Handling Information
Marketing Team
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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...
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Handling Personal Information?
This easy-to-use chart covers what counts as personal information—and how to think through managing it. Handling personal information—whether it’s your customers’ or your own employees’—is risky, so help your...
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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...
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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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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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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...
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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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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...
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Gathering information for a personal data request
Expeditious Ex·pe·di·tious | /ˌekspəˈdiSHəs/ Definition : to do something with speed and efficiency How to use expeditious in a sentence: This checklist helps your employees expeditiously gather and prepare information for...
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Check before you collect personal data
Collecting 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.
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We never discuss price - horizontal
Eliminate a confusing antitrust area for your sales and business development crew: you simply can't talk price with the other guys.
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Who's looking at your profile?
Folks don't realize how useful social media can be to your company's adversaries. This helpful graphic cautions them before they post online.
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Do you need to get an NDA signed?
Ever wonder if something you're about to share needs to be kept hush-hush? This handy guide is here to help! Think of it like a three-question quiz: answer yes or no, and it'll tell you if a Non-Disclosure Agreement (NDA) is needed before anyone spills...
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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...
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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...
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We never discuss territory - horizontal
Eliminate a confusing antitrust area for your sales and business development crew: you simply can't talk territory with the other guys.
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We never discuss making agreements - horizontal
Eliminate a confusing antitrust area for your sales and business development crew: you simply can't talk making agreements with the other guys.
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We never discuss making agreements
Eliminate a confusing antitrust area for your sales and business development crew: you simply can't talk making agreements with the other guys.
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No fishing for competitive info - horizontal
A concise reminder to your sales and marketing teams that trying to obtain knowledge about competitors is off-limits.
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Broadcat Icon System: Entities and Information Pack
Need a way to represent different entities—like a government organization or healthcare facility—or describe how to handle confidential information or IP? You're in luck! With this icon pack, you’ll be able to illustrate concepts...
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Do you really need it?
Being mindful of privacy issues before your team obtains info can prevent the problems in the first place.
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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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We never discuss territory
Eliminate a confusing antitrust area for your sales and business development crew: you simply can't talk territory with the other guys.
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Do you really need that data?
Just because it's possible doesn't mean your team should do it. Urge them to be mindful in how (and why) they collect data.
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