-
If it's disclosed, it can be managedEveryone thinks they can manage their own conflicts. Use this graphic piece to help your team identify and disclose all conflicts, all while reducing the stigma of doing so. One of employees’ core misunderstandings about conflicts of interests is...8✨Tokens
-
Watch out for red flags from third partiesDo your employees know what to look out for when managing third parties? This piece supports their due diligence efforts by covering the five red flags they need to spot and tell you about ASAP!8✨Tokens
-
Preparing to gather competitive intelligence?While going undercover and being a super sleuth sounds like fun, it’s not something you want your employees doing to sniff out what your competitors are up to. Use this piece to explain the right way to gather information and what’s totally...8✨Tokens
-
Insider Trading BasicsGordon 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...8✨Tokens
-
Conflicts, Plain & SimpleHappy 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...12✨Tokens
-
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...8✨Tokens
-
How to tell if someone’s asking for a bribeSince shady people rarely come out and say, “pay this bribe,” it can be tricky to know when someone’s asking for one. especially when it involves non-monetary favors and sharing information. This clever infographic reveals the five...8✨Tokens
-
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...6✨Tokens
-
Video: If it's disclosed, it can be managedThis 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 (even if they don’t think there’s an issue)...8✨Tokens
-
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 conflicts. This piece uses simple icons to explain when...8✨Tokens
-
Want to collect customer data?A handy infographic based on FTC guidance, this walks your teams through the main issues involved in collecting and using customer data. Rather than give hard-and-fast rules, this piece asks critical questions about the use of customer...8✨Tokens
-
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...8✨Tokens
-
Received a request to transfer data?What counts as "personal data" to one person might not be to another, which can create major headaches. Use this decision tree to remedy your ills and ensure all your teams have a healthy dose of privacy know-how. In five simple steps, it guides them...8✨Tokens
-
Delegated authority: Can I sign off on this?Ever had that oh no moment when you realize someone signed something they weren’t supposed to? Yeah, that’s how legal nightmares (and awkward conversations) start. Enter this trusty decision tree—your secret to stopping rogue approvals...8✨Tokens
-
Handling personal data (mini-module)Give your teams the clarity they need when it comes to handling and managing personal data. In eight brief slides, this deck gives employees an overview of how to identify personal data, then walks them through how to use it, handle it, store it...7✨Tokens
-
Video: Watch out for red flags from third partiesIn this short (less than 2 minutes), targeted training video, employees will learn what to watch out for when working with third parties. We’ll explain the five main scenarios that are most likely to cultivate red flags, like working with...10✨Tokens
-
Module: Personal Data & PrivacyYou don’t expect your employees to memorize everything about privacy and personal data, but that’s the message they’ll get if you dump a ton of regulation-focused material on them. Make it clear that they just need to know the...15✨Tokens
-
Check before you collect personal dataCollecting customer information is easy. Making sure your employees know if it’s legal might not be. This sleek awareness piece reminds your employees to make sure it’s OK before they collect or start using it for a project.2✨Tokens
-
Do you know your third parties? - horizontalWhen managing third party relationships, clarity is key. This on-point graphic serves as a simple reminder of what things your employees need to be aware of to make sure everyone is on the same page.3✨Tokens
-
Trading Blackout EffectiveStand out with this notice that a trading blackout is in effect.2✨Tokens
-
Third Party Code of Conduct TrainingYour third parties—like vendors, consultants, suppliers, and business partners—are essentially an extension of your org, so they need to know and uphold your standards. Share this practical module with them to make sure they get it. In about...12✨Tokens
-
Before a merger or acquisition...Mergers and acquisitions can be both exciting and terrifying, like base jumping, that long drop on a rollercoaster, or attending a social event for us introverts. While we don’t have a remedy for that weird stomach feeling, we do have a solution to...8✨Tokens
-
Collecting sensitive personal data?Collecting consumer data is risky business. Your company needs this information to run, but your people should only be collecting what they absolutely need, and tracking those reasons. But do they know this? This nifty infographic makes sure your people...8✨Tokens
-
Interacting with clients and service providersWhile treating customers and vendors with respect is the right thing to do, it’s also great for business. Avoid helpline complaints and negative reviews (including on job search sites) by explaining exactly what civility and respect look like when...8✨Tokens