When an employer receives a complaint of harassment, discrimination, retaliation, or other workplace misconduct, its next steps are critical. Is an investigation warranted, and if so, what should it look like? The faculty discuss the benefits of prompt, thorough, and impartial assessments of workplace complaints, including a step-by-step review of sound investigation practices. Learn about circumstances when an outside investigation may be needed, how to map an appropriate investigation plan, and what common mistakes to avoid in the process.
Course Content
12:00 - 12:05 pmWelcome and Introduction
Panel
12:05 - 12:15 pm
Legal Framework: What Case Law Tells Us About the Impact of Good (and Not-So-Good) Investigation Practices
Kavita M. Goyal, Esq.,
Rosen & Goyal, PC, Andover
Gregory A. Manousos, Esq.,
Morgan, Brown & Joy LLP, Boston
12:15 - 1:15 pm
Elements of a Sound Investigation, Step-by-Step
When/Whether to InvestigatePotential Interim Measures Pending InvestigationChoosing an InvestigatorScope of InvesitgationInvestigation PlanCollecting Documents and DataConducting Witness InterviewsMaking FindingsReports, Oral and WrittenPractical Tips for an Organized Investigation
Panel
1:15 - 1:30 pm
Confidentiality, Privilege, and Other Common Investigation Considerations
Kavita M. Goyal, Esq.,
Rosen & Goyal, PC, Andover
Gregory A. Manousos, Esq.,
Morgan, Brown & Joy LLP, Boston
Amy E. Serino, Esq.,
Serino Law LLC, Andover
1:30 - 1:45 pm
Safeguarding the Rights of Complainants, Respondents, and Witnesses
Jennifer Rudd O'Neil, Esq.,
Fidelity Investments, Boston
Kavita M. Goyal, Esq.,
Rosen & Goyal, PC, Andover
1:45 - 2:00 pm
'Ask the Experts' Q&A Session and Key Takeaways
Panel
Please Note
This webcast is delivered completely online, underscoring their convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
Speakers
ChairAmy E. Serino, Esq.,
Serino Law LLC, Andover
Faculty
Kavita M. Goyal, Esq.,
Rosen & Goyal, PC, Andover
Gregory A. Manousos, Esq.,
Morgan, Brown & Joy LLP, Boston
Jennifer Rudd O'Neil, Esq.,
Fidelity Investments, Boston
