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Training & Events


Data analytics is essential for conducting efficient and effective audits. Our one-day workshop provides a comprehensive, high-level overview of IDEA including:
  • Importing files and preparing data for analysis
  • Navigating IDEA's features and functionality to perform tasks such as summarizing data, adding fields to a database, joining two databases, using pivot tables and stratification, etc.
  • Turning result files into electronic working papers, and best practices for sharing findings
This event prepares beginner-level IDEA users, and those who need a refresher course, for our two-day hands-on training courses (IDEA Data Analysis Level 1 and Level 2), which provide more hands-on instruction.
 
Course LevelBasic
LengthOne day (8 CPE)
Delivery MethodGroup Internet-Based
Event Time8:30 AM - 4:30 PM Central
PrerequisitesWorkshop attendees are encouraged to attend our one-hour Getting Started with IDEA webcast to become familiar with IDEA’s basic features and functions.

Mario Perez, CIDA

Audit Analytics Consultant
 
Mario has over 12 years of experience as an IDEA user, trainer, and provider of technical support and consulting services. Starting with his introduction to IDEA as an audit associate at BDO New York in the mid-90s, he credits his enthusiasm for Data Analytics and knowledge of IDEA with traveling the world, working with the IDEA distributor in Scandinavia as well as training and consulting engagements in Saint Vincent and the Grenadines and The Bahamas.
NASBA CPE LogoAudimation 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.
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