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Third Parties

Operations Team

  • 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...

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  • 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.

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  • Conflicts of Interest: Friends and Family

    Conflicts of Interest: Friends and Family

    Your employees have to disclose business with family and friends. Effortlessly remind them with this simple graphic.

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  • This is business travel—this is a holiday

    This is business travel—this is a holiday

    Business trips with partners can get complicated quickly, particularly when government officials are involved. Keep your employees alert when they're planning.

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  • If the payment terms are confusing...

    If the payment terms are confusing...

    This simple graphic encourages your team not to be shy about asking questions on invoices—especially when payment details look shady.

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  • Not sure how our money is being spent?

    Not sure how our money is being spent?

    Financial stewardship is each employee's job. Keep that on their radar.

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