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Navigating the Client Relationship: How External Investigators Provide Value for our Clients

Credit Available - See Credits tab below.

External Investigators |  Report Writing
Amy J Oppenheimer
1 Hour
Audio and Video
Original Program Date:
May 26, 2021
Never expires.


As external investigators we partner with our clients to provide a valuable service. This means navigating sticky situations and knowing when to be flexible and when not to be. To really provide value we need to understand the client’s needs, be able to assess if we are best suited to meet those needs, and determine which services we provide make the most sense. This webinar will focus on some of the choice points we have and how to make decisions about them 

Learning Objectives 

Participants will be able to: 

  1. Determine what services an external investigator can provide, including assessments, mediation, case evaluation and training, and which services may not make sense for an external. 
  2. Describe when to apply flexibility to the form of the report, including oral vs. verbal reports and full reports vs. executive summaries. 
  3. Explain when to do an investigation and when to do an assessment. 
  4. Determine when and how to make a referral. 

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.  

Cancellation Policy: If you must cancel your webinar registration and do so on or before Monday, May 24, your webinar registration fee will be refunded. To cancel your registration, email Julia Renner at There will be no refunds for cancellations received after Monday, May 24. 



California MCLEs: 1.0



Amy J Oppenheimer's Profile

Amy J Oppenheimer

Oppenheimer Investigations Group LLP

Amy Oppenheimer is the founding partner of Oppenheimer Investigations Group LLP, a California law firm that focuses on conducting impartial investigations. Amy also led the founding of the Association of Workplace Investigators (AWI) in 2009, helped develop the association’s curriculum and served as Chair of its Institute for several years. In addition to conducting investigations, Amy is a trainer, mediator, and coach. She is also a retired Administrative Law Judge for the State of California.