Try IDEA

Classroom Training In Your Area

Intro to IDEA

Level 1

Live, Online
Jan 8, 2020 1:00 pm

Data analytics is essential for conducting efficient and effective audits. This event prepares beginner-level IDEA users and those who need a refresher course, for our two-day hands-on training courses (IDEA Data Analysis Level 1 and Level 2), which provide more hands-on instruction. Our half-day workshop provides a high-level overview of IDEA including:

 

  • Setting up Projects and Navigating IDEA
  • Importing Excel files and preparing data for analysis
  • Exploring IDEA’s features and functionality to perform tasks such as indexing, summarizing, joining, and filtering

 

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.

Register

English

Jan 8, 2020 - Jan 8, 2020
1:00 pm - 4:30 pm
Central US

$300 USD

IDEA Data Analysis

Level 1

Live, Online
Jan 14, 2020 8:30 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:
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.

Register

English

Jan 14, 2020 - Jan 15, 2020
8:30 am - 4:30 pm
Central US

$850 USD

IDEA Data Analysis

Level 1

Dallas, Texas
Jan 14, 2020 8:30 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.

Register

English

Jan 14, 2020 - Jan 15, 2020
8:30 am - 4:30 pm
Central US

$850 USD

CPE Webinar: Start With The End In Mind

Level

LIVE, Online
Jan 15, 2020 1:00 pm

Course Description

If you begin tasks with the end in mind, you will be more productive. By asking questions such as, “What information do we need to get the result we need?” Or, “Would this task be performed faster if we used IDEA instead of Excel?” This session explores an automated process the Virginia Tech auditors use to collect data from four different sources to produce useful reports. Develop your skills in building a data analytics process starting with the end result to achieve a specific goal.

 

After completing this training, participants will learn:

 

  • Review the output of current processes and identify outputs that add value
  • Identify matches between Excel functionality and functions within IDEA
  • Develop a path to move procedures from Excel to IDEA

 

CPE: 4

 

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.

Register

English

Jan 15, 2020 - Jan 15, 2020
1:00 pm - 2:00 pm
Central US

$49 USD

CPE Webinar: Start with the End in Mind

Level 2

Live, Online
Jan 15, 2020 1:00 pm

This webinar is for 1 CPE credit. If you begin tasks with the end in mind, you will be more productive. By asking questions such as, “What information do we need to get the result we need?” Or, “Would this task be performed faster if we used IDEA instead of Excel?” This session explores an automated process the Virginia Tech auditors use to collect data from four different sources to produce useful reports. Develop your skills in building a data analytics process starting with the end result to achieve a specific goal.

 

After completing this training, participants will learn:

 

Review the output of current processes and identify outputs that add value
Identify matches between Excel functionality and functions within IDEA
Develop a path to move procedures from Excel to IDEA

Register

English

Jan 15, 2020 - Jan 15, 2020
1:00 pm - 2:00 pm
Central US

$49 USD

Mastering Problem Imports

Level 2

LIVE, Online
Jan 16, 2020 10:00 am

Gain hands-on experience on importing difficult print reports or PDF files into IDEA using the Report Reader. After this workshop you will learn:

 

    • How headers and footers work together
    • 10 steps to a successful template and how to tell what went wrong
    • How to deal with reports output to Excel
    • How to work with multi-line layers and multi-line fields
    • How floating traps and layers work

 

CPE: 4

 

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.

Register

English

Jan 16, 2020 - Jan 16, 2020
10:00 am - 2:00 pm
Central US

$300 USD

IDEA Data Analysis

Level 1

Toronto, Ontario
Jan 21, 2020 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.

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.

Register

English

Jan 21, 2020 - Jan 22, 2020
9:00 am - 5:00 pm
Eastern US

$1150 CAD

IDEA Data Analysis

Level 2

Live, Online
Jan 21, 2020 8:30 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:
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.

Register

English

Jan 21, 2020 - Jan 22, 2020
8:30 am - 4:30 pm
Central US

$850 USD

Intro to IDEA

Level 1

Live, Online
Jan 22, 2020 8:30 am

Data analytics is essential for conducting efficient and effective audits. This event prepares beginner-level IDEA users and those who need a refresher course, for our two-day hands-on training courses (IDEA Data Analysis Level 1 and Level 2), which provide more hands-on instruction. Our half-day workshop provides a high-level overview of IDEA including:

 

  • Setting up Projects and Navigating IDEA
  • Importing Excel files and preparing data for analysis
  • Exploring IDEA’s features and functionality to perform tasks such as indexing, summarizing, joining, and filtering

 

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.

Register

English

Jan 22, 2020 - Jan 22, 2020
8:30 am - 12:00 pm
Central US

$300 USD

Building Complex Equations

Level 2

LIVE, Online
Jan 23, 2020 10:00 am

This 4-hour course will teach the practice of using IDEA @functions and embedded equations to solve complex testing procedures.

 

  • Build nested @functions
  • Work with dates
  • Extract multiple values from a column of information
  • Cleanse data to enhance your testing
  • Pull records containing specific words or phrases contained anywhere in a field
  • Use with multiple conditions without having to nest @if statements

 

CPE: 4

 

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.

Register

English

Jan 23, 2020 - Jan 23, 2020
10:00 am - 2:00 pm
Central US

$300

Fill out the following form to register for the course.

  • Please enter your full address including city and country.
  • This field is for validation purposes and should be left unchanged.