Confidentiality

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  • Annual Refresher Course / Basics Module

    Still stuck doing annual check-the-box training? Gross, and sorry. But hey, at least this kit will make it 10 minutes long and actually relevant to every employee. So, you've got that going for you, which is nice. The ideal annual refresher training:...

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  • Basic Code of Conduct Obligations

    This general guide is a quick reminder (with tips!) of day-to-day things that every employee needs to know, including how each of us has responsibilities related to ethics and compliance. Meant as a refresher and thought-provoker, this piece...

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  • Watch out for red flags from third parties

    Do your employees know what to look out for when managing third parties? This piece supports their due diligence efforts by covering the five red flags they need to spot and tell you about ASAP!

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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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  • Finalizing, Submitting, or Storing Company Records?

    This simple checklist helps employees keep good records without getting bogged down with trying to remember what to do. It’s easy to forget how vital recordkeeping is, but sometimes the mere act of insufficient documentation is itself a violation...

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  • Going on a business trip? (Overseas travel checklist)

    This piece is famous for a reason! These simple to-do's prepare your international travelers how to be safe and ethical abroad, without getting mired in legal details. This checklist covers the trade control, cybersecurity, privacy, anticorruption,...

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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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  • Managing a Third Party?

    The risk of working with third parties is actually working with them, not starting the relationship. Show your team how to manage third-party relationships—and their potential red flags. This piece breaks down the basics of handling day-to-day...

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  • Your employees likely work on the go—from hotels, airports, home, bathroom stalls (hey, we don’t judge!)—which invites increased cybersecurity, privacy, and confidentiality risks. Kick your worries to the curb by giving them this tool, which neatly contrasts the DOs and DON’Ts of remote working. That way, your people are crystal clear on what they need to do to protect company assets.

    Working remotely? Protect your data!

    Your employees likely work on the go—from hotels, airports, home, bathroom stalls (hey, we don’t judge!)—which invites increased cybersecurity, privacy, and confidentiality risks. Kick your worries to the curb by giving them this tool,...

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  • 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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  • Anatomy of a strong password

    Spot the reference to Will Smith in this visual guide for creating safe, strong, and easily remembered passwords. Everyone hates generating a super complicated password, getting a snippy email from IT that they’re overdue to change it, forgetting...

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  • Approving employee transfers?

    Transfers aren’t simply logistics—they involve trade, IT, and ethics issues, too. Use this simple checklist to confirm relevant issues have been vetted before the employee is already at their new desk. Not only does this piece work across...

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  • Ask questions if your third party... - screensaver

    Managing third parties isn’t always second nature. This handy screensaver reminds employees when to ask questions and when to escalate their concerns.

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  • Away from your computer? - poster

    Make sure your team always remembers: an open computer, left alone, is a privacy breach waiting to happen.

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  • Away from your computer? - screensaver

    Make sure your team always remembers: an open computer, left alone, is a privacy breach waiting to happen.

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  • Can you throw it away?

    Use this elegant decision tree to help your people understand the ifs, whens, and hows of getting rid of documents. Keep versus shred may feel like second nature to your compliance and legal teams, but your other employees often need more guidance. This...

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  • Check the background before you share it - poster

    Encourage your team to avoid inadvertently posting photos with your company's confidential info.

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  • Check the background before you share it - screensaver

    Encourage your team to avoid inadvertently posting photos with your company's confidential info.

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  • Check the marking - poster

    Marks are there for a reason; this super-graphic piece reminds your employees to heed them.

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  • Check the marking - screensaver

    Marks are there for a reason; this super-graphic piece reminds your employees to heed them.

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  • Conference Room kit

    Gary knows he's supposed to wipe down the whiteboard before kicking on a video call, but he got worked up talking about his Game of Thrones fanfic that he forgot...and now your engineering data's been leaked. Help all your Garys keep it together with...

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  • Confidential? Here's how to handle it - poster

    Use this effortless graphic to remind your team how to keep your company's confidential info safe.

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  • Confidential? Here's how to handle it - screensaver

    Use this effortless graphic to remind your team how to keep your company's confidential info safe.

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  • Contract terms checklist (1-page version)

    Want your transactional teams to think like compliance? Show them how with this thorough checklist for key terms required for every company contract. In the hurry to finish a deal, even the sharpest of transactional lawyers can miss important compliance...

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