Classroom Training In Your Area

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.

English

Apr 28, 2021 - Apr 28, 2021
10:00 am - 2:00 pm
Central US

$300 USD

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.

English

May 4, 2021 - May 5, 2021
8:30 am - 4:30 pm
Central US

$850 USD

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.

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

English

May 5, 2021 - May 6, 2021
9:00 am - 5:00 pm
Australian Eastern Time

$1250 AUD

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

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.

English

May 10, 2021 - May 11, 2021
9:00 am - 5:00 pm
Eastern US

$1150 CAD

IDEAScript for Data Analysts Level 2 is a virtual, hands-on, advanced applications course that guides you through the creation of applications using a custom interface. This
course integrates the fundamental knowledge from the Introduction to IDEAScript to create applications that allow you to interface with the user.
You will be introduced to the use of Arrays to obtain data from users or from an IDEA® Database as well as error handling and validation to make your application a stronger solution.
Hands-on training will ensure you obtain the skills required to create powerful IDEAScript applications. You will also utilize the IDEAScript Editor to create a wide range applications to
help streamline your daily workflow. This training is instructor-led within a virtual desktop environment to guide you through various examples of different integrations and
provides you the ability to ask questions and test your knowledge.

• Introduction to IDEAScript
• IDEAScript Environment
• Introduction to IDEA objects
• Create scripts by Recording macros, using History and Project Overview
• Script modification and clean-up
• Utilize IDEA commands
• Read database information
• Modify 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

May 10, 2021 - May 11, 2021
8:30 am - 4:30 pm
Central US

$850 USD

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

May 11, 2021 - May 12, 2021
9:00 am - 5:00 pm
Central European Time

$949 EUR

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.

English

May 12, 2021 - May 12, 2021
10:00 am - 2:00 pm
Central US

$300 USD

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.

English

May 25, 2021 - May 26, 2021
8:30 am - 4:30 pm
Central US

$850 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 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.

English

May 26, 2021 - May 26, 2021
10:00 am - 2:00 pm
Central US

$300 USD