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  • 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
  • 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
  • What can I ask a candidate during the hiring process?
    What can I ask a candidate during the hiring process?
    Hiring is exciting (finally, all hands on deck!) but if anyone on the team slips up and asks the wrong question during the interview process—stormy seas are ahead! Fear not matey, because this infographic maps out what’s OK to ask, what...
    8✨Tokens
  • Overseas Travel Module Overseas Travel Module Overseas Travel Module Overseas Travel Module
    Overseas Travel Module
    Behold: a simple, immersive way to give your employees detailed guidance on overseas travel risk. It's set up to tie to other parts of your program and pairs well with our travel checklist and a nice pinot. As seen in the video tour of Design Club, this...
    15✨Tokens
  • Going to a conference or industry event?
    Going to a conference or industry event?
    Stumbling into antitrust issues isn't fun at all, especially at conferences or trade shows. Get your team ready for how to handle those situations with this graphic reference that reduces the complexity of antitrust obligations into a simple flow of what...
    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
  • Watch out for red flags from third parties
    Watch out for red flags from third parties
    Do 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
  • 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
  • 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
  • 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 relationships and financial interests that may create a...
    8✨Tokens
  • Expense approval checklist
    Expense approval checklist
    Give your team an easy-to-understand checklist for walking through the major issues when approving expense reports. Proper approval of expenses requires thoughtful reflection about what, exactly, your organization is paying for—something not...
    8✨Tokens
  • Empower your managers to handle conflicts of interest in a way that leads to positive outcomes for your teams AND your company. 

In six brief slides, this deck gives managers the information they need to reassure employees that conflicts aren’t necessarily bad—but that not reporting them is—and helps managers encourage interest disclosure. 

Add this micromodule to the Annual Refresher Course or pair it with our Assessing Conflicts of Interest decision tree, and watch those COI reporting numbers climb. How to manage conflicts of interest (mini-module) How to manage conflicts of interest (mini-module) How to manage conflicts of interest (mini-module)
    How to manage conflicts of interest (mini-module)
    Empower your managers to handle conflicts of interest in a way that leads to positive outcomes for your teams AND your company.  In six brief slides, this deck gives managers the information they need to reassure employees that conflicts...
    7✨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
  • 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
  • You might need an export license (ways to export version)
    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
  • All expenses must include receipts
    All expenses must include receipts
    Help your people reviewing invoices avoid fraud or bribery by showing them what red flags look like—they'll love you for it! Use these graphics alongside our other invoice red flag pieces for a strategic campaign tackling this compliance priority.
    2✨Tokens
  • Going on a business trip? (Overseas travel checklist)
    Going on a business trip? (Overseas travel checklist)
    This piece is famous for a reason! These simple to-do's prepare your international travelers how to be safe and ethical abroad, without getting mired in legal details. This checklist covers the trade control, cybersecurity, privacy, anticorruption,...
    8✨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 piece—they can focus on the harder questions when they...
    8✨Tokens
  • Competitive Information: New Hire Screening
    Competitive Information: New Hire Screening
    Hiring someone from a competitor? You've got risks. This guide breaks down responsibilities and tasks to make sure everyone is coordinated—and it works as a record for due diligence, too! In the rush to hire someone, it’s easy to forget that...
    8✨Tokens
  • You are responsible for what you know - horizontal
    You are responsible for what you know - horizontal
    Keep your Code of Conduct top-of-mind and aligned with everyday tasks with this graphic. Even better? It's part of an entire system: use it with our Annual Refresher Course and Basic Code of Conduct Obligations infographic for a...
    2✨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
  • 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
  • Module: Personal Data & Privacy Module: Personal Data & Privacy Module: Personal Data & Privacy Module: Personal Data & Privacy
    Module: Personal Data & Privacy
    You 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
  • Stop rogue approvals before they happen! This decision tree helps teams avoid costly mistakes by ensuring they have the green light to sign.
    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
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