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 Internet Based
Event Time
8:30 AM - 4:30 PM Central
Prerequisites
Working knowledge of Microsoft Windows® desktop environment and Microsoft Office® applications
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
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
Audimation 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
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