Handling Information

Display:

  • Annual Refresher Course / Basics Module

    Still stuck doing annual check-the-box training? Gross, and sorry. But hey, at least this kit will make it 10 minutes long and actually relevant to every employee. So, you've got that going for you, which is nice. The ideal annual refresher training:...

    30✨
    View
  • 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...

    8✨
    View
  • Basic Code of Conduct Obligations

    This general guide is a quick reminder (with tips!) of day-to-day things that every employee needs to know, including how each of us has responsibilities related to ethics and compliance. Meant as a refresher and thought-provoker, this piece...

    8✨
    View
  • Hiring red flags module (long version)

    Get your team aware of the compliance pitfalls in the hiring process. It’s not always clear when a potential hire can be bad news. Does your HR team know how to spot conflicts of interest? Or to sniff out when a position is being used to secure new...

    10✨
    View
  • 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✨
    View
  • 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✨
    View
  • Finalizing, Submitting, or Storing Company Records?

    This simple checklist helps employees keep good records without getting bogged down with trying to remember what to do. It’s easy to forget how vital recordkeeping is, but sometimes the mere act of insufficient documentation is itself a violation...

    8✨
    View
  • 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✨
    View
  • 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✨
    View
  • Managing a Third Party?

    The risk of working with third parties is actually working with them, not starting the relationship. Show your team how to manage third-party relationships—and their potential red flags. This piece breaks down the basics of handling day-to-day...

    8✨
    View
  • 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...

    8✨
    View
  • 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...

    8✨
    View
  • 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, which neatly contrasts the DOs and DON’Ts of remote working. That way, your people are crystal clear on what they need to do to protect company assets.

    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,...

    8✨
    View
  • 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...

    8✨
    View
  • Your post may self-destruct, but copies last forever - screensaver

    Just because a post is "self-destructing" doesn't mean they can't be shared by others. Remind your folks to be mindful of what they share, even if they think it won't live on.

    2✨
    View
  • Do you really know your followers? - screensaver

    This piece reminds employees it's not just mom and their high school friends following them online. And one post is all it takes to ruin their reputations.

    2✨
    View
  • One post, no context - poster

    A quick, beautiful illustration that social media can ruin your employees' careers in one instant.

    2✨
    View
  • One post, no context - screensaver

    A quick, beautiful illustration that social media can ruin your employees' careers in one instant.

    2✨
    View
  • Petty Cash is Not for Aiding Government Action

    It’s called “petty” cash, but it can cause big problems. Make it super easy for your team to remember: petty cash has a lot of uses, but never for aiding government action.

    2✨
    View
  • Social media can kill context, also cats

    Context? Nah. Employees can ruin their careers and hurt your company's rep by posting an innocent joke online. Don't let them get famous for the wrong reason.

    2✨
    View
  • 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✨
    View
  • 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✨
    View
  • Approving employee transfers?

    Transfers aren’t simply logistics—they involve trade, IT, and ethics issues, too. Use this simple checklist to confirm relevant issues have been vetted before the employee is already at their new desk. Not only does this piece work across...

    8✨
    View
  • Are you on the restricted list?

    An easy reminder: you may have to get permission to trade stocks, so ask.

    2✨
    View