Founder-led training programme
CaseWare IDEA Audit Analytics Training for Internal Audit Teams
Move from isolated samples to documented, repeatable IDEA tests across complete transaction populations.
Build a traceable audit-analytics workflow that imports and profiles data, tests defined risks and preserves reusable logic for review and repeat execution.
Duration: 1 to 2 Days.
One to two days
Format: Public Online · Private Online · Private On-Site.
Scheduled online or private team delivery, with CaseWare IDEA access and audit-data boundaries confirmed before delivery
Level: intermediate.
Internal audit teams using CaseWare IDEA
Overview
What this programme covers
Move from an audit question and imperfect source data to a repeatable test whose logic, exceptions and limitations can be reviewed.
Audit analytics becomes defensible when the team can explain the data received, the risk tested, the logic applied and the exceptions selected. This programme is for internal audit teams using CaseWare IDEA where assurance still depends heavily on samples, data preparation varies between reviewers or useful tests are rebuilt for each assignment. Participants work through IDEA data import and profiling before creating equation fields, extractions and reusable IDEAScript routines. Practice focuses on testing complete transaction populations for duplicates, gaps, unusual journals and indicators that warrant further audit work. An exception is treated as a lead for investigation, not proof of error or fraud. The workplace output is a documented IDEA project containing reusable audit tests, with the source, purpose, logic, parameters and results recorded for review. Audit-trail, script-review and continuous-monitoring controls help the team decide when a test can be repeated, changed or relied upon in later work.
Evidence standard
Evidence and learning boundaries
Participants demonstrate learning through an IDEA project they can defend: source and population, risk-linked test logic, selected exceptions, recorded limitations, and controls for review or repeat execution. The standard is explainable audit reasoning, not presence at the session.
Learning outcomes
What participants will learn
Participants should be able to prepare data, construct purposeful tests and explain what the resulting exceptions do and do not establish.
Import and profile audit data in IDEA while recording source, scope, field assumptions and preparation decisions.
Translate a defined audit risk into equation fields, extractions and tests with reviewable selection logic.
Test complete transaction populations for duplicates, gaps, unusual journals and indicators requiring further investigation.
Document an IDEA project so another reviewer can understand the test purpose, parameters, exceptions and limitations.
Apply audit-trail, script-review and continuous-monitoring controls to reusable IDEAScript routines and repeated tests.
Programme structure
Programme modules
The sequence covers import control, profiling, targeted analysis and the documentation needed to reuse a test responsibly.
Establish the audit data trail
Participants begin with the evidence chain rather than the test menu. They identify the population, source, period, expected fields and preparation steps, then import and profile data in IDEA. Record counts, field types, missing values and unusual distributions are used to expose questions that must be resolved before the team interprets an exception as meaningful audit evidence.
Translate risks into IDEA logic
A defined audit risk is converted into transparent analytical logic. Participants use equation fields and extraction criteria to express conditions, thresholds and combinations that deserve examination. They document why each rule relates to the risk, what assumptions it contains and where false positives or incomplete source data could affect the result.
Interrogate the full population
Participants apply structured tests to complete transaction populations, including duplicate, gap and unusual-journal scenarios. They distinguish an analytical indicator from a conclusion, prioritise exceptions for follow-up and identify the corroborating evidence still required. The exercise builds a disciplined route from a large result set to a proportionate, reviewable audit response.
Preserve and govern reusable tests
The final module turns useful analysis into a documented IDEA project with reusable audit tests and IDEAScript routines. Participants record purpose, source, parameters, logic, outputs and known limitations, then define script review, change control and audit-trail expectations. They also consider the controls needed before a repeated test forms part of continuous monitoring.
Audience
Who this is for
Designed for internal audit practitioners who can work with authorised datasets and translate analytical exceptions into proportionate audit enquiry.
Internal auditors using CaseWare IDEA who need a more consistent route from raw data to reviewable audit evidence.
Audit analytics practitioners building equation fields, extractions or IDEAScript routines for repeated assurance work.
Audit managers responsible for reviewing the purpose, logic, parameters and limitations of data-driven tests.
Internal audit teams exploring complete-population testing or controlled repeat execution for suitable transaction risks.
Fit check
Pause before booking when
People seeking examination preparation or a regulated audit credential rather than applied CaseWare IDEA capability.
Teams looking for a general introduction to spreadsheets or data science without an internal-audit risk and evidence context.
Organisations expecting the facilitator to investigate live exceptions, determine fraud or deliver completed audit work as consultancy.
Delivery and pricing
Choose the route that fits the cohort
Scope is shaped around practitioner experience, lawful software access, data-handling boundaries and the tests the cohort needs to understand.
Delivery
Public Online
A scheduled virtual class develops a controlled IDEA workflow through risk-led analytical exercises. Buyers verify the announced date, software prerequisites, learning files and connection instructions before securing a place.
Delivery
Private Online
A dedicated internal-audit team can work online with scenarios reflecting its responsibilities without disclosing unnecessary records. Scoping establishes practitioner experience, permitted data and the tests most useful for facilitated practice.
Delivery
Private On-Site
At the client venue, auditors can complete extended import, profiling and scripting work with tutor support. The proposal settles room needs, IDEA setup, accessibility, participant numbers and approved source material.
Delivery
Documented project and control review
The cohort constructs reusable tests within an IDEA project whose purpose, parameters and limitations are documented. A later examination of scripts, controls or audit trails occurs only through an expressly defined extension.
£395 to £595
Public Online
The public fee applies to its named cohort, audit exercises and learning files. CaseWare access remains a separately confirmed participant requirement.
£2,750 to £3,500 / £4,500 to £6,000
Private Tutor-Led
Private pricing reflects IDEA experience, approved data limits, chosen environment, team size and the audit tests selected for guided development.
£149 to £249
On-Demand
A self-paced package must disclose software prerequisites, access length, supplied practice files and the available help route before it can be bought.
Founder-led delivery
Tobi Akiode
Founder-led facilitation focused on transparent analytical logic, reviewable audit tests and evidence-aware exception handling.
Tobi Akiode personally leads CaseWare IDEA Audit Analytics Training for Internal Audit Teams, connecting audit analytics, data, systems and control thinking to practical IDEA workflows. Import, profiling, equation fields, extraction and IDEAScript practice remain anchored to audit risks, evidence requirements and reviewer scrutiny.
Tobi Akiode carries the agreed audit purpose from initial scoping into facilitation, keeping IDEA practice connected to the cohort’s responsibilities. The sponsor confirms data boundaries and intended test applications beforehand. Trainer continuity is explicit, while script approval and audit conclusions remain with authorised internal-audit leadership.
Questions
What buyers usually ask before booking
Confirm software access, data preparation, audit evidence boundaries, practical outputs and the controls required before a test is reused.
What IDEA capabilities does the programme cover?
Participants work with IDEA routines for importing and profiling data, creating equation fields, extracting records and reusing IDEAScript as parts of an audit question. The tools support risk questions across complete transaction populations rather than presented as a software tour. Scoping establishes the team’s starting competence and appropriate scenarios. Risk relevance guides the technical depth.
Does complete-population testing remove the need for audit judgement?
No. Wider coverage from a complete-population rule still depends on sound logic, suitable source data and professional evaluation. Duplicates, gaps or unusual journals are indicators requiring corroboration. The course treats an exception as a reason to investigate, never as proof of a finding. Professional scepticism remains essential throughout.
Will participants create reusable IDEA tests?
Each learner develops an IDEA project containing repeatable audit tests with a stated source, intended audit purpose, parameters, logic, observed result and recognised constraints. Script-change and review expectations are also recorded. Future reuse depends on whether the underlying data structure and audit risk remain sufficiently comparable. Change notes preserve later reviewability.
Can this IDEA training run for an internal audit team?
An open virtual date may be offered, while closed teams can choose online or on-site facilitation. Private scenarios may reflect their risk landscape once boundaries are agreed. The booking proposal identifies software setup, venue or platform, accessibility, group size, materials and preparation responsibilities. That preparation keeps practice audit-relevant.
Does the programme certify our scripts or prove fraud?
No formal status, script assurance or fraud conclusion follows from attendance. Learners practise analytical test design, exception evaluation, review controls and traceable audit documentation. Suspected issues still require proportionate enquiry, corroborating support and decisions made through the organisation’s authorised audit governance. Governance ownership therefore stays unmistakable.
Ready to choose a time?
Book a focused discovery call when a conversation is the right next step.
Use this when you want to talk through an event, workshop, service or training need and agree the practical next step. Bring the challenge, desired outcome, timing and any constraints worth considering.
Choose an Event / Workshop Discovery time
This booking captures the meeting time. Use the enquiry route instead if you need to send context, files or a detailed brief first.