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Conducting a Thorough Workplace Investigation

  • May 16, 2018
  • 11:30 AM - 1:00 PM
  • Twisted Tuna, 4290 SE Salerno Rd, Stuart (772) 600-7239


Registration is closed

 Presented By:

Lotus K. Williams, SHRM-CP, PHR

HR Business Partner at CertiPay; Florida Supreme Court Certified County Mediator

Description of the Presentation:

Learn the “how to” if you have never had to conduct a formal investigation. Assess the vulnerability and mitigate the risk for an organization, while equipping the HR professional with the knowledge & tools to conduct an effective workplace investigation.

Key “take-aways” for the Presentation

The objective of the presentation is to assess the vulnerability and mitigate the risk for an organization, equipping the human resources professional and others with the knowledge and tools to conduct an effective, efficient and lawful workplace investigation.

Key points for a proactive approach to the following:

  • Setting the foundation to ensure strong policies, procedures, job descriptions and an Employee Handbook exist
  • Review of the legal obligation to investigate
  • Preliminary steps in preparing for a workplace investigation
  • Evidence gathering that is concrete, specific to the who, what, when, where, why and how
  • How to conduct effective interview(s)
  • Items to include for a well-written workplace investigation report:
o   Information
o   Scope and Timeline
o   Notes and evidence gathering
o   Interview summaries
o   Interview reports
o   Exhibit List
o   Conclusion(s)

More on our Speaker:

Lotus Williams is a certified Senior Human Resources Professional with more than twenty years of diversified and progressive private and public sector human resources experience.  Her expertise includes strategic planning and tactical implementation, legal compliance with employment laws, and managing and directing the overall human resources function.

Ms. Williams possesses a Bachelor of Science degree in Business Management, is a Florida Supreme Court Certified County Mediator, possess a 220 Property & Casualty Insurance license and holds both PHR and SHRM-CP Certifications.  Ms. Williams is also an active member of the: 1) Society for Human Resource Management (SHRM), 2) Human Resource Association of Palm Beach County (HRPBC), and 3) Florida Academy of Professional Mediators, Inc. (FAPM).

Our Sponsor:



1802 NE Jensen Beach Blvd.

Jensen Beach,  FL 34957

800.380.0667 24/7 line

Registration Fee:  $25/members & $30/non-members      

**  PLEASE NOTE:  There will be a $5.00 charge for not pre-registering for this event online.  In addition there will be an additional $5.00 charge for paying by credit card on the day of the event.** 

Deadline:  Monday, May 14, 2018


This program has been approved for 1 SHRM  and 1 HRCI credit.  For more information about certification or re-certification, please visit the SHRM.org or www.hrci.org

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