Expert Testimony.  I provide credible, thorough, and impartial expert testimony to help the trier of fact understand the evidence or determine the facts at issue regarding the adequacy of completed workplace investigations.  Relevant topics may include an investigation’s promptness, thoroughness, or impartiality; the adequacy of analysis underlying findings reached; credibility assessments; report writing; investigator bias; witness bias; interviewing techniques; and more.

Consultation.  I also consult with internal investigations teams concerning best practices in conducting workplace investigations.  Topics can include any and all stages of an investigation from start to finish.  Services can be provided concerning the adequacy of completed investigations, preparing for and executing current investigations, and preparing an individual or team to conduct future investigations. 

Qualifications

I bring the following knowledge, skill, experience, training, and education to bear as a workplace investigations expert:

Experience.  Over eight years of experience conducting external workplace investigations in the public and private sector involving harassment, discrimination, retaliation, bullying or abusive conduct, dishonest conduct, unethical or unprofessional conduct, fraud, misuse of company time, and other potential employer policy violations.   I have conducted approximately 85 investigations.

Investigations Training.  Association of Workplace Investigators (AWI) Certificate Holder (AWI-CH), 2017.  The AWI-CH reflects successful completion of AWI’s Training Institute.  AWI’s Training Institute provides training on core investigation skills, including interviewing, analysis, and report writing, and topics such as bias, investigation planning, investigation-related law, evidence, credibility factors and assessment, ethics, and post-investigation processes.  AWI is “recognized as the innovative leader in knowledge, standards, credentialing, and advocacy of impartial workplace investigations.”  For more information, visit awi.org.

Presentation and Training Experience.  I have presented on a range of investigations topics including report writing, credibility assessment, and reducing and eliminating the impact of investigator bias in the investigation process.  These presentations include: 

• Push It Over the Goal Line: Gathering and Weighing the Preponderance of the Evidence in Workplace Investigations, CALPELRA Annual Conference, co-presented with Susan Arduengo (Arduengo Investigations), November 2024.
• The Room Where It Happened: Investigating Complex Sexual Harassment Cases, Association of Workplace Investigators (AWI) Annual Conference, co-presented with Elena Acevedo (Intuit), Lindsay Ingham (Ingham Law Corp.), and Kym LeGolvan (LeGolvan Law), September 2024.
• From Blank Page to Masterpiece: How to Simplify (and Enjoy) the Report Writing Process, CALPELRA Annual Conference, November 2023.
• Investigations and Beyond: Issues Facing Investigators Today (and Tomorrow), co-presented for the California County Counsel Association’s Fall 2023 Employment Law Study Section with T. Jack Morse Jr. Esq. (Oppenheimer Investigations Group) and Diana L. Mendez, Chief Deputy County Counsel, Tulare, October 2023.
• AWI Investigations Virtual Basics Seminar – Report Writing Segment, co-presented with Abby Warren, Esq., (Partner, Robinson Cole), June 2023.
• Making the Tough Calls: Rendering Solid Factual Findings In Workplace Investigations When The Evidence Is Close, CALPELRA Annual Conference, presented with Carole Ross (Ross Employment Law) and Teresa Abad Levenfeld (Levenfeld Winter, LLP), November 2022.

Seminars and Trainings Completed.  I stay abreast of current topics in investigations by completing continuing legal education courses on investigation related topics.  Some of these courses include:

• All-In on AI: Diving Deep into the Consequences of an AI-Augmented Workplace Investigation Practice (2025)
• Navigating AI in Workplace Investigations: Opportunities and Best Practices (2024)
• AI and Ethics in the Spotlight (2024)
• AI In Workplace Investigations (2023)
• How Do You Handle Dueling Complaints of Bias?
• Navigating Bias, Cultural Competence and Microaggressions 
• Practical Tips When Interviewing a Child Witness 
• Workplace Investigations in K-12 Schools: It’s not Elementary
• Investigations in the Wild, Wild West 
• Report Writing Inside Out: Lessons from Internal and External Investigators 
• Conducting Neuro-Inclusive Investigations 
• Top Takeaways for Investigators from the EEOC’s New Guidance (2024)
• Boots on the Ground – A Practitioner’s Guide to Conducting Public Safety Investigations 
• Conducting Law Enforcement Administrative Investigations: Compliance and Pitfalls
• The Perils and Landmines of Municipal Investigations
• Defamation Claims Arising from Workplace Investigations: Understanding the Qualified Privilege 
• Bullying Investigations: Finding Our Way Without a Map 
• Crossing Borders: Unique Aspects of Investigations Involving Immigrants
• Updates from California: Cutting Edge Issues in Workplace Investigations
• Workplace Investigations: An Employment Law Legal Update

Education.  Juris Doctor, UC Law San Francisco (formerly UC Hastings College of the Law), 2016.  

• CALI Award: Legal Research and Writing, 2014.
• David. E. Snodgrass Intramural Competition: Best Oral Advocate, 2014.