Data Analytics for Auditors
Upcoming Training without Travel Webinars
Graphing Data in Excel for Auditors
February 23, 2012 11 am - 1 pm EDT
(2 CPEs) $89
How To Save Millions At
Your Company
Top Cost Saving Projects for 2012 and Beyond
March 14, 2012 11 am - 1 pm EDT
(2 CPEs) $89
Special Offer
Sign up for both for only $150
Make 2012 the year for improving and implementing your data analytic skills! See below calendars of courses:
(12 courses – 2 CPE each)
(12 courses – 2 CPE each)
If you don't need the CPE then watch for details on the Video Only series!
Graphing Data in Excel for Auditors
February 23, 2012 (Thursday)
11:00 AM- 1:00 PM EDT (2 CPE Credits)
(2 CPEs) $89
There is always something to learn with graphing in Excel, especially
with the recent changes in Excel 2007 and 2010. In this course, we will
start with the basics but show you that you can move to intermediate and
advanced Excel techniques with a click on the Excel ribbon.
In this case study discussion formatted course with an already developed
Graph template, you’ll learn how to translate unwieldy files of
financial data into a single compact scattergraph, pie chart, or
overlay—and then to pick out the key items that merit sampling and
follow-up. Pivot Charts, multi-axis charts, data label issues, and other
graph topics will all be discussed with a unique focus on the audit
aspects of graphing.
The specific learning topics
are:
• Understand graph types and their different analytical strengths from a
audit perspective
• Utilize percentiles, strata, and other simple statistical tools in
graphs for assessing whether an item is unusual
• Using named ranges for auto-formatting an entire Pivot Table area or
graph range so that the graph range will auto-update based on the data
in that sheet
• See how to quickly turn a graphing exercise into a sampling one by
sampling multiple categories to identify highest-risk items
• Be able to operate a graph template for creating numerous audit-report
ready presentations of payables and general ledger data (although the
techniques can be used in almost every audit area). .
Date: Thursday, February 23, 2012
Time: 11:00 AM- 1:00 PM (Eastern, GMT -0500)
CPE: 2 Credits are available for attending the seminar which are awarded
based on a 50-minute hour.
Program Level / Prerequisites and
Advance Preparation: Basic / None
Basic Delivery Method: Group Internet Based
Recommended Category: Specialized Knowledge and Applications
Cost: $89
Your moderator:
Jim Kaplan, CIA, CFE, President of Auditnet
Speaker - Richard B. Lanza, CPA, CFE – President – Cash Recovery Partners, LLC
- Over two decades of ACL and Excel software usage
- Wrote the first practical ACL publication on how to use the product in 101 ways (101 ACL Applications)
- CPA, CFE, and over 10 years of external/internal audit experience.
- Has written and spoken on the use of audit data analytics for over 15 years.
- Received the Outstanding Achievement in Business Award by the Association of Certified Fraud Examiners for developing the publication Proactively Detecting Fraud Using Computer Audit Reports as a research project for the IIA – Link to
-
Recently was a contributing author of:
- Global Technology Audit Guide (GTAG #13) Fraud in an Automated World – Institute of Internal Auditors. –
- Data Analytics – A Practical Approach - research whitepaper for the Information System Accountability Control Association.
- Cost Recovery – Turning Your Accounts Payable Department into a Profit Center – Wiley and Sons.
- Currently builds customized continuous monitoring applications for clients
Please see Rich’s full bio at http://www.richlanza.com/
How To Save Millions At Your Company - Top Cost Saving Projects for 2012 and Beyond
March 14, 2012
How To Save Millions At Your Company - Top Cost Saving Projects for 2012 and Beyond
Regardless of any budget, cost savings and recovery projects can be incorporated into any organizational plan for 2011 / 2012. With past error percentages ranging from .1% to 6% (depending on the category of spend) and go-forward savings opportunities of 50% or more, companies owe it to themselves to establish and optimize a set of cost saving initiatives for the coming year.….before they disappear.
Specific learning objectives include:
- Be able to tailor a plan for cost savings in the coming year, with no cash budget required, using a variety of easy-to-implement cost recovery / saving initiatives
- Discuss numerous case studies with the people who experienced the projects, to be able to better gauge future savings opportunities at your organization
- Understand how cost recovery can support any Sarbanes-Oxley or other control testing plan, supplementing your existing staff at no cost.
- Learn about instances when such cost-cutting reviews can also become effective fraud fighters
- Be able to prioritize technology opportunities, depending on your company’s potential for maximum savings, ensuring that the technology pays for itself from day one
- Understand the plethora of data analysis tools and continuous monitoring applications available to companies (with associated costs and benefits)
- Be able to use mathematical scoring in order to improve selections of the top vendors / transactions for further reviews, be it for error or even fraud detection reasons
Date: March 14, 2012
Time: 11:00 AM- 1:00 PM (Eastern, GMT -0500)
CPE: 2 Credits are available for attending the seminar which are awarded
based on a 50-minute hour.
Program Level / Prerequisites and
Advance Preparation: Basic / None
Basic Delivery Method: Group Internet Based
Recommended Category: Specialized Knowledge and Applications
Cost: $89
Your moderator:
Jim Kaplan, CIA, CFE, President of Auditnet
Speaker - Richard B. Lanza, CPA, CFE – President – Cash Recovery Partners, LLC
- Over two decades of ACL and Excel software usage
- Wrote the first practical ACL publication on how to use the product in 101 ways (101 ACL Applications)
- CPA, CFE, and over 10 years of external/internal audit experience.
- Has written and spoken on the use of audit data analytics for over 15 years.
- Received the Outstanding Achievement in Business Award by the Association of Certified Fraud Examiners for developing the publication Proactively Detecting Fraud Using Computer Audit Reports as a research project for the IIA – Link to
-
Recently was a contributing author of:
- Global Technology Audit Guide (GTAG #13) Fraud in an Automated World – Institute of Internal Auditors. –
- Data Analytics – A Practical Approach - research whitepaper for the Information System Accountability Control Association.
- Cost Recovery – Turning Your Accounts Payable Department into a Profit Center – Wiley and Sons.
- Currently builds customized continuous monitoring applications for clients
Please see Rich’s full bio at http://www.richlanza.com/
These webinars are a great value at $89 each but for a limited time you can sign up for both for only $150. Additional bonuses will be provided as well including ACL scripts and Excel templates.
Make 2012 the year for improving and implementing your data analytic skills! See below calendars of courses:
(12 courses – 2 CPE each)
(12 courses – 2 CPE each)
Questions, complaint resolution, and refund policy
If you have any questions regarding the course, our administrative and complaint policies, or were not satisfied with this course and would like a refund of your seminar fee, please contact:
Richard B. Lanza,
President of Cash Recovery Partners, via the following means:
Phone: 201-650-4150
Fax: 973-270-2428
Email: rich@auditsoftware.net
Address: PO Box 31, Lake Hopatcong, NJ 07849
Cash Recovery Partners, LLC 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 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.
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