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  • New employee orientation (mini-module)

    New employee orientation (mini-module)

    This simple mini-module 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,...

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  • New Employee Onboarding checklist

    New Employee Onboarding checklist

    Seamlessly bring on new hires with this helpful checklist—and diligence record. Rather than overwhelm a new hire (and their manager) at the start of the new job, we created a simple checklist to detail what needs to happen. This informs everyone of...

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  • Departing Employee checklists

    Departing Employee checklists

    Employees departing may be routine nowadays, and that's exactly why you need these checklists. Make sure you and your teams get what you need before the employee is out the door! We created two checklists for completion—one for the employee, one...

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  • Super Simple Helpline - horizontal

    Super Simple Helpline - horizontal

    Snail mail? Yup, people still use it. This phenomenally straightforward piece tells your employees exactly what they need to know for reporting concerns.

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  • Steal the spotlight - horizontal

    Steal the spotlight - horizontal

    Inspire your employees to have a voice when they see something wonky.

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  • Hotline Speak Up - horizontal

    Hotline Speak Up - horizontal

    The hotline poster goes 21st century! Print a poster or display it on any digital screen where you want to drive hotline awareness.

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  • Hotline Report - horizontal

    Hotline Report - horizontal

    The hotline poster goes 21st century! Use it as a poster or use this graphic any digital screen where you want to drive hotline awareness.

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  • We're in this together! - horizontal

    We're in this together! - horizontal

    Spread the word that your company's ethics, legal, and compliance teams are ready and willing to help.

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  • Can they accept it?

    Can they accept it?

    Counterparties have policies, too! This handy guide walks your employees through the process of determining what gifts are permissible—before they're given. So much of compliance focuses your own company G&E policies, but you don’t want...

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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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  • What happens when I contact the helpline?

    What happens when I contact the helpline?

    The hotline isn’t a black box. Take the mystery out of how the helpline process works with this easy explainer—you’ll show your people exactly how compliance reporting works, step-by-step, before they make the call. This is meant to...

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  • Template: Helpline Wallet Cards

    Template: Helpline Wallet Cards

    Whether for new hires, something you pass out at meetings, or leaving them around the office, use these cards to get your helpline information out there. Customize this template and send out for printing, or just use the print-it-yourself instructions we...

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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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  • Has a government regulator contacted you?

    Has a government regulator contacted you?

    If a regulator reaches out, this guide explains step-by-step who is supposed to do what and when. It’s scary when someone from the government initiates contact, and scared people often don’t make rational decisions—this is an obvious...

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  • Approving employee transfers?

    Approving employee transfers?

    Transfers aren’t simply logistics—they involve trade, IT, and ethics issues, too. Use this simple checklist to confirm relevant issues have been vetted before the employee is already at their new desk. Not only does this piece work across...

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  • You can't change their mind

    You can't change their mind

    Politics incite a lot of feelings. Don't let your folks forget that you can be political without being a jerk.

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  • Have something to say

    Have something to say

    Remind your team that when they're speaking up, they're speaking on behalf of themselves. Originally created to create awareness on political activities in the workplace, this can be customized for other situations.

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  • You're free to participate in political activities

    You're free to participate in political activities

    It's easy to get carried away during election season. Remind your team that when they're speaking up, they're speaking on behalf of themselves (and using their own resources when doing so).

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  • Use your own resources

    Use your own resources

    Remind your team that politics aren't banned at the office, but folks should use their own time and resources when showing political support.

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  • Practice Polite Politics (team meeting version)

    Practice Polite Politics (team meeting version)

    Election time can be intense. Use this piece to remind your employees that they may disagree, but they can treat each other with dignity and respect.

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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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  • Invoice red flags checklist

    Invoice red flags checklist

    Help your folks reviewing invoices with this handy checklist of red flags for fraud or bribery—they'll love you for making it easy for them do their work compliantly! The people required to sign off on invoices aren’t compliance experts, so...

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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...

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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...

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