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IDEA Innovations Conference | Houston, TX

Event Start Date: 11/1/2017 Event End Date: 11/2/2017

There are currently 145 spaces left.
Cost per place: $550.00, price available until 8/31/2017 11:59 PM.

IDEA Innovations | Leading the Way
November 1-2, 2017
Norris Conference Center, Houston, TX

The IDEA User Conference is now the IDEA Innovations Conference. IDEA is Leading the Way when it comes to developing a high-powered data analytics tool that is easy to use. We want to inspire you to become a leader within your department and company by staying on the leading edge of data analytics. By attending the conference, you will be on your way to becoming an IDEA analytics expert and have the tools to share the time saving techniques you've learned with your colleagues and other departments.

Top Reasons to Attend IDEA Innovations

#1 Earn up to 12.5 NASBA CPE With 3 keynote/general sessions, 6 breakout sessions, 3 hands-on workshops and 2 roundtables, you're sure to find sessions that will have you on your way to being an IDEA leader

#2 Grow Your Professional Network The conference is designed to give you opportunities to network with fellow IDEA users. The roundtables, sessions, breaks and celebrations are all opportunities to meet and share ideas with one another.

#3 Celebrate Good Times Audimation Services has spent the last 25 years working to bring you the latest in IDEA and data analytics. Through software, support and training, our goal has always been to help better your business with data analysis and monitoring. We're excited to be celebrating 25 years with you and are leading the way to many more.


Check out the fun from the Bright Insights IDEA User Conference in May 2016 in Orlando, Florida! We hope to see you this year in Houston!

The conference committee has planned 1.5 days of exciting sessions by IDEA experts – including keynotes, breakouts, hands-on workshops and roundtable sessions. Our goal is that these sessions will help you lead the way to becoming an IDEA and data analytics expert within your company. When you leave the conference you will have earned up to 12 hours NASBA CPE.

We also want to give you time to have fun and network. Join us for our 25th anniversary party celebrating 25 years of Audimation Services and 30 years of IDEA.

Below is the preliminary schedule. The full schedule and session listings will be updated on the website by April.

Wednesday, Nov. 1, 2017




Hands-On Workshops



Ready, Set, Script

Ricardo Murillo, Audimation Services

Sampling: From Theory into Practice

Kurt Johnson, Audimation Services

Invigorate Your IDEA Skills

Carol Ursell, Audimation Services

Adopting Analytics

Angel Butler, Chevron

James Robson, RSM US


2:45 - 3:15


3:15 - 5:00

Ready, Set, Script, cont.


Sampling: From Theory into Practice, cont.

Invigorate Your IDEA Skills, cont.

Collaboration: Successes & Snags

Philip Billeaud, Lyondell Basell

Anke Eckardt, Lehigh Hanson/Heidelberg Cement


6:00 - 8:00

25th Anniversary Party


Thursday, Nov. 2, 2017

7:30 - 8:30

Registration and Continental Breakfast

8:30 - 9:45

Welcome & Keynote

10:00 - 11:15

Breakout 1

Breakout 2

11:15 - 12:35

Keynote Lunch Session

12:45 - 2:00

Breakout 3

Breakout 4

2:15 - 3:30

Breakout 5

Breakout 6

3:45 - 5:00

General Closing Session

For hands-on workshops, participants must bring their own laptops with a current version of IDEA. The workshop will be in IDEA V10, and we recommend attendees upgrade to V10 before attending.


Hands-On: Wed. Nov. 1, 1:00 – 5:00pm
Ready, Set, Script
Ricardo Murillo, CIDA/CISE, Audimation Services, Inc.
Attendees will learn how to create, run and modify scripts using IDEA’s Macro Record, Project Overview, and History for robust reusability.

  • Create IDEAScripts that contain variables and arrays
  • Create IDEAScripts that have conditions:
    • If…ElseIf..Else
    • Do….While
    • While….Do
  • Create IDEAScripts that perform loops
  • Incorporate Message/Input boxes into IDEAScripts
  • General Tips and Tricks on IDEAScripting


Hands-On: Wed. Nov. 1, 1:00 – 5:00pm
Sampling: From Theory into Practice
Kurt Johnson, CIDA/CISE, Audimation Services, Inc.
Sampling is a fundamental part of audit work and essential to forming sound decisions about the entire population. This session provides expert hands-on instruction for learning how to apply advanced sampling techniques to gather sufficient evidence, and gain valuable insights from data.

  • Explore basic statistical concepts through hands-on instruction of: Attribute Sampling
  • Monetary Unit Sampling
  • Develop the necessary skills to plan, select and evaluate a basic statistical sample using IDEA
  • Statistical sampling routines to meet professional auditing standards


Hands-On: Wed. Nov. 1, 1:00 – 5:00pm
Invigorate Your IDEA Skills
Carol Ursell, CIDA, Audimation Services
It is always good practice to refresh and revive your IDEA skills. Our team of IDEA instructors have hand-selected a set of critical IDEA functions every user should master, and put them into one course to help build your proficiency in using data analytics. It also provides an excellent foundation for anyone preparing to sit for the CIDA exam. Give your IDEA skills a much-needed boost and watch your productivity soar to new heights!


Roundtable: Wed. Nov. 1, 1:00 – 2:45 pm
Adopting Analytics
Angel Butler, Chevron
James Robson, RSM US

Use of the term “big data” has triggered increased interest in data analytics. Bringing IDEA into an organization requires preparation, persistence and ongoing training. This session features presentations by IDEA users from both internal and external audit who will share their best practices for implementing standardized analytics into a department, overcoming resistance and working towards building a successful analytics program. Participants will be invited to exchange ideas on implementing and expanding the use of data analytics.

  • How to work with clients and IT to acquire data in optimal formats for analysis
  • Implement standardized analytics into a department and work towards continuous monitoring
  • Overcome resistance in changing the audit steps to facilitate the use of data analytics
  • Build a champion-driven structure to help staff learn how and when to use IDEA


Roundtable: Wed. Nov. 1, 3:15 – 5:00pm
Collaboration: Successes & Snags
Philip Billeaud, Lyondell Basell
Anke Eckardt, Lehigh Hanson/Heidelberg Cement
While there are many advantages to developing a companywide collaborative approach to audit, there are also some inherent risks. This session features presentations by IDEA users that are approaching collaboration in similar, but different ways. They will share their successes and challenges in using technology to create a central repository and share their results with stakeholders across business units, while maintaining independence. Participants will be invited to share their own experiences in creating collaborative environments.

  • How to leverage technology to facilitate both internal and external collaboration
  • Strategies for maintaining independence while serving as a strategic advisor
  • Benefits of speaking from the same data to respond quickly to errors, anomalies and fraudulent activity
  • Assess the inherent risks of collaboration, including appointing the right champions within the organizationto ensure exceptions and findings are addressed in a timely manner


The full listing of conference sessions will be updated by April.

We have 14 IDEA Experts as our speakers, including some with the IDEA Certifications, CIDA and CISE. Our speakers are leading the way in their respective industries by pushing to expand the use of data analytics to all in their departments and companies. Their presentations will provide you with tips and techniques to become IDEA leaders.

Speaker Bios

The conference has not contracted with a conference hotel this year. Here is a list of hotels near the conference center, and their average nightly rate. The rates are subject to change.


Hotel Sorella CityCentre
800 Sorella Court, Houston, Texas 77024
$304 per night
Less than 5 minute walk


Four Points by Sheraton Houston – CITYCENTRE
10655 Katy Freeway, Houston, TX, 77024
$166 per night
3 minute by car, 7 minutes by foot

Candlewood Suites Houston CityCentre I-10 West
10503 Town And Country Way, Houston, Texas 77024
$91 per night
3 minute by car, 7 minutes by foot

Event Location


Frequently Asked Questions for Training
Meet the IDEA Instructors
On-Site Training
Self Study Options
Training Course Descriptions

Hands down, IDEA is easier to use than other analytics tools. To fully maximize your use of IDEA and for faster implementation, we recommend new and experienced users take advantage of our many training opportunities. Our courses are offered throughout the U.S. and online for all levels of users (Beginner, Intermediate and Advanced). Many will even earn NASBA CPE credit and help you work toward CaseWare Analytics IDEA Certification.

The best thing about our training - our first-class instructors. We've been working with IDEA for over 20 years - we know the product inside and out. Our instructors are Certified Public Accountants (CPAs), Certified Fraud Examiners (CFEs) and Certified IDEA Data Analysts (CIDA) with experience working in the trenches of accounting, audit and finance. Plus, they make learning fun…now that’s worth signing up for!

Solutions Development Testimonial Quotation Marks

I learned A TON! I am very excited to start applying the new concepts I learned to projects at the office and to also share my knowledge with co-workers.