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Houston Area IDEA User Group

Event Start Date: 8/15/2018 11:00 AM Event End Date: 8/15/2018 1:00 PM

There are currently 2 spaces left.
Cost: $0.00

Register to attend Virtually Here!

Hands-On PDF Importing and the New ODBC Driver - We're offering 1 CPE

Our past User Conferences have been an excellent way for our clients to grow their social circles, knowledge base and overall analytical expertise. We look forward to sharing some of the conference highlights and discussing ways to translate the topics of interest into future regional user group meetings. After lunch we will open IDEA together to import both basic and more advanced PDF’s using Report Reader. Bring your laptops with IDEA if you would like to participate in our hands-on session! We also plan to demonstrate the new ODBC Driver that allows you to connect to other applications so you can create reports and additional visualization from the data you analyzed in IDEA.

Lunch will be provided. Register today!

Join us at: 

Audimation Services
1250 Wood Branch Park Dr. Suite 300
Houston, TX 77079 (map)


Jennifer Ellison, Data Analytics Consultant, Audimation Services

Jennifer Ellison has nearly two decades of experience in IT audit, forensic audit, and ethics and compliance for Fortune 200 energy services companies across 20 countries. In 2018, Jennifer joined Audimation Services as a Data Analytics Consultant to help clients implement and apply CaseWare IDEA® to extend their auditing and fraud detection capabilities. As an IDEA Power User since 2001—primarily using IDEA in fraud investigation and anti-corruption audits—Jennifer takes her online and on-site training and consulting to the next level by sharing specific, real world examples of IDEA applications and providing knowledge and support for Professional Services. Also an experienced SAP user, she helps clients download and analyze SAP information. Jennifer is a graduate of Ambassador University and is a Certified Fraud Examiner (CFE) as well as a Certified Information Systems Audit (CISA) – non-practicing.

We hope to see you there!

Course Level Basic
Length 1 Hr (1 CPE)
Delivery Method In-Person
Event Time 11:00 AM - 1:00 PM

Audimation Services
1250 Wood Branch Park Dr. Suite 300
Houston, TX 77079

Occasionally it is necessary for Audimation Services to cancel a scheduled course.

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.

Be a Group Leader

There is no wrong or right way to lead an IDEA User Group. Whether you have a passion for IDEA or just want more opportunities to learn from fellow IDEA users, your group can be successful. We encourage sharing the responsibilities, such as hosting and leading, with members of the group. We encourage using your companies conference rooms, as it gives the company great exposure to the community. As long as you share the goal of getting more out of IDEA, all else is negotiable.

Group Leader Perks

In addition to being recognized as a leader in the IDEA community, we want to give a little back as a thank you to being a group leader. For each successful user group meeting, Audimation will provide 2 hours of time with our Professional Services team for assistance with script development, importing and coaching / expert assistance.Leaders may earn up to 8 hours a year for professional services.

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.