Effective investigations reduce litigation risk and protect organizational reputation, making skilled investigators essential for compliance.
In today’s litigious environment, organizations face mounting pressure to conduct thorough, legally sound workplace investigations. Remote work, social‑media activity, and heightened employee activism have expanded the scope of potential misconduct, driving HR and legal teams to seek specialized expertise. Training that blends regulatory knowledge with practical techniques helps companies mitigate exposure, preserve evidence integrity, and demonstrate good‑faith efforts before regulators or courts. Consequently, demand for focused investigative workshops has surged as firms prioritize risk‑aware cultures.
The Northern California workshop delivers a concise, hands‑on curriculum designed for HR professionals, labor relations specialists, and in‑house counsel. Over a structured half‑day, attendees build an investigative plan, practice evidence‑gathering, conduct mock witness interviews, and draft findings reports—all under the guidance of seasoned practitioners. Limited seating fosters interactive learning, while the $350 fee includes a light breakfast and access to scenario‑based exercises that mirror real‑world complexities. Pending SHRM and CLE certifications further enhance the program’s credibility, positioning it as a valuable credential for compliance‑focused careers.
Beyond the classroom, the skills acquired translate into measurable business benefits. Defensible investigations reduce the likelihood of costly lawsuits, protect brand reputation, and support fair employee treatment across unionized and non‑unionized settings. As regulatory agencies tighten standards around documentation and procedural fairness, organizations that invest in such training gain a competitive edge in talent retention and risk management. Looking ahead, continuous education in investigative best practices will remain a cornerstone of robust HR compliance strategies.
Workshop Overview
This in‑person morning workshop is geared towards HR, labor relations, and employee relations professionals, as well as in‑house counsel. Presenters will explore the fundamentals of conducting lawful and effective workplace investigations in the modern workplace.
The session will provide practical guidance on fundamentals and advanced topics, aligning internal procedures with best practices, and cover how to create an investigative plan, evidence‑gathering techniques, interviewing witnesses, drafting reports, privileged investigations, social media concerns, sensitive issues that may arise, and avoiding common mistakes. Participants will have the opportunity to apply these investigation techniques through guided practice using realistic hypothetical scenarios.
Learning Objectives
By the end of the session, participants will be able to:
Understand the fundamentals of conducting lawful and effective workplace investigations
Develop the confidence to create your own investigative plan and independently manage workplace investigations
Identify best practices that shape defensible investigations, including witness interview and evidence‑gathering techniques
Learn to effectively communicate findings to stakeholders
Recognize potential pitfalls in conducting investigations and how to address them head‑on
Apply best practices to ensure investigations are legally compliant and defensible
Develop strategies for managing investigations in unionized and non‑unionized settings
Schedule & Fees
Breakfast & Registration: 8:15 – 9:00 a.m.
Workshop: 9:00 – 10:15 a.m.
Break: 10:15 – 10:30 a.m.
Workshop: 10:30 – 12:00 p.m.
Registration Fee: $350
A light breakfast will be provided.
Capacity is intentionally limited to ensure a high‑engagement learning environment. This program is offered as an in‑person event and will not be livestreamed or recorded.
SHRM and CLE certifications are pending.
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