Special Subject Labor Relations Academy

Advanced Factfinding: Developing Strategy, Collecting Data, Complying With PERB Regulations, And Presenting Persuasively

"Fast paced class;
the delivery was exceptional!"

"One of the best Academies ever.
Very practical."

"Great spreadsheets, practical approach.
Loved the workbook and other resources!"

The Program

An advanced, comprehensive, in-depth and interactive training for experienced labor relations practitioners. This full-day special Labor Relations Academy covers an agency's overall planning for a successful outcome, including factfinding legal standards, the collection of persuasive data, and persuasive presentation. 

Other factfinding trainings offer only a general overview.  In this advanced factfinding Labor Relations Academy, you'll learn:

  • How to use spreadsheets to collect, analyze, and display total compensation data.

  • The best way to select comparable agencies for your comparability study.

  • How to calculate and display comparable employers' pension costs, including pension obligation bonds.

  • How to persuade the arbitrator/neutral factfinder that your agency's compensation is comparable.

  • Which facts convince the arbitrator/neutral factfinder that your agency has an inability to pay compensation increases.

  • How the legal requirements of impasse under the MMBA, EERA, SEERA, and HEERA impact your preparation.

  • How to refine unilateral adoption, including avoiding premature impasse, and decide which comes first - LBFO or declaration of impasse.

  • How to conduct the required public impasse hearing before unilateral adoption.

  • How to determine which meet and confer activities are subject to factfinding.

  • How to avoid the post-factfinding quagmire of the 10-day settlement period: The public release of the factfinding report, making a LBFO, the public impasse hearing, and unilateral adoption.

  • How to select the best neutral and agency factfinding panel representatives.

Click here to view schedule and locations; click here to register.

Learning Style

Using the same teaching and learning methods that have garnered rave reviews for CALPELRA's other Labor Relations Academies, we incorporate a variety of adult learning styles, including structured group problem solving, pre-reading and pre-test, and mini-lectures and audio/visual reinforcements. Don't settle for a quick, verbal summary or lecture about factfinding. This Academy provides the legal standards and an interactive experience that will help you develop strategy and succeed in a factfinding.


This Academy is taught by established, highly-rated trainers selected by CALPELRA.

  • Janet Cory Sommer

    CALPELRA Chief Executive Officer (eff. 9/18). Over 20 years of experience representing public agencies under PERB's jurisdiction, in addition to representing MMBA agencies.

  • M. Carol Stevens

    CALPELRA Chief Executive Officer (ret. 12/18). Over 35 years of experience representing public agencies under PERB's jurisdiction,in addition to representing MMBA agencies.

  • William F. Kay

    CALPELRA Academy Creator and Co-Director. Over 40 years of public sector labor relations and employment law experience representing public agencies under PERB's jurisdiction since PERB's inception.

Who Should Attend?

  • Anyone covered by MMBA, EERA, SEERA, or HEERA factfinding.

  • Anyone who needs to hone their skills and prepare for a negotiations cycle likely to include factfinding.

  • Chief fiscal officers who need to successfully articulate the agency's financial ability to pay.

  • HR specialists who are responsible for preparing data for negotiations, preparing total compensation comparability data, and comparability on key issues.

  • Legal counsel who provide legal guidance for negotiations and factfinding.

  • Chief executives who manage overall strategic issues regarding the public's awareness of and involvement in upcoming negotiations.

Registration Fees

  • CALPELRA Member: $375

  • Non-CALPELRA Member: $435

The registration fee includes all materials for this program, a resource book, continental breakfast, refreshments, and lunch. Hotel costs are not included in the fees and each participant must make independent hotel reservations directly with a nearby hotel.

Cancellations / Refund Policy

CALPELRA will not refund registration fees for cancellations of this Academy. Registration fees paid may be applied to another CALPELRA event or activity within one year of cancelled activity; all requests for transfer of registration fees must be made in writing. If you cancel your registration after the cutoff date for an Academy, you will forfeit your registration fees, and you may not apply them to a later Academy. Please see the Academy schedule for cancellation cutoff dates.

Training Certification And Credits

Training Certification And Credits

  • CALPELRA certification.

  • MCLE credit for California attorneys.

  • SHRM certification for selected Academy programs.
    (Note: CALPELRA (California Public Employers Labor Relations Association) is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP.)

  • HRCI certification for selected Academy programs.
    (Note: CALPELRA is an approved HRCI provider. CALPELRA's programs have met HRCI's criteria to be preapproved for recertification credit; CALPELRA's use of HRCI's name/seal does not constitute HRCI's endorsement of the quality of the program.)

  • Academy programs may qualify to be used toward IPMA-HR recertification.

Click here to view schedule and locations.