Name: Case IQ v9.12 Roundup: AI Copilot Updates and More
Start: 2025-02-06T20:00:00Z
End: 2025-02-06T20:00:45.000Z
Location: BrightTALK
Rating: 0

Investigative case management software to resolve virtually any workplace incident and prevent future vulnerabilities.

Investigative interviewing trends come and go; one recent popular method is “trauma-informed interviewing.” What is this method? How does it help investigators gather information successfully while putting ethics first?  

In this session with Bruce Pitt-Payne, LSM, CPII, LPI (BC), viewers will learn about the concept of trauma-informed interviewing, clarify misconceptions surrounding the method, and receive guidance on how to incorporate its valuable elements into their interviewing toolkits. He will also discuss how this interviewing method promotes an ethical investigative process and overall culture.

After this webinar, viewers will be able to:
-Identify the goals of a trauma-informed interviewing approach
-Use the PEACE interview framework to identify parts of the interview process that are or can be trauma-informed
-Differentiate trauma-informed interviewing from other methods of investigative interviewing
-Identify when it's appropriate to use the trauma-informed interviewing approach
-Incorporate elements of trauma-informed interviewing into their interviewing process

How Trauma-Informed Interviewing Can Help You Conduct More Ethical Investigations

Case IQ recently conducted a benchmarking study to find out how we can improve case management efficiency and effectiveness and advance case management practices for our customers, and to provide benchmark metrics around investigation details such as case volumes, intake channels used, anonymity and substantiation rates, case outcomes, security investigation processes and resourcing, and the use of AI in security investigations.

In this webinar, Jolie Ricco, Product Operations Lead for Case IQ and Josh Stroud, Security Operations Manager for the North Carolina Education Lottery discuss the potential implications of these findings for case management processes, highlight the value of case management software in addressing each one, and explain how these insights can help shape organizational strategies.

This webinar will include:
-Context and methodology of the benchmarking study
-Security investigation findings
-Implications of these findings
-Audience Q&A

Case Management Benchmarking Study: Insights on Security Investigations

Within a specialized UN agency based in Rome, the Office of the Inspector General (OIG) serves as an independent oversight body. The OIG’s dual mandate includes financial audits and administrative investigations. Its primary objectives are to ensure that agency’s resources are used as intended, protected from fraud, and aligned with its mission. The OIG’s Investigation Branch plays a critical role in safeguarding organizational integrity.
As the OIG’s scope and responsibilities grew, so did its challenges. What began as a modest investigative function with a manageable caseload evolved into a robust operation tackling increasingly complex issues.
There were a number of challenges that emerged early on as the investigation team got going. First and foremost, the team faced an exponential growth in caseload. Another challenge that the investigation team faced early on related to the rising complexity of the cases that staff reported. The last challenge that emerged centred around reporting and analytics. The team recognized that a modern case management system was essential to stay ahead of these growing demands.
In this video, viewers will learn how the OIG addressed these challenges using Case IQ's modern case management software and the positive outcomes they've experienced since making the switch.

How a UN OIG Modernized Its Case Management with Case IQ

Investigating a workplace incident or complaint is important to protecting employees and your organization. But if you don't work to prevent retaliation against a reporter, you're allowing another, potentially more damaging, issue to slip by.

In this session, Meric Bloch, Principal at Winter Investigations, explains values, fundamentals, procedural justice, and other standards to ensure that a workplace investigation is conducted ethically.  He'll discuss how an investigator can minimize the risks of a retaliation claim, how to assess a retaliation claim, the relevant areas of inquiry to investigate the claim, and identifying perception of retaliation claims.

This webinar covers the following key topics:
• The components of an ethical investigation
• The elements of procedural justice that exist in an ethical investigation
• The duties of an investigator when conducting an ethical investigation
• The entitlements and responsibilities of both the employee under investigation, as well as the employee who made the complaint regarding actual or suspected misconduct

After watching this session, attendees should be able to understand:
• Ethical components of an investigation
• Elements of procedural justice
• Each of an investigator’s duties when conducting a workplace investigation.
• Entitlements and responsibilities of both the employee under investigation, as well as the employee who made the complaint regarding actual or suspected misconduct

This webinar is episode three of Meric Bloch’s Investigations Best Practices series with Case IQ. Check out the series page to watch the other sessions, too!

Investigations Best Practices Episode 3: The Truth About Retaliation

In today's divided landscape, supporting students' mental well-being and promoting anti-racism and anti-hate on campus is essential. Providing students with a safe, inclusive living and learning environment should be top priorities for colleges and universities. Schools should also establish an easy-to-use reporting hotline and an efficient investigative process for handling harassment and discrimination claims.

In this roundtable, representatives from various universities, as well as Ryley Learning (a DEI training provider) will discuss how higher education institutions can promote diversity, equity, and inclusion on campus, protecting both students and the school.

Discussion topics will include how to: 

-Advance anti-racism and anti-hate on campus
-Protect students' mental health
-Encourage students to speak up about DEI injustices
-Efficiently and effectively investigate incidents
-Prioritize DEI initiatives in 2025

DEI in Higher Education: How to Support Students and Conduct Investigations in 2025

Interviews can be one of the toughest tasks for an investigator, especially when you are questioning the employee who's been accused of wrongdoing. You need to make sure they're worth your time, so you want to gather as much useful information as possible, but you also need to avoid biases and coercive interviewing tactics.

In this module, Meric Bloch, Principal at Winter Investigations, will focus on the techniques needed for interviewing the employee under investigation, how to obtain admissions of improper conduct, and what to do when you don’t obtain an admission.

This webinar will cover the following key topics:
• The psychology of employee wrongdoing and how this is rationalized
• How to encourage an employee to admit improper conduct by developing a theme to place the wrongdoing in context
• Techniques to focus on the elements of the policy violation rather than seeking a confession during an interview

After watching this webinar, attendees will be able to:
• Identify the ways an employee rationalizes their misconduct so that they are comfortable with improper conduct
• Understand why empathy and understanding are effective ways to obtain admissions of improper conduct, and that accusatory questions do not achieve the desired results
• Consider what information they need to gather from the interview to prove or disprove the misconduct so that employee interviews are focused and efficient

This webinar is episode two of Meric Bloch’s Investigations Best Practices series with Case IQ. Check out the series page to register for and watch for the other sessions, too!

Investigations Best Practices Episode 2: Interviewing the Implicated Employee

From time to time, an employer will need to investigate—formally or informally—concerns about an employee’s workplace behavior. If your organization has a hotline and other reporting channels to give employees a way to speak up, this is only half of the equation. The other half is thoroughly addressing—and when necessary, fully investigating—allegations once they have been reported.

Investigating and resolving an allegation correctly strengthens and protects your organization. A proper investigation gives management needed information and a factual basis on which to make its decisions. It also reinforces both the fairness of the employee discipline process and your commitment to learning about employee concerns.

The objectives and scope of investigations vary widely, but its overriding purpose is always to find out the relevant facts.  Each investigation may be unique and handled differently, following standard techniques can help you investigate in a fair, transparent, and consistent manner. 

This webinar with Meric Bloch, Principal at Winter Investigations, discusses the techniques necessary for a successful intake discussion with the employee who makes a complaint about actual or possible misconduct. In this session, viewers will learn about key topics including:
• The role of the employee complaint in a workplace investigation.
• The steps needed to gather additional information from the complainant.
• The listening techniques an investigator needs when interviewing the complainant.
• The additional topics to discuss with the complainant to ensure you have fully understood their concerns.
• The common errors investigators make when trying to learn more about the complaint.


This webinar is episode one of Meric Bloch’s Investigations Best Practices series with Case IQ. Check out the series page to register for the other sessions, too!

Investigations Best Practices Episode 1: Unpacking and Understanding Employee Complaints

This year’s upcoming U.S. election is arguably one of the most emotional and divisive presidential races of our time. Add in the world’s various conflicts, and your workforce is at a higher risk of engaging in conflict due to the strong emotions many are feeling these days. While you can’t necessarily stop people from sharing their opinions, you can create a culture that facilitates respectful conversations. You can also provide them with tools to step in where needed if things get heated. 
 
Join Catherine Mattice, Founder & CEO of Civility Partners, to learn how to manage employee behavior, diffuse incivility during these politically charged times, and create an environment where employees feel safe to speak up. We’ll also cover how managers can foster a psychologically safe workplace, empowering everyone to stand up against incivility.

How to Protect Employees and Promote Speaking Up During an Election

Join us as we talk with leaders in the Equity & Inclusion Office at one of Canada's largest universities, as they share the journey they went on to build a better approach to incident reporting, resolution, and analytics. Learn how McMaster University's Patricia Suleiman and Lenore Lukasik-Foss were able to rally internal support to implement an enterprise-grade case management system, how they made their selection, what was involved in setting it up, and the outcomes they are now seeing as a result.

Speakers:
Patricia Suleiman (she/her)
Senior Director, Human Rights & Accessibility
Equity & Inclusion Office
McMaster University

Lenore Lukasik-Foss (she/her)
Director, Sexual Violence Prevention and Response Office
Equity & Inclusion Office
McMaster University

How McMaster University Improved Incident Management with Case IQ

Case IQ recently conducted a benchmarking study to find out how we can improve case management efficiency and effectiveness and advance case management practices for our customers, and to provide benchmark metrics around investigation details such as case volumes, intake channels used, anonymity and substantiation rates, case outcomes, investigation processes and resourcing, and the use of AI in investigations.

In this webinar, you’ll learn key insights from the study about ethics and compliance investigations. Our speakers will discuss the potential implications of these findings for case management processes, highlight the value of case management software in addressing each one, and explain how these insights can help shape organizational strategies.

This webinar will include:
-Context and methodology of the benchmarking study
-E&C investigation findings
-Implications of these findings
-Audience Q&A

Case Management Benchmarking Study: Insights on Ethics and Compliance Investigations

Want to level up your investigation skills this summer? Join us as our friend and case management expert Meric Bloch shares key learnings from his new book In The Arena.

In each installment of this short and snappy 3-part series, Meric will focus on one of the most pressing concerns for each stage of your investigations program. Our final episode focuses on reporting and analytics.

Meric will share how to use historic investigations data to determine policy changes, training updates, and other corrective and preventive measures. He'll talk about being more than just an investigator, and becoming a strategic advisor to leadership.

This series is not what we think you should know. It’s based on real questions that Meric’s attendees have asked him in training sessions. If you want the practical perspective of a seasoned practitioner, with no philosophy or theory, this series is for you!

BONUS: 10 attendees will be chosen at random to receive a free copy of Meric’s

Episode 3 - Your Top Workplace Investigation Challenges - Reporting & Analytics

Want to level up your investigation skills this summer? Join us as our friend and case management expert Meric Bloch shares key learnings from his new book In The Arena.

In each installment of this short and snappy 3-part series, Meric will focus on one of the most pressing concerns for each stage of your investigations program.

This episode features :best practices in case Investigation management: how to investigate cases in a consistent, thorough, compliant, and timely manner, that also fits with your organizational values. 

Meric will share top tips and tricks for everything from evidence gathering, interview techniques, record keeping and how new technologies including AI can support a faster, more accurate case process. 

Come benefit from the accumulated knowledge of what Meric has learned as a coach, mentor, teacher, and investigator in his 20-plus years of case work.

BONUS: 10 attendees will be chosen at random to receive a free copy of Meric’s book!

Episode 2 - Answers to your Top Workplace Case Management Challenges

Want to level up your employee relations complaint management and  investigation skills this summer? Join us as our friend and case management expert Meric Bloch shares key learnings from his new book In The Arena.

In each installment of this short and snappy 3-part series, Meric will focus on one of the most pressing concerns for each stage of your investigations program.

This first episode will focus on employee complaints and whistleblowing. Meric will look at best practices for incident intake and triage, including how to efficiently and effectively prioritize incoming reports for investigation, or other resolution based on risk level and case type. 

He'll also touch on the latest learnings around how to build and grow and effective speak up culture, that benefits employees and organizations. 

This series is based on real questions that Meric’s clients and students have asked him in projects and training sessions over the years. If you want the practical perspective of a seasoned practitioner, with no philosophy or theory, this  is for you!

BONUS: 10 attendees will be chosen at random to receive a free copy of Meric’s book!

Episode 1: Answers to your Top Employee Complaint Challenges

In Case IQ’s newest release, we’re rolling out some innovative and helpful product features to improve your case management processes. This webinar will outline and demonstrate the top three new features of the release, including: 
-Pre-built templates to accelerate system setup for investigators 
-Translation Copilot that allows reporters and investigators to communicate with each other in their preferred language, enhancing reporter experience and building trust 
-AI-powered Summarization Copilot, which improves the accuracy, consistency, and efficiency of case summarizes across your organization 

Join us to see our newest features in action and learn how they can make your investigative processes more efficient and effective while reducing organizational risk.

Case IQ Features Update: AI-Powered Translations, Case Summarization & Templates

Case IQ recently conducted a benchmarking study to find out how we can improve case management efficiency and effectiveness and advance case management practices for our customers. 

In this webinar, you’ll learn key insights from the study about HR investigations. Our speakers will discuss the potential implications of these initial findings for case management processes, highlight the value of case management software in addressing each one, and explain how these insights can help shape organizational strategies. 

This webinar will include: 
-Context and methodology of the benchmarking study 
-Initial HR investigation findings 
-Implications of these findings 
-Audience Q&A

Case Management Benchmarking Study Sneak Peek: Insights on HR Investigations

In 2023, California Governor Newsom signed SB 553 into law, requiring employers to implement a workplace violence prevention plan, which includes annual workplace violence prevention training, by July 1, 2024.

Join Emtrain CEOJanine Yancey and Whistleblower Security Founder/Case IQ EVP Strategy Shannon Walker as they outlined how to comply by with SB 553 July 1st and answer frequently asked questions about the bill. 

Attendees will learn practical tips for both the workplace violence prevention plan, as well as the workplace violence training that is required annually as a component of the plan.

Workplace How-To: Complying With CA's New SB 553 Violence Prevention Plan

HR professionals never seem to have enough time. With increasing caseloads, it can be tough to find the resources needed to address each complaint and incident as thoroughly as it deserves. One of the most tedious, time-consuming tasks is writing a final report with all the case details and recommendations for next steps. That’s where an AI-powered copilot can help.

On May 15th at 2PM ET, join Gabriela Snobrova, Chief People Officer at CLEAResult, and Errol Apostolopoulos, SVP Product at Case IQ as they explore how AI can streamline each phase of an HR investigation, including timely and efficient case summarization.

Attendees will learn how using AI for investigations leads to:
-Increased accuracy and consistency in case summaries
-Reduction in manual effort and time savings
-Enhanced decision-making with better data synthesis

Why Your HR Team Needs GenAI-Powered Copilots to Streamline Investigations

Some new and exciting updates are coming to the Case IQ platform! In this session, you'll learn about the latest features and improvements from Case IQ's Director of Product, as well as see a live  demo of Phase 3 of our AI-powered Summarization Copilot. But it's not just about the features; you'll hear how each addition will make your investigations more efficient and effective so you can conduct your work with confidence.

Case IQ v9.12 Roundup: AI Copilot Updates and More

HR Technology

Investigations

Human Resources

Compliance

Ethics

Workplace Investigations

Compliance Technology

Happy employees make productive employees. HR managers are now finding that compensation and benefits alone cannot keep employees happy; they also need nurturing through proper training and development. Join the BrightTALK talent management community to learn how to engage and retain your best talent by providing them with the tools and rewards they need to enhance their performance and reach their potential.

Talent Management

Modern human resources professionals are charged with not only the recruitment of talent, but also retention, satisfaction and management. They also support the training, assessment and compensation aspects of employee management. Join this community to connect with thought leaders and learn about trends in benefits, compensation and talent management. Stay ahead of the curve to attract and retain top talent and strengthen organizational leadership and culture.

HR Strategy

Get powerful learning and development insights from influential experts. Connect with thought leaders and colleagues to get the most up-to-date knowledge in the field.

Learning and Development

Human resources is intrinsically linked to business success and requires a thoughtful balance of a variety of complex issues. The human resources community on BrightTALK is made up of thousands of professionals in human resources exchanging human resources best practices and advice. Watch hundreds of on-demand webinars for immediate information or participate in upcoming live webinars and have your questions answered by respected HR thought leaders.

Get powerful operations insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge on which systems and processes are driving operational efficiency, maximizing value and customer success.

Operations

In the business management community, commercial experts will be sharing webinars and videos on an array of subjects. From sales and marketing, to finance, productivity and growth, this content will help you stay up-to-date with the current economic environment and provide timely management insight to drive business growth.

Case IQ v9.12 Roundup: AI Copilot Updates and More

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