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CI101: IDEA Data Analysis Level 1

SKU: t-190521 Category: Tag:
Start
May 21 - 22 | 8:30 AM - 4:30 PM | Live Online
End
Address
Live Online | Central Time   View map

$850.00

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2 in stock

Status

2 Seats Available

6 Has Sold

Schedule

Course Level All Levels

Length 1.5 Hr

Delivery Method In-Person or Group Internet-Based

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

Event Details

 

 


IDEA Basics to Get You Started

We make it easy to get started using CaseWare IDEA. This introductory course will help you navigate through IDEA's features and functions to gain a deeper understanding of how data analytics can be applied in your everyday work. In just two days, you will learn how and where to apply IDEA, plus build your skills through hands-on instruction using case studies and sample data.
 
Course LevelBasic
LengthTwo days (16 CPE)
Delivery MethodGroup Internet-Based
Event Time8:30 AM - 4:30 PM
PrerequisitesWorking knowledge of Microsoft Windows® desktop environment and Microsoft Office® applications

Carol Ursell, CPA, CIDA

Director of Training
 
Carol is widely recognized as an exceptional instructor, helping hundreds of professionals build their skills and confidence using data analytics. She joined Audimation Services in 1998 to establish the training department and shares her extensive knowledge of computer systems and data analysis techniques. As Director of Training, Carol develops and updates course curriculum, works with clients to customize content for on-site training and develops seminars and distance learning courses covering timely topics. Prior to joining Audimation Services, Carol was an accounting manager and audit coordinator for Cabot Oil & Gas and also worked in the audit department of Arthur Andersen. She is a graduate of Texas State University and is a Certified Public Accountant (CPA). She is a member of the American Institute of Certified Public Accountants (AICPA) and the Texas Society of CPAs.
  • Courses led by certified IDEA instructors
  • Earn up to 16 hours of NASBA CPE (8 hours per day)
  • Course materials provide comprehensive, step-by-step instruction for reference including IDEA screenshots, tips and exercises to keep your skills sharp
  • Public training courses help you work towards CaseWare Analytics IDEA Certification (CIDA)
  • Gain skills and confidence using data analytics to conduct more efficient and effective audits
  • Network with fellow IDEA users to share best practices and grow your professional network
  • Information about resources and additional products designed to save time and effort
After completing this training, participants will be able to:
 
  • Understand the purpose and use the basic features and functions IDEA offers, including navigating the IDEA Ribbon to quickly access audit-specific commands
  • Determine what data is required, and how to obtain and import different data types into IDEA
  • Effectively manage and use multiple databases
  • Reconcile and examine data to search for outliers and potential fraud
  • Isolate specific records for further investigation
  • Profile data using stratification and summarization
  • Identify irregularities including duplicate key and gap detection
  • Apply commonly-used sampling techniques: systematic, random and stratified random
  • Audit a general ledger file using a case study example
  • Manipulate and add fields
  • Use IDEA @Functions and build equations to add virtual fields, filter, sort, and match data
  • Work with multiple databases: appending and joining databases
  • Basics for building equations to automate repeatable processes
  • Document, report and share your findings
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: nasbaregistry.org
 
CPAs may contact us by email at [email protected] to receive promotional materials containing details on the required elements of the National Registry of CPE Sponsors.
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