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  • If it's disclosed, it can be managed
    If it's disclosed, it can be managed
    Everyone 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
  • Before you post (even privately) about work on social media Before you post (even privately) about work on social media
    Before you post (even privately) about work on social media
    Navigating social media gets more complicated by the day. This simple checklist helps your employees quickly assess whether to post about work. It doesn’t take more than a few seconds for one of your employees to expose your company to reputation...
    6✨Tokens
  • What happens when I make a disclosure?
    What happens when I make a disclosure?
    Employees are hesitant to disclose their personal interests for a conflict review because they’re worried they’ll be in trouble, have to ditch their side gig, or who will see their personal information. Eliminate the uncertainty of...
    8✨Tokens
  • Insider Trading Basics
    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...
    8✨Tokens
  • Can you throw it away?
    Can you throw it away?
    Use this elegant decision tree to help your people understand the ifs, whens, and hows of getting rid of documents. Keep versus shred may feel like second nature to your compliance and legal teams, but your other employees often need more guidance. This...
    8✨Tokens
  • Video: Conflicts - Do any of these apply to you?
    Video: Conflicts - Do any of these apply to you?
    In this short, targeted training video (less than a minute), employees will learn when and where conflicts often arise and why disclosure is in their best interest.  We'll start by breaking down just what a conflict is, then cover the different...
    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 15-slide deck focuses on the emotional part of...
    12✨Tokens
  • Is it confidential?
    Is it confidential?
    This elegant decision tree helps your team quickly determine if they can share info—or keep it private. One of our favorite pieces, this breaks down the main elements of what constitutes info that should NOT be made public without approval. Even...
    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 common categories of material non-public...
    6✨Tokens
  • Taking an active role in politics?
    Taking an active role in politics?
    Your employees will appreciate this clear guidance on how to participate in political activities without breaking the rules. While political debates are best left to awkward family dinners—let’s face it—personal views are bound to come...
    8✨Tokens
  • Don't get fooled by email scammers
    Don't get fooled by email scammers
    Successful spear phishing sounds cool, but is one of your cybersecurity team's worst nightmares. Educate your team on the biggest red flags. Using a criminal graphic to grab their attention, this tool vividly highlights the not-always-obvious signs of...
    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 conflicts. This piece uses simple icons to explain when...
    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 (even if they don’t think there’s an issue)...
    8✨Tokens
  • What to expect during an internal investigation
    What to expect during an internal investigation
    Investigations often make employees anxious, even if they’re not the subject of any allegations. And when emotions run high, their brains stop processing all the info you are sharing with them. So, instead of hoping they remember all the stuff you...
    8✨Tokens
  • Get asked to click on a link? (job aid)
    Get asked to click on a link? (job aid)
    Scammers are complicated, but spotting when they're spoofing web domains doesn't have to be. Use this helpful piece to teach your team the basics of avoiding fraudulent payments, misplaced confidential documents, and a compromised network by knowing...
    6✨Tokens
  • Has a government regulator contacted you?
    Has a government regulator contacted you?
    If a regulator reaches out, this guide explains step-by-step who is supposed to do what and when. It’s scary when someone from the government initiates contact, and scared people often don’t make rational decisions—this is an obvious...
    8✨Tokens
  • Template: Visual Legal Hold
    Template: Visual Legal Hold
    Help employees easily understand their obligations when lawsuits happen. When litigation lands, it’s critical that employees know how to navigate a legal hold. Why, then, are so many of them basically unreadable mountains of legalese? Use this...
    8✨Tokens
  • You might need an export license (deemed exports version)
    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
  • 4 ways bad guys get your password
    4 ways bad guys get your password
    This is an effective, practical instructor for your employees to keep their passwords—and your company's data—private. We list out the most popular means the crooks use to hack your team’s passwords using fun graphics that help...
    8✨Tokens
  • Anatomy of a strong password
    Anatomy of a strong password
    Spot the reference to Will Smith in this visual guide for creating safe, strong, and easily remembered passwords. Everyone hates generating a super complicated password, getting a snippy email from IT that they’re overdue to change it, forgetting...
    8✨Tokens
  • Video: Before You Post
    Video: Before You Post
    In this short, targeted training video (less than 90 seconds), employees will learn how to steer clear of work-related hazards on social media. Like a trusty Driver’s Ed instructor, we’ll talk your employees through how to think proactively,...
    8✨Tokens
  • Social Media Module Social Media Module Social Media Module Social Media Module
    Social Media Module
    Help your folks avoid saying dumb stuff on social media without sounding like everyone’s Aunt Irene. This simple, friendly visual guide pairs well with our social media checklist and any IPA that has a strong citrus note. This Guide gives each of...
    15✨Tokens
  • Mark it, protect it
    Mark it, protect it
    Making sure confidential documents stay private requires some basics. This graphic guide helps your employees keep your info from accidentally getting disclosed by promoting uniformity in marking documents confidential—making it easier to recognize...
    6✨Tokens
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