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Modules

  • 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...

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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...

    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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  • 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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  • What Compliance Reports to the Board of Directors

    What Compliance Reports to the Board of Directors

    This plug-and-play deck is designed to help you set expectations with the Board, so they know exactly what types of info they’ll hear from you. It’s a great tool for your Q1 meeting or for new member orientation so you all start off on the...

    10✨
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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...

    12✨
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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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  • You don’t expect your employees to memorize everything about privacy and personal data, but that’s the message they’ll get if you dump a ton of regulation-focused material on them.

Make it clear that they just need to know the basics—how to properly collect, use, store, and destroy personal data they handle for their jobs. And if they’re unsure, the Privacy Team is here to help. 

In 18 slides, this module covers all that and more—starting with defining what personal data is (and isn’t!), what’s considered sensitive personal data, and then wrapping up with key takeaways for maximum stickiness. 

Your employees will love it because of its low-impact, high-reward structure. You’ll love it because we’ve included 4 instruction slides giving you tips and tricks to make this the module of your dreams.

Wanna make the info really stick? Grab these awesome privacy pieces.

    Module: Personal Data & Privacy

    You don’t expect your employees to memorize everything about privacy and personal data, but that’s the message they’ll get if you dump a ton of regulation-focused material on them. Make it clear that they just need to know the...

    15✨
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  • Ethics and Compliance Overview for Senior Executives

    Ethics and Compliance Overview for Senior Executives

    When new leaders are onboarded, you’ll wanna introduce them to your E&C program ASAP to get their buy-in and support. But, as they say, first impressions are everything, so you also don’t want to bog them down with too many details. No...

    10✨
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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...

    15✨
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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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  • New Employee Orientation slides

    New Employee Orientation slides

    This simple guide helps bring new hires quickly up to speed on the company's compliance program without overwhelming them. New employees tend to worry about, in order: (1) where is the bathroom, (2) who is my manager, (3) how does healthcare work, (4)...

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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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  • 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...

    12✨
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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...

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  • If you work in healthcare, you know that having access to medical records is an essential part of business. But here's what isn’t: Accessing health information out of curiosity or for personal gain. Yikes! 

This scenario-based module lays out eight examples—from checking on a sick neighbor to testing out the system by using their own record—so your teams know exactly what’s OK and what's considered snooping. Then wraps up with a reminder to check with their manager or privacy resource when there's any doubt.

    Is this a breach?

    If you work in healthcare, you know that having access to medical records is an essential part of business. But here's what isn’t: Accessing health information out of curiosity or for personal gain. Yikes!  This scenario-based module lays out...

    12✨
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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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  • 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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  • 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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