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  • 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 guidance...
    15✨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
  • 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
  • NEW
    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
  • Assessing Conflicts of Interest
    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...
    8✨Tokens
  • 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
  • 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
  • Conflicts of Interest (line art version) Conflicts of Interest (line art version)
    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...
    8✨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
  • This clever infographic reveals the five most common bribery tactics so your people can easily spot bribery attempts and notify you ASAP.
    How to tell if someone’s asking for a bribe
    Since shady people rarely come out and say, “pay this bribe,” it can be tricky to know when someone’s asking for one. especially when it involves non-monetary favors and sharing information. This clever infographic reveals the five most...
    8✨Tokens
  • If it's disclosed, it can be managed
    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...
    8✨Tokens
  • 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
  • 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
  • Preparing to gather competitive intelligence?
    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...
    8✨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
  • Reassure your folks that secondary employment is generally OK, clarify what might create a problem, and guide them through next steps with this hard-working infographic.
    Starting a side gig or second job?
    Hobbies, interests, and secondary employment… OH MY! Side gigs—from hobbies-turned-hustles to volunteering and traditional employment—can sometimes be viewed as don’t-tell-anyone-or-you’ll-get-in-trouble pursuits, which is...
    8✨Tokens
  • Video: Conflicts - Do any of these apply to you?
    Video: Conflicts - Do any of these apply to you?
    In this short, targeted training video (less than a minute), 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...
    8✨Tokens
  • Video: If it's disclosed, it can be managed
    Video: If it's disclosed, it can be managed
    This targeted training video (less than 90 seconds) 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)...
    8✨Tokens
  • This short video clarifies your policy on outside work: volunteering OK, secret competition NO. The big takeaway is being transparent about outside activities.
    Video: Starting a side gig?
    This short video explains your policy on outside work in simple terms. Like, how doing volunteer work on the weekend is usually fine, but secretly working for our competitor? Not so much. The big takeaway here is folks need to be upfront about their...
    8✨Tokens
  • We compete for talent
    We compete for talent
    Make sure your team knows "no-hire" agreements are illegal with this graphic reminder. Based on recent DOJ antitrust litigation, this piece explains that antitrust behavior extends beyond products, services, and illegally sharing info. Instead, your...
    8✨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
  • 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
  • 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 aren’t necessarily bad—but that not reporting them is—and helps managers encourage interest disclosure. 

Add this micromodule to the Annual Refresher Course or pair it with our Assessing Conflicts of Interest decision tree, and watch those COI reporting numbers climb. How to manage conflicts of interest (mini-module) How to manage conflicts of interest (mini-module) How to manage conflicts of interest (mini-module)
    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...
    7✨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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