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Company: Complaints and Investigations clear filter
Wednesday, September 16
 

10:15am PDT

F3 - Rising Complaints, Real Solutions: Navigating Employee Misconduct and Workplace Concerns
Wednesday September 16, 2026 10:15am - 11:45am PDT
As complaints about employees continue to rise in schools and workplaces, district leaders face increasing pressure to respond promptly, fairly, and consistently while minimizing legal and operational risk. This session will explore practical strategies for managing complaints involving employee misconduct, workplace conflict, professionalism, harassment, discrimination, and performance concerns. Attendees will learn how to establish effective intake and documentation practices, conduct appropriate preliminary assessments, determine when investigations are necessary, and communicate throughout the process. The presentation will also address common pitfalls that can escalate complaints and provide proactive approaches to improving workplace culture, accountability, and employee relations. Participants will leave with actionable tools to help their districts respond to complaints confidently, consistently, and lawfully.
Speakers
avatar for L. Carlos Villegas

L. Carlos Villegas

Partner, F3 Law
Carlos Villegas advises school districts across Southern California on labor and employment issues, including collective bargaining, employee discipline, investigations, and board governance. He represents districts before PERB, state and federal agencies, and in Superior Court. Carlos... Read More →
Wednesday September 16, 2026 10:15am - 11:45am PDT
Regency B
 
Thursday, September 17
 

3:45pm PDT

LS - Managing the Increasing Demands of Complaints
Thursday September 17, 2026 3:45pm - 5:15pm PDT
If you are buried in complaints, you are not alone. Complaints in the forms of UCPs, Complaints Against Employees, Sexual Harassment, and others have become common and at times, overwhelming. If your department is having a hard time managing the time demands, this session is for you. We will review the most common complaint types, critical tasks, and tips of the trade for streamlining your processes.
Speakers
avatar for Kara Walton

Kara Walton

Attorney, Partner, Lozano Smith
OverviewKara R. Walton is a Partner in Lozano Smith's San Diego office. Ms. Walton represents public school district clients on labor and employment issues, and advises school boards on a wide variety of governance matters.

ExperienceMs. Walton frequently represents school districts in personnel matters for both certificated and non-certificated employees, including labor union relations and grievances. She also regularly serves as general counsel to districts, advising and assisting with litigation matters and... Read More →
avatar for Selina Ayala Patlán

Selina Ayala Patlán

Senior Counsel, Lozano Smith
Overview
Selina Ayala-Patlán is Senior Counsel in Lozano Smith’s Monterey Office. Ms. Ayala-Patlán's practice focuses on assisting public agency clients in labor and employment, investigations, and governance matters.

Experience
Ms. Ayala-Patlán assists clients with matters related to employee relations, labor negotiations, investigations, Public Records Act, and Board governance. An Association of Workplace Investigators Certificate Holder (AWI-CH), she brings specialized training in conducting impartial... Read More →
Thursday September 17, 2026 3:45pm - 5:15pm PDT
Regency B
 
Friday, September 18
 

9:30am PDT

F3 - Recognizing and Eliminating Behaviors that may Indicate Harassment or Discrimination
Friday September 18, 2026 9:30am - 11:00am PDT
Discrimination complaints often arise not from a single decision, but from patterns of communication, documentation, and inconsistent application of policies over time. This session examines common missteps that increase exposure to discrimination claims in the workplace, particularly within public education and public sector employment contexts. Participants will explore how everyday personnel decisions can unintentionally create risk, and how to identify and correct these issues before they escalate into formal complaints. The session will also provide practical strategies for improving documentation, consistency, and decision-making practices to reduce legal exposure and support equitable treatment of employees.
Key Takeaways:
• Identify common administrative and supervisory practices that can unintentionally lead to discrimination complaints
• Understand how inconsistency in documentation and policy application increases legal and organizational risk
• Apply practical strategies to strengthen fairness, transparency, and defensibility in personnel decision-making
add Jacqueline M. Litra
Lisa B. Mori
Speakers
avatar for Katy McCully Merrill

Katy McCully Merrill

Partner, F3 Law
Bringing high levels of compassion and competence to her practice, Katy McCully Merrill advises K-12 and community college districts and county offices of education statewide on a variety of challenges and disputes. These include employment concerns such as hiring practices, leaves... Read More →
avatar for Erin Portugal Revious

Erin Portugal Revious

Assistant Superintendent, Lemoore UESD
Erin Portugal Revious is a distinguished and highly accomplished educational administrator with over two decades of dedicated service in fostering academic excellence, supportive student programs, and exemplary school culture. She currently serves as the Assistant Superintendent... Read More →
Friday September 18, 2026 9:30am - 11:00am PDT
Regency B
 
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