After you’ve completed the Level 1 course, or gained experience working with IDEA on your own, it is time to tackle more complex data analysis tasks. Our two-day Level 2 course is designed to build your skills and achieve higher levels of efficiency. This course provides hands-on instruction to help you learn more advanced techniques including creating equations or criteria, automating tasks and connecting databases.
Two days (16 CPE)
8:30 AM - 4:30 PM
Working knowledge of Microsoft Windows® desktop environment and Microsoft Office® applications. Familiarity with CI101 course topics. Completion of CI101 is recommended.
Carol Ursell, CPA, CIDA
Director of Training
Carol Ursell 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
Build upon skills acquired by experience or attending Level 1 training
Network with fellow IDEA users to share best practices and grow your professional network
After completing this training, participants will be able to:
Handle advanced data extract and imports with greater confidence, speed and accuracy, including PDF imports
Connect multiple databases to bring data together from different sources for analysis
Apply advanced @functions and custom functions to perform complex calculations and testing
Perform advanced data profiling using Benford’s Law
Automate repeatable processes and repeatable tasks by working with Visual Script and IDEAScripts
Access resources available from CaseWare for continued learning and assistance
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
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.