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As AWI's management transition progresses, AWI is pleased to announce that Nedra Lindsey has been hired as AWI's new Education & Communications Coordinator. Nedra will be responsible for coordinating AWI's education programs and communications. She will work closely with AWI's Membership & Events Coordinator Joan Hamasu, and will also assist Joan with her duties.
AWI provides a variety of education programs throughout the year, including its Annual Conference coming up this November, several sessions of its week-long Training Institute, and numerous seminars and webinars. Nedra will coordinate the educational aspects of these events and Joan will coordinate the logistics. As AWI members and email subscribers know, AWI provides a steady stream of communications to keep you up to date on developments in the field of impartial workplace investigations, and within AWI. Nedra will be responsible for these and other AWI communications. Nedra has an extensive background in communications and experience running professional education events, so we are delighted that Nedra has found AWI and decided to join our small but growing staff.
As has previously been announced, AWI is in the process of transitioning its management from SBI Association Management, which has managed AWI for the past 18 months, to a stand-alone staff with a permanent Executive Director. The next phase of that transition is now underway, with AWI taking over handling of email, telephone calls, event registrations, publication of the AWI Weekly email newsletter, and other management responsibilities from SBI as of September 19, 2016.
SBI is an accredited association management company located in Seattle, Washington. Andrew Estep, CAE, of SBI, served as AWI's Executive Director while SBI was managing AWI. During this transition Stephen Angelides, JD, MPP, CAE, who previously served as AWI's Executive Director, will again be serving as Executive Director, on an interim basis.
"AWI is grateful to Andrew and the entire SBI team for the growth in membership and programs AWI accomplished over the past 18 months under their guidance," said Sue Ann Van Dermyden, AWI's President. "We are also pleased that Steve has been willing to step back in as Executive Director on an interim basis as we grow our own staff and recruit a permanent Executive Director," Ms. Van Dermyden said.
"SBI remains grateful for the opportunity to serve AWI, and our team enjoyed meeting members, learning about the emerging profession of Workplace Investigations, and working with leadership to implement growth initiatives. We wish AWI all the best in the future!" said Marlis Korber, President of SBI.
AWI plans to complete the next phase of the transition, to a permanent Executive Director, within the upcoming year. Further details will be announced on the AWI website and in the AWI Weekly email newsletter as the transition continues to progress. Contact AWI for further details.
Last Updated on Monday, September 19, 2016 10:42 AM
September 2016 AWI Journal Published
By Susan Woolley, AWI Journal Editor
Hello AWI members and friends,
First I’d like to echo Sue Ann’s congratulations to the team for the success of the City of Petaluma (Waters) writ. AWI’s amicus brief was well reasoned and appears to have carried considerable weight with the Court of Appeal. Kudos!
We hope that by providing insight into areas we have not delved deeply into before, this issue of the AWI Journal furthers AWI’s mission to promote and enhance impartial workplace investigations. Religious accommodations take center stage with Meg Matejkovic and John Matejkovic’s examination of the employer’s duties concerning religious beliefs under Title VII. Through a discussion of statutory and case law, the authors outline the sometimes confusing path an employer must tread when confronted with these cases, and in doing so illuminate for investigators the issues that must be addressed when complaints arise. Attorneys and nonattorneys alike will benefit from their careful explanation of federal law concerning religious accommodations.
Our second article was conceived at the AWI Institute in Santa Barbara, when a question came up regarding an investigator’s responsibility if he or she uncovered information about criminal conduct during an investigation. Could the investigator go to the police? The discussion led to a conversation about the differing obligations of attorneys and private investigators and—voilà—licensed private investigators Bob Bell and Bruce Calvin agreed to collaborate with me on an article about the roles and responsibilities of private investigators. We hope this article will serve as a primer on the professional duties of licensed PIs. I’m especially happy that this article arose out of the professional synergy that AWI creates between members; it was because of the institute that I got to know Bob and Bruce and had this opportunity to work with them—and, lucky me, became reacquainted with 1980s television!
Our third article was graciously provided by Andrea Fellion and Patti Perez, who have examined new regulations promulgated by California’s Fair Employment and Housing Agency. These regulations, which took effect on April 1, 2016, touch on all areas of employment law, including an employer’s duty to prevent and correct violations to transgender rights. The world of employment law never stops changing. As investigators, it is critical for us to stay up to date on the developments that frame our investigations practices. Research and writing such as that done by Andrea and Patti is invaluable in helping us all stay current.
I know I speak for the entire publications committee when I say thank you for your terrific response to our calls for articles. We are always interested in seeing proposals for writing about investigations—the law, the practice, and your insights. Please send proposals to firstname.lastname@example.org.
Susan Woolley Editor, AWI Journal email@example.com
Last Updated on Friday, September 02, 2016 09:52 AM
Call for Articles
The AWI Journal is seeking proposals for articles to be published in the quarterly publication of the Association of Workplace Investigators. AWI Journal articles focus on the many different aspects of workplace investigations, such as legal issues (how the law applies to the work of investigators), practical matters, similarities and differences between workplace investigations and other fields of endeavor, and developments in the law.
Articles include: 1.) substantive feature articles (3,000 to 5,000 words) usually authored by an attorney or a human resource professional; 2.) case notes (900 words), shorter articles focusing on recent legal decisions or laws and their potential impact; and 3.) articles that examine past employment laws or court decisions that affect workplace investigations today (900 to 2,000 words).
Our readership spans 35 U.S. states and territories, Canada, and a few other countries, so please no local issues unless they have larger implications on workplace investigations.
The AWI Journal is read by all members of the Association of Workplace Investigators, a professional membership association for attorneys, human resource professionals, private investigators, and many others who conduct, manage, or have a professional interest in workplace investigations. Some of our members are internal workplace investigators who work inside a company, and some are external investigators. AWI's mission is to promote and enhance the quality of impartial workplace investigations. For more information, please visit our website www.awi.org.
If you would like to write an article, please send a brief one- or two-paragraph description to editor Susan Woolley at firstname.lastname@example.org. If you have URLs to previously published articles that are relevant to your pitch, please include them in your email. Please do not send unsolicited manuscripts.
AWI has begun the process of transitioning its management from SBI Association Management to a stand-alone staff with a permanent Executive Director.
SBI is an accredited association management company located in Seattle, Washington. SBI has been managing AWI for the past 18 months. Andrew Estep, CAE, of SBI, has been serving as AWI's Executive Director.
During this transition Stephen Angelides, JD, MPP, CAE, who previously served as AWI's Executive Director, and has been serving as AWI's Training Administrator, will again be serving as Executive Director, on an interim basis. AWI's staff will consist of Joan Hamasu, who has returned to AWI as Membership & Events Coordinator, and a new Education & Communications Coordinator. AWI is currently recruiting for this new position. The next step in the transition will be recruiting a permanent Executive Director.
"AWI is grateful to Andrew and the entire SBI team for the growth in membership and programs AWI accomplished over the past 18 months under their guidance," said Sue Ann Van Dermyden, AWI's President. "We are also pleased that Steve is willing to step back in as Executive Director on an interim basis as we grow our own staff and recruit a permanent Executive Director," Ms. Van Dermyden said.
"SBI remains grateful for the opportunity to serve AWI, and our team enjoyed meeting members, learning about the emerging profession of Workplace Investigators, working with leadership to implement growth initiatives. We wish AWI all the best in the future!" says Marlis Korber, President of SBI.
The first phase of AWI's management transition, from SBI to AWI's stand-alone staff, is currently underway and should be completed within the upcoming month. The second phase of the transition, to a permanent Executive Director, should be completed within the upcoming year. Further details will be announced on the AWI website and in the AWI Weekly email newsletter as the transition progresses.
2016 AWI Annual Conference
Registration is now open for the 2016 AWI Annual Conference! Conference! This year the annual conference will be held on November 3-5 at the Sofitel Hotel San Francisco Bay. The theme is Innovations in Investigations. AWI is committed to bringing workplace investigators from around the world together to exchange information and ideas, and the annual conference is a great way to learn, network, and catch up with colleagues. Visit our conference webpages for more information about pricing, the hotel, and sponsorship opportunities.