Advisory Services

Mergers and Acquisitions

• Align policies, procedures, and programs for acquired or merged companies
• Rebrand for cultural resonance
• Develop program elements to close pre-acquisition due diligence gaps.

Executive and Board Reporting

• Enhance reporting with contextualized data
• Drive transparency by reporting on meaningful data points
• Present strategic insights based on refreshed and normalized data

Policy Coordination

• Position your Code of Conduct as a firm foundation for enterprise-wide policies. 
• Align and cascade corporate policies that are realistic, easily understood, and enforceable.

Cultural Alignment

• Reset tone with reasonable standards, communication campaigns, and supporting education.
• Prepare to take consistent responses to behavior that compromises culture.

Program Assessments

• Review your program's strengths and opportunities for improvement.
• Consider expectations for an E&C program under the Federal Sentencing Guidelines and best practices.

Program Development & Implementation

• Transform ethics and compliance program elements for consistency. 
• Appropriately document your program and its key policies and protocols to meet business needs and regulator expectations.

Program Operations

• Ramp up operations to meet peaks or unusual upticks in reporting, such as those created during company-wide surveys, training events, internal campaigns, or external drivers.

Subject Matter Expertise

• Evaluate existing programs to ensure appropriate implementation of key elements, and to address program completeness and efficacy.

Conversions and Migrations

• Leverage the perspective of a Certified Records Manager to understand the future value and potential risks associate with legacy data.  
• Gather and understand relevant data and documents, convert to new case management system or migrate from one system to another.  
• Create standard reports in new systems.

Environmental, Social, and Governance (ESG)

• Align internal teams on an approach to stakeholder identification and reporting
• Prioritize multi-stakeholder priorities and develop your internal framework for reporting

Training & Education

Corporate training

• Develop and deliver customized training on a range of ethics and compliance related topics.
• Support internal teams through subject matter expertise.

Individual mentorship

• Support development of client's internal team members.

Learning assessments

• Assess formal and informal curriculum against organizational learning goals

Content creation

• Create content or tailor existing training content to align with client policies, processes, priorities, and branding.