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Counseling Business Clients: Avoiding Pitfalls in Workplace Operations, Investigations, and Misconduct Claims

Master workplace investigation fundamentals: complaint systems, interview techniques, documentation practices, and building a compliance-driven organizational culture.

2025-06-18 13:00:00

Program Details

2025-06-18 13:00:00

2025-06-18 13:00:00

2h CLE Credits

Program Details

2025-06-18 13:00:00

Program Details

2025-06-18 13:00:00

Over 1,000+ webinars

2025-06-18 13:00:00

Course Overview

Conducting Effective Workplace Investigations

2025-06-18 13:00:00

Participants will learn to design complaint systems, select appropriate investigators, conduct credible interviews, and document findings defensibly. These skills enable organizations to respond to workplace concerns while building investigation-ready compliance cultures.

Format

CLE Credit

2h CLE Credits

Level

Intermediate

Length

2

Key topics that will be covered

01
Complaint Systems
Establish accessible reporting with multiple contacts and bypass options.
02
Investigator Selection
Choose internal or external investigators based on severity and neutrality.
03
Interview Techniques
Use open-ended questions, assess credibility, and document contemporaneously.
04
Documentation
Prepare reports assuming disclosure to courts or government agencies.
05
Proactive Culture
Move beyond reactive investigations to build psychological safety and curiosity.
06
Supervisor Training
Train supervisors to identify risks and recognize when to escalate.

Program schedule

clock 1:00 pm - 2:00 pm EST

Conducting an Effective Workplace Investigation

This session covers the complete investigative process from initial complaint through final report. Topics include establishing grievance systems, selecting appropriate investigators, interview preparation techniques, and documentation best practices that withstand legal scrutiny.

Jonathan Fraser LightJonathan Fraser Light
Shannon L. KellyShannon L. Kelly
clock 2:00 pm - 2:10 pm EST

Networking Break and Refreshments

A brief intermission allowing attendees to refresh and reflect on Session I material. Use this time to network with colleagues and prepare questions for the upcoming session.

Jonathan Fraser LightJonathan Fraser Light
Shannon L. KellyShannon L. Kelly
clock 2:10 pm - 3:10 pm EST

Compliance-Driven Culture and Organizational Readiness

This session shifts focus from reactive investigations to proactive organizational strategies that embed investigation-readiness into company culture. Attendees will learn to design preventative structures, establish trustworthy reporting mechanisms, and leverage investigation data for continuous improvement.

Jonathan Fraser LightJonathan Fraser Light
Shannon L. KellyShannon L. Kelly
Jonathan Fraser Light

Jonathan Fraser Light

LightGabler

Shannon L. Kelly

Shannon L. Kelly

GrayRobinson

Jonathan Fraser Light

Jonathan Fraser Light

LightGabler

Jonathan Fraser Light is a highly experienced workplace investigator, having led numerous sensitive and complex investigations involving harassment, discrimination, retaliation, and employee misconduct across a wide range of industries. Jonathan brings over 30 years of employment law expertise to his investigative work, ensuring that findings are both legally sound and practically actionable.

Shannon L. Kelly

Shannon L. Kelly

GrayRobinson

Shannon Kelly is a seasoned attorney with nearly two decades of experience providing strategic counsel to employers on labor and employment law matters. Shannon represents higher education institutions, offering comprehensive counsel on employment law claims when litigation is inevitable.

Jonathan Fraser Light

Jonathan Fraser Light

LightGabler

Jonathan Fraser Light is a highly experienced workplace investigator, having led numerous sensitive and complex investigations involving harassment, discrimination, retaliation, and employee misconduct across a wide range of industries. Jonathan brings over 30 years of employment law expertise to his investigative work, ensuring that findings are both legally sound and practically actionable.

Shannon L. Kelly

Shannon L. Kelly

GrayRobinson

Shannon Kelly is a seasoned attorney with nearly two decades of experience providing strategic counsel to employers on labor and employment law matters. Shannon represents higher education institutions, offering comprehensive counsel on employment law claims when litigation is inevitable.

Credits by state

AK2.0
AL2.0
AR2.0
AZ2.0
CA2.0
CO2.0
CT2.0
DC2.0
DE2.0
FL2.0
GA2.0
HI2.0
IA2.0
ID2.0
IL2.0
IN2.0
KS2.0
KY2.0
LA2.0
MA2.0
MD2.0
ME2.0
MI2.0
MN2.0
MO2.4
MS2.0
MT2.0
NC2.0
ND2.0
NE2.0
NH120.0
NJ2.5
NM2.0
NV2.0
NY2.0
OH2.0
OK2.5
OR2.0
PA2.0
RI2.0
SC2.0
SD2.0
TN2.0
TX2.0
UT2.0
VA2.0
VT2.0
WA2.0
WI2.0
WV2.5
WY2.0

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

10,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

MCLE Credits

Alabama
Pending
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Pending
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Approved
Georgia
Pending
Hawaii
Approved
Idaho
Pending
Illinois
Pending
Indiana
Pending
Iowa
Pending
Kansas
Pending
Kentucky
Pending
Louisiana
Pending
Maine
Pending
Maryland
No Required
Massachusetts
No Required
Michigan
No Required
Minnesota
Pending
Mississippi
Pending
Missouri
Approved
Montana
Pending
Nebraska
Pending
Nevada
Pending
New Hampshire
Approved
New Jersey
Approved
New Mexico
Pending
New York
Approved
North Carolina
Pending
North Dakota
Approved
Ohio
Approved
Oklahoma
Pending
Oregon
Pending
Pennsylvania
Pending
Rhode Island
Pending
South Carolina
Pending
South Dakota
No Required
Tennessee
Pending
Texas
Pending
Utah
Pending
Vermont
Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Pending
Wisconsin
Pending
Wyoming
Pending

Alabama

Requirements

The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

Formats

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs