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. |
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.
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.
