Basic Analytics Using Excel

Field: Auditing | Delivery Method: Self Study | CPE Hours: 1.0

How to get auditors performing basic analytics using Excel, as a first step to getting them doing more and deeper analytics

It has been said that the definition of crazy is doing the same thing over and over again and expecting a different result. If your audit analytics program is still not meeting your expectations, you are going to have to do something different to change that outcome. The biggest hurdle organizations need to overcome is getting auditors to think differently about what analytics is. Excel might not be the ultimate analytics tool for your organization but attend this webinar to see how you can use it as a catalyst for change throughout the audit team.
Learning Objectives
  • Learn non-technical skills auditors need to perform audit analytics
  • Learn commonly used Excel functions that can be applied to audit analytics
  • Learn how to get auditors started down a path of thinking about analytics vs automatically pulling samples


Field: Auditing
CPE: 1
Delivery Method: Self Study
Format: Video


Your Instructor


Jim Kaplan CIA CFE
Jim Kaplan CIA CFE


AuditNet® is the Global Resource for Auditors, and serves the global audit community as the primary communications resource with an online digital network where auditors share resources, tools, and experiences including audit work programs and other audit documentation.

As the first online portal for the global audit community, AuditNet® has been at the forefront of audit websites dedicated to promoting the use of technology. http://www.auditnet.org/

Jim Kaplan, the founder of AuditNet®, became a Certified Internal Auditor in 1984. He has continuously promoted and encouraged the use of technology and the Internet for audit productivity.

As an active member of the IIA, he has held many positions at the local and International level. He is a founding member of the Northern Virginia Chapter and served as Chapter President in 1989. He retired from his government audit director position in 2005. He is the founder and President of AuditNet®, the global resource for auditors, and has been identified as an Internet for Auditors pioneer. Jim's contributions to the profession were recognized by the IIA (2007 Bradford Cadmus award) and the Association of Local Government Auditors (Lifetime Achievement Award). In addition to the IIA, he is a member of the Association of Local Government Auditors and the Association of Certified Fraud Examiners.


Course Curriculum


  Basic Analytics Using Excel
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