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Conducting Effective Workplace Investigations

A “how-to” guide to investigating allegations of misconduct in the workplace

  • Product Number: 2240024P01
  • CLE Credits, earn up to:
    2 substantive credits, 0 ethics credits CLE Credit Note
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  • Product Description
  • Agenda & Materials
  • Faculty
  • Product Description

    Product Description

    When an employer receives a complaint of harassment, discrimination, retaliation, or other workplace misconduct, its next steps are critical. Is an investigation warranted, and if so, what should it look like? The faculty discuss the benefits of prompt, thorough, and impartial assessments of workplace complaints, including a step-by-step review of sound investigation practices. Learn about circumstances when an outside investigation may be needed, how to map an appropriate investigation plan, and what common mistakes to avoid in the process.

  • Agenda

    Agenda & Materials

    • 12:00 - 12:05 pm

      Welcome and Introduction

      on demand video Add to Cart
      Panel
    • 12:05 - 12:15 pm

      Legal Framework: What Case Law Tells Us About the Impact of Good (and Not-So-Good) Investigation Practices

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      ,
      ,
    • 12:15 - 1:15 pm

      Elements of a Sound Investigation, Step-by-Step

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      • When/Whether to Investigate
      • Potential Interim Measures Pending Investigation
      • Choosing an Investigator
      • Scope of Invesitgation
      • Investigation Plan
      • Collecting Documents and Data
      • Conducting Witness Interviews
      • Making Findings
      • Reports, Oral and Written
      • Practical Tips for an Organized Investigation
      Panel
    • 1:15 - 1:30 pm

      Confidentiality, Privilege, and Other Common Investigation Considerations

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      ,
      ,
      Amy E. Serino, Esq., Serino Law LLC , Andover
    • 1:30 - 1:45 pm

      Safeguarding the Rights of Complainants, Respondents, and Witnesses

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      Jennifer Rudd O'Neil, Esq., Fidelity Investments , Boston
      ,
    • 1:45 - 2:00 pm

      "Ask the Experts" Q&A Session and Key Takeaways

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      Panel

    Please Note

    MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

  • Faculty

    Chair

    Amy E. Serino, Esq., Serino Law LLC, Andover

    Faculty

    Kavita M. Goyal, Esq., Rosen & Goyal, PC, Andover
    Gregory A. Manousos, Esq., Morgan, Brown & Joy LLP, Boston
    Jennifer Rudd O'Neil, Esq., Fidelity Investments, Boston
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