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Training & Events


Gain hands-on experience on importing difficult print reports or PDF files into IDEA using the Report Reader. After this workshop you will learn:
 
  • How headers and footers work together
  • 10 steps to a successful template and how to tell what went wrong
  • How to deal with reports output to Excel
  • How to work with multi-line layers and multi-line fields
  • How floating traps and layers work
 
Course LevelIntermediate
Length3.5 Hours (4 CPE)
CPE CategoryAuditing
Delivery MethodGroup Internet-Based
Event Time12:00 PM - 3:30 PM CDT
PrerequisitesWorking knowledge of Microsoft Windows® desktop environment and Microsoft Office® applications. IDEA Data Analysis Level 1 and one year of consistent use of IDEA including importing, adding fields, extracting data, and summarizing data.

Carol Ursell, CPA, CIDA

Director of Training
 
Carol Ursell is widely recognized as an exceptional instructor, helping hundreds of professionals build their skills and confidence using data analytics. She joined Audimation Services in 1998 to establish the training department and shares her extensive knowledge of computer systems and data analysis techniques. As Director of Training, Carol develops and updates course curriculum, works with clients to customize content for on-site training and develops seminars and distance learning courses covering timely topics. Prior to joining Audimation Services, Carol was an accounting manager and audit coordinator for Cabot Oil & Gas and also worked in the audit department of Arthur Andersen. She is a graduate of Texas State University and is a Certified Public Accountant (CPA). She is a member of the American Institute of Certified Public Accountants (AICPA) and the Texas Society of CPAs.
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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