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If a client is not satisfied with the presentation of one of our programs,  we offer a 100%, no questions asked, money-back guarantee. Of the many thousands of participants who have attended our programs, no one has ever asked for a refund!  

Employee Discharge and Documentation

Providing the practical skills every manager needs to protect organizational culture

Preventing the compromise of valuable management time and effectively leading. Handling discharge and documentation issues correctly prevents unnecessary lawsuits. Courts and juries are providing a jolting wake-up call for those who fail to properly hire, discipline, manage performance terminate and document. This workshop insures you have the latest developments and defense strategies at your fingertips.

Many managers feel that documenting is too time-consuming or just plain distasteful and fail to show they had legitimate business reasons for disciplining or terminating an employee. Attend this seminar and walk away with practical guidelines for being proactive in an area of increasing litigation.

Benefits of Workshop

  • Tips for hiring the right employees to minimize the need for discipline and discharge

  • Find out what most managers don’t understand about at-will employment – and its exceptions

  • Do’s and don’ts for conducting effective workplace investigations

  • Discover how you can use documentation to minimize your liability for wrongful termination

  • Get a practical approach to conducting successful terminations

Who should attend?

  • New and experienced Managers

  • Directors

  • Managers

  • Supervisors

  • Team Leaders

  • Project Managers


Supervising Effectively in a Litigious World

  • Avoiding Problems From the Beginning: Hiring Guidelines

  • Preserving the At-Will Nature of Employment

  • Performance Appraisals or Employee Evaluations

  • Record Retention and Location of Retained Records

Preventive Investigations: How to Investigate, Document and Limit Legal Exposure

  • Reasons for Investigations

  • Why Investigate?

  • Should You Investigate?

  • The Investigation Phase

  • The Analysis Stage

  • Determination

Corrective Action and When Discharge Is the Answer

  • Guidelines for Administering Discipline: Ensuring Compliance With Company Policies, Procedures and Practices

  • Discharge Rules

  • Post-Termination Issues

  • Documentation

An Employer's Guide to Reductions in Force

Legal Overview of Reductions in Force

Practical Overview of Reductions in Force

  • Identifying Objectives and Constraints

  • Planning the Reduction in Force

  • Layoff Selection Issues

  • Compliance With the WARN Act

  • Consider Voluntary Exit Incentives

  • Types of Voluntary Exit Incentives

  • Determine Benefits to Be Offered

  • Consider Requiring Releases

  • Address Implementation Issues

  • Plan Post-Implementation Actions

To Shred or Not to Shred: Document Retention Issues

  • Federal Recordkeeping Requirements

  • Texas Recordkeeping Requirements

  • Guide to Drafting a Document Retention Policy

Wrongful Termination and Other Employment Claims

  • Understanding the Employment At-Will Rule

  • Exceptions or Restrictions to the At-Will Rule

  • Common Employment-Related Torts


As always, your satisfaction is our #1 priority. If for any reason you're dissatisfied, we'll arrange for you to attend another workshop or receive a full refund — hassle-free!

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Working Smarter

New Year's Resolution: Get Control on Management of Self


As we usher in a new year, many set goals to become more effective, more productive, and reduce stress, by learning to manage their time more efficiently. Sadly, most New Year's resolutions fail due to lack of measureable objectives and commitment.


10 tips that will help you succeed in 2011.

  1. Perfection is not always necessary

  2. Set Priorities and only work on those at the top.

  3. Simplicity

  4. Delegate it.

  5. Consider performing distasteful tasks first.

If you have any question about our training, email us at


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