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IDEA Data Analysis Level 2 - November 16-17 - Online

Level 2

Live, Online
Nov 16, 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.

 

Register

English

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

Advanced Sampling Techniques Using IDEA - November 18 - Online

Level 2

Live, Online
Nov 18, 2021 10:00 am

Advanced Sampling Techniques using IDEA® is a half-day, instructor-led training that walks students through case study where, as an analyst, you are hired to perform an independent evaluation of a company that intends to go public. In this case study style course, you will assess whether controls are working using statistical sampling including Monetary Unit Sampling (MUS), Attribute Sampling, and Classical Variable Sampling.

After completing this training, participants will be able to:

 

  • 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.

 

Register

English

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

Building Complex Equations- November 18 - Online

Level 1

Live, Online
Nov 18, 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.

 

Register

English

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

Detecting Corruption - November 19 - Online

Level 1

Live, Online
Nov 19, 2021 8:30 am
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.

 

Register

English

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

IDEA Appliqué à l’audit

Level

Paris, France
Nov 23, 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/

Register

Français

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

$949 EUR

Détecter la fraude à l’aide d’IDEA

Level

Paris, France
Nov 25, 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/

Register

Français

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

$1199 EUR

IDEAScript para Analistas

Level 1

LIVE, Online
Nov 29, 2021 8:00 am

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).

Register

English

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

$425 USD

IDEA Data Analysis – Intro to IDEA – December 1 – Online

Level 1

Live, Online
Dec 1, 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.

Register

English

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

Data Cleansing Using IDEA - December 2 - Online

Level 1

Live, Online
Dec 2, 2021 10:00 am
Data analytic tools help auditors scale their audit tests over the entire data population with minimal or no increase in time and cost, generating analyses and evidence with laser precision. However, the output is only as good as the input. Data preparation is a critical step in the analysis process, one that can be time-consuming without proper know-how. Our expert instructor will walk you through the steps to import, cleanse, format and profile data to extract maximum value and deliver meaningful insights. Attendees will return to work with a better understanding of how to improve data quality in IDEA.

 

 

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.

 

Register

English

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

Advanced Statistical Methods Using IDEA- December 2 - Online

Level 2

Live, Online
Dec 2, 2021 10:00 am

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.

 

 

 

After completing this training, participants will be able to:

 

  • 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.

 

Register

English

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

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