Top 10 Workplace Investigation Mistakes

w/ Employment Lawyer & Principal Author of AB 1825, Patti Perez

Webinar Overview

HR and other professionals are now expected to be experts at conducting investigations and resolving conflict in the workplace.

But with expanding legal requirements that provide increased mechanisms through which employees can lodge complaints, there’s room for costly mistakes.

Patti Perez, employment law veteran at Ogletree Deakins and principal author of the updated AB 1825 regulations, along with Janine Yancey, Emtrain’s President, will cover the top 10 workplace investigation mistakes and what you can do to prevent them.

During this 60 minute webinar, Patti and Janine will go over:

  • conflict resolution management and why it needs to be a top priority
  • how to develop an effective complaint mechanism
  • top investigation mistakes including failure to plan, lack of objectivity, and more

Patti and Janine will also be doing a live Q&A following the webinar. This webinar qualifies for HRCI and MCLE (CA) credit.

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Meet Patti Perez

Workplace Harassment Expert

Patti Perez is on a mission to transform workplace culture. She combines her experience as a licensed California attorney, a professionally-certified HR executive, a specialist in the prevention and resolution of workplace drama, an expert witness in state and federal court, a state regulator and as an entrepreneur to create a revolutionary shift in the way we communicate and make decisions at work.

Patti serves as VP of Workplace Strategy for Emtrain to help us in our mission to create healthier workplace cultures. This role helps her to leverage technology solutions to deliver engaging, informative and pragmatic content and also allows her to provide thought leadership on workplace training issues.

Experience and Education
After working as an employment litigator:

  • She worked internationally on a judicial education project in Mexico and served as an HR executive.
  • In 2001, she founded Puente Consulting and made a significant professional pivot – moving into the role of workplace crisis manager. It was during this time that her clients dubbed her “the Workplace Wolf” (with a nod to the movie Pulp Fiction).
  • In 2015, Ogletree Deakins, an international employment law firm, acquired Puente and she worked as a shareholder at the firm’s San Diego office.
  • Two governors selected her to serve on two statewide regulatory entities – the California Fair Employment and Housing Commission (2008-2011) and the California Fair Employment and Housing Council (2013-2016).
  • A native Spanish speaker, she has not only worked in nearly all 50 states, she has also worked in Mexico, Puerto Rico, El Salvador, Chile and Peru.
  • A proud double-Bruin, she has a BA in English Literature from UCLA (1989), and a JD from the UCLA School of Law (1992).

Webinar Details

Discover the top 10 mistakes employers make during workplace investigations and how you can prevent them. Patti and Janine will also give you actionable guidance and tools to help reduce conflict in the workplace and create processes for better investigations.

Certifications & Guides

This webinar has been certified for 1 hour of continuing education for HRCI and MCLE. For attending, you will also receive free tools you can use to manage your risk and create a respectful workplace.