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  • Exploring a potential partnership?
    Exploring a potential partnership?
    This easy checklist gets your business development folks ready to take on new partners the right way. While your deal team is busy working to close the deal on a new partnership, keep potential compliance problems at the fore with this easy-to-follow...
    8✨Tokens
  • Are you prepared to present?
    Are you prepared to present?
    Empower your sales staff with this helpful checklist before they meet with prospective customers. Meeting sales prospects in person is critical for a lot of businesses and helps foster relationships, but your sales force needs to be prepared for a...
    8✨Tokens
  • Petty cash training module for managers Petty cash training module for managers Petty cash training module for managers 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✨Tokens
  • Travel & expenses training module for managers Travel & expenses training module for managers Travel & expenses training module for managers 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✨Tokens
  • Petty cash red flags checklist
    Petty cash red flags checklist
    Give your managers and finance team a roadmap of proper petty cash procedures. Small amounts of money can create huge problems, but it’s still natural to be tempted to ignore something literally called “petty.” This piece gets your...
    8✨Tokens
  • No, thanks
    No, thanks
    Be super plain with this punchy graphic: our company's employees don't play around with bribes.
    2✨Tokens
  • Say no to kickbacks
    Say no to kickbacks
    Use this highly visual piece to help your employees recognize corrupt referrals—and what to do about it. Kickbacks come in different forms—suitcases full of cash are (mostly) stuff in movies. This piece drives home that your business...
    6✨Tokens
  • Know your customer
    Know your customer
    Empower your employees to raise red flags when they sense a customer might be shady.
    2✨Tokens
  • Eid: We give wisely
    Eid: We give wisely
    Use this graphic piece to remind your employees to focus on where charitable donations are going—and how your policy can make that easier.
    2✨Tokens
  • Only approve known expenses
    Only approve known expenses
    Remind your employees that vague details in expense reports aren't harmless—they could be hiding fraud or bribes.
    2✨Tokens
  • Bribery kills our business
    Bribery kills our business
    Skulls remind us of death (and pirates). Remind your team that bribes aren't just against your rules—they're against your interests.
    2✨Tokens
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