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Introduction to Conducting Workplace Investigations: Managing Complaints of Employee Misconduct

Pre-Investigation Considerations, Witness Selection, Interview Preparation, Confidentiality and Privilege

A live 60-minute CLE video webinar


Thursday, March 13, 2025

1:00pm-2:00pm EDT, 10:00am-11:00am PDT

Early Registration Discount Deadline, Friday, February 14, 2025

or call 1-800-926-7926

This CLE webinar will guide new employment attorneys through the process of conducting workplace investigations into alleged employee misconduct including harassment and discrimination. The panel will address pre-investigation considerations, offer best practices for conducting interviews and making client recommendations, and discuss confidentiality and privilege issues.

Description

When an employer client receives a complaint of potential employee misconduct, such as sexual harassment, discrimination, or retaliation, counsel should know how to guide the employer through the investigation process and/or how to conduct the investigation to determine the employer's potential liability exposure and be able to offer recommendations on possible corrective action.

New attorneys must become familiar with the workplace investigation process--from the initial fact-finding conversation with the client, to establishing the scope of the investigation and selecting key witnesses, to drafting the investigation report and recommendations. Additionally, counsel should understand privilege and confidentiality considerations when conducting investigations.

Listen as our expert panel guides new employment attorneys through the process of conducting workplace investigations. The panel will offer best practices and discuss pitfalls to avoid.

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Outline

  1. Introduction: when to conduct a workplace investigation
  2. Pre-investigation considerations
    1. Identifying the scope of the investigation
    2. Initial client information gathering
    3. Managing employee issues during the investigation (e.g., when the alleged harasser is the supervisor/manager)
  3. Identifying key witnesses
  4. Interview preparation
  5. Confidentiality and privilege considerations
    1. Upjohn warning
    2. Documentation
  6. Conducting interviews and evaluating evidence
  7. Drafting investigation reports and recommendations
  8. Best practices and pitfalls to avoid

Benefits

The panel will review these and other important considerations:

  • When is a workplace investigation necessary?
  • How should counsel determine the scope of the investigation? Select key witnesses?
  • What are best practices for interviewing witnesses and evaluating evidence?
  • What confidentiality and privilege considerations should counsel be aware of when conducting workplace investigations?

Faculty

Barr, Abigail
Abigail Barr

Partner
Ice Miller

Ms. Barr focuses her practice on helping employers avoid and resolve labor and employment law issues. She has extensive...  |  Read More

Additional faculty
to be announced.
Attend on March 13

Early Discount (through 02/14/25)

Cannot Attend March 13?

Early Discount (through 02/14/25)

You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. Strafford will process CLE credit for one person on each recording. All formats include course handouts.

To find out which recorded format will provide the best CLE option, select your state:

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