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  • Contract Execution Checklist
    Contract Execution Checklist
    Distill down the critical elements for your company's contracts with this simple, customizable tool. Avoiding surprises after a deal closes requires your team to check for more than commas in the...
    8✨Tokens
  • Conflicts, Plain & Simple Conflicts, Plain & Simple Conflicts, Plain & Simple Conflicts, Plain & Simple
    Conflicts, Plain & Simple
    Happy Cloud says conflicts aren't scary! Use this suite of slides to train your team on how to identify when they have a conflict—and recognizing that by disclosing it, you can manage it. This...
    12✨Tokens
  • Working with a charity?
    Working with a charity?
    Avoid risky donations—and the resulting effect on your company’s reputation—with this straightforward checklist of compliant charitable donations. This piece helps your employees...
    6✨Tokens
  • This micromodule equips your managers to create a speak-up culture that empowers employees to voice their concerns.

In seven brief slides, the journey starts with explaining why employees might not feel comfortable raising concerns, and continues with several stops along the way: (1) how to foster open communication, (2) handling mistakes tactfully (including their own!) and (3) when and how to invite  employees to raise concerns. 

Add this micromodule to the Annual Refresher Course, What to do when an employee raises a concern module, or couple it with the Creating a Speak-up Culture job aid or video to drive the point home. Creating a speak-up culture (mini-module) Creating a speak-up culture (mini-module) Creating a speak-up culture (mini-module)
    Creating a speak-up culture (mini-module)
    This mini-module equips your managers to create a speak-up culture that empowers employees to voice their concerns. In seven brief slides, the journey starts with explaining why employees might...
    7✨Tokens
  • What to do when an employee raises a concern What to do when an employee raises a concern What to do when an employee raises a concern What to do when an employee raises a concern
    What to do when an employee raises a concern
    So, your employees feel comfortable raising concerns to management.  Good! Your speak-up culture is on the right track for success. But wait, have you trained your managers on how to handle...
    12✨Tokens
  • Video: We play fair
    Video: We play fair
    In this short, targeted training video (less than a minute), employees will learn how your anticorruption processes fit into the big picture. We’ll walk your employees through how they can do...
    8✨Tokens
  • Would you trade on it?
    Would you trade on it?
    This graphic guide simplifies the types of information that should be protected to avoid insider trading. Without getting too far in the weeds of securities terminology (woof), this piece highlights...
    6✨Tokens
  • If you’ve ever struggled to explain your job to someone, we feel you! The lines are often blurry when trying to distinguish between legal, compliance, HR, and internal audit. Which also means urgent info might take a few detours before arriving at the right destination (or get lost along the way!).

Demystify who does what with this handy chart, and look forward to receiving important info that actually belongs in your department, while spending a lot less time sending those “looping in so-and-so” emails. 

Looking for a pared-down version that works just as hard? Try the “Legal and Compliance: Who Does What?” infographic. Legal, Compliance, Audit, and HR: Who does what? Legal, Compliance, Audit, and HR: Who does what?
    Legal, Compliance, Audit, and HR: Who does what?
    If you’ve ever struggled to explain your job to someone, we feel you! The lines are often blurry when trying to distinguish between legal, compliance, HR, and internal audit. Which also means...
    8✨Tokens
  • Give this, not that (pre-approval version)
    Give this, not that (pre-approval version)
    Use this highly visual guide to empower your team to easily identify what's an acceptable gift, what needs approval, and what's never allowed. With examples drawn from the 2012 DOJ guidance, this...
    8✨Tokens
  • Assessing Conflicts of Interest
    Assessing Conflicts of Interest
    This helpful one-pager gives HR professionals an easy way to assess whether a business decision raises red flags due to a conflict of interest. This off-the-shelf version guides them through both...
    8✨Tokens
  • Video: If it's disclosed, it can be managed
    Video: If it's disclosed, it can be managed
    This targeted training video (less than 90 seconds) provides a thorough, but quick overview of what conflicts are, how they often stem from good things, and why it’s important to disclose them...
    8✨Tokens
  • Conflicts of Interest (line art version) Conflicts of Interest (line art version)
    Conflicts of Interest (line art version)
    Make sure your employees know what's a conflict of interest—and, just as important, what to do about it. It’s too easy for folks to just “go with their gut” about potential...
    8✨Tokens
  • Email Signatures Email Signatures
    Email Signatures
    Don't waste the chance to get your compliance message out there; use this easy guide to incorporate it with every email. You ever seen folks who have compliance team branding, with their own...
    10✨Tokens
  • Travel & expense red flags checklist
    Travel & expense red flags checklist
    Stop fraud and corruption risks in their tracks with this thorough checklist for reviewing T&E reports. Help your managers externalize their memory of procedures and red flags with this...
    8✨Tokens
  • If you approve it, you own it
    If you approve it, you own it
    Your employees are grown-ups, but sometimes they need reminders that they're accountable for anything they approve.
    2✨Tokens
  • We give reasonable gifts
    We give reasonable gifts
    Santa loves giving fabulous gifts, but he's not doing it as part of a business relationship (or subject to your gifts and entertainment policy). Remind your employees that business gifts are...
    2✨Tokens
Fully Customizable

Easily brand and customize our training tools with a few clicks, or we can do it for you.

Flexible Usage Rights

Permanent licenses and no limit on employee count.

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A dedicated compliance pro to help you level up your program.

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