This two-day course introduces experienced users to more advanced topics devoted to workflow automation with IDEAScript macros. IDEAScript, the IDEA programming language behind IDEAScript macros, is similar to and compatible with Visual Basic for Applications, the macro language used in Excel®, PowerPoint®, Word®, Access®, and other Microsoft Office® applications.
Two days (16 CPE)
8:30 AM - 4:30 PM
Working knowledge of IDEA. Familiarity with CI101 and CI102 course topics. Completion of CI101 and CI102 is recommended.
Jennifer L. Ellison, CFE
Consulting Services Manager
Jennifer has nearly two decades of experience in IT audit, forensic audit, and ethics and compliance for Fortune 200 energy services companies across 20 countries. In 2018, Jennifer joined Audimation Services as an Audit Analytics Consultant to help clients implement and apply CaseWare IDEA® to extend their auditing and fraud detection capabilities. As an IDEA Power User since 2001 — primarily using IDEA in fraud investigation and anti-corruption audits — Jennifer takes her online and on-site training and consulting to the next level by sharing specific, real world examples of IDEA applications and providing knowledge and support for Professional Services. Also an experienced SAP user, she helps clients download and analyze SAP information. Jennifer is a graduate of Ambassador University and is a Certified Fraud Examiner (CFE) as well as a Certified Information Systems Audit (CISA) – non-practicing.
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
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.