Competitive Information
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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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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...
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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...
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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...
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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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Conflicts of Interest (line art version)
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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Conflicts of Interest: Outside job
Some on your team have outside employment. Make sure they know to tell you about it with this easy aid.
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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...
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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!
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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!
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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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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...
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🔥 Trending
How to manage conflicts of interest (mini-module)
Empower your managers to handle conflicts of interest in a way that leads to positive outcomes for your teams AND your company. In six brief slides, this deck gives managers the information they need to reassure employees that conflicts...
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If 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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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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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...
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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...
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No fishing for competitive info
A concise reminder to your sales and marketing teams that trying to obtain knowledge about competitors is off-limits.
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No fishing for competitive info - horizontal
A concise reminder to your sales and marketing teams that trying to obtain knowledge about competitors is off-limits.
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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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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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Video: Attending a conference?
Prepare your employees to avoid the risks associated with attending external events using this short, targeted training video (1:20). In 80 seconds, your folks will know which conversation topics are off-limits, how to trust their gut when it comes to...
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Video: Conflicts - Do any of these apply to you?
In this short, targeted training video (0:43), employees will learn when and where conflicts often arise and why disclosure is in their best interest. We'll start by breaking down just what a conflict is, then cover the different types of...
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Video: If it's disclosed, it can be managed
This targeted training video (1:14) provides a thorough, but quick overview of what conflicts are, how they often stem from good things, and why it’s important to disclose them (even if they don’t think there’s an issue). Use it...
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