live, Online
Sep 24, 2021 8:30 am

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.

 

Inscribirse

English

Sep 24, 2021 - Sep 24, 2021
8:30 am - 4:30 pm
Central US

IDEA Data Analysis

Level 2

LIVE, Online
Sep 27, 2021 9:00 am

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.

Inscribirse

English

Sep 27, 2021 - Sep 28, 2021
9:00 am - 5:00 pm
Eastern US

$1150 CAD

IDEA Data Analysis – Intro to IDEA – September 29 – Online

Level 1

Live, Online
Sep 29, 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.

Inscribirse

English

Sep 29, 2021 - Sep 29, 2021
10:00 am - 4:00 pm
Central US

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