Handling Information
Board of Directors
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Insider Trading Basics
Gordon Gekko may think that greed is good, but your company doesn't when it comes to insider trading. Educate your employees on the basics with this graphic piece. Aimed at a general audience, this piece lays out three common categories of material...
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Disclose it.
Lots of people think conflicts of interest exist only when they profit. This piece reminds them that's not true. Need it in landscape? Check out the horizontal version!
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You might need an export license (ways to export version)
This graphic one-pager shows your team how to spot trade-compliance issues when sharing with non-citizens. Just because you’re not handing it to a courier doesn't mean it’s not an export—but that’s not really intuitive. This...
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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 15-slide deck focuses on the emotional part of...
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Disclose it. - horizontal
Lots of people think conflicts of interest exist only when they profit. This piece reminds them that's not true. Need it in portrait? Check out the poster!
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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 common categories of material non-public...
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Video: Attending a conference?
Prepare your employees to avoid the risks associated with attending external events using this short, targeted training video (1:20). In 80 seconds, your folks will know which conversation topics are off-limits, how to trust their gut when it comes to...
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You might need an export license (deemed exports version)
This easy tool explains the completely non-intuitive concept of "deemed exports" in trade compliance. Focusing on deemed export elements that would surprise most employees, we’ve designed this piece to drive employees to seek help from compliance...
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Information been stolen? Report it! - horizontal
Use this straightforward piece to remind your employees that they shouldn't hide when something goes missing, but should raise their hand immediately.
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Loose lips cause stock dips
Not everyone knows when sensitive business info gets out, but everyone knows when your stock plummets. This piece vividly illustrates the connection.
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Trading Blackout Lifted
Stand out with this notice that a trading blackout is lifted and trading is OK.
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Information been stolen? Report it!
Use this straightforward piece to remind your employees that they shouldn't hide when something goes missing, but should raise their hand immediately.
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Are you on the restricted list?
An easy reminder: you may have to get permission to trade stocks, so ask.
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Going on a trip? Protect your data!
Show your folks these simple, but vital, rules for keeping company and personal info from being stolen while traveling. It’s not always intuitive that travel creates risk—people lose stuff, they get their computer stolen, hackers target...
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