Classroom Training In Your Area

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

Nov 16, 2021 - Nov 17, 2021
8:30 am - 4:30 pm
Central US

• Concepts behind Monetary Unit Sampling (MUS) including planning, performing procedures and evaluating the sample results
• Learn when MUS should be used and the factors affecting the size of a MUS sample
• Understand the basic concepts behind Attribute Sampling including a discussion of deviation rates and confidence levels
• Discussion of Beta and Alpha Risk
• Statistical Sampling (Classical Variables Sampling) including confidence level, desired precision, and the expected proportion of errors
• Walk through examples of each type of sampling using IDEA functionality

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

Nov 18, 2021 - Nov 18, 2021
10:00 am - 2:00 pm
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

Nov 18, 2021 - Nov 18, 2021
10:00 am - 4:00 pm
Central US

English

Nov 19, 2021 - Nov 19, 2021
8:30 am - 4:30 pm
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

Nov 23, 2021 - Nov 24, 2021
9:00 am - 5:00 pm
Central European Time

$949 EUR

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

Nov 25, 2021 - Nov 26, 2021
9:00 am - 5:00 pm
Central European Time

$1199 EUR

Este curso, con 15 horas efectivas de entrenamiento, introduce a los usuarios experimentados de IDEA en los fundamentos de programación de IDEAScript y aspectos avanzados de la automatización en IDEA. El código de IDEAScript es similar y compatible con Visual Basic for Aplications (usado en Excel®, Access® y otras aplicaciones de Microsoft® Office®).
Los participantes aprenderan:
-A leer y entender la logica de los IDEAScripts,
-A automatizar tareas tales como la importación de archivos,
-A crear pruebas especiales y funciones, entre muchos otros temas.

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).

English

Nov 29, 2021 - Nov 30, 2021
8:00 am - 4:00 pm
Other

$425 USD

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

Dec 1, 2021 - Dec 1, 2021
10:00 am - 2:00 pm
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

Dec 2, 2021 - Dec 2, 2021
10:00 am - 2:00 pm
Central US

Advanced Statistical Methods using IDEA® is a half-day, instructor-led course that walks students through a case study, where in their role as an consultant, they have been hired to perform an independent evaluation of a company that intends to go public. Attendees will use IDEA to study the seasonality of sales for three company locations and use statistical models to identify trends, relationships between fields and project future values using three tasks: Correlation Analysis, Trend Analysis, and Time Series.

• Profile data to provide a picture of past transactions in order to compare or predict the future
• Summarize and/or append yearly sales files using multiple fields including location and year
• Create a Time Series statistical analysis
• Use a prime location as a benchmark for comparison
• Perform Trend Analysis on a four-year monthly sales file
• Use Correlation Analysis to study relationships between discounts and sales

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

Dec 2, 2021 - Dec 2, 2021
10:00 am - 2:00 pm
Central US