Labor & Employment

Conducting Workplace Investigations With Care and Precision: Part II

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Upon Request 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
OnDemand
2 hours 54 minutes
Jonathan Farrell
Shawn Twing
Tyler Rasmussen
Matthew Schubert
With Jonathan D. Farrell from Meltzer, Lippe, Goldstein & Breitstone, LLP + 3 others
Recorded June 25, 2025.
Product ID 100450

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Overview

Actionable Tips for Drafting Comprehensive Investigative Reports, Communicating Findings, and More

Retaliation complaints, increased costs, and reputational damage - these are just a snapshot of the potential consequences associated with failing to conclude an investigation with thorough evidence and documentation for the final outcome. The good news, though, is this course will provide you with the insights you need to avoid these pitfalls. Join our accomplished faculty as they outline best practices for analyzing the results of a workplace investigation, communicating findings to stakeholders, and wrapping things up while ensuring legal compliance. Build your investigative skills - register today!

  • Analyze best practices for identifying, gathering, and preserving evidence.
  • Uncover practical guidance for drafting comprehensive investigative reports.
  • Discuss the legal essentials of conducting a disciplinary or termination meeting.
  • Find out how to address ethical issues that arise during workplace investigations.

Abbreviated Agenda

  1. What You Need to Know About Identifying, Collecting, and Preserving Evidence
  2. The Power of a Well-Structured Investigative Report: Key Elements and Drafting Tips
  3. Taking Action: Using Investigation Results to Guide Disciplinary Decisions
  4. Handling Ethical Dilemmas in Workplace Investigations

Related Topics

Product ID 100450

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Upon Request 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. What You Need to Know About Identifying, Collecting, and Preserving Evidence

  2. The Power of a Well-Structured Investigative Report: Key Elements and Drafting Tips

  3. Taking Action: Using Investigation Results to Guide Disciplinary Decisions

    1. Communicating Findings to Key Stakeholders for Informed Decision-Making
    2. Special Considerations for Developing Corrective Action Plans
    3. How to Conduct a Disciplinary or Termination Meeting
    4. Ensuring Compliance With Company-Authored Investigation Policies
    5. Follow-Up Actions to Take After Finishing the Investigation

  4. Handling Ethical Dilemmas in Workplace Investigations

    1. Balancing Transparency and Confidentiality
    2. Unique Ethical Issues That Arise When Investigating Senior Leadership
    3. Ethical Considerations in Investigative Report Writing
    4. Ethically Handling Witness Requests of Anonymity When Identity Is Vital
    5. Acting as an Investigator and Advisor to an Employer: Ethical Risks

Who Should Attend

This program is designed for attorneys. HR professionals, accountants, business owners, and paralegals may also benefit.

Speakers

Jonathan D Farrell
Jonathan D.
Farrell
Meltzer, Lippe, Goldstein & Breitstone, LLP
Shawn D Twing
Shawn D.
Twing
Shawn D. Twing, Attorney and Counselor at Law
Tyler T Rasmussen
Tyler T.
Rasmussen
Fisher & Phillips LLP
Matthew O Schubert
Matthew O.
Schubert
Frost Brown Todd LLP
Speaker bio
Jonathan D Farrell

Jonathan D. Farrell

Meltzer, Lippe, Goldstein & Breitstone, LLP
Jonathan Farrell

is a partner and co-chair of Meltzer, Lippe, Goldstein & Breitstone, LLP's labor and employment law practice group, and a member of the firm's employee benefits and litigation groups. He is counsel to manufacturing, service, commercial and management companies, professional practices, non-profit organizations, private educational institutions and insurance companies. Mr. Farrell regularly practices before the National Labor Relations Board, federal and state courts, and federal and state human rights' agencies. He counsels employers on a variety of labor and employment-related laws including the NLRA, OSHA, EEOC, ADA, FMLA and ERISA. Mr. Farrell also litigates in these areas. He earned his J.D. degree from Hofstra University's School of Law and his B.A. degree from Case Western Reserve University.

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Speaker bio
Shawn D Twing

Shawn D. Twing

Shawn D. Twing, Attorney and Counselor at Law
Shawn Twing

is a solo practitioner and general counsel for Infinite Health Services, LLC. His expertise lies in labor and employment law matters, business transactions and agency practice. Mr. Twing is also a writer and speaker on labor and employment issues, and hosts a labor and employment seminar annually at Wayland Baptist University. He represented Lubbock District Court Judge, Bradley Underwood in a civil action by a former court coordinator who alleged sexual harassment and retaliatory discharge. The resulting opinion of this case clarified legal standards regarding the statutory definition of "complaint" for purposes of the Labor Code's limitations provisions. He is a member of various professional organizations, including the State Bar of Texas, American Bar Association, as well as the College of the State Bar of Texas. Mr. Twing is admitted to practice in Texas, Oklahoma and Arkansas. He earned his undergraduate degree from West Texas State University and his J.D. degree, with honors, from the University of Arkansas in Fayetteville.

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Speaker bio
Tyler T Rasmussen

Tyler T. Rasmussen

Fisher & Phillips LLP
Tyler Rasmussen

is a partner in the Irvine, California office of Fisher & Phillips LLP. His litigation practice involves representing employers in various aspects of labor and employment law, including employment discrimination, harassment, and retaliation claims, wage and hour violations, trade secret protection, and various administrative proceedings. While in law school, Mr. Rasmussen participated in the Los Angeles Family Law Clinic and served as the managing editor of the Loyola International and Comparative Law Review. He is also the co-founder of the non-profit foundation "Heartbeats for Tom Rasmussen", which donates automatic external defibrillators to local schools and sports facilities and is active with Cystic Fibrosis Foundation. Mr. Rasmussen earned his B.A. degree from the University of California and his J.D. degree from the Loyola Law School.

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Speaker bio
Matthew O Schubert

Matthew O. Schubert

Frost Brown Todd LLP
Matthew Schubert

is an attorney with Frost Brown Todd LLP in the labor and employment practice group. He previously worked as a legal intern for the Missouri State Public Defender's System Children's Defense Team, as well as an extern for AB InBev and the Legal Services of Eastern Missouri. While in these roles he drafted motions to suppress statements and evidence, cross-examinations of witnesses, memorandums analyzing Missouri State legal issues, and provided guidance on several global labor and employment issues. Mr. Schubert also devised trial strategies and assessed potential counter arguments to attorney case theories. He graduated, cum laude, from Washington University School of Law in St. Louis, where he served as the career programming chair for the American Constitution Society and editor-in-chief for the Washington University Journal of Law and Policy. Mr. Schubert is admitted to practice in Ohio.

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