Handling Information
R and D Team
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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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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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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: AI Chatbots
Your employees are eager to leverage AI Chatbots—and while having robots help us work is cool, it also poses some serious risk. Help them understand how to use AI Chatbots without introducing a whole host of risks with this easy to digest...
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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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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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What is a business record?
Good records management keeps your business running smoothly, but knowing what qualifies as a business record and needs to be maintained can be tricky. Unravel the mystery and avoid confusion with this most excellent infographic. It starts with...
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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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Can I use personal data for this purpose?
If COVID taught us one thing, it’s that we all like a good puzzle…occasionally. But when it comes to using personal data, there should be nothing puzzling about it. This decision tree helps your employees piece together when they CAN and...
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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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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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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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Social Media for Sensitive Projects
Don’t let your employees give away secret information for free. This handy decision tree shows employees the potential pitfalls of social media use while working on highly confidential matters. Postings pics, tagging coworkers/vendors, checking...
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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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Awareness campaign: AI chatbots
Let’s be real: Your employees are already using generative AI and chatbots to boost their work. Before they slip up and accidentally share sensitive information or breach IP protections, display these awareness materials where they’ll...
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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...
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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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