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Confidentiality

Job aids

Infographics

Senior Leadership Team

  • 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...

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  • What happens when I make a disclosure?

    What happens when I make a disclosure?

    Employees are hesitant to disclose their personal interests for a conflict review because they’re worried they’ll be in trouble, have to ditch their side gig, or who will see their personal information. Eliminate the uncertainty of...

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  • 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...

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  • Joining forces is exciting, but jumping the gun and prematurely sharing confidential information is not (because, you know, the law). Give this infographic to your employees at the onset of a merger or acquisition so they know what convos are off limits with folks from the other company—like pricing, contract terms, territories, product innovation, or any other strategic plans. That way, you’ll know they’re conducting business the right way and your integration won’t get disrupted by an honest, but illegal, mistake. For greater impact, follow this up with our before an integration job aid.

    What not to discuss during a merger

    Joining forces is exciting, but jumping the gun and prematurely sharing confidential information is not (because, you know, the law). Give this infographic to your employees at the onset of a merger or acquisition so they know what convos are off limits...

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  • Going on a trip? Protect your data!

    Going on a trip? Protect your data!

    Show your folks these simple, but vital, rules for keeping company and personal info from being stolen while traveling. It’s not always intuitive that travel creates risk—people lose stuff, they get their computer stolen, hackers target...

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