Turn workplace concerns into fair, thorough, and defensible investigations with a clear process for determining what happened and what comes next.

This interactive workshop walks participants through the investigation process from the initial complaint through findings and next steps. Using practical tools, proven techniques, and real-world scenarios, you’ll learn how to plan investigations, conduct effective interviews, evaluate evidence and credibility, and document findings.

Live Virtual Workshop
10:00 AM – 1 PM

3.0 CEUs

Who Should Attend

Human resources professionals, school business officials, managers, supervisors, classified leaders, and other California K–12 professionals responsible for receiving workplace concerns, conducting investigations, or making personnel decisions based on investigative findings.

What You Will Learn

Participants will learn how to:

• Recognize when a workplace concern requires an investigation
• Select an appropriate investigator and develop an effective investigation plan
• Identify the laws, policies, contracts, and district procedures that apply
• Conduct effective employee and witness interviews using open-ended questions
• Evaluate evidence and assess witness credibility objectively
• Analyze findings and determine appropriate next steps
• Avoid common investigative mistakes that create legal and organizational risk
• Use investigation tools and templates to improve consistency and defensibility

Featured Presenters

Cynthia Carillo, MBA – Director, Classified Human Resources

With more than 20 years of leadership experience in California public education, Cynthia Carrillo specializes in human resources, labor relations, and organizational effectiveness. A CASBO-certified CBO and State Director for the Tri-Counties Section, she brings a practical approach to developing legally compliant solutions for complex workplace issues.

Kristine Kwong – Senior Partner – Employment Law

Kristine Kwong advises public and private organizations, including K–12 school districts and other educational institutions, on employment law, workplace disputes, and preventative legal strategies. Her extensive experience with discrimination, harassment, retaliation, and other employment matters provides a legal perspective on conducting investigations that reduce risk and support sound personnel decisions.

Registration

Registration & Access

Early Bird Deadline: January 6, 2027
Cancellation Deadline: January 22, 2027
Registration Closes: January 29, 2027
Cancellation Fee: $45

Participants will receive a Zoom link upon registration and again in a reminder email approximately four business days before the workshop.