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.
Ricardo Murillo, CIDA, CISE
Technology Services Manager
Ricardo is a data analysis and programming expert. Ricardo has extensive experience in employing IDEA and IDEAScripts to streamline audits and forensic engagements. In addition, Ricardo is proficient in Microsoft Excel and Access. Ricardo previously worked at GPS Consultants where he worked to design IDEAScript solutions for healthcare. Ricardo worked to streamline audits for AP and payroll systems for various companies. Ricardo worked on the development and implementation of the Monitor Secure Payable Solution. Ricardo has also designed external applications that work side by side with IDEA and Monitor using C#. Ricardo enjoys playing the piano, the violin and video games and he has picked up a new hobby of wood burning.
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.