It happens. There is an incident at your companys office and an employee files a complaint about another employee. What you do next will have an impact on the outcome of the complaint, and if done wrong, can have a disastrous impact on your company.
This training will identify the steps necessary to ensure your internal investigation is conducted fairly, impartially and as professionally as possible. In addition, retaliation claims are consistently among the greatest number of EEOC charges filed each year. We will identify the steps necessary to reduce the possibility of this type of claim.
WHY SHOULD YOU ATTEND?
HR professionals, risk managers, in-house counsel, business attorneys and business owners should attend this session to understand the components that make up a professional internal investigation process. This will include policy considerations, best practices and a discussion of the investigative roles played by the employee, the accused, the employer, the investigator and the manager.
AREA COVERED
- Steps to take to conduct a fair and bulletproof internal investigation
- Common mistakes and how to avoid them
- A timeline of responding to a complaint or incident
- How to train your supervisors and manager on actions to take and to avoid during and after an investigation
- Examples of investigations done right, and done wrong
LEARNING OBJECTIVES
- How to prepare for an investigation before one must be started
- Step by step process from the time of a complaint to the final resolution of the issue
- Best practices for training your supervisors to avoid a retaliation claim
- What to include in a final report
- What to tell the complaining employee after the investigation
WHO WILL BENEFIT?
- HR professionals
- HR Managers
- Directors of HR
- Business Managers
- HR Directors
- Small Business Owners
- Operations managers
- Risk managers
- In-house counsel
- Business attorneys
HR professionals, risk managers, in-house counsel, business attorneys and business owners should attend this session to understand the components that make up a professional internal investigation process. This will include policy considerations, best practices and a discussion of the investigative roles played by the employee, the accused, the employer, the investigator and the manager.
- Steps to take to conduct a fair and bulletproof internal investigation
- Common mistakes and how to avoid them
- A timeline of responding to a complaint or incident
- How to train your supervisors and manager on actions to take and to avoid during and after an investigation
- Examples of investigations done right, and done wrong
- How to prepare for an investigation before one must be started
- Step by step process from the time of a complaint to the final resolution of the issue
- Best practices for training your supervisors to avoid a retaliation claim
- What to include in a final report
- What to tell the complaining employee after the investigation
- HR professionals
- HR Managers
- Directors of HR
- Business Managers
- HR Directors
- Small Business Owners
- Operations managers
- Risk managers
- In-house counsel
- Business attorneys
Speaker Profile
Chad V. Sorenson
Chad Sorenson is the President and founder of Adaptive HR Solutions, LLC and has over 20 years of diverse business, communications and human resource experience.He works with companies that range from 5 to 1,200 employees and focuses on leadership development, manager training, employee performance management and employer compliance in industries such as healthcare, manufacturing, construction trades, and professional services organizations. Prior to founding Adaptive HR Solutions in 2008, Chad has been Vice President, Director and Manager of Human Resources for several companies in the Jacksonville area.He is certified as a SHRM-Senior Certified Professional and a Senior …
Upcoming Webinars
HIPAA Compliance in 2026 — Practical Strategies for Breach …
Launch Your Career: The Ultimate Guide for Emerging Profess…
Moving From an Operational Manager to a Strategic Leader
Discover how Emotional Intelligence turns AI from a technic…
Dealing With Difficult People: At Work & In Life
I-9 Audits: Strengthening Your Immigration Compliance Strat…
Empowering Conflict Resolution: Letting Go to Gain Control
The 60 Minutes Introduction to DAX
The 6 Most Common Problems in FDA Software Validation and V…
High-Impact Performance Management: Tools, Tactics & Coachi…
AI Across the Business: Practical Use Cases for Founders an…
Faster, Better Talent Acquisition: Leveraging AI & ChatGPT …
The Anti-Kickback Statute: Enforcement and Recent Updates
Do's and Don'ts of Giving Effective Feedback for Performanc…
Emotional Intelligence: Mastering the Emotions of Great Lea…
Copilot and HR: An Introduction for HR Professionals
Goal Mastery: From Resolutions to Results in 2026
Your AI Advantage: How HR Professionals Can Use Claude to S…
Human Error Reduction Techniques for Floor Supervisors
Validation of FDA-Regulated Medical Device and SaMD Product…
Human Factors Usability Studies Following ISO 62366 and FDA…
Managing Toxic & Other Employees Who Have Attitude Issues
I-9 Enforcement & Compliance: A 5-Step Plan for Employers t…
Major cGMP Issues: FDA Concerns in 2026
4-Hour Virtual Seminar on Transformational Leadership - The…
Understanding EBITDA – Definition, Formula & Calculation
DOL Reverses Course on Independent Contractor Rule for 2026…
Managing Toxic Employees: Strategies For Leaders To Effecti…
ChatGPT and Project Management: Leveraging AI for Project M…
Navigating HR Like A Pro: What Every Small Business & New H…
HPLC Analytical Method Development and Validation
Negotiating Skills For Professional Results - Winning Strat…
Managing Projects When AI Joins the Team: Human Judgment, A…
Excel Spreadsheets; Develop and Validate for 21 CFR Part 11…
Paying and Receiving Payments for Referrals: You Can Go to …
Ten Red Flags that Signal Financial Distress in Business Cu…
The Age-Inclusive Workplace: How to Lead and Work Across Ge…
Tattoos, hijabs, piercings, and pink hair: The challenges …
Fatal Errors Employers Make When Updating Employee Handbook…
AI Fundamentals for All Leaders and Managers: How to Work S…