Conducting Efficient and Effective HR Investigations

With business and legal risk looming, is more always better? Join us for the daylong, interactive workshops designed to help every HR professional – from the new to the most experienced – gain a fresh perspective on how to best conduct an efficient and effective HR investigation.


Jill Sopha

Jill Sopha

Jill Hamill Sopha is the owner and managing director of Sopha Mediation LLC. As a full-time employment attorney mediator, Jill combines her unique and unparalleled experience with her passion to help employers and employees find resolutions to workplace disputes and ... read more

Who Should Attend

  • New and experienced HR professionals who conduct investigations
  • Supervisors, compliance employees and other individuals who regularly conduct HR investigations
  • Trainers who teach investigation techniques to HR professionals and other employees

Benefits and Learning Outcomes

After attending this course, you are able to:

  • Identify when and how to conduct an HR investigation
  • Efficiently plan the investigation including identifying the investigation objectives
  • Effectively conduct the investigation
  • Properly close out and document the investigation

Course Outline/Topics


Morning Session

  • To investigate or not?
  • Strategically planning the investigation
  • Identifying “the right” investigation objectives
  • Identifying key documents and witnesses

Afternoon Session

  • Conducting the investigation
  • Preparing efficient and effective witness interviews
  • Creating effective documentation
  • Communicating the results

Closing the investigation


Students will be asked to come prepared to share one particularly complex or difficult investigation scenario (made generic for discussion; approximately 5 minutes)


"The program provided great tools for best practice in an investigation."  —  Shannon Rice, Wangard Partners, 2019

"I gained knowledge that is pertinent."  —  Ashley Morrow, 2019

All sessions are Face-to-Face unless otherwise noted.

Date: Thu, Apr 9, 2020

Time: 8:30am-4pm

Location: UWM School of Continuing Education

Instructor: Jill Sopha


$345 by Fri., Mar. 20, 2020.
$395 after Fri., Mar. 20, 2020.

CEUs: 0.7, PDCs: 7

Enrollment Limit: 25

Program Number: 5040-12522

Registration Deadline: Thu., Apr. 9, 2020

Register Now