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Winning Ways: Getting the Right Data for your Audit Analytics Efforts

Event Start Date: 4/20/2018 10:00 AM Event End Date: 4/20/2018 11:00 AM

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Cost: $25.00

Data analytics results can only be as good as the data you analyze. The most successful internal audit teams utilize Winning Ways to obtain their data in a reliable and sustainable way, and to overcome challenges in data acquisition and normalization. Join us in this webcast to learn how to identify and obtain the right data in the right format to accomplish your data analytics objectives.

Attendees will learn three distinct ways to obtain data for analytics as well as tips and techniques for validating the completeness and accuracy of the data once it is obtained. Data validation techniques will be demonstrated using CaseWare IDEA but are applicable regardless of the analytics tool used. Tips for data normalization will also be provided.

Course Level Basic
Length One Hour (1 CPE)
Delivery Method Group Internet-Based
Event Time 10:00 AM - 11:00 AM CDT

Note: Payment is due before the course. If a course is cancelled, the prepaid tuition can be: 1) refunded; 2) applied to another course for the same or 3) a substituted colleague.

Kim Jones,CIA CPA
Visual Risk IQ

Kim Jones is a Managing Director and co-Founder of Visual Risk IQ LLC, a risk advisory firm he and Joe Oringel established in 2006 to help internal audit and compliance professionals see and understand their data. Kim’s background is as a business-solution technologist, entrepreneur and consultant with more than thirty years of experience serving clients in a wide variety of industries.

Joe Oringel,CIA CPA
Visual Risk IQ

Joe Oringel is a Managing Director at Visual Risk IQ LLC, a risk advisory firm established in 2006 to help audit and compliance professionals see and understand their data. The firm has completed more than 100 successful data analytics and transaction monitoring engagements for clients across diverse industries. Visual Risk IQ LLC is a CaseWare IDEA Integration Partner and Tableau Alliance partner, and they have helped dozens of internal audit teams get up the learning curve with a variety of data analytics solutions.

  • Understand the VRIQ QuickStart methodology, with a focus on repeatable data acquisition and data validation steps.
  • Overcome common data acquisition hurdles, including both organizational hurdles and technical hurdles that internal audit teams occasionally encounter.
  • Understand security and privacy considerations when working with data owners to gain their support for analytics efforts
  • Learn tips and tricks for data normalization.

NASBA CPE LogoAudimation Services, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of the continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

CPAs may contact us by email at to receive promotional materials containing details on the required elements of the National Registry of CPE Sponsors.


Frequently Asked Questions for Training
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On-Site Training
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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.