Name: 5 Steps for Maintaining Relevant (and Compliant) Company Policies
Start: 2025-05-22T18:00:00Z
End: 2025-05-22T18:01:00.000Z
Location: BrightTALK
Rating: 0

Case IQ offers an end-to-end compliance and case management solution that consolidates compliance monitoring, whistleblower solutions, third-party risk oversight, investigative case management and compliance approval and disclosures workflows.

Many organizations are pulling back on their Diversity, Equity, and Inclusion (DEI) initiatives due to social and political pressure. Now is not the time to retreat - it’s time to evolve. DEI is not synonymous with affirmative action, nor is it a buzzword to be swept under the rug. It’s a strategic tool for preventing harassment and discrimination, creating psychologically safe workplaces, and reducing costly investigations.

Join Catherine Mattice, Founder & CEO of Civility Partners and author of the upcoming book, Navigating a Toxic Workplace For Dummies (Wiley), in unpacking the myths and misinformation driving the “rollback” of DEI, exploring the very real risks of abandoning these programs, and examining how DEI initiatives can minimize behaviors that result in investigations and management of complaints. All of which ultimately drive healthier workplace cultures.

Bonus: Catherine will be giving away a copy of her new book to one lucky webinar attendee!

DEI Is Not Dead: Why Pulling Back Is a Risk You Can’t Afford

Managing your cases and investigations efficiently is crucial, especially when dealing with large volumes of data as your organization scales. Bulk updates empower users to make changes to multiple cases simultaneously, saving time and reducing manual effort.

Here’s why bulk updates are a game-changer:
-Save Time & Effort: Instead of updating cases - or other record types - one by one, bulk updates allow user to apply updates in bulk. This is a shift from a manual 1 to 1 (1:1) update Model to a 1 to Many (1:M) automated model.
-Ensure Consistency: Standardize case details such as statuses, priorities, or custom fields across multiple cases to maintain accuracy.
-Improve Productivity: Spend less time on repetitive updates and more time on high-value tasks like case analysis and resolution.
-Reduce Errors: Minimize the risk of manual data entry mistakes by updating multiple cases in a controlled, systematic way.
-Enhance Reporting & Compliance: Keep data up to date for more accurate reporting and compliance tracking.

Whether you need to update case statuses, assign cases to different team members, or modify custom fields, bulk updates streamline the process and improve overall efficiency. Join us to learn how Case IQ's new Data Transfer Manager will help you do all that and more.

How Bulk Updates Maximize Your Case Management Efficiency

Fostering an environment where employees feel safe to share ideas, take risks, and voice concerns can drive innovation, adaptability, and long-term success. In this webinar, Debra Sabatini Hennelly, Founder & President of Resiliti, will explore leadership strategies for cultivating trust, open communication, and inclusive decision-making, as well as practical approaches to integrating psychological safety into your organization's culture to navigate uncertainty and sustain high performance. Join us for an insightful discussion on how organizations can enhance resilience by making psychological safety a strategic priority. 

Viewers will gain perspectives on:
-Influencing leaders to take accountability for creating a culture of integrity and candor ("speaking up”)
-Heightening awareness of the multiple benefits of a psychologically safe workplace environment
-Becoming a strategic partner to remove barriers, promote courage and clarity, and drive culture change

How to Improve Your Organization's Resilience by Prioritizing Psychological Safety

Whistleblower “hotlines” that allow for anonymous reporting are increasingly used by organizations as tools to uncover unethical—or even illegal—activities. What are the benefits of offering anonymous reporting? What are the potential pitfalls?  

Join our panel of experts as they discuss the pros and cons of anonymous complaints on your organization’s complaints reporting platform or hotline.

After watching this webinar, you will receive a viewing certificate directly from BrightTalk. To receive continuing education credits, please enter the following information with your professional organization:
-SHRM credit: 1 PDC, Activity ID: 26-5CTPZ, Provider: Ryley Learning LTD., Course name: Managing Anonymous Complaints of Workplace Misconduct
-HRPA credit: 1CPD hour, CPD Number 312900, Provider: Ryley Learning LTD., Activity name: Whistleblower Hotlines: What are the Pros & Cons of Anonymous Reporting For Your Organization?

Whistleblower Hotlines: What are the Pros & Cons of Anonymous Reporting For Your Organization?

Investigating and resolving an allegation correctly (in line with internal policies, external laws, and general ethics) strengthens and protects your organization. A proper, thorough investigation gives management needed information and a factual basis on which to make its decisions. 
 
Investigations are also part of a process that should be reported periodically to your stakeholders. Demonstrating progress, trends, evolution, and emerging issues through aggregate hotline data and investigation results will highlight your contribution to the organization and the ROI your function brings.
 
In this session, Meric Bloch, Principal at Winter Investigations, will explain the various types of case data that you can use in quarterly and periodic reporting.  These reports will help your work to become integrated into the larger organization and show your willingness to collaborate with other teams.

This webinar covers the following key topics:

• Identifying which categories of case data to analyze
• How interpret data trends to give insights and not just observations
• Ways to anticipate possible questions from your readers/stakeholders and have your responses ready
• Describing key investigations to identify significant issues and corresponding corrective steps and recommendations

Showcase Your Value with Case Data: A How-To for Investigators

In January 2025, Case IQ acquired Lextegrity, compliance analytics and automation software company. This acquisition marks a new era in compliance management, delivering a unified, end-to-end solution for organizations to effectively address the growing complexities of fraud, corruption, sanctions, kickbacks, and conflicts of interest.

In this session with Andy Miller, co-founder of Lextegrity and SVP, Analytics & AI at Case IQ, you'll learn about Case IQ's new combined offerings that will help you manage and prevent compliance risk both proactively and after violations occur.

The webinar agenda is as follows:
-About Lextegrity
-Why Case IQ acquired Lextegrity
-Addressing compliance program gaps
-Product overviews
-A customer story
-Audience Q&A

End-to-End Compliance: How to Proactively Reduce Risk with Case IQ and Lextegrity's Combined Solution

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

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

GE Vernova, the electrical generation equipment and services business spun off from General Electric in April 2024, faced a critical challenge: transitioning from an aging, in-house case management system to a more modern and robust solution. Ryan Dale, Global Deputy Ombuds Leader, and Michelle Ginart, Global Ombuds Leader, led the search for a platform that could better support their integrity and open reporting programs. Their journey culminated in adopting Case IQ, which transformed how they handled reporting, investigations, and analytics. Here's how they now use the platform to promote a speak up culture.

How GE Vernova Improved Its Speak Up Culture 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, 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

Outdated policies can cost organizations in many ways: fines and penalties, security risks, operational inefficiencies, and eroded employee trust. All of these have impact on the bottom-line. 

Keeping company policies current to prevent increased risks doesn’t have to be difficult. But organizations need to have a plan in place. In this webinar, we’ll talk about the steps for maintaining company policies and how they can be seamlessly integrated into your ongoing planning process. 

In this webinar with Sharlyn Lauby, viewers will learn:
-How outdated policies can cost your organization
-A step-by-step process to reviewing and updating internal policies
-Ways to get buy-in from executives for policy changes

5 Steps for Maintaining Relevant (and Compliant) Company Policies

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5 Steps for Maintaining Relevant (and Compliant) Company Policies

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