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  • Mergers and acquisitions can be both exciting and terrifying, like base jumping, that long drop on a rollercoaster, or attending a social event for us introverts. While we don’t have a remedy for that weird stomach feeling, we do have a solution to ease some of your anxiety...  Prepare your employees for the integration with this one-pager that carefully lists everything to do (and not to do) premerger. Share this gun-jumping infographic for extra impact.
    Before a merger or acquisition...
    Mergers and acquisitions can be both exciting and terrifying, like base jumping, that long drop on a rollercoaster, or attending a social event for us introverts. While we don’t have a remedy for that weird stomach feeling, we do have a solution to...
    8✨Tokens
  • COI Disclosure Questions, simplified
    COI Disclosure Questions, simplified
    Quality disclosure questions are REALLY hard to write well and are rarely seen in the wild. That's why these COI Disclosure questions are perfect—they're easy to use AND understand. So, if you’ve ever felt awkward asking about finances and...
    10✨Tokens
  • Interacting with clients and service providers
    Interacting with clients and service providers
    While treating customers and vendors with respect is the right thing to do, it’s also great for business. Avoid helpline complaints and negative reviews (including on job search sites) by explaining exactly what civility and respect look like when...
    8✨Tokens
  • Module: What can I ask a candidate during the hiring process? Module: What can I ask a candidate during the hiring process? Module: What can I ask a candidate during the hiring process? Module: What can I ask a candidate during the hiring process?
    Module: What can I ask a candidate during the hiring process?
    Hiring is exciting (finally, all hands on deck!) but if anyone on the team slips up and asks the wrong question during the interview process—stormy seas are ahead! Fear not matey, because this module has 15 slides loaded with detailed...
    15✨Tokens
  • What can I ask a candidate during the hiring process?
    What can I ask a candidate during the hiring process?
    Hiring is exciting (finally, all hands on deck!) but if anyone on the team slips up and asks the wrong question during the interview process—stormy seas are ahead! Fear not matey, because this infographic maps out what’s OK to ask, what...
    8✨Tokens
  • We never discuss making agreements
    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.
    2✨Tokens
  • Social Media for Sensitive Projects
    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...
    8✨Tokens
  • Competitive Information: New Hire Screening
    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✨Tokens
  • We never discuss territory
    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.
    2✨Tokens
  • We never discuss price
    We never discuss price
    Eliminate a confusing antitrust area for your sales and business development crew: you simply can't talk price with the other guys.
    2✨Tokens
  • Skip the legal jargon and tell people what’s considered confidential, when to avoid trading on information, and how to spot the red flags to protect your company.
    Video: Protect yourself and the company from insider trading
    Insider trading…the term might conjure up an intense movie scene with people in fancy suits yelling on the phone. All very dramatic. But in the real world, the line isn’t always so clear. That's where this video comes in. It skips the legal...
    10✨Tokens
  • Three simple questions guide your employees through whether it’s OK to share info freely or they need an NDA before spilling the company beans.
    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...
    8✨Tokens
  • Hiring red flags (mini-module) Hiring red flags (mini-module) Hiring red flags (mini-module) Hiring red flags (mini-module)
    Hiring red flags (mini-module)
    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...
    7✨Tokens
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