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  • Annual Refresher Course & Code Obligations Job Aid

    Annual Refresher Course & Code Obligations Job Aid

    Still stuck doing annual check-the-box training? Gross, and sorry. But hey, at least this 31-slide 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...

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  • In this short, targeted training video (0:40), managers will learn how they should address employee concerns to encourage speaking up and prevent retaliation claims. We’ll guide them through how to react when an employee raises a concern using specific examples so it really sinks in. Then, we’ll cover what NOT to do to help avoid anything that might cause a chilling effect on reporting. Want to make a lasting impression? Follow up with Non-retaliation for Managers: (Do This, Not That) and some of these other related pieces for reinforcement.

    Video: Non-retaliation for Managers

    In this short, targeted training video (0:45), managers will learn how they should address employee concerns to encourage speaking up and prevent retaliation claims. We’ll guide them through how to react when an employee raises a concern using...

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  • Broadcat Icon System: Characters, Roles, and Miscellaneous Pack

    Broadcat Icon System: Characters, Roles, and Miscellaneous Pack

    Building strong connections are a key part of your business, so why not visualize it with these icons? Use these to show how maintaining ethical relationships inside and out of your company are important to the organization (like avoiding conflicts of...

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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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  • New to the compliance game? I’ll fill you in on a secret: striving to be just effective is so 2000 and late. Boost your career to the next level and become a wildly effective compliance professional with this resource-packed online course. Broken into three overarching themes, the modules kick off with an intro to key laws, dive into the DOJ’s seven elements of an effective program, and wrap up with capstone lessons on culture—including pitfalls to avoid! You’ll walk away with practical insights and be armed with downloadable articles, templates, and other materials to reference for years to come. Best of all, you’ll earn your Four C Certificate of Corporate Compliance Core Comprehension and up to 17.4 CEUs*. A note on pricing: For 35 tokens, you’ll have an enterprise-wide license that is available to all your compliance people. Have a smaller team? Cool. Licences are 8 tokens per person. Contact us for details. *As awarded by the Compliance Certification Board

    Wildly Effective Compliance Officer Foundations Course (enterprise edition)

    I’ll fill you in on a secret: striving to be just effective is so 2000 and late. Use this resource-packed online course to train up your newbies and level up to become a wildly effective compliance team. Broken into three overarching themes, the...

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  • Broadcat Icon System: Bribery and Business Courtesies Pack

    Broadcat Icon System: Bribery and Business Courtesies Pack

      Running an organization free of bribery and corruption is key to maintaining ethical business relationships. Use these icons to help your employees understand how these policies apply in real life and how anti-bribery and anticorruption elements...

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  • Introduction to Behavioral Science

    Introduction to Behavioral Science

    Since you’re a member of Compliance Design Club, you’re already familiar with how Behavioral Science-led methods can deliver better Compliance outcomes. Wouldn’t it be great if you could use those same techniques in developing your...

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  • Compliance Project Planning Toolkit

    Compliance Project Planning Toolkit

    Spinning your wheels is only fun if you're drag racing in an IROC Camaro. Keep your projects tight, focused, and measurable with this brutal strategy kit. Never let a project wither and die again due to “wait, why are we doing this?”...

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  • Template: Annual Board of Directors Program Overview

    Template: Annual Board of Directors Program Overview

    Prepping for your yearly status check? No need to start from scratch. Here’s how to streamline. Nail your annual program overview with 17 prepared, customizable slides that are framed around the Federal Sentencing Guidelines. Use the structure...

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  • Third Party module

    Third Party module

    You just spent $200,000 on a third-party onboarding solution ... which will be worth zero if your business refuses to use it. Stick the landing with this live training deck that helps you manage business expectations. This 14-slide deck walks your...

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  • Model Code of Conduct Training Module

    Model Code of Conduct Training Module

    This simple guide will help your employees navigate your company's Code of Conduct. A very short, very simple framing of your Code of Conduct that covers what it is, where to find it, and when to check it. These 8 slides can be read by employees in 1-2...

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  • In this short, targeted training video (0:38), employees will learn when and where conflicts often arise and why disclosure is in their best interest. We'll start by breaking down just what a conflict is, then cover the different types of conflicts, and wrap it all up by explaining that having a conflict isn't necessarily an issue, but not reporting it is! Don't forget to give your team members one of these job aids that link to your disclosure form and where to go for questions, and put a bow on your training plan with these awesome awareness tools.

    Video: Conflicts - Do any of these apply to you?

    In this short, targeted training video (0:43), employees will learn when and where conflicts often arise and why disclosure is in their best interest.  We'll start by breaking down just what a conflict is, then cover the different types of...

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  • Broadcat Icon System: Speaking Up and Characteristics Pack

    Broadcat Icon System: Speaking Up and Characteristics Pack

    Employees don’t always speak up when they learn about things that don’t align with your company values, so use these icons to encourage them to do the right thing. This icon pack helps visualize the ins and outs of a speak-up culture, like...

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  • With our exclusive icon system, you can take your policies, Code, presentations, and other guidance to the next level. These sleek, minimalist icons are ready to drag-and-drop into your projects to bridge the gap between our content and yours. You can even give them a color pop with your company colors. Inside this pack, you’ll find 21 standardized icons along with descriptions of how to use them to make your job a breeze! The more your employees see these icons, the faster they’ll know what to do—and the more useful your guidance becomes. Want to get your hands on all 101 standardized icons? Get our full Line Art Broadcat Icon System here!

    Broadcat Line Art Icon System: Documents, Approvals, and Business Processes Pack

    Ensuring your employees understand your policies and procedures is the cornerstone of successful business practices. Use these icons to visualize everything your employees need to know—like when to get approvals, red flags that would trigger an...

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  • “Bringing Behavioral Science to Compliance” is a practical workshop that follows on from the “Introduction to Behavioral Science” course which is also available in Compliance Design Club. By the end, participants will: Learn a practical framework that will enable them to begin implementing behavioral interventions; and Understand some of the most common applications for Behavioral Science within a Compliance context Structure The workshop consists of three units: a 30 min pre-workshop consultation session designed to allow me to understand the specific challenges you're facing in your Compliance program; a 1 hour interactive workshop during which I'll teach you a practical BeSci framework, that you can deploy right away in your Compliance program a 45 min post-workshop follow-up session to help you get the most out of the framework. Materials To support the workshop, you’ll initially receive: a pre-workshop questionnaire to help identify areas where Behavioral Science interventions can have most impact in your organization; After the consultation you'll receive a customized eWorkbook containing: a summary of the practical framework; copies of the materials I will be using in the presentation worksheets to facilitate implementation in your program; and suggestions for implementations. After the training you'll also receive an audio (MP3) summary of the framework.

    Bringing Behavioral Science to Compliance

    Bringing Behavioral Science to Compliance is a practical workshop that follows on from the Introduction to Behavioral Science course which is also available in Compliance Design Club. By the end, participants will: Learn a practical framework that...

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  • Social Media Module

    Social Media Module

    Help your folks avoid saying dumb stuff on social media without sounding like everyone’s Aunt Irene. This simple, friendly visual guide pairs well with our social media checklist and any IPA that has a strong citrus note. This Guide gives each of...

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  • Policy Template

    Policy Template

    Break down your company's policies into an efficient explainer of what is OK, what isn't, and whom to contact with questions. This template is a simple, design-forward layout that organizes standard policy information into a format that is massively...

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  • With our exclusive icon system, you can take your policies, Code, presentations, and other guidance to the next level. These sleek, minimalist icons are ready to drag-and-drop into your projects to bridge the gap between our content and yours. You can even give them a color pop with your company colors. Inside this pack, you’ll find 16 standardized icons along with descriptions of how to use them to make your job a breeze! The more your employees see these icons, the faster they’ll know what to do—and the more useful your guidance becomes. Want to get your hands on all 101 standardized icons? Get our full Line Art Broadcat Icon System here!

    Broadcat Line Art Icon System: Speaking Up and Characteristics Pack

    Employees don’t always speak up when they learn about things that don’t align with your company values, so use these icons to encourage them to do the right thing. This icon pack helps visualize the ins and outs of a speak-up culture, like...

    8✨
    View
  • With our exclusive icon system, you can take your policies, Code, presentations, and other guidance to the next level. These sleek, minimalist icons are ready to drag-and-drop into your projects to bridge the gap between our content and yours. You can even give them a color pop with your company colors. Inside this pack, you’ll find 33 standardized icons along with descriptions of how to use them to make your job a breeze! The more your employees see these icons, the faster they’ll know what to do—and the more useful your guidance becomes. This download includes icons and definitions from all five of our icon packs: Bribery and Business Courtesies Characters, Roles, and Miscellaneous Documents, Approvals, and Business Processes Entities and Information Speaking Up and Characteristics Want to get your hands on all 101 standardized icons? Get our full Line Art Broadcat Icon System here!

    Broadcat Line Art Icon System: Bribery and Business Courtesies Pack

    Running an organization free of bribery and corruption is key to maintaining ethical business relationships. Use these icons to help your employees understand how these policies apply in real life and how anti-bribery and anticorruption elements are...

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  • Silo-busting Email Templates

    Silo-busting Email Templates

    You know you need to maintain cross-functional relationships throughout the org to be truly effective, but crafting eloquent, concise, and persuasive messages takes waaaay more time than most compliance pros have.  We got you! These 16 grab-and-go...

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  • Broadcat Icon System: Documents, Approvals, and Business Processes Pack

    Broadcat Icon System: Documents, Approvals, and Business Processes Pack

     Ensuring your employees understand your policies and procedures is the cornerstone of successful business practices. Use these icons to visualize everything your employees need to know—like when to get approvals, red flags that would trigger...

    10✨
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  • Email Signatures

    Email Signatures

    Don't waste the chance to get your compliance message out there; use this easy guide to incorporate it with every email. You ever seen folks who have compliance team branding, with their own signatures? Those are cool. But you know what’s better?...

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  • Invoice training module for managers

    Invoice training module for managers

    This visual guide gets your management team ready to identify problems in the invoice-approval process to avoid waste and corruption. This piece syncs up with our deep-dive invoice red flag checklist. Each page expands on each of the 20 checklist items...

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  • Hiring red flags module

    Hiring red flags module

    Get your team aware of the compliance pitfalls in the hiring process. It’s not always clear when a potential hire can be bad news. Does your HR team know how to spot conflicts of interest? Or to sniff out when a position is being used to secure new...

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