Formation en classe dans votre région

Taking Your IDEA Skills to the Next Level

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

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

• 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

English

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

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.

English

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

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

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

Analyzing Inventory in IDEA® is a half-day, instructor-led training that walks students through a case study where they are hired to perform an Inventory Review at Bright IDEAs, Inc. The auditor evaluates business and audit risks associated with Inventory and then reviews potential tests that can be used to address those risks. This case study includes audit testing to agree total inventory values, check adequacy and accuracy of inventory, assess the re-ordering system, and analyze profit margins and pricing. We will also utilize a portion of the IDEA Data Analysis Workbook for your reference.

• Import ASCII delimited files using field statistics and control totals to verify accuracy of import
• Use equations to extract obsolete inventory items and negative quantities
• Calculate usage ratios and months of inventory
• Stratify inventory into bands
• Calculate total provisions counts and value by location
• Test accuracy of the reordering system
• Analyze selling prices and inventory movements
• Analyze profit margins

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

Sep 30, 2021 - Sep 30, 2021
10:00 - 2:00
Central US

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.

English

Oct 7, 2021 - Oct 7, 2021
10:00 - 4:00
Central US

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

Oct 12, 2021 - Oct 13, 2021
8:30 - 4:30
Central US

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/

Français

Oct 12, 2021 - Oct 13, 2021
9:00 - 5:00
Central European Time

$949 EUR

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

Oct 13, 2021 - Oct 13, 2021
10:00 - 2:00
Central US

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/

Français

Oct 14, 2021 - Oct 15, 2021
9:00 - 5:00
Central European Time

$1199 EUR