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January Luncheon: AICPA Guide to Data Analytics: Explorations and Interpretations using IDEA

  • January 08, 2019
  • 11:30 AM - 1:00 PM
  • HESS Club 5430 Westheimer Rd, Houston TX 77056


  • Members Seat - Only current active members of the Houston Chapter may register a members seat.
  • Registration for non-members.
  • You must be a student chapter member to register at this rate.
  • Same Day Walk-In Pricing Open to All.

Registration is closed

Presentation: AICPA Guide to Data Analytics: Explorations and Interpretations using IDEA

Speaker: Mario Perez, CIDA, Audit Analytics Consultant. Audimation Services

Presentation Description:

Mario Perez will interpret some of the main data analytic techniques discussed in the book, "A Guide to Audit Data Analytics" and show how it can be performed in IDEA.  In early 2018, the AICPA released a Guide to Audit Data Analytics to give auditors an overview of different data analytic techniques they can apply in their audit engagements. 

The goal of this presentation is to interpret some of the main data analytics written in the Guide and show how it would be performed using the Data Analytic tool IDEA.

Mario has over 12 years experience as an IDEA user, trainer, and provider of technical support and consulting services. Starting with his introduction to IDEA as an audit associate at BDO New York in the mid-90s, he credits his enthusiasm for Data Analytics and knowledge of IDEA with traveling the world, working with the IDEA distributor in Scandinavia as well as training and consulting engagements in Saint Vincent and the Grenadines and The Bahamas.

CPE Credits: 1.0 CPE Hours


11:30AM  Registration & Lunch Begins 
11:50AM Chapter Announcements 
12:00PM Speaker Presentation 
1:00PM  Closing & Dismissal 

Learning Objectives:

  • To discuss some of the main aspects of the AICPA’s Guide to Data Analytics and how data analytic techniques can be applied to financial statement audits in accordance with auditing standards.

  •  Demonstrate how Data Analytics can be leveraged and scaled through automation.

  •  Demonstrate those techniques in CaseWare IDEA to show exactly how certain Data Analytics can be executed to identify anomalies, outliers, errors, and exceptions.

Event Policies:

If you have registered and/or paid for an event and you need to cancel, you MUST email events@houstonacfe.org no later than 5 days prior to the event to request a refund and/or cancel your registration.      

For more information regarding refund, complaint and/or program cancellation policies, please visit the Terms & Conditions section of the website, or email us at events@houstonacfe.org.    

Additional Information:

Delivery Method: Group-Live
Prerequisites: Working Knowledge of Fraud and Fraud Schemes
Field of Study: Specialized Knowledge and Applications [Fraud]
Who Should Attend?:  Anti-fraud professionals, Auditors, Accountants, Attorneys, Investigators, Law Enforcement, Educators, Students
Advanced Preparation: None
Program Level: Intermediate

NASBA Sponsor No. 125230

The Houston Area Chapter of the Association of Certified Fraud Examiners is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the 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: www.learningmarket.org.

Houston Area ACFE Chapter
PO Box 22853
Houston, Texas 77227-2853

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