Handling Information
Job aids
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🔥 TrendingIf 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...
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Conflicts of Interest
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...
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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...
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Working remotely? Protect your data!
Your employees likely work on the go—from hotels, airports, home, bathroom stalls (hey, we don’t judge!)—which invites increased cybersecurity, privacy, and confidentiality risks. Kick your worries to the curb by giving them this tool,...
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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!
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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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When should I contact the Privacy Team?
Living your values means ensuring data privacy throughout your org. You’ve written all the policies, operationalized training, and have a Chief Privacy Officer. But do your people know when to pick up the phone and contact the Privacy Team? This...
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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...
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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...
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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...
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We protect our data
Foster a culture of data security at your company with this infographic, which answers the “why” of data protection with four key points: it’s the law, it’s good business, our customers expect it, and it’s the right thing to...
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Careful virtual communications
We may love dishing about juicy binge-worthy shows on Slack, but it’s easy to forget that these types of communications are on company record, which can lead to problems if discussions take a sensitive turn. At best: cringey embarrassing...
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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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How to use AI Chatbots at work
Your employees are eager to leverage AI chatbots to boost productivity and enhance their work. But how do you balance that with cybersecurity, protecting IP, and reputational risk? While prohibiting the use of AI might sound good, it ignores human...
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Posting on politics?
Help your employees navigate the implications of politics and social media without infringing on their autonomy. Folks wanting to engage in political discussions online can create serious problems for your company. Provide them with an easy flowchart to...
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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...
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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...
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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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Notify Privacy when mistakes happen
Being accountable and fixing mistakes yourself is great, but when it comes to privacy mishaps, there are situations where the Privacy Team needs to be looped in. This infographic explains the most common scenarios that require their helping...
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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...
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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...
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