How to conduct a legally defensible workplace investigation
October 14, 10:00 am - 11:00 am PDT
| Free
Webinar: How to conduct a legally defensible workplace investigation (And avoid costly mistakes)
When complaints arise, the clock begins ticking. This engaging session will guide leaders and HR professionals through a straightforward, step-by-step process for conducting workplace investigations that are fair, comprehensive, and legally sound. We will discuss what actions to take, what to document, and common pitfalls that can derail investigations. Additionally, we will discuss the potential risks associated with mishandling investigations, including lawsuits, regulatory issues, damage to reputation, and hidden costs that can escalate rapidly.
Learning objectives:
- Spot when an investigation is required, and triage complaints by risk level.
- Set up an investigation plan: scope, issues list, witness map, and timeline.
- Apply sound interviewing techniques and credibility assessments without bias.
- Preserve evidence and maintain confidentiality the right way.
- Create clean, defensible documentation and a findings memo that stands up to scrutiny.
- Close the loop: communicate outcomes, implement remedies, and protect against retaliation.
- Identify the biggest legal and operational pitfalls, and how to avoid them.
HRCI: 1 Credit – The use of this official seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
SHRM: 1 Credit – Trupp HR is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP®. This program is valid for 1 PDCs for the SHRM-CP® or SHRM-SCP®. For more information about certification or recertification, please visit www.shrmcertification.org.
Presenters:
Audra Hedberg (She/Her), PHR, PHRca, SHRM-SCP, 
Vice President of Compliance and Consulting
Audra Hedberg has over 20 years of experience helping HR leaders navigate workplace challenges. She designs practical HR strategies balancing compliance, risk, and business goals. Known for her straightforward approach, Audra translates complex issues into actionable guidance for HR professionals across various initiatives.
Contact: audra.hedberg@trupphr.com | 503.828.0255 x112
Derek Tracy (He/Him), MBA, MS, SPHR, SHRM-SCP, Associate VP of People Strategies
Derek leads the HR Services team, providing HR Outsourcing to clients. A US Army veteran and former CHRO, he holds master’s degrees in Organizational Leadership and Business Administration from Quinnipiac University. His passion is helping clients improve business outcomes through innovative leadership and HR strategies.
Contact: derek.tracy@trupphr.com | 503.828.0255 x102