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It happens. There is an incident at your companys office and an employee files a complaint about another employee. What you do next will have an impact on the outcome of the complaint, and if done wrong, can have a disastrous impact on your company.

This training will identify the steps necessary to ensure your internal investigation is conducted fairly, impartially and as professionally as possible. In addition, retaliation claims are consistently among the greatest number of EEOC charges filed each year. We will identify the steps necessary to reduce the possibility of this type of claim.
 


HR professionals, risk managers, in-house counsel, business attorneys and business owners should attend this session to understand the components that make up a professional internal investigation process. This will include policy considerations, best practices and a discussion of the investigative roles played by the employee, the accused, the employer, the investigator and the manager.


  • How to prepare for an investigation before one must be started
  • Step by step process from the time of a complaint to the final resolution of the issue
  • Best practices for training your supervisors to avoid a retaliation claim
  • What to include in a final report
  • What to tell the complaining employee after the investigation


  • Steps to take to conduct a fair and bulletproof internal investigation
  • Common mistakes and how to avoid them
  • A timeline of responding to a complaint or incident
  • How to train your supervisors and manager on actions to take and to avoid during and after an investigation
  • Examples of investigations done right, and done wrong


  • HR professionals
  • HR Managers
  • Directors of HR
  • Business Managers
  • HR Directors
  • Small Business Owners
  • Operations managers
  • Risk managers
  • In-house counsel
  • Business attorneys


Chad Sorenson is the President and founder of Adaptive HR Solutions, LLC and has over 20 years of diverse business, communications and human resource experience.

He works with companies that range from 5 to 1,200 employees and focuses on leadership development, manager training, employee performance management and employer compliance in industries such as healthcare, manufacturing, construction trades, and professional services organizations. Prior to founding Adaptive HR Solutions in 2008, Chad has been Vice President, Director and Manager of Human Resources for several companies in the Jacksonville area.

He is certified as a SHRM-Senior Certified Professional and a Senior Professional in Human Resources. Chad serves on the Executive Committee as the Treasurer for the HR Florida State Council, which has over 14,000 members statewide. He is also the Immediate Past President of SHRM Jacksonville having served as President for 2015 and 2016. Chad regularly speaks to other SHRM Chapters and business associations across the state on topics such as leadership development and employee engagement.

Chad is an Eagle Scout and a graduate of Morningside College in Sioux City, Iowa. The keys to his success are Devotion to God, Dedication to Family, Continuous Service, Lifetime Learning, and Always Remembering to Laugh. 

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