Third Parties
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How to manage conflicts of interest (mini-module)
Empower your managers to handle conflicts of interest in a way that leads to positive outcomes for your teams AND your company. In six brief slides, this deck gives managers the information they need to reassure employees that conflicts...
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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 down just what a conflict is, then cover the different...
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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...
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Video: We play fair
In this short, targeted training video (less than a minute), employees will learn how your anticorruption processes fit into the big picture. We’ll walk your employees through how they can do their part to run a clean business by highlighting...
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Video: It takes all of us to stop human trafficking
In this short (around 90 seconds), targeted training video, employees will learn how to identify the red flags of human trafficking when working with other companies. First we’ll explain what to look for, like whether they are located in high-risk...
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Video: If it's disclosed, it can be managed
This targeted training video (less than 90 seconds) provides a thorough, but quick overview of what conflicts are, how they often stem from good things, and why it’s important to disclose them (even if they don’t think there’s an issue)...
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Anticorruption for salespeople (mini-module)
This mini-module breaks down four A/C areas—government deals, managing third parties, gifts and entertainment, AND charitable contributions—in a way that isn’t sleep-inducing or over-the-top. It’s easy to digest, helping you meet...
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Video: Who’s a government official?
Walk your employees through the nuances of identifying a government official with this short (about 90 seconds), targeted training video. This video starts by explaining why it’s important to identify government officials, goes on to define who a...
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Anticorruption module (We play fair)
Let your employees know how to prevent corruption BEFORE it occurs—and what to report if it does—with this module. This helpful tool contains everything your teams need to know about identifying the signs of corruption with vibrant...
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Video: Watch out for red flags from third parties
In this short (less than 2 minutes), targeted training video, employees will learn what to watch out for when working with third parties. We’ll explain the five main scenarios that are most likely to cultivate red flags, like working with...
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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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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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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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Module: Annual Refresher Course
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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Third Party Code of Conduct Training
Your third parties—like vendors, consultants, suppliers, and business partners—are essentially an extension of your org, so they need to know and uphold your standards. Share this practical module with them to make sure they get it. In about...
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COI Disclosure Questions, simplified
Quality disclosure questions are REALLY hard to write well and are rarely seen in the wild. That's why these COI Disclosure questions are perfect—they're easy to use AND understand. So, if you’ve ever felt awkward asking about finances and...
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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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