Part I - Tuesday, April 11, 2023                      Part II - Tuesday, April 18, 2023                    Part III - Tuesday, April 25, 2023      

All sessions begin promptly at 10:00 a.m., and conclude at 11:30 a.m.


This is an online event.



POOL/PACT HR Attendance Policy

Participants are expected to attend each session of a course in its entirety.  Those who miss more than 25% of the course will not be eligible to receive credit for attendance.  

Participants are expected to have their own workstation with a functioning camera that remains on during the entirety of each training session, have access to a microphone to engage in group activities, and participate in all activities.*  Failure to meet these expectations may disqualify participants from receiving a certificate of attendance and CEUs.

More Information

NOTE: A functioning microphone is non-negotiable.  If participant is not able to join the training via microphone within 15 minutes of the training start time, they will be removed from the session.     

*POOL/PACT Risk Management Grants may be available to defray costs of webcams and/or microphones for member-owned equipment for staff unable to attend this training if not for budget constraints.


Internal Investigation Workshop   Series - Virtual

Please join us for a three-part virtual workshop on conducting internal investigations presented by Joel Locke, Esq. of Allison MacKenzie, Ltd. 

This workshop will provide an in-depth, interactive, educational opportunity to ensure:

  • Complaints are properly received;
  • The rights of all involved parties are protected;
  • Complaints are fairly and impartially investigated; and
  • Investigation reports are clear and comprehensive.

Participants will work through a single case study from receipt of the complaint to issuance of the report over the course of three 90-minute sessions, as follow:

Part I: The Complaint (April 11, 2023): 

This session will cover:

  • Receiving the complaint;
  • Determining whether investigation should be conducted internally by staff or by a third-party investigator;
  • Identifying the potential policy violation(s) and appropriate respondents; and
  • Preparing a Notice of Investigation.

Part II: The Investigation (April 18, 2023)

This session will cover:

  • Preparing for and conducting the initial interviews of the complainant(s) and respondent(s);
  • Identifying additional witnesses that will offer first-hand knowledge of the facts of the allegation;
  • Dealing with issues of confidentiality and witness statements; and
  • Developing and practicing questioning techniques for the witnesses.

Part III: The Findings (April 25, 2023)

This session will cover:

  • Distilling all of the information and witness statements into a collection of undisputed material facts;
  • Identifying disputed material facts and the strength and reliability of any evidence supporting either side of those facts;
  • Applying the applicable facts to the alleged violations of each policy; and
  • Drafting a report with findings of Sustained/Not Sustained/Unfounded as to each allegation

Note: Participants must attend all three sessions.