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
• 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

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