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Senior Leadership Team

  • DOJ metrics for your board

    DOJ metrics for your board

    Do you know how the Department of Justice will assess your ethics and compliance program? Well, now you do—we pulled the metrics into a format even the busiest executive or board member will devour in a few bites.

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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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  • This checklist simplifies the investigation report drafting process and guides your investigators through everything they need to include—from initial timelines to root causes.

    Writing a good investigation report

    After all the effort that goes into a quality workplace investigation, writing a report that’s both concise and comprehensive can seem exhausting. But you need to memorialize that effort and it’s not something you can afford to get wrong...

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  • Gifts and Hospitality: What's OK?

    Gifts and Hospitality: What's OK?

    Gifts and hospitality are a normal part of business, but they can also look like bribes to an outsider. Avoid this and other gift-related pitfalls by circulating this comprehensive gift guide. It boils down the key points of your gift policy into two...

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  • Video: Give wisely

    Video: Give wisely

    Giving and receiving gifts is part of doing business—but making sure it’s done the right way is key. Provide clear guidance with this short, targeted training video (1:50). In roughly two minutes, this video provides detailed descriptions on...

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  • If you’ve ever struggled to explain your job to someone, we feel you! The lines are often blurry when trying to distinguish between legal, compliance, HR, and internal audit. Which also means urgent info might take a few detours before arriving at the right destination (or get lost along the way!).

Demystify who does what with this handy chart, and look forward to receiving important info that actually belongs in your department, while spending a lot less time sending those “looping in so-and-so” emails. 

Looking for a pared-down version that works just as hard? Try the “Legal and Compliance: Who Does What?” infographic.

    Legal, Compliance, Audit, and HR: Who does what?

    If you’ve ever struggled to explain your job to someone, we feel you! The lines are often blurry when trying to distinguish between legal, compliance, HR, and internal audit. Which also means urgent info might take a few detours before arriving at...

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  • Video: What can you give to a government official?

    Video: What can you give to a government official?

    Give your employees the gift of appropriate gift-giving knowledge with this short, targeted training video (1:42). In roughly two minutes, your folks will know exactly which gifts are OK to give to a government official, and which ones are completely...

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  • Your managers are the biggest piece of the puzzle when it comes to creating and maintaining a culture of inclusion in your org. But, have you equipped them to make a real difference?

Give them practical advice they can implement immediately with this short, targeted training video (1:44). It covers the basics of how to create psychological safety on their team and make sure employees feel supported. 

Still looking for more pieces to your inclusion puzzle? Pair this video with our How a manager can create inclusion or our Creating a speak up culture job aids.

    Video: How a manager can create inclusion

    Your managers are the biggest piece of the puzzle when it comes to creating and maintaining a culture of inclusion in your org. But, have you equipped them to make a real difference? Give them practical advice they can implement immediately with this...

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  • Video: When to escalate concerns to compliance

    Video: When to escalate concerns to compliance

    Take the confusion out of escalating concerns with this short, targeted training video (1:30). In less than two minutes, brief your managers and HR on the key indicators for when an issue should be raised to Compliance. From illegal activity to harmful...

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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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  • Video: Who’s a government official?

    Video: Who’s a government official?

    Walk your employees through the nuances of identifying a government official with this short, targeted training video (1:33). This video starts by explaining why it’s important to identify government officials, goes on to define who a government...

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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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  • 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 (1:20). In 80 seconds, your folks will know which conversation topics are off-limits, how to trust their gut when it comes to...

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  • ALL employees should feel like a respected part of the team, but your managers might not know specific steps that'll make this happen. 

In five brief slides, this micro-module covers how to incorporate diversity, equity, and inclusive practices into their day-to-day interactions, including accommodations that might be necessary. This way, they'll know what it looks like to celebrate and support differences without worrying about doing or saying the wrong thing.

    How a manager can create inclusion (mini-module)

    ALL employees should feel like a respected part of the team, but your managers might not know specific steps that'll make this happen.  In five brief slides, this mini-module covers how to incorporate diversity, equity, and inclusive practices...

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  • This micromodule equips your managers to create a speak-up culture that empowers employees to voice their concerns.

In seven brief slides, the journey starts with explaining why employees might not feel comfortable raising concerns, and continues with several stops along the way: (1) how to foster open communication, (2) handling mistakes tactfully (including their own!) and (3) when and how to invite  employees to raise concerns. 

Add this micromodule to the Annual Refresher Course, What to do when an employee raises a concern module, or couple it with the Creating a Speak-up Culture job aid or video to drive the point home.

    Creating a speak-up culture (mini-module)

    This mini-module equips your managers to create a speak-up culture that empowers employees to voice their concerns. In seven brief slides, the journey starts with explaining why employees might not feel comfortable raising concerns, and continues...

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