The First and Best ABL Specific
Data Analysis Course
N E W E S T S C H E D U L E
&
C O U R S E O U T L I N E
Click Here
|
|
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?
|
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. |
|
|
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. |
|
FASTER |
|
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. |
|
SMARTER |
|
MORE COMPLETE |
The
course requires a Pentium class PC loaded with Excel 97 or higher |
|
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. |
|
MORE ACCURATE |
|
|
|
"Learn What You've Been Missing" |
|
DATA Course Outline
1 Day Course included with Intermediate ABL
Auditing |
|
D A Y
O N E
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 |
|
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! |
Home |
Student Comments |
Courses |
Top Lenders |
Instructor |
Materials |
FAQ
Copyright © 1998-2010 Clear Choice Seminars, Inc. All Rights Reserved
|
