Classroom Training In Your Area
IDEA Data Analysis – Intro to IDEA – August 3 – Online
Level 1
Live, Online
Aug 3, 2022 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.
RegisterEnglish
Aug 3, 2022 - Aug 3, 2022
10:00 am - 2:00 pm
Central US
Getting Started with IDEA: Importing & Analyzing Data
Level Beginner
Live, Online
Aug 5, 2022 10:00 am
This 75-minute webinar provides a foundational overview of IDEA® data analytics software and how it is utilized as a comprehensive file interrogation tool for auditors, accountants, and investigators. The focus of this session is on the importance of an auditor’s usage of this platform and identifying when and where to use it in an audit. IDEA features a wide range of proprietary functions that help you work more efficiently and effectively, ultimately delivering greater insight into all aspects of your organization. This webinar will showcase how to best leverage these data analytic tools to scale productivity and enhance the quality of the evidence gathered through testing.
CPE: This event does not offer CPE.
RegisterEnglish
Aug 5, 2022 - Aug 5, 2022
10:00 am - 11:15 am
Central US
IDEA Data Analysis Level 2 - August 9 - 10 - Online
Level 2
Live, Online
Aug 9, 2022 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
Aug 9, 2022 - Aug 10, 2022
8:30 am - 4:30 pm
Central US
Analyzing Inventory in IDEA - August 11 - Online
Level 1
Live, Online
Aug 11, 2022 10:00 am
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.
After completing this training, participants will be able to:
- 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.
Register
English
Aug 11, 2022 - Aug 11, 2022
10:00 am - 2:00 pm
Central US
CIDA Exam Preparation – August 16 – Online
Level 2
Live, Online
Aug 16, 2022 8:30 am
Stand Out with the CIDA Certification
The IDEA® Data Analysis CIDA Exam Prep is a one-day course that will prepare you to take the Certified IDEA Data Analyst (CIDA) exam. A real world case study is utilized to simulate the style and content that is incorporated in the exam. We will review the core components of IDEA, such as importing, data profiling, testing for irregularities, creating new fields, and working with multiple files and large data sets. Additional tests and functions, and modern approaches, not covered in previous courses, will also be showcased.
After completing this training, participants will be able to:
-
- Import and reconcile project data
- Profile and isolate payment data
- Identify irregularities using Field Manipulation
- Summarize and work with multiple files
- Review of the Equation Editor and @Functions
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
Aug 16, 2022 - Aug 16, 2022
8:30 am - 4:30 pm
Central US
IDEA Data Analysis – Intro to IDEA – August 17 – Online
Level 1
Live, Online
Aug 17, 2022 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.
RegisterEnglish
Aug 17, 2022 - Aug 17, 2022
10:00 am - 2:00 pm
Central US
Mastering Problem Imports with IDEA – August 18 – Online
Level 2
Live, Online
Aug 18, 2022 10:00 am
Mastering Problem Imports in IDEA® is a half-day hands-on workshop, that provides experienced IDEA users with advanced knowledge of importing print reports and PDF files into IDEA using the Report Reader, as well as, working with difficult Excel and delimited text files. Attendees will practice working with multi-line layers and fields, floating traps, headers, and footers. We will also address the common challenge of transforming complex Excel reports and delimited files into usable data files required to deliver an accurate analysis, and most importantly, greater insights to enable your organization to make quicker and more informed decisions.
After completing this training, participants will be able to:
- IDEA Project Management
- Report layers and field anchors
- Multi-line layers and fields
- Problem reports in Excel
- Importing dates and amounts
- Transforming difficult ASCII Delimited files
- Floating traps and layers functionality
- headers and footers in reports
- Troubleshoot difficult imports
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
Aug 18, 2022 - Aug 18, 2022
10:00 am - 2:00 pm
Central US
Getting Started with IDEA: Importing & Analyzing Data
Level Beginner
Live, Online
Aug 19, 2022 10:00 am
This 75-minute webinar provides a foundational overview of IDEA® data analytics software and how it is utilized as a comprehensive file interrogation tool for auditors, accountants, and investigators. The focus of this session is on the importance of an auditor’s usage of this platform and identifying when and where to use it in an audit. IDEA features a wide range of proprietary functions that help you work more efficiently and effectively, ultimately delivering greater insight into all aspects of your organization. This webinar will showcase how to best leverage these data analytic tools to scale productivity and enhance the quality of the evidence gathered through testing.
CPE: This event does not offer CPE.
RegisterEnglish
Aug 19, 2022 - Aug 19, 2022
10:00 am - 11:15 am
Central US
IDEAScript for Analysts Level 1 – August 22-23 – Online
Level 1
Live, Online
Aug 22, 2022 8:30 am
The IDEAScript for Data Analysis – Level 1 is a hands-on, advanced two-day course that guides you through the integration of your programming knowledge and the IDEAScript syntax. It is recommended that you are both competent in IDEA and fundamental programming. You will gain knowledge on how to create a new script that integrates IDEA’s function, walk through the objects needed to make IDEA perform joins, summarizations, and any other task that you may require. You will also develop skills on how to make IDEA create the code and modifications/customizations that require your scripts to be more user-oriented, and also view many relevant real-world case studies.
This course is instructor-led with a virtual desktop to provide you with skills needed to create powerful IDEAScript applications and integrations. The IDEAScript Editor is also utilized to create applications and make the script run automatically using Windows Task Scheduler.
After completing this training, participants will be able to:
- Introduction to IDEAScript
- IDEAScript environment
- Introduction to IDEA Objects
- Creating scripts by recording macros, using history and project overview
- Script modification and clean up
- IDEA Commands
- Reading database information
- Modifying IDEAScript for user interaction
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
Aug 22, 2022 - Aug 23, 2022
8:30 am - 4:30 pm
Central US
IDEA Data Analysis Level 1 - August 23-24 – Online
Level 1
Live, Online
Aug 23, 2022 8:30 am
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.
After completing this training, participants will be able to:
- 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 and join databases
- Reconcile and examine data to search for outliers and potential fraud
- Isolate specific records for further 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 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
Aug 23, 2022 - Aug 24, 2022
8:30 am - 4:30 pm
Central US
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