Foundations of Title IX Investigations: Training & Certification

Foundations of Title IX Investigations: Training & Certification

October 23 & 26, 2020 | Eastern Time

Approach your sexual harassment investigations with greater confidence.


Preparing for and conducting a thorough and impartial Title IX investigation requires a specific and unique toolkit, particularly considering the new Title IX Regulations issued by the Department of Education on May 6, 2020. During this two-day virtual conference, you will develop the foundational knowledge and skills to conduct a sexual harassment investigation effectively and with confidence.

With the guidance of your expert instructor, you will develop your toolkit by learning how to:

  • Clearly define and understand your role as the designated investigator
  • Approach investigations using a proven methodology that allows you to identify gaps in relevant information
  • Interview different types of witnesses using tailored interview tactics
  • Identify interview questions that will help you obtain missing information to move the investigation forward
  • Analyze the facts uncovered during your investigation to determine relevance and sufficiency

You will examine a mock investigation—complete with facts, sample testimonials, and policies—to help you understand and appreciate the complexities of a complaint, while you also interpret and apply your learning to your campus’ current investigative practices and policies. You will also receive a certificate of completion documenting your participation in this training.

Get $250 off when you attend our upcoming virtual training, The 5 Stages of Preparing Your Title IX Investigative Report, in addition to this virtual conference. Simply add both trainings to your cart to unlock the savings.


Is This Program Right for Me? 

This program will benefit new investigators or those with less than three years of professional experience investigating sexual harassment/gender-based discrimination cases. Individuals who have indirect involvement in investigations, such as Title IX Coordinators, Student Affairs leadership, or General Counsel will also benefit from this content.

Enroll in the most practical and focused foundational Title IX investigator workshop in higher education. This training will provide an excellent opportunity for your investigators to come together and learn with and from each other.


Limited Attendance

In order to ensure a high-quality learning experience, we have intentionally designed this Virtual Conference to have a limited number of total attendees. To ensure access from both paying participants and those who have an All-Inclusive membership, when the membership cap is reached, only paying participants can register after that point (while spaces are still available). If you have questions about whether this program is right for you, please contact us.

As the coronavirus pandemic unfolds nationally, it is so important to keep connecting and networking with your peers - at a “social distance” - and to keep learning and developing as higher-ed leaders and professionals. Don’t let social distancing and quarantines prevent you from setting aside time for professional development. Everything is changing so fast; more than ever, we need to be pooling our resources and knowledge and finding the best ways to develop our capacity, connect and share with each other, and move forward during a challenging time.

*A limited number of FREE member spots are open for each virtual conference. Sign up today.

The Academic Impressions Virtual Conference Experience

Our virtual conferences go far beyond just replicating PowerPoint presentations online: these new programs are intentionally designed to give you the kind of robust and dynamic learning experience you’ve come to expect from Academic Impressions. As higher education strives to adapt rapidly to the shifting crisis, connecting with your peers who are experiencing similar challenges can be the best use of your professional development time.

What you will get:

  • A dynamic, interactive, and high-touch virtual learning experience designed to engage and set you up for growth
  • Seamless online face-time, networking, group work, and Q&A opportunities from the comfort of your own workspace
  • Practical takeaways and hands-on knowledge
  • Unlimited access to all recorded online sessions
  • Access to an online conference hub — one-stop shop for presentation materials, attendee introductions, worksheets, supplemental reading, videos, and other resources

See What Our Attendees are Saying

"At first, I was skeptical that a virtual conference was capable of being both engaging and informational - but Academic Impressions has mastered it! The 3-day online event was structured in a creative way that all participants had multiple opportunities to interact with each other and the presenters. No one's questions went unheard or unanswered. Thank you for this great experience, it has changed my view of virtual conferences and I look forward to attending more in the future."

- Desiree Ford, Digital Communications Manager, Binghamton University

“The virtual conference has been amazing. The presenters have all been great and the information they’ve provided is going to help us better use our social media. Even though this conference had to be virtualized due to COVID-19, the online format has been set up in a way that we can all collaborate and share ideas. I’m very eager to take what I’ve learned back to campus and start implementing new ideas.”

- Chris Forde, Coordinator of Marketing & Public Information, Lincoln Trail College


Friday, October 23, 2020 (All Times Eastern)


Attendee Tech Check
11:00 – 11:30 a.m.
This session is optional but strongly encouraged for attendees to test their sound/video quality before the conference begins.



Welcome & Faculty Introductions
11:30 – 11:45 a.m.



Introduction to the Mock Complaint
11:45 a.m. – 12:15 p.m.
In this opening session, you will be introduced to a mock complaint and you will share out the first five steps that you feel are necessary to initiate your investigation. You will discuss your responses and compare them to our expert faculty’s recommendations.



Your Role as an Investigator
12:15 – 1:15 p.m.
Before you begin an investigation, it’s critical for you to understand your role as an investigator according to the 2020 Title IX final regulations and how you can work efficiently with the Title IX Coordinator. In this session, you will learn the do’s and don’ts of an investigator, what makes a stellar investigator, and a summary of the basic skills and expectations you must have to be successful in your role. You will also be introduced to the five general phases of completing an investigation.



Short Break
1:15 – 1:30 p.m.



Factual Analysis: Introduction to Policy Grids
1:30 – 2:30 p.m.
In this session, our expert faculty will walk you through the fundamentals of a factual analysis. You will learn how to use your own institution’s sexual harassment policy definitions when gathering the necessary facts, both relevant and sufficient. You will see a live demonstration of how to complete a policy grid.



Long Break
2:30 – 3:00 p.m.



Activity: Policy Grids in Small Groups
3:00 – 3:30 p.m.
In smaller working groups, you will practice completing a policy grid with members on your team or from similar types of institutions. You can share your own understanding and knowledge with members of your small group as you complete your assigned policy grid.



Factual Analysis: Value of Policy Grids & Large Group Discussion
3:30 – 4:15 p.m.
Following the exercise, as a large group, we will analyze and discuss any challenges you experienced when completing your policy grids in small groups. Our expert faculty will then highlight the fundamental value of using policy grids as part of your investigation process as well as how to utilize them appropriately when preparing for your investigation. Over the weekend, you can evaluate and rework your own policy grids based on the lessons learned from today’s session.



Day One Q&A
4:15 – 4:30 p.m.


Monday, October 26, 2020 (All Times Eastern)


Attendee Tech Check (optional)
11:15 – 11:30 a.m.



Refresh & Reset
11:30 a.m. – 12:00 p.m.
In this opening session, you will have the opportunity to share what lesson resonated the most with you from day one and/or what question remains for you regarding the policy grids.



Investigative Knowledge & Skills: Relevancy and Sufficiency
12:00 – 12:30 p.m.
As an investigator, it’s critical to know how to diagnose the facts, analyze investigation testimony, and determine if those facts are relevant and sufficient. In this session, you will learn the critical skills necessary to determine relevance.



Activity: Relevance & Sufficiency Exercise
12:30 – 1:00 p.m.
Using the mock complaint, you will identify the relevant and irrelevant facts from the case and discuss best practices to help you sort the facts.



Short Break
1:00 – 1:15 p.m.



Investigative Knowledge and Skills: Interviewing Witnesses
1:15 – 2:00 p.m.
Being an effective investigator means knowing how to build and sustain rapport and trust with each witness during your interviews. You’ll learn techniques for how to conduct an interview with different types of witnesses and can reflect on how to create a safe and agile interview environment.



Long Break
2:00 – 2:30 p.m.



Activity: Mock Witness Interview Analysis
2:30 – 3:15 p.m.
In this exercise, you will listen to a recording of a mock witness interview and apply your newfound knowledge of interviewing skills to identify how you might improve the interview process. You will share best practices for soliciting participation from a hostile and/or reluctant witness. Our instructor will also share some expert advice.



Investigative Reports & Recap of Five General Phases
3:15 – 4:15 p.m.
In this final session, you will learn about the different sections of a final investigative report that must be included in your document based on the 2020 Title IX regulations. Our expert faculty will recap the five general phases of an investigation, discuss strategies for identifying and resolving any defects in your interviews, and explain how to check facts for sufficiency.



Conference Wrap-Up and Final Q&A
4:15 – 4:30 p.m.


portrait of Bev Baligad

Bev Baligad

Director of Compliance/Title IX Coordinator, University of Hawaii – West O’ahu

Bev has been a member of the Michigan State Bar since 2004. She currently serves as the Director of Compliance/Title IX Coordinator at the University of Hawaii West Oahu campus. An alumna of UH Manoa and Western Michigan University Cooley Law School, she was previously employed at a mid-sized, urban public commuter college with 20,000+ students. Since 2005, she has worked in various areas in higher education, including but not limited to: Labor Relations, Executive leadership, Adjunct Faculty, Compliance and Title IX. She has extensive experience in the development and implementation of key compliance areas such as training, investigations, programming/awareness events, process reviews, and case management.

Read Speaker's Full Bio.



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through Oct 16, 2020

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Questions About the Event?

Portrait of Rabia Khan Harvey

Rabia Khan Harvey
Senior Program Manager, Academic Impressions

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*There are limited spots available for All-Inclusive Members to register for Virtual Conferences for free in 2020. Each virtual conference has a registration cap in order to ensure a high-quality learning experience, personalized attention, networking and interactivity. If the cap has been met, All-Inclusive Members can register with a $250 discount if space is available.

Academic Affairs, Advancement/Alumni Relations, Enrollment Management, and Student Affairs members will continue to receive $100 off conference registrations, if applicable. Upgrade your membership to qualify for a higher discount.

Please note the member discount is not applicable on conference binders or success coaching.