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  • 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
  • Disclose it.
    Disclose it.
    Lots of people think conflicts of interest exist only when they profit. This piece reminds them that's not true. Need it in landscape? Check out the horizontal version!
    3✨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
  • 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
  • Disclose it. - horizontal
    Disclose it. - horizontal
    Lots of people think conflicts of interest exist only when they profit. This piece reminds them that's not true. Need it in portrait? Check out the poster!
    3✨Tokens
  • Video: Attending a conference?
    Video: Attending a conference?
    Prepare your employees to avoid the risks associated with attending external events using this short, targeted training video. In less than 90 seconds, your folks will know which conversation topics are off-limits, how to trust their gut when it comes to...
    7✨Tokens
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