Foundations of Title IX Investigations: Institute and Certification

Foundations of Title IX Investigations: Institute and Certification

June 22 - 24, 2020 | Chicago, IL



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

Join us for the most practical and focused foundational Title IX investigator workshop in higher education. This three-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 to conduct a professional and thorough investigation. During each session, we will take time to ensure that you can apply your learning 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.

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.

If you have more than three years of experience in your role, you may be interested in Advanced Title IX Investigator Training and Certification. Please contact Rabia Khan Harvey if you have any questions about the content of these programs.


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 fee includes full access to all conference sessions and materials, access to the networking reception on Day One, breakfast and lunch on Day Two, and breakfast on Day Three, as well as refreshments and snacks throughout the conference.

Day One

12:30 – 5:30 p.m.


Introduction to a 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 at the conference. You will be able to distinguish at least five responsibilities of the investigator during the preliminary investigation.



Title IX and the Role of the Investigator

Our expert speaker will help you identify the qualities and skills that an investigator should possess, along with the differences and main responsibilities of the preliminary versus full investigation. You will also receive an overview of the different types of investigation structures and how to work in conjunction with your campus Title IX Coordinator. You’ll be able to identify the best investigative model for your campus while identifying the most necessary skills to be an effective investigator.



Fundamentals of a Civil Rights Investigation – Part I

Before investigators can be properly trained, it’s critical for every institution to fully understand the differences between a criminal and civil rights investigation. This first session will thoroughly outline the following topics to help you develop a framework of your investigative practices:

  • Differences between civil rights and criminal investigations
  • Differences between preliminary vs. full flown investigations
  • Questioning strategies
  • Interviewing witnesses
  • Basic skills to conduct a trauma-informed investigation



Networking Reception

This informal reception is your chance to decompress, have some refreshments on us, and expand your network of connections. Our programs are intentionally designed for smaller groups, so this is a great time to catch-up with attendees and speakers whom you may not have connected with yet.


Day Two

8:30 a.m. – 5:00 p.m.


Fundamentals of a Civil Rights Investigation – Part II

We will continue to build on yesterday’s session by thoroughly outlining the following topics to help you develop the framework of your investigative practices:

  • Potential investigative issues
  • Important considerations
  • Policy analysis
  • Standards of proof

After learning the fundamentals, you will practice identifying and applying specific policies to a sample case while learning how to break down the components of a specific policy. After this session, you’ll be able to identify and explain at least five fundamentals to conduct a civil rights investigation. 



Planning and Strategizing the Investigation

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

  • What to look for when reviewing written complaints or available information
  • How to identify the potential types of sexual misconduct
  • Organizing information on the named witnesses, their roles, and the order of questioning
  • Designing a plan to interview witnesses
  • Notifying witnesses

You will then practice developing a pre-investigation preparation strategy using a sample case study. You will be able to name at least five action steps that investigators must do before conducting a formal investigation.



The Investigation

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

  • Setting the right tone for each witness interview
  • Developing effective questions (e.g., open vs. closed, knowing which questions to ask and which to avoid, etc.)
  • Note-taking techniques
  • Documentation and recording

You will listen to an audio recording of a respondent and diagnose the facts presented in that testimony using a sample sexual harassment policy. You will be able to identify the necessary skills to effectively analyze investigation testimony using your own policy.



Putting the Facts Together and Working Time

Now that you have received training on how to prepare for an investigation, develop the most effective questions tied directly to your institution’s policy, and analyze facts collected in an investigation, you will learn important considerations for writing a formal investigative report.  Our speaker will highlight elements of a report and share tips for writing interview summaries. Through a writing activity, you’ll practice improving a sample witness testimony by using the skills that they learned throughout the conference.


Day Three

8:30 a.m. – 12:00 p.m.


Refining Your Factual Analysis

Writing factual analyses in the final investigative report is an effective strategy for decision-makers. In this session's practice activity, you will use a mock investigation to identify the undisputed and disputed facts to include in a report, such as::

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

After this exercise, you'll be able to identify the most critical components of a factual analysis to include in your own investigation reports.



Advancing Your Credibility Assessment

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

  • A very brief review of credibility
  • Quantity vs quality considerations
  • Rule of 3

You will be given the opportunity to practice assessing the credibility of a complainant and respondent in a mock investigation and practice writing a rationale on whose credibility is more believable and why.

June 22-24, 2020 | Chicago, IL

Conference Hotel Information:

Royal Sonesta Chicago Riverfront
71 E. Wacker Dr.
Chicago, IL 60601

Room Rate: $229 plus tax.
Room Block Dates: nights of June 21, 22, and 23, 2020.
Rate Available Until: May 31, 2020.

Call 312-346-7100 to make your room reservations and indicate you are with Academic Impressions to receive the group rate. Please make your reservations early - rooms and rates are subject to hotel 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 and 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 Bev's full bio here.

All-Inclusive Members Get

$250 OFF!*

Learn More About Membership

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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*All-inclusive members receive $250 off of conference registrations (in addition to the early bird discount if applicable). Academic Affairs, Advancement/Alumni Relations, Business Office, Enrollment Management, Student Affairs, and Leadership members will continue to receive $100 off conference registrations. Upgrade your membership to qualify for a higher discount. Please note this discount is not applicable on pre- or post-conference workshops or conference binders.