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CI101: IDEA Data Analysis Level 1

SKU: t-190806 Category: Tag:
August 6 - 7 | 8:30 AM - 4:30 PM | Arlington, VA
Courtyard Arlington Crystal/Reagan Nat'l Airport, 2899 Old Jefferson Davis Highway, Arlington, VA 22202   View map


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Course Level All Levels

Length 1.5 Hr

Delivery Method In-Person or Group Internet-Based

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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 Level Basic
Length Two days (16 CPE)
Delivery Method Group Live Event
Event Time 8:30 AM - 4:30 PM
Prerequisites Working knowledge of Microsoft Windows® desktop environment and Microsoft Office® applications
Location Courtyard Arlington Crystal/Reagan National Airport 2899 Jefferson Davis Highway Arlington Virginia United States 22202

Barbara Godish, CPA, CIDA

Trainer, Consultant
Barbara is an experienced accounting professional, auditor and consultant. In 2004, she founded Godish Accounting Solutions, a consulting company specializing in accounting and internal auditing services. Barbara is an authorized IDEA trainer and works with clients to customize on-site training courses to meet specific business objectives. Prior to establishing her own practice, she served as a manager with Wessel & Company CPAs where she was instrumental in implementing IDEA and risk-based auditing for the firm. Barbara is a graduate of the University of Pittsburg, and she is both a CPA and a Certified Business Manager (CBM). She serves as treasurer of the Auxiliary of Conemaugh Hospital and participates in fundraisers for the Auxiliary and other non-profit organizations in her community. When she’s not helping professionals learn to use IDEA, Barbara spends time with her family in Pennsylvania where they ski in the winter, hike and bike in the warmer months and cheer for the Steelers.
  • 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:
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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