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IDEA Fundamentals Workshop | SOLD OUT

Event Start Date: 7/13/2018 Event End Date: 7/13/2018

Data analytics is essential for conducting efficient and effective audits. Our one-day workshop provides a comprehensive, high-level overview of IDEA including:

  • Importing files and preparing data for analysis
  • Navigating IDEA's features and functionality to perform tasks such as summarizing data, adding fields to a database, joining two databases, using pivot tables and stratification, etc.
  • Turning result files into electronic working papers, and best practices for sharing findings

This event prepares beginner-level IDEA users, and those who need a refresher course, for our two-day hands-on training courses (IDEA Data Analysis Level 1 and Level 2), which provide more hands-on instruction.

Course Level Basic
Length One day (8 CPE)
Delivery Method Group Internet-Based
Event Time 8:30 AM - 4:30 PM
Prerequisities Workshop attendees are encouraged to attend our one-hour Getting Started with IDEA webcast to become familiar with IDEA’s basic features and functions.

Note: Payment is due before the course. Occasionally it is necessary for Audimation Services to cancel a scheduled course. If a course is cancelled, the prepaid tuition can be: 1) refunded; 2) applied to another course for the same or a substituted colleague.

  • Courses are offered in Central Standard Time. Please adjust your schedule accordingly.
  • This is a live course, your attendance is required throughout the entire class.
  • Your training manual will be delivered by mail. Please provide your current shipping address during registration. 
  • Once registration is completed, you will recieve pre-check instructions to follow. Your trainer will send your login information one week prior to the course.
  • Individuals tasked with selecting or standardizing a data analysis solution
  • New or beginner-level data analytics users who need direction and guidance to get started
  • Existing users who need a refresher for using IDEA

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.

Our goal is to bring the IDEA Fundamentals Workshop to cities across the US so that we can be sure our future and current users understand the fundamentals of IDEA. Host companies enable us to conduct workshops at affordable prices. As a host company, you earn two complimentary seats (a$400 value) to the workshop – and are able to experience the workshop from the comfort of your own facilities.

  • The workshop is geared toward class sizes of 10 to 35, with each attendee needing access to a proper work surface.
  • Let us know if you are interested! Email detailing your facilities.
  • Once we’ve received your host interest form, we will contact you to determine if your facilities are a good match for a host site and, hopefully, set a date for the workshop.
  • The workshop is posted online and advertised to our users and prospects. Feel free to share the workshop and registration information with your colleagues and contacts.
  • Please note that we need a minimum of 30 days lead time to properly setup and market the workshop.
  • The host company receives two free seats to the training!


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.