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IDEA Data Analysis

Level 1

Live, Online
Juin 22, 2021 8:30

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.

 

Learning Objectives:

  • 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 & join databases)
  • Reconcile and examine data to search for outliers and potential fraud
  • Isolate specific records for 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 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.

S'inscrire

English

Juin 22, 2021 - Juin 23, 2021
8:30 - 4:30
Central US

$850 USD

IDEA Data Analysis

Level 2

LIVE, Online
Juin 23, 2021 9:00

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

S'inscrire

English

Juin 23, 2021 - Juin 24, 2021
9:00 - 5:00
Australian Eastern Time

$1250 AUD

Intro to IDEA

Level 1

Live, Online
Juin 23, 2021 10:00

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 a 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.

 

Learning Objectives:

 

  • 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 Joining Databases
  • Filter data and creating 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 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.

S'inscrire

English

Juin 23, 2021 - Juin 23, 2021
10:00 - 2:00
Central US

$300 USD

IDEA Appliqué à l’audit

Level

Paris, France
Juin 23, 2021 9:00

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/

S'inscrire

Français

Juin 23, 2021 - Juin 24, 2021
9:00 - 5:00
Central European Time

$949 EUR

Analyzing Accounts Payable in IDEA

Level 2

Live, Online
Juin 24, 2021 10:00

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.

 

Learning Objectives:

  • 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 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.

S'inscrire

English

Juin 24, 2021 - Juin 24, 2021
10:00 - 2:00
Central US

$300 USD

Detecting Corruption - June 25 - Online

Level 1

Live, Online
Juin 25, 2021 8:30
This course reviews the analysis and investigation of bribery, corruption, self-dealing. Learn how officials and purchasing personnel employ and conceal corrupt activities, how psychological powers of authority suppress inquiries, and how organizations can overcome challenges. Through case studies and exercises, we will examine how government organizations successfully defend against corrupt behavior.

 

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

 

  • Overcome mindsets that prevent people from detecting corruption
  • Apply a consistent methodology for problem detection
  • Identify what can go wrong: side deals, kickbacks, conflicts of interest, and pay-to-play
  • Recognize common symptoms of corruption
  • Look for problems in books and records
  • Avoid common pitfalls
  • Recognize abuse of authority and the power of gifts & entertainment
  • Apply techniques successfully used by other organizations to defend against corruption
  • Apply lessons from case studies to your own environment

 

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.

 

S'inscrire

English

Juin 25, 2021 - Juin 25, 2021
8:30 -
Central US

IDEAScript para Analistas

Level 2

LIVE, Online
Juin 28, 2021 8:00

Este curso tiene 15 horas efectivas de entrenamiento y es ideal para quienes hayan completado el curso de CI104 IDEAScript para Analistas Nivel 1, o para quienes ya poseen un amplio conocimiento de programación en IDEAScript.
Los participantes aprenderan más características avanzadas tales como:
-El uso de arreglos en IDEAScript,
-La creación de cuadros de diálogo personalizados, y
-El manejo de errores.

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).

S'inscrire

Español

Juin 28, 2021 - Juin 29, 2021
8:00 - 4:00
Other

$425

IDEA Data Analysis

Level 2

Live, Online
Juin 29, 2021 8:30

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.

 

Learning Objectives:

  • 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 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.

S'inscrire

English

Juin 29, 2021 - Juin 30, 2021
8:30 - 4:30
Central US

$850 USD

Analyzing Accounts Receivable in IDEA

Level 2

Live, Online
Juil 1, 2021 10:00

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.

 

Learning Objectives:

  • 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 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.

S'inscrire

English

Juil 1, 2021 - Juil 1, 2021
10:00 - 2:00
Central US

$300 USD

IDEA Data Analysis

Level 2

LIVE, Online
Juil 7, 2021 9:00

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.

S'inscrire

English

Juil 7, 2021 - Juil 8, 2021
9:00 - 5:00
Eastern US

$1150 CAD

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