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What Compliance Reports to the Board of DirectorsThis 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...10✨Tokens -
Template: Annual Board of Directors Program OverviewPrepping 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...12✨Tokens -
Template: Speak Up SnapshotReports: They weren’t fun in elementary school, and they’re not fun now. If only you had something to do the work for you… like this dynamic template! Impress your colleagues,...10✨Tokens -
DOJ metrics for your boardDo 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...0✨Tokens -
The Helpline ChroniclesWe recognize that not everyone fancies themselves a writer, so we've done the hard part and created this plug-and-play template for real life scenarios. Since the helpline is uncharted territory for...8✨Tokens -
Video: Starting a side gig?This short video explains your policy on outside work in simple terms. Like, how doing volunteer work on the weekend is usually fine, but secretly working for our competitor? Not so much. The big...8✨Tokens -
Video: When to escalate concerns to complianceTake the confusion out of escalating concerns with this short, targeted training video. In less than two minutes, brief your managers and HR on the key indicators for when an issue should be raised...8✨Tokens -
When managers should escalate concerns to ComplianceWe love it when leadership takes ownership of compliance, but what happens when they try to handle big-deal issues all on their own? Don’t leave ‘em in the dark wondering when they should...8✨Tokens -
Starting a side gig or second job?Hobbies, interests, and secondary employment… OH MY! Side gigs—from hobbies-turned-hustles to volunteering and traditional employment—can sometimes be viewed as...8✨Tokens -
Conflicts of Interest: Outside jobSome on your team have outside employment. Make sure they know to tell you about it with this easy aid.2✨Tokens -
Conflicts, Plain & SimpleHappy 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...12✨Tokens -
Should you disclose it?Refocus your COI messaging on disclosing “interests” instead of “conflicts” with this ingenious infographic. It begins by answering why disclosure is so important and ends...8✨Tokens -
Disclose it. - horizontalLots of people think conflicts of interest exist only when they profit. This piece reminds them that's not true. Need it in portrait? Check out the poster!3✨Tokens -
Disclose it.Lots of people think conflicts of interest exist only when they profit. This piece reminds them that's not true. Need it in landscape? Check out the horizontal version!3✨Tokens -
Assessing Conflicts of InterestThis helpful one-pager gives HR professionals an easy way to assess whether a business decision raises red flags due to a conflict of interest. This off-the-shelf version guides them through both...8✨Tokens -
Conflicts of InterestMake sure your employees know what's a conflict of interest—and, just as important, what to do about it. It’s too easy for folks to just “go with their gut” about potential...8✨Tokens -
Conflicts of Interest (line art version)Make sure your employees know what's a conflict of interest—and, just as important, what to do about it. It’s too easy for folks to just “go with their gut” about potential...8✨Tokens -
Video: Conflicts - Do any of these apply to you?In this short, targeted training video (less than a minute), employees will learn when and where conflicts often arise and why disclosure is in their best interest. We'll start by breaking...8✨Tokens -
Awareness Campaign: Year-round Interest Disclosure RemindersAnnual interest disclosure is approaching! (Cuz, you know, potential conflicts only pop up at the same time each year *wink*.) Yeah, we know you know better, but we also understand that reminding...10✨Tokens -
COI Program Campaign BundleYou know how it is with conflicts of interest…employees either think it doesn’t apply to them ("I don't have any of those!"), or they’re so nervous about getting it wrong they keep...22✨Tokens -
New Employee Onboarding checklistSeamlessly 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...8✨Tokens -
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...8✨Tokens -
Ethics Ambassadors OnboardingEthics 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...15✨Tokens -
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Parting ways: Your guide to a professional exitWhen someone’s leaving the org, the transition period can get a little messy. This checklist gives them the clarity they need to exit with their reputation—and yours—totally intact...6✨Tokens
