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Power tools

Managers

  • 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...

    12✨
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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...

    12✨
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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...

    20✨
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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?...

    10✨
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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...

    15✨
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  • Use this handy module to make it easy for your finance team to spot red flags in invoices by showing them what they actually look like—they'll love you for it!
By request, we’ve taken our popular invoice-review piece and optimized it for PowerPoint slides. At 3 pages, use this as a quick training deck or incorporate it into other training materials.

    Fraud control mini-module

    Use this handy mini-module to make it easy for your finance team to spot red flags in invoices by showing them what they actually look like—they'll love you for it! By request, we’ve taken our popular invoice-review piece and optimized it...

    8✨
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  • Ethics Ambassadors are great for building a culture of compliance. But this is often a volunteer role, and it’s likely your people already have A LOT going on. 

Set your folks up for success by giving them our Ethics Ambassadors Onboarding module. In 24 slides, it outlines the roles, expectations, and boundaries of the Ethics Ambassador using our classic, visually-engaging style. Your Ambassadors will love it because of its low-impact, high-reward structure. You’ll love it because we’ve included 7 instruction slides that walk through the purpose of each section in the module and tips to optimize your Program.

Make the info really sticky by grabbing the materials referenced in the slide deck. Boom! Instant comm plan! And bonus, you’ll receive a one-time code to grab a handful of the leader-led toolkits at a discount to level-up your Program.

    Ethics Ambassadors Onboarding

    Ethics Ambassadors are great for building a culture of compliance. But this is often a volunteer role, and it’s likely your people already have A LOT going on.  Set your folks up for success by giving them our Ethics Ambassadors Onboarding...

    15✨
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  • What to do when an employee raises a concern

    What to do when an employee raises a concern

    So, your employees feel comfortable raising concerns to management.  Good! Your speak-up culture is on the right track for success. But wait, have you trained your managers on how to handle these delicate conversations? Prime your managers with the...

    12✨
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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 (1:15) 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...

    12✨
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  • Video: Has an employee come to you with a concern?

    Video: Has an employee come to you with a concern?

    It's gonna happen—I mean, it's what you've trained them to do!—employees are gonna go to their managers with potential ethics concerns. Here's the question: Are your managers prepared for it? They are if they have this short, targeted...

    12✨
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  • Email Headers

    Email Headers

    Captain Obvious says, “if you want people to read your stuff, you have to get them to look at it first.” But that’s tough when you’re competing with overstuffed inboxes, constant IMs and notifications, and other distractions...

    10✨
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  • Writing for Compliance

    Writing for Compliance

    Writing that motivates others to act and follow standards is a talent that doesn’t come naturally to many of us. After years of academic and professional pressure, we default to using fancy schmancy words and over-explaining things—cluttering...

    12✨
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  • Email Signatures: Conflicts of Interest

    Email Signatures: Conflicts of Interest

    Whether it’s annual disclosure time or you wanna remind folks about conflicts that may pop up anytime, these email signatures are a clever way to supplement your COI messaging with small nudges. This bundle is packed with 14 eye-catching...

    10✨
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  • Module: What can I ask a candidate during the hiring process?

    Module: What can I ask a candidate during the hiring process?

    Hiring is exciting (finally, all hands on deck!) but if anyone on the team slips up and asks the wrong question during the interview process—stormy seas are ahead! Fear not matey, because this module has 15 slides loaded with detailed...

    15✨
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  • Do all your folks know who’s considered a government official? No? Well, click-through guide to the rescue!

Save the day with this interactive tool that offers one decision-point at a time to avoid information overload. Employees can quickly skip to the relevant guidance they need with super speed. 

They’ll walk away feeling empowered and knowing exactly what procedures to follow or who to reach out to for help. No bat signal required.

    Click-through guide: Is this person a government official?

    Do all your folks know who’s considered a government official? No? Well, click-through guide to the rescue! Save the day with this 5-step interactive tool that offers one decision-point at a time to avoid information overload. Employees can...

    12✨
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  • In this short, targeted training video (0:43), employees will learn how your anticorruption processes fit into the big picture.

We’ll walk your employees through how they can do their part to run a clean business by highlighting every day, high-risk interactions and unpack how your policies apply in real life, so they really get it.

Pair this with the We Play Fair: Anticorruption takeaway for lasting impact.

    Video: We play fair

    In this short, targeted training video (0:46), employees will learn how your anticorruption processes fit into the big picture. We’ll walk your employees through how they can do their part to run a clean business by highlighting every day,...

    12✨
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  • Virtual Backgrounds

    Virtual Backgrounds

    Video meetings allow you to easily conduct business and share info from wherever you are—sometimes a little too easily—but these virtual backgrounds have your back, literally! Use them to remind yourself and others to keep unrelated work docs...

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  • Email signatures (CDC Guidelines)

    Email signatures (CDC Guidelines)

    Keeping your employees healthy and safe is a top priority. We know changing routines and behaviors isn’t a small feat—especially remote workers’ habits— so use these to snazz up your email signature and reinforce the importance of...

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  • Overseas Travel Module

    Overseas Travel Module

    Behold: a simple, immersive way to give your employees detailed guidance on overseas travel risk. It's set up to tie to other parts of your program and pairs well with our travel checklist and a nice pinot. As seen in the video tour of Design Club, this...

    15✨
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  • Petty cash training module for managers

    Petty cash training module for managers

    Empower your managers to identify and stop petty cash abuses. This visual guide syncs up with our petty cash checklist. Each page expands on one of the 20 checklist items with space to list visualized examples of what’s OK—and what...

    10✨
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  • Travel & expenses training module for managers

    Travel & expenses training module for managers

    This simple visual guide shows your management team how to quickly identify any impermissible expenses prior to approving payment. This visual guide syncs up with our deep-dive travel and expense checklist. Each page expands on one of the 24 checklist...

    15✨
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