The First and Best ABL Specific
Data Analysis Course
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Learning Objective:
Participants will develop the skills to electronically
download text files and formatted Excel files for rapid
data analysis using sorts, AutoFilter, Subtotals and
Pivot Tables.
CPE Credit:
8 Hours
Prerequisites:
Excel 2000 or higher and an understanding of basic Excel
functions such as SUM, IF statements, and editing
commands. At least one year of financial analysis
or accounting are recommended.
Advanced
Preparation: Computer should have Excel
installed. Course cases will be distributed at the
start of the course and students must be able to
download or copy the files to their computers.
Delivery Method:
Group Internet (Webinar) Group Live upon request
Course Level:
Advanced
Registration:
Contact Clear Choice Seminars, Inc. at
www.ccsiweb.com
(see Contact page)
or by phone at 410 747-7994 for more information and
pricing.
DATA is now part of
Intermediate ABL Auditing
Are you or members of your staff still adding up credit
memos on a calculator or spending hours calculating ineligibles from thick
agings? Heard about doing this on a computer but can't seem to get the
skills needed to make it happen? Uncertain about how to get the data from
the Borrower's computer system? Stressed-out from a stretched out staff
that needs to be more efficient? Tired of hearing the Borrower complain
about the audit fees and travel time? Would you like to learn how to use
inexpensive software tools to get the job done up to 50% faster? Can you
afford to pass this up? If not now, when your competition can do it faster
and cheaper and better?
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Data Analysis Techniques for Auditors (DATA),
takes a practical and affordable approach to the advanced analysis of
electronic data. Designed for advancing or advanced examiners, back
office staff and CPA’s with a minimum of 30 ABL ineligible calculations or
exams completed,. This is the most advanced ABL audit course in the
world. |
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Instruction is provided by Joseph R. Caplan, CPA,
one of the industry’s leading examiners, creator of Intermediate ABL
Auditing (the #1 ABL Audit course), ABL-Help, and Managing Director of
FinSoft, LLC. Almost two years in the making and focused from tens of
thousands of hours of Audit, computer and DATA analysis experience in the
ABL field. |
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FASTER |
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Students will learn to analyze agings, sales and
cash journals, summarize credit memos, extract data, move data from Borrower
systems onto Examiner computers and parse data -- All electronically and in
record time. |
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SMARTER |
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MORE COMPLETE |
The course requires a Pentium class PC loaded with
Excel 97 or higher |
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Featuring a professional spiral bound manual with
step-by-step instructions for hands-on examples. Each example
builds upon prior knowledge for constant enhancement and reinforcement of
ideas. Examples use real ABL scenarios and ABL accounting data. |
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MORE ACCURATE |
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DATA Course Outline
1 Day Course
Also included with Intermediate ABL Auditing |
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PREFACE
Objectives
What is Data Mining?
Data Mining vs Data Analysis
Brief History
Modules and Format
Keyboard Input
Menubar and Toolbar
Course Files
THE PERSISTENCE OF DATA
Objectives
Data is Everywhere
Data Terminology
Why You Can Get Data
Persistence Section Review
Data Proficiency Review
GETTING DATA
Objectives
Data Formats and What to Get
Limitations
Getting the Data To A File
Getting the Data From Them to Us
Virus Paranoia
Boolean Logic and Wildcards
Exercise A: PDF2XL
Getting Data Section Review Quiz
Getting Data Proficiency Review |
EXCEL FOR DATA ANALYSIS
Objectives
Exercise A: Good DATA Setup Habits
Exercise B: Importing Data to Excel
Exercise C: Import Troubleshooting
Exercise D: Basic Sorting
Exercise E: Multi-Key Sorting
Exercise F: Advanced Filtering
Exercise G: Subtotaling
Exercise H: Formula Tweaks
Exercise I: Pivot Table Basics
Exercise J: Pivot Table Tweaks
Exercise K: Advanced Inventory Pivots
Exercise L: VLookup to Compare Lists
Excel Section Review Quiz & Case
Excel Proficiency Review |
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This course moves students from
assessing client systems to advanced Excel data analysis and then into
detailed testing techniques and fraud hot-spots. Students will gain
timesaving skills to acquire, convert, analyze, summarize and interpret
borrower data. The course is lead by an industry insider with 21+
years of ABL field examination and computer automation experience.
The borrowers are smarter,
you should be too! |
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1998-2022 Clear Choice Seminars, Inc. All Rights
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