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  • Invoice training module for managers Invoice training module for managers Invoice training module for managers Invoice training module for managers
    Invoice training module for managers
    This visual guide gets your management team ready to identify problems in the invoice-approval process to avoid waste and corruption. This piece syncs up with our deep-dive invoice red flag checklist...
    15✨Tokens
  • How-to Guide: Measuring Policy Usability How-to Guide: Measuring Policy Usability How-to Guide: Measuring Policy Usability How-to Guide: Measuring Policy Usability
    How-to Guide: Measuring Policy Usability
    Make sure your company's policies are actually understandable with this simple tool. Knowing is a policy is usable is more than just running a grade-level check in Microsoft Word—it’s...
    10✨Tokens
  • The 7 elements of a compliance program
    The 7 elements of a compliance program
    Based on the Federal Sentencing Guidelines, this infographic sets out the seven elements to create and monitor an effective compliance culture—and helps you explain it to your board. The...
    6✨Tokens
  • Dawn Raid: How to Respond
    Dawn Raid: How to Respond
    Dawn Raids can be scary, but Happy Cloud knows what to do. Educate your team on how to respond when government agents come knocking. Your team shouldn’t be unprepared for a surprise visit from...
    6✨Tokens
  • How we make decisions
    How we make decisions
    A simple decision grid for knowing the right thing to do—and knowing when to reach out for help.
    2✨Tokens
  • Conflicts: Simple definition #1 Conflicts: Simple definition #1
    Conflicts: Simple definition #1
    Distill down conflicts of interests for your employees: they have a conflict when they're having to choose between the company and themselves.
    2✨Tokens
  • Conflicts: Simple definition #2
    Conflicts: Simple definition #2
    Distill down conflicts of interests for your employees: they've have a conflict when they're having to choose between the company and themselves.
    2✨Tokens
  • Report unattended information
    Report unattended information
    Make sure each employee knows their responsibility to look out for sensitive info being left around—and if they find some, raise it to management.
    2✨Tokens
  • If it's confidential...
    If it's confidential...
    Provide your team with the simple—but not always understood—rules of keeping your company's private info confidential.
    2✨Tokens
  • Saying it online...
    Saying it online...
    This cool piece reminds your team of the need to be as mindful of what they say online—as well as off.
    2✨Tokens
  • Email that pairs with: Insider Trading Basics Email that pairs with: Insider Trading Basics
    Email that pairs with: Insider Trading Basics
    If compliance is going to be part of how you do business, it needs to be discussed by your leaders. And great news! We've made the process of building out an entire leader-led toolkit super easy for...
    1✨Tokens
  • Petty Cash is Not for Individuals
    Petty Cash is Not for Individuals
    It’s called “petty” cash, but it can cause big problems. Make it super easy for your team to remember: petty cash has a lot of uses, but never for individuals.
    2✨Tokens
  • Third Party module Third Party module Third Party module Third Party module
    Third Party module
    You just spent $200,000 on a third-party onboarding solution ... which will be worth zero if your business refuses to use it. Stick the landing with this live training deck that helps you manage...
    20✨Tokens
  • Is your third party expensing something unusual?
    Is your third party expensing something unusual?
    Make spotting red flags involving third-party expenses super easy with this highly visual infographic. This piece includes both obvious red flags like jewelry and art as well as some less-obvious...
    8✨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.

Strategic Support

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

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