Foundations of Title IX Investigations: Institute and Certification

Foundations of Title IX Investigations: Institute and Certification


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Participate in a mock investigation to confidently approach campus sexual misconduct and harassment.

Join us for the most practically-focused Title IX investigator workshop in higher education. This two-day event focuses on developing the skills you need to approach Title IX complaints with confidence. Starting on day one, we will walk through a mock investigation to help you fully understand and appreciate the complex steps of an investigation. Through small-group workshop-style sessions, you will also better understand how to interpret and apply your own campus’ sexual harassment/gender discrimination policies.

With the help of our expert instructor, you will learn and practice how to:

  • Distinguish the roles of the Title IX Investigator versus Title IX Coordinator
  • Understand the purpose and value of a civil rights investigation
  • Review written complaints and identify possible policy violations
  • Approach investigations using a proven methodology
  • Interview witnesses using tailored interview tactics
  • Analyze the facts uncovered during your investigation and write a final investigation report

During this foundational course, the focus will be on preparing you to conduct a professional and thorough investigation. During each session, we will take time to ensure that you can apply your learnings to your current investigative practices and train others on your campus. You will also receive a certificate of completion documenting your participation in this Title IX investigator training.

SAVE $495 when you also add Title IX Hearing Panel Institute: Ensuring an Equitable Resolution Process to your cart.

A Note from our Program Manager

In light of the proposed federal changes issued by the U.S. Department of Education on how institutions may have to update their current sexual harassment investigations, this conference provides practical, hands-on training critical in preparing your investigators to translate legal requirements into actual practice. To help you keep up with the rapidly changing landscape, we have updated this year’s topics to include how to: create notification letters to commence an investigation, understand the difference between possible burden of proofs, and write an effective rationale in your final decision letter. Participants will have the opportunity to network and engage in conversations with one another regarding current practices and how future changes will impact the landscape of this important work.

 Rabia Khan Harvey, Senior Program Manager

Who Should Attend

This conference will benefit new investigators, or investigators with limited professional experience, working on sexual harassment/gender-based discrimination cases. Individuals who have indirect involvement with investigations such as Title IX Coordinators, Student Affairs Leadership, or General Counsel will also benefit from the content of this training.


Bring your team and save!

Save over 15% on registration when you register three or more colleagues.

Need more? Bring this training to your campus


Are you looking to certify a team of 10 or more in Title IX investigations or seeking out a customized learning track designed for your institution?

Let us come to you and facilitate an exclusive on-campus workshop. Immerse your team in a shared learning experience to get them on the same page and move everyone towards a common approach.

“It's very uncommon to use the word 'excited' in relation to Title IX, but after reviewing the agenda, I was just that. The sessions provided a great, comprehensive overview of how to run a Title IX investigation and report.”

Jenna Kelly, Associate Director for Student Life, Stetson University

See what previous attendees say about the event

“My experience has taken the fear out of doing Title IX work. Academic Impressions does an awesome job in researching curriculum and offering the information in a comprehensive course. No one is more expert and more engaging than Bev Baligad!”

Christine Thompson, Director, Student Compliance Student Title IX Coordinator, Lansing Community College

“I would absolutely recommend attending the Title IX investigator training with Bev Baligad. I feel very well prepared to begin my actual hands-on experience at my institution.”

Lesa Wagner, Assistant Director, Idaho State University, Twin Falls

“This was an excellent conference. The speaker and materials provided great take-aways that I will use. I feel it will help me take my reporting, writing, and investigating to the next level.”

Marcie Batschelett, Assistant Title IX Coordinator, Director of Faculty Grievances & Appeals, University of Phoenix


Your registration for the event includes full access to all conference sessions and materials, breakfast, lunch and the networking reception on Wednesday, breakfast and lunch on Thursday, as well as refreshments and snacks throughout the conference.

Day 1 | June 5, 2019

8:30 a.m. to 5:00 p.m.


Welcome, Introductions, and Case Study

We will begin by introducing you to a case-study scenario (complete with facts, sample testimonials, and policies) to help guide you through the investigative process throughout the conference.



Title IX and the Role of the Investigator

Participants will begin to understand the difference between the role of the investigator versus the role of the Title IX Coordinator on their respective campus.  Identifying what qualities and skills an investigator should have will be a critical component addressed during this session. Additionally, knowing how the investigator engages with the Coordinator during an informal or formal investigation will be discussed.  This session will ensure that you are using the most appropriate investigative model for your campus.



Fundamentals of a Civil Rights Investigation

It is critical for every institution to fully understand the differences between a criminal and civil rights investigation before investigators can be properly trained. We will thoroughly outline the differences between civil rights and criminal investigations, potential “investigative” issues, important considerations (e.g., policy driven, bias and stereotype, credibility, etc.), policy analysis, and standard of proof to help you develop a framework for your investigative practices.



Planning/Pre-Investigation/Strategizing the Investigation

Investigations must be thoroughly planned before they can be conducted properly. We will provide an overview of the planning process, including:

  •       What to look for when reviewing written complaints or available information
  •       Understanding the layout and location
  •       How to identify the potential type(s) of sexual misconduct
  •       Organizing information on the named witnesses, their roles, and the order of questioning
  •       Designing a plan to interview witnesses



The Investigation

We will address the specifics of the actual investigation, including:

  • Setting the right tone and being aware of verbal and nonverbal cues
  • Types of questioning (e.g., open vs. closed, knowing which questions to ask and which to avoid, etc.)
  • Note-taking techniques



Networking Reception


Day 2 | June 6, 2019

8:30 a.m. to 4:30 p.m.


Putting the Facts Together and Working Time

Apply what you’ve learned and complete an analysis of the facts for a formal investigative report. Our expert will train you on how to do a basic credibility assessment, policy analysis, and analyze the facts. We will then discuss how to write a final investigation report, including what sections to include and a brief discussion on difficult sections to write.



Refining Your Factual Analysis

Writing factual analyses in the final investigative report is an effective strategy for decision makers.  In this session, attendees will participate in activities to identify the undisputed and disputed facts from a mock investigation, in an impartial manner, to include in the report, such as:

  • Identifying and documenting the undisputed vs. disputed facts
  • Refining and organizing your factual analysis
  • Evaluating writing for personal bias
  • Identifying policies relevant to facts



Advancing Your Credibility Assessment

This session builds upon the introduction of credibility from day one of the institute.  Using a mock fact pattern, as well as additional facts, participants will assess information that relates to an interviewee’s credibility and practice writing an appropriate credibility assessment, including:

  • Very brief review of credibility
  • Quantity vs quality
  • Rule of 3
  • Credibility assessment (individual & group activities)



Wrap Up & Evaluations

June 5 - 6, 2019 | San Antonio

Conference Hotel Information

Hilton Palacio Del Rio
200 South Alamo
San Antonio, TX 78205

Room Rate: $189, plus applicable tax.

Room Block Dates: nights of June 4 and 5, 2019.

Rate Available Until: May 12, 2019.

Reserve Your Room: Call 210.222.1400 to make your reservations and indicate that you are with the Academic Impressions group to receive the group rate. Please book early - rooms are limited and subject to availability.


Title IX Expert Bev Baligad
Bev Baligad

Director of Compliance & Title IX Coordinator, University of Hawaii, West Oa’hu

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 (BA-English 1993) and Western Michigan University - Cooley Law School (J.D.- Litigation, 2003), she was previously employed at a mid-sized, urban public commuter college (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.

She has been a consultant and trained (in face-to-face and webinar formats) institutions across the nation in the areas of Title IX, Title IV, Behavior Intervention Team (BIT), VAWA/Campus SaVE /Clery Act, ADA/Section 504, FERPA, EDGAR Part 86, Student Conduct, Due Process, and First Amendment. She served as the Michigan State Coordinator (2009-2013) for the Association of Student Conduct Administrators (ASCA) and is a current member on the National Association of College and University Attorneys (NACUA) NACUA Notes Editorial Board, the Association of Title IX Administrators (ATIXA), Association of Threat Assessment Professionals (ATAP), Threat Team Oahu (TTO), Filipino Association of University Women (FAUW), and most recently, University Risk Management and Insurance Association (URMIA). She continues to train nationally.

Can't Attend? Buy the Conference Binder

Purchase the conference binder, which includes all presentation slides, worksheets, action plans, and additional resources.

Note: Conference attendees do not need to purchase materials separately.

Questions About the Event?


Rabia Khan Harvey
Senior Program Manager, Academic Impressions

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