Confidentiality

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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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  • 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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  • 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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  • 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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  • Contract terms checklist (2-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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  • Departing Employee checklists

    Employees departing may be routine nowadays, and that's exactly why you need these checklists. Make sure you and your teams get what you need before the employee is out the door! We created two checklists for completion—one for the employee, one...

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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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  • Handling Personal Information?

    This easy-to-use chart covers what counts as personal information—and how to think through managing it. Handling personal information—whether it’s your customers’ or your own employees’—is risky, so help your...

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  • Has an employee asked for reasonable accommodation?

    Inclusion isn’t just a buzzword: Every company wants to make sure employees are set up for success and have equal access to all their benefits and privileges—after all, that’s how you retain your best people! Since every person and...

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  • Is it confidential?

    This elegant decision tree helps your team quickly determine if they can share info—or keep it private. One of our favorite pieces, this breaks down the main elements of what constitutes info that should NOT be made public without approval. Even...

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  • Managing a Joint Venture Partner?

    Help your team know how to navigate day-to-day JV issues with this handy guide that hits all the key areas of corruption, trade compliance, conflicts, confidentiality and more—all so your team doesn’t have to do it from memory. It’s...

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  • Mark it, protect it

    Making sure confidential documents stay private requires some basics. This graphic guide helps your employees keep your info from accidentally getting disclosed by promoting uniformity in marking documents confidential—making it easier to recognize...

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  • 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 off limits.

    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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