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Intellectual Property

  • 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...

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  • Conflicts of Interest

    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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  • 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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  • Disclose it.

    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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  • 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...

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  • Your employees are eager to leverage AI chatbots to boost productivity and enhance their work. But how do you balance that with cybersecurity, protecting IP, and reputational risk? While prohibiting the use of AI might sound good, it ignores human nature to find the easiest path forward (and when has prohibition really ever worked anyway, amirite?). Give your employees direction with this comprehensive guide before they find themselves up a creek without a paddle. They’ll learn how to avoid disaster and why these steps are necessary. Not just that—they’ll appreciate finding clarity in the murky waters of AI ethics and you’ll know they have the right tools to get through the muck. Wanna frame this important issue with a mini campaign? Bookend it with the We protect our data and Notify Privacy when mistakes happen job aids.

    How to use AI Chatbots at work

    Your employees are eager to leverage AI chatbots to boost productivity and enhance their work. But how do you balance that with cybersecurity, protecting IP, and reputational risk? While prohibiting the use of AI might sound good, it ignores human...

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  • Disclose it. - horizontal

    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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  • 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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  • Video: AI Chatbots

    Video: AI Chatbots

    Your employees are eager to leverage AI Chatbots—and while having robots help us work is cool, it also poses some serious risk.  Help them understand how to use AI Chatbots without introducing a whole host of risks with this easy to digest...

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  • Video: If it's disclosed, it can be managed

    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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  • 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...

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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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  • Conference room combo - horizontal

    Conference room combo - horizontal

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

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  • 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...

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  • 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...

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  • Broadcat Icon System: Entities and Information Pack

    Broadcat Icon System: Entities and Information Pack

    Need a way to represent different entities—like a government organization or healthcare facility—or describe how to handle confidential information or IP? You're in luck!  With this icon pack, you’ll be able to illustrate concepts...

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  • Conference Room kit

    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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  • Explain what insider threats are, where they come from, and what red flag behaviors your teams need to bring to your attention.

    Insider threat red flags

    Educate your employees on what insider threats are, where they come from, and some common red flag behaviors.  This infographic kicks things off with a not-so-obvious concept: that insider threats don’t necessarily come from inside the...

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  • Quickly train your third parties on your org’s core values and expectations with this thorough and straightforward module.

    Third Party Code of Conduct Training

    Your third parties—like vendors, consultants, suppliers, and business partners—are essentially an extension of your org, so they need to know and uphold your standards. Share this practical module with them to make sure they get it. In about...

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  • Awareness campaign: AI chatbots

    Awareness campaign: AI chatbots

    Let’s be real: Your employees are already using generative AI and chatbots to boost their work.  Before they slip up and accidentally share sensitive information or breach IP protections, display these awareness materials where they’ll...

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  • Having a video call? - horizontal

    Having a video call? - horizontal

    Computer and phone cameras are everywhere, and your critical info is spread on boards and papers throughout your workplace—including at home. This simple graphic reminds the team to pay attention to their surroundings so they don’t...

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  • Having a video call?

    Having a video call?

    Computer and phone cameras are everywhere, and your critical info is spread on boards and papers throughout your workplace—including at home. This simple graphic reminds the team to pay attention to their surroundings so they don’t...

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  • Had a meeting? - horizontal

    Had a meeting? - horizontal

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

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  • Had a meeting?

    Had a meeting?

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

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