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New & Exciting Ways to Test General Ledger Data

Event Start Date: 4/10/2019 1:00 PM Event End Date: 4/10/2019 2:00 PM

There are currently 47 spaces left.
Cost per place: $49.00

The general ledger (GL) is the core of the financial reporting system. Since the GL holds nearly all the financial information used to create the financial statements, it often contains massive amounts of data. This session provides useful tests and techniques designed to increase efficiency when analyzing GL data. Attendees will learn best practices for importing, using Field Statistics for GL assertions, recording a macro, using Benford’s Law test, analyzing entries, performing keyword searches/extractions and more.

Kathryn Horton, CPA, CMA, CIDA
Marcum LLP

Kathryn Horton is an Audit Manager at Marcum LLP and recipient of the 2017 U.S. IDEA User of Excellence Award. Horton plays an active role in implementing data analytics into 100 percent of audit engagements. She has used IDEA in resourceful ways to perform analysis on general ledgers, calculate depreciation expenses for fixed assets, reduce sample sizes for cumbersome audit areas, Employee Benefit Plan audits and International Financial Reporting Standards (IFRS) projects. Kathryn has also spearheaded an internal initiative to help staff incorporate data analytics into their work.

After completing this training, participants will be able to perform:

  • New testing ideas for the GL to ensure data integrity and identify anomalies
  • Efficient ways to test GL data through various analysis functions, including the use of macros
  • How to leverage resources available through CaseWare Passport, specifically the IDEA Script Vault

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.


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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.