Data analytics is essential for conducting efficient and effective audits. 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. Our half-day workshop provides a high-level overview of IDEA including:
- Importing Excel and CSV files and preparing data for analysis.
- Navigating IDEA's features and functionality to perform tasks such as indexing, summarizing, joining, and filtering.
- Turning result files into electronic working papers, and best practices for sharing findings.
Course Level |
Basic |
Length |
Half-day (4 CPE) |
CPE Category |
General Audit |
Delivery Method |
Group Internet-Based |
Event Time |
1:00 PM - 4:30 PM CDT |
Prerequisites |
Workshop attendees are encouraged to attend our one-hour Getting Started with IDEA webcast to become familiar with IDEA’s basic features and functions. |
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.

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.