May Breakfast Program: Top Ten Mistakes in Investigations: In Real Time and at Litigation
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When: May 16, 2018
8 am to 9:30 am
Where: Sharp Health Plan
8520 Tech Way | Meeting Room: MPR 124/125
San Diego, California  92123
United States
Contact: Emily Mullin
(866) 632-1492

Online registration is closed.
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When confronted with a workplace complaint, HR professionals tasked with conducting an investigation must be well-versed in practical ways to get to the truth, and must also recognize that there is a chance the investigation might one day be scrutinized if the matter turns into a legal claim. Join Patti Perez in this fast-paced, informative presentation that will cover ways in which workplace investigators can simultaneously conduct effective investigations and also be prepared to defend that investigation at trial, if necessary. Patti has conducted in excess of 1200 workplace investigations and has testified numerous times as an expert witness on whether an investigation was adequately conducted. She will use this experience to provide keen insight into these complex issues, and will provide real-world and practical solutions that you can implement right away.

Learning Objectives:

  1. Learn the top mistakes made by investigators on the ground, and find ways to avoid making those mistakes. 
  2. Learn about both big-picture issues related to workplace investigations (to approach them with a problem-solving mentality) as well as more granular steps on how to best conduct your work.
  3. Learn about the most common methods used by attorneys when investigations are attacked or defended at trial, to avoid making these mistakes.

This course has been approved for 1 hour SHRM and HRCI recertification credit.

 Presented by Patti Perez, VP of Workplace Strategy, Emtrain

Patti serves as VP of Workplace Strategy for Emtrain to help us in our mission to create healthier workplace cultures. This role helps her to leverage technology solutions to deliver engaging, informative and pragmatic content and also allows her to provide thought leadership on workplace training issues. 

She combines her experience as a licensed California attorney, a professionally certified HR executive, a specialist in the prevention and resolution of workplace drama, an expert witness in state and federal court, a state regulator and as an entrepreneur to create a revolutionary shift in the way we communicate and make decisions at work.

After working as an employment litigator:

  • She worked internationally on a judicial education project in Mexico and served as an HR executive.
  • In 2001, she founded Puente Consulting and made a significant professional pivot – moving into the role of workplace crisis manager. It was during this time that her clients dubbed her “the Workplace Wolf” (with a nod to the movie Pulp Fiction).
  • In 2015, Ogletree Deakins, an international employment law firm, acquired Puente and she worked as a shareholder at the firm’s San Diego office.
  • Two governors selected her to serve on two statewide regulatory entities – the California Fair Employment and Housing Commission (2008-2011) and the California Fair Employment and Housing Council (2013-2016).
  • A native Spanish speaker, she has not only worked in nearly all 50 states, she has also worked in Mexico, Puerto Rico, El Salvador, Chile and Peru.
  • A proud double-Bruin, she has a BA in English Literature from UCLA (1989), and a JD from the UCLA School of Law (1992).

This course is pending approval for 1 hour SHRM and HRCI recertification credit.


8:00-8:30 a.m. Registration

8:30-9:30 a.m. Presentation


Registration Pricing

  Earl Bird
(until May 15)
(after May 15)
Member $30 $40
Non-Member $35 $45
Student/Vet/In Transition $15 $25


                Thanks to our sponsor!




San Diego Society of Human Resource Management, Chapter 130
325 W. Washington Street #2355  |  San Diego, CA 92103  
(866) 632-1492 •
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