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On Demand

Bullying Allegations: A 60-Minute Speed Investigation


Credit Available - See Credits tab below.

Categories:
External Investigators |  Internal Investigators |  Interviewing |  Advanced |  Report Writing
Faculty:
Nina Baumler |  Keith Rohman
Duration:
1 Hour and 15 Minutes
Format:
Audio and Video
Original Program Date:
Nov 21, 2024
License:
Never Expires.



Description

Session Description: 

Complaints about abusive conduct in the workplace are increasing and internal and external investigators are being called upon to sort through them.  Even though many employers don’t have a bullying policy, they still want us, as the investigators, to make findings!  It is a conundrum: how do you conduct an investigation, identify and analyze the relevant evidence, and make findings, when there is no clear policy to guide you?

This novel training will take you through a 60-minute “speed” investigation of a bullying complaint.  Starting with a review of the allegations in a written complaint, the training will include mini-mock interviews of the Complainant and Respondent, an examination of other relevant evidence, a discussion of the investigation’s scope, the application of a sample policy to the sustained facts, and, ultimately, the drafting of findings.

Sounds impossible in 60 minutes?  Perhaps, but our informative discussions will shed light on issues raised in these challenging investigations. This session aims to:

  • Address how to integrate the facts we gather during an investigation with the sometimes-limited policies we may have to work with. 
  • Discuss how to use common sense understandings of terms like “respect,” “courtesy” and “professionalism,” and to provide a framework for analyses. 
  • Balance the facts between appropriate supervision and conduct that crosses the line of professionalism.
  • Support attendees in learning how to make judgements when confronted with seemingly subjective complaints, like rudeness and shunning, by using more concrete evidence like number of incidents, the severity of conduct, and whether the conduct is simply the reasonable exercise of managerial/supervisorial duties.
  • Address difficult questions such as whether behavior must be intentional to be abusive conduct, or how to weigh negative reports with positive accounts about the same Respondent.

Presented with insight and humor by a private investigator and an attorney-investigator with deep experience in civil rights compliance and employment matters, the training will use real-world examples to address concerns of both internal and external investigators.

Disclaimer:

The contents of this webinar and the positions taken are those of the presenter only, may be time-sensitive, and are not warranted, endorsed or otherwise recommended by AWI and are not intended to provide legal advice. 

Credits


SHRM

SHRM PDCs: 1.0


CA MCLE

California MCLEs: 1.0



Handouts

Speaker(s)

Nina Baumler's Profile

Nina Baumler

Public Interest Investigations, Inc


Nina Baumler, AWI-CH brings two decades of experience as an employment attorney to her role as a full-time neutral workplace investigator. Originally from England, Nina has experience working with a wide range of clients, parties, and witnesses, having worked at a corporate firm in London; a non-profit in Oakland; and a plaintiff-side practice in Los Angeles.

In addition to conducting investigations into allegations of sexual harassment, discrimination, bullying and other types of misconduct for public and private employers, Nina also conducts Title IX investigations for universities, colleges, and K-12 districts. Nina is particularly adept at using trauma-informed interview techniques in her work.


Keith Rohman's Profile

Keith Rohman

Public Interest Investigations, Inc.


Keith Rohman, AWI-CH, is a recognized expert in civil and criminal workplace and Title IX investigations. Since founding Public Interest Investigations in 1984, Rohman has investigated hundreds of high-profile cases involving board members, staff, contractors, and other stakeholders facing allegations such as embezzlement, conflicts of interest, wage and hour issues, discrimination, wrongful termination, and other serious misconduct at public agencies and private sector employers. Rohman has also conducted investigations relating to the torture of prisoners at the Abu Ghraib prison in Iraq, and served as the federal monitor of a consent decree at the Orange County Prisons.

Rohman provides training on the various aspects of conducting workplace and Title IX investigations, including recent training to the California POST investigators. Rohman is a past president and active member of the Association of Workplace Investigators (AWI), an international association that promotes and enhances the quality of impartial workplace investigations for its 2,100+ members, and has been an Adjunct Professor of Law at Loyola Law School for over 20 years teaching fact investigation.