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LBRL 0003 - Conducting Efficient and Effective HR Investigations

1031438
Instruction Methods Live Online
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Course Description

With business and legal risk looming, is more always better? Join us for this daylong, interactive workshop 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.

This course is preapproved by the Society for Human Resource Management for seven Professional Development Credits (PDCs) toward the SHRM-CP or SHRM-SCP.

Course Outline/Topics

Agenda

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

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
  • Document investigations properly

Notes

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

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

Testimonials

"Outstanding course; thank you so much! I loved how organized it was, the case studies were great and felt real, and the information was very
useful!"
-Participant, 2022

"The best part of this program was learning new techniques to investigate in effective ways. Asking questions to find deeper answers to the who, what, where, when and whys will be very helpful for me in the future. I got a lot out of class participation and hearing real-life scenarios from my classmates."
-Participant, 2019

Instructors

  • Jill Sopha

Partners & Professional Credits

  • Society for Human Resource Management 7.0 PDCs

Applies Towards the Following Credentials

  • Labor Relations Certificate : Elective
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LBRL 0003 - 260409V

Expand or collapse LBRL 0003 - 260409V
Apr 09, 2026
Live Online
Available
$595.00
Section Title
Conducting Efficient and Effective HR Investigations
Type
In-Person
Days
Th
Time
8:30AM to 4:00PM
Dates
Apr 09, 2026
Schedule and Location
View Details
Contact Hours
7.0
Location
  • Online (Central Time)
Instruction Method Options
Live Online  
Course Fee(s)
Registration $595.00
CEUs
0.7 CEUs
Cancel Request Deadline
Mar 26, 2026
Transfer Request Deadline
Mar 10, 2026
Instructors
  • Jill Sopha
Partners & Professional Credits
  • Society for Human Resource Management
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University of Wisconsin - Milwaukee, School of Continuing Education

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sceinfo@uwm.edu

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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 litigation through mediation.

Jill has more than 20 years of experience practicing as an employment attorney. She has crafted resolutions to hundreds of employment disputes ranging from informal complaints to administrative charges and state and federal litigation, and covering a broad array of employment and employment-related areas.

For disputes covered by the American Arbitration Association (AAA) mediations, Jill is on the panel of AAA-approved employment mediators.

In addition to her mediation practice, Jill is an adjunct professor at Marquette Law School, where she teaches law students how to effectively advocate for their clients in a three-credit “Mediation Advocacy” workshop.

Jill is a frequent speaker on topics involving mediation and employment law, with a particular focus on avoiding and resolving workplace conflict and litigation.

Prior to opening Sopha Mediation LLC, Jill spent the past 15 years in progressive legal and HR leadership roles at Fortune 500 company Harley-Davidson, Inc. – most recently as chief counsel/human resources. At Harley-Davidson, Jill provided primary direction and guidance on all HR-related legal issues, developed and implemented a Global HR Compliance program, and led a team of HR professionals responsible for providing day-to-day HR support. Before her work at Harley-Davidson, Jill was an employment attorney at the law firms Reinhart Boerner Van Deuren S.C. in Madison, WI, and Neal, Gerber & Eisenberg LLP and Katten Muchin Rosenman LLP in Chicago, IL.

Jill is also a member of several professional organizations. In addition to being secretary/treasurer for the Labor and Employment section and a board member for Dispute Resolution of the Wisconsin Bar Association, Jill is co-chair of the Labor and Employment section of the Milwaukee Bar Association. Jill is also a member of:
• American Arbitration Association (AAA) Mediation Panel
• American Bar Association (Labor and Employment Law Section, Dispute Resolution Section)
• Eastern District of Wisconsin Bar Association (EDWBA)
• Association for Women Lawyers (AWL)
• Wisconsin Association of Mediators (WAM)
• Labor and Employment Relations Association (LERA)
• Society of Human Resource Management (SHRM)

In the past two years, Jill has completed over 150 hours of mediation training, including 40-hour programs at the nationally renowned Strauss Institute for Dispute Resolution at Pepperdine’s University School of Law and at Chicago’s Center for Conflict Resolution (CCR).

In addition to her employment mediation work, in 2017, Jill applied for and was selected to be a mediator for Wisconsin’s Special Education Mediation System (WSEMS), where she helps parents and schools work together to resolve disputes about special education. As part of that application and selection process, Jill participated in an additional 40-hour mediation training program.

Jill has a Bachelor of Business Administration degree with distinction from the University of Wisconsin-Madison Business School (1993) and obtained her Juris Doctorate degree cum laude from the University of Wisconsin Law School (1996).

Society for Human Resource Management

LBRL 0003 - 260409V - Conducting Efficient and Effective HR Investigations

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Online (Central Time)

This is a real-time, scheduled class that you attend online (like on Zoom or Canvas) at the specific dates and times listed.

Live Online

Description
Synchronous instruction delivered virtually, requiring students to participate at specific dates and times. This can involve an entirely online group or students joining a live, in-person class remotely.

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CEUs

The continuing education unit (CEU) is a nationally recognized means to document participation in organized non-credit continuing education. One CEU is defined as 10 contact hours of participation in organized continuing education under qualified instruction. The CEU provides a vehicle for employers, professional groups, and licensing agencies to account for participation in non-credit seminars, workshops, and courses.

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 litigation through mediation.

Jill has more than 20 years of experience practicing as an employment attorney. She has crafted resolutions to hundreds of employment disputes ranging from informal complaints to administrative charges and state and federal litigation, and covering a broad array of employment and employment-related areas.

For disputes covered by the American Arbitration Association (AAA) mediations, Jill is on the panel of AAA-approved employment mediators.

In addition to her mediation practice, Jill is an adjunct professor at Marquette Law School, where she teaches law students how to effectively advocate for their clients in a three-credit “Mediation Advocacy” workshop.

Jill is a frequent speaker on topics involving mediation and employment law, with a particular focus on avoiding and resolving workplace conflict and litigation.

Prior to opening Sopha Mediation LLC, Jill spent the past 15 years in progressive legal and HR leadership roles at Fortune 500 company Harley-Davidson, Inc. – most recently as chief counsel/human resources. At Harley-Davidson, Jill provided primary direction and guidance on all HR-related legal issues, developed and implemented a Global HR Compliance program, and led a team of HR professionals responsible for providing day-to-day HR support. Before her work at Harley-Davidson, Jill was an employment attorney at the law firms Reinhart Boerner Van Deuren S.C. in Madison, WI, and Neal, Gerber & Eisenberg LLP and Katten Muchin Rosenman LLP in Chicago, IL.

Jill is also a member of several professional organizations. In addition to being secretary/treasurer for the Labor and Employment section and a board member for Dispute Resolution of the Wisconsin Bar Association, Jill is co-chair of the Labor and Employment section of the Milwaukee Bar Association. Jill is also a member of:
• American Arbitration Association (AAA) Mediation Panel
• American Bar Association (Labor and Employment Law Section, Dispute Resolution Section)
• Eastern District of Wisconsin Bar Association (EDWBA)
• Association for Women Lawyers (AWL)
• Wisconsin Association of Mediators (WAM)
• Labor and Employment Relations Association (LERA)
• Society of Human Resource Management (SHRM)

In the past two years, Jill has completed over 150 hours of mediation training, including 40-hour programs at the nationally renowned Strauss Institute for Dispute Resolution at Pepperdine’s University School of Law and at Chicago’s Center for Conflict Resolution (CCR).

In addition to her employment mediation work, in 2017, Jill applied for and was selected to be a mediator for Wisconsin’s Special Education Mediation System (WSEMS), where she helps parents and schools work together to resolve disputes about special education. As part of that application and selection process, Jill participated in an additional 40-hour mediation training program.

Jill has a Bachelor of Business Administration degree with distinction from the University of Wisconsin-Madison Business School (1993) and obtained her Juris Doctorate degree cum laude from the University of Wisconsin Law School (1996).

Society for Human Resource Management

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