Classroom Training In Your Area
IDEAScript for Analysts Level 1 – May 22 -23 – Online
Level 1
Live, Online
May 22, 2023 8:30 am
- 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
May 22, 2023 - May 23, 2023
8:30 am - 4:30 pm
Central US
IDEA Data Analysis Level 1 – May 30 - 31 – Online
Level 1
Live Online
May 30, 2023 8:30 am
- 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
May 30, 2023 - May 31, 2023
8:30 am - 4:30 pm
Central US
IDEA Data Analysis – Intro to IDEA – May 31 – Online
Level 1
Live, Online
May 31, 2023 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.
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- 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
May 31, 2023 - May 31, 2023
10:00 am - 2:00 pm
Central US
Mastering Problem Imports with IDEA – June 1 – Online
Level 2
Live, Online
Jun 1, 2023 10:00 am
- 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
Jun 1, 2023 - Jun 1, 2023
10:00 am - 2:00 pm
Central US
IDEA Data Analysis Level 2 - June 6 - 7 - Online
Level 2
Live, Online
Jun 6, 2023 8:30 am
Taking Your IDEA Skills to the Next Level
- 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
Jun 6, 2023 - Jun 7, 2023
8:30 am - 4:30 pm
Central US
Analyzing Accounts Payable in IDEA - June 8 - Online
Level 1
Live, Online
Jun 8, 2023 10:00 am
Analyzing Accounts Payable in IDEA® is a half-day, instructor-led case study that walks students through their role as an auditor hired to perform an Accounts Payable Audit and Fraud Investigation at Bright IDEAs, Inc. The auditor evaluates business and audit risks associated with AP and then reviews potential tests that can be used to address those risks. The case study includes a review of using IDEA to import data files, profile payments, extract unusual transactions, using Benford’s Law, join data files and much more. We will also utilize a portion of the IDEA Data Analysis Workbook for your reference.
- Extract unusual transactions including rounded amounts, cash, and zero dollar payments
- Identify payments made above authorized transaction levels
- Identify missing checks and payments with unusual timing
- Detect invoices paid in irregular time frames
- Find “after-the-fact” invoices
- Identify payments made to unauthorized suppliers
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
Jun 8, 2023 - Jun 8, 2023
10:00 am - 2:00 pm
Central US
IDEA Data Analysis Level 1 – June 13 - 14 – Online
Level 1
Live , Online
Jun 13, 2023 8:30 am
- 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
Jun 13, 2023 - Jun 14, 2023
8:30 am - 4:30 pm
Central US
IDEA Data Analysis – Intro to IDEA – June 14 – Online
Level 1
Live, Online
Jun 14, 2023 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.
-
- 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
Jun 14, 2023 - Jun 14, 2023
10:00 am - 2:00 pm
Central US
CIDA Exam Preparation – June 15 – Online
Level 2
Live, Online
Jun 15, 2023 8:30 am
Stand Out with the CIDA Certification
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- 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
Jun 15, 2023 - Jun 15, 2023
8:30 am - 4:30 pm
Central US
IDEAScript for Data Analysts Level 2 – June 19 - 20 – Online
Level 2
Live, Online
Jun 19, 2023 8:30 am
- Introduction to Arrays
- Introduction to Custom Dialogs
- Error Validation
- Application Development
- Good Programming Practices
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
Jun 19, 2023 - Jun 20, 2023
8:30 am - 4:30 pm
Central US
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